5/17/2024 | WealthPlan Investment Management LLC | 15,323 | $523K | 0.1% | +110.0% | 0.070% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 15,249 | $521K | 0.0% | +62.2% | 0.070% | |
5/16/2024 | WPWealth LLP | 30,285 | $1.04M | 0.3% | N/A | 0.139% | |
5/15/2024 | Kestra Advisory Services LLC | 354,530 | $12.11M | 0.1% | +129.2% | 1.609% | |
5/14/2024 | First Commonwealth Financial Corp PA | 15,897 | $543K | 0.1% | N/A | 0.072% | |
5/14/2024 | CreativeOne Wealth LLC | 55,872 | $1.91M | 0.1% | +37.0% | 0.254% | |
|
5/14/2024 | Evermay Wealth Management LLC | 1,100 | $38K | 0.0% | N/A | 0.005% | |
5/14/2024 | InterOcean Capital Group LLC | 22,647 | $774K | 0.0% | +263.5% | 0.103% | |
5/11/2024 | Orion Capital Management LLC | 15,500 | $529K | 0.3% | +3.3% | 0.070% | |
5/10/2024 | Osaic Holdings Inc. | 550,369 | $18.80M | 0.0% | +70.6% | 2.498% | |
5/9/2024 | Corrado Advisors LLC | 55,084 | $1.88M | 1.2% | N/A | 0.250% | |
5/9/2024 | Blair William & Co. IL | 15,888 | $543K | 0.0% | +4.0% | 0.072% | |
5/9/2024 | Kingsview Wealth Management LLC | 16,735 | $572K | 0.0% | +9.1% | 0.076% | |
5/9/2024 | Delta Investment Management LLC | 8,213 | $281K | 0.1% | N/A | 0.037% | |
5/8/2024 | Avantax Advisory Services Inc. | 40,134 | $1.37M | 0.0% | +9.2% | 0.182% | |
5/7/2024 | BCGM Wealth Management LLC | 29,693 | $1.01M | 0.4% | +11.6% | 0.135% | |
5/7/2024 | WealthPLAN Partners LLC | 9,946 | $340K | 0.0% | N/A | 0.045% | |
5/7/2024 | Pillar Wealth Advisors LLC | 12,529 | $428K | 0.3% | +21.8% | 0.057% | |
5/7/2024 | Oppenheimer & Co. Inc. | 14,508 | $496K | 0.0% | N/A | 0.066% | |
5/7/2024 | PFG Advisors | 9,081 | $310K | 0.0% | N/A | 0.041% | |
5/6/2024 | Gill Capital Partners LLC | 45,062 | $1.52M | 0.6% | +4.0% | 0.205% | |
5/6/2024 | Advisory Alpha LLC | 15,294 | $522K | 0.0% | N/A | 0.069% | |
5/3/2024 | Catalina Capital Group LLC | 7,950 | $272K | 0.1% | +8.2% | 0.036% | |
5/2/2024 | Lincoln National Corp | 455,538 | $15.56M | 0.2% | +13.8% | 2.068% | |
5/2/2024 | CNB Bank | 1,024 | $35K | 0.0% | N/A | 0.005% | |
5/1/2024 | Smith Shellnut Wilson LLC ADV | 8,212 | $281K | 0.1% | N/A | 0.037% | |
5/1/2024 | Janney Montgomery Scott LLC | 564,807 | $19.29M | 0.1% | +59.9% | 2.564% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 37,785 | $1.29M | 0.3% | -1.1% | 0.172% | |
5/1/2024 | Diversify Advisory Services LLC | 20,000 | $682K | 0.0% | N/A | 0.091% | |
4/30/2024 | Strategic Wealth Partners Group LLC | 237,590 | $8.12M | 0.9% | +108.1% | 1.078% | |
4/30/2024 | Macroview Investment Management LLC | 31,788 | $1.09M | 1.2% | N/A | 0.144% | |
4/30/2024 | Madison Wealth Partners Inc | 6,185 | $211K | 0.1% | N/A | 0.028% | |
4/30/2024 | Lakeridge Wealth Management LLC | 17,050 | $582K | 0.4% | N/A | 0.077% | |
4/29/2024 | Commonwealth Equity Services LLC | 579,165 | $19.78M | 0.0% | +90.2% | 2.629% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 12,209 | $417K | 0.0% | -9.3% | 0.055% | |
