5/24/2024 | Cetera Advisors LLC | 38,626 | $3.45M | 0.0% | +106.0% | 0.066% | |
5/24/2024 | Cetera Investment Advisers | 115,582 | $10.33M | 0.0% | +96.2% | 0.196% | |
5/21/2024 | Atria Investments Inc | 47,645 | $4.26M | 0.1% | -9.0% | 0.081% | |
5/17/2024 | Comerica Bank | 7,410 | $662K | 0.0% | +3.0% | 0.013% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 4,504 | $403K | 0.0% | -3.2% | 0.008% | |
5/14/2024 | Capital International Investors | 15,137 | $1.35M | 0.0% | -47.4% | 0.026% | |
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5/13/2024 | O Shaughnessy Asset Management LLC | 7,275 | $650K | 0.0% | -1.5% | 0.012% | |
5/11/2024 | Beaumont Financial Advisors LLC | 315,402 | $28.20M | 2.3% | -3.1% | 0.538% | |
5/11/2024 | Strait & Sound Wealth Management LLC | 3,435 | $308K | 0.2% | -6.7% | 0.006% | |
5/10/2024 | Osaic Holdings Inc. | 194,017 | $17.35M | 0.0% | -44.7% | 0.331% | |
5/9/2024 | Blair William & Co. IL | 2,445 | $219K | 0.0% | -5.2% | 0.004% | |
5/8/2024 | Bleakley Financial Group LLC | 34,763 | $3.11M | 0.1% | -1.0% | 0.059% | |
5/8/2024 | Avantax Advisory Services Inc. | 238,628 | $21.34M | 0.2% | +49.1% | 0.407% | |
5/8/2024 | US Bancorp DE | 9,849 | $881K | 0.0% | -3.6% | 0.017% | |
5/8/2024 | Thoroughbred Financial Services LLC | 83,684 | $7.48M | 0.7% | -0.6% | 0.143% | |
5/7/2024 | Abbrea Capital LLC | 12,240 | $1.09M | 0.1% | +1.7% | 0.021% | |
5/7/2024 | NTV Asset Management LLC | 5,950 | $532K | 0.1% | -3.3% | 0.010% | |
5/7/2024 | Howard Wealth Management LLC | 12,797 | $1.14M | 0.9% | +1.4% | 0.022% | |
5/4/2024 | Geneos Wealth Management Inc. | 4,195 | $375K | 0.0% | +47.5% | 0.007% | |
5/3/2024 | GSA Capital Partners LLP | 14,400 | $1.29M | 0.1% | +467.2% | 0.025% | |
5/2/2024 | USAdvisors Wealth Management LLC | 46,502 | $4.16M | 1.6% | -6.5% | 0.079% | |
5/2/2024 | Hudock Inc. | 51,274 | $4.58M | 1.0% | +2.5% | 0.087% | |
5/2/2024 | GSB Wealth Management LLC | 4,916 | $440K | 0.1% | -8.2% | 0.008% | |
5/1/2024 | Connecticut Wealth Management LLC | 93,952 | $8.40M | 0.4% | -2.0% | 0.160% | |
5/1/2024 | Janney Montgomery Scott LLC | 42,404 | $3.79M | 0.0% | +1.0% | 0.072% | |
5/1/2024 | BNP Paribas Financial Markets | 31,696 | $2.83M | 0.0% | N/A | 0.054% | |
4/30/2024 | Private Advisor Group LLC | 52,105 | $4.66M | 0.0% | -7.7% | 0.089% | |
4/30/2024 | SpiderRock Advisors LLC | 9,215 | $809K | 0.0% | N/A | 0.016% | |
4/30/2024 | Perigon Wealth Management LLC | 4,778 | $427K | 0.0% | -4.4% | 0.008% | |
4/29/2024 | Commonwealth Equity Services LLC | 170,392 | $15.24M | 0.0% | +3.0% | 0.291% | |
4/29/2024 | Boyd Watterson Asset Management LLC OH | 39,980 | $3.58M | 1.3% | -0.9% | 0.068% | |
4/26/2024 | Meridian Wealth Management LLC | 24,972 | $2.23M | 0.4% | +15.9% | 0.043% | |
