11/1/2024 | Source Financial Advisors LLC | 1,637 | $217K | 0.1% | N/A | 0.110% | |
10/29/2024 | Janney Montgomery Scott LLC | 21,973 | $2.91M | 0.0% | -2.3% | 1.475% | |
10/24/2024 | Riggs Asset Managment Co. Inc. | 213 | $28K | 0.0% | N/A | 0.014% | |
10/24/2024 | Valley National Advisers Inc. | 3,136 | $414K | 0.1% | +28.2% | 0.209% | |
10/23/2024 | Bogart Wealth LLC | 16,503 | $2.18M | 0.1% | +6.1% | 1.100% | |
10/22/2024 | Private Advisor Group LLC | 14,395 | $1.90M | 0.0% | +14.1% | 0.960% | |
|
10/21/2024 | Kessler Investment Group LLC | 1,057 | $140K | 0.1% | +1,255.1% | 0.070% | |
10/18/2024 | Raymond James & Associates | 72,894 | $9.64M | 0.0% | -1.2% | 4.860% | |
10/10/2024 | Koshinski Asset Management Inc. | 2,582 | $342K | 0.0% | N/A | 0.172% | |
10/9/2024 | Marcum Wealth LLC | 1,515 | $200K | 0.0% | N/A | 0.101% | |
8/28/2024 | RiverFront Investment Group LLC | 136,872 | $16.43M | 0.4% | +10.6% | 9.186% | |
8/8/2024 | Envestnet Asset Management Inc. | 189,026 | $22.69M | 0.0% | +2.4% | 12.686% | |
8/5/2024 | Private Advisor Group LLC | 12,617 | $1.52M | 0.0% | -42.6% | 0.847% | |
7/19/2024 | Raymond James & Associates | 73,759 | $8.86M | 0.0% | +3.2% | 4.984% | |
7/9/2024 | Harbor Capital Advisors Inc. | 609 | $73K | 0.0% | N/A | 0.040% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 2,204 | $280K | 0.0% | N/A | 0.143% | |
5/8/2024 | US Bancorp DE | 10,086 | $1.28M | 0.0% | +400.5% | 0.655% | |
5/2/2024 | RiverFront Investment Group LLC | 123,785 | $15.70M | 0.4% | +11.7% | 8.091% | |
5/1/2024 | Janney Montgomery Scott LLC | 23,839 | $3.02M | 0.0% | +1.4% | 1.558% | |
5/1/2024 | Source Financial Advisors LLC | 1,654 | $210K | 0.1% | -46.3% | 0.108% | |
4/30/2024 | Private Advisor Group LLC | 21,973 | $2.79M | 0.0% | +112.2% | 1.436% | |
4/22/2024 | Raymond James & Associates | 71,479 | $9.07M | 0.0% | +0.9% | 4.672% | |
4/19/2024 | Valley National Advisers Inc. | 2,446 | $310K | 0.0% | +106.8% | 0.158% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 2,037 | $236K | 0.2% | N/A | 0.144% | |
2/13/2024 | TFG Advisers LLC | 1,938 | $225K | 0.1% | N/A | 0.137% | |
2/9/2024 | LWS Wealth Advisors Inc. | 93,933 | $10.89M | 4.1% | +4.8% | 6.662% | |
2/8/2024 | Janney Montgomery Scott LLC | 23,507 | $2.73M | 0.0% | +2.8% | 1.667% | |
2/6/2024 | Private Advisor Group LLC | 10,357 | $1.20M | 0.0% | +2.4% | 0.735% | |
2/5/2024 | RiverFront Investment Group LLC | 110,803 | $12.85M | 0.4% | +6.0% | 7.858% | |
2/2/2024 | Truist Financial Corp | 7,599 | $881K | 0.0% | +2.4% | 0.539% | |
1/30/2024 | Cookson Peirce & Co. Inc. | 1,942 | $225K | 0.0% | N/A | 0.138% | |
1/25/2024 | Valley National Advisers Inc. | 1,183 | $137K | 0.0% | N/A | 0.085% | |
1/24/2024 | Stratos Wealth Partners LTD. | 1,943 | $225K | 0.0% | N/A | 0.139% | |
