5/7/2024 | Concurrent Investment Advisors LLC | 23,766 | $1.60M | 0.1% | N/A | 0.167% | |
5/7/2024 | Atomi Financial Group Inc. | 8,615 | $580K | 0.1% | +4.3% | 0.060% | |
5/7/2024 | Oppenheimer & Co. Inc. | 12,457 | $839K | 0.0% | +36.9% | 0.087% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 27,599 | $1.86M | 0.0% | +122.9% | 0.198% | |
5/6/2024 | VitalStone Financial LLC | 8,021 | $540K | 0.4% | +21.3% | 0.057% | |
5/4/2024 | SPC Financial Inc. | 73,078 | $4.92M | 0.5% | +1.1% | 0.526% | |
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5/4/2024 | Riggs Asset Managment Co. Inc. | 170,296 | $11.47M | 3.3% | +135.8% | 1.225% | |
5/4/2024 | Csenge Advisory Group | 115,726 | $7.79M | 0.4% | +2.6% | 0.833% | |
5/3/2024 | MRA Advisory Group | 91,299 | $6.15M | 3.7% | +3.0% | 0.657% | |
5/2/2024 | Mutual Advisors LLC | 21,022 | $1.42M | 0.0% | N/A | 0.151% | |
5/1/2024 | Janney Montgomery Scott LLC | 25,679 | $1.73M | 0.0% | +37.7% | 0.185% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 175,000 | $11.78M | 0.0% | +115.5% | 1.259% | |
5/1/2024 | Stegent Equity Advisors Inc. | 25,298 | $1.70M | 1.7% | -6.4% | 0.182% | |
4/30/2024 | Private Advisor Group LLC | 13,520 | $910K | 0.0% | -27.5% | 0.097% | |
4/30/2024 | J.W. Cole Advisors Inc. | 3,124 | $210K | 0.0% | N/A | 0.022% | |
4/30/2024 | WealthBridge Capital Management LLC | 16,266 | $1.10M | 0.4% | +6.6% | 0.117% | |
4/29/2024 | Commonwealth Equity Services LLC | 93,900 | $6.32M | 0.0% | -45.1% | 0.676% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 26,628 | $1.79M | 0.0% | -1.8% | 0.192% | |
4/29/2024 | Fiduciary Planning LLC | 72,765 | $4.90M | 1.9% | -7.0% | 0.527% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 223,399 | $15.04M | 0.1% | +7.8% | 1.631% | |
4/24/2024 | Essex Financial Services Inc. | 12,205 | $822K | 0.1% | +161.1% | 0.089% | |
4/23/2024 | Global Retirement Partners LLC | 4,224 | $284K | 0.0% | +3.9% | 0.031% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 696,419 | $46.89M | 0.1% | -2.1% | 5.083% | |
4/22/2024 | Raymond James & Associates | 312,070 | $21.01M | 0.0% | +11.1% | 2.278% | |
4/19/2024 | PCG Wealth Advisors LLC | 31,685 | $2.13M | 1.0% | -20.0% | 0.236% | |
4/19/2024 | Arvest Investments Inc. | 27,382 | $1.84M | 0.3% | -9.0% | 0.204% | |
4/16/2024 | Pinnacle Bancorp Inc. | 400 | $27K | 0.0% | N/A | 0.003% | |
4/16/2024 | RiverTree Advisors LLC | 51,516 | $3.47M | 2.3% | -5.9% | 0.384% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 9,440 | $636K | 0.0% | +82.2% | 0.070% | |
4/15/2024 | Hobart Private Capital LLC | 43,057 | $2.90M | 0.9% | N/A | 0.327% | |
4/13/2024 | Parkside Investments LLC | 73,445 | $4.95M | 0.8% | N/A | 0.559% | |
4/12/2024 | Ignite Planners LLC | 4,678 | $313K | 0.1% | -16.5% | 0.036% | |
4/12/2024 | Global Assets Advisory LLC | 508,762 | $34.26M | 0.1% | N/A | 3.869% | |
