6/5/2024 | Objective Capital Management LLC | 10,993 | $772K | 0.5% | +17.4% | 0.049% | |
5/24/2024 | Cetera Advisors LLC | 5,675 | $398K | 0.0% | +19.0% | 0.025% | |
5/24/2024 | Cetera Investment Advisers | 36,235 | $2.54M | 0.0% | +462.7% | 0.160% | |
5/17/2024 | Tidal Investments LLC | 2,859 | $201K | 0.0% | N/A | 0.013% | |
5/16/2024 | Jane Street Group LLC | 61,222 | $4.30M | 0.0% | +51.6% | 0.271% | |
5/16/2024 | Captrust Financial Advisors | 1,584,813 | $111.27M | 0.4% | +13.5% | 7.012% | |
|
5/14/2024 | CreativeOne Wealth LLC | 33,689 | $2.37M | 0.1% | +30.8% | 0.149% | |
5/11/2024 | Beaumont Financial Advisors LLC | 585,528 | $41.11M | 3.4% | +17.0% | 2.804% | |
5/10/2024 | Osaic Holdings Inc. | 212,636 | $14.93M | 0.0% | -3.8% | 1.018% | |
5/10/2024 | Nwam LLC | 4,141 | $288K | 0.0% | -10.4% | 0.020% | |
5/9/2024 | Kingsview Wealth Management LLC | 3,589 | $252K | 0.0% | N/A | 0.017% | |
5/9/2024 | TBH Global Asset Management LLC | 8,002 | $562K | 0.1% | +11.3% | 0.038% | |
5/8/2024 | Schneider Downs Wealth Management Advisors LP | 5,130 | $360K | 0.1% | N/A | 0.025% | |
5/8/2024 | Avantax Advisory Services Inc. | 7,336 | $515K | 0.0% | +106.9% | 0.035% | |
5/8/2024 | Semus Wealth Partners LLC | 12,561 | $882K | 0.7% | +39.9% | 0.060% | |
5/7/2024 | Advantage Trust Co | 263,359 | $18.49M | 13.6% | +0.1% | 1.261% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 17,443 | $1.23M | 0.0% | +48.6% | 0.084% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 1,380 | $97K | 0.0% | +23.9% | 0.007% | |
5/2/2024 | USAdvisors Wealth Management LLC | 6,301 | $444K | 0.2% | +19.6% | 0.030% | |
5/2/2024 | Lincoln National Corp | 54,777 | $3.85M | 0.1% | +21.9% | 0.262% | |
5/2/2024 | Argent Advisors Inc. | 5,890 | $414K | 0.2% | +3.5% | 0.028% | |
5/1/2024 | Janney Montgomery Scott LLC | 589,836 | $41.41M | 0.1% | +17.3% | 2.825% | |
5/1/2024 | Avior Wealth Management LLC | 424,129 | $29.78M | 1.4% | +94.1% | 2.031% | |
5/1/2024 | Worth Financial Advisory Group LLC | 2,942 | $207K | 0.1% | N/A | 0.014% | |
4/30/2024 | Private Advisor Group LLC | 8,978 | $630K | 0.0% | +5.8% | 0.043% | |
4/30/2024 | J.W. Cole Advisors Inc. | 3,375 | $237K | 0.0% | N/A | 0.016% | |
4/30/2024 | MN Wealth Advisors LLC | 83,920 | $5.89M | 3.6% | -13.0% | 0.402% | |
4/30/2024 | True Vision MN LLC | 3,250 | $221K | 0.2% | N/A | 0.016% | |
4/30/2024 | Perigon Wealth Management LLC | 26,627 | $1.87M | 0.1% | +35.1% | 0.128% | |
4/29/2024 | Commonwealth Equity Services LLC | 721,731 | $50.67M | 0.1% | +3.5% | 3.457% | |
4/29/2024 | Yarger Wealth Strategies LLC | 15,838 | $1.11M | 0.8% | +26.9% | 0.076% | |
4/26/2024 | Sprinkle Financial Consultants LLC | 48,164 | $3.38M | 2.9% | +19.7% | 0.231% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 44,714 | $3.14M | 0.0% | +10.6% | 0.235% | |
4/23/2024 | Global Retirement Partners LLC | 1,551 | $109K | 0.0% | +464.0% | 0.008% | |
