5/9/2024 | Koshinski Asset Management Inc. | 3,580 | $392K | 0.0% | -41.1% | 0.030% | |
5/8/2024 | Avantax Advisory Services Inc. | 41,612 | $4.56M | 0.0% | +1.3% | 0.348% | |
5/8/2024 | Russell Investments Group Ltd. | 857 | $94K | 0.0% | N/A | 0.007% | |
5/7/2024 | WealthPLAN Partners LLC | 8,323 | $912K | 0.1% | -2.8% | 0.070% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 15,392 | $1.69M | 0.0% | +11.6% | 0.129% | |
5/4/2024 | Geneos Wealth Management Inc. | 3,853 | $422K | 0.0% | -11.6% | 0.032% | |
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5/2/2024 | Smart Money Group LLC | 10,252 | $1.06M | 0.4% | -4.6% | 0.086% | |
5/1/2024 | Blackhawk Capital Partners LLC. | 6,265 | $687K | 0.4% | -8.2% | 0.052% | |
4/30/2024 | Private Advisor Group LLC | 40,097 | $4.39M | 0.0% | -9.6% | 0.336% | |
4/30/2024 | North Star Investment Management Corp. | 650 | $71K | 0.0% | N/A | 0.005% | |
4/30/2024 | Perigon Wealth Management LLC | 5,881 | $644K | 0.0% | -18.7% | 0.049% | |
4/29/2024 | Commonwealth Equity Services LLC | 101,853 | $11.16M | 0.0% | +0.2% | 0.852% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 14,062 | $1.54M | 0.0% | -1.4% | 0.118% | |
4/25/2024 | Triumph Capital Management | 6,839 | $744K | 0.3% | -32.1% | 0.057% | |
4/25/2024 | L.M. Kohn & Company | 5,508 | $604K | 0.2% | +56.8% | 0.046% | |
4/25/2024 | MTM Investment Management LLC | 2,809 | $308K | 0.1% | -20.1% | 0.024% | |
4/25/2024 | Eudaimonia Partners LLC | 7,111 | $779K | 0.2% | +3.8% | 0.060% | |
4/25/2024 | Eudaimonia Advisors LLC | 12,355 | $1.35M | 0.7% | +48.9% | 0.103% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 76,593 | $8.39M | 0.0% | -0.8% | 0.641% | |
4/23/2024 | Strategic Blueprint LLC | 9,646 | $1.06M | 0.1% | +2.4% | 0.081% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 175,990 | $19.29M | 0.0% | -6.2% | 1.473% | |
4/22/2024 | Raymond James & Associates | 170,075 | $18.64M | 0.0% | -2.6% | 1.423% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 24,282 | $2.66M | 0.2% | +3.9% | 0.203% | |
4/19/2024 | PCG Wealth Advisors LLC | 3,205 | $351K | 0.2% | -6.4% | 0.022% | |
4/19/2024 | Lake Street Private Wealth LLC | 10,015 | $1.10M | 0.2% | +3.2% | 0.070% | |
4/18/2024 | Iams Wealth Management LLC | 18,213 | $1.95M | 1.2% | +13.7% | 0.127% | |
4/16/2024 | OneAscent Financial Services LLC | 8,105 | $888K | 0.1% | +15.5% | 0.057% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 10,546 | $1.16M | 0.0% | -2.1% | 0.074% | |
4/15/2024 | GoalVest Advisory LLC | 4,383 | $480K | 0.2% | N/A | 0.031% | |
4/15/2024 | Sunbelt Securities Inc. | 1,198 | $131K | 0.0% | -75.6% | 0.008% | |
4/11/2024 | International Assets Investment Management LLC | 4,183 | $455K | 0.0% | -2.3% | 0.029% | |
4/11/2024 | &PARTNERS | 2,055 | $225K | 0.0% | N/A | 0.014% | |
4/11/2024 | RFG Advisory LLC | 2,299 | $252K | 0.0% | -10.2% | 0.016% | |
