11/18/2024 | Asset Allocation Strategies LLC | 5,284 | $202K | 0.1% | N/A | 0.216% | |
11/15/2024 | Orion Portfolio Solutions LLC | 37,982 | $1.45M | 0.0% | -4.0% | 1.550% | |
11/15/2024 | HighTower Advisors LLC | 7,140 | $271K | 0.0% | +23.7% | 0.291% | |
11/15/2024 | Benjamin Edwards Inc. | 26,439 | $1.01M | 0.0% | N/A | 1.079% | |
11/6/2024 | Kovack Advisors Inc. | 8,500 | $325K | 0.0% | -8.5% | 0.347% | |
10/31/2024 | Concurrent Investment Advisors LLC | 34,217 | $1.31M | 0.0% | +217.0% | 1.397% | |
|
10/25/2024 | Financial Advocates Investment Management | 19,729 | $754K | 0.0% | -5.0% | 0.805% | |
10/25/2024 | Golden State Equity Partners | 116,608 | $4.45M | 1.0% | -10.8% | 4.760% | |
10/24/2024 | J.W. Cole Advisors Inc. | 14,980 | $573K | 0.0% | +15.0% | 0.611% | |
10/11/2024 | Iams Wealth Management LLC | 6,894 | $264K | 0.1% | +4.9% | 0.281% | |
8/22/2024 | Cetera Investment Advisers | 182,504 | $6.46M | 0.0% | +1.8% | 7.449% | |
8/21/2024 | Truist Financial Corp | 28,158 | $997K | 0.0% | -3.7% | 1.149% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 26,282 | $931K | 0.0% | +7.9% | 1.073% | |
8/8/2024 | J.W. Cole Advisors Inc. | 13,031 | $461K | 0.0% | +33.9% | 0.532% | |
8/8/2024 | Envestnet Asset Management Inc. | 267,669 | $9.48M | 0.0% | +0.8% | 10.925% | |
8/2/2024 | Belpointe Asset Management LLC | 33,691 | $1.19M | 0.1% | -8.5% | 1.375% | |
7/31/2024 | Concurrent Investment Advisors LLC | 10,794 | $382K | 0.0% | N/A | 0.441% | |
7/30/2024 | Golden State Equity Partners | 130,733 | $4.62M | 1.0% | N/A | 5.336% | |
7/29/2024 | Financial Advocates Investment Management | 20,762 | $735K | 0.0% | -7.0% | 0.847% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 297,429 | $10.53M | 0.0% | -18.1% | 12.140% | |
7/26/2024 | Bank of New York Mellon Corp | 8,818 | $312K | 0.0% | +12.1% | 0.360% | |
7/22/2024 | Atria Wealth Solutions Inc. | 39,911 | $1.41M | 0.0% | +2.0% | 1.629% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 23,387 | $828K | 0.0% | +3.5% | 0.955% | |
5/24/2024 | Cetera Advisors LLC | 27,830 | $996K | 0.0% | +27.9% | 1.136% | |
5/24/2024 | Cetera Investment Advisers | 179,300 | $6.42M | 0.0% | +75.4% | 7.318% | |
5/9/2024 | Orion Portfolio Solutions LLC | 40,065 | $1.43M | 0.0% | -7.9% | 1.635% | |
5/8/2024 | Avantax Advisory Services Inc. | 66,531 | $2.38M | 0.0% | +7.7% | 2.716% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 22,607 | $809K | 0.0% | +19.8% | 0.923% | |
4/30/2024 | J.W. Cole Advisors Inc. | 9,731 | $348K | 0.0% | N/A | 0.397% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 363,173 | $13.00M | 0.1% | +43.5% | 14.823% | |
4/18/2024 | Iams Wealth Management LLC | 7,299 | $256K | 0.2% | -9.1% | 0.252% | |
2/9/2024 | Orion Portfolio Solutions LLC | 43,480 | $1.46M | 0.0% | -4.0% | 1.499% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 253,105 | $8.49M | 0.0% | -3.3% | 8.728% | |
