5/3/2024 | Avidian Wealth Solutions LLC | 28,531 | $698K | 0.0% | -61.5% | 0.072% | |
5/3/2024 | Rehmann Capital Advisory Group | 103,307 | $2.53M | 0.2% | -0.9% | 0.261% | |
5/2/2024 | Moloney Securities Asset Management LLC | 27,398 | $671K | 0.1% | +5.9% | 0.069% | |
5/1/2024 | StoneX Group Inc. | 16,435 | $402K | 0.0% | +38.7% | 0.041% | |
5/1/2024 | Janney Montgomery Scott LLC | 348,291 | $8.53M | 0.0% | +96.9% | 0.878% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 10,878 | $266K | 0.0% | +9.0% | 0.027% | |
|
4/30/2024 | Private Advisor Group LLC | 61,116 | $1.50M | 0.0% | +14.7% | 0.154% | |
4/30/2024 | J.W. Cole Advisors Inc. | 32,748 | $802K | 0.0% | +16.7% | 0.083% | |
4/30/2024 | MN Wealth Advisors LLC | 92,973 | $2.28M | 1.4% | +99.2% | 0.234% | |
4/30/2024 | Arkadios Wealth Advisors | 11,621 | $284K | 0.0% | N/A | 0.029% | |
4/26/2024 | Pinnacle Associates Ltd. | 502,710 | $12.31M | 0.2% | +114.4% | 1.306% | |
4/26/2024 | Trueblood Wealth Management LLC | 80,179 | $1.96M | 1.1% | +0.9% | 0.208% | |
4/25/2024 | Capital Investment Advisory Services LLC | 38,466 | $942K | 0.1% | +62.7% | 0.100% | |
4/25/2024 | Triumph Capital Management | 16,368 | $398K | 0.2% | N/A | 0.043% | |
4/25/2024 | MTM Investment Management LLC | 42,812 | $1.05M | 0.4% | +12.3% | 0.111% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 521,036 | $12.76M | 0.0% | +8.7% | 1.353% | |
4/23/2024 | Milestone Asset Management LLC | 95,109 | $2.33M | 0.7% | N/A | 0.247% | |
4/23/2024 | Cherry Creek Investment Advisors Inc. | 46,243 | $1.13M | 0.6% | -28.0% | 0.120% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 146,157 | $3.58M | 0.3% | +17.3% | 0.380% | |
4/23/2024 | TrueWealth Advisors LLC | 10,316 | $253K | 0.1% | N/A | 0.027% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 218,980 | $5.36M | 0.0% | N/A | 0.569% | |
4/22/2024 | Echo Wealth Management LLC | 351,343 | $8.60M | 7.1% | +2.5% | 0.913% | |
4/22/2024 | Aurora Private Wealth Inc. | 10,116 | $246K | 0.2% | +14.6% | 0.026% | |
4/19/2024 | Marshall Financial Group LLC | 18,196 | $445K | 0.1% | +9.3% | 0.047% | |
4/18/2024 | SteelPeak Wealth LLC | 14,450 | $354K | 0.0% | N/A | 0.038% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 72,692 | $1.78M | 0.0% | +81.0% | 0.189% | |
4/15/2024 | G&S Capital LLC | 101,901 | $2.50M | 1.1% | +3.7% | 0.265% | |
4/13/2024 | Quad Cities Investment Group LLC | 8,570 | $210K | 0.1% | N/A | 0.022% | |
4/13/2024 | Retirement Planning Group LLC | 11,300 | $277K | 0.0% | +5.8% | 0.029% | |
4/12/2024 | Global Assets Advisory LLC | 886,829 | $21.71M | 0.1% | +2,333.0% | 2.303% | |
4/11/2024 | RFG Advisory LLC | 40,488 | $991K | 0.0% | +287.6% | 0.277% | |
4/11/2024 | Midwest Financial Group LLC | 256,832 | $6.29M | 4.2% | -6.9% | 1.759% | |
4/1/2024 | Park National Corp OH | 538,862 | $13.19M | 0.5% | +12.5% | 3.691% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 87,515 | $2.02M | 0.1% | +65.3% | 0.599% | |
