10/31/2024 | Concurrent Investment Advisors LLC | 30,056 | $528K | 0.0% | -12.2% | 0.633% | |
10/29/2024 | Janney Montgomery Scott LLC | 89,360 | $1.57M | 0.0% | -0.9% | 1.881% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 18,652 | $328K | 0.2% | +20.3% | 0.397% | |
10/25/2024 | Gateway Wealth Partners LLC | 19,363 | $340K | 0.1% | +25.8% | 0.412% | |
10/15/2024 | NBC Securities Inc. | 64,782 | $1.14M | 0.1% | -24.0% | 1.378% | |
10/11/2024 | Iams Wealth Management LLC | 13,602 | $239K | 0.1% | +20.0% | 0.289% | |
|
10/11/2024 | Wagner Wealth Management LLC | 582,027 | $10.22M | 2.8% | +6.7% | 12.384% | |
8/22/2024 | Cetera Investment Advisers | 67,788 | $1.07M | 0.0% | +3.5% | 1.442% | |
8/16/2024 | Gateway Wealth Partners LLC | 15,393 | $242K | 0.1% | +21.3% | 0.328% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 27,869 | $438K | 0.0% | +2.5% | 0.593% | |
8/8/2024 | Envestnet Asset Management Inc. | 251,448 | $3.95M | 0.0% | +6.6% | 5.350% | |
8/2/2024 | FSB Premier Wealth Management Inc. | 15,022 | $236K | 0.1% | -7.2% | 0.320% | |
7/31/2024 | Commonwealth Equity Services LLC | 139,546 | $2.19M | 0.0% | +1.5% | 2.969% | |
7/30/2024 | Hobart Private Capital LLC | 139,590 | $2.19M | 0.6% | +41.9% | 2.970% | |
7/30/2024 | International Assets Investment Management LLC | 1,823 | $29K | 0.0% | N/A | 0.039% | |
7/19/2024 | Raymond James & Associates | 211,490 | $3.33M | 0.0% | +1.3% | 4.500% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 82,124 | $1.29M | 0.0% | -2.5% | 1.747% | |
7/10/2024 | NBC Securities Inc. | 85,199 | $1.34M | 0.1% | -10.9% | 1.813% | |
6/28/2024 | Bright Futures Wealth Management LLC. | 14,842 | $231K | 0.1% | N/A | 0.300% | |
5/24/2024 | Cetera Advisors LLC | 39,862 | $636K | 0.0% | N/A | 0.805% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 14,831 | $237K | 0.0% | N/A | 0.300% | |
5/9/2024 | Orion Portfolio Solutions LLC | 80,019 | $1.28M | 0.0% | -7.7% | 1.617% | |
5/7/2024 | Concurrent Investment Advisors LLC | 33,986 | $542K | 0.0% | -5.6% | 0.687% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 84,222 | $1.34M | 0.0% | +2.4% | 1.701% | |
5/1/2024 | Janney Montgomery Scott LLC | 96,689 | $1.54M | 0.0% | -3.9% | 1.953% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 25,878 | $413K | 0.3% | N/A | 0.523% | |
4/29/2024 | Commonwealth Equity Services LLC | 137,480 | $2.19M | 0.0% | +2.9% | 2.777% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 27,202 | $434K | 0.0% | -15.4% | 0.550% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 13,950 | $223K | 0.1% | +20.1% | 0.282% | |
4/15/2024 | Hobart Private Capital LLC | 98,376 | $1.57M | 0.5% | +42.1% | 1.987% | |
4/15/2024 | Elevated Capital Advisors LLC | 148,890 | $2.38M | 0.7% | +5.7% | 3.008% | |
4/5/2024 | NBC Securities Inc. | 95,663 | $1.53M | 0.1% | -27.7% | 2.035% | |
2/9/2024 | Orion Portfolio Solutions LLC | 86,677 | $1.40M | 0.0% | -12.4% | 1.844% | |
