11/15/2024 | Goodman Advisory Group LLC | 89,986 | $4.77M | 1.4% | -3.2% | 0.077% | |
11/15/2024 | Valued Retirements Inc. | 35,678 | $1.89M | 2.6% | N/A | 0.030% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 12,344 | $654K | 0.0% | N/A | 0.011% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 9,621 | $510K | 0.2% | +5.4% | 0.008% | |
11/15/2024 | MML Investors Services LLC | 92,725 | $4.91M | 0.0% | -64.2% | 0.079% | |
11/15/2024 | National Bank of Canada FI | 27,471 | $1.46M | 0.0% | -7.9% | 0.023% | |
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11/15/2024 | Stifel Financial Corp | 110,579 | $5.86M | 0.0% | -10.5% | 0.094% | |
11/15/2024 | Quantinno Capital Management LP | 63,957 | $3.39M | 0.0% | +73.1% | 0.055% | |
11/15/2024 | IHT Wealth Management LLC | 382,109 | $20.24M | 0.6% | +13.7% | 0.326% | |
11/15/2024 | Integrated Wealth Concepts LLC | 220,620 | $11.69M | 0.1% | +5.4% | 0.188% | |
11/15/2024 | HighTower Advisors LLC | 37,679 | $2.00M | 0.0% | -2.1% | 0.032% | |
11/15/2024 | Arizona PSPRS Trust | 5,373,488 | $284.74M | 11.3% | +0.2% | 4.587% | |
11/14/2024 | Flow Traders U.S. LLC | 29,160 | $1.55M | 0.1% | -16.8% | 0.025% | |
11/14/2024 | Captrust Financial Advisors | 1,087,635 | $57.63M | 0.2% | +2.9% | 0.928% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 68,926 | $3.65M | 1.0% | +2.9% | 0.059% | |
11/14/2024 | CreativeOne Wealth LLC | 23,774 | $1.26M | 0.0% | +8.2% | 0.020% | |
11/13/2024 | Freedom Investment Management Inc. | 3,946 | $209K | 0.0% | -43.0% | 0.003% | |
11/13/2024 | Avestar Capital LLC | 172,348 | $9.13M | 0.9% | -11.5% | 0.147% | |
11/13/2024 | Elios Financial Group Inc. | 46,013 | $2.44M | 1.1% | N/A | 0.039% | |
11/13/2024 | Private Trust Co. NA | 5,430 | $288K | 0.0% | -6.5% | 0.005% | |
11/12/2024 | Kingsview Wealth Management LLC | 13,698 | $726K | 0.0% | -25.1% | 0.012% | |
11/12/2024 | Cerity Partners LLC | 71,884 | $3.81M | 0.0% | -19.2% | 0.061% | |
11/12/2024 | Great Valley Advisor Group Inc. | 77,657 | $4.12M | 0.1% | +490.3% | 0.066% | |
11/12/2024 | Flagstar Advisors Inc. | 13,684 | $725K | 0.2% | +1.7% | 0.012% | |
11/12/2024 | 49 Wealth Management LLC | 8,851 | $469K | 0.1% | -23.8% | 0.008% | |
11/12/2024 | Running Point Capital Advisors LLC | 72,082 | $3.82M | 1.5% | +1.3% | 0.062% | |
11/9/2024 | LPL Financial LLC | 4,693,031 | $248.68M | 0.1% | -24.5% | 4.006% | |
11/7/2024 | CAP Partners LLC | 14,158 | $750K | 0.6% | -3.4% | 0.012% | |
11/7/2024 | Thrivent Financial for Lutherans | 39,632 | $2.10M | 0.0% | -88.7% | 0.034% | |
11/6/2024 | WESPAC Advisors SoCal LLC | 5,400 | $286K | 0.1% | -8.4% | 0.005% | |
11/6/2024 | Intelligence Driven Advisers LLC | 4,083 | $216K | 0.0% | -86.7% | 0.003% | |
11/6/2024 | Oppenheimer & Co. Inc. | 50,445 | $2.67M | 0.0% | +101.7% | 0.043% | |
11/5/2024 | First Heartland Consultants Inc. | 6,217 | $329K | 0.0% | -6.1% | 0.005% | |
