4/19/2024 | PCG Wealth Advisors LLC | 7,510 | $440K | 0.2% | -4.1% | 0.007% | |
4/18/2024 | Panoramic Investment Advisors LLC | 18,452 | $1.08M | 0.8% | -6.8% | 0.017% | |
4/18/2024 | Fifth Third Securities Inc. | 113,286 | $6.64M | 0.6% | +19.9% | 0.104% | |
4/17/2024 | Physician Wealth Advisors Inc. | 7,749 | $431K | 0.1% | +4.1% | 0.007% | |
4/17/2024 | Founders Financial Securities LLC | 15,456 | $906K | 0.1% | -14.9% | 0.014% | |
4/17/2024 | Gibson Capital LLC | 3,425 | $201K | 0.0% | N/A | 0.003% | |
|
4/16/2024 | Capital Asset Advisory Services LLC | 72,038 | $4.13M | 0.2% | +3.6% | 0.066% | |
4/16/2024 | Howard Financial Services LTD. | 3,505 | $205K | 0.0% | N/A | 0.003% | |
4/16/2024 | Cypress Wealth Services LLC | 3,417 | $200K | 0.0% | -37.7% | 0.003% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 222,625 | $13.04M | 0.0% | +0.5% | 0.205% | |
4/16/2024 | Arkansas Financial Group Inc. | 179,247 | $10.50M | 1.8% | +2.0% | 0.165% | |
4/15/2024 | Future Financial Wealth Managment LLC | 3,380 | $198K | 0.2% | N/A | 0.003% | |
4/15/2024 | Brookstone Capital Management | 18,168 | $1.06M | 0.0% | -4.6% | 0.017% | |
4/15/2024 | Sunbelt Securities Inc. | 10,991 | $644K | 0.1% | -61.5% | 0.010% | |
4/15/2024 | CIC Wealth LLC | 26,625 | $1.56M | 0.5% | -8.5% | 0.024% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 5,181 | $304K | 0.0% | -11.9% | 0.005% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 87,471 | $5.13M | 0.2% | -9.1% | 0.080% | |
4/12/2024 | Keystone Wealth Services LLC | 3,754 | $220K | 0.1% | -5.1% | 0.003% | |
4/12/2024 | CMH Wealth Management LLC | 90,414 | $5.30M | 1.3% | -9.6% | 0.083% | |
4/12/2024 | Global Assets Advisory LLC | 145,160 | $8.51M | 0.0% | +1,148.5% | 0.133% | |
4/12/2024 | Traynor Capital Management Inc. | 12,177 | $713K | 0.1% | -15.2% | 0.011% | |
4/11/2024 | Salem Investment Counselors Inc. | 3,413 | $200K | 0.0% | -6.2% | 0.003% | |
4/11/2024 | International Assets Investment Management LLC | 16,388 | $948K | 0.0% | -6.7% | 0.015% | |
4/11/2024 | &PARTNERS | 16,324 | $956K | 0.1% | +2.8% | 0.015% | |
4/11/2024 | RFG Advisory LLC | 14,360 | $841K | 0.0% | +2.6% | 0.013% | |
4/10/2024 | LexAurum Advisors LLC | 6,261 | $367K | 0.1% | +4.8% | 0.006% | |
4/10/2024 | Marcum Wealth LLC | 3,738 | $219K | 0.0% | -6.1% | 0.003% | |
4/10/2024 | Banque Cantonale Vaudoise | 32,935 | $1.93M | 0.1% | -4.1% | 0.030% | |
4/9/2024 | Montecito Bank & Trust | 28,327 | $1.66M | 0.3% | -7.7% | 0.026% | |
4/9/2024 | Deane Retirement Strategies Inc. | 471 | $28K | 0.0% | -99.5% | 0.000% | |
4/9/2024 | Mather Group LLC. | 718 | $39K | 0.0% | N/A | 0.001% | |
4/5/2024 | Summit Financial Group Inc. | 18,310 | $1.07M | 0.4% | -2.7% | 0.017% | |
4/5/2024 | NBC Securities Inc. | 25,833 | $1.51M | 0.1% | -2.9% | 0.024% | |
4/3/2024 | Strategic Advocates LLC | 3,580 | $210K | 0.1% | N/A | 0.003% | |
