5/17/2024 | Comerica Bank | 9,877 | $651K | 0.0% | -2.6% | 0.141% | |
5/8/2024 | Avantax Advisory Services Inc. | 3,690 | $243K | 0.0% | -6.3% | 0.053% | |
5/7/2024 | Significant Wealth Partners LLC | 4,402 | $290K | 0.2% | -14.9% | 0.063% | |
5/2/2024 | Vantage Financial Partners LLC | 9,956 | $657K | 0.2% | -9.6% | 0.142% | |
5/1/2024 | Janney Montgomery Scott LLC | 12,000 | $791K | 0.0% | -2.5% | 0.171% | |
4/30/2024 | Private Advisor Group LLC | 31,468 | $2.08M | 0.0% | -9.9% | 0.450% | |
|
4/29/2024 | Commonwealth Equity Services LLC | 214,702 | $14.16M | 0.0% | -6.3% | 3.067% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 47,987 | $3.17M | 0.0% | -27.7% | 0.681% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 352,649 | $23.26M | 0.0% | -1.8% | 5.002% | |
4/17/2024 | Guidance Capital Inc. | 8,463 | $531K | 0.2% | -25.6% | 0.120% | |
4/16/2024 | Calton & Associates Inc. | 22,447 | $1.48M | 0.7% | -1.6% | 0.318% | |
4/15/2024 | Sound Income Strategies LLC | 1,169 | $77K | 0.0% | +349.6% | 0.017% | |
4/10/2024 | LexAurum Advisors LLC | 8,694 | $573K | 0.1% | -9.1% | 0.123% | |
4/9/2024 | Mather Group LLC. | 141,223 | $8.57M | 0.1% | -2.2% | 2.003% | |
2/13/2024 | Cetera Advisor Networks LLC | 281,451 | $17.08M | 0.1% | +354.8% | 3.655% | |
2/12/2024 | Stifel Financial Corp | 184,850 | $11.22M | 0.0% | +8.2% | 2.401% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 4,625 | $281K | 0.0% | -11.1% | 0.060% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 66,390 | $4.03M | 0.0% | -15.8% | 0.862% | |
2/9/2024 | EverSource Wealth Advisors LLC | 4,907 | $298K | 0.0% | -55.5% | 0.064% | |
2/9/2024 | Keystone Financial Group | 107,941 | $6.55M | 1.1% | -47.1% | 1.402% | |
2/9/2024 | Wells Fargo & Company MN | 132,476 | $8.04M | 0.0% | -53.8% | 1.720% | |
2/9/2024 | UBS Group AG | 115,434 | $7.01M | 0.0% | -17.3% | 1.499% | |
2/8/2024 | Janney Montgomery Scott LLC | 12,309 | $747K | 0.0% | -2.3% | 0.160% | |
2/7/2024 | Calton & Associates Inc. | 22,818 | $1.39M | 0.6% | N/A | 0.296% | |
2/6/2024 | Private Advisor Group LLC | 34,925 | $2.12M | 0.0% | -39.6% | 0.454% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 45,293 | $2.75M | 0.1% | -6.9% | 0.588% | |
2/5/2024 | Mather Group LLC. | 144,456 | $8.77M | 0.1% | -10.9% | 1.876% | |
2/5/2024 | Vantage Financial Partners LLC | 11,016 | $668K | 0.2% | -78.4% | 0.143% | |
2/2/2024 | Atria Wealth Solutions Inc. | 30,263 | $1.84M | 0.0% | -7.7% | 0.386% | |
2/1/2024 | Significant Wealth Partners LLC | 5,171 | $314K | 0.2% | N/A | 0.066% | |
1/31/2024 | Family Capital Management Inc. | 22,647 | $1.37M | 1.0% | -6.5% | 0.288% | |
1/25/2024 | International Assets Investment Management LLC | 46,269 | $2.81M | 0.0% | N/A | 0.582% | |
1/24/2024 | International Assets Investment Management LLC | 46,269 | $2.81M | 0.0% | N/A | 0.582% | |
