5/8/2024 | Cozad Asset Management Inc. | 18,717 | $649K | 0.1% | +3.9% | 0.033% | |
5/8/2024 | Avantax Advisory Services Inc. | 219,928 | $7.63M | 0.1% | +3.3% | 0.392% | |
5/7/2024 | WNY Asset Management LLC | 22,165 | $769K | 0.1% | +5.5% | 0.040% | |
5/7/2024 | Concurrent Investment Advisors LLC | 42,622 | $1.48M | 0.1% | +34.1% | 0.076% | |
5/7/2024 | Oppenheimer & Co. Inc. | 18,875 | $655K | 0.0% | N/A | 0.034% | |
5/7/2024 | PFG Advisors | 19,871 | $690K | 0.1% | +22.0% | 0.035% | |
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5/4/2024 | Geneos Wealth Management Inc. | 21,857 | $758K | 0.0% | +10.9% | 0.039% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 14,021 | $487K | 0.2% | N/A | 0.025% | |
5/1/2024 | Janney Montgomery Scott LLC | 561,361 | $19.48M | 0.1% | +26.3% | 1.001% | |
4/30/2024 | Private Advisor Group LLC | 114,998 | $3.99M | 0.0% | -18.6% | 0.205% | |
4/30/2024 | J.W. Cole Advisors Inc. | 167,949 | $5.83M | 0.3% | -0.3% | 0.299% | |
4/29/2024 | Commonwealth Equity Services LLC | 444,520 | $15.43M | 0.0% | -5.9% | 0.792% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 35,204 | $1.22M | 0.0% | -4.6% | 0.063% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 5,906 | $205K | 0.0% | N/A | 0.011% | |
4/26/2024 | Clear Creek Financial Management LLC | 21,394 | $742K | 0.1% | +28.1% | 0.038% | |
4/26/2024 | Bogart Wealth LLC | 6,169 | $214K | 0.0% | +34.8% | 0.011% | |
4/25/2024 | TRUE Private Wealth Advisors | 15,079 | $523K | 0.1% | -3.8% | 0.027% | |
4/25/2024 | Triumph Capital Management | 6,108 | $212K | 0.1% | N/A | 0.011% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 963,021 | $33.42M | 0.1% | -7.7% | 1.717% | |
4/24/2024 | Simplicity Wealth LLC | 26,982 | $936K | 0.0% | N/A | 0.048% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,045,606 | $36.28M | 0.1% | -4.5% | 1.864% | |
4/22/2024 | Strategic Financial Concepts LLC | 87,185 | $3.03M | 0.7% | +32.9% | 0.155% | |
4/22/2024 | HF Advisory Group LLC | 8,913 | $309K | 0.2% | +4.8% | 0.016% | |
4/22/2024 | Financial Management Network Inc. | 449,818 | $15.59M | 3.9% | +5.0% | 0.802% | |
4/22/2024 | Raymond James & Associates | 426,048 | $14.78M | 0.0% | +6.3% | 0.759% | |
4/19/2024 | New Century Financial Group LLC | 6,032 | $209K | 0.1% | N/A | 0.012% | |
4/18/2024 | SeaCrest Wealth Management LLC | 16,280 | $565K | 0.1% | -9.0% | 0.033% | |
4/18/2024 | Sharkey Howes & Javer | 318,231 | $11.04M | 1.8% | -52.7% | 0.653% | |
4/18/2024 | Aviance Capital Partners LLC | 28,623 | $993K | 0.1% | +11.5% | 0.059% | |
4/16/2024 | Searcy Financial Services Inc. ADV | 34,975 | $1.21M | 0.6% | +4.7% | 0.072% | |
4/16/2024 | Calton & Associates Inc. | 12,741 | $442K | 0.2% | -87.0% | 0.026% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 27,971 | $971K | 0.0% | -64.9% | 0.057% | |
4/15/2024 | IAM Advisory LLC | 285,989 | $9.92M | 2.7% | +1.7% | 0.587% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 7,516 | $261K | 0.0% | -8.4% | 0.015% | |
