1/17/2025 | Secure Asset Management LLC | 27,884 | $494K | 0.1% | +5.6% | 0.009% | |
1/17/2025 | Seros Financial LLC | 401,017 | $6.96M | 6.3% | N/A | 0.131% | |
1/17/2025 | Raleigh Capital Management Inc. | 1,681 | $30K | 0.0% | +96.6% | 0.001% | |
1/17/2025 | Independent Wealth Network Inc. | 108,525 | $1.92M | 0.8% | +0.5% | 0.035% | |
1/17/2025 | Hudson Capital Management LLC | 14,097 | $250K | 0.1% | -11.1% | 0.005% | |
1/17/2025 | Janney Montgomery Scott LLC | 1,629,200 | $28.84M | 0.1% | -0.2% | 0.532% | |
1/17/2025 | Magnus Financial Group LLC | 1,482,254 | $26.24M | 2.5% | +4.0% | 0.484% | |
1/17/2025 | Daymark Wealth Partners LLC | 16,865 | $299K | 0.0% | -22.2% | 0.006% | |
1/17/2025 | Advisory Alpha LLC | 657,658 | $11.64M | 0.4% | N/A | 0.215% | |
1/17/2025 | Atomi Financial Group Inc. | 13,121 | $232K | 0.0% | N/A | 0.004% | |
|
1/17/2025 | Transform Wealth LLC | 836,838 | $14.81M | 0.8% | +10.4% | 0.273% | |
1/16/2025 | Ballentine Partners LLC | 11,080 | $196K | 0.0% | N/A | 0.004% | |
1/16/2025 | Tudor Financial Inc. | 23,919 | $423K | 0.2% | +6.3% | 0.008% | |
1/16/2025 | UMB Bank n.a. | 3,395 | $60K | 0.0% | -50.9% | 0.001% | |
1/16/2025 | Diversify Wealth Management LLC | 12,328 | $217K | 0.0% | N/A | 0.004% | |
1/16/2025 | City Holding Co. | 150,402 | $2.66M | 0.4% | -5.7% | 0.049% | |
1/16/2025 | RiverTree Advisors LLC | 51,738 | $916K | 0.6% | N/A | 0.017% | |
1/15/2025 | Choice Wealth Advisors LLC | 23,250 | $412K | 0.2% | -92.3% | 0.008% | |
1/15/2025 | Ballew Advisors Inc | 27,050 | $474K | 0.3% | N/A | 0.009% | |
1/15/2025 | Ameritas Advisory Services LLC | 58,851 | $1.04M | 0.0% | -17.1% | 0.019% | |
1/15/2025 | HB Wealth Management LLC | 26,744 | $473K | 0.0% | N/A | 0.009% | |
1/15/2025 | Gill Capital Partners LLC | 186,334 | $3.30M | 1.2% | -4.4% | 0.061% | |
1/15/2025 | Howard Financial Services LTD. | 525,576 | $9.30M | 1.3% | +18.6% | 0.172% | |
1/15/2025 | Arkadios Wealth Advisors | 18,125 | $321K | 0.0% | -25.8% | 0.006% | |
1/15/2025 | Lake Street Private Wealth LLC | 162,836 | $2.88M | 0.5% | +3.3% | 0.053% | |
1/15/2025 | TrueWealth Advisors LLC | 50,728 | $898K | 0.3% | +4.2% | 0.017% | |
1/15/2025 | Walker Asset Management LLC | 130,235 | $2.31M | 1.4% | +10.1% | 0.043% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 12,078 | $214K | 0.0% | -41.6% | 0.004% | |
1/15/2025 | Kraematon Investment Advisors Inc. | 47,833 | $847K | 0.8% | +34.2% | 0.016% | |
1/15/2025 | Certified Advisory Corp | 12,111 | $214K | 0.0% | -7.3% | 0.004% | |
1/14/2025 | HCR Wealth Advisors | 851,180 | $15.07M | 1.9% | -3.5% | 0.278% | |
1/14/2025 | Meridian Financial Partners LLC | 41,910 | $742K | 0.4% | N/A | 0.014% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,849 | $68K | 0.0% | +435.3% | 0.001% | |
1/14/2025 | Park Avenue Securities LLC | 252,236 | $4.47M | 0.0% | +56.5% | 0.082% | |
