5/11/2024 | Spreng Capital Management Inc. | 22,222 | $1.25M | 0.7% | -8.2% | 0.012% | |
5/11/2024 | Beaumont Financial Advisors LLC | 48,894 | $2.75M | 0.2% | -0.8% | 0.026% | |
5/10/2024 | Osaic Holdings Inc. | 3,155,068 | $176.90M | 0.4% | -12.9% | 1.667% | |
5/9/2024 | ProVise Management Group LLC | 7,279 | $409K | 0.0% | +7.7% | 0.004% | |
5/9/2024 | Orion Portfolio Solutions LLC | 61,174 | $3.44M | 0.0% | -3.4% | 0.032% | |
5/9/2024 | Blair William & Co. IL | 351,981 | $19.77M | 0.1% | +9.3% | 0.186% | |
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5/9/2024 | Kingsview Wealth Management LLC | 71,715 | $4.03M | 0.1% | +0.6% | 0.038% | |
5/9/2024 | Delta Investment Management LLC | 8,921 | $501K | 0.1% | N/A | 0.005% | |
5/9/2024 | TBH Global Asset Management LLC | 172,252 | $9.68M | 1.9% | -8.5% | 0.091% | |
5/9/2024 | Koshinski Asset Management Inc. | 500,465 | $28.11M | 2.9% | +1,707.8% | 0.264% | |
5/8/2024 | Cozad Asset Management Inc. | 73,661 | $4.14M | 0.4% | +5.0% | 0.039% | |
5/8/2024 | Bleakley Financial Group LLC | 5,418 | $304K | 0.0% | -18.5% | 0.003% | |
5/8/2024 | Avantax Advisory Services Inc. | 476,820 | $26.78M | 0.2% | +93.0% | 0.252% | |
5/8/2024 | US Bancorp DE | 313,035 | $17.59M | 0.0% | +2.5% | 0.165% | |
5/8/2024 | Russell Investments Group Ltd. | 604 | $34K | 0.0% | N/A | 0.000% | |
5/8/2024 | Tranquility Partners LLC | 14,752 | $829K | 0.3% | +3.6% | 0.008% | |
5/8/2024 | Thoroughbred Financial Services LLC | 91,428 | $5.14M | 0.5% | -20.4% | 0.048% | |
5/7/2024 | Capital Square LLC | 5,287 | $297K | 0.2% | N/A | 0.003% | |
5/7/2024 | Quantum Private Wealth LLC | 3,807 | $214K | 0.1% | -17.0% | 0.002% | |
5/7/2024 | Concurrent Investment Advisors LLC | 203,205 | $11.41M | 0.5% | +18.5% | 0.107% | |
5/7/2024 | Atomi Financial Group Inc. | 11,108 | $624K | 0.1% | N/A | 0.006% | |
5/7/2024 | Oppenheimer & Co. Inc. | 107,542 | $6.04M | 0.1% | -3.0% | 0.057% | |
5/7/2024 | PFG Advisors | 185,857 | $10.44M | 0.8% | -2.3% | 0.098% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 218,413 | $12.27M | 0.0% | +14.1% | 0.115% | |
5/6/2024 | VitalStone Financial LLC | 6,331 | $356K | 0.3% | +49.6% | 0.003% | |
5/6/2024 | Advisory Alpha LLC | 182,539 | $10.25M | 0.4% | -10.5% | 0.096% | |
5/4/2024 | Geneos Wealth Management Inc. | 96,403 | $5.42M | 0.2% | +8.8% | 0.051% | |
5/4/2024 | Csenge Advisory Group | 1,021,905 | $57.40M | 3.2% | +4.0% | 0.541% | |
5/3/2024 | Avidian Wealth Solutions LLC | 17,594 | $988K | 0.0% | -84.9% | 0.009% | |
5/3/2024 | TFB Advisors LLC | 28,693 | $1.53M | 0.6% | +1.2% | 0.015% | |
5/3/2024 | WealthTrust Asset Management LLC | 6,293 | $353K | 0.3% | +16.0% | 0.003% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 52,024 | $2.92M | 0.3% | +87.3% | 0.028% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 15,053 | $846K | 0.4% | -2.9% | 0.008% | |
5/3/2024 | Integrity Financial Corp WA | 67,553 | $3.79M | 2.6% | N/A | 0.036% | |
