10/25/2024 | Great Diamond Partners LLC | 8,778 | $1.92M | 0.5% | N/A | 0.861% | |
10/24/2024 | PFG Investments LLC | 1,360 | $297K | 0.0% | N/A | 0.133% | |
10/15/2024 | Keystone Wealth Services LLC | 3,438 | $750K | 0.2% | N/A | 0.337% | |
10/11/2024 | CX Institutional | 1,728 | $377K | 0.0% | N/A | 0.169% | |
10/10/2024 | JBR Co Financial Management Inc | 3,702 | $808K | 0.5% | +5.9% | 0.363% | |
8/22/2024 | Cetera Investment Advisers | 15,107 | $3.11M | 0.0% | +7.0% | 1.481% | |
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8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,303 | $680K | 0.0% | +10.7% | 0.324% | |
8/13/2024 | AE Wealth Management LLC | 1,389 | $286K | 0.0% | +17.8% | 0.136% | |
7/30/2024 | WBI Investments LLC | 2,791 | $574K | 0.1% | +30.3% | 0.274% | |
7/26/2024 | Harbour Investments Inc. | 1,650 | $339K | 0.0% | -3.3% | 0.162% | |
7/23/2024 | WESPAC Advisors SoCal LLC | 2,087 | $429K | 0.1% | -11.8% | 0.205% | |
7/16/2024 | JBR Co Financial Management Inc | 3,496 | $719K | 0.5% | +11.6% | 0.343% | |
6/28/2024 | Bright Futures Wealth Management LLC. | 2,135 | $441K | 0.2% | N/A | 0.209% | |
5/24/2024 | Cetera Investment Advisers | 14,116 | $2.98M | 0.0% | N/A | 1.384% | |
5/9/2024 | JBR Co Financial Management Inc | 3,132 | $661K | 0.5% | -7.7% | 0.307% | |
5/4/2024 | WBI Investments LLC | 2,142 | $452K | 0.1% | N/A | 0.210% | |
5/3/2024 | GSA Capital Partners LLP | 3,162 | $667K | 0.1% | -31.1% | 0.310% | |
5/2/2024 | Comprehensive Wealth Management LLC | 2,441 | $515K | 0.4% | -2.9% | 0.239% | |
5/1/2024 | Private Advisor Group LLC | 1,768 | $373K | 0.0% | +15.4% | 0.173% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 10,848 | $2.29M | 0.0% | N/A | 1.064% | |
4/18/2024 | WESPAC Advisors SoCal LLC | 2,365 | $499K | 0.1% | N/A | 0.232% | |
2/9/2024 | Advisory Services Network LLC | 7,393 | $1.39M | 0.0% | +5.9% | 0.804% | |
2/7/2024 | BNP Paribas Financial Markets | 50,795 | $9.56M | 0.0% | +1.2% | 5.521% | |
2/7/2024 | Principal Securities Inc. | 459 | $86K | 0.0% | N/A | 0.050% | |
2/5/2024 | Kestra Private Wealth Services LLC | 3,378 | $636K | 0.0% | -9.4% | 0.367% | |
1/30/2024 | Investors Research Corp | 3,138 | $591K | 0.1% | +6.3% | 0.341% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 3,954 | $744K | 0.2% | +121.6% | 0.430% | |
1/16/2024 | Raymond James & Associates | 2,849 | $536K | 0.0% | N/A | 0.327% | |
1/12/2024 | Comprehensive Wealth Management LLC | 2,514 | $473K | 0.4% | -5.9% | 0.289% | |
11/16/2023 | Harbour Investments Inc. | 2,071 | $348K | 0.0% | -9.4% | 0.214% | |
11/15/2023 | GSA Capital Partners LLP | 4,647 | $780K | 0.1% | +48.3% | 0.479% | |
11/14/2023 | Tower Research Capital LLC TRC | 2,622 | $440K | 0.0% | +202.1% | 0.270% | |
11/13/2023 | LPL Financial LLC | 26,292 | $4.41M | 0.0% | +12.9% | 2.711% | |
11/13/2023 | Glenview Trust co | 4,545 | $763K | 0.0% | N/A | 0.469% | |
