5/9/2024 | SageView Advisory Group LLC | 4,977 | $319K | 0.0% | N/A | 0.041% | |
5/8/2024 | Avantax Advisory Services Inc. | 4,950 | $317K | 0.0% | -12.1% | 0.041% | |
5/7/2024 | Anson Capital Inc. | 3,135 | $201K | 0.3% | N/A | 0.026% | |
5/7/2024 | Benedetti & Gucer Inc. | 4,222 | $270K | 0.1% | -9.3% | 0.035% | |
5/7/2024 | Oppenheimer & Co. Inc. | 31,564 | $2.02M | 0.0% | +8.0% | 0.259% | |
5/4/2024 | WBI Investments LLC | 38,990 | $2.50M | 0.5% | +5.3% | 0.320% | |
|
5/2/2024 | Lewis Asset Management LLC | 10,919 | $699K | 0.6% | +10.5% | 0.090% | |
5/1/2024 | Janney Montgomery Scott LLC | 3,514 | $225K | 0.0% | -25.3% | 0.029% | |
4/30/2024 | J.W. Cole Advisors Inc. | 3,623 | $232K | 0.0% | +8.9% | 0.029% | |
4/29/2024 | Commonwealth Equity Services LLC | 88,076 | $5.64M | 0.0% | -12.9% | 0.717% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 18,978 | $1.22M | 0.0% | -51.6% | 0.154% | |
4/24/2024 | Landmark Wealth Management LLC | 44,158 | $2.83M | 1.3% | +3.2% | 0.359% | |
4/24/2024 | Essex Financial Services Inc. | 27,752 | $1.78M | 0.2% | -2.1% | 0.226% | |
4/23/2024 | United Asset Strategies Inc. | 12,500 | $800K | 0.1% | +5.0% | 0.102% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 13,513 | $865K | 0.1% | +22.6% | 0.110% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 247,254 | $15.83M | 0.0% | +3.6% | 2.012% | |
4/22/2024 | PFG Investments LLC | 17,490 | $1.12M | 0.1% | +1.2% | 0.142% | |
4/18/2024 | tru Independence LLC | 3,769 | $241K | 0.1% | -23.5% | 0.031% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 18,625 | $1.19M | 0.1% | -61.7% | 0.152% | |
4/16/2024 | Toth Financial Advisory Corp | 191,886 | $12.28M | 1.5% | +7.2% | 1.561% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 5,917 | $379K | 0.2% | +24.7% | 0.048% | |
4/8/2024 | Atlas Brown Inc. | 5,843 | $374K | 0.1% | +8.8% | 0.043% | |
4/3/2024 | Duncan Williams Asset Management LLC | 4,911 | $314K | 0.3% | N/A | 0.036% | |
3/22/2024 | PNC Financial Services Group Inc. | 634 | $41K | 0.0% | N/A | 0.005% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 7,839 | $510K | 0.0% | +3.1% | 0.057% | |
2/14/2024 | Jacobi Capital Management LLC | 22,847 | $1.49M | 0.2% | +8.2% | 0.167% | |
2/14/2024 | Visionary Wealth Advisors | 16,398 | $1.07M | 0.1% | +2.8% | 0.120% | |
2/14/2024 | CFS Investment Advisory Services LLC | 10,053 | $654K | 0.1% | -62.9% | 0.073% | |
2/13/2024 | Oppenheimer & Co. Inc. | 29,218 | $1.90M | 0.0% | +18.2% | 0.213% | |
2/13/2024 | Tower Research Capital LLC TRC | 521 | $34K | 0.0% | -92.7% | 0.004% | |
2/12/2024 | Harvest Investment Services LLC | 12,219 | $794K | 0.4% | +3.9% | 0.089% | |
2/9/2024 | WBI Investments LLC | 37,039 | $2.41M | 0.5% | -19.6% | 0.271% | |
2/9/2024 | Wells Fargo & Company MN | 536,086 | $34.85M | 0.0% | -3.5% | 3.916% | |
2/9/2024 | UBS Group AG | 462,095 | $30.04M | 0.0% | -0.1% | 3.375% | |
