11/15/2024 | 3Chopt Investment Partners LLC | 22,238 | $1.43M | 0.5% | +18.6% | 0.116% | |
11/15/2024 | MML Investors Services LLC | 76,842 | $4.92M | 0.0% | +53.3% | 0.402% | |
11/15/2024 | Stifel Financial Corp | 169,063 | $10.83M | 0.0% | +4.9% | 0.885% | |
11/15/2024 | IHT Wealth Management LLC | 15,815 | $1.05M | 0.0% | +7.0% | 0.083% | |
11/15/2024 | Integrated Wealth Concepts LLC | 101,619 | $6.51M | 0.1% | -6.3% | 0.532% | |
11/15/2024 | HighTower Advisors LLC | 52,972 | $3.40M | 0.0% | +1.8% | 0.277% | |
|
11/15/2024 | Benjamin Edwards Inc. | 23,802 | $1.53M | 0.0% | N/A | 0.125% | |
11/14/2024 | Captrust Financial Advisors | 89,255 | $5.72M | 0.0% | -14.2% | 0.467% | |
11/14/2024 | CreativeOne Wealth LLC | 38,249 | $2.45M | 0.1% | +47.0% | 0.200% | |
11/13/2024 | D.A. Davidson & CO. | 29,425 | $1.89M | 0.0% | +1.5% | 0.154% | |
11/12/2024 | Kingsview Wealth Management LLC | 5,629 | $361K | 0.0% | -4.9% | 0.029% | |
11/12/2024 | Nwam LLC | 6,054 | $388K | 0.0% | N/A | 0.032% | |
11/9/2024 | LPL Financial LLC | 2,594,688 | $166.24M | 0.1% | +2.8% | 13.585% | |
11/8/2024 | Avior Wealth Management LLC | 966,128 | $61.89M | 2.5% | +8.2% | 5.058% | |
11/8/2024 | PNC Financial Services Group Inc. | 62,141 | $3.98M | 0.0% | +171.6% | 0.325% | |
11/7/2024 | Sugar Maple Asset Management LLC | 15,456 | $990K | 0.9% | -1.6% | 0.081% | |
11/7/2024 | Ritter Daniher Financial Advisory LLC DE | 239,803 | $15.36M | 4.5% | +12.8% | 1.256% | |
11/6/2024 | Unionview LLC | 131,100 | $8.40M | 6.5% | +3.0% | 0.686% | |
11/5/2024 | Harbour Investments Inc. | 36,478 | $2.34M | 0.1% | +37.9% | 0.191% | |
11/4/2024 | Weil Company Inc. | 15,005 | $961K | 0.3% | +21.9% | 0.079% | |
11/4/2024 | Tyler Stone Wealth Management | 159,193 | $10.20M | 1.9% | +149.0% | 0.833% | |
11/1/2024 | Crumly & Associates Inc. | 175,245 | $11.23M | 3.1% | -23.0% | 0.918% | |
10/31/2024 | GGM Financials LLC | 79,753 | $5.11M | 4.4% | -0.3% | 0.418% | |
10/31/2024 | LGT Financial Advisors LLC | 1,151 | $74K | 0.2% | +53.9% | 0.006% | |
10/31/2024 | Concurrent Investment Advisors LLC | 3,325 | $213K | 0.0% | N/A | 0.017% | |
10/30/2024 | FSM Wealth Advisors LLC | 330,597 | $21.18M | 5.6% | +12.2% | 1.731% | |
10/29/2024 | Nvwm LLC | 8,003 | $513K | 0.1% | +100.1% | 0.042% | |
10/29/2024 | Janney Montgomery Scott LLC | 1,179,565 | $75.58M | 0.2% | +23.4% | 6.176% | |
10/29/2024 | Farther Finance Advisors LLC | 9,752 | $625K | 0.0% | +45.6% | 0.051% | |
10/28/2024 | Americana Partners LLC | 158,723 | $10.17M | 0.7% | -4.7% | 0.831% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 3,818 | $245K | 0.0% | +5.6% | 0.020% | |
10/25/2024 | Mutual Advisors LLC | 72,894 | $4.71M | 0.1% | -1.4% | 0.382% | |
10/25/2024 | MONECO Advisors LLC | 5,878 | $377K | 0.0% | +22.5% | 0.031% | |
10/25/2024 | Gateway Wealth Partners LLC | 5,571 | $357K | 0.1% | -26.9% | 0.029% | |
