12/13/2024 | B. Riley Wealth Advisors Inc. | 23,843 | $890K | 0.0% | -5.8% | 0.021% | |
11/25/2024 | Destination Wealth Management | 264,540 | $9.97M | 0.3% | -1.1% | 0.233% | |
11/25/2024 | Sanctuary Advisors LLC | 58,840 | $2.27M | 0.0% | -69.0% | 0.052% | |
11/15/2024 | Continuum Advisory LLC | 1,500 | $57K | 0.0% | -61.5% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 37,563 | $1.42M | 0.0% | -44.0% | 0.033% | |
11/15/2024 | Headinvest LLC | 5,317 | $200K | 0.0% | N/A | 0.005% | |
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11/15/2024 | EP Wealth Advisors LLC | 17,423 | $657K | 0.0% | -96.5% | 0.015% | |
11/15/2024 | Stifel Financial Corp | 197,114 | $7.43M | 0.0% | -21.1% | 0.174% | |
11/15/2024 | Quantinno Capital Management LP | 67,972 | $2.56M | 0.0% | +11.1% | 0.060% | |
11/15/2024 | Integrated Wealth Concepts LLC | 18,247 | $688K | 0.0% | -51.8% | 0.016% | |
11/15/2024 | HighTower Advisors LLC | 157,067 | $5.92M | 0.0% | +2.2% | 0.139% | |
11/15/2024 | Beck Capital Management LLC | 11,272 | $425K | 0.1% | +30.0% | 0.010% | |
11/14/2024 | Tradition Wealth Management LLC | 51,030 | $1.92M | 0.2% | -1.8% | 0.045% | |
11/14/2024 | Captrust Financial Advisors | 838,774 | $31.62M | 0.1% | -2.9% | 0.740% | |
11/14/2024 | Rockefeller Capital Management L.P. | 67,651 | $2.55M | 0.0% | -7.1% | 0.060% | |
11/13/2024 | Freedom Investment Management Inc. | 41,242 | $1.56M | 0.1% | -6.3% | 0.036% | |
11/13/2024 | BNP Paribas Financial Markets | 340,684 | $12.84M | 0.0% | +99.6% | 0.301% | |
11/13/2024 | FMR LLC | 45,912 | $1.73M | 0.0% | +5.2% | 0.041% | |
11/13/2024 | Acorn Wealth Advisors LLC | 14,560 | $549K | 0.2% | +4.1% | 0.013% | |
11/13/2024 | Fisher Asset Management LLC | 13,964 | $526K | 0.0% | -18.1% | 0.012% | |
11/12/2024 | Cahill Financial Advisors Inc. | 34,500 | $1.30M | 0.2% | -7.0% | 0.030% | |
11/12/2024 | Centaurus Financial Inc. | 33,534 | $1.26M | 0.1% | +412.4% | 0.030% | |
11/12/2024 | Baltimore Washington Financial Advisors Inc. | 1,031,015 | $38.87M | 2.1% | +5.8% | 0.910% | |
11/12/2024 | StoneX Group Inc. | 422,771 | $15.94M | 1.4% | +5.2% | 0.373% | |
11/12/2024 | One Charles Private Wealth Services LLC | 35,662 | $1.34M | 0.5% | -0.9% | 0.031% | |
11/12/2024 | Cerity Partners LLC | 263,000 | $9.92M | 0.0% | +4.5% | 0.232% | |
11/12/2024 | Meridian Wealth Management LLC | 6,274 | $237K | 0.0% | N/A | 0.006% | |
11/12/2024 | Allen Capital Group LLC | 73,446 | $2.77M | 0.3% | -1.7% | 0.065% | |
11/12/2024 | Biltmore Family Office LLC | 72,289 | $2.73M | 0.5% | -2.5% | 0.064% | |
11/12/2024 | Activest Wealth Management | 397,318 | $14.98M | 4.7% | -3.1% | 0.351% | |
11/8/2024 | Segall Bryant & Hamill LLC | 16,000 | $603K | 0.0% | N/A | 0.014% | |
11/7/2024 | Fortis Advisors LLC | 59,710 | $2.25M | 1.5% | N/A | 0.053% | |
11/7/2024 | Islay Capital Management LLC | 147,147 | $5.55M | 3.7% | +3.6% | 0.130% | |