3/22/2024 | Livelsberger Financial Advisory | 720 | $39K | 0.0% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 78,601 | $4.24M | 0.0% | -3.7% | 0.072% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 127,745 | $6.89M | 0.2% | +11.9% | 0.117% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 1,100 | $59K | 0.0% | N/A | 0.001% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,255 | $68K | 0.0% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 2,075,745 | $112.03M | 0.1% | -5.0% | 1.909% | |
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3/1/2024 | Transcendent Capital Group LLC | 2,202 | $119K | 0.1% | N/A | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 493,031 | $26.61M | 0.0% | -2.3% | 0.453% | |
2/29/2024 | Scarborough Advisors LLC | 1,438 | $78K | 0.0% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 162,223 | $8.76M | 0.1% | -1.8% | 0.149% | |
2/26/2024 | Centaurus Financial Inc. | 103,092 | $5.56M | 0.4% | +37.2% | 0.095% | |
2/26/2024 | Integrated Advisors Network LLC | 27,796 | $1.50M | 0.1% | -14.6% | 0.026% | |
2/26/2024 | Virtu Financial LLC | 44,662 | $2.41M | 0.2% | +88.4% | 0.041% | |
2/23/2024 | Arkansas Financial Group Inc. | 175,674 | $9.48M | 1.8% | +8.4% | 0.162% | |
2/23/2024 | Chicago Partners Investment Group LLC | 6,688 | $364K | 0.0% | -2.5% | 0.006% | |
2/16/2024 | Global Assets Advisory LLC | 11,627 | $624K | 0.8% | -35.5% | 0.011% | |
2/16/2024 | Harbour Investments Inc. | 21,834 | $1.18M | 0.0% | -1.2% | 0.020% | |
2/16/2024 | GSA Capital Partners LLP | 14,502 | $783K | 0.1% | N/A | 0.013% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 202,055 | $10.91M | 0.0% | +3.2% | 0.186% | |
2/15/2024 | Westshore Wealth LLC | 9,092 | $491K | 0.2% | -19.3% | 0.008% | |
2/15/2024 | Main Management LLC | 603 | $33K | 0.0% | +90.2% | 0.001% | |
2/15/2024 | Townsquare Capital LLC | 16,973 | $916K | 0.0% | +1.2% | 0.016% | |
2/15/2024 | Baker Avenue Asset Management LP | 150,287 | $8.11M | 0.3% | +5.7% | 0.138% | |
2/15/2024 | Brick & Kyle Associates | 57,012 | $3.08M | 1.5% | +158.1% | 0.052% | |
2/15/2024 | Primoris Wealth Advisors LLC | 7,335 | $396K | 0.4% | -71.0% | 0.007% | |
2/15/2024 | Nwam LLC | 9,286 | $501K | 0.0% | -57.6% | 0.009% | |
2/15/2024 | Pettyjohn Wood & White Inc. | 9,010 | $486K | 0.1% | -2.2% | 0.008% | |
2/15/2024 | Baird Financial Group Inc. | 106,733 | $5.76M | 0.0% | -1.0% | 0.098% | |
2/15/2024 | Comerica Bank | 12,448 | $672K | 0.0% | +8.1% | 0.011% | |
2/14/2024 | Royal Bank of Canada | 1,068,999 | $57.70M | 0.0% | +32.0% | 0.983% | |
2/14/2024 | Continuum Advisory LLC | 64,549 | $3.48M | 0.5% | N/A | 0.059% | |
2/14/2024 | Pathstone Holdings LLC | 7,373 | $398K | 0.0% | N/A | 0.007% | |
2/14/2024 | Kestra Advisory Services LLC | 79,359 | $4.28M | 0.0% | -1.6% | 0.073% | |
