11/15/2024 | MML Investors Services LLC | 46,712 | $774K | 0.0% | +6.2% | 0.072% | |
11/15/2024 | Orion Portfolio Solutions LLC | 110,403 | $1.83M | 0.0% | +2.9% | 0.171% | |
11/15/2024 | EP Wealth Advisors LLC | 18,375 | $304K | 0.0% | N/A | 0.028% | |
11/15/2024 | Stifel Financial Corp | 302,930 | $5.02M | 0.0% | -10.3% | 0.468% | |
11/15/2024 | HighTower Advisors LLC | 94,947 | $1.57M | 0.0% | +47.3% | 0.147% | |
11/15/2024 | Hilltop Holdings Inc. | 25,632 | $424K | 0.0% | -94.7% | 0.040% | |
|
11/13/2024 | Cynosure Group LLC | 112,966 | $1.87M | 0.3% | +40.2% | 0.175% | |
11/13/2024 | Townsquare Capital LLC | 238,648 | $3.95M | 0.0% | +9.5% | 0.369% | |
11/12/2024 | Larson Financial Group LLC | 15,744 | $261K | 0.0% | +7.6% | 0.024% | |
11/12/2024 | MGB Wealth Management LLC | 6,750 | $112K | 0.0% | -10.0% | 0.010% | |
11/12/2024 | Cerity Partners LLC | 31,979 | $530K | 0.0% | -12.4% | 0.049% | |
11/8/2024 | Stonebridge Financial Planning Group LLC | 43,539 | $721K | 0.3% | +46.3% | 0.067% | |
11/7/2024 | Napa Wealth Management | 57,123 | $946K | 0.4% | +43.6% | 0.088% | |
11/6/2024 | Bard Associates Inc. | 29,680 | $492K | 0.2% | N/A | 0.046% | |
11/6/2024 | Black Swift Group LLC | 300,895 | $4.98M | 1.1% | -1.0% | 0.465% | |
11/6/2024 | Endowment Wealth Management Inc. | 21,965 | $364K | 0.2% | -6.4% | 0.034% | |
11/6/2024 | Oppenheimer & Co. Inc. | 17,124 | $284K | 0.0% | +24.0% | 0.026% | |
11/5/2024 | Harbour Investments Inc. | 25,593 | $424K | 0.0% | -8.8% | 0.040% | |
11/4/2024 | Tyler Stone Wealth Management | 35,886 | $594K | 0.1% | +101.3% | 0.055% | |
11/4/2024 | Baker Avenue Asset Management LP | 17,486 | $290K | 0.0% | N/A | 0.027% | |
10/30/2024 | Beacon Financial Advisory LLC | 18,437 | $305K | 0.1% | +5.0% | 0.028% | |
10/29/2024 | GFS Advisors LLC | 77,800 | $1.29M | 0.3% | +705.5% | 0.120% | |
10/29/2024 | Janney Montgomery Scott LLC | 110,011 | $1.82M | 0.0% | +4.2% | 0.170% | |
10/28/2024 | Stephens Inc. AR | 26,475 | $438K | 0.0% | -7.3% | 0.041% | |
10/25/2024 | Andina Capital Management LLC | 36,464 | $604K | 0.5% | +7.8% | 0.056% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 41,986 | $695K | 0.1% | -10.5% | 0.065% | |
10/24/2024 | J.W. Cole Advisors Inc. | 69,221 | $1.15M | 0.0% | +89.8% | 0.107% | |
10/24/2024 | Consolidated Portfolio Review Corp | 61,356 | $1.02M | 0.2% | -11.9% | 0.095% | |
10/24/2024 | Arkadios Wealth Advisors | 181,373 | $3.00M | 0.2% | +0.5% | 0.280% | |
10/23/2024 | Financial Management Network Inc. | 159,409 | $2.59M | 0.5% | +11.5% | 0.246% | |
10/22/2024 | Guidance Capital Inc. | 91,097 | $1.51M | 0.5% | +13.2% | 0.141% | |
10/22/2024 | Private Advisor Group LLC | 87,850 | $1.46M | 0.0% | -8.7% | 0.136% | |
10/22/2024 | Symphony Financial Ltd. Co. | 50,780 | $841K | 0.1% | -1.7% | 0.078% | |
10/21/2024 | Foundations Investment Advisors LLC | 269,144 | $4.46M | 0.1% | +15.2% | 0.416% | |
