10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,904 | $1.50M | 0.0% | -17.9% | 0.690% | |
10/23/2024 | Silver Oak Securities Incorporated | 16,809 | $2.33M | 0.2% | +62.1% | 1.064% | |
10/17/2024 | CHB Investment Group LLC | 14,366 | $1.98M | 1.1% | N/A | 0.909% | |
10/11/2024 | Sapient Capital LLC | 1,485 | $205K | 0.0% | N/A | 0.094% | |
8/30/2024 | Creekside Partners | 1,762 | $226K | 0.1% | N/A | 0.112% | |
8/14/2024 | Bank of Montreal Can | 9,122 | $1.19M | 0.0% | +5,981.3% | 0.577% | |
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8/13/2024 | Asset Management Group Inc. | 12,395 | $1.59M | 0.3% | +1.0% | 0.784% | |
8/8/2024 | Envestnet Asset Management Inc. | 28,186 | $3.61M | 0.0% | +88.1% | 1.784% | |
8/8/2024 | Main Street Financial Solutions LLC | 29,901 | $3.83M | 0.4% | +36.1% | 1.892% | |
7/31/2024 | Baltimore Washington Financial Advisors Inc. | 61,829 | $7.92M | 0.5% | +4.5% | 3.913% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 11,197 | $1.44M | 0.1% | +25.1% | 0.709% | |
7/29/2024 | Arkadios Wealth Advisors | 1,734 | $222K | 0.0% | N/A | 0.110% | |
7/26/2024 | Members Advisory Group LLC | 8,832 | $1.13M | 0.6% | N/A | 0.559% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 25,657 | $3.29M | 0.0% | -16.7% | 1.624% | |
7/25/2024 | Systelligence LLC | 74,064 | $9.49M | 2.5% | -2.3% | 4.688% | |
7/20/2024 | Meridian Investment Counsel Inc. | 11,073 | $1.42M | 0.4% | +10.4% | 0.701% | |
7/17/2024 | AdvisorNet Financial Inc | 15,125 | $1.94M | 0.2% | +13.3% | 0.957% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 13,278 | $1.70M | 0.0% | -12.0% | 0.840% | |
5/23/2024 | ARQ Wealth Advisors LLC | 4,567 | $587K | 0.3% | +12.5% | 0.289% | |
5/16/2024 | Jane Street Group LLC | 35,054 | $4.50M | 0.0% | -27.5% | 2.219% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 4,493 | $577K | 0.0% | +2.4% | 0.284% | |
5/10/2024 | Nwam LLC | 10,064 | $1.29M | 0.1% | +9.7% | 0.637% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 59,178 | $7.60M | 0.5% | +2.8% | 3.745% | |
4/30/2024 | Commonwealth Equity Services LLC | 4,153 | $534K | 0.0% | +2.3% | 0.268% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 30,803 | $3.96M | 0.0% | -3.7% | 1.987% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 8,951 | $1.15M | 0.1% | +34.9% | 0.577% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 15,090 | $1.94M | 0.0% | -11.4% | 1.093% | |
4/12/2024 | AdvisorNet Financial Inc | 13,355 | $1.72M | 0.2% | +23.7% | 0.968% | |
4/12/2024 | Systelligence LLC | 75,826 | $9.74M | 2.5% | -0.6% | 5.495% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 4,387 | $522K | 0.0% | -2.4% | 0.318% | |
2/27/2024 | ARQ Wealth Advisors LLC | 4,058 | $483K | 0.3% | +34.3% | 0.294% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 6,635 | $790K | 0.1% | N/A | 0.481% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 31,972 | $3.81M | 0.0% | +5.0% | 2.317% | |
