5/17/2024 | WealthPlan Investment Management LLC | 133,979 | $5.62M | 0.9% | N/A | 0.762% | |
5/14/2024 | CreativeOne Wealth LLC | 137,332 | $5.77M | 0.2% | +2,606.0% | 0.781% | |
5/10/2024 | Osaic Holdings Inc. | 766,542 | $32.18M | 0.1% | +16.3% | 4.360% | |
5/9/2024 | HBK Sorce Advisory LLC | 7,188 | $302K | 0.0% | -8.8% | 0.041% | |
5/8/2024 | Avantax Advisory Services Inc. | 23,654 | $993K | 0.0% | N/A | 0.135% | |
5/8/2024 | Semus Wealth Partners LLC | 12,424 | $522K | 0.4% | N/A | 0.071% | |
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5/7/2024 | WealthPLAN Partners LLC | 86,243 | $3.62M | 0.4% | N/A | 0.491% | |
5/7/2024 | Oppenheimer & Co. Inc. | 21,553 | $905K | 0.0% | +4.6% | 0.123% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,496 | $483K | 0.0% | N/A | 0.064% | |
5/6/2024 | Advisory Services Network LLC | 98,654 | $4.14M | 0.1% | N/A | 0.553% | |
5/3/2024 | Larson Financial Group LLC | 2,183 | $92K | 0.0% | -11.8% | 0.012% | |
5/3/2024 | Integrity Financial Corp WA | 43,025 | $1.81M | 1.2% | +1.3% | 0.241% | |
5/1/2024 | Janney Montgomery Scott LLC | 94,040 | $3.95M | 0.0% | +339.7% | 0.527% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 24,133 | $1.01M | 0.1% | +155.2% | 0.135% | |
5/1/2024 | Prosperity Consulting Group LLC | 141,907 | $5.96M | 0.7% | +563.1% | 0.795% | |
5/1/2024 | McCarthy & Cox | 136,172 | $5.72M | 2.2% | N/A | 0.763% | |
4/30/2024 | Arkadios Wealth Advisors | 9,443 | $396K | 0.0% | -12.2% | 0.053% | |
4/29/2024 | Commonwealth Equity Services LLC | 498,997 | $20.95M | 0.0% | +18.7% | 2.796% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 7,908 | $332K | 0.0% | +44.6% | 0.044% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 167,901 | $7.05M | 0.0% | +81.9% | 0.941% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 11,930 | $501K | 0.1% | +4.4% | 0.067% | |
4/24/2024 | Pitti Group Wealth Management LLC | 6,077 | $254K | 0.3% | -16.8% | 0.034% | |
4/23/2024 | Global Retirement Partners LLC | 1,830 | $77K | 0.0% | N/A | 0.010% | |
4/23/2024 | Strategic Blueprint LLC | 13,195 | $554K | 0.0% | N/A | 0.074% | |
4/19/2024 | Marshall Financial Group LLC | 24,136 | $1.01M | 0.3% | +1.3% | 0.282% | |
4/19/2024 | Accel Wealth Management | 6,125 | $257K | 0.1% | N/A | 0.071% | |
4/18/2024 | Naviter Wealth LLC | 5,250 | $220K | 0.0% | -21.7% | 0.061% | |
4/17/2024 | Foguth Wealth Management LLC. | 103,123 | $4.33M | 2.3% | N/A | 1.203% | |
4/15/2024 | Brookstone Capital Management | 441,180 | $18.52M | 0.3% | -7.2% | 5.148% | |
4/15/2024 | Sunbelt Securities Inc. | 61,272 | $2.57M | 0.3% | +142.7% | 0.715% | |
4/12/2024 | Keystone Wealth Services LLC | 50,096 | $2.10M | 0.7% | +23.9% | 0.585% | |
4/12/2024 | Ignite Planners LLC | 11,163 | $468K | 0.1% | N/A | 0.130% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 11,392 | $478K | 0.2% | +21.2% | 0.133% | |
