1/17/2025 | Avior Wealth Management LLC | 1,998,814 | $32.08M | 1.2% | +119,374.8% | 3.908% | |
1/17/2025 | Janney Montgomery Scott LLC | 248,336 | $3.99M | 0.0% | +3.9% | 0.486% | |
1/17/2025 | Segment Wealth Management LLC | 20,420 | $328K | 0.0% | N/A | 0.040% | |
1/16/2025 | Ironwood Financial llc | 22,635 | $363K | 0.1% | +32.9% | 0.044% | |
1/15/2025 | Sax Wealth Advisors LLC | 19,050 | $306K | 0.0% | +7.4% | 0.038% | |
1/15/2025 | Butensky & Cohen Financial Security Inc. | 69,693 | $1.12M | 0.4% | +2.9% | 0.138% | |
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1/15/2025 | Kaye Capital Management | 627,073 | $10.07M | 4.6% | +0.7% | 1.241% | |
1/15/2025 | Everpar Advisors LLC | 12,974 | $208K | 0.1% | N/A | 0.026% | |
1/15/2025 | Sterling Financial Group Inc. | 25,397 | $408K | 0.2% | +11.3% | 0.050% | |
1/15/2025 | Carnegie Investment Counsel | 50,015 | $803K | 0.0% | N/A | 0.099% | |
1/14/2025 | Pinnacle Bancorp Inc. | 8,395 | $135K | 0.0% | N/A | 0.017% | |
1/14/2025 | Tlwm | 72,980 | $1.17M | 0.2% | +3.4% | 0.144% | |
1/14/2025 | Waycross Investment Management Co | 408,532 | $6.56M | 6.9% | +0.6% | 0.808% | |
1/13/2025 | BCS Wealth Management | 252,739 | $4.06M | 1.0% | +12.2% | 0.500% | |
1/13/2025 | Eastern Bank | 304,884 | $4.89M | 0.1% | -39.7% | 0.603% | |
1/13/2025 | Capital Investment Advisors LLC | 16,622 | $267K | 0.0% | N/A | 0.033% | |
1/7/2025 | Horizons Wealth Management | 73,583 | $1.18M | 0.9% | +918.6% | 0.147% | |
1/6/2025 | Oliver Luxxe Assets LLC | 15,300 | $246K | 0.0% | N/A | 0.031% | |
11/25/2024 | Sanctuary Advisors LLC | 321,040 | $5.18M | 0.0% | +31.6% | 0.817% | |
11/15/2024 | MML Investors Services LLC | 59,932 | $999K | 0.0% | +6.8% | 0.152% | |
11/15/2024 | Stifel Financial Corp | 55,162 | $920K | 0.0% | +58.0% | 0.140% | |
11/15/2024 | Motley Fool Wealth Management LLC | 1,335,271 | $22.26M | 1.1% | -3.6% | 3.398% | |
11/15/2024 | Benjamin Edwards Inc. | 11,626 | $194K | 0.0% | N/A | 0.030% | |
11/14/2024 | Flow Traders U.S. LLC | 77,747 | $1.30M | 0.1% | N/A | 0.198% | |
11/14/2024 | Captrust Financial Advisors | 36,376 | $606K | 0.0% | +62.2% | 0.093% | |
11/14/2024 | Atlantic Union Bankshares Corp | 973,733 | $16.23M | 0.9% | +15.1% | 2.478% | |
11/13/2024 | Davis R M Inc. | 39,289 | $655K | 0.0% | +74.3% | 0.100% | |
11/12/2024 | Capital Investment Counsel LLC | 805,406 | $13.43M | 2.3% | +166.0% | 2.049% | |
11/12/2024 | Allen Capital Group LLC | 15,055 | $251K | 0.0% | +26.3% | 0.038% | |
11/6/2024 | Sawgrass Asset Management LLC | 101,547 | $1.69M | 0.2% | +27.9% | 0.258% | |
11/6/2024 | Straight Path Wealth Management | 40,874 | $681K | 0.3% | +46.9% | 0.104% | |
11/5/2024 | Aptus Capital Advisors LLC | 2,438,652 | $40.65M | 0.6% | +37.7% | 6.205% | |
11/4/2024 | Addison Advisors LLC | 242,870 | $4.05M | 1.1% | +20.7% | 0.618% | |
11/4/2024 | G2 Capital Management LLC OH | 83,111 | $1.39M | 0.4% | +1.2% | 0.211% | |
