4/25/2024 | Cambridge Investment Research Advisors Inc. | 154,100 | $4.90M | 0.0% | +3.3% | 0.478% | |
4/24/2024 | Hartford Financial Management Inc. | 71,835 | $2.28M | 0.5% | -4.4% | 0.223% | |
4/23/2024 | McAdam LLC | 101,102 | $3.21M | 0.2% | -1.8% | 0.314% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 287,398 | $9.14M | 0.0% | -9.6% | 0.892% | |
4/22/2024 | Rovin Capital UT ADV | 7,814 | $248K | 0.1% | -25.3% | 0.024% | |
4/22/2024 | Rainey & Randall Investment Management Inc. | 693,725 | $22.05M | 5.2% | +1.8% | 2.152% | |
|
4/19/2024 | PCG Wealth Advisors LLC | 36,408 | $1.16M | 0.6% | +8.8% | 0.113% | |
4/19/2024 | Yoder Wealth Management Inc. | 52,318 | $1.66M | 1.1% | -3.2% | 0.162% | |
4/18/2024 | Eagle Capital Management LLC | 26,465 | $841K | 0.4% | -10.4% | 0.078% | |
4/16/2024 | Occidental Asset Management LLC | 8,165 | $260K | 0.0% | -13.7% | 0.024% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 64,629 | $2.06M | 0.0% | +75.5% | 0.190% | |
4/15/2024 | Cascade Wealth Advisors Inc | 21,900 | $656K | 0.6% | N/A | 0.064% | |
4/11/2024 | Cooper Financial Group | 11,492 | $365K | 0.1% | -30.6% | 0.034% | |
4/11/2024 | SignalPoint Asset Management LLC | 123,929 | $3.94M | 1.1% | -5.2% | 0.365% | |
4/10/2024 | Walker Asset Management LLC | 43,729 | $1.39M | 0.9% | -4.7% | 0.129% | |
3/12/2024 | Rovin Capital UT ADV | 10,467 | $312K | 0.1% | N/A | 0.031% | |
3/11/2024 | Red Mountain Financial LLC | 37,552 | $1.12M | 1.7% | N/A | 0.110% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,000 | $30K | 0.0% | N/A | 0.003% | |
2/29/2024 | Scarborough Advisors LLC | 969 | $29K | 0.0% | N/A | 0.003% | |
2/28/2024 | EP Wealth Advisors LLC | 4,620 | $138K | 0.0% | N/A | 0.014% | |
2/22/2024 | Scarborough Advisors LLC | 61,770 | $1.84M | 0.1% | N/A | 0.182% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 5,500 | $164K | 0.1% | N/A | 0.016% | |
2/15/2024 | Guardian Wealth Management Inc. | 1,131 | $34K | 0.0% | N/A | 0.003% | |
2/15/2024 | Biltmore Family Office LLC | 38,310 | $1.14M | 0.2% | N/A | 0.113% | |
2/14/2024 | Kingfisher Capital LLC | 49,591 | $1.48M | 0.4% | N/A | 0.146% | |
2/13/2024 | Joseph Group Capital Management | 4,659 | $139K | 0.1% | N/A | 0.014% | |
2/13/2024 | 1832 Asset Management L.P. | 4,150 | $124K | 0.0% | N/A | 0.012% | |
2/13/2024 | Oppenheimer & Co. Inc. | 48,428 | $1.44M | 0.0% | N/A | 0.142% | |
2/13/2024 | Cornerstone Advisory LLC | 98,626 | $2.94M | 0.5% | N/A | 0.290% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 254,579 | $7.58M | 3.5% | N/A | 0.749% | |
2/13/2024 | Landmark Financial Advisors LLC | 26,069 | $776K | 0.3% | N/A | 0.077% | |
2/13/2024 | TFG Advisers LLC | 9,079 | $264K | 0.1% | N/A | 0.027% | |
2/12/2024 | Laidlaw Wealth Management LLC | 51,040 | $1.52M | 0.6% | N/A | 0.150% | |
