11/4/2024 | Sigma Planning Corp | 7,369 | $289K | 0.0% | -67.5% | 0.038% | |
11/1/2024 | Corrado Advisors LLC | 44,786 | $1.76M | 1.1% | -2.7% | 0.230% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 90,778 | $3.56M | 1.3% | -4.8% | 0.467% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 8,628 | $339K | 0.0% | -37.5% | 0.044% | |
10/31/2024 | Ascent Wealth Partners LLC | 13,930 | $547K | 0.1% | -16.5% | 0.072% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 800 | $31K | 0.0% | -76.6% | 0.004% | |
|
10/29/2024 | Janney Montgomery Scott LLC | 55,414 | $2.18M | 0.0% | -12.2% | 0.285% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 2,800 | $110K | 0.0% | -15.2% | 0.014% | |
10/28/2024 | Focus Financial Network Inc. | 9,805 | $385K | 0.0% | -8.8% | 0.050% | |
10/25/2024 | Cornerstone Wealth Group LLC | 36,250 | $1.42M | 0.1% | -7.3% | 0.187% | |
10/25/2024 | Strategic Blueprint LLC | 17,085 | $671K | 0.0% | -17.8% | 0.088% | |
10/25/2024 | Diversify Advisory Services LLC | 121,643 | $4.81M | 0.3% | -10.1% | 0.626% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 32,588 | $1.28M | 0.2% | +1.8% | 0.168% | |
10/24/2024 | FSA Advisors Inc. | 17,662 | $693K | 0.7% | -24.7% | 0.091% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 39,622 | $1.56M | 0.0% | -55.6% | 0.204% | |
10/23/2024 | Silver Oak Securities Incorporated | 13,311 | $521K | 0.1% | +88.0% | 0.069% | |
10/22/2024 | Chris Bulman Inc | 21,803 | $856K | 0.6% | -25.5% | 0.112% | |
10/22/2024 | Weaver Capital Management LLC | 39,316 | $1.54M | 0.5% | -3.4% | 0.202% | |
10/21/2024 | Foundations Investment Advisors LLC | 32,849 | $1.29M | 0.0% | +37.0% | 0.169% | |
10/21/2024 | Castleview Partners LLC | 1,878 | $74K | 0.0% | -31.0% | 0.010% | |
10/18/2024 | Stratos Wealth Advisors LLC | 36,813 | $1.45M | 0.1% | -10.5% | 0.189% | |
10/17/2024 | BCS Wealth Management | 75,821 | $2.98M | 1.3% | -6.6% | 0.390% | |
10/15/2024 | Keystone Wealth Services LLC | 47,282 | $1.86M | 0.5% | -5.0% | 0.243% | |
10/10/2024 | Retirement Planning Group LLC | 20,402 | $801K | 0.0% | +2.4% | 0.105% | |
10/10/2024 | CRA Financial Services LLC | 25,822 | $1.01M | 0.2% | -5.0% | 0.133% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 20,543 | $806K | 0.4% | -4.8% | 0.106% | |
10/9/2024 | Cypress Wealth Services LLC | 42,170 | $1.66M | 0.3% | -21.3% | 0.217% | |
10/8/2024 | Gill Capital Partners LLC | 55,774 | $2.19M | 0.8% | -1.6% | 0.287% | |
10/8/2024 | Brookstone Capital Management | 190,676 | $7.48M | 0.1% | -79.0% | 0.981% | |
10/8/2024 | City Holding Co. | 62,347 | $2.45M | 0.3% | -4.5% | 0.321% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 10,273 | $403K | 0.1% | -3.9% | 0.053% | |
10/7/2024 | Cypress Financial Planning LLC | 6,587 | $259K | 0.1% | +4.8% | 0.034% | |
10/7/2024 | Lakeridge Wealth Management LLC | 34,951 | $1.37M | 0.8% | -1.1% | 0.180% | |
