5/8/2024 | Avantax Advisory Services Inc. | 63,433 | $2.38M | 0.0% | -2.5% | 1.123% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 25,587 | $962K | 0.0% | +13.2% | 0.453% | |
5/1/2024 | StoneX Group Inc. | 13,197 | $496K | 0.1% | -19.7% | 0.234% | |
5/1/2024 | Janney Montgomery Scott LLC | 35,732 | $1.34M | 0.0% | -2.6% | 0.632% | |
4/29/2024 | Commonwealth Equity Services LLC | 57,309 | $2.15M | 0.0% | -1.1% | 1.014% | |
4/27/2024 | Treasure Coast Financial Planning | 6,634 | $249K | 0.2% | N/A | 0.117% | |
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4/25/2024 | Cambridge Investment Research Advisors Inc. | 47,961 | $1.80M | 0.0% | +13.0% | 0.849% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 75,234 | $2.83M | 0.0% | -2.7% | 1.332% | |
4/19/2024 | Mainsail Financial Group LLC | 36,850 | $1.39M | 1.0% | +4.4% | 0.652% | |
4/18/2024 | AlphaMark Advisors LLC | 685 | $26K | 0.0% | -36.9% | 0.012% | |
4/16/2024 | OneAscent Financial Services LLC | 15,449 | $581K | 0.1% | +18.0% | 0.273% | |
4/11/2024 | SignalPoint Asset Management LLC | 23,594 | $888K | 0.2% | -2.2% | 0.418% | |
2/12/2024 | StoneX Group Inc. | 16,437 | $597K | 0.1% | -7.0% | 0.267% | |
2/9/2024 | Orion Portfolio Solutions LLC | 18,187 | $662K | 0.0% | +8.6% | 0.296% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 42,426 | $1.54M | 0.0% | -2.9% | 0.690% | |
2/9/2024 | Assetmark Inc. | 43,900 | $1.59M | 0.0% | +43.4% | 0.714% | |
2/9/2024 | D.A. Davidson & CO. | 14,209 | $516K | 0.0% | -7.7% | 0.231% | |
2/9/2024 | Wells Fargo & Company MN | 294,533 | $10.70M | 0.0% | -39.1% | 4.789% | |
2/8/2024 | Janney Montgomery Scott LLC | 36,690 | $1.33M | 0.0% | -56.0% | 0.597% | |
2/7/2024 | Avantax Advisory Services Inc. | 65,081 | $2.36M | 0.0% | +15.7% | 1.058% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 22,602 | $821K | 0.0% | +3.8% | 0.368% | |
2/7/2024 | Iams Wealth Management LLC | 19,108 | $694K | 0.4% | -2.9% | 0.311% | |
2/7/2024 | Principal Securities Inc. | 6,865 | $249K | 0.0% | N/A | 0.112% | |
2/5/2024 | Kestra Private Wealth Services LLC | 8,054 | $293K | 0.0% | -74.4% | 0.131% | |
2/2/2024 | Atria Wealth Solutions Inc. | 22,105 | $803K | 0.0% | -2.9% | 0.359% | |
1/29/2024 | NewEdge Wealth LLC | 16,070 | $584K | 0.0% | -9.2% | 0.261% | |
1/25/2024 | Strategic Blueprint LLC | 5,829 | $212K | 0.0% | N/A | 0.095% | |
1/24/2024 | Private Trust Co. NA | 2,075 | $75K | 0.0% | -53.2% | 0.034% | |
1/19/2024 | Mainsail Financial Group LLC | 35,290 | $1.23M | 1.0% | +8.7% | 0.574% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 6,357 | $231K | 0.0% | N/A | 0.103% | |
1/17/2024 | IFG Advisory LLC | 6,583 | $239K | 0.0% | N/A | 0.107% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 77,295 | $2.81M | 0.0% | -17.2% | 1.257% | |
1/16/2024 | Raymond James & Associates | 36,866 | $1.34M | 0.0% | +12.6% | 0.599% | |
