5/14/2024 | Commonwealth Financial Services LLC | 523,710 | $25.31M | 6.7% | -0.3% | 1.114% | |
5/14/2024 | Mattern Capital Management LLC | 56,041 | $2.72M | 0.4% | +1.9% | 0.119% | |
5/14/2024 | Leelyn Smith LLC | 316,430 | $15.35M | 3.1% | +55.9% | 0.673% | |
5/11/2024 | Peak Asset Management LLC | 48,866 | $2.37M | 0.5% | +0.8% | 0.104% | |
5/10/2024 | Osaic Holdings Inc. | 464,448 | $22.53M | 0.1% | -2.6% | 0.988% | |
5/9/2024 | Orion Portfolio Solutions LLC | 39,210 | $1.90M | 0.0% | -7.6% | 0.083% | |
|
5/9/2024 | Eagle Bay Advisors LLC | 1,426 | $69K | 0.0% | N/A | 0.003% | |
5/9/2024 | Koshinski Asset Management Inc. | 23,289 | $1.13M | 0.1% | -34.7% | 0.050% | |
5/8/2024 | Schneider Downs Wealth Management Advisors LP | 252,418 | $12.24M | 2.8% | +13.8% | 0.537% | |
5/8/2024 | Bleakley Financial Group LLC | 16,991 | $824K | 0.0% | -17.5% | 0.036% | |
5/7/2024 | Bedel Financial Consulting Inc. | 46,192 | $2.24M | 0.4% | +1.0% | 0.098% | |
5/7/2024 | Concurrent Investment Advisors LLC | 9,416 | $457K | 0.0% | -24.2% | 0.020% | |
5/7/2024 | PFG Advisors | 48,009 | $2.33M | 0.2% | +10.7% | 0.102% | |
5/7/2024 | Insight Advisors LLC PA | 5,292 | $257K | 0.0% | -34.8% | 0.011% | |
5/4/2024 | Howland Capital Management LLC | 120,220 | $5.83M | 0.3% | -19.3% | 0.256% | |
5/4/2024 | Geneos Wealth Management Inc. | 461,346 | $22.38M | 1.0% | -2.0% | 0.982% | |
5/4/2024 | Buck Wealth Strategies LLC | 600,306 | $29.12M | 10.0% | +237.1% | 1.277% | |
5/4/2024 | Csenge Advisory Group | 43,398 | $2.11M | 0.1% | +33.3% | 0.092% | |
5/2/2024 | Mendel Money Management | 4,578 | $222K | 0.1% | -129.2% | 0.010% | |
5/1/2024 | Janney Montgomery Scott LLC | 126,464 | $6.13M | 0.0% | +29.4% | 0.269% | |
5/1/2024 | BNP Paribas Financial Markets | 23,124 | $1.12M | 0.0% | +111.5% | 0.049% | |
5/1/2024 | Sequoia Financial Advisors LLC | 10,774 | $523K | 0.0% | +20.1% | 0.023% | |
4/30/2024 | Private Advisor Group LLC | 75,070 | $3.64M | 0.0% | +108.0% | 0.160% | |
4/30/2024 | Hartline Investment Corp | 5,302 | $257K | 0.0% | N/A | 0.011% | |
4/29/2024 | Commonwealth Equity Services LLC | 87,961 | $4.27M | 0.0% | -3.0% | 0.187% | |
4/26/2024 | Clear Creek Financial Management LLC | 35,764 | $1.74M | 0.2% | +24.5% | 0.076% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 6,062 | $294K | 0.0% | N/A | 0.013% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 387,927 | $18.81M | 0.1% | -4.4% | 0.829% | |
4/24/2024 | CENTRAL TRUST Co | 31,840 | $1.54M | 0.0% | N/A | 0.068% | |
4/24/2024 | Dakota Wealth Management | 62,714 | $3.04M | 0.1% | +520.7% | 0.134% | |
4/24/2024 | Simplicity Wealth LLC | 16,991 | $824K | 0.0% | N/A | 0.036% | |
4/23/2024 | Global Retirement Partners LLC | 4,003 | $194K | 0.0% | -23.4% | 0.009% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 6,565 | $318K | 0.0% | -4.1% | 0.014% | |