4/12/2024 | Fermata Advisors LLC | 340,839 | $11.83M | 2.7% | -5.1% | 0.699% | |
4/12/2024 | Lane & Associates LLC | 20,264 | $703K | 0.4% | +20.2% | 0.042% | |
4/12/2024 | High Net Worth Advisory Group LLC | 13,267 | $460K | 0.1% | +57.6% | 0.027% | |
4/11/2024 | Opal Wealth Advisors LLC | 13,545 | $470K | 0.2% | +16.2% | 0.028% | |
4/11/2024 | Cooper Financial Group | 9,356 | $325K | 0.1% | -57.8% | 0.019% | |
4/11/2024 | International Assets Investment Management LLC | 59,201 | $2.05M | 0.1% | +61.3% | 0.121% | |
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4/11/2024 | RFG Advisory LLC | 17,580 | $610K | 0.0% | +7.2% | 0.036% | |
4/10/2024 | Park Avenue Securities LLC | 8,848 | $307K | 0.0% | -17.5% | 0.018% | |
4/10/2024 | EWG Elevate Inc. | 39,729 | $1.38M | 0.5% | N/A | 0.081% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,759 | $95K | 0.0% | N/A | 0.006% | |
3/6/2024 | SageView Advisory Group LLC | 23,900 | $813K | 0.0% | +17.0% | 0.049% | |
2/21/2024 | WNY Asset Management LLC | 21,000 | $720K | 0.1% | +44.0% | 0.043% | |
2/20/2024 | Able Wealth Management LLC | 735 | $25K | 0.0% | N/A | 0.002% | |
2/15/2024 | OLD Mission Capital LLC | 469,789 | $16.10M | 0.3% | +37.3% | 0.964% | |
2/15/2024 | Comerica Bank | 31,510 | $1.08M | 0.0% | +28.0% | 0.065% | |
2/13/2024 | Stephens Inc. AR | 47,256 | $1.62M | 0.0% | +0.7% | 0.097% | |
2/13/2024 | Cetera Advisor Networks LLC | 173,530 | $5.95M | 0.0% | +8.1% | 0.356% | |
2/13/2024 | Belpointe Asset Management LLC | 54,001 | $1.85M | 0.2% | -2.9% | 0.111% | |
2/13/2024 | Laurel Wealth Advisors LLC | 55,214 | $1.89M | 0.4% | +11.1% | 0.113% | |
2/13/2024 | Jones Financial Companies Lllp | 21,852 | $749K | 0.0% | N/A | 0.045% | |
2/12/2024 | Atlas Financial Advisors Inc. | 42,683 | $1.46M | 2.4% | -48.7% | 0.088% | |
2/12/2024 | Stifel Financial Corp | 545,677 | $18.70M | 0.0% | +3.5% | 1.119% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 16,904 | $579K | 0.0% | +8.2% | 0.035% | |
2/9/2024 | Founders Financial Alliance LLC | 69,665 | $2.39M | 0.9% | -1.8% | 0.143% | |
2/9/2024 | Advisory Services Network LLC | 5,910 | $203K | 0.0% | -16.8% | 0.012% | |
2/9/2024 | Orion Portfolio Solutions LLC | 183,093 | $6.34M | 0.1% | +65.3% | 0.376% | |
2/9/2024 | SageView Advisory Group LLC | 23,900 | $813K | 0.0% | +17.0% | 0.049% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 1,042,852 | $35.74M | 0.2% | -3.8% | 2.139% | |
2/9/2024 | EverSource Wealth Advisors LLC | 20,703 | $710K | 0.1% | +10.0% | 0.042% | |
2/9/2024 | D.A. Davidson & CO. | 12,785 | $438K | 0.0% | -28.4% | 0.026% | |
2/9/2024 | Wells Fargo & Company MN | 1,803,598 | $61.81M | 0.0% | -25.6% | 3.700% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 37,183 | $1.27M | 0.1% | +19.5% | 0.076% | |
2/9/2024 | UBS Group AG | 1,046,267 | $35.86M | 0.0% | +2.2% | 2.146% | |
