11/19/2024 | Discipline Wealth Solutions LLC | 68,493 | $743K | 0.4% | N/A | 0.088% | |
11/18/2024 | Virtue Capital Management LLC | 113,206 | $1.23M | 0.2% | +172.6% | 0.145% | |
11/18/2024 | Arete Wealth Advisors LLC | 922,285 | $10.01M | 0.8% | N/A | 1.182% | |
11/15/2024 | M&T Bank Corp | 21,502 | $233K | 0.0% | N/A | 0.028% | |
11/15/2024 | Integrated Wealth Concepts LLC | 157,590 | $1.71M | 0.0% | N/A | 0.202% | |
11/15/2024 | HighTower Advisors LLC | 54,412 | $590K | 0.0% | -22.0% | 0.070% | |
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11/15/2024 | Hilltop Holdings Inc. | 76,306 | $828K | 0.1% | N/A | 0.098% | |
11/14/2024 | Captrust Financial Advisors | 16,288 | $177K | 0.0% | +5.8% | 0.021% | |
11/14/2024 | National Wealth Management Group LLC | 13,686 | $148K | 0.1% | -4.6% | 0.018% | |
11/13/2024 | Freedom Investment Management Inc. | 369,746 | $4.01M | 0.3% | +265.1% | 0.474% | |
11/13/2024 | Bedell Frazier Investment Counselling LLC | 64,435 | $699K | 0.2% | -4.3% | 0.083% | |
11/12/2024 | Larson Financial Group LLC | 5,617 | $61K | 0.0% | +415.8% | 0.007% | |
11/12/2024 | Meridian Wealth Management LLC | 28,213 | $306K | 0.0% | -12.5% | 0.036% | |
11/12/2024 | RW Investment Management LLC | 11,384 | $124K | 0.0% | N/A | 0.015% | |
11/7/2024 | Aviance Capital Partners LLC | 144,700 | $1.57M | 0.2% | +175.6% | 0.185% | |
11/7/2024 | Sugar Maple Asset Management LLC | 82,779 | $898K | 0.8% | +2.6% | 0.106% | |
11/6/2024 | RIA Advisory Group LLC | 53,773 | $583K | 0.2% | N/A | 0.069% | |
11/6/2024 | Intellectus Partners LLC | 21,254 | $234K | 0.1% | +89.3% | 0.027% | |
11/6/2024 | Kovack Advisors Inc. | 86,189 | $935K | 0.1% | -4.3% | 0.110% | |
11/6/2024 | Oppenheimer & Co. Inc. | 193,782 | $2.10M | 0.0% | -59.3% | 0.248% | |
11/5/2024 | Aptus Capital Advisors LLC | 3,080 | $33K | 0.0% | N/A | 0.004% | |
11/4/2024 | Axxcess Wealth Management LLC | 722,069 | $7.83M | 0.2% | +18.6% | 0.926% | |
11/1/2024 | Oxbow Advisors LLC | 28,190 | $306K | 0.0% | -32.3% | 0.036% | |
11/1/2024 | Marlin Sams Capital Management LLC | 1,450,000 | $15.73M | 8.2% | N/A | 1.859% | |
11/1/2024 | Wealth Quarterback LLC | 85,430 | $927K | 0.5% | N/A | 0.110% | |
10/30/2024 | One Plus One Wealth Management LLC | 100,181 | $1.09M | 0.6% | -5.3% | 0.128% | |
10/30/2024 | Clarity Financial LLC | 155,443 | $1.69M | 0.2% | N/A | 0.199% | |
10/29/2024 | Nvwm LLC | 4,200 | $46K | 0.0% | N/A | 0.005% | |
10/29/2024 | Janney Montgomery Scott LLC | 107,789 | $1.17M | 0.0% | N/A | 0.138% | |
10/29/2024 | Vigilare Wealth Management | 289,557 | $3.14M | 1.3% | N/A | 0.371% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 22,416 | $243K | 0.0% | N/A | 0.029% | |
10/25/2024 | IMC Chicago LLC | 528,024 | $5.73M | 0.0% | N/A | 0.677% | |
10/25/2024 | Saybrook Capital NC | 34,500 | $374K | 0.1% | +16.9% | 0.044% | |
