11/18/2024 | Sunbelt Securities Inc. | 8,868 | $292K | 0.0% | -5.7% | 0.135% | |
11/15/2024 | SageView Advisory Group LLC | 10,063 | $332K | 0.0% | -54.3% | 0.153% | |
11/15/2024 | HighTower Advisors LLC | 100,110 | $3.30M | 0.0% | -41.7% | 1.521% | |
11/15/2024 | Ascent Group LLC | 10,783 | $356K | 0.0% | +12.5% | 0.164% | |
11/15/2024 | Benjamin Edwards Inc. | 39,186 | $1.29M | 0.0% | N/A | 0.596% | |
11/1/2024 | Corrado Advisors LLC | 58,213 | $1.92M | 1.2% | -2.0% | 0.885% | |
|
10/31/2024 | Global Strategic Investment Solutions LLC | 114,751 | $3.78M | 0.4% | -32.2% | 1.744% | |
10/25/2024 | Strategic Blueprint LLC | 30,169 | $995K | 0.1% | +18.1% | 0.458% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 37,941 | $1.25M | 0.0% | -1.1% | 0.577% | |
10/23/2024 | Allworth Financial LP | 118,025 | $3.89M | 0.0% | +114,487.4% | 1.794% | |
10/22/2024 | Chris Bulman Inc | 37,706 | $1.24M | 0.8% | -3.6% | 0.573% | |
10/19/2024 | Compass Ion Advisors LLC | 6,912 | $228K | 0.0% | N/A | 0.105% | |
10/11/2024 | Paladin Wealth LLC | 9,442 | $311K | 0.3% | N/A | 0.143% | |
10/8/2024 | Brookstone Capital Management | 22,057 | $727K | 0.0% | N/A | 0.335% | |
10/8/2024 | Cardinal Point Capital Management ULC | 6,100 | $201K | 0.0% | N/A | 0.093% | |
10/7/2024 | Cypress Financial Planning LLC | 6,132 | $202K | 0.1% | N/A | 0.093% | |
9/30/2024 | Mattson Financial Services LLC | 4,412 | $139K | 0.0% | N/A | 0.067% | |
8/30/2024 | Brown Financial Advisors | 7,310 | $230K | 0.1% | N/A | 0.111% | |
8/22/2024 | Cetera Investment Advisers | 51,905 | $1.63M | 0.0% | -8.8% | 0.789% | |
8/21/2024 | Truist Financial Corp | 15,560 | $489K | 0.0% | +88.7% | 0.236% | |
8/20/2024 | HFG Wealth Management LLC | 146,808 | $4.61M | 2.9% | -8.5% | 2.231% | |
8/16/2024 | NewEdge Advisors LLC | 31,050 | $975K | 0.0% | -6.8% | 0.472% | |
8/16/2024 | Ascent Group LLC | 9,585 | $301K | 0.0% | N/A | 0.146% | |
8/16/2024 | Long Island Wealth Management Inc. | 212,185 | $6.67M | 4.7% | +2.3% | 3.225% | |
8/14/2024 | EverSource Wealth Advisors LLC | 2,077 | $66K | 0.0% | -25.5% | 0.032% | |
8/12/2024 | Blair William & Co. IL | 265,508 | $8.34M | 0.0% | -3.3% | 4.035% | |
8/8/2024 | CoreCap Advisors LLC | 9,712 | $305K | 0.0% | N/A | 0.148% | |
8/6/2024 | Chris Bulman Inc | 39,125 | $1.23M | 0.8% | N/A | 0.595% | |
7/31/2024 | Commonwealth Equity Services LLC | 130,117 | $4.09M | 0.0% | -0.9% | 1.977% | |
7/31/2024 | BCGM Wealth Management LLC | 7,877 | $247K | 0.1% | -9.0% | 0.120% | |
7/27/2024 | Strategic Blueprint LLC | 25,546 | $802K | 0.1% | +6.1% | 0.388% | |
7/18/2024 | Gradient Investments LLC | 636,979 | $20.01M | 0.4% | +3.5% | 9.681% | |
7/18/2024 | Triad Wealth Partners LLC | 2,092 | $66K | 0.0% | N/A | 0.032% | |
7/17/2024 | AdvisorNet Financial Inc | 131,771 | $4.14M | 0.4% | -0.7% | 2.003% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 38,371 | $1.21M | 0.0% | +5.2% | 0.583% | |