4/25/2024 | Eudaimonia Advisors LLC | 2,777 | $248K | 0.1% | N/A | 0.005% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 121,627 | $10.88M | 0.0% | +41.7% | 0.208% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 13,854 | $1.24M | 0.5% | +60.3% | 0.024% | |
4/24/2024 | Simplicity Wealth LLC | 34,763 | $3.11M | 0.1% | N/A | 0.059% | |
4/23/2024 | Global Retirement Partners LLC | 5,297 | $474K | 0.0% | +87.8% | 0.009% | |
4/23/2024 | Fifth Third Bancorp | 1,000 | $89K | 0.0% | -15.3% | 0.002% | |
4/23/2024 | Bluesphere Advisors LLC | 83,100 | $7.43M | 4.1% | +0.3% | 0.142% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 209,351 | $18.72M | 0.0% | +13.7% | 0.358% | |
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4/22/2024 | Raymond James & Associates | 312,106 | $27.91M | 0.0% | +24.0% | 0.534% | |
4/19/2024 | Whelan Financial | 41,265 | $3.69M | 1.7% | +4.9% | 0.071% | |
4/19/2024 | Kaye Capital Management | 163,926 | $14.66M | 6.4% | -1.9% | 0.280% | |
4/19/2024 | Evolution Wealth Advisors LLC | 8,754 | $783K | 0.1% | -2.7% | 0.015% | |
4/19/2024 | WFA Asset Management Corp | 2,127 | $190K | 0.1% | +623.5% | 0.004% | |
4/18/2024 | Tower Wealth Partners Inc. | 124,220 | $11.11M | 7.2% | +0.6% | 0.213% | |
4/18/2024 | Mirador Capital Partners LP | 4,667 | $417K | 0.1% | -21.5% | 0.008% | |
4/17/2024 | Richardson Capital Management LLC | 338 | $30K | 0.0% | N/A | 0.001% | |
4/16/2024 | Weaver Consulting Group | 5,316 | $475K | 0.2% | -4.3% | 0.009% | |
4/16/2024 | OneAscent Financial Services LLC | 9,594 | $858K | 0.1% | -4.9% | 0.016% | |
4/16/2024 | OneAscent Wealth Management LLC | 5,599 | $501K | 0.2% | +2.5% | 0.010% | |
4/16/2024 | Tsfg LLC | 1,500 | $134K | 0.0% | -12.0% | 0.003% | |
4/16/2024 | 180 Wealth Advisors LLC | 48,819 | $4.37M | 0.8% | -2.6% | 0.084% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 158,616 | $14.18M | 0.0% | +4.8% | 0.271% | |
4/15/2024 | Affiance Financial LLC | 2,441 | $218K | 0.1% | N/A | 0.004% | |
4/15/2024 | Future Financial Wealth Managment LLC | 2,452 | $219K | 0.2% | N/A | 0.004% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 41,330 | $3.70M | 0.4% | +2.1% | 0.071% | |
4/11/2024 | RDA Financial Network | 24,586 | $2.20M | 0.8% | -2.9% | 0.042% | |
4/11/2024 | Unique Wealth LLC | 6,403 | $573K | 0.2% | +2.5% | 0.011% | |
4/10/2024 | Thomasville National Bank | 4,497 | $402K | 0.0% | -6.6% | 0.008% | |
4/10/2024 | EWG Elevate Inc. | 11,275 | $1.01M | 0.4% | -1.5% | 0.019% | |
4/9/2024 | Mather Group LLC. | 9,934 | $888K | 0.0% | +116.1% | 0.019% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 8,640 | $696K | 0.3% | +41.7% | 0.016% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 4,654 | $375K | 0.0% | +3.3% | 0.009% | |
3/1/2024 | Pineridge Advisors LLC | 407 | $33K | 0.0% | N/A | 0.001% | |
2/29/2024 | Scarborough Advisors LLC | 903 | $73K | 0.0% | N/A | 0.002% | |
2/26/2024 | Centaurus Financial Inc. | 108,838 | $8.76M | 0.7% | +1.3% | 0.207% | |
