4/26/2024 | Mesirow Financial Investment Management Inc. | 179,937 | $15.60M | 0.4% | N/A | 0.081% | |
4/25/2024 | One Day In July LLC | 33,641 | $2.92M | 0.4% | -3.8% | 0.015% | |
4/25/2024 | Equitable Trust Co. | 2,312 | $200K | 0.0% | N/A | 0.001% | |
4/25/2024 | Aaron Wealth Advisors LLC | 615,626 | $53.36M | 7.6% | +2.1% | 0.277% | |
4/25/2024 | WestHill Financial Advisors Inc. | 678,435 | $58.80M | 14.5% | -2.8% | 0.305% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 152,453 | $13.21M | 0.1% | +22.1% | 0.069% | |
|
4/24/2024 | Private Trust Co. NA | 9,154 | $793K | 0.1% | -30.0% | 0.004% | |
4/24/2024 | 1900 Wealth Management LLC | 6,239 | $541K | 0.0% | -20.0% | 0.003% | |
4/24/2024 | Pegasus Partners Ltd. | 285,104 | $24.71M | 2.6% | -1.6% | 0.128% | |
4/24/2024 | Premier Path Wealth Partners LLC | 2,642 | $229K | 0.0% | -69.6% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 6,036 | $523K | 0.0% | N/A | 0.003% | |
4/24/2024 | Spire Wealth Management | 662 | $57K | 0.0% | -83.4% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 179,558 | $15.56M | 0.6% | -5.0% | 0.081% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 3,397 | $294K | 0.0% | +4.9% | 0.002% | |
4/23/2024 | Fifth Third Bancorp | 333,740 | $28.93M | 0.1% | +21.4% | 0.150% | |
4/23/2024 | McAdam LLC | 11,674 | $1.01M | 0.1% | -4.3% | 0.005% | |
4/23/2024 | Petra Financial Advisors Inc. | 6,151 | $533K | 0.4% | +2.1% | 0.003% | |
4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 3,333 | $274K | 0.0% | -12.5% | 0.001% | |
4/23/2024 | Strategic Blueprint LLC | 2,432 | $211K | 0.0% | N/A | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,440,782 | $124.87M | 0.2% | -1.8% | 0.648% | |
4/22/2024 | Raymond James & Associates | 734,519 | $63.66M | 0.0% | +14.7% | 0.331% | |
4/20/2024 | Mezzasalma Advisors LLC | 18,031 | $1.56M | 0.7% | +375.3% | 0.008% | |
4/19/2024 | ZRC Wealth Management LLC | 11,834 | $1.03M | 0.5% | N/A | 0.005% | |
4/19/2024 | Fluent Financial LLC | 39,993 | $3.47M | 1.9% | -2.5% | 0.018% | |
4/19/2024 | Santori & Peters Inc. | 9,271 | $804K | 0.3% | +3.1% | 0.004% | |
4/18/2024 | Verum Partners LLC | 18,987 | $1.65M | 0.6% | -30.5% | 0.009% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 3,241 | $281K | 0.0% | -44.7% | 0.001% | |
4/18/2024 | Steele Capital Management Inc. | 267,437 | $23.18M | 1.3% | +4.1% | 0.120% | |
4/18/2024 | Congress Wealth Management LLC DE | 595,154 | $51.58M | 0.9% | +0.4% | 0.268% | |
4/18/2024 | HFG Advisors Inc. | 3,298 | $286K | 0.3% | -12.9% | 0.001% | |
4/18/2024 | Golden Road Advisors LLC | 44,407 | $3.85M | 3.2% | +0.6% | 0.020% | |
4/18/2024 | Diversified Trust Co | 6,541 | $567K | 0.0% | -3.3% | 0.003% | |
4/18/2024 | Fifth Third Securities Inc. | 133,103 | $11.54M | 1.1% | -1.7% | 0.060% | |
4/18/2024 | LVW Advisors LLC | 462,118 | $40.05M | 6.8% | -10.0% | 0.208% | |
