11/4/2024 | Sigma Planning Corp | 3,746 | $270K | 0.0% | -7.7% | 0.023% | |
10/31/2024 | Valley Brook Capital Group Inc. | 5,427 | $392K | 0.3% | +5.7% | 0.034% | |
10/30/2024 | Centennial Wealth Advisory LLC | 5,085 | $367K | 0.1% | +5.3% | 0.032% | |
10/30/2024 | Armor Investment Advisors LLC | 25,271 | $1.82M | 0.8% | +1.7% | 0.157% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 633 | $46K | 0.0% | -62.9% | 0.004% | |
10/28/2024 | Penobscot Wealth Management | 14,641 | $1.06M | 0.6% | +11.1% | 0.091% | |
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10/28/2024 | Stephens Inc. AR | 10,381 | $749K | 0.0% | -2.6% | 0.065% | |
10/25/2024 | Diversify Advisory Services LLC | 3,514 | $256K | 0.0% | N/A | 0.022% | |
10/25/2024 | Integrated Advisors Network LLC | 9,671 | $698K | 0.0% | -5.3% | 0.060% | |
10/25/2024 | Trail Ridge Investment Advisors LLC | 23,157 | $1.68M | 0.8% | +2.5% | 0.144% | |
10/25/2024 | Traynor Capital Management Inc. | 65,018 | $4.69M | 0.3% | +4.5% | 0.405% | |
10/24/2024 | J.W. Cole Advisors Inc. | 4,803 | $347K | 0.0% | +16.4% | 0.030% | |
10/24/2024 | Smith Salley Wealth Management | 31,728 | $2.29M | 0.1% | +3.3% | 0.198% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,727 | $269K | 0.0% | -11.1% | 0.023% | |
10/24/2024 | Arkadios Wealth Advisors | 2,869 | $207K | 0.0% | N/A | 0.018% | |
10/23/2024 | Schmidt P J Investment Management Inc. | 5,870 | $424K | 0.1% | N/A | 0.037% | |
10/23/2024 | Yoder Wealth Management Inc. | 57,581 | $4.16M | 2.5% | +5.5% | 0.359% | |
10/22/2024 | International Assets Investment Management LLC | 53,533 | $38.63M | 0.0% | +7,114.7% | 0.334% | |
10/22/2024 | Elevated Capital Advisors LLC | 12,386 | $894K | 0.2% | N/A | 0.077% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 13,306 | $960K | 0.2% | +18.1% | 0.083% | |
10/16/2024 | Lynch & Associates IN | 24,549 | $1.77M | 0.4% | +5.0% | 0.153% | |
10/15/2024 | Trust Co. of Oklahoma | 14,984 | $1.08M | 0.4% | -1.5% | 0.093% | |
10/9/2024 | Beaumont Financial Advisors LLC | 20,272 | $1.46M | 0.1% | +9.8% | 0.126% | |
10/9/2024 | Selective Wealth Management Inc. | 2,876 | $207K | 0.1% | N/A | 0.018% | |
10/8/2024 | Brookstone Capital Management | 4,404 | $318K | 0.0% | +8.7% | 0.027% | |
10/2/2024 | American National Bank & Trust | 2,212 | $160K | 0.0% | +37.1% | 0.014% | |
9/23/2024 | Centaurus Financial Inc. | 6,380 | $417K | 0.0% | -7.6% | 0.040% | |
8/22/2024 | Cetera Investment Advisers | 15,807 | $1.03M | 0.0% | +16.7% | 0.098% | |
8/21/2024 | Truist Financial Corp | 19,788 | $1.29M | 0.0% | -3.6% | 0.123% | |
8/16/2024 | Sunbelt Securities Inc. | 14,488 | $947K | 0.1% | +3.4% | 0.090% | |
8/16/2024 | NewEdge Advisors LLC | 80,076 | $5.24M | 0.0% | -3.3% | 0.499% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 624,341 | $40.81M | 0.0% | +1.5% | 3.890% | |
8/16/2024 | Full Sail Capital LLC | 155,251 | $10.15M | 0.7% | -1.3% | 0.967% | |
