4/18/2024 | Cobblestone Asset Management LLC | 168,869 | $8.93M | 6.1% | +1.7% | 0.212% | |
4/18/2024 | Fifth Third Securities Inc. | 45,746 | $2.42M | 0.2% | -1.7% | 0.058% | |
4/18/2024 | MorganRosel Wealth Management LLC | 106,677 | $5.64M | 2.0% | -4.4% | 0.134% | |
4/18/2024 | Breakwater Capital Group | 245,925 | $13.00M | 3.3% | +8.5% | 0.309% | |
4/18/2024 | WJ Wealth Management LLC | 28,244 | $1.49M | 0.6% | -71.6% | 0.036% | |
4/17/2024 | Founders Financial Securities LLC | 24,876 | $1.32M | 0.1% | +34.9% | 0.031% | |
|
4/17/2024 | Private Ocean LLC | 17,059 | $902K | 0.1% | -16.6% | 0.021% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 835,491 | $44.17M | 2.4% | +1.2% | 1.050% | |
4/16/2024 | Kathmere Capital Management LLC | 59,625 | $3.15M | 0.4% | -0.4% | 0.075% | |
4/16/2024 | Enzi Wealth | 126,774 | $6.39M | 3.0% | -6.0% | 0.159% | |
4/16/2024 | Tsfg LLC | 89,995 | $4.76M | 1.2% | +1,189.7% | 0.113% | |
4/15/2024 | GoalVest Advisory LLC | 226,306 | $11.97M | 4.0% | +9.1% | 0.284% | |
4/15/2024 | Future Financial Wealth Managment LLC | 33,021 | $1.75M | 1.3% | +1.8% | 0.042% | |
4/13/2024 | Retirement Planning Group LLC | 40,987 | $2.17M | 0.2% | -3.1% | 0.052% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 113,049 | $5.98M | 0.2% | +14.2% | 0.142% | |
4/12/2024 | Annex Advisory Services LLC | 4,205,639 | $222.35M | 7.9% | +148.8% | 5.287% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 13,826 | $731K | 0.2% | +6.7% | 0.017% | |
4/12/2024 | Global Assets Advisory LLC | 103,865 | $5.49M | 0.0% | N/A | 0.131% | |
4/11/2024 | Security Financial Services INC. | 7,242 | $383K | 0.1% | -10.5% | 0.009% | |
4/11/2024 | Cooper Financial Group | 11,230 | $594K | 0.1% | N/A | 0.014% | |
4/11/2024 | Salem Investment Counselors Inc. | 9,889 | $523K | 0.0% | +37.0% | 0.012% | |
4/11/2024 | Integrated Capital Management Inc. | 90,163 | $4.77M | 3.9% | -13.6% | 0.113% | |
4/11/2024 | Clarus Wealth Advisors | 54,353 | $2.81M | 1.6% | N/A | 0.068% | |
4/11/2024 | RFG Advisory LLC | 18,037 | $954K | 0.0% | +261.9% | 0.023% | |
4/10/2024 | Daymark Wealth Partners LLC | 243,745 | $12.89M | 0.5% | +32.7% | 0.306% | |
4/10/2024 | Park Avenue Securities LLC | 252,044 | $13.33M | 0.2% | -10.8% | 0.317% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 35,020 | $1.85M | 0.1% | -8.6% | 0.084% | |
4/8/2024 | RVW Wealth LLC | 744,640 | $39.37M | 4.0% | +2.3% | 1.779% | |
4/5/2024 | Prism Advisors Inc. | 224,535 | $11.87M | 3.6% | -6.9% | 0.537% | |
4/5/2024 | NBC Securities Inc. | 5,253 | $277K | 0.0% | +12.3% | 0.013% | |
4/2/2024 | ST Germain D J Co. Inc. | 2,412,066 | $127.53M | 6.2% | +4.7% | 5.764% | |
3/22/2024 | PNC Financial Services Group Inc. | 9,715 | $465K | 0.0% | -14.0% | 0.023% | |
3/8/2024 | ICA Group Wealth Management LLC | 15,374 | $736K | 0.2% | N/A | 0.037% | |
2/29/2024 | Scarborough Advisors LLC | 179,863 | $8.61M | 1.8% | -1.7% | 0.430% | |
