11/29/2024 | American Trust | 10,436 | $250K | 0.0% | N/A | 0.014% | |
11/15/2024 | Integrated Wealth Concepts LLC | 756,554 | $18.16M | 0.2% | -14.5% | 1.007% | |
11/14/2024 | Flow Traders U.S. LLC | 358,600 | $8.61M | 0.4% | +1,030.8% | 0.477% | |
11/14/2024 | Captrust Financial Advisors | 3,502,931 | $84.07M | 0.2% | -85.3% | 4.661% | |
11/14/2024 | Atlantic Union Bankshares Corp | 19,244 | $462K | 0.0% | -95.3% | 0.026% | |
11/13/2024 | Private Trust Co. NA | 15,594 | $374K | 0.0% | -20.4% | 0.021% | |
11/13/2024 | Boston Family Office LLC | 71,139 | $1.71M | 0.1% | -31.6% | 0.095% | |
11/6/2024 | Archer Investment Corp | 162,019 | $3.89M | 1.0% | -1.8% | 0.216% | |
11/4/2024 | Kennebec Savings Bank | 1,713 | $41K | 0.0% | N/A | 0.002% | |
11/1/2024 | Leavell Investment Management Inc. | 157,421 | $3.78M | 0.2% | -19.0% | 0.208% | |
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10/29/2024 | Janney Montgomery Scott LLC | 202,536 | $4.86M | 0.0% | +0.5% | 0.264% | |
10/29/2024 | Farther Finance Advisors LLC | 48,374 | $1.16M | 0.0% | -25.8% | 0.063% | |
10/28/2024 | Hills Bank & Trust Co | 1,945,160 | $46.68M | 3.5% | -2.7% | 2.533% | |
10/25/2024 | Strategic Blueprint LLC | 199,232 | $4.78M | 0.3% | -15.7% | 0.256% | |
10/25/2024 | True Link Financial Advisors LLC | 37,600 | $902K | 0.1% | -50.2% | 0.048% | |
10/23/2024 | Cross Staff Investments Inc | 14,185 | $340K | 0.3% | -22.4% | 0.018% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 44,681 | $1.07M | 0.2% | -24.7% | 0.057% | |
10/23/2024 | PSI Advisors LLC | 288,235 | $6.92M | 2.0% | +2.2% | 0.370% | |
10/22/2024 | Eastern Bank | 4,508 | $108K | 0.0% | N/A | 0.006% | |
10/9/2024 | Pinnacle Bancorp Inc. | 2,086 | $50K | 0.0% | -47.6% | 0.003% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 10,346 | $248K | 0.0% | -5.5% | 0.009% | |
8/2/2024 | Mascoma Wealth Management LLC | 8,400 | $201K | 0.1% | -38.4% | 0.007% | |
8/2/2024 | Archer Investment Corp | 165,054 | $3.96M | 1.2% | +2.8% | 0.146% | |
7/31/2024 | Farther Finance Advisors LLC | 65,206 | $1.56M | 0.1% | +16.5% | 0.058% | |
7/31/2024 | IFG Advisory LLC | 184,066 | $4.41M | 0.3% | -14.3% | 0.163% | |
7/29/2024 | Arkadios Wealth Advisors | 29,875 | $716K | 0.0% | N/A | 0.026% | |
7/27/2024 | Strategic Blueprint LLC | 236,400 | $5.67M | 0.4% | -19.1% | 0.208% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 770,989 | $18.49M | 0.1% | -2.1% | 0.679% | |
7/25/2024 | Hills Bank & Trust Co | 1,998,580 | $47.93M | 3.9% | +3.9% | 1.761% | |
7/25/2024 | Atlantic Union Bankshares Corp | 412,620 | $9.89M | 0.6% | +21.0% | 0.362% | |
7/23/2024 | PSI Advisors LLC | 282,062 | $6.76M | 2.1% | +70.4% | 0.247% | |
7/22/2024 | Horizons Wealth Management | 28,284 | $677K | 0.5% | -26.0% | 0.025% | |
7/17/2024 | Montecito Bank & Trust | 46,649 | $1.12M | 0.2% | +1.0% | 0.041% | |
7/17/2024 | Leavell Investment Management Inc. | 194,398 | $4.66M | 0.3% | -0.4% | 0.169% | |
