11/14/2024 | Rockefeller Capital Management L.P. | 1,840,066 | $33.29M | 0.1% | +1.2% | 0.601% | |
11/13/2024 | D.A. Davidson & CO. | 232,971 | $4.22M | 0.0% | +0.5% | 0.076% | |
11/13/2024 | Bank of Montreal Can | 361,473 | $6.56M | 0.0% | +47.0% | 0.118% | |
11/13/2024 | Acorn Wealth Advisors LLC | 17,555 | $318K | 0.1% | N/A | 0.006% | |
11/13/2024 | Stonebridge Advisors LLC | 191,212 | $3.46M | 2.3% | -16.3% | 0.062% | |
11/13/2024 | Private Trust Co. NA | 93,925 | $1.70M | 0.2% | -4.9% | 0.031% | |
|
11/12/2024 | Centaurus Financial Inc. | 12,685 | $230K | 0.0% | +11.3% | 0.004% | |
11/12/2024 | MGB Wealth Management LLC | 27,000 | $490K | 0.2% | N/A | 0.009% | |
11/12/2024 | Kingsview Wealth Management LLC | 108,408 | $1.96M | 0.0% | +9.1% | 0.035% | |
11/12/2024 | Flagstar Advisors Inc. | 333,422 | $6.04M | 1.5% | +2.3% | 0.109% | |
11/12/2024 | Icon Wealth Advisors LLC | 59,132 | $1.07M | 0.0% | -65.0% | 0.019% | |
11/12/2024 | Citigroup Inc. | 677,037 | $12.25M | 0.0% | +15.5% | 0.221% | |
11/12/2024 | Darden Wealth Group Inc | 143,072 | $2.59M | 1.9% | +7.8% | 0.047% | |
11/12/2024 | Blackhawk Capital Partners LLC. | 145,091 | $2.63M | 1.4% | +5.0% | 0.047% | |
11/9/2024 | LPL Financial LLC | 11,876,712 | $214.97M | 0.1% | +9.5% | 3.881% | |
11/9/2024 | Trustmark National Bank Trust Department | 165,732 | $3M | 0.2% | -14.5% | 0.054% | |
11/9/2024 | Creekside Partners | 19,004 | $344K | 0.2% | -6.7% | 0.006% | |
11/8/2024 | Moors & Cabot Inc. | 92,580 | $1.68M | 0.1% | +14.0% | 0.030% | |
11/7/2024 | Prospera Financial Services Inc | 1,622,012 | $29.36M | 0.7% | +15.7% | 0.530% | |
11/7/2024 | Thrivent Financial for Lutherans | 14,838 | $269K | 0.0% | +12.9% | 0.005% | |
11/7/2024 | Claro Advisors LLC | 13,472 | $244K | 0.0% | -53.1% | 0.004% | |
11/6/2024 | SRS Capital Advisors Inc. | 1,531,988 | $27.73M | 2.5% | +4.1% | 0.501% | |
11/6/2024 | Agilis Partners LLC | 200,235 | $3.62M | 1.1% | +1.0% | 0.065% | |
11/6/2024 | Archer Investment Corp | 263,222 | $4.76M | 1.3% | -21.9% | 0.086% | |
11/6/2024 | Traction Financial Partners LLC | 259,546 | $4.70M | 3.7% | -6.8% | 0.085% | |
11/6/2024 | ROI Financial Advisors LLC | 57,706 | $1.04M | 0.7% | +4.8% | 0.019% | |
11/6/2024 | Kovack Advisors Inc. | 167,930 | $3.04M | 0.3% | -8.2% | 0.055% | |
11/6/2024 | Oppenheimer & Co. Inc. | 397,410 | $7.19M | 0.1% | -0.6% | 0.130% | |
11/5/2024 | Moser Wealth Advisors LLC | 93,612 | $1.69M | 0.9% | +1.5% | 0.031% | |
11/5/2024 | Aptus Capital Advisors LLC | 25,095 | $454K | 0.0% | -8.9% | 0.008% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 16,563 | $300K | 0.0% | -29.6% | 0.005% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 322,611 | $5.84M | 0.3% | +3,428.1% | 0.105% | |
11/5/2024 | Proactive Wealth Strategies LLC | 20,024 | $362K | 0.2% | N/A | 0.007% | |
11/5/2024 | Harbour Investments Inc. | 365,991 | $6.62M | 0.2% | +0.6% | 0.120% | |
