1/21/2025 | Avaii Wealth Management LLC | 300,850 | $15.72M | 7.7% | -10.2% | 6.916% | |
1/21/2025 | Cedar Mountain Advisors LLC | 51,182 | $2.67M | 0.6% | N/A | 1.177% | |
1/21/2025 | Geneos Wealth Management Inc. | 2,159 | $113K | 0.0% | N/A | 0.050% | |
1/17/2025 | Peterson Wealth Advisors LLC | 146,586 | $7.65M | 1.4% | +1,008.6% | 3.370% | |
1/17/2025 | Janney Montgomery Scott LLC | 437,071 | $22.84M | 0.1% | +691.7% | 10.048% | |
1/17/2025 | Beaumont Financial Advisors LLC | 12,483 | $652K | 0.0% | -5.2% | 0.287% | |
1/15/2025 | CGN Advisors LLC | 264,989 | $13.85M | 1.3% | +42.3% | 6.092% | |
1/15/2025 | Yarger Wealth Strategies LLC | 103,401 | $5.40M | 3.1% | -32.0% | 2.377% | |
1/15/2025 | Goldstone Financial Group LLC | 247,399 | $12.93M | 2.0% | N/A | 5.687% | |
1/14/2025 | KWB Wealth | 8,870 | $485K | 0.1% | N/A | 0.204% | |
|
1/13/2025 | Pallas Capital Advisors LLC | 797,106 | $41.65M | 1.8% | +0.9% | 18.324% | |
1/13/2025 | Cooper Financial Group | 112,686 | $5.89M | 0.7% | +38.7% | 2.590% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 7,452 | $407K | 0.1% | -30.0% | 0.171% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 197,329 | $10.78M | 0.7% | +11.2% | 4.536% | |
11/15/2024 | MML Investors Services LLC | 24,543 | $1.34M | 0.0% | N/A | 0.564% | |
11/15/2024 | Vienna Asset Management LLC | 24,734 | $1.35M | 1.0% | +91.8% | 0.569% | |
11/15/2024 | HighTower Advisors LLC | 75,337 | $4.10M | 0.0% | N/A | 1.732% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 7,452 | $407K | 0.1% | -30.0% | 0.171% | |
11/14/2024 | Flow Traders U.S. LLC | 14,775 | $807K | 0.0% | -8.9% | 0.340% | |
11/13/2024 | Insight Wealth Partners LLC | 112,948 | $6.17M | 1.2% | N/A | 2.597% | |
11/12/2024 | Larson Financial Group LLC | 59,491 | $3.25M | 0.2% | +2,050.8% | 1.368% | |
11/12/2024 | Great Valley Advisor Group Inc. | 120,109 | $6.56M | 0.2% | +11.3% | 2.761% | |
11/6/2024 | Vawter Financial Ltd. | 36,393 | $1.99M | 1.2% | +98.5% | 0.837% | |
11/6/2024 | Diversified Portfolios Inc. | 1,274,873 | $69.67M | 7.8% | +844.3% | 29.307% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 30,045 | $1.64M | 0.1% | +1,823.5% | 0.691% | |
11/5/2024 | Compass Financial Group Inc. | 64,260 | $3.51M | 1.6% | N/A | 1.477% | |
11/4/2024 | Tyler Stone Wealth Management | 89,892 | $4.91M | 0.9% | +111.7% | 2.066% | |
11/1/2024 | Beckerman Institutional LLC | 4,225 | $231K | 0.2% | N/A | 0.097% | |
10/29/2024 | Innealta Capital LLC | 346,675 | $18.95M | 7.7% | N/A | 7.970% | |
10/29/2024 | Janney Montgomery Scott LLC | 55,206 | $3.02M | 0.0% | -0.6% | 1.269% | |
10/29/2024 | Royal Harbor Partners LLC | 416,906 | $22.78M | 8.9% | +18.5% | 9.584% | |
10/25/2024 | Financial Advocates Investment Management | 4,600 | $251K | 0.0% | N/A | 0.106% | |
10/25/2024 | Pallas Capital Advisors LLC | 789,734 | $42.07M | 1.7% | +8.6% | 18.155% | |
10/24/2024 | Peterson Wealth Advisors LLC | 13,223 | $723K | 0.1% | +22.7% | 0.304% | |
