5/10/2024 | Osaic Holdings Inc. | 1,218,129 | $44.09M | 0.1% | -37.6% | 0.513% | |
5/10/2024 | Blue Barn Wealth LLC | 72,774 | $2.63M | 1.5% | +1.3% | 0.031% | |
5/10/2024 | Rodgers & Associates LTD | 326,156 | $11.80M | 1.5% | +1.0% | 0.137% | |
5/10/2024 | TIAA Trust National Association | 5,419,849 | $196.14M | 0.6% | +6.1% | 2.283% | |
5/10/2024 | Nicolet Advisory Services LLC | 10,885 | $403K | 0.0% | -14.3% | 0.005% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 103,470 | $3.75M | 0.5% | +2.1% | 0.044% | |
|
5/10/2024 | Towercrest Capital Management | 171,526 | $6.21M | 1.0% | +0.7% | 0.072% | |
5/10/2024 | Banco Santander S.A. | 155,270 | $5.62M | 0.1% | +5.2% | 0.065% | |
5/10/2024 | Nwam LLC | 6,290 | $233K | 0.0% | +5.4% | 0.003% | |
5/9/2024 | ProVise Management Group LLC | 117,173 | $4.24M | 0.4% | +11.4% | 0.049% | |
5/9/2024 | Blair William & Co. IL | 30,038 | $1.09M | 0.0% | +1.2% | 0.013% | |
5/9/2024 | Orion Portfolio Solutions LLC | 180,607 | $6.54M | 0.1% | -10.6% | 0.076% | |
5/9/2024 | Kingsview Wealth Management LLC | 96,245 | $3.48M | 0.1% | +5.6% | 0.041% | |
5/9/2024 | Clearwater Capital Advisors LLC | 72,418 | $2.62M | 0.3% | -3.4% | 0.031% | |
5/9/2024 | JDM Financial Group LLC | 124,878 | $4.52M | 3.3% | +9.7% | 0.053% | |
5/9/2024 | MB Generational Wealth LLC | 8,968 | $325K | 0.3% | -52.9% | 0.004% | |
5/9/2024 | Koshinski Asset Management Inc. | 58,126 | $2.10M | 0.2% | N/A | 0.024% | |
5/8/2024 | Cozad Asset Management Inc. | 23,207 | $840K | 0.1% | +31.8% | 0.010% | |
5/8/2024 | West Wealth Group LLC | 55,188 | $2.00M | 0.7% | N/A | 0.023% | |
5/8/2024 | Sheets Smith Wealth Management | 13,098 | $474K | 0.1% | +2.7% | 0.006% | |
5/8/2024 | Paladin Advisory Group LLC | 8,826 | $320K | 0.3% | -48.4% | 0.004% | |
5/8/2024 | Avantax Advisory Services Inc. | 15,716 | $569K | 0.0% | +15.0% | 0.007% | |
5/8/2024 | US Bancorp DE | 13,995 | $506K | 0.0% | +40.9% | 0.006% | |
5/8/2024 | Isthmus Partners LLC | 318,619 | $11.53M | 1.3% | +0.2% | 0.134% | |
5/8/2024 | Watershed Private Wealth LLC | 37,241 | $1.35M | 0.6% | +32.0% | 0.016% | |
5/8/2024 | Legacy Capital Group California Inc. | 52,905 | $1.92M | 0.7% | -3.2% | 0.022% | |
5/7/2024 | Verus Capital Partners LLC | 17,201 | $623K | 0.1% | +1.8% | 0.007% | |
5/7/2024 | Meeder Advisory Services Inc. | 435,658 | $15.77M | 1.6% | +8.2% | 0.184% | |
5/7/2024 | Meeder Asset Management Inc. | 56,921 | $2.06M | 0.1% | +2.2% | 0.024% | |
5/7/2024 | Sei Investments Co. | 417,203 | $15.10M | 0.0% | -2.5% | 0.176% | |
5/7/2024 | Redmond Asset Management LLC | 5,823 | $211K | 0.1% | -26.2% | 0.002% | |
5/7/2024 | Atomi Financial Group Inc. | 34,094 | $1.23M | 0.1% | +15.1% | 0.014% | |
5/7/2024 | WealthPLAN Partners LLC | 8,398 | $304K | 0.0% | +3.5% | 0.004% | |
5/7/2024 | Facet Wealth Inc. | 262,146 | $9.87M | 0.3% | -1.2% | 0.110% | |