1/19/2024 | Hibernia Wealth Partners LLC | 4,327 | $263K | 0.2% | -43.2% | 0.054% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 27,704 | $1.68M | 0.3% | -3.4% | 0.344% | |
1/18/2024 | Syntegra Private Wealth Group LLC | 9,729 | $590K | 0.1% | -5.5% | 0.121% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 359,128 | $21.79M | 0.0% | -1.8% | 4.461% | |
1/16/2024 | Raymond James & Associates | 32,429 | $1.97M | 0.0% | -53.5% | 0.403% | |
1/11/2024 | LexAurum Advisors LLC | 9,564 | $580K | 0.2% | -10.0% | 0.119% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 15,896 | $954K | 0.0% | +69.9% | 0.197% | |
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1/8/2024 | Horizons Wealth Management | 2,432 | $148K | 0.1% | -85.8% | 0.030% | |
11/20/2023 | Silver Oak Securities Incorporated | 528,587 | $31.14M | 5.9% | -5.6% | 5.653% | |
11/16/2023 | Creative Planning | 109,412 | $6.45M | 0.0% | -19.6% | 1.170% | |
11/16/2023 | Harbour Investments Inc. | 27,662 | $1.63M | 0.1% | -4.1% | 0.296% | |
11/15/2023 | Integrated Wealth Concepts LLC | 141,507 | $8.34M | 0.1% | -1.6% | 1.513% | |
11/14/2023 | Mather Group LLC. | 162,082 | $9.55M | 0.2% | -0.9% | 1.733% | |
11/14/2023 | Mutual Advisors LLC | 8,477 | $499K | 0.0% | -2.6% | 0.091% | |
11/13/2023 | Stifel Financial Corp | 170,875 | $10.07M | 0.0% | +2.8% | 1.828% | |
11/13/2023 | LPL Financial LLC | 611,004 | $36M | 0.0% | -9.9% | 6.535% | |
11/13/2023 | Kestra Advisory Services LLC | 7,899 | $465K | 0.0% | +2.6% | 0.084% | |
11/9/2023 | UBS Group AG | 139,552 | $8.22M | 0.0% | -14.7% | 1.493% | |
11/8/2023 | HighTower Advisors LLC | 9,676 | $568K | 0.0% | -64.6% | 0.103% | |
11/8/2023 | Janney Montgomery Scott LLC | 12,593 | $742K | 0.0% | +4.0% | 0.135% | |
11/8/2023 | Atria Wealth Solutions Inc. | 32,781 | $1.93M | 0.0% | -16.2% | 0.351% | |
11/6/2023 | Keystone Financial Group | 203,992 | $12.02M | 2.0% | -35.1% | 2.182% | |
11/6/2023 | Wilbanks Smith & Thomas Asset Management LLC | 48,634 | $2.87M | 0.1% | +33.6% | 0.520% | |
11/4/2023 | NBC Securities Inc. | 1,160 | $68K | 0.0% | N/A | 0.012% | |
11/4/2023 | EverSource Wealth Advisors LLC | 11,025 | $650K | 0.1% | -16.1% | 0.118% | |
11/3/2023 | Private Advisor Group LLC | 57,776 | $3.40M | 0.0% | -63.0% | 0.618% | |
11/2/2023 | Vantage Financial Partners LLC | 50,938 | $3.00M | 1.2% | -53.9% | 0.545% | |
11/1/2023 | Money Concepts Capital Corp | 79,089 | $4.66M | 0.5% | -3.1% | 0.846% | |
10/30/2023 | Freedom Wealth Alliance LLC | 86,447 | $5.09M | 8.4% | -7.0% | 0.925% | |
10/26/2023 | Paul Damon & Associates Inc. | 24,210 | $1.43M | 0.9% | -1.2% | 0.259% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 365,859 | $21.56M | 0.0% | -3.7% | 3.872% | |
10/24/2023 | Raymond James & Associates | 69,812 | $4.11M | 0.0% | -24.5% | 0.739% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 78,836 | $4.65M | 0.0% | -2.4% | 0.834% | |
