1/14/2025 | Smith Thornton Advisors LLC | 14,627 | $1.24M | 0.8% | +1.9% | 0.225% | |
1/8/2025 | Private Client Services LLC | 3,069 | $261K | 0.1% | +6.7% | 0.047% | |
11/15/2024 | Jane Street Group LLC | 7,660 | $660K | 0.0% | N/A | 0.118% | |
11/15/2024 | Stifel Financial Corp | 65,314 | $5.63M | 0.0% | -6.6% | 1.005% | |
11/15/2024 | Integrated Wealth Concepts LLC | 16,482 | $1.42M | 0.0% | +2.5% | 0.254% | |
11/15/2024 | HighTower Advisors LLC | 3,221 | $278K | 0.0% | N/A | 0.050% | |
11/13/2024 | FMR LLC | 1,193 | $103K | 0.0% | -55.0% | 0.018% | |
11/6/2024 | Rossmore Private Capital | 21,700 | $1.87M | 0.2% | -1.6% | 0.334% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 12,207 | $1.05M | 0.1% | +2.0% | 0.188% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 6,151 | $530K | 0.1% | -3.7% | 0.095% | |
|
10/24/2024 | Hibernia Wealth Partners LLC | 7,615 | $656K | 0.2% | N/A | 0.117% | |
10/23/2024 | Silver Oak Securities Incorporated | 125,988 | $10.83M | 1.1% | -1.3% | 1.938% | |
10/22/2024 | Private Advisor Group LLC | 132,755 | $11.44M | 0.1% | +0.1% | 2.042% | |
10/21/2024 | Calton & Associates Inc. | 2,748 | $237K | 0.1% | -5.1% | 0.042% | |
10/18/2024 | Raymond James & Associates | 45,063 | $3.88M | 0.0% | -5.8% | 0.693% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 2,953 | $254K | 0.0% | -3.8% | 0.045% | |
10/9/2024 | TAP Consulting LLC | 81,208 | $7.00M | 1.4% | +4.2% | 1.249% | |
10/3/2024 | Private Client Services LLC | 2,877 | $248K | 0.1% | +8.9% | 0.044% | |
9/5/2024 | Sanctuary Advisors LLC | 11,203 | $877K | 0.0% | N/A | 0.172% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 111,204 | $8.82M | 0.0% | +89.8% | 1.711% | |
8/16/2024 | Creative Planning | 8,688 | $689K | 0.0% | +3.8% | 0.134% | |
8/15/2024 | Smith Thornton Advisors LLC | 14,267 | $1.13M | 0.8% | N/A | 0.219% | |
8/14/2024 | EverSource Wealth Advisors LLC | 1,077 | $89K | 0.0% | +25.1% | 0.017% | |
8/8/2024 | Envestnet Asset Management Inc. | 116,478 | $9.24M | 0.0% | -0.8% | 1.792% | |
8/6/2024 | TAP Consulting LLC | 77,914 | $6.18M | 1.3% | +9.6% | 1.199% | |
8/5/2024 | Private Advisor Group LLC | 132,562 | $10.52M | 0.1% | -3.3% | 2.039% | |
8/2/2024 | Larson Financial Group LLC | 51,420 | $4.08M | 0.3% | N/A | 0.791% | |
7/30/2024 | Key Financial Inc | 400 | $32K | 0.0% | N/A | 0.006% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 11,967 | $950K | 0.1% | +1.5% | 0.184% | |
7/29/2024 | Private Client Services LLC | 2,643 | $210K | 0.1% | N/A | 0.041% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 27,600 | $2.19M | 0.0% | +3.8% | 0.425% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 3,055 | $242K | 0.0% | N/A | 0.047% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 13,600 | $1.08M | 0.0% | N/A | 0.209% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 264,235 | $20.97M | 0.0% | -0.5% | 4.065% | |
6/11/2024 | EverSource Wealth Advisors LLC | 861 | $67K | 0.0% | -48.5% | 0.013% | |
5/24/2024 | Cetera Advisors LLC | 4,261 | $347K | 0.0% | -5.1% | 0.066% | |
5/17/2024 | Comerica Bank | 277,481 | $22.58M | 0.1% | -4.3% | 4.269% | |
5/8/2024 | Avantax Advisory Services Inc. | 2,505 | $204K | 0.0% | N/A | 0.039% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 3,118 | $254K | 0.0% | -8.2% | 0.048% | |
4/30/2024 | Private Advisor Group LLC | 137,099 | $11.15M | 0.1% | -9.9% | 2.093% | |
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4/29/2024 | Commonwealth Equity Services LLC | 49,649 | $4.04M | 0.0% | -5.4% | 0.758% | |
4/26/2024 | Yousif Capital Management LLC | 141,193 | $11.49M | 0.1% | -12.1% | 2.156% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 26,581 | $2.16M | 0.0% | -23.7% | 0.406% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 11,795 | $960K | 0.1% | +12.4% | 0.180% | |
4/23/2024 | TAP Consulting LLC | 71,110 | $5.79M | 1.3% | -19.0% | 1.086% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 265,604 | $21.61M | 0.0% | +1.1% | 4.055% | |
4/16/2024 | Calton & Associates Inc. | 2,918 | $237K | 0.1% | -10.8% | 0.038% | |
4/9/2024 | Mather Group LLC. | 1,197 | $89K | 0.0% | N/A | 0.016% | |
