5/17/2024 | Comerica Bank | 1,147 | $114K | 0.0% | -66.8% | 0.004% | |
5/16/2024 | Jane Street Group LLC | 121,364 | $12.07M | 0.0% | +1,560.2% | 0.432% | |
5/16/2024 | Fairbanks Capital Management Inc. | 24,400 | $2.24M | 1.5% | +399.0% | 0.087% | |
5/15/2024 | Epoch Investment Partners Inc. | 175,905 | $17.49M | 0.1% | -13.9% | 0.626% | |
5/14/2024 | EP Wealth Advisors LLC | 63,644 | $6.33M | 0.1% | -29.5% | 0.226% | |
5/14/2024 | CreativeOne Wealth LLC | 4,450 | $442K | 0.0% | N/A | 0.016% | |
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5/14/2024 | Lake Street Advisors Group LLC | 115,000 | $11.43M | 0.5% | N/A | 0.409% | |
5/11/2024 | Peak Asset Management LLC | 140,383 | $13.96M | 2.8% | +5.5% | 0.500% | |
5/11/2024 | Jacobi Capital Management LLC | 2,870 | $285K | 0.0% | -75.5% | 0.010% | |
5/10/2024 | Osaic Holdings Inc. | 779,210 | $77.47M | 0.2% | +5.8% | 2.773% | |
5/10/2024 | Kelman Lazarov Inc. | 135,558 | $13.48M | 2.6% | -12.5% | 0.482% | |
5/10/2024 | Horizon Family Wealth Inc. | 35,378 | $3.52M | 2.7% | +211.9% | 0.126% | |
5/9/2024 | Delos Wealth Advisors LLC | 131,727 | $13.10M | 14.7% | +0.7% | 0.469% | |
5/9/2024 | Private Portfolio Partners LLC | 31,130 | $3.10M | 0.6% | -10.1% | 0.111% | |
5/9/2024 | Orion Portfolio Solutions LLC | 24,170 | $2.40M | 0.0% | -14.6% | 0.086% | |
5/9/2024 | Fortis Capital Advisors LLC | 3,224 | $321K | 0.1% | -81.9% | 0.011% | |
5/9/2024 | Portland Global Advisors LLC | 111,134 | $11.05M | 1.5% | +26.0% | 0.395% | |
5/9/2024 | Eagle Bay Advisors LLC | 37,846 | $3.76M | 2.4% | -19.8% | 0.135% | |
5/8/2024 | Sheets Smith Wealth Management | 15,389 | $1.53M | 0.2% | +18.5% | 0.055% | |
5/8/2024 | Avantax Advisory Services Inc. | 18,130 | $1.80M | 0.0% | +10.0% | 0.065% | |
5/7/2024 | Anson Capital Inc. | 17,123 | $1.70M | 2.4% | +70.8% | 0.061% | |
5/7/2024 | Choate Investment Advisors | 162,819 | $16.19M | 0.4% | +6.5% | 0.579% | |
5/7/2024 | Concurrent Investment Advisors LLC | 12,678 | $1.26M | 0.1% | +157.8% | 0.045% | |
5/7/2024 | Pecaut & CO. | 245,198 | $24.38M | 9.1% | +9.0% | 0.873% | |
5/7/2024 | PFG Advisors | 4,460 | $443K | 0.0% | -56.1% | 0.016% | |
5/3/2024 | WealthTrust Asset Management LLC | 4,318 | $429K | 0.3% | -82.8% | 0.015% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,284 | $824K | 0.1% | N/A | 0.029% | |
5/3/2024 | Proficio Capital Partners LLC | 309,087 | $30.31M | 3.3% | -45.6% | 1.100% | |
5/3/2024 | Meridian Management Co. | 10,062 | $1M | 0.3% | +5.6% | 0.036% | |
5/2/2024 | Smart Money Group LLC | 14,599 | $1.45M | 0.6% | +16.5% | 0.052% | |
5/2/2024 | Salomon & Ludwin LLC | 1,813 | $180K | 0.0% | N/A | 0.006% | |
5/2/2024 | Financial Counselors Inc. | 4,347 | $432K | 0.0% | N/A | 0.015% | |
5/1/2024 | Janney Montgomery Scott LLC | 34,595 | $3.44M | 0.0% | -38.1% | 0.123% | |
5/1/2024 | Auour Investments LLC | 48,728 | $4.85M | 1.8% | +19.9% | 0.173% | |
