11/5/2024 | Systelligence LLC | 118,286 | $4.87M | 1.2% | -4.8% | 0.062% | |
11/5/2024 | Intrepid Financial Planning Group LLC | 23,146 | $953K | 0.4% | -3.6% | 0.012% | |
11/5/2024 | Apollon Financial LLC | 5,182 | $213K | 0.1% | N/A | 0.003% | |
11/5/2024 | Harbour Investments Inc. | 108,874 | $4.48M | 0.1% | -1.3% | 0.057% | |
11/5/2024 | Apollon Wealth Management LLC | 19,292 | $794K | 0.0% | +82.7% | 0.010% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 61,444 | $2.53M | 0.2% | +7.7% | 0.032% | |
|
11/4/2024 | Addison Advisors LLC | 800 | $33K | 0.0% | -38.5% | 0.000% | |
11/4/2024 | Arvest Investments Inc. | 53,841 | $2.22M | 0.3% | +14.9% | 0.028% | |
11/4/2024 | Tyler Stone Wealth Management | 9,046 | $372K | 0.1% | +100.0% | 0.005% | |
11/4/2024 | Baker Avenue Asset Management LP | 5,931 | $244K | 0.0% | -90.9% | 0.003% | |
11/4/2024 | Axxcess Wealth Management LLC | 678,063 | $27.91M | 0.7% | +1,243.3% | 0.354% | |
11/4/2024 | Sigma Planning Corp | 29,585 | $1.22M | 0.0% | +9.3% | 0.015% | |
11/2/2024 | Avid Wealth Partners LLC | 59,697 | $2.46M | 1.7% | +12.4% | 0.031% | |
11/2/2024 | Covestor Ltd | 992 | $41K | 0.0% | -28.6% | 0.001% | |
11/1/2024 | Atria Investments Inc | 19,749 | $813K | 0.0% | -50.5% | 0.010% | |
11/1/2024 | 5th Street Advisors LLC | 8,300 | $342K | 0.2% | N/A | 0.004% | |
11/1/2024 | Assetmark Inc. | 1,359 | $56K | 0.0% | +401.5% | 0.001% | |
11/1/2024 | Verdence Capital Advisors LLC | 5,722 | $236K | 0.0% | -4.4% | 0.003% | |
11/1/2024 | Source Financial Advisors LLC | 8,326 | $343K | 0.1% | N/A | 0.004% | |
11/1/2024 | Bensler LLC | 592,156 | $24.37M | 3.1% | -7.8% | 0.309% | |
10/31/2024 | Mine & Arao Wealth Creation & Management LLC. | 17,447 | $718K | 0.3% | -2.7% | 0.009% | |
10/31/2024 | Jmac Enterprises LLC | 275,316 | $11.33M | 1.8% | +4.9% | 0.144% | |
10/31/2024 | Castle Wealth Management LLC | 126,547 | $5.21M | 2.1% | +690.4% | 0.066% | |
10/31/2024 | Principal Financial Group Inc. | 2,485,000 | $102.28M | 0.1% | -4.1% | 1.297% | |
10/31/2024 | Advisors Management Group Inc. ADV | 8,002 | $329K | 0.1% | -5.7% | 0.004% | |
10/31/2024 | Advisor Resource Council | 24,848 | $1.02M | 0.5% | +16.0% | 0.013% | |
10/31/2024 | Concurrent Investment Advisors LLC | 13,732 | $565K | 0.0% | +9.3% | 0.007% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 18,426 | $758K | 0.0% | +25.0% | 0.010% | |
10/30/2024 | Beacon Financial Advisory LLC | 32,904 | $1.35M | 0.5% | +19.6% | 0.017% | |
10/30/2024 | Ameritas Advisory Services LLC | 404,528 | $16.65M | 0.7% | +28.7% | 0.211% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 39,091 | $1.60M | 0.7% | +23.2% | 0.020% | |
10/29/2024 | Nvwm LLC | 45,309 | $1.87M | 0.5% | +1.2% | 0.024% | |
10/29/2024 | Janney Montgomery Scott LLC | 190,131 | $7.83M | 0.0% | +124.9% | 0.099% | |
10/29/2024 | Conservest Capital Advisors Inc. | 11,107 | $442K | 0.0% | N/A | 0.006% | |
