11/15/2024 | Continuum Advisory LLC | 83,740 | $4.34M | 0.5% | +12.7% | 0.071% | |
11/14/2024 | Captrust Financial Advisors | 8,809 | $456K | 0.0% | -12.6% | 0.007% | |
11/13/2024 | Private Trust Co. NA | 10,700 | $554K | 0.1% | -3.2% | 0.009% | |
11/8/2024 | BIP Wealth LLC | 159,230 | $8.25M | 0.6% | +10.8% | 0.135% | |
11/6/2024 | NYL Investors LLC | 308,000 | $15.96M | 1.0% | +1.5% | 0.262% | |
11/6/2024 | Cornerstone Planning Group LLC | 1,004 | $52K | 0.0% | -45.7% | 0.001% | |
|
11/5/2024 | Prime Capital Investment Advisors LLC | 766,578 | $39.72M | 0.6% | -0.8% | 0.652% | |
11/2/2024 | Transcendent Capital Group LLC | 2,202 | $114K | 0.1% | +31.8% | 0.002% | |
11/1/2024 | Leavell Investment Management Inc. | 33,230 | $1.72M | 0.1% | +5.3% | 0.028% | |
10/29/2024 | Innealta Capital LLC | 18,044 | $935K | 0.4% | -2.0% | 0.015% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 105,126 | $5.45M | 0.5% | -37.7% | 0.089% | |
10/24/2024 | Hunter Associates Investment Management LLC | 18,472 | $958K | 0.1% | +4.1% | 0.016% | |
10/24/2024 | Amarillo National Bank | 507,563 | $26.30M | 4.8% | +1.2% | 0.431% | |
10/23/2024 | Merkkuri Wealth Advisors LLC | 15,333 | $795K | 0.6% | +17.6% | 0.013% | |
10/23/2024 | WealthNavi Inc. | 2,092,315 | $108.42M | 1.2% | +33.4% | 1.778% | |
10/15/2024 | Aspect Partners LLC | 150,726 | $7.81M | 4.4% | +18.5% | 0.128% | |
10/10/2024 | Exchange Bank | 23,685 | $1.23M | 1.0% | -18.1% | 0.020% | |
10/10/2024 | City State Bank | 35,975 | $1.86M | 0.7% | +36.1% | 0.031% | |
10/10/2024 | Burns Matteson Capital Management LLC | 14,027 | $727K | 0.4% | -5.0% | 0.012% | |
10/9/2024 | Hexagon Capital Partners LLC | 15,297 | $793K | 0.2% | -12.1% | 0.013% | |
10/8/2024 | Future Financial Wealth Managment LLC | 25,038 | $1.30M | 0.9% | +5.7% | 0.021% | |
10/5/2024 | Arkansas Financial Group Inc. | 170,731 | $8.85M | 1.4% | +4.4% | 0.145% | |
10/1/2024 | Appleton Partners Inc. MA | 112,723 | $5.84M | 0.4% | +0.6% | 0.096% | |
8/16/2024 | Sunbelt Securities Inc. | 4,385 | $219K | 0.0% | +446.8% | 0.004% | |
8/14/2024 | Certified Advisory Corp | 83,238 | $4.16M | 0.5% | +1.6% | 0.071% | |
8/13/2024 | Retirement Investment Advisors Inc. | 7,853 | $392K | 0.0% | N/A | 0.007% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 772,783 | $38.58M | 0.6% | -0.2% | 0.657% | |
8/6/2024 | Cullen Frost Bankers Inc. | 97,663 | $4.88M | 0.1% | -11.0% | 0.083% | |
8/3/2024 | 9258 Wealth Management LLC | 60,266 | $3.01M | 0.5% | -11.6% | 0.051% | |
8/2/2024 | Jackson Creek Investment Advisors LLC | 13,021 | $650K | 0.2% | +5.7% | 0.011% | |
7/31/2024 | NBT Bank N A NY | 11,913 | $595K | 0.0% | -8.6% | 0.010% | |
7/29/2024 | Innealta Capital LLC | 18,412 | $919K | 0.3% | +75.1% | 0.016% | |
7/26/2024 | Bank of New York Mellon Corp | 12,279 | $613K | 0.0% | +3.8% | 0.010% | |
