11/24/2023 | EP Wealth Advisors LLC | 10,900 | $3.13M | 0.0% | -88.6% | 0.032% | |
11/21/2023 | Tompkins Financial Corp | 1,000 | $287K | 0.0% | +566.7% | 0.003% | |
11/20/2023 | Silver Oak Securities Incorporated | 24,813 | $7.12M | 1.3% | N/A | 0.073% | |
11/16/2023 | Creative Planning | 180,825 | $51.91M | 0.1% | +16,581.3% | 0.532% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 1,346 | $386K | 0.0% | +351.7% | 0.004% | |
11/16/2023 | Harbour Investments Inc. | 4,688 | $1.35M | 0.1% | +899.6% | 0.014% | |
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11/16/2023 | Pacific Center for Financial Services | 692 | $199K | 0.1% | +902.9% | 0.002% | |
11/16/2023 | Morgan Stanley | 1,242,026 | $356.54M | 0.0% | +839.4% | 3.654% | |
11/16/2023 | Front Row Advisors LLC | 550 | $158K | 0.1% | +900.0% | 0.002% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 10,647 | $3.06M | 0.0% | +14.4% | 0.031% | |
11/15/2023 | Royal Bank of Canada | 552,659 | $158.65M | 0.0% | +751.9% | 1.626% | |
11/15/2023 | Kingfisher Capital LLC | 49,308 | $14.15M | 3.7% | +873.1% | 0.145% | |
11/15/2023 | Lake Street Advisors Group LLC | 12,500 | $3.59M | 0.2% | N/A | 0.037% | |
11/15/2023 | Lido Advisors LLC | 86,536 | $24.84M | 0.2% | +1,552.7% | 0.255% | |
11/15/2023 | Ameriprise Financial Inc. | 226,054 | $64.89M | 0.0% | +620.4% | 0.665% | |
11/15/2023 | Glenmede Trust Co. NA | 1,250 | $359K | 0.0% | +900.0% | 0.004% | |
11/14/2023 | Qube Research & Technologies Ltd | 10,251 | $2.94M | 0.0% | +1,575.0% | 0.030% | |
11/14/2023 | Valley National Advisers Inc. | 3,020 | $867K | 0.1% | +900.0% | 0.009% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 1,024 | $294K | 0.0% | +903.9% | 0.003% | |
11/14/2023 | One Charles Private Wealth Services LLC | 12,640 | $3.63M | 2.0% | +743.2% | 0.037% | |
11/14/2023 | PGIM Custom Harvest LLC | 258,587 | $74.23M | 2.3% | +648.5% | 0.761% | |
11/14/2023 | Parkside Financial Bank & Trust | 4,930 | $1.42M | 0.3% | +900.0% | 0.015% | |
11/13/2023 | Hollencrest Capital Management | 1,420 | $408K | 0.0% | +900.0% | 0.004% | |
11/13/2023 | Asset Dedication LLC | 19,380 | $5.56M | 0.5% | +900.0% | 0.057% | |
11/13/2023 | Joseph Group Capital Management | 3,140 | $901K | 0.6% | +878.2% | 0.009% | |
11/13/2023 | Personal CFO Solutions LLC | 19,806 | $5.69M | 1.1% | +1,110.6% | 0.058% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 2,050 | $588K | 0.0% | +419.0% | 0.006% | |
11/13/2023 | Stifel Financial Corp | 147,332 | $42.29M | 0.1% | +974.8% | 0.433% | |
11/13/2023 | Stelac Advisory Services LLC | 88,380 | $25.37M | 11.7% | +487.7% | 0.260% | |
11/13/2023 | Mariner LLC | 16,961 | $4.87M | 0.0% | +867.0% | 0.050% | |
11/13/2023 | LPL Financial LLC | 877,649 | $251.94M | 0.2% | +1,244.9% | 2.582% | |
11/13/2023 | Clearstead Advisors LLC | 19,520 | $5.60M | 0.3% | +900.0% | 0.057% | |
11/13/2023 | Laidlaw Wealth Management LLC | 53,040 | $15.23M | 4.4% | +900.0% | 0.156% | |
