5/16/2024 | Kraft Davis & Associates LLC | 100,618 | $1.88M | 0.6% | -7.1% | 1.797% | |
5/14/2024 | Axxcess Wealth Management LLC | 282,570 | $5.30M | 0.1% | -20.0% | 3.600% | |
5/2/2024 | Mutual Advisors LLC | 206,578 | $3.87M | 0.1% | -9.5% | 3.689% | |
5/2/2024 | FinTrust Capital Advisors LLC | 4,446 | $83K | 0.0% | -50.0% | 0.079% | |
4/30/2024 | Private Advisor Group LLC | 92,405 | $1.73M | 0.0% | -3.6% | 1.650% | |
4/30/2024 | Commonwealth Equity Services LLC | 77,448 | $1.45M | 0.0% | +25.7% | 1.383% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 80,475 | $1.51M | 0.0% | +10.6% | 1.437% | |
4/16/2024 | Capital Asset Advisory Services LLC | 283,975 | $5.32M | 0.3% | -19.8% | 4.982% | |
4/11/2024 | International Assets Investment Management LLC | 19,435 | $363K | 0.0% | -18.8% | 0.341% | |
4/5/2024 | NBC Securities Inc. | 3,342 | $62K | 0.0% | -27.9% | 0.058% | |
2/9/2024 | Tidemark LLC | 10,596 | $200K | 0.1% | N/A | 0.184% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 18,721 | $353K | 0.0% | -10.7% | 0.326% | |
2/7/2024 | NBC Securities Inc. | 4,633 | $87K | 0.0% | -25.8% | 0.081% | |
2/7/2024 | Principal Securities Inc. | 56,513 | $1.07M | 0.0% | N/A | 0.983% | |
2/6/2024 | EdgeRock Capital LLC | 1,949 | $37K | 0.0% | N/A | 0.034% | |
2/6/2024 | Axxcess Wealth Management LLC | 353,055 | $6.65M | 0.2% | +2.0% | 6.140% | |
2/2/2024 | Truist Financial Corp | 10,244 | $193K | 0.0% | -17.9% | 0.167% | |
2/1/2024 | Larson Financial Group LLC | 32,408 | $611K | 0.1% | -29.7% | 0.527% | |
2/1/2024 | Capital Investment Advisory Services LLC | 2,550 | $48K | 0.0% | -39.3% | 0.041% | |
2/1/2024 | Sigma Planning Corp | 25,606 | $483K | 0.0% | -46.8% | 0.416% | |
1/31/2024 | Kraft Davis & Associates LLC | 108,364 | $2.04M | 0.6% | -1.7% | 1.762% | |
1/26/2024 | Cedrus LLC | 414,620 | $7.81M | 4.8% | -0.7% | 6.742% | |
1/25/2024 | International Assets Investment Management LLC | 23,935 | $451K | 0.0% | N/A | 0.389% | |
1/24/2024 | International Assets Investment Management LLC | 451,077 | $8.50M | 0.0% | N/A | 7.335% | |
1/16/2024 | Raymond James & Associates | 40,175 | $757K | 0.0% | +104.2% | 0.653% | |
1/12/2024 | Mutual Advisors LLC | 228,364 | $4.30M | 0.1% | +0.3% | 3.654% | |
1/12/2024 | GPS Wealth Strategies Group LLC | 7,000 | $132K | 0.0% | -69.2% | 0.112% | |
1/11/2024 | Atlas Private Wealth Advisors | 16,424 | $310K | 0.1% | -19.5% | 0.263% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 13,827 | $261K | 0.0% | +6.5% | 0.221% | |
1/10/2024 | Cornerstone Wealth Management LLC | 14,414 | $272K | 0.0% | -5.1% | 0.231% | |
1/9/2024 | Capital Asset Advisory Services LLC | 353,936 | $6.67M | 0.4% | +1.9% | 5.663% | |
11/15/2023 | Axxcess Wealth Management LLC | 346,286 | $6.35M | 0.2% | N/A | 4.947% | |
11/14/2023 | Mutual Advisors LLC | 227,605 | $4.17M | 0.2% | +2.1% | 3.252% | |
11/13/2023 | Jacobi Capital Management LLC | 13,616 | $250K | 0.0% | -9.0% | 0.195% | |
