11/15/2024 | 3Chopt Investment Partners LLC | 13,180 | $1.01M | 0.4% | -5.6% | 0.058% | |
11/15/2024 | MML Investors Services LLC | 120,049 | $9.23M | 0.0% | +47.2% | 0.531% | |
11/15/2024 | Stifel Financial Corp | 232,237 | $17.85M | 0.0% | +18.2% | 1.028% | |
11/15/2024 | IHT Wealth Management LLC | 40,560 | $3.12M | 0.1% | -6.5% | 0.179% | |
11/15/2024 | Integrated Wealth Concepts LLC | 76,305 | $5.87M | 0.1% | +225.7% | 0.338% | |
11/15/2024 | HighTower Advisors LLC | 241,941 | $18.60M | 0.0% | +5.1% | 1.071% | |
|
11/14/2024 | Tradition Wealth Management LLC | 110,369 | $8.49M | 0.8% | +10.8% | 0.488% | |
11/14/2024 | Captrust Financial Advisors | 2,969,793 | $228.32M | 0.7% | +13.1% | 13.141% | |
11/14/2024 | True Vision MN LLC | 8,090 | $622K | 0.4% | +151.6% | 0.036% | |
11/14/2024 | CreativeOne Wealth LLC | 48,747 | $3.75M | 0.1% | +11.6% | 0.216% | |
11/13/2024 | D.A. Davidson & CO. | 146,548 | $11.27M | 0.1% | +9.9% | 0.648% | |
11/13/2024 | Blue Investment Partners LLC | 30,693 | $2.36M | 1.0% | N/A | 0.136% | |
11/12/2024 | Kingsview Wealth Management LLC | 4,611 | $354K | 0.0% | -8.9% | 0.020% | |
11/12/2024 | Great Valley Advisor Group Inc. | 144,764 | $11.13M | 0.3% | +175.0% | 0.641% | |
11/12/2024 | Nwam LLC | 4,477 | $344K | 0.0% | N/A | 0.020% | |
11/9/2024 | LPL Financial LLC | 2,544,590 | $195.63M | 0.1% | +18.3% | 11.259% | |
11/8/2024 | Avior Wealth Management LLC | 651,741 | $50.10M | 2.0% | -6.3% | 2.884% | |
11/8/2024 | PNC Financial Services Group Inc. | 63,240 | $4.86M | 0.0% | +238.1% | 0.280% | |
11/8/2024 | Prospera Financial Services Inc | 44,261 | $3.40M | 0.1% | -1.3% | 0.196% | |
11/7/2024 | Semus Wealth Partners LLC | 19,775 | $1.52M | 1.1% | +14.8% | 0.088% | |
11/6/2024 | Schneider Downs Wealth Management Advisors LP | 10,657 | $819K | 0.2% | +49.0% | 0.047% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 24,958 | $1.92M | 0.0% | -2.6% | 0.110% | |
11/6/2024 | OneDigital Investment Advisors LLC | 10,348 | $796K | 0.0% | +29.0% | 0.046% | |
11/5/2024 | Aptus Capital Advisors LLC | 668 | $51K | 0.0% | +34.7% | 0.003% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 16,369 | $1.26M | 0.1% | +31.7% | 0.072% | |
11/5/2024 | Harbour Investments Inc. | 21,587 | $1.66M | 0.0% | +24.7% | 0.096% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 4,794 | $369K | 0.0% | +9.1% | 0.021% | |
11/4/2024 | Advantage Trust Co | 263,909 | $20.29M | 13.8% | -2.1% | 1.168% | |
11/4/2024 | Tyler Stone Wealth Management | 23,778 | $1.83M | 0.3% | +511.3% | 0.105% | |
11/4/2024 | Sigma Planning Corp | 18,745 | $1.44M | 0.0% | -13.2% | 0.083% | |
11/2/2024 | Summit Wealth & Retirement Planning Inc. | 2,612 | $201K | 0.1% | N/A | 0.012% | |
11/1/2024 | Objective Capital Management LLC | 16,002 | $1.23M | 0.7% | N/A | 0.071% | |
11/1/2024 | Crumly & Associates Inc. | 127,296 | $9.79M | 2.7% | N/A | 0.563% | |
