5/9/2024 | Blair William & Co. IL | 16,724 | $1.18M | 0.0% | -13.2% | 0.097% | |
5/9/2024 | Clearwater Capital Advisors LLC | 19,947 | $1.41M | 0.2% | -2.6% | 0.115% | |
5/8/2024 | Avantax Advisory Services Inc. | 42,348 | $3.00M | 0.0% | +9.5% | 0.245% | |
5/7/2024 | Verus Capital Partners LLC | 16,321 | $1.15M | 0.1% | +4.7% | 0.094% | |
5/1/2024 | Connecticut Wealth Management LLC | 278,166 | $19.67M | 1.0% | -0.2% | 1.608% | |
4/30/2024 | Private Advisor Group LLC | 17,293 | $1.22M | 0.0% | -18.2% | 0.100% | |
|
4/29/2024 | Commonwealth Equity Services LLC | 43,400 | $3.07M | 0.0% | -0.8% | 0.251% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 54,679 | $3.87M | 0.0% | +0.4% | 0.316% | |
4/23/2024 | KLR Investment Advisors LLC | 20,528 | $1.40M | 1.0% | -14.3% | 0.119% | |
4/23/2024 | Revisor Wealth Management LLC | 10,528 | $714K | 0.3% | N/A | 0.061% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 151,480 | $10.71M | 0.0% | +14.9% | 0.876% | |
4/19/2024 | Arvest Investments Inc. | 31,597 | $2.24M | 0.4% | -13.7% | 0.183% | |
4/18/2024 | Bridgewealth Advisory Group LLC | 3,512 | $248K | 0.1% | -42.8% | 0.020% | |
4/18/2024 | Claro Advisors LLC | 12,993 | $919K | 0.2% | -20.7% | 0.074% | |
4/18/2024 | MGO Private Wealth LLC | 20,292 | $1.44M | 0.9% | -7.9% | 0.116% | |
4/17/2024 | Sandy Cove Advisors LLC | 6,372 | $451K | 0.2% | -3.7% | 0.036% | |
4/15/2024 | Brookstone Capital Management | 37,229 | $2.63M | 0.0% | -22.3% | 0.213% | |
4/15/2024 | Sunbelt Securities Inc. | 13,094 | $926K | 0.1% | -25.0% | 0.075% | |
4/10/2024 | Park Avenue Securities LLC | 8,951 | $633K | 0.0% | -3.9% | 0.051% | |
4/10/2024 | Signal Advisors Wealth LLC | 5,214 | $369K | 0.1% | -12.3% | 0.030% | |
4/5/2024 | NBC Securities Inc. | 14,169 | $1.11M | 0.1% | +60.5% | 0.081% | |
4/4/2024 | Moseley Investment Management Inc. | 3,020 | $214K | 0.1% | -57.5% | 0.017% | |
3/26/2024 | Fairman Group LLC | 484 | $32K | 0.0% | N/A | 0.003% | |
3/8/2024 | ICA Group Wealth Management LLC | 4,789 | $313K | 0.1% | -11.1% | 0.027% | |
3/6/2024 | SageView Advisory Group LLC | 3,405 | $227K | 0.0% | -34.8% | 0.019% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 13,293 | $869K | 0.6% | -3.8% | 0.076% | |
2/13/2024 | Cetera Advisor Networks LLC | 204,979 | $13.40M | 0.1% | -2.9% | 1.171% | |
2/13/2024 | Essential Planning LLC. | 5,136 | $336K | 0.2% | -4.9% | 0.029% | |
2/13/2024 | Pinnacle Financial Group LLC IL | 293,385 | $19.18M | 9.8% | -4.8% | 1.676% | |
2/12/2024 | Lcnb Corp | 26,246 | $1.72M | 0.7% | -3.5% | 0.150% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 48,036 | $3.14M | 0.0% | +0.9% | 0.274% | |
2/12/2024 | Alta Wealth Advisors LLC | 8,009 | $524K | 0.3% | -23.1% | 0.046% | |
2/12/2024 | Parallel Advisors LLC | 752 | $49K | 0.0% | -27.2% | 0.004% | |
