5/2/2025 | Kingsview Wealth Management LLC | 13,871 | $371K | 0.0% | +15.6% | 0.336% | |
4/30/2025 | Trek Financial LLC | 40,646 | $1.09M | 0.1% | -2.3% | 0.984% | |
4/30/2025 | Stratos Wealth Advisors LLC | 44,046 | $1.18M | 0.1% | -5.1% | 1.066% | |
4/23/2025 | Continuum Advisory LLC | 28,676 | $768K | 0.1% | -3.7% | 0.694% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,440 | $413K | 0.0% | -35.4% | 0.374% | |
4/11/2025 | Signal Advisors Wealth LLC | 11,525 | $309K | 0.0% | -14.8% | 0.317% | |
4/10/2025 | Diligent Investors LLC | 49,275 | $1.32M | 0.3% | -12.2% | 1.357% | |
4/10/2025 | Cypress Wealth Services LLC | 53,527 | $1.43M | 0.3% | -26.3% | 1.475% | |
4/9/2025 | HBW Advisory Services LLC | 20,968 | $561K | 0.1% | -6.8% | 0.578% | |
4/7/2025 | FC Advisory LLC | 20,202 | $541K | 0.2% | -6.4% | 0.557% | |
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3/12/2025 | Centaurus Financial Inc. | 133,515 | $3.61M | 0.2% | -1.1% | 3.609% | |
2/18/2025 | Investment Management Corp VA ADV | 37,638 | $1.02M | 0.9% | N/A | 0.000% | |
2/18/2025 | Continuum Advisory LLC | 29,783 | $806K | 0.1% | +1.8% | 0.000% | |
2/17/2025 | Wolverine Trading LLC | 9,043 | $245K | 0.0% | N/A | 0.000% | |
2/17/2025 | Visionary Wealth Advisors | 7,915 | $214K | 0.0% | -5.9% | 0.000% | |
2/17/2025 | Diligent Investors LLC | 56,150 | $1.52M | 0.3% | -4.3% | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 8,092 | $219K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 45,861 | $1.24M | 0.0% | +36.2% | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 21,596 | $584K | 0.0% | N/A | 0.000% | |
2/17/2025 | Brown Wealth Management LLC | 38,271 | $1.04M | 0.4% | N/A | 0.000% | |
2/14/2025 | Jane Street Group LLC | 25,642 | $694K | 0.0% | +127.3% | 0.000% | |
2/14/2025 | Three Seasons Wealth LLC | 8,565 | $232K | 0.1% | N/A | 0.000% | |
2/14/2025 | Tradition Wealth Management LLC | 18,816 | $509K | 0.0% | -6.3% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 31,376 | $849K | 0.0% | -9.3% | 0.000% | |
2/13/2025 | CreativeOne Wealth LLC | 12,847 | $347K | 0.0% | -24.5% | 0.000% | |
2/13/2025 | Barclays PLC | 5,443 | $147K | 0.0% | N/A | 0.000% | |
2/13/2025 | Townsquare Capital LLC | 39,232 | $1.06M | 0.0% | -59.7% | 0.000% | |
2/13/2025 | Trek Financial LLC | 41,602 | $1.13M | 0.1% | -14.3% | 0.000% | |
2/12/2025 | OLD Mission Capital LLC | 38,703 | $1.05M | 0.0% | -12.6% | 0.000% | |
2/12/2025 | Orion Portfolio Solutions LLC | 10,195 | $276K | 0.0% | -44.0% | 0.000% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 3,000 | $81K | 0.0% | N/A | 0.000% | |
2/10/2025 | IMG Wealth Management Inc. | 31,588 | $854K | 0.8% | N/A | 0.000% | |
2/10/2025 | Harbour Investments Inc. | 63,399 | $1.72M | 0.0% | -1.8% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 273,238 | $7.39M | 0.0% | -2.0% | 0.000% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,625 | $233K | 0.0% | -45.4% | 0.000% | |
1/30/2025 | Allworth Financial LP | 15,394 | $421K | 0.0% | +75.6% | 0.000% | |
1/30/2025 | Principal Securities Inc. | 102,294 | $2.77M | 0.1% | +1.2% | 0.000% | |
1/30/2025 | Bright Futures Wealth Management LLC. | 7,836 | $214K | 0.2% | -43.1% | 0.000% | |
1/28/2025 | Kingsview Wealth Management LLC | 12,002 | $325K | 0.0% | -9.0% | 0.000% | |
1/28/2025 | Archer Investment Corp | 59,093 | $1.60M | 0.4% | -4.6% | 0.000% | |