2/12/2024 | Focus Financial Network Inc. ADV | 91,664 | $2.73M | 0.1% | N/A | 0.270% | |
2/12/2024 | Stifel Financial Corp | 244,740 | $7.29M | 0.0% | N/A | 0.720% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 8,135 | $242K | 0.0% | N/A | 0.024% | |
2/12/2024 | Hilltop Holdings Inc. | 11,490 | $342K | 0.0% | N/A | 0.034% | |
2/9/2024 | Advisory Services Network LLC | 22,545 | $671K | 0.0% | N/A | 0.066% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 149,185 | $4.44M | 0.0% | N/A | 0.439% | |
2/9/2024 | Seven Mile Advisory | 7,000 | $208K | 0.2% | N/A | 0.021% | |
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2/9/2024 | Corient Private Wealth LLC | 31,992 | $953K | 0.0% | N/A | 0.094% | |
2/9/2024 | Wells Fargo & Company MN | 294,188 | $8.76M | 0.0% | N/A | 0.866% | |
2/9/2024 | UBS Group AG | 320,862 | $9.56M | 0.0% | N/A | 0.944% | |
2/8/2024 | TrinityPoint Wealth LLC | 24,281 | $723K | 0.1% | N/A | 0.071% | |
2/8/2024 | Financial Advocates Investment Management | 14,293 | $426K | 0.0% | N/A | 0.042% | |
2/8/2024 | Stelac Advisory Services LLC | 71,620 | $2.13M | 1.1% | N/A | 0.211% | |
2/8/2024 | First Heartland Consultants Inc. | 38,585 | $1.15M | 0.1% | N/A | 0.114% | |
2/8/2024 | Kingsview Wealth Management LLC | 17,946 | $534K | 0.0% | N/A | 0.053% | |
2/8/2024 | FCA Corp TX | 129,683 | $3.86M | 1.3% | N/A | 0.382% | |
2/8/2024 | Beacon Pointe Advisors LLC | 30,050 | $895K | 0.0% | N/A | 0.088% | |
2/8/2024 | Janney Montgomery Scott LLC | 41,532 | $1.24M | 0.0% | N/A | 0.122% | |
2/8/2024 | Pacific Sun Financial Corp | 7,730 | $230K | 0.1% | -8.3% | 0.023% | |
2/7/2024 | Avantax Advisory Services Inc. | 9,022 | $269K | 0.0% | N/A | 0.027% | |
2/7/2024 | NBC Securities Inc. | 2,100 | $62K | 0.0% | N/A | 0.006% | |
2/7/2024 | Acorn Wealth Advisors LLC | 68,834 | $2.05M | 1.2% | N/A | 0.203% | |
2/7/2024 | Principal Securities Inc. | 10,037 | $299K | 0.0% | N/A | 0.030% | |
2/7/2024 | Bogart Wealth LLC | 5,160 | $154K | 0.0% | N/A | 0.015% | |
2/6/2024 | Family Asset Management LLC | 3,975 | $118K | 0.1% | N/A | 0.012% | |
2/6/2024 | Private Advisor Group LLC | 145,449 | $4.33M | 0.0% | N/A | 0.428% | |
2/6/2024 | Clearstead Trust LLC | 1,250 | $37K | 0.0% | N/A | 0.004% | |
2/6/2024 | National Bank of Canada FI | 4,120 | $124K | 0.0% | N/A | 0.012% | |
2/6/2024 | Avidian Wealth Solutions LLC | 17,320 | $516K | 0.0% | N/A | 0.051% | |
2/6/2024 | One Charles Private Wealth Services LLC | 8,980 | $267K | 0.1% | N/A | 0.026% | |
2/6/2024 | Great Valley Advisor Group Inc. | 57,108 | $1.70M | 0.1% | N/A | 0.168% | |
2/5/2024 | Kestra Private Wealth Services LLC | 16,543 | $493K | 0.0% | N/A | 0.049% | |
2/5/2024 | Choreo LLC | 20,100 | $599K | 0.0% | N/A | 0.059% | |
