11/4/2024 | Sigma Planning Corp | 42,566 | $894K | 0.0% | +32.7% | 0.013% | |
11/1/2024 | Atria Investments Inc | 772,709 | $16.24M | 0.2% | -60.1% | 0.230% | |
11/1/2024 | Lindbrook Capital LLC | 8,370 | $176K | 0.0% | +16.3% | 0.002% | |
11/1/2024 | Assetmark Inc. | 1,593,532 | $33.48M | 0.1% | +42.3% | 0.475% | |
11/1/2024 | Beta Wealth Group Inc. | 16,623 | $349K | 0.2% | -21.7% | 0.005% | |
11/1/2024 | Verity Asset Management Inc. | 51,432 | $1.08M | 0.4% | +161.4% | 0.015% | |
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10/31/2024 | Concurrent Investment Advisors LLC | 71,808 | $1.51M | 0.0% | +18.2% | 0.021% | |
10/30/2024 | Moloney Securities Asset Management LLC | 528,110 | $11.10M | 1.5% | +1.4% | 0.157% | |
10/29/2024 | Nvwm LLC | 21,128 | $444K | 0.1% | N/A | 0.006% | |
10/29/2024 | Angeles Wealth Management LLC | 304,589 | $6.40M | 0.6% | -60.0% | 0.091% | |
10/29/2024 | Janney Montgomery Scott LLC | 270,416 | $5.68M | 0.0% | -12.2% | 0.081% | |
10/29/2024 | Clear Creek Financial Management LLC | 58,425 | $1.23M | 0.1% | +27.4% | 0.017% | |
10/29/2024 | Sage Financial Group Inc. | 98,058 | $2.06M | 0.2% | -50.4% | 0.029% | |
10/29/2024 | Farther Finance Advisors LLC | 8,713 | $183K | 0.0% | +1,790.0% | 0.003% | |
10/28/2024 | CacheTech Inc. | 54,783 | $1.15M | 0.2% | -14.8% | 0.016% | |
10/28/2024 | Focus Financial Network Inc. | 14,978 | $315K | 0.0% | +7.1% | 0.004% | |
10/28/2024 | Stephens Inc. AR | 389,401 | $8.18M | 0.1% | -1.1% | 0.116% | |
10/28/2024 | US Bancorp DE | 29,491 | $620K | 0.0% | +20.4% | 0.009% | |
10/28/2024 | Nikulski Financial Inc. | 39,410 | $828K | 0.2% | -9.0% | 0.012% | |
10/25/2024 | Diversify Wealth Management LLC | 110,517 | $2.32M | 0.2% | +29.5% | 0.033% | |
10/25/2024 | Trajan Wealth LLC | 849,665 | $17.85M | 1.1% | +1.0% | 0.253% | |
10/25/2024 | Great Diamond Partners LLC | 115,829 | $2.43M | 0.6% | -0.9% | 0.034% | |
10/25/2024 | Aletheian Wealth Advisors LLC | 62,898 | $1.32M | 0.8% | +3.5% | 0.019% | |
10/25/2024 | Strategic Blueprint LLC | 24,850 | $522K | 0.0% | -38.1% | 0.007% | |
10/25/2024 | Diversify Advisory Services LLC | 3,023,562 | $63.56M | 3.4% | +5.1% | 0.900% | |
10/25/2024 | Integrated Advisors Network LLC | 42,724 | $898K | 0.0% | -4.2% | 0.013% | |
10/24/2024 | Old Port Advisors | 139,040 | $2.92M | 0.8% | +12.6% | 0.041% | |
10/24/2024 | Vima LLC | 44,449 | $934K | 1.9% | -6.1% | 0.013% | |
10/24/2024 | Concord Wealth Partners | 889,733 | $18.69M | 3.1% | +5.3% | 0.265% | |
10/24/2024 | Yeomans Consulting Group Inc. | 641,728 | $13.48M | 5.0% | -38.6% | 0.191% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 208,985 | $4.39M | 0.7% | -45.6% | 0.062% | |
10/24/2024 | Sun Life Financial Inc. | 2,145,000 | $44.96M | 2.5% | N/A | 0.639% | |
10/24/2024 | Motiv8 Investments LLC | 64,564 | $1.36M | 0.9% | +12.5% | 0.019% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 82,159 | $1.73M | 0.0% | -21.0% | 0.024% | |
