7/26/2024 | Detalus Advisors LLC | 30,289 | $1.26M | 0.4% | -66.3% | 0.037% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 11,941 | $495K | 0.1% | +2.8% | 0.015% | |
7/26/2024 | Simmons Bank | 5,138 | $213K | 0.0% | -10.1% | 0.006% | |
7/26/2024 | WealthShield Partners LLC | 4,062 | $169K | 0.0% | -82.6% | 0.005% | |
7/26/2024 | Harbour Investments Inc. | 4,259 | $177K | 0.0% | -62.6% | 0.005% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 101,554 | $4.22M | 0.0% | -38.3% | 0.124% | |
|
7/26/2024 | Bank of New York Mellon Corp | 7,116 | $295K | 0.0% | -97.9% | 0.009% | |
7/25/2024 | New Millennium Group LLC | 1,644 | $68K | 0.0% | N/A | 0.002% | |
7/25/2024 | TNF LLC | 6,533 | $269K | 0.1% | -82.8% | 0.008% | |
7/25/2024 | EQ LLC | 31,788 | $1.32M | 0.8% | -1.2% | 0.039% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 18,836 | $782K | 0.1% | +6.2% | 0.023% | |
7/24/2024 | Family Firm Inc. | 113,029 | $4.69M | 0.5% | +1.5% | 0.138% | |
7/24/2024 | ShoreHaven Wealth Partners LLC | 11,882 | $493K | 0.3% | -70.3% | 0.014% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 13,663 | $567K | 0.0% | -68.6% | 0.017% | |
7/23/2024 | Horst & Graben Wealth Management LLC | 17,757 | $737K | 0.1% | -83.6% | 0.022% | |
7/23/2024 | Security Financial Services INC. | 22,938 | $952K | 0.2% | -20.0% | 0.028% | |
7/23/2024 | ONE Advisory Partners LLC | 6,985 | $290K | 0.1% | -90.8% | 0.008% | |
7/23/2024 | Ayalon Insurance Comp Ltd. | 107,722 | $4.47M | 1.5% | -3.3% | 0.131% | |
7/22/2024 | Dakota Wealth Management | 65,951 | $2.74M | 0.1% | +2.4% | 0.080% | |
7/20/2024 | First Horizon Advisors Inc. | 3,416 | $142K | 0.0% | -85.0% | 0.004% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 297,151 | $12.34M | 0.0% | -15.6% | 0.361% | |
7/19/2024 | Western Wealth Management LLC | 18,412 | $764K | 0.1% | -3.9% | 0.022% | |
7/19/2024 | Chesley Taft & Associates LLC | 27,905 | $1.16M | 0.1% | +16.1% | 0.034% | |
7/19/2024 | Verger Capital Management LLC | 518,621 | $21.53M | 11.0% | +1.6% | 0.631% | |
7/19/2024 | Tennessee Valley Asset Management Partners | 100,185 | $4.16M | 0.9% | +18.2% | 0.122% | |
7/18/2024 | Insight Wealth Partners LLC | 11,050 | $459K | 0.1% | +10.1% | 0.013% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 110,468 | $4.59M | 0.0% | -90.4% | 0.134% | |
7/16/2024 | ORG Partners LLC | 1,695 | $71K | 0.0% | N/A | 0.002% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 38,356 | $1.59M | 0.0% | +9.4% | 0.047% | |
7/16/2024 | Apeiron RIA LLC | 9,834 | $408K | 0.1% | -66.1% | 0.012% | |
7/15/2024 | RFG Advisory LLC | 11,035 | $458K | 0.0% | -76.3% | 0.013% | |
7/13/2024 | Retirement Planning Group LLC | 7,095 | $295K | 0.0% | -4.4% | 0.009% | |
7/13/2024 | Austin Private Wealth LLC | 4,860 | $202K | 0.0% | -95.3% | 0.006% | |
