4/23/2024 | Raymond James Financial Services Advisors Inc. | 230,993 | $23.45M | 0.0% | +3.7% | 0.883% | |
4/22/2024 | Raymond James & Associates | 138,143 | $14.02M | 0.0% | -5.7% | 0.528% | |
4/19/2024 | Accel Wealth Management | 4,201 | $426K | 0.2% | +27.3% | 0.016% | |
4/19/2024 | Wiser Wealth Management Inc | 116,161 | $11.79M | 3.9% | +5.9% | 0.444% | |
4/18/2024 | Verum Partners LLC | 25,288 | $2.57M | 0.9% | -5.8% | 0.097% | |
4/18/2024 | Stordahl Capital Management Inc. | 9,401 | $954K | 0.2% | -11.0% | 0.036% | |
|
4/18/2024 | Breakwater Capital Group | 11,875 | $1.21M | 0.3% | -6.4% | 0.045% | |
4/16/2024 | Trust Co. of Virginia VA | 145,787 | $14.80M | 1.4% | N/A | 0.558% | |
4/16/2024 | Fidelity D & D Bancorp Inc. | 22,367 | $2.27M | 1.7% | +19.8% | 0.086% | |
4/16/2024 | Capital Asset Advisory Services LLC | 14,508 | $1.43M | 0.1% | +4.1% | 0.055% | |
4/15/2024 | Orgel Wealth Management LLC | 1,866,451 | $189.45M | 5.2% | -2.5% | 7.137% | |
4/15/2024 | Eagle Wealth Strategies LLC | 6,302 | $633K | 0.5% | -95.9% | 0.024% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 32,354 | $3.28M | 0.1% | -5.5% | 0.137% | |
4/12/2024 | Flower City Capital | 33,457 | $3.40M | 2.3% | +13.3% | 0.141% | |
4/12/2024 | AdvisorNet Financial Inc | 41,985 | $4.26M | 0.4% | +17.6% | 0.178% | |
4/11/2024 | Sebold Capital Management Inc. | 61,228 | $6.22M | 4.2% | +1.5% | 0.259% | |
4/11/2024 | 17 Capital Partners LLC | 3,142 | $319K | 0.2% | N/A | 0.013% | |
4/10/2024 | BCS Wealth Management | 6,655 | $675K | 0.2% | +157.8% | 0.028% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,803 | $179K | 0.0% | -20.4% | 0.008% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 5,129 | $509K | 0.0% | -3.5% | 0.022% | |
2/26/2024 | Centaurus Financial Inc. | 1,759 | $174K | 0.0% | +10.1% | 0.007% | |
2/22/2024 | Napa Wealth Management | 2,399 | $238K | 0.1% | N/A | 0.010% | |
2/21/2024 | WNY Asset Management LLC | 15,615 | $1.55M | 0.3% | -1.4% | 0.066% | |
2/21/2024 | American Trust | 2,361 | $234K | 0.0% | N/A | 0.010% | |
2/20/2024 | Sunpointe LLC | 3,698 | $367K | 0.5% | N/A | 0.016% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 14,676 | $1.46M | 0.2% | +1.5% | 0.062% | |
2/13/2024 | Cetera Advisor Networks LLC | 214,433 | $21.27M | 0.1% | +16.4% | 0.907% | |
2/13/2024 | 360 Financial Inc. | 3,272 | $325K | 0.1% | +7.8% | 0.014% | |
2/13/2024 | Edge Capital Group LLC | 4,195 | $416K | 0.0% | N/A | 0.018% | |
2/13/2024 | Wellspring Financial Advisors LLC | 6,014 | $596K | 0.0% | N/A | 0.025% | |
2/13/2024 | Anson Capital Inc. | 12,489 | $1.24M | 2.0% | +11.1% | 0.053% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 141,952 | $14.08M | 2.2% | +3.6% | 0.600% | |
2/12/2024 | Clear Rock Advisors LLC | 36,758 | $3.57M | 1.6% | N/A | 0.155% | |
