5/8/2024 | Avantax Advisory Services Inc. | 75,769 | $3.02M | 0.0% | +31.4% | 0.040% | |
5/8/2024 | Trademark Financial Management LLC | 21,597 | $860K | 0.7% | +1.6% | 0.011% | |
5/7/2024 | Pecaut & CO. | 177,987 | $7.09M | 2.6% | -4.4% | 0.093% | |
5/7/2024 | Montag A & Associates Inc. | 127,715 | $5.08M | 0.3% | -1.1% | 0.067% | |
5/7/2024 | BCGM Wealth Management LLC | 15,854 | $631K | 0.2% | N/A | 0.008% | |
5/7/2024 | NTV Asset Management LLC | 130,060 | $5.18M | 0.8% | +3.2% | 0.068% | |
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5/7/2024 | Highland Capital Management LLC | 13,000 | $518K | 0.0% | N/A | 0.007% | |
5/7/2024 | Nvwm LLC | 44,433 | $1.77M | 0.5% | -1.9% | 0.023% | |
5/7/2024 | Oppenheimer & Co. Inc. | 108,261 | $4.31M | 0.1% | +27.3% | 0.057% | |
5/7/2024 | PFG Advisors | 51,005 | $2.03M | 0.1% | +9.6% | 0.027% | |
5/7/2024 | Wealthspire Advisors LLC | 22,642 | $901K | 0.0% | +4.8% | 0.012% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 9,399 | $374K | 0.0% | N/A | 0.005% | |
5/4/2024 | Geneos Wealth Management Inc. | 17,203 | $685K | 0.0% | -1.5% | 0.009% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 445,815 | $17.75M | 5.2% | +0.1% | 0.233% | |
5/4/2024 | Csenge Advisory Group | 28,896 | $1.15M | 0.1% | -9.3% | 0.015% | |
5/3/2024 | Embree Financial Group | 5,240 | $209K | 0.0% | N/A | 0.003% | |
5/3/2024 | Avidian Wealth Solutions LLC | 14,945 | $595K | 0.0% | +23.6% | 0.008% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,545 | $261K | 0.0% | -11.4% | 0.003% | |
5/2/2024 | Diversified LLC | 13,435 | $535K | 0.1% | -2.1% | 0.007% | |
5/2/2024 | RiverFront Investment Group LLC | 5,459 | $217K | 0.0% | -40.8% | 0.003% | |
5/2/2024 | Financial Counselors Inc. | 6,771 | $270K | 0.0% | N/A | 0.004% | |
5/2/2024 | Consolidated Planning Corp | 70,403 | $2.80M | 0.5% | +14.8% | 0.037% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 36,264 | $1.44M | 0.1% | +465.1% | 0.019% | |
5/2/2024 | Choreo LLC | 11,095 | $442K | 0.0% | -58.2% | 0.006% | |
5/2/2024 | REDW Wealth LLC | 64,623 | $2.57M | 0.7% | -34.9% | 0.034% | |
5/1/2024 | Janney Montgomery Scott LLC | 81,804 | $3.26M | 0.0% | -26.4% | 0.043% | |
5/1/2024 | BNP Paribas Financial Markets | 7,031 | $280K | 0.0% | -45.7% | 0.004% | |
5/1/2024 | Meitav Investment House Ltd. | 2,454,227 | $97.72M | 1.9% | +16.6% | 1.281% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 430,183 | $17.13M | 0.0% | +216.3% | 0.225% | |
5/1/2024 | Sequoia Financial Advisors LLC | 19,326 | $769K | 0.0% | -3.8% | 0.010% | |
5/1/2024 | Diversify Advisory Services LLC | 25,802 | $1.02M | 0.1% | N/A | 0.013% | |
4/30/2024 | Private Advisor Group LLC | 294,996 | $11.74M | 0.1% | -16.0% | 0.154% | |
4/30/2024 | Consolidated Portfolio Review Corp | 9,579 | $381K | 0.1% | -18.2% | 0.005% | |
4/30/2024 | Van ECK Associates Corp | 67,571 | $2.69M | 0.0% | -29.2% | 0.035% | |
