7/26/2024 | Checchi Capital Advisers LLC | 235,943 | $11.32M | 0.6% | +0.4% | 0.131% | |
7/26/2024 | Harbour Investments Inc. | 12,748 | $612K | 0.0% | +43.0% | 0.007% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 4,354 | $209K | 0.0% | N/A | 0.002% | |
7/26/2024 | Atomi Financial Group Inc. | 13,842 | $664K | 0.0% | +9.6% | 0.008% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 245,875 | $11.80M | 0.0% | +7.0% | 0.137% | |
7/26/2024 | Dearborn Partners LLC | 27,660 | $1.33M | 0.1% | -1.9% | 0.015% | |
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7/26/2024 | Sierra Capital LLC | 49,972 | $2.40M | 0.3% | +11.7% | 0.028% | |
7/26/2024 | Hyman Charles D | 14,885 | $714K | 0.0% | -4.0% | 0.008% | |
7/26/2024 | Bank of New York Mellon Corp | 7,285 | $350K | 0.0% | +6.3% | 0.004% | |
7/26/2024 | Rational Advisors LLC | 1,281,676 | $61.50M | 6.0% | -6.5% | 0.713% | |
7/26/2024 | Proficio Capital Partners LLC | 360,049 | $17.28M | 1.8% | +1.8% | 0.200% | |
7/25/2024 | Easterly Investment Partners LLC | 36,618 | $1.76M | 0.2% | -21.5% | 0.020% | |
7/25/2024 | Highland Capital Management LLC | 18,799 | $902K | 0.1% | +2.7% | 0.010% | |
7/25/2024 | Capital Advisors Ltd. LLC | 18,337 | $880K | 0.1% | +1.4% | 0.010% | |
7/25/2024 | Clear Creek Financial Management LLC | 4,993 | $240K | 0.0% | +9.2% | 0.003% | |
7/24/2024 | White Pine Investment CO | 88,805 | $4.26M | 1.3% | +3.2% | 0.049% | |
7/24/2024 | Premier Path Wealth Partners LLC | 4,338 | $208K | 0.0% | -15.2% | 0.002% | |
7/24/2024 | &PARTNERS | 5,666 | $272K | 0.0% | N/A | 0.003% | |
7/23/2024 | PSI Advisors LLC | 3,104 | $149K | 0.0% | -20.8% | 0.002% | |
7/23/2024 | Griffin Asset Management Inc. | 47,820 | $2.29M | 0.3% | +55.8% | 0.027% | |
7/23/2024 | Madison Park Capital Advisors LLC | 144,581 | $6.94M | 5.8% | +6.2% | 0.080% | |
7/23/2024 | Granite Group Advisors LLC | 27,708 | $1.33M | 1.0% | -1.4% | 0.015% | |
7/23/2024 | Stableford Capital II LLC | 4,950 | $242K | 0.1% | +6.6% | 0.003% | |
7/22/2024 | Atria Wealth Solutions Inc. | 55,339 | $2.66M | 0.0% | +23.3% | 0.031% | |
7/22/2024 | Fifth Third Bancorp | 3,145 | $151K | 0.0% | -29.2% | 0.002% | |
7/22/2024 | Investment Planning Advisors Inc. | 6,891 | $331K | 0.2% | N/A | 0.004% | |
7/22/2024 | Krilogy Financial LLC | 19,444 | $933K | 0.1% | +12.3% | 0.011% | |
7/22/2024 | Focus Financial Network Inc. | 12,433 | $607K | 0.0% | +10.4% | 0.007% | |
7/22/2024 | Mayfair Advisory Group LLC | 4,973 | $241K | 0.2% | N/A | 0.003% | |
7/22/2024 | Herbst Group LLC | 103,953 | $4.99M | 3.0% | -3.5% | 0.058% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 970,811 | $46.58M | 0.1% | +7.7% | 0.540% | |
7/20/2024 | Apollon Wealth Management LLC | 74,193 | $3.56M | 0.1% | +2.1% | 0.041% | |
7/19/2024 | Raymond James & Associates | 1,036,845 | $49.75M | 0.0% | -27.9% | 0.576% | |
