7/26/2024 | Cambridge Investment Research Advisors Inc. | 75,031 | $1.77M | 0.0% | -19.4% | 0.232% | |
7/25/2024 | First Merchants Corp | 161,221 | $3.80M | 0.2% | -11.5% | 0.498% | |
7/24/2024 | Spinnaker Investment Group LLC | 38,650 | $911K | 0.3% | -3.0% | 0.119% | |
7/22/2024 | LongView Wealth Management | 110,710 | $2.61M | 1.0% | +22.1% | 0.342% | |
7/19/2024 | CAP Partners LLC | 38,293 | $903K | 0.7% | +5.2% | 0.118% | |
7/17/2024 | Sharkey Howes & Javer | 13,235 | $312K | 0.1% | -25.2% | 0.041% | |
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7/16/2024 | Envestnet Portfolio Solutions Inc. | 37,166 | $876K | 0.0% | +4.9% | 0.115% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 53,752 | $1.27M | 0.0% | -4.7% | 0.166% | |
7/11/2024 | Cambridge Advisors Inc. | 10,050 | $237K | 0.1% | -11.1% | 0.031% | |
7/11/2024 | Kohmann Bosshard Financial Services LLC | 323,358 | $7.62M | 1.0% | -37.2% | 0.998% | |
6/21/2024 | Cape Investment Advisory Inc. | 30,966 | $751K | 0.4% | +16.8% | 0.096% | |
5/16/2024 | Jane Street Group LLC | 615,290 | $14.93M | 0.0% | -49.7% | 1.899% | |
5/16/2024 | Vawter Financial Ltd. | 19,972 | $485K | 0.4% | +58.7% | 0.062% | |
5/16/2024 | Waverly Advisors LLC | 94,840 | $2.30M | 0.1% | +0.8% | 0.293% | |
5/14/2024 | OLD Mission Capital LLC | 306,368 | $7.43M | 0.1% | +302.3% | 0.946% | |
5/9/2024 | ProVise Management Group LLC | 119,545 | $2.90M | 0.3% | -2.8% | 0.369% | |
5/9/2024 | D Orazio & Associates Inc. | 30,613 | $743K | 0.1% | -19.7% | 0.094% | |
5/9/2024 | Souders Financial Advisors | 520,931 | $12.64M | 2.0% | +7.2% | 1.608% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 35,446 | $860K | 0.0% | N/A | 0.109% | |
5/3/2024 | Embree Financial Group | 54,632 | $1.33M | 0.3% | +1.8% | 0.169% | |
5/3/2024 | Avidian Wealth Solutions LLC | 29,106 | $706K | 0.0% | +7.6% | 0.090% | |
5/2/2024 | Mutual Advisors LLC | 64,503 | $1.57M | 0.1% | +8.3% | 0.199% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 73,755 | $1.79M | 0.1% | -16.7% | 0.228% | |
4/30/2024 | Concord Wealth Partners | 2,249 | $55K | 0.0% | N/A | 0.007% | |
4/29/2024 | Commonwealth Equity Services LLC | 73,843 | $1.79M | 0.0% | +9.9% | 0.228% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 93,093 | $2.26M | 0.0% | -2.4% | 0.287% | |
4/23/2024 | IRON Financial LLC | 114,507 | $2.78M | 1.5% | +17.4% | 0.353% | |
4/23/2024 | Hamel Associates Inc. | 30,000 | $728K | 0.2% | +87.5% | 0.093% | |
4/23/2024 | Canvas Wealth Advisors LLC | 10,355 | $241K | 0.1% | N/A | 0.032% | |
4/23/2024 | Principle Wealth Partners LLC | 349,986 | $8.49M | 0.7% | -3.2% | 1.080% | |
4/18/2024 | West Oak Capital LLC | 64,218 | $1.56M | 0.7% | +2.9% | 0.198% | |
4/18/2024 | CAP Partners LLC | 36,395 | $883K | 0.8% | +2.1% | 0.112% | |
4/16/2024 | Cambridge Advisors Inc. | 11,300 | $274K | 0.1% | -48.6% | 0.035% | |
