10/29/2024 | Janney Montgomery Scott LLC | 30,570 | $1.61M | 0.0% | +2.3% | 0.486% | |
10/25/2024 | Barry Investment Advisors LLC | 305,723 | $16.08M | 4.9% | +4.6% | 4.860% | |
10/21/2024 | Venture Visionary Partners LLC | 31,163 | $1.64M | 0.1% | +45.6% | 0.495% | |
10/16/2024 | Good Life Advisors LLC | 13,832 | $727K | 0.0% | +69.4% | 0.220% | |
10/16/2024 | Transform Wealth LLC | 4,400 | $231K | 0.0% | N/A | 0.070% | |
10/16/2024 | Asset Dedication LLC | 791 | $42K | 0.0% | N/A | 0.013% | |
|
10/4/2024 | MRA Advisory Group | 232,476 | $12.23M | 6.7% | -3.4% | 3.696% | |
10/3/2024 | Park Avenue Securities LLC | 8,672 | $456K | 0.0% | -4.4% | 0.138% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,243 | $59K | 0.0% | -75.5% | 0.020% | |
8/9/2024 | Fairfield Financial Advisors LTD | 635 | $30K | 0.0% | N/A | 0.010% | |
8/6/2024 | MRA Advisory Group | 240,698 | $11.40M | 6.5% | +1.5% | 3.827% | |
7/31/2024 | Commonwealth Equity Services LLC | 61,865 | $2.93M | 0.0% | +3.2% | 0.984% | |
7/30/2024 | Jaffetilchin Investment Partners LLC | 8,358 | $396K | 0.0% | +2.5% | 0.133% | |
7/26/2024 | Harbour Investments Inc. | 9,939 | $471K | 0.0% | -5.6% | 0.158% | |
7/26/2024 | Saxony Capital Management LLC | 5,619 | $266K | 0.3% | +13.1% | 0.089% | |
7/10/2024 | Apella Capital LLC | 5,673 | $268K | 0.0% | N/A | 0.090% | |
5/24/2024 | Cetera Advisors LLC | 31,362 | $1.51M | 0.0% | N/A | 0.499% | |
5/24/2024 | Cetera Investment Advisers | 41,804 | $2.01M | 0.0% | +44.8% | 0.665% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 8,155 | $392K | 0.0% | -4.7% | 0.130% | |
5/7/2024 | Oppenheimer & Co. Inc. | 6,150 | $296K | 0.0% | N/A | 0.098% | |
5/4/2024 | Geneos Wealth Management Inc. | 662 | $32K | 0.0% | -50.6% | 0.011% | |
5/3/2024 | MRA Advisory Group | 237,112 | $11.39M | 6.8% | +5.8% | 3.770% | |
5/1/2024 | Janney Montgomery Scott LLC | 30,028 | $1.44M | 0.0% | -4.3% | 0.477% | |
4/30/2024 | Saxony Capital Management LLC | 4,966 | $239K | 0.3% | N/A | 0.079% | |
4/29/2024 | Commonwealth Equity Services LLC | 59,966 | $2.88M | 0.0% | -2.1% | 0.953% | |
4/18/2024 | Barry Investment Advisors LLC | 282,742 | $13.59M | 4.5% | +5.2% | 4.495% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 13,114 | $630K | 0.0% | +3.9% | 0.208% | |
4/10/2024 | Park Avenue Securities LLC | 9,494 | $456K | 0.0% | -35.6% | 0.151% | |
2/28/2024 | Bbjs Financial Advisors LLC | 5,000 | $230K | 0.1% | -25.4% | 0.079% | |
2/12/2024 | Focus Financial Network Inc. ADV | 16,255 | $748K | 0.0% | N/A | 0.258% | |
2/9/2024 | Barry Investment Advisors LLC | 268,742 | $12.37M | 4.2% | +44.6% | 4.273% | |
2/8/2024 | Level Four Advisory Services LLC | 32,377 | $1.49M | 0.1% | +3.3% | 0.515% | |
2/8/2024 | Janney Montgomery Scott LLC | 31,379 | $1.44M | 0.0% | -17.9% | 0.499% | |
