5/9/2024 | Kingsview Wealth Management LLC | 12,916 | $1.48M | 0.0% | +8.7% | 0.140% | |
5/7/2024 | Atomi Financial Group Inc. | 4,235 | $485K | 0.0% | +4.6% | 0.047% | |
5/7/2024 | Oppenheimer & Co. Inc. | 11,169 | $1.28M | 0.0% | -15.9% | 0.124% | |
5/7/2024 | Meixler Investment Management Ltd. | 3,006 | $345K | 0.3% | -9.2% | 0.033% | |
5/1/2024 | Janney Montgomery Scott LLC | 7,230 | $829K | 0.0% | -23.8% | 0.080% | |
5/1/2024 | BNP Paribas Financial Markets | 1,165 | $134K | 0.0% | -38.2% | 0.013% | |
|
5/1/2024 | Stegent Equity Advisors Inc. | 12,690 | $1.45M | 1.5% | +0.9% | 0.141% | |
4/30/2024 | Private Advisor Group LLC | 96,678 | $11.08M | 0.1% | -1.2% | 1.074% | |
4/30/2024 | WealthBridge Capital Management LLC | 15,374 | $1.76M | 0.6% | +13.2% | 0.171% | |
4/29/2024 | Commonwealth Equity Services LLC | 75,249 | $8.62M | 0.0% | -42.3% | 0.836% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 17,972 | $2.06M | 0.0% | -0.8% | 0.200% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 7,999 | $917K | 0.1% | -2.4% | 0.089% | |
4/26/2024 | Clear Creek Financial Management LLC | 2,508 | $287K | 0.0% | N/A | 0.028% | |
4/25/2024 | Eudaimonia Partners LLC | 6,927 | $794K | 0.2% | +2.3% | 0.077% | |
4/25/2024 | Eudaimonia Advisors LLC | 12,349 | $1.42M | 0.8% | +52.5% | 0.138% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 78,535 | $9.00M | 0.0% | -5.6% | 0.882% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 2,662 | $305K | 0.0% | -26.6% | 0.030% | |
4/23/2024 | Stablepoint Partners LLC | 1,847 | $212K | 0.0% | N/A | 0.021% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 22,659 | $2.60M | 0.0% | -55.7% | 0.255% | |
4/22/2024 | Nilsine Partners LLC | 1,793 | $205K | 0.0% | N/A | 0.020% | |
4/22/2024 | PFG Investments LLC | 40,786 | $4.68M | 0.3% | +17.8% | 0.458% | |
4/22/2024 | Outlook Wealth Advisors LLC | 4,338 | $497K | 0.2% | +3.8% | 0.049% | |
4/22/2024 | Raymond James & Associates | 66,357 | $7.61M | 0.0% | +37.0% | 0.746% | |
4/22/2024 | Accordant Advisory Group Inc | 3,247 | $372K | 0.3% | N/A | 0.036% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 11,850 | $1.36M | 1.1% | +5.0% | 0.133% | |
4/19/2024 | Bourgeon Capital Management LLC | 5,296 | $607K | 0.1% | +13.7% | 0.060% | |
4/18/2024 | Shira Ridge Wealth Management | 2,977 | $341K | 0.2% | -12.8% | 0.034% | |
4/18/2024 | Silvia Mccoll Wealth Management LLC | 2,115 | $238K | 0.2% | N/A | 0.024% | |
4/18/2024 | Arlington Financial Advisors LLC | 212,170 | $24.32M | 5.3% | +207.4% | 2.411% | |
4/12/2024 | Ignite Planners LLC | 2,389 | $272K | 0.1% | -8.4% | 0.027% | |
4/10/2024 | Aprio Wealth Management LLC | 2,190 | $251K | 0.0% | +12.4% | 0.025% | |
4/10/2024 | Banque Cantonale Vaudoise | 520 | $60K | 0.0% | +62.5% | 0.006% | |
4/5/2024 | NBC Securities Inc. | 4,044 | $463K | 0.0% | -15.6% | 0.050% | |
