2/17/2025 | Waverly Advisors LLC | 4,322 | $460K | 0.0% | -15.5% | 0.114% | |
2/17/2025 | Focus Partners Wealth | 7,832 | $834K | 0.0% | +313.3% | 0.207% | |
2/17/2025 | Cetera Investment Advisers | 7,620 | $812K | 0.0% | -7.2% | 0.202% | |
2/17/2025 | Cahill Financial Advisors Inc. | 3,785 | $403K | 0.1% | -4.3% | 0.100% | |
2/17/2025 | Captrust Financial Advisors | 13,257 | $1.41M | 0.0% | -2.4% | 0.351% | |
2/17/2025 | Bank of America Corp DE | 787 | $84K | 0.0% | +66.7% | 0.021% | |
2/14/2025 | Stifel Financial Corp | 2,533 | $270K | 0.0% | +12.9% | 0.067% | |
2/14/2025 | Tower Research Capital LLC TRC | 7,017 | $747K | 0.0% | +72.0% | 0.186% | |
2/14/2025 | Curi RMB Capital LLC | 15,630 | $1.67M | 0.0% | -8.8% | 0.413% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 88,410 | $9.42M | 0.7% | +0.6% | 2.339% | |
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2/13/2025 | Raymond James Financial Inc. | 22,001 | $2.34M | 0.0% | N/A | 0.582% | |
2/13/2025 | Cerity Partners LLC | 7,828 | $834K | 0.0% | -5.6% | 0.207% | |
2/13/2025 | Wells Fargo & Company MN | 8,821 | $940K | 0.0% | -2.8% | 0.233% | |
2/12/2025 | Biondo Investment Advisors LLC | 12,908 | $1.38M | 0.2% | -1.3% | 0.341% | |
2/12/2025 | JPMorgan Chase & Co. | 490 | $52K | 0.0% | -99.5% | 0.013% | |
2/11/2025 | LPL Financial LLC | 38,703 | $4.12M | 0.0% | -8.8% | 1.024% | |
2/7/2025 | Novus Advisors LLC | 3,725 | $397K | 0.4% | N/A | 0.099% | |
2/6/2025 | Raymond James Financial Inc. | 22,001 | $2.34M | 0.0% | N/A | 0.582% | |
2/5/2025 | Altrius Capital Management Inc | 3,888 | $414K | 0.1% | -6.0% | 0.103% | |
2/3/2025 | WealthBridge Capital Management LLC | 21,650 | $2.31M | 0.6% | -0.5% | 0.573% | |
1/30/2025 | Allworth Financial LP | 342 | $38K | 0.0% | -45.6% | 0.009% | |
1/30/2025 | Salomon & Ludwin LLC | 26,333 | $2.81M | 0.3% | -3.6% | 0.697% | |
1/28/2025 | Mezzasalma Advisors LLC | 2,323 | $247K | 0.1% | N/A | 0.061% | |
1/24/2025 | Nadler Financial Group Inc. | 5,130 | $546K | 0.1% | -10.5% | 0.136% | |
1/24/2025 | Spire Wealth Management | 4,179 | $445K | 0.0% | -16.1% | 0.111% | |
1/23/2025 | McKinley Carter Wealth Services Inc. | 2,688 | $286K | 0.0% | -26.0% | 0.071% | |
1/22/2025 | Perigon Wealth Management LLC | 5,943 | $648K | 0.0% | +43.0% | 0.157% | |
1/17/2025 | Janney Montgomery Scott LLC | 11,664 | $1.24M | 0.0% | +3.6% | 0.309% | |
1/17/2025 | Westside Investment Management Inc. | 15,163 | $1.62M | 0.3% | -5.8% | 0.401% | |
1/17/2025 | Perfromance Wealth Partners LLC | 3,929 | $419K | 0.0% | -3.1% | 0.104% | |
1/14/2025 | Founders Grove Wealth Partners LLC | 25,114 | $2.68M | 0.8% | N/A | 0.664% | |
1/13/2025 | Noble Family Wealth LLC | 81,697 | $8.70M | 2.4% | -2.2% | 2.161% | |
1/10/2025 | Lowe Wealth Advisors LLC | 641 | $68K | 0.0% | -25.7% | 0.017% | |
1/10/2025 | ORG Partners LLC | 550 | $59K | 0.0% | N/A | 0.015% | |
