11/1/2024 | Rovin Capital UT ADV | 178,383 | $4.18M | 1.5% | +8.2% | 0.546% | |
10/29/2024 | Janney Montgomery Scott LLC | 42,759 | $1.00M | 0.0% | -2.0% | 0.132% | |
10/29/2024 | Key Financial Inc | 31,223 | $732K | 0.2% | +16.9% | 0.096% | |
10/28/2024 | Stephens Inc. AR | 30,464 | $715K | 0.0% | +60.9% | 0.094% | |
10/28/2024 | Pacific Wealth Strategies Group Inc. | 10,700 | $251K | 0.2% | N/A | 0.033% | |
10/28/2024 | Reston Wealth Management LLC | 6,648 | $156K | 0.1% | N/A | 0.020% | |
|
10/28/2024 | IRON Financial LLC | 31,117 | $730K | 0.4% | -25.1% | 0.096% | |
10/25/2024 | MONECO Advisors LLC | 23,159 | $543K | 0.1% | -40.8% | 0.072% | |
10/25/2024 | SFE Investment Counsel | 308,774 | $7.24M | 1.5% | -3.5% | 0.959% | |
10/24/2024 | Sound Stewardship LLC | 48,522 | $1.14M | 0.6% | +1.8% | 0.151% | |
10/24/2024 | J.W. Cole Advisors Inc. | 12,045 | $283K | 0.0% | N/A | 0.037% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 33,621 | $789K | 0.0% | +187.3% | 0.104% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 63,412 | $1.49M | 0.1% | -20.8% | 0.197% | |
10/22/2024 | Rebalance LLC | 96,385 | $2.26M | 0.2% | +5.5% | 0.299% | |
10/22/2024 | Private Advisor Group LLC | 86,245 | $2.02M | 0.0% | +26.0% | 0.268% | |
10/22/2024 | Segment Wealth Management LLC | 58,862 | $1.38M | 0.1% | -2.3% | 0.183% | |
10/22/2024 | Leo Wealth LLC | 12,911 | $303K | 0.0% | N/A | 0.040% | |
10/21/2024 | Foundations Investment Advisors LLC | 10,339 | $243K | 0.0% | N/A | 0.032% | |
10/21/2024 | AIFG Consultants Ltd. | 289,890 | $6.80M | 5.2% | +7.3% | 0.900% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 56,681 | $1.33M | 0.3% | +13.4% | 0.178% | |
10/18/2024 | AA Financial Advisors LLC | 22,840 | $536K | 0.2% | +15.4% | 0.072% | |
10/18/2024 | Net Worth Advisory Group | 13,462 | $316K | 0.1% | N/A | 0.042% | |
10/16/2024 | Quad Cities Investment Group LLC | 17,110 | $401K | 0.2% | -8.4% | 0.054% | |
10/16/2024 | Ironwood Financial llc | 458,025 | $10.74M | 2.3% | +12.1% | 1.436% | |
10/16/2024 | Legacy Financial Group LLC | 720,672 | $16.90M | 3.3% | +1.8% | 2.378% | |
10/11/2024 | Stablepoint Partners LLC | 100,396 | $2.36M | 0.4% | +47.4% | 0.334% | |
10/10/2024 | Carnegie Investment Counsel | 65,825 | $1.54M | 0.0% | -22.5% | 0.219% | |
10/10/2024 | CRA Financial Services LLC | 11,085 | $260K | 0.0% | N/A | 0.037% | |
10/10/2024 | Evexia Wealth LLC | 23,152 | $542K | 0.2% | +15.9% | 0.077% | |
10/9/2024 | Private Advisory Group LLC | 21,711 | $509K | 0.1% | -3.8% | 0.072% | |
10/8/2024 | CWM LLC | 520,856 | $12.22M | 0.1% | +21.6% | 1.730% | |
10/8/2024 | Brookstone Capital Management | 27,384 | $642K | 0.0% | +3.4% | 0.091% | |
10/8/2024 | Atomi Financial Group Inc. | 47,809 | $1.12M | 0.1% | +51.7% | 0.159% | |
10/7/2024 | GAMMA Investing LLC | 22,796 | $535K | 0.1% | +48.5% | 0.076% | |
