4/19/2024 | Tempus Wealth Planning LLC | 1,378 | $283K | 0.1% | -36.3% | 0.005% | |
4/19/2024 | Cornerstone Wealth Management LLC | 6,650 | $1.36M | 0.1% | -2.9% | 0.022% | |
4/19/2024 | PCG Wealth Advisors LLC | 12,096 | $2.48M | 1.2% | +1.1% | 0.040% | |
4/19/2024 | Westside Investment Management Inc. | 8,392 | $1.72M | 0.4% | -1.1% | 0.028% | |
4/19/2024 | Norden Group LLC | 8,700 | $1.78M | 0.0% | N/A | 0.029% | |
4/19/2024 | Trust Co. of Oklahoma | 5,082 | $1.04M | 0.4% | +82.2% | 0.017% | |
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4/18/2024 | SeaCrest Wealth Management LLC | 54,595 | $11.20M | 1.4% | +2.8% | 0.180% | |
4/18/2024 | Iams Wealth Management LLC | 12,212 | $2.46M | 1.5% | +58.4% | 0.040% | |
4/18/2024 | tru Independence LLC | 1,919 | $394K | 0.1% | -3.4% | 0.006% | |
4/18/2024 | WESPAC Advisors SoCal LLC | 4,747 | $974K | 0.3% | +5.7% | 0.016% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 7,787 | $1.60M | 0.5% | -1.5% | 0.026% | |
4/17/2024 | Cannon Global Investment Management LLC | 20,400 | $4.18M | 11.2% | N/A | 0.067% | |
4/16/2024 | Toth Financial Advisory Corp | 14,118 | $2.90M | 0.4% | +4.4% | 0.047% | |
4/16/2024 | OneAscent Financial Services LLC | 6,125 | $1.26M | 0.1% | +10.7% | 0.020% | |
4/16/2024 | Pinnacle Bancorp Inc. | 180 | $37K | 0.0% | N/A | 0.001% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 7,488 | $1.54M | 0.0% | -7.4% | 0.025% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 1,459 | $299K | 0.0% | +23.2% | 0.005% | |
4/15/2024 | Aspiriant LLC | 2,970 | $609K | 0.0% | N/A | 0.010% | |
4/15/2024 | Sunbelt Securities Inc. | 3,030 | $621K | 0.1% | -63.7% | 0.010% | |
4/15/2024 | Elevated Capital Advisors LLC | 1,224 | $251K | 0.1% | -33.8% | 0.004% | |
4/13/2024 | Quad Cities Investment Group LLC | 3,983 | $817K | 0.5% | -6.3% | 0.011% | |
4/12/2024 | Annex Advisory Services LLC | 1,036 | $212K | 0.0% | -27.9% | 0.003% | |
4/12/2024 | Wealth Management Partners LLC | 32,371 | $6.64M | 3.4% | +0.6% | 0.092% | |
4/12/2024 | Worth Asset Management LLC | 3,495 | $717K | 0.4% | N/A | 0.010% | |
4/12/2024 | Ignite Planners LLC | 2,124 | $437K | 0.1% | -5.2% | 0.006% | |
4/12/2024 | Harbor Investment Advisory LLC | 2,850 | $585K | 0.1% | -1.7% | 0.008% | |
4/12/2024 | Global Assets Advisory LLC | 871,878 | $178.81M | 0.6% | N/A | 2.480% | |
4/12/2024 | Southland Equity Partners LLC | 35,275 | $7.24M | 2.0% | -1.9% | 0.100% | |
4/11/2024 | International Assets Investment Management LLC | 3,625 | $746K | 0.0% | -99.5% | 0.010% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 6,085 | $1.25M | 0.6% | -7.5% | 0.017% | |
4/11/2024 | RFG Advisory LLC | 13,483 | $2.77M | 0.1% | +6.0% | 0.038% | |
4/10/2024 | Atwood & Palmer Inc. | 1,025 | $210K | 0.0% | -15.6% | 0.003% | |
4/10/2024 | Park Avenue Securities LLC | 9,333 | $1.91M | 0.0% | +31.6% | 0.027% | |
