5/17/2024 | Clear Point Advisors Inc. | 12,886 | $689K | 0.6% | +3.3% | 0.107% | |
5/10/2024 | Osaic Holdings Inc. | 217,071 | $11.61M | 0.0% | +35.0% | 1.801% | |
5/9/2024 | Leo Wealth LLC | 91,996 | $4.89M | 0.5% | +23.2% | 0.763% | |
5/9/2024 | Kingsview Wealth Management LLC | 16,734 | $895K | 0.0% | +3.0% | 0.139% | |
5/8/2024 | Avantax Advisory Services Inc. | 60,939 | $3.26M | 0.0% | -7.5% | 0.506% | |
5/4/2024 | Geneos Wealth Management Inc. | 89,110 | $4.76M | 0.2% | +16.1% | 0.743% | |
|
5/1/2024 | Janney Montgomery Scott LLC | 16,989 | $908K | 0.0% | N/A | 0.142% | |
4/30/2024 | Private Advisor Group LLC | 262,010 | $14.01M | 0.1% | -6.1% | 2.183% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 15,001 | $802K | 0.5% | +16.5% | 0.125% | |
4/29/2024 | Commonwealth Equity Services LLC | 98,849 | $5.28M | 0.0% | +899.7% | 0.824% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 153,506 | $8.21M | 0.0% | +11.1% | 1.279% | |
4/24/2024 | Leavell Investment Management Inc. | 28,275 | $1.51M | 0.1% | +3.6% | 0.236% | |
4/24/2024 | Essex Financial Services Inc. | 15,228 | $814K | 0.1% | +20.7% | 0.127% | |
4/23/2024 | Financial Consulate Inc. | 275,661 | $14.74M | 4.4% | N/A | 2.297% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,267,310 | $67.75M | 0.1% | +47.5% | 10.561% | |
4/22/2024 | Raymond James & Associates | 156,429 | $8.36M | 0.0% | +28.9% | 1.304% | |
4/19/2024 | Cornerstone Wealth Management LLC | 26,101 | $1.40M | 0.1% | +5.2% | 0.479% | |
4/11/2024 | International Assets Investment Management LLC | 12,565 | $668K | 0.0% | -7.2% | 0.231% | |
4/10/2024 | Thomasville National Bank | 90,040 | $4.81M | 0.4% | +2.0% | 1.652% | |
3/14/2024 | Leo Wealth LLC | 74,694 | $3.86M | 0.4% | N/A | 1.371% | |
2/13/2024 | Per Stirling Capital Management LLC. | 27,778 | $1.34M | 0.2% | -7.2% | 0.510% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 138,204 | $6.65M | 0.0% | +9.8% | 2.536% | |
2/9/2024 | D.A. Davidson & CO. | 10,345 | $498K | 0.0% | N/A | 0.190% | |
2/8/2024 | Kingsview Wealth Management LLC | 16,250 | $782K | 0.0% | N/A | 0.298% | |
2/7/2024 | Avantax Advisory Services Inc. | 65,880 | $3.17M | 0.0% | +22.0% | 1.209% | |
2/7/2024 | Integrity Financial Corp WA | 23,946 | $1.15M | 0.8% | -0.9% | 0.439% | |
2/7/2024 | Principal Securities Inc. | 776 | $37K | 0.0% | N/A | 0.014% | |
2/6/2024 | Lincoln National Corp | 15,576 | $750K | 0.0% | +12.5% | 0.286% | |
2/6/2024 | Private Advisor Group LLC | 279,084 | $13.43M | 0.1% | -7.0% | 5.121% | |
2/6/2024 | Solano Wealth Management Inc. | 35,720 | $1.72M | 1.0% | +5.9% | 0.655% | |
2/6/2024 | Essex Financial Services Inc. | 12,616 | $607K | 0.1% | N/A | 0.231% | |
2/5/2024 | Kestra Private Wealth Services LLC | 51,305 | $2.47M | 0.1% | +132.8% | 0.941% | |
2/1/2024 | Aspire Private Capital LLC | 1,901 | $91K | 0.0% | +34.4% | 0.035% | |
