11/18/2024 | TD Private Client Wealth LLC | 401,020 | $21.12M | 0.6% | +24.9% | 0.100% | |
11/18/2024 | Mittelman Wealth Management | 48,644 | $2.56M | 1.5% | +133.3% | 0.012% | |
11/15/2024 | Greenwood Gearhart Inc. | 650,428 | $34.25M | 2.8% | +2.7% | 0.163% | |
11/15/2024 | Continuum Advisory LLC | 3,397 | $176K | 0.0% | +57.9% | 0.001% | |
11/15/2024 | Peloton Wealth Strategists | 11,357 | $598K | 0.2% | +7.5% | 0.003% | |
11/15/2024 | IHT Wealth Management LLC | 20,670 | $1.09M | 0.0% | +97.4% | 0.005% | |
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11/15/2024 | Integrated Wealth Concepts LLC | 87,069 | $4.59M | 0.1% | +0.3% | 0.022% | |
11/14/2024 | L.M. Kohn & Company | 17,119 | $901K | 0.2% | N/A | 0.004% | |
11/14/2024 | Captrust Financial Advisors | 2,747,270 | $144.67M | 0.4% | +26.5% | 0.687% | |
11/14/2024 | BNP Paribas | 13,757 | $724K | 0.0% | +675.9% | 0.003% | |
11/13/2024 | BNP Paribas Financial Markets | 97,229 | $5.12M | 0.0% | +112.5% | 0.024% | |
11/13/2024 | Private Trust Co. NA | 7,668 | $404K | 0.0% | +197.0% | 0.002% | |
11/13/2024 | Davis R M Inc. | 159,665 | $8.41M | 0.2% | -6.6% | 0.040% | |
11/13/2024 | Fisher Asset Management LLC | 7,423 | $391K | 0.0% | -37.8% | 0.002% | |
11/12/2024 | Cahill Financial Advisors Inc. | 11,410 | $601K | 0.1% | N/A | 0.003% | |
11/12/2024 | Icon Wealth Advisors LLC | 13,683 | $721K | 0.0% | +162.9% | 0.003% | |
11/12/2024 | Eagle Asset Management Inc. | 14,149 | $735K | 0.0% | +5.4% | 0.004% | |
11/8/2024 | Hilton Capital Management LLC | 173,323 | $9.13M | 0.7% | +4.2% | 0.043% | |
11/8/2024 | Avior Wealth Management LLC | 221,150 | $11.65M | 0.5% | -5.8% | 0.055% | |
11/8/2024 | SouthState Corp | 106,318 | $5.60M | 0.4% | -2.2% | 0.027% | |
11/6/2024 | Mount Lucas Management LP | 14,197 | $748K | 0.3% | +4.3% | 0.004% | |
11/6/2024 | Valley Wealth Managers Inc. | 751 | $40K | 0.0% | -31.2% | 0.000% | |
11/5/2024 | Haverford Trust Co | 1,932,071 | $101.74M | 1.0% | +2.5% | 0.483% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 218,891 | $11.53M | 0.2% | +21.2% | 0.055% | |
11/5/2024 | Mascoma Wealth Management LLC | 9,142 | $481K | 0.1% | -24.8% | 0.002% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 357,123 | $18.81M | 0.0% | -33.6% | 0.089% | |
11/5/2024 | FDx Advisors Inc. | 63,333 | $3.34M | 0.9% | -16.1% | 0.016% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 72,361 | $3.81M | 0.3% | +7.8% | 0.018% | |
11/4/2024 | Kennebec Savings Bank | 809 | $43K | 0.0% | N/A | 0.000% | |
11/4/2024 | Meritage Portfolio Management | 188,001 | $9.90M | 0.6% | -1.5% | 0.047% | |
11/1/2024 | Able Wealth Management LLC | 4,887 | $257K | 0.2% | -14.2% | 0.001% | |
11/1/2024 | Equitable Trust Co. | 119,061 | $6.27M | 0.4% | -6.6% | 0.029% | |
11/1/2024 | Leavell Investment Management Inc. | 351,511 | $18.51M | 0.9% | +18.2% | 0.086% | |
11/1/2024 | Hollencrest Capital Management | 61,021 | $3.21M | 0.1% | -3.2% | 0.015% | |
