11/5/2024 | Fountainhead AM LLC | 8,227 | $401K | 0.1% | +15.5% | 0.046% | |
10/30/2024 | Rational Advisors LLC | 8,012 | $391K | 0.0% | N/A | 0.045% | |
10/29/2024 | Clear Creek Financial Management LLC | 5,133 | $250K | 0.0% | -3.9% | 0.029% | |
10/29/2024 | Realta Investment Advisors | 11,757 | $594K | 0.3% | +11,657.0% | 0.065% | |
10/28/2024 | Petra Financial Advisors Inc. | 11,266 | $549K | 0.4% | +71.2% | 0.063% | |
10/25/2024 | Gimbal Financial | 75,444 | $3.75M | 2.4% | N/A | 0.419% | |
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10/24/2024 | Ellis Investment Partners LLC | 14,706 | $717K | 0.1% | -4.0% | 0.082% | |
10/24/2024 | Arkadios Wealth Advisors | 11,292 | $550K | 0.0% | +37.6% | 0.063% | |
10/22/2024 | Private Advisor Group LLC | 9,156 | $446K | 0.0% | -66.5% | 0.051% | |
10/22/2024 | Warner Financial Inc. | 8,596 | $419K | 0.2% | +6.8% | 0.048% | |
10/18/2024 | Crosspoint Financial LLC | 48,130 | $2.35M | 8.1% | -0.6% | 0.267% | |
10/16/2024 | Buffington Mohr McNeal | 24,918 | $1.22M | 0.2% | -1.2% | 0.138% | |
10/11/2024 | Creative Planning | 21,592 | $1.05M | 0.0% | -8.6% | 0.120% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 54,385 | $2.64M | 0.6% | N/A | 0.302% | |
10/8/2024 | CWM LLC | 12,290 | $599K | 0.0% | +1.9% | 0.068% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,236 | $304K | 0.0% | +7.7% | 0.035% | |
10/8/2024 | Future Financial Wealth Managment LLC | 35,872 | $1.75M | 1.2% | +9.3% | 0.199% | |
10/8/2024 | Aprio Wealth Management LLC | 43,719 | $2.13M | 0.3% | N/A | 0.243% | |
9/23/2024 | Centaurus Financial Inc. | 9,348 | $430K | 0.0% | +80.2% | 0.052% | |
9/20/2024 | Anchor Investment Management LLC | 1,701 | $78K | 0.0% | +41.8% | 0.009% | |
8/22/2024 | Cetera Investment Advisers | 26,359 | $1.21M | 0.0% | -1.4% | 0.146% | |
8/21/2024 | Truist Financial Corp | 9,735 | $447K | 0.0% | -4.9% | 0.054% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 13,757 | $632K | 0.0% | N/A | 0.076% | |
8/16/2024 | Sunbelt Securities Inc. | 3,230 | $148K | 0.0% | -9.2% | 0.018% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 7,829 | $360K | 0.0% | +23.3% | 0.043% | |
8/16/2024 | Northeast Financial Consultants Inc | 25,400 | $1.17M | 0.1% | -5.3% | 0.141% | |
8/16/2024 | Creative Planning | 23,616 | $1.09M | 0.0% | +5.1% | 0.131% | |
8/15/2024 | Mackenzie Financial Corp | 12,190 | $560K | 0.0% | -35.0% | 0.068% | |
8/14/2024 | Marshall Wace LLP | 8,980 | $413K | 0.0% | N/A | 0.050% | |
8/14/2024 | Bank of Montreal Can | 45,687 | $2.11M | 0.0% | +7.1% | 0.254% | |
8/12/2024 | Mark Sheptoff Financial Planning LLC | 28,541 | $1.31M | 0.7% | -6.1% | 0.159% | |
8/12/2024 | WCG Wealth Advisors LLC | 22,155 | $1.02M | 0.1% | +9.6% | 0.123% | |
8/8/2024 | Oppenheimer Asset Management Inc. | 142,965 | $6.57M | 0.1% | +9.4% | 0.794% | |
8/8/2024 | Nelson Capital Management LLC | 71,831 | $3.30M | 0.6% | +10.2% | 0.399% | |
