5/24/2024 | Cetera Advisors LLC | 149,504 | $3.68M | 0.0% | +31.7% | 0.160% | |
5/24/2024 | Cetera Investment Advisers | 750,004 | $18.45M | 0.0% | +143.6% | 0.803% | |
5/17/2024 | National Wealth Management Group LLC | 14,244 | $350K | 0.3% | +34.9% | 0.015% | |
5/17/2024 | XML Financial LLC | 298,244 | $7.34M | 0.8% | +2.2% | 0.319% | |
5/17/2024 | Comerica Bank | 66,204 | $1.63M | 0.0% | +49.6% | 0.071% | |
5/17/2024 | Creekmur Asset Management LLC | 8,846 | $218K | 0.1% | -14.6% | 0.009% | |
|
5/16/2024 | B. Riley Wealth Advisors Inc. | 13,679 | $327K | 0.0% | -41.9% | 0.015% | |
5/16/2024 | Econ Financial Services Corp | 124,423 | $3.06M | 1.9% | +273.4% | 0.133% | |
5/14/2024 | CreativeOne Wealth LLC | 14,191 | $349K | 0.0% | N/A | 0.015% | |
5/14/2024 | Commonwealth Financial Services LLC | 638,618 | $15.80M | 4.2% | -0.3% | 0.684% | |
5/11/2024 | Trustmark National Bank Trust Department | 10,484 | $258K | 0.0% | N/A | 0.011% | |
5/11/2024 | Beaumont Financial Advisors LLC | 258,156 | $6.35M | 0.5% | -1.6% | 0.277% | |
5/10/2024 | Osaic Holdings Inc. | 1,475,875 | $36.31M | 0.1% | +59.1% | 1.581% | |
5/10/2024 | Wintrust Investments LLC | 494,019 | $12.15M | 1.1% | +23.2% | 0.529% | |
5/9/2024 | Private Portfolio Partners LLC | 46,868 | $1.15M | 0.2% | +7.8% | 0.050% | |
5/9/2024 | Kingsview Wealth Management LLC | 60,166 | $1.48M | 0.0% | +8.5% | 0.064% | |
5/8/2024 | Bleakley Financial Group LLC | 274,644 | $6.76M | 0.2% | +4.9% | 0.294% | |
5/8/2024 | Avantax Advisory Services Inc. | 123,334 | $3.03M | 0.0% | -0.4% | 0.132% | |
5/8/2024 | US Bancorp DE | 162,569 | $4.00M | 0.0% | +13.6% | 0.174% | |
5/7/2024 | Oppenheimer & Co. Inc. | 169,704 | $4.18M | 0.1% | +3.5% | 0.182% | |
5/7/2024 | PFG Advisors | 125,273 | $3.08M | 0.2% | +14.6% | 0.134% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 112,295 | $2.76M | 0.0% | +41.6% | 0.120% | |
5/6/2024 | CFO4Life Group LLC | 34,082 | $838K | 0.2% | -62.7% | 0.037% | |
5/4/2024 | Geneos Wealth Management Inc. | 185,960 | $4.58M | 0.2% | -19.2% | 0.199% | |
5/4/2024 | Csenge Advisory Group | 1,131,011 | $27.82M | 1.6% | +4.9% | 1.212% | |
5/3/2024 | TFB Advisors LLC | 16,630 | $403K | 0.1% | N/A | 0.018% | |
5/3/2024 | Larson Financial Group LLC | 1,031,132 | $25.37M | 2.0% | -5.0% | 1.105% | |
5/3/2024 | Rehmann Capital Advisory Group | 563,944 | $13.87M | 1.0% | +9.9% | 0.604% | |
5/2/2024 | Mutual Advisors LLC | 385,732 | $9.49M | 0.3% | +58.0% | 0.413% | |
5/2/2024 | Horan Securities Inc. | 13,096 | $322K | 0.2% | N/A | 0.014% | |
5/1/2024 | StoneX Group Inc. | 114,110 | $2.81M | 0.3% | +2.5% | 0.122% | |
5/1/2024 | Blackhawk Capital Partners LLC. | 29,148 | $717K | 0.4% | +2.2% | 0.031% | |
5/1/2024 | Janney Montgomery Scott LLC | 360,999 | $8.88M | 0.0% | +3.8% | 0.387% | |
5/1/2024 | Flynn Zito Capital Management LLC | 11,643 | $286K | 0.1% | +23.9% | 0.012% | |
