5/17/2024 | XML Financial LLC | 12,327 | $847K | 0.1% | +2.3% | 0.070% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 21,480 | $1.48M | 0.0% | +84.8% | 0.122% | |
5/14/2024 | Axxcess Wealth Management LLC | 11,043 | $758K | 0.0% | -12.5% | 0.063% | |
5/14/2024 | CreativeOne Wealth LLC | 12,361 | $849K | 0.0% | +1.3% | 0.070% | |
5/14/2024 | Burns Matteson Capital Management LLC | 10,012 | $688K | 0.4% | +198.0% | 0.057% | |
5/10/2024 | Osaic Holdings Inc. | 436,485 | $29.98M | 0.1% | -9.5% | 2.480% | |
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5/9/2024 | JBR Co Financial Management Inc | 27,280 | $1.87M | 1.5% | -3.5% | 0.155% | |
5/8/2024 | Avantax Advisory Services Inc. | 131,574 | $9.04M | 0.1% | +12.7% | 0.748% | |
5/7/2024 | American Planning Services Inc. | 4,317 | $296K | 0.2% | -11.2% | 0.025% | |
5/7/2024 | Concurrent Investment Advisors LLC | 28,528 | $1.96M | 0.1% | +1.7% | 0.162% | |
5/7/2024 | Oppenheimer & Co. Inc. | 16,031 | $1.10M | 0.0% | +4.8% | 0.091% | |
5/7/2024 | PFG Advisors | 24,801 | $1.70M | 0.1% | -13.7% | 0.141% | |
5/4/2024 | Geneos Wealth Management Inc. | 116,210 | $7.98M | 0.4% | +18.4% | 0.660% | |
5/2/2024 | Magnolia Capital Advisors LLC | 25,757 | $1.71M | 1.4% | -0.7% | 0.147% | |
5/1/2024 | Janney Montgomery Scott LLC | 18,601 | $1.28M | 0.0% | +22.7% | 0.106% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 400 | $27K | 0.0% | N/A | 0.002% | |
5/1/2024 | Stegent Equity Advisors Inc. | 19,833 | $1.36M | 1.4% | +34.7% | 0.113% | |
4/30/2024 | Private Advisor Group LLC | 47,639 | $3.27M | 0.0% | +2.0% | 0.272% | |
4/30/2024 | Arkadios Wealth Advisors | 14,932 | $1.03M | 0.1% | +1.4% | 0.085% | |
4/29/2024 | Commonwealth Equity Services LLC | 200,350 | $13.76M | 0.0% | +10.7% | 1.145% | |
4/29/2024 | PBMares Wealth Management LLC | 3,292 | $226K | 0.1% | N/A | 0.019% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 3,896 | $268K | 0.1% | N/A | 0.022% | |
4/26/2024 | Clear Creek Financial Management LLC | 11,922 | $819K | 0.1% | -43.4% | 0.068% | |
4/26/2024 | MONECO Advisors LLC | 48,085 | $3.30M | 0.5% | +34.3% | 0.275% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 319,729 | $21.96M | 0.1% | +5.4% | 1.827% | |
4/24/2024 | PSI Advisors LLC | 683 | $47K | 0.0% | +114.1% | 0.004% | |
4/23/2024 | Milestone Asset Management LLC | 3,868 | $266K | 0.1% | N/A | 0.022% | |
4/23/2024 | Clarus Group Inc. | 76,181 | $5.23M | 3.7% | -0.8% | 0.435% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 460,802 | $31.65M | 0.0% | -1.8% | 2.633% | |
4/22/2024 | Confluence Wealth Services Inc. | 3,095 | $213K | 0.0% | N/A | 0.018% | |
4/22/2024 | Raymond James & Associates | 296,549 | $20.37M | 0.0% | +2.5% | 1.695% | |
4/19/2024 | New Century Financial Group LLC | 16,624 | $1.14M | 0.8% | +146.9% | 0.095% | |
4/19/2024 | Advisor Resource Council | 18,287 | $1.26M | 0.5% | +41.4% | 0.104% | |
