11/13/2024 | Transamerica Financial Advisors Inc. | 26,084 | $931K | 0.1% | +32,505.0% | 0.112% | |
11/13/2024 | Private Trust Co. NA | 13,269 | $473K | 0.0% | +41.7% | 0.057% | |
11/12/2024 | Larson Financial Group LLC | 868 | $31K | 0.0% | N/A | 0.004% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 130,173 | $4.64M | 0.0% | -7.3% | 0.560% | |
11/8/2024 | Hilton Capital Management LLC | 10,275 | $366K | 0.0% | +20.3% | 0.044% | |
11/8/2024 | PNC Financial Services Group Inc. | 89,449 | $3.19M | 0.0% | +92.0% | 0.385% | |
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11/8/2024 | Prospera Financial Services Inc | 87,090 | $3.11M | 0.1% | +1,293.2% | 0.375% | |
11/7/2024 | GLOBALT Investments LLC GA | 17,985 | $641K | 0.0% | -2.6% | 0.077% | |
11/6/2024 | Euro Pacific Asset Management LLC | 15,965 | $566K | 0.1% | N/A | 0.069% | |
11/6/2024 | Cornerstone Planning Group LLC | 1,072 | $38K | 0.0% | -91.8% | 0.005% | |
11/5/2024 | Apollon Wealth Management LLC | 16,690 | $595K | 0.0% | -6.4% | 0.072% | |
11/5/2024 | FDx Advisors Inc. | 40,654 | $1.45M | 0.4% | +45.1% | 0.175% | |
10/30/2024 | Long Run Wealth Advisors LLC | 151,376 | $5.40M | 1.3% | +7.8% | 0.651% | |
10/30/2024 | Falcon Wealth Planning | 15,087 | $538K | 0.1% | +87.2% | 0.065% | |
10/30/2024 | Crestwood Advisors Group LLC | 22,821 | $814K | 0.0% | +1.9% | 0.098% | |
10/29/2024 | Pure Financial Advisors LLC | 13,367 | $477K | 0.0% | -10.3% | 0.057% | |
10/29/2024 | Clear Creek Financial Management LLC | 6,495 | $232K | 0.0% | N/A | 0.028% | |
10/28/2024 | Rosenberg Matthew Hamilton | 51,623 | $1.84M | 0.5% | +9.5% | 0.222% | |
10/25/2024 | Financial Advocates Investment Management | 15,363 | $548K | 0.0% | +46.5% | 0.066% | |
10/25/2024 | Barry Investment Advisors LLC | 242,944 | $8.66M | 2.6% | -1.7% | 1.045% | |
10/24/2024 | PFG Investments LLC | 12,715 | $453K | 0.0% | N/A | 0.055% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 36,000 | $1.29M | 0.0% | N/A | 0.155% | |
10/23/2024 | Allworth Financial LP | 168,851 | $6.02M | 0.0% | -0.4% | 0.726% | |
10/22/2024 | McAdam LLC | 35,408 | $1.26M | 0.1% | -2.5% | 0.152% | |
10/22/2024 | Private Advisor Group LLC | 60,844 | $2.17M | 0.0% | +37.5% | 0.262% | |
10/22/2024 | Financial Insights Inc. | 26,073 | $930K | 0.3% | +44.5% | 0.112% | |
10/18/2024 | Raymond James & Associates | 191,324 | $6.82M | 0.0% | +62.6% | 0.823% | |
10/18/2024 | ST Germain D J Co. Inc. | 128,976 | $4.60M | 0.2% | +6.3% | 0.555% | |
10/16/2024 | Twelve Points Wealth Management LLC | 83,360 | $2.97M | 0.9% | +16.9% | 0.359% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 4,450 | $159K | 0.0% | +98.0% | 0.019% | |
10/10/2024 | Sound Income Strategies LLC | 149,959 | $5.35M | 0.3% | +3.9% | 0.645% | |
10/9/2024 | Matrix Trust Co | 1,901 | $68K | 0.0% | N/A | 0.008% | |
10/9/2024 | Atlas Private Wealth Advisors | 447,166 | $15.95M | 2.3% | +210.3% | 1.923% | |
