5/9/2024 | Kingsview Wealth Management LLC | 20,147 | $1.41M | 0.0% | +5.2% | 0.393% | |
5/8/2024 | Avantax Advisory Services Inc. | 46,532 | $3.25M | 0.0% | -5.7% | 0.907% | |
5/7/2024 | PFG Advisors | 4,628 | $324K | 0.0% | N/A | 0.090% | |
5/7/2024 | Wealthspire Advisors LLC | 56,810 | $3.97M | 0.1% | -11.7% | 1.107% | |
5/1/2024 | Resonant Capital Advisors LLC | 191,447 | $13.39M | 1.1% | +4.8% | 3.732% | |
5/1/2024 | Janney Montgomery Scott LLC | 48,359 | $3.38M | 0.0% | -0.5% | 0.943% | |
|
5/1/2024 | Worth Financial Advisory Group LLC | 50,739 | $3.55M | 2.5% | +7.2% | 0.989% | |
5/1/2024 | McCarthy & Cox | 61,338 | $4.29M | 1.6% | N/A | 1.196% | |
4/30/2024 | Private Advisor Group LLC | 61,973 | $4.33M | 0.0% | +6.3% | 1.208% | |
4/29/2024 | Commonwealth Equity Services LLC | 88,156 | $6.16M | 0.0% | +187.8% | 1.718% | |
4/29/2024 | Wealthspan Partners LLC | 6,963 | $487K | 0.3% | +21.6% | 0.136% | |
4/26/2024 | Bogart Wealth LLC | 25,783 | $1.80M | 0.1% | +6.1% | 0.503% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 322,190 | $22.53M | 0.1% | -2.0% | 6.281% | |
4/24/2024 | CENTRAL TRUST Co | 11,861 | $829K | 0.0% | -8.5% | 0.231% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 131,283 | $9.18M | 0.0% | +1.8% | 2.559% | |
4/22/2024 | Raymond James & Associates | 111,434 | $7.79M | 0.0% | -0.5% | 2.172% | |
4/18/2024 | Capital Advisors Ltd. LLC | 851 | $60K | 0.0% | +575.4% | 0.017% | |
4/11/2024 | International Assets Investment Management LLC | 2,981 | $207K | 0.0% | -28.0% | 0.058% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 328,788 | $21.62M | 0.1% | +4.1% | 6.737% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 8,992 | $591K | 0.0% | +74.3% | 0.184% | |
2/8/2024 | Kingsview Wealth Management LLC | 19,156 | $1.26M | 0.0% | -1.5% | 0.393% | |
2/8/2024 | Janney Montgomery Scott LLC | 48,591 | $3.19M | 0.0% | +0.8% | 0.996% | |
2/7/2024 | Avantax Advisory Services Inc. | 49,362 | $3.25M | 0.0% | +3.1% | 1.012% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 24,701 | $1.62M | 0.1% | +4.7% | 0.506% | |
2/7/2024 | Wealthspire Advisors LLC | 64,321 | $4.23M | 0.1% | N/A | 1.318% | |
2/7/2024 | Bogart Wealth LLC | 24,299 | $1.60M | 0.1% | +11.3% | 0.498% | |
2/6/2024 | Private Advisor Group LLC | 58,314 | $3.83M | 0.0% | +7.4% | 1.195% | |
2/6/2024 | Merit Financial Group LLC | 3,400 | $224K | 0.0% | N/A | 0.070% | |
2/5/2024 | Silver Oak Securities Incorporated | 3,979 | $262K | 0.0% | N/A | 0.082% | |
2/1/2024 | CWM LLC | 522 | $34K | 0.0% | N/A | 0.011% | |
1/31/2024 | Resonant Capital Advisors LLC | 182,752 | $12.01M | 1.2% | +6.8% | 3.745% | |
1/30/2024 | Investors Research Corp | 9,392 | $617K | 0.1% | +6.3% | 0.192% | |
1/29/2024 | NewEdge Wealth LLC | 16,877 | $1.11M | 0.0% | -10.6% | 0.346% | |
1/29/2024 | Wealthspan Partners LLC | 5,728 | $377K | 0.3% | +41.2% | 0.117% | |