2/26/2024 | Integrated Advisors Network LLC | 11,918 | $570K | 0.0% | +16.5% | 0.028% | |
2/22/2024 | Scarborough Advisors LLC | 2,226,572 | $106.56M | 4.8% | +1,116.4% | 5.320% | |
2/20/2024 | Able Wealth Management LLC | 62,958 | $3.01M | 2.7% | N/A | 0.150% | |
2/15/2024 | Townsquare Capital LLC | 1,163,390 | $55.68M | 1.0% | +10.7% | 2.780% | |
2/15/2024 | Baker Avenue Asset Management LP | 483,796 | $23.15M | 1.0% | +1.6% | 1.156% | |
2/15/2024 | Nwam LLC | 17,044 | $816K | 0.1% | +52.7% | 0.041% | |
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2/15/2024 | Financial Network Wealth Advisors LLC | 18,096 | $866K | 0.9% | N/A | 0.043% | |
2/15/2024 | Comerica Bank | 397,311 | $19.02M | 0.1% | +658.8% | 0.949% | |
2/14/2024 | Royal Bank of Canada | 831,254 | $39.78M | 0.0% | +715.4% | 1.986% | |
2/14/2024 | Midland Wealth Advisors LLC | 2,007,615 | $96.08M | 6.6% | N/A | 4.797% | |
2/14/2024 | Lavaca Capital LLC | 4,185 | $200K | 0.1% | -10.3% | 0.010% | |
2/14/2024 | Kestra Advisory Services LLC | 75,122 | $3.60M | 0.0% | +16.5% | 0.180% | |
2/14/2024 | Enzi Wealth | 134,852 | $6.77M | 3.3% | +10.5% | 0.322% | |
2/13/2024 | Envestnet Asset Management Inc. | 654,388 | $31.32M | 0.0% | +15.4% | 1.564% | |
2/13/2024 | Cetera Advisor Networks LLC | 31,031 | $1.49M | 0.0% | +96.3% | 0.074% | |
2/13/2024 | Annex Advisory Services LLC | 1,690,182 | $80.89M | 3.4% | N/A | 4.039% | |
2/13/2024 | Tower Research Capital LLC TRC | 6,190 | $296K | 0.0% | +545.5% | 0.015% | |
2/12/2024 | Bank of Nova Scotia | 29,300 | $1.40M | 0.0% | +17.7% | 0.070% | |
2/12/2024 | TD Capital Management LLC | 12,421 | $594K | 0.1% | +31.2% | 0.030% | |
2/12/2024 | Focus Financial Network Inc. ADV | 41,912 | $2.01M | 0.1% | N/A | 0.100% | |
2/12/2024 | Stifel Financial Corp | 300,386 | $14.38M | 0.0% | +1,527.1% | 0.718% | |
2/12/2024 | 3Chopt Investment Partners LLC | 15,784 | $756K | 0.3% | N/A | 0.038% | |
2/12/2024 | Parallel Advisors LLC | 4,492 | $215K | 0.0% | -20.2% | 0.011% | |
2/9/2024 | Advisory Services Network LLC | 5,230 | $250K | 0.0% | N/A | 0.012% | |
2/9/2024 | US Bancorp DE | 1,012 | $48K | 0.0% | N/A | 0.002% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 102,160 | $4.89M | 0.0% | -18.0% | 0.244% | |
2/9/2024 | Keystone Financial Group | 234,327 | $11.22M | 1.9% | +13.1% | 0.560% | |
2/9/2024 | CreativeOne Wealth LLC | 33,662 | $1.61M | 0.1% | -18.7% | 0.080% | |
2/9/2024 | Corient Private Wealth LLC | 8,740 | $418K | 0.0% | N/A | 0.021% | |
2/9/2024 | D.A. Davidson & CO. | 15,220 | $728K | 0.0% | +204.4% | 0.036% | |
2/9/2024 | Saratoga Research & Investment Management | 757,534 | $36.26M | 1.7% | +14,600.8% | 1.810% | |
2/9/2024 | Wells Fargo & Company MN | 135,387 | $6.48M | 0.0% | +57,757.7% | 0.324% | |
2/9/2024 | Thoroughbred Financial Services LLC | 36,570 | $1.75M | 0.1% | +18.3% | 0.087% | |
