11/18/2024 | Sunbelt Securities Inc. | 1,129 | $61K | 0.0% | +276.3% | 0.004% | |
11/18/2024 | Menlo Advisors LLC | 81,402 | $4.43M | 2.3% | +1,302.3% | 0.289% | |
11/15/2024 | MML Investors Services LLC | 77,559 | $4.22M | 0.0% | +21.2% | 0.275% | |
11/15/2024 | Insigneo Advisory Services LLC | 8,011 | $436K | 0.0% | +81.6% | 0.028% | |
11/15/2024 | Stifel Financial Corp | 222,640 | $12.12M | 0.0% | +1.2% | 0.790% | |
11/15/2024 | Resurgent Financial Advisors LLC | 15,744 | $857K | 0.5% | +1.1% | 0.056% | |
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11/15/2024 | IHT Wealth Management LLC | 7,080 | $385K | 0.0% | -16.9% | 0.025% | |
11/15/2024 | HighTower Advisors LLC | 7,406 | $407K | 0.0% | +35.4% | 0.026% | |
11/14/2024 | Flow Traders U.S. LLC | 9,965 | $542K | 0.0% | N/A | 0.035% | |
11/14/2024 | Captrust Financial Advisors | 57,953 | $3.15M | 0.0% | -0.9% | 0.206% | |
11/14/2024 | Icon Wealth Advisors LLC | 2,000 | $109K | 0.0% | N/A | 0.007% | |
11/14/2024 | Rockefeller Capital Management L.P. | 14,121 | $769K | 0.0% | +1.5% | 0.050% | |
11/14/2024 | Fiduciary Trust Co | 22,812 | $1.24M | 0.0% | +42.9% | 0.081% | |
11/13/2024 | Cynosure Group LLC | 8,635 | $470K | 0.1% | N/A | 0.031% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 33,054 | $1.80M | 0.2% | -3.2% | 0.117% | |
11/13/2024 | FMR LLC | 3,676 | $200K | 0.0% | +8.5% | 0.013% | |
11/13/2024 | D.A. Davidson & CO. | 7,188 | $391K | 0.0% | +20.0% | 0.026% | |
11/13/2024 | Private Trust Co. NA | 1,983 | $108K | 0.0% | +88.9% | 0.007% | |
11/12/2024 | Kingsview Wealth Management LLC | 6,269 | $341K | 0.0% | N/A | 0.022% | |
11/12/2024 | Cerity Partners LLC | 77,761 | $4.23M | 0.0% | -0.6% | 0.276% | |
11/12/2024 | Great Valley Advisor Group Inc. | 17,206 | $937K | 0.0% | N/A | 0.061% | |
11/12/2024 | GenTrust LLC | 302,693 | $16.48M | 0.8% | -0.2% | 1.075% | |
11/12/2024 | Icon Wealth Advisors LLC | 110,695 | $6.03M | 0.2% | N/A | 0.393% | |
11/8/2024 | Advisors Asset Management Inc. | 1,191 | $65K | 0.0% | N/A | 0.004% | |
11/8/2024 | PNC Financial Services Group Inc. | 441,956 | $24.06M | 0.0% | -1.6% | 1.569% | |
11/8/2024 | Prospera Financial Services Inc | 33,271 | $1.81M | 0.0% | +1.2% | 0.118% | |
11/7/2024 | Verity & Verity LLC | 30,427 | $1.66M | 0.2% | -0.6% | 0.108% | |
11/7/2024 | Fortis Advisors LLC | 87,396 | $4.76M | 3.1% | +4.0% | 0.310% | |
11/7/2024 | MAI Capital Management | 183,474 | $9.99M | 0.1% | -1.3% | 0.651% | |
11/6/2024 | Endowment Wealth Management Inc. | 4,247 | $231K | 0.2% | -17.5% | 0.015% | |
11/4/2024 | Venturi Wealth Management LLC | 34,914 | $1.90M | 0.1% | -2.0% | 0.124% | |
11/4/2024 | Baker Avenue Asset Management LP | 144,871 | $7.89M | 0.2% | +6.3% | 0.514% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 65,501 | $3.57M | 0.6% | +93.8% | 0.233% | |
