10/28/2024 | Focus Financial Network Inc. | 15,912 | $215K | 0.0% | +7.6% | 0.156% | |
10/23/2024 | Cambridge Advisors Inc. | 20,836 | $281K | 0.1% | -12.0% | 0.204% | |
10/23/2024 | Global Assets Advisory LLC | 19,000 | $260K | 0.1% | N/A | 0.186% | |
10/23/2024 | Cherry Creek Investment Advisors Inc. | 14,453 | $195K | 0.1% | N/A | 0.142% | |
10/17/2024 | RFG Advisory LLC | 233,571 | $3.15M | 0.1% | +19.7% | 2.290% | |
10/16/2024 | Quad Cities Investment Group LLC | 51,790 | $699K | 0.4% | -25.3% | 0.508% | |
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10/10/2024 | Koshinski Asset Management Inc. | 28,217 | $381K | 0.0% | -14.8% | 0.275% | |
9/5/2024 | Sanctuary Advisors LLC | 42,010 | $570K | 0.0% | N/A | 0.336% | |
8/22/2024 | Cetera Investment Advisers | 323,848 | $4.20M | 0.0% | +22.6% | 2.591% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 61,809 | $802K | 0.0% | -12.2% | 0.494% | |
8/13/2024 | Benjamin Edwards Inc. | 13,797 | $179K | 0.0% | -33.1% | 0.110% | |
8/6/2024 | Ausdal Financial Partners Inc. | 151,329 | $1.96M | 0.2% | -15.2% | 1.211% | |
8/1/2024 | Waterfront Wealth Inc. | 15,535 | $201K | 0.1% | N/A | 0.124% | |
7/31/2024 | Commonwealth Equity Services LLC | 1,546,989 | $20.06M | 0.0% | +1.0% | 12.376% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 46,374 | $601K | 0.0% | +3.8% | 0.371% | |
7/29/2024 | Ameritas Advisory Services LLC | 63,710 | $826K | 0.0% | -17.5% | 0.510% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 16,257 | $211K | 0.0% | -8.0% | 0.128% | |
7/26/2024 | Harbour Investments Inc. | 28,048 | $364K | 0.0% | -6.6% | 0.220% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 476,768 | $6.18M | 0.0% | -8.0% | 3.739% | |
7/19/2024 | Financial Partners Group Inc | 412,513 | $5.35M | 0.8% | -10.5% | 3.235% | |
7/19/2024 | Raymond James & Associates | 132,793 | $1.72M | 0.0% | -12.5% | 0.998% | |
7/16/2024 | PCG Wealth Advisors LLC | 146,930 | $1.91M | 0.8% | -15.9% | 1.105% | |
7/15/2024 | Park National Corp OH | 338,853 | $4.40M | 0.2% | +3.2% | 2.548% | |
7/15/2024 | RFG Advisory LLC | 195,198 | $2.53M | 0.1% | -4.8% | 1.468% | |
7/13/2024 | Quad Cities Investment Group LLC | 69,303 | $899K | 0.5% | -2.3% | 0.521% | |
7/12/2024 | Accel Wealth Management | 15,353 | $199K | 0.1% | -21.1% | 0.115% | |
7/11/2024 | Cambridge Advisors Inc. | 23,669 | $307K | 0.1% | -4.7% | 0.178% | |
5/24/2024 | Cetera Advisors LLC | 219,796 | $2.92M | 0.0% | +42.7% | 1.587% | |
5/24/2024 | Cetera Investment Advisers | 264,087 | $3.51M | 0.0% | +106.1% | 1.907% | |
5/20/2024 | Independent Wealth Network Inc. | 26,571 | $353K | 0.2% | -6.4% | 0.192% | |
5/17/2024 | Comerica Bank | 4,265 | $57K | 0.0% | -25.6% | 0.031% | |
5/16/2024 | Jane Street Group LLC | 393,753 | $5.23M | 0.0% | +14.0% | 2.843% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 70,379 | $889K | 0.0% | +17.9% | 0.508% | |