3/22/2024 | PNC Financial Services Group Inc. | 910 | $95K | 0.0% | -21.6% | 0.011% | |
2/20/2024 | Voisard Asset Management Group Inc. | 6,010 | $629K | 0.4% | N/A | 0.075% | |
2/13/2024 | Oppenheimer & Co. Inc. | 13,285 | $1.39M | 0.0% | -16.6% | 0.165% | |
2/13/2024 | Steward Partners Investment Solutions LLC | 2,041 | $214K | 0.1% | N/A | 0.025% | |
2/13/2024 | Rathbones Group PLC | 14,449 | $1.51M | 0.0% | +4.7% | 0.179% | |
2/12/2024 | Focus Financial Network Inc. ADV | 3,516 | $368K | 0.0% | N/A | 0.044% | |
2/12/2024 | Stifel Financial Corp | 81,588 | $8.55M | 0.0% | -2.1% | 1.014% | |
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2/12/2024 | Steward Partners Investment Advisory LLC | 4,949 | $518K | 0.0% | +51.0% | 0.061% | |
2/12/2024 | Edmond DE Rothschild Holding S.A. | 525 | $55K | 0.0% | N/A | 0.007% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 3,626 | $380K | 0.0% | -17.8% | 0.045% | |
2/9/2024 | Advisory Services Network LLC | 4,956 | $519K | 0.0% | -62.3% | 0.062% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 83,220 | $8.71M | 0.0% | +28.1% | 1.034% | |
2/9/2024 | Assetmark Inc. | 9,888 | $1.04M | 0.0% | -99.1% | 0.123% | |
2/9/2024 | D.A. Davidson & CO. | 3,136 | $328K | 0.0% | -17.3% | 0.039% | |
2/9/2024 | Wells Fargo & Company MN | 191,676 | $20.07M | 0.0% | -0.1% | 2.381% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 3,176 | $333K | 0.0% | -17.7% | 0.039% | |
2/9/2024 | UBS Group AG | 225,374 | $23.60M | 0.0% | -6.0% | 2.800% | |
2/8/2024 | Brown Advisory Inc. | 3,433 | $359K | 0.0% | +6.6% | 0.043% | |
2/8/2024 | First Heartland Consultants Inc. | 37,770 | $3.96M | 0.5% | -5.8% | 0.469% | |
2/8/2024 | Kingsview Wealth Management LLC | 11,886 | $1.25M | 0.0% | +6.7% | 0.148% | |
2/8/2024 | Eudaimonia Partners LLC | 6,772 | $709K | 0.2% | -13.9% | 0.084% | |
2/8/2024 | Janney Montgomery Scott LLC | 9,492 | $994K | 0.0% | -5.7% | 0.118% | |
2/8/2024 | Advisor OS LLC | 1,995 | $209K | 0.0% | N/A | 0.025% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 8,193 | $858K | 0.1% | -18.1% | 0.102% | |
2/7/2024 | NBC Securities Inc. | 4,792 | $501K | 0.1% | -6.8% | 0.060% | |
2/7/2024 | Great Diamond Partners LLC | 2,055 | $215K | 0.1% | N/A | 0.026% | |
2/7/2024 | VisionPoint Advisory Group LLC | 516 | $54K | 0.0% | N/A | 0.006% | |
2/7/2024 | Principal Securities Inc. | 796 | $83K | 0.0% | N/A | 0.010% | |
2/6/2024 | Private Advisor Group LLC | 97,824 | $10.24M | 0.1% | -5.0% | 1.215% | |
2/6/2024 | Spire Wealth Management | 345 | $34K | 0.0% | -42.8% | 0.004% | |
2/6/2024 | National Bank of Canada FI | 62,526 | $6.46M | 0.0% | +1,533.4% | 0.777% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 18,113 | $1.90M | 0.0% | -1.4% | 0.225% | |
2/6/2024 | Concentrum Wealth Management | 7,085 | $742K | 0.0% | +17.5% | 0.088% | |
2/6/2024 | SRS Capital Advisors Inc. | 2,772 | $290K | 0.0% | +255.8% | 0.034% | |