1/14/2025 | SeaCrest Wealth Management LLC | 25,863 | $458K | 0.0% | +33.9% | 0.008% | |
1/14/2025 | Quad Cities Investment Group LLC | 434,388 | $7.69M | 3.8% | +0.8% | 0.142% | |
1/14/2025 | Mendota Financial Group LLC | 7,301 | $129K | 0.1% | -30.3% | 0.002% | |
1/13/2025 | Columbia Advisory Partners LLC | 19,813 | $351K | 0.3% | +66.4% | 0.006% | |
1/13/2025 | AdvisorNet Financial Inc | 5,720 | $101K | 0.0% | -12.7% | 0.002% | |
1/13/2025 | Marion Wealth Management | 324,214 | $5.74M | 1.5% | +4.0% | 0.106% | |
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1/13/2025 | Miracle Mile Advisors LLC | 51,638 | $914K | 0.0% | -11.5% | 0.017% | |
1/13/2025 | Ehrlich Financial Group | 10,253 | $181K | 0.1% | N/A | 0.003% | |
1/13/2025 | Cooper Financial Group | 45,439 | $804K | 0.1% | -11.0% | 0.015% | |
1/13/2025 | Brookstone Capital Management | 132,761 | $2.35M | 0.0% | +11.4% | 0.043% | |
1/13/2025 | Boyce & Associates Wealth Consulting Inc. | 25,473 | $451K | 0.5% | +52.2% | 0.008% | |
1/13/2025 | City Center Advisors LLC | 12,926 | $229K | 0.3% | +8.4% | 0.004% | |
1/13/2025 | Matrix Trust Co | 67,774 | $1.20M | 0.2% | +609.2% | 0.022% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 605,588 | $10.96M | 0.0% | +8.2% | 0.198% | |
1/10/2025 | ORG Partners LLC | 2,651 | $47K | 0.0% | +1,655.6% | 0.001% | |
1/8/2025 | Private Client Services LLC | 180,764 | $3.20M | 1.7% | +2.7% | 0.059% | |
1/8/2025 | International Assets Investment Management LLC | 86,233 | $1.53M | 0.1% | -94.4% | 0.028% | |
1/8/2025 | Park National Corp OH | 2,713,574 | $48.03M | 1.8% | -8.0% | 0.887% | |
1/7/2025 | Bangor Savings Bank | 55,973 | $991K | 0.1% | -4.8% | 0.018% | |
12/26/2024 | JPMorgan Chase & Co. | 989,613 | $17.91M | 0.0% | +29.4% | 0.323% | |
11/25/2024 | Synovus Financial Corp | 86,405 | $1.56M | 0.0% | +9.1% | 0.028% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 69,676 | $1.26M | 0.1% | N/A | 0.023% | |
11/21/2024 | Tudor Financial Inc. | 22,498 | $407K | 0.3% | N/A | 0.007% | |
11/18/2024 | Soltis Investment Advisors LLC | 33,558 | $607K | 0.1% | +9.0% | 0.011% | |
11/18/2024 | Arete Wealth Advisors LLC | 10,964 | $198K | 0.0% | -11.1% | 0.004% | |
11/18/2024 | Asset Allocation Strategies LLC | 116,129 | $2.10M | 0.6% | +1.1% | 0.038% | |
11/15/2024 | Barclays PLC | 709,300 | $12.84M | 0.0% | N/A | 0.232% | |
11/15/2024 | MML Investors Services LLC | 711,552 | $12.88M | 0.0% | +2.7% | 0.232% | |
11/15/2024 | Dunhill Financial LLC | 22,237 | $402K | 0.2% | -29.1% | 0.007% | |
11/15/2024 | Orion Portfolio Solutions LLC | 16,470 | $298K | 0.0% | +5.3% | 0.005% | |
11/15/2024 | Jane Street Group LLC | 204,041 | $3.69M | 0.0% | -20.6% | 0.067% | |
11/15/2024 | Stifel Financial Corp | 2,056,722 | $37.23M | 0.0% | +19.9% | 0.672% | |
11/15/2024 | Investmark Advisory Group LLC | 14,564 | $264K | 0.1% | N/A | 0.005% | |
