1/17/2025 | Janney Montgomery Scott LLC | 160,718 | $8.40M | 0.0% | -5.9% | 0.168% | |
1/17/2025 | Atomi Financial Group Inc. | 6,375 | $333K | 0.0% | +4.9% | 0.007% | |
1/16/2025 | Ballentine Partners LLC | 294,401 | $15.39M | 0.3% | -2.6% | 0.310% | |
1/16/2025 | BigSur Wealth Management LLC | 28,550 | $1.49M | 0.4% | -2.7% | 0.030% | |
1/15/2025 | Financial & Tax Architects LLC | 8,577 | $448K | 0.1% | +51.0% | 0.009% | |
1/15/2025 | Grant GrossMendelsohn LLC | 11,130 | $582K | 0.3% | N/A | 0.012% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 9,669 | $505K | 0.0% | -2.2% | 0.010% | |
1/15/2025 | Total Wealth Planning LLC | 85,045 | $4.45M | 0.7% | -3.6% | 0.090% | |
1/14/2025 | Park Avenue Securities LLC | 6,600 | $345K | 0.0% | +8.5% | 0.007% | |
1/13/2025 | Kwmg LLC | 82,856 | $4.33M | 0.4% | -0.3% | 0.087% | |
|
1/10/2025 | West Oak Capital LLC | 650 | $34K | 0.0% | +2,500.0% | 0.001% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 8,610 | $469K | 0.0% | -9.9% | 0.009% | |
1/6/2025 | Boltwood Capital Management | 10,095 | $528K | 0.2% | +18.8% | 0.011% | |
12/26/2024 | JPMorgan Chase & Co. | 510,359 | $27.78M | 0.0% | +9.2% | 0.634% | |
12/19/2024 | Principal Financial Group Inc. | 2,183,166 | $118.83M | 0.1% | +546.8% | 2.712% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 4,036 | $220K | 0.0% | N/A | 0.005% | |
11/25/2024 | Sanctuary Advisors LLC | 128,359 | $7.09M | 0.0% | +1.4% | 0.159% | |
11/15/2024 | MML Investors Services LLC | 10,403 | $566K | 0.0% | -27.1% | 0.013% | |
11/15/2024 | National Bank of Canada FI | 4,472 | $243K | 0.0% | -90.0% | 0.006% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 143,325 | $7.80M | 0.0% | -13.4% | 0.178% | |
11/15/2024 | Stifel Financial Corp | 25,187 | $1.37M | 0.0% | -3.8% | 0.031% | |
11/15/2024 | HighTower Advisors LLC | 193,056 | $10.50M | 0.0% | -1.8% | 0.240% | |
11/15/2024 | Benjamin Edwards Inc. | 4,648 | $253K | 0.0% | N/A | 0.006% | |
11/14/2024 | Captrust Financial Advisors | 1,312,776 | $71.45M | 0.2% | -20.7% | 1.631% | |
11/14/2024 | Rockefeller Capital Management L.P. | 10,949 | $590K | 0.0% | N/A | 0.014% | |
11/13/2024 | Freedom Investment Management Inc. | 11,884 | $647K | 0.1% | +133.9% | 0.015% | |
11/13/2024 | BNP Paribas Financial Markets | 4,177 | $227K | 0.0% | -18.1% | 0.005% | |
11/13/2024 | FMR LLC | 13,815 | $752K | 0.0% | +16.6% | 0.017% | |
11/13/2024 | The Manufacturers Life Insurance Company | 1,875,964 | $102.11M | 0.1% | +2.2% | 2.330% | |
11/13/2024 | Bank of Montreal Can | 136,168 | $7.43M | 0.0% | +33.0% | 0.169% | |
11/13/2024 | Hancock Whitney Corp | 175,404 | $9.55M | 0.3% | -3.1% | 0.218% | |
11/12/2024 | Nicolet Advisory Services LLC | 80,224 | $4.37M | 0.4% | -3.6% | 0.100% | |
11/12/2024 | Banco Santander S.A. | 128,408 | $6.99M | 0.1% | -2.1% | 0.160% | |
11/8/2024 | Moors & Cabot Inc. | 4,818 | $262K | 0.0% | +5.5% | 0.006% | |
