11/18/2024 | Arete Wealth Advisors LLC | 13,774 | $318K | 0.0% | +8.4% | 0.032% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 103,789 | $2.40M | 0.8% | +4.0% | 0.243% | |
11/15/2024 | MML Investors Services LLC | 135,388 | $3.13M | 0.0% | -3.7% | 0.317% | |
11/15/2024 | Jane Street Group LLC | 175,369 | $4.06M | 0.0% | +367.6% | 0.411% | |
11/15/2024 | Stifel Financial Corp | 154,014 | $3.56M | 0.0% | -2.8% | 0.361% | |
11/15/2024 | IHT Wealth Management LLC | 324,903 | $7.51M | 0.2% | +81.0% | 0.761% | |
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11/15/2024 | Integrated Wealth Concepts LLC | 412,295 | $9.53M | 0.1% | +6.5% | 0.966% | |
11/14/2024 | Captrust Financial Advisors | 170,282 | $3.94M | 0.0% | -65.1% | 0.399% | |
11/14/2024 | WFA of San Diego LLC | 61,985 | $1.43M | 1.2% | +1.7% | 0.145% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 128,600 | $2.97M | 0.9% | +7.1% | 0.301% | |
11/12/2024 | Larson Financial Group LLC | 20,113 | $465K | 0.0% | +30.7% | 0.047% | |
11/12/2024 | Certified Advisory Corp | 17,312 | $400K | 0.0% | +8.2% | 0.041% | |
11/8/2024 | Prospera Financial Services Inc | 175,678 | $4.06M | 0.1% | +36.8% | 0.411% | |
11/7/2024 | Thrivent Financial for Lutherans | 100,532 | $2.32M | 0.0% | +11.6% | 0.235% | |
11/6/2024 | Squire Investment Management Company LLC | 11,656 | $269K | 0.1% | N/A | 0.027% | |
11/6/2024 | Altrius Capital Management Inc | 39,749 | $919K | 0.2% | -4.8% | 0.093% | |
11/6/2024 | OLD Second National Bank of Aurora | 1,085 | $25K | 0.0% | -98.9% | 0.003% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 87,843 | $2.03M | 0.1% | -3.7% | 0.206% | |
11/5/2024 | Harbour Investments Inc. | 27,400 | $633K | 0.0% | +21,306.3% | 0.064% | |
11/4/2024 | Alaska Permanent Capital Management | 5,142 | $119K | 0.0% | -49.4% | 0.012% | |
11/4/2024 | Tyler Stone Wealth Management | 154,134 | $3.56M | 0.7% | +104.2% | 0.361% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 559,136 | $12.93M | 0.2% | +3.6% | 1.309% | |
11/1/2024 | Rovin Capital UT ADV | 71,751 | $1.66M | 0.6% | -1.3% | 0.168% | |
11/1/2024 | Verity Asset Management Inc. | 379,410 | $8.77M | 3.3% | +68.3% | 0.889% | |
10/29/2024 | Janney Montgomery Scott LLC | 45,191 | $1.05M | 0.0% | -1.9% | 0.106% | |
10/29/2024 | Key Financial Inc | 45,209 | $1.05M | 0.2% | +20.2% | 0.106% | |
10/29/2024 | Farther Finance Advisors LLC | 7,613 | $176K | 0.0% | -6.1% | 0.018% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 63,270 | $1.46M | 0.1% | +8.2% | 0.149% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 8,650 | $200K | 0.0% | N/A | 0.020% | |
10/28/2024 | Stephens Inc. AR | 32,681 | $756K | 0.0% | +55.2% | 0.077% | |
10/28/2024 | Pacific Wealth Strategies Group Inc. | 80,606 | $1.86M | 1.4% | +18.2% | 0.189% | |
10/28/2024 | Reston Wealth Management LLC | 6,676 | $154K | 0.1% | N/A | 0.016% | |
10/28/2024 | IRON Financial LLC | 25,414 | $588K | 0.3% | -29.2% | 0.060% | |
