5/2/2024 | Lionsbridge Wealth Management LLC | 11,766 | $587K | 0.5% | -50.7% | 0.030% | |
5/2/2024 | Seelaus Asset Management LLC | 7,887 | $393K | 0.4% | -14.1% | 0.020% | |
5/1/2024 | Janney Montgomery Scott LLC | 117,066 | $5.84M | 0.0% | +68.7% | 0.299% | |
5/1/2024 | BNP Paribas Financial Markets | 28,784 | $1.44M | 0.0% | -21.2% | 0.073% | |
4/30/2024 | Private Advisor Group LLC | 160,916 | $8.03M | 0.1% | +7.2% | 0.411% | |
4/30/2024 | Consolidated Portfolio Review Corp | 57,064 | $2.85M | 0.7% | +5.6% | 0.146% | |
|
4/30/2024 | J.W. Cole Advisors Inc. | 72,829 | $3.63M | 0.2% | +632.7% | 0.186% | |
4/30/2024 | Concord Wealth Partners | 921 | $46K | 0.0% | N/A | 0.002% | |
4/30/2024 | Commonwealth Equity Services LLC | 14,128 | $705K | 0.0% | +89.8% | 0.036% | |
4/29/2024 | Greenleaf Trust | 448,386 | $22.37M | 0.2% | +6.8% | 1.144% | |
4/29/2024 | ETF Store Inc. | 17,754 | $886K | 0.5% | +36.7% | 0.045% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 6,056 | $302K | 0.0% | +26.7% | 0.015% | |
4/27/2024 | Weatherly Asset Management L. P. | 24,647 | $1.23M | 0.1% | -4.1% | 0.063% | |
4/26/2024 | YHB Investment Advisors Inc. | 13,640 | $680K | 0.1% | +8.3% | 0.035% | |
4/26/2024 | Sage Advisory Services Ltd.Co. | 95,753 | $4.78M | 1.3% | -22.2% | 0.244% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 154,401 | $7.70M | 0.0% | -21.6% | 0.394% | |
4/24/2024 | Patton Albertson Miller Group LLC | 15,632 | $780K | 0.1% | -39.5% | 0.040% | |
4/24/2024 | Pitti Group Wealth Management LLC | 11,935 | $596K | 0.7% | +3.8% | 0.030% | |
4/24/2024 | Simplicity Wealth LLC | 138,714 | $6.92M | 0.2% | N/A | 0.354% | |
4/23/2024 | Global Retirement Partners LLC | 52,339 | $2.61M | 0.1% | -4.1% | 0.134% | |
4/23/2024 | Gradient Investments LLC | 1,263,250 | $63.02M | 1.5% | +7.0% | 3.223% | |
4/23/2024 | Regatta Capital Group LLC | 11,728 | $585K | 0.1% | +15.7% | 0.030% | |
4/23/2024 | Duncker Streett & Co. Inc. | 69,076 | $3.45M | 0.7% | -10.9% | 0.176% | |
4/23/2024 | 4J Wealth Management LLC | 9,625 | $480K | 0.4% | +9.8% | 0.025% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 72,658 | $3.63M | 0.0% | +22.1% | 0.185% | |
4/22/2024 | Johnson Bixby & Associates LLC | 343,111 | $17.12M | 3.0% | +10.4% | 0.875% | |
4/22/2024 | PFG Investments LLC | 57,064 | $2.85M | 0.2% | N/A | 0.146% | |
4/22/2024 | Drive Wealth Management LLC | 129,961 | $6.48M | 1.8% | -1.0% | 0.332% | |
4/22/2024 | Raymond James & Associates | 430,306 | $21.47M | 0.0% | +16.4% | 1.098% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 45,162 | $2.25M | 0.1% | +36.3% | 0.115% | |
4/19/2024 | Wealthstar Advisors LLC | 46,489 | $2.33M | 0.8% | -4.4% | 0.127% | |
4/19/2024 | Santori & Peters Inc. | 4,541 | $227K | 0.1% | -4.2% | 0.012% | |
4/18/2024 | Capital Advisors Ltd. LLC | 142,632 | $7.12M | 0.9% | -0.7% | 0.390% | |
4/18/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 6,608 | $330K | 0.1% | N/A | 0.018% | |