5/14/2024 | CreativeOne Wealth LLC | 44,698 | $593K | 0.0% | N/A | 0.323% | |
5/9/2024 | Koshinski Asset Management Inc. | 35,702 | $474K | 0.0% | -36.3% | 0.258% | |
5/1/2024 | Janney Montgomery Scott LLC | 24,367 | $323K | 0.0% | +4.7% | 0.176% | |
4/30/2024 | Arkadios Wealth Advisors | 225,715 | $3.00M | 0.2% | -8.1% | 1.630% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,532,421 | $20.34M | 0.0% | +3.8% | 11.064% | |
4/29/2024 | Benjamin Edwards Inc. | 20,619 | $274K | 0.1% | -10.2% | 0.149% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 518,325 | $6.88M | 0.0% | -6.5% | 3.742% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 159,883 | $2.12M | 0.0% | -37.3% | 1.154% | |
4/19/2024 | Accel Wealth Management | 19,450 | $258K | 0.1% | -12.5% | 0.140% | |
4/19/2024 | PCG Wealth Advisors LLC | 174,611 | $2.32M | 1.1% | -54.5% | 1.261% | |
4/19/2024 | Monument Capital Management | 57,698 | $766K | 0.2% | -3.8% | 0.412% | |
4/16/2024 | Cambridge Advisors Inc. | 24,845 | $330K | 0.1% | -16.0% | 0.177% | |
4/15/2024 | Columbia Advisory Partners LLC | 29,548 | $392K | 0.4% | -31.7% | 0.211% | |
4/13/2024 | Quad Cities Investment Group LLC | 70,906 | $941K | 0.5% | -1.6% | 0.506% | |
4/12/2024 | Global Assets Advisory LLC | 339,150 | $4.50M | 0.0% | +737.4% | 2.423% | |
4/11/2024 | Clarus Wealth Advisors | 27,363 | $371K | 0.2% | N/A | 0.195% | |
4/11/2024 | RFG Advisory LLC | 204,965 | $2.72M | 0.1% | -23.0% | 1.464% | |
4/1/2024 | Park National Corp OH | 328,354 | $4.36M | 0.2% | +0.8% | 1.949% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 59,673 | $777K | 0.0% | -15.2% | 0.354% | |
2/16/2024 | Global Assets Advisory LLC | 40,500 | $530K | 0.7% | +12.5% | 0.240% | |
2/14/2024 | Security National Bank | 443,923 | $5.78M | 1.3% | -20.5% | 2.635% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 45,197 | $588K | 0.1% | +3.5% | 0.268% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 554,356 | $7.22M | 0.0% | -9.2% | 3.290% | |
2/9/2024 | D.A. Davidson & CO. | 82,763 | $1.08M | 0.0% | -9.6% | 0.491% | |
2/7/2024 | Avantax Advisory Services Inc. | 82,786 | $1.08M | 0.0% | -9.9% | 0.491% | |
2/7/2024 | Principal Securities Inc. | 88,799 | $1.16M | 0.0% | N/A | 0.527% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 60,412 | $787K | 0.0% | +7.7% | 0.359% | |
2/6/2024 | Aveo Capital Partners LLC | 35,371 | $461K | 0.1% | -2.4% | 0.210% | |
2/5/2024 | Kestra Private Wealth Services LLC | 21,351 | $278K | 0.0% | -7.8% | 0.127% | |
2/1/2024 | Monument Capital Management | 60,003 | $781K | 0.3% | -5.4% | 0.354% | |
2/1/2024 | Sigma Planning Corp | 73,272 | $954K | 0.1% | +23.8% | 0.432% | |
1/31/2024 | Peterson Wealth Services | 13,385 | $174K | 0.1% | N/A | 0.079% | |
1/30/2024 | PCG Wealth Advisors LLC | 383,879 | $5.00M | 2.8% | -0.7% | 2.265% | |
1/29/2024 | Koshinski Asset Management Inc. | 56,044 | $730K | 0.1% | +37.3% | 0.331% | |