3/4/2024 | Vima LLC | 22,660 | $523K | 1.2% | N/A | 0.155% | |
3/1/2024 | Creekmur Asset Management LLC | 1,710 | $39K | 0.0% | N/A | 0.012% | |
2/23/2024 | TKG Advisors LLC | 18,819 | $434K | 0.3% | -3.0% | 0.129% | |
2/23/2024 | Beacon Financial Group | 19,108 | $441K | 0.1% | N/A | 0.131% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 63,060 | $1.46M | 0.6% | -4.3% | 0.432% | |
2/13/2024 | Stephens Inc. AR | 101,540 | $2.34M | 0.0% | +13.0% | 0.695% | |
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2/13/2024 | Cetera Advisor Networks LLC | 446,391 | $10.30M | 0.1% | +146.2% | 3.057% | |
2/12/2024 | StoneX Group Inc. | 11,847 | $275K | 0.0% | N/A | 0.081% | |
2/12/2024 | Stifel Financial Corp | 764,943 | $17.66M | 0.0% | +12.3% | 5.239% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 124,587 | $2.88M | 0.3% | +21.1% | 0.853% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 479,301 | $11.06M | 0.0% | +95.8% | 3.283% | |
2/9/2024 | BlackDiamond Wealth Management LLC | 76,300 | $1.71M | 1.3% | -5.0% | 0.523% | |
2/9/2024 | EverSource Wealth Advisors LLC | 4,820 | $111K | 0.0% | N/A | 0.033% | |
2/9/2024 | D.A. Davidson & CO. | 33,891 | $782K | 0.0% | N/A | 0.232% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 21,926 | $506K | 0.0% | +50.7% | 0.150% | |
2/8/2024 | First Heartland Consultants Inc. | 24,797 | $572K | 0.1% | -21.9% | 0.170% | |
2/8/2024 | Kingsview Wealth Management LLC | 77,884 | $1.80M | 0.1% | -11.7% | 0.533% | |
2/8/2024 | Foundations Investment Advisors LLC | 28,155 | $638K | 0.0% | +7.5% | 0.193% | |
2/8/2024 | Janney Montgomery Scott LLC | 176,899 | $4.08M | 0.0% | +52.9% | 1.212% | |
2/7/2024 | Avantax Advisory Services Inc. | 116,405 | $2.69M | 0.0% | +683.1% | 0.797% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 9,978 | $230K | 0.0% | -18.9% | 0.068% | |
2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 51,036 | $1.18M | 0.1% | +57.6% | 0.350% | |
2/6/2024 | N.E.W. Advisory Services LLC | 37,793 | $872K | 0.1% | N/A | 0.259% | |
2/6/2024 | Lincoln National Corp | 28,352 | $654K | 0.0% | -6.9% | 0.194% | |
2/6/2024 | Private Advisor Group LLC | 53,262 | $1.23M | 0.0% | +3.7% | 0.365% | |
2/6/2024 | Avidian Wealth Solutions LLC | 74,166 | $1.71M | 0.1% | +10.3% | 0.508% | |
2/5/2024 | Stonebridge Financial Planning Group LLC | 34,657 | $800K | 0.5% | +44.8% | 0.237% | |
2/5/2024 | Kestra Private Wealth Services LLC | 226,839 | $5.24M | 0.1% | +1.0% | 1.554% | |
2/5/2024 | Silver Oak Securities Incorporated | 67,164 | $1.55M | 0.2% | +72.1% | 0.460% | |
2/2/2024 | Delta Investment Management LLC | 47,985 | $1.11M | 0.3% | +1.5% | 0.329% | |
2/2/2024 | Truist Financial Corp | 834,440 | $19.26M | 0.0% | +12.7% | 5.715% | |
2/2/2024 | Herold Advisors Inc. | 53,069 | $1.23M | 0.3% | +1.7% | 0.363% | |
2/2/2024 | Atria Wealth Solutions Inc. | 10,506 | $242K | 0.0% | N/A | 0.072% | |
