4/25/2024 | Cambridge Investment Research Advisors Inc. | 123,558 | $8.61M | 0.0% | +3.8% | 0.357% | |
4/24/2024 | Berkshire Bank | 5,942 | $414K | 0.1% | -41.5% | 0.017% | |
4/24/2024 | Simplicity Wealth LLC | 6,051 | $422K | 0.0% | N/A | 0.017% | |
4/23/2024 | Cherry Creek Investment Advisors Inc. | 158,209 | $11.02M | 6.0% | -2.7% | 0.457% | |
4/23/2024 | Masso Torrence Wealth Management Inc. | 4,808 | $335K | 0.2% | -13.5% | 0.014% | |
4/23/2024 | TrueWealth Advisors LLC | 7,709 | $537K | 0.2% | +10.1% | 0.022% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 919,672 | $64.07M | 0.1% | -2.9% | 2.658% | |
4/22/2024 | Centennial Wealth Advisory LLC | 2,928 | $204K | 0.1% | -12.3% | 0.008% | |
4/22/2024 | PFG Investments LLC | 5,622 | $392K | 0.0% | +21.7% | 0.016% | |
4/22/2024 | Raymond James & Associates | 367,031 | $25.57M | 0.0% | +0.3% | 1.061% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 14,005 | $976K | 0.1% | +57.3% | 0.040% | |
4/18/2024 | Capital Advisors Ltd. LLC | 34,677 | $2.42M | 0.3% | +7.8% | 0.100% | |
4/18/2024 | Iams Wealth Management LLC | 44,828 | $3.02M | 1.8% | -1.2% | 0.129% | |
4/18/2024 | Barry Investment Advisors LLC | 4,125 | $287K | 0.1% | N/A | 0.012% | |
4/18/2024 | Seneca House Advisors | 3,112 | $217K | 0.1% | -26.0% | 0.009% | |
4/17/2024 | Founders Financial Securities LLC | 3,614 | $252K | 0.0% | -8.0% | 0.010% | |
4/16/2024 | OneAscent Financial Services LLC | 25,508 | $1.78M | 0.2% | +10.9% | 0.074% | |
4/16/2024 | Hengehold Capital Management LLC | 56,571 | $3.94M | 0.4% | -3.8% | 0.163% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 22,586 | $1.57M | 0.0% | +17.6% | 0.065% | |
4/15/2024 | Defined Wealth Management LLC | 49,249 | $3.43M | 2.5% | -0.4% | 0.142% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 3,160 | $220K | 0.1% | N/A | 0.009% | |
4/15/2024 | Hobart Private Capital LLC | 23,633 | $1.65M | 0.5% | +95.7% | 0.068% | |
4/15/2024 | Elevated Capital Advisors LLC | 39,654 | $2.76M | 0.8% | +2.7% | 0.114% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 11,415 | $795K | 0.1% | N/A | 0.033% | |
4/12/2024 | Kaydan Wealth Management Inc. | 32,168 | $2.24M | 0.8% | +0.8% | 0.093% | |
4/12/2024 | Harbor Investment Advisory LLC | 6,930 | $483K | 0.0% | +2.2% | 0.020% | |
4/12/2024 | Global Assets Advisory LLC | 268,091 | $18.68M | 0.1% | N/A | 0.776% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 21,731 | $1.51M | 0.7% | -0.8% | 0.063% | |
4/11/2024 | Clarus Wealth Advisors | 6,116 | $420K | 0.2% | -3.7% | 0.018% | |
4/11/2024 | SignalPoint Asset Management LLC | 23,048 | $1.61M | 0.4% | -32.1% | 0.067% | |
4/11/2024 | Ballew Advisors Inc | 33,482 | $2.30M | 1.6% | +4.1% | 0.097% | |
4/10/2024 | Aprio Wealth Management LLC | 185,051 | $12.89M | 2.5% | +0.8% | 0.536% | |
4/10/2024 | Park Avenue Securities LLC | 22,575 | $1.57M | 0.0% | +7.1% | 0.065% | |
