4/19/2024 | Willis Johnson & Associates Inc. | 214,361 | $11.93M | 1.0% | -3.2% | 0.640% | |
4/19/2024 | WealthBridge Investment Counsel Inc. | 18,700 | $1.04M | 0.4% | -6.3% | 0.056% | |
4/18/2024 | Nvest Financial LLC | 39,236 | $2.18M | 1.5% | +34.1% | 0.117% | |
4/18/2024 | Barry Investment Advisors LLC | 80,186 | $4.46M | 1.5% | -2.9% | 0.239% | |
4/18/2024 | Ironwood Financial llc | 4,588 | $255K | 0.1% | -8.9% | 0.014% | |
4/16/2024 | Firethorn Wealth Partners LLC | 9,145 | $509K | 0.3% | -4.8% | 0.027% | |
|
4/16/2024 | Cypress Wealth Services LLC | 30,252 | $1.68M | 0.4% | -2.9% | 0.090% | |
4/15/2024 | SMI Advisory Services LLC | 61,887 | $3.42M | 1.0% | N/A | 0.185% | |
4/13/2024 | Hoxton Planning & Management LLC | 9,081 | $506K | 0.2% | -8.7% | 0.027% | |
4/11/2024 | ONE Advisory Partners LLC | 8,169 | $455K | 0.2% | -14.2% | 0.024% | |
4/10/2024 | Park Avenue Securities LLC | 15,185 | $845K | 0.0% | -6.4% | 0.045% | |
4/9/2024 | Mather Group LLC. | 1,000 | $53K | 0.0% | N/A | 0.003% | |
4/3/2024 | Dentgroup LLC | 11,588 | $645K | 0.5% | -6.5% | 0.035% | |
3/22/2024 | PNC Financial Services Group Inc. | 34,113 | $1.80M | 0.0% | -32.8% | 0.102% | |
3/5/2024 | Fisher Asset Management LLC | 27,534 | $1.46M | 0.0% | -3.2% | 0.082% | |
2/23/2024 | Beacon Financial Group | 16,455 | $870K | 0.1% | N/A | 0.049% | |
2/20/2024 | GLOBALT Investments LLC GA | 15,355 | $812K | 0.0% | N/A | 0.046% | |
2/20/2024 | Taylor Financial Group Inc. | 4,416 | $233K | 0.2% | N/A | 0.013% | |
2/14/2024 | Connectus Wealth LLC | 174,732 | $9.25M | 0.2% | N/A | 0.522% | |
2/14/2024 | Prudential PLC | 6,364 | $336K | 0.0% | N/A | 0.019% | |
2/13/2024 | Karpus Management Inc. | 226,060 | $11.95M | 0.4% | -44.1% | 0.675% | |
2/13/2024 | Pinebridge Investments L.P. | 16,028 | $847K | 0.0% | -75.3% | 0.048% | |
2/13/2024 | Tower Research Capital LLC TRC | 565 | $30K | 0.0% | +84.0% | 0.002% | |
2/13/2024 | CIBC Asset Management Inc | 17,506 | $925K | 0.0% | N/A | 0.052% | |
2/12/2024 | Scotia Capital Inc. | 34,755 | $1.84M | 0.0% | +8.3% | 0.104% | |
2/12/2024 | Palisades Hudson Asset Management L.P. | 41,845 | $2.21M | 1.1% | +0.6% | 0.125% | |
2/12/2024 | Parallel Advisors LLC | 1,262 | $67K | 0.0% | -31.8% | 0.004% | |
2/12/2024 | Hsbc Holdings PLC | 32,881 | $1.74M | 0.0% | +76.0% | 0.098% | |
2/9/2024 | Advisory Services Network LLC | 12,324 | $651K | 0.0% | -7.6% | 0.037% | |
2/9/2024 | Barry Investment Advisors LLC | 82,545 | $4.36M | 1.5% | -3.2% | 0.246% | |
2/9/2024 | EverSource Wealth Advisors LLC | 5,862 | $310K | 0.0% | -15.9% | 0.017% | |
2/9/2024 | TSA Wealth Managment LLC | 6,289 | $332K | 0.2% | N/A | 0.019% | |
2/9/2024 | CreativeOne Wealth LLC | 4,240 | $224K | 0.0% | N/A | 0.013% | |
2/9/2024 | Corient Private Wealth LLC | 36,921 | $1.95M | 0.0% | +1.7% | 0.110% | |