4/17/2024 | Trilogy Capital Inc. | 2,942 | $255K | 0.0% | -40.5% | 0.001% | |
4/16/2024 | Trust Co. of Virginia VA | 22,471 | $1.95M | 0.2% | +0.9% | 0.010% | |
4/16/2024 | Webster Bank N. A. | 16,693 | $1.45M | 0.2% | +93.5% | 0.008% | |
4/16/2024 | Financial Management Professionals Inc. | 487 | $42K | 0.0% | N/A | 0.000% | |
4/16/2024 | Atlantic Union Bankshares Corp | 17,988 | $1.56M | 0.1% | +13.7% | 0.008% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 398,397 | $34.53M | 0.1% | +9.4% | 0.179% | |
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4/16/2024 | Procyon Advisors LLC | 114,604 | $9.93M | 0.8% | N/A | 0.052% | |
4/16/2024 | ERn Financial LLC | 57,268 | $4.96M | 0.9% | -0.9% | 0.026% | |
4/15/2024 | Janiczek Wealth Management LLC | 2,694 | $233K | 0.0% | N/A | 0.001% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 28,854 | $2.50M | 0.1% | +25.4% | 0.013% | |
4/15/2024 | DGS Capital Management LLC | 2,436 | $211K | 0.1% | N/A | 0.001% | |
4/15/2024 | Cascade Wealth Advisors Inc | 90,255 | $7.73M | 6.6% | N/A | 0.041% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 5,222 | $453K | 0.2% | N/A | 0.002% | |
4/15/2024 | Sovereign Financial Group Inc. | 3,340 | $289K | 0.1% | N/A | 0.002% | |
4/15/2024 | Brookstone Capital Management | 2,342 | $203K | 0.0% | -36.0% | 0.001% | |
4/15/2024 | Lpwm LLC | 659,508 | $56.46M | 20.7% | +0.7% | 0.297% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 8,789 | $762K | 0.1% | +116.8% | 0.004% | |
4/12/2024 | Charles Schwab Trust Co | 4,101 | $355K | 0.0% | N/A | 0.002% | |
4/12/2024 | Capital Planning LLC | 5,480 | $475K | 0.2% | +3.1% | 0.002% | |
4/12/2024 | Perkins Coie Trust Co | 193,720 | $16.79M | 3.9% | +8.1% | 0.087% | |
4/12/2024 | Global Trust Asset Management LLC | 3,615 | $313K | 0.1% | +185.8% | 0.002% | |
4/12/2024 | Steph & Co. | 24,510 | $2.12M | 0.7% | -4.3% | 0.011% | |
4/11/2024 | Royal Fund Management LLC | 110,148 | $9.55M | 0.9% | +0.7% | 0.050% | |
4/11/2024 | SignalPoint Asset Management LLC | 6,206 | $538K | 0.1% | +5.3% | 0.003% | |
4/11/2024 | RFG Advisory LLC | 17,766 | $1.54M | 0.1% | N/A | 0.008% | |
4/10/2024 | Marcum Wealth LLC | 11,211 | $972K | 0.1% | -5.9% | 0.005% | |
4/10/2024 | Park Avenue Securities LLC | 14,761 | $1.28M | 0.0% | +70.2% | 0.007% | |
4/10/2024 | SOA Wealth Advisors LLC. | 506 | $44K | 0.0% | N/A | 0.000% | |
4/10/2024 | Wedmont Private Capital | 26,187 | $2.26M | 0.2% | -5.3% | 0.012% | |
4/10/2024 | Thomasville National Bank | 17,705 | $1.53M | 0.1% | +1.6% | 0.008% | |
4/10/2024 | Safeguard Financial LLC | 11,109 | $963K | 0.3% | -2.0% | 0.005% | |
4/9/2024 | Deane Retirement Strategies Inc. | 296 | $26K | 0.0% | N/A | 0.000% | |
4/8/2024 | Mid American Wealth Advisory Group Inc. | 2,767 | $240K | 0.2% | -25.9% | 0.001% | |
