11/2/2024 | Mach 1 Financial Group LLC | 18,370 | $2.30M | 1.4% | +8.5% | 0.120% | |
11/1/2024 | Atria Investments Inc | 6,132 | $769K | 0.0% | +6.5% | 0.040% | |
11/1/2024 | Assetmark Inc. | 490 | $61K | 0.0% | +36.5% | 0.003% | |
11/1/2024 | Crumly & Associates Inc. | 46,331 | $5.81M | 1.6% | -65.4% | 0.301% | |
10/31/2024 | Cozad Asset Management Inc. | 25,879 | $3.25M | 0.3% | +0.5% | 0.168% | |
10/29/2024 | Clear Creek Financial Management LLC | 18,054 | $2.27M | 0.3% | +3.5% | 0.117% | |
|
10/29/2024 | Key Financial Inc | 996 | $125K | 0.0% | +137.7% | 0.006% | |
10/29/2024 | Luken Investment Analytics LLC | 15,021 | $1.88M | 0.9% | +219.3% | 0.098% | |
10/28/2024 | Stephens Inc. AR | 13,023 | $1.63M | 0.0% | -0.8% | 0.085% | |
10/28/2024 | US Bancorp DE | 5,943 | $746K | 0.0% | -3.9% | 0.039% | |
10/25/2024 | Strategic Blueprint LLC | 88,151 | $11.06M | 0.7% | +9.7% | 0.572% | |
10/25/2024 | Gateway Wealth Partners LLC | 11,175 | $1.40M | 0.4% | -1.0% | 0.073% | |
10/24/2024 | Washburn Capital Management Inc. | 1,813 | $227K | 0.2% | -30.0% | 0.012% | |
10/24/2024 | Barrett & Company Inc. | 4,663 | $585K | 0.3% | +2.3% | 0.030% | |
10/24/2024 | Peterson Wealth Advisors LLC | 2,390 | $300K | 0.1% | -12.5% | 0.016% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,378 | $1.18M | 0.0% | +17.7% | 0.061% | |
10/24/2024 | Arkadios Wealth Advisors | 12,378 | $1.55M | 0.1% | +218.0% | 0.080% | |
10/23/2024 | Burke & Herbert Bank & Trust Co. | 13,753 | $1.73M | 0.4% | -4.0% | 0.089% | |
10/22/2024 | Private Advisor Group LLC | 49,056 | $6.15M | 0.0% | +4.2% | 0.319% | |
10/22/2024 | Signaturefd LLC | 586 | $73K | 0.0% | +29.9% | 0.004% | |
10/21/2024 | Foundations Investment Advisors LLC | 12,561 | $1.58M | 0.0% | -1.2% | 0.082% | |
10/21/2024 | AIFG Consultants Ltd. | 97,385 | $12.22M | 9.3% | -0.9% | 0.632% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 2,395 | $300K | 0.0% | -55.4% | 0.016% | |
10/18/2024 | Raymond James & Associates | 782,159 | $98.12M | 0.1% | -0.1% | 5.079% | |
10/18/2024 | KMG Fiduciary Partners LLC | 1,913 | $240K | 0.0% | N/A | 0.012% | |
10/17/2024 | Richard W. Paul & Associates LLC | 13,577 | $1.70M | 0.6% | -5.8% | 0.088% | |
10/16/2024 | Secure Asset Management LLC | 12,974 | $1.63M | 0.3% | +3.5% | 0.084% | |
10/16/2024 | Good Life Advisors LLC | 245,248 | $30.77M | 1.9% | +103.6% | 1.587% | |
10/11/2024 | Creative Planning | 2,610 | $327K | 0.0% | -10.0% | 0.017% | |
10/11/2024 | CX Institutional | 46,765 | $5.87M | 0.3% | +6.7% | 0.303% | |
10/11/2024 | Affinity Wealth Management LLC | 1,966 | $247K | 0.0% | -14.2% | 0.013% | |
10/10/2024 | Valeo Financial Advisors LLC | 2,267 | $284K | 0.0% | -4.2% | 0.015% | |
10/9/2024 | Castle Rock Wealth Management LLC | 6,464 | $807K | 0.2% | -3.6% | 0.042% | |
10/9/2024 | Atlas Private Wealth Advisors | 192,571 | $24.16M | 3.5% | -17.3% | 1.246% | |
