11/15/2024 | Continuum Advisory LLC | 25,890 | $1.01M | 0.1% | +96.2% | 0.135% | |
11/15/2024 | MML Investors Services LLC | 48,711 | $1.88M | 0.0% | +14.9% | 0.254% | |
11/15/2024 | Jane Street Group LLC | 44,224 | $1.70M | 0.0% | +43.3% | 0.230% | |
11/15/2024 | Weaver Consulting Group | 20,965 | $808K | 0.3% | +54.8% | 0.109% | |
11/15/2024 | HighTower Advisors LLC | 586,614 | $22.60M | 0.0% | +164.9% | 3.055% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 123,248 | $4.75M | 1.3% | -11.4% | 0.642% | |
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11/15/2024 | Beck Capital Management LLC | 63,187 | $2.44M | 0.7% | -2.2% | 0.329% | |
11/15/2024 | Benjamin Edwards Inc. | 12,199 | $470K | 0.0% | N/A | 0.064% | |
11/14/2024 | Tradition Wealth Management LLC | 33,290 | $1.28M | 0.1% | +1.5% | 0.173% | |
11/14/2024 | Rockefeller Capital Management L.P. | 42,159 | $1.62M | 0.0% | N/A | 0.220% | |
11/14/2024 | First Commonwealth Financial Corp PA | 90,870 | $3.50M | 0.8% | +28.2% | 0.473% | |
11/14/2024 | CreativeOne Wealth LLC | 48,548 | $1.87M | 0.1% | +235.7% | 0.253% | |
11/13/2024 | WorthPointe LLC | 5,692 | $219K | 0.1% | N/A | 0.030% | |
11/13/2024 | Townsquare Capital LLC | 66,840 | $2.58M | 0.0% | +7.8% | 0.348% | |
11/13/2024 | Capital Square LLC | 5,787 | $223K | 0.1% | N/A | 0.030% | |
11/13/2024 | Truvestments Capital LLC | 1,670 | $64K | 0.0% | N/A | 0.009% | |
11/12/2024 | Penserra Capital Management LLC | 1,027,312 | $39.58M | 0.9% | +5.9% | 5.351% | |
11/12/2024 | Kingsview Wealth Management LLC | 14,422 | $556K | 0.0% | N/A | 0.075% | |
11/8/2024 | Bellwether Advisors LLC | 97,350 | $3.75M | 0.7% | -24.9% | 0.507% | |
11/7/2024 | Caprock Group LLC | 9,468 | $365K | 0.0% | N/A | 0.049% | |
11/7/2024 | Joseph Group Capital Management | 420,573 | $16.21M | 6.2% | +4.0% | 2.190% | |
11/7/2024 | MAI Capital Management | 152,848 | $5.89M | 0.1% | +99.7% | 0.796% | |
11/7/2024 | Sugar Maple Asset Management LLC | 8,918 | $344K | 0.3% | +36.5% | 0.046% | |
11/6/2024 | BCGM Wealth Management LLC | 46,068 | $1.78M | 0.6% | -11.5% | 0.240% | |
11/6/2024 | OneDigital Investment Advisors LLC | 51,914 | $2M | 0.0% | +4.5% | 0.270% | |
11/6/2024 | Pinnacle Financial Partners Inc | 40,838 | $1.57M | 0.0% | N/A | 0.213% | |
11/5/2024 | WealthPlan Investment Management LLC | 8,352 | $322K | 0.0% | N/A | 0.044% | |
11/5/2024 | WealthPLAN Partners LLC | 20,095 | $774K | 0.1% | N/A | 0.105% | |
11/5/2024 | Harbour Investments Inc. | 22,165 | $854K | 0.0% | +121.0% | 0.115% | |
11/5/2024 | Apollon Wealth Management LLC | 37,000 | $1.43M | 0.0% | -2.6% | 0.193% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 36,853 | $1.42M | 0.1% | +107.6% | 0.192% | |
11/4/2024 | Sigma Planning Corp | 21,585 | $832K | 0.0% | +136.5% | 0.112% | |
11/1/2024 | Corrado Advisors LLC | 52,923 | $2.04M | 1.3% | +268.7% | 0.276% | |
10/30/2024 | Beacon Financial Advisory LLC | 17,721 | $683K | 0.2% | +15.5% | 0.092% | |
