11/1/2024 | Corrado Advisors LLC | 53,043 | $1.91M | 1.2% | -2.6% | 0.243% | |
10/29/2024 | Janney Montgomery Scott LLC | 349,215 | $12.59M | 0.0% | -37.8% | 1.600% | |
10/29/2024 | Chicago Partners Investment Group LLC | 11,391 | $413K | 0.0% | -3.0% | 0.052% | |
10/28/2024 | Stephens Inc. AR | 98,925 | $3.57M | 0.1% | -2.9% | 0.453% | |
10/28/2024 | Summit Wealth Partners LLC | 7,405 | $267K | 0.1% | -21.7% | 0.034% | |
10/24/2024 | FSA Advisors Inc. | 33,995 | $1.23M | 1.2% | -5.5% | 0.156% | |
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10/24/2024 | Wealth Enhancement Advisory Services LLC | 47,482 | $1.71M | 0.0% | -71.2% | 0.218% | |
10/22/2024 | Chris Bulman Inc | 43,284 | $1.56M | 1.1% | -16.5% | 0.198% | |
10/22/2024 | Macroview Investment Management LLC | 32,516 | $1.17M | 1.1% | +1.3% | 0.149% | |
10/21/2024 | Calton & Associates Inc. | 8,111 | $292K | 0.1% | N/A | 0.037% | |
10/21/2024 | Foundations Investment Advisors LLC | 23,225 | $837K | 0.0% | -2.7% | 0.106% | |
10/18/2024 | Stratos Wealth Advisors LLC | 78,897 | $2.84M | 0.1% | -1.3% | 0.361% | |
10/17/2024 | BCS Wealth Management | 134,523 | $4.85M | 2.1% | -4.6% | 0.616% | |
10/15/2024 | Keystone Wealth Services LLC | 27,315 | $984K | 0.3% | -12.1% | 0.125% | |
10/11/2024 | Paladin Wealth LLC | 33,304 | $1.20M | 1.0% | N/A | 0.153% | |
10/10/2024 | CRA Financial Services LLC | 26,720 | $963K | 0.2% | -9.4% | 0.122% | |
10/8/2024 | Brookstone Capital Management | 160,134 | $5.77M | 0.1% | -10.1% | 0.734% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 11,838 | $427K | 0.1% | -8.5% | 0.054% | |
10/7/2024 | Cypress Financial Planning LLC | 8,279 | $298K | 0.1% | -22.1% | 0.038% | |
10/7/2024 | Miracle Mile Advisors LLC | 34,101 | $1.23M | 0.0% | -9.6% | 0.156% | |
10/2/2024 | McAlister Sweet & Associates Inc. | 62,460 | $2.25M | 1.9% | +19.7% | 0.286% | |
9/30/2024 | Mattson Financial Services LLC | 15,646 | $550K | 0.2% | N/A | 0.072% | |
8/30/2024 | Brown Financial Advisors | 25,734 | $904K | 0.4% | N/A | 0.118% | |
8/22/2024 | Cetera Investment Advisers | 216,086 | $7.59M | 0.0% | -13.8% | 0.990% | |
8/21/2024 | Advisory Alpha LLC | 13,847 | $486K | 0.0% | -9.5% | 0.063% | |
8/21/2024 | Truist Financial Corp | 53,781 | $1.89M | 0.0% | -13.7% | 0.246% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 21,150 | $743K | 0.0% | +38.7% | 0.097% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 9,853 | $346K | 0.0% | N/A | 0.045% | |
8/16/2024 | NewEdge Advisors LLC | 91,042 | $3.20M | 0.0% | -2.4% | 0.417% | |
8/15/2024 | Delta Investment Management LLC | 6,966 | $245K | 0.1% | -15.2% | 0.032% | |
8/13/2024 | AE Wealth Management LLC | 115,563 | $4.06M | 0.0% | -12.4% | 0.529% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 88,400 | $3.11M | 0.0% | -47.4% | 0.405% | |
8/10/2024 | Firestone Capital Management | 9,507 | $334K | 0.1% | -33.9% | 0.044% | |
