5/17/2024 | Comerica Bank | 3,608 | $688K | 0.0% | +2.8% | 0.017% | |
5/17/2024 | Pineridge Advisors LLC | 207 | $39K | 0.0% | -33.2% | 0.001% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 10,255 | $1.96M | 0.4% | N/A | 0.049% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 6,160 | $1.18M | 0.0% | +9.7% | 0.029% | |
5/15/2024 | Kestra Advisory Services LLC | 73,565 | $14.03M | 0.1% | +3.2% | 0.349% | |
5/14/2024 | EP Wealth Advisors LLC | 2,171 | $414K | 0.0% | +9.7% | 0.010% | |
|
5/14/2024 | CreativeOne Wealth LLC | 2,507 | $478K | 0.0% | +50.3% | 0.012% | |
5/14/2024 | Leelyn Smith LLC | 2,992 | $571K | 0.1% | N/A | 0.014% | |
5/14/2024 | Owen LaRue LLC | 2,300 | $439K | 0.3% | N/A | 0.011% | |
5/11/2024 | Jacobi Capital Management LLC | 6,805 | $1.30M | 0.1% | -0.9% | 0.032% | |
5/10/2024 | Osaic Holdings Inc. | 172,520 | $32.90M | 0.1% | -9.2% | 0.820% | |
5/9/2024 | Delos Wealth Advisors LLC | 9,850 | $1.88M | 2.1% | +19.1% | 0.047% | |
5/8/2024 | Avantax Advisory Services Inc. | 14,346 | $2.74M | 0.0% | -23.0% | 0.068% | |
5/8/2024 | US Bancorp DE | 4,744 | $905K | 0.0% | -5.0% | 0.023% | |
5/8/2024 | Russell Investments Group Ltd. | 701 | $134K | 0.0% | N/A | 0.003% | |
5/8/2024 | O Dell Group LLC | 110,421 | $21.06M | 5.2% | -0.7% | 0.525% | |
5/8/2024 | AMJ Financial Wealth Management | 8,368 | $1.60M | 0.5% | +39.5% | 0.040% | |
5/7/2024 | WMG Financial Advisors LLC | 6,604 | $1.26M | 0.7% | -2.2% | 0.031% | |
5/7/2024 | Concurrent Investment Advisors LLC | 9,058 | $1.73M | 0.1% | +13.1% | 0.043% | |
5/7/2024 | PFG Advisors | 3,380 | $644K | 0.0% | +7.3% | 0.016% | |
5/7/2024 | Oppenheimer & Co. Inc. | 31,525 | $6.01M | 0.1% | +39.7% | 0.150% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 10,424 | $1.99M | 0.0% | -8.6% | 0.050% | |
5/6/2024 | VitalStone Financial LLC | 565 | $108K | 0.1% | N/A | 0.003% | |
5/6/2024 | Advisory Services Network LLC | 78,422 | $14.95M | 0.3% | +5.2% | 0.373% | |
5/6/2024 | TFG Advisers LLC | 8,746 | $1.67M | 0.7% | +2.5% | 0.042% | |
5/4/2024 | SPC Financial Inc. | 25,024 | $4.77M | 0.4% | +1.1% | 0.119% | |
5/3/2024 | Larson Financial Group LLC | 164 | $31K | 0.0% | -27.4% | 0.001% | |
5/3/2024 | GSA Capital Partners LLP | 2,615 | $499K | 0.0% | -10.0% | 0.012% | |
5/3/2024 | Whittier Trust Co. | 681 | $130K | 0.0% | -17.1% | 0.003% | |
5/2/2024 | Diversified LLC | 8,045 | $1.53M | 0.2% | -3.0% | 0.038% | |
5/1/2024 | Janney Montgomery Scott LLC | 107,249 | $20.45M | 0.1% | +11.4% | 0.509% | |
4/30/2024 | Private Advisor Group LLC | 61,857 | $11.80M | 0.1% | +6.5% | 0.294% | |
4/30/2024 | Fortis Group Advisors LLC | 170 | $32K | 0.0% | -50.0% | 0.001% | |
4/30/2024 | HB Wealth Management LLC | 1,097 | $209K | 0.0% | N/A | 0.005% | |
4/30/2024 | WealthBridge Capital Management LLC | 1,320 | $252K | 0.1% | N/A | 0.006% | |
