4/19/2024 | PCG Wealth Advisors LLC | 875 | $203K | 0.1% | -10.8% | 0.014% | |
4/16/2024 | Arkansas Financial Group Inc. | 5,196 | $1.21M | 0.2% | -4.6% | 0.071% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 892 | $207K | 0.0% | N/A | 0.012% | |
4/15/2024 | Hobart Private Capital LLC | 44,652 | $10.36M | 3.2% | +0.3% | 0.610% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 1,550 | $360K | 0.0% | N/A | 0.021% | |
4/12/2024 | Global Assets Advisory LLC | 1,150,069 | $266.93M | 0.9% | N/A | 15.711% | |
|
4/12/2024 | Game Plan Financial Advisors LLC | 1,000 | $232K | 0.1% | -6.5% | 0.014% | |
4/10/2024 | Bank of New Hampshire | 8,789 | $2.04M | 0.5% | +3.9% | 0.120% | |
4/5/2024 | Capital Market Strategies LLC | 1,205 | $280K | 0.2% | +4.3% | 0.016% | |
3/22/2024 | PNC Financial Services Group Inc. | 69,561 | $15.64M | 0.0% | +3.3% | 0.950% | |
3/19/2024 | M3 Advisory Group LLC | 1,562 | $351K | 0.4% | N/A | 0.021% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 2,354 | $529K | 0.0% | -16.3% | 0.032% | |
3/8/2024 | ICA Group Wealth Management LLC | 125 | $28K | 0.0% | N/A | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 50,246 | $11.30M | 0.0% | -44.2% | 0.686% | |
3/1/2024 | Pineridge Advisors LLC | 291 | $65K | 0.0% | N/A | 0.004% | |
2/26/2024 | Centaurus Financial Inc. | 8,795 | $1.98M | 0.2% | +354.1% | 0.120% | |
2/16/2024 | Harbour Investments Inc. | 2,516 | $566K | 0.0% | +338.3% | 0.034% | |
2/15/2024 | GTS Securities LLC | 2,523 | $567K | 0.0% | +67.6% | 0.034% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 2,018 | $454K | 0.0% | -2.9% | 0.028% | |
2/15/2024 | Baird Financial Group Inc. | 26,112 | $5.87M | 0.0% | +27.4% | 0.357% | |
2/15/2024 | Citadel Advisors LLC | 7,045 | $1.58M | 0.0% | +184.1% | 0.096% | |
2/15/2024 | Comerica Bank | 219 | $49K | 0.0% | -18.9% | 0.003% | |
2/14/2024 | Royal Bank of Canada | 30,835 | $6.93M | 0.0% | +49.6% | 0.421% | |
2/14/2024 | Kestra Advisory Services LLC | 21,250 | $4.78M | 0.0% | -5.1% | 0.290% | |
2/14/2024 | Creative Planning | 3,526 | $793K | 0.0% | +6.0% | 0.048% | |
2/14/2024 | Regal Investment Advisors LLC | 2,389 | $537K | 0.0% | +2.5% | 0.033% | |
2/13/2024 | Envestnet Asset Management Inc. | 137,475 | $30.90M | 0.0% | +20.8% | 1.878% | |
2/13/2024 | Stephens Inc. AR | 2,608 | $586K | 0.0% | +23.1% | 0.036% | |
2/13/2024 | Northern Trust Corp | 995 | $224K | 0.0% | -10.0% | 0.014% | |
2/13/2024 | Cetera Advisor Networks LLC | 19,264 | $4.33M | 0.0% | -82.2% | 0.263% | |
2/13/2024 | Tower Research Capital LLC TRC | 7,708 | $1.73M | 0.0% | +2,469.3% | 0.105% | |
2/13/2024 | Goldman Sachs Group Inc. | 50,246 | $11.30M | 0.0% | -44.2% | 0.686% | |
2/13/2024 | Intrepid Financial Planning Group LLC | 14,386 | $3.23M | 1.5% | -0.4% | 0.197% | |
2/12/2024 | Atlas Financial Advisors Inc. | 1,073 | $241K | 0.4% | -49.6% | 0.015% | |
