11/5/2024 | Harbour Investments Inc. | 4,286 | $1.12M | 0.0% | +0.9% | 0.020% | |
11/5/2024 | Fountainhead AM LLC | 1,101 | $286K | 0.1% | +17.5% | 0.005% | |
11/4/2024 | tru Independence LLC | 2,309 | $601K | 0.2% | +15.9% | 0.011% | |
11/4/2024 | Ashton Thomas Securities LLC | 8,510 | $2.21M | 0.4% | +8.1% | 0.039% | |
11/4/2024 | Sigma Planning Corp | 2,931 | $762K | 0.0% | +23.6% | 0.013% | |
11/1/2024 | Sheets Smith Wealth Management | 9,823 | $2.56M | 0.3% | -29.1% | 0.045% | |
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11/1/2024 | Atria Investments Inc | 14,542 | $3.78M | 0.0% | -1.9% | 0.067% | |
11/1/2024 | Assetmark Inc. | 1,564 | $407K | 0.0% | +610.9% | 0.007% | |
11/1/2024 | CWA Asset Management Group LLC | 1,634 | $425K | 0.0% | N/A | 0.007% | |
11/1/2024 | Leavell Investment Management Inc. | 2,183 | $569K | 0.0% | -5.2% | 0.010% | |
11/1/2024 | Sonata Capital Group Inc. | 4,645 | $1.21M | 0.5% | +2.2% | 0.021% | |
10/31/2024 | Trinity Legacy Partners LLC | 40,479 | $10.79M | 2.5% | +10.2% | 0.186% | |
10/31/2024 | Concurrent Investment Advisors LLC | 8,504 | $2.21M | 0.1% | -5.5% | 0.039% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 48,779 | $12.69M | 2.7% | +0.2% | 0.224% | |
10/30/2024 | Madden Advisory Services Inc. | 6,788 | $1.77M | 0.8% | -2.3% | 0.031% | |
10/29/2024 | Janney Montgomery Scott LLC | 30,834 | $8.02M | 0.0% | N/A | 0.141% | |
10/29/2024 | Carmichael Hill & Associates Inc. | 1,591 | $414K | 0.1% | +8.8% | 0.007% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 3,549 | $923K | 0.1% | +7.2% | 0.016% | |
10/28/2024 | US Bancorp DE | 1,331 | $346K | 0.0% | +7.0% | 0.006% | |
10/25/2024 | Financial Advocates Investment Management | 650 | $169K | 0.0% | N/A | 0.003% | |
10/25/2024 | Pinnacle Associates Ltd. | 3,919 | $1.02M | 0.0% | +19.2% | 0.018% | |
10/25/2024 | Integrated Advisors Network LLC | 5,326 | $1.39M | 0.1% | -7.3% | 0.024% | |
10/25/2024 | Pallas Capital Advisors LLC | 975 | $254K | 0.0% | -25.6% | 0.004% | |
10/24/2024 | Salomon & Ludwin LLC | 14,078 | $3.66M | 0.4% | -7.3% | 0.065% | |
10/24/2024 | J.W. Cole Advisors Inc. | 42,602 | $11.08M | 0.5% | -1.2% | 0.195% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 29,388 | $7.64M | 0.0% | +715.0% | 0.135% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 9,864 | $2.57M | 0.1% | -1.9% | 0.045% | |
10/23/2024 | Blackston Financial Advisory Group LLC | 2,086 | $543K | 0.3% | N/A | 0.010% | |
10/23/2024 | Brighton Jones LLC | 5,883 | $1.53M | 0.1% | +8.4% | 0.027% | |
10/22/2024 | Private Advisor Group LLC | 20,759 | $5.40M | 0.0% | -4.0% | 0.095% | |
10/22/2024 | Alexander Labrunerie & CO. Inc. | 2,827 | $735K | 0.3% | -9.8% | 0.013% | |
10/22/2024 | RBA Wealth Management LLC | 3,295 | $857K | 0.3% | +2.8% | 0.015% | |
10/21/2024 | Calton & Associates Inc. | 3,687 | $959K | 0.4% | -20.7% | 0.017% | |