8/5/2024 | Private Advisor Group LLC | 27,299 | $1.25M | 0.0% | +51.7% | 0.152% | |
8/2/2024 | Cora Capital Advisors LLC | 24,802 | $1.14M | 0.6% | +6.5% | 0.138% | |
8/1/2024 | Consolidated Portfolio Review Corp | 5,779 | $266K | 0.1% | +12.4% | 0.032% | |
8/1/2024 | SeaBridge Investment Advisors LLC | 12,726 | $585K | 0.2% | +6.8% | 0.071% | |
7/31/2024 | Farther Finance Advisors LLC | 6,425 | $295K | 0.0% | +96.9% | 0.036% | |
7/31/2024 | Spire Wealth Management | 26,721 | $1.23M | 0.0% | +580.3% | 0.148% | |
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7/31/2024 | Commonwealth Equity Services LLC | 157,362 | $7.23M | 0.0% | +6.4% | 0.874% | |
7/31/2024 | IFG Advisory LLC | 5,574 | $256K | 0.0% | N/A | 0.031% | |
7/30/2024 | International Assets Investment Management LLC | 4,170 | $192K | 0.0% | N/A | 0.023% | |
7/29/2024 | Arkadios Wealth Advisors | 8,204 | $377K | 0.0% | N/A | 0.046% | |
7/26/2024 | Crosspoint Financial LLC | 48,430 | $2.23M | 9.1% | +11.3% | 0.269% | |
7/25/2024 | Clear Creek Financial Management LLC | 5,343 | $246K | 0.0% | -10.9% | 0.030% | |
7/24/2024 | Gilliland Jeter Wealth Management LLC | 862 | $40K | 0.0% | -33.4% | 0.005% | |
7/23/2024 | Koa Wealth Management LLC | 20,033 | $921K | 0.8% | -1.6% | 0.111% | |
7/23/2024 | Crescent Grove Advisors LLC | 32,134 | $1.48M | 0.2% | +3.0% | 0.179% | |
7/20/2024 | First Horizon Advisors Inc. | 876 | $40K | 0.0% | N/A | 0.005% | |
7/19/2024 | Petra Financial Advisors Inc. | 6,580 | $302K | 0.2% | +22.2% | 0.037% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 4,407 | $202K | 0.0% | +115.2% | 0.024% | |
7/10/2024 | CWM LLC | 12,057 | $554K | 0.0% | -8.8% | 0.067% | |
5/16/2024 | Sugar Maple Asset Management LLC | 23,612 | $1.11M | 1.1% | N/A | 0.131% | |
5/9/2024 | SageView Advisory Group LLC | 20,714 | $944K | 0.0% | N/A | 0.115% | |
5/7/2024 | Nelson Capital Management LLC | 65,189 | $3.05M | 0.6% | N/A | 0.362% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 130,731 | $6.13M | 0.1% | -10.2% | 0.726% | |
5/2/2024 | Lincoln National Corp | 75,373 | $3.53M | 0.1% | +5.2% | 0.419% | |
5/2/2024 | BNP Paribas | 8,812 | $413K | 0.0% | N/A | 0.049% | |
5/1/2024 | Retirement Group LLC | 850 | $40K | 0.0% | +88.9% | 0.005% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 11,915 | $558K | 0.1% | +43.0% | 0.066% | |
4/30/2024 | Private Advisor Group LLC | 17,996 | $843K | 0.0% | N/A | 0.100% | |
4/30/2024 | Consolidated Portfolio Review Corp | 5,142 | $241K | 0.1% | -41.4% | 0.029% | |
4/30/2024 | Naples Global Advisors LLC | 9,690 | $454K | 0.0% | -4.2% | 0.054% | |
4/29/2024 | Commonwealth Equity Services LLC | 147,853 | $6.93M | 0.0% | +5.3% | 0.817% | |
4/29/2024 | Sierra Capital LLC | 54,913 | $2.57M | 0.3% | -53.1% | 0.303% | |
4/29/2024 | Crescent Grove Advisors LLC | 31,207 | $1.46M | 0.2% | +6.3% | 0.172% | |