5/1/2024 | Blue Trust Inc. | 84,413 | $8.39M | 0.1% | +87.7% | 0.300% | |
4/30/2024 | Private Advisor Group LLC | 75,272 | $7.48M | 0.1% | -10.3% | 0.268% | |
4/30/2024 | Hartline Investment Corp | 3,210 | $319K | 0.1% | N/A | 0.011% | |
4/30/2024 | Fortis Group Advisors LLC | 274,262 | $27.27M | 5.0% | -54.6% | 0.976% | |
4/30/2024 | Wooster Corthell Wealth Management Inc. | 10,635 | $1.06M | 0.2% | +305.0% | 0.038% | |
4/29/2024 | Commonwealth Equity Services LLC | 264,614 | $26.31M | 0.0% | +9.1% | 0.942% | |
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4/29/2024 | Onyx Bridge Wealth Group LLC | 33,321 | $3.31M | 0.6% | +13.6% | 0.119% | |
4/27/2024 | Treasure Coast Financial Planning | 108,024 | $10.74M | 7.0% | +1.8% | 0.384% | |
4/26/2024 | Clear Creek Financial Management LLC | 11,366 | $1.13M | 0.1% | -7.1% | 0.040% | |
4/26/2024 | Carr Financial Group Corp | 28,761 | $2.86M | 1.0% | -20.9% | 0.102% | |
4/26/2024 | MONECO Advisors LLC | 3,365 | $335K | 0.1% | +53.4% | 0.012% | |
4/25/2024 | One Day In July LLC | 48,650 | $4.84M | 0.6% | +1,478.5% | 0.173% | |
4/25/2024 | Long Run Wealth Advisors LLC | 15,500 | $1.54M | 0.4% | N/A | 0.055% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 23,536 | $2.34M | 0.0% | -13.8% | 0.084% | |
4/24/2024 | Private Trust Co. NA | 6,340 | $630K | 0.1% | -3.1% | 0.023% | |
4/24/2024 | Trinity Legacy Partners LLC | 2,929 | $291K | 0.1% | -93.4% | 0.010% | |
4/24/2024 | Sightline Wealth Advisors LLC | 16,638 | $1.65M | 1.1% | N/A | 0.059% | |
4/24/2024 | Dakota Wealth Management | 79,827 | $7.94M | 0.2% | -38.0% | 0.284% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 1,379 | $137K | 0.0% | N/A | 0.005% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 34,441 | $3.42M | 0.0% | -63.0% | 0.123% | |
4/22/2024 | Strategic Financial Concepts LLC | 2,057 | $205K | 0.0% | N/A | 0.007% | |
4/22/2024 | Legacy CG LLC | 91,628 | $9.11M | 3.3% | -24.2% | 0.326% | |
4/22/2024 | Parsons Capital Management Inc. RI | 15,175 | $1.51M | 0.1% | +0.9% | 0.054% | |
4/22/2024 | Raymond James & Associates | 131,923 | $13.12M | 0.0% | -40.7% | 0.469% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 161,030 | $16.01M | 0.9% | -9.6% | 0.573% | |
4/19/2024 | Ndwm LLC | 183,452 | $18.24M | 16.6% | -0.7% | 0.653% | |
4/19/2024 | Altiora Financial Group LLC | 226,368 | $22.51M | 6.1% | +11.9% | 0.806% | |
4/18/2024 | Capital Advisors Ltd. LLC | 14,549 | $1.45M | 0.2% | +8.1% | 0.052% | |
4/18/2024 | Iams Wealth Management LLC | 159,942 | $15.90M | 9.7% | +25.7% | 0.569% | |
4/18/2024 | AlphaMark Advisors LLC | 260 | $26K | 0.0% | N/A | 0.001% | |
4/18/2024 | WJ Wealth Management LLC | 13,610 | $1.35M | 0.5% | -41.5% | 0.048% | |
4/16/2024 | MCF Advisors LLC | 14,332 | $1.43M | 0.1% | -13.2% | 0.060% | |
4/16/2024 | Courier Capital LLC | 32,824 | $3.26M | 0.2% | -2.2% | 0.138% | |
