5/10/2024 | Osaic Holdings Inc. | 337,562 | $19.37M | 0.0% | -5.8% | 0.504% | |
5/9/2024 | Interchange Capital Partners LLC | 25,770 | $1.48M | 1.0% | +12.3% | 0.038% | |
5/8/2024 | Cozad Asset Management Inc. | 10,770 | $618K | 0.1% | +22.2% | 0.016% | |
5/8/2024 | Avantax Advisory Services Inc. | 566,744 | $32.52M | 0.3% | +1.1% | 0.846% | |
5/7/2024 | Chilton Capital Management LLC | 142,816 | $8.20M | 0.4% | +17.1% | 0.213% | |
5/7/2024 | PFG Advisors | 59,917 | $3.44M | 0.3% | +14.8% | 0.089% | |
|
5/4/2024 | Csenge Advisory Group | 3,646 | $209K | 0.0% | N/A | 0.005% | |
5/2/2024 | Adapt Wealth Advisors LLC | 117,352 | $6.73M | 4.8% | N/A | 0.175% | |
5/2/2024 | Clear Investment Research LLC | 1,687 | $97K | 0.1% | +22.1% | 0.003% | |
5/2/2024 | Moloney Securities Asset Management LLC | 28,046 | $1.61M | 0.2% | +3.3% | 0.042% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,301 | $304K | 0.0% | +14.2% | 0.008% | |
5/1/2024 | Flynn Zito Capital Management LLC | 140,800 | $8.08M | 4.2% | +2.4% | 0.210% | |
4/30/2024 | Private Advisor Group LLC | 1,299,418 | $74.56M | 0.5% | -7.6% | 1.940% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 3,750 | $215K | 0.1% | N/A | 0.006% | |
4/30/2024 | Hartline Investment Corp | 4,982 | $286K | 0.1% | N/A | 0.007% | |
4/30/2024 | Foundry Financial Group Inc. | 98,645 | $5.66M | 4.0% | +11.7% | 0.147% | |
4/30/2024 | Granite Bay Wealth Management LLC | 73,093 | $4.19M | 2.4% | -97.9% | 0.109% | |
4/30/2024 | Garrett Wealth Advisory Group LLC | 146,948 | $8.43M | 3.5% | -0.8% | 0.219% | |
4/30/2024 | Perigon Wealth Management LLC | 12,524 | $719K | 0.0% | N/A | 0.019% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,666,029 | $95.60M | 0.2% | +9.0% | 2.487% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 115,048 | $6.29M | 1.1% | -38.3% | 0.172% | |
4/27/2024 | DORVAL Corp | 41,598 | $2.28M | 1.1% | +1.7% | 0.062% | |
4/26/2024 | JNBA Financial Advisors | 37,415 | $2.15M | 0.2% | -8.9% | 0.056% | |
4/25/2024 | TNF LLC | 4,667 | $255K | 0.1% | +15.2% | 0.007% | |
4/25/2024 | IAG Wealth Partners LLC | 97,928 | $5.62M | 1.2% | +0.8% | 0.147% | |
4/24/2024 | Smith Anglin Financial LLC | 1,228,113 | $70.47M | 7.3% | +3.2% | 1.839% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 807 | $43K | 0.0% | -37.1% | 0.001% | |
4/23/2024 | Global Retirement Partners LLC | 138,768 | $7.96M | 0.3% | -17.0% | 0.208% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,882,064 | $107.99M | 0.2% | -27.9% | 2.818% | |
4/22/2024 | Strategic Financial Concepts LLC | 15,480 | $888K | 0.2% | N/A | 0.023% | |
4/22/2024 | Parsons Capital Management Inc. RI | 60,782 | $3.49M | 0.2% | -1.6% | 0.091% | |
4/22/2024 | Raymond James & Associates | 239,424 | $13.74M | 0.0% | -1.2% | 0.359% | |
4/18/2024 | Capital Advisors Ltd. LLC | 58,823 | $3.38M | 0.4% | -1.4% | 0.088% | |
