4/18/2024 | Nvest Financial LLC | 12,478 | $3.97M | 2.6% | +24.1% | 0.070% | |
4/18/2024 | Dixon Mitchell Investment Counsel Inc. | 85 | $27K | 0.0% | N/A | 0.000% | |
4/18/2024 | Exchange Capital Management Inc. | 23,962 | $7.61M | 1.2% | +0.6% | 0.135% | |
4/18/2024 | Fifth Third Securities Inc. | 5,438 | $1.73M | 0.2% | -17.1% | 0.031% | |
4/18/2024 | Clarity Wealth Advisors LLC | 19,087 | $6.07M | 2.1% | -5.1% | 0.107% | |
4/18/2024 | AMI Investment Management Inc. | 7,477 | $2.38M | 0.9% | -2.2% | 0.042% | |
|
4/17/2024 | Grimes & Company Inc. | 48,878 | $15.53M | 0.5% | -4.3% | 0.275% | |
4/16/2024 | Calton & Associates Inc. | 709 | $225K | 0.1% | -15.6% | 0.004% | |
4/16/2024 | Capital Asset Advisory Services LLC | 13,314 | $4.12M | 0.2% | +4.0% | 0.075% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 21,005 | $6.67M | 0.0% | +7.7% | 0.118% | |
4/15/2024 | Agate Pass Investment Management LLC | 1,201 | $382K | 0.2% | +51.8% | 0.007% | |
4/15/2024 | Brookstone Capital Management | 3,862 | $1.23M | 0.0% | -5.1% | 0.022% | |
4/15/2024 | Hobart Private Capital LLC | 32,408 | $10.30M | 3.1% | -1.1% | 0.182% | |
4/15/2024 | Atlas Capital Advisors LLC | 11,351 | $3.61M | 0.6% | -12.8% | 0.064% | |
4/15/2024 | Kwmg LLC | 13,278 | $4.22M | 0.5% | -0.3% | 0.075% | |
4/13/2024 | First Financial Corp IN | 7,170 | $2.28M | 1.2% | -1.1% | 0.042% | |
4/12/2024 | Ignite Planners LLC | 14,272 | $4.51M | 1.3% | -1.8% | 0.085% | |
4/12/2024 | Southland Equity Partners LLC | 863 | $274K | 0.1% | N/A | 0.005% | |
4/12/2024 | First PREMIER Bank | 753 | $239K | 0.1% | +13.7% | 0.004% | |
4/11/2024 | Royal Fund Management LLC | 4,718 | $1.51M | 0.1% | +11.6% | 0.028% | |
4/11/2024 | Beacon Capital Management Inc. | 517,407 | $163.36M | 6.8% | +235.8% | 3.065% | |
4/11/2024 | City State Bank | 207 | $66K | 0.0% | -17.9% | 0.001% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 506 | $161K | 0.1% | +8.6% | 0.003% | |
4/11/2024 | Executive Wealth Group LLC | 29,330 | $9.05M | 1.9% | +200.1% | 0.174% | |
4/10/2024 | Triangle Securities Wealth Management | 13,985 | $4.44M | 1.3% | -0.7% | 0.083% | |
4/10/2024 | LexAurum Advisors LLC | 1,666 | $529K | 0.1% | -8.0% | 0.010% | |
4/10/2024 | Park Avenue Securities LLC | 954 | $303K | 0.0% | -24.8% | 0.006% | |
4/10/2024 | Praetorian Wealth Management Inc. | 20,013 | $6.36M | 1.7% | +5.2% | 0.119% | |
4/10/2024 | Polianta Ltd | 21,400 | $6.80M | 3.3% | N/A | 0.127% | |
4/9/2024 | Collective Family Office LLC | 670 | $213K | 0.1% | -47.2% | 0.004% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 27,424 | $8.71M | 0.3% | +2.2% | 0.162% | |
4/3/2024 | Dentgroup LLC | 3,157 | $1.00M | 0.8% | -5.6% | 0.019% | |
4/1/2024 | Park National Corp OH | 18,471 | $5.87M | 0.2% | -5.1% | 0.109% | |
