11/1/2024 | Atria Investments Inc | 32,998 | $1.89M | 0.0% | -7.9% | 0.039% | |
11/1/2024 | Beta Wealth Group Inc. | 62,572 | $3.58M | 1.6% | +2.8% | 0.074% | |
11/1/2024 | Pegasus Partners Ltd. | 10,428 | $597K | 0.1% | +4.3% | 0.012% | |
11/1/2024 | Rovin Capital UT ADV | 28,996 | $1.66M | 0.6% | -2.0% | 0.035% | |
11/1/2024 | Philip James Wealth Mangement LLC | 269,187 | $15.40M | 1.9% | +1.9% | 0.320% | |
11/1/2024 | Presidio Capital Management LLC | 38,591 | $2.21M | 1.4% | -2.7% | 0.046% | |
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11/1/2024 | Winthrop Advisory Group LLC | 348,785 | $19.96M | 2.4% | +4,254.4% | 0.415% | |
10/31/2024 | Graypoint LLC | 20,496 | $1.17M | 0.1% | -18.4% | 0.024% | |
10/31/2024 | LGT Financial Advisors LLC | 1,481 | $85K | 0.2% | -13.3% | 0.002% | |
10/31/2024 | Family Asset Management LLC | 12,502 | $715K | 0.4% | -3.1% | 0.015% | |
10/29/2024 | Janney Montgomery Scott LLC | 134,352 | $7.69M | 0.0% | +210.6% | 0.160% | |
10/29/2024 | Sage Financial Group Inc. | 68,207 | $3.90M | 0.3% | +0.3% | 0.081% | |
10/28/2024 | Lowe Brockenbrough & Co. Inc. | 70,195 | $4.02M | 0.3% | N/A | 0.084% | |
10/28/2024 | Focus Financial Network Inc. | 8,696 | $498K | 0.0% | -3.4% | 0.010% | |
10/28/2024 | Reston Wealth Management LLC | 1,211 | $69K | 0.0% | N/A | 0.001% | |
10/28/2024 | US Bancorp DE | 760,102 | $43.49M | 0.1% | +2.0% | 0.905% | |
10/28/2024 | Catalyst Financial Partners LLC | 34,758 | $1.99M | 0.4% | +12.1% | 0.041% | |
10/25/2024 | Financial Advocates Investment Management | 24,200 | $1.39M | 0.1% | +106.0% | 0.029% | |
10/25/2024 | Cornerstone Wealth Group LLC | 367,024 | $21.00M | 1.7% | -3.2% | 0.437% | |
10/25/2024 | JFS Wealth Advisors LLC | 41,214 | $2.36M | 0.2% | -1.1% | 0.049% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 16,720 | $957K | 0.4% | +70.4% | 0.020% | |
10/25/2024 | Eagle Strategies LLC | 6,212 | $355K | 0.1% | -10.3% | 0.007% | |
10/25/2024 | Diversify Advisory Services LLC | 39,950 | $2.22M | 0.1% | -14.7% | 0.048% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 106,445 | $6.09M | 0.0% | +4.5% | 0.127% | |
10/24/2024 | Arkadios Wealth Advisors | 46,359 | $2.65M | 0.2% | +6.0% | 0.055% | |
10/24/2024 | Sageworth Trust Co | 1,510,699 | $86.44M | 5.2% | -0.8% | 1.798% | |
10/23/2024 | Osborne Partners Capital Management LLC | 319,250 | $18.27M | 1.0% | -0.5% | 0.380% | |
10/23/2024 | Smith & Howard Wealth Management LLC | 95,232 | $5.45M | 1.5% | -1.0% | 0.113% | |
10/23/2024 | Country Club Bank | 19,133 | $1.10M | 0.1% | +17.3% | 0.023% | |
10/22/2024 | International Assets Investment Management LLC | 24,891 | $1.42M | 0.0% | +6,911.5% | 0.030% | |
10/22/2024 | Private Advisor Group LLC | 19,047 | $1.09M | 0.0% | +66.2% | 0.023% | |
10/22/2024 | Waldron Private Wealth LLC | 5,798 | $332K | 0.0% | +7.9% | 0.007% | |
