11/15/2024 | MML Investors Services LLC | 16,268 | $827K | 0.0% | +1.6% | 0.084% | |
11/15/2024 | Laraway Financial Advisors Inc | 7,206 | $366K | 0.3% | N/A | 0.037% | |
11/15/2024 | Jane Street Group LLC | 18,760 | $954K | 0.0% | -86.0% | 0.097% | |
11/15/2024 | Stifel Financial Corp | 55,553 | $2.83M | 0.0% | +8.8% | 0.288% | |
11/15/2024 | IHT Wealth Management LLC | 25,127 | $1.28M | 0.0% | -35.2% | 0.130% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,774 | $243K | 0.0% | +20.2% | 0.025% | |
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11/15/2024 | Hilltop Holdings Inc. | 8,500 | $432K | 0.0% | N/A | 0.044% | |
11/14/2024 | Flow Traders U.S. LLC | 22,653 | $1.15M | 0.1% | +168.5% | 0.117% | |
11/13/2024 | D.A. Davidson & CO. | 148,536 | $7.55M | 0.1% | +6.9% | 0.770% | |
11/12/2024 | Kingsview Wealth Management LLC | 139,921 | $7.11M | 0.1% | +17.8% | 0.725% | |
11/12/2024 | Great Valley Advisor Group Inc. | 15,345 | $780K | 0.0% | +3.7% | 0.080% | |
11/9/2024 | LPL Financial LLC | 2,661,772 | $135.34M | 0.1% | +0.9% | 13.792% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 94,559 | $4.81M | 0.1% | -1.7% | 0.490% | |
11/1/2024 | Leavell Investment Management Inc. | 15,044 | $765K | 0.0% | +13.4% | 0.078% | |
11/1/2024 | Quantum Private Wealth LLC | 8,270 | $420K | 0.1% | -10.8% | 0.043% | |
10/31/2024 | Cozad Asset Management Inc. | 13,165 | $669K | 0.1% | +198.2% | 0.068% | |
10/25/2024 | MONECO Advisors LLC | 14,021 | $713K | 0.1% | N/A | 0.073% | |
10/22/2024 | Private Advisor Group LLC | 183,951 | $9.35M | 0.1% | +75.0% | 0.953% | |
10/21/2024 | Trilogy Capital Inc. | 30,276 | $1.54M | 0.1% | +6.5% | 0.157% | |
10/18/2024 | Raymond James & Associates | 114,434 | $5.82M | 0.0% | +371.3% | 0.593% | |
10/17/2024 | Ellsworth Advisors LLC | 44,435 | $2.26M | 0.6% | -18.8% | 0.230% | |
10/16/2024 | Good Life Advisors LLC | 25,762 | $1.31M | 0.1% | N/A | 0.133% | |
10/16/2024 | Cornerstone Wealth Management LLC | 10,580 | $538K | 0.0% | +15.2% | 0.055% | |
10/16/2024 | BOS Asset Management LLC | 738,334 | $37.54M | 13.8% | +102.5% | 3.826% | |
10/15/2024 | SWS Partners | 16,833 | $856K | 0.3% | -16.5% | 0.087% | |
10/11/2024 | Accelerate Investment Advisors LLC | 18,569 | $944K | 0.9% | N/A | 0.096% | |
10/10/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 5,449 | $277K | 0.1% | -10.7% | 0.028% | |
10/9/2024 | Fermata Advisors LLC | 12,375 | $629K | 0.1% | -95.8% | 0.064% | |
10/4/2024 | Ausdal Financial Partners Inc. | 156,274 | $7.95M | 0.8% | +39.7% | 0.810% | |
10/2/2024 | Lowe Wealth Advisors LLC | 22,153 | $1.13M | 0.5% | +3.6% | 0.115% | |
9/5/2024 | Sanctuary Advisors LLC | 12,187 | $614K | 0.0% | N/A | 0.063% | |
8/21/2024 | Truist Financial Corp | 334,003 | $16.87M | 0.0% | +10.8% | 1.731% | |
8/16/2024 | Magnolia Capital Advisors LLC | 132,736 | $6.71M | 0.2% | N/A | 0.688% | |
8/8/2024 | Envestnet Asset Management Inc. | 297,922 | $15.05M | 0.0% | +13.2% | 1.544% | |
