5/10/2024 | Osaic Holdings Inc. | 127,606 | $12.20M | 0.0% | -9.5% | 0.395% | |
5/9/2024 | Blair William & Co. IL | 3,502 | $335K | 0.0% | -5.4% | 0.011% | |
5/9/2024 | HBK Sorce Advisory LLC | 4,357 | $417K | 0.0% | +3.4% | 0.014% | |
5/9/2024 | Kingsview Wealth Management LLC | 20,795 | $1.99M | 0.0% | -37.0% | 0.064% | |
5/9/2024 | Tradewinds LLC. | 3,194 | $305K | 0.3% | N/A | 0.010% | |
5/8/2024 | Avantax Advisory Services Inc. | 33,587 | $3.21M | 0.0% | +13.0% | 0.104% | |
|
5/7/2024 | Oppenheimer & Co. Inc. | 30,843 | $2.95M | 0.0% | -1.5% | 0.096% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,611 | $345K | 0.0% | -4.3% | 0.011% | |
5/6/2024 | VitalStone Financial LLC | 465 | $44K | 0.0% | +44.4% | 0.001% | |
5/6/2024 | Manchester Capital Management LLC | 3,200 | $306K | 0.0% | +42.2% | 0.010% | |
5/4/2024 | Geneos Wealth Management Inc. | 2,556 | $244K | 0.0% | +7.1% | 0.008% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 2,351 | $225K | 0.1% | -5.9% | 0.007% | |
5/4/2024 | Valley Wealth Managers Inc. | 41,936 | $4.01M | 0.3% | -9.2% | 0.129% | |
5/2/2024 | Mutual Advisors LLC | 15,028 | $1.44M | 0.0% | -3.1% | 0.046% | |
5/2/2024 | Graypoint LLC | 7,588 | $725K | 0.1% | +10.1% | 0.023% | |
5/1/2024 | Janney Montgomery Scott LLC | 56,652 | $5.42M | 0.0% | +9.4% | 0.175% | |
5/1/2024 | BNP Paribas Financial Markets | 14,904 | $1.43M | 0.0% | -27.5% | 0.046% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 34,374 | $3.29M | 0.0% | -44.9% | 0.106% | |
4/30/2024 | Private Advisor Group LLC | 130,739 | $12.50M | 0.1% | +18.1% | 0.404% | |
4/30/2024 | J.W. Cole Advisors Inc. | 7,242 | $692K | 0.0% | -1.5% | 0.022% | |
4/30/2024 | North Star Investment Management Corp. | 615 | $59K | 0.0% | N/A | 0.002% | |
4/30/2024 | Arkadios Wealth Advisors | 11,845 | $1.13M | 0.1% | -11.1% | 0.037% | |
4/30/2024 | Perigon Wealth Management LLC | 2,579 | $247K | 0.0% | N/A | 0.008% | |
4/29/2024 | Commonwealth Equity Services LLC | 114,115 | $10.91M | 0.0% | +3.6% | 0.352% | |
4/29/2024 | ETF Store Inc. | 6,753 | $646K | 0.4% | +10.1% | 0.021% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 53,404 | $5.11M | 0.1% | +13.8% | 0.165% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 51,795 | $4.95M | 1.2% | -6.3% | 0.160% | |
4/26/2024 | Pinnacle Associates Ltd. | 5,085 | $486K | 0.0% | -3.0% | 0.016% | |
4/26/2024 | Prestige Wealth Management Group LLC | 32,204 | $3.08M | 0.7% | -16.9% | 0.099% | |
4/25/2024 | Capital Investment Advisory Services LLC | 27,228 | $2.60M | 0.3% | -8.1% | 0.084% | |
4/25/2024 | Triumph Capital Management | 2,353 | $225K | 0.1% | N/A | 0.007% | |
4/25/2024 | L.M. Kohn & Company | 2,096 | $200K | 0.1% | N/A | 0.006% | |
4/25/2024 | Eudaimonia Partners LLC | 5,657 | $541K | 0.1% | +8.1% | 0.017% | |
4/25/2024 | Eudaimonia Advisors LLC | 9,510 | $909K | 0.5% | +47.9% | 0.029% | |