4/16/2024 | Calton & Associates Inc. | 34,193 | $2.35M | 1.1% | -19.2% | 0.195% | |
4/16/2024 | Register Financial Advisors LLC | 855 | $59K | 0.0% | N/A | 0.005% | |
4/16/2024 | Capital Asset Advisory Services LLC | 11,043 | $755K | 0.0% | -12.5% | 0.063% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 61,474 | $4.22M | 0.0% | -11.7% | 0.351% | |
4/15/2024 | Sovereign Financial Group Inc. | 8,839 | $607K | 0.2% | +83.7% | 0.051% | |
4/15/2024 | Brookstone Capital Management | 7,961 | $547K | 0.0% | +23.9% | 0.045% | |
4/12/2024 | Southland Equity Partners LLC | 13,358 | $917K | 0.3% | -2.1% | 0.077% | |
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4/11/2024 | International Assets Investment Management LLC | 3,792 | $261K | 0.0% | -97.5% | 0.022% | |
4/11/2024 | &PARTNERS | 13,818 | $949K | 0.1% | N/A | 0.079% | |
4/10/2024 | EWG Elevate Inc. | 4,936 | $339K | 0.1% | N/A | 0.028% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 11,624 | $771K | 0.0% | -45.9% | 0.068% | |
3/13/2024 | MONECO Advisors LLC | 35,814 | $2.34M | 0.4% | +4.5% | 0.209% | |
2/28/2024 | EP Wealth Advisors LLC | 1,550 | $101K | 0.0% | N/A | 0.009% | |
2/14/2024 | XML Financial LLC | 12,049 | $787K | 0.1% | -18.7% | 0.070% | |
2/13/2024 | Stephens Inc. AR | 91,573 | $5.98M | 0.1% | +1.2% | 0.534% | |
2/12/2024 | Stifel Financial Corp | 346,801 | $22.66M | 0.0% | +1.6% | 2.022% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 75,171 | $4.91M | 0.1% | +19.5% | 0.438% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 303,260 | $19.81M | 0.1% | -6.7% | 1.768% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,640 | $107K | 0.0% | N/A | 0.010% | |
2/9/2024 | UBS Group AG | 275,120 | $17.97M | 0.0% | -4.6% | 1.604% | |
2/8/2024 | Level Four Advisory Services LLC | 102,211 | $6.68M | 0.4% | -4.3% | 0.596% | |
2/8/2024 | Financial Advocates Investment Management | 57,276 | $3.74M | 0.2% | +9.0% | 0.334% | |
2/8/2024 | New Century Financial Group LLC | 6,732 | $440K | 0.4% | N/A | 0.039% | |
2/8/2024 | First Heartland Consultants Inc. | 4,037 | $264K | 0.0% | -11.1% | 0.024% | |
2/8/2024 | Janney Montgomery Scott LLC | 15,154 | $990K | 0.0% | +24.0% | 0.088% | |
2/7/2024 | Avantax Advisory Services Inc. | 116,700 | $7.62M | 0.1% | +629.7% | 0.680% | |
2/7/2024 | One Capital Management LLC | 30,108 | $1.97M | 0.1% | N/A | 0.176% | |
2/7/2024 | Calton & Associates Inc. | 42,319 | $2.77M | 1.1% | +384.6% | 0.247% | |
2/7/2024 | American Planning Services Inc. | 4,862 | $318K | 0.2% | -58.9% | 0.028% | |
2/6/2024 | Sovereign Financial Group Inc. | 4,811 | $314K | 0.1% | N/A | 0.028% | |
2/6/2024 | Lincoln National Corp | 15,065 | $984K | 0.0% | +12.0% | 0.088% | |
2/6/2024 | Private Advisor Group LLC | 46,697 | $3.05M | 0.0% | +0.9% | 0.272% | |
2/6/2024 | Axxcess Wealth Management LLC | 12,616 | $824K | 0.0% | +2.5% | 0.074% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 4,099 | $268K | 0.0% | -29.5% | 0.024% | |
