5/16/2024 | B. Riley Wealth Advisors Inc. | 8,885 | $619K | 0.0% | +44.4% | 0.026% | |
5/14/2024 | EP Wealth Advisors LLC | 7,482 | $521K | 0.0% | +4.2% | 0.022% | |
5/14/2024 | Owen LaRue LLC | 2,919 | $203K | 0.1% | N/A | 0.008% | |
5/10/2024 | Osaic Holdings Inc. | 358,694 | $24.99M | 0.1% | -24.3% | 1.038% | |
5/9/2024 | Orion Portfolio Solutions LLC | 126,037 | $8.78M | 0.1% | +0.3% | 0.365% | |
5/9/2024 | Kingsview Wealth Management LLC | 23,528 | $1.64M | 0.0% | -1.2% | 0.068% | |
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5/9/2024 | Clearwater Capital Advisors LLC | 30,489 | $2.12M | 0.2% | -1.0% | 0.088% | |
5/9/2024 | Koshinski Asset Management Inc. | 14,881 | $1.04M | 0.1% | -39.9% | 0.043% | |
5/8/2024 | Great Diamond Partners LLC | 62,540 | $4.36M | 1.0% | -1.6% | 0.181% | |
5/8/2024 | Avantax Advisory Services Inc. | 68,888 | $4.80M | 0.0% | -2.0% | 0.199% | |
5/8/2024 | US Bancorp DE | 21,972 | $1.53M | 0.0% | +36.3% | 0.064% | |
5/7/2024 | Quantum Private Wealth LLC | 7,861 | $548K | 0.2% | -10.0% | 0.023% | |
5/7/2024 | Concurrent Investment Advisors LLC | 10,544 | $735K | 0.0% | -9.9% | 0.031% | |
5/7/2024 | WealthPLAN Partners LLC | 69,044 | $4.81M | 0.5% | N/A | 0.200% | |
5/7/2024 | Oppenheimer & Co. Inc. | 37,366 | $2.60M | 0.0% | +2.4% | 0.108% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 77,348 | $5.39M | 0.0% | +19.3% | 0.224% | |
5/6/2024 | TFG Advisers LLC | 12,991 | $905K | 0.4% | +5.7% | 0.038% | |
5/3/2024 | Larson Financial Group LLC | 7,987 | $556K | 0.0% | -9.6% | 0.023% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 4,185 | $292K | 0.1% | -4.5% | 0.012% | |
5/2/2024 | Hollencrest Capital Management | 431 | $30K | 0.0% | -41.0% | 0.001% | |
5/1/2024 | StoneX Group Inc. | 20,606 | $1.44M | 0.2% | -5.9% | 0.060% | |
5/1/2024 | Blackhawk Capital Partners LLC. | 10,250 | $714K | 0.4% | -8.5% | 0.030% | |
5/1/2024 | Janney Montgomery Scott LLC | 146,630 | $10.22M | 0.0% | -0.5% | 0.424% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 15,749 | $1.10M | 0.1% | -8.6% | 0.046% | |
5/1/2024 | Northcape Wealth Management LLC | 4,910 | $342K | 0.1% | -24.5% | 0.014% | |
4/30/2024 | Private Advisor Group LLC | 54,930 | $3.83M | 0.0% | -1.6% | 0.159% | |
4/30/2024 | J.W. Cole Advisors Inc. | 30,771 | $2.15M | 0.1% | +7.0% | 0.089% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 31,957 | $2.23M | 1.4% | +26.7% | 0.092% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 2,752 | $191K | 0.1% | +35.7% | 0.008% | |
4/29/2024 | Commonwealth Equity Services LLC | 275,895 | $19.22M | 0.0% | +3.4% | 0.798% | |
4/29/2024 | FAS Wealth Partners Inc. | 7,020 | $489K | 0.0% | -47.2% | 0.020% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 104,791 | $7.30M | 0.1% | +0.2% | 0.303% | |
4/29/2024 | Harbor Advisory Corp MA | 5,000 | $348K | 0.1% | N/A | 0.014% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 50,136 | $3.38M | 2.7% | -2.3% | 0.145% | |
