4/26/2024 | YHB Investment Advisors Inc. | 13,793 | $265K | 0.0% | -3.9% | 0.009% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 11,447 | $220K | 0.0% | N/A | 0.007% | |
4/26/2024 | MONECO Advisors LLC | 101,143 | $1.94M | 0.3% | +75.0% | 0.064% | |
4/26/2024 | Sigma Investment Counselors Inc. | 29,442 | $566K | 0.0% | -14.0% | 0.019% | |
4/25/2024 | Carmel Capital Partners LLC | 196,642 | $3.78M | 1.6% | +18.6% | 0.125% | |
4/25/2024 | Capital Investment Advisory Services LLC | 14,175 | $272K | 0.0% | +16.4% | 0.009% | |
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4/25/2024 | MFA Wealth Advisors LLC | 1,652,561 | $31.75M | 8.3% | +3.3% | 1.049% | |
4/25/2024 | IMA Wealth Inc. | 370,840 | $7.12M | 3.4% | +4.8% | 0.235% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 561,805 | $10.79M | 0.0% | +24.8% | 0.357% | |
4/24/2024 | Private Trust Co. NA | 34,311 | $659K | 0.1% | +36.8% | 0.022% | |
4/24/2024 | Leavell Investment Management Inc. | 118,610 | $2.28M | 0.1% | +8.4% | 0.075% | |
4/24/2024 | First Fiduciary Investment Counsel Inc. | 22,625 | $435K | 0.1% | +13.0% | 0.014% | |
4/23/2024 | Iowa State Bank | 11,078 | $213K | 0.0% | -19.1% | 0.007% | |
4/23/2024 | Global Retirement Partners LLC | 40,224 | $773K | 0.0% | -5.3% | 0.026% | |
4/23/2024 | Cookson Peirce & Co. Inc. | 490,867 | $9.43M | 0.5% | +9.1% | 0.312% | |
4/23/2024 | Masso Torrence Wealth Management Inc. | 77,109 | $1.48M | 0.9% | +16.5% | 0.049% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 21,296 | $409K | 0.0% | +2.6% | 0.014% | |
4/23/2024 | Kirr Marbach & Co. LLC IN | 797,442 | $15.32M | 3.7% | +2.1% | 0.506% | |
4/23/2024 | Gradient Investments LLC | 74,413 | $1.43M | 0.0% | -1.1% | 0.047% | |
4/23/2024 | Fifth Third Bancorp | 28,100 | $540K | 0.0% | +43.4% | 0.018% | |
4/23/2024 | Revisor Wealth Management LLC | 17,100 | $329K | 0.1% | N/A | 0.011% | |
4/23/2024 | Rebalance LLC | 375,555 | $7.21M | 0.6% | +48.9% | 0.238% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 2,575,748 | $49.48M | 0.1% | +5.8% | 1.635% | |
4/23/2024 | Paradiem LLC | 129,155 | $2.48M | 0.6% | N/A | 0.082% | |
4/22/2024 | Strategic Financial Concepts LLC | 25,990 | $499K | 0.1% | +32.9% | 0.017% | |
4/22/2024 | Kessler Investment Group LLC | 70,659 | $1.36M | 0.8% | +3.0% | 0.045% | |
4/22/2024 | Legacy CG LLC | 264,046 | $5.07M | 1.8% | +4.5% | 0.168% | |
4/22/2024 | Raymond James & Associates | 1,200,795 | $23.07M | 0.0% | +9.1% | 0.762% | |
4/22/2024 | Solitude Financial Services | 112,495 | $2.16M | 1.0% | +226.7% | 0.071% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 22,060 | $424K | 0.3% | +25.3% | 0.014% | |
4/19/2024 | Cornerstone Wealth Management LLC | 434,834 | $8.35M | 0.7% | +7.1% | 0.276% | |
4/18/2024 | Silverlake Wealth Management LLC | 74,655 | $1.43M | 0.7% | +22.0% | 0.048% | |
