5/9/2024 | Endowment Wealth Management Inc. | 5,474 | $268K | 0.2% | -18.5% | 0.019% | |
5/8/2024 | Great Diamond Partners LLC | 36,487 | $1.79M | 0.4% | +0.7% | 0.130% | |
5/8/2024 | Avantax Advisory Services Inc. | 6,165 | $302K | 0.0% | -63.9% | 0.022% | |
5/7/2024 | NTV Asset Management LLC | 21,550 | $1.06M | 0.2% | -4.4% | 0.076% | |
5/4/2024 | Essex LLC | 65,362 | $3.20M | 0.7% | -4.4% | 0.232% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,378 | $508K | 0.1% | +6.7% | 0.037% | |
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5/3/2024 | GSA Capital Partners LLP | 13,899 | $681K | 0.1% | +93.0% | 0.049% | |
5/2/2024 | Curran Financial Partners LLC | 212,716 | $10.42M | 3.6% | +1.6% | 0.755% | |
5/2/2024 | Argent Advisors Inc. | 43,191 | $2.12M | 0.8% | -2.8% | 0.195% | |
4/30/2024 | Private Advisor Group LLC | 9,994 | $490K | 0.0% | +4.0% | 0.045% | |
4/30/2024 | Delta Financial Group Inc. | 14,011 | $686K | 0.2% | -2.0% | 0.063% | |
4/30/2024 | Naples Global Advisors LLC | 40,134 | $1.97M | 0.2% | -1.6% | 0.181% | |
4/29/2024 | Commonwealth Equity Services LLC | 83,860 | $4.11M | 0.0% | +11.4% | 0.378% | |
4/25/2024 | Glassy Mountain Advisors Inc. | 58,426 | $2.86M | 1.1% | +1.6% | 0.263% | |
4/25/2024 | Fielder Capital Group LLC | 174,937 | $8.57M | 3.8% | +14.1% | 0.788% | |
4/25/2024 | Eudaimonia Partners LLC | 4,957 | $243K | 0.1% | -10.2% | 0.022% | |
4/25/2024 | Eudaimonia Advisors LLC | 5,348 | $262K | 0.1% | +7.4% | 0.024% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 51,673 | $2.53M | 0.0% | +7.5% | 0.233% | |
4/24/2024 | Leavell Investment Management Inc. | 28,004 | $1.37M | 0.1% | +11.0% | 0.126% | |
4/24/2024 | Verity & Verity LLC | 22,944 | $1.12M | 0.3% | -20.9% | 0.103% | |
4/24/2024 | Trinity Legacy Partners LLC | 74,689 | $3.66M | 1.1% | -1.8% | 0.337% | |
4/23/2024 | Global Retirement Partners LLC | 1,725 | $84K | 0.0% | -16.5% | 0.008% | |
4/23/2024 | Venturi Wealth Management LLC | 41,507 | $2.03M | 0.1% | -7.1% | 0.187% | |
4/23/2024 | Gradient Investments LLC | 2,465 | $121K | 0.0% | -8.2% | 0.011% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 180,941 | $8.86M | 0.0% | -1.5% | 0.815% | |
4/22/2024 | Outlook Wealth Advisors LLC | 23,310 | $1.14M | 0.4% | +2.3% | 0.105% | |
4/22/2024 | Aurora Private Wealth Inc. | 17,381 | $852K | 0.7% | +5.8% | 0.078% | |
4/19/2024 | GenTrust LLC | 304,529 | $14.92M | 0.9% | +0.2% | 1.372% | |
4/19/2024 | Advisor Resource Council | 12,978 | $579K | 0.2% | -69.4% | 0.058% | |
4/18/2024 | SeaCrest Wealth Management LLC | 55,747 | $2.73M | 0.3% | +12.4% | 0.251% | |
4/17/2024 | Fiduciary Alliance LLC | 61,310 | $3.00M | 0.5% | -7.9% | 0.276% | |
4/16/2024 | Transform Wealth LLC | 32,176 | $1.58M | 0.1% | -5.1% | 0.145% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 29,291 | $1.44M | 0.0% | -5.8% | 0.130% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 74,422 | $3.65M | 0.1% | +59.7% | 0.332% | |
