11/18/2024 | Arete Wealth Advisors LLC | 2,650 | $210K | 0.0% | N/A | 0.060% | |
11/15/2024 | MML Investors Services LLC | 8,641 | $688K | 0.0% | -24.2% | 0.194% | |
11/15/2024 | Jane Street Group LLC | 4,783 | $381K | 0.0% | N/A | 0.107% | |
11/15/2024 | Stifel Financial Corp | 39,769 | $3.17M | 0.0% | +190.5% | 0.894% | |
11/15/2024 | Benjamin Edwards Inc. | 69,721 | $5.56M | 0.1% | N/A | 1.567% | |
11/12/2024 | Kingsview Wealth Management LLC | 90,431 | $7.20M | 0.2% | +107.2% | 2.032% | |
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11/12/2024 | Great Valley Advisor Group Inc. | 8,474 | $675K | 0.0% | -2.4% | 0.190% | |
11/6/2024 | KCM Investment Advisors LLC | 37,693 | $3.00M | 0.1% | -2.6% | 0.847% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 2,989 | $238K | 0.0% | -4.6% | 0.067% | |
11/5/2024 | Harbour Investments Inc. | 2,831 | $225K | 0.0% | -10.5% | 0.064% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 3,054 | $243K | 0.0% | N/A | 0.069% | |
10/29/2024 | Janney Montgomery Scott LLC | 9,780 | $779K | 0.0% | -12.1% | 0.220% | |
10/25/2024 | Gateway Wealth Partners LLC | 3,352 | $267K | 0.1% | +4.4% | 0.075% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 25,712 | $2.05M | 0.0% | +12.6% | 0.578% | |
10/22/2024 | Private Advisor Group LLC | 45,293 | $3.61M | 0.0% | -0.5% | 1.018% | |
10/21/2024 | Venture Visionary Partners LLC | 2,800 | $223K | 0.0% | -6.7% | 0.063% | |
10/19/2024 | Black Point Wealth Management | 9,427 | $751K | 0.9% | -1.4% | 0.212% | |
10/18/2024 | Raymond James & Associates | 44,833 | $3.57M | 0.0% | -2.5% | 1.007% | |
10/16/2024 | Global Retirement Partners LLC | 19,934 | $1.59M | 0.0% | -1.5% | 0.448% | |
10/10/2024 | Koshinski Asset Management Inc. | 2,820 | $225K | 0.0% | -24.2% | 0.048% | |
10/8/2024 | CWM LLC | 2,144 | $171K | 0.0% | -31.8% | 0.047% | |
9/5/2024 | Sanctuary Advisors LLC | 4,724 | $338K | 0.0% | N/A | 0.105% | |
8/22/2024 | Cetera Investment Advisers | 73,195 | $5.39M | 0.0% | +2.3% | 1.627% | |
8/16/2024 | Gateway Wealth Partners LLC | 3,210 | $236K | 0.1% | N/A | 0.071% | |
8/16/2024 | NewEdge Advisors LLC | 163,256 | $12.01M | 0.1% | +0.1% | 3.628% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 26,077 | $1.92M | 0.0% | -61.0% | 0.579% | |
8/8/2024 | Zions Bancorporation N.A. | 1,800 | $132K | 0.0% | N/A | 0.040% | |
8/8/2024 | LPL Financial LLC | 521,590 | $38.38M | 0.0% | +8.4% | 11.591% | |
7/31/2024 | Commonwealth Equity Services LLC | 39,504 | $2.91M | 0.0% | -0.8% | 0.878% | |
7/31/2024 | Concurrent Investment Advisors LLC | 5,670 | $417K | 0.0% | N/A | 0.126% | |
7/30/2024 | WMG Financial Advisors LLC | 4,183 | $308K | 0.2% | -6.1% | 0.093% | |
7/26/2024 | Harbour Investments Inc. | 3,162 | $233K | 0.0% | -14.0% | 0.070% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 81,232 | $5.98M | 0.0% | +514.0% | 1.805% | |
7/22/2024 | Atria Wealth Solutions Inc. | 31,364 | $2.31M | 0.0% | -6.3% | 0.697% | |
