5/24/2024 | Cetera Advisor Networks LLC | 336,961 | $16.26M | 0.1% | -6.8% | 0.403% | |
5/24/2024 | Cetera Advisors LLC | 260,567 | $12.57M | 0.1% | +196.2% | 0.312% | |
5/24/2024 | Cetera Investment Advisers | 800,093 | $38.60M | 0.1% | +114.6% | 0.957% | |
5/21/2024 | Atria Investments Inc | 48,566 | $2.34M | 0.0% | +12.6% | 0.058% | |
5/17/2024 | Beacon Capital Management LLC | 2,962 | $143K | 0.0% | -14.6% | 0.004% | |
5/17/2024 | Comerica Bank | 171,415 | $8.27M | 0.0% | +6.9% | 0.205% | |
|
5/17/2024 | Coppell Advisory Solutions Corp. | 15,226 | $735K | 0.1% | N/A | 0.018% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 22,496 | $1.06M | 0.0% | +23.5% | 0.027% | |
5/16/2024 | Econ Financial Services Corp | 22,195 | $1.07M | 0.7% | N/A | 0.027% | |
5/15/2024 | Manhattan West Asset Management LLC | 134,125 | $6.47M | 1.6% | +15.8% | 0.160% | |
5/14/2024 | Axxcess Wealth Management LLC | 16,070 | $775K | 0.0% | +3.4% | 0.019% | |
5/14/2024 | Northwest Wealth Management LLC | 5,062 | $244K | 0.1% | -29.9% | 0.006% | |
5/14/2024 | InterOcean Capital Group LLC | 7,145 | $345K | 0.0% | N/A | 0.009% | |
5/13/2024 | Ameritas Investment Partners Inc. | 126,532 | $6.11M | 0.2% | +7.4% | 0.151% | |
5/10/2024 | Osaic Holdings Inc. | 697,338 | $33.65M | 0.1% | -31.6% | 0.834% | |
5/9/2024 | Orion Portfolio Solutions LLC | 33,636 | $1.62M | 0.0% | +38.6% | 0.040% | |
5/9/2024 | HBK Sorce Advisory LLC | 6,687 | $323K | 0.0% | -17.5% | 0.008% | |
5/9/2024 | Kingsview Wealth Management LLC | 189,900 | $9.16M | 0.2% | -6.0% | 0.227% | |
5/9/2024 | Condor Capital Management | 282,739 | $13.64M | 1.3% | +21.8% | 0.338% | |
5/9/2024 | TBH Global Asset Management LLC | 152,230 | $7.35M | 1.5% | -15.0% | 0.182% | |
5/9/2024 | Endowment Wealth Management Inc. | 30,533 | $1.47M | 1.1% | +5.3% | 0.037% | |
5/8/2024 | Avantax Advisory Services Inc. | 192,885 | $9.31M | 0.1% | -4.2% | 0.231% | |
5/8/2024 | US Bancorp DE | 8,132 | $392K | 0.0% | -62.0% | 0.010% | |
5/7/2024 | Concurrent Investment Advisors LLC | 622,491 | $30.04M | 1.2% | +21.5% | 0.745% | |
5/7/2024 | PFG Advisors | 7,097 | $342K | 0.0% | -18.2% | 0.008% | |
5/7/2024 | Oppenheimer & Co. Inc. | 43,902 | $2.12M | 0.0% | -44.8% | 0.053% | |
5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 316,106 | $15.25M | 0.9% | -3.2% | 0.378% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 177,567 | $8.57M | 0.0% | -2.7% | 0.212% | |
5/6/2024 | VitalStone Financial LLC | 36,346 | $1.75M | 1.3% | +23.5% | 0.043% | |
5/6/2024 | Advisory Services Network LLC | 64,900 | $3.13M | 0.1% | +46.0% | 0.078% | |
5/4/2024 | Csenge Advisory Group | 685,251 | $33.06M | 1.9% | +7.4% | 0.821% | |
5/3/2024 | TFB Advisors LLC | 12,377 | $590K | 0.2% | +119.0% | 0.015% | |
5/3/2024 | Larson Financial Group LLC | 2,491 | $120K | 0.0% | -48.1% | 0.003% | |
5/3/2024 | MRA Advisory Group | 14,950 | $721K | 0.4% | +42.7% | 0.018% | |