10/25/2024 | Vista Finance LLC | 25,485 | $277K | 0.4% | -24.1% | 0.033% | |
10/25/2024 | Integrated Advisors Network LLC | 18,291 | $198K | 0.0% | -11.3% | 0.023% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 70,000 | $762K | 0.0% | -2.1% | 0.090% | |
10/23/2024 | West Michigan Advisors LLC | 109,339 | $1.20M | 0.4% | N/A | 0.140% | |
10/23/2024 | Global Assets Advisory LLC | 42,988 | $471K | 0.2% | N/A | 0.055% | |
10/21/2024 | Robinson Value Management Ltd. | 807,915 | $8.77M | 5.7% | N/A | 1.036% | |
10/17/2024 | Joule Financial LLC | 42,177 | $458K | 0.2% | N/A | 0.054% | |
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10/16/2024 | AFG Fiduciary Services Limited Partnership | 107,536 | $1.16M | 0.4% | -68.6% | 0.138% | |
10/11/2024 | ORG Partners LLC | 181,838 | $1.97M | 0.3% | +2.8% | 0.233% | |
10/10/2024 | Sound Income Strategies LLC | 5,882 | $64K | 0.0% | -31.9% | 0.008% | |
10/9/2024 | TAP Consulting LLC | 53,081 | $576K | 0.1% | -9.2% | 0.068% | |
10/8/2024 | Gunderson Capital Management Inc. | 1,022,576 | $11.10M | 4.7% | N/A | 1.311% | |
10/8/2024 | First National Corp MA ADV | 1,563,361 | $16.96M | 3.8% | +266.2% | 2.004% | |
10/8/2024 | Brookstone Capital Management | 13,360 | $145K | 0.0% | N/A | 0.017% | |
10/7/2024 | EWG Elevate Inc. | 1,274,222 | $13.83M | 5.6% | N/A | 1.633% | |
10/5/2024 | Mirador Capital Partners LP | 1,009,135 | $10.95M | 2.0% | +52.2% | 1.294% | |
10/2/2024 | Lowe Wealth Advisors LLC | 6,005 | $65K | 0.0% | -36.4% | 0.008% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 624,511 | $7.25M | 0.2% | -43.1% | 0.801% | |
8/16/2024 | Sepio Capital LP | 28,000 | $319K | 0.0% | -26.3% | 0.036% | |
8/14/2024 | Evergreen Capital Management LLC | 19,250 | $223K | 0.0% | -49.7% | 0.025% | |
8/12/2024 | XTX Topco Ltd | 20,416 | $233K | 0.0% | N/A | 0.026% | |
8/10/2024 | Axxcess Wealth Management LLC | 608,611 | $6.94M | 0.2% | +18.8% | 0.780% | |
8/9/2024 | Capital Wealth Planning LLC | 374,817 | $4.28M | 0.0% | +39.8% | 0.480% | |
8/8/2024 | Envestnet Asset Management Inc. | 295,208 | $3.37M | 0.0% | +7.9% | 0.378% | |
8/8/2024 | Oppenheimer & Co. Inc. | 476,514 | $5.44M | 0.1% | +30.9% | 0.611% | |
8/7/2024 | Van Hulzen Asset Management LLC | 26,383 | $301K | 0.0% | -4.3% | 0.034% | |
8/7/2024 | Vista Finance LLC | 33,589 | $383K | 0.6% | -47.4% | 0.043% | |
8/7/2024 | Fox Hill Wealth Management | 40,487 | $462K | 0.3% | -2.6% | 0.052% | |
8/6/2024 | TAP Consulting LLC | 58,468 | $667K | 0.1% | -65.0% | 0.075% | |
8/6/2024 | Weil Company Inc. | 70,000 | $799K | 0.3% | -40.7% | 0.090% | |
8/5/2024 | Arcadia Investment Management Corp MI | 86,825 | $991K | 0.2% | +2,794.2% | 0.111% | |
8/3/2024 | Kornitzer Capital Management Inc. KS | 10,000 | $114K | 0.0% | N/A | 0.013% | |
8/2/2024 | Foundations Investment Advisors LLC | 24,156 | $276K | 0.0% | -5.8% | 0.031% | |
8/1/2024 | Laidlaw Wealth Management LLC | 25,000 | $285K | 0.2% | N/A | 0.032% | |