10/5/2024 | Collective Family Office LLC | 188,060 | $4.41M | 1.2% | +237.8% | 0.631% | |
10/5/2024 | Mirador Capital Partners LP | 179,838 | $4.22M | 0.8% | +892.2% | 0.603% | |
8/22/2024 | Cetera Investment Advisers | 1,029,338 | $23.74M | 0.1% | +17.9% | 4.069% | |
8/21/2024 | Advisory Alpha LLC | 231,271 | $5.33M | 0.2% | +6.1% | 0.914% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,807 | $65K | 0.0% | +20.2% | 0.011% | |
8/16/2024 | NewEdge Advisors LLC | 54,307 | $1.25M | 0.0% | +4.6% | 0.215% | |
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8/13/2024 | Benjamin F. Edwards & Company Inc. | 2,150 | $50K | 0.0% | +28.4% | 0.008% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 18,580 | $429K | 0.2% | +158.4% | 0.073% | |
8/12/2024 | Altrius Capital Management Inc | 85,215 | $1.97M | 0.5% | +17.7% | 0.337% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 318,219 | $7.34M | 0.0% | +23.0% | 1.258% | |
8/12/2024 | RPg Family Wealth Advisory LLC | 120,057 | $2.77M | 0.9% | -2.1% | 0.475% | |
8/8/2024 | Envestnet Asset Management Inc. | 332,970 | $7.68M | 0.0% | +17.8% | 1.316% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 140,498 | $3.24M | 0.2% | N/A | 0.555% | |
8/6/2024 | Werba Rubin Papier Wealth Management | 50,003 | $1.15M | 0.3% | +115.8% | 0.198% | |
8/6/2024 | Koss Olinger Consulting LLC | 14,725 | $340K | 0.0% | N/A | 0.058% | |
8/6/2024 | SFE Investment Counsel | 320,043 | $7.38M | 1.6% | +3.1% | 1.265% | |
8/5/2024 | Private Advisor Group LLC | 68,441 | $1.58M | 0.0% | +19.4% | 0.271% | |
8/5/2024 | Denver PWM LLC | 3,105 | $72K | 0.0% | N/A | 0.012% | |
8/2/2024 | Stablepoint Partners LLC | 68,090 | $1.58M | 0.3% | +323.8% | 0.269% | |
8/2/2024 | GPM Growth Investors Inc. | 159,067 | $3.67M | 1.6% | N/A | 0.629% | |
8/2/2024 | Larson Financial Group LLC | 116,266 | $2.68M | 0.2% | +246.9% | 0.460% | |
7/31/2024 | Evexia Wealth LLC | 19,982 | $464K | 0.1% | +82.6% | 0.080% | |
7/31/2024 | Commonwealth Equity Services LLC | 153,424 | $3.54M | 0.0% | +36.9% | 0.614% | |
7/30/2024 | WESPAC Advisors LLC | 11,968 | $276K | 0.2% | -47.2% | 0.048% | |
7/30/2024 | Key Financial Inc | 26,703 | $616K | 0.1% | +62.9% | 0.107% | |
7/29/2024 | IRON Financial LLC | 41,529 | $958K | 0.5% | -2.1% | 0.166% | |
7/29/2024 | AIFG Consultants Ltd. | 270,194 | $6.23M | 4.6% | -5.9% | 1.081% | |
7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 4,610 | $106K | 0.0% | +10.9% | 0.018% | |
7/29/2024 | 4Thought Financial Group Inc. | 21,612 | $498K | 0.3% | +10.2% | 0.086% | |
7/26/2024 | Atomi Financial Group Inc. | 31,511 | $727K | 0.1% | N/A | 0.127% | |
7/23/2024 | Private Advisory Group LLC | 22,580 | $521K | 0.1% | +15.5% | 0.091% | |
7/22/2024 | Atria Wealth Solutions Inc. | 37,122 | $856K | 0.0% | -18.5% | 0.150% | |
