12/13/2024 | B. Riley Wealth Advisors Inc. | 6,429 | $325K | 0.0% | -37.9% | 0.005% | |
11/25/2024 | Destination Wealth Management | 41,143 | $2.08M | 0.1% | +1.8% | 0.030% | |
11/25/2024 | World Investment Advisors LLC | 5,616 | $284K | 0.0% | -24.5% | 0.004% | |
11/25/2024 | Sanctuary Advisors LLC | 89,713 | $4.54M | 0.0% | -15.8% | 0.066% | |
11/21/2024 | SkyView Investment Advisors LLC | 63,755 | $3.23M | 0.5% | N/A | 0.047% | |
11/18/2024 | Coldstream Capital Management Inc. | 4,022 | $203K | 0.0% | N/A | 0.003% | |
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11/18/2024 | Strait & Sound Wealth Management LLC | 15,782 | $799K | 0.4% | +186.3% | 0.012% | |
11/15/2024 | Brophy Wealth Management LLC | 17,681 | $895K | 0.3% | N/A | 0.013% | |
11/15/2024 | MML Investors Services LLC | 548,652 | $27.76M | 0.1% | -5.5% | 0.402% | |
11/15/2024 | Main Management LLC | 68,383 | $3.46M | 0.3% | -9.5% | 0.050% | |
11/15/2024 | Orion Portfolio Solutions LLC | 215,038 | $10.88M | 0.2% | -23.4% | 0.157% | |
11/15/2024 | EP Wealth Advisors LLC | 3,768 | $191K | 0.0% | N/A | 0.003% | |
11/15/2024 | Jane Street Group LLC | 62,177 | $3.15M | 0.0% | -89.3% | 0.046% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 145,555 | $7.37M | 0.0% | -0.4% | 0.107% | |
11/15/2024 | WESCAP Management Group Inc. | 284,989 | $14.42M | 3.6% | +1.2% | 0.209% | |
11/15/2024 | Weaver Consulting Group | 347,928 | $17.61M | 5.6% | +45.0% | 0.255% | |
11/15/2024 | Stifel Financial Corp | 682,950 | $34.56M | 0.0% | +0.5% | 0.500% | |
11/15/2024 | IHT Wealth Management LLC | 13,073 | $661K | 0.0% | -15.4% | 0.010% | |
11/15/2024 | Integrated Wealth Concepts LLC | 20,974 | $1.06M | 0.0% | -14.6% | 0.015% | |
11/15/2024 | HighTower Advisors LLC | 271,865 | $13.76M | 0.0% | -47.1% | 0.199% | |
11/15/2024 | Ascent Group LLC | 341,911 | $17.30M | 1.3% | +475.5% | 0.250% | |
11/14/2024 | Kiely Wealth Advisory Group Inc. | 220,720 | $11.15M | 7.1% | -48.6% | 0.162% | |
11/14/2024 | Flow Traders U.S. LLC | 314,051 | $15.89M | 0.8% | +497.3% | 0.230% | |
11/14/2024 | Rockefeller Capital Management L.P. | 22,515 | $1.14M | 0.0% | -8.3% | 0.016% | |
11/14/2024 | CreativeOne Wealth LLC | 71,571 | $3.62M | 0.1% | -36.5% | 0.052% | |
11/14/2024 | Cravens & Co Advisors LLC | 62,752 | $3.18M | 2.5% | -29.7% | 0.046% | |
11/13/2024 | Townsquare Capital LLC | 11,971 | $606K | 0.0% | -12.1% | 0.009% | |
11/13/2024 | BNP Paribas Financial Markets | 74,580 | $3.77M | 0.0% | +190.9% | 0.055% | |
11/13/2024 | D.A. Davidson & CO. | 5,799 | $293K | 0.0% | +7.8% | 0.004% | |
11/13/2024 | Bank of Montreal Can | 179,649 | $9.09M | 0.0% | +21.2% | 0.132% | |
11/13/2024 | Private Trust Co. NA | 25,150 | $1.27M | 0.1% | -6.8% | 0.018% | |
11/13/2024 | Boston Family Office LLC | 28,003 | $1.42M | 0.1% | -11.3% | 0.021% | |
11/12/2024 | Cahill Financial Advisors Inc. | 61,224 | $3.10M | 0.4% | -17.5% | 0.045% | |
