5/8/2024 | Bleakley Financial Group LLC | 1,196 | $218K | 0.0% | N/A | 0.001% | |
5/8/2024 | Avantax Advisory Services Inc. | 176,467 | $32.24M | 0.3% | +24.2% | 0.136% | |
5/8/2024 | US Bancorp DE | 79,457 | $14.52M | 0.0% | +5.4% | 0.061% | |
5/8/2024 | Headlands Technologies LLC | 8,104 | $1.48M | 0.4% | N/A | 0.006% | |
5/8/2024 | Legacy Capital Group California Inc. | 8,502 | $1.55M | 0.6% | N/A | 0.007% | |
5/8/2024 | Thoroughbred Financial Services LLC | 66,630 | $12.17M | 1.2% | -7.9% | 0.051% | |
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5/7/2024 | Concurrent Investment Advisors LLC | 8,287 | $1.51M | 0.1% | +502.3% | 0.006% | |
5/7/2024 | Atomi Financial Group Inc. | 4,529 | $827K | 0.1% | -26.5% | 0.003% | |
5/7/2024 | Oppenheimer & Co. Inc. | 24,656 | $4.50M | 0.1% | -1.6% | 0.019% | |
5/7/2024 | PFG Advisors | 12,546 | $2.29M | 0.2% | -5.0% | 0.010% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 1,797 | $328K | 0.2% | +24.2% | 0.001% | |
5/6/2024 | Quantbot Technologies LP | 1,449 | $265K | 0.0% | N/A | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 39,365 | $7.19M | 0.0% | -49.0% | 0.030% | |
5/6/2024 | Leuthold Group LLC | 1,141 | $208K | 0.0% | N/A | 0.001% | |
5/6/2024 | Leith Wheeler Investment Counsel Ltd. | 162,507 | $29.69M | 2.9% | +9.5% | 0.125% | |
5/6/2024 | VitalStone Financial LLC | 3,221 | $588K | 0.4% | +394.8% | 0.002% | |
5/6/2024 | Advisory Services Network LLC | 23,129 | $4.23M | 0.1% | +42.6% | 0.018% | |
5/4/2024 | Geneos Wealth Management Inc. | 245 | $45K | 0.0% | -94.2% | 0.000% | |
5/4/2024 | Csenge Advisory Group | 2,516 | $460K | 0.0% | -48.8% | 0.002% | |
5/3/2024 | Embree Financial Group | 3,232 | $590K | 0.1% | +5.4% | 0.002% | |
5/3/2024 | RIA Advisory Group LLC | 1,571 | $287K | 0.1% | -93.1% | 0.001% | |
5/3/2024 | Larson Financial Group LLC | 480 | $88K | 0.0% | +147.4% | 0.000% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,893 | $346K | 0.0% | N/A | 0.001% | |
5/3/2024 | Rehmann Capital Advisory Group | 35,451 | $6.48M | 0.5% | +10.2% | 0.027% | |
5/2/2024 | Diversified LLC | 88,895 | $16.24M | 2.2% | -66.1% | 0.069% | |
5/2/2024 | Smart Money Group LLC | 3,929 | $686K | 0.3% | +44.1% | 0.003% | |
5/2/2024 | RiverFront Investment Group LLC | 19,426 | $3.55M | 0.1% | +21.4% | 0.015% | |
5/2/2024 | First Command Advisory Services Inc. | 4,958,139 | $906.01M | 9.5% | -1.1% | 3.823% | |
5/2/2024 | Shoker Investment Counsel Inc. | 6,215 | $1.14M | 0.4% | -63.2% | 0.005% | |
5/2/2024 | Hudock Inc. | 10,839 | $1.98M | 0.4% | -89.0% | 0.008% | |
5/2/2024 | Adapt Wealth Advisors LLC | 64,840 | $11.85M | 8.4% | N/A | 0.050% | |
5/2/2024 | Consolidated Planning Corp | 17,440 | $3.19M | 0.5% | +0.9% | 0.013% | |
5/2/2024 | Lincoln National Corp | 38,832 | $7.09M | 0.1% | +1.2% | 0.030% | |
5/2/2024 | Hunter Associates Investment Management LLC | 60,041 | $10.96M | 1.8% | +9.0% | 0.047% | |
