11/20/2024 | Westside Investment Management Inc. | 118,079 | $5.56M | 1.2% | -0.5% | 0.016% | |
11/19/2024 | Invst LLC | 988,793 | $46.59M | 5.6% | +1.3% | 0.137% | |
11/18/2024 | Rehmann Capital Advisory Group | 13,603 | $641K | 0.0% | +7.5% | 0.002% | |
11/18/2024 | TD Private Client Wealth LLC | 11,490 | $541K | 0.0% | +104.0% | 0.002% | |
11/18/2024 | Hobbs Group Advisors LLC | 1,083 | $51K | 0.0% | N/A | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 61,573 | $2.90M | 0.2% | -19.8% | 0.009% | |
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11/18/2024 | Sunbelt Securities Inc. | 17,760 | $837K | 0.1% | +29.3% | 0.002% | |
11/18/2024 | Coldstream Capital Management Inc. | 47,235 | $2.23M | 0.0% | +12.0% | 0.007% | |
11/15/2024 | High Falls Advisors Inc | 1,434,311 | $67.59M | 15.5% | +15.9% | 0.198% | |
11/15/2024 | Continuum Advisory LLC | 62,287 | $2.84M | 0.4% | +6.7% | 0.009% | |
11/15/2024 | EWA LLC | 207,972 | $9.47M | 3.4% | +41.2% | 0.029% | |
11/15/2024 | MML Investors Services LLC | 8,454,621 | $398.38M | 1.5% | +22.2% | 1.168% | |
11/15/2024 | Orion Portfolio Solutions LLC | 825,905 | $38.92M | 0.9% | +0.6% | 0.114% | |
11/15/2024 | EP Wealth Advisors LLC | 12,471 | $588K | 0.0% | +36.0% | 0.002% | |
11/15/2024 | Jane Street Group LLC | 344,599 | $16.24M | 0.0% | +414.6% | 0.048% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 99,673 | $4.70M | 0.0% | N/A | 0.014% | |
11/15/2024 | Stifel Financial Corp | 3,163,799 | $149.08M | 0.2% | +21.7% | 0.437% | |
11/15/2024 | SWAN Capital LLC | 527 | $25K | 0.0% | N/A | 0.000% | |
11/15/2024 | Swmg LLC | 124,407 | $5.67M | 2.3% | -4.7% | 0.017% | |
11/15/2024 | SageView Advisory Group LLC | 20,647 | $973K | 0.0% | -4.2% | 0.003% | |
11/15/2024 | Redwood Investment Management LLC | 91,995 | $4.34M | 0.4% | +36.1% | 0.013% | |
11/15/2024 | Resurgent Financial Advisors LLC | 48,600 | $2.29M | 1.3% | +26.4% | 0.007% | |
11/15/2024 | IHT Wealth Management LLC | 24,309 | $1.15M | 0.0% | +293.0% | 0.003% | |
11/15/2024 | Integrated Wealth Concepts LLC | 1,333,476 | $62.83M | 0.8% | -12.7% | 0.184% | |
11/15/2024 | HighTower Advisors LLC | 637,286 | $30.02M | 0.0% | +20.4% | 0.088% | |
11/15/2024 | Ascent Group LLC | 27,573 | $1.30M | 0.1% | -20.4% | 0.004% | |
11/15/2024 | Benjamin Edwards Inc. | 20,924 | $986K | 0.0% | N/A | 0.003% | |
11/15/2024 | Kestra Investment Management LLC | 4,620,587 | $217.72M | 9.4% | +62.3% | 0.638% | |
11/14/2024 | Semmax Financial Advisors Inc. | 32,909 | $1.50M | 0.4% | +33.8% | 0.005% | |
11/14/2024 | Tradition Wealth Management LLC | 179,422 | $8.45M | 0.8% | +18.1% | 0.025% | |
11/14/2024 | Edgestream Partners L.P. | 33,596 | $1.58M | 0.1% | N/A | 0.005% | |
11/14/2024 | TRUE Private Wealth Advisors | 149,682 | $7.05M | 0.8% | +9.8% | 0.021% | |
11/14/2024 | Flow Traders U.S. LLC | 12,430 | $586K | 0.0% | N/A | 0.002% | |
