5/14/2024 | CreativeOne Wealth LLC | 30,350 | $1.17M | 0.0% | N/A | 0.029% | |
5/14/2024 | Mattern Wealth Management LLC | 14,790 | $569K | 0.1% | -14.4% | 0.014% | |
5/13/2024 | Bessemer Group Inc. | 4,360 | $168K | 0.0% | -11.0% | 0.004% | |
5/10/2024 | Osaic Holdings Inc. | 1,725,818 | $66.42M | 0.1% | -13.4% | 1.655% | |
5/10/2024 | Nwam LLC | 20,855 | $791K | 0.1% | -4.1% | 0.020% | |
5/9/2024 | Private Portfolio Partners LLC | 32,698 | $1.26M | 0.3% | +0.9% | 0.031% | |
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5/9/2024 | Orion Portfolio Solutions LLC | 90,415 | $3.48M | 0.0% | -13.0% | 0.087% | |
5/9/2024 | Kingsview Wealth Management LLC | 34,579 | $1.33M | 0.0% | +10.2% | 0.033% | |
5/9/2024 | Koshinski Asset Management Inc. | 6,817 | $262K | 0.0% | -38.5% | 0.007% | |
5/8/2024 | Cozad Asset Management Inc. | 152,272 | $5.86M | 0.6% | -4.7% | 0.146% | |
5/8/2024 | Avantax Advisory Services Inc. | 273,941 | $10.54M | 0.1% | +4.9% | 0.263% | |
5/8/2024 | US Bancorp DE | 38,158 | $1.47M | 0.0% | -22.8% | 0.037% | |
5/8/2024 | Semus Wealth Partners LLC | 6,135 | $236K | 0.2% | -7.0% | 0.006% | |
5/7/2024 | WMG Financial Advisors LLC | 12,563 | $483K | 0.3% | +5.6% | 0.012% | |
5/7/2024 | Concurrent Investment Advisors LLC | 107,637 | $4.14M | 0.2% | -5.6% | 0.103% | |
5/7/2024 | PFG Advisors | 7,574 | $291K | 0.0% | -9.1% | 0.007% | |
5/7/2024 | Oppenheimer & Co. Inc. | 62,171 | $2.39M | 0.0% | +2.4% | 0.060% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 119,072 | $4.58M | 0.0% | -12.6% | 0.114% | |
5/6/2024 | Advisory Alpha LLC | 161,021 | $6.20M | 0.3% | +5.8% | 0.154% | |
5/4/2024 | Geneos Wealth Management Inc. | 18,703 | $720K | 0.0% | -6.8% | 0.018% | |
5/4/2024 | Csenge Advisory Group | 1,641,103 | $63.15M | 3.5% | +3.1% | 1.573% | |
5/3/2024 | Avidian Wealth Solutions LLC | 55,639 | $2.14M | 0.1% | +2.8% | 0.053% | |
5/3/2024 | Rehmann Capital Advisory Group | 113,776 | $4.38M | 0.3% | +14.8% | 0.109% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 51,624 | $1.99M | 0.8% | +364.3% | 0.049% | |
5/3/2024 | Integrity Financial Corp WA | 8,210 | $316K | 0.2% | -6.4% | 0.008% | |
5/2/2024 | Salomon & Ludwin LLC | 173,691 | $6.68M | 0.6% | -7.4% | 0.167% | |
5/2/2024 | Financial Counselors Inc. | 5,413 | $208K | 0.0% | N/A | 0.005% | |
5/2/2024 | Summit Financial Wealth Advisors LLC | 210,694 | $8.11M | 1.6% | -70.7% | 0.202% | |
5/2/2024 | FinTrust Capital Advisors LLC | 29,277 | $1.13M | 0.2% | +101.1% | 0.028% | |
5/2/2024 | Moloney Securities Asset Management LLC | 30,710 | $1.18M | 0.2% | -6.1% | 0.029% | |
5/2/2024 | Palisade Asset Management LLC | 2,102 | $81K | 0.0% | N/A | 0.002% | |
5/1/2024 | StoneX Group Inc. | 27,969 | $1.08M | 0.1% | -27.9% | 0.027% | |
5/1/2024 | Janney Montgomery Scott LLC | 570,275 | $21.94M | 0.1% | -1.6% | 0.547% | |
5/1/2024 | Flynn Zito Capital Management LLC | 29,313 | $1.13M | 0.6% | +73.3% | 0.028% | |
