5/3/2024 | Avidian Wealth Solutions LLC | 38,289 | $2.21M | 0.1% | -12.5% | 0.106% | |
5/2/2024 | Lincoln National Corp | 69,775 | $4.03M | 0.1% | +1.6% | 0.193% | |
5/2/2024 | Family Firm Inc. | 72,045 | $4.16M | 1.0% | +7.0% | 0.199% | |
5/1/2024 | Connecticut Wealth Management LLC | 385,706 | $22.26M | 1.2% | +12.5% | 1.065% | |
5/1/2024 | 1834 Investment Advisors Co. | 11,285 | $651K | 0.1% | -32.5% | 0.031% | |
5/1/2024 | Janney Montgomery Scott LLC | 22,042 | $1.27M | 0.0% | -39.2% | 0.061% | |
|
5/1/2024 | Wambolt & Associates LLC | 13,054 | $740K | 0.2% | -14.7% | 0.036% | |
4/30/2024 | Private Advisor Group LLC | 73,707 | $4.25M | 0.0% | +519.9% | 0.204% | |
4/30/2024 | J.W. Cole Advisors Inc. | 13,592 | $784K | 0.0% | +2.6% | 0.038% | |
4/26/2024 | Sigma Investment Counselors Inc. | 15,115 | $872K | 0.0% | -6.7% | 0.042% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 36,623 | $2.11M | 0.0% | -10.4% | 0.101% | |
4/25/2024 | Intergy Private Wealth LLC | 118,683 | $6.85M | 2.8% | -31.1% | 0.328% | |
4/24/2024 | CENTRAL TRUST Co | 9,404 | $543K | 0.0% | -4.1% | 0.026% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 941 | $50K | 0.0% | +32.0% | 0.003% | |
4/23/2024 | James J. Burns & Company LLC | 13,706 | $768K | 0.3% | -41.5% | 0.038% | |
4/23/2024 | Fifth Third Bancorp | 238,054 | $13.74M | 0.1% | -4.2% | 0.658% | |
4/23/2024 | Bank of Stockton | 43,865 | $2.53M | 0.8% | -5.9% | 0.121% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 444,049 | $25.62M | 0.0% | +5.6% | 1.227% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 11,101 | $641K | 0.0% | -11.3% | 0.028% | |
4/19/2024 | ZRC Wealth Management LLC | 523 | $30K | 0.0% | N/A | 0.001% | |
4/19/2024 | Westside Investment Management Inc. | 7,479 | $432K | 0.1% | +3.2% | 0.019% | |
4/19/2024 | KFG Wealth Management LLC | 87,761 | $5.06M | 2.1% | -10.2% | 0.219% | |
4/19/2024 | AWM Capital LLC | 170,797 | $9.86M | 1.6% | +19.9% | 0.427% | |
4/18/2024 | Capital Advisors Ltd. LLC | 2,530 | $146K | 0.0% | -33.9% | 0.006% | |
4/16/2024 | Trust Co. of Virginia VA | 23,887 | $1.38M | 0.1% | -2.5% | 0.060% | |
4/13/2024 | Affinity Capital Advisors LLC | 11,355 | $655K | 0.1% | -2.5% | 0.028% | |
4/13/2024 | Evanson Asset Management LLC | 14,275 | $824K | 0.1% | -3.5% | 0.036% | |
4/12/2024 | Lbmc Investment Advisors LLC | 338,595 | $19.54M | 1.7% | -1.7% | 0.846% | |
3/22/2024 | PNC Financial Services Group Inc. | 176,111 | $10.34M | 0.0% | -5.2% | 0.440% | |
3/1/2024 | Creekmur Asset Management LLC | 729 | $43K | 0.0% | N/A | 0.002% | |
3/1/2024 | Transcendent Capital Group LLC | 71,614 | $4.21M | 2.8% | N/A | 0.179% | |
2/28/2024 | EP Wealth Advisors LLC | 10,843 | $637K | 0.0% | -11.7% | 0.027% | |
2/26/2024 | Integrated Advisors Network LLC | 8,403 | $494K | 0.0% | +2.7% | 0.021% | |
