5/9/2024 | Koshinski Asset Management Inc. | 5,306 | $245K | 0.0% | N/A | 0.156% | |
5/8/2024 | Avantax Advisory Services Inc. | 9,258 | $428K | 0.0% | -32.6% | 0.272% | |
5/8/2024 | US Bancorp DE | 9,473 | $437K | 0.0% | +7.1% | 0.279% | |
5/3/2024 | Integrity Financial Corp WA | 38,020 | $1.76M | 1.2% | -53.1% | 1.118% | |
5/1/2024 | Janney Montgomery Scott LLC | 17,733 | $819K | 0.0% | -41.3% | 0.522% | |
4/30/2024 | J.W. Cole Advisors Inc. | 4,722 | $218K | 0.0% | N/A | 0.139% | |
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4/30/2024 | Commonwealth Equity Services LLC | 28,969 | $1.34M | 0.0% | -7.6% | 0.852% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 27,888 | $1.29M | 0.0% | -22.1% | 0.820% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 41,195 | $1.90M | 0.0% | -24.8% | 1.212% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 59,217 | $2.74M | 1.5% | -7.6% | 1.742% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 26,953 | $1.25M | 0.0% | -9.4% | 0.793% | |
4/19/2024 | Accel Wealth Management | 4,520 | $209K | 0.1% | -22.8% | 0.133% | |
4/15/2024 | WealthCare Investment Partners LLC | 27,224 | $1.26M | 0.6% | +2.0% | 0.801% | |
4/12/2024 | Southland Equity Partners LLC | 10,980 | $507K | 0.1% | -8.7% | 0.318% | |
4/11/2024 | Clarus Wealth Advisors | 8,268 | $382K | 0.2% | -8.9% | 0.240% | |
4/11/2024 | Sebold Capital Management Inc. | 27,654 | $1.28M | 0.9% | -9.9% | 0.802% | |
4/5/2024 | NBC Securities Inc. | 9,710 | $448K | 0.0% | -26.4% | 0.249% | |
3/8/2024 | ICA Group Wealth Management LLC | 795 | $34K | 0.0% | N/A | 0.020% | |
3/1/2024 | Creekmur Asset Management LLC | 934 | $39K | 0.0% | N/A | 0.024% | |
2/20/2024 | Able Wealth Management LLC | 1,395 | $59K | 0.1% | N/A | 0.036% | |
2/14/2024 | Asset Allocation Strategies LLC | 80,569 | $3.40M | 1.3% | +13.8% | 2.066% | |
2/12/2024 | Clear Investment Research LLC | 1,186 | $50K | 0.1% | -35.0% | 0.030% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 54,764 | $2.31M | 0.0% | -3.2% | 1.404% | |
2/9/2024 | Wells Fargo & Company MN | 310,683 | $13.13M | 0.0% | -4.8% | 7.966% | |
2/8/2024 | Janney Montgomery Scott LLC | 30,210 | $1.28M | 0.0% | -4.4% | 0.775% | |
2/7/2024 | Avantax Advisory Services Inc. | 13,743 | $581K | 0.0% | -6.9% | 0.352% | |
2/7/2024 | Private Portfolio Partners LLC | 6,386 | $270K | 0.1% | -16.7% | 0.164% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 4,972 | $210K | 0.0% | -8.5% | 0.127% | |
2/7/2024 | NBC Securities Inc. | 13,195 | $557K | 0.1% | -7.4% | 0.338% | |
2/7/2024 | Integrity Financial Corp WA | 81,120 | $3.43M | 2.5% | -4.3% | 2.080% | |
2/7/2024 | Principal Securities Inc. | 7,577 | $320K | 0.0% | N/A | 0.194% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 35,791 | $1.51M | 0.0% | -8.1% | 0.918% | |
2/2/2024 | Truist Financial Corp | 12,387 | $523K | 0.0% | -2.3% | 0.318% | |
