5/9/2024 | Blair William & Co. IL | 9,021 | $1.84M | 0.0% | -7.1% | 0.061% | |
5/8/2024 | Private Wealth Advisors LLC | 8,751 | $1.79M | 0.7% | -3.5% | 0.059% | |
5/8/2024 | Bleakley Financial Group LLC | 7,880 | $1.61M | 0.0% | +90.1% | 0.053% | |
5/8/2024 | Avantax Advisory Services Inc. | 25,394 | $5.19M | 0.0% | +41.3% | 0.171% | |
5/8/2024 | US Bancorp DE | 1,720 | $352K | 0.0% | -4.5% | 0.012% | |
5/7/2024 | Choate Investment Advisors | 5,807 | $1.19M | 0.0% | N/A | 0.039% | |
|
5/7/2024 | WNY Asset Management LLC | 2,177 | $445K | 0.1% | -13.6% | 0.015% | |
5/7/2024 | Concurrent Investment Advisors LLC | 5,691 | $1.16M | 0.0% | -17.5% | 0.038% | |
5/7/2024 | KCM Investment Advisors LLC | 40,680 | $8.32M | 0.3% | +0.5% | 0.275% | |
5/7/2024 | Houlihan Financial Resource Group Ltd. | 987 | $202K | 0.1% | N/A | 0.007% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 37,543 | $7.68M | 0.0% | +125.1% | 0.253% | |
5/6/2024 | Mittelman Wealth Management | 6,705 | $1.37M | 0.9% | N/A | 0.045% | |
5/4/2024 | McClarren Financial Advisors Inc. | 205 | $420K | 0.1% | -46.2% | 0.001% | |
5/3/2024 | MontVue Capital Management Inc. | 1,260 | $258K | 0.2% | +13.9% | 0.009% | |
5/3/2024 | Callan Capital LLC | 6,633 | $1.36M | 0.1% | -3.9% | 0.045% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 2,491 | $509K | 0.0% | -13.0% | 0.017% | |
5/2/2024 | ESG Planning DBA Harper Investing | 986 | $202K | 0.2% | N/A | 0.007% | |
5/1/2024 | Janney Montgomery Scott LLC | 7,372 | $1.51M | 0.0% | -12.6% | 0.050% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 6,953 | $1.42M | 0.1% | +5.0% | 0.047% | |
4/30/2024 | Private Advisor Group LLC | 10,515 | $2.15M | 0.0% | +19.7% | 0.071% | |
4/30/2024 | J.W. Cole Advisors Inc. | 28,981 | $5.93M | 0.3% | -15.0% | 0.196% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 8,404 | $1.72M | 0.4% | +17.2% | 0.057% | |
4/30/2024 | Beam Wealth Advisors Inc. | 1,222 | $250K | 0.2% | N/A | 0.008% | |
4/30/2024 | Woodward Diversified Capital LLC | 5,173 | $1.06M | 0.7% | -10.8% | 0.035% | |
4/30/2024 | Delta Financial Group Inc. | 1,128 | $231K | 0.1% | N/A | 0.008% | |
4/30/2024 | M Financial Asset Management Inc. | 5,643 | $1.15M | 3.4% | -17.1% | 0.038% | |
4/29/2024 | Commonwealth Equity Services LLC | 31,366 | $6.41M | 0.0% | -3.5% | 0.212% | |
4/26/2024 | Narwhal Capital Management | 30,560 | $6.25M | 0.6% | +4.8% | 0.206% | |
4/26/2024 | LifeSteps Financial Inc. | 753 | $154K | 0.1% | N/A | 0.005% | |
4/26/2024 | Sage Rhino Capital LLC | 11,068 | $2.26M | 0.5% | +1.2% | 0.075% | |
4/26/2024 | Checchi Capital Advisers LLC | 1,545 | $316K | 0.0% | -11.0% | 0.010% | |
4/25/2024 | Lodestar Private Asset Management LLC | 1,293 | $264K | 0.0% | -3.9% | 0.009% | |
4/25/2024 | Capital Investment Advisory Services LLC | 486 | $99K | 0.0% | -21.6% | 0.003% | |