2/12/2024 | Focus Financial Network Inc. ADV | 9,756 | $968K | 0.0% | N/A | 0.041% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 11,484 | $1.14M | 0.0% | +3.6% | 0.049% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 3,540 | $351K | 0.0% | N/A | 0.015% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 80,406 | $7.98M | 0.0% | +43.5% | 0.340% | |
2/9/2024 | Frazier Financial Advisors LLC | 1,234 | $122K | 0.1% | N/A | 0.005% | |
2/9/2024 | Corient Private Wealth LLC | 61,281 | $6.08M | 0.0% | -2.3% | 0.259% | |
2/9/2024 | D.A. Davidson & CO. | 24,940 | $2.47M | 0.0% | +2.7% | 0.105% | |
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2/9/2024 | Wells Fargo & Company MN | 336,491 | $33.38M | 0.0% | +3.7% | 1.423% | |
2/9/2024 | UBS Group AG | 266,327 | $26.42M | 0.0% | +37.0% | 1.126% | |
2/8/2024 | Brown Advisory Inc. | 4,982 | $494K | 0.0% | -12.5% | 0.021% | |
2/8/2024 | Clarity Capital Advisors LLC | 4,094 | $406K | 0.4% | N/A | 0.017% | |
2/8/2024 | Beacon Pointe Advisors LLC | 2,198 | $218K | 0.0% | -23.1% | 0.009% | |
2/8/2024 | Quadrant Capital Group LLC | 471 | $47K | 0.0% | N/A | 0.002% | |
2/8/2024 | Foundations Investment Advisors LLC | 6,649 | $639K | 0.0% | +61.7% | 0.028% | |
2/8/2024 | Janney Montgomery Scott LLC | 52,642 | $5.22M | 0.0% | +12.9% | 0.223% | |
2/8/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 174,800 | $17.34M | 9.5% | +372.4% | 0.739% | |
2/8/2024 | Pacific Sun Financial Corp | 7,312 | $725K | 0.5% | -1.7% | 0.031% | |
2/8/2024 | Advisor OS LLC | 6,394 | $634K | 0.1% | +4.0% | 0.027% | |
2/7/2024 | Avantax Advisory Services Inc. | 6,191 | $614K | 0.0% | -18.4% | 0.026% | |
2/7/2024 | EQ LLC | 26,804 | $2.66M | 2.0% | N/A | 0.113% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 9,408 | $933K | 0.0% | +6.0% | 0.040% | |
2/7/2024 | Watershed Private Wealth LLC | 2,017 | $200K | 0.1% | -41.2% | 0.009% | |
2/7/2024 | Lebenthal Global Advisors LLC | 32,626 | $3.24M | 0.8% | +54.6% | 0.138% | |
2/7/2024 | Principal Securities Inc. | 1,107 | $110K | 0.0% | N/A | 0.005% | |
2/6/2024 | Moss Adams Wealth Advisors LLC | 19,825 | $1.97M | 0.4% | +10.3% | 0.084% | |
2/6/2024 | Sovereign Financial Group Inc. | 5,256 | $521K | 0.2% | +3.1% | 0.022% | |
2/6/2024 | Palisade Asset Management LLC | 3,749 | $372K | 0.0% | N/A | 0.016% | |
2/6/2024 | PACK Private Wealth LLC | 6,129 | $608K | 0.4% | +62.4% | 0.026% | |
2/6/2024 | Private Advisor Group LLC | 43,640 | $4.33M | 0.0% | +3.5% | 0.185% | |
2/6/2024 | Spire Wealth Management | 15,333 | $1.46M | 0.1% | -20.3% | 0.065% | |
2/6/2024 | Axxcess Wealth Management LLC | 13,930 | $1.38M | 0.0% | +7.4% | 0.059% | |
2/6/2024 | Merit Financial Group LLC | 4,272 | $424K | 0.0% | +40.3% | 0.018% | |
2/6/2024 | Commonwealth Equity Services LLC | 307,417 | $30.49M | 0.1% | +1.0% | 1.300% | |
2/6/2024 | First Horizon Advisors Inc. | 1,262 | $125K | 0.0% | N/A | 0.005% | |
