7/26/2024 | Cambridge Investment Research Advisors Inc. | 96,289 | $4.92M | 0.0% | +86.3% | 0.342% | |
7/25/2024 | Capital Advisors Ltd. LLC | 1,056 | $54K | 0.0% | +51.5% | 0.004% | |
7/25/2024 | Destiny Wealth Partners LLC | 131,189 | $6.70M | 1.2% | -2.4% | 0.466% | |
7/24/2024 | &PARTNERS | 22,430 | $1.15M | 0.1% | +43.1% | 0.080% | |
7/23/2024 | SOL Capital Management CO | 84,700 | $4.32M | 0.5% | -2.1% | 0.301% | |
7/23/2024 | Essex LLC | 64,212 | $3.28M | 0.7% | -1.8% | 0.228% | |
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7/22/2024 | Atria Wealth Solutions Inc. | 61,304 | $3.13M | 0.0% | +0.5% | 0.218% | |
7/22/2024 | Wealthspan Partners LLC | 6,311 | $322K | 0.2% | N/A | 0.022% | |
7/22/2024 | SeaCrest Wealth Management LLC | 63,402 | $3.24M | 0.4% | +13.7% | 0.225% | |
7/19/2024 | Pasadena Private Wealth LLC | 7,445 | $380K | 0.1% | N/A | 0.026% | |
7/19/2024 | Financial Partners Group Inc | 31,215 | $1.59M | 0.3% | N/A | 0.111% | |
7/19/2024 | Raymond James & Associates | 26,462 | $1.35M | 0.0% | +4.4% | 0.094% | |
7/18/2024 | Outlook Wealth Advisors LLC | 22,973 | $1.17M | 0.4% | -1.4% | 0.082% | |
7/18/2024 | Old Port Advisors | 74,005 | $3.78M | 1.1% | +5.5% | 0.263% | |
7/18/2024 | Naples Global Advisors LLC | 40,759 | $2.08M | 0.2% | +1.6% | 0.145% | |
7/17/2024 | Aurora Private Wealth Inc. | 17,744 | $906K | 0.8% | +2.1% | 0.063% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 34,366 | $1.75M | 0.0% | +17.3% | 0.122% | |
7/16/2024 | Advisor Resource Council | 12,500 | $638K | 0.0% | -3.7% | 0.044% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 77,926 | $3.98M | 0.1% | +4.7% | 0.277% | |
7/15/2024 | Transform Wealth LLC | 31,307 | $1.60M | 0.1% | -2.7% | 0.111% | |
7/12/2024 | Ignite Planners LLC | 7,191 | $369K | 0.1% | N/A | 0.026% | |
7/12/2024 | Opal Wealth Advisors LLC | 1,249 | $64K | 0.0% | N/A | 0.004% | |
7/10/2024 | Fortitude Family Office LLC | 1,331 | $68K | 0.0% | N/A | 0.005% | |
7/10/2024 | CWM LLC | 19,562 | $999K | 0.0% | +15.2% | 0.069% | |
7/10/2024 | Fiduciary Alliance LLC | 71,240 | $3.66M | 0.6% | +16.2% | 0.253% | |
7/8/2024 | Birch Capital Management LLC | 17,413 | $889K | 0.5% | +35.9% | 0.062% | |
7/5/2024 | HBW Advisory Services LLC | 9,875 | $504K | 0.1% | +6.0% | 0.035% | |
6/28/2024 | Bright Futures Wealth Management LLC. | 11,973 | $609K | 0.3% | N/A | 0.043% | |
6/26/2024 | Old Port Advisors | 70,151 | $3.44M | 1.1% | +8.5% | 0.249% | |
6/11/2024 | EverSource Wealth Advisors LLC | 584 | $28K | 0.0% | N/A | 0.002% | |
5/24/2024 | Cetera Advisors LLC | 12,417 | $608K | 0.0% | +125.5% | 0.044% | |
5/24/2024 | Cetera Investment Advisers | 207,297 | $10.16M | 0.0% | N/A | 0.736% | |
5/21/2024 | Atria Investments Inc | 81,407 | $3.99M | 0.1% | N/A | 0.289% | |
5/17/2024 | Comerica Bank | 39,999 | $1.96M | 0.0% | -1.6% | 0.142% | |
