1/22/2025 | Union Bancaire Privee UBP SA | 706 | $40K | 0.0% | N/A | 0.000% | |
1/22/2025 | Blue Trust Inc. | 23,856 | $1.35M | 0.0% | +29.1% | 0.001% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 5,712 | $324K | 0.0% | +42.5% | 0.000% | |
1/22/2025 | Narwhal Capital Management | 26,185 | $1.49M | 0.1% | -0.8% | 0.001% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,687 | $209K | 0.0% | N/A | 0.000% | |
1/21/2025 | Stablepoint Partners LLC | 90,510 | $5.13M | 0.9% | +2.1% | 0.004% | |
1/21/2025 | Regatta Capital Group LLC | 38,845 | $2.20M | 0.4% | +3.0% | 0.002% | |
1/21/2025 | Advocate Group LLC | 130,990 | $7.43M | 1.4% | -7.8% | 0.005% | |
1/21/2025 | GSB Wealth Management LLC | 56,860 | $3.22M | 0.8% | +1.5% | 0.002% | |
1/21/2025 | Geneos Wealth Management Inc. | 12,114 | $687K | 0.0% | +14.9% | 0.000% | |
|
1/21/2025 | apricus wealth LLC | 56,516 | $3.20M | 2.1% | -2.1% | 0.002% | |
1/21/2025 | DGS Capital Management LLC | 4,647 | $263K | 0.1% | +34.5% | 0.000% | |
1/21/2025 | Cottonwood Capital Advisors LLC | 3,721 | $211K | 0.2% | +14.3% | 0.000% | |
1/21/2025 | Euro Pacific Asset Management LLC | 250,238 | $14.19M | 3.1% | -2.2% | 0.010% | |
1/21/2025 | Sound Income Strategies LLC | 7,448 | $422K | 0.0% | -92.5% | 0.000% | |
1/21/2025 | Brighton Jones LLC | 10,572 | $599K | 0.0% | +5.4% | 0.000% | |
1/17/2025 | Red Door Wealth Management LLC | 10,207 | $579K | 0.1% | +4.7% | 0.000% | |
1/17/2025 | Cardinal Capital Management Inc. | 414,394 | $23.50M | 0.8% | +1.6% | 0.017% | |
1/17/2025 | Avior Wealth Management LLC | 10,930 | $620K | 0.0% | -4.1% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 69,935 | $3.88M | 0.1% | +2.9% | 0.003% | |
1/17/2025 | Janney Montgomery Scott LLC | 493,987 | $28.01M | 0.1% | +17.5% | 0.020% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 13,005 | $737K | 0.0% | -6.6% | 0.001% | |
1/17/2025 | SG Americas Securities LLC | 2,980 | $169K | 0.0% | N/A | 0.000% | |
1/17/2025 | Phillips Wealth Planners LLC | 8,970 | $495K | 0.5% | +2.2% | 0.000% | |
1/17/2025 | Park Place Capital Corp | 2,155 | $122K | 0.0% | -13.3% | 0.000% | |
1/17/2025 | Daymark Wealth Partners LLC | 7,959 | $451K | 0.0% | -20.9% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 56,138 | $3.18M | 0.1% | -3.8% | 0.002% | |
1/17/2025 | XML Financial LLC | 130,825 | $7.42M | 0.7% | -4.8% | 0.005% | |
1/17/2025 | Simon Quick Advisors LLC | 8,565 | $486K | 0.0% | +9.2% | 0.000% | |
1/17/2025 | Octavia Wealth Advisors LLC | 6,680 | $379K | 0.0% | +7.0% | 0.000% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 6,719 | $381K | 0.0% | -24.8% | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 28,860 | $1.64M | 0.1% | +10.6% | 0.001% | |
1/17/2025 | Alpha Cubed Investments LLC | 264,738 | $15.01M | 0.7% | +12.4% | 0.011% | |