7/19/2024 | Raymond James & Associates | 45,986 | $3.38M | 0.0% | +248.3% | 1.022% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 22,844 | $1.68M | 0.0% | -1.9% | 0.508% | |
7/16/2024 | PCG Wealth Advisors LLC | 21,574 | $1.59M | 0.7% | -22.1% | 0.479% | |
7/11/2024 | Clarus Wealth Advisors | 9,167 | $671K | 0.4% | +1.8% | 0.204% | |
7/10/2024 | Dominguez Wealth Management Solutions Inc. | 7,940 | $584K | 0.4% | -4.7% | 0.176% | |
5/24/2024 | Cetera Advisors LLC | 44,098 | $3.33M | 0.0% | N/A | 0.969% | |
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5/24/2024 | Cetera Investment Advisers | 71,556 | $5.41M | 0.0% | +24.0% | 1.573% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 4,605 | $348K | 0.0% | N/A | 0.101% | |
5/17/2024 | Comerica Bank | 10,150 | $767K | 0.0% | -4.2% | 0.223% | |
5/17/2024 | Clear Point Advisors Inc. | 5,190 | $392K | 0.3% | -2.6% | 0.114% | |
5/9/2024 | Kingsview Wealth Management LLC | 43,931 | $3.32M | 0.1% | +6.2% | 0.966% | |
5/9/2024 | Koshinski Asset Management Inc. | 3,400 | $257K | 0.0% | -50.7% | 0.075% | |
5/8/2024 | Avantax Advisory Services Inc. | 3,122 | $236K | 0.0% | -7.7% | 0.069% | |
5/7/2024 | KCM Investment Advisors LLC | 38,618 | $2.92M | 0.1% | -2.5% | 0.849% | |
5/1/2024 | Janney Montgomery Scott LLC | 10,811 | $817K | 0.0% | +1.4% | 0.238% | |
4/29/2024 | Commonwealth Equity Services LLC | 39,825 | $3.01M | 0.0% | -6.3% | 0.875% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 66,878 | $5.06M | 0.1% | -11.1% | 1.470% | |
4/25/2024 | MTM Investment Management LLC | 18,130 | $1.37M | 0.6% | -2.4% | 0.403% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 79,343 | $6.00M | 0.0% | -6.1% | 1.763% | |
4/19/2024 | PCG Wealth Advisors LLC | 27,699 | $2.09M | 1.0% | N/A | 0.616% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 23,278 | $1.76M | 0.0% | +16.8% | 0.517% | |
4/12/2024 | Wealth Management Partners LLC | 35,857 | $2.71M | 1.4% | -3.1% | 0.797% | |
4/12/2024 | Purus Wealth Management LLC | 9,739 | $736K | 0.4% | -2.4% | 0.216% | |
4/11/2024 | Clarus Wealth Advisors | 9,002 | $658K | 0.4% | -13.5% | 0.200% | |
4/9/2024 | Monterey Private Wealth Inc. | 2,903 | $219K | 0.1% | N/A | 0.067% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 3,839 | $262K | 0.0% | +9.3% | 0.086% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 87,153 | $5.94M | 0.0% | +153.7% | 1.958% | |
2/9/2024 | Wells Fargo & Company MN | 589,895 | $40.18M | 0.0% | +116.7% | 13.256% | |
2/9/2024 | UBS Group AG | 315,443 | $21.49M | 0.0% | +3.0% | 7.089% | |
2/8/2024 | Financial Advocates Investment Management | 3,314 | $226K | 0.0% | -4.9% | 0.074% | |
2/8/2024 | Kingsview Wealth Management LLC | 41,364 | $2.82M | 0.1% | +34.4% | 0.930% | |
2/8/2024 | Janney Montgomery Scott LLC | 10,661 | $726K | 0.0% | +14.7% | 0.240% | |
