5/10/2024 | Osaic Holdings Inc. | 127,101 | $17.86M | 0.0% | -13.1% | 0.846% | |
5/10/2024 | First Foundation Advisors | 3,608 | $507K | 0.0% | +21.4% | 0.024% | |
5/10/2024 | Bright Financial Advisors Inc. | 2,115 | $292K | 0.2% | N/A | 0.014% | |
5/9/2024 | Orion Portfolio Solutions LLC | 9,644 | $1.36M | 0.0% | +2.7% | 0.064% | |
5/9/2024 | Picton Mahoney Asset Management | 1,600 | $225K | 0.0% | +45.5% | 0.011% | |
5/9/2024 | Kingsview Wealth Management LLC | 50,800 | $7.14M | 0.2% | +222.0% | 0.338% | |
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5/9/2024 | Planning Directions Inc. | 3,451 | $485K | 0.3% | -3.4% | 0.023% | |
5/8/2024 | Avantax Advisory Services Inc. | 12,615 | $1.77M | 0.0% | -6.8% | 0.084% | |
5/7/2024 | Anson Capital Inc. | 12,043 | $1.69M | 2.4% | -4.3% | 0.080% | |
5/7/2024 | Meixler Investment Management Ltd. | 2,510 | $353K | 0.3% | N/A | 0.017% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 27,877 | $3.92M | 0.0% | +30.5% | 0.186% | |
5/6/2024 | VitalStone Financial LLC | 949 | $133K | 0.1% | +803.8% | 0.006% | |
5/4/2024 | Beacon Bridge Wealth Partners LLC | 2,504 | $352K | 0.2% | -3.1% | 0.017% | |
5/4/2024 | WBI Investments LLC | 14,864 | $2.09M | 0.4% | -12.9% | 0.099% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 2,106 | $296K | 0.2% | -17.9% | 0.014% | |
5/2/2024 | Lincoln National Corp | 17,737 | $2.49M | 0.0% | +24.5% | 0.118% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 2,428 | $341K | 0.0% | -38.3% | 0.016% | |
5/2/2024 | Moloney Securities Asset Management LLC | 2,437 | $342K | 0.1% | -17.7% | 0.016% | |
5/1/2024 | Janney Montgomery Scott LLC | 4,314 | $606K | 0.0% | +9.0% | 0.029% | |
5/1/2024 | BNP Paribas Financial Markets | 35,796 | $5.03M | 0.0% | +5.1% | 0.237% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 42,991 | $6.04M | 0.4% | +3.3% | 0.285% | |
5/1/2024 | Wambolt & Associates LLC | 1,517 | $211K | 0.1% | -50.0% | 0.010% | |
4/30/2024 | Private Advisor Group LLC | 21,086 | $2.96M | 0.0% | -34.9% | 0.140% | |
4/30/2024 | J.W. Cole Advisors Inc. | 3,107 | $437K | 0.0% | +15.2% | 0.021% | |
4/30/2024 | Arkadios Wealth Advisors | 1,456 | $205K | 0.0% | N/A | 0.010% | |
4/30/2024 | Perigon Wealth Management LLC | 19,062 | $2.68M | 0.1% | -2.0% | 0.126% | |
4/29/2024 | Commonwealth Equity Services LLC | 120,597 | $16.95M | 0.0% | +17.2% | 0.800% | |
4/29/2024 | ETF Store Inc. | 4,939 | $694K | 0.4% | +10.0% | 0.033% | |
4/26/2024 | Pinnacle Associates Ltd. | 17,741 | $2.49M | 0.0% | +1.5% | 0.118% | |
4/26/2024 | Clear Creek Financial Management LLC | 4,366 | $613K | 0.1% | N/A | 0.029% | |
4/25/2024 | Strategy Asset Managers LLC | 4,458 | $626K | 0.1% | +6.5% | 0.030% | |
4/25/2024 | Capital Investment Advisory Services LLC | 3,033 | $426K | 0.0% | +2.6% | 0.020% | |
