4/25/2024 | Cambridge Investment Research Advisors Inc. | 127,599 | $4.69M | 0.0% | -21.2% | 0.288% | |
4/24/2024 | Wolff Financial Management LLC | 120,776 | $4.44M | 1.3% | -12.0% | 0.272% | |
4/24/2024 | SOL Capital Management CO | 29,980 | $1.10M | 0.1% | -42.4% | 0.068% | |
4/24/2024 | Spire Wealth Management | 4,205 | $154K | 0.0% | -11.3% | 0.009% | |
4/24/2024 | Essex Financial Services Inc. | 29,201 | $1.07M | 0.1% | -3.9% | 0.066% | |
4/23/2024 | Global Retirement Partners LLC | 947 | $35K | 0.0% | -57.0% | 0.002% | |
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4/23/2024 | Fifth Third Bancorp | 1,350 | $50K | 0.0% | -45.8% | 0.003% | |
4/23/2024 | Strategic Blueprint LLC | 7,767 | $285K | 0.0% | -9.9% | 0.018% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 153,882 | $5.65M | 0.0% | -6.6% | 0.347% | |
4/22/2024 | Raymond James & Associates | 328,042 | $12.05M | 0.0% | -1.7% | 0.740% | |
4/19/2024 | RTD Financial Advisors Inc. | 11,298 | $415K | 0.1% | -16.3% | 0.025% | |
4/19/2024 | Cornerstone Wealth Management LLC | 28,727 | $1.06M | 0.1% | -1.6% | 0.065% | |
4/18/2024 | Financial Security Advisor Inc. | 783,577 | $28.77M | 10.1% | -2.1% | 1.767% | |
4/16/2024 | Pinnacle Bancorp Inc. | 1,185 | $44K | 0.0% | -25.7% | 0.003% | |
4/12/2024 | Global Assets Advisory LLC | 27,525 | $1.01M | 0.0% | N/A | 0.046% | |
4/11/2024 | MJP Associates Inc. ADV | 12,146 | $446K | 0.1% | -3.6% | 0.020% | |
4/9/2024 | Mather Group LLC. | 1,096 | $40K | 0.0% | N/A | 0.002% | |
4/5/2024 | NBC Securities Inc. | 11,176 | $411K | 0.0% | +13.9% | 0.019% | |
3/15/2024 | Regis Acquisition Inc. | 6,630 | $214K | 0.1% | N/A | 0.011% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 59,873 | $1.93M | 0.1% | -21.5% | 0.099% | |
3/8/2024 | ICA Group Wealth Management LLC | 905 | $29K | 0.0% | N/A | 0.002% | |
3/6/2024 | Willner & Heller LLC | 18,423 | $594K | 0.7% | N/A | 0.031% | |
3/1/2024 | Creekmur Asset Management LLC | 2,205 | $71K | 0.0% | N/A | 0.004% | |
2/22/2024 | Scarborough Advisors LLC | 4,177 | $128K | 0.0% | N/A | 0.007% | |
2/21/2024 | American Trust | 25,976 | $838K | 0.1% | -46.2% | 0.043% | |
2/20/2024 | Pacific Center for Financial Services | 23,860 | $770K | 0.2% | -3.7% | 0.040% | |
2/14/2024 | XML Financial LLC | 61,529 | $1.99M | 0.2% | +6.1% | 0.102% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 82,596 | $2.67M | 1.3% | +1.2% | 0.137% | |
2/13/2024 | FinTrust Capital Advisors LLC | 131,194 | $4.23M | 0.8% | -13.3% | 0.218% | |
2/12/2024 | Condor Capital Management | 17,262 | $557K | 0.1% | +5.3% | 0.029% | |
2/12/2024 | Focus Financial Network Inc. ADV | 33,540 | $1.08M | 0.0% | N/A | 0.056% | |
2/9/2024 | Advisory Services Network LLC | 21,301 | $687K | 0.0% | -1.9% | 0.035% | |
2/9/2024 | Wade Financial Advisory Inc | 7,189 | $232K | 0.1% | N/A | 0.012% | |
