10/31/2024 | Concurrent Investment Advisors LLC | 697,452 | $14.68M | 0.4% | +2.1% | 7.622% | |
10/24/2024 | Barnes Pettey Financial Advisors LLC | 25,463 | $536K | 0.4% | -2.0% | 0.269% | |
10/24/2024 | PFG Investments LLC | 28,551 | $601K | 0.0% | +3.4% | 0.302% | |
10/24/2024 | Arkadios Wealth Advisors | 30,895 | $650K | 0.0% | -17.9% | 0.327% | |
10/22/2024 | Private Advisor Group LLC | 10,594 | $223K | 0.0% | -9.4% | 0.112% | |
10/21/2024 | Genesee Capital Advisors LLC | 125,206 | $2.64M | 1.3% | -15.2% | 1.325% | |
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10/18/2024 | Raymond James & Associates | 304,851 | $6.42M | 0.0% | -5.9% | 3.226% | |
9/5/2024 | Sanctuary Advisors LLC | 15,152 | $294K | 0.0% | N/A | 0.160% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,455 | $29K | 0.0% | +83.7% | 0.015% | |
8/16/2024 | NewEdge Advisors LLC | 467,782 | $9.20M | 0.1% | -0.6% | 4.950% | |
8/8/2024 | Trueblood Wealth Management LLC | 46,787 | $920K | 0.5% | +6.2% | 0.495% | |
7/31/2024 | Commonwealth Equity Services LLC | 76,642 | $1.51M | 0.0% | -24.0% | 0.811% | |
7/31/2024 | Concurrent Investment Advisors LLC | 683,078 | $13.44M | 0.4% | +0.9% | 7.228% | |
7/29/2024 | Arkadios Wealth Advisors | 37,653 | $741K | 0.0% | -11.0% | 0.398% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,084,005 | $21.32M | 0.0% | -5.6% | 11.411% | |
7/19/2024 | Raymond James & Associates | 323,974 | $6.37M | 0.0% | -2.2% | 3.410% | |
7/19/2024 | Genesee Capital Advisors LLC | 147,722 | $2.91M | 1.4% | +0.6% | 1.555% | |
7/19/2024 | Barnes Pettey Financial Advisors LLC | 25,986 | $511K | 0.4% | -2.8% | 0.274% | |
7/2/2024 | GAMMA Investing LLC | 4,447 | $87K | 0.0% | N/A | 0.046% | |
5/10/2024 | Osaic Holdings Inc. | 373,128 | $7.46M | 0.0% | -4.0% | 3.827% | |
5/9/2024 | SageView Advisory Group LLC | 4,955 | $99K | 0.0% | N/A | 0.051% | |
5/7/2024 | Concurrent Investment Advisors LLC | 676,943 | $13.54M | 0.5% | -0.5% | 6.943% | |
4/30/2024 | Arkadios Wealth Advisors | 42,327 | $847K | 0.1% | -21.4% | 0.434% | |
4/29/2024 | Commonwealth Equity Services LLC | 100,877 | $2.02M | 0.0% | +33.0% | 1.035% | |
4/23/2024 | Genesee Capital Advisors LLC | 146,858 | $2.94M | 1.6% | -0.4% | 1.506% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,147,707 | $22.95M | 0.0% | +3.0% | 11.771% | |
4/22/2024 | PFG Investments LLC | 27,662 | $553K | 0.0% | -70.2% | 0.284% | |
4/22/2024 | Raymond James & Associates | 331,325 | $6.63M | 0.0% | -5.2% | 3.398% | |
4/11/2024 | &PARTNERS | 13,889 | $278K | 0.0% | N/A | 0.143% | |
2/9/2024 | D.A. Davidson & CO. | 14,550 | $284K | 0.0% | -6.1% | 0.147% | |
2/9/2024 | Wells Fargo & Company MN | 458,667 | $8.96M | 0.0% | -22.6% | 4.633% | |
2/6/2024 | Private Advisor Group LLC | 14,216 | $278K | 0.0% | +4.9% | 0.144% | |
2/5/2024 | Kestra Private Wealth Services LLC | 32,949 | $644K | 0.0% | -8.9% | 0.333% | |
1/29/2024 | Genesee Capital Advisors LLC | 147,481 | $2.88M | 1.8% | +4.2% | 1.482% | |