4/25/2024 | Eudaimonia Advisors LLC | 6,834 | $1.40M | 0.7% | +39.8% | 0.046% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 16,647 | $3.40M | 0.0% | +45.2% | 0.112% | |
4/24/2024 | Leavell Investment Management Inc. | 2,897 | $592K | 0.0% | -15.2% | 0.020% | |
4/24/2024 | Trinity Legacy Partners LLC | 6,671 | $1.36M | 0.4% | +12.4% | 0.045% | |
4/24/2024 | Simplicity Wealth LLC | 7,880 | $1.61M | 0.0% | N/A | 0.053% | |
4/23/2024 | Fifth Third Bancorp | 3,128 | $639K | 0.0% | -11.8% | 0.021% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 37,186 | $7.60M | 0.0% | +6.0% | 0.251% | |
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4/22/2024 | Parsons Capital Management Inc. RI | 15,408 | $3.15M | 0.2% | -2.7% | 0.104% | |
4/22/2024 | Raymond James & Associates | 23,669 | $4.84M | 0.0% | -11.8% | 0.160% | |
4/19/2024 | Advisor Resource Council | 1,810 | $344K | 0.1% | N/A | 0.012% | |
4/19/2024 | Westside Investment Management Inc. | 441 | $90K | 0.0% | -18.3% | 0.003% | |
4/18/2024 | Woodmont Investment Counsel LLC | 250 | $51K | 0.0% | N/A | 0.002% | |
4/18/2024 | Exchange Capital Management Inc. | 24,704 | $5.05M | 0.8% | +1.9% | 0.167% | |
4/18/2024 | O ROURKE & COMPANY Inc | 1,696 | $347K | 0.2% | +17.4% | 0.011% | |
4/16/2024 | 180 Wealth Advisors LLC | 4,123 | $843K | 0.2% | +3.8% | 0.028% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 7,269 | $1.49M | 0.0% | +0.9% | 0.049% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 15,637 | $3.20M | 0.1% | +1.5% | 0.106% | |
4/15/2024 | Atlas Capital Advisors LLC | 7,141 | $1.46M | 0.2% | +2.4% | 0.048% | |
4/13/2024 | First Financial Corp IN | 3,052 | $624K | 0.3% | -5.8% | 0.020% | |
4/13/2024 | Retirement Planning Group LLC | 2,246 | $459K | 0.0% | +3.7% | 0.014% | |
4/11/2024 | Beacon Capital Management Inc. | 844,957 | $172.19M | 7.2% | +221.5% | 5.403% | |
4/11/2024 | City State Bank | 4,109 | $840K | 0.4% | -5.0% | 0.026% | |
4/11/2024 | Executive Wealth Group LLC | 3,577 | $691K | 0.1% | +200.3% | 0.023% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 9,520 | $1.95M | 0.1% | +2.7% | 0.061% | |
4/1/2024 | Park National Corp OH | 9,403 | $1.92M | 0.1% | -0.9% | 0.060% | |
3/22/2024 | PNC Financial Services Group Inc. | 53,030 | $10.07M | 0.0% | -9.8% | 0.339% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 1,353 | $257K | 0.0% | -87.1% | 0.009% | |
2/26/2024 | Syon Capital LLC | 7,669 | $1.46M | 0.1% | -1.7% | 0.049% | |
2/26/2024 | Centaurus Financial Inc. | 6,981 | $1.33M | 0.1% | -2.0% | 0.045% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 3,362 | $639K | 0.4% | N/A | 0.021% | |
2/15/2024 | Financial Planning & Information Services Inc. | 6,879 | $1.31M | 0.2% | -17.1% | 0.044% | |
2/15/2024 | Comerica Bank | 9,092 | $1.73M | 0.0% | -24.7% | 0.058% | |
2/14/2024 | Vista Investment Management | 7,120 | $1.35M | 0.6% | +3.9% | 0.046% | |
2/14/2024 | Woodward Diversified Capital LLC | 5,801 | $1.10M | 0.7% | -12.4% | 0.037% | |