11/8/2024 | PNC Financial Services Group Inc. | 1,041,580 | $56.69M | 0.0% | -3.2% | 1.294% | |
11/7/2024 | Pathstone Holdings LLC | 175,723 | $9.57M | 0.0% | +4.2% | 0.218% | |
11/7/2024 | Joseph Group Capital Management | 5,487 | $299K | 0.1% | -6.6% | 0.007% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 11,948 | $650K | 0.0% | -1.6% | 0.015% | |
11/4/2024 | Beam Wealth Advisors Inc. | 37,217 | $2.03M | 0.6% | +6.8% | 0.046% | |
11/1/2024 | Atria Investments Inc | 4,887 | $266K | 0.0% | +5.9% | 0.006% | |
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11/1/2024 | Verdence Capital Advisors LLC | 5,097 | $277K | 0.0% | +4.9% | 0.006% | |
10/31/2024 | Droms Strauss Advisors Inc. MO ADV | 51,722 | $2.82M | 1.0% | -8.1% | 0.064% | |
10/31/2024 | Principal Financial Group Inc. | 2,183,166 | $118.83M | 0.1% | +546.8% | 2.699% | |
10/31/2024 | Wealth Architects LLC | 41,114 | $2.24M | 0.3% | -2.0% | 0.051% | |
10/30/2024 | Marks Group Wealth Management Inc | 15,505 | $844K | 0.1% | -2.5% | 0.019% | |
10/30/2024 | Auour Investments LLC | 8,396 | $452K | 0.2% | -29.4% | 0.010% | |
10/30/2024 | FSM Wealth Advisors LLC | 142,464 | $7.75M | 2.1% | +14.1% | 0.176% | |
10/29/2024 | GFS Advisors LLC | 4,200 | $229K | 0.0% | -99.7% | 0.005% | |
10/29/2024 | Janney Montgomery Scott LLC | 170,861 | $9.30M | 0.0% | -9.1% | 0.211% | |
10/29/2024 | Sage Financial Group Inc. | 82,345 | $4.48M | 0.4% | +5.3% | 0.102% | |
10/28/2024 | Principal Securities Inc. | 137,014 | $7.46M | 0.2% | -1.8% | 0.169% | |
10/28/2024 | US Bancorp DE | 1,696,610 | $92.35M | 0.1% | +89.2% | 2.108% | |
10/25/2024 | Financial Advocates Investment Management | 5,002 | $272K | 0.0% | -10.0% | 0.006% | |
10/25/2024 | Fiducient Advisors LLC | 7,594 | $413K | 0.0% | N/A | 0.009% | |
10/25/2024 | Worth Financial Advisory Group LLC | 6,217 | $338K | 0.2% | +26.8% | 0.008% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 47,793 | $2.60M | 0.0% | -6.3% | 0.060% | |
10/23/2024 | Ballentine Partners LLC | 302,340 | $16.46M | 0.3% | -0.2% | 0.378% | |
10/22/2024 | International Assets Investment Management LLC | 44,796 | $2.44M | 0.0% | N/A | 0.056% | |
10/22/2024 | Heartland Bank & Trust Co | 290,292 | $15.80M | 8.5% | +0.3% | 0.363% | |
10/22/2024 | Greenleaf Trust | 9,744 | $530K | 0.0% | +2.9% | 0.012% | |
10/22/2024 | Private Advisor Group LLC | 6,034 | $328K | 0.0% | -15.3% | 0.008% | |
10/22/2024 | Waldron Private Wealth LLC | 550,324 | $29.95M | 1.2% | -0.2% | 0.688% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 1,200 | $65K | 0.0% | -36.8% | 0.002% | |
10/21/2024 | Northwest Investment Counselors LLC | 483 | $26K | 0.0% | N/A | 0.001% | |
10/15/2024 | HTLF Bank | 121,157 | $6.60M | 0.7% | -16.8% | 0.155% | |
10/11/2024 | CX Institutional | 66,677 | $3.63M | 0.2% | +1.8% | 0.085% | |
10/10/2024 | Exchange Traded Concepts LLC | 830 | $45K | 0.0% | N/A | 0.001% | |
10/10/2024 | Total Wealth Planning LLC | 88,201 | $4.80M | 0.7% | -4.1% | 0.113% | |
