11/5/2024 | Harbour Investments Inc. | 17,126 | $335K | 0.0% | +138.7% | 0.008% | |
11/4/2024 | Addison Advisors LLC | 196,085 | $3.84M | 1.1% | +15.7% | 0.096% | |
11/4/2024 | G2 Capital Management LLC OH | 93,727 | $1.83M | 0.5% | +1.1% | 0.046% | |
11/1/2024 | Atria Investments Inc | 64,377 | $1.26M | 0.0% | +6.3% | 0.032% | |
11/1/2024 | Carmel Capital Partners LLC | 248,734 | $4.87M | 1.9% | +13.6% | 0.122% | |
11/1/2024 | Rovin Capital UT ADV | 223,746 | $4.38M | 1.6% | +4.1% | 0.110% | |
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11/1/2024 | First Fiduciary Investment Counsel Inc. | 26,491 | $518K | 0.1% | +10.7% | 0.013% | |
11/1/2024 | Leavell Investment Management Inc. | 107,104 | $2.10M | 0.1% | -6.9% | 0.053% | |
11/1/2024 | Strategic Family Wealth Counselors L.L.C. | 32,593 | $638K | 0.2% | N/A | 0.016% | |
10/31/2024 | Concurrent Investment Advisors LLC | 12,923 | $253K | 0.0% | N/A | 0.006% | |
10/30/2024 | Solitude Financial Services | 14,300 | $280K | 0.1% | -51.4% | 0.007% | |
10/29/2024 | Whitener Capital Management Inc. | 17,742 | $347K | 0.1% | N/A | 0.009% | |
10/29/2024 | Latitude Advisors LLC | 18,415 | $360K | 0.2% | +15.3% | 0.009% | |
10/29/2024 | Janney Montgomery Scott LLC | 747,225 | $14.62M | 0.0% | -0.1% | 0.366% | |
10/29/2024 | Key Financial Inc | 67,855 | $1.33M | 0.3% | +40.3% | 0.033% | |
10/29/2024 | Arlington Trust Co LLC | 2,601 | $51K | 0.0% | N/A | 0.001% | |
10/29/2024 | Farther Finance Advisors LLC | 2,568 | $50K | 0.0% | -34.4% | 0.001% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 126,753 | $2.48M | 0.1% | +0.5% | 0.062% | |
10/28/2024 | Hills Bank & Trust Co | 2,559,196 | $50.06M | 3.8% | +3.0% | 1.255% | |
10/28/2024 | Stephens Inc. AR | 119,620 | $2.34M | 0.0% | +70.1% | 0.059% | |
10/28/2024 | US Bancorp DE | 12,235 | $239K | 0.0% | +6.5% | 0.006% | |
10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,326 | $26K | 0.0% | N/A | 0.001% | |
10/25/2024 | MONECO Advisors LLC | 459,213 | $8.98M | 1.1% | +114.8% | 0.226% | |
10/25/2024 | SFE Investment Counsel | 174,420 | $3.41M | 0.7% | +1.7% | 0.086% | |
10/24/2024 | Old Port Advisors | 174,437 | $3.41M | 0.9% | +2.9% | 0.086% | |
10/24/2024 | Sound Stewardship LLC | 362,523 | $7.09M | 4.0% | +3.4% | 0.178% | |
10/24/2024 | J.W. Cole Advisors Inc. | 31,074 | $608K | 0.0% | +71.2% | 0.015% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 208,774 | $4.08M | 0.0% | +23.4% | 0.103% | |
10/24/2024 | Arkadios Wealth Advisors | 24,285 | $475K | 0.0% | +6.0% | 0.012% | |
10/23/2024 | Country Club Bank | 221,460 | $4.34M | 0.3% | +1.2% | 0.109% | |
10/23/2024 | Tenon Financial LLC | 123,416 | $2.41M | 1.6% | +42.3% | 0.061% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 23,970 | $469K | 0.3% | +7.4% | 0.012% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 96,732 | $1.89M | 0.1% | -16.6% | 0.048% | |
