12/10/2024 | DGS Capital Management LLC | 9,749 | $971K | 0.3% | +11.1% | 0.035% | |
11/25/2024 | Sanctuary Advisors LLC | 9,013 | $896K | 0.0% | -92.0% | 0.032% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 16,957 | $1.69M | 0.1% | -45.3% | 0.060% | |
11/18/2024 | Coldstream Capital Management Inc. | 620,884 | $61.83M | 1.3% | +4.7% | 2.210% | |
11/15/2024 | MML Investors Services LLC | 76,321 | $7.60M | 0.0% | +16.5% | 0.272% | |
11/15/2024 | Delos Wealth Advisors LLC | 125,559 | $12.50M | 10.9% | +1.7% | 0.447% | |
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11/15/2024 | Orion Portfolio Solutions LLC | 26,023 | $2.59M | 0.1% | +3.1% | 0.093% | |
11/15/2024 | EP Wealth Advisors LLC | 61,836 | $6.16M | 0.1% | +13.7% | 0.220% | |
11/15/2024 | Jane Street Group LLC | 21,359 | $2.13M | 0.0% | -57.5% | 0.076% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 201,609 | $20.08M | 0.1% | N/A | 0.717% | |
11/15/2024 | Stifel Financial Corp | 17,954 | $1.79M | 0.0% | +35.0% | 0.064% | |
11/15/2024 | Miller Investment Management LP | 1,190,566 | $118.56M | 12.3% | +188.0% | 4.237% | |
11/15/2024 | IHT Wealth Management LLC | 4,650 | $463K | 0.0% | -5.1% | 0.017% | |
11/15/2024 | Integrated Wealth Concepts LLC | 363,715 | $36.22M | 0.4% | +167.1% | 1.294% | |
11/15/2024 | HighTower Advisors LLC | 83,966 | $8.34M | 0.0% | +1,086.0% | 0.299% | |
11/14/2024 | Flow Traders U.S. LLC | 58,820 | $5.86M | 0.3% | N/A | 0.209% | |
11/14/2024 | Kingfisher Capital LLC | 47,188 | $4.70M | 1.1% | -7.4% | 0.168% | |
11/14/2024 | Rockefeller Capital Management L.P. | 50,794 | $5.06M | 0.0% | +8.7% | 0.181% | |
11/14/2024 | National Wealth Management Group LLC | 17,203 | $1.71M | 1.2% | N/A | 0.061% | |
11/14/2024 | CreativeOne Wealth LLC | 4,524 | $450K | 0.0% | N/A | 0.016% | |
11/13/2024 | Townsquare Capital LLC | 21,310 | $2.12M | 0.0% | +7.7% | 0.076% | |
11/13/2024 | Private Trust Co. NA | 11,178 | $1.11M | 0.1% | +76.3% | 0.040% | |
11/13/2024 | Prosperity Financial Group Inc. | 17,754 | $1.77M | 1.0% | -8.7% | 0.063% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 3,320 | $331K | 0.0% | -30.0% | 0.012% | |
11/12/2024 | Centaurus Financial Inc. | 28,531 | $2.84M | 0.2% | +13.8% | 0.102% | |
11/12/2024 | Cerity Partners LLC | 69,258 | $6.90M | 0.0% | +6.2% | 0.246% | |
11/12/2024 | Alesco Advisors LLC | 13,799 | $1.37M | 0.0% | -8.7% | 0.049% | |
11/12/2024 | Great Valley Advisor Group Inc. | 5,196 | $518K | 0.0% | +26.0% | 0.018% | |
11/12/2024 | Studio Investment Management LLC | 45,559 | $4.54M | 1.0% | +9.9% | 0.162% | |
11/12/2024 | Altiora Financial Group LLC | 104,255 | $10.38M | 2.3% | -33.2% | 0.371% | |
11/12/2024 | Running Point Capital Advisors LLC | 66,389 | $6.61M | 2.6% | +77.2% | 0.236% | |
11/9/2024 | LPL Financial LLC | 2,247,660 | $223.82M | 0.1% | +14.4% | 7.999% | |
11/8/2024 | Stonebridge Financial Planning Group LLC | 6,800 | $677K | 0.3% | -15.2% | 0.024% | |