5/2/2024 | Hollencrest Capital Management | 414,341 | $75.70M | 3.5% | +1,241.6% | 0.322% | |
5/1/2024 | StoneX Group Inc. | 33,940 | $6.20M | 0.7% | +15.5% | 0.026% | |
5/1/2024 | Janney Montgomery Scott LLC | 31,264 | $5.71M | 0.0% | +38.6% | 0.024% | |
5/1/2024 | Source Financial Advisors LLC | 1,185 | $217K | 0.1% | N/A | 0.001% | |
5/1/2024 | Meitav Investment House Ltd. | 1,264,323 | $231.04M | 4.5% | +1.4% | 0.983% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 815,403 | $148.97M | 0.3% | -7.9% | 0.634% | |
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5/1/2024 | Prosperity Consulting Group LLC | 94,146 | $17.20M | 2.2% | +142.2% | 0.073% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 2,385 | $436K | 0.2% | +18.1% | 0.002% | |
5/1/2024 | Sequoia Financial Advisors LLC | 1,119 | $204K | 0.0% | N/A | 0.001% | |
4/30/2024 | Private Advisor Group LLC | 554,178 | $101.24M | 0.7% | +31.1% | 0.431% | |
4/30/2024 | J.W. Cole Advisors Inc. | 7,197 | $1.32M | 0.1% | +120.6% | 0.006% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 3,100 | $566K | 0.1% | +10.5% | 0.002% | |
4/30/2024 | Astor Investment Management LLC | 46,064 | $8.42M | 3.3% | N/A | 0.036% | |
4/30/2024 | HB Wealth Management LLC | 4,586 | $838K | 0.0% | +7.5% | 0.004% | |
4/30/2024 | Concord Wealth Partners | 921 | $168K | 0.0% | +100.2% | 0.001% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 733,289 | $133.97M | 25.3% | -29.8% | 0.570% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 44,550 | $8.14M | 0.2% | N/A | 0.035% | |
4/30/2024 | Vance Wealth Inc. | 29,324 | $5.36M | 2.1% | +1.1% | 0.023% | |
4/30/2024 | Arkadios Wealth Advisors | 1,869 | $341K | 0.0% | +4.1% | 0.001% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 6,334 | $1.16M | 0.7% | -3.3% | 0.005% | |
4/30/2024 | Madison Wealth Partners Inc | 4,510 | $824K | 0.3% | +1.6% | 0.004% | |
4/29/2024 | Commonwealth Equity Services LLC | 482,079 | $88.07M | 0.1% | +39.5% | 0.375% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,171 | $214K | 0.0% | +77.4% | 0.001% | |
4/29/2024 | Cabana LLC | 15,788 | $2.88M | 12.3% | +23.5% | 0.012% | |
4/29/2024 | Aspire Wealth Management Corp | 5,013 | $916K | 0.6% | +49.1% | 0.004% | |
4/29/2024 | Castle Wealth Management LLC | 20,552 | $3.76M | 2.0% | -10.1% | 0.016% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 13,650 | $2.42M | 0.4% | +19.8% | 0.011% | |
4/29/2024 | Crescent Grove Advisors LLC | 10,429 | $1.91M | 0.2% | +609.0% | 0.008% | |
4/26/2024 | Sterling Investment Counsel LLC | 61,756 | $11.28M | 5.2% | +2.3% | 0.048% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 8,620 | $1.58M | 1.2% | -92.6% | 0.007% | |
4/26/2024 | SFG Wealth Management LLC. | 5,202 | $950K | 0.6% | +11.0% | 0.004% | |
4/26/2024 | Clear Creek Financial Management LLC | 12,173 | $2.22M | 0.3% | +55.4% | 0.009% | |
4/26/2024 | MONECO Advisors LLC | 1,451 | $265K | 0.0% | -9.8% | 0.001% | |