2/1/2024 | National Wealth Management Group LLC | 7,958 | $336K | 0.3% | -19.0% | 0.201% | |
1/30/2024 | SFI Advisors LLC | 60,039 | $2.54M | 2.2% | -3.6% | 1.520% | |
1/29/2024 | NewEdge Wealth LLC | 16,647 | $703K | 0.0% | -5.3% | 0.421% | |
1/25/2024 | International Assets Investment Management LLC | 104,611 | $4.42M | 0.0% | N/A | 2.615% | |
1/24/2024 | Stratos Wealth Partners LTD. | 16,771 | $709K | 0.0% | -6.8% | 0.419% | |
1/24/2024 | Arkadios Wealth Advisors | 8,022 | $339K | 0.0% | -9.2% | 0.201% | |
1/24/2024 | International Assets Investment Management LLC | 104,611 | $4.42M | 0.0% | N/A | 2.615% | |
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1/22/2024 | Clarus Wealth Advisors | 9,071 | $378K | 0.2% | N/A | 0.227% | |
1/19/2024 | Hibernia Wealth Partners LLC | 6,347 | $268K | 0.2% | -32.1% | 0.159% | |
1/18/2024 | Sebold Capital Management Inc. | 30,706 | $1.30M | 1.0% | -17.0% | 0.768% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 64,090 | $2.71M | 1.7% | N/A | 1.602% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,742 | $1.26M | 0.0% | -7.2% | 0.744% | |
1/16/2024 | Raymond James & Associates | 6,835 | $289K | 0.0% | -35.7% | 0.171% | |
1/16/2024 | CoreCap Advisors LLC | 17,468 | $738K | 0.0% | +23.3% | 0.437% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 5,987 | $254K | 0.1% | -25.5% | 0.148% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 9,169 | $380K | 0.0% | -16.1% | 0.226% | |
1/9/2024 | Southland Equity Partners LLC | 12,023 | $508K | 0.2% | -6.5% | 0.297% | |
11/17/2023 | Asset Allocation Strategies LLC | 70,807 | $2.72M | 1.3% | +10.0% | 1.647% | |
11/16/2023 | Harbour Investments Inc. | 5,725 | $220K | 0.0% | -10.4% | 0.133% | |
11/13/2023 | Consolidated Portfolio Review Corp | 9,986 | $384K | 0.1% | +17.8% | 0.232% | |
11/13/2023 | LPL Financial LLC | 381,523 | $14.66M | 0.0% | -9.3% | 8.873% | |
11/13/2023 | Provence Wealth Management Group | 1,814 | $70K | 0.0% | N/A | 0.042% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,433 | $209K | 0.0% | N/A | 0.126% | |
11/13/2023 | Kestra Advisory Services LLC | 41,477 | $1.59M | 0.0% | +12.9% | 0.965% | |
11/8/2023 | HighTower Advisors LLC | 73,892 | $2.85M | 0.0% | -4.0% | 1.718% | |
11/8/2023 | Janney Montgomery Scott LLC | 31,613 | $1.22M | 0.0% | -24.4% | 0.735% | |
11/8/2023 | NewEdge Wealth LLC | 17,570 | $675K | 0.0% | +68.7% | 0.409% | |
11/8/2023 | Avantax Advisory Services Inc. | 14,759 | $567K | 0.0% | -2.4% | 0.343% | |
11/6/2023 | Lincoln National Corp | 7,383 | $284K | 0.0% | -43.1% | 0.172% | |
11/4/2023 | NBC Securities Inc. | 14,257 | $547K | 0.1% | N/A | 0.332% | |
10/30/2023 | SFI Advisors LLC | 62,254 | $2.39M | 2.3% | +21.2% | 1.431% | |
10/30/2023 | Sandy Spring Bank | 1,161 | $45K | 0.0% | -27.8% | 0.027% | |
10/25/2023 | Kowal Investment Group LLC | 6,731 | $259K | 0.1% | -17.8% | 0.155% | |