10/21/2024 | Foundations Investment Advisors LLC | 12,374 | $3.22M | 0.1% | -8.6% | 0.057% | |
10/21/2024 | Ledyard National Bank | 17,518 | $4.56M | 0.4% | -9.3% | 0.080% | |
10/21/2024 | Roof Eidam Maycock Peralta LLC | 780 | $203K | 0.1% | N/A | 0.004% | |
10/18/2024 | Cadent Capital Advisors LLC | 53,356 | $13.88M | 4.3% | +8.3% | 0.245% | |
10/18/2024 | Marks Wealth LLC | 43,975 | $11.44M | 4.9% | N/A | 0.202% | |
10/18/2024 | Harfst & Associates Inc. | 60,534 | $15.74M | 3.5% | +1.2% | 0.278% | |
10/18/2024 | ST Germain D J Co. Inc. | 345 | $90K | 0.0% | -16.9% | 0.002% | |
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10/18/2024 | Raymond James & Associates | 122,647 | $31.90M | 0.0% | +22.3% | 0.563% | |
10/17/2024 | Joule Financial LLC | 9,688 | $2.53M | 0.9% | -3.0% | 0.044% | |
10/16/2024 | Bleakley Financial Group LLC | 4,830 | $1.26M | 0.0% | -11.2% | 0.022% | |
10/16/2024 | Cornerstone Wealth Management LLC | 782 | $203K | 0.0% | N/A | 0.004% | |
10/16/2024 | Curran Financial Partners LLC | 15,355 | $3.99M | 1.1% | -0.2% | 0.070% | |
10/16/2024 | Destiny Wealth Partners LLC | 41,201 | $10.72M | 1.9% | -0.3% | 0.189% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 33,714 | $8.77M | 2.8% | -11.2% | 0.155% | |
10/15/2024 | Luts & Greenleigh Group Inc. | 776 | $202K | 0.2% | N/A | 0.004% | |
10/11/2024 | Creative Planning | 17,720 | $4.61M | 0.0% | +5.0% | 0.081% | |
10/11/2024 | High Net Worth Advisory Group LLC | 4,168 | $1.08M | 0.3% | +22.4% | 0.019% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 8,921 | $2.33M | 0.1% | +13.4% | 0.041% | |
10/10/2024 | City State Bank | 3,032 | $789K | 0.3% | +3.2% | 0.014% | |
10/9/2024 | Maltin Wealth Management Inc. | 15,927 | $4.14M | 2.0% | +2.4% | 0.073% | |
10/9/2024 | Financial Advisory Partners LLC | 16,930 | $4.40M | 1.5% | +1.4% | 0.078% | |
10/8/2024 | CWM LLC | 1,019 | $265K | 0.0% | -29.1% | 0.005% | |
10/8/2024 | Daymark Wealth Partners LLC | 1,320 | $343K | 0.0% | N/A | 0.006% | |
10/8/2024 | Royal Fund Management LLC | 12,864 | $3.38M | 0.2% | +128.0% | 0.059% | |
10/8/2024 | First PREMIER Bank | 1,193 | $310K | 0.1% | +43.6% | 0.005% | |
10/8/2024 | Hoxton Planning & Management LLC | 2,428 | $631K | 0.2% | N/A | 0.011% | |
10/8/2024 | Brookstone Capital Management | 3,011 | $783K | 0.0% | +7.8% | 0.014% | |
10/8/2024 | Mather Group LLC. | 2,708 | $704K | 0.0% | -9.2% | 0.012% | |
10/7/2024 | SignalPoint Asset Management LLC | 1,888 | $488K | 0.1% | +45.7% | 0.009% | |
10/5/2024 | Collective Family Office LLC | 4,080 | $1.06M | 0.3% | -6.3% | 0.019% | |
10/5/2024 | Central Valley Advisors LLC | 2,235 | $581K | 0.3% | N/A | 0.010% | |
10/4/2024 | HBW Advisory Services LLC | 2,854 | $742K | 0.1% | +16.0% | 0.013% | |
10/3/2024 | Delta Financial Group Inc. | 3,592 | $934K | 0.3% | +23.5% | 0.016% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 33,098 | $8.61M | 0.2% | +2.0% | 0.152% | |
