5/15/2024 | Kestra Advisory Services LLC | 788,205 | $20.32M | 0.1% | +5.7% | 0.846% | |
5/14/2024 | Capital Group Private Client Services Inc. | 2,869,401 | $73.97M | 0.8% | +4.0% | 3.079% | |
5/14/2024 | Axxcess Wealth Management LLC | 312,612 | $8.06M | 0.2% | -0.7% | 0.335% | |
5/14/2024 | OLD Mission Capital LLC | 362,360 | $9.34M | 0.2% | N/A | 0.389% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 9,000 | $232K | 0.0% | N/A | 0.010% | |
5/13/2024 | Ameritas Investment Partners Inc. | 42,655 | $1.10M | 0.0% | N/A | 0.046% | |
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5/13/2024 | Rockport Wealth LLC | 20,295 | $523K | 0.2% | N/A | 0.022% | |
5/10/2024 | Osaic Holdings Inc. | 1,307,052 | $33.69M | 0.1% | +13.5% | 1.402% | |
5/10/2024 | Tocqueville Asset Management L.P. | 25,883 | $667K | 0.0% | +128.3% | 0.028% | |
5/10/2024 | Wintrust Investments LLC | 391,335 | $10.09M | 0.9% | +32.5% | 0.420% | |
5/9/2024 | Souders Financial Advisors | 458,551 | $11.82M | 1.9% | +3.6% | 0.492% | |
5/9/2024 | Koshinski Asset Management Inc. | 482,083 | $12.43M | 1.3% | +3,614.0% | 0.517% | |
5/8/2024 | Bleakley Financial Group LLC | 569,941 | $14.69M | 0.4% | +3.1% | 0.612% | |
5/8/2024 | Avantax Advisory Services Inc. | 103,944 | $2.68M | 0.0% | +70.8% | 0.112% | |
5/8/2024 | US Bancorp DE | 33,021 | $851K | 0.0% | N/A | 0.035% | |
5/7/2024 | Stonebrook Private Inc. | 20,242 | $522K | 0.2% | +8.5% | 0.022% | |
5/7/2024 | Oppenheimer & Co. Inc. | 69,616 | $1.80M | 0.0% | +15.4% | 0.075% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 1,526 | $39K | 0.0% | +566.4% | 0.002% | |
5/2/2024 | Consolidated Planning Corp | 1,156,932 | $29.83M | 5.1% | +2.8% | 1.264% | |
5/2/2024 | Lincoln National Corp | 324,341 | $8.36M | 0.1% | +14.4% | 0.354% | |
5/2/2024 | Moloney Securities Asset Management LLC | 11,110 | $286K | 0.0% | N/A | 0.012% | |
5/1/2024 | Janney Montgomery Scott LLC | 923,154 | $23.80M | 0.1% | +2.6% | 1.009% | |
5/1/2024 | CWS Financial Advisors LLC | 14,985 | $386K | 0.2% | +18.7% | 0.016% | |
5/1/2024 | TKG Advisors LLC | 222,913 | $5.75M | 3.2% | +24.9% | 0.244% | |
5/1/2024 | Worth Financial Advisory Group LLC | 126,646 | $3.27M | 2.3% | +5.1% | 0.138% | |
4/30/2024 | Private Advisor Group LLC | 635,080 | $16.37M | 0.1% | +5.3% | 0.694% | |
4/30/2024 | Lodestone Wealth Management LLC | 98,254 | $2.53M | 1.3% | +4.7% | 0.107% | |
4/30/2024 | Delta Financial Group Inc. | 145,340 | $3.75M | 1.1% | +25.1% | 0.159% | |
4/29/2024 | Commonwealth Equity Services LLC | 2,063,092 | $53.19M | 0.1% | +8.0% | 2.255% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 41,608 | $1.07M | 0.0% | -5.7% | 0.045% | |
4/26/2024 | Sterling Investment Counsel LLC | 617,386 | $15.92M | 7.4% | +2.6% | 0.675% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 17,273 | $445K | 0.2% | +32.0% | 0.019% | |
4/25/2024 | Lodestar Private Asset Management LLC | 14,563 | $375K | 0.1% | +19.3% | 0.016% | |