4/30/2024 | WealthBridge Capital Management LLC | 31,477 | $1.25M | 0.4% | +46.2% | 0.016% | |
4/30/2024 | Joel Isaacson & Co. LLC | 32,947 | $1.31M | 0.1% | +2.0% | 0.017% | |
4/30/2024 | Perigon Wealth Management LLC | 29,124 | $1.16M | 0.0% | +15.3% | 0.015% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 22,992 | $919K | 0.6% | +25.2% | 0.012% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,082,011 | $43.08M | 0.1% | +3.9% | 0.561% | |
4/29/2024 | Principal Financial Group Inc. | 2,590,000 | $103.11M | 0.1% | N/A | 1.342% | |
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4/29/2024 | Benjamin F. Edwards & Company Inc. | 18,314 | $729K | 0.0% | +74.5% | 0.009% | |
4/29/2024 | Castle Wealth Management LLC | 16,018 | $638K | 0.3% | -17.4% | 0.008% | |
4/26/2024 | Pinnacle Associates Ltd. | 7,670 | $305K | 0.0% | +7.0% | 0.004% | |
4/26/2024 | UMB Bank n.a. | 1,577 | $63K | 0.0% | N/A | 0.001% | |
4/26/2024 | SFG Wealth Management LLC. | 6,880 | $274K | 0.2% | N/A | 0.004% | |
4/26/2024 | Clear Creek Financial Management LLC | 34,087 | $1.36M | 0.2% | +62.8% | 0.018% | |
4/26/2024 | MONECO Advisors LLC | 36,538 | $1.46M | 0.2% | N/A | 0.019% | |
4/26/2024 | Verdence Capital Advisors LLC | 6,509 | $259K | 0.0% | -7.2% | 0.003% | |
4/25/2024 | Strategy Asset Managers LLC | 20,434 | $813K | 0.2% | +4.1% | 0.011% | |
4/25/2024 | Whalen Wealth Management Inc. | 8,957 | $357K | 0.3% | +18.4% | 0.005% | |
4/25/2024 | MFA Wealth Advisors LLC | 337,809 | $13.45M | 3.5% | -2.3% | 0.175% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 259,080 | $10.31M | 0.0% | +12.2% | 0.134% | |
4/24/2024 | Private Trust Co. NA | 18,363 | $731K | 0.1% | +39.7% | 0.010% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 59,096 | $2.35M | 1.7% | +1.3% | 0.031% | |
4/24/2024 | U S Global Investors Inc. | 7,600 | $303K | 0.0% | +660.0% | 0.004% | |
4/24/2024 | Simplicity Wealth LLC | 17,619 | $701K | 0.0% | +156.9% | 0.009% | |
4/24/2024 | Spire Wealth Management | 10,183 | $405K | 0.0% | -12.3% | 0.005% | |
4/24/2024 | Financial Freedom LLC | 35,414 | $1.41M | 0.8% | +6.3% | 0.018% | |
4/24/2024 | Essex Financial Services Inc. | 33,571 | $1.34M | 0.1% | +29.4% | 0.017% | |
4/23/2024 | Global Retirement Partners LLC | 7,918 | $315K | 0.0% | -12.9% | 0.004% | |
4/23/2024 | Swisher Financial Concepts Inc. | 12,073 | $468K | 0.4% | -7.6% | 0.006% | |
4/23/2024 | Venturi Wealth Management LLC | 2,094 | $83K | 0.0% | +20.3% | 0.001% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 51,340 | $2.04M | 0.2% | +10.4% | 0.027% | |
4/23/2024 | Warner Financial Inc. | 7,641 | $304K | 0.2% | N/A | 0.004% | |
4/23/2024 | Clarus Group Inc. | 193,857 | $7.72M | 5.4% | -2.5% | 0.100% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,252,698 | $49.87M | 0.1% | +1.4% | 0.649% | |
4/22/2024 | Vishria Bird Financial Group LLC | 314,632 | $12.53M | 5.4% | -0.4% | 0.163% | |