5/3/2024 | Central Pacific Bank Trust Division | 58,505 | $2.81M | 0.3% | N/A | 0.070% | |
5/2/2024 | FinTrust Capital Advisors LLC | 2,015 | $97K | 0.0% | -12.6% | 0.002% | |
5/2/2024 | Moloney Securities Asset Management LLC | 4,853 | $234K | 0.0% | N/A | 0.006% | |
5/2/2024 | Palisade Asset Management LLC | 518 | $25K | 0.0% | N/A | 0.001% | |
5/1/2024 | Tanager Wealth Management LLP | 8,892 | $429K | 0.1% | -5.6% | 0.011% | |
5/1/2024 | StoneX Group Inc. | 44,773 | $2.16M | 0.2% | -10.7% | 0.054% | |
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5/1/2024 | Janney Montgomery Scott LLC | 265,375 | $12.80M | 0.0% | +14.5% | 0.318% | |
5/1/2024 | BNP Paribas Financial Markets | 9,285 | $448K | 0.0% | -72.8% | 0.011% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 37,121 | $1.79M | 0.1% | +221.6% | 0.044% | |
5/1/2024 | Diversify Advisory Services LLC | 8,593 | $413K | 0.0% | N/A | 0.010% | |
4/30/2024 | Private Advisor Group LLC | 293,076 | $14.14M | 0.1% | -1.7% | 0.351% | |
4/30/2024 | J.W. Cole Advisors Inc. | 15,966 | $770K | 0.0% | -2.4% | 0.019% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 38,231 | $1.85M | 1.2% | -8.2% | 0.046% | |
4/30/2024 | Arkadios Wealth Advisors | 8,494 | $410K | 0.0% | -22.2% | 0.010% | |
4/29/2024 | Commonwealth Equity Services LLC | 624,438 | $30.13M | 0.1% | +11.0% | 0.748% | |
4/29/2024 | Benjamin Edwards Inc. | 6,815 | $329K | 0.1% | +83.2% | 0.008% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 65,403 | $3.16M | 0.1% | -12.7% | 0.078% | |
4/29/2024 | Insight Inv LLC | 7,470 | $360K | 0.3% | +5.2% | 0.009% | |
4/26/2024 | Narwhal Capital Management | 18,906 | $912K | 0.1% | +27.1% | 0.023% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 53,456 | $2.55M | 2.0% | -9.6% | 0.064% | |
4/26/2024 | Bellevue Asset Management LLC | 17,606 | $849K | 0.5% | -85.5% | 0.021% | |
4/26/2024 | Clear Creek Financial Management LLC | 92,979 | $4.49M | 0.6% | +32.3% | 0.111% | |
4/25/2024 | Triumph Capital Management | 21,851 | $1.05M | 0.4% | -37.9% | 0.026% | |
4/25/2024 | Aaron Wealth Advisors LLC | 216,968 | $10.47M | 1.5% | -18.8% | 0.260% | |
4/25/2024 | Peterson Financial Group Inc. | 5,107 | $246K | 0.1% | -5.5% | 0.006% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 462,101 | $22.30M | 0.1% | +19.2% | 0.555% | |
4/24/2024 | Private Trust Co. NA | 23,224 | $1.12M | 0.1% | -3.5% | 0.028% | |
4/24/2024 | NBT Bank N A NY | 8,809 | $425K | 0.0% | -8.0% | 0.011% | |
4/23/2024 | Lunt Capital Management Inc. | 116,702 | $5.63M | 2.8% | +4.7% | 0.140% | |
4/23/2024 | James J. Burns & Company LLC | 44,186 | $2.13M | 0.7% | -42.6% | 0.053% | |
4/23/2024 | Global Retirement Partners LLC | 15,789 | $762K | 0.0% | -27.6% | 0.019% | |
4/23/2024 | Cornell Pochily Investment Advisors Inc. | 38,370 | $1.85M | 0.7% | -1.2% | 0.046% | |
4/23/2024 | Sweet Financial Partners LLC | 226,722 | $10.94M | 2.5% | N/A | 0.272% | |