4/29/2024 | Yarger Wealth Strategies LLC | 86,734 | $2.96M | 2.0% | N/A | 0.394% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 122,001 | $4.17M | 0.0% | +36.6% | 0.547% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 19,031 | $650K | 0.5% | N/A | 0.085% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 62,174 | $2.12M | 0.5% | -0.5% | 0.279% | |
4/23/2024 | Milestone Asset Management LLC | 5,944 | $203K | 0.1% | N/A | 0.027% | |
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4/23/2024 | Nations Financial Group Inc. IA ADV | 6,960 | $238K | 0.0% | -27.7% | 0.031% | |
4/23/2024 | Gradient Investments LLC | 2,168,548 | $74.08M | 1.7% | +102,141.8% | 9.724% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 12,934 | $442K | 0.1% | +96.1% | 0.058% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 265,094 | $9.06M | 0.0% | +50.5% | 1.189% | |
4/22/2024 | Outlook Wealth Advisors LLC | 10,340 | $353K | 0.1% | +64.2% | 0.046% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 123,012 | $4.20M | 0.1% | +21.3% | 0.552% | |
4/19/2024 | KFG Wealth Management LLC | 54,922 | $1.88M | 0.8% | +79.1% | 0.246% | |
4/18/2024 | Miracle Mile Advisors LLC | 259,598 | $8.87M | 0.2% | -3.9% | 1.164% | |
4/17/2024 | Cornerstone Wealth Group LLC | 33,308 | $1.14M | 0.1% | N/A | 0.149% | |
4/17/2024 | Atticus Wealth Management LLC | 25,949 | $886K | 0.3% | +3.9% | 0.116% | |
4/17/2024 | CRA Financial Services LLC | 29,490 | $1.01M | 0.2% | +168.9% | 0.132% | |
4/16/2024 | Weaver Consulting Group | 109,392 | $3.74M | 1.4% | +12.2% | 0.491% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 384,485 | $13.13M | 0.0% | +724.7% | 1.724% | |
4/15/2024 | Brookstone Capital Management | 1,091,833 | $37.30M | 0.7% | +828.2% | 4.896% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 15,908 | $543K | 0.1% | N/A | 0.071% | |
4/12/2024 | Southland Equity Partners LLC | 152,665 | $5.22M | 1.5% | +7.4% | 0.685% | |
4/12/2024 | AdvisorNet Financial Inc | 4,029 | $138K | 0.0% | +94.2% | 0.018% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 18,498 | $632K | 0.3% | +69.7% | 0.083% | |
4/11/2024 | O Connor Financial Group LLC | 6,937 | $237K | 0.1% | N/A | 0.042% | |
4/11/2024 | RFG Advisory LLC | 20,709 | $707K | 0.0% | +226.6% | 0.126% | |
4/10/2024 | BCS Wealth Management | 141,645 | $4.84M | 1.6% | +140.9% | 0.864% | |
4/2/2024 | McAlister Sweet & Associates Inc. | 52,826 | $1.81M | 1.4% | +6.8% | 0.322% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 9,399 | $307K | 0.0% | -38.4% | 0.057% | |
2/23/2024 | Chicago Partners Investment Group LLC | 11,739 | $386K | 0.0% | -36.0% | 0.072% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 11,525 | $376K | 0.4% | N/A | 0.070% | |
2/14/2024 | Visionary Wealth Advisors | 47,248 | $1.54M | 0.1% | -1.1% | 0.288% | |
2/13/2024 | Stephens Inc. AR | 107,765 | $3.52M | 0.1% | -34.9% | 0.657% | |