4/12/2024 | Southland Equity Partners LLC | 7,215 | $486K | 0.1% | N/A | 0.055% | |
4/11/2024 | International Assets Investment Management LLC | 5,008 | $335K | 0.0% | -14.2% | 0.038% | |
4/11/2024 | RFG Advisory LLC | 52,819 | $3.56M | 0.1% | +61.1% | 0.402% | |
4/5/2024 | NBC Securities Inc. | 8,649 | $582K | 0.1% | -6.4% | 0.077% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 11,056 | $639K | 0.0% | -10.2% | 0.098% | |
2/16/2024 | Harbour Investments Inc. | 93,590 | $5.41M | 0.2% | +9.6% | 0.832% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 21,814 | $1.26M | 0.5% | +9.4% | 0.194% | |
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2/15/2024 | Comerica Bank | 19,488 | $1.13M | 0.0% | +17.7% | 0.173% | |
2/14/2024 | Barometer Capital Management Inc. | 10,600 | $613K | 0.2% | -30.3% | 0.094% | |
2/14/2024 | VitalStone Financial LLC | 6,613 | $382K | 0.3% | +11.2% | 0.059% | |
2/13/2024 | Lokken Investment Group LLC | 51,923 | $3.00M | 1.7% | +2.6% | 0.462% | |
2/12/2024 | Stifel Financial Corp | 83,333 | $4.82M | 0.0% | -7.0% | 0.741% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 10,521 | $609K | 0.0% | +2.7% | 0.094% | |
2/9/2024 | Advisory Services Network LLC | 13,889 | $803K | 0.0% | -38.0% | 0.123% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 207,225 | $11.99M | 0.1% | -6.3% | 1.842% | |
2/9/2024 | Assetmark Inc. | 10,982 | $635K | 0.0% | +158.2% | 0.098% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 3,999 | $231K | 0.0% | -54.9% | 0.036% | |
2/9/2024 | UBS Group AG | 547,735 | $31.68M | 0.0% | +9.8% | 4.869% | |
2/8/2024 | Financial Advocates Investment Management | 5,031 | $291K | 0.0% | -77.8% | 0.045% | |
2/8/2024 | Alpha Omega Group Inc. | 132,636 | $7.67M | 13.4% | -0.7% | 1.179% | |
2/7/2024 | Avantax Advisory Services Inc. | 92,011 | $5.32M | 0.1% | +12.2% | 0.818% | |
2/7/2024 | Theory Financial LLC | 71,437 | $4.13M | 2.2% | +3.0% | 0.635% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 12,383 | $716K | 0.0% | +11.2% | 0.110% | |
2/7/2024 | NBC Securities Inc. | 9,237 | $534K | 0.1% | -3.5% | 0.082% | |
2/7/2024 | Principal Securities Inc. | 671 | $39K | 0.0% | N/A | 0.006% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 450 | $26K | 0.0% | -44.7% | 0.004% | |
2/6/2024 | Private Advisor Group LLC | 18,638 | $1.08M | 0.0% | -40.0% | 0.166% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 5,182 | $300K | 0.0% | +15.0% | 0.046% | |
2/6/2024 | Spire Wealth Management | 17,127 | $932K | 0.0% | N/A | 0.152% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 10,342 | $598K | 0.0% | -3.5% | 0.092% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 27,121 | $1.57M | 0.0% | -1.0% | 0.241% | |
2/6/2024 | Great Valley Advisor Group Inc. | 6,023 | $348K | 0.0% | -3.5% | 0.054% | |
2/6/2024 | Essex Financial Services Inc. | 4,675 | $270K | 0.0% | N/A | 0.042% | |
2/5/2024 | Stegent Equity Advisors Inc. | 27,027 | $1.56M | 1.8% | +426.7% | 0.240% | |