10/31/2024 | Cozad Asset Management Inc. | 4,235 | $326K | 0.0% | N/A | 0.019% | |
10/31/2024 | GGM Financials LLC | 115,230 | $8.86M | 7.6% | -0.3% | 0.510% | |
10/29/2024 | Nvwm LLC | 3,000 | $231K | 0.1% | N/A | 0.013% | |
10/29/2024 | Confluence Wealth Services Inc. | 7,560 | $581K | 0.0% | -16.5% | 0.033% | |
10/29/2024 | Janney Montgomery Scott LLC | 884,833 | $68.03M | 0.2% | +11.6% | 3.915% | |
10/29/2024 | Private Wealth Partners LLC | 37,455 | $2.88M | 0.2% | -3.9% | 0.166% | |
10/29/2024 | Clear Creek Financial Management LLC | 3,400 | $261K | 0.0% | N/A | 0.015% | |
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10/29/2024 | Farther Finance Advisors LLC | 6,431 | $494K | 0.0% | +49.9% | 0.028% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 2,903 | $223K | 0.0% | N/A | 0.013% | |
10/25/2024 | Financial Advocates Investment Management | 168,931 | $12.99M | 0.7% | +2.8% | 0.747% | |
10/25/2024 | Strategic Blueprint LLC | 75,034 | $5.77M | 0.4% | +26.7% | 0.332% | |
10/25/2024 | Gateway Wealth Partners LLC | 3,508 | $270K | 0.1% | -41.5% | 0.016% | |
10/25/2024 | Worth Financial Advisory Group LLC | 3,822 | $294K | 0.2% | +5.3% | 0.017% | |
10/24/2024 | Orrstown Financial Services Inc. | 201,303 | $15.48M | 4.6% | -7.7% | 0.891% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 37,755 | $2.90M | 0.4% | +894.1% | 0.167% | |
10/24/2024 | Vima LLC | 13,221 | $1.02M | 2.1% | +22.4% | 0.059% | |
10/24/2024 | FCG Investment Co | 2,614 | $201K | 0.1% | N/A | 0.012% | |
10/24/2024 | Goldstein Advisors LLC | 704,612 | $54.17M | 8.2% | +167.9% | 3.118% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 129,350 | $9.94M | 0.0% | +36.8% | 0.572% | |
10/23/2024 | Heritage Oak Wealth Advisors LLC | 4,302 | $331K | 0.2% | N/A | 0.019% | |
10/23/2024 | YHB Investment Advisors Inc. | 3,201 | $246K | 0.0% | N/A | 0.014% | |
10/22/2024 | Foundry Financial Group Inc. | 61,866 | $4.76M | 3.0% | +2.1% | 0.274% | |
10/22/2024 | Sprinkle Financial Consultants LLC | 67,251 | $5.17M | 3.7% | +7.4% | 0.298% | |
10/22/2024 | Lake Street Private Wealth LLC | 10,816 | $832K | 0.1% | -7.3% | 0.048% | |
10/22/2024 | Sterling Financial Group Inc. | 350,413 | $26.94M | 11.5% | -0.6% | 1.551% | |
10/22/2024 | Private Advisor Group LLC | 48,472 | $3.73M | 0.0% | +159.7% | 0.214% | |
10/21/2024 | Flagship Harbor Advisors LLC | 118,370 | $9.10M | 0.5% | N/A | 0.524% | |
10/21/2024 | Venture Visionary Partners LLC | 28,668 | $2.20M | 0.1% | N/A | 0.127% | |
10/21/2024 | Echo Wealth Management LLC | 36,147 | $2.82M | 2.0% | +5.3% | 0.160% | |
10/18/2024 | Commonwealth Equity Services LLC | 1,017,466 | $78.22M | 0.1% | -3.8% | 4.502% | |
10/18/2024 | Raymond James & Associates | 340,728 | $26.20M | 0.0% | +104.8% | 1.508% | |
10/18/2024 | Cobblestone Asset Management LLC | 6,208 | $477K | 0.3% | +8.6% | 0.027% | |
10/17/2024 | Stratos Wealth Partners LTD. | 342,341 | $26.32M | 0.4% | +68.6% | 1.515% | |