1/24/2024 | Arkadios Wealth Advisors | 53,862 | $1.05M | 0.1% | +1.2% | 0.541% | |
1/24/2024 | International Assets Investment Management LLC | 9,145 | $179K | 0.0% | -35.0% | 0.092% | |
1/18/2024 | Trueblood Wealth Management LLC | 44,120 | $862K | 0.5% | N/A | 0.437% | |
1/17/2024 | PFG Investments LLC | 92,873 | $1.82M | 0.3% | +228.7% | 0.920% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,114,213 | $21.77M | 0.0% | -58.0% | 11.032% | |
1/16/2024 | Raymond James & Associates | 349,677 | $6.83M | 0.0% | -14.4% | 3.462% | |
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11/13/2023 | Mariner LLC | 51,458 | $913K | 0.0% | +10.0% | 0.500% | |
11/13/2023 | LPL Financial LLC | 447,685 | $7.94M | 0.0% | -54.8% | 4.346% | |
11/13/2023 | Kestra Advisory Services LLC | 283,569 | $5.03M | 0.0% | +1,578.8% | 2.753% | |
11/9/2023 | UBS Group AG | 180,256 | $3.20M | 0.0% | +20.2% | 1.750% | |
11/8/2023 | Element Wealth LLC | 1,742 | $31K | 0.0% | N/A | 0.017% | |
11/8/2023 | Kestra Private Wealth Services LLC | 36,180 | $642K | 0.0% | +8.6% | 0.351% | |
11/6/2023 | PFG Investments LLC | 28,252 | $501K | 0.1% | -70.6% | 0.274% | |
11/3/2023 | Private Advisor Group LLC | 13,555 | $240K | 0.0% | +8.3% | 0.132% | |
10/25/2023 | Genesee Capital Advisors LLC | 141,514 | $2.51M | 1.8% | -0.9% | 1.189% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 2,655,539 | $47.11M | 0.1% | +15.9% | 22.315% | |
10/24/2023 | Raymond James & Associates | 408,521 | $7.25M | 0.0% | -12.2% | 3.433% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 63,031 | $1.12M | 0.0% | +28.3% | 0.530% | |
10/23/2023 | Commonwealth Equity Services LLC | 64,128 | $1.14M | 0.0% | +7.8% | 0.539% | |
10/13/2023 | Arkadios Wealth Advisors | 53,234 | $944K | 0.1% | -18.2% | 0.418% | |
10/6/2023 | &PARTNERS | 16,320 | $290K | 0.1% | -11.0% | 0.127% | |
10/4/2023 | International Assets Investment Management LLC | 14,060 | $249K | 0.0% | N/A | 0.110% | |
8/10/2023 | Private Advisor Group LLC | 12,514 | $226K | 0.0% | -23.8% | 0.089% | |
8/10/2023 | Cetera Advisor Networks LLC | 35,633 | $644K | 0.0% | +6.0% | 0.253% | |
8/8/2023 | Kestra Private Wealth Services LLC | 33,308 | $602K | 0.0% | -2.8% | 0.236% | |
8/8/2023 | Prospera Financial Services Inc | 1,256,124 | $22.71M | 0.9% | -8.6% | 8.909% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 16,810 | $304K | 0.0% | -20.1% | 0.119% | |
8/3/2023 | PFG Investments LLC | 96,256 | $1.74M | 0.3% | -9.4% | 0.683% | |
8/2/2023 | Barnes Pettey Financial Advisors LLC | 41,658 | $753K | 0.7% | -26.6% | 0.296% | |
8/2/2023 | Bank of Montreal Can | 2,000 | $37K | 0.0% | N/A | 0.014% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 2,290,445 | $41.41M | 0.1% | +29.9% | 16.130% | |
7/25/2023 | Raymond James & Associates | 465,159 | $8.41M | 0.0% | +47.0% | 3.276% | |
7/17/2023 | Genesee Capital Advisors LLC | 142,839 | $2.58M | 1.8% | N/A | 1.013% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 49,142 | $888K | 0.0% | -4.9% | 0.349% | |