11/4/2023 | NBC Securities Inc. | 505 | $84K | 0.0% | N/A | 0.052% | |
11/1/2023 | Money Concepts Capital Corp | 3,109 | $522K | 0.1% | +2.4% | 0.338% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 3,758 | $631K | 0.0% | +99.2% | 0.408% | |
10/11/2023 | AE Wealth Management LLC | 10,864 | $1.82M | 0.0% | +1.0% | 1.181% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 1,784 | $299K | 0.1% | N/A | 0.194% | |
8/14/2023 | Union Savings Bank | 200 | $36K | 0.0% | N/A | 0.023% | |
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8/14/2023 | Investors Research Corp | 2,900 | $507K | 0.1% | +2.6% | 0.333% | |
8/10/2023 | Private Advisor Group LLC | 1,507 | $263K | 0.0% | N/A | 0.173% | |
8/10/2023 | Cetera Advisor Networks LLC | 14,904 | $2.60M | 0.0% | +138.4% | 1.713% | |
8/8/2023 | Kestra Private Wealth Services LLC | 3,771 | $659K | 0.0% | -2.7% | 0.433% | |
8/3/2023 | Atria Wealth Solutions Inc. | 1,661 | $290K | 0.0% | +20.0% | 0.191% | |
8/1/2023 | Money Concepts Capital Corp | 3,037 | $530K | 0.1% | -94.8% | 0.349% | |
7/31/2023 | LPL Financial LLC | 23,294 | $4.07M | 0.0% | -3.5% | 2.677% | |
7/26/2023 | Janney Montgomery Scott LLC | 1,215 | $212K | 0.0% | N/A | 0.140% | |
7/25/2023 | Raymond James & Associates | 1,169 | $204K | 0.0% | N/A | 0.134% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 1,887 | $330K | 0.0% | -88.1% | 0.217% | |
7/10/2023 | AE Wealth Management LLC | 10,753 | $1.88M | 0.0% | -44.2% | 1.236% | |
5/11/2023 | Investors Research Corp | 2,826 | $462K | 0.1% | +3.6% | 0.307% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 15,815 | $2.59M | 0.0% | -5.9% | 1.719% | |
5/10/2023 | LPL Financial LLC | 24,129 | $3.94M | 0.0% | +5.3% | 2.623% | |
5/1/2023 | Money Concepts Capital Corp | 58,904 | $449K | 0.0% | +2,298.4% | 6.403% | |
4/28/2023 | Ameritas Advisory Services LLC | 641 | $105K | 0.0% | N/A | 0.070% | |
4/14/2023 | AE Wealth Management LLC | 19,272 | $3.15M | 0.0% | -16.2% | 2.095% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 4,670 | $763K | 0.0% | -17.1% | 0.508% | |
2/10/2023 | Advisor Group Holdings Inc. | 17,373 | $2.75M | 0.0% | +38.0% | 1.888% | |
2/9/2023 | Chevy Chase Trust Holdings LLC | 31,316 | $4.96M | 0.0% | N/A | 3.404% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 5,635 | $893K | 0.0% | -27.0% | 0.613% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 16,807 | $2.66M | 0.0% | -29.1% | 1.827% | |
2/8/2023 | Commonwealth Retirement Investments LLC | 3,180 | $504K | 0.3% | N/A | 0.346% | |
2/7/2023 | LPL Financial LLC | 22,919 | $3.63M | 0.0% | -14.6% | 2.491% | |
2/7/2023 | Envestnet Asset Management Inc. | 2,195 | $348K | 0.0% | -89.5% | 0.239% | |
2/6/2023 | Investors Research Corp | 2,728 | $432K | 0.1% | +13.1% | 0.297% | |
2/1/2023 | Kestra Private Wealth Services LLC | 4,094 | $649K | 0.0% | -14.2% | 0.445% | |
