4/25/2024 | Cambridge Investment Research Advisors Inc. | 158,172 | $3.40M | 0.0% | -1.5% | 0.394% | |
4/24/2024 | Solstein Capital LLC | 190,706 | $4.10M | 2.8% | +16.2% | 0.475% | |
4/23/2024 | Global Retirement Partners LLC | 2,923 | $63K | 0.0% | -15.2% | 0.007% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 290,893 | $6.25M | 0.0% | -2.0% | 0.724% | |
4/22/2024 | Strategic Financial Concepts LLC | 14,405 | $309K | 0.1% | N/A | 0.036% | |
4/22/2024 | Raymond James & Associates | 210,700 | $4.53M | 0.0% | +10.2% | 0.524% | |
|
4/22/2024 | Accordant Advisory Group Inc | 207,485 | $4.46M | 3.3% | N/A | 0.516% | |
4/19/2024 | Sloy Dahl & Holst LLC | 23,590 | $507K | 0.1% | +2.2% | 0.059% | |
4/18/2024 | Tower Wealth Partners Inc. | 54,474 | $1.17M | 0.8% | +1.8% | 0.136% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 351,807 | $7.56M | 0.0% | +18.4% | 0.876% | |
4/15/2024 | Brookstone Capital Management | 17,409 | $374K | 0.0% | +11.4% | 0.043% | |
4/12/2024 | Morton Capital Management LLC CA | 4,529,103 | $97.29M | 26.3% | +2.1% | 11.646% | |
4/9/2024 | Mather Group LLC. | 50,473 | $1.01M | 0.0% | +1.0% | 0.130% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 26,934 | $538K | 0.0% | N/A | 0.069% | |
3/8/2024 | ICA Group Wealth Management LLC | 61,992 | $1.24M | 0.3% | +30.8% | 0.159% | |
2/28/2024 | EP Wealth Advisors LLC | 62,300 | $1.24M | 0.0% | +206.9% | 0.160% | |
2/14/2024 | Pitcairn Co. | 1,227,033 | $24.49M | 1.9% | -2.8% | 3.155% | |
2/14/2024 | Security National Bank | 33,318 | $665K | 0.2% | +127.6% | 0.086% | |
2/13/2024 | Cetera Advisor Networks LLC | 685,992 | $13.69M | 0.1% | +4.8% | 1.764% | |
2/13/2024 | Oppenheimer & Co. Inc. | 68,764 | $1.37M | 0.0% | -16.7% | 0.177% | |
2/12/2024 | Cape Investment Advisory Inc. | 10,529 | $210K | 0.1% | -13.0% | 0.027% | |
2/9/2024 | Advisory Services Network LLC | 8,329 | $166K | 0.0% | N/A | 0.021% | |
2/9/2024 | ProVise Management Group LLC | 128,639 | $2.57M | 0.2% | +1.8% | 0.331% | |
2/9/2024 | Starfox Financial Services LLC | 403,729 | $8.06M | 7.5% | +7.0% | 1.038% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 160,607 | $3.21M | 0.0% | -8.1% | 0.413% | |
2/7/2024 | Private Portfolio Partners LLC | 28,990 | $579K | 0.1% | +7.5% | 0.075% | |
2/7/2024 | Northwest Financial Advisors | 8,096 | $162K | 0.1% | N/A | 0.021% | |
2/7/2024 | Principal Securities Inc. | 10,000 | $200K | 0.0% | N/A | 0.026% | |
2/6/2024 | Lincoln National Corp | 38,555 | $770K | 0.0% | +82.5% | 0.099% | |
2/6/2024 | Private Advisor Group LLC | 15,765 | $315K | 0.0% | -13.8% | 0.041% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 6,075 | $122K | 0.0% | +295.5% | 0.016% | |
2/6/2024 | Smart Money Group LLC | 105,411 | $2.10M | 0.9% | +1.2% | 0.271% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 434,142 | $8.67M | 1.2% | -4.2% | 1.116% | |
2/5/2024 | Van ECK Associates Corp | 914,963 | $18.26M | 0.0% | -1.4% | 2.353% | |
