3/15/2024 | B. Riley Wealth Advisors Inc. | 11,982 | $0.39M | 0.0% | -32.0% | 0.056% | |
3/6/2024 | SageView Advisory Group LLC | 128,203 | $4.24M | 0.1% | +21.0% | 0.600% | |
2/26/2024 | Centaurus Financial Inc. | 59,617 | $1.95M | 0.1% | -2.1% | 0.279% | |
2/23/2024 | Chicago Partners Investment Group LLC | 8,173 | $0.27M | 0.0% | -12.1% | 0.038% | |
2/16/2024 | SageView Advisory Group LLC | 128,203 | $4.24M | 0.1% | +21.0% | 0.600% | |
2/16/2024 | Harbour Investments Inc. | 18,431 | $0.60M | 0.0% | +25.9% | 0.086% | |
|
2/15/2024 | Townsquare Capital LLC | 93,158 | $3.05M | 0.1% | +9.6% | 0.436% | |
2/15/2024 | OLD Mission Capital LLC | 14,437 | $0.47M | 0.0% | -2.3% | 0.068% | |
2/14/2024 | Continuum Advisory LLC | 15,767 | $0.52M | 0.1% | +33.2% | 0.074% | |
2/14/2024 | Kestra Advisory Services LLC | 102,206 | $3.34M | 0.0% | +21.3% | 0.479% | |
2/14/2024 | Visionary Wealth Advisors | 15,642 | $0.51M | 0.0% | -13.1% | 0.073% | |
2/13/2024 | Envestnet Asset Management Inc. | 195,963 | $6.41M | 0.0% | -17.5% | 0.918% | |
2/13/2024 | Cetera Advisor Networks LLC | 95,967 | $3.14M | 0.0% | -25.8% | 0.449% | |
2/12/2024 | Schulz Wealth LTD. | 15,515 | $0.51M | 0.5% | N/A | 0.073% | |
2/12/2024 | Focus Financial Network Inc. ADV | 9,766 | $0.32M | 0.0% | N/A | 0.046% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 18,406 | $0.60M | 0.1% | -2.5% | 0.086% | |
2/9/2024 | SageView Advisory Group LLC | 128,203 | $4.24M | 0.1% | +21.0% | 0.600% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 217,782 | $7.12M | 0.0% | -14.8% | 1.020% | |
2/9/2024 | InterOcean Capital Group LLC | 15,900 | $0.52M | 0.0% | -41.7% | 0.074% | |
2/9/2024 | CreativeOne Wealth LLC | 10,767 | $0.35M | 0.0% | N/A | 0.050% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 30,076 | $0.98M | 0.1% | -4.2% | 0.141% | |
2/8/2024 | Beacon Pointe Advisors LLC | 124,252 | $4.06M | 0.0% | -8.7% | 0.582% | |
2/8/2024 | Foundations Investment Advisors LLC | 19,520 | $0.65M | 0.0% | -9.2% | 0.091% | |
2/8/2024 | Janney Montgomery Scott LLC | 175,561 | $5.74M | 0.0% | -46.6% | 0.822% | |
2/7/2024 | Avantax Advisory Services Inc. | 25,786 | $0.84M | 0.0% | -61.1% | 0.121% | |
2/7/2024 | Principal Securities Inc. | 29,236 | $0.96M | 0.0% | N/A | 0.137% | |
2/6/2024 | Lincoln National Corp | 124,122 | $4.06M | 0.1% | -0.6% | 0.581% | |
2/6/2024 | Spire Wealth Management | 39,137 | $1.29M | 0.0% | -0.9% | 0.183% | |
2/2/2024 | Valmark Advisers Inc. | 37,095 | $1.21M | 0.0% | -1.6% | 0.174% | |
2/2/2024 | Atria Wealth Solutions Inc. | 24,274 | $0.79M | 0.0% | -16.8% | 0.114% | |
2/1/2024 | Corrado Advisors LLC | 28,762 | $0.94M | 0.8% | -4.5% | 0.135% | |
2/1/2024 | Nikulski Financial Inc. | 107,869 | $3.53M | 1.3% | -3.5% | 0.505% | |
2/1/2024 | Sigma Planning Corp | 19,659 | $0.64M | 0.1% | +59.7% | 0.092% | |
2/1/2024 | CRA Financial Services LLC | 10,115 | $0.33M | 0.1% | -50.8% | 0.047% | |
