12/1/2023 | B. Riley Wealth Advisors Inc. | 4,200 | $461K | 0.0% | +88.8% | 0.068% | |
11/16/2023 | Harbour Investments Inc. | 25,623 | $2.81M | 0.1% | +103.4% | 0.417% | |
11/16/2023 | Delos Wealth Advisors LLC | 10,552 | $1.16M | 1.4% | +100.0% | 0.172% | |
11/16/2023 | Studio Investment Management LLC | 12,043 | $1.32M | 0.4% | N/A | 0.196% | |
11/15/2023 | Jackson Wealth Management LLC | 24,881 | $2.73M | 0.4% | +122.0% | 0.405% | |
11/15/2023 | Lido Advisors LLC | 15,598 | $1.71M | 0.0% | +233.9% | 0.254% | |
|
11/15/2023 | SRS Capital Advisors Inc. | 478 | $52K | 0.0% | +100.0% | 0.008% | |
11/14/2023 | Tower Research Capital LLC TRC | 13,385 | $1.47M | 0.0% | +55.7% | 0.218% | |
11/14/2023 | PGIM Custom Harvest LLC | 17,059 | $1.87M | 0.1% | -16.5% | 0.277% | |
11/13/2023 | Stifel Financial Corp | 38,945 | $4.28M | 0.0% | -20.2% | 0.633% | |
11/13/2023 | Stelac Advisory Services LLC | 22,168 | $2.43M | 1.1% | +100.0% | 0.360% | |
11/13/2023 | LPL Financial LLC | 269,551 | $29.60M | 0.0% | +51.2% | 4.383% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 8,557 | $940K | 0.0% | N/A | 0.139% | |
11/13/2023 | Kestra Advisory Services LLC | 8,762 | $962K | 0.0% | +154.6% | 0.142% | |
11/9/2023 | UBS Group AG | 35,370 | $3.88M | 0.0% | +108.4% | 0.575% | |
11/8/2023 | Ausdal Financial Partners Inc. | 13,547 | $1.49M | 0.2% | +98.3% | 0.220% | |
11/8/2023 | Milestone Advisory Partners | 88,278 | $9.69M | 6.2% | +95.6% | 1.435% | |
11/8/2023 | Atria Wealth Solutions Inc. | 151,382 | $16.62M | 0.2% | +114.0% | 2.461% | |
11/8/2023 | Avantax Advisory Services Inc. | 5,183 | $569K | 0.0% | +97.7% | 0.084% | |
11/6/2023 | Wilbanks Smith & Thomas Asset Management LLC | 8,801 | $966K | 0.0% | +217.5% | 0.143% | |
11/6/2023 | Lincoln National Corp | 7,432 | $816K | 0.0% | +96.4% | 0.121% | |
11/4/2023 | Signaturefd LLC | 549 | $60K | 0.0% | N/A | 0.009% | |
11/3/2023 | Liberty One Investment Management LLC | 41,437 | $4.55M | 0.7% | +96.0% | 0.674% | |
11/3/2023 | Private Advisor Group LLC | 17,431 | $1.91M | 0.0% | +104.5% | 0.283% | |
11/3/2023 | Main Street Financial Solutions LLC | 4,300 | $472K | 0.1% | +100.0% | 0.070% | |
11/1/2023 | Allen Capital Group LLC | 4,164 | $457K | 0.1% | +100.0% | 0.068% | |
10/30/2023 | Carmichael Hill & Associates Inc. | 1,140 | $125K | 0.1% | +100.0% | 0.019% | |
10/30/2023 | Tradewinds Capital Management LLC | 1,582 | $174K | 0.1% | +101.5% | 0.026% | |
10/30/2023 | Joseph P. Lucia & Associates LLC | 7,855 | $862K | 0.4% | +41.4% | 0.128% | |
10/30/2023 | Sanctuary Wealth Management L.L.C. | 2,212 | $243K | 0.3% | +416.8% | 0.036% | |
10/27/2023 | First Horizon Advisors Inc. | 510 | $56K | 0.0% | +100.0% | 0.008% | |
10/27/2023 | Walker Asset Management LLC | 6,965 | $765K | 0.5% | +96.9% | 0.113% | |
10/26/2023 | WESPAC Advisors LLC | 9,650 | $1.06M | 0.8% | +97.8% | 0.157% | |