11/1/2024 | Atria Investments Inc | 78,773 | $4.29M | 0.1% | -3.7% | 0.280% | |
11/1/2024 | Assetmark Inc. | 772 | $42K | 0.0% | N/A | 0.003% | |
11/1/2024 | Leavell Investment Management Inc. | 34,276 | $1.87M | 0.1% | +2.7% | 0.122% | |
10/31/2024 | Hara Capital LLC | 606 | $33K | 0.0% | N/A | 0.002% | |
10/31/2024 | Ironsides Asset Advisors LLC | 49,308 | $2.68M | 0.8% | +7.5% | 0.175% | |
10/31/2024 | Advisor Resource Council | 18,026 | $981K | 0.4% | +44.2% | 0.064% | |
10/30/2024 | Foster & Motley Inc. | 11,475 | $625K | 0.0% | -10.5% | 0.041% | |
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10/30/2024 | Financial Partners Group Inc | 32,916 | $1.79M | 0.3% | +5.4% | 0.117% | |
10/29/2024 | Glassy Mountain Advisors Inc. | 58,681 | $3.19M | 1.1% | +0.7% | 0.208% | |
10/28/2024 | Principal Securities Inc. | 172,459 | $9.39M | 0.2% | +3.3% | 0.612% | |
10/28/2024 | US Bancorp DE | 6,330 | $345K | 0.0% | +57.6% | 0.022% | |
10/25/2024 | SteelPeak Wealth LLC | 12,636 | $688K | 0.0% | N/A | 0.045% | |
10/25/2024 | Great Diamond Partners LLC | 31,599 | $1.72M | 0.4% | -9.5% | 0.112% | |
10/24/2024 | Old Port Advisors | 75,167 | $4.09M | 1.1% | +1.6% | 0.267% | |
10/24/2024 | Riggs Asset Managment Co. Inc. | 53,585 | $2.92M | 0.8% | +5.0% | 0.190% | |
10/24/2024 | Anson Capital Inc. | 15,063 | $820K | 0.7% | -11.6% | 0.053% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 38,406 | $2.09M | 0.0% | +11.8% | 0.136% | |
10/23/2024 | Outlook Wealth Advisors LLC | 17,763 | $967K | 0.3% | -22.7% | 0.063% | |
10/23/2024 | Country Club Bank | 3,754 | $203K | 0.0% | N/A | 0.013% | |
10/23/2024 | Legacy Capital Group California Inc. | 4,486 | $244K | 0.1% | N/A | 0.016% | |
10/22/2024 | SOL Capital Management CO | 84,250 | $4.59M | 0.5% | -0.5% | 0.299% | |
10/22/2024 | Private Advisor Group LLC | 7,590 | $413K | 0.0% | -18.2% | 0.027% | |
10/19/2024 | Essex LLC | 63,723 | $3.47M | 0.7% | -0.8% | 0.226% | |
10/18/2024 | KMG Fiduciary Partners LLC | 57,439 | $3.13M | 0.3% | -27.8% | 0.204% | |
10/18/2024 | Stratos Wealth Advisors LLC | 69,957 | $3.81M | 0.2% | +6.0% | 0.248% | |
10/17/2024 | Stonegate Investment Group LLC | 8,000 | $435K | 0.0% | -38.0% | 0.028% | |
10/16/2024 | Teamwork Financial Advisors LLC | 12,132 | $660K | 0.1% | N/A | 0.043% | |
10/16/2024 | Bleakley Financial Group LLC | 6,509 | $354K | 0.0% | N/A | 0.023% | |
10/16/2024 | Global Retirement Partners LLC | 50,075 | $2.73M | 0.1% | +53.0% | 0.178% | |
10/16/2024 | Curran Financial Partners LLC | 220,729 | $12.01M | 3.4% | +3.2% | 0.784% | |
10/16/2024 | Transform Wealth LLC | 65,455 | $3.56M | 0.2% | +109.1% | 0.232% | |
10/16/2024 | SeaCrest Wealth Management LLC | 54,601 | $2.97M | 0.3% | -13.9% | 0.194% | |
10/16/2024 | Destiny Wealth Partners LLC | 134,295 | $7.31M | 1.3% | +2.4% | 0.477% | |
10/11/2024 | Creative Planning | 12,760 | $695K | 0.0% | +14.7% | 0.045% | |