4/18/2024 | Choice Wealth Advisors LLC | 195,435 | $11.21M | 6.8% | -1.3% | 0.293% | |
4/17/2024 | D.B. Root & Company LLC | 102,478 | $5.88M | 2.0% | +6.7% | 0.153% | |
4/17/2024 | Trilogy Capital Inc. | 6,100 | $350K | 0.0% | -59.8% | 0.009% | |
4/17/2024 | Vicus Capital | 12,231 | $702K | 0.1% | +21.3% | 0.018% | |
4/17/2024 | Baker Ellis Asset Management LLC | 219,918 | $12.62M | 1.9% | +0.8% | 0.329% | |
4/17/2024 | Grimes & Company Inc. | 78,242 | $4.49M | 0.1% | -1.3% | 0.117% | |
4/16/2024 | Financial Management Professionals Inc. | 739,834 | $42.45M | 6.3% | +3.6% | 1.108% | |
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4/16/2024 | Enzi Wealth | 661,224 | $35.81M | 16.8% | -2.3% | 0.990% | |
4/16/2024 | Pinnacle Bancorp Inc. | 1,100 | $63K | 0.0% | N/A | 0.002% | |
4/16/2024 | ERn Financial LLC | 221,010 | $12.68M | 2.2% | +0.4% | 0.331% | |
4/15/2024 | Signet Financial Management LLC | 8,900 | $511K | 0.1% | -16.4% | 0.013% | |
4/15/2024 | WealthCare Investment Partners LLC | 8,804 | $505K | 0.2% | -13.0% | 0.013% | |
4/15/2024 | Flagstar Advisors Inc. | 51,847 | $2.98M | 0.8% | -5.0% | 0.078% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 553,502 | $31.76M | 1.1% | +3.5% | 0.829% | |
4/12/2024 | Global Assets Advisory LLC | 41,639 | $2.39M | 0.0% | N/A | 0.062% | |
4/11/2024 | Cooper Financial Group | 36,230 | $2.08M | 0.3% | +125.9% | 0.054% | |
4/11/2024 | International Assets Investment Management LLC | 21,488 | $1.23M | 0.0% | N/A | 0.032% | |
4/11/2024 | &PARTNERS | 46,115 | $2.64M | 0.4% | N/A | 0.069% | |
4/11/2024 | RFG Advisory LLC | 5,238 | $301K | 0.0% | -10.3% | 0.008% | |
4/10/2024 | Fragasso Group Inc. | 134,095 | $7.69M | 0.7% | -6.9% | 0.201% | |
4/5/2024 | NBC Securities Inc. | 65,789 | $3.77M | 0.4% | +248.7% | 0.102% | |
3/4/2024 | Vima LLC | 17,921 | $944K | 2.1% | N/A | 0.028% | |
2/23/2024 | Chicago Partners Investment Group LLC | 18,866 | $979K | 0.0% | +32.9% | 0.029% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 5,266 | $277K | 0.2% | -8.4% | 0.008% | |
2/15/2024 | Freedom Investment Management Inc. | 71,328 | $3.76M | 0.3% | N/A | 0.111% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 469,816 | $24.74M | 0.3% | -0.5% | 0.731% | |
2/15/2024 | Comerica Bank | 20,530 | $1.08M | 0.0% | +10.2% | 0.032% | |
2/14/2024 | Enzi Wealth | 676,745 | $35.53M | 17.1% | -7.5% | 1.052% | |
2/14/2024 | Waterloo Capital L.P. | 35,143 | $1.85M | 0.3% | N/A | 0.055% | |
2/13/2024 | The Manufacturers Life Insurance Company | 4,047,767 | $213.16M | 0.1% | -4.9% | 6.295% | |
2/13/2024 | Jones Financial Companies Lllp | 2,000 | $105K | 0.0% | +302.4% | 0.003% | |
2/12/2024 | Bank of Nova Scotia | 31,825 | $1.67M | 0.0% | -1.6% | 0.049% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 34,119 | $1.80M | 0.0% | -1.5% | 0.053% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 9,480 | $499K | 0.0% | N/A | 0.015% | |
