7/26/2024 | Crown Wealth Group LLC | 28,930 | $1.16M | 0.6% | -10.2% | 0.098% | |
7/26/2024 | Jessup Wealth Management Inc | 37,535 | $1.51M | 0.6% | -1.8% | 0.128% | |
7/26/2024 | Harbour Investments Inc. | 36,559 | $1.47M | 0.0% | -1.2% | 0.124% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 229,799 | $9.25M | 0.0% | -16.7% | 0.782% | |
7/26/2024 | My Personal CFO LLC | 17,564 | $707K | 0.4% | -1.8% | 0.060% | |
7/24/2024 | Catalina Capital Group LLC | 11,822 | $476K | 0.2% | -2.1% | 0.040% | |
|
7/24/2024 | Cornerstone Wealth Group LLC | 6,113 | $246K | 0.0% | -4.7% | 0.021% | |
7/22/2024 | Atria Wealth Solutions Inc. | 48,194 | $1.94M | 0.0% | -1.2% | 0.164% | |
7/22/2024 | Focus Financial Network Inc. | 26,081 | $1.06M | 0.0% | -5.8% | 0.089% | |
7/22/2024 | Pallas Capital Advisors LLC | 90,416 | $3.66M | 0.2% | +12.5% | 0.308% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 712,684 | $28.67M | 0.0% | +1.4% | 2.424% | |
7/19/2024 | Clay Northam Wealth Management LLC | 24,610 | $990K | 0.8% | -2.1% | 0.084% | |
7/19/2024 | Raymond James & Associates | 58,068 | $2.34M | 0.0% | -25.4% | 0.198% | |
7/19/2024 | MBL Wealth LLC | 10,856 | $437K | 0.0% | -21.2% | 0.037% | |
7/18/2024 | Brookstone Capital Management | 494,186 | $20.05M | 0.3% | -58.4% | 1.681% | |
7/18/2024 | Outlook Wealth Advisors LLC | 10,260 | $413K | 0.1% | -86.8% | 0.035% | |
7/18/2024 | Triad Wealth Partners LLC | 2,202 | $89K | 0.0% | N/A | 0.007% | |
7/18/2024 | Fiduciary Financial Group LLC | 8,432 | $343K | 0.1% | N/A | 0.029% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 96,900 | $3.90M | 0.0% | +2.4% | 0.330% | |
7/16/2024 | Maia Wealth LLC | 6,267 | $255K | 0.1% | N/A | 0.021% | |
7/15/2024 | Transform Wealth LLC | 390,844 | $15.72M | 1.2% | -9.6% | 1.329% | |
7/15/2024 | RFG Advisory LLC | 47,297 | $1.90M | 0.1% | +8.3% | 0.161% | |
7/12/2024 | Southland Equity Partners LLC | 470,003 | $18.91M | 5.4% | +0.4% | 1.599% | |
7/12/2024 | City Holding Co. | 163,570 | $6.58M | 1.0% | -4.4% | 0.556% | |
7/12/2024 | CRA Financial Services LLC | 85,204 | $3.43M | 0.7% | -3.2% | 0.290% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 34,996 | $1.41M | 0.1% | -4.7% | 0.119% | |
7/10/2024 | Gill Capital Partners LLC | 35,686 | $1.44M | 0.6% | -3.5% | 0.121% | |
7/10/2024 | CWM LLC | 54,496 | $2.19M | 0.0% | +5.5% | 0.185% | |
7/9/2024 | Fragasso Financial Advisors Inc | 5,022 | $202K | 0.0% | N/A | 0.017% | |
7/5/2024 | HBW Advisory Services LLC | 52,212 | $2.10M | 0.3% | N/A | 0.178% | |
6/11/2024 | EverSource Wealth Advisors LLC | 6,185 | $239K | 0.0% | +135.4% | 0.021% | |
5/30/2024 | Motiv8 Investments LLC | 208,714 | $8.16M | 6.3% | +41.5% | 0.710% | |
5/29/2024 | Soltis Investment Advisors LLC | 20,062 | $785K | 0.1% | -20.4% | 0.068% | |
5/24/2024 | Cetera Advisor Networks LLC | 420,640 | $16.45M | 0.1% | +41.0% | 1.431% | |
