11/1/2024 | Objective Capital Management LLC | 4,040 | $263K | 0.2% | N/A | 0.007% | |
11/1/2024 | Corrado Advisors LLC | 33,521 | $2.18M | 1.4% | +1.1% | 0.060% | |
11/1/2024 | CWA Asset Management Group LLC | 9,106 | $592K | 0.0% | N/A | 0.016% | |
11/1/2024 | Sonata Capital Group Inc. | 4,000 | $260K | 0.1% | -11.1% | 0.007% | |
11/1/2024 | Capital Performance Advisors LLP | 500 | $32K | 0.0% | N/A | 0.001% | |
10/31/2024 | Mine & Arao Wealth Creation & Management LLC. | 44,937 | $2.92M | 1.4% | -2.0% | 0.081% | |
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10/31/2024 | Jmac Enterprises LLC | 3,180 | $207K | 0.0% | N/A | 0.006% | |
10/31/2024 | Cozad Asset Management Inc. | 10,115 | $657K | 0.1% | -14.9% | 0.018% | |
10/31/2024 | Financial Services Advisory Inc | 12,377 | $805K | 0.2% | N/A | 0.022% | |
10/31/2024 | Concurrent Investment Advisors LLC | 5,446 | $354K | 0.0% | +3.5% | 0.010% | |
10/31/2024 | Family Asset Management LLC | 2,645 | $172K | 0.1% | -7.4% | 0.005% | |
10/30/2024 | Maia Wealth LLC | 4,627 | $292K | 0.1% | +40.5% | 0.008% | |
10/30/2024 | Armor Investment Advisors LLC | 8,977 | $584K | 0.2% | -10.1% | 0.016% | |
10/29/2024 | Janney Montgomery Scott LLC | 30,961 | $2.01M | 0.0% | -8.6% | 0.056% | |
10/29/2024 | Indie Asset Partners LLC | 22,265 | $1.45M | 1.1% | -3.1% | 0.040% | |
10/29/2024 | Realta Investment Advisors | 1,000 | $65K | 0.0% | -20.1% | 0.002% | |
10/29/2024 | Key Financial Inc | 1,832 | $119K | 0.0% | -14.8% | 0.003% | |
10/29/2024 | Chicago Partners Investment Group LLC | 4,951 | $315K | 0.0% | +3.4% | 0.009% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 8,540 | $555K | 0.0% | -26.9% | 0.015% | |
10/28/2024 | Wade Financial Advisory Inc | 3,225 | $210K | 0.1% | N/A | 0.006% | |
10/28/2024 | Stephens Inc. AR | 11,315 | $735K | 0.0% | -8.7% | 0.020% | |
10/28/2024 | US Bancorp DE | 28,375 | $1.85M | 0.0% | +2.2% | 0.051% | |
10/25/2024 | Pinnacle Associates Ltd. | 4,120 | $268K | 0.0% | -80.0% | 0.007% | |
10/25/2024 | Valmark Advisers Inc. | 22,823 | $1.48M | 0.0% | +5.4% | 0.041% | |
10/25/2024 | American Financial Advisors LLC | 11,672 | $759K | 0.1% | -13.7% | 0.021% | |
10/24/2024 | J.W. Cole Advisors Inc. | 30,326 | $1.97M | 0.1% | +11.8% | 0.055% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 122,176 | $7.94M | 0.0% | -5.0% | 0.220% | |
10/24/2024 | Arkadios Wealth Advisors | 16,430 | $1.07M | 0.1% | -3.8% | 0.030% | |
10/23/2024 | Outlook Wealth Advisors LLC | 3,101 | $202K | 0.1% | N/A | 0.006% | |
10/23/2024 | Blackston Financial Advisory Group LLC | 13,451 | $874K | 0.5% | N/A | 0.024% | |
10/23/2024 | Merkkuri Wealth Advisors LLC | 28,223 | $1.84M | 1.5% | +11.3% | 0.051% | |
10/23/2024 | Harbour Trust & Investment Management Co | 3,750 | $244K | 0.0% | -21.1% | 0.007% | |
10/22/2024 | International Assets Investment Management LLC | 222,753 | $14.48M | 0.0% | +6,271.7% | 0.401% | |
