11/15/2024 | Glass Jacobson Investment Advisors llc | 351 | $36K | 0.0% | N/A | 0.005% | |
11/15/2024 | MML Investors Services LLC | 4,591 | $470K | 0.0% | -10.2% | 0.068% | |
11/15/2024 | EP Wealth Advisors LLC | 1,495 | $153K | 0.0% | N/A | 0.022% | |
11/15/2024 | Jane Street Group LLC | 4,230 | $433K | 0.0% | +83.6% | 0.063% | |
11/15/2024 | Beck Capital Management LLC | 58,066 | $5.94M | 1.6% | +4.7% | 0.863% | |
11/14/2024 | National Wealth Management Group LLC | 11,098 | $1.14M | 0.8% | -50.7% | 0.165% | |
|
11/13/2024 | FMR LLC | 1,536 | $157K | 0.0% | +25.7% | 0.023% | |
11/13/2024 | D.A. Davidson & CO. | 3,051 | $312K | 0.0% | -10.3% | 0.045% | |
11/12/2024 | Cahill Financial Advisors Inc. | 5,167 | $529K | 0.1% | +55.4% | 0.077% | |
11/12/2024 | Kingsview Wealth Management LLC | 2,359 | $241K | 0.0% | N/A | 0.035% | |
11/7/2024 | Thrivent Financial for Lutherans | 155,052 | $15.87M | 0.0% | -8.7% | 2.304% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 13,915 | $1.42M | 0.0% | +15.8% | 0.207% | |
11/6/2024 | Kovack Advisors Inc. | 13,663 | $1.40M | 0.1% | N/A | 0.203% | |
11/5/2024 | First National Trust Co | 57,570 | $5.89M | 0.2% | -2.7% | 0.855% | |
11/4/2024 | Bond & Devick Financial Network Inc. | 184,919 | $18.92M | 8.1% | +52.5% | 2.748% | |
11/4/2024 | Sigma Planning Corp | 17,907 | $1.83M | 0.1% | -1.7% | 0.266% | |
11/1/2024 | Able Wealth Management LLC | 54,762 | $5.60M | 4.2% | +14.6% | 0.814% | |
10/31/2024 | Advisor Resource Council | 2,516 | $257K | 0.1% | N/A | 0.037% | |
10/28/2024 | US Bancorp DE | 487 | $50K | 0.0% | N/A | 0.007% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 103,103 | $10.55M | 0.0% | +6.9% | 1.532% | |
10/23/2024 | Fiduciary Planning LLC | 191,781 | $19.62M | 6.7% | -12.7% | 2.850% | |
10/23/2024 | PSI Advisors LLC | 2,885 | $295K | 0.1% | +4.0% | 0.043% | |
10/22/2024 | Private Advisor Group LLC | 4,191 | $429K | 0.0% | N/A | 0.062% | |
10/21/2024 | Foundations Investment Advisors LLC | 8,097 | $828K | 0.0% | -4.7% | 0.120% | |
10/17/2024 | CHB Investment Group LLC | 25,216 | $2.58M | 1.4% | N/A | 0.375% | |
10/16/2024 | PCG Wealth Advisors LLC | 37,143 | $3.80M | 1.5% | +7.1% | 0.552% | |
10/16/2024 | SeaCrest Wealth Management LLC | 2,830 | $290K | 0.0% | +13.4% | 0.042% | |
10/10/2024 | Carnegie Investment Counsel | 8,728 | $893K | 0.0% | +2.7% | 0.130% | |
10/9/2024 | Pinnacle Bancorp Inc. | 625 | $64K | 0.0% | N/A | 0.009% | |
10/9/2024 | Atlas Private Wealth Advisors | 2,456 | $251K | 0.0% | N/A | 0.036% | |
10/9/2024 | Sanders Morris Harris LLC | 2,330 | $238K | 0.0% | -96.2% | 0.035% | |
10/8/2024 | Brookstone Capital Management | 3,172 | $325K | 0.0% | -7.5% | 0.047% | |
10/7/2024 | Prentice Wealth Management LLC | 122,955 | $12.58M | 3.7% | +1.3% | 1.827% | |
10/3/2024 | Park Avenue Securities LLC | 12,822 | $1.31M | 0.0% | +8.7% | 0.191% | |