2/1/2024 | Capital Investment Advisory Services LLC | 23,637 | $546K | 0.1% | +83.9% | 0.162% | |
2/1/2024 | Sigma Planning Corp | 32,112 | $741K | 0.1% | N/A | 0.220% | |
2/1/2024 | CWM LLC | 43,513 | $1.00M | 0.0% | +544.8% | 0.298% | |
1/31/2024 | J.W. Cole Advisors Inc. | 28,057 | $648K | 0.0% | +5.8% | 0.192% | |
1/31/2024 | Western Wealth Management LLC | 13,164 | $304K | 0.0% | N/A | 0.090% | |
1/30/2024 | Ergawealth Advisors Inc. | 158,285 | $3.65M | 2.2% | +1,416.1% | 1.084% | |
1/30/2024 | Capital Analysts LLC | 27,374 | $632K | 0.0% | +16.0% | 0.187% | |
1/30/2024 | Aurora Private Wealth Inc. | 8,826 | $204K | 0.2% | N/A | 0.060% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 13,601 | $314K | 0.1% | -4.5% | 0.093% | |
1/29/2024 | G&S Capital LLC | 98,240 | $2.27M | 1.1% | +1.9% | 0.673% | |
1/26/2024 | Cedrus LLC | 270,533 | $6.24M | 3.9% | +20.9% | 1.853% | |
1/26/2024 | Sandy Spring Bank | 37,397 | $863K | 0.0% | N/A | 0.256% | |
1/26/2024 | Cherry Creek Investment Advisors Inc. | 64,183 | $1.48M | 0.9% | -7.4% | 0.440% | |
1/25/2024 | RFG Advisory LLC | 10,447 | $241K | 0.0% | N/A | 0.072% | |
1/25/2024 | International Assets Investment Management LLC | 62,316 | $1.44M | 0.0% | N/A | 0.427% | |
1/25/2024 | Midwest Financial Group LLC | 275,735 | $6.36M | 4.7% | -5.8% | 1.889% | |
1/24/2024 | Stratos Wealth Advisors LLC | 9,095 | $210K | 0.0% | N/A | 0.062% | |
1/24/2024 | International Assets Investment Management LLC | 62,316 | $1.44M | 0.0% | N/A | 0.427% | |
1/24/2024 | Comprehensive Financial Consultants Institutional Inc. | 15,952 | $368K | 0.2% | +14.4% | 0.109% | |
1/23/2024 | Derbend Asset Management | 20,836 | $481K | 0.3% | -11.3% | 0.143% | |
1/23/2024 | Semus Wealth Partners LLC | 59,113 | $1.36M | 1.1% | +13.8% | 0.405% | |
1/23/2024 | Beacon Financial Advisory LLC | 9,095 | $210K | 0.1% | N/A | 0.062% | |
1/19/2024 | Pinnacle Associates Ltd. | 234,493 | $5.41M | 0.1% | +25.4% | 1.606% | |
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1/19/2024 | Patriot Financial Group Insurance Agency LLC | 30,340 | $700K | 0.1% | +21.1% | 0.208% | |
1/18/2024 | Trueblood Wealth Management LLC | 79,449 | $1.83M | 1.2% | N/A | 0.544% | |
1/17/2024 | Echo Wealth Management LLC | 342,858 | $7.91M | 7.4% | +82.1% | 2.348% | |
1/16/2024 | MTM Investment Management LLC | 38,127 | $880K | 0.4% | +14.4% | 0.261% | |
1/16/2024 | CoreCap Advisors LLC | 11,084 | $256K | 0.0% | -41.5% | 0.076% | |
1/9/2024 | Key Client Fiduciary Advisors LLC | 31,203 | $720K | 0.4% | -6.4% | 0.214% | |
1/9/2024 | Ignite Planners LLC | 9,162 | $212K | 0.1% | N/A | 0.063% | |
1/2/2024 | Park National Corp OH | 479,066 | $11.06M | 0.5% | +19.7% | 3.281% | |
11/9/2023 | First Heartland Consultants Inc. | 31,762 | $669K | 0.1% | -57.2% | 0.218% | |
11/8/2023 | Janney Montgomery Scott LLC | 115,689 | $2.44M | 0.0% | +57.3% | 0.792% | |