4/23/2024 | Twin Peaks Wealth Advisors LLC | 13,907 | $318K | 0.2% | -13.8% | 1.209% | |
4/22/2024 | Raymond James & Associates | 207,152 | $4.74M | 0.0% | -10.5% | 18.013% | |
2/26/2024 | Integrated Advisors Network LLC | 26,079 | $587K | 0.0% | +2.5% | 2.173% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 16,141 | $364K | 0.2% | N/A | 1.345% | |
1/16/2024 | Raymond James & Associates | 231,543 | $5.21M | 0.0% | +48.8% | 19.295% | |
11/8/2023 | Avantax Advisory Services Inc. | 10,153 | $211K | 0.0% | -8.0% | 0.812% | |
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10/27/2023 | Dunhill Financial LLC | 21,299 | $452K | 0.3% | -7.7% | 1.704% | |
10/10/2023 | Savior LLC | 1,785 | $37K | 0.3% | -85.6% | 0.143% | |
8/23/2023 | Dunhill Financial LLC | 23,079 | $495K | 0.3% | N/A | 1.775% | |
8/2/2023 | Capital Asset Advisory Services LLC | 20,806 | $3.55M | 0.2% | +2.1% | 1.600% | |
7/31/2023 | LPL Financial LLC | 77,121 | $1.75M | 0.0% | +33.3% | 5.932% | |
7/25/2023 | Raymond James & Associates | 155,602 | $3.53M | 0.0% | -1.6% | 11.969% | |
7/7/2023 | Savior LLC | 12,426 | $282K | 1.1% | -93.6% | 0.956% | |
5/12/2023 | Capital Asset Advisory Services LLC | 20,376 | $3.01M | 0.2% | N/A | 1.509% | |
5/10/2023 | Resources Investment Advisors LLC. | 27,638 | $669K | 0.0% | -57.4% | 2.047% | |
4/28/2023 | Avantax Advisory Services Inc. | 11,412 | $276K | 0.0% | -8.4% | 0.845% | |
4/19/2023 | International Assets Investment Management LLC | 22,974 | $435K | 0.1% | N/A | 1.702% | |
4/14/2023 | Raymond James & Associates | 158,116 | $3.83M | 0.0% | -29.2% | 11.712% | |
4/6/2023 | Savior LLC | 193,325 | $4.68M | 3.9% | N/A | 14.320% | |
3/6/2023 | OLD Mission Capital LLC | 51,896 | $1.15M | 0.0% | +45.9% | 3.992% | |
2/8/2023 | Raymond James & Associates | 223,266 | $4.96M | 0.0% | -8.4% | 17.174% | |
2/7/2023 | Paul Damon & Associates Inc. | 50,997 | $1.13M | 0.7% | N/A | 3.923% | |
2/7/2023 | LPL Financial LLC | 36,526 | $811K | 0.0% | -49.3% | 2.810% | |
2/2/2023 | Integrated Advisors Network LLC | 25,894 | $575K | 0.0% | +8.4% | 1.992% | |
2/2/2023 | Resources Investment Advisors LLC. | 64,824 | $1.44M | 0.0% | -2.7% | 4.986% | |
2/1/2023 | CWM LLC | 1,375 | $31K | 0.0% | -53.6% | 0.106% | |
11/14/2022 | OLD Mission Capital LLC | 35,568 | $697K | 0.0% | +48.2% | 2.453% | |
11/10/2022 | Strategic Wealth Advisors Group LLC | 10,279 | $202K | 0.0% | N/A | 0.709% | |
11/8/2022 | Resources Investment Advisors LLC. | 66,602 | $1.31M | 0.0% | +19.0% | 4.593% | |
11/8/2022 | Integrated Advisors Network LLC | 23,882 | $468K | 0.0% | +20.0% | 1.647% | |
11/2/2022 | Avantax Advisory Services Inc. | 14,670 | $288K | 0.0% | -6.9% | 1.012% | |
10/27/2022 | CWM LLC | 2,963 | $58K | 0.0% | -24.7% | 0.204% | |
10/25/2022 | Raymond James & Associates | 243,701 | $4.78M | 0.0% | +71.7% | 16.807% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 64,879 | $1.27M | 0.0% | -12.1% | 4.474% | |