4/26/2024 | Bogart Wealth LLC | 14,864 | $2.72M | 0.1% | +4.8% | 0.012% | |
4/25/2024 | Q3 Asset Management | 260,000 | $47.50M | 13.5% | -3.7% | 0.202% | |
4/25/2024 | One Day In July LLC | 35,131 | $6.42M | 0.9% | +250.6% | 0.027% | |
4/25/2024 | Lodestar Private Asset Management LLC | 119,988 | $21.92M | 3.1% | +0.2% | 0.093% | |
4/25/2024 | Bank of New York Mellon Corp | 929,408 | $169.79M | 0.0% | +11.7% | 0.721% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 127,913 | $23.37M | 1.4% | +9.4% | 0.099% | |
4/25/2024 | Capital Investment Advisory Services LLC | 7,455 | $1.36M | 0.1% | -3.7% | 0.006% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 230,650 | $42.14M | 0.2% | +25.8% | 0.179% | |
4/25/2024 | Christopher J. Hasenberg Inc | 30,349 | $5.54M | 2.7% | +0.4% | 0.024% | |
4/24/2024 | Private Trust Co. NA | 4,702 | $859K | 0.1% | +12.8% | 0.004% | |
4/24/2024 | PSI Advisors LLC | 5,585 | $1.02M | 0.4% | -10.6% | 0.004% | |
4/24/2024 | Fulcrum Equity Management | 9,785 | $1.79M | 2.1% | -5.1% | 0.008% | |
4/24/2024 | Round Rock Advisors LLC | 13,213 | $2.41M | 0.6% | -5.6% | 0.010% | |
4/24/2024 | SOL Capital Management CO | 79,478 | $14.52M | 1.8% | +82.3% | 0.062% | |
4/24/2024 | Simplicity Wealth LLC | 3,995 | $730K | 0.0% | N/A | 0.003% | |
4/24/2024 | Essex Financial Services Inc. | 6,192 | $1.13M | 0.1% | +5.0% | 0.005% | |
4/24/2024 | Capasso Planning Partners LLC | 7,182 | $1.31M | 0.5% | +25.9% | 0.006% | |
4/24/2024 | Dechtman Wealth Management LLC | 113,768 | $20.78M | 4.8% | +34.7% | 0.088% | |
4/23/2024 | Global Retirement Partners LLC | 32,182 | $5.88M | 0.2% | +16.2% | 0.025% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 4,778 | $873K | 0.5% | -25.8% | 0.004% | |
4/23/2024 | Luken Investment Analytics LLC | 15,075 | $2.75M | 1.4% | +11.9% | 0.012% | |
4/23/2024 | Sage Mountain Advisors LLC | 840 | $153K | 0.0% | -22.5% | 0.001% | |
4/23/2024 | Rational Advisors LLC | 336,613 | $61.50M | 5.7% | N/A | 0.262% | |
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4/23/2024 | Sugarloaf Wealth Management LLC | 847 | $155K | 0.0% | +71.8% | 0.001% | |
4/23/2024 | TrueWealth Advisors LLC | 5,797 | $1.06M | 0.4% | +5.3% | 0.005% | |
4/23/2024 | Strategic Blueprint LLC | 10,083 | $1.84M | 0.1% | +24.2% | 0.008% | |
4/23/2024 | Gerber LLC | 13,230 | $2.42M | 2.0% | +86.3% | 0.010% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,334,544 | $243.81M | 0.4% | +5.9% | 1.041% | |
4/23/2024 | StoneCrest Wealth Management Inc. | 64,673 | $11.82M | 10.2% | +0.7% | 0.050% | |
4/22/2024 | Strategic Financial Concepts LLC | 37,735 | $6.89M | 1.7% | +99.2% | 0.029% | |
4/22/2024 | Rovin Capital UT ADV | 50,846 | $9.29M | 3.8% | -36.2% | 0.040% | |
4/22/2024 | American Financial Advisors LLC | 1,433 | $262K | 0.0% | +15.3% | 0.001% | |
4/22/2024 | PFG Investments LLC | 3,182 | $581K | 0.0% | N/A | 0.002% | |