4/25/2024 | Cambridge Investment Research Advisors Inc. | 64,454 | $2.29M | 0.0% | -41.3% | 0.295% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 10,800 | $384K | 0.3% | -26.2% | 0.049% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 54,013 | $1.92M | 0.4% | -2.1% | 0.247% | |
4/23/2024 | Strategic Blueprint LLC | 7,622 | $271K | 0.0% | -5.7% | 0.035% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 260,289 | $9.25M | 0.0% | -1.4% | 1.190% | |
4/22/2024 | Outlook Wealth Advisors LLC | 14,136 | $503K | 0.2% | -94.0% | 0.065% | |
|
4/19/2024 | FORVIS Wealth Advisors LLC | 54,715 | $1.95M | 0.0% | -2.1% | 0.250% | |
4/19/2024 | KFG Wealth Management LLC | 35,695 | $1.27M | 0.5% | -3.1% | 0.163% | |
4/18/2024 | Requisite Capital Management LLC | 951,942 | $33.84M | 7.4% | -4.5% | 4.351% | |
4/17/2024 | CRA Financial Services LLC | 46,382 | $1.65M | 0.4% | -8.7% | 0.212% | |
4/16/2024 | Maltin Wealth Management Inc. | 10,093 | $359K | 0.2% | N/A | 0.046% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 74,980 | $2.67M | 0.0% | -13.8% | 0.343% | |
4/15/2024 | Sunbelt Securities Inc. | 1,841 | $65K | 0.0% | -16.8% | 0.008% | |
4/15/2024 | Brookstone Capital Management | 125,822 | $4.47M | 0.1% | -8.8% | 0.575% | |
4/12/2024 | Southland Equity Partners LLC | 39,692 | $1.41M | 0.4% | +8.2% | 0.181% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 7,222 | $257K | 0.1% | -9.3% | 0.037% | |
4/11/2024 | RFG Advisory LLC | 92,693 | $3.30M | 0.1% | +830.9% | 0.471% | |
4/10/2024 | Fragasso Group Inc. | 31,954 | $1.14M | 0.1% | -4.5% | 0.162% | |
4/2/2024 | McAlister Sweet & Associates Inc. | 56,959 | $2.03M | 1.6% | +16.7% | 0.289% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 7,994 | $275K | 0.0% | -25.1% | 0.041% | |
3/6/2024 | SageView Advisory Group LLC | 72,048 | $2.48M | 0.1% | +417.6% | 0.366% | |
2/12/2024 | Focus Financial Network Inc. ADV | 20,442 | $704K | 0.0% | N/A | 0.104% | |
2/12/2024 | Evermay Wealth Management LLC | 1,890 | $65K | 0.0% | N/A | 0.010% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 15,133 | $521K | 0.0% | +33.8% | 0.077% | |
2/9/2024 | Advisory Services Network LLC | 8,694 | $299K | 0.0% | +27.8% | 0.044% | |
2/9/2024 | SageView Advisory Group LLC | 72,048 | $2.48M | 0.1% | +417.6% | 0.366% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 109,857 | $3.78M | 0.0% | -11.5% | 0.558% | |
2/9/2024 | Central Valley Advisors LLC | 8,243 | $284K | 0.2% | N/A | 0.042% | |
2/9/2024 | InterOcean Capital Group LLC | 31,980 | $1.10M | 0.0% | -9.5% | 0.162% | |
2/9/2024 | CreativeOne Wealth LLC | 22,325 | $769K | 0.0% | N/A | 0.113% | |
2/9/2024 | Coldstream Capital Management Inc. | 12,586 | $433K | 0.0% | -88.1% | 0.064% | |
2/8/2024 | Beacon Pointe Advisors LLC | 195,825 | $6.74M | 0.1% | +24.2% | 0.994% | |
2/8/2024 | Janney Montgomery Scott LLC | 70,509 | $2.43M | 0.0% | +1.6% | 0.358% | |
