4/23/2024 | Global Retirement Partners LLC | 89,603 | $1.90M | 0.1% | +26.4% | 0.026% | |
4/23/2024 | Mason & Associates Inc | 1,295,417 | $27.40M | 7.3% | -24.0% | 0.369% | |
4/23/2024 | Sweet Financial Partners LLC | 20,784 | $440K | 0.1% | -20.3% | 0.006% | |
4/23/2024 | McAdam LLC | 323,755 | $6.85M | 0.4% | +7.1% | 0.092% | |
4/23/2024 | Regatta Capital Group LLC | 12,822 | $271K | 0.1% | N/A | 0.004% | |
4/23/2024 | Strategic Blueprint LLC | 34,874 | $738K | 0.1% | -15.0% | 0.010% | |
|
4/23/2024 | Raymond James Financial Services Advisors Inc. | 672,249 | $14.22M | 0.0% | +32.2% | 0.191% | |
4/22/2024 | Strategic Financial Concepts LLC | 72,804 | $1.54M | 0.4% | N/A | 0.021% | |
4/22/2024 | PFG Investments LLC | 26,957 | $570K | 0.0% | N/A | 0.008% | |
4/22/2024 | Family Investment Center Inc. | 901,715 | $19.07M | 6.1% | +3,843.3% | 0.257% | |
4/22/2024 | Drive Wealth Management LLC | 34,701 | $734K | 0.2% | N/A | 0.010% | |
4/22/2024 | Raymond James & Associates | 1,074,214 | $22.72M | 0.0% | -3.3% | 0.306% | |
4/22/2024 | Everpar Advisors LLC | 18,308 | $387K | 0.2% | +3.1% | 0.005% | |
4/22/2024 | BTS Asset Management Inc. | 8,419 | $178K | 0.1% | N/A | 0.002% | |
4/19/2024 | DMC Group LLC | 102,143 | $2.16M | 1.9% | +4.4% | 0.029% | |
4/19/2024 | JTC Employer Solutions Trustee Ltd | 1,660 | $35K | 0.0% | -44.9% | 0.000% | |
4/19/2024 | Tradewinds Capital Management LLC | 75,772 | $1.60M | 0.4% | +2.0% | 0.022% | |
4/18/2024 | Congress Wealth Management LLC DE | 315,607 | $6.68M | 0.1% | -1.6% | 0.090% | |
4/18/2024 | Hexagon Capital Partners LLC | 24,933 | $527K | 0.1% | -18.6% | 0.007% | |
4/18/2024 | Miracle Mile Advisors LLC | 776,205 | $16.42M | 0.4% | -7.5% | 0.221% | |
4/18/2024 | Fifth Third Securities Inc. | 338,489 | $7.16M | 0.7% | -14.9% | 0.096% | |
4/17/2024 | Grimes & Company Inc. | 8,820,897 | $186.56M | 5.7% | +3.0% | 2.512% | |
4/17/2024 | Burns J W & Co. Inc. NY | 21,750 | $460K | 0.1% | -3.8% | 0.006% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 37,146 | $786K | 0.0% | -60.1% | 0.011% | |
4/16/2024 | Capital Asset Advisory Services LLC | 10,756 | $227K | 0.0% | N/A | 0.003% | |
4/16/2024 | Transform Wealth LLC | 959,550 | $20.29M | 1.9% | +51.4% | 0.273% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 95,968 | $2.03M | 0.0% | +7.6% | 0.027% | |
4/15/2024 | Wealthcare Capital Management LLC | 47,429 | $1.00M | 0.1% | -28.0% | 0.014% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 651,243 | $13.77M | 0.5% | +9.9% | 0.185% | |
4/15/2024 | RFG Holdings Inc. | 1,433,583 | $30.32M | 12.8% | +8.3% | 0.408% | |
4/15/2024 | Aletheian Wealth Advisors LLC | 60,124 | $1.27M | 0.7% | +8.6% | 0.017% | |
4/15/2024 | Future Financial Wealth Managment LLC | 1,230 | $26K | 0.0% | N/A | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 11,302 | $239K | 0.0% | +549.2% | 0.003% | |
4/15/2024 | Flagstar Advisors Inc. | 39,355 | $832K | 0.2% | +7.7% | 0.011% | |
