4/25/2024 | Fielder Capital Group LLC | 120,438 | $2.87M | 1.3% | +93.8% | 0.258% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 258,563 | $6.16M | 0.0% | -28.6% | 0.554% | |
4/23/2024 | Gradient Investments LLC | 178,108 | $4.24M | 0.1% | -4.2% | 0.382% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 96,514 | $2.30M | 0.0% | +1.4% | 0.207% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 27,551 | $656K | 0.2% | -17.3% | 0.059% | |
4/18/2024 | Myecfo LLC | 58,254 | $1.42M | 0.8% | +9.5% | 0.125% | |
|
4/18/2024 | Pettinga Financial Advisors LLC | 142,570 | $3.40M | 0.9% | -0.6% | 0.306% | |
4/16/2024 | 180 Wealth Advisors LLC | 134,424 | $3.20M | 0.6% | +5.8% | 0.288% | |
4/12/2024 | Global Assets Advisory LLC | 14,944 | $356K | 0.0% | N/A | 0.030% | |
4/12/2024 | Systelligence LLC | 366,909 | $8.74M | 2.3% | +2.4% | 0.743% | |
4/11/2024 | &PARTNERS | 26,095 | $621K | 0.1% | N/A | 0.053% | |
4/9/2024 | Mather Group LLC. | 5,974 | $136K | 0.0% | N/A | 0.012% | |
4/1/2024 | Confluence Investment Management LLC | 100,782 | $2.40M | 0.0% | N/A | 0.204% | |
3/14/2024 | Leo Wealth LLC | 51,127 | $1.17M | 0.1% | N/A | 0.103% | |
3/1/2024 | Pineridge Advisors LLC | 3,580 | $82K | 0.0% | N/A | 0.007% | |
2/14/2024 | Security National Bank | 26,141 | $595K | 0.1% | +93.6% | 0.053% | |
2/9/2024 | Advisory Services Network LLC | 19,533 | $445K | 0.0% | -13.8% | 0.040% | |
2/9/2024 | Orion Portfolio Solutions LLC | 19,001 | $420K | 0.0% | -8.6% | 0.038% | |
2/9/2024 | TBH Global Asset Management LLC | 11,455 | $261K | 0.1% | N/A | 0.023% | |
2/9/2024 | US Bancorp DE | 71,875 | $1.64M | 0.0% | -42.1% | 0.145% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 361,903 | $8.24M | 0.0% | -7.3% | 0.733% | |
2/9/2024 | Nemes Rush Group LLC | 6,707 | $153K | 0.0% | -8.1% | 0.014% | |
2/9/2024 | Sachetta LLC | 3,500 | $80K | 0.0% | N/A | 0.007% | |
2/9/2024 | Wells Fargo & Company MN | 501,943 | $11.43M | 0.0% | +15.3% | 1.016% | |
2/9/2024 | UBS Group AG | 342,705 | $7.80M | 0.0% | -13.5% | 0.694% | |
2/8/2024 | AMG National Trust Bank | 290,411 | $6.61M | 0.2% | +10.5% | 0.588% | |
2/8/2024 | WT Wealth Management | 18,303 | $417K | 0.2% | -22.9% | 0.037% | |
2/8/2024 | Kingsview Wealth Management LLC | 9,085 | $207K | 0.0% | -5.9% | 0.018% | |
2/8/2024 | Foundations Investment Advisors LLC | 48,690 | $1.08M | 0.0% | N/A | 0.099% | |
2/7/2024 | Avantax Advisory Services Inc. | 18,537 | $422K | 0.0% | -16.2% | 0.038% | |
2/7/2024 | Principal Securities Inc. | 17,351 | $395K | 0.0% | N/A | 0.035% | |
2/6/2024 | Fielder Capital Group LLC | 62,137 | $1.42M | 0.9% | N/A | 0.126% | |
2/6/2024 | Private Advisor Group LLC | 11,665 | $266K | 0.0% | -39.4% | 0.024% | |
2/6/2024 | Sheets Smith Wealth Management | 21,726 | $495K | 0.1% | +4.8% | 0.044% | |
