5/17/2024 | Vima LLC | 19,427 | $687K | 0.2% | +17,722.9% | 0.166% | |
5/17/2024 | Clear Point Advisors Inc. | 14,349 | $508K | 0.4% | +56.5% | 0.122% | |
5/14/2024 | JT Stratford LLC | 30,314 | $1.07M | 0.2% | N/A | 0.258% | |
5/14/2024 | First Commonwealth Financial Corp PA | 11,666 | $413K | 0.1% | N/A | 0.099% | |
5/14/2024 | InterOcean Capital Group LLC | 8,746 | $309K | 0.0% | +41.8% | 0.075% | |
5/10/2024 | Alera Investment Advisors LLC | 6,506 | $230K | 0.0% | -21.0% | 0.055% | |
|
5/9/2024 | Corrado Advisors LLC | 52,705 | $1.86M | 1.2% | +31.4% | 0.446% | |
5/9/2024 | Blair William & Co. IL | 44,553 | $1.58M | 0.0% | N/A | 0.377% | |
5/9/2024 | SageView Advisory Group LLC | 25,679 | $908K | 0.0% | +58.0% | 0.217% | |
5/9/2024 | Koshinski Asset Management Inc. | 13,685 | $484K | 0.0% | -41.0% | 0.116% | |
5/8/2024 | Berkshire Money Management Inc. | 1,684,573 | $59.58M | 7.2% | +252.1% | 14.240% | |
5/8/2024 | Avantax Advisory Services Inc. | 31,394 | $1.11M | 0.0% | +2.8% | 0.265% | |
5/7/2024 | BCGM Wealth Management LLC | 10,351 | $366K | 0.1% | +7.7% | 0.087% | |
5/7/2024 | PFG Advisors | 5,973 | $211K | 0.0% | N/A | 0.050% | |
5/3/2024 | Catalina Capital Group LLC | 34,406 | $1.22M | 0.5% | N/A | 0.291% | |
5/3/2024 | TFB Advisors LLC | 8,760 | $300K | 0.1% | -21.5% | 0.074% | |
5/1/2024 | Janney Montgomery Scott LLC | 50,709 | $1.79M | 0.0% | +125.8% | 0.429% | |
4/30/2024 | Arkadios Wealth Advisors | 9,140 | $323K | 0.0% | N/A | 0.077% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 8,654 | $306K | 0.1% | -13.0% | 0.073% | |
4/29/2024 | Commonwealth Equity Services LLC | 389,950 | $13.79M | 0.0% | +252.7% | 3.296% | |
4/29/2024 | Castle Wealth Management LLC | 12,656 | $448K | 0.2% | +96.2% | 0.107% | |
4/25/2024 | Capital Investment Advisory Services LLC | 3,361 | $119K | 0.0% | +43.9% | 0.028% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 69,953 | $2.47M | 0.0% | +307.5% | 0.576% | |
4/23/2024 | Gradient Investments LLC | 276,145 | $9.77M | 0.2% | +31,713.9% | 2.273% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 13,011 | $460K | 0.1% | +133.4% | 0.107% | |
4/23/2024 | Strategic Blueprint LLC | 19,477 | $689K | 0.0% | +116.6% | 0.160% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 71,936 | $2.54M | 0.0% | N/A | 0.592% | |
4/22/2024 | Legacy CG LLC | 460,368 | $16.28M | 5.9% | N/A | 3.789% | |
4/22/2024 | MBL Wealth LLC | 331,203 | $11.72M | 1.3% | +23.6% | 2.726% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 46,087 | $1.63M | 0.0% | -12.3% | 0.379% | |
4/17/2024 | Avalon Capital Management | 96,068 | $3.40M | 1.4% | N/A | 0.791% | |
4/16/2024 | Weaver Consulting Group | 32,657 | $1.16M | 0.4% | N/A | 0.269% | |
4/16/2024 | Maltin Wealth Management Inc. | 20,359 | $720K | 0.4% | N/A | 0.168% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 32,504 | $1.15M | 0.0% | +2.3% | 0.268% | |
