11/1/2024 | Atria Investments Inc | 36,148 | $1.58M | 0.0% | -2.6% | 0.363% | |
11/1/2024 | Assetmark Inc. | 771 | $34K | 0.0% | -97.3% | 0.008% | |
10/29/2024 | Janney Montgomery Scott LLC | 75,402 | $3.30M | 0.0% | -5.5% | 0.758% | |
10/25/2024 | Gateway Wealth Partners LLC | 38,348 | $1.68M | 0.5% | -2.1% | 0.385% | |
10/24/2024 | Peterson Wealth Advisors LLC | 4,843 | $212K | 0.0% | N/A | 0.048% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 11,926 | $522K | 0.0% | -17.0% | 0.117% | |
|
10/24/2024 | Arkadios Wealth Advisors | 6,594 | $289K | 0.0% | +35.7% | 0.065% | |
10/23/2024 | Values First Advisors Inc. | 986 | $43K | 0.0% | N/A | 0.010% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 7,502 | $329K | 0.2% | -36.6% | 0.074% | |
10/23/2024 | PSI Advisors LLC | 951 | $42K | 0.0% | -51.3% | 0.009% | |
10/22/2024 | Private Advisor Group LLC | 4,933 | $216K | 0.0% | -19.2% | 0.049% | |
10/15/2024 | NBC Securities Inc. | 9,357 | $409K | 0.0% | -20.3% | 0.092% | |
10/9/2024 | TAP Consulting LLC | 30,338 | $1.33M | 0.3% | -31.6% | 0.299% | |
10/8/2024 | CWM LLC | 3,961 | $173K | 0.0% | -20.2% | 0.039% | |
9/30/2024 | Mattson Financial Services LLC | 11,579 | $490K | 0.2% | N/A | 0.101% | |
9/5/2024 | Sanctuary Advisors LLC | 4,936 | $209K | 0.0% | N/A | 0.043% | |
8/30/2024 | Brown Financial Advisors | 952 | $40K | 0.0% | N/A | 0.008% | |
8/22/2024 | Cetera Investment Advisers | 52,568 | $2.23M | 0.0% | -34.6% | 0.459% | |
8/21/2024 | Truist Financial Corp | 146,798 | $6.22M | 0.0% | +7.1% | 1.282% | |
8/16/2024 | Gateway Wealth Partners LLC | 39,187 | $1.66M | 0.5% | +621.3% | 0.342% | |
8/16/2024 | NewEdge Advisors LLC | 22,846 | $967K | 0.0% | -10.5% | 0.200% | |
8/16/2024 | Front Row Advisors LLC | 2,155 | $91K | 0.0% | +34.3% | 0.019% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 219,664 | $9.30M | 0.0% | +13.2% | 1.918% | |
8/15/2024 | Main Management ETF Advisors LLC | 276,190 | $11.69M | 0.6% | +0.8% | 2.412% | |
8/14/2024 | 1832 Asset Management L.P. | 2,217 | $94K | 0.0% | +23.0% | 0.019% | |
8/13/2024 | AE Wealth Management LLC | 15,115 | $640K | 0.0% | -11.8% | 0.132% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 69,783 | $2.96M | 0.1% | -3.2% | 0.609% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 5,661 | $240K | 0.0% | N/A | 0.049% | |
8/10/2024 | Sargent Investment Group LLC | 44,455 | $1.88M | 0.4% | -8.8% | 0.388% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 26,824 | $1.14M | 0.4% | N/A | 0.234% | |
8/8/2024 | J.W. Cole Advisors Inc. | 4,967 | $210K | 0.0% | +9.9% | 0.043% | |
8/8/2024 | Envestnet Asset Management Inc. | 133,914 | $5.67M | 0.0% | +7.4% | 1.170% | |
8/8/2024 | LPL Financial LLC | 761,860 | $32.26M | 0.0% | +3.3% | 6.654% | |
8/8/2024 | Biltmore Family Office LLC | 118,941 | $5.04M | 0.9% | +9.8% | 1.039% | |