2/8/2024 | Main Street Financial Solutions LLC | 21,950 | $2.61M | 0.3% | +5.8% | 1.591% | |
2/8/2024 | Fagan Associates Inc. | 36,164 | $4.30M | 0.9% | +27.7% | 2.621% | |
2/7/2024 | Northwest Financial Advisors | 584 | $70K | 0.1% | N/A | 0.042% | |
2/6/2024 | Great Valley Advisor Group Inc. | 3,711 | $442K | 0.0% | -5.6% | 0.269% | |
2/5/2024 | Silver Oak Securities Incorporated | 12,841 | $1.53M | 0.2% | +69.0% | 0.931% | |
1/24/2024 | Stratos Wealth Partners LTD. | 28,734 | $3.42M | 0.1% | +53.0% | 2.082% | |
1/19/2024 | AdvisorNet Financial Inc | 10,798 | $1.29M | 0.1% | +63.6% | 0.782% | |
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1/16/2024 | Raymond James Financial Services Advisors Inc. | 5,507 | $655K | 0.0% | -40.0% | 0.399% | |
1/8/2024 | Systelligence LLC | 76,284 | $9.08M | 2.5% | -15.5% | 5.528% | |
11/30/2023 | ARQ Wealth Advisors LLC | 3,021 | $330K | 0.2% | N/A | 0.219% | |
11/20/2023 | Silver Oak Securities Incorporated | 7,597 | $829K | 0.2% | +16.0% | 0.551% | |
11/16/2023 | Harbour Investments Inc. | 4,443 | $485K | 0.0% | +22.4% | 0.322% | |
11/14/2023 | Roundview Capital LLC | 20,037 | $2.19M | 0.2% | +2.0% | 1.452% | |
11/13/2023 | LPL Financial LLC | 101,703 | $11.09M | 0.0% | +7.6% | 7.370% | |
11/8/2023 | Baltimore Washington Financial Advisors Inc. | 53,811 | $5.87M | 0.4% | +35.1% | 3.899% | |
11/7/2023 | Great Valley Advisor Group Inc. | 3,932 | $429K | 0.0% | +16.9% | 0.285% | |
11/3/2023 | Main Street Financial Solutions LLC | 20,744 | $2.26M | 0.3% | +2.7% | 1.503% | |
11/1/2023 | Nwam LLC | 8,352 | $911K | 0.1% | -2.5% | 0.605% | |
10/24/2023 | Stratos Wealth Partners LTD. | 18,777 | $2.05M | 0.0% | +226.4% | 1.361% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 30,437 | $3.32M | 0.0% | +26.4% | 2.206% | |
10/23/2023 | Commonwealth Equity Services LLC | 3,585 | $391K | 0.0% | +57.9% | 0.260% | |
10/18/2023 | Private Trust Co. NA | 1,178 | $128K | 0.0% | +11.0% | 0.085% | |
10/12/2023 | AdvisorNet Financial Inc | 6,599 | $720K | 0.1% | N/A | 0.478% | |
10/10/2023 | Systelligence LLC | 90,286 | $9.85M | 2.8% | -4.2% | 6.542% | |
8/10/2023 | Osaic Holdings Inc. | 31,782 | $3.59M | 0.0% | +830.1% | 2.303% | |
8/10/2023 | Nwam LLC | 8,562 | $966K | 0.1% | +109.2% | 0.620% | |
8/9/2023 | Meridian Investment Counsel Inc. | 10,231 | $1.15M | 0.4% | +35.0% | 0.741% | |
8/9/2023 | Baltimore Washington Financial Advisors Inc. | 39,836 | $4.50M | 0.4% | N/A | 2.887% | |
8/9/2023 | Roundview Capital LLC | 19,639 | $2.22M | 0.2% | -2.6% | 1.423% | |
8/8/2023 | Fagan Associates Inc. | 26,901 | $3.04M | 0.7% | +7.4% | 1.949% | |
8/4/2023 | Main Street Financial Solutions LLC | 20,189 | $2.28M | 0.3% | +267.1% | 1.682% | |
8/3/2023 | Northwest Capital Management Inc | 600 | $68K | 0.0% | N/A | 0.050% | |
8/3/2023 | CWM LLC | 649 | $73K | 0.0% | N/A | 0.054% | |