2/13/2024 | Belpointe Asset Management LLC | 117,004 | $3.82M | 0.3% | -8.2% | 0.713% | |
2/12/2024 | New Republic Capital LLC | 13,548 | $442K | 0.3% | N/A | 0.083% | |
2/12/2024 | Focus Financial Network Inc. ADV | 14,028 | $458K | 0.0% | N/A | 0.086% | |
2/12/2024 | Cape Investment Advisory Inc. | 28,700 | $937K | 0.5% | -9.7% | 0.175% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 9,630 | $314K | 0.0% | -23.2% | 0.059% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 89,335 | $2.92M | 0.0% | -4.4% | 0.545% | |
2/9/2024 | CreativeOne Wealth LLC | 40,795 | $1.33M | 0.1% | N/A | 0.249% | |
2/8/2024 | Kingsview Wealth Management LLC | 15,338 | $501K | 0.0% | -41.5% | 0.094% | |
2/8/2024 | Bedel Financial Consulting Inc. | 18,559 | $606K | 0.1% | -5.5% | 0.113% | |
2/8/2024 | Beacon Pointe Advisors LLC | 105,893 | $3.46M | 0.0% | -4.0% | 0.646% | |
2/8/2024 | Foundations Investment Advisors LLC | 6,769 | $225K | 0.0% | -48.8% | 0.041% | |
2/8/2024 | Janney Montgomery Scott LLC | 353,192 | $11.53M | 0.0% | -3.3% | 2.154% | |
2/7/2024 | Avantax Advisory Services Inc. | 36,768 | $1.20M | 0.0% | -30.2% | 0.224% | |
2/6/2024 | Lincoln National Corp | 400,282 | $13.07M | 0.2% | +3.8% | 2.441% | |
2/5/2024 | Silver Oak Securities Incorporated | 12,398 | $405K | 0.1% | +36.5% | 0.076% | |
2/2/2024 | Valmark Advisers Inc. | 9,138 | $298K | 0.0% | -48.8% | 0.056% | |
2/1/2024 | Sigma Planning Corp | 47,196 | $1.54M | 0.1% | -62.7% | 0.288% | |
2/1/2024 | CWM LLC | 20,318 | $663K | 0.0% | +35.6% | 0.124% | |
1/31/2024 | KFG Wealth Management LLC | 30,661 | $1.00M | 0.5% | -42.8% | 0.187% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 10,898 | $356K | 0.2% | -4.3% | 0.066% | |
1/29/2024 | Outlook Wealth Advisors LLC | 6,298 | $206K | 0.1% | -29.0% | 0.038% | |
1/26/2024 | Cerity Partners LLC | 26,440 | $863K | 0.0% | -3.1% | 0.161% | |
1/26/2024 | Soltis Investment Advisors LLC | 283,877 | $9.27M | 1.0% | N/A | 1.731% | |
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1/25/2024 | RFG Advisory LLC | 6,341 | $207K | 0.0% | N/A | 0.039% | |
1/25/2024 | Hazlett Burt & Watson Inc. | 4,365 | $142K | 0.1% | -10.6% | 0.027% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 62,484 | $2.04M | 0.5% | -0.6% | 0.381% | |
1/23/2024 | Alera Investment Advisors LLC | 13,396 | $437K | 0.1% | +55.3% | 0.082% | |
1/23/2024 | Foundry Financial Group Inc. | 13,700 | $447K | 0.4% | N/A | 0.084% | |
1/22/2024 | Miracle Mile Advisors LLC | 270,225 | $8.82M | 0.2% | -48.8% | 1.648% | |
1/19/2024 | Lineweaver Wealth Advisors LLC | 38,216 | $1.25M | 0.3% | -12.4% | 0.233% | |
1/19/2024 | Wagner Wealth Management LLC | 2,000 | $65K | 0.0% | N/A | 0.012% | |
1/18/2024 | John W. Brooker & Co. CPAs | 6,350 | $207K | 0.1% | -72.2% | 0.039% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 176,108 | $5.75M | 0.0% | -1.1% | 1.074% | |