9/5/2024 | Sanctuary Advisors LLC | 39,710 | $287K | 0.0% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 68,273 | $490K | 0.0% | +12.4% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 44,890 | $325K | 0.0% | +15.5% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 489,643 | $3.51M | 0.0% | +3.3% | 0.000% | |
8/14/2024 | EverSource Wealth Advisors LLC | 798,490 | $5.77M | 0.4% | +4.7% | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 44,325 | $318K | 0.0% | +81.0% | 0.000% | |
|
8/8/2024 | Envestnet Asset Management Inc. | 315,258 | $2.26M | 0.0% | +17.4% | 0.000% | |
8/8/2024 | CoreCap Advisors LLC | 170,850 | $1.23M | 0.1% | N/A | 0.000% | |
8/8/2024 | RS Crum Inc. | 55,750 | $400K | 0.1% | N/A | 0.000% | |
8/8/2024 | Financial Alternatives Inc | 24,248 | $174K | 0.1% | -10.1% | 0.000% | |
8/8/2024 | Main Street Financial Solutions LLC | 45,902 | $329K | 0.0% | +5.1% | 0.000% | |
8/7/2024 | Choreo LLC | 72,668 | $521K | 0.0% | +12.3% | 0.000% | |
8/6/2024 | First Foundation Advisors | 20,863 | $150K | 0.0% | +18.8% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 14,849 | $108K | 0.0% | -21.8% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 352,582 | $2.53M | 0.6% | -6.4% | 0.000% | |
7/31/2024 | Semus Wealth Partners LLC | 57,584 | $413K | 0.3% | -6.4% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 344,700 | $2.47M | 0.0% | +18.4% | 0.000% | |
7/29/2024 | Ameritas Advisory Services LLC | 29,189 | $209K | 0.0% | +21.8% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 47,627 | $341K | 0.0% | +13.4% | 0.000% | |
7/25/2024 | Addison Capital Co | 52,334 | $375K | 0.2% | -7.9% | 0.000% | |
7/19/2024 | Raymond James & Associates | 288,464 | $2.07M | 0.0% | +2.2% | 0.000% | |
7/17/2024 | Keudell Morrison Wealth Management | 18,750 | $134K | 0.0% | N/A | 0.000% | |
6/11/2024 | EverSource Wealth Advisors LLC | 762,298 | $5.57M | 0.4% | +5.2% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 41,169 | $307K | 0.0% | +7.2% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 38,871 | $290K | 0.0% | +13.2% | 0.000% | |
5/10/2024 | First Foundation Advisors | 17,557 | $131K | 0.0% | -10.4% | 0.000% | |
5/9/2024 | Koshinski Asset Management Inc. | 11,721 | $87K | 0.0% | -33.6% | 0.000% | |
5/8/2024 | Semus Wealth Partners LLC | 61,499 | $459K | 0.4% | -12.8% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 42,016 | $313K | 0.0% | +8.1% | 0.000% | |
5/2/2024 | Choreo LLC | 64,710 | $483K | 0.0% | N/A | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 24,489 | $183K | 0.0% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 291,220 | $2.17M | 0.0% | -4.6% | 0.000% | |
4/26/2024 | Clear Creek Financial Management LLC | 79,892 | $596K | 0.1% | +13.3% | 0.000% | |
4/26/2024 | LifePro Asset Management | 80,427 | $600K | 0.4% | N/A | 0.000% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 38,001 | $283K | 0.0% | N/A | 0.000% | |
4/24/2024 | Private Trust Co. NA | 103,846 | $775K | 0.1% | +11.2% | 0.000% | |
4/22/2024 | PFG Investments LLC | 376,751 | $2.81M | 0.2% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 34,339 | $251K | 0.0% | -11.7% | 0.000% | |
2/12/2024 | Focus Financial Network Inc. ADV | 24,969 | $182K | 0.0% | N/A | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 39,031 | $282K | 0.0% | +8.5% | 0.000% | |
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2/9/2024 | EverSource Wealth Advisors LLC | 724,459 | $5.24M | 0.5% | +7.3% | 0.000% | |
2/9/2024 | Certified Advisory Corp | 57,969 | $419K | 0.1% | -54.4% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 31,963 | $231K | 0.0% | -26.3% | 0.000% | |
2/8/2024 | Addison Capital Co | 57,434 | $415K | 0.3% | -9.7% | 0.000% | |
2/8/2024 | Foundations Investment Advisors LLC | 10,281 | $77K | 0.0% | N/A | 0.000% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 13,700 | $99K | 0.0% | +341.9% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 463,132 | $3.38M | 1.4% | +72.7% | 0.000% | |
2/6/2024 | TCG Advisory Services LLC | 99,659 | $721K | 0.0% | +1.8% | 0.000% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 13,700 | $99K | 0.0% | +341.9% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 32,486 | $236K | 0.0% | -48.7% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 378,023 | $2.73M | 0.6% | +3.2% | 0.000% | |