1/24/2024 | Stratos Wealth Partners LTD. | 12,367 | $813K | 0.0% | N/A | 0.256% | |
1/24/2024 | CENTRAL TRUST Co | 12,957 | $852K | 0.0% | -5.3% | 0.268% | |
1/24/2024 | International Assets Investment Management LLC | 272,246 | $17.90M | 0.0% | N/A | 5.637% | |
1/24/2024 | Breakwater Capital Group | 31,223 | $2.05M | 0.6% | -2.2% | 0.646% | |
1/19/2024 | Worth Financial Advisory Group LLC | 47,311 | $3.11M | 2.5% | +4.3% | 0.980% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 128,964 | $8.48M | 0.0% | +64.6% | 2.670% | |
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1/16/2024 | Raymond James & Associates | 112,048 | $7.37M | 0.0% | +17.4% | 2.320% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 23,585 | $1.38M | 0.1% | +0.9% | 0.532% | |
11/13/2023 | Mariner LLC | 34,270 | $2.00M | 0.0% | N/A | 0.774% | |
11/13/2023 | LPL Financial LLC | 208,365 | $12.18M | 0.0% | +50.2% | 4.703% | |
11/13/2023 | Regal Investment Advisors LLC | 4,760 | $278K | 0.0% | -33.6% | 0.107% | |
11/13/2023 | Kestra Advisory Services LLC | 3,505 | $205K | 0.0% | N/A | 0.079% | |
11/8/2023 | Janney Montgomery Scott LLC | 48,210 | $2.82M | 0.0% | +0.5% | 1.088% | |
11/8/2023 | NewEdge Wealth LLC | 18,875 | $1.10M | 0.0% | +50.3% | 0.426% | |
11/8/2023 | Avantax Advisory Services Inc. | 47,855 | $2.80M | 0.0% | +9.6% | 1.080% | |
11/7/2023 | Kingsview Wealth Management LLC | 19,447 | $1.14M | 0.0% | +4.0% | 0.439% | |
11/6/2023 | Leelyn Smith LLC | 345,127 | $20.17M | 4.9% | -3.6% | 7.791% | |
11/6/2023 | Breakwater Capital Group | 31,917 | $1.76M | 0.6% | +46.3% | 0.720% | |
11/3/2023 | Private Advisor Group LLC | 54,282 | $3.17M | 0.0% | +23.1% | 1.225% | |
10/31/2023 | Resonant Capital Advisors LLC | 171,196 | $10.01M | 1.1% | +1.0% | 3.864% | |
10/30/2023 | Bogart Wealth LLC | 21,836 | $1.28M | 0.1% | N/A | 0.493% | |
10/26/2023 | CENTRAL TRUST Co | 13,675 | $799K | 0.0% | +2.6% | 0.309% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 78,373 | $4.58M | 0.0% | +7.3% | 1.769% | |
10/24/2023 | Raymond James & Associates | 95,472 | $5.58M | 0.0% | -0.9% | 2.155% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 315,918 | $18.46M | 0.1% | +5.1% | 7.131% | |
10/23/2023 | Commonwealth Equity Services LLC | 31,104 | $1.82M | 0.0% | +1.9% | 0.702% | |
10/18/2023 | Secure Asset Management LLC | 4,441 | $260K | 0.1% | +14.7% | 0.102% | |
10/13/2023 | Worth Financial Advisory Group LLC | 45,379 | $2.65M | 2.4% | +6.1% | 1.043% | |
8/24/2023 | Arlington Capital Management Inc. | 6,542 | $407K | 0.4% | N/A | 0.172% | |
8/14/2023 | Investors Research Corp | 8,660 | $538K | 0.1% | +2.7% | 0.228% | |
8/10/2023 | Commonwealth Equity Services LLC | 30,526 | $1.90M | 0.0% | +7.3% | 0.803% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 23,374 | $1.45M | 0.1% | +1.4% | 0.615% | |
8/10/2023 | US Bancorp DE | 1,691 | $105K | 0.0% | +85.0% | 0.045% | |