1/11/2024 | OneAscent Financial Services LLC | 13,096 | $476K | 0.1% | +14.5% | 0.213% | |
1/8/2024 | Walker Asset Management LLC | 5,599 | $203K | 0.1% | N/A | 0.091% | |
11/15/2023 | Integrated Wealth Concepts LLC | 42,185 | $1.39M | 0.0% | +17.0% | 0.649% | |
11/13/2023 | LPL Financial LLC | 266,164 | $8.79M | 0.0% | -2.7% | 4.095% | |
11/13/2023 | Envestnet Asset Management Inc. | 343,069 | $11.33M | 0.0% | -4.9% | 5.278% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 21,765 | $718K | 0.0% | N/A | 0.335% | |
11/9/2023 | UBS Group AG | 80,554 | $2.66M | 0.0% | -8.6% | 1.239% | |
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11/8/2023 | Janney Montgomery Scott LLC | 83,341 | $2.75M | 0.0% | -22.0% | 1.282% | |
11/8/2023 | Atria Wealth Solutions Inc. | 22,770 | $752K | 0.0% | +3.3% | 0.350% | |
11/8/2023 | NewEdge Wealth LLC | 17,698 | $584K | 0.0% | +8.0% | 0.272% | |
11/8/2023 | Avantax Advisory Services Inc. | 56,274 | $1.86M | 0.0% | -1.8% | 0.866% | |
11/7/2023 | ABLE Financial Group LLC | 15,038 | $496K | 0.2% | +54.9% | 0.231% | |
11/1/2023 | Orion Portfolio Solutions LLC | 16,751 | $553K | 0.0% | +30.7% | 0.252% | |
10/31/2023 | AlphaMark Advisors LLC | 1,290 | $43K | 0.0% | +37.2% | 0.019% | |
10/30/2023 | Mainsail Financial Group LLC | 32,473 | $1.05M | 1.0% | +6.2% | 0.488% | |
10/27/2023 | Assetmark Inc. | 30,620 | $1.01M | 0.0% | +131.4% | 0.460% | |
10/27/2023 | Dunhill Financial LLC | 282,617 | $9.28M | 5.9% | +21.0% | 4.250% | |
10/26/2023 | Park Avenue Securities LLC | 13,919 | $459K | 0.0% | +35.5% | 0.209% | |
10/24/2023 | Bank of New York Mellon Corp | 43,204 | $1.43M | 0.0% | +1.8% | 0.650% | |
10/24/2023 | Stratos Wealth Partners LTD. | 6,860 | $226K | 0.0% | +11.8% | 0.103% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 93,339 | $3.08M | 0.0% | -10.1% | 1.404% | |
10/24/2023 | Raymond James & Associates | 32,735 | $1.08M | 0.0% | +60.4% | 0.492% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 43,684 | $1.44M | 0.0% | -16.7% | 0.657% | |
10/23/2023 | Commonwealth Equity Services LLC | 55,863 | $1.84M | 0.0% | -5.0% | 0.840% | |
10/13/2023 | OneAscent Financial Services LLC | 11,440 | $378K | 0.1% | +17.5% | 0.168% | |
10/13/2023 | PFG Advisors | 10,276 | $339K | 0.0% | +8.1% | 0.151% | |
10/13/2023 | Global Retirement Partners LLC | 4,822 | $153K | 0.0% | +750.4% | 0.071% | |
10/12/2023 | IFP Advisors Inc | 14,391 | $475K | 0.0% | -45.5% | 0.212% | |
10/11/2023 | AE Wealth Management LLC | 41,434 | $1.37M | 0.0% | +18.3% | 0.609% | |
10/11/2023 | Vontobel Holding Ltd. | 153,272 | $5.06M | 0.0% | -0.7% | 2.254% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 890 | $29K | 0.0% | N/A | 0.013% | |
8/23/2023 | Dunhill Financial LLC | 233,584 | $7.96M | 5.2% | N/A | 3.135% | |
8/17/2023 | Coppell Advisory Solutions LLC | 61,320 | $2.08M | 0.6% | +3.6% | 0.823% | |