10/8/2024 | Bath Savings Trust Co | 34,327 | $1.22M | 0.1% | -4.0% | 0.148% | |
10/3/2024 | Park Avenue Securities LLC | 368,094 | $13.13M | 0.1% | +10.6% | 1.583% | |
8/22/2024 | Cetera Investment Advisers | 64,216 | $2.18M | 0.0% | +137.7% | 0.276% | |
8/21/2024 | Truist Financial Corp | 189,781 | $6.44M | 0.0% | +35.2% | 0.816% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 6,429 | $218K | 0.0% | -60.2% | 0.028% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 7,855 | $267K | 0.0% | -29.3% | 0.034% | |
8/16/2024 | NewEdge Advisors LLC | 31,914 | $1.08M | 0.0% | +15.3% | 0.137% | |
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8/16/2024 | Elevation Capital Advisory LLC | 86,391 | $2.93M | 1.3% | N/A | 0.372% | |
8/14/2024 | Treynor Bancshares Inc. | 9,075 | $308K | 0.3% | -63.7% | 0.039% | |
8/14/2024 | Bank of Montreal Can | 43,919 | $1.50M | 0.0% | -11.2% | 0.189% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 124,411 | $4.22M | 0.0% | +1.1% | 0.535% | |
8/8/2024 | Envestnet Asset Management Inc. | 314,732 | $10.68M | 0.0% | +133.2% | 1.354% | |
8/6/2024 | Sage Advisory Services Ltd.Co. | 194,882 | $6.61M | 1.9% | +147.3% | 0.838% | |
8/2/2024 | FDx Advisors Inc. | 28,023 | $951K | 0.3% | N/A | 0.121% | |
8/1/2024 | Crestwood Advisors Group LLC | 22,404 | $760K | 0.0% | +63.5% | 0.096% | |
8/1/2024 | Financial Counselors Inc. | 252,281 | $8.56M | 0.1% | -21.7% | 1.085% | |
7/31/2024 | Commonwealth Equity Services LLC | 40,130 | $1.36M | 0.0% | -4.8% | 0.173% | |
7/30/2024 | International Assets Investment Management LLC | 3,435 | $117K | 0.0% | N/A | 0.015% | |
7/29/2024 | Ameritas Advisory Services LLC | 64,873 | $2.20M | 0.1% | +10.5% | 0.279% | |
7/29/2024 | Financial Advocates Investment Management | 10,488 | $356K | 0.0% | +13.4% | 0.045% | |
7/27/2024 | Rosenberg Matthew Hamilton | 47,144 | $1.58M | 0.5% | +7.2% | 0.203% | |
7/26/2024 | Bank of New York Mellon Corp | 587,945 | $19.95M | 0.0% | N/A | 2.529% | |
7/24/2024 | McAdam LLC | 36,321 | $1.23M | 0.1% | +5.4% | 0.156% | |
7/23/2024 | XML Financial LLC | 26,319 | $893K | 0.1% | +2.6% | 0.113% | |
7/19/2024 | Long Run Wealth Advisors LLC | 140,364 | $4.76M | 1.2% | +4.2% | 0.604% | |
7/19/2024 | Raymond James & Associates | 117,635 | $3.99M | 0.0% | +500.6% | 0.506% | |
7/19/2024 | Shilanski & Associates Inc. | 129,140 | $4.38M | 1.5% | +3.9% | 0.555% | |
7/18/2024 | Pure Financial Advisors LLC | 14,910 | $506K | 0.0% | +5.3% | 0.064% | |
7/17/2024 | Shulman DeMeo Asset Management LLC | 116,584 | $3.96M | 1.0% | -0.6% | 0.501% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 21,715 | $737K | 0.0% | +29.8% | 0.093% | |
7/16/2024 | Falcon Wealth Planning | 8,058 | $273K | 0.0% | -62.7% | 0.035% | |
7/16/2024 | Financial Insights Inc. | 18,049 | $612K | 0.2% | +18.6% | 0.078% | |
7/15/2024 | Diligent Investors LLC | 24,001 | $814K | 0.2% | -1.3% | 0.103% | |
