5/17/2024 | Comerica Bank | 6,362 | $354K | 0.0% | -64.5% | 0.018% | |
5/16/2024 | Jane Street Group LLC | 75,003 | $4.18M | 0.0% | +12.3% | 0.207% | |
5/16/2024 | High Falls Advisors Inc | 15,574 | $867K | 0.2% | +5.6% | 0.043% | |
5/16/2024 | Waverly Advisors LLC | 241,670 | $13.45M | 0.3% | +26.1% | 0.668% | |
5/14/2024 | Northwest Wealth Management LLC | 56,386 | $3.14M | 0.9% | +1.0% | 0.156% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 13,899 | $774K | 0.1% | -15.6% | 0.038% | |
|
5/10/2024 | Osaic Holdings Inc. | 170,299 | $9.48M | 0.0% | -1.5% | 0.470% | |
5/10/2024 | Nicolet Advisory Services LLC | 8,755 | $483K | 0.0% | -2.2% | 0.024% | |
5/10/2024 | First Foundation Advisors | 66,109 | $3.68M | 0.1% | +9.7% | 0.183% | |
5/10/2024 | Reston Wealth Management LLC | 9,779 | $544K | 0.2% | +34.9% | 0.027% | |
5/9/2024 | Kingsview Wealth Management LLC | 14,400 | $802K | 0.0% | -34.7% | 0.040% | |
5/8/2024 | Camarda Financial Advisors LLC | 9,800 | $546K | 0.2% | -2.0% | 0.027% | |
5/8/2024 | Bell Investment Advisors Inc | 149,960 | $8.35M | 1.6% | +0.5% | 0.414% | |
5/8/2024 | Avantax Advisory Services Inc. | 41,996 | $2.34M | 0.0% | -4.1% | 0.116% | |
5/8/2024 | Verus Financial Partners Inc. | 4,476 | $249K | 0.0% | -60.8% | 0.012% | |
5/8/2024 | Wealth Forward LLC | 103,645 | $5.77M | 4.5% | +1.3% | 0.286% | |
5/7/2024 | Nvwm LLC | 5,366 | $299K | 0.1% | +3.6% | 0.015% | |
5/7/2024 | Howard Wealth Management LLC | 4,984 | $277K | 0.2% | -5.0% | 0.014% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 9,472 | $527K | 0.0% | -9.5% | 0.026% | |
5/6/2024 | Gallacher Capital Management LLC | 8,561 | $477K | 0.2% | -3.2% | 0.024% | |
5/3/2024 | RIA Advisory Group LLC | 9,629 | $536K | 0.2% | -37.9% | 0.027% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 17,755 | $988K | 0.0% | -26.1% | 0.049% | |
5/2/2024 | FinTrust Capital Advisors LLC | 40,838 | $2.27M | 0.4% | +17.0% | 0.113% | |
5/2/2024 | PDS Planning Inc | 16,572 | $923K | 0.1% | -1.9% | 0.046% | |
5/1/2024 | Janney Montgomery Scott LLC | 38,655 | $2.15M | 0.0% | -84.9% | 0.107% | |
5/1/2024 | Prosperity Consulting Group LLC | 36,052 | $2.01M | 0.3% | +78.1% | 0.100% | |
5/1/2024 | Mission Wealth Management LP | 11,369 | $633K | 0.0% | N/A | 0.031% | |
5/1/2024 | Worth Financial Advisory Group LLC | 37,758 | $2.10M | 1.5% | -1.6% | 0.104% | |
4/30/2024 | Private Advisor Group LLC | 26,240 | $1.46M | 0.0% | +18.1% | 0.072% | |
4/30/2024 | Strategic Wealth Partners Group LLC | 318,981 | $17.76M | 2.0% | -1.9% | 0.867% | |
4/29/2024 | Commonwealth Equity Services LLC | 83,061 | $4.62M | 0.0% | +3.4% | 0.226% | |
4/29/2024 | RWA Wealth Partners LLC | 49,556 | $2.76M | 0.0% | -2.1% | 0.135% | |
4/29/2024 | Archvest Wealth Advisors Inc. | 4,270 | $237K | 0.2% | +5.7% | 0.012% | |
4/29/2024 | Brio Consultants LLC | 5,712 | $318K | 0.1% | N/A | 0.016% | |
