5/21/2024 | Atria Investments Inc | 26,362 | $1.10M | 0.0% | N/A | 0.264% | |
5/10/2024 | Osaic Holdings Inc. | 283,819 | $11.85M | 0.0% | +17.2% | 2.838% | |
5/9/2024 | Kingsview Wealth Management LLC | 1,474,194 | $61.53M | 1.5% | +88.2% | 14.742% | |
5/9/2024 | Delta Investment Management LLC | 45,191 | $1.89M | 0.4% | +161.2% | 0.452% | |
5/9/2024 | SageView Advisory Group LLC | 39,825 | $1.66M | 0.1% | -99.5% | 0.398% | |
5/8/2024 | Avantax Advisory Services Inc. | 37,385 | $1.56M | 0.0% | N/A | 0.374% | |
|
5/4/2024 | Geneos Wealth Management Inc. | 42,417 | $1.77M | 0.1% | +1,397.8% | 0.424% | |
5/3/2024 | Southern Capital Advisors LLC | 14,119 | $589K | 0.4% | +44.3% | 0.141% | |
5/2/2024 | Mutual Advisors LLC | 162,244 | $6.77M | 0.2% | +125.7% | 1.664% | |
5/1/2024 | Janney Montgomery Scott LLC | 62,882 | $2.63M | 0.0% | +58.1% | 0.645% | |
5/1/2024 | Stegent Equity Advisors Inc. | 20,301 | $847K | 0.9% | -18.5% | 0.208% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 26,994 | $1.13M | 0.3% | +63.5% | 0.277% | |
4/30/2024 | Private Advisor Group LLC | 25,022 | $1.04M | 0.0% | N/A | 0.257% | |
4/30/2024 | J.W. Cole Advisors Inc. | 13,951 | $582K | 0.0% | +71.3% | 0.143% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 5,220 | $219K | 0.1% | +47.1% | 0.054% | |
4/29/2024 | Commonwealth Equity Services LLC | 273,706 | $11.42M | 0.0% | +6.4% | 2.807% | |
4/27/2024 | Guardian Financial Partners LLC | 105,967 | $4.42M | 3.0% | +76.5% | 1.087% | |
4/26/2024 | Davies Financial Advisors Inc. | 75,106 | $3.14M | 3.2% | N/A | 0.770% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 77,720 | $3.24M | 0.0% | +4.2% | 0.797% | |
4/23/2024 | Milestone Asset Management LLC | 79,599 | $3.32M | 0.9% | -86.0% | 0.816% | |
4/23/2024 | Global Retirement Partners LLC | 1,769 | $74K | 0.0% | N/A | 0.018% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 94,790 | $3.96M | 0.1% | +50.1% | 0.972% | |
4/19/2024 | KFG Wealth Management LLC | 331,916 | $13.85M | 5.7% | +2.7% | 3.404% | |
4/17/2024 | Founders Financial Securities LLC | 27,965 | $1.17M | 0.1% | -5.1% | 0.414% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 33,656 | $1.41M | 0.0% | +1.2% | 0.499% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 13,515 | $564K | 0.0% | -5.4% | 0.200% | |
4/15/2024 | Brookstone Capital Management | 79,632 | $3.32M | 0.1% | -41.9% | 1.180% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 45,715 | $1.91M | 0.2% | N/A | 0.677% | |
4/12/2024 | Harbor Investment Advisory LLC | 3,135 | $131K | 0.0% | -9.2% | 0.046% | |
4/12/2024 | Southland Equity Partners LLC | 173,590 | $7.25M | 2.0% | -2.1% | 2.572% | |
4/12/2024 | AdvisorNet Financial Inc | 7,495 | $313K | 0.0% | -26.5% | 0.111% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 6,362 | $266K | 0.1% | -16.1% | 0.094% | |
3/22/2024 | PNC Financial Services Group Inc. | 837 | $34K | 0.0% | N/A | 0.012% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 92,573 | $3.71M | 3.9% | N/A | 1.371% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 101,695 | $4.08M | 1.6% | +277.7% | 1.507% | |