10/24/2023 | Stratos Wealth Partners LTD. | 17,995 | $691K | 0.0% | -1.5% | 0.414% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 32,035 | $1.23M | 0.0% | -14.9% | 0.736% | |
10/24/2023 | Raymond James & Associates | 10,631 | $408K | 0.0% | -23.9% | 0.244% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 56,581 | $2.17M | 0.0% | -3.7% | 1.301% | |
10/23/2023 | Sebold Capital Management Inc. | 37,002 | $1.42M | 1.2% | -23.6% | 0.851% | |
10/23/2023 | Commonwealth Equity Services LLC | 29,390 | $1.13M | 0.0% | -16.5% | 0.676% | |
10/20/2023 | Accel Wealth Management | 6,000 | $231K | 0.1% | -23.5% | 0.138% | |
10/17/2023 | Cedar Brook Financial Partners LLC | 8,038 | $309K | 0.1% | -14.5% | 0.185% | |
10/16/2023 | LexAurum Advisors LLC | 9,446 | $363K | 0.1% | +7.0% | 0.217% | |
10/12/2023 | Hibernia Wealth Partners LLC | 9,353 | $359K | 0.3% | N/A | 0.215% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 10,922 | $420K | 0.0% | -39.4% | 0.251% | |
10/10/2023 | WealthCare Investment Partners LLC | 26,612 | $1.02M | 0.6% | +4.7% | 0.612% | |
10/5/2023 | Whitaker Myers Wealth Managers LTD. | 6,513 | $250K | 0.2% | -13.7% | 0.142% | |
8/18/2023 | SFI Advisors LLC | 51,352 | $2.02M | 1.9% | +1.3% | 1.116% | |
8/11/2023 | Kestra Advisory Services LLC | 36,743 | $1.44M | 0.0% | -2.3% | 0.799% | |
8/10/2023 | Osaic Holdings Inc. | 289,293 | $11.36M | 0.0% | -3.1% | 6.289% | |
8/10/2023 | Commonwealth Equity Services LLC | 35,197 | $1.38M | 0.0% | -3.6% | 0.765% | |
8/10/2023 | US Bancorp DE | 8,288 | $325K | 0.0% | +33.8% | 0.180% | |
8/10/2023 | National Wealth Management Group LLC | 9,927 | $406K | 0.4% | -5.2% | 0.216% | |
8/10/2023 | Private Advisor Group LLC | 5,374 | $211K | 0.0% | -30.1% | 0.117% | |
8/10/2023 | Cetera Advisors LLC | 27,008 | $1.06M | 0.0% | -12.5% | 0.587% | |
8/10/2023 | Cetera Advisor Networks LLC | 16,029 | $629K | 0.0% | -1.5% | 0.348% | |
8/10/2023 | Cetera Investment Advisers | 10,334 | $406K | 0.0% | -56.4% | 0.225% | |
8/8/2023 | Advisor OS LLC | 15,410 | $605K | 0.1% | -3.9% | 0.335% | |
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8/8/2023 | Prospera Financial Services Inc | 28,050 | $1.10M | 0.0% | -3.4% | 0.610% | |
8/7/2023 | Lincoln National Corp | 12,966 | $509K | 0.0% | -49.6% | 0.282% | |
8/4/2023 | Apollon Wealth Management LLC | 6,067 | $238K | 0.0% | N/A | 0.132% | |
8/3/2023 | Atria Wealth Solutions Inc. | 33,251 | $1.31M | 0.0% | +24.8% | 0.723% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 18,024 | $708K | 0.0% | -4.1% | 0.392% | |
8/1/2023 | Truist Financial Corp | 12,669 | $497K | 0.0% | -23.5% | 0.275% | |
7/31/2023 | LPL Financial LLC | 420,722 | $16.52M | 0.0% | -3.6% | 9.146% | |
7/31/2023 | Ten Capital Wealth Advisors LLC | 35,977 | $1.41M | 0.4% | -9.0% | 0.782% | |
7/28/2023 | Sebold Capital Management Inc. | 48,410 | $1.90M | 1.5% | +8.3% | 1.052% | |
7/27/2023 | J.W. Cole Advisors Inc. | 6,265 | $246K | 0.0% | -6.2% | 0.136% | |