5/8/2024 | Avantax Advisory Services Inc. | 117,940 | $9.35M | 0.1% | -5.0% | 2.432% | |
5/1/2024 | Janney Montgomery Scott LLC | 90,151 | $7.15M | 0.0% | +1.2% | 1.859% | |
4/30/2024 | Private Advisor Group LLC | 43,972 | $3.49M | 0.0% | -7.6% | 0.907% | |
4/30/2024 | Arkadios Wealth Advisors | 4,738 | $376K | 0.0% | -21.6% | 0.098% | |
4/29/2024 | Commonwealth Equity Services LLC | 40,335 | $3.20M | 0.0% | -1.1% | 0.832% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 55,303 | $4.38M | 0.1% | +37.5% | 1.140% | |
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4/25/2024 | Cambridge Investment Research Advisors Inc. | 20,774 | $1.65M | 0.0% | -6.6% | 0.424% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 28,667 | $2.27M | 0.0% | -18.4% | 0.585% | |
4/22/2024 | Raymond James & Associates | 85,700 | $6.79M | 0.0% | +1.2% | 1.749% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 2,539 | $201K | 0.0% | N/A | 0.052% | |
4/12/2024 | First PREMIER Bank | 25,423 | $2.02M | 0.5% | -2.9% | 0.519% | |
4/5/2024 | NBC Securities Inc. | 7,114 | $563K | 0.1% | -8.3% | 0.138% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,390 | $107K | 0.0% | -33.5% | 0.027% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 6,485 | $498K | 0.0% | -19.9% | 0.126% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,705 | $131K | 0.0% | N/A | 0.033% | |
2/13/2024 | Belpointe Asset Management LLC | 5,057 | $388K | 0.0% | N/A | 0.098% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 7,990 | $613K | 0.0% | -3.9% | 0.155% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 22,231 | $1.71M | 0.0% | -20.3% | 0.432% | |
2/9/2024 | D.A. Davidson & CO. | 13,417 | $1.03M | 0.0% | -3.0% | 0.261% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 5,509 | $423K | 0.0% | -28.2% | 0.107% | |
2/9/2024 | UBS Group AG | 266,093 | $20.42M | 0.0% | -9.5% | 5.167% | |
2/8/2024 | Janney Montgomery Scott LLC | 89,061 | $6.83M | 0.0% | -2.5% | 1.729% | |
2/8/2024 | Pacific Sun Financial Corp | 18,581 | $1.43M | 0.9% | -0.8% | 0.361% | |
2/7/2024 | Avantax Advisory Services Inc. | 124,127 | $9.52M | 0.1% | -10.2% | 2.410% | |
2/7/2024 | NBC Securities Inc. | 7,759 | $595K | 0.1% | -9.6% | 0.151% | |
2/6/2024 | Apollon Wealth Management LLC | 2,753 | $211K | 0.0% | N/A | 0.053% | |
2/6/2024 | Private Advisor Group LLC | 47,564 | $3.65M | 0.0% | -3.7% | 0.924% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 40,223 | $3.09M | 0.1% | -8.2% | 0.781% | |
2/6/2024 | Concentrum Wealth Management | 24,464 | $1.88M | 0.1% | +1.9% | 0.475% | |
2/5/2024 | Kestra Private Wealth Services LLC | 2,929 | $225K | 0.0% | -5.5% | 0.057% | |
2/5/2024 | Flaharty Asset Management LLC | 12,528 | $961K | 0.2% | -2.3% | 0.243% | |
2/2/2024 | Truist Financial Corp | 5,558 | $426K | 0.0% | -7.0% | 0.108% | |
2/2/2024 | Atria Wealth Solutions Inc. | 2,833 | $217K | 0.0% | N/A | 0.055% | |
