11/15/2024 | Stifel Financial Corp | 96,587 | $6.31M | 0.0% | +1.6% | 1.327% | |
11/13/2024 | Freedom Investment Management Inc. | 42,748 | $2.80M | 0.2% | -4.8% | 0.587% | |
11/13/2024 | Private Trust Co. NA | 1,950 | $127K | 0.0% | N/A | 0.027% | |
11/13/2024 | Prosperity Financial Group Inc. | 11,646 | $761K | 0.4% | +1.3% | 0.160% | |
10/25/2024 | Mutual Advisors LLC | 55,389 | $3.65M | 0.1% | +4.7% | 0.761% | |
10/21/2024 | Wealth Effects LLC | 3,203 | $209K | 0.1% | N/A | 0.044% | |
|
10/17/2024 | Onyx Bridge Wealth Group LLC | 122,876 | $8.03M | 1.2% | -0.9% | 1.688% | |
10/16/2024 | SeaCrest Wealth Management LLC | 11,725 | $766K | 0.1% | -3.2% | 0.161% | |
10/10/2024 | JBR Co Financial Management Inc | 4,245 | $278K | 0.2% | -3.5% | 0.058% | |
10/10/2024 | HCR Wealth Advisors | 25,714 | $1.68M | 0.2% | +414.3% | 0.353% | |
10/9/2024 | Patten Group Inc. | 8,234 | $538K | 0.1% | +55.6% | 0.113% | |
10/8/2024 | Gill Capital Partners LLC | 69,269 | $4.53M | 1.6% | -1.3% | 0.951% | |
10/8/2024 | Legacy Private Trust Co. | 97,776 | $6.39M | 0.4% | -1.3% | 1.343% | |
10/3/2024 | Duncan Williams Asset Management LLC | 29,941 | $1.96M | 1.1% | N/A | 0.411% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 264,187 | $16.43M | 0.4% | -33.8% | 3.629% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 8,105 | $503K | 0.0% | +2.8% | 0.111% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 780,689 | $48.36M | 0.1% | -2.2% | 10.724% | |
8/9/2024 | WealthPLAN Partners LLC | 7,239 | $449K | 0.0% | -7.7% | 0.099% | |
8/8/2024 | Envestnet Asset Management Inc. | 167,252 | $10.38M | 0.0% | -4.7% | 2.297% | |
8/7/2024 | Wedbush Securities Inc. | 17,514 | $1.09M | 0.0% | -5.1% | 0.241% | |
8/7/2024 | HCR Wealth Advisors | 5,000 | $310K | 0.0% | N/A | 0.069% | |
8/1/2024 | Waterfront Wealth Inc. | 98,894 | $6.13M | 1.7% | -6.9% | 1.358% | |
7/31/2024 | Commonwealth Equity Services LLC | 21,828 | $1.35M | 0.0% | -0.9% | 0.300% | |
7/30/2024 | Atlas Capital Advisors LLC | 13,881 | $861K | 0.1% | +3.0% | 0.191% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 63,429 | $3.93M | 0.0% | -21.4% | 0.871% | |
7/26/2024 | Bank of New York Mellon Corp | 109,066 | $6.77M | 0.0% | -9.6% | 1.498% | |
7/22/2024 | SeaCrest Wealth Management LLC | 12,114 | $751K | 0.1% | +24.7% | 0.166% | |
7/19/2024 | Pacific Sun Financial Corp | 3,540 | $220K | 0.1% | -9.2% | 0.049% | |
7/19/2024 | Raymond James & Associates | 19,396 | $1.20M | 0.0% | +60.4% | 0.266% | |
5/24/2024 | Cetera Advisors LLC | 7,144 | $434K | 0.0% | N/A | 0.098% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 398,841 | $24.23M | 0.6% | +45.9% | 5.479% | |
5/8/2024 | Thoroughbred Financial Services LLC | 15,074 | $915K | 0.1% | -1.6% | 0.207% | |
5/7/2024 | Oppenheimer & Co. Inc. | 4,352 | $264K | 0.0% | N/A | 0.060% | |
5/6/2024 | Gill Capital Partners LLC | 70,260 | $4.05M | 1.6% | -9.5% | 0.965% | |
