7/26/2024 | Bank of New York Mellon Corp | 1,221,030 | $28.78M | 0.0% | -10.5% | 6.512% | |
7/24/2024 | &PARTNERS | 61,778 | $1.46M | 0.1% | +38.4% | 0.329% | |
7/23/2024 | Ayalon Insurance Comp Ltd. | 3,447 | $81K | 0.0% | +244.7% | 0.018% | |
7/19/2024 | MONECO Advisors LLC | 21,613 | $509K | 0.1% | N/A | 0.115% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 41,409 | $976K | 0.0% | -5.3% | 0.221% | |
7/15/2024 | Lpwm LLC | 135,212 | $3.25M | 1.1% | +1.7% | 0.721% | |
|
7/15/2024 | Choice Wealth Advisors LLC | 463,433 | $10.92M | 5.8% | +3.6% | 2.472% | |
7/12/2024 | Ignite Planners LLC | 141,364 | $3.40M | 0.8% | +18.3% | 0.754% | |
7/9/2024 | Park Avenue Securities LLC | 35,303 | $832K | 0.0% | +31.6% | 0.188% | |
5/24/2024 | Cetera Investment Advisers | 138,355 | $3.31M | 0.0% | N/A | 0.738% | |
5/17/2024 | Investmark Advisory Group LLC | 29,493 | $705K | 0.4% | -9.6% | 0.157% | |
5/16/2024 | Jane Street Group LLC | 366,545 | $8.76M | 0.0% | +155.2% | 1.955% | |
5/14/2024 | OLD Mission Capital LLC | 144,679 | $3.46M | 0.1% | -82.6% | 0.772% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 37,384 | $893K | 0.3% | +80.6% | 0.199% | |
5/8/2024 | Trademark Financial Management LLC | 30,736 | $734K | 0.6% | -26.5% | 0.164% | |
5/7/2024 | PFG Advisors | 8,555 | $204K | 0.0% | -33.6% | 0.046% | |
4/30/2024 | Private Advisor Group LLC | 34,006 | $812K | 0.0% | N/A | 0.178% | |
4/30/2024 | Caprock Group LLC | 11,600 | $277K | 0.0% | N/A | 0.061% | |
4/29/2024 | Commonwealth Equity Services LLC | 139,505 | $3.33M | 0.0% | +1.9% | 0.730% | |
4/29/2024 | Brio Consultants LLC | 240,885 | $5.76M | 1.0% | -0.4% | 1.261% | |
4/23/2024 | Revisor Wealth Management LLC | 149,902 | $3.59M | 1.6% | +537.1% | 0.785% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 114,882 | $2.75M | 0.0% | +4.2% | 0.601% | |
4/22/2024 | Rainey & Randall Investment Management Inc. | 300,330 | $7.18M | 1.7% | +1.0% | 1.572% | |
4/19/2024 | Lake Street Private Wealth LLC | 56,025 | $1.34M | 0.2% | +3.9% | 0.293% | |
4/19/2024 | OMNI 360 Wealth Inc. | 11,979 | $286K | 0.2% | -6.5% | 0.063% | |
4/18/2024 | Congress Wealth Management LLC DE | 169,734 | $4.06M | 0.1% | +0.7% | 0.889% | |
4/18/2024 | Choice Wealth Advisors LLC | 447,221 | $10.68M | 6.5% | +0.5% | 2.341% | |
4/18/2024 | BKM Wealth Management LLC | 55,064 | $1.32M | 0.6% | +23.6% | 0.288% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 43,728 | $1.05M | 0.0% | -4.9% | 0.229% | |
4/15/2024 | Sunbelt Securities Inc. | 1,574 | $38K | 0.0% | -39.2% | 0.008% | |
4/15/2024 | Lpwm LLC | 132,968 | $3.17M | 1.2% | +2.8% | 0.400% | |
4/12/2024 | Ignite Planners LLC | 119,541 | $2.85M | 0.8% | +41.4% | 0.360% | |
4/11/2024 | &PARTNERS | 44,653 | $1.07M | 0.1% | N/A | 0.134% | |
4/10/2024 | Park Avenue Securities LLC | 26,828 | $641K | 0.0% | N/A | 0.081% | |
