5/8/2024 | Great Diamond Partners LLC | 18,629 | $1.01M | 0.2% | -4.0% | 0.086% | |
5/7/2024 | PFG Advisors | 19,635 | $1.06M | 0.1% | -7.7% | 0.091% | |
5/6/2024 | Gill Capital Partners LLC | 3,855 | $200K | 0.1% | -36.2% | 0.018% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 41,810 | $2.26M | 1.2% | -4.8% | 0.193% | |
5/1/2024 | Janney Montgomery Scott LLC | 121,683 | $6.57M | 0.0% | -24.4% | 0.561% | |
5/1/2024 | Retirement Group LLC | 1,925 | $104K | 0.0% | -59.3% | 0.009% | |
|
4/30/2024 | J.W. Cole Advisors Inc. | 6,953 | $375K | 0.0% | +9.8% | 0.032% | |
4/29/2024 | Commonwealth Equity Services LLC | 329,927 | $17.80M | 0.0% | -10.9% | 1.522% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 29,751 | $1.61M | 0.0% | -5.8% | 0.137% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 99,928 | $5.39M | 0.0% | -28.2% | 0.461% | |
4/22/2024 | Strategic Financial Concepts LLC | 8,350 | $450K | 0.1% | N/A | 0.039% | |
4/22/2024 | PFG Investments LLC | 10,831 | $584K | 0.0% | +115.4% | 0.050% | |
4/22/2024 | Raymond James & Associates | 131,185 | $7.08M | 0.0% | -7.7% | 0.605% | |
4/18/2024 | BKM Wealth Management LLC | 11,686 | $630K | 0.3% | -4.4% | 0.054% | |
4/16/2024 | Hengehold Capital Management LLC | 5,501 | $297K | 0.0% | +40.0% | 0.025% | |
4/16/2024 | Cypress Wealth Services LLC | 17,287 | $933K | 0.2% | -30.3% | 0.080% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 16,223 | $875K | 0.0% | +3.6% | 0.075% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 69,065 | $3.73M | 0.1% | +9.7% | 0.291% | |
4/5/2024 | NBC Securities Inc. | 2,815 | $151K | 0.0% | -6.6% | 0.012% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 27,195 | $1.47M | 0.2% | +24.3% | 0.115% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,970 | $152K | 0.0% | +204.6% | 0.013% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 31,115 | $1.60M | 0.0% | +1.3% | 0.131% | |
2/12/2024 | Parallel Advisors LLC | 3,250 | $167K | 0.0% | N/A | 0.014% | |
2/9/2024 | Advisory Services Network LLC | 3,930 | $201K | 0.0% | N/A | 0.017% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 31,577 | $1.62M | 0.0% | -2.0% | 0.133% | |
2/9/2024 | JPL Wealth Management LLC | 28,373 | $1.45M | 1.0% | N/A | 0.120% | |
2/9/2024 | Central Valley Advisors LLC | 4,800 | $246K | 0.1% | N/A | 0.020% | |
2/9/2024 | D.A. Davidson & CO. | 23,332 | $1.20M | 0.0% | -2.2% | 0.098% | |
2/9/2024 | Wells Fargo & Company MN | 871,337 | $44.67M | 0.0% | +0.9% | 3.675% | |
2/9/2024 | UBS Group AG | 434,101 | $22.25M | 0.0% | -3.2% | 1.831% | |
2/8/2024 | Meridian Wealth Management LLC | 41,116 | $2.11M | 0.1% | N/A | 0.173% | |
2/8/2024 | Beacon Pointe Advisors LLC | 7,364 | $378K | 0.0% | -7.6% | 0.031% | |
2/8/2024 | Janney Montgomery Scott LLC | 160,957 | $8.25M | 0.0% | -8.8% | 0.679% | |
2/7/2024 | Great Diamond Partners LLC | 19,405 | $995K | 0.2% | +6.8% | 0.082% | |
