7/27/2024 | Riversedge Advisors LLC | 60,489 | $3.12M | 0.8% | -0.7% | 0.106% | |
7/26/2024 | 1900 Wealth Management LLC | 23,475 | $1.21M | 0.1% | -28.5% | 0.041% | |
7/26/2024 | Argonautica Private Wealth Management Inc. | 8,667 | $448K | 0.2% | +3.4% | 0.015% | |
7/26/2024 | Bank of New York Mellon Corp | 364,755 | $18.84M | 0.0% | -1.8% | 0.642% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 19,726 | $1.03M | 0.4% | +47.6% | 0.035% | |
7/25/2024 | Yeomans Consulting Group Inc. | 22,366 | $1.16M | 0.4% | +1.1% | 0.039% | |
|
7/24/2024 | McAdam LLC | 20,385 | $1.05M | 0.1% | -6.0% | 0.036% | |
7/24/2024 | Everhart Financial Group Inc. | 7,478 | $386K | 0.1% | +4.9% | 0.013% | |
7/23/2024 | All Season Financial Advisors Inc. | 14,835 | $766K | 0.7% | -7.8% | 0.026% | |
7/23/2024 | 1620 Investment Advisors Inc. | 1,646 | $85K | 0.1% | N/A | 0.003% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 16,638 | $859K | 0.1% | +31.7% | 0.029% | |
7/23/2024 | NewSquare Capital LLC | 108,277 | $5.59M | 0.5% | -2.6% | 0.190% | |
7/23/2024 | Xcel Wealth Management LLC | 6,250 | $323K | 0.1% | +4.2% | 0.011% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 23,878 | $1.23M | 0.1% | +32.4% | 0.042% | |
7/19/2024 | Chesley Taft & Associates LLC | 11,725 | $606K | 0.0% | -10.7% | 0.021% | |
7/19/2024 | Revolve Wealth Partners LLC | 177,006 | $9.14M | 1.5% | +4.0% | 0.311% | |
7/19/2024 | Raymond James & Associates | 42,489 | $2.20M | 0.0% | -9.6% | 0.075% | |
7/19/2024 | ERTS Wealth Advisors LLC | 11,297 | $583K | 0.1% | -6.1% | 0.020% | |
7/18/2024 | Sofi Wealth LLC | 76,205 | $3.94M | 0.3% | +9.7% | 0.134% | |
7/17/2024 | Westside Investment Management Inc. | 21,761 | $1.12M | 0.3% | +11.9% | 0.038% | |
7/17/2024 | Cypress Financial Planning LLC | 7,247 | $374K | 0.2% | +7.9% | 0.013% | |
7/17/2024 | TruWealth Advisors LLC | 58,294 | $3.01M | 0.2% | +9.3% | 0.103% | |
7/17/2024 | Capital Advisors Wealth Management LLC | 41,390 | $2.14M | 0.4% | -5.8% | 0.073% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 53,110 | $2.74M | 0.0% | +43.3% | 0.093% | |
7/16/2024 | Great Valley Advisor Group Inc. | 76,721 | $3.96M | 0.1% | -1.7% | 0.135% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 38,540 | $1.99M | 0.0% | +7.7% | 0.068% | |
7/16/2024 | Apeiron RIA LLC | 34,537 | $1.78M | 0.5% | +4.9% | 0.061% | |
7/16/2024 | Burke & Herbert Bank & Trust Co. | 7,915 | $409K | 0.1% | N/A | 0.014% | |
7/16/2024 | Hart & Patterson Financial Group LLC | 32,858 | $1.70M | 0.8% | +1.1% | 0.058% | |
7/16/2024 | Wedmont Private Capital | 28,094 | $1.47M | 0.1% | +4.1% | 0.049% | |
7/16/2024 | FLC Capital Advisors | 7,476 | $386K | 0.1% | N/A | 0.013% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 24,158 | $1.25M | 0.0% | +29.8% | 0.042% | |
7/15/2024 | Occidental Asset Management LLC | 4,672 | $241K | 0.0% | N/A | 0.008% | |