8/15/2024 | Prairie Wealth Advisors Inc. | 6,727 | $440K | 0.2% | +4.5% | 0.042% | |
8/13/2024 | AE Wealth Management LLC | 695,974 | $45.50M | 0.5% | +14.9% | 4.336% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 7,607 | $497K | 0.0% | -17.5% | 0.047% | |
8/8/2024 | Envestnet Asset Management Inc. | 75,016 | $4.90M | 0.0% | +2.1% | 0.467% | |
8/8/2024 | Stonebridge Financial Planning Group LLC | 15,733 | $1.03M | 0.5% | +1.4% | 0.098% | |
8/7/2024 | AGF Management Ltd. | 174,149 | $11.38M | 0.1% | +18.4% | 1.085% | |
8/7/2024 | MGO One Seven LLC | 21,716 | $1.42M | 0.1% | -19.4% | 0.135% | |
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7/31/2024 | Essex Financial Services Inc. | 11,953 | $781K | 0.0% | +6.4% | 0.074% | |
7/31/2024 | Commonwealth Equity Services LLC | 301,655 | $19.72M | 0.0% | +17.5% | 1.879% | |
7/30/2024 | International Assets Investment Management LLC | 742 | $48K | 0.0% | N/A | 0.005% | |
7/30/2024 | Atlas Capital Advisors LLC | 43,168 | $2.82M | 0.4% | -12.6% | 0.269% | |
7/30/2024 | Penobscot Wealth Management | 13,178 | $855K | 0.5% | +16.5% | 0.082% | |
7/29/2024 | Ameritas Advisory Services LLC | 7,513 | $491K | 0.0% | N/A | 0.047% | |
7/27/2024 | Valley Brook Capital Group Inc. | 5,136 | $336K | 0.3% | +3.5% | 0.032% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 21,715 | $1.42M | 0.0% | +4.6% | 0.135% | |
7/24/2024 | Traynor Capital Management Inc. | 62,226 | $4.07M | 0.3% | -2.3% | 0.388% | |
7/24/2024 | Secure Asset Management LLC | 4,277 | $280K | 0.1% | N/A | 0.027% | |
7/23/2024 | Trust Co. of Oklahoma | 15,211 | $994K | 0.3% | -6.5% | 0.095% | |
7/23/2024 | American National Bank | 1,614 | $106K | 0.0% | +38.5% | 0.010% | |
7/23/2024 | Exchange Capital Management Inc. | 32,178 | $2.10M | 0.3% | -1.7% | 0.200% | |
7/23/2024 | Vicus Capital | 220,168 | $14.39M | 1.3% | N/A | 1.372% | |
7/22/2024 | Centennial Wealth Advisory LLC | 4,827 | $316K | 0.1% | +9.3% | 0.030% | |
7/18/2024 | Gradient Investments LLC | 1,791 | $117K | 0.0% | N/A | 0.011% | |
7/18/2024 | Brookstone Capital Management | 4,052 | $277K | 0.0% | -13.3% | 0.025% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 4,192 | $274K | 0.0% | N/A | 0.026% | |
7/15/2024 | Fifth Third Securities Inc. | 31,039 | $2.03M | 0.2% | +26.3% | 0.193% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 30,244 | $1.98M | 0.1% | -3.5% | 0.188% | |
7/9/2024 | Mather Group LLC. | 627 | $43K | 0.0% | N/A | 0.004% | |
7/5/2024 | HBW Advisory Services LLC | 24,355 | $1.59M | 0.3% | N/A | 0.152% | |
5/29/2024 | Pathway Financial Advisers LLC | 3,539 | $240K | 0.1% | N/A | 0.022% | |
5/17/2024 | Comerica Bank | 2,288 | $155K | 0.0% | +14.0% | 0.014% | |
5/15/2024 | SVB Wealth LLC | 8,587 | $582K | 0.0% | -18.0% | 0.054% | |
5/11/2024 | Beaumont Financial Advisors LLC | 18,447 | $1.25M | 0.1% | -17.4% | 0.115% | |
