1/29/2025 | Avidian Wealth Enterprises LLC | 12,742 | $290K | 0.0% | +8.7% | 0.349% | |
1/27/2025 | Silver Oak Securities Incorporated | 12,765 | $291K | 0.0% | N/A | 0.350% | |
1/24/2025 | Spire Wealth Management | 8,576 | $195K | 0.0% | -8.7% | 0.235% | |
1/16/2025 | Maltin Wealth Management Inc. | 18,604 | $424K | 0.2% | N/A | 0.510% | |
11/14/2024 | Rockefeller Capital Management L.P. | 200,099 | $4.85M | 0.0% | +6.3% | 5.482% | |
11/13/2024 | Freedom Investment Management Inc. | 10,467 | $254K | 0.0% | N/A | 0.287% | |
11/7/2024 | Claro Advisors LLC | 23,622 | $573K | 0.1% | -2.3% | 0.647% | |
11/6/2024 | Main Street Financial Solutions LLC | 21,186 | $514K | 0.0% | -4.5% | 0.580% | |
11/5/2024 | Harbour Investments Inc. | 16,144 | $392K | 0.0% | -89.4% | 0.442% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 264,939 | $6.37M | 1.1% | +35.8% | 7.259% | |
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11/4/2024 | Sigma Planning Corp | 14,679 | $356K | 0.0% | N/A | 0.402% | |
10/30/2024 | Maia Wealth LLC | 128,708 | $3.12M | 0.7% | N/A | 3.526% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 2,542 | $62K | 0.0% | N/A | 0.070% | |
10/24/2024 | Vima LLC | 76,294 | $1.85M | 3.8% | -7.8% | 2.090% | |
10/24/2024 | Arkadios Wealth Advisors | 12,081 | $293K | 0.0% | +4.3% | 0.331% | |
10/21/2024 | Integrity Financial Corp WA | 81,014 | $1.97M | 1.2% | -17.1% | 2.220% | |
10/18/2024 | Raymond James & Associates | 213,581 | $5.18M | 0.0% | -2.8% | 5.852% | |
10/17/2024 | Claro Advisors LLC | 3,254 | $79K | 0.0% | -86.5% | 0.089% | |
10/8/2024 | Brookstone Capital Management | 9,719 | $236K | 0.0% | N/A | 0.266% | |
8/22/2024 | Cetera Investment Advisers | 180,654 | $4.19M | 0.0% | +91.9% | 4.949% | |
8/8/2024 | Vima LLC | 82,785 | $1.92M | 4.2% | N/A | 2.268% | |
8/8/2024 | Main Street Financial Solutions LLC | 22,176 | $514K | 0.0% | -17.7% | 0.608% | |
8/7/2024 | MGO One Seven LLC | 372,412 | $8.63M | 0.4% | +1.3% | 10.203% | |
8/6/2024 | Chris Bulman Inc | 1,146 | $27K | 0.0% | N/A | 0.031% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 195,097 | $4.52M | 1.2% | N/A | 5.345% | |
7/31/2024 | Commonwealth Equity Services LLC | 185,805 | $4.31M | 0.0% | +39.0% | 5.091% | |
7/30/2024 | Integrity Financial Corp WA | 97,669 | $2.26M | 1.4% | +23.0% | 2.676% | |
7/29/2024 | Arkadios Wealth Advisors | 11,581 | $268K | 0.0% | +23.2% | 0.317% | |
7/26/2024 | Harbour Investments Inc. | 151,960 | $3.52M | 0.1% | +898.6% | 4.163% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 325,442 | $7.54M | 0.0% | +15.3% | 8.916% | |
7/19/2024 | Raymond James & Associates | 219,637 | $5.09M | 0.0% | +292.0% | 6.017% | |
7/17/2024 | SOA Wealth Advisors LLC. | 13,819 | $320K | 0.1% | +1,676.2% | 0.379% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 24,455 | $567K | 0.0% | +31.2% | 0.670% | |