7/25/2024 | Christopher J. Hasenberg Inc | 1,623 | $81K | 0.0% | +76.6% | 0.001% | |
7/25/2024 | RFP Financial Group LLC | 2,205 | $110K | 0.0% | -39.6% | 0.002% | |
7/23/2024 | American National Bank | 3,275 | $163K | 0.0% | +265.5% | 0.003% | |
7/23/2024 | Bear Mountain Capital Inc. | 11,187 | $563K | 0.2% | -2.7% | 0.010% | |
7/20/2024 | Continuum Advisory LLC | 74,336 | $3.71M | 0.5% | +4.7% | 0.063% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 977 | $49K | 0.0% | +259.2% | 0.001% | |
7/16/2024 | Burke & Herbert Bank & Trust Co. | 5,000 | $250K | 0.1% | N/A | 0.004% | |
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7/16/2024 | Aspect Partners LLC | 127,148 | $6.35M | 3.8% | -9.7% | 0.108% | |
7/15/2024 | Fifth Third Securities Inc. | 6,679 | $333K | 0.0% | +9.4% | 0.006% | |
7/12/2024 | Hexagon Capital Partners LLC | 17,412 | $869K | 0.2% | +34.5% | 0.015% | |
7/11/2024 | Amarillo National Bank | 501,515 | $25.04M | 4.8% | +10.6% | 0.426% | |
7/10/2024 | Exchange Bank | 28,914 | $1.44M | 1.2% | +4.6% | 0.025% | |
7/9/2024 | Burns Matteson Capital Management LLC | 14,760 | $737K | 0.4% | -7.8% | 0.013% | |
7/8/2024 | City State Bank | 26,425 | $1.32M | 0.5% | +50.6% | 0.022% | |
7/2/2024 | Appleton Partners Inc. MA | 112,077 | $5.60M | 0.4% | -0.6% | 0.095% | |
6/11/2024 | EverSource Wealth Advisors LLC | 4,246 | $210K | 0.0% | +14.7% | 0.004% | |
5/17/2024 | Aspect Partners LLC | 140,736 | $7.03M | 5.6% | +2.1% | 0.120% | |
5/17/2024 | Comerica Bank | 1,406 | $70K | 0.0% | -48.0% | 0.001% | |
5/16/2024 | Global Financial Private Client LLC | 5,316 | $265K | 0.1% | -57.2% | 0.005% | |
5/14/2024 | Burns Matteson Capital Management LLC | 16,008 | $800K | 0.5% | -20.3% | 0.014% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 463,602 | $23.16M | 5.9% | -91.6% | 0.394% | |
5/11/2024 | NYL Investors LLC | 315,400 | $15.75M | 0.6% | +10.0% | 0.268% | |
5/4/2024 | 9258 Wealth Management LLC | 68,211 | $3.41M | 0.5% | +0.3% | 0.058% | |
5/2/2024 | Horan Securities Inc. | 6,316 | $315K | 0.1% | N/A | 0.005% | |
5/2/2024 | Hunter Associates Investment Management LLC | 15,134 | $757K | 0.1% | +6.4% | 0.013% | |
5/1/2024 | BNP Paribas Financial Markets | 5,139 | $257K | 0.0% | N/A | 0.004% | |
4/25/2024 | Bear Mountain Capital Inc. | 11,501 | $570K | 0.2% | -3.4% | 0.010% | |
4/25/2024 | Christopher J. Hasenberg Inc | 919 | $46K | 0.0% | N/A | 0.001% | |
4/24/2024 | Private Trust Co. NA | 11,006 | $550K | 0.1% | -3.0% | 0.009% | |
4/24/2024 | NBT Bank N A NY | 13,031 | $651K | 0.0% | +4.8% | 0.011% | |
4/19/2024 | Amarillo National Bank | 453,564 | $22.66M | 4.2% | -0.5% | 0.488% | |
4/18/2024 | Hexagon Capital Partners LLC | 12,944 | $647K | 0.1% | +7.4% | 0.014% | |
4/16/2024 | Arkansas Financial Group Inc. | 174,885 | $8.74M | 1.5% | -4.9% | 0.188% | |
4/15/2024 | Future Financial Wealth Managment LLC | 23,477 | $1.17M | 0.9% | +1.0% | 0.025% | |
