5/14/2024 | EP Wealth Advisors LLC | 2,765 | $137K | 0.0% | N/A | 0.010% | |
5/14/2024 | CreativeOne Wealth LLC | 8,543 | $422K | 0.0% | +45.1% | 0.031% | |
5/10/2024 | Osaic Holdings Inc. | 186,489 | $9.22M | 0.0% | -18.2% | 0.678% | |
5/10/2024 | Wintrust Investments LLC | 56,955 | $2.81M | 0.2% | N/A | 0.207% | |
5/9/2024 | Blair William & Co. IL | 6,946 | $343K | 0.0% | -13.6% | 0.025% | |
5/9/2024 | Picton Mahoney Asset Management | 9,700 | $479K | 0.0% | +120.5% | 0.035% | |
|
5/9/2024 | Kingsview Wealth Management LLC | 53,365 | $2.64M | 0.1% | N/A | 0.194% | |
5/8/2024 | Foundation Wealth Management LLC | 25,460 | $1.26M | 1.0% | -2.5% | 0.093% | |
5/8/2024 | Bleakley Financial Group LLC | 7,395 | $365K | 0.0% | -8.9% | 0.027% | |
5/8/2024 | Avantax Advisory Services Inc. | 8,919 | $441K | 0.0% | -5.7% | 0.032% | |
5/7/2024 | Atomi Financial Group Inc. | 4,195 | $207K | 0.0% | N/A | 0.015% | |
5/7/2024 | Allegheny Financial Group LTD | 7,762 | $383K | 0.1% | -33.8% | 0.028% | |
5/7/2024 | Bernardo Wealth Planning LLC | 8,670 | $428K | 0.1% | -14.3% | 0.032% | |
5/7/2024 | EQ LLC | 14,328 | $708K | 0.4% | -7.5% | 0.052% | |
5/7/2024 | Windward Private Wealth Management Inc. | 5,976 | $295K | 0.1% | -4.6% | 0.022% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 4,294 | $212K | 0.0% | -18.3% | 0.016% | |
5/6/2024 | Concord Investment Counsel Inc. | 12,211 | $603K | 0.2% | N/A | 0.044% | |
5/4/2024 | SPC Financial Inc. | 12,853 | $635K | 0.1% | -7.3% | 0.047% | |
5/4/2024 | Csenge Advisory Group | 15,034 | $743K | 0.0% | +12.4% | 0.055% | |
5/3/2024 | Avidian Wealth Solutions LLC | 59,056 | $2.92M | 0.1% | -1.3% | 0.215% | |
5/3/2024 | Forte Asset Management LLC | 60,023 | $2.97M | 1.8% | +28.6% | 0.218% | |
5/2/2024 | Summit Financial Wealth Advisors LLC | 32,227 | $1.59M | 0.3% | -2.7% | 0.117% | |
5/2/2024 | Family Firm Inc. | 15,839 | $782K | 0.2% | +5.6% | 0.058% | |
5/1/2024 | Janney Montgomery Scott LLC | 63,023 | $3.11M | 0.0% | -23.9% | 0.229% | |
5/1/2024 | BNP Paribas Financial Markets | 17,067 | $843K | 0.0% | -16.9% | 0.062% | |
5/1/2024 | Blue Trust Inc. | 23,788 | $1.18M | 0.0% | +67.2% | 0.087% | |
4/30/2024 | Private Advisor Group LLC | 22,697 | $1.12M | 0.0% | -39.5% | 0.082% | |
4/30/2024 | J.W. Cole Advisors Inc. | 36,002 | $1.79M | 0.1% | +12.7% | 0.131% | |
4/30/2024 | Arkadios Wealth Advisors | 7,151 | $353K | 0.0% | +3.6% | 0.026% | |
4/30/2024 | Mayflower Financial Advisors LLC | 8,276 | $409K | 0.0% | -30.2% | 0.030% | |
4/29/2024 | Commonwealth Equity Services LLC | 144,026 | $7.12M | 0.0% | -11.8% | 0.523% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 28,165 | $1.40M | 1.1% | -13.1% | 0.102% | |
4/26/2024 | Bellevue Asset Management LLC | 2,319 | $115K | 0.1% | -14.0% | 0.008% | |
4/25/2024 | Lodestar Private Asset Management LLC | 4,248 | $210K | 0.0% | N/A | 0.015% | |
