5/24/2024 | Cetera Advisors LLC | 28,473 | $773K | 0.0% | +62.5% | 0.678% | |
5/7/2024 | PFG Advisors | 31,479 | $854K | 0.1% | +130.1% | 0.750% | |
5/1/2024 | StoneX Group Inc. | 19,365 | $526K | 0.1% | -17.3% | 0.461% | |
5/1/2024 | Janney Montgomery Scott LLC | 74,696 | $2.03M | 0.0% | -2.5% | 1.778% | |
4/30/2024 | Commonwealth Equity Services LLC | 39,977 | $1.09M | 0.0% | -17.3% | 0.952% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 58,374 | $1.58M | 0.0% | -65.0% | 1.390% | |
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2/12/2024 | StoneX Group Inc. | 23,430 | $592K | 0.1% | -11.8% | 0.488% | |
2/9/2024 | D.A. Davidson & CO. | 8,577 | $217K | 0.0% | N/A | 0.179% | |
2/9/2024 | UBS Group AG | 323,259 | $8.17M | 0.0% | +150.4% | 6.735% | |
2/8/2024 | Janney Montgomery Scott LLC | 76,614 | $1.94M | 0.0% | -1.2% | 1.596% | |
2/7/2024 | Avantax Advisory Services Inc. | 47,870 | $1.21M | 0.0% | -13.9% | 0.997% | |
2/7/2024 | Principal Securities Inc. | 1,325 | $33K | 0.0% | N/A | 0.028% | |
2/2/2024 | Truist Financial Corp | 16,161 | $408K | 0.0% | -3.9% | 0.333% | |
1/29/2024 | NewEdge Wealth LLC | 18,184 | $459K | 0.0% | -3.7% | 0.375% | |
1/25/2024 | International Assets Investment Management LLC | 55,799 | $1.41M | 0.0% | N/A | 1.150% | |
1/24/2024 | International Assets Investment Management LLC | 55,799 | $1.41M | 0.0% | N/A | 1.150% | |
1/22/2024 | Secure Asset Management LLC | 434,708 | $10.98M | 3.0% | +64.2% | 7.976% | |
1/19/2024 | PFG Advisors | 13,679 | $346K | 0.0% | N/A | 0.251% | |
1/16/2024 | HBW Advisory Services LLC | 40,615 | $1.03M | 0.2% | +16.9% | 0.759% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 166,676 | $4.21M | 0.0% | -9.4% | 3.115% | |
1/16/2024 | Raymond James & Associates | 34,303 | $866K | 0.0% | -43.3% | 0.641% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 19,545 | $494K | 0.1% | -4.3% | 0.365% | |
11/16/2023 | Harbour Investments Inc. | 12,040 | $249K | 0.0% | -11.5% | 0.199% | |
11/14/2023 | Tower Research Capital LLC TRC | 21,546 | $445K | 0.0% | -15.8% | 0.356% | |
11/13/2023 | LPL Financial LLC | 432,413 | $8.94M | 0.0% | -4.6% | 7.147% | |
11/13/2023 | Envestnet Asset Management Inc. | 232,571 | $4.81M | 0.0% | -3.0% | 3.844% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 16,653 | $344K | 0.0% | N/A | 0.275% | |
11/13/2023 | Kestra Advisory Services LLC | 37,125 | $767K | 0.0% | +18.6% | 0.614% | |
11/9/2023 | UBS Group AG | 129,079 | $2.67M | 0.0% | -18.5% | 2.134% | |
11/8/2023 | Janney Montgomery Scott LLC | 77,534 | $1.60M | 0.0% | -1.5% | 1.282% | |
11/8/2023 | Atria Wealth Solutions Inc. | 10,299 | $213K | 0.0% | +5.1% | 0.170% | |
11/8/2023 | Avantax Advisory Services Inc. | 55,622 | $1.15M | 0.0% | -5.0% | 0.919% | |
11/4/2023 | NBC Securities Inc. | 8,256 | $170K | 0.0% | N/A | 0.136% | |
10/27/2023 | Assetmark Inc. | 21,724 | $449K | 0.0% | +145.0% | 0.359% | |