10/17/2024 | LexAurum Advisors LLC | 28,954 | $2.23M | 0.5% | +21.7% | 0.128% | |
10/16/2024 | Global Retirement Partners LLC | 9,459 | $727K | 0.0% | -8.7% | 0.042% | |
10/16/2024 | Good Life Advisors LLC | 30,203 | $2.32M | 0.1% | +53.1% | 0.134% | |
10/16/2024 | Firethorn Wealth Partners LLC | 4,277 | $329K | 0.2% | +29.4% | 0.019% | |
10/16/2024 | MN Wealth Advisors LLC | 89,336 | $6.87M | 3.9% | +10.3% | 0.395% | |
10/15/2024 | Keystone Wealth Services LLC | 5,913 | $455K | 0.1% | N/A | 0.026% | |
10/11/2024 | Wagner Wealth Management LLC | 154,062 | $11.84M | 3.2% | +3.6% | 0.682% | |
10/9/2024 | Ferguson Shapiro LLC | 141,156 | $10.85M | 4.0% | N/A | 0.625% | |
10/9/2024 | Beaumont Financial Advisors LLC | 607,091 | $46.67M | 3.6% | +20.8% | 2.686% | |
10/8/2024 | CWM LLC | 961,254 | $73.90M | 0.3% | +15.1% | 4.253% | |
10/8/2024 | Daymark Wealth Partners LLC | 271,657 | $20.89M | 0.7% | +0.6% | 1.202% | |
10/8/2024 | Northwest Capital Management Inc | 2,988 | $230K | 0.1% | -16.2% | 0.013% | |
10/8/2024 | Park Place Capital Corp | 5,107 | $393K | 0.1% | N/A | 0.023% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 10,361 | $797K | 0.0% | -3.2% | 0.046% | |
10/8/2024 | Ignite Planners LLC | 3,399 | $261K | 0.1% | +8.9% | 0.015% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 19,093 | $1.47M | 0.0% | -6.5% | 0.084% | |
9/12/2024 | American Trust | 695,401 | $52.26M | 4.3% | N/A | 3.077% | |
8/27/2024 | New Wave Wealth Advisors LLC | 4,296 | $323K | 0.2% | N/A | 0.019% | |
8/26/2024 | Founders Financial Alliance LLC | 3,257 | $245K | 0.1% | N/A | 0.014% | |
8/22/2024 | Cetera Investment Advisers | 78,144 | $5.87M | 0.0% | +115.7% | 0.346% | |
8/22/2024 | 3Chopt Investment Partners LLC | 13,962 | $1.05M | 0.3% | -1.0% | 0.062% | |
8/21/2024 | Truist Financial Corp | 223,567 | $16.80M | 0.0% | -7.9% | 0.989% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 2,995 | $225K | 0.0% | N/A | 0.013% | |
8/16/2024 | NewEdge Advisors LLC | 16,700 | $1.26M | 0.0% | +34.1% | 0.074% | |
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8/16/2024 | Susquehanna International Group LLP | 46,255 | $3.48M | 0.0% | -44.6% | 0.205% | |
8/15/2024 | Daymark Wealth Partners LLC | 270,125 | $20.30M | 0.7% | -8.8% | 1.195% | |
8/14/2024 | Marshall Wace LLP | 3,657 | $275K | 0.0% | -85.9% | 0.016% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 1,673 | $126K | 0.0% | N/A | 0.007% | |
8/12/2024 | WCG Wealth Advisors LLC | 30,637 | $2.30M | 0.2% | N/A | 0.136% | |
8/12/2024 | Argent Trust Co | 17,258 | $1.30M | 0.1% | +4.2% | 0.076% | |
8/10/2024 | Perennial Investment Advisors LLC | 3,440 | $259K | 0.0% | N/A | 0.015% | |
8/10/2024 | Yarger Wealth Strategies LLC | 22,241 | $1.67M | 1.0% | +40.4% | 0.098% | |
8/9/2024 | Renaissance Technologies LLC | 14,400 | $1.08M | 0.0% | N/A | 0.064% | |
8/9/2024 | Foundry Financial Group Inc. | 60,587 | $4.55M | 3.1% | N/A | 0.268% | |