5/9/2024 | Kingsview Wealth Management LLC | 43,931 | $3.32M | 0.1% | +6.2% | 0.966% | |
5/9/2024 | Koshinski Asset Management Inc. | 3,400 | $257K | 0.0% | -50.7% | 0.075% | |
5/8/2024 | Avantax Advisory Services Inc. | 3,122 | $236K | 0.0% | -7.7% | 0.069% | |
5/7/2024 | KCM Investment Advisors LLC | 38,618 | $2.92M | 0.1% | -2.5% | 0.849% | |
5/1/2024 | Janney Montgomery Scott LLC | 10,811 | $817K | 0.0% | +1.4% | 0.238% | |
4/29/2024 | Commonwealth Equity Services LLC | 39,825 | $3.01M | 0.0% | -6.3% | 0.875% | |
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4/29/2024 | Benjamin F. Edwards & Company Inc. | 66,878 | $5.06M | 0.1% | -11.1% | 1.470% | |
4/25/2024 | MTM Investment Management LLC | 18,130 | $1.37M | 0.6% | -2.4% | 0.403% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 79,343 | $6.00M | 0.0% | -6.1% | 1.763% | |
4/19/2024 | PCG Wealth Advisors LLC | 27,699 | $2.09M | 1.0% | N/A | 0.616% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 23,278 | $1.76M | 0.0% | +16.8% | 0.517% | |
4/12/2024 | Wealth Management Partners LLC | 35,857 | $2.71M | 1.4% | -3.1% | 0.797% | |
4/12/2024 | Purus Wealth Management LLC | 9,739 | $736K | 0.4% | -2.4% | 0.216% | |
4/11/2024 | Clarus Wealth Advisors | 9,002 | $658K | 0.4% | -13.5% | 0.200% | |
4/9/2024 | Monterey Private Wealth Inc. | 2,903 | $219K | 0.1% | N/A | 0.067% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 3,839 | $262K | 0.0% | +9.3% | 0.086% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 87,153 | $5.94M | 0.0% | +153.7% | 1.958% | |
2/9/2024 | Wells Fargo & Company MN | 589,895 | $40.18M | 0.0% | +116.7% | 13.256% | |
2/9/2024 | UBS Group AG | 315,443 | $21.49M | 0.0% | +3.0% | 7.089% | |
2/8/2024 | Financial Advocates Investment Management | 3,314 | $226K | 0.0% | -4.9% | 0.074% | |
2/8/2024 | Kingsview Wealth Management LLC | 41,364 | $2.82M | 0.1% | +34.4% | 0.930% | |
2/8/2024 | Janney Montgomery Scott LLC | 10,661 | $726K | 0.0% | +14.7% | 0.240% | |
2/7/2024 | Avantax Advisory Services Inc. | 3,382 | $230K | 0.0% | N/A | 0.076% | |
2/6/2024 | Private Advisor Group LLC | 45,629 | $3.11M | 0.0% | +0.8% | 1.025% | |
2/6/2024 | ARS Wealth Advisors Group LLC | 9,409 | $641K | 0.1% | -9.7% | 0.211% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 75,269 | $5.13M | 0.1% | -8.5% | 1.691% | |
2/2/2024 | Atria Wealth Solutions Inc. | 25,704 | $1.75M | 0.0% | +3.3% | 0.578% | |
2/1/2024 | Element Wealth LLC | 6,212 | $423K | 0.3% | -4.7% | 0.140% | |
2/1/2024 | Sigma Planning Corp | 3,537 | $241K | 0.0% | -45.1% | 0.079% | |
1/29/2024 | Koshinski Asset Management Inc. | 6,890 | $469K | 0.1% | N/A | 0.155% | |
1/29/2024 | Braun Bostich & Associates Inc. | 14,934 | $1.02M | 0.9% | N/A | 0.336% | |
1/25/2024 | International Assets Investment Management LLC | 13,624 | $928K | 0.0% | -11.8% | 0.306% | |
1/25/2024 | RiverTree Advisors LLC | 15,631 | $1.07M | 0.7% | N/A | 0.351% | |
