7/26/2024 | Aletheian Wealth Advisors LLC | 51,588 | $596K | 0.3% | -2.2% | 0.014% | |
7/26/2024 | Checchi Capital Advisers LLC | 1,234,217 | $14.26M | 0.7% | +4.7% | 0.329% | |
7/26/2024 | LS Investment Advisors LLC | 22,405 | $259K | 0.0% | +24.5% | 0.006% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 872,548 | $10.08M | 0.0% | -3.6% | 0.233% | |
7/26/2024 | Wealth Advisory Solutions LLC | 34,164 | $395K | 0.1% | +12.1% | 0.009% | |
7/26/2024 | Crew Capital Management Ltd. | 72,938 | $842K | 0.7% | +125.5% | 0.019% | |
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7/25/2024 | Independence Bank of Kentucky | 63,177 | $730K | 0.2% | -4.6% | 0.017% | |
7/25/2024 | Community Financial Services Group LLC | 72,800 | $841K | 0.2% | -33.1% | 0.019% | |
7/25/2024 | Field & Main Bank | 289,139 | $3.34M | 1.3% | +7.3% | 0.077% | |
7/25/2024 | Etesian Wealth Advisors Inc. | 152,328 | $1.76M | 1.0% | -3.5% | 0.041% | |
7/24/2024 | McAdam LLC | 699,511 | $8.08M | 0.5% | +4.3% | 0.187% | |
7/23/2024 | Geneos Wealth Management Inc. | 375,730 | $4.34M | 0.2% | +38.6% | 0.100% | |
7/23/2024 | Boothe Investment Group Inc. | 197,859 | $2.28M | 1.1% | +9.7% | 0.053% | |
7/23/2024 | GYL Financial Synergies LLC | 202,636 | $2.34M | 0.2% | -4.7% | 0.054% | |
7/23/2024 | Plimoth Trust Co. LLC | 485,688 | $5.61M | 1.5% | -3.5% | 0.130% | |
7/23/2024 | 1620 Investment Advisors Inc. | 63,179 | $730K | 0.6% | +2.9% | 0.017% | |
7/23/2024 | First National Bank & Trust Co. of Newtown | 670,519 | $7.74M | 1.6% | +0.6% | 0.179% | |
7/23/2024 | NewSquare Capital LLC | 78,892 | $911K | 0.1% | +15.6% | 0.021% | |
7/23/2024 | Iowa State Bank | 1,314,877 | $15.19M | 3.4% | +3.6% | 0.351% | |
7/23/2024 | KG&L Capital Management LLC | 206,386 | $2.38M | 0.8% | -8.3% | 0.055% | |
7/22/2024 | Argus Investors Counsel Inc. | 41,526 | $480K | 0.3% | +3.1% | 0.011% | |
7/22/2024 | Focus Financial Network Inc. | 27,236 | $321K | 0.0% | -11.1% | 0.007% | |
7/22/2024 | Sanibel Captiva Trust Company Inc. | 231,730 | $2.68M | 0.1% | -33.4% | 0.062% | |
7/22/2024 | Carnegie Investment Counsel | 12,000 | $139K | 0.0% | -46.8% | 0.003% | |
7/20/2024 | First Horizon Advisors Inc. | 31,518 | $364K | 0.0% | -3.1% | 0.008% | |
7/20/2024 | Madrona Financial Services LLC | 23,259 | $269K | 0.1% | -16.3% | 0.006% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,382,375 | $15.97M | 0.0% | +4.9% | 0.369% | |
7/20/2024 | Apollon Wealth Management LLC | 2,439,962 | $28.18M | 0.9% | +2,034.9% | 0.651% | |
7/19/2024 | MONECO Advisors LLC | 20,545 | $237K | 0.0% | -20.6% | 0.005% | |
7/19/2024 | Western Wealth Management LLC | 26,991 | $312K | 0.0% | -9.0% | 0.007% | |
7/19/2024 | Garrett Wealth Advisory Group LLC | 697,033 | $8.05M | 3.0% | +0.7% | 0.186% | |
7/19/2024 | Raymond James & Associates | 925,476 | $10.69M | 0.0% | +4.1% | 0.247% | |
