5/24/2024 | Cetera Advisor Networks LLC | 375,817 | $37.85M | 0.2% | -58.8% | 0.186% | |
5/24/2024 | Cetera Advisors LLC | 103,712 | $10.45M | 0.1% | +0.8% | 0.051% | |
5/24/2024 | Cetera Investment Advisers | 665,352 | $67.01M | 0.2% | +315.1% | 0.330% | |
5/21/2024 | Atria Investments Inc | 227,322 | $22.89M | 0.3% | -2.5% | 0.113% | |
5/21/2024 | LRI Investments LLC | 808 | $81K | 0.0% | N/A | 0.000% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 9,283 | $935K | 0.1% | -21.1% | 0.005% | |
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5/17/2024 | Jaffetilchin Investment Partners LLC | 19,937 | $2.01M | 0.2% | +3.8% | 0.010% | |
5/17/2024 | Comerica Bank | 32,989 | $3.32M | 0.0% | -9.7% | 0.016% | |
5/17/2024 | Tidal Investments LLC | 2,555 | $257K | 0.0% | N/A | 0.001% | |
5/17/2024 | Creekmur Asset Management LLC | 6,196 | $624K | 0.2% | -68.9% | 0.003% | |
5/16/2024 | Jane Street Group LLC | 334,740 | $33.71M | 0.0% | +643.2% | 0.166% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 12,554 | $1.26M | 0.0% | -62.9% | 0.006% | |
5/16/2024 | Prudent Investors Network Inc. | 122,520 | $12.34M | 4.7% | N/A | 0.061% | |
5/16/2024 | Kraft Davis & Associates LLC | 45,757 | $4.60M | 1.4% | +1,998.9% | 0.023% | |
5/16/2024 | Waverly Advisors LLC | 180,323 | $18.16M | 0.4% | +19.7% | 0.089% | |
5/16/2024 | Captrust Financial Advisors | 1,120,442 | $112.84M | 0.4% | -6.0% | 0.555% | |
5/15/2024 | SVB Wealth LLC | 332,424 | $33.48M | 0.7% | +14.5% | 0.165% | |
5/15/2024 | Flow Traders U.S. LLC | 35,730 | $3.60M | 0.2% | N/A | 0.018% | |
5/15/2024 | Talisman Wealth Advisors LLC | 25,064 | $2.52M | 3.2% | +99.9% | 0.012% | |
5/15/2024 | Kestra Advisory Services LLC | 180,642 | $18.19M | 0.1% | +2.4% | 0.089% | |
5/15/2024 | LRI Investments LLC | 808 | $81K | 0.0% | N/A | 0.000% | |
5/15/2024 | Quantum Capital Management LLC NJ | 3,361 | $338K | 0.0% | +87.1% | 0.002% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 2,214 | $223K | 0.0% | N/A | 0.001% | |
5/14/2024 | Axxcess Wealth Management LLC | 374,593 | $37.73M | 1.0% | +34.0% | 0.186% | |
5/14/2024 | EP Wealth Advisors LLC | 13,684 | $1.38M | 0.0% | -2.1% | 0.007% | |
5/14/2024 | CreativeOne Wealth LLC | 4,291 | $432K | 0.0% | -21.2% | 0.002% | |
5/14/2024 | Evermay Wealth Management LLC | 346,608 | $34.91M | 5.3% | +74.7% | 0.172% | |
5/14/2024 | InterOcean Capital Group LLC | 4,842 | $488K | 0.0% | -17.4% | 0.002% | |
5/14/2024 | Owen LaRue LLC | 6,330 | $637K | 0.4% | N/A | 0.003% | |
5/14/2024 | Lake Street Advisors Group LLC | 704,711 | $70.97M | 3.3% | N/A | 0.349% | |
5/14/2024 | Arjuna Capital | 48,400 | $4.87M | 1.4% | -59.5% | 0.024% | |
5/13/2024 | Windham Capital Management LLC | 6,973 | $702K | 0.6% | N/A | 0.003% | |
5/13/2024 | Mader & Shannon Wealth Management Inc. | 514,631 | $51.83M | 29.1% | +17.5% | 0.255% | |
5/11/2024 | Beaumont Financial Advisors LLC | 19,473 | $1.96M | 0.2% | -6.8% | 0.010% | |
