5/17/2024 | Comerica Bank | 283,295 | $3.93M | 0.0% | -30.7% | 0.079% | |
5/17/2024 | Pineridge Advisors LLC | 498,338 | $6.91M | 2.4% | +0.7% | 0.138% | |
5/17/2024 | Hancock Whitney Corp | 348,357 | $4.83M | 0.2% | -19.3% | 0.097% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 11,589 | $161K | 0.0% | N/A | 0.003% | |
5/17/2024 | Tidal Investments LLC | 18,523 | $257K | 0.0% | N/A | 0.005% | |
5/17/2024 | Innealta Capital LLC | 78,517 | $1.09M | 0.5% | -10.4% | 0.022% | |
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5/16/2024 | Innova Wealth Partners | 46,856 | $650K | 0.5% | +30.9% | 0.013% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 876,046 | $13.10M | 0.3% | +34.1% | 0.243% | |
5/15/2024 | Transcendent Capital Group LLC | 3,577 | $50K | 0.0% | +25.1% | 0.001% | |
5/15/2024 | Fairview Capital Investment Management LLC | 273,403 | $3.79M | 0.2% | +0.7% | 0.076% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 458,265 | $6.36M | 0.2% | +234.9% | 0.127% | |
5/15/2024 | 1832 Asset Management L.P. | 1,511,388 | $20.96M | 0.0% | N/A | 0.419% | |
5/15/2024 | Quadrature Capital Ltd | 28,100 | $390K | 0.0% | N/A | 0.008% | |
5/14/2024 | Axxcess Wealth Management LLC | 34,005 | $472K | 0.0% | +3.6% | 0.009% | |
5/14/2024 | CreativeOne Wealth LLC | 179,397 | $2.49M | 0.1% | +1.9% | 0.050% | |
5/14/2024 | InterOcean Capital Group LLC | 271,824 | $3.77M | 0.1% | +32.5% | 0.075% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 16,504 | $229K | 0.0% | N/A | 0.005% | |
5/11/2024 | Capital Wealth Alliance LLC | 38,992 | $541K | 0.3% | +3.0% | 0.011% | |
5/11/2024 | Continental Investors Services Inc. | 28,325 | $396K | 0.9% | +11.2% | 0.008% | |
5/10/2024 | Osaic Holdings Inc. | 1,943,283 | $26.95M | 0.1% | -0.9% | 0.539% | |
5/10/2024 | Wintrust Investments LLC | 178,413 | $2.48M | 0.2% | -22.4% | 0.050% | |
5/10/2024 | GM Advisory Group LLC | 1,608,770 | $22.31M | 1.6% | +3.3% | 0.447% | |
5/10/2024 | Nwam LLC | 118,690 | $1.67M | 0.1% | +34.5% | 0.033% | |
5/9/2024 | Great Lakes Retirement Inc. | 26,104 | $362K | 0.1% | -5.6% | 0.007% | |
5/9/2024 | Leo Wealth LLC | 164,373 | $2.28M | 0.2% | +2.8% | 0.046% | |
5/9/2024 | Orion Portfolio Solutions LLC | 74,747 | $1.04M | 0.0% | -16.8% | 0.021% | |
5/9/2024 | Blair William & Co. IL | 66,911 | $928K | 0.0% | +2.6% | 0.019% | |
5/9/2024 | Kingsview Wealth Management LLC | 11,192 | $155K | 0.0% | -21.0% | 0.003% | |
5/9/2024 | Zega Financial LLC | 38,112 | $529K | 0.2% | +65.6% | 0.011% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 10,674 | $148K | 0.0% | N/A | 0.003% | |
5/9/2024 | Endowment Wealth Management Inc. | 25,221 | $350K | 0.3% | +13.6% | 0.007% | |
5/9/2024 | Patton Fund Management Inc. | 397,142 | $5.51M | 1.0% | +24.0% | 0.110% | |
5/9/2024 | Koshinski Asset Management Inc. | 83,329 | $1.16M | 0.1% | N/A | 0.023% | |