2/5/2024 | Mather Group LLC. | 49,982 | $998K | 0.0% | -14.0% | 0.129% | |
2/5/2024 | Silver Oak Securities Incorporated | 247,944 | $4.95M | 0.7% | +96.9% | 0.638% | |
2/1/2024 | Sigma Planning Corp | 17,631 | $352K | 0.0% | -67.6% | 0.045% | |
1/31/2024 | Euro Pacific Asset Management LLC | 346,772 | $7.00M | 1.5% | -3.1% | 0.892% | |
1/30/2024 | Sloy Dahl & Holst LLC | 23,090 | $461K | 0.1% | +3.4% | 0.059% | |
1/29/2024 | Granite Bay Wealth Management LLC | 124,976 | $2.39M | 0.0% | +1.6% | 0.321% | |
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1/24/2024 | Walkner Condon Financial Advisors LLC | 43,276 | $864K | 0.2% | -1.8% | 0.111% | |
1/23/2024 | Solstein Capital LLC | 164,153 | $3.28M | 2.4% | N/A | 0.422% | |
1/22/2024 | Tower Wealth Partners Inc. | 53,509 | $1.07M | 0.8% | -4.1% | 0.138% | |
1/22/2024 | Mayflower Financial Advisors LLC | 25,520 | $509K | 0.0% | +2.4% | 0.066% | |
1/19/2024 | SFG Wealth Management LLC. | 87,968 | $1.76M | 1.2% | -4.3% | 0.226% | |
1/18/2024 | Morton Capital Management LLC CA | 4,437,117 | $88.57M | 26.3% | +1.2% | 11.409% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 296,884 | $5.93M | 0.0% | +3.6% | 0.763% | |
1/16/2024 | Raymond James & Associates | 191,200 | $3.82M | 0.0% | -10.7% | 0.492% | |
1/11/2024 | Brookstone Capital Management | 15,621 | $312K | 0.0% | N/A | 0.040% | |
12/5/2023 | Morton Capital Management LLC CA | 4,382,472 | $78.40M | 27.8% | +1.0% | 11.269% | |
11/24/2023 | EP Wealth Advisors LLC | 20,300 | $363K | 0.0% | N/A | 0.052% | |
11/20/2023 | Silver Oak Securities Incorporated | 125,941 | $2.25M | 0.4% | -37.3% | 0.324% | |
11/15/2023 | Knightsbridge Asset Management LLC | 39,981 | $715K | 0.2% | +15.4% | 0.103% | |
11/14/2023 | Samalin Investment Counsel LLC | 190,619 | $3.41M | 2.0% | +2.0% | 0.490% | |
11/14/2023 | Mather Group LLC. | 58,096 | $1.04M | 0.0% | -2.3% | 0.149% | |
11/13/2023 | Cadence Bank | 30,201 | $540K | 0.0% | +4.3% | 0.078% | |
11/13/2023 | LPL Financial LLC | 1,579,732 | $28.26M | 0.0% | -2.2% | 4.062% | |
11/13/2023 | Envestnet Asset Management Inc. | 520,056 | $9.30M | 0.0% | +23.9% | 1.337% | |
11/13/2023 | Wealthsource Partners LLC | 49,868 | $892K | 0.1% | +2.6% | 0.128% | |
11/9/2023 | White Pine Capital LLC | 22,227 | $398K | 0.2% | -5.2% | 0.057% | |
11/8/2023 | HighTower Advisors LLC | 363,227 | $6.50M | 0.0% | -1.2% | 0.934% | |
11/8/2023 | Baltimore Washington Financial Advisors Inc. | 19,708 | $353K | 0.0% | +9.5% | 0.051% | |
11/8/2023 | Van ECK Associates Corp | 927,909 | $16.60M | 0.0% | -9.8% | 2.386% | |
11/8/2023 | ProVise Management Group LLC | 126,333 | $2.26M | 0.2% | +8.6% | 0.325% | |
11/8/2023 | Janney Montgomery Scott LLC | 15,580 | $279K | 0.0% | +14.7% | 0.040% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 453,292 | $8.11M | 1.3% | +2.1% | 1.166% | |
11/8/2023 | Oppenheimer & Co. Inc. | 82,530 | $1.48M | 0.0% | +11.7% | 0.212% | |