5/24/2024 | Cetera Advisors LLC | 90,319 | $3.53M | 0.0% | +134.2% | 0.307% | |
5/24/2024 | Cetera Investment Advisers | 535,905 | $20.96M | 0.0% | +2,624.2% | 1.823% | |
5/23/2024 | FSA Advisors Inc. | 44,791 | $1.75M | 1.9% | -2.3% | 0.152% | |
5/21/2024 | Atria Investments Inc | 231,996 | $9.07M | 0.1% | N/A | 0.789% | |
5/20/2024 | Bullseye Investment Management LLC | 9,370 | $366K | 0.2% | N/A | 0.032% | |
5/17/2024 | WealthPlan Investment Management LLC | 31,889 | $1.25M | 0.2% | -46.9% | 0.108% | |
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5/14/2024 | First Commonwealth Financial Corp PA | 35,735 | $1.40M | 0.4% | N/A | 0.120% | |
5/14/2024 | Axxcess Wealth Management LLC | 108,621 | $4.25M | 0.1% | +214.0% | 0.366% | |
5/14/2024 | CreativeOne Wealth LLC | 17,550 | $686K | 0.0% | +21.0% | 0.059% | |
5/14/2024 | Evermay Wealth Management LLC | 102,816 | $4.02M | 0.6% | +78.2% | 0.346% | |
5/14/2024 | InterOcean Capital Group LLC | 234,339 | $9.17M | 0.2% | +1,218.7% | 0.789% | |
5/10/2024 | Osaic Holdings Inc. | 970,358 | $37.95M | 0.1% | +267.1% | 3.267% | |
5/10/2024 | Alera Investment Advisors LLC | 63,256 | $2.47M | 0.3% | -5.1% | 0.213% | |
5/9/2024 | Corrado Advisors LLC | 55,134 | $2.16M | 1.4% | N/A | 0.186% | |
5/9/2024 | Orion Portfolio Solutions LLC | 25,194 | $985K | 0.0% | +243.2% | 0.085% | |
5/9/2024 | Blair William & Co. IL | 15,068 | $589K | 0.0% | +3,950.5% | 0.051% | |
5/9/2024 | Kingsview Wealth Management LLC | 7,139 | $279K | 0.0% | +15.4% | 0.024% | |
5/9/2024 | Delta Investment Management LLC | 16,122 | $631K | 0.1% | +22.6% | 0.054% | |
5/9/2024 | Stuart Chaussee & Associates Inc. | 54,390 | $2.13M | 0.6% | -75.9% | 0.183% | |
5/9/2024 | Koshinski Asset Management Inc. | 21,357 | $835K | 0.1% | -13.1% | 0.072% | |
5/8/2024 | Berkshire Money Management Inc. | 8,204 | $321K | 0.0% | N/A | 0.028% | |
5/8/2024 | Avantax Advisory Services Inc. | 25,833 | $1.01M | 0.0% | +36.9% | 0.087% | |
5/7/2024 | Bedel Financial Consulting Inc. | 22,263 | $871K | 0.1% | -2.0% | 0.075% | |
5/7/2024 | BCGM Wealth Management LLC | 87,599 | $3.43M | 1.2% | -0.6% | 0.295% | |
5/7/2024 | WealthPLAN Partners LLC | 45,016 | $1.76M | 0.2% | +153.2% | 0.152% | |
5/7/2024 | Pillar Wealth Advisors LLC | 12,168 | $476K | 0.4% | +7.6% | 0.041% | |
5/6/2024 | Gill Capital Partners LLC | 36,982 | $1.43M | 0.6% | +131.5% | 0.125% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,189 | $242K | 0.0% | N/A | 0.021% | |
5/3/2024 | AA Financial Advisors LLC | 169,860 | $6.64M | 2.7% | +0.8% | 0.572% | |
5/2/2024 | Lincoln National Corp | 760,263 | $29.73M | 0.5% | -3.1% | 2.560% | |
5/2/2024 | Crown Wealth Group LLC | 32,222 | $1.26M | 0.6% | +1.9% | 0.108% | |
5/1/2024 | Janney Montgomery Scott LLC | 475,575 | $18.60M | 0.1% | +18.2% | 1.601% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 1,400 | $55K | 0.0% | N/A | 0.005% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 29,550 | $1.16M | 0.3% | -4.8% | 0.099% | |