7/22/2024 | Horizons Wealth Management | 13,116 | $305K | 0.2% | +134.9% | 0.053% | |
7/22/2024 | Carnegie Investment Counsel | 84,957 | $1.96M | 0.1% | -4.4% | 0.353% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 579,010 | $13.36M | 0.0% | N/A | 2.403% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 80,091 | $1.85M | 0.1% | -1.8% | 0.332% | |
7/19/2024 | MONECO Advisors LLC | 39,122 | $902K | 0.1% | -11.8% | 0.162% | |
7/19/2024 | Ironwood Wealth Management LLC. | 408,602 | $9.42M | 2.8% | +4.5% | 1.357% | |
7/19/2024 | Raymond James & Associates | 85,515 | $1.97M | 0.0% | +14.6% | 0.355% | |
7/18/2024 | Gradient Investments LLC | 8,021 | $185K | 0.0% | -13.7% | 0.033% | |
7/18/2024 | Insight Wealth Partners LLC | 567,162 | $13.08M | 2.3% | -1.8% | 2.353% | |
7/18/2024 | Brookstone Capital Management | 26,479 | $617K | 0.0% | -11.3% | 0.110% | |
7/18/2024 | Rovin Capital UT ADV | 164,921 | $3.80M | 1.6% | +4.8% | 0.684% | |
7/18/2024 | S.E.E.D. Planning Group LLC | 83,639 | $1.93M | 0.7% | -2.4% | 0.347% | |
7/17/2024 | Ballew Advisors Inc | 25,855 | $602K | 0.4% | -47.0% | 0.108% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 11,704 | $270K | 0.0% | +28.5% | 0.049% | |
7/16/2024 | BCS Wealth Management | 8,672 | $200K | 0.1% | N/A | 0.036% | |
7/16/2024 | AA Financial Advisors LLC | 19,798 | $457K | 0.2% | +87.0% | 0.083% | |
7/13/2024 | Mirador Capital Partners LP | 18,126 | $418K | 0.1% | N/A | 0.076% | |
7/12/2024 | Diversify Advisory Services LLC | 16,273 | $377K | 0.0% | N/A | 0.068% | |
7/12/2024 | Rebalance LLC | 91,400 | $2.11M | 0.2% | +20.6% | 0.384% | |
7/10/2024 | CWM LLC | 428,302 | $9.88M | 0.0% | +15.7% | 1.800% | |
7/5/2024 | Collective Family Office LLC | 55,665 | $1.28M | 0.4% | N/A | 0.238% | |
7/2/2024 | GAMMA Investing LLC | 15,349 | $354K | 0.0% | N/A | 0.070% | |
5/24/2024 | Cetera Advisors LLC | 475,038 | $11.01M | 0.1% | +26.6% | 2.179% | |
5/24/2024 | Cetera Investment Advisers | 873,282 | $20.24M | 0.0% | N/A | 4.006% | |
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5/17/2024 | Comerica Bank | 23,631 | $548K | 0.0% | +50.1% | 0.108% | |
5/16/2024 | Jane Street Group LLC | 412,520 | $9.56M | 0.0% | +7.7% | 1.892% | |
5/13/2024 | Goepper Burkhardt LLC | 8,700 | $201K | 0.1% | N/A | 0.040% | |
5/9/2024 | Orion Portfolio Solutions LLC | 45,511 | $1.06M | 0.0% | +11.7% | 0.209% | |
5/9/2024 | Camelot Portfolios LLC | 83,131 | $1.93M | 1.9% | -29.9% | 0.381% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 27,906 | $647K | 0.0% | +4.4% | 0.128% | |
5/6/2024 | Advisory Alpha LLC | 218,009 | $5.05M | 0.2% | +13.6% | 1.000% | |
5/4/2024 | Geneos Wealth Management Inc. | 25,781 | $598K | 0.0% | +26.4% | 0.118% | |
5/3/2024 | Larson Financial Group LLC | 33,517 | $777K | 0.1% | +2,568.6% | 0.154% | |
5/3/2024 | AA Financial Advisors LLC | 10,588 | $245K | 0.1% | N/A | 0.049% | |