5/17/2024 | Comerica Bank | 10,190 | $317K | 0.0% | +155.6% | 0.145% | |
5/10/2024 | First Foundation Advisors | 57,385 | $1.79M | 0.1% | +0.9% | 0.814% | |
5/2/2024 | RiverFront Investment Group LLC | 1,125,173 | $35.01M | 1.0% | +12.0% | 15.960% | |
5/1/2024 | Janney Montgomery Scott LLC | 224,977 | $7.00M | 0.0% | +1.5% | 3.191% | |
5/1/2024 | Source Financial Advisors LLC | 16,225 | $505K | 0.2% | -44.4% | 0.230% | |
4/26/2024 | JNBA Financial Advisors | 79,165 | $2.46M | 0.3% | -13.3% | 1.123% | |
|
4/22/2024 | Raymond James & Associates | 784,533 | $24.41M | 0.0% | +2.8% | 11.128% | |
4/17/2024 | Kathleen S. Wright Associates Inc. | 43,419 | $1.35M | 0.6% | -4.0% | 0.616% | |
4/10/2024 | Marcum Wealth LLC | 14,535 | $452K | 0.0% | +13.0% | 0.191% | |
2/12/2024 | Boston Family Office LLC | 10,485 | $327K | 0.0% | -23.6% | 0.138% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 32,099 | $1M | 0.0% | -56.7% | 0.422% | |
2/8/2024 | Financial Advocates Investment Management | 6,864 | $214K | 0.0% | N/A | 0.090% | |
2/8/2024 | FCA Corp TX | 33,866 | $1.06M | 0.4% | N/A | 0.446% | |
2/8/2024 | Janney Montgomery Scott LLC | 221,679 | $6.90M | 0.0% | +1.3% | 2.917% | |
2/8/2024 | JNBA Financial Advisors | 91,334 | $2.84M | 0.3% | -6.7% | 1.202% | |
2/5/2024 | RiverFront Investment Group LLC | 1,004,666 | $31.29M | 1.0% | +2.5% | 13.219% | |
2/2/2024 | Truist Financial Corp | 65,132 | $2.03M | 0.0% | -15.6% | 0.857% | |
2/1/2024 | Kathleen S. Wright Associates Inc. | 45,222 | $1.41M | 0.7% | +5.6% | 0.595% | |
1/18/2024 | Planned Solutions Inc. | 38,124 | $1.19M | 0.6% | N/A | 0.502% | |
1/16/2024 | Raymond James & Associates | 762,894 | $23.76M | 0.0% | -4.9% | 10.038% | |
1/16/2024 | Lionsbridge Wealth Management LLC | 24,844 | $774K | 0.6% | +1.9% | 0.327% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 18,925 | $575K | 0.1% | +22.0% | 0.249% | |
1/11/2024 | BCS Wealth Management | 17,047 | $531K | 0.2% | +5.9% | 0.224% | |
1/11/2024 | Source Financial Advisors LLC | 29,186 | $909K | 0.3% | -2.2% | 0.384% | |
1/10/2024 | Marcum Wealth LLC | 12,861 | $400K | 0.0% | -19.3% | 0.169% | |
1/2/2024 | Anchor Investment Management LLC | 8,630 | $269K | 0.0% | N/A | 0.114% | |
11/16/2023 | First Foundation Advisors | 48,993 | $1.46M | 0.1% | +180.6% | 0.645% | |
11/13/2023 | LPL Financial LLC | 272,537 | $8.13M | 0.0% | +15.7% | 3.586% | |
11/13/2023 | Envestnet Asset Management Inc. | 1,742,342 | $51.98M | 0.0% | +166.1% | 22.926% | |
11/8/2023 | Sequoia Financial Advisors LLC | 8,656 | $258K | 0.0% | -26.4% | 0.114% | |
11/8/2023 | Janney Montgomery Scott LLC | 218,757 | $6.53M | 0.0% | -3.2% | 2.878% | |
11/7/2023 | RiverFront Investment Group LLC | 980,383 | $29.25M | 1.0% | +3.4% | 12.900% | |