4/10/2024 | Fragasso Group Inc. | 24,918 | $1.05M | 0.1% | -6.7% | 0.291% | |
4/10/2024 | SOA Wealth Advisors LLC. | 4,186 | $176K | 0.0% | +478.2% | 0.049% | |
4/10/2024 | Signal Advisors Wealth LLC | 103,123 | $4.33M | 1.1% | +12.2% | 1.203% | |
4/5/2024 | NBC Securities Inc. | 6,468 | $271K | 0.0% | +124.8% | 0.075% | |
3/1/2024 | Creekmur Asset Management LLC | 766 | $31K | 0.0% | N/A | 0.009% | |
2/23/2024 | Beacon Financial Group | 13,906 | $554K | 0.1% | -89.8% | 0.162% | |
2/15/2024 | Gallagher Fiduciary Advisors LLC | 100,217 | $3.99M | 0.1% | +3.0% | 1.169% | |
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2/9/2024 | CreativeOne Wealth LLC | 5,075 | $202K | 0.0% | -11.7% | 0.059% | |
2/8/2024 | Savvy Advisors Inc. | 5,191 | $207K | 0.2% | N/A | 0.061% | |
2/8/2024 | Janney Montgomery Scott LLC | 21,389 | $852K | 0.0% | +1.9% | 0.250% | |
2/7/2024 | NBC Securities Inc. | 2,877 | $114K | 0.0% | -28.5% | 0.034% | |
2/5/2024 | Kestra Private Wealth Services LLC | 8,215 | $327K | 0.0% | -9.0% | 0.096% | |
2/2/2024 | Truist Financial Corp | 15,156 | $604K | 0.0% | -5.8% | 0.177% | |
2/2/2024 | Anfield Capital Management LLC | 89,738 | $3.57M | 1.9% | -1.9% | 1.047% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 9,397 | $374K | 0.2% | -2.6% | 0.110% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 810 | $32K | 0.0% | N/A | 0.009% | |
1/25/2024 | HBK Sorce Advisory LLC | 7,878 | $314K | 0.0% | -6.2% | 0.092% | |
1/24/2024 | Arkadios Wealth Advisors | 10,755 | $428K | 0.0% | -15.1% | 0.125% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 67,348 | $2.68M | 0.0% | +2.1% | 0.786% | |
1/16/2024 | Raymond James & Associates | 11,347 | $452K | 0.0% | +6.9% | 0.132% | |
1/16/2024 | CoreCap Advisors LLC | 5,203 | $207K | 0.0% | N/A | 0.061% | |
1/11/2024 | Brookstone Capital Management | 475,332 | $18.93M | 0.4% | -21.2% | 5.546% | |
1/11/2024 | Baker Tilly Wealth Management LLC | 27,375 | $1.09M | 0.2% | -1.5% | 0.319% | |
1/11/2024 | Marshall Financial Group LLC | 23,819 | $949K | 0.3% | -1.1% | 0.278% | |
1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 109,521 | $4.36M | 1.6% | -6.3% | 1.278% | |
12/11/2023 | Sunbelt Securities Inc. | 25,250 | $922K | 0.1% | -1.7% | 0.295% | |
11/4/2023 | NBC Securities Inc. | 4,026 | $146K | 0.0% | N/A | 0.047% | |
10/13/2023 | Arkadios Wealth Advisors | 12,667 | $462K | 0.0% | N/A | 0.148% | |
8/8/2023 | Archer Investment Corp | 10,420 | $388K | 0.1% | -54.9% | 0.123% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 11,451 | $426K | 0.1% | +32.5% | 0.136% | |
7/26/2023 | Janney Montgomery Scott LLC | 20,981 | $780K | 0.0% | -6.9% | 0.248% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,882 | $101K | 0.0% | N/A | 0.033% | |
5/9/2023 | Archer Investment Corp | 23,113 | $806K | 0.3% | -5.3% | 0.267% | |
5/9/2023 | 1776 Wealth LLC | 19,240 | $671K | 0.4% | N/A | 0.222% | |
