5/14/2024 | Evermay Wealth Management LLC | 463 | $35K | 0.0% | N/A | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 104,668 | $7.96M | 0.0% | -89.4% | 0.304% | |
5/10/2024 | Rodgers & Associates LTD | 209,729 | $15.94M | 2.0% | +3.2% | 0.610% | |
5/10/2024 | TIAA Trust National Association | 642,775 | $48.85M | 0.1% | -1.6% | 1.869% | |
5/10/2024 | Broadview Financial Management LLC | 9,081 | $690K | 0.5% | +2.7% | 0.026% | |
5/9/2024 | Barden Capital Management Inc. | 21,733 | $1.65M | 1.6% | -25.4% | 0.063% | |
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5/9/2024 | Condor Capital Management | 5,016 | $381K | 0.0% | -12.8% | 0.015% | |
5/9/2024 | Koshinski Asset Management Inc. | 49,859 | $3.79M | 0.4% | N/A | 0.145% | |
5/8/2024 | Avantax Advisory Services Inc. | 2,754 | $209K | 0.0% | -17.4% | 0.008% | |
5/7/2024 | NorthRock Partners LLC | 598,993 | $45.52M | 3.9% | -2.2% | 1.741% | |
5/7/2024 | WealthPLAN Partners LLC | 4,899 | $372K | 0.0% | +77.5% | 0.014% | |
5/7/2024 | NTV Asset Management LLC | 3,925 | $298K | 0.0% | -43.3% | 0.011% | |
5/7/2024 | PFG Advisors | 7,465 | $567K | 0.0% | -7.5% | 0.022% | |
5/7/2024 | Insight Advisors LLC PA | 5,447 | $414K | 0.1% | -6.7% | 0.016% | |
5/7/2024 | Motive Wealth Advisors | 4,218 | $321K | 0.2% | N/A | 0.012% | |
5/4/2024 | Geneos Wealth Management Inc. | 37,380 | $2.84M | 0.1% | -11.8% | 0.109% | |
5/4/2024 | Csenge Advisory Group | 6,891 | $524K | 0.0% | -42.2% | 0.020% | |
5/3/2024 | Embree Financial Group | 3,161 | $240K | 0.0% | -19.6% | 0.009% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,963 | $301K | 0.0% | +8.1% | 0.012% | |
5/3/2024 | Lutz Financial Services LLC | 665,207 | $50.56M | 4.4% | +3.1% | 1.934% | |
5/2/2024 | Salomon & Ludwin LLC | 11,985 | $911K | 0.1% | +15.6% | 0.035% | |
5/2/2024 | FinTrust Capital Advisors LLC | 150,881 | $11.47M | 2.2% | -2.4% | 0.439% | |
5/2/2024 | Lewis Asset Management LLC | 14,659 | $1.11M | 0.9% | -4.3% | 0.043% | |
5/2/2024 | Moloney Securities Asset Management LLC | 3,661 | $278K | 0.0% | -36.8% | 0.011% | |
5/1/2024 | Klingman & Associates LLC | 345,645 | $26.27M | 1.8% | -1.1% | 1.005% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 2,712 | $206K | 0.0% | -22.8% | 0.008% | |
5/1/2024 | Financial Guidance Group Inc. | 50,015 | $3.80M | 2.5% | +1.8% | 0.145% | |
5/1/2024 | Avior Wealth Management LLC | 164,008 | $12.47M | 0.6% | +6.9% | 0.477% | |
5/1/2024 | Retirement Group LLC | 139,556 | $10.61M | 3.8% | -0.5% | 0.406% | |
5/1/2024 | Wambolt & Associates LLC | 13,814 | $1.04M | 0.3% | -30.9% | 0.040% | |
5/1/2024 | Diversify Advisory Services LLC | 13,430 | $1.01M | 0.1% | N/A | 0.039% | |
4/30/2024 | Private Advisor Group LLC | 61,948 | $4.71M | 0.0% | +3.7% | 0.180% | |
4/30/2024 | Norden Group LLC | 10,369 | $788K | 0.1% | N/A | 0.030% | |
4/30/2024 | Vance Wealth Inc. | 2,653 | $202K | 0.1% | N/A | 0.008% | |
