4/24/2024 | Trinity Legacy Partners LLC | 35,517 | $8.67M | 2.5% | +122.6% | 0.163% | |
4/24/2024 | Simplicity Wealth LLC | 6,659 | $1.63M | 0.0% | N/A | 0.031% | |
4/23/2024 | Global Retirement Partners LLC | 946 | $231K | 0.0% | +6.5% | 0.004% | |
4/23/2024 | Fifth Third Bancorp | 6,181 | $1.51M | 0.0% | -3.1% | 0.028% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 98,479 | $24.04M | 0.0% | -2.7% | 0.452% | |
4/22/2024 | Harfst & Associates Inc. | 7,233 | $1.77M | 0.8% | N/A | 0.033% | |
|
4/22/2024 | Raymond James & Associates | 92,641 | $22.62M | 0.0% | +6.8% | 0.425% | |
4/22/2024 | BTS Asset Management Inc. | 409 | $100K | 0.1% | N/A | 0.002% | |
4/19/2024 | ZRC Wealth Management LLC | 352 | $86K | 0.0% | -25.4% | 0.002% | |
4/19/2024 | Kovack Advisors Inc. | 965 | $236K | 0.0% | N/A | 0.004% | |
4/19/2024 | Dupree Financial Group LLC | 1,082 | $264K | 0.1% | -4.4% | 0.005% | |
4/19/2024 | IVC Wealth Advisors LLC | 903 | $220K | 0.1% | -12.2% | 0.004% | |
4/18/2024 | Saxon Interests Inc. | 3,584 | $875K | 0.4% | -3.4% | 0.016% | |
4/18/2024 | Woodmont Investment Counsel LLC | 150 | $37K | 0.0% | N/A | 0.001% | |
4/18/2024 | Exchange Capital Management Inc. | 24,606 | $6.01M | 1.0% | +0.8% | 0.113% | |
4/18/2024 | tru Independence LLC | 2,020 | $493K | 0.1% | -4.3% | 0.009% | |
4/17/2024 | Founders Financial Securities LLC | 2,070 | $505K | 0.1% | +11.5% | 0.009% | |
4/16/2024 | Independence Bank of Kentucky | 145 | $35K | 0.0% | -32.6% | 0.001% | |
4/16/2024 | Calton & Associates Inc. | 4,620 | $1.13M | 0.5% | -7.9% | 0.021% | |
4/16/2024 | Courier Capital LLC | 1,075 | $262K | 0.0% | -5.5% | 0.005% | |
4/16/2024 | Maltin Wealth Management Inc. | 15,417 | $3.76M | 2.1% | +3.4% | 0.071% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 3,660 | $894K | 0.0% | +5.2% | 0.017% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 2,337 | $571K | 0.0% | +2.3% | 0.011% | |
4/15/2024 | Brookstone Capital Management | 1,883 | $460K | 0.0% | -49.0% | 0.009% | |
4/15/2024 | Atlas Capital Advisors LLC | 1,745 | $426K | 0.1% | +12.3% | 0.008% | |
4/13/2024 | First Financial Corp IN | 7,541 | $1.84M | 0.9% | +8.6% | 0.037% | |
4/12/2024 | First PREMIER Bank | 831 | $203K | 0.1% | -10.6% | 0.004% | |
4/12/2024 | Game Plan Financial Advisors LLC | 2,992 | $730K | 0.4% | -1.6% | 0.015% | |
4/12/2024 | High Net Worth Advisory Group LLC | 2,156 | $527K | 0.2% | -4.4% | 0.011% | |
4/11/2024 | Royal Fund Management LLC | 6,355 | $1.56M | 0.2% | +10.8% | 0.031% | |
4/11/2024 | Beacon Capital Management Inc. | 713,788 | $172.79M | 7.2% | +210.7% | 3.535% | |
4/11/2024 | City State Bank | 2,852 | $696K | 0.3% | -1.7% | 0.014% | |
4/11/2024 | Optimum Investment Advisors | 147 | $36K | 0.0% | +51.5% | 0.001% | |
4/11/2024 | Cadent Capital Advisors LLC | 49,887 | $12.18M | 4.8% | +66.4% | 0.247% | |