2/9/2024 | US Bancorp DE | 27,620 | $891K | 0.0% | -1.4% | 0.046% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 161,835 | $5.22M | 0.0% | +1.0% | 0.269% | |
2/9/2024 | Oak Harbor Wealth Partners LLC | 2,042 | $66K | 0.0% | -14.9% | 0.003% | |
2/9/2024 | Trexquant Investment LP | 6,951 | $224K | 0.0% | N/A | 0.012% | |
2/9/2024 | Corient Private Wealth LLC | 50,797 | $1.64M | 0.0% | +5.7% | 0.084% | |
2/9/2024 | Wells Fargo & Company MN | 435,373 | $14.05M | 0.0% | -23.5% | 0.722% | |
2/9/2024 | Coldstream Capital Management Inc. | 225,593 | $7.28M | 0.2% | -7.7% | 0.374% | |
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2/9/2024 | UBS Group AG | 374,858 | $12.09M | 0.0% | -19.6% | 0.622% | |
2/8/2024 | Janney Montgomery Scott LLC | 278,518 | $8.99M | 0.0% | -2.0% | 0.462% | |
2/7/2024 | Avantax Advisory Services Inc. | 196,385 | $6.34M | 0.1% | -10.1% | 0.326% | |
2/7/2024 | Wambolt & Associates LLC | 19,255 | $621K | 0.1% | -38.0% | 0.032% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 20,857 | $673K | 0.0% | -10.1% | 0.035% | |
2/7/2024 | Principal Securities Inc. | 2,590 | $84K | 0.0% | N/A | 0.004% | |
2/7/2024 | Delos Wealth Advisors LLC | 28,915 | $933K | 1.4% | -2.5% | 0.048% | |
2/7/2024 | Clearwater Capital Advisors LLC | 16,180 | $522K | 0.1% | -4.6% | 0.027% | |
2/6/2024 | Balanced Wealth Group LLC | 7,953 | $257K | 0.1% | N/A | 0.013% | |
2/6/2024 | Capital Performance Advisors LLP | 6,381 | $206K | 0.1% | N/A | 0.011% | |
2/6/2024 | Lincoln National Corp | 17,420 | $562K | 0.0% | -1.8% | 0.029% | |
2/6/2024 | Private Advisor Group LLC | 58,632 | $1.89M | 0.0% | -7.6% | 0.097% | |
2/6/2024 | Spire Wealth Management | 4,742 | $156K | 0.0% | -38.0% | 0.008% | |
2/6/2024 | Forte Capital LLC ADV | 85,571 | $2.76M | 0.4% | -1.7% | 0.142% | |
2/6/2024 | Merit Financial Group LLC | 21,963 | $709K | 0.0% | -18.1% | 0.036% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 156,576 | $5.05M | 0.1% | +2.8% | 0.260% | |
2/6/2024 | Natixis Advisors L.P. | 17,808 | $574K | 0.0% | +4.2% | 0.030% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 29,939 | $966K | 0.0% | N/A | 0.050% | |
2/6/2024 | Great Valley Advisor Group Inc. | 8,547 | $276K | 0.0% | N/A | 0.014% | |
2/5/2024 | Mission Wealth Management LP | 8,490 | $274K | 0.0% | N/A | 0.014% | |
2/5/2024 | Auxano Advisors LLC | 193,835 | $6.25M | 2.1% | -0.2% | 0.322% | |
2/2/2024 | Marquette Asset Management LLC | 749,174 | $24.17M | 4.5% | -6.2% | 1.243% | |
2/2/2024 | New England Private Wealth Advisors LLC | 601,365 | $19.40M | 3.6% | -1.6% | 0.998% | |
2/2/2024 | Rodgers & Associates LTD | 28,800 | $929K | 0.1% | -4.8% | 0.048% | |
2/2/2024 | Atria Wealth Solutions Inc. | 49,000 | $1.58M | 0.0% | -3.0% | 0.081% | |
2/1/2024 | SlateStone Wealth LLC | 11,221 | $362K | 0.0% | +8.2% | 0.019% | |
1/31/2024 | J.W. Cole Advisors Inc. | 8,353 | $269K | 0.0% | N/A | 0.014% | |