4/13/2024 | Exchange Bank | 27,644 | $1.38M | 1.1% | -9.1% | 0.030% | |
4/12/2024 | Harbor Investment Advisory LLC | 842 | $42K | 0.0% | -66.4% | 0.001% | |
4/12/2024 | AdvisorNet Financial Inc | 2,589 | $129K | 0.0% | +574.2% | 0.003% | |
4/11/2024 | City State Bank | 17,550 | $877K | 0.4% | +251.0% | 0.019% | |
4/3/2024 | Strategic Advocates LLC | 13,803 | $689K | 0.3% | -89.2% | 0.015% | |
4/1/2024 | Appleton Partners Inc. MA | 112,756 | $5.63M | 0.4% | +1.2% | 0.121% | |
3/1/2024 | Transcendent Capital Group LLC | 1,634 | $81K | 0.1% | N/A | 0.002% | |
2/29/2024 | Acima Private Wealth LLC | 147,464 | $7.34M | 2.9% | N/A | 0.159% | |
2/26/2024 | Syon Capital LLC | 1,099,264 | $54.74M | 4.8% | +11.0% | 1.182% | |
2/23/2024 | Arkansas Financial Group Inc. | 183,967 | $9.16M | 1.7% | +2.0% | 0.198% | |
2/16/2024 | Aspect Partners LLC | 137,872 | $6.87M | 4.4% | N/A | 0.148% | |
2/13/2024 | Jones Financial Companies Lllp | 4,574,695 | $227.82M | 0.3% | +4.6% | 4.919% | |
2/12/2024 | NYL Investors LLC | 286,700 | $14.28M | 0.6% | -0.8% | 0.308% | |
2/9/2024 | EverSource Wealth Advisors LLC | 3,702 | $184K | 0.0% | N/A | 0.004% | |
2/9/2024 | Certified Advisory Corp | 77,698 | $3.87M | 0.6% | -32.8% | 0.084% | |
2/8/2024 | American National Bank | 783 | $39K | 0.0% | +405.2% | 0.001% | |
2/8/2024 | Retirement Investment Advisors Inc. | 12,070 | $601K | 0.1% | N/A | 0.013% | |
2/7/2024 | Strategic Advocates LLC | 128,319 | $6.39M | 2.7% | +252.6% | 0.138% | |
2/6/2024 | Cullen Frost Bankers Inc. | 217,723 | $10.84M | 0.2% | +268.9% | 0.234% | |
2/6/2024 | 9258 Wealth Management LLC | 67,997 | $3.39M | 0.6% | +5.2% | 0.073% | |
2/5/2024 | Hexagon Capital Partners LLC | 12,055 | $600K | 0.1% | +67.5% | 0.013% | |
2/2/2024 | Syon Capital LLC | 1,099,264 | $54.74M | 3.9% | +11.0% | 1.182% | |
2/2/2024 | BIP Wealth LLC | 153,308 | $7.64M | 0.6% | +1.6% | 0.165% | |
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1/30/2024 | Bear Mountain Capital Inc. | 11,902 | $587K | 0.2% | N/A | 0.013% | |
1/26/2024 | Harbor Investment Advisory LLC | 2,504 | $125K | 0.0% | +13,811.1% | 0.003% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 711,928 | $35.45M | 0.5% | +2.2% | 0.766% | |
1/24/2024 | Private Trust Co. NA | 11,351 | $565K | 0.1% | -3.0% | 0.012% | |
1/19/2024 | True Link Financial Advisors LLC | 18,218 | $907K | 0.1% | -29.1% | 0.020% | |
1/18/2024 | Future Financial Wealth Managment LLC | 23,244 | $1.16M | 1.1% | -4.1% | 0.025% | |
1/18/2024 | Planned Solutions Inc. | 1,591 | $79K | 0.0% | N/A | 0.002% | |
1/12/2024 | Burns Matteson Capital Management LLC | 20,088 | $1M | 0.6% | -6.0% | 0.022% | |
1/11/2024 | Exchange Bank | 30,414 | $1.52M | 1.3% | +27.2% | 0.033% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 156,591 | $7.80M | 0.8% | +3,515.6% | 0.168% | |