10/29/2024 | Janney Montgomery Scott LLC | 59,490 | $2.29M | 0.0% | +3.4% | 0.310% | |
10/28/2024 | Focus Financial Network Inc. | 23,232 | $895K | 0.0% | +23.3% | 0.121% | |
10/28/2024 | Stephens Inc. AR | 75,747 | $2.92M | 0.0% | +292.3% | 0.395% | |
10/28/2024 | Summit Wealth Partners LLC | 38,600 | $1.49M | 0.3% | +35.0% | 0.201% | |
10/25/2024 | Cornerstone Wealth Group LLC | 16,595 | $639K | 0.1% | +46.5% | 0.086% | |
10/25/2024 | Fiducient Advisors LLC | 6,567 | $253K | 0.0% | N/A | 0.034% | |
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10/25/2024 | Evermay Wealth Management LLC | 8,525 | $328K | 0.1% | N/A | 0.044% | |
10/25/2024 | Valmark Advisers Inc. | 20,405 | $786K | 0.0% | +16.4% | 0.106% | |
10/25/2024 | Strategic Blueprint LLC | 15,099 | $582K | 0.0% | +3.6% | 0.079% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 25,655 | $988K | 0.1% | +15.6% | 0.134% | |
10/24/2024 | FSA Advisors Inc. | 27,045 | $1.04M | 1.0% | +23.9% | 0.141% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 161,295 | $6.22M | 0.0% | +72.5% | 0.840% | |
10/23/2024 | Outlook Wealth Advisors LLC | 107,445 | $4.14M | 1.2% | +322.4% | 0.560% | |
10/23/2024 | Allworth Financial LP | 5,059 | $195K | 0.0% | +4,959.0% | 0.026% | |
10/23/2024 | West Michigan Advisors LLC | 212,930 | $8.20M | 2.5% | N/A | 1.109% | |
10/23/2024 | Dakota Wealth Management | 44,824 | $1.73M | 0.0% | N/A | 0.233% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 2,968 | $114K | 0.0% | +29.0% | 0.015% | |
10/22/2024 | Chris Bulman Inc | 57,860 | $2.23M | 1.5% | +78.1% | 0.301% | |
10/22/2024 | Weaver Capital Management LLC | 96,043 | $3.70M | 1.1% | +25.7% | 0.500% | |
10/21/2024 | Calton & Associates Inc. | 9,192 | $354K | 0.1% | N/A | 0.048% | |
10/21/2024 | Foundations Investment Advisors LLC | 24,396 | $940K | 0.0% | +75.4% | 0.127% | |
10/18/2024 | KMG Fiduciary Partners LLC | 6,347 | $245K | 0.0% | N/A | 0.033% | |
10/18/2024 | Stratos Wealth Advisors LLC | 11,179 | $431K | 0.0% | -27.4% | 0.058% | |
10/17/2024 | BCS Wealth Management | 35,710 | $1.38M | 0.6% | -18.3% | 0.186% | |
10/15/2024 | Keystone Wealth Services LLC | 47,903 | $1.85M | 0.5% | +4.8% | 0.249% | |
10/15/2024 | NBC Securities Inc. | 2,935 | $113K | 0.0% | N/A | 0.015% | |
10/10/2024 | CRA Financial Services LLC | 5,700 | $220K | 0.0% | -23.0% | 0.030% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 44,385 | $1.71M | 1.1% | +26.3% | 0.231% | |
10/10/2024 | Lloyd Advisory Services LLC. | 5,757 | $222K | 0.1% | N/A | 0.030% | |
10/8/2024 | Gill Capital Partners LLC | 9,364 | $361K | 0.1% | +5.1% | 0.049% | |
10/8/2024 | Pathway Financial Advisors LLC | 53,180 | $2.05M | 0.5% | -4.1% | 0.277% | |
10/8/2024 | Brookstone Capital Management | 800,666 | $30.85M | 0.5% | +731.8% | 4.170% | |
