3/1/2024 | Transcendent Capital Group LLC | 1,634 | $81K | 0.1% | N/A | 0.002% | |
2/29/2024 | Acima Private Wealth LLC | 147,464 | $7.34M | 2.9% | N/A | 0.159% | |
2/26/2024 | Syon Capital LLC | 1,099,264 | $54.74M | 4.8% | +11.0% | 1.182% | |
2/23/2024 | Arkansas Financial Group Inc. | 183,967 | $9.16M | 1.7% | +2.0% | 0.198% | |
2/16/2024 | Aspect Partners LLC | 137,872 | $6.87M | 4.4% | N/A | 0.148% | |
2/13/2024 | Jones Financial Companies Lllp | 4,574,695 | $227.82M | 0.3% | +4.6% | 4.919% | |
|
2/12/2024 | NYL Investors LLC | 286,700 | $14.28M | 0.6% | -0.8% | 0.308% | |
2/9/2024 | EverSource Wealth Advisors LLC | 3,702 | $0.18M | 0.0% | N/A | 0.004% | |
2/9/2024 | Certified Advisory Corp | 77,698 | $3.87M | 0.6% | -32.8% | 0.084% | |
2/8/2024 | American National Bank | 783 | $39K | 0.0% | +405.2% | 0.001% | |
2/8/2024 | Retirement Investment Advisors Inc. | 12,070 | $0.60M | 0.1% | N/A | 0.013% | |
2/7/2024 | Strategic Advocates LLC | 128,319 | $6.39M | 2.7% | +252.6% | 0.138% | |
2/6/2024 | Cullen Frost Bankers Inc. | 217,723 | $10.84M | 0.2% | +268.9% | 0.234% | |
2/6/2024 | 9258 Wealth Management LLC | 67,997 | $3.39M | 0.6% | +5.2% | 0.073% | |
2/5/2024 | Hexagon Capital Partners LLC | 12,055 | $0.60M | 0.1% | +67.5% | 0.013% | |
2/2/2024 | Syon Capital LLC | 1,099,264 | $54.74M | 3.9% | +11.0% | 1.182% | |
2/2/2024 | BIP Wealth LLC | 153,308 | $7.64M | 0.6% | +1.6% | 0.165% | |
1/30/2024 | Bear Mountain Capital Inc. | 11,902 | $0.59M | 0.2% | N/A | 0.013% | |
1/26/2024 | Harbor Investment Advisory LLC | 2,504 | $0.13M | 0.0% | +13,811.1% | 0.003% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 711,928 | $35.45M | 0.5% | +2.2% | 0.766% | |
1/24/2024 | Private Trust Co. NA | 11,351 | $0.57M | 0.1% | -3.0% | 0.012% | |
1/19/2024 | True Link Financial Advisors LLC | 18,218 | $0.91M | 0.1% | -29.1% | 0.020% | |
1/18/2024 | Future Financial Wealth Managment LLC | 23,244 | $1.16M | 1.1% | -4.1% | 0.025% | |
1/18/2024 | Planned Solutions Inc. | 1,591 | $79K | 0.0% | N/A | 0.002% | |
1/12/2024 | Burns Matteson Capital Management LLC | 20,088 | $1M | 0.6% | -6.0% | 0.022% | |
1/11/2024 | Exchange Bank | 30,414 | $1.52M | 1.3% | +27.2% | 0.033% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 156,591 | $7.80M | 0.8% | +3,515.6% | 0.168% | |
1/8/2024 | Horizons Wealth Management | 23,970 | $1.19M | 0.8% | +43.6% | 0.026% | |
1/2/2024 | Appleton Partners Inc. MA | 111,376 | $5.55M | 0.4% | +1.4% | 0.120% | |
11/16/2023 | Exchange Bank | 23,913 | $1.17M | 1.1% | +47.0% | 0.026% | |
11/15/2023 | JPMorgan Chase & Co. | 5,508,397 | $268.70M | 0.0% | +42.6% | 5.923% | |
11/15/2023 | Ameriprise Financial Inc. | 299,486 | $14.62M | 0.0% | -46.0% | 0.322% | |
11/13/2023 | Certified Advisory Corp | 115,648 | $5.64M | 0.6% | -70.2% | 0.124% | |
11/13/2023 | NYL Investors LLC | 288,900 | $14.09M | 0.6% | -2.7% | 0.311% | |