2/22/2024 | Proathlete Wealth Management LLC | 57,731 | $3.39M | 2.0% | N/A | 0.144% | |
2/21/2024 | Garde Capital Inc. | 164,218 | $9.65M | 0.7% | +83.7% | 0.411% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 4,416 | $259K | 0.2% | -10.7% | 0.011% | |
2/14/2024 | Kestra Advisory Services LLC | 513,864 | $30.18M | 0.2% | +4.7% | 1.285% | |
2/14/2024 | Mosley Wealth Management | 21,878 | $1.29M | 1.3% | N/A | 0.055% | |
2/14/2024 | Regis Management CO LLC | 20,999 | $1.23M | 0.4% | -44.1% | 0.052% | |
2/14/2024 | White Knight Strategic Wealth Advisors LLC | 14,237 | $836K | 1.0% | +19.4% | 0.036% | |
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2/14/2024 | Frank Rimerman Advisors LLC | 31,295 | $1.84M | 0.4% | +1.6% | 0.078% | |
2/13/2024 | Cetera Advisor Networks LLC | 134,219 | $7.88M | 0.0% | +28.8% | 0.336% | |
2/13/2024 | Per Stirling Capital Management LLC. | 52,996 | $3.11M | 0.6% | +5.1% | 0.132% | |
2/13/2024 | Laurel Wealth Advisors LLC | 4,441 | $261K | 0.0% | -9.2% | 0.011% | |
2/13/2024 | Peapack Gladstone Financial Corp | 3,462 | $203K | 0.0% | N/A | 0.009% | |
2/13/2024 | James J. Burns & Company LLC | 23,420 | $1.38M | 0.3% | +7.1% | 0.059% | |
2/12/2024 | Fortress Wealth Management Inc. | 20,569 | $1.21M | 0.7% | -59.8% | 0.051% | |
2/12/2024 | Hsbc Holdings PLC | 11,997 | $705K | 0.0% | -7.9% | 0.030% | |
2/10/2024 | Linscomb & Williams Inc. | 4,410 | $259K | 0.0% | N/A | 0.011% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 40,857 | $2.40M | 0.0% | -6.8% | 0.102% | |
2/9/2024 | AWM Capital LLC | 142,444 | $8.37M | 1.5% | -33.1% | 0.356% | |
2/9/2024 | CreativeOne Wealth LLC | 13,696 | $804K | 0.1% | -3.1% | 0.034% | |
2/9/2024 | Corient Private Wealth LLC | 132,510 | $7.78M | 0.0% | -5.0% | 0.331% | |
2/9/2024 | Sachetta LLC | 7,000 | $411K | 0.2% | N/A | 0.018% | |
2/9/2024 | Wells Fargo & Company MN | 364,459 | $21.41M | 0.0% | -9.6% | 0.911% | |
2/9/2024 | UBS Group AG | 155,359 | $9.12M | 0.0% | -6.2% | 0.388% | |
2/9/2024 | PNC Financial Services Group Inc. | 176,111 | $10.34M | 0.0% | -5.2% | 0.440% | |
2/8/2024 | AMG National Trust Bank | 320,632 | $18.83M | 0.6% | -9.4% | 0.802% | |
2/8/2024 | Summit X LLC | 5,999 | $352K | 0.1% | +14.2% | 0.015% | |
2/8/2024 | Private Wealth Management Group LLC | 1,675 | $98K | 0.0% | N/A | 0.004% | |
2/8/2024 | Beacon Pointe Advisors LLC | 13,170 | $773K | 0.0% | -2.6% | 0.033% | |
2/8/2024 | Foundations Investment Advisors LLC | 317,365 | $18.10M | 0.5% | +22.9% | 0.793% | |
2/8/2024 | Eudaimonia Partners LLC | 12,219 | $718K | 0.2% | -12.6% | 0.031% | |
2/8/2024 | Janney Montgomery Scott LLC | 36,267 | $2.13M | 0.0% | +8.7% | 0.091% | |
2/7/2024 | Avantax Advisory Services Inc. | 44,556 | $2.62M | 0.0% | -35.4% | 0.111% | |
2/7/2024 | Wambolt & Associates LLC | 15,301 | $899K | 0.2% | -23.3% | 0.038% | |