4/15/2024 | Counterpoint Mutual Funds LLC | 4,576,232 | $96.79M | 23.7% | +3.4% | 1.303% | |
4/13/2024 | IMC Chicago LLC | 36,172 | $765K | 0.0% | N/A | 0.019% | |
4/12/2024 | West Coast Financial LLC | 9,753 | $206K | 0.0% | -43.2% | 0.005% | |
4/12/2024 | Mechanics Bank Trust Department | 381,835 | $8.08M | 1.2% | +16.0% | 0.198% | |
4/12/2024 | Charles Schwab Trust Co | 139,307 | $2.95M | 0.3% | +19.6% | 0.072% | |
4/12/2024 | Worth Asset Management LLC | 29,513 | $624K | 0.4% | -64.5% | 0.015% | |
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4/12/2024 | Ironwood Wealth Management Inc. | 1,000,871 | $21.13M | 11.1% | +3.3% | 0.520% | |
4/12/2024 | Global Assets Advisory LLC | 21,711 | $459K | 0.0% | +31.7% | 0.011% | |
4/11/2024 | Bangor Savings Bank | 13,351 | $282K | 0.0% | -58.7% | 0.007% | |
4/11/2024 | Independent Wealth Network Inc. | 42,895 | $907K | 2.4% | -2.6% | 0.022% | |
4/10/2024 | Park Avenue Securities LLC | 99,388 | $2.10M | 0.0% | +44.6% | 0.052% | |
4/10/2024 | Perennial Advisors LLC | 111,078 | $2.35M | 0.5% | -3.6% | 0.058% | |
4/5/2024 | NBC Securities Inc. | 9,453 | $199K | 0.0% | +12.3% | 0.005% | |
4/3/2024 | Strategic Advocates LLC | 42,201 | $893K | 0.3% | +5.5% | 0.022% | |
4/1/2024 | Appleton Partners Inc. MA | 134,663 | $2.85M | 0.2% | +1.8% | 0.070% | |
3/22/2024 | PNC Financial Services Group Inc. | 61,025 | $1.29M | 0.0% | -5.1% | 0.032% | |
3/15/2024 | Hart & Patterson Financial Group LLC | 64,495 | $1.37M | 0.7% | N/A | 0.033% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 30,183 | $639K | 0.0% | +2.6% | 0.016% | |
3/14/2024 | Yeomans Consulting Group Inc. | 738,957 | $15.65M | 7.8% | N/A | 0.384% | |
3/5/2024 | Wellington Management Group LLP | 915,670 | $19.39M | 0.0% | -30.7% | 0.475% | |
3/4/2024 | Richardson Financial Services Inc. | 1,977 | $42K | 0.0% | N/A | 0.001% | |
3/4/2024 | Vima LLC | 44,983 | $953K | 2.1% | N/A | 0.023% | |
3/1/2024 | Creekmur Asset Management LLC | 4,530 | $96K | 0.0% | N/A | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 6,640,526 | $140.65M | 0.0% | +106.5% | 3.448% | |
2/26/2024 | Integrated Advisors Network LLC | 46,807 | $991K | 0.1% | -4.1% | 0.024% | |
2/23/2024 | Cim LLC | 442,598 | $9.33M | 1.6% | N/A | 0.230% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 212,959 | $4.51M | 3.9% | N/A | 0.111% | |
2/16/2024 | Global Assets Advisory LLC | 16,487 | $349K | 0.5% | +66.4% | 0.009% | |
2/15/2024 | Forefront Analytics LLC | 275,117 | $5.83M | 2.9% | +132.4% | 0.143% | |
2/15/2024 | Granby Capital Management LLC | 300,000 | $6.35M | 4.0% | N/A | 0.156% | |
2/15/2024 | Bain Capital Credit LP | 4,108,328 | $87.01M | 15.1% | +27.9% | 2.133% | |
2/15/2024 | BlueCrest Capital Management Ltd | 41,794 | $885K | 0.0% | -85.9% | 0.022% | |
2/14/2024 | Brown Wealth Management LLC | 187,422 | $3.97M | 1.8% | +115.5% | 0.097% | |