10/21/2024 | Castleview Partners LLC | 3,965 | $66K | 0.0% | -75.9% | 0.006% | |
10/18/2024 | Raymond James & Associates | 166,398 | $2.76M | 0.0% | +206.1% | 0.257% | |
10/17/2024 | Sax Wealth Advisors LLC | 60,646 | $1.00M | 0.1% | +7.9% | 0.094% | |
10/16/2024 | Global Retirement Partners LLC | 24,761 | $410K | 0.0% | +3.1% | 0.038% | |
10/11/2024 | Creative Planning | 107,999 | $1.79M | 0.0% | -4.4% | 0.167% | |
10/10/2024 | Sound Income Strategies LLC | 8,261 | $137K | 0.0% | +12.9% | 0.013% | |
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10/10/2024 | Koshinski Asset Management Inc. | 10,190 | $169K | 0.0% | -7.7% | 0.016% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 83,334 | $1.38M | 0.1% | +2.6% | 0.129% | |
10/8/2024 | First PREMIER Bank | 40,441 | $670K | 0.2% | -4.8% | 0.062% | |
10/8/2024 | Future Financial Wealth Managment LLC | 107,488 | $1.78M | 1.3% | +5.7% | 0.166% | |
10/7/2024 | Sterling Group Wealth Management LLC | 24,025 | $398K | 0.2% | N/A | 0.037% | |
10/3/2024 | Park Avenue Securities LLC | 69,426 | $1.15M | 0.0% | -18.4% | 0.107% | |
9/30/2024 | Mattson Financial Services LLC | 2,704 | $46K | 0.0% | N/A | 0.004% | |
9/23/2024 | Centaurus Financial Inc. | 15,290 | $262K | 0.0% | -5.7% | 0.024% | |
9/5/2024 | Sanctuary Advisors LLC | 109,740 | $1.84M | 0.0% | N/A | 0.170% | |
8/22/2024 | Cetera Investment Advisers | 102,128 | $1.75M | 0.0% | +4.1% | 0.158% | |
8/21/2024 | Truist Financial Corp | 14,510 | $248K | 0.0% | N/A | 0.022% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 39,931 | $683K | 0.0% | -44.2% | 0.062% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 10,058 | $172K | 0.0% | +31.3% | 0.016% | |
8/16/2024 | NewEdge Advisors LLC | 381,203 | $6.52M | 0.0% | +53.5% | 0.589% | |
8/16/2024 | Creative Planning | 112,912 | $1.93M | 0.0% | -3.1% | 0.174% | |
8/15/2024 | Millennium Management LLC | 1,240,908 | $21.23M | 0.0% | +45.0% | 1.917% | |
8/15/2024 | Delta Investment Management LLC | 80,821 | $1.38M | 0.3% | +92.8% | 0.125% | |
8/13/2024 | Ranch Capital Advisors Inc. | 47,786 | $818K | 0.4% | +4.7% | 0.074% | |
8/13/2024 | Bridges Investment Management Inc. | 78,587 | $1.35M | 0.0% | +18.5% | 0.121% | |
8/12/2024 | Beck Bode LLC | 47,111 | $806K | 0.2% | -22.6% | 0.073% | |
8/10/2024 | Wealth Alliance | 37,036 | $634K | 0.1% | -10.9% | 0.057% | |
8/10/2024 | Perennial Investment Advisors LLC | 64,710 | $1.11M | 0.2% | +4.8% | 0.100% | |
8/8/2024 | J.W. Cole Advisors Inc. | 36,480 | $624K | 0.0% | +192.5% | 0.056% | |
8/8/2024 | Envestnet Asset Management Inc. | 235,203 | $4.02M | 0.0% | +130.2% | 0.363% | |
8/8/2024 | Condor Capital Management | 978,936 | $16.75M | 1.6% | +7.7% | 1.512% | |
8/8/2024 | CoreCap Advisors LLC | 20,606 | $353K | 0.0% | N/A | 0.032% | |
8/8/2024 | Sykon Capital LLC | 19,745 | $338K | 0.1% | +17.6% | 0.031% | |