2/8/2024 | Financial Advocates Investment Management | 24,594 | $825K | 0.1% | -2.8% | 0.848% | |
2/7/2024 | Avantax Advisory Services Inc. | 61,783 | $2.07M | 0.0% | +6.5% | 2.130% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 18,871 | $633K | 0.0% | +8.1% | 0.651% | |
2/7/2024 | Iams Wealth Management LLC | 8,031 | $269K | 0.2% | N/A | 0.277% | |
2/7/2024 | Principal Securities Inc. | 10,659 | $358K | 0.0% | N/A | 0.368% | |
2/6/2024 | Private Advisor Group LLC | 8,590 | $288K | 0.0% | -25.7% | 0.296% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 24,378 | $818K | 0.0% | +4.1% | 0.841% | |
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2/2/2024 | Golden State Equity Partners | 143,471 | $4.81M | 1.2% | -10.7% | 4.947% | |
2/2/2024 | Truist Financial Corp | 198,669 | $6.67M | 0.0% | -3.6% | 6.851% | |
2/2/2024 | Kovack Advisors Inc. | 9,650 | $324K | 0.0% | -15.0% | 0.333% | |
2/2/2024 | Atria Wealth Solutions Inc. | 60,840 | $2.04M | 0.0% | -3.0% | 2.098% | |
1/25/2024 | International Assets Investment Management LLC | 22,450 | $753K | 0.0% | N/A | 0.774% | |
1/24/2024 | International Assets Investment Management LLC | 22,450 | $753K | 0.0% | N/A | 0.774% | |
1/16/2024 | Raymond James & Associates | 15,389 | $516K | 0.0% | -8.0% | 0.531% | |
1/12/2024 | Advisor Resource Council | 7,120 | $239K | 0.0% | N/A | 0.246% | |
11/16/2023 | Belpointe Asset Management LLC | 39,039 | $1.22M | 0.1% | -10.4% | 1.346% | |
11/13/2023 | LPL Financial LLC | 460,646 | $14.35M | 0.0% | -20.9% | 15.884% | |
11/13/2023 | Envestnet Asset Management Inc. | 274,003 | $8.54M | 0.0% | -2.0% | 9.448% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 17,450 | $544K | 0.0% | N/A | 0.602% | |
11/13/2023 | Kestra Advisory Services LLC | 74,056 | $2.31M | 0.0% | +25.8% | 2.554% | |
11/8/2023 | Atria Wealth Solutions Inc. | 62,710 | $1.95M | 0.0% | -6.0% | 2.162% | |
11/8/2023 | Avantax Advisory Services Inc. | 58,030 | $1.81M | 0.0% | +21.3% | 2.001% | |
11/4/2023 | NBC Securities Inc. | 1,014 | $31K | 0.0% | N/A | 0.035% | |
11/1/2023 | Orion Portfolio Solutions LLC | 45,287 | $1.41M | 0.0% | -6.5% | 1.562% | |
10/27/2023 | Financial Advocates Investment Management | 25,309 | $788K | 0.1% | -3.8% | 0.873% | |
10/24/2023 | Raymond James & Associates | 16,719 | $521K | 0.0% | -12.5% | 0.577% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 261,695 | $8.15M | 0.0% | -21.0% | 9.024% | |
10/23/2023 | Commonwealth Equity Services LLC | 18,793 | $585K | 0.0% | -19.9% | 0.648% | |
10/20/2023 | Golden State Equity Partners | 160,699 | $5.04M | 1.4% | +9.8% | 5.541% | |
10/12/2023 | IFP Advisors Inc | 9,338 | $291K | 0.0% | +61.1% | 0.322% | |
10/12/2023 | HBW Advisory Services LLC | 1,804 | $56K | 0.0% | N/A | 0.062% | |
8/11/2023 | Kestra Advisory Services LLC | 58,846 | $1.94M | 0.0% | +8.5% | 1.995% | |
8/10/2023 | Cetera Advisors LLC | 17,812 | $586K | 0.0% | -16.0% | 0.604% | |