4/16/2024 | LongView Wealth Management | 90,661 | $2.20M | 0.9% | +40.9% | 0.280% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 56,426 | $1.37M | 0.0% | -2.0% | 0.174% | |
4/12/2024 | Charles Schwab Trust Co | 179,787 | $4.36M | 0.4% | -42.6% | 0.555% | |
4/10/2024 | Park Avenue Securities LLC | 9,369 | $227K | 0.0% | N/A | 0.030% | |
4/10/2024 | Bruce G. Allen Investments LLC | 4,714 | $114K | 0.1% | -38.3% | 0.015% | |
3/11/2024 | Red Mountain Financial LLC | 98,056 | $2.41M | 3.7% | N/A | 0.310% | |
2/29/2024 | Scarborough Advisors LLC | 1,659 | $41K | 0.0% | N/A | 0.005% | |
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2/14/2024 | Cresset Asset Management LLC | 1,677,467 | $41.25M | 0.2% | +5.4% | 5.308% | |
2/13/2024 | Exencial Wealth Advisors LLC | 96,031 | $2.36M | 0.1% | -6.0% | 0.304% | |
2/13/2024 | Per Stirling Capital Management LLC. | 25,444 | $626K | 0.1% | +10.2% | 0.081% | |
2/13/2024 | Peapack Gladstone Financial Corp | 23,000 | $566K | 0.0% | -13.5% | 0.073% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 125,189 | $3.08M | 0.5% | -4.3% | 0.396% | |
2/12/2024 | Tradition Wealth Management LLC | 205,409 | $5.05M | 0.5% | -7.9% | 0.650% | |
2/12/2024 | Stifel Financial Corp | 201,020 | $4.94M | 0.0% | +41.6% | 0.636% | |
2/12/2024 | CAP Partners LLC | 35,650 | $877K | 0.9% | N/A | 0.113% | |
2/12/2024 | Cape Investment Advisory Inc. | 26,507 | $652K | 0.3% | +17,571.3% | 0.084% | |
2/9/2024 | Brogan Financial Inc. | 10,820 | $266K | 0.2% | N/A | 0.034% | |
2/9/2024 | ProVise Management Group LLC | 122,980 | $3.02M | 0.3% | -10.3% | 0.389% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 95,410 | $2.35M | 0.0% | -4.5% | 0.302% | |
2/8/2024 | Clarity Capital Advisors LLC | 15,550 | $382K | 0.3% | N/A | 0.049% | |
2/8/2024 | D Orazio & Associates Inc. | 38,108 | $937K | 0.2% | -39.1% | 0.121% | |
2/7/2024 | Avantax Advisory Services Inc. | 11,050 | $272K | 0.0% | -8.3% | 0.035% | |
2/7/2024 | Acorn Wealth Advisors LLC | 13,700 | $337K | 0.2% | +48.7% | 0.043% | |
2/7/2024 | Principal Securities Inc. | 12,831 | $316K | 0.0% | N/A | 0.041% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 1,082,918 | $26.63M | 0.0% | -4.3% | 3.427% | |
2/6/2024 | Avidian Wealth Solutions LLC | 27,047 | $665K | 0.0% | -19.9% | 0.086% | |
2/6/2024 | Axxcess Wealth Management LLC | 20,752 | $510K | 0.0% | +14.4% | 0.066% | |
2/6/2024 | Summit Asset Management LLC | 742,336 | $18.25M | 4.4% | +5.2% | 2.349% | |
2/5/2024 | Principle Wealth Partners LLC | 361,413 | $8.89M | 0.8% | +1.3% | 1.144% | |
2/2/2024 | Bryn Mawr Capital Management LLC | 88,504 | $2.18M | 0.1% | -18.8% | 0.280% | |
2/1/2024 | Parkside Financial Bank & Trust | 4,000 | $98K | 0.0% | N/A | 0.013% | |
1/25/2024 | First Merchants Corp | 183,181 | $4.50M | 0.4% | -21.1% | 0.580% | |
1/24/2024 | Souders Financial Advisors | 485,950 | $11.95M | 2.0% | +5.9% | 1.538% | |
1/24/2024 | Sowell Financial Services LLC | 62,818 | $1.55M | 0.1% | -17.0% | 0.199% | |
