11/1/2024 | Atria Investments Inc | 108,553 | $2.55M | 0.0% | +0.4% | 0.639% | |
10/28/2024 | Principal Securities Inc. | 282,114 | $6.61M | 0.2% | +49.7% | 1.659% | |
10/25/2024 | Andina Capital Management LLC | 54,424 | $1.28M | 1.0% | +13.1% | 0.320% | |
10/24/2024 | Family Investment Center Inc. | 8,768 | $206K | 0.1% | N/A | 0.052% | |
10/24/2024 | Astor Investment Management LLC | 343,987 | $8.07M | 3.9% | -5.5% | 2.023% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 16,163 | $379K | 0.0% | +25.7% | 0.095% | |
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10/23/2024 | Legacy Capital Group California Inc. | 90,984 | $2.13M | 0.7% | +3.9% | 0.535% | |
10/22/2024 | Private Advisor Group LLC | 1,088,373 | $25.52M | 0.2% | +5.1% | 6.402% | |
10/22/2024 | CPA Asset Management LLC | 12,884 | $302K | 0.1% | -33.3% | 0.076% | |
10/19/2024 | Narus Financial Partners LLC | 41,807 | $980K | 0.4% | -33.9% | 0.246% | |
10/19/2024 | Stegent Equity Advisors Inc. | 116,903 | $2.74M | 3.0% | -27.7% | 0.688% | |
10/19/2024 | New Century Financial Group LLC | 13,735 | $322K | 0.1% | N/A | 0.081% | |
10/18/2024 | Accurate Wealth Management LLC | 74,109 | $1.74M | 0.3% | +54.8% | 0.436% | |
10/17/2024 | Inspire Advisors LLC | 46,413 | $1.09M | 0.1% | N/A | 0.273% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 27,039 | $634K | 0.1% | +64.4% | 0.159% | |
10/7/2024 | Richard P Slaughter Associates Inc | 14,923 | $350K | 0.1% | -97.5% | 0.088% | |
10/2/2024 | Mid American Wealth Advisory Group Inc. | 64,623 | $1.52M | 1.0% | +68.6% | 0.380% | |
8/21/2024 | Truist Financial Corp | 128,878 | $3.13M | 0.0% | +2.0% | 0.758% | |
8/13/2024 | AE Wealth Management LLC | 126,061 | $3.06M | 0.0% | +66.0% | 0.742% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 82,657 | $2.01M | 0.3% | +13.5% | 0.486% | |
8/9/2024 | WealthPLAN Partners LLC | 382,193 | $9.29M | 1.0% | -0.6% | 2.248% | |
8/9/2024 | Citizens Financial Group Inc. RI | 91,145 | $2.22M | 0.0% | +2.0% | 0.536% | |
8/8/2024 | Envestnet Asset Management Inc. | 473,214 | $11.50M | 0.0% | +3.6% | 2.784% | |
8/7/2024 | Seaview Investment Managers LLC | 38,998 | $948K | 0.3% | N/A | 0.229% | |
8/5/2024 | Private Advisor Group LLC | 1,035,197 | $25.16M | 0.2% | +21.2% | 6.089% | |
8/2/2024 | Fortis Capital Advisors LLC | 12,098 | $294K | 0.1% | -50.1% | 0.071% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 17,648 | $429K | 0.1% | N/A | 0.104% | |
8/1/2024 | Stegent Equity Advisors Inc. | 161,621 | $3.93M | 4.1% | +1,270.9% | 0.951% | |
7/31/2024 | Commonwealth Equity Services LLC | 24,552 | $597K | 0.0% | N/A | 0.144% | |
7/27/2024 | Encompass More Asset Management | 45,101 | $1.10M | 0.8% | +8.7% | 0.265% | |
7/26/2024 | Bank of New York Mellon Corp | 11,429 | $278K | 0.0% | -5.3% | 0.067% | |
7/22/2024 | Legacy Capital Group California Inc. | 87,578 | $2.13M | 0.8% | -2.4% | 0.515% | |
7/19/2024 | SFG Wealth Management LLC. | 20,988 | $510K | 0.3% | N/A | 0.123% | |
