11/4/2024 | Weil Company Inc. | 50,961 | $2.88M | 0.9% | +32.3% | 0.063% | |
11/4/2024 | Baker Avenue Asset Management LP | 474,507 | $26.84M | 0.9% | +0.3% | 0.586% | |
11/4/2024 | Sigma Planning Corp | 67,064 | $3.79M | 0.1% | +13.7% | 0.083% | |
11/1/2024 | Atria Investments Inc | 30,255 | $1.71M | 0.0% | +37.0% | 0.037% | |
11/1/2024 | Sequent Asset Management LLC | 9,691 | $548K | 0.3% | -34.6% | 0.012% | |
11/1/2024 | Able Wealth Management LLC | 83,556 | $4.73M | 3.6% | -4.3% | 0.103% | |
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10/31/2024 | Portside Wealth Group LLC | 63,211 | $3.58M | 0.6% | +9.3% | 0.078% | |
10/31/2024 | Financial Services Advisory Inc | 393,611 | $22.27M | 5.4% | +2.0% | 0.486% | |
10/31/2024 | Family Asset Management LLC | 13,290 | $752K | 0.5% | -4.4% | 0.016% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 657,105 | $37.17M | 1.7% | +3.5% | 0.812% | |
10/30/2024 | Ameritas Advisory Services LLC | 244,144 | $13.81M | 0.6% | -38.1% | 0.302% | |
10/30/2024 | PDS Planning Inc | 3,839 | $217K | 0.0% | N/A | 0.005% | |
10/29/2024 | Centennial Bank AR | 98,788 | $5.59M | 2.6% | +8.5% | 0.122% | |
10/29/2024 | Confluence Wealth Services Inc. | 33,747 | $1.91M | 0.1% | -0.5% | 0.042% | |
10/29/2024 | Janney Montgomery Scott LLC | 217,816 | $12.32M | 0.0% | -58.0% | 0.269% | |
10/29/2024 | REDW Wealth LLC | 570,961 | $32.30M | 8.3% | -6.5% | 0.705% | |
10/29/2024 | Princeton Global Asset Management LLC | 31,841 | $1.80M | 0.4% | +19.9% | 0.039% | |
10/29/2024 | Farther Finance Advisors LLC | 6,201 | $351K | 0.0% | -36.8% | 0.008% | |
10/28/2024 | Focus Financial Network Inc. | 79,415 | $4.49M | 0.2% | +5.0% | 0.098% | |
10/28/2024 | US Bancorp DE | 1,275 | $72K | 0.0% | -13.9% | 0.002% | |
10/28/2024 | Petra Financial Advisors Inc. | 132,037 | $7.47M | 4.9% | +28.6% | 0.163% | |
10/28/2024 | Tevis Investment Management | 4,062 | $230K | 0.2% | N/A | 0.005% | |
10/28/2024 | Goldstone Financial Group LLC | 411,001 | $23.25M | 4.0% | N/A | 0.508% | |
10/25/2024 | Diversify Wealth Management LLC | 10,694 | $606K | 0.1% | -13.2% | 0.013% | |
10/25/2024 | Mutual Advisors LLC | 56,423 | $3.20M | 0.1% | +26.5% | 0.070% | |
10/25/2024 | Andina Capital Management LLC | 20,504 | $1.16M | 0.9% | N/A | 0.025% | |
10/25/2024 | Diversify Advisory Services LLC | 14,168 | $808K | 0.0% | -2.1% | 0.018% | |
10/25/2024 | Integrated Advisors Network LLC | 15,719 | $889K | 0.0% | -1.5% | 0.019% | |
10/25/2024 | MBA Advisors LLC | 126,664 | $7.17M | 3.4% | +2.7% | 0.156% | |
10/25/2024 | Fortitude Family Office LLC | 1,200 | $68K | 0.0% | N/A | 0.001% | |
10/24/2024 | Concord Wealth Partners | 177,413 | $10.04M | 1.7% | +2.9% | 0.219% | |
10/24/2024 | Baker Tilly Wealth Management LLC | 6,379 | $361K | 0.2% | +5.7% | 0.008% | |
10/24/2024 | J.W. Cole Advisors Inc. | 93,057 | $5.26M | 0.2% | +2.1% | 0.115% | |
10/24/2024 | Valley National Advisers Inc. | 36,895 | $2.09M | 0.4% | -31.2% | 0.046% | |