8/8/2024 | Envestnet Asset Management Inc. | 178,641 | $6.28M | 0.0% | -14.2% | 0.818% | |
8/8/2024 | CoreCap Advisors LLC | 82,345 | $2.89M | 0.3% | N/A | 0.377% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 3,435 | $121K | 0.1% | -21.3% | 0.016% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,321 | $46K | 0.0% | N/A | 0.006% | |
8/6/2024 | Chris Bulman Inc | 51,865 | $1.82M | 1.2% | N/A | 0.238% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 15,187 | $534K | 0.2% | -4.5% | 0.070% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 61,466 | $2.16M | 0.4% | -1.1% | 0.282% | |
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8/2/2024 | Belpointe Asset Management LLC | 38,478 | $1.35M | 0.1% | -65.6% | 0.176% | |
8/2/2024 | Larson Financial Group LLC | 9,115 | $320K | 0.0% | +47,873.7% | 0.042% | |
8/2/2024 | Foundations Investment Advisors LLC | 23,864 | $838K | 0.0% | +10.5% | 0.109% | |
8/2/2024 | Weaver Capital Management LLC | 43,264 | $1.52M | 0.5% | -11.2% | 0.198% | |
7/31/2024 | Commonwealth Equity Services LLC | 555,661 | $19.52M | 0.0% | -4.1% | 2.545% | |
7/27/2024 | Strategic Blueprint LLC | 13,001 | $457K | 0.0% | +6.4% | 0.060% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 32,269 | $1.13M | 0.2% | -2.1% | 0.148% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 118,389 | $4.16M | 0.0% | -3.0% | 0.542% | |
7/25/2024 | RPS Advisory Solutions LLC | 8,612 | $303K | 0.3% | N/A | 0.039% | |
7/24/2024 | Catalina Capital Group LLC | 7,600 | $267K | 0.1% | -4.4% | 0.035% | |
7/24/2024 | Cornerstone Wealth Group LLC | 32,837 | $1.15M | 0.1% | -1.4% | 0.150% | |
7/23/2024 | Macroview Investment Management LLC | 32,103 | $1.13M | 1.2% | +1.0% | 0.147% | |
7/22/2024 | Focus Financial Network Inc. | 16,078 | $569K | 0.0% | +8.6% | 0.074% | |
7/20/2024 | Continuum Advisory LLC | 29,927 | $1.05M | 0.2% | -1.1% | 0.137% | |
7/19/2024 | KFG Wealth Management LLC | 54,554 | $1.92M | 0.8% | -0.7% | 0.250% | |
7/19/2024 | ARS Wealth Advisors Group LLC | 15,155 | $532K | 0.1% | -2.1% | 0.069% | |
7/18/2024 | Gradient Investments LLC | 2,246,531 | $78.92M | 1.8% | +3.6% | 10.291% | |
7/18/2024 | Brookstone Capital Management | 178,094 | $6.31M | 0.1% | -83.7% | 0.816% | |
7/18/2024 | Outlook Wealth Advisors LLC | 7,383 | $259K | 0.1% | -28.6% | 0.034% | |
7/18/2024 | Miracle Mile Advisors LLC | 37,710 | $1.33M | 0.0% | -85.5% | 0.173% | |
7/18/2024 | Triad Wealth Partners LLC | 12,706 | $446K | 0.2% | N/A | 0.058% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 164,961 | $5.80M | 0.0% | -57.1% | 0.756% | |
7/16/2024 | BCS Wealth Management | 140,950 | $4.95M | 2.4% | -0.5% | 0.646% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 6,270 | $220K | 0.0% | -5.9% | 0.029% | |
7/15/2024 | Transform Wealth LLC | 10,357 | $364K | 0.0% | N/A | 0.047% | |
7/15/2024 | RFG Advisory LLC | 21,201 | $745K | 0.0% | +2.4% | 0.097% | |
