5/16/2024 | Jane Street Group LLC | 142,081 | $5.03M | 0.0% | +1,244.4% | 0.710% | |
5/16/2024 | Sugar Maple Asset Management LLC | 20,018 | $708K | 0.7% | N/A | 0.100% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 9,036 | $320K | 0.0% | +21.5% | 0.045% | |
5/15/2024 | Kestra Advisory Services LLC | 428,939 | $15.18M | 0.1% | +129.4% | 2.069% | |
5/14/2024 | First Commonwealth Financial Corp PA | 27,477 | $972K | 0.3% | +14.6% | 0.133% | |
5/14/2024 | Axxcess Wealth Management LLC | 15,050 | $532K | 0.0% | -26.3% | 0.073% | |
|
5/14/2024 | InterOcean Capital Group LLC | 206,834 | $7.32M | 0.2% | -47.0% | 0.998% | |
5/10/2024 | Osaic Holdings Inc. | 756,579 | $26.77M | 0.1% | -33.2% | 3.650% | |
5/10/2024 | Alera Investment Advisors LLC | 10,774 | $381K | 0.1% | -18.5% | 0.052% | |
5/9/2024 | Corrado Advisors LLC | 112,390 | $3.98M | 2.6% | -2.7% | 0.542% | |
5/9/2024 | Blair William & Co. IL | 455,176 | $16.10M | 0.1% | -1.7% | 2.196% | |
5/9/2024 | Kingsview Wealth Management LLC | 13,248 | $469K | 0.0% | -4.5% | 0.064% | |
5/9/2024 | Stuart Chaussee & Associates Inc. | 17,695 | $626K | 0.2% | -6.5% | 0.085% | |
5/9/2024 | Koshinski Asset Management Inc. | 13,971 | $494K | 0.1% | -26.2% | 0.067% | |
5/7/2024 | Capital Square LLC | 16,712 | $591K | 0.4% | N/A | 0.081% | |
5/7/2024 | BCGM Wealth Management LLC | 33,663 | $1.19M | 0.4% | -5.3% | 0.162% | |
5/7/2024 | WealthPLAN Partners LLC | 11,187 | $396K | 0.0% | -84.4% | 0.054% | |
5/7/2024 | Pillar Wealth Advisors LLC | 30,200 | $1.07M | 0.8% | -54.3% | 0.146% | |
5/6/2024 | Gill Capital Partners LLC | 131,247 | $4.57M | 1.8% | -4.3% | 0.633% | |
5/6/2024 | Advisory Alpha LLC | 114,051 | $4.04M | 0.2% | -0.5% | 0.550% | |
5/3/2024 | Catalina Capital Group LLC | 67,213 | $2.38M | 1.0% | -48.3% | 0.324% | |
5/2/2024 | Lincoln National Corp | 148,211 | $5.24M | 0.1% | -15.2% | 0.715% | |
5/2/2024 | Crown Wealth Group LLC | 17,368 | $614K | 0.3% | -21.5% | 0.084% | |
5/1/2024 | Janney Montgomery Scott LLC | 357,659 | $12.65M | 0.0% | +253.4% | 1.725% | |
5/1/2024 | Ascent Wealth Partners LLC | 493,210 | $17.45M | 2.6% | -1.6% | 2.379% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 76,568 | $2.71M | 0.6% | -7.0% | 0.369% | |
4/30/2024 | J.W. Cole Advisors Inc. | 8,680 | $307K | 0.0% | -3.2% | 0.042% | |
4/30/2024 | Strategic Wealth Partners Group LLC | 175,641 | $6.21M | 0.7% | -5.4% | 0.847% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 20,600 | $729K | 0.3% | -17.9% | 0.099% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,048,068 | $37.08M | 0.1% | -2.9% | 5.056% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 35,819 | $1.27M | 0.0% | -21.7% | 0.173% | |
4/29/2024 | Castle Wealth Management LLC | 6,321 | $224K | 0.1% | -64.0% | 0.030% | |