2/7/2024 | Principal Securities Inc. | 2,527 | $116K | 0.0% | N/A | 0.040% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 12,627 | $581K | 0.0% | +31.0% | 0.201% | |
2/6/2024 | SYM FINANCIAL Corp | 804 | $37K | 0.0% | N/A | 0.013% | |
2/6/2024 | Merit Financial Group LLC | 66,560 | $3.06M | 0.1% | -26.9% | 1.058% | |
2/6/2024 | Great Valley Advisor Group Inc. | 9,474 | $436K | 0.0% | -3.0% | 0.151% | |
2/5/2024 | Win Advisors Inc. | 538,235 | $24.77M | 11.2% | N/A | 8.557% | |
2/5/2024 | HHM Wealth Advisors LLC | 5,280 | $243K | 0.0% | +45.1% | 0.084% | |
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1/31/2024 | Beam Wealth Advisors Inc. | 13,293 | $612K | 0.4% | -55.3% | 0.211% | |
1/24/2024 | Stratos Wealth Advisors LLC | 4,535 | $209K | 0.0% | N/A | 0.072% | |
1/24/2024 | Venture Visionary Partners LLC | 15,744 | $725K | 0.0% | N/A | 0.250% | |
1/23/2024 | FAS Wealth Partners Inc. | 643 | $30K | 0.0% | -67.4% | 0.010% | |
1/22/2024 | Southern Capital Advisors LLC | 13,313 | $613K | 0.4% | +98.5% | 0.212% | |
1/18/2024 | Good Life Advisors LLC | 8,408 | $387K | 0.0% | +5.6% | 0.134% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 6,003 | $276K | 0.0% | N/A | 0.095% | |
1/16/2024 | Raymond James & Associates | 30,377 | $1.40M | 0.0% | +1.0% | 0.483% | |
1/12/2024 | Advisor Resource Council | 5,350 | $246K | 0.0% | N/A | 0.085% | |
11/16/2023 | Harbour Investments Inc. | 7,178 | $297K | 0.0% | +63.2% | 0.114% | |
11/13/2023 | LPL Financial LLC | 1,228,324 | $50.79M | 0.0% | +7.2% | 19.528% | |
11/13/2023 | Cardiff Park Advisors LLC | 1,055 | $44K | 0.0% | N/A | 0.017% | |
11/13/2023 | Kestra Advisory Services LLC | 9,678 | $400K | 0.0% | +26.4% | 0.154% | |
11/9/2023 | Bbjs Financial Advisors LLC | 6,700 | $277K | 0.1% | N/A | 0.107% | |
11/8/2023 | HighTower Advisors LLC | 6,701 | $280K | 0.0% | -16.5% | 0.107% | |
11/8/2023 | Janney Montgomery Scott LLC | 38,203 | $1.58M | 0.0% | +2.9% | 0.607% | |
11/8/2023 | MRA Advisory Group | 106,924 | $4.42M | 3.2% | -1.1% | 1.700% | |
11/7/2023 | Merit Financial Group LLC | 91,009 | $3.76M | 0.1% | +16.0% | 1.447% | |
11/4/2023 | HHM Wealth Advisors LLC | 3,640 | $150K | 0.0% | -73.2% | 0.058% | |
11/3/2023 | Private Advisor Group LLC | 18,541 | $767K | 0.0% | +10.8% | 0.295% | |
11/1/2023 | Krilogy Financial LLC | 23,244 | $961K | 0.1% | -48.0% | 0.370% | |
10/31/2023 | Southern Capital Advisors LLC | 6,707 | $277K | 0.2% | -29.3% | 0.107% | |
10/26/2023 | Beam Wealth Advisors Inc. | 29,713 | $1.23M | 0.9% | -24.8% | 0.472% | |
10/26/2023 | Park Avenue Securities LLC | 23,058 | $953K | 0.0% | -39.4% | 0.367% | |
10/24/2023 | Raymond James & Associates | 30,072 | $1.24M | 0.0% | +4.6% | 0.478% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 16,870 | $698K | 0.0% | -11.0% | 0.268% | |
10/23/2023 | Commonwealth Equity Services LLC | 61,214 | $2.53M | 0.0% | -5.9% | 0.973% | |