11/8/2023 | Strategic Financial Concepts LLC | 23,898 | $428K | 0.1% | N/A | 0.061% | |
11/7/2023 | Kingsview Wealth Management LLC | 31,406 | $562K | 0.0% | +139.2% | 0.081% | |
11/7/2023 | Starfox Financial Services LLC | 377,244 | $7.27M | 7.9% | +3.5% | 0.970% | |
11/6/2023 | Sigma Planning Corp | 54,475 | $975K | 0.0% | -17.1% | 0.140% | |
11/6/2023 | Euro Pacific Asset Management LLC | 357,873 | $6.55M | 1.5% | -2.0% | 0.920% | |
11/6/2023 | Lincoln National Corp | 21,130 | $378K | 0.0% | +42.2% | 0.054% | |
11/6/2023 | Guild Investment Management Inc. | 20,000 | $358K | 0.6% | N/A | 0.051% | |
11/6/2023 | Capital Wealth Alliance LLC | 147,155 | $2.63M | 1.8% | -3.8% | 0.378% | |
11/4/2023 | NBC Securities Inc. | 10,591 | $189K | 0.0% | N/A | 0.027% | |
11/3/2023 | NewSquare Capital LLC | 34,927 | $625K | 0.1% | -62.7% | 0.090% | |
11/3/2023 | Private Advisor Group LLC | 18,288 | $327K | 0.0% | +81.9% | 0.047% | |
11/2/2023 | Sloy Dahl & Holst LLC | 22,330 | $399K | 0.1% | +3.4% | 0.057% | |
11/1/2023 | Money Concepts Capital Corp | 249,368 | $4.46M | 0.5% | +0.5% | 0.641% | |
10/26/2023 | Clear Harbor Asset Management LLC | 53,835 | $963K | 0.1% | +8.0% | 0.138% | |
10/26/2023 | Shufro Rose & Co. LLC | 23,639 | $423K | 0.0% | +9.0% | 0.061% | |
10/25/2023 | Tower Wealth Partners Inc. | 55,807 | $998K | 0.8% | -2.2% | 0.143% | |
10/24/2023 | Baker Ellis Asset Management LLC | 42,000 | $751K | 0.1% | -4.5% | 0.108% | |
10/24/2023 | Stratos Wealth Partners LTD. | 91,606 | $1.64M | 0.0% | +4.5% | 0.236% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 286,552 | $5.13M | 0.0% | +7.1% | 0.737% | |
10/24/2023 | Raymond James & Associates | 214,123 | $3.83M | 0.0% | +0.6% | 0.551% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 174,668 | $3.13M | 0.0% | +4.0% | 0.449% | |
10/23/2023 | Commonwealth Equity Services LLC | 217,055 | $3.88M | 0.0% | +2.2% | 0.558% | |
10/20/2023 | SFG Wealth Management LLC. | 91,887 | $1.64M | 1.3% | -52.9% | 0.236% | |
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10/20/2023 | Walkner Condon Financial Advisors LLC | 44,080 | $789K | 0.2% | +8.8% | 0.113% | |
10/13/2023 | Global Retirement Partners LLC | 3,778 | $67K | 0.0% | -49.8% | 0.010% | |
10/12/2023 | Granite Bay Wealth Management LLC | 122,976 | $2.29M | 0.0% | N/A | 0.316% | |
10/12/2023 | Mayflower Financial Advisors LLC | 24,920 | $446K | 0.0% | +6.4% | 0.064% | |
10/11/2023 | CWM LLC | 10,156 | $182K | 0.0% | +15.3% | 0.026% | |
8/24/2023 | ProVise Management Group LLC | 116,331 | $2.16M | 0.2% | +272.6% | 0.299% | |
8/15/2023 | Cadence Bank | 28,967 | $539K | 0.0% | -5.1% | 0.074% | |
8/14/2023 | MML Investors Services LLC | 356,567 | $6.63M | 0.0% | +36.3% | 0.917% | |
8/11/2023 | Wick Capital Partners LLC | 13,340 | $248K | 0.1% | N/A | 0.034% | |
8/10/2023 | Commonwealth Equity Services LLC | 212,319 | $3.95M | 0.0% | -0.4% | 0.546% | |