8/8/2024 | Oppenheimer Asset Management Inc. | 96,185 | $4.86M | 0.1% | +9.0% | 0.498% | |
8/8/2024 | LPL Financial LLC | 2,638,502 | $133.28M | 0.1% | +19.7% | 13.671% | |
8/7/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 6,099 | $308K | 0.1% | -7.4% | 0.032% | |
8/6/2024 | Ausdal Financial Partners Inc. | 111,854 | $5.65M | 0.6% | +6.7% | 0.580% | |
8/5/2024 | Private Advisor Group LLC | 105,086 | $5.31M | 0.0% | +44.0% | 0.544% | |
8/5/2024 | N.E.W. Advisory Services LLC | 22,231 | $1.12M | 0.1% | -12.6% | 0.115% | |
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8/2/2024 | Cozad Asset Management Inc. | 4,415 | $223K | 0.0% | N/A | 0.023% | |
8/1/2024 | D.A. Davidson & CO. | 139,011 | $7.02M | 0.1% | +4.5% | 0.720% | |
7/31/2024 | Commonwealth Equity Services LLC | 123,339 | $6.23M | 0.0% | +32.2% | 0.639% | |
7/30/2024 | BOS Asset Management LLC | 364,654 | $18.42M | 8.5% | +41.7% | 1.889% | |
7/27/2024 | HB Wealth Management LLC | 10,599 | $535K | 0.0% | N/A | 0.055% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 276,778 | $13.98M | 0.1% | +18.8% | 1.434% | |
7/24/2024 | Unique Wealth Strategies LLC | 1,625 | $82K | 0.0% | N/A | 0.008% | |
7/19/2024 | Raymond James & Associates | 24,279 | $1.23M | 0.0% | N/A | 0.126% | |
7/18/2024 | Ellsworth Advisors LLC | 54,732 | $2.77M | 0.8% | -43.5% | 0.284% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 13,541 | $684K | 0.0% | +7.8% | 0.070% | |
7/16/2024 | Great Valley Advisor Group Inc. | 14,802 | $748K | 0.0% | +24.4% | 0.077% | |
7/13/2024 | Fermata Advisors LLC | 291,179 | $14.71M | 3.4% | N/A | 1.509% | |
7/9/2024 | Lowe Wealth Advisors LLC | 21,380 | $1.08M | 0.5% | +7.7% | 0.111% | |
5/10/2024 | Osaic Holdings Inc. | 336,711 | $17.01M | 0.0% | +2.7% | 1.745% | |
5/9/2024 | Kingsview Wealth Management LLC | 115,062 | $5.81M | 0.1% | -2.6% | 0.596% | |
5/8/2024 | Avantax Advisory Services Inc. | 11,231 | $567K | 0.0% | +17.9% | 0.058% | |
5/7/2024 | BOS Asset Management LLC | 257,275 | $13.00M | 6.8% | -14.9% | 1.333% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 88,216 | $4.46M | 0.1% | -10.2% | 0.457% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 12,561 | $635K | 0.0% | N/A | 0.065% | |
5/1/2024 | Centric Wealth Management | 17,763 | $895K | 0.3% | -79.5% | 0.092% | |
4/30/2024 | Private Advisor Group LLC | 72,957 | $3.69M | 0.0% | +23.4% | 0.378% | |
4/30/2024 | Fortis Group Advisors LLC | 16,179 | $817K | 0.2% | N/A | 0.084% | |
4/29/2024 | Commonwealth Equity Services LLC | 93,314 | $4.71M | 0.0% | +20.3% | 0.496% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 232,945 | $11.77M | 0.0% | -4.0% | 1.239% | |
4/24/2024 | Leavell Investment Management Inc. | 10,950 | $553K | 0.0% | +28.1% | 0.058% | |
4/18/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 6,588 | $333K | 0.1% | -19.0% | 0.035% | |
4/17/2024 | Trilogy Capital Inc. | 30,542 | $1.54M | 0.1% | -16.1% | 0.162% | |
