4/18/2024 | Iams Wealth Management LLC | 40,631 | $3.41M | 2.1% | +1.1% | 0.039% | |
4/18/2024 | tru Independence LLC | 122,950 | $10.53M | 3.1% | -21.3% | 0.117% | |
4/18/2024 | Panoramic Investment Advisors LLC | 8,347 | $715K | 0.5% | -5.0% | 0.008% | |
4/18/2024 | Kowal Investment Group LLC | 489,910 | $41.96M | 9.1% | +0.3% | 0.465% | |
4/18/2024 | Wolff Wiese Magana LLC | 10,241 | $877K | 0.8% | -3.2% | 0.010% | |
4/18/2024 | Fifth Third Securities Inc. | 544,322 | $46.62M | 4.5% | +0.6% | 0.516% | |
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4/17/2024 | Founders Financial Securities LLC | 3,756 | $322K | 0.0% | +10.5% | 0.004% | |
4/16/2024 | OneAscent Financial Services LLC | 59,768 | $5.12M | 0.6% | -22.1% | 0.057% | |
4/16/2024 | Cambridge Advisors Inc. | 30,243 | $2.59M | 0.6% | -2.9% | 0.029% | |
4/16/2024 | DeDora Capital Inc. | 32,891 | $2.82M | 0.9% | -9.5% | 0.031% | |
4/16/2024 | Calton & Associates Inc. | 4,954 | $424K | 0.2% | +8.2% | 0.005% | |
4/16/2024 | Pinnacle Bancorp Inc. | 854 | $73K | 0.0% | -45.0% | 0.001% | |
4/16/2024 | RiverTree Advisors LLC | 128,935 | $11.04M | 7.4% | +6.1% | 0.122% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 61,619 | $5.28M | 0.0% | -4.5% | 0.058% | |
4/16/2024 | ERn Financial LLC | 40,768 | $3.49M | 0.6% | -6.4% | 0.039% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 16,563 | $1.42M | 0.0% | -39.7% | 0.016% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 64,248 | $5.50M | 2.9% | -3.0% | 0.061% | |
4/15/2024 | Hobart Private Capital LLC | 64,471 | $5.52M | 1.7% | N/A | 0.061% | |
4/15/2024 | Flagstar Advisors Inc. | 2,863 | $245K | 0.1% | N/A | 0.003% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 42,744 | $3.66M | 0.4% | +4.2% | 0.041% | |
4/13/2024 | Priebe Wealth Holdings LLC | 11,804 | $1.01M | 0.8% | +2.2% | 0.011% | |
4/13/2024 | Quad Cities Investment Group LLC | 25,312 | $2.17M | 1.3% | -13.8% | 0.024% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 55,268 | $4.73M | 0.2% | -31.9% | 0.052% | |
4/12/2024 | Fermata Advisors LLC | 130,070 | $11.14M | 2.5% | -6.6% | 0.123% | |
4/12/2024 | Keystone Wealth Services LLC | 16,336 | $1.40M | 0.5% | -2.3% | 0.015% | |
4/12/2024 | Strategic Planning Group LLC | 125,763 | $10.77M | 2.6% | +16.8% | 0.119% | |
4/12/2024 | Kaydan Wealth Management Inc. | 44,545 | $3.82M | 1.3% | +9.3% | 0.042% | |
4/12/2024 | Whitaker Myers Wealth Managers LTD. | 18,026 | $1.54M | 0.7% | -8.3% | 0.017% | |
4/12/2024 | Harbor Investment Advisory LLC | 340 | $29K | 0.0% | -43.2% | 0.000% | |
4/12/2024 | Global Assets Advisory LLC | 1,462,679 | $125.28M | 0.4% | +8,467.2% | 1.386% | |
4/12/2024 | Southland Equity Partners LLC | 74,461 | $6.38M | 1.8% | +6.8% | 0.071% | |
4/12/2024 | AdvisorNet Financial Inc | 2,001 | $171K | 0.0% | +7,904.0% | 0.002% | |
4/12/2024 | First PREMIER Bank | 16,989 | $1.46M | 0.4% | +0.7% | 0.016% | |
