11/20/2024 | SOA Wealth Advisors LLC. | 4,931 | $234K | 0.0% | -6.0% | 0.034% | |
11/15/2024 | MidWestOne Financial Group Inc. | 20,535 | $976K | 0.1% | -41.9% | 0.143% | |
11/15/2024 | LRI Investments LLC | 4,450 | $212K | 0.0% | N/A | 0.031% | |
11/15/2024 | Stifel Financial Corp | 15,376 | $731K | 0.0% | +12.5% | 0.107% | |
11/15/2024 | Safe Harbor Fiduciary LLC | 3,292 | $157K | 0.1% | N/A | 0.023% | |
11/14/2024 | Rockefeller Capital Management L.P. | 17,775 | $845K | 0.0% | -10.8% | 0.123% | |
|
11/13/2024 | FMR LLC | 1,762 | $84K | 0.0% | +54.4% | 0.012% | |
11/12/2024 | Larson Financial Group LLC | 5,688 | $270K | 0.0% | +4.6% | 0.040% | |
11/6/2024 | KCM Investment Advisors LLC | 51,762 | $2.46M | 0.1% | +4.3% | 0.359% | |
11/6/2024 | Oppenheimer & Co. Inc. | 5,674 | $270K | 0.0% | N/A | 0.039% | |
11/4/2024 | Sigma Planning Corp | 20,293 | $965K | 0.0% | N/A | 0.141% | |
10/30/2024 | Crestwood Advisors Group LLC | 59,416 | $2.83M | 0.1% | -1.3% | 0.413% | |
10/29/2024 | Farther Finance Advisors LLC | 820 | $39K | 0.0% | N/A | 0.006% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 5,042 | $240K | 0.0% | +8.5% | 0.035% | |
10/28/2024 | Stephens Inc. AR | 23,926 | $1.14M | 0.0% | -5.4% | 0.166% | |
10/28/2024 | US Bancorp DE | 240,879 | $11.45M | 0.0% | -2.9% | 1.673% | |
10/25/2024 | Gimbal Financial | 86,462 | $4.28M | 2.8% | N/A | 0.600% | |
10/24/2024 | Carret Asset Management LLC | 29,115 | $1.38M | 0.2% | -18.5% | 0.202% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 36,079 | $1.72M | 0.0% | -3.8% | 0.251% | |
10/22/2024 | International Assets Investment Management LLC | 64,693 | $3.08M | 0.0% | +4,667.4% | 0.449% | |
10/18/2024 | Cadent Capital Advisors LLC | 29,642 | $1.41M | 0.4% | N/A | 0.206% | |
10/17/2024 | Sweet Financial Partners LLC | 15,100 | $718K | 0.2% | -5.8% | 0.105% | |
10/11/2024 | CX Institutional | 59,804 | $2.84M | 0.1% | -3.1% | 0.415% | |
10/8/2024 | CWM LLC | 1,386 | $66K | 0.0% | -47.8% | 0.010% | |
10/2/2024 | Dentgroup LLC | 15,711 | $747K | 0.6% | -1.8% | 0.109% | |
9/9/2024 | Heritage Wealth Management Inc. | 17,850 | $728K | 0.2% | N/A | 0.124% | |
9/5/2024 | Sanctuary Advisors LLC | 5,446 | $227K | 0.0% | N/A | 0.038% | |
8/22/2024 | Cetera Investment Advisers | 30,525 | $1.27M | 0.0% | +3.0% | 0.212% | |
8/21/2024 | Truist Financial Corp | 80,767 | $3.35M | 0.0% | -44.1% | 0.561% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 37,983 | $1.58M | 0.0% | -5.7% | 0.264% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 331,594 | $13.75M | 0.0% | -18.8% | 2.303% | |
8/16/2024 | Magnolia Capital Advisors LLC | 134,817 | $5.59M | 0.2% | N/A | 0.936% | |
8/16/2024 | MidWestOne Financial Group Inc. | 35,357 | $1.47M | 0.3% | +2.5% | 0.246% | |
8/14/2024 | Marshall Wace LLP | 6,586 | $273K | 0.0% | N/A | 0.046% | |