2/2/2024 | Bfsg LLC | 457 | $35K | 0.0% | N/A | 0.009% | |
2/1/2024 | Sigma Planning Corp | 10,225 | $785K | 0.1% | -38.8% | 0.199% | |
1/31/2024 | J.W. Cole Advisors Inc. | 8,131 | $624K | 0.0% | +6.2% | 0.158% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 16,322 | $1.25M | 0.0% | -10.6% | 0.317% | |
1/29/2024 | NewEdge Wealth LLC | 14,578 | $1.12M | 0.0% | -3.7% | 0.283% | |
1/29/2024 | Perigon Wealth Management LLC | 19,500 | $1.50M | 0.0% | N/A | 0.379% | |
1/25/2024 | International Assets Investment Management LLC | 9,502 | $729K | 0.0% | N/A | 0.183% | |
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1/24/2024 | Stratos Wealth Partners LTD. | 7,644 | $587K | 0.0% | -4.2% | 0.147% | |
1/24/2024 | Arkadios Wealth Advisors | 6,045 | $464K | 0.0% | -3.7% | 0.116% | |
1/24/2024 | International Assets Investment Management LLC | 729,067 | $55.94M | 0.0% | N/A | 14.021% | |
1/23/2024 | Insight Advisors LLC PA | 3,010 | $231K | 0.0% | N/A | 0.058% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 339 | $26K | 0.0% | -57.9% | 0.007% | |
1/18/2024 | WealthCare Investment Partners LLC | 14,917 | $1.13M | 0.6% | -0.9% | 0.287% | |
1/17/2024 | First PREMIER Bank | 26,185 | $2.01M | 0.6% | -1.5% | 0.504% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 35,133 | $2.70M | 0.0% | -10.3% | 0.676% | |
1/16/2024 | Raymond James & Associates | 84,645 | $6.50M | 0.0% | -5.6% | 1.628% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 7,949 | $610K | 0.1% | -2.1% | 0.151% | |
1/10/2024 | Cornerstone Wealth Management LLC | 6,688 | $513K | 0.0% | -14.8% | 0.127% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 8,096 | $549K | 0.0% | +6.8% | 0.149% | |
11/16/2023 | Harbour Investments Inc. | 4,753 | $323K | 0.0% | -4.4% | 0.087% | |
11/13/2023 | Stifel Financial Corp | 50,660 | $3.44M | 0.0% | -24.8% | 0.930% | |
11/13/2023 | Mariner LLC | 41,454 | $2.81M | 0.0% | -6.7% | 0.761% | |
11/13/2023 | LPL Financial LLC | 261,642 | $17.76M | 0.0% | -6.0% | 4.801% | |
11/13/2023 | Kestra Advisory Services LLC | 55,811 | $3.79M | 0.0% | +11.3% | 1.024% | |
11/13/2023 | PNC Financial Services Group Inc. | 2,090 | $142K | 0.0% | -8.7% | 0.038% | |
11/9/2023 | UBS Group AG | 293,898 | $19.94M | 0.0% | -5.8% | 5.393% | |
11/8/2023 | Concentrum Wealth Management | 24,011 | $1.63M | 0.1% | +6.7% | 0.441% | |
11/8/2023 | Janney Montgomery Scott LLC | 91,357 | $6.20M | 0.0% | -6.4% | 1.676% | |
11/8/2023 | NewEdge Wealth LLC | 15,139 | $1.03M | 0.0% | +67.8% | 0.278% | |
11/8/2023 | Banco Santander S.A. | 4,190 | $284K | 0.0% | -11.8% | 0.077% | |
11/8/2023 | Avantax Advisory Services Inc. | 138,275 | $9.38M | 0.1% | -11.1% | 2.537% | |
11/8/2023 | Moors & Cabot Inc. | 6,649 | $451K | 0.0% | -8.5% | 0.122% | |
11/7/2023 | Atria Investments Inc | 15,595 | $1.06M | 0.0% | -12.8% | 0.286% | |