2/8/2024 | Janney Montgomery Scott LLC | 100,566 | $1.62M | 0.0% | +14.5% | 2.140% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 82,235 | $1.33M | 0.0% | -5.2% | 1.750% | |
2/7/2024 | NBC Securities Inc. | 132,274 | $2.13M | 0.2% | -6.2% | 2.814% | |
2/7/2024 | Principal Securities Inc. | 18,724 | $302K | 0.0% | N/A | 0.398% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 32,147 | $518K | 0.0% | -88.1% | 0.684% | |
2/2/2024 | Atria Wealth Solutions Inc. | 36,478 | $588K | 0.0% | +40.6% | 0.784% | |
2/1/2024 | Sigma Planning Corp | 17,669 | $285K | 0.0% | -34.8% | 0.380% | |
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1/19/2024 | Wagner Wealth Management LLC | 170,454 | $2.75M | 0.9% | -2.1% | 3.666% | |
1/18/2024 | Hobart Private Capital LLC | 69,211 | $1.12M | 0.4% | N/A | 1.488% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 11,617 | $187K | 0.1% | N/A | 0.250% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 219,077 | $3.53M | 0.0% | +0.4% | 4.711% | |
1/16/2024 | Raymond James & Associates | 188,817 | $3.04M | 0.0% | -22.2% | 4.061% | |
1/9/2024 | Elevated Capital Advisors LLC | 140,903 | $2.27M | 0.7% | -2.2% | 3.030% | |
12/4/2023 | Tucker Asset Management LLC | 12,093 | $178K | 0.0% | +54.2% | 0.247% | |
11/13/2023 | LPL Financial LLC | 624,966 | $9.18M | 0.0% | +41.3% | 12.754% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 86,732 | $1.27M | 0.0% | N/A | 1.770% | |
11/13/2023 | Kestra Advisory Services LLC | 38,494 | $565K | 0.0% | -6.1% | 0.786% | |
11/8/2023 | Fort Point Capital Partners LLC | 91,139 | $1.34M | 0.2% | -68.9% | 1.860% | |
11/8/2023 | Atria Wealth Solutions Inc. | 25,952 | $381K | 0.0% | -27.1% | 0.530% | |
11/7/2023 | Darwin Wealth Management LLC | 10,516 | $154K | 0.0% | -9.3% | 0.215% | |
11/6/2023 | Sigma Planning Corp | 27,107 | $398K | 0.0% | +10.5% | 0.553% | |
11/4/2023 | NBC Securities Inc. | 141,059 | $2.07M | 0.2% | N/A | 2.879% | |
11/3/2023 | Main Street Financial Solutions LLC | 13,700 | $201K | 0.0% | -12.7% | 0.280% | |
11/1/2023 | Orion Portfolio Solutions LLC | 98,923 | $1.45M | 0.0% | -15.3% | 2.019% | |
10/27/2023 | Gradient Investments LLC | 3,393 | $50K | 0.0% | -99.3% | 0.069% | |
10/24/2023 | Stratos Wealth Partners LTD. | 15,045 | $221K | 0.0% | N/A | 0.307% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 218,104 | $3.20M | 0.0% | +18.3% | 4.451% | |
10/24/2023 | Raymond James & Associates | 242,673 | $3.57M | 0.0% | -4.0% | 4.953% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 27,282 | $401K | 0.0% | -17.6% | 0.557% | |
10/23/2023 | Commonwealth Equity Services LLC | 126,675 | $1.86M | 0.0% | +12.6% | 2.585% | |
10/18/2023 | Wagner Wealth Management LLC | 174,117 | $2.56M | 0.9% | +11.0% | 3.553% | |
10/17/2023 | Elevated Capital Advisors LLC | 144,139 | $2.12M | 0.7% | N/A | 2.942% | |
10/12/2023 | IFP Advisors Inc | 3,340 | $49K | 0.0% | -39.7% | 0.068% | |
8/14/2023 | Fort Point Capital Partners LLC | 293,320 | $4.51M | 0.6% | -15.0% | 5.696% | |
