11/18/2024 | Virtue Capital Management LLC | 785,565 | $20.01M | 4.0% | -6.1% | 1.293% | |
11/18/2024 | Arete Wealth Advisors LLC | 812,947 | $20.70M | 1.7% | +25.9% | 1.338% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 57,882 | $1.47M | 0.7% | +88.2% | 0.095% | |
11/15/2024 | MML Investors Services LLC | 329,646 | $8.40M | 0.0% | +11.8% | 0.543% | |
11/15/2024 | EP Wealth Advisors LLC | 33,025 | $841K | 0.0% | +20.3% | 0.054% | |
11/15/2024 | Jane Street Group LLC | 177,566 | $4.52M | 0.0% | +579.0% | 0.292% | |
|
11/15/2024 | Stifel Financial Corp | 228,073 | $5.81M | 0.0% | +16.5% | 0.375% | |
11/15/2024 | IHT Wealth Management LLC | 25,629 | $653K | 0.0% | +2.4% | 0.042% | |
11/15/2024 | Hilltop Holdings Inc. | 40,185 | $1.02M | 0.1% | N/A | 0.066% | |
11/13/2024 | Freedom Investment Management Inc. | 77,514 | $1.97M | 0.2% | -2.5% | 0.128% | |
11/13/2024 | All Terrain Financial Advisors LLC | 158,194 | $4.03M | 1.5% | +31.5% | 0.260% | |
11/13/2024 | BNP Paribas Financial Markets | 36,260 | $924K | 0.0% | -5.1% | 0.060% | |
11/13/2024 | Bank of Montreal Can | 80,900 | $2.06M | 0.0% | +306.5% | 0.133% | |
11/13/2024 | Acorn Wealth Advisors LLC | 12,207 | $311K | 0.1% | +12.9% | 0.020% | |
11/12/2024 | Optivise Advisory Services LLC | 22,279 | $567K | 0.3% | N/A | 0.037% | |
11/12/2024 | Running Point Capital Advisors LLC | 16,748 | $427K | 0.2% | +12.9% | 0.028% | |
11/7/2024 | Tidemark LLC | 109,084 | $2.78M | 1.1% | +2.5% | 0.180% | |
11/7/2024 | Sugar Maple Asset Management LLC | 18,616 | $474K | 0.4% | N/A | 0.031% | |
11/7/2024 | Concord Asset Management LLC VA | 737,942 | $18.80M | 4.2% | +6.1% | 1.215% | |
11/6/2024 | Valley Wealth Managers Inc. | 32,496 | $828K | 0.1% | -8.5% | 0.053% | |
11/6/2024 | Oppenheimer & Co. Inc. | 24,706 | $629K | 0.0% | +5.3% | 0.041% | |
11/5/2024 | First Heartland Consultants Inc. | 10,410 | $265K | 0.0% | N/A | 0.017% | |
11/5/2024 | Savvy Advisors Inc. | 16,729 | $426K | 0.1% | +3.4% | 0.028% | |
11/5/2024 | Systelligence LLC | 541,159 | $13.78M | 3.4% | -10.6% | 0.891% | |
11/5/2024 | WealthPlan Investment Management LLC | 343,670 | $8.75M | 0.9% | -31.1% | 0.566% | |
11/5/2024 | WealthPLAN Partners LLC | 170,765 | $4.35M | 0.6% | +2.2% | 0.281% | |
11/5/2024 | Northwest Wealth Management LLC | 26,242 | $668K | 0.2% | -11.2% | 0.043% | |
11/4/2024 | Laffer Tengler Investments Inc. | 50,674 | $1.29M | 0.3% | -20.0% | 0.083% | |
11/4/2024 | Colonial River Investments LLC | 20,387 | $519K | 0.3% | -4.7% | 0.034% | |
11/4/2024 | Axxcess Wealth Management LLC | 20,387 | $519K | 0.0% | -3.7% | 0.034% | |
11/1/2024 | Atria Investments Inc | 282,053 | $7.18M | 0.1% | -12.4% | 0.464% | |
11/1/2024 | Demars Financial Group LLC | 223,773 | $5.70M | 2.6% | -56.6% | 0.368% | |
11/1/2024 | Bensler LLC | 419,518 | $10.69M | 1.3% | -44.5% | 0.691% | |