8/14/2024 | Edge Capital Group LLC | 59,584 | $2.47M | 0.1% | -11.2% | 0.414% | |
8/13/2024 | Thrivent Financial for Lutherans | 15,585 | $646K | 0.0% | +2.9% | 0.108% | |
8/9/2024 | One Capital Management LLC | 6,201 | $257K | 0.0% | +22.2% | 0.043% | |
8/3/2024 | National Bank of Canada FI | 3,893 | $161K | 0.0% | -25.0% | 0.027% | |
8/2/2024 | Larson Financial Group LLC | 5,437 | $225K | 0.0% | +5.7% | 0.038% | |
8/2/2024 | Aveo Capital Partners LLC | 7,205 | $299K | 0.0% | -21.9% | 0.050% | |
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8/1/2024 | Carret Asset Management LLC | 35,730 | $1.48M | 0.2% | -6.2% | 0.248% | |
8/1/2024 | Crestwood Advisors Group LLC | 60,216 | $2.50M | 0.1% | -6.3% | 0.418% | |
8/1/2024 | Game Plan Financial Advisors LLC | 5,250 | $218K | 0.1% | +6.1% | 0.036% | |
7/31/2024 | Commonwealth Equity Services LLC | 113,334 | $4.70M | 0.0% | -6.8% | 0.787% | |
7/30/2024 | International Assets Investment Management LLC | 1,357 | $56K | 0.0% | N/A | 0.009% | |
7/30/2024 | KCM Investment Advisors LLC | 49,649 | $2.06M | 0.1% | +1.5% | 0.345% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 36,037 | $1.49M | 0.0% | -14.2% | 0.250% | |
7/24/2024 | Family Firm Inc. | 31,945 | $1.32M | 0.2% | -2.5% | 0.222% | |
7/24/2024 | Cultivar Capital Inc. | 723 | $30K | 0.0% | N/A | 0.005% | |
7/19/2024 | Raymond James & Associates | 29,448 | $1.22M | 0.0% | -10.7% | 0.205% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 37,503 | $1.56M | 0.0% | -2.7% | 0.260% | |
7/11/2024 | CX Institutional | 61,725 | $2.56M | 0.1% | -1.8% | 0.429% | |
7/8/2024 | Dentgroup LLC | 16,006 | $664K | 0.5% | -41.1% | 0.111% | |
5/24/2024 | Cetera Advisors LLC | 21,242 | $921K | 0.0% | +25.5% | 0.148% | |
5/17/2024 | Comerica Bank | 5,979 | $259K | 0.0% | -12.3% | 0.042% | |
5/11/2024 | Patten & Patten Inc. TN | 8,935 | $388K | 0.0% | -9.6% | 0.062% | |
5/9/2024 | Kingsview Wealth Management LLC | 58,423 | $2.53M | 0.1% | +87.5% | 0.406% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 4,885 | $212K | 0.0% | -6.2% | 0.034% | |
5/8/2024 | US Bancorp DE | 284,005 | $12.32M | 0.0% | -25.7% | 1.925% | |
5/7/2024 | KCM Investment Advisors LLC | 48,929 | $2.12M | 0.1% | +3.1% | 0.332% | |
5/3/2024 | Larson Financial Group LLC | 5,145 | $223K | 0.0% | +6.9% | 0.035% | |
5/3/2024 | Etfidea LLC | 6,270 | $272K | 0.1% | +27.3% | 0.043% | |
5/2/2024 | Family Firm Inc. | 32,765 | $1.42M | 0.3% | -0.9% | 0.222% | |
5/1/2024 | Janney Montgomery Scott LLC | 16,942 | $735K | 0.0% | -26.1% | 0.115% | |
5/1/2024 | BNP Paribas Financial Markets | 49,000 | $2.13M | 0.0% | -67.1% | 0.332% | |
4/29/2024 | Commonwealth Equity Services LLC | 121,600 | $5.28M | 0.0% | -13.4% | 0.824% | |
4/25/2024 | Capital Investment Advisory Services LLC | 2,780 | $121K | 0.0% | -8.8% | 0.019% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 41,983 | $1.82M | 0.0% | -36.7% | 0.285% | |
