5/30/2024 | Peninsula Wealth LLC | 6,291 | $566K | 0.1% | +7.8% | 0.004% | |
5/29/2024 | Pathway Financial Advisers LLC | 2,115 | $190K | 0.1% | N/A | 0.001% | |
5/24/2024 | Cetera Advisor Networks LLC | 499,135 | $44.87M | 0.2% | +31.4% | 0.295% | |
5/24/2024 | Cetera Advisors LLC | 105,640 | $9.50M | 0.1% | +128.5% | 0.062% | |
5/24/2024 | Cetera Investment Advisers | 655,462 | $58.93M | 0.1% | +675.1% | 0.388% | |
5/23/2024 | ARQ Wealth Advisors LLC | 6,553 | $589K | 0.3% | +11.5% | 0.004% | |
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5/21/2024 | Atria Investments Inc | 67,244 | $6.05M | 0.1% | -4.3% | 0.040% | |
5/17/2024 | XML Financial LLC | 8,110 | $729K | 0.1% | +155.8% | 0.005% | |
5/17/2024 | Western Pacific Wealth Management LP | 5,151 | $463K | 0.3% | -38.1% | 0.003% | |
5/17/2024 | WealthPlan Investment Management LLC | 54,725 | $4.92M | 0.8% | -33.0% | 0.032% | |
5/17/2024 | Pineridge Advisors LLC | 361 | $32K | 0.0% | -49.2% | 0.000% | |
5/17/2024 | Comerica Bank | 51,372 | $4.62M | 0.0% | +12.9% | 0.030% | |
5/16/2024 | Sugar Maple Asset Management LLC | 60,285 | $5.42M | 5.2% | N/A | 0.036% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 55,045 | $4.95M | 0.1% | -12.3% | 0.033% | |
5/16/2024 | Ancora Advisors LLC | 173,250 | $15.58M | 0.4% | +33.3% | 0.102% | |
5/16/2024 | Kraft Davis & Associates LLC | 45,278 | $4.01M | 1.2% | -5.3% | 0.027% | |
5/16/2024 | Captrust Financial Advisors | 305,964 | $27.51M | 0.1% | -1.8% | 0.181% | |
5/15/2024 | Beck Capital Management LLC | 6,139 | $552K | 0.2% | -2.0% | 0.004% | |
5/15/2024 | Quadrature Capital Ltd | 14,731 | $1.32M | 0.0% | N/A | 0.009% | |
5/14/2024 | EP Wealth Advisors LLC | 342,818 | $30.82M | 0.4% | +115.0% | 0.203% | |
5/14/2024 | Freestone Capital Holdings LLC | 2,394 | $215K | 0.0% | N/A | 0.001% | |
5/14/2024 | CreativeOne Wealth LLC | 15,482 | $1.39M | 0.1% | +418.7% | 0.009% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 54,691 | $4.92M | 1.1% | +10.1% | 0.032% | |
5/14/2024 | Sax Wealth Advisors LLC | 7,127 | $641K | 0.1% | +73.2% | 0.004% | |
5/14/2024 | Leelyn Smith LLC | 440,347 | $39.59M | 7.9% | +2.9% | 0.261% | |
5/14/2024 | Burns Matteson Capital Management LLC | 23,493 | $2.11M | 1.2% | +494.2% | 0.014% | |
5/14/2024 | Lake Street Advisors Group LLC | 3,541 | $318K | 0.0% | N/A | 0.002% | |
5/13/2024 | Goepper Burkhardt LLC | 46,982 | $4.15M | 1.9% | +525.6% | 0.028% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 1,082 | $97K | 0.0% | +196.4% | 0.001% | |
5/11/2024 | Resurgent Financial Advisors LLC | 18,658 | $1.68M | 0.9% | +103.7% | 0.011% | |
5/11/2024 | Beaumont Financial Advisors LLC | 307,872 | $27.68M | 2.3% | +28.9% | 0.183% | |
5/11/2024 | Jacobi Capital Management LLC | 6,412 | $576K | 0.1% | +5.7% | 0.004% | |
5/10/2024 | Osaic Holdings Inc. | 1,739,857 | $156.38M | 0.3% | +12.8% | 1.032% | |
