4/19/2024 | OMNI 360 Wealth Inc. | 14,155 | $584K | 0.5% | -3.1% | 0.040% | |
4/18/2024 | Iams Wealth Management LLC | 18,048 | $742K | 0.5% | +6.0% | 0.050% | |
4/18/2024 | Miracle Mile Advisors LLC | 23,108 | $953K | 0.0% | -6.1% | 0.065% | |
4/16/2024 | Register Financial Advisors LLC | 616 | $25K | 0.0% | N/A | 0.002% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 11,593 | $478K | 0.0% | -5.8% | 0.032% | |
4/15/2024 | Brookstone Capital Management | 34,038 | $1.40M | 0.0% | +4.9% | 0.095% | |
|
4/15/2024 | Elevated Capital Advisors LLC | 72,217 | $2.98M | 0.9% | +7.5% | 0.202% | |
4/15/2024 | Flagstar Advisors Inc. | 40,007 | $1.65M | 0.5% | +1.6% | 0.112% | |
4/13/2024 | Quad Cities Investment Group LLC | 53,394 | $2.20M | 1.3% | +4.8% | 0.149% | |
4/11/2024 | International Assets Investment Management LLC | 13,341 | $547K | 0.0% | +4.2% | 0.037% | |
4/11/2024 | Murphy Middleton Hinkle & Parker Inc. | 17,231 | $710K | 0.4% | -14.3% | 0.048% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 4,817 | $199K | 0.1% | +7.1% | 0.013% | |
4/10/2024 | Park Avenue Securities LLC | 13,546 | $559K | 0.0% | -6.8% | 0.038% | |
4/10/2024 | KMG Fiduciary Partners LLC | 261,451 | $10.78M | 1.1% | +14.5% | 0.727% | |
4/10/2024 | EWG Elevate Inc. | 49,188 | $2.03M | 0.8% | +1.7% | 0.137% | |
4/1/2024 | Park National Corp OH | 378,233 | $15.60M | 0.6% | -5.5% | 1.064% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 31,947 | $1.33M | 0.9% | N/A | 0.090% | |
2/26/2024 | Centaurus Financial Inc. | 7,327 | $305K | 0.0% | -82.7% | 0.021% | |
2/26/2024 | Integrated Advisors Network LLC | 41,142 | $1.71M | 0.1% | -2.4% | 0.116% | |
2/23/2024 | Chicago Partners Investment Group LLC | 33,237 | $1.36M | 0.1% | +35.2% | 0.093% | |
2/23/2024 | Beacon Financial Group | 39,536 | $1.64M | 0.2% | +1.9% | 0.111% | |
2/21/2024 | Raleigh Capital Management Inc. | 3,591 | $149K | 0.1% | -15.2% | 0.010% | |
2/16/2024 | Harbour Investments Inc. | 115,981 | $4.82M | 0.2% | -1.3% | 0.326% | |
2/15/2024 | Virtue Capital Management LLC | 11,480 | $471K | 0.1% | +25.0% | 0.032% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 6,866 | $285K | 0.1% | +24.5% | 0.019% | |
2/15/2024 | Citadel Advisors LLC | 9,702 | $403K | 0.0% | -82.1% | 0.027% | |
2/15/2024 | Comerica Bank | 26,896 | $1.12M | 0.0% | -2.6% | 0.076% | |
2/14/2024 | Royal Bank of Canada | 659,817 | $27.43M | 0.0% | +16.7% | 1.856% | |
2/14/2024 | Kestra Advisory Services LLC | 83,031 | $3.45M | 0.0% | -9.5% | 0.234% | |
2/14/2024 | MGO One Seven LLC | 7,082 | $294K | 0.0% | +6.6% | 0.020% | |
2/14/2024 | Visionary Wealth Advisors | 110,892 | $4.61M | 0.3% | N/A | 0.312% | |
2/14/2024 | Bennett Associates Wealth Management | 34,422 | $1.43M | 1.4% | N/A | 0.097% | |
2/14/2024 | Waterloo Capital L.P. | 11,496 | $478K | 0.1% | -7.8% | 0.032% | |