4/10/2024 | Compass Financial Group INC SD | 130,729 | $31.92M | 7.4% | +4.0% | 0.647% | |
4/10/2024 | Praetorian Wealth Management Inc. | 11,397 | $2.78M | 0.7% | -1.0% | 0.056% | |
4/9/2024 | Collective Family Office LLC | 4,365 | $1.07M | 0.3% | +26.9% | 0.022% | |
4/9/2024 | Destiny Wealth Partners LLC | 44,940 | $10.97M | 2.0% | -10.4% | 0.223% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 33,099 | $8.08M | 0.3% | +1.5% | 0.164% | |
4/1/2024 | Park National Corp OH | 13,060 | $3.19M | 0.1% | -11.1% | 0.065% | |
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3/22/2024 | PNC Financial Services Group Inc. | 51,152 | $11.28M | 0.0% | -9.3% | 0.253% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 3,126 | $689K | 0.0% | -14.7% | 0.015% | |
3/8/2024 | ICA Group Wealth Management LLC | 285 | $63K | 0.0% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 7,980 | $1.76M | 0.0% | -1.5% | 0.040% | |
2/29/2024 | Scarborough Advisors LLC | 215 | $47K | 0.0% | N/A | 0.001% | |
2/27/2024 | Counterweight Ventures LLC | 7,590 | $1.67M | 1.5% | N/A | 0.038% | |
2/26/2024 | Syon Capital LLC | 12,577 | $2.77M | 0.2% | -2.1% | 0.062% | |
2/26/2024 | Integrated Advisors Network LLC | 5,625 | $1.24M | 0.1% | +41.8% | 0.028% | |
2/22/2024 | Scarborough Advisors LLC | 13,009 | $2.87M | 0.1% | N/A | 0.064% | |
2/20/2024 | Able Wealth Management LLC | 191 | $42K | 0.0% | N/A | 0.001% | |
2/15/2024 | Comerica Bank | 8,975 | $1.98M | 0.0% | -12.1% | 0.044% | |
2/14/2024 | Barometer Capital Management Inc. | 3,717 | $819K | 0.3% | +16.2% | 0.018% | |
2/14/2024 | Woodward Diversified Capital LLC | 6,009 | $1.33M | 0.8% | -14.5% | 0.030% | |
2/14/2024 | Waterloo Capital L.P. | 1,296 | $286K | 0.0% | N/A | 0.006% | |
2/13/2024 | Cetera Advisor Networks LLC | 56,525 | $12.46M | 0.1% | -41.5% | 0.280% | |
2/13/2024 | Oppenheimer & Co. Inc. | 7,237 | $1.60M | 0.0% | -3.1% | 0.036% | |
2/13/2024 | Jones Financial Companies Lllp | 480 | $106K | 0.0% | +458.1% | 0.002% | |
2/12/2024 | Scotia Capital Inc. | 1,502 | $331K | 0.0% | -4.8% | 0.007% | |
2/12/2024 | Laidlaw Wealth Management LLC | 7,305 | $1.61M | 0.6% | -2.7% | 0.036% | |
2/12/2024 | Fiduciary Trust Co | 3,151 | $695K | 0.0% | -3.0% | 0.016% | |
2/12/2024 | Focus Financial Network Inc. ADV | 11,157 | $2.46M | 0.1% | N/A | 0.055% | |
2/12/2024 | Stifel Financial Corp | 145,990 | $32.18M | 0.0% | +1.5% | 0.723% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 21,991 | $4.85M | 0.1% | +11.0% | 0.109% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 38,130 | $8.41M | 3.2% | +3.5% | 0.189% | |
2/12/2024 | Madden Advisory Services Inc. | 7,103 | $1.57M | 0.9% | -3.4% | 0.035% | |
2/12/2024 | Parallel Advisors LLC | 5,076 | $1.12M | 0.0% | -13.6% | 0.025% | |
2/12/2024 | Cape Investment Advisory Inc. | 166 | $37K | 0.0% | -78.5% | 0.001% | |
