5/10/2024 | Nwam LLC | 6,420 | $251K | 0.0% | -4.8% | 0.003% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 12,881 | $511K | 0.0% | -22.1% | 0.006% | |
5/9/2024 | Leo Wealth LLC | 247,530 | $9.81M | 1.0% | +4.2% | 0.119% | |
5/9/2024 | Ledyard National Bank | 342,269 | $13.57M | 1.3% | +4.7% | 0.165% | |
5/9/2024 | SageView Advisory Group LLC | 25,280 | $1.00M | 0.0% | -55.2% | 0.012% | |
5/9/2024 | D Orazio & Associates Inc. | 943,769 | $37.43M | 6.0% | +16.7% | 0.455% | |
|
5/9/2024 | Interchange Capital Partners LLC | 277,962 | $11.01M | 7.4% | -3.0% | 0.134% | |
5/8/2024 | Bell Investment Advisors Inc | 206,207 | $8.18M | 1.6% | -2.1% | 0.099% | |
5/8/2024 | Avantax Advisory Services Inc. | 145,461 | $5.77M | 0.1% | +4.0% | 0.070% | |
5/8/2024 | US Bancorp DE | 12,622 | $501K | 0.0% | +144.4% | 0.006% | |
5/8/2024 | QRG Capital Management Inc. | 11,819 | $469K | 0.0% | N/A | 0.006% | |
5/8/2024 | Thoroughbred Financial Services LLC | 11,242 | $445K | 0.0% | -3.4% | 0.005% | |
5/7/2024 | Verus Capital Partners LLC | 338,231 | $13.41M | 1.5% | +4.0% | 0.163% | |
5/7/2024 | WNY Asset Management LLC | 83,631 | $3.32M | 0.5% | +6.0% | 0.040% | |
5/7/2024 | 49 Wealth Management LLC | 1,204,363 | $47.67M | 10.2% | +12.6% | 0.581% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,519,098 | $99.91M | 3.0% | +5.2% | 1.215% | |
5/7/2024 | Wealthspire Advisors LLC | 80,630 | $3.20M | 0.0% | -13.9% | 0.039% | |
5/7/2024 | Empowered Funds LLC | 1,304,992 | $51.76M | 0.9% | N/A | 0.630% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 58,458 | $2.32M | 0.0% | +251.5% | 0.028% | |
5/6/2024 | Valence8 US LP | 872,673 | $34.61M | 18.0% | +21.4% | 0.421% | |
5/4/2024 | Csenge Advisory Group | 5,396 | $214K | 0.0% | N/A | 0.003% | |
5/3/2024 | Larson Financial Group LLC | 4,224 | $168K | 0.0% | -6.7% | 0.002% | |
5/3/2024 | GSA Capital Partners LLP | 49,100 | $1.95M | 0.2% | N/A | 0.024% | |
5/3/2024 | Patron Partners LLC | 27,044 | $1.07M | 0.7% | -17.7% | 0.013% | |
5/3/2024 | Integrity Financial Corp WA | 214,043 | $8.49M | 5.8% | +0.2% | 0.103% | |
5/2/2024 | Mutual Advisors LLC | 206,861 | $8.20M | 0.3% | -10.6% | 0.100% | |
5/2/2024 | Diversified LLC | 6,216 | $247K | 0.0% | N/A | 0.003% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 67,809 | $2.69M | 0.1% | -11.2% | 0.033% | |
5/2/2024 | USAdvisors Wealth Management LLC | 188,580 | $7.49M | 2.8% | +3.2% | 0.091% | |
5/2/2024 | Graypoint LLC | 128,831 | $5.11M | 0.4% | +2.4% | 0.062% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 2,847 | $113K | 0.0% | +17.3% | 0.001% | |
5/1/2024 | Janney Montgomery Scott LLC | 734,911 | $29.15M | 0.1% | +2.3% | 0.355% | |
5/1/2024 | TKG Advisors LLC | 5,129 | $203K | 0.1% | -6.0% | 0.002% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 25,821 | $1.02M | 0.0% | +81.2% | 0.012% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 25,177 | $999K | 0.1% | +2.9% | 0.012% | |