2/13/2024 | Envestnet Asset Management Inc. | 247,973 | $10.31M | 0.0% | +24.2% | 0.698% | |
2/13/2024 | Cetera Advisor Networks LLC | 87,471 | $3.64M | 0.0% | -7.0% | 0.246% | |
2/13/2024 | Oppenheimer & Co. Inc. | 35,919 | $1.49M | 0.0% | +13.6% | 0.101% | |
2/13/2024 | First Trust Advisors LP | 2,609,343 | $108.47M | 0.1% | -0.3% | 7.340% | |
2/13/2024 | ROI Financial Advisors LLC | 5,331 | $222K | 0.2% | N/A | 0.015% | |
2/13/2024 | Rathbones Group PLC | 15,546 | $646K | 0.0% | -4.0% | 0.044% | |
2/12/2024 | StoneX Group Inc. | 88,141 | $3.66M | 0.4% | +8.2% | 0.248% | |
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2/12/2024 | Stifel Financial Corp | 176,251 | $7.33M | 0.0% | +2.7% | 0.496% | |
2/9/2024 | Orion Portfolio Solutions LLC | 5,023 | $206K | 0.0% | -36.6% | 0.014% | |
2/9/2024 | US Bancorp DE | 4,278 | $178K | 0.0% | -34.7% | 0.012% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 124,848 | $5.19M | 0.0% | -37.5% | 0.351% | |
2/9/2024 | InterOcean Capital Group LLC | 10,079 | $419K | 0.0% | N/A | 0.028% | |
2/9/2024 | Assetmark Inc. | 25,017 | $1.04M | 0.0% | +48.0% | 0.070% | |
2/9/2024 | D.A. Davidson & CO. | 35,373 | $1.47M | 0.0% | +32.9% | 0.100% | |
2/9/2024 | Wells Fargo & Company MN | 2,035,703 | $84.62M | 0.0% | -5.9% | 5.726% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 24,369 | $1.01M | 0.1% | -30.0% | 0.069% | |
2/9/2024 | UBS Group AG | 1,128,891 | $46.93M | 0.0% | +9.2% | 3.176% | |
2/8/2024 | Level Four Advisory Services LLC | 6,505 | $270K | 0.0% | +15.5% | 0.018% | |
2/8/2024 | Financial Advocates Investment Management | 13,248 | $551K | 0.0% | +21.7% | 0.037% | |
2/8/2024 | Kingsview Wealth Management LLC | 307,438 | $12.78M | 0.4% | +35.2% | 0.865% | |
2/8/2024 | OMNI 360 Wealth Inc. | 14,615 | $608K | 0.6% | N/A | 0.041% | |
2/8/2024 | Janney Capital Management LLC | 79,188 | $3.29M | 0.2% | -2.4% | 0.223% | |
2/8/2024 | Janney Montgomery Scott LLC | 164,360 | $6.83M | 0.0% | -4.2% | 0.462% | |
2/7/2024 | Avantax Advisory Services Inc. | 94,172 | $3.92M | 0.0% | +46.7% | 0.265% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 67,298 | $2.80M | 0.0% | +2.0% | 0.189% | |
2/7/2024 | One Capital Management LLC | 1,165,155 | $48.44M | 1.9% | -14.0% | 3.278% | |
2/7/2024 | NBC Securities Inc. | 2,524 | $104K | 0.0% | -10.2% | 0.007% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 7,917 | $329K | 0.2% | -24.2% | 0.022% | |
2/7/2024 | Principal Securities Inc. | 1,799 | $75K | 0.0% | N/A | 0.005% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 12,271 | $510K | 0.0% | +5.3% | 0.035% | |
2/7/2024 | Darwin Wealth Management LLC | 93,578 | $3.89M | 1.1% | -8.6% | 0.263% | |
2/6/2024 | EdgeRock Capital LLC | 12,821 | $529K | 0.4% | N/A | 0.036% | |
2/6/2024 | Private Advisor Group LLC | 244,352 | $10.16M | 0.1% | +36.6% | 0.687% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 12,305 | $512K | 0.0% | -21.9% | 0.035% | |