4/30/2024 | Delta Financial Group Inc. | 3,045 | $581K | 0.2% | -12.9% | 0.014% | |
4/29/2024 | Commonwealth Equity Services LLC | 95,476 | $18.21M | 0.0% | +4.5% | 0.454% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 59,560 | $11.36M | 0.2% | -3.0% | 0.283% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 8,895 | $1.64M | 0.3% | N/A | 0.042% | |
4/26/2024 | Clear Creek Financial Management LLC | 1,586 | $302K | 0.0% | N/A | 0.008% | |
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4/25/2024 | MTM Investment Management LLC | 15,569 | $2.97M | 1.2% | -0.9% | 0.074% | |
4/25/2024 | Summit Financial LLC | 5,220 | $995K | 0.1% | +8.5% | 0.025% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 93,165 | $17.77M | 0.1% | +25.2% | 0.443% | |
4/24/2024 | Fulcrum Equity Management | 6,975 | $1.33M | 1.6% | N/A | 0.033% | |
4/23/2024 | Global Retirement Partners LLC | 24,638 | $4.70M | 0.2% | +26.1% | 0.117% | |
4/23/2024 | TriaGen Wealth Management LLC | 13,303 | $2.54M | 1.1% | +3.1% | 0.063% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 1,700 | $324K | 0.0% | N/A | 0.008% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 225,811 | $43.06M | 0.1% | -31.6% | 1.073% | |
4/22/2024 | Nilsine Partners LLC | 82,662 | $15.76M | 2.2% | +690.0% | 0.393% | |
4/22/2024 | Raymond James & Associates | 262,429 | $50.04M | 0.0% | +7.3% | 1.247% | |
4/22/2024 | Aurora Private Wealth Inc. | 3,841 | $735K | 0.6% | +194.6% | 0.018% | |
4/20/2024 | Kesler Norman & Wride LLC | 6,404 | $1.22M | 0.3% | +1.5% | 0.031% | |
4/20/2024 | Mezzasalma Advisors LLC | 1,577 | $301K | 0.1% | -23.7% | 0.008% | |
4/19/2024 | Accel Wealth Management | 4,330 | $826K | 0.4% | -4.4% | 0.021% | |
4/19/2024 | Mainsail Financial Group LLC | 28,656 | $5.46M | 3.8% | -0.5% | 0.137% | |
4/19/2024 | PCG Wealth Advisors LLC | 25,237 | $4.81M | 2.3% | +21.5% | 0.120% | |
4/19/2024 | Trust Co. of Oklahoma | 5,138 | $980K | 0.3% | N/A | 0.025% | |
4/19/2024 | TCP Asset Management LLC | 78,942 | $15.05M | 4.0% | +41.5% | 0.377% | |
4/19/2024 | Santori & Peters Inc. | 11,292 | $2.15M | 0.9% | -3.4% | 0.054% | |
4/19/2024 | WFA Asset Management Corp | 311 | $59K | 0.0% | N/A | 0.001% | |
4/18/2024 | Iams Wealth Management LLC | 3,908 | $734K | 0.4% | -22.3% | 0.019% | |
4/18/2024 | AlphaMark Advisors LLC | 155 | $30K | 0.0% | -48.3% | 0.001% | |
4/18/2024 | Kowal Investment Group LLC | 209,350 | $39.92M | 8.6% | -2.9% | 0.999% | |
4/18/2024 | SteelPeak Wealth LLC | 4,008 | $764K | 0.0% | N/A | 0.019% | |
4/16/2024 | OneAscent Financial Services LLC | 2,815 | $537K | 0.1% | +16.2% | 0.013% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 10,378 | $1.98M | 0.0% | +14.3% | 0.050% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 6,968 | $1.33M | 0.0% | -2.3% | 0.033% | |