11/15/2024 | HighTower Advisors LLC | 2,750,301 | $49.78M | 0.1% | +5.0% | 0.899% | |
11/15/2024 | Benjamin Edwards Inc. | 120,011 | $2.17M | 0.0% | N/A | 0.039% | |
11/14/2024 | Ironwood Investment Counsel LLC | 270,758 | $4.90M | 0.8% | +11.8% | 0.088% | |
11/14/2024 | TRUE Private Wealth Advisors | 20,936 | $379K | 0.0% | +10.6% | 0.007% | |
11/14/2024 | Captrust Financial Advisors | 180,616 | $3.27M | 0.0% | -9.6% | 0.059% | |
11/14/2024 | Icon Wealth Advisors LLC | 162,868 | $2.95M | 0.2% | -3.5% | 0.053% | |
11/14/2024 | Rockefeller Capital Management L.P. | 1,840,066 | $33.29M | 0.1% | +1.2% | 0.601% | |
11/13/2024 | D.A. Davidson & CO. | 232,971 | $4.22M | 0.0% | +0.5% | 0.076% | |
11/13/2024 | Bank of Montreal Can | 361,473 | $6.56M | 0.0% | +47.0% | 0.118% | |
11/13/2024 | Acorn Wealth Advisors LLC | 17,555 | $318K | 0.1% | N/A | 0.006% | |
11/13/2024 | Stonebridge Advisors LLC | 191,212 | $3.46M | 2.3% | -16.3% | 0.062% | |
11/13/2024 | Private Trust Co. NA | 93,925 | $1.70M | 0.2% | -4.9% | 0.031% | |
11/12/2024 | Centaurus Financial Inc. | 12,685 | $230K | 0.0% | +11.3% | 0.004% | |
11/12/2024 | MGB Wealth Management LLC | 27,000 | $490K | 0.2% | N/A | 0.009% | |
11/12/2024 | Kingsview Wealth Management LLC | 108,408 | $1.96M | 0.0% | +9.1% | 0.035% | |
11/12/2024 | Flagstar Advisors Inc. | 333,422 | $6.04M | 1.5% | +2.3% | 0.109% | |
11/12/2024 | Icon Wealth Advisors LLC | 59,132 | $1.07M | 0.0% | -65.0% | 0.019% | |
11/12/2024 | Citigroup Inc. | 677,037 | $12.25M | 0.0% | +15.5% | 0.221% | |
11/12/2024 | Darden Wealth Group Inc | 143,072 | $2.59M | 1.9% | +7.8% | 0.047% | |
11/12/2024 | Blackhawk Capital Partners LLC. | 145,091 | $2.63M | 1.4% | +5.0% | 0.047% | |
11/9/2024 | LPL Financial LLC | 11,876,712 | $214.97M | 0.1% | +9.5% | 3.881% | |
11/9/2024 | Trustmark National Bank Trust Department | 165,732 | $3M | 0.2% | -14.5% | 0.054% | |
11/9/2024 | Creekside Partners | 19,004 | $344K | 0.2% | -6.7% | 0.006% | |
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11/8/2024 | Moors & Cabot Inc. | 92,580 | $1.68M | 0.1% | +14.0% | 0.030% | |
11/7/2024 | Prospera Financial Services Inc | 1,622,012 | $29.36M | 0.7% | +15.7% | 0.530% | |
11/7/2024 | Thrivent Financial for Lutherans | 14,838 | $269K | 0.0% | +12.9% | 0.005% | |
11/7/2024 | Claro Advisors LLC | 13,472 | $244K | 0.0% | -53.1% | 0.004% | |
11/6/2024 | SRS Capital Advisors Inc. | 1,531,988 | $27.73M | 2.5% | +4.1% | 0.501% | |
11/6/2024 | Agilis Partners LLC | 200,235 | $3.62M | 1.1% | +1.0% | 0.065% | |
11/6/2024 | Archer Investment Corp | 263,222 | $4.76M | 1.3% | -21.9% | 0.086% | |
11/6/2024 | Traction Financial Partners LLC | 259,546 | $4.70M | 3.7% | -6.8% | 0.085% | |
11/6/2024 | ROI Financial Advisors LLC | 57,706 | $1.04M | 0.7% | +4.8% | 0.019% | |
11/6/2024 | Kovack Advisors Inc. | 167,930 | $3.04M | 0.3% | -8.2% | 0.055% | |