4/23/2024 | Strategic Blueprint LLC | 13,617 | $442K | 0.0% | -14.5% | 0.105% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 231,177 | $7.51M | 0.0% | +0.3% | 1.785% | |
4/22/2024 | Outlook Wealth Advisors LLC | 23,506 | $763K | 0.2% | -11.0% | 0.182% | |
4/22/2024 | Raymond James & Associates | 156,178 | $5.07M | 0.0% | -17.3% | 1.206% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 58,279 | $1.89M | 0.0% | -1.5% | 0.450% | |
4/19/2024 | KFG Wealth Management LLC | 155,176 | $5.04M | 2.1% | -5.4% | 1.198% | |
|
4/17/2024 | Cornerstone Wealth Group LLC | 12,202 | $396K | 0.0% | +78.3% | 0.094% | |
4/16/2024 | Weaver Consulting Group | 28,458 | $924K | 0.3% | -10.2% | 0.220% | |
4/16/2024 | Cypress Wealth Services LLC | 8,887 | $289K | 0.1% | -16.3% | 0.069% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 128,639 | $4.18M | 0.0% | -36.2% | 0.993% | |
4/15/2024 | Brookstone Capital Management | 213,778 | $6.94M | 0.1% | -7.5% | 1.651% | |
4/13/2024 | Retirement Planning Group LLC | 17,797 | $578K | 0.0% | -56.0% | 0.137% | |
4/12/2024 | AdvisorNet Financial Inc | 6,344 | $206K | 0.0% | -6.1% | 0.049% | |
4/11/2024 | City Holding Co. | 1,720 | $56K | 0.0% | -45.7% | 0.013% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 35,649 | $1.16M | 0.5% | -10.2% | 0.194% | |
4/11/2024 | RFG Advisory LLC | 13,599 | $442K | 0.0% | N/A | 0.074% | |
4/10/2024 | BCS Wealth Management | 12,773 | $415K | 0.1% | -70.9% | 0.070% | |
4/10/2024 | Schulz Wealth LTD. | 33,469 | $1.09M | 0.9% | -4.4% | 0.183% | |
4/2/2024 | McAlister Sweet & Associates Inc. | 64,255 | $2.09M | 1.6% | +25.7% | 0.351% | |
4/1/2024 | Michael S. Ryan Inc. | 36,748 | $1.19M | 0.9% | -1.7% | 0.200% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 6,736 | $212K | 0.0% | -28.2% | 0.037% | |
2/23/2024 | Chicago Partners Investment Group LLC | 21,260 | $676K | 0.0% | -5.1% | 0.116% | |
2/16/2024 | Wealthquest Corp | 50,917 | $1.60M | 0.2% | -13.7% | 0.278% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 6,477 | $204K | 0.1% | N/A | 0.035% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 13,088 | $412K | 0.4% | N/A | 0.071% | |
2/14/2024 | Visionary Wealth Advisors | 58,666 | $1.85M | 0.1% | -3.1% | 0.320% | |
2/13/2024 | Cetera Advisor Networks LLC | 282,133 | $8.88M | 0.0% | -4.2% | 1.539% | |
2/12/2024 | Schulz Wealth LTD. | 34,995 | $1.10M | 1.1% | N/A | 0.191% | |
2/12/2024 | Focus Financial Network Inc. ADV | 30,964 | $975K | 0.0% | N/A | 0.169% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 16,504 | $519K | 0.0% | -4.3% | 0.090% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 25,057 | $789K | 0.1% | -5.8% | 0.137% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 64,220 | $2.02M | 0.0% | -5.1% | 0.350% | |
2/9/2024 | Central Valley Advisors LLC | 8,874 | $279K | 0.2% | N/A | 0.048% | |
2/9/2024 | InterOcean Capital Group LLC | 89,937 | $2.83M | 0.1% | -21.0% | 0.491% | |