2/14/2024 | LM Advisors LLC | 90,673 | $4.89M | 1.0% | N/A | 0.083% | |
2/14/2024 | Creative Planning | 21,954 | $1.19M | 0.0% | -12.9% | 0.020% | |
2/14/2024 | Jacobi Capital Management LLC | 9,376 | $506K | 0.1% | +2.8% | 0.009% | |
2/14/2024 | MGO One Seven LLC | 16,281 | $879K | 0.1% | +33.1% | 0.015% | |
2/14/2024 | Cresset Asset Management LLC | 6,245 | $337K | 0.0% | +19.8% | 0.006% | |
2/14/2024 | Regal Investment Advisors LLC | 4,250 | $229K | 0.0% | -63.5% | 0.004% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,170,966 | $63.20M | 0.0% | -0.6% | 1.077% | |
2/13/2024 | Exencial Wealth Advisors LLC | 11,640 | $628K | 0.0% | -4.2% | 0.011% | |
2/13/2024 | Cetera Advisor Networks LLC | 189,115 | $10.21M | 0.1% | -10.8% | 0.174% | |
2/13/2024 | Oppenheimer & Co. Inc. | 51,416 | $2.78M | 0.1% | -2.5% | 0.047% | |
2/13/2024 | Tower Research Capital LLC TRC | 65,809 | $3.55M | 0.0% | +423.7% | 0.061% | |
2/13/2024 | Goldman Sachs Group Inc. | 493,031 | $26.61M | 0.0% | -2.3% | 0.453% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 3,737 | $202K | 0.1% | -22.0% | 0.003% | |
2/13/2024 | Belpointe Asset Management LLC | 28,214 | $1.52M | 0.1% | +21.7% | 0.026% | |
2/13/2024 | Peapack Gladstone Financial Corp | 112,165 | $6.05M | 0.1% | -1.3% | 0.103% | |
2/12/2024 | BOCHK Asset Management Ltd | 1,800 | $97K | 0.1% | N/A | 0.002% | |
2/12/2024 | Scotia Capital Inc. | 45,029 | $2.43M | 0.0% | +2.5% | 0.041% | |
2/12/2024 | StoneX Group Inc. | 14,020 | $757K | 0.1% | N/A | 0.013% | |
2/12/2024 | Focus Financial Network Inc. ADV | 51,710 | $2.79M | 0.1% | N/A | 0.048% | |
2/12/2024 | Stifel Financial Corp | 99,483 | $5.37M | 0.0% | -4.2% | 0.091% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 28,217 | $1.52M | 0.0% | -48.6% | 0.026% | |
2/12/2024 | Edmond DE Rothschild Holding S.A. | 16,603 | $896K | 0.0% | -23.5% | 0.015% | |
2/12/2024 | Madden Advisory Services Inc. | 56,047 | $3.03M | 1.7% | -29.1% | 0.052% | |
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2/12/2024 | Parallel Advisors LLC | 33,342 | $1.80M | 0.1% | -3.3% | 0.031% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 19,628 | $1.06M | 0.1% | +1.0% | 0.018% | |
2/9/2024 | Advisory Services Network LLC | 31,392 | $1.69M | 0.0% | +0.8% | 0.029% | |
2/9/2024 | Orion Portfolio Solutions LLC | 20,231 | $1.10M | 0.0% | -6.8% | 0.019% | |
2/9/2024 | Cypress Asset Management Inc. TX | 40,835 | $2.20M | 0.7% | N/A | 0.038% | |
2/9/2024 | US Bancorp DE | 51,340 | $2.77M | 0.0% | -9.8% | 0.047% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 218,135 | $11.77M | 0.1% | -27.8% | 0.201% | |
2/9/2024 | Certified Advisory Corp | 137,302 | $7.41M | 1.1% | -0.5% | 0.126% | |
2/9/2024 | Corient Private Wealth LLC | 15,383 | $830K | 0.0% | N/A | 0.014% | |
2/9/2024 | D.A. Davidson & CO. | 16,881 | $911K | 0.0% | -4.8% | 0.016% | |