11/18/2024 | Empire Financial Management Company LLC | 141,456 | $3.20M | 1.0% | +1.4% | 1.984% | |
11/15/2024 | Orion Portfolio Solutions LLC | 114,522 | $2.59M | 0.1% | +16.5% | 1.606% | |
11/15/2024 | HighTower Advisors LLC | 336,789 | $7.62M | 0.0% | +316.9% | 4.724% | |
11/13/2024 | Townsquare Capital LLC | 150,772 | $3.41M | 0.0% | -0.8% | 2.115% | |
11/13/2024 | Independent Advisor Alliance | 14,439 | $326K | 0.0% | +9.4% | 0.203% | |
11/12/2024 | One Charles Private Wealth Services LLC | 133,050 | $3.01M | 1.1% | +0.9% | 1.866% | |
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11/12/2024 | Cerity Partners LLC | 20,994 | $475K | 0.0% | N/A | 0.294% | |
11/5/2024 | Platform Technology Partners | 42,741 | $966K | 0.3% | +38.7% | 0.599% | |
10/29/2024 | Janney Montgomery Scott LLC | 451,783 | $10.21M | 0.0% | -6.4% | 6.336% | |
10/25/2024 | Trajan Wealth LLC | 25,018 | $566K | 0.0% | -15.1% | 0.351% | |
10/24/2024 | Arkadios Wealth Advisors | 168,535 | $3.81M | 0.2% | +197.7% | 2.364% | |
10/18/2024 | Raymond James & Associates | 302,642 | $6.84M | 0.0% | +2.1% | 4.245% | |
10/16/2024 | New Harbor Financial Group LLC | 1,020,594 | $23.07M | 5.9% | +11.1% | 14.314% | |
10/16/2024 | Twelve Points Wealth Management LLC | 54,855 | $1.24M | 0.4% | N/A | 0.769% | |
10/10/2024 | Sowa Financial Group Inc. | 80,216 | $1.81M | 1.1% | +29.1% | 1.125% | |
10/9/2024 | Matrix Trust Co | 4,165 | $94K | 0.0% | +52.7% | 0.058% | |
10/5/2024 | Inspirion Wealth Advisors LLC | 444,087 | $10.04M | 1.4% | +11.8% | 6.228% | |
10/5/2024 | Harbor Investment Advisory LLC | 8,216 | $186K | 0.0% | N/A | 0.115% | |
9/5/2024 | Sanctuary Advisors LLC | 53,925 | $1.24M | 0.0% | N/A | 0.756% | |
8/21/2024 | Advisory Alpha LLC | 14,112 | $317K | 0.0% | N/A | 0.198% | |
8/16/2024 | Wallace Advisory Group LLC | 16,750 | $377K | 0.3% | N/A | 0.235% | |
8/14/2024 | Bank of Montreal Can | 40,600 | $930K | 0.0% | +116.9% | 0.569% | |
8/8/2024 | Prosperity Consulting Group LLC | 17,439 | $392K | 0.1% | N/A | 0.245% | |
8/8/2024 | Envestnet Asset Management Inc. | 81,002 | $1.82M | 0.0% | +454.1% | 1.136% | |
8/6/2024 | Advisor OS LLC | 11,383 | $256K | 0.0% | -4.4% | 0.160% | |
8/5/2024 | Private Advisor Group LLC | 346,249 | $7.79M | 0.1% | +87.6% | 4.856% | |
8/2/2024 | New Harbor Financial Group LLC | 918,676 | $20.67M | 6.2% | +2.1% | 12.885% | |
7/31/2024 | Commonwealth Equity Services LLC | 483,562 | $10.88M | 0.0% | +5.1% | 6.782% | |
7/30/2024 | International Assets Investment Management LLC | 4,090 | $92K | 0.0% | N/A | 0.057% | |
7/29/2024 | Sowa Financial Group Inc. | 62,142 | $1.40M | 1.1% | N/A | 0.872% | |
7/29/2024 | Arkadios Wealth Advisors | 56,607 | $1.27M | 0.1% | +27.5% | 0.794% | |
