11/1/2024 | Sheets Smith Wealth Management | 13,616 | $405K | 0.0% | -60.7% | 0.029% | |
11/1/2024 | Assetmark Inc. | 912 | $27K | 0.0% | N/A | 0.002% | |
10/31/2024 | Confluence Investment Management LLC | 97,957 | $2.91M | 0.0% | +1.9% | 0.209% | |
10/31/2024 | Concurrent Investment Advisors LLC | 49,661 | $1.48M | 0.0% | +8.1% | 0.106% | |
10/30/2024 | Capital Wealth Alliance LLC | 7,011 | $209K | 0.1% | -12.5% | 0.015% | |
10/29/2024 | Arlington Trust Co LLC | 9,500 | $283K | 0.1% | +375.0% | 0.020% | |
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10/29/2024 | Farther Finance Advisors LLC | 6,988 | $208K | 0.0% | +100.0% | 0.015% | |
10/28/2024 | Silver Coast Investments LLC | 108,886 | $3.24M | 1.2% | +6.9% | 0.233% | |
10/28/2024 | Nadler Financial Group Inc. | 13,785 | $410K | 0.0% | N/A | 0.029% | |
10/28/2024 | Focus Financial Network Inc. | 10,563 | $314K | 0.0% | N/A | 0.023% | |
10/25/2024 | China Universal Asset Management Co. Ltd. | 74,900 | $2.23M | 0.2% | +102.4% | 0.160% | |
10/24/2024 | Anson Capital Inc. | 9,125 | $271K | 0.2% | +23.2% | 0.019% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 40,630 | $1.21M | 0.0% | +96.4% | 0.087% | |
10/23/2024 | Capital Management Associates Inc | 340,569 | $10.13M | 4.1% | +2.3% | 0.728% | |
10/23/2024 | Legacy Wealth Asset Management LLC | 26,234 | $780K | 0.2% | -4.0% | 0.056% | |
10/23/2024 | Pettinga Financial Advisors LLC | 138,795 | $4.13M | 1.0% | +0.2% | 0.297% | |
10/22/2024 | International Assets Investment Management LLC | 82,408 | $2.45M | 0.0% | N/A | 0.176% | |
10/22/2024 | Private Advisor Group LLC | 11,549 | $344K | 0.0% | -3.8% | 0.025% | |
10/22/2024 | Leo Wealth LLC | 36,078 | $1.07M | 0.1% | +4.8% | 0.077% | |
10/22/2024 | WT Wealth Management | 22,920 | $736K | 0.2% | -1.5% | 0.049% | |
10/21/2024 | Vicus Capital | 10,093 | $300K | 0.0% | -20.1% | 0.022% | |
10/21/2024 | Foundations Investment Advisors LLC | 63,725 | $1.90M | 0.0% | +1.6% | 0.136% | |
10/21/2024 | Robinson Value Management Ltd. | 44,172 | $1.31M | 0.9% | N/A | 0.094% | |
10/18/2024 | Raymond James & Associates | 255,745 | $7.61M | 0.0% | +516.3% | 0.546% | |
10/18/2024 | Blue Trust Inc. | 9,567 | $266K | 0.0% | +12.1% | 0.020% | |
10/17/2024 | OmniStar Financial Group Inc. | 91,463 | $2.72M | 2.0% | -13.0% | 0.195% | |
10/17/2024 | Inspire Advisors LLC | 44,786 | $1.33M | 0.2% | +115.0% | 0.096% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 7,959 | $237K | 0.0% | N/A | 0.017% | |
10/16/2024 | Vontobel Holding Ltd. | 24,550 | $730K | 0.0% | -2.8% | 0.052% | |
10/8/2024 | CWM LLC | 60,078 | $1.79M | 0.0% | +14,919.5% | 0.128% | |
10/8/2024 | City Center Advisors LLC | 18,358 | $546K | 0.6% | -6.9% | 0.039% | |
10/7/2024 | Myecfo LLC | 56,961 | $1.70M | 0.9% | +1.0% | 0.122% | |
9/30/2024 | Mattson Financial Services LLC | 4,580 | $128K | 0.0% | N/A | 0.010% | |
