4/25/2024 | Cambridge Investment Research Advisors Inc. | 111,099 | $2.64M | 0.0% | +24.4% | 0.163% | |
4/24/2024 | Activest Wealth Management | 58,280 | $1.39M | 0.7% | +74.9% | 0.086% | |
4/23/2024 | Global Retirement Partners LLC | 56,141 | $1.33M | 0.0% | +42.3% | 0.082% | |
4/23/2024 | Fifth Third Bancorp | 7,950 | $189K | 0.0% | -8.6% | 0.012% | |
4/23/2024 | Duncker Streett & Co. Inc. | 115,604 | $2.75M | 0.5% | -7.3% | 0.170% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 61,691 | $1.47M | 0.0% | +9.9% | 0.091% | |
|
4/22/2024 | Nilsine Partners LLC | 156,952 | $3.73M | 0.5% | +12.5% | 0.230% | |
4/22/2024 | PFG Investments LLC | 16,820 | $400K | 0.0% | N/A | 0.025% | |
4/22/2024 | BTS Asset Management Inc. | 15,337 | $365K | 0.3% | +7.0% | 0.023% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 322,374 | $7.66M | 0.4% | +29.2% | 0.473% | |
4/19/2024 | Kovack Advisors Inc. | 8,620 | $205K | 0.0% | N/A | 0.013% | |
4/19/2024 | Evolution Wealth Advisors LLC | 436,032 | $10.36M | 2.0% | +0.3% | 0.640% | |
4/18/2024 | Synergy Asset Management LLC | 317,802 | $7.55M | 1.3% | N/A | 0.467% | |
4/16/2024 | Courier Capital LLC | 33,299 | $792K | 0.1% | -2.7% | 0.049% | |
4/16/2024 | Seed Wealth Management Inc. | 128,958 | $3.07M | 2.9% | -13.0% | 0.189% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 57,985 | $1.38M | 0.0% | -9.2% | 0.085% | |
4/15/2024 | Windsor Capital Management LLC | 322,029 | $7.66M | 2.4% | +10.2% | 0.473% | |
4/15/2024 | Disciplined Investments LLC | 12,863 | $306K | 0.2% | N/A | 0.019% | |
4/15/2024 | Sound Income Strategies LLC | 3,996 | $95K | 0.0% | +33.4% | 0.006% | |
4/11/2024 | Cooper Financial Group | 21,515 | $511K | 0.1% | -6.0% | 0.033% | |
4/11/2024 | &PARTNERS | 55,110 | $1.29M | 0.2% | -34.8% | 0.084% | |
4/11/2024 | Matthew Goff Investment Advisor LLC | 673,280 | $16.00M | 3.2% | -0.2% | 1.020% | |
4/10/2024 | Atwood & Palmer Inc. | 8,951 | $213K | 0.0% | -8.9% | 0.014% | |
4/10/2024 | Park Avenue Securities LLC | 67,231 | $1.60M | 0.0% | +45.2% | 0.102% | |
4/8/2024 | Marion Wealth Management | 14,347 | $341K | 0.1% | -10.5% | 0.022% | |
4/8/2024 | RVW Wealth LLC | 28,458 | $676K | 0.1% | -4.3% | 0.043% | |
3/22/2024 | PNC Financial Services Group Inc. | 4,255 | $98K | 0.0% | -25.7% | 0.006% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 19,929 | $460K | 0.0% | -15.9% | 0.030% | |
3/4/2024 | Vima LLC | 3,364 | $78K | 0.2% | N/A | 0.005% | |
2/14/2024 | Northwest Wealth Management LLC | 87,999 | $2.03M | 0.6% | -3.7% | 0.133% | |
2/14/2024 | Prudential PLC | 40,500 | $935K | 0.0% | -37.2% | 0.061% | |
2/13/2024 | Stephens Inc. AR | 1,425,531 | $32.90M | 0.6% | -0.8% | 2.160% | |
2/13/2024 | Belpointe Asset Management LLC | 8,726 | $201K | 0.0% | -23.1% | 0.013% | |
2/13/2024 | FinTrust Capital Advisors LLC | 32,766 | $756K | 0.2% | -10.7% | 0.050% | |
