5/24/2024 | Cetera Advisor Networks LLC | 181,876 | $15.87M | 0.1% | +8.6% | 0.492% | |
5/24/2024 | Cetera Advisors LLC | 8,169 | $713K | 0.0% | +4.2% | 0.022% | |
5/24/2024 | Cetera Investment Advisers | 192,062 | $16.75M | 0.0% | N/A | 0.519% | |
5/22/2024 | Burney Co. | 25,098 | $2.19M | 0.1% | +16.8% | 0.068% | |
5/22/2024 | Second Line Capital LLC | 5,448 | $475K | 0.2% | -14.9% | 0.015% | |
5/21/2024 | Atria Investments Inc | 16,428 | $1.43M | 0.0% | +6.4% | 0.044% | |
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5/21/2024 | LRI Investments LLC | 10,000 | $868K | 0.1% | N/A | 0.027% | |
5/17/2024 | New Covenant Trust Company N.A. | 337 | $29K | 0.0% | N/A | 0.001% | |
5/16/2024 | Redwood Investment Management LLC | 215,939 | $18.86M | 1.8% | -27.7% | 0.572% | |
5/15/2024 | Flow Traders U.S. LLC | 38,464 | $3.36M | 0.2% | N/A | 0.102% | |
5/15/2024 | LRI Investments LLC | 10,000 | $868K | 0.1% | N/A | 0.026% | |
5/15/2024 | Quadrature Capital Ltd | 5,028 | $438K | 0.0% | N/A | 0.013% | |
5/14/2024 | EP Wealth Advisors LLC | 2,339 | $204K | 0.0% | -24.6% | 0.006% | |
5/14/2024 | CreativeOne Wealth LLC | 10,364 | $904K | 0.0% | -13.9% | 0.027% | |
5/14/2024 | Commonwealth Financial Services LLC | 5,180 | $433K | 0.1% | +22.7% | 0.014% | |
5/13/2024 | Shakespeare Wealth Management LLC | 129,652 | $11.31M | 3.3% | +0.7% | 0.343% | |
5/13/2024 | Signature Estate & Investment Advisors LLC | 91,317 | $7.97M | 0.2% | -85.8% | 0.242% | |
5/10/2024 | Osaic Holdings Inc. | 291,853 | $25.46M | 0.1% | +80.3% | 0.773% | |
5/10/2024 | Blue Barn Wealth LLC | 50,739 | $4.43M | 2.5% | +0.4% | 0.134% | |
5/10/2024 | Connors Investor Services Inc. | 7,661 | $668K | 0.1% | N/A | 0.020% | |
5/10/2024 | TIAA Trust National Association | 134,478 | $11.73M | 0.0% | +1.2% | 0.356% | |
5/9/2024 | Barden Capital Management Inc. | 19,230 | $1.68M | 1.6% | -25.7% | 0.051% | |
5/9/2024 | Blair William & Co. IL | 2,371 | $207K | 0.0% | +6.1% | 0.006% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 6,844 | $597K | 0.0% | +7.4% | 0.018% | |
5/8/2024 | Winthrop Capital Management LLC | 9,196 | $802K | 0.4% | -7.3% | 0.024% | |
5/8/2024 | Avantax Advisory Services Inc. | 29,853 | $2.60M | 0.0% | +126.6% | 0.079% | |
5/8/2024 | O Dell Group LLC | 83,052 | $7.25M | 1.8% | +16,477.2% | 0.220% | |
5/7/2024 | Capital Square LLC | 18,473 | $1.61M | 1.1% | N/A | 0.049% | |
5/7/2024 | NorthRock Partners LLC | 277,771 | $24.23M | 2.1% | -5.0% | 0.736% | |
5/7/2024 | Fiduciary Family Office LLC | 2,608 | $227K | 0.1% | -13.3% | 0.007% | |
5/7/2024 | WealthPLAN Partners LLC | 4,103 | $358K | 0.0% | N/A | 0.011% | |
5/7/2024 | Horizon Investment Services LLC | 3,505 | $306K | 0.1% | -13.0% | 0.009% | |
5/7/2024 | CarsonAllaria Wealth Management Ltd. | 34,873 | $3.04M | 1.9% | +30.0% | 0.092% | |
5/7/2024 | TAGStone Capital Inc. | 13,894 | $1.21M | 0.7% | +10.3% | 0.037% | |