2/7/2024 | Avantax Advisory Services Inc. | 3,382 | $230K | 0.0% | N/A | 0.076% | |
2/6/2024 | Private Advisor Group LLC | 45,629 | $3.11M | 0.0% | +0.8% | 1.025% | |
2/6/2024 | ARS Wealth Advisors Group LLC | 9,409 | $641K | 0.1% | -9.7% | 0.211% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 75,269 | $5.13M | 0.1% | -8.5% | 1.691% | |
2/2/2024 | Atria Wealth Solutions Inc. | 25,704 | $1.75M | 0.0% | +3.3% | 0.578% | |
2/1/2024 | Element Wealth LLC | 6,212 | $423K | 0.3% | -4.7% | 0.140% | |
2/1/2024 | Sigma Planning Corp | 3,537 | $241K | 0.0% | -45.1% | 0.079% | |
1/29/2024 | Koshinski Asset Management Inc. | 6,890 | $469K | 0.1% | N/A | 0.155% | |
1/29/2024 | Braun Bostich & Associates Inc. | 14,934 | $1.02M | 0.9% | N/A | 0.336% | |
1/25/2024 | International Assets Investment Management LLC | 13,624 | $928K | 0.0% | -11.8% | 0.306% | |
1/25/2024 | RiverTree Advisors LLC | 15,631 | $1.07M | 0.7% | N/A | 0.351% | |
1/24/2024 | Venture Visionary Partners LLC | 3,000 | $204K | 0.0% | N/A | 0.067% | |
1/24/2024 | International Assets Investment Management LLC | 13,624 | $928K | 0.0% | -11.8% | 0.306% | |
1/22/2024 | Clarus Wealth Advisors | 10,410 | $690K | 0.4% | N/A | 0.231% | |
1/18/2024 | Global Retirement Partners LLC | 8,298 | $548K | 0.0% | +687.3% | 0.184% | |
1/17/2024 | Keystone Wealth Services LLC | 4,198 | $286K | 0.1% | -4.5% | 0.093% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 84,504 | $5.76M | 0.0% | +18.5% | 1.878% | |
1/16/2024 | Raymond James & Associates | 12,415 | $846K | 0.0% | -73.3% | 0.276% | |
1/12/2024 | Mutual Advisors LLC | 3,997 | $272K | 0.0% | -19.3% | 0.090% | |
1/10/2024 | Wealth Management Partners LLC | 36,986 | $2.52M | 1.4% | -1.8% | 0.831% | |
1/9/2024 | Purus Wealth Management LLC | 9,977 | $680K | 0.4% | -2.3% | 0.224% | |
11/13/2023 | Stifel Financial Corp | 31,427 | $1.91M | 0.0% | -7.6% | 0.676% | |
11/13/2023 | LPL Financial LLC | 537,997 | $32.66M | 0.0% | +5.5% | 11.570% | |
11/13/2023 | Kestra Advisory Services LLC | 27,306 | $1.66M | 0.0% | +4.1% | 0.587% | |
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11/13/2023 | PNC Financial Services Group Inc. | 482 | $29K | 0.0% | -42.9% | 0.010% | |
11/9/2023 | UBS Group AG | 306,126 | $18.58M | 0.0% | -0.4% | 6.583% | |
11/8/2023 | Element Wealth LLC | 6,519 | $396K | 0.3% | -2.6% | 0.140% | |
11/8/2023 | Atria Wealth Solutions Inc. | 24,893 | $1.51M | 0.0% | +4.1% | 0.535% | |
11/8/2023 | Stonebridge Financial Planning Group LLC | 7,450 | $452K | 0.3% | -3.9% | 0.160% | |
11/7/2023 | Kingsview Wealth Management LLC | 30,775 | $1.87M | 0.1% | -54.1% | 0.662% | |
11/7/2023 | Alpha Omega Group Inc. | 3,354 | $204K | 0.4% | -15.2% | 0.072% | |
11/7/2023 | Cornerstone Wealth Management LLC | 5,933 | $360K | 0.0% | -22.8% | 0.128% | |
11/4/2023 | NBC Securities Inc. | 608 | $36K | 0.0% | N/A | 0.013% | |
11/3/2023 | Private Advisor Group LLC | 45,278 | $2.75M | 0.0% | +4.8% | 0.984% | |