10/25/2024 | SFE Investment Counsel | 267,508 | $6.19M | 1.3% | -3.4% | 0.628% | |
10/24/2024 | Sound Stewardship LLC | 49,451 | $1.14M | 0.6% | +2.5% | 0.116% | |
10/24/2024 | J.W. Cole Advisors Inc. | 24,282 | $561K | 0.0% | +112.1% | 0.057% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 41,156 | $952K | 0.0% | +316.0% | 0.097% | |
10/24/2024 | Consolidated Portfolio Review Corp | 18,479 | $427K | 0.1% | +4.9% | 0.043% | |
10/24/2024 | Masso Torrence Wealth Management Inc. | 35,802 | $828K | 0.4% | -17.5% | 0.084% | |
10/22/2024 | Rebalance LLC | 77,196 | $1.79M | 0.1% | -18.7% | 0.181% | |
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10/22/2024 | Sterling Financial Group Inc. | 788,090 | $18.22M | 7.8% | +0.4% | 1.850% | |
10/22/2024 | Private Advisor Group LLC | 136,351 | $3.15M | 0.0% | +4.5% | 0.320% | |
10/22/2024 | Segment Wealth Management LLC | 41,863 | $968K | 0.1% | -22.9% | 0.098% | |
10/22/2024 | Leo Wealth LLC | 58,380 | $1.35M | 0.1% | +33.2% | 0.137% | |
10/21/2024 | Foundations Investment Advisors LLC | 16,247 | $376K | 0.0% | +25.9% | 0.038% | |
10/21/2024 | Koss Olinger Consulting LLC | 17,064 | $395K | 0.0% | +3.4% | 0.040% | |
10/18/2024 | AA Financial Advisors LLC | 221,006 | $5.11M | 1.5% | +34.0% | 0.519% | |
10/18/2024 | Raymond James & Associates | 173,796 | $4.02M | 0.0% | -17.3% | 0.408% | |
10/18/2024 | Net Worth Advisory Group | 13,341 | $308K | 0.1% | N/A | 0.031% | |
10/17/2024 | Fusion Family Wealth LLC | 119,504 | $2.76M | 0.3% | +8.1% | 0.281% | |
10/17/2024 | BCS Wealth Management | 25,026 | $579K | 0.2% | +10.5% | 0.059% | |
10/16/2024 | Quad Cities Investment Group LLC | 19,335 | $447K | 0.2% | +3.5% | 0.045% | |
10/16/2024 | Ironwood Financial llc | 455,270 | $10.53M | 2.2% | +9.3% | 1.069% | |
10/16/2024 | Legacy Financial Group LLC | 277,019 | $6.41M | 1.2% | -18.8% | 0.631% | |
10/11/2024 | Stablepoint Partners LLC | 273,613 | $6.33M | 1.2% | +7.9% | 0.625% | |
10/10/2024 | Carnegie Investment Counsel | 54,150 | $1.25M | 0.0% | -22.5% | 0.124% | |
10/10/2024 | CRA Financial Services LLC | 33,612 | $777K | 0.1% | +69.4% | 0.077% | |
10/10/2024 | Evexia Wealth LLC | 94,957 | $2.19M | 0.8% | +16.9% | 0.217% | |
10/9/2024 | Private Advisory Group LLC | 21,710 | $502K | 0.1% | -3.1% | 0.050% | |
10/8/2024 | CWM LLC | 22,992 | $532K | 0.0% | -83.0% | 0.052% | |
10/8/2024 | Brookstone Capital Management | 35,867 | $829K | 0.0% | +2.6% | 0.082% | |
10/8/2024 | Atomi Financial Group Inc. | 56,949 | $1.32M | 0.1% | +40.8% | 0.130% | |
10/7/2024 | GAMMA Investing LLC | 8,592 | $199K | 0.0% | -11.1% | 0.020% | |
10/5/2024 | Collective Family Office LLC | 621,767 | $14.38M | 3.9% | +60.0% | 1.420% | |
10/5/2024 | Mirador Capital Partners LP | 2,799,727 | $64.73M | 11.6% | +86.5% | 6.392% | |
10/3/2024 | Private Client Services LLC | 134,284 | $3.11M | 1.7% | +6.0% | 0.314% | |
10/3/2024 | Park Avenue Securities LLC | 225,133 | $5.21M | 0.1% | +61.9% | 0.526% | |