10/25/2023 | WealthShield Partners LLC | 790 | $87K | 0.0% | +100.0% | 0.013% | |
10/24/2023 | Denver Wealth Management Inc. | 13,225 | $1.45M | 0.9% | +86.4% | 0.215% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 123,726 | $13.59M | 0.0% | +117.7% | 2.012% | |
10/24/2023 | Dakota Wealth Management | 95,129 | $10.45M | 0.5% | N/A | 1.547% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 87,997 | $9.66M | 0.0% | +94.6% | 1.431% | |
10/23/2023 | Commonwealth Equity Services LLC | 19,549 | $2.15M | 0.0% | +107.8% | 0.318% | |
10/18/2023 | Advisory Alpha LLC | 7,810 | $858K | 0.0% | +100.4% | 0.127% | |
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10/18/2023 | CX Institutional | 5,865 | $644K | 0.0% | +79.1% | 0.095% | |
10/18/2023 | Private Trust Co. NA | 1,748 | $192K | 0.0% | +100.0% | 0.028% | |
10/17/2023 | Friedenthal Financial | 37,057 | $4.07M | 1.9% | +111.4% | 0.603% | |
10/17/2023 | Cedar Brook Financial Partners LLC | 9,018 | $990K | 0.3% | +101.6% | 0.147% | |
10/13/2023 | SignalPoint Asset Management LLC | 20,498 | $2.25M | 0.5% | +103.8% | 0.333% | |
10/13/2023 | PFG Advisors | 4,601 | $505K | 0.0% | +88.8% | 0.075% | |
10/12/2023 | WealthOne LLC | 5,609 | $616K | 0.2% | +101.0% | 0.091% | |
10/11/2023 | Geneos Wealth Management Inc. | 20,119 | $2.21M | 0.1% | +79.3% | 0.327% | |
10/10/2023 | WealthCare Investment Partners LLC | 94,794 | $10.41M | 6.1% | +92.6% | 1.541% | |
10/10/2023 | National Bank of Canada FI | 1,781 | $196K | 0.0% | +107.6% | 0.029% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 930 | $102K | 0.0% | N/A | 0.015% | |
9/5/2023 | Delos Wealth Advisors LLC | 5,276 | $583K | 0.7% | -8.9% | 0.086% | |
8/11/2023 | Flaharty Asset Management LLC | 177,156 | $19.59M | 3.4% | +5.4% | 2.881% | |
8/10/2023 | Osaic Holdings Inc. | 92,246 | $10.20M | 0.0% | -54.8% | 1.500% | |
8/10/2023 | Cetera Advisor Networks LLC | 31,125 | $3.44M | 0.0% | -0.7% | 0.506% | |
8/10/2023 | Cetera Investment Advisers | 6,171 | $682K | 0.0% | -14.9% | 0.100% | |
8/9/2023 | Lido Advisors LLC | 4,672 | $517K | 0.0% | +97.8% | 0.076% | |
8/8/2023 | Geneos Wealth Management Inc. | 11,222 | $1.24M | 0.1% | -5.5% | 0.182% | |
8/8/2023 | Wilbanks Smith & Thomas Asset Management LLC | 2,772 | $306K | 0.0% | -23.9% | 0.045% | |
8/8/2023 | Kapstone Financial Advisors LLC | 4,162 | $234K | 0.2% | +94.4% | 0.068% | |
8/7/2023 | Lincoln National Corp | 3,784 | $418K | 0.0% | -34.8% | 0.062% | |
8/4/2023 | Main Street Financial Solutions LLC | 2,150 | $238K | 0.0% | N/A | 0.035% | |
8/3/2023 | Atria Wealth Solutions Inc. | 70,739 | $7.82M | 0.1% | -4.1% | 1.150% | |
8/1/2023 | Truist Financial Corp | 2,839 | $314K | 0.0% | -9.4% | 0.084% | |
8/1/2023 | Money Concepts Capital Corp | 14,605 | $1.62M | 0.2% | -97.0% | 0.435% | |
7/31/2023 | LPL Financial LLC | 178,283 | $19.71M | 0.0% | +1.1% | 5.306% | |