10/24/2024 | PFG Investments LLC | 16,707 | $351K | 0.0% | -4.5% | 0.005% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 80,912 | $1.70M | 0.0% | -15.9% | 0.024% | |
10/23/2024 | Allworth Financial LP | 1,450 | $30K | 0.0% | -30.3% | 0.000% | |
10/23/2024 | Grimes & Company Inc. | 9,497,020 | $199.53M | 5.4% | +4.3% | 2.828% | |
10/23/2024 | Alaska Permanent Fund Corp | 250,000 | $5.25M | 0.1% | -50.0% | 0.074% | |
10/23/2024 | Boyd Watterson Asset Management LLC OH | 10,573 | $222K | 0.1% | -7.8% | 0.003% | |
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10/23/2024 | CENTRAL TRUST Co | 175,963 | $3.70M | 0.1% | +11.5% | 0.052% | |
10/23/2024 | SimpliFi Inc. | 623,827 | $13.11M | 5.8% | +2.7% | 0.186% | |
10/22/2024 | International Assets Investment Management LLC | 6,449,717 | $148.34M | 0.0% | +150,068.0% | 1.921% | |
10/22/2024 | McAdam LLC | 258,847 | $5.44M | 0.3% | -22.9% | 0.077% | |
10/22/2024 | Chris Bulman Inc | 12,240 | $257K | 0.2% | -43.8% | 0.004% | |
10/22/2024 | Private Advisor Group LLC | 58,264 | $1.22M | 0.0% | -25.6% | 0.017% | |
10/22/2024 | FSC Wealth Advisors LLC | 4,894 | $103K | 0.1% | +16.7% | 0.001% | |
10/22/2024 | WT Wealth Management | 76,014 | $1.61M | 0.4% | -59.8% | 0.023% | |
10/21/2024 | Foundations Investment Advisors LLC | 417,266 | $8.77M | 0.2% | +92.9% | 0.124% | |
10/21/2024 | Kennicott Capital Management LLC | 23,653 | $497K | 0.2% | N/A | 0.007% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 74,985 | $1.58M | 0.0% | +18.8% | 0.022% | |
10/19/2024 | DMC Group LLC | 78,215 | $1.64M | 1.3% | -20.6% | 0.023% | |
10/18/2024 | AA Financial Advisors LLC | 10,921 | $229K | 0.1% | +4.7% | 0.003% | |
10/18/2024 | Raymond James & Associates | 1,192,343 | $25.05M | 0.0% | +1.8% | 0.355% | |
10/18/2024 | Friedenthal Financial | 9,922 | $208K | 0.1% | -29.8% | 0.003% | |
10/18/2024 | First Citizens Bank & Trust Co. | 131,300 | $2.76M | 0.0% | -2.7% | 0.039% | |
10/17/2024 | Inspire Advisors LLC | 576,057 | $12.10M | 1.5% | +34.6% | 0.172% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 25,164 | $529K | 0.1% | -87.4% | 0.007% | |
10/16/2024 | Global Retirement Partners LLC | 58,631 | $1.23M | 0.0% | -23.8% | 0.017% | |
10/16/2024 | Transform Wealth LLC | 434,451 | $9.13M | 0.6% | -74.1% | 0.129% | |
10/16/2024 | Sumitomo Life Insurance Co. | 1,232,789 | $25.90M | 0.5% | -59.1% | 0.367% | |
10/16/2024 | Stableford Capital II LLC | 248,695 | $5.26M | 2.1% | -48.1% | 0.074% | |
10/15/2024 | First United Bank & Trust | 13,565 | $285K | 0.1% | -9.0% | 0.004% | |
10/15/2024 | Regatta Capital Group LLC | 10,896 | $229K | 0.0% | -6.8% | 0.003% | |
10/11/2024 | Creative Planning | 18,983 | $399K | 0.0% | -5.8% | 0.006% | |
10/11/2024 | Wagner Wealth Management LLC | 53,987 | $1.13M | 0.3% | +3.4% | 0.016% | |