2/9/2024 | CreativeOne Wealth LLC | 7,490 | $236K | 0.0% | N/A | 0.041% | |
2/9/2024 | Coldstream Capital Management Inc. | 7,318 | $230K | 0.0% | -33.3% | 0.040% | |
2/8/2024 | Beacon Pointe Advisors LLC | 110,873 | $3.49M | 0.0% | -11.6% | 0.605% | |
2/8/2024 | Foundations Investment Advisors LLC | 14,598 | $466K | 0.0% | +3.5% | 0.080% | |
2/8/2024 | Janney Montgomery Scott LLC | 160,123 | $5.04M | 0.0% | -7.9% | 0.874% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,574 | $333K | 0.0% | -65.6% | 0.058% | |
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2/7/2024 | Principal Securities Inc. | 4,985 | $157K | 0.0% | N/A | 0.027% | |
2/6/2024 | Lincoln National Corp | 184,957 | $5.82M | 0.1% | +7.8% | 1.009% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 53,677 | $1.69M | 0.0% | -1.6% | 0.293% | |
2/2/2024 | Stuart Chaussee & Associates Inc. | 91,830 | $2.89M | 0.8% | +2,254.6% | 0.501% | |
2/2/2024 | Delta Investment Management LLC | 135,712 | $4.27M | 1.1% | -2.2% | 0.740% | |
2/2/2024 | Truist Financial Corp | 101,220 | $3.19M | 0.0% | -11.3% | 0.552% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,489 | $299K | 0.0% | -57.0% | 0.052% | |
2/1/2024 | Corrado Advisors LLC | 36,367 | $1.15M | 0.9% | -8.4% | 0.198% | |
2/1/2024 | Sigma Planning Corp | 9,106 | $287K | 0.0% | -62.0% | 0.050% | |
1/31/2024 | KFG Wealth Management LLC | 164,107 | $5.17M | 2.4% | -22.4% | 0.895% | |
1/30/2024 | Wealth Alliance | 53,060 | $1.67M | 0.2% | -3.2% | 0.289% | |
1/30/2024 | Capital Analysts LLC | 15,361 | $483K | 0.0% | -6.5% | 0.084% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 39,695 | $1.25M | 0.6% | -3.4% | 0.217% | |
1/29/2024 | Outlook Wealth Advisors LLC | 26,417 | $831K | 0.3% | -47.9% | 0.144% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 850 | $27K | 0.0% | N/A | 0.005% | |
1/29/2024 | PFS Partners LLC | 3,521 | $111K | 0.1% | -29.1% | 0.019% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 10,653 | $335K | 0.1% | -15.6% | 0.058% | |
1/24/2024 | Stratos Wealth Advisors LLC | 24,975 | $786K | 0.0% | -1.4% | 0.136% | |
1/23/2024 | Crown Wealth Group LLC | 21,283 | $670K | 0.4% | -27.9% | 0.116% | |
1/23/2024 | Sageworth Trust Co | 53,629 | $1.69M | 0.1% | -6.3% | 0.293% | |
1/19/2024 | AdvisorNet Financial Inc | 6,759 | $213K | 0.0% | -11.2% | 0.037% | |
1/19/2024 | Lineweaver Wealth Advisors LLC | 51,995 | $1.64M | 0.4% | -6.8% | 0.284% | |
1/19/2024 | Wagner Wealth Management LLC | 1,800 | $57K | 0.0% | N/A | 0.010% | |
1/17/2024 | Pinnacle Wealth Management Group Inc. | 98,505 | $3.10M | 2.5% | -1.4% | 0.537% | |
1/17/2024 | Keystone Wealth Services LLC | 18,176 | $572K | 0.2% | -13.3% | 0.099% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 230,423 | $7.25M | 0.0% | -6.9% | 1.257% | |
1/16/2024 | Raymond James & Associates | 188,921 | $5.95M | 0.0% | -0.2% | 1.031% | |