11/1/2024 | Atria Investments Inc | 276,948 | $4.62M | 0.1% | +11.5% | 0.705% | |
10/30/2024 | Arlington Capital Management Inc. | 34,990 | $583K | 0.5% | +15.7% | 0.090% | |
10/29/2024 | Janney Montgomery Scott LLC | 239,082 | $3.99M | 0.0% | +5.1% | 0.618% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 14,625 | $244K | 0.0% | +34.1% | 0.038% | |
10/28/2024 | Stephens Inc. AR | 96,299 | $1.61M | 0.0% | +162.7% | 0.249% | |
10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,566 | $26K | 0.0% | N/A | 0.004% | |
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10/25/2024 | MONECO Advisors LLC | 183,862 | $3.07M | 0.4% | +606.0% | 0.475% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 115,616 | $1.93M | 0.0% | +55.9% | 0.299% | |
10/23/2024 | Sigma Investment Counselors Inc. | 18,066 | $301K | 0.0% | +6.6% | 0.047% | |
10/22/2024 | Sterling Financial Group Inc. | 22,828 | $381K | 0.2% | -4.5% | 0.060% | |
10/22/2024 | Marietta Wealth Management LLC | 356,824 | $5.95M | 0.9% | N/A | 0.933% | |
10/22/2024 | Eastern Bank | 505,847 | $8.43M | 0.2% | -73.2% | 1.322% | |
10/21/2024 | Kaye Capital Management | 622,594 | $10.38M | 4.2% | +1.2% | 1.628% | |
10/18/2024 | AA Financial Advisors LLC | 315,949 | $5.27M | 1.5% | +22.9% | 0.826% | |
10/18/2024 | Raymond James & Associates | 2,019,829 | $33.67M | 0.0% | +8.3% | 5.281% | |
10/18/2024 | Kohmann Bosshard Financial Services LLC | 37,077 | $618K | 0.1% | +51.6% | 0.097% | |
10/17/2024 | BCS Wealth Management | 225,220 | $3.75M | 1.6% | +41.7% | 0.589% | |
10/16/2024 | Ironwood Financial llc | 17,035 | $284K | 0.1% | +16.3% | 0.045% | |
10/16/2024 | Asset Dedication LLC | 185,682 | $3.10M | 0.2% | +24.1% | 0.493% | |
10/11/2024 | Novare Capital Management LLC | 125,789 | $2.10M | 0.2% | +11.0% | 0.342% | |
10/9/2024 | Independence Bank of Kentucky | 59,755 | $996K | 0.2% | +4.3% | 0.163% | |
10/5/2024 | Waycross Investment Management Co | 406,179 | $6.77M | 6.2% | N/A | 1.110% | |
9/5/2024 | Sanctuary Advisors LLC | 243,909 | $3.82M | 0.0% | N/A | 0.749% | |
8/21/2024 | Truist Financial Corp | 17,057 | $272K | 0.0% | N/A | 0.052% | |
8/16/2024 | Straight Path Wealth Management | 27,826 | $444K | 0.2% | +113.3% | 0.085% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 11,509 | $184K | 0.0% | +24.9% | 0.035% | |
8/12/2024 | G2 Capital Management LLC OH | 82,112 | $1.31M | 0.4% | +1.3% | 0.252% | |
8/6/2024 | Asset Dedication LLC | 149,629 | $2.39M | 0.2% | +14.8% | 0.460% | |
8/6/2024 | Strategic Financial Concepts LLC | 350,742 | $56K | 0.0% | +1,097.2% | 1.078% | |
8/5/2024 | Addison Advisors LLC | 201,207 | $3.21M | 1.0% | +16.8% | 0.618% | |
8/2/2024 | Novare Capital Management LLC | 113,345 | $1.81M | 0.2% | +6.6% | 0.348% | |
7/31/2024 | Aptus Capital Advisors LLC | 1,771,517 | $28.26M | 0.5% | +33.0% | 5.571% | |
7/31/2024 | Commonwealth Equity Services LLC | 67,018 | $1.07M | 0.0% | +25.1% | 0.211% | |
