11/18/2024 | TD Private Client Wealth LLC | 10,913 | $796K | 0.0% | +4.6% | 0.038% | |
11/18/2024 | Asset Allocation Strategies LLC | 20,656 | $1.51M | 0.4% | -28.2% | 0.071% | |
11/18/2024 | Coldstream Capital Management Inc. | 5,409 | $395K | 0.0% | -8.3% | 0.019% | |
11/15/2024 | MML Investors Services LLC | 71,222 | $5.20M | 0.0% | +4.8% | 0.246% | |
11/15/2024 | Jane Street Group LLC | 27,346 | $2.00M | 0.0% | N/A | 0.095% | |
11/15/2024 | Stifel Financial Corp | 11,097 | $810K | 0.0% | -14.8% | 0.038% | |
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11/15/2024 | IHT Wealth Management LLC | 9,138 | $667K | 0.0% | -2.8% | 0.032% | |
11/15/2024 | Integrated Wealth Concepts LLC | 20,626 | $1.51M | 0.0% | +3.5% | 0.071% | |
11/15/2024 | HighTower Advisors LLC | 33,793 | $2.46M | 0.0% | -11.5% | 0.117% | |
11/15/2024 | Hilltop Holdings Inc. | 22,047 | $1.61M | 0.1% | +6.0% | 0.076% | |
11/15/2024 | Benjamin Edwards Inc. | 5,017 | $366K | 0.0% | N/A | 0.017% | |
11/14/2024 | Arete Wealth Advisors LLC | 24,512 | $1.78M | 0.1% | -1.8% | 0.085% | |
11/13/2024 | FMR LLC | 11,341 | $828K | 0.0% | +21.6% | 0.039% | |
11/13/2024 | Capital Square LLC | 28,186 | $2.06M | 1.2% | -6.7% | 0.098% | |
11/12/2024 | Larson Financial Group LLC | 4,329 | $316K | 0.0% | N/A | 0.015% | |
11/12/2024 | Jim Saulnier & Associates LLC | 16,847 | $1.23M | 1.2% | N/A | 0.058% | |
11/12/2024 | Kingsview Wealth Management LLC | 73,243 | $5.35M | 0.1% | +6.3% | 0.253% | |
11/12/2024 | Certified Advisory Corp | 64,035 | $4.67M | 0.5% | +4.8% | 0.222% | |
11/12/2024 | Flagstar Advisors Inc. | 7,678 | $560K | 0.1% | -1.9% | 0.027% | |
11/12/2024 | Nwam LLC | 51,702 | $3.77M | 0.2% | N/A | 0.179% | |
11/12/2024 | Integrated Investment Consultants LLC | 112,763 | $8.01M | 0.2% | +8.3% | 0.390% | |
11/8/2024 | Steele Capital Management Inc. | 186,034 | $13.61M | 0.7% | +13.6% | 0.644% | |
11/8/2024 | First Horizon Advisors Inc. | 12,258 | $894K | 0.0% | +1.9% | 0.042% | |
11/8/2024 | Avior Wealth Management LLC | 547,910 | $39.97M | 1.6% | +4.7% | 1.896% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 7,155 | $522K | 0.4% | N/A | 0.025% | |
11/7/2024 | Thrivent Financial for Lutherans | 41,656 | $3.04M | 0.0% | +286.8% | 0.144% | |
11/6/2024 | KPP Advisory Services LLC | 8,360 | $610K | 0.1% | +19.2% | 0.029% | |
11/6/2024 | Black Diamond Financial LLC | 32,992 | $2.41M | 0.4% | +4.3% | 0.114% | |
11/6/2024 | Summit Asset Management LLC | 59,702 | $4.36M | 0.8% | -0.5% | 0.207% | |
11/6/2024 | Oppenheimer & Co. Inc. | 87,594 | $6.39M | 0.1% | -4.2% | 0.303% | |
11/6/2024 | Cornerstone Planning Group LLC | 310,146 | $22.98M | 5.0% | +6.0% | 1.073% | |
11/5/2024 | Harbour Investments Inc. | 8,046 | $587K | 0.0% | +8.8% | 0.028% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 87,416 | $6.38M | 0.5% | +23.2% | 0.302% | |