5/8/2024 | Avantax Advisory Services Inc. | 58,248 | $808K | 0.0% | -77.0% | 0.016% | |
5/8/2024 | US Bancorp DE | 71,331 | $989K | 0.0% | +32.9% | 0.020% | |
5/8/2024 | Addison Capital Co | 20,054 | $278K | 0.1% | +24.6% | 0.006% | |
5/8/2024 | Headlands Technologies LLC | 3,786 | $53K | 0.0% | +237.1% | 0.001% | |
5/8/2024 | New Republic Capital LLC | 92,231 | $1.28M | 0.8% | +1.8% | 0.026% | |
5/7/2024 | Atomi Financial Group Inc. | 181,745 | $2.52M | 0.2% | +1,468.8% | 0.050% | |
5/7/2024 | Wealthspire Advisors LLC | 72,206 | $1.00M | 0.0% | -8.7% | 0.020% | |
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5/7/2024 | Insight Advisors LLC PA | 36,510 | $506K | 0.1% | +13.3% | 0.010% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 58,032 | $805K | 0.0% | -40.2% | 0.016% | |
5/6/2024 | VitalStone Financial LLC | 126,623 | $1.76M | 1.3% | -48.2% | 0.035% | |
5/4/2024 | Geneos Wealth Management Inc. | 69,117 | $959K | 0.0% | -15.8% | 0.020% | |
5/4/2024 | Csenge Advisory Group | 19,028 | $264K | 0.0% | -8.8% | 0.005% | |
5/3/2024 | VeraBank N.A. | 20,790 | $288K | 0.1% | -4.0% | 0.006% | |
5/2/2024 | USAdvisors Wealth Management LLC | 54,055 | $743K | 0.3% | +17.9% | 0.015% | |
5/2/2024 | Quent Capital LLC | 451,521 | $6.26M | 0.7% | +3.1% | 0.128% | |
5/2/2024 | Curran Financial Partners LLC | 20,909 | $290K | 0.1% | +10.5% | 0.006% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 4,361 | $60K | 0.0% | -90.1% | 0.001% | |
5/2/2024 | Greenwood Capital Associates LLC | 22,414 | $311K | 0.0% | +15.2% | 0.006% | |
5/1/2024 | Connecticut Wealth Management LLC | 12,329 | $171K | 0.0% | -48.3% | 0.003% | |
5/1/2024 | Janney Capital Management LLC | 1,022,661 | $14.18M | 0.9% | -0.7% | 0.289% | |
5/1/2024 | Janney Montgomery Scott LLC | 39,145 | $543K | 0.0% | -4.9% | 0.011% | |
5/1/2024 | BNP Paribas Financial Markets | 573,300 | $7.95M | 0.0% | +81,800.0% | 0.162% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 53,235 | $738K | 0.0% | +38.6% | 0.015% | |
5/1/2024 | Retirement Group LLC | 24,702 | $343K | 0.1% | -32.3% | 0.007% | |
4/30/2024 | Private Advisor Group LLC | 275,178 | $3.82M | 0.0% | +29.2% | 0.078% | |
4/30/2024 | Saxony Capital Management LLC | 69,122 | $959K | 1.2% | +9.6% | 0.020% | |
4/30/2024 | Perigon Wealth Management LLC | 55,134 | $765K | 0.0% | -7.6% | 0.016% | |
4/29/2024 | Commonwealth Equity Services LLC | 393,177 | $5.45M | 0.0% | -21.6% | 0.111% | |
4/29/2024 | Principal Financial Group Inc. | 1,175,605 | $16.35M | 0.0% | -17.5% | 0.332% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 25,252 | $350K | 0.0% | -98.7% | 0.007% | |
4/26/2024 | Plan Group Financial LLC | 195,694 | $2.71M | 1.8% | +10.3% | 0.055% | |
4/26/2024 | BLB&B Advisors LLC | 17,734 | $246K | 0.0% | -93.2% | 0.005% | |
4/26/2024 | YHB Investment Advisors Inc. | 2,451 | $34K | 0.0% | N/A | 0.001% | |
4/26/2024 | TI Trust Inc. | 28,087 | $390K | 0.3% | +123.4% | 0.008% | |
