11/20/2024 | Advisory Resource Group | 44,073 | $2.18M | 0.5% | +2.8% | 0.285% | |
11/18/2024 | Virtue Capital Management LLC | 5,379 | $266K | 0.1% | -46.9% | 0.035% | |
11/15/2024 | MML Investors Services LLC | 92,224 | $4.56M | 0.0% | +9.2% | 0.597% | |
11/15/2024 | Orion Portfolio Solutions LLC | 18,918 | $935K | 0.0% | +38.6% | 0.122% | |
11/15/2024 | Jane Street Group LLC | 66,694 | $3.30M | 0.0% | +93.4% | 0.432% | |
11/15/2024 | Stifel Financial Corp | 21,154 | $1.05M | 0.0% | +244.8% | 0.137% | |
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11/15/2024 | Integrated Wealth Concepts LLC | 9,063 | $448K | 0.0% | +3.4% | 0.059% | |
11/15/2024 | HighTower Advisors LLC | 172,366 | $8.51M | 0.0% | +186.1% | 1.116% | |
11/15/2024 | Benjamin Edwards Inc. | 7,531 | $372K | 0.0% | +293.3% | 0.049% | |
11/14/2024 | Captrust Financial Advisors | 19,315 | $954K | 0.0% | -1.9% | 0.125% | |
11/14/2024 | Rockefeller Capital Management L.P. | 17,341 | $855K | 0.0% | +8.9% | 0.112% | |
11/13/2024 | D.A. Davidson & CO. | 43,583 | $2.15M | 0.0% | +22.3% | 0.282% | |
11/12/2024 | Larson Financial Group LLC | 1,855 | $92K | 0.0% | N/A | 0.012% | |
11/12/2024 | Great Valley Advisor Group Inc. | 19,639 | $970K | 0.0% | +1.1% | 0.127% | |
11/12/2024 | Flagstar Advisors Inc. | 28,763 | $1.42M | 0.4% | +2.1% | 0.186% | |
11/12/2024 | Citigroup Inc. | 329,479 | $16.28M | 0.0% | -0.8% | 2.133% | |
11/8/2024 | Prospera Financial Services Inc | 16,145 | $798K | 0.0% | +109.4% | 0.104% | |
11/7/2024 | EnRich Financial Partners LLC | 139,912 | $6.91M | 2.3% | +5.3% | 0.906% | |
11/7/2024 | Meeder Advisory Services Inc. | 94,973 | $4.69M | 0.3% | +14.1% | 0.615% | |
11/6/2024 | Traction Financial Partners LLC | 28,036 | $1.39M | 1.1% | +1.9% | 0.181% | |
11/6/2024 | Oppenheimer & Co. Inc. | 6,063 | $300K | 0.0% | +12.3% | 0.039% | |
11/5/2024 | Platform Technology Partners | 59,498 | $2.94M | 0.9% | +1.8% | 0.385% | |
11/5/2024 | Harbour Investments Inc. | 21,916 | $1.08M | 0.0% | -17.0% | 0.142% | |
11/4/2024 | Core Wealth Partners LLC | 5,895 | $291K | 0.2% | N/A | 0.038% | |
11/4/2024 | Ashton Thomas Securities LLC | 17,486 | $864K | 0.2% | -1.5% | 0.113% | |
11/4/2024 | Sigma Planning Corp | 12,241 | $605K | 0.0% | -1.7% | 0.079% | |
11/2/2024 | Mach 1 Financial Group LLC | 4,129 | $204K | 0.1% | N/A | 0.027% | |
11/1/2024 | GSG Advisors LLC | 52,152 | $2.58M | 0.9% | +22.3% | 0.338% | |
11/1/2024 | Atria Investments Inc | 19,569 | $967K | 0.0% | +9.3% | 0.127% | |
11/1/2024 | Crumly & Associates Inc. | 109,608 | $5.42M | 1.5% | +10.2% | 0.709% | |
10/31/2024 | Socha Financial Group LLC | 18,854 | $931K | 0.4% | +3.1% | 0.124% | |
10/31/2024 | Concurrent Investment Advisors LLC | 26,720 | $1.32M | 0.0% | +24.9% | 0.175% | |
10/30/2024 | Financial Partners Group Inc | 235,646 | $11.64M | 1.7% | +7.4% | 1.545% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 10,299 | $509K | 0.0% | -10.4% | 0.068% | |
