11/15/2024 | MML Investors Services LLC | 734,915 | $14.49M | 0.1% | +12.6% | 0.635% | |
11/15/2024 | EP Wealth Advisors LLC | 158,089 | $3.12M | 0.0% | +3.3% | 0.137% | |
11/15/2024 | Jane Street Group LLC | 286,369 | $5.65M | 0.0% | +27.3% | 0.248% | |
11/15/2024 | Stifel Financial Corp | 650,996 | $12.84M | 0.0% | +7.7% | 0.563% | |
11/15/2024 | SYM FINANCIAL Corp | 192,000 | $3.79M | 0.5% | N/A | 0.166% | |
11/15/2024 | Motley Fool Wealth Management LLC | 720,499 | $14.21M | 0.7% | -4.8% | 0.623% | |
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11/15/2024 | IHT Wealth Management LLC | 99,698 | $1.97M | 0.1% | +79.9% | 0.086% | |
11/15/2024 | Integrated Wealth Concepts LLC | 237,302 | $4.68M | 0.1% | +27.1% | 0.205% | |
11/15/2024 | HighTower Advisors LLC | 367,416 | $7.23M | 0.0% | +2.4% | 0.318% | |
11/15/2024 | Benjamin Edwards Inc. | 10,485 | $207K | 0.0% | N/A | 0.009% | |
11/14/2024 | Morton Community Bank | 240,166 | $4.74M | 1.2% | +4.7% | 0.208% | |
11/14/2024 | Captrust Financial Advisors | 472,291 | $9.31M | 0.0% | +207.5% | 0.408% | |
11/14/2024 | Atlantic Union Bankshares Corp | 606,782 | $11.97M | 0.7% | +17.6% | 0.525% | |
11/14/2024 | True Vision MN LLC | 35,723 | $704K | 0.4% | +16.5% | 0.031% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 9,500 | $187K | 0.1% | N/A | 0.008% | |
11/13/2024 | Freedom Investment Management Inc. | 28,362 | $559K | 0.0% | +65.0% | 0.025% | |
11/13/2024 | Cynosure Group LLC | 45,719 | $902K | 0.1% | N/A | 0.040% | |
11/13/2024 | D.A. Davidson & CO. | 19,512 | $385K | 0.0% | N/A | 0.017% | |
11/13/2024 | Private Trust Co. NA | 3,809 | $75K | 0.0% | +49.7% | 0.003% | |
11/13/2024 | Davis R M Inc. | 1,391,902 | $27.45M | 0.5% | +1.1% | 1.204% | |
11/12/2024 | Larson Financial Group LLC | 14,009 | $276K | 0.0% | +63.3% | 0.012% | |
11/12/2024 | Certified Advisory Corp | 20,591 | $406K | 0.0% | +33.5% | 0.018% | |
11/12/2024 | Allen Capital Group LLC | 16,105 | $318K | 0.0% | +40.5% | 0.014% | |
11/12/2024 | 49 Wealth Management LLC | 724,868 | $14.29M | 2.3% | +8.6% | 0.627% | |
11/8/2024 | First Horizon Advisors Inc. | 23,345 | $460K | 0.0% | +5.8% | 0.020% | |
11/8/2024 | Prospera Private Wealth LLC | 4,115 | $81K | 0.0% | N/A | 0.004% | |
11/8/2024 | Avior Wealth Management LLC | 1,845,707 | $36.40M | 1.4% | +22.9% | 1.596% | |
11/8/2024 | Prospera Financial Services Inc | 128,872 | $2.54M | 0.1% | +110.5% | 0.111% | |
11/7/2024 | TrinityPoint Wealth LLC | 175,440 | $3.46M | 0.5% | +75.3% | 0.152% | |
11/6/2024 | Sawgrass Asset Management LLC | 71,034 | $1.40M | 0.1% | -3.5% | 0.061% | |
11/6/2024 | River Street Advisors LLC | 8,974 | $177K | 0.1% | N/A | 0.008% | |
11/6/2024 | Straight Path Wealth Management | 353,770 | $6.98M | 3.0% | +9.9% | 0.306% | |
11/6/2024 | OneDigital Investment Advisors LLC | 31,155 | $614K | 0.0% | +8.0% | 0.027% | |