1/12/2024 | Mutual Advisors LLC | 7,673 | $242K | 0.0% | -11.8% | 0.042% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 8,952 | $283K | 0.1% | -16.3% | 0.049% | |
1/11/2024 | Brookstone Capital Management | 231,067 | $7.27M | 0.2% | -2.8% | 1.261% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 59,184 | $1.86M | 0.1% | -20.5% | 0.323% | |
1/11/2024 | BCS Wealth Management | 43,966 | $1.38M | 0.5% | -11.4% | 0.240% | |
1/11/2024 | KMG Fiduciary Partners LLC | 6,650 | $209K | 0.0% | N/A | 0.036% | |
1/10/2024 | Cypress Financial Planning LLC | 7,701 | $241K | 0.2% | -25.0% | 0.042% | |
1/9/2024 | IFP Advisors Inc | 85,564 | $2.69M | 0.1% | -5.3% | 0.467% | |
1/8/2024 | Gill Capital Partners LLC | 217,789 | $6.86M | 2.9% | -3.5% | 1.188% | |
1/5/2024 | Michael S. Ryan Inc. | 37,388 | $1.18M | 1.0% | -12.8% | 0.204% | |
1/4/2024 | McAlister Sweet & Associates Inc. | 51,100 | $1.61M | 1.5% | -1.3% | 0.279% | |
12/6/2023 | VisionPoint Advisory Group LLC | 18,126 | $535K | 0.2% | N/A | 0.099% | |
11/16/2023 | Atticus Wealth Management LLC | 100,516 | $2.97M | 1.1% | -16.4% | 0.548% | |
11/16/2023 | Penserra Capital Management LLC | 751,605 | $22.19M | 0.5% | +11.6% | 4.100% | |
11/15/2023 | Townsquare Capital LLC | 61,217 | $1.81M | 0.0% | +28.3% | 0.334% | |
11/15/2023 | WealthPlan Investment Management LLC | 11,715 | $346K | 0.0% | -66.5% | 0.064% | |
11/15/2023 | Stone House Investment Management LLC | 7,440 | $220K | 0.1% | -4.9% | 0.041% | |
11/14/2023 | Frisch Financial Group Inc. | 39,512 | $1.17M | 0.5% | -11.8% | 0.216% | |
11/14/2023 | Milestone Asset Management LLC | 13,648 | $403K | 0.1% | -54.9% | 0.074% | |
11/14/2023 | Mutual Advisors LLC | 8,696 | $257K | 0.0% | +11.7% | 0.047% | |
11/13/2023 | Mariner LLC | 34,473 | $1.02M | 0.0% | -2.1% | 0.188% | |
11/13/2023 | Visionary Wealth Advisors | 60,567 | $1.79M | 0.1% | -1.9% | 0.330% | |
11/13/2023 | Envestnet Asset Management Inc. | 133,843 | $3.95M | 0.0% | -3.2% | 0.730% | |
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11/8/2023 | BCGM Wealth Management LLC | 8,619 | $254K | 0.1% | -71.9% | 0.047% | |
11/8/2023 | HighTower Advisors LLC | 311,045 | $9.18M | 0.0% | -36.4% | 1.697% | |
11/8/2023 | Janney Montgomery Scott LLC | 173,898 | $5.13M | 0.0% | -5.3% | 0.949% | |
11/8/2023 | Atria Wealth Solutions Inc. | 22,089 | $652K | 0.0% | -2.2% | 0.121% | |
11/8/2023 | tru Independence LLC | 13,750 | $406K | 0.1% | +16.4% | 0.075% | |
11/8/2023 | Avantax Advisory Services Inc. | 30,757 | $908K | 0.0% | +5.9% | 0.168% | |
11/8/2023 | Valmark Advisers Inc. | 38,474 | $1.14M | 0.0% | +4.3% | 0.210% | |
11/6/2023 | Sigma Planning Corp | 23,981 | $708K | 0.0% | -11.1% | 0.131% | |
11/6/2023 | Corrado Advisors LLC | 39,723 | $1.17M | 0.8% | -1.2% | 0.217% | |
11/6/2023 | Lincoln National Corp | 171,610 | $5.07M | 0.1% | -8.2% | 0.936% | |