2/14/2024 | Visionary Wealth Advisors | 72,489 | $2.91M | 0.2% | +23.6% | 1.074% | |
2/14/2024 | Regal Investment Advisors LLC | 269,142 | $10.79M | 0.8% | +227.0% | 3.987% | |
2/13/2024 | Cetera Advisor Networks LLC | 276,154 | $11.07M | 0.1% | +10.9% | 4.091% | |
2/12/2024 | Focus Financial Network Inc. ADV | 41,522 | $1.66M | 0.1% | N/A | 0.615% | |
2/9/2024 | Advisory Services Network LLC | 41,155 | $1.65M | 0.0% | +112.3% | 0.610% | |
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2/9/2024 | Cambridge Investment Research Advisors Inc. | 74,602 | $2.99M | 0.0% | -11.0% | 1.105% | |
2/8/2024 | Kingsview Wealth Management LLC | 783,312 | $31.40M | 0.9% | +59.7% | 11.605% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 105,245 | $4.22M | 0.5% | +23.5% | 1.559% | |
2/8/2024 | Foundations Investment Advisors LLC | 562,391 | $22.84M | 0.6% | N/A | 8.332% | |
2/8/2024 | Janney Montgomery Scott LLC | 39,775 | $1.59M | 0.0% | +61.3% | 0.589% | |
2/6/2024 | Orion Capital Management LLC | 4,946 | $198K | 0.1% | N/A | 0.073% | |
2/5/2024 | Andina Capital Management LLC | 139,527 | $5.59M | 4.8% | N/A | 2.067% | |
2/5/2024 | Stegent Equity Advisors Inc. | 24,894 | $998K | 1.2% | -45.8% | 0.369% | |
2/2/2024 | Delta Investment Management LLC | 17,304 | $694K | 0.2% | N/A | 0.256% | |
2/2/2024 | Atria Wealth Solutions Inc. | 17,792 | $713K | 0.0% | +221.2% | 0.264% | |
2/2/2024 | Acas LLC | 34,386 | $1.38M | 1.6% | -11.5% | 0.509% | |
1/31/2024 | KFG Wealth Management LLC | 323,051 | $12.95M | 5.9% | +9.5% | 4.786% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 7,582 | $304K | 0.1% | -4.1% | 0.112% | |
1/29/2024 | Compass Advisory Group LLC | 6,427 | $258K | 0.1% | N/A | 0.095% | |
1/26/2024 | Soltis Investment Advisors LLC | 8,890 | $356K | 0.0% | N/A | 0.132% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 720 | $29K | 0.0% | +125.0% | 0.011% | |
1/25/2024 | RiverTree Advisors LLC | 29,731 | $1.19M | 0.8% | -73.0% | 0.440% | |
1/23/2024 | Milestone Asset Management LLC | 568,446 | $22.78M | 7.5% | N/A | 8.421% | |
1/19/2024 | Lineweaver Wealth Advisors LLC | 16,515 | $662K | 0.2% | +114.0% | 0.245% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 13,850 | $555K | 0.1% | +14.0% | 0.205% | |
1/17/2024 | IFG Advisory LLC | 56,425 | $2.26M | 0.2% | +5.9% | 0.836% | |
1/16/2024 | CoreCap Advisors LLC | 90,819 | $3.64M | 0.2% | N/A | 1.345% | |
1/12/2024 | Mutual Advisors LLC | 71,893 | $2.88M | 0.1% | +27.9% | 1.065% | |
1/11/2024 | Brookstone Capital Management | 137,125 | $5.50M | 0.1% | +110.7% | 2.031% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 63,170 | $2.53M | 0.1% | +327.9% | 0.936% | |
1/11/2024 | Diligent Investors LLC | 15,770 | $632K | 0.2% | N/A | 0.234% | |
1/9/2024 | Capstone Triton Financial Group LLC | 6,212 | $249K | 0.2% | +10.5% | 0.092% | |