4/23/2024 | TrueWealth Advisors LLC | 6,146 | $297K | 0.1% | -26.5% | 0.007% | |
4/23/2024 | Strategic Blueprint LLC | 13,012 | $628K | 0.0% | -4.4% | 0.016% | |
4/23/2024 | TAP Consulting LLC | 252,099 | $12.16M | 2.7% | -9.3% | 0.303% | |
4/23/2024 | Wealth Effects LLC | 21,432 | $1.03M | 0.4% | -14.9% | 0.026% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 2,000,720 | $96.54M | 0.1% | -4.1% | 2.403% | |
4/22/2024 | American Financial Advisors LLC | 536,879 | $25.90M | 3.6% | +0.2% | 0.645% | |
4/22/2024 | Nilsine Partners LLC | 6,215 | $300K | 0.0% | -95.1% | 0.007% | |
4/22/2024 | Centennial Wealth Advisory LLC | 48,410 | $2.34M | 1.1% | +20.9% | 0.058% | |
4/22/2024 | Raymond James & Associates | 753,726 | $36.37M | 0.0% | -5.5% | 0.905% | |
4/22/2024 | Edge Financial Advisors LLC | 12,259 | $591K | 0.5% | N/A | 0.015% | |
4/19/2024 | Core Wealth Partners LLC | 8,307 | $401K | 0.3% | +67.5% | 0.010% | |
4/19/2024 | Mainsail Financial Group LLC | 53,604 | $2.59M | 1.8% | -20.4% | 0.064% | |
4/19/2024 | TCP Asset Management LLC | 127,951 | $6.17M | 1.6% | +31.7% | 0.154% | |
4/18/2024 | Iams Wealth Management LLC | 74,981 | $3.60M | 2.2% | +7.5% | 0.090% | |
4/18/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 10,982 | $530K | 0.1% | N/A | 0.013% | |
4/18/2024 | AlphaMark Advisors LLC | 5,792 | $279K | 0.1% | -8.4% | 0.007% | |
4/18/2024 | Dominguez Wealth Management Solutions Inc. | 65,471 | $3.16M | 2.5% | +3.4% | 0.079% | |
4/18/2024 | Miracle Mile Advisors LLC | 189,058 | $9.12M | 0.2% | +16.3% | 0.227% | |
4/17/2024 | Trilogy Capital Inc. | 471,010 | $22.73M | 1.3% | +2,194.1% | 0.566% | |
4/16/2024 | Searcy Financial Services Inc. ADV | 379,817 | $18.33M | 9.3% | -6.2% | 0.456% | |
4/16/2024 | Pinnacle Bancorp Inc. | 2,685 | $130K | 0.0% | +46.8% | 0.003% | |
4/16/2024 | RiverTree Advisors LLC | 232,924 | $11.24M | 7.5% | -1.1% | 0.280% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 23,692 | $1.14M | 0.0% | -10.2% | 0.028% | |
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4/16/2024 | ERn Financial LLC | 290,236 | $14.00M | 2.4% | +5.7% | 0.349% | |
4/16/2024 | PFS Partners LLC | 167,219 | $8.07M | 5.3% | +9.6% | 0.201% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 39,430 | $1.90M | 0.1% | -1.6% | 0.047% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 7,575 | $365K | 0.2% | N/A | 0.009% | |
4/15/2024 | Sovereign Financial Group Inc. | 4,590 | $221K | 0.1% | -4.8% | 0.006% | |
4/15/2024 | Brookstone Capital Management | 21,887 | $1.06M | 0.0% | -16.5% | 0.026% | |
4/15/2024 | Elevated Capital Advisors LLC | 48,240 | $2.33M | 0.7% | +3.5% | 0.058% | |
4/15/2024 | Financial Enhancement Group LLC | 232,820 | $11.13M | 1.8% | -59.0% | 0.280% | |
4/15/2024 | Columbia Advisory Partners LLC | 18,654 | $900K | 0.9% | N/A | 0.022% | |
4/13/2024 | Inspirion Wealth Advisors LLC | 272,811 | $13.16M | 2.2% | -30.8% | 0.328% | |