4/11/2024 | Birch Capital Management LLC | 12,817 | $628K | 0.3% | +572.8% | 0.057% | |
4/11/2024 | &PARTNERS | 15,678 | $768K | 0.1% | N/A | 0.070% | |
4/10/2024 | Inscription Capital LLC | 4,500 | $220K | 0.1% | N/A | 0.020% | |
4/9/2024 | Destiny Wealth Partners LLC | 134,475 | $6.59M | 1.2% | +4.2% | 0.599% | |
3/22/2024 | PNC Financial Services Group Inc. | 433,797 | $19.36M | 0.0% | +0.8% | 1.932% | |
3/18/2024 | CoreFirst Bank & Trust | 22,833 | $1.02M | 0.7% | +13.6% | 0.102% | |
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2/15/2024 | Greytown Advisors Inc. | 35,017 | $1.56M | 0.8% | -8.2% | 0.156% | |
2/15/2024 | Comerica Bank | 40,652 | $1.81M | 0.0% | +0.7% | 0.181% | |
2/14/2024 | Cresset Asset Management LLC | 186,983 | $8.34M | 0.0% | -0.9% | 0.833% | |
2/14/2024 | Connectus Wealth LLC | 187,593 | $8.37M | 0.2% | -1.7% | 0.836% | |
2/14/2024 | Stamos Capital Partners L.P. | 26,970 | $1.20M | 0.3% | +16.8% | 0.120% | |
2/13/2024 | Bollard Group LLC | 42,283 | $1.89M | 0.1% | +1.4% | 0.188% | |
2/13/2024 | Cetera Advisor Networks LLC | 156,906 | $7.00M | 0.0% | +1.4% | 0.699% | |
2/13/2024 | Anson Capital Inc. | 16,951 | $756K | 1.2% | -23.8% | 0.076% | |
2/12/2024 | ORBA Wealth Advisors L.L.C. | 10,339 | $461K | 0.3% | N/A | 0.046% | |
2/12/2024 | Global Endowment Management LP | 110,000 | $4.91M | 0.5% | -48.8% | 0.490% | |
2/12/2024 | Stifel Financial Corp | 190,193 | $8.49M | 0.0% | +130.0% | 0.847% | |
2/9/2024 | Corient Private Wealth LLC | 32,000 | $1.43M | 0.0% | -20.7% | 0.143% | |
2/9/2024 | Wells Fargo & Company MN | 533,770 | $23.82M | 0.0% | -10.1% | 2.378% | |
2/9/2024 | Coldstream Capital Management Inc. | 11,433 | $510K | 0.0% | -42.4% | 0.051% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 6,388 | $285K | 0.0% | -21.9% | 0.028% | |
2/9/2024 | UBS Group AG | 308,376 | $13.76M | 0.0% | +0.9% | 1.374% | |
2/9/2024 | PNC Financial Services Group Inc. | 433,797 | $19.36M | 0.0% | +0.8% | 1.932% | |
2/8/2024 | Ameraudi Asset Management Inc. | 61,693 | $2.75M | 1.2% | -9.4% | 0.275% | |
2/8/2024 | Eudaimonia Partners LLC | 5,519 | $246K | 0.1% | +4.7% | 0.025% | |
2/8/2024 | JNBA Financial Advisors | 800 | $36K | 0.0% | N/A | 0.004% | |
2/7/2024 | Avantax Advisory Services Inc. | 17,057 | $761K | 0.0% | +180.5% | 0.076% | |
2/7/2024 | Endowment Wealth Management Inc. | 6,716 | $300K | 0.2% | -24.9% | 0.030% | |
2/7/2024 | Principal Securities Inc. | 150,517 | $6.72M | 0.3% | N/A | 0.670% | |
2/6/2024 | Fielder Capital Group LLC | 153,358 | $6.84M | 4.1% | N/A | 0.683% | |
2/6/2024 | Private Advisor Group LLC | 9,612 | $429K | 0.0% | +7.0% | 0.043% | |
2/6/2024 | One Charles Private Wealth Services LLC | 13,323 | $594K | 0.3% | -3.9% | 0.059% | |
2/5/2024 | Choreo LLC | 14,700 | $656K | 0.0% | +3.5% | 0.065% | |