8/12/2022 | Integrated Advisors Network LLC | 19,902 | $473K | 0.0% | +24.2% | 1.244% | |
8/8/2022 | Resources Investment Advisors LLC. | 55,952 | $1.33M | 0.1% | +29.2% | 3.497% | |
8/8/2022 | Connectus Wealth LLC | 36,745 | $873K | 0.0% | N/A | 2.297% | |
8/5/2022 | OLD Mission Capital LLC | 24,008 | $570K | 0.0% | -71.0% | 1.501% | |
8/3/2022 | AE Wealth Management LLC | 9,832 | $234K | 0.0% | -29.3% | 0.615% | |
8/2/2022 | Avantax Advisory Services Inc. | 15,757 | $374K | 0.0% | -47.5% | 0.985% | |
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7/28/2022 | CWM LLC | 3,936 | $93K | 0.0% | -40.1% | 0.262% | |
7/19/2022 | Commonwealth Equity Services LLC | 17,441 | $414K | 0.0% | -9.7% | 1.163% | |
7/15/2022 | Activest Wealth Management | 3,147 | $75K | 0.0% | N/A | 0.210% | |
5/5/2022 | Resources Investment Advisors LLC. | 43,291 | $1.13M | 0.0% | -28.1% | 2.886% | |
5/4/2022 | Advisor Group Holdings Inc. | 63,135 | $1.64M | 0.0% | +49.0% | 4.209% | |
5/4/2022 | Commonwealth Equity Services LLC | 19,321 | $502K | 0.0% | -15.5% | 1.288% | |
5/3/2022 | International Assets Investment Management LLC | 36,330 | $726K | 0.1% | N/A | 2.422% | |
5/2/2022 | Integrated Advisors Network LLC | 16,020 | $417K | 0.0% | +29.5% | 1.068% | |
4/27/2022 | Avantax Advisory Services Inc. | 30,035 | $784K | 0.0% | -10.2% | 2.002% | |
4/21/2022 | CWM LLC | 6,568 | $171K | 0.0% | N/A | 0.438% | |
4/18/2022 | AE Wealth Management LLC | 13,912 | $362K | 0.0% | -57.6% | 0.927% | |
2/23/2022 | Resources Investment Advisors LLC. | 60,182 | $2.17M | 0.1% | +1.5% | 3.343% | |
2/16/2022 | Harbour Investments Inc. | 42,094 | $1.52M | 0.1% | +20.2% | 2.275% | |
2/14/2022 | LPL Financial LLC | 171,441 | $6.18M | 0.0% | -60.2% | 9.267% | |
2/14/2022 | Mmbg Investment Advisors CO. | 29,200 | $1.05M | 0.1% | N/A | 1.578% | |
2/10/2022 | Private Advisor Group LLC | 11,675 | $421K | 0.0% | -6.7% | 0.631% | |
2/10/2022 | OLD Mission Capital LLC | 45,615 | $1.64M | 0.1% | +140.0% | 2.466% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 59,241 | $2.14M | 0.0% | +1.2% | 3.202% | |
2/7/2022 | Sweet Financial Partners LLC | 52,593 | $1.90M | 0.8% | N/A | 2.843% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 11,747 | $423K | 0.0% | -28.3% | 0.635% | |
2/3/2022 | Advisor Group Holdings Inc. | 42,368 | $1.53M | 0.0% | -2.2% | 2.290% | |
1/31/2022 | Commonwealth Equity Services LLC | 22,855 | $823K | 0.0% | -5.9% | 1.235% | |
1/28/2022 | Woodward Diversified Capital LLC | 6,200 | $223K | 0.1% | -56.0% | 0.335% | |
1/27/2022 | Janney Montgomery Scott LLC | 11,780 | $425K | 0.0% | -27.4% | 0.637% | |
1/24/2022 | Avantax Advisory Services Inc. | 33,442 | $1.21M | 0.0% | +7.7% | 1.760% | |
1/20/2022 | Kestra Advisory Services LLC | 6,466 | $233K | 0.0% | -82.6% | 0.340% | |
1/20/2022 | AE Wealth Management LLC | 32,785 | $1.18M | 0.0% | -74.3% | 1.726% | |
