5/9/2024 | ProVise Management Group LLC | 14,998 | $1.65M | 0.1% | -19.8% | 0.016% | |
5/9/2024 | Orion Portfolio Solutions LLC | 121,818 | $13.43M | 0.1% | -4.1% | 0.129% | |
5/9/2024 | Kingsview Wealth Management LLC | 8,836 | $974K | 0.0% | -1.3% | 0.009% | |
5/9/2024 | Beacon Investment Advisory Services Inc. | 1,884 | $208K | 0.0% | N/A | 0.002% | |
5/9/2024 | SageView Advisory Group LLC | 4,213 | $464K | 0.0% | -91.2% | 0.004% | |
5/9/2024 | D Orazio & Associates Inc. | 11,850 | $1.31M | 0.2% | -4.8% | 0.013% | |
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5/9/2024 | Interchange Capital Partners LLC | 3,214 | $354K | 0.2% | +3.7% | 0.003% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 11,434 | $1.26M | 0.3% | -4.3% | 0.012% | |
5/9/2024 | Koshinski Asset Management Inc. | 2,102 | $232K | 0.0% | N/A | 0.002% | |
5/8/2024 | Bleakley Financial Group LLC | 1,890 | $208K | 0.0% | N/A | 0.002% | |
5/8/2024 | Avantax Advisory Services Inc. | 107,611 | $11.86M | 0.1% | +1.9% | 0.114% | |
5/8/2024 | US Bancorp DE | 14,127 | $1.56M | 0.0% | +1.4% | 0.015% | |
5/8/2024 | Hohimer Wealth Management LLC | 10,465 | $1.15M | 0.3% | -2.7% | 0.011% | |
5/8/2024 | Russell Investments Group Ltd. | 355 | $39K | 0.0% | +56.4% | 0.000% | |
5/8/2024 | New Republic Capital LLC | 2,820 | $311K | 0.2% | -19.2% | 0.003% | |
5/8/2024 | Thoroughbred Financial Services LLC | 2,240 | $246K | 0.0% | -12.2% | 0.002% | |
5/7/2024 | NorthRock Partners LLC | 4,420 | $487K | 0.0% | +10.9% | 0.005% | |
5/7/2024 | WNY Asset Management LLC | 156,486 | $17.25M | 2.6% | +1.3% | 0.166% | |
5/7/2024 | Concurrent Investment Advisors LLC | 3,071 | $338K | 0.0% | -6.9% | 0.003% | |
5/7/2024 | Atomi Financial Group Inc. | 4,942 | $545K | 0.1% | +2.9% | 0.005% | |
5/7/2024 | Smithfield Trust Co | 75,663 | $8.34M | 0.4% | -0.2% | 0.080% | |
5/7/2024 | Bernardo Wealth Planning LLC | 29,708 | $3.27M | 0.9% | -9.9% | 0.031% | |
5/7/2024 | NTV Asset Management LLC | 89,355 | $9.85M | 1.5% | -2.4% | 0.095% | |
5/7/2024 | Benedetti & Gucer Inc. | 67,482 | $7.44M | 3.7% | +25.9% | 0.071% | |
5/7/2024 | Oppenheimer & Co. Inc. | 4,943 | $545K | 0.0% | -41.8% | 0.005% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,586 | $395K | 0.0% | +44.9% | 0.004% | |
5/7/2024 | Wealthspire Advisors LLC | 80,784 | $8.90M | 0.1% | -2.6% | 0.086% | |
5/7/2024 | Houlihan Financial Resource Group Ltd. | 40,686 | $4.48M | 2.0% | -1.6% | 0.043% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 16,764 | $1.85M | 0.0% | -2.1% | 0.018% | |
5/6/2024 | Kades & Cheifetz LLC | 1,819 | $200K | 0.1% | N/A | 0.002% | |
5/6/2024 | Advisory Services Network LLC | 92,948 | $10.24M | 0.2% | +397.3% | 0.098% | |
5/4/2024 | Geneos Wealth Management Inc. | 3,888 | $428K | 0.0% | -4.0% | 0.004% | |
5/4/2024 | DAVENPORT & Co LLC | 165,613 | $18.25M | 0.1% | +4,833.4% | 0.175% | |