4/30/2024 | Private Advisor Group LLC | 540,210 | $20.79M | 0.1% | +4.1% | 0.512% | |
4/30/2024 | J.W. Cole Advisors Inc. | 62,998 | $2.42M | 0.1% | -15.7% | 0.060% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 127,929 | $4.92M | 3.2% | +16.7% | 0.121% | |
4/30/2024 | Arkadios Wealth Advisors | 27,215 | $1.05M | 0.1% | -4.0% | 0.026% | |
4/29/2024 | Commonwealth Equity Services LLC | 840,843 | $32.36M | 0.1% | -19.2% | 0.797% | |
4/29/2024 | Benjamin Edwards Inc. | 8,112 | $312K | 0.1% | -44.2% | 0.008% | |
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4/29/2024 | Benjamin F. Edwards & Company Inc. | 75,939 | $2.92M | 0.1% | -10.5% | 0.072% | |
4/29/2024 | Wealthspan Partners LLC | 7,451 | $287K | 0.2% | N/A | 0.007% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 5,511 | $212K | 0.1% | N/A | 0.005% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 12,216 | $470K | 0.0% | N/A | 0.012% | |
4/25/2024 | TRUE Private Wealth Advisors | 1,108,956 | $42.67M | 4.9% | +14.5% | 1.051% | |
4/25/2024 | Capital Investment Advisory Services LLC | 29,733 | $1.14M | 0.1% | -4.4% | 0.028% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 729,142 | $28.06M | 0.1% | +6.1% | 0.691% | |
4/24/2024 | Private Trust Co. NA | 30,022 | $1.16M | 0.1% | -9.4% | 0.028% | |
4/24/2024 | 1900 Wealth Management LLC | 41,039 | $1.58M | 0.1% | -2.9% | 0.039% | |
4/24/2024 | Sightline Wealth Advisors LLC | 14,667 | $564K | 0.4% | -15.7% | 0.014% | |
4/24/2024 | Archford Capital Strategies LLC | 16,675 | $642K | 0.1% | N/A | 0.016% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 116,412 | $4.26M | 2.5% | +2.8% | 0.110% | |
4/23/2024 | Global Retirement Partners LLC | 20,131 | $775K | 0.0% | -5.7% | 0.019% | |
4/23/2024 | Swisher Financial Concepts Inc. | 8,403 | $315K | 0.3% | -7.9% | 0.008% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 6,981 | $269K | 0.1% | N/A | 0.007% | |
4/23/2024 | Sweet Financial Partners LLC | 5,319 | $205K | 0.0% | N/A | 0.005% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 43,309 | $1.67M | 0.1% | -42.5% | 0.041% | |
4/23/2024 | TrueWealth Advisors LLC | 5,400 | $208K | 0.1% | N/A | 0.005% | |
4/23/2024 | Clarus Group Inc. | 8,742 | $336K | 0.2% | +28.4% | 0.008% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,773,322 | $68.24M | 0.1% | -7.4% | 1.681% | |
4/22/2024 | Strategic Financial Concepts LLC | 8,927 | $344K | 0.1% | +40.9% | 0.008% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 5,369 | $207K | 0.0% | N/A | 0.005% | |
4/22/2024 | Raymond James & Associates | 1,084,547 | $41.73M | 0.0% | -15.8% | 1.028% | |
4/19/2024 | Teamwork Financial Advisors LLC | 77,084 | $2.97M | 0.5% | -18.9% | 0.073% | |
4/19/2024 | Core Wealth Partners LLC | 6,146 | $237K | 0.2% | +7.2% | 0.006% | |
4/19/2024 | Accel Wealth Management | 19,145 | $737K | 0.3% | -8.5% | 0.018% | |
4/19/2024 | Cornerstone Wealth Management LLC | 22,416 | $863K | 0.1% | -6.8% | 0.021% | |
