5/24/2024 | Cetera Advisors LLC | 3,654 | $372K | 0.0% | N/A | 0.097% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 86,942 | $8.85M | 0.8% | +0.5% | 2.300% | |
5/14/2024 | Sax Wealth Advisors LLC | 2,057 | $209K | 0.0% | N/A | 0.054% | |
5/2/2024 | Salomon & Ludwin LLC | 55,766 | $5.68M | 0.5% | -12.3% | 1.475% | |
4/30/2024 | WealthBridge Capital Management LLC | 21,531 | $2.19M | 0.7% | +4.0% | 0.582% | |
4/29/2024 | Commonwealth Equity Services LLC | 43,145 | $4.39M | 0.0% | -6.7% | 1.166% | |
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4/27/2024 | White Pine Investment CO | 20,241 | $2.06M | 0.6% | -0.6% | 0.547% | |
4/26/2024 | Augustine Asset Management Inc. | 2,035 | $207K | 0.1% | -7.5% | 0.055% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 4,406 | $448K | 0.0% | -9.3% | 0.119% | |
4/23/2024 | Wesbanco Bank Inc. | 1,969 | $200K | 0.0% | N/A | 0.053% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 12,089 | $1.23M | 0.0% | +27.0% | 0.327% | |
4/19/2024 | Westside Investment Management Inc. | 17,428 | $1.77M | 0.4% | -2.8% | 0.471% | |
4/16/2024 | Noble Family Wealth LLC | 84,105 | $8.56M | 2.4% | -0.4% | 2.273% | |
4/16/2024 | Independence Bank of Kentucky | 775 | $79K | 0.0% | N/A | 0.021% | |
4/16/2024 | Webster Bank N. A. | 4,460 | $454K | 0.1% | -15.8% | 0.121% | |
4/10/2024 | PPS&V Asset Management Consultants Inc. | 4,085 | $416K | 0.3% | -16.6% | 0.098% | |
4/9/2024 | Lowe Wealth Advisors LLC | 1,083 | $110K | 0.1% | -8.5% | 0.026% | |
3/8/2024 | ICA Group Wealth Management LLC | 325 | $31K | 0.0% | N/A | 0.008% | |
2/15/2024 | Guardian Wealth Management Inc. | 804 | $77K | 0.1% | -31.6% | 0.019% | |
2/12/2024 | Robinson Smith Wealth Advisors LLC | 7,970 | $764K | 0.8% | N/A | 0.192% | |
2/12/2024 | RS Crum Inc. | 3,415 | $328K | 0.1% | -23.1% | 0.082% | |
2/12/2024 | Focus Financial Network Inc. ADV | 8,063 | $773K | 0.0% | N/A | 0.194% | |
2/9/2024 | Congress Wealth Management LLC DE | 27,000 | $2.59M | 0.0% | -3.4% | 0.651% | |
2/8/2024 | Janney Montgomery Scott LLC | 11,257 | $1.08M | 0.0% | -2.2% | 0.271% | |
2/7/2024 | AGF Management Ltd. | 3,795 | $364K | 0.0% | -11.6% | 0.091% | |
2/6/2024 | Apollon Wealth Management LLC | 15,586 | $1.50M | 0.1% | +0.9% | 0.376% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 312 | $30K | 0.0% | -58.7% | 0.008% | |
2/6/2024 | SouthState Corp | 2,124 | $204K | 0.0% | -15.8% | 0.051% | |
2/5/2024 | Altrius Capital Management Inc | 4,551 | $437K | 0.1% | -3.6% | 0.110% | |
2/1/2024 | Element Wealth LLC | 2,542 | $244K | 0.2% | -11.0% | 0.061% | |
1/31/2024 | Institute for Wealth Management LLC. | 8,851 | $849K | 0.1% | -4.1% | 0.213% | |
1/26/2024 | Cerity Partners LLC | 9,647 | $925K | 0.0% | -2.2% | 0.232% | |
1/26/2024 | White Pine Investment CO | 20,358 | $1.95M | 0.6% | -0.6% | 0.491% | |