7/16/2024 | EWG Elevate Inc. | 55,379 | $1.28M | 0.5% | N/A | 1.517% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 8,177 | $190K | 0.1% | +21.3% | 0.224% | |
5/24/2024 | Cetera Advisors LLC | 19,945 | $462K | 0.0% | -58.5% | 0.546% | |
5/24/2024 | Cetera Investment Advisers | 94,147 | $2.18M | 0.0% | +171.6% | 2.579% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 18,640 | $432K | 0.0% | +4.8% | 0.511% | |
5/3/2024 | Integrity Financial Corp WA | 79,399 | $1.84M | 1.3% | N/A | 2.175% | |
5/1/2024 | Grant Street Asset Management Inc. | 115,106 | $2.67M | 0.9% | -45.0% | 3.154% | |
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4/30/2024 | Arkadios Wealth Advisors | 9,403 | $218K | 0.0% | -16.3% | 0.277% | |
4/29/2024 | Commonwealth Equity Services LLC | 133,711 | $3.10M | 0.0% | +22.4% | 3.933% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 282,231 | $6.54M | 0.0% | -1.9% | 8.301% | |
4/24/2024 | Spire Wealth Management | 10,615 | $246K | 0.0% | -18.3% | 0.312% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 94,000 | $2.18M | 0.0% | +25.0% | 2.765% | |
4/18/2024 | Claro Advisors LLC | 24,172 | $560K | 0.1% | -13.0% | 0.711% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 6,743 | $156K | 0.1% | +21.0% | 0.218% | |
4/10/2024 | Fragasso Group Inc. | 10,981 | $254K | 0.0% | -22.8% | 0.354% | |
2/14/2024 | MGO One Seven LLC | 358,261 | $7.92M | 0.5% | -0.8% | 11.557% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 17,785 | $393K | 0.0% | +3.3% | 0.574% | |
2/7/2024 | Principal Securities Inc. | 2,838 | $63K | 0.0% | N/A | 0.092% | |
2/6/2024 | Ifrah Financial Services Inc. | 22,350 | $494K | 0.1% | -4.8% | 0.721% | |
2/5/2024 | Kestra Private Wealth Services LLC | 16,744 | $370K | 0.0% | -79.4% | 0.540% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 231,737 | $5.12M | 1.5% | N/A | 7.475% | |
2/2/2024 | Atria Wealth Solutions Inc. | 17,785 | $393K | 0.0% | +3.3% | 0.574% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 5,575 | $123K | 0.1% | -9.7% | 0.180% | |
1/25/2024 | Grant Street Asset Management Inc. | 209,354 | $4.63M | 1.6% | -11.8% | 6.753% | |
1/24/2024 | Arkadios Wealth Advisors | 11,233 | $248K | 0.0% | -19.5% | 0.362% | |
1/19/2024 | AlphaMark Advisors LLC | 10,028 | $222K | 0.1% | -38.5% | 0.323% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 75,224 | $1.66M | 0.0% | +54.4% | 2.427% | |
1/16/2024 | Raymond James & Associates | 13,773 | $304K | 0.0% | +12.7% | 0.444% | |
12/6/2023 | Grant Street Asset Management Inc. | 237,417 | $4.83M | 1.9% | +6.6% | 7.659% | |
11/13/2023 | Jaffetilchin Investment Partners LLC | 12,950 | $263K | 0.0% | -21.8% | 0.418% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 17,209 | $350K | 0.0% | N/A | 0.555% | |
11/8/2023 | Atria Wealth Solutions Inc. | 17,209 | $350K | 0.0% | +15.0% | 0.555% | |
11/8/2023 | Spire Wealth Management | 12,996 | $264K | 0.0% | -29.4% | 0.419% | |
11/8/2023 | Kestra Private Wealth Services LLC | 81,206 | $1.65M | 0.1% | +2.8% | 2.620% | |