7/13/2024 | Keystone Wealth Services LLC | 9,300 | $386K | 0.1% | -11.8% | 0.011% | |
7/12/2024 | Cypress Wealth Services LLC | 12,082 | $502K | 0.1% | -77.5% | 0.015% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 22,376 | $929K | 0.0% | -16.0% | 0.027% | |
7/10/2024 | Buttonwood Financial Group LLC | 37,178 | $1.55M | 0.9% | -67.0% | 0.045% | |
7/10/2024 | CWM LLC | 63,938 | $2.65M | 0.0% | -96.3% | 0.078% | |
7/9/2024 | Park Avenue Securities LLC | 78,273 | $3.25M | 0.0% | -90.0% | 0.095% | |
7/9/2024 | Baker Ellis Asset Management LLC | 40,300 | $1.67M | 0.3% | -4.6% | 0.049% | |
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7/9/2024 | Lynx Investment Advisory | 8,743 | $363K | 0.3% | N/A | 0.011% | |
7/9/2024 | Mather Group LLC. | 3,239 | $139K | 0.0% | +77.0% | 0.004% | |
7/8/2024 | Versant Capital Management Inc | 360,315 | $14.96M | 3.8% | -1.7% | 0.438% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 890 | $37K | 0.0% | N/A | 0.001% | |
6/13/2024 | Bush Investment Group LLC | 39,512 | $1.70M | 1.5% | +2.2% | 0.048% | |
6/11/2024 | EverSource Wealth Advisors LLC | 2,752 | $119K | 0.0% | +27.3% | 0.003% | |
5/31/2024 | Maxwell Wealth Strategies Inc. | 13,391 | $570K | 0.3% | +11.7% | 0.016% | |
5/24/2024 | Cetera Advisors LLC | 103,277 | $4.44M | 0.0% | +34.4% | 0.126% | |
5/24/2024 | Cetera Investment Advisers | 586,992 | $25.21M | 0.1% | +173.6% | 0.714% | |
5/24/2024 | Invst LLC | 66,873 | $2.89M | 0.3% | +5.2% | 0.081% | |
5/21/2024 | Atria Investments Inc | 108,615 | $4.67M | 0.1% | +16.2% | 0.132% | |
5/17/2024 | Comerica Bank | 8,190 | $352K | 0.0% | -21.0% | 0.010% | |
5/17/2024 | Semmax Financial Advisors Inc. | 2,306 | $101K | 0.0% | +63.0% | 0.003% | |
5/16/2024 | Jane Street Group LLC | 343,391 | $14.75M | 0.0% | +256.9% | 0.418% | |
5/16/2024 | Redwood Investment Management LLC | 7,498 | $322K | 0.0% | N/A | 0.009% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 5,116 | $211K | 0.0% | -86.4% | 0.006% | |
5/16/2024 | Ancora Advisors LLC | 21,432 | $921K | 0.0% | +374.7% | 0.026% | |
5/16/2024 | Dynasty Wealth Management LLC | 17,756 | $763K | 0.0% | N/A | 0.022% | |
5/16/2024 | High Falls Advisors Inc | 76,712 | $3.30M | 0.8% | +17.1% | 0.093% | |
5/16/2024 | Icon Wealth Advisors LLC | 105,922 | $4.55M | 0.4% | +22.8% | 0.129% | |
5/15/2024 | Ascent Group LLC | 52,415 | $2.25M | 0.2% | +11.0% | 0.064% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 20,472 | $879K | 0.1% | +10.8% | 0.025% | |
5/14/2024 | OLD Mission Capital LLC | 202,168 | $8.68M | 0.1% | N/A | 0.246% | |
5/14/2024 | CreativeOne Wealth LLC | 190,058 | $8.16M | 0.3% | +70.1% | 0.231% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 617 | $26K | 0.0% | -47.2% | 0.001% | |
5/13/2024 | Bessemer Group Inc. | 6,493 | $279K | 0.0% | -31.6% | 0.008% | |