2/6/2024 | Simmons Bank | 4,183 | $214K | 0.0% | -50.4% | 0.018% | |
2/6/2024 | Apollon Wealth Management LLC | 33,616 | $1.72M | 0.1% | +35.4% | 0.142% | |
2/6/2024 | Private Advisor Group LLC | 12,707 | $651K | 0.0% | +52.7% | 0.054% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 15,653 | $802K | 0.0% | +1.8% | 0.066% | |
2/6/2024 | Spire Wealth Management | 790 | $40K | 0.0% | +42.3% | 0.003% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 650 | $33K | 0.0% | N/A | 0.003% | |
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2/5/2024 | Del Sette Capital Management LLC | 359,816 | $18.44M | 16.2% | +18.0% | 1.518% | |
2/2/2024 | Truist Financial Corp | 18,165 | $931K | 0.0% | -4.9% | 0.077% | |
2/2/2024 | Atria Wealth Solutions Inc. | 22,236 | $1.14M | 0.0% | +2.5% | 0.094% | |
1/31/2024 | J.W. Cole Advisors Inc. | 6,334 | $325K | 0.0% | +36.3% | 0.027% | |
1/30/2024 | Tyche Wealth Partners LLC | 6,157 | $316K | 0.1% | N/A | 0.026% | |
1/30/2024 | Investors Research Corp | 21,799 | $1.12M | 0.3% | -2.1% | 0.092% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 43,898 | $2.25M | 1.4% | -3.0% | 0.185% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 2,975 | $152K | 0.0% | N/A | 0.013% | |
1/26/2024 | Geneos Wealth Management Inc. | 2,147 | $110K | 0.0% | -70.6% | 0.009% | |
1/24/2024 | Allworth Financial LP | 24,644 | $1.26M | 0.0% | -10.1% | 0.104% | |
1/19/2024 | PFG Advisors | 21,273 | $1.09M | 0.1% | -27.0% | 0.090% | |
1/19/2024 | Hengehold Capital Management LLC | 3,930 | $201K | 0.0% | N/A | 0.017% | |
1/17/2024 | PFG Investments LLC | 5,028 | $258K | 0.0% | -7.0% | 0.021% | |
1/17/2024 | Heartwood Wealth Advisors LLC | 21,882 | $1.12M | 0.1% | -10.6% | 0.092% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 139,176 | $7.13M | 0.0% | -21.0% | 0.587% | |
1/16/2024 | Raymond James & Associates | 142,153 | $7.29M | 0.0% | -24.5% | 0.600% | |
1/11/2024 | Cypress Wealth Services LLC | 24,791 | $1.27M | 0.3% | -15.7% | 0.105% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 62,930 | $3.25M | 0.1% | N/A | 0.265% | |
1/11/2024 | BKM Wealth Management LLC | 12,223 | $627K | 0.0% | N/A | 0.052% | |
1/9/2024 | DB Wealth Management Group LLC | 8,868 | $455K | 0.3% | -25.3% | 0.037% | |
1/8/2024 | Gill Capital Partners LLC | 6,039 | $310K | 0.1% | -13.6% | 0.025% | |
11/16/2023 | Harbour Investments Inc. | 6,195 | $291K | 0.0% | +9.6% | 0.026% | |
11/15/2023 | Integrated Wealth Concepts LLC | 46,214 | $2.17M | 0.0% | +0.7% | 0.195% | |
11/15/2023 | Dana Investment Advisors Inc. | 4,720 | $222K | 0.0% | -23.3% | 0.020% | |
11/14/2023 | Tower Research Capital LLC TRC | 8,248 | $388K | 0.0% | +114.0% | 0.035% | |
11/13/2023 | Stifel Financial Corp | 60,022 | $2.82M | 0.0% | -17.6% | 0.253% | |
11/13/2023 | Mariner LLC | 10,364 | $487K | 0.0% | +3.0% | 0.044% | |