1/17/2025 | Perpetual Ltd | 41,260 | $2.34M | 0.0% | -34.0% | 0.002% | |
1/16/2025 | Hamlin Capital Management LLC | 2,874,929 | $163.01M | 4.0% | +7.8% | 0.116% | |
1/16/2025 | Crossmark Global Holdings Inc. | 337,629 | $19.14M | 0.3% | +10.4% | 0.014% | |
1/16/2025 | Mitchell & Pahl Private Wealth LLC | 19,137 | $1.09M | 0.5% | +7.6% | 0.001% | |
1/16/2025 | Ballentine Partners LLC | 20,038 | $1.14M | 0.0% | -6.7% | 0.001% | |
1/16/2025 | Sky Investment Group LLC | 6,190 | $351K | 0.1% | -24.4% | 0.000% | |
1/16/2025 | FLC Capital Advisors | 12,299 | $697K | 0.2% | -3.6% | 0.000% | |
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1/16/2025 | Bridgewater Advisors Inc. | 18,781 | $1.03M | 0.1% | +13.3% | 0.001% | |
1/16/2025 | UMB Bank n.a. | 10,018 | $568K | 0.0% | -40.9% | 0.000% | |
1/16/2025 | Diversify Advisory Services LLC | 10,507 | $579K | 0.0% | -3.2% | 0.000% | |
1/16/2025 | Diversify Wealth Management LLC | 26,789 | $1.48M | 0.1% | +12.7% | 0.001% | |
1/16/2025 | Eldred Rock Partners LLC | 109,171 | $6.19M | 2.1% | +0.2% | 0.004% | |
1/16/2025 | Gilman Hill Asset Management LLC | 71,972 | $4.08M | 0.7% | +11.4% | 0.003% | |
1/16/2025 | Smart Money Group LLC | 11,658 | $661K | 0.2% | +10.4% | 0.000% | |
1/16/2025 | Hall Laurie J Trustee | 51,995 | $2.95M | 1.0% | -1.4% | 0.002% | |
1/16/2025 | Delta Capital Management LLC | 29,840 | $1.69M | 0.7% | -2.5% | 0.001% | |
1/16/2025 | Liberty One Investment Management LLC | 12,528 | $710K | 0.1% | -6.2% | 0.001% | |
1/16/2025 | Clarius Group LLC | 7,859 | $446K | 0.0% | +48.7% | 0.000% | |
1/15/2025 | Oak Ridge Investments LLC | 115,946 | $6.57M | 0.5% | +5.5% | 0.005% | |
1/15/2025 | HF Advisory Group LLC | 17,920 | $1.02M | 0.5% | +6.5% | 0.001% | |
1/15/2025 | Aaron Wealth Advisors LLC | 18,975 | $1.08M | 0.1% | +14.1% | 0.001% | |
1/15/2025 | Portside Wealth Group LLC | 45,110 | $2.56M | 0.4% | -0.6% | 0.002% | |
1/15/2025 | Ameritas Advisory Services LLC | 11,852 | $672K | 0.0% | +13.1% | 0.000% | |
1/15/2025 | Financial & Tax Architects LLC | 10,335 | $586K | 0.1% | +11.1% | 0.000% | |
1/15/2025 | Trust Co. of Vermont | 35,548 | $2.02M | 0.1% | -5.0% | 0.001% | |
1/15/2025 | Alhambra Investment Management LLC | 4,586 | $260K | 0.1% | +4.2% | 0.000% | |
1/15/2025 | Arkadios Wealth Advisors | 6,177 | $350K | 0.0% | -4.7% | 0.000% | |
1/15/2025 | InTrack Investment Management Inc | 12,282 | $672K | 0.5% | -18.2% | 0.000% | |
1/15/2025 | Brooklyn Investment Group | 2,034 | $115K | 0.0% | +228.1% | 0.000% | |
1/15/2025 | Merit Financial Group LLC | 14,321 | $812K | 0.0% | +45.6% | 0.001% | |
1/15/2025 | Butensky & Cohen Financial Security Inc. | 91,869 | $5.21M | 1.6% | +0.2% | 0.004% | |
1/15/2025 | Boston Common Asset Management LLC | 262,282 | $14.87M | 0.4% | -20.7% | 0.011% | |
1/15/2025 | Procyon Advisors LLC | 35,333 | $2.00M | 0.1% | +357.4% | 0.001% | |
