11/18/2024 | Hobbs Group Advisors LLC | 51,393 | $967K | 0.3% | +1.1% | 0.070% | |
11/15/2024 | MML Investors Services LLC | 130,126 | $2.45M | 0.0% | +43.9% | 0.178% | |
11/15/2024 | Jane Street Group LLC | 83,464 | $1.57M | 0.0% | -63.4% | 0.114% | |
11/15/2024 | Stifel Financial Corp | 1,010,581 | $19.01M | 0.0% | +2.4% | 1.381% | |
11/15/2024 | Motley Fool Wealth Management LLC | 774,468 | $14.57M | 0.7% | -4.7% | 1.058% | |
11/15/2024 | Integrated Wealth Concepts LLC | 34,682 | $652K | 0.0% | +16.9% | 0.047% | |
|
11/15/2024 | HighTower Advisors LLC | 32,052 | $605K | 0.0% | +14.5% | 0.044% | |
11/15/2024 | Benjamin Edwards Inc. | 11,087 | $209K | 0.0% | N/A | 0.015% | |
11/14/2024 | Morton Community Bank | 17,200 | $324K | 0.1% | N/A | 0.023% | |
11/14/2024 | Captrust Financial Advisors | 63,947 | $1.20M | 0.0% | +24.4% | 0.087% | |
11/14/2024 | Atlantic Union Bankshares Corp | 843,172 | $15.86M | 0.9% | +19.2% | 1.152% | |
11/13/2024 | Freedom Investment Management Inc. | 12,632 | $238K | 0.0% | N/A | 0.017% | |
11/13/2024 | FMR LLC | 2,023 | $38K | 0.0% | N/A | 0.003% | |
11/13/2024 | Davis R M Inc. | 229,124 | $4.31M | 0.1% | +82.3% | 0.313% | |
11/12/2024 | Capital Investment Counsel LLC | 686,832 | $12.92M | 2.2% | +189.8% | 0.938% | |
11/12/2024 | Larson Financial Group LLC | 13,641 | $257K | 0.0% | +84.2% | 0.019% | |
11/12/2024 | Allen Capital Group LLC | 15,370 | $289K | 0.0% | +46.6% | 0.021% | |
11/8/2024 | First Horizon Advisors Inc. | 23,983 | $451K | 0.0% | -13.5% | 0.033% | |
11/8/2024 | Avior Wealth Management LLC | 1,969,430 | $37.05M | 1.5% | +20.4% | 2.690% | |
11/8/2024 | Prospera Financial Services Inc | 92,776 | $1.75M | 0.0% | +189.7% | 0.127% | |
11/6/2024 | Sawgrass Asset Management LLC | 81,716 | $1.54M | 0.2% | +8.0% | 0.112% | |
11/6/2024 | Straight Path Wealth Management | 104,897 | $1.97M | 0.8% | +12.1% | 0.143% | |
11/5/2024 | Souders Financial Advisors | 157,761 | $2.97M | 0.4% | +5.1% | 0.216% | |
11/5/2024 | Aptus Capital Advisors LLC | 2,162,775 | $40.68M | 0.6% | +37.6% | 2.955% | |
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% | |
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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% | |
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% | |
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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% | |