11/7/2023 | Atlas Wealth LLC | 8,497 | $254K | 0.0% | -6.9% | 0.112% | |
11/6/2023 | Sterling Investment Advisors Ltd. | 7,350 | $219K | 0.1% | N/A | 0.097% | |
11/6/2023 | Leelyn Smith LLC | 7,696 | $230K | 0.1% | +9.8% | 0.101% | |
11/2/2023 | JNBA Financial Advisors | 97,908 | $2.92M | 0.4% | -4.7% | 1.288% | |
10/26/2023 | Source Financial Advisors LLC | 29,829 | $890K | 0.3% | +2.2% | 0.392% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,232 | $335K | 0.0% | -62.4% | 0.148% | |
10/24/2023 | Raymond James & Associates | 802,038 | $23.93M | 0.0% | +1.2% | 10.553% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 14,059 | $419K | 0.0% | +19.3% | 0.185% | |
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10/23/2023 | Kathleen S. Wright Associates Inc. | 42,811 | $1.28M | 0.7% | -4.7% | 0.563% | |
10/18/2023 | Koshinski Asset Management Inc. | 21,952 | $655K | 0.1% | -5.3% | 0.289% | |
10/12/2023 | IFP Advisors Inc | 1,570 | $47K | 0.0% | +234.0% | 0.021% | |
10/12/2023 | BCS Wealth Management | 16,098 | $480K | 0.2% | +11.2% | 0.212% | |
10/10/2023 | Marcum Wealth LLC | 15,942 | $476K | 0.1% | -6.3% | 0.210% | |
8/14/2023 | Gallagher Fiduciary Advisors LLC | 10,338 | $328K | 0.0% | +5.1% | 0.136% | |
8/14/2023 | First Foundation Advisors | 17,461 | $554K | 0.0% | N/A | 0.230% | |
8/10/2023 | Osaic Holdings Inc. | 196,511 | $6.24M | 0.0% | -0.7% | 2.586% | |
8/10/2023 | GeoWealth Management LLC | 29,192 | $926K | 0.1% | -1.5% | 0.384% | |
8/10/2023 | Treynor Bancshares Inc. | 77,968 | $2.25M | 1.5% | +2.1% | 1.026% | |
8/4/2023 | Envestnet Asset Management Inc. | 654,730 | $20.78M | 0.0% | +0.3% | 8.615% | |
8/3/2023 | JNBA Financial Advisors | 102,730 | $3.26M | 0.4% | +23.9% | 1.352% | |
8/1/2023 | RiverFront Investment Group LLC | 948,294 | $30.09M | 1.0% | +12.8% | 12.478% | |
8/1/2023 | Truist Financial Corp | 72,996 | $2.32M | 0.0% | +0.8% | 0.960% | |
7/31/2023 | LPL Financial LLC | 235,528 | $7.47M | 0.0% | +11.9% | 3.099% | |
7/31/2023 | Lionsbridge Wealth Management LLC | 24,226 | $769K | 0.7% | -1.9% | 0.319% | |
7/28/2023 | Koshinski Asset Management Inc. | 23,177 | $735K | 0.1% | -2.3% | 0.329% | |
7/26/2023 | Janney Montgomery Scott LLC | 225,985 | $7.17M | 0.0% | -2.0% | 3.205% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 29,903 | $949K | 0.0% | N/A | 0.424% | |
7/25/2023 | Raymond James & Associates | 792,184 | $25.14M | 0.0% | +0.6% | 11.237% | |
7/24/2023 | Source Financial Advisors LLC | 29,192 | $926K | 0.3% | -1.5% | 0.414% | |
7/20/2023 | Kathleen S. Wright Associates Inc. | 44,919 | $1.43M | 0.9% | -11.7% | 0.637% | |
7/19/2023 | BCS Wealth Management | 14,476 | $459K | 0.3% | +11.7% | 0.205% | |
