3/15/2024 | B. Riley Wealth Advisors Inc. | 15,557 | $0.52M | 0.0% | -12.9% | 0.083% | |
2/15/2024 | GTS Securities LLC | 6,232 | $0.21M | 0.0% | N/A | 0.033% | |
2/15/2024 | Townsquare Capital LLC | 84,466 | $2.82M | 0.0% | -2.0% | 0.449% | |
2/15/2024 | OLD Mission Capital LLC | 28,033 | $0.94M | 0.0% | +179.8% | 0.149% | |
2/14/2024 | Royal Bank of Canada | 16,877 | $0.56M | 0.0% | +415.8% | 0.090% | |
2/14/2024 | Continuum Advisory LLC | 8,530 | $0.29M | 0.0% | N/A | 0.045% | |
|
2/14/2024 | Kestra Advisory Services LLC | 96,438 | $3.22M | 0.0% | +37.3% | 0.513% | |
2/14/2024 | Brown Wealth Management LLC | 31,267 | $1.04M | 0.5% | -5.2% | 0.166% | |
2/14/2024 | Visionary Wealth Advisors | 8,691 | $0.29M | 0.0% | -7.1% | 0.046% | |
2/14/2024 | Vantage Financial Partners Ltd. Inc. | 368,480 | $12.30M | 3.7% | -1.9% | 1.960% | |
2/13/2024 | Envestnet Asset Management Inc. | 111,985 | $3.74M | 0.0% | -11.1% | 0.596% | |
2/13/2024 | Cetera Advisor Networks LLC | 76,716 | $2.56M | 0.0% | -6.7% | 0.408% | |
2/12/2024 | Focus Financial Network Inc. ADV | 19,982 | $0.67M | 0.0% | N/A | 0.106% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 84,755 | $2.83M | 0.0% | -5.1% | 0.451% | |
2/9/2024 | Balboa Wealth Partners | 61,013 | $2.04M | 0.7% | -30.8% | 0.325% | |
2/9/2024 | InterOcean Capital Group LLC | 91,447 | $3.05M | 0.1% | -33.0% | 0.486% | |
2/9/2024 | CreativeOne Wealth LLC | 19,797 | $0.66M | 0.0% | N/A | 0.105% | |
2/8/2024 | Kingsview Wealth Management LLC | 9,806 | $0.33M | 0.0% | -12.1% | 0.052% | |
2/8/2024 | Beacon Pointe Advisors LLC | 94,482 | $3.15M | 0.0% | -13.4% | 0.503% | |
2/8/2024 | Janney Montgomery Scott LLC | 83,785 | $2.80M | 0.0% | -12.3% | 0.446% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,332 | $0.35M | 0.0% | -54.6% | 0.055% | |
2/7/2024 | Integrity Financial Corp WA | 6,398 | $0.21M | 0.2% | -6.7% | 0.034% | |
2/7/2024 | Principal Securities Inc. | 975 | $33K | 0.0% | N/A | 0.005% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 11,530 | $0.39M | 0.2% | -6.4% | 0.061% | |
2/6/2024 | Lincoln National Corp | 122,801 | $4.10M | 0.1% | +7.9% | 0.653% | |
2/6/2024 | ARS Wealth Advisors Group LLC | 24,552 | $0.82M | 0.1% | -5.7% | 0.131% | |
2/6/2024 | Axxcess Wealth Management LLC | 23,464 | $0.78M | 0.0% | -44.5% | 0.125% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 48,290 | $1.61M | 0.0% | +9.1% | 0.257% | |
2/5/2024 | Andina Capital Management LLC | 122,569 | $4.09M | 3.5% | N/A | 0.652% | |
2/2/2024 | Valmark Advisers Inc. | 12,494 | $0.42M | 0.0% | -44.0% | 0.066% | |
2/2/2024 | Truist Financial Corp | 161,601 | $5.39M | 0.0% | +1.1% | 0.860% | |
2/2/2024 | Atria Wealth Solutions Inc. | 15,219 | $0.51M | 0.0% | +10.8% | 0.081% | |
2/1/2024 | Corrado Advisors LLC | 31,701 | $1.06M | 0.9% | -6.0% | 0.169% | |
2/1/2024 | CRA Financial Services LLC | 21,620 | $0.72M | 0.2% | -37.9% | 0.115% | |