11/12/2024 | Centaurus Financial Inc. | 24,716 | $1.25M | 0.1% | +34.0% | 0.018% | |
11/12/2024 | WESPAC Advisors LLC | 84,310 | $4.27M | 3.2% | -5.6% | 0.062% | |
11/12/2024 | Cerity Partners LLC | 168,601 | $8.53M | 0.0% | +38.2% | 0.123% | |
11/12/2024 | Optivise Advisory Services LLC | 671,396 | $33.97M | 17.9% | N/A | 0.492% | |
11/12/2024 | Stonebrook Private Inc. | 4,137 | $209K | 0.1% | -82.8% | 0.003% | |
11/12/2024 | Nwam LLC | 8,952 | $453K | 0.0% | N/A | 0.007% | |
11/12/2024 | Meridian Wealth Management LLC | 102,734 | $5.20M | 0.3% | -10.9% | 0.075% | |
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11/12/2024 | Concorde Asset Management LLC | 4,210 | $213K | 0.1% | -30.3% | 0.003% | |
11/12/2024 | Darden Wealth Group Inc | 25,080 | $1.27M | 0.9% | +22.0% | 0.018% | |
11/9/2024 | LPL Financial LLC | 5,588,716 | $282.79M | 0.1% | -1.7% | 4.091% | |
11/8/2024 | Steele Capital Management Inc. | 35,494 | $1.80M | 0.1% | +26.6% | 0.026% | |
11/8/2024 | Portfolio Design Labs LLC | 516,000 | $26.11M | 7.3% | +377.0% | 0.378% | |
11/8/2024 | First Horizon Advisors Inc. | 6,146 | $311K | 0.0% | +67.2% | 0.004% | |
11/8/2024 | Kraft Davis & Associates LLC | 7,854 | $397K | 0.1% | +91.3% | 0.006% | |
11/8/2024 | Avior Wealth Management LLC | 6,857 | $347K | 0.0% | -14.0% | 0.005% | |
11/8/2024 | FWG Holdings LLC | 77,480 | $3.92M | 1.9% | +8.5% | 0.057% | |
11/8/2024 | BIP Wealth LLC | 1,479,294 | $74.85M | 5.1% | +19.5% | 1.083% | |
11/8/2024 | Prospera Financial Services Inc | 14,029 | $710K | 0.0% | +57.2% | 0.010% | |
11/7/2024 | Vertex Planning Partners LLC | 195,450 | $9.89M | 2.4% | +22.3% | 0.143% | |
11/7/2024 | Sugar Maple Asset Management LLC | 274,145 | $13.87M | 12.1% | +4.1% | 0.201% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 15,617 | $790K | 0.0% | -36.1% | 0.011% | |
11/6/2024 | OneDigital Investment Advisors LLC | 755,451 | $38.23M | 0.4% | +36.9% | 0.553% | |
11/6/2024 | Palo Alto Wealth Advisors LLC | 41,734 | $2.11M | 0.9% | -30.7% | 0.031% | |
11/6/2024 | Lifeworks Advisors LLC | 4,518 | $229K | 0.0% | +11.9% | 0.003% | |
11/6/2024 | Intelligence Driven Advisers LLC | 18,387 | $930K | 0.1% | -31.2% | 0.013% | |
11/6/2024 | Oppenheimer & Co. Inc. | 26,781 | $1.36M | 0.0% | -92.2% | 0.020% | |
11/5/2024 | Hamel Associates Inc. | 191,485 | $9.69M | 3.0% | +4.2% | 0.140% | |
11/5/2024 | Haverford Trust Co | 31,816 | $1.61M | 0.0% | -12.8% | 0.023% | |
11/5/2024 | Aptus Capital Advisors LLC | 10,197 | $516K | 0.0% | -11.4% | 0.007% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 22,736 | $1.15M | 0.0% | -13.0% | 0.017% | |
11/5/2024 | Savvy Advisors Inc. | 96,983 | $4.91M | 1.0% | +139.1% | 0.071% | |
11/5/2024 | Harbour Investments Inc. | 7,777 | $394K | 0.0% | -34.2% | 0.006% | |
11/4/2024 | Laffer Tengler Investments Inc. | 26,679 | $1.35M | 0.3% | +8.1% | 0.020% | |