2/1/2024 | CWM LLC | 411,712 | $19.82M | 0.1% | +193.1% | 7.554% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 5,875 | $283K | 0.1% | -65.2% | 0.108% | |
1/31/2024 | Western Wealth Management LLC | 5,462 | $263K | 0.0% | N/A | 0.100% | |
1/31/2024 | Family Capital Management Inc. | 74,171 | $3.57M | 2.5% | -6.4% | 1.361% | |
1/31/2024 | Flynn Zito Capital Management LLC | 169,960 | $8.18M | 5.5% | +903.6% | 3.119% | |
1/30/2024 | Bison Wealth LLC | 44,927 | $2.16M | 0.4% | +8.7% | 0.824% | |
1/29/2024 | Moneywise Inc. | 223,283 | $10.75M | 6.2% | +15.8% | 4.097% | |
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1/26/2024 | Geneos Wealth Management Inc. | 76,733 | $3.69M | 0.2% | +22.1% | 1.408% | |
1/25/2024 | International Assets Investment Management LLC | 13,540 | $652K | 0.0% | N/A | 0.248% | |
1/25/2024 | Hazlett Burt & Watson Inc. | 12,878 | $622K | 0.4% | +21.7% | 0.236% | |
1/24/2024 | Stratos Wealth Partners LTD. | 70,471 | $3.39M | 0.1% | -14.6% | 1.293% | |
1/24/2024 | Stratos Investment Management LLC | 218,196 | $10.50M | 1.2% | +3.9% | 4.004% | |
1/24/2024 | International Assets Investment Management LLC | 651,680 | $31.37M | 0.0% | N/A | 11.957% | |
1/24/2024 | Private Trust Co. NA | 5,209 | $251K | 0.0% | +12.3% | 0.096% | |
1/23/2024 | Leavell Investment Management Inc. | 27,300 | $1.31M | 0.1% | -4.9% | 0.501% | |
1/22/2024 | Aspire Wealth Management Corp | 596 | $29K | 0.0% | N/A | 0.011% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 859,108 | $41.35M | 0.1% | +196.6% | 15.763% | |
1/16/2024 | Raymond James & Associates | 121,401 | $5.84M | 0.0% | +3.6% | 2.228% | |
1/12/2024 | Mutual Advisors LLC | 31,211 | $1.50M | 0.1% | -6.0% | 0.573% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 4,346 | $209K | 0.0% | N/A | 0.080% | |
1/12/2024 | Empirical Asset Management LLC | 23,920 | $1.15M | 0.9% | +1.9% | 0.439% | |
1/11/2024 | Thomasville National Bank | 88,283 | $4.25M | 0.4% | +1.1% | 1.620% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 14,709 | $696K | 0.0% | +2.3% | 0.270% | |
1/10/2024 | Cornerstone Wealth Management LLC | 24,812 | $1.19M | 0.1% | N/A | 0.455% | |
1/9/2024 | IFP Advisors Inc | 69,008 | $3.32M | 0.2% | -2.2% | 1.266% | |
11/15/2023 | KPP Advisory Services LLC | 81,862 | $3.52M | 1.2% | N/A | 1.502% | |
11/14/2023 | Per Stirling Capital Management LLC. | 29,939 | $1.29M | 0.3% | -9.7% | 0.549% | |
11/14/2023 | Mutual Advisors LLC | 33,205 | $1.43M | 0.1% | +79.8% | 0.609% | |
11/13/2023 | Stifel Financial Corp | 44,207 | $1.90M | 0.0% | +18.7% | 0.811% | |
11/13/2023 | Mariner LLC | 49,399 | $2.12M | 0.0% | -2.0% | 0.906% | |
11/13/2023 | LPL Financial LLC | 1,393,903 | $59.88M | 0.0% | +18.2% | 25.576% | |
11/13/2023 | Bison Wealth LLC | 41,328 | $1.78M | 0.3% | +337.3% | 0.758% | |
11/13/2023 | WCG Wealth Advisors LLC | 47,054 | $2.02M | 0.1% | +146.8% | 0.863% | |
11/13/2023 | Kestra Advisory Services LLC | 36,366 | $1.56M | 0.0% | +26.7% | 0.667% | |