12/26/2024 | JPMorgan Chase & Co. | 4,489 | $500K | 0.0% | +11.9% | 0.119% | |
11/15/2024 | Stifel Financial Corp | 2,244 | $250K | 0.0% | -21.3% | 0.059% | |
11/15/2024 | Cladis Investment Advisory LLC | 2,000 | $223K | 0.2% | N/A | 0.053% | |
11/15/2024 | Arrowroot Family Office LLC | 1,805 | $201K | 0.1% | N/A | 0.048% | |
11/12/2024 | Cerity Partners LLC | 8,293 | $923K | 0.0% | -1.8% | 0.219% | |
11/8/2024 | Prospera Financial Services Inc | 15,369 | $1.71M | 0.0% | +3.2% | 0.407% | |
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11/7/2024 | MAI Capital Management | 17,534 | $1.95M | 0.0% | -3.1% | 0.464% | |
11/6/2024 | Altrius Capital Management Inc | 4,135 | $460K | 0.1% | -3.5% | 0.109% | |
11/6/2024 | Mengis Capital Management Inc. | 1,970 | $219K | 0.0% | -14.3% | 0.052% | |
11/5/2024 | Apollon Wealth Management LLC | 15,235 | $1.70M | 0.0% | -1.6% | 0.403% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 87,904 | $9.78M | 0.7% | +0.5% | 2.326% | |
11/4/2024 | Noble Family Wealth LLC | 83,508 | $9.29M | 2.5% | -0.1% | 2.209% | |
10/24/2024 | Salomon & Ludwin LLC | 27,305 | $3.04M | 0.3% | -10.8% | 0.722% | |
10/24/2024 | Bristlecone Advisors LLC | 529 | $59K | 0.0% | N/A | 0.014% | |
10/23/2024 | Brighton Jones LLC | 1,842 | $205K | 0.0% | N/A | 0.049% | |
10/17/2024 | Well Done LLC | 14,474 | $1.61M | 0.3% | +0.7% | 0.383% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 3,630 | $404K | 0.0% | -14.9% | 0.096% | |
10/11/2024 | Wesbanco Bank Inc. | 1,969 | $219K | 0.0% | N/A | 0.052% | |
10/10/2024 | Webster Bank N. A. | 3,950 | $440K | 0.0% | -11.4% | 0.104% | |
10/10/2024 | Perfromance Wealth Partners LLC | 4,055 | $451K | 0.0% | +19.3% | 0.107% | |
10/7/2024 | WealthBridge Capital Management LLC | 21,763 | $2.42M | 0.7% | +1.4% | 0.576% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 20,817 | $2.08M | 0.0% | -0.6% | 0.551% | |
8/8/2024 | Envestnet Asset Management Inc. | 24,972 | $2.49M | 0.0% | -0.5% | 0.661% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 905 | $90K | 0.0% | N/A | 0.024% | |
8/7/2024 | Cahill Financial Advisors Inc. | 3,957 | $395K | 0.1% | -39.5% | 0.105% | |
7/31/2024 | Spire Wealth Management | 2,643 | $264K | 0.0% | -36.7% | 0.070% | |
7/31/2024 | Commonwealth Equity Services LLC | 41,230 | $4.12M | 0.0% | -4.4% | 1.091% | |
7/30/2024 | Jaffetilchin Investment Partners LLC | 87,444 | $8.73M | 0.7% | +0.6% | 2.313% | |
7/26/2024 | Salomon & Ludwin LLC | 30,595 | $3.03M | 0.3% | -45.1% | 0.809% | |
7/24/2024 | White Pine Investment CO | 2,864 | $286K | 0.1% | -85.9% | 0.076% | |
7/23/2024 | 1620 Investment Advisors Inc. | 475 | $47K | 0.0% | N/A | 0.013% | |
7/19/2024 | Well Done LLC | 14,373 | $1.43M | 0.3% | -8.2% | 0.380% | |
7/17/2024 | Westside Investment Management Inc. | 16,024 | $1.60M | 0.4% | -8.1% | 0.424% | |
