3/17/2025 | Wealth Enhancement Advisory Services LLC | 443,615 | $11.80M | 0.0% | +0.2% | 4.631% | |
2/17/2025 | Cetera Investment Advisers | 30,457 | $810K | 0.0% | +51.2% | 0.781% | |
2/17/2025 | Captrust Financial Advisors | 9,996 | $266K | 0.0% | -8.1% | 0.256% | |
2/14/2025 | Integrated Wealth Concepts LLC | 137,815 | $3.67M | 0.0% | +0.8% | 3.534% | |
2/13/2025 | NewEdge Advisors LLC | 221,359 | $5.89M | 0.0% | -4.5% | 5.676% | |
2/13/2025 | Rockefeller Capital Management L.P. | 141,670 | $3.77M | 0.0% | +3.5% | 3.633% | |
2/13/2025 | Raymond James Financial Inc. | 533,072 | $14.18M | 0.0% | N/A | 13.669% | |
2/13/2025 | Envestnet Asset Management Inc. | 280,112 | $7.45M | 0.0% | -54.9% | 7.182% | |
2/11/2025 | LPL Financial LLC | 414,076 | $11.01M | 0.0% | +95.5% | 10.617% | |
2/10/2025 | Thrivent Financial for Lutherans | 62,322 | $1.76M | 0.0% | N/A | 1.598% | |
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2/10/2025 | Commonwealth Equity Services LLC | 26,249 | $698K | 0.0% | +48.1% | 0.673% | |
2/7/2025 | HighTower Advisors LLC | 11,278 | $300K | 0.0% | N/A | 0.289% | |
2/6/2025 | Raymond James Financial Inc. | 533,072 | $14.18M | 0.0% | N/A | 13.669% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 182,389 | $4.85M | 0.0% | +3.1% | 4.677% | |
2/5/2025 | Smartleaf Asset Management LLC | 33,127 | $883K | 0.1% | -32.5% | 0.849% | |
2/5/2025 | Private Trust Co. NA | 3,150 | $84K | 0.0% | N/A | 0.081% | |
2/5/2025 | Ascension Capital Advisors Inc. | 1,110,399 | $29.54M | 12.9% | +3.5% | 28.472% | |
2/3/2025 | Private Advisor Group LLC | 177,194 | $4.71M | 0.0% | -6.4% | 4.543% | |
1/31/2025 | Truist Financial Corp | 260,399 | $6.93M | 0.0% | +287.5% | 6.677% | |
1/31/2025 | Sanctuary Advisors LLC | 65,202 | $1.81M | 0.0% | -4.8% | 1.672% | |
1/30/2025 | Strategic Financial Concepts LLC | 19,141 | $509K | 0.0% | N/A | 0.491% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 10,651 | $283K | 0.0% | N/A | 0.273% | |
1/29/2025 | Essex Financial Services Inc. | 12,509 | $333K | 0.0% | N/A | 0.321% | |
1/28/2025 | Strategic Financial Concepts LLC | 19,141 | $509K | 0.0% | N/A | 0.491% | |
1/24/2025 | DAVENPORT & Co LLC | 18,303 | $487K | 0.0% | -2.0% | 0.469% | |
1/23/2025 | Gateway Wealth Partners LLC | 9,885 | $263K | 0.1% | N/A | 0.253% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 11,166 | $297K | 0.0% | -17.6% | 0.286% | |
1/21/2025 | Lantz Financial LLC | 243,605 | $6.48M | 1.7% | +9.3% | 6.246% | |
1/17/2025 | Janney Montgomery Scott LLC | 51,144 | $1.36M | 0.0% | -55.5% | 1.311% | |
1/16/2025 | Priebe Wealth Holdings LLC | 50,425 | $1.34M | 0.9% | +99.1% | 1.293% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 440,398 | $12.29M | 0.0% | -0.5% | 11.292% | |
11/25/2024 | Sanctuary Advisors LLC | 68,509 | $1.94M | 0.0% | -6.8% | 1.757% | |
11/15/2024 | Integrated Wealth Concepts LLC | 136,744 | $3.82M | 0.0% | +1.2% | 3.506% | |