8/30/2024 | Brown Financial Advisors | 963 | $27K | 0.0% | N/A | 0.002% | |
8/22/2024 | Cetera Investment Advisers | 118,035 | $3.29M | 0.0% | +21.2% | 0.252% | |
8/16/2024 | NewEdge Advisors LLC | 97,661 | $2.72M | 0.0% | +832.1% | 0.209% | |
8/16/2024 | Creative Planning | 10,045 | $280K | 0.0% | +7.8% | 0.021% | |
8/13/2024 | AE Wealth Management LLC | 13,462 | $375K | 0.0% | N/A | 0.029% | |
8/13/2024 | Herr Investment Group LLC | 156,000 | $4.34M | 0.3% | N/A | 0.333% | |
8/13/2024 | Benjamin Edwards Inc. | 10,253 | $285K | 0.1% | -11.9% | 0.022% | |
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8/13/2024 | Benjamin F. Edwards & Company Inc. | 300,337 | $8.36M | 0.1% | -12.0% | 0.642% | |
8/9/2024 | Renaissance Technologies LLC | 90,200 | $2.51M | 0.0% | +859.6% | 0.193% | |
8/9/2024 | Marble Harbor Investment Counsel LLC | 61,800 | $1.72M | 0.2% | -1.6% | 0.132% | |
8/8/2024 | Inspire Advisors LLC | 20,828 | $580K | 0.1% | -8.1% | 0.045% | |
8/8/2024 | Envestnet Asset Management Inc. | 107,080 | $2.98M | 0.0% | +8.8% | 0.229% | |
8/7/2024 | Anson Capital Inc. | 7,409 | $206K | 0.2% | N/A | 0.016% | |
8/7/2024 | Choreo LLC | 12,093 | $340K | 0.0% | +15.7% | 0.026% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 3,148 | $88K | 0.0% | N/A | 0.007% | |
8/6/2024 | Strategic Financial Concepts LLC | 9,453 | $263K | 0.0% | N/A | 0.020% | |
8/2/2024 | Foundations Investment Advisors LLC | 62,725 | $1.75M | 0.0% | +0.9% | 0.134% | |
8/1/2024 | Fielder Capital Group LLC | 139,287 | $3.88M | 1.5% | +15.7% | 0.298% | |
8/1/2024 | Capital Management Associates Inc | 332,827 | $9.27M | 5.6% | +5.1% | 0.711% | |
7/31/2024 | Confluence Wealth Services Inc. | 8,475 | $236K | 0.0% | N/A | 0.018% | |
7/31/2024 | Commonwealth Equity Services LLC | 190,195 | $5.30M | 0.0% | +25.4% | 0.406% | |
7/31/2024 | IFG Advisory LLC | 29,470 | $820K | 0.1% | +6.9% | 0.063% | |
7/31/2024 | Concurrent Investment Advisors LLC | 45,940 | $1.28M | 0.0% | N/A | 0.098% | |
7/30/2024 | BOS Asset Management LLC | 17,483 | $487K | 0.2% | -12.3% | 0.037% | |
7/27/2024 | OmniStar Financial Group Inc. | 105,146 | $2.93M | 2.6% | -12.6% | 0.225% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 223,123 | $6.21M | 0.0% | -13.7% | 0.477% | |
7/26/2024 | Saxony Capital Management LLC | 7,882 | $219K | 0.2% | N/A | 0.017% | |
7/25/2024 | Systelligence LLC | 307,832 | $8.57M | 2.3% | -16.1% | 0.658% | |
7/25/2024 | AMG National Trust Bank | 339,626 | $9.46M | 0.3% | +8.9% | 0.726% | |
7/25/2024 | Pettinga Financial Advisors LLC | 138,470 | $3.86M | 1.0% | -2.9% | 0.296% | |
7/24/2024 | Capital Wealth Alliance LLC | 8,012 | $223K | 0.1% | N/A | 0.017% | |
7/24/2024 | &PARTNERS | 35,595 | $991K | 0.0% | +36.4% | 0.076% | |
7/22/2024 | Security National Bank | 13,500 | $376K | 0.1% | -48.4% | 0.029% | |
