1/16/2025 | First United Bank & Trust | 26,495 | $1.41M | 0.5% | +12.7% | 0.004% | |
1/16/2025 | ARS Investment Partners LLC | 15,200 | $806K | 0.1% | N/A | 0.002% | |
1/16/2025 | Pure Financial Advisors LLC | 6,024 | $320K | 0.0% | N/A | 0.001% | |
1/16/2025 | Koshinski Asset Management Inc. | 8,067 | $428K | 0.0% | +26.1% | 0.001% | |
1/16/2025 | Harbor Investment Advisory LLC | 29,848 | $1.58M | 0.1% | +53.8% | 0.005% | |
1/16/2025 | Gemmer Asset Management LLC | 18,165 | $964K | 0.1% | -2.6% | 0.003% | |
|
1/16/2025 | Union Savings Bank | 473 | $25K | 0.0% | N/A | 0.000% | |
1/16/2025 | Zhang Financial LLC | 295,872 | $15.70M | 0.9% | +7.9% | 0.046% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 2,437 | $129K | 0.0% | +63.9% | 0.000% | |
1/16/2025 | SFG Wealth Management LLC. | 4,437 | $235K | 0.1% | N/A | 0.001% | |
1/16/2025 | BigSur Wealth Management LLC | 48,035 | $2.55M | 0.7% | -50.8% | 0.007% | |
1/16/2025 | Strong Tower Advisory Services | 293,705 | $15.58M | 4.1% | +4.0% | 0.045% | |
1/16/2025 | City Holding Co. | 488 | $26K | 0.0% | +95.2% | 0.000% | |
1/16/2025 | RoundAngle Advisors LLC | 25,480 | $1.35M | 1.3% | N/A | 0.004% | |
1/16/2025 | Ariose Capital Management Ltd | 88,400 | $4.69M | 3.9% | N/A | 0.014% | |
1/16/2025 | Evanson Asset Management LLC | 5,466 | $290K | 0.0% | N/A | 0.001% | |
1/16/2025 | Perkins Coie Trust Co | 1,045 | $55K | 0.0% | N/A | 0.000% | |
1/16/2025 | Clarius Group LLC | 5,468 | $290K | 0.0% | N/A | 0.001% | |
1/15/2025 | J2 Capital Management Inc | 8,300 | $440K | 0.4% | N/A | 0.001% | |
1/15/2025 | BNC Wealth Management LLC | 24,163 | $1.28M | 0.4% | N/A | 0.004% | |
1/15/2025 | Sandbox Financial Partners LLC | 9,596 | $509K | 0.2% | +16.2% | 0.001% | |
1/15/2025 | Udine Wealth Management Inc. | 55,216 | $2.93M | 1.9% | +1.7% | 0.009% | |
1/15/2025 | Ballew Advisors Inc | 6,380 | $340K | 0.2% | N/A | 0.001% | |
1/15/2025 | Kera Capital Partners Inc. | 4,228 | $224K | 0.1% | N/A | 0.001% | |
1/15/2025 | Taylor & Morgan Wealth Management LLC | 9,338 | $495K | 0.3% | +15.5% | 0.001% | |
1/15/2025 | Jackson Square Capital LLC | 30,366 | $1.61M | 0.4% | N/A | 0.005% | |
1/15/2025 | Ameritas Advisory Services LLC | 16,562 | $879K | 0.0% | N/A | 0.003% | |
1/15/2025 | HB Wealth Management LLC | 25,265 | $1.34M | 0.0% | +129.5% | 0.004% | |
1/15/2025 | Sara Bay Financial | 6,225 | $333K | 0.1% | N/A | 0.001% | |
1/15/2025 | Trust Co. of Vermont | 3,854 | $204K | 0.0% | +134.4% | 0.001% | |
1/15/2025 | Arkadios Wealth Advisors | 43,794 | $2.32M | 0.1% | +58.1% | 0.007% | |
1/15/2025 | Lake Street Private Wealth LLC | 4,555 | $242K | 0.0% | N/A | 0.001% | |
1/15/2025 | Sax Wealth Advisors LLC | 5,758 | $305K | 0.0% | N/A | 0.001% | |
1/15/2025 | Merit Financial Group LLC | 17,500 | $928K | 0.0% | N/A | 0.003% | |