11/9/2023 | Hunter Associates Investment Management LLC | 14,200 | $0.69M | 0.1% | +8.7% | 0.015% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 696,905 | $34M | 0.7% | -3.5% | 0.749% | |
11/9/2023 | BIP Wealth LLC | 150,867 | $7.36M | 0.7% | +1.2% | 0.162% | |
11/8/2023 | 9258 Wealth Management LLC | 64,655 | $3.15M | 0.6% | -1.3% | 0.070% | |
11/8/2023 | Cornerstone Planning Group LLC | 8,744 | $0.43M | 0.2% | +4.2% | 0.009% | |
11/4/2023 | Syon Capital LLC | 990,313 | $48.31M | 6.0% | N/A | 1.065% | |
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11/2/2023 | Girard Partners LTD. | 9,649 | $0.47M | 0.1% | -9.4% | 0.010% | |
11/2/2023 | Your Advocates Ltd. LLP | 1,385 | $68K | 0.0% | N/A | 0.001% | |
11/2/2023 | Cullen Frost Bankers Inc. | 59,026 | $2.88M | 0.1% | -29.8% | 0.063% | |
10/30/2023 | RFP Financial Group LLC | 2,565 | $0.13M | 0.1% | N/A | 0.003% | |
10/30/2023 | Amarillo National Bank | 455,644 | $22.23M | 4.7% | -0.3% | 0.490% | |
10/26/2023 | NBT Bank N A NY | 13,342 | $0.65M | 0.1% | +6.2% | 0.014% | |
10/24/2023 | Hanson & Doremus Investment Management | 1,537 | $75K | 0.0% | -75.0% | 0.002% | |
10/23/2023 | Hexagon Capital Partners LLC | 7,197 | $0.35M | 0.1% | -8.3% | 0.008% | |
10/20/2023 | Future Financial Wealth Managment LLC | 24,230 | $1.18M | 1.3% | -2.1% | 0.026% | |
10/18/2023 | Private Trust Co. NA | 11,699 | $0.57M | 0.1% | +57.7% | 0.013% | |
10/12/2023 | AdvisorNet Financial Inc | 346,961 | $16.93M | 1.5% | +3.0% | 0.373% | |
10/12/2023 | Horizons Wealth Management | 16,693 | $0.81M | 0.6% | +3.4% | 0.018% | |
10/3/2023 | Appleton Partners Inc. MA | 109,889 | $5.36M | 0.5% | +4.8% | 0.118% | |
8/17/2023 | Coppell Advisory Solutions LLC | 4,154 | $0.20M | 0.1% | N/A | 0.004% | |
8/15/2023 | Girard Partners LTD. | 10,647 | $0.53M | 0.1% | -40.4% | 0.011% | |
8/15/2023 | Cornerstone Planning Group LLC | 8,392 | $0.41M | 0.2% | N/A | 0.009% | |
8/14/2023 | United Capital Financial Advisers LLC | 245,593 | $12.11M | 0.1% | -7.2% | 0.264% | |
8/14/2023 | Certified Advisory Corp | 388,148 | $19.13M | 3.5% | -12.2% | 0.417% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 6,258 | $0.31M | 0.0% | -7.2% | 0.007% | |
8/11/2023 | JPMorgan Chase & Co. | 3,862,758 | $190.40M | 0.0% | +39.7% | 4.210% | |
8/9/2023 | Flow Traders U.S. LLC | 4,244 | $0.21M | 0.0% | -94.5% | 0.005% | |
8/8/2023 | 9258 Wealth Management LLC | 65,525 | $3.23M | 0.6% | +11.3% | 0.071% | |
8/4/2023 | Cullen Frost Bankers Inc. | 84,140 | $4.15M | 0.1% | +2.5% | 0.092% | |
8/3/2023 | Hunter Associates Investment Management LLC | 13,069 | $0.64M | 0.1% | +84.6% | 0.014% | |
7/28/2023 | Private Trust Co. NA | 7,418 | $0.37M | 0.0% | +1,346.0% | 0.008% | |
7/27/2023 | Horan Securities Inc. | 3,806 | $0.19M | 0.1% | +59.4% | 0.004% | |