4/25/2024 | Summit Financial LLC | 5,580 | $533K | 0.0% | +2.1% | 0.017% | |
4/24/2024 | Acorn Creek Capital LLC | 9,718 | $929K | 0.6% | -4.4% | 0.030% | |
4/24/2024 | Dakota Wealth Management | 24,282 | $2.32M | 0.1% | -0.8% | 0.075% | |
4/24/2024 | Smith Anglin Financial LLC | 2,391 | $229K | 0.0% | N/A | 0.007% | |
4/24/2024 | Spire Wealth Management | 23,221 | $2.22M | 0.1% | +4.5% | 0.071% | |
4/23/2024 | Global Retirement Partners LLC | 1,745 | $167K | 0.0% | -41.2% | 0.005% | |
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4/23/2024 | Twin Peaks Wealth Advisors LLC | 12,669 | $1.21M | 0.7% | -2.5% | 0.039% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 135,001 | $12.91M | 0.0% | -2.7% | 0.415% | |
4/22/2024 | PFG Investments LLC | 6,964 | $666K | 0.0% | +23.6% | 0.021% | |
4/22/2024 | Raymond James & Associates | 147,798 | $14.13M | 0.0% | +0.1% | 0.454% | |
4/22/2024 | Accordant Advisory Group Inc | 1,124 | $107K | 0.1% | N/A | 0.003% | |
4/22/2024 | Strategic Advisors LLC | 4,540 | $434K | 0.1% | -11.7% | 0.014% | |
4/19/2024 | E&G Advisors LP | 7,142 | $683K | 0.2% | -2.9% | 0.022% | |
4/18/2024 | SeaCrest Wealth Management LLC | 8,869 | $848K | 0.1% | +36.4% | 0.027% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 61,565 | $5.89M | 0.0% | +3.6% | 0.189% | |
4/16/2024 | ERn Financial LLC | 18,183 | $1.74M | 0.3% | -2.6% | 0.056% | |
4/16/2024 | PFS Partners LLC | 450 | $43K | 0.0% | N/A | 0.001% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 3,340 | $319K | 0.0% | -6.4% | 0.010% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 4,905 | $469K | 0.2% | -20.1% | 0.015% | |
4/15/2024 | Future Financial Wealth Managment LLC | 500 | $48K | 0.0% | N/A | 0.002% | |
4/15/2024 | Sunbelt Securities Inc. | 5,206 | $498K | 0.1% | -29.9% | 0.016% | |
4/15/2024 | CIC Wealth LLC | 10,373 | $992K | 0.3% | -7.2% | 0.032% | |
4/15/2024 | Flagstar Advisors Inc. | 3,509 | $335K | 0.1% | +40.1% | 0.011% | |
4/12/2024 | Ignite Planners LLC | 75,295 | $7.20M | 2.0% | -1.7% | 0.231% | |
4/11/2024 | City Holding Co. | 15,265 | $1.46M | 0.2% | -3.8% | 0.047% | |
4/11/2024 | International Assets Investment Management LLC | 3,677 | $351K | 0.0% | +3.4% | 0.011% | |
4/11/2024 | MJP Associates Inc. ADV | 2,703 | $258K | 0.1% | +4.0% | 0.008% | |
4/11/2024 | SignalPoint Asset Management LLC | 7,944 | $759K | 0.2% | -34.0% | 0.024% | |
4/11/2024 | RFG Advisory LLC | 2,410 | $230K | 0.0% | N/A | 0.007% | |
4/10/2024 | BKA Wealth Consulting Inc. | 3,651 | $349K | 0.5% | -5.2% | 0.011% | |
4/5/2024 | NBC Securities Inc. | 17,090 | $1.63M | 0.2% | -0.7% | 0.051% | |
3/22/2024 | PNC Financial Services Group Inc. | 132,969 | $11.66M | 0.0% | +2.0% | 0.399% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 43,840 | $3.84M | 0.1% | +33.2% | 0.132% | |