2/6/2024 | Great Valley Advisor Group Inc. | 10,411 | $1.03M | 0.0% | N/A | 0.044% | |
2/5/2024 | One Day In July LLC | 293,836 | $29.15M | 4.4% | +0.8% | 1.242% | |
2/5/2024 | Mach 1 Financial Group LLC | 3,511 | $348K | 0.1% | +5.1% | 0.015% | |
2/5/2024 | Savant Capital LLC | 247,257 | $24.53M | 0.3% | -4.5% | 1.045% | |
2/5/2024 | Certuity LLC | 32,970 | $3.27M | 0.3% | +11.4% | 0.139% | |
2/5/2024 | Eagle Wealth Strategies LLC | 154,587 | $15.33M | 9.2% | N/A | 0.654% | |
2/5/2024 | Financial Advisors LLC | 3,120 | $309K | 0.1% | -33.5% | 0.013% | |
2/2/2024 | Valmark Advisers Inc. | 16,782 | $1.67M | 0.0% | +128.3% | 0.071% | |
2/2/2024 | Silver Oak Advisory Group Inc. | 14,078 | $1.40M | 0.8% | +8.4% | 0.060% | |
2/2/2024 | Atria Wealth Solutions Inc. | 7,974 | $791K | 0.0% | -8.9% | 0.034% | |
2/1/2024 | Financial Perspectives Inc | 286 | $28K | 0.0% | N/A | 0.001% | |
2/1/2024 | Roble Belko & Company Inc | 773 | $77K | 0.0% | -47.3% | 0.003% | |
2/1/2024 | Larson Financial Group LLC | 1,739 | $172K | 0.0% | +99.9% | 0.007% | |
2/1/2024 | 1900 Wealth Management LLC | 21,527 | $2.14M | 0.2% | -2.0% | 0.091% | |
2/1/2024 | OLD National Bancorp IN | 113,315 | $11.24M | 0.3% | +8.7% | 0.479% | |
2/1/2024 | Sigma Planning Corp | 2,308 | $229K | 0.0% | -64.1% | 0.010% | |
2/1/2024 | Kathleen S. Wright Associates Inc. | 16,534 | $1.64M | 0.8% | -10.4% | 0.070% | |
1/31/2024 | Greenleaf Trust | 11,997 | $1.19M | 0.0% | +35.5% | 0.051% | |
1/30/2024 | Macroview Investment Management LLC | 10,863 | $1.08M | 1.3% | -5.7% | 0.046% | |
1/30/2024 | Imprint Wealth LLC | 4,619 | $448K | 0.4% | N/A | 0.020% | |
1/30/2024 | Sierra Capital LLC | 40,890 | $4.06M | 0.6% | +10.2% | 0.173% | |
1/29/2024 | Koshinski Asset Management Inc. | 13,946 | $1.38M | 0.2% | +72.1% | 0.059% | |
1/29/2024 | Baystate Wealth Management LLC | 372,808 | $36.98M | 2.7% | +3.2% | 1.576% | |
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1/29/2024 | Valeo Financial Advisors LLC | 2,616 | $259K | 0.0% | -64.6% | 0.011% | |
1/26/2024 | Cerity Partners LLC | 430,477 | $42.70M | 0.1% | +5,870.6% | 1.820% | |
1/26/2024 | Executive Wealth Management LLC | 4,445 | $441K | 0.0% | +9.9% | 0.019% | |
1/26/2024 | Soltis Investment Advisors LLC | 15,529 | $1.54M | 0.2% | +11.9% | 0.066% | |
1/26/2024 | Bridgeworth LLC | 70,227 | $6.97M | 0.7% | -3.8% | 0.297% | |
1/25/2024 | HBK Sorce Advisory LLC | 5,159 | $512K | 0.0% | -6.5% | 0.022% | |
1/25/2024 | International Assets Investment Management LLC | 70,425 | $6.99M | 0.0% | N/A | 0.298% | |
1/25/2024 | Phillips Financial Management LLC | 51,967 | $5.16M | 0.4% | -4.3% | 0.220% | |
1/24/2024 | Stratos Wealth Partners LTD. | 4,186 | $415K | 0.0% | -6.1% | 0.018% | |
1/24/2024 | Allworth Financial LP | 9,727 | $965K | 0.0% | +1,115.9% | 0.041% | |