5/7/2024 | Motive Wealth Advisors | 9,270 | $809K | 0.5% | +95.5% | 0.025% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,084 | $531K | 0.0% | -7.9% | 0.016% | |
5/6/2024 | Kades & Cheifetz LLC | 101,956 | $8.89M | 5.7% | +0.5% | 0.270% | |
5/4/2024 | Geneos Wealth Management Inc. | 38,203 | $3.33M | 0.2% | +17.1% | 0.101% | |
5/4/2024 | Csenge Advisory Group | 175,780 | $15.33M | 0.9% | -1.8% | 0.466% | |
5/3/2024 | TFB Advisors LLC | 6,625 | $553K | 0.2% | +35.3% | 0.018% | |
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5/3/2024 | Larson Financial Group LLC | 20,784 | $1.81M | 0.1% | -0.6% | 0.055% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 6,311 | $551K | 0.2% | +64.7% | 0.017% | |
5/2/2024 | Mutual Advisors LLC | 25,222 | $2.20M | 0.1% | -4.7% | 0.067% | |
5/2/2024 | Diversified LLC | 51,601 | $4.50M | 0.6% | -22.6% | 0.137% | |
5/2/2024 | Salomon & Ludwin LLC | 5,646 | $493K | 0.0% | +8.6% | 0.015% | |
5/2/2024 | USAdvisors Wealth Management LLC | 4,662 | $404K | 0.2% | N/A | 0.012% | |
5/2/2024 | New England Capital Financial Advisors LLC | 45,460 | $3.97M | 2.2% | +6.9% | 0.120% | |
5/2/2024 | FinTrust Capital Advisors LLC | 1,153 | $101K | 0.0% | +16.7% | 0.003% | |
5/2/2024 | Haverford Trust Co | 660,529 | $57.62M | 0.6% | +16.8% | 1.750% | |
5/2/2024 | Quent Capital LLC | 17,493 | $1.53M | 0.2% | -19.7% | 0.046% | |
5/2/2024 | Moloney Securities Asset Management LLC | 8,736 | $762K | 0.1% | -5.1% | 0.023% | |
5/1/2024 | Connecticut Wealth Management LLC | 14,762 | $1.29M | 0.1% | -2.2% | 0.039% | |
5/1/2024 | Janney Montgomery Scott LLC | 2,973 | $259K | 0.0% | -10.6% | 0.008% | |
5/1/2024 | Klingman & Associates LLC | 175,796 | $15.34M | 1.1% | -1.6% | 0.466% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 42,656 | $3.72M | 0.2% | +172.7% | 0.113% | |
5/1/2024 | Prosperity Consulting Group LLC | 32,749 | $2.86M | 0.4% | N/A | 0.087% | |
5/1/2024 | Wambolt & Associates LLC | 4,573 | $396K | 0.1% | -44.9% | 0.012% | |
5/1/2024 | Diversify Advisory Services LLC | 8,287 | $718K | 0.0% | N/A | 0.022% | |
4/30/2024 | Private Advisor Group LLC | 161,953 | $14.13M | 0.1% | +12.1% | 0.429% | |
4/30/2024 | Norden Group LLC | 6,301 | $550K | 0.0% | N/A | 0.017% | |
4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 4,228 | $369K | 0.1% | -17.6% | 0.011% | |
4/30/2024 | Forbes Financial Planning Inc. | 101,280 | $8.84M | 7.6% | +0.1% | 0.268% | |
4/30/2024 | M3 Advisory Group LLC | 3,596 | $314K | 0.3% | +26.5% | 0.010% | |
4/29/2024 | Commonwealth Equity Services LLC | 284,817 | $24.85M | 0.0% | +12.1% | 0.754% | |
4/29/2024 | FAS Wealth Partners Inc. | 282,751 | $24.66M | 2.2% | -1.1% | 0.749% | |
4/29/2024 | Benjamin Edwards Inc. | 26,024 | $2.27M | 0.5% | +43.6% | 0.069% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 477,207 | $41.63M | 0.8% | +28.8% | 1.264% | |