4/5/2024 | NBC Securities Inc. | 4,075 | $446K | 0.0% | +4.6% | 0.028% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 11,872 | $1.23M | 0.0% | -13.1% | 0.083% | |
3/8/2024 | ICA Group Wealth Management LLC | 536 | $56K | 0.0% | N/A | 0.004% | |
3/1/2024 | Creekmur Asset Management LLC | 692 | $72K | 0.0% | N/A | 0.005% | |
2/26/2024 | Integrated Advisors Network LLC | 14,679 | $1.52M | 0.1% | -8.0% | 0.103% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 5,483 | $568K | 0.4% | N/A | 0.038% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 4,224 | $437K | 0.3% | -13.3% | 0.030% | |
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2/14/2024 | Visionary Wealth Advisors | 11,797 | $1.22M | 0.1% | +11.5% | 0.082% | |
2/14/2024 | Regal Investment Advisors LLC | 13,841 | $1.43M | 0.1% | -75.1% | 0.097% | |
2/13/2024 | Cetera Advisor Networks LLC | 71,395 | $7.39M | 0.0% | -26.3% | 0.499% | |
2/12/2024 | StoneX Group Inc. | 11,946 | $1.24M | 0.2% | -7.0% | 0.084% | |
2/12/2024 | Holistic Financial Partners | 45,980 | $4.76M | 2.9% | -7.1% | 0.322% | |
2/12/2024 | Stifel Financial Corp | 58,742 | $6.08M | 0.0% | +1.7% | 0.411% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 32,736 | $3.39M | 0.0% | -3.6% | 0.229% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 3,578 | $371K | 0.0% | -3.7% | 0.025% | |
2/9/2024 | Orion Portfolio Solutions LLC | 9,000 | $949K | 0.0% | +6.3% | 0.063% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 77,196 | $7.99M | 0.0% | -3.7% | 0.540% | |
2/9/2024 | Tidemark LLC | 1,713 | $177K | 0.1% | N/A | 0.012% | |
2/9/2024 | Assetmark Inc. | 24,967 | $2.59M | 0.0% | +50.5% | 0.175% | |
2/9/2024 | L.M. Kohn & Company | 3,513 | $364K | 0.1% | +7.7% | 0.025% | |
2/9/2024 | Corient Private Wealth LLC | 66,799 | $6.92M | 0.0% | -0.7% | 0.467% | |
2/9/2024 | D.A. Davidson & CO. | 13,486 | $1.40M | 0.0% | -11.9% | 0.094% | |
2/9/2024 | Wells Fargo & Company MN | 558,229 | $57.81M | 0.0% | -3.4% | 3.904% | |
2/9/2024 | UBS Group AG | 253,805 | $26.28M | 0.0% | -28.6% | 1.775% | |
2/8/2024 | Level Four Advisory Services LLC | 8,267 | $856K | 0.0% | -2.3% | 0.058% | |
2/8/2024 | Financial Advocates Investment Management | 2,957 | $306K | 0.0% | N/A | 0.021% | |
2/8/2024 | Beacon Pointe Advisors LLC | 6,864 | $711K | 0.0% | -9.4% | 0.048% | |
2/8/2024 | Eudaimonia Partners LLC | 6,851 | $709K | 0.2% | -13.1% | 0.048% | |
2/8/2024 | Janney Montgomery Scott LLC | 86,048 | $8.91M | 0.0% | -7.0% | 0.602% | |
2/7/2024 | Partnership Wealth Management LLC | 3,846 | $394K | 0.3% | N/A | 0.027% | |
2/7/2024 | Avantax Advisory Services Inc. | 41,080 | $4.25M | 0.0% | -13.1% | 0.287% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 13,797 | $1.43M | 0.0% | +2.5% | 0.096% | |
2/7/2024 | NBC Securities Inc. | 3,894 | $403K | 0.0% | +6.2% | 0.027% | |
2/7/2024 | Iams Wealth Management LLC | 16,017 | $1.66M | 1.1% | -16.8% | 0.112% | |