4/22/2024 | PFG Investments LLC | 14,711 | $586K | 0.0% | N/A | 0.008% | |
4/22/2024 | Raymond James & Associates | 521,070 | $20.74M | 0.0% | +4.8% | 0.270% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 43,969 | $1.75M | 1.4% | +0.7% | 0.023% | |
4/22/2024 | Strategic Advisors LLC | 45,432 | $1.81M | 0.4% | -8.4% | 0.024% | |
4/20/2024 | KWB Wealth | 51,368 | $2.05M | 0.3% | -0.9% | 0.027% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 13,828 | $550K | 0.0% | N/A | 0.007% | |
4/19/2024 | GenTrust LLC | 1,376,700 | $54.81M | 3.4% | +11.2% | 0.713% | |
4/19/2024 | Accel Wealth Management | 17,407 | $693K | 0.3% | -5.0% | 0.009% | |
4/19/2024 | Advisor Resource Council | 28,094 | $1.12M | 0.5% | -81.3% | 0.015% | |
4/19/2024 | Financial Sense Advisors Inc. | 7,373 | $294K | 0.1% | N/A | 0.004% | |
4/19/2024 | Arvest Investments Inc. | 46,189 | $1.84M | 0.3% | -7.6% | 0.024% | |
4/19/2024 | Evolution Wealth Advisors LLC | 781,156 | $31.10M | 6.0% | +0.2% | 0.405% | |
4/18/2024 | Sharkey Howes & Javer | 243,968 | $9.71M | 1.6% | -7.2% | 0.126% | |
4/18/2024 | Capital Advisors Ltd. LLC | 34,108 | $1.36M | 0.2% | +25.6% | 0.018% | |
4/18/2024 | Synergy Asset Management LLC | 91,856 | $3.66M | 0.6% | N/A | 0.048% | |
4/18/2024 | Congress Wealth Management LLC DE | 2,408,055 | $95.87M | 1.7% | -18.5% | 1.248% | |
4/18/2024 | O ROURKE & COMPANY Inc | 30,850 | $1.23M | 0.7% | +13.4% | 0.016% | |
4/18/2024 | MGO Private Wealth LLC | 96,141 | $3.83M | 2.4% | +9.7% | 0.050% | |
4/18/2024 | Fifth Third Securities Inc. | 54,801 | $2.18M | 0.2% | -25.8% | 0.028% | |
4/18/2024 | SteelPeak Wealth LLC | 26,960 | $1.07M | 0.1% | N/A | 0.014% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 31,205 | $1.24M | 0.4% | -1.1% | 0.016% | |
4/17/2024 | Richardson Capital Management LLC | 977 | $39K | 0.0% | +422.5% | 0.001% | |
4/16/2024 | Asio Capital LLC | 53,106 | $2.11M | 0.4% | N/A | 0.028% | |
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4/16/2024 | Register Financial Advisors LLC | 1,841 | $73K | 0.0% | +82.6% | 0.001% | |
4/16/2024 | Capital Asset Advisory Services LLC | 9,308 | $370K | 0.0% | -6.6% | 0.005% | |
4/16/2024 | Powell Investment Advisors LLC | 41,010 | $1.63M | 0.9% | -28.6% | 0.021% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 46,387 | $1.85M | 0.0% | +6.7% | 0.024% | |
4/15/2024 | Investment Partners Asset Management Inc. | 12,476 | $497K | 0.4% | -3.9% | 0.006% | |
4/15/2024 | Sandbox Financial Partners LLC | 6,051 | $241K | 0.1% | N/A | 0.003% | |
4/15/2024 | WealthCare Investment Partners LLC | 24,703 | $983K | 0.5% | -14.4% | 0.013% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 25,433 | $1.01M | 0.0% | +40.6% | 0.013% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 21,296 | $848K | 0.5% | +12.6% | 0.011% | |
4/15/2024 | Brookstone Capital Management | 25,289 | $1.01M | 0.0% | -1.8% | 0.013% | |