10/11/2024 | Fiduciary Alliance LLC | 74,016 | $4.03M | 0.5% | +3.9% | 0.263% | |
10/11/2024 | Patriot Investment Management Group Inc. | 44,374 | $2.42M | 0.2% | -5.3% | 0.158% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 5,796 | $315K | 0.0% | -4.2% | 0.021% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 9,015 | $491K | 0.2% | -12.9% | 0.032% | |
10/9/2024 | Adirondack Trust Co. | 1,015 | $55K | 0.0% | N/A | 0.004% | |
10/8/2024 | CWM LLC | 21,251 | $1.16M | 0.0% | +8.6% | 0.075% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,770 | $532K | 0.0% | -6.0% | 0.035% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 78,449 | $4.27M | 0.1% | +0.7% | 0.278% | |
10/8/2024 | Ignite Planners LLC | 4,985 | $271K | 0.1% | -30.7% | 0.018% | |
10/4/2024 | HBW Advisory Services LLC | 10,146 | $552K | 0.1% | +2.7% | 0.036% | |
9/16/2024 | Verity & Verity LLC | 30,617 | $1.56M | 0.2% | -2.1% | 0.109% | |
9/5/2024 | Sanctuary Advisors LLC | 4,248 | $209K | 0.0% | N/A | 0.015% | |
8/22/2024 | Cetera Investment Advisers | 224,248 | $11.45M | 0.0% | +8.2% | 0.796% | |
8/21/2024 | Truist Financial Corp | 24,779 | $1.27M | 0.0% | +230.0% | 0.088% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 9,605 | $490K | 0.0% | +153.0% | 0.034% | |
8/16/2024 | Creative Planning | 11,128 | $568K | 0.0% | -33.6% | 0.040% | |
8/16/2024 | Annandale Capital LLC | 302,549 | $15.45M | 2.7% | +4.1% | 1.074% | |
8/15/2024 | Trinity Legacy Partners LLC | 75,920 | $3.88M | 1.1% | +1.6% | 0.270% | |
8/14/2024 | Insigneo Advisory Services LLC | 4,411 | $222K | 0.0% | N/A | 0.016% | |
8/14/2024 | Marshall Wace LLP | 19,122 | $976K | 0.0% | +22.3% | 0.068% | |
8/14/2024 | Evergreen Capital Management LLC | 432,576 | $22.08M | 0.8% | N/A | 1.536% | |
8/14/2024 | Steel Grove Capital Advisors LLC | 7,251 | $370K | 0.1% | +44.0% | 0.026% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 1,314 | $67K | 0.0% | N/A | 0.005% | |
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8/12/2024 | Blair William & Co. IL | 3,880 | $198K | 0.0% | +34.7% | 0.014% | |
8/9/2024 | Menlo Advisors LLC | 5,805 | $296K | 0.2% | N/A | 0.021% | |
8/8/2024 | Envestnet Asset Management Inc. | 413,623 | $21.12M | 0.0% | +25.0% | 1.468% | |
8/8/2024 | LPL Financial LLC | 812,797 | $41.49M | 0.0% | -0.7% | 2.885% | |
8/7/2024 | Bright Futures Wealth Management LLC. | 12,639 | $655K | 0.3% | +5.6% | 0.045% | |
8/7/2024 | Choreo LLC | 14,200 | $723K | 0.0% | -3.4% | 0.050% | |
8/5/2024 | MCF Advisors LLC | 1,248 | $64K | 0.0% | N/A | 0.004% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 33,792 | $1.73M | 0.4% | N/A | 0.120% | |
8/2/2024 | Endowment Wealth Management Inc. | 5,149 | $263K | 0.2% | -5.9% | 0.018% | |
8/1/2024 | Fielder Capital Group LLC | 171,253 | $8.74M | 3.4% | -2.1% | 0.608% | |