10/12/2023 | IFP Advisors Inc | 4,475 | $185K | 0.0% | -10.0% | 0.071% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 9,636 | $398K | 0.0% | -3.8% | 0.153% | |
10/11/2023 | Geneos Wealth Management Inc. | 1,339 | $55K | 0.0% | -22.5% | 0.021% | |
8/10/2023 | Commonwealth Equity Services LLC | 65,040 | $2.78M | 0.0% | +4.1% | 1.034% | |
8/10/2023 | Private Advisor Group LLC | 16,729 | $714K | 0.0% | +104.7% | 0.266% | |
8/10/2023 | Cetera Advisor Networks LLC | 7,256 | $310K | 0.0% | -92.4% | 0.115% | |
8/3/2023 | Barry Investment Advisors LLC | 77,921 | $3.33M | 1.1% | N/A | 1.221% | |
8/2/2023 | Bank of Montreal Can | 804 | $32K | 0.0% | N/A | 0.013% | |
8/1/2023 | Merit Financial Group LLC | 78,480 | $3.35M | 0.1% | -4.6% | 1.230% | |
7/31/2023 | LPL Financial LLC | 1,146,019 | $48.91M | 0.0% | +8.6% | 17.963% | |
7/26/2023 | Janney Montgomery Scott LLC | 37,109 | $1.58M | 0.0% | +23.3% | 0.582% | |
7/26/2023 | Beam Wealth Advisors Inc. | 39,492 | $1.69M | 1.2% | -10.5% | 0.619% | |
7/19/2023 | Krilogy Financial LLC | 44,684 | $1.91M | 0.2% | -25.6% | 0.700% | |
7/17/2023 | MRA Advisory Group | 108,085 | $4.61M | 3.2% | -4.2% | 1.694% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 10,018 | $428K | 0.0% | +4.6% | 0.157% | |
7/14/2023 | Park Avenue Securities LLC | 38,062 | $1.62M | 0.0% | -40.5% | 0.597% | |
7/14/2023 | Win Advisors Inc. | 71,360 | $2.45M | 3.3% | N/A | 1.118% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 18,954 | $809K | 0.0% | +211.9% | 0.297% | |
7/11/2023 | Good Life Advisors LLC | 7,956 | $340K | 0.0% | -38.7% | 0.125% | |
7/10/2023 | Level Four Advisory Services LLC | 35,626 | $1.52M | 0.1% | +21.2% | 0.558% | |
6/5/2023 | Level Four Advisory Services LLC | 29,399 | $1.26M | 0.1% | +3.0% | 0.461% | |
5/15/2023 | ICA Group Wealth Management LLC | 11,277 | $482K | 0.1% | +83.7% | 0.177% | |
5/11/2023 | FAS Wealth Partners Inc. | 1,937 | $83K | 0.0% | +212.9% | 0.030% | |
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5/11/2023 | Envestnet Asset Management Inc. | 14,406 | $616K | 0.0% | -4.3% | 0.226% | |
5/10/2023 | Private Advisor Group LLC | 8,171 | $350K | 0.0% | N/A | 0.128% | |
5/10/2023 | LPL Financial LLC | 1,055,714 | $45.16M | 0.0% | -11.5% | 16.547% | |
5/9/2023 | Acorn Wealth Advisors LLC | 4,826 | $206K | 0.2% | N/A | 0.076% | |
5/8/2023 | Good Life Advisors LLC | 12,985 | $556K | 0.1% | -78.5% | 0.204% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 9,578 | $410K | 0.0% | N/A | 0.150% | |
5/3/2023 | Krilogy Financial LLC | 60,059 | $2.57M | 0.2% | +16.2% | 0.941% | |
5/3/2023 | Great Valley Advisor Group Inc. | 14,994 | $641K | 0.0% | +17.9% | 0.235% | |
4/28/2023 | Janney Montgomery Scott LLC | 30,091 | $1.29M | 0.0% | +104.9% | 0.434% | |
4/27/2023 | Southern Capital Advisors LLC | 9,690 | $415K | 0.3% | N/A | 0.140% | |