7/12/2024 | Diversify Advisory Services LLC | 70,670 | $2.50M | 0.1% | +253.4% | 0.324% | |
7/12/2024 | Southland Equity Partners LLC | 152,296 | $5.35M | 1.5% | -0.2% | 0.698% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 18,103 | $636K | 0.3% | -2.1% | 0.083% | |
7/10/2024 | Gill Capital Partners LLC | 42,628 | $1.50M | 0.6% | -5.4% | 0.195% | |
7/10/2024 | Fiduciary Alliance LLC | 5,700 | $201K | 0.0% | N/A | 0.026% | |
7/2/2024 | McAlister Sweet & Associates Inc. | 52,191 | $1.83M | 1.3% | -1.2% | 0.239% | |
6/21/2024 | Cape Investment Advisory Inc. | 25,900 | $885K | 0.4% | -9.8% | 0.119% | |
5/29/2024 | Soltis Investment Advisors LLC | 5,992 | $205K | 0.0% | -97.9% | 0.027% | |
5/24/2024 | Cetera Advisors LLC | 106,347 | $3.63M | 0.0% | +132.3% | 0.487% | |
5/24/2024 | Cetera Investment Advisers | 250,597 | $8.56M | 0.0% | +442.7% | 1.148% | |
5/23/2024 | FSA Advisors Inc. | 36,078 | $1.23M | 1.3% | +20.0% | 0.165% | |
5/20/2024 | Bullseye Investment Management LLC | 53,120 | $1.82M | 1.1% | N/A | 0.243% | |
5/17/2024 | WealthPlan Investment Management LLC | 15,323 | $523K | 0.1% | +110.0% | 0.070% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 15,249 | $521K | 0.0% | +62.2% | 0.070% | |
5/16/2024 | WPWealth LLP | 30,285 | $1.04M | 0.3% | N/A | 0.139% | |
5/15/2024 | Kestra Advisory Services LLC | 354,530 | $12.11M | 0.1% | +129.2% | 1.609% | |
5/14/2024 | First Commonwealth Financial Corp PA | 15,897 | $543K | 0.1% | N/A | 0.072% | |
5/14/2024 | CreativeOne Wealth LLC | 55,872 | $1.91M | 0.1% | +37.0% | 0.254% | |
5/14/2024 | Evermay Wealth Management LLC | 1,100 | $38K | 0.0% | N/A | 0.005% | |
5/14/2024 | InterOcean Capital Group LLC | 22,647 | $774K | 0.0% | +263.5% | 0.103% | |
5/11/2024 | Orion Capital Management LLC | 15,500 | $529K | 0.3% | +3.3% | 0.070% | |
5/10/2024 | Osaic Holdings Inc. | 550,369 | $18.80M | 0.0% | +70.6% | 2.498% | |
5/9/2024 | Corrado Advisors LLC | 55,084 | $1.88M | 1.2% | N/A | 0.250% | |
5/9/2024 | Blair William & Co. IL | 15,888 | $543K | 0.0% | +4.0% | 0.072% | |
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5/9/2024 | Kingsview Wealth Management LLC | 16,735 | $572K | 0.0% | +9.1% | 0.076% | |
5/9/2024 | Delta Investment Management LLC | 8,213 | $281K | 0.1% | N/A | 0.037% | |
5/8/2024 | Avantax Advisory Services Inc. | 40,134 | $1.37M | 0.0% | +9.2% | 0.182% | |
5/7/2024 | BCGM Wealth Management LLC | 29,693 | $1.01M | 0.4% | +11.6% | 0.135% | |
5/7/2024 | WealthPLAN Partners LLC | 9,946 | $340K | 0.0% | N/A | 0.045% | |
5/7/2024 | Pillar Wealth Advisors LLC | 12,529 | $428K | 0.3% | +21.8% | 0.057% | |
5/7/2024 | Oppenheimer & Co. Inc. | 14,508 | $496K | 0.0% | N/A | 0.066% | |
5/7/2024 | PFG Advisors | 9,081 | $310K | 0.0% | N/A | 0.041% | |
5/6/2024 | Gill Capital Partners LLC | 45,062 | $1.52M | 0.6% | +4.0% | 0.205% | |
5/6/2024 | Advisory Alpha LLC | 15,294 | $522K | 0.0% | N/A | 0.069% | |