1/31/2024 | KFG Wealth Management LLC | 55,755 | $1.86M | 0.8% | -10.0% | 0.297% | |
1/30/2024 | Elmwood Wealth Management Inc. | 9,800 | $0.33M | 0.2% | -14.4% | 0.052% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 17,460 | $0.58M | 0.3% | -4.3% | 0.093% | |
1/29/2024 | Outlook Wealth Advisors LLC | 336,089 | $11.22M | 3.9% | -11.3% | 1.788% | |
1/26/2024 | Sequoia Financial Advisors LLC | 15,964 | $0.53M | 0.0% | -15.5% | 0.085% | |
1/25/2024 | Strategic Blueprint LLC | 71,608 | $2.39M | 0.2% | -2.0% | 0.381% | |
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1/24/2024 | Stratos Wealth Advisors LLC | 56,978 | $1.90M | 0.1% | -0.7% | 0.303% | |
1/23/2024 | Advisory Alpha LLC | 54,291 | $1.81M | 0.1% | -2.8% | 0.289% | |
1/22/2024 | Weaver Consulting Group | 100,122 | $3.34M | 1.4% | -1.0% | 0.533% | |
1/19/2024 | Lineweaver Wealth Advisors LLC | 343,496 | $11.47M | 3.0% | -2.0% | 1.827% | |
1/19/2024 | Wagner Wealth Management LLC | 1,990 | $66K | 0.0% | N/A | 0.011% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 23,466 | $0.78M | 0.1% | +3.5% | 0.125% | |
1/18/2024 | Yarger Wealth Strategies LLC | 131,184 | $4.38M | 3.5% | -0.5% | 0.698% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 116,165 | $3.88M | 0.0% | -6.1% | 0.618% | |
1/16/2024 | Retirement Planning Group LLC | 7,978 | $0.27M | 0.0% | -4.7% | 0.042% | |
1/16/2024 | CoreCap Advisors LLC | 75,297 | $2.51M | 0.2% | +3.3% | 0.401% | |
1/12/2024 | Global Strategic Investment Solutions LLC | 14,413 | $0.48M | 0.1% | -96.8% | 0.077% | |
1/12/2024 | Cardinal Point Capital Management ULC | 35,240 | $1.18M | 0.3% | -2.9% | 0.187% | |
1/12/2024 | Bellwether Advisors LLC | 120,063 | $4.01M | 1.0% | -0.3% | 0.639% | |
1/11/2024 | Brookstone Capital Management | 245,398 | $8.19M | 0.2% | -66.0% | 1.305% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 113,174 | $3.78M | 0.1% | -5.9% | 0.602% | |
1/11/2024 | BCS Wealth Management | 32,342 | $1.08M | 0.4% | -4.0% | 0.172% | |
1/11/2024 | City Holding Co. | 1,500 | $50K | 0.0% | -93.0% | 0.008% | |
1/10/2024 | Range Financial Group LLC | 7,301 | $0.24M | 0.1% | -38.6% | 0.039% | |
1/10/2024 | Advance Capital Management Inc. | 6,710 | $0.22M | 0.0% | -26.3% | 0.036% | |
1/9/2024 | Southland Equity Partners LLC | 102,464 | $3.42M | 1.1% | +4.1% | 0.545% | |
1/8/2024 | Gill Capital Partners LLC | 13,859 | $0.46M | 0.2% | -18.3% | 0.074% | |
1/8/2024 | Fragasso Group Inc. | 22,494 | $0.75M | 0.1% | +7.4% | 0.120% | |
11/16/2023 | Orion Capital Management LLC | 12,070 | $0.38M | 0.2% | -19.9% | 0.064% | |
11/16/2023 | Elmwood Wealth Management Inc. | 11,450 | $0.36M | 0.2% | -20.8% | 0.061% | |
11/16/2023 | Penserra Capital Management LLC | 700,954 | $21.95M | 0.5% | +11.6% | 3.728% | |
11/15/2023 | Townsquare Capital LLC | 86,197 | $2.70M | 0.0% | +83.4% | 0.458% | |
11/15/2023 | WealthPlan Investment Management LLC | 12,995 | $0.41M | 0.0% | N/A | 0.069% | |
