5/10/2024 | Wintrust Investments LLC | 28,623 | $2.94M | 0.3% | +4.0% | 0.041% | |
5/10/2024 | Nwam LLC | 19,790 | $1.98M | 0.2% | -12.3% | 0.028% | |
5/9/2024 | Blair William & Co. IL | 10,085 | $1.04M | 0.0% | +4.7% | 0.014% | |
5/9/2024 | Maple Capital Management Inc. | 4,141 | $426K | 0.0% | +7.8% | 0.006% | |
5/8/2024 | Cozad Asset Management Inc. | 7,539 | $775K | 0.1% | -5.9% | 0.011% | |
5/8/2024 | MAI Capital Management | 167,240 | $17.19M | 0.2% | +4.4% | 0.239% | |
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5/8/2024 | Bleakley Financial Group LLC | 2,081 | $214K | 0.0% | -5.5% | 0.003% | |
5/8/2024 | Heritage Wealth Advisors | 6,270 | $644K | 0.0% | -7.3% | 0.009% | |
5/8/2024 | Avantax Advisory Services Inc. | 75,267 | $7.73M | 0.1% | +0.9% | 0.108% | |
5/8/2024 | US Bancorp DE | 99,290 | $10.20M | 0.0% | -7.9% | 0.142% | |
5/8/2024 | Watershed Private Wealth LLC | 2,217 | $228K | 0.1% | -30.3% | 0.003% | |
5/8/2024 | Thoroughbred Financial Services LLC | 3,570 | $366K | 0.0% | +50.6% | 0.005% | |
5/7/2024 | GW Henssler & Associates Ltd. | 306,851 | $31.53M | 1.9% | +8.8% | 0.439% | |
5/7/2024 | Concurrent Investment Advisors LLC | 45,447 | $4.67M | 0.2% | +197.4% | 0.065% | |
5/7/2024 | Atomi Financial Group Inc. | 55,553 | $5.71M | 0.5% | +170.6% | 0.079% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 44,808 | $4.60M | 0.1% | -2.2% | 0.064% | |
5/7/2024 | Wealthspire Advisors LLC | 7,981 | $820K | 0.0% | -4.9% | 0.011% | |
5/7/2024 | Mystic Asset Management Inc. | 6,725 | $691K | 0.3% | +6.3% | 0.010% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,672 | $1.20M | 0.0% | -90.2% | 0.017% | |
5/6/2024 | Advisory Services Network LLC | 30,824 | $3.17M | 0.1% | -29.2% | 0.044% | |
5/4/2024 | SPC Financial Inc. | 239,425 | $24.60M | 2.3% | +2.3% | 0.342% | |
5/4/2024 | Geneos Wealth Management Inc. | 810 | $83K | 0.0% | -93.2% | 0.001% | |
5/4/2024 | 9258 Wealth Management LLC | 3,673 | $377K | 0.1% | -6.8% | 0.005% | |
5/4/2024 | Valley Wealth Managers Inc. | 6,568 | $675K | 0.1% | +11.0% | 0.009% | |
5/3/2024 | Avidian Wealth Solutions LLC | 45,492 | $4.68M | 0.2% | -7.5% | 0.065% | |
5/3/2024 | Southern Capital Advisors LLC | 50,036 | $5.14M | 3.1% | +1.3% | 0.072% | |
5/3/2024 | Larson Financial Group LLC | 47,857 | $4.92M | 0.4% | +98.0% | 0.068% | |
5/3/2024 | Etfidea LLC | 119,831 | $12.31M | 4.2% | +1.5% | 0.171% | |
5/3/2024 | Lutz Financial Services LLC | 44,940 | $4.62M | 0.4% | -1.0% | 0.064% | |
5/2/2024 | Mutual Advisors LLC | 36,728 | $3.77M | 0.1% | -2.2% | 0.053% | |
5/2/2024 | Salomon & Ludwin LLC | 77,951 | $8.01M | 0.7% | -0.2% | 0.111% | |
5/2/2024 | Financial Counselors Inc. | 25,203 | $2.59M | 0.0% | +2.2% | 0.036% | |
5/2/2024 | Peregrine Asset Advisers Inc. | 9,641 | $991K | 0.4% | -1.8% | 0.014% | |