11/3/2023 | MGO One Seven LLC | 361,103 | $7.34M | 0.6% | +14.1% | 11.648% | |
11/3/2023 | Main Street Financial Solutions LLC | 32,350 | $658K | 0.1% | -15.8% | 1.044% | |
10/31/2023 | AlphaMark Advisors LLC | 16,318 | $332K | 0.1% | -16.9% | 0.526% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 48,716 | $991K | 0.0% | +50.4% | 1.571% | |
10/23/2023 | Commonwealth Equity Services LLC | 113,252 | $2.30M | 0.0% | +1.0% | 3.653% | |
10/13/2023 | Arkadios Wealth Advisors | 13,959 | $284K | 0.0% | N/A | 0.450% | |
10/11/2023 | AE Wealth Management LLC | 245,076 | $4.98M | 0.0% | -10.0% | 7.906% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 6,175 | $126K | 0.1% | N/A | 0.199% | |
8/15/2023 | Grant Street Asset Management Inc. | 222,754 | $4.73M | 1.8% | +697.7% | 7.186% | |
8/11/2023 | Visionary Wealth Advisors | 58,730 | $1.25M | 0.1% | +9.1% | 1.895% | |
8/11/2023 | Kestra Advisory Services LLC | 46,991 | $997K | 0.0% | +10.1% | 1.516% | |
8/10/2023 | Osaic Holdings Inc. | 138,195 | $2.93M | 0.0% | +222.1% | 4.458% | |
8/10/2023 | Commonwealth Equity Services LLC | 112,127 | $2.38M | 0.0% | +1.3% | 3.617% | |
8/10/2023 | Cetera Advisors LLC | 49,942 | $1.06M | 0.0% | -64.5% | 1.611% | |
8/10/2023 | Cetera Advisor Networks LLC | 54,779 | $1.16M | 0.0% | +48.8% | 1.767% | |
8/10/2023 | Cetera Investment Advisers | 39,511 | $838K | 0.0% | +205.8% | 1.275% | |
8/9/2023 | Spire Wealth Management | 18,398 | $390K | 0.0% | +1,238.0% | 0.593% | |
8/8/2023 | Kestra Private Wealth Services LLC | 79,016 | $1.68M | 0.1% | N/A | 2.549% | |
8/8/2023 | Claro Advisors LLC | 27,995 | $594K | 0.1% | +21.1% | 0.903% | |
8/4/2023 | IFP Advisors Inc | 14,515 | $292K | 0.0% | -4.1% | 0.468% | |
8/3/2023 | Atria Wealth Solutions Inc. | 14,962 | $317K | 0.0% | +11.2% | 0.483% | |
8/2/2023 | Legacy CG LLC | 420,211 | $8.91M | 4.1% | N/A | 13.555% | |
8/1/2023 | Ifrah Financial Services Inc. | 23,504 | $499K | 0.2% | N/A | 0.855% | |
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7/28/2023 | AlphaMark Advisors LLC | 19,628 | $416K | 0.2% | +103.4% | 0.714% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 32,393 | $687K | 0.0% | N/A | 1.178% | |
7/25/2023 | Prosperity Consulting Group LLC | 10,281 | $218K | 0.1% | N/A | 0.374% | |
7/10/2023 | AE Wealth Management LLC | 272,272 | $5.78M | 0.0% | +61.2% | 9.901% | |
7/6/2023 | HBW Advisory Services LLC | 11,437 | $243K | 0.1% | +8.0% | 0.416% | |
6/14/2023 | Atria Wealth Solutions Inc. | 13,457 | $278K | 0.0% | N/A | 0.528% | |
5/16/2023 | Grant Street Asset Management Inc. | 27,923 | $578K | 0.2% | +59.9% | 1.095% | |
5/11/2023 | Jaffetilchin Investment Partners LLC | 13,850 | $287K | 0.0% | N/A | 0.543% | |
5/11/2023 | Commonwealth Equity Services LLC | 110,645 | $2.29M | 0.0% | +183.5% | 4.339% | |
5/9/2023 | Spire Wealth Management | 1,375 | $28K | 0.0% | N/A | 0.054% | |