5/9/2024 | Endowment Wealth Management Inc. | 34,338 | $542K | 0.4% | -5.8% | 0.128% | |
5/4/2024 | Geneos Wealth Management Inc. | 2,500 | $39K | 0.0% | -54.5% | 0.009% | |
5/2/2024 | Diversified LLC | 12,941 | $204K | 0.0% | N/A | 0.048% | |
5/1/2024 | StoneX Group Inc. | 186,913 | $2.95M | 0.3% | -6.1% | 0.697% | |
5/1/2024 | Janney Montgomery Scott LLC | 94,998 | $1.50M | 0.0% | -6.5% | 0.354% | |
4/30/2024 | Private Advisor Group LLC | 50,018 | $790K | 0.0% | -9.5% | 0.187% | |
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4/29/2024 | Commonwealth Equity Services LLC | 419,134 | $6.62M | 0.0% | +30.3% | 1.564% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 91,316 | $1.40M | 1.1% | -2.0% | 0.341% | |
4/25/2024 | Capital Investment Advisory Services LLC | 242,032 | $3.82M | 0.4% | +0.4% | 0.882% | |
4/25/2024 | L.M. Kohn & Company | 10,750 | $170K | 0.0% | -25.6% | 0.039% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 104,938 | $1.66M | 0.0% | -6.6% | 0.382% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 17,446 | $275K | 0.1% | -41.2% | 0.064% | |
4/23/2024 | Cherry Creek Investment Advisors Inc. | 12,687 | $200K | 0.1% | -14.2% | 0.046% | |
4/23/2024 | TrueWealth Advisors LLC | 80,968 | $1.28M | 0.5% | -19.4% | 0.295% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 160,768 | $2.54M | 0.0% | -6.7% | 0.586% | |
4/19/2024 | Cornerstone Wealth Management LLC | 56,014 | $884K | 0.1% | -3.3% | 0.204% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 49,276 | $778K | 0.0% | +21.1% | 0.180% | |
4/15/2024 | Elevated Capital Advisors LLC | 79,952 | $1.26M | 0.4% | +5.2% | 0.291% | |
4/11/2024 | International Assets Investment Management LLC | 18,881 | $298K | 0.0% | -13.5% | 0.069% | |
4/5/2024 | NBC Securities Inc. | 4,178 | $65K | 0.0% | -60.0% | 0.014% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 12,699 | $199K | 0.0% | -22.5% | 0.044% | |
2/13/2024 | Cetera Advisor Networks LLC | 404,087 | $6.32M | 0.0% | +135.2% | 1.398% | |
2/12/2024 | StoneX Group Inc. | 198,962 | $3.11M | 0.4% | +4.7% | 0.688% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 112,385 | $1.76M | 0.0% | +1.4% | 0.389% | |
2/9/2024 | L.M. Kohn & Company | 14,450 | $226K | 0.1% | +16.9% | 0.050% | |
2/8/2024 | Janney Montgomery Scott LLC | 101,639 | $1.59M | 0.0% | -6.5% | 0.352% | |
2/7/2024 | Endowment Wealth Management Inc. | 36,439 | $570K | 0.5% | -8.6% | 0.126% | |
2/6/2024 | Private Advisor Group LLC | 55,248 | $865K | 0.0% | -11.3% | 0.191% | |
2/6/2024 | Spire Wealth Management | 3,233 | $50K | 0.0% | +33.9% | 0.011% | |
2/6/2024 | Bellevue Asset Management LLC | 1,703 | $27K | 0.0% | -36.8% | 0.006% | |
2/5/2024 | Flaharty Asset Management LLC | 1,546,350 | $24.20M | 3.8% | +0.7% | 5.351% | |
2/5/2024 | Silver Oak Securities Incorporated | 128,442 | $2.01M | 0.3% | +404.1% | 0.444% | |
2/2/2024 | Atria Wealth Solutions Inc. | 57,435 | $899K | 0.0% | -9.3% | 0.199% | |