11/4/2024 | Core Wealth Partners LLC | 7,747 | $392K | 0.2% | -28.3% | 0.006% | |
11/4/2024 | Maiden Cove Capital LLC | 7,483 | $378K | 0.8% | N/A | 0.005% | |
11/4/2024 | Disciplined Investments LLC | 106,239 | $5.38M | 2.7% | +3.7% | 0.078% | |
11/4/2024 | Axxcess Wealth Management LLC | 1,185,988 | $60.01M | 1.5% | +10.6% | 0.868% | |
11/1/2024 | GSG Advisors LLC | 8,184 | $413K | 0.1% | N/A | 0.006% | |
11/1/2024 | Sheets Smith Wealth Management | 19,455 | $984K | 0.1% | -2.7% | 0.014% | |
11/1/2024 | Proficio Capital Partners LLC | 83,085 | $4.20M | 0.4% | -43.9% | 0.061% | |
11/1/2024 | Atria Investments Inc | 198,542 | $10.05M | 0.1% | +4.0% | 0.145% | |
11/1/2024 | Oxbow Advisors LLC | 2,676,362 | $135.42M | 13.4% | +59.6% | 1.959% | |
11/1/2024 | PFS Partners LLC | 118,233 | $5.98M | 3.4% | +282.2% | 0.087% | |
11/1/2024 | Assetmark Inc. | 1,509,795 | $76.40M | 0.2% | -2.7% | 1.105% | |
11/1/2024 | Able Wealth Management LLC | 37,675 | $1.91M | 1.4% | -15.6% | 0.028% | |
11/1/2024 | Advocacy Wealth Management Services LLC | 887,384 | $44.90M | 3.5% | -2.2% | 0.650% | |
11/1/2024 | Verity Asset Management Inc. | 10,604 | $537K | 0.2% | +137.5% | 0.008% | |
10/31/2024 | Montecito Bank & Trust | 104,164 | $5.27M | 0.9% | -0.6% | 0.076% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 4,782 | $242K | 0.2% | N/A | 0.004% | |
10/30/2024 | Maia Wealth LLC | 4,202 | $213K | 0.1% | -24.1% | 0.003% | |
10/30/2024 | Austin Private Wealth LLC | 6,235 | $315K | 0.0% | -7.7% | 0.005% | |
10/30/2024 | Divergent Wealth Advisors | 458,831 | $23.22M | 4.2% | +4.6% | 0.336% | |
10/30/2024 | Clarity Financial LLC | 22,004 | $1.11M | 0.1% | -1.4% | 0.016% | |
10/30/2024 | Alterna Wealth Management Inc. | 3,990 | $202K | 0.2% | -54.5% | 0.003% | |
10/30/2024 | Moloney Securities Asset Management LLC | 22,744 | $1.15M | 0.2% | +182.7% | 0.017% | |
10/30/2024 | Capital Wealth Alliance LLC | 190,817 | $9.66M | 5.6% | +30.3% | 0.140% | |
10/29/2024 | Acute Investment Advisory LLC | 1,112,068 | $56.27M | 32.3% | -1.8% | 0.814% | |
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10/29/2024 | Janney Montgomery Scott LLC | 74,453 | $3.77M | 0.0% | -13.3% | 0.055% | |
10/29/2024 | Vigilare Wealth Management | 18,217 | $922K | 0.4% | +14.8% | 0.013% | |
10/29/2024 | James Investment Research Inc. | 52,719 | $2.67M | 0.3% | -9.5% | 0.039% | |
10/29/2024 | Farther Finance Advisors LLC | 83,285 | $4.21M | 0.2% | -4.4% | 0.061% | |
10/28/2024 | CacheTech Inc. | 5,574 | $282K | 0.1% | N/A | 0.004% | |
10/28/2024 | Focus Financial Network Inc. | 52,046 | $2.63M | 0.1% | +54.2% | 0.038% | |
10/28/2024 | Stephens Inc. AR | 34,119 | $1.73M | 0.0% | -8.7% | 0.025% | |
10/28/2024 | US Bancorp DE | 983 | $50K | 0.0% | -91.8% | 0.001% | |
10/25/2024 | TNF LLC | 19,894 | $1.01M | 0.4% | -6.0% | 0.015% | |
10/25/2024 | SteelPeak Wealth LLC | 100,200 | $5.07M | 0.2% | +703.7% | 0.073% | |