11/7/2024 | MAI Capital Management | 20,494 | $773K | 0.0% | +34.0% | 0.018% | |
11/7/2024 | Peterson Financial Group Inc. | 1,046 | $39K | 0.2% | N/A | 0.001% | |
11/6/2024 | Oppenheimer & Co. Inc. | 14,927 | $563K | 0.0% | +5.6% | 0.013% | |
11/5/2024 | Aptus Capital Advisors LLC | 5,639 | $213K | 0.0% | +12.8% | 0.005% | |
11/4/2024 | Venturi Wealth Management LLC | 4,356 | $164K | 0.0% | -41.6% | 0.004% | |
11/4/2024 | Addison Advisors LLC | 10,545 | $398K | 0.1% | -4.2% | 0.009% | |
11/4/2024 | Baker Avenue Asset Management LP | 507,948 | $19.15M | 0.6% | -11.3% | 0.448% | |
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11/4/2024 | Sigma Planning Corp | 6,348 | $239K | 0.0% | -19.1% | 0.006% | |
11/1/2024 | Atria Investments Inc | 33,365 | $1.26M | 0.0% | -62.9% | 0.029% | |
11/1/2024 | Rovin Capital UT ADV | 10,841 | $409K | 0.2% | -5.7% | 0.010% | |
11/1/2024 | Capital Performance Advisors LLP | 1,620 | $61K | 0.0% | N/A | 0.001% | |
10/31/2024 | Jmac Enterprises LLC | 80,393 | $3.03M | 0.5% | +0.9% | 0.071% | |
10/31/2024 | Graypoint LLC | 461,287 | $17.39M | 1.1% | -1.3% | 0.407% | |
10/30/2024 | Capital Wealth Alliance LLC | 14,274 | $538K | 0.3% | -25.4% | 0.013% | |
10/29/2024 | Janney Montgomery Scott LLC | 377,129 | $14.22M | 0.0% | -10.8% | 0.333% | |
10/29/2024 | Carmichael Hill & Associates Inc. | 5,745 | $217K | 0.1% | -5.2% | 0.005% | |
10/29/2024 | Optas LLC | 32,309 | $1.22M | 0.3% | -6.2% | 0.029% | |
10/29/2024 | Farther Finance Advisors LLC | 3,040 | $115K | 0.0% | +74.2% | 0.003% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 5,373 | $203K | 0.0% | N/A | 0.005% | |
10/28/2024 | Focus Financial Network Inc. | 65,610 | $2.47M | 0.1% | -9.2% | 0.058% | |
10/28/2024 | Stephens Inc. AR | 93,979 | $3.54M | 0.1% | -1.4% | 0.083% | |
10/28/2024 | US Bancorp DE | 3,697 | $139K | 0.0% | -8.7% | 0.003% | |
10/25/2024 | First Trust Direct Indexing L.P. | 15,260 | $575K | 0.0% | N/A | 0.013% | |
10/25/2024 | Lodestar Private Asset Management LLC | 6,364 | $240K | 0.0% | N/A | 0.006% | |
10/25/2024 | Fidelis Capital Partners LLC | 5,760 | $215K | 0.0% | N/A | 0.005% | |
10/25/2024 | American Financial Advisors LLC | 39,623 | $1.49M | 0.2% | -6.7% | 0.035% | |
10/25/2024 | SFE Investment Counsel | 17,067 | $643K | 0.1% | -4.5% | 0.015% | |
10/24/2024 | Arbor Investment Advisors LLC | 6,898 | $260K | 0.0% | -4.4% | 0.006% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 66,923 | $2.52M | 0.4% | -1.1% | 0.059% | |
10/24/2024 | Summit Place Financial Advisors LLC | 17,950 | $677K | 0.4% | -8.7% | 0.016% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 293,913 | $11.08M | 0.0% | +3.4% | 0.259% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 7,366 | $278K | 0.0% | -4.4% | 0.007% | |
10/23/2024 | Country Club Bank | 44,985 | $1.70M | 0.1% | -3.2% | 0.040% | |
10/23/2024 | Heritage Oak Wealth Advisors LLC | 6,015 | $227K | 0.1% | N/A | 0.005% | |