1/9/2024 | Southland Equity Partners LLC | 177,365 | $7.11M | 2.2% | -0.7% | 2.628% | |
1/9/2024 | Guardian Financial Partners LLC | 60,033 | $2.41M | 2.0% | -2.9% | 0.889% | |
11/20/2023 | Silver Oak Securities Incorporated | 6,384 | $239K | 0.0% | N/A | 0.095% | |
11/15/2023 | Townsquare Capital LLC | 96,880 | $3.63M | 0.1% | +0.9% | 1.435% | |
11/15/2023 | WealthPlan Investment Management LLC | 6,583 | $247K | 0.0% | N/A | 0.098% | |
11/14/2023 | Mutual Advisors LLC | 56,218 | $2.11M | 0.1% | +88.1% | 0.833% | |
11/13/2023 | Garden State Investment Advisory Services LLC | 26,926 | $1.01M | 0.5% | -1.2% | 0.399% | |
11/13/2023 | Visionary Wealth Advisors | 58,629 | $2.20M | 0.2% | +4.3% | 0.869% | |
11/13/2023 | Regal Investment Advisors LLC | 82,301 | $3.09M | 0.2% | +59.3% | 1.219% | |
11/13/2023 | Envestnet Asset Management Inc. | 568,890 | $21.33M | 0.0% | +12.5% | 8.428% | |
11/13/2023 | Kestra Advisory Services LLC | 42,212 | $1.58M | 0.0% | +66.9% | 0.625% | |
11/8/2023 | HighTower Advisors LLC | 64,655 | $2.43M | 0.0% | +227.5% | 0.958% | |
11/8/2023 | Janney Montgomery Scott LLC | 24,665 | $925K | 0.0% | N/A | 0.365% | |
11/8/2023 | Atria Wealth Solutions Inc. | 5,539 | $208K | 0.0% | N/A | 0.082% | |
11/7/2023 | Kingsview Wealth Management LLC | 490,641 | $18.40M | 0.7% | +1,081.9% | 7.269% | |
11/7/2023 | Sound View Wealth Advisors Group LLC | 85,253 | $3.20M | 0.4% | +275.6% | 1.263% | |
11/3/2023 | SageView Advisory Group LLC | 125,140 | $4.69M | 0.3% | +21.5% | 1.854% | |
11/2/2023 | Capital Investment Advisory Services LLC | 6,225 | $233K | 0.0% | N/A | 0.092% | |
11/2/2023 | Hazlett Burt & Watson Inc. | 3,548 | $134K | 0.1% | +787.0% | 0.053% | |
11/2/2023 | WealthPlan Investment Management LLC | 6,583 | $247K | 0.0% | N/A | 0.098% | |
10/31/2023 | Straight Path Wealth Management | 7,691 | $288K | 0.2% | +8.0% | 0.114% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 14,764 | $554K | 0.0% | N/A | 0.219% | |
10/25/2023 | Arlington Capital Management Inc. | 14,891 | $558K | 0.6% | -6.0% | 0.221% | |
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10/25/2023 | Stegent Equity Advisors Inc. | 45,901 | $1.72M | 2.2% | -29.5% | 0.680% | |
10/24/2023 | Acas LLC | 38,859 | $1.46M | 1.8% | -1.4% | 0.576% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 83,786 | $3.14M | 0.0% | -0.3% | 1.241% | |
10/23/2023 | Commonwealth Equity Services LLC | 187,119 | $7.02M | 0.0% | +0.8% | 2.772% | |
10/20/2023 | Brookstone Capital Management | 65,071 | $2.44M | 0.1% | N/A | 0.964% | |
10/20/2023 | Lineweaver Wealth Advisors LLC | 7,717 | $289K | 0.1% | N/A | 0.114% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 12,150 | $456K | 0.1% | -9.7% | 0.180% | |
10/17/2023 | KFG Wealth Management LLC | 295,114 | $11.07M | 6.0% | +6.5% | 4.372% | |
10/17/2023 | Founders Financial Securities LLC | 58,822 | $2.21M | 0.3% | -31.1% | 0.871% | |
10/13/2023 | Harbor Investment Advisory LLC | 3,213 | $120K | 0.0% | N/A | 0.048% | |