4/18/2024 | Exchange Capital Management Inc. | 154,772 | $2.97M | 0.5% | +7.9% | 0.099% | |
4/18/2024 | Oliver Luxxe Assets LLC | 91,284 | $1.75M | 0.4% | +5.2% | 0.058% | |
4/18/2024 | Ironwood Financial llc | 413,756 | $7.95M | 1.8% | -19.2% | 0.265% | |
4/18/2024 | Chatham Capital Group Inc. | 15,100 | $290K | 0.1% | -94.8% | 0.010% | |
4/17/2024 | Trilogy Capital Inc. | 259,256 | $4.98M | 0.3% | -12.1% | 0.167% | |
4/17/2024 | River Street Advisors LLC | 92,744 | $1.78M | 1.2% | +8.6% | 0.060% | |
4/17/2024 | CRA Financial Services LLC | 18,758 | $360K | 0.1% | N/A | 0.012% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 117,886 | $2.27M | 0.1% | +8.6% | 0.076% | |
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4/16/2024 | Independence Bank of Kentucky | 17,163 | $330K | 0.1% | +33.8% | 0.011% | |
4/16/2024 | Webster Bank N. A. | 49,828 | $957K | 0.1% | +2.0% | 0.032% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 63,437 | $1.21M | 0.5% | +1.4% | 0.041% | |
4/16/2024 | Atlantic Union Bankshares Corp | 437,082 | $8.40M | 0.7% | +19.6% | 0.281% | |
4/16/2024 | Hengehold Capital Management LLC | 310,752 | $5.97M | 0.6% | +10.8% | 0.200% | |
4/16/2024 | Cypress Wealth Services LLC | 46,857 | $900K | 0.2% | +1.2% | 0.030% | |
4/16/2024 | Tlwm | 1,340,974 | $25.76M | 5.7% | +7.6% | 0.861% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 59,749 | $1.15M | 0.0% | +10.6% | 0.038% | |
4/15/2024 | SMI Advisory Services LLC | 12,121 | $233K | 0.1% | N/A | 0.008% | |
4/15/2024 | Brookstone Capital Management | 1,651,197 | $31.72M | 0.6% | -7.3% | 1.060% | |
4/12/2024 | Kaydan Wealth Management Inc. | 16,350 | $314K | 0.1% | +6.3% | 0.011% | |
4/12/2024 | Global Assets Advisory LLC | 20,860 | $401K | 0.0% | N/A | 0.014% | |
4/11/2024 | &PARTNERS | 16,652 | $320K | 0.0% | N/A | 0.011% | |
4/11/2024 | Optimum Investment Advisors | 6,000 | $115K | 0.1% | N/A | 0.004% | |
4/11/2024 | Ballew Advisors Inc | 75,083 | $1.44M | 1.0% | +21.4% | 0.049% | |
4/10/2024 | Sterling Financial Group Inc. | 41,576 | $799K | 0.4% | -91.9% | 0.027% | |
4/10/2024 | Red Spruce Capital LLC | 598,494 | $11.50M | 5.3% | +56.3% | 0.389% | |
4/10/2024 | Apella Capital LLC | 46,243 | $888K | 0.0% | -5.1% | 0.030% | |
4/10/2024 | BCS Wealth Management | 437,272 | $8.40M | 2.7% | +6.7% | 0.284% | |
4/10/2024 | Lantz Financial LLC | 209,761 | $4.03M | 1.3% | N/A | 0.136% | |
4/10/2024 | Legacy Private Trust Co. | 639,497 | $12.29M | 0.9% | +1.0% | 0.416% | |
4/8/2024 | RVW Wealth LLC | 46,283 | $889K | 0.1% | -9.7% | 0.030% | |
4/5/2024 | Butensky & Cohen Financial Security Inc. | 48,602 | $934K | 0.3% | +3.7% | 0.032% | |
4/5/2024 | Davis Capital Management | 4,928 | $95K | 0.1% | +16.3% | 0.003% | |
3/14/2024 | Leo Wealth LLC | 56,144 | $1.08M | 0.1% | N/A | 0.044% | |
3/13/2024 | MONECO Advisors LLC | 57,788 | $1.12M | 0.2% | +48.5% | 0.045% | |