4/15/2024 | Peterson Wealth Advisors LLC | 4,090 | $780K | 0.2% | -7.3% | 0.020% | |
4/15/2024 | Brookstone Capital Management | 1,276 | $243K | 0.0% | N/A | 0.006% | |
4/15/2024 | Sunbelt Securities Inc. | 2,176 | $415K | 0.0% | +3.3% | 0.010% | |
4/15/2024 | Flagstar Advisors Inc. | 1,123 | $214K | 0.1% | N/A | 0.005% | |
4/12/2024 | Global Assets Advisory LLC | 10,911 | $2.08M | 0.0% | N/A | 0.052% | |
4/12/2024 | Southland Equity Partners LLC | 64,628 | $12.32M | 3.5% | +0.8% | 0.308% | |
4/12/2024 | Northwest Investment Counselors LLC | 477 | $91K | 0.0% | N/A | 0.002% | |
4/11/2024 | Royal Fund Management LLC | 35,474 | $6.77M | 0.7% | -5.7% | 0.169% | |
4/11/2024 | International Assets Investment Management LLC | 12,243 | $2.34M | 0.1% | +2.4% | 0.058% | |
4/11/2024 | RFG Advisory LLC | 5,725 | $1.09M | 0.0% | +73.1% | 0.027% | |
4/10/2024 | Atwood & Palmer Inc. | 1,155 | $220K | 0.0% | +143.2% | 0.006% | |
4/10/2024 | Park Avenue Securities LLC | 2,488 | $474K | 0.0% | -5.0% | 0.012% | |
4/9/2024 | Mather Group LLC. | 204 | $36K | 0.0% | N/A | 0.001% | |
4/8/2024 | RVW Wealth LLC | 106,437 | $20.30M | 2.1% | -2.5% | 0.507% | |
3/22/2024 | PNC Financial Services Group Inc. | 10,168 | $1.78M | 0.0% | +4.0% | 0.050% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 5,615 | $985K | 0.0% | -8.8% | 0.027% | |
3/8/2024 | ICA Group Wealth Management LLC | 200 | $35K | 0.0% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 1,418 | $249K | 0.0% | N/A | 0.007% | |
3/4/2024 | Fortis Group Advisors LLC | 340 | $60K | 0.0% | +100.0% | 0.002% | |
3/1/2024 | Transcendent Capital Group LLC | 400 | $70K | 0.0% | N/A | 0.002% | |
3/1/2024 | Pineridge Advisors LLC | 310 | $54K | 0.0% | N/A | 0.002% | |
2/28/2024 | EP Wealth Advisors LLC | 1,979 | $347K | 0.0% | N/A | 0.010% | |
2/26/2024 | Centaurus Financial Inc. | 1,212 | $213K | 0.0% | N/A | 0.006% | |
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2/22/2024 | Napa Wealth Management | 4,892 | $858K | 0.5% | N/A | 0.024% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 11,763 | $2.06M | 1.4% | N/A | 0.057% | |
2/16/2024 | O Dell Group LLC | 111,158 | $19.51M | 5.1% | -0.6% | 0.542% | |
2/14/2024 | Midland Wealth Advisors LLC | 7,412 | $1.30M | 0.1% | N/A | 0.036% | |
2/14/2024 | Continuum Advisory LLC | 18,909 | $3.32M | 0.5% | -12.4% | 0.092% | |
2/14/2024 | Regal Investment Advisors LLC | 8,498 | $1.49M | 0.1% | +2.3% | 0.041% | |
2/13/2024 | Oppenheimer & Co. Inc. | 22,570 | $3.96M | 0.1% | +34.6% | 0.110% | |
2/13/2024 | First Trust Advisors LP | 4,179,276 | $733.34M | 0.8% | -11.2% | 20.387% | |
2/13/2024 | Belpointe Asset Management LLC | 6,770 | $1.19M | 0.1% | +108.6% | 0.033% | |
2/13/2024 | Rollins Financial Advisors LLC | 8,438 | $1.48M | 0.3% | N/A | 0.041% | |