10/26/2023 | Park Avenue Securities LLC | 10,729 | $222K | 0.0% | N/A | 0.177% | |
10/24/2023 | Bank of New York Mellon Corp | 37,613 | $777K | 0.0% | +4.3% | 0.622% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 183,994 | $3.80M | 0.0% | -15.3% | 3.016% | |
10/24/2023 | Raymond James & Associates | 60,500 | $1.25M | 0.0% | +14.8% | 0.992% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 66,438 | $1.37M | 0.0% | -66.5% | 1.089% | |
10/23/2023 | Commonwealth Equity Services LLC | 44,831 | $927K | 0.0% | -25.8% | 0.735% | |
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10/18/2023 | Secure Asset Management LLC | 264,667 | $5.47M | 1.6% | +508.4% | 4.339% | |
10/13/2023 | OneAscent Financial Services LLC | 11,191 | $231K | 0.1% | +18.2% | 0.183% | |
10/13/2023 | Global Retirement Partners LLC | 6,622 | $132K | 0.0% | +433.2% | 0.109% | |
10/12/2023 | IFP Advisors Inc | 17,737 | $367K | 0.0% | -51.8% | 0.291% | |
10/12/2023 | HBW Advisory Services LLC | 34,744 | $718K | 0.2% | +22.4% | 0.570% | |
10/11/2023 | AE Wealth Management LLC | 37,976 | $785K | 0.0% | +20.0% | 0.623% | |
8/17/2023 | Coppell Advisory Solutions LLC | 59,527 | $1.26M | 0.4% | +2.8% | 0.984% | |
8/14/2023 | Snowden Capital Advisors LLC | 53,825 | $1.14M | 0.0% | -32.4% | 0.890% | |
8/11/2023 | Kestra Advisory Services LLC | 31,306 | $664K | 0.0% | +2.2% | 0.517% | |
8/10/2023 | Osaic Holdings Inc. | 125,671 | $2.67M | 0.0% | -56.8% | 2.077% | |
8/10/2023 | Cetera Advisors LLC | 62,524 | $1.33M | 0.0% | -18.4% | 1.033% | |
8/10/2023 | Cetera Advisor Networks LLC | 28,095 | $596K | 0.0% | -8.5% | 0.464% | |
8/10/2023 | Cetera Investment Advisers | 54,629 | $1.16M | 0.0% | -7.9% | 0.903% | |
8/9/2023 | Flow Traders U.S. LLC | 20,656 | $438K | 0.0% | N/A | 0.341% | |
8/8/2023 | Geneos Wealth Management Inc. | 1,814 | $38K | 0.0% | +31.4% | 0.030% | |
8/8/2023 | Kestra Private Wealth Services LLC | 31,524 | $669K | 0.0% | +1.4% | 0.521% | |
8/8/2023 | Prospera Financial Services Inc | 13,849 | $294K | 0.0% | -4.6% | 0.229% | |
8/4/2023 | Envestnet Asset Management Inc. | 239,796 | $5.09M | 0.0% | -4.4% | 3.964% | |
8/4/2023 | IFP Advisors Inc | 36,789 | $1.10M | 0.1% | -11.8% | 0.608% | |
8/3/2023 | Atria Wealth Solutions Inc. | 9,798 | $208K | 0.0% | -39.2% | 0.162% | |
7/31/2023 | LPL Financial LLC | 453,406 | $9.62M | 0.0% | +3.4% | 7.494% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 21,727 | $461K | 0.1% | +4.3% | 0.359% | |
7/26/2023 | Janney Montgomery Scott LLC | 78,690 | $1.67M | 0.0% | +4.4% | 1.301% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 217,335 | $4.61M | 0.0% | -23.9% | 3.592% | |
7/25/2023 | Raymond James & Associates | 52,721 | $1.12M | 0.0% | +1.2% | 0.871% | |
7/20/2023 | International Assets Investment Management LLC | 90,847 | $2.68M | 0.4% | N/A | 1.489% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,054 | $86K | 0.0% | -66.3% | 0.065% | |