11/5/2024 | Proactive Wealth Strategies LLC | 52,951 | $2.81M | 1.6% | N/A | 0.045% | |
11/5/2024 | Apollon Financial LLC | 19,967 | $1.06M | 0.3% | -55.4% | 0.017% | |
11/5/2024 | First National Trust Co | 40,765 | $2.16M | 0.1% | -51.8% | 0.035% | |
11/5/2024 | Apollon Wealth Management LLC | 66,301 | $3.51M | 0.1% | -84.1% | 0.057% | |
11/5/2024 | FDx Advisors Inc. | 24,634 | $1.31M | 0.4% | -49.6% | 0.021% | |
11/4/2024 | Ashton Thomas Securities LLC | 170,415 | $9.03M | 1.8% | +58.5% | 0.145% | |
11/4/2024 | Colonial River Investments LLC | 37,730 | $2.00M | 1.0% | +2.8% | 0.032% | |
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11/4/2024 | Axxcess Wealth Management LLC | 37,509 | $1.99M | 0.0% | +2.4% | 0.032% | |
11/4/2024 | Sigma Planning Corp | 9,073 | $481K | 0.0% | -3.2% | 0.008% | |
11/1/2024 | Atria Investments Inc | 10,019 | $531K | 0.0% | +7.4% | 0.009% | |
11/1/2024 | Lionsbridge Wealth Management LLC | 40,048 | $2.12M | 1.7% | -53.4% | 0.034% | |
11/1/2024 | Able Wealth Management LLC | 15,676 | $831K | 0.6% | -43.7% | 0.013% | |
11/1/2024 | Burt Wealth Advisors | 357,687 | $18.95M | 4.7% | -1.4% | 0.305% | |
10/31/2024 | Channel Wealth LLC | 121,954 | $6.46M | 2.1% | +0.2% | 0.104% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 791,398 | $41.94M | 21.3% | -3.2% | 0.676% | |
10/31/2024 | Cozad Asset Management Inc. | 90,376 | $4.79M | 0.5% | -8.4% | 0.077% | |
10/31/2024 | Financial Enhancement Group LLC | 223,343 | $11.84M | 2.1% | -20.6% | 0.191% | |
10/31/2024 | Spinnaker Trust | 7,519 | $398K | 0.0% | -56.7% | 0.006% | |
10/31/2024 | Concurrent Investment Advisors LLC | 68,284 | $3.62M | 0.1% | -28.3% | 0.058% | |
10/30/2024 | Milestone Investment Advisors LLC | 78,163 | $4.14M | 1.2% | -55.3% | 0.067% | |
10/30/2024 | Balentine LLC | 5,667,538 | $300.32M | 11.8% | +20.5% | 4.838% | |
10/30/2024 | Fox Financial Inc | 103,944 | $5.51M | 4.8% | +0.4% | 0.089% | |
10/30/2024 | Crestwood Advisors Group LLC | 11,525 | $611K | 0.0% | -25.8% | 0.010% | |
10/30/2024 | Moloney Securities Asset Management LLC | 10,859 | $575K | 0.1% | -39.2% | 0.009% | |
10/29/2024 | Janney Montgomery Scott LLC | 294,304 | $15.60M | 0.0% | -16.4% | 0.251% | |
10/29/2024 | White Pine Investment CO | 124,927 | $6.62M | 1.8% | +0.9% | 0.107% | |
10/29/2024 | Farther Finance Advisors LLC | 822 | $44K | 0.0% | +47.3% | 0.001% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 186,159 | $9.87M | 0.5% | -10.1% | 0.159% | |
10/28/2024 | US Bancorp DE | 6,238 | $331K | 0.0% | -5.6% | 0.005% | |
10/28/2024 | Goldstone Financial Group LLC | 4,515 | $239K | 0.0% | N/A | 0.004% | |
10/25/2024 | Golden State Equity Partners | 15,071 | $799K | 0.2% | -3.9% | 0.013% | |
10/25/2024 | Strategic Blueprint LLC | 15,208 | $806K | 0.1% | -45.9% | 0.013% | |
10/24/2024 | Orrstown Financial Services Inc. | 951,524 | $50.42M | 14.9% | +15.1% | 0.812% | |
10/24/2024 | Concord Wealth Partners | 5,112 | $271K | 0.0% | +38.8% | 0.004% | |