10/22/2024 | International Assets Investment Management LLC | 1,150,552 | $22.51M | 0.0% | +41,257.0% | 0.569% | |
10/22/2024 | MFA Wealth Advisors LLC | 993,239 | $19.43M | 4.2% | -43.5% | 0.491% | |
10/22/2024 | Altus Wealth Group LLC | 113,272 | $2.22M | 0.9% | -17.8% | 0.056% | |
10/22/2024 | Rebalance LLC | 409,806 | $8.02M | 0.6% | +3.0% | 0.203% | |
10/22/2024 | Sterling Financial Group Inc. | 34,792 | $681K | 0.3% | -8.3% | 0.017% | |
10/22/2024 | Marietta Wealth Management LLC | 307,374 | $6.01M | 0.9% | +1.9% | 0.152% | |
10/22/2024 | Segment Wealth Management LLC | 61,883 | $1.21M | 0.1% | -2.8% | 0.031% | |
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10/22/2024 | Private Advisor Group LLC | 384,171 | $7.51M | 0.0% | +5.7% | 0.190% | |
10/22/2024 | Leo Wealth LLC | 70,630 | $1.38M | 0.1% | +25.8% | 0.035% | |
10/22/2024 | Eastern Bank | 409,750 | $8.02M | 0.1% | -74.2% | 0.202% | |
10/21/2024 | Foundations Investment Advisors LLC | 33,110 | $648K | 0.0% | +58.7% | 0.016% | |
10/21/2024 | Western Financial Corp CA | 36,814 | $720K | 0.4% | +9.6% | 0.018% | |
10/21/2024 | Denver Wealth Management Inc. | 91,510 | $1.79M | 0.8% | +29.8% | 0.045% | |
10/21/2024 | Trilogy Capital Inc. | 237,500 | $4.65M | 0.2% | +2.8% | 0.117% | |
10/21/2024 | Koss Olinger Consulting LLC | 40,180 | $786K | 0.1% | +1.8% | 0.020% | |
10/18/2024 | AA Financial Advisors LLC | 108,506 | $2.12M | 0.6% | +75.0% | 0.054% | |
10/18/2024 | Raymond James & Associates | 1,951,621 | $38.17M | 0.0% | -5.8% | 0.965% | |
10/18/2024 | Capital Investment Advisors LLC | 24,600 | $481K | 0.0% | -9.9% | 0.012% | |
10/18/2024 | Net Worth Advisory Group | 15,318 | $300K | 0.1% | N/A | 0.008% | |
10/18/2024 | Kirr Marbach & Co. LLC IN | 800,010 | $15.65M | 3.5% | +0.6% | 0.396% | |
10/17/2024 | Fusion Family Wealth LLC | 1,719,433 | $33.63M | 3.1% | +1.4% | 0.850% | |
10/17/2024 | Claro Advisors LLC | 11,757 | $230K | 0.0% | -9.7% | 0.006% | |
10/17/2024 | Sax Wealth Advisors LLC | 24,294 | $475K | 0.0% | +63.0% | 0.012% | |
10/17/2024 | BCS Wealth Management | 552,899 | $10.82M | 4.6% | +16.5% | 0.273% | |
10/16/2024 | Secure Asset Management LLC | 126,860 | $2.48M | 0.4% | +7.4% | 0.063% | |
10/16/2024 | Global Retirement Partners LLC | 34,017 | $665K | 0.0% | -15.2% | 0.017% | |
10/16/2024 | Good Life Advisors LLC | 356,580 | $6.98M | 0.4% | +79.5% | 0.176% | |
10/16/2024 | Ironwood Financial llc | 484,704 | $9.48M | 2.0% | +12.3% | 0.240% | |
10/16/2024 | Hengehold Capital Management LLC | 339,444 | $6.64M | 0.6% | +3.4% | 0.168% | |
10/16/2024 | Sensible Money LLC | 26,012 | $509K | 0.2% | +10.9% | 0.013% | |
10/16/2024 | Cornerstone Wealth Management LLC | 506,582 | $9.91M | 0.7% | +8.2% | 0.251% | |
10/16/2024 | Kaydan Wealth Management Inc. | 15,598 | $305K | 0.1% | -6.9% | 0.008% | |
10/16/2024 | Sentinel Pension Advisors Inc. | 419,827 | $8.21M | 1.6% | -6.5% | 0.208% | |
