7/27/2024 | CMC Financial Group | 3,385 | $668K | 1.1% | -61.7% | 0.012% | |
7/26/2024 | McClarren Financial Advisors Inc. | 2,367 | $467K | 0.3% | -85.9% | 0.008% | |
7/26/2024 | Checchi Capital Advisers LLC | 6,406 | $1.26M | 0.1% | -29.4% | 0.022% | |
7/26/2024 | Harbour Investments Inc. | 6,473 | $1.28M | 0.0% | +9.0% | 0.022% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 80,703 | $15.92M | 0.1% | -1.4% | 0.280% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 1,900 | $375K | 0.0% | N/A | 0.007% | |
|
7/26/2024 | Bank of New York Mellon Corp | 42,939 | $8.47M | 0.0% | -1.1% | 0.149% | |
7/25/2024 | Systelligence LLC | 69,531 | $13.72M | 3.6% | -9.0% | 0.241% | |
7/25/2024 | Raymond James Trust N.A. | 1,069 | $211K | 0.0% | N/A | 0.004% | |
7/25/2024 | Capital Advisors Ltd. LLC | 1,920 | $379K | 0.0% | +4.3% | 0.007% | |
7/25/2024 | Clear Creek Financial Management LLC | 12,556 | $2.48M | 0.3% | +0.9% | 0.044% | |
7/25/2024 | SNS Financial Group LLC | 12,465 | $2.47M | 0.3% | +11.9% | 0.043% | |
7/25/2024 | David Kennon Inc | 12,232 | $2.41M | 1.0% | +2.4% | 0.042% | |
7/25/2024 | Wooster Corthell Wealth Management Inc. | 489,761 | $96.63M | 21.9% | -1.9% | 1.699% | |
7/25/2024 | Institute for Wealth Management LLC. | 1,081 | $213K | 0.0% | -42.3% | 0.004% | |
7/25/2024 | Destination Wealth Management | 42,160 | $8.32M | 0.3% | -2.9% | 0.146% | |
7/24/2024 | McAdam LLC | 5,702 | $1.13M | 0.1% | -1.0% | 0.020% | |
7/24/2024 | TrueWealth Advisors LLC | 5,382 | $1.06M | 0.4% | +2.3% | 0.019% | |
7/23/2024 | All Season Financial Advisors Inc. | 3,582 | $707K | 0.6% | -9.3% | 0.012% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 209,333 | $41.43M | 2.6% | +1.3% | 0.726% | |
7/23/2024 | Security Financial Services INC. | 14,846 | $2.93M | 0.6% | -15.1% | 0.051% | |
7/22/2024 | Atria Wealth Solutions Inc. | 16,122 | $3.19M | 0.0% | -11.6% | 0.056% | |
7/22/2024 | LongView Wealth Management | 6,859 | $1.35M | 0.5% | +5.4% | 0.024% | |
7/20/2024 | First Citizens Bank & Trust Co. | 2,860 | $564K | 0.0% | -2.2% | 0.010% | |
7/20/2024 | Parsons Capital Management Inc. RI | 3,634 | $717K | 0.0% | +46.8% | 0.013% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 181,745 | $35.86M | 0.1% | -0.4% | 0.630% | |
7/20/2024 | Zhang Financial LLC | 24,734 | $4.88M | 0.3% | +5.7% | 0.086% | |
7/19/2024 | Marshall Financial Group LLC | 7,599 | $1.50M | 0.4% | -26.1% | 0.026% | |
7/19/2024 | Raymond James & Associates | 114,547 | $22.60M | 0.0% | +14.4% | 0.397% | |
7/19/2024 | Calton & Associates Inc. | 24,894 | $4.91M | 2.4% | -3.9% | 0.086% | |
7/19/2024 | Berkshire Money Management Inc. | 42,603 | $8.41M | 1.0% | +78.6% | 0.148% | |
7/19/2024 | Oakworth Capital Inc. | 817 | $161K | 0.0% | -34.5% | 0.003% | |
7/19/2024 | Sensible Financial Planning & Management LLC. | 42,667 | $8.42M | 1.8% | +4.7% | 0.148% | |