7/15/2024 | Aspire Private Capital LLC | 1,338 | $69K | 0.0% | +74.2% | 0.002% | |
7/15/2024 | S. R. Schill & Associates | 8,000 | $413K | 0.2% | -27.1% | 0.014% | |
7/15/2024 | RFG Advisory LLC | 192,673 | $9.95M | 0.3% | +2.6% | 0.339% | |
7/12/2024 | Williams & Novak LLC | 22,425 | $1.16M | 1.1% | +32.7% | 0.039% | |
7/12/2024 | Hyperion Partners LLC | 4,599 | $238K | 0.2% | N/A | 0.008% | |
7/12/2024 | Atlas Private Wealth Advisors | 17,924 | $926K | 0.2% | +94.5% | 0.032% | |
7/11/2024 | WBH Advisory Inc. | 5,827 | $301K | 0.0% | +7.9% | 0.010% | |
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7/11/2024 | CX Institutional | 159,335 | $8.23M | 0.4% | -2.7% | 0.280% | |
7/10/2024 | Csenge Advisory Group | 20,186 | $1.04M | 0.1% | +22.0% | 0.036% | |
7/10/2024 | Simplicity Wealth LLC | 28,371 | $1.47M | 0.0% | N/A | 0.050% | |
7/10/2024 | PFW Advisors LLC | 13,771 | $711K | 0.2% | -27.8% | 0.024% | |
7/10/2024 | CWM LLC | 199,818 | $10.32M | 0.0% | -8.4% | 0.351% | |
7/9/2024 | Arden Trust Co | 62,092 | $3.21M | 0.4% | +2.6% | 0.109% | |
7/9/2024 | Park Avenue Securities LLC | 53,383 | $2.76M | 0.0% | +30.7% | 0.094% | |
7/9/2024 | Lynx Investment Advisory | 1,353 | $70K | 0.1% | N/A | 0.002% | |
7/9/2024 | Mather Group LLC. | 63,521 | $3.32M | 0.0% | +1.6% | 0.112% | |
7/8/2024 | Insight Wealth Strategies LLC | 82,200 | $4.25M | 0.6% | +7.0% | 0.145% | |
7/8/2024 | FC Advisory LLC | 15,928 | $823K | 0.3% | +14.6% | 0.028% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 584 | $30K | 0.0% | N/A | 0.001% | |
6/11/2024 | EverSource Wealth Advisors LLC | 23,244 | $1.19M | 0.1% | +89.4% | 0.041% | |
6/10/2024 | Hamilton Wealth LLC | 6,808 | $356K | 0.1% | N/A | 0.012% | |
5/24/2024 | Cetera Advisors LLC | 23,822 | $1.25M | 0.0% | +44.8% | 0.042% | |
5/24/2024 | Cetera Investment Advisers | 238,452 | $12.46M | 0.0% | +76.5% | 0.419% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 7,010 | $366K | 0.0% | -55.7% | 0.012% | |
5/17/2024 | Comerica Bank | 20,497 | $1.07M | 0.0% | -63.5% | 0.036% | |
5/17/2024 | Wiser Advisor Group LLC | 7,195 | $376K | 0.6% | -9.7% | 0.013% | |
5/16/2024 | Jane Street Group LLC | 191,071 | $9.99M | 0.0% | -47.8% | 0.336% | |
5/16/2024 | Innova Wealth Partners | 7,775 | $406K | 0.3% | -5.5% | 0.014% | |
5/14/2024 | CreativeOne Wealth LLC | 17,180 | $898K | 0.0% | +45.5% | 0.030% | |
5/14/2024 | Owen LaRue LLC | 117,453 | $6.14M | 3.8% | +220.4% | 0.207% | |
5/11/2024 | Ironwood Investment Counsel LLC | 114,260 | $5.97M | 1.0% | -6.5% | 0.201% | |
5/10/2024 | Osaic Holdings Inc. | 172,753 | $9.03M | 0.0% | -48.9% | 0.304% | |
5/10/2024 | TIAA Trust National Association | 684,389 | $35.77M | 0.1% | +1.7% | 1.204% | |
5/9/2024 | Forum Financial Management LP | 375,533 | $19.63M | 0.3% | -29.5% | 0.661% | |
