4/19/2024 | New Century Financial Group LLC | 1,900 | $209K | 0.1% | N/A | 0.004% | |
4/19/2024 | PCG Wealth Advisors LLC | 33,187 | $3.65M | 1.7% | +9.3% | 0.076% | |
4/19/2024 | Westside Investment Management Inc. | 1,141 | $125K | 0.0% | N/A | 0.003% | |
4/19/2024 | WFA Asset Management Corp | 26,934 | $2.96M | 1.5% | N/A | 0.062% | |
4/18/2024 | Breakwater Capital Group | 7,407 | $815K | 0.2% | +12.3% | 0.017% | |
4/17/2024 | Trilogy Capital Inc. | 441,935 | $48.64M | 2.8% | +1,577.0% | 1.019% | |
|
4/17/2024 | Founders Financial Securities LLC | 5,840 | $643K | 0.1% | +26.3% | 0.013% | |
4/16/2024 | Enzi Wealth | 85,456 | $8.93M | 4.2% | +4.4% | 0.197% | |
4/16/2024 | Hengehold Capital Management LLC | 171,836 | $18.91M | 2.0% | N/A | 0.396% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 31,191 | $3.43M | 0.0% | +10.1% | 0.072% | |
4/15/2024 | WealthCare Investment Partners LLC | 35,533 | $3.91M | 1.9% | +99.9% | 0.082% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 41,069 | $4.52M | 0.1% | +19.3% | 0.095% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 6,314 | $695K | 0.4% | N/A | 0.015% | |
4/15/2024 | Sound Income Strategies LLC | 2,035 | $224K | 0.0% | N/A | 0.005% | |
4/12/2024 | Keystone Wealth Services LLC | 13,163 | $1.45M | 0.5% | N/A | 0.097% | |
4/12/2024 | Global Assets Advisory LLC | 380,575 | $41.88M | 0.1% | N/A | 2.811% | |
4/12/2024 | Southland Equity Partners LLC | 1,967 | $216K | 0.1% | N/A | 0.015% | |
4/11/2024 | &PARTNERS | 5,440 | $599K | 0.1% | N/A | 0.040% | |
4/10/2024 | Park Avenue Securities LLC | 4,471 | $492K | 0.0% | N/A | 0.033% | |
4/10/2024 | Signal Advisors Wealth LLC | 7,878 | $867K | 0.2% | +8.2% | 0.058% | |
4/10/2024 | EWG Elevate Inc. | 51,782 | $5.70M | 2.2% | N/A | 0.382% | |
4/9/2024 | Mather Group LLC. | 1,075 | $118K | 0.0% | N/A | 0.008% | |
4/3/2024 | Duncan Williams Asset Management LLC | 9,556 | $1.05M | 0.9% | N/A | 0.071% | |
4/1/2024 | Confluence Investment Management LLC | 472,710 | $52.02M | 0.7% | N/A | 3.491% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 5,475 | $486K | 0.0% | N/A | 0.040% | |
3/13/2024 | MONECO Advisors LLC | 3,951 | $350K | 0.1% | +7.0% | 0.029% | |
3/8/2024 | ICA Group Wealth Management LLC | 107,271 | $9.52M | 2.1% | N/A | 0.792% | |
3/6/2024 | Willner & Heller LLC | 2,580 | $229K | 0.3% | N/A | 0.019% | |
2/26/2024 | Centaurus Financial Inc. | 2,596 | $230K | 0.0% | +7.4% | 0.019% | |
2/20/2024 | Pacific Center for Financial Services | 212,535 | $18.85M | 5.9% | N/A | 1.570% | |
2/16/2024 | Harbour Investments Inc. | 37,129 | $3.29M | 0.1% | +77.0% | 0.274% | |
2/15/2024 | Swmg LLC | 23,948 | $2.12M | 1.0% | +46.7% | 0.177% | |
2/15/2024 | Wimmer Associates 1 LLC | 2,695 | $239K | 0.1% | N/A | 0.020% | |
2/15/2024 | Citadel Advisors LLC | 3,991 | $354K | 0.0% | N/A | 0.029% | |
