5/8/2024 | Bleakley Financial Group LLC | 4,193 | $1.33M | 0.0% | +131.3% | 0.024% | |
5/8/2024 | Avantax Advisory Services Inc. | 21,565 | $6.85M | 0.1% | +20.1% | 0.121% | |
5/8/2024 | US Bancorp DE | 2,661 | $846K | 0.0% | -11.2% | 0.015% | |
5/8/2024 | QRG Capital Management Inc. | 1,429 | $454K | 0.0% | -2.7% | 0.008% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 1,586 | $504K | 0.0% | +8.5% | 0.009% | |
5/7/2024 | Verus Capital Partners LLC | 863 | $274K | 0.0% | +9.8% | 0.005% | |
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5/7/2024 | WNY Asset Management LLC | 5,617 | $1.79M | 0.3% | +2.6% | 0.032% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 4,703 | $1.49M | 0.3% | +9.4% | 0.026% | |
5/7/2024 | Concurrent Investment Advisors LLC | 10,635 | $3.38M | 0.1% | -8.1% | 0.060% | |
5/7/2024 | Montag A & Associates Inc. | 3,290 | $1.05M | 0.1% | +51.7% | 0.019% | |
5/7/2024 | KCM Investment Advisors LLC | 83,681 | $26.59M | 1.0% | +2.6% | 0.471% | |
5/7/2024 | Adaptive Financial Consulting LLC | 36,034 | $11.45M | 5.1% | +1.0% | 0.203% | |
5/7/2024 | Oppenheimer & Co. Inc. | 5,411 | $1.72M | 0.0% | -8.3% | 0.030% | |
5/7/2024 | PFG Advisors | 11,240 | $3.57M | 0.3% | -16.4% | 0.063% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 22,188 | $7.05M | 0.0% | +113.6% | 0.125% | |
5/6/2024 | Gallacher Capital Management LLC | 1,476 | $469K | 0.2% | -14.5% | 0.008% | |
5/6/2024 | Advisory Alpha LLC | 1,565 | $497K | 0.0% | N/A | 0.009% | |
5/4/2024 | Geneos Wealth Management Inc. | 672 | $214K | 0.0% | -4.7% | 0.004% | |
5/4/2024 | Buck Wealth Strategies LLC | 882 | $280K | 0.1% | N/A | 0.005% | |
5/4/2024 | Csenge Advisory Group | 1,448 | $460K | 0.0% | -17.8% | 0.008% | |
5/3/2024 | MontVue Capital Management Inc. | 3,456 | $1.10M | 1.0% | +29.4% | 0.019% | |
5/3/2024 | Callan Capital LLC | 16,159 | $5.13M | 0.5% | -2.6% | 0.091% | |
5/3/2024 | Rehmann Capital Advisory Group | 693 | $220K | 0.0% | N/A | 0.004% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 634 | $201K | 0.0% | N/A | 0.004% | |
5/3/2024 | GSA Capital Partners LLP | 6,623 | $2.10M | 0.2% | +39.5% | 0.037% | |
5/2/2024 | Salomon & Ludwin LLC | 22,699 | $7.21M | 0.6% | -1.4% | 0.128% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 890 | $283K | 0.0% | -28.7% | 0.005% | |
5/2/2024 | ESG Planning DBA Harper Investing | 4,511 | $1.43M | 1.7% | +299.6% | 0.025% | |
5/2/2024 | Darrow Company Inc. | 1,742 | $553K | 0.4% | N/A | 0.010% | |
5/1/2024 | Janney Montgomery Scott LLC | 60,715 | $19.29M | 0.1% | -6.0% | 0.342% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 5,205 | $1.65M | 0.1% | +4.1% | 0.029% | |
4/30/2024 | Private Advisor Group LLC | 16,858 | $5.36M | 0.0% | +3.7% | 0.095% | |
4/30/2024 | Consolidated Portfolio Review Corp | 4,242 | $1.35M | 0.4% | -2.7% | 0.024% | |