10/23/2023 | Commonwealth Equity Services LLC | 232,205 | $13.68M | 0.0% | -2.5% | 2.457% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 28,693 | $1.69M | 0.3% | -5.2% | 0.302% | |
10/16/2023 | Guidance Capital Inc. | 20,816 | $1.20M | 0.5% | -0.9% | 0.219% | |
10/16/2023 | LexAurum Advisors LLC | 10,629 | $626K | 0.2% | -4.7% | 0.112% | |
10/12/2023 | IFP Advisors Inc | 47,740 | $2.81M | 0.1% | -10.7% | 0.500% | |
10/12/2023 | Horizons Wealth Management | 17,117 | $1.01M | 0.7% | -3.8% | 0.179% | |
10/12/2023 | Hibernia Wealth Partners LLC | 7,614 | $449K | 0.3% | N/A | 0.080% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 9,356 | $551K | 0.0% | +11.0% | 0.098% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 529 | $31K | 0.0% | N/A | 0.006% | |
8/14/2023 | Lumature Wealth Partners LLC | 47,016 | $2.90M | 1.7% | -56.7% | 0.448% | |
8/14/2023 | Guidance Capital Inc. | 21,006 | $1.31M | 0.6% | N/A | 0.200% | |
8/14/2023 | IFP Advisors Inc | 53,465 | $3.29M | 0.1% | -7.0% | 0.509% | |
8/10/2023 | Commonwealth Equity Services LLC | 238,168 | $14.67M | 0.0% | -24.3% | 2.268% | |
8/10/2023 | Cetera Advisor Networks LLC | 8,395 | $517K | 0.0% | -58.3% | 0.080% | |
8/8/2023 | Vantage Financial Partners LLC | 110,513 | $6.81M | 2.5% | +3.2% | 1.053% | |
8/8/2023 | Wilbanks Smith & Thomas Asset Management LLC | 36,393 | $2.24M | 0.1% | -28.5% | 0.347% | |
8/7/2023 | Keystone Financial Group | 314,217 | $19.36M | 3.3% | N/A | 2.993% | |
8/4/2023 | Envestnet Asset Management Inc. | 20,967 | $1.29M | 0.0% | -21.8% | 0.200% | |
8/4/2023 | IFP Advisors Inc | 53,465 | $2.66M | 0.1% | -7.0% | 0.509% | |
8/4/2023 | EverSource Wealth Advisors LLC | 13,137 | $809K | 0.1% | -31.9% | 0.125% | |
8/3/2023 | Atria Wealth Solutions Inc. | 39,113 | $2.41M | 0.0% | +15.4% | 0.371% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 8,429 | $519K | 0.0% | +52.7% | 0.080% | |
8/3/2023 | MONECO Advisors LLC | 43,382 | $2.67M | 0.7% | +0.7% | 0.411% | |
8/2/2023 | Silver Oak Securities Incorporated | 560,104 | $34.51M | 5.5% | -6.8% | 5.309% | |
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8/1/2023 | Money Concepts Capital Corp | 81,659 | $5.03M | 0.5% | -42.3% | 0.774% | |
7/31/2023 | LPL Financial LLC | 677,842 | $41.76M | 0.0% | -13.4% | 6.425% | |
7/31/2023 | Mutual Advisors LLC | 8,701 | $536K | 0.0% | -4.6% | 0.082% | |
7/28/2023 | Syntegra Private Wealth Group LLC | 10,367 | $639K | 0.1% | -6.1% | 0.098% | |
7/26/2023 | Janney Montgomery Scott LLC | 12,109 | $746K | 0.0% | +8.2% | 0.114% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 379,999 | $23.41M | 0.0% | -4.2% | 3.585% | |
7/25/2023 | Raymond James & Associates | 92,427 | $5.69M | 0.0% | -40.2% | 0.872% | |
7/24/2023 | Paul Damon & Associates Inc. | 24,510 | $1.51M | 0.9% | -0.8% | 0.230% | |
7/24/2023 | Sweet Financial Partners LLC | 28,987 | $1.79M | 0.5% | -75.2% | 0.272% | |
7/24/2023 | Retirement Planning Group LLC | 14,808 | $912K | 0.1% | N/A | 0.139% | |