4/16/2024 | PFS Partners LLC | 520,282 | $18.40M | 12.2% | +96.2% | 4.282% | |
4/15/2024 | SMI Advisory Services LLC | 109,616 | $3.84M | 1.1% | -81.6% | 0.902% | |
4/15/2024 | Brookstone Capital Management | 101,060 | $3.57M | 0.1% | +146.5% | 0.832% | |
4/15/2024 | Sunbelt Securities Inc. | 69,050 | $2.44M | 0.3% | +24.2% | 0.568% | |
4/12/2024 | Keystone Wealth Services LLC | 6,930 | $245K | 0.1% | N/A | 0.057% | |
4/12/2024 | Global Trust Asset Management LLC | 26,500 | $937K | 0.4% | N/A | 0.218% | |
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4/11/2024 | DHJJ Financial Advisors Ltd. | 40,906 | $1.45M | 0.6% | +3.1% | 0.337% | |
4/11/2024 | RFG Advisory LLC | 77,308 | $2.73M | 0.1% | N/A | 0.636% | |
4/10/2024 | Marcum Wealth LLC | 58,535 | $2.07M | 0.2% | N/A | 0.482% | |
4/10/2024 | BCS Wealth Management | 7,317 | $259K | 0.1% | N/A | 0.060% | |
3/6/2024 | SageView Advisory Group LLC | 16,254 | $554K | 0.0% | +23.0% | 0.307% | |
2/9/2024 | SageView Advisory Group LLC | 16,254 | $554K | 0.0% | +23.0% | 0.307% | |
2/8/2024 | Janney Montgomery Scott LLC | 22,461 | $771K | 0.0% | -11.6% | 0.424% | |
2/7/2024 | Avantax Advisory Services Inc. | 30,547 | $1.05M | 0.0% | -55.8% | 0.576% | |
2/7/2024 | Berger Financial Group Inc | 6,016 | $206K | 0.0% | -23.1% | 0.114% | |
2/7/2024 | Principal Securities Inc. | 1,713 | $59K | 0.0% | N/A | 0.032% | |
2/6/2024 | Lincoln National Corp | 19,355 | $664K | 0.0% | +17.0% | 0.365% | |
2/2/2024 | ODonnell Financial Services LLC | 395,857 | $13.58M | 6.8% | N/A | 7.469% | |
2/2/2024 | Stuart Chaussee & Associates Inc. | 38,451 | $1.32M | 0.4% | N/A | 0.725% | |
2/2/2024 | Acas LLC | 12,215 | $419K | 0.5% | -12.6% | 0.230% | |
2/1/2024 | Corrado Advisors LLC | 40,100 | $1.38M | 1.1% | -4.8% | 0.757% | |
2/1/2024 | Capital Investment Advisory Services LLC | 2,336 | $80K | 0.0% | N/A | 0.044% | |
1/31/2024 | Castle Wealth Management LLC | 6,450 | $221K | 0.1% | N/A | 0.122% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 39,684 | $1.36M | 0.6% | -5.4% | 0.749% | |
1/29/2024 | Koshinski Asset Management Inc. | 23,205 | $796K | 0.1% | +88.0% | 0.438% | |
1/29/2024 | Compass Advisory Group LLC | 511,248 | $17.54M | 8.4% | +222.6% | 9.646% | |
1/29/2024 | PFS Partners LLC | 265,230 | $9.10M | 6.2% | N/A | 5.004% | |
1/25/2024 | Strategic Blueprint LLC | 8,991 | $308K | 0.0% | N/A | 0.170% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 11,357 | $390K | 0.1% | -11.4% | 0.214% | |
1/23/2024 | Alera Investment Advisors LLC | 8,237 | $283K | 0.0% | -17.3% | 0.155% | |
1/19/2024 | AdvisorNet Financial Inc | 106,217 | $3.64M | 0.3% | -8.6% | 2.004% | |
1/18/2024 | TFB Advisors LLC | 11,165 | $383K | 0.2% | -10.8% | 0.211% | |
1/18/2024 | MBL Wealth LLC | 267,958 | $9.19M | 1.2% | +4.0% | 5.056% | |