4/1/2024 | Burkett Financial Services LLC | 12,733 | $304K | 0.2% | -4.5% | 0.038% | |
2/29/2024 | Scarborough Advisors LLC | 332,021 | $7.98M | 1.6% | -14.5% | 0.999% | |
2/26/2024 | Centaurus Financial Inc. | 18,393 | $442K | 0.0% | -9.3% | 0.055% | |
2/22/2024 | Scarborough Advisors LLC | 2,173,970 | $52.26M | 2.4% | +459.9% | 6.538% | |
2/15/2024 | OLD Mission Capital LLC | 833,593 | $20.04M | 0.4% | +125.4% | 2.507% | |
2/13/2024 | Client 1ST Advisory Group LLC | 27,120 | $652K | 0.3% | -33.3% | 0.082% | |
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2/13/2024 | Trademark Financial Management LLC | 41,843 | $1.01M | 0.7% | N/A | 0.126% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 20,702 | $498K | 0.2% | +7.1% | 0.062% | |
2/12/2024 | Burkett Financial Services LLC | 13,329 | $320K | 0.2% | N/A | 0.040% | |
2/12/2024 | Avestar Capital LLC | 37,745 | $907K | 0.1% | +29.5% | 0.114% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 45,564 | $1.10M | 0.0% | -4.3% | 0.137% | |
2/12/2024 | Parallel Advisors LLC | 22,926 | $551K | 0.0% | -11.3% | 0.069% | |
2/9/2024 | Congress Wealth Management LLC DE | 168,613 | $4.05M | 0.1% | +1.2% | 0.507% | |
2/9/2024 | Advisory Services Network LLC | 6,753 | $162K | 0.0% | -57.9% | 0.020% | |
2/9/2024 | Cassady Schiller Wealth Management LLC | 16,437 | $395K | 0.2% | -85.2% | 0.049% | |
2/9/2024 | Delta Asset Management LLC TN | 1,209 | $29K | 0.0% | N/A | 0.004% | |
2/9/2024 | Journey Strategic Wealth LLC | 10,581 | $254K | 0.0% | -24.0% | 0.032% | |
2/9/2024 | Wells Fargo & Company MN | 1,315,453 | $31.62M | 0.0% | -7.1% | 3.956% | |
2/9/2024 | UBS Group AG | 272,946 | $6.56M | 0.0% | -5.9% | 0.821% | |
2/8/2024 | OMNI 360 Wealth Inc. | 12,817 | $308K | 0.3% | N/A | 0.039% | |
2/7/2024 | Strategic Advocates LLC | 109,477 | $2.63M | 1.1% | -42.5% | 0.329% | |
2/7/2024 | Principal Securities Inc. | 2,626 | $63K | 0.0% | N/A | 0.008% | |
2/6/2024 | Balanced Wealth Group LLC | 20,920 | $503K | 0.3% | N/A | 0.063% | |
2/6/2024 | Spire Wealth Management | 4,077 | $94K | 0.0% | +12.9% | 0.012% | |
2/5/2024 | Win Advisors Inc. | 481,507 | $11.58M | 5.3% | N/A | 1.448% | |
2/5/2024 | Certuity LLC | 64,193 | $1.54M | 0.2% | N/A | 0.193% | |
2/5/2024 | LWM Advisory Services LLC | 344,001 | $8.27M | 7.3% | -9.4% | 1.035% | |
2/5/2024 | Brio Consultants LLC | 241,967 | $5.82M | 1.0% | +16.0% | 0.728% | |
2/1/2024 | Sage Mountain Advisors LLC | 13,563 | $326K | 0.0% | N/A | 0.041% | |
2/1/2024 | Rainey & Randall Investment Management Inc. | 297,421 | $7.15M | 1.8% | +2.5% | 0.894% | |
1/30/2024 | Capital Analysts LLC | 32,904 | $791K | 0.0% | +3.3% | 0.099% | |
1/25/2024 | RFG Advisory LLC | 20,246 | $487K | 0.0% | N/A | 0.061% | |