8/22/2024 | Cetera Investment Advisers | 1,215,835 | $27.86M | 0.1% | +12.3% | 2.841% | |
8/21/2024 | Advisory Alpha LLC | 306,348 | $7.02M | 0.3% | +7.6% | 0.716% | |
8/16/2024 | NewEdge Advisors LLC | 54,980 | $1.26M | 0.0% | +3.9% | 0.128% | |
8/16/2024 | Straight Path Wealth Management | 18,403 | $422K | 0.2% | +12.8% | 0.043% | |
8/15/2024 | Delta Investment Management LLC | 222,839 | $5.11M | 1.1% | N/A | 0.521% | |
8/14/2024 | Certified Advisory Corp | 15,999 | $367K | 0.0% | +7.1% | 0.037% | |
8/13/2024 | Thrivent Financial for Lutherans | 90,111 | $2.06M | 0.0% | +286.0% | 0.211% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 2,320 | $53K | 0.0% | +26.0% | 0.005% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 99,772 | $2.29M | 0.8% | +22.8% | 0.233% | |
8/12/2024 | Altrius Capital Management Inc | 41,734 | $956K | 0.3% | -6.6% | 0.098% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 325,971 | $7.47M | 0.0% | +19.6% | 0.762% | |
8/12/2024 | RPg Family Wealth Advisory LLC | 120,119 | $2.75M | 0.9% | -2.0% | 0.281% | |
8/9/2024 | American Planning Services Inc. | 15,303 | $351K | 0.2% | +50.0% | 0.036% | |
8/8/2024 | J.W. Cole Advisors Inc. | 11,450 | $262K | 0.0% | N/A | 0.027% | |
8/8/2024 | Envestnet Asset Management Inc. | 778,499 | $17.84M | 0.0% | +15.5% | 1.819% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 132,528 | $3.04M | 1.1% | +17.3% | 0.310% | |
8/7/2024 | Seaview Investment Managers LLC | 9,470 | $217K | 0.1% | N/A | 0.022% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 91,185 | $2.09M | 0.1% | -56.3% | 0.213% | |
8/6/2024 | Werba Rubin Papier Wealth Management | 165,877 | $3.80M | 1.0% | +0.9% | 0.388% | |
8/6/2024 | Koss Olinger Consulting LLC | 16,505 | $378K | 0.0% | N/A | 0.039% | |
8/6/2024 | SFE Investment Counsel | 276,906 | $6.34M | 1.4% | -0.7% | 0.647% | |
8/5/2024 | Private Advisor Group LLC | 130,436 | $2.99M | 0.0% | +4.6% | 0.305% | |
8/5/2024 | Denver PWM LLC | 29,021 | $665K | 0.3% | -11.2% | 0.068% | |
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8/2/2024 | Stablepoint Partners LLC | 253,596 | $5.83M | 1.0% | +16.3% | 0.593% | |
8/2/2024 | Larson Financial Group LLC | 15,394 | $353K | 0.0% | -41.7% | 0.036% | |
8/2/2024 | Foundations Investment Advisors LLC | 12,901 | $296K | 0.0% | +27.0% | 0.030% | |
8/2/2024 | Founders Financial Securities LLC | 12,550 | $288K | 0.0% | -49.4% | 0.029% | |
8/1/2024 | Consolidated Portfolio Review Corp | 17,624 | $404K | 0.1% | +10.6% | 0.042% | |
7/31/2024 | Aptus Capital Advisors LLC | 2,173 | $50K | 0.0% | N/A | 0.005% | |
7/31/2024 | Evexia Wealth LLC | 81,253 | $1.87M | 0.5% | +98.8% | 0.192% | |
7/31/2024 | Commonwealth Equity Services LLC | 251,413 | $5.76M | 0.0% | +27.7% | 0.593% | |
7/30/2024 | WESPAC Advisors LLC | 15,453 | $354K | 0.3% | -48.6% | 0.036% | |
7/30/2024 | Key Financial Inc | 37,624 | $862K | 0.2% | +36.2% | 0.089% | |