2/8/2024 | MY Wealth Management Inc. | 145,322 | $4.98M | 4.7% | +1.3% | 0.298% | |
2/8/2024 | Financial Advocates Investment Management | 29,747 | $1.02M | 0.1% | -1.0% | 0.061% | |
2/8/2024 | Cosner Financial Group LLC | 22,660 | $777K | 0.7% | N/A | 0.046% | |
2/8/2024 | Janney Montgomery Scott LLC | 444,460 | $15.23M | 0.0% | +189.8% | 0.912% | |
2/7/2024 | Avantax Advisory Services Inc. | 212,905 | $7.30M | 0.1% | +147.5% | 0.437% | |
2/7/2024 | Calton & Associates Inc. | 97,925 | $3.36M | 1.4% | -16.2% | 0.201% | |
2/7/2024 | Principal Securities Inc. | 790 | $27K | 0.0% | N/A | 0.002% | |
2/6/2024 | Aviance Capital Partners LLC | 25,681 | $880K | 0.2% | +49.1% | 0.053% | |
2/6/2024 | Lincoln National Corp | 18,200 | $624K | 0.0% | -23.3% | 0.037% | |
2/6/2024 | Private Advisor Group LLC | 141,319 | $4.84M | 0.0% | -1.9% | 0.290% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 22,832 | $782K | 0.0% | +13.6% | 0.047% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 33,540 | $1.15M | 0.0% | -8.5% | 0.069% | |
2/6/2024 | Coulter & Justus Financial Services LLC | 165,523 | $5.67M | 3.8% | +10.1% | 0.340% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 36,909 | $1.27M | 0.0% | +91.3% | 0.076% | |
2/5/2024 | Vanguard Capital Wealth Advisors | 10,889 | $373K | 0.3% | N/A | 0.022% | |
2/5/2024 | Cozad Asset Management Inc. | 18,020 | $618K | 0.1% | -13.9% | 0.037% | |
2/2/2024 | TAP Consulting LLC | 48,377 | $1.66M | 0.4% | -17.9% | 0.099% | |
2/2/2024 | Atria Wealth Solutions Inc. | 107,944 | $3.71M | 0.0% | -21.1% | 0.221% | |
2/1/2024 | Sigma Planning Corp | 15,383 | $527K | 0.0% | -68.6% | 0.032% | |
1/31/2024 | J.W. Cole Advisors Inc. | 168,463 | $5.77M | 0.3% | +7.1% | 0.346% | |
1/30/2024 | TRUE Private Wealth Advisors | 15,679 | $537K | 0.1% | -13.1% | 0.032% | |
1/30/2024 | Prosperitas Financial LLC | 32,551 | $1.12M | 0.8% | -14.2% | 0.067% | |
1/26/2024 | Geneos Wealth Management Inc. | 19,706 | $675K | 0.0% | +15.0% | 0.040% | |
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1/25/2024 | RFG Advisory LLC | 16,396 | $562K | 0.0% | -11.1% | 0.034% | |
1/25/2024 | International Assets Investment Management LLC | 36,709 | $1.26M | 0.0% | -64.9% | 0.075% | |
1/25/2024 | Investment Partners Asset Management Inc. | 36,642 | $1.26M | 1.2% | N/A | 0.075% | |
1/24/2024 | Stratos Wealth Partners LTD. | 124,047 | $4.25M | 0.1% | +34.1% | 0.254% | |
1/24/2024 | Stratos Wealth Advisors LLC | 34,269 | $1.17M | 0.1% | +23.2% | 0.070% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 11,000 | $377K | 0.0% | N/A | 0.023% | |
1/24/2024 | Allworth Financial LP | 10,983 | $376K | 0.0% | -82.8% | 0.023% | |
1/24/2024 | Sowell Financial Services LLC | 24,782 | $856K | 0.0% | N/A | 0.051% | |
1/24/2024 | International Assets Investment Management LLC | 1,258,030 | $43.11M | 0.0% | +1,103.1% | 2.581% | |
1/24/2024 | Private Trust Co. NA | 1,859 | $64K | 0.0% | +19.5% | 0.004% | |