5/13/2024 | PAX Financial Group LLC | 36,077 | $1.55M | 0.3% | +38.8% | 0.044% | |
5/10/2024 | Osaic Holdings Inc. | 268,448 | $11.53M | 0.0% | -68.0% | 0.327% | |
5/10/2024 | Bright Financial Advisors Inc. | 5,003 | $214K | 0.2% | N/A | 0.006% | |
5/10/2024 | Nwam LLC | 5,747 | $249K | 0.0% | N/A | 0.007% | |
5/9/2024 | Orion Portfolio Solutions LLC | 54,185 | $2.33M | 0.0% | +17.7% | 0.066% | |
5/9/2024 | Kingsview Wealth Management LLC | 66,784 | $2.87M | 0.1% | N/A | 0.081% | |
5/9/2024 | Avid Wealth Partners LLC | 49,695 | $2.13M | 1.7% | N/A | 0.060% | |
5/8/2024 | Edmond DE Rothschild Holding S.A. | 1,540 | $66K | 0.0% | +33.9% | 0.002% | |
5/8/2024 | West Wealth Group LLC | 87,809 | $3.77M | 1.4% | +97.1% | 0.107% | |
5/8/2024 | TSA Wealth Managment LLC | 53,740 | $2.31M | 1.0% | +46.8% | 0.065% | |
5/8/2024 | Avantax Advisory Services Inc. | 147,613 | $6.34M | 0.1% | +4.7% | 0.180% | |
5/8/2024 | US Bancorp DE | 84,260 | $3.62M | 0.0% | +5.1% | 0.103% | |
5/8/2024 | Watershed Private Wealth LLC | 57,760 | $2.48M | 1.1% | N/A | 0.070% | |
5/8/2024 | New Republic Capital LLC | 1,340 | $58K | 0.0% | +30.9% | 0.002% | |
5/7/2024 | Verus Capital Partners LLC | 11,217 | $482K | 0.1% | +40.1% | 0.014% | |
5/7/2024 | WNY Asset Management LLC | 6,932 | $298K | 0.0% | -14.9% | 0.008% | |
5/7/2024 | Stonebrook Private Inc. | 39,881 | $1.71M | 0.5% | +10.1% | 0.049% | |
5/7/2024 | BCGM Wealth Management LLC | 41,771 | $1.79M | 0.6% | N/A | 0.051% | |
5/7/2024 | WealthPLAN Partners LLC | 7,290 | $313K | 0.0% | +9.5% | 0.009% | |
5/7/2024 | Shared Vision Wealth Group LLC | 18,622 | $800K | 0.5% | +92.0% | 0.023% | |
5/7/2024 | EQ LLC | 32,186 | $1.38M | 0.9% | N/A | 0.039% | |
5/7/2024 | Stokes Family Office LLC | 130,763 | $5.62M | 0.7% | +15.6% | 0.159% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 1,148,800 | $49.34M | 0.2% | +8.2% | 1.398% | |
5/6/2024 | Advisory Services Network LLC | 153,266 | $6.58M | 0.1% | +13.9% | 0.186% | |
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5/6/2024 | Advisory Alpha LLC | 8,830 | $379K | 0.0% | +47.5% | 0.011% | |
5/4/2024 | Beacon Bridge Wealth Partners LLC | 29,380 | $1.26M | 0.6% | +466.7% | 0.036% | |
5/4/2024 | Csenge Advisory Group | 14,397 | $618K | 0.0% | +37.0% | 0.018% | |
5/3/2024 | Avidian Wealth Solutions LLC | 12,526 | $538K | 0.0% | +17.5% | 0.015% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 89,603 | $3.85M | 0.5% | -18.6% | 0.109% | |
5/3/2024 | BCU Wealth Advisors LLC | 5,472 | $235K | 0.2% | N/A | 0.007% | |
5/3/2024 | Liberty Wealth Management LLC | 53,312 | $2.29M | 0.4% | +20.6% | 0.065% | |
5/3/2024 | Integrity Financial Corp WA | 1,963 | $84K | 0.1% | -63.9% | 0.002% | |
5/2/2024 | Adapt Wealth Advisors LLC | 68,487 | $2.94M | 2.1% | N/A | 0.083% | |
5/2/2024 | Lincoln National Corp | 142,902 | $6.14M | 0.1% | +2.3% | 0.174% | |