2/23/2024 | Chicago Partners Investment Group LLC | 16,011 | $1.33M | 0.1% | -3.4% | 0.030% | |
2/20/2024 | GLOBALT Investments LLC GA | 26,818 | $2.16M | 0.1% | N/A | 0.051% | |
2/14/2024 | Visionary Wealth Advisors | 9,190 | $740K | 0.1% | +9.4% | 0.017% | |
2/14/2024 | Waddell & Associates LLC | 648,182 | $52.19M | 7.0% | +65.4% | 1.233% | |
2/14/2024 | Asset Allocation Strategies LLC | 159,406 | $12.84M | 5.0% | +18.9% | 0.303% | |
2/14/2024 | Connectus Wealth LLC | 211,198 | $17.01M | 0.3% | +1,674.6% | 0.402% | |
2/13/2024 | Stephens Inc. AR | 307,460 | $24.76M | 0.4% | -0.6% | 0.585% | |
2/13/2024 | Per Stirling Capital Management LLC. | 183,161 | $14.75M | 2.7% | +1.8% | 0.349% | |
2/13/2024 | Capital International Investors | 28,759 | $2.32M | 0.0% | +129.1% | 0.055% | |
2/13/2024 | Rathbones Group PLC | 26,106 | $2.10M | 0.0% | -5.3% | 0.050% | |
2/12/2024 | Peterson Financial Group Inc. | 2,869 | $231K | 0.1% | N/A | 0.005% | |
2/12/2024 | Scotia Capital Inc. | 150,618 | $12.13M | 0.1% | -1.8% | 0.287% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 13,605 | $1.10M | 0.1% | -8.0% | 0.026% | |
2/12/2024 | Fischer Investment Strategies LLC | 4,325 | $348K | 0.3% | N/A | 0.008% | |
2/12/2024 | TD Capital Management LLC | 684 | $55K | 0.0% | N/A | 0.001% | |
2/12/2024 | Focus Financial Network Inc. ADV | 23,531 | $1.90M | 0.1% | N/A | 0.045% | |
2/12/2024 | Parallel Advisors LLC | 5,903 | $475K | 0.0% | -9.1% | 0.011% | |
2/12/2024 | Cape Investment Advisory Inc. | 3,680 | $296K | 0.1% | -7.8% | 0.007% | |
2/9/2024 | US Bancorp DE | 10,221 | $823K | 0.0% | -73.1% | 0.019% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 85,817 | $6.91M | 0.0% | -2.0% | 0.163% | |
2/9/2024 | Hanlon Investment Management Inc. | 4,138 | $333K | 0.1% | -19.9% | 0.008% | |
2/9/2024 | Certified Advisory Corp | 71,596 | $5.77M | 0.9% | +5.0% | 0.136% | |
2/9/2024 | Assetmark Inc. | 1,284,812 | $103.45M | 0.4% | -7.1% | 2.445% | |
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2/9/2024 | Wells Fargo & Company MN | 188,796 | $15.20M | 0.0% | +37.7% | 0.359% | |
2/9/2024 | Thoroughbred Financial Services LLC | 84,159 | $6.78M | 0.5% | +12.7% | 0.160% | |
2/9/2024 | UBS Group AG | 402,426 | $32.40M | 0.0% | +3.2% | 0.766% | |
2/8/2024 | Level Four Advisory Services LLC | 3,303 | $266K | 0.0% | N/A | 0.006% | |
2/8/2024 | Financial Advocates Investment Management | 9,618 | $774K | 0.0% | +159.8% | 0.018% | |
2/8/2024 | Strait & Sound Wealth Management LLC | 3,680 | $295K | 0.2% | +3.6% | 0.007% | |
2/8/2024 | First Heartland Consultants Inc. | 5,746 | $463K | 0.1% | -4.4% | 0.011% | |
2/8/2024 | Meridian Wealth Management LLC | 21,551 | $1.74M | 0.1% | N/A | 0.041% | |
2/8/2024 | Apexium Financial LP | 2,815 | $227K | 0.0% | N/A | 0.005% | |
2/8/2024 | Janney Montgomery Scott LLC | 41,995 | $3.38M | 0.0% | +1.4% | 0.080% | |