5/16/2024 | Mango Five Family Inc. | 28,000 | $1.37M | 0.5% | -9.7% | 0.099% | |
5/15/2024 | CoreFirst Bank & Trust | 23,098 | $1.13M | 0.7% | +1.2% | 0.082% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 5,037 | $247K | 0.0% | -12.7% | 0.018% | |
5/14/2024 | Stamos Capital Partners L.P. | 25,670 | $1.26M | 0.3% | -4.8% | 0.091% | |
5/11/2024 | Resurgent Financial Advisors LLC | 11,744 | $575K | 0.3% | +16.2% | 0.042% | |
5/11/2024 | Ironsides Asset Advisors LLC | 34,508 | $1.69M | 0.6% | +12.0% | 0.122% | |
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5/9/2024 | Endowment Wealth Management Inc. | 5,474 | $268K | 0.2% | -18.5% | 0.019% | |
5/8/2024 | Great Diamond Partners LLC | 36,487 | $1.79M | 0.4% | +0.7% | 0.130% | |
5/8/2024 | Avantax Advisory Services Inc. | 6,165 | $302K | 0.0% | -63.9% | 0.022% | |
5/7/2024 | NTV Asset Management LLC | 21,550 | $1.06M | 0.2% | -4.4% | 0.076% | |
5/4/2024 | Essex LLC | 65,362 | $3.20M | 0.7% | -4.4% | 0.232% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,378 | $508K | 0.1% | +6.7% | 0.037% | |
5/3/2024 | GSA Capital Partners LLP | 13,899 | $681K | 0.1% | +93.0% | 0.049% | |
5/2/2024 | Curran Financial Partners LLC | 212,716 | $10.42M | 3.6% | +1.6% | 0.755% | |
5/2/2024 | Argent Advisors Inc. | 43,191 | $2.12M | 0.8% | -2.8% | 0.195% | |
4/30/2024 | Private Advisor Group LLC | 9,994 | $490K | 0.0% | +4.0% | 0.045% | |
4/30/2024 | Delta Financial Group Inc. | 14,011 | $686K | 0.2% | -2.0% | 0.063% | |
4/30/2024 | Naples Global Advisors LLC | 40,134 | $1.97M | 0.2% | -1.6% | 0.181% | |
4/29/2024 | Commonwealth Equity Services LLC | 83,860 | $4.11M | 0.0% | +11.4% | 0.378% | |
4/25/2024 | Glassy Mountain Advisors Inc. | 58,426 | $2.86M | 1.1% | +1.6% | 0.263% | |
4/25/2024 | Fielder Capital Group LLC | 174,937 | $8.57M | 3.8% | +14.1% | 0.788% | |
4/25/2024 | Eudaimonia Partners LLC | 4,957 | $243K | 0.1% | -10.2% | 0.022% | |
4/25/2024 | Eudaimonia Advisors LLC | 5,348 | $262K | 0.1% | +7.4% | 0.024% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 51,673 | $2.53M | 0.0% | +7.5% | 0.233% | |
4/24/2024 | Leavell Investment Management Inc. | 28,004 | $1.37M | 0.1% | +11.0% | 0.126% | |
4/24/2024 | Verity & Verity LLC | 22,944 | $1.12M | 0.3% | -20.9% | 0.103% | |
4/24/2024 | Trinity Legacy Partners LLC | 74,689 | $3.66M | 1.1% | -1.8% | 0.337% | |
4/23/2024 | Global Retirement Partners LLC | 1,725 | $84K | 0.0% | -16.5% | 0.008% | |
4/23/2024 | Venturi Wealth Management LLC | 41,507 | $2.03M | 0.1% | -7.1% | 0.187% | |
4/23/2024 | Gradient Investments LLC | 2,465 | $121K | 0.0% | -8.2% | 0.011% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 180,941 | $8.86M | 0.0% | -1.5% | 0.815% | |
4/22/2024 | Outlook Wealth Advisors LLC | 23,310 | $1.14M | 0.4% | +2.3% | 0.105% | |
4/22/2024 | Aurora Private Wealth Inc. | 17,381 | $852K | 0.7% | +5.8% | 0.078% | |