8/7/2024 | Spectrum Wealth Advisory Group LLC | 104,810 | $4.44M | 4.7% | +7.4% | 0.915% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,900 | $80K | 0.0% | N/A | 0.017% | |
8/6/2024 | TAP Consulting LLC | 44,363 | $1.88M | 0.4% | +4.7% | 0.387% | |
8/6/2024 | SRS Capital Advisors Inc. | 16,543 | $700K | 0.1% | +8.1% | 0.144% | |
8/2/2024 | Pursue Wealth Partners LLC | 6,000 | $254K | 0.1% | -45.5% | 0.050% | |
8/2/2024 | Belpointe Asset Management LLC | 36,166 | $1.53M | 0.1% | +23.5% | 0.303% | |
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8/1/2024 | Laidlaw Wealth Management LLC | 10,839 | $459K | 0.3% | -12.3% | 0.091% | |
8/1/2024 | Flaharty Asset Management LLC | 30,122 | $1.28M | 0.2% | -5.3% | 0.252% | |
7/31/2024 | Commonwealth Equity Services LLC | 42,011 | $1.78M | 0.0% | +4.9% | 0.352% | |
7/30/2024 | International Assets Investment Management LLC | 10,778 | $456K | 0.0% | -24.4% | 0.090% | |
7/29/2024 | Arkadios Wealth Advisors | 4,861 | $206K | 0.0% | N/A | 0.041% | |
7/26/2024 | Harbour Investments Inc. | 3,841 | $163K | 0.0% | -6.7% | 0.032% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 99,372 | $4.21M | 0.0% | -4.2% | 0.832% | |
7/24/2024 | Silverleafe Capital Partners LLC | 114,814 | $4.86M | 1.7% | +35.7% | 0.961% | |
7/19/2024 | Western Wealth Management LLC | 7,228 | $306K | 0.0% | +19.9% | 0.060% | |
7/19/2024 | KFG Wealth Management LLC | 6,287 | $266K | 0.1% | +17.1% | 0.052% | |
7/19/2024 | Raymond James & Associates | 307,644 | $13.03M | 0.0% | -10.3% | 2.553% | |
7/18/2024 | Gradient Investments LLC | 62,056 | $2.63M | 0.1% | +59.8% | 0.505% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 14,362 | $608K | 0.0% | +21.7% | 0.117% | |
7/10/2024 | CWM LLC | 4,965 | $210K | 0.0% | +16.4% | 0.040% | |
7/9/2024 | Adirondack Trust Co. | 1,150 | $49K | 0.0% | N/A | 0.009% | |
5/24/2024 | Cetera Advisors LLC | 16,410 | $742K | 0.0% | +60.3% | 0.131% | |
5/24/2024 | Cetera Investment Advisers | 80,389 | $3.64M | 0.0% | +1,115.3% | 0.643% | |
5/21/2024 | Atria Investments Inc | 34,014 | $1.54M | 0.0% | +1.7% | 0.272% | |
5/15/2024 | 1832 Asset Management L.P. | 1,803 | $82K | 0.0% | -17.0% | 0.014% | |
5/14/2024 | Biltmore Family Office LLC | 108,327 | $4.90M | 1.0% | +33.7% | 0.867% | |
5/10/2024 | Osaic Holdings Inc. | 160,443 | $7.26M | 0.0% | +6.5% | 1.284% | |
5/8/2024 | Avantax Advisory Services Inc. | 7,829 | $354K | 0.0% | +5.3% | 0.063% | |
5/7/2024 | Oppenheimer & Co. Inc. | 22,697 | $1.03M | 0.0% | +1.4% | 0.182% | |
5/1/2024 | Janney Montgomery Scott LLC | 76,513 | $3.46M | 0.0% | +12.8% | 0.617% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 4,620 | $209K | 0.0% | +47.6% | 0.037% | |
4/30/2024 | Private Advisor Group LLC | 31,039 | $1.40M | 0.0% | +9.7% | 0.250% | |
4/30/2024 | J.W. Cole Advisors Inc. | 4,521 | $205K | 0.0% | -23.5% | 0.036% | |
4/30/2024 | North Star Investment Management Corp. | 1,550 | $70K | 0.0% | N/A | 0.013% | |