3/5/2024 | True Vision MN LLC | 29,699 | $573K | 0.5% | N/A | 0.023% | |
3/4/2024 | Vima LLC | 2,913 | $56K | 0.1% | N/A | 0.002% | |
2/23/2024 | Beacon Financial Group | 115,010 | $2.22M | 0.3% | -14.4% | 0.089% | |
2/20/2024 | GLOBALT Investments LLC GA | 56,717 | $1.10M | 0.0% | N/A | 0.044% | |
2/20/2024 | Voisard Asset Management Group Inc. | 8,734 | $169K | 0.1% | N/A | 0.007% | |
2/16/2024 | Hobbs Group Advisors LLC | 67,102 | $1.30M | 0.6% | N/A | 0.052% | |
2/15/2024 | Comerica Bank | 53,246 | $1.03M | 0.0% | +20.8% | 0.041% | |
2/14/2024 | MGO One Seven LLC | 227,772 | $4.40M | 0.3% | +19.9% | 0.177% | |
2/14/2024 | Regal Investment Advisors LLC | 35,717 | $689K | 0.1% | N/A | 0.028% | |
2/13/2024 | Lokken Investment Group LLC | 214,782 | $4.15M | 2.3% | +3.3% | 0.167% | |
2/13/2024 | Stephens Inc. AR | 58,510 | $1.13M | 0.0% | +10.7% | 0.045% | |
2/13/2024 | Laurel Wealth Advisors LLC | 133,146 | $2.57M | 0.5% | +11.0% | 0.103% | |
2/12/2024 | Roundview Capital LLC | 25,243 | $487K | 0.0% | -6.2% | 0.020% | |
2/12/2024 | Oliver Luxxe Assets LLC | 86,812 | $1.68M | 0.4% | +2.9% | 0.067% | |
2/12/2024 | Focus Financial Network Inc. ADV | 15,544 | $300K | 0.0% | N/A | 0.012% | |
2/12/2024 | Stifel Financial Corp | 1,044,811 | $20.17M | 0.0% | +6.5% | 0.812% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 624,069 | $12.05M | 0.2% | -4.0% | 0.485% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 20,764 | $401K | 0.0% | +6.9% | 0.016% | |
2/9/2024 | ProVise Management Group LLC | 169,861 | $3.28M | 0.3% | -0.4% | 0.132% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 450,063 | $8.69M | 0.0% | +144.1% | 0.350% | |
2/9/2024 | Divergent Wealth Advisors | 22,668 | $437K | 0.1% | +12.9% | 0.018% | |
2/9/2024 | InterOcean Capital Group LLC | 690,315 | $13.32M | 0.4% | -8.7% | 0.536% | |
2/9/2024 | Davis R M Inc. | 842,594 | $16.26M | 0.4% | +10.5% | 0.655% | |
2/9/2024 | D.A. Davidson & CO. | 34,273 | $661K | 0.0% | +225.3% | 0.027% | |
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2/9/2024 | Wells Fargo & Company MN | 5,622,991 | $108.52M | 0.0% | +10.0% | 4.369% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 94,275 | $1.82M | 0.1% | -30.1% | 0.073% | |
2/9/2024 | UBS Group AG | 2,874,395 | $55.48M | 0.0% | +41.0% | 2.233% | |
2/8/2024 | Brown Advisory Inc. | 49,766 | $960K | 0.0% | -16.5% | 0.039% | |
2/8/2024 | FCA Corp TX | 294,432 | $5.68M | 2.0% | +2.6% | 0.229% | |
2/8/2024 | Beacon Pointe Advisors LLC | 21,294 | $411K | 0.0% | -22.0% | 0.017% | |
2/8/2024 | Kickstand Ventures LLC. | 936,938 | $18.08M | 5.2% | -6.2% | 0.728% | |
2/8/2024 | Exchange Capital Management Inc. | 143,486 | $2.77M | 0.5% | +20.2% | 0.111% | |
2/8/2024 | Janney Montgomery Scott LLC | 696,532 | $13.44M | 0.0% | +5.0% | 0.541% | |
2/7/2024 | Avantax Advisory Services Inc. | 194,243 | $3.75M | 0.0% | +11.2% | 0.151% | |