4/23/2024 | Global Retirement Partners LLC | 3,751 | $163K | 0.0% | +351.4% | 0.025% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 187,846 | $8.15M | 0.0% | +2.7% | 1.274% | |
4/19/2024 | Abundance Wealth Counselors | 99,312 | $4.31M | 1.0% | +8.0% | 0.490% | |
4/19/2024 | Carret Asset Management LLC | 38,085 | $1.65M | 0.2% | -4.7% | 0.188% | |
4/18/2024 | Woodmont Investment Counsel LLC | 3,500 | $152K | 0.0% | N/A | 0.017% | |
4/18/2024 | AlphaMark Advisors LLC | 1,625 | $70K | 0.0% | -16.7% | 0.008% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 38,547 | $1.67M | 0.0% | -0.9% | 0.190% | |
4/12/2024 | Game Plan Financial Advisors LLC | 4,950 | $215K | 0.1% | +23.8% | 0.024% | |
4/3/2024 | Dentgroup LLC | 27,168 | $1.18M | 1.0% | -4.4% | 0.134% | |
3/22/2024 | PNC Financial Services Group Inc. | 3,861 | $162K | 0.0% | +16.1% | 0.019% | |
3/1/2024 | Transcendent Capital Group LLC | 1,322 | $55K | 0.0% | N/A | 0.007% | |
2/28/2024 | EP Wealth Advisors LLC | 3,100 | $130K | 0.0% | N/A | 0.015% | |
2/23/2024 | Chicago Partners Investment Group LLC | 4,977 | $209K | 0.0% | N/A | 0.025% | |
2/13/2024 | Stephens Inc. AR | 46,399 | $1.94M | 0.0% | -14.3% | 0.229% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,643 | $111K | 0.0% | -92.5% | 0.013% | |
2/13/2024 | Edge Capital Group LLC | 50,430 | $2.11M | 0.1% | +10.9% | 0.249% | |
2/13/2024 | Jones Financial Companies Lllp | 7,805 | $327K | 0.0% | N/A | 0.039% | |
2/12/2024 | Hilltop Holdings Inc. | 11,226 | $470K | 0.1% | +8.3% | 0.055% | |
2/9/2024 | US Bancorp DE | 382,388 | $16.00M | 0.0% | -2.3% | 1.888% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 66,374 | $2.78M | 0.0% | +81.9% | 0.328% | |
2/9/2024 | Barry Investment Advisors LLC | 290,276 | $12.15M | 4.1% | -0.4% | 1.433% | |
2/9/2024 | Wells Fargo & Company MN | 343,389 | $14.37M | 0.0% | +5.3% | 1.696% | |
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2/8/2024 | Kingsview Wealth Management LLC | 31,166 | $1.30M | 0.0% | N/A | 0.154% | |
2/8/2024 | Beacon Pointe Advisors LLC | 5,335 | $223K | 0.0% | -12.3% | 0.026% | |
2/8/2024 | Janney Montgomery Scott LLC | 22,937 | $960K | 0.0% | -9.3% | 0.113% | |
2/7/2024 | One Capital Management LLC | 4,941 | $207K | 0.0% | N/A | 0.024% | |
2/7/2024 | NBC Securities Inc. | 1,793 | $75K | 0.0% | +178.0% | 0.009% | |
2/7/2024 | BNP Paribas Financial Markets | 149,022 | $6.24M | 0.0% | +238.7% | 0.736% | |
2/7/2024 | Principal Securities Inc. | 1,581 | $66K | 0.0% | N/A | 0.008% | |
2/6/2024 | Apollon Wealth Management LLC | 10,002 | $418K | 0.0% | N/A | 0.049% | |
2/6/2024 | Private Advisor Group LLC | 5,170 | $216K | 0.0% | N/A | 0.026% | |
2/6/2024 | Bare Financial Services Inc | 3,026 | $127K | 0.3% | N/A | 0.015% | |