5/7/2024 | Oppenheimer & Co. Inc. | 13,484 | $488K | 0.0% | -29.5% | 0.006% | |
5/7/2024 | PFG Advisors | 8,430 | $305K | 0.0% | N/A | 0.004% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 11,469 | $415K | 0.0% | -8.9% | 0.005% | |
5/7/2024 | TAGStone Capital Inc. | 39,238 | $1.42M | 0.8% | -1.0% | 0.017% | |
5/7/2024 | Insight Advisors LLC PA | 8,912 | $323K | 0.1% | -7.7% | 0.004% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 1,381,415 | $49.99M | 0.2% | +9.4% | 0.582% | |
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5/6/2024 | OLD Second National Bank of Aurora | 11,176 | $404K | 0.1% | -8.8% | 0.005% | |
5/6/2024 | TFG Advisers LLC | 7,726 | $280K | 0.1% | -13.8% | 0.003% | |
5/6/2024 | Advisory Alpha LLC | 1,178,739 | $42.66M | 1.8% | -17.2% | 0.497% | |
5/4/2024 | SPC Financial Inc. | 75,863 | $2.75M | 0.3% | +7.3% | 0.032% | |
5/4/2024 | Beacon Bridge Wealth Partners LLC | 36,253 | $1.31M | 0.6% | -19.4% | 0.015% | |
5/4/2024 | Keener Financial Planning LLC | 14,381 | $521K | 0.4% | +11.3% | 0.006% | |
5/4/2024 | Geneos Wealth Management Inc. | 170,323 | $6.16M | 0.3% | +11.8% | 0.072% | |
5/4/2024 | Csenge Advisory Group | 54,026 | $1.96M | 0.1% | +6.0% | 0.023% | |
5/4/2024 | Richardson Financial Services Inc. | 76,573 | $2.77M | 2.0% | +3.6% | 0.032% | |
5/3/2024 | Larson Financial Group LLC | 70,809 | $2.56M | 0.2% | -6.5% | 0.030% | |
5/3/2024 | Callan Capital LLC | 6,000 | $217K | 0.0% | -20.1% | 0.003% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,267 | $516K | 0.1% | -6.3% | 0.006% | |
5/3/2024 | Rehmann Capital Advisory Group | 14,744 | $534K | 0.0% | -6.0% | 0.006% | |
5/3/2024 | Rinkey Investments | 238,406 | $8.63M | 3.1% | +16.1% | 0.100% | |
5/3/2024 | Absolute Capital Management LLC | 8,405 | $304K | 0.2% | -9.3% | 0.004% | |
5/3/2024 | Integrity Financial Corp WA | 34,479 | $1.25M | 0.9% | -18.1% | 0.015% | |
5/2/2024 | Mutual Advisors LLC | 51,613 | $1.87M | 0.1% | -60.4% | 0.022% | |
5/2/2024 | Diversified LLC | 16,342 | $591K | 0.1% | +20.1% | 0.007% | |
5/2/2024 | Paradigm Strategies in Wealth Management LLC | 12,200 | $442K | 0.3% | -18.0% | 0.005% | |
5/2/2024 | Salomon & Ludwin LLC | 10,019 | $363K | 0.0% | +22.5% | 0.004% | |
5/2/2024 | USAdvisors Wealth Management LLC | 33,997 | $1.23M | 0.5% | +4.4% | 0.014% | |
5/2/2024 | New England Capital Financial Advisors LLC | 4,856 | $176K | 0.1% | -93.4% | 0.002% | |
5/2/2024 | Quent Capital LLC | 58,427 | $2.11M | 0.2% | +17.6% | 0.025% | |
5/2/2024 | Gilbert & Cook Inc. | 16,802 | $608K | 0.1% | -9.7% | 0.007% | |
5/2/2024 | Vantage Financial Partners LLC | 42,144 | $1.53M | 0.4% | +1.0% | 0.018% | |
5/2/2024 | Life Planning Partners Inc | 11,253 | $407K | 0.4% | -8.2% | 0.005% | |
5/2/2024 | Alliance Wealth Management Group | 98,347 | $3.56M | 1.0% | +0.9% | 0.041% | |
5/2/2024 | Choreo LLC | 76,416 | $2.77M | 0.1% | -0.7% | 0.032% | |