4/27/2024 | DORVAL Corp | 6,294 | $342K | 0.2% | N/A | 0.017% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 15,161 | $844K | 0.1% | -3.4% | 0.041% | |
4/26/2024 | Clear Creek Financial Management LLC | 4,313 | $240K | 0.0% | -7.7% | 0.012% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 619,549 | $34.49M | 0.8% | N/A | 1.684% | |
4/25/2024 | Lodestar Private Asset Management LLC | 66,099 | $3.68M | 0.5% | +4.6% | 0.180% | |
4/25/2024 | TRUE Private Wealth Advisors | 112,878 | $6.28M | 0.7% | +2.3% | 0.307% | |
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4/25/2024 | Capital Investment Advisory Services LLC | 4,308 | $240K | 0.0% | -9.3% | 0.012% | |
4/25/2024 | Eudaimonia Advisors LLC | 9,252 | $515K | 0.3% | +17.8% | 0.025% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 174,036 | $9.69M | 0.0% | +1.0% | 0.473% | |
4/24/2024 | Patton Albertson Miller Group LLC | 76,877 | $4.28M | 0.6% | -2.9% | 0.209% | |
4/24/2024 | CENTRAL TRUST Co | 11,697 | $651K | 0.0% | +2.3% | 0.032% | |
4/24/2024 | Marino Stram & Associates LLC | 71,671 | $3.99M | 0.9% | -1.4% | 0.195% | |
4/24/2024 | Dakota Wealth Management | 90,669 | $5.05M | 0.1% | -1.6% | 0.246% | |
4/24/2024 | Landmark Wealth Management LLC | 4,322 | $241K | 0.1% | -22.0% | 0.012% | |
4/24/2024 | Archford Capital Strategies LLC | 11,262 | $627K | 0.1% | -1.8% | 0.031% | |
4/24/2024 | NBT Bank N A NY | 71,700 | $3.99M | 0.3% | +8.4% | 0.195% | |
4/23/2024 | BSW Wealth Partners | 134,712 | $7.50M | 1.3% | -11.1% | 0.366% | |
4/23/2024 | Milestone Asset Management LLC | 9,218 | $513K | 0.1% | +64.5% | 0.025% | |
4/23/2024 | Morton Brown Family Wealth LLC | 12,621 | $703K | 0.3% | -2.4% | 0.034% | |
4/23/2024 | Venturi Wealth Management LLC | 6,597 | $367K | 0.0% | -5.7% | 0.018% | |
4/23/2024 | Viewpoint Investment Partners Corp | 57,590 | $3.21M | 2.5% | +31.4% | 0.156% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 50,198 | $2.80M | 0.0% | +3.4% | 0.136% | |
4/22/2024 | Corrigan Financial Inc. | 10,201 | $568K | 0.1% | N/A | 0.028% | |
4/22/2024 | Cahaba Wealth Management Inc. | 13,914 | $775K | 0.1% | -6.6% | 0.038% | |
4/22/2024 | Greystone Financial Group LLC | 16,980 | $945K | 0.2% | +19.2% | 0.046% | |
4/22/2024 | CKW Financial Group | 5,837 | $324K | 0.0% | +4.4% | 0.016% | |
4/19/2024 | Fort Henry Capital LLC | 59,346 | $3.30M | 2.4% | -2.3% | 0.161% | |
4/19/2024 | RTD Financial Advisors Inc. | 29,165 | $1.62M | 0.2% | +9.3% | 0.079% | |
4/19/2024 | Tempus Wealth Planning LLC | 10,596 | $590K | 0.3% | +2.8% | 0.029% | |
4/18/2024 | Oxinas Partners Wealth Management LLC | 21,031 | $1.17M | 0.8% | +30.0% | 0.057% | |
4/18/2024 | Fidato Wealth LLC | 12,670 | $705K | 0.6% | +8.5% | 0.034% | |
4/18/2024 | Kowal Investment Group LLC | 5,450 | $303K | 0.1% | -32.1% | 0.015% | |