3/8/2024 | ICA Group Wealth Management LLC | 7,834 | $687K | 0.2% | -12.9% | 0.024% | |
3/1/2024 | Creekmur Asset Management LLC | 10,880 | $954K | 0.3% | N/A | 0.033% | |
2/28/2024 | EP Wealth Advisors LLC | 2,334 | $205K | 0.0% | N/A | 0.007% | |
2/22/2024 | Peterson Wealth Management | 24,204 | $2.12M | 1.9% | +1.0% | 0.073% | |
2/22/2024 | Napa Wealth Management | 5,090 | $446K | 0.2% | N/A | 0.015% | |
2/14/2024 | Alpha Square Group S LLC | 3,500 | $307K | 0.4% | +16.7% | 0.011% | |
2/14/2024 | Retirement Capital Strategies | 12,769 | $1.12M | 0.5% | +347.3% | 0.038% | |
2/14/2024 | Woodward Diversified Capital LLC | 2,293 | $201K | 0.1% | N/A | 0.007% | |
2/13/2024 | Cetera Advisor Networks LLC | 54,419 | $4.77M | 0.0% | -0.2% | 0.163% | |
2/13/2024 | Oppenheimer & Co. Inc. | 31,324 | $2.75M | 0.1% | +15.6% | 0.094% | |
2/13/2024 | Belpointe Asset Management LLC | 2,293 | $201K | 0.0% | N/A | 0.007% | |
2/13/2024 | James J. Burns & Company LLC | 3,848 | $337K | 0.1% | +3.4% | 0.012% | |
2/13/2024 | Rathbones Group PLC | 13,097 | $1.15M | 0.0% | -12.4% | 0.039% | |
2/12/2024 | Scotia Capital Inc. | 6,866 | $602K | 0.0% | -2.4% | 0.021% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,632 | $406K | 0.0% | N/A | 0.014% | |
2/12/2024 | Stifel Financial Corp | 56,046 | $4.91M | 0.0% | +0.8% | 0.168% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 5,750 | $504K | 0.0% | -5.2% | 0.017% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 8,051 | $706K | 0.1% | -21.5% | 0.024% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 33,517 | $2.94M | 1.1% | +7.7% | 0.101% | |
2/12/2024 | Parallel Advisors LLC | 435 | $38K | 0.0% | -31.5% | 0.001% | |
2/12/2024 | Hsbc Holdings PLC | 17,800 | $1.56M | 0.0% | N/A | 0.053% | |
2/9/2024 | Founders Financial Alliance LLC | 496 | $43K | 0.0% | -47.6% | 0.001% | |
2/9/2024 | Advisory Services Network LLC | 4,737 | $415K | 0.0% | -19.7% | 0.014% | |
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2/9/2024 | Cambridge Investment Research Advisors Inc. | 130,283 | $11.42M | 0.0% | -0.3% | 0.391% | |
2/9/2024 | Tidemark LLC | 12,134 | $1.06M | 0.7% | N/A | 0.036% | |
2/9/2024 | EverSource Wealth Advisors LLC | 19,596 | $1.72M | 0.2% | N/A | 0.059% | |
2/9/2024 | D.A. Davidson & CO. | 29,705 | $2.60M | 0.0% | -5.2% | 0.089% | |
2/9/2024 | Wells Fargo & Company MN | 297,788 | $26.11M | 0.0% | +1.6% | 0.894% | |
2/9/2024 | Paragon Private Wealth Management LLC | 22,868 | $2.01M | 1.4% | +2.0% | 0.069% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 4,775 | $419K | 0.0% | -11.3% | 0.014% | |
2/9/2024 | UBS Group AG | 535,934 | $46.99M | 0.0% | -0.2% | 1.609% | |
2/9/2024 | PNC Financial Services Group Inc. | 132,969 | $11.66M | 0.0% | +2.0% | 0.399% | |
2/8/2024 | Prestige Wealth Management Group LLC | 38,748 | $3.40M | 0.8% | +0.3% | 0.116% | |