7/12/2024 | True Link Financial Advisors LLC | 75,445 | $1.81M | 0.2% | -17.3% | 0.065% | |
5/16/2024 | Captrust Financial Advisors | 21,426,891 | $512.96M | 1.7% | +12.4% | 17.945% | |
5/14/2024 | InterOcean Capital Group LLC | 1,488,794 | $35.64M | 0.9% | -1.3% | 1.247% | |
5/9/2024 | JDM Financial Group LLC | 19,093 | $457K | 0.3% | +12.4% | 0.016% | |
5/9/2024 | Portland Global Advisors LLC | 47,207 | $1.13M | 0.2% | N/A | 0.040% | |
5/4/2024 | Gould Asset Management LLC CA | 49,415 | $1.18M | 0.3% | +59.3% | 0.041% | |
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5/3/2024 | United Community Bank | 1,996 | $48K | 0.0% | N/A | 0.002% | |
5/1/2024 | Janney Montgomery Scott LLC | 203,178 | $4.86M | 0.0% | -1.7% | 0.170% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 50,338 | $1.21M | 0.2% | -5.1% | 0.042% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 787,455 | $18.85M | 0.1% | +13.3% | 0.654% | |
4/24/2024 | Leavell Investment Management Inc. | 195,081 | $4.67M | 0.3% | +0.8% | 0.162% | |
4/24/2024 | PSI Advisors LLC | 165,546 | $3.96M | 1.4% | +68.3% | 0.137% | |
4/23/2024 | WASHINGTON TRUST Co | 3,000 | $72K | 0.0% | N/A | 0.002% | |
4/23/2024 | Strategic Blueprint LLC | 292,286 | $7.00M | 0.5% | +20.3% | 0.243% | |
4/19/2024 | American National Bank & Trust Co. VA | 11,270 | $270K | 0.1% | N/A | 0.009% | |
4/19/2024 | True Link Financial Advisors LLC | 91,193 | $2.18M | 0.2% | +5.2% | 0.076% | |
4/16/2024 | Atlantic Union Bankshares Corp | 340,929 | $8.16M | 0.7% | +23.7% | 0.283% | |
2/12/2024 | Boston Family Office LLC | 110,060 | $2.63M | 0.2% | +23.9% | 0.092% | |
2/9/2024 | Atlantic Private Wealth LLC | 185,145 | $4.42M | 3.9% | +24.9% | 0.154% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 695,267 | $16.59M | 0.1% | +135.3% | 0.579% | |
2/9/2024 | InterOcean Capital Group LLC | 1,507,671 | $35.97M | 1.0% | +99.0% | 1.256% | |
2/8/2024 | Janney Montgomery Scott LLC | 206,632 | $4.93M | 0.0% | +9.6% | 0.172% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 25,633 | $612K | 0.0% | -43.1% | 0.021% | |
2/7/2024 | Hills Bank & Trust Co | 1,591,657 | $37.98M | 3.7% | +27.0% | 1.326% | |
2/7/2024 | Bogart Wealth LLC | 2,874 | $69K | 0.0% | N/A | 0.002% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 185,434 | $4.42M | 1.2% | +41.4% | 0.155% | |
2/6/2024 | First Horizon Advisors Inc. | 3,783 | $90K | 0.0% | N/A | 0.003% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 14,772 | $352K | 0.1% | -22.5% | 0.012% | |
2/2/2024 | Gould Asset Management LLC CA | 31,015 | $740K | 0.2% | +122.3% | 0.026% | |
2/1/2024 | PSI Advisors LLC | 98,373 | $2.35M | 0.9% | +27.4% | 0.082% | |
1/31/2024 | Archer Investment Corp | 151,364 | $3.61M | 1.2% | +130.4% | 0.126% | |
1/30/2024 | Scissortail Wealth Management LLC | 681,793 | $16.32M | 5.2% | +2.4% | 0.567% | |
1/25/2024 | Strategic Blueprint LLC | 242,965 | $5.80M | 0.5% | +134.2% | 0.204% | |