11/6/2024 | OLD Second National Bank of Aurora | 11,619 | $229K | 0.1% | N/A | 0.010% | |
11/5/2024 | Souders Financial Advisors | 213,479 | $4.21M | 0.6% | +3.5% | 0.185% | |
11/5/2024 | Aptus Capital Advisors LLC | 77,941 | $1.54M | 0.0% | +300.4% | 0.067% | |
11/5/2024 | Harbour Investments Inc. | 15,656 | $309K | 0.0% | +117.2% | 0.014% | |
11/4/2024 | Addison Advisors LLC | 194,043 | $3.83M | 1.1% | +16.1% | 0.168% | |
11/4/2024 | Tyler Stone Wealth Management | 21,890 | $432K | 0.1% | +1,195.3% | 0.019% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 11,264 | $222K | 0.0% | -21.9% | 0.010% | |
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11/4/2024 | G2 Capital Management LLC OH | 80,313 | $1.58M | 0.5% | +1.1% | 0.069% | |
11/4/2024 | Sigma Planning Corp | 42,091 | $830K | 0.0% | +23.5% | 0.036% | |
11/1/2024 | Atria Investments Inc | 64,759 | $1.28M | 0.0% | -79.5% | 0.056% | |
11/1/2024 | Carmel Capital Partners LLC | 248,239 | $4.90M | 1.9% | +13.6% | 0.215% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 17,100 | $337K | 0.1% | +13.6% | 0.015% | |
11/1/2024 | Leavell Investment Management Inc. | 92,906 | $1.83M | 0.1% | -1.1% | 0.080% | |
11/1/2024 | Strategic Family Wealth Counselors L.L.C. | 27,548 | $543K | 0.2% | N/A | 0.024% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 37,125 | $732K | 0.3% | +1.4% | 0.032% | |
10/31/2024 | Woodmont Investment Counsel LLC | 68,404 | $1.35M | 0.1% | -3.3% | 0.059% | |
10/30/2024 | Legacy CG LLC | 135,168 | $2.67M | 0.9% | -5.2% | 0.117% | |
10/29/2024 | Whitener Capital Management Inc. | 15,910 | $314K | 0.1% | N/A | 0.014% | |
10/29/2024 | Janney Montgomery Scott LLC | 1,021,446 | $20.14M | 0.1% | +3.2% | 0.888% | |
10/29/2024 | Key Financial Inc | 33,440 | $659K | 0.1% | +85.8% | 0.029% | |
10/29/2024 | Arlington Trust Co LLC | 2,603 | $51K | 0.0% | N/A | 0.002% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 124,730 | $2.46M | 0.1% | +2.9% | 0.108% | |
10/28/2024 | Hills Bank & Trust Co | 2,338,825 | $46.12M | 3.5% | +3.5% | 2.033% | |
10/28/2024 | Stephens Inc. AR | 83,082 | $1.64M | 0.0% | +48.7% | 0.072% | |
10/28/2024 | US Bancorp DE | 10,038 | $198K | 0.0% | +11.1% | 0.009% | |
10/25/2024 | Voisard Asset Management Group Inc. | 5,467 | $108K | 0.0% | -15.5% | 0.005% | |
10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,319 | $26K | 0.0% | N/A | 0.001% | |
10/25/2024 | MONECO Advisors LLC | 412,181 | $8.13M | 1.0% | +104.1% | 0.359% | |
10/25/2024 | Brown Financial Advisory | 13,493 | $266K | 0.2% | N/A | 0.012% | |
10/25/2024 | SFE Investment Counsel | 172,924 | $3.41M | 0.7% | +4.5% | 0.150% | |
10/24/2024 | Old Port Advisors | 105,285 | $2.08M | 0.6% | +10.4% | 0.092% | |
10/24/2024 | Sound Stewardship LLC | 342,968 | $6.76M | 3.8% | +8.2% | 0.298% | |
10/24/2024 | J.W. Cole Advisors Inc. | 22,678 | $447K | 0.0% | +75.6% | 0.020% | |