10/8/2024 | CWM LLC | 977 | $123K | 0.0% | -39.9% | 0.006% | |
10/8/2024 | Gratus Wealth Advisors LLC | 192,234 | $23.92M | 3.9% | +1.9% | 1.244% | |
10/8/2024 | Axiom Advisory LLC | 35,200 | $4.31M | 0.0% | +1.6% | 0.228% | |
10/7/2024 | Davis Investment Partners LLC | 45,686 | $5.68M | 2.4% | +3.9% | 0.296% | |
10/3/2024 | Park Avenue Securities LLC | 1,769 | $222K | 0.0% | N/A | 0.011% | |
9/23/2024 | Centaurus Financial Inc. | 5,576 | $687K | 0.0% | +2.0% | 0.034% | |
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8/27/2024 | Dana Investment Advisors Inc. | 32,245 | $3.98M | 0.1% | +0.4% | 0.196% | |
8/22/2024 | Cetera Investment Advisers | 103,402 | $12.75M | 0.0% | +44.9% | 0.629% | |
8/21/2024 | Truist Financial Corp | 140,268 | $17.29M | 0.0% | -8.3% | 0.853% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 19,926 | $2.46M | 0.1% | +10.0% | 0.121% | |
8/16/2024 | Gateway Wealth Partners LLC | 11,283 | $1.39M | 0.4% | +430.7% | 0.069% | |
8/16/2024 | Sunbelt Securities Inc. | 3,587 | $442K | 0.0% | -3.7% | 0.022% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 13,172 | $1.62M | 0.0% | +2.4% | 0.080% | |
8/16/2024 | NewEdge Advisors LLC | 23,998 | $2.96M | 0.0% | -2.7% | 0.146% | |
8/16/2024 | Creative Planning | 2,900 | $358K | 0.0% | +7.5% | 0.018% | |
8/13/2024 | Thrivent Financial for Lutherans | 13,844 | $1.71M | 0.0% | -6.8% | 0.084% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 12,435 | $1.53M | 0.0% | -1.9% | 0.076% | |
8/12/2024 | Beck Bode LLC | 14,898 | $1.84M | 0.4% | -32.3% | 0.091% | |
8/12/2024 | Purus Wealth Management LLC | 3,066 | $378K | 0.2% | +6.1% | 0.019% | |
8/10/2024 | Frisch Financial Group Inc. | 67,650 | $8.34M | 2.5% | -2.6% | 0.411% | |
8/9/2024 | Moors & Cabot Inc. | 6,011 | $741K | 0.0% | N/A | 0.037% | |
8/9/2024 | Renaissance Technologies LLC | 12,500 | $1.54M | 0.0% | -18.8% | 0.076% | |
8/8/2024 | Envestnet Asset Management Inc. | 217,152 | $26.77M | 0.0% | -2.6% | 1.320% | |
8/8/2024 | Luken Investment Analytics LLC | 4,704 | $580K | 0.3% | -46.0% | 0.029% | |
8/8/2024 | New England Private Wealth Advisors LLC | 76,558 | $9.44M | 1.6% | -2.0% | 0.465% | |
8/8/2024 | LPL Financial LLC | 869,341 | $107.18M | 0.1% | -2.3% | 5.285% | |
8/7/2024 | Sachetta LLC | 10,449 | $1.26M | 0.5% | -27.5% | 0.064% | |
8/7/2024 | Bright Futures Wealth Management LLC. | 6,543 | $766K | 0.4% | -27.4% | 0.040% | |
8/7/2024 | Choreo LLC | 36,362 | $4.48M | 0.1% | +176.2% | 0.221% | |
8/7/2024 | Total Investment Management Inc. | 1,669 | $206K | 0.0% | -50.6% | 0.010% | |
8/6/2024 | Ausdal Financial Partners Inc. | 30,252 | $3.73M | 0.4% | -11.1% | 0.184% | |
8/5/2024 | Private Advisor Group LLC | 47,075 | $5.80M | 0.0% | -55.7% | 0.286% | |
8/3/2024 | Crumly & Associates Inc. | 133,986 | $16.52M | 4.8% | +3.0% | 0.815% | |
8/2/2024 | Larson Financial Group LLC | 408 | $50K | 0.0% | -17.9% | 0.002% | |