11/1/2024 | Smith Thornton Advisors LLC | 67,363 | $1.72M | 1.1% | -1.9% | 0.111% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 672,337 | $17.12M | 8.7% | +20.6% | 1.107% | |
10/30/2024 | Madden Advisory Services Inc. | 114,470 | $2.92M | 1.3% | -12.4% | 0.188% | |
10/29/2024 | White Pine Investment CO | 214,272 | $5.46M | 1.5% | +1.4% | 0.353% | |
10/29/2024 | Farther Finance Advisors LLC | 21,223 | $541K | 0.0% | N/A | 0.035% | |
10/28/2024 | Atlas Financial Advisors Inc. | 60,053 | $1.53M | 2.4% | +43.7% | 0.099% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,851 | $47K | 0.0% | -68.6% | 0.003% | |
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10/28/2024 | Goldstone Financial Group LLC | 7,936 | $202K | 0.0% | N/A | 0.013% | |
10/25/2024 | Integrated Advisors Network LLC | 12,220 | $311K | 0.0% | +21.9% | 0.020% | |
10/24/2024 | Nisa Investment Advisors LLC | 1,700 | $43K | 0.0% | -99.0% | 0.003% | |
10/24/2024 | Concord Wealth Partners | 807,846 | $20.58M | 3.4% | -3.2% | 1.330% | |
10/24/2024 | Pointe Capital Management LLC | 34,194 | $871K | 0.5% | -5.7% | 0.056% | |
10/24/2024 | Anson Capital Inc. | 283,074 | $7.21M | 6.4% | +39.5% | 0.466% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 11,825 | $301K | 0.1% | N/A | 0.019% | |
10/24/2024 | PFG Investments LLC | 9,749 | $248K | 0.0% | N/A | 0.016% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 12,000 | $306K | 0.0% | +71.4% | 0.020% | |
10/22/2024 | Private Advisor Group LLC | 9,361 | $238K | 0.0% | -17.4% | 0.015% | |
10/22/2024 | Leo Wealth LLC | 12,719 | $324K | 0.0% | N/A | 0.021% | |
10/21/2024 | Flagship Harbor Advisors LLC | 305,124 | $7.77M | 0.4% | N/A | 0.502% | |
10/18/2024 | KFA Private Wealth Group LLC | 186,287 | $4.75M | 2.3% | -11.7% | 0.307% | |
10/18/2024 | Raymond James & Associates | 263,795 | $6.72M | 0.0% | +11.1% | 0.434% | |
10/17/2024 | CHB Investment Group LLC | 9,006 | $229K | 0.1% | N/A | 0.015% | |
10/16/2024 | Marshall Financial Group LLC | 30,382 | $774K | 0.2% | N/A | 0.050% | |
10/16/2024 | Heritage Family Offices LLP | 33,665 | $857K | 0.4% | -4.5% | 0.055% | |
10/16/2024 | Transform Wealth LLC | 203,365 | $5.18M | 0.3% | -8.6% | 0.335% | |
10/16/2024 | Opal Wealth Advisors LLC | 65,800 | $1.68M | 0.5% | -2.5% | 0.108% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 48,390 | $1.23M | 0.2% | +26.6% | 0.080% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 173,838 | $4.43M | 0.3% | +4.0% | 0.286% | |
10/10/2024 | Montis Financial LLC | 143,726 | $3.66M | 1.3% | +61.1% | 0.237% | |
10/9/2024 | High Note Wealth LLC | 338,928 | $8.63M | 2.5% | -5.5% | 0.558% | |
10/8/2024 | Brookstone Capital Management | 31,077 | $792K | 0.0% | +59.4% | 0.051% | |
10/8/2024 | Insight Wealth Strategies LLC | 424,029 | $10.80M | 1.4% | -46.1% | 0.698% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 42,779 | $1.09M | 0.0% | -18.5% | 0.070% | |
10/8/2024 | Callan Family Office LLC | 11,938 | $304K | 0.1% | N/A | 0.020% | |