10/24/2024 | Arkadios Wealth Advisors | 15,155 | $857K | 0.0% | N/A | 0.019% | |
10/23/2024 | Allworth Financial LP | 4,830 | $273K | 0.0% | +5.6% | 0.006% | |
10/23/2024 | West Wealth Group LLC | 304,570 | $17.23M | 5.6% | +8.1% | 0.376% | |
10/23/2024 | Valicenti Advisory Services Inc. | 154,284 | $8.73M | 2.2% | +40.9% | 0.191% | |
10/23/2024 | Mason & Associates Inc | 861,023 | $48.71M | 12.2% | +25.9% | 1.064% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 843,591 | $47.72M | 2.2% | +1.2% | 1.042% | |
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10/22/2024 | Fulcrum Capital LLC | 60,857 | $3.44M | 0.7% | N/A | 0.075% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 109,180 | $6.18M | 0.2% | +3.3% | 0.135% | |
10/22/2024 | Private Advisor Group LLC | 178,184 | $10.08M | 0.1% | +101.9% | 0.220% | |
10/22/2024 | Signaturefd LLC | 5,533,652 | $313.04M | 6.0% | +1.2% | 6.836% | |
10/22/2024 | Sequoia Financial Advisors LLC | 40,262 | $2.28M | 0.0% | N/A | 0.050% | |
10/21/2024 | Tull Financial Group Inc. | 424,696 | $24.03M | 14.6% | N/A | 0.525% | |
10/21/2024 | Foundations Investment Advisors LLC | 13,504 | $764K | 0.0% | N/A | 0.017% | |
10/21/2024 | Ledyard National Bank | 160,420 | $9.08M | 0.8% | +0.9% | 0.198% | |
10/21/2024 | Roof Eidam Maycock Peralta LLC | 451,693 | $25.55M | 6.5% | -3.5% | 0.558% | |
10/21/2024 | Sharkey Howes & Javer | 5,556 | $314K | 0.0% | -91.9% | 0.007% | |
10/21/2024 | MBE Wealth Management LLC | 17,209 | $974K | 0.5% | -10.2% | 0.021% | |
10/18/2024 | Seamount Financial Group Inc. | 114,422 | $6.47M | 4.9% | +8.2% | 0.141% | |
10/18/2024 | Commonwealth Equity Services LLC | 1,095,854 | $61.99M | 0.1% | +5.3% | 1.354% | |
10/18/2024 | Raymond James & Associates | 296,140 | $16.75M | 0.0% | +19.6% | 0.366% | |
10/18/2024 | ST Germain D J Co. Inc. | 2,638,129 | $149.24M | 6.9% | +2.6% | 3.259% | |
10/18/2024 | Cobblestone Asset Management LLC | 161,152 | $9.12M | 5.5% | -0.9% | 0.199% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 344,112 | $19.47M | 0.3% | +10.9% | 0.425% | |
10/18/2024 | First Citizens Bank & Trust Co. | 78,042 | $4.42M | 0.1% | -41.3% | 0.096% | |
10/18/2024 | Blue Trust Inc. | 44,765 | $2.37M | 0.0% | +7.5% | 0.055% | |
10/17/2024 | Stratos Wealth Partners LTD. | 401,329 | $22.70M | 0.3% | +2.9% | 0.496% | |
10/17/2024 | Sax Wealth Advisors LLC | 8,326 | $471K | 0.0% | +28.4% | 0.010% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 109,361 | $6.19M | 0.9% | +1.1% | 0.135% | |
10/16/2024 | Teamwork Financial Advisors LLC | 9,331 | $528K | 0.1% | -3.4% | 0.012% | |
10/16/2024 | Global Retirement Partners LLC | 44,631 | $2.53M | 0.1% | +10.4% | 0.055% | |
10/16/2024 | Nottingham Advisors Inc. | 11,925 | $675K | 0.1% | N/A | 0.015% | |
10/16/2024 | Cornerstone Wealth Management LLC | 104,539 | $5.91M | 0.4% | +6.0% | 0.129% | |
10/16/2024 | Tsfg LLC | 117,433 | $6.64M | 1.5% | +3.0% | 0.145% | |
