11/2/2024 | Transcendent Capital Group LLC | 29,866 | $3.43M | 1.8% | N/A | 0.096% | |
11/2/2024 | XML Financial LLC | 3,205 | $368K | 0.0% | +3.0% | 0.010% | |
11/1/2024 | Carr Financial Group Corp | 9,650 | $1.11M | 0.3% | +1.1% | 0.031% | |
11/1/2024 | Atria Investments Inc | 2,928 | $337K | 0.0% | +10.4% | 0.009% | |
11/1/2024 | Lindbrook Capital LLC | 34,791 | $4M | 0.4% | -14.9% | 0.112% | |
11/1/2024 | Assetmark Inc. | 468 | $54K | 0.0% | N/A | 0.002% | |
|
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 4,210 | $484K | 0.2% | -2.8% | 0.014% | |
11/1/2024 | Presidio Capital Management LLC | 75,224 | $8.65M | 5.5% | +3.1% | 0.241% | |
10/31/2024 | Beacon Harbor Wealth Advisors Inc. | 108,068 | $12.43M | 3.0% | +0.4% | 0.347% | |
10/31/2024 | Valley Brook Capital Group Inc. | 2,781 | $320K | 0.2% | +3.3% | 0.009% | |
10/31/2024 | Castle Wealth Management LLC | 41,108 | $4.73M | 1.9% | +13.0% | 0.132% | |
10/31/2024 | Concurrent Investment Advisors LLC | 2,096 | $241K | 0.0% | N/A | 0.007% | |
10/30/2024 | Financial Partners Group Inc | 21,009 | $2.42M | 0.4% | +44.3% | 0.067% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 3,247 | $373K | 0.1% | -6.5% | 0.010% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 10,635 | $1.22M | 0.6% | +21.1% | 0.034% | |
10/29/2024 | Janney Montgomery Scott LLC | 85,019 | $9.78M | 0.0% | N/A | 0.273% | |
10/29/2024 | Farther Finance Advisors LLC | 1,301 | $150K | 0.0% | N/A | 0.004% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 12,232 | $1.41M | 0.1% | +335.1% | 0.039% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 31,231 | $3.59M | 0.3% | -5.0% | 0.100% | |
10/28/2024 | Focus Financial Network Inc. | 10,167 | $1.17M | 0.0% | +25.9% | 0.033% | |
10/28/2024 | United Asset Strategies Inc. | 4,017 | $462K | 0.0% | -53.3% | 0.013% | |
10/28/2024 | US Bancorp DE | 992 | $114K | 0.0% | -29.6% | 0.003% | |
10/25/2024 | Financial Advocates Investment Management | 22,573 | $2.60M | 0.1% | +38.5% | 0.072% | |
10/25/2024 | Strategic Blueprint LLC | 5,176 | $595K | 0.0% | -2.2% | 0.017% | |
10/25/2024 | MONECO Advisors LLC | 7,561 | $869K | 0.1% | +39.9% | 0.024% | |
10/25/2024 | Diversify Advisory Services LLC | 2,009 | $236K | 0.0% | -10.0% | 0.006% | |
10/25/2024 | Gateway Wealth Partners LLC | 3,225 | $371K | 0.1% | +5.0% | 0.010% | |
10/24/2024 | Smithbridge Asset Management Inc. DE | 8,938 | $1.03M | 0.2% | -5.6% | 0.029% | |
10/24/2024 | Riggs Asset Managment Co. Inc. | 31,630 | $3.64M | 1.0% | -1.0% | 0.102% | |
10/24/2024 | J.W. Cole Advisors Inc. | 25,504 | $2.93M | 0.1% | -1.5% | 0.082% | |
10/24/2024 | Ellis Investment Partners LLC | 16,439 | $1.89M | 0.4% | +3.8% | 0.053% | |
10/24/2024 | Financial Management Professionals Inc. | 6,657 | $765K | 0.1% | N/A | 0.021% | |
10/24/2024 | Capital Advisors Ltd. LLC | 16,224 | $1.87M | 0.2% | +28.2% | 0.052% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 5,796 | $666K | 0.0% | +44.4% | 0.019% | |