5/4/2024 | Csenge Advisory Group | 9,857 | $1.09M | 0.1% | +21.3% | 0.010% | |
5/3/2024 | Embree Financial Group | 45,267 | $4.99M | 1.0% | -7.8% | 0.048% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 1,903 | $210K | 0.0% | N/A | 0.002% | |
5/3/2024 | Larson Financial Group LLC | 944 | $104K | 0.0% | -10.2% | 0.001% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 1,945 | $214K | 0.1% | N/A | 0.002% | |
5/3/2024 | Liberty Wealth Management LLC | 1,997 | $220K | 0.0% | N/A | 0.002% | |
5/3/2024 | Smith Salley Wealth Management | 1,827 | $201K | 0.0% | -16.1% | 0.002% | |
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5/2/2024 | Mutual Advisors LLC | 17,831 | $1.97M | 0.1% | -38.8% | 0.019% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 16,503 | $1.82M | 0.0% | -8.3% | 0.017% | |
5/2/2024 | Financial Counselors Inc. | 7,513 | $828K | 0.0% | -14.6% | 0.008% | |
5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 32,674 | $3.60M | 0.7% | -3.5% | 0.035% | |
5/2/2024 | Graypoint LLC | 95,281 | $10.50M | 0.8% | -8.1% | 0.101% | |
5/2/2024 | Vantage Financial Partners LLC | 5,249 | $578K | 0.2% | +5.6% | 0.006% | |
5/2/2024 | Choreo LLC | 18,733 | $2.07M | 0.1% | -0.8% | 0.020% | |
5/2/2024 | Palisade Asset Management LLC | 1,589 | $175K | 0.0% | N/A | 0.002% | |
5/1/2024 | StoneX Group Inc. | 35,125 | $3.87M | 0.4% | +1.2% | 0.037% | |
5/1/2024 | Connecticut Wealth Management LLC | 31,160 | $3.43M | 0.2% | -5.2% | 0.033% | |
5/1/2024 | Janney Capital Management LLC | 47,694 | $5.26M | 0.3% | -1.6% | 0.050% | |
5/1/2024 | KFA Private Wealth Group LLC | 28,921 | $3.19M | 1.0% | -32.1% | 0.031% | |
5/1/2024 | 1834 Investment Advisors Co. | 2,238 | $247K | 0.0% | -5.5% | 0.002% | |
5/1/2024 | Janney Montgomery Scott LLC | 647,251 | $71.33M | 0.2% | +2.6% | 0.685% | |
5/1/2024 | BNP Paribas Financial Markets | 206,154 | $22.72M | 0.0% | +9,716.9% | 0.218% | |
5/1/2024 | VAUGHAN & Co SECURITIES INC. | 155,183 | $17.10M | 10.9% | +3.1% | 0.164% | |
5/1/2024 | Klingman & Associates LLC | 21,331 | $2.35M | 0.2% | -2.3% | 0.023% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 9,521 | $1.05M | 0.1% | -7.5% | 0.010% | |
5/1/2024 | Mission Wealth Management LP | 2,755 | $304K | 0.0% | -8.7% | 0.003% | |
5/1/2024 | Wambolt & Associates LLC | 2,656 | $292K | 0.1% | -37.7% | 0.003% | |
5/1/2024 | Sequoia Financial Advisors LLC | 3,536 | $390K | 0.0% | -14.0% | 0.004% | |
4/30/2024 | Private Advisor Group LLC | 112,126 | $12.36M | 0.1% | -4.6% | 0.118% | |
4/30/2024 | J.W. Cole Advisors Inc. | 28,317 | $3.12M | 0.2% | -1.6% | 0.030% | |
4/30/2024 | Hartline Investment Corp | 3,068 | $338K | 0.1% | N/A | 0.003% | |
4/30/2024 | Beam Wealth Advisors Inc. | 130,272 | $14.36M | 8.6% | -1.5% | 0.137% | |
4/30/2024 | HB Wealth Management LLC | 128,653 | $14.18M | 0.2% | +0.6% | 0.135% | |
4/30/2024 | Foundry Financial Group Inc. | 80,849 | $8.91M | 6.4% | +10.9% | 0.085% | |