2/12/2024 | Vectors Research Management LLC | 35,267 | $814K | 0.1% | -7.7% | 0.053% | |
2/12/2024 | Tradition Wealth Management LLC | 86,262 | $1.99M | 0.2% | +5.9% | 0.131% | |
2/12/2024 | Boston Family Office LLC | 339,984 | $7.85M | 0.6% | +9.0% | 0.515% | |
2/12/2024 | J. W. Coons Advisors LLC | 28,465 | $657K | 0.2% | +2.8% | 0.043% | |
2/12/2024 | Stifel Financial Corp | 304,780 | $7.03M | 0.0% | +5.4% | 0.462% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 43,457 | $1.00M | 0.0% | -6.5% | 0.066% | |
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2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 9,101 | $210K | 0.0% | N/A | 0.014% | |
2/9/2024 | Advisory Services Network LLC | 45,457 | $1.05M | 0.0% | +3.3% | 0.069% | |
2/9/2024 | Orion Portfolio Solutions LLC | 91,566 | $2.11M | 0.0% | -30.4% | 0.139% | |
2/9/2024 | LWS Wealth Advisors Inc. | 343,633 | $7.93M | 3.0% | +7.6% | 0.521% | |
2/9/2024 | Commerce Bank | 8,881 | $205K | 0.0% | N/A | 0.013% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 89,298 | $2.06M | 0.0% | -10.3% | 0.135% | |
2/9/2024 | Corient Private Wealth LLC | 46,946 | $1.08M | 0.0% | +51.2% | 0.071% | |
2/9/2024 | D.A. Davidson & CO. | 33,979 | $784K | 0.0% | +6.0% | 0.051% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 16,459 | $380K | 0.0% | +52.3% | 0.025% | |
2/9/2024 | UBS Group AG | 2,611,818 | $60.28M | 0.0% | -12.3% | 3.957% | |
2/8/2024 | Stelac Advisory Services LLC | 47,319 | $1.09M | 0.6% | -7.2% | 0.072% | |
2/8/2024 | Meridian Wealth Management LLC | 148,551 | $3.43M | 0.2% | -1.9% | 0.225% | |
2/8/2024 | FCA Corp TX | 115,869 | $2.67M | 0.9% | +5.0% | 0.176% | |
2/8/2024 | Addison Capital Co | 21,567 | $498K | 0.3% | N/A | 0.033% | |
2/8/2024 | Janney Montgomery Scott LLC | 316,856 | $7.31M | 0.0% | +11.4% | 0.480% | |
2/8/2024 | Ironwood Investment Counsel LLC | 67,825 | $1.57M | 0.3% | N/A | 0.103% | |
2/7/2024 | Wambolt & Associates LLC | 28,542 | $659K | 0.1% | -65.6% | 0.043% | |
2/7/2024 | Principal Financial Group Inc. | 126,276 | $2.91M | 0.0% | N/A | 0.191% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 29,349 | $677K | 0.0% | +55.0% | 0.044% | |
2/7/2024 | Invst LLC | 43,324 | $1.02M | 0.1% | -32.4% | 0.066% | |
2/7/2024 | Valley Wealth Managers Inc. | 19,950 | $460K | 0.0% | -5.6% | 0.030% | |
2/7/2024 | Royal Capital Wealth Management LLC | 14,600 | $337K | 0.3% | -45.1% | 0.022% | |
2/7/2024 | Endowment Wealth Management Inc. | 12,243 | $283K | 0.2% | -8.7% | 0.019% | |
2/7/2024 | Principal Securities Inc. | 86,030 | $1.99M | 0.1% | N/A | 0.130% | |
2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 19,549 | $451K | 0.1% | -2.9% | 0.030% | |
2/6/2024 | Everpar Advisors LLC | 10,551 | $244K | 0.1% | N/A | 0.016% | |
2/6/2024 | Private Advisor Group LLC | 151,893 | $3.51M | 0.0% | +150.5% | 0.230% | |