11/5/2024 | Apollon Wealth Management LLC | 27,274 | $494K | 0.0% | +14.0% | 0.009% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 15,187 | $275K | 0.0% | -6.4% | 0.005% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 74,377 | $1.35M | 0.1% | +13.3% | 0.024% | |
11/4/2024 | Stockman Wealth Management Inc. | 32,443 | $587K | 0.1% | -2.1% | 0.011% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 146,983 | $2.66M | 0.0% | +5.7% | 0.048% | |
11/4/2024 | Sigma Planning Corp | 360,186 | $6.52M | 0.2% | +10.7% | 0.118% | |
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11/1/2024 | PFS Partners LLC | 351,221 | $6.36M | 3.6% | +2.3% | 0.115% | |
11/1/2024 | CWA Asset Management Group LLC | 19,890 | $360K | 0.0% | N/A | 0.006% | |
11/1/2024 | Quantum Private Wealth LLC | 49,667 | $899K | 0.3% | -15.3% | 0.016% | |
10/31/2024 | Trinity Legacy Partners LLC | 525,646 | $9.53M | 2.2% | -45.9% | 0.172% | |
10/31/2024 | Woodmont Investment Counsel LLC | 24,817 | $449K | 0.0% | N/A | 0.008% | |
10/31/2024 | Financial Enhancement Group LLC | 449,648 | $8.14M | 1.4% | +20.3% | 0.147% | |
10/31/2024 | Concurrent Investment Advisors LLC | 440,652 | $7.98M | 0.2% | +3.7% | 0.144% | |
10/30/2024 | Maia Wealth LLC | 41,133 | $740K | 0.2% | N/A | 0.013% | |
10/30/2024 | 1834 Investment Advisors Co. | 33,580 | $608K | 0.1% | -24.6% | 0.011% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 680,655 | $12.32M | 0.6% | +0.8% | 0.222% | |
10/30/2024 | United Advisor Group LLC | 138,615 | $2.51M | 0.6% | +21.6% | 0.045% | |
10/29/2024 | TrueWealth Advisors LLC | 48,678 | $881K | 0.3% | +8.9% | 0.016% | |
10/29/2024 | Glassy Mountain Advisors Inc. | 353,778 | $6.40M | 2.2% | +3.1% | 0.116% | |
10/29/2024 | Janney Montgomery Scott LLC | 1,631,819 | $29.54M | 0.1% | -2.3% | 0.533% | |
10/29/2024 | Clear Creek Financial Management LLC | 28,681 | $519K | 0.1% | -4.0% | 0.009% | |
10/29/2024 | Fullcircle Wealth LLC | 93,695 | $1.69M | 0.7% | +23.4% | 0.031% | |
10/29/2024 | Chicago Partners Investment Group LLC | 378,012 | $6.79M | 0.2% | +3.0% | 0.124% | |
10/29/2024 | Farther Finance Advisors LLC | 10,174 | $184K | 0.0% | +5.8% | 0.003% | |
10/28/2024 | Strategic Financial Partners Ltd. | 10,525 | $191K | 0.1% | N/A | 0.003% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 321,265 | $5.82M | 0.3% | -2.6% | 0.105% | |
10/28/2024 | Stephens Inc. AR | 173,152 | $3.13M | 0.0% | +7.0% | 0.057% | |
10/28/2024 | Aspen Wealth Strategies LLC | 50,959 | $922K | 0.6% | +1.2% | 0.017% | |
10/28/2024 | US Bancorp DE | 152,581 | $2.76M | 0.0% | -2.0% | 0.050% | |
10/28/2024 | Measured Wealth Private Client Group LLC | 18,883 | $342K | 0.1% | -57.5% | 0.006% | |
10/25/2024 | SteelPeak Wealth LLC | 60,987 | $1.10M | 0.0% | +7.3% | 0.020% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 325,984 | $5.90M | 2.7% | +2.8% | 0.107% | |
10/25/2024 | Lodestar Private Asset Management LLC | 18,854 | $341K | 0.0% | +17.9% | 0.006% | |