9/11/2024 | Summit Wealth Partners LLC | 10,709 | $406K | 0.1% | -15.6% | 0.055% | |
8/27/2024 | Dana Investment Advisors Inc. | 7,262 | $275K | 0.0% | N/A | 0.037% | |
8/22/2024 | Cetera Investment Advisers | 275,825 | $10.46M | 0.0% | -5.2% | 1.420% | |
8/21/2024 | Advisory Alpha LLC | 84,180 | $3.19M | 0.1% | -0.5% | 0.433% | |
8/21/2024 | Truist Financial Corp | 110,397 | $4.19M | 0.0% | -8.7% | 0.568% | |
8/20/2024 | HFG Wealth Management LLC | 221,900 | $8.41M | 5.4% | N/A | 1.142% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 11,439 | $434K | 0.0% | +28.7% | 0.059% | |
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8/16/2024 | NewEdge Advisors LLC | 48,432 | $1.84M | 0.0% | +1.5% | 0.249% | |
8/16/2024 | Straight Path Wealth Management | 6,260 | $237K | 0.1% | N/A | 0.032% | |
8/14/2024 | Bank of Montreal Can | 14,503 | $553K | 0.0% | N/A | 0.075% | |
8/13/2024 | AE Wealth Management LLC | 68,521 | $2.60M | 0.0% | -94.7% | 0.353% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 28,794 | $1.09M | 0.0% | -13.8% | 0.148% | |
8/10/2024 | Firestone Capital Management | 8,287 | $314K | 0.1% | N/A | 0.043% | |
8/10/2024 | Yarger Wealth Strategies LLC | 66,137 | $2.51M | 1.5% | +17.2% | 0.340% | |
8/10/2024 | Frisch Financial Group Inc. | 44,329 | $1.68M | 0.5% | -3.1% | 0.228% | |
8/8/2024 | Envestnet Asset Management Inc. | 122,822 | $4.66M | 0.0% | -6.5% | 0.632% | |
8/8/2024 | CoreCap Advisors LLC | 111,777 | $4.24M | 0.4% | N/A | 0.575% | |
8/8/2024 | WPWealth LLP | 6,297 | $239K | 0.1% | -93.2% | 0.032% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 3,425 | $129K | 0.1% | +67.1% | 0.018% | |
8/7/2024 | Liberty Wealth Management LLC | 33,521 | $1.27M | 0.0% | N/A | 0.173% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,118 | $42K | 0.0% | N/A | 0.006% | |
8/6/2024 | Chris Bulman Inc | 29,268 | $1.11M | 0.8% | N/A | 0.151% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 43,162 | $1.64M | 0.3% | -2.3% | 0.222% | |
8/2/2024 | Belpointe Asset Management LLC | 90,962 | $3.45M | 0.2% | +1.0% | 0.468% | |
8/2/2024 | Foundations Investment Advisors LLC | 23,975 | $909K | 0.0% | +42.8% | 0.123% | |
8/2/2024 | Weaver Capital Management LLC | 40,705 | $1.54M | 0.5% | -6.3% | 0.209% | |
8/1/2024 | Bellwether Advisors LLC | 87,457 | $3.32M | 0.7% | -1.2% | 0.450% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 22,242 | $843K | 0.1% | -2.8% | 0.114% | |
7/29/2024 | Arkadios Wealth Advisors | 10,572 | $401K | 0.0% | +27.3% | 0.054% | |
7/27/2024 | Strategic Blueprint LLC | 20,795 | $789K | 0.1% | +13.1% | 0.107% | |
7/26/2024 | Crown Wealth Group LLC | 5,945 | $225K | 0.1% | -5.5% | 0.031% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 32,017 | $1.21M | 0.2% | +2.4% | 0.165% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 116,275 | $4.41M | 0.0% | +0.7% | 0.598% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 6,583 | $250K | 0.0% | N/A | 0.034% | |