2/6/2024 | Seaview Investment Managers LLC | 22,276 | $2.33M | 0.7% | -1.2% | 0.277% | |
2/6/2024 | Great Valley Advisor Group Inc. | 16,462 | $1.72M | 0.1% | -24.6% | 0.204% | |
2/5/2024 | Stonebridge Financial Planning Group LLC | 5,775 | $605K | 0.3% | -10.5% | 0.072% | |
2/5/2024 | Stegent Equity Advisors Inc. | 12,577 | $1.32M | 1.6% | -17.4% | 0.156% | |
2/5/2024 | Flaharty Asset Management LLC | 13,480 | $1.41M | 0.2% | -1.1% | 0.167% | |
2/5/2024 | Silver Oak Securities Incorporated | 2,894 | $303K | 0.0% | -7.9% | 0.036% | |
2/5/2024 | Principle Wealth Partners LLC | 2,543 | $266K | 0.0% | N/A | 0.032% | |
2/2/2024 | Meixler Investment Management Ltd. | 3,310 | $347K | 0.3% | +30.8% | 0.041% | |
2/1/2024 | Eudaimonia Advisors LLC | 8,098 | $848K | 0.5% | -11.5% | 0.101% | |
2/1/2024 | CWM LLC | 4,428 | $464K | 0.0% | -2.4% | 0.055% | |
1/31/2024 | Kraft Davis & Associates LLC | 2,053 | $207K | 0.1% | N/A | 0.026% | |
1/31/2024 | Western Wealth Management LLC | 1,994 | $209K | 0.0% | N/A | 0.025% | |
1/30/2024 | Capital Analysts LLC | 15,703 | $1.64M | 0.1% | +14.5% | 0.195% | |
1/30/2024 | Bourgeon Capital Management LLC | 4,657 | $488K | 0.1% | +14.3% | 0.058% | |
1/29/2024 | Outlook Wealth Advisors LLC | 4,178 | $437K | 0.2% | -6.6% | 0.052% | |
1/29/2024 | Meitav Investment House Ltd. | 31,395 | $3.29M | 0.0% | -23.2% | 0.390% | |
1/29/2024 | Wealthspan Partners LLC | 3,098 | $324K | 0.2% | -7.0% | 0.038% | |
1/29/2024 | Money Design Co. Ltd. | 46,259 | $4.84M | 0.3% | -17.2% | 0.575% | |
1/26/2024 | Cerity Partners LLC | 55,635 | $5.83M | 0.0% | -22.1% | 0.691% | |
1/26/2024 | Geneos Wealth Management Inc. | 500 | $52K | 0.0% | -44.4% | 0.006% | |
1/25/2024 | International Assets Investment Management LLC | 98,427 | $10.31M | 0.0% | N/A | 1.223% | |
1/25/2024 | Manchester Financial Inc. | 41,481 | $4.34M | 1.2% | -2.6% | 0.515% | |
1/24/2024 | Stratos Wealth Partners LTD. | 9,666 | $1.01M | 0.0% | -33.3% | 0.120% | |
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1/24/2024 | International Assets Investment Management LLC | 98,427 | $10.31M | 0.0% | N/A | 1.223% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 3,957 | $414K | 0.1% | +3.1% | 0.049% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 11,285 | $1.18M | 1.0% | -1.7% | 0.140% | |
1/22/2024 | Clarus Wealth Advisors | 3,529 | $351K | 0.2% | N/A | 0.044% | |
1/22/2024 | Bank Hapoalim BM | 6,600 | $691K | 0.1% | -32.1% | 0.082% | |
1/19/2024 | Synergy Asset Management LLC | 1,948 | $204K | 0.0% | N/A | 0.024% | |
1/18/2024 | Global Retirement Partners LLC | 585 | $58K | 0.0% | -62.8% | 0.007% | |
1/18/2024 | MJP Associates Inc. ADV | 1,995 | $209K | 0.1% | N/A | 0.025% | |
1/17/2024 | PFG Investments LLC | 34,611 | $3.62M | 0.7% | +386.5% | 0.441% | |
1/17/2024 | Aprio Wealth Management LLC | 1,949 | $204K | 0.0% | N/A | 0.025% | |