7/18/2024 | Brookstone Capital Management | 1,689 | $340K | 0.0% | +25.4% | 0.006% | |
7/18/2024 | Royal Fund Management LLC | 2,715 | $537K | 0.0% | -71.7% | 0.009% | |
7/18/2024 | TriaGen Wealth Management LLC | 43,978 | $8.68M | 3.4% | +3.9% | 0.153% | |
7/17/2024 | Physician Wealth Advisors Inc. | 32,678 | $6.68M | 1.2% | +4.5% | 0.113% | |
7/17/2024 | Annapolis Financial Services LLC | 60,312 | $11.90M | 3.9% | +9.1% | 0.209% | |
7/17/2024 | Archford Capital Strategies LLC | 15,039 | $2.97M | 0.5% | +3.4% | 0.052% | |
7/17/2024 | James J. Burns & Company LLC | 23,354 | $4.61M | 0.9% | +510.1% | 0.081% | |
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7/17/2024 | Leavell Investment Management Inc. | 430,635 | $85.23M | 4.7% | +3.6% | 1.494% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 21,333 | $4.21M | 0.0% | -2.9% | 0.074% | |
7/16/2024 | Hubbell Strickland Wealth Management LLC | 1,051 | $207K | 0.1% | N/A | 0.004% | |
7/16/2024 | Great Valley Advisor Group Inc. | 71,569 | $14.12M | 0.4% | +20.2% | 0.248% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 40,415 | $7.97M | 0.0% | +4.9% | 0.140% | |
7/16/2024 | Diversified Trust Co | 32,797 | $6.47M | 0.2% | -13.8% | 0.114% | |
7/16/2024 | Maia Wealth LLC | 1,257 | $256K | 0.1% | N/A | 0.004% | |
7/16/2024 | Mason & Associates LLC | 2,929 | $578K | 0.2% | N/A | 0.010% | |
7/16/2024 | Alpha Cubed Investments LLC | 1,755 | $346K | 0.0% | -3.3% | 0.006% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 9,356 | $1.85M | 0.1% | -50.1% | 0.032% | |
7/15/2024 | Fifth Third Securities Inc. | 4,059 | $803K | 0.1% | +41.9% | 0.014% | |
7/15/2024 | PFG Private Wealth Management LLC | 158 | $31K | 0.0% | N/A | 0.001% | |
7/12/2024 | Diversify Advisory Services LLC | 1,822 | $369K | 0.0% | +7.6% | 0.006% | |
7/12/2024 | Capital Investment Advisors LLC | 53,169 | $10.49M | 0.2% | +16.3% | 0.184% | |
7/12/2024 | Capital Advantage Inc. | 81,381 | $16.45M | 3.4% | +5.1% | 0.282% | |
7/11/2024 | OLD National Bancorp IN | 12,791 | $2.52M | 0.1% | +1.2% | 0.044% | |
7/10/2024 | Buttonwood Financial Group LLC | 19,025 | $3.77M | 2.2% | -1.2% | 0.066% | |
7/10/2024 | CWM LLC | 1,754 | $346K | 0.0% | +6.7% | 0.006% | |
7/10/2024 | Apella Capital LLC | 384,226 | $77.76M | 3.5% | +19.9% | 1.333% | |
7/9/2024 | Park Avenue Securities LLC | 15,160 | $2.99M | 0.0% | -0.9% | 0.053% | |
7/9/2024 | Baker Ellis Asset Management LLC | 38,295 | $7.56M | 1.1% | +23.0% | 0.133% | |
7/9/2024 | Mather Group LLC. | 6,994 | $1.31M | 0.0% | +3.9% | 0.024% | |
7/5/2024 | HBW Advisory Services LLC | 12,223 | $2.41M | 0.4% | -19.4% | 0.042% | |
7/3/2024 | Hilltop Wealth Advisors LLC | 14,136 | $2.79M | 1.4% | -1.4% | 0.049% | |
7/1/2024 | Jackson Wealth Management LLC | 9,926 | $1.96M | 0.4% | -47.0% | 0.034% | |
6/21/2024 | Cape Investment Advisory Inc. | 519 | $97K | 0.0% | N/A | 0.002% | |
6/11/2024 | Jackson Wealth Management LLC | 18,715 | $3.50M | 0.4% | +1.0% | 0.065% | |