1/26/2024 | Cedrus LLC | 48,302 | $629K | 0.4% | +9.7% | 0.285% | |
1/25/2024 | RFG Advisory LLC | 266,187 | $3.47M | 0.1% | -2.7% | 1.570% | |
1/25/2024 | International Assets Investment Management LLC | 32,550 | $424K | 0.0% | N/A | 0.192% | |
1/25/2024 | Global Assets Advisory LLC | 40,500 | $527K | 0.7% | +12.5% | 0.239% | |
1/24/2024 | Arkadios Wealth Advisors | 245,614 | $3.20M | 0.3% | -1.1% | 1.449% | |
1/24/2024 | International Assets Investment Management LLC | 32,550 | $424K | 0.0% | N/A | 0.192% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 162,418 | $2.12M | 0.5% | N/A | 0.958% | |
1/18/2024 | Accel Wealth Management | 22,241 | $290K | 0.1% | -19.1% | 0.131% | |
1/17/2024 | Cambridge Advisors Inc. | 29,561 | $385K | 0.1% | -59.3% | 0.174% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 255,015 | $3.32M | 0.0% | -19.0% | 1.500% | |
1/16/2024 | Raymond James & Associates | 271,335 | $3.53M | 0.0% | -15.4% | 1.596% | |
1/11/2024 | Ausdal Financial Partners Inc. | 127,250 | $1.66M | 0.2% | -8.0% | 0.749% | |
1/10/2024 | Quad Cities Investment Group LLC | 72,054 | $928K | 0.6% | -18.7% | 0.424% | |
1/2/2024 | Park National Corp OH | 325,896 | $4.24M | 0.2% | +15.6% | 1.821% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 70,379 | $889K | 0.0% | +6.0% | 0.393% | |
11/21/2023 | Tompkins Financial Corp | 2,511 | $32K | 0.0% | -30.5% | 0.014% | |
11/16/2023 | Harbour Investments Inc. | 35,427 | $447K | 0.0% | -7.8% | 0.198% | |
11/14/2023 | PCA Investment Advisory Services Inc. | 14,076 | $178K | 0.1% | -19.7% | 0.079% | |
11/13/2023 | LPL Financial LLC | 2,442,159 | $30.84M | 0.0% | -9.8% | 13.643% | |
11/13/2023 | Kestra Advisory Services LLC | 33,474 | $423K | 0.0% | -27.5% | 0.187% | |
11/8/2023 | Ausdal Financial Partners Inc. | 138,341 | $1.75M | 0.2% | +38.0% | 0.773% | |
11/8/2023 | D.A. Davidson & CO. | 91,534 | $1.16M | 0.0% | +11.0% | 0.511% | |
11/8/2023 | Janney Montgomery Scott LLC | 26,335 | $333K | 0.0% | -8.3% | 0.147% | |
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11/8/2023 | Avantax Advisory Services Inc. | 91,914 | $1.16M | 0.0% | +1.5% | 0.513% | |
11/8/2023 | Oppenheimer & Co. Inc. | 13,172 | $166K | 0.0% | N/A | 0.074% | |
11/8/2023 | Kestra Private Wealth Services LLC | 23,147 | $292K | 0.0% | -62.1% | 0.129% | |
11/6/2023 | Aveo Capital Partners LLC | 36,242 | $458K | 0.1% | +12.9% | 0.202% | |
11/6/2023 | Sigma Planning Corp | 59,195 | $748K | 0.0% | -45.7% | 0.331% | |
10/25/2023 | Monument Capital Management | 63,435 | $801K | 0.2% | N/A | 0.350% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 314,831 | $3.98M | 0.0% | +0.7% | 1.735% | |
10/24/2023 | Raymond James & Associates | 320,697 | $4.05M | 0.0% | -20.2% | 1.767% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 610,693 | $7.71M | 0.0% | +11.4% | 3.365% | |
10/23/2023 | Commonwealth Equity Services LLC | 1,096,213 | $13.84M | 0.0% | +0.2% | 6.007% | |