8/10/2023 | Private Advisor Group LLC | 44,092 | $2.74M | 0.0% | +2.8% | 1.160% | |
8/1/2023 | Merit Financial Group LLC | 5,535 | $344K | 0.0% | N/A | 0.146% | |
7/31/2023 | LPL Financial LLC | 138,748 | $8.63M | 0.0% | +64.9% | 3.651% | |
7/28/2023 | Worth Financial Advisory Group LLC | 42,762 | $2.66M | 2.5% | -1.1% | 1.125% | |
7/28/2023 | First Republic Investment Management Inc. | 3,364 | $209K | 0.0% | -71.4% | 0.089% | |
7/26/2023 | CENTRAL TRUST Co | 13,331 | $829K | 0.0% | +3.2% | 0.351% | |
7/26/2023 | Janney Montgomery Scott LLC | 47,975 | $2.98M | 0.0% | +0.5% | 1.263% | |
7/26/2023 | Channel Wealth LLC | 3,463 | $215K | 0.1% | -7.0% | 0.091% | |
7/26/2023 | Resonant Capital Advisors LLC | 169,534 | $10.54M | 1.1% | +40.3% | 4.461% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 73,064 | $4.54M | 0.0% | +63.1% | 1.923% | |
7/25/2023 | Raymond James & Associates | 96,369 | $5.99M | 0.0% | -15.8% | 2.536% | |
7/24/2023 | Breakwater Capital Group | 21,823 | $1.36M | 0.5% | +49.2% | 0.585% | |
7/20/2023 | International Assets Investment Management LLC | 8,723 | $435K | 0.1% | +12.2% | 0.234% | |
7/13/2023 | Secure Asset Management LLC | 3,871 | $241K | 0.1% | N/A | 0.111% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 300,716 | $18.69M | 0.1% | +5.6% | 8.641% | |
5/11/2023 | Investors Research Corp | 8,433 | $474K | 0.1% | +3.8% | 0.259% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 284,880 | $16.00M | 0.1% | +3.6% | 8.766% | |
5/10/2023 | Private Advisor Group LLC | 42,903 | $2.41M | 0.0% | N/A | 1.320% | |
5/10/2023 | LPL Financial LLC | 84,140 | $4.73M | 0.0% | +3.2% | 2.589% | |
5/9/2023 | Vestmark Advisory Solutions Inc. | 45,586 | $2.56M | 0.1% | -4.2% | 1.403% | |
4/28/2023 | Ameritas Advisory Services LLC | 6,944 | $392K | 0.0% | +25.9% | 0.214% | |
4/28/2023 | Janney Montgomery Scott LLC | 47,717 | $2.68M | 0.0% | -5.7% | 1.468% | |
4/27/2023 | Channel Wealth LLC | 3,724 | $209K | 0.1% | N/A | 0.115% | |
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4/27/2023 | Breakwater Capital Group | 14,631 | $822K | 0.3% | +59.2% | 0.450% | |
4/21/2023 | Resonant Capital Advisors LLC | 120,842 | $6.79M | 0.8% | +8.6% | 3.776% | |
4/20/2023 | Worth Financial Advisory Group LLC | 43,257 | $2.43M | 2.3% | N/A | 1.352% | |
4/19/2023 | International Assets Investment Management LLC | 7,773 | $374K | 0.1% | N/A | 0.243% | |
4/19/2023 | CENTRAL TRUST Co | 12,915 | $725K | 0.0% | +4.9% | 0.404% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 44,793 | $2.52M | 0.0% | -45.9% | 1.400% | |
4/14/2023 | Raymond James & Associates | 114,398 | $6.43M | 0.0% | -11.3% | 3.575% | |
3/1/2023 | Regal Investment Advisors LLC | 8,666 | $451K | 0.0% | -4.1% | 0.264% | |
2/14/2023 | Townsquare Capital LLC | 25,527 | $1.33M | 0.0% | N/A | 0.762% | |
2/13/2023 | Kingsview Wealth Management LLC | 17,082 | $890K | 0.0% | +10.3% | 0.510% | |