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1/21/2025 | Geneos Wealth Management Inc. | 15,448 | $418K | 0.0% | N/A | 0.000% | |
1/21/2025 | RFG Advisory LLC | 155,756 | $4.21M | 0.1% | -0.4% | 0.000% | |
1/13/2025 | AdvisorNet Financial Inc | 20,341 | $550K | 0.0% | +22.5% | 0.000% | |
1/13/2025 | Brookstone Capital Management | 10,539 | $285K | 0.0% | -14.9% | 0.000% | |
1/10/2025 | Sugarloaf Wealth Management LLC | 6,000 | $162K | 0.0% | N/A | 0.000% | |
1/10/2025 | HBW Advisory Services LLC | 22,504 | $609K | 0.1% | +2.6% | 0.000% | |
1/7/2025 | FC Advisory LLC | 21,574 | $583K | 0.2% | -10.5% | 0.000% | |
1/6/2025 | Canandaigua National Bank & Trust Co. | 120,106 | $3.25M | 0.3% | N/A | 0.000% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 17,817 | $477K | 0.2% | N/A | 0.000% | |
11/15/2024 | Continuum Advisory LLC | 29,246 | $789K | 0.1% | N/A | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 18,198 | $487K | 0.0% | N/A | 0.000% | |
11/15/2024 | Glen Eagle Advisors LLC | 12,485 | $334K | 0.1% | N/A | 0.000% | |
11/15/2024 | Jane Street Group LLC | 11,281 | $302K | 0.0% | N/A | 0.000% | |
11/15/2024 | SageView Advisory Group LLC | 8,762 | $235K | 0.0% | N/A | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 95,050 | $2.55M | 0.0% | N/A | 0.000% | |
11/15/2024 | Beck Capital Management LLC | 13,462 | $361K | 0.1% | N/A | 0.000% | |
11/14/2024 | Tradition Wealth Management LLC | 20,091 | $538K | 0.0% | N/A | 0.000% | |
11/14/2024 | CreativeOne Wealth LLC | 17,021 | $456K | 0.0% | N/A | 0.000% | |
11/13/2024 | Townsquare Capital LLC | 97,425 | $2.61M | 0.0% | N/A | 0.000% | |
11/12/2024 | Centaurus Financial Inc. | 135,000 | $3.62M | 0.2% | N/A | 0.000% | |
11/12/2024 | Jim Saulnier & Associates LLC | 14,495 | $388K | 0.4% | N/A | 0.000% | |
11/12/2024 | Kingsview Wealth Management LLC | 13,190 | $353K | 0.0% | N/A | 0.000% | |
11/7/2024 | Claro Advisors LLC | 7,676 | $206K | 0.0% | N/A | 0.000% | |
11/6/2024 | Archer Investment Corp | 61,952 | $1.66M | 0.4% | N/A | 0.000% | |
11/6/2024 | Main Street Financial Solutions LLC | 18,900 | $506K | 0.0% | N/A | 0.000% | |
11/5/2024 | Souders Financial Advisors | 8,825 | $236K | 0.0% | N/A | 0.000% | |
11/5/2024 | Harbour Investments Inc. | 64,539 | $1.73M | 0.1% | N/A | 0.000% | |
10/30/2024 | Maia Wealth LLC | 20,749 | $557K | 0.1% | N/A | 0.000% | |
10/28/2024 | Principal Securities Inc. | 101,039 | $2.71M | 0.1% | N/A | 0.000% | |
10/23/2024 | Allworth Financial LP | 8,769 | $235K | 0.0% | N/A | 0.000% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 2,310 | $62K | 0.0% | N/A | 0.000% | |
10/22/2024 | Chris Bulman Inc | 8,235 | $221K | 0.2% | N/A | 0.000% | |
10/18/2024 | Stratos Wealth Advisors LLC | 46,501 | $1.25M | 0.1% | N/A | 0.000% | |
10/17/2024 | Claro Advisors LLC | 2,232 | $60K | 0.0% | N/A | 0.000% | |
10/17/2024 | RFG Advisory LLC | 156,408 | $4.19M | 0.1% | N/A | 0.000% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 965 | $26K | 0.0% | N/A | 0.000% | |
10/9/2024 | Cypress Wealth Services LLC | 72,587 | $1.94M | 0.4% | N/A | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,783 | $423K | 0.0% | N/A | 0.000% | |
10/8/2024 | Brookstone Capital Management | 12,388 | $332K | 0.0% | N/A | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 10,776 | $289K | 0.0% | N/A | 0.000% | |
10/7/2024 | FC Advisory LLC | 24,110 | $646K | 0.2% | N/A | 0.000% | |