5/11/2024 | Patten & Patten Inc. TN | 5,270 | $309K | 0.0% | -11.9% | 0.006% | |
5/10/2024 | Osaic Holdings Inc. | 402,666 | $23.60M | 0.1% | -6.2% | 0.426% | |
5/10/2024 | Nwam LLC | 9,020 | $504K | 0.0% | -2.9% | 0.010% | |
5/9/2024 | Orion Portfolio Solutions LLC | 17,228 | $1.01M | 0.0% | -14.8% | 0.018% | |
5/9/2024 | Blair William & Co. IL | 102,562 | $6.01M | 0.0% | +1.5% | 0.109% | |
5/9/2024 | Kingsview Wealth Management LLC | 112,723 | $6.60M | 0.2% | +300.8% | 0.118% | |
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5/9/2024 | Pettyjohn Wood & White Inc. | 8,410 | $493K | 0.1% | -6.7% | 0.009% | |
5/9/2024 | WP Advisors LLC | 31,867 | $1.87M | 0.6% | +7.3% | 0.033% | |
5/8/2024 | Edmond DE Rothschild Holding S.A. | 11,062 | $648K | 0.0% | -33.4% | 0.012% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 246,621 | $14.45M | 0.9% | +5.7% | 0.259% | |
5/8/2024 | Bleakley Financial Group LLC | 3,654 | $214K | 0.0% | N/A | 0.004% | |
5/8/2024 | Avantax Advisory Services Inc. | 68,610 | $4.02M | 0.0% | -22.5% | 0.072% | |
5/8/2024 | US Bancorp DE | 40,844 | $2.39M | 0.0% | -20.4% | 0.043% | |
5/8/2024 | Headlands Technologies LLC | 461 | $27K | 0.0% | N/A | 0.000% | |
5/8/2024 | Thoroughbred Financial Services LLC | 4,445 | $260K | 0.0% | -20.1% | 0.005% | |
5/7/2024 | Bedel Financial Consulting Inc. | 3,534 | $207K | 0.0% | N/A | 0.004% | |
5/7/2024 | Concurrent Investment Advisors LLC | 9,387 | $550K | 0.0% | -8.2% | 0.010% | |
5/7/2024 | Montag A & Associates Inc. | 2,020 | $118K | 0.0% | +236.7% | 0.002% | |
5/7/2024 | Bernardo Wealth Planning LLC | 7,152 | $419K | 0.1% | -22.4% | 0.008% | |
5/7/2024 | Avalon Trust Co | 1,000 | $59K | 0.0% | -16.7% | 0.001% | |
5/7/2024 | EQ LLC | 15,759 | $923K | 0.6% | -5.6% | 0.017% | |
5/7/2024 | Oppenheimer & Co. Inc. | 14,352 | $841K | 0.0% | -72.1% | 0.015% | |
5/7/2024 | Hilltop National Bank | 3,555 | $208K | 0.1% | N/A | 0.004% | |
5/7/2024 | Howard Wealth Management LLC | 3,515 | $206K | 0.2% | -14.7% | 0.004% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 18,299 | $1.07M | 0.6% | -1.8% | 0.019% | |
5/7/2024 | SG Americas Securities LLC | 6,127 | $359K | 0.0% | +107.3% | 0.006% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,039 | $412K | 0.0% | -5.5% | 0.007% | |
5/6/2024 | Concord Investment Counsel Inc. | 53,493 | $3.13M | 1.1% | N/A | 0.056% | |
5/6/2024 | Gallacher Capital Management LLC | 9,632 | $564K | 0.3% | +2.0% | 0.010% | |
5/6/2024 | Advisory Alpha LLC | 5,345 | $313K | 0.0% | -10.3% | 0.006% | |
5/4/2024 | Geneos Wealth Management Inc. | 48,270 | $2.83M | 0.1% | -13.1% | 0.051% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 108,597 | $6.36M | 1.9% | N/A | 0.114% | |
5/4/2024 | Csenge Advisory Group | 7,119 | $417K | 0.0% | -14.8% | 0.007% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 19,274 | $1.13M | 0.6% | -2.6% | 0.020% | |