7/30/2024 | Key Financial Inc | 4,570 | $73K | 0.0% | N/A | 0.014% | |
7/25/2024 | Independence Bank of Kentucky | 57,301 | $914K | 0.2% | +59.2% | 0.181% | |
7/25/2024 | Atlantic Union Bankshares Corp | 845,718 | $13.49M | 0.8% | +23.1% | 2.672% | |
7/24/2024 | &PARTNERS | 34,190 | $545K | 0.0% | N/A | 0.108% | |
7/24/2024 | Vishria Bird Financial Group LLC | 293,639 | $4.68M | 2.0% | +0.9% | 0.928% | |
7/23/2024 | Eastern Bank | 1,885,660 | $30.08M | 1.2% | +2.0% | 5.958% | |
7/23/2024 | Exchange Capital Management Inc. | 174,313 | $2.78M | 0.5% | +20.7% | 0.551% | |
7/22/2024 | Horizons Wealth Management | 5,285 | $86K | 0.1% | N/A | 0.017% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,134,615 | $18.10M | 0.0% | +1.5% | 3.585% | |
7/19/2024 | MONECO Advisors LLC | 26,042 | $415K | 0.1% | +4.8% | 0.082% | |
7/19/2024 | Ironwood Wealth Management LLC. | 14,650 | $234K | 0.1% | +27.3% | 0.040% | |
7/19/2024 | Raymond James & Associates | 1,865,313 | $29.75M | 0.0% | +745.8% | 5.894% | |
7/18/2024 | Sawgrass Asset Management LLC | 79,403 | $1.27M | 0.1% | +1.6% | 0.251% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 74,158 | $1.18M | 0.0% | +292.7% | 0.245% | |
7/16/2024 | BCS Wealth Management | 158,956 | $2.54M | 1.2% | +42.9% | 0.525% | |
7/16/2024 | AA Financial Advisors LLC | 257,079 | $4.10M | 1.4% | +59.9% | 0.848% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 12,569 | $200K | 0.0% | N/A | 0.041% | |
7/15/2024 | Sterling Financial Group Inc. | 23,904 | $381K | 0.2% | -11.9% | 0.079% | |
7/12/2024 | Sax Wealth Advisors LLC | 17,059 | $272K | 0.0% | N/A | 0.057% | |
7/11/2024 | Butensky & Cohen Financial Security Inc. | 66,878 | $1.07M | 0.3% | +6.5% | 0.224% | |
5/24/2024 | Cetera Advisors LLC | 49,870 | $804K | 0.0% | +137.8% | 0.183% | |
5/21/2024 | Atria Investments Inc | 231,771 | $3.74M | 0.1% | N/A | 0.849% | |
5/13/2024 | Goepper Burkhardt LLC | 28,000 | $444K | 0.2% | +71.8% | 0.103% | |
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5/8/2024 | Motley Fool Wealth Management LLC | 877,044 | $14.14M | 0.7% | +5.3% | 3.213% | |
5/3/2024 | AA Financial Advisors LLC | 160,748 | $2.59M | 1.0% | N/A | 0.589% | |
5/2/2024 | First Command Advisory Services Inc. | 11,128 | $179K | 0.0% | +43.5% | 0.041% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 15,366 | $248K | 0.1% | N/A | 0.056% | |
5/1/2024 | Janney Montgomery Scott LLC | 210,391 | $3.39M | 0.0% | +6.9% | 0.771% | |
4/30/2024 | Commonwealth Equity Services LLC | 53,562 | $863K | 0.0% | +15.0% | 0.196% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 9,213 | $149K | 0.0% | +8.5% | 0.034% | |
4/26/2024 | YHB Investment Advisors Inc. | 2,630 | $42K | 0.0% | N/A | 0.010% | |
4/26/2024 | MONECO Advisors LLC | 24,848 | $401K | 0.1% | -57.7% | 0.092% | |
4/26/2024 | Sigma Investment Counselors Inc. | 16,948 | $273K | 0.0% | +9.9% | 0.063% | |