5/11/2024 | Cynosure Group LLC | 99,494 | $10.02M | 1.8% | +43.7% | 0.049% | |
5/11/2024 | Orion Capital Management LLC | 139,160 | $14.02M | 7.4% | +91.1% | 0.069% | |
5/11/2024 | Strait & Sound Wealth Management LLC | 167,594 | $16.84M | 9.4% | +0.6% | 0.083% | |
5/10/2024 | Osaic Holdings Inc. | 726,399 | $73.17M | 0.2% | -14.0% | 0.360% | |
5/10/2024 | First Foundation Advisors | 2,245 | $226K | 0.0% | -42.5% | 0.001% | |
5/10/2024 | GM Advisory Group LLC | 766,242 | $77.17M | 5.4% | -30.8% | 0.380% | |
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5/9/2024 | RFP Financial Group LLC | 24,992 | $2.52M | 1.0% | +399.8% | 0.012% | |
5/9/2024 | Orion Portfolio Solutions LLC | 64,299 | $6.48M | 0.1% | -91.4% | 0.032% | |
5/9/2024 | Kingsview Wealth Management LLC | 202,750 | $20.42M | 0.5% | -7.6% | 0.100% | |
5/9/2024 | Clearwater Capital Advisors LLC | 7,823 | $788K | 0.1% | -39.7% | 0.004% | |
5/9/2024 | MB Generational Wealth LLC | 11,101 | $1.12M | 1.0% | N/A | 0.005% | |
5/9/2024 | Private Management Group Inc. | 8,628 | $869K | 0.0% | +8.1% | 0.004% | |
5/9/2024 | Portland Global Advisors LLC | 24,115 | $2.43M | 0.3% | +864.6% | 0.012% | |
5/8/2024 | FPC Investment Advisory Inc. | 71,050 | $7.15M | 7.0% | N/A | 0.035% | |
5/8/2024 | Bell Investment Advisors Inc | 1,559 | $157K | 0.0% | -95.0% | 0.001% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 39,171 | $3.95M | 0.2% | +44.4% | 0.019% | |
5/8/2024 | Ethos Financial Group LLC | 48,633 | $4.90M | 0.9% | -28.5% | 0.024% | |
5/8/2024 | Advisors Preferred LLC | 168,360 | $16.89M | 2.8% | +34.4% | 0.083% | |
5/8/2024 | Bleakley Financial Group LLC | 620,391 | $62.48M | 1.8% | +10.2% | 0.307% | |
5/8/2024 | Focused Wealth Management Inc | 306,368 | $30.85M | 4.7% | +5.3% | 0.152% | |
5/8/2024 | Avantax Advisory Services Inc. | 148,561 | $14.96M | 0.1% | +21.0% | 0.074% | |
5/8/2024 | US Bancorp DE | 93,890 | $9.46M | 0.0% | +3.0% | 0.047% | |
5/8/2024 | Legacy Capital Group California Inc. | 11,534 | $1.16M | 0.4% | -72.9% | 0.006% | |
5/7/2024 | Anson Capital Inc. | 45,118 | $4.54M | 6.5% | +20.9% | 0.022% | |
5/7/2024 | Verus Capital Partners LLC | 5,772 | $581K | 0.1% | +6.7% | 0.003% | |
5/7/2024 | NorthRock Partners LLC | 806,924 | $81.27M | 6.9% | -1.4% | 0.400% | |
5/7/2024 | Choate Investment Advisors | 10,125 | $1.02M | 0.0% | -50.1% | 0.005% | |
5/7/2024 | Regency Capital Management Inc. DE | 2,730 | $275K | 0.2% | N/A | 0.001% | |
5/7/2024 | Chilton Capital Management LLC | 6,525 | $657K | 0.0% | -40.9% | 0.003% | |
5/7/2024 | Stonebrook Private Inc. | 44,064 | $4.44M | 1.3% | +15.1% | 0.022% | |
5/7/2024 | Concurrent Investment Advisors LLC | 171,190 | $17.24M | 0.7% | +648.5% | 0.085% | |
5/7/2024 | Pecaut & CO. | 318,564 | $32.08M | 12.0% | +26.7% | 0.158% | |
5/7/2024 | WealthPLAN Partners LLC | 9,798 | $987K | 0.1% | N/A | 0.005% | |
