5/13/2024 | O Shaughnessy Asset Management LLC | 6,700 | $240K | 0.0% | +17.5% | 0.001% | |
5/13/2024 | PAX Financial Group LLC | 143,157 | $5.13M | 1.0% | -7.0% | 0.025% | |
5/13/2024 | Signature Estate & Investment Advisors LLC | 5,947,385 | $213.15M | 6.0% | -4.6% | 1.059% | |
5/11/2024 | Resurgent Financial Advisors LLC | 14,971 | $537K | 0.3% | -16.3% | 0.003% | |
5/10/2024 | Osaic Holdings Inc. | 4,402,646 | $157.80M | 0.4% | -0.4% | 0.784% | |
5/10/2024 | Blue Barn Wealth LLC | 73,377 | $2.63M | 1.5% | -2.1% | 0.013% | |
|
5/10/2024 | Rodgers & Associates LTD | 310,547 | $11.13M | 1.4% | +1.9% | 0.055% | |
5/10/2024 | TIAA Trust National Association | 12,479,734 | $447.27M | 1.4% | -0.9% | 2.221% | |
5/10/2024 | Nicolet Advisory Services LLC | 91,708 | $3.28M | 0.3% | -7.4% | 0.016% | |
5/10/2024 | Towercrest Capital Management | 199,589 | $7.15M | 1.2% | -2.2% | 0.036% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 11,501 | $412K | 0.2% | +50.1% | 0.002% | |
5/10/2024 | GM Advisory Group LLC | 421,957 | $15.12M | 1.1% | -1.7% | 0.075% | |
5/10/2024 | Nwam LLC | 30,083 | $1.08M | 0.1% | -5.9% | 0.005% | |
5/10/2024 | Reston Wealth Management LLC | 719,385 | $25.78M | 10.5% | -0.8% | 0.128% | |
5/9/2024 | ProVise Management Group LLC | 630,244 | $22.59M | 2.0% | +4.7% | 0.112% | |
5/9/2024 | Blair William & Co. IL | 43,691 | $1.57M | 0.0% | +3.4% | 0.008% | |
5/9/2024 | Orion Portfolio Solutions LLC | 312,510 | $11.20M | 0.1% | -21.5% | 0.056% | |
5/9/2024 | Kingsview Wealth Management LLC | 313,532 | $11.24M | 0.3% | +2.8% | 0.056% | |
5/9/2024 | Clearwater Capital Advisors LLC | 1,102,405 | $39.51M | 4.2% | -0.1% | 0.196% | |
5/9/2024 | JDM Financial Group LLC | 284,693 | $10.20M | 7.4% | +11.7% | 0.051% | |
5/9/2024 | MB Generational Wealth LLC | 9,132 | $334K | 0.3% | -27.5% | 0.002% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 6,369 | $228K | 0.0% | -5.1% | 0.001% | |
5/9/2024 | Koshinski Asset Management Inc. | 122,329 | $4.38M | 0.4% | N/A | 0.022% | |
5/8/2024 | Schneider Downs Wealth Management Advisors LP | 1,277,260 | $45.78M | 10.6% | +8.9% | 0.227% | |
5/8/2024 | Paladin Advisory Group LLC | 55,871 | $1.99M | 1.6% | -3.4% | 0.010% | |
5/8/2024 | Great Diamond Partners LLC | 20,724 | $743K | 0.2% | +4.7% | 0.004% | |
5/8/2024 | US Bancorp DE | 848,127 | $30.40M | 0.0% | +1.8% | 0.151% | |
5/8/2024 | Astoria Strategic Wealth Inc. | 16,360 | $586K | 0.2% | +3.5% | 0.003% | |
5/8/2024 | Watershed Private Wealth LLC | 66,906 | $2.40M | 1.1% | +20.4% | 0.012% | |
5/8/2024 | Seven Springs Wealth Group LLC | 230,918 | $8.28M | 3.2% | -1.0% | 0.041% | |
5/7/2024 | Anson Capital Inc. | 214,843 | $7.70M | 11.1% | +11.6% | 0.038% | |
5/7/2024 | Meeder Advisory Services Inc. | 727,743 | $26.08M | 2.7% | +1.1% | 0.130% | |
5/7/2024 | Meeder Asset Management Inc. | 85,788 | $3.08M | 0.2% | -0.5% | 0.015% | |