10/28/2024 | Stephens Inc. AR | 69,909 | $3.45M | 0.0% | +132.3% | 0.458% | |
10/28/2024 | Summit Wealth Partners LLC | 10,985 | $543K | 0.1% | -7.3% | 0.072% | |
10/25/2024 | Financial Advocates Investment Management | 54,468 | $2.69M | 0.1% | -5.1% | 0.357% | |
10/25/2024 | Boyd Wealth Management LLC | 18,221 | $900K | 0.5% | -2.2% | 0.119% | |
10/25/2024 | Mutual Advisors LLC | 31,593 | $1.54M | 0.0% | -4.8% | 0.207% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 2,200 | $109K | 0.0% | N/A | 0.014% | |
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10/24/2024 | J.W. Cole Advisors Inc. | 7,764 | $384K | 0.0% | +17.8% | 0.051% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 29,317 | $1.45M | 0.7% | -3.8% | 0.194% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 1,521,354 | $75.16M | 0.2% | +4.0% | 10.075% | |
10/22/2024 | Private Advisor Group LLC | 80,659 | $3.99M | 0.0% | -4.1% | 0.534% | |
10/21/2024 | Mattern Wealth Management LLC | 9,412 | $465K | 0.1% | N/A | 0.062% | |
10/21/2024 | Stewardship Advisors LLC | 54,525 | $2.69M | 0.8% | +139.0% | 0.361% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 86,113 | $4.25M | 0.3% | -3.3% | 0.570% | |
10/18/2024 | Raymond James & Associates | 129,197 | $6.38M | 0.0% | +0.8% | 0.856% | |
10/16/2024 | Cornerstone Wealth Management LLC | 71,756 | $3.55M | 0.2% | +3.6% | 0.478% | |
10/16/2024 | SeaCrest Wealth Management LLC | 4,558 | $225K | 0.0% | N/A | 0.030% | |
10/9/2024 | Private Advisory Group LLC | 45,476 | $2.25M | 0.3% | -13.7% | 0.303% | |
10/9/2024 | Atlas Private Wealth Advisors | 159,491 | $7.88M | 1.1% | -0.8% | 1.063% | |
10/8/2024 | CWM LLC | 24,160 | $1.19M | 0.0% | +19.8% | 0.161% | |
10/8/2024 | WealthCare Investment Partners LLC | 10,715 | $526K | 0.2% | +2.3% | 0.071% | |
10/8/2024 | Country Trust Bank | 16,789 | $829K | 0.0% | -1.7% | 0.112% | |
10/8/2024 | Insight Wealth Strategies LLC | 5,155 | $255K | 0.0% | -51.9% | 0.034% | |
10/5/2024 | Triton Wealth Management PLLC | 28,604 | $1.41M | 0.8% | +3.4% | 0.216% | |
10/3/2024 | Rockland Trust Co. | 64,669 | $3.20M | 0.2% | -5.0% | 0.488% | |
9/11/2024 | Summit Wealth Partners LLC | 11,848 | $572K | 0.1% | +5.5% | 0.089% | |
9/5/2024 | Sanctuary Advisors LLC | 7,692 | $365K | 0.0% | N/A | 0.058% | |
8/22/2024 | Cetera Investment Advisers | 161,055 | $7.78M | 0.0% | +10.3% | 1.216% | |
8/21/2024 | Truist Financial Corp | 13,605 | $657K | 0.0% | +1.8% | 0.103% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 5,775 | $279K | 0.0% | N/A | 0.044% | |
8/16/2024 | Traction Financial Partners LLC | 27,500 | $1.35M | 1.0% | +10.0% | 0.208% | |
8/16/2024 | NewEdge Advisors LLC | 188,505 | $9.11M | 0.1% | +561.0% | 1.423% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 5,264 | $254K | 0.0% | -32.3% | 0.040% | |
8/9/2024 | Perissos Private Wealth Management LLC | 38,869 | $1.88M | 1.7% | +28.9% | 0.293% | |