1/16/2024 | CoreCap Advisors LLC | 9,753 | $335K | 0.0% | -5.5% | 0.184% | |
1/12/2024 | SMI Advisory Services LLC | 596,591 | $20.11M | 5.1% | N/A | 11.256% | |
1/11/2024 | Brookstone Capital Management | 41,001 | $1.41M | 0.0% | N/A | 0.774% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 52,568 | $1.80M | 0.1% | -9.6% | 0.992% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 5,575 | $191K | 0.0% | +132.3% | 0.105% | |
1/9/2024 | IFP Advisors Inc | 70,383 | $2.42M | 0.1% | +76.5% | 1.328% | |
12/11/2023 | Sunbelt Securities Inc. | 57,055 | $1.75M | 0.2% | +3.2% | 1.077% | |
11/13/2023 | TFB Advisors LLC | 12,510 | $384K | 0.5% | -9.6% | 0.236% | |
11/13/2023 | Kestra Advisory Services LLC | 27,993 | $860K | 0.0% | -7.3% | 0.528% | |
11/8/2023 | BCGM Wealth Management LLC | 9,323 | $286K | 0.1% | -21.1% | 0.176% | |
11/8/2023 | HighTower Advisors LLC | 28,294 | $860K | 0.0% | +3.0% | 0.534% | |
11/8/2023 | Janney Montgomery Scott LLC | 25,395 | $780K | 0.0% | -12.4% | 0.479% | |
11/8/2023 | Avantax Advisory Services Inc. | 69,069 | $2.12M | 0.0% | +4.5% | 1.303% | |
11/6/2023 | Corrado Advisors LLC | 42,121 | $1.29M | 0.9% | -1.0% | 0.795% | |
11/3/2023 | SageView Advisory Group LLC | 13,217 | $406K | 0.0% | -17.8% | 0.249% | |
11/3/2023 | Main Street Financial Solutions LLC | 7,480 | $230K | 0.0% | -11.8% | 0.141% | |
10/31/2023 | Allworth Financial LP | 1,200 | $37K | 0.0% | -98.9% | 0.023% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 12,819 | $394K | 0.1% | -7.9% | 0.242% | |
10/27/2023 | Gradient Investments LLC | 868 | $27K | 0.0% | -99.8% | 0.016% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 58,151 | $1.79M | 0.1% | -5.2% | 1.097% | |
10/24/2023 | Acas LLC | 13,978 | $429K | 0.5% | -7.5% | 0.264% | |
10/24/2023 | Compass Advisory Group LLC | 158,500 | $4.87M | 2.6% | -63.7% | 2.991% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 15,889 | $488K | 0.0% | -27.2% | 0.300% | |
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10/23/2023 | Commonwealth Equity Services LLC | 89,739 | $2.76M | 0.0% | -8.8% | 1.693% | |
10/17/2023 | Berkshire Money Management Inc. | 635,491 | $19.52M | 3.0% | +0.2% | 11.990% | |
10/13/2023 | Global Strategic Investment Solutions LLC | 86,799 | $2.67M | 0.3% | -35.8% | 1.638% | |
10/12/2023 | AdvisorNet Financial Inc | 116,167 | $3.57M | 0.3% | -0.7% | 2.192% | |
10/11/2023 | AE Wealth Management LLC | 8,630 | $265K | 0.0% | -8.2% | 0.163% | |
10/11/2023 | MBL Wealth LLC | 257,758 | $7.92M | 1.1% | +102.2% | 4.863% | |
10/11/2023 | Alera Investment Advisors LLC | 9,964 | $306K | 0.1% | -7.7% | 0.188% | |
10/11/2023 | Vista Private Wealth Partners. LLC | 20,619 | $627K | 0.3% | -65.9% | 0.389% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 41,949 | $1.29M | 0.6% | -6.6% | 0.791% | |
8/14/2023 | IFP Advisors Inc | 39,799 | $1.27M | 0.1% | -0.8% | 0.751% | |