1/16/2024 | Raymond James & Associates | 70,875 | $8.22M | 0.0% | -2.3% | 5.063% | |
1/16/2024 | Salem Investment Counselors Inc. | 25,502 | $2.96M | 0.1% | -2.4% | 1.822% | |
1/8/2024 | Harbor Capital Advisors Inc. | 8,644 | $1.00M | 0.2% | +55.5% | 0.617% | |
11/13/2023 | Envestnet Asset Management Inc. | 182,257 | $18.13M | 0.0% | +164.5% | 13.601% | |
11/9/2023 | UBS Group AG | 51,249 | $5.10M | 0.0% | +0.5% | 3.825% | |
11/8/2023 | Janney Montgomery Scott LLC | 22,875 | $2.28M | 0.0% | -2.7% | 1.707% | |
11/7/2023 | RiverFront Investment Group LLC | 104,538 | $10.40M | 0.4% | +5.1% | 7.801% | |
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11/3/2023 | Private Advisor Group LLC | 10,116 | $1.01M | 0.0% | N/A | 0.755% | |
10/24/2023 | Raymond James & Associates | 72,527 | $7.21M | 0.0% | -1.1% | 5.333% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 2,380 | $237K | 0.0% | -15.4% | 0.175% | |
10/20/2023 | Harbor Capital Advisors Inc. | 5,559 | $553K | 0.1% | +5.6% | 0.409% | |
10/18/2023 | Private Trust Co. NA | 311 | $31K | 0.0% | N/A | 0.023% | |
8/10/2023 | GeoWealth Management LLC | 3,041 | $317K | 0.0% | N/A | 0.239% | |
8/9/2023 | Flow Traders U.S. LLC | 8,296 | $864K | 0.0% | N/A | 0.653% | |
8/4/2023 | Envestnet Asset Management Inc. | 68,900 | $7.17M | 0.0% | N/A | 5.425% | |
8/3/2023 | Oppenheimer & Co. Inc. | 5,748 | $598K | 0.0% | N/A | 0.453% | |
8/1/2023 | RiverFront Investment Group LLC | 99,468 | $10.35M | 0.3% | N/A | 7.894% | |
8/1/2023 | RFP Financial Group LLC | 1,386 | $144K | 0.1% | N/A | 0.110% | |
8/1/2023 | Truist Financial Corp | 7,402 | $771K | 0.0% | N/A | 0.587% | |
7/31/2023 | LPL Financial LLC | 14,852 | $1.55M | 0.0% | +124.4% | 1.179% | |
7/28/2023 | AlphaMark Advisors LLC | 255 | $27K | 0.0% | -28.0% | 0.020% | |
7/28/2023 | Koshinski Asset Management Inc. | 2,774 | $289K | 0.0% | N/A | 0.220% | |
7/28/2023 | LWS Wealth Advisors Inc. | 91,002 | $9.47M | 4.0% | -5.0% | 7.222% | |
7/26/2023 | Janney Montgomery Scott LLC | 23,513 | $2.45M | 0.0% | N/A | 1.866% | |
7/25/2023 | Raymond James & Associates | 73,307 | $7.63M | 0.0% | +1,508.0% | 5.818% | |
7/25/2023 | Camelot Portfolios LLC | 4,614 | $480K | 0.3% | N/A | 0.366% | |
7/24/2023 | Source Financial Advisors LLC | 3,041 | $317K | 0.1% | N/A | 0.241% | |
7/19/2023 | TFG Advisers LLC | 1,931 | $201K | 0.1% | N/A | 0.153% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 2,813 | $293K | 0.0% | N/A | 0.227% | |
7/11/2023 | Harbor Capital Advisors Inc. | 5,263 | $548K | 0.1% | N/A | 0.424% | |
5/11/2023 | Legacy Capital Group California Inc. | 15,118 | $1.44M | 0.7% | N/A | 1.938% | |
5/9/2023 | Tower Research Capital LLC TRC | 5,985 | $571K | 0.0% | -35.1% | 0.767% | |
5/4/2023 | AlphaMark Advisors LLC | 354 | $34K | 0.0% | +192.6% | 0.045% | |
4/14/2023 | Raymond James & Associates | 4,559 | $435K | 0.0% | N/A | 0.577% | |