11/4/2024 | Addison Advisors LLC | 6,375 | $465K | 0.1% | +50.5% | 0.022% | |
11/4/2024 | Beam Wealth Advisors Inc. | 18,008 | $1.31M | 0.4% | +30.7% | 0.062% | |
11/4/2024 | Axxcess Wealth Management LLC | 15,826 | $1.16M | 0.0% | +6.2% | 0.055% | |
11/4/2024 | Sigma Planning Corp | 118,654 | $8.66M | 0.3% | +33.3% | 0.411% | |
11/1/2024 | Atria Investments Inc | 14,782 | $1.08M | 0.0% | -9.5% | 0.051% | |
11/1/2024 | PFS Partners LLC | 92,342 | $6.74M | 3.8% | +0.9% | 0.320% | |
11/1/2024 | Assetmark Inc. | 4,106 | $300K | 0.0% | +39.9% | 0.014% | |
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11/1/2024 | Rovin Capital UT ADV | 36,182 | $2.64M | 1.0% | +12.7% | 0.125% | |
10/31/2024 | Castle Wealth Management LLC | 61,176 | $4.46M | 1.8% | +3.4% | 0.212% | |
10/31/2024 | Forte Capital LLC ADV | 76,334 | $5.57M | 0.6% | -27.1% | 0.264% | |
10/30/2024 | HF Advisory Group LLC | 12,638 | $922K | 0.4% | +28.3% | 0.044% | |
10/30/2024 | Chaney Capital Management Inc. | 36,463 | $2.66M | 1.5% | +129.5% | 0.126% | |
10/29/2024 | Roman Butler Fullerton & Co. | 3,266 | $243K | 0.1% | -9.6% | 0.011% | |
10/29/2024 | IAG Wealth Partners LLC | 170,805 | $12.46M | 2.3% | +3.2% | 0.591% | |
10/29/2024 | Janney Montgomery Scott LLC | 43,664 | $3.19M | 0.0% | +7.0% | 0.151% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 281,401 | $20.53M | 1.7% | -2.7% | 0.974% | |
10/28/2024 | Focus Financial Network Inc. | 16,929 | $1.24M | 0.1% | +5.7% | 0.059% | |
10/25/2024 | Voisard Asset Management Group Inc. | 12,475 | $910K | 0.4% | +345.4% | 0.043% | |
10/25/2024 | Diversify Wealth Management LLC | 19,558 | $1.44M | 0.1% | N/A | 0.068% | |
10/25/2024 | Pinnacle Associates Ltd. | 9,150 | $668K | 0.0% | +27.1% | 0.032% | |
10/25/2024 | Eagle Strategies LLC | 110,902 | $8.09M | 1.5% | +1.5% | 0.384% | |
10/25/2024 | Valmark Advisers Inc. | 5,627 | $411K | 0.0% | N/A | 0.019% | |
10/25/2024 | Diversify Advisory Services LLC | 12,511 | $926K | 0.0% | -23.7% | 0.043% | |
10/24/2024 | Hunter Associates Investment Management LLC | 24,311 | $1.78M | 0.3% | +4.0% | 0.084% | |
10/24/2024 | Concord Wealth Partners | 1,033 | $75K | 0.0% | N/A | 0.004% | |
10/24/2024 | Marmo Financial Group LLC | 119,048 | $8.69M | 4.6% | -42.6% | 0.412% | |
10/24/2024 | Ellis Investment Partners LLC | 2,764 | $202K | 0.0% | N/A | 0.010% | |
10/24/2024 | Valley National Advisers Inc. | 37,131 | $2.71M | 0.5% | -35.2% | 0.128% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 89,803 | $6.55M | 0.0% | -0.4% | 0.311% | |
10/23/2024 | Allworth Financial LP | 2,909 | $212K | 0.0% | -15.9% | 0.010% | |
10/23/2024 | Mayfair Advisory Group LLC | 5,806 | $423K | 0.3% | +2.5% | 0.020% | |
10/23/2024 | Silver Oak Securities Incorporated | 12,174 | $888K | 0.1% | +62.3% | 0.042% | |
10/23/2024 | Bogart Wealth LLC | 2,913 | $213K | 0.0% | -20.7% | 0.010% | |