10/31/2024 | Confluence Investment Management LLC | 228,897 | $12.05M | 0.2% | -35.3% | 0.056% | |
10/31/2024 | Graypoint LLC | 152,247 | $8.02M | 0.5% | +3.5% | 0.037% | |
10/30/2024 | Crescent Grove Advisors LLC | 87,122 | $4.59M | 0.5% | -8.2% | 0.021% | |
10/30/2024 | Crestwood Advisors Group LLC | 188,475 | $9.93M | 0.2% | -0.5% | 0.046% | |
10/30/2024 | Capital Investment Services of America Inc. | 129,742 | $6.83M | 0.7% | -0.9% | 0.032% | |
10/29/2024 | Innealta Capital LLC | 8,917 | $470K | 0.2% | -5.8% | 0.002% | |
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10/29/2024 | Bear Mountain Capital Inc. | 23,260 | $1.22M | 0.5% | -6.7% | 0.006% | |
10/29/2024 | Confluence Wealth Services Inc. | 4,125 | $217K | 0.0% | -62.8% | 0.001% | |
10/29/2024 | Janney Montgomery Scott LLC | 697,273 | $36.72M | 0.1% | +2.8% | 0.171% | |
10/29/2024 | Janney Capital Management LLC | 8,719 | $459K | 0.0% | -2.2% | 0.002% | |
10/29/2024 | Princeton Global Asset Management LLC | 46,648 | $2.46M | 0.5% | +8.8% | 0.011% | |
10/29/2024 | Farther Finance Advisors LLC | 11,327 | $596K | 0.0% | +8.2% | 0.003% | |
10/25/2024 | 1620 Investment Advisors Inc. | 39,927 | $2.10M | 1.5% | +3.9% | 0.010% | |
10/25/2024 | Hudson Valley Investment Advisors Inc. ADV | 23,586 | $1.24M | 0.1% | -91.5% | 0.006% | |
10/24/2024 | Hunter Associates Investment Management LLC | 52,582 | $2.77M | 0.4% | -2.9% | 0.013% | |
10/24/2024 | Arkadios Wealth Advisors | 27,888 | $1.47M | 0.1% | +3.4% | 0.007% | |
10/23/2024 | Burke & Herbert Bank & Trust Co. | 44,183 | $2.33M | 0.5% | -1.2% | 0.011% | |
10/23/2024 | West Michigan Advisors LLC | 6,371 | $335K | 0.1% | +4.4% | 0.002% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 935,645 | $49.27M | 8.5% | +0.8% | 0.230% | |
10/23/2024 | Boyd Watterson Asset Management LLC OH | 596,664 | $31.42M | 8.6% | +0.2% | 0.146% | |
10/23/2024 | Grey Fox Wealth Advisors LLC | 15,248 | $803K | 0.2% | -3.5% | 0.004% | |
10/21/2024 | Graybill Wealth Management LTD. | 82,566 | $4.35M | 1.6% | +3.3% | 0.020% | |
10/21/2024 | Plimoth Trust Co. LLC | 5,127 | $270K | 0.1% | -4.5% | 0.001% | |
10/21/2024 | Whittier Trust Co. | 74,951 | $3.95M | 0.1% | -13.7% | 0.018% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 586,165 | $30.87M | 0.4% | +6.5% | 0.144% | |
10/17/2024 | Strategic Advocates LLC | 163,926 | $8.63M | 3.1% | +61.5% | 0.040% | |
10/16/2024 | Buffington Mohr McNeal | 68,411 | $3.60M | 0.6% | -8.8% | 0.017% | |
10/15/2024 | First United Bank & Trust | 9,556 | $503K | 0.2% | -2.6% | 0.002% | |
10/15/2024 | NBC Securities Inc. | 12,379 | $651K | 0.1% | -7.3% | 0.003% | |
10/11/2024 | Fiduciary Alliance LLC | 50,790 | $2.68M | 0.4% | +674.4% | 0.013% | |
10/11/2024 | ORG Partners LLC | 2,193 | $116K | 0.0% | N/A | 0.001% | |
10/11/2024 | Rise Advisors LLC | 554 | $29K | 0.0% | N/A | 0.000% | |
10/9/2024 | Beaumont Financial Advisors LLC | 15,208 | $801K | 0.1% | +4.1% | 0.004% | |