4/26/2024 | Clear Creek Financial Management LLC | 5,995 | $281K | 0.0% | -8.1% | 0.033% | |
4/24/2024 | Spire Wealth Management | 3,928 | $184K | 0.0% | -81.9% | 0.022% | |
4/24/2024 | Financial Freedom LLC | 3,068 | $144K | 0.1% | -14.1% | 0.017% | |
4/23/2024 | Global Retirement Partners LLC | 14,058 | $659K | 0.0% | +1,122.4% | 0.078% | |
4/23/2024 | Warner Financial Inc. | 8,778 | $411K | 0.2% | +70.5% | 0.048% | |
4/23/2024 | Petra Financial Advisors Inc. | 5,384 | $252K | 0.2% | N/A | 0.030% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 77,278 | $3.62M | 0.0% | +193.7% | 0.427% | |
4/22/2024 | PFG Investments LLC | 9,734 | $456K | 0.0% | N/A | 0.054% | |
4/18/2024 | Buffington Mohr McNeal | 25,218 | $1.18M | 0.2% | +3.5% | 0.139% | |
4/18/2024 | Woodmont Investment Counsel LLC | 3,300 | $155K | 0.0% | N/A | 0.018% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 31,220 | $1.46M | 0.0% | +28.4% | 0.172% | |
4/15/2024 | Sunbelt Securities Inc. | 3,558 | $167K | 0.0% | -30.7% | 0.020% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 7,413 | $337K | 0.0% | N/A | 0.047% | |
2/14/2024 | Northwest Wealth Management LLC | 4,451 | $202K | 0.1% | N/A | 0.028% | |
2/14/2024 | Visionary Wealth Advisors | 17,457 | $793K | 0.1% | -8.7% | 0.112% | |
2/14/2024 | Retirement Capital Strategies | 78,990 | $3.59M | 1.6% | +0.4% | 0.505% | |
2/14/2024 | Valley Financial Group Inc. | 8,419 | $382K | 0.3% | N/A | 0.054% | |
2/13/2024 | FinTrust Capital Advisors LLC | 1,500 | $68K | 0.0% | N/A | 0.010% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 25,614 | $1.16M | 0.0% | -60.8% | 0.164% | |
2/9/2024 | Mark Sheptoff Financial Planning LLC | 30,302 | $1.38M | 0.8% | +4.3% | 0.194% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 6,591 | $299K | 0.0% | -17.5% | 0.042% | |
2/9/2024 | UBS Group AG | 320,639 | $14.57M | 0.0% | +3.7% | 2.049% | |
2/8/2024 | Foundations Investment Advisors LLC | 18,540 | $871K | 0.0% | N/A | 0.118% | |
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2/7/2024 | Crosspoint Financial LLC | 40,857 | $1.86M | 18.4% | +8.1% | 0.261% | |
2/7/2024 | Wharton Business Group LLC | 202,015 | $9.18M | 0.5% | +1.0% | 1.291% | |
2/7/2024 | Principal Securities Inc. | 5,407 | $246K | 0.0% | N/A | 0.035% | |
2/6/2024 | Lincoln National Corp | 71,666 | $3.26M | 0.1% | +1.2% | 0.458% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 24,306 | $1.10M | 0.0% | +17.8% | 0.155% | |
2/6/2024 | Spire Wealth Management | 21,715 | $999K | 0.0% | +5.6% | 0.139% | |
2/6/2024 | Connecticut Wealth Management LLC | 5,151 | $234K | 0.0% | N/A | 0.033% | |
2/6/2024 | Alterna Wealth Management Inc. | 11,292 | $513K | 0.6% | -8.3% | 0.072% | |
2/6/2024 | Solutions 4 Wealth Ltd | 21,938 | $997K | 3.3% | N/A | 0.140% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 924 | $42K | 0.0% | -46.4% | 0.006% | |