5/9/2024 | Fortis Capital Advisors LLC | 7,254 | $585K | 0.2% | N/A | 0.001% | |
5/9/2024 | Souders Financial Advisors | 302,292 | $24.37M | 3.8% | +2.1% | 0.043% | |
5/9/2024 | Texas Yale Capital Corp. | 58,347 | $4.71M | 0.2% | +12.8% | 0.008% | |
5/9/2024 | Miramar Capital LLC | 10,840 | $848K | 0.2% | +1.4% | 0.002% | |
5/9/2024 | New Insight Wealth Advisors | 141,269 | $11.39M | 7.1% | +0.7% | 0.020% | |
5/9/2024 | Koshinski Asset Management Inc. | 275,718 | $22.23M | 2.3% | -4.9% | 0.039% | |
|
5/8/2024 | Cozad Asset Management Inc. | 183,674 | $14.81M | 1.5% | +3.3% | 0.026% | |
5/8/2024 | Bell Investment Advisors Inc | 108,176 | $8.72M | 1.7% | +2.3% | 0.015% | |
5/8/2024 | MAI Capital Management | 260,593 | $21.01M | 0.2% | +5.8% | 0.037% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 2,577 | $208K | 0.0% | N/A | 0.000% | |
5/8/2024 | Sheets Smith Wealth Management | 115,068 | $9.28M | 1.0% | -0.7% | 0.016% | |
5/8/2024 | Ethos Financial Group LLC | 100,242 | $8.09M | 1.5% | +0.6% | 0.014% | |
5/8/2024 | Paladin Advisory Group LLC | 50,538 | $4.05M | 3.2% | -4.7% | 0.007% | |
5/8/2024 | Bleakley Financial Group LLC | 9,360 | $755K | 0.0% | -4.2% | 0.001% | |
5/8/2024 | Great Diamond Partners LLC | 13,420 | $1.08M | 0.2% | -3.9% | 0.002% | |
5/8/2024 | Heritage Wealth Advisors | 1,802 | $145K | 0.0% | +1,101.3% | 0.000% | |
5/8/2024 | Avantax Advisory Services Inc. | 7,775,195 | $626.91M | 5.6% | +4.0% | 1.111% | |
5/8/2024 | US Bancorp DE | 52,017 | $4.19M | 0.0% | +32.8% | 0.007% | |
5/8/2024 | Russell Investments Group Ltd. | 831 | $67K | 0.0% | N/A | 0.000% | |
5/8/2024 | Cornerstone Planning Group LLC | 412,214 | $32.14M | 10.0% | +7.1% | 0.059% | |
5/8/2024 | QRG Capital Management Inc. | 6,193 | $499K | 0.0% | N/A | 0.001% | |
5/8/2024 | Trademark Financial Management LLC | 20,252 | $1.63M | 1.4% | -6.2% | 0.003% | |
5/8/2024 | Headlands Technologies LLC | 3,902 | $315K | 0.1% | +221.9% | 0.001% | |
5/8/2024 | Verus Financial Partners Inc. | 295,333 | $23.81M | 2.8% | +3.7% | 0.042% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 2,610 | $210K | 0.0% | N/A | 0.000% | |
5/8/2024 | Semus Wealth Partners LLC | 21,394 | $1.73M | 1.5% | -46.7% | 0.003% | |
5/8/2024 | Keeler Thomas Management LLC | 8,903 | $718K | 0.2% | -47.5% | 0.001% | |
5/8/2024 | Thoroughbred Financial Services LLC | 141,690 | $11.42M | 1.1% | -11.6% | 0.020% | |
5/7/2024 | Verus Capital Partners LLC | 104,819 | $8.45M | 0.9% | -5.7% | 0.015% | |
5/7/2024 | Capital Square LLC | 32,229 | $2.60M | 1.8% | N/A | 0.005% | |
5/7/2024 | Choate Investment Advisors | 48,580 | $3.92M | 0.1% | +22.0% | 0.007% | |
5/7/2024 | Fiduciary Family Office LLC | 5,000 | $403K | 0.2% | -10.7% | 0.001% | |
5/7/2024 | Sei Investments Co. | 70,002 | $5.64M | 0.0% | -6.9% | 0.010% | |