4/9/2024 | Destiny Wealth Partners LLC | 3,193 | $222K | 0.0% | N/A | 0.009% | |
4/5/2024 | NBC Securities Inc. | 10,058 | $711K | 0.1% | -1.7% | 0.029% | |
4/3/2024 | Arden Trust Co | 175,605 | $12.23M | 1.7% | -2.5% | 0.505% | |
4/1/2024 | Park National Corp OH | 315,716 | $22.00M | 0.8% | -0.4% | 0.908% | |
3/22/2024 | PNC Financial Services Group Inc. | 4,680 | $300K | 0.0% | -22.6% | 0.013% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 25,216 | $1.62M | 1.1% | N/A | 0.073% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 6,151 | $394K | 0.0% | -30.8% | 0.018% | |
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3/4/2024 | Tucker Asset Management LLC | 2,678 | $172K | 0.0% | -32.3% | 0.008% | |
3/1/2024 | Creekmur Asset Management LLC | 1,062 | $68K | 0.0% | N/A | 0.003% | |
2/28/2024 | EP Wealth Advisors LLC | 7,177 | $460K | 0.0% | +76.4% | 0.021% | |
2/26/2024 | Virtu Financial LLC | 35,334 | $2.27M | 0.2% | N/A | 0.102% | |
2/23/2024 | Chicago Partners Investment Group LLC | 3,036 | $203K | 0.0% | -32.7% | 0.009% | |
2/15/2024 | Comerica Bank | 21,296 | $1.37M | 0.0% | -1.9% | 0.061% | |
2/14/2024 | Bennett Associates Wealth Management | 26,273 | $1.68M | 1.6% | N/A | 0.076% | |
2/14/2024 | Regal Investment Advisors LLC | 47,634 | $3.05M | 0.2% | -5.4% | 0.137% | |
2/13/2024 | Platform Technology Partners | 3,151 | $212K | 0.1% | -40.9% | 0.009% | |
2/13/2024 | Oppenheimer & Co. Inc. | 36,478 | $2.34M | 0.0% | -2.9% | 0.105% | |
2/13/2024 | TFG Advisers LLC | 12,294 | $788K | 0.3% | +2.8% | 0.035% | |
2/12/2024 | Harvest Investment Services LLC | 48,235 | $3.09M | 1.4% | -8.5% | 0.139% | |
2/12/2024 | StoneX Group Inc. | 21,900 | $1.41M | 0.2% | -1.3% | 0.063% | |
2/12/2024 | Stifel Financial Corp | 315,234 | $20.21M | 0.0% | -1.6% | 0.907% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 117,615 | $7.54M | 0.5% | -4.3% | 0.338% | |
2/9/2024 | Advisory Services Network LLC | 4,474 | $287K | 0.0% | -17.7% | 0.013% | |
2/9/2024 | Orion Portfolio Solutions LLC | 125,719 | $7.92M | 0.1% | +0.9% | 0.362% | |
2/9/2024 | US Bancorp DE | 16,126 | $1.03M | 0.0% | -3.6% | 0.046% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 119,007 | $7.63M | 0.0% | +8.2% | 0.342% | |
2/9/2024 | Financial Advisors Network Inc. | 4,200 | $269K | 0.1% | -9.1% | 0.012% | |
2/9/2024 | Assetmark Inc. | 57,188 | $3.67M | 0.0% | +36.4% | 0.165% | |
2/9/2024 | D.A. Davidson & CO. | 234,992 | $15.06M | 0.1% | -3.3% | 0.676% | |
2/9/2024 | Wells Fargo & Company MN | 1,404,952 | $90.04M | 0.0% | +7.6% | 4.042% | |
2/9/2024 | UBS Group AG | 1,082,866 | $69.40M | 0.0% | +28.8% | 3.115% | |
2/9/2024 | PNC Financial Services Group Inc. | 4,680 | $300K | 0.0% | -22.6% | 0.013% | |
2/8/2024 | Level Four Advisory Services LLC | 8,927 | $572K | 0.0% | +5.7% | 0.026% | |
2/8/2024 | Financial Advocates Investment Management | 22,788 | $1.46M | 0.1% | +4.6% | 0.066% | |