2/12/2024 | Tradition Wealth Management LLC | 657 | $148K | 0.0% | -7.7% | 0.009% | |
2/12/2024 | Adams Wealth Management | 46,367 | $10.42M | 3.1% | -0.9% | 0.633% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,679 | $1.05M | 0.0% | N/A | 0.064% | |
2/12/2024 | Stifel Financial Corp | 20,931 | $4.71M | 0.0% | -5.5% | 0.286% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 757 | $170K | 0.0% | -7.0% | 0.010% | |
2/9/2024 | ProVise Management Group LLC | 921 | $207K | 0.0% | N/A | 0.013% | |
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2/9/2024 | US Bancorp DE | 1,460 | $328K | 0.0% | -4.4% | 0.020% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 27,270 | $6.13M | 0.0% | -14.9% | 0.373% | |
2/9/2024 | WBI Investments LLC | 1,715 | $385K | 0.1% | +25.0% | 0.023% | |
2/9/2024 | Franklin Resources Inc. | 693 | $156K | 0.0% | N/A | 0.009% | |
2/9/2024 | Wells Fargo & Company MN | 112,546 | $25.30M | 0.0% | -24.1% | 1.538% | |
2/9/2024 | UBS Group AG | 53,959 | $12.13M | 0.0% | -10.6% | 0.737% | |
2/9/2024 | PNC Financial Services Group Inc. | 69,561 | $15.64M | 0.0% | +3.3% | 0.950% | |
2/8/2024 | Financial Advocates Investment Management | 2,409 | $542K | 0.0% | -71.6% | 0.033% | |
2/8/2024 | Kingsview Wealth Management LLC | 11,005 | $2.47M | 0.1% | +23.2% | 0.150% | |
2/8/2024 | Foundations Investment Advisors LLC | 5,564 | $1.17M | 0.0% | -36.7% | 0.076% | |
2/8/2024 | Janney Montgomery Scott LLC | 15,812 | $3.55M | 0.0% | +5.2% | 0.216% | |
2/8/2024 | Psagot Value Holdings Ltd. Israel | 2,897 | $661K | 0.3% | +54.8% | 0.040% | |
2/7/2024 | Avantax Advisory Services Inc. | 2,735 | $615K | 0.0% | +63.9% | 0.037% | |
2/7/2024 | Theory Financial LLC | 18,257 | $4.10M | 2.2% | +3.0% | 0.249% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 28,480 | $6.40M | 0.5% | -1.7% | 0.389% | |
2/7/2024 | Bogart Wealth LLC | 7,663 | $1.72M | 0.1% | +13.9% | 0.105% | |
2/6/2024 | Apollon Wealth Management LLC | 4,941 | $1.11M | 0.0% | +20.0% | 0.068% | |
2/6/2024 | Private Advisor Group LLC | 2,121 | $477K | 0.0% | -14.5% | 0.029% | |
2/6/2024 | Leuthold Group LLC | 6,548 | $1.47M | 0.2% | +17.0% | 0.089% | |
2/6/2024 | Spire Wealth Management | 849 | $188K | 0.0% | +32.7% | 0.012% | |
2/6/2024 | National Bank of Canada FI | 4,257 | $929K | 0.0% | -2.5% | 0.058% | |
2/6/2024 | Smart Money Group LLC | 12,430 | $2.79M | 1.2% | -8.2% | 0.170% | |
2/6/2024 | Concentrum Wealth Management | 1,004 | $226K | 0.0% | N/A | 0.014% | |
2/6/2024 | Great Valley Advisor Group Inc. | 5,745 | $1.29M | 0.0% | -9.7% | 0.078% | |
2/5/2024 | Stonebridge Financial Planning Group LLC | 1,950 | $438K | 0.3% | +3.4% | 0.027% | |
2/5/2024 | Harbor Advisory Corp MA | 7,943 | $1.79M | 0.6% | -6.6% | 0.109% | |