2/12/2024 | Stifel Financial Corp | 76,674 | $5.72M | 0.0% | -5.7% | 1.009% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 10,493 | $783K | 0.1% | +6.9% | 0.138% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 34,827 | $2.60M | 0.0% | -7.3% | 0.458% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,673 | $125K | 0.0% | -61.9% | 0.022% | |
2/9/2024 | Keystone Financial Group | 14,413 | $1.08M | 0.2% | -19.8% | 0.190% | |
2/9/2024 | Wells Fargo & Company MN | 282,259 | $21.07M | 0.0% | -2.5% | 3.714% | |
2/9/2024 | UBS Group AG | 327,759 | $24.46M | 0.0% | -1.6% | 4.313% | |
2/8/2024 | Level Four Advisory Services LLC | 32,006 | $2.39M | 0.1% | +1.5% | 0.421% | |
2/7/2024 | Rossmore Private Capital | 20,762 | $1.57M | 0.2% | +37.1% | 0.273% | |
2/7/2024 | Calton & Associates Inc. | 3,273 | $244K | 0.1% | N/A | 0.043% | |
2/6/2024 | Private Advisor Group LLC | 152,170 | $11.36M | 0.1% | -0.5% | 2.002% | |
2/5/2024 | Silver Oak Securities Incorporated | 128,948 | $9.62M | 1.3% | -2.5% | 1.697% | |
2/2/2024 | TAP Consulting LLC | 87,747 | $6.55M | 1.6% | +34.5% | 1.155% | |
2/1/2024 | CWM LLC | 706 | $53K | 0.0% | -50.1% | 0.009% | |
1/24/2024 | Private Trust Co. NA | 442 | $33K | 0.0% | N/A | 0.006% | |
1/19/2024 | Hibernia Wealth Partners LLC | 7,625 | $569K | 0.4% | -21.9% | 0.100% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 262,731 | $19.61M | 0.0% | -1.9% | 3.457% | |
12/5/2023 | TAP Consulting LLC | 65,248 | $4.44M | 1.1% | +13.9% | 0.859% | |
11/21/2023 | Comerica Bank | 290,167 | $19.76M | 0.1% | N/A | 3.818% | |
11/20/2023 | Silver Oak Securities Incorporated | 132,225 | $9.00M | 1.7% | -0.1% | 1.740% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 1,742 | $119K | 0.0% | N/A | 0.023% | |
11/13/2023 | Stifel Financial Corp | 81,298 | $5.54M | 0.0% | -1.4% | 1.070% | |
11/13/2023 | LPL Financial LLC | 429,598 | $29.25M | 0.0% | -1.2% | 5.653% | |
11/9/2023 | UBS Group AG | 332,991 | $22.67M | 0.0% | +2.0% | 4.381% | |
11/8/2023 | Pathstone Family Office LLC | 7,769 | $529K | 0.0% | N/A | 0.102% | |
11/8/2023 | Atria Wealth Solutions Inc. | 3,276 | $223K | 0.0% | -21.9% | 0.043% | |
11/6/2023 | Keystone Financial Group | 17,980 | $1.22M | 0.2% | +5.0% | 0.237% | |
11/4/2023 | NBC Securities Inc. | 783 | $53K | 0.0% | N/A | 0.010% | |
11/4/2023 | EverSource Wealth Advisors LLC | 4,391 | $299K | 0.0% | +13.3% | 0.058% | |
11/3/2023 | Private Advisor Group LLC | 152,910 | $10.41M | 0.1% | -8.8% | 2.012% | |
10/30/2023 | Yousif Capital Management LLC | 160,695 | $10.94M | 0.1% | N/A | 2.114% | |
10/27/2023 | Planning Directions Inc. | 3,515 | $239K | 0.2% | -6.8% | 0.046% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 267,864 | $18.24M | 0.0% | -0.3% | 3.525% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 37,561 | $2.56M | 0.0% | -0.6% | 0.494% | |
10/23/2023 | Commonwealth Equity Services LLC | 50,537 | $3.44M | 0.0% | +3.9% | 0.665% | |
10/12/2023 | IFP Advisors Inc | 3,227 | $220K | 0.0% | -5.8% | 0.042% | |
10/12/2023 | Hibernia Wealth Partners LLC | 9,759 | $664K | 0.5% | N/A | 0.128% | |
8/14/2023 | Guidance Capital Inc. | 3,211 | $231K | 0.1% | N/A | 0.042% | |
8/10/2023 | Osaic Holdings Inc. | 57,380 | $4.08M | 0.0% | -3.1% | 0.755% | |
8/10/2023 | Commonwealth Equity Services LLC | 48,636 | $3.46M | 0.0% | +5.0% | 0.640% | |
8/10/2023 | Private Advisor Group LLC | 167,716 | $11.92M | 0.1% | -21.7% | 2.207% | |
8/9/2023 | Flow Traders U.S. LLC | 7,837 | $557K | 0.0% | N/A | 0.103% | |
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8/7/2023 | Keystone Financial Group | 17,122 | $1.22M | 0.2% | N/A | 0.225% | |
8/4/2023 | Envestnet Asset Management Inc. | 119,960 | $8.53M | 0.0% | +1.8% | 1.454% | |
8/4/2023 | EverSource Wealth Advisors LLC | 3,874 | $275K | 0.0% | N/A | 0.047% | |
8/2/2023 | Silver Oak Securities Incorporated | 132,391 | $9.41M | 1.5% | -3.2% | 1.605% | |
8/1/2023 | Truist Financial Corp | 4,556 | $324K | 0.0% | +9.1% | 0.055% | |
8/1/2023 | Money Concepts Capital Corp | 18,632 | $1.32M | 0.1% | -90.0% | 0.226% | |
7/31/2023 | LPL Financial LLC | 434,832 | $30.91M | 0.0% | -11.7% | 5.271% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 268,561 | $19.09M | 0.0% | +5.1% | 3.255% | |
7/25/2023 | Raymond James & Associates | 53,675 | $3.82M | 0.0% | -6.8% | 0.651% | |
7/21/2023 | Creative Planning | 7,904 | $562K | 0.0% | -3.5% | 0.096% | |