10/9/2024 | Money Design Co. Ltd. | 1,164,005 | $61.30M | 3.1% | +5.0% | 0.287% | |
10/9/2024 | Hexagon Capital Partners LLC | 7,100 | $374K | 0.1% | -10.4% | 0.002% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 36,973 | $1.95M | 1.3% | +5.0% | 0.009% | |
10/8/2024 | First PREMIER Bank | 2,131 | $112K | 0.0% | +283.3% | 0.001% | |
10/8/2024 | Future Financial Wealth Managment LLC | 1,974 | $104K | 0.1% | N/A | 0.000% | |
10/7/2024 | Marathon Strategic Advisors LLC | 9,201 | $485K | 0.5% | -5.8% | 0.002% | |
10/5/2024 | Burns J W & Co. Inc. NY | 52,367 | $2.76M | 0.4% | +0.8% | 0.013% | |
10/5/2024 | Arkansas Financial Group Inc. | 796,457 | $41.94M | 6.5% | -3.3% | 0.197% | |
10/3/2024 | Curbstone Financial Management Corp | 72,090 | $3.80M | 0.8% | -28.5% | 0.018% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 15,210 | $801K | 0.0% | -4.8% | 0.004% | |
10/2/2024 | M&R Capital Management Inc. | 3,000 | $158K | 0.0% | -50.8% | 0.001% | |
9/9/2024 | Lazari Capital Management Inc. | 7,991 | $409K | 0.2% | N/A | 0.002% | |
8/28/2024 | RiverFront Investment Group LLC | 381,197 | $19.53M | 0.5% | -21.0% | 0.097% | |
8/16/2024 | Sunbelt Securities Inc. | 6,385 | $327K | 0.0% | +30.7% | 0.002% | |
8/15/2024 | Peloton Wealth Strategists | 10,564 | $541K | 0.2% | -5.8% | 0.003% | |
8/15/2024 | Alley Investment Management Company LLC | 361,652 | $18.53M | 2.5% | +3.2% | 0.092% | |
8/14/2024 | Marshall Wace LLP | 219,900 | $11.27M | 0.0% | +57.1% | 0.056% | |
8/14/2024 | EverSource Wealth Advisors LLC | 10,679 | $554K | 0.0% | +27.2% | 0.003% | |
8/13/2024 | Hollencrest Capital Management | 63,027 | $3.23M | 0.1% | -4.8% | 0.016% | |
8/13/2024 | Godshalk Welsh Capital Management Inc. | 3,911 | $200K | 0.1% | -33.2% | 0.001% | |
8/12/2024 | Mittelman Wealth Management | 20,850 | $1.07M | 0.7% | +3.2% | 0.005% | |
8/12/2024 | Waterloo Capital L.P. | 10,577 | $542K | 0.1% | +40.3% | 0.003% | |
8/9/2024 | One Capital Management LLC | 1,187,482 | $60.85M | 2.1% | -25.4% | 0.301% | |
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8/9/2024 | Rathbones Group PLC | 57,483 | $2.95M | 0.0% | -8.6% | 0.015% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 180,544 | $9.25M | 0.1% | -56.1% | 0.046% | |
8/8/2024 | Family Capital Trust Co | 11,840 | $607K | 0.2% | -33.2% | 0.003% | |
8/8/2024 | Parallel Advisors LLC | 60,305 | $3.09M | 0.1% | +0.7% | 0.015% | |
8/8/2024 | Zions Bancorporation N.A. | 3,000 | $154K | 0.0% | N/A | 0.001% | |
8/8/2024 | Valley Wealth Managers Inc. | 1,092 | $56K | 0.0% | -15.1% | 0.000% | |
8/8/2024 | Pinkerton Retirement Specialists LLC | 92,241 | $4.73M | 0.7% | +0.5% | 0.023% | |
8/8/2024 | Abbrea Capital LLC | 55,476 | $2.84M | 0.4% | -0.9% | 0.014% | |
8/8/2024 | Greenwood Gearhart Inc. | 633,441 | $32.46M | 3.1% | -0.4% | 0.160% | |
8/7/2024 | Vantage Financial Partners LLC | 54,241 | $2.78M | 0.7% | +2.2% | 0.014% | |