10/24/2024 | Manchester Financial Inc. | 3,272,686 | $64.54M | 14.0% | +74.9% | 2.848% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 165,445 | $3.26M | 0.0% | +33.8% | 0.144% | |
10/23/2024 | Tenon Financial LLC | 45,557 | $898K | 0.6% | N/A | 0.040% | |
10/23/2024 | Sigma Investment Counselors Inc. | 20,030 | $395K | 0.0% | +13.4% | 0.018% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 23,130 | $456K | 0.3% | +12.3% | 0.020% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 134,351 | $2.65M | 0.1% | +38.1% | 0.118% | |
10/23/2024 | YHB Investment Advisors Inc. | 11,091 | $219K | 0.0% | -5.3% | 0.010% | |
10/22/2024 | Altus Wealth Group LLC | 46,700 | $921K | 0.4% | -4.2% | 0.041% | |
10/22/2024 | Rebalance LLC | 197,447 | $3.89M | 0.3% | +16.2% | 0.173% | |
10/22/2024 | Sterling Financial Group Inc. | 37,728 | $744K | 0.3% | -5.7% | 0.033% | |
10/22/2024 | Marietta Wealth Management LLC | 305,594 | $6.03M | 0.9% | +1.6% | 0.267% | |
10/22/2024 | Segment Wealth Management LLC | 60,953 | $1.20M | 0.1% | -4.1% | 0.053% | |
10/22/2024 | Private Advisor Group LLC | 339,708 | $6.70M | 0.0% | +2.2% | 0.297% | |
10/22/2024 | Leo Wealth LLC | 10,142 | $200K | 0.0% | N/A | 0.009% | |
10/22/2024 | Eastern Bank | 439,898 | $8.68M | 0.2% | -72.7% | 0.385% | |
10/21/2024 | Foundations Investment Advisors LLC | 32,666 | $644K | 0.0% | +58.0% | 0.029% | |
10/21/2024 | Western Financial Corp CA | 36,315 | $716K | 0.4% | +8.3% | 0.032% | |
10/21/2024 | Genesee Capital Advisors LLC | 12,374 | $244K | 0.1% | +10.3% | 0.011% | |
10/21/2024 | Denver Wealth Management Inc. | 90,575 | $1.79M | 0.8% | +35.4% | 0.079% | |
10/21/2024 | Trilogy Capital Inc. | 227,814 | $4.49M | 0.2% | +2.6% | 0.199% | |
10/21/2024 | Koss Olinger Consulting LLC | 36,979 | $729K | 0.1% | +1.6% | 0.032% | |
10/18/2024 | AA Financial Advisors LLC | 352,179 | $6.95M | 2.0% | +38.0% | 0.309% | |
10/18/2024 | Raymond James & Associates | 2,333,128 | $46.01M | 0.0% | +14.5% | 2.049% | |
10/18/2024 | Capital Investment Advisors LLC | 29,524 | $582K | 0.0% | -9.0% | 0.026% | |
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10/18/2024 | Meridian Financial Partners LLC | 32,997 | $651K | 0.3% | N/A | 0.029% | |
10/18/2024 | Net Worth Advisory Group | 15,701 | $310K | 0.1% | N/A | 0.014% | |
10/18/2024 | Kirr Marbach & Co. LLC IN | 136,434 | $2.69M | 0.6% | +3.6% | 0.120% | |
10/17/2024 | Sax Wealth Advisors LLC | 24,802 | $489K | 0.0% | +60.4% | 0.022% | |
10/17/2024 | BCS Wealth Management | 313,412 | $6.18M | 2.6% | +31.3% | 0.275% | |
10/17/2024 | Strid Group LLC | 10,411 | $205K | 0.0% | N/A | 0.009% | |
10/16/2024 | Secure Asset Management LLC | 126,001 | $2.49M | 0.4% | +7.0% | 0.111% | |
10/16/2024 | Good Life Advisors LLC | 359,394 | $7.09M | 0.4% | +80.8% | 0.316% | |
10/16/2024 | Ironwood Financial llc | 513,466 | $10.13M | 2.1% | +12.2% | 0.451% | |
10/16/2024 | Hengehold Capital Management LLC | 315,702 | $6.23M | 0.6% | +6.6% | 0.277% | |