2/5/2024 | Oder Investment Management LLC | 10,880 | $711K | 0.7% | -2.2% | 0.063% | |
2/5/2024 | MONECO Advisors LLC | 35,814 | $2.34M | 0.4% | +4.5% | 0.209% | |
2/5/2024 | Stegent Equity Advisors Inc. | 14,725 | $962K | 1.1% | N/A | 0.086% | |
2/5/2024 | Kestra Private Wealth Services LLC | 25,097 | $1.64M | 0.0% | +63.5% | 0.146% | |
2/5/2024 | Silver Oak Securities Incorporated | 3,138 | $205K | 0.0% | N/A | 0.018% | |
2/2/2024 | ODonnell Financial Services LLC | 178,897 | $11.69M | 5.9% | N/A | 1.043% | |
2/2/2024 | Truist Financial Corp | 95,074 | $6.21M | 0.0% | -0.6% | 0.554% | |
2/2/2024 | Atria Wealth Solutions Inc. | 83,014 | $5.48M | 0.1% | +1.2% | 0.484% | |
2/2/2024 | Magnolia Capital Advisors LLC | 25,941 | $1.73M | 1.3% | -3.1% | 0.151% | |
2/1/2024 | Gimbal Financial | 24,096 | $1.57M | 1.6% | N/A | 0.141% | |
2/1/2024 | Sigma Planning Corp | 5,951 | $389K | 0.0% | -56.2% | 0.035% | |
2/1/2024 | CWM LLC | 31,616 | $2.07M | 0.0% | -1.7% | 0.185% | |
1/31/2024 | J.W. Cole Advisors Inc. | 8,499 | $555K | 0.0% | +2.4% | 0.050% | |
1/31/2024 | Western Wealth Management LLC | 41,877 | $2.74M | 0.2% | -0.5% | 0.246% | |
1/29/2024 | Clarus Group Inc. | 76,801 | $5.02M | 3.8% | +4.4% | 0.450% | |
1/26/2024 | Geneos Wealth Management Inc. | 98,175 | $6.41M | 0.3% | +0.6% | 0.579% | |
1/25/2024 | International Assets Investment Management LLC | 150,726 | $9.85M | 0.0% | N/A | 0.889% | |
1/24/2024 | Legacy Trust | 6,683 | $437K | 0.1% | +45.8% | 0.039% | |
1/24/2024 | Arkadios Wealth Advisors | 14,724 | $962K | 0.1% | -1.1% | 0.087% | |
1/24/2024 | International Assets Investment Management LLC | 150,726 | $9.85M | 0.0% | N/A | 0.889% | |
1/24/2024 | Tempus Wealth Planning LLC | 6,126 | $400K | 0.2% | +9.9% | 0.036% | |
1/24/2024 | Private Trust Co. NA | 7,048 | $460K | 0.1% | +222.0% | 0.042% | |
1/24/2024 | Clear Creek Financial Management LLC | 21,082 | $1.38M | 0.2% | -25.2% | 0.124% | |
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1/22/2024 | Financial Management Network Inc. | 8,890 | $572K | 0.2% | N/A | 0.052% | |
1/22/2024 | Zimmermann Investment Management & Planning LLC | 90,204 | $5.89M | 2.4% | +39.4% | 0.532% | |
1/19/2024 | PFG Advisors | 28,722 | $1.88M | 0.2% | +61.2% | 0.169% | |
1/16/2024 | Pacer Advisors Inc. | 159,072 | $10.39M | 0.0% | -5.4% | 0.938% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 469,257 | $30.66M | 0.0% | -12.8% | 2.768% | |
1/16/2024 | Raymond James & Associates | 289,208 | $18.89M | 0.0% | -2.2% | 1.706% | |
1/12/2024 | GPS Wealth Strategies Group LLC | 7,874 | $514K | 0.1% | -5.6% | 0.046% | |
1/12/2024 | Burns Matteson Capital Management LLC | 3,360 | $220K | 0.1% | N/A | 0.020% | |
1/12/2024 | Advisor Resource Council | 12,934 | $845K | 0.1% | -22.8% | 0.076% | |
1/11/2024 | Brookstone Capital Management | 6,423 | $420K | 0.0% | +50.1% | 0.038% | |