2/2/2024 | Truist Financial Corp | 20,223 | $4.55M | 0.0% | -0.5% | 0.276% | |
2/2/2024 | VCI Wealth Management LLC | 4,207 | $946K | 0.6% | N/A | 0.057% | |
2/2/2024 | Bank of New Hampshire | 8,458 | $1.90M | 0.5% | +6.3% | 0.116% | |
2/2/2024 | Atria Wealth Solutions Inc. | 20,785 | $4.67M | 0.1% | -2.5% | 0.284% | |
2/1/2024 | CWM LLC | 4,232 | $951K | 0.0% | -3.2% | 0.058% | |
2/1/2024 | Vicus Capital | 893 | $201K | 0.0% | -93.3% | 0.012% | |
2/1/2024 | Signaturefd LLC | 244 | $55K | 0.0% | +159.6% | 0.003% | |
2/1/2024 | Annapolis Financial Services LLC | 1,332 | $299K | 0.1% | +107.5% | 0.018% | |
1/31/2024 | Western Wealth Management LLC | 1,279 | $287K | 0.0% | +4.2% | 0.017% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 1,220 | $278K | 0.0% | -11.7% | 0.017% | |
1/30/2024 | SFI Advisors LLC | 18,784 | $4.22M | 3.6% | -0.9% | 0.257% | |
1/30/2024 | PCG Wealth Advisors LLC | 981 | $220K | 0.1% | N/A | 0.013% | |
1/29/2024 | Perigon Wealth Management LLC | 966 | $217K | 0.0% | N/A | 0.013% | |
1/29/2024 | Round Rock Advisors LLC | 4,842 | $1.09M | 0.3% | -3.9% | 0.066% | |
1/26/2024 | Sandy Spring Bank | 868 | $195K | 0.0% | -18.3% | 0.012% | |
1/26/2024 | Jmac Enterprises LLC | 14,853 | $3.34M | 0.7% | +0.9% | 0.203% | |
1/25/2024 | International Assets Investment Management LLC | 1,718 | $386K | 0.0% | N/A | 0.023% | |
1/24/2024 | Stratos Wealth Partners LTD. | 1,088 | $245K | 0.0% | -21.1% | 0.015% | |
1/24/2024 | Financial Freedom LLC | 4,673 | $1.05M | 0.7% | -5.3% | 0.064% | |
1/24/2024 | Allworth Financial LP | 8,576 | $1.93M | 0.0% | -0.8% | 0.117% | |
1/24/2024 | International Assets Investment Management LLC | 386,092 | $86.79M | 0.0% | N/A | 5.274% | |
1/24/2024 | Chevy Chase Trust Holdings LLC | 1,095 | $246K | 0.0% | N/A | 0.015% | |
1/23/2024 | Beacon Financial Advisory LLC | 3,562 | $801K | 0.4% | +4.0% | 0.049% | |
1/23/2024 | Welch Group LLC | 2,000 | $450K | 0.0% | N/A | 0.027% | |
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1/22/2024 | Secure Asset Management LLC | 1,327 | $298K | 0.1% | -10.1% | 0.018% | |
1/19/2024 | Sharper & Granite LLC | 4,788 | $1.08M | 0.6% | +2.2% | 0.065% | |
1/18/2024 | Global Retirement Partners LLC | 1,205 | $254K | 0.0% | -8.4% | 0.016% | |
1/18/2024 | Hobart Private Capital LLC | 44,519 | $10.01M | 3.3% | -13.4% | 0.608% | |
1/18/2024 | Grey Fox Wealth Advisors LLC | 893 | $201K | 0.1% | N/A | 0.012% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 18,166 | $4.08M | 0.0% | -7.4% | 0.248% | |
1/16/2024 | Raymond James & Associates | 21,218 | $4.77M | 0.0% | -67.5% | 0.290% | |
1/16/2024 | CoreCap Advisors LLC | 12,424 | $2.79M | 0.2% | +21.5% | 0.170% | |
1/12/2024 | Archford Capital Strategies LLC | 2,174 | $489K | 0.1% | +90.5% | 0.030% | |
1/12/2024 | McGuire Investment Group LLC | 42,056 | $9.45M | 1.6% | +2.1% | 0.575% | |