4/30/2024 | Private Advisor Group LLC | 407,229 | $10.02M | 0.1% | +24.8% | 0.436% | |
4/30/2024 | J.W. Cole Advisors Inc. | 18,300 | $450K | 0.0% | +73.0% | 0.020% | |
4/30/2024 | Arkadios Wealth Advisors | 433,202 | $10.66M | 0.8% | -1.1% | 0.464% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,187,238 | $29.21M | 0.0% | +68.4% | 1.272% | |
4/29/2024 | Benjamin Edwards Inc. | 3,208 | $79K | 0.0% | N/A | 0.003% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 81,364 | $1.97M | 0.4% | N/A | 0.087% | |
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4/29/2024 | Financial Futures Ltd Liability Co. | 377,660 | $9.29M | 6.2% | +12.2% | 0.405% | |
4/26/2024 | SlateStone Wealth LLC | 505,933 | $12.45M | 1.2% | -0.2% | 0.551% | |
4/26/2024 | Clear Creek Financial Management LLC | 51,913 | $1.28M | 0.2% | +9.8% | 0.057% | |
4/26/2024 | Chicago Partners Investment Group LLC | 340,160 | $8.24M | 0.3% | +4.3% | 0.370% | |
4/25/2024 | Q3 Asset Management | 30,506 | $750K | 0.2% | +2.9% | 0.033% | |
4/25/2024 | Capital Investment Advisory Services LLC | 47,393 | $1.17M | 0.1% | -2.1% | 0.052% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 619,255 | $15.23M | 0.1% | +33.5% | 0.674% | |
4/24/2024 | Lee Financial Group Hawaii Inc. | 237,029 | $5.83M | 4.6% | +0.9% | 0.258% | |
4/24/2024 | Simplicity Wealth LLC | 297,895 | $7.33M | 0.2% | N/A | 0.324% | |
4/24/2024 | Childress Capital Advisors LLC | 71,000 | $1.75M | 0.5% | -12.5% | 0.077% | |
4/24/2024 | First Pacific Financial | 345,580 | $8.50M | 2.4% | -0.8% | 0.376% | |
4/23/2024 | Lunt Capital Management Inc. | 114,420 | $2.82M | 1.4% | +17.2% | 0.125% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 217,374 | $5.35M | 3.0% | +2.9% | 0.237% | |
4/23/2024 | McAdam LLC | 11,412 | $281K | 0.0% | -7.7% | 0.012% | |
4/23/2024 | Strategic Blueprint LLC | 19,585 | $482K | 0.0% | -20.9% | 0.021% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 204,198 | $5.02M | 0.0% | +158.4% | 0.222% | |
4/22/2024 | Raymond James & Associates | 455,215 | $11.20M | 0.0% | +35.1% | 0.496% | |
4/22/2024 | Edge Financial Advisors LLC | 23,449 | $577K | 0.5% | N/A | 0.026% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 125,461 | $3.09M | 0.2% | +160.4% | 0.137% | |
4/19/2024 | Advisor Resource Council | 45,771 | $1.13M | 0.5% | -65.3% | 0.050% | |
4/18/2024 | tru Independence LLC | 58,059 | $1.43M | 0.4% | -31.3% | 0.063% | |
4/18/2024 | SteelPeak Wealth LLC | 13,247 | $326K | 0.0% | -25.5% | 0.014% | |
4/17/2024 | Vicus Capital | 296,675 | $7.30M | 0.7% | +5.9% | 0.323% | |
4/15/2024 | Janiczek Wealth Management LLC | 563,795 | $13.87M | 3.0% | +1.4% | 0.614% | |
4/15/2024 | Elevated Capital Advisors LLC | 212,451 | $5.23M | 1.5% | +7.1% | 0.231% | |
4/15/2024 | CIC Wealth LLC | 14,271 | $351K | 0.1% | -11.5% | 0.016% | |