4/5/2024 | Juncture Wealth Strategies LLC | 9,001 | $1.85M | 0.8% | +3.9% | 0.026% | |
4/5/2024 | GAMMA Investing LLC | 622 | $128K | 0.0% | +70.4% | 0.002% | |
4/5/2024 | NBC Securities Inc. | 3,951 | $811K | 0.1% | -3.0% | 0.011% | |
4/5/2024 | Somerset Trust Co | 24,557 | $5.04M | 2.1% | -1.4% | 0.070% | |
3/22/2024 | PNC Financial Services Group Inc. | 14,096 | $2.63M | 0.0% | -2.1% | 0.040% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 1,355 | $253K | 0.2% | N/A | 0.004% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 28,711 | $5.36M | 0.1% | -2.8% | 0.082% | |
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3/5/2024 | Fisher Asset Management LLC | 1,067,062 | $199.06M | 0.1% | -27.6% | 3.036% | |
3/4/2024 | Tucker Asset Management LLC | 214 | $40K | 0.0% | -40.6% | 0.001% | |
3/1/2024 | Creekmur Asset Management LLC | 1,173 | $219K | 0.1% | N/A | 0.003% | |
3/1/2024 | Transcendent Capital Group LLC | 575 | $107K | 0.1% | N/A | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 124,123 | $23.16M | 0.0% | -18.7% | 0.353% | |
2/28/2024 | EP Wealth Advisors LLC | 10,813 | $2.02M | 0.0% | N/A | 0.031% | |
2/22/2024 | Peterson Wealth Management | 11,439 | $2.13M | 1.9% | -2.0% | 0.033% | |
2/21/2024 | Austin Wealth Management LLC | 5,075 | $1.01M | 0.3% | N/A | 0.014% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 11,664 | $2.18M | 1.5% | N/A | 0.033% | |
2/16/2024 | Harbour Investments Inc. | 19,928 | $3.72M | 0.2% | +19.6% | 0.057% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 1,739 | $324K | 0.2% | -8.7% | 0.005% | |
2/16/2024 | O Dell Group LLC | 110,286 | $20.57M | 5.4% | -1.3% | 0.314% | |
2/16/2024 | GSA Capital Partners LLP | 8,366 | $1.56M | 0.1% | +86.7% | 0.024% | |
2/15/2024 | GTS Securities LLC | 27,691 | $5.17M | 0.0% | N/A | 0.079% | |
2/15/2024 | Townsquare Capital LLC | 3,070 | $573K | 0.0% | +4.1% | 0.009% | |
2/15/2024 | Virtue Capital Management LLC | 1,868 | $336K | 0.1% | +22.2% | 0.005% | |
2/15/2024 | Vident Advisory LLC | 1,162 | $217K | 0.0% | N/A | 0.003% | |
2/15/2024 | Nwam LLC | 4,501 | $840K | 0.1% | N/A | 0.013% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 434 | $81K | 0.0% | +61.9% | 0.001% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 14,965 | $2.79M | 1.1% | +4.0% | 0.043% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 1,160 | $216K | 0.0% | N/A | 0.003% | |
2/15/2024 | Baird Financial Group Inc. | 120,059 | $22.40M | 0.1% | -10.3% | 0.342% | |
2/15/2024 | Comerica Bank | 13,229 | $2.47M | 0.0% | -5.3% | 0.038% | |
2/14/2024 | Royal Bank of Canada | 483,194 | $90.14M | 0.0% | -2.8% | 1.375% | |
2/14/2024 | Pathstone Holdings LLC | 3,536 | $660K | 0.0% | N/A | 0.010% | |
2/14/2024 | Kestra Advisory Services LLC | 72,386 | $13.50M | 0.1% | +3.7% | 0.206% | |
2/14/2024 | Creative Planning | 19,494 | $3.64M | 0.0% | +5.9% | 0.055% | |
