5/14/2024 | Lake Street Advisors Group LLC | 6,830 | $240K | 0.0% | N/A | 0.006% | |
5/13/2024 | Rockport Wealth LLC | 20,850 | $734K | 0.3% | N/A | 0.018% | |
5/10/2024 | Osaic Holdings Inc. | 1,116,907 | $39.31M | 0.1% | -1.0% | 0.986% | |
5/9/2024 | Blair William & Co. IL | 72,842 | $2.56M | 0.0% | +1.0% | 0.064% | |
5/9/2024 | Condor Capital Management | 249,690 | $8.79M | 0.9% | -1.0% | 0.220% | |
5/9/2024 | Interchange Capital Partners LLC | 22,798 | $823K | 0.6% | +7.3% | 0.020% | |
|
5/9/2024 | Koshinski Asset Management Inc. | 96,692 | $3.40M | 0.3% | -40.7% | 0.085% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 921,223 | $32.42M | 2.0% | +1.2% | 0.813% | |
5/8/2024 | Advisors Preferred LLC | 10,497 | $370K | 0.1% | N/A | 0.009% | |
5/7/2024 | Verus Capital Partners LLC | 11,545 | $406K | 0.0% | -36.3% | 0.010% | |
5/7/2024 | Oppenheimer & Co. Inc. | 18,078 | $636K | 0.0% | +2.7% | 0.016% | |
5/7/2024 | PFG Advisors | 46,305 | $1.63M | 0.1% | -7.5% | 0.041% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 21,794 | $767K | 0.0% | -2.7% | 0.019% | |
5/6/2024 | Advisory Services Network LLC | 138,288 | $4.87M | 0.1% | -5.1% | 0.122% | |
5/6/2024 | Advisory Alpha LLC | 27,397 | $964K | 0.0% | -1.7% | 0.024% | |
5/4/2024 | Geneos Wealth Management Inc. | 27,125 | $955K | 0.0% | -5.8% | 0.024% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 186,891 | $6.58M | 3.5% | -1.1% | 0.165% | |
5/3/2024 | Patron Partners LLC | 20,487 | $721K | 0.4% | -7.9% | 0.018% | |
5/2/2024 | Graypoint LLC | 427,746 | $15.05M | 1.1% | N/A | 0.378% | |
5/1/2024 | StoneX Group Inc. | 367,018 | $12.92M | 1.4% | N/A | 0.324% | |
5/1/2024 | Janney Montgomery Scott LLC | 424,736 | $14.95M | 0.0% | +3.3% | 0.375% | |
5/1/2024 | BNP Paribas Financial Markets | 400,695 | $14.10M | 0.0% | +100.0% | 0.354% | |
5/1/2024 | Northcape Wealth Management LLC | 6,243 | $220K | 0.1% | N/A | 0.006% | |
5/1/2024 | Sequoia Financial Advisors LLC | 8,620 | $303K | 0.0% | N/A | 0.008% | |
4/30/2024 | Private Advisor Group LLC | 326,759 | $11.50M | 0.1% | -3.3% | 0.288% | |
4/30/2024 | J.W. Cole Advisors Inc. | 6,180 | $217K | 0.0% | N/A | 0.005% | |
4/30/2024 | Hartline Investment Corp | 67,621 | $2.38M | 0.4% | N/A | 0.060% | |
4/30/2024 | Mitchell Sinkler & Starr PA | 7,500 | $264K | 0.1% | -85.9% | 0.007% | |
4/30/2024 | Summit Place Financial Advisors LLC | 20,460 | $720K | 0.4% | -9.9% | 0.018% | |
4/29/2024 | Commonwealth Equity Services LLC | 397,328 | $13.98M | 0.0% | +97.5% | 0.351% | |
4/26/2024 | Rocky Mountain Advisers LLC | 1,211 | $43K | 0.0% | +142.2% | 0.001% | |
4/26/2024 | Sage Rhino Capital LLC | 146,979 | $5.17M | 1.2% | -4.3% | 0.130% | |
4/26/2024 | MONECO Advisors LLC | 5,725 | $201K | 0.0% | -23.4% | 0.005% | |
4/25/2024 | Capital Investment Advisory Services LLC | 9,247 | $325K | 0.0% | -6.0% | 0.008% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 336,138 | $11.83M | 0.0% | +5.5% | 0.297% | |