4/17/2024 | Guidance Capital Inc. | 123,433 | $6.17M | 2.3% | +24.9% | 0.337% | |
4/16/2024 | Calton & Associates Inc. | 10,147 | $506K | 0.2% | -4.6% | 0.028% | |
4/16/2024 | Capital Asset Advisory Services LLC | 376,785 | $18.82M | 1.1% | +38.0% | 1.029% | |
4/16/2024 | Advocacy Wealth Management Services LLC | 133,996 | $6.69M | 0.6% | -12.7% | 0.366% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 18,266 | $911K | 0.0% | -4.6% | 0.050% | |
4/15/2024 | Sovereign Financial Group Inc. | 31,887 | $1.59M | 0.4% | +11.3% | 0.087% | |
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4/12/2024 | Dynamic Advisor Solutions LLC | 26,540 | $1.32M | 0.0% | -22.5% | 0.073% | |
4/12/2024 | McNaughton Wealth Management LLC | 66,873 | $3.34M | 1.8% | +6.5% | 0.183% | |
4/10/2024 | Atwood & Palmer Inc. | 6,350 | $317K | 0.0% | -76.1% | 0.017% | |
4/10/2024 | KMG Fiduciary Partners LLC | 5,705 | $285K | 0.0% | -5.7% | 0.016% | |
4/5/2024 | NBC Securities Inc. | 17,665 | $881K | 0.1% | -45.5% | 0.048% | |
4/3/2024 | Strategic Advocates LLC | 7,190 | $359K | 0.1% | -31.2% | 0.020% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 10,246 | $511K | 0.0% | -16.2% | 0.028% | |
3/1/2024 | Transcendent Capital Group LLC | 500 | $25K | 0.0% | N/A | 0.001% | |
2/26/2024 | Centaurus Financial Inc. | 3,552 | $177K | 0.0% | N/A | 0.010% | |
2/23/2024 | Chicago Partners Investment Group LLC | 12,861 | $641K | 0.0% | +9.8% | 0.035% | |
2/14/2024 | VitalStone Financial LLC | 48,689 | $2.43M | 1.9% | N/A | 0.133% | |
2/13/2024 | Cetera Advisor Networks LLC | 499,721 | $24.93M | 0.1% | +10.4% | 1.365% | |
2/13/2024 | Oppenheimer & Co. Inc. | 48,629 | $2.43M | 0.0% | +8.2% | 0.133% | |
2/13/2024 | CIBC Private Wealth Group LLC | 18,405 | $918K | 0.0% | -4.8% | 0.050% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 9,675 | $483K | 0.2% | +76.4% | 0.026% | |
2/12/2024 | Warwick Investment Management Inc. | 27,350 | $1.36M | 0.4% | -2.3% | 0.075% | |
2/12/2024 | Scotia Capital Inc. | 130,312 | $6.50M | 0.0% | +34.0% | 0.356% | |
2/12/2024 | Avestar Capital LLC | 738,140 | $36.82M | 4.2% | +5.6% | 2.017% | |
2/12/2024 | Focus Financial Network Inc. ADV | 19,297 | $963K | 0.0% | N/A | 0.053% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 6,638 | $331K | 0.0% | -9.0% | 0.018% | |
2/12/2024 | Parallel Advisors LLC | 5,841 | $291K | 0.0% | +9.4% | 0.016% | |
2/9/2024 | Advisory Services Network LLC | 12,707 | $634K | 0.0% | -18.4% | 0.035% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 197,042 | $9.83M | 0.0% | +5.3% | 0.538% | |
2/9/2024 | BlackDiamond Wealth Management LLC | 11,112 | $555K | 0.4% | +2.4% | 0.030% | |
2/9/2024 | D.A. Davidson & CO. | 82,138 | $4.10M | 0.0% | -4.9% | 0.224% | |
2/9/2024 | Wells Fargo & Company MN | 2,423,808 | $120.90M | 0.0% | -2.9% | 6.622% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 789,081 | $39.36M | 2.2% | +21.5% | 2.156% | |