4/16/2024 | Weaver Consulting Group | 10,747 | $543K | 0.2% | +22.9% | 0.057% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 10,599 | $535K | 0.0% | +13.3% | 0.056% | |
4/11/2024 | RFG Advisory LLC | 6,774 | $342K | 0.0% | N/A | 0.073% | |
4/9/2024 | Lowe Wealth Advisors LLC | 19,860 | $1.00M | 0.5% | +31.6% | 0.215% | |
2/14/2024 | ADAR1 Capital Management LLC | 10,000 | $503K | 0.2% | N/A | 0.108% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 242,676 | $12.20M | 0.1% | +868.8% | 2.629% | |
2/9/2024 | D.A. Davidson & CO. | 86,810 | $4.37M | 0.0% | N/A | 0.941% | |
2/8/2024 | Kingsview Wealth Management LLC | 118,100 | $5.94M | 0.2% | +4.4% | 1.280% | |
2/7/2024 | Avantax Advisory Services Inc. | 9,528 | $479K | 0.0% | +5.1% | 0.103% | |
2/6/2024 | Centric Wealth Management | 86,700 | $4.37M | 1.4% | -2.5% | 0.939% | |
2/6/2024 | N.E.W. Advisory Services LLC | 71,428 | $3.59M | 0.4% | +47.6% | 0.774% | |
2/6/2024 | Private Advisor Group LLC | 59,129 | $2.97M | 0.0% | +71.1% | 0.641% | |
2/5/2024 | Kestra Private Wealth Services LLC | 27,028 | $1.36M | 0.0% | +4.2% | 0.293% | |
2/2/2024 | Truist Financial Corp | 244,992 | $12.32M | 0.0% | +9.1% | 2.654% | |
1/25/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 8,132 | $409K | 0.1% | +4.4% | 0.088% | |
1/23/2024 | Leavell Investment Management Inc. | 8,545 | $432K | 0.0% | +98.7% | 0.093% | |
1/18/2024 | Ellsworth Advisors LLC | 105,055 | $5.28M | 1.7% | +1.2% | 1.138% | |
1/12/2024 | Trilogy Capital Inc. | 36,406 | $1.83M | 0.1% | -44.3% | 0.394% | |
1/11/2024 | Ausdal Financial Partners Inc. | 138,758 | $6.98M | 0.9% | +480.6% | 1.503% | |
1/10/2024 | Cornerstone Wealth Management LLC | 9,156 | $460K | 0.0% | N/A | 0.099% | |
1/5/2024 | WealthPLAN Partners LLC | 25,782 | $1.30M | 0.1% | +57.2% | 0.279% | |
1/5/2024 | Lowe Wealth Advisors LLC | 15,095 | $759K | 0.4% | +90.1% | 0.164% | |
11/15/2023 | Integrated Wealth Concepts LLC | 25,895 | $1.30M | 0.0% | -37.3% | 0.281% | |
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11/15/2023 | WealthPlan Investment Management LLC | 16,396 | $823K | 0.1% | N/A | 0.178% | |
11/14/2023 | BOS Asset Management LLC | 316,468 | $15.89M | 11.7% | -5.4% | 3.429% | |
11/13/2023 | LPL Financial LLC | 1,703,603 | $85.52M | 0.1% | +36.2% | 18.457% | |
11/13/2023 | Envestnet Asset Management Inc. | 230,993 | $11.60M | 0.0% | -1.2% | 2.503% | |
11/13/2023 | Kestra Advisory Services LLC | 384,930 | $19.32M | 0.2% | +732.8% | 4.170% | |
11/8/2023 | Ausdal Financial Partners Inc. | 23,901 | $1.20M | 0.2% | +489.1% | 0.259% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 100,422 | $5.04M | 0.1% | -1.9% | 1.088% | |
11/8/2023 | Kestra Private Wealth Services LLC | 25,944 | $1.30M | 0.0% | +4.7% | 0.281% | |
11/7/2023 | Kingsview Wealth Management LLC | 113,137 | $5.68M | 0.2% | +3.5% | 1.226% | |
11/7/2023 | Masso Torrence Wealth Management Inc. | 16,418 | $824K | 0.6% | +4.3% | 0.178% | |