8/8/2024 | J.W. Cole Advisors Inc. | 6,593 | $319K | 0.0% | N/A | 0.050% | |
8/8/2024 | Envestnet Asset Management Inc. | 79,212 | $3.83M | 0.0% | -15.2% | 0.598% | |
8/8/2024 | Meeder Advisory Services Inc. | 83,273 | $4.02M | 0.3% | N/A | 0.628% | |
8/8/2024 | LPL Financial LLC | 807,272 | $39.01M | 0.0% | +8.4% | 6.093% | |
8/6/2024 | Waddell & Associates LLC | 5,920 | $286K | 0.0% | -9.2% | 0.045% | |
8/3/2024 | Crumly & Associates Inc. | 99,498 | $4.81M | 1.4% | -46.2% | 0.751% | |
8/1/2024 | Elevated Capital Advisors LLC | 4,365 | $211K | 0.1% | N/A | 0.033% | |
7/31/2024 | Commonwealth Equity Services LLC | 49,209 | $2.38M | 0.0% | -10.7% | 0.373% | |
7/31/2024 | IFG Advisory LLC | 11,209 | $542K | 0.0% | N/A | 0.085% | |
7/31/2024 | Concurrent Investment Advisors LLC | 21,390 | $1.03M | 0.0% | +15.7% | 0.162% | |
7/31/2024 | Rothschild Investment LLC | 625 | $30K | 0.0% | N/A | 0.005% | |
7/30/2024 | AJ Advisors LLC | 63,174 | $3.05M | 1.7% | -3.9% | 0.479% | |
7/30/2024 | Hobart Private Capital LLC | 15,596 | $754K | 0.2% | +37.7% | 0.118% | |
7/30/2024 | International Assets Investment Management LLC | 3,809 | $184K | 0.0% | N/A | 0.029% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 14,665 | $709K | 0.1% | +8.9% | 0.111% | |
7/29/2024 | Ameritas Advisory Services LLC | 7,615 | $368K | 0.0% | +6.7% | 0.058% | |
7/29/2024 | Financial Advocates Investment Management | 57,389 | $2.77M | 0.2% | -25.0% | 0.435% | |
7/26/2024 | Harbour Investments Inc. | 26,398 | $1.28M | 0.0% | -1.9% | 0.200% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 49,630 | $2.40M | 0.0% | +7.0% | 0.376% | |
7/26/2024 | SlateStone Wealth LLC | 107,733 | $5.21M | 0.6% | -5.8% | 0.816% | |
7/25/2024 | First Heartland Consultants Inc. | 55,044 | $2.66M | 0.2% | -15.1% | 0.417% | |
7/25/2024 | Pineridge Advisors LLC | 6,389 | $309K | 0.1% | -13.5% | 0.048% | |
7/25/2024 | Clear Creek Financial Management LLC | 5,957 | $288K | 0.0% | -5.6% | 0.045% | |
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7/24/2024 | Advisory Resource Group | 42,871 | $2.07M | 0.5% | +6.0% | 0.325% | |
7/24/2024 | Boyd Wealth Management LLC | 18,629 | $900K | 0.5% | +3.2% | 0.141% | |
7/24/2024 | ShoreHaven Wealth Partners LLC | 30,477 | $1.47M | 0.8% | +1.4% | 0.231% | |
7/23/2024 | Private Advisory Group LLC | 52,694 | $2.55M | 0.3% | N/A | 0.399% | |
7/23/2024 | Rockland Trust Co. | 68,084 | $3.29M | 0.2% | -10.0% | 0.516% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 235,014 | $11.36M | 0.0% | -35.5% | 1.780% | |
7/19/2024 | Financial Partners Group Inc | 219,361 | $10.60M | 1.7% | +10.4% | 1.662% | |
7/19/2024 | Raymond James & Associates | 128,111 | $6.19M | 0.0% | +12.1% | 0.971% | |
7/19/2024 | MBL Wealth LLC | 70,595 | $3.41M | 0.4% | +8.8% | 0.537% | |
7/18/2024 | WealthCare Investment Partners LLC | 10,473 | $506K | 0.2% | +34.1% | 0.080% | |