4/30/2024 | J.W. Cole Advisors Inc. | 9,815 | $384K | 0.0% | N/A | 0.033% | |
4/30/2024 | Strategic Wealth Partners Group LLC | 322,311 | $12.61M | 1.4% | +2.1% | 1.085% | |
4/30/2024 | Macroview Investment Management LLC | 1,866 | $73K | 0.1% | N/A | 0.006% | |
4/30/2024 | Madison Wealth Partners Inc | 5,915 | $231K | 0.1% | N/A | 0.020% | |
4/30/2024 | Lakeridge Wealth Management LLC | 24,878 | $973K | 0.6% | N/A | 0.084% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,090,442 | $42.65M | 0.1% | +77.0% | 3.672% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 125,771 | $4.92M | 0.1% | +213.2% | 0.423% | |
4/29/2024 | Castle Wealth Management LLC | 26,390 | $1.03M | 0.5% | +34.3% | 0.089% | |
4/29/2024 | Yarger Wealth Strategies LLC | 42,040 | $1.64M | 1.1% | N/A | 0.142% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 275,891 | $10.79M | 0.0% | +2.7% | 0.914% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 17,186 | $672K | 0.5% | +2.4% | 0.057% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 72,688 | $2.84M | 0.6% | -1.5% | 0.241% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 13,975 | $547K | 0.0% | N/A | 0.046% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 41,230 | $1.61M | 0.3% | -4.9% | 0.137% | |
4/23/2024 | Strategic Blueprint LLC | 55,829 | $2.18M | 0.2% | +53.1% | 0.185% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 702,839 | $27.49M | 0.0% | +220.5% | 2.327% | |
4/22/2024 | Legacy CG LLC | 366,965 | $14.35M | 5.2% | N/A | 1.215% | |
4/22/2024 | Outlook Wealth Advisors LLC | 77,733 | $3.04M | 0.9% | N/A | 0.257% | |
4/22/2024 | MBL Wealth LLC | 13,771 | $539K | 0.1% | N/A | 0.046% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 318,011 | $12.44M | 0.3% | +23.7% | 1.053% | |
4/19/2024 | KFG Wealth Management LLC | 40,151 | $1.57M | 0.6% | +80.0% | 0.133% | |
4/17/2024 | Cornerstone Wealth Group LLC | 6,413 | $251K | 0.0% | N/A | 0.021% | |
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4/17/2024 | CRA Financial Services LLC | 88,048 | $3.44M | 0.7% | +60.0% | 0.292% | |
4/16/2024 | Weaver Consulting Group | 21,037 | $823K | 0.3% | +145.2% | 0.070% | |
4/16/2024 | Jessup Wealth Management Inc | 38,218 | $1.50M | 0.6% | N/A | 0.127% | |
4/16/2024 | Transform Wealth LLC | 432,186 | $16.90M | 1.6% | N/A | 1.431% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 94,667 | $3.70M | 0.0% | +8.8% | 0.313% | |
4/15/2024 | Brookstone Capital Management | 1,186,831 | $46.42M | 0.8% | +1,088.9% | 3.930% | |
4/15/2024 | Sunbelt Securities Inc. | 20,592 | $805K | 0.1% | -13.7% | 0.068% | |
4/13/2024 | Parkside Investments LLC | 14,700 | $575K | 0.1% | -2.2% | 0.049% | |
4/12/2024 | Keystone Wealth Services LLC | 23,718 | $928K | 0.3% | -3.9% | 0.079% | |
4/12/2024 | Southland Equity Partners LLC | 468,143 | $18.31M | 5.1% | +0.8% | 1.550% | |