8/10/2023 | Cetera Advisor Networks LLC | 88,432 | $2.91M | 0.0% | -5.2% | 2.998% | |
8/10/2023 | Cetera Investment Advisers | 105,559 | $3.48M | 0.0% | -4.2% | 3.578% | |
8/4/2023 | Envestnet Asset Management Inc. | 279,631 | $9.21M | 0.0% | -3.1% | 9.479% | |
8/4/2023 | IFP Advisors Inc | 5,796 | $132K | 0.0% | +5.7% | 0.196% | |
8/3/2023 | Atria Wealth Solutions Inc. | 66,740 | $2.20M | 0.0% | +42.2% | 2.262% | |
8/1/2023 | Truist Financial Corp | 259,751 | $8.55M | 0.0% | -1.6% | 8.805% | |
7/31/2023 | LPL Financial LLC | 582,217 | $19.17M | 0.0% | +4.3% | 19.736% | |
7/25/2023 | Raymond James & Associates | 19,101 | $629K | 0.0% | +10.9% | 0.647% | |
7/21/2023 | Kovack Advisors Inc. | 11,350 | $374K | 0.0% | -6.6% | 0.385% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 331,139 | $10.90M | 0.0% | +2.6% | 11.225% | |
6/1/2023 | Golden State Equity Partners | 69,314 | $2.23M | 1.2% | N/A | 2.350% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 322,707 | $10.42M | 0.1% | -5.7% | 10.939% | |
5/11/2023 | Financial Advocates Investment Management | 28,413 | $917K | 0.1% | -1.2% | 0.963% | |
5/11/2023 | Envestnet Asset Management Inc. | 288,540 | $9.32M | 0.0% | +0.3% | 9.781% | |
5/10/2023 | Private Advisor Group LLC | 11,605 | $375K | 0.0% | N/A | 0.393% | |
5/10/2023 | LPL Financial LLC | 557,952 | $18.01M | 0.0% | -14.5% | 18.914% | |
5/5/2023 | Truist Financial Corp | 263,895 | $8.52M | 0.0% | -1.4% | 8.946% | |
4/28/2023 | Avantax Advisory Services Inc. | 42,908 | $1.39M | 0.0% | +229.2% | 1.455% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 7,884 | $255K | 0.0% | N/A | 0.267% | |
4/21/2023 | Kovack Advisors Inc. | 12,150 | $392K | 0.1% | -3.2% | 0.412% | |
4/18/2023 | IFP Advisors Inc | 5,486 | $125K | 0.0% | -84.0% | 0.186% | |
4/14/2023 | Raymond James & Associates | 17,224 | $556K | 0.0% | -70.0% | 0.584% | |
2/13/2023 | Atria Wealth Solutions Inc. | 46,938 | $1.55M | 0.0% | +40.7% | 1.539% | |
2/8/2023 | Raymond James & Associates | 57,443 | $1.90M | 0.0% | -1.0% | 1.883% | |
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2/8/2023 | Belpointe Asset Management LLC | 54,460 | $1.80M | 0.1% | -7.3% | 1.786% | |
2/8/2023 | Orion Portfolio Solutions LLC | 50,573 | $1.67M | 0.1% | -3.1% | 1.658% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 342,107 | $11.30M | 0.1% | -1.2% | 11.217% | |
2/7/2023 | LPL Financial LLC | 652,220 | $21.55M | 0.0% | +27.3% | 21.384% | |
2/7/2023 | IFP Advisors Inc | 34,237 | $783K | 0.0% | +46.1% | 1.123% | |
2/7/2023 | Envestnet Asset Management Inc. | 287,694 | $9.50M | 0.0% | -1.0% | 9.433% | |
1/31/2023 | Kestra Advisory Services LLC | 90,299 | $2.98M | 0.0% | +72.0% | 2.961% | |
1/12/2023 | OneAscent Financial Services LLC | 9,476 | $313K | 0.1% | N/A | 0.306% | |
11/15/2022 | Financial Advocates Investment Management | 30,794 | $914K | 0.1% | -2.8% | 1.010% | |
11/15/2022 | Belpointe Asset Management LLC | 58,731 | $1.74M | 0.1% | -11.9% | 1.926% | |