2/5/2024 | Kestra Private Wealth Services LLC | 10,606 | $241K | 0.0% | N/A | 0.021% | |
2/5/2024 | Choreo LLC | 10,451 | $238K | 0.0% | N/A | 0.021% | |
1/30/2024 | Avior Wealth Management LLC | 83,724 | $1.91M | 0.1% | +1,893.9% | 0.169% | |
1/30/2024 | Vontobel Holding Ltd. | 30,700 | $699K | 0.0% | -4.7% | 0.062% | |
1/25/2024 | International Assets Investment Management LLC | 54,762 | $1.25M | 0.0% | N/A | 0.111% | |
1/25/2024 | 180 Wealth Advisors LLC | 127,025 | $2.88M | 0.6% | +3.1% | 0.257% | |
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1/25/2024 | Capital Management Associates Inc | 201,106 | $4.58M | 4.0% | N/A | 0.407% | |
1/24/2024 | International Assets Investment Management LLC | 54,762 | $1.25M | 0.0% | N/A | 0.111% | |
1/18/2024 | Gradient Investments LLC | 185,999 | $4.24M | 0.1% | -5.8% | 0.377% | |
1/18/2024 | Blue Trust Inc. | 3,429 | $73K | 0.0% | +50.7% | 0.007% | |
1/18/2024 | Pettinga Financial Advisors LLC | 143,420 | $3.27M | 0.9% | +1.6% | 0.290% | |
1/17/2024 | IFG Advisory LLC | 26,300 | $599K | 0.0% | +7.0% | 0.053% | |
1/17/2024 | OmniStar Financial Group Inc. | 200,498 | $4.57M | 5.7% | -1.3% | 0.406% | |
1/16/2024 | Myecfo LLC | 53,185 | $1.21M | 0.8% | +10.5% | 0.108% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 95,179 | $2.17M | 0.0% | +3.5% | 0.193% | |
1/16/2024 | Raymond James & Associates | 20,650 | $470K | 0.0% | -28.1% | 0.042% | |
1/12/2024 | Mutual Advisors LLC | 15,240 | $347K | 0.0% | +3.9% | 0.031% | |
1/12/2024 | Apeiron RIA LLC | 56,331 | $1.28M | 0.4% | +1.9% | 0.114% | |
1/11/2024 | Legacy Wealth Asset Management LLC | 33,331 | $759K | 0.2% | -13.0% | 0.067% | |
1/8/2024 | Systelligence LLC | 358,343 | $8.16M | 2.2% | +1.4% | 0.725% | |
12/4/2023 | WT Wealth Management | 23,730 | $504K | 0.2% | +2.2% | 0.048% | |
12/1/2023 | Fortis Group Advisors LLC | 10,233 | $236K | 0.1% | N/A | 0.021% | |
11/14/2023 | BOS Asset Management LLC | 52,183 | $1.11M | 0.8% | -26.0% | 0.106% | |
11/13/2023 | LPL Financial LLC | 519,377 | $11.04M | 0.0% | +16.0% | 1.051% | |
11/13/2023 | Kestra Advisory Services LLC | 20,993 | $446K | 0.0% | -79.1% | 0.042% | |
11/13/2023 | PNC Financial Services Group Inc. | 7,082 | $151K | 0.0% | +202.6% | 0.014% | |
11/9/2023 | Nemes Rush Group LLC | 7,295 | $155K | 0.0% | N/A | 0.015% | |
11/9/2023 | Betterment LLC | 19,084 | $406K | 0.0% | +7.1% | 0.039% | |
11/9/2023 | UBS Group AG | 396,391 | $8.43M | 0.0% | -5.0% | 0.802% | |
11/8/2023 | HighTower Advisors LLC | 760,392 | $16.16M | 0.0% | -2.2% | 1.539% | |
11/8/2023 | AMG National Trust Bank | 262,894 | $5.59M | 0.2% | +1.2% | 0.532% | |
11/8/2023 | D.A. Davidson & CO. | 23,742 | $505K | 0.0% | N/A | 0.048% | |
11/8/2023 | Atria Wealth Solutions Inc. | 25,261 | $537K | 0.0% | +2.9% | 0.051% | |
