11/22/2024 | Sculati Wealth Management LLC | 30,274 | $1.83M | 0.7% | -26.3% | 0.431% | |
11/21/2024 | Aldebaran Financial Inc. | 7,811 | $517K | 0.6% | N/A | 0.111% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 1,219 | $81K | 0.0% | +23.3% | 0.017% | |
11/15/2024 | MML Investors Services LLC | 58,563 | $3.88M | 0.0% | +88.4% | 0.834% | |
11/15/2024 | Legacy Investment Solutions LLC | 1,586 | $114K | 0.1% | N/A | 0.023% | |
11/15/2024 | Orion Portfolio Solutions LLC | 12,375 | $819K | 0.0% | N/A | 0.176% | |
|
11/15/2024 | Jane Street Group LLC | 4,412 | $292K | 0.0% | N/A | 0.063% | |
11/15/2024 | Stifel Financial Corp | 207,692 | $13.75M | 0.0% | +21.1% | 2.959% | |
11/15/2024 | Integrated Wealth Concepts LLC | 12,593 | $834K | 0.0% | +3.8% | 0.179% | |
11/15/2024 | HighTower Advisors LLC | 6,395 | $423K | 0.0% | +33.9% | 0.091% | |
11/15/2024 | Arizona PSPRS Trust | 25,672 | $1.70M | 0.1% | N/A | 0.366% | |
11/15/2024 | Benjamin Edwards Inc. | 11,725 | $776K | 0.0% | N/A | 0.167% | |
11/14/2024 | CreativeOne Wealth LLC | 8,531 | $565K | 0.0% | N/A | 0.122% | |
11/13/2024 | FMR LLC | 2,172 | $144K | 0.0% | +68.0% | 0.031% | |
11/12/2024 | Centaurus Financial Inc. | 3,251 | $215K | 0.0% | N/A | 0.046% | |
11/12/2024 | Crewe Advisors LLC | 4,276 | $283K | 0.0% | N/A | 0.061% | |
11/12/2024 | Great Valley Advisor Group Inc. | 4,012 | $266K | 0.0% | N/A | 0.057% | |
11/12/2024 | Meridian Wealth Management LLC | 109,567 | $7.25M | 0.4% | +4.9% | 1.561% | |
11/12/2024 | Citigroup Inc. | 133,077 | $8.81M | 0.0% | +6.0% | 1.896% | |
11/12/2024 | Banco Santander S.A. | 22,573 | $1.49M | 0.0% | N/A | 0.322% | |
11/8/2024 | Lowery Thomas LLC | 16,796 | $1.11M | 0.8% | +7.0% | 0.239% | |
11/7/2024 | Theory Financial LLC | 50,063 | $3.27M | 1.2% | -7.0% | 0.713% | |
11/7/2024 | Thrivent Financial for Lutherans | 161,556 | $10.69M | 0.0% | +586.9% | 2.301% | |
11/6/2024 | Comprehensive Wealth Management LLC | 10,455 | $692K | 0.4% | +2.3% | 0.149% | |
11/6/2024 | Oppenheimer & Co. Inc. | 3,332 | $221K | 0.0% | -6.0% | 0.047% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 39,839 | $2.64M | 0.0% | -1.5% | 0.568% | |
11/5/2024 | Systelligence LLC | 111,015 | $7.35M | 1.8% | -13.2% | 1.581% | |
11/5/2024 | Apollon Financial LLC | 14,557 | $964K | 0.3% | N/A | 0.207% | |
11/5/2024 | Harbour Investments Inc. | 14,845 | $983K | 0.0% | +247,316.7% | 0.211% | |
11/5/2024 | Apollon Wealth Management LLC | 256,559 | $16.98M | 0.5% | N/A | 3.655% | |
11/4/2024 | Sigma Planning Corp | 11,121 | $736K | 0.0% | +126.1% | 0.158% | |
11/1/2024 | Aspire Wealth Management Corp | 35,094 | $2.32M | 1.3% | +2.7% | 0.500% | |
10/31/2024 | Advisor Resource Council | 3,063 | $203K | 0.1% | N/A | 0.044% | |
10/30/2024 | Maia Wealth LLC | 17,429 | $1.15M | 0.3% | N/A | 0.248% | |