4/25/2024 | Olistico Wealth LLC | 55,057 | $1.42M | 1.0% | +7.7% | 0.060% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 687,794 | $17.73M | 0.1% | +3.6% | 0.752% | |
4/24/2024 | CENTRAL TRUST Co | 48,072 | $1.24M | 0.0% | -6.4% | 0.053% | |
4/24/2024 | Round Rock Advisors LLC | 35,434 | $913K | 0.2% | -11.3% | 0.039% | |
4/24/2024 | SOL Capital Management CO | 906,671 | $23.37M | 2.9% | +3.2% | 0.991% | |
4/24/2024 | Simplicity Wealth LLC | 569,511 | $14.68M | 0.3% | N/A | 0.622% | |
4/24/2024 | Spire Wealth Management | 33,193 | $856K | 0.0% | +25.0% | 0.036% | |
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4/23/2024 | Cornell Pochily Investment Advisors Inc. | 43,188 | $1.11M | 0.4% | +2.9% | 0.047% | |
4/23/2024 | Swisher Financial Concepts Inc. | 14,489 | $371K | 0.3% | +29.9% | 0.016% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 20,548 | $530K | 0.0% | +20.2% | 0.022% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 2,430,569 | $62.66M | 0.1% | +7.1% | 2.656% | |
4/22/2024 | Confluence Wealth Services Inc. | 1,016,304 | $26.20M | 2.3% | +17.5% | 1.111% | |
4/22/2024 | Financial Management Network Inc. | 401,601 | $10.25M | 2.6% | +1.7% | 0.439% | |
4/22/2024 | Raymond James & Associates | 1,651,533 | $42.58M | 0.0% | +8.8% | 1.805% | |
4/22/2024 | Echo Wealth Management LLC | 10,185 | $263K | 0.2% | N/A | 0.011% | |
4/18/2024 | Woodmont Investment Counsel LLC | 15,752 | $406K | 0.0% | +84.6% | 0.017% | |
4/18/2024 | Main Line Retirement Advisors LLC | 484,659 | $12.50M | 9.8% | +5.7% | 0.530% | |
4/18/2024 | Bridgewealth Advisory Group LLC | 168,628 | $4.35M | 2.1% | +404.0% | 0.184% | |
4/17/2024 | Brown Miller Wealth Management LLC | 143,137 | $3.69M | 1.6% | +4.2% | 0.223% | |
4/16/2024 | DeDora Capital Inc. | 557,412 | $14.37M | 4.6% | +9.1% | 0.609% | |
4/16/2024 | 180 Wealth Advisors LLC | 24,530 | $632K | 0.1% | +37.7% | 0.038% | |
4/16/2024 | Lincoln Capital LLC | 31,665 | $816K | 0.2% | +3.8% | 0.049% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 267,687 | $6.90M | 0.0% | +1.7% | 0.417% | |
4/16/2024 | Procyon Advisors LLC | 160,601 | $4.14M | 0.3% | -71.6% | 0.250% | |
4/15/2024 | Signet Financial Management LLC | 128,446 | $3.31M | 0.5% | N/A | 0.200% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 161,559 | $4.17M | 0.1% | +352.4% | 0.252% | |
4/15/2024 | G&S Capital LLC | 164,132 | $4.23M | 1.9% | +12.8% | 0.256% | |
4/15/2024 | Eagle Rock Investment Company LLC | 17,623 | $454K | 0.1% | +5.4% | 0.027% | |
4/13/2024 | Inspirion Wealth Advisors LLC | 817,262 | $21.07M | 3.5% | +5.2% | 1.273% | |
4/12/2024 | Capital Planning LLC | 70,014 | $1.81M | 0.6% | -3.1% | 0.109% | |
4/12/2024 | AdvisorNet Financial Inc | 337,024 | $8.69M | 0.8% | -39.1% | 0.525% | |
4/11/2024 | Opal Wealth Advisors LLC | 13,302 | $343K | 0.1% | -25.6% | 0.021% | |
4/11/2024 | International Assets Investment Management LLC | 18,130 | $466K | 0.0% | +9.7% | 0.028% | |