2/8/2024 | WT Wealth Management | 3,413 | $219K | 0.1% | -83.9% | 0.010% | |
2/8/2024 | Atlantic Edge Private Wealth Management LLC | 3,227 | $207K | 0.1% | N/A | 0.009% | |
2/7/2024 | Avantax Advisory Services Inc. | 70,294 | $4.51M | 0.0% | -14.2% | 0.202% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 64,810 | $4.15M | 0.0% | +8.6% | 0.186% | |
2/7/2024 | Great Diamond Partners LLC | 63,539 | $4.07M | 1.0% | +18.4% | 0.183% | |
2/7/2024 | Iams Wealth Management LLC | 45,384 | $2.91M | 1.9% | +9.5% | 0.131% | |
2/7/2024 | Principal Securities Inc. | 1,430 | $92K | 0.0% | N/A | 0.004% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 17,229 | $1.10M | 0.1% | +4.5% | 0.050% | |
2/7/2024 | Clearwater Capital Advisors LLC | 30,809 | $1.98M | 0.2% | +0.7% | 0.089% | |
2/6/2024 | Private Advisor Group LLC | 55,830 | $3.58M | 0.0% | +1.9% | 0.161% | |
2/6/2024 | Benjamin Edwards Inc. | 3,603 | $231K | 0.1% | +7.1% | 0.010% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 77,689 | $4.98M | 0.3% | +53.9% | 0.224% | |
2/6/2024 | Great Valley Advisor Group Inc. | 5,928 | $380K | 0.0% | +5.0% | 0.017% | |
2/5/2024 | Northcape Wealth Management LLC | 6,500 | $417K | 0.2% | -3.0% | 0.019% | |
2/5/2024 | Kestra Private Wealth Services LLC | 39,870 | $2.56M | 0.1% | -8.5% | 0.115% | |
2/5/2024 | Flaharty Asset Management LLC | 452,410 | $29.00M | 4.6% | -0.8% | 1.302% | |
2/5/2024 | Silver Oak Securities Incorporated | 13,789 | $884K | 0.1% | +12.9% | 0.040% | |
2/5/2024 | Pursue Wealth Partners LLC | 69,427 | $4.45M | 2.9% | +1.5% | 0.200% | |
2/2/2024 | Truist Financial Corp | 60,320 | $3.87M | 0.0% | -1.0% | 0.174% | |
2/2/2024 | New England Private Wealth Advisors LLC | 134,141 | $8.60M | 1.6% | +2.3% | 0.386% | |
2/2/2024 | Atria Wealth Solutions Inc. | 100,599 | $6.45M | 0.1% | -33.9% | 0.289% | |
2/2/2024 | Capital Advisors Ltd. LLC | 32,175 | $2.06M | 0.3% | +10.9% | 0.093% | |
2/1/2024 | GAMMA Investing LLC | 861 | $57K | 0.0% | N/A | 0.002% | |
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2/1/2024 | Element Wealth LLC | 12,663 | $812K | 0.5% | -6.1% | 0.036% | |
2/1/2024 | National Wealth Management Group LLC | 3,576 | $229K | 0.2% | -42.4% | 0.010% | |
2/1/2024 | Larson Financial Group LLC | 8,833 | $566K | 0.0% | -1.8% | 0.025% | |
2/1/2024 | Sigma Planning Corp | 55,958 | $3.59M | 0.3% | -48.9% | 0.161% | |
2/1/2024 | CWM LLC | 49,079 | $3.15M | 0.0% | +1.9% | 0.141% | |
1/31/2024 | J.W. Cole Advisors Inc. | 28,765 | $1.84M | 0.1% | +122.2% | 0.083% | |
1/31/2024 | Western Wealth Management LLC | 8,022 | $514K | 0.0% | N/A | 0.023% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 21,680 | $1.39M | 0.0% | -4.3% | 0.062% | |
1/30/2024 | Allen Capital Group LLC | 16,171 | $1.04M | 0.2% | -1.7% | 0.047% | |
1/30/2024 | Private Client Services LLC | 14,461 | $927K | 0.8% | N/A | 0.042% | |