1/24/2024 | Venture Visionary Partners LLC | 3,000 | $204K | 0.0% | N/A | 0.067% | |
1/24/2024 | International Assets Investment Management LLC | 13,624 | $928K | 0.0% | -11.8% | 0.306% | |
1/22/2024 | Clarus Wealth Advisors | 10,410 | $690K | 0.4% | N/A | 0.231% | |
1/18/2024 | Global Retirement Partners LLC | 8,298 | $548K | 0.0% | +687.3% | 0.184% | |
1/17/2024 | Keystone Wealth Services LLC | 4,198 | $286K | 0.1% | -4.5% | 0.093% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 84,504 | $5.76M | 0.0% | +18.5% | 1.878% | |
1/16/2024 | Raymond James & Associates | 12,415 | $846K | 0.0% | -73.3% | 0.276% | |
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1/12/2024 | Mutual Advisors LLC | 3,997 | $272K | 0.0% | -19.3% | 0.090% | |
1/10/2024 | Wealth Management Partners LLC | 36,986 | $2.52M | 1.4% | -1.8% | 0.831% | |
1/9/2024 | Purus Wealth Management LLC | 9,977 | $680K | 0.4% | -2.3% | 0.224% | |
11/13/2023 | Stifel Financial Corp | 31,427 | $1.91M | 0.0% | -7.6% | 0.676% | |
11/13/2023 | LPL Financial LLC | 537,997 | $32.66M | 0.0% | +5.5% | 11.570% | |
11/13/2023 | Kestra Advisory Services LLC | 27,306 | $1.66M | 0.0% | +4.1% | 0.587% | |
11/13/2023 | PNC Financial Services Group Inc. | 482 | $29K | 0.0% | -42.9% | 0.010% | |
11/9/2023 | UBS Group AG | 306,126 | $18.58M | 0.0% | -0.4% | 6.583% | |
11/8/2023 | Element Wealth LLC | 6,519 | $396K | 0.3% | -2.6% | 0.140% | |
11/8/2023 | Atria Wealth Solutions Inc. | 24,893 | $1.51M | 0.0% | +4.1% | 0.535% | |
11/8/2023 | Stonebridge Financial Planning Group LLC | 7,450 | $452K | 0.3% | -3.9% | 0.160% | |
11/7/2023 | Kingsview Wealth Management LLC | 30,775 | $1.87M | 0.1% | -54.1% | 0.662% | |
11/7/2023 | Alpha Omega Group Inc. | 3,354 | $204K | 0.4% | -15.2% | 0.072% | |
11/7/2023 | Cornerstone Wealth Management LLC | 5,933 | $360K | 0.0% | -22.8% | 0.128% | |
11/4/2023 | NBC Securities Inc. | 608 | $36K | 0.0% | N/A | 0.013% | |
11/3/2023 | Private Advisor Group LLC | 45,278 | $2.75M | 0.0% | +4.8% | 0.984% | |
10/27/2023 | Assetmark Inc. | 11,194 | $679K | 0.0% | N/A | 0.246% | |
10/27/2023 | First Horizon Advisors Inc. | 546 | $33K | 0.0% | N/A | 0.012% | |
10/25/2023 | Wealth Management Partners LLC | 37,645 | $2.29M | 1.4% | N/A | 0.827% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 71,339 | $4.33M | 0.0% | -0.3% | 1.568% | |
10/24/2023 | Raymond James & Associates | 46,572 | $2.83M | 0.0% | +8.5% | 1.024% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 34,350 | $2.09M | 0.0% | -24.0% | 0.755% | |
10/23/2023 | Commonwealth Equity Services LLC | 41,072 | $2.49M | 0.0% | -0.8% | 0.913% | |
10/11/2023 | Ignite Planners LLC | 4,348 | $257K | 0.1% | -15.2% | 0.100% | |
10/10/2023 | International Assets Investment Management LLC | 15,446 | $938K | 0.1% | N/A | 0.355% | |
10/10/2023 | Savior LLC | 1,828 | $111K | 0.8% | -85.2% | 0.042% | |
10/4/2023 | International Assets Investment Management LLC | 15,446 | $938K | 0.1% | N/A | 0.372% | |
