5/14/2024 | Commonwealth Financial Services LLC | 61,654 | $2.26M | 0.6% | +2.7% | 0.140% | |
5/13/2024 | Shakespeare Wealth Management LLC | 95,018 | $3.49M | 1.0% | -4.1% | 0.216% | |
5/10/2024 | Rodgers & Associates LTD | 22,532 | $827K | 0.1% | -21.8% | 0.051% | |
5/10/2024 | Fiducient Advisors LLC | 30,985 | $1.14M | 0.2% | N/A | 0.070% | |
5/10/2024 | Reston Wealth Management LLC | 45,833 | $1.68M | 0.7% | -11.0% | 0.104% | |
5/9/2024 | Delos Wealth Advisors LLC | 41,621 | $1.53M | 1.7% | +43.9% | 0.094% | |
|
5/9/2024 | Kingsview Wealth Management LLC | 47,870 | $1.76M | 0.0% | -3.8% | 0.109% | |
5/9/2024 | Condor Capital Management | 12,079 | $444K | 0.0% | -30.0% | 0.027% | |
5/9/2024 | Clearwater Capital Advisors LLC | 14,240 | $523K | 0.1% | -12.0% | 0.032% | |
5/9/2024 | Tradewinds LLC. | 6,235 | $229K | 0.2% | N/A | 0.014% | |
5/8/2024 | Avantax Advisory Services Inc. | 150,236 | $5.52M | 0.0% | -23.5% | 0.341% | |
5/8/2024 | US Bancorp DE | 24,480 | $899K | 0.0% | -11.4% | 0.056% | |
5/7/2024 | Montag A & Associates Inc. | 2,057 | $76K | 0.0% | -36.7% | 0.005% | |
5/7/2024 | 49 Wealth Management LLC | 17,495 | $642K | 0.1% | -2.6% | 0.040% | |
5/4/2024 | SPC Financial Inc. | 31,810 | $1.17M | 0.1% | +1.6% | 0.072% | |
5/4/2024 | Beacon Bridge Wealth Partners LLC | 56,954 | $2.09M | 1.0% | -31.0% | 0.129% | |
5/4/2024 | Csenge Advisory Group | 30,725 | $1.13M | 0.1% | -54.0% | 0.070% | |
5/3/2024 | RIA Advisory Group LLC | 7,555 | $277K | 0.1% | -40.1% | 0.017% | |
5/3/2024 | GSA Capital Partners LLP | 19,393 | $712K | 0.1% | N/A | 0.044% | |
5/2/2024 | Mutual Advisors LLC | 100,444 | $3.69M | 0.1% | +165.5% | 0.228% | |
5/2/2024 | Salomon & Ludwin LLC | 5,346 | $196K | 0.0% | -39.6% | 0.012% | |
5/2/2024 | FinTrust Capital Advisors LLC | 127,588 | $4.69M | 0.9% | -2.7% | 0.290% | |
5/2/2024 | Moloney Securities Asset Management LLC | 199,177 | $7.31M | 1.1% | N/A | 0.452% | |
5/2/2024 | Valley Brook Capital Group Inc. | 10,162 | $373K | 0.3% | -6.9% | 0.023% | |
5/1/2024 | Janney Montgomery Scott LLC | 275,894 | $10.13M | 0.0% | -0.9% | 0.626% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 2,985 | $110K | 0.0% | N/A | 0.007% | |
5/1/2024 | Mission Wealth Management LP | 8,065 | $296K | 0.0% | -5.0% | 0.018% | |
5/1/2024 | Wambolt & Associates LLC | 15,405 | $565K | 0.2% | -20.0% | 0.035% | |
4/30/2024 | Private Advisor Group LLC | 55,487 | $2.04M | 0.0% | -5.4% | 0.125% | |
4/30/2024 | J.W. Cole Advisors Inc. | 55,053 | $2.02M | 0.1% | +559.1% | 0.124% | |
4/30/2024 | Saxony Capital Management LLC | 12,136 | $446K | 0.5% | N/A | 0.027% | |
4/30/2024 | Arkadios Wealth Advisors | 487,264 | $17.89M | 1.4% | +10.3% | 1.099% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 3,002 | $110K | 0.1% | +113.5% | 0.007% | |
