7/26/2024 | McClarren Financial Advisors Inc. | 192 | $37K | 0.0% | -49.9% | 0.001% | |
7/26/2024 | Checchi Capital Advisers LLC | 1,332 | $257K | 0.0% | -13.8% | 0.009% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 15,619 | $3.01M | 0.0% | -6.2% | 0.105% | |
7/26/2024 | Bank of New York Mellon Corp | 1,726 | $333K | 0.0% | -10.3% | 0.012% | |
7/26/2024 | Bailard Inc. | 3,137 | $604K | 0.0% | -9.4% | 0.021% | |
7/25/2024 | New Millennium Group LLC | 169 | $33K | 0.0% | N/A | 0.001% | |
|
7/25/2024 | Institute for Wealth Management LLC. | 3,087 | $595K | 0.1% | +7.0% | 0.021% | |
7/25/2024 | Beacon Capital Management LLC | 909 | $175K | 0.0% | -24.7% | 0.006% | |
7/24/2024 | MontVue Capital Management Inc. | 1,581 | $305K | 0.2% | +25.5% | 0.011% | |
7/24/2024 | Farrell Financial LLC | 6,041 | $1.16M | 0.9% | +9.0% | 0.041% | |
7/24/2024 | &PARTNERS | 1,547 | $298K | 0.0% | N/A | 0.010% | |
7/23/2024 | Private Wealth Advisors LLC | 8,685 | $1.65M | 0.6% | -0.8% | 0.059% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 2,983 | $577K | 0.0% | -57.1% | 0.020% | |
7/23/2024 | Exchange Capital Management Inc. | 24,503 | $4.72M | 0.8% | -0.8% | 0.165% | |
7/22/2024 | Atria Wealth Solutions Inc. | 53,877 | $10.41M | 0.1% | -4.5% | 0.364% | |
7/22/2024 | Fifth Third Bancorp | 3,024 | $583K | 0.0% | -3.3% | 0.020% | |
7/20/2024 | First Horizon Advisors Inc. | 375 | $72K | 0.0% | -24.5% | 0.003% | |
7/20/2024 | Nisa Investment Advisors LLC | 9,100 | $1.76M | 0.0% | N/A | 0.061% | |
7/19/2024 | RBA Wealth Management LLC | 1,076 | $207K | 0.1% | -10.3% | 0.007% | |
7/19/2024 | Raymond James & Associates | 23,556 | $4.54M | 0.0% | -0.5% | 0.159% | |
7/17/2024 | 180 Wealth Advisors LLC | 4,072 | $801K | 0.1% | -1.2% | 0.027% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 35,346 | $6.81M | 0.0% | -5.9% | 0.239% | |
7/16/2024 | Great Valley Advisor Group Inc. | 2,130 | $411K | 0.0% | -12.7% | 0.014% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,527 | $1.45M | 0.0% | +3.5% | 0.051% | |
7/16/2024 | NorthCrest Asset Manangement LLC | 3,877 | $747K | 0.0% | +7.3% | 0.026% | |
7/15/2024 | Fifth Third Securities Inc. | 1,632 | $316K | 0.0% | -9.3% | 0.011% | |
7/15/2024 | Park National Corp OH | 8,418 | $1.62M | 0.1% | -10.5% | 0.057% | |
7/15/2024 | Delta Financial Group Inc. | 1,328 | $256K | 0.1% | +17.7% | 0.009% | |
7/11/2024 | First Financial Corp IN | 2,965 | $571K | 0.3% | -2.9% | 0.020% | |
7/11/2024 | WBH Advisory Inc. | 4,501 | $867K | 0.1% | -2.2% | 0.030% | |
7/10/2024 | Simplicity Wealth LLC | 6,494 | $1.25M | 0.0% | -17.6% | 0.044% | |
7/10/2024 | CWM LLC | 231 | $44K | 0.0% | +35.9% | 0.002% | |
7/10/2024 | Praetorian Wealth Management Inc. | 2,574 | $496K | 0.1% | N/A | 0.017% | |
7/9/2024 | Mather Group LLC. | 3,361 | $687K | 0.0% | +7.2% | 0.023% | |
