5/17/2024 | Citizens Financial Group Inc. RI | 45,397 | $3.70M | 0.1% | -1.9% | 0.032% | |
5/17/2024 | National Wealth Management Group LLC | 11,412 | $929K | 0.7% | -4.7% | 0.008% | |
5/17/2024 | Comerica Bank | 3,214 | $262K | 0.0% | -49.1% | 0.002% | |
5/17/2024 | Clear Point Advisors Inc. | 11,882 | $968K | 0.8% | -10.2% | 0.008% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 15,918 | $1.30M | 0.0% | +17.2% | 0.011% | |
5/16/2024 | Vawter Financial Ltd. | 2,543 | $207K | 0.2% | N/A | 0.002% | |
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5/16/2024 | Waverly Advisors LLC | 142,209 | $11.58M | 0.3% | N/A | 0.099% | |
5/16/2024 | Econ Financial Services Corp | 21,017 | $1.71M | 1.1% | -22.2% | 0.015% | |
5/15/2024 | Flow Traders U.S. LLC | 34,798 | $2.83M | 0.2% | +368.2% | 0.024% | |
5/14/2024 | EP Wealth Advisors LLC | 16,927 | $1.38M | 0.0% | -8.3% | 0.012% | |
5/14/2024 | Sculati Wealth Management LLC | 69,744 | $5.68M | 2.4% | -2.3% | 0.049% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 47,094 | $3.84M | 0.8% | -48.0% | 0.033% | |
5/14/2024 | Burns Matteson Capital Management LLC | 12,071 | $983K | 0.6% | -3.3% | 0.008% | |
5/14/2024 | InterOcean Capital Group LLC | 15,548 | $1.27M | 0.0% | -2.3% | 0.011% | |
5/13/2024 | Hilltop Partners LLC | 12,135 | $988K | 0.4% | -11.9% | 0.008% | |
5/13/2024 | Goepper Burkhardt LLC | 15,065 | $1.20M | 0.6% | +6.4% | 0.011% | |
5/13/2024 | Cedar Wealth Management LLC | 14,554 | $1.19M | 0.4% | -1.2% | 0.010% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 4,019 | $327K | 0.0% | +6.6% | 0.003% | |
5/11/2024 | Brogan Financial Inc. | 6,186 | $504K | 0.3% | +3.6% | 0.004% | |
5/11/2024 | Lcnb Corp | 2,560 | $208K | 0.1% | N/A | 0.002% | |
5/11/2024 | Resurgent Financial Advisors LLC | 7,506 | $611K | 0.3% | +100.2% | 0.005% | |
5/11/2024 | Peak Asset Management LLC | 3,049 | $248K | 0.0% | -36.3% | 0.002% | |
5/11/2024 | Exencial Wealth Advisors LLC | 331,433 | $26.99M | 1.0% | +9.2% | 0.231% | |
5/11/2024 | Northern Capital Management Inc. | 85,255 | $6.94M | 4.8% | -2.8% | 0.059% | |
5/10/2024 | Osaic Holdings Inc. | 143,939 | $11.72M | 0.0% | -9.4% | 0.100% | |
5/10/2024 | Blue Barn Wealth LLC | 45,590 | $3.71M | 2.1% | -1.4% | 0.032% | |
5/10/2024 | Fiducient Advisors LLC | 28,036 | $2.28M | 0.5% | N/A | 0.020% | |
5/10/2024 | Towercrest Capital Management | 136,643 | $11.13M | 1.9% | -2.5% | 0.095% | |
5/10/2024 | Kelman Lazarov Inc. | 13,913 | $1.13M | 0.2% | +8.1% | 0.010% | |
5/10/2024 | Nwam LLC | 11,290 | $894K | 0.1% | +2.5% | 0.008% | |
5/9/2024 | ProVise Management Group LLC | 235,340 | $19.16M | 1.7% | -9.4% | 0.164% | |
5/9/2024 | Orion Portfolio Solutions LLC | 10,243 | $834K | 0.0% | +14.0% | 0.007% | |
5/9/2024 | Blair William & Co. IL | 6,932 | $564K | 0.0% | +36.7% | 0.005% | |
5/9/2024 | HBK Sorce Advisory LLC | 217,410 | $17.70M | 0.6% | -21.3% | 0.152% | |
