5/29/2024 | Pathway Financial Advisers LLC | 922 | $144K | 0.1% | N/A | 0.001% | |
5/29/2024 | Instrumental Wealth LLC | 2,241 | $367K | 0.1% | +10.4% | 0.004% | |
5/29/2024 | Soltis Investment Advisors LLC | 6,733 | $1.05M | 0.1% | -4.1% | 0.011% | |
5/24/2024 | Cetera Advisors LLC | 25,869 | $4.03M | 0.0% | +45.5% | 0.042% | |
5/24/2024 | Cetera Investment Advisers | 95,511 | $14.88M | 0.0% | +130.8% | 0.153% | |
5/21/2024 | Atria Investments Inc | 21,094 | $3.29M | 0.0% | +8.9% | 0.034% | |
|
5/20/2024 | Independent Wealth Network Inc. | 1,805 | $281K | 0.1% | -7.2% | 0.003% | |
5/17/2024 | Tandem Capital Management Corp ADV | 5,750 | $896K | 0.5% | -9.3% | 0.009% | |
5/17/2024 | Comerica Bank | 3,743 | $583K | 0.0% | -1.8% | 0.006% | |
5/17/2024 | Creekmur Asset Management LLC | 4,056 | $632K | 0.2% | -63.5% | 0.007% | |
5/16/2024 | Global Financial Private Client LLC | 10,163 | $1.59M | 0.7% | +12.2% | 0.016% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 1,945 | $303K | 0.0% | +8.4% | 0.003% | |
5/16/2024 | Ancora Advisors LLC | 16,178 | $2.52M | 0.1% | -2.6% | 0.026% | |
5/16/2024 | Sweeney & Michel LLC | 6,385 | $994K | 0.4% | N/A | 0.010% | |
5/16/2024 | Whalerock Point Partners LLC | 11,190 | $1.74M | 0.5% | -99.9% | 0.018% | |
5/16/2024 | Kraft Davis & Associates LLC | 42,437 | $6.57M | 2.0% | -46.3% | 0.068% | |
5/15/2024 | SVB Wealth LLC | 10,166 | $1.58M | 0.0% | -15.2% | 0.016% | |
5/15/2024 | Evergreen Wealth Solutions LLC | 2,320 | $362K | 0.3% | -34.5% | 0.004% | |
5/15/2024 | Kestra Advisory Services LLC | 112,498 | $17.53M | 0.1% | +9.9% | 0.181% | |
5/15/2024 | Linscomb Wealth Inc. | 2,080 | $324K | 0.0% | N/A | 0.003% | |
5/14/2024 | EP Wealth Advisors LLC | 4,586 | $715K | 0.0% | +4.8% | 0.007% | |
5/14/2024 | CreativeOne Wealth LLC | 3,988 | $622K | 0.0% | +14.3% | 0.006% | |
5/14/2024 | InterOcean Capital Group LLC | 1,512 | $236K | 0.0% | N/A | 0.002% | |
5/14/2024 | Arjuna Capital | 1,974 | $308K | 0.1% | N/A | 0.003% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 1,721 | $268K | 0.1% | N/A | 0.003% | |
5/11/2024 | Beaumont Financial Advisors LLC | 25,464 | $3.97M | 0.3% | -7.9% | 0.041% | |
5/10/2024 | Osaic Holdings Inc. | 156,270 | $24.38M | 0.1% | -7.5% | 0.251% | |
5/9/2024 | Brighton Jones LLC | 16,327 | $2.54M | 0.1% | -6.3% | 0.026% | |
5/9/2024 | Blair William & Co. IL | 7,143 | $1.11M | 0.0% | -42.9% | 0.011% | |
5/9/2024 | Orion Portfolio Solutions LLC | 18,685 | $2.91M | 0.0% | +86.1% | 0.030% | |
5/9/2024 | Landaas & Co. WI ADV | 2,100 | $327K | 0.1% | N/A | 0.003% | |
5/9/2024 | JBR Co Financial Management Inc | 3,855 | $601K | 0.5% | -14.4% | 0.006% | |
5/9/2024 | TBH Global Asset Management LLC | 29,647 | $4.62M | 0.9% | +1.0% | 0.048% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 2,420 | $377K | 0.0% | -13.2% | 0.004% | |