10/24/2024 | Sterling Investment Advisors Ltd. | 10,340 | $565K | 0.1% | +5.1% | 0.238% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 26,919 | $1.47M | 0.0% | N/A | 0.619% | |
10/22/2024 | Private Advisor Group LLC | 14,822 | $810K | 0.0% | N/A | 0.341% | |
10/19/2024 | Essex LLC | 5,300 | $290K | 0.1% | N/A | 0.122% | |
10/19/2024 | Means Investment CO. Inc. | 324,927 | $17.76M | 2.0% | +9.8% | 7.470% | |
10/16/2024 | Avaii Wealth Management LLC | 334,903 | $18.30M | 9.2% | N/A | 7.699% | |
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10/9/2024 | Beaumont Financial Advisors LLC | 13,165 | $719K | 0.1% | +11.6% | 0.303% | |
8/15/2024 | AQR Capital Management LLC | 5,922 | $309K | 0.0% | N/A | 0.136% | |
8/8/2024 | Parallel Advisors LLC | 5,813 | $304K | 0.0% | +45.8% | 0.134% | |
8/8/2024 | LPL Financial LLC | 743,903 | $38.87M | 0.0% | N/A | 17.101% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,562 | $82K | 0.0% | N/A | 0.036% | |
8/6/2024 | Gallacher Capital Management LLC | 77,207 | $4.03M | 2.1% | +21.1% | 1.775% | |
8/5/2024 | Sterling Investment Advisors Ltd. | 9,840 | $514K | 0.1% | +3.1% | 0.226% | |
8/2/2024 | Larson Financial Group LLC | 2,766 | $145K | 0.0% | N/A | 0.064% | |
8/2/2024 | Vawter Financial Ltd. | 18,333 | $958K | 0.7% | +135.8% | 0.421% | |
8/2/2024 | Aveo Capital Partners LLC | 122,722 | $6.41M | 0.7% | +1.4% | 2.821% | |
7/31/2024 | Essex Financial Services Inc. | 20,893 | $1.09M | 0.1% | +72.9% | 0.480% | |
7/31/2024 | Commonwealth Equity Services LLC | 16,812 | $878K | 0.0% | +63.7% | 0.386% | |
7/30/2024 | Pine Valley Investments Ltd Liability Co | 177,398 | $9.27M | 0.6% | +4.1% | 4.078% | |
7/23/2024 | Diversified Portfolios Inc. | 135,004 | $7.05M | 0.9% | N/A | 3.104% | |
7/22/2024 | Pallas Capital Advisors LLC | 727,041 | $38.41M | 1.6% | +5.3% | 16.714% | |
7/20/2024 | Means Investment CO. Inc. | 295,916 | $15.46M | 1.8% | N/A | 6.803% | |
7/16/2024 | Great Valley Advisor Group Inc. | 107,920 | $5.64M | 0.2% | N/A | 2.481% | |
5/17/2024 | Clear Point Advisors Inc. | 34,982 | $1.84M | 1.5% | -7.2% | 0.804% | |
5/6/2024 | Gallacher Capital Management LLC | 63,731 | $3.35M | 1.7% | +541.2% | 1.593% | |
5/2/2024 | FinTrust Capital Advisors LLC | 7,554 | $397K | 0.1% | N/A | 0.189% | |
5/1/2024 | Janney Montgomery Scott LLC | 56,152 | $2.95M | 0.0% | N/A | 1.404% | |
4/30/2024 | Commonwealth Equity Services LLC | 10,267 | $539K | 0.0% | +167.0% | 0.257% | |
4/29/2024 | Yarger Wealth Strategies LLC | 67,547 | $3.55M | 2.4% | +108.2% | 1.689% | |
4/25/2024 | Capital Investment Advisory Services LLC | 44,280 | $2.33M | 0.2% | N/A | 1.107% | |
4/24/2024 | Essex Financial Services Inc. | 12,085 | $635K | 0.1% | N/A | 0.302% | |
4/22/2024 | Edge Financial Advisors LLC | 9,522 | $500K | 0.4% | N/A | 0.000% | |
2/1/2024 | CWM LLC | 521 | $28K | 0.0% | N/A | 0.000% | |
1/31/2024 | Beaumont Financial Advisors LLC | 9,632 | $510K | 0.0% | N/A | 0.000% | |
1/22/2024 | Pallas Capital Advisors LLC | 626,107 | $33.18M | 1.8% | N/A | 0.000% | |
1/18/2024 | Yarger Wealth Strategies LLC | 32,442 | $1.72M | 1.4% | N/A | 0.000% | |