5/3/2024 | Forte Asset Management LLC | 3,608 | $211K | 0.1% | N/A | 0.004% | |
5/3/2024 | Larson Financial Group LLC | 3,637 | $213K | 0.0% | +7.1% | 0.004% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 18,189 | $1.07M | 0.1% | -22.6% | 0.019% | |
5/2/2024 | Diversified LLC | 57,144 | $3.35M | 0.5% | -1.9% | 0.060% | |
5/2/2024 | RiverFront Investment Group LLC | 267,733 | $15.69M | 0.4% | +10.5% | 0.281% | |
5/2/2024 | USAdvisors Wealth Management LLC | 17,446 | $1.02M | 0.4% | -4.0% | 0.018% | |
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5/2/2024 | Hudock Inc. | 3,665 | $215K | 0.0% | N/A | 0.004% | |
5/2/2024 | Fifth Lane Capital LP | 3,425 | $201K | 0.2% | N/A | 0.004% | |
5/2/2024 | BNP Paribas | 600 | $35K | 0.0% | N/A | 0.001% | |
5/2/2024 | Choreo LLC | 19,425 | $1.14M | 0.0% | +4.4% | 0.020% | |
5/2/2024 | Comprehensive Wealth Management LLC | 8,638 | $506K | 0.4% | +3.8% | 0.009% | |
5/2/2024 | Moloney Securities Asset Management LLC | 6,650 | $390K | 0.1% | -6.3% | 0.007% | |
5/2/2024 | Martin Capital Advisors LLP | 3,545 | $208K | 0.2% | -33.7% | 0.004% | |
5/1/2024 | StoneX Group Inc. | 16,764 | $982K | 0.1% | +19.6% | 0.018% | |
5/1/2024 | 1834 Investment Advisors Co. | 3,429 | $201K | 0.0% | N/A | 0.004% | |
5/1/2024 | Janney Montgomery Scott LLC | 121,734 | $7.13M | 0.0% | +3.5% | 0.128% | |
5/1/2024 | BNP Paribas Financial Markets | 116,170 | $6.81M | 0.0% | +581.3% | 0.122% | |
5/1/2024 | Source Financial Advisors LLC | 3,702 | $217K | 0.1% | -43.2% | 0.004% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 22,690 | $1.33M | 0.0% | -29.1% | 0.024% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 4,404 | $258K | 0.0% | -89.8% | 0.005% | |
5/1/2024 | Sequoia Financial Advisors LLC | 43,361 | $2.54M | 0.0% | -2.8% | 0.045% | |
4/30/2024 | Private Advisor Group LLC | 65,527 | $3.84M | 0.0% | -14.5% | 0.069% | |
4/30/2024 | J.W. Cole Advisors Inc. | 40,994 | $2.40M | 0.1% | +28.7% | 0.043% | |
4/30/2024 | Hartline Investment Corp | 11,720 | $687K | 0.1% | N/A | 0.012% | |
4/30/2024 | SpiderRock Advisors LLC | 8,532 | $488K | 0.0% | N/A | 0.009% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 23,476 | $1.38M | 0.0% | -96.8% | 0.025% | |
4/30/2024 | Arkadios Wealth Advisors | 3,995 | $234K | 0.0% | -10.0% | 0.004% | |
4/30/2024 | Perigon Wealth Management LLC | 5,950 | $349K | 0.0% | -17.2% | 0.006% | |
4/30/2024 | Independent Family Office LLC | 6,000 | $352K | 0.2% | N/A | 0.006% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 34,911 | $2.05M | 1.2% | -10.6% | 0.037% | |
4/29/2024 | Commonwealth Equity Services LLC | 358,764 | $21.02M | 0.0% | -5.5% | 0.376% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 23,928 | $1.40M | 0.0% | +6.1% | 0.025% | |
