11/4/2024 | Addison Advisors LLC | 203,251 | $3.82M | 1.1% | +16.3% | 0.278% | |
11/4/2024 | G2 Capital Management LLC OH | 80,693 | $1.52M | 0.4% | +1.2% | 0.110% | |
11/4/2024 | Sigma Planning Corp | 26,303 | $495K | 0.0% | +100.7% | 0.036% | |
11/1/2024 | Atria Investments Inc | 64,603 | $1.22M | 0.0% | +30.5% | 0.088% | |
11/1/2024 | Rovin Capital UT ADV | 158,073 | $2.97M | 1.1% | -1.2% | 0.216% | |
11/1/2024 | Source Financial Advisors LLC | 10,574 | $199K | 0.1% | -6.8% | 0.014% | |
|
10/30/2024 | Legacy CG LLC | 145,406 | $2.74M | 0.9% | -1.1% | 0.203% | |
10/29/2024 | Janney Montgomery Scott LLC | 1,161,426 | $21.85M | 0.1% | +1.7% | 1.623% | |
10/29/2024 | Key Financial Inc | 26,713 | $502K | 0.1% | +125.1% | 0.037% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 16,629 | $313K | 0.0% | +29.3% | 0.023% | |
10/28/2024 | Hills Bank & Trust Co | 828,201 | $15.58M | 1.2% | +116.3% | 1.158% | |
10/28/2024 | Stephens Inc. AR | 95,258 | $1.79M | 0.0% | +90.2% | 0.133% | |
10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,385 | $26K | 0.0% | N/A | 0.002% | |
10/25/2024 | MONECO Advisors LLC | 459,318 | $8.64M | 1.1% | +112.0% | 0.650% | |
10/25/2024 | Brown Financial Advisory | 14,683 | $276K | 0.2% | N/A | 0.021% | |
10/25/2024 | SFE Investment Counsel | 117,482 | $2.21M | 0.5% | +24.7% | 0.166% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 130,783 | $2.46M | 0.0% | +52.7% | 0.185% | |
10/23/2024 | Sigma Investment Counselors Inc. | 19,486 | $367K | 0.0% | +37.0% | 0.028% | |
10/22/2024 | Rebalance LLC | 37,115 | $698K | 0.1% | N/A | 0.053% | |
10/22/2024 | Marietta Wealth Management LLC | 321,178 | $6.04M | 0.9% | +1.4% | 0.458% | |
10/22/2024 | Private Advisor Group LLC | 223,821 | $4.21M | 0.0% | +28.2% | 0.320% | |
10/22/2024 | Segment Wealth Management LLC | 49,705 | $935K | 0.1% | -2.4% | 0.071% | |
10/22/2024 | Eastern Bank | 1,678,513 | $31.57M | 0.6% | -0.4% | 2.396% | |
10/21/2024 | Koss Olinger Consulting LLC | 12,485 | $235K | 0.0% | N/A | 0.018% | |
10/18/2024 | AA Financial Advisors LLC | 282,698 | $5.32M | 1.5% | +22.6% | 0.411% | |
10/18/2024 | Raymond James & Associates | 2,550,819 | $47.98M | 0.0% | +71.1% | 3.705% | |
10/18/2024 | Meridian Financial Partners LLC | 25,488 | $479K | 0.2% | N/A | 0.037% | |
10/18/2024 | Kohmann Bosshard Financial Services LLC | 39,267 | $739K | 0.1% | +16.0% | 0.057% | |
10/17/2024 | BCS Wealth Management | 178,161 | $3.35M | 1.4% | +52.5% | 0.259% | |
10/16/2024 | Secure Asset Management LLC | 130,734 | $2.46M | 0.4% | +6.5% | 0.190% | |
10/16/2024 | Ironwood Financial llc | 126,091 | $2.37M | 0.5% | +13.8% | 0.183% | |
10/16/2024 | Sensible Money LLC | 14,563 | $274K | 0.1% | N/A | 0.021% | |
10/16/2024 | Asset Dedication LLC | 472,225 | $8.88M | 0.6% | -3.3% | 0.698% | |
10/11/2024 | Creative Planning | 10,866 | $204K | 0.0% | N/A | 0.016% | |