10/24/2024 | PFG Investments LLC | 5,730 | $659K | 0.0% | -27.3% | 0.018% | |
10/24/2024 | Arkadios Wealth Advisors | 7,338 | $844K | 0.0% | -19.6% | 0.024% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 80,973 | $9.26M | 0.0% | N/A | 0.260% | |
10/23/2024 | Outlook Wealth Advisors LLC | 9,983 | $1.15M | 0.3% | +4.8% | 0.032% | |
10/23/2024 | Allworth Financial LP | 658 | $76K | 0.0% | -61.1% | 0.002% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 859 | $99K | 0.0% | +472.7% | 0.003% | |
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10/23/2024 | Schmidt P J Investment Management Inc. | 7,271 | $836K | 0.1% | +6.8% | 0.023% | |
10/23/2024 | Legacy Capital Group California Inc. | 2,602 | $299K | 0.1% | -4.5% | 0.008% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 14,420 | $1.66M | 1.2% | +16.7% | 0.046% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 4,295 | $491K | 0.0% | -9.1% | 0.014% | |
10/22/2024 | International Assets Investment Management LLC | 278,674 | $32.04M | 0.0% | +10,225.1% | 0.895% | |
10/22/2024 | Private Advisor Group LLC | 67,007 | $7.70M | 0.0% | +25.6% | 0.215% | |
10/22/2024 | WT Wealth Management | 35,829 | $4.27M | 1.0% | +1.1% | 0.115% | |
10/22/2024 | Eastern Bank | 400 | $46K | 0.0% | N/A | 0.001% | |
10/21/2024 | Western Financial Corp CA | 3,524 | $405K | 0.2% | -2.9% | 0.011% | |
10/19/2024 | Stegent Equity Advisors Inc. | 13,028 | $1.50M | 1.7% | -24.6% | 0.042% | |
10/19/2024 | New Century Financial Group LLC | 10,010 | $1.15M | 0.4% | +1.2% | 0.032% | |
10/18/2024 | Raymond James & Associates | 292,618 | $33.64M | 0.0% | +20.8% | 0.939% | |
10/18/2024 | Stratos Wealth Advisors LLC | 21,345 | $2.45M | 0.1% | -0.6% | 0.069% | |
10/17/2024 | Pachira Investments Inc. | 2,094 | $241K | 0.2% | N/A | 0.007% | |
10/16/2024 | Global Retirement Partners LLC | 4,018 | $462K | 0.0% | -12.3% | 0.013% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 2,824 | $325K | 0.0% | -10.8% | 0.009% | |
10/15/2024 | Keystone Wealth Services LLC | 8,079 | $929K | 0.3% | N/A | 0.026% | |
10/15/2024 | NBC Securities Inc. | 5,350 | $615K | 0.1% | +17.1% | 0.017% | |
10/11/2024 | Creative Planning | 15,606 | $1.79M | 0.0% | +305.2% | 0.050% | |
10/11/2024 | ORG Partners LLC | 550 | $63K | 0.0% | +2,650.0% | 0.002% | |
10/11/2024 | Patriot Investment Management Group Inc. | 1,910 | $220K | 0.0% | -5.9% | 0.006% | |
10/11/2024 | Armstrong Advisory Group Inc. | 3,165 | $364K | 0.0% | +14.6% | 0.010% | |
10/10/2024 | JBR Co Financial Management Inc | 6,679 | $768K | 0.5% | +10.8% | 0.021% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 31,253 | $3.59M | 0.2% | -5.0% | 0.100% | |
10/9/2024 | Pacific Sun Financial Corp | 28,266 | $3.25M | 1.8% | -1.5% | 0.091% | |
10/9/2024 | Guardian Asset Advisors LLC | 10,812 | $1.24M | 0.8% | -3.0% | 0.035% | |