4/16/2024 | RiverTree Advisors LLC | 9,364 | $931K | 0.6% | -30.9% | 0.039% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 22,257 | $2.21M | 0.0% | +59.0% | 0.094% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 4,321 | $430K | 0.0% | -27.1% | 0.018% | |
4/15/2024 | DGS Capital Management LLC | 6,581 | $654K | 0.2% | N/A | 0.028% | |
4/13/2024 | Priebe Wealth Holdings LLC | 51,977 | $5.17M | 4.0% | +18.5% | 0.219% | |
4/13/2024 | Retirement Planning Group LLC | 2,020 | $201K | 0.0% | N/A | 0.009% | |
4/12/2024 | Worth Asset Management LLC | 3,088 | $307K | 0.2% | -21.9% | 0.013% | |
4/12/2024 | Global Assets Advisory LLC | 67,805 | $6.74M | 0.0% | N/A | 0.285% | |
4/11/2024 | Beacon Capital Management Inc. | 110,577 | $10.95M | 0.5% | -8.6% | 0.466% | |
4/9/2024 | Northwest Capital Management Inc | 6,956 | $692K | 0.2% | -6.7% | 0.029% | |
4/5/2024 | NBC Securities Inc. | 2,255 | $224K | 0.0% | -66.7% | 0.009% | |
4/4/2024 | Advance Capital Management Inc. | 13,677 | $1.36M | 0.1% | -73.8% | 0.058% | |
4/2/2024 | ST Germain D J Co. Inc. | 49,828 | $4.95M | 0.2% | -2.5% | 0.210% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,941 | $292K | 0.0% | N/A | 0.012% | |
3/13/2024 | MONECO Advisors LLC | 2,194 | $217K | 0.0% | -45.0% | 0.009% | |
3/4/2024 | Fortis Group Advisors LLC | 604,176 | $60.18M | 14.8% | N/A | 2.544% | |
2/28/2024 | EP Wealth Advisors LLC | 90,278 | $8.95M | 0.1% | -0.2% | 0.380% | |
2/26/2024 | Centaurus Financial Inc. | 129,127 | $12.80M | 1.0% | +47.9% | 0.544% | |
2/22/2024 | Napa Wealth Management | 191,649 | $19.00M | 10.3% | N/A | 0.807% | |
2/21/2024 | Austin Wealth Management LLC | 93,792 | $9.31M | 2.5% | +12.7% | 0.395% | |
2/16/2024 | Studio Investment Management LLC | 28,910 | $2.87M | 0.7% | -10.6% | 0.122% | |
2/15/2024 | Petredis Investment Advisors LLC | 170,604 | $16.91M | 2.2% | -32.9% | 0.718% | |
2/14/2024 | Kingfisher Capital LLC | 51,323 | $5.09M | 1.3% | -2.0% | 0.216% | |
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2/14/2024 | Waverly Advisors LLC | 123,162 | $12.21M | 0.5% | -0.5% | 0.519% | |
2/14/2024 | True Wealth Design LLC | 7,297 | $723K | 0.2% | -8.9% | 0.031% | |
2/14/2024 | Jacobi Capital Management LLC | 11,708 | $1.16M | 0.1% | -29.4% | 0.049% | |
2/14/2024 | TMD Wealth Management LLC | 147,414 | $14.61M | 3.8% | -13.0% | 0.621% | |
2/14/2024 | Waterloo Capital L.P. | 8,091 | $802K | 0.1% | +69.0% | 0.034% | |
2/13/2024 | Epoch Investment Partners Inc. | 204,255 | $20.25M | 0.1% | +50.3% | 0.860% | |
2/13/2024 | Envestnet Asset Management Inc. | 602,241 | $59.69M | 0.0% | +40.5% | 2.536% | |
2/13/2024 | Stephens Inc. AR | 307,641 | $30.49M | 0.5% | +8.2% | 1.295% | |
2/13/2024 | Cetera Advisor Networks LLC | 113,369 | $11.24M | 0.1% | -14.8% | 0.477% | |
2/13/2024 | Belpointe Asset Management LLC | 17,839 | $1.77M | 0.2% | -67.9% | 0.075% | |