1/24/2024 | Stratos Wealth Partners LTD. | 27,853 | $670K | 0.0% | N/A | 0.084% | |
1/24/2024 | Private Trust Co. NA | 4,465 | $107K | 0.0% | +86.4% | 0.013% | |
1/19/2024 | PFG Advisors | 12,876 | $310K | 0.0% | -45.8% | 0.039% | |
1/18/2024 | Global Retirement Partners LLC | 3,337 | $78K | 0.0% | +53.0% | 0.010% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 110,283 | $2.65M | 0.0% | +33.7% | 0.332% | |
1/16/2024 | Raymond James & Associates | 39,311 | $945K | 0.0% | +1.2% | 0.118% | |
1/16/2024 | Cooper Financial Group | 16,659 | $400K | 0.1% | -5.0% | 0.050% | |
1/12/2024 | Mutual Advisors LLC | 25,628 | $616K | 0.0% | -16.2% | 0.077% | |
1/12/2024 | Lpwm LLC | 129,291 | $3.08M | 1.2% | +4.3% | 0.389% | |
1/12/2024 | Choice Wealth Advisors LLC | 445,052 | $10.70M | 6.6% | +4.2% | 1.339% | |
1/11/2024 | BKM Wealth Management LLC | 44,541 | $1.07M | 0.1% | N/A | 0.134% | |
1/11/2024 | Revisor Wealth Management LLC | 23,527 | $566K | 0.7% | -78.9% | 0.071% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 42,728 | $1.02M | 0.0% | -21.9% | 0.129% | |
1/11/2024 | BKM Wealth Management LLC | 44,541 | $1.07M | 0.1% | N/A | 0.134% | |
1/9/2024 | Ignite Planners LLC | 84,529 | $2.02M | 0.6% | +61.2% | 0.254% | |
1/8/2024 | High Net Worth Advisory Group LLC | 20,000 | $481K | 0.2% | +33.3% | 0.060% | |
12/8/2023 | Palladiem LLC | 109,227 | $2.46M | 2.7% | -2.1% | 0.329% | |
11/30/2023 | Scarborough Advisors LLC | 388,282 | $8.74M | 2.1% | -16.0% | 1.168% | |
11/16/2023 | Revisor Wealth Management LLC | 111,543 | $2.51M | 2.1% | N/A | 0.335% | |
11/14/2023 | Clifford Group LLC | 164,809 | $3.71M | 4.0% | +4.6% | 0.496% | |
11/14/2023 | Mutual Advisors LLC | 30,597 | $688K | 0.0% | -13.8% | 0.092% | |
11/13/2023 | LPL Financial LLC | 1,076,937 | $24.23M | 0.0% | -1.3% | 3.239% | |
11/13/2023 | Invesco Ltd. | 10,022,378 | $225.50M | 0.1% | -0.3% | 30.142% | |
11/13/2023 | FMR LLC | 434,221 | $9.77M | 0.0% | -5.8% | 1.306% | |
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11/13/2023 | Envestnet Asset Management Inc. | 1,008,077 | $22.68M | 0.0% | +3.3% | 3.032% | |
11/13/2023 | PNC Financial Services Group Inc. | 858,376 | $19.31M | 0.0% | +5.7% | 2.582% | |
11/9/2023 | Rhumbline Advisers | 203,400 | $4.58M | 0.0% | +1.8% | 0.612% | |
11/9/2023 | Deutsche Bank AG | 222,711 | $5.01M | 0.0% | -10.9% | 0.670% | |
11/9/2023 | Citigroup Inc. | 146,360 | $3.29M | 0.0% | -1.4% | 0.440% | |
11/9/2023 | UBS Group AG | 290,094 | $6.53M | 0.0% | +13.5% | 0.872% | |
11/8/2023 | Journey Strategic Wealth LLC | 13,924 | $313K | 0.0% | -15.6% | 0.042% | |
11/8/2023 | Spire Wealth Management | 3,612 | $81K | 0.0% | -34.2% | 0.011% | |
11/7/2023 | Scarborough Advisors LLC | 57,635 | $1.21M | 0.1% | -87.5% | 0.173% | |
11/7/2023 | Insight Advisors LLC PA | 9,903 | $223K | 0.1% | -28.3% | 0.030% | |