11/17/2021 | Strategic Wealth Advisors Group LLC | 14,150 | $568K | 0.0% | +5.1% | 0.590% | |
11/16/2021 | Jane Street Group LLC | 108,824 | $4.37M | 0.0% | N/A | 4.534% | |
11/16/2021 | LPL Financial LLC | 430,819 | $17.28M | 0.0% | +84.4% | 17.951% | |
11/16/2021 | Citadel Advisors LLC | 78,900 | $3.13M | 0.0% | N/A | 3.288% | |
11/15/2021 | Flow Traders U.S. LLC | 40,706 | $1.61M | 0.1% | N/A | 1.696% | |
11/15/2021 | Royal Bank of Canada | 57,282 | $2.30M | 0.0% | +282.3% | 2.387% | |
11/12/2021 | OLD Mission Capital LLC | 19,005 | $762K | 0.0% | +295.4% | 0.792% | |
11/12/2021 | Bank of Nova Scotia | 9,020 | $357K | 0.0% | N/A | 0.376% | |
11/12/2021 | Edmond DE Rothschild Holding S.A. | 1,819 | $72K | 0.0% | -77.3% | 0.076% | |
11/9/2021 | Geneos Wealth Management Inc. | 960 | $37K | 0.0% | -42.2% | 0.040% | |
11/5/2021 | PFG Advisors | 9,375 | $376K | 0.0% | -21.9% | 0.391% | |
11/5/2021 | Resources Investment Advisors LLC. | 59,267 | $2.38M | 0.1% | +11.1% | 2.469% | |
11/5/2021 | Advisor Group Holdings Inc. | 43,342 | $1.74M | 0.0% | -61.8% | 1.806% | |
11/4/2021 | Woodward Diversified Capital LLC | 14,092 | $565K | 0.4% | -2.1% | 0.587% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 58,536 | $2.35M | 0.0% | +7.3% | 2.341% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 16,384 | $657K | 0.0% | +4.6% | 0.683% | |
11/1/2021 | AE Wealth Management LLC | 127,791 | $5.13M | 0.0% | -35.8% | 5.112% | |
10/29/2021 | Janney Montgomery Scott LLC | 16,230 | $651K | 0.0% | -7.0% | 0.649% | |
10/29/2021 | Commonwealth Equity Services LLC | 24,276 | $973K | 0.0% | -4.2% | 0.971% | |
10/28/2021 | Sigma Planning Corp | 5,166 | $207K | 0.0% | -14.8% | 0.207% | |
10/21/2021 | Avantax Advisory Services Inc. | 31,045 | $1.25M | 0.0% | -4.8% | 1.242% | |
10/19/2021 | Kestra Advisory Services LLC | 37,237 | $1.49M | 0.0% | -66.9% | 1.489% | |
10/14/2021 | Private Advisor Group LLC | 12,515 | $502K | 0.0% | -93.9% | 0.491% | |
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10/12/2021 | Activest Wealth Management | 9,801 | $393K | 0.3% | N/A | 0.377% | |
8/16/2021 | Royal Bank of Canada | 14,982 | $709K | 0.0% | -61.7% | 0.576% | |
8/16/2021 | First Heartland Consultants Inc. | 73,715 | $3.49M | 0.5% | +52.4% | 2.835% | |
8/13/2021 | LPL Financial LLC | 233,629 | $11.05M | 0.0% | +34.8% | 8.986% | |
8/13/2021 | Stifel Financial Corp | 14,559 | $689K | 0.0% | +8.1% | 0.560% | |
8/12/2021 | Private Advisor Group LLC | 205,846 | $9.74M | 0.1% | -14.0% | 7.917% | |
8/11/2021 | Commonwealth Equity Services LLC | 25,337 | $1.20M | 0.0% | -3.6% | 0.975% | |
8/11/2021 | Edmond DE Rothschild Holding S.A. | 8,024 | $380K | 0.0% | -66.5% | 0.321% | |
8/11/2021 | Banque Cantonale Vaudoise | 5,041 | $238K | 0.0% | +10.6% | 0.202% | |
8/10/2021 | Citigroup Inc. | 8,950 | $423K | 0.0% | -19.0% | 0.344% | |