5/7/2024 | Smithfield Trust Co | 177,556 | $17.87M | 0.9% | -27.4% | 0.088% | |
5/7/2024 | Equity Investment Corp | 1,644,296 | $165.60M | 4.1% | +27.5% | 0.814% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 164,655 | $16.58M | 0.2% | -3.6% | 0.082% | |
5/7/2024 | Oppenheimer & Co. Inc. | 14,036 | $1.41M | 0.0% | -65.4% | 0.007% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,462 | $550K | 0.0% | N/A | 0.003% | |
5/7/2024 | Insight Advisors LLC PA | 2,385 | $240K | 0.0% | -9.6% | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 163,535 | $16.47M | 0.1% | +6.9% | 0.081% | |
5/6/2024 | VitalStone Financial LLC | 162,436 | $16.36M | 12.5% | -23.0% | 0.080% | |
5/6/2024 | Advisory Services Network LLC | 40,321 | $4.06M | 0.1% | -27.7% | 0.020% | |
5/6/2024 | Advisory Alpha LLC | 11,386 | $1.15M | 0.0% | -4.0% | 0.006% | |
5/4/2024 | Geneos Wealth Management Inc. | 35,745 | $3.60M | 0.2% | +20.4% | 0.018% | |
5/4/2024 | WBI Investments LLC | 7,391 | $744K | 0.2% | -83.9% | 0.004% | |
5/4/2024 | Buck Wealth Strategies LLC | 289,050 | $29.11M | 10.0% | +214.8% | 0.143% | |
5/4/2024 | Csenge Advisory Group | 2,608 | $263K | 0.0% | -37.8% | 0.001% | |
5/3/2024 | Wittenberg Investment Management Inc. | 3,000 | $302K | 0.1% | +20.0% | 0.001% | |
5/3/2024 | RIA Advisory Group LLC | 325,747 | $32.81M | 13.3% | N/A | 0.161% | |
5/3/2024 | Rehmann Capital Advisory Group | 6,563 | $661K | 0.0% | -2.4% | 0.003% | |
5/3/2024 | United Community Bank | 2,825 | $285K | 0.1% | +36.9% | 0.001% | |
5/2/2024 | Salomon & Ludwin LLC | 24,318 | $2.45M | 0.2% | -4.9% | 0.012% | |
5/2/2024 | USAdvisors Wealth Management LLC | 6,341 | $638K | 0.2% | N/A | 0.003% | |
5/2/2024 | Summit Financial Wealth Advisors LLC | 4,277 | $431K | 0.1% | -8.9% | 0.002% | |
5/2/2024 | Lincoln National Corp | 26,750 | $2.69M | 0.0% | +159.4% | 0.013% | |
5/2/2024 | Almanack Investment Partners LLC. | 299,951 | $30.21M | 5.1% | -4.2% | 0.149% | |
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5/2/2024 | Montgomery Investment Management Inc. | 16,040 | $1.62M | 0.6% | -9.0% | 0.008% | |
5/2/2024 | ESG Planning DBA Harper Investing | 440,930 | $44.41M | 52.2% | -47.0% | 0.218% | |
5/2/2024 | Hunter Associates Investment Management LLC | 33,794 | $3.41M | 0.6% | N/A | 0.017% | |
5/2/2024 | Hanlon Investment Management Inc. | 164,197 | $16.54M | 5.0% | -4.5% | 0.081% | |
5/1/2024 | Resonant Capital Advisors LLC | 638,851 | $64.34M | 5.5% | +9.1% | 0.316% | |
5/1/2024 | Janney Montgomery Scott LLC | 57,692 | $5.81M | 0.0% | -2.1% | 0.029% | |
5/1/2024 | New Harbor Financial Group LLC | 21,089 | $2.12M | 0.7% | +2.7% | 0.010% | |
5/1/2024 | Blue Trust Inc. | 479,349 | $48.28M | 0.7% | +385.0% | 0.237% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 173,272 | $17.45M | 0.0% | +0.6% | 0.086% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 986 | $99K | 0.0% | -20.0% | 0.001% | |