5/9/2024 | Orion Portfolio Solutions LLC | 47,223 | $2.34M | 0.0% | -34.1% | 0.220% | |
5/8/2024 | Avantax Advisory Services Inc. | 5,239 | $260K | 0.0% | -71.4% | 0.024% | |
5/7/2024 | Smithfield Trust Co | 3,400 | $169K | 0.0% | +72.2% | 0.016% | |
5/7/2024 | Oppenheimer & Co. Inc. | 6,395 | $317K | 0.0% | N/A | 0.030% | |
5/6/2024 | Advisory Services Network LLC | 73,953 | $3.67M | 0.1% | +190.5% | 0.344% | |
5/3/2024 | Southern Capital Advisors LLC | 70,838 | $3.51M | 2.1% | +41.8% | 0.329% | |
|
5/2/2024 | Lincoln National Corp | 53,213 | $2.64M | 0.0% | -8.8% | 0.248% | |
5/2/2024 | Comprehensive Wealth Management LLC | 12,535 | $621K | 0.5% | -4.5% | 0.058% | |
5/1/2024 | Janney Montgomery Scott LLC | 63,171 | $3.13M | 0.0% | +3.8% | 0.294% | |
4/29/2024 | Commonwealth Equity Services LLC | 255,745 | $12.68M | 0.0% | -4.4% | 1.192% | |
4/25/2024 | Eudaimonia Partners LLC | 35,386 | $1.75M | 0.4% | -4.0% | 0.165% | |
4/25/2024 | Eudaimonia Advisors LLC | 61,958 | $3.07M | 1.6% | +38.9% | 0.289% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 51,346 | $2.55M | 0.0% | -6.1% | 0.239% | |
4/24/2024 | Win Advisors Inc. | 59,756 | $2.96M | 1.3% | N/A | 0.279% | |
4/23/2024 | Charter Oak Capital Management LLC | 11,022 | $546K | 0.1% | -17.0% | 0.051% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 36,856 | $1.83M | 0.0% | -19.3% | 0.172% | |
4/19/2024 | Yoder Wealth Management Inc. | 53,687 | $2.66M | 1.7% | +1.8% | 0.250% | |
4/18/2024 | Exchange Capital Management Inc. | 38,268 | $1.90M | 0.3% | -1.0% | 0.178% | |
4/16/2024 | Independence Bank of Kentucky | 1,080 | $54K | 0.0% | -17.2% | 0.005% | |
4/16/2024 | Maltin Wealth Management Inc. | 53,060 | $2.63M | 1.5% | +4.2% | 0.247% | |
4/15/2024 | Sunbelt Securities Inc. | 2,349 | $116K | 0.0% | +25.6% | 0.011% | |
4/15/2024 | Atlas Capital Advisors LLC | 53,670 | $2.66M | 0.4% | +33.8% | 0.250% | |
4/12/2024 | Mechanics Bank Trust Department | 33,265 | $1.65M | 0.2% | -5.5% | 0.179% | |
4/10/2024 | American National Bank | 1,277 | $63K | 0.0% | +57.1% | 0.007% | |
4/9/2024 | Lynch & Associates IN | 22,927 | $1.14M | 0.3% | +8.2% | 0.123% | |
3/26/2024 | Napatree Capital LLC | 15,353 | $684K | 0.7% | N/A | 0.083% | |
2/14/2024 | Connectus Wealth LLC | 51,860 | $2.31M | 0.0% | -71.8% | 0.279% | |
2/14/2024 | Personal CFO Solutions LLC | 123,362 | $5.50M | 1.0% | +156.6% | 0.663% | |
2/13/2024 | Jones Financial Companies Lllp | 2,678 | $119K | 0.0% | N/A | 0.014% | |
2/12/2024 | Stifel Financial Corp | 194,955 | $8.68M | 0.0% | -3.8% | 1.048% | |
2/9/2024 | Advisory Services Network LLC | 25,460 | $1.13M | 0.0% | +115.7% | 0.137% | |
2/9/2024 | Orion Portfolio Solutions LLC | 71,632 | $3.20M | 0.0% | +106.4% | 0.385% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 54,668 | $2.44M | 0.0% | +1.0% | 0.294% | |
2/9/2024 | Wells Fargo & Company MN | 270,243 | $12.04M | 0.0% | +5.3% | 1.453% | |