10/24/2024 | Capital Advisors Ltd. LLC | 844 | $45K | 0.0% | -30.8% | 0.001% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 1,232,464 | $65.31M | 0.1% | -3.1% | 1.052% | |
10/24/2024 | Arkadios Wealth Advisors | 608,099 | $32.22M | 1.8% | +5.5% | 0.519% | |
10/23/2024 | Silver Oak Securities Incorporated | 148,379 | $7.83M | 0.8% | +0.6% | 0.127% | |
10/22/2024 | Private Advisor Group LLC | 653,898 | $34.65M | 0.2% | -0.4% | 0.558% | |
10/22/2024 | Waldron Private Wealth LLC | 1,041,515 | $55.19M | 2.3% | -2.0% | 0.889% | |
10/21/2024 | Fortis Group Advisors LLC | 29,445 | $1.56M | 0.3% | +70.0% | 0.025% | |
10/21/2024 | Stewardship Advisors LLC | 52,535 | $2.78M | 0.8% | -91.4% | 0.045% | |
10/21/2024 | Denver Wealth Management Inc. | 6,132 | $325K | 0.2% | -70.3% | 0.005% | |
10/21/2024 | Triad Wealth Partners LLC | 244,610 | $12.96M | 6.9% | +1.2% | 0.209% | |
10/19/2024 | ACT Advisors LLC. | 26,495 | $1.40M | 0.7% | -2.0% | 0.023% | |
10/19/2024 | Financial Designs Corp | 243,284 | $12.89M | 8.3% | +4.2% | 0.208% | |
10/19/2024 | Petix & Botte Co | 18,330 | $971K | 0.3% | +11.2% | 0.016% | |
10/19/2024 | Longview Financial Advisors Inc. | 269,759 | $14.30M | 10.5% | +0.7% | 0.230% | |
10/18/2024 | Alpha Financial Advisors LLC | 390,486 | $20.69M | 9.2% | -4.5% | 0.333% | |
10/18/2024 | Raymond James & Associates | 253,421 | $13.43M | 0.0% | -60.0% | 0.216% | |
10/16/2024 | Global Retirement Partners LLC | 7,885 | $418K | 0.0% | -2.4% | 0.007% | |
10/16/2024 | Good Life Advisors LLC | 11,398 | $604K | 0.0% | +18.4% | 0.010% | |
10/16/2024 | Cornerstone Wealth Management LLC | 19,788 | $1.05M | 0.1% | -24.1% | 0.017% | |
10/16/2024 | Longview Financial Advisors Inc. | 261,694 | $13.45M | 12.3% | -2.3% | 0.223% | |
10/16/2024 | EdgeRock Capital LLC | 5,557 | $295K | 0.2% | -29.3% | 0.005% | |
10/16/2024 | ERn Financial LLC | 321,199 | $17.02M | 2.6% | -12.7% | 0.274% | |
10/15/2024 | PFG Advisors | 47,340 | $2.51M | 0.2% | +11.4% | 0.040% | |
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10/11/2024 | Muirfield Wealth Advisors LLC | 20,486 | $1.09M | 0.9% | +1.9% | 0.017% | |
10/11/2024 | ORG Partners LLC | 60,196 | $3.19M | 0.5% | +126.4% | 0.051% | |
10/11/2024 | ORG Wealth Partners LLC | 8,236 | $436K | 0.2% | N/A | 0.007% | |
10/10/2024 | Retirement Planning Group LLC | 45,515 | $2.41M | 0.1% | -3.3% | 0.039% | |
10/9/2024 | Fermata Advisors LLC | 5,233 | $277K | 0.1% | -7.8% | 0.004% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 58,521 | $3.10M | 1.6% | -15.2% | 0.050% | |
10/9/2024 | Clarius Group LLC | 370,458 | $19.63M | 1.4% | -33.1% | 0.316% | |
10/9/2024 | San Luis Wealth Advisors LLC | 137,212 | $7.27M | 1.5% | +9.0% | 0.117% | |
10/8/2024 | Beacon Wealthcare LLC | 4,210 | $223K | 0.1% | N/A | 0.004% | |
10/8/2024 | Brookstone Capital Management | 448,909 | $23.79M | 0.4% | -0.8% | 0.383% | |