7/17/2024 | Narus Financial Partners LLC | 63,236 | $1.54M | 0.6% | +25.6% | 0.372% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 16,446 | $400K | 0.1% | N/A | 0.097% | |
7/16/2024 | Andina Capital Management LLC | 48,120 | $1.17M | 0.9% | +114.9% | 0.283% | |
7/12/2024 | Peak Financial Advisors LLC | 256,871 | $6.24M | 3.6% | +24.2% | 1.511% | |
7/11/2024 | CPA Asset Management LLC | 19,327 | $470K | 0.3% | +52.4% | 0.114% | |
7/10/2024 | Fortitude Family Office LLC | 4,964 | $121K | 0.1% | -57.2% | 0.029% | |
7/10/2024 | Richard P Slaughter Associates Inc | 607,789 | $14.77M | 3.5% | +6.1% | 3.575% | |
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7/10/2024 | Mid American Wealth Advisory Group Inc. | 38,329 | $931K | 0.6% | +91.3% | 0.225% | |
5/23/2024 | ARQ Wealth Advisors LLC | 212,283 | $5.18M | 2.2% | N/A | 1.249% | |
5/21/2024 | Atria Investments Inc | 107,222 | $2.62M | 0.0% | +1.6% | 0.631% | |
5/17/2024 | Citizens Financial Group Inc. RI | 89,371 | $2.18M | 0.1% | +28.2% | 0.526% | |
5/17/2024 | WealthPlan Investment Management LLC | 658,900 | $16.08M | 2.5% | N/A | 3.876% | |
5/14/2024 | JT Stratford LLC | 176,136 | $4.30M | 0.9% | N/A | 1.036% | |
5/14/2024 | CreativeOne Wealth LLC | 60,494 | $1.48M | 0.1% | +494.4% | 0.356% | |
5/9/2024 | Orion Portfolio Solutions LLC | 126,175 | $3.08M | 0.0% | -4.6% | 0.742% | |
5/9/2024 | Fortis Capital Advisors LLC | 24,257 | $592K | 0.2% | N/A | 0.143% | |
5/8/2024 | Legacy Capital Group California Inc. | 89,688 | $2.19M | 0.8% | -1.2% | 0.545% | |
5/7/2024 | WealthPLAN Partners LLC | 384,550 | $9.38M | 1.0% | N/A | 2.338% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 23,493 | $573K | 0.1% | N/A | 0.143% | |
5/1/2024 | Stegent Equity Advisors Inc. | 11,789 | $288K | 0.3% | N/A | 0.072% | |
4/30/2024 | Private Advisor Group LLC | 853,908 | $20.84M | 0.1% | +16.5% | 5.191% | |
4/30/2024 | Astor Investment Management LLC | 416,060 | $10.15M | 4.0% | -2.4% | 2.529% | |
4/22/2024 | Outlook Wealth Advisors LLC | 8,286 | $202K | 0.1% | -63.0% | 0.050% | |
4/18/2024 | Narus Financial Partners LLC | 50,355 | $1.23M | 0.5% | +3.1% | 2.845% | |
4/18/2024 | AlphaMark Advisors LLC | 16,298 | $398K | 0.1% | -8.3% | 0.921% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 58,543 | $1.43M | 0.0% | +13.2% | 3.308% | |
4/15/2024 | Elevated Capital Advisors LLC | 28,255 | $689K | 0.2% | -22.0% | 1.596% | |
4/12/2024 | Peak Financial Advisors LLC | 206,753 | $5.05M | 3.1% | -54.8% | 11.681% | |
4/11/2024 | Fortitude Family Office LLC | 11,603 | $283K | 0.2% | +136.5% | 0.656% | |
4/9/2024 | Richard P Slaughter Associates Inc | 572,627 | $13.97M | 3.3% | +6,882.4% | 32.352% | |
4/9/2024 | Mather Group LLC. | 1,315 | $32K | 0.0% | N/A | 0.074% | |
4/8/2024 | Mid American Wealth Advisory Group Inc. | 20,040 | $489K | 0.3% | N/A | 1.132% | |
2/21/2024 | Raleigh Capital Management Inc. | 8,096 | $199K | 0.1% | N/A | 0.457% | |