8/22/2024 | Cetera Investment Advisers | 253,374 | $23.94M | 0.1% | +0.9% | 3.765% | |
8/21/2024 | Truist Financial Corp | 39,750 | $3.76M | 0.0% | +12.4% | 0.591% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 52,792 | $4.99M | 0.0% | +7.5% | 0.784% | |
8/16/2024 | Magnolia Capital Advisors LLC | 22,255 | $2.10M | 0.1% | N/A | 0.331% | |
8/14/2024 | Beck Capital Management LLC | 55,469 | $5.24M | 1.4% | -7.7% | 0.824% | |
8/13/2024 | Thrivent Financial for Lutherans | 169,862 | $16.05M | 0.0% | +5.9% | 2.524% | |
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8/9/2024 | ICA Group Wealth Management LLC | 1,628 | $154K | 0.1% | -95.6% | 0.024% | |
8/8/2024 | Envestnet Asset Management Inc. | 53,751 | $5.08M | 0.0% | +16.0% | 0.799% | |
8/8/2024 | Thoroughbred Financial Services LLC | 3,647 | $344K | 0.0% | +17.0% | 0.054% | |
8/8/2024 | Ullmann Wealth Partners Group LLC | 4,026 | $380K | 0.1% | +35.0% | 0.060% | |
8/8/2024 | LPL Financial LLC | 565,274 | $53.42M | 0.0% | +5.8% | 8.399% | |
8/7/2024 | Fiduciary Planning LLC | 219,706 | $20.76M | 7.4% | -23.9% | 3.265% | |
8/2/2024 | Foundations Investment Advisors LLC | 8,493 | $803K | 0.0% | +22.9% | 0.126% | |
8/2/2024 | First National Trust Co | 59,165 | $5.59M | 0.2% | +18.3% | 0.879% | |
7/31/2024 | Commonwealth Equity Services LLC | 57,611 | $5.44M | 0.0% | +28.4% | 0.856% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 8,451 | $799K | 0.1% | +2.3% | 0.126% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 106,429 | $10.06M | 0.0% | +27.1% | 1.581% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 12,014 | $1.14M | 0.0% | N/A | 0.179% | |
7/25/2024 | First Heartland Consultants Inc. | 4,805 | $454K | 0.0% | +2.2% | 0.071% | |
7/23/2024 | PSI Advisors LLC | 2,775 | $262K | 0.1% | +5.6% | 0.041% | |
7/22/2024 | SeaCrest Wealth Management LLC | 2,496 | $236K | 0.0% | N/A | 0.037% | |
7/19/2024 | Raymond James & Associates | 15,684 | $1.48M | 0.0% | +5.9% | 0.233% | |
7/18/2024 | Brookstone Capital Management | 3,429 | $337K | 0.0% | -4.2% | 0.051% | |
7/17/2024 | SteelPeak Wealth LLC | 3,507 | $331K | 0.0% | -10.5% | 0.052% | |
7/16/2024 | Steele Capital Management Inc. | 17,669 | $1.67M | 0.1% | -1.8% | 0.263% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 96,430 | $9.11M | 0.0% | +1.1% | 1.433% | |
7/16/2024 | PCG Wealth Advisors LLC | 34,692 | $3.28M | 1.4% | +7.7% | 0.515% | |
7/15/2024 | Fifth Third Securities Inc. | 28,745 | $2.72M | 0.3% | +84.8% | 0.427% | |
7/12/2024 | Bond & Devick Financial Network Inc. | 121,265 | $11.46M | 6.1% | +17.3% | 1.802% | |
7/12/2024 | Sanders Morris Harris LLC | 61,004 | $5.77M | 0.9% | +2,610.1% | 0.906% | |
7/11/2024 | Prentice Wealth Management LLC | 121,421 | $11.47M | 3.7% | +2.8% | 1.804% | |
7/10/2024 | CWM LLC | 4,507 | $426K | 0.0% | -68.0% | 0.067% | |
7/9/2024 | Park Avenue Securities LLC | 11,797 | $1.12M | 0.0% | +38.6% | 0.175% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 17,114 | $1.62M | 0.1% | +61.7% | 0.254% | |