5/1/2024 | Northcape Wealth Management LLC | 232,108 | $9.21M | 3.4% | +1.7% | 0.112% | |
5/1/2024 | Sequoia Financial Advisors LLC | 6,581 | $261K | 0.0% | -4.3% | 0.003% | |
4/30/2024 | Private Advisor Group LLC | 194,045 | $7.70M | 0.1% | +54.2% | 0.094% | |
4/30/2024 | J.W. Cole Advisors Inc. | 102,483 | $4.06M | 0.2% | +2.3% | 0.049% | |
4/30/2024 | TFC Financial Management Inc. | 13,702 | $543K | 0.1% | +2.0% | 0.007% | |
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4/30/2024 | SpiderRock Advisors LLC | 10,810 | $425K | 0.0% | N/A | 0.005% | |
4/30/2024 | Unionview LLC | 75,566 | $3.00M | 2.5% | +8.5% | 0.036% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 7,053 | $275K | 0.2% | +43.6% | 0.003% | |
4/29/2024 | Commonwealth Equity Services LLC | 769,807 | $30.53M | 0.1% | +5.7% | 0.371% | |
4/29/2024 | Durante & Waters LLC | 25,450 | $1.01M | 0.9% | +4.9% | 0.012% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 109,372 | $4.34M | 0.1% | +51.0% | 0.053% | |
4/29/2024 | Aspire Wealth Management Corp | 17,810 | $706K | 0.4% | +6.6% | 0.009% | |
4/29/2024 | American Capital Advisory LLC | 5,944 | $236K | 0.2% | +270.1% | 0.003% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 57,298 | $2.27M | 0.9% | +3.6% | 0.028% | |
4/27/2024 | Millburn Ridgefield Corp | 1,345,479 | $53.36M | 1.5% | +4.2% | 0.649% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 651,923 | $25.41M | 2.3% | -0.9% | 0.314% | |
4/26/2024 | MBA Advisors LLC | 201,545 | $7.99M | 4.1% | +6.5% | 0.097% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 60,048 | $2.38M | 0.4% | +21.5% | 0.029% | |
4/26/2024 | YHB Investment Advisors Inc. | 70,531 | $2.80M | 0.2% | +24.2% | 0.034% | |
4/26/2024 | SlateStone Wealth LLC | 40,455 | $1.60M | 0.2% | -1.6% | 0.020% | |
4/26/2024 | Carr Financial Group Corp | 212,886 | $8.44M | 2.8% | N/A | 0.103% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 28,354 | $1.13M | 1.1% | +16.2% | 0.014% | |
4/26/2024 | Emerald Advisors LLC | 164,020 | $6.51M | 1.2% | +4.0% | 0.079% | |
4/26/2024 | Bogart Wealth LLC | 1,966,768 | $78.00M | 4.0% | +1.6% | 0.949% | |
4/25/2024 | Professional Financial Advisors LLC | 51,529 | $2.04M | 0.6% | -22.9% | 0.025% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 727,713 | $28.86M | 5.8% | +0.3% | 0.351% | |
4/25/2024 | Intergy Private Wealth LLC | 134,126 | $5.32M | 2.2% | -2.1% | 0.065% | |
4/24/2024 | Leavell Investment Management Inc. | 18,490 | $733K | 0.0% | +64.5% | 0.009% | |
4/24/2024 | Patton Albertson Miller Group LLC | 280,973 | $11.14M | 1.7% | -20.8% | 0.136% | |
4/24/2024 | Wolff Financial Management LLC | 20,193 | $801K | 0.2% | -9.5% | 0.010% | |
4/24/2024 | 1900 Wealth Management LLC | 213,541 | $8.47M | 0.8% | -18.3% | 0.103% | |
4/24/2024 | Oak Family Advisors LLC | 122,083 | $4.84M | 1.9% | +6.1% | 0.059% | |
