4/16/2024 | OneAscent Financial Services LLC | 10,611 | $847K | 0.1% | +2.9% | 0.045% | |
4/16/2024 | Capital Asset Advisory Services LLC | 16,987 | $1.34M | 0.1% | -1.8% | 0.072% | |
4/16/2024 | Cypress Wealth Services LLC | 2,642 | $211K | 0.0% | N/A | 0.011% | |
4/16/2024 | Overbrook Management Corp | 41,168 | $3.29M | 0.9% | -16.5% | 0.175% | |
4/16/2024 | Mosley Wealth Management | 4,529 | $362K | 0.3% | N/A | 0.019% | |
4/15/2024 | Brookstone Capital Management | 6,473 | $517K | 0.0% | N/A | 0.028% | |
|
4/15/2024 | Windsor Capital Management LLC | 9,691 | $774K | 0.2% | +1.5% | 0.041% | |
4/13/2024 | Quad Cities Investment Group LLC | 8,221 | $656K | 0.4% | +3.9% | 0.045% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 31,685 | $2.53M | 0.1% | +7.4% | 0.172% | |
4/12/2024 | Austin Private Wealth LLC | 5,541 | $438K | 0.1% | N/A | 0.030% | |
4/12/2024 | Ignite Planners LLC | 4,245 | $338K | 0.1% | +4.4% | 0.023% | |
4/11/2024 | Security Financial Services INC. | 6,184 | $494K | 0.1% | N/A | 0.034% | |
4/11/2024 | Pflug Koory LLC | 4,389 | $350K | 0.2% | -6.4% | 0.024% | |
4/10/2024 | Park Avenue Securities LLC | 48,318 | $3.86M | 0.0% | +961.0% | 0.262% | |
4/10/2024 | Ridgewood Investments LLC | 6,893 | $550K | 0.3% | +10.7% | 0.037% | |
4/10/2024 | Banque Cantonale Vaudoise | 670 | $53K | 0.0% | +34.0% | 0.004% | |
4/9/2024 | Northwest Capital Management Inc | 10,962 | $875K | 0.3% | -13.9% | 0.059% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 51,476 | $4.05M | 0.1% | +21.2% | 0.279% | |
3/1/2024 | Creekmur Asset Management LLC | 1,863 | $146K | 0.0% | N/A | 0.010% | |
2/22/2024 | Scarborough Advisors LLC | 195,871 | $15.39M | 0.7% | N/A | 1.062% | |
2/16/2024 | Harbour Investments Inc. | 1,229 | $97K | 0.0% | +29.2% | 0.007% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 52,431 | $4.12M | 0.0% | -8.1% | 0.284% | |
2/15/2024 | Townsquare Capital LLC | 2,627 | $206K | 0.0% | N/A | 0.014% | |
2/15/2024 | Front Row Advisors LLC | 2,554 | $201K | 0.1% | -18.1% | 0.014% | |
2/15/2024 | Baker Avenue Asset Management LP | 282,110 | $22.17M | 0.9% | +7.4% | 1.529% | |
2/15/2024 | Hilltop Partners LLC | 3,237 | $254K | 0.1% | -95.2% | 0.018% | |
2/15/2024 | Modera Wealth Management LLC | 17,947 | $1.41M | 0.0% | -9.5% | 0.097% | |
2/15/2024 | Palogic Value Management L.P. | 14,268 | $1.12M | 0.5% | +11.4% | 0.077% | |
2/14/2024 | Royal Bank of Canada | 70,726 | $5.56M | 0.0% | +197.0% | 0.383% | |
2/14/2024 | Continuum Advisory LLC | 4,936 | $389K | 0.1% | N/A | 0.027% | |
2/14/2024 | Pinnacle Holdings LLC | 1,693 | $133K | 0.1% | N/A | 0.009% | |
2/14/2024 | Kestra Advisory Services LLC | 7,377 | $580K | 0.0% | -20.1% | 0.040% | |
2/14/2024 | Creative Planning | 2,815 | $221K | 0.0% | N/A | 0.015% | |
2/14/2024 | VitalStone Financial LLC | 4,350 | $342K | 0.3% | N/A | 0.024% | |
