11/15/2024 | High Falls Advisors Inc | 12,211 | $242K | 0.1% | -25.8% | 0.027% | |
11/15/2024 | Continuum Advisory LLC | 70,761 | $1.34M | 0.2% | +3.0% | 0.159% | |
11/15/2024 | MML Investors Services LLC | 235,390 | $4.66M | 0.0% | +0.7% | 0.528% | |
11/15/2024 | Jane Street Group LLC | 49,335 | $976K | 0.0% | -61.2% | 0.111% | |
11/15/2024 | Stifel Financial Corp | 26,867 | $531K | 0.0% | -15.6% | 0.060% | |
11/15/2024 | HighTower Advisors LLC | 188,849 | $3.73M | 0.0% | +0.9% | 0.424% | |
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11/15/2024 | Cheviot Value Management LLC | 66,189 | $1.31M | 0.2% | -16.9% | 0.149% | |
11/14/2024 | Flow Traders U.S. LLC | 124,128 | $2.46M | 0.1% | +495.5% | 0.279% | |
11/14/2024 | Captrust Financial Advisors | 12,079 | $239K | 0.0% | +8.8% | 0.027% | |
11/14/2024 | Rockefeller Capital Management L.P. | 14,361 | $284K | 0.0% | -4.6% | 0.032% | |
11/13/2024 | Townsquare Capital LLC | 29,082 | $575K | 0.0% | N/A | 0.065% | |
11/13/2024 | FMR LLC | 6,806 | $135K | 0.0% | +50.7% | 0.015% | |
11/8/2024 | First Horizon Advisors Inc. | 222,002 | $4.39M | 0.1% | -38.9% | 0.498% | |
11/7/2024 | GLOBALT Investments LLC GA | 40,627 | $804K | 0.0% | -2.6% | 0.091% | |
11/1/2024 | Atria Investments Inc | 130,154 | $2.57M | 0.0% | -10.3% | 0.292% | |
10/30/2024 | Balentine LLC | 2,406 | $48K | 0.0% | N/A | 0.005% | |
10/28/2024 | Focus Financial Network Inc. | 225,077 | $4.45M | 0.2% | -0.7% | 0.505% | |
10/28/2024 | Stephens Inc. AR | 12,034 | $238K | 0.0% | +11.1% | 0.027% | |
10/25/2024 | Eagle Strategies LLC | 70,635 | $1.40M | 0.3% | -49.4% | 0.158% | |
10/24/2024 | GHP Investment Advisors Inc. | 2,386 | $47K | 0.0% | -76.0% | 0.005% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 19,756 | $391K | 0.0% | +30.5% | 0.044% | |
10/23/2024 | Parcion Private Wealth LLC | 74,103 | $1.47M | 0.1% | -4.1% | 0.166% | |
10/22/2024 | Private Advisor Group LLC | 66,759 | $1.32M | 0.0% | +2.2% | 0.149% | |
10/21/2024 | Kaye Capital Management | 1,011,232 | $20.00M | 8.0% | +0.6% | 2.260% | |
10/18/2024 | Raymond James & Associates | 242,002 | $4.79M | 0.0% | -0.8% | 0.541% | |
10/18/2024 | Capital Investment Advisors LLC | 57,678 | $1.14M | 0.0% | -1.2% | 0.129% | |
10/17/2024 | BCS Wealth Management | 34,800 | $688K | 0.3% | N/A | 0.078% | |
10/9/2024 | Morton Capital Management LLC CA | 109,523 | $2.17M | 0.4% | -25.3% | 0.245% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 938,488 | $18.56M | 1.8% | +3.6% | 2.100% | |
9/5/2024 | Sanctuary Advisors LLC | 129,412 | $2.32M | 0.0% | N/A | 0.282% | |
8/22/2024 | Cetera Investment Advisers | 122,995 | $2.20M | 0.0% | -13.5% | 0.268% | |
8/21/2024 | Truist Financial Corp | 12,479 | $224K | 0.0% | N/A | 0.027% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 30,930 | $554K | 0.0% | +13.9% | 0.067% | |