4/25/2024 | Capital Investment Advisory Services LLC | 113,897 | $4.03M | 0.4% | -1.2% | 0.507% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 215,480 | $7.62M | 0.0% | -15.4% | 0.960% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 16,410 | $581K | 0.4% | -37.9% | 0.073% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 18,792 | $665K | 0.1% | -2.6% | 0.084% | |
4/23/2024 | Milestone Asset Management LLC | 19,237 | $681K | 0.2% | -6.6% | 0.086% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 33,663 | $1.19M | 0.1% | -2.0% | 0.150% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 7,083 | $251K | 0.0% | -6.2% | 0.032% | |
4/23/2024 | Strategic Blueprint LLC | 33,252 | $1.18M | 0.1% | -15.3% | 0.148% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 228,261 | $8.08M | 0.0% | -2.5% | 1.017% | |
4/22/2024 | Altfest L J & Co. Inc. | 19,521 | $691K | 0.1% | -3.4% | 0.087% | |
4/22/2024 | Outlook Wealth Advisors LLC | 22,504 | $796K | 0.2% | -76.0% | 0.100% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 60,849 | $2.15M | 0.1% | -5.4% | 0.271% | |
4/19/2024 | KFG Wealth Management LLC | 125,763 | $4.45M | 1.8% | -3.3% | 0.560% | |
4/16/2024 | Weaver Consulting Group | 25,109 | $888K | 0.3% | -1.6% | 0.112% | |
4/16/2024 | Transform Wealth LLC | 8,333 | $295K | 0.0% | -94.3% | 0.037% | |
4/16/2024 | Maltin Wealth Management Inc. | 37,720 | $1.34M | 0.8% | +8.5% | 0.168% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 180,038 | $6.37M | 0.0% | +6.3% | 0.802% | |
4/15/2024 | Brookstone Capital Management | 1,115,666 | $39.47M | 0.7% | -13.0% | 4.970% | |
4/13/2024 | Retirement Planning Group LLC | 22,766 | $805K | 0.1% | -8.4% | 0.101% | |
4/12/2024 | Keystone Wealth Services LLC | 97,895 | $3.46M | 1.1% | -8.1% | 0.436% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 75,636 | $2.68M | 1.2% | -5.1% | 0.337% | |
4/11/2024 | Optimum Investment Advisors | 2,000 | $71K | 0.0% | -50.0% | 0.009% | |
4/11/2024 | RFG Advisory LLC | 55,096 | $1.95M | 0.1% | +126.3% | 0.300% | |
4/10/2024 | BCS Wealth Management | 58,823 | $2.08M | 0.7% | -8.8% | 0.321% | |
4/10/2024 | Schulz Wealth LTD. | 26,780 | $947K | 0.8% | -3.9% | 0.146% | |
4/2/2024 | McAlister Sweet & Associates Inc. | 60,802 | $2.15M | 1.7% | +17.0% | 0.331% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 7,436 | $248K | 0.0% | -17.7% | 0.041% | |
3/6/2024 | SageView Advisory Group LLC | 911,786 | $30.43M | 1.1% | +3,207.4% | 4.969% | |
2/23/2024 | Chicago Partners Investment Group LLC | 19,588 | $663K | 0.0% | +101.0% | 0.107% | |
2/14/2024 | Cresset Asset Management LLC | 448,496 | $14.97M | 0.1% | -9.7% | 2.444% | |
2/14/2024 | Personal CFO Solutions LLC | 517,873 | $17.28M | 3.0% | -0.5% | 2.822% | |
2/13/2024 | Cetera Advisor Networks LLC | 213,345 | $7.12M | 0.0% | +2.0% | 1.163% | |
2/13/2024 | Belpointe Asset Management LLC | 148,846 | $4.97M | 0.4% | -1.4% | 0.811% | |
2/12/2024 | Schulz Wealth LTD. | 27,865 | $930K | 0.9% | N/A | 0.152% | |