2/13/2024 | Envestnet Asset Management Inc. | 224,964 | $17.68M | 0.0% | +9.0% | 1.219% | |
2/13/2024 | 1832 Asset Management L.P. | 284,440 | $22.35M | 0.0% | N/A | 1.542% | |
2/13/2024 | Cetera Advisor Networks LLC | 41,034 | $3.23M | 0.0% | +20.8% | 0.222% | |
2/13/2024 | Oppenheimer & Co. Inc. | 24,724 | $1.94M | 0.0% | +1.0% | 0.134% | |
2/13/2024 | 360 Financial Inc. | 95,330 | $7.49M | 3.3% | +47.9% | 0.517% | |
2/12/2024 | Adams Wealth Management | 124,072 | $9.75M | 2.9% | +4.5% | 0.672% | |
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2/12/2024 | Scotia Capital Inc. | 3,344 | $263K | 0.0% | +9.2% | 0.018% | |
2/12/2024 | Stifel Financial Corp | 77,839 | $6.12M | 0.0% | +0.3% | 0.422% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 1,638 | $129K | 0.0% | +31.0% | 0.009% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 244,696 | $19.23M | 0.1% | -19.3% | 1.326% | |
2/9/2024 | Advisory Services Network LLC | 8,258 | $649K | 0.0% | -21.8% | 0.045% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 31,713 | $2.49M | 0.0% | -81.8% | 0.172% | |
2/9/2024 | Hanlon Investment Management Inc. | 4,988 | $392K | 0.1% | N/A | 0.027% | |
2/9/2024 | Certified Advisory Corp | 152,784 | $12.01M | 1.8% | N/A | 0.828% | |
2/9/2024 | Assetmark Inc. | 1,562,320 | $122.78M | 0.4% | +293.8% | 8.468% | |
2/9/2024 | UBS Group AG | 75,101 | $5.90M | 0.0% | -25.5% | 0.407% | |
2/8/2024 | Prestige Wealth Management Group LLC | 291,505 | $22.91M | 5.2% | -7.4% | 1.580% | |
2/8/2024 | AMG National Trust Bank | 416,174 | $32.71M | 1.0% | -10.5% | 2.256% | |
2/8/2024 | Eudaimonia Partners LLC | 20,522 | $1.61M | 0.4% | +95.8% | 0.111% | |
2/8/2024 | Janney Montgomery Scott LLC | 2,999 | $236K | 0.0% | -15.1% | 0.016% | |
2/7/2024 | Avantax Advisory Services Inc. | 18,181 | $1.43M | 0.0% | +39.0% | 0.099% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 16,815 | $1.32M | 0.0% | +67.2% | 0.091% | |
2/7/2024 | Econ Financial Services Corp | 24,685 | $1.94M | 1.4% | +3.0% | 0.134% | |
2/7/2024 | Calton & Associates Inc. | 5,823 | $458K | 0.2% | N/A | 0.032% | |
2/7/2024 | Principal Securities Inc. | 3,001 | $236K | 0.0% | N/A | 0.016% | |
2/6/2024 | Private Advisor Group LLC | 49,465 | $3.89M | 0.0% | +18.4% | 0.268% | |
2/6/2024 | Spire Wealth Management | 7,280 | $563K | 0.0% | +4.2% | 0.039% | |
2/6/2024 | Axxcess Wealth Management LLC | 24,842 | $1.95M | 0.1% | -15.0% | 0.135% | |
2/6/2024 | Aveo Capital Partners LLC | 50,826 | $3.99M | 0.5% | N/A | 0.275% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 3,562 | $280K | 0.0% | -8.0% | 0.019% | |
2/6/2024 | New York Life Investment Management LLC | 348,445 | $27.38M | 0.3% | +11.4% | 1.889% | |
2/5/2024 | McAdam LLC | 5,228 | $411K | 0.0% | -8.6% | 0.028% | |
2/2/2024 | Truist Financial Corp | 23,616 | $1.86M | 0.0% | -12.3% | 0.128% | |