2/8/2024 | Main Street Financial Solutions LLC | 22,721 | $1.01M | 0.1% | -1.9% | 0.122% | |
2/8/2024 | American National Bank | 813 | $36K | 0.0% | +408.1% | 0.004% | |
2/8/2024 | Exchange Capital Management Inc. | 38,657 | $1.72M | 0.3% | -1.2% | 0.208% | |
2/8/2024 | Eudaimonia Partners LLC | 36,869 | $1.64M | 0.4% | -15.0% | 0.198% | |
2/8/2024 | Janney Montgomery Scott LLC | 60,830 | $2.71M | 0.0% | -9.0% | 0.327% | |
2/8/2024 | Pacific Sun Financial Corp | 16,715 | $745K | 0.5% | -2.4% | 0.090% | |
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2/7/2024 | Avantax Advisory Services Inc. | 18,314 | $816K | 0.0% | +63.5% | 0.098% | |
2/7/2024 | AGF Management Ltd. | 200,924 | $8.95M | 0.1% | +42.1% | 1.080% | |
2/7/2024 | Smithfield Trust Co | 1,975 | $88K | 0.0% | N/A | 0.011% | |
2/7/2024 | Principal Securities Inc. | 661 | $29K | 0.0% | N/A | 0.004% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 3,273,094 | $145.80M | 0.0% | -2.9% | 17.597% | |
2/6/2024 | Apollon Wealth Management LLC | 5,890 | $262K | 0.0% | N/A | 0.032% | |
2/6/2024 | Lincoln National Corp | 58,349 | $2.60M | 0.0% | +14.7% | 0.314% | |
2/6/2024 | Axxcess Wealth Management LLC | 15,494 | $690K | 0.0% | -50.6% | 0.083% | |
2/5/2024 | Stonebridge Financial Planning Group LLC | 13,227 | $589K | 0.3% | +20.9% | 0.071% | |
2/5/2024 | Kestra Private Wealth Services LLC | 38,263 | $1.70M | 0.0% | -4.8% | 0.206% | |
2/5/2024 | Birchcreek Wealth Management LLC | 19,045 | $848K | 0.5% | -16.1% | 0.102% | |
2/5/2024 | Silver Oak Securities Incorporated | 5,185 | $231K | 0.0% | N/A | 0.028% | |
2/2/2024 | Yoder Wealth Management Inc. | 52,726 | $2.35M | 1.7% | +13.8% | 0.283% | |
2/2/2024 | Atria Wealth Solutions Inc. | 12,839 | $572K | 0.0% | -41.6% | 0.069% | |
2/1/2024 | Eudaimonia Advisors LLC | 44,591 | $1.99M | 1.3% | -13.2% | 0.240% | |
2/1/2024 | Gimbal Financial | 43,033 | $1.92M | 1.9% | N/A | 0.231% | |
2/1/2024 | Sigma Planning Corp | 12,528 | $558K | 0.0% | -62.9% | 0.067% | |
2/1/2024 | CWM LLC | 1,988 | $89K | 0.0% | -53.1% | 0.011% | |
1/30/2024 | SVB Wealth LLC | 9,957 | $444K | 0.0% | -21.5% | 0.054% | |
1/29/2024 | Crumly & Associates Inc. | 12,390 | $552K | 0.2% | -86.4% | 0.067% | |
1/26/2024 | Charter Oak Capital Management LLC | 13,284 | $592K | 0.1% | -1.6% | 0.071% | |
1/26/2024 | Soltis Investment Advisors LLC | 11,415 | $508K | 0.1% | -5.5% | 0.061% | |
1/26/2024 | Williams & Novak LLC | 6,538 | $291K | 0.3% | N/A | 0.035% | |
1/24/2024 | Stratos Wealth Partners LTD. | 7,405 | $330K | 0.0% | -8.1% | 0.040% | |
1/23/2024 | Independence Bank of Kentucky | 1,305 | $58K | 0.0% | -15.8% | 0.007% | |
1/23/2024 | Colonial River Wealth Management LLC | 16,432 | $732K | 0.4% | +71.8% | 0.088% | |
1/22/2024 | Southern Capital Advisors LLC | 49,971 | $2.23M | 1.6% | +31.6% | 0.269% | |
1/18/2024 | Maltin Wealth Management Inc. | 50,924 | $2.27M | 1.4% | -3.4% | 0.274% | |