5/8/2024 | Advisors Preferred LLC | 401 | $63K | 0.0% | N/A | 0.001% | |
5/8/2024 | Avantax Advisory Services Inc. | 4,742 | $739K | 0.0% | -27.6% | 0.008% | |
5/7/2024 | Stonebrook Private Inc. | 31,345 | $4.89M | 1.4% | -3.7% | 0.050% | |
5/7/2024 | Atomi Financial Group Inc. | 2,466 | $384K | 0.0% | N/A | 0.004% | |
5/7/2024 | Primoris Wealth Advisors LLC | 34,443 | $5.37M | 4.3% | +0.5% | 0.055% | |
5/7/2024 | KCM Investment Advisors LLC | 3,303 | $515K | 0.0% | -5.9% | 0.005% | |
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5/7/2024 | Smithfield Trust Co | 1,100 | $172K | 0.0% | +78.9% | 0.002% | |
5/7/2024 | PFG Advisors | 78,374 | $12.21M | 0.9% | +4.7% | 0.126% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,215 | $345K | 0.0% | +10.0% | 0.004% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 18,783 | $2.93M | 0.0% | -5.2% | 0.030% | |
5/6/2024 | Advisory Services Network LLC | 115,717 | $18.03M | 0.4% | -1.0% | 0.186% | |
5/4/2024 | McClarren Financial Advisors Inc. | 312 | $490K | 0.1% | +488.7% | 0.001% | |
5/3/2024 | Southern Capital Advisors LLC | 41,444 | $6.46M | 3.9% | +24.1% | 0.067% | |
5/3/2024 | Rehmann Capital Advisory Group | 12,312 | $1.92M | 0.1% | +8.6% | 0.020% | |
5/3/2024 | Smith Salley Wealth Management | 44,300 | $6.90M | 0.5% | -9.4% | 0.071% | |
5/2/2024 | Mutual Advisors LLC | 15,087 | $2.35M | 0.1% | +40.1% | 0.024% | |
5/2/2024 | Lincoln National Corp | 17,583 | $2.74M | 0.0% | +1.5% | 0.028% | |
5/2/2024 | Valley Brook Capital Group Inc. | 1,925 | $300K | 0.2% | +5.8% | 0.003% | |
5/1/2024 | Janney Montgomery Scott LLC | 14,043 | $2.19M | 0.0% | +15.7% | 0.023% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 43,820 | $6.83M | 0.0% | +65.2% | 0.071% | |
5/1/2024 | Mission Wealth Management LP | 4,032 | $628K | 0.0% | +33.0% | 0.006% | |
5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 10,753 | $1.68M | 0.1% | -6.2% | 0.017% | |
5/1/2024 | Sequoia Financial Advisors LLC | 3,153 | $491K | 0.0% | -6.0% | 0.005% | |
4/30/2024 | Private Advisor Group LLC | 13,773 | $2.15M | 0.0% | +13.1% | 0.022% | |
4/30/2024 | J.W. Cole Advisors Inc. | 31,303 | $4.88M | 0.2% | -15.3% | 0.050% | |
4/30/2024 | Hartline Investment Corp | 30,193 | $4.71M | 0.8% | N/A | 0.049% | |
4/30/2024 | HB Wealth Management LLC | 2,913 | $454K | 0.0% | +30.2% | 0.005% | |
4/29/2024 | Commonwealth Equity Services LLC | 823,425 | $128.32M | 0.2% | +1.8% | 1.327% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 12,530 | $1.95M | 0.0% | +16.8% | 0.020% | |
4/29/2024 | RWA Wealth Partners LLC | 63,426 | $9.88M | 0.1% | -1.9% | 0.102% | |
4/26/2024 | YHB Investment Advisors Inc. | 422 | $66K | 0.0% | N/A | 0.001% | |
4/26/2024 | Bogart Wealth LLC | 2,807 | $437K | 0.0% | -5.0% | 0.005% | |
4/25/2024 | Armor Investment Advisors LLC | 62,432 | $9.73M | 4.7% | -3.3% | 0.101% | |