4/19/2024 | Advisor Resource Council | 26,654 | $956K | 0.4% | -77.0% | 0.025% | |
4/19/2024 | PCG Wealth Advisors LLC | 101,351 | $3.90M | 1.9% | -28.8% | 0.096% | |
4/18/2024 | Spectrum Wealth Advisory Group LLC | 266,043 | $10.24M | 11.8% | +1.8% | 0.252% | |
4/18/2024 | Iams Wealth Management LLC | 37,197 | $1.35M | 0.8% | -21.0% | 0.035% | |
4/18/2024 | tru Independence LLC | 22,765 | $876K | 0.3% | -2.1% | 0.022% | |
4/18/2024 | Claro Advisors LLC | 9,228 | $355K | 0.1% | -25.9% | 0.009% | |
4/18/2024 | Kowal Investment Group LLC | 1,075,557 | $41.39M | 8.9% | 0.0% | 1.019% | |
4/18/2024 | HFG Advisors Inc. | 120,625 | $4.64M | 4.1% | +3.7% | 0.114% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 71,342 | $2.75M | 0.0% | -50.6% | 0.068% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 183,262 | $7.05M | 3.7% | +0.2% | 0.174% | |
4/15/2024 | Hobart Private Capital LLC | 107,381 | $4.13M | 1.3% | +39.4% | 0.102% | |
4/15/2024 | Elevated Capital Advisors LLC | 283,232 | $10.90M | 3.1% | +4.6% | 0.268% | |
4/15/2024 | Sound Income Strategies LLC | 1,618 | $62K | 0.0% | N/A | 0.002% | |
4/13/2024 | Priebe Wealth Holdings LLC | 19,362 | $745K | 0.6% | +3.9% | 0.015% | |
4/13/2024 | Quad Cities Investment Group LLC | 50,906 | $1.96M | 1.1% | -7.3% | 0.040% | |
4/12/2024 | Global Assets Advisory LLC | 19,180 | $738K | 0.0% | N/A | 0.015% | |
4/12/2024 | Southland Equity Partners LLC | 406,498 | $15.64M | 4.4% | +1.2% | 0.321% | |
4/12/2024 | Lloyd Advisory Services LLC. | 274,632 | $10.57M | 2.1% | N/A | 0.217% | |
4/11/2024 | International Assets Investment Management LLC | 131,991 | $5.06M | 0.1% | +1.9% | 0.104% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 3,611 | $139K | 0.1% | -7.5% | 0.003% | |
4/11/2024 | RFG Advisory LLC | 6,322 | $243K | 0.0% | -27.6% | 0.005% | |
4/10/2024 | KMG Fiduciary Partners LLC | 20,174 | $776K | 0.1% | -2.2% | 0.016% | |
4/5/2024 | NBC Securities Inc. | 37,095 | $1.43M | 0.1% | -12.6% | 0.029% | |
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4/4/2024 | Moseley Investment Management Inc. | 8,900 | $342K | 0.2% | +7.7% | 0.007% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 6,246 | $240K | 0.0% | -27.3% | 0.005% | |
3/22/2024 | PNC Financial Services Group Inc. | 21,656 | $777K | 0.0% | -9.8% | 0.017% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 109,614 | $3.93M | 2.8% | N/A | 0.087% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 68,578 | $2.46M | 0.1% | -8.6% | 0.054% | |
3/1/2024 | Creekmur Asset Management LLC | 3,372 | $121K | 0.0% | N/A | 0.003% | |
3/1/2024 | Transcendent Capital Group LLC | 2,200 | $79K | 0.1% | N/A | 0.002% | |
2/26/2024 | Centaurus Financial Inc. | 10,011 | $359K | 0.0% | -15.6% | 0.008% | |
2/26/2024 | Virtu Financial LLC | 59,588 | $2.14M | 0.2% | -70.2% | 0.047% | |
2/23/2024 | Beacon Financial Group | 531,757 | $19.08M | 2.3% | -0.6% | 0.420% | |