8/14/2023 | Snowden Capital Advisors LLC | 33,348 | $1.15M | 0.0% | -1.6% | 0.448% | |
8/11/2023 | D.A. Davidson & CO. | 15,587 | $537K | 0.0% | -17.9% | 0.209% | |
8/10/2023 | Osaic Holdings Inc. | 200,896 | $6.91M | 0.0% | +2.1% | 2.697% | |
8/10/2023 | Commonwealth Equity Services LLC | 58,825 | $2.03M | 0.0% | -8.9% | 0.790% | |
8/10/2023 | Cetera Advisors LLC | 13,769 | $474K | 0.0% | -6.2% | 0.185% | |
8/10/2023 | Cetera Advisor Networks LLC | 38,097 | $1.31M | 0.0% | +2.7% | 0.511% | |
8/10/2023 | Cetera Investment Advisers | 59,809 | $2.06M | 0.0% | +11.0% | 0.803% | |
8/8/2023 | Kestra Private Wealth Services LLC | 31,512 | $1.09M | 0.0% | -12.2% | 0.423% | |
8/4/2023 | Envestnet Asset Management Inc. | 360,911 | $12.42M | 0.0% | +7.4% | 4.844% | |
8/4/2023 | IFP Advisors Inc | 26,390 | $1.06M | 0.0% | -1.7% | 0.354% | |
8/3/2023 | Atria Wealth Solutions Inc. | 22,039 | $759K | 0.0% | +9.7% | 0.296% | |
8/2/2023 | 1776 Wealth LLC | 13,444 | $463K | 0.2% | -14.2% | 0.180% | |
8/2/2023 | Bank of Montreal Can | 2,260 | $81K | 0.0% | N/A | 0.030% | |
7/31/2023 | LPL Financial LLC | 273,437 | $9.41M | 0.0% | +4.2% | 3.670% | |
7/28/2023 | AlphaMark Advisors LLC | 940 | $32K | 0.0% | +91.8% | 0.013% | |
7/26/2023 | Janney Montgomery Scott LLC | 106,821 | $3.68M | 0.0% | +2.2% | 1.434% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 103,838 | $3.57M | 0.0% | -11.9% | 1.394% | |
7/25/2023 | Raymond James & Associates | 20,413 | $703K | 0.0% | -35.0% | 0.274% | |
7/21/2023 | Mainsail Financial Group LLC | 30,575 | $1.05M | 1.0% | -1.2% | 0.410% | |
7/20/2023 | PFG Advisors | 9,504 | $327K | 0.0% | +3.3% | 0.128% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 5,339 | $184K | 0.0% | -26.1% | 0.072% | |
7/18/2023 | Stratos Wealth Partners LTD. | 6,138 | $211K | 0.0% | N/A | 0.082% | |
7/14/2023 | Park Avenue Securities LLC | 10,271 | $354K | 0.0% | N/A | 0.138% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 52,472 | $1.81M | 0.0% | +9.4% | 0.704% | |
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7/10/2023 | Level Four Advisory Services LLC | 10,331 | $356K | 0.0% | +23.8% | 0.139% | |
7/10/2023 | AE Wealth Management LLC | 35,024 | $1.21M | 0.0% | +6.4% | 0.470% | |
7/10/2023 | OneAscent Financial Services LLC | 9,736 | $335K | 0.1% | +44.3% | 0.131% | |
6/5/2023 | Level Four Advisory Services LLC | 8,344 | $290K | 0.0% | N/A | 0.104% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 47,977 | $1.67M | 0.0% | -2.6% | 0.596% | |
5/11/2023 | Envestnet Asset Management Inc. | 336,172 | $11.68M | 0.0% | -0.4% | 4.176% | |
5/11/2023 | Commonwealth Equity Services LLC | 64,562 | $2.24M | 0.0% | -11.8% | 0.802% | |
5/10/2023 | Gateway Wealth Partners LLC | 6,297 | $219K | 0.0% | N/A | 0.078% | |
5/10/2023 | LPL Financial LLC | 262,430 | $9.12M | 0.0% | +3.8% | 3.260% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 7,220 | $251K | 0.0% | N/A | 0.090% | |