7/19/2024 | Allen Wealth Management LLC | 318,725 | $15.29M | 13.6% | +1.4% | 0.177% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 1,027,043 | $49.28M | 0.0% | -3.8% | 0.571% | |
7/18/2024 | Saxon Interests Inc. | 24,524 | $1.18M | 0.6% | +2.2% | 0.014% | |
7/18/2024 | Brookstone Capital Management | 30,217 | $1.48M | 0.0% | -19.4% | 0.017% | |
7/18/2024 | Blue Trust Inc. | 11,201 | $532K | 0.0% | +62.0% | 0.006% | |
7/18/2024 | Pure Financial Advisors LLC | 27,259 | $1.31M | 0.0% | +2.1% | 0.015% | |
7/18/2024 | Silver Lake Advisory LLC | 4,912 | $236K | 0.0% | N/A | 0.003% | |
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7/17/2024 | Atticus Wealth Management LLC | 1,948 | $93K | 0.0% | +21.8% | 0.001% | |
7/17/2024 | Mattern Wealth Management LLC | 5,700 | $273K | 0.1% | N/A | 0.003% | |
7/17/2024 | First PREMIER Bank | 26,222 | $1.26M | 0.3% | -1.3% | 0.015% | |
7/17/2024 | Aurora Private Wealth Inc. | 29,265 | $1.40M | 1.2% | +0.7% | 0.016% | |
7/17/2024 | Ballew Advisors Inc | 9,980 | $486K | 0.3% | +6.4% | 0.006% | |
7/17/2024 | Provident Wealth Management LLC | 18,434 | $884K | 0.3% | -24.8% | 0.010% | |
7/17/2024 | SteelPeak Wealth LLC | 14,331 | $688K | 0.0% | +181.7% | 0.008% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 27,945 | $1.34M | 0.0% | +78.3% | 0.016% | |
7/16/2024 | Shikiar Asset Management Inc. | 185,505 | $8.90M | 2.4% | +14.8% | 0.103% | |
7/16/2024 | ORG Partners LLC | 6,686 | $322K | 0.0% | N/A | 0.004% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 324,747 | $15.58M | 0.0% | +14.9% | 0.181% | |
7/16/2024 | Burke & Herbert Bank & Trust Co. | 14,585 | $700K | 0.2% | N/A | 0.008% | |
7/16/2024 | Searcy Financial Services Inc. ADV | 321,083 | $15.41M | 7.7% | +0.9% | 0.178% | |
7/16/2024 | LVW Advisors LLC | 7,355 | $353K | 0.1% | +32.4% | 0.004% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 14,711 | $706K | 0.0% | +22.2% | 0.008% | |
7/15/2024 | Fifth Third Securities Inc. | 199,161 | $9.56M | 0.9% | -6.2% | 0.111% | |
7/15/2024 | S. R. Schill & Associates | 24,401 | $1.17M | 0.5% | -65.1% | 0.014% | |
7/15/2024 | Vigilare Wealth Management | 17,804 | $854K | 0.4% | +4.1% | 0.010% | |
7/13/2024 | Retirement Planning Group LLC | 7,612 | $365K | 0.0% | +24.3% | 0.004% | |
7/12/2024 | Hexagon Capital Partners LLC | 1,419 | $68K | 0.0% | -38.8% | 0.001% | |
7/12/2024 | Optimum Investment Advisors | 1,400 | $67K | 0.0% | +40.0% | 0.001% | |
7/12/2024 | Southland Equity Partners LLC | 4,252 | $204K | 0.1% | N/A | 0.002% | |
7/12/2024 | Baldwin Brothers LLC MA | 261,553 | $12.55M | 1.0% | -12.8% | 0.145% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 73,058 | $3.51M | 0.1% | +8.3% | 0.041% | |
7/11/2024 | Global Trust Asset Management LLC | 7,120 | $342K | 0.1% | +12.1% | 0.004% | |
7/11/2024 | Wesbanco Bank Inc. | 5,056 | $243K | 0.0% | -7.3% | 0.003% | |
7/11/2024 | Salem Investment Counselors Inc. | 67,063 | $3.22M | 0.1% | +9.9% | 0.037% | |