10/11/2024 | Novare Capital Management LLC | 153,955 | $2.90M | 0.2% | +6.5% | 0.228% | |
10/11/2024 | Oliver Luxxe Assets LLC | 104,617 | $1.97M | 0.4% | +4.3% | 0.155% | |
10/10/2024 | Carnegie Investment Counsel | 141,333 | $2.66M | 0.1% | +8.6% | 0.209% | |
10/10/2024 | CRA Financial Services LLC | 16,783 | $316K | 0.1% | +34.2% | 0.025% | |
10/10/2024 | Silverlake Wealth Management LLC | 29,959 | $564K | 0.2% | N/A | 0.044% | |
10/9/2024 | Independence Bank of Kentucky | 51,280 | $965K | 0.2% | +5.9% | 0.076% | |
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10/8/2024 | CWM LLC | 545,321 | $10.26M | 0.0% | +2.9% | 0.808% | |
10/8/2024 | Gill Capital Partners LLC | 663,696 | $12.48M | 4.5% | +1.3% | 0.983% | |
10/8/2024 | Horizons Wealth Management | 176,635 | $3.32M | 2.6% | +1.4% | 0.262% | |
10/8/2024 | Legacy Private Trust Co. | 150,574 | $2.83M | 0.2% | N/A | 0.224% | |
10/7/2024 | Everpar Advisors LLC | 10,321 | $194K | 0.1% | N/A | 0.015% | |
10/5/2024 | Red Spruce Capital LLC | 50,348 | $947K | 0.4% | +28.2% | 0.075% | |
10/3/2024 | Monterey Private Wealth Inc. | 13,787 | $259K | 0.1% | N/A | 0.024% | |
10/3/2024 | Apella Capital LLC | 33,340 | $628K | 0.0% | -8.0% | 0.057% | |
10/2/2024 | Kades & Cheifetz LLC | 16,660 | $313K | 0.2% | +32.3% | 0.029% | |
9/5/2024 | Sanctuary Advisors LLC | 53,955 | $967K | 0.0% | N/A | 0.093% | |
8/28/2024 | RiverFront Investment Group LLC | 739,382 | $13.43M | 0.4% | +9.9% | 1.270% | |
8/28/2024 | Souders Financial Advisors | 150,062 | $2.73M | 0.4% | +5.2% | 0.258% | |
8/22/2024 | Cetera Investment Advisers | 63,787 | $1.16M | 0.0% | -7.6% | 0.110% | |
8/21/2024 | Truist Financial Corp | 68,877 | $1.25M | 0.0% | +32.5% | 0.118% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 13,278 | $241K | 0.0% | +76.8% | 0.023% | |
8/16/2024 | Straight Path Wealth Management | 93,579 | $1.70M | 0.9% | +24.0% | 0.161% | |
8/14/2024 | Goepper Burkhardt LLC | 278,650 | $5.06M | 2.3% | +2.7% | 0.479% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 10,980 | $199K | 0.0% | +23.5% | 0.019% | |
8/12/2024 | G2 Capital Management LLC OH | 79,760 | $1.45M | 0.5% | +1.2% | 0.137% | |
8/8/2024 | Envestnet Asset Management Inc. | 1,422,955 | $25.84M | 0.0% | +4.7% | 2.445% | |
8/7/2024 | Vaughan David Investments LLC IL | 17,100 | $311K | 0.0% | N/A | 0.029% | |
8/7/2024 | AMJ Financial Wealth Management | 280,495 | $5.09M | 1.6% | N/A | 0.482% | |
8/7/2024 | Redwood Financial Network Corp | 23,467 | $426K | 0.4% | +17.1% | 0.040% | |
8/6/2024 | Asset Dedication LLC | 488,512 | $8.87M | 0.6% | +8.2% | 0.839% | |
8/6/2024 | Strategic Financial Concepts LLC | 347,760 | $63K | 0.0% | +1,247.6% | 0.598% | |
8/6/2024 | SFE Investment Counsel | 94,242 | $1.71M | 0.4% | +178.4% | 0.162% | |
8/5/2024 | Private Advisor Group LLC | 174,532 | $3.17M | 0.0% | +30.5% | 0.300% | |