11/13/2023 | Envestnet Asset Management Inc. | 31,048 | $8.91M | 0.0% | +659.5% | 0.091% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 14,790 | $4.25M | 0.0% | N/A | 0.044% | |
11/13/2023 | Kestra Advisory Services LLC | 16,151 | $4.64M | 0.0% | +835.7% | 0.048% | |
11/13/2023 | PNC Financial Services Group Inc. | 200 | $57K | 0.0% | +900.0% | 0.001% | |
11/13/2023 | FCA Corp TX | 127,463 | $36.59M | 12.1% | +939.3% | 0.375% | |
11/9/2023 | First Heartland Consultants Inc. | 37,859 | $10.87M | 1.3% | +950.2% | 0.111% | |
11/9/2023 | Blair William & Co. IL | 11,420 | $3.28M | 0.0% | +783.9% | 0.034% | |
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11/9/2023 | UBS Group AG | 477,841 | $137.17M | 0.0% | +861.6% | 1.406% | |
11/8/2023 | Aptus Capital Advisors LLC | 2,483 | $713K | 0.0% | +901.2% | 0.007% | |
11/8/2023 | Choreo LLC | 20,100 | $5.77M | 0.2% | +900.0% | 0.059% | |
11/8/2023 | HighTower Advisors LLC | 2,228,257 | $639.64M | 1.2% | +934.3% | 6.556% | |
11/8/2023 | KCM Investment Advisors LLC | 12,465 | $3.58M | 0.2% | N/A | 0.037% | |
11/8/2023 | Janney Montgomery Scott LLC | 53,813 | $15.45M | 0.1% | +485.6% | 0.158% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 32,408 | $9.30M | 0.0% | +899.6% | 0.095% | |
11/8/2023 | Oppenheimer & Co. Inc. | 45,885 | $13.17M | 0.3% | +1,050.0% | 0.135% | |
11/8/2023 | Kestra Private Wealth Services LLC | 9,624 | $2.76M | 0.1% | +914.1% | 0.028% | |
11/7/2023 | Kingsview Wealth Management LLC | 18,366 | $5.27M | 0.2% | +921.5% | 0.054% | |
11/7/2023 | Clearstead Advisors LLC | 22,150 | $6.36M | 0.3% | +1,034.7% | 0.065% | |
11/7/2023 | Acorn Wealth Advisors LLC | 68,620 | $19.70M | 11.4% | +924.8% | 0.202% | |
11/7/2023 | Great Valley Advisor Group Inc. | 55,519 | $15.94M | 0.7% | +895.5% | 0.163% | |
11/6/2023 | Sigma Planning Corp | 8,655 | $2.49M | 0.1% | +814.9% | 0.025% | |
11/6/2023 | Wilbanks Smith & Thomas Asset Management LLC | 300,259 | $86.19M | 2.9% | +23,523.8% | 0.883% | |
11/4/2023 | NBC Securities Inc. | 2,100 | $603K | 0.1% | N/A | 0.006% | |
11/4/2023 | Signaturefd LLC | 1,431 | $411K | 0.0% | +1,225.0% | 0.004% | |
11/4/2023 | HHM Wealth Advisors LLC | 6,170 | $1.77M | 0.3% | +900.0% | 0.018% | |
11/4/2023 | Corient Private Wealth LLC | 42,252 | $12.13M | 0.0% | +865.3% | 0.124% | |
11/3/2023 | Private Advisor Group LLC | 150,533 | $43.21M | 0.4% | +855.6% | 0.443% | |
11/2/2023 | Capital Investment Advisory Services LLC | 1,500 | $431K | 0.0% | +900.0% | 0.004% | |
11/1/2023 | Bourgeon Capital Management LLC | 700 | $201K | 0.0% | +900.0% | 0.002% | |
11/1/2023 | Ironsides Asset Advisors LLC | 37,990 | $10.91M | 4.8% | N/A | 0.112% | |
11/1/2023 | Guardian Wealth Management Inc. | 1,130 | $324K | 0.3% | +900.0% | 0.003% | |
10/31/2023 | McAdam LLC | 106,593 | $30.60M | 2.5% | +860.9% | 0.314% | |
10/31/2023 | Optas LLC | 52,790 | $15.15M | 4.7% | +900.0% | 0.155% | |
10/31/2023 | Allworth Financial LP | 2,280 | $654K | 0.0% | +900.0% | 0.007% | |