10/16/2024 | Asset Dedication LLC | 1,426,103 | $27.90M | 1.9% | +3.1% | 0.727% | |
10/16/2024 | Capstone Wealth Management Group LLC | 903,205 | $17.67M | 10.5% | +2.0% | 0.461% | |
10/11/2024 | Creative Planning | 55,927 | $1.09M | 0.0% | +20.0% | 0.028% | |
10/11/2024 | Novare Capital Management LLC | 140,403 | $2.75M | 0.2% | -1.1% | 0.071% | |
10/11/2024 | Armstrong Advisory Group Inc. | 2,093 | $41K | 0.0% | -77.7% | 0.001% | |
10/10/2024 | Webster Bank N. A. | 69,791 | $1.37M | 0.1% | +11.9% | 0.035% | |
10/10/2024 | McCarthy & Cox | 765,094 | $14.97M | 5.7% | -7.6% | 0.386% | |
10/10/2024 | Carnegie Investment Counsel | 334,586 | $6.55M | 0.2% | +3.5% | 0.169% | |
10/10/2024 | CRA Financial Services LLC | 104,527 | $2.05M | 0.4% | +62.9% | 0.053% | |
10/10/2024 | Evexia Wealth LLC | 78,878 | $1.54M | 0.5% | +15.6% | 0.040% | |
10/10/2024 | Silverlake Wealth Management LLC | 97,113 | $1.90M | 0.7% | +20.0% | 0.049% | |
10/9/2024 | Beaumont Financial Advisors LLC | 73,362 | $1.44M | 0.1% | -20.4% | 0.037% | |
10/9/2024 | Cypress Wealth Services LLC | 50,139 | $981K | 0.2% | +12.2% | 0.025% | |
10/8/2024 | CWM LLC | 47,555 | $930K | 0.0% | +9.7% | 0.024% | |
10/8/2024 | Gill Capital Partners LLC | 507,194 | $9.92M | 3.6% | +0.8% | 0.256% | |
10/8/2024 | Brookstone Capital Management | 1,598,076 | $31.26M | 0.5% | -1.0% | 0.806% | |
10/8/2024 | Atomi Financial Group Inc. | 30,303 | $593K | 0.0% | +148.7% | 0.015% | |
10/8/2024 | Legacy Private Trust Co. | 681,890 | $13.34M | 0.9% | +5.4% | 0.346% | |
10/8/2024 | Tlwm | 1,408,454 | $27.55M | 5.6% | +2.6% | 0.715% | |
10/7/2024 | GAMMA Investing LLC | 6,235 | $122K | 0.0% | +913.8% | 0.003% | |
10/5/2024 | Red Spruce Capital LLC | 627,127 | $12.27M | 5.6% | +4.5% | 0.318% | |
10/3/2024 | Monterey Private Wealth Inc. | 20,065 | $392K | 0.1% | N/A | 0.011% | |
10/3/2024 | Apella Capital LLC | 43,400 | $850K | 0.0% | -6.4% | 0.024% | |
10/3/2024 | Delta Financial Group Inc. | 19,597 | $383K | 0.1% | +7.8% | 0.011% | |
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10/2/2024 | Kades & Cheifetz LLC | 26,057 | $510K | 0.3% | +11.9% | 0.014% | |
9/20/2024 | Anchor Investment Management LLC | 883,682 | $16.95M | 1.7% | +8.5% | 0.484% | |
9/18/2024 | Sensible Money LLC | 23,453 | $450K | 0.2% | +2.7% | 0.013% | |
9/5/2024 | Sanctuary Advisors LLC | 124,097 | $2.37M | 0.0% | N/A | 0.068% | |
8/28/2024 | Souders Financial Advisors | 194,852 | $3.74M | 0.6% | +3.5% | 0.107% | |
8/22/2024 | Cetera Investment Advisers | 87,962 | $1.69M | 0.0% | +5.2% | 0.048% | |
8/21/2024 | Truist Financial Corp | 95,485 | $1.83M | 0.0% | +34.4% | 0.052% | |
8/16/2024 | Regal Investment Advisors LLC | 32,412 | $622K | 0.0% | -4.8% | 0.018% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 424,380 | $8.14M | 0.0% | +292.9% | 0.233% | |
8/16/2024 | NewEdge Advisors LLC | 304,213 | $5.83M | 0.0% | +20.9% | 0.167% | |