5/24/2024 | Cetera Advisor Networks LLC | 426,084 | $15.66M | 0.1% | +15.8% | 0.216% | |
5/24/2024 | Cetera Advisors LLC | 18,763 | $690K | 0.0% | +78.5% | 0.010% | |
5/24/2024 | Cetera Investment Advisers | 586,933 | $21.57M | 0.1% | +352.4% | 0.298% | |
5/22/2024 | Cedar Point Capital Partners LLC | 198,691 | $7.30M | 5.5% | +2.7% | 0.101% | |
5/21/2024 | Atria Investments Inc | 53,636 | $1.97M | 0.0% | +2.9% | 0.027% | |
5/17/2024 | Investmark Advisory Group LLC | 78,375 | $2.88M | 1.6% | -5.9% | 0.040% | |
|
5/17/2024 | Comerica Bank | 26,380 | $969K | 0.0% | -15.7% | 0.013% | |
5/16/2024 | Jane Street Group LLC | 1,464,242 | $53.81M | 0.0% | -63.8% | 0.744% | |
5/15/2024 | Perritt Capital Management Inc. | 186,404 | $6.85M | 3.7% | +1.3% | 0.095% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 1,153,842 | $42.40M | 4.1% | +4.6% | 0.586% | |
5/15/2024 | Kestra Advisory Services LLC | 325,555 | $11.96M | 0.1% | +26.5% | 0.165% | |
5/14/2024 | JT Stratford LLC | 27,201 | $1M | 0.2% | +3.2% | 0.014% | |
5/14/2024 | EP Wealth Advisors LLC | 1,568,171 | $57.63M | 0.7% | +4.8% | 0.796% | |
5/14/2024 | OLD Mission Capital LLC | 304,513 | $11.19M | 0.2% | +149.4% | 0.155% | |
5/14/2024 | Delap Wealth Advisory LLC | 76,037 | $2.79M | 1.1% | -11.0% | 0.039% | |
5/14/2024 | Andrews Lucia Wealth Management LLC | 203,772 | $7.49M | 5.3% | +0.5% | 0.103% | |
5/14/2024 | TFO Wealth Partners LLC | 41,633 | $1.53M | 0.3% | -5.7% | 0.021% | |
5/14/2024 | Sax Wealth Advisors LLC | 283,739 | $10.43M | 1.2% | +37.5% | 0.144% | |
5/14/2024 | Northwest Wealth Management LLC | 159,524 | $5.86M | 1.6% | +1.2% | 0.081% | |
5/14/2024 | Mattern Wealth Management LLC | 37,201 | $1.37M | 0.3% | +14.6% | 0.019% | |
5/14/2024 | Kraft Asset Management LLC | 325,544 | $11.96M | 9.6% | -1.6% | 0.165% | |
5/14/2024 | RB Capital Management LLC | 14,326 | $526K | 0.1% | +23.3% | 0.007% | |
5/13/2024 | Index Fund Advisors Inc. | 3,645,703 | $133.98M | 7.4% | -1.3% | 1.852% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 10,876 | $400K | 0.0% | +24.9% | 0.006% | |
5/11/2024 | Davis R M Inc. | 5,619 | $206K | 0.0% | N/A | 0.003% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 10,785 | $396K | 0.1% | -39.0% | 0.005% | |
5/10/2024 | ARK & TLK Investments LLC | 50,845 | $1.87M | 0.6% | -5.0% | 0.026% | |
5/9/2024 | Forum Financial Management LP | 451,192 | $16.58M | 0.3% | -0.8% | 0.229% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 20,540 | $755K | 0.1% | +2.7% | 0.010% | |
5/9/2024 | Renasant Bank | 6,941 | $255K | 0.2% | N/A | 0.004% | |
5/9/2024 | MB Generational Wealth LLC | 17,473 | $642K | 0.6% | +8.6% | 0.009% | |
5/8/2024 | Avantax Advisory Services Inc. | 36,588 | $1.35M | 0.0% | -26.0% | 0.019% | |
5/8/2024 | US Bancorp DE | 19,582 | $720K | 0.0% | +39.4% | 0.010% | |
5/8/2024 | Trademark Financial Management LLC | 30,617 | $1.13M | 0.9% | +1.2% | 0.016% | |