8/2/2023 | Silver Oak Securities Incorporated | 6,549 | $739K | 0.1% | N/A | 0.546% | |
7/31/2023 | LPL Financial LLC | 94,490 | $10.66M | 0.0% | +193.8% | 7.874% | |
7/28/2023 | Private Trust Co. NA | 1,061 | $120K | 0.0% | N/A | 0.088% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 4,435 | $500K | 0.0% | -11.2% | 0.370% | |
7/18/2023 | Stratos Wealth Partners LTD. | 5,752 | $649K | 0.0% | N/A | 0.479% | |
7/13/2023 | Systelligence LLC | 94,247 | $10.64M | 3.4% | +58.5% | 7.854% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 24,082 | $2.72M | 0.0% | +20.5% | 2.007% | |
5/15/2023 | Asset Management Group Inc. | 12,809 | $1.38M | 0.3% | -2.8% | 1.281% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 19,988 | $2.15M | 0.0% | N/A | 1.999% | |
5/10/2023 | LPL Financial LLC | 32,159 | $3.46M | 0.0% | +31.7% | 3.216% | |
5/4/2023 | Fagan Associates Inc. | 25,041 | $2.69M | 0.7% | +4.6% | 2.504% | |
5/3/2023 | Great Valley Advisor Group Inc. | 2,186 | $235K | 0.0% | N/A | 0.219% | |
4/19/2023 | Systelligence LLC | 59,471 | $6.40M | 1.6% | N/A | 5.947% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 9,145 | $984K | 0.0% | -4.3% | 0.915% | |
2/15/2023 | Asset Management Group Inc. | 13,174 | $1.33M | 0.3% | -2.9% | 1.317% | |
2/13/2023 | Roundview Capital LLC | 20,155 | $2.04M | 0.2% | -1.2% | 2.016% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 9,558 | $966K | 0.0% | +37.7% | 0.956% | |
2/8/2023 | Main Street Financial Solutions LLC | 5,500 | $556K | 0.1% | N/A | 0.550% | |
2/7/2023 | LPL Financial LLC | 24,413 | $2.47M | 0.0% | -9.6% | 2.441% | |
2/7/2023 | Envestnet Asset Management Inc. | 2,414 | $244K | 0.0% | -42.6% | 0.241% | |
2/6/2023 | Meridian Investment Counsel Inc. | 7,578 | $766K | 0.3% | -2.6% | 0.758% | |
2/1/2023 | Bank of Montreal Can | 754 | $76K | 0.0% | N/A | 0.075% | |
11/14/2022 | MML Investors Services LLC | 4,204 | $363K | 0.0% | +16.1% | 0.420% | |
11/2/2022 | Fagan Associates Inc. | 23,924 | $2.07M | 0.6% | +8.7% | 2.392% | |
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10/25/2022 | Raymond James & Associates | 23,113 | $2.00M | 0.0% | +0.6% | 2.311% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 6,940 | $599K | 0.0% | +179.8% | 0.694% | |
8/10/2022 | Nwam LLC | 3,310 | $315K | 0.0% | +5.8% | 0.331% | |
8/3/2022 | Fagan Associates Inc. | 22,019 | $2.12M | 0.6% | N/A | 2.202% | |
5/12/2022 | Nwam LLC | 3,128 | $352K | 0.0% | N/A | 0.313% | |
5/4/2022 | Advisor Group Holdings Inc. | 6,915 | $778K | 0.0% | +87.1% | 0.692% | |
5/4/2022 | Prospera Financial Services Inc | 360 | $41K | 0.0% | N/A | 0.036% | |
5/4/2022 | Commonwealth Equity Services LLC | 1,780 | $200K | 0.0% | -50.3% | 0.178% | |
5/2/2022 | National Asset Management Inc. | 5,826 | $656K | 0.0% | -32.9% | 0.583% | |
4/27/2022 | Avantax Advisory Services Inc. | 2,204 | $248K | 0.0% | N/A | 0.220% | |