5/10/2024 | Clearstead Trust LLC | 501 | $45K | 0.0% | N/A | 0.000% | |
5/10/2024 | First Foundation Advisors | 1,019,331 | $91.64M | 3.7% | +57.8% | 0.605% | |
5/10/2024 | Kelman Lazarov Inc. | 545,010 | $49.00M | 9.6% | +0.7% | 0.323% | |
5/10/2024 | Wintrust Investments LLC | 14,391 | $1.29M | 0.1% | +1.2% | 0.009% | |
5/9/2024 | ProVise Management Group LLC | 11,757 | $1.06M | 0.1% | -2.0% | 0.007% | |
5/9/2024 | Private Portfolio Partners LLC | 47,549 | $4.28M | 0.9% | +5.2% | 0.028% | |
5/9/2024 | Blair William & Co. IL | 40,156 | $3.61M | 0.0% | +4.5% | 0.024% | |
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5/9/2024 | Orion Portfolio Solutions LLC | 98,391 | $8.85M | 0.1% | -22.4% | 0.058% | |
5/9/2024 | Kingsview Wealth Management LLC | 6,497 | $584K | 0.0% | -13.9% | 0.004% | |
5/9/2024 | Landaas & Co. WI ADV | 6,350 | $571K | 0.2% | -9.2% | 0.004% | |
5/9/2024 | TTP Investments Inc. | 407,419 | $36.63M | 16.0% | +15.3% | 0.242% | |
5/9/2024 | Texas Yale Capital Corp. | 2,250 | $202K | 0.0% | N/A | 0.001% | |
5/9/2024 | Hudson Value Partners LLC | 11,982 | $1.08M | 0.5% | +12.0% | 0.007% | |
5/9/2024 | Endowment Wealth Management Inc. | 14,817 | $1.33M | 1.0% | N/A | 0.009% | |
5/8/2024 | Barings LLC | 188,768 | $16.97M | 0.4% | +91.4% | 0.112% | |
5/8/2024 | Berkshire Money Management Inc. | 227,182 | $20.42M | 2.5% | +60.2% | 0.135% | |
5/8/2024 | Cozad Asset Management Inc. | 14,663 | $1.32M | 0.1% | +26.3% | 0.009% | |
5/8/2024 | MAI Capital Management | 240,459 | $21.62M | 0.2% | -5.5% | 0.143% | |
5/8/2024 | Sheets Smith Wealth Management | 10,981 | $987K | 0.1% | +6.4% | 0.007% | |
5/8/2024 | Ethos Financial Group LLC | 189,532 | $17.04M | 3.2% | +0.2% | 0.112% | |
5/8/2024 | Bleakley Financial Group LLC | 14,201 | $1.28M | 0.0% | +1.0% | 0.008% | |
5/8/2024 | Avantax Advisory Services Inc. | 106,711 | $9.59M | 0.1% | +6.2% | 0.063% | |
5/8/2024 | US Bancorp DE | 15,571 | $1.40M | 0.0% | +3.9% | 0.009% | |
5/8/2024 | Trademark Financial Management LLC | 93,660 | $8.42M | 7.0% | -18.9% | 0.056% | |
5/8/2024 | Tranquility Partners LLC | 58,397 | $5.25M | 2.0% | +1.1% | 0.035% | |
5/8/2024 | Keeler Thomas Management LLC | 13,071 | $1.18M | 0.4% | +27.8% | 0.008% | |
5/8/2024 | Inspire Advisors LLC | 26,963 | $2.42M | 0.3% | -4.3% | 0.016% | |
5/8/2024 | Thoroughbred Financial Services LLC | 112,277 | $10.09M | 1.0% | -4.9% | 0.067% | |
5/7/2024 | Anson Capital Inc. | 43,028 | $3.87M | 5.6% | +4.6% | 0.026% | |
5/7/2024 | Sfmg LLC | 578,497 | $52.01M | 4.5% | -2.2% | 0.343% | |
5/7/2024 | Concurrent Investment Advisors LLC | 15,160 | $1.36M | 0.1% | +40.2% | 0.009% | |
5/7/2024 | WealthPLAN Partners LLC | 173,013 | $15.55M | 1.6% | -3.9% | 0.103% | |
5/7/2024 | Oppenheimer & Co. Inc. | 118,341 | $10.64M | 0.2% | +10.1% | 0.070% | |