5/8/2024 | Tranquility Partners LLC | 11,762 | $432K | 0.2% | +6.6% | 0.006% | |
5/8/2024 | Watershed Private Wealth LLC | 37,053 | $1.36M | 0.6% | -65.7% | 0.019% | |
5/8/2024 | Verus Financial Partners Inc. | 772,243 | $28.38M | 3.3% | +3.8% | 0.392% | |
5/8/2024 | Seven Springs Wealth Group LLC | 40,988 | $1.51M | 0.6% | -1.8% | 0.021% | |
5/7/2024 | Cowa LLC | 261,216 | $9.60M | 5.7% | +9.7% | 0.133% | |
5/7/2024 | WNY Asset Management LLC | 199,045 | $7.32M | 1.1% | -0.4% | 0.101% | |
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5/7/2024 | Bedel Financial Consulting Inc. | 80,154 | $2.95M | 0.5% | -1.0% | 0.041% | |
5/7/2024 | TCI Wealth Advisors Inc. | 1,206,165 | $44.33M | 4.4% | +2.6% | 0.613% | |
5/7/2024 | Oppenheimer & Co. Inc. | 7,595 | $279K | 0.0% | N/A | 0.004% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,788,041 | $65.71M | 2.0% | +2.9% | 0.908% | |
5/7/2024 | Empowered Funds LLC | 646,159 | $23.75M | 0.4% | N/A | 0.328% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 106,670 | $3.92M | 0.0% | -7.9% | 0.054% | |
5/6/2024 | Ruedi Wealth Management Inc. | 268,464 | $9.87M | 4.2% | +4.2% | 0.136% | |
5/6/2024 | Advisory Alpha LLC | 142,662 | $5.24M | 0.2% | +8.3% | 0.072% | |
5/6/2024 | DiNuzzo Private Wealth Inc. | 273,390 | $10.05M | 1.4% | -0.6% | 0.139% | |
5/4/2024 | Hemington Wealth Management | 12,879 | $474K | 0.2% | -12.4% | 0.007% | |
5/4/2024 | Financial Connections Group Inc. | 246,143 | $9.05M | 9.9% | +8.5% | 0.126% | |
5/4/2024 | Disciplined Equity Management Inc. | 370,416 | $13.61M | 9.0% | +0.9% | 0.190% | |
5/4/2024 | Geneos Wealth Management Inc. | 2,305 | $85K | 0.0% | -14.8% | 0.001% | |
5/4/2024 | Team Hewins LLC | 1,806,230 | $66.38M | 9.1% | +2.7% | 0.927% | |
5/3/2024 | VeraBank N.A. | 210,598 | $7.74M | 2.4% | +3.2% | 0.108% | |
5/3/2024 | Larson Financial Group LLC | 145,055 | $5.33M | 0.4% | -3.5% | 0.074% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 20,118 | $739K | 0.1% | +13.5% | 0.010% | |
5/3/2024 | Lutz Financial Services LLC | 28,514 | $1.05M | 0.1% | -1.0% | 0.015% | |
5/2/2024 | First Command Advisory Services Inc. | 539,143 | $19.81M | 0.2% | -29.5% | 0.277% | |
5/2/2024 | Quent Capital LLC | 257,819 | $9.48M | 1.1% | +26.6% | 0.132% | |
5/2/2024 | Elevate Wealth Advisory Inc. | 207,371 | $7.62M | 6.6% | +17.5% | 0.106% | |
5/2/2024 | Choreo LLC | 1,664,757 | $61.18M | 1.6% | +1.6% | 0.854% | |
5/2/2024 | Flagstone Financial Management | 8,416 | $309K | 0.1% | -5.2% | 0.004% | |
5/1/2024 | Stone Point Wealth LLC | 129,978 | $4.78M | 1.7% | +10.8% | 0.067% | |
5/1/2024 | Janney Montgomery Scott LLC | 18,646 | $685K | 0.0% | -7.9% | 0.010% | |
5/1/2024 | Avior Wealth Management LLC | 83,380 | $3.06M | 0.1% | +2.1% | 0.043% | |
5/1/2024 | Mission Wealth Management LP | 10,312 | $379K | 0.0% | +56.1% | 0.005% | |