10/8/2024 | CWM LLC | 8,996 | $1.03M | 0.0% | +16.3% | 0.029% | |
10/8/2024 | Brookstone Capital Management | 11,985 | $1.38M | 0.0% | -2.2% | 0.038% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 6,608 | $760K | 0.0% | +45.7% | 0.021% | |
10/8/2024 | City Center Advisors LLC | 7,750 | $891K | 1.0% | -25.5% | 0.025% | |
10/7/2024 | Miracle Mile Advisors LLC | 577,883 | $66.44M | 1.5% | -0.6% | 1.855% | |
10/5/2024 | Central Valley Advisors LLC | 3,026 | $348K | 0.2% | N/A | 0.010% | |
10/1/2024 | Bridge Advisory LLC | 10,181 | $1.17M | 0.6% | -2.0% | 0.033% | |
9/5/2024 | Sanctuary Advisors LLC | 11,304 | $1.14M | 0.0% | N/A | 0.036% | |
8/27/2024 | New Century Financial Group LLC | 9,893 | $1.02M | 0.4% | N/A | 0.032% | |
8/22/2024 | Cetera Investment Advisers | 244,062 | $25.07M | 0.1% | +8.2% | 0.784% | |
8/21/2024 | Truist Financial Corp | 112,797 | $11.59M | 0.0% | +9.0% | 0.362% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 2,190 | $225K | 0.0% | -42.9% | 0.007% | |
8/16/2024 | Gateway Wealth Partners LLC | 3,070 | $315K | 0.1% | +9.1% | 0.010% | |
8/16/2024 | Regal Investment Advisors LLC | 52,992 | $5.44M | 0.4% | +1.4% | 0.170% | |
8/16/2024 | NewEdge Advisors LLC | 8,602 | $884K | 0.0% | +63.9% | 0.028% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 26,395 | $2.71M | 0.0% | +519.2% | 0.085% | |
8/15/2024 | ELCO Management Co. LLC | 5,698 | $585K | 0.3% | -1.7% | 0.018% | |
8/14/2024 | Marshall Wace LLP | 2,030 | $209K | 0.0% | N/A | 0.007% | |
8/14/2024 | Beck Capital Management LLC | 69,570 | $7.15M | 2.0% | +1.4% | 0.223% | |
8/13/2024 | Summit Trail Advisors LLC | 589,985 | $60.60M | 1.6% | -3.0% | 1.894% | |
8/13/2024 | Thrivent Financial for Lutherans | 10,531 | $1.08M | 0.0% | +34.4% | 0.034% | |
8/13/2024 | AE Wealth Management LLC | 3,050 | $313K | 0.0% | -14.0% | 0.010% | |
8/12/2024 | Blair William & Co. IL | 10,051 | $1.03M | 0.0% | +17.6% | 0.032% | |
8/10/2024 | Axxcess Wealth Management LLC | 336,088 | $34.52M | 0.9% | +6.6% | 1.079% | |
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8/9/2024 | Moors & Cabot Inc. | 7,247 | $744K | 0.0% | -2.8% | 0.023% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 18,326 | $1.88M | 0.7% | +208.9% | 0.059% | |
8/8/2024 | J.W. Cole Advisors Inc. | 25,882 | $2.66M | 0.1% | +1.6% | 0.083% | |
8/8/2024 | Envestnet Asset Management Inc. | 214,828 | $22.07M | 0.0% | +10.7% | 0.690% | |
8/8/2024 | SYM FINANCIAL Corp | 1,150 | $118K | 0.0% | -31.3% | 0.004% | |
8/8/2024 | Valley Wealth Managers Inc. | 75,415 | $7.75M | 0.6% | -10.0% | 0.242% | |
8/8/2024 | Oppenheimer & Co. Inc. | 31,165 | $3.20M | 0.1% | +4.1% | 0.100% | |
8/8/2024 | Main Street Financial Solutions LLC | 8,870 | $911K | 0.1% | -3.1% | 0.028% | |
8/8/2024 | Wambolt & Associates LLC | 16,467 | $1.68M | 0.5% | +5.3% | 0.053% | |
8/8/2024 | New England Private Wealth Advisors LLC | 39,933 | $4.10M | 0.7% | +0.7% | 0.128% | |