1/17/2024 | New Millennium Group LLC | 798 | $36K | 0.0% | -99.1% | 0.004% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 45,690 | $2.04M | 0.0% | -8.6% | 0.246% | |
1/16/2024 | Raymond James & Associates | 7,096 | $316K | 0.0% | +34.6% | 0.038% | |
1/12/2024 | Comprehensive Wealth Management LLC | 13,131 | $585K | 0.5% | -8.0% | 0.071% | |
1/11/2024 | Mechanics Bank Trust Department | 35,192 | $1.57M | 0.2% | -2.7% | 0.189% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 6,538 | $287K | 0.0% | -7.5% | 0.035% | |
1/8/2024 | Lynch & Associates IN | 21,181 | $944K | 0.2% | +6.0% | 0.114% | |
12/11/2023 | Sunbelt Securities Inc. | 1,868 | $74K | 0.0% | +47.0% | 0.010% | |
11/15/2023 | Lido Advisors LLC | 1,544,241 | $61.32M | 0.5% | +10.1% | 8.302% | |
11/15/2023 | Axxcess Wealth Management LLC | 31,378 | $1.25M | 0.0% | -18.9% | 0.169% | |
11/13/2023 | EPG Wealth Management LLC | 34,532 | $1.37M | 0.4% | -1.4% | 0.186% | |
11/13/2023 | Personal CFO Solutions LLC | 48,069 | $1.91M | 0.4% | -6.1% | 0.258% | |
11/13/2023 | Vista Investment Management | 16,191 | $643K | 0.3% | +4.7% | 0.087% | |
11/13/2023 | Stifel Financial Corp | 202,551 | $8.04M | 0.0% | -1.4% | 1.089% | |
11/13/2023 | Envestnet Asset Management Inc. | 348,423 | $13.84M | 0.0% | +15.8% | 1.873% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,747 | $228K | 0.0% | N/A | 0.031% | |
11/13/2023 | Kestra Advisory Services LLC | 96,366 | $3.83M | 0.0% | +15.3% | 0.518% | |
11/9/2023 | Beaumont Capital Management LLC | 277,526 | $11.02M | 7.9% | -1.4% | 1.492% | |
11/8/2023 | Aptus Capital Advisors LLC | 201,300 | $7.99M | 0.2% | +10.0% | 1.082% | |
11/8/2023 | HighTower Advisors LLC | 227,123 | $9.01M | 0.0% | -0.9% | 1.221% | |
11/8/2023 | KCM Investment Advisors LLC | 8,214 | $326K | 0.0% | -4.8% | 0.044% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 3,372,120 | $133.91M | 0.0% | -1.3% | 18.130% | |
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11/8/2023 | Janney Montgomery Scott LLC | 66,856 | $2.66M | 0.0% | +19.1% | 0.359% | |
11/8/2023 | Soltis Investment Advisors LLC | 12,076 | $480K | 0.1% | +32.1% | 0.065% | |
11/8/2023 | Atria Wealth Solutions Inc. | 21,994 | $873K | 0.0% | -16.8% | 0.118% | |
11/8/2023 | Avantax Advisory Services Inc. | 11,204 | $445K | 0.0% | N/A | 0.060% | |
11/8/2023 | Stonebridge Financial Planning Group LLC | 10,941 | $434K | 0.3% | N/A | 0.059% | |
11/8/2023 | Kestra Private Wealth Services LLC | 40,174 | $1.60M | 0.0% | -7.7% | 0.216% | |
11/6/2023 | Sigma Planning Corp | 33,793 | $1.34M | 0.1% | +27.5% | 0.182% | |
11/6/2023 | Lincoln National Corp | 50,858 | $2.02M | 0.0% | -4.4% | 0.273% | |
11/3/2023 | Colonial River Wealth Management LLC | 9,567 | $380K | 0.2% | -7.0% | 0.051% | |
11/3/2023 | Main Street Financial Solutions LLC | 23,171 | $920K | 0.1% | -10.3% | 0.125% | |