5/17/2024 | Jaffetilchin Investment Partners LLC | 66,647 | $1.15M | 0.1% | -13.6% | 0.022% | |
5/17/2024 | Comerica Bank | 422,159 | $7.31M | 0.0% | -8.5% | 0.138% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 171,273 | $2.74M | 0.1% | +673.4% | 0.056% | |
5/16/2024 | Icon Wealth Advisors LLC | 152,411 | $2.64M | 0.2% | -10.3% | 0.050% | |
5/16/2024 | Waverly Advisors LLC | 670,303 | $11.61M | 0.3% | N/A | 0.219% | |
5/16/2024 | Kinloch Capital LLC | 345,421 | $5.98M | 3.1% | +33.3% | 0.113% | |
|
5/15/2024 | Kestra Advisory Services LLC | 2,134,429 | $36.97M | 0.2% | +4.9% | 0.697% | |
5/15/2024 | LRI Investments LLC | 50,449 | $870K | 0.1% | N/A | 0.016% | |
5/15/2024 | Quadrature Capital Ltd | 16,535 | $286K | 0.0% | N/A | 0.005% | |
5/14/2024 | Commonwealth Financial Services LLC | 55,582 | $937K | 0.2% | N/A | 0.018% | |
5/14/2024 | Northwest Wealth Management LLC | 45,184 | $783K | 0.2% | -42.3% | 0.015% | |
5/14/2024 | Owen LaRue LLC | 16,310 | $282K | 0.2% | -20.5% | 0.005% | |
5/13/2024 | Ameritas Investment Partners Inc. | 29,827 | $517K | 0.0% | N/A | 0.010% | |
5/11/2024 | Trustmark National Bank Trust Department | 216,232 | $3.75M | 0.3% | -17.3% | 0.071% | |
5/11/2024 | Ironwood Investment Counsel LLC | 500,669 | $8.67M | 1.5% | +27.5% | 0.164% | |
5/10/2024 | Osaic Holdings Inc. | 1,948,087 | $33.74M | 0.1% | +5.7% | 0.637% | |
5/10/2024 | Wintrust Investments LLC | 356,745 | $6.18M | 0.5% | +5.7% | 0.117% | |
5/9/2024 | Private Portfolio Partners LLC | 35,723 | $619K | 0.1% | -10.7% | 0.012% | |
5/9/2024 | Kingsview Wealth Management LLC | 88,756 | $1.54M | 0.0% | -0.9% | 0.029% | |
5/8/2024 | Darden Wealth Group Inc | 132,739 | $2.30M | 1.8% | +20.9% | 0.043% | |
5/8/2024 | Avantax Advisory Services Inc. | 331,142 | $5.74M | 0.1% | +10.3% | 0.108% | |
5/8/2024 | US Bancorp DE | 45,419 | $787K | 0.0% | -4.5% | 0.015% | |
5/7/2024 | Concurrent Investment Advisors LLC | 262,331 | $4.54M | 0.2% | +39.3% | 0.086% | |
5/7/2024 | Oppenheimer & Co. Inc. | 366,247 | $6.34M | 0.1% | +14.1% | 0.119% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,057,119 | $18.31M | 0.6% | +0.3% | 0.345% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 19,076 | $330K | 0.0% | N/A | 0.006% | |
5/6/2024 | Gill Capital Partners LLC | 204,056 | $3.47M | 1.4% | -7.1% | 0.067% | |
5/6/2024 | Gallacher Capital Management LLC | 98,962 | $1.71M | 0.9% | -7.2% | 0.032% | |
5/6/2024 | Advisory Alpha LLC | 220,533 | $3.82M | 0.2% | -2.3% | 0.072% | |
5/4/2024 | SPC Financial Inc. | 66,072 | $1.14M | 0.1% | -10.1% | 0.022% | |
5/4/2024 | Essex LLC | 68,017 | $1.18M | 0.3% | -3.2% | 0.022% | |
5/4/2024 | Csenge Advisory Group | 534,780 | $9.26M | 0.5% | +7.0% | 0.174% | |
5/3/2024 | Avidian Wealth Solutions LLC | 696,906 | $12.07M | 0.6% | +24.2% | 0.227% | |
5/2/2024 | Diversified LLC | 19,668 | $341K | 0.0% | +67.7% | 0.006% | |