2/9/2024 | UBS Group AG | 336,364 | $16.78M | 0.0% | +33.4% | 0.919% | |
2/8/2024 | WT Wealth Management | 44,472 | $2.22M | 0.9% | +5.2% | 0.122% | |
2/8/2024 | Oxbow Advisors LLC | 39,065 | $1.95M | 0.3% | -10.8% | 0.107% | |
2/8/2024 | Legacy Capital Group California Inc. | 6,104 | $304K | 0.1% | -7.1% | 0.017% | |
2/8/2024 | Foundations Investment Advisors LLC | 11,823 | $591K | 0.0% | N/A | 0.032% | |
2/8/2024 | Janney Montgomery Scott LLC | 69,381 | $3.46M | 0.0% | +2.8% | 0.190% | |
2/7/2024 | Gratus Capital LLC | 7,228 | $361K | 0.0% | -98.8% | 0.020% | |
2/7/2024 | Strategic Advocates LLC | 10,455 | $522K | 0.2% | -9.3% | 0.029% | |
2/7/2024 | NBC Securities Inc. | 32,400 | $1.62M | 0.2% | +198.3% | 0.089% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 5,259 | $262K | 0.1% | N/A | 0.014% | |
2/7/2024 | Buckingham Capital Management Inc. | 10,987 | $548K | 0.1% | -68.3% | 0.030% | |
2/7/2024 | BNP Paribas Financial Markets | 36,510 | $1.82M | 0.0% | -6.2% | 0.100% | |
2/7/2024 | Endowment Wealth Management Inc. | 18,578 | $927K | 0.8% | +9.5% | 0.051% | |
2/7/2024 | Calton & Associates Inc. | 10,637 | $531K | 0.2% | N/A | 0.029% | |
2/7/2024 | Principal Securities Inc. | 196,618 | $9.81M | 0.4% | N/A | 0.537% | |
2/7/2024 | Patton Albertson Miller Group LLC | 25,820 | $1.29M | 0.2% | -26.2% | 0.071% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 2,607 | $130K | 0.0% | -25.8% | 0.007% | |
2/7/2024 | Warberg Asset Management LLC | 27,381 | $1.37M | 0.3% | N/A | 0.075% | |
2/6/2024 | EdgeRock Capital LLC | 5,064 | $253K | 0.2% | N/A | 0.014% | |
2/6/2024 | Sovereign Financial Group Inc. | 28,648 | $1.43M | 0.4% | +53.5% | 0.078% | |
2/6/2024 | Petix & Botte Co | 24,425 | $1.22M | 0.4% | -3.3% | 0.067% | |
2/6/2024 | Private Advisor Group LLC | 150,052 | $7.49M | 0.1% | +2.9% | 0.410% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 19,144 | $955K | 0.0% | -13.0% | 0.052% | |
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2/6/2024 | National Bank of Canada FI | 20,301 | $1.01M | 0.0% | +25.1% | 0.055% | |
2/6/2024 | WESCAP Management Group Inc. | 120,021 | $5.99M | 1.9% | +1.3% | 0.328% | |
2/6/2024 | Axxcess Wealth Management LLC | 279,116 | $13.92M | 0.4% | +32.3% | 0.763% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 4,781 | $238K | 0.0% | +87.8% | 0.013% | |
2/5/2024 | Santori & Peters Inc. | 4,742 | $237K | 0.1% | +10.7% | 0.013% | |
2/5/2024 | Pitti Group Wealth Management LLC | 11,495 | $573K | 0.6% | -2.0% | 0.031% | |
2/2/2024 | Truist Financial Corp | 87,587 | $4.37M | 0.0% | +169.4% | 0.239% | |
2/2/2024 | Jackson Hole Capital Partners LLC | 14,923 | $744K | 0.2% | -10.7% | 0.041% | |
2/2/2024 | Atria Wealth Solutions Inc. | 812,728 | $40.54M | 0.5% | -2.8% | 2.221% | |
2/2/2024 | Capital Advisors Ltd. LLC | 143,576 | $7.16M | 1.0% | +9.4% | 0.392% | |