7/16/2024 | Noble Family Wealth LLC | 83,631 | $8.35M | 2.4% | -0.6% | 2.212% | |
7/9/2024 | Lowe Wealth Advisors LLC | 863 | $86K | 0.0% | -20.3% | 0.023% | |
5/24/2024 | Cetera Advisors LLC | 3,654 | $372K | 0.0% | N/A | 0.097% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 86,942 | $8.85M | 0.8% | +0.5% | 2.300% | |
5/14/2024 | Sax Wealth Advisors LLC | 2,057 | $209K | 0.0% | N/A | 0.054% | |
5/2/2024 | Salomon & Ludwin LLC | 55,766 | $5.68M | 0.5% | -12.3% | 1.475% | |
4/30/2024 | WealthBridge Capital Management LLC | 21,531 | $2.19M | 0.7% | +4.0% | 0.582% | |
4/29/2024 | Commonwealth Equity Services LLC | 43,145 | $4.39M | 0.0% | -6.7% | 1.166% | |
4/27/2024 | White Pine Investment CO | 20,241 | $2.06M | 0.6% | -0.6% | 0.547% | |
4/26/2024 | Augustine Asset Management Inc. | 2,035 | $207K | 0.1% | -7.5% | 0.055% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 4,406 | $448K | 0.0% | -9.3% | 0.119% | |
4/23/2024 | Wesbanco Bank Inc. | 1,969 | $200K | 0.0% | N/A | 0.053% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 12,089 | $1.23M | 0.0% | +27.0% | 0.327% | |
4/19/2024 | Westside Investment Management Inc. | 17,428 | $1.77M | 0.4% | -2.8% | 0.471% | |
4/16/2024 | Noble Family Wealth LLC | 84,105 | $8.56M | 2.4% | -0.4% | 2.273% | |
4/16/2024 | Independence Bank of Kentucky | 775 | $79K | 0.0% | N/A | 0.021% | |
4/16/2024 | Webster Bank N. A. | 4,460 | $454K | 0.1% | -15.8% | 0.121% | |
4/10/2024 | PPS&V Asset Management Consultants Inc. | 4,085 | $416K | 0.3% | -16.6% | 0.098% | |
4/9/2024 | Lowe Wealth Advisors LLC | 1,083 | $110K | 0.1% | -8.5% | 0.026% | |
3/8/2024 | ICA Group Wealth Management LLC | 325 | $31K | 0.0% | N/A | 0.008% | |
2/15/2024 | Guardian Wealth Management Inc. | 804 | $77K | 0.1% | -31.6% | 0.019% | |
2/12/2024 | Robinson Smith Wealth Advisors LLC | 7,970 | $764K | 0.8% | N/A | 0.192% | |
2/12/2024 | RS Crum Inc. | 3,415 | $328K | 0.1% | -23.1% | 0.082% | |
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2/12/2024 | Focus Financial Network Inc. ADV | 8,063 | $773K | 0.0% | N/A | 0.194% | |
2/9/2024 | Congress Wealth Management LLC DE | 27,000 | $2.59M | 0.0% | -3.4% | 0.651% | |
2/8/2024 | Janney Montgomery Scott LLC | 11,257 | $1.08M | 0.0% | -2.2% | 0.271% | |
2/7/2024 | AGF Management Ltd. | 3,795 | $364K | 0.0% | -11.6% | 0.091% | |
2/6/2024 | Apollon Wealth Management LLC | 15,586 | $1.50M | 0.1% | +0.9% | 0.376% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 312 | $30K | 0.0% | -58.7% | 0.008% | |
2/6/2024 | SouthState Corp | 2,124 | $204K | 0.0% | -15.8% | 0.051% | |
2/5/2024 | Altrius Capital Management Inc | 4,551 | $437K | 0.1% | -3.6% | 0.110% | |
2/1/2024 | Element Wealth LLC | 2,542 | $244K | 0.2% | -11.0% | 0.061% | |
1/31/2024 | Institute for Wealth Management LLC. | 8,851 | $849K | 0.1% | -4.1% | 0.213% | |