3/22/2024 | PNC Financial Services Group Inc. | 73,239 | $22.31M | 0.0% | -4.5% | 0.434% | |
3/19/2024 | M3 Advisory Group LLC | 682 | $208K | 0.2% | N/A | 0.004% | |
3/15/2024 | Skyline Advisors Inc. | 2,284 | $696K | 0.3% | N/A | 0.014% | |
3/5/2024 | Fisher Asset Management LLC | 2,070 | $631K | 0.0% | +15.4% | 0.012% | |
3/1/2024 | Goldman Sachs Group Inc. | 11,072 | $3.37M | 0.0% | +37.4% | 0.066% | |
2/29/2024 | Scarborough Advisors LLC | 148 | $45K | 0.0% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 3,052 | $930K | 0.0% | +10.3% | 0.018% | |
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2/26/2024 | Centaurus Financial Inc. | 4,033 | $1.23M | 0.1% | +30.7% | 0.024% | |
2/22/2024 | Scarborough Advisors LLC | 192 | $58K | 0.0% | N/A | 0.001% | |
2/21/2024 | WNY Asset Management LLC | 5,472 | $1.67M | 0.3% | -29.3% | 0.032% | |
2/16/2024 | O Dell Group LLC | 270 | $82K | 0.0% | N/A | 0.002% | |
2/16/2024 | GSA Capital Partners LLP | 4,749 | $1.45M | 0.1% | -41.3% | 0.028% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 4,090 | $1.25M | 0.0% | -14.2% | 0.024% | |
2/15/2024 | Venture Visionary Partners LLC | 2,188 | $666K | 0.0% | -21.5% | 0.013% | |
2/15/2024 | Baker Avenue Asset Management LP | 4,574 | $1.39M | 0.1% | +1.8% | 0.027% | |
2/15/2024 | Atlas Capital Advisors LLC | 13,017 | $3.96M | 0.6% | +5.1% | 0.077% | |
2/15/2024 | Nwam LLC | 672 | $205K | 0.0% | -9.8% | 0.004% | |
2/15/2024 | Buckingham Strategic Partners LLC | 820 | $250K | 0.0% | -29.1% | 0.005% | |
2/15/2024 | Baird Financial Group Inc. | 1,620 | $493K | 0.0% | -2.7% | 0.010% | |
2/15/2024 | Bragg Financial Advisors Inc | 1,605 | $489K | 0.0% | -6.9% | 0.010% | |
2/15/2024 | Comerica Bank | 9,151 | $2.79M | 0.0% | -1.6% | 0.054% | |
2/14/2024 | Royal Bank of Canada | 84,356 | $25.69M | 0.0% | +12.1% | 0.500% | |
2/14/2024 | Kestra Advisory Services LLC | 6,477 | $1.97M | 0.0% | +4.9% | 0.038% | |
2/14/2024 | Creative Planning | 9,617 | $2.93M | 0.0% | -1.6% | 0.057% | |
2/14/2024 | BOKF NA | 9,385 | $2.86M | 0.1% | -0.8% | 0.056% | |
2/14/2024 | Visionary Wealth Advisors | 12,639 | $3.85M | 0.3% | -15.2% | 0.075% | |
2/14/2024 | Cresset Asset Management LLC | 4,982 | $1.52M | 0.0% | +8.7% | 0.030% | |
2/14/2024 | Woodward Diversified Capital LLC | 2,479 | $755K | 0.5% | -46.5% | 0.015% | |
2/14/2024 | Waterloo Capital L.P. | 1,306 | $398K | 0.1% | N/A | 0.008% | |
2/13/2024 | Angeles Wealth Management LLC | 126 | $38K | 0.0% | N/A | 0.001% | |
2/13/2024 | Envestnet Asset Management Inc. | 176,412 | $53.73M | 0.0% | -55.8% | 1.045% | |
2/13/2024 | Stephens Inc. AR | 4,579 | $1.40M | 0.0% | -1.6% | 0.027% | |
2/13/2024 | Northern Trust Corp | 5,668 | $1.73M | 0.0% | -14.5% | 0.034% | |
2/13/2024 | Cetera Advisor Networks LLC | 17,412 | $5.30M | 0.0% | -59.7% | 0.103% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,085 | $330K | 0.0% | -88.0% | 0.006% | |