4/29/2024 | RWA Wealth Partners LLC | 64,078 | $3.75M | 0.1% | -4.3% | 0.067% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 68,000 | $3.98M | 1.0% | -2.9% | 0.071% | |
4/27/2024 | K.J. Harrison & Partners Inc | 17,000 | $996K | 0.2% | -32.0% | 0.018% | |
4/26/2024 | Pinnacle Associates Ltd. | 29,776 | $1.75M | 0.0% | -4.2% | 0.031% | |
4/26/2024 | Sterling Investment Counsel LLC | 10,067 | $590K | 0.3% | +20.8% | 0.011% | |
4/26/2024 | Prestige Wealth Management Group LLC | 52,585 | $3.08M | 0.7% | +1.1% | 0.055% | |
4/26/2024 | YHB Investment Advisors Inc. | 950 | $56K | 0.0% | N/A | 0.001% | |
4/26/2024 | Clear Creek Financial Management LLC | 18,360 | $1.08M | 0.1% | +1.0% | 0.019% | |
4/25/2024 | Capital Investment Advisory Services LLC | 7,022 | $411K | 0.0% | -12.7% | 0.007% | |
4/25/2024 | Armor Investment Advisors LLC | 37,857 | $2.22M | 1.1% | -0.9% | 0.040% | |
4/25/2024 | Valeo Financial Advisors LLC | 6,470 | $360K | 0.0% | +32.5% | 0.007% | |
4/25/2024 | Summit Financial LLC | 8,223 | $482K | 0.0% | +13.3% | 0.009% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 209,673 | $12.29M | 0.0% | -3.9% | 0.220% | |
4/25/2024 | Heirloom Wealth Management | 11,768 | $689K | 0.2% | -21.3% | 0.012% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 1,779 | $104K | 0.0% | -40.9% | 0.002% | |
4/24/2024 | Paragon Financial Partners Inc. | 18,865 | $1.11M | 0.9% | -3.1% | 0.020% | |
4/24/2024 | Dakota Wealth Management | 131,218 | $7.69M | 0.2% | +31.1% | 0.138% | |
4/24/2024 | Simplicity Wealth LLC | 3,654 | $214K | 0.0% | N/A | 0.004% | |
4/23/2024 | Charter Oak Capital Management LLC | 77,220 | $4.52M | 0.5% | -1.7% | 0.081% | |
4/23/2024 | Mason & Associates Inc | 72,538 | $4.25M | 1.1% | +7.3% | 0.076% | |
4/23/2024 | Live Oak Private Wealth LLC | 25,705 | $1.51M | 0.3% | -1.7% | 0.027% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 18,755 | $1.10M | 0.1% | -4.4% | 0.020% | |
4/23/2024 | Fifth Third Bancorp | 889 | $52K | 0.0% | -47.2% | 0.001% | |
4/23/2024 | Strategic Blueprint LLC | 4,019 | $235K | 0.0% | -11.3% | 0.004% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 345,215 | $20.23M | 0.0% | -6.1% | 0.362% | |
4/22/2024 | Cahaba Wealth Management Inc. | 3,496 | $205K | 0.0% | N/A | 0.004% | |
4/22/2024 | PFG Investments LLC | 29,782 | $1.75M | 0.1% | -46.0% | 0.031% | |
4/22/2024 | Altfest L J & Co. Inc. | 78,763 | $4.62M | 0.7% | +1.8% | 0.083% | |
4/22/2024 | Raymond James & Associates | 373,951 | $21.91M | 0.0% | -2.2% | 0.392% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 16,766 | $982K | 0.1% | +55.7% | 0.015% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 8,375 | $491K | 0.4% | -5.5% | 0.008% | |
4/22/2024 | Strategic Advisors LLC | 10,090 | $591K | 0.1% | -1.9% | 0.009% | |
4/20/2024 | Mezzasalma Advisors LLC | 10,800 | $633K | 0.3% | -34.7% | 0.010% | |
4/19/2024 | PCG Wealth Advisors LLC | 7,510 | $440K | 0.2% | -4.1% | 0.007% | |