10/22/2024 | Leo Wealth LLC | 18,193 | $1.04M | 0.1% | -12.3% | 0.022% | |
10/22/2024 | Sierra Capital LLC | 56,197 | $3.22M | 0.4% | -0.7% | 0.067% | |
10/22/2024 | Sequoia Financial Advisors LLC | 224,448 | $12.84M | 0.1% | -2.0% | 0.267% | |
10/21/2024 | Maple Capital Management Inc. | 11,776 | $674K | 0.1% | +2.4% | 0.014% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 63,422 | $3.63M | 0.1% | -15.4% | 0.076% | |
10/21/2024 | Whittier Trust Co. | 157,036 | $8.99M | 0.1% | -3.0% | 0.187% | |
10/21/2024 | Cassia Capital Partners LLC | 145,110 | $8.30M | 5.5% | -2.0% | 0.173% | |
10/18/2024 | Raymond James & Associates | 176,179 | $10.08M | 0.0% | +3.0% | 0.210% | |
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10/18/2024 | First Citizens Bank & Trust Co. | 37,274 | $2.13M | 0.0% | -7.1% | 0.044% | |
10/18/2024 | Capital Investment Advisors LLC | 461,844 | $26.43M | 0.5% | -2.1% | 0.550% | |
10/18/2024 | Blue Trust Inc. | 132,309 | $7.03M | 0.1% | -1.9% | 0.158% | |
10/17/2024 | Aaron Wealth Advisors LLC | 88,391 | $5.06M | 0.6% | -11.6% | 0.105% | |
10/17/2024 | Claro Advisors LLC | 2,774 | $159K | 0.0% | -79.5% | 0.003% | |
10/17/2024 | Madrona Financial Services LLC | 17,421 | $997K | 0.3% | +78.8% | 0.021% | |
10/16/2024 | Bleakley Financial Group LLC | 10,963 | $627K | 0.0% | +95.1% | 0.013% | |
10/16/2024 | Global Retirement Partners LLC | 29,476 | $1.69M | 0.1% | -71.7% | 0.035% | |
10/16/2024 | SPC Financial Inc. | 66,437 | $3.80M | 0.3% | +4.1% | 0.079% | |
10/16/2024 | Stage Harbor Financial LLC | 87,206 | $4.95M | 4.2% | -1.6% | 0.104% | |
10/15/2024 | Astoria Strategic Wealth Inc. | 36,909 | $2.11M | 0.6% | -3.3% | 0.044% | |
10/15/2024 | Magnus Financial Group LLC | 9,406 | $538K | 0.1% | -4.2% | 0.011% | |
10/11/2024 | Creative Planning | 135,781 | $7.77M | 0.0% | +1.9% | 0.162% | |
10/11/2024 | Procyon Advisors LLC | 19,164 | $1.10M | 0.1% | -2.3% | 0.023% | |
10/10/2024 | Valeo Financial Advisors LLC | 4,860 | $278K | 0.0% | -4.7% | 0.006% | |
10/9/2024 | Quotient Wealth Partners LLC | 4,834 | $277K | 0.0% | +8.7% | 0.006% | |
10/9/2024 | Syntrinsic LLC | 14,388 | $823K | 0.3% | -3.4% | 0.017% | |
10/8/2024 | CWM LLC | 3,353 | $192K | 0.0% | -52.1% | 0.004% | |
10/8/2024 | Brightwater Advisory LLC | 32,715 | $1.87M | 1.4% | -4.1% | 0.039% | |
10/8/2024 | Saxon Interests Inc. | 5,750 | $329K | 0.1% | -24.5% | 0.007% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 21,047 | $1.20M | 0.1% | +50.2% | 0.025% | |
10/8/2024 | City Holding Co. | 22,685 | $1.30M | 0.2% | +15.2% | 0.027% | |
10/8/2024 | Legacy Private Trust Co. | 311,395 | $17.82M | 1.2% | -6.2% | 0.371% | |
10/8/2024 | Tlwm | 815,103 | $46.64M | 9.5% | +0.7% | 0.970% | |
10/8/2024 | Williams & Novak LLC | 9,904 | $567K | 0.5% | -3.7% | 0.012% | |
10/8/2024 | Cardinal Point Capital Management ULC | 3,732 | $214K | 0.0% | N/A | 0.004% | |