8/2/2024 | Foundations Investment Advisors LLC | 12,719 | $1.57M | 0.0% | -7.6% | 0.077% | |
8/2/2024 | Cozad Asset Management Inc. | 25,755 | $3.18M | 0.3% | +1.1% | 0.155% | |
8/2/2024 | Founders Financial Securities LLC | 2,121 | $262K | 0.0% | N/A | 0.013% | |
7/31/2024 | Essex Financial Services Inc. | 2,780 | $343K | 0.0% | -5.2% | 0.017% | |
7/31/2024 | Commonwealth Equity Services LLC | 284,296 | $35.05M | 0.1% | -10.4% | 1.713% | |
7/30/2024 | International Assets Investment Management LLC | 11,618 | $1.43M | 0.1% | +2.0% | 0.070% | |
7/30/2024 | Signaturefd LLC | 451 | $56K | 0.0% | +59.9% | 0.003% | |
7/29/2024 | AIFG Consultants Ltd. | 98,283 | $12.12M | 9.0% | -9.9% | 0.592% | |
7/29/2024 | Kraft Davis & Associates LLC | 9,836 | $1.19M | 0.4% | +323.4% | 0.059% | |
7/29/2024 | Ameritas Advisory Services LLC | 2,230 | $275K | 0.0% | -91.2% | 0.013% | |
7/29/2024 | Arkadios Wealth Advisors | 3,892 | $480K | 0.0% | -22.1% | 0.023% | |
7/27/2024 | Strategic Blueprint LLC | 80,348 | $9.91M | 0.7% | +4.4% | 0.484% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 11,937 | $1.47M | 0.5% | -53.4% | 0.072% | |
7/26/2024 | Harbour Investments Inc. | 22,178 | $2.73M | 0.1% | +8.4% | 0.134% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 117,643 | $14.50M | 0.1% | -16.8% | 0.709% | |
7/25/2024 | POM Investment Strategies LLC | 40,338 | $4.97M | 4.0% | -4.4% | 0.243% | |
7/25/2024 | Clear Creek Financial Management LLC | 17,451 | $2.15M | 0.3% | +3.9% | 0.105% | |
7/25/2024 | Washburn Capital Management Inc. | 2,589 | $319K | 0.2% | -14.1% | 0.016% | |
7/24/2024 | Premier Path Wealth Partners LLC | 3,074 | $379K | 0.1% | N/A | 0.019% | |
7/24/2024 | Secure Asset Management LLC | 12,533 | $1.55M | 0.3% | -0.9% | 0.076% | |
7/23/2024 | Richard W. Paul & Associates LLC | 14,415 | $1.78M | 0.7% | -32.4% | 0.087% | |
7/22/2024 | Atria Wealth Solutions Inc. | 11,778 | $1.45M | 0.0% | -4.0% | 0.071% | |
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7/20/2024 | Raymond James Financial Services Advisors Inc. | 204,228 | $25.18M | 0.0% | -12.6% | 1.230% | |
7/19/2024 | Garrett Wealth Advisory Group LLC | 99,489 | $12.27M | 4.5% | +0.4% | 0.599% | |
7/19/2024 | Raymond James & Associates | 782,719 | $96.50M | 0.1% | +10.1% | 4.715% | |
7/19/2024 | Davis Investment Partners LLC | 43,990 | $5.55M | 2.3% | +2.2% | 0.265% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 2,271 | $280K | 0.0% | -13.4% | 0.014% | |
7/16/2024 | ORG Partners LLC | 286 | $35K | 0.0% | N/A | 0.002% | |
7/16/2024 | Great Valley Advisor Group Inc. | 3,545 | $437K | 0.0% | +4.9% | 0.021% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,970 | $983K | 0.0% | -1.1% | 0.048% | |
7/16/2024 | Burke & Herbert Bank & Trust Co. | 14,328 | $1.77M | 0.4% | N/A | 0.086% | |
7/15/2024 | Park National Corp OH | 3,148 | $388K | 0.0% | N/A | 0.019% | |