5/16/2024 | B. Riley Wealth Advisors Inc. | 6,246 | $267K | 0.0% | +11.1% | 0.017% | |
5/16/2024 | Ancora Advisors LLC | 318,289 | $13.63M | 0.3% | +2.5% | 0.885% | |
5/16/2024 | Oxford Wealth Group LLC | 25,436 | $1.09M | 1.0% | N/A | 0.071% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 243,006 | $10.40M | 5.0% | -16.0% | 0.676% | |
5/13/2024 | Ameritas Investment Partners Inc. | 16,782 | $718K | 0.0% | +7.1% | 0.047% | |
5/10/2024 | Osaic Holdings Inc. | 774,945 | $33.18M | 0.1% | -17.7% | 2.154% | |
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5/9/2024 | Kingsview Wealth Management LLC | 4,731 | $203K | 0.0% | -55.4% | 0.013% | |
5/8/2024 | Avantax Advisory Services Inc. | 61,673 | $2.64M | 0.0% | -39.0% | 0.171% | |
5/8/2024 | US Bancorp DE | 23,063 | $987K | 0.0% | +2.2% | 0.064% | |
5/8/2024 | Thoroughbred Financial Services LLC | 50,941 | $2.18M | 0.2% | -14.6% | 0.142% | |
5/7/2024 | LPF Advisors LLC | 11,605 | $497K | 0.5% | +5.2% | 0.032% | |
5/4/2024 | Geneos Wealth Management Inc. | 13,638 | $584K | 0.0% | -7.1% | 0.038% | |
5/4/2024 | WBI Investments LLC | 5,971 | $256K | 0.1% | -68.1% | 0.017% | |
5/2/2024 | USAdvisors Wealth Management LLC | 5,348 | $228K | 0.1% | -90.7% | 0.015% | |
5/2/2024 | FinTrust Capital Advisors LLC | 840 | $36K | 0.0% | -80.7% | 0.002% | |
5/2/2024 | Consolidated Planning Corp | 210,389 | $9.01M | 1.5% | +3.9% | 0.585% | |
5/2/2024 | Choreo LLC | 7,707 | $330K | 0.0% | -4.9% | 0.021% | |
5/1/2024 | Janney Montgomery Scott LLC | 26,698 | $1.14M | 0.0% | +20.3% | 0.074% | |
4/30/2024 | Private Advisor Group LLC | 588,522 | $25.20M | 0.2% | +43.8% | 1.625% | |
4/30/2024 | SpiderRock Advisors LLC | 11,196 | $453K | 0.0% | N/A | 0.031% | |
4/29/2024 | Commonwealth Equity Services LLC | 841,467 | $36.02M | 0.1% | -29.2% | 2.323% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 77,923 | $3.15M | 0.6% | -70.2% | 0.215% | |
4/26/2024 | MONECO Advisors LLC | 50,623 | $2.17M | 0.4% | +92.3% | 0.140% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 156,025 | $6.68M | 0.0% | -9.0% | 0.431% | |
4/23/2024 | Global Retirement Partners LLC | 16,102 | $689K | 0.0% | +35.5% | 0.044% | |
4/23/2024 | Swisher Financial Concepts Inc. | 97,454 | $3.96M | 3.4% | +5.7% | 0.269% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 15,243 | $653K | 0.1% | -35.7% | 0.042% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,335,621 | $57.18M | 0.1% | +6.1% | 3.688% | |
4/22/2024 | Raymond James & Associates | 243,011 | $10.40M | 0.0% | -2.0% | 0.671% | |
4/19/2024 | Valley National Advisers Inc. | 1,458 | $62K | 0.0% | N/A | 0.004% | |
4/19/2024 | WFA Asset Management Corp | 315,667 | $13.51M | 7.1% | -5.0% | 0.872% | |
4/17/2024 | Founders Financial Securities LLC | 19,114 | $818K | 0.1% | -15.8% | 0.053% | |
4/17/2024 | Guidance Capital Inc. | 12,140 | $482K | 0.2% | +95.4% | 0.034% | |