10/25/2024 | Worth Financial Advisory Group LLC | 6,692 | $429K | 0.3% | +91.2% | 0.035% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 26,598 | $1.70M | 0.0% | +8.4% | 0.139% | |
10/24/2024 | Arkadios Wealth Advisors | 34,363 | $2.20M | 0.1% | -3.7% | 0.180% | |
10/23/2024 | Convergence Financial LLC | 289,252 | $18.53M | 3.9% | +12.2% | 1.514% | |
10/23/2024 | Country Club Bank | 19,620 | $1.25M | 0.1% | +26.6% | 0.103% | |
10/23/2024 | Silver Oak Securities Incorporated | 18,772 | $1.20M | 0.1% | +43.6% | 0.098% | |
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10/23/2024 | Commonwealth Financial Services LLC | 93,969 | $6.00M | 1.2% | +2.1% | 0.492% | |
10/22/2024 | Lake Street Private Wealth LLC | 13,112 | $840K | 0.1% | +17.5% | 0.069% | |
10/22/2024 | Litman Gregory Wealth Management LLC | 13,645 | $874K | 0.1% | +16.7% | 0.071% | |
10/22/2024 | Private Advisor Group LLC | 47,411 | $3.04M | 0.0% | +61.3% | 0.248% | |
10/18/2024 | Commonwealth Equity Services LLC | 626,685 | $40.15M | 0.1% | -0.4% | 3.281% | |
10/18/2024 | Raymond James & Associates | 491,579 | $31.50M | 0.0% | +0.2% | 2.574% | |
10/16/2024 | Good Life Advisors LLC | 6,496 | $416K | 0.0% | +35.4% | 0.034% | |
10/16/2024 | Avaii Wealth Management LLC | 163,704 | $10.49M | 5.3% | +8.1% | 0.857% | |
10/16/2024 | Alliance Wealth Advisors LLC | 44,366 | $2.84M | 1.6% | +6.3% | 0.232% | |
10/16/2024 | Firethorn Wealth Partners LLC | 6,198 | $397K | 0.2% | +68.0% | 0.032% | |
10/16/2024 | SeaCrest Wealth Management LLC | 3,615 | $232K | 0.0% | N/A | 0.019% | |
10/16/2024 | MN Wealth Advisors LLC | 116,360 | $7.46M | 4.3% | +38.6% | 0.609% | |
10/10/2024 | Priebe Wealth Holdings LLC | 19,763 | $1.27M | 0.9% | +17.9% | 0.103% | |
10/9/2024 | Beaumont Financial Advisors LLC | 16,765 | $1.07M | 0.1% | -5.4% | 0.088% | |
10/9/2024 | Albion Financial Group UT | 1,350 | $86K | 0.0% | -72.2% | 0.007% | |
10/8/2024 | CWM LLC | 119,488 | $7.66M | 0.0% | +30.1% | 0.626% | |
10/8/2024 | Daymark Wealth Partners LLC | 326,323 | $20.91M | 0.7% | +34.2% | 1.708% | |
10/8/2024 | Ignite Planners LLC | 4,311 | $276K | 0.1% | +7.3% | 0.023% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 30,788 | $1.97M | 0.1% | +19.6% | 0.161% | |
9/5/2024 | Sanctuary Advisors LLC | 229,002 | $13.35M | 0.1% | N/A | 1.199% | |
8/22/2024 | Cetera Investment Advisers | 811,564 | $48.09M | 0.1% | +2,965.2% | 4.249% | |
8/22/2024 | 3Chopt Investment Partners LLC | 18,750 | $1.11M | 0.3% | +19.9% | 0.098% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 4,015 | $238K | 0.0% | N/A | 0.021% | |
8/16/2024 | Gateway Wealth Partners LLC | 7,626 | $452K | 0.1% | +12.5% | 0.040% | |
8/16/2024 | Ascent Group LLC | 13,904 | $824K | 0.1% | +15.7% | 0.073% | |
8/15/2024 | Daymark Wealth Partners LLC | 243,245 | $14.42M | 0.5% | -6.6% | 1.274% | |
8/14/2024 | Clear Point Advisors Inc. | 9,705 | $575K | 0.5% | -2.9% | 0.051% | |