4/30/2024 | Private Wealth Management Group LLC | 144,852 | $11.01M | 5.0% | +3.2% | 0.421% | |
4/29/2024 | Commonwealth Equity Services LLC | 131,314 | $9.98M | 0.0% | +9.1% | 0.382% | |
4/29/2024 | FAS Wealth Partners Inc. | 559,855 | $42.55M | 3.8% | -0.7% | 1.627% | |
4/29/2024 | Benjamin Edwards Inc. | 39,561 | $3.01M | 0.6% | +2.8% | 0.115% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 656,557 | $49.90M | 0.9% | +1.2% | 1.909% | |
4/26/2024 | Prestige Wealth Management Group LLC | 83,605 | $6.35M | 1.4% | +13.0% | 0.243% | |
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4/26/2024 | JNBA Financial Advisors | 256,430 | $19.49M | 2.0% | -26.4% | 0.745% | |
4/26/2024 | First National Trust Co | 333,437 | $25.34M | 1.0% | -9.6% | 0.969% | |
4/26/2024 | MONECO Advisors LLC | 14,072 | $1.07M | 0.2% | +8.2% | 0.041% | |
4/25/2024 | Lodestar Private Asset Management LLC | 34,941 | $2.66M | 0.4% | -1.0% | 0.102% | |
4/25/2024 | IAG Wealth Partners LLC | 63,346 | $4.81M | 1.0% | -1.7% | 0.185% | |
4/24/2024 | Krilogy Financial LLC | 12,788 | $972K | 0.1% | -3.8% | 0.037% | |
4/24/2024 | CENTRAL TRUST Co | 2,740 | $208K | 0.0% | -10.0% | 0.008% | |
4/24/2024 | Smith Anglin Financial LLC | 22,749 | $1.73M | 0.2% | +3.6% | 0.067% | |
4/24/2024 | First Pacific Financial | 349,360 | $26.55M | 7.4% | +1.9% | 1.023% | |
4/23/2024 | Global Retirement Partners LLC | 8,812 | $670K | 0.0% | +26.8% | 0.026% | |
4/23/2024 | McAdam LLC | 240,767 | $18.30M | 1.2% | -1.8% | 0.705% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 70,956 | $5.39M | 0.0% | -62.1% | 0.208% | |
4/22/2024 | Strategic Financial Concepts LLC | 5,964 | $453K | 0.1% | N/A | 0.017% | |
4/22/2024 | Confluence Wealth Services Inc. | 7,405 | $563K | 0.0% | N/A | 0.022% | |
4/22/2024 | Invera Wealth Advisors LLC | 9,909 | $698K | 0.6% | -65.9% | 0.029% | |
4/22/2024 | Centennial Wealth Advisory LLC | 2,925 | $222K | 0.1% | -89.8% | 0.009% | |
4/22/2024 | HF Advisory Group LLC | 10,197 | $775K | 0.4% | +16.9% | 0.030% | |
4/22/2024 | Drive Wealth Management LLC | 10,334 | $785K | 0.2% | -22.1% | 0.030% | |
4/20/2024 | KWB Wealth | 188,465 | $14.32M | 1.9% | -3.4% | 0.552% | |
4/19/2024 | RTD Financial Advisors Inc. | 66,403 | $5.05M | 0.7% | -2.5% | 0.194% | |
4/19/2024 | Capital Wealth Management LLC | 69,113 | $5.25M | 2.5% | +3.2% | 0.202% | |
4/19/2024 | Tradewinds Capital Management LLC | 220,951 | $16.79M | 4.6% | +10,210.4% | 0.647% | |
4/18/2024 | Total Wealth Planning LLC | 102,463 | $7.79M | 1.3% | -3.7% | 0.300% | |
4/18/2024 | Silverlake Wealth Management LLC | 3,970 | $302K | 0.2% | +16.1% | 0.012% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 13,802 | $1.05M | 0.4% | -18.6% | 0.040% | |
4/18/2024 | CCG Wealth Management LLC | 5,759 | $438K | 0.3% | +8.0% | 0.017% | |
4/16/2024 | Occidental Asset Management LLC | 24,826 | $1.89M | 0.4% | +0.6% | 0.073% | |