7/8/2024 | Dentgroup LLC | 3,135 | $604K | 0.5% | -3.8% | 0.021% | |
7/8/2024 | City State Bank | 3,934 | $758K | 0.3% | -4.3% | 0.027% | |
7/5/2024 | Polianta Ltd | 35,400 | $6.82M | 3.4% | N/A | 0.239% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 9,643 | $1.86M | 0.1% | +1.3% | 0.065% | |
6/21/2024 | Cape Investment Advisory Inc. | 672 | $137K | 0.1% | +255.6% | 0.005% | |
6/11/2024 | EverSource Wealth Advisors LLC | 536 | $104K | 0.0% | -10.5% | 0.004% | |
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5/24/2024 | Cetera Advisors LLC | 38,308 | $7.83M | 0.1% | +601.9% | 0.259% | |
5/24/2024 | Cetera Investment Advisers | 113,292 | $23.16M | 0.1% | +979.6% | 0.765% | |
5/21/2024 | Atria Investments Inc | 19,371 | $3.96M | 0.1% | +101.9% | 0.131% | |
5/17/2024 | Beacon Capital Management LLC | 1,207 | $247K | 0.1% | -41.5% | 0.008% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 10,463 | $2.14M | 0.0% | +673.3% | 0.071% | |
5/15/2024 | BOKF NA | 4,295 | $875K | 0.0% | -5.7% | 0.029% | |
5/14/2024 | EP Wealth Advisors LLC | 2,164 | $442K | 0.0% | +103.6% | 0.015% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 379 | $77K | 0.0% | -41.2% | 0.003% | |
5/10/2024 | Osaic Holdings Inc. | 107,176 | $21.92M | 0.0% | -19.9% | 0.724% | |
5/10/2024 | TIAA Trust National Association | 2,098 | $429K | 0.0% | +2.7% | 0.014% | |
5/9/2024 | Blair William & Co. IL | 9,021 | $1.84M | 0.0% | -7.1% | 0.061% | |
5/8/2024 | Private Wealth Advisors LLC | 8,751 | $1.79M | 0.7% | -3.5% | 0.059% | |
5/8/2024 | Bleakley Financial Group LLC | 7,880 | $1.61M | 0.0% | +90.1% | 0.053% | |
5/8/2024 | Avantax Advisory Services Inc. | 25,394 | $5.19M | 0.0% | +41.3% | 0.171% | |
5/8/2024 | US Bancorp DE | 1,720 | $352K | 0.0% | -4.5% | 0.012% | |
5/7/2024 | Choate Investment Advisors | 5,807 | $1.19M | 0.0% | N/A | 0.039% | |
5/7/2024 | WNY Asset Management LLC | 2,177 | $445K | 0.1% | -13.6% | 0.015% | |
5/7/2024 | Concurrent Investment Advisors LLC | 5,691 | $1.16M | 0.0% | -17.5% | 0.038% | |
5/7/2024 | KCM Investment Advisors LLC | 40,680 | $8.32M | 0.3% | +0.5% | 0.275% | |
5/7/2024 | Houlihan Financial Resource Group Ltd. | 987 | $202K | 0.1% | N/A | 0.007% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 37,543 | $7.68M | 0.0% | +125.1% | 0.253% | |
5/6/2024 | Mittelman Wealth Management | 6,705 | $1.37M | 0.9% | N/A | 0.045% | |
5/4/2024 | McClarren Financial Advisors Inc. | 205 | $420K | 0.1% | -46.2% | 0.001% | |
5/3/2024 | MontVue Capital Management Inc. | 1,260 | $258K | 0.2% | +13.9% | 0.009% | |
5/3/2024 | Callan Capital LLC | 6,633 | $1.36M | 0.1% | -3.9% | 0.045% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 2,491 | $509K | 0.0% | -13.0% | 0.017% | |
5/2/2024 | ESG Planning DBA Harper Investing | 986 | $202K | 0.2% | N/A | 0.007% | |