5/24/2024 | Cetera Advisor Networks LLC | 231,033 | $21.92M | 0.1% | +18.0% | 3.433% | |
5/24/2024 | Cetera Advisors LLC | 17,895 | $1.70M | 0.0% | N/A | 0.266% | |
5/24/2024 | Cetera Investment Advisers | 251,149 | $23.83M | 0.1% | +1,773.7% | 3.732% | |
5/17/2024 | National Wealth Management Group LLC | 23,133 | $2.20M | 1.7% | -6.9% | 0.344% | |
5/17/2024 | Comerica Bank | 4,318 | $410K | 0.0% | +34.2% | 0.064% | |
5/15/2024 | CoreFirst Bank & Trust | 13,787 | $1.31M | 0.8% | +1.6% | 0.205% | |
5/15/2024 | Beck Capital Management LLC | 60,128 | $5.71M | 1.6% | +1,231.4% | 0.893% | |
5/8/2024 | Sheets Smith Wealth Management | 13,861 | $1.32M | 0.1% | N/A | 0.206% | |
5/8/2024 | Avantax Advisory Services Inc. | 76,395 | $7.25M | 0.1% | +2,118.2% | 1.135% | |
5/8/2024 | Thoroughbred Financial Services LLC | 3,117 | $295K | 0.0% | -23.6% | 0.046% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 540 | $51K | 0.0% | +62.2% | 0.008% | |
4/29/2024 | Commonwealth Equity Services LLC | 44,866 | $4.26M | 0.0% | +78.9% | 0.667% | |
4/29/2024 | Fiduciary Planning LLC | 288,855 | $27.41M | 10.4% | +2.5% | 4.292% | |
4/26/2024 | First National Trust Co | 49,999 | $4.74M | 0.2% | +59.9% | 0.743% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 103,341 | $9.81M | 5.3% | +17.3% | 1.536% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 83,760 | $7.95M | 0.0% | +856.8% | 1.245% | |
4/24/2024 | PSI Advisors LLC | 2,628 | $249K | 0.1% | +7.9% | 0.039% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 8,262 | $784K | 0.1% | +28.9% | 0.123% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 76,475 | $7.26M | 0.0% | +2.7% | 1.136% | |
4/19/2024 | Advisor Resource Council | 2,516 | $220K | 0.1% | N/A | 0.071% | |
4/19/2024 | PCG Wealth Advisors LLC | 32,199 | $3.06M | 1.5% | +19.4% | 0.912% | |
4/18/2024 | Steele Capital Management Inc. | 17,991 | $1.71M | 0.1% | -7.9% | 0.510% | |
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4/18/2024 | Fifth Third Securities Inc. | 15,554 | $1.48M | 0.1% | N/A | 0.441% | |
4/18/2024 | SteelPeak Wealth LLC | 3,920 | $372K | 0.0% | -23.9% | 0.111% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 95,366 | $9.05M | 0.0% | +4.3% | 2.702% | |
4/15/2024 | Brookstone Capital Management | 3,580 | $340K | 0.0% | -46.0% | 0.101% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 10,586 | $1.01M | 0.1% | +8.0% | 0.300% | |
4/15/2024 | Prentice Wealth Management LLC | 118,146 | $11.21M | 3.9% | +4.8% | 3.347% | |
4/11/2024 | Sanders Morris Harris LLC | 2,251 | $214K | 0.0% | -95.2% | 0.064% | |
4/11/2024 | Private Capital Management LLC | 8,948 | $783K | 0.2% | +3.6% | 0.253% | |
4/10/2024 | Park Avenue Securities LLC | 8,512 | $808K | 0.0% | N/A | 0.241% | |
3/18/2024 | CoreFirst Bank & Trust | 13,574 | $1.19M | 0.8% | +143.5% | 0.385% | |