4/25/2024 | TRUE Private Wealth Advisors | 8,207 | $405K | 0.0% | +4.4% | 0.030% | |
4/25/2024 | Triumph Capital Management | 13,523 | $672K | 0.3% | +1.9% | 0.049% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 70,512 | $3.48M | 0.0% | +1.9% | 0.256% | |
4/24/2024 | Patton Albertson Miller Group LLC | 10,731 | $530K | 0.1% | -6.8% | 0.039% | |
4/24/2024 | U S Global Investors Inc. | 1,700 | $84K | 0.0% | N/A | 0.006% | |
4/24/2024 | Simplicity Wealth LLC | 7,395 | $365K | 0.0% | N/A | 0.027% | |
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4/24/2024 | Spire Wealth Management | 7,391 | $365K | 0.0% | -3.0% | 0.027% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 181,974 | $8.99M | 0.0% | -19.4% | 0.661% | |
4/20/2024 | Kesler Norman & Wride LLC | 13,565 | $670K | 0.1% | -43.6% | 0.049% | |
4/18/2024 | Hubbell Strickland Wealth Management LLC | 4,208 | $208K | 0.1% | N/A | 0.015% | |
4/17/2024 | Founders Financial Securities LLC | 15,764 | $779K | 0.1% | +12.5% | 0.057% | |
4/16/2024 | Cypress Wealth Services LLC | 11,219 | $554K | 0.1% | -34.0% | 0.041% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 21,004 | $1.04M | 0.0% | -6.7% | 0.076% | |
4/15/2024 | Brookstone Capital Management | 6,454 | $319K | 0.0% | -5.0% | 0.023% | |
4/15/2024 | Sunbelt Securities Inc. | 33,424 | $1.65M | 0.2% | +7.1% | 0.121% | |
4/12/2024 | Wealth Management Partners LLC | 16,217 | $801K | 0.4% | +1.9% | 0.055% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 10,719 | $530K | 0.1% | -6.0% | 0.036% | |
4/11/2024 | Security Financial Services INC. | 4,662 | $230K | 0.1% | N/A | 0.016% | |
4/11/2024 | ONE Advisory Partners LLC | 5,518 | $273K | 0.1% | N/A | 0.019% | |
4/11/2024 | Ballew Advisors Inc | 23,819 | $1.22M | 0.8% | -3.7% | 0.081% | |
4/10/2024 | SOA Wealth Advisors LLC. | 1,789 | $88K | 0.0% | -22.2% | 0.006% | |
4/10/2024 | Lantz Financial LLC | 4,300 | $212K | 0.1% | -5.9% | 0.015% | |
4/9/2024 | Montecito Bank & Trust | 11,982 | $592K | 0.1% | -1.8% | 0.041% | |
4/5/2024 | CWM LLC | 14,360 | $709K | 0.0% | -13.2% | 0.049% | |
4/3/2024 | Dentgroup LLC | 44,067 | $2.18M | 1.8% | -7.6% | 0.149% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 24,437 | $1.21M | 0.1% | +11.4% | 0.083% | |
3/22/2024 | PNC Financial Services Group Inc. | 7,453 | $329K | 0.0% | +9.6% | 0.025% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 14,527 | $641K | 0.0% | -8.6% | 0.049% | |
3/1/2024 | Goldman Sachs Group Inc. | 525,309 | $23.18M | 0.0% | -15.8% | 1.781% | |
3/1/2024 | Pineridge Advisors LLC | 2,036 | $90K | 0.0% | N/A | 0.007% | |
2/27/2024 | Counterweight Ventures LLC | 50,589 | $2.23M | 2.0% | N/A | 0.171% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 1,322 | $58K | 0.1% | N/A | 0.004% | |
2/14/2024 | Waterloo Capital L.P. | 70,560 | $3.11M | 0.5% | N/A | 0.239% | |