2/12/2024 | Focus Financial Network Inc. ADV | 31,188 | $1.04M | 0.0% | N/A | 0.170% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 260,266 | $8.69M | 0.1% | +1.0% | 1.418% | |
2/12/2024 | Evermay Wealth Management LLC | 49,700 | $1.66M | 0.3% | -29.1% | 0.271% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 34,361 | $1.15M | 0.1% | +23.7% | 0.187% | |
2/9/2024 | Advisory Services Network LLC | 5,761 | $192K | 0.0% | N/A | 0.031% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 254,577 | $8.50M | 0.0% | +6.4% | 1.387% | |
2/9/2024 | InterOcean Capital Group LLC | 390,416 | $13.03M | 0.4% | +4.2% | 2.128% | |
2/9/2024 | Certified Advisory Corp | 22,036 | $735K | 0.1% | +5.2% | 0.120% | |
2/9/2024 | CreativeOne Wealth LLC | 21,864 | $730K | 0.0% | N/A | 0.119% | |
2/8/2024 | Level Four Advisory Services LLC | 22,605 | $754K | 0.0% | -22.5% | 0.123% | |
2/8/2024 | Kingsview Wealth Management LLC | 13,867 | $463K | 0.0% | -8.5% | 0.076% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 12,641 | $422K | 0.0% | -9.3% | 0.069% | |
2/8/2024 | Beacon Pointe Advisors LLC | 199,444 | $6.66M | 0.1% | -12.0% | 1.087% | |
2/8/2024 | Foundations Investment Advisors LLC | 22,479 | $764K | 0.0% | -60.7% | 0.123% | |
2/8/2024 | Janney Montgomery Scott LLC | 101,214 | $3.38M | 0.0% | -9.6% | 0.552% | |
2/7/2024 | Avantax Advisory Services Inc. | 40,459 | $1.35M | 0.0% | -25.3% | 0.220% | |
2/7/2024 | Principal Securities Inc. | 13,110 | $437K | 0.0% | N/A | 0.071% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 25,090 | $837K | 0.4% | +14.9% | 0.137% | |
2/6/2024 | Lincoln National Corp | 174,849 | $5.84M | 0.1% | +11.0% | 0.953% | |
2/6/2024 | Spire Wealth Management | 16,824 | $567K | 0.0% | -7.2% | 0.092% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 8,747 | $292K | 0.0% | -27.6% | 0.048% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 45,763 | $1.53M | 0.0% | +43.0% | 0.249% | |
2/6/2024 | Commonwealth Equity Services LLC | 1,079,293 | $36.02M | 0.1% | -1.7% | 5.882% | |
2/6/2024 | Orion Capital Management LLC | 40,035 | $1.34M | 0.8% | -6.3% | 0.218% | |
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2/5/2024 | Triumph Capital Management | 7,958 | $266K | 0.1% | N/A | 0.043% | |
2/5/2024 | Pillar Wealth Advisors LLC | 66,042 | $2.20M | 1.7% | -0.9% | 0.360% | |
2/5/2024 | Silver Oak Securities Incorporated | 10,450 | $349K | 0.0% | N/A | 0.057% | |
2/2/2024 | Stuart Chaussee & Associates Inc. | 18,935 | $632K | 0.2% | N/A | 0.103% | |
2/2/2024 | Truist Financial Corp | 257,083 | $8.58M | 0.0% | +4.6% | 1.401% | |
2/2/2024 | Atria Wealth Solutions Inc. | 91,121 | $3.04M | 0.0% | -8.4% | 0.497% | |
2/1/2024 | Corrado Advisors LLC | 115,531 | $3.86M | 3.2% | -3.2% | 0.630% | |
2/1/2024 | Capital Investment Advisory Services LLC | 115,302 | $3.85M | 0.4% | +19,442.7% | 0.628% | |
2/1/2024 | Sigma Planning Corp | 43,135 | $1.44M | 0.1% | +17.6% | 0.235% | |
2/1/2024 | CRA Financial Services LLC | 58,541 | $1.95M | 0.5% | -29.8% | 0.319% | |