10/16/2024 | Prism Advisors Inc. | 198,212 | $11.21M | 3.2% | -3.2% | 0.245% | |
10/16/2024 | MN Wealth Advisors LLC | 7,199 | $407K | 0.2% | -85.8% | 0.009% | |
10/15/2024 | NBC Securities Inc. | 5,192 | $293K | 0.0% | -3.7% | 0.006% | |
10/11/2024 | High Net Worth Advisory Group LLC | 9,292 | $526K | 0.1% | N/A | 0.011% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 136,050 | $7.70M | 1.1% | +6.9% | 0.168% | |
10/10/2024 | MorganRosel Wealth Management LLC | 113,859 | $6.44M | 2.1% | +1.3% | 0.141% | |
10/10/2024 | Retirement Planning Group LLC | 39,289 | $2.22M | 0.1% | -2.2% | 0.049% | |
10/10/2024 | Annex Advisory Services LLC | 2,572,322 | $145.52M | 4.7% | -32.8% | 3.178% | |
10/10/2024 | Octavia Wealth Advisors LLC | 434,592 | $24.59M | 3.0% | +4.3% | 0.537% | |
10/9/2024 | Beaumont Financial Advisors LLC | 506,129 | $28.63M | 2.2% | +0.6% | 0.625% | |
10/9/2024 | Albion Financial Group UT | 1,487 | $84K | 0.0% | -77.3% | 0.002% | |
10/9/2024 | Clarus Wealth Advisors | 53,260 | $2.99M | 1.5% | -6.2% | 0.066% | |
10/9/2024 | Patten Group Inc. | 9,014 | $510K | 0.1% | +4.2% | 0.011% | |
10/8/2024 | Daymark Wealth Partners LLC | 14,716 | $832K | 0.0% | -83.9% | 0.018% | |
10/8/2024 | Future Financial Wealth Managment LLC | 32,873 | $1.86M | 1.3% | +1.4% | 0.041% | |
10/8/2024 | Brookstone Capital Management | 4,216 | $239K | 0.0% | -9.4% | 0.005% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 148,763 | $8.42M | 0.3% | +13.6% | 0.184% | |
10/8/2024 | Integrated Capital Management Inc. | 83,906 | $4.75M | 3.7% | -5.0% | 0.104% | |
10/7/2024 | Sterling Group Wealth Management LLC | 4,897 | $277K | 0.1% | -3.6% | 0.006% | |
10/7/2024 | Alpha Financial Partners LLC | 9,107 | $515K | 0.4% | N/A | 0.011% | |
10/4/2024 | Breakwater Capital Group | 292,193 | $16.53M | 3.3% | +7.3% | 0.361% | |
10/3/2024 | Park Avenue Securities LLC | 242,148 | $13.70M | 0.2% | -1.7% | 0.299% | |
9/5/2024 | Sanctuary Advisors LLC | 262,974 | $13.35M | 0.1% | N/A | 0.325% | |
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8/30/2024 | Centennial Bank AR | 91,087 | $4.82M | 2.4% | +37.8% | 0.113% | |
8/27/2024 | KPP Advisory Services LLC | 22,037 | $1.17M | 0.3% | -17.1% | 0.027% | |
8/22/2024 | Cetera Investment Advisers | 235,376 | $12.46M | 0.0% | +42.6% | 0.291% | |
8/22/2024 | 3Chopt Investment Partners LLC | 15,486 | $820K | 0.3% | +2.6% | 0.019% | |
8/21/2024 | Truist Financial Corp | 162,791 | $8.62M | 0.0% | -3.3% | 0.201% | |
8/19/2024 | EP Wealth Advisors LLC | 2,053 | $109K | 0.0% | N/A | 0.003% | |
8/16/2024 | Gateway Wealth Partners LLC | 6,695 | $355K | 0.1% | -34.8% | 0.008% | |
8/16/2024 | Saratoga Research & Investment Management | 10,926 | $579K | 0.0% | N/A | 0.013% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 819,358 | $43.39M | 0.0% | +16.8% | 1.012% | |
8/16/2024 | NewEdge Advisors LLC | 342,447 | $18.13M | 0.1% | +2.8% | 0.423% | |