4/25/2024 | Summit Financial LLC | 1,301 | $203K | 0.0% | N/A | 0.002% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 186,030 | $28.99M | 0.1% | -5.2% | 0.300% | |
4/24/2024 | Spire Wealth Management | 9,144 | $1.43M | 0.1% | +2.1% | 0.015% | |
4/24/2024 | Midwest Heritage Bank FSB | 2,558 | $399K | 0.2% | -12.5% | 0.004% | |
4/24/2024 | Essex Financial Services Inc. | 4,325 | $674K | 0.1% | +13.3% | 0.007% | |
4/23/2024 | Rational Advisors LLC | 4,712 | $734K | 0.1% | N/A | 0.008% | |
4/23/2024 | Strategic Blueprint LLC | 9,941 | $1.55M | 0.1% | +1.9% | 0.016% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 32,217 | $5.02M | 0.0% | +2.4% | 0.052% | |
4/19/2024 | American National Bank & Trust Co. VA | 3,218 | $501K | 0.1% | N/A | 0.005% | |
4/19/2024 | Wealthstar Advisors LLC | 12,251 | $1.93M | 0.7% | +12.6% | 0.020% | |
4/19/2024 | Yoder Wealth Management Inc. | 28,445 | $4.43M | 2.9% | +3.2% | 0.046% | |
4/18/2024 | SeaCrest Wealth Management LLC | 4,243 | $661K | 0.1% | +42.3% | 0.007% | |
4/18/2024 | CAP Partners LLC | 8,147 | $1.27M | 1.1% | +5.1% | 0.013% | |
4/18/2024 | Buffington Mohr McNeal | 9,843 | $1.53M | 0.3% | -7.6% | 0.016% | |
4/18/2024 | Exchange Capital Management Inc. | 44,366 | $6.91M | 1.1% | -1.8% | 0.072% | |
4/18/2024 | Claro Advisors LLC | 9,223 | $1.44M | 0.2% | N/A | 0.015% | |
4/18/2024 | Diversified Trust Co | 1,552 | $242K | 0.0% | N/A | 0.003% | |
4/18/2024 | RHS Financial LLC | 2,382 | $371K | 0.2% | -12.7% | 0.004% | |
4/17/2024 | Private Ocean LLC | 1,019 | $159K | 0.0% | -32.2% | 0.002% | |
4/17/2024 | Vicus Capital | 119,133 | $18.57M | 1.7% | +0.1% | 0.192% | |
4/16/2024 | Maltin Wealth Management Inc. | 15,338 | $2.39M | 1.3% | +0.7% | 0.025% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 17,382 | $2.71M | 0.0% | +1.7% | 0.028% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 2,459 | $383K | 0.0% | -8.9% | 0.004% | |
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4/15/2024 | Brookstone Capital Management | 29,361 | $4.58M | 0.1% | +3.1% | 0.053% | |
4/15/2024 | Sunbelt Securities Inc. | 13,536 | $2.11M | 0.2% | +3.8% | 0.024% | |
4/15/2024 | Atlas Capital Advisors LLC | 55,885 | $8.71M | 1.4% | +11.3% | 0.100% | |
4/15/2024 | Sound Income Strategies LLC | 338 | $53K | 0.0% | +263.4% | 0.001% | |
4/12/2024 | Capital Planning LLC | 13,681 | $2.13M | 0.7% | +10.7% | 0.025% | |
4/12/2024 | Global Assets Advisory LLC | 29,469 | $4.59M | 0.0% | N/A | 0.053% | |
4/12/2024 | Traynor Capital Management Inc. | 44,454 | $6.93M | 0.6% | +6.1% | 0.080% | |
4/11/2024 | Cooper Financial Group | 11,438 | $1.78M | 0.3% | -11.0% | 0.021% | |
4/11/2024 | Selective Wealth Management Inc. | 4,018 | $614K | 0.3% | N/A | 0.007% | |
4/11/2024 | CHURCHILL MANAGEMENT Corp | 1,262,154 | $196.69M | 2.5% | N/A | 2.264% | |