5/2/2024 | Mutual Advisors LLC | 53,532 | $3.25M | 0.1% | -16.5% | 0.735% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 124,086 | $7.24M | 1.3% | -1.3% | 1.704% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 80,669 | $4.90M | 0.0% | +8.8% | 1.108% | |
4/24/2024 | Leavell Investment Management Inc. | 20,846 | $1.27M | 0.1% | -17.4% | 0.286% | |
4/18/2024 | SeaCrest Wealth Management LLC | 9,714 | $590K | 0.1% | -29.5% | 0.133% | |
4/18/2024 | Diversified Trust Co | 4,800 | $292K | 0.0% | N/A | 0.066% | |
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4/10/2024 | Legacy Private Trust Co. | 100,614 | $6.11M | 0.4% | -1.2% | 1.272% | |
4/5/2024 | Capital Market Strategies LLC | 20,886 | $1.27M | 1.0% | -7.6% | 0.264% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 273,319 | $14.97M | 0.4% | -31.5% | 3.455% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,138 | $227K | 0.0% | N/A | 0.052% | |
2/12/2024 | Stifel Financial Corp | 96,273 | $5.27M | 0.0% | +15.4% | 1.217% | |
2/9/2024 | Wells Fargo & Company MN | 294,953 | $16.16M | 0.0% | +14.5% | 3.729% | |
2/9/2024 | Thoroughbred Financial Services LLC | 15,314 | $838K | 0.1% | -3.5% | 0.194% | |
2/8/2024 | Apexium Financial LP | 132,890 | $7.28M | 0.5% | -21.8% | 1.680% | |
2/8/2024 | Pacific Sun Financial Corp | 3,900 | $214K | 0.1% | N/A | 0.049% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 3,690 | $202K | 0.0% | -25.3% | 0.047% | |
2/6/2024 | Axxcess Wealth Management LLC | 4,295 | $235K | 0.0% | -19.4% | 0.054% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 125,740 | $6.89M | 1.4% | -0.8% | 1.590% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 2,330 | $128K | 0.1% | N/A | 0.029% | |
1/29/2024 | Consolidated Portfolio Review Corp | 12,465 | $683K | 0.2% | -8.4% | 0.158% | |
1/26/2024 | Cerity Partners LLC | 29,414 | $1.61M | 0.0% | -3.2% | 0.372% | |
1/25/2024 | Mainstay Capital Management LLC ADV | 5,085 | $279K | 0.1% | -12.1% | 0.064% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,840 | $1.63M | 0.0% | +10.5% | 0.377% | |
1/16/2024 | Raymond James & Associates | 13,091 | $717K | 0.0% | +34.2% | 0.165% | |
1/12/2024 | Mutual Advisors LLC | 64,135 | $3.51M | 0.1% | -58.1% | 0.811% | |
1/11/2024 | Patten Group Inc. | 5,249 | $287K | 0.1% | -18.8% | 0.066% | |
1/9/2024 | Capital Asset Advisory Services LLC | 4,295 | $235K | 0.0% | -18.3% | 0.054% | |
1/8/2024 | Gill Capital Partners LLC | 77,633 | $4.25M | 1.8% | -7.9% | 0.981% | |
1/8/2024 | Capital Market Strategies LLC | 22,611 | $1.24M | 1.1% | -1.2% | 0.286% | |
1/5/2024 | WealthPLAN Partners LLC | 7,841 | $429K | 0.0% | -23.7% | 0.099% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 398,841 | $19.47M | 0.5% | +33.1% | 5.042% | |
11/15/2023 | WealthPlan Investment Management LLC | 10,281 | $502K | 0.1% | N/A | 0.130% | |
11/15/2023 | Axxcess Wealth Management LLC | 5,326 | $260K | 0.0% | N/A | 0.067% | |