8/16/2024 | NewEdge Advisors LLC | 95,484 | $1.71M | 0.0% | -0.9% | 0.208% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 233,665 | $4.19M | 0.0% | -21.7% | 0.508% | |
8/16/2024 | Silver Lake Advisory LLC | 379,002 | $6.79M | 1.0% | +2.7% | 0.824% | |
8/16/2024 | Creative Planning | 115,963 | $2.08M | 0.0% | +1.1% | 0.252% | |
8/16/2024 | Magnolia Capital Advisors LLC | 18,171 | $326K | 0.0% | -5.4% | 0.040% | |
8/16/2024 | Susquehanna International Group LLP | 197,515 | $3.54M | 0.0% | +67.3% | 0.430% | |
8/14/2024 | Bank of Montreal Can | 70,898 | $1.27M | 0.0% | N/A | 0.154% | |
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8/13/2024 | Legacy Financial Advisors Inc. | 43,729 | $784K | 0.1% | -3.2% | 0.095% | |
8/13/2024 | Garden State Investment Advisory Services LLC | 10,604 | $190K | 0.1% | -97.7% | 0.023% | |
8/8/2024 | Envestnet Asset Management Inc. | 260,555 | $4.67M | 0.0% | -8.4% | 0.567% | |
8/8/2024 | GHP Investment Advisors Inc. | 9,947 | $178K | 0.0% | -16.1% | 0.022% | |
8/8/2024 | Eagle Strategies LLC | 139,480 | $2.50M | 0.5% | +19.9% | 0.303% | |
8/8/2024 | LPL Financial LLC | 2,040,233 | $36.56M | 0.0% | -7.0% | 4.438% | |
8/7/2024 | Cahill Financial Advisors Inc. | 233,383 | $4.18M | 0.6% | +3.2% | 0.508% | |
8/6/2024 | Parcion Private Wealth LLC | 77,298 | $1.39M | 0.1% | -29.1% | 0.168% | |
8/6/2024 | Flynn Zito Capital Management LLC | 23,196 | $416K | 0.2% | -3.5% | 0.050% | |
8/5/2024 | Private Advisor Group LLC | 65,344 | $1.17M | 0.0% | +4.2% | 0.142% | |
8/2/2024 | Aveo Capital Partners LLC | 109,895 | $1.97M | 0.2% | -49.3% | 0.238% | |
8/1/2024 | Drive Wealth Management LLC | 28,893 | $518K | 0.1% | +8.4% | 0.062% | |
8/1/2024 | AAF Wealth Management LLC | 95,711 | $1.72M | 0.9% | -3.8% | 0.207% | |
8/1/2024 | Obermeyer Wood Investment Counsel Lllp | 13,886 | $249K | 0.0% | N/A | 0.030% | |
7/31/2024 | Essex Financial Services Inc. | 21,607 | $387K | 0.0% | -2.4% | 0.047% | |
7/31/2024 | Aptus Capital Advisors LLC | 1,395 | $25K | 0.0% | -27.8% | 0.003% | |
7/31/2024 | Commonwealth Equity Services LLC | 191,134 | $3.43M | 0.0% | +0.6% | 0.413% | |
7/30/2024 | International Assets Investment Management LLC | 2,144 | $38K | 0.0% | N/A | 0.005% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 180,609 | $3.24M | 0.0% | +0.8% | 0.389% | |
7/26/2024 | TFG Advisers LLC | 76,853 | $1.38M | 0.5% | +0.8% | 0.166% | |
7/24/2024 | &PARTNERS | 85,351 | $1.53M | 0.1% | N/A | 0.184% | |
7/23/2024 | H&H Retirement Design & Management INC | 70,682 | $1.33M | 0.8% | +2.0% | 0.152% | |
7/22/2024 | Focus Financial Network Inc. | 226,647 | $4.26M | 0.2% | +5.0% | 0.489% | |
7/20/2024 | First Horizon Advisors Inc. | 363,310 | $6.51M | 0.2% | +5.3% | 0.783% | |
7/20/2024 | Continuum Advisory LLC | 68,709 | $1.23M | 0.2% | -2.0% | 0.148% | |
7/19/2024 | Western Wealth Management LLC | 16,009 | $287K | 0.0% | -12.2% | 0.035% | |
7/19/2024 | Raymond James & Associates | 243,907 | $4.37M | 0.0% | -34.8% | 0.522% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 15,140 | $271K | 0.0% | +8.3% | 0.032% | |