4/24/2024 | Activest Wealth Management | 406,052 | $14.29M | 6.9% | +8.2% | 0.358% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 790 | $28K | 0.0% | N/A | 0.001% | |
4/24/2024 | Hartford Financial Management Inc. | 93,553 | $3.29M | 0.7% | -3.2% | 0.083% | |
4/24/2024 | Smith Anglin Financial LLC | 150,750 | $5.31M | 0.5% | +10.5% | 0.133% | |
4/23/2024 | Global Retirement Partners LLC | 1,541 | $54K | 0.0% | -34.1% | 0.001% | |
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4/23/2024 | Arbor Investment Advisors LLC | 6,914 | $243K | 0.0% | -7.6% | 0.006% | |
4/23/2024 | Canvas Wealth Advisors LLC | 8,807 | $291K | 0.1% | -71.7% | 0.008% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,051,801 | $37.01M | 0.1% | -25.6% | 0.928% | |
4/22/2024 | Strategic Financial Concepts LLC | 7,330 | $258K | 0.1% | N/A | 0.006% | |
4/22/2024 | Rovin Capital UT ADV | 13,023 | $458K | 0.2% | -32.4% | 0.011% | |
4/22/2024 | PFG Investments LLC | 8,954 | $315K | 0.0% | -16.6% | 0.008% | |
4/22/2024 | Raymond James & Associates | 345,958 | $12.17M | 0.0% | -9.8% | 0.305% | |
4/22/2024 | MBL Wealth LLC | 122,125 | $4.30M | 0.5% | +76.0% | 0.108% | |
4/19/2024 | Yoder Wealth Management Inc. | 122,662 | $4.32M | 2.8% | -1.7% | 0.108% | |
4/19/2024 | Monument Capital Management | 152,035 | $5.35M | 1.5% | +108.4% | 0.145% | |
4/18/2024 | SeaCrest Wealth Management LLC | 51,166 | $1.80M | 0.2% | +5.6% | 0.049% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 3,710 | $131K | 0.0% | N/A | 0.004% | |
4/18/2024 | Raub Brock Capital Management LP | 142,071 | $5.00M | 1.1% | N/A | 0.136% | |
4/18/2024 | Horizon Wealth Management LLC | 65,683 | $2.31M | 0.6% | -0.8% | 0.063% | |
4/18/2024 | Fifth Third Securities Inc. | 162,552 | $5.72M | 0.6% | -4.8% | 0.155% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 451,490 | $15.89M | 0.9% | +1.7% | 0.431% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 37,126 | $1.24M | 0.5% | +43.3% | 0.035% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 289,833 | $10.20M | 0.0% | +5.2% | 0.277% | |
4/15/2024 | Cascade Wealth Advisors Inc | 249,319 | $8.47M | 7.2% | N/A | 0.238% | |
4/15/2024 | Brookstone Capital Management | 6,084 | $214K | 0.0% | -6.4% | 0.006% | |
4/15/2024 | Atlas Capital Advisors LLC | 25,610 | $901K | 0.1% | +4.6% | 0.024% | |
4/15/2024 | Ehrlich Financial Group | 24,081 | $847K | 0.7% | +5.2% | 0.023% | |
4/15/2024 | Davis Investment Partners LLC | 1,713,354 | $58.99M | 25.8% | -2.3% | 1.636% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 50,038 | $1.76M | 0.1% | +4.4% | 0.048% | |
4/12/2024 | Crane Advisory LLC | 31,040 | $1.07M | 0.2% | N/A | 0.030% | |
4/12/2024 | Global Assets Advisory LLC | 48,766 | $1.72M | 0.0% | N/A | 0.047% | |