10/22/2024 | McAdam LLC | 7,196 | $525K | 0.0% | +6.4% | 0.025% | |
10/22/2024 | RAM Investment Partners LLC | 2,865 | $209K | 0.1% | -9.5% | 0.010% | |
10/22/2024 | Private Advisor Group LLC | 105,208 | $7.68M | 0.0% | +7.6% | 0.364% | |
10/22/2024 | Leo Wealth LLC | 37,303 | $2.72M | 0.2% | +17.5% | 0.129% | |
10/21/2024 | Rodgers & Associates LTD | 219,935 | $16.05M | 1.9% | +4.2% | 0.761% | |
10/21/2024 | Foundations Investment Advisors LLC | 2,835 | $207K | 0.0% | N/A | 0.010% | |
10/21/2024 | Courage Miller Partners LLC | 27,084 | $1.98M | 0.7% | -2.5% | 0.094% | |
10/21/2024 | Marino Stram & Associates LLC | 26,806 | $1.96M | 0.4% | +2.1% | 0.093% | |
10/19/2024 | Capital Wealth Management LLC | 156,555 | $11.42M | 4.9% | -0.3% | 0.542% | |
10/19/2024 | Cedrus LLC | 103,508 | $7.55M | 2.8% | +8.4% | 0.358% | |
10/19/2024 | Means Investment CO. Inc. | 4,599 | $336K | 0.0% | +7.1% | 0.016% | |
10/18/2024 | Verde Capital Management | 51,052 | $3.73M | 1.1% | +5.1% | 0.177% | |
10/18/2024 | Whitaker Myers Wealth Managers LTD. | 8,913 | $650K | 0.2% | -19.6% | 0.031% | |
10/18/2024 | Commonwealth Equity Services LLC | 469,685 | $34.27M | 0.1% | -16.8% | 1.625% | |
10/18/2024 | Raymond James & Associates | 134,148 | $9.79M | 0.0% | +12.3% | 0.464% | |
10/17/2024 | Orgel Wealth Management LLC | 322,941 | $23.57M | 0.6% | -4.1% | 1.117% | |
10/17/2024 | LexAurum Advisors LLC | 4,982 | $364K | 0.1% | -18.5% | 0.017% | |
10/16/2024 | Global Retirement Partners LLC | 37,901 | $2.77M | 0.1% | -3.2% | 0.131% | |
10/16/2024 | Nottingham Advisors Inc. | 20,651 | $1.51M | 0.2% | N/A | 0.071% | |
10/16/2024 | LaFleur & Godfrey LLC | 8,993 | $656K | 0.1% | +5.2% | 0.031% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 7,397 | $540K | 0.0% | -10.3% | 0.026% | |
10/15/2024 | PFG Advisors | 49,339 | $3.60M | 0.2% | +1.3% | 0.171% | |
10/15/2024 | Prospect Financial Services LLC | 22,846 | $1.67M | 1.0% | +2.7% | 0.079% | |
10/10/2024 | Willner & Heller LLC | 9,576 | $699K | 0.6% | +2.0% | 0.033% | |
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10/10/2024 | Carnegie Investment Counsel | 14,329 | $1.05M | 0.0% | +1.3% | 0.050% | |
10/10/2024 | OxenFree Capital LLC | 68,543 | $5.00M | 3.9% | +5.7% | 0.237% | |
10/9/2024 | LongView Wealth Management | 7,315 | $534K | 0.2% | +10.6% | 0.025% | |
10/9/2024 | TAP Consulting LLC | 4,903 | $358K | 0.1% | -10.3% | 0.017% | |
10/9/2024 | Fermata Advisors LLC | 8,235 | $601K | 0.1% | -5.4% | 0.028% | |
10/9/2024 | Scott Capital Advisors LLC | 122,237 | $8.92M | 2.5% | -3.3% | 0.423% | |
10/9/2024 | Matrix Trust Co | 186,034 | $13.58M | 2.5% | +13.6% | 0.644% | |
10/8/2024 | CWM LLC | 82,873 | $6.05M | 0.0% | -2.6% | 0.287% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,014 | $220K | 0.0% | N/A | 0.010% | |
10/8/2024 | Atomi Financial Group Inc. | 10,335 | $754K | 0.0% | +73.5% | 0.036% | |