2/9/2024 | Wells Fargo & Company MN | 235,507 | $12.45M | 0.0% | -36.3% | 0.703% | |
2/9/2024 | Balentine LLC | 475 | $25K | 0.0% | N/A | 0.001% | |
2/9/2024 | UBS Group AG | 603,324 | $31.89M | 0.0% | -3.0% | 1.801% | |
2/9/2024 | PNC Financial Services Group Inc. | 34,113 | $1.80M | 0.0% | -32.8% | 0.102% | |
2/8/2024 | Brown Advisory Inc. | 3,800 | $201K | 0.0% | N/A | 0.011% | |
2/8/2024 | Meridian Wealth Management LLC | 23,302 | $1.23M | 0.1% | -52.2% | 0.070% | |
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2/8/2024 | Kickstand Ventures LLC. | 29,997 | $1.59M | 0.5% | -19.8% | 0.090% | |
2/8/2024 | RCS Financial Planning LLC | 5,011 | $265K | 0.2% | -21.2% | 0.015% | |
2/8/2024 | Shared Vision Wealth Group LLC | 15,060 | $796K | 0.5% | N/A | 0.045% | |
2/7/2024 | Avantax Advisory Services Inc. | 4,321 | $228K | 0.0% | N/A | 0.013% | |
2/7/2024 | Checchi Capital Advisers LLC | 59,643 | $3.15M | 0.3% | +23.5% | 0.178% | |
2/7/2024 | USA Financial Formulas | 5,338 | $282K | 0.0% | +3,913.5% | 0.016% | |
2/7/2024 | Principal Securities Inc. | 1,255 | $66K | 0.0% | N/A | 0.004% | |
2/6/2024 | ShoreHaven Wealth Partners LLC | 37,166 | $1.97M | 1.2% | +3.0% | 0.111% | |
2/6/2024 | Apollon Wealth Management LLC | 25,803 | $1.36M | 0.0% | +3.5% | 0.077% | |
2/6/2024 | Private Advisor Group LLC | 11,830 | $625K | 0.0% | -14.4% | 0.035% | |
2/6/2024 | Merit Financial Group LLC | 5,475 | $289K | 0.0% | +20.1% | 0.016% | |
2/6/2024 | First Horizon Advisors Inc. | 4,200 | $222K | 0.0% | -11.5% | 0.013% | |
2/6/2024 | Fisher Asset Management LLC | 27,706 | $1.47M | 0.0% | -2.6% | 0.083% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 25,549 | $1.35M | 0.1% | -3.2% | 0.076% | |
2/5/2024 | Transcend Capital Advisors LLC | 7,283 | $385K | 0.0% | -12.2% | 0.022% | |
2/2/2024 | Citizens Financial Group Inc. RI | 3,992 | $211K | 0.0% | N/A | 0.012% | |
2/1/2024 | EFG Asset Management Americas Corp. | 23,480 | $1.24M | 0.3% | -1.4% | 0.070% | |
1/31/2024 | Institute for Wealth Management LLC. | 46,119 | $2.44M | 0.4% | -2.5% | 0.138% | |
1/30/2024 | Wealth Alliance | 37,351 | $1.97M | 0.3% | -8.9% | 0.111% | |
1/30/2024 | Hoxton Planning & Management LLC | 9,942 | $526K | 0.3% | -48.0% | 0.030% | |
1/29/2024 | Baystate Wealth Management LLC | 1,161 | $61K | 0.0% | +53.2% | 0.003% | |
1/26/2024 | Cerity Partners LLC | 7,525 | $398K | 0.0% | +29.5% | 0.022% | |
1/26/2024 | ONE Advisory Partners LLC | 9,523 | $503K | 0.3% | -19.9% | 0.028% | |
1/25/2024 | International Assets Investment Management LLC | 15,858 | $838K | 0.0% | N/A | 0.047% | |
1/25/2024 | Strategic Blueprint LLC | 17,511 | $926K | 0.1% | -10.9% | 0.052% | |
1/25/2024 | Firethorn Wealth Partners LLC | 9,602 | $508K | 0.3% | -13.1% | 0.029% | |
1/24/2024 | Stratos Wealth Advisors LLC | 5,415 | $286K | 0.0% | -7.2% | 0.016% | |