2/9/2024 | Advisory Services Network LLC | 12,020 | $295K | 0.0% | N/A | 0.679% | |
2/9/2024 | Orion Portfolio Solutions LLC | 132,238 | $3.25M | 0.0% | N/A | 7.471% | |
2/9/2024 | BlackDiamond Wealth Management LLC | 111,821 | $2.74M | 2.0% | +62.6% | 6.318% | |
2/9/2024 | CreativeOne Wealth LLC | 10,178 | $250K | 0.0% | N/A | 0.575% | |
2/9/2024 | Wells Fargo & Company MN | 787,261 | $19.34M | 0.0% | N/A | 44.478% | |
2/8/2024 | Legacy Capital Group California Inc. | 90,794 | $2.23M | 0.9% | N/A | 5.130% | |
2/7/2024 | Principal Securities Inc. | 17,916 | $440K | 0.0% | N/A | 1.012% | |
2/6/2024 | Private Advisor Group LLC | 732,944 | $18.00M | 0.1% | N/A | 41.409% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 51,732 | $1.27M | 0.1% | N/A | 2.923% | |
2/6/2024 | Axxcess Wealth Management LLC | 10,954 | $269K | 0.0% | N/A | 0.619% | |
2/6/2024 | SRS Capital Advisors Inc. | 32,996 | $810K | 0.1% | +46.0% | 1.864% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 54,452 | $1.34M | 0.2% | +100.6% | 3.076% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 18,190 | $447K | 0.1% | N/A | 1.028% | |
2/2/2024 | Citizens Financial Group Inc. RI | 69,685 | $1.71M | 0.1% | +44.2% | 3.937% | |
2/2/2024 | Truist Financial Corp | 128,409 | $3.15M | 0.0% | +0.9% | 7.255% | |
1/30/2024 | Prosperity Wealth Management Inc. | 76,081 | $1.87M | 1.2% | N/A | 4.298% | |
1/30/2024 | Astor Investment Management LLC | 426,297 | $10.47M | 4.0% | N/A | 24.085% | |
1/29/2024 | Outlook Wealth Advisors LLC | 22,379 | $550K | 0.2% | N/A | 1.264% | |
1/25/2024 | Narus Financial Partners LLC | 48,835 | $1.20M | 0.6% | N/A | 2.759% | |
1/19/2024 | AlphaMark Advisors LLC | 17,773 | $436K | 0.2% | +110.3% | 1.004% | |
1/17/2024 | New Millennium Group LLC | 1,349 | $33K | 0.0% | N/A | 0.076% | |
1/16/2024 | 3EDGE Asset Management LP | 126,358 | $3.10M | 0.2% | -41.2% | 7.139% | |
1/12/2024 | Fortitude Family Office LLC | 4,906 | $120K | 0.1% | N/A | 0.277% | |
1/11/2024 | Worth Asset Management LLC | 32,497 | $798K | 0.6% | -56.6% | 1.836% | |
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1/10/2024 | Peak Financial Advisors LLC | 457,094 | $11.23M | 7.5% | -6.1% | 25.825% | |
1/9/2024 | Elevated Capital Advisors LLC | 36,228 | $890K | 0.3% | N/A | 2.047% | |
1/8/2024 | Richard P Slaughter Associates Inc | 8,201 | $201K | 0.0% | N/A | 0.463% | |
11/15/2023 | SRS Capital Advisors Inc. | 22,602 | $562K | 0.1% | N/A | 1.277% | |
11/13/2023 | Wright Fund Management LLC | 31,200 | $776K | 0.0% | N/A | 1.763% | |
11/13/2023 | Citizens Financial Group Inc. RI | 48,340 | $1.20M | 0.0% | N/A | 2.731% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 27,150 | $675K | 0.1% | N/A | 1.534% | |
10/31/2023 | AlphaMark Advisors LLC | 8,451 | $210K | 0.1% | N/A | 0.477% | |
10/16/2023 | 3EDGE Asset Management LP | 214,926 | $5.36M | 0.4% | N/A | 12.143% | |
10/11/2023 | Worth Asset Management LLC | 74,861 | $1.86M | 1.5% | N/A | 4.229% | |