4/25/2024 | Summit Financial LLC | 3,790 | $533K | 0.0% | N/A | 0.025% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 69,771 | $9.80M | 0.0% | +15.3% | 0.463% | |
4/24/2024 | Lee Financial Group Hawaii Inc. | 43,327 | $6.09M | 4.8% | -2.0% | 0.287% | |
4/24/2024 | Spire Wealth Management | 4,325 | $608K | 0.0% | +328.6% | 0.029% | |
4/24/2024 | Solstein Capital LLC | 326 | $46K | 0.0% | N/A | 0.002% | |
4/23/2024 | Global Retirement Partners LLC | 4,068 | $572K | 0.0% | -12.7% | 0.027% | |
4/23/2024 | WASHINGTON TRUST Co | 252 | $35K | 0.0% | N/A | 0.002% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 30,615 | $4.30M | 0.0% | -63.8% | 0.203% | |
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4/22/2024 | Strategic Financial Concepts LLC | 3,010 | $423K | 0.1% | +7.5% | 0.020% | |
4/22/2024 | American Financial Advisors LLC | 16,948 | $2.38M | 0.3% | -1.2% | 0.112% | |
4/22/2024 | HF Advisory Group LLC | 1,471 | $207K | 0.1% | -16.7% | 0.010% | |
4/22/2024 | Raymond James & Associates | 73,444 | $10.32M | 0.0% | -11.8% | 0.487% | |
4/19/2024 | Spinnaker Investment Group LLC | 2,718 | $382K | 0.1% | N/A | 0.018% | |
4/19/2024 | Advisor Resource Council | 2,120 | $287K | 0.1% | -90.9% | 0.014% | |
4/19/2024 | Stapp Wealth Management Pllc | 5,536 | $778K | 1.4% | +12.5% | 0.037% | |
4/18/2024 | SeaCrest Wealth Management LLC | 15,102 | $2.12M | 0.3% | +3.3% | 0.100% | |
4/18/2024 | Dash Acquisitions Inc. | 1,723 | $228K | 0.1% | N/A | 0.011% | |
4/18/2024 | Park Place Capital Corp | 289 | $41K | 0.0% | -27.6% | 0.002% | |
4/18/2024 | Claro Advisors LLC | 3,863 | $543K | 0.1% | -5.0% | 0.026% | |
4/16/2024 | OneAscent Wealth Management LLC | 2,929 | $412K | 0.2% | +6.6% | 0.019% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 9,529 | $1.34M | 0.0% | +2.6% | 0.075% | |
4/15/2024 | Cumberland Advisors Inc. | 165,419 | $23.24M | 8.6% | -8.7% | 1.297% | |
4/15/2024 | Flagstar Advisors Inc. | 5,234 | $736K | 0.2% | +6.9% | 0.041% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 3,117 | $438K | 0.1% | +82.2% | 0.024% | |
4/12/2024 | Worth Asset Management LLC | 5,136 | $722K | 0.4% | N/A | 0.040% | |
4/12/2024 | Global Assets Advisory LLC | 111,272 | $15.64M | 0.1% | N/A | 0.873% | |
4/11/2024 | Clarus Wealth Advisors | 11,691 | $1.58M | 0.9% | -1.3% | 0.092% | |
4/10/2024 | Park Avenue Securities LLC | 12,662 | $1.78M | 0.0% | +21.0% | 0.099% | |
4/5/2024 | NBC Securities Inc. | 4,045 | $568K | 0.1% | +5.1% | 0.032% | |
3/22/2024 | PNC Financial Services Group Inc. | 134,748 | $18.25M | 0.0% | +89.2% | 1.057% | |
3/8/2024 | ICA Group Wealth Management LLC | 395 | $53K | 0.0% | N/A | 0.003% | |
3/1/2024 | Creekmur Asset Management LLC | 2,648 | $359K | 0.1% | N/A | 0.021% | |
3/1/2024 | Pineridge Advisors LLC | 586 | $79K | 0.0% | N/A | 0.005% | |
2/29/2024 | Scarborough Advisors LLC | 21,869 | $2.96M | 0.6% | N/A | 0.172% | |