1/15/2025 | First Pacific Financial | 17,007 | $964K | 0.2% | -2.0% | 0.001% | |
1/15/2025 | Hennessy Advisors Inc. | 101,200 | $5.74M | 0.2% | -3.4% | 0.004% | |
1/15/2025 | Cypress Wealth Services LLC | 3,685 | $209K | 0.0% | N/A | 0.000% | |
1/15/2025 | Ritholtz Wealth Management | 45,031 | $2.55M | 0.1% | -20.2% | 0.002% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 11,848 | $672K | 0.0% | +66.3% | 0.000% | |
1/14/2025 | Foresight Capital Management Advisors Inc. | 47,813 | $2.71M | 1.6% | +3.0% | 0.002% | |
1/14/2025 | Contravisory Investment Management Inc. | 3,468 | $197K | 0.0% | N/A | 0.000% | |
1/14/2025 | Essex Savings Bank | 4,628 | $262K | 0.1% | +5.2% | 0.000% | |
1/14/2025 | Radnor Capital Management LLC | 20,261 | $1.15M | 0.2% | -5.1% | 0.001% | |
1/14/2025 | Park Avenue Securities LLC | 47,269 | $2.68M | 0.0% | +21.3% | 0.002% | |
1/14/2025 | Kathmere Capital Management LLC | 3,995 | $227K | 0.0% | N/A | 0.000% | |
1/14/2025 | Rockland Trust Co. | 178,003 | $10.09M | 0.5% | -2.4% | 0.007% | |
1/14/2025 | Wynn Capital LLC | 16,590 | $941K | 0.6% | +2.3% | 0.001% | |
1/14/2025 | Pacifica Partners Inc. | 32,345 | $1.83M | 0.8% | -3.6% | 0.001% | |
1/14/2025 | Ignite Planners LLC | 9,877 | $558K | 0.1% | +4.2% | 0.000% | |
1/14/2025 | Breakwater Capital Group | 6,722 | $381K | 0.1% | +4.8% | 0.000% | |
1/14/2025 | Wallace Advisory Group LLC | 5,303 | $301K | 0.2% | +4.6% | 0.000% | |
1/14/2025 | Rosenberg Matthew Hamilton | 3,297 | $187K | 0.0% | +149.2% | 0.000% | |
1/13/2025 | Marcum Wealth LLC | 10,478 | $594K | 0.1% | +24.9% | 0.000% | |
1/13/2025 | Traveka Wealth LLC | 4,893 | $277K | 0.2% | +13.7% | 0.000% | |
1/13/2025 | AdvisorNet Financial Inc | 4,590 | $260K | 0.0% | -10.0% | 0.000% | |
1/13/2025 | Courier Capital LLC | 59,685 | $3.38M | 0.2% | -5.2% | 0.002% | |
1/13/2025 | Bar Harbor Wealth Management | 50,688 | $2.87M | 0.2% | +6.1% | 0.002% | |
1/13/2025 | Eastern Bank | 40,944 | $2.32M | 0.0% | -4.5% | 0.002% | |
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1/13/2025 | Claro Advisors LLC | 5,455 | $309K | 0.0% | -40.6% | 0.000% | |
1/13/2025 | Sivia Capital Partners LLC | 7,870 | $446K | 0.2% | -6.7% | 0.000% | |
1/13/2025 | Fulcrum Capital LLC | 5,585 | $317K | 0.1% | +7.0% | 0.000% | |
1/13/2025 | JCIC Asset Management Inc. | 52,100 | $2.95M | 1.2% | +1.7% | 0.002% | |
1/13/2025 | Clean Yield Group | 144,503 | $8.19M | 2.6% | -1.7% | 0.006% | |
1/13/2025 | QV Investors Inc. | 230,904 | $13.09M | 1.3% | -25.6% | 0.009% | |
1/13/2025 | Aprio Wealth Management LLC | 8,775 | $498K | 0.1% | +18.8% | 0.000% | |
1/10/2025 | Graypoint LLC | 7,022 | $398K | 0.0% | -4.0% | 0.000% | |
1/10/2025 | HBW Advisory Services LLC | 5,403 | $306K | 0.0% | -7.8% | 0.000% | |
1/10/2025 | Jacobs & Co. CA | 91,963 | $5.21M | 0.5% | -5.0% | 0.004% | |