5/16/2024 | Kraft Davis & Associates LLC | 101,913 | $9.38M | 2.9% | N/A | 0.312% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 1,010 | $95K | 0.0% | -47.1% | 0.003% | |
5/13/2024 | Ameritas Investment Partners Inc. | 1,452 | $136K | 0.0% | -64.0% | 0.004% | |
5/10/2024 | Osaic Holdings Inc. | 532,222 | $49.89M | 0.1% | +7.4% | 1.629% | |
5/10/2024 | Rodgers & Associates LTD | 26,244 | $2.46M | 0.3% | +8.2% | 0.080% | |
5/10/2024 | Nwam LLC | 15,645 | $1.43M | 0.1% | +28.1% | 0.048% | |
|
5/9/2024 | Landaas & Co. WI ADV | 3,388 | $318K | 0.1% | +9.7% | 0.010% | |
5/8/2024 | Avantax Advisory Services Inc. | 132,538 | $12.42M | 0.1% | +10.3% | 0.406% | |
5/8/2024 | US Bancorp DE | 7,798 | $731K | 0.0% | +1,459.6% | 0.024% | |
5/8/2024 | Thoroughbred Financial Services LLC | 107,179 | $10.05M | 1.0% | -7.2% | 0.328% | |
5/7/2024 | Concurrent Investment Advisors LLC | 12,205 | $1.14M | 0.0% | +18.2% | 0.037% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 5,797 | $543K | 0.0% | +50.1% | 0.018% | |
5/4/2024 | Geneos Wealth Management Inc. | 28,752 | $2.70M | 0.1% | +2.4% | 0.088% | |
5/4/2024 | Glassman Wealth Services | 745 | $70K | 0.0% | N/A | 0.002% | |
5/3/2024 | WealthTrust Asset Management LLC | 2,650 | $248K | 0.2% | N/A | 0.008% | |
5/3/2024 | GSA Capital Partners LLP | 5,340 | $501K | 0.0% | +3.4% | 0.016% | |
5/3/2024 | Absolute Capital Management LLC | 105,656 | $9.90M | 6.3% | -3.9% | 0.323% | |
5/1/2024 | Janney Montgomery Scott LLC | 18,272 | $1.71M | 0.0% | +25.3% | 0.056% | |
5/1/2024 | Klingman & Associates LLC | 246,225 | $23.08M | 1.6% | +5.0% | 0.753% | |
4/30/2024 | Private Advisor Group LLC | 125,539 | $11.77M | 0.1% | +5.3% | 0.384% | |
4/30/2024 | Consolidated Portfolio Review Corp | 26,921 | $2.52M | 0.7% | +0.9% | 0.082% | |
4/29/2024 | Commonwealth Equity Services LLC | 298,170 | $27.95M | 0.0% | +4.2% | 0.912% | |
4/26/2024 | MONECO Advisors LLC | 61,898 | $5.80M | 0.9% | +14.3% | 0.192% | |
4/25/2024 | Allworth Financial LP | 2,325,189 | $217.94M | 1.5% | -2.0% | 7.214% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 38,241 | $3.58M | 0.0% | +7.8% | 0.119% | |
4/24/2024 | Simplicity Wealth LLC | 4,240 | $397K | 0.0% | N/A | 0.013% | |
4/24/2024 | Essex Financial Services Inc. | 2,418 | $227K | 0.0% | N/A | 0.008% | |
4/23/2024 | Global Retirement Partners LLC | 81,746 | $7.66M | 0.3% | +46.0% | 0.254% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 23,721 | $2.22M | 0.2% | +33.1% | 0.074% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 559,357 | $52.43M | 0.1% | +95.3% | 1.736% | |
4/22/2024 | PFG Investments LLC | 26,921 | $2.52M | 0.2% | N/A | 0.084% | |
4/22/2024 | Raymond James & Associates | 78,793 | $7.39M | 0.0% | +30.2% | 0.244% | |
4/19/2024 | Kovack Advisors Inc. | 17,261 | $1.62M | 0.2% | -9.0% | 0.054% | |
