5/16/2024 | Jane Street Group LLC | 108,784 | $5.18M | 0.0% | +1,065.7% | 1.170% | |
5/16/2024 | Waverly Advisors LLC | 30,583 | $1.46M | 0.0% | N/A | 0.329% | |
5/14/2024 | Advisors Asset Management Inc. | 10,439 | $497K | 0.0% | +5.4% | 0.112% | |
5/11/2024 | Jacobi Capital Management LLC | 18,141 | $864K | 0.1% | N/A | 0.202% | |
5/9/2024 | Koshinski Asset Management Inc. | 75,121 | $3.58M | 0.4% | N/A | 0.835% | |
5/8/2024 | Bleakley Financial Group LLC | 134,041 | $6.38M | 0.2% | +5.7% | 1.489% | |
|
5/7/2024 | PFG Advisors | 29,088 | $1.39M | 0.1% | -2.6% | 0.323% | |
5/6/2024 | SYM FINANCIAL Corp | 33,081 | $1.58M | 0.3% | +17.3% | 0.368% | |
5/6/2024 | Advisory Alpha LLC | 7,381 | $351K | 0.0% | +12.3% | 0.082% | |
5/4/2024 | SPC Financial Inc. | 11,997 | $571K | 0.1% | -11.9% | 0.133% | |
5/4/2024 | Geneos Wealth Management Inc. | 18,036 | $859K | 0.0% | +10.1% | 0.200% | |
5/1/2024 | McCarthy & Cox | 252,245 | $12.01M | 4.5% | N/A | 2.803% | |
4/30/2024 | Private Advisor Group LLC | 11,796 | $562K | 0.0% | +13.8% | 0.131% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 5,970 | $284K | 0.1% | N/A | 0.066% | |
4/29/2024 | Commonwealth Equity Services LLC | 271,795 | $12.94M | 0.0% | +9.1% | 3.020% | |
4/27/2024 | Treasure Coast Financial Planning | 113,864 | $5.42M | 3.5% | +4.5% | 1.265% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 32,077 | $1.53M | 0.0% | +26.3% | 0.360% | |
4/24/2024 | Simplicity Wealth LLC | 134,041 | $6.38M | 0.2% | N/A | 1.506% | |
4/23/2024 | Global Retirement Partners LLC | 2,975 | $142K | 0.0% | -21.1% | 0.033% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 52,533 | $2.50M | 0.0% | +11.1% | 0.590% | |
4/22/2024 | Drive Wealth Management LLC | 5,489 | $261K | 0.1% | -19.9% | 0.062% | |
4/22/2024 | Marmo Financial Group LLC | 53,094 | $2.53M | 1.5% | N/A | 0.597% | |
4/18/2024 | Saxon Interests Inc. | 12,861 | $612K | 0.3% | -56.6% | 0.145% | |
4/18/2024 | Narus Financial Partners LLC | 8,528 | $406K | 0.2% | +14.8% | 0.096% | |
4/17/2024 | Fiduciary Alliance LLC | 71,496 | $3.38M | 0.6% | +6.0% | 0.803% | |
4/16/2024 | Financial Management Professionals Inc. | 96,706 | $4.61M | 0.7% | -0.4% | 1.087% | |
4/15/2024 | Peterson Wealth Advisors LLC | 133,724 | $6.37M | 1.4% | +3.2% | 1.503% | |
4/15/2024 | Hobart Private Capital LLC | 59,003 | $2.81M | 0.9% | N/A | 0.663% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 30,438 | $1.45M | 0.8% | -9.9% | 0.342% | |
4/12/2024 | CGN Advisors LLC | 229,848 | $10.95M | 1.4% | -6.0% | 2.583% | |
4/12/2024 | Ignite Planners LLC | 90,987 | $4.31M | 1.2% | +37.3% | 1.022% | |
4/12/2024 | Lane & Associates LLC | 15,340 | $731K | 0.5% | -16.3% | 0.172% | |
4/11/2024 | International Assets Investment Management LLC | 18,228 | $863K | 0.0% | -1.2% | 0.205% | |
4/11/2024 | Hyperion Partners LLC | 152,854 | $7.28M | 5.3% | +4.5% | 1.717% | |