8/11/2023 | Kestra Advisory Services LLC | 26,237 | $1.70M | 0.0% | -6.3% | 0.632% | |
8/11/2023 | D.A. Davidson & CO. | 8,642 | $560K | 0.0% | -3.5% | 0.208% | |
8/10/2023 | Osaic Holdings Inc. | 65,511 | $4.25M | 0.0% | +23.2% | 1.579% | |
8/10/2023 | Commonwealth Equity Services LLC | 41,383 | $2.68M | 0.0% | -2.6% | 0.997% | |
8/10/2023 | Private Advisor Group LLC | 43,198 | $2.80M | 0.0% | -13.6% | 1.041% | |
8/4/2023 | Envestnet Asset Management Inc. | 22,084 | $1.43M | 0.0% | +1.0% | 0.532% | |
8/3/2023 | Atria Wealth Solutions Inc. | 23,902 | $1.55M | 0.0% | +23.9% | 0.576% | |
8/2/2023 | Sigma Planning Corp | 6,396 | $414K | 0.0% | -9.5% | 0.154% | |
7/31/2023 | LPL Financial LLC | 509,770 | $33.02M | 0.0% | -1.3% | 12.284% | |
7/31/2023 | Mutual Advisors LLC | 4,946 | $320K | 0.0% | -42.8% | 0.119% | |
7/26/2023 | Janney Montgomery Scott LLC | 9,416 | $610K | 0.0% | -3.1% | 0.230% | |
7/26/2023 | Braun Bostich & Associates Inc. | 13,312 | $862K | 1.8% | +2.1% | 0.325% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 71,566 | $4.64M | 0.0% | +1.0% | 1.746% | |
7/25/2023 | Raymond James & Associates | 42,922 | $2.78M | 0.0% | -7.6% | 1.047% | |
7/21/2023 | Purus Wealth Management LLC | 10,211 | $661K | 0.4% | -58.1% | 0.249% | |
7/18/2023 | ARS Wealth Advisors Group LLC | 10,543 | $683K | 0.1% | -24.8% | 0.257% | |
7/18/2023 | Stratos Wealth Partners LTD. | 6,965 | $451K | 0.0% | +3.9% | 0.170% | |
7/13/2023 | Dominguez Wealth Management Solutions Inc. | 8,278 | $536K | 0.5% | +3.7% | 0.204% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 45,192 | $2.93M | 0.0% | +460.8% | 1.116% | |
7/11/2023 | Worth Asset Management LLC | 1,590 | $103K | 0.1% | -27.8% | 0.039% | |
7/7/2023 | Savior LLC | 12,380 | $802K | 3.2% | -92.6% | 0.306% | |
5/11/2023 | Financial Advocates Investment Management | 3,818 | $227K | 0.0% | -7.4% | 0.091% | |
5/11/2023 | Commonwealth Equity Services LLC | 42,497 | $2.53M | 0.0% | -3.9% | 1.012% | |
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5/10/2023 | Private Advisor Group LLC | 50,024 | $2.98M | 0.0% | N/A | 1.191% | |
5/10/2023 | LPL Financial LLC | 516,619 | $30.73M | 0.0% | -1.7% | 12.300% | |
5/9/2023 | Tower Research Capital LLC TRC | 6,800 | $405K | 0.0% | -15.4% | 0.162% | |
5/4/2023 | Stonebridge Financial Planning Group LLC | 8,000 | $476K | 0.3% | -6.4% | 0.190% | |
5/2/2023 | Braun Bostich & Associates Inc. | 13,034 | $775K | 1.8% | +6.9% | 0.310% | |
4/28/2023 | Janney Montgomery Scott LLC | 9,719 | $578K | 0.0% | +6.6% | 0.231% | |
4/27/2023 | Stratos Wealth Partners LTD. | 6,703 | $399K | 0.0% | -7.1% | 0.160% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 65,523 | $3.90M | 0.2% | +6.5% | 1.560% | |
4/25/2023 | Geneos Wealth Management Inc. | 1,901 | $113K | 0.0% | -36.6% | 0.045% | |
4/21/2023 | Kowal Investment Group LLC | 3,558 | $212K | 0.1% | N/A | 0.086% | |