5/9/2024 | Koshinski Asset Management Inc. | 8,128 | $619K | 0.1% | +105.1% | 0.005% | |
5/8/2024 | Sheets Smith Wealth Management | 23,484 | $1.79M | 0.2% | +2.2% | 0.014% | |
5/8/2024 | Avantax Advisory Services Inc. | 327,974 | $24.99M | 0.2% | +12.8% | 0.195% | |
5/8/2024 | US Bancorp DE | 11,862 | $904K | 0.0% | -19.7% | 0.007% | |
5/8/2024 | Inspire Advisors LLC | 5,483 | $418K | 0.1% | -3.1% | 0.003% | |
5/8/2024 | Thoroughbred Financial Services LLC | 27,659 | $2.11M | 0.2% | +0.8% | 0.016% | |
|
5/7/2024 | Concurrent Investment Advisors LLC | 255,867 | $19.49M | 0.8% | -3.1% | 0.152% | |
5/7/2024 | PFG Advisors | 14,186 | $1.08M | 0.1% | +10.6% | 0.008% | |
5/7/2024 | Oppenheimer & Co. Inc. | 55,371 | $4.22M | 0.1% | +12.8% | 0.033% | |
5/7/2024 | Wealthspire Advisors LLC | 171,608 | $13.08M | 0.2% | -3.2% | 0.102% | |
5/7/2024 | Roof Eidam Maycock Peralta LLC | 61,921 | $4.72M | 1.3% | -0.3% | 0.037% | |
5/7/2024 | Insight Advisors LLC PA | 73,195 | $5.58M | 1.1% | +21.9% | 0.043% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 101,090 | $7.70M | 0.0% | +6.6% | 0.060% | |
5/6/2024 | Gallacher Capital Management LLC | 7,176 | $547K | 0.3% | +103.3% | 0.004% | |
5/4/2024 | Geneos Wealth Management Inc. | 21,004 | $1.60M | 0.1% | +5.4% | 0.012% | |
5/4/2024 | 9258 Wealth Management LLC | 48,037 | $3.66M | 0.6% | -1.6% | 0.029% | |
5/4/2024 | Glassman Wealth Services | 670,611 | $51.09M | 10.3% | +4.8% | 0.398% | |
5/3/2024 | Avidian Wealth Solutions LLC | 80,875 | $6.16M | 0.3% | +41.9% | 0.048% | |
5/3/2024 | Larson Financial Group LLC | 2,004 | $153K | 0.0% | +15.6% | 0.001% | |
5/3/2024 | WealthTrust Asset Management LLC | 3,111 | $237K | 0.2% | -9.9% | 0.002% | |
5/3/2024 | Rehmann Capital Advisory Group | 6,232 | $475K | 0.0% | -15.8% | 0.004% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 10,978 | $836K | 0.3% | +15.7% | 0.007% | |
5/2/2024 | Smart Money Group LLC | 228,667 | $16.69M | 6.5% | N/A | 0.136% | |
5/2/2024 | FinTrust Capital Advisors LLC | 25,861 | $1.97M | 0.4% | +4.1% | 0.015% | |
5/2/2024 | Hardy Reed LLC | 8,927 | $680K | 0.1% | +3.8% | 0.005% | |
5/2/2024 | GSB Wealth Management LLC | 16,278 | $1.24M | 0.3% | N/A | 0.010% | |
5/2/2024 | Moloney Securities Asset Management LLC | 78,432 | $5.98M | 0.9% | +11.8% | 0.047% | |
5/2/2024 | Darrow Company Inc. | 64,847 | $4.94M | 3.2% | +718.1% | 0.038% | |
5/1/2024 | GLOBALT Investments LLC GA | 44,635 | $3.40M | 0.1% | -5.8% | 0.026% | |
5/1/2024 | Blackhawk Capital Partners LLC. | 25,084 | $1.91M | 1.2% | -13.6% | 0.015% | |
5/1/2024 | Janney Montgomery Scott LLC | 390,407 | $29.75M | 0.1% | +42.7% | 0.232% | |
5/1/2024 | Alta Wealth Advisors LLC | 4,448 | $339K | 0.2% | +18.7% | 0.003% | |
5/1/2024 | Prosperity Consulting Group LLC | 139,581 | $10.64M | 1.3% | N/A | 0.083% | |