11/7/2023 | Cornerstone Wealth Management LLC | 7,846 | $533K | 0.1% | -4.8% | 0.144% | |
11/6/2023 | Sigma Planning Corp | 16,694 | $1.13M | 0.0% | -6.3% | 0.306% | |
11/4/2023 | NBC Securities Inc. | 8,580 | $582K | 0.1% | N/A | 0.157% | |
11/3/2023 | Private Advisor Group LLC | 49,367 | $3.35M | 0.0% | -4.1% | 0.889% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 39,148 | $2.66M | 0.0% | -8.9% | 0.705% | |
10/24/2023 | Raymond James & Associates | 89,706 | $6.09M | 0.0% | -12.8% | 1.616% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 27,879 | $1.89M | 0.0% | -2.8% | 0.502% | |
10/23/2023 | Commonwealth Equity Services LLC | 42,173 | $2.86M | 0.0% | -8.5% | 0.760% | |
10/12/2023 | IFP Advisors Inc | 1,442 | $98K | 0.0% | -13.3% | 0.026% | |
10/11/2023 | AE Wealth Management LLC | 10,127 | $687K | 0.0% | -20.7% | 0.181% | |
10/10/2023 | WealthCare Investment Partners LLC | 15,051 | $1.02M | 0.6% | +2.3% | 0.269% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 805 | $55K | 0.0% | N/A | 0.014% | |
8/14/2023 | Snowden Capital Advisors LLC | 10,433 | $749K | 0.0% | -4.7% | 0.178% | |
8/14/2023 | Guardian Wealth Advisors LLC NC | 4,625 | $332K | 0.1% | -7.6% | 0.079% | |
8/11/2023 | Kestra Advisory Services LLC | 50,154 | $3.60M | 0.0% | +6.8% | 0.857% | |
8/11/2023 | Flaharty Asset Management LLC | 13,155 | $944K | 0.2% | -17.6% | 0.225% | |
8/10/2023 | Osaic Holdings Inc. | 63,276 | $4.43M | 0.0% | -12.3% | 1.082% | |
8/10/2023 | Commonwealth Equity Services LLC | 46,094 | $3.31M | 0.0% | -5.2% | 0.788% | |
8/10/2023 | Private Advisor Group LLC | 51,496 | $3.70M | 0.0% | -7.3% | 0.880% | |
8/10/2023 | Cetera Advisor Networks LLC | 14,493 | $1.04M | 0.0% | -10.0% | 0.248% | |
8/10/2023 | Cetera Investment Advisers | 39,902 | $2.86M | 0.0% | -13.6% | 0.682% | |
8/9/2023 | Flow Traders U.S. LLC | 18,935 | $1.36M | 0.1% | N/A | 0.324% | |
8/8/2023 | Concentrum Wealth Management | 22,502 | $1.62M | 1.0% | +0.9% | 0.385% | |
8/4/2023 | Envestnet Asset Management Inc. | 20,395 | $1.46M | 0.0% | +19.3% | 0.349% | |
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8/3/2023 | Atria Wealth Solutions Inc. | 2,833 | $203K | 0.0% | -28.2% | 0.048% | |
8/3/2023 | Larson Financial Group LLC | 343 | $25K | 0.0% | -32.3% | 0.006% | |
8/3/2023 | CWM LLC | 10,423 | $748K | 0.0% | -5.0% | 0.178% | |
8/2/2023 | 1776 Wealth LLC | 7,959 | $571K | 0.3% | +10.9% | 0.136% | |
8/2/2023 | Sigma Planning Corp | 17,819 | $1.28M | 0.0% | -39.2% | 0.305% | |
8/1/2023 | Truist Financial Corp | 5,998 | $431K | 0.0% | -7.5% | 0.103% | |
7/31/2023 | LPL Financial LLC | 278,344 | $19.98M | 0.0% | +1.2% | 4.758% | |
7/28/2023 | Capital Investment Advisory Services LLC | 5,030 | $361K | 0.0% | N/A | 0.085% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 7,577 | $544K | 0.0% | -8.3% | 0.127% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 8,485 | $609K | 0.1% | +2.1% | 0.143% | |