11/14/2024 | Captrust Financial Advisors | 107,538 | $5.07M | 0.0% | +99.1% | 0.015% | |
11/14/2024 | Atlantic Union Bankshares Corp | 7,204 | $339K | 0.0% | -29.4% | 0.001% | |
11/14/2024 | Icon Wealth Advisors LLC | 1,285,923 | $60.59M | 5.0% | +22.5% | 0.178% | |
11/14/2024 | Rockefeller Capital Management L.P. | 123,269 | $5.81M | 0.0% | -2.1% | 0.017% | |
11/14/2024 | Financial Counselors Inc. | 9,175 | $432K | 0.0% | N/A | 0.001% | |
11/14/2024 | Fiduciary Trust Co | 17,493 | $824K | 0.0% | +111.0% | 0.002% | |
11/14/2024 | Stone House Investment Management LLC | 1,206,989 | $56.87M | 11.7% | +18.5% | 0.167% | |
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11/14/2024 | True Vision MN LLC | 445,425 | $20.99M | 12.3% | +21.6% | 0.062% | |
11/14/2024 | CreativeOne Wealth LLC | 2,437,917 | $114.88M | 3.9% | +107.9% | 0.337% | |
11/13/2024 | Freedom Investment Management Inc. | 6,249 | $294K | 0.0% | +4.7% | 0.001% | |
11/13/2024 | Insight Wealth Partners LLC | 11,474 | $541K | 0.1% | +22.9% | 0.002% | |
11/13/2024 | Townsquare Capital LLC | 254,072 | $11.97M | 0.1% | +18.1% | 0.035% | |
11/13/2024 | Cadence Bank | 5,332 | $251K | 0.0% | +5.5% | 0.001% | |
11/13/2024 | FMR LLC | 1,396,144 | $65.79M | 0.0% | -9.9% | 0.193% | |
11/13/2024 | D.A. Davidson & CO. | 241,415 | $11.38M | 0.1% | -4.0% | 0.033% | |
11/13/2024 | Elios Financial Group Inc. | 50,378 | $2.37M | 1.1% | N/A | 0.007% | |
11/13/2024 | Private Trust Co. NA | 59,020 | $2.78M | 0.3% | +64.1% | 0.008% | |
11/13/2024 | Fisher Asset Management LLC | 4,454 | $210K | 0.0% | -16.6% | 0.001% | |
11/12/2024 | Capital Investment Counsel LLC | 7,870 | $371K | 0.1% | -63.9% | 0.001% | |
11/12/2024 | Cahill Financial Advisors Inc. | 20,978 | $989K | 0.1% | +2.2% | 0.003% | |
11/12/2024 | Centaurus Financial Inc. | 23,186 | $1.09M | 0.1% | +458.4% | 0.003% | |
11/12/2024 | Kingsview Wealth Management LLC | 14,858 | $700K | 0.0% | +119.7% | 0.002% | |
11/12/2024 | Optivise Advisory Services LLC | 52,362 | $2.47M | 1.3% | N/A | 0.007% | |
11/12/2024 | Great Valley Advisor Group Inc. | 59,011 | $2.78M | 0.1% | N/A | 0.008% | |
11/12/2024 | Flagstar Advisors Inc. | 21,367 | $1.01M | 0.3% | +14.6% | 0.003% | |
11/12/2024 | Stonebrook Private Inc. | 10,421 | $491K | 0.1% | -85.3% | 0.001% | |
11/12/2024 | Meridian Wealth Management LLC | 8,969 | $423K | 0.0% | +4.8% | 0.001% | |
11/12/2024 | Nwam LLC | 65,522 | $3.09M | 0.2% | N/A | 0.009% | |
11/12/2024 | Icon Wealth Advisors LLC | 1,905 | $90K | 0.0% | -99.8% | 0.000% | |
11/12/2024 | GM Advisory Group LLC | 721,384 | $33.99M | 2.0% | -4.0% | 0.100% | |
11/12/2024 | CFS Investment Advisory Services LLC | 639,894 | $30.15M | 2.5% | +20.0% | 0.088% | |
11/12/2024 | Concorde Asset Management LLC | 102,098 | $4.81M | 2.7% | +44.8% | 0.014% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 9,548 | $450K | 0.0% | +39.1% | 0.001% | |
11/9/2024 | LPL Financial LLC | 39,330,716 | $1.85B | 0.8% | +20.3% | 5.433% | |