2/1/2024 | Larson Financial Group LLC | 43,444 | $680K | 0.1% | -5.6% | 0.150% | |
2/1/2024 | Capital Investment Advisory Services LLC | 240,954 | $3.77M | 0.3% | -0.8% | 0.834% | |
2/1/2024 | Sigma Planning Corp | 40,293 | $631K | 0.0% | -41.3% | 0.139% | |
1/26/2024 | Geneos Wealth Management Inc. | 5,500 | $86K | 0.0% | -49.1% | 0.019% | |
1/25/2024 | International Assets Investment Management LLC | 21,836 | $342K | 0.0% | N/A | 0.076% | |
1/24/2024 | International Assets Investment Management LLC | 341,740 | $5.35M | 0.0% | N/A | 1.182% | |
1/23/2024 | RPg Family Wealth Advisory LLC | 20,450 | $320K | 0.1% | N/A | 0.071% | |
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1/19/2024 | AdvisorNet Financial Inc | 38,510 | $603K | 0.1% | +5.3% | 0.133% | |
1/19/2024 | Realta Investment Advisors | 25,330 | $396K | 0.1% | -20.4% | 0.088% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 172,249 | $2.70M | 0.0% | -2.1% | 0.596% | |
1/16/2024 | Raymond James & Associates | 113,390 | $1.78M | 0.0% | -7.3% | 0.392% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 14,651 | $229K | 0.0% | -75.0% | 0.051% | |
1/10/2024 | Cornerstone Wealth Management LLC | 57,911 | $906K | 0.1% | -1.8% | 0.200% | |
12/6/2023 | Citigroup Inc. | 7,750 | $113K | 0.0% | +287.5% | 0.027% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 16,379 | $239K | 0.0% | N/A | 0.057% | |
11/16/2023 | Harbour Investments Inc. | 243,486 | $3.55M | 0.2% | +1.3% | 0.843% | |
11/13/2023 | Jaffetilchin Investment Partners LLC | 61,043 | $891K | 0.1% | -2.4% | 0.211% | |
11/13/2023 | LPL Financial LLC | 804,357 | $11.74M | 0.0% | -19.1% | 2.783% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 20,409 | $298K | 0.0% | N/A | 0.071% | |
11/13/2023 | Kestra Advisory Services LLC | 123,040 | $1.80M | 0.0% | +4.6% | 0.426% | |
11/9/2023 | UBS Group AG | 220,080 | $3.21M | 0.0% | -6.5% | 0.762% | |
11/8/2023 | Janney Montgomery Scott LLC | 108,669 | $1.59M | 0.0% | -1.4% | 0.376% | |
11/8/2023 | Atria Wealth Solutions Inc. | 63,348 | $925K | 0.0% | -25.1% | 0.219% | |
11/7/2023 | Kingsview Wealth Management LLC | 13,597 | $198K | 0.0% | N/A | 0.047% | |
11/7/2023 | TrueWealth Advisors LLC | 111,787 | $1.63M | 0.7% | +1.0% | 0.387% | |
11/6/2023 | Sigma Planning Corp | 68,608 | $1.00M | 0.0% | -2.6% | 0.237% | |
11/6/2023 | L.M. Kohn & Company | 12,362 | $180K | 0.1% | -14.4% | 0.043% | |
11/6/2023 | Cottonwood Capital Advisors LLC | 94,571 | $1.38M | 1.3% | -11.9% | 0.327% | |
11/4/2023 | NBC Securities Inc. | 10,608 | $154K | 0.0% | N/A | 0.037% | |
11/3/2023 | Larson Financial Group LLC | 46,041 | $672K | 0.1% | +18.2% | 0.159% | |
11/3/2023 | Private Advisor Group LLC | 62,287 | $909K | 0.0% | -3.8% | 0.216% | |
11/2/2023 | Capital Investment Advisory Services LLC | 242,901 | $3.55M | 0.3% | -3.6% | 0.840% | |
10/31/2023 | Endowment Wealth Management Inc. | 39,872 | $582K | 0.5% | -6.8% | 0.138% | |
