11/15/2024 | MML Investors Services LLC | 8,837 | $532K | 0.0% | +4.5% | 0.013% | |
11/15/2024 | National Bank of Canada FI | 4,811 | $290K | 0.0% | -4.0% | 0.007% | |
11/15/2024 | Weaver Consulting Group | 5,761 | $347K | 0.1% | +7.1% | 0.009% | |
11/15/2024 | Stifel Financial Corp | 93,530 | $5.63M | 0.0% | +6.2% | 0.140% | |
11/15/2024 | Integrated Wealth Concepts LLC | 163,012 | $9.81M | 0.1% | +1.3% | 0.243% | |
11/15/2024 | HighTower Advisors LLC | 3,434 | $206K | 0.0% | -35.7% | 0.005% | |
|
11/15/2024 | Benjamin Edwards Inc. | 12,100 | $728K | 0.0% | N/A | 0.018% | |
11/15/2024 | Atlas Wealth LLC | 44,678 | $2.69M | 1.2% | -0.5% | 0.067% | |
11/14/2024 | Captrust Financial Advisors | 116,864 | $7.04M | 0.0% | +0.5% | 0.174% | |
11/14/2024 | Rockefeller Capital Management L.P. | 71,519 | $4.31M | 0.0% | +6.6% | 0.107% | |
11/13/2024 | Freedom Investment Management Inc. | 66,959 | $4.03M | 0.3% | -3.9% | 0.100% | |
11/13/2024 | FMR LLC | 6,993 | $421K | 0.0% | +24.9% | 0.010% | |
11/13/2024 | D.A. Davidson & CO. | 96,929 | $5.84M | 0.0% | +4.1% | 0.145% | |
11/13/2024 | The Manufacturers Life Insurance Company | 3,620,376 | $217.95M | 0.2% | -4.6% | 5.405% | |
11/13/2024 | Private Trust Co. NA | 2,828 | $170K | 0.0% | +17.6% | 0.004% | |
11/12/2024 | Larson Financial Group LLC | 82,127 | $4.94M | 0.3% | +1,105.8% | 0.123% | |
11/12/2024 | Cerity Partners LLC | 9,742 | $586K | 0.0% | -20.0% | 0.015% | |
11/12/2024 | Kingsview Wealth Management LLC | 18,049 | $1.09M | 0.0% | N/A | 0.027% | |
11/12/2024 | Great Valley Advisor Group Inc. | 16,527 | $995K | 0.0% | -11.9% | 0.025% | |
11/12/2024 | Flagstar Advisors Inc. | 48,399 | $2.91M | 0.7% | -1.7% | 0.072% | |
11/9/2024 | LPL Financial LLC | 4,558,833 | $274.44M | 0.1% | +5.7% | 6.806% | |
11/7/2024 | Thrivent Financial for Lutherans | 805,216 | $48.47M | 0.1% | -10.3% | 1.202% | |
11/6/2024 | Cassady Schiller Wealth Management LLC | 2,120 | $128K | 0.0% | N/A | 0.003% | |
11/6/2024 | KPP Advisory Services LLC | 230,725 | $13.89M | 3.3% | -19.9% | 0.344% | |
11/6/2024 | Coastline Trust Co | 13,803 | $831K | 0.1% | +64.4% | 0.021% | |
11/6/2024 | Linscomb Wealth Inc. | 54,070 | $3.26M | 0.2% | +6.6% | 0.081% | |
11/6/2024 | OneDigital Investment Advisors LLC | 44,496 | $2.68M | 0.0% | -6.8% | 0.066% | |
11/6/2024 | Palo Alto Wealth Advisors LLC | 177,160 | $10.78M | 4.5% | +9.2% | 0.264% | |
11/6/2024 | Huntington National Bank | 986 | $59K | 0.0% | +154.1% | 0.001% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 5,064 | $305K | 0.0% | N/A | 0.008% | |
11/4/2024 | Tyler Stone Wealth Management | 12,328 | $742K | 0.1% | +90.7% | 0.018% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 4,290 | $258K | 0.0% | +16.3% | 0.006% | |
11/1/2024 | Assetmark Inc. | 6,274 | $378K | 0.0% | -7.1% | 0.009% | |
11/1/2024 | Smith Thornton Advisors LLC | 60,280 | $3.63M | 2.4% | +0.4% | 0.090% | |