4/11/2024 | &PARTNERS | 273,073 | $7.02M | 1.0% | +11.3% | 0.425% | |
4/10/2024 | Triangle Securities Wealth Management | 14,074 | $363K | 0.1% | +12.8% | 0.022% | |
4/10/2024 | Lantz Financial LLC | 295,785 | $7.63M | 2.5% | +10.2% | 0.461% | |
4/9/2024 | Mather Group LLC. | 2,760 | $66K | 0.0% | N/A | 0.004% | |
4/5/2024 | NBC Securities Inc. | 71,375 | $1.84M | 0.2% | +130.6% | 0.111% | |
4/4/2024 | Advance Capital Management Inc. | 23,554 | $607K | 0.0% | -19.6% | 0.037% | |
4/2/2024 | ST Germain D J Co. Inc. | 4,299 | $111K | 0.0% | +19.7% | 0.007% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,767 | $42K | 0.0% | N/A | 0.003% | |
2/23/2024 | TKG Advisors LLC | 178,418 | $4.26M | 2.5% | +0.7% | 0.278% | |
2/16/2024 | Burford Brothers Inc. | 48,362 | $1.15M | 0.8% | N/A | 0.075% | |
2/13/2024 | Vawter Financial Ltd. | 252,358 | $6.02M | 4.7% | +57.3% | 0.393% | |
2/13/2024 | Cetera Advisor Networks LLC | 661,601 | $15.79M | 0.1% | +17.5% | 1.031% | |
2/13/2024 | Oppenheimer & Co. Inc. | 60,324 | $1.44M | 0.0% | +10.9% | 0.094% | |
2/13/2024 | Belpointe Asset Management LLC | 15,060 | $359K | 0.0% | -18.2% | 0.023% | |
2/13/2024 | Jones Financial Companies Lllp | 10,045 | $240K | 0.0% | N/A | 0.016% | |
2/12/2024 | Olistico Wealth LLC | 51,139 | $1.22M | 1.0% | -11.9% | 0.080% | |
2/12/2024 | Stifel Financial Corp | 1,099,800 | $26.25M | 0.0% | -15.8% | 1.713% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 63,385 | $1.51M | 0.0% | +0.8% | 0.099% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 17,100 | $408K | 0.0% | +45.3% | 0.027% | |
2/9/2024 | Advisory Services Network LLC | 86,921 | $2.08M | 0.1% | +7.5% | 0.135% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 663,703 | $15.84M | 0.1% | +5.1% | 1.034% | |
2/9/2024 | EverSource Wealth Advisors LLC | 4,473 | $107K | 0.0% | +13.4% | 0.007% | |
2/9/2024 | Crewe Advisors LLC | 5,089 | $121K | 0.0% | N/A | 0.008% | |
2/9/2024 | Corient Private Wealth LLC | 412,951 | $9.86M | 0.0% | -8.2% | 0.643% | |
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2/9/2024 | D.A. Davidson & CO. | 305,165 | $7.28M | 0.1% | +17.9% | 0.475% | |
2/9/2024 | Wells Fargo & Company MN | 3,051,757 | $72.85M | 0.0% | -3.0% | 4.754% | |
2/9/2024 | UBS Group AG | 3,531,320 | $84.29M | 0.0% | +3.1% | 5.500% | |
2/8/2024 | Glaxis Capital Management LLC | 30,000 | $716K | 2.5% | N/A | 0.047% | |
2/8/2024 | Royal Harbor Partners LLC | 717,298 | $17.12M | 8.0% | +38.5% | 1.117% | |
2/8/2024 | Janney Montgomery Scott LLC | 900,074 | $21.49M | 0.1% | +7.9% | 1.402% | |
2/8/2024 | Advisor OS LLC | 50,586 | $1.21M | 0.2% | +2.0% | 0.079% | |
2/7/2024 | Avantax Advisory Services Inc. | 60,840 | $1.45M | 0.0% | +19.5% | 0.095% | |
2/7/2024 | NBC Securities Inc. | 30,952 | $738K | 0.1% | -7.6% | 0.048% | |
2/7/2024 | Northwest Financial Advisors | 4,800 | $115K | 0.1% | N/A | 0.007% | |