10/29/2024 | REDW Wealth LLC | 47,323 | $1.95M | 0.5% | -14.1% | 0.025% | |
10/29/2024 | Royal Harbor Partners LLC | 203,574 | $8.38M | 3.3% | +1.1% | 0.106% | |
10/29/2024 | Clear Creek Financial Management LLC | 31,963 | $1.32M | 0.1% | -3.1% | 0.017% | |
10/29/2024 | Princeton Global Asset Management LLC | 35,769 | $1.47M | 0.3% | +138.7% | 0.019% | |
10/29/2024 | Realta Investment Advisors | 13,821 | $583K | 0.3% | +275.1% | 0.007% | |
10/29/2024 | First Interstate Bank | 1,109,398 | $45.66M | 2.8% | +47.6% | 0.579% | |
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10/29/2024 | Farther Finance Advisors LLC | 34,201 | $1.41M | 0.1% | +302.3% | 0.018% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 40,334 | $1.66M | 0.1% | -74.0% | 0.021% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 10,154 | $418K | 0.0% | -2.6% | 0.005% | |
10/28/2024 | Focus Financial Network Inc. | 35,273 | $1.45M | 0.1% | -3.8% | 0.018% | |
10/28/2024 | Stephens Inc. AR | 13,524 | $557K | 0.0% | -7.1% | 0.007% | |
10/28/2024 | O ROURKE & COMPANY Inc | 31,631 | $1.30M | 0.7% | +2.5% | 0.017% | |
10/28/2024 | Congress Asset Management Co. | 53,014 | $2.18M | 0.0% | -25.1% | 0.028% | |
10/28/2024 | Austin Wealth Management LLC | 96,492 | $3.92M | 0.9% | -0.8% | 0.050% | |
10/28/2024 | Bank Hapoalim BM | 113,850 | $4.69M | 0.7% | -72.8% | 0.059% | |
10/28/2024 | Meitav Investment House Ltd. | 2,659,366 | $109.46M | 1.8% | -1.4% | 1.388% | |
10/25/2024 | Financial Advocates Investment Management | 264,767 | $10.90M | 0.6% | +1.7% | 0.138% | |
10/25/2024 | Tandem Capital Management Corp ADV | 15,670 | $645K | 0.3% | -3.7% | 0.008% | |
10/25/2024 | JFS Wealth Advisors LLC | 32,260 | $1.33M | 0.1% | N/A | 0.017% | |
10/25/2024 | Pinnacle Associates Ltd. | 7,170 | $295K | 0.0% | -9.8% | 0.004% | |
10/25/2024 | Eagle Strategies LLC | 327,572 | $13.48M | 2.4% | +24.4% | 0.171% | |
10/25/2024 | Valmark Advisers Inc. | 10,705 | $441K | 0.0% | +5.1% | 0.006% | |
10/25/2024 | MONECO Advisors LLC | 14,197 | $584K | 0.1% | -62.7% | 0.007% | |
10/25/2024 | Diversify Advisory Services LLC | 25,780 | $1.08M | 0.1% | -3.4% | 0.013% | |
10/24/2024 | Autumn Glory Partners LLC | 30,620 | $1.26M | 0.5% | -2.8% | 0.016% | |
10/24/2024 | Concord Wealth Partners | 2,638 | $109K | 0.0% | -13.3% | 0.001% | |
10/24/2024 | Investment Partners Asset Management Inc. | 11,693 | $481K | 0.4% | -4.0% | 0.006% | |
10/24/2024 | Riggs Asset Managment Co. Inc. | 423,200 | $17.42M | 4.8% | -4.5% | 0.221% | |
10/24/2024 | Valley National Advisers Inc. | 3,626 | $149K | 0.0% | -50.0% | 0.002% | |
10/24/2024 | Goldstein Advisors LLC | 161,072 | $6.63M | 1.0% | N/A | 0.084% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 47,068 | $1.94M | 0.0% | +15.6% | 0.025% | |
10/24/2024 | Arkadios Wealth Advisors | 20,136 | $829K | 0.0% | +31.4% | 0.011% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 73,952 | $3.04M | 0.1% | +8.3% | 0.039% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 1,073,601 | $44.01M | 0.2% | +30.0% | 0.561% | |