4/30/2024 | J.W. Cole Advisors Inc. | 6,948 | $2.21M | 0.1% | +19.0% | 0.039% | |
4/30/2024 | Woodward Diversified Capital LLC | 2,317 | $736K | 0.5% | -6.5% | 0.013% | |
4/30/2024 | Arkadios Wealth Advisors | 1,016 | $323K | 0.0% | -3.2% | 0.006% | |
4/30/2024 | M3 Advisory Group LLC | 722 | $230K | 0.2% | +5.9% | 0.004% | |
4/29/2024 | Commonwealth Equity Services LLC | 70,883 | $22.52M | 0.0% | +3.7% | 0.399% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 2,530 | $804K | 0.2% | +4.3% | 0.014% | |
4/26/2024 | BLB&B Advisors LLC | 1,657 | $526K | 0.0% | -21.9% | 0.009% | |
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4/26/2024 | Bellevue Asset Management LLC | 3,655 | $1.16M | 0.7% | -2.7% | 0.021% | |
4/26/2024 | YHB Investment Advisors Inc. | 200 | $64K | 0.0% | N/A | 0.001% | |
4/26/2024 | Checchi Capital Advisers LLC | 965 | $307K | 0.0% | -26.3% | 0.005% | |
4/25/2024 | Lindbrook Capital LLC | 15,215 | $4.83M | 0.5% | -0.6% | 0.086% | |
4/25/2024 | Olistico Wealth LLC | 4,620 | $1.47M | 1.1% | -5.3% | 0.026% | |
4/25/2024 | Summit Financial LLC | 671 | $213K | 0.0% | N/A | 0.004% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 39,663 | $12.60M | 0.0% | +21.4% | 0.223% | |
4/24/2024 | Leavell Investment Management Inc. | 5,597 | $1.78M | 0.1% | -7.4% | 0.031% | |
4/24/2024 | Trinity Legacy Partners LLC | 10,090 | $3.21M | 0.9% | +28.2% | 0.057% | |
4/24/2024 | Simplicity Wealth LLC | 4,193 | $1.33M | 0.0% | N/A | 0.024% | |
4/24/2024 | Spire Wealth Management | 75,981 | $24.14M | 1.0% | -1.5% | 0.428% | |
4/24/2024 | Financial Freedom LLC | 20,424 | $6.49M | 3.8% | +1.0% | 0.115% | |
4/24/2024 | Essex Financial Services Inc. | 1,241 | $394K | 0.0% | N/A | 0.007% | |
4/23/2024 | Global Retirement Partners LLC | 1,151 | $366K | 0.0% | +11.5% | 0.006% | |
4/23/2024 | Fifth Third Bancorp | 4,098 | $1.30M | 0.0% | -40.2% | 0.023% | |
4/23/2024 | Revisor Wealth Management LLC | 684 | $213K | 0.1% | N/A | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 52,983 | $16.83M | 0.0% | +16.6% | 0.298% | |
4/22/2024 | PFG Investments LLC | 4,445 | $1.41M | 0.1% | N/A | 0.025% | |
4/22/2024 | Raymond James & Associates | 60,284 | $19.15M | 0.0% | -0.4% | 0.339% | |
4/22/2024 | Strategic Advisors LLC | 6,990 | $2.22M | 0.4% | -2.0% | 0.039% | |
4/19/2024 | Horizon Bancorp Inc. IN | 727 | $231K | 0.1% | -4.7% | 0.004% | |
4/19/2024 | Advisor Resource Council | 2,987 | $910K | 0.4% | -52.6% | 0.017% | |
4/19/2024 | Westside Investment Management Inc. | 21,306 | $6.76M | 1.6% | +1.9% | 0.120% | |
4/19/2024 | Trust Co. of Oklahoma | 32,972 | $10.48M | 3.7% | -1.1% | 0.186% | |
4/19/2024 | Yoder Wealth Management Inc. | 1,874 | $595K | 0.4% | -16.6% | 0.011% | |
4/18/2024 | Nvest Financial LLC | 12,478 | $3.97M | 2.6% | +24.1% | 0.070% | |
4/18/2024 | Dixon Mitchell Investment Counsel Inc. | 85 | $27K | 0.0% | N/A | 0.000% | |