10/9/2024 | Money Design Co. Ltd. | 497,630 | $27.09M | 1.3% | +1.7% | 0.636% | |
10/8/2024 | First PREMIER Bank | 1,400 | $76K | 0.0% | N/A | 0.002% | |
10/8/2024 | Hoxton Planning & Management LLC | 6,352 | $346K | 0.1% | +4.6% | 0.008% | |
10/8/2024 | Country Trust Bank | 348,160 | $18.95M | 0.5% | -0.1% | 0.450% | |
10/7/2024 | Kwmg LLC | 83,140 | $4.53M | 0.5% | +1.2% | 0.108% | |
10/5/2024 | Quent Capital LLC | 638 | $35K | 0.0% | +60.7% | 0.001% | |
10/2/2024 | Boltwood Capital Management | 8,495 | $462K | 0.1% | +38.2% | 0.012% | |
9/5/2024 | Sanctuary Advisors LLC | 126,610 | $6.02M | 0.0% | N/A | 0.172% | |
8/22/2024 | Cetera Investment Advisers | 82,743 | $3.97M | 0.0% | +3.5% | 0.112% | |
8/16/2024 | Newport Capital Group LLC | 8,462 | $406K | 0.3% | N/A | 0.011% | |
8/16/2024 | Sunbelt Securities Inc. | 4,990 | $239K | 0.0% | N/A | 0.007% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 33,048 | $1.58M | 0.0% | -9.3% | 0.045% | |
8/16/2024 | Northeast Financial Consultants Inc | 12,345 | $592K | 0.0% | +79.4% | 0.017% | |
8/16/2024 | Forefront Analytics LLC | 109,701 | $5.26M | 2.5% | +3.8% | 0.149% | |
8/15/2024 | Mackenzie Financial Corp | 191,771 | $9.19M | 0.0% | +7.3% | 0.260% | |
8/15/2024 | The Manufacturers Life Insurance Company | 1,835,546 | $88.16M | 0.1% | +2.8% | 2.491% | |
8/14/2024 | Bank of Montreal Can | 102,370 | $4.97M | 0.0% | +55.0% | 0.139% | |
8/14/2024 | 1832 Asset Management L.P. | 2,383,314 | $114.21M | 0.1% | -5.6% | 3.234% | |
8/13/2024 | Kowal Investment Group LLC | 35,965 | $1.72M | 0.3% | -32.4% | 0.049% | |
8/13/2024 | Hancock Whitney Corp | 181,059 | $8.68M | 0.3% | -2.3% | 0.246% | |
8/13/2024 | Joseph Group Capital Management | 5,876 | $282K | 0.1% | -5.1% | 0.008% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 4,843 | $232K | 0.0% | -4.1% | 0.007% | |
Last time you’ll see this priced at $1.00 (Ad) When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds for a dollar anymore! Click here to review Tim’s special offer before it’s too late. |
8/12/2024 | Brighton Jones LLC | 14,418 | $691K | 0.0% | +1.7% | 0.020% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 82,994 | $3.98M | 0.0% | +933.5% | 0.113% | |
8/9/2024 | Renaissance Technologies LLC | 55,000 | $2.64M | 0.0% | +47.5% | 0.075% | |
8/8/2024 | Hoge Financial Services LLC | 66,562 | $3.19M | 2.6% | +3.9% | 0.090% | |
8/8/2024 | Envestnet Asset Management Inc. | 564,965 | $27.07M | 0.0% | +6.9% | 0.767% | |
8/8/2024 | Wealthspire Advisors LLC | 441,971 | $21.18M | 0.3% | +0.3% | 0.600% | |
8/7/2024 | MGO One Seven LLC | 17,863 | $856K | 0.0% | +8.8% | 0.024% | |
8/7/2024 | Beam Wealth Advisors Inc. | 34,834 | $1.67M | 0.5% | +5.1% | 0.047% | |
8/7/2024 | Dorsey & Whitney Trust CO LLC | 4,500 | $216K | 0.0% | N/A | 0.006% | |
8/7/2024 | Fox Hill Wealth Management | 16,723 | $801K | 0.5% | -3.0% | 0.023% | |