5/1/2024 | Sequoia Financial Advisors LLC | 563,974 | $20.73M | 0.3% | +0.8% | 0.289% | |
5/1/2024 | Diversify Advisory Services LLC | 19,386 | $709K | 0.0% | N/A | 0.010% | |
4/30/2024 | Private Advisor Group LLC | 109,694 | $4.03M | 0.0% | +13.6% | 0.056% | |
4/30/2024 | Lodestone Wealth Management LLC | 49,480 | $1.82M | 1.0% | +4.6% | 0.025% | |
4/30/2024 | Hartline Investment Corp | 7,043 | $259K | 0.0% | N/A | 0.004% | |
4/30/2024 | Valued Wealth Advisors LLC | 17,436 | $641K | 0.5% | +3.0% | 0.009% | |
4/30/2024 | RF&L Wealth Management LLC | 107,919 | $3.97M | 3.1% | +3.3% | 0.055% | |
4/30/2024 | MN Wealth Advisors LLC | 43,817 | $1.61M | 1.0% | +8.9% | 0.022% | |
4/30/2024 | JMG Financial Group Ltd. | 36,341 | $1.34M | 0.1% | +35.5% | 0.019% | |
4/30/2024 | Vance Wealth Inc. | 6,384 | $235K | 0.1% | N/A | 0.003% | |
4/30/2024 | Perigon Wealth Management LLC | 97,594 | $3.59M | 0.1% | N/A | 0.050% | |
4/30/2024 | Investment Advisory Group LLC | 14,707 | $540K | 0.2% | +14.7% | 0.008% | |
4/29/2024 | Commonwealth Equity Services LLC | 344,693 | $12.67M | 0.0% | -0.7% | 0.177% | |
4/29/2024 | Forthright Family Wealth Advisory LLC | 11,736 | $431K | 0.3% | -5.2% | 0.006% | |
4/29/2024 | Wealthspan Partners LLC | 10,405 | $382K | 0.2% | +44.4% | 0.005% | |
4/29/2024 | PBMares Wealth Management LLC | 440,433 | $16.19M | 4.2% | +1.7% | 0.226% | |
4/29/2024 | RAM Investment Partners LLC | 12,240 | $450K | 0.1% | -2.4% | 0.006% | |
4/29/2024 | Financial Futures Ltd Liability Co. | 175,864 | $6.46M | 4.3% | -3.3% | 0.090% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 98,138 | $3.61M | 1.4% | -1.6% | 0.050% | |
4/27/2024 | Fonville Wealth Management LLC | 152,793 | $5.62M | 2.5% | +15.7% | 0.078% | |
4/27/2024 | Capital Performance Advisors LLP | 558,236 | $20.52M | 7.8% | -0.1% | 0.286% | |
4/27/2024 | Austin Asset Management Co Inc | 197,767 | $7.27M | 1.6% | +0.7% | 0.101% | |
4/26/2024 | LifeSteps Financial Inc. | 1,116 | $41K | 0.0% | N/A | 0.001% | |
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4/26/2024 | Heritage Wealth Management Inc. Texas | 49,782 | $1.83M | 1.2% | -8.2% | 0.026% | |
4/26/2024 | Claris Advisors LLC MO | 335,427 | $12.33M | 6.2% | +0.7% | 0.172% | |
4/25/2024 | Capital Investment Advisory Services LLC | 13,777 | $506K | 0.1% | -26.9% | 0.007% | |
4/25/2024 | Valeo Financial Advisors LLC | 30,124 | $1.10M | 0.0% | -2.8% | 0.015% | |
4/25/2024 | Tilson Financial Group Inc. | 74,039 | $2.72M | 1.5% | +33.2% | 0.038% | |
4/25/2024 | Presidio Capital Management LLC | 13,232 | $486K | 0.4% | N/A | 0.007% | |
4/25/2024 | Keb Asset Management LLC | 698,455 | $25.67M | 8.8% | +2.1% | 0.358% | |
4/25/2024 | IFG Advisors LLC | 15,364 | $565K | 0.1% | +33.6% | 0.008% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 159,018 | $5.84M | 0.0% | +28.5% | 0.082% | |
4/24/2024 | Family Legacy Inc. | 54,523 | $2.00M | 0.7% | +0.9% | 0.028% | |