10/31/2024 | Cozad Asset Management Inc. | 9,710 | $585K | 0.1% | +2.3% | 0.014% | |
10/31/2024 | Graypoint LLC | 3,441 | $207K | 0.0% | N/A | 0.005% | |
10/31/2024 | JNBA Financial Advisors | 33,575 | $2.02M | 0.2% | -7.4% | 0.050% | |
10/29/2024 | IAG Wealth Partners LLC | 98,346 | $5.92M | 1.1% | +1.0% | 0.147% | |
10/29/2024 | Private Management Group Inc. | 3,404 | $205K | 0.0% | N/A | 0.005% | |
10/29/2024 | Chicago Partners Investment Group LLC | 35,806 | $2.15M | 0.1% | +8.8% | 0.053% | |
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10/28/2024 | Interchange Capital Partners LLC | 27,962 | $1.68M | 0.6% | +4.3% | 0.042% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 32,371 | $1.95M | 0.2% | -25.7% | 0.048% | |
10/25/2024 | TNF LLC | 5,318 | $320K | 0.1% | +9.4% | 0.008% | |
10/25/2024 | Capstone Triton Financial Group LLC | 3,329 | $200K | 0.1% | N/A | 0.005% | |
10/25/2024 | Valmark Advisers Inc. | 41,054 | $2.47M | 0.0% | -0.4% | 0.061% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 4,122 | $248K | 0.1% | N/A | 0.006% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 144,802 | $8.72M | 1.2% | +5.1% | 0.216% | |
10/24/2024 | Vima LLC | 5,706 | $344K | 0.7% | -61.1% | 0.009% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,211 | $675K | 0.1% | +104.6% | 0.017% | |
10/24/2024 | Financial Management Professionals Inc. | 780,750 | $47.00M | 5.8% | +1.4% | 1.166% | |
10/24/2024 | Arkadios Wealth Advisors | 35,069 | $2.11M | 0.1% | +4.8% | 0.052% | |
10/23/2024 | DORVAL Corp | 36,364 | $2.14M | 0.9% | -13.7% | 0.054% | |
10/23/2024 | Grimes & Company Inc. | 78,092 | $4.70M | 0.1% | -0.6% | 0.117% | |
10/22/2024 | Foundry Financial Group Inc. | 103,557 | $6.23M | 3.9% | +0.6% | 0.155% | |
10/22/2024 | Private Advisor Group LLC | 1,132,113 | $68.15M | 0.4% | -3.9% | 1.690% | |
10/18/2024 | Commonwealth Equity Services LLC | 1,701,652 | $102.44M | 0.2% | +0.3% | 2.541% | |
10/18/2024 | Raymond James & Associates | 237,988 | $14.33M | 0.0% | -3.4% | 0.355% | |
10/17/2024 | Stratos Wealth Partners LTD. | 192,028 | $11.56M | 0.2% | -0.6% | 0.287% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 55,920 | $3.37M | 0.5% | -27.2% | 0.083% | |
10/16/2024 | Global Retirement Partners LLC | 156,677 | $9.43M | 0.3% | -2.9% | 0.234% | |
10/16/2024 | Good Life Advisors LLC | 39,033 | $2.35M | 0.1% | +4.6% | 0.058% | |
10/16/2024 | Avaii Wealth Management LLC | 21,923 | $1.32M | 0.7% | +1.2% | 0.033% | |
10/16/2024 | Cornerstone Wealth Management LLC | 10,646 | $641K | 0.0% | -2.1% | 0.016% | |
10/16/2024 | Amplius Wealth Advisors LLC | 581,659 | $35.01M | 3.8% | -11.0% | 0.868% | |
10/16/2024 | ERn Financial LLC | 234,840 | $14.14M | 2.2% | +2.8% | 0.351% | |
10/15/2024 | PFG Advisors | 65,466 | $3.94M | 0.2% | +9.2% | 0.098% | |
10/15/2024 | FMA Wealth Management LLC | 84,297 | $5.08M | 3.7% | +85.4% | 0.126% | |
