5/3/2024 | Avidian Wealth Solutions LLC | 3,983 | $305K | 0.0% | +55.4% | 0.009% | |
5/2/2024 | RiverFront Investment Group LLC | 853,411 | $65.37M | 1.8% | +3.9% | 1.985% | |
5/2/2024 | Almanack Investment Partners LLC. | 18,999 | $1.46M | 0.2% | -83.2% | 0.044% | |
5/2/2024 | Comprehensive Wealth Management LLC | 9,426 | $722K | 0.6% | +14.0% | 0.022% | |
5/1/2024 | Janney Montgomery Scott LLC | 115,254 | $8.83M | 0.0% | +10.8% | 0.268% | |
5/1/2024 | BNP Paribas Financial Markets | 58,222 | $4.46M | 0.0% | +359.5% | 0.135% | |
|
5/1/2024 | Source Financial Advisors LLC | 7,668 | $587K | 0.2% | -40.3% | 0.018% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 201,831 | $15.46M | 0.0% | N/A | 0.469% | |
4/29/2024 | Commonwealth Equity Services LLC | 31,378 | $2.40M | 0.0% | -42.4% | 0.073% | |
4/29/2024 | Paragon Advisors LLC | 34,689 | $2.66M | 1.1% | -71.8% | 0.081% | |
4/26/2024 | Clear Creek Financial Management LLC | 51,457 | $3.94M | 0.5% | +1.7% | 0.120% | |
4/25/2024 | Simplex Trading LLC | 7,530 | $576K | 0.0% | -58.5% | 0.018% | |
4/25/2024 | North Ridge Wealth Advisors Inc. | 103,845 | $7.96M | 6.2% | +5.4% | 0.242% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 43,032 | $3.30M | 0.0% | -0.7% | 0.100% | |
4/24/2024 | Trinity Legacy Partners LLC | 18,792 | $1.44M | 0.4% | +54.9% | 0.044% | |
4/24/2024 | Simplicity Wealth LLC | 9,633 | $738K | 0.0% | N/A | 0.022% | |
4/24/2024 | H&H Retirement Design & Management INC | 160,802 | $11.23M | 7.4% | -15.3% | 0.374% | |
4/23/2024 | Global Retirement Partners LLC | 1,458 | $112K | 0.0% | +37.8% | 0.003% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 96,245 | $7.37M | 0.0% | +37.5% | 0.224% | |
4/22/2024 | Altfest L J & Co. Inc. | 27,903 | $2.14M | 0.3% | +1.3% | 0.065% | |
4/22/2024 | Drive Wealth Management LLC | 8,484 | $650K | 0.2% | -6.6% | 0.020% | |
4/22/2024 | Raymond James & Associates | 283,765 | $21.74M | 0.0% | +6.8% | 0.660% | |
4/19/2024 | Marshall Financial Group LLC | 88,097 | $6.75M | 1.9% | +15.4% | 0.205% | |
4/19/2024 | Accel Wealth Management | 15,086 | $1.16M | 0.5% | +20.7% | 0.035% | |
4/19/2024 | Fluent Financial LLC | 158,218 | $12.12M | 6.7% | +2.0% | 0.368% | |
4/18/2024 | RHS Financial LLC | 6,204 | $475K | 0.3% | -7.5% | 0.014% | |
4/16/2024 | Bouvel Investment Partners LLC | 44,072 | $3.38M | 1.5% | -2.5% | 0.102% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 154,042 | $11.80M | 0.0% | +40.9% | 0.358% | |
4/15/2024 | Sinecera Capital LLC | 6,675 | $511K | 0.7% | -94.6% | 0.016% | |
4/15/2024 | Clarity Financial LLC | 4,398 | $337K | 0.1% | +4.2% | 0.010% | |
4/12/2024 | Fermata Advisors LLC | 75,975 | $5.82M | 1.3% | -1.2% | 0.294% | |
4/12/2024 | Range Financial Group LLC | 6,281 | $481K | 0.2% | +147.9% | 0.024% | |
4/12/2024 | Lloyd Advisory Services LLC. | 16,430 | $1.26M | 0.3% | -76.9% | 0.063% | |