5/9/2024 | Orion Portfolio Solutions LLC | 25,397 | $1.72M | 0.0% | -42.4% | 0.158% | |
5/8/2024 | Advisors Preferred LLC | 3,098 | $208K | 0.0% | +70.8% | 0.019% | |
5/7/2024 | Montag A & Associates Inc. | 11,030 | $748K | 0.0% | +44.4% | 0.069% | |
5/6/2024 | Advisory Services Network LLC | 75,568 | $5.12M | 0.1% | -0.6% | 0.480% | |
5/3/2024 | Smith Salley Wealth Management | 30,767 | $2.09M | 0.2% | +19.0% | 0.195% | |
5/2/2024 | Valley Brook Capital Group Inc. | 4,961 | $336K | 0.3% | +5.1% | 0.031% | |
4/29/2024 | Commonwealth Equity Services LLC | 256,828 | $17.42M | 0.0% | +1.3% | 1.631% | |
4/25/2024 | Armor Investment Advisors LLC | 22,894 | $1.55M | 0.7% | +5.4% | 0.145% | |
4/24/2024 | Essex Financial Services Inc. | 11,233 | $762K | 0.1% | +48.6% | 0.071% | |
4/23/2024 | Global Retirement Partners LLC | 603 | $41K | 0.0% | -36.1% | 0.004% | |
4/22/2024 | Centennial Wealth Advisory LLC | 4,418 | $300K | 0.1% | +16.8% | 0.028% | |
4/19/2024 | Trust Co. of Oklahoma | 16,273 | $1.10M | 0.4% | +14.3% | 0.120% | |
4/19/2024 | Yoder Wealth Management Inc. | 54,042 | $3.67M | 2.4% | -7.6% | 0.397% | |
4/18/2024 | Exchange Capital Management Inc. | 32,718 | $2.22M | 0.4% | -1.9% | 0.241% | |
4/18/2024 | Fifth Third Securities Inc. | 24,577 | $1.67M | 0.2% | +5.1% | 0.181% | |
4/16/2024 | LongView Wealth Management | 3,051 | $207K | 0.1% | N/A | 0.022% | |
4/15/2024 | Brookstone Capital Management | 4,674 | $317K | 0.0% | -7.7% | 0.034% | |
4/15/2024 | Atlas Capital Advisors LLC | 49,392 | $3.35M | 0.5% | +17.4% | 0.363% | |
4/12/2024 | Traynor Capital Management Inc. | 63,707 | $4.32M | 0.4% | +2.7% | 0.468% | |
4/10/2024 | American National Bank | 1,165 | $79K | 0.0% | +62.9% | 0.009% | |
4/10/2024 | Signal Advisors Wealth LLC | 3,740 | $254K | 0.1% | N/A | 0.028% | |
4/9/2024 | Lynch & Associates IN | 23,461 | $1.59M | 0.4% | -7.9% | 0.173% | |
2/28/2024 | EP Wealth Advisors LLC | 1,671 | $102K | 0.0% | N/A | 0.012% | |
2/26/2024 | Integrated Advisors Network LLC | 7,318 | $448K | 0.0% | +7.1% | 0.054% | |
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2/16/2024 | Trail Ridge Investment Advisors LLC | 23,710 | $1.45M | 0.9% | -4.7% | 0.174% | |
2/14/2024 | MGO One Seven LLC | 29,063 | $1.78M | 0.1% | N/A | 0.214% | |
2/14/2024 | Connectus Wealth LLC | 40,492 | $2.48M | 0.0% | -72.5% | 0.298% | |
2/14/2024 | Personal CFO Solutions LLC | 84,783 | $5.19M | 0.9% | -10.6% | 0.623% | |
2/12/2024 | Stifel Financial Corp | 95,781 | $5.87M | 0.0% | +0.3% | 0.704% | |
2/12/2024 | Parallel Advisors LLC | 1,802 | $110K | 0.0% | -45.4% | 0.013% | |
2/9/2024 | Advisory Services Network LLC | 76,010 | $4.65M | 0.1% | +8.9% | 0.559% | |
2/9/2024 | Orion Portfolio Solutions LLC | 44,096 | $2.65M | 0.0% | -35.5% | 0.324% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 31,059 | $1.90M | 0.0% | +12.0% | 0.228% | |
2/8/2024 | American National Bank | 715 | $44K | 0.0% | +376.7% | 0.005% | |