2/13/2024 | Cetera Advisor Networks LLC | 139,943 | $6.17M | 0.0% | -3.5% | 0.474% | |
2/12/2024 | Tradition Wealth Management LLC | 12,636 | $558K | 0.1% | -4.0% | 0.043% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 11,832 | $522K | 0.0% | -15.8% | 0.040% | |
2/12/2024 | Parallel Advisors LLC | 1,564 | $69K | 0.0% | -65.8% | 0.005% | |
2/9/2024 | Advisory Services Network LLC | 19,949 | $880K | 0.0% | -75.3% | 0.068% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 69,230 | $3.05M | 0.0% | -47.5% | 0.235% | |
2/9/2024 | EverSource Wealth Advisors LLC | 914 | $40K | 0.0% | +187.4% | 0.003% | |
2/9/2024 | TSA Wealth Managment LLC | 8,363 | $369K | 0.2% | N/A | 0.028% | |
2/9/2024 | Journey Strategic Wealth LLC | 7,469 | $330K | 0.0% | N/A | 0.025% | |
2/9/2024 | CreativeOne Wealth LLC | 5,889 | $260K | 0.0% | N/A | 0.020% | |
2/9/2024 | Corient Private Wealth LLC | 67,838 | $2.99M | 0.0% | -6.6% | 0.230% | |
2/9/2024 | Wells Fargo & Company MN | 940,266 | $41.49M | 0.0% | -2.9% | 3.187% | |
2/9/2024 | UBS Group AG | 615,684 | $27.16M | 0.0% | -5.9% | 2.087% | |
2/9/2024 | PNC Financial Services Group Inc. | 7,453 | $329K | 0.0% | +9.6% | 0.025% | |
2/8/2024 | AMG National Trust Bank | 129,338 | $5.71M | 0.2% | +7.8% | 0.438% | |
2/8/2024 | Allegheny Financial Group LTD | 11,719 | $517K | 0.2% | +5.6% | 0.040% | |
2/8/2024 | Atlantic Edge Private Wealth Management LLC | 1,140 | $50K | 0.0% | N/A | 0.004% | |
2/8/2024 | Kickstand Ventures LLC. | 10,763 | $475K | 0.1% | N/A | 0.036% | |
2/8/2024 | Eudaimonia Partners LLC | 6,994 | $309K | 0.1% | -4.6% | 0.024% | |
2/8/2024 | Janney Montgomery Scott LLC | 82,830 | $3.65M | 0.0% | -43.5% | 0.281% | |
2/8/2024 | Sumitomo Mitsui Financial Group Inc. | 111,165 | $4.91M | 0.2% | +2.1% | 0.377% | |
2/8/2024 | Shared Vision Wealth Group LLC | 8,521 | $376K | 0.3% | N/A | 0.029% | |
2/7/2024 | Avantax Advisory Services Inc. | 9,459 | $417K | 0.0% | -7.4% | 0.032% | |
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2/7/2024 | EQ LLC | 15,497 | $684K | 0.5% | N/A | 0.053% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 5,258 | $232K | 0.0% | N/A | 0.018% | |
2/7/2024 | Invst LLC | 6,974 | $304K | 0.0% | -14.7% | 0.024% | |
2/7/2024 | BNP Paribas Financial Markets | 20,548 | $907K | 0.0% | -82.0% | 0.070% | |
2/7/2024 | Principal Securities Inc. | 1,778 | $78K | 0.0% | N/A | 0.006% | |
2/7/2024 | Montag A & Associates Inc. | 3,825 | $169K | 0.0% | +99.9% | 0.013% | |
2/7/2024 | Patton Albertson Miller Group LLC | 11,508 | $508K | 0.1% | -8.3% | 0.039% | |
2/6/2024 | Picton Mahoney Asset Management | 4,400 | $194K | 0.0% | +165.1% | 0.015% | |
2/6/2024 | ShoreHaven Wealth Partners LLC | 11,509 | $508K | 0.3% | +129.1% | 0.039% | |
2/6/2024 | Family Asset Management LLC | 4,008 | $177K | 0.1% | -20.7% | 0.014% | |