2/7/2024 | Avantax Advisory Services Inc. | 13,277 | $457K | 0.0% | -41.5% | 0.067% | |
2/7/2024 | Principal Securities Inc. | 4,310 | $148K | 0.0% | N/A | 0.022% | |
2/6/2024 | Lincoln National Corp | 139,750 | $4.81M | 0.1% | +63.5% | 0.709% | |
2/6/2024 | Spire Wealth Management | 19,455 | $675K | 0.0% | +764.7% | 0.099% | |
2/6/2024 | ARS Wealth Advisors Group LLC | 32,200 | $1.11M | 0.2% | N/A | 0.163% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 10,201 | $351K | 0.0% | +598.2% | 0.052% | |
2/6/2024 | SRS Capital Advisors Inc. | 14,903 | $513K | 0.1% | +9.8% | 0.076% | |
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2/5/2024 | Pillar Wealth Advisors LLC | 95,969 | $3.31M | 2.5% | -0.8% | 0.487% | |
2/2/2024 | Stuart Chaussee & Associates Inc. | 3,859,728 | $132.93M | 38.8% | +34.0% | 19.593% | |
2/2/2024 | Truist Financial Corp | 114,824 | $3.96M | 0.0% | +9.5% | 0.583% | |
2/1/2024 | Corrado Advisors LLC | 54,284 | $1.87M | 1.5% | N/A | 0.276% | |
2/1/2024 | Sigma Planning Corp | 6,133 | $211K | 0.0% | N/A | 0.031% | |
2/1/2024 | CWM LLC | 1,526 | $53K | 0.0% | N/A | 0.008% | |
2/1/2024 | CRA Financial Services LLC | 50,787 | $1.75M | 0.4% | -5.2% | 0.258% | |
1/31/2024 | KFG Wealth Management LLC | 36,829 | $1.27M | 0.6% | +57.4% | 0.187% | |
1/31/2024 | Archer Investment Corp | 10,666 | $367K | 0.1% | -8.6% | 0.054% | |
1/30/2024 | Sfmg LLC | 57,030 | $1.96M | 0.2% | -4.8% | 0.289% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 7,965 | $274K | 0.1% | +80.8% | 0.040% | |
1/29/2024 | Outlook Wealth Advisors LLC | 237,247 | $8.17M | 2.9% | -1.2% | 1.204% | |
1/29/2024 | Koshinski Asset Management Inc. | 17,899 | $616K | 0.1% | +6.8% | 0.091% | |
1/25/2024 | RFG Advisory LLC | 9,957 | $343K | 0.0% | N/A | 0.051% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 55,194 | $1.90M | 0.5% | +1.3% | 0.280% | |
1/25/2024 | Asset Management Resources LLC | 187,390 | $6.45M | 3.7% | N/A | 0.951% | |
1/24/2024 | Stratos Wealth Advisors LLC | 10,593 | $365K | 0.0% | N/A | 0.054% | |
1/23/2024 | Advisory Alpha LLC | 76,146 | $2.62M | 0.1% | -1.3% | 0.387% | |
1/23/2024 | Crown Wealth Group LLC | 23,901 | $823K | 0.5% | -25.4% | 0.121% | |
1/23/2024 | WealthShield Partners LLC | 2,300 | $79K | 0.0% | -54.2% | 0.012% | |
1/23/2024 | Requisite Capital Management LLC | 997,305 | $34.35M | 8.7% | -4.0% | 5.062% | |
1/19/2024 | AdvisorNet Financial Inc | 2,882 | $99K | 0.0% | +56.3% | 0.015% | |
1/19/2024 | Wagner Wealth Management LLC | 1,990 | $69K | 0.0% | N/A | 0.010% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 27,231 | $938K | 0.2% | +65.0% | 0.138% | |
1/18/2024 | Caprock Group LLC | 291,035 | $10.02M | 0.6% | N/A | 1.477% | |
1/18/2024 | Yarger Wealth Strategies LLC | 13,605 | $469K | 0.4% | N/A | 0.069% | |
1/17/2024 | Pinnacle Wealth Management Group Inc. | 14,640 | $504K | 0.4% | +15.8% | 0.074% | |