11/15/2023 | Axxcess Wealth Management LLC | 42,309 | $1.33M | 0.0% | -10.6% | 0.225% | |
11/14/2023 | Brown Wealth Management LLC | 32,984 | $1.03M | 0.5% | +1.6% | 0.175% | |
11/14/2023 | Frisch Financial Group Inc. | 8,037 | $0.25M | 0.1% | -48.1% | 0.043% | |
11/13/2023 | Garden State Investment Advisory Services LLC | 18,050 | $0.57M | 0.3% | -17.4% | 0.096% | |
11/13/2023 | Certified Advisory Corp | 48,823 | $1.53M | 0.2% | -6.8% | 0.260% | |
11/13/2023 | Visionary Wealth Advisors | 9,351 | $0.29M | 0.0% | -33.6% | 0.050% | |
11/13/2023 | LPL Financial LLC | 12,770 | $0.40M | 0.0% | N/A | 0.068% | |
11/13/2023 | Envestnet Asset Management Inc. | 125,972 | $3.94M | 0.0% | -5.9% | 0.670% | |
11/9/2023 | Blair William & Co. IL | 135,543 | $4.24M | 0.0% | -0.5% | 0.721% | |
11/9/2023 | UBS Group AG | 1,832 | $57K | 0.0% | -54.4% | 0.010% | |
11/8/2023 | HighTower Advisors LLC | 163,102 | $5.10M | 0.0% | -31.6% | 0.868% | |
11/8/2023 | Janney Montgomery Scott LLC | 95,571 | $2.99M | 0.0% | -2.2% | 0.508% | |
11/8/2023 | Sutton Wealth Advisors Inc. | 18,196 | $0.57M | 0.3% | -1.7% | 0.097% | |
11/8/2023 | Avantax Advisory Services Inc. | 22,749 | $0.71M | 0.0% | -7.0% | 0.121% | |
11/7/2023 | Kingsview Wealth Management LLC | 11,158 | $0.35M | 0.0% | +23.7% | 0.059% | |
11/7/2023 | Cape Investment Advisory Inc. | 43,390 | $1.36M | 0.8% | -0.7% | 0.231% | |
11/6/2023 | Sigma Planning Corp | 12,486 | $0.39M | 0.0% | -26.8% | 0.066% | |
11/6/2023 | Lincoln National Corp | 113,775 | $3.56M | 0.1% | -8.5% | 0.605% | |
11/2/2023 | WealthPlan Investment Management LLC | 12,995 | $0.41M | 0.0% | N/A | 0.069% | |
11/1/2023 | Calton & Associates Inc. | 12,820 | $0.40M | 0.6% | N/A | 0.068% | |
11/1/2023 | Retirement Income Solutions Inc | 7,938 | $0.25M | 0.1% | -16.9% | 0.042% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 12,119 | $0.38M | 0.1% | +58.9% | 0.064% | |
10/30/2023 | Bellwether Advisors LLC | 120,447 | $3.77M | 1.0% | -0.7% | 0.641% | |
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10/26/2023 | ARS Wealth Advisors Group LLC | 26,043 | $0.82M | 0.1% | -1.3% | 0.139% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 120,328 | $3.77M | 0.1% | -1.3% | 0.640% | |
10/25/2023 | Gill Capital Partners LLC | 16,973 | $0.53M | 0.2% | -5.2% | 0.090% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 89,323 | $2.80M | 0.0% | +2.0% | 0.475% | |
10/23/2023 | Balboa Wealth Partners | 88,198 | $2.76M | 1.0% | -5.4% | 0.469% | |
10/23/2023 | Commonwealth Equity Services LLC | 805,500 | $25.22M | 0.1% | -2.5% | 4.285% | |
10/20/2023 | Brookstone Capital Management | 722,015 | $22.64M | 0.5% | -15.4% | 3.841% | |
10/20/2023 | Lineweaver Wealth Advisors LLC | 350,582 | $10.98M | 3.2% | -1.5% | 1.865% | |
10/20/2023 | Cardinal Point Capital Management ULC | 36,280 | $1.14M | 0.3% | -4.5% | 0.193% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 22,666 | $0.71M | 0.1% | +13.0% | 0.121% | |