10/30/2023 | Freedom Wealth Alliance LLC | 23,495 | $343K | 0.6% | +25.7% | 0.081% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 175,990 | $2.57M | 0.0% | +2.1% | 0.609% | |
10/24/2023 | Raymond James & Associates | 122,356 | $1.79M | 0.0% | -0.8% | 0.423% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 110,885 | $1.62M | 0.0% | -4.7% | 0.384% | |
10/23/2023 | Commonwealth Equity Services LLC | 299,558 | $4.37M | 0.0% | +20.0% | 1.037% | |
10/20/2023 | Coastal Investment Advisors Inc. | 31,830 | $463K | 0.1% | -23.1% | 0.110% | |
10/13/2023 | Cherry Creek Investment Advisors Inc. | 14,556 | $212K | 0.1% | -64.0% | 0.050% | |
10/13/2023 | Global Retirement Partners LLC | 8,636 | $123K | 0.0% | -10.4% | 0.030% | |
10/13/2023 | Arkadios Wealth Advisors | 10,958 | $160K | 0.0% | N/A | 0.038% | |
10/12/2023 | AdvisorNet Financial Inc | 36,566 | $534K | 0.0% | +5.1% | 0.127% | |
10/11/2023 | Geneos Wealth Management Inc. | 10,800 | $158K | 0.0% | -8.7% | 0.037% | |
10/11/2023 | AE Wealth Management LLC | 45,706 | $667K | 0.0% | -2.2% | 0.158% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 58,705 | $857K | 0.0% | -16.4% | 0.203% | |
10/5/2023 | QP Wealth Management LLC | 11,616 | $170K | 0.3% | -6.6% | 0.040% | |
9/12/2023 | Farther Finance Advisors LLC | 27,411 | $399K | 0.1% | -16.4% | 0.095% | |
8/18/2023 | Elevated Capital Advisors LLC | 76,109 | $1.11M | 0.4% | -18.6% | 0.263% | |
8/11/2023 | Harvest Investment Services LLC | 117,207 | $1.71M | 1.0% | -3.8% | 0.406% | |
8/11/2023 | Kestra Advisory Services LLC | 117,617 | $1.71M | 0.0% | +1.2% | 0.407% | |
8/11/2023 | Flaharty Asset Management LLC | 1,477,590 | $21.51M | 3.7% | +2.2% | 5.113% | |
8/10/2023 | GeoWealth Management LLC | 70,808 | $1.03M | 0.1% | N/A | 0.245% | |
8/10/2023 | Commonwealth Equity Services LLC | 249,613 | $3.63M | 0.0% | +6.6% | 0.864% | |
8/10/2023 | Private Advisor Group LLC | 64,755 | $943K | 0.0% | +13.9% | 0.224% | |
8/10/2023 | Cetera Advisor Networks LLC | 164,624 | $2.40M | 0.0% | +17.7% | 0.570% | |
8/10/2023 | Cetera Investment Advisers | 21,382 | $311K | 0.0% | +62.1% | 0.074% | |
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8/9/2023 | Coastal Investment Advisors Inc. | 41,385 | $603K | 0.1% | +30.0% | 0.143% | |
8/8/2023 | Geneos Wealth Management Inc. | 11,830 | $172K | 0.0% | +9.5% | 0.041% | |
8/8/2023 | L.M. Kohn & Company | 14,450 | $210K | 0.1% | +26.2% | 0.050% | |
8/7/2023 | Second Half Financial Partners LLC | 39,960 | $582K | 0.1% | N/A | 0.138% | |
8/4/2023 | Cottonwood Capital Advisors LLC | 107,307 | $1.56M | 1.4% | -3.5% | 0.371% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 18,857 | $275K | 0.0% | -16.2% | 0.065% | |
8/4/2023 | IFP Advisors Inc | 28,143 | $546K | 0.0% | -10.3% | 0.097% | |
8/3/2023 | Atria Wealth Solutions Inc. | 84,571 | $1.23M | 0.0% | +56.6% | 0.293% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 70,198 | $1.02M | 0.1% | -1.9% | 0.243% | |
8/3/2023 | RFG Advisory LLC | 15,361 | $224K | 0.0% | +5.6% | 0.053% | |