10/22/2024 | Lazari Capital Management Inc. | 4,610 | $300K | 0.1% | N/A | 0.008% | |
10/22/2024 | Rainey & Randall Investment Management Inc. | 52,083 | $3.39M | 0.7% | +1.7% | 0.094% | |
10/22/2024 | Private Advisor Group LLC | 95,441 | $6.20M | 0.0% | -14.1% | 0.172% | |
10/22/2024 | Signaturefd LLC | 753 | $49K | 0.0% | -53.5% | 0.001% | |
10/21/2024 | Oakworth Capital Inc. | 377,041 | $24.51M | 1.7% | -4.3% | 0.678% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 7,625 | $496K | 0.0% | -3.2% | 0.014% | |
10/18/2024 | Key Client Fiduciary Advisors LLC | 6,296 | $409K | 0.2% | -21.2% | 0.011% | |
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10/18/2024 | Raymond James & Associates | 413,046 | $26.85M | 0.0% | -3.4% | 0.743% | |
10/18/2024 | Capital Investment Advisors LLC | 75,966 | $4.94M | 0.1% | -3.7% | 0.137% | |
10/18/2024 | KMG Fiduciary Partners LLC | 15,940 | $1.04M | 0.1% | -5.4% | 0.029% | |
10/18/2024 | Stratos Investment Management LLC | 5,371 | $349K | 0.0% | N/A | 0.010% | |
10/16/2024 | Marshall Financial Group LLC | 3,449 | $224K | 0.1% | -9.8% | 0.006% | |
10/16/2024 | Nottingham Advisors Inc. | 3,125 | $203K | 0.0% | N/A | 0.006% | |
10/16/2024 | Consolidated Capital Management LLC | 302,281 | $19.65M | 8.6% | +9.5% | 0.544% | |
10/16/2024 | Stillwater Capital Advisors LLC | 94,991 | $6.17M | 0.8% | -4.7% | 0.171% | |
10/15/2024 | Oxinas Partners Wealth Management LLC | 20,582 | $1.34M | 0.8% | -29.6% | 0.037% | |
10/15/2024 | NBC Securities Inc. | 2,710 | $176K | 0.0% | +30.0% | 0.005% | |
10/11/2024 | Creative Planning | 45,747 | $2.97M | 0.0% | +3.4% | 0.082% | |
10/11/2024 | Empirical Asset Management LLC | 39,510 | $2.57M | 0.3% | -3.0% | 0.071% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 13,626 | $886K | 0.1% | +3.6% | 0.025% | |
10/11/2024 | Sheridan Capital Management LLC | 53,860 | $3.50M | 2.5% | -4.9% | 0.097% | |
10/10/2024 | Koshinski Asset Management Inc. | 5,349 | $348K | 0.0% | +12.5% | 0.010% | |
10/10/2024 | Shira Ridge Wealth Management | 11,967 | $778K | 0.4% | +2.3% | 0.022% | |
10/10/2024 | Sowa Financial Group Inc. | 98,117 | $6.38M | 4.0% | -9.9% | 0.176% | |
10/8/2024 | CWM LLC | 19,305 | $1.26M | 0.0% | -1.0% | 0.035% | |
10/8/2024 | Daymark Wealth Partners LLC | 9,513 | $618K | 0.0% | -6.5% | 0.017% | |
10/8/2024 | Royal Fund Management LLC | 79,686 | $5.18M | 0.3% | -53.0% | 0.143% | |
10/8/2024 | Ignite Planners LLC | 3,413 | $222K | 0.1% | -33.3% | 0.006% | |
10/5/2024 | ZRC Wealth Management LLC | 785 | $51K | 0.0% | N/A | 0.001% | |
10/5/2024 | Arkansas Financial Group Inc. | 87,192 | $5.67M | 0.9% | +18.9% | 0.157% | |
10/5/2024 | Lwmg LLC | 8,291 | $539K | 0.1% | +23.8% | 0.015% | |
10/3/2024 | First Citizens Financial Corp | 110,460 | $7.18M | 3.8% | -0.3% | 0.199% | |
10/3/2024 | Park Avenue Securities LLC | 48,571 | $3.16M | 0.0% | +8.4% | 0.087% | |
