11/15/2024 | Integrated Wealth Concepts LLC | 111,753 | $2.84M | 0.0% | +30.7% | 0.663% | |
11/14/2024 | Captrust Financial Advisors | 25,791 | $656K | 0.0% | +26.5% | 0.153% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 12,475 | $317K | 0.0% | -6.7% | 0.074% | |
11/1/2024 | Leavell Investment Management Inc. | 57,912 | $1.47M | 0.1% | +115.9% | 0.344% | |
11/1/2024 | Sonata Capital Group Inc. | 7,880 | $201K | 0.1% | N/A | 0.047% | |
10/31/2024 | Confluence Investment Management LLC | 41,256 | $1.05M | 0.0% | +2.5% | 0.245% | |
|
10/31/2024 | Spinnaker Trust | 30,105 | $766K | 0.0% | +6.8% | 0.179% | |
10/29/2024 | Blue Square Asset Management LLC | 48,502 | $1.23M | 0.7% | -2.2% | 0.288% | |
10/25/2024 | True Link Financial Advisors LLC | 8,592 | $219K | 0.0% | N/A | 0.051% | |
10/8/2024 | Lbmc Investment Advisors LLC | 273,962 | $6.97M | 0.6% | +34.8% | 1.626% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 703,716 | $17.91M | 2.0% | +4.0% | 4.176% | |
10/2/2024 | Praetorian Wealth Management Inc. | 247,941 | $6.31M | 1.6% | +0.5% | 1.471% | |
8/8/2024 | Parallel Advisors LLC | 17,447 | $436K | 0.0% | +22.5% | 0.104% | |
7/31/2024 | Spinnaker Trust | 28,200 | $705K | 0.0% | +4.5% | 0.167% | |
7/25/2024 | Hills Bank & Trust Co | 297,192 | $7.43M | 0.6% | +2.1% | 1.764% | |
7/23/2024 | Exchange Capital Management Inc. | 13,111 | $328K | 0.1% | N/A | 0.078% | |
7/17/2024 | Archford Capital Strategies LLC | 17,159 | $429K | 0.1% | +12.3% | 0.102% | |
7/15/2024 | Newman Dignan & Sheerar Inc. | 70,293 | $1.76M | 0.5% | +7.7% | 0.417% | |
7/11/2024 | Lbmc Investment Advisors LLC | 203,274 | $5.08M | 0.4% | +29.3% | 1.206% | |
7/10/2024 | Praetorian Wealth Management Inc. | 246,655 | $6.17M | 1.6% | -2.9% | 1.464% | |
7/1/2024 | Confluence Investment Management LLC | 40,259 | $1.01M | 0.0% | +30.1% | 0.239% | |
5/17/2024 | Comerica Bank | 17,027 | $429K | 0.0% | +13.1% | 0.101% | |
5/1/2024 | Janney Montgomery Scott LLC | 16,129 | $406K | 0.0% | +28.7% | 0.096% | |
4/24/2024 | Leavell Investment Management Inc. | 10,126 | $255K | 0.0% | +11.0% | 0.060% | |
4/24/2024 | Archford Capital Strategies LLC | 15,274 | $384K | 0.1% | +8.3% | 0.091% | |
4/12/2024 | Lbmc Investment Advisors LLC | 157,191 | $3.96M | 0.3% | +306.1% | 1.436% | |
4/10/2024 | Praetorian Wealth Management Inc. | 253,991 | $6.39M | 1.7% | +6.4% | 2.320% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 663,399 | $16.70M | 2.1% | +7.3% | 6.058% | |
4/1/2024 | Confluence Investment Management LLC | 30,934 | $779K | 0.0% | N/A | 0.283% | |
2/12/2024 | Arrow Financial Corp | 9,454 | $240K | 0.0% | -8.5% | 0.086% | |
2/7/2024 | Hills Bank & Trust Co | 291,068 | $7.40M | 0.7% | +80.3% | 2.658% | |
2/2/2024 | Spinnaker Trust | 9,223 | $234K | 0.0% | N/A | 0.084% | |
1/26/2024 | Sandy Spring Bank | 38,745 | $985K | 0.0% | +2.4% | 0.354% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 14,426 | $367K | 0.0% | +5.4% | 0.132% | |
1/23/2024 | Leavell Investment Management Inc. | 9,126 | $232K | 0.0% | N/A | 0.083% | |
1/17/2024 | Heartwood Wealth Advisors LLC | 618,412 | $15.72M | 2.1% | -0.7% | 5.648% | |
1/16/2024 | Lbmc Investment Advisors LLC | 38,710 | $984K | 0.1% | N/A | 0.354% | |
1/11/2024 | Praetorian Wealth Management Inc. | 238,716 | $6.07M | 1.8% | +5.3% | 2.180% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 13,693 | $335K | 0.0% | N/A | 0.125% | |
11/8/2023 | Janney Montgomery Scott LLC | 12,504 | $306K | 0.0% | +48.2% | 0.114% | |