7/19/2024 | Stonebridge Advisors LLC | 658,886 | $7.61M | 1.7% | -60.8% | 0.176% | |
7/18/2024 | Brookstone Capital Management | 39,959 | $471K | 0.0% | -2.6% | 0.011% | |
7/18/2024 | Old Port Advisors | 17,564 | $203K | 0.1% | -19.7% | 0.005% | |
7/18/2024 | Prairiewood Capital LLC | 495,144 | $5.72M | 2.7% | +3.1% | 0.132% | |
7/18/2024 | O ROURKE & COMPANY Inc | 24,023 | $277K | 0.2% | -87.0% | 0.006% | |
7/17/2024 | Atticus Wealth Management LLC | 23,538 | $272K | 0.1% | -4.6% | 0.006% | |
7/17/2024 | Whitener Capital Management Inc. | 13,751 | $159K | 0.0% | -15.0% | 0.004% | |
7/17/2024 | First PREMIER Bank | 295,231 | $3.41M | 0.9% | -9.4% | 0.079% | |
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7/17/2024 | Robbins Farley | 6,322 | $73K | 0.0% | -12.6% | 0.002% | |
7/17/2024 | AdvisorNet Financial Inc | 18,520 | $214K | 0.0% | -13.3% | 0.005% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 13,122 | $152K | 0.0% | -42.8% | 0.004% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 34,554 | $399K | 0.1% | -16.1% | 0.009% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 155,293 | $1.79M | 0.0% | +43.2% | 0.041% | |
7/16/2024 | BCS Wealth Management | 28,604 | $330K | 0.2% | -2.9% | 0.008% | |
7/16/2024 | Friedenthal Financial | 39,192 | $453K | 0.3% | +5.5% | 0.010% | |
7/16/2024 | Sequoia Financial Advisors LLC | 87,976 | $1.02M | 0.0% | -12.4% | 0.023% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 11,480 | $133K | 0.0% | N/A | 0.003% | |
7/15/2024 | Fifth Third Securities Inc. | 22,716 | $262K | 0.0% | -79.3% | 0.006% | |
7/15/2024 | Granite Bay Wealth Management LLC | 152,728 | $1.77M | 0.0% | N/A | 0.041% | |
7/15/2024 | RFG Advisory LLC | 483,631 | $5.59M | 0.2% | +8.5% | 0.129% | |
7/12/2024 | Sound Income Strategies LLC | 422,794 | $4.88M | 0.3% | +8.2% | 0.113% | |
7/12/2024 | Cypress Wealth Services LLC | 10,002 | $116K | 0.0% | -16.7% | 0.003% | |
7/12/2024 | Diversify Advisory Services LLC | 12,185 | $141K | 0.0% | -31.6% | 0.003% | |
7/12/2024 | Optimum Investment Advisors | 52,012 | $601K | 0.3% | -7.8% | 0.014% | |
7/12/2024 | Sax Wealth Advisors LLC | 17,565 | $203K | 0.0% | +9.4% | 0.005% | |
7/12/2024 | Lion Street Advisors LLC | 40,382 | $466K | 0.2% | -7.1% | 0.011% | |
7/12/2024 | Register Financial Advisors LLC | 7,546 | $87K | 0.0% | -33.1% | 0.002% | |
7/12/2024 | Capital Investment Advisors LLC | 17,712 | $205K | 0.0% | -33.4% | 0.005% | |
7/12/2024 | Accel Wealth Management | 67,109 | $775K | 0.3% | -7.6% | 0.018% | |
7/11/2024 | OLD National Bancorp IN | 67,432 | $779K | 0.0% | -53.7% | 0.018% | |
7/11/2024 | Worth Asset Management LLC | 44,117 | $510K | 0.3% | +42.6% | 0.012% | |
7/11/2024 | Butensky & Cohen Financial Security Inc. | 78,076 | $902K | 0.3% | -4.5% | 0.021% | |
7/10/2024 | Simplicity Wealth LLC | 10,995 | $127K | 0.0% | -34.4% | 0.003% | |
7/10/2024 | RDA Financial Network | 22,605 | $261K | 0.1% | -26.2% | 0.006% | |