10/8/2024 | City Center Advisors LLC | 19,649 | $500K | 0.6% | +48.1% | 0.032% | |
10/3/2024 | Park Avenue Securities LLC | 45,851 | $1.17M | 0.0% | +7.2% | 0.075% | |
10/3/2024 | Silvia Mccoll Wealth Management LLC | 37,365 | $952K | 0.7% | N/A | 0.062% | |
8/22/2024 | Cetera Investment Advisers | 180,051 | $4.59M | 0.0% | +133.8% | 0.296% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 45,042 | $1.15M | 0.0% | -1.4% | 0.074% | |
8/15/2024 | Smith Thornton Advisors LLC | 68,687 | $1.75M | 1.3% | N/A | 0.113% | |
8/13/2024 | AE Wealth Management LLC | 44,264 | $1.13M | 0.0% | +100.9% | 0.073% | |
8/10/2024 | Axxcess Wealth Management LLC | 21,178 | $540K | 0.0% | N/A | 0.035% | |
8/10/2024 | Perennial Investment Advisors LLC | 18,280 | $466K | 0.1% | +18.9% | 0.030% | |
8/9/2024 | WealthPLAN Partners LLC | 167,081 | $4.26M | 0.5% | -4.6% | 0.275% | |
8/9/2024 | Renaissance Technologies LLC | 1,542,400 | $39.35M | 0.1% | +61.7% | 2.539% | |
8/8/2024 | Envestnet Asset Management Inc. | 949,370 | $24.22M | 0.0% | +108.7% | 1.563% | |
8/8/2024 | Westover Capital Advisors LLC | 260,633 | $6.65M | 1.7% | N/A | 0.429% | |
8/8/2024 | Valley Wealth Managers Inc. | 35,530 | $906K | 0.1% | -4.0% | 0.058% | |
8/8/2024 | Stonebridge Financial Planning Group LLC | 11,633 | $297K | 0.1% | +9.6% | 0.019% | |
8/8/2024 | Montis Financial LLC | 89,197 | $2.28M | 1.0% | +24.2% | 0.147% | |
8/8/2024 | LPL Financial LLC | 2,141,838 | $54.64M | 0.0% | +36.4% | 3.526% | |
8/7/2024 | KFA Private Wealth Group LLC | 210,932 | $5.38M | 2.8% | -78.3% | 0.347% | |
8/7/2024 | Anson Capital Inc. | 202,853 | $5.18M | 5.1% | +180.0% | 0.334% | |
8/7/2024 | MGO One Seven LLC | 93,182 | $2.38M | 0.1% | +14.4% | 0.153% | |
8/7/2024 | Redwood Financial Network Corp | 34,221 | $873K | 0.7% | N/A | 0.056% | |
8/6/2024 | Strategic Financial Concepts LLC | 6,223,357 | $158.76M | 0.7% | N/A | 10.244% | |
8/6/2024 | Advisor OS LLC | 644,439 | $16.44M | 1.8% | +2.2% | 1.061% | |
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8/5/2024 | Atlas Financial Advisors Inc. | 41,782 | $1.07M | 1.8% | +59.3% | 0.069% | |
8/5/2024 | Northwest Wealth Management LLC | 29,558 | $754K | 0.2% | -11.9% | 0.049% | |
8/3/2024 | Deseret Mutual Benefit Administrators | 557,508 | $14.22M | 6.6% | +18.3% | 0.918% | |
7/31/2024 | Balanced Rock Investment Advisors LLC | 15,954 | $407K | 0.3% | -8.1% | 0.026% | |
7/31/2024 | Van ECK Associates Corp | 1,042 | $27K | 0.0% | +294.7% | 0.002% | |
7/31/2024 | Commonwealth Equity Services LLC | 84,098 | $2.15M | 0.0% | +2.2% | 0.138% | |
7/31/2024 | IFG Advisory LLC | 41,122 | $1.05M | 0.1% | -5.0% | 0.068% | |
7/31/2024 | Rothschild Investment LLC | 12,000 | $306K | 0.0% | N/A | 0.020% | |
7/30/2024 | Heritage Family Offices LLP | 35,242 | $899K | 0.5% | N/A | 0.058% | |
7/29/2024 | TrueMark Investments LLC | 27,332 | $697K | 0.2% | N/A | 0.045% | |