8/5/2024 | Addison Advisors LLC | 174,776 | $3.17M | 1.0% | +8.9% | 0.300% | |
8/2/2024 | GPM Growth Investors Inc. | 164,780 | $2.99M | 1.3% | N/A | 0.283% | |
8/2/2024 | Larson Financial Group LLC | 7,404 | $134K | 0.0% | N/A | 0.013% | |
7/31/2024 | Dover Advisors LLC | 12,554 | $228K | 0.1% | N/A | 0.022% | |
7/31/2024 | Aptus Capital Advisors LLC | 1,571,570 | $28.54M | 0.5% | +33.5% | 2.700% | |
7/31/2024 | Commonwealth Equity Services LLC | 102,492 | $1.86M | 0.0% | +15.5% | 0.176% | |
7/30/2024 | Key Financial Inc | 11,868 | $216K | 0.1% | +83.5% | 0.020% | |
7/25/2024 | Hills Bank & Trust Co | 382,910 | $6.95M | 0.6% | N/A | 0.660% | |
7/25/2024 | Independence Bank of Kentucky | 48,442 | $880K | 0.2% | +54.8% | 0.083% | |
7/25/2024 | Atlantic Union Bankshares Corp | 707,476 | $12.85M | 0.8% | +18.4% | 1.219% | |
7/24/2024 | Secure Asset Management LLC | 122,769 | $2.23M | 0.4% | +3.3% | 0.211% | |
7/24/2024 | &PARTNERS | 25,413 | $462K | 0.0% | N/A | 0.044% | |
7/24/2024 | Vishria Bird Financial Group LLC | 460,364 | $8.36M | 3.5% | -0.5% | 0.793% | |
7/23/2024 | Eastern Bank | 1,685,685 | $30.61M | 1.2% | +1.3% | 2.904% | |
7/23/2024 | Exchange Capital Management Inc. | 189,937 | $3.45M | 0.6% | +12.6% | 0.327% | |
7/22/2024 | Legacy CG LLC | 147,039 | $2.67M | 0.9% | -43.6% | 0.253% | |
7/22/2024 | Alaska Wealth Advisors | 3,515 | $64K | 0.0% | +78.3% | 0.006% | |
7/22/2024 | Horizons Wealth Management | 174,129 | $3.20M | 2.5% | -16.6% | 0.300% | |
7/22/2024 | Hobbs Group Advisors LLC | 50,832 | $923K | 0.4% | N/A | 0.090% | |
7/22/2024 | Carnegie Investment Counsel | 130,125 | $2.36M | 0.1% | +6.6% | 0.231% | |
7/20/2024 | First Horizon Advisors Inc. | 27,723 | $503K | 0.0% | +5.9% | 0.049% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 588,520 | $10.69M | 0.0% | -5.6% | 1.043% | |
7/19/2024 | MONECO Advisors LLC | 216,678 | $3.94M | 0.6% | +78.9% | 0.384% | |
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7/19/2024 | Western Wealth Management LLC | 17,000 | $309K | 0.0% | N/A | 0.030% | |
7/19/2024 | Ironwood Wealth Management LLC. | 110,779 | $2.01M | 0.6% | +12.0% | 0.164% | |
7/19/2024 | Western Financial Corp CA | 49,700 | $903K | 0.5% | +3.8% | 0.088% | |
7/19/2024 | Raymond James & Associates | 1,491,090 | $27.08M | 0.0% | +96.3% | 2.644% | |
7/19/2024 | Marietta Wealth Management LLC | 316,789 | $5.75M | 0.9% | +0.5% | 0.562% | |
7/18/2024 | Rovin Capital UT ADV | 159,971 | $2.91M | 1.2% | -0.5% | 0.284% | |
7/18/2024 | Sawgrass Asset Management LLC | 75,690 | $1.38M | 0.1% | +1.1% | 0.134% | |
7/17/2024 | Westside Investment Management Inc. | 6,208 | $113K | 0.0% | +15.4% | 0.011% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 85,621 | $1.56M | 0.0% | N/A | 0.153% | |
7/16/2024 | BCS Wealth Management | 116,810 | $2.12M | 1.0% | +58.1% | 0.209% | |