5/1/2024 | StoneX Group Inc. | 10,741 | $202K | 0.0% | -71.4% | 0.019% | |
5/1/2024 | Janney Montgomery Scott LLC | 287,520 | $5.40M | 0.0% | -1.2% | 0.496% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 9,752 | $183K | 0.0% | +13.1% | 0.017% | |
4/30/2024 | J.W. Cole Advisors Inc. | 10,705 | $201K | 0.0% | N/A | 0.018% | |
4/29/2024 | Commonwealth Equity Services LLC | 683,641 | $12.83M | 0.0% | +4.1% | 1.180% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 80,598 | $1.51M | 0.0% | +33.0% | 0.139% | |
|
4/25/2024 | Capital Investment Advisory Services LLC | 2,575 | $48K | 0.0% | +171.1% | 0.004% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 614,877 | $11.54M | 0.0% | +43.2% | 1.061% | |
4/24/2024 | Simplicity Wealth LLC | 10,954 | $206K | 0.0% | N/A | 0.019% | |
4/24/2024 | Spire Wealth Management | 71,293 | $1.34M | 0.1% | -3.7% | 0.123% | |
4/23/2024 | Global Retirement Partners LLC | 8,025 | $151K | 0.0% | -17.9% | 0.014% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 37,134 | $697K | 0.1% | -6.6% | 0.064% | |
4/23/2024 | TrueWealth Advisors LLC | 12,285 | $231K | 0.1% | +5.6% | 0.021% | |
4/23/2024 | TAP Consulting LLC | 363,331 | $6.82M | 1.5% | +0.8% | 0.627% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 376,989 | $7.08M | 0.0% | +92.4% | 0.651% | |
4/22/2024 | Raymond James & Associates | 271,781 | $5.10M | 0.0% | +21.4% | 0.469% | |
4/19/2024 | Core Wealth Partners LLC | 26,713 | $501K | 0.4% | +49.8% | 0.069% | |
4/19/2024 | PCG Wealth Advisors LLC | 36,851 | $692K | 0.3% | -27.5% | 0.095% | |
4/19/2024 | TCP Asset Management LLC | 207,500 | $3.90M | 1.0% | +32.6% | 0.533% | |
4/18/2024 | Naviter Wealth LLC | 197,885 | $3.71M | 0.6% | N/A | 0.509% | |
4/18/2024 | Iams Wealth Management LLC | 165,099 | $3.10M | 1.9% | +4.0% | 0.424% | |
4/16/2024 | Pinnacle Bancorp Inc. | 1,637 | $31K | 0.0% | N/A | 0.004% | |
4/11/2024 | RFG Advisory LLC | 59,745 | $1.12M | 0.0% | -40.7% | 0.154% | |
4/10/2024 | Park Avenue Securities LLC | 91,551 | $1.72M | 0.0% | +4.5% | 0.235% | |
4/10/2024 | EWG Elevate Inc. | 178,667 | $3.35M | 1.3% | +5.6% | 0.459% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 19,652 | $373K | 0.0% | -36.9% | 0.051% | |
2/23/2024 | Beacon Financial Group | 70,685 | $1.34M | 0.2% | +180.9% | 0.182% | |
2/21/2024 | Raleigh Capital Management Inc. | 6,344 | $120K | 0.1% | -15.8% | 0.016% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 54,750 | $1.04M | 0.2% | +21.0% | 0.141% | |
2/14/2024 | Visionary Wealth Advisors | 239,052 | $4.53M | 0.3% | -17.7% | 0.615% | |
2/13/2024 | Platform Technology Partners | 42,014 | $792K | 0.3% | +170.2% | 0.108% | |
2/13/2024 | Stephens Inc. AR | 1,253,519 | $23.77M | 0.4% | +2.7% | 3.222% | |
2/13/2024 | First Trust Advisors LP | 2,515,105 | $47.69M | 0.1% | -8.2% | 6.466% | |
2/12/2024 | StoneX Group Inc. | 37,597 | $715K | 0.1% | N/A | 0.097% | |