11/15/2024 | Hilltop Holdings Inc. | 69,159 | $1.93M | 0.1% | +464.8% | 1.773% | |
11/14/2024 | Captrust Financial Advisors | 10,880 | $304K | 0.0% | -12.1% | 0.279% | |
11/14/2024 | Rockefeller Capital Management L.P. | 136,825 | $3.82M | 0.0% | +0.3% | 3.508% | |
10/31/2024 | Ascension Capital Advisors Inc. | 1,072,643 | $29.94M | 14.0% | +8.2% | 27.504% | |
10/29/2024 | Janney Montgomery Scott LLC | 114,908 | $3.21M | 0.0% | +154.0% | 2.946% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 442,681 | $12.36M | 0.0% | +2.7% | 11.351% | |
10/22/2024 | Private Advisor Group LLC | 189,315 | $5.28M | 0.0% | +30.2% | 4.854% | |
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10/18/2024 | Raymond James & Associates | 429,644 | $11.99M | 0.0% | +408.1% | 11.017% | |
10/15/2024 | NBC Securities Inc. | 7,020 | $195K | 0.0% | N/A | 0.180% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 965 | $27K | 0.0% | N/A | 0.025% | |
10/10/2024 | Priebe Wealth Holdings LLC | 25,325 | $707K | 0.5% | +6.7% | 0.649% | |
9/5/2024 | Sanctuary Advisors LLC | 73,509 | $1.79M | 0.0% | N/A | 1.885% | |
8/21/2024 | Truist Financial Corp | 23,255 | $578K | 0.0% | +6.5% | 0.596% | |
8/8/2024 | Envestnet Asset Management Inc. | 191,217 | $4.75M | 0.0% | +1.2% | 4.903% | |
8/5/2024 | Private Advisor Group LLC | 145,455 | $3.61M | 0.0% | -7.1% | 3.730% | |
8/1/2024 | Claro Advisors LLC | 16,562 | $411K | 0.1% | -22.0% | 0.425% | |
7/31/2024 | Commonwealth Equity Services LLC | 17,695 | $440K | 0.0% | +15.7% | 0.454% | |
7/19/2024 | Raymond James & Associates | 84,559 | $2.10M | 0.0% | -32.4% | 2.168% | |
7/17/2024 | Priebe Wealth Holdings LLC | 23,725 | $589K | 0.5% | +2.2% | 0.608% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 431,046 | $10.71M | 0.0% | +14.8% | 11.052% | |
7/10/2024 | Lantz Financial LLC | 159,760 | $3.97M | 1.2% | +24.0% | 4.096% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 15,050 | $374K | 0.0% | +64.6% | 0.386% | |
5/1/2024 | Janney Montgomery Scott LLC | 45,306 | $1.15M | 0.0% | +35.0% | 1.224% | |
4/30/2024 | Private Advisor Group LLC | 156,621 | $3.96M | 0.0% | +27.7% | 4.233% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 73,114 | $1.85M | 0.0% | +62.6% | 1.976% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 375,584 | $9.50M | 0.0% | +1.2% | 14.446% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 9,142 | $231K | 0.0% | N/A | 0.352% | |
4/13/2024 | Priebe Wealth Holdings LLC | 23,225 | $587K | 0.5% | +5.4% | 0.893% | |
4/10/2024 | Lantz Financial LLC | 128,860 | $3.26M | 1.0% | +28.3% | 4.956% | |
2/13/2024 | Platform Technology Partners | 8,657 | $206K | 0.1% | -71.8% | 0.333% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 121,196 | $2.91M | 0.0% | +124.7% | 4.661% | |
2/9/2024 | Schneider Downs Wealth Management Advisors LP | 15,242 | $366K | 0.1% | N/A | 0.586% | |
2/8/2024 | Janney Montgomery Scott LLC | 33,566 | $806K | 0.0% | +5.5% | 1.291% | |