2/9/2024 | SageView Advisory Group LLC | 3,405 | $227K | 0.0% | -34.8% | 0.019% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 54,441 | $3.56M | 0.0% | -0.9% | 0.311% | |
2/9/2024 | Certified Advisory Corp | 35,053 | $2.29M | 0.3% | -1.1% | 0.200% | |
2/9/2024 | Corient Private Wealth LLC | 45,169 | $2.95M | 0.0% | +17.4% | 0.258% | |
2/9/2024 | Wells Fargo & Company MN | 375,880 | $24.58M | 0.0% | -3.7% | 2.148% | |
2/9/2024 | UBS Group AG | 104,811 | $6.85M | 0.0% | +5.9% | 0.599% | |
2/8/2024 | Beacon Pointe Advisors LLC | 5,860 | $383K | 0.0% | -4.5% | 0.033% | |
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2/8/2024 | KLR Investment Advisors LLC | 23,958 | $1.57M | 1.1% | +7.2% | 0.137% | |
2/7/2024 | Avantax Advisory Services Inc. | 38,677 | $2.53M | 0.0% | +38.9% | 0.221% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 5,943 | $389K | 0.0% | -7.9% | 0.034% | |
2/7/2024 | NBC Securities Inc. | 8,829 | $577K | 0.1% | +136.4% | 0.050% | |
2/7/2024 | Rooted Wealth Advisors Inc. | 13,219 | $839K | 0.4% | +62.0% | 0.076% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 3,360 | $218K | 0.0% | +37.5% | 0.019% | |
2/7/2024 | Sonata Capital Group Inc. | 19,308 | $1.26M | 0.6% | +3.7% | 0.110% | |
2/6/2024 | Crestone Asset Management LLC | 4,423 | $289K | 0.1% | +10.6% | 0.025% | |
2/6/2024 | Blue Barn Wealth LLC | 3,154 | $206K | 0.1% | N/A | 0.018% | |
2/6/2024 | Private Advisor Group LLC | 21,129 | $1.38M | 0.0% | -5.3% | 0.121% | |
2/6/2024 | Connecticut Wealth Management LLC | 278,597 | $18.22M | 1.0% | -1.4% | 1.592% | |
2/6/2024 | Great Valley Advisor Group Inc. | 7,133 | $466K | 0.0% | N/A | 0.041% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 3,360 | $218K | 0.1% | +37.5% | 0.019% | |
2/5/2024 | Bridgewealth Advisory Group LLC | 6,143 | $402K | 0.3% | -36.0% | 0.035% | |
2/5/2024 | MGO Private Wealth LLC | 22,025 | $1.44M | 1.0% | +0.9% | 0.126% | |
2/2/2024 | Atria Wealth Solutions Inc. | 16,510 | $1.08M | 0.0% | +8.1% | 0.094% | |
2/1/2024 | Element Wealth LLC | 457 | $30K | 0.0% | N/A | 0.003% | |
2/1/2024 | CWM LLC | 2,355 | $154K | 0.0% | +28.2% | 0.013% | |
2/1/2024 | Obsidian Personal Planning Solutions LLC | 4,709 | $308K | 0.2% | -6.0% | 0.027% | |
2/1/2024 | Gradient Capital Advisors LLC | 6,336 | $414K | 0.2% | -17.6% | 0.036% | |
1/31/2024 | Institute for Wealth Management LLC. | 11,793 | $771K | 0.1% | -2.0% | 0.067% | |
1/31/2024 | Cutler Investment Counsel LLC | 9,413 | $615K | 0.1% | -2.3% | 0.054% | |
1/29/2024 | Consolidated Portfolio Review Corp | 8,123 | $531K | 0.1% | -62.5% | 0.046% | |
1/26/2024 | Cerity Partners LLC | 5,924 | $388K | 0.0% | +37.0% | 0.034% | |
1/26/2024 | Sequoia Financial Advisors LLC | 4,654 | $304K | 0.0% | N/A | 0.027% | |
1/24/2024 | Stratos Wealth Partners LTD. | 19,117 | $1.25M | 0.0% | +10.1% | 0.109% | |
1/24/2024 | Arvest Trust Co. N A | 33,954 | $2.22M | 0.1% | -5.1% | 0.194% | |