7/15/2024 | Fifth Third Securities Inc. | 17,011 | $577K | 0.1% | +36.5% | 0.073% | |
7/12/2024 | Sound Income Strategies LLC | 144,311 | $4.90M | 0.3% | +8.6% | 0.621% | |
7/12/2024 | Atlas Private Wealth Advisors | 144,130 | $4.89M | 0.8% | +107.2% | 0.620% | |
7/12/2024 | Twelve Points Wealth Management LLC | 71,285 | $2.42M | 0.9% | +16.6% | 0.307% | |
7/12/2024 | Bath Savings Trust Co | 35,760 | $1.21M | 0.1% | -2.0% | 0.154% | |
7/10/2024 | CGN Advisors LLC | 18,087 | $614K | 0.1% | +19.7% | 0.078% | |
7/9/2024 | Park Avenue Securities LLC | 332,827 | $11.29M | 0.1% | +16.5% | 1.432% | |
7/8/2024 | ST Germain D J Co. Inc. | 121,325 | $4.12M | 0.2% | +8.1% | 0.522% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 2,247 | $76K | 0.0% | N/A | 0.010% | |
5/29/2024 | Alexander Labrunerie & CO. Inc. | 28,740 | $1.00M | 0.6% | N/A | 0.124% | |
5/17/2024 | XML Financial LLC | 25,660 | $895K | 0.1% | +11.4% | 0.110% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 16,168 | $525K | 0.0% | +19.7% | 0.070% | |
5/15/2024 | SVB Wealth LLC | 22,331 | $779K | 0.0% | -3.5% | 0.096% | |
5/9/2024 | Orion Portfolio Solutions LLC | 68,987 | $2.41M | 0.0% | +10.2% | 0.296% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 145,990 | $5.09M | 0.0% | -8.3% | 0.627% | |
5/8/2024 | US Bancorp DE | 13,806 | $481K | 0.0% | +142.6% | 0.059% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 16,726 | $583K | 0.0% | N/A | 0.072% | |
5/4/2024 | Geneos Wealth Management Inc. | 7,276 | $254K | 0.0% | -5.3% | 0.031% | |
5/2/2024 | Financial Counselors Inc. | 322,082 | $11.23M | 0.2% | -52.4% | 1.382% | |
5/1/2024 | GLOBALT Investments LLC GA | 20,530 | $716K | 0.0% | -5.3% | 0.088% | |
4/30/2024 | Commonwealth Equity Services LLC | 42,136 | $1.47M | 0.0% | +61.3% | 0.181% | |
4/26/2024 | Sage Advisory Services Ltd.Co. | 78,815 | $2.75M | 0.8% | -8.1% | 0.337% | |
4/26/2024 | Financial Insights Inc. | 15,222 | $531K | 0.2% | -1.9% | 0.065% | |
4/25/2024 | Long Run Wealth Advisors LLC | 134,743 | $4.70M | 1.2% | +2.9% | 0.576% | |
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4/24/2024 | 1900 Wealth Management LLC | 6,183 | $216K | 0.0% | -13.6% | 0.026% | |
4/23/2024 | Gradient Investments LLC | 3,234 | $113K | 0.0% | -24.4% | 0.014% | |
4/23/2024 | McAdam LLC | 34,445 | $1.20M | 0.1% | -2.6% | 0.147% | |
4/23/2024 | Duncker Streett & Co. Inc. | 2,000 | $70K | 0.0% | N/A | 0.009% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 39,785 | $1.39M | 0.0% | +2.8% | 0.170% | |
4/19/2024 | Powers Advisory Group LLC | 47,821 | $1.67M | 1.0% | -4.0% | 0.204% | |
4/18/2024 | Barry Investment Advisors LLC | 259,988 | $9.07M | 3.0% | -0.7% | 1.111% | |
4/18/2024 | Chatham Capital Group Inc. | 8,700 | $303K | 0.1% | -7.5% | 0.037% | |
4/16/2024 | Shulman DeMeo Asset Management LLC | 117,325 | $4.09M | 1.1% | -1.6% | 0.501% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 49,601 | $1.73M | 0.1% | -11.9% | 0.212% | |