5/2/2024 | Better Money Decisions LLC | 203,367 | $7.36M | 5.8% | +12.7% | 0.086% | |
5/1/2024 | Stone Point Wealth LLC | 8,099 | $293K | 0.1% | +5.8% | 0.003% | |
5/1/2024 | StoneX Group Inc. | 19,756 | $715K | 0.1% | +18.5% | 0.008% | |
5/1/2024 | Resonant Capital Advisors LLC | 52,766 | $1.91M | 0.2% | -0.7% | 0.022% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,734 | $208K | 0.0% | -98.6% | 0.002% | |
5/1/2024 | TKG Advisors LLC | 9,142 | $331K | 0.2% | +25.9% | 0.004% | |
5/1/2024 | Ballast Advisors LLC | 1,759 | $64K | 0.0% | -17.5% | 0.001% | |
5/1/2024 | Avior Wealth Management LLC | 87,265 | $3.16M | 0.1% | +3,622.9% | 0.037% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 91,472 | $3.31M | 1.8% | +0.9% | 0.039% | |
5/1/2024 | Leicht Financial Planning & Wealth Management Inc. | 125,475 | $4.54M | 2.5% | +5.3% | 0.053% | |
5/1/2024 | Worth Financial Advisory Group LLC | 30,703 | $1.11M | 0.8% | +51.4% | 0.013% | |
5/1/2024 | Diversify Advisory Services LLC | 38,113 | $1.38M | 0.1% | N/A | 0.016% | |
4/30/2024 | Private Advisor Group LLC | 1,336,135 | $48.36M | 0.3% | +3.3% | 0.563% | |
4/30/2024 | J.W. Cole Advisors Inc. | 11,439 | $414K | 0.0% | -10.3% | 0.005% | |
4/30/2024 | Astor Investment Management LLC | 292,908 | $10.60M | 4.2% | -3.8% | 0.123% | |
4/30/2024 | Norden Group LLC | 24,287 | $879K | 0.1% | N/A | 0.010% | |
4/30/2024 | MA Private Wealth | 115,707 | $4.19M | 0.8% | -7.0% | 0.049% | |
4/30/2024 | Valued Wealth Advisors LLC | 16,503 | $597K | 0.4% | -4.5% | 0.007% | |
4/30/2024 | Marathon Strategic Advisors LLC | 201,609 | $7.30M | 8.9% | +4.1% | 0.085% | |
4/30/2024 | Forbes Financial Planning Inc. | 32,828 | $1.19M | 1.0% | N/A | 0.014% | |
4/30/2024 | Perigon Wealth Management LLC | 21,538 | $779K | 0.0% | -3.1% | 0.009% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 10,705 | $389K | 0.2% | -28.9% | 0.005% | |
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4/30/2024 | Valtinson Bruner Financial Planning LLC | 172,555 | $6.25M | 2.7% | +56.3% | 0.073% | |
4/30/2024 | SkyOak Wealth LLC | 7,503 | $272K | 0.1% | -12.2% | 0.003% | |
4/29/2024 | Commonwealth Equity Services LLC | 325,811 | $11.79M | 0.0% | -33.3% | 0.137% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 16,421 | $594K | 0.0% | +5.1% | 0.007% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 92,902 | $3.40M | 0.6% | -71.7% | 0.039% | |
4/29/2024 | HighMark Wealth Management LLC | 23,000 | $832K | 0.5% | -1.3% | 0.010% | |
4/27/2024 | Phoenix Wealth Advisors | 35,799 | $1.30M | 0.8% | +39.3% | 0.015% | |
4/27/2024 | Fonville Wealth Management LLC | 83,020 | $3.00M | 1.3% | +20.2% | 0.035% | |
4/27/2024 | BayBridge Capital Group LLC | 58,928 | $2.10M | 1.8% | -2.3% | 0.025% | |
4/26/2024 | Securian Asset Management Inc. | 189,460 | $6.86M | 0.2% | +2.5% | 0.080% | |