5/24/2024 | Cetera Advisors LLC | 7,899 | $1.48M | 0.0% | +88.1% | 0.027% | |
5/24/2024 | Cetera Investment Advisers | 79,497 | $14.86M | 0.0% | +549.2% | 0.276% | |
5/21/2024 | Atria Investments Inc | 19,249 | $3.60M | 0.0% | -1.4% | 0.067% | |
5/20/2024 | Virtu Financial LLC | 4,139 | $773K | 0.1% | N/A | 0.014% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 9,279 | $1.73M | 0.3% | N/A | 0.032% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 21,148 | $3.95M | 0.1% | -2.4% | 0.073% | |
|
5/16/2024 | Ancora Advisors LLC | 6,368 | $1.19M | 0.0% | +1.3% | 0.022% | |
5/16/2024 | Captrust Financial Advisors | 103,612 | $19.36M | 0.1% | -2.7% | 0.359% | |
5/16/2024 | Waterford Advisors LLC | 26,232 | $4.90M | 2.1% | -3.3% | 0.091% | |
5/15/2024 | Lazard Asset Management LLC | 11,467 | $2.14M | 0.0% | -2.1% | 0.040% | |
5/14/2024 | Cadence Bank | 425,246 | $79.47M | 5.8% | +0.7% | 1.475% | |
5/14/2024 | EP Wealth Advisors LLC | 1,944 | $363K | 0.0% | +58.3% | 0.007% | |
5/14/2024 | CreativeOne Wealth LLC | 78,489 | $14.67M | 0.6% | -3.8% | 0.272% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 4,368 | $816K | 0.0% | +42.0% | 0.015% | |
5/10/2024 | Osaic Holdings Inc. | 91,244 | $17.05M | 0.0% | +12.6% | 0.316% | |
5/9/2024 | ProVise Management Group LLC | 103,312 | $19.31M | 1.7% | +4.6% | 0.358% | |
5/9/2024 | Orion Portfolio Solutions LLC | 183,943 | $34.37M | 0.4% | -0.8% | 0.638% | |
5/9/2024 | Zega Financial LLC | 1,297 | $242K | 0.1% | -10.1% | 0.004% | |
5/9/2024 | Koshinski Asset Management Inc. | 1,152 | $215K | 0.0% | N/A | 0.004% | |
5/8/2024 | Berkshire Money Management Inc. | 23,852 | $4.46M | 0.5% | +46.4% | 0.083% | |
5/8/2024 | Cozad Asset Management Inc. | 74,979 | $14.01M | 1.5% | +0.6% | 0.260% | |
5/8/2024 | West Wealth Group LLC | 9,525 | $1.78M | 0.7% | N/A | 0.033% | |
5/8/2024 | Sheets Smith Wealth Management | 3,200 | $598K | 0.1% | +6.7% | 0.011% | |
5/8/2024 | Avantax Advisory Services Inc. | 20,916 | $3.91M | 0.0% | +29.7% | 0.073% | |
5/8/2024 | Verus Financial Partners Inc. | 223,233 | $41.72M | 4.9% | -0.4% | 0.774% | |
5/8/2024 | Thoroughbred Financial Services LLC | 10,114 | $1.89M | 0.2% | -24.1% | 0.035% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 53,383 | $9.98M | 0.3% | +14.4% | 0.185% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 21,968 | $4.11M | 0.0% | -10.0% | 0.076% | |
5/6/2024 | VitalStone Financial LLC | 1,566 | $293K | 0.2% | +33.1% | 0.005% | |
5/6/2024 | Sensible Financial Planning & Management LLC. | 40,757 | $7.62M | 1.7% | +2.2% | 0.141% | |
5/4/2024 | McClarren Financial Advisors Inc. | 2,430 | $454K | 0.1% | -85.9% | 0.008% | |
5/3/2024 | FDx Advisors Inc. | 7,707 | $1.44M | 0.2% | -5.6% | 0.027% | |
5/3/2024 | Embree Financial Group | 3,065 | $573K | 0.1% | -6.0% | 0.011% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,484 | $2.89M | 0.3% | +656.8% | 0.054% | |