5/1/2024 | Mission Wealth Management LP | 10,930 | $833K | 0.0% | N/A | 0.006% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 90,829 | $6.92M | 3.8% | +2.5% | 0.054% | |
5/1/2024 | Flynn Zito Capital Management LLC | 13,927 | $1.06M | 0.5% | -1.2% | 0.008% | |
5/1/2024 | Sequoia Financial Advisors LLC | 170,595 | $13.00M | 0.2% | -3.7% | 0.101% | |
5/1/2024 | Diversify Advisory Services LLC | 11,161 | $847K | 0.0% | N/A | 0.007% | |
4/30/2024 | Private Advisor Group LLC | 1,601,009 | $121.98M | 0.9% | +0.3% | 0.952% | |
4/30/2024 | J.W. Cole Advisors Inc. | 113,643 | $8.66M | 0.4% | -0.6% | 0.068% | |
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4/30/2024 | Hartline Investment Corp | 12,601 | $960K | 0.2% | N/A | 0.007% | |
4/30/2024 | Norden Group LLC | 9,620 | $733K | 0.1% | N/A | 0.006% | |
4/30/2024 | HB Wealth Management LLC | 266,728 | $20.32M | 0.3% | -3.2% | 0.159% | |
4/30/2024 | SpiderRock Advisors LLC | 3,175 | $237K | 0.0% | N/A | 0.002% | |
4/30/2024 | Fountainhead AM LLC | 5,559 | $424K | 0.1% | -2.8% | 0.003% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 13,816 | $1.05M | 0.6% | +5.4% | 0.008% | |
4/30/2024 | Townsend Asset Management Corp NC ADV | 168,247 | $12.82M | 5.1% | +3.7% | 0.100% | |
4/29/2024 | Commonwealth Equity Services LLC | 784,096 | $59.74M | 0.1% | +0.5% | 0.466% | |
4/29/2024 | Durante & Waters LLC | 44,645 | $3.40M | 3.1% | -1.3% | 0.027% | |
4/29/2024 | Fiduciary Planning LLC | 461,909 | $35.19M | 13.3% | +3.3% | 0.275% | |
4/27/2024 | White Pine Investment CO | 30,516 | $2.33M | 0.7% | +8.3% | 0.018% | |
4/26/2024 | Pinnacle Associates Ltd. | 6,465 | $493K | 0.0% | +5.9% | 0.004% | |
4/26/2024 | Prestige Wealth Management Group LLC | 697,062 | $53.11M | 11.4% | -7.1% | 0.416% | |
4/26/2024 | First National Trust Co | 129,493 | $9.87M | 0.4% | +91.0% | 0.077% | |
4/26/2024 | Clear Creek Financial Management LLC | 24,429 | $1.86M | 0.2% | N/A | 0.015% | |
4/26/2024 | MONECO Advisors LLC | 13,845 | $1.06M | 0.2% | -5.7% | 0.008% | |
4/26/2024 | Latitude Advisors LLC | 3,457 | $263K | 0.2% | -34.5% | 0.002% | |
4/26/2024 | Tritonpoint Wealth LLC | 3,789 | $289K | 0.0% | -25.5% | 0.002% | |
4/25/2024 | Lodestar Private Asset Management LLC | 66,484 | $5.07M | 0.7% | -1.9% | 0.040% | |
4/25/2024 | BCM Advisors LLC | 410,300 | $30.18M | 7.7% | -1.4% | 0.245% | |
4/25/2024 | Capital Investment Advisory Services LLC | 55,818 | $4.25M | 0.5% | -0.4% | 0.033% | |
4/25/2024 | Eudaimonia Advisors LLC | 44,063 | $3.36M | 1.8% | +523.1% | 0.026% | |
4/25/2024 | IAG Wealth Partners LLC | 71,209 | $5.43M | 1.2% | +8.2% | 0.042% | |
4/24/2024 | Private Trust Co. NA | 7,788 | $593K | 0.1% | +26.7% | 0.005% | |
4/24/2024 | Win Advisors Inc. | 5,462 | $416K | 0.2% | -97.5% | 0.003% | |
4/23/2024 | Triad Wealth Partners LLC | 115,330 | $8.79M | 6.7% | N/A | 0.069% | |
4/23/2024 | Global Retirement Partners LLC | 18,973 | $1.45M | 0.1% | -8.2% | 0.011% | |