4/6/2023 | Fulcrum Equity Management | 24,770 | $2.36M | 2.2% | N/A | 3.176% | |
3/1/2023 | Lakewood Asset Management LLC | 460 | $41K | 0.0% | N/A | 0.060% | |
2/8/2023 | UBS Group AG | 52,997 | $4.71M | 0.0% | +2.9% | 6.794% | |
2/7/2023 | LPL Financial LLC | 5,078 | $451K | 0.0% | +8.6% | 0.651% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 7,591 | $674K | 0.0% | +111.4% | 0.973% | |
11/10/2022 | Tower Research Capital LLC TRC | 16,102 | $1.25M | 0.0% | +185.1% | 2.064% | |
11/10/2022 | UBS Group AG | 51,507 | $4.01M | 0.0% | +2.4% | 6.603% | |
11/3/2022 | Global Retirement Partners LLC | 1,200 | $108K | 0.0% | +200.0% | 0.154% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 3,590 | $279K | 0.0% | +45.6% | 0.449% | |
9/16/2022 | Private Trust Co. NA | 719 | $59K | 0.0% | N/A | 0.092% | |
8/11/2022 | UBS Group AG | 50,292 | $4.10M | 0.0% | -48.0% | 6.448% | |
8/5/2022 | LWS Wealth Advisors Inc. | 98,462 | $8.03M | 3.8% | +2.5% | 12.623% | |
7/27/2022 | Advisor Resource Council | 70,444 | $5.74M | 0.5% | +360.6% | 9.031% | |
7/15/2022 | Global Retirement Partners LLC | 400 | $33K | 0.0% | N/A | 0.051% | |
5/10/2022 | LWS Wealth Advisors Inc. | 96,048 | $8.86M | 3.8% | +1.5% | 11.040% | |
5/4/2022 | Gladstone Institutional Advisory LLC | 4,121 | $380K | 0.0% | N/A | 0.474% | |
4/20/2022 | Advisor Resource Council | 15,294 | $1.41M | 0.4% | -58.8% | 1.799% | |
2/11/2022 | Advisor Resource Council | 37,141 | $3.66M | 0.3% | +272.2% | 4.221% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 317,460 | $31.27M | 0.1% | -0.5% | 36.075% | |
2/8/2022 | Bank of America Corp DE | 106,649 | $10.50M | 0.0% | +3.0% | 8.814% | |
2/2/2022 | LWS Wealth Advisors Inc. | 94,640 | $9.32M | 3.8% | +2.1% | 7.821% | |
11/16/2021 | Advisor Resource Council | 9,979 | $906K | 0.3% | -57.1% | 0.774% | |
11/16/2021 | UBS Group AG | 95,835 | $8.70M | 0.0% | -8.8% | 7.429% | |
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11/9/2021 | LWS Wealth Advisors Inc. | 92,729 | $8.42M | 3.7% | +3.7% | 7.188% | |
11/5/2021 | Advisor Group Holdings Inc. | 479 | $43K | 0.0% | +88.6% | 0.037% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 318,995 | $28.97M | 0.1% | +1.4% | 24.728% | |
10/12/2021 | Koshinski Asset Management Inc. | 505 | $46K | 0.0% | N/A | 0.039% | |
8/19/2021 | Advisor Resource Council | 23,261 | $2.16M | 0.2% | N/A | 1.749% | |
8/17/2021 | Salem Investment Counselors Inc. | 26,225 | $2.44M | 0.1% | -5.2% | 1.943% | |
8/17/2021 | Citadel Advisors LLC | 12,910 | $1.20M | 0.0% | +161.2% | 0.956% | |
8/16/2021 | Bank of America Corp DE | 98,777 | $9.19M | 0.0% | -1.7% | 7.317% | |
8/16/2021 | Morgan Stanley | 105,224 | $9.79M | 0.0% | +2.1% | 7.794% | |
8/13/2021 | LPL Financial LLC | 5,516 | $513K | 0.0% | +50.9% | 0.409% | |