1/22/2024 | Spinnaker Investment Group LLC | 39,619 | $974K | 0.3% | +31.6% | 0.125% | |
1/19/2024 | IRON Financial LLC | 97,547 | $2.40M | 1.4% | N/A | 0.309% | |
1/19/2024 | AdvisorNet Financial Inc | 1,806 | $44K | 0.0% | +68.8% | 0.006% | |
1/18/2024 | West Oak Capital LLC | 62,398 | $1.54M | 0.7% | -6.0% | 0.197% | |
1/18/2024 | Noble Family Wealth LLC | 74,246 | $1.83M | 0.6% | +2.4% | 0.235% | |
1/17/2024 | Red Door Wealth Management LLC | 8,500 | $209K | 0.0% | N/A | 0.027% | |
1/17/2024 | Cambridge Advisors Inc. | 22,000 | $541K | 0.1% | -2.0% | 0.070% | |
1/16/2024 | Myecfo LLC | 18,474 | $454K | 0.3% | +3.7% | 0.058% | |
1/16/2024 | CVA Family Office LLC | 21,567 | $530K | 0.1% | -15.7% | 0.068% | |
1/16/2024 | Raymond James & Associates | 32,626 | $802K | 0.0% | +10.0% | 0.103% | |
1/12/2024 | Mutual Advisors LLC | 59,543 | $1.46M | 0.1% | -18.7% | 0.188% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 84,220 | $2.07M | 0.4% | N/A | 0.267% | |
1/11/2024 | Bruce G. Allen Investments LLC | 7,639 | $188K | 0.2% | N/A | 0.024% | |
1/10/2024 | Charles Schwab Trust Co | 313,249 | $7.70M | 0.8% | +35.1% | 0.991% | |
1/9/2024 | Kohmann Bosshard Financial Services LLC | 564,317 | $13.88M | 2.1% | -1.5% | 1.786% | |
1/2/2024 | Anchor Investment Management LLC | 2,299 | $57K | 0.0% | N/A | 0.007% | |
11/16/2023 | McCarthy Asset Management Inc. | 231,890 | $5.33M | 3.9% | -6.8% | 0.734% | |
11/15/2023 | Integrated Wealth Concepts LLC | 222,270 | $5.11M | 0.1% | +11.2% | 0.703% | |
11/15/2023 | Axxcess Wealth Management LLC | 18,147 | $417K | 0.0% | -64.0% | 0.057% | |
11/14/2023 | Per Stirling Capital Management LLC. | 23,087 | $531K | 0.1% | +24.9% | 0.073% | |
11/14/2023 | Mutual Advisors LLC | 73,199 | $1.68M | 0.1% | -15.7% | 0.232% | |
11/13/2023 | Stifel Financial Corp | 141,917 | $3.26M | 0.0% | +15.8% | 0.449% | |
11/13/2023 | LPL Financial LLC | 187,523 | $4.31M | 0.0% | +41.6% | 0.593% | |
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11/13/2023 | Kestra Advisory Services LLC | 29,098 | $669K | 0.0% | +58.1% | 0.092% | |
11/8/2023 | HighTower Advisors LLC | 232,401 | $5.34M | 0.0% | +173.5% | 0.735% | |
11/8/2023 | Pathstone Family Office LLC | 377,242 | $8.68M | 0.1% | N/A | 1.194% | |
11/8/2023 | ProVise Management Group LLC | 137,167 | $3.16M | 0.3% | -1.1% | 0.434% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 1,131,532 | $26.03M | 0.0% | -4.3% | 3.581% | |
11/8/2023 | Sowell Financial Services LLC | 75,705 | $1.74M | 0.1% | -12.8% | 0.240% | |
11/8/2023 | Exencial Wealth Advisors LLC | 102,202 | $2.35M | 0.1% | -13.0% | 0.323% | |
11/8/2023 | Milestone Investment Advisors LLC | 7,333 | $169K | 0.0% | -45.5% | 0.023% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 26,676 | $614K | 0.0% | -60.5% | 0.084% | |
11/8/2023 | Avantax Advisory Services Inc. | 12,050 | $277K | 0.0% | -8.5% | 0.038% | |