4/11/2024 | Royal Fund Management LLC | 114,137 | $4.02M | 0.4% | +6.8% | 0.109% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 57,156 | $2.01M | 0.9% | +5.2% | 0.055% | |
4/11/2024 | SignalPoint Asset Management LLC | 228,312 | $8.04M | 2.2% | -5.7% | 0.218% | |
4/11/2024 | RFG Advisory LLC | 44,476 | $1.57M | 0.1% | +3.4% | 0.042% | |
4/10/2024 | Park Avenue Securities LLC | 107,557 | $3.79M | 0.0% | +5.3% | 0.103% | |
4/10/2024 | Walker Asset Management LLC | 89,999 | $3.17M | 2.1% | -4.2% | 0.086% | |
4/10/2024 | Banque Cantonale Vaudoise | 10,015 | $352K | 0.0% | -9.1% | 0.010% | |
4/10/2024 | Legacy Private Trust Co. | 87,949 | $3.10M | 0.2% | +30.4% | 0.084% | |
4/9/2024 | Collective Family Office LLC | 8,000 | $282K | 0.1% | -20.0% | 0.008% | |
4/9/2024 | Neville Rodie & Shaw Inc. | 167,827 | $5.91M | 0.5% | +12.2% | 0.160% | |
4/5/2024 | Capital Market Strategies LLC | 89,444 | $3.15M | 2.4% | +4.4% | 0.085% | |
3/22/2024 | PNC Financial Services Group Inc. | 7,714 | $252K | 0.0% | N/A | 0.007% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 24,526 | $801K | 0.0% | N/A | 0.023% | |
3/13/2024 | MONECO Advisors LLC | 7,475 | $244K | 0.0% | -3.9% | 0.007% | |
3/12/2024 | Rovin Capital UT ADV | 19,263 | $629K | 0.3% | N/A | 0.018% | |
3/5/2024 | Fisher Asset Management LLC | 14,470 | $472K | 0.0% | N/A | 0.014% | |
2/28/2024 | EP Wealth Advisors LLC | 48,814 | $1.59M | 0.0% | N/A | 0.047% | |
2/15/2024 | Biltmore Family Office LLC | 79,113 | $2.58M | 0.5% | N/A | 0.076% | |
2/15/2024 | Comerica Bank | 39,262 | $1.28M | 0.0% | N/A | 0.037% | |
2/14/2024 | Chicago Wealth Management Inc. | 257,458 | $8.40M | 5.7% | N/A | 0.246% | |
2/14/2024 | Vista Investment Management | 88,670 | $2.89M | 1.3% | N/A | 0.085% | |
2/14/2024 | Regal Investment Advisors LLC | 200,117 | $6.53M | 0.5% | N/A | 0.191% | |
2/14/2024 | Cassaday & Co Wealth Management LLC | 8,480 | $277K | 0.0% | N/A | 0.008% | |
2/13/2024 | Stephens Inc. AR | 97,484 | $3.18M | 0.1% | N/A | 0.093% | |
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2/13/2024 | Exencial Wealth Advisors LLC | 7,766 | $253K | 0.0% | N/A | 0.007% | |
2/13/2024 | Per Stirling Capital Management LLC. | 9,585 | $313K | 0.1% | N/A | 0.009% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,698 | $88K | 0.0% | N/A | 0.003% | |
2/13/2024 | CIBC Private Wealth Group LLC | 19,561 | $638K | 0.0% | N/A | 0.019% | |
2/13/2024 | Laurel Wealth Advisors LLC | 7,170 | $234K | 0.0% | N/A | 0.007% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 208,452 | $6.80M | 3.2% | N/A | 0.199% | |
2/12/2024 | Tradition Wealth Management LLC | 54,212 | $1.77M | 0.2% | N/A | 0.052% | |
2/12/2024 | Condor Capital Management | 252,108 | $8.23M | 0.9% | N/A | 0.241% | |
2/12/2024 | Brown Brothers Harriman & Co. | 21,000 | $685K | 0.0% | N/A | 0.020% | |
2/12/2024 | Goldstein Advisors LLC | 28,172 | $920K | 0.2% | N/A | 0.027% | |