7/16/2024 | BCS Wealth Management | 12,422 | $390K | 0.2% | -3.7% | 0.189% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 7,822 | $246K | 0.0% | -8.6% | 0.119% | |
7/11/2024 | Global Trust Asset Management LLC | 1,000 | $31K | 0.0% | N/A | 0.015% | |
7/1/2024 | Kathmere Capital Management LLC | 8,538 | $260K | 0.0% | +5.8% | 0.130% | |
6/28/2024 | HFG Wealth Management LLC | 160,506 | $5.02M | 3.0% | -21.9% | 2.439% | |
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6/11/2024 | EverSource Wealth Advisors LLC | 2,787 | $86K | 0.0% | N/A | 0.042% | |
5/24/2024 | Cetera Advisors LLC | 9,590 | $300K | 0.0% | N/A | 0.146% | |
5/24/2024 | Cetera Investment Advisers | 56,883 | $1.78M | 0.0% | +698.4% | 0.864% | |
5/17/2024 | Clear Point Advisors Inc. | 5,262 | $165K | 0.1% | +45.4% | 0.080% | |
5/16/2024 | WPWealth LLP | 47,530 | $1.49M | 0.4% | +5.1% | 0.722% | |
5/14/2024 | First Commonwealth Financial Corp PA | 19,223 | $601K | 0.2% | N/A | 0.292% | |
5/14/2024 | InterOcean Capital Group LLC | 19,141 | $599K | 0.0% | N/A | 0.291% | |
5/10/2024 | Alera Investment Advisors LLC | 57,862 | $1.81M | 0.2% | -2.2% | 0.879% | |
5/9/2024 | Corrado Advisors LLC | 61,072 | $1.91M | 1.3% | +13.2% | 0.928% | |
5/9/2024 | Blair William & Co. IL | 274,501 | $8.59M | 0.0% | +32.8% | 4.159% | |
5/9/2024 | SageView Advisory Group LLC | 125,342 | $3.92M | 0.2% | +464.6% | 1.899% | |
5/8/2024 | Avantax Advisory Services Inc. | 17,609 | $551K | 0.0% | +41.6% | 0.267% | |
5/7/2024 | PFG Advisors | 20,369 | $637K | 0.0% | +186.8% | 0.309% | |
5/1/2024 | Janney Montgomery Scott LLC | 151,297 | $4.73M | 0.0% | +1,331.4% | 2.292% | |
4/30/2024 | Macroview Investment Management LLC | 47,841 | $1.50M | 1.6% | -1.3% | 0.725% | |
4/29/2024 | Commonwealth Equity Services LLC | 131,326 | $4.11M | 0.0% | +42.4% | 1.990% | |
4/29/2024 | Castle Wealth Management LLC | 17,022 | $533K | 0.3% | +141.8% | 0.258% | |
4/23/2024 | Gradient Investments LLC | 615,452 | $19.25M | 0.4% | +141,709.2% | 9.325% | |
4/23/2024 | Strategic Blueprint LLC | 24,079 | $753K | 0.1% | +41.8% | 0.365% | |
4/22/2024 | Altfest L J & Co. Inc. | 382,636 | $11.97M | 1.7% | +3.3% | 5.798% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 74,232 | $2.32M | 0.1% | -22.7% | 1.447% | |
4/18/2024 | Miracle Mile Advisors LLC | 8,263 | $259K | 0.0% | -17.6% | 0.161% | |
4/16/2024 | Kathmere Capital Management LLC | 8,073 | $253K | 0.0% | -5.4% | 0.157% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 36,484 | $1.14M | 0.0% | -31.3% | 0.711% | |
4/15/2024 | Brookstone Capital Management | 12,860 | $402K | 0.0% | N/A | 0.251% | |
4/15/2024 | Sunbelt Securities Inc. | 9,545 | $299K | 0.0% | +259.1% | 0.186% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 37,257 | $1.17M | 0.5% | +0.9% | 0.726% | |