1/24/2024 | Canal Capital Management LLC | 10,807 | $571K | 0.1% | -38.7% | 0.032% | |
1/24/2024 | International Assets Investment Management LLC | 15,858 | $838K | 0.0% | N/A | 0.047% | |
1/23/2024 | Derbend Asset Management | 10,731 | $567K | 0.3% | -14.9% | 0.032% | |
1/22/2024 | Nvest Financial LLC | 29,252 | $1.55M | 1.2% | +312.8% | 0.087% | |
1/22/2024 | Mayflower Financial Advisors LLC | 23,470 | $1.24M | 0.1% | -19.5% | 0.070% | |
1/19/2024 | True Link Financial Advisors LLC | 4,356 | $230K | 0.0% | -77.5% | 0.013% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 6,457 | $341K | 0.1% | -21.4% | 0.019% | |
1/18/2024 | TFB Advisors LLC | 4,467 | $236K | 0.1% | N/A | 0.013% | |
1/18/2024 | Global Retirement Partners LLC | 1,024 | $52K | 0.0% | -18.0% | 0.003% | |
1/18/2024 | Blue Trust Inc. | 27,103 | $1.43M | 0.0% | -3.5% | 0.081% | |
1/18/2024 | KM Capital Management Ltd. | 115,008 | $6.08M | 3.5% | +56.9% | 0.343% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 8,816 | $466K | 0.0% | +60.7% | 0.026% | |
1/16/2024 | Raymond James & Associates | 14,337 | $758K | 0.0% | +1.4% | 0.043% | |
1/16/2024 | CoreCap Advisors LLC | 38,598 | $2.04M | 0.1% | -8.5% | 0.115% | |
1/16/2024 | Wealthsource Partners LLC | 163,697 | $8.65M | 0.6% | -10.3% | 0.489% | |
1/12/2024 | Willis Johnson & Associates Inc. | 221,357 | $11.70M | 1.1% | -1.4% | 0.661% | |
1/12/2024 | My Legacy Advisors LLC | 14,403 | $750K | 0.3% | -10.0% | 0.043% | |
1/11/2024 | Affinity Capital Advisors LLC | 22,033 | $1.17M | 0.3% | -25.5% | 0.066% | |
1/11/2024 | Cypress Wealth Services LLC | 31,151 | $1.65M | 0.4% | -10.5% | 0.093% | |
1/10/2024 | Silvia Mccoll Wealth Management LLC | 4,000 | $211K | 0.2% | N/A | 0.012% | |
1/9/2024 | IFP Advisors Inc | 31,608 | $1.67M | 0.1% | -19.5% | 0.094% | |
1/2/2024 | Dentgroup LLC | 12,398 | $655K | 0.6% | -54.3% | 0.037% | |
11/28/2023 | ASB Consultores LLC | 17,352 | $828K | 0.3% | +100.0% | 0.052% | |
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11/16/2023 | High Falls Advisors Inc | 13,469 | $643K | 0.2% | +71.1% | 0.040% | |
11/15/2023 | Integrated Wealth Concepts LLC | 166,776 | $7.96M | 0.1% | +46.7% | 0.498% | |
11/15/2023 | Ramirez Asset Management Inc. | 3,600 | $172K | 0.0% | N/A | 0.011% | |
11/15/2023 | Crestwood Advisors Group LLC | 6,380 | $305K | 0.0% | N/A | 0.019% | |
11/15/2023 | Scotia Capital Inc. | 32,077 | $1.53M | 0.0% | +14.7% | 0.096% | |
11/15/2023 | Lido Advisors LLC | 28,311 | $1.35M | 0.0% | N/A | 0.085% | |
11/14/2023 | Synovus Financial Corp | 17,107 | $817K | 0.0% | -4.5% | 0.051% | |
11/13/2023 | LPL Financial LLC | 135,388 | $6.46M | 0.0% | -28.5% | 0.404% | |
11/13/2023 | Provence Wealth Management Group | 678 | $32K | 0.0% | N/A | 0.002% | |
11/13/2023 | Stokes Family Office LLC | 31,715 | $1.51M | 0.2% | +35.8% | 0.095% | |