5/7/2024 | WNY Asset Management LLC | 8,819 | $316K | 0.0% | -5.6% | 0.002% | |
5/7/2024 | Sei Investments Co. | 1,510,000 | $54.12M | 0.1% | -4.2% | 0.269% | |
5/7/2024 | Atomi Financial Group Inc. | 46,484 | $1.67M | 0.2% | +7.5% | 0.008% | |
5/7/2024 | Pecaut & CO. | 147,802 | $5.30M | 2.0% | +8.9% | 0.026% | |
5/7/2024 | Facet Wealth Inc. | 813,420 | $29.04M | 1.0% | -2.8% | 0.145% | |
5/7/2024 | Benedetti & Gucer Inc. | 5,909 | $212K | 0.1% | -46.5% | 0.001% | |
5/7/2024 | PFG Advisors | 18,500 | $663K | 0.0% | +65.7% | 0.003% | |
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5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 10,896 | $391K | 0.0% | -12.9% | 0.002% | |
5/7/2024 | Insight Advisors LLC PA | 127,229 | $4.56M | 0.9% | +111.3% | 0.023% | |
5/7/2024 | Howard Wealth Management LLC | 27,280 | $978K | 0.8% | -1.5% | 0.005% | |
5/7/2024 | Empowered Funds LLC | 470,837 | $16.88M | 0.3% | +192.4% | 0.084% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 1,664,170 | $59.64M | 0.2% | +13.0% | 0.296% | |
5/6/2024 | OLD Second National Bank of Aurora | 8,953 | $321K | 0.1% | -18.0% | 0.002% | |
5/6/2024 | MGB Wealth Management LLC | 30,902 | $1.11M | 0.5% | +5.2% | 0.006% | |
5/6/2024 | Sensible Financial Planning & Management LLC. | 197,680 | $7.09M | 1.6% | -0.5% | 0.035% | |
5/6/2024 | Advisory Alpha LLC | 3,817,466 | $136.82M | 5.6% | +27.2% | 0.680% | |
5/4/2024 | Financial Connections Group Inc. | 57,635 | $2.07M | 2.3% | -1.8% | 0.010% | |
5/4/2024 | SPC Financial Inc. | 264,770 | $9.49M | 0.9% | +5.2% | 0.047% | |
5/4/2024 | McClarren Financial Advisors Inc. | 1,076 | $39K | 0.0% | -94.7% | 0.000% | |
5/4/2024 | Keener Financial Planning LLC | 109,135 | $3.91M | 2.7% | -1.3% | 0.019% | |
5/4/2024 | Geneos Wealth Management Inc. | 504,283 | $18.07M | 0.8% | +4.2% | 0.090% | |
5/4/2024 | Glassman Wealth Services | 12,684 | $455K | 0.1% | +9.1% | 0.002% | |
5/4/2024 | Richardson Financial Services Inc. | 85,403 | $3.07M | 2.2% | -5.4% | 0.015% | |
5/3/2024 | Investments & Financial Planning LLC | 11,559 | $414K | 0.3% | -4.4% | 0.002% | |
5/3/2024 | TFB Advisors LLC | 26,512 | $917K | 0.3% | +3.7% | 0.005% | |
5/3/2024 | Larson Financial Group LLC | 135,027 | $4.84M | 0.4% | -6.5% | 0.024% | |
5/3/2024 | Callan Capital LLC | 1,074,180 | $38.50M | 3.4% | -3.6% | 0.191% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 247,409 | $8.87M | 1.0% | -39.5% | 0.044% | |
5/3/2024 | Rehmann Capital Advisory Group | 30,981 | $1.11M | 0.1% | -3.0% | 0.006% | |
5/3/2024 | Rinkey Investments | 981,511 | $35.18M | 12.8% | +1.7% | 0.175% | |
5/3/2024 | Absolute Capital Management LLC | 9,824 | $352K | 0.2% | -8.0% | 0.002% | |
5/2/2024 | Mutual Advisors LLC | 174,902 | $6.27M | 0.2% | -33.5% | 0.031% | |
5/2/2024 | Salomon & Ludwin LLC | 30,929 | $1.11M | 0.1% | +12.4% | 0.006% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 144,093 | $5.16M | 0.1% | -15.3% | 0.026% | |