1/24/2024 | Mascoma Wealth Management LLC | 15,103 | $360K | 0.1% | +10.0% | 0.013% | |
1/24/2024 | Private Trust Co. NA | 19,582 | $467K | 0.1% | +14.4% | 0.016% | |
1/23/2024 | Leavell Investment Management Inc. | 193,569 | $4.62M | 0.3% | +18.9% | 0.163% | |
1/19/2024 | True Link Financial Advisors LLC | 86,713 | $2.07M | 0.2% | +174.9% | 0.074% | |
1/19/2024 | Atlantic Union Bankshares Corp | 275,655 | $6.58M | 0.6% | -14.2% | 0.234% | |
1/17/2024 | IFG Advisory LLC | 252,706 | $6.03M | 0.4% | +153.2% | 0.214% | |
1/8/2024 | Horizons Wealth Management | 38,210 | $912K | 0.6% | +15.2% | 0.033% | |
1/5/2024 | Montecito Bank & Trust | 46,189 | $1.10M | 0.2% | +340.1% | 0.040% | |
11/16/2023 | JDM Financial Group LLC | 16,647 | $397K | 0.4% | +6.4% | 0.015% | |
11/15/2023 | Integrated Wealth Concepts LLC | 647,969 | $15.45M | 0.3% | +31.9% | 0.585% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 45,033 | $1.07M | 0.1% | +636.3% | 0.041% | |
11/9/2023 | Atlantic Private Wealth LLC | 148,252 | $3.53M | 3.6% | +4.4% | 0.134% | |
11/8/2023 | Janney Montgomery Scott LLC | 188,528 | $4.50M | 0.0% | N/A | 0.170% | |
11/8/2023 | Archer Investment Corp | 65,692 | $1.57M | 0.6% | +47.1% | 0.059% | |
11/6/2023 | Eldridge Investment Advisors Inc. | 131,144 | $3.12M | 1.0% | +660.4% | 0.118% | |
11/6/2023 | Black Swift Group LLC | 19,200 | $458K | 0.1% | N/A | 0.017% | |
10/30/2023 | True Link Financial Advisors LLC | 31,549 | $752K | 0.1% | +14.2% | 0.029% | |
10/27/2023 | Princeton Global Asset Management LLC | 3,750 | $89K | 0.0% | +127.3% | 0.003% | |
10/26/2023 | Hills Bank & Trust Co | 1,253,290 | $29.88M | 3.5% | +215.3% | 1.137% | |
10/25/2023 | OLD Second National Bank of Aurora | 15,234 | $363K | 0.1% | -2.9% | 0.014% | |
10/24/2023 | Arlington Partners LLC | 18,915 | $451K | 0.2% | N/A | 0.017% | |
10/24/2023 | Gould Asset Management LLC CA | 13,955 | $333K | 0.1% | -5.3% | 0.013% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 295,444 | $7.04M | 0.0% | +12.3% | 0.270% | |
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10/23/2023 | Scissortail Wealth Management LLC | 666,030 | $15.87M | 12.5% | +1.5% | 0.609% | |
10/20/2023 | Atlantic Union Bankshares Corp | 321,173 | $7.66M | 0.8% | +12.7% | 0.293% | |
10/18/2023 | Pinnacle Bancorp Inc. | 3,978 | $95K | 0.0% | +90.7% | 0.004% | |
10/17/2023 | Cross Staff Investments Inc | 18,275 | $436K | 0.4% | -7.6% | 0.017% | |
10/16/2023 | Montecito Bank & Trust | 10,495 | $250K | 0.1% | N/A | 0.010% | |
10/16/2023 | Leavell Investment Management Inc. | 162,805 | $3.88M | 0.3% | +3.4% | 0.151% | |
10/13/2023 | PSI Advisors LLC | 77,211 | $1.84M | 0.8% | +29.8% | 0.072% | |
10/12/2023 | Horizons Wealth Management | 33,170 | $791K | 0.6% | +50.9% | 0.031% | |
10/10/2023 | Confluence Investment Management LLC | 615,087 | $14.66M | 0.2% | +16.6% | 0.576% | |
9/12/2023 | Farther Finance Advisors LLC | 1,450 | $35K | 0.0% | +212.5% | 0.001% | |