1/17/2025 | Apeiron RIA LLC | 54,497 | $1.06M | 0.3% | -1.7% | 0.042% | |
1/17/2025 | Secure Asset Management LLC | 149,076 | $2.90M | 0.4% | +18.3% | 0.115% | |
1/17/2025 | Avior Wealth Management LLC | 2,070,713 | $40.34M | 1.5% | +12.2% | 1.603% | |
1/17/2025 | SMI Advisory Services LLC | 14,136 | $275K | 0.1% | N/A | 0.011% | |
1/17/2025 | Janney Montgomery Scott LLC | 1,022,243 | $19.91M | 0.1% | +0.1% | 0.792% | |
1/17/2025 | Paradiem LLC | 125,456 | $2.44M | 0.7% | +1.3% | 0.097% | |
|
1/17/2025 | Red Spruce Capital LLC | 318,163 | $6.20M | 2.8% | -6.3% | 0.246% | |
1/17/2025 | Beaumont Financial Advisors LLC | 78,092 | $1.52M | 0.1% | +4.4% | 0.060% | |
1/17/2025 | Segment Wealth Management LLC | 61,892 | $1.21M | 0.1% | +1.5% | 0.048% | |
1/16/2025 | McCarthy & Cox | 226,303 | $4.41M | 1.5% | +14.8% | 0.175% | |
1/16/2025 | Ironwood Financial llc | 511,863 | $9.97M | 2.1% | -0.3% | 0.396% | |
1/16/2025 | Diversify Advisory Services LLC | 48,564 | $944K | 0.1% | N/A | 0.038% | |
1/15/2025 | Astoria Portfolio Advisors LLC. | 68,527 | $1.33M | 0.5% | +13.9% | 0.054% | |
1/15/2025 | HB Wealth Management LLC | 25,771 | $502K | 0.0% | +3.6% | 0.020% | |
1/15/2025 | LongView Wealth Management | 15,200 | $296K | 0.1% | +19.7% | 0.012% | |
1/15/2025 | Whitener Capital Management Inc. | 29,324 | $571K | 0.2% | +84.3% | 0.023% | |
1/15/2025 | Butensky & Cohen Financial Security Inc. | 59,400 | $1.16M | 0.4% | +2.2% | 0.047% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 11,885 | $232K | 0.0% | N/A | 0.009% | |
1/15/2025 | Everpar Advisors LLC | 13,577 | $264K | 0.1% | N/A | 0.011% | |
1/15/2025 | Central Valley Advisors LLC | 23,196 | $452K | 0.2% | N/A | 0.018% | |
1/15/2025 | Carnegie Investment Counsel | 298,751 | $5.82M | 0.2% | +1.3% | 0.234% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 170,009 | $3.31M | 0.1% | +26.5% | 0.133% | |
1/14/2025 | Pinnacle Bancorp Inc. | 6,933 | $135K | 0.0% | N/A | 0.005% | |
1/14/2025 | Armstrong Advisory Group Inc. | 7,418 | $145K | 0.0% | -18.3% | 0.006% | |
1/14/2025 | Apella Capital LLC | 43,686 | $851K | 0.0% | +2.1% | 0.034% | |
1/14/2025 | S.E.E.D. Planning Group LLC | 170,404 | $3.32M | 1.1% | +5.0% | 0.134% | |
1/14/2025 | Laurel Wealth Advisors LLC | 240,981 | $4.69M | 0.7% | +7.6% | 0.189% | |
1/14/2025 | Park Avenue Securities LLC | 71,646 | $1.40M | 0.0% | N/A | 0.056% | |
1/14/2025 | Tlwm | 1,114,647 | $21.71M | 4.3% | +11.6% | 0.874% | |
1/13/2025 | BCS Wealth Management | 371,428 | $7.24M | 1.8% | +18.5% | 0.291% | |
1/13/2025 | Sentinel Pension Advisors Inc. | 379,552 | $7.39M | 1.4% | -3.0% | 0.298% | |
1/13/2025 | Eastern Bank | 268,413 | $5.23M | 0.1% | -39.0% | 0.211% | |
1/13/2025 | Capital Investment Advisors LLC | 31,507 | $614K | 0.0% | +6.7% | 0.025% | |
1/13/2025 | Brookstone Capital Management | 1,567,110 | $30.53M | 0.4% | -1.2% | 1.229% | |
1/8/2025 | Legacy Private Trust Co. | 106,155 | $2.07M | 0.1% | -17.5% | 0.084% | |
1/7/2025 | FC Advisory LLC | 13,856 | $270K | 0.1% | N/A | 0.011% | |
1/7/2025 | Horizons Wealth Management | 173,383 | $3.38M | 2.6% | +5.7% | 0.138% | |
1/6/2025 | Oliver Luxxe Assets LLC | 105,551 | $2.06M | 0.4% | -6.4% | 0.084% | |
1/3/2025 | GAMMA Investing LLC | 25,897 | $504K | 0.0% | +250.9% | 0.022% | |
1/2/2025 | Old Port Advisors | 137,762 | $2.68M | 0.8% | +30.8% | 0.119% | |
|
12/26/2024 | JPMorgan Chase & Co. | 141,264 | $2.79M | 0.0% | +153.0% | 0.122% | |
12/12/2024 | Legacy Wealth Management LLC MS | 82,000 | $1.62M | 0.6% | N/A | 0.071% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,615 | $32K | 0.0% | N/A | 0.001% | |
11/25/2024 | Sanctuary Advisors LLC | 276,288 | $5.37M | 0.0% | +192.1% | 0.239% | |
11/21/2024 | Anchor Investment Management LLC | 882,415 | $17.40M | 1.6% | +4.1% | 0.763% | |
11/18/2024 | Hobbs Group Advisors LLC | 53,013 | $1.05M | 0.4% | +3.0% | 0.046% | |
11/18/2024 | Arete Wealth Advisors LLC | 27,853 | $549K | 0.0% | +2.0% | 0.024% | |
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% | |
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% | |
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% | |