10/11/2024 | Creative Planning | 3,532 | $213K | 0.0% | N/A | 0.005% | |
10/10/2024 | Priebe Wealth Holdings LLC | 3,598 | $217K | 0.2% | N/A | 0.005% | |
10/8/2024 | CWM LLC | 3,245 | $195K | 0.0% | +46.7% | 0.005% | |
10/8/2024 | WealthCare Investment Partners LLC | 7,486 | $446K | 0.2% | -10.6% | 0.011% | |
10/8/2024 | Williams & Novak LLC | 4,868 | $293K | 0.3% | +12.7% | 0.007% | |
10/7/2024 | Fragasso Financial Advisors Inc | 122,470 | $7.37M | 0.6% | -3.9% | 0.183% | |
10/7/2024 | Choice Wealth Advisors LLC | 198,233 | $11.93M | 6.0% | +0.4% | 0.296% | |
10/7/2024 | Smith Anglin Financial LLC | 183,836 | $11.07M | 1.1% | -85.7% | 0.274% | |
10/3/2024 | Granite Bay Wealth Management LLC | 111,559 | $6.72M | 3.8% | +17.2% | 0.167% | |
10/2/2024 | Dentgroup LLC | 4,826 | $291K | 0.2% | N/A | 0.007% | |
9/5/2024 | Sanctuary Advisors LLC | 69,914 | $3.82M | 0.0% | N/A | 0.104% | |
8/27/2024 | KPP Advisory Services LLC | 288,124 | $15.86M | 4.2% | -2.3% | 0.430% | |
8/22/2024 | Cetera Investment Advisers | 657,017 | $36.16M | 0.1% | -3.2% | 0.981% | |
8/21/2024 | Granite Bay Wealth Management LLC | 95,153 | $5.24M | 0.2% | +30.2% | 0.142% | |
8/21/2024 | Truist Financial Corp | 34,974 | $1.93M | 0.0% | -14.0% | 0.052% | |
8/16/2024 | NewEdge Advisors LLC | 63,224 | $3.48M | 0.0% | +199.3% | 0.094% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,935,093 | $106.51M | 0.1% | -9.1% | 2.889% | |
8/15/2024 | Smith Thornton Advisors LLC | 60,033 | $3.30M | 2.4% | N/A | 0.090% | |
8/15/2024 | The Manufacturers Life Insurance Company | 3,795,302 | $208.89M | 0.2% | -0.8% | 5.666% | |
8/13/2024 | Thrivent Financial for Lutherans | 897,753 | $49.41M | 0.1% | -0.1% | 1.340% | |
8/12/2024 | WCG Wealth Advisors LLC | 10,953 | $603K | 0.0% | N/A | 0.016% | |
8/12/2024 | Waterloo Capital L.P. | 26,547 | $1.46M | 0.2% | -15.6% | 0.040% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 33,528 | $1.85M | 0.0% | -6.8% | 0.050% | |
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8/10/2024 | Hill Island Financial LLC | 1,114,853 | $61.36M | 20.1% | +1.5% | 1.664% | |
8/9/2024 | SigFig Wealth Management LLC | 11,302 | $622K | 0.0% | +7.9% | 0.017% | |
8/9/2024 | Foundry Financial Group Inc. | 102,980 | $5.67M | 3.9% | +4.4% | 0.154% | |
8/8/2024 | Envestnet Asset Management Inc. | 340,057 | $18.72M | 0.0% | +10.5% | 0.508% | |
8/8/2024 | Vima LLC | 14,686 | $808K | 1.8% | -10.5% | 0.022% | |
8/8/2024 | Executive Wealth Management LLC | 294,822 | $16.23M | 3.0% | +8.6% | 0.440% | |
8/8/2024 | Linscomb Wealth Inc. | 50,701 | $2.79M | 0.1% | +8.4% | 0.076% | |
8/8/2024 | LPL Financial LLC | 4,314,905 | $237.49M | 0.1% | +8.3% | 6.442% | |
8/7/2024 | MGO One Seven LLC | 27,597 | $1.52M | 0.1% | +7.1% | 0.041% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 902 | $50K | 0.0% | N/A | 0.001% | |