11/8/2023 | Solano Wealth Management Inc. | 33,718 | $1.45M | 1.0% | +0.7% | 0.619% | |
11/8/2023 | Redwood Financial Network Corp | 7,388 | $317K | 0.3% | +15.8% | 0.136% | |
11/8/2023 | Avantax Advisory Services Inc. | 54,010 | $2.32M | 0.0% | +5.1% | 0.991% | |
11/8/2023 | Kestra Private Wealth Services LLC | 22,036 | $947K | 0.0% | N/A | 0.404% | |
11/7/2023 | Flynn Zito Capital Management LLC | 16,935 | $728K | 0.5% | N/A | 0.311% | |
11/6/2023 | Lincoln National Corp | 13,851 | $595K | 0.0% | +107.7% | 0.254% | |
11/6/2023 | MONECO Advisors LLC | 10,620 | $456K | 0.1% | +10.4% | 0.195% | |
11/4/2023 | Aspire Private Capital LLC | 1,414 | $61K | 0.0% | N/A | 0.026% | |
11/3/2023 | Private Advisor Group LLC | 299,981 | $12.89M | 0.1% | +47.5% | 5.504% | |
11/2/2023 | Hazlett Burt & Watson Inc. | 10,584 | $455K | 0.3% | +705.5% | 0.194% | |
10/26/2023 | Paul Damon & Associates Inc. | 79,250 | $3.41M | 2.2% | +8.0% | 1.454% | |
10/24/2023 | Fundamentum LLC | 209,930 | $9.02M | 1.3% | N/A | 3.852% | |
10/24/2023 | Stratos Wealth Partners LTD. | 82,563 | $3.55M | 0.1% | -4.9% | 1.515% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 289,613 | $12.44M | 0.0% | +125.7% | 5.314% | |
10/24/2023 | Raymond James & Associates | 117,140 | $5.03M | 0.0% | +26.2% | 2.149% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 125,903 | $5.41M | 0.0% | +1.5% | 2.310% | |
10/23/2023 | Moneywise Inc. | 192,840 | $8.28M | 5.2% | +32.4% | 3.538% | |
10/23/2023 | Commonwealth Equity Services LLC | 9,816 | $422K | 0.0% | +3.9% | 0.180% | |
10/18/2023 | Private Trust Co. NA | 4,640 | $199K | 0.0% | +37.8% | 0.085% | |
10/16/2023 | Onyx Bridge Wealth Group LLC | 16,858 | $724K | 0.2% | N/A | 0.309% | |
10/16/2023 | Leavell Investment Management Inc. | 28,715 | $1.23M | 0.1% | +13.9% | 0.527% | |
10/13/2023 | Arkadios Wealth Advisors | 5,178 | $222K | 0.0% | N/A | 0.095% | |
10/12/2023 | IFP Advisors Inc | 70,596 | $3.03M | 0.1% | +1.8% | 1.295% | |
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10/11/2023 | Geneos Wealth Management Inc. | 62,843 | $2.70M | 0.1% | +759.5% | 1.153% | |
10/11/2023 | CWM LLC | 140,468 | $6.04M | 0.0% | +157.4% | 2.577% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 14,380 | $618K | 0.0% | +10.2% | 0.264% | |
10/10/2023 | Thomasville National Bank | 87,356 | $3.75M | 0.4% | +2.3% | 1.603% | |
8/14/2023 | Redwood Financial Network Corp | 6,380 | $286K | 0.3% | +21.0% | 0.117% | |
8/14/2023 | IFP Advisors Inc | 69,324 | $3.11M | 0.1% | +24.6% | 1.272% | |
8/14/2023 | Bison Wealth LLC | 9,451 | $424K | 0.1% | -4.0% | 0.173% | |
8/14/2023 | Snowden Capital Advisors LLC | 99,880 | $4.49M | 0.2% | +11.6% | 1.833% | |
8/11/2023 | Kestra Advisory Services LLC | 28,699 | $1.29M | 0.0% | +54.6% | 0.527% | |
8/11/2023 | Per Stirling Capital Management LLC. | 33,154 | $1.49M | 0.3% | N/A | 0.608% | |