4/10/2024 | BCS Wealth Management | 12,895 | $403K | 0.1% | +66.2% | 0.251% | |
4/10/2024 | Lantz Financial LLC | 34,489 | $1.08M | 0.3% | +3.1% | 0.672% | |
3/6/2024 | SageView Advisory Group LLC | 22,201 | $672K | 0.0% | +28.6% | 0.433% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 9,650 | $293K | 0.0% | +14.6% | 0.188% | |
2/9/2024 | SageView Advisory Group LLC | 22,201 | $672K | 0.0% | +28.6% | 0.433% | |
2/7/2024 | Avantax Advisory Services Inc. | 12,439 | $378K | 0.0% | -59.6% | 0.242% | |
2/7/2024 | Principal Securities Inc. | 870 | $26K | 0.0% | N/A | 0.017% | |
2/7/2024 | Arlington Capital Management Inc. | 6,988 | $212K | 0.2% | N/A | 0.136% | |
2/6/2024 | Lincoln National Corp | 17,728 | $539K | 0.0% | +141.7% | 0.346% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 10,119 | $308K | 0.0% | -5.4% | 0.197% | |
2/1/2024 | Corrado Advisors LLC | 53,953 | $1.64M | 1.3% | -6.1% | 1.052% | |
1/31/2024 | Castle Wealth Management LLC | 7,040 | $214K | 0.1% | N/A | 0.137% | |
1/30/2024 | Macroview Investment Management LLC | 48,464 | $1.47M | 1.7% | -4.7% | 0.945% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 36,934 | $1.12M | 0.5% | -3.9% | 0.720% | |
1/29/2024 | Compass Advisory Group LLC | 339,522 | $10.32M | 4.9% | +297.1% | 6.618% | |
1/25/2024 | Strategic Blueprint LLC | 16,975 | $516K | 0.0% | -2.1% | 0.331% | |
1/24/2024 | Stratos Wealth Advisors LLC | 9,709 | $295K | 0.0% | -25.9% | 0.189% | |
1/23/2024 | Alera Investment Advisors LLC | 59,154 | $1.80M | 0.2% | +3.4% | 1.153% | |
1/23/2024 | My Personal CFO LLC | 60,150 | $1.83M | 1.2% | -1.6% | 1.173% | |
1/22/2024 | Miracle Mile Advisors LLC | 10,032 | $305K | 0.0% | -89.4% | 0.196% | |
1/19/2024 | AdvisorNet Financial Inc | 132,873 | $4.04M | 0.4% | -6.8% | 2.590% | |
1/19/2024 | PFG Advisors | 7,101 | $216K | 0.0% | N/A | 0.138% | |
1/18/2024 | Altfest L J & Co. Inc. | 370,281 | $11.26M | 1.6% | N/A | 7.218% | |
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1/12/2024 | Global Strategic Investment Solutions LLC | 187,298 | $5.69M | 0.7% | -44.4% | 3.651% | |
1/12/2024 | Lantz Financial LLC | 33,448 | $1.02M | 0.4% | -1.0% | 0.652% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 96,011 | $2.92M | 0.1% | -8.4% | 1.872% | |
1/11/2024 | BCS Wealth Management | 7,761 | $236K | 0.1% | -5.6% | 0.151% | |
1/8/2024 | Gill Capital Partners LLC | 7,471 | $227K | 0.1% | -30.0% | 0.146% | |
11/16/2023 | Belpointe Asset Management LLC | 7,858 | $219K | 0.0% | -12.6% | 0.153% | |
11/13/2023 | Kestra Advisory Services LLC | 11,646 | $324K | 0.0% | -10.6% | 0.227% | |
11/9/2023 | Blair William & Co. IL | 213,942 | $5.96M | 0.0% | +4.6% | 4.170% | |
11/8/2023 | HighTower Advisors LLC | 189,440 | $5.28M | 0.0% | -1.0% | 3.693% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,390 | $373K | 0.0% | -14.4% | 0.261% | |