8/11/2023 | Kestra Advisory Services LLC | 40,996 | $631K | 0.0% | +9.7% | 0.796% | |
8/11/2023 | Lansing Street Advisors | 59,095 | $909K | 0.5% | -85.6% | 1.147% | |
8/11/2023 | FSB Premier Wealth Management Inc. | 11,832 | $182K | 0.1% | +12.6% | 0.230% | |
8/10/2023 | Commonwealth Equity Services LLC | 112,536 | $1.73M | 0.0% | +26.2% | 2.185% | |
8/10/2023 | Cetera Investment Advisers | 28,554 | $439K | 0.0% | +21.3% | 0.554% | |
8/4/2023 | Envestnet Asset Management Inc. | 245,618 | $3.78M | 0.0% | +3.6% | 4.769% | |
8/4/2023 | Main Street Financial Solutions LLC | 15,700 | $241K | 0.0% | +28.7% | 0.305% | |
8/3/2023 | Atria Wealth Solutions Inc. | 35,621 | $548K | 0.0% | +121.0% | 0.692% | |
8/2/2023 | Sigma Planning Corp | 24,525 | $377K | 0.0% | -21.2% | 0.476% | |
7/31/2023 | LPL Financial LLC | 442,445 | $6.81M | 0.0% | +9.4% | 8.591% | |
7/28/2023 | Wagner Wealth Management LLC | 156,884 | $2.41M | 0.9% | +60.6% | 3.046% | |
7/26/2023 | Janney Montgomery Scott LLC | 88,204 | $1.36M | 0.0% | +5.0% | 1.713% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 184,357 | $2.84M | 0.0% | +434.5% | 3.580% | |
7/25/2023 | Raymond James & Associates | 252,754 | $3.89M | 0.0% | +14.4% | 4.908% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 33,107 | $509K | 0.0% | -13.1% | 0.643% | |
7/12/2023 | Darwin Wealth Management LLC | 11,590 | $178K | 0.0% | N/A | 0.225% | |
7/11/2023 | Gradient Investments LLC | 503,695 | $7.75M | 0.2% | N/A | 9.780% | |
7/10/2023 | OneAscent Wealth Management LLC | 49,704 | $764K | 0.4% | -19.2% | 0.965% | |
5/17/2023 | Wagner Wealth Management LLC | 97,715 | $1.53M | 0.7% | +456.4% | 1.974% | |
5/11/2023 | Tucker Asset Management LLC | 7,448 | $117K | 0.0% | N/A | 0.150% | |
5/10/2023 | Atria Investments Inc | 71,193 | $1.12M | 0.0% | N/A | 1.438% | |
5/10/2023 | LPL Financial LLC | 404,363 | $6.35M | 0.0% | +52.0% | 8.169% | |
5/9/2023 | Tower Research Capital LLC TRC | 14,702 | $231K | 0.0% | +200.0% | 0.297% | |
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5/8/2023 | Sigma Planning Corp | 31,127 | $489K | 0.0% | +33.4% | 0.629% | |
5/4/2023 | FSB Premier Wealth Management Inc. | 10,505 | $165K | 0.1% | N/A | 0.212% | |
4/28/2023 | Lansing Street Advisors | 411,245 | $6.46M | 4.0% | +31.8% | 8.308% | |
4/28/2023 | Janney Montgomery Scott LLC | 83,967 | $1.32M | 0.0% | +36.3% | 1.696% | |
4/27/2023 | Benjamin Edwards Inc. | 3,690 | $58K | 0.0% | +36.1% | 0.075% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 294,050 | $4.62M | 0.2% | -24.6% | 5.940% | |
4/17/2023 | OneAscent Wealth Management LLC | 61,551 | $966K | 0.4% | N/A | 1.243% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 34,492 | $542K | 0.0% | +41.1% | 0.697% | |
4/14/2023 | Raymond James & Associates | 220,971 | $3.47M | 0.0% | +102.8% | 4.464% | |
2/15/2023 | Fort Point Capital Partners LLC | 338,050 | $5.18M | 0.8% | -27.8% | 8.245% | |