2/9/2024 | PNC Financial Services Group Inc. | 9,715 | $465K | 0.0% | -14.0% | 0.023% | |
2/8/2024 | Royal Harbor Partners LLC | 136,490 | $6.53M | 3.0% | +12.3% | 0.326% | |
2/8/2024 | Kingsview Wealth Management LLC | 27,601 | $1.32M | 0.0% | +47.0% | 0.066% | |
2/8/2024 | Apexium Financial LP | 18,500 | $885K | 0.1% | -1.8% | 0.044% | |
2/8/2024 | Savvy Advisors Inc. | 41,649 | $1.99M | 1.9% | N/A | 0.100% | |
2/8/2024 | Three Bridge Wealth Advisors LLC | 127,160 | $6.09M | 2.1% | N/A | 0.304% | |
2/8/2024 | Janney Montgomery Scott LLC | 552,654 | $26.45M | 0.1% | +14.6% | 1.321% | |
2/7/2024 | Avantax Advisory Services Inc. | 47,311 | $2.26M | 0.0% | +14.1% | 0.113% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 5,578,095 | $266.97M | 1.1% | -24.6% | 13.329% | |
2/7/2024 | One Capital Management LLC | 839,643 | $40.19M | 1.6% | +8.5% | 2.006% | |
2/7/2024 | NBC Securities Inc. | 4,678 | $223K | 0.0% | +22.0% | 0.011% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 89,243 | $4.27M | 2.3% | +6.0% | 0.213% | |
2/7/2024 | Econ Financial Services Corp | 63,416 | $3.04M | 2.1% | +2.9% | 0.152% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 8,650 | $414K | 0.0% | +51.2% | 0.021% | |
2/7/2024 | Roof Eidam Maycock Peralta LLC | 499,353 | $23.90M | 7.2% | +1.5% | 1.193% | |
2/7/2024 | Delos Wealth Advisors LLC | 29,318 | $1.40M | 2.0% | -3.0% | 0.070% | |
2/7/2024 | Wealthspire Advisors LLC | 33,708 | $1.61M | 0.0% | N/A | 0.081% | |
2/6/2024 | EdgeRock Capital LLC | 2,840 | $142K | 0.1% | N/A | 0.007% | |
2/6/2024 | N.E.W. Advisory Services LLC | 34,632 | $1.66M | 0.2% | N/A | 0.083% | |
2/6/2024 | Apollon Wealth Management LLC | 25,555 | $1.22M | 0.0% | +2.7% | 0.061% | |
2/6/2024 | Private Advisor Group LLC | 31,485 | $1.51M | 0.0% | +25.6% | 0.075% | |
2/6/2024 | Spire Wealth Management | 18,122 | $890K | 0.0% | +2.0% | 0.043% | |
2/6/2024 | Gallacher Capital Management LLC | 65,741 | $3.15M | 1.8% | -1.8% | 0.157% | |
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2/6/2024 | Avidian Wealth Solutions LLC | 574,685 | $27.50M | 1.7% | +48.9% | 1.373% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 309,115 | $14.79M | 0.7% | +9.7% | 0.739% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 56,872 | $2.72M | 0.1% | +113.5% | 0.136% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 59,531 | $2.85M | 0.1% | +36.1% | 0.142% | |
2/6/2024 | SouthState Corp | 852 | $41K | 0.0% | N/A | 0.002% | |
2/6/2024 | Westover Capital Advisors LLC | 4,607 | $220K | 0.1% | N/A | 0.011% | |
2/6/2024 | Intelligence Driven Advisers LLC | 117,579 | $5.78M | 0.9% | -40.7% | 0.281% | |
2/6/2024 | Commonwealth Equity Services LLC | 784,537 | $37.55M | 0.1% | +57.5% | 1.875% | |
2/6/2024 | First Horizon Advisors Inc. | 307,500 | $14.72M | 0.5% | +5.1% | 0.735% | |
2/6/2024 | Concord Wealth Partners | 189,888 | $9.09M | 1.8% | -21.5% | 0.454% | |