10/25/2024 | Valmark Advisers Inc. | 266,534 | $4.82M | 0.1% | +1.9% | 0.087% | |
10/25/2024 | Strategic Blueprint LLC | 48,766 | $883K | 0.1% | +5.8% | 0.016% | |
10/25/2024 | Integrated Advisors Network LLC | 63,828 | $1.16M | 0.1% | -4.6% | 0.021% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 63,194 | $1.14M | 0.2% | -2.9% | 0.021% | |
10/24/2024 | Custom Index Systems LLC | 41,889 | $758K | 0.4% | N/A | 0.014% | |
10/24/2024 | OMNI 360 Wealth Inc. | 23,159 | $419K | 0.3% | -6.1% | 0.008% | |
10/24/2024 | Park Edge Advisors LLC | 18,344 | $332K | 0.1% | -14.0% | 0.006% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 559,805 | $10.13M | 0.0% | +5.4% | 0.183% | |
10/24/2024 | Arkadios Wealth Advisors | 24,432 | $442K | 0.0% | +111.0% | 0.008% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 67,000 | $1.22M | 0.0% | +141.9% | 0.022% | |
10/23/2024 | Allworth Financial LP | 204,960 | $3.71M | 0.0% | -0.3% | 0.067% | |
10/23/2024 | Merkkuri Wealth Advisors LLC | 16,071 | $291K | 0.2% | +28.7% | 0.005% | |
10/23/2024 | Walker Asset Management LLC | 118,235 | $2.14M | 1.3% | -10.3% | 0.039% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 15,425 | $279K | 0.2% | N/A | 0.005% | |
10/22/2024 | International Assets Investment Management LLC | 1,544,370 | $279.53M | 0.0% | +1,642.3% | 0.505% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 3,998 | $72K | 0.0% | -31.3% | 0.001% | |
10/22/2024 | Lake Street Private Wealth LLC | 157,597 | $2.85M | 0.5% | +4.3% | 0.051% | |
10/22/2024 | Altus Wealth Group LLC | 55,699 | $1.01M | 0.4% | -7.8% | 0.018% | |
10/22/2024 | Mainsail Financial Group LLC | 109,053 | $1.97M | 1.2% | -9.4% | 0.036% | |
10/22/2024 | Private Advisor Group LLC | 359,155 | $6.50M | 0.0% | -18.2% | 0.117% | |
10/22/2024 | FSC Wealth Advisors LLC | 3,820 | $69K | 0.0% | +75.9% | 0.001% | |
10/21/2024 | Venture Visionary Partners LLC | 10,104 | $183K | 0.0% | N/A | 0.003% | |
10/21/2024 | Toth Financial Advisory Corp | 162,003 | $2.93M | 0.3% | +1.8% | 0.053% | |
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10/19/2024 | Midwest Heritage Bank FSB | 286,082 | $5.18M | 2.4% | +4.3% | 0.093% | |
10/19/2024 | Essex LLC | 64,460 | $1.17M | 0.2% | -4.7% | 0.021% | |
10/19/2024 | Cedrus LLC | 164,212 | $2.97M | 1.1% | +26.8% | 0.054% | |
10/18/2024 | Etesian Wealth Advisors Inc. | 147,925 | $2.68M | 1.2% | -15.1% | 0.048% | |
10/18/2024 | Raymond James & Associates | 2,978,161 | $53.91M | 0.0% | -10.0% | 0.973% | |
10/17/2024 | Stratos Wealth Partners LTD. | 419,016 | $7.58M | 0.1% | -22.1% | 0.137% | |
10/17/2024 | Claro Advisors LLC | 4,080 | $74K | 0.0% | -85.8% | 0.001% | |
10/16/2024 | Secure Asset Management LLC | 26,417 | $478K | 0.1% | +13.5% | 0.009% | |
10/16/2024 | Good Life Advisors LLC | 30,831 | $558K | 0.0% | -48.3% | 0.010% | |
10/16/2024 | Quad Cities Investment Group LLC | 430,729 | $7.80M | 3.9% | +1.1% | 0.141% | |