7/16/2024 | PCG Wealth Advisors LLC | 10,512 | $188K | 0.1% | -34.3% | 0.023% | |
7/12/2024 | Morton Capital Management LLC CA | 146,523 | $2.63M | 0.6% | -10.8% | 0.314% | |
7/12/2024 | Capital Investment Advisors LLC | 58,381 | $1.05M | 0.0% | -5.8% | 0.125% | |
7/12/2024 | Accel Wealth Management | 69,185 | $1.24M | 0.5% | +1.0% | 0.148% | |
5/24/2024 | Cetera Advisors LLC | 80,871 | $1.50M | 0.0% | +33.1% | 0.165% | |
5/24/2024 | Cetera Investment Advisers | 142,158 | $2.64M | 0.0% | +151.1% | 0.290% | |
5/21/2024 | Atria Investments Inc | 142,510 | $2.64M | 0.0% | -3.7% | 0.290% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 861,462 | $15.97M | 1.8% | +8.4% | 1.756% | |
5/17/2024 | Investmark Advisory Group LLC | 10,004 | $185K | 0.1% | N/A | 0.021% | |
5/17/2024 | Comerica Bank | 16,994 | $315K | 0.0% | -8.3% | 0.035% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 27,146 | $503K | 0.0% | +63.2% | 0.056% | |
5/16/2024 | High Falls Advisors Inc | 16,422 | $304K | 0.1% | -6.2% | 0.034% | |
5/15/2024 | Kestra Advisory Services LLC | 872,374 | $16.17M | 0.1% | +2.0% | 1.778% | |
5/10/2024 | Osaic Holdings Inc. | 539,741 | $9.98M | 0.0% | -23.7% | 1.100% | |
5/8/2024 | Avantax Advisory Services Inc. | 45,248 | $839K | 0.0% | -42.8% | 0.092% | |
5/8/2024 | Trademark Financial Management LLC | 18,685 | $346K | 0.3% | -23.2% | 0.038% | |
5/2/2024 | Magnolia Capital Advisors LLC | 19,210 | $339K | 0.3% | N/A | 0.039% | |
5/1/2024 | GLOBALT Investments LLC GA | 46,064 | $854K | 0.0% | -5.8% | 0.094% | |
5/1/2024 | Janney Montgomery Scott LLC | 14,744 | $273K | 0.0% | -25.7% | 0.030% | |
5/1/2024 | Flynn Zito Capital Management LLC | 24,027 | $445K | 0.2% | +9.9% | 0.049% | |
4/30/2024 | Private Advisor Group LLC | 62,736 | $1.16M | 0.0% | -54.7% | 0.128% | |
4/29/2024 | Commonwealth Equity Services LLC | 190,058 | $3.52M | 0.0% | -10.1% | 0.387% | |
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4/25/2024 | Cambridge Investment Research Advisors Inc. | 179,226 | $3.32M | 0.0% | +5.6% | 0.358% | |
4/24/2024 | H&H Retirement Design & Management INC | 69,269 | $1.23M | 0.8% | +12.7% | 0.138% | |
4/23/2024 | Global Retirement Partners LLC | 1,507 | $28K | 0.0% | -31.2% | 0.003% | |
4/23/2024 | Silver Lake Advisory LLC | 369,003 | $6.84M | 3.0% | +1.7% | 0.737% | |
4/23/2024 | Principle Wealth Partners LLC | 38,262 | $709K | 0.1% | -14.5% | 0.076% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 397,012 | $7.36M | 0.0% | -18.8% | 0.793% | |
4/22/2024 | Drive Wealth Management LLC | 26,651 | $494K | 0.1% | +17.2% | 0.053% | |
4/22/2024 | Raymond James & Associates | 373,884 | $6.93M | 0.0% | -1.1% | 0.747% | |
4/19/2024 | Kaye Capital Management | 986,302 | $18.29M | 8.0% | -2.9% | 1.967% | |
4/19/2024 | Accel Wealth Management | 68,529 | $1.27M | 0.5% | +17.9% | 0.137% | |