2/5/2024 | MGO Private Wealth LLC | 14,546 | $649K | 0.4% | -15.8% | 0.065% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 39,147 | $1.75M | 0.5% | -12.9% | 0.174% | |
2/5/2024 | RiverFront Investment Group LLC | 4,872 | $217K | 0.0% | N/A | 0.022% | |
2/2/2024 | Truist Financial Corp | 13,400 | $598K | 0.0% | +2.6% | 0.060% | |
2/2/2024 | Atria Wealth Solutions Inc. | 64,467 | $2.88M | 0.0% | +29.8% | 0.287% | |
2/1/2024 | Eudaimonia Advisors LLC | 4,981 | $222K | 0.1% | -4.9% | 0.022% | |
2/1/2024 | Foster & Motley Inc. | 13,662 | $610K | 0.0% | -3.4% | 0.061% | |
2/1/2024 | CWM LLC | 15,730 | $702K | 0.0% | -6.9% | 0.070% | |
1/31/2024 | Curran Financial Partners LLC | 209,443 | $9.27M | 3.6% | +2.6% | 0.933% | |
1/31/2024 | Oakworth Capital Inc. | 1,000 | $45K | 0.0% | N/A | 0.004% | |
1/30/2024 | Aspen Wealth Strategies LLC | 5,630 | $251K | 0.2% | +7.5% | 0.025% | |
1/30/2024 | Aurora Private Wealth Inc. | 16,431 | $733K | 0.7% | +4.0% | 0.073% | |
1/30/2024 | Glassy Mountain Advisors Inc. | 57,497 | $2.57M | 1.1% | +7.5% | 0.256% | |
1/29/2024 | Outlook Wealth Advisors LLC | 22,797 | $1.02M | 0.4% | +3.0% | 0.102% | |
1/29/2024 | Essex LLC | 68,398 | $3.05M | 0.8% | -4.2% | 0.305% | |
1/26/2024 | Cerity Partners LLC | 76,126 | $3.40M | 0.0% | N/A | 0.339% | |
1/25/2024 | SOL Capital Management CO | 86,466 | $3.86M | 0.5% | -9.9% | 0.385% | |
1/24/2024 | Arlington Trust Co LLC | 24,368 | $1.09M | 0.3% | N/A | 0.109% | |
1/24/2024 | Stratos Wealth Partners LTD. | 9,669 | $431K | 0.0% | +27.6% | 0.043% | |
1/24/2024 | Stratos Wealth Advisors LLC | 62,822 | $2.80M | 0.2% | +0.5% | 0.280% | |
1/24/2024 | International Assets Investment Management LLC | 6,916 | $309K | 0.0% | N/A | 0.031% | |
1/23/2024 | Leavell Investment Management Inc. | 25,231 | $1.13M | 0.1% | +20.1% | 0.112% | |
1/23/2024 | Venturi Wealth Management LLC | 44,673 | $1.99M | 0.1% | -14.0% | 0.199% | |
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1/22/2024 | Palumbo Wealth Management LLC | 9,082 | $405K | 0.2% | N/A | 0.040% | |
1/19/2024 | Destiny Wealth Partners LLC | 129,041 | $5.79M | 1.1% | +1.9% | 0.575% | |
1/19/2024 | Teamwork Financial Advisors LLC | 15,424 | $688K | 0.1% | -1.9% | 0.069% | |
1/18/2024 | Global Retirement Partners LLC | 2,067 | $92K | 0.0% | +142.6% | 0.009% | |
1/18/2024 | SeaCrest Wealth Management LLC | 49,584 | $2.23M | 0.3% | +2.3% | 0.221% | |
1/18/2024 | GenTrust LLC | 303,787 | $13.56M | 0.9% | -3.6% | 1.353% | |
1/18/2024 | Steel Grove Capital Advisors LLC | 5,771 | $258K | 0.0% | +11.4% | 0.026% | |
1/18/2024 | WestEnd Advisors LLC | 4,126 | $184K | 0.0% | -10.1% | 0.018% | |
1/17/2024 | Patriot Investment Management Group Inc. | 48,788 | $2.18M | 0.2% | +1.0% | 0.217% | |
1/17/2024 | Fiduciary Alliance LLC | 66,583 | $2.97M | 0.6% | +12.5% | 0.297% | |