5/12/2023 | Prospera Financial Services Inc | 1,374,866 | $23.70M | 1.0% | +6.4% | 10.699% | |
5/11/2023 | Barnes Pettey Financial Advisors LLC | 56,736 | $978K | 0.9% | +7.7% | 0.442% | |
5/11/2023 | PFG Investments LLC | 106,293 | $1.83M | 0.4% | N/A | 0.827% | |
5/10/2023 | Private Advisor Group LLC | 16,429 | $283K | 0.0% | N/A | 0.128% | |
5/10/2023 | LPL Financial LLC | 991,182 | $17.09M | 0.0% | -0.3% | 7.713% | |
5/9/2023 | Vestmark Advisory Solutions Inc. | 21,033 | $363K | 0.0% | -2.9% | 0.164% | |
5/2/2023 | Arkadios Wealth Advisors | 76,199 | $1.31M | 0.2% | -18.8% | 0.593% | |
4/28/2023 | Ameritas Advisory Services LLC | 9,613 | $166K | 0.0% | -50.0% | 0.075% | |
4/25/2023 | D.A. Davidson & CO. | 15,491 | $267K | 0.0% | -91.5% | 0.121% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 1,763,900 | $30.41M | 0.1% | +89.3% | 13.889% | |
4/14/2023 | Raymond James & Associates | 316,389 | $5.46M | 0.0% | +19.2% | 2.491% | |
4/10/2023 | Onyx Bridge Wealth Group LLC | 123,112 | $2.12M | 0.8% | -6.0% | 0.969% | |
3/13/2023 | Claro Advisors LLC | 10,138 | $170K | 0.1% | -14.0% | 0.089% | |
3/6/2023 | Rockefeller Capital Management L.P. | 33,492 | $560K | 0.0% | -3.4% | 0.295% | |
2/10/2023 | Ameritas Advisory Services LLC | 19,226 | $322K | 0.0% | +89.7% | 0.169% | |
2/10/2023 | Advisor Group Holdings Inc. | 147,489 | $2.47M | 0.0% | -3.6% | 1.299% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 931,953 | $15.59M | 0.0% | +21.1% | 8.211% | |
2/8/2023 | Raymond James & Associates | 265,339 | $4.44M | 0.0% | -18.3% | 2.338% | |
2/8/2023 | Prospera Financial Services Inc | 1,292,737 | $21.63M | 1.1% | +331.4% | 11.390% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 52,298 | $875K | 0.0% | -17.0% | 0.461% | |
2/7/2023 | Commonwealth Equity Services LLC | 69,937 | $1.17M | 0.0% | -3.6% | 0.616% | |
2/7/2023 | LPL Financial LLC | 994,443 | $16.64M | 0.0% | +142.4% | 8.762% | |
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2/7/2023 | Envestnet Asset Management Inc. | 17,499 | $293K | 0.0% | +24.5% | 0.154% | |
2/3/2023 | D.A. Davidson & CO. | 182,874 | $3.06M | 0.0% | -16.9% | 1.611% | |
2/1/2023 | Kestra Private Wealth Services LLC | 40,236 | $673K | 0.0% | +23.8% | 0.355% | |
1/31/2023 | Kestra Advisory Services LLC | 16,389 | $274K | 0.0% | +9.1% | 0.145% | |
1/30/2023 | International Assets Investment Management LLC | 26,123 | $1.19M | 0.1% | N/A | 0.231% | |
1/20/2023 | Vestmark Advisory Solutions Inc. | 21,669 | $363K | 0.0% | -16.9% | 0.192% | |
1/18/2023 | Private Advisor Group LLC | 16,427 | $275K | 0.0% | -9.3% | 0.148% | |
1/11/2023 | Onyx Bridge Wealth Group LLC | 131,008 | $2.23M | 0.9% | N/A | 1.159% | |
1/11/2023 | Arkadios Wealth Advisors | 93,879 | $1.57M | 0.2% | -21.7% | 0.831% | |
1/10/2023 | Wiley BROS. Aintree Capital LLC | 18,328 | $307K | 0.2% | -33.6% | 0.162% | |