11/15/2024 | Goodman Advisory Group LLC | 10,756 | $1.11M | 0.3% | -1.0% | 0.032% | |
11/15/2024 | 3Chopt Investment Partners LLC | 32,663 | $3.38M | 1.2% | +14.3% | 0.096% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 5,857 | $607K | 0.5% | N/A | 0.017% | |
11/15/2024 | MML Investors Services LLC | 131,476 | $13.62M | 0.0% | +42.8% | 0.386% | |
11/15/2024 | Orion Portfolio Solutions LLC | 127,286 | $13.18M | 0.3% | +6.0% | 0.373% | |
11/15/2024 | Zacks Investment Management | 2,990 | $310K | 0.0% | N/A | 0.009% | |
|
11/15/2024 | Integrated Wealth Concepts LLC | 46,655 | $4.83M | 0.1% | +11.6% | 0.137% | |
11/15/2024 | HighTower Advisors LLC | 8,913 | $923K | 0.0% | +12.9% | 0.026% | |
11/15/2024 | Ascent Group LLC | 40,045 | $4.15M | 0.3% | +1.4% | 0.117% | |
11/14/2024 | Tradition Wealth Management LLC | 127,674 | $13.22M | 1.2% | +5.6% | 0.374% | |
11/14/2024 | CreativeOne Wealth LLC | 114,534 | $11.86M | 0.4% | +38.7% | 0.336% | |
11/13/2024 | Townsquare Capital LLC | 10,385 | $1.08M | 0.0% | N/A | 0.030% | |
11/13/2024 | FMR LLC | 2,654 | $275K | 0.0% | +31.7% | 0.008% | |
11/13/2024 | Private Trust Co. NA | 8,087 | $838K | 0.1% | +28.9% | 0.024% | |
11/12/2024 | Flagstar Advisors Inc. | 2,268 | $235K | 0.1% | N/A | 0.007% | |
11/12/2024 | Nwam LLC | 16,040 | $1.66M | 0.1% | N/A | 0.047% | |
11/9/2024 | LPL Financial LLC | 2,215,723 | $229.51M | 0.1% | +31.9% | 6.498% | |
11/8/2024 | Moors & Cabot Inc. | 1,986 | $206K | 0.0% | N/A | 0.006% | |
11/7/2024 | Fortis Advisors LLC | 3,477 | $360K | 0.2% | +167.7% | 0.010% | |
11/7/2024 | Semus Wealth Partners LLC | 5,985 | $620K | 0.4% | +15.0% | 0.018% | |
11/7/2024 | Drive Wealth Management LLC | 10,221 | $1.06M | 0.3% | N/A | 0.030% | |
11/7/2024 | Thrivent Financial for Lutherans | 117,865 | $12.21M | 0.0% | -0.8% | 0.346% | |
11/5/2024 | Aptus Capital Advisors LLC | 22,371 | $2.32M | 0.0% | +42.4% | 0.066% | |
11/1/2024 | Assetmark Inc. | 555,913 | $57.58M | 0.2% | +19.2% | 1.630% | |
10/31/2024 | TFB Advisors LLC | 13,849 | $1.43M | 0.4% | +22.4% | 0.041% | |
10/31/2024 | JB Capital LLC | 3,138 | $325K | 0.0% | N/A | 0.009% | |
10/31/2024 | Family Asset Management LLC | 2,527 | $262K | 0.2% | +23.3% | 0.007% | |
10/29/2024 | Janney Montgomery Scott LLC | 2,523,154 | $261.35M | 0.7% | +26.8% | 7.399% | |
10/29/2024 | Farther Finance Advisors LLC | 33,145 | $3.43M | 0.1% | +123.9% | 0.097% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 5,483 | $568K | 0.0% | -4.0% | 0.016% | |
10/28/2024 | Rosenberg Matthew Hamilton | 24,495 | $2.54M | 0.7% | +38.2% | 0.072% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 7,092 | $735K | 0.3% | +14.0% | 0.021% | |
10/25/2024 | Gateway Wealth Partners LLC | 18,020 | $1.87M | 0.5% | -24.8% | 0.053% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,253 | $958K | 0.0% | -4.4% | 0.027% | |