7/27/2024 | Trajan Wealth LLC | 29,471 | $663K | 0.0% | -14.9% | 0.413% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 105,493 | $2.37M | 0.0% | +267.2% | 1.480% | |
7/20/2024 | Continuum Advisory LLC | 1,824 | $41K | 0.0% | N/A | 0.026% | |
7/19/2024 | Raymond James & Associates | 296,312 | $6.67M | 0.0% | +1.6% | 4.156% | |
7/18/2024 | Portside Wealth Group LLC | 28,022 | $630K | 0.1% | N/A | 0.393% | |
7/18/2024 | Ellsworth Advisors LLC | 255,502 | $5.75M | 1.6% | +1.8% | 3.583% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 10,375 | $233K | 0.0% | N/A | 0.146% | |
7/13/2024 | Inspirion Wealth Advisors LLC | 397,380 | $8.94M | 1.4% | +10.5% | 5.573% | |
7/10/2024 | Matrix Trust Co | 2,728 | $61K | 0.0% | N/A | 0.038% | |
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5/1/2024 | Janney Montgomery Scott LLC | 79,659 | $1.76M | 0.0% | +272.2% | 1.220% | |
5/1/2024 | New Harbor Financial Group LLC | 900,074 | $19.93M | 6.4% | +1.8% | 13.784% | |
4/30/2024 | Private Advisor Group LLC | 184,539 | $4.09M | 0.0% | +27.5% | 2.826% | |
4/30/2024 | Arkadios Wealth Advisors | 44,400 | $983K | 0.1% | +19.1% | 0.680% | |
4/29/2024 | Commonwealth Equity Services LLC | 459,950 | $10.19M | 0.0% | -7.3% | 7.044% | |
4/26/2024 | SFG Wealth Management LLC. | 13,338 | $295K | 0.2% | N/A | 0.204% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 149,574 | $3.31M | 0.0% | -8.4% | 2.291% | |
4/22/2024 | Raymond James & Associates | 291,710 | $6.46M | 0.0% | +83.3% | 4.467% | |
8/10/2023 | Commonwealth Equity Services LLC | 483,416 | $10.29M | 0.0% | +17.0% | 13.428% | |
8/8/2023 | Synovus Financial Corp | 436,439 | $9.29M | 0.1% | +222.3% | 12.123% | |
8/4/2023 | Sandy Spring Bank | 1,400 | $30K | 0.0% | N/A | 0.039% | |
8/4/2023 | IFP Advisors Inc | 52,315 | $1.06M | 0.0% | +9.7% | 1.453% | |
8/2/2023 | Bank of Montreal Can | 55,579 | $1.22M | 0.0% | N/A | 1.544% | |
8/1/2023 | Truist Financial Corp | 16,382 | $349K | 0.0% | -19.7% | 0.455% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 98,373 | $2.09M | 0.0% | N/A | 2.733% | |
7/20/2023 | Ulland Investment Advisors LLC | 2,650 | $56K | 0.1% | N/A | 0.074% | |
7/20/2023 | Inspirion Wealth Advisors LLC | 198,384 | $4.22M | 0.8% | N/A | 5.511% | |
7/17/2023 | SFG Wealth Management LLC. | 24,877 | $530K | 0.4% | N/A | 0.691% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 39,466 | $840K | 0.0% | +43.6% | 1.096% | |
7/12/2023 | Quad Cities Investment Group LLC | 19,601 | $417K | 0.3% | N/A | 0.544% | |
5/11/2023 | Jaffetilchin Investment Partners LLC | 24,591 | $545K | 0.1% | N/A | 0.757% | |
5/11/2023 | Synovus Financial Corp | 135,397 | $3.00M | 0.0% | +28.1% | 4.166% | |
5/11/2023 | Commonwealth Equity Services LLC | 413,045 | $9.15M | 0.0% | +8.3% | 12.709% | |