4/5/2024 | First Hawaiian Bank | 788,084 | $68.30M | 2.1% | -5.6% | 0.354% | |
4/2/2024 | LBJ Family Wealth Advisors Ltd. | 13,648 | $1.18M | 0.8% | +1.6% | 0.006% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 1,330 | $104K | 0.1% | -15.4% | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,076,077 | $83.96M | 0.1% | +2.4% | 0.490% | |
3/19/2024 | M3 Advisory Group LLC | 25,662 | $2.00M | 2.3% | N/A | 0.012% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 33,674 | $2.63M | 0.1% | +7.9% | 0.015% | |
3/14/2024 | Golden Road Advisors LLC | 44,123 | $3.44M | 3.3% | N/A | 0.020% | |
3/8/2024 | ICA Group Wealth Management LLC | 40,428 | $3.15M | 0.7% | +40.4% | 0.018% | |
3/5/2024 | Fisher Asset Management LLC | 12,333 | $962K | 0.0% | +87.2% | 0.006% | |
3/1/2024 | ARK & TLK Investments LLC | 4,428 | $345K | 0.1% | N/A | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 467,872 | $36.50M | 0.0% | +13.4% | 0.213% | |
3/1/2024 | Pineridge Advisors LLC | 1,105 | $86K | 0.0% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 2,540 | $198K | 0.0% | +55.3% | 0.001% | |
2/26/2024 | Centaurus Financial Inc. | 3,741 | $292K | 0.0% | -4.0% | 0.002% | |
2/23/2024 | Chicago Partners Investment Group LLC | 26,013 | $2.11M | 0.1% | -3.0% | 0.012% | |
2/22/2024 | Scarborough Advisors LLC | 2,596 | $203K | 0.0% | N/A | 0.001% | |
2/20/2024 | Polen Capital Management LLC | 33,266 | $2.60M | 0.0% | N/A | 0.015% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 3,935 | $307K | 0.3% | N/A | 0.002% | |
2/16/2024 | Wealthquest Corp | 1,364,121 | $106.43M | 11.7% | -1.3% | 0.622% | |
2/15/2024 | Freedom Investment Management Inc. | 38,449 | $3M | 0.2% | +11.8% | 0.018% | |
2/15/2024 | Comerica Bank | 794,843 | $62.01M | 0.3% | -1.2% | 0.362% | |
2/14/2024 | Continuum Advisory LLC | 33,475 | $2.61M | 0.4% | +14.0% | 0.015% | |
2/14/2024 | VitalStone Financial LLC | 872 | $68K | 0.1% | +103.7% | 0.000% | |
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2/14/2024 | Retirement Capital Strategies | 49,794 | $3.89M | 1.7% | N/A | 0.023% | |
2/14/2024 | SWAN Capital LLC | 232,196 | $18.12M | 11.4% | +7.6% | 0.106% | |
2/14/2024 | Traction Financial Partners LLC | 3,325 | $259K | 0.2% | N/A | 0.002% | |
2/13/2024 | Lokken Investment Group LLC | 6,267 | $489K | 0.3% | +12.8% | 0.003% | |
2/13/2024 | Envestnet Asset Management Inc. | 3,842,048 | $299.76M | 0.1% | -1.0% | 1.751% | |
2/13/2024 | Stephens Inc. AR | 61,602 | $4.81M | 0.1% | +1,947.9% | 0.028% | |
2/13/2024 | Cetera Advisor Networks LLC | 304,979 | $23.79M | 0.1% | +31.4% | 0.139% | |
2/13/2024 | Per Stirling Capital Management LLC. | 2,919 | $228K | 0.0% | N/A | 0.001% | |
2/13/2024 | Edge Capital Group LLC | 190,316 | $14.85M | 0.8% | N/A | 0.087% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 4,949 | $386K | 0.0% | -68.0% | 0.002% | |