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10/30/2023 | Sandy Spring Bank | 37,855 | $927K | 0.1% | +7.0% | 0.346% | |
10/27/2023 | Archford Capital Strategies LLC | 14,454 | $354K | 0.1% | -41.8% | 0.132% | |
10/26/2023 | Hills Bank & Trust Co | 161,467 | $3.95M | 0.5% | N/A | 1.475% | |
10/18/2023 | Private Trust Co. NA | 8,507 | $208K | 0.0% | +8.5% | 0.078% | |
10/17/2023 | Heartwood Wealth Advisors LLC | 622,754 | $15.25M | 2.2% | +2.9% | 5.687% | |
10/11/2023 | Praetorian Wealth Management Inc. | 226,637 | $5.55M | 1.8% | +1.9% | 2.070% | |
10/10/2023 | Confluence Investment Management LLC | 12,232 | $299K | 0.0% | -88.5% | 0.112% | |
8/23/2023 | Stonebridge Capital Advisors LLC | 6,700 | $168K | 0.0% | +17.5% | 0.061% | |
8/9/2023 | Flow Traders U.S. LLC | 10,838 | $272K | 0.0% | N/A | 0.100% | |
8/7/2023 | Kades & Cheifetz LLC | 10,980 | $275K | 0.2% | +10.5% | 0.101% | |
8/4/2023 | Parallel Advisors LLC | 5,500 | $138K | 0.0% | N/A | 0.051% | |
8/4/2023 | Sandy Spring Bank | 35,390 | $887K | 0.0% | +3.3% | 0.326% | |
8/2/2023 | Newman Dignan & Sheerar Inc. | 33,827 | $848K | 0.3% | +42.1% | 0.312% | |
8/2/2023 | Archford Capital Strategies LLC | 24,816 | $624K | 0.1% | +79.0% | 0.229% | |
7/28/2023 | Private Trust Co. NA | 7,842 | $197K | 0.0% | -18.4% | 0.072% | |
7/26/2023 | Janney Montgomery Scott LLC | 8,440 | $212K | 0.0% | N/A | 0.078% | |
7/19/2023 | Heartwood Wealth Advisors LLC | 605,246 | $15.17M | 2.2% | +5.9% | 5.578% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 36,420 | $913K | 0.0% | -12.0% | 0.336% | |
7/10/2023 | Praetorian Wealth Management Inc. | 222,445 | $5.58M | 1.7% | -0.9% | 2.050% | |
7/3/2023 | Confluence Investment Management LLC | 106,611 | $2.67M | 0.0% | -1.0% | 1.020% | |
5/12/2023 | Stonebridge Capital Advisors LLC | 5,700 | $145K | 0.0% | +130.9% | 0.055% | |
5/12/2023 | NewEdge Advisors LLC | 220,102 | $5.60M | 0.1% | -11.6% | 2.116% | |
5/9/2023 | US Bancorp DE | 624,190 | $15.89M | 0.0% | +8.4% | 6.002% | |
5/8/2023 | Kades & Cheifetz LLC | 9,940 | $253K | 0.2% | N/A | 0.096% | |
5/5/2023 | Sandy Spring Bank | 34,275 | $873K | 0.0% | +6.4% | 0.330% | |
5/3/2023 | Arrow Financial Corp | 10,327 | $263K | 0.0% | +4.8% | 0.099% | |
4/14/2023 | Heartwood Wealth Advisors LLC | 571,772 | $14.56M | 2.2% | +8.6% | 5.498% | |
4/12/2023 | Praetorian Wealth Management Inc. | 224,358 | $5.71M | 1.9% | +16.8% | 2.157% | |
4/4/2023 | Confluence Investment Management LLC | 107,715 | $2.74M | 0.0% | +931.8% | 1.077% | |
2/10/2023 | Sandy Spring Bank | 32,205 | $808K | 0.0% | +15.7% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 35,920 | $901K | 0.0% | +86.1% | 0.000% | |
2/2/2023 | Arrow Financial Corp | 9,857 | $247K | 0.0% | +22.6% | 0.000% | |
1/26/2023 | Archford Capital Strategies LLC | 13,696 | $343K | 0.1% | +13.6% | 0.000% | |
1/24/2023 | Harbor Investment Advisory LLC | 1,229 | $31K | 0.0% | N/A | 0.000% | |
1/20/2023 | Newman Dignan & Sheerar Inc. | 23,807 | $597K | 0.2% | N/A | 0.000% | |
1/18/2023 | Private Trust Co. NA | 9,894 | $248K | 0.0% | N/A | 0.000% | |
1/12/2023 | Heartwood Wealth Advisors LLC | 526,701 | $13.21M | 2.1% | -3.3% | 0.000% | |
1/11/2023 | Praetorian Wealth Management Inc. | 192,075 | $4.82M | 1.7% | +11.8% | 0.000% | |
1/5/2023 | Capital Investment Advisors LLC | 17,408 | $437K | 0.0% | +109.7% | 0.000% | |
1/4/2023 | Confluence Investment Management LLC | 10,440 | $262K | 0.0% | -95.2% | 0.000% | |