1/24/2024 | Allworth Financial LP | 664 | $64K | 0.0% | -17.3% | 0.016% | |
1/24/2024 | Augustine Asset Management Inc. | 2,199 | $211K | 0.1% | N/A | 0.053% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 9,519 | $913K | 0.0% | -7.2% | 0.229% | |
1/16/2024 | Raymond James & Associates | 8,201 | $786K | 0.0% | -4.5% | 0.198% | |
1/12/2024 | Westside Investment Management Inc. | 17,932 | $1.72M | 0.4% | -1.6% | 0.432% | |
1/11/2024 | BKM Wealth Management LLC | 43,577 | $4.18M | 0.2% | N/A | 1.050% | |
1/9/2024 | Traverso Chambers Private Wealth Management LLC | 16,326 | $1.57M | 0.4% | -1.0% | 0.393% | |
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1/5/2024 | Apella Capital LLC | 4,600 | $438K | 0.0% | N/A | 0.111% | |
11/30/2023 | Modera Wealth Management LLC | 6,821 | $607K | 0.0% | N/A | 0.164% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 25,659 | $2.28M | 0.0% | -1.1% | 0.618% | |
11/14/2023 | Tower Research Capital LLC TRC | 3,863 | $344K | 0.0% | -14.3% | 0.093% | |
11/13/2023 | Jaffetilchin Investment Partners LLC | 85,960 | $7.65M | 0.8% | +0.8% | 2.071% | |
11/8/2023 | Wade G W & Inc. | 5,258 | $468K | 0.0% | -2.7% | 0.127% | |
11/8/2023 | WealthBridge Capital Management LLC | 20,935 | $1.86M | 0.7% | -4.8% | 0.504% | |
10/30/2023 | Congress Wealth Management LLC DE | 27,941 | $2.49M | 0.1% | N/A | 0.673% | |
10/30/2023 | Altrius Capital Management Inc | 4,721 | $420K | 0.1% | -11.1% | 0.114% | |
10/27/2023 | White Pine Investment CO | 20,475 | $1.82M | 0.6% | -9.7% | 0.493% | |
10/24/2023 | Bouchey Financial Group Ltd | 2,840 | $253K | 0.0% | N/A | 0.068% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,257 | $912K | 0.0% | -20.1% | 0.247% | |
10/24/2023 | Raymond James & Associates | 8,585 | $764K | 0.0% | -1.7% | 0.207% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 7,461 | $664K | 0.0% | -8.1% | 0.180% | |
10/23/2023 | Commonwealth Equity Services LLC | 52,626 | $4.68M | 0.0% | -3.3% | 1.268% | |
10/16/2023 | Well Done LLC | 18,285 | $1.63M | 0.4% | -5.5% | 0.441% | |
10/10/2023 | Webster Bank N. A. | 5,300 | $472K | 0.1% | -7.5% | 0.128% | |
8/15/2023 | Cahill Financial Advisors Inc. | 20,014 | $1.87M | 0.3% | -5.0% | 0.482% | |
8/14/2023 | Aspen Grove Capital LLC | 8,250 | $772K | 0.2% | N/A | 0.199% | |
8/14/2023 | Cerity Partners LLC | 12,240 | $1.15M | 0.0% | N/A | 0.295% | |
8/11/2023 | Biondo Investment Advisors LLC | 9,688 | $906K | 0.2% | +2.3% | 0.233% | |
8/10/2023 | Altrius Capital Management Inc | 5,313 | $497K | 0.1% | -10.1% | 0.128% | |
8/10/2023 | Commonwealth Equity Services LLC | 54,448 | $5.09M | 0.0% | -2.8% | 1.312% | |
8/10/2023 | Cetera Advisor Networks LLC | 6,414 | $600K | 0.0% | -32.8% | 0.155% | |
8/9/2023 | RS Crum Inc. | 4,440 | $415K | 0.1% | N/A | 0.107% | |
8/9/2023 | Spire Wealth Management | 4,175 | $390K | 0.0% | -15.0% | 0.101% | |
