7/26/2024 | Hapanowicz & Associates Financial Services Inc | 17,378 | $4.28M | 2.4% | +2.0% | 0.087% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 5,674 | $1.40M | 0.0% | -17.2% | 0.028% | |
7/26/2024 | Schoolcraft Capital LLC | 1,807 | $445K | 0.1% | N/A | 0.009% | |
7/26/2024 | Bank of New York Mellon Corp | 216,601 | $53.30M | 0.0% | -1.2% | 1.082% | |
7/25/2024 | Brown Financial Advisory | 12,545 | $3.09M | 2.4% | -0.4% | 0.063% | |
7/25/2024 | Waypoint Capital Advisors LLC | 14,084 | $3.47M | 0.9% | -16.4% | 0.070% | |
|
7/25/2024 | Red Cedar Investment Management LLC | 682,217 | $167.87M | 22.9% | -7.7% | 3.408% | |
7/23/2024 | Stegner Investment Associates Inc. | 61,007 | $15.01M | 10.8% | -2.0% | 0.305% | |
7/23/2024 | Fifth Third Wealth Advisors LLC | 2,715 | $668K | 0.1% | N/A | 0.014% | |
7/22/2024 | Atria Wealth Solutions Inc. | 91,680 | $22.57M | 0.2% | -12.2% | 0.458% | |
7/22/2024 | Aaron Wealth Advisors LLC | 28,389 | $6.99M | 1.0% | +12.5% | 0.142% | |
7/22/2024 | Nadler Financial Group Inc. | 10,725 | $2.64M | 0.3% | +23.5% | 0.054% | |
7/20/2024 | Continuum Advisory LLC | 4,163 | $1.02M | 0.1% | +4.5% | 0.021% | |
7/20/2024 | Parsons Capital Management Inc. RI | 2,995 | $737K | 0.1% | +7.3% | 0.015% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 180,088 | $44.31M | 0.1% | +1.7% | 0.900% | |
7/19/2024 | Raymond James & Associates | 168,471 | $41.46M | 0.0% | +3.8% | 0.842% | |
7/18/2024 | Royal Fund Management LLC | 6,589 | $1.63M | 0.1% | -86.7% | 0.033% | |
7/18/2024 | Nova R Wealth Inc. | 17,382 | $4.28M | 2.2% | -5.8% | 0.087% | |
7/18/2024 | Silver Lake Advisory LLC | 103,736 | $25.53M | 4.6% | N/A | 0.518% | |
7/17/2024 | AdvisorNet Financial Inc | 5,123 | $1.26M | 0.1% | +9.4% | 0.026% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 15,247 | $3.75M | 0.0% | -0.7% | 0.076% | |
7/16/2024 | ORG Partners LLC | 8,506 | $2.10M | 0.3% | N/A | 0.042% | |
7/16/2024 | Financial Insights Inc. | 895 | $220K | 0.1% | -6.4% | 0.004% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 107,528 | $26.46M | 0.1% | -2.5% | 0.537% | |
7/16/2024 | Flower City Capital | 203,344 | $50.20M | 32.4% | +5.2% | 1.016% | |
7/15/2024 | ETF Portfolio Partners Inc. | 6,540 | $1.61M | 0.5% | -24.3% | 0.033% | |
7/15/2024 | Lpwm LLC | 21,327 | $5.35M | 1.8% | +8.6% | 0.107% | |
7/13/2024 | Sherrill & Hutchins Financial Advisory Inc | 176,409 | $43.41M | 39.2% | -4.1% | 0.881% | |
7/13/2024 | Spectrum Asset Management Inc. NB CA | 9,021 | $2.23M | 1.0% | -2.0% | 0.045% | |
7/13/2024 | Austin Private Wealth LLC | 296,912 | $73.06M | 7.9% | -10.0% | 1.483% | |
7/12/2024 | Thrive Wealth Management LLC | 33,482 | $8.24M | 1.6% | -1.8% | 0.167% | |
7/11/2024 | OLD National Bancorp IN | 59,219 | $14.57M | 0.3% | -2.8% | 0.296% | |
7/11/2024 | CMH Wealth Management LLC | 17,355 | $4.29M | 1.1% | -0.4% | 0.087% | |