1/24/2024 | Arvest Investments Inc. | 36,595 | $2.39M | 0.4% | N/A | 0.209% | |
1/22/2024 | Claro Advisors LLC | 16,390 | $1.07M | 0.2% | -13.5% | 0.094% | |
1/19/2024 | Sharper & Granite LLC | 21,135 | $1.38M | 0.7% | +1.8% | 0.121% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 131,828 | $8.62M | 0.0% | +262.1% | 0.753% | |
1/16/2024 | Raymond James & Associates | 18,291 | $1.20M | 0.0% | +3.8% | 0.105% | |
1/16/2024 | CoreCap Advisors LLC | 3,773 | $247K | 0.0% | -6.6% | 0.022% | |
1/16/2024 | HB Wealth Management LLC | 12,880 | $842K | 0.0% | -7.7% | 0.074% | |
1/12/2024 | Melone Private Wealth LLC | 116,294 | $7.60M | 4.8% | +1.3% | 0.665% | |
1/12/2024 | My Legacy Advisors LLC | 34,038 | $2.22M | 0.8% | -4.2% | 0.195% | |
1/12/2024 | FFG Retirement Advisors LLC | 84,812 | $5.55M | 4.3% | -12.2% | 0.485% | |
1/11/2024 | Brookstone Capital Management | 47,894 | $3.13M | 0.1% | +989.2% | 0.274% | |
1/11/2024 | 626 Financial LLC | 292,865 | $19.15M | 12.7% | -6.9% | 1.674% | |
1/11/2024 | Willis Investment Counsel | 5,566 | $364K | 0.0% | -3.7% | 0.032% | |
12/11/2023 | Sunbelt Securities Inc. | 25,318 | $1.52M | 0.2% | -17.6% | 0.145% | |
11/21/2023 | Rooted Wealth Advisors Inc. | 8,161 | $504K | 0.3% | -86.0% | 0.047% | |
11/16/2023 | Revisor Wealth Management LLC | 5,772 | $347K | 0.3% | N/A | 0.033% | |
11/16/2023 | Panoramic Investment Advisors LLC | 10,345 | $622K | 0.6% | N/A | 0.059% | |
11/16/2023 | Obsidian Personal Planning Solutions LLC | 5,010 | $311K | 0.4% | N/A | 0.029% | |
11/16/2023 | Maripau Wealth Management LLC | 14,742 | $887K | 0.8% | +14.2% | 0.084% | |
11/13/2023 | Certified Advisory Corp | 35,425 | $2.13M | 0.2% | -11.7% | 0.202% | |
11/13/2023 | True Wealth Design LLC | 31,089 | $1.87M | 0.6% | -9.4% | 0.178% | |
11/13/2023 | Mariner LLC | 62,678 | $3.77M | 0.0% | +1.2% | 0.358% | |
11/13/2023 | LPL Financial LLC | 538,286 | $32.39M | 0.0% | +12.2% | 3.076% | |
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11/13/2023 | Pinnacle Financial Group LLC IL | 308,137 | $18.54M | 11.0% | -3.7% | 1.761% | |
11/13/2023 | Lcnb Corp | 27,196 | $1.64M | 0.7% | -1.8% | 0.155% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 6,454 | $388K | 0.0% | N/A | 0.037% | |
11/13/2023 | Kestra Advisory Services LLC | 107,153 | $6.45M | 0.1% | +5.0% | 0.612% | |
11/9/2023 | Bridgewealth Advisory Group LLC | 9,597 | $577K | 0.7% | -7.1% | 0.055% | |
11/9/2023 | Blair William & Co. IL | 19,896 | $1.20M | 0.0% | -1.2% | 0.114% | |
11/9/2023 | UBS Group AG | 98,971 | $5.96M | 0.0% | -1.9% | 0.566% | |
11/8/2023 | Wade G W & Inc. | 25,257 | $1.52M | 0.1% | -1.6% | 0.144% | |
11/8/2023 | HighTower Advisors LLC | 226,297 | $13.61M | 0.0% | -0.6% | 1.293% | |
11/8/2023 | Pathstone Family Office LLC | 62,211 | $3.74M | 0.0% | N/A | 0.355% | |