4/19/2024 | GenTrust LLC | 304,529 | $14.92M | 0.9% | +0.2% | 1.372% | |
4/19/2024 | Advisor Resource Council | 12,978 | $579K | 0.2% | -69.4% | 0.058% | |
4/18/2024 | SeaCrest Wealth Management LLC | 55,747 | $2.73M | 0.3% | +12.4% | 0.251% | |
4/17/2024 | Fiduciary Alliance LLC | 61,310 | $3.00M | 0.5% | -7.9% | 0.276% | |
4/16/2024 | Transform Wealth LLC | 32,176 | $1.58M | 0.1% | -5.1% | 0.145% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 29,291 | $1.44M | 0.0% | -5.8% | 0.130% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 74,422 | $3.65M | 0.1% | +59.7% | 0.332% | |
4/11/2024 | Birch Capital Management LLC | 12,817 | $628K | 0.3% | +572.8% | 0.057% | |
4/11/2024 | &PARTNERS | 15,678 | $768K | 0.1% | N/A | 0.070% | |
4/10/2024 | Inscription Capital LLC | 4,500 | $220K | 0.1% | N/A | 0.020% | |
4/9/2024 | Destiny Wealth Partners LLC | 134,475 | $6.59M | 1.2% | +4.2% | 0.599% | |
3/22/2024 | PNC Financial Services Group Inc. | 433,797 | $19.36M | 0.0% | +0.8% | 1.932% | |
3/18/2024 | CoreFirst Bank & Trust | 22,833 | $1.02M | 0.7% | +13.6% | 0.102% | |
2/15/2024 | Greytown Advisors Inc. | 35,017 | $1.56M | 0.8% | -8.2% | 0.156% | |
2/15/2024 | Comerica Bank | 40,652 | $1.81M | 0.0% | +0.7% | 0.181% | |
2/14/2024 | Cresset Asset Management LLC | 186,983 | $8.34M | 0.0% | -0.9% | 0.833% | |
2/14/2024 | Connectus Wealth LLC | 187,593 | $8.37M | 0.2% | -1.7% | 0.836% | |
2/14/2024 | Stamos Capital Partners L.P. | 26,970 | $1.20M | 0.3% | +16.8% | 0.120% | |
2/13/2024 | Bollard Group LLC | 42,283 | $1.89M | 0.1% | +1.4% | 0.188% | |
2/13/2024 | Cetera Advisor Networks LLC | 156,906 | $7.00M | 0.0% | +1.4% | 0.699% | |
2/13/2024 | Anson Capital Inc. | 16,951 | $756K | 1.2% | -23.8% | 0.076% | |
2/12/2024 | ORBA Wealth Advisors L.L.C. | 10,339 | $461K | 0.3% | N/A | 0.046% | |
2/12/2024 | Global Endowment Management LP | 110,000 | $4.91M | 0.5% | -48.8% | 0.490% | |
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2/12/2024 | Stifel Financial Corp | 190,193 | $8.49M | 0.0% | +130.0% | 0.847% | |
2/9/2024 | Corient Private Wealth LLC | 32,000 | $1.43M | 0.0% | -20.7% | 0.143% | |
2/9/2024 | Wells Fargo & Company MN | 533,770 | $23.82M | 0.0% | -10.1% | 2.378% | |
2/9/2024 | Coldstream Capital Management Inc. | 11,433 | $510K | 0.0% | -42.4% | 0.051% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 6,388 | $285K | 0.0% | -21.9% | 0.028% | |
2/9/2024 | UBS Group AG | 308,376 | $13.76M | 0.0% | +0.9% | 1.374% | |
2/9/2024 | PNC Financial Services Group Inc. | 433,797 | $19.36M | 0.0% | +0.8% | 1.932% | |
2/8/2024 | Ameraudi Asset Management Inc. | 61,693 | $2.75M | 1.2% | -9.4% | 0.275% | |
2/8/2024 | Eudaimonia Partners LLC | 5,519 | $246K | 0.1% | +4.7% | 0.025% | |
2/8/2024 | JNBA Financial Advisors | 800 | $36K | 0.0% | N/A | 0.004% | |