4/23/2024 | Strategic Blueprint LLC | 38,258 | $2.69M | 0.2% | +106.3% | 0.201% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 164,169 | $11.53M | 0.0% | +9.2% | 0.863% | |
4/23/2024 | Sutton Place Investors LLC | 6,087 | $427K | 0.2% | +18.5% | 0.032% | |
4/22/2024 | Strategic Financial Concepts LLC | 3,397 | $238K | 0.1% | N/A | 0.018% | |
4/22/2024 | Confluence Wealth Services Inc. | 5,784 | $406K | 0.0% | N/A | 0.030% | |
4/22/2024 | Raymond James & Associates | 129,736 | $9.11M | 0.0% | +254.5% | 0.682% | |
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4/22/2024 | Echo Wealth Management LLC | 31,478 | $2.21M | 1.8% | +9.2% | 0.165% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 10,847 | $762K | 0.0% | +19.1% | 0.057% | |
4/19/2024 | Westside Investment Management Inc. | 3,469 | $244K | 0.1% | N/A | 0.018% | |
4/19/2024 | Lake Street Private Wealth LLC | 13,365 | $938K | 0.1% | -4.4% | 0.070% | |
4/18/2024 | Cobblestone Asset Management LLC | 3,220 | $226K | 0.2% | N/A | 0.017% | |
4/18/2024 | Arlington Financial Advisors LLC | 163,906 | $11.51M | 2.5% | N/A | 0.861% | |
4/16/2024 | Firethorn Wealth Partners LLC | 3,196 | $224K | 0.1% | N/A | 0.017% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 61,003 | $4.28M | 0.0% | +17.9% | 0.321% | |
4/12/2024 | Strategic Planning Group LLC | 177,462 | $12.46M | 3.0% | +11.7% | 0.933% | |
4/12/2024 | Steph & Co. | 491,699 | $34.52M | 11.9% | N/A | 2.584% | |
4/11/2024 | Security Financial Services INC. | 5,441 | $382K | 0.1% | -19.6% | 0.029% | |
4/10/2024 | Daymark Wealth Partners LLC | 296,179 | $20.80M | 0.8% | -5.0% | 1.556% | |
4/10/2024 | Sterling Financial Group Inc. | 350,599 | $24.62M | 11.7% | -1.5% | 1.842% | |
4/10/2024 | LexAurum Advisors LLC | 15,437 | $1.08M | 0.3% | +27.0% | 0.081% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 22,918 | $1.61M | 0.1% | -24.1% | 0.325% | |
4/4/2024 | Orrstown Financial Services Inc. | 218,069 | $15.31M | 8.5% | +974.8% | 3.093% | |
3/7/2024 | Objective Capital Management LLC | 9,367 | $572K | 0.4% | N/A | 0.133% | |
2/14/2024 | Visionary Wealth Advisors | 45,154 | $2.76M | 0.2% | +16.0% | 0.640% | |
2/12/2024 | Sprinkle Financial Consultants LLC | 40,228 | $2.46M | 2.5% | N/A | 0.571% | |
2/12/2024 | Goldstein Advisors LLC | 270,036 | $16.50M | 2.8% | +3.6% | 3.830% | |
2/12/2024 | Stifel Financial Corp | 152,340 | $9.31M | 0.0% | +36.9% | 2.161% | |
2/12/2024 | 3Chopt Investment Partners LLC | 15,889 | $971K | 0.4% | N/A | 0.225% | |
2/12/2024 | Parallel Advisors LLC | 1,996 | $122K | 0.0% | +60.2% | 0.028% | |
2/9/2024 | TBH Global Asset Management LLC | 7,190 | $439K | 0.1% | -85.6% | 0.102% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 40,426 | $2.47M | 0.0% | +10.9% | 0.573% | |
2/9/2024 | Crewe Advisors LLC | 870 | $53K | 0.0% | N/A | 0.012% | |