10/29/2024 | Lodestone Wealth Management LLC | 21,266 | $1.41M | 0.7% | -7.0% | 0.303% | |
10/29/2024 | Janney Montgomery Scott LLC | 109,175 | $7.23M | 0.0% | +29.3% | 1.555% | |
10/29/2024 | James Investment Research Inc. | 6,866 | $454K | 0.1% | N/A | 0.098% | |
10/28/2024 | Focus Financial Network Inc. | 204,976 | $13.57M | 0.6% | +2.0% | 2.920% | |
10/28/2024 | Stephens Inc. AR | 7,174 | $475K | 0.0% | +2.2% | 0.102% | |
10/25/2024 | Financial Advocates Investment Management | 4,140 | $274K | 0.0% | N/A | 0.059% | |
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10/24/2024 | TCP Asset Management LLC | 3,383 | $224K | 0.1% | N/A | 0.048% | |
10/24/2024 | Marmo Financial Group LLC | 268,613 | $17.78M | 9.5% | +139.4% | 3.826% | |
10/24/2024 | Anson Capital Inc. | 16,716 | $1.11M | 1.0% | -3.7% | 0.238% | |
10/24/2024 | J.W. Cole Advisors Inc. | 5,689 | $377K | 0.0% | +43.8% | 0.081% | |
10/24/2024 | Valley National Advisers Inc. | 4,886 | $323K | 0.1% | +21.3% | 0.070% | |
10/24/2024 | Fischer Investment Strategies LLC | 67,415 | $4.46M | 3.8% | N/A | 0.960% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 209,318 | $13.86M | 0.0% | +6.4% | 2.982% | |
10/24/2024 | Consolidated Portfolio Review Corp | 6,299 | $417K | 0.1% | N/A | 0.090% | |
10/24/2024 | Arkadios Wealth Advisors | 9,116 | $603K | 0.0% | N/A | 0.130% | |
10/23/2024 | Mainstay Capital Management LLC ADV | 701,149 | $46.41M | 7.8% | N/A | 9.988% | |
10/22/2024 | Private Advisor Group LLC | 96,923 | $6.42M | 0.0% | +18.2% | 1.381% | |
10/18/2024 | Raymond James & Associates | 125,724 | $8.32M | 0.0% | +62.6% | 1.791% | |
10/17/2024 | Kozak & Associates Inc. | 39,102 | $2.66M | 0.6% | N/A | 0.557% | |
10/17/2024 | RFG Advisory LLC | 55,449 | $3.67M | 0.1% | N/A | 0.790% | |
10/16/2024 | Good Life Advisors LLC | 3,514 | $233K | 0.0% | N/A | 0.050% | |
10/16/2024 | Provident Wealth Management LLC | 88,622 | $5.87M | 2.0% | +9.4% | 1.262% | |
10/16/2024 | Sunpointe LLC | 3,114 | $206K | 0.2% | N/A | 0.044% | |
10/16/2024 | ERn Financial LLC | 11,034 | $730K | 0.1% | +4.9% | 0.157% | |
10/15/2024 | Ullmann Wealth Partners Group LLC | 3,110 | $206K | 0.0% | N/A | 0.044% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 1,885 | $125K | 0.0% | N/A | 0.027% | |
10/10/2024 | JBR Co Financial Management Inc | 8,940 | $592K | 0.4% | N/A | 0.127% | |
10/10/2024 | Silverlake Wealth Management LLC | 4,389 | $291K | 0.1% | +9.7% | 0.063% | |
10/9/2024 | Castle Rock Wealth Management LLC | 31,606 | $2.08M | 0.5% | N/A | 0.450% | |
10/8/2024 | CWM LLC | 83,168 | $5.51M | 0.0% | +117.2% | 1.185% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 3,796 | $251K | 0.0% | N/A | 0.054% | |
9/5/2024 | Sanctuary Advisors LLC | 23,786 | $1.39M | 0.0% | N/A | 0.339% | |
8/22/2024 | Cetera Investment Advisers | 78,964 | $4.74M | 0.0% | +315.1% | 1.125% | |