2/5/2024 | Kestra Private Wealth Services LLC | 7,903 | $457K | 0.0% | -20.1% | 0.070% | |
2/2/2024 | Truist Financial Corp | 41,638 | $2.41M | 0.0% | -3.0% | 0.368% | |
2/2/2024 | Herold Advisors Inc. | 4,723 | $273K | 0.1% | -20.2% | 0.042% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,153 | $529K | 0.0% | -19.2% | 0.081% | |
2/1/2024 | Sigma Planning Corp | 43,907 | $2.54M | 0.2% | -49.3% | 0.389% | |
2/1/2024 | CWM LLC | 31,387 | $1.82M | 0.0% | +47.0% | 0.278% | |
2/1/2024 | Riggs Asset Managment Co. Inc. | 72,231 | $4.18M | 1.3% | -3.1% | 0.639% | |
1/30/2024 | PCG Wealth Advisors LLC | 39,611 | $2.29M | 1.3% | +51.6% | 0.351% | |
1/29/2024 | NewEdge Wealth LLC | 9,763 | $565K | 0.0% | -4.4% | 0.086% | |
1/25/2024 | RFG Advisory LLC | 32,787 | $1.90M | 0.1% | -10.9% | 0.288% | |
1/25/2024 | Fiduciary Planning LLC | 78,267 | $4.53M | 1.9% | +238.0% | 0.687% | |
1/25/2024 | International Assets Investment Management LLC | 5,835 | $337K | 0.0% | +4.6% | 0.051% | |
1/25/2024 | RiverTree Advisors LLC | 54,767 | $3.17M | 2.2% | +54.7% | 0.480% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 81,200 | $4.73M | 0.0% | +238.3% | 0.712% | |
1/24/2024 | International Assets Investment Management LLC | 337,479 | $19.52M | 0.0% | +5,949.1% | 2.960% | |
1/24/2024 | Arvest Investments Inc. | 30,095 | $1.74M | 0.3% | N/A | 0.264% | |
1/24/2024 | Capital Wealth Alliance LLC | 19,599 | $1.13M | 0.8% | +18.7% | 0.172% | |
1/18/2024 | Global Retirement Partners LLC | 4,067 | $221K | 0.0% | +1,580.6% | 0.036% | |
1/18/2024 | Trueblood Wealth Management LLC | 8,416 | $487K | 0.3% | N/A | 0.074% | |
1/18/2024 | Well Done LLC | 10,074 | $583K | 0.1% | -45.6% | 0.089% | |
1/18/2024 | Next Level Private LLC | 12,190 | $705K | 0.4% | N/A | 0.108% | |
1/16/2024 | HBW Advisory Services LLC | 50,450 | $2.92M | 0.5% | +14.1% | 0.446% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 711,182 | $41.14M | 0.1% | +5.4% | 6.294% | |
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1/16/2024 | Raymond James & Associates | 280,876 | $16.25M | 0.0% | +7.6% | 2.486% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 22,082 | $1.22M | 0.3% | +68.2% | 0.197% | |
1/10/2024 | Quad Cities Investment Group LLC | 4,901 | $272K | 0.2% | -8.7% | 0.044% | |
1/9/2024 | Ignite Planners LLC | 5,603 | $321K | 0.1% | -25.6% | 0.050% | |
12/6/2023 | Citigroup Inc. | 15,334 | $790K | 0.0% | +42.7% | 0.160% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 12,315 | $634K | 0.0% | +4.6% | 0.128% | |
11/16/2023 | VitalStone Financial LLC | 5,946 | $288K | 0.2% | N/A | 0.062% | |
11/16/2023 | Harbour Investments Inc. | 85,392 | $4.40M | 0.2% | +18.6% | 0.890% | |
11/15/2023 | Theory Financial LLC | 69,332 | $3.57M | 2.1% | -11.4% | 0.722% | |
11/15/2023 | Riggs Asset Managment Co. Inc. | 74,531 | $3.84M | 1.4% | +5.3% | 0.776% | |