7/13/2023 | Secure Asset Management LLC | 43,500 | $923K | 0.3% | -36.6% | 0.696% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 198,115 | $4.21M | 0.0% | -2.4% | 3.170% | |
7/10/2023 | AE Wealth Management LLC | 31,647 | $672K | 0.0% | -2.3% | 0.506% | |
7/10/2023 | OneAscent Financial Services LLC | 9,465 | $201K | 0.1% | N/A | 0.151% | |
7/6/2023 | HBW Advisory Services LLC | 28,378 | $602K | 0.1% | +5.4% | 0.454% | |
5/11/2023 | Jaffetilchin Investment Partners LLC | 17,896 | $380K | 0.0% | N/A | 0.256% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 203,089 | $4.32M | 0.0% | +15.5% | 2.901% | |
5/10/2023 | Gateway Wealth Partners LLC | 9,550 | $203K | 0.0% | +10.4% | 0.136% | |
5/10/2023 | LPL Financial LLC | 438,677 | $9.33M | 0.0% | -4.1% | 6.267% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 12,046 | $256K | 0.0% | +20,316.9% | 0.172% | |
5/9/2023 | Tower Research Capital LLC TRC | 21,257 | $452K | 0.0% | +477.3% | 0.304% | |
5/8/2023 | NewEdge Wealth LLC | 12,776 | $272K | 0.0% | N/A | 0.183% | |
5/8/2023 | Sigma Planning Corp | 81,003 | $1.72M | 0.1% | +42.3% | 1.157% | |
5/5/2023 | Truist Financial Corp | 23,746 | $505K | 0.0% | +106.5% | 0.339% | |
4/28/2023 | Avantax Advisory Services Inc. | 88,538 | $1.88M | 0.0% | +49.9% | 1.221% | |
4/28/2023 | Janney Montgomery Scott LLC | 75,367 | $1.60M | 0.0% | +5.3% | 1.040% | |
4/27/2023 | Benjamin Edwards Inc. | 1,995 | $42K | 0.0% | -31.5% | 0.028% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 8,890 | $189K | 0.0% | -57.2% | 0.123% | |
4/26/2023 | IFG Advisory LLC | 10,467 | $223K | 0.0% | +17.8% | 0.144% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 20,839 | $443K | 0.1% | +586.6% | 0.287% | |
4/25/2023 | D.A. Davidson & CO. | 19,662 | $418K | 0.0% | +51.2% | 0.266% | |
4/18/2023 | IFP Advisors Inc | 41,695 | $1.25M | 0.1% | +19.4% | 0.560% | |
4/17/2023 | Paragon Private Wealth Management LLC | 11,190 | $238K | 0.2% | -16.4% | 0.150% | |
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4/14/2023 | AE Wealth Management LLC | 32,381 | $688K | 0.0% | +44.1% | 0.418% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 285,581 | $6.07M | 0.0% | +7.6% | 3.685% | |
4/14/2023 | Raymond James & Associates | 52,106 | $1.11M | 0.0% | -12.6% | 0.672% | |
4/13/2023 | Apeiron RIA LLC | 21,651 | $460K | 0.2% | N/A | 0.279% | |
4/13/2023 | Secure Asset Management LLC | 68,616 | $1.46M | 0.5% | -20.3% | 0.885% | |
4/7/2023 | HBW Advisory Services LLC | 26,912 | $572K | 0.1% | +46.5% | 0.347% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 66,566 | $1.74M | 0.6% | N/A | 0.827% | |
2/13/2023 | Icapital Wealth LLC | 10,000 | $262K | 0.2% | -54.5% | 0.124% | |
2/13/2023 | Atria Wealth Solutions Inc. | 16,116 | $422K | 0.0% | +71.8% | 0.200% | |
2/10/2023 | Advisor Group Holdings Inc. | 220,230 | $5.77M | 0.0% | +11.3% | 2.736% | |