4/26/2024 | Prestige Wealth Management Group LLC | 43,326 | $3.78M | 0.8% | +0.3% | 0.113% | |
4/26/2024 | JNBA Financial Advisors | 69,695 | $6.08M | 0.6% | -25.2% | 0.182% | |
4/26/2024 | YHB Investment Advisors Inc. | 14,832 | $1.29M | 0.1% | -9.0% | 0.039% | |
4/26/2024 | First National Trust Co | 166,990 | $14.57M | 0.6% | -10.3% | 0.437% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 3,835 | $335K | 0.0% | -9.1% | 0.010% | |
4/26/2024 | Clear Creek Financial Management LLC | 3,552 | $310K | 0.0% | +36.3% | 0.009% | |
4/26/2024 | MONECO Advisors LLC | 44,616 | $3.89M | 0.6% | +37.3% | 0.117% | |
4/26/2024 | Verdence Capital Advisors LLC | 7,400 | $646K | 0.1% | +10.0% | 0.019% | |
4/26/2024 | Tritonpoint Wealth LLC | 13,510 | $1.13M | 0.1% | -8.7% | 0.035% | |
4/25/2024 | Peterson Financial Group Inc. | 12,256 | $1.07M | 0.6% | +1.6% | 0.032% | |
4/24/2024 | Krilogy Financial LLC | 261,152 | $22.78M | 1.7% | +0.6% | 0.683% | |
4/24/2024 | CENTRAL TRUST Co | 12,860 | $1.12M | 0.0% | -6.3% | 0.034% | |
4/24/2024 | Dakota Wealth Management | 72,566 | $6.33M | 0.2% | N/A | 0.190% | |
4/24/2024 | Ackerman Capital Advisors LLC | 3,459 | $302K | 0.1% | -4.7% | 0.009% | |
4/24/2024 | Spire Wealth Management | 45,255 | $3.95M | 0.2% | -6.4% | 0.118% | |
4/24/2024 | Essex Financial Services Inc. | 4,569 | $399K | 0.0% | -4.2% | 0.012% | |
4/23/2024 | Global Retirement Partners LLC | 9,677 | $844K | 0.0% | +45.6% | 0.025% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 34,152 | $2.98M | 0.6% | +56,820.0% | 0.089% | |
4/23/2024 | McAdam LLC | 73,906 | $6.45M | 0.4% | -1.9% | 0.193% | |
4/23/2024 | Financial Consulate Inc. | 93,259 | $8.14M | 2.4% | +6.8% | 0.244% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 121,675 | $10.61M | 0.0% | -48.1% | 0.318% | |
4/22/2024 | Bristlecone Advisors LLC | 28,082 | $2.45M | 0.2% | +10.3% | 0.073% | |
4/22/2024 | Strategic Financial Concepts LLC | 4,040 | $352K | 0.1% | N/A | 0.011% | |
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4/22/2024 | Confluence Wealth Services Inc. | 15,628 | $1.36M | 0.1% | N/A | 0.041% | |
4/22/2024 | Corrigan Financial Inc. | 19,201 | $1.68M | 0.4% | -1.4% | 0.050% | |
4/22/2024 | Centennial Wealth Advisory LLC | 10,817 | $943K | 0.4% | +10.7% | 0.028% | |
4/22/2024 | HF Advisory Group LLC | 2,988 | $261K | 0.1% | -30.6% | 0.008% | |
4/22/2024 | Drive Wealth Management LLC | 2,299 | $201K | 0.1% | -19.1% | 0.006% | |
4/22/2024 | Rainey & Randall Investment Management Inc. | 100,618 | $8.78M | 2.1% | +6.4% | 0.263% | |
4/22/2024 | Strategies Wealth Advisors LLC | 52,352 | $4.57M | 0.7% | -0.6% | 0.137% | |
4/20/2024 | KWB Wealth | 202,863 | $17.70M | 2.4% | -3.4% | 0.530% | |
4/19/2024 | Advisor Resource Council | 2,484 | $208K | 0.1% | -91.6% | 0.006% | |
4/19/2024 | Tradewinds Capital Management LLC | 332,618 | $29.01M | 8.0% | N/A | 0.870% | |