10/23/2024 | Schmidt P J Investment Management Inc. | 76,284 | $7.90M | 1.4% | +6.5% | 0.224% | |
10/22/2024 | Lake Street Private Wealth LLC | 42,086 | $4.36M | 0.7% | +18.5% | 0.123% | |
10/22/2024 | Private Advisor Group LLC | 57,906 | $6.00M | 0.0% | +70.6% | 0.170% | |
10/16/2024 | Global Retirement Partners LLC | 3,639 | $377K | 0.0% | +18.5% | 0.011% | |
10/16/2024 | Good Life Advisors LLC | 6,935 | $718K | 0.0% | +20.4% | 0.020% | |
10/16/2024 | Perigon Wealth Management LLC | 366,095 | $37.92M | 1.0% | +9.9% | 1.074% | |
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10/16/2024 | Kowal Investment Group LLC | 495,546 | $51.33M | 9.4% | N/A | 1.453% | |
10/16/2024 | Cornerstone Wealth Management LLC | 677,451 | $70.17M | 4.9% | +4.5% | 1.987% | |
10/16/2024 | Firethorn Wealth Partners LLC | 20,743 | $2.15M | 1.1% | +79.6% | 0.061% | |
10/16/2024 | MN Wealth Advisors LLC | 297,589 | $30.82M | 17.6% | +8.4% | 0.873% | |
10/15/2024 | Lockerman Financial Group Inc. | 22,591 | $2.34M | 4.0% | +36.1% | 0.066% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 12,810 | $1.33M | 0.1% | +49.4% | 0.038% | |
10/8/2024 | CWM LLC | 31,068 | $3.22M | 0.0% | +46,270.1% | 0.091% | |
10/8/2024 | Ignite Planners LLC | 10,474 | $1.09M | 0.2% | +12.0% | 0.031% | |
10/3/2024 | Park Avenue Securities LLC | 139,196 | $14.42M | 0.2% | +31.0% | 0.408% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 88,659 | $9.18M | 0.3% | +9.6% | 0.260% | |
8/22/2024 | Cetera Investment Advisers | 167,297 | $16.42M | 0.0% | +20.1% | 0.491% | |
8/22/2024 | 3Chopt Investment Partners LLC | 28,587 | $2.81M | 0.9% | -7.3% | 0.084% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 6,434 | $631K | 0.0% | N/A | 0.019% | |
8/16/2024 | Gateway Wealth Partners LLC | 23,978 | $2.35M | 0.7% | +28.6% | 0.070% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 994 | $98K | 0.0% | +291.3% | 0.003% | |
8/16/2024 | Ascent Group LLC | 39,496 | $3.88M | 0.3% | +5.5% | 0.116% | |
8/16/2024 | Goodman Advisory Group LLC | 10,865 | $1.07M | 0.3% | +155.9% | 0.032% | |
8/13/2024 | Thrivent Financial for Lutherans | 118,829 | $11.66M | 0.0% | +0.8% | 0.348% | |
8/9/2024 | Renaissance Technologies LLC | 8,400 | $824K | 0.0% | N/A | 0.025% | |
8/8/2024 | Envestnet Asset Management Inc. | 868,165 | $85.18M | 0.0% | +13.9% | 2.546% | |
8/8/2024 | Fingerlakes Wealth Management Inc. | 11,516 | $1.13M | 1.0% | +67.5% | 0.034% | |
8/8/2024 | LPL Financial LLC | 1,679,655 | $164.81M | 0.1% | +5.8% | 4.926% | |
8/6/2024 | Strategic Financial Concepts LLC | 256,235 | $251K | 0.0% | +2,740.4% | 0.751% | |
8/5/2024 | LGT Financial Advisors LLC | 650 | $64K | 0.1% | +62.1% | 0.002% | |
7/31/2024 | Aptus Capital Advisors LLC | 15,713 | $1.54M | 0.0% | +44.0% | 0.046% | |
7/31/2024 | Semus Wealth Partners LLC | 5,206 | $511K | 0.4% | +15.7% | 0.015% | |
7/31/2024 | Farther Finance Advisors LLC | 14,805 | $1.46M | 0.1% | -10.2% | 0.043% | |