7/25/2024 | RPS Advisory Solutions LLC | 33,643 | $1.28M | 1.2% | N/A | 0.173% | |
7/24/2024 | Catalina Capital Group LLC | 79,842 | $3.03M | 1.1% | +39.3% | 0.411% | |
7/19/2024 | KFG Wealth Management LLC | 113,367 | $4.30M | 1.7% | +5.1% | 0.583% | |
7/19/2024 | Raymond James & Associates | 56,981 | $2.16M | 0.0% | +0.9% | 0.293% | |
7/19/2024 | MBL Wealth LLC | 83,716 | $3.18M | 0.4% | +327.2% | 0.431% | |
7/18/2024 | Brookstone Capital Management | 906,253 | $34.76M | 0.6% | -4.1% | 4.664% | |
7/18/2024 | Triad Wealth Partners LLC | 943 | $36K | 0.0% | N/A | 0.005% | |
7/18/2024 | Fiduciary Financial Group LLC | 13,380 | $516K | 0.1% | N/A | 0.069% | |
7/17/2024 | Comprehensive Financial Consultants Institutional Inc. | 95,342 | $3.62M | 1.4% | -2.1% | 0.491% | |
7/16/2024 | ORBA Wealth Advisors L.L.C. | 21,573 | $818K | 0.4% | +126.8% | 0.111% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 89,253 | $3.38M | 0.0% | -6.7% | 0.459% | |
7/15/2024 | RFG Advisory LLC | 48,612 | $1.84M | 0.1% | +3.0% | 0.250% | |
7/13/2024 | Keystone Wealth Services LLC | 49,777 | $1.89M | 0.6% | -19.7% | 0.256% | |
7/12/2024 | Diversify Advisory Services LLC | 135,349 | $5.19M | 0.3% | N/A | 0.697% | |
7/12/2024 | Southland Equity Partners LLC | 777,262 | $29.47M | 8.4% | +0.1% | 4.000% | |
7/12/2024 | City Holding Co. | 65,297 | $2.48M | 0.4% | -4.4% | 0.336% | |
7/12/2024 | CRA Financial Services LLC | 27,172 | $1.03M | 0.2% | +22.0% | 0.140% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 10,218 | $387K | 0.2% | +4.1% | 0.053% | |
7/11/2024 | Smith Anglin Financial LLC | 12,048 | $457K | 0.0% | +3.5% | 0.062% | |
7/10/2024 | CWM LLC | 6,253 | $237K | 0.0% | -8.9% | 0.032% | |
7/10/2024 | Fiduciary Alliance LLC | 9,394 | $358K | 0.1% | +6.2% | 0.048% | |
7/9/2024 | Fragasso Financial Advisors Inc | 7,923 | $300K | 0.0% | -26.9% | 0.041% | |
6/21/2024 | Cape Investment Advisory Inc. | 8,000 | $294K | 0.1% | +12.7% | 0.041% | |
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5/24/2024 | Cetera Advisors LLC | 113,250 | $4.17M | 0.0% | +124.1% | 0.583% | |
5/24/2024 | Cetera Investment Advisers | 291,055 | $10.71M | 0.0% | +2,610.3% | 1.498% | |
5/23/2024 | FSA Advisors Inc. | 23,565 | $867K | 0.9% | +97.1% | 0.121% | |
5/22/2024 | First City Capital Management Inc. | 9,495 | $350K | 0.2% | N/A | 0.049% | |
5/20/2024 | Bullseye Investment Management LLC | 37,039 | $1.36M | 0.8% | N/A | 0.191% | |
5/17/2024 | Clear Point Advisors Inc. | 3,575 | $132K | 0.1% | -10.1% | 0.018% | |
5/16/2024 | Sugar Maple Asset Management LLC | 14,019 | $516K | 0.5% | N/A | 0.072% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 8,887 | $298K | 0.0% | +28.0% | 0.046% | |
5/16/2024 | WPWealth LLP | 92,090 | $3.39M | 0.9% | +14.8% | 0.474% | |
5/15/2024 | Beck Capital Management LLC | 5,509 | $203K | 0.1% | -9.8% | 0.028% | |