10/2/2024 | Praetorian Wealth Management Inc. | 10,044 | $2.61M | 0.7% | -10.1% | 0.046% | |
10/1/2024 | Park National Corp OH | 12,373 | $3.22M | 0.1% | -1.6% | 0.057% | |
9/23/2024 | Centaurus Financial Inc. | 3,507 | $825K | 0.1% | -22.0% | 0.016% | |
9/20/2024 | Anchor Investment Management LLC | 10,028 | $2.36M | 0.2% | -24.6% | 0.046% | |
9/5/2024 | Sanctuary Advisors LLC | 11,450 | $2.71M | 0.0% | N/A | 0.053% | |
8/22/2024 | Cetera Investment Advisers | 130,245 | $30.64M | 0.1% | -9.6% | 0.597% | |
8/21/2024 | Truist Financial Corp | 46,229 | $10.87M | 0.0% | -13.5% | 0.212% | |
8/19/2024 | Hershey Financial Advisers LLC | 7,050 | $1.66M | 1.5% | N/A | 0.032% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 2,335 | $551K | 0.0% | -36.3% | 0.011% | |
8/16/2024 | Invst LLC | 35,481 | $8.24M | 0.9% | -5.2% | 0.163% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 33,788 | $7.95M | 0.0% | +6.2% | 0.155% | |
8/16/2024 | Elevation Capital Advisory LLC | 1,946 | $458K | 0.2% | N/A | 0.009% | |
8/16/2024 | Creative Planning | 16,880 | $3.97M | 0.0% | -2.4% | 0.077% | |
8/16/2024 | Full Sail Capital LLC | 18,591 | $4.37M | 0.3% | -6.3% | 0.085% | |
8/16/2024 | Ascent Group LLC | 2,012 | $473K | 0.0% | -3.3% | 0.009% | |
8/15/2024 | Trinity Legacy Partners LLC | 36,744 | $8.64M | 2.5% | +3.5% | 0.169% | |
8/14/2024 | Bank of Montreal Can | 2,327 | $555K | 0.0% | -82.4% | 0.011% | |
8/14/2024 | Fairscale Capital LLC | 257 | $64K | 0.1% | N/A | 0.001% | |
8/13/2024 | Callan Capital LLC | 17,348 | $4.08M | 0.3% | -3.3% | 0.080% | |
8/12/2024 | Mittelman Wealth Management | 11,050 | $2.60M | 1.7% | -0.4% | 0.051% | |
8/12/2024 | Blair William & Co. IL | 22,469 | $5.29M | 0.0% | +21.4% | 0.103% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 5,090 | $1.20M | 0.0% | -19.3% | 0.023% | |
8/10/2024 | Perennial Investment Advisors LLC | 1,752 | $412K | 0.1% | +96.4% | 0.008% | |
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8/9/2024 | Wulff Hansen & CO. | 279,912 | $65.84M | 0.4% | +23,422.0% | 1.284% | |
8/9/2024 | Citizens Financial Group Inc. RI | 1,243 | $293K | 0.0% | N/A | 0.006% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 7,528 | $1.77M | 0.0% | -2.4% | 0.035% | |
8/9/2024 | Breakwater Investment Management | 731 | $172K | 0.1% | -16.1% | 0.003% | |
8/8/2024 | J.W. Cole Advisors Inc. | 43,140 | $10.15M | 0.5% | -2.6% | 0.198% | |
8/8/2024 | Envestnet Asset Management Inc. | 366,145 | $86.13M | 0.0% | -4.1% | 1.680% | |
8/8/2024 | Scarborough Advisors LLC | 149 | $35K | 0.0% | -30.7% | 0.001% | |
8/8/2024 | Oppenheimer & Co. Inc. | 7,357 | $1.73M | 0.0% | +5.4% | 0.034% | |
8/8/2024 | Idaho Trust Bank | 4,140 | $974K | 0.5% | N/A | 0.019% | |
8/8/2024 | BOKF NA | 7,061 | $1.66M | 0.0% | -1.0% | 0.032% | |