2/6/2024 | Spire Wealth Management | 33,727 | $1.39M | 0.0% | -10.8% | 0.095% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 46,273 | $1.92M | 0.1% | -1.3% | 0.130% | |
2/6/2024 | Merit Financial Group LLC | 5,233 | $218K | 0.0% | -36.6% | 0.015% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 17,202 | $715K | 0.0% | +5.6% | 0.048% | |
2/5/2024 | Kestra Private Wealth Services LLC | 46,007 | $1.91M | 0.0% | +5.1% | 0.129% | |
2/5/2024 | Silver Oak Securities Incorporated | 18,710 | $778K | 0.1% | +5.0% | 0.053% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 46,250 | $1.92M | 0.5% | -5.4% | 0.130% | |
2/2/2024 | Truist Financial Corp | 65,567 | $2.73M | 0.0% | -6.6% | 0.184% | |
2/2/2024 | Kovack Advisors Inc. | 72,821 | $3.03M | 0.4% | +1.9% | 0.205% | |
2/2/2024 | TAP Consulting LLC | 47,336 | $1.97M | 0.5% | N/A | 0.133% | |
2/2/2024 | Atria Wealth Solutions Inc. | 61,879 | $2.57M | 0.0% | -51.0% | 0.174% | |
2/1/2024 | Diversified LLC | 6,185 | $257K | 0.1% | N/A | 0.017% | |
2/1/2024 | Capital Investment Advisory Services LLC | 15,060 | $626K | 0.1% | -7.3% | 0.042% | |
2/1/2024 | Brendel Financial Advisors LLC | 80,412 | $3.34M | 2.2% | -1.2% | 0.226% | |
2/1/2024 | Sigma Planning Corp | 36,987 | $1.54M | 0.1% | -74.8% | 0.104% | |
2/1/2024 | CWM LLC | 78,661 | $3.27M | 0.0% | -22.5% | 0.221% | |
1/31/2024 | J.W. Cole Advisors Inc. | 39,801 | $1.66M | 0.1% | +13.6% | 0.112% | |
1/31/2024 | American Financial Advisors LLC | 4,975 | $207K | 0.0% | -18.5% | 0.014% | |
1/31/2024 | Western Wealth Management LLC | 9,649 | $401K | 0.0% | -4.4% | 0.027% | |
1/31/2024 | Family Capital Management Inc. | 5,465 | $227K | 0.2% | -81.8% | 0.015% | |
1/31/2024 | Luken Investment Analytics LLC | 78,186 | $3.25M | 1.8% | -79.0% | 0.220% | |
1/30/2024 | Imprint Wealth LLC | 10,930 | $454K | 0.4% | +10.9% | 0.031% | |
1/30/2024 | Capital Analysts LLC | 10,130 | $421K | 0.0% | -14.4% | 0.028% | |
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1/30/2024 | Aurora Private Wealth Inc. | 7,170 | $298K | 0.3% | N/A | 0.020% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 4,498 | $187K | 0.1% | -14.6% | 0.013% | |
1/29/2024 | Koshinski Asset Management Inc. | 5,846 | $243K | 0.0% | N/A | 0.016% | |
1/29/2024 | NewEdge Wealth LLC | 7,839 | $326K | 0.0% | -55.3% | 0.022% | |
1/26/2024 | Geneos Wealth Management Inc. | 13,873 | $577K | 0.0% | -4.7% | 0.039% | |
1/25/2024 | International Assets Investment Management LLC | 12,808 | $532K | 0.0% | N/A | 0.036% | |
1/25/2024 | Strategic Blueprint LLC | 6,522 | $271K | 0.0% | N/A | 0.018% | |
1/24/2024 | Stratos Wealth Partners LTD. | 107,657 | $4.48M | 0.1% | +26.0% | 0.303% | |
1/24/2024 | Arkadios Wealth Advisors | 210,911 | $8.77M | 0.7% | -0.6% | 0.593% | |
1/24/2024 | International Assets Investment Management LLC | 532,426 | $22.13M | 0.0% | N/A | 1.498% | |