4/24/2024 | SOL Capital Management CO | 92,563 | $3.67M | 0.5% | +15.0% | 0.045% | |
4/24/2024 | Ackerman Capital Advisors LLC | 146,578 | $5.81M | 1.6% | -19.0% | 0.071% | |
4/24/2024 | Dechtman Wealth Management LLC | 597,070 | $23.68M | 5.5% | -4.7% | 0.288% | |
4/23/2024 | Triad Wealth Partners LLC | 130,427 | $5.17M | 4.0% | N/A | 0.063% | |
4/23/2024 | Global Retirement Partners LLC | 41,517 | $1.65M | 0.1% | -17.4% | 0.020% | |
4/23/2024 | Mason & Associates Inc | 333,779 | $13.24M | 3.5% | +16.6% | 0.161% | |
4/23/2024 | Sage Mountain Advisors LLC | 875,689 | $34.73M | 3.6% | -0.3% | 0.422% | |
4/23/2024 | Venturi Wealth Management LLC | 179,856 | $7.13M | 0.5% | +34.2% | 0.087% | |
4/23/2024 | Gradient Investments LLC | 819,595 | $32.51M | 0.8% | -3.8% | 0.395% | |
4/23/2024 | Fifth Third Bancorp | 798 | $32K | 0.0% | +2,000.0% | 0.000% | |
4/23/2024 | Warner Financial Inc. | 65,009 | $2.58M | 1.3% | +26.5% | 0.031% | |
4/23/2024 | Strategic Blueprint LLC | 124,607 | $4.94M | 0.4% | +4.8% | 0.060% | |
4/23/2024 | OxenFree Capital LLC | 98,251 | $3.90M | 3.6% | +5.7% | 0.047% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,596,825 | $63.33M | 0.1% | +7.5% | 0.770% | |
4/22/2024 | Rovin Capital UT ADV | 14,296 | $567K | 0.2% | +3.7% | 0.007% | |
4/22/2024 | Raymond James & Associates | 145,948 | $5.79M | 0.0% | -5.4% | 0.070% | |
4/22/2024 | MBL Wealth LLC | 30,695 | $1.22M | 0.1% | -3.2% | 0.015% | |
4/22/2024 | Edge Financial Advisors LLC | 25,875 | $1.03M | 0.9% | N/A | 0.012% | |
4/19/2024 | Marshall Financial Group LLC | 222,541 | $8.83M | 2.5% | +3.4% | 0.107% | |
4/19/2024 | Wealth Management Resources Inc. | 18,373 | $729K | 0.3% | -25.9% | 0.009% | |
4/19/2024 | First Trust Direct Indexing L.P. | 16,363 | $649K | 0.0% | N/A | 0.008% | |
4/19/2024 | Fluent Financial LLC | 96,071 | $3.81M | 2.1% | +1.3% | 0.046% | |
4/19/2024 | Abundance Wealth Counselors | 549,174 | $21.78M | 5.0% | +2.6% | 0.265% | |
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4/19/2024 | Lake Street Private Wealth LLC | 42,585 | $1.69M | 0.2% | +2.7% | 0.021% | |
4/18/2024 | Quattro Financial Advisors LLC | 129,833 | $5.15M | 1.5% | +341,565.8% | 0.063% | |
4/18/2024 | Capital Advisors Ltd. LLC | 23,172 | $919K | 0.1% | +3.1% | 0.011% | |
4/18/2024 | Woodmont Investment Counsel LLC | 47,606 | $1.89M | 0.2% | -0.7% | 0.023% | |
4/18/2024 | Financial Strategies Group Inc. | 960,006 | $37.71M | 10.1% | -4.5% | 0.463% | |
4/18/2024 | Silvia Mccoll Wealth Management LLC | 41,063 | $1.59M | 1.4% | -4.1% | 0.020% | |
4/18/2024 | MGO Private Wealth LLC | 5,865 | $233K | 0.1% | -19.9% | 0.003% | |
4/18/2024 | Diversified Trust Co | 15,582 | $618K | 0.0% | N/A | 0.008% | |
4/18/2024 | RHS Financial LLC | 7,851 | $311K | 0.2% | N/A | 0.004% | |
4/18/2024 | Breakwater Capital Group | 149,099 | $5.91M | 1.5% | +9.7% | 0.072% | |