5/2/2024 | Shoker Investment Counsel Inc. | 4,558 | $462K | 0.2% | -2.8% | 0.007% | |
5/2/2024 | Centerpoint Advisors LLC | 41,907 | $4.31M | 1.6% | -3.0% | 0.060% | |
5/2/2024 | Quent Capital LLC | 45,979 | $4.73M | 0.6% | +3.0% | 0.066% | |
5/2/2024 | Clear Investment Research LLC | 3,167 | $325K | 0.4% | +7.2% | 0.005% | |
5/2/2024 | Almanack Investment Partners LLC. | 2,634 | $271K | 0.0% | N/A | 0.004% | |
5/2/2024 | Goelzer Investment Management Inc. | 20,893 | $2.15M | 0.1% | -4.8% | 0.030% | |
5/2/2024 | Choreo LLC | 6,604 | $679K | 0.0% | -24.9% | 0.009% | |
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5/2/2024 | Family Firm Inc. | 72,201 | $7.42M | 1.8% | +1.8% | 0.103% | |
5/2/2024 | Access Investment Management LLC | 73,315 | $7.53M | 2.5% | -6.4% | 0.105% | |
5/1/2024 | 1834 Investment Advisors Co. | 50,343 | $5.17M | 0.6% | -11.5% | 0.072% | |
5/1/2024 | Janney Montgomery Scott LLC | 46,239 | $4.75M | 0.0% | -9.0% | 0.066% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 3,863 | $397K | 0.0% | -7.8% | 0.006% | |
5/1/2024 | Mission Wealth Management LP | 1,958 | $201K | 0.0% | -23.2% | 0.003% | |
4/30/2024 | Private Advisor Group LLC | 26,561 | $2.73M | 0.0% | -3.5% | 0.038% | |
4/30/2024 | J.W. Cole Advisors Inc. | 4,648 | $475K | 0.0% | -16.0% | 0.007% | |
4/30/2024 | Fortis Group Advisors LLC | 317 | $33K | 0.0% | -50.0% | 0.000% | |
4/30/2024 | Foundry Financial Group Inc. | 52,416 | $5.39M | 3.8% | +12.0% | 0.075% | |
4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 6,867 | $706K | 0.3% | -23.0% | 0.010% | |
4/30/2024 | Concord Wealth Partners | 791 | $81K | 0.0% | +39.3% | 0.001% | |
4/30/2024 | Strategic Wealth Partners Group LLC | 52,759 | $5.42M | 0.6% | -2.0% | 0.075% | |
4/30/2024 | Granite Bay Wealth Management LLC | 10,625 | $1.09M | 0.6% | -88.6% | 0.015% | |
4/30/2024 | JMG Financial Group Ltd. | 6,050 | $622K | 0.0% | +20.1% | 0.009% | |
4/30/2024 | Arkadios Wealth Advisors | 4,043 | $415K | 0.0% | +8.4% | 0.006% | |
4/30/2024 | Unionview LLC | 14,308 | $1.47M | 1.2% | +12.0% | 0.020% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 7,596 | $781K | 0.5% | +2.9% | 0.011% | |
4/29/2024 | Commonwealth Equity Services LLC | 577,573 | $59.35M | 0.1% | -17.7% | 0.825% | |
4/29/2024 | Mcdaniel Terry & Co. | 4,261 | $438K | 0.0% | N/A | 0.006% | |
4/29/2024 | FAS Wealth Partners Inc. | 11,894 | $1.22M | 0.1% | +3.7% | 0.017% | |
4/29/2024 | Greenleaf Trust | 45,573 | $4.68M | 0.0% | -1.5% | 0.065% | |
4/29/2024 | RWA Wealth Partners LLC | 4,900 | $503K | 0.0% | +2.2% | 0.007% | |
4/29/2024 | Crescent Grove Advisors LLC | 46,463 | $4.78M | 0.5% | -1.1% | 0.066% | |
4/29/2024 | HighMark Wealth Management LLC | 6,211 | $638K | 0.4% | -32.0% | 0.009% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 24,930 | $2.56M | 1.0% | +3.4% | 0.036% | |