5/9/2024 | Kingsview Wealth Management LLC | 14,509 | $1.18M | 0.0% | +0.9% | 0.010% | |
5/9/2024 | Condor Capital Management | 15,441 | $1.26M | 0.1% | -2.2% | 0.011% | |
5/9/2024 | JBR Co Financial Management Inc | 8,775 | $715K | 0.6% | -5.7% | 0.006% | |
5/9/2024 | Clearwater Capital Advisors LLC | 125,352 | $10.21M | 1.1% | +0.2% | 0.087% | |
5/9/2024 | Souders Financial Advisors | 45,325 | $3.69M | 0.6% | +0.5% | 0.032% | |
5/9/2024 | Koshinski Asset Management Inc. | 203,092 | $16.54M | 1.7% | +1,352.2% | 0.142% | |
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5/8/2024 | Schneider Downs Wealth Management Advisors LP | 82,431 | $6.71M | 1.5% | +1.7% | 0.058% | |
5/8/2024 | Cozad Asset Management Inc. | 10,598 | $863K | 0.1% | -11.0% | 0.007% | |
5/8/2024 | Sheets Smith Wealth Management | 24,443 | $1.99M | 0.2% | -94.5% | 0.017% | |
5/8/2024 | Bleakley Financial Group LLC | 200,958 | $16.36M | 0.5% | +2.0% | 0.140% | |
5/8/2024 | US Bancorp DE | 14,738 | $1.20M | 0.0% | +31.9% | 0.010% | |
5/8/2024 | Watershed Private Wealth LLC | 9,065 | $738K | 0.3% | +95.2% | 0.006% | |
5/8/2024 | Thoroughbred Financial Services LLC | 12,140 | $988K | 0.1% | -6.3% | 0.008% | |
5/7/2024 | NorthRock Partners LLC | 13,800 | $1.12M | 0.1% | -28.5% | 0.010% | |
5/7/2024 | KCM Investment Advisors LLC | 21,861 | $1.78M | 0.1% | -2.8% | 0.015% | |
5/7/2024 | Pillar Wealth Advisors LLC | 112,663 | $9.17M | 6.9% | -7.8% | 0.079% | |
5/7/2024 | PFG Advisors | 15,789 | $1.29M | 0.1% | +5.7% | 0.011% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,856 | $314K | 0.0% | -38.7% | 0.003% | |
5/7/2024 | Wealthspire Advisors LLC | 35,581 | $2.90M | 0.0% | +1.3% | 0.025% | |
5/7/2024 | Marquette Asset Management LLC | 35,141 | $2.86M | 0.5% | -0.5% | 0.025% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 69,449 | $5.66M | 0.0% | +22.4% | 0.048% | |
5/6/2024 | SYM FINANCIAL Corp | 4,753 | $387K | 0.1% | -68.9% | 0.003% | |
5/6/2024 | Gill Capital Partners LLC | 69,660 | $5.32M | 2.2% | +2.6% | 0.049% | |
5/6/2024 | Staley Capital Advisers Inc. | 22,735 | $1.85M | 0.1% | -1.4% | 0.016% | |
5/6/2024 | Advisory Alpha LLC | 1,713,535 | $139.54M | 5.7% | +12.0% | 1.195% | |
5/4/2024 | Blue Square Asset Management LLC | 133,018 | $10.83M | 7.2% | -16.8% | 0.093% | |
5/4/2024 | Beacon Bridge Wealth Partners LLC | 39,579 | $3.22M | 1.5% | -26.8% | 0.028% | |
5/4/2024 | Essex LLC | 169,989 | $13.84M | 3.2% | +7.8% | 0.119% | |
5/4/2024 | DAVENPORT & Co LLC | 418,439 | $34.07M | 0.2% | +6.8% | 0.292% | |
5/4/2024 | Paulson Wealth Management Inc. | 16,869 | $1.37M | 0.4% | -13.1% | 0.012% | |
5/4/2024 | Csenge Advisory Group | 11,598 | $944K | 0.1% | -7.5% | 0.008% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 27,725 | $2.26M | 1.2% | -3.5% | 0.019% | |
5/3/2024 | Embree Financial Group | 15,362 | $1.25M | 0.2% | +4.1% | 0.011% | |