11/13/2023 | LPL Financial LLC | 650,317 | $11.93M | 0.0% | -15.3% | 9.290% | |
11/13/2023 | Kestra Advisory Services LLC | 32,892 | $603K | 0.0% | -81.3% | 0.470% | |
11/6/2023 | Sigma Planning Corp | 48,165 | $883K | 0.0% | -27.2% | 0.688% | |
11/4/2023 | NBC Securities Inc. | 6,241 | $114K | 0.0% | N/A | 0.089% | |
11/3/2023 | Larson Financial Group LLC | 46,090 | $845K | 0.1% | -3.2% | 0.658% | |
11/3/2023 | Private Advisor Group LLC | 95,992 | $1.76M | 0.0% | -13.7% | 1.371% | |
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11/2/2023 | 1776 Wealth LLC | 30,000 | $550K | 0.3% | -25.0% | 0.429% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 22,700 | $416K | 0.1% | -19.5% | 0.329% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 72,671 | $1.33M | 0.0% | -41.2% | 1.053% | |
10/24/2023 | Raymond James & Associates | 19,671 | $361K | 0.0% | -20.5% | 0.285% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 29,617 | $543K | 0.0% | N/A | 0.429% | |
10/23/2023 | Commonwealth Equity Services LLC | 67,238 | $1.23M | 0.0% | +7.2% | 0.974% | |
10/18/2023 | Capital Asset Advisory Services LLC | 347,214 | $6.38M | 0.4% | -37.6% | 4.960% | |
10/16/2023 | Kraft Davis & Associates LLC | 110,186 | $2.01M | 0.8% | -1.2% | 1.574% | |
10/11/2023 | AE Wealth Management LLC | 12,489 | $229K | 0.0% | -79.7% | 0.177% | |
10/11/2023 | CWM LLC | 5,537 | $102K | 0.0% | -46.3% | 0.079% | |
10/11/2023 | Atlas Private Wealth Advisors | 20,394 | $374K | 0.1% | -31.6% | 0.289% | |
8/30/2023 | Western Wealth Management LLC | 11,575 | $213K | 0.0% | N/A | 0.149% | |
8/11/2023 | Kestra Advisory Services LLC | 176,149 | $3.25M | 0.0% | -78.1% | 2.273% | |
8/10/2023 | Private Advisor Group LLC | 111,290 | $2.06M | 0.0% | -23.1% | 1.436% | |
8/8/2023 | Jacobi Capital Management LLC | 14,967 | $276K | 0.0% | -7.1% | 0.193% | |
8/8/2023 | Prospera Financial Services Inc | 13,277 | $245K | 0.0% | -12.8% | 0.171% | |
8/4/2023 | Envestnet Asset Management Inc. | 84,803 | $1.56M | 0.0% | +159.4% | 1.094% | |
8/4/2023 | Atlas Private Wealth Advisors | 29,836 | $550K | 0.1% | +105.0% | 0.385% | |
8/3/2023 | Larson Financial Group LLC | 47,632 | $878K | 0.1% | -5.9% | 0.615% | |
8/3/2023 | CWM LLC | 10,314 | $190K | 0.0% | -77.2% | 0.129% | |
8/2/2023 | Capital Asset Advisory Services LLC | 556,097 | $10.33M | 0.7% | +7.2% | 6.951% | |
8/2/2023 | Synergy Asset Management LLC | 37,088 | $684K | 0.2% | -10.7% | 0.464% | |
8/2/2023 | Sigma Planning Corp | 66,186 | $1.22M | 0.0% | -54.2% | 0.827% | |
7/31/2023 | LPL Financial LLC | 767,479 | $14.15M | 0.0% | -16.4% | 9.593% | |
7/31/2023 | Mutual Advisors LLC | 222,943 | $4.11M | 0.2% | -0.8% | 2.787% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 12,145 | $224K | 0.0% | +20.9% | 0.152% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 123,673 | $2.28M | 0.0% | -24.3% | 1.546% | |