4/23/2024 | Covenant Asset Management LLC | 5,898 | $449K | 0.1% | +5.6% | 0.004% | |
4/23/2024 | Sweet Financial Partners LLC | 38,438 | $2.93M | 0.7% | -2.2% | 0.023% | |
4/23/2024 | Wealth Advisory Solutions LLC | 49,709 | $3.59M | 0.9% | N/A | 0.030% | |
4/23/2024 | Masso Torrence Wealth Management Inc. | 83,962 | $6.40M | 3.8% | +11.0% | 0.050% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 24,651 | $1.88M | 0.2% | +6.8% | 0.015% | |
4/23/2024 | Fifth Third Bancorp | 7,694 | $586K | 0.0% | +7.4% | 0.005% | |
4/23/2024 | Summit Trail Advisors LLC | 16,810 | $1.28M | 0.0% | N/A | 0.010% | |
4/23/2024 | KLR Investment Advisors LLC | 15,257 | $1.11M | 0.8% | -15.0% | 0.009% | |
4/23/2024 | Clarus Group Inc. | 4,856 | $370K | 0.3% | N/A | 0.003% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 2,678,691 | $204.09M | 0.3% | -27.2% | 1.597% | |
4/23/2024 | Gray Private Wealth LLC | 70,897 | $5.40M | 3.6% | N/A | 0.042% | |
4/22/2024 | Strategic Financial Concepts LLC | 15,162 | $1.16M | 0.3% | +15.3% | 0.009% | |
4/22/2024 | PFG Investments LLC | 2,821 | $215K | 0.0% | N/A | 0.002% | |
4/22/2024 | Parsons Capital Management Inc. RI | 9,218 | $702K | 0.0% | +10.8% | 0.005% | |
4/22/2024 | Outlook Wealth Advisors LLC | 7,396 | $564K | 0.2% | +12.8% | 0.004% | |
4/22/2024 | Raymond James & Associates | 1,408,243 | $107.29M | 0.1% | +6.5% | 0.840% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 20,305 | $1.55M | 0.1% | +2.3% | 0.012% | |
4/20/2024 | KWB Wealth | 3,487 | $266K | 0.0% | -37.8% | 0.002% | |
4/19/2024 | Retirement Guys Formula LLC | 28,624 | $2.18M | 1.1% | -34.3% | 0.017% | |
4/19/2024 | ZRC Wealth Management LLC | 471 | $36K | 0.0% | N/A | 0.000% | |
4/19/2024 | Spinnaker Investment Group LLC | 571,713 | $43.56M | 12.2% | -0.1% | 0.341% | |
4/19/2024 | Wealth Management Resources Inc. | 178,368 | $13.59M | 5.9% | -1.2% | 0.106% | |
4/19/2024 | Tempus Wealth Planning LLC | 12,030 | $917K | 0.4% | -14.3% | 0.007% | |
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4/19/2024 | Advisor Resource Council | 3,774 | $265K | 0.1% | -96.4% | 0.002% | |
4/19/2024 | Lifestyle Asset Management Inc. | 18,179 | $1.39M | 0.8% | -1.6% | 0.011% | |
4/19/2024 | Albion Financial Group UT | 89,235 | $6.80M | 0.5% | -0.2% | 0.053% | |
4/18/2024 | Silverlake Wealth Management LLC | 12,035 | $917K | 0.5% | -5.8% | 0.007% | |
4/18/2024 | Summit Investment Advisory Services LLC | 11,825 | $901K | 0.5% | +10.7% | 0.007% | |
4/18/2024 | SeaCrest Wealth Management LLC | 15,834 | $1.21M | 0.1% | +146.1% | 0.009% | |
4/18/2024 | Oxinas Partners Wealth Management LLC | 109,133 | $8.32M | 5.4% | +0.6% | 0.065% | |
4/18/2024 | Verum Partners LLC | 10,885 | $829K | 0.3% | -57.1% | 0.006% | |
4/18/2024 | Woodmont Investment Counsel LLC | 335 | $26K | 0.0% | N/A | 0.000% | |
4/18/2024 | Panoramic Investment Advisors LLC | 17,946 | $1.37M | 1.0% | +19.7% | 0.011% | |