7/20/2024 | China Universal Asset Management Co. Ltd. | 37,000 | $1.03M | 0.1% | N/A | 0.079% | |
7/18/2024 | Triad Wealth Partners LLC | 1,000 | $28K | 0.0% | N/A | 0.002% | |
7/17/2024 | 180 Wealth Advisors LLC | 136,180 | $4.09M | 0.7% | +1.3% | 0.291% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 20,692 | $576K | 0.0% | +6.1% | 0.044% | |
7/16/2024 | Apeiron RIA LLC | 60,521 | $1.69M | 0.5% | -2.5% | 0.129% | |
7/16/2024 | WASHINGTON TRUST Co | 11,384 | $317K | 0.0% | +43.2% | 0.024% | |
7/12/2024 | Columbus Macro LLC | 17,900 | $498K | 0.2% | N/A | 0.038% | |
7/11/2024 | Worth Asset Management LLC | 17,301 | $482K | 0.3% | N/A | 0.037% | |
7/9/2024 | Mather Group LLC. | 6,617 | $184K | 0.0% | +10.8% | 0.014% | |
7/9/2024 | Myecfo LLC | 56,421 | $1.57M | 0.9% | -3.1% | 0.121% | |
7/1/2024 | Confluence Investment Management LLC | 96,089 | $2.68M | 0.0% | -4.7% | 0.205% | |
5/24/2024 | Cetera Advisors LLC | 20,670 | $492K | 0.0% | +75.8% | 0.044% | |
5/24/2024 | Cetera Investment Advisers | 97,385 | $2.32M | 0.0% | +409.6% | 0.208% | |
5/20/2024 | Virtu Financial LLC | 253,244 | $6.03M | 0.5% | N/A | 0.541% | |
5/9/2024 | Leo Wealth LLC | 33,832 | $806K | 0.1% | -33.8% | 0.072% | |
5/9/2024 | Kingsview Wealth Management LLC | 10,663 | $254K | 0.0% | +17.4% | 0.023% | |
5/8/2024 | Richard C. Young & CO. LTD. | 69,783 | $1.66M | 0.2% | -4.5% | 0.149% | |
5/8/2024 | Sheets Smith Wealth Management | 25,726 | $613K | 0.1% | +18.4% | 0.055% | |
5/8/2024 | Avantax Advisory Services Inc. | 17,788 | $424K | 0.0% | -4.0% | 0.038% | |
5/8/2024 | Inspire Advisors LLC | 22,658 | $539K | 0.1% | +8.8% | 0.048% | |
5/7/2024 | BOS Asset Management LLC | 19,933 | $475K | 0.2% | -36.6% | 0.043% | |
5/4/2024 | Geneos Wealth Management Inc. | 3,728 | $89K | 0.0% | +86.4% | 0.008% | |
5/1/2024 | Avior Wealth Management LLC | 112,047 | $2.67M | 0.1% | +33.8% | 0.240% | |
4/29/2024 | Commonwealth Equity Services LLC | 151,641 | $3.61M | 0.0% | +12.6% | 0.325% | |
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4/29/2024 | Benjamin Edwards Inc. | 11,643 | $277K | 0.1% | N/A | 0.025% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 341,218 | $8.13M | 0.1% | +115,567.1% | 0.731% | |
4/25/2024 | Fielder Capital Group LLC | 120,438 | $2.87M | 1.3% | +93.8% | 0.258% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 258,563 | $6.16M | 0.0% | -28.6% | 0.554% | |
4/23/2024 | Gradient Investments LLC | 178,108 | $4.24M | 0.1% | -4.2% | 0.382% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 96,514 | $2.30M | 0.0% | +1.4% | 0.207% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 27,551 | $656K | 0.2% | -17.3% | 0.059% | |
4/18/2024 | Myecfo LLC | 58,254 | $1.42M | 0.8% | +9.5% | 0.125% | |
4/18/2024 | Pettinga Financial Advisors LLC | 142,570 | $3.40M | 0.9% | -0.6% | 0.306% | |
4/16/2024 | 180 Wealth Advisors LLC | 134,424 | $3.20M | 0.6% | +5.8% | 0.288% | |