7/31/2024 | Commonwealth Equity Services LLC | 15,550 | $1.53M | 0.0% | -6.3% | 0.046% | |
7/31/2024 | IFG Advisory LLC | 111,861 | $10.98M | 0.7% | -18.1% | 0.328% | |
7/30/2024 | GGM Financials LLC | 8,624 | $846K | 0.8% | N/A | 0.025% | |
7/30/2024 | TFB Advisors LLC | 11,316 | $1.11M | 0.4% | -9.8% | 0.033% | |
7/29/2024 | UMB Bank n.a. | 300 | $29K | 0.0% | N/A | 0.001% | |
7/29/2024 | Schmidt P J Investment Management Inc. | 71,644 | $7.03M | 1.3% | +5.1% | 0.210% | |
7/29/2024 | Ridgewood Investments LLC | 1,149 | $113K | 0.1% | N/A | 0.003% | |
7/29/2024 | Whittier Trust Co. of Nevada Inc. | 5,963 | $585K | 0.0% | -3.8% | 0.017% | |
7/27/2024 | Rosenberg Matthew Hamilton | 17,729 | $1.74M | 0.5% | +7.5% | 0.052% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 366,867 | $36.00M | 0.1% | +14.1% | 1.076% | |
7/24/2024 | MN Wealth Advisors LLC | 274,419 | $26.93M | 15.6% | +1.9% | 0.805% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 8,577 | $842K | 0.1% | +7.3% | 0.025% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 115,611 | $11.34M | 0.0% | +1,047.3% | 0.339% | |
7/18/2024 | Sutton Place Investors LLC | 14,729 | $1.45M | 1.0% | +39.7% | 0.043% | |
7/17/2024 | Archford Capital Strategies LLC | 82,224 | $8.07M | 1.3% | +3.5% | 0.241% | |
7/17/2024 | Lockerman Financial Group Inc. | 16,602 | $1.63M | 3.0% | -1.2% | 0.049% | |
7/16/2024 | Cornerstone Wealth Management LLC | 648,223 | $63.60M | 4.9% | +6.9% | 1.901% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 29,494 | $2.89M | 0.0% | +28.0% | 0.086% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 9,678 | $950K | 0.0% | +2.2% | 0.028% | |
7/12/2024 | Ignite Planners LLC | 9,352 | $936K | 0.2% | +14.8% | 0.027% | |
7/9/2024 | Park Avenue Securities LLC | 106,218 | $10.42M | 0.1% | +6.6% | 0.311% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 3,042 | $299K | 0.0% | N/A | 0.009% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 80,926 | $7.94M | 0.2% | -7.9% | 0.237% | |
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7/2/2024 | Transcend Capital Advisors LLC | 18,994 | $1.86M | 0.1% | +21.6% | 0.056% | |
5/24/2024 | Cetera Advisors LLC | 12,322 | $1.16M | 0.0% | +36.0% | 0.036% | |
5/24/2024 | Cetera Investment Advisers | 139,274 | $13.15M | 0.0% | +408.8% | 0.408% | |
5/15/2024 | Ascent Group LLC | 37,436 | $3.54M | 0.3% | -8.5% | 0.110% | |
5/15/2024 | Flow Traders U.S. LLC | 43,135 | $4.07M | 0.2% | N/A | 0.126% | |
5/14/2024 | CreativeOne Wealth LLC | 88,850 | $8.39M | 0.3% | +16.3% | 0.261% | |
5/11/2024 | Jacobi Capital Management LLC | 54,751 | $5.17M | 0.5% | +471.9% | 0.161% | |
5/10/2024 | Osaic Holdings Inc. | 182,395 | $17.22M | 0.0% | -47.4% | 0.535% | |
5/10/2024 | Nwam LLC | 11,417 | $1.07M | 0.1% | +11.2% | 0.033% | |
5/9/2024 | Orion Portfolio Solutions LLC | 110,476 | $10.43M | 0.1% | +9.3% | 0.324% | |