5/17/2024 | Citizens Financial Group Inc. RI | 117,672 | $5.01M | 0.2% | +0.4% | 0.758% | |
5/16/2024 | Waverly Advisors LLC | 58,627 | $2.50M | 0.1% | N/A | 0.378% | |
5/14/2024 | EP Wealth Advisors LLC | 10,515 | $448K | 0.0% | -3.3% | 0.068% | |
5/14/2024 | CreativeOne Wealth LLC | 53,045 | $2.26M | 0.1% | +10.4% | 0.342% | |
5/9/2024 | Koshinski Asset Management Inc. | 18,625 | $793K | 0.1% | -34.3% | 0.120% | |
5/8/2024 | Avantax Advisory Services Inc. | 34,622 | $1.47M | 0.0% | +18.5% | 0.223% | |
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5/2/2024 | Choreo LLC | 112,152 | $4.77M | 0.1% | -0.3% | 0.722% | |
4/30/2024 | J.W. Cole Advisors Inc. | 31,956 | $1.36M | 0.1% | N/A | 0.206% | |
4/29/2024 | Commonwealth Equity Services LLC | 136,083 | $5.79M | 0.0% | +5.3% | 0.876% | |
4/25/2024 | Eudaimonia Advisors LLC | 43,234 | $1.84M | 1.0% | +10.4% | 0.278% | |
4/24/2024 | Spire Wealth Management | 666 | $28K | 0.0% | -75.6% | 0.004% | |
4/23/2024 | Revisor Wealth Management LLC | 9,328 | $385K | 0.2% | N/A | 0.060% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 428,518 | $18.24M | 0.0% | +6.6% | 2.758% | |
4/22/2024 | Raymond James & Associates | 231,994 | $9.88M | 0.0% | -2.8% | 1.493% | |
4/18/2024 | SteelPeak Wealth LLC | 17,283 | $736K | 0.0% | -41.4% | 0.111% | |
4/16/2024 | Tsfg LLC | 1,189 | $51K | 0.0% | -89.7% | 0.008% | |
2/28/2024 | EP Wealth Advisors LLC | 10,875 | $434K | 0.0% | -40.7% | 0.070% | |
2/16/2024 | United Advisor Group LLC | 8,349 | $333K | 0.4% | N/A | 0.054% | |
2/14/2024 | CFS Investment Advisory Services LLC | 19,039 | $759K | 0.1% | +35.0% | 0.123% | |
2/13/2024 | Steward Partners Investment Solutions LLC | 7,216 | $288K | 0.1% | N/A | 0.047% | |
2/12/2024 | Focus Financial Network Inc. ADV | 112,613 | $4.49M | 0.2% | N/A | 0.726% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 42,159 | $1.68M | 0.0% | +2.0% | 0.272% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 33,559 | $1.34M | 0.0% | -11.1% | 0.216% | |
2/9/2024 | Tidemark LLC | 1,170 | $47K | 0.0% | N/A | 0.008% | |
2/9/2024 | CreativeOne Wealth LLC | 48,057 | $1.92M | 0.1% | +346.4% | 0.310% | |
2/9/2024 | Wells Fargo & Company MN | 166,296 | $6.63M | 0.0% | +0.5% | 1.072% | |
2/7/2024 | Avantax Advisory Services Inc. | 29,224 | $1.17M | 0.0% | -57.5% | 0.188% | |
2/7/2024 | Northwest Financial Advisors | 5,471 | $218K | 0.2% | N/A | 0.035% | |
2/6/2024 | Private Advisor Group LLC | 32,866 | $1.31M | 0.0% | +18.3% | 0.212% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 431,916 | $17.23M | 0.5% | +1.9% | 2.785% | |
2/5/2024 | Choreo LLC | 112,530 | $4.49M | 0.1% | +0.3% | 0.726% | |
2/5/2024 | Flaharty Asset Management LLC | 752,530 | $30.02M | 4.7% | +0.5% | 4.852% | |
2/2/2024 | Citizens Financial Group Inc. RI | 117,257 | $4.68M | 0.2% | -0.3% | 0.756% | |
2/2/2024 | Atria Wealth Solutions Inc. | 206,780 | $8.25M | 0.1% | +0.6% | 1.333% | |