7/10/2024 | Aprio Wealth Management LLC | 37,636 | $1.81M | 0.3% | +81.1% | 0.021% | |
7/10/2024 | RDA Financial Network | 5,677 | $272K | 0.1% | +4.6% | 0.003% | |
7/10/2024 | CWM LLC | 12,224 | $587K | 0.0% | -7.3% | 0.007% | |
7/9/2024 | Park Avenue Securities LLC | 20,517 | $984K | 0.0% | -3.8% | 0.011% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 23,237 | $1.12M | 0.1% | +130.0% | 0.013% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 1,120 | $54K | 0.0% | -87.4% | 0.001% | |
7/2/2024 | Transcend Capital Advisors LLC | 99,364 | $4.77M | 0.3% | +21.9% | 0.055% | |
6/28/2024 | HFG Wealth Management LLC | 29,581 | $1.40M | 0.8% | -95.3% | 0.016% | |
6/10/2024 | Hamilton Wealth LLC | 10,982 | $521K | 0.2% | +90.0% | 0.006% | |
6/6/2024 | Westwood Holdings Group Inc. | 16,844 | $799K | 0.0% | +32.5% | 0.009% | |
5/24/2024 | Cetera Advisors LLC | 185,688 | $8.81M | 0.1% | +40.1% | 0.103% | |
5/24/2024 | Cetera Investment Advisers | 442,029 | $20.98M | 0.0% | +470.3% | 0.246% | |
5/24/2024 | Invst LLC | 9,202 | $437K | 0.1% | -16.1% | 0.005% | |
5/20/2024 | Bullseye Investment Management LLC | 174,321 | $8.27M | 4.8% | -1.3% | 0.097% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 62,875 | $2.98M | 0.3% | +334.1% | 0.035% | |
5/17/2024 | Comerica Bank | 91,812 | $4.36M | 0.0% | -4.7% | 0.051% | |
5/17/2024 | Hancock Whitney Corp | 48,621 | $2.31M | 0.1% | -30.6% | 0.027% | |
5/17/2024 | Creekmur Asset Management LLC | 2,057 | $98K | 0.0% | -52.9% | 0.001% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 65,719 | $3.12M | 0.1% | +33.1% | 0.037% | |
5/16/2024 | IronBridge Private Wealth LLC | 250,051 | $11.87M | 4.9% | +7.1% | 0.139% | |
5/16/2024 | Captrust Financial Advisors | 457,213 | $21.70M | 0.1% | -0.9% | 0.254% | |
5/15/2024 | BOKF NA | 11,445 | $544K | 0.0% | +23.8% | 0.006% | |
5/15/2024 | 1832 Asset Management L.P. | 1,912,850 | $90.78M | 0.1% | +58.2% | 1.063% | |
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5/14/2024 | Westwood Holdings Group Inc. | 16,844 | $799K | 0.0% | +32.5% | 0.009% | |
5/14/2024 | Stamos Capital Partners L.P. | 26,430 | $1.25M | 0.3% | -6.3% | 0.015% | |
5/14/2024 | Axxcess Wealth Management LLC | 47,035 | $2.23M | 0.1% | +9.4% | 0.026% | |
5/14/2024 | EP Wealth Advisors LLC | 4,810 | $228K | 0.0% | N/A | 0.003% | |
5/14/2024 | Freestone Capital Holdings LLC | 52,399 | $2.49M | 0.1% | +0.8% | 0.029% | |
5/14/2024 | CreativeOne Wealth LLC | 4,221 | $200K | 0.0% | -11.1% | 0.002% | |
5/14/2024 | Sculati Wealth Management LLC | 59,447 | $2.82M | 1.2% | +1.6% | 0.033% | |
5/14/2024 | Northwest Wealth Management LLC | 11,562 | $549K | 0.2% | -16.5% | 0.006% | |
5/14/2024 | Elgethun Capital Management | 159,631 | $7.58M | 1.9% | -0.7% | 0.089% | |
5/14/2024 | InterOcean Capital Group LLC | 17,465 | $829K | 0.0% | +14.5% | 0.010% | |