2/7/2024 | Principal Securities Inc. | 339 | $35K | 0.0% | N/A | 0.002% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 3,558 | $368K | 0.0% | -29.1% | 0.025% | |
2/7/2024 | Clearwater Capital Advisors LLC | 2,000 | $207K | 0.0% | N/A | 0.014% | |
2/6/2024 | Apollon Wealth Management LLC | 2,190 | $227K | 0.0% | -17.6% | 0.015% | |
2/6/2024 | Lincoln National Corp | 3,448 | $357K | 0.0% | -91.5% | 0.024% | |
2/6/2024 | Private Advisor Group LLC | 44,333 | $4.59M | 0.0% | +19.1% | 0.310% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 10,770 | $1.12M | 0.0% | +5.6% | 0.075% | |
2/6/2024 | National Bank of Canada FI | 828 | $87K | 0.0% | -19.5% | 0.006% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 61,693 | $6.39M | 0.3% | -0.9% | 0.431% | |
2/6/2024 | One Charles Private Wealth Services LLC | 5,898 | $611K | 0.3% | N/A | 0.041% | |
2/6/2024 | Merit Financial Group LLC | 15,025 | $1.56M | 0.0% | -68.0% | 0.105% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 14,261 | $1.48M | 0.0% | +2.5% | 0.100% | |
2/6/2024 | Great Valley Advisor Group Inc. | 6,009 | $622K | 0.0% | +58.2% | 0.042% | |
2/5/2024 | Triumph Capital Management | 10,072 | $1.04M | 0.4% | -12.6% | 0.070% | |
2/5/2024 | Kestra Private Wealth Services LLC | 3,173 | $329K | 0.0% | -28.7% | 0.022% | |
2/2/2024 | Truist Financial Corp | 36,194 | $3.75M | 0.0% | -5.3% | 0.253% | |
2/2/2024 | Atria Wealth Solutions Inc. | 30,247 | $3.13M | 0.0% | -4.3% | 0.212% | |
2/1/2024 | Eudaimonia Advisors LLC | 8,297 | $859K | 0.6% | -10.1% | 0.058% | |
2/1/2024 | Masso Torrence Wealth Management Inc. | 33,920 | $3.51M | 2.4% | -7.2% | 0.237% | |
2/1/2024 | Capital Investment Advisory Services LLC | 358 | $37K | 0.0% | +43.2% | 0.003% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 1,966 | $204K | 0.0% | N/A | 0.014% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 2,740 | $284K | 0.2% | N/A | 0.019% | |
1/31/2024 | Western Wealth Management LLC | 5,954 | $617K | 0.0% | -4.9% | 0.042% | |
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1/30/2024 | PCG Wealth Advisors LLC | 3,425 | $355K | 0.2% | -7.3% | 0.024% | |
1/29/2024 | Koshinski Asset Management Inc. | 6,081 | $630K | 0.1% | +57.0% | 0.043% | |
1/29/2024 | NewEdge Wealth LLC | 9,789 | $1.01M | 0.0% | -6.9% | 0.068% | |
1/29/2024 | Perigon Wealth Management LLC | 7,238 | $749K | 0.0% | -55.3% | 0.051% | |
1/29/2024 | Wealth Effects LLC | 1,939 | $201K | 0.1% | N/A | 0.014% | |
1/29/2024 | Petra Financial Advisors Inc. | 3,520 | $365K | 0.3% | -16.4% | 0.025% | |
1/26/2024 | Geneos Wealth Management Inc. | 4,358 | $451K | 0.0% | -17.0% | 0.030% | |
1/26/2024 | Schrum Private Wealth Management LLC | 12,718 | $1.32M | 1.9% | -16.0% | 0.089% | |
1/25/2024 | Spectrum Wealth Advisory Group LLC | 6,447 | $668K | 0.8% | -1.5% | 0.045% | |
1/25/2024 | International Assets Investment Management LLC | 4,281 | $443K | 0.0% | N/A | 0.030% | |