1/15/2025 | Relyea Zuckerberg Hanson LLC | 6,870 | $364K | 0.0% | N/A | 0.001% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 9,106 | $483K | 0.0% | N/A | 0.001% | |
1/15/2025 | Procyon Advisors LLC | 23,513 | $1.25M | 0.1% | N/A | 0.004% | |
1/15/2025 | Lauer Wealth LLC | 6,350 | $337K | 0.2% | N/A | 0.001% | |
1/15/2025 | Yarbrough Capital LLC | 311,211 | $16.51M | 0.6% | +121.4% | 0.048% | |
1/15/2025 | Edge Wealth Management LLC | 4,500 | $239K | 0.0% | N/A | 0.001% | |
|
1/15/2025 | Fermata Advisors LLC | 26,277 | $1.39M | 0.3% | +346.7% | 0.004% | |
1/15/2025 | Cypress Wealth Services LLC | 12,303 | $653K | 0.1% | +67.0% | 0.002% | |
1/15/2025 | Sanders Morris Harris LLC | 4,000 | $215K | 0.0% | N/A | 0.001% | |
1/15/2025 | Mirador Capital Partners LP | 14,262 | $757K | 0.1% | +41.8% | 0.002% | |
1/14/2025 | Mason & Associates Inc | 6,963 | $369K | 0.1% | N/A | 0.001% | |
1/14/2025 | Heritage Family Offices LLP | 15,335 | $814K | 0.4% | N/A | 0.002% | |
1/14/2025 | Financial Enhancement Group LLC | 68,486 | $3.65M | 0.6% | N/A | 0.011% | |
1/14/2025 | Winch Advisory Services LLC | 3,532 | $187K | 0.0% | +19.1% | 0.001% | |
1/14/2025 | HCR Wealth Advisors | 31,492 | $1.67M | 0.2% | +5.1% | 0.005% | |
1/14/2025 | Redhawk Wealth Advisors Inc. | 10,972 | $582K | 0.1% | N/A | 0.002% | |
1/14/2025 | Wolff Wiese Magana LLC | 1,137 | $60K | 0.0% | N/A | 0.000% | |
1/14/2025 | Smith Anglin Financial LLC | 12,545 | $666K | 0.1% | +94.9% | 0.002% | |
1/14/2025 | Moseley Investment Management Inc. | 6,112 | $324K | 0.1% | N/A | 0.001% | |
1/14/2025 | Park Avenue Securities LLC | 44,119 | $2.34M | 0.0% | +73.4% | 0.007% | |
1/14/2025 | San Luis Wealth Advisors LLC | 6,687 | $355K | 0.1% | +8.8% | 0.001% | |
1/14/2025 | SeaCrest Wealth Management LLC | 38,236 | $2.03M | 0.2% | +14.7% | 0.006% | |
1/14/2025 | Sovereign Financial Group Inc. | 16,645 | $883K | 0.2% | -9.6% | 0.003% | |
1/14/2025 | Gainplan LLC | 187,573 | $9.95M | 3.8% | N/A | 0.029% | |
1/14/2025 | GSG Advisors LLC | 10,609 | $563K | 0.2% | +5.5% | 0.002% | |
1/14/2025 | Rosenberg Matthew Hamilton | 4,191 | $222K | 0.1% | +78.3% | 0.001% | |
1/14/2025 | MRA Advisory Group | 73,368 | $3.89M | 2.1% | -0.9% | 0.011% | |
1/14/2025 | Signal Advisors Wealth LLC | 63,919 | $3.39M | 0.4% | +47.2% | 0.010% | |
1/13/2025 | Columbia Advisory Partners LLC | 22,181 | $1.18M | 1.1% | N/A | 0.003% | |
1/13/2025 | PSI Advisors LLC | 557 | $30K | 0.0% | N/A | 0.000% | |
1/13/2025 | Unique Wealth LLC | 16,185 | $859K | 0.2% | +11.1% | 0.003% | |
1/13/2025 | AdvisorNet Financial Inc | 2,651 | $141K | 0.0% | +52.4% | 0.000% | |
1/13/2025 | Tsfg LLC | 2,571 | $136K | 0.0% | N/A | 0.000% | |
1/13/2025 | Catalyst Private Wealth LLC | 10,431 | $553K | 0.2% | -7.0% | 0.002% | |