4/17/2024 | Trilogy Capital Inc. | 14,896 | $829K | 0.0% | -16.2% | 0.040% | |
4/17/2024 | Avalon Capital Management | 15,048 | $838K | 0.3% | +7.2% | 0.041% | |
4/16/2024 | Weaver Consulting Group | 75,453 | $4.20M | 1.6% | -0.3% | 0.205% | |
4/16/2024 | Capital Insight Partners LLC | 24,657 | $1.37M | 0.3% | -14.6% | 0.067% | |
4/16/2024 | Harbor Group Inc. | 27,661 | $1.54M | 0.4% | -4.5% | 0.075% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 76,490 | $4.26M | 0.0% | +2.1% | 0.208% | |
4/15/2024 | Aspiriant LLC | 414,900 | $23.10M | 1.0% | -10.6% | 1.127% | |
4/15/2024 | Brookstone Capital Management | 62,238 | $3.47M | 0.1% | -2.7% | 0.169% | |
4/15/2024 | Sunbelt Securities Inc. | 5,818 | $324K | 0.0% | +51.6% | 0.016% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 11,500 | $640K | 0.1% | -2.5% | 0.031% | |
4/12/2024 | Fermata Advisors LLC | 3,615 | $201K | 0.0% | N/A | 0.010% | |
4/12/2024 | Divergent Planning LLC | 5,244 | $291K | 0.1% | -7.3% | 0.014% | |
4/12/2024 | Global Assets Advisory LLC | 1,191,466 | $66.33M | 0.2% | +5,662.8% | 3.169% | |
4/12/2024 | AdvisorNet Financial Inc | 11,813 | $658K | 0.1% | -28.7% | 0.031% | |
4/12/2024 | Lbmc Investment Advisors LLC | 79,982 | $4.45M | 0.4% | -0.5% | 0.213% | |
4/11/2024 | Unique Wealth LLC | 86,310 | $4.81M | 1.4% | +2.2% | 0.230% | |
4/11/2024 | International Assets Investment Management LLC | 4,586 | $254K | 0.0% | +7.4% | 0.012% | |
4/11/2024 | Boston Standard Wealth Management LLC | 6,980 | $389K | 0.1% | +24.3% | 0.019% | |
4/11/2024 | MCIA Inc | 10,284 | $568K | 0.2% | -9.1% | 0.027% | |
4/10/2024 | Legacy Financial Group LLC | 31,403 | $1.75M | 0.4% | N/A | 0.084% | |
4/10/2024 | Weitzel Financial Services Inc. | 6,972 | $386K | 0.2% | +15.8% | 0.019% | |
4/9/2024 | Ellenbecker Investment Group | 68,052 | $3.79M | 0.8% | +4.8% | 0.181% | |
4/9/2024 | New Capital Management LP | 8,033 | $447K | 0.1% | +2.3% | 0.021% | |
4/3/2024 | Strategic Advocates LLC | 6,774 | $377K | 0.1% | -2.7% | 0.018% | |
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4/2/2024 | Stonehearth Capital Management LLC | 3,952 | $220K | 0.1% | N/A | 0.011% | |
3/6/2024 | SageView Advisory Group LLC | 13,103 | $700K | 0.0% | -6.0% | 0.035% | |
3/1/2024 | Transcendent Capital Group LLC | 723 | $38K | 0.0% | N/A | 0.002% | |
2/26/2024 | Integrated Advisors Network LLC | 32,322 | $1.72M | 0.1% | -1.6% | 0.086% | |
2/22/2024 | Napa Wealth Management | 43,927 | $2.34M | 1.3% | N/A | 0.117% | |
2/21/2024 | Wealth Forward LLC | 102,305 | $5.44M | 4.6% | N/A | 0.272% | |
2/16/2024 | Global Assets Advisory LLC | 20,675 | $1.09M | 1.4% | +2.5% | 0.055% | |
2/15/2024 | Bell Investment Advisors Inc | 149,153 | $7.93M | 1.6% | -5.0% | 0.397% | |
2/14/2024 | Syverson Strege & Co | 6,780 | $361K | 0.1% | -28.6% | 0.018% | |
2/14/2024 | Waverly Advisors LLC | 191,714 | $10.20M | 0.4% | +0.9% | 0.510% | |