7/31/2024 | AFG Fiduciary Services Limited Partnership | 342,772 | $3.86M | 1.4% | N/A | 0.439% | |
7/27/2024 | Sterling Investment Management LLC | 375,130 | $4.28M | 3.3% | -20.5% | 0.481% | |
7/25/2024 | First Heartland Consultants Inc. | 121,493 | $1.39M | 0.1% | -4.6% | 0.156% | |
7/25/2024 | Pineridge Advisors LLC | 2,963 | $34K | 0.0% | -99.8% | 0.004% | |
7/25/2024 | Clear Creek Financial Management LLC | 239,411 | $2.73M | 0.3% | +2.2% | 0.307% | |
7/23/2024 | HTLF Bank | 21,128 | $241K | 0.0% | +16.5% | 0.027% | |
7/19/2024 | CPR Investments Inc. | 823,918 | $9.40M | 7.8% | -15.5% | 1.056% | |
7/19/2024 | Oakworth Capital Inc. | 935,008 | $10.67M | 0.8% | -3.2% | 1.199% | |
7/16/2024 | ORG Partners LLC | 176,882 | $2.02M | 0.3% | N/A | 0.227% | |
7/15/2024 | Lionsbridge Wealth Management LLC | 34,633 | $395K | 0.3% | N/A | 0.044% | |
7/13/2024 | Mirador Capital Partners LP | 663,067 | $7.57M | 1.4% | +27.8% | 0.850% | |
7/12/2024 | First National Corp MA ADV | 426,957 | $4.87M | 1.2% | +50.8% | 0.547% | |
7/9/2024 | Lowe Wealth Advisors LLC | 9,440 | $108K | 0.0% | -73.3% | 0.012% | |
5/24/2024 | Cetera Advisors LLC | 16,552 | $196K | 0.0% | -29.9% | 0.021% | |
5/17/2024 | Comerica Bank | 33,287 | $395K | 0.0% | -7.5% | 0.039% | |
5/17/2024 | Pineridge Advisors LLC | 1,320,468 | $15.66M | 5.5% | +5.8% | 1.546% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 52,787 | $626K | 0.1% | N/A | 0.062% | |
5/17/2024 | Tidal Investments LLC | 293,039 | $3.48M | 0.1% | +16.1% | 0.343% | |
5/16/2024 | Sugar Maple Asset Management LLC | 115,559 | $1.37M | 1.3% | N/A | 0.135% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 1,098,010 | $13.02M | 0.3% | +44.8% | 1.285% | |
5/15/2024 | Elkhorn Partners Limited Partnership | 43,395 | $515K | 0.4% | +14.2% | 0.051% | |
5/14/2024 | Axxcess Wealth Management LLC | 512,107 | $6.07M | 0.2% | +3.8% | 0.599% | |
5/14/2024 | CreativeOne Wealth LLC | 117,719 | $1.40M | 0.1% | N/A | 0.138% | |
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5/14/2024 | InterOcean Capital Group LLC | 1,091,392 | $12.94M | 0.3% | +2.2% | 1.278% | |
5/11/2024 | Vista Finance LLC | 63,868 | $757K | 1.9% | -58.7% | 0.075% | |
5/9/2024 | SageView Advisory Group LLC | 6,513 | $77K | 0.0% | N/A | 0.008% | |
5/7/2024 | Verus Capital Partners LLC | 13,278 | $157K | 0.0% | -24.0% | 0.016% | |
5/7/2024 | Concurrent Investment Advisors LLC | 12,500 | $148K | 0.0% | -11.2% | 0.015% | |
5/7/2024 | Capital Wealth Planning LLC | 268,132 | $3.18M | 0.0% | +2.4% | 0.314% | |
5/7/2024 | Oppenheimer & Co. Inc. | 364,024 | $4.32M | 0.1% | +15.8% | 0.426% | |
5/7/2024 | Prospera Private Wealth LLC | 195,919 | $2.32M | 1.6% | -47.7% | 0.229% | |
5/6/2024 | Oxbow Advisors LLC | 41,635 | $494K | 0.1% | -19.4% | 0.049% | |
5/6/2024 | Lesa Sroufe & Co | 173,315 | $2.06M | 1.9% | +2.0% | 0.203% | |