4/30/2024 | Concord Wealth Partners | 14,163 | $1.56M | 0.3% | +7.3% | 0.015% | |
4/30/2024 | AFT Forsyth & Company Inc. | 14,916 | $1.64M | 0.9% | +1.3% | 0.016% | |
4/30/2024 | Arkadios Wealth Advisors | 23,310 | $2.57M | 0.2% | +14.5% | 0.024% | |
4/30/2024 | Perigon Wealth Management LLC | 3,557 | $392K | 0.0% | +27.6% | 0.004% | |
4/30/2024 | Mayflower Financial Advisors LLC | 25,943 | $2.86M | 0.2% | -1.7% | 0.027% | |
4/30/2024 | Madison Wealth Partners Inc | 3,850 | $424K | 0.2% | +4.1% | 0.004% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 792 | $88K | 0.1% | +104.1% | 0.001% | |
4/29/2024 | Commonwealth Equity Services LLC | 793,501 | $87.45M | 0.1% | -2.3% | 0.834% | |
4/29/2024 | FAS Wealth Partners Inc. | 79,375 | $8.75M | 0.8% | +14.3% | 0.083% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,433 | $158K | 0.0% | -64.0% | 0.002% | |
4/29/2024 | Crescent Grove Advisors LLC | 2,149 | $237K | 0.0% | N/A | 0.002% | |
4/27/2024 | Kellett Wealth Advisors LLC | 2,348 | $259K | 0.2% | -16.4% | 0.002% | |
4/27/2024 | Phoenix Wealth Advisors | 59,339 | $6.54M | 4.0% | -15.0% | 0.062% | |
4/26/2024 | Pinnacle Associates Ltd. | 9,653 | $1.06M | 0.0% | -10.0% | 0.010% | |
4/26/2024 | Securian Asset Management Inc. | 915,202 | $100.86M | 3.0% | -2.2% | 0.961% | |
4/26/2024 | Northwest Bancshares Inc. | 7,991 | $881K | 0.1% | -1.2% | 0.008% | |
4/26/2024 | Sigma Investment Counselors Inc. | 3,097 | $341K | 0.0% | -10.6% | 0.003% | |
4/25/2024 | TNF LLC | 3,209 | $352K | 0.1% | -3.7% | 0.003% | |
4/25/2024 | Capital Investment Advisory Services LLC | 945 | $104K | 0.0% | -19.4% | 0.001% | |
4/25/2024 | Armor Investment Advisors LLC | 1,834 | $202K | 0.1% | N/A | 0.002% | |
4/25/2024 | Valeo Financial Advisors LLC | 169,679 | $18.70M | 0.6% | +7.7% | 0.178% | |
4/25/2024 | Eudaimonia Advisors LLC | 11,574 | $1.28M | 0.7% | -4.8% | 0.012% | |
4/24/2024 | Leavell Investment Management Inc. | 6,221 | $686K | 0.0% | -4.4% | 0.007% | |
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4/24/2024 | Krilogy Financial LLC | 12,308 | $1.36M | 0.1% | +1.9% | 0.013% | |
4/24/2024 | Patton Albertson Miller Group LLC | 24,483 | $2.70M | 0.4% | -62.3% | 0.026% | |
4/24/2024 | Wolff Financial Management LLC | 33,889 | $3.74M | 1.1% | -2.4% | 0.036% | |
4/24/2024 | 1900 Wealth Management LLC | 6,313 | $696K | 0.1% | -8.8% | 0.007% | |
4/24/2024 | Berkshire Bank | 9,551 | $1.05M | 0.3% | -27.1% | 0.010% | |
4/24/2024 | Townsend & Associates Inc | 362,520 | $39.60M | 4.6% | +2.2% | 0.381% | |
4/24/2024 | Simplicity Wealth LLC | 1,890 | $208K | 0.0% | N/A | 0.002% | |
4/24/2024 | NBT Bank N A NY | 10,323 | $1.14M | 0.1% | -2.4% | 0.011% | |
4/24/2024 | GDS Wealth Management | 165,101 | $18.20M | 2.1% | -15.5% | 0.173% | |
4/24/2024 | Gunma Bank Ltd. | 95,000 | $10.47M | 5.5% | +31.9% | 0.100% | |