5/2/2024 | Mutual Advisors LLC | 43,994 | $2.47M | 0.1% | -15.5% | 0.023% | |
5/2/2024 | FinTrust Capital Advisors LLC | 4,856 | $273K | 0.1% | +9.0% | 0.003% | |
5/2/2024 | Lincoln National Corp | 56,551 | $3.18M | 0.0% | -2.6% | 0.030% | |
5/2/2024 | Moloney Securities Asset Management LLC | 15,923 | $894K | 0.1% | -3.8% | 0.008% | |
5/1/2024 | StoneX Group Inc. | 140,742 | $7.91M | 0.9% | -5.4% | 0.075% | |
5/1/2024 | Janney Montgomery Scott LLC | 596,817 | $33.52M | 0.1% | -1.6% | 0.316% | |
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5/1/2024 | BNP Paribas Financial Markets | 496 | $28K | 0.0% | +24,700.0% | 0.000% | |
5/1/2024 | Alta Wealth Advisors LLC | 7,811 | $439K | 0.2% | -17.9% | 0.004% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 95,090 | $5.34M | 0.0% | -0.3% | 0.050% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 34,741 | $1.95M | 0.1% | -3.4% | 0.018% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 87,181 | $4.90M | 2.7% | -1.3% | 0.046% | |
5/1/2024 | Stegent Equity Advisors Inc. | 13,559 | $762K | 0.8% | -14.7% | 0.007% | |
5/1/2024 | Flynn Zito Capital Management LLC | 18,913 | $1.06M | 0.5% | +79.3% | 0.010% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 58,461 | $3.28M | 0.8% | -2.6% | 0.031% | |
4/30/2024 | Private Advisor Group LLC | 1,551,985 | $87.18M | 0.6% | +9.9% | 0.822% | |
4/30/2024 | Consolidated Portfolio Review Corp | 109,427 | $6.15M | 1.6% | -4.1% | 0.058% | |
4/30/2024 | J.W. Cole Advisors Inc. | 67,669 | $3.80M | 0.2% | +12.0% | 0.036% | |
4/30/2024 | Curtis Advisory Group LLC | 19,583 | $1.10M | 0.4% | +1.0% | 0.010% | |
4/30/2024 | Hartline Investment Corp | 26,205 | $1.47M | 0.3% | N/A | 0.014% | |
4/30/2024 | Saxony Capital Management LLC | 4,113 | $231K | 0.3% | N/A | 0.002% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 75,622 | $4.25M | 2.7% | +4.2% | 0.040% | |
4/30/2024 | Woodward Diversified Capital LLC | 22,827 | $1.28M | 0.8% | +1.5% | 0.012% | |
4/30/2024 | WealthBridge Capital Management LLC | 7,136 | $401K | 0.1% | +79.2% | 0.004% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 68,750 | $3.86M | 0.1% | +16.2% | 0.036% | |
4/30/2024 | Arkadios Wealth Advisors | 71,084 | $3.99M | 0.3% | -3.0% | 0.038% | |
4/30/2024 | Mayflower Financial Advisors LLC | 17,963 | $1.01M | 0.1% | -10.0% | 0.010% | |
4/30/2024 | SkyOak Wealth LLC | 3,783 | $212K | 0.1% | N/A | 0.002% | |
4/29/2024 | Commonwealth Equity Services LLC | 4,424,371 | $248.52M | 0.4% | +10.9% | 2.342% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 344,306 | $19.34M | 0.4% | +9.5% | 0.182% | |
4/29/2024 | Horizon Advisory Services Inc. | 481,560 | $27.05M | 12.6% | N/A | 0.255% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 16,228 | $880K | 0.2% | -3.7% | 0.009% | |
4/26/2024 | Pinnacle Associates Ltd. | 179,643 | $10.09M | 0.2% | +2.4% | 0.095% | |