4/18/2024 | Exchange Capital Management Inc. | 23,962 | $7.61M | 1.2% | +0.6% | 0.135% | |
4/18/2024 | Fifth Third Securities Inc. | 5,438 | $1.73M | 0.2% | -17.1% | 0.031% | |
4/18/2024 | Clarity Wealth Advisors LLC | 19,087 | $6.07M | 2.1% | -5.1% | 0.107% | |
4/18/2024 | AMI Investment Management Inc. | 7,477 | $2.38M | 0.9% | -2.2% | 0.042% | |
4/17/2024 | Grimes & Company Inc. | 48,878 | $15.53M | 0.5% | -4.3% | 0.275% | |
4/16/2024 | Calton & Associates Inc. | 709 | $225K | 0.1% | -15.6% | 0.004% | |
4/16/2024 | Capital Asset Advisory Services LLC | 13,314 | $4.12M | 0.2% | +4.0% | 0.075% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 21,005 | $6.67M | 0.0% | +7.7% | 0.118% | |
4/15/2024 | Agate Pass Investment Management LLC | 1,201 | $382K | 0.2% | +51.8% | 0.007% | |
4/15/2024 | Brookstone Capital Management | 3,862 | $1.23M | 0.0% | -5.1% | 0.022% | |
4/15/2024 | Hobart Private Capital LLC | 32,408 | $10.30M | 3.1% | -1.1% | 0.182% | |
4/15/2024 | Atlas Capital Advisors LLC | 11,351 | $3.61M | 0.6% | -12.8% | 0.064% | |
4/15/2024 | Kwmg LLC | 13,278 | $4.22M | 0.5% | -0.3% | 0.075% | |
4/13/2024 | First Financial Corp IN | 7,170 | $2.28M | 1.2% | -1.1% | 0.042% | |
4/12/2024 | Ignite Planners LLC | 14,272 | $4.51M | 1.3% | -1.8% | 0.085% | |
4/12/2024 | Southland Equity Partners LLC | 863 | $274K | 0.1% | N/A | 0.005% | |
4/12/2024 | First PREMIER Bank | 753 | $239K | 0.1% | +13.7% | 0.004% | |
4/11/2024 | Royal Fund Management LLC | 4,718 | $1.51M | 0.1% | +11.6% | 0.028% | |
4/11/2024 | Beacon Capital Management Inc. | 517,407 | $163.36M | 6.8% | +235.8% | 3.065% | |
4/11/2024 | City State Bank | 207 | $66K | 0.0% | -17.9% | 0.001% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 506 | $161K | 0.1% | +8.6% | 0.003% | |
4/11/2024 | Executive Wealth Group LLC | 29,330 | $9.05M | 1.9% | +200.1% | 0.174% | |
4/10/2024 | Triangle Securities Wealth Management | 13,985 | $4.44M | 1.3% | -0.7% | 0.083% | |
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4/10/2024 | LexAurum Advisors LLC | 1,666 | $529K | 0.1% | -8.0% | 0.010% | |
4/10/2024 | Park Avenue Securities LLC | 954 | $303K | 0.0% | -24.8% | 0.006% | |
4/10/2024 | Praetorian Wealth Management Inc. | 20,013 | $6.36M | 1.7% | +5.2% | 0.119% | |
4/10/2024 | Polianta Ltd | 21,400 | $6.80M | 3.3% | N/A | 0.127% | |
4/9/2024 | Collective Family Office LLC | 670 | $213K | 0.1% | -47.2% | 0.004% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 27,424 | $8.71M | 0.3% | +2.2% | 0.162% | |
4/3/2024 | Dentgroup LLC | 3,157 | $1.00M | 0.8% | -5.6% | 0.019% | |
4/1/2024 | Park National Corp OH | 18,471 | $5.87M | 0.2% | -5.1% | 0.109% | |
3/22/2024 | PNC Financial Services Group Inc. | 73,239 | $22.31M | 0.0% | -4.5% | 0.434% | |
3/19/2024 | M3 Advisory Group LLC | 682 | $208K | 0.2% | N/A | 0.004% | |