11/13/2023 | Visionary Wealth Advisors | 5,763 | $271K | 0.0% | -66.8% | 0.024% | |
11/13/2023 | LPL Financial LLC | 272,174 | $12.80M | 0.0% | -3.5% | 1.148% | |
11/13/2023 | Madden Advisory Services Inc. | 16,283 | $766K | 0.5% | +4.6% | 0.069% | |
11/9/2023 | DB Wealth Management Group LLC | 11,868 | $558K | 0.4% | -58.5% | 0.050% | |
11/9/2023 | UBS Group AG | 448,667 | $21.10M | 0.0% | -2.6% | 1.892% | |
11/8/2023 | Janney Montgomery Scott LLC | 176,512 | $8.30M | 0.0% | +4.8% | 0.744% | |
11/8/2023 | Atria Wealth Solutions Inc. | 21,693 | $1.02M | 0.0% | +1.3% | 0.091% | |
11/6/2023 | Keystone Financial Group | 7,559 | $356K | 0.1% | -3.8% | 0.032% | |
11/6/2023 | Briaud Financial Planning Inc | 1,000 | $47K | 0.0% | N/A | 0.004% | |
11/4/2023 | NBC Securities Inc. | 3,015 | $141K | 0.0% | N/A | 0.013% | |
11/2/2023 | Capital Investment Advisory Services LLC | 947 | $45K | 0.0% | N/A | 0.004% | |
11/1/2023 | Investors Research Corp | 22,266 | $1.05M | 0.3% | -12.4% | 0.094% | |
11/1/2023 | Money Concepts Capital Corp | 32,425 | $1.53M | 0.2% | +1.9% | 0.137% | |
10/31/2023 | Allworth Financial LP | 27,404 | $1.29M | 0.0% | -1.8% | 0.116% | |
10/30/2023 | Del Sette Capital Management LLC | 305,045 | $14.35M | 14.1% | -0.7% | 1.287% | |
10/30/2023 | Joseph P. Lucia & Associates LLC | 45,259 | $2.13M | 0.9% | -1.9% | 0.191% | |
10/27/2023 | TIAA Trust National Association | 4,270 | $201K | 0.0% | N/A | 0.018% | |
10/25/2023 | Farmers & Merchants Investments Inc. | 735 | $35K | 0.0% | -61.8% | 0.003% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 176,201 | $8.29M | 0.0% | +0.9% | 0.743% | |
10/24/2023 | Raymond James & Associates | 188,348 | $8.86M | 0.0% | -1.6% | 0.794% | |
10/23/2023 | Commonwealth Equity Services LLC | 385,736 | $18.14M | 0.0% | -0.5% | 1.627% | |
10/17/2023 | Heartwood Wealth Advisors LLC | 24,487 | $1.15M | 0.2% | -7.5% | 0.103% | |
10/13/2023 | PFG Advisors | 29,128 | $1.37M | 0.1% | -3.1% | 0.123% | |
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10/13/2023 | Cypress Wealth Services LLC | 29,392 | $1.38M | 0.4% | +0.9% | 0.124% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 15,369 | $723K | 0.0% | -13.2% | 0.065% | |
10/12/2023 | Hibernia Wealth Partners LLC | 3,988 | $188K | 0.1% | N/A | 0.017% | |
10/10/2023 | National Bank of Canada FI | 2,886 | $132K | 0.0% | -15.5% | 0.012% | |
10/10/2023 | BTS Asset Management Inc. | 5,185 | $244K | 0.2% | -6.4% | 0.022% | |
8/15/2023 | Cahill Financial Advisors Inc. | 35,903 | $1.79M | 0.3% | +7.0% | 0.151% | |
8/14/2023 | United Capital Financial Advisers LLC | 348,486 | $17.41M | 0.1% | +0.2% | 1.470% | |
8/14/2023 | Investors Research Corp | 25,426 | $1.27M | 0.3% | -9.8% | 0.107% | |
8/11/2023 | Visionary Wealth Advisors | 17,356 | $867K | 0.1% | -50.8% | 0.073% | |
8/10/2023 | Osaic Holdings Inc. | 54,137 | $2.70M | 0.0% | -34.2% | 0.228% | |