2/9/2024 | Advisory Services Network LLC | 1,915 | $422K | 0.0% | -3.6% | 0.009% | |
2/9/2024 | Commerce Bank | 1,076 | $237K | 0.0% | N/A | 0.005% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 13,610 | $3M | 0.0% | -26.0% | 0.067% | |
2/9/2024 | EverSource Wealth Advisors LLC | 540 | $119K | 0.0% | -36.7% | 0.003% | |
2/9/2024 | Berkeley Capital Partners LLC | 38,732 | $8.54M | 2.8% | +1.9% | 0.192% | |
2/9/2024 | Corient Private Wealth LLC | 35,630 | $7.85M | 0.0% | +0.7% | 0.176% | |
2/9/2024 | D.A. Davidson & CO. | 6,333 | $1.40M | 0.0% | +4.9% | 0.031% | |
2/9/2024 | Wells Fargo & Company MN | 421,150 | $92.83M | 0.0% | -16.4% | 2.086% | |
2/9/2024 | UBS Group AG | 394,512 | $86.96M | 0.0% | +3.4% | 1.954% | |
2/9/2024 | PNC Financial Services Group Inc. | 51,152 | $11.28M | 0.0% | -9.3% | 0.253% | |
2/8/2024 | Brown Advisory Inc. | 2,200 | $485K | 0.0% | +58.8% | 0.011% | |
2/8/2024 | Beacon Pointe Advisors LLC | 1,835 | $404K | 0.0% | -6.4% | 0.009% | |
2/8/2024 | Exchange Capital Management Inc. | 24,402 | $5.38M | 1.0% | +3.9% | 0.121% | |
2/8/2024 | Apexium Financial LP | 3,634 | $801K | 0.1% | -1.9% | 0.018% | |
2/8/2024 | MinichMacGregor Wealth Management LLC | 18,326 | $4.04M | 1.2% | +3.3% | 0.091% | |
2/8/2024 | Foundations Investment Advisors LLC | 13,022 | $2.89M | 0.1% | +7.9% | 0.064% | |
2/8/2024 | Janney Montgomery Scott LLC | 23,602 | $5.20M | 0.0% | +1.1% | 0.117% | |
2/8/2024 | Gables Capital Management Inc. | 368 | $81K | 0.1% | N/A | 0.002% | |
2/8/2024 | RBA Wealth Management LLC | 3,343 | $737K | 0.3% | -5.6% | 0.017% | |
2/7/2024 | Avantax Advisory Services Inc. | 9,179 | $2.02M | 0.0% | -42.7% | 0.045% | |
2/7/2024 | Ieq Capital LLC | 1,045 | $230K | 0.0% | N/A | 0.005% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 13,618 | $3.00M | 0.0% | -63.5% | 0.067% | |
2/7/2024 | Invst LLC | 38,328 | $8.56M | 1.1% | -20.1% | 0.190% | |
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2/7/2024 | Johnson Investment Counsel Inc. | 5,791 | $1.28M | 0.0% | -13.3% | 0.029% | |
2/7/2024 | AGF Management Ltd. | 46,370 | $10.22M | 0.1% | -1.1% | 0.230% | |
2/7/2024 | Calton & Associates Inc. | 5,019 | $1.11M | 0.4% | N/A | 0.025% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 6,562 | $1.45M | 0.0% | -4.9% | 0.033% | |
2/7/2024 | Sonata Capital Group Inc. | 4,450 | $981K | 0.5% | -2.2% | 0.022% | |
2/7/2024 | Principal Securities Inc. | 283 | $62K | 0.0% | N/A | 0.001% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 8,746 | $1.93M | 0.1% | +53.0% | 0.043% | |
2/6/2024 | N.E.W. Advisory Services LLC | 2,273 | $501K | 0.1% | -10.2% | 0.011% | |
2/6/2024 | Idaho Trust Bank | 3,880 | $855K | 0.5% | -29.9% | 0.019% | |
2/6/2024 | Private Advisor Group LLC | 20,005 | $4.41M | 0.0% | -19.9% | 0.099% | |