5/7/2024 | Abbrea Capital LLC | 32,887 | $2.65M | 0.3% | +1.4% | 0.005% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 42,403 | $3.42M | 0.7% | -0.5% | 0.006% | |
5/7/2024 | GW Henssler & Associates Ltd. | 3,845 | $310K | 0.0% | -8.1% | 0.001% | |
5/7/2024 | Stonebrook Private Inc. | 10,239 | $826K | 0.2% | +17.7% | 0.001% | |
5/7/2024 | Concurrent Investment Advisors LLC | 19,005 | $1.53M | 0.1% | +332.8% | 0.003% | |
5/7/2024 | Keudell Morrison Wealth Management | 173,990 | $14.03M | 4.2% | +9.9% | 0.025% | |
5/7/2024 | TCI Wealth Advisors Inc. | 3,170 | $256K | 0.0% | N/A | 0.000% | |
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5/7/2024 | BCGM Wealth Management LLC | 36,651 | $2.96M | 1.1% | -75.3% | 0.005% | |
5/7/2024 | WealthPLAN Partners LLC | 61,646 | $4.97M | 0.5% | -3.4% | 0.009% | |
5/7/2024 | Keating Investment Counselors Inc. | 12,923 | $1.04M | 0.3% | -13.6% | 0.002% | |
5/7/2024 | 49 Wealth Management LLC | 6,928 | $555K | 0.1% | +25.8% | 0.001% | |
5/7/2024 | CarsonAllaria Wealth Management Ltd. | 321 | $26K | 0.0% | N/A | 0.000% | |
5/7/2024 | KCM Investment Advisors LLC | 64,787 | $5.22M | 0.2% | -2.1% | 0.009% | |
5/7/2024 | Smithfield Trust Co | 50,835 | $4.10M | 0.2% | -9.1% | 0.007% | |
5/7/2024 | Bernardo Wealth Planning LLC | 2,607 | $210K | 0.1% | N/A | 0.000% | |
5/7/2024 | Pillar Wealth Advisors LLC | 40,097 | $3.23M | 2.4% | +21.9% | 0.006% | |
5/7/2024 | LPF Advisors LLC | 40,694 | $3.28M | 3.3% | +10.6% | 0.006% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 40,532 | $3.27M | 0.0% | -27.9% | 0.006% | |
5/7/2024 | Oppenheimer & Co. Inc. | 107,238 | $8.65M | 0.1% | +15.1% | 0.015% | |
5/7/2024 | PFG Advisors | 232,549 | $18.75M | 1.4% | +4.0% | 0.033% | |
5/7/2024 | Guardian Asset Advisors LLC | 13,563 | $1.09M | 0.9% | +13.6% | 0.002% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 22,782 | $1.84M | 0.1% | +7.2% | 0.003% | |
5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 4,223 | $340K | 0.0% | -12.8% | 0.001% | |
5/7/2024 | Wealthspire Advisors LLC | 5,035,345 | $406M | 5.4% | -3.1% | 0.720% | |
5/7/2024 | Insight Advisors LLC PA | 27,309 | $2.20M | 0.4% | +149.6% | 0.004% | |
5/7/2024 | Marquette Asset Management LLC | 655,395 | $52.85M | 9.2% | -5.7% | 0.094% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 95,461 | $7.70M | 0.0% | -1.5% | 0.014% | |
5/6/2024 | HBC Financial Services PLLC | 7,180 | $552K | 0.4% | +8.1% | 0.001% | |
5/6/2024 | SYM FINANCIAL Corp | 44,942 | $3.62M | 0.6% | -62.0% | 0.006% | |
5/6/2024 | Kades & Cheifetz LLC | 196,875 | $15.87M | 10.2% | +2.4% | 0.028% | |
5/6/2024 | VitalStone Financial LLC | 16,416 | $1.32M | 1.0% | -13.9% | 0.002% | |
5/6/2024 | Advisory Services Network LLC | 199,431 | $16.08M | 0.4% | +2.2% | 0.029% | |
5/6/2024 | TFG Advisers LLC | 2,955 | $238K | 0.1% | N/A | 0.000% | |
5/6/2024 | Advisory Alpha LLC | 13,488 | $1.09M | 0.0% | +5.3% | 0.002% | |