7/10/2024 | Albion Financial Group UT | 93,728 | $1.08M | 0.1% | -2.4% | 0.025% | |
7/10/2024 | CWM LLC | 32,039 | $370K | 0.0% | +7.8% | 0.009% | |
7/10/2024 | CVA Family Office LLC | 15,903 | $184K | 0.0% | -9.3% | 0.004% | |
7/10/2024 | Apella Capital LLC | 28,148 | $326K | 0.0% | -7.8% | 0.008% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 26,499 | $306K | 0.0% | N/A | 0.007% | |
7/8/2024 | RVW Wealth LLC | 17,938 | $207K | 0.0% | -34.3% | 0.005% | |
7/2/2024 | First Hawaiian Bank | 291,506 | $3.37M | 0.1% | -0.9% | 0.078% | |
7/2/2024 | GAMMA Investing LLC | 13,321 | $154K | 0.0% | N/A | 0.004% | |
7/2/2024 | Transcend Capital Advisors LLC | 157,460 | $1.82M | 0.1% | +4.5% | 0.042% | |
7/1/2024 | Bank of New Hampshire | 13,800 | $159K | 0.0% | -6.4% | 0.004% | |
6/26/2024 | Old Port Advisors | 21,883 | $260K | 0.1% | -27.4% | 0.006% | |
5/24/2024 | Cetera Advisors LLC | 27,125 | $322K | 0.0% | +119.5% | 0.007% | |
5/24/2024 | Cetera Investment Advisers | 742,883 | $8.83M | 0.0% | +120.5% | 0.198% | |
5/21/2024 | Atria Investments Inc | 282,990 | $3.36M | 0.0% | +1.8% | 0.076% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 347,825 | $4.13M | 0.1% | -7.8% | 0.093% | |
5/20/2024 | Bluefin Capital Management LLC | 327,270 | $3.89M | 0.6% | N/A | 0.087% | |
5/17/2024 | WealthPlan Investment Management LLC | 23,482 | $279K | 0.0% | -4.7% | 0.006% | |
5/17/2024 | Comerica Bank | 177,530 | $2.11M | 0.0% | +28.3% | 0.047% | |
5/17/2024 | Consultiva Wealth Management CORP. | 8,093 | $96K | 0.9% | N/A | 0.002% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 25,470 | $279K | 0.0% | +22.7% | 0.007% | |
5/16/2024 | Waverly Advisors LLC | 143,211 | $1.70M | 0.0% | N/A | 0.038% | |
5/15/2024 | Quadrature Capital Ltd | 65,331 | $777K | 0.0% | N/A | 0.017% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 25,487 | $303K | 0.0% | -19.0% | 0.007% | |
5/14/2024 | EP Wealth Advisors LLC | 19,401 | $230K | 0.0% | N/A | 0.005% | |
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5/14/2024 | CreativeOne Wealth LLC | 19,485 | $232K | 0.0% | +91.1% | 0.005% | |
5/13/2024 | Hilltop Partners LLC | 18,238 | $217K | 0.1% | -13.2% | 0.005% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 23,430 | $278K | 0.2% | -49.5% | 0.006% | |
5/10/2024 | Osaic Holdings Inc. | 2,027,101 | $24.08M | 0.1% | +10.4% | 0.541% | |
5/10/2024 | Glaxis Capital Management LLC | 75,000 | $891K | 1.6% | +2.7% | 0.020% | |
5/9/2024 | Orion Portfolio Solutions LLC | 207,188 | $2.46M | 0.0% | +3.4% | 0.055% | |
5/9/2024 | Blair William & Co. IL | 355,240 | $4.22M | 0.0% | +17.5% | 0.095% | |
5/9/2024 | HBK Sorce Advisory LLC | 195,070 | $2.32M | 0.1% | +5.8% | 0.052% | |
5/9/2024 | Landaas & Co. WI ADV | 28,987 | $344K | 0.1% | -14.3% | 0.008% | |
5/9/2024 | Koshinski Asset Management Inc. | 12,885 | $153K | 0.0% | -71.0% | 0.003% | |