4/26/2024 | Clear Creek Financial Management LLC | 3,534 | $246K | 0.0% | N/A | 0.010% | |
4/25/2024 | Private Wealth Group LLC | 100,767 | $7.02M | 3.6% | -0.5% | 0.292% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 123,558 | $8.61M | 0.0% | +3.8% | 0.357% | |
4/24/2024 | Berkshire Bank | 5,942 | $414K | 0.1% | -41.5% | 0.017% | |
4/24/2024 | Simplicity Wealth LLC | 6,051 | $422K | 0.0% | N/A | 0.017% | |
4/23/2024 | Cherry Creek Investment Advisors Inc. | 158,209 | $11.02M | 6.0% | -2.7% | 0.457% | |
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4/23/2024 | Masso Torrence Wealth Management Inc. | 4,808 | $335K | 0.2% | -13.5% | 0.014% | |
4/23/2024 | TrueWealth Advisors LLC | 7,709 | $537K | 0.2% | +10.1% | 0.022% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 919,672 | $64.07M | 0.1% | -2.9% | 2.658% | |
4/22/2024 | Centennial Wealth Advisory LLC | 2,928 | $204K | 0.1% | -12.3% | 0.008% | |
4/22/2024 | PFG Investments LLC | 5,622 | $392K | 0.0% | +21.7% | 0.016% | |
4/22/2024 | Raymond James & Associates | 367,031 | $25.57M | 0.0% | +0.3% | 1.061% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 14,005 | $976K | 0.1% | +57.3% | 0.040% | |
4/18/2024 | Capital Advisors Ltd. LLC | 34,677 | $2.42M | 0.3% | +7.8% | 0.100% | |
4/18/2024 | Iams Wealth Management LLC | 44,828 | $3.02M | 1.8% | -1.2% | 0.129% | |
4/18/2024 | Barry Investment Advisors LLC | 4,125 | $287K | 0.1% | N/A | 0.012% | |
4/18/2024 | Seneca House Advisors | 3,112 | $217K | 0.1% | -26.0% | 0.009% | |
4/17/2024 | Founders Financial Securities LLC | 3,614 | $252K | 0.0% | -8.0% | 0.010% | |
4/16/2024 | OneAscent Financial Services LLC | 25,508 | $1.78M | 0.2% | +10.9% | 0.074% | |
4/16/2024 | Hengehold Capital Management LLC | 56,571 | $3.94M | 0.4% | -3.8% | 0.163% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 22,586 | $1.57M | 0.0% | +17.6% | 0.065% | |
4/15/2024 | Defined Wealth Management LLC | 49,249 | $3.43M | 2.5% | -0.4% | 0.142% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 3,160 | $220K | 0.1% | N/A | 0.009% | |
4/15/2024 | Hobart Private Capital LLC | 23,633 | $1.65M | 0.5% | +95.7% | 0.068% | |
4/15/2024 | Elevated Capital Advisors LLC | 39,654 | $2.76M | 0.8% | +2.7% | 0.114% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 11,415 | $795K | 0.1% | N/A | 0.033% | |
4/12/2024 | Kaydan Wealth Management Inc. | 32,168 | $2.24M | 0.8% | +0.8% | 0.093% | |
4/12/2024 | Harbor Investment Advisory LLC | 6,930 | $483K | 0.0% | +2.2% | 0.020% | |
4/12/2024 | Global Assets Advisory LLC | 268,091 | $18.68M | 0.1% | N/A | 0.776% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 21,731 | $1.51M | 0.7% | -0.8% | 0.063% | |
4/11/2024 | Clarus Wealth Advisors | 6,116 | $420K | 0.2% | -3.7% | 0.018% | |
4/11/2024 | SignalPoint Asset Management LLC | 23,048 | $1.61M | 0.4% | -32.1% | 0.067% | |