2/8/2024 | WT Wealth Management | 14,522 | $944K | 0.4% | +6.0% | 0.106% | |
2/8/2024 | Beacon Pointe Advisors LLC | 9,820 | $638K | 0.0% | -10.9% | 0.072% | |
2/7/2024 | Avantax Advisory Services Inc. | 5,629 | $366K | 0.0% | -6.1% | 0.041% | |
2/7/2024 | Northwest Financial Advisors | 13,297 | $864K | 0.7% | N/A | 0.097% | |
2/6/2024 | Palisade Asset Management LLC | 3,100 | $202K | 0.0% | N/A | 0.023% | |
2/6/2024 | Private Advisor Group LLC | 11,238 | $731K | 0.0% | +20.2% | 0.082% | |
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2/6/2024 | Benjamin F. Edwards & Company Inc. | 39,194 | $2.55M | 0.1% | -8.0% | 0.286% | |
2/6/2024 | Great Valley Advisor Group Inc. | 4,033 | $262K | 0.0% | -12.9% | 0.029% | |
2/6/2024 | Howe & Rusling Inc. | 5,017 | $326K | 0.0% | -4.2% | 0.037% | |
2/2/2024 | Truist Financial Corp | 51,866 | $3.37M | 0.0% | -1.4% | 0.379% | |
2/2/2024 | New England Private Wealth Advisors LLC | 25,708 | $1.67M | 0.3% | +0.9% | 0.188% | |
2/2/2024 | Capital Advisors Ltd. LLC | 4,566 | $297K | 0.0% | -37.1% | 0.033% | |
2/1/2024 | Jackson Grant Investment Advisers Inc. | 3,442 | $224K | 0.1% | -6.8% | 0.025% | |
1/31/2024 | J.W. Cole Advisors Inc. | 3,326 | $216K | 0.0% | N/A | 0.024% | |
1/30/2024 | Scissortail Wealth Management LLC | 4,692 | $299K | 0.1% | N/A | 0.034% | |
1/30/2024 | United Asset Strategies Inc. | 11,900 | $774K | 0.1% | +25.1% | 0.087% | |
1/29/2024 | Koshinski Asset Management Inc. | 6,590 | $428K | 0.1% | -7.6% | 0.048% | |
1/29/2024 | Round Rock Advisors LLC | 6,560 | $426K | 0.1% | -3.5% | 0.048% | |
1/26/2024 | Toth Financial Advisory Corp | 178,984 | $11.64M | 1.6% | -0.5% | 1.307% | |
1/24/2024 | Arlington Trust Co LLC | 149,020 | $9.69M | 2.7% | +309.0% | 1.089% | |
1/24/2024 | Total Clarity Wealth Management Inc. | 7,439 | $484K | 0.2% | +5.0% | 0.054% | |
1/23/2024 | Lewis Asset Management LLC | 9,881 | $642K | 0.6% | N/A | 0.072% | |
1/22/2024 | Landmark Wealth Management LLC | 42,802 | $2.78M | 1.4% | +7.8% | 0.313% | |
1/22/2024 | Miracle Mile Advisors LLC | 8,005 | $520K | 0.0% | N/A | 0.058% | |
1/19/2024 | Realta Investment Advisors | 5,402 | $351K | 0.1% | -6.8% | 0.039% | |
1/19/2024 | Pinnacle Associates Ltd. | 18,873 | $1.23M | 0.0% | +59.0% | 0.138% | |
1/18/2024 | Atlas Brown Inc. | 5,369 | $349K | 0.1% | +4.0% | 0.039% | |
1/18/2024 | Trueblood Wealth Management LLC | 13,948 | $907K | 0.6% | N/A | 0.102% | |
1/17/2024 | IFG Advisory LLC | 52,958 | $3.44M | 0.3% | +3.1% | 0.387% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 238,697 | $15.52M | 0.0% | -10.1% | 1.744% | |
1/16/2024 | Raymond James & Associates | 49,263 | $3.20M | 0.0% | -3.7% | 0.360% | |
1/12/2024 | Kraematon Investment Advisors Inc. | 7,894 | $513K | 0.6% | -26.9% | 0.058% | |