10/31/2023 | Socha Financial Group LLC | 77,000 | $22.10M | 10.6% | +918.0% | 0.227% | |
10/30/2023 | Bogart Wealth LLC | 5,153 | $1.48M | 0.1% | +900.6% | 0.015% | |
10/30/2023 | Carmichael Hill & Associates Inc. | 6,080 | $1.75M | 0.8% | +900.0% | 0.018% | |
10/30/2023 | Joseph P. Lucia & Associates LLC | 123,530 | $35.46M | 14.6% | +896.6% | 0.363% | |
10/27/2023 | Financial Advocates Investment Management | 9,513 | $2.73M | 0.2% | +901.4% | 0.028% | |
10/27/2023 | Walker Asset Management LLC | 43,764 | $12.56M | 7.9% | +887.7% | 0.129% | |
10/26/2023 | Detalus Advisors LLC | 47,530 | $13.64M | 5.2% | +860.4% | 0.140% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 1,040 | $299K | 0.1% | +900.0% | 0.003% | |
10/25/2023 | Rovin Capital UT ADV | 11,339 | $3.26M | 1.4% | +809.3% | 0.033% | |
10/25/2023 | Fortune Financial Advisors LLC | 9,673 | $2.78M | 2.1% | +899.3% | 0.028% | |
10/25/2023 | Peak Financial Management Inc. | 354,829 | $101.86M | 27.4% | +883.6% | 1.044% | |
10/24/2023 | Aspire Capital Advisors LLC | 20,871 | $5.99M | 2.7% | N/A | 0.061% | |
10/24/2023 | Hartford Financial Management Inc. | 75,235 | $21.60M | 4.9% | +899.9% | 0.221% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 325,790 | $93.52M | 0.2% | +1,071.5% | 0.958% | |
10/24/2023 | Raymond James & Associates | 46,862 | $13.45M | 0.0% | +899.4% | 0.138% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 137,730 | $39.54M | 0.2% | +2,951.2% | 0.405% | |
10/23/2023 | Sheets Smith Wealth Management | 800 | $230K | 0.0% | N/A | 0.002% | |
10/23/2023 | Commonwealth Equity Services LLC | 249,282 | $71.56M | 0.1% | +892.6% | 0.733% | |
10/20/2023 | Townsend Asset Management Corp NC ADV | 463 | $133K | 0.1% | +906.5% | 0.001% | |
10/20/2023 | Country Club Bank GFN | 7,600 | $2.18M | 0.2% | +900.0% | 0.022% | |
10/19/2023 | TFG Advisers LLC | 9,169 | $2.63M | 1.2% | +901.0% | 0.027% | |
10/18/2023 | UMB Bank n.a. | 29,000 | $8.33M | 0.1% | +900.0% | 0.085% | |
10/18/2023 | Occidental Asset Management LLC | 10,046 | $2.88M | 0.7% | +783.6% | 0.030% | |
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10/18/2023 | Yoder Wealth Management Inc. | 53,336 | $15.31M | 8.7% | +997.0% | 0.157% | |
10/18/2023 | Valicenti Advisory Services Inc. | 7,833 | $2.25M | 0.8% | +865.8% | 0.023% | |
10/18/2023 | Koshinski Asset Management Inc. | 12,954 | $3.72M | 0.4% | +900.3% | 0.038% | |
10/18/2023 | Wagner Wealth Management LLC | 8,735 | $2.51M | 0.9% | +901.7% | 0.026% | |
10/18/2023 | Private Trust Co. NA | 17,350 | $4.98M | 0.6% | +900.0% | 0.051% | |
10/17/2023 | Friedenthal Financial | 90,269 | $25.91M | 12.3% | +932.9% | 0.266% | |
10/17/2023 | Carolina Wealth Advisors LLC | 620 | $178K | 0.1% | +900.0% | 0.002% | |
10/17/2023 | DAVENPORT & Co LLC | 47,866 | $13.74M | 0.1% | +900.1% | 0.141% | |
10/17/2023 | Rainey & Randall Investment Management Inc. | 686,608 | $197.10M | 37.6% | +993.0% | 2.020% | |
10/17/2023 | Impact Partnership Wealth LLC | 4,280 | $1.23M | 0.4% | N/A | 0.013% | |