11/8/2023 | Avantax Advisory Services Inc. | 22,128 | $470K | 0.0% | -36.8% | 0.045% | |
11/7/2023 | Kingsview Wealth Management LLC | 9,655 | $205K | 0.0% | N/A | 0.020% | |
11/7/2023 | OmniStar Financial Group Inc. | 203,141 | $4.32M | 5.1% | +32.5% | 0.411% | |
11/7/2023 | Acorn Wealth Advisors LLC | 24,188 | $514K | 0.3% | +2.4% | 0.049% | |
11/2/2023 | Cullen Frost Bankers Inc. | 2,230 | $47K | 0.0% | N/A | 0.005% | |
11/1/2023 | Orion Portfolio Solutions LLC | 20,788 | $442K | 0.0% | -11.7% | 0.042% | |
11/1/2023 | 180 Wealth Advisors LLC | 123,255 | $2.62M | 0.6% | +3.2% | 0.250% | |
10/30/2023 | Tradewinds Capital Management LLC | 2,797 | $59K | 0.0% | -99.8% | 0.006% | |
10/27/2023 | Gradient Investments LLC | 197,462 | $4.20M | 0.1% | -4.7% | 0.400% | |
10/26/2023 | Inspire Advisors LLC | 11,038 | $235K | 0.0% | N/A | 0.022% | |
10/26/2023 | Myecfo LLC | 48,125 | $1.02M | 0.7% | -3.1% | 0.097% | |
10/24/2023 | Fundamentum LLC | 10,736 | $228K | 0.0% | N/A | 0.022% | |
10/24/2023 | Stratos Wealth Partners LTD. | 13,250 | $282K | 0.0% | N/A | 0.027% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 91,951 | $1.96M | 0.0% | +8.0% | 0.186% | |
10/24/2023 | Raymond James & Associates | 28,729 | $611K | 0.0% | +5.9% | 0.058% | |
10/24/2023 | Pettinga Financial Advisors LLC | 141,220 | $3.00M | 0.9% | +0.8% | 0.286% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 390,340 | $8.30M | 0.0% | +2.0% | 0.790% | |
10/23/2023 | Vicus Capital | 12,712 | $270K | 0.0% | +3.8% | 0.026% | |
10/23/2023 | Commonwealth Equity Services LLC | 116,451 | $2.48M | 0.0% | -1.9% | 0.236% | |
10/19/2023 | Apeiron RIA LLC | 55,258 | $1.18M | 0.4% | +4.8% | 0.112% | |
10/18/2023 | WASHINGTON TRUST Co | 7,900 | $168K | 0.0% | +37.4% | 0.016% | |
10/17/2023 | Avior Wealth Management LLC | 4,199 | $89K | 0.0% | N/A | 0.009% | |
10/13/2023 | S.A. Mason LLC | 1,155 | $25K | 0.0% | +92.5% | 0.002% | |
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10/11/2023 | Worth Asset Management LLC | 21,623 | $460K | 0.4% | -56.8% | 0.044% | |
10/11/2023 | AE Wealth Management LLC | 26,263 | $558K | 0.0% | +7.0% | 0.053% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 1,666 | $35K | 0.0% | N/A | 0.003% | |
10/10/2023 | Systelligence LLC | 353,306 | $7.51M | 2.1% | -1.5% | 0.715% | |
8/29/2023 | Myecfo LLC | 49,665 | $1.09M | 0.6% | +18.1% | 0.101% | |
8/17/2023 | Vicus Capital | 12,243 | $268K | 0.0% | +11.1% | 0.025% | |
8/15/2023 | BOS Asset Management LLC | 70,483 | $1.54M | 1.2% | -4.1% | 0.143% | |
8/14/2023 | Guidance Capital Inc. | 25,609 | $557K | 0.2% | N/A | 0.052% | |
8/14/2023 | American Trust | 167,379 | $3.66M | 0.3% | N/A | 0.339% | |
8/14/2023 | Eqis Capital Management Inc. | 13,491 | $295K | 0.0% | -9.7% | 0.027% | |