2/13/2024 | Goldman Sachs Group Inc. | 11,072 | $3.37M | 0.0% | +37.4% | 0.066% | |
2/13/2024 | CIBC Private Wealth Group LLC | 680 | $207K | 0.0% | N/A | 0.004% | |
2/13/2024 | The Manufacturers Life Insurance Company | 2,661 | $810K | 0.0% | N/A | 0.016% | |
2/13/2024 | Jones Financial Companies Lllp | 1,317 | $401K | 0.0% | +5.2% | 0.008% | |
2/12/2024 | Tradition Wealth Management LLC | 2,362 | $719K | 0.1% | -18.8% | 0.014% | |
2/12/2024 | Condor Capital Management | 2,480 | $755K | 0.1% | -1.9% | 0.015% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 660 | $201K | 0.0% | N/A | 0.004% | |
2/12/2024 | Olistico Wealth LLC | 4,880 | $1.49M | 1.2% | -9.4% | 0.029% | |
2/12/2024 | Focus Financial Network Inc. ADV | 994 | $303K | 0.0% | N/A | 0.006% | |
2/12/2024 | Stifel Financial Corp | 95,966 | $29.23M | 0.0% | +4.4% | 0.569% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 3,175 | $967K | 0.0% | -1.4% | 0.019% | |
2/12/2024 | Madden Advisory Services Inc. | 7,702 | $2.35M | 1.3% | -0.7% | 0.046% | |
2/12/2024 | Mitchell Sinkler & Starr PA | 120 | $37K | 0.0% | N/A | 0.001% | |
2/12/2024 | Cape Investment Advisory Inc. | 865 | $263K | 0.1% | -33.2% | 0.005% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 2,328 | $709K | 0.0% | -34.0% | 0.014% | |
2/9/2024 | Commerce Bank | 734 | $224K | 0.0% | N/A | 0.004% | |
2/9/2024 | US Bancorp DE | 2,995 | $912K | 0.0% | -13.3% | 0.018% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 32,683 | $9.95M | 0.0% | -9.7% | 0.194% | |
2/9/2024 | EverSource Wealth Advisors LLC | 131 | $40K | 0.0% | -59.9% | 0.001% | |
2/9/2024 | Berkeley Capital Partners LLC | 2,838 | $864K | 0.3% | +39.1% | 0.017% | |
2/9/2024 | Corient Private Wealth LLC | 21,422 | $6.53M | 0.0% | +5.1% | 0.127% | |
2/9/2024 | D.A. Davidson & CO. | 3,827 | $1.17M | 0.0% | -4.2% | 0.023% | |
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2/9/2024 | Wells Fargo & Company MN | 311,968 | $95.01M | 0.0% | -13.9% | 1.848% | |
2/9/2024 | UBS Group AG | 432,491 | $131.72M | 0.0% | +2.4% | 2.562% | |
2/9/2024 | PNC Financial Services Group Inc. | 73,239 | $22.31M | 0.0% | -4.5% | 0.434% | |
2/8/2024 | Brown Advisory Inc. | 2,896 | $882K | 0.0% | +20.9% | 0.017% | |
2/8/2024 | Kingsview Wealth Management LLC | 881 | $268K | 0.0% | -12.1% | 0.005% | |
2/8/2024 | Haverford Trust Co | 5,046 | $1.54M | 0.0% | -2.1% | 0.030% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 3,061 | $932K | 0.1% | +20.4% | 0.018% | |
2/8/2024 | Beacon Pointe Advisors LLC | 905 | $276K | 0.0% | -5.2% | 0.005% | |
2/8/2024 | Exchange Capital Management Inc. | 23,830 | $7.26M | 1.3% | +5.5% | 0.141% | |
2/8/2024 | Apexium Financial LP | 6,546 | $1.99M | 0.1% | -3.5% | 0.039% | |