4/23/2024 | Stablepoint Partners LLC | 152,071 | $7.38M | 1.5% | +29.7% | 0.325% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 522,485 | $25.34M | 0.0% | -11.8% | 1.116% | |
4/22/2024 | Raymond James & Associates | 889,791 | $43.16M | 0.0% | +0.2% | 1.901% | |
4/22/2024 | Edge Financial Advisors LLC | 15,047 | $730K | 0.6% | N/A | 0.032% | |
4/19/2024 | New Century Financial Group LLC | 5,200 | $252K | 0.2% | N/A | 0.011% | |
4/19/2024 | Accel Wealth Management | 235,704 | $11.43M | 4.9% | +0.1% | 0.504% | |
4/18/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 8,547 | $415K | 0.1% | +103.6% | 0.018% | |
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4/18/2024 | WESPAC Advisors SoCal LLC | 57,159 | $2.77M | 0.7% | +8.9% | 0.122% | |
4/17/2024 | Vicus Capital | 32,446 | $1.57M | 0.1% | +15.3% | 0.069% | |
4/16/2024 | Courier Capital LLC | 405,649 | $19.67M | 1.4% | +0.7% | 0.867% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 104,718 | $5.08M | 0.0% | -3.1% | 0.224% | |
4/13/2024 | Quad Cities Investment Group LLC | 12,092 | $586K | 0.3% | -17.7% | 0.026% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 350,571 | $17.00M | 0.6% | +10.3% | 0.760% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 18,185 | $882K | 0.2% | -22.9% | 0.039% | |
4/12/2024 | Lloyd Advisory Services LLC. | 375,980 | $18.44M | 3.7% | +579.7% | 0.816% | |
4/11/2024 | Ballew Advisors Inc | 30,712 | $1.48M | 1.0% | +3.5% | 0.067% | |
4/11/2024 | RFG Advisory LLC | 14,835 | $720K | 0.0% | -20.4% | 0.032% | |
4/10/2024 | Atwood & Palmer Inc. | 16,085 | $780K | 0.1% | -24.8% | 0.035% | |
4/10/2024 | KMG Fiduciary Partners LLC | 139,493 | $6.77M | 0.7% | +2.5% | 0.303% | |
4/9/2024 | Rise Advisors LLC | 201,432 | $9.77M | 5.2% | +2.2% | 0.437% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 23,537 | $1.14M | 0.8% | N/A | 0.051% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 14,968 | $723K | 0.0% | -26.8% | 0.032% | |
3/14/2024 | Muirfield Wealth Advisors LLC | 4,246 | $205K | 0.2% | N/A | 0.009% | |
2/23/2024 | Chicago Partners Investment Group LLC | 11,362 | $551K | 0.0% | +117.2% | 0.025% | |
2/22/2024 | Scarborough Advisors LLC | 5,051 | $244K | 0.0% | N/A | 0.011% | |
2/16/2024 | Burford Brothers Inc. | 106,423 | $5.14M | 3.6% | N/A | 0.231% | |
2/15/2024 | Comerica Bank | 36,096 | $1.74M | 0.0% | -38.4% | 0.078% | |
2/14/2024 | Asset Allocation Strategies LLC | 30,317 | $1.47M | 0.6% | -28.4% | 0.066% | |
2/14/2024 | Texas Treasury Safekeeping Trust Co. | 3,884,482 | $187.70M | 15.9% | -11.7% | 8.426% | |
2/13/2024 | Lloyd Advisory Services LLC. | 55,316 | $2.67M | 1.3% | N/A | 0.120% | |
2/12/2024 | Focus Financial Network Inc. ADV | 173,626 | $8.39M | 0.3% | N/A | 0.377% | |
2/12/2024 | Stifel Financial Corp | 120,067 | $5.80M | 0.0% | +54.6% | 0.260% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 131,886 | $6.37M | 0.1% | +1.6% | 0.286% | |