1/17/2024 | Keystone Wealth Services LLC | 130,898 | $4.51M | 1.5% | -1.7% | 0.664% | |
1/17/2024 | Atticus Wealth Management LLC | 57,355 | $1.98M | 0.7% | +46.9% | 0.291% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 263,915 | $9.09M | 0.0% | +4.4% | 1.340% | |
1/16/2024 | Raymond James & Associates | 57,384 | $1.98M | 0.0% | +131.2% | 0.291% | |
1/16/2024 | Retirement Planning Group LLC | 8,505 | $293K | 0.0% | N/A | 0.043% | |
1/16/2024 | CoreCap Advisors LLC | 100,449 | $3.46M | 0.2% | +34.2% | 0.510% | |
1/12/2024 | Global Strategic Investment Solutions LLC | 29,432 | $1.01M | 0.1% | +7.0% | 0.149% | |
1/12/2024 | Bellwether Advisors LLC | 109,434 | $3.77M | 0.9% | -1.8% | 0.556% | |
1/11/2024 | Brookstone Capital Management | 137,990 | $4.75M | 0.1% | +61.1% | 0.700% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 55,916 | $1.93M | 0.1% | +2.9% | 0.284% | |
1/11/2024 | BCS Wealth Management | 34,560 | $1.19M | 0.4% | +7.0% | 0.175% | |
1/11/2024 | Diligent Investors LLC | 30,300 | $1.04M | 0.3% | -6.2% | 0.154% | |
1/11/2024 | KMG Fiduciary Partners LLC | 7,968 | $274K | 0.0% | N/A | 0.040% | |
1/10/2024 | Range Financial Group LLC | 9,936 | $342K | 0.2% | N/A | 0.050% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 33,292 | $1.15M | 0.3% | +8.1% | 0.169% | |
1/10/2024 | Cypress Financial Planning LLC | 7,436 | $254K | 0.2% | N/A | 0.038% | |
1/9/2024 | Southland Equity Partners LLC | 36,679 | $1.26M | 0.4% | +4.2% | 0.186% | |
1/9/2024 | Castle Rock Wealth Management LLC | 36,999 | $1.27M | 0.4% | +59.1% | 0.188% | |
1/8/2024 | Gill Capital Partners LLC | 56,590 | $1.95M | 0.8% | -0.6% | 0.287% | |
1/8/2024 | Fragasso Group Inc. | 33,447 | $1.15M | 0.1% | N/A | 0.170% | |
1/4/2024 | McAlister Sweet & Associates Inc. | 48,793 | $1.68M | 1.6% | N/A | 0.248% | |
12/11/2023 | Sunbelt Securities Inc. | 2,213 | $73K | 0.0% | +44.4% | 0.011% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 10,673 | $353K | 0.0% | -3.2% | 0.054% | |
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11/16/2023 | Orion Capital Management LLC | 22,536 | $745K | 0.5% | -14.4% | 0.114% | |
11/16/2023 | Harbour Investments Inc. | 8,680 | $287K | 0.0% | -12.2% | 0.044% | |
11/16/2023 | Penserra Capital Management LLC | 674,952 | $22.31M | 0.5% | +11.6% | 3.426% | |
11/15/2023 | Townsquare Capital LLC | 68,745 | $2.27M | 0.0% | +56.9% | 0.349% | |
11/13/2023 | LPL Financial LLC | 324,856 | $10.74M | 0.0% | +8.3% | 1.649% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 30,792 | $1.02M | 0.2% | -4.6% | 0.156% | |
11/13/2023 | Envestnet Asset Management Inc. | 103,393 | $3.42M | 0.0% | -24.8% | 0.525% | |
11/13/2023 | Kestra Advisory Services LLC | 57,541 | $1.90M | 0.0% | +1.3% | 0.292% | |
11/8/2023 | Ausdal Financial Partners Inc. | 8,891 | $294K | 0.0% | -44.1% | 0.045% | |
11/8/2023 | HighTower Advisors LLC | 173,333 | $5.73M | 0.0% | +10.4% | 0.880% | |