2/2/2024 | Anfield Capital Management LLC | 9,836 | $773K | 0.4% | +2.7% | 0.053% | |
2/2/2024 | Overbrook Management Corp | 49,280 | $3.87M | 0.8% | N/A | 0.267% | |
2/2/2024 | Florin Court Capital LLP | 38,600 | $3.03M | 3.2% | +58.3% | 0.209% | |
2/2/2024 | Atria Wealth Solutions Inc. | 20,167 | $1.59M | 0.0% | +327.4% | 0.109% | |
2/1/2024 | Millington Financial Advisors LLC | 7,681 | $604K | 0.5% | -9.4% | 0.042% | |
2/1/2024 | Northwest Capital Management Inc | 12,732 | $1.00M | 0.3% | -7.4% | 0.069% | |
2/1/2024 | CWM LLC | 62,110 | $4.88M | 0.0% | +102.3% | 0.337% | |
2/1/2024 | Tradewinds Capital Management LLC | 4,192 | $329K | 0.1% | -99.3% | 0.023% | |
1/31/2024 | Calamos Wealth Management LLC | 30,550 | $2.40M | 0.2% | N/A | 0.166% | |
1/31/2024 | J.W. Cole Advisors Inc. | 8,602 | $676K | 0.0% | +23.6% | 0.047% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 46,095 | $3.62M | 2.2% | N/A | 0.250% | |
1/31/2024 | Greenleaf Trust | 295,183 | $23.20M | 0.2% | N/A | 1.600% | |
1/31/2024 | Bigelow Investment Advisors LLC | 5,224 | $411K | 0.2% | -11.6% | 0.028% | |
1/31/2024 | Key Financial Inc | 22,450 | $1.76M | 0.5% | -1.5% | 0.122% | |
1/31/2024 | Archer Investment Corp | 11,113 | $873K | 0.3% | +6.6% | 0.060% | |
1/30/2024 | TRUE Private Wealth Advisors | 3,653 | $287K | 0.0% | -88.7% | 0.020% | |
1/30/2024 | Scissortail Wealth Management LLC | 6,633 | $519K | 0.2% | -8.8% | 0.036% | |
1/30/2024 | Kades & Cheifetz LLC | 60,339 | $4.74M | 3.4% | -9.8% | 0.327% | |
1/29/2024 | Aire Advisors LLC | 123,974 | $9.76M | 2.4% | +0.8% | 0.672% | |
1/29/2024 | Outlook Wealth Advisors LLC | 11,787 | $926K | 0.3% | N/A | 0.064% | |
1/26/2024 | Harbor Investment Advisory LLC | 1,984 | $156K | 0.0% | +10.2% | 0.011% | |
1/25/2024 | International Assets Investment Management LLC | 15,718 | $1.24M | 0.0% | N/A | 0.085% | |
1/25/2024 | Centurion Wealth Management LLC | 7,232 | $568K | 0.2% | +4.3% | 0.039% | |
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1/25/2024 | Retireful LLC | 4,459 | $350K | 0.2% | -25.9% | 0.024% | |
1/25/2024 | Capital Wealth Management LLC | 36,124 | $2.84M | 1.4% | +1.6% | 0.196% | |
1/24/2024 | Provident Wealth Management LLC | 29,521 | $2.32M | 1.0% | -4.8% | 0.160% | |
1/24/2024 | Stratos Wealth Partners LTD. | 7,724 | $607K | 0.0% | N/A | 0.042% | |
1/24/2024 | Allworth Financial LP | 15,247 | $1.20M | 0.0% | +320.8% | 0.083% | |
1/24/2024 | International Assets Investment Management LLC | 15,718 | $1.24M | 0.0% | N/A | 0.085% | |
1/23/2024 | Advisory Alpha LLC | 403,028 | $31.68M | 1.5% | +2.0% | 2.184% | |
1/23/2024 | Richard W. Paul & Associates LLC | 9,622 | $756K | 0.3% | -1.5% | 0.052% | |
1/22/2024 | Osborne Partners Capital Management LLC | 137,161 | $10.78M | 0.7% | +0.5% | 0.743% | |
1/22/2024 | JB Capital LLC | 2,576 | $203K | 0.0% | -6.3% | 0.014% | |