7/11/2024 | Cherrydale Wealth Management LLC | 30,987 | $7.63M | 3.3% | +14.3% | 0.155% | |
7/10/2024 | PFW Advisors LLC | 10,556 | $2.60M | 0.8% | -0.9% | 0.053% | |
7/9/2024 | Fulton Bank N.A. | 1,244 | $306K | 0.0% | N/A | 0.006% | |
7/9/2024 | Mather Group LLC. | 2,884 | $687K | 0.0% | +197.3% | 0.014% | |
7/2/2024 | M&R Capital Management Inc. | 330 | $81K | 0.0% | -31.3% | 0.002% | |
5/24/2024 | Cetera Advisors LLC | 22,470 | $5.36M | 0.0% | +7.4% | 0.113% | |
5/24/2024 | Cetera Investment Advisers | 51,155 | $12.19M | 0.0% | N/A | 0.258% | |
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5/21/2024 | Atria Investments Inc | 4,506 | $1.07M | 0.0% | -12.8% | 0.023% | |
5/17/2024 | Citizens Financial Group Inc. RI | 1,133 | $270K | 0.0% | N/A | 0.006% | |
5/17/2024 | Comerica Bank | 30,316 | $7.23M | 0.0% | +2.7% | 0.153% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 10,126 | $2.41M | 0.1% | +14.9% | 0.051% | |
5/16/2024 | Waverly Advisors LLC | 350,980 | $83.65M | 2.0% | +24.3% | 1.768% | |
5/15/2024 | Wick Capital Partners LLC | 3,378 | $805K | 0.8% | -5.6% | 0.017% | |
5/14/2024 | Delap Wealth Advisory LLC | 1,130 | $269K | 0.1% | -50.0% | 0.006% | |
5/14/2024 | Pitcairn Co. | 1,107 | $264K | 0.0% | N/A | 0.006% | |
5/13/2024 | Hilltop Partners LLC | 276,617 | $65.92M | 23.6% | +30.8% | 1.394% | |
5/13/2024 | Ameritas Investment Partners Inc. | 3,024 | $721K | 0.0% | -3.8% | 0.015% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 107,165 | $25.54M | 1.1% | -1.7% | 0.540% | |
5/10/2024 | TIAA Trust National Association | 1,042 | $248K | 0.0% | -24.0% | 0.005% | |
5/10/2024 | Vanguard Group Inc. | 34,303 | $8.18M | 0.0% | +3.5% | 0.173% | |
5/9/2024 | SageView Advisory Group LLC | 10,520 | $2.51M | 0.1% | +50.8% | 0.053% | |
5/9/2024 | Endowment Wealth Management Inc. | 10,968 | $2.61M | 2.0% | +18.6% | 0.055% | |
5/8/2024 | Cozad Asset Management Inc. | 35,124 | $8.37M | 0.9% | -1.2% | 0.177% | |
5/8/2024 | MAI Capital Management | 126,067 | $30.04M | 0.3% | +8.3% | 0.635% | |
5/8/2024 | Bleakley Financial Group LLC | 7,137 | $1.70M | 0.0% | +10.4% | 0.036% | |
5/8/2024 | Avantax Advisory Services Inc. | 23,963 | $5.71M | 0.1% | +1.1% | 0.121% | |
5/7/2024 | Anson Capital Inc. | 11,566 | $2.76M | 4.0% | -2.5% | 0.058% | |
5/7/2024 | Wealthspire Advisors LLC | 5,362 | $1.28M | 0.0% | +9.5% | 0.027% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 15,355 | $3.66M | 0.0% | +7.8% | 0.077% | |
5/4/2024 | Geneos Wealth Management Inc. | 145 | $35K | 0.0% | N/A | 0.001% | |
5/2/2024 | Goelzer Investment Management Inc. | 1,389 | $331K | 0.0% | -6.8% | 0.007% | |
5/2/2024 | Choreo LLC | 30,582 | $7.29M | 0.2% | +42.4% | 0.154% | |
5/1/2024 | Daido Life Insurance Co. | 372,383 | $88.75M | 9.4% | -23.1% | 1.876% | |
5/1/2024 | Sequoia Financial Advisors LLC | 4,037 | $962K | 0.0% | -21.8% | 0.020% | |
4/30/2024 | Private Advisor Group LLC | 2,140 | $510K | 0.0% | -3.4% | 0.011% | |