4/12/2024 | Purus Wealth Management LLC | 56,832 | $4.87M | 2.4% | -1.6% | 0.054% | |
4/11/2024 | City Holding Co. | 10,386 | $890K | 0.1% | +11.4% | 0.010% | |
4/11/2024 | International Assets Investment Management LLC | 36,669 | $3.12M | 0.1% | -98.8% | 0.035% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 67,565 | $5.79M | 2.6% | -1.6% | 0.064% | |
4/11/2024 | &PARTNERS | 35,479 | $3.04M | 0.4% | N/A | 0.034% | |
4/11/2024 | SignalPoint Asset Management LLC | 62,417 | $5.35M | 1.5% | -27.0% | 0.059% | |
4/11/2024 | RFG Advisory LLC | 21,243 | $1.82M | 0.1% | -1.2% | 0.020% | |
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4/10/2024 | Inscription Capital LLC | 10,324 | $869K | 0.3% | +37.5% | 0.010% | |
4/10/2024 | Park Avenue Securities LLC | 25,258 | $2.16M | 0.0% | -1.1% | 0.024% | |
4/10/2024 | KMG Fiduciary Partners LLC | 10,510 | $900K | 0.1% | -2.8% | 0.010% | |
4/10/2024 | BKA Wealth Consulting Inc. | 58,000 | $4.97M | 6.4% | -2.3% | 0.055% | |
4/9/2024 | Lynch & Associates IN | 3,949 | $338K | 0.1% | +22.9% | 0.004% | |
4/9/2024 | Mather Group LLC. | 426 | $34K | 0.0% | N/A | 0.000% | |
4/5/2024 | GAMMA Investing LLC | 4,751 | $407K | 0.1% | +133.0% | 0.004% | |
4/5/2024 | NBC Securities Inc. | 80,663 | $6.92M | 0.6% | -8.4% | 0.075% | |
4/1/2024 | Park National Corp OH | 490,858 | $42.04M | 1.6% | -1.4% | 0.455% | |
3/22/2024 | PNC Financial Services Group Inc. | 120,844 | $9.67M | 0.0% | -2.3% | 0.112% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 35,175 | $2.82M | 2.0% | N/A | 0.033% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 49,217 | $3.94M | 0.1% | -44.3% | 0.046% | |
3/8/2024 | SWP Financial LLC | 4,428 | $354K | 0.3% | N/A | 0.004% | |
3/8/2024 | ICA Group Wealth Management LLC | 92,608 | $7.41M | 1.7% | +5.9% | 0.086% | |
3/6/2024 | SageView Advisory Group LLC | 5,204 | $424K | 0.0% | N/A | 0.005% | |
3/5/2024 | Fisher Asset Management LLC | 2,645 | $212K | 0.0% | -21.5% | 0.002% | |
3/4/2024 | Tucker Asset Management LLC | 564 | $45K | 0.0% | -40.8% | 0.001% | |
2/29/2024 | Scarborough Advisors LLC | 192,615 | $15.42M | 3.2% | +1.9% | 0.178% | |
2/26/2024 | Integrated Advisors Network LLC | 4,953 | $396K | 0.0% | -41.7% | 0.005% | |
2/23/2024 | Chicago Partners Investment Group LLC | 11,972 | $964K | 0.0% | +5.2% | 0.011% | |
2/23/2024 | Beacon Financial Group | 18,300 | $1.47M | 0.2% | N/A | 0.017% | |
2/22/2024 | Scarborough Advisors LLC | 786,475 | $62.95M | 2.8% | +316.1% | 0.729% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 6,300 | $504K | 0.3% | N/A | 0.006% | |
2/20/2024 | Clarity Capital Partners LLC | 2,993 | $240K | 0.2% | N/A | 0.003% | |
2/16/2024 | SageView Advisory Group LLC | 5,204 | $424K | 0.0% | N/A | 0.005% | |
2/16/2024 | Global Assets Advisory LLC | 17,073 | $1.37M | 1.8% | -6.7% | 0.016% | |
2/16/2024 | Harbour Investments Inc. | 600,467 | $48.06M | 2.0% | +8.1% | 0.556% | |