1/12/2024 | Trilogy Capital Inc. | 5,459 | $355K | 0.0% | -17.9% | 0.040% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 7,037 | $443K | 0.0% | -2.3% | 0.051% | |
1/5/2024 | Capital Investment Advisors LLC | 1,874,360 | $121.85M | 3.1% | +2.5% | 13.691% | |
1/2/2024 | Anchor Investment Management LLC | 1,906 | $124K | 0.0% | N/A | 0.014% | |
12/11/2023 | Headinvest LLC | 1,894 | $105K | 0.0% | -52.9% | 0.014% | |
12/6/2023 | Citigroup Inc. | 4,302 | $243K | 0.0% | +9.0% | 0.031% | |
12/4/2023 | WT Wealth Management | 13,696 | $775K | 0.3% | +1.2% | 0.100% | |
11/16/2023 | Essex Financial Services Inc. | 28,342 | $1.60M | 0.2% | +3.0% | 0.207% | |
11/15/2023 | Integrated Wealth Concepts LLC | 66,976 | $3.79M | 0.1% | +3.8% | 0.489% | |
11/15/2023 | Dana Investment Advisors Inc. | 9,237 | $523K | 0.0% | -25.6% | 0.067% | |
11/15/2023 | KPP Advisory Services LLC | 5,583 | $316K | 0.1% | N/A | 0.041% | |
11/15/2023 | Royal Capital Wealth Management LLC | 16,943 | $959K | 0.9% | -2.0% | 0.124% | |
11/14/2023 | Tower Research Capital LLC TRC | 7,133 | $404K | 0.0% | +990.7% | 0.052% | |
11/13/2023 | Jacobi Capital Management LLC | 21,120 | $1.20M | 0.1% | +4.6% | 0.154% | |
11/13/2023 | Stifel Financial Corp | 47,988 | $2.72M | 0.0% | -4.0% | 0.351% | |
11/13/2023 | Visionary Wealth Advisors | 15,956 | $903K | 0.1% | +14.4% | 0.117% | |
11/13/2023 | LPL Financial LLC | 258,815 | $14.64M | 0.0% | +20.2% | 1.891% | |
11/9/2023 | Blair William & Co. IL | 6,235 | $353K | 0.0% | +29.3% | 0.046% | |
11/9/2023 | UBS Group AG | 462,361 | $26.16M | 0.0% | +17.1% | 3.377% | |
11/9/2023 | Howe & Rusling Inc. | 5,236 | $296K | 0.0% | +3.8% | 0.038% | |
11/8/2023 | Sowell Financial Services LLC | 41,017 | $2.32M | 0.1% | +12.9% | 0.300% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 20,422 | $1.16M | 0.0% | -9.4% | 0.149% | |
11/8/2023 | Avantax Advisory Services Inc. | 5,996 | $339K | 0.0% | -49.1% | 0.044% | |
11/8/2023 | Oppenheimer & Co. Inc. | 24,724 | $1.40M | 0.0% | +5.9% | 0.181% | |
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11/7/2023 | United Asset Strategies Inc. | 9,516 | $538K | 0.1% | +2.0% | 0.070% | |
11/7/2023 | Insight Advisors LLC PA | 27,219 | $1.54M | 0.4% | -61.5% | 0.199% | |
11/7/2023 | Great Valley Advisor Group Inc. | 4,632 | $262K | 0.0% | -5.9% | 0.034% | |
11/6/2023 | Sigma Planning Corp | 3,738 | $212K | 0.0% | -62.3% | 0.027% | |
11/6/2023 | PFG Investments LLC | 17,323 | $980K | 0.2% | -42.9% | 0.127% | |
10/30/2023 | MWA Asset Management | 4,467 | $253K | 0.2% | N/A | 0.033% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 11,486 | $650K | 0.0% | N/A | 0.084% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 2,025 | $115K | 0.0% | +15.4% | 0.015% | |
10/25/2023 | Total Clarity Wealth Management Inc. | 7,085 | $401K | 0.2% | +5.4% | 0.052% | |
10/24/2023 | Arlington Partners LLC | 36,438 | $2.06M | 0.8% | -71.1% | 0.266% | |