4/17/2024 | Vicus Capital | 44,132 | $1.89M | 0.2% | -52.2% | 0.122% | |
4/16/2024 | Opinicus Capital Inc. | 36,302 | $1.55M | 1.4% | +14.3% | 0.100% | |
4/16/2024 | Bridge Advisory LLC | 19,196 | $822K | 0.4% | -29.6% | 0.053% | |
4/16/2024 | Calton & Associates Inc. | 7,989 | $342K | 0.2% | -31.3% | 0.022% | |
4/16/2024 | Register Financial Advisors LLC | 2,217 | $95K | 0.0% | N/A | 0.006% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 46,738 | $2.00M | 0.0% | -0.6% | 0.129% | |
4/12/2024 | Fermata Advisors LLC | 70,102 | $3.00M | 0.7% | -18.9% | 0.202% | |
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4/11/2024 | Hyperion Partners LLC | 314,777 | $13.48M | 9.9% | +3.8% | 0.909% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 5,623 | $233K | 0.0% | -10.0% | 0.016% | |
3/13/2024 | MONECO Advisors LLC | 26,327 | $1.09M | 0.2% | +32.1% | 0.076% | |
3/8/2024 | ICA Group Wealth Management LLC | 6,696 | $277K | 0.1% | -92.5% | 0.019% | |
3/5/2024 | Fisher Asset Management LLC | 5,888 | $244K | 0.0% | N/A | 0.017% | |
2/28/2024 | EP Wealth Advisors LLC | 5,184 | $215K | 0.0% | N/A | 0.015% | |
2/26/2024 | Centaurus Financial Inc. | 16,883 | $699K | 0.1% | -7.5% | 0.049% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 289,432 | $11.99M | 10.4% | N/A | 0.836% | |
2/14/2024 | Connectus Wealth LLC | 56,304 | $2.33M | 0.0% | -72.9% | 0.163% | |
2/13/2024 | Cetera Advisor Networks LLC | 198,835 | $8.24M | 0.0% | +0.7% | 0.574% | |
2/12/2024 | Focus Financial Network Inc. ADV | 7,487 | $310K | 0.0% | N/A | 0.022% | |
2/12/2024 | Stifel Financial Corp | 306,358 | $12.69M | 0.0% | -11.9% | 0.884% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 134,354 | $5.57M | 0.1% | +275.4% | 0.388% | |
2/12/2024 | Parallel Advisors LLC | 825 | $34K | 0.0% | N/A | 0.002% | |
2/12/2024 | Hilltop Holdings Inc. | 11,909 | $493K | 0.1% | -5.4% | 0.034% | |
2/9/2024 | US Bancorp DE | 22,557 | $935K | 0.0% | +6.5% | 0.065% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 171,376 | $7.10M | 0.0% | +26.6% | 0.495% | |
2/9/2024 | WBI Investments LLC | 18,742 | $776K | 0.2% | -4.0% | 0.054% | |
2/9/2024 | Tidemark LLC | 21,037 | $872K | 0.5% | N/A | 0.061% | |
2/9/2024 | Crewe Advisors LLC | 2,680 | $111K | 0.0% | N/A | 0.008% | |
2/9/2024 | Wells Fargo & Company MN | 651,273 | $26.98M | 0.0% | +22.9% | 1.880% | |
2/9/2024 | Thoroughbred Financial Services LLC | 59,620 | $2.47M | 0.2% | +12.3% | 0.172% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 69,713 | $2.89M | 0.2% | -16.0% | 0.201% | |
2/9/2024 | UBS Group AG | 518,676 | $21.49M | 0.0% | +0.8% | 1.497% | |
2/8/2024 | Brown Advisory Inc. | 11,166 | $463K | 0.0% | +3.6% | 0.032% | |
2/8/2024 | Financial Advocates Investment Management | 41,367 | $1.71M | 0.1% | +1.7% | 0.119% | |
2/8/2024 | First Heartland Consultants Inc. | 6,306 | $261K | 0.0% | -17.6% | 0.018% | |