2/7/2024 | Almanack Investment Partners LLC. | 3,756 | $221K | 0.0% | N/A | 0.009% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 34,340 | $2.02M | 0.0% | -0.9% | 0.086% | |
2/7/2024 | One Capital Management LLC | 17,883 | $1.05M | 0.0% | -24.0% | 0.045% | |
2/7/2024 | JFS Wealth Advisors LLC | 6,397 | $376K | 0.0% | -21.1% | 0.016% | |
2/7/2024 | NBC Securities Inc. | 2,254 | $132K | 0.0% | -9.7% | 0.006% | |
2/7/2024 | Northwest Financial Advisors | 844 | $50K | 0.0% | N/A | 0.002% | |
2/7/2024 | Sonata Capital Group Inc. | 16,401 | $963K | 0.5% | +2.5% | 0.041% | |
2/7/2024 | Principal Securities Inc. | 23,751 | $1.40M | 0.1% | N/A | 0.059% | |
2/6/2024 | Cullen Frost Bankers Inc. | 598,528 | $35.15M | 0.6% | +3.6% | 1.496% | |
2/6/2024 | Peddock Capital Advisors LLC | 16,621 | $976K | 0.3% | -5.2% | 0.042% | |
2/6/2024 | Lincoln National Corp | 68,660 | $4.03M | 0.1% | +5.5% | 0.172% | |
2/6/2024 | Spire Wealth Management | 33,150 | $1.89M | 0.1% | +154.5% | 0.083% | |
2/6/2024 | Connecticut Wealth Management LLC | 342,932 | $20.14M | 1.2% | -6.8% | 0.857% | |
2/6/2024 | Avidian Wealth Solutions LLC | 43,770 | $2.57M | 0.2% | -32.4% | 0.109% | |
2/6/2024 | National Bank of Canada FI | 227,902 | $13.52M | 0.0% | +17,774.7% | 0.570% | |
2/6/2024 | Whitegate Investment Counselors Inc. | 19,875 | $1.17M | 0.4% | +30.1% | 0.050% | |
2/6/2024 | Ifrah Financial Services Inc. | 85,637 | $5.03M | 1.5% | +2.8% | 0.214% | |
2/6/2024 | Merit Financial Group LLC | 4,278 | $251K | 0.0% | -14.0% | 0.011% | |
2/6/2024 | M&T Bank Corp | 597,477 | $35.09M | 0.1% | +5.6% | 1.494% | |
2/6/2024 | Fortitude Advisory Group L.L.C. | 3,807 | $224K | 0.1% | N/A | 0.010% | |
2/5/2024 | Cozad Asset Management Inc. | 8,062 | $473K | 0.1% | +58.3% | 0.020% | |
2/5/2024 | Kestra Private Wealth Services LLC | 3,878 | $228K | 0.0% | N/A | 0.010% | |
2/5/2024 | Avaii Wealth Management LLC | 3,478 | $204K | 0.1% | N/A | 0.009% | |
2/2/2024 | Truist Financial Corp | 10,861 | $638K | 0.0% | -20.3% | 0.027% | |
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2/2/2024 | McClarren Financial Advisors Inc. | 1,121 | $66K | 0.1% | +103.8% | 0.003% | |
2/2/2024 | Bailard Inc. | 26,056 | $1.53M | 0.0% | -6.6% | 0.065% | |
2/2/2024 | Atria Wealth Solutions Inc. | 80,067 | $4.70M | 0.1% | +0.9% | 0.200% | |
2/2/2024 | Capital Advisors Ltd. LLC | 3,830 | $225K | 0.0% | -16.1% | 0.010% | |
2/1/2024 | Eudaimonia Advisors LLC | 14,401 | $846K | 0.5% | -12.9% | 0.036% | |
2/1/2024 | Parkside Financial Bank & Trust | 17,488 | $1.03M | 0.2% | +3.5% | 0.044% | |
2/1/2024 | CWM LLC | 1,837 | $108K | 0.0% | -53.8% | 0.005% | |
2/1/2024 | Gradient Capital Advisors LLC | 4,120 | $242K | 0.1% | -28.1% | 0.010% | |
1/31/2024 | Windham Capital Management LLC | 43,622 | $2.56M | 0.9% | +2.1% | 0.109% | |
1/31/2024 | J.W. Cole Advisors Inc. | 13,245 | $778K | 0.0% | +1.5% | 0.033% | |