4/15/2024 | Flagstar Advisors Inc. | 16,644 | $409K | 0.1% | -27.6% | 0.018% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 259,739 | $6.39M | 3.7% | +8.3% | 0.283% | |
4/15/2024 | Columbia Advisory Partners LLC | 28,048 | $690K | 0.7% | +133.1% | 0.031% | |
4/13/2024 | Inspirion Wealth Advisors LLC | 22,048 | $542K | 0.1% | -29.0% | 0.037% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 644,443 | $15.85M | 0.5% | +7.1% | 1.071% | |
4/12/2024 | Fermata Advisors LLC | 208,773 | $5.14M | 1.2% | N/A | 0.347% | |
4/12/2024 | Navalign LLC | 473,251 | $11.64M | 3.9% | +141.0% | 0.787% | |
4/11/2024 | GSG Advisors LLC | 230,961 | $5.67M | 2.1% | +11.2% | 0.384% | |
4/11/2024 | O Connor Financial Group LLC | 186,396 | $4.59M | 2.7% | +8.6% | 0.310% | |
4/11/2024 | Capital CS Group LLC | 74,746 | $1.84M | 1.7% | +30.2% | 0.124% | |
4/10/2024 | BKA Wealth Consulting Inc. | 212,716 | $5.23M | 6.8% | +42.3% | 0.354% | |
4/9/2024 | Ellenbecker Investment Group | 167,281 | $4.12M | 0.9% | +13.9% | 0.278% | |
4/5/2024 | NBC Securities Inc. | 39,014 | $959K | 0.1% | +2.7% | 0.065% | |
4/1/2024 | Park National Corp OH | 598,259 | $14.72M | 0.6% | +21.0% | 0.995% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 23,558 | $583K | 0.0% | +72.2% | 0.039% | |
3/1/2024 | Creekmur Asset Management LLC | 10,360 | $256K | 0.1% | N/A | 0.017% | |
2/23/2024 | Chicago Partners Investment Group LLC | 326,162 | $8.00M | 0.4% | +19.0% | 0.542% | |
2/23/2024 | Beacon Financial Group | 268,578 | $6.65M | 0.8% | +102.1% | 0.447% | |
2/16/2024 | Childress Capital Advisors LLC | 81,116 | $2.01M | 0.6% | -13.1% | 0.135% | |
2/16/2024 | Harbour Investments Inc. | 2,394,458 | $59.24M | 2.5% | +14.9% | 3.981% | |
2/16/2024 | United Advisor Group LLC | 23,458 | $584K | 0.7% | N/A | 0.039% | |
2/15/2024 | Comerica Bank | 44,253 | $1.10M | 0.0% | +8.9% | 0.074% | |
2/14/2024 | Visionary Wealth Advisors | 846,312 | $20.94M | 1.5% | -21.4% | 1.407% | |
2/14/2024 | Regal Investment Advisors LLC | 361,766 | $8.95M | 0.7% | -1.4% | 0.601% | |
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2/14/2024 | XML Financial LLC | 291,693 | $7.22M | 0.8% | +4.6% | 0.485% | |
2/14/2024 | Asset Allocation Strategies LLC | 50,843 | $1.26M | 0.5% | N/A | 0.085% | |
2/13/2024 | Cetera Advisor Networks LLC | 455,106 | $11.26M | 0.1% | -2.9% | 0.757% | |
2/13/2024 | Oppenheimer & Co. Inc. | 163,967 | $4.06M | 0.1% | +8.7% | 0.273% | |
2/12/2024 | Madison Asset Management LLC | 206,829 | $5.12M | 0.1% | -4.7% | 0.344% | |
2/12/2024 | StoneX Group Inc. | 111,288 | $2.75M | 0.3% | +7.0% | 0.185% | |
2/12/2024 | Stifel Financial Corp | 368,552 | $9.12M | 0.0% | +81.0% | 0.613% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 300,256 | $7.43M | 0.1% | -3.5% | 0.499% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 92,108 | $2.28M | 0.2% | +12.8% | 0.153% | |
2/9/2024 | HCR Wealth Advisors | 19,616 | $485K | 0.1% | N/A | 0.033% | |