5/9/2024 | Kingsview Wealth Management LLC | 14,529 | $759K | 0.0% | -7.8% | 0.026% | |
5/9/2024 | Condor Capital Management | 4,208 | $220K | 0.0% | -37.5% | 0.007% | |
5/8/2024 | Avantax Advisory Services Inc. | 13,120 | $686K | 0.0% | -1.7% | 0.023% | |
5/8/2024 | Sofi Wealth LLC | 69,489 | $3.63M | 0.3% | +6.7% | 0.123% | |
5/7/2024 | Verus Capital Partners LLC | 7,395 | $386K | 0.0% | +6.4% | 0.013% | |
5/7/2024 | Sei Investments Co. | 3,525,337 | $184.23M | 0.3% | +10.0% | 6.229% | |
5/7/2024 | Concurrent Investment Advisors LLC | 8,608 | $450K | 0.0% | +3.3% | 0.015% | |
5/7/2024 | Oppenheimer & Co. Inc. | 35,548 | $1.86M | 0.0% | +4.3% | 0.063% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 123,982 | $6.48M | 0.2% | -3.0% | 0.219% | |
5/7/2024 | SG Americas Securities LLC | 94,916 | $4.96M | 0.0% | -32.6% | 0.168% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 37,055 | $1.94M | 0.0% | +44.3% | 0.065% | |
5/4/2024 | Csenge Advisory Group | 16,548 | $865K | 0.0% | +62.3% | 0.029% | |
5/4/2024 | Richardson Financial Services Inc. | 9,033 | $472K | 0.3% | +19.2% | 0.016% | |
5/3/2024 | Rehmann Capital Advisory Group | 25,525 | $1.33M | 0.1% | +21.7% | 0.045% | |
5/3/2024 | Whittier Trust Co. | 3,305 | $173K | 0.0% | -74.2% | 0.006% | |
5/1/2024 | Capstone Investment Advisors LLC | 367,701 | $19.22M | 0.1% | +97.3% | 0.650% | |
5/1/2024 | Janney Montgomery Scott LLC | 121,454 | $6.35M | 0.0% | +24.7% | 0.215% | |
5/1/2024 | BNP Paribas Financial Markets | 49,303 | $2.58M | 0.0% | +3,186.9% | 0.087% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 12,631 | $660K | 0.0% | +33.3% | 0.022% | |
4/30/2024 | Private Advisor Group LLC | 12,711 | $664K | 0.0% | +17.3% | 0.022% | |
4/30/2024 | Norden Group LLC | 14,702 | $768K | 0.1% | N/A | 0.026% | |
4/30/2024 | HB Wealth Management LLC | 16,970 | $887K | 0.0% | +11.6% | 0.030% | |
4/30/2024 | AFT Forsyth & Company Inc. | 12,625 | $660K | 0.4% | -19.2% | 0.022% | |
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4/30/2024 | Perigon Wealth Management LLC | 13,462 | $704K | 0.0% | +2.4% | 0.024% | |
4/29/2024 | Commonwealth Equity Services LLC | 807,663 | $42.21M | 0.1% | +0.8% | 1.427% | |
4/29/2024 | FAS Wealth Partners Inc. | 61,247 | $3.20M | 0.3% | -1.8% | 0.108% | |
4/25/2024 | Capital Investment Advisory Services LLC | 500 | $26K | 0.0% | N/A | 0.001% | |
4/24/2024 | 1900 Wealth Management LLC | 32,843 | $1.72M | 0.2% | -82.7% | 0.058% | |
4/24/2024 | Activest Wealth Management | 1,879 | $98K | 0.0% | +93,850.0% | 0.003% | |
4/23/2024 | Sage Mountain Advisors LLC | 28,099 | $1.47M | 0.2% | -92.8% | 0.050% | |
4/23/2024 | McAdam LLC | 21,697 | $1.13M | 0.1% | -5.1% | 0.038% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 134,570 | $7.03M | 0.0% | -4.1% | 0.238% | |
4/22/2024 | PFG Investments LLC | 5,651 | $295K | 0.0% | N/A | 0.010% | |