4/19/2024 | E&G Advisors LP | 3,650 | $342K | 0.1% | -3.9% | 0.011% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 6,370 | $597K | 0.0% | +113.8% | 0.020% | |
4/16/2024 | ERn Financial LLC | 372,764 | $34.94M | 6.1% | +0.1% | 1.157% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 36,312 | $3.40M | 0.1% | -16.9% | 0.113% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 11,964 | $1.12M | 0.6% | +33.9% | 0.037% | |
4/15/2024 | Brookstone Capital Management | 31,405 | $2.94M | 0.1% | +23.1% | 0.097% | |
4/15/2024 | Flagstar Advisors Inc. | 2,212 | $207K | 0.1% | N/A | 0.007% | |
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4/12/2024 | Wealth Management Partners LLC | 63,962 | $6.00M | 3.0% | -5.4% | 0.198% | |
4/12/2024 | Global Assets Advisory LLC | 37,372 | $3.50M | 0.0% | N/A | 0.116% | |
4/12/2024 | AdvisorNet Financial Inc | 28,591 | $2.68M | 0.3% | +3.9% | 0.114% | |
4/11/2024 | Cadent Capital Advisors LLC | 119,002 | $11.15M | 4.4% | N/A | 0.476% | |
4/8/2024 | Tompkins Financial Corp | 42,898 | $4.02M | 0.5% | -5.7% | 0.172% | |
4/8/2024 | RVW Wealth LLC | 64,442 | $6.04M | 0.6% | -5.2% | 0.258% | |
3/5/2024 | Fisher Asset Management LLC | 2,471 | $211K | 0.0% | N/A | 0.010% | |
2/16/2024 | Harbour Investments Inc. | 84,542 | $7.22M | 0.3% | +9.0% | 0.338% | |
2/13/2024 | Cetera Advisor Networks LLC | 63,242 | $5.40M | 0.0% | +10.9% | 0.253% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 58,078 | $4.96M | 3.7% | -4.0% | 0.232% | |
2/12/2024 | Stifel Financial Corp | 150,425 | $12.84M | 0.0% | +538.1% | 0.602% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 15,177 | $1.30M | 0.0% | +13.1% | 0.061% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 17,824 | $1.52M | 0.1% | +211.4% | 0.071% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 35,476 | $3.03M | 0.0% | -16.4% | 0.142% | |
2/9/2024 | EverSource Wealth Advisors LLC | 71,731 | $6.12M | 0.6% | +16.3% | 0.287% | |
2/9/2024 | Wells Fargo & Company MN | 463,847 | $39.59M | 0.0% | +19.6% | 1.855% | |
2/9/2024 | Thoroughbred Financial Services LLC | 115,454 | $9.85M | 0.8% | +8.5% | 0.462% | |
2/9/2024 | UBS Group AG | 528,129 | $45.07M | 0.0% | +19.8% | 2.113% | |
2/8/2024 | Level Four Advisory Services LLC | 20,649 | $1.76M | 0.1% | -26.9% | 0.083% | |
2/8/2024 | Financial Advocates Investment Management | 19,567 | $1.67M | 0.1% | +1.1% | 0.078% | |
2/8/2024 | Kingsview Wealth Management LLC | 2,558 | $218K | 0.0% | N/A | 0.010% | |
2/8/2024 | Janney Montgomery Scott LLC | 14,578 | $1.24M | 0.0% | +17.0% | 0.058% | |
2/7/2024 | Avantax Advisory Services Inc. | 120,188 | $10.26M | 0.1% | -0.5% | 0.481% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 3,861 | $329K | 0.0% | N/A | 0.015% | |
2/7/2024 | Acorn Wealth Advisors LLC | 8,149 | $695K | 0.4% | -12.0% | 0.033% | |
2/7/2024 | Principal Securities Inc. | 5,718 | $488K | 0.0% | N/A | 0.023% | |
2/6/2024 | Lincoln National Corp | 22,115 | $1.89M | 0.0% | +2.6% | 0.088% | |