2/12/2024 | Stifel Financial Corp | 371,538 | $7.05M | 0.0% | +3.0% | 0.955% | |
2/9/2024 | Orion Portfolio Solutions LLC | 50,013 | $945K | 0.0% | +3.5% | 0.129% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 429,526 | $8.14M | 0.0% | +20.0% | 1.104% | |
2/9/2024 | Assetmark Inc. | 222,150 | $4.21M | 0.0% | +52.6% | 0.571% | |
2/9/2024 | Wells Fargo & Company MN | 1,444,423 | $27.39M | 0.0% | +735.7% | 3.713% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 16,379 | $311K | 0.0% | N/A | 0.042% | |
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2/8/2024 | Independent Advisor Alliance | 114,347 | $2.17M | 0.1% | +1.0% | 0.294% | |
2/8/2024 | Kingsview Wealth Management LLC | 13,918 | $264K | 0.0% | +16.6% | 0.036% | |
2/8/2024 | Janney Montgomery Scott LLC | 290,888 | $5.52M | 0.0% | N/A | 0.748% | |
2/8/2024 | Core Wealth Partners LLC | 17,830 | $338K | 0.3% | N/A | 0.046% | |
2/7/2024 | Avantax Advisory Services Inc. | 96,662 | $1.83M | 0.0% | +2.5% | 0.248% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 370,768 | $7.03M | 0.0% | +3.1% | 0.953% | |
2/7/2024 | NBC Securities Inc. | 3,944 | $74K | 0.0% | +46.8% | 0.010% | |
2/7/2024 | Iams Wealth Management LLC | 158,689 | $3.01M | 1.9% | -6.3% | 0.408% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 8,624 | $164K | 0.0% | +20.0% | 0.022% | |
2/7/2024 | Darwin Wealth Management LLC | 52,713 | $999K | 0.3% | -6.7% | 0.136% | |
2/6/2024 | Private Advisor Group LLC | 145,442 | $2.76M | 0.0% | +150.5% | 0.374% | |
2/6/2024 | Spire Wealth Management | 74,040 | $1.40M | 0.0% | -6.6% | 0.190% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 41,326 | $784K | 0.0% | N/A | 0.106% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 60,580 | $1.15M | 0.0% | +13.7% | 0.156% | |
2/5/2024 | Kestra Private Wealth Services LLC | 202,437 | $3.84M | 0.1% | +7.8% | 0.520% | |
2/2/2024 | Truist Financial Corp | 87,009 | $1.65M | 0.0% | -8.6% | 0.224% | |
2/2/2024 | Herold Advisors Inc. | 11,413 | $216K | 0.1% | +7.3% | 0.029% | |
2/2/2024 | TAP Consulting LLC | 360,434 | $6.83M | 1.6% | N/A | 0.927% | |
2/2/2024 | Atria Wealth Solutions Inc. | 133,664 | $2.53M | 0.0% | +92.0% | 0.344% | |
2/1/2024 | Sigma Planning Corp | 84,108 | $1.60M | 0.1% | -40.9% | 0.216% | |
1/31/2024 | Archer Investment Corp | 108,305 | $2.05M | 0.7% | -3.3% | 0.278% | |
1/30/2024 | Prosperity Wealth Management Inc. | 13,725 | $260K | 0.2% | N/A | 0.035% | |
1/30/2024 | Imprint Wealth LLC | 75,176 | $1.43M | 1.1% | +9.6% | 0.193% | |
1/30/2024 | PCG Wealth Advisors LLC | 50,825 | $964K | 0.5% | -13.6% | 0.131% | |
1/29/2024 | Braun Bostich & Associates Inc. | 50,221 | $952K | 0.9% | N/A | 0.129% | |
1/25/2024 | RFG Advisory LLC | 100,794 | $1.91M | 0.1% | +1.5% | 0.259% | |
1/25/2024 | International Assets Investment Management LLC | 145,031 | $2.75M | 0.0% | N/A | 0.373% | |