5/2/2024 | USAdvisors Wealth Management LLC | 88,409 | $3.17M | 1.2% | +5.0% | 0.016% | |
5/2/2024 | New England Capital Financial Advisors LLC | 209,279 | $7.50M | 4.2% | +3.0% | 0.037% | |
5/2/2024 | Graypoint LLC | 496,855 | $17.81M | 1.3% | -14.1% | 0.088% | |
5/2/2024 | Quent Capital LLC | 78,972 | $2.83M | 0.3% | +1.6% | 0.014% | |
5/2/2024 | Alliance Wealth Management Group | 99,407 | $3.56M | 1.0% | -3.0% | 0.018% | |
5/2/2024 | Better Money Decisions LLC | 32,474 | $1.16M | 0.9% | +1.9% | 0.006% | |
5/2/2024 | Flagstone Financial Management | 614,489 | $22.02M | 8.5% | +0.2% | 0.109% | |
5/1/2024 | Stone Point Wealth LLC | 18,683 | $670K | 0.2% | -1.8% | 0.003% | |
5/1/2024 | StoneX Group Inc. | 50,727 | $1.82M | 0.2% | -6.5% | 0.009% | |
5/1/2024 | Janney Montgomery Scott LLC | 22,636 | $811K | 0.0% | +7.0% | 0.004% | |
5/1/2024 | Auour Investments LLC | 790,199 | $28.32M | 10.5% | -0.4% | 0.141% | |
5/1/2024 | TKG Advisors LLC | 41,441 | $1.49M | 0.8% | +22.5% | 0.007% | |
5/1/2024 | Ballast Advisors LLC | 39,292 | $1.41M | 0.5% | -3.5% | 0.007% | |
5/1/2024 | Mission Wealth Management LP | 13,232 | $474K | 0.0% | N/A | 0.002% | |
5/1/2024 | Flynn Zito Capital Management LLC | 14,290 | $512K | 0.3% | -4.0% | 0.003% | |
5/1/2024 | Leicht Financial Planning & Wealth Management Inc. | 449,721 | $16.12M | 8.8% | +0.8% | 0.080% | |
5/1/2024 | Worth Financial Advisory Group LLC | 53,372 | $1.91M | 1.3% | +27.9% | 0.010% | |
5/1/2024 | Sequoia Financial Advisors LLC | 17,555 | $629K | 0.0% | +13.1% | 0.003% | |
5/1/2024 | Diversify Advisory Services LLC | 435,619 | $15.54M | 0.9% | N/A | 0.078% | |
4/30/2024 | Private Advisor Group LLC | 2,548,694 | $91.35M | 0.7% | +6.5% | 0.454% | |
4/30/2024 | Lodestone Wealth Management LLC | 8,445 | $303K | 0.2% | -3.7% | 0.002% | |
4/30/2024 | J.W. Cole Advisors Inc. | 21,825 | $782K | 0.0% | -5.2% | 0.004% | |
4/30/2024 | Norden Group LLC | 118,708 | $4.26M | 0.3% | +195.9% | 0.021% | |
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4/30/2024 | RF&L Wealth Management LLC | 13,927 | $499K | 0.4% | -2.6% | 0.002% | |
4/30/2024 | Concord Wealth Partners | 130,983 | $4.69M | 0.8% | -15.4% | 0.023% | |
4/30/2024 | Marathon Strategic Advisors LLC | 184,013 | $6.60M | 8.0% | +3.7% | 0.033% | |
4/30/2024 | Granite Bay Wealth Management LLC | 57,010 | $2.04M | 1.2% | -97.3% | 0.010% | |
4/30/2024 | Garrett Wealth Advisory Group LLC | 537,514 | $19.26M | 7.9% | +1.1% | 0.096% | |
4/30/2024 | Perigon Wealth Management LLC | 17,087 | $612K | 0.0% | -6.5% | 0.003% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 7,402 | $264K | 0.2% | -3.7% | 0.001% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 211,204 | $7.57M | 3.2% | +21.5% | 0.038% | |
4/30/2024 | SkyOak Wealth LLC | 79,268 | $2.84M | 0.7% | +5.0% | 0.014% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,212,818 | $43.47M | 0.1% | +2.4% | 0.216% | |