5/17/2024 | Tandem Capital Management Corp ADV | 11,250 | $501K | 0.3% | +3.5% | 0.142% | |
5/9/2024 | Kingsview Wealth Management LLC | 9,694 | $431K | 0.0% | +4.1% | 0.123% | |
5/3/2024 | Liberty Wealth Management LLC | 4,744 | $211K | 0.0% | N/A | 0.061% | |
5/1/2024 | Janney Montgomery Scott LLC | 7,630 | $340K | 0.0% | +3.4% | 0.098% | |
4/30/2024 | Commonwealth Equity Services LLC | 28,435 | $1.27M | 0.0% | +98.5% | 0.365% | |
4/27/2024 | Kellett Wealth Advisors LLC | 23,253 | $1.04M | 0.7% | +13.6% | 0.298% | |
|
4/23/2024 | PFG Private Wealth Management LLC | 9,206 | $410K | 0.3% | -95.1% | 0.118% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 420,387 | $18.71M | 0.0% | -44.9% | 5.390% | |
4/19/2024 | Tempus Wealth Planning LLC | 20,511 | $913K | 0.4% | N/A | 0.263% | |
4/18/2024 | Breakwater Capital Group | 39,935 | $1.78M | 0.4% | +0.7% | 0.601% | |
4/17/2024 | Foguth Wealth Management LLC. | 39,758 | $1.77M | 0.9% | N/A | 0.598% | |
4/15/2024 | RMR Wealth Builders | 6,133 | $273K | 0.0% | -41.1% | 0.092% | |
4/10/2024 | Signal Advisors Wealth LLC | 39,758 | $1.77M | 0.4% | -22.6% | 0.598% | |
2/20/2024 | Taylor Financial Group Inc. | 42,778 | $1.76M | 1.4% | N/A | 0.643% | |
2/14/2024 | Personal CFO Solutions LLC | 6,566 | $270K | 0.0% | N/A | 0.099% | |
2/12/2024 | Focus Financial Network Inc. ADV | 9,352 | $384K | 0.0% | N/A | 0.141% | |
2/9/2024 | Corient Private Wealth LLC | 657,054 | $26.97M | 0.0% | -8.1% | 9.881% | |
2/8/2024 | Financial Advocates Investment Management | 7,129 | $293K | 0.0% | +6.2% | 0.107% | |
2/8/2024 | Kingsview Wealth Management LLC | 9,310 | $382K | 0.0% | -14.0% | 0.140% | |
2/7/2024 | Principal Securities Inc. | 3,741 | $154K | 0.0% | N/A | 0.056% | |
2/6/2024 | RMR Wealth Builders | 10,420 | $428K | 0.1% | -53.1% | 0.157% | |
2/6/2024 | Family Asset Management LLC | 11,224 | $461K | 0.3% | +606.4% | 0.169% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 8,247 | $339K | 0.0% | N/A | 0.124% | |
2/1/2024 | Element Wealth LLC | 1,038 | $43K | 0.0% | +108.4% | 0.016% | |
1/31/2024 | Kellett Wealth Advisors LLC | 20,461 | $840K | 0.6% | +4.1% | 0.308% | |
1/30/2024 | SVB Wealth LLC | 6,502 | $267K | 0.0% | N/A | 0.098% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 3,426 | $141K | 0.0% | N/A | 0.052% | |
1/24/2024 | Breakwater Capital Group | 39,677 | $1.64M | 0.5% | +2.4% | 0.597% | |
1/22/2024 | Princeton Global Asset Management LLC | 17,615 | $723K | 0.2% | +2.4% | 0.265% | |
1/22/2024 | PFG Private Wealth Management LLC | 186,833 | $7.67M | 5.2% | +3,213.8% | 2.810% | |
1/18/2024 | Global Retirement Partners LLC | 1,129 | $46K | 0.0% | N/A | 0.017% | |
1/16/2024 | Cedar Mountain Advisors LLC | 92,081 | $3.78M | 1.0% | +1.6% | 1.385% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 763,366 | $31.34M | 0.1% | +9.6% | 11.479% | |
1/16/2024 | CoreCap Advisors LLC | 5,203 | $214K | 0.0% | N/A | 0.078% | |