4/26/2024 | Pinnacle Associates Ltd. | 27,856 | $2.86M | 0.0% | -1.1% | 0.040% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 5,600 | $541K | 0.2% | +38.2% | 0.008% | |
4/26/2024 | LifeSteps Financial Inc. | 22,324 | $2.29M | 1.7% | -0.6% | 0.032% | |
4/26/2024 | JNBA Financial Advisors | 7,036 | $723K | 0.1% | -7.2% | 0.010% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 33,477 | $3.44M | 0.2% | -4.0% | 0.048% | |
4/26/2024 | Clear Creek Financial Management LLC | 4,964 | $510K | 0.1% | +12.9% | 0.007% | |
4/26/2024 | Chicago Partners Investment Group LLC | 74,921 | $7.35M | 0.3% | +1.4% | 0.107% | |
4/25/2024 | Lindbrook Capital LLC | 394 | $40K | 0.0% | -55.8% | 0.001% | |
4/25/2024 | One Day In July LLC | 111,979 | $11.51M | 1.5% | -0.7% | 0.160% | |
4/25/2024 | Bridges Investment Management Inc. | 18,944 | $1.95M | 0.1% | -5.5% | 0.027% | |
4/25/2024 | Capital Investment Advisory Services LLC | 5,351 | $550K | 0.1% | +2.6% | 0.008% | |
4/25/2024 | IFG Advisors LLC | 3,584 | $368K | 0.1% | +16.8% | 0.005% | |
4/25/2024 | Summit Financial LLC | 20,653 | $2.12M | 0.1% | +1.4% | 0.029% | |
4/25/2024 | IAG Wealth Partners LLC | 1,468 | $151K | 0.0% | +230.6% | 0.002% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 233,230 | $23.97M | 0.1% | +2.2% | 0.333% | |
4/24/2024 | Private Trust Co. NA | 7,680 | $789K | 0.1% | -20.5% | 0.011% | |
4/24/2024 | Zhang Financial LLC | 12,890 | $1.33M | 0.1% | -2.3% | 0.018% | |
4/24/2024 | Oxler Private Wealth LLC | 26,236 | $2.70M | 1.1% | -2.1% | 0.037% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 2,990 | $307K | 0.1% | -24.6% | 0.004% | |
4/24/2024 | Smith Anglin Financial LLC | 14,470 | $1.49M | 0.2% | -18.6% | 0.021% | |
4/24/2024 | Simplicity Wealth LLC | 2,081 | $214K | 0.0% | N/A | 0.003% | |
4/24/2024 | NBT Bank N A NY | 777 | $80K | 0.0% | -24.8% | 0.001% | |
4/24/2024 | Spire Wealth Management | 12,125 | $1.25M | 0.1% | -12.3% | 0.017% | |
4/24/2024 | Essex Financial Services Inc. | 3,014 | $310K | 0.0% | -7.2% | 0.004% | |
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4/23/2024 | Bfsg LLC | 22,506 | $2.31M | 0.3% | -21.6% | 0.032% | |
4/23/2024 | Milestone Asset Management LLC | 23,481 | $2.41M | 0.7% | N/A | 0.034% | |
4/23/2024 | Global Retirement Partners LLC | 3,919 | $403K | 0.0% | -31.1% | 0.006% | |
4/23/2024 | Morton Brown Family Wealth LLC | 2,932 | $301K | 0.1% | -34.2% | 0.004% | |
4/23/2024 | TrueWealth Advisors LLC | 2,933 | $301K | 0.1% | -15.4% | 0.004% | |
4/23/2024 | Fifth Third Bancorp | 75,453 | $7.75M | 0.0% | -6.7% | 0.108% | |
4/23/2024 | Warner Financial Inc. | 2,507 | $258K | 0.1% | N/A | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 149,004 | $15.31M | 0.0% | -29.1% | 0.213% | |
4/23/2024 | Sapient Capital LLC | 15,573 | $1.60M | 0.0% | +62.8% | 0.022% | |
4/22/2024 | Rovin Capital UT ADV | 25,534 | $2.62M | 1.1% | +89.9% | 0.036% | |