5/2/2024 | Summit Financial Wealth Advisors LLC | 27,146 | $470K | 0.1% | -2.3% | 0.009% | |
5/1/2024 | Blackhawk Capital Partners LLC. | 141,206 | $2.45M | 1.5% | -5.8% | 0.046% | |
5/1/2024 | 1834 Investment Advisors Co. | 45,835 | $794K | 0.1% | -66.1% | 0.015% | |
5/1/2024 | Janney Montgomery Scott LLC | 1,791,800 | $31.03M | 0.1% | +22.0% | 0.584% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 402,242 | $6.97M | 3.9% | +4.0% | 0.131% | |
5/1/2024 | Flynn Zito Capital Management LLC | 193,723 | $3.36M | 1.7% | +1.9% | 0.063% | |
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4/30/2024 | Private Advisor Group LLC | 524,533 | $9.09M | 0.1% | +8.5% | 0.171% | |
4/30/2024 | J.W. Cole Advisors Inc. | 71,649 | $1.24M | 0.1% | -8.6% | 0.023% | |
4/30/2024 | WealthBridge Capital Management LLC | 75,238 | $1.30M | 0.4% | +5.3% | 0.025% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,295,885 | $22.45M | 0.0% | +6.1% | 0.422% | |
4/29/2024 | FAS Wealth Partners Inc. | 80,978 | $1.40M | 0.1% | -7.2% | 0.026% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 125,443 | $2.17M | 0.0% | -1.9% | 0.041% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 330,399 | $5.72M | 1.5% | +1.0% | 0.108% | |
4/26/2024 | Aspen Investment Management Inc | 214,872 | $3.72M | 1.9% | +0.6% | 0.070% | |
4/26/2024 | UMB Bank n.a. | 32,462 | $562K | 0.0% | -27.0% | 0.011% | |
4/26/2024 | Clear Creek Financial Management LLC | 32,346 | $560K | 0.1% | N/A | 0.011% | |
4/26/2024 | Chicago Partners Investment Group LLC | 353,246 | $6.03M | 0.3% | +5.6% | 0.115% | |
4/26/2024 | TI Trust Inc. | 18,024 | $312K | 0.2% | -6.4% | 0.006% | |
4/26/2024 | Tritonpoint Wealth LLC | 43,650 | $756K | 0.1% | +41.0% | 0.014% | |
4/26/2024 | Bogart Wealth LLC | 2,050 | $36K | 0.0% | N/A | 0.001% | |
4/25/2024 | Mendota Financial Group LLC | 12,755 | $221K | 0.1% | -86.1% | 0.004% | |
4/25/2024 | TRUE Private Wealth Advisors | 17,953 | $311K | 0.0% | +24.4% | 0.006% | |
4/25/2024 | Schnieders Capital Management LLC | 22,590 | $391K | 0.1% | -3.6% | 0.007% | |
4/25/2024 | Glassy Mountain Advisors Inc. | 345,241 | $5.98M | 2.3% | +6.0% | 0.113% | |
4/25/2024 | Capital Investment Advisory Services LLC | 135,567 | $2.35M | 0.3% | +5.7% | 0.044% | |
4/25/2024 | Triumph Capital Management | 490,004 | $8.53M | 3.5% | -4.0% | 0.160% | |
4/25/2024 | IMA Wealth Inc. | 202,563 | $3.51M | 1.7% | -2.5% | 0.066% | |
4/25/2024 | Summit Financial LLC | 59,562 | $1.03M | 0.1% | -30.8% | 0.019% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,268,246 | $21.97M | 0.1% | +1.8% | 0.413% | |
4/24/2024 | Private Trust Co. NA | 82,967 | $1.44M | 0.2% | -18.4% | 0.027% | |
4/24/2024 | Family Legacy Inc. | 280,276 | $4.85M | 1.7% | -0.4% | 0.091% | |
4/24/2024 | Trinity Legacy Partners LLC | 950,065 | $16.46M | 4.8% | +32.8% | 0.310% | |
4/24/2024 | NBT Bank N A NY | 4,825 | $84K | 0.0% | -13.9% | 0.002% | |