4/29/2024 | Commonwealth Equity Services LLC | 562,709 | $20.66M | 0.0% | -11.7% | 1.269% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 6,778 | $249K | 0.0% | -95.7% | 0.015% | |
4/26/2024 | Plan Group Financial LLC | 156,402 | $5.74M | 3.8% | +21.9% | 0.353% | |
4/26/2024 | SlateStone Wealth LLC | 9,321 | $342K | 0.0% | -16.9% | 0.021% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 127,599 | $4.69M | 0.0% | -21.2% | 0.288% | |
4/24/2024 | Wolff Financial Management LLC | 120,776 | $4.44M | 1.3% | -12.0% | 0.272% | |
4/24/2024 | SOL Capital Management CO | 29,980 | $1.10M | 0.1% | -42.4% | 0.068% | |
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4/24/2024 | Spire Wealth Management | 4,205 | $154K | 0.0% | -11.3% | 0.009% | |
4/24/2024 | Essex Financial Services Inc. | 29,201 | $1.07M | 0.1% | -3.9% | 0.066% | |
4/23/2024 | Global Retirement Partners LLC | 947 | $35K | 0.0% | -57.0% | 0.002% | |
4/23/2024 | Fifth Third Bancorp | 1,350 | $50K | 0.0% | -45.8% | 0.003% | |
4/23/2024 | Strategic Blueprint LLC | 7,767 | $285K | 0.0% | -9.9% | 0.018% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 153,882 | $5.65M | 0.0% | -6.6% | 0.347% | |
4/22/2024 | Raymond James & Associates | 328,042 | $12.05M | 0.0% | -1.7% | 0.740% | |
4/19/2024 | RTD Financial Advisors Inc. | 11,298 | $415K | 0.1% | -16.3% | 0.025% | |
4/19/2024 | Cornerstone Wealth Management LLC | 28,727 | $1.06M | 0.1% | -1.6% | 0.065% | |
4/18/2024 | Financial Security Advisor Inc. | 783,577 | $28.77M | 10.1% | -2.1% | 1.767% | |
4/16/2024 | Pinnacle Bancorp Inc. | 1,185 | $44K | 0.0% | -25.7% | 0.003% | |
4/12/2024 | Global Assets Advisory LLC | 27,525 | $1.01M | 0.0% | N/A | 0.046% | |
4/11/2024 | MJP Associates Inc. ADV | 12,146 | $446K | 0.1% | -3.6% | 0.020% | |
4/9/2024 | Mather Group LLC. | 1,096 | $40K | 0.0% | N/A | 0.002% | |
4/5/2024 | NBC Securities Inc. | 11,176 | $411K | 0.0% | +13.9% | 0.019% | |
3/15/2024 | Regis Acquisition Inc. | 6,630 | $214K | 0.1% | N/A | 0.011% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 59,873 | $1.93M | 0.1% | -21.5% | 0.099% | |
3/8/2024 | ICA Group Wealth Management LLC | 905 | $29K | 0.0% | N/A | 0.002% | |
3/6/2024 | Willner & Heller LLC | 18,423 | $594K | 0.7% | N/A | 0.031% | |
3/1/2024 | Creekmur Asset Management LLC | 2,205 | $71K | 0.0% | N/A | 0.004% | |
2/22/2024 | Scarborough Advisors LLC | 4,177 | $128K | 0.0% | N/A | 0.007% | |
2/21/2024 | American Trust | 25,976 | $838K | 0.1% | -46.2% | 0.043% | |
2/20/2024 | Pacific Center for Financial Services | 23,860 | $770K | 0.2% | -3.7% | 0.040% | |
2/14/2024 | XML Financial LLC | 61,529 | $1.99M | 0.2% | +6.1% | 0.102% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 82,596 | $2.67M | 1.3% | +1.2% | 0.137% | |
2/13/2024 | FinTrust Capital Advisors LLC | 131,194 | $4.23M | 0.8% | -13.3% | 0.218% | |
2/12/2024 | Condor Capital Management | 17,262 | $557K | 0.1% | +5.3% | 0.029% | |