4/11/2024 | Beacon Capital Management Inc. | 458,514 | $33.79M | 1.4% | -46.1% | 1.772% | |
4/11/2024 | Ballew Advisors Inc | 10,984 | $784K | 0.5% | -3.4% | 0.042% | |
4/10/2024 | Johnson & White Wealth Management LLC | 36,556 | $2.80M | 2.0% | +23.2% | 0.141% | |
4/10/2024 | VanderPol Investments L.L.C. | 8,172 | $626K | 1.8% | +98.6% | 0.032% | |
4/10/2024 | Conrad Siegel Investment Advisors Inc. | 97,609 | $7.48M | 2.2% | N/A | 0.377% | |
4/10/2024 | Legacy Private Trust Co. | 187,437 | $14.36M | 1.0% | +45.9% | 0.724% | |
4/8/2024 | Mid American Wealth Advisory Group Inc. | 4,667 | $357K | 0.2% | N/A | 0.018% | |
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4/2/2024 | Heartwood Wealth Advisors LLC | 156,703 | $12.00M | 1.5% | N/A | 0.605% | |
3/22/2024 | PNC Financial Services Group Inc. | 123,314 | $9.99M | 0.0% | -11.5% | 0.476% | |
3/15/2024 | VanderPol Investments L.L.C. | 4,114 | $333K | 1.1% | N/A | 0.016% | |
3/1/2024 | Pineridge Advisors LLC | 708 | $57K | 0.0% | N/A | 0.003% | |
2/26/2024 | Centaurus Financial Inc. | 4,565 | $370K | 0.0% | -9.5% | 0.018% | |
2/26/2024 | Virtu Financial LLC | 3,373 | $273K | 0.0% | N/A | 0.013% | |
2/20/2024 | Able Wealth Management LLC | 634 | $51K | 0.0% | N/A | 0.002% | |
2/16/2024 | Harbour Investments Inc. | 212,178 | $17.19M | 0.7% | +32.5% | 0.820% | |
2/16/2024 | Aspect Partners LLC | 3,619 | $293K | 0.2% | N/A | 0.014% | |
2/15/2024 | Forefront Analytics LLC | 83,149 | $6.74M | 3.3% | +22.3% | 0.321% | |
2/14/2024 | Alpha Square Group S LLC | 52,000 | $4.21M | 4.9% | +48.6% | 0.201% | |
2/14/2024 | Retirement Capital Strategies | 18,643 | $1.51M | 0.7% | N/A | 0.072% | |
2/14/2024 | Woodward Diversified Capital LLC | 9,936 | $805K | 0.5% | N/A | 0.038% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,077,315 | $87.30M | 0.0% | +27.7% | 4.163% | |
2/13/2024 | Cetera Advisor Networks LLC | 52,401 | $4.25M | 0.0% | +157.3% | 0.202% | |
2/13/2024 | Advanced Research Investment Solutions LLC | 12,661 | $1.03M | 0.6% | -23.8% | 0.049% | |
2/13/2024 | Lloyd Advisory Services LLC. | 71,035 | $5.76M | 2.7% | N/A | 0.274% | |
2/12/2024 | Madison Asset Management LLC | 35,032 | $2.84M | 0.0% | -35.7% | 0.135% | |
2/12/2024 | AMJ Financial Wealth Management | 172,749 | $14.00M | 5.9% | +48.4% | 0.668% | |
2/12/2024 | Evoke Wealth LLC | 115,410 | $9.35M | 0.2% | +47.6% | 0.446% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 4,363 | $354K | 0.0% | +308.1% | 0.017% | |
2/12/2024 | Cape Investment Advisory Inc. | 701 | $57K | 0.0% | N/A | 0.003% | |
2/9/2024 | Sepio Capital LP | 3,105 | $252K | 0.0% | -80.5% | 0.012% | |
2/9/2024 | H&H Retirement Design & Management INC | 189,882 | $14.33M | 9.0% | N/A | 0.734% | |
2/9/2024 | Advisory Services Network LLC | 56,956 | $4.62M | 0.1% | -0.6% | 0.220% | |
2/9/2024 | Orion Portfolio Solutions LLC | 6,443 | $508K | 0.0% | +82.9% | 0.025% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 43,324 | $3.51M | 0.0% | -72.4% | 0.167% | |