1/13/2025 | Pallas Capital Advisors LLC | 6,177 | $328K | 0.0% | +18.9% | 0.001% | |
1/13/2025 | Friedenthal Financial | 1,994 | $106K | 0.1% | -34.0% | 0.000% | |
1/13/2025 | Heritage Wealth Partners LLC | 9,235 | $490K | 0.6% | N/A | 0.001% | |
1/13/2025 | Claro Advisors LLC | 11,277 | $598K | 0.1% | N/A | 0.002% | |
1/13/2025 | Future Financial Wealth Managment LLC | 1,050 | $56K | 0.0% | +2,000.0% | 0.000% | |
1/13/2025 | Wedmont Private Capital | 11,418 | $615K | 0.0% | N/A | 0.002% | |
1/13/2025 | JTC Employer Solutions Trustee Ltd | 37,481 | $2.01M | 0.1% | +64.4% | 0.006% | |
1/13/2025 | Capital Investment Advisors LLC | 6,992 | $371K | 0.0% | N/A | 0.001% | |
1/13/2025 | Brookstone Capital Management | 191,555 | $10.16M | 0.1% | +2.2% | 0.030% | |
1/13/2025 | Fiduciary Alliance LLC | 243,311 | $12.91M | 1.3% | +10.5% | 0.038% | |
1/13/2025 | Aprio Wealth Management LLC | 21,854 | $1.16M | 0.2% | N/A | 0.003% | |
1/13/2025 | Paragon Advisors LLC | 405,212 | $21.50M | 7.4% | -11.5% | 0.063% | |
1/10/2025 | Graypoint LLC | 6,541 | $347K | 0.0% | -61.2% | 0.001% | |
1/10/2025 | HBW Advisory Services LLC | 4,502 | $239K | 0.0% | N/A | 0.001% | |
1/10/2025 | CCM Investment Advisers LLC | 13,885 | $744K | 0.1% | +79.3% | 0.002% | |
1/10/2025 | Ridgewood Investments LLC | 6,980 | $370K | 0.2% | +76.7% | 0.001% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 88,837 | $4.71M | 0.0% | +0.4% | 0.014% | |
1/10/2025 | Avondale Wealth Management | 6,000 | $318K | 0.2% | -15.0% | 0.001% | |
1/10/2025 | ORG Partners LLC | 10,208 | $542K | 0.1% | +346.9% | 0.002% | |
1/8/2025 | International Assets Investment Management LLC | 3,689 | $204K | 0.0% | -88.7% | 0.001% | |
1/7/2025 | Diversified Trust Co | 25,175 | $1.34M | 0.0% | N/A | 0.004% | |
1/7/2025 | APEIRON CAPITAL Ltd | 159,100 | $8.44M | 3.1% | N/A | 0.025% | |
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1/6/2025 | Ables Iannone Moore & Associates Inc. | 19,659 | $1.04M | 0.6% | -1.1% | 0.003% | |
1/6/2025 | Doliver Advisors LP | 9,581 | $508K | 0.1% | +26.8% | 0.001% | |
1/6/2025 | Silverleafe Capital Partners LLC | 13,840 | $734K | 0.2% | N/A | 0.002% | |
1/6/2025 | CWA Asset Management Group LLC | 106,184 | $5.63M | 0.3% | +17.1% | 0.016% | |
1/3/2025 | Modus Advisors LLC | 11,000 | $584K | 0.2% | N/A | 0.002% | |
1/3/2025 | Franchise Capital Ltd | 94,350 | $5.01M | 2.3% | N/A | 0.015% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 38,078 | $1.36M | 0.0% | +32.2% | 0.006% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 18,150 | $656K | 0.2% | N/A | 0.003% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 2,205 | $80K | 0.0% | -47.8% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 29,470 | $1.11M | 0.0% | N/A | 0.005% | |