8/21/2024 | Truist Financial Corp | 85,714 | $5.15M | 0.0% | N/A | 1.221% | |
8/16/2024 | NewEdge Advisors LLC | 17,238 | $1.04M | 0.0% | +260.4% | 0.246% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 39,663 | $2.38M | 0.0% | +190.0% | 0.565% | |
8/13/2024 | Merriman Wealth Management LLC | 14,417 | $866K | 0.0% | -2.0% | 0.205% | |
8/13/2024 | Thrivent Financial for Lutherans | 23,519 | $1.41M | 0.0% | N/A | 0.335% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 40,439 | $2.43M | 0.0% | -5.6% | 0.576% | |
8/8/2024 | J.W. Cole Advisors Inc. | 3,957 | $238K | 0.0% | N/A | 0.056% | |
8/8/2024 | Thoroughbred Financial Services LLC | 13,945 | $837K | 0.1% | +68.7% | 0.199% | |
8/8/2024 | CoreCap Advisors LLC | 5,326 | $320K | 0.0% | N/A | 0.076% | |
8/8/2024 | PFG Advisors | 23,879 | $1.43M | 0.1% | N/A | 0.340% | |
8/8/2024 | Johnson Investment Counsel Inc. | 22,741 | $1.37M | 0.0% | +103.2% | 0.324% | |
8/8/2024 | LPL Financial LLC | 1,145,893 | $68.81M | 0.0% | +26.9% | 16.323% | |
8/7/2024 | Anson Capital Inc. | 17,351 | $1.04M | 1.0% | +11.5% | 0.247% | |
8/7/2024 | Vantage Financial Partners LLC | 6,484 | $389K | 0.1% | N/A | 0.092% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 428 | $26K | 0.0% | N/A | 0.006% | |
8/6/2024 | Ausdal Financial Partners Inc. | 17,730 | $1.07M | 0.1% | +8.7% | 0.253% | |
8/5/2024 | Private Advisor Group LLC | 81,968 | $4.92M | 0.0% | +55.3% | 1.168% | |
8/3/2024 | Lowery Thomas LLC | 15,697 | $943K | 0.7% | +7.8% | 0.224% | |
8/2/2024 | Belpointe Asset Management LLC | 19,998 | $1.20M | 0.1% | N/A | 0.285% | |
8/2/2024 | Fortis Capital Advisors LLC | 19,998 | $1.20M | 0.4% | N/A | 0.285% | |
7/31/2024 | Commonwealth Equity Services LLC | 99,684 | $5.99M | 0.0% | +17.7% | 1.420% | |
7/29/2024 | Armbruster Capital Management Inc. | 179,100 | $10.76M | 2.2% | +6.2% | 2.551% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 120,821 | $7.26M | 0.0% | +2.6% | 1.721% | |
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7/25/2024 | Systelligence LLC | 127,965 | $7.68M | 2.0% | -5.4% | 1.823% | |
7/25/2024 | Institute for Wealth Management LLC. | 21,703 | $1.30M | 0.2% | +1.5% | 0.309% | |
7/23/2024 | Marmo Financial Group LLC | 112,191 | $6.74M | 4.1% | -2.5% | 1.598% | |
7/22/2024 | Focus Financial Network Inc. | 200,950 | $13.09M | 0.5% | +0.5% | 2.863% | |
7/19/2024 | Raymond James & Associates | 77,338 | $4.64M | 0.0% | +19.6% | 1.102% | |
7/17/2024 | ERn Financial LLC | 10,519 | $632K | 0.1% | +4.8% | 0.150% | |
7/17/2024 | Provident Wealth Management LLC | 81,033 | $4.87M | 1.8% | +10.3% | 1.154% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 196,737 | $11.81M | 0.0% | +14.9% | 2.803% | |
7/15/2024 | Fifth Third Securities Inc. | 5,907 | $355K | 0.0% | +39.9% | 0.084% | |
7/12/2024 | Accel Wealth Management | 15,536 | $933K | 0.4% | +4.6% | 0.221% | |