7/25/2023 | Raymond James & Associates | 24,748 | $456K | 0.0% | +11.4% | 0.309% | |
7/25/2023 | Onyx Bridge Wealth Group LLC | 18,080 | $333K | 0.1% | -5.9% | 0.226% | |
7/25/2023 | Ameritas Advisory Services LLC | 26,535 | $488K | 0.1% | -62.6% | 0.332% | |
7/17/2023 | GPS Wealth Strategies Group LLC | 28,200 | $520K | 0.1% | -16.3% | 0.338% | |
7/14/2023 | Cornerstone Wealth Management LLC | 15,163 | $280K | 0.0% | -21.4% | 0.181% | |
7/11/2023 | EdgeRock Capital LLC | 647,305 | $11.94M | 5.8% | -7.4% | 7.706% | |
7/10/2023 | AE Wealth Management LLC | 61,508 | $1.13M | 0.0% | -91.3% | 0.732% | |
5/12/2023 | Capital Asset Advisory Services LLC | 518,918 | $9.67M | 0.7% | +4.4% | 5.610% | |
5/11/2023 | Envestnet Asset Management Inc. | 32,695 | $609K | 0.0% | -16.3% | 0.353% | |
5/10/2023 | Mach 1 Financial Group LLC | 1,420 | $26.46M | 0.2% | N/A | 0.015% | |
5/10/2023 | Private Advisor Group LLC | 144,809 | $2.70M | 0.0% | N/A | 1.566% | |
5/10/2023 | Resources Investment Advisors LLC. | 28,677 | $534K | 0.0% | +160.7% | 0.310% | |
5/10/2023 | LPL Financial LLC | 918,484 | $17.11M | 0.0% | -15.5% | 9.930% | |
5/8/2023 | Sigma Planning Corp | 144,576 | $2.69M | 0.1% | +324.5% | 1.563% | |
5/5/2023 | Truist Financial Corp | 12,340 | $230K | 0.0% | -57.0% | 0.132% | |
5/5/2023 | Jacobi Capital Management LLC | 16,112 | $300K | 0.0% | -9.9% | 0.172% | |
5/4/2023 | Larson Financial Group LLC | 50,602 | $943K | 0.1% | +4.3% | 0.541% | |
5/2/2023 | BlackDiamond Wealth Management Inc. | 14,491 | $271K | 0.3% | +35.4% | 0.155% | |
5/1/2023 | CWM LLC | 45,251 | $843K | 0.0% | +807.4% | 0.484% | |
4/28/2023 | Ameritas Advisory Services LLC | 70,952 | $1.32M | 0.1% | -17.9% | 0.759% | |
4/27/2023 | Benjamin Edwards Inc. | 5,848 | $109K | 0.0% | N/A | 0.063% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 5,150 | $96K | 0.0% | -57.4% | 0.055% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 10,042 | $187K | 0.0% | +55.4% | 0.107% | |
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4/21/2023 | Capital Investment Advisory Services LLC | 4,518 | $84K | 0.0% | -11.5% | 0.048% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 33,700 | $628K | 0.1% | -16.2% | 0.360% | |
4/14/2023 | AE Wealth Management LLC | 709,636 | $13.22M | 0.1% | -18.0% | 7.549% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 163,436 | $3.05M | 0.0% | -13.6% | 1.739% | |
4/14/2023 | Raymond James & Associates | 22,206 | $414K | 0.0% | +18.0% | 0.236% | |
4/13/2023 | EdgeRock Capital LLC | 699,112 | $13.02M | 6.7% | -17.0% | 7.437% | |
4/10/2023 | Onyx Bridge Wealth Group LLC | 19,215 | $358K | 0.1% | -10.6% | 0.204% | |
3/8/2023 | Capital Asset Advisory Services LLC | 496,897 | $9.21M | 0.7% | N/A | 4.538% | |
2/15/2023 | Atlas Private Wealth Advisors | 14,284 | $263K | 0.1% | -55.5% | 0.130% | |
2/14/2023 | EdgeRock Capital LLC | 842,142 | $15.53M | 8.7% | -9.9% | 7.691% | |