4/11/2024 | Ballew Advisors Inc | 33,482 | $2.30M | 1.6% | +4.1% | 0.097% | |
4/10/2024 | Aprio Wealth Management LLC | 185,051 | $12.89M | 2.5% | +0.8% | 0.536% | |
4/10/2024 | Park Avenue Securities LLC | 22,575 | $1.57M | 0.0% | +7.1% | 0.065% | |
4/9/2024 | Destiny Wealth Partners LLC | 3,193 | $222K | 0.0% | N/A | 0.009% | |
4/5/2024 | NBC Securities Inc. | 10,058 | $711K | 0.1% | -1.7% | 0.029% | |
4/3/2024 | Arden Trust Co | 175,605 | $12.23M | 1.7% | -2.5% | 0.505% | |
4/1/2024 | Park National Corp OH | 315,716 | $22.00M | 0.8% | -0.4% | 0.908% | |
3/22/2024 | PNC Financial Services Group Inc. | 4,680 | $300K | 0.0% | -22.6% | 0.013% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 25,216 | $1.62M | 1.1% | N/A | 0.073% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 6,151 | $394K | 0.0% | -30.8% | 0.018% | |
3/4/2024 | Tucker Asset Management LLC | 2,678 | $172K | 0.0% | -32.3% | 0.008% | |
3/1/2024 | Creekmur Asset Management LLC | 1,062 | $68K | 0.0% | N/A | 0.003% | |
2/28/2024 | EP Wealth Advisors LLC | 7,177 | $460K | 0.0% | +76.4% | 0.021% | |
2/26/2024 | Virtu Financial LLC | 35,334 | $2.27M | 0.2% | N/A | 0.102% | |
2/23/2024 | Chicago Partners Investment Group LLC | 3,036 | $203K | 0.0% | -32.7% | 0.009% | |
2/15/2024 | Comerica Bank | 21,296 | $1.37M | 0.0% | -1.9% | 0.061% | |
2/14/2024 | Bennett Associates Wealth Management | 26,273 | $1.68M | 1.6% | N/A | 0.076% | |
2/14/2024 | Regal Investment Advisors LLC | 47,634 | $3.05M | 0.2% | -5.4% | 0.137% | |
2/13/2024 | Platform Technology Partners | 3,151 | $212K | 0.1% | -40.9% | 0.009% | |
2/13/2024 | Oppenheimer & Co. Inc. | 36,478 | $2.34M | 0.0% | -2.9% | 0.105% | |
2/13/2024 | TFG Advisers LLC | 12,294 | $788K | 0.3% | +2.8% | 0.035% | |
2/12/2024 | Harvest Investment Services LLC | 48,235 | $3.09M | 1.4% | -8.5% | 0.139% | |
2/12/2024 | StoneX Group Inc. | 21,900 | $1.41M | 0.2% | -1.3% | 0.063% | |
2/12/2024 | Stifel Financial Corp | 315,234 | $20.21M | 0.0% | -1.6% | 0.907% | |
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2/12/2024 | Pine Valley Investments Ltd Liability Co | 117,615 | $7.54M | 0.5% | -4.3% | 0.338% | |
2/9/2024 | Advisory Services Network LLC | 4,474 | $287K | 0.0% | -17.7% | 0.013% | |
2/9/2024 | Orion Portfolio Solutions LLC | 125,719 | $7.92M | 0.1% | +0.9% | 0.362% | |
2/9/2024 | US Bancorp DE | 16,126 | $1.03M | 0.0% | -3.6% | 0.046% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 119,007 | $7.63M | 0.0% | +8.2% | 0.342% | |
2/9/2024 | Financial Advisors Network Inc. | 4,200 | $269K | 0.1% | -9.1% | 0.012% | |
2/9/2024 | Assetmark Inc. | 57,188 | $3.67M | 0.0% | +36.4% | 0.165% | |
2/9/2024 | D.A. Davidson & CO. | 234,992 | $15.06M | 0.1% | -3.3% | 0.676% | |
2/9/2024 | Wells Fargo & Company MN | 1,404,952 | $90.04M | 0.0% | +7.6% | 4.042% | |
2/9/2024 | UBS Group AG | 1,082,866 | $69.40M | 0.0% | +28.8% | 3.115% | |