10/23/2024 | Allworth Financial LP | 97,055 | $4.00M | 0.0% | -2.1% | 0.051% | |
10/23/2024 | Burke & Herbert Bank & Trust Co. | 58,805 | $2.42M | 0.6% | -1.0% | 0.031% | |
10/23/2024 | Tandem Capital Management Corp ADV | 15,250 | $607K | 0.3% | -6.3% | 0.008% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 30,960 | $1.27M | 0.3% | -50.3% | 0.016% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 43,560 | $1.79M | 1.3% | -0.7% | 0.023% | |
10/22/2024 | MFA Wealth Advisors LLC | 301,109 | $12.39M | 2.7% | -10.3% | 0.157% | |
10/22/2024 | Altus Wealth Group LLC | 7,750 | $319K | 0.1% | -10.4% | 0.004% | |
10/22/2024 | Private Advisor Group LLC | 252,919 | $10.41M | 0.1% | +8.4% | 0.132% | |
10/22/2024 | WT Wealth Management | 56,763 | $2.41M | 0.6% | +3.0% | 0.030% | |
10/22/2024 | Sequoia Financial Advisors LLC | 19,739 | $812K | 0.0% | +2.2% | 0.010% | |
10/21/2024 | Sharkey Howes & Javer | 67,955 | $2.80M | 0.4% | -71.3% | 0.035% | |
10/21/2024 | Clarus Group Inc. | 36,602 | $1.51M | 0.6% | -15.1% | 0.019% | |
10/21/2024 | Castleview Partners LLC | 4,618 | $190K | 0.1% | -47.9% | 0.002% | |
10/21/2024 | AIFG Consultants Ltd. | 48,858 | $2.01M | 1.5% | N/A | 0.026% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 26,645 | $1.10M | 0.1% | N/A | 0.014% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 9,185 | $378K | 0.1% | -32.3% | 0.005% | |
10/18/2024 | Embree Financial Group | 5,240 | $216K | 0.0% | N/A | 0.003% | |
10/18/2024 | Key Client Fiduciary Advisors LLC | 31,270 | $1.29M | 0.6% | +23.0% | 0.016% | |
10/18/2024 | Marks Wealth LLC | 209,591 | $8.63M | 3.7% | N/A | 0.109% | |
10/18/2024 | Commonwealth Equity Services LLC | 1,386,938 | $57.09M | 0.1% | +19.9% | 0.724% | |
10/18/2024 | Raymond James & Associates | 781,038 | $32.15M | 0.0% | +64.3% | 0.408% | |
10/18/2024 | Cobblestone Asset Management LLC | 25,540 | $1.05M | 0.6% | +4.9% | 0.013% | |
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10/18/2024 | Moss Adams Wealth Advisors LLC | 965,642 | $39.75M | 4.4% | +3.3% | 0.504% | |
10/17/2024 | Stratos Wealth Partners LTD. | 503,508 | $20.72M | 0.3% | +10.6% | 0.263% | |
10/17/2024 | Claro Advisors LLC | 8,555 | $352K | 0.0% | -40.0% | 0.004% | |
10/16/2024 | Secure Asset Management LLC | 10,880 | $448K | 0.1% | +5.1% | 0.006% | |
10/16/2024 | Bleakley Financial Group LLC | 9,763 | $402K | 0.0% | -7.8% | 0.005% | |
10/16/2024 | Good Life Advisors LLC | 15,680 | $645K | 0.0% | +111.4% | 0.008% | |
10/16/2024 | Cornerstone Wealth Management LLC | 11,914 | $490K | 0.0% | -5.6% | 0.006% | |
10/16/2024 | Fulton Breakefield Broenniman LLC | 5,092 | $210K | 0.0% | N/A | 0.003% | |
10/16/2024 | Vontobel Holding Ltd. | 5,912 | $243K | 0.0% | N/A | 0.003% | |
10/15/2024 | PFG Advisors | 63,918 | $2.63M | 0.2% | +4.4% | 0.033% | |