10/8/2024 | City Holding Co. | 23,755 | $915K | 0.1% | -51.5% | 0.124% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 27,978 | $1.08M | 0.2% | +18.8% | 0.146% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 5,875 | $226K | 0.0% | N/A | 0.031% | |
10/8/2024 | Cardinal Point Capital Management ULC | 13,000 | $501K | 0.1% | -6.8% | 0.068% | |
10/7/2024 | Cypress Financial Planning LLC | 26,719 | $1.03M | 0.4% | +92.3% | 0.139% | |
10/7/2024 | Miracle Mile Advisors LLC | 11,189 | $431K | 0.0% | N/A | 0.058% | |
10/7/2024 | Lakeridge Wealth Management LLC | 6,333 | $244K | 0.1% | N/A | 0.033% | |
9/11/2024 | Summit Wealth Partners LLC | 28,600 | $1.07M | 0.2% | -6.0% | 0.149% | |
8/22/2024 | Cetera Investment Advisers | 149,151 | $5.59M | 0.0% | -31.2% | 0.777% | |
8/21/2024 | Advisory Alpha LLC | 109,897 | $4.12M | 0.2% | -3.1% | 0.572% | |
8/21/2024 | Truist Financial Corp | 121,720 | $4.56M | 0.0% | -8.2% | 0.634% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 15,292 | $573K | 0.0% | -3.3% | 0.080% | |
8/14/2024 | Bank of Montreal Can | 14,670 | $550K | 0.0% | N/A | 0.076% | |
8/14/2024 | Beck Capital Management LLC | 64,607 | $2.42M | 0.7% | -6.4% | 0.336% | |
8/14/2024 | EverSource Wealth Advisors LLC | 1,317 | $50K | 0.0% | -25.0% | 0.007% | |
8/13/2024 | Garden State Investment Advisory Services LLC | 139,035 | $5.21M | 1.8% | -15.9% | 0.724% | |
8/13/2024 | AE Wealth Management LLC | 112,134 | $4.20M | 0.0% | -12.2% | 0.584% | |
8/13/2024 | Joseph Group Capital Management | 404,320 | $15.15M | 7.9% | +0.2% | 2.106% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 69,443 | $2.60M | 0.0% | -13.1% | 0.362% | |
8/8/2024 | Envestnet Asset Management Inc. | 115,802 | $4.34M | 0.0% | -12.1% | 0.603% | |
8/8/2024 | Thoroughbred Financial Services LLC | 11,850 | $444K | 0.0% | -10.2% | 0.062% | |
8/8/2024 | CoreCap Advisors LLC | 91,909 | $3.44M | 0.4% | N/A | 0.479% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,835 | $69K | 0.0% | N/A | 0.010% | |
8/6/2024 | Chris Bulman Inc | 32,487 | $1.22M | 0.8% | N/A | 0.169% | |
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8/5/2024 | Blue Bell Private Wealth Management LLC | 4,008 | $150K | 0.0% | -7.4% | 0.021% | |
8/2/2024 | Foundations Investment Advisors LLC | 13,907 | $521K | 0.0% | +18.3% | 0.072% | |
8/2/2024 | Weaver Capital Management LLC | 76,403 | $2.86M | 0.9% | -1.2% | 0.398% | |
8/1/2024 | Bellwether Advisors LLC | 129,654 | $4.86M | 1.0% | -2.5% | 0.675% | |
7/31/2024 | Commonwealth Equity Services LLC | 611,418 | $22.91M | 0.0% | -4.6% | 3.184% | |
7/27/2024 | Strategic Blueprint LLC | 14,571 | $546K | 0.0% | -3.0% | 0.076% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 109,568 | $4.11M | 0.0% | -3.0% | 0.571% | |
7/24/2024 | Cornerstone Wealth Group LLC | 11,330 | $425K | 0.0% | -5.0% | 0.059% | |
7/22/2024 | Focus Financial Network Inc. | 18,842 | $710K | 0.0% | -3.2% | 0.098% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 377,642 | $14.15M | 0.0% | -3.7% | 1.967% | |