7/27/2023 | BIP Wealth LLC | 149,144 | $7.35M | 0.6% | +16.4% | 0.163% | |
7/24/2023 | Hexagon Capital Partners LLC | 7,852 | $0.39M | 0.1% | +3.2% | 0.009% | |
7/24/2023 | NBT Bank N A NY | 12,567 | $0.62M | 0.1% | +5.3% | 0.014% | |
7/18/2023 | Future Financial Wealth Managment LLC | 24,758 | $1.22M | 1.3% | -4.7% | 0.027% | |
7/14/2023 | AdvisorNet Financial Inc | 336,693 | $16.60M | 1.4% | +4.6% | 0.367% | |
7/11/2023 | Arkansas Financial Group Inc. | 180,355 | $8.89M | 1.8% | +2.0% | 0.197% | |
7/10/2023 | City State Bank | 5,000 | $0.25M | 0.1% | N/A | 0.005% | |
7/10/2023 | Appleton Partners Inc. MA | 104,857 | $5.17M | 0.4% | +1.3% | 0.114% | |
5/22/2023 | Ameriprise Financial Inc. | 191,420 | $9.37M | 0.0% | +18.9% | 0.223% | |
5/22/2023 | American Trust | 17,133 | $0.84M | 0.1% | +102.2% | 0.020% | |
5/18/2023 | JPMorgan Chase & Co. | 2,764,142 | $135.31M | 0.0% | +160,419.3% | 3.225% | |
5/17/2023 | Sunbelt Securities Inc. | 1,843 | $90K | 0.0% | N/A | 0.002% | |
5/15/2023 | Certified Advisory Corp | 442,278 | $21.65M | 3.8% | +1.0% | 0.516% | |
5/15/2023 | Flow Traders U.S. LLC | 76,876 | $3.76M | 0.2% | +274.7% | 0.090% | |
5/12/2023 | OLD Mission Capital LLC | 4,152 | $0.20M | 0.0% | N/A | 0.005% | |
5/12/2023 | Girard Partners LTD. | 17,855 | $0.87M | 0.1% | -72.0% | 0.021% | |
5/12/2023 | NewEdge Advisors LLC | 746 | $37K | 0.0% | -80.9% | 0.001% | |
5/11/2023 | NYL Investors LLC | 301,800 | $14.77M | 0.9% | +7.4% | 0.352% | |
5/11/2023 | Oarsman Capital Inc. | 6,086 | $0.30M | 0.1% | -20.0% | 0.007% | |
5/10/2023 | BIP Wealth LLC | 128,103 | $6.24M | 0.7% | N/A | 0.149% | |
5/5/2023 | Assetmark Inc. | 2,294 | $0.11M | 0.0% | -86.3% | 0.003% | |
5/5/2023 | Prime Capital Investment Advisors LLC | 210,535 | $10.31M | 0.4% | +23.3% | 0.246% | |
5/5/2023 | Cullen Frost Bankers Inc. | 82,124 | $4.02M | 0.1% | -17.7% | 0.096% | |
5/3/2023 | Arkansas Financial Group Inc. | 176,745 | $8.65M | 1.8% | -0.9% | 0.206% | |
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5/3/2023 | 9258 Wealth Management LLC | 58,869 | $2.88M | 0.6% | +6.2% | 0.069% | |
5/2/2023 | Hunter Associates Investment Management LLC | 7,078 | $0.35M | 0.1% | N/A | 0.008% | |
5/2/2023 | Jackson Creek Investment Advisors LLC | 11,907 | $0.58M | 0.2% | +1.9% | 0.014% | |
5/2/2023 | NBT Bank N A NY | 11,937 | $0.58M | 0.1% | +5.2% | 0.014% | |
4/28/2023 | AdvisorNet Financial Inc | 321,908 | $15.76M | 1.4% | -3.0% | 0.376% | |
4/28/2023 | Strategic Blueprint LLC | 13,072 | $0.64M | 0.1% | +7.4% | 0.015% | |
4/25/2023 | Amarillo National Bank | 448,809 | $21.97M | 4.4% | +51.5% | 0.524% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 4,541 | $0.22M | 0.0% | -7.3% | 0.005% | |
4/18/2023 | Hanson & Doremus Investment Management | 6,185 | $0.30M | 0.1% | -29.3% | 0.007% | |
4/18/2023 | Horan Securities Inc. | 2,387 | $0.12M | 0.1% | -16.9% | 0.003% | |