4/29/2024 | Commonwealth Equity Services LLC | 17,318 | $4.13M | 0.0% | -25.5% | 0.087% | |
4/29/2024 | American Capital Advisory LLC | 5,519 | $1.32M | 1.0% | +207.0% | 0.028% | |
4/27/2024 | Vigilare Wealth Management | 18,634 | $4.44M | 2.2% | -42.3% | 0.094% | |
4/27/2024 | Nadler Financial Group Inc. | 8,685 | $2.07M | 0.3% | +17.0% | 0.044% | |
4/26/2024 | Opus Capital Group LLC | 58,588 | $13.96M | 2.0% | -6.5% | 0.295% | |
4/26/2024 | Brown Financial Advisory | 12,597 | $3.00M | 2.3% | -3.8% | 0.063% | |
4/25/2024 | Capital Investment Advisory Services LLC | 1,306 | $311K | 0.0% | +4.7% | 0.007% | |
4/25/2024 | Aaron Wealth Advisors LLC | 25,227 | $6.01M | 0.9% | +6.3% | 0.127% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 6,854 | $1.63M | 0.0% | +30.4% | 0.035% | |
4/24/2024 | Zhang Financial LLC | 15,467 | $3.69M | 0.3% | +17.9% | 0.078% | |
4/24/2024 | Landmark Wealth Management LLC | 5,821 | $1.39M | 0.6% | -5.8% | 0.029% | |
4/24/2024 | Simplicity Wealth LLC | 7,137 | $1.70M | 0.0% | N/A | 0.036% | |
4/23/2024 | Global Retirement Partners LLC | 39,744 | $9.47M | 0.4% | +10.6% | 0.200% | |
4/23/2024 | Arbor Investment Advisors LLC | 56,165 | $13.39M | 2.0% | +6.5% | 0.283% | |
4/23/2024 | Spectrum Asset Management Inc. NB CA | 9,204 | $2.19M | 0.9% | -75.3% | 0.046% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 177,091 | $42.20M | 0.1% | +46.1% | 0.892% | |
4/22/2024 | Strategic Financial Concepts LLC | 4,874 | $1.16M | 0.3% | -1.3% | 0.025% | |
4/22/2024 | Parsons Capital Management Inc. RI | 2,790 | $665K | 0.0% | +26.0% | 0.014% | |
4/22/2024 | Raymond James & Associates | 162,362 | $38.69M | 0.0% | -4.9% | 0.818% | |
4/22/2024 | Stegner Investment Associates Inc. | 62,283 | $14.84M | 10.9% | +0.3% | 0.314% | |
4/18/2024 | Sherrill & Hutchins Financial Advisory Inc | 183,903 | $43.83M | 39.9% | -2.1% | 0.926% | |
4/16/2024 | Thrive Wealth Management LLC | 34,091 | $8.13M | 1.7% | -7.2% | 0.172% | |
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4/16/2024 | Wealth Enhancement Advisory Services LLC | 110,296 | $26.29M | 0.1% | -1.3% | 0.556% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 9,228 | $2.20M | 0.1% | -4.9% | 0.046% | |
4/15/2024 | Lpwm LLC | 19,638 | $4.60M | 1.7% | +4.1% | 0.099% | |
4/13/2024 | Inspirion Wealth Advisors LLC | 887 | $211K | 0.0% | N/A | 0.004% | |
4/12/2024 | Flower City Capital | 193,243 | $46.05M | 30.6% | +11.8% | 0.974% | |
4/12/2024 | Austin Private Wealth LLC | 330,064 | $78.03M | 9.0% | -5.6% | 1.663% | |
4/12/2024 | Nova R Wealth Inc. | 18,446 | $4.40M | 2.3% | +6.4% | 0.093% | |
4/12/2024 | CMH Wealth Management LLC | 17,420 | $4.15M | 1.1% | -2.0% | 0.088% | |
4/12/2024 | AdvisorNet Financial Inc | 4,684 | $1.12M | 0.1% | +40.8% | 0.024% | |
4/12/2024 | Cherrydale Wealth Management LLC | 27,116 | $6.46M | 3.0% | +66.3% | 0.137% | |