2/9/2024 | CreativeOne Wealth LLC | 25,761 | $1.57M | 0.1% | -19.8% | 0.365% | |
2/8/2024 | Royal Harbor Partners LLC | 21,349 | $1.30M | 0.6% | N/A | 0.303% | |
2/8/2024 | Financial Advocates Investment Management | 21,276 | $1.30M | 0.1% | +55.3% | 0.302% | |
2/8/2024 | Wade G W & Inc. | 228,482 | $13.96M | 0.5% | +167.0% | 3.241% | |
2/8/2024 | Janney Montgomery Scott LLC | 502,923 | $30.72M | 0.1% | +31.9% | 7.134% | |
2/7/2024 | Avantax Advisory Services Inc. | 3,546 | $217K | 0.0% | N/A | 0.050% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 11,736 | $717K | 0.0% | -10.3% | 0.166% | |
2/7/2024 | Principal Securities Inc. | 2,231 | $136K | 0.0% | N/A | 0.032% | |
2/7/2024 | Advantage Trust Co | 263,061 | $16.07M | 12.7% | N/A | 3.731% | |
2/6/2024 | Lincoln National Corp | 44,947 | $2.75M | 0.0% | +22.7% | 0.638% | |
2/6/2024 | Private Advisor Group LLC | 8,487 | $518K | 0.0% | N/A | 0.120% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 246,235 | $15.04M | 0.8% | +8.0% | 3.493% | |
2/6/2024 | Commonwealth Equity Services LLC | 697,290 | $42.60M | 0.1% | +130.7% | 9.891% | |
2/5/2024 | Transcend Capital Advisors LLC | 5,375 | $328K | 0.0% | +3.6% | 0.076% | |
2/2/2024 | Private Wealth Partners LLC | 39,455 | $2.41M | 0.2% | +26.2% | 0.560% | |
2/2/2024 | Truist Financial Corp | 247,474 | $15.12M | 0.0% | -2.8% | 3.510% | |
2/1/2024 | Sigma Planning Corp | 12,245 | $748K | 0.1% | -50.3% | 0.174% | |
2/1/2024 | CWM LLC | 714,158 | $43.63M | 0.2% | +10.3% | 10.130% | |
1/31/2024 | Beaumont Financial Advisors LLC | 500,316 | $30.56M | 2.8% | +33.9% | 7.097% | |
1/30/2024 | Avior Wealth Management LLC | 218,522 | $13.35M | 0.8% | N/A | 3.100% | |
1/29/2024 | Perigon Wealth Management LLC | 19,716 | $1.20M | 0.0% | N/A | 0.280% | |
1/29/2024 | Sutton Place Investors LLC | 5,135 | $314K | 0.2% | +3.4% | 0.073% | |
1/25/2024 | Strategic Blueprint LLC | 18,545 | $1.13M | 0.1% | +2.5% | 0.263% | |
1/24/2024 | Private Trust Co. NA | 4,852 | $296K | 0.0% | N/A | 0.069% | |
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1/23/2024 | Semus Wealth Partners LLC | 8,980 | $549K | 0.4% | +20.9% | 0.127% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 1,859 | $113K | 0.0% | N/A | 0.026% | |
1/18/2024 | John W. Brooker & Co. CPAs | 37,524 | $2.29M | 1.3% | +30.9% | 0.532% | |
1/18/2024 | Yarger Wealth Strategies LLC | 12,484 | $763K | 0.6% | +79.7% | 0.177% | |
1/18/2024 | Good Life Advisors LLC | 5,485 | $335K | 0.0% | N/A | 0.078% | |
1/17/2024 | Sterling Financial Group Inc. | 356,045 | $21.75M | 12.9% | +44.5% | 5.050% | |
1/17/2024 | Echo Wealth Management LLC | 28,823 | $1.75M | 1.6% | N/A | 0.409% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 150,323 | $9.18M | 0.0% | N/A | 2.132% | |
1/16/2024 | Security Financial Services INC. | 6,767 | $413K | 0.1% | -7.0% | 0.096% | |
1/16/2024 | Raymond James & Associates | 36,592 | $2.24M | 0.0% | N/A | 0.519% | |