1/24/2024 | Stratos Wealth Partners LTD. | 27,205 | $516K | 0.0% | -14.3% | 0.070% | |
1/24/2024 | International Assets Investment Management LLC | 145,031 | $2.75M | 0.0% | N/A | 0.373% | |
1/24/2024 | Private Trust Co. NA | 33,531 | $636K | 0.1% | -14.9% | 0.086% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 27,786 | $527K | 0.1% | -38.0% | 0.071% | |
1/23/2024 | Insight Advisors LLC PA | 134,200 | $2.54M | 0.5% | +2.7% | 0.345% | |
1/23/2024 | DAVENPORT & Co LLC | 92,022 | $1.75M | 0.0% | -13.6% | 0.237% | |
1/22/2024 | Clarus Wealth Advisors | 33,360 | $632K | 0.4% | N/A | 0.086% | |
1/19/2024 | Wagner Wealth Management LLC | 3,599 | $68K | 0.0% | -22.9% | 0.009% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 11,041 | $209K | 0.0% | N/A | 0.028% | |
1/18/2024 | TFB Advisors LLC | 12,605 | $239K | 0.1% | N/A | 0.032% | |
1/18/2024 | Global Retirement Partners LLC | 9,775 | $185K | 0.0% | +109.7% | 0.025% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 195,989 | $3.72M | 0.0% | +120.8% | 0.504% | |
1/16/2024 | Security Financial Services INC. | 32,386 | $614K | 0.2% | -8.9% | 0.083% | |
1/16/2024 | Raymond James & Associates | 223,946 | $4.25M | 0.0% | +22.8% | 0.576% | |
1/16/2024 | CoreCap Advisors LLC | 102,785 | $1.95M | 0.1% | +53.5% | 0.264% | |
1/12/2024 | Kure Advisory LLC | 89,986 | $1.71M | 0.9% | -1.4% | 0.231% | |
1/11/2024 | TCP Asset Management LLC | 156,447 | $2.97M | 1.1% | +2.3% | 0.402% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 65,921 | $1.25M | 0.1% | -16.8% | 0.169% | |
1/9/2024 | IFP Advisors Inc | 196,227 | $3.72M | 0.2% | +96.1% | 0.504% | |
1/9/2024 | EWG Elevate Inc. | 169,212 | $3.21M | 1.3% | N/A | 0.435% | |
12/8/2023 | Raleigh Capital Management Inc. | 7,532 | $139K | 0.1% | -8.7% | 0.019% | |
12/6/2023 | Raleigh Capital Management Inc. | 7,532 | $139K | 0.1% | -8.7% | 0.019% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 31,165 | $573K | 0.0% | +65.8% | 0.080% | |
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11/16/2023 | Harbour Investments Inc. | 35,300 | $649K | 0.0% | -7.5% | 0.091% | |
11/14/2023 | Rehmann Capital Advisory Group | 114,934 | $2.11M | 0.2% | +0.8% | 0.295% | |
11/13/2023 | Stifel Financial Corp | 360,858 | $6.64M | 0.0% | -72.9% | 0.928% | |
11/13/2023 | Visionary Wealth Advisors | 290,442 | $5.34M | 0.4% | -13.1% | 0.747% | |
11/13/2023 | LPL Financial LLC | 5,936,175 | $109.17M | 0.1% | +5.8% | 15.260% | |
11/13/2023 | Envestnet Asset Management Inc. | 1,068,331 | $19.65M | 0.0% | -24.1% | 2.746% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 359,518 | $6.61M | 0.0% | N/A | 0.924% | |
11/13/2023 | Kestra Advisory Services LLC | 565,729 | $10.40M | 0.1% | +650.0% | 1.454% | |
11/8/2023 | Herold Advisors Inc. | 10,635 | $196K | 0.1% | -11.2% | 0.027% | |
11/8/2023 | HighTower Advisors LLC | 89,860 | $1.65M | 0.0% | +9.3% | 0.231% | |