4/26/2024 | Trueblood Wealth Management LLC | 5,850 | $329K | 0.2% | -25.9% | 0.003% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 124,007 | $6.65M | 5.2% | -3.8% | 0.066% | |
4/26/2024 | Bellevue Asset Management LLC | 128,546 | $7.22M | 4.1% | +4.3% | 0.068% | |
4/26/2024 | SFG Wealth Management LLC. | 8,477 | $476K | 0.3% | +7.7% | 0.005% | |
4/26/2024 | Clear Creek Financial Management LLC | 13,350 | $750K | 0.1% | +7.5% | 0.007% | |
4/26/2024 | LifePro Asset Management | 6,005 | $337K | 0.2% | -38.9% | 0.003% | |
4/26/2024 | AJ Advisors LLC | 152,372 | $8.56M | 4.7% | +5.1% | 0.081% | |
4/25/2024 | Fee Only Financial Planning L.C. | 5,135 | $288K | 0.2% | -10.9% | 0.003% | |
4/25/2024 | Triumph Capital Management | 96,409 | $5.38M | 2.2% | +4.0% | 0.051% | |
4/25/2024 | L.M. Kohn & Company | 58,346 | $3.28M | 0.9% | +49.5% | 0.031% | |
4/25/2024 | MTM Investment Management LLC | 36,769 | $2.07M | 0.9% | -2.2% | 0.020% | |
4/25/2024 | Eudaimonia Partners LLC | 50,790 | $2.85M | 0.7% | +211.4% | 0.027% | |
4/25/2024 | Eudaimonia Advisors LLC | 14,621 | $821K | 0.4% | -6.0% | 0.008% | |
4/25/2024 | Presidio Capital Management LLC | 76,386 | $4.29M | 3.1% | N/A | 0.041% | |
4/25/2024 | IAG Wealth Partners LLC | 1,800 | $101K | 0.0% | +12.5% | 0.001% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,876,091 | $105.38M | 0.4% | +10.2% | 0.999% | |
4/24/2024 | Private Trust Co. NA | 19,072 | $1.07M | 0.1% | -15.4% | 0.010% | |
4/24/2024 | Krilogy Financial LLC | 11,481 | $645K | 0.0% | N/A | 0.006% | |
4/24/2024 | CENTRAL TRUST Co | 650 | $37K | 0.0% | -62.9% | 0.000% | |
4/24/2024 | Pitti Group Wealth Management LLC | 25,390 | $1.39M | 1.5% | -2.0% | 0.014% | |
4/24/2024 | Simplicity Wealth LLC | 18,208 | $1.02M | 0.0% | N/A | 0.010% | |
4/24/2024 | NBT Bank N A NY | 15,549 | $873K | 0.1% | -7.0% | 0.008% | |
4/24/2024 | Spire Wealth Management | 29,682 | $1.67M | 0.1% | -63.1% | 0.016% | |
4/23/2024 | Global Retirement Partners LLC | 93,503 | $5.25M | 0.2% | +4.2% | 0.050% | |
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4/23/2024 | Twin Peaks Wealth Advisors LLC | 30,497 | $1.71M | 1.0% | -5.4% | 0.016% | |
4/23/2024 | Sweet Financial Partners LLC | 398,538 | $22.39M | 5.2% | -1.3% | 0.212% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 36,651 | $2.06M | 0.2% | -14.5% | 0.020% | |
4/23/2024 | Fifth Third Bancorp | 1,409 | $79K | 0.0% | N/A | 0.001% | |
4/23/2024 | TrueWealth Advisors LLC | 23,153 | $1.30M | 0.5% | +8.2% | 0.012% | |
4/23/2024 | Regatta Capital Group LLC | 146,105 | $8.21M | 1.8% | -30.6% | 0.078% | |
4/23/2024 | Strategic Blueprint LLC | 55,658 | $3.13M | 0.2% | +2.9% | 0.030% | |
4/23/2024 | Wealth Effects LLC | 34,815 | $1.96M | 0.7% | +0.9% | 0.019% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 5,788,639 | $325.15M | 0.5% | -0.3% | 3.082% | |
4/22/2024 | Confluence Wealth Services Inc. | 7,258 | $408K | 0.0% | N/A | 0.004% | |