2/9/2024 | EverSource Wealth Advisors LLC | 381 | $31K | 0.0% | N/A | 0.001% | |
2/9/2024 | Crewe Advisors LLC | 853 | $69K | 0.0% | N/A | 0.003% | |
2/9/2024 | Wells Fargo & Company MN | 199,509 | $16.17M | 0.0% | -14.8% | 0.771% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 186,827 | $15.14M | 0.8% | -10.5% | 0.722% | |
2/9/2024 | UBS Group AG | 203,339 | $16.48M | 0.0% | +64.1% | 0.786% | |
2/9/2024 | PNC Financial Services Group Inc. | 123,314 | $9.99M | 0.0% | -11.5% | 0.476% | |
2/8/2024 | Main Street Financial Solutions LLC | 26,068 | $2.11M | 0.3% | N/A | 0.101% | |
2/8/2024 | Janney Montgomery Scott LLC | 104,010 | $8.43M | 0.0% | -3.9% | 0.402% | |
2/7/2024 | Avantax Advisory Services Inc. | 12,008 | $973K | 0.0% | -36.2% | 0.046% | |
2/7/2024 | Almanack Investment Partners LLC. | 113,114 | $9.17M | 1.3% | N/A | 0.437% | |
2/7/2024 | Ieq Capital LLC | 3,200 | $259K | 0.0% | N/A | 0.012% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 40,883 | $3.31M | 0.0% | N/A | 0.158% | |
2/7/2024 | BNP Paribas Financial Markets | 12,671 | $1.03M | 0.0% | -29.2% | 0.049% | |
2/6/2024 | Private Advisor Group LLC | 6,065 | $491K | 0.0% | N/A | 0.023% | |
2/6/2024 | Avidian Wealth Solutions LLC | 2,563 | $208K | 0.0% | -51.1% | 0.010% | |
2/6/2024 | National Bank of Canada FI | 12,530 | $1.01M | 0.0% | -12.3% | 0.048% | |
2/6/2024 | Merit Financial Group LLC | 13,884 | $1.13M | 0.0% | -46.6% | 0.054% | |
2/6/2024 | Aveo Capital Partners LLC | 7,328 | $594K | 0.1% | -36.3% | 0.028% | |
2/5/2024 | Andina Capital Management LLC | 67,778 | $5.49M | 4.7% | N/A | 0.262% | |
2/5/2024 | Owen LaRue LLC | 44,696 | $3.62M | 3.4% | N/A | 0.173% | |
2/5/2024 | Kestra Private Wealth Services LLC | 2,843 | $230K | 0.0% | N/A | 0.011% | |
2/5/2024 | RiverFront Investment Group LLC | 821,132 | $66.54M | 2.1% | +1.5% | 3.173% | |
2/2/2024 | Truist Financial Corp | 148,636 | $12.04M | 0.0% | +22.1% | 0.574% | |
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2/2/2024 | Simplex Trading LLC | 18,138 | $1.47M | 0.0% | +38.3% | 0.070% | |
2/2/2024 | Atria Wealth Solutions Inc. | 125,568 | $10.18M | 0.1% | +80.4% | 0.485% | |
2/1/2024 | Capital Investment Advisory Services LLC | 700 | $57K | 0.0% | -21.9% | 0.003% | |
2/1/2024 | Criterion Capital Advisors LLC | 330 | $27K | 0.0% | N/A | 0.001% | |
1/31/2024 | RIA Advisory Group LLC | 1,991 | $161K | 0.0% | N/A | 0.008% | |
1/31/2024 | Institute for Wealth Management LLC. | 9,583 | $777K | 0.1% | +48.0% | 0.037% | |
1/31/2024 | Beaumont Financial Advisors LLC | 3,075 | $249K | 0.0% | -45.9% | 0.012% | |
1/30/2024 | Grant GrossMendelsohn LLC | 38,694 | $2.89M | 1.2% | N/A | 0.150% | |
1/30/2024 | Keel Point LLC | 2,697 | $219K | 0.0% | N/A | 0.010% | |
1/29/2024 | Simplicity Solutions LLC | 16,677 | $1.35M | 0.0% | N/A | 0.064% | |