2/1/2024 | Capital Investment Advisory Services LLC | 3,058 | $122K | 0.0% | +19.5% | 0.020% | |
1/31/2024 | HTLF Bank | 16,000 | $638K | 0.1% | N/A | 0.103% | |
1/31/2024 | Key Financial Inc | 2,849 | $114K | 0.0% | +77.6% | 0.018% | |
1/29/2024 | Koshinski Asset Management Inc. | 28,340 | $1.13M | 0.2% | +100.0% | 0.183% | |
1/26/2024 | Financial Guidance Group Inc. | 5,120 | $204K | 0.1% | N/A | 0.033% | |
1/24/2024 | Stratos Wealth Partners LTD. | 16,202 | $646K | 0.0% | +97.6% | 0.105% | |
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1/24/2024 | SteelPeak Wealth LLC | 29,510 | $1.18M | 0.1% | N/A | 0.191% | |
1/24/2024 | Private Trust Co. NA | 6,867 | $274K | 0.0% | -35.3% | 0.044% | |
1/23/2024 | StrategIQ Financial Group LLC | 55,376 | $2.21M | 0.2% | +2.0% | 0.357% | |
1/22/2024 | Strategies Wealth Advisors LLC | 23,364 | $932K | 0.2% | -2.2% | 0.151% | |
1/18/2024 | Good Life Advisors LLC | 8,797 | $351K | 0.0% | -6.3% | 0.057% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 401,893 | $16.03M | 0.0% | +0.9% | 2.590% | |
1/16/2024 | Raymond James & Associates | 238,698 | $9.52M | 0.0% | +3.6% | 1.538% | |
1/11/2024 | Bond & Devick Financial Network Inc. | 13,561 | $541K | 0.3% | +4.2% | 0.087% | |
1/11/2024 | Atlas Private Wealth Advisors | 482,826 | $19.26M | 3.6% | -48.5% | 3.085% | |
1/9/2024 | WBH Advisory Inc. | 14,232 | $568K | 0.1% | -3.2% | 0.090% | |
11/24/2023 | EP Wealth Advisors LLC | 18,345 | $670K | 0.0% | +1,135.4% | 0.113% | |
11/14/2023 | Tower Research Capital LLC TRC | 10,449 | $382K | 0.0% | +341.4% | 0.065% | |
11/13/2023 | Citizens Financial Group Inc. RI | 117,601 | $4.30M | 0.2% | +0.4% | 0.727% | |
11/13/2023 | Mariner LLC | 43,064 | $1.57M | 0.0% | -45.6% | 0.266% | |
11/13/2023 | LPL Financial LLC | 2,434,385 | $88.93M | 0.1% | -13.1% | 15.046% | |
11/13/2023 | Kestra Advisory Services LLC | 43,288 | $1.58M | 0.0% | +2.0% | 0.268% | |
11/13/2023 | PNC Financial Services Group Inc. | 3,031 | $111K | 0.0% | -37.5% | 0.019% | |
11/9/2023 | UBS Group AG | 96,758 | $3.54M | 0.0% | -16.1% | 0.598% | |
11/8/2023 | Aptus Capital Advisors LLC | 3,920 | $143K | 0.0% | +55.6% | 0.024% | |
11/8/2023 | Choreo LLC | 112,221 | $4.10M | 0.1% | -0.2% | 0.694% | |
11/8/2023 | HighTower Advisors LLC | 35,185 | $1.29M | 0.0% | +13.1% | 0.217% | |
11/8/2023 | Janney Montgomery Scott LLC | 9,576 | $350K | 0.0% | +6.6% | 0.059% | |
11/8/2023 | Atria Wealth Solutions Inc. | 205,580 | $7.51M | 0.1% | +181.0% | 1.271% | |
11/8/2023 | Avantax Advisory Services Inc. | 68,721 | $2.51M | 0.0% | +3.2% | 0.425% | |
11/6/2023 | Wilbanks Smith & Thomas Asset Management LLC | 423,799 | $15.48M | 0.5% | +2.3% | 2.619% | |
11/3/2023 | Private Advisor Group LLC | 27,774 | $1.02M | 0.0% | +27.2% | 0.172% | |
10/25/2023 | Brown Advisory Inc. | 12,191 | $445K | 0.0% | -5.1% | 0.075% | |