7/13/2023 | Marcum Wealth LLC | 17,013 | $540K | 0.1% | -2.4% | 0.241% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 11,788 | $374K | 0.0% | N/A | 0.167% | |
7/11/2023 | Planned Solutions Inc. | 37,264 | $1.18M | 0.7% | +7.7% | 0.529% | |
7/5/2023 | Cedar Brook Financial Partners LLC | 15,510 | $492K | 0.1% | -3.6% | 0.220% | |
5/12/2023 | GeoWealth Management LLC | 29,624 | $947K | 0.1% | N/A | 0.439% | |
5/11/2023 | Envestnet Asset Management Inc. | 652,974 | $20.88M | 0.0% | N/A | 9.674% | |
5/10/2023 | LPL Financial LLC | 210,395 | $6.73M | 0.0% | +612.2% | 3.117% | |
5/9/2023 | Vestmark Advisory Solutions Inc. | 11,400 | $364K | 0.0% | N/A | 0.169% | |
5/9/2023 | Lionsbridge Wealth Management LLC | 24,686 | $789K | 0.7% | N/A | 0.366% | |
5/5/2023 | Truist Financial Corp | 72,401 | $2.32M | 0.0% | N/A | 1.073% | |
5/2/2023 | JNBA Financial Advisors | 82,943 | $2.65M | 0.3% | +4.9% | 1.229% | |
4/28/2023 | Janney Montgomery Scott LLC | 230,500 | $7.37M | 0.0% | N/A | 3.415% | |
4/25/2023 | Sequoia Financial Advisors LLC | 11,758 | $376K | 0.0% | N/A | 0.174% | |
4/24/2023 | Southern Farm Bureau Life Insurance | 314,273 | $10.02M | 1.7% | N/A | 4.656% | |
4/20/2023 | Source Financial Advisors LLC | 29,624 | $947K | 0.3% | N/A | 0.439% | |
4/19/2023 | Marcum Wealth LLC | 17,424 | $557K | 0.1% | N/A | 0.258% | |
4/14/2023 | Raymond James & Associates | 787,215 | $25.17M | 0.0% | N/A | 11.662% | |
4/12/2023 | Planned Solutions Inc. | 34,613 | $1.11M | 0.7% | +332.3% | 0.513% | |
4/12/2023 | Koshinski Asset Management Inc. | 23,718 | $758K | 0.1% | N/A | 0.351% | |
4/10/2023 | BCS Wealth Management | 12,954 | $414K | 0.2% | -9.1% | 0.664% | |
3/6/2023 | OLD Mission Capital LLC | 2,687 | $78K | 0.0% | N/A | 0.000% | |
2/8/2023 | Belpointe Asset Management LLC | 30,962 | $896K | 0.1% | -6.6% | 0.000% | |
2/8/2023 | Capital Analysts LLC | 3,513 | $102K | 0.0% | +14.8% | 0.000% | |
2/7/2023 | Boston Family Office LLC | 12,698 | $367K | 0.0% | -16.0% | 0.000% | |
2/7/2023 | LPL Financial LLC | 29,540 | $855K | 0.0% | -95.0% | 0.000% | |
2/7/2023 | JNBA Financial Advisors | 79,071 | $2.29M | 0.3% | -10.2% | 0.000% | |
2/2/2023 | Kathleen S. Wright Associates Inc. | 50,852 | $1.47M | 1.0% | -32.2% | 0.000% | |
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2/1/2023 | Mengis Capital Management Inc. | 10,379 | $300K | 0.1% | N/A | 0.000% | |
2/1/2023 | Cedar Brook Financial Partners LLC | 16,241 | $470K | 0.1% | -4.1% | 0.000% | |
1/25/2023 | Planned Solutions Inc. | 8,007 | $232K | 0.2% | N/A | 0.000% | |
1/25/2023 | Bard Financial Services Inc. | 7,550 | $218K | 0.0% | N/A | 0.000% | |
1/11/2023 | EWG Elevate Inc. | 975 | $28K | 0.0% | N/A | 0.000% | |
1/10/2023 | BCS Wealth Management | 14,255 | $412K | 0.2% | +4.6% | 0.000% | |