1/31/2023 | AE Wealth Management LLC | 22,996 | $3.64M | 0.0% | +153.8% | 2.500% | |
1/30/2023 | Highview Capital Management LLC DE | 3,798 | $602K | 0.4% | N/A | 0.413% | |
11/14/2022 | Prudential PLC | 58,200 | $9.03M | 0.1% | N/A | 5.988% | |
11/10/2022 | Envestnet Asset Management Inc. | 20,990 | $3.26M | 0.0% | -28.5% | 2.058% | |
11/10/2022 | Tower Research Capital LLC TRC | 2,275 | $353K | 0.0% | -56.0% | 0.223% | |
11/8/2022 | IFP Advisors Inc | 404 | $40K | 0.0% | +28.7% | 0.040% | |
11/3/2022 | Financial Services Advisory Inc | 4,511 | $700K | 2.6% | N/A | 0.442% | |
10/25/2022 | Destiny Wealth Partners LLC | 13,806 | $2.14M | 0.5% | +4.1% | 1.354% | |
10/25/2022 | AE Wealth Management LLC | 9,059 | $1.41M | 0.0% | N/A | 0.888% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 7,714 | $1.20M | 0.0% | -61.6% | 0.756% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 23,699 | $3.68M | 0.0% | +2.6% | 2.323% | |
8/15/2022 | Atria Wealth Solutions Inc. | 2,092 | $318K | 0.0% | -50.9% | 0.216% | |
8/15/2022 | Kestra Private Wealth Services LLC | 5,090 | $774K | 0.0% | -3.8% | 0.525% | |
8/11/2022 | Cetera Advisor Networks LLC | 2,845 | $432K | 0.0% | -56.4% | 0.293% | |
8/8/2022 | Baird Financial Group Inc. | 4,748 | $722K | 0.0% | N/A | 0.489% | |
8/3/2022 | Envestnet Asset Management Inc. | 29,363 | $4.46M | 0.0% | -24.0% | 3.027% | |
7/29/2022 | Avidian Wealth Solutions LLC | 1,449 | $220K | 0.0% | -4.0% | 0.149% | |
7/21/2022 | Investors Research Corp | 1,965 | $299K | 0.1% | +33.5% | 0.203% | |
7/15/2022 | Destiny Wealth Partners LLC | 13,261 | $2.02M | 0.4% | +22.3% | 1.367% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 23,094 | $3.51M | 0.0% | +155.4% | 2.381% | |
5/26/2022 | Kestra Private Wealth Services LLC | 5,289 | $956K | 0.0% | -16.6% | 0.494% | |
5/12/2022 | Cetera Advisor Networks LLC | 6,526 | $1.18M | 0.0% | -3.6% | 0.639% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 9,043 | $1.63M | 0.0% | -72.3% | 0.885% | |
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5/12/2022 | Cambridge Trust Co. | 580 | $105K | 0.0% | N/A | 0.057% | |
5/11/2022 | Raymond James Financial Services Advisors Inc. | 24,836 | $4.49M | 0.0% | -10.3% | 2.317% | |
5/11/2022 | Black Swift Group LLC | 24,425 | $4.41M | 1.7% | N/A | 2.278% | |
5/11/2022 | GSA Capital Partners LLP | 1,391 | $251K | 0.0% | -67.2% | 0.130% | |
5/10/2022 | Avidian Wealth Solutions LLC | 1,510 | $273K | 0.0% | -6.2% | 0.141% | |
5/4/2022 | Advisor Group Holdings Inc. | 3,269 | $599K | 0.0% | -7.7% | 0.305% | |
5/4/2022 | Commonwealth Equity Services LLC | 1,449 | $261K | 0.0% | -70.9% | 0.135% | |
5/4/2022 | Envestnet Asset Management Inc. | 38,626 | $6.98M | 0.0% | +3.1% | 3.603% | |
5/2/2022 | Steward Partners Investment Advisory LLC | 3,723 | $673K | 0.0% | +727.3% | 0.332% | |
4/29/2022 | Searcy Financial Services Inc. ADV | 58,566 | $10.58M | 6.2% | +1.6% | 5.220% | |