1/31/2024 | KFG Wealth Management LLC | 99,806 | $3.26M | 1.5% | -25.2% | 0.467% | |
1/31/2024 | Integral Investment Advisors Inc. | 18,760 | $0.61M | 0.4% | -63.6% | 0.088% | |
1/30/2024 | Elmwood Wealth Management Inc. | 45,482 | $1.49M | 1.0% | -55.7% | 0.213% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 56,138 | $1.84M | 0.9% | -4.5% | 0.263% | |
1/26/2024 | Sequoia Financial Advisors LLC | 18,774 | $0.61M | 0.0% | -44.8% | 0.088% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 28,094 | $0.92M | 0.2% | -7.3% | 0.132% | |
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1/24/2024 | Stratos Wealth Advisors LLC | 19,757 | $0.65M | 0.0% | -9.7% | 0.093% | |
1/23/2024 | Milestone Asset Management LLC | 18,977 | $0.62M | 0.2% | -12.8% | 0.089% | |
1/23/2024 | Applied Capital LLC | 6,953 | $0.23M | 0.1% | -9.5% | 0.033% | |
1/23/2024 | My Personal CFO LLC | 9,603 | $0.31M | 0.2% | -9.8% | 0.045% | |
1/22/2024 | Miracle Mile Advisors LLC | 1,469,605 | $48.04M | 1.3% | -15.8% | 6.883% | |
1/19/2024 | AdvisorNet Financial Inc | 16,230 | $0.53M | 0.0% | -2.0% | 0.076% | |
1/19/2024 | Lineweaver Wealth Advisors LLC | 32,176 | $1.05M | 0.3% | -10.0% | 0.151% | |
1/19/2024 | PFG Advisors | 7,230 | $0.24M | 0.0% | -6.2% | 0.034% | |
1/19/2024 | Wagner Wealth Management LLC | 2,000 | $65K | 0.0% | N/A | 0.009% | |
1/18/2024 | John W. Brooker & Co. CPAs | 38,180 | $1.25M | 0.7% | -36.9% | 0.179% | |
1/18/2024 | Yarger Wealth Strategies LLC | 11,028 | $0.36M | 0.3% | -22.2% | 0.052% | |
1/18/2024 | Transform Wealth LLC | 289,060 | $9.45M | 0.9% | -37.2% | 1.354% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 137,545 | $4.50M | 0.0% | -10.6% | 0.644% | |
1/16/2024 | Raymond James & Associates | 20,516 | $0.67M | 0.0% | +3.4% | 0.096% | |
1/16/2024 | CoreCap Advisors LLC | 57,990 | $1.90M | 0.1% | +4.0% | 0.272% | |
1/12/2024 | Mutual Advisors LLC | 10,397 | $0.34M | 0.0% | -5.3% | 0.049% | |
1/12/2024 | Bellwether Advisors LLC | 209,047 | $6.83M | 1.7% | -2.5% | 0.979% | |
1/11/2024 | Brookstone Capital Management | 120,248 | $3.93M | 0.1% | -18.7% | 0.563% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 292,364 | $9.56M | 0.3% | -21.2% | 1.369% | |
1/11/2024 | BCS Wealth Management | 57,606 | $1.88M | 0.7% | -8.3% | 0.270% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 27,368 | $0.90M | 0.2% | -3.5% | 0.128% | |
1/9/2024 | Southland Equity Partners LLC | 174,656 | $5.71M | 1.8% | -0.2% | 0.818% | |
1/8/2024 | Gill Capital Partners LLC | 55,347 | $1.81M | 0.8% | -4.0% | 0.259% | |
12/6/2023 | VisionPoint Advisory Group LLC | 6,320 | $0.19M | 0.1% | N/A | 0.030% | |
11/16/2023 | Creative Planning | 7,416 | $0.23M | 0.0% | N/A | 0.035% | |
11/16/2023 | Orion Capital Management LLC | 13,550 | $0.42M | 0.3% | -14.0% | 0.063% | |
11/16/2023 | Harbour Investments Inc. | 14,637 | $0.45M | 0.0% | +41.5% | 0.069% | |