5/2/2024 | USAdvisors Wealth Management LLC | 18,410 | $3.44M | 1.3% | +22.9% | 0.064% | |
5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 2,330 | $435K | 0.1% | -3.3% | 0.008% | |
5/2/2024 | PDS Planning Inc | 1,414 | $264K | 0.0% | -10.3% | 0.005% | |
5/1/2024 | StoneX Group Inc. | 18,403 | $3.44M | 0.4% | +2.7% | 0.064% | |
5/1/2024 | Janney Montgomery Scott LLC | 49,136 | $9.18M | 0.0% | -9.1% | 0.170% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 206,569 | $38.60M | 2.5% | -0.2% | 0.717% | |
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5/1/2024 | Diversify Advisory Services LLC | 1,694 | $316K | 0.0% | N/A | 0.006% | |
4/30/2024 | Fortis Group Advisors LLC | 3,790 | $708K | 0.1% | N/A | 0.013% | |
4/30/2024 | MA Private Wealth | 70,561 | $13.19M | 2.7% | +5.4% | 0.245% | |
4/30/2024 | HB Wealth Management LLC | 54,542 | $10.19M | 0.1% | +7.3% | 0.189% | |
4/30/2024 | SpiderRock Advisors LLC | 6,540 | $1.21M | 0.0% | N/A | 0.023% | |
4/30/2024 | Wooster Corthell Wealth Management Inc. | 499,378 | $93.32M | 21.4% | -3.4% | 1.732% | |
4/29/2024 | Commonwealth Equity Services LLC | 179,717 | $33.58M | 0.1% | +3.1% | 0.623% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 577 | $108K | 0.0% | -15.0% | 0.002% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 46,877 | $8.76M | 1.7% | +1.1% | 0.163% | |
4/26/2024 | Clear Creek Financial Management LLC | 12,447 | $2.33M | 0.3% | -34.6% | 0.043% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 98,035 | $18.32M | 0.4% | N/A | 0.340% | |
4/26/2024 | Checchi Capital Advisers LLC | 9,072 | $1.70M | 0.1% | -3.0% | 0.031% | |
4/25/2024 | Eudaimonia Advisors LLC | 4,268 | $798K | 0.4% | -13.1% | 0.015% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 81,874 | $15.30M | 0.1% | +5.8% | 0.284% | |
4/24/2024 | Leavell Investment Management Inc. | 415,604 | $77.66M | 4.5% | +4.1% | 1.442% | |
4/24/2024 | Zhang Financial LLC | 23,392 | $4.37M | 0.3% | +22.8% | 0.081% | |
4/24/2024 | Fulcrum Equity Management | 1,910 | $357K | 0.4% | N/A | 0.007% | |
4/24/2024 | SOL Capital Management CO | 3,196 | $597K | 0.1% | +4.1% | 0.011% | |
4/24/2024 | Buttonwood Financial Advisors Inc. | 9,493 | $1.77M | 0.8% | -2.9% | 0.033% | |
4/24/2024 | Financial Freedom LLC | 8,250 | $1.54M | 0.9% | +8.2% | 0.029% | |
4/23/2024 | James J. Burns & Company LLC | 3,828 | $711K | 0.2% | -84.6% | 0.013% | |
4/23/2024 | Global Retirement Partners LLC | 812 | $152K | 0.0% | +27.5% | 0.003% | |
4/23/2024 | TriaGen Wealth Management LLC | 42,310 | $7.91M | 3.3% | +3.8% | 0.147% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 9,370 | $1.75M | 0.1% | -1.8% | 0.033% | |
4/23/2024 | TrueWealth Advisors LLC | 5,260 | $983K | 0.4% | -8.9% | 0.018% | |
4/23/2024 | Fifth Third Bancorp | 2,293 | $428K | 0.0% | -6.8% | 0.008% | |
4/23/2024 | McAdam LLC | 5,757 | $1.08M | 0.1% | +3.3% | 0.020% | |