10/1/2024 | Park National Corp OH | 3,750 | $244K | 0.0% | -6.3% | 0.007% | |
9/10/2024 | Prio Wealth Limited Partnership | 6,850 | $420K | 0.0% | -3.2% | 0.012% | |
9/5/2024 | Sanctuary Advisors LLC | 97,971 | $5.74M | 0.0% | N/A | 0.176% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 789 | $50K | 0.0% | N/A | 0.001% | |
8/22/2024 | Cetera Investment Advisers | 151,271 | $9.27M | 0.0% | -18.9% | 0.272% | |
8/21/2024 | Truist Financial Corp | 52,816 | $3.24M | 0.0% | -13.4% | 0.095% | |
8/19/2024 | EP Wealth Advisors LLC | 11,560 | $708K | 0.0% | -56.6% | 0.021% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 11,089 | $679K | 0.0% | +373.9% | 0.020% | |
8/16/2024 | Granite FO LLC | 9,768 | $598K | 0.4% | N/A | 0.018% | |
8/16/2024 | NewEdge Advisors LLC | 20,847 | $1.28M | 0.0% | +6.1% | 0.037% | |
8/16/2024 | Coastal Bridge Advisors LLC | 9,415 | $577K | 0.1% | -25.0% | 0.017% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,190,013 | $72.91M | 0.1% | -18.3% | 2.140% | |
8/16/2024 | Northeast Financial Consultants Inc | 26,525 | $1.63M | 0.1% | -7.7% | 0.048% | |
8/16/2024 | Creative Planning | 44,243 | $2.71M | 0.0% | -2.3% | 0.080% | |
8/15/2024 | Daymark Wealth Partners LLC | 10,179 | $624K | 0.0% | +25.9% | 0.018% | |
8/14/2024 | Mill Creek Capital Advisors LLC | 8,855 | $543K | 0.0% | -3.5% | 0.016% | |
8/14/2024 | Marshall Wace LLP | 12,487 | $765K | 0.0% | N/A | 0.022% | |
8/14/2024 | Bank of Montreal Can | 98,295 | $6.06M | 0.0% | +4.0% | 0.177% | |
8/14/2024 | Fairscale Capital LLC | 5,657 | $357K | 0.3% | N/A | 0.010% | |
8/13/2024 | TPG Advisors LLC | 5,375 | $329K | 0.3% | N/A | 0.010% | |
8/13/2024 | Thrivent Financial for Lutherans | 137,929 | $8.45M | 0.0% | +0.9% | 0.248% | |
8/13/2024 | Etfidea LLC | 97,358 | $5.97M | 2.0% | +1.0% | 0.175% | |
8/12/2024 | WCG Wealth Advisors LLC | 14,695 | $900K | 0.1% | +13.1% | 0.026% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 17,214 | $1.06M | 0.4% | +2.4% | 0.031% | |
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8/12/2024 | Blair William & Co. IL | 10,981 | $673K | 0.0% | +2.0% | 0.020% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 24,021 | $1.47M | 0.0% | -14.1% | 0.043% | |
8/10/2024 | Axxcess Wealth Management LLC | 11,375 | $697K | 0.0% | +6.3% | 0.020% | |
8/9/2024 | Citizens Financial Group Inc. RI | 20,268 | $1.24M | 0.0% | +1.8% | 0.036% | |
8/8/2024 | J.W. Cole Advisors Inc. | 27,119 | $1.66M | 0.1% | +3.8% | 0.049% | |
8/8/2024 | Envestnet Asset Management Inc. | 117,046 | $7.17M | 0.0% | -1.6% | 0.211% | |
8/8/2024 | Wealthspire Advisors LLC | 19,462 | $1.19M | 0.0% | +86.5% | 0.035% | |
8/8/2024 | Johnson Investment Counsel Inc. | 35,175 | $2.16M | 0.0% | +1.6% | 0.063% | |
8/8/2024 | LPL Financial LLC | 1,543,365 | $94.56M | 0.0% | +0.8% | 2.776% | |
8/7/2024 | MGO One Seven LLC | 23,477 | $1.44M | 0.1% | +8.4% | 0.042% | |