11/8/2024 | Avior Wealth Management LLC | 6,591 | $656K | 0.0% | +8.4% | 0.023% | |
11/8/2024 | Prospera Financial Services Inc | 13,377 | $1.33M | 0.0% | -43.7% | 0.048% | |
11/7/2024 | Vertex Planning Partners LLC | 3,128 | $311K | 0.1% | -20.5% | 0.011% | |
11/7/2024 | Napa Wealth Management | 63,230 | $6.30M | 3.0% | +31.1% | 0.225% | |
11/7/2024 | Tidemark LLC | 8,509 | $847K | 0.3% | -2.0% | 0.030% | |
11/6/2024 | KPP Advisory Services LLC | 41,748 | $4.16M | 1.0% | -42.9% | 0.149% | |
11/6/2024 | Insight 2811 Inc. | 7,835 | $780K | 0.4% | -23.4% | 0.028% | |
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11/6/2024 | Birchcreek Wealth Management LLC | 75,698 | $7.54M | 4.9% | N/A | 0.269% | |
11/6/2024 | Vectors Research Management LLC | 33,295 | $3.32M | 1.0% | -29.7% | 0.118% | |
11/6/2024 | Sargent Investment Group LLC | 548,036 | $54.57M | 9.8% | +12.8% | 1.950% | |
11/6/2024 | Peak Asset Management LLC | 161,869 | $16.12M | 3.0% | +10.1% | 0.576% | |
11/6/2024 | Bell Bank | 371,279 | $36.97M | 4.4% | +2,691.6% | 1.321% | |
11/5/2024 | Carrera Capital Advisors | 66,029 | $6.58M | 1.6% | -3.0% | 0.235% | |
11/5/2024 | Aptus Capital Advisors LLC | 630 | $63K | 0.0% | +1,160.0% | 0.002% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 172,127 | $17.14M | 0.9% | +4.6% | 0.613% | |
11/5/2024 | Meridian Management Co. | 6,853 | $682K | 0.2% | -24.5% | 0.024% | |
11/5/2024 | Lynx Investment Advisory | 9,735 | $969K | 0.7% | +1.2% | 0.035% | |
11/2/2024 | Transcendent Capital Group LLC | 5,720 | $570K | 0.3% | -50.4% | 0.020% | |
11/1/2024 | Carr Financial Group Corp | 25,484 | $2.54M | 0.7% | -3.4% | 0.091% | |
11/1/2024 | Sheets Smith Wealth Management | 18,789 | $1.87M | 0.2% | +7.7% | 0.067% | |
11/1/2024 | Proficio Capital Partners LLC | 539,448 | $53.72M | 5.3% | +0.3% | 1.920% | |
11/1/2024 | Atria Investments Inc | 41,158 | $4.10M | 0.1% | -4.2% | 0.146% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 33,851 | $3.37M | 0.6% | +108.5% | 0.120% | |
11/1/2024 | CWA Asset Management Group LLC | 224,996 | $22.41M | 1.2% | N/A | 0.801% | |
10/31/2024 | NavPoint Financial Inc. | 4,606 | $459K | 0.4% | +23.6% | 0.016% | |
10/31/2024 | Portside Wealth Group LLC | 3,948 | $393K | 0.1% | -2.9% | 0.014% | |
10/31/2024 | Advisor Resource Council | 9,588 | $955K | 0.4% | N/A | 0.034% | |
10/31/2024 | Concurrent Investment Advisors LLC | 19,212 | $1.91M | 0.1% | +16.6% | 0.068% | |
10/30/2024 | Long Run Wealth Advisors LLC | 24,909 | $2.48M | 0.6% | +60.7% | 0.089% | |
10/30/2024 | Ameritas Advisory Services LLC | 35,775 | $3.56M | 0.2% | -8.4% | 0.127% | |
10/30/2024 | Auour Investments LLC | 35,845 | $3.57M | 1.3% | -19.8% | 0.128% | |
10/30/2024 | Moloney Securities Asset Management LLC | 3,668 | $365K | 0.0% | +68.6% | 0.013% | |
10/30/2024 | Legacy CG LLC | 7,116 | $709K | 0.2% | -60.2% | 0.025% | |