4/10/2024 | LexAurum Advisors LLC | 64,621 | $3.08M | 0.8% | +17.0% | 0.726% | |
4/10/2024 | KMG Fiduciary Partners LLC | 217,882 | $10.38M | 1.1% | +55.4% | 2.448% | |
4/10/2024 | Sunflower Bank N.A. | 263,150 | $12.53M | 2.8% | +2.4% | 2.957% | |
2/15/2024 | Freedom Investment Management Inc. | 58,120 | $2.78M | 0.2% | -9.3% | 0.765% | |
2/13/2024 | Oppenheimer & Co. Inc. | 27,943 | $1.34M | 0.0% | +2.9% | 0.368% | |
2/9/2024 | Avantax Planning Partners Inc. | 250,149 | $11.96M | 0.5% | -5.5% | 3.291% | |
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2/9/2024 | Certified Advisory Corp | 155,860 | $7.45M | 1.1% | +5.7% | 2.051% | |
2/9/2024 | Motco | 5,504 | $263K | 0.0% | -15.0% | 0.072% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 4,680 | $224K | 0.0% | +169.6% | 0.062% | |
2/7/2024 | Hills Bank & Trust Co | 208,182 | $9.95M | 1.0% | +6.9% | 2.739% | |
2/6/2024 | Private Advisor Group LLC | 10,364 | $495K | 0.0% | +3.3% | 0.136% | |
2/6/2024 | SYM FINANCIAL Corp | 28,193 | $1.35M | 0.2% | +141.3% | 0.371% | |
2/6/2024 | National Bank of Canada FI | 4,515 | $215K | 0.0% | -38.7% | 0.059% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 16,218 | $775K | 0.1% | +79.5% | 0.213% | |
2/2/2024 | Atria Wealth Solutions Inc. | 5,341 | $255K | 0.0% | N/A | 0.070% | |
2/1/2024 | Sigma Planning Corp | 11,138 | $532K | 0.0% | -45.9% | 0.147% | |
2/1/2024 | Treasure Coast Financial Planning | 108,921 | $5.21M | 3.6% | +0.4% | 1.433% | |
2/1/2024 | CWM LLC | 3,311 | $158K | 0.0% | N/A | 0.044% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 51,420 | $2.46M | 1.5% | N/A | 0.677% | |
1/31/2024 | HTLF Bank | 21,569 | $1.03M | 0.1% | N/A | 0.284% | |
1/30/2024 | Prosperity Wealth Management Inc. | 4,611 | $220K | 0.1% | N/A | 0.061% | |
1/30/2024 | Capital Analysts LLC | 707 | $34K | 0.0% | -29.9% | 0.009% | |
1/29/2024 | Simplicity Solutions LLC | 126,881 | $6.06M | 0.2% | +0.3% | 1.669% | |
1/29/2024 | Adamsbrown Wealth Consultants LLC | 299,278 | $14.30M | 6.2% | +5.9% | 3.938% | |
1/29/2024 | Perigon Wealth Management LLC | 4,265 | $204K | 0.0% | N/A | 0.056% | |
1/26/2024 | Geneos Wealth Management Inc. | 16,379 | $783K | 0.0% | +14.1% | 0.216% | |
1/25/2024 | Narus Financial Partners LLC | 7,430 | $355K | 0.2% | N/A | 0.098% | |
1/25/2024 | International Assets Investment Management LLC | 18,450 | $882K | 0.0% | N/A | 0.243% | |
1/25/2024 | Bleakley Financial Group LLC | 126,851 | $6.06M | 0.2% | +0.3% | 1.669% | |
1/25/2024 | Financial Insights Inc. | 7,321 | $350K | 0.1% | -31.1% | 0.096% | |
1/24/2024 | Stratos Wealth Advisors LLC | 30,187 | $1.44M | 0.1% | +8.5% | 0.397% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 154,894 | $7.40M | 0.1% | -3.2% | 2.038% | |
1/24/2024 | Park Place Capital Corp | 1,393 | $67K | 0.0% | -37.3% | 0.018% | |