11/8/2024 | EverSource Wealth Advisors LLC | 44,957 | $2.12M | 0.1% | -28.8% | 0.006% | |
11/8/2024 | Moors & Cabot Inc. | 26,521 | $1.25M | 0.1% | +8.9% | 0.004% | |
11/8/2024 | Darwin Wealth Management LLC | 684 | $32K | 0.0% | N/A | 0.000% | |
11/8/2024 | Retireful LLC | 32,220 | $1.52M | 1.1% | N/A | 0.004% | |
11/8/2024 | First Horizon Advisors Inc. | 321,139 | $15.13M | 0.4% | +32.6% | 0.044% | |
11/8/2024 | R. W. Roge & Company Inc. | 188,362 | $8.88M | 4.7% | -7.4% | 0.026% | |
11/8/2024 | Commerce Bank | 5,251 | $247K | 0.0% | N/A | 0.001% | |
11/8/2024 | Strategy Asset Managers LLC | 73,708 | $3.47M | 0.7% | N/A | 0.010% | |
11/8/2024 | Kraft Davis & Associates LLC | 82,799 | $3.79M | 1.1% | -0.3% | 0.011% | |
11/8/2024 | Avior Wealth Management LLC | 10,000 | $471K | 0.0% | -35.0% | 0.001% | |
11/8/2024 | PNC Financial Services Group Inc. | 1,417,064 | $66.77M | 0.0% | -1.2% | 0.196% | |
11/8/2024 | Spectrum Planning & Advisory Services Inc. | 129,179 | $6.09M | 5.9% | -16.8% | 0.018% | |
11/8/2024 | Equita Financial Network Inc. | 13,338 | $628K | 0.2% | N/A | 0.002% | |
11/8/2024 | Prospera Financial Services Inc | 10,208 | $481K | 0.0% | +32.3% | 0.001% | |
11/7/2024 | Vertex Planning Partners LLC | 58,378 | $2.75M | 0.7% | +28.5% | 0.008% | |
11/7/2024 | Semus Wealth Partners LLC | 21,325 | $1.01M | 0.7% | +81.1% | 0.003% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 5,213 | $246K | 0.2% | N/A | 0.001% | |
11/7/2024 | CAP Partners LLC | 39,409 | $1.86M | 1.4% | +15.3% | 0.005% | |
11/7/2024 | Theory Financial LLC | 142,168 | $6.52M | 2.5% | +34.8% | 0.020% | |
11/7/2024 | EQ LLC | 33,778 | $1.59M | 0.8% | +43.4% | 0.005% | |
11/7/2024 | Phillips Financial Management LLC | 48,120 | $2.27M | 0.2% | -12.1% | 0.007% | |
11/7/2024 | Pettinga Financial Advisors LLC | 119,549 | $5.63M | 1.3% | +607.4% | 0.017% | |
11/7/2024 | Gilbert & Cook Inc. | 4,344 | $205K | 0.0% | N/A | 0.001% | |
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11/7/2024 | Thrivent Financial for Lutherans | 1,663,054 | $78.36M | 0.1% | +91.2% | 0.230% | |
11/7/2024 | Claro Advisors LLC | 335,101 | $15.79M | 2.0% | +49.4% | 0.046% | |
11/7/2024 | Peterson Financial Group Inc. | 627 | $30K | 0.1% | N/A | 0.000% | |
11/6/2024 | Maxwell Wealth Strategies Inc. | 72,098 | $3.30M | 1.4% | +7.9% | 0.010% | |
11/6/2024 | Evolution Wealth Advisors LLC | 65,433 | $3.08M | 0.6% | +9.8% | 0.009% | |
11/6/2024 | TSA Wealth Managment LLC | 267,804 | $12.62M | 5.1% | -0.8% | 0.037% | |
11/6/2024 | OneDigital Investment Advisors LLC | 8,539,338 | $402.37M | 4.6% | +19.3% | 1.180% | |
11/6/2024 | Diversified Portfolios Inc. | 702,030 | $33.08M | 3.7% | -23.4% | 0.097% | |
11/6/2024 | Lifeworks Advisors LLC | 24,145 | $1.14M | 0.2% | +23.5% | 0.003% | |
11/6/2024 | Intelligence Driven Advisers LLC | 1,208,538 | $56.95M | 8.1% | +0.1% | 0.167% | |