5/9/2023 | 1ST Source Bank | 5,850 | $204K | 0.0% | N/A | 0.068% | |
5/8/2023 | Blue Bell Private Wealth Management LLC | 8,640 | $301K | 0.1% | +316.2% | 0.100% | |
4/28/2023 | Janney Montgomery Scott LLC | 22,529 | $786K | 0.0% | +11.4% | 0.260% | |
4/28/2023 | Strategic Blueprint LLC | 9,434 | $329K | 0.0% | +10.5% | 0.109% | |
3/6/2023 | OLD Mission Capital LLC | 51,584 | $1.69M | 0.0% | +146.5% | 0.000% | |
2/3/2023 | Blue Bell Private Wealth Management LLC | 2,076 | $68K | 0.0% | N/A | 0.000% | |
1/26/2023 | Strategic Blueprint LLC | 8,537 | $280K | 0.0% | -11.3% | 0.000% | |
1/13/2023 | AdvisorNet Financial Inc | 1,100 | $36K | 0.0% | -26.7% | 0.000% | |
11/23/2022 | FSB Premier Wealth Management Inc. | 18,174 | $554K | 0.3% | -7.1% | 0.000% | |
11/14/2022 | OLD Mission Capital LLC | 20,930 | $639K | 0.0% | -70.2% | 0.000% | |
11/8/2022 | Strategic Blueprint LLC | 9,630 | $294K | 0.0% | +29.6% | 0.000% | |
11/1/2022 | Strategic Asset Management LLC | 12,010 | $367K | 0.6% | +3.4% | 0.000% | |
8/5/2022 | OLD Mission Capital LLC | 70,308 | $2.20M | 0.1% | +213.2% | 0.000% | |
8/3/2022 | Janney Montgomery Scott LLC | 20,484 | $644K | 0.0% | +4.9% | 0.000% | |
8/2/2022 | Triumph Capital Management | 10,696 | $334K | 0.2% | +14.8% | 0.000% | |
8/1/2022 | FSB Premier Wealth Management Inc. | 19,569 | $611K | 0.3% | +3.5% | 0.000% | |
5/12/2022 | Archer Investment Corp | 24,408 | $837K | 0.3% | +146.0% | 0.000% | |
5/5/2022 | 1ST Source Bank | 5,850 | $204K | 0.0% | N/A | 0.000% | |
5/4/2022 | Janney Montgomery Scott LLC | 19,531 | $681K | 0.0% | -21.6% | 0.000% | |
5/4/2022 | S.C. Financial Services Inc. | 6,027 | $210K | 0.3% | N/A | 0.000% | |
5/3/2022 | Triumph Capital Management | 9,316 | $325K | 0.1% | -13.1% | 0.000% | |
5/2/2022 | FSB Premier Wealth Management Inc. | 18,914 | $637K | 0.3% | N/A | 0.000% | |
4/20/2022 | Strategic Asset Management LLC | 11,850 | $413K | 0.6% | +25.5% | 0.000% | |
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4/14/2022 | AdvisorNet Financial Inc | 1,600 | $56K | 0.0% | +23.1% | 0.000% | |
4/14/2022 | FSB Premier Wealth Management Inc. | 18,640 | $650K | 0.3% | N/A | 0.000% | |
2/10/2022 | OLD Mission Capital LLC | 49,282 | $1.68M | 0.1% | +373.8% | 0.000% | |
2/9/2022 | Archer Investment Corp | 9,920 | $338K | 0.1% | -50.0% | 0.000% | |
1/27/2022 | Janney Montgomery Scott LLC | 24,925 | $850K | 0.0% | -79.6% | 0.000% | |
1/26/2022 | Strategic Asset Management LLC | 9,440 | $322K | 0.4% | +8.4% | 0.000% | |
11/12/2021 | OLD Mission Capital LLC | 10,402 | $343K | 0.0% | -64.3% | 0.000% | |
11/4/2021 | Strategic Asset Management LLC | 8,710 | $290K | 0.4% | N/A | 0.000% | |
10/29/2021 | Janney Montgomery Scott LLC | 122,437 | $4.04M | 0.0% | +385.6% | 0.000% | |
8/13/2021 | OLD Mission Capital LLC | 29,126 | $955K | 0.0% | -30.6% | 0.000% | |