5/1/2024 | Janney Montgomery Scott LLC | 7,372 | $1.51M | 0.0% | -12.6% | 0.050% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 6,953 | $1.42M | 0.1% | +5.0% | 0.047% | |
4/30/2024 | Private Advisor Group LLC | 10,515 | $2.15M | 0.0% | +19.7% | 0.071% | |
4/30/2024 | J.W. Cole Advisors Inc. | 28,981 | $5.93M | 0.3% | -15.0% | 0.196% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 8,404 | $1.72M | 0.4% | +17.2% | 0.057% | |
4/30/2024 | Beam Wealth Advisors Inc. | 1,222 | $250K | 0.2% | N/A | 0.008% | |
4/30/2024 | Woodward Diversified Capital LLC | 5,173 | $1.06M | 0.7% | -10.8% | 0.035% | |
4/30/2024 | Delta Financial Group Inc. | 1,128 | $231K | 0.1% | N/A | 0.008% | |
4/30/2024 | M Financial Asset Management Inc. | 5,643 | $1.15M | 3.4% | -17.1% | 0.038% | |
4/29/2024 | Commonwealth Equity Services LLC | 31,366 | $6.41M | 0.0% | -3.5% | 0.212% | |
4/26/2024 | Narwhal Capital Management | 30,560 | $6.25M | 0.6% | +4.8% | 0.206% | |
4/26/2024 | LifeSteps Financial Inc. | 753 | $154K | 0.1% | N/A | 0.005% | |
4/26/2024 | Sage Rhino Capital LLC | 11,068 | $2.26M | 0.5% | +1.2% | 0.075% | |
4/26/2024 | Checchi Capital Advisers LLC | 1,545 | $316K | 0.0% | -11.0% | 0.010% | |
4/25/2024 | Lodestar Private Asset Management LLC | 1,293 | $264K | 0.0% | -3.9% | 0.009% | |
4/25/2024 | Capital Investment Advisory Services LLC | 486 | $99K | 0.0% | -21.6% | 0.003% | |
4/25/2024 | Eudaimonia Advisors LLC | 6,834 | $1.40M | 0.7% | +39.8% | 0.046% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 16,647 | $3.40M | 0.0% | +45.2% | 0.112% | |
4/24/2024 | Leavell Investment Management Inc. | 2,897 | $592K | 0.0% | -15.2% | 0.020% | |
4/24/2024 | Trinity Legacy Partners LLC | 6,671 | $1.36M | 0.4% | +12.4% | 0.045% | |
4/24/2024 | Simplicity Wealth LLC | 7,880 | $1.61M | 0.0% | N/A | 0.053% | |
4/23/2024 | Fifth Third Bancorp | 3,128 | $639K | 0.0% | -11.8% | 0.021% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 37,186 | $7.60M | 0.0% | +6.0% | 0.251% | |
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4/22/2024 | Parsons Capital Management Inc. RI | 15,408 | $3.15M | 0.2% | -2.7% | 0.104% | |
4/22/2024 | Raymond James & Associates | 23,669 | $4.84M | 0.0% | -11.8% | 0.160% | |
4/19/2024 | Advisor Resource Council | 1,810 | $344K | 0.1% | N/A | 0.012% | |
4/19/2024 | Westside Investment Management Inc. | 441 | $90K | 0.0% | -18.3% | 0.003% | |
4/18/2024 | Woodmont Investment Counsel LLC | 250 | $51K | 0.0% | N/A | 0.002% | |
4/18/2024 | Exchange Capital Management Inc. | 24,704 | $5.05M | 0.8% | +1.9% | 0.167% | |
4/18/2024 | O ROURKE & COMPANY Inc | 1,696 | $347K | 0.2% | +17.4% | 0.011% | |
4/16/2024 | 180 Wealth Advisors LLC | 4,123 | $843K | 0.2% | +3.8% | 0.028% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 7,269 | $1.49M | 0.0% | +0.9% | 0.049% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 15,637 | $3.20M | 0.1% | +1.5% | 0.106% | |