2/15/2024 | Comerica Bank | 14,581 | $1.29M | 0.0% | +43.9% | 0.108% | |
2/14/2024 | Royal Bank of Canada | 51,851 | $4.60M | 0.0% | +7.6% | 0.383% | |
2/14/2024 | Continuum Advisory LLC | 3,123 | $279K | 0.0% | N/A | 0.023% | |
2/14/2024 | Kestra Advisory Services LLC | 36,537 | $3.24M | 0.0% | +104.3% | 0.270% | |
2/14/2024 | Creative Planning | 16,069 | $1.43M | 0.0% | +13.5% | 0.119% | |
2/14/2024 | MGO One Seven LLC | 76,526 | $6.79M | 0.4% | +2,087.7% | 0.565% | |
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2/14/2024 | Visionary Wealth Advisors | 59,401 | $5.27M | 0.4% | +72.9% | 0.439% | |
2/14/2024 | Enzi Wealth | 81,850 | $7.87M | 3.8% | +140.1% | 0.605% | |
2/14/2024 | Connectus Wealth LLC | 80,766 | $7.17M | 0.1% | +913.0% | 0.596% | |
2/14/2024 | Traction Financial Partners LLC | 10,270 | $911K | 0.6% | N/A | 0.076% | |
2/13/2024 | Envestnet Asset Management Inc. | 155,119 | $13.76M | 0.0% | +99.7% | 1.146% | |
2/13/2024 | 1832 Asset Management L.P. | 430,852 | $38.22M | 0.1% | N/A | 3.182% | |
2/13/2024 | Cetera Advisor Networks LLC | 146,540 | $13M | 0.1% | +72.6% | 1.082% | |
2/13/2024 | Per Stirling Capital Management LLC. | 118,206 | $10.49M | 1.9% | +8.5% | 0.873% | |
2/13/2024 | Jones Financial Companies Lllp | 642 | $57K | 0.0% | N/A | 0.005% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 19,903 | $1.77M | 0.8% | +2.5% | 0.147% | |
2/12/2024 | Focus Financial Network Inc. ADV | 241,330 | $21.41M | 0.8% | N/A | 1.782% | |
2/12/2024 | Stifel Financial Corp | 1,582,759 | $140.41M | 0.2% | +52.4% | 11.690% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 10,526 | $934K | 0.0% | -2.4% | 0.078% | |
2/9/2024 | Advisory Services Network LLC | 31,699 | $2.81M | 0.1% | +5.6% | 0.234% | |
2/9/2024 | US Bancorp DE | 32,598 | $2.89M | 0.0% | +22.0% | 0.241% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 181,885 | $16.14M | 0.1% | +41.2% | 1.343% | |
2/9/2024 | Hanlon Investment Management Inc. | 2,735 | $243K | 0.1% | N/A | 0.020% | |
2/9/2024 | Assetmark Inc. | 478,958 | $42.49M | 0.2% | N/A | 3.537% | |
2/9/2024 | CreativeOne Wealth LLC | 8,426 | $748K | 0.0% | +118.5% | 0.062% | |
2/9/2024 | Milestone Investment Advisors LLC | 134,559 | $11.94M | 3.5% | +15.2% | 0.994% | |
2/9/2024 | Thoroughbred Financial Services LLC | 49,476 | $4.39M | 0.4% | +44.9% | 0.365% | |
2/9/2024 | UBS Group AG | 179,289 | $15.91M | 0.0% | -1.4% | 1.324% | |
2/8/2024 | Level Four Advisory Services LLC | 20,285 | $1.80M | 0.1% | N/A | 0.150% | |
2/8/2024 | Kingsview Wealth Management LLC | 3,581 | $318K | 0.0% | -22.9% | 0.026% | |
2/8/2024 | Meridian Wealth Management LLC | 21,237 | $1.88M | 0.1% | N/A | 0.157% | |
2/8/2024 | OMNI 360 Wealth Inc. | 2,922 | $259K | 0.2% | N/A | 0.022% | |
2/8/2024 | Eudaimonia Partners LLC | 15,097 | $1.34M | 0.4% | +12.9% | 0.111% | |
2/8/2024 | Janney Montgomery Scott LLC | 33,237 | $2.95M | 0.0% | N/A | 0.245% | |