2/5/2024 | McAdam LLC | 102,910 | $3.07M | 0.2% | N/A | 0.303% | |
2/5/2024 | HHM Wealth Advisors LLC | 6,710 | $200K | 0.0% | N/A | 0.020% | |
2/5/2024 | Kapstone Financial Advisors LLC | 17,030 | $507K | 0.4% | N/A | 0.050% | |
2/5/2024 | Bank OZK | 8,910 | $265K | 0.1% | N/A | 0.026% | |
2/2/2024 | Truist Financial Corp | 7,306 | $218K | 0.0% | N/A | 0.021% | |
2/2/2024 | Kovack Advisors Inc. | 16,886 | $503K | 0.1% | N/A | 0.050% | |
2/2/2024 | Yoder Wealth Management Inc. | 54,052 | $1.61M | 1.1% | N/A | 0.159% | |
2/1/2024 | Socha Financial Group LLC | 76,684 | $2.28M | 1.1% | N/A | 0.226% | |
2/1/2024 | Parkside Financial Bank & Trust | 4,930 | $147K | 0.0% | N/A | 0.015% | |
2/1/2024 | Garrison Asset Management LLC | 12,853 | $383K | 0.2% | N/A | 0.038% | |
2/1/2024 | Rainey & Randall Investment Management Inc. | 681,580 | $20.30M | 5.2% | N/A | 2.005% | |
2/1/2024 | CWM LLC | 6,980 | $208K | 0.0% | N/A | 0.021% | |
2/1/2024 | Signaturefd LLC | 1,431 | $43K | 0.0% | N/A | 0.004% | |
2/1/2024 | CRA Financial Services LLC | 28,552 | $850K | 0.2% | N/A | 0.084% | |
1/31/2024 | RIA Advisory Group LLC | 78,669 | $2.34M | 0.7% | N/A | 0.231% | |
1/31/2024 | Zhang Financial LLC | 6,900 | $205K | 0.0% | N/A | 0.020% | |
1/31/2024 | Roman Butler Fullerton & Co. | 8,154 | $244K | 0.1% | N/A | 0.024% | |
1/30/2024 | Capital Analysts LLC | 77,565 | $2.31M | 0.1% | N/A | 0.228% | |
1/30/2024 | PCG Wealth Advisors LLC | 33,461 | $996K | 0.6% | N/A | 0.098% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 15,656 | $466K | 0.2% | N/A | 0.046% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 121,930 | $3.63M | 2.3% | N/A | 0.359% | |
1/29/2024 | Koshinski Asset Management Inc. | 20,795 | $619K | 0.1% | N/A | 0.061% | |
1/29/2024 | Friedenthal Financial | 93,674 | $2.79M | 1.8% | N/A | 0.276% | |
1/29/2024 | Hartford Financial Management Inc. | 75,135 | $2.24M | 0.5% | N/A | 0.221% | |
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1/26/2024 | Cerity Partners LLC | 10,746 | $320K | 0.0% | N/A | 0.032% | |
1/26/2024 | Eagle Capital Management LLC | 29,552 | $880K | 0.4% | N/A | 0.087% | |
1/26/2024 | Harbor Investment Advisory LLC | 5,300 | $158K | 0.0% | N/A | 0.016% | |
1/26/2024 | Geneos Wealth Management Inc. | 16,158 | $481K | 0.0% | N/A | 0.048% | |
1/26/2024 | Optas LLC | 52,790 | $1.57M | 0.5% | N/A | 0.155% | |
1/25/2024 | Fortune Financial Advisors LLC | 8,970 | $267K | 0.2% | N/A | 0.026% | |
1/25/2024 | Valley National Advisers Inc. | 3,020 | $89K | 0.0% | N/A | 0.009% | |
1/24/2024 | Allworth Financial LP | 2,280 | $68K | 0.0% | N/A | 0.007% | |
1/24/2024 | Private Trust Co. NA | 17,350 | $517K | 0.1% | N/A | 0.051% | |
1/23/2024 | Carmichael Hill & Associates Inc. | 6,080 | $181K | 0.1% | N/A | 0.018% | |