8/9/2023 | Flow Traders U.S. LLC | 5,954 | $557K | 0.0% | -21.7% | 0.143% | |
8/8/2023 | Prospera Financial Services Inc | 16,986 | $1.59M | 0.1% | +1.5% | 0.409% | |
8/4/2023 | Kelman Lazarov Inc. | 7,031 | $658K | 0.2% | -12.5% | 0.169% | |
8/4/2023 | White Pine Investment CO | 22,680 | $2.12M | 0.7% | -13.7% | 0.547% | |
8/4/2023 | Envestnet Asset Management Inc. | 30,181 | $2.82M | 0.0% | -5.1% | 0.727% | |
8/2/2023 | LGL Partners LLC | 4,866 | $455K | 0.1% | +76.2% | 0.113% | |
8/2/2023 | Bank of Montreal Can | 580 | $54K | 0.0% | N/A | 0.013% | |
8/1/2023 | WealthBridge Capital Management LLC | 21,998 | $2.06M | 0.8% | +1.9% | 0.512% | |
7/31/2023 | LPL Financial LLC | 30,577 | $2.86M | 0.0% | +13.8% | 0.711% | |
7/31/2023 | Nadler Financial Group Inc. | 5,730 | $536K | 0.1% | -32.1% | 0.133% | |
7/28/2023 | Koshinski Asset Management Inc. | 2,590 | $242K | 0.0% | -66.6% | 0.060% | |
7/26/2023 | Janney Montgomery Scott LLC | 11,500 | $1.08M | 0.0% | +3.3% | 0.267% | |
7/26/2023 | Fifth Third Bancorp | 900 | $84K | 0.0% | -63.1% | 0.021% | |
7/26/2023 | Glass Jacobson Investment Advisors llc | 1,000 | $94K | 0.0% | N/A | 0.023% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 12,839 | $1.20M | 0.0% | -1.5% | 0.299% | |
7/25/2023 | Raymond James & Associates | 8,730 | $817K | 0.0% | -4.4% | 0.203% | |
7/24/2023 | Augustine Asset Management Inc. | 2,167 | $203K | 0.1% | N/A | 0.050% | |
7/24/2023 | Salomon & Ludwin LLC | 64,525 | $6.04M | 0.6% | -2.4% | 1.501% | |
7/21/2023 | Creative Planning | 2,547 | $238K | 0.0% | +4.7% | 0.059% | |
7/18/2023 | Allworth Financial LP | 853 | $80K | 0.0% | -41.0% | 0.020% | |
7/18/2023 | StrategIQ Financial Group LLC | 6,228 | $583K | 0.1% | -4.6% | 0.145% | |
7/14/2023 | Westside Investment Management Inc. | 18,121 | $1.70M | 0.5% | -4.5% | 0.421% | |
7/13/2023 | Webster Bank N. A. | 5,730 | $536K | 0.1% | -7.1% | 0.133% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 8,121 | $760K | 0.0% | -15.8% | 0.189% | |
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5/17/2023 | Westside Investment Management Inc. | 18,969 | $1.74M | 0.5% | -3.5% | 0.441% | |
5/12/2023 | Cahill Financial Advisors Inc. | 21,071 | $1.93M | 0.3% | -2.2% | 0.490% | |
5/11/2023 | Noble Family Wealth LLC | 84,643 | $7.76M | 2.6% | N/A | 1.968% | |
5/11/2023 | Jaffetilchin Investment Partners LLC | 84,750 | $7.77M | 0.9% | +0.5% | 1.971% | |
5/11/2023 | Commonwealth Equity Services LLC | 56,030 | $5.14M | 0.0% | +6.3% | 1.303% | |
5/10/2023 | MAI Capital Management | 2,885 | $264K | 0.0% | -23.9% | 0.067% | |
5/9/2023 | Spire Wealth Management | 4,913 | $450K | 0.0% | +71.1% | 0.114% | |
5/9/2023 | Guardian Wealth Management Inc. | 1,393 | $128K | 0.1% | -16.8% | 0.032% | |
5/9/2023 | Biondo Investment Advisors LLC | 9,473 | $868K | 0.2% | -3.1% | 0.220% | |
5/9/2023 | US Bancorp DE | 7,680 | $704K | 0.0% | -3.8% | 0.179% | |