1/11/2024 | Galvin Gaustad & Stein LLC | 23,825 | $978K | 0.1% | +8.8% | 0.358% | |
11/16/2023 | Advisors Capital Management LLC | 137,292 | $5.11M | 0.1% | N/A | 2.065% | |
11/15/2023 | WealthPlan Investment Management LLC | 7,549 | $281K | 0.0% | N/A | 0.114% | |
11/14/2023 | Tower Research Capital LLC TRC | 15,451 | $575K | 0.0% | +43.0% | 0.232% | |
11/13/2023 | LPL Financial LLC | 246,740 | $9.19M | 0.0% | -15.3% | 3.710% | |
11/8/2023 | Janney Montgomery Scott LLC | 7,376 | $275K | 0.0% | +14.0% | 0.111% | |
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11/8/2023 | Argent Trust Co | 56,859 | $2.12M | 0.1% | +0.8% | 0.855% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 6,857 | $255K | 0.0% | -46.2% | 0.103% | |
11/8/2023 | Avantax Advisory Services Inc. | 10,982 | $409K | 0.0% | -11.2% | 0.165% | |
11/7/2023 | Kellett Wealth Advisors LLC | 19,649 | $732K | 0.6% | +4.2% | 0.295% | |
11/6/2023 | Breakwater Capital Group | 38,765 | $1.41M | 0.5% | -52.0% | 0.583% | |
11/4/2023 | Corient Private Wealth LLC | 714,898 | $26.62M | 0.1% | -29.2% | 10.750% | |
11/2/2023 | Family Asset Management LLC | 1,589 | $59K | 0.0% | -26.1% | 0.024% | |
11/2/2023 | WealthPlan Investment Management LLC | 7,549 | $281K | 0.0% | N/A | 0.114% | |
10/31/2023 | Tranquility Partners LLC | 5,508 | $205K | 0.1% | N/A | 0.083% | |
10/27/2023 | Financial Advocates Investment Management | 6,711 | $250K | 0.0% | -7.3% | 0.101% | |
10/27/2023 | Capital Advisors Ltd. LLC | 6,522 | $243K | 0.0% | -5.1% | 0.098% | |
10/24/2023 | PFG Private Wealth Management LLC | 5,638 | $210K | 0.2% | -63.1% | 0.085% | |
10/24/2023 | Stratos Wealth Partners LTD. | 6,650 | $248K | 0.0% | N/A | 0.100% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 696,602 | $25.93M | 0.0% | +10.8% | 10.475% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 10,560 | $393K | 0.0% | -6.1% | 0.159% | |
10/23/2023 | RMR Wealth Builders | 22,232 | $828K | 0.1% | N/A | 0.334% | |
10/23/2023 | Cedar Mountain Advisors LLC | 90,659 | $3.38M | 1.0% | +2.2% | 1.363% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,766 | $550K | 0.0% | +3.5% | 0.222% | |
10/18/2023 | Next Capital Management LLC | 12,487 | $465K | 0.2% | N/A | 0.188% | |
10/12/2023 | RVW Wealth LLC | 1,611 | $60K | 0.0% | N/A | 0.024% | |
8/15/2023 | Tandem Capital Management Corp ADV | 11,070 | $423K | 0.3% | -6.3% | 0.166% | |
8/10/2023 | Cetera Advisor Networks LLC | 11,136 | $426K | 0.0% | -40.2% | 0.167% | |
8/9/2023 | Texas Capital Bank Wealth Management Services Inc. | 10,000 | $383K | 0.0% | N/A | 0.150% | |
8/8/2023 | Kellett Wealth Advisors LLC | 18,849 | $721K | 0.7% | +7.4% | 0.283% | |
7/31/2023 | LPL Financial LLC | 291,343 | $11.14M | 0.0% | -0.5% | 4.192% | |
7/28/2023 | First Republic Investment Management Inc. | 12,735 | $487K | 0.0% | -71.4% | 0.183% | |