2/14/2024 | Jacobi Capital Management LLC | 3,388 | $632K | 0.1% | +3.0% | 0.010% | |
2/14/2024 | MGO One Seven LLC | 3,911 | $730K | 0.0% | +22.5% | 0.011% | |
2/14/2024 | Regal Investment Advisors LLC | 21,977 | $4.10M | 0.3% | +0.5% | 0.063% | |
2/14/2024 | Security National Bank | 495 | $92K | 0.0% | N/A | 0.001% | |
2/14/2024 | Prudential PLC | 86,400 | $16.12M | 0.2% | +580.3% | 0.246% | |
2/13/2024 | Envestnet Asset Management Inc. | 243,707 | $45.46M | 0.0% | +10.5% | 0.693% | |
2/13/2024 | Stephens Inc. AR | 19,502 | $3.64M | 0.1% | -2.6% | 0.055% | |
2/13/2024 | Northern Trust Corp | 1,833 | $342K | 0.0% | -13.9% | 0.005% | |
2/13/2024 | Cetera Advisor Networks LLC | 33,358 | $6.22M | 0.0% | -3.6% | 0.095% | |
2/13/2024 | Annex Advisory Services LLC | 1,436 | $268K | 0.0% | N/A | 0.004% | |
2/13/2024 | Oppenheimer & Co. Inc. | 27,016 | $5.04M | 0.1% | +31.3% | 0.077% | |
2/13/2024 | First Trust Advisors LP | 3,778,226 | $704.83M | 0.8% | -11.2% | 10.749% | |
2/13/2024 | Goldman Sachs Group Inc. | 124,123 | $23.16M | 0.0% | -18.7% | 0.353% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 2,589 | $483K | 0.2% | -7.8% | 0.007% | |
2/13/2024 | Rollins Financial Advisors LLC | 1,434 | $268K | 0.1% | N/A | 0.004% | |
2/13/2024 | Peapack Gladstone Financial Corp | 45,977 | $8.58M | 0.1% | -5.7% | 0.131% | |
2/13/2024 | Jones Financial Companies Lllp | 184 | $34K | 0.0% | N/A | 0.001% | |
2/13/2024 | Steward Partners Investment Solutions LLC | 2,531 | $472K | 0.2% | N/A | 0.007% | |
2/13/2024 | FinTrust Capital Advisors LLC | 239 | $45K | 0.0% | N/A | 0.001% | |
2/12/2024 | Scotia Capital Inc. | 5,152 | $961K | 0.0% | -1.1% | 0.015% | |
2/12/2024 | Chiron Capital Management LLC | 5,219 | $974K | 0.8% | -20.0% | 0.015% | |
2/12/2024 | Harvest Investment Services LLC | 2,154 | $402K | 0.2% | N/A | 0.006% | |
2/12/2024 | Focus Financial Network Inc. ADV | 5,738 | $1.07M | 0.0% | N/A | 0.016% | |
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2/12/2024 | Stifel Financial Corp | 144,235 | $26.91M | 0.0% | -0.7% | 0.410% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 14,973 | $2.79M | 0.0% | +2.4% | 0.043% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 7,328 | $1.37M | 0.1% | -11.3% | 0.021% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 7,610 | $1.42M | 0.5% | -22.7% | 0.022% | |
2/12/2024 | Somerset Group LLC | 11,425 | $2.13M | 1.8% | +0.9% | 0.033% | |
2/12/2024 | Parallel Advisors LLC | 201 | $37K | 0.0% | -34.7% | 0.001% | |
2/12/2024 | Hsbc Holdings PLC | 4,925 | $919K | 0.0% | -25.1% | 0.014% | |
2/9/2024 | Founders Financial Alliance LLC | 2,348 | $438K | 0.2% | +3.2% | 0.007% | |
2/9/2024 | Advisory Services Network LLC | 84,787 | $15.82M | 0.4% | +3.0% | 0.241% | |
2/9/2024 | Orion Portfolio Solutions LLC | 5,406 | $998K | 0.0% | +46.4% | 0.015% | |