2/13/2024 | The Manufacturers Life Insurance Company | 278,430 | $52.89M | 0.0% | +2.0% | 1.780% | |
2/13/2024 | Jones Financial Companies Lllp | 1,337 | $254K | 0.0% | N/A | 0.009% | |
2/12/2024 | Miller Investment Management LP | 9,448 | $1.80M | 0.3% | N/A | 0.060% | |
2/12/2024 | Global Endowment Management LP | 15,300 | $2.91M | 0.3% | -20.7% | 0.098% | |
2/12/2024 | Evoke Wealth LLC | 1,573 | $299K | 0.0% | -31.8% | 0.010% | |
2/12/2024 | Laidlaw Wealth Management LLC | 1,837 | $349K | 0.1% | -18.0% | 0.012% | |
2/12/2024 | Fiduciary Trust Co | 5,835 | $1.11M | 0.0% | -4.0% | 0.037% | |
2/12/2024 | Focus Financial Network Inc. ADV | 3,074 | $584K | 0.0% | N/A | 0.020% | |
2/12/2024 | Stifel Financial Corp | 86,309 | $16.40M | 0.0% | -0.6% | 0.552% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 5,917 | $1.12M | 0.0% | +5.0% | 0.038% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 8,640 | $1.64M | 0.6% | +19.7% | 0.055% | |
2/12/2024 | Madden Advisory Services Inc. | 1,410 | $268K | 0.2% | N/A | 0.009% | |
2/12/2024 | Parallel Advisors LLC | 2,759 | $524K | 0.0% | -9.7% | 0.018% | |
2/12/2024 | Cape Investment Advisory Inc. | 189 | $36K | 0.0% | -79.9% | 0.001% | |
2/9/2024 | Congress Wealth Management LLC DE | 3,371 | $640K | 0.0% | -7.0% | 0.022% | |
2/9/2024 | Advisory Services Network LLC | 990 | $188K | 0.0% | N/A | 0.006% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 11,466 | $2.18M | 0.0% | -36.7% | 0.073% | |
2/9/2024 | Annis Gardner Whiting Capital Advisors LLC | 560 | $106K | 0.0% | N/A | 0.004% | |
2/9/2024 | EverSource Wealth Advisors LLC | 599 | $114K | 0.0% | -39.0% | 0.004% | |
2/9/2024 | Certified Advisory Corp | 19,389 | $3.68M | 0.6% | -16.0% | 0.124% | |
2/9/2024 | Assetmark Inc. | 351 | $67K | 0.0% | N/A | 0.002% | |
2/9/2024 | Corient Private Wealth LLC | 92,209 | $17.51M | 0.0% | +0.1% | 0.590% | |
2/9/2024 | D.A. Davidson & CO. | 7,944 | $1.51M | 0.0% | -3.2% | 0.051% | |
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2/9/2024 | Wells Fargo & Company MN | 209,555 | $39.80M | 0.0% | -23.9% | 1.340% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 2,525 | $480K | 0.0% | +8.0% | 0.016% | |
2/9/2024 | UBS Group AG | 126,665 | $24.06M | 0.0% | +4.3% | 0.810% | |
2/9/2024 | PNC Financial Services Group Inc. | 53,030 | $10.07M | 0.0% | -9.8% | 0.339% | |
2/8/2024 | Main Street Financial Solutions LLC | 10,640 | $2.02M | 0.3% | -0.7% | 0.068% | |
2/8/2024 | Brown Advisory Inc. | 5,023 | $954K | 0.0% | -7.7% | 0.032% | |
2/8/2024 | Atlantic Edge Private Wealth Management LLC | 155 | $29K | 0.0% | N/A | 0.001% | |
2/8/2024 | Exchange Capital Management Inc. | 24,232 | $4.60M | 0.8% | +4.8% | 0.155% | |
2/8/2024 | M Financial Asset Management Inc. | 6,805 | $1.29M | 4.1% | -14.6% | 0.044% | |
2/8/2024 | Foundations Investment Advisors LLC | 14,811 | $2.74M | 0.1% | +13.8% | 0.095% | |