5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 769,035 | $69.14M | 4.1% | +9.5% | 0.456% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 77,692 | $6.98M | 0.0% | +10.4% | 0.046% | |
5/6/2024 | CFO4Life Group LLC | 4,847 | $436K | 0.1% | +90.2% | 0.003% | |
5/6/2024 | MGB Wealth Management LLC | 7,256 | $651K | 0.3% | +7.8% | 0.004% | |
5/6/2024 | Davidson Capital Management Inc. | 687,740 | $61.83M | 19.9% | +0.5% | 0.408% | |
5/6/2024 | VitalStone Financial LLC | 42,728 | $3.84M | 2.9% | -5.6% | 0.025% | |
5/4/2024 | Geneos Wealth Management Inc. | 335,344 | $30.15M | 1.4% | +1.2% | 0.199% | |
5/4/2024 | DAVENPORT & Co LLC | 232,294 | $20.88M | 0.1% | +34.1% | 0.138% | |
5/4/2024 | 9258 Wealth Management LLC | 23,714 | $2.13M | 0.3% | +7.7% | 0.014% | |
5/4/2024 | Valley Wealth Managers Inc. | 224,535 | $20.19M | 1.5% | -7.6% | 0.133% | |
5/4/2024 | Csenge Advisory Group | 17,893 | $1.61M | 0.1% | -9.0% | 0.011% | |
5/3/2024 | Clarity Capital Partners LLC | 4,511 | $406K | 0.3% | -66.5% | 0.003% | |
5/3/2024 | Larson Financial Group LLC | 11,868 | $1.07M | 0.1% | -6.5% | 0.007% | |
5/3/2024 | Rehmann Capital Advisory Group | 47,181 | $4.24M | 0.3% | +5.1% | 0.028% | |
5/3/2024 | Boomfish Wealth Group LLC | 79,596 | $7.16M | 4.8% | -0.7% | 0.047% | |
5/3/2024 | United Community Bank | 18,890 | $1.70M | 0.7% | +364.1% | 0.011% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 18,588 | $1.67M | 0.7% | -1.4% | 0.011% | |
5/2/2024 | Mutual Advisors LLC | 45,469 | $4.09M | 0.1% | +13.8% | 0.027% | |
5/2/2024 | Smart Money Group LLC | 330,399 | $28.23M | 11.1% | -4.1% | 0.196% | |
5/2/2024 | Salomon & Ludwin LLC | 400 | $36K | 0.0% | N/A | 0.000% | |
5/2/2024 | USAdvisors Wealth Management LLC | 55,880 | $5.00M | 1.9% | -4.5% | 0.033% | |
5/2/2024 | Farrow Financial Inc. | 102,742 | $9.24M | 6.5% | +1.5% | 0.061% | |
5/2/2024 | Centerpoint Advisors LLC | 616 | $55K | 0.0% | N/A | 0.000% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 79,291 | $7.13M | 5.5% | +36.0% | 0.047% | |
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5/2/2024 | Pittenger & Anderson Inc. | 1,200 | $108K | 0.0% | N/A | 0.001% | |
5/2/2024 | Gilbert & Cook Inc. | 8,212 | $738K | 0.1% | -11.0% | 0.005% | |
5/2/2024 | Lincoln National Corp | 46,503 | $4.18M | 0.1% | +30.8% | 0.028% | |
5/2/2024 | Mendel Money Management | 2,685 | $241K | 0.1% | N/A | 0.002% | |
5/2/2024 | Darrow Company Inc. | 172,066 | $15.47M | 10.1% | +5.1% | 0.102% | |
5/2/2024 | Cross Staff Investments Inc | 23,704 | $2.13M | 1.8% | +1.0% | 0.014% | |
5/1/2024 | Tanager Wealth Management LLP | 420,291 | $37.78M | 6.1% | +6.5% | 0.249% | |
5/1/2024 | StoneX Group Inc. | 41,612 | $3.74M | 0.4% | +0.9% | 0.025% | |
5/1/2024 | Janney Montgomery Scott LLC | 246,674 | $22.18M | 0.1% | +17.3% | 0.146% | |
5/1/2024 | Mission Wealth Management LP | 163,386 | $14.69M | 0.4% | +2,365.1% | 0.097% | |