2/28/2024 | EP Wealth Advisors LLC | 922 | $125K | 0.0% | N/A | 0.007% | |
2/26/2024 | Centaurus Financial Inc. | 39,443 | $5.34M | 0.4% | +35.3% | 0.309% | |
2/22/2024 | Scarborough Advisors LLC | 496,476 | $67.23M | 3.0% | N/A | 3.894% | |
2/15/2024 | Greenlight Capital Inc. | 129,667 | $17.56M | 0.9% | N/A | 1.017% | |
2/14/2024 | Barometer Capital Management Inc. | 6,100 | $826K | 0.3% | N/A | 0.048% | |
2/14/2024 | Connectus Wealth LLC | 47,622 | $6.45M | 0.1% | -6.4% | 0.374% | |
2/13/2024 | Cetera Advisor Networks LLC | 47,843 | $6.48M | 0.0% | +27.5% | 0.375% | |
2/13/2024 | Per Stirling Capital Management LLC. | 1,514 | $205K | 0.0% | N/A | 0.012% | |
2/13/2024 | Oppenheimer & Co. Inc. | 11,447 | $1.55M | 0.0% | +253.6% | 0.090% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 2,583 | $350K | 0.2% | N/A | 0.020% | |
2/13/2024 | Stevard LLC | 3,812 | $516K | 0.5% | N/A | 0.030% | |
2/13/2024 | Anson Capital Inc. | 12,584 | $1.70M | 2.8% | -3.2% | 0.099% | |
2/12/2024 | Atlas Financial Advisors Inc. | 2,085 | $282K | 0.5% | N/A | 0.016% | |
2/12/2024 | Private Wealth Strategies L.L.C. | 5,157 | $698K | 0.2% | -2.4% | 0.040% | |
2/12/2024 | Focus Financial Network Inc. ADV | 5,020 | $680K | 0.0% | N/A | 0.039% | |
2/12/2024 | Stifel Financial Corp | 43,171 | $5.85M | 0.0% | +13.2% | 0.339% | |
2/12/2024 | Edmond DE Rothschild Holding S.A. | 590 | $80K | 0.0% | -22.4% | 0.005% | |
2/9/2024 | Founders Financial Alliance LLC | 2,057 | $279K | 0.1% | -4.9% | 0.016% | |
2/9/2024 | Advisory Services Network LLC | 2,932 | $397K | 0.0% | +4.7% | 0.023% | |
2/9/2024 | Orion Portfolio Solutions LLC | 9,393 | $1.23M | 0.0% | -1.4% | 0.074% | |
2/9/2024 | Cypress Asset Management Inc. TX | 2,250 | $305K | 0.1% | N/A | 0.018% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 60,521 | $8.20M | 0.0% | -8.6% | 0.475% | |
2/9/2024 | WBI Investments LLC | 17,066 | $2.31M | 0.5% | -3.3% | 0.134% | |
2/9/2024 | Tidemark LLC | 4,676 | $633K | 0.4% | N/A | 0.037% | |
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2/9/2024 | Corient Private Wealth LLC | 4,735 | $641K | 0.0% | -6.6% | 0.037% | |
2/9/2024 | D.A. Davidson & CO. | 13,798 | $1.87M | 0.0% | N/A | 0.108% | |
2/9/2024 | Wells Fargo & Company MN | 155,353 | $21.04M | 0.0% | -2.7% | 1.218% | |
2/9/2024 | UBS Group AG | 140,728 | $19.06M | 0.0% | -18.2% | 1.104% | |
2/9/2024 | PNC Financial Services Group Inc. | 134,748 | $18.25M | 0.0% | +89.2% | 1.057% | |
2/8/2024 | Brown Advisory Inc. | 10,022 | $1.36M | 0.0% | +11.3% | 0.079% | |
2/8/2024 | Missouri Trust & Investment Co | 2,570 | $348K | 0.1% | N/A | 0.020% | |
2/8/2024 | Verity Asset Management Inc. | 1,786 | $242K | 0.2% | -17.8% | 0.014% | |
2/8/2024 | Level Four Advisory Services LLC | 3,411 | $462K | 0.0% | -6.5% | 0.027% | |
2/8/2024 | Financial Advocates Investment Management | 2,109 | $286K | 0.0% | -69.9% | 0.017% | |