5/3/2024 | Larson Financial Group LLC | 164,372 | $13.39M | 1.0% | -2.3% | 0.115% | |
5/3/2024 | Lutz Financial Services LLC | 202,144 | $16.46M | 1.4% | -0.6% | 0.141% | |
5/3/2024 | Nicollet Investment Management Inc. | 40,157 | $3.27M | 1.2% | +1.0% | 0.028% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 126,157 | $10.27M | 0.3% | -0.4% | 0.088% | |
5/2/2024 | Mutual Advisors LLC | 46,359 | $3.78M | 0.1% | -13.4% | 0.032% | |
5/2/2024 | Paradigm Strategies in Wealth Management LLC | 46,622 | $3.80M | 2.3% | -1.0% | 0.033% | |
5/2/2024 | Graypoint LLC | 15,609 | $1.27M | 0.1% | -1.9% | 0.011% | |
5/2/2024 | Pittenger & Anderson Inc. | 166,147 | $13.53M | 0.5% | +1.1% | 0.116% | |
5/2/2024 | Clear Investment Research LLC | 13,546 | $1.10M | 1.5% | -6.9% | 0.009% | |
5/2/2024 | Vantage Financial Partners LLC | 146,571 | $11.94M | 3.2% | +1.9% | 0.102% | |
5/2/2024 | Lincoln National Corp | 72,314 | $5.89M | 0.1% | +24.0% | 0.050% | |
5/2/2024 | Almanack Investment Partners LLC. | 5,820 | $474K | 0.1% | -22.7% | 0.004% | |
5/2/2024 | Alliance Wealth Management Group | 136,560 | $11.12M | 3.2% | -2.5% | 0.095% | |
5/2/2024 | Choreo LLC | 20,354 | $1.66M | 0.0% | -1.9% | 0.014% | |
5/2/2024 | Schaeffer Financial LLC | 111,859 | $9.11M | 9.1% | -0.3% | 0.078% | |
5/2/2024 | REDW Wealth LLC | 2,495 | $203K | 0.1% | N/A | 0.002% | |
5/2/2024 | High Note Wealth LLC | 240,447 | $19.58M | 6.4% | +50.3% | 0.168% | |
5/1/2024 | Janney Montgomery Scott LLC | 15,094 | $1.23M | 0.0% | -12.3% | 0.011% | |
5/1/2024 | Avior Wealth Management LLC | 104,744 | $8.53M | 0.4% | +0.8% | 0.073% | |
5/1/2024 | Mission Wealth Management LP | 7,588 | $618K | 0.0% | N/A | 0.005% | |
5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 34,190 | $2.78M | 0.2% | -1.5% | 0.024% | |
5/1/2024 | Sequoia Financial Advisors LLC | 28,233 | $2.30M | 0.0% | -1.9% | 0.020% | |
5/1/2024 | Diversify Advisory Services LLC | 4,203 | $340K | 0.0% | N/A | 0.003% | |
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4/30/2024 | Private Advisor Group LLC | 67,744 | $5.52M | 0.0% | -3.0% | 0.047% | |
4/30/2024 | J.W. Cole Advisors Inc. | 14,142 | $1.15M | 0.1% | +15.7% | 0.010% | |
4/30/2024 | Curtis Advisory Group LLC | 5,755 | $469K | 0.2% | -4.4% | 0.004% | |
4/30/2024 | Hartline Investment Corp | 15,989 | $1.30M | 0.2% | +463.2% | 0.011% | |
4/30/2024 | Fairman Group LLC | 1,838 | $150K | 0.1% | +20.4% | 0.001% | |
4/30/2024 | SWS Partners | 29,293 | $2.39M | 0.7% | +31.0% | 0.020% | |
4/30/2024 | LifePlan Financial LLC | 7,503 | $611K | 0.6% | -2.8% | 0.005% | |
4/30/2024 | Saxony Capital Management LLC | 2,995 | $244K | 0.3% | N/A | 0.002% | |
4/30/2024 | Valued Wealth Advisors LLC | 400 | $33K | 0.0% | +3,900.0% | 0.000% | |
4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 91,468 | $7.45M | 2.9% | +27.0% | 0.064% | |