5/5/2023 | Truist Financial Corp | 20,403 | $452K | 0.0% | -7.0% | 0.628% | |
5/4/2023 | One Charles Private Wealth Services LLC | 147,075 | $3.26M | 2.0% | +17.2% | 4.525% | |
5/2/2023 | Arkadios Wealth Advisors | 35,538 | $787K | 0.1% | +7.6% | 1.093% | |
4/18/2023 | IFP Advisors Inc | 47,678 | $963K | 0.0% | -48.5% | 1.467% | |
4/11/2023 | Mutual Advisors LLC | 18,925 | $419K | 0.0% | +24.4% | 0.582% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 26,687 | $588K | 0.0% | -2.9% | 0.866% | |
2/7/2023 | Commonwealth Equity Services LLC | 381,436 | $8.40M | 0.0% | -2.9% | 12.384% | |
2/7/2023 | IFP Advisors Inc | 92,562 | $1.86M | 0.0% | +2.9% | 3.005% | |
2/6/2023 | One Charles Private Wealth Services LLC | 125,492 | $2.77M | 1.8% | +0.7% | 4.074% | |
2/6/2023 | Synovus Financial Corp | 105,735 | $2.33M | 0.0% | +95.2% | 3.433% | |
2/1/2023 | Hartford Financial Management Inc. | 1,225 | $27K | 0.0% | -48.1% | 0.040% | |
1/20/2023 | Delta Investment Management LLC | 9,175 | $202K | 0.1% | N/A | 0.298% | |
1/12/2023 | Mutual Advisors LLC | 15,211 | $335K | 0.0% | +9.5% | 0.499% | |
1/11/2023 | Arkadios Wealth Advisors | 33,042 | $728K | 0.1% | N/A | 1.083% | |
11/15/2022 | Commonwealth Equity Services LLC | 392,632 | $7.90M | 0.0% | +39.9% | 12.873% | |
11/8/2022 | IFP Advisors Inc | 89,962 | $1.81M | 0.0% | +21.5% | 2.950% | |
11/4/2022 | Prudential Financial Inc. | 9,515 | $214K | 0.0% | N/A | 0.312% | |
11/3/2022 | Mutual Advisors LLC | 13,896 | $280K | 0.0% | N/A | 0.456% | |
10/27/2022 | Synovus Financial Corp | 54,169 | $1.09M | 0.0% | +61.8% | 1.776% | |
10/26/2022 | Truist Financial Corp | 22,567 | $454K | 0.0% | +25.6% | 0.740% | |
10/25/2022 | Hartford Financial Management Inc. | 2,362 | $48K | 0.0% | +92.8% | 0.077% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 27,482 | $553K | 0.0% | -2.3% | 0.901% | |
8/10/2022 | Synovus Financial Corp | 33,476 | $752K | 0.0% | N/A | 1.105% | |
8/8/2022 | One Charles Private Wealth Services LLC | 97,673 | $2.04M | 1.4% | N/A | 3.224% | |
8/2/2022 | Belpointe Asset Management LLC | 7,701 | $172K | 0.0% | N/A | 0.272% | |
7/22/2022 | Truist Financial Corp | 17,966 | $403K | 0.0% | N/A | 0.635% | |
7/20/2022 | Delta Investment Management LLC | 9,175 | $206K | 0.1% | N/A | 0.334% | |
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7/19/2022 | Commonwealth Equity Services LLC | 280,710 | $6.29M | 0.0% | +1,446.1% | 10.208% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 28,122 | $630K | 0.0% | +76.1% | 0.976% | |
5/17/2022 | Fortress Wealth Group LLC | 9,501 | $217K | 0.2% | N/A | 0.475% | |
5/5/2022 | Hartford Financial Management Inc. | 1,225 | $28K | 0.0% | N/A | 0.063% | |
5/4/2022 | Commonwealth Equity Services LLC | 18,156 | $414K | 0.0% | N/A | 0.968% | |