10/29/2024 | Janney Montgomery Scott LLC | 22,536 | $2.24M | 0.0% | -22.5% | 0.080% | |
10/29/2024 | Clear Creek Financial Management LLC | 12,671 | $1.26M | 0.1% | +15.8% | 0.045% | |
10/29/2024 | Farther Finance Advisors LLC | 1,321 | $132K | 0.0% | +67.9% | 0.005% | |
10/28/2024 | Focus Financial Network Inc. | 2,708 | $270K | 0.0% | -16.8% | 0.010% | |
10/28/2024 | Stephens Inc. AR | 315,660 | $31.43M | 0.4% | +1.0% | 1.123% | |
10/28/2024 | O ROURKE & COMPANY Inc | 2,231 | $222K | 0.1% | -24.4% | 0.008% | |
10/28/2024 | HM Payson & Co. | 57,263 | $5.70M | 0.1% | -7.0% | 0.204% | |
10/28/2024 | Austin Wealth Management LLC | 96,316 | $9.56M | 2.1% | -1.7% | 0.343% | |
10/25/2024 | Financial Advocates Investment Management | 118,131 | $11.76M | 0.6% | +17.8% | 0.420% | |
10/25/2024 | SteelPeak Wealth LLC | 2,088 | $208K | 0.0% | N/A | 0.007% | |
10/25/2024 | Highline Wealth Partners LLC | 3,843 | $383K | 0.1% | N/A | 0.014% | |
10/25/2024 | Valmark Advisers Inc. | 12,803 | $1.28M | 0.0% | +61.4% | 0.046% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,668 | $365K | 0.1% | -24.3% | 0.013% | |
10/24/2024 | Hibernia Wealth Partners LLC | 30,582 | $3.05M | 0.9% | +26.2% | 0.109% | |
10/24/2024 | Salomon & Ludwin LLC | 3,700 | $368K | 0.0% | N/A | 0.013% | |
10/24/2024 | Anson Capital Inc. | 78,746 | $7.84M | 7.0% | +38.3% | 0.280% | |
10/24/2024 | Capital Advisors Ltd. LLC | 18,628 | $1.86M | 0.2% | +11.4% | 0.066% | |
10/24/2024 | MCF Advisors LLC | 16,030 | $1.60M | 0.1% | -10.4% | 0.057% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 17,878 | $1.78M | 0.0% | -34.6% | 0.064% | |
10/24/2024 | PFG Investments LLC | 2,962 | $295K | 0.0% | +44.8% | 0.011% | |
10/23/2024 | Convergence Financial LLC | 91,969 | $9.16M | 1.9% | +6.3% | 0.327% | |
10/23/2024 | Canal Capital Management LLC | 3,548 | $353K | 0.1% | N/A | 0.013% | |
10/23/2024 | Dakota Wealth Management | 10,505 | $1.05M | 0.0% | -15.4% | 0.037% | |
10/23/2024 | Values First Advisors Inc. | 9,632 | $959K | 0.5% | +3.1% | 0.034% | |
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10/23/2024 | Woodard & Co. Asset Management Group Inc. ADV | 30,567 | $3.04M | 0.7% | -50.8% | 0.109% | |
10/22/2024 | Courier Capital LLC | 36,716 | $3.66M | 0.3% | +1,130.4% | 0.131% | |
10/22/2024 | Eagle Bay Advisors LLC | 42,865 | $4.27M | 1.6% | -5.2% | 0.153% | |
10/22/2024 | Private Advisor Group LLC | 58,227 | $5.80M | 0.0% | -14.8% | 0.207% | |
10/22/2024 | Ndwm LLC | 184,427 | $18.37M | 15.1% | +3.6% | 0.656% | |
10/22/2024 | Waldron Private Wealth LLC | 156,659 | $15.60M | 0.6% | -7.5% | 0.558% | |
10/22/2024 | Hofer & Associates. Inc | 2,515 | $250K | 0.2% | N/A | 0.009% | |
10/22/2024 | Wooster Corthell Wealth Management Inc. | 20,230 | $2.02M | 0.4% | +32.3% | 0.072% | |
10/21/2024 | Fortis Group Advisors LLC | 164,199 | $16.35M | 3.0% | -9.5% | 0.584% | |
10/21/2024 | Sightline Wealth Advisors LLC | 3,563 | $355K | 0.2% | -65.9% | 0.013% | |