8/8/2024 | Stonebridge Financial Planning Group LLC | 29,754 | $509K | 0.3% | +112.6% | 0.046% | |
8/8/2024 | Wambolt & Associates LLC | 33,357 | $554K | 0.2% | +6.1% | 0.052% | |
8/8/2024 | LPL Financial LLC | 2,123,224 | $36.33M | 0.0% | -12.6% | 3.280% | |
8/7/2024 | Seaview Investment Managers LLC | 13,794 | $236K | 0.1% | N/A | 0.021% | |
8/7/2024 | Wedbush Securities Inc. | 95,858 | $1.64M | 0.1% | +6.6% | 0.148% | |
8/6/2024 | Strategic Financial Concepts LLC | 17,363 | $297K | 0.0% | N/A | 0.027% | |
8/5/2024 | Private Advisor Group LLC | 96,235 | $1.65M | 0.0% | -9.7% | 0.149% | |
8/2/2024 | Larson Financial Group LLC | 14,629 | $250K | 0.0% | +4.8% | 0.023% | |
8/2/2024 | Foundations Investment Advisors LLC | 233,724 | $4.00M | 0.1% | N/A | 0.361% | |
8/1/2024 | Guidance Capital Inc. | 80,491 | $1.34M | 0.4% | +7.3% | 0.124% | |
8/1/2024 | Consolidated Portfolio Review Corp | 69,607 | $1.19M | 0.3% | -32.4% | 0.108% | |
7/31/2024 | Spire Wealth Management | 56,598 | $968K | 0.0% | +48.7% | 0.087% | |
7/31/2024 | Anfield Capital Management LLC | 3,713 | $64K | 0.0% | -95.6% | 0.006% | |
7/31/2024 | Commonwealth Equity Services LLC | 386,630 | $6.62M | 0.0% | +7.5% | 0.597% | |
7/30/2024 | International Assets Investment Management LLC | 35,295 | $604K | 0.0% | -61.0% | 0.055% | |
7/29/2024 | TrueMark Investments LLC | 36,515 | $625K | 0.2% | N/A | 0.056% | |
7/29/2024 | Arkadios Wealth Advisors | 180,405 | $3.09M | 0.2% | +885.8% | 0.279% | |
7/26/2024 | Harbour Investments Inc. | 28,052 | $480K | 0.0% | +9.7% | 0.043% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 79,647 | $1.36M | 0.0% | +120.4% | 0.123% | |
7/26/2024 | SlateStone Wealth LLC | 82,500 | $1.41M | 0.2% | -1.4% | 0.127% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 46,907 | $803K | 0.1% | +12.3% | 0.072% | |
7/23/2024 | All Season Financial Advisors Inc. | 34,767 | $595K | 0.5% | -5.7% | 0.054% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 81,259 | $1.39M | 0.1% | +0.8% | 0.126% | |
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7/20/2024 | Milestone Asset Management LLC | 19,325 | $331K | 0.1% | +6.3% | 0.030% | |
7/19/2024 | Shilanski & Associates Inc. | 205,679 | $3.52M | 1.2% | +0.5% | 0.318% | |
7/18/2024 | Gradient Investments LLC | 348,154 | $5.96M | 0.1% | +18.1% | 0.538% | |
7/17/2024 | First PREMIER Bank | 42,481 | $727K | 0.2% | +12.6% | 0.066% | |
7/16/2024 | Andina Capital Management LLC | 33,823 | $579K | 0.4% | +28.5% | 0.052% | |
7/16/2024 | Apeiron RIA LLC | 23,803 | $407K | 0.1% | -4.7% | 0.037% | |
7/13/2024 | IAM Advisory LLC | 15,665 | $268K | 0.1% | N/A | 0.024% | |
7/12/2024 | Sax Wealth Advisors LLC | 56,200 | $962K | 0.1% | N/A | 0.087% | |
7/12/2024 | Register Financial Advisors LLC | 16,880 | $289K | 0.1% | +15.4% | 0.026% | |
7/11/2024 | OLD National Bancorp IN | 12,734 | $218K | 0.0% | N/A | 0.020% | |