1/24/2024 | International Assets Investment Management LLC | 881,726 | $42.14M | 0.0% | N/A | 11.602% | |
1/24/2024 | Halbert Hargrove Global Advisors LLC | 117,203 | $5.60M | 0.4% | +2.6% | 1.542% | |
1/23/2024 | Advisory Alpha LLC | 6,570 | $314K | 0.0% | N/A | 0.086% | |
1/23/2024 | StrategIQ Financial Group LLC | 29,773 | $1.42M | 0.2% | +42.6% | 0.392% | |
1/23/2024 | ForthRight Wealth Management LLC | 134,139 | $6.41M | 2.5% | +10.0% | 1.765% | |
1/22/2024 | Drive Wealth Management LLC | 6,850 | $328K | 0.1% | -14.0% | 0.090% | |
1/19/2024 | PFG Advisors | 29,850 | $1.43M | 0.1% | +5.2% | 0.393% | |
1/18/2024 | Global Retirement Partners LLC | 3,770 | $179K | 0.0% | -13.2% | 0.050% | |
1/18/2024 | Saxon Interests Inc. | 29,625 | $1.42M | 0.7% | N/A | 0.390% | |
1/18/2024 | Sage Financial Group Inc. | 4,208 | $201K | 0.0% | N/A | 0.055% | |
1/17/2024 | Fiduciary Alliance LLC | 67,452 | $3.22M | 0.6% | +18.3% | 0.888% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 47,274 | $2.26M | 0.0% | +21.3% | 0.622% | |
1/16/2024 | Raymond James & Associates | 21,227 | $1.01M | 0.0% | +10.2% | 0.279% | |
1/12/2024 | Financial Management Professionals Inc. | 97,061 | $4.64M | 0.8% | -3.5% | 1.277% | |
1/12/2024 | Etesian Wealth Advisors Inc. | 33,796 | $1.62M | 1.0% | +3.0% | 0.445% | |
1/12/2024 | Sunflower Bank N.A. | 256,915 | $12.28M | 2.8% | -4.1% | 3.380% | |
1/11/2024 | First Citizens Financial Corp | 23,697 | $1.13M | 0.7% | +52.1% | 0.312% | |
1/11/2024 | LexAurum Advisors LLC | 55,233 | $2.64M | 0.7% | +1.7% | 0.727% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 14,457 | $684K | 0.0% | +3.5% | 0.190% | |
1/11/2024 | Atlas Private Wealth Advisors | 5,358 | $256K | 0.0% | -24.4% | 0.071% | |
1/11/2024 | Falcon Wealth Planning | 4,311 | $206K | 0.0% | -21.9% | 0.057% | |
1/11/2024 | KMG Fiduciary Partners LLC | 140,204 | $6.70M | 0.8% | +3.5% | 1.845% | |
1/10/2024 | Peterson Wealth Advisors LLC | 129,585 | $6.19M | 1.5% | -0.5% | 1.705% | |
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1/9/2024 | Windsor Capital Management LLC | 142,196 | $6.80M | 2.2% | -0.3% | 1.871% | |
1/9/2024 | Ignite Planners LLC | 66,262 | $3.15M | 0.9% | +86.6% | 0.872% | |
12/7/2023 | Financial Insights Inc. | 10,621 | $479K | 0.2% | N/A | 0.140% | |
11/15/2023 | Advisors Asset Management Inc. | 9,886 | $450K | 0.0% | +4.7% | 0.130% | |
11/13/2023 | Certified Advisory Corp | 147,414 | $6.71M | 0.8% | +113.0% | 1.940% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 1,736 | $79K | 0.0% | +8,580.0% | 0.023% | |
11/13/2023 | LPL Financial LLC | 132,947 | $6.05M | 0.0% | +11.9% | 1.749% | |
11/9/2023 | SPC Financial Inc. | 15,118 | $688K | 0.1% | -1.5% | 0.199% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 160,052 | $7.28M | 0.1% | +2.4% | 2.106% | |
11/8/2023 | HighTower Advisors LLC | 296,055 | $13.47M | 0.0% | +3.7% | 3.895% | |