2/7/2024 | Avantax Advisory Services Inc. | 132,236 | $11.73M | 0.1% | +42.5% | 0.977% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 15,220 | $1.35M | 0.0% | +150.8% | 0.112% | |
2/7/2024 | Dana Investment Advisors Inc. | 10,376 | $920K | 0.0% | N/A | 0.077% | |
2/7/2024 | Northwest Financial Advisors | 1,273 | $113K | 0.1% | N/A | 0.009% | |
2/7/2024 | Principal Securities Inc. | 61,271 | $5.44M | 0.2% | N/A | 0.453% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 17,937 | $1.59M | 0.1% | +104.1% | 0.132% | |
2/7/2024 | Bogart Wealth LLC | 265,800 | $23.58M | 1.3% | +5,315,900.0% | 1.963% | |
2/6/2024 | Private Advisor Group LLC | 90,768 | $8.05M | 0.1% | +107.5% | 0.670% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 34,430 | $3.05M | 0.1% | +45.5% | 0.254% | |
2/6/2024 | Merit Financial Group LLC | 13,733 | $1.22M | 0.0% | N/A | 0.101% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 1,033,038 | $91.64M | 1.8% | +64.7% | 7.630% | |
2/6/2024 | Aveo Capital Partners LLC | 115,336 | $10.23M | 1.2% | +72.2% | 0.852% | |
2/6/2024 | Concentrum Wealth Management | 19,831 | $1.76M | 0.1% | +119.2% | 0.146% | |
2/6/2024 | Benjamin Edwards Inc. | 47,964 | $4.26M | 0.9% | +68.0% | 0.354% | |
2/6/2024 | Commonwealth Equity Services LLC | 577,483 | $51.23M | 0.1% | +105.5% | 4.265% | |
2/6/2024 | Great Valley Advisor Group Inc. | 55,450 | $4.92M | 0.2% | N/A | 0.410% | |
2/6/2024 | Concord Wealth Partners | 66,605 | $5.91M | 1.2% | -11.3% | 0.492% | |
2/5/2024 | MONECO Advisors LLC | 3,951 | $350K | 0.1% | +7.0% | 0.029% | |
2/5/2024 | Kestra Private Wealth Services LLC | 55,508 | $4.92M | 0.1% | N/A | 0.410% | |
2/5/2024 | Silver Oak Securities Incorporated | 7,557 | $670K | 0.1% | N/A | 0.056% | |
2/5/2024 | Principle Wealth Partners LLC | 64,496 | $5.72M | 0.5% | +12.4% | 0.476% | |
2/2/2024 | Valmark Advisers Inc. | 6,175 | $548K | 0.0% | -52.4% | 0.046% | |
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2/2/2024 | Absolute Capital Management LLC | 6,887 | $611K | 0.6% | N/A | 0.051% | |
2/2/2024 | Truist Financial Corp | 4,159 | $369K | 0.0% | +5.1% | 0.031% | |
2/2/2024 | Kovack Advisors Inc. | 37,584 | $3.33M | 0.4% | +7.8% | 0.278% | |
2/2/2024 | Penobscot Wealth Management | 33,092 | $2.94M | 2.0% | +4.5% | 0.244% | |
2/2/2024 | Atria Wealth Solutions Inc. | 70,355 | $6.24M | 0.1% | +35.7% | 0.520% | |
2/1/2024 | Masso Torrence Wealth Management Inc. | 109,799 | $9.74M | 6.6% | +246.9% | 0.811% | |
2/1/2024 | Sigma Planning Corp | 16,168 | $1.43M | 0.1% | -39.2% | 0.119% | |
1/31/2024 | Hunter Associates Investment Management LLC | 66,174 | $5.87M | 1.1% | N/A | 0.489% | |
1/31/2024 | J.W. Cole Advisors Inc. | 17,382 | $1.54M | 0.1% | N/A | 0.128% | |
1/31/2024 | Western Wealth Management LLC | 7,469 | $663K | 0.0% | +6.5% | 0.055% | |