4/24/2024 | Midwest Heritage Bank FSB | 256,077 | $4.44M | 2.3% | +17.8% | 0.083% | |
4/23/2024 | Global Retirement Partners LLC | 18,906 | $327K | 0.0% | +9.9% | 0.006% | |
4/23/2024 | Cornell Pochily Investment Advisors Inc. | 55,724 | $965K | 0.4% | -3.0% | 0.018% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 287,804 | $4.99M | 2.8% | +2.2% | 0.094% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 11,609 | $201K | 0.0% | +9.6% | 0.004% | |
4/23/2024 | Gradient Investments LLC | 783,554 | $13.57M | 0.3% | +12.1% | 0.255% | |
4/23/2024 | TrueWealth Advisors LLC | 38,253 | $663K | 0.3% | +4.4% | 0.012% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 5,394,476 | $93.43M | 0.1% | +7.8% | 1.759% | |
4/23/2024 | Prospect Financial Services LLC | 48,626 | $842K | 0.7% | +91.1% | 0.016% | |
4/22/2024 | Strategic Financial Concepts LLC | 110,692 | $1.92M | 0.5% | +14.8% | 0.036% | |
4/22/2024 | American Financial Advisors LLC | 13,217 | $229K | 0.0% | -20.6% | 0.004% | |
4/22/2024 | PFG Investments LLC | 17,090 | $296K | 0.0% | +6.6% | 0.006% | |
4/22/2024 | Raymond James & Associates | 3,334,448 | $57.75M | 0.0% | +7.5% | 1.087% | |
4/22/2024 | Everpar Advisors LLC | 19,698 | $341K | 0.2% | -36.8% | 0.006% | |
4/19/2024 | Mainsail Financial Group LLC | 91,540 | $1.59M | 1.1% | +4.3% | 0.028% | |
4/19/2024 | Hudson Capital Management LLC | 16,208 | $281K | 0.1% | -91.1% | 0.005% | |
4/19/2024 | Lake Street Private Wealth LLC | 143,776 | $2.49M | 0.3% | +10.5% | 0.043% | |
4/19/2024 | OMNI 360 Wealth Inc. | 24,639 | $427K | 0.3% | -8.7% | 0.007% | |
4/18/2024 | SeaCrest Wealth Management LLC | 10,897 | $189K | 0.0% | -18.4% | 0.003% | |
4/18/2024 | Naviter Wealth LLC | 180,620 | $3.13M | 0.5% | -2.2% | 0.054% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 58,336 | $1.01M | 0.4% | -1.1% | 0.018% | |
4/18/2024 | Woodmont Investment Counsel LLC | 10,048 | $174K | 0.0% | N/A | 0.003% | |
4/18/2024 | Synergy Asset Management LLC | 424,860 | $7.36M | 1.2% | N/A | 0.128% | |
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4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 149,957 | $2.60M | 0.6% | +0.6% | 0.045% | |
4/18/2024 | Claro Advisors LLC | 19,911 | $345K | 0.1% | -13.8% | 0.006% | |
4/18/2024 | Choice Wealth Advisors LLC | 288,588 | $5.00M | 3.0% | -0.2% | 0.087% | |
4/18/2024 | Miracle Mile Advisors LLC | 501,622 | $8.69M | 0.2% | -28.9% | 0.151% | |
4/18/2024 | SteelPeak Wealth LLC | 27,279 | $472K | 0.0% | +50.4% | 0.008% | |
4/17/2024 | Burns J W & Co. Inc. NY | 18,025 | $312K | 0.0% | -27.7% | 0.005% | |
4/16/2024 | Toth Financial Advisory Corp | 159,870 | $2.77M | 0.3% | +5.8% | 0.048% | |
4/16/2024 | Indiana Trust & Investment Management CO | 2,546 | $44K | 0.0% | N/A | 0.001% | |
4/16/2024 | Howard Financial Services LTD. | 247,965 | $4.30M | 0.7% | +26.0% | 0.075% | |
4/16/2024 | Transform Wealth LLC | 665,132 | $11.52M | 1.1% | +9.4% | 0.200% | |