1/31/2024 | Greenleaf Trust | 16,530 | $533K | 0.0% | -16.7% | 0.027% | |
1/31/2024 | RIA Advisory Group LLC | 12,617 | $407K | 0.1% | N/A | 0.021% | |
1/31/2024 | Cutler Investment Counsel LLC | 585,725 | $18.90M | 2.7% | -20.0% | 0.972% | |
1/31/2024 | Western Wealth Management LLC | 19,843 | $640K | 0.0% | +2.9% | 0.033% | |
1/30/2024 | Emfo LLC | 1,805 | $58K | 0.1% | -67.8% | 0.003% | |
1/30/2024 | Investors Research Corp | 84,984 | $2.74M | 0.7% | +0.5% | 0.141% | |
1/29/2024 | Koshinski Asset Management Inc. | 6,205 | $200K | 0.0% | N/A | 0.010% | |
1/29/2024 | NewEdge Wealth LLC | 82,647 | $2.67M | 0.1% | -0.6% | 0.137% | |
1/29/2024 | Plan Group Financial LLC | 128,264 | $4.14M | 3.6% | N/A | 0.213% | |
1/29/2024 | Signature Estate & Investment Advisors LLC | 14,800 | $477K | 0.0% | -8.0% | 0.025% | |
1/26/2024 | Cerity Partners LLC | 9,325 | $301K | 0.0% | N/A | 0.015% | |
1/25/2024 | SOL Capital Management CO | 52,075 | $1.68M | 0.2% | -2.1% | 0.086% | |
1/25/2024 | HBK Sorce Advisory LLC | 6,420 | $207K | 0.0% | N/A | 0.011% | |
1/25/2024 | Wolff Financial Management LLC | 137,304 | $4.43M | 1.4% | -18.1% | 0.228% | |
1/25/2024 | International Assets Investment Management LLC | 20,025 | $646K | 0.0% | -75.2% | 0.033% | |
1/25/2024 | Strategic Blueprint LLC | 8,622 | $278K | 0.0% | +15.4% | 0.014% | |
1/24/2024 | Reston Wealth Management LLC | 51,513 | $1.66M | 0.8% | -29.1% | 0.085% | |
1/24/2024 | Detalus Advisors LLC | 20,780 | $670K | 0.3% | -2.3% | 0.034% | |
1/24/2024 | Financial Security Advisor Inc. | 800,616 | $25.83M | 10.1% | -8.3% | 1.329% | |
1/24/2024 | Arkadios Wealth Advisors | 441,898 | $14.26M | 1.2% | +17.1% | 0.733% | |
1/24/2024 | International Assets Investment Management LLC | 20,025 | $646K | 0.0% | -75.2% | 0.033% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 10,404 | $335K | 0.1% | -21.4% | 0.017% | |
1/23/2024 | Level Financial Advisors Inc. | 1,025 | $33K | 0.0% | -24.9% | 0.002% | |
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1/19/2024 | AdvisorNet Financial Inc | 2,693 | $87K | 0.0% | -31.5% | 0.004% | |
1/19/2024 | Fifth Third Bancorp | 2,490 | $80K | 0.0% | +84.4% | 0.004% | |
1/18/2024 | Verum Partners LLC | 6,424 | $207K | 0.1% | N/A | 0.011% | |
1/18/2024 | Planned Solutions Inc. | 780 | $25K | 0.0% | N/A | 0.001% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 164,694 | $5.31M | 0.0% | -18.0% | 0.273% | |
1/16/2024 | Raymond James & Associates | 333,682 | $10.77M | 0.0% | -1.6% | 0.554% | |
1/12/2024 | Mutual Advisors LLC | 37,833 | $1.22M | 0.0% | +5.1% | 0.063% | |
1/12/2024 | Twelve Points Wealth Management LLC | 148,431 | $4.79M | 2.3% | -6.3% | 0.246% | |
12/11/2023 | Headinvest LLC | 1,750 | $52K | 0.0% | N/A | 0.003% | |
12/6/2023 | Citigroup Inc. | 17,362 | $523K | 0.0% | +259.7% | 0.029% | |