2/10/2024 | Linscomb & Williams Inc. | 46,304 | $2.44M | 0.1% | -9.5% | 0.072% | |
2/9/2024 | FMA Wealth Management LLC | 40,816 | $2.15M | 2.0% | N/A | 0.063% | |
2/9/2024 | DORVAL Corp | 40,894 | $2.15M | 1.0% | N/A | 0.064% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 491,411 | $25.88M | 0.1% | +2.2% | 0.764% | |
2/9/2024 | Assetmark Inc. | 6,711 | $353K | 0.0% | +8.7% | 0.010% | |
2/9/2024 | CreativeOne Wealth LLC | 4,185 | $220K | 0.0% | N/A | 0.007% | |
2/9/2024 | D.A. Davidson & CO. | 91,829 | $4.84M | 0.0% | +1.5% | 0.143% | |
2/9/2024 | Wells Fargo & Company MN | 3,765,368 | $198.28M | 0.1% | +1.9% | 5.856% | |
2/9/2024 | Thoroughbred Financial Services LLC | 4,367 | $229K | 0.0% | -14.3% | 0.007% | |
2/9/2024 | Paragon Private Wealth Management LLC | 25,536 | $1.35M | 0.9% | +18.2% | 0.040% | |
2/9/2024 | UBS Group AG | 2,290,563 | $120.62M | 0.0% | +3.9% | 3.562% | |
2/8/2024 | Independent Advisor Alliance | 6,677 | $352K | 0.0% | N/A | 0.010% | |
2/8/2024 | SigFig Wealth Management LLC | 9,066 | $477K | 0.0% | +10.7% | 0.014% | |
2/8/2024 | Advisor OS LLC | 11,156 | $587K | 0.1% | -1.7% | 0.017% | |
2/7/2024 | Avantax Advisory Services Inc. | 560,469 | $29.51M | 0.3% | +4.3% | 0.872% | |
2/7/2024 | Private Portfolio Partners LLC | 9,409 | $495K | 0.1% | -4.9% | 0.015% | |
2/7/2024 | NBC Securities Inc. | 18,867 | $993K | 0.1% | +3.3% | 0.029% | |
2/7/2024 | Principal Securities Inc. | 840 | $44K | 0.0% | N/A | 0.001% | |
2/6/2024 | Lincoln National Corp | 5,956 | $314K | 0.0% | -3.4% | 0.009% | |
2/6/2024 | Private Advisor Group LLC | 1,405,860 | $74.03M | 0.6% | -1.5% | 2.186% | |
2/6/2024 | Spire Wealth Management | 2,538 | $132K | 0.0% | -10.7% | 0.004% | |
2/6/2024 | Bellevue Asset Management LLC | 825 | $43K | 0.0% | -22.5% | 0.001% | |
2/6/2024 | Commonwealth Equity Services LLC | 1,528,971 | $80.52M | 0.1% | +4.0% | 2.378% | |
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2/6/2024 | Great Valley Advisor Group Inc. | 35,977 | $1.89M | 0.1% | -66.5% | 0.056% | |
2/5/2024 | Epic Trust Investment Advisors LLC | 10,297 | $542K | 0.7% | -37.7% | 0.016% | |
2/5/2024 | Cozad Asset Management Inc. | 8,810 | $464K | 0.1% | +23.6% | 0.014% | |
2/5/2024 | Kestra Private Wealth Services LLC | 28,209 | $1.49M | 0.0% | +2.3% | 0.044% | |
2/5/2024 | Avaii Wealth Management LLC | 21,129 | $1.11M | 0.7% | +13.2% | 0.033% | |
2/5/2024 | Magnus Financial Group LLC | 24,053 | $1.27M | 0.2% | +2.5% | 0.037% | |
2/2/2024 | Valmark Advisers Inc. | 39,458 | $2.08M | 0.0% | +2.4% | 0.061% | |
2/2/2024 | IAG Wealth Partners LLC | 97,113 | $5.11M | 1.2% | -2.7% | 0.151% | |
2/2/2024 | Truist Financial Corp | 64,604 | $3.40M | 0.0% | -14.0% | 0.100% | |
2/2/2024 | Atria Wealth Solutions Inc. | 90,717 | $4.78M | 0.1% | +19.0% | 0.141% | |