7/26/2023 | Capital Advisors Ltd. LLC | 6,874 | $263K | 0.0% | -26.4% | 0.099% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 628,453 | $24.04M | 0.0% | +10.1% | 9.042% | |
7/24/2023 | Breakwater Capital Group | 80,840 | $3.09M | 1.1% | -3.5% | 1.163% | |
7/24/2023 | Galvin Gaustad & Stein LLC | 21,898 | $838K | 0.1% | +8.2% | 0.315% | |
7/19/2023 | Cedar Mountain Advisors LLC | 88,746 | $3.40M | 1.0% | +2.0% | 1.277% | |
5/11/2023 | Financial Advocates Investment Management | 11,831 | $442K | 0.0% | -31.2% | 0.171% | |
5/10/2023 | LPL Financial LLC | 292,714 | $10.93M | 0.0% | +4.7% | 4.242% | |
5/10/2023 | WealthPLAN Partners LLC | 7,220 | $270K | 0.0% | +19.1% | 0.105% | |
5/9/2023 | Tower Research Capital LLC TRC | 6,661 | $249K | 0.0% | +8.4% | 0.097% | |
5/5/2023 | Kellett Wealth Advisors LLC | 17,545 | $655K | 0.6% | -5.9% | 0.254% | |
5/4/2023 | West Chester Capital Advisors Inc. | 15,226 | $568K | 1.3% | -30.5% | 0.221% | |
5/4/2023 | Tandem Capital Management Corp ADV | 11,810 | $441K | 0.3% | +8.0% | 0.171% | |
5/3/2023 | Family Asset Management LLC | 2,149 | $80K | 0.1% | N/A | 0.031% | |
5/3/2023 | Integrated Wealth Concepts LLC | 5,923 | $221K | 0.0% | N/A | 0.086% | |
5/1/2023 | PFG Private Wealth Management LLC | 15,287 | $571K | 0.4% | +6,139.6% | 0.222% | |
5/1/2023 | Truadvice LLC | 42,000 | $1.58M | 0.6% | +443.7% | 0.609% | |
4/28/2023 | Avantax Advisory Services Inc. | 12,368 | $462K | 0.0% | -22.9% | 0.179% | |
4/28/2023 | Janney Montgomery Scott LLC | 6,456 | $241K | 0.0% | -13.1% | 0.094% | |
4/27/2023 | Breakwater Capital Group | 83,785 | $3.13M | 1.3% | +63.7% | 1.214% | |
4/26/2023 | James Investment Research Inc. | 1,925 | $72K | 0.0% | -22.4% | 0.028% | |
4/20/2023 | Princeton Global Asset Management LLC | 17,200 | $642K | 0.2% | +4.3% | 0.249% | |
4/17/2023 | Galvin Gaustad & Stein LLC | 20,246 | $756K | 0.1% | +61.0% | 0.293% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 570,593 | $21.30M | 0.0% | +4,253.7% | 8.269% | |
4/11/2023 | Cedar Mountain Advisors LLC | 86,967 | $3.25M | 1.0% | +1.1% | 1.260% | |
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2/13/2023 | Kingsview Wealth Management LLC | 11,325 | $425K | 0.0% | +43.6% | 0.000% | |
2/13/2023 | Galvin Gaustad & Stein LLC | 12,573 | $472K | 0.0% | N/A | 0.000% | |
2/10/2023 | Bank of America Corp DE | 1,019,901 | $38.26M | 0.0% | +0.3% | 0.000% | |
2/10/2023 | Argent Trust Co | 56,433 | $2.12M | 0.1% | +20.3% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 4,715 | $177K | 0.0% | N/A | 0.000% | |
2/9/2023 | Legacy Capital Wealth Partners LLC | 5,874 | $220K | 0.1% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 8,692 | $326K | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 13,106 | $492K | 0.0% | +25.3% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 11,921 | $447K | 0.0% | +20.9% | 0.000% | |
2/7/2023 | Capital Advisors Ltd. LLC | 9,336 | $350K | 0.1% | -30.8% | 0.000% | |