2/6/2024 | Private Advisor Group LLC | 122,679 | $2.95M | 0.0% | +59.0% | 4.718% | |
2/2/2024 | Truist Financial Corp | 19,050 | $457K | 0.0% | N/A | 0.733% | |
1/26/2024 | Priebe Wealth Holdings LLC | 22,025 | $529K | 0.4% | N/A | 0.847% | |
1/26/2024 | Ascension Capital Advisors Inc. | 876,684 | $21.05M | 13.6% | +1.4% | 33.719% | |
1/25/2024 | International Assets Investment Management LLC | 45,619 | $1.10M | 0.0% | N/A | 1.755% | |
1/24/2024 | International Assets Investment Management LLC | 45,619 | $1.10M | 0.0% | N/A | 1.755% | |
1/23/2024 | DAVENPORT & Co LLC | 16,437 | $395K | 0.0% | +34.8% | 0.632% | |
1/22/2024 | Claro Advisors LLC | 21,219 | $509K | 0.1% | -11.7% | 0.816% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 44,976 | $1.08M | 0.0% | +12.5% | 1.730% | |
1/16/2024 | Raymond James & Associates | 128,965 | $3.10M | 0.0% | +12.4% | 4.960% | |
1/12/2024 | Lantz Financial LLC | 100,454 | $2.41M | 0.9% | +25.3% | 3.864% | |
11/15/2023 | Integrated Wealth Concepts LLC | 122,003 | $2.73M | 0.0% | -6.0% | 4.692% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 2,700 | $60K | 0.0% | +22.7% | 0.104% | |
11/13/2023 | Federated Hermes Inc. | 45,000 | $1.01M | 0.0% | -82.4% | 1.731% | |
11/13/2023 | Envestnet Asset Management Inc. | 182,610 | $4.08M | 0.0% | +14.0% | 7.023% | |
11/8/2023 | Platform Technology Partners | 30,727 | $687K | 0.3% | +7.2% | 1.182% | |
11/8/2023 | Janney Montgomery Scott LLC | 31,811 | $711K | 0.0% | N/A | 1.224% | |
11/7/2023 | Ascension Capital Advisors Inc. | 864,735 | $19.33M | 11.1% | +7.1% | 33.259% | |
11/3/2023 | Private Advisor Group LLC | 77,140 | $1.72M | 0.0% | +110.8% | 2.967% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 39,962 | $893K | 0.0% | +126.3% | 1.537% | |
10/24/2023 | Raymond James & Associates | 114,763 | $2.57M | 0.0% | +133.8% | 4.414% | |
10/24/2023 | Kingswood Wealth Advisors LLC | 24,832 | $555K | 0.1% | N/A | 0.955% | |
10/20/2023 | Lantz Financial LLC | 80,192 | $1.79M | 0.7% | +100.8% | 3.084% | |
10/17/2023 | DAVENPORT & Co LLC | 12,192 | $272K | 0.0% | +21.8% | 0.469% | |
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8/10/2023 | WFA of San Diego LLC | 1,500 | $36K | 0.0% | N/A | 0.058% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 2,200 | $52K | 0.0% | N/A | 0.085% | |
8/10/2023 | Private Advisor Group LLC | 36,599 | $871K | 0.0% | N/A | 1.408% | |
8/8/2023 | Claro Advisors LLC | 13,749 | $327K | 0.1% | N/A | 0.573% | |
8/8/2023 | Ascension Capital Advisors Inc. | 807,486 | $19.21M | 12.3% | -0.1% | 33.645% | |
8/4/2023 | Envestnet Asset Management Inc. | 160,160 | $3.81M | 0.0% | +28.4% | 6.673% | |
7/31/2023 | LPL Financial LLC | 23,122 | $550K | 0.0% | N/A | 0.963% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 17,662 | $420K | 0.0% | N/A | 0.736% | |
7/25/2023 | Raymond James & Associates | 49,080 | $1.17M | 0.0% | N/A | 2.045% | |
7/20/2023 | DAVENPORT & Co LLC | 10,012 | $238K | 0.0% | N/A | 0.417% | |