11/16/2023 | Elmwood Wealth Management Inc. | 102,729 | $3.15M | 1.5% | -8.0% | 0.481% | |
11/16/2023 | Penserra Capital Management LLC | 730,613 | $22.36M | 0.5% | +11.5% | 3.422% | |
11/15/2023 | Townsquare Capital LLC | 85,030 | $2.60M | 0.0% | +214.5% | 0.398% | |
11/14/2023 | Milestone Asset Management LLC | 21,775 | $0.67M | 0.2% | -94.6% | 0.102% | |
11/14/2023 | Mutual Advisors LLC | 10,979 | $0.34M | 0.0% | +5.3% | 0.051% | |
11/13/2023 | Garden State Investment Advisory Services LLC | 11,520 | $0.35M | 0.2% | -20.2% | 0.054% | |
11/13/2023 | Mariner LLC | 17,132 | $0.58M | 0.0% | N/A | 0.080% | |
11/13/2023 | Visionary Wealth Advisors | 18,004 | $0.55M | 0.0% | -5.7% | 0.084% | |
11/13/2023 | LPL Financial LLC | 79,332 | $2.43M | 0.0% | +71.2% | 0.372% | |
11/13/2023 | Envestnet Asset Management Inc. | 237,597 | $7.27M | 0.0% | -11.7% | 1.113% | |
11/13/2023 | Kestra Advisory Services LLC | 84,252 | $2.58M | 0.0% | +4.8% | 0.395% | |
11/8/2023 | BCGM Wealth Management LLC | 8,779 | $0.27M | 0.1% | -17.5% | 0.041% | |
11/8/2023 | HighTower Advisors LLC | 398,937 | $12.21M | 0.0% | +7.7% | 1.869% | |
11/8/2023 | Sequoia Financial Advisors LLC | 33,989 | $1.04M | 0.0% | +21.8% | 0.159% | |
11/8/2023 | Janney Montgomery Scott LLC | 328,976 | $10.07M | 0.0% | +4.7% | 1.541% | |
11/8/2023 | Atria Wealth Solutions Inc. | 29,174 | $0.89M | 0.0% | -3.0% | 0.137% | |
11/8/2023 | Valmark Advisers Inc. | 37,709 | $1.15M | 0.0% | -3.2% | 0.177% | |
11/7/2023 | Kingsview Wealth Management LLC | 35,472 | $1.09M | 0.0% | -5.6% | 0.166% | |
11/7/2023 | Sound View Wealth Advisors Group LLC | 31,398 | $0.96M | 0.1% | -5.7% | 0.147% | |
11/6/2023 | Sigma Planning Corp | 12,311 | $0.38M | 0.0% | -18.8% | 0.058% | |
11/6/2023 | Corrado Advisors LLC | 30,129 | $0.92M | 0.6% | -1.3% | 0.141% | |
11/6/2023 | My Personal CFO LLC | 10,646 | $0.33M | 0.3% | +20.7% | 0.050% | |
11/6/2023 | Lincoln National Corp | 124,873 | $3.82M | 0.1% | -20.6% | 0.585% | |
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11/3/2023 | SageView Advisory Group LLC | 105,924 | $3.24M | 0.2% | -1.0% | 0.496% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 30,312 | $0.93M | 0.2% | +4.1% | 0.142% | |
10/30/2023 | Arete Wealth Advisors LLC | 6,750 | $0.21M | 0.0% | N/A | 0.032% | |
10/30/2023 | Bellwether Advisors LLC | 214,382 | $6.56M | 1.8% | -2.7% | 1.004% | |
10/26/2023 | Castleview Partners LLC | 5,654 | $0.17M | 0.2% | +194.5% | 0.026% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 370,875 | $11.35M | 0.3% | -1.3% | 1.737% | |
10/25/2023 | Gill Capital Partners LLC | 57,669 | $1.77M | 0.8% | -20.0% | 0.270% | |
10/25/2023 | Miracle Mile Advisors LLC | 1,745,198 | $53.42M | 1.6% | -3.2% | 8.174% | |
10/24/2023 | Stratos Wealth Advisors LLC | 21,885 | $0.67M | 0.0% | -43.9% | 0.103% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 153,784 | $4.71M | 0.0% | -4.1% | 0.720% | |