4/23/2024 | Strategic Blueprint LLC | 28,466 | $5.32M | 0.4% | +10.6% | 0.099% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 182,427 | $34.09M | 0.1% | +1.4% | 0.633% | |
4/22/2024 | HF Advisory Group LLC | 13,910 | $2.60M | 1.5% | -0.4% | 0.048% | |
4/22/2024 | Parsons Capital Management Inc. RI | 2,475 | $463K | 0.0% | +8.1% | 0.009% | |
4/22/2024 | Raymond James & Associates | 100,126 | $18.71M | 0.0% | +2.5% | 0.347% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 310,579 | $58.04M | 1.5% | -1.0% | 1.077% | |
4/19/2024 | Marshall Financial Group LLC | 10,283 | $1.92M | 0.6% | -61.2% | 0.036% | |
4/18/2024 | Capital Advisors Ltd. LLC | 1,840 | $344K | 0.0% | +24.9% | 0.006% | |
4/18/2024 | Iams Wealth Management LLC | 2,001 | $363K | 0.2% | N/A | 0.007% | |
4/18/2024 | Panoramic Investment Advisors LLC | 1,400 | $262K | 0.2% | -6.7% | 0.005% | |
4/18/2024 | Vaughan Nelson Investment Management L.P. | 205 | $38K | 0.0% | -64.7% | 0.001% | |
4/18/2024 | Claro Advisors LLC | 1,209 | $226K | 0.0% | N/A | 0.004% | |
4/18/2024 | RHS Financial LLC | 4,892 | $914K | 0.5% | +119.2% | 0.017% | |
4/17/2024 | Annapolis Financial Services LLC | 55,266 | $10.33M | 3.4% | +14.8% | 0.192% | |
4/17/2024 | Physician Wealth Advisors Inc. | 31,258 | $5.65M | 1.2% | +1.7% | 0.108% | |
4/17/2024 | Guidance Capital Inc. | 4,542 | $822K | 0.3% | +83.5% | 0.016% | |
4/17/2024 | Baker Ellis Asset Management LLC | 31,130 | $5.82M | 0.9% | +3.5% | 0.108% | |
4/16/2024 | Trust Co. of Virginia VA | 1,860 | $348K | 0.0% | -14.8% | 0.006% | |
4/16/2024 | Calton & Associates Inc. | 25,917 | $4.84M | 2.3% | +1.7% | 0.090% | |
4/16/2024 | LongView Wealth Management | 6,506 | $1.22M | 0.5% | +1.2% | 0.023% | |
4/16/2024 | Colorado Capital Management Inc. | 3,593 | $671K | 0.4% | N/A | 0.012% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 38,520 | $7.20M | 0.0% | +5.2% | 0.134% | |
4/15/2024 | Future Financial Wealth Managment LLC | 200 | $37K | 0.0% | N/A | 0.001% | |
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4/15/2024 | Brookstone Capital Management | 1,347 | $252K | 0.0% | -29.7% | 0.005% | |
4/15/2024 | Hobart Private Capital LLC | 1,680 | $314K | 0.1% | -93.7% | 0.006% | |
4/15/2024 | Flagstar Advisors Inc. | 2,260 | $422K | 0.1% | +13.3% | 0.009% | |
4/13/2024 | First Financial Corp IN | 8,093 | $1.51M | 0.8% | N/A | 0.031% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 18,739 | $3.50M | 0.1% | -9.6% | 0.071% | |
4/12/2024 | CGN Advisors LLC | 1,533 | $287K | 0.0% | -3.8% | 0.006% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 2,578 | $482K | 0.1% | -4.8% | 0.010% | |
4/12/2024 | Global Assets Advisory LLC | 280,200 | $52.36M | 0.2% | N/A | 1.062% | |
4/12/2024 | Systelligence LLC | 76,409 | $14.28M | 3.7% | -0.4% | 0.290% | |
4/12/2024 | Steph & Co. | 30,711 | $5.74M | 2.0% | +9.0% | 0.116% | |