4/25/2024 | Equitable Trust Co. | 44,890 | $623K | 0.0% | -1.6% | 0.013% | |
4/25/2024 | MFA Wealth Advisors LLC | 446,535 | $6.19M | 1.6% | +6.1% | 0.126% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 637,453 | $8.84M | 0.0% | -11.0% | 0.180% | |
4/24/2024 | Simplicity Wealth LLC | 14,923 | $207K | 0.0% | -5.5% | 0.004% | |
4/23/2024 | Canal Capital Management LLC | 27,906 | $387K | 0.1% | -66.7% | 0.008% | |
4/23/2024 | Lunt Capital Management Inc. | 33,553 | $465K | 0.2% | N/A | 0.009% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 50,716 | $703K | 0.1% | -2.7% | 0.014% | |
4/23/2024 | Accurate Wealth Management LLC | 15,499 | $219K | 0.1% | -5.1% | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,780,411 | $24.69M | 0.0% | -25.2% | 0.503% | |
4/22/2024 | PFG Investments LLC | 13,575 | $188K | 0.0% | -87.3% | 0.004% | |
4/22/2024 | MBL Wealth LLC | 398,525 | $5.53M | 0.6% | +157.9% | 0.112% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 143,531 | $1.99M | 0.1% | -1.5% | 0.041% | |
4/19/2024 | Wealth Management Resources Inc. | 349,218 | $4.78M | 2.1% | -4.7% | 0.099% | |
4/19/2024 | Evolution Wealth Advisors LLC | 558,416 | $7.75M | 1.5% | -9.8% | 0.158% | |
4/19/2024 | Altiora Financial Group LLC | 20,347 | $282K | 0.1% | -13.1% | 0.006% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 12,543 | $174K | 0.0% | -84.2% | 0.004% | |
4/18/2024 | Miracle Mile Advisors LLC | 230,279 | $3.19M | 0.1% | -12.0% | 0.065% | |
4/18/2024 | Echo45 Advisors LLC | 573,451 | $7.95M | 5.7% | +5.4% | 0.162% | |
4/18/2024 | Kowal Investment Group LLC | 28,230 | $392K | 0.1% | +29.1% | 0.008% | |
4/17/2024 | Gradient Capital Advisors LLC | 14,326 | $199K | 0.1% | +34.0% | 0.004% | |
4/17/2024 | Guidance Capital Inc. | 39,828 | $571K | 0.2% | N/A | 0.011% | |
4/17/2024 | Vicus Capital | 14,412 | $200K | 0.0% | +8.0% | 0.004% | |
4/16/2024 | Fidelity D & D Bancorp Inc. | 195,388 | $2.71M | 2.0% | +7.2% | 0.055% | |
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4/16/2024 | Maltin Wealth Management Inc. | 16,454 | $228K | 0.1% | N/A | 0.005% | |
4/16/2024 | Transform Wealth LLC | 64,763 | $898K | 0.1% | -72.9% | 0.018% | |
4/16/2024 | 180 Wealth Advisors LLC | 22,459 | $312K | 0.1% | -10.4% | 0.006% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 159,200 | $2.21M | 0.0% | -39.6% | 0.045% | |
4/15/2024 | SMI Advisory Services LLC | 1,469,944 | $21.02M | 5.9% | N/A | 0.415% | |
4/15/2024 | DGS Capital Management LLC | 20,196 | $280K | 0.1% | +6.4% | 0.006% | |
4/15/2024 | Aletheian Wealth Advisors LLC | 181,825 | $2.52M | 1.4% | +10.8% | 0.051% | |
4/15/2024 | Brookstone Capital Management | 295,206 | $4.10M | 0.1% | +6.9% | 0.083% | |
4/15/2024 | Flagstar Advisors Inc. | 64,636 | $897K | 0.2% | -3.3% | 0.018% | |
4/12/2024 | Global Assets Advisory LLC | 14,557 | $202K | 0.0% | N/A | 0.004% | |