2/12/2024 | Focus Financial Network Inc. ADV | 33,540 | $1.08M | 0.0% | N/A | 0.056% | |
2/9/2024 | Advisory Services Network LLC | 21,301 | $687K | 0.0% | -1.9% | 0.035% | |
2/9/2024 | Wade Financial Advisory Inc | 7,189 | $232K | 0.1% | N/A | 0.012% | |
2/9/2024 | US Bancorp DE | 27,620 | $891K | 0.0% | -1.4% | 0.046% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 161,835 | $5.22M | 0.0% | +1.0% | 0.269% | |
2/9/2024 | Oak Harbor Wealth Partners LLC | 2,042 | $66K | 0.0% | -14.9% | 0.003% | |
2/9/2024 | Trexquant Investment LP | 6,951 | $224K | 0.0% | N/A | 0.012% | |
2/9/2024 | Corient Private Wealth LLC | 50,797 | $1.64M | 0.0% | +5.7% | 0.084% | |
2/9/2024 | Wells Fargo & Company MN | 435,373 | $14.05M | 0.0% | -23.5% | 0.722% | |
2/9/2024 | Coldstream Capital Management Inc. | 225,593 | $7.28M | 0.2% | -7.7% | 0.374% | |
2/9/2024 | UBS Group AG | 374,858 | $12.09M | 0.0% | -19.6% | 0.622% | |
2/8/2024 | Janney Montgomery Scott LLC | 278,518 | $8.99M | 0.0% | -2.0% | 0.462% | |
2/7/2024 | Avantax Advisory Services Inc. | 196,385 | $6.34M | 0.1% | -10.1% | 0.326% | |
2/7/2024 | Wambolt & Associates LLC | 19,255 | $621K | 0.1% | -38.0% | 0.032% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 20,857 | $673K | 0.0% | -10.1% | 0.035% | |
2/7/2024 | Principal Securities Inc. | 2,590 | $84K | 0.0% | N/A | 0.004% | |
2/7/2024 | Delos Wealth Advisors LLC | 28,915 | $933K | 1.4% | -2.5% | 0.048% | |
2/7/2024 | Clearwater Capital Advisors LLC | 16,180 | $522K | 0.1% | -4.6% | 0.027% | |
2/6/2024 | Balanced Wealth Group LLC | 7,953 | $257K | 0.1% | N/A | 0.013% | |
2/6/2024 | Capital Performance Advisors LLP | 6,381 | $206K | 0.1% | N/A | 0.011% | |
2/6/2024 | Lincoln National Corp | 17,420 | $562K | 0.0% | -1.8% | 0.029% | |
2/6/2024 | Private Advisor Group LLC | 58,632 | $1.89M | 0.0% | -7.6% | 0.097% | |
2/6/2024 | Spire Wealth Management | 4,742 | $156K | 0.0% | -38.0% | 0.008% | |
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2/6/2024 | Forte Capital LLC ADV | 85,571 | $2.76M | 0.4% | -1.7% | 0.142% | |
2/6/2024 | Merit Financial Group LLC | 21,963 | $709K | 0.0% | -18.1% | 0.036% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 156,576 | $5.05M | 0.1% | +2.8% | 0.260% | |
2/6/2024 | Natixis Advisors L.P. | 17,808 | $574K | 0.0% | +4.2% | 0.030% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 29,939 | $966K | 0.0% | N/A | 0.050% | |
2/6/2024 | Great Valley Advisor Group Inc. | 8,547 | $276K | 0.0% | N/A | 0.014% | |
2/5/2024 | Mission Wealth Management LP | 8,490 | $274K | 0.0% | N/A | 0.014% | |
2/5/2024 | Auxano Advisors LLC | 193,835 | $6.25M | 2.1% | -0.2% | 0.322% | |
2/2/2024 | Marquette Asset Management LLC | 749,174 | $24.17M | 4.5% | -6.2% | 1.243% | |
2/2/2024 | New England Private Wealth Advisors LLC | 601,365 | $19.40M | 3.6% | -1.6% | 0.998% | |