4/16/2024 | OneAscent Financial Services LLC | 6,146 | $467K | 0.1% | -6.2% | 0.018% | |
4/16/2024 | LongView Wealth Management | 6,711 | $510K | 0.2% | +8.2% | 0.020% | |
4/16/2024 | Courage Miller Partners LLC | 29,073 | $2.21M | 0.8% | +1.3% | 0.085% | |
4/16/2024 | Cypress Wealth Services LLC | 3,958 | $301K | 0.1% | -8.7% | 0.012% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 5,237,228 | $398.03M | 1.0% | +16.0% | 15.336% | |
4/16/2024 | ERn Financial LLC | 219,510 | $16.68M | 2.9% | +0.1% | 0.643% | |
4/15/2024 | Signet Financial Management LLC | 186,548 | $14.18M | 1.9% | -1.6% | 0.546% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 23,356 | $1.78M | 0.1% | +12.0% | 0.068% | |
4/15/2024 | GoalVest Advisory LLC | 369 | $28K | 0.0% | N/A | 0.001% | |
4/15/2024 | Brookstone Capital Management | 9,011 | $685K | 0.0% | -3.4% | 0.026% | |
4/15/2024 | Flagstar Advisors Inc. | 3,202 | $243K | 0.1% | N/A | 0.009% | |
4/13/2024 | IMC Chicago LLC | 28,622 | $2.18M | 0.0% | N/A | 0.084% | |
4/13/2024 | Wallace Advisory Group LLC | 8,190 | $601K | 0.4% | -5.5% | 0.024% | |
4/12/2024 | Ignite Planners LLC | 26,201 | $1.97M | 0.6% | +19.3% | 0.077% | |
4/11/2024 | D. Scott Neal Inc. | 18,211 | $1.38M | 0.9% | -2.8% | 0.053% | |
4/11/2024 | Clarus Wealth Advisors | 57,643 | $4.22M | 2.4% | +1.3% | 0.169% | |
4/10/2024 | Park Avenue Securities LLC | 9,037 | $687K | 0.0% | -67.5% | 0.028% | |
4/5/2024 | Madison Park Capital Advisors LLC | 10,368 | $788K | 0.7% | +5.6% | 0.032% | |
4/2/2024 | Waller Financial Planning Group Inc. | 63,484 | $4.83M | 1.3% | +1.6% | 0.194% | |
4/2/2024 | Marotta Asset Management | 71,753 | $5.45M | 1.1% | -8.6% | 0.219% | |
4/1/2024 | Michael S. Ryan Inc. | 176,554 | $13.42M | 10.6% | +5.7% | 0.538% | |
4/1/2024 | Confluence Investment Management LLC | 326,099 | $24.78M | 0.3% | N/A | 0.994% | |
4/1/2024 | Appleton Partners Inc. MA | 3,058 | $232K | 0.0% | -13.9% | 0.009% | |
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3/22/2024 | PNC Financial Services Group Inc. | 2,394 | $176K | 0.0% | -35.5% | 0.007% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 36,914 | $2.71M | 0.1% | +1,088.1% | 0.113% | |
3/4/2024 | Richardson Financial Services Inc. | 479 | $35K | 0.0% | N/A | 0.001% | |
2/29/2024 | Scarborough Advisors LLC | 2,212 | $162K | 0.0% | N/A | 0.007% | |
2/27/2024 | ARQ Wealth Advisors LLC | 7,251 | $532K | 0.3% | -17.3% | 0.022% | |
2/26/2024 | Centaurus Financial Inc. | 1,821 | $134K | 0.0% | -94.6% | 0.006% | |
2/23/2024 | Chicago Partners Investment Group LLC | 30,811 | $2.21M | 0.1% | +8.3% | 0.094% | |
2/22/2024 | Scarborough Advisors LLC | 474 | $35K | 0.0% | N/A | 0.001% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 21,813 | $1.60M | 1.7% | N/A | 0.067% | |
2/15/2024 | Freedom Investment Management Inc. | 91,796 | $6.74M | 0.5% | -3.7% | 0.280% | |