10/7/2024 | Smith Anglin Financial LLC | 16,809 | $962K | 0.1% | -21.8% | 0.020% | |
10/7/2024 | GAMMA Investing LLC | 1,314 | $75K | 0.0% | -22.6% | 0.002% | |
10/5/2024 | Corrigan Financial Inc. | 56,152 | $3.21M | 0.7% | -1.3% | 0.067% | |
10/5/2024 | Harbor Investment Advisory LLC | 12,494 | $715K | 0.1% | +8.9% | 0.015% | |
10/5/2024 | Mirador Capital Partners LP | 7,190 | $411K | 0.1% | +4.2% | 0.009% | |
10/5/2024 | Goelzer Investment Management Inc. | 109,570 | $6.27M | 0.3% | -4.0% | 0.130% | |
10/3/2024 | Apella Capital LLC | 111,319 | $6.37M | 0.3% | -1.0% | 0.133% | |
10/3/2024 | Park Avenue Securities LLC | 127,420 | $7.29M | 0.1% | +23.1% | 0.152% | |
10/3/2024 | SG Americas Securities LLC | 437,000 | $25.01M | 0.1% | N/A | 0.520% | |
10/2/2024 | Dentgroup LLC | 110,715 | $6.34M | 4.7% | +0.4% | 0.132% | |
9/10/2024 | Prio Wealth Limited Partnership | 79,180 | $4.21M | 0.1% | -36.2% | 0.094% | |
9/10/2024 | Brightwater Advisory LLC | 34,118 | $1.81M | 1.3% | N/A | 0.041% | |
9/5/2024 | Sanctuary Advisors LLC | 42,520 | $2.23M | 0.0% | N/A | 0.051% | |
8/28/2024 | RiverFront Investment Group LLC | 9,742 | $518K | 0.0% | N/A | 0.012% | |
8/22/2024 | Cetera Investment Advisers | 175,669 | $9.33M | 0.0% | +23.1% | 0.209% | |
8/21/2024 | SPC Financial Inc. | 63,815 | $3.39M | 0.3% | +3.8% | 0.076% | |
8/21/2024 | Truist Financial Corp | 214,532 | $11.40M | 0.0% | +18.1% | 0.255% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 21,200 | $1.13M | 0.0% | +1.2% | 0.025% | |
8/16/2024 | NewEdge Advisors LLC | 193,631 | $10.29M | 0.1% | -0.4% | 0.231% | |
8/16/2024 | Creative Planning | 133,234 | $7.08M | 0.0% | -9.5% | 0.159% | |
8/16/2024 | Kathmere Capital Management LLC | 4,452 | $237K | 0.0% | N/A | 0.005% | |
8/15/2024 | AQR Capital Management LLC | 14,815 | $787K | 0.0% | N/A | 0.018% | |
8/14/2024 | Insigneo Advisory Services LLC | 18,635 | $950K | 0.1% | N/A | 0.022% | |
8/14/2024 | Mill Creek Capital Advisors LLC | 250,226 | $13.29M | 0.3% | -0.3% | 0.298% | |
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8/14/2024 | Bank of Montreal Can | 435,694 | $23.23M | 0.0% | +3,202.2% | 0.519% | |
8/14/2024 | DRW Securities LLC | 124,134 | $6.63M | 0.3% | -14.9% | 0.148% | |
8/14/2024 | Edge Capital Group LLC | 20,402 | $1.08M | 0.1% | -15.2% | 0.024% | |
8/14/2024 | Itau Unibanco Holding S.A. | 102,649 | $5.45M | 0.2% | N/A | 0.122% | |
8/13/2024 | Hancock Whitney Corp | 84,545 | $4.49M | 0.2% | N/A | 0.101% | |
8/13/2024 | Thrivent Financial for Lutherans | 39,856 | $2.12M | 0.0% | -16.5% | 0.047% | |
8/13/2024 | King Luther Capital Management Corp | 59,090 | $3.14M | 0.0% | -20.6% | 0.070% | |
8/13/2024 | GM Advisory Group LLC | 627,256 | $33.33M | 2.2% | +7.6% | 0.747% | |
8/12/2024 | Blair William & Co. IL | 273,981 | $14.56M | 0.0% | +1.9% | 0.326% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 46,364 | $2.46M | 0.0% | -4.6% | 0.055% | |