4/29/2024 | Commonwealth Equity Services LLC | 40,057 | $1.81M | 0.0% | -7.8% | 0.323% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 72,059 | $3.26M | 0.1% | +6.6% | 0.581% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 103,753 | $4.69M | 0.0% | +3.4% | 0.837% | |
4/23/2024 | Gradient Investments LLC | 38,843 | $1.76M | 0.0% | +127.4% | 0.313% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 137,615 | $6.23M | 0.0% | -1.0% | 1.110% | |
4/22/2024 | Raymond James & Associates | 342,966 | $15.52M | 0.0% | +23.9% | 2.766% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 13,328 | $603K | 0.5% | +3.7% | 0.107% | |
4/19/2024 | TCP Asset Management LLC | 5,626 | $255K | 0.1% | -9.7% | 0.045% | |
4/19/2024 | KFG Wealth Management LLC | 5,368 | $243K | 0.1% | +21.6% | 0.043% | |
4/18/2024 | Spectrum Wealth Advisory Group LLC | 97,628 | $4.42M | 5.1% | +5.5% | 0.787% | |
4/16/2024 | Silverleafe Capital Partners LLC | 84,611 | $3.83M | 1.6% | N/A | 0.682% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 11,800 | $534K | 0.0% | -4.0% | 0.095% | |
4/15/2024 | Sunbelt Securities Inc. | 2,137 | $97K | 0.0% | +15.4% | 0.017% | |
4/11/2024 | International Assets Investment Management LLC | 14,252 | $639K | 0.0% | +7.0% | 0.115% | |
4/5/2024 | NBC Securities Inc. | 12,676 | $573K | 0.1% | -5.0% | 0.114% | |
2/15/2024 | Biltmore Family Office LLC | 81,030 | $3.69M | 0.8% | +94.7% | 0.730% | |
2/13/2024 | Belpointe Asset Management LLC | 15,353 | $699K | 0.1% | N/A | 0.138% | |
2/12/2024 | Laidlaw Wealth Management LLC | 10,914 | $497K | 0.2% | -23.8% | 0.098% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 17,852 | $813K | 0.0% | -3.5% | 0.161% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 100,299 | $4.57M | 0.0% | -17.9% | 0.904% | |
2/9/2024 | Assetmark Inc. | 20,157 | $918K | 0.0% | +149.3% | 0.182% | |
2/9/2024 | D.A. Davidson & CO. | 7,768 | $354K | 0.0% | -93.5% | 0.070% | |
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2/9/2024 | Wells Fargo & Company MN | 336,479 | $15.32M | 0.0% | -16.6% | 3.031% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 11,993 | $546K | 0.0% | -22.9% | 0.108% | |
2/8/2024 | Janney Montgomery Scott LLC | 67,815 | $3.09M | 0.0% | -2.8% | 0.611% | |
2/7/2024 | Avantax Advisory Services Inc. | 7,435 | $339K | 0.0% | -7.6% | 0.067% | |
2/7/2024 | NBC Securities Inc. | 13,346 | $607K | 0.1% | -4.6% | 0.120% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 3,130 | $143K | 0.0% | +1,038.2% | 0.028% | |
2/6/2024 | Private Advisor Group LLC | 28,299 | $1.29M | 0.0% | -7.4% | 0.255% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 67,622 | $3.08M | 0.1% | -7.2% | 0.609% | |
2/6/2024 | SRS Capital Advisors Inc. | 7,993 | $364K | 0.0% | +271.8% | 0.072% | |
2/5/2024 | Kestra Private Wealth Services LLC | 5,327 | $243K | 0.0% | -39.4% | 0.048% | |