5/24/2024 | Cetera Advisors LLC | 7,899 | $1.48M | 0.0% | +88.1% | 0.027% | |
5/24/2024 | Cetera Investment Advisers | 79,497 | $14.86M | 0.0% | +549.2% | 0.276% | |
5/21/2024 | Atria Investments Inc | 19,249 | $3.60M | 0.0% | -1.4% | 0.067% | |
5/20/2024 | Virtu Financial LLC | 4,139 | $773K | 0.1% | N/A | 0.014% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 9,279 | $1.73M | 0.3% | N/A | 0.032% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 21,148 | $3.95M | 0.1% | -2.4% | 0.073% | |
5/16/2024 | Ancora Advisors LLC | 6,368 | $1.19M | 0.0% | +1.3% | 0.022% | |
5/16/2024 | Captrust Financial Advisors | 103,612 | $19.36M | 0.1% | -2.7% | 0.359% | |
5/16/2024 | Waterford Advisors LLC | 26,232 | $4.90M | 2.1% | -3.3% | 0.091% | |
5/15/2024 | Lazard Asset Management LLC | 11,467 | $2.14M | 0.0% | -2.1% | 0.040% | |
5/14/2024 | Cadence Bank | 425,246 | $79.47M | 5.8% | +0.7% | 1.475% | |
5/14/2024 | EP Wealth Advisors LLC | 1,944 | $363K | 0.0% | +58.3% | 0.007% | |
5/14/2024 | CreativeOne Wealth LLC | 78,489 | $14.67M | 0.6% | -3.8% | 0.272% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 4,368 | $816K | 0.0% | +42.0% | 0.015% | |
5/10/2024 | Osaic Holdings Inc. | 91,244 | $17.05M | 0.0% | +12.6% | 0.316% | |
5/9/2024 | ProVise Management Group LLC | 103,312 | $19.31M | 1.7% | +4.6% | 0.358% | |
5/9/2024 | Orion Portfolio Solutions LLC | 183,943 | $34.37M | 0.4% | -0.8% | 0.638% | |
5/9/2024 | Zega Financial LLC | 1,297 | $242K | 0.1% | -10.1% | 0.004% | |
5/9/2024 | Koshinski Asset Management Inc. | 1,152 | $215K | 0.0% | N/A | 0.004% | |
5/8/2024 | Berkshire Money Management Inc. | 23,852 | $4.46M | 0.5% | +46.4% | 0.083% | |
5/8/2024 | Cozad Asset Management Inc. | 74,979 | $14.01M | 1.5% | +0.6% | 0.260% | |
5/8/2024 | West Wealth Group LLC | 9,525 | $1.78M | 0.7% | N/A | 0.033% | |
5/8/2024 | Sheets Smith Wealth Management | 3,200 | $598K | 0.1% | +6.7% | 0.011% | |
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5/8/2024 | Avantax Advisory Services Inc. | 20,916 | $3.91M | 0.0% | +29.7% | 0.073% | |
5/8/2024 | Verus Financial Partners Inc. | 223,233 | $41.72M | 4.9% | -0.4% | 0.774% | |
5/8/2024 | Thoroughbred Financial Services LLC | 10,114 | $1.89M | 0.2% | -24.1% | 0.035% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 53,383 | $9.98M | 0.3% | +14.4% | 0.185% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 21,968 | $4.11M | 0.0% | -10.0% | 0.076% | |
5/6/2024 | VitalStone Financial LLC | 1,566 | $293K | 0.2% | +33.1% | 0.005% | |
5/6/2024 | Sensible Financial Planning & Management LLC. | 40,757 | $7.62M | 1.7% | +2.2% | 0.141% | |
5/4/2024 | McClarren Financial Advisors Inc. | 2,430 | $454K | 0.1% | -85.9% | 0.008% | |
5/3/2024 | FDx Advisors Inc. | 7,707 | $1.44M | 0.2% | -5.6% | 0.027% | |
5/3/2024 | Embree Financial Group | 3,065 | $573K | 0.1% | -6.0% | 0.011% | |