5/4/2024 | Howland Capital Management LLC | 3,205 | $258K | 0.0% | N/A | 0.000% | |
5/4/2024 | Evergreen Advisors LLC | 429,265 | $34.61M | 10.6% | +1.9% | 0.061% | |
5/4/2024 | Geneos Wealth Management Inc. | 22,526 | $1.82M | 0.1% | -30.1% | 0.003% | |
5/4/2024 | 9258 Wealth Management LLC | 8,407 | $678K | 0.1% | N/A | 0.001% | |
5/4/2024 | Valley Wealth Managers Inc. | 9,081 | $732K | 0.1% | -8.0% | 0.001% | |
5/4/2024 | Team Hewins LLC | 4,345 | $350K | 0.0% | +5.6% | 0.001% | |
5/4/2024 | Commonwealth Retirement Investments LLC | 29,310 | $2.36M | 1.1% | -4.7% | 0.004% | |
5/4/2024 | Paulson Wealth Management Inc. | 27,971 | $2.26M | 0.7% | -3.0% | 0.004% | |
5/4/2024 | Csenge Advisory Group | 184,195 | $14.85M | 0.8% | -0.1% | 0.026% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 53,258 | $4.29M | 2.3% | +3.1% | 0.008% | |
5/4/2024 | Glassman Wealth Services | 2,398 | $193K | 0.0% | +7.1% | 0.000% | |
5/3/2024 | Carson Advisory Inc. | 4,864 | $392K | 0.3% | -6.1% | 0.001% | |
5/3/2024 | Avidian Wealth Solutions LLC | 24,854 | $2.00M | 0.1% | -4.0% | 0.004% | |
5/3/2024 | TFB Advisors LLC | 4,171 | $321K | 0.1% | N/A | 0.001% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 72,626 | $5.86M | 1.2% | +0.2% | 0.010% | |
5/3/2024 | RIA Advisory Group LLC | 27,662 | $2.23M | 0.9% | +395.3% | 0.004% | |
5/3/2024 | Larson Financial Group LLC | 2,925 | $236K | 0.0% | +9.7% | 0.000% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 12,025 | $970K | 0.1% | N/A | 0.002% | |
5/3/2024 | AA Financial Advisors LLC | 3,743 | $302K | 0.1% | +32.9% | 0.001% | |
5/3/2024 | CapWealth Advisors LLC | 75,884 | $6.12M | 0.7% | -1.4% | 0.011% | |
5/3/2024 | Central Pacific Bank Trust Division | 316 | $25K | 0.0% | N/A | 0.000% | |
5/3/2024 | Wulff Hansen & CO. | 17,112 | $1.38M | 1.4% | +7.4% | 0.002% | |
5/3/2024 | Whittier Trust Co. | 8,647 | $697K | 0.0% | -55.0% | 0.001% | |
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5/2/2024 | Mutual Advisors LLC | 192,721 | $15.54M | 0.5% | -2.3% | 0.028% | |
5/2/2024 | Diversified LLC | 1,128,581 | $91.00M | 12.5% | +493.3% | 0.161% | |
5/2/2024 | Paradigm Strategies in Wealth Management LLC | 227,538 | $18.35M | 11.3% | +1.4% | 0.033% | |
5/2/2024 | Smart Money Group LLC | 90,458 | $6.96M | 2.7% | -69.5% | 0.013% | |
5/2/2024 | Salomon & Ludwin LLC | 7,604 | $613K | 0.1% | +10.6% | 0.001% | |
5/2/2024 | Pegasus Asset Management Inc. | 3,939 | $318K | 0.1% | +4.5% | 0.001% | |
5/2/2024 | First Command Advisory Services Inc. | 188,752 | $15.21M | 0.2% | +4.3% | 0.027% | |
5/2/2024 | USAdvisors Wealth Management LLC | 86,567 | $6.95M | 2.6% | -16.6% | 0.012% | |
5/2/2024 | Financial Counselors Inc. | 151,430 | $12.21M | 0.2% | -44.1% | 0.022% | |
5/2/2024 | Pacific Wealth Strategies Group Inc. | 17,958 | $1.45M | 1.2% | +1.7% | 0.003% | |