2/12/2024 | Peak Asset Management LLC | 48,499 | $2.34M | 0.5% | +5.8% | 0.105% | |
2/12/2024 | Hilltop Holdings Inc. | 19,722 | $953K | 0.1% | +7.5% | 0.043% | |
2/12/2024 | Cape Investment Advisory Inc. | 61,402 | $2.97M | 1.5% | -6.4% | 0.133% | |
2/9/2024 | Advisory Services Network LLC | 11,401 | $551K | 0.0% | -6.5% | 0.025% | |
2/9/2024 | ProVise Management Group LLC | 52,207 | $2.52M | 0.2% | +12.4% | 0.113% | |
2/9/2024 | Orion Portfolio Solutions LLC | 42,423 | $2.05M | 0.0% | -75.0% | 0.092% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 405,771 | $19.61M | 0.1% | +11.2% | 0.880% | |
2/9/2024 | EverSource Wealth Advisors LLC | 67,982 | $3.29M | 0.3% | +12.4% | 0.147% | |
2/9/2024 | Assetmark Inc. | 3,620 | $175K | 0.0% | +20.1% | 0.008% | |
2/9/2024 | Wells Fargo & Company MN | 1,700,152 | $82.15M | 0.0% | +10.7% | 3.688% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 180,908 | $8.74M | 0.5% | -1.5% | 0.392% | |
2/9/2024 | Schneider Downs Wealth Management Advisors LP | 221,713 | $10.71M | 2.8% | -3.5% | 0.481% | |
2/8/2024 | Financial Advocates Investment Management | 86,807 | $4.20M | 0.3% | +50.1% | 0.188% | |
2/8/2024 | Beacon Pointe Advisors LLC | 18,183 | $879K | 0.0% | -20.5% | 0.039% | |
2/8/2024 | Janney Montgomery Scott LLC | 97,719 | $4.72M | 0.0% | -6.4% | 0.212% | |
2/8/2024 | Pacific Sun Financial Corp | 4,200 | $203K | 0.1% | -5.6% | 0.009% | |
2/7/2024 | Avantax Advisory Services Inc. | 22,802 | $1.10M | 0.0% | -10.9% | 0.049% | |
2/7/2024 | BNP Paribas Financial Markets | 10,933 | $528K | 0.0% | +102.4% | 0.024% | |
2/7/2024 | Principal Securities Inc. | 3,611 | $174K | 0.0% | N/A | 0.008% | |
2/6/2024 | Apollon Wealth Management LLC | 7,028 | $340K | 0.0% | N/A | 0.015% | |
2/6/2024 | Private Advisor Group LLC | 36,088 | $1.74M | 0.0% | +4.6% | 0.078% | |
2/6/2024 | Spire Wealth Management | 2,130 | $103K | 0.0% | -69.7% | 0.005% | |
2/6/2024 | W.H. Cornerstone Investments Inc. | 4,784 | $231K | 0.2% | -6.7% | 0.010% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 24,286 | $1.17M | 0.0% | +6.2% | 0.053% | |
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2/6/2024 | SouthState Corp | 1,213 | $59K | 0.0% | N/A | 0.003% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 125,712 | $6.07M | 0.2% | +219.0% | 0.273% | |
2/6/2024 | Great Valley Advisor Group Inc. | 138,374 | $6.69M | 0.2% | +25.0% | 0.300% | |
2/2/2024 | Truist Financial Corp | 33,873 | $1.64M | 0.0% | -16.5% | 0.073% | |
2/2/2024 | Anfield Capital Management LLC | 44,327 | $2.14M | 1.2% | -45.5% | 0.096% | |
2/2/2024 | Atria Wealth Solutions Inc. | 8,486 | $410K | 0.0% | -11.2% | 0.018% | |
2/2/2024 | Capital Advisors Ltd. LLC | 20,786 | $1.00M | 0.1% | -15.6% | 0.045% | |
2/1/2024 | CWM LLC | 417,979 | $20.20M | 0.1% | +13.5% | 0.907% | |
2/1/2024 | Vicus Capital | 28,145 | $1.36M | 0.1% | -17.3% | 0.061% | |
1/30/2024 | Sfmg LLC | 5,745 | $278K | 0.0% | -45.6% | 0.012% | |