2/14/2024 | III Capital Management | 1,667,000 | $35.31M | 1.5% | +247.3% | 0.866% | |
2/14/2024 | Jones Road Capital Management L.P. | 312,572 | $6.62M | 1.7% | N/A | 0.162% | |
2/14/2024 | Left Brain Wealth Management LLC | 29,826 | $632K | 0.4% | +173.5% | 0.015% | |
2/14/2024 | Verition Fund Management LLC | 300,000 | $6.35M | 0.0% | +27.7% | 0.156% | |
2/14/2024 | Sei Investments Co. | 2,902,403 | $61.47M | 0.1% | -0.4% | 1.507% | |
2/14/2024 | Connectus Wealth LLC | 1,076,559 | $22.81M | 0.4% | -5.0% | 0.559% | |
2/14/2024 | RE Dickinson Investment Advisors LLC | 1,568 | $36K | 0.0% | N/A | 0.001% | |
2/14/2024 | Waterloo Capital L.P. | 100,068 | $2.12M | 0.3% | +40.0% | 0.052% | |
2/14/2024 | Prudential PLC | 2,398,926 | $50.81M | 0.5% | +12.1% | 1.246% | |
2/14/2024 | Angeles Investment Advisors LLC | 1,537,390 | $32.56M | 2.0% | -54.3% | 0.798% | |
2/13/2024 | Angeles Wealth Management LLC | 654,719 | $13.87M | 1.7% | -0.3% | 0.340% | |
2/13/2024 | Envestnet Asset Management Inc. | 3,272,084 | $69.30M | 0.0% | -14.9% | 1.699% | |
2/13/2024 | Stephens Inc. AR | 437,120 | $9.26M | 0.2% | -2.2% | 0.227% | |
2/13/2024 | Tower Research Capital LLC TRC | 3,336 | $71K | 0.0% | -52.0% | 0.002% | |
2/13/2024 | Copperwynd Financial LLC | 9,726 | $206K | 0.1% | N/A | 0.005% | |
2/13/2024 | Goldman Sachs Group Inc. | 6,640,526 | $140.65M | 0.0% | +106.5% | 3.448% | |
2/13/2024 | CIBC Private Wealth Group LLC | 100,322 | $2.13M | 0.0% | -10.0% | 0.052% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 10,627 | $225K | 0.1% | -28.9% | 0.006% | |
2/13/2024 | CIBC Asset Management Inc | 687,521 | $14.56M | 0.1% | +51.9% | 0.357% | |
2/13/2024 | The Manufacturers Life Insurance Company | 4,732,126 | $100.23M | 0.1% | +9.8% | 2.457% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 119,247 | $2.53M | 1.2% | +34.6% | 0.062% | |
2/13/2024 | Coco Enterprises LLC | 133,316 | $2.82M | 2.1% | +6,559.1% | 0.069% | |
2/13/2024 | 1607 Capital Partners LLC | 328,200 | $6.95M | 0.5% | +143.3% | 0.170% | |
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2/12/2024 | Global Endowment Management LP | 85,000 | $1.80M | 0.2% | -15.0% | 0.044% | |
2/12/2024 | Adams Wealth Management | 60,552 | $1.28M | 0.4% | -2.5% | 0.031% | |
2/12/2024 | Avestar Capital LLC | 13,500 | $286K | 0.0% | +8.0% | 0.007% | |
2/12/2024 | Roundview Capital LLC | 33,841 | $717K | 0.1% | -86.1% | 0.018% | |
2/12/2024 | J. W. Coons Advisors LLC | 16,250 | $344K | 0.1% | N/A | 0.008% | |
2/12/2024 | Focus Financial Network Inc. ADV | 25,564 | $541K | 0.0% | N/A | 0.013% | |
2/12/2024 | Parallel Advisors LLC | 22,257 | $471K | 0.0% | -64.2% | 0.012% | |
2/12/2024 | Beta Wealth Group Inc. | 28,484 | $603K | 0.3% | -15.9% | 0.015% | |
2/12/2024 | Hilltop Holdings Inc. | 140,164 | $2.97M | 0.3% | +10.4% | 0.073% | |
2/12/2024 | Chesapeake Capital Corp IL | 137,126 | $2.90M | 2.1% | N/A | 0.071% | |