2/6/2024 | NTV Asset Management LLC | 78,090 | $1.80M | 0.3% | -4.9% | 0.118% | |
2/6/2024 | TCG Advisory Services LLC | 119,760 | $2.76M | 0.2% | -4.7% | 0.181% | |
2/6/2024 | Spectrum Asset Management Inc. | 362,656 | $8.03M | 11.9% | +53.3% | 0.549% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 215,890 | $4.98M | 0.1% | +8,895.4% | 0.327% | |
2/6/2024 | Benjamin Edwards Inc. | 36,400 | $840K | 0.2% | +21.9% | 0.055% | |
2/6/2024 | First Horizon Advisors Inc. | 39,757 | $918K | 0.0% | -12.2% | 0.060% | |
2/5/2024 | Oder Investment Management LLC | 96,732 | $2.23M | 2.2% | -6.6% | 0.147% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 34,110 | $787K | 0.1% | -7.2% | 0.052% | |
2/5/2024 | Kestra Private Wealth Services LLC | 119,707 | $2.76M | 0.1% | -3.1% | 0.181% | |
2/5/2024 | Transcend Capital Advisors LLC | 67,133 | $1.55M | 0.1% | +150.0% | 0.102% | |
2/2/2024 | Truist Financial Corp | 17,944 | $414K | 0.0% | +23.0% | 0.027% | |
2/2/2024 | Jackson Hole Capital Partners LLC | 85,328 | $1.97M | 0.5% | -10.2% | 0.129% | |
2/2/2024 | Atria Wealth Solutions Inc. | 19,326 | $446K | 0.0% | -10.1% | 0.029% | |
2/1/2024 | OLD National Bancorp IN | 34,085 | $787K | 0.0% | -23.3% | 0.052% | |
2/1/2024 | CWM LLC | 24,527 | $566K | 0.0% | +4,554.1% | 0.037% | |
1/31/2024 | Palouse Capital Management Inc. | 27,488 | $634K | 0.4% | -4.8% | 0.042% | |
1/31/2024 | Evolution Wealth Advisors LLC | 434,895 | $10.04M | 2.0% | -3.1% | 0.659% | |
1/31/2024 | Western Wealth Management LLC | 33,355 | $770K | 0.1% | -22.1% | 0.051% | |
1/31/2024 | Roman Butler Fullerton & Co. | 23,305 | $548K | 0.2% | -26.5% | 0.035% | |
1/30/2024 | Duncker Streett & Co. Inc. | 124,738 | $2.88M | 0.6% | -2.1% | 0.189% | |
1/30/2024 | Kades & Cheifetz LLC | 42,604 | $983K | 0.7% | -31.5% | 0.065% | |
1/29/2024 | Nottingham Advisors Inc. | 17,175 | $396K | 0.0% | -77.8% | 0.026% | |
1/29/2024 | Graypoint LLC | 249,285 | $5.75M | 0.5% | +1,400.6% | 0.378% | |
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1/29/2024 | Koshinski Asset Management Inc. | 21,425 | $494K | 0.1% | -42.3% | 0.032% | |
1/29/2024 | NewEdge Wealth LLC | 194,820 | $4.50M | 0.1% | +12.5% | 0.295% | |
1/29/2024 | Klingman & Associates LLC | 26,557 | $613K | 0.0% | -24.7% | 0.040% | |
1/26/2024 | Financial Counselors Inc. | 65,975 | $1.52M | 0.0% | -27.2% | 0.100% | |
1/26/2024 | Geneos Wealth Management Inc. | 11,868 | $274K | 0.0% | -4.0% | 0.018% | |
1/26/2024 | Dearborn Partners LLC | 30,156 | $696K | 0.0% | +80.8% | 0.046% | |
1/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 67,965 | $1.57M | 0.6% | -7.1% | 0.103% | |
1/25/2024 | Hazlett Burt & Watson Inc. | 3,517 | $81K | 0.1% | -68.6% | 0.005% | |
1/25/2024 | SeaBridge Investment Advisors LLC | 174,143 | $4.02M | 1.2% | +6.8% | 0.264% | |
1/24/2024 | Sowell Financial Services LLC | 34,272 | $791K | 0.0% | +8.5% | 0.052% | |