10/23/2024 | Lake Street Advisors Group LLC | 6,500 | $245K | 0.0% | -4.8% | 0.006% | |
10/23/2024 | Blackston Financial Advisory Group LLC | 13,190 | $497K | 0.3% | N/A | 0.012% | |
10/23/2024 | Valicenti Advisory Services Inc. | 59,481 | $2.24M | 0.6% | +2.7% | 0.052% | |
10/23/2024 | Walker Asset Management LLC | 86,065 | $3.25M | 2.0% | -3.6% | 0.076% | |
10/23/2024 | Yoder Wealth Management Inc. | 131,215 | $4.95M | 3.0% | +5.3% | 0.116% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 58,510 | $2.21M | 0.9% | +0.6% | 0.052% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 91,933 | $3.47M | 0.1% | -54.5% | 0.081% | |
10/22/2024 | Greenleaf Trust | 7,100 | $268K | 0.0% | -33.0% | 0.006% | |
10/22/2024 | Lazari Capital Management Inc. | 7,177 | $271K | 0.1% | +21.9% | 0.006% | |
10/22/2024 | Private Advisor Group LLC | 317,460 | $11.97M | 0.1% | +3.1% | 0.280% | |
10/22/2024 | Sequoia Financial Advisors LLC | 16,408 | $619K | 0.0% | +72.6% | 0.014% | |
10/21/2024 | Venture Visionary Partners LLC | 125,981 | $4.75M | 0.2% | +10.1% | 0.111% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 1,000 | $38K | 0.0% | N/A | 0.001% | |
10/19/2024 | Pure Portfolios Holdings LLC | 12,340 | $465K | 0.2% | N/A | 0.011% | |
10/18/2024 | Raymond James & Associates | 423,904 | $15.98M | 0.0% | +18.4% | 0.374% | |
10/18/2024 | Friedenthal Financial | 43,528 | $1.64M | 1.0% | +1.2% | 0.038% | |
10/18/2024 | Moulton Wealth Management Inc. | 40,858 | $1.53M | 1.3% | -43.5% | 0.036% | |
10/18/2024 | Blue Trust Inc. | 5,163 | $189K | 0.0% | +134.1% | 0.005% | |
10/18/2024 | IFG Advisors LLC | 6,024 | $227K | 0.0% | N/A | 0.005% | |
10/18/2024 | Raub Brock Capital Management LP | 143,957 | $5.43M | 1.1% | +0.3% | 0.127% | |
10/16/2024 | Avaii Wealth Management LLC | 6,223 | $235K | 0.1% | -5.0% | 0.005% | |
10/11/2024 | Creative Planning | 73,833 | $2.78M | 0.0% | +40.9% | 0.065% | |
10/11/2024 | Empirical Asset Management LLC | 75,040 | $2.83M | 0.4% | -0.7% | 0.066% | |
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10/11/2024 | Redhawk Wealth Advisors Inc. | 101,463 | $3.83M | 0.5% | +1.2% | 0.090% | |
10/10/2024 | Koshinski Asset Management Inc. | 92,508 | $3.49M | 0.3% | -2.3% | 0.082% | |
10/10/2024 | Carnegie Investment Counsel | 17,672 | $666K | 0.0% | +6.2% | 0.016% | |
10/9/2024 | Patten Group Inc. | 38,943 | $1.47M | 0.3% | +26.6% | 0.034% | |
10/8/2024 | CWM LLC | 10,471 | $395K | 0.0% | -8.9% | 0.009% | |
10/8/2024 | Royal Fund Management LLC | 38,766 | $1.46M | 0.1% | -66.5% | 0.034% | |
10/8/2024 | Legacy Private Trust Co. | 125,548 | $4.73M | 0.3% | +27.2% | 0.111% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 39,821 | $1.50M | 0.0% | -25.8% | 0.035% | |
10/8/2024 | Axiom Advisory LLC | 47,360 | $1.73M | 0.0% | +1.6% | 0.042% | |
10/7/2024 | SignalPoint Asset Management LLC | 228,406 | $8.63M | 2.0% | +0.7% | 0.202% | |