10/24/2023 | Eudaimonia Advisors LLC | 39,166 | $1.43M | 1.0% | +3.8% | 0.241% | |
10/24/2023 | Stratos Wealth Partners LTD. | 8,200 | $300K | 0.0% | -44.3% | 0.051% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 398,438 | $14.56M | 0.0% | -8.6% | 2.456% | |
10/24/2023 | Raymond James & Associates | 230,501 | $8.42M | 0.0% | -0.6% | 1.421% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 37,759 | $1.38M | 0.0% | -14.9% | 0.233% | |
10/23/2023 | Commonwealth Equity Services LLC | 141,664 | $5.18M | 0.0% | -9.6% | 0.873% | |
10/20/2023 | Golden State Equity Partners | 48,115 | $1.76M | 0.5% | +42.4% | 0.297% | |
10/18/2023 | Private Trust Co. NA | 10,610 | $388K | 0.1% | +41.3% | 0.065% | |
10/17/2023 | CreativeOne Wealth LLC | 10,765 | $393K | 0.0% | -75.9% | 0.066% | |
10/17/2023 | Impact Partnership Wealth LLC | 1,100 | $40K | 0.0% | N/A | 0.007% | |
10/17/2023 | Flagship Harbor Advisors LLC | 12,104 | $442K | 0.0% | +7.7% | 0.075% | |
10/11/2023 | Atlas Private Wealth Advisors | 937,671 | $34.25M | 6.5% | +10.3% | 5.781% | |
10/10/2023 | WBH Advisory Inc. | 14,698 | $537K | 0.1% | -6.3% | 0.091% | |
10/10/2023 | Strategies Wealth Advisors LLC | 23,896 | $873K | 0.2% | -1.1% | 0.147% | |
8/21/2023 | Osaic Holdings Inc. | 547,037 | $20.92M | 0.0% | +57.0% | 3.286% | |
8/14/2023 | Fort Point Capital Partners LLC | 23,002 | $879K | 0.1% | +14.7% | 0.138% | |
8/14/2023 | Guardian Wealth Advisors LLC NC | 2,520 | $96K | 0.0% | +12,500.0% | 0.015% | |
8/11/2023 | Kestra Advisory Services LLC | 42,447 | $1.62M | 0.0% | +4.8% | 0.255% | |
8/11/2023 | Flaharty Asset Management LLC | 721,733 | $27.59M | 4.7% | +2.0% | 4.335% | |
8/10/2023 | Osaic Holdings Inc. | 547,037 | $20.92M | 0.0% | +57.0% | 3.286% | |
8/10/2023 | Commonwealth Equity Services LLC | 156,706 | $5.99M | 0.0% | -7.6% | 0.941% | |
8/10/2023 | Truvestments Capital LLC | 4,846 | $185K | 0.1% | -9.4% | 0.029% | |
8/10/2023 | Private Advisor Group LLC | 21,836 | $835K | 0.0% | -9.2% | 0.131% | |
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8/10/2023 | Cetera Advisors LLC | 7,148 | $273K | 0.0% | +5.4% | 0.043% | |
8/10/2023 | Cetera Advisor Networks LLC | 31,162 | $1.19M | 0.0% | -27.8% | 0.187% | |
8/9/2023 | Coastal Investment Advisors Inc. | 815 | $31K | 0.0% | N/A | 0.005% | |
8/8/2023 | Wilbanks Smith & Thomas Asset Management LLC | 414,231 | $15.84M | 0.5% | +2.5% | 2.488% | |
8/7/2023 | Insight Advisors LLC PA | 6,436 | $246K | 0.1% | -29.3% | 0.039% | |
8/4/2023 | Atlas Private Wealth Advisors | 849,801 | $32.49M | 6.6% | +118.5% | 5.104% | |
8/4/2023 | Choreo LLC | 112,502 | $4.30M | 0.1% | -43.7% | 0.676% | |
8/3/2023 | Atria Wealth Solutions Inc. | 73,162 | $2.80M | 0.0% | N/A | 0.429% | |
8/3/2023 | CWM LLC | 2,403 | $92K | 0.0% | -18.0% | 0.014% | |
8/2/2023 | MAI Capital Management | 56,273 | $2.15M | 0.0% | -3.3% | 0.330% | |