1/29/2024 | Koshinski Asset Management Inc. | 17,642 | $128K | 0.0% | +50.5% | 0.000% | |
1/26/2024 | Geneos Wealth Management Inc. | 14,394 | $104K | 0.0% | -74.4% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 81,091 | $586K | 0.0% | -1.9% | 0.000% | |
1/24/2024 | Stratos Wealth Advisors LLC | 18,716 | $135K | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 7,230 | $52K | 0.0% | +623.0% | 0.000% | |
1/23/2024 | Semus Wealth Partners LLC | 70,564 | $510K | 0.4% | -12.1% | 0.000% | |
1/18/2024 | SeaCrest Wealth Management LLC | 10,759 | $79K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 38,084 | $275K | 0.0% | +152.4% | 0.000% | |
1/16/2024 | Raymond James & Associates | 247,602 | $1.79M | 0.0% | -2.1% | 0.000% | |
1/16/2024 | CoreCap Advisors LLC | 86,305 | $624K | 0.0% | +7.5% | 0.000% | |
1/5/2024 | St. Louis Financial Planners Asset Management LLC | 22,443 | $162K | 0.2% | -8.4% | 0.000% | |
11/16/2023 | First Foundation Advisors | 24,375 | $161K | 0.0% | -11.0% | 0.000% | |
11/16/2023 | Essex Financial Services Inc. | 10,384 | $68K | 0.0% | N/A | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 443,614 | $2.92M | 0.1% | -60.4% | 0.000% | |
11/14/2023 | Synovus Financial Corp | 202,168 | $1.33M | 0.0% | -5.6% | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 366,405 | $2.42M | 0.6% | +0.8% | 0.000% | |
11/13/2023 | Certified Advisory Corp | 126,989 | $837K | 0.1% | +3.2% | 0.000% | |
11/13/2023 | Addison Capital Co | 63,634 | $419K | 0.3% | -6.0% | 0.000% | |
11/13/2023 | LPL Financial LLC | 624,062 | $4.11M | 0.0% | +1.8% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 13,512 | $89K | 0.0% | N/A | 0.000% | |
11/8/2023 | Moors & Cabot Inc. | 23,169 | $153K | 0.0% | +113.2% | 0.000% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 10,993 | $72K | 0.0% | N/A | 0.000% | |
11/7/2023 | Great Valley Advisor Group Inc. | 12,628 | $83K | 0.0% | N/A | 0.000% | |
11/4/2023 | EverSource Wealth Advisors LLC | 674,961 | $4.45M | 0.5% | +1.3% | 0.000% | |
11/2/2023 | Sonora Investment Management Group LLC | 28,660 | $189K | 0.0% | -47.1% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 268,195 | $1.78M | 0.8% | +21.3% | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 82,639 | $545K | 0.0% | -61.9% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 15,089 | $99K | 0.0% | -12.0% | 0.000% | |
10/24/2023 | Raymond James & Associates | 252,818 | $1.67M | 0.0% | +92.0% | 0.000% | |
10/24/2023 | Clear Creek Financial Management LLC | 71,306 | $470K | 0.1% | -2.3% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 449,757 | $2.96M | 0.0% | +19.2% | 0.000% | |
10/20/2023 | TNF LLC | 34,175 | $206K | 0.1% | -4.8% | 0.000% | |
8/23/2023 | TNF LLC | 35,910 | $259K | 0.1% | -7.1% | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,166,284 | $8.41M | 0.4% | +8.3% | 0.000% | |
8/14/2023 | Certified Advisory Corp | 123,026 | $887K | 0.2% | +27.4% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 607,475 | $4.38M | 0.0% | +2.4% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 1,121,615 | $8.09M | 0.2% | +6.6% | 0.000% | |
8/10/2023 | GeoWealth Management LLC | 35,475 | $256K | 0.0% | +39.3% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 377,413 | $2.72M | 0.0% | +0.7% | 0.000% | |
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8/10/2023 | Cetera Investment Advisers | 22,454 | $162K | 0.0% | -30.5% | 0.000% | |
8/9/2023 | Lido Advisors LLC | 19,072 | $138K | 0.0% | N/A | 0.000% | |
8/8/2023 | Geneos Wealth Management Inc. | 55,414 | $400K | 0.0% | +137.4% | 0.000% | |
8/8/2023 | Synovus Financial Corp | 214,233 | $1.55M | 0.0% | -7.4% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 221,045 | $1.61M | 0.7% | +35.4% | 0.000% | |
8/4/2023 | EverSource Wealth Advisors LLC | 666,266 | $4.80M | 0.5% | +15.0% | 0.000% | |
8/2/2023 | Bank of Montreal Can | 23,250 | $169K | 0.0% | N/A | 0.000% | |
8/2/2023 | Sigma Planning Corp | 19,328 | $139K | 0.0% | N/A | 0.000% | |
8/1/2023 | Truist Financial Corp | 12,590 | $91K | 0.0% | N/A | 0.000% | |
7/31/2023 | LPL Financial LLC | 612,799 | $4.42M | 0.0% | +23.3% | 0.000% | |