11/14/2023 | Mutual Advisors LLC | 153,112 | $7.47M | 0.3% | +49.1% | 1.936% | |
11/13/2023 | Kayne Anderson Rudnick Investment Management LLC | 809,269 | $39.50M | 0.1% | -1.2% | 10.231% | |
11/13/2023 | Stifel Financial Corp | 83,419 | $4.07M | 0.0% | +3.4% | 1.055% | |
11/13/2023 | LPL Financial LLC | 175,596 | $8.57M | 0.0% | +1.0% | 2.220% | |
11/13/2023 | Bison Wealth LLC | 11,131 | $543K | 0.1% | +2.8% | 0.141% | |
11/13/2023 | Clearstead Advisors LLC | 6,900 | $337K | 0.0% | +1,625.0% | 0.087% | |
11/13/2023 | Envestnet Asset Management Inc. | 172,264 | $8.41M | 0.0% | -1.4% | 2.178% | |
11/13/2023 | Kestra Advisory Services LLC | 12,598 | $615K | 0.0% | +10.4% | 0.159% | |
11/9/2023 | UBS Group AG | 56,154 | $2.74M | 0.0% | -37.7% | 0.710% | |
11/8/2023 | Oppenheimer & Co. Inc. | 4,474 | $218K | 0.0% | -15.2% | 0.057% | |
11/7/2023 | Merit Financial Group LLC | 12,715 | $621K | 0.0% | -21.0% | 0.161% | |
11/7/2023 | Clearstead Advisors LLC | 6,900 | $337K | 0.0% | +1,625.0% | 0.087% | |
11/2/2023 | WealthPlan Investment Management LLC | 10,281 | $502K | 0.1% | N/A | 0.130% | |
10/30/2023 | Navis Wealth Advisors LLC | 8,546 | $417K | 0.6% | +3.5% | 0.108% | |
10/25/2023 | Gill Capital Partners LLC | 84,283 | $4.11M | 1.8% | -4.7% | 1.066% | |
10/25/2023 | Apexium Financial LP | 169,878 | $8.29M | 0.8% | -5.1% | 2.148% | |
10/24/2023 | Bank of New York Mellon Corp | 155,607 | $7.60M | 0.0% | -5.4% | 1.967% | |
10/24/2023 | Raymond James & Associates | 9,758 | $476K | 0.0% | -5.1% | 0.123% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 74,272 | $3.63M | 0.0% | -1.9% | 0.939% | |
10/23/2023 | Commonwealth Equity Services LLC | 22,015 | $1.08M | 0.0% | -1.7% | 0.278% | |
10/18/2023 | Capital Market Strategies LLC | 22,878 | $1.10M | 0.9% | -1.7% | 0.289% | |
10/18/2023 | Capital Asset Advisory Services LLC | 5,260 | $262K | 0.0% | -7.5% | 0.066% | |
10/16/2023 | Leavell Investment Management Inc. | 25,246 | $1.23M | 0.1% | -3.1% | 0.319% | |
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10/12/2023 | Wealthcare Advisory Partners LLC | 4,939 | $241K | 0.0% | -6.8% | 0.062% | |
10/12/2023 | SeaCrest Wealth Management LLC | 13,858 | $676K | 0.1% | -2.7% | 0.175% | |
10/11/2023 | Legacy Private Trust Co. | 101,796 | $4.97M | 0.4% | -1.3% | 1.287% | |
10/11/2023 | AE Wealth Management LLC | 66,580 | $3.25M | 0.0% | +12.7% | 0.842% | |
9/12/2023 | Prosperity Financial Group Inc. | 12,203 | $623K | 0.5% | -1.9% | 0.154% | |
8/14/2023 | Apexium Financial LP | 178,967 | $9.13M | 0.8% | +21.2% | 2.263% | |
8/14/2023 | Bison Wealth LLC | 10,825 | $552K | 0.1% | N/A | 0.137% | |
8/14/2023 | Eqis Capital Management Inc. | 46,100 | $2.35M | 0.3% | -2.6% | 0.583% | |
8/11/2023 | Kayne Anderson Rudnick Investment Management LLC | 818,757 | $41.74M | 0.1% | -1.8% | 10.351% | |
8/11/2023 | Kestra Advisory Services LLC | 11,413 | $582K | 0.0% | -23.8% | 0.144% | |