2/6/2024 | Private Advisor Group LLC | 119,181 | $10.17M | 0.1% | +28.2% | 0.477% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 43,687 | $3.73M | 0.1% | +32.7% | 0.175% | |
2/6/2024 | Solano Wealth Management Inc. | 26,451 | $2.26M | 1.4% | +0.7% | 0.106% | |
2/6/2024 | Merit Financial Group LLC | 39,141 | $3.34M | 0.1% | +1.9% | 0.157% | |
2/6/2024 | Commonwealth Equity Services LLC | 286,165 | $24.42M | 0.0% | +12.6% | 1.145% | |
2/6/2024 | Fisher Asset Management LLC | 2,471 | $211K | 0.0% | N/A | 0.010% | |
2/6/2024 | Great Valley Advisor Group Inc. | 10,896 | $930K | 0.0% | -4.8% | 0.044% | |
2/5/2024 | Kestra Private Wealth Services LLC | 3,813 | $325K | 0.0% | +3.8% | 0.015% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 108,768 | $9.28M | 2.6% | -8.1% | 0.435% | |
2/2/2024 | Absolute Capital Management LLC | 109,998 | $9.39M | 8.5% | +38.9% | 0.440% | |
2/2/2024 | Kovack Advisors Inc. | 18,960 | $1.62M | 0.2% | N/A | 0.076% | |
2/2/2024 | Rodgers & Associates LTD | 24,254 | $2.07M | 0.3% | -2.0% | 0.097% | |
2/2/2024 | Atria Wealth Solutions Inc. | 89,569 | $7.64M | 0.1% | -4.1% | 0.358% | |
2/1/2024 | Kelman Lazarov Inc. | 34,554 | $2.95M | 0.6% | -3.8% | 0.138% | |
2/1/2024 | Sigma Planning Corp | 5,101 | $435K | 0.0% | -64.0% | 0.020% | |
1/31/2024 | Resonant Capital Advisors LLC | 74,227 | $6.34M | 0.6% | -0.6% | 0.297% | |
1/31/2024 | Western Wealth Management LLC | 60,033 | $5.12M | 0.4% | +2.5% | 0.240% | |
1/30/2024 | Wealth Alliance | 2,500 | $213K | 0.0% | N/A | 0.010% | |
1/29/2024 | Consolidated Portfolio Review Corp | 26,674 | $2.28M | 0.5% | +0.6% | 0.107% | |
1/29/2024 | Klingman & Associates LLC | 234,515 | $20.01M | 1.5% | +11.3% | 0.938% | |
1/29/2024 | Aspire Capital Advisors LLC | 78,772 | $6.72M | 2.7% | +7.4% | 0.315% | |
1/29/2024 | Fusion Family Wealth LLC | 1,329,564 | $113.47M | 12.8% | 0.0% | 5.318% | |
1/26/2024 | Geneos Wealth Management Inc. | 28,086 | $2.40M | 0.1% | +29.2% | 0.112% | |
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1/25/2024 | International Assets Investment Management LLC | 13,407 | $1.14M | 0.0% | N/A | 0.054% | |
1/24/2024 | Stratos Wealth Partners LTD. | 132,190 | $11.28M | 0.2% | +21.0% | 0.529% | |
1/24/2024 | Allworth Financial LP | 2,371,461 | $202.38M | 1.5% | +0.2% | 9.486% | |
1/24/2024 | International Assets Investment Management LLC | 13,407 | $1.14M | 0.0% | N/A | 0.054% | |
1/24/2024 | Private Trust Co. NA | 2,329 | $199K | 0.0% | +12.2% | 0.009% | |
1/23/2024 | Denver Wealth Management Inc. | 101,876 | $8.69M | 4.9% | +9.9% | 0.408% | |
1/19/2024 | AdvisorNet Financial Inc | 27,515 | $2.35M | 0.2% | +92.5% | 0.110% | |
1/19/2024 | ERn Financial LLC | 372,426 | $31.47M | 5.9% | -0.4% | 1.490% | |
1/18/2024 | Global Retirement Partners LLC | 55,980 | $4.74M | 0.2% | +323.0% | 0.224% | |
1/17/2024 | Kozak & Associates Inc. | 341,701 | $28.92M | 9.2% | +37.7% | 1.367% | |