2/16/2024 | O Dell Group LLC | 1,013 | $81K | 0.0% | N/A | 0.001% | |
2/16/2024 | GSA Capital Partners LLP | 10,461 | $837K | 0.1% | -34.4% | 0.010% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 7,041 | $564K | 0.0% | -13.8% | 0.007% | |
2/15/2024 | LifePro Asset Management | 5,030 | $403K | 0.3% | -24.5% | 0.005% | |
2/15/2024 | Townsquare Capital LLC | 3,800 | $304K | 0.0% | +27.7% | 0.004% | |
2/15/2024 | Virtue Capital Management LLC | 44,236 | $3.51M | 0.7% | -1.0% | 0.041% | |
2/15/2024 | Bullseye Investment Management LLC | 3,420 | $274K | 0.2% | -14.9% | 0.003% | |
2/15/2024 | West Michigan Advisors LLC | 60,410 | $4.84M | 1.8% | -20.8% | 0.056% | |
2/15/2024 | Weitzel Financial Services Inc. | 2,755 | $221K | 0.1% | -39.1% | 0.003% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 58,070 | $4.65M | 0.7% | -11.8% | 0.054% | |
2/15/2024 | Buckingham Strategic Partners LLC | 5,513 | $441K | 0.0% | +20.1% | 0.005% | |
2/15/2024 | Baird Financial Group Inc. | 610,672 | $48.88M | 0.1% | +5.7% | 0.566% | |
2/15/2024 | Citadel Advisors LLC | 49,390 | $3.95M | 0.0% | -64.3% | 0.046% | |
2/14/2024 | Royal Bank of Canada | 1,664,412 | $133.22M | 0.0% | -2.6% | 1.542% | |
2/14/2024 | Kestra Advisory Services LLC | 470,485 | $37.66M | 0.3% | +1.1% | 0.436% | |
2/14/2024 | Creative Planning | 29,638 | $2.37M | 0.0% | +166.1% | 0.027% | |
2/14/2024 | Jacobi Capital Management LLC | 12,889 | $1.03M | 0.1% | +2.0% | 0.012% | |
2/14/2024 | BOKF NA | 502 | $40K | 0.0% | N/A | 0.000% | |
2/14/2024 | MGO One Seven LLC | 31,649 | $2.53M | 0.1% | +3.5% | 0.029% | |
2/14/2024 | Visionary Wealth Advisors | 37,705 | $3.02M | 0.2% | -1.9% | 0.035% | |
2/14/2024 | Bennett Associates Wealth Management | 255,808 | $20.48M | 20.0% | N/A | 0.237% | |
2/14/2024 | Cresset Asset Management LLC | 10,809 | $865K | 0.0% | -1.9% | 0.010% | |
2/14/2024 | Woodward Diversified Capital LLC | 6,217 | $498K | 0.3% | -4.8% | 0.006% | |
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2/14/2024 | Regal Investment Advisors LLC | 218,902 | $17.52M | 1.3% | -1.4% | 0.203% | |
2/14/2024 | Traction Financial Partners LLC | 32,150 | $2.57M | 1.7% | N/A | 0.030% | |
2/14/2024 | Waterloo Capital L.P. | 56,061 | $4.49M | 0.7% | +605.1% | 0.052% | |
2/13/2024 | Lokken Investment Group LLC | 44,044 | $3.53M | 2.0% | +6.4% | 0.041% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,524,573 | $122.03M | 0.1% | -5.3% | 1.412% | |
2/13/2024 | Stephens Inc. AR | 69,586 | $5.57M | 0.1% | -1.1% | 0.064% | |
2/13/2024 | Cetera Advisor Networks LLC | 497,848 | $39.85M | 0.2% | -2.8% | 0.461% | |
2/13/2024 | Per Stirling Capital Management LLC. | 5,967 | $478K | 0.1% | -83.8% | 0.006% | |
2/13/2024 | Oppenheimer & Co. Inc. | 131,065 | $10.49M | 0.2% | +4.6% | 0.121% | |
2/13/2024 | Tower Research Capital LLC TRC | 33,148 | $2.65M | 0.0% | +9.9% | 0.031% | |