10/10/2024 | Exchange Traded Concepts LLC | 42,668 | $896K | 0.0% | N/A | 0.013% | |
10/10/2024 | Mechanics Bank Trust Department | 518,595 | $10.90M | 1.5% | +12.3% | 0.154% | |
10/10/2024 | HCR Wealth Advisors | 148,060 | $3.11M | 0.4% | -2.9% | 0.044% | |
10/10/2024 | RFG Holdings Inc. | 1,553,931 | $32.65M | 11.5% | +3.7% | 0.463% | |
10/10/2024 | Simplicity Wealth LLC | 51,203 | $1.08M | 0.1% | -32.5% | 0.015% | |
10/9/2024 | Charles Schwab Trust Co | 118,397 | $2.49M | 0.2% | -14.3% | 0.035% | |
10/9/2024 | Castle Rock Wealth Management LLC | 60,349 | $1.27M | 0.3% | -54.6% | 0.018% | |
10/9/2024 | LifePro Asset Management | 366,488 | $7.70M | 4.7% | +6.4% | 0.109% | |
10/9/2024 | Brendel Financial Advisors LLC | 137,381 | $2.89M | 1.6% | -27.2% | 0.041% | |
10/9/2024 | Financial Advisory Partners LLC | 173,766 | $3.65M | 1.2% | +26.5% | 0.052% | |
10/9/2024 | UMB Bank n.a. | 32,005 | $672K | 0.0% | -11.0% | 0.010% | |
10/9/2024 | Guardian Asset Advisors LLC | 151,727 | $3.19M | 2.2% | +160.6% | 0.045% | |
10/9/2024 | Hexagon Capital Partners LLC | 20,288 | $426K | 0.1% | -7.0% | 0.006% | |
10/8/2024 | CWM LLC | 42,261 | $888K | 0.0% | +6.4% | 0.013% | |
10/8/2024 | Howard Financial Services LTD. | 50,000 | $1.05M | 0.2% | +400.0% | 0.015% | |
10/8/2024 | Future Financial Wealth Managment LLC | 1,230 | $26K | 0.0% | N/A | 0.000% | |
10/8/2024 | Brookstone Capital Management | 703,362 | $14.78M | 0.2% | -2.4% | 0.209% | |
10/8/2024 | Olistico Wealth LLC | 1,766 | $37K | 0.0% | +151.6% | 0.001% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 11,532 | $242K | 0.0% | -13.1% | 0.003% | |
10/8/2024 | Ironwood Wealth Management Inc. | 1,050,384 | $22.12M | 10.8% | +2.1% | 0.313% | |
10/7/2024 | Miracle Mile Advisors LLC | 118,257 | $2.49M | 0.1% | -76.3% | 0.035% | |
10/7/2024 | Everpar Advisors LLC | 23,661 | $497K | 0.3% | -41.2% | 0.007% | |
10/5/2024 | Burns J W & Co. Inc. NY | 20,250 | $425K | 0.1% | -6.5% | 0.006% | |
10/5/2024 | Lwmg LLC | 10,791 | $227K | 0.0% | N/A | 0.003% | |
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10/3/2024 | Park Avenue Securities LLC | 193,494 | $4.07M | 0.0% | +1.5% | 0.058% | |
10/3/2024 | SG Americas Securities LLC | 3,519,752 | $73.95M | 0.3% | +1,356.4% | 1.048% | |
10/2/2024 | Central Pacific Bank Trust Division | 150,670 | $3.17M | 0.4% | -13.9% | 0.045% | |
10/1/2024 | Appleton Partners Inc. MA | 136,294 | $2.86M | 0.2% | +1.7% | 0.041% | |
9/6/2024 | Cim LLC | 472,437 | $9.94M | 1.5% | +2.5% | 0.141% | |
9/5/2024 | Sanctuary Advisors LLC | 20,153 | $425K | 0.0% | N/A | 0.006% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 105,359 | $2.22M | 1.2% | N/A | 0.031% | |
8/22/2024 | Cetera Investment Advisers | 550,138 | $11.58M | 0.0% | +12.4% | 0.164% | |
8/21/2024 | Advisory Alpha LLC | 2,882,894 | $60.66M | 2.4% | +1.8% | 0.859% | |
8/21/2024 | Truist Financial Corp | 554,187 | $11.66M | 0.0% | +3.4% | 0.165% | |