8/14/2024 | Commonwealth Financial Services LLC | 92,042 | $5.44M | 1.1% | +30.7% | 0.482% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 24,170 | $1.43M | 0.0% | +5.2% | 0.127% | |
8/12/2024 | WCG Wealth Advisors LLC | 15,585 | $924K | 0.1% | N/A | 0.082% | |
8/8/2024 | Envestnet Asset Management Inc. | 88,170 | $5.23M | 0.0% | +75.1% | 0.462% | |
8/8/2024 | Thoroughbred Financial Services LLC | 6,317 | $374K | 0.0% | +23.1% | 0.033% | |
8/8/2024 | Kuhn & Co Investment Counsel | 12,339 | $731K | 0.7% | +15.5% | 0.065% | |
8/8/2024 | LPL Financial LLC | 2,522,801 | $149.50M | 0.1% | +1.2% | 13.208% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,390 | $82K | 0.0% | N/A | 0.007% | |
8/6/2024 | Strategic Financial Concepts LLC | 45,021 | $27K | 0.0% | N/A | 0.236% | |
8/6/2024 | Weil Company Inc. | 12,314 | $730K | 0.3% | +195.5% | 0.064% | |
8/5/2024 | Private Advisor Group LLC | 29,390 | $1.74M | 0.0% | +112.4% | 0.154% | |
8/5/2024 | Denver PWM LLC | 36,835 | $2.18M | 0.9% | N/A | 0.193% | |
8/3/2024 | Crumly & Associates Inc. | 227,681 | $13.49M | 3.9% | +1.4% | 1.192% | |
8/2/2024 | Aveo Capital Partners LLC | 8,175 | $484K | 0.1% | -36.9% | 0.043% | |
8/1/2024 | Obermeyer Wood Investment Counsel Lllp | 8,372 | $496K | 0.0% | N/A | 0.044% | |
7/31/2024 | Avaii Wealth Management LLC | 151,418 | $8.97M | 5.0% | +6.5% | 0.793% | |
7/31/2024 | Aptus Capital Advisors LLC | 586 | $35K | 0.0% | -75.9% | 0.003% | |
7/31/2024 | Farther Finance Advisors LLC | 6,700 | $394K | 0.0% | -5.2% | 0.035% | |
7/31/2024 | Commonwealth Equity Services LLC | 628,997 | $37.27M | 0.1% | +15.1% | 3.293% | |
7/31/2024 | BCGM Wealth Management LLC | 87,299 | $5.17M | 1.8% | +8.9% | 0.457% | |
7/31/2024 | Americana Partners LLC | 166,510 | $9.87M | 0.8% | +7.9% | 0.872% | |
7/30/2024 | GGM Financials LLC | 80,030 | $4.74M | 4.4% | N/A | 0.419% | |
7/30/2024 | Litman Gregory Wealth Management LLC | 11,689 | $693K | 0.1% | -14.8% | 0.061% | |
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7/29/2024 | Arkadios Wealth Advisors | 35,665 | $2.11M | 0.1% | N/A | 0.187% | |
7/29/2024 | Whittier Trust Co. of Nevada Inc. | 1,717 | $102K | 0.0% | -27.0% | 0.009% | |
7/26/2024 | Financial Connections Group Inc. | 8,157 | $483K | 0.3% | -13.5% | 0.043% | |
7/26/2024 | Harbour Investments Inc. | 26,454 | $1.57M | 0.1% | +97.8% | 0.139% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 30,028 | $1.78M | 0.0% | +129.5% | 0.157% | |
7/24/2024 | MN Wealth Advisors LLC | 83,944 | $4.98M | 2.9% | +3.3% | 0.439% | |
7/22/2024 | Krilogy Financial LLC | 11,248 | $667K | 0.0% | -4.7% | 0.059% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 287,462 | $17.04M | 0.0% | +0.6% | 1.505% | |
7/19/2024 | MONECO Advisors LLC | 4,798 | $284K | 0.0% | N/A | 0.025% | |
7/19/2024 | Raymond James & Associates | 490,487 | $29.07M | 0.0% | +1.1% | 2.568% | |