7/31/2023 | Ausdal Financial Partners Inc. | 6,833 | $755K | 0.1% | N/A | 0.203% | |
7/31/2023 | Mutual Advisors LLC | 1,865 | $206K | 0.0% | N/A | 0.056% | |
7/28/2023 | Koshinski Asset Management Inc. | 3,245 | $359K | 0.0% | N/A | 0.097% | |
7/28/2023 | WESPAC Advisors LLC | 4,878 | $539K | 0.4% | N/A | 0.145% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 56,836 | $6.28M | 0.0% | +75.3% | 1.692% | |
7/25/2023 | Raymond James & Associates | 5,727 | $633K | 0.0% | -53.8% | 0.170% | |
7/25/2023 | Sanctuary Wealth Management L.L.C. | 428 | $47K | 0.0% | N/A | 0.013% | |
7/21/2023 | Friedenthal Financial | 17,526 | $1.94M | 1.3% | +2.6% | 0.522% | |
7/21/2023 | Joseph P. Lucia & Associates LLC | 5,555 | $614K | 0.4% | -14.0% | 0.165% | |
7/20/2023 | PFG Advisors | 2,437 | $269K | 0.0% | N/A | 0.073% | |
7/17/2023 | Denver Wealth Management Inc. | 7,096 | $785K | 0.5% | -11.1% | 0.211% | |
7/13/2023 | Milestone Advisory Partners | 45,123 | $4.99M | 4.5% | +1.8% | 1.343% | |
7/13/2023 | WealthCare Investment Partners LLC | 49,220 | $5.55M | 3.3% | +4.9% | 1.465% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 45,216 | $5.00M | 0.0% | +0.7% | 1.346% | |
7/12/2023 | Pacific Sun Financial Corp | 7,498 | $850K | 0.6% | N/A | 0.223% | |
7/5/2023 | Cedar Brook Financial Partners LLC | 4,473 | $495K | 0.1% | +15.7% | 0.133% | |
5/15/2023 | PGIM Custom Harvest LLC | 16,749 | $1.90M | 0.1% | -27.2% | 0.498% | |
5/15/2023 | Liberty One Investment Management LLC | 21,268 | $2.41M | 0.3% | -0.6% | 0.633% | |
5/12/2023 | Milestone Advisory Partners | 44,319 | $5.03M | 4.6% | -0.7% | 1.319% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 44,916 | $5.09M | 0.0% | -26.8% | 1.337% | |
5/11/2023 | Kaizen Financial Strategies | 2,100 | $238K | 0.2% | -8.7% | 0.063% | |
5/10/2023 | Private Advisor Group LLC | 8,395 | $952K | 0.0% | N/A | 0.250% | |
5/10/2023 | Flaharty Asset Management LLC | 168,031 | $19.06M | 3.4% | +11.6% | 5.001% | |
5/10/2023 | LPL Financial LLC | 176,394 | $20.00M | 0.0% | -10.2% | 5.250% | |
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5/9/2023 | Tower Research Capital LLC TRC | 4,751 | $539K | 0.0% | +90.5% | 0.141% | |
5/9/2023 | US Bancorp DE | 329 | $37K | 0.0% | -42.6% | 0.010% | |
5/8/2023 | WealthShield Partners LLC | 395 | $45K | 0.0% | N/A | 0.012% | |
5/8/2023 | Sigma Planning Corp | 4,306 | $488K | 0.0% | -7.2% | 0.128% | |
5/5/2023 | Truist Financial Corp | 3,135 | $356K | 0.0% | -10.6% | 0.093% | |
5/5/2023 | Moisand Fitzgerald Tamayo LLC | 300 | $34K | 0.0% | N/A | 0.009% | |
5/5/2023 | Wilbanks Smith & Thomas Asset Management LLC | 3,643 | $413K | 0.0% | -42.9% | 0.108% | |
5/5/2023 | Capital Analysts LLC | 17,228 | $1.95M | 0.1% | +2.1% | 0.513% | |
5/5/2023 | Kalos Management Inc. | 12,465 | $1.41M | 2.8% | -30.8% | 0.371% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 1,865 | $211K | 0.0% | -94.9% | 0.056% | |