2/8/2024 | Kingsview Wealth Management LLC | 10,609 | $440K | 0.0% | +14.4% | 0.031% | |
2/8/2024 | Wade G W & Inc. | 214,411 | $8.88M | 0.3% | +0.4% | 0.619% | |
2/8/2024 | Foundations Investment Advisors LLC | 22,714 | $918K | 0.0% | N/A | 0.066% | |
2/8/2024 | Janney Montgomery Scott LLC | 22,186 | $919K | 0.0% | -5.4% | 0.064% | |
2/7/2024 | Avantax Advisory Services Inc. | 101,154 | $4.19M | 0.0% | +10.3% | 0.292% | |
2/7/2024 | Calton & Associates Inc. | 11,625 | $482K | 0.2% | +61.3% | 0.034% | |
2/7/2024 | Principal Securities Inc. | 20,436 | $847K | 0.0% | N/A | 0.059% | |
2/6/2024 | Private Advisor Group LLC | 409,260 | $16.96M | 0.1% | -1.5% | 1.181% | |
2/6/2024 | 9258 Wealth Management LLC | 5,343 | $221K | 0.0% | N/A | 0.015% | |
2/6/2024 | Commonwealth Equity Services LLC | 1,187,975 | $49.22M | 0.1% | -1.8% | 3.429% | |
2/6/2024 | Fisher Asset Management LLC | 6,131 | $254K | 0.0% | N/A | 0.018% | |
2/6/2024 | Great Valley Advisor Group Inc. | 29,261 | $1.21M | 0.0% | +22.7% | 0.084% | |
2/5/2024 | MONECO Advisors LLC | 26,327 | $1.09M | 0.2% | +32.1% | 0.076% | |
2/5/2024 | Opinicus Capital Inc. | 31,769 | $1.32M | 1.3% | N/A | 0.092% | |
2/5/2024 | Consolidated Planning Corp | 202,464 | $8.39M | 1.6% | -23.2% | 0.584% | |
2/2/2024 | Truist Financial Corp | 45,617 | $1.89M | 0.0% | +6.1% | 0.132% | |
2/2/2024 | Atria Wealth Solutions Inc. | 6,796 | $282K | 0.0% | +6.8% | 0.020% | |
2/1/2024 | Masso Torrence Wealth Management Inc. | 5,220 | $216K | 0.1% | -91.4% | 0.015% | |
2/1/2024 | Sigma Planning Corp | 27,957 | $1.16M | 0.1% | -58.8% | 0.081% | |
2/1/2024 | Vicus Capital | 92,354 | $3.83M | 0.4% | +110.5% | 0.267% | |
2/1/2024 | WFA Asset Management Corp | 332,439 | $13.77M | 7.5% | +3.6% | 0.960% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 261,719 | $10.84M | 2.2% | +74.1% | 0.756% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 810 | $34K | 0.0% | N/A | 0.002% | |
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1/31/2024 | Western Wealth Management LLC | 29,402 | $1.22M | 0.1% | +2.5% | 0.085% | |
1/29/2024 | Adamsbrown Wealth Consultants LLC | 14,164 | $587K | 0.3% | +33.5% | 0.041% | |
1/29/2024 | Fusion Family Wealth LLC | 1,210,235 | $50.14M | 5.7% | +0.6% | 3.494% | |
1/26/2024 | Cerity Partners LLC | 13,282 | $550K | 0.0% | +7.0% | 0.038% | |
1/26/2024 | Geneos Wealth Management Inc. | 14,683 | $608K | 0.0% | -19.6% | 0.042% | |
1/24/2024 | Stratos Wealth Partners LTD. | 53,898 | $2.23M | 0.0% | -4.8% | 0.156% | |
1/24/2024 | International Assets Investment Management LLC | 5,096 | $211K | 0.0% | N/A | 0.015% | |
1/24/2024 | Tsfg LLC | 10,513 | $436K | 0.1% | +37.4% | 0.030% | |
1/19/2024 | Fermata Advisors LLC | 86,399 | $3.58M | 0.9% | -2.5% | 0.249% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 10,538 | $437K | 0.1% | +54.8% | 0.030% | |