11/25/2024 | PVG Asset Management Corp | 46,725 | $4.29M | 17.1% | +32.5% | 0.013% | |
11/22/2024 | Saratoga Research & Investment Management | 242,150 | $22.23M | 1.0% | N/A | 0.068% | |
11/18/2024 | TD Private Client Wealth LLC | 35,208 | $3.23M | 0.1% | +8.9% | 0.010% | |
11/18/2024 | Virtue Capital Management LLC | 112,299 | $10.31M | 2.1% | -10.1% | 0.032% | |
11/18/2024 | Sunbelt Securities Inc. | 2,186 | $201K | 0.0% | -50.1% | 0.001% | |
11/18/2024 | Toronto Dominion Bank | 2,198 | $202K | 0.0% | +15.4% | 0.001% | |
|
11/15/2024 | Continuum Advisory LLC | 26,719 | $2.45M | 0.3% | -15.2% | 0.008% | |
11/15/2024 | IHT Wealth Management LLC | 157,020 | $14.39M | 0.4% | +107.8% | 0.044% | |
11/15/2024 | Integrated Wealth Concepts LLC | 140,880 | $12.93M | 0.2% | -44.7% | 0.040% | |
11/14/2024 | L.M. Kohn & Company | 74,232 | $6.82M | 1.7% | -27.9% | 0.021% | |
11/14/2024 | Ironwood Investment Counsel LLC | 5,595 | $514K | 0.1% | +39.4% | 0.002% | |
11/14/2024 | Flow Traders U.S. LLC | 391,561 | $35.95M | 1.8% | N/A | 0.110% | |
11/14/2024 | Captrust Financial Advisors | 3,288,671 | $301.93M | 0.9% | -12.5% | 0.923% | |
11/14/2024 | BNP Paribas | 543 | $50K | 0.0% | N/A | 0.000% | |
11/13/2024 | BNP Paribas Financial Markets | 332,764 | $30.55M | 0.0% | +37.4% | 0.093% | |
11/13/2024 | Private Trust Co. NA | 31,412 | $2.88M | 0.3% | -6.5% | 0.009% | |
11/13/2024 | Loomis Sayles & Co. L P | 13,600 | $1.25M | 0.0% | N/A | 0.004% | |
11/12/2024 | Managed Asset Portfolios LLC | 274,727 | $25.22M | 3.6% | +1.6% | 0.077% | |
11/12/2024 | 49 Wealth Management LLC | 372,554 | $34.20M | 5.6% | +79.9% | 0.105% | |
11/12/2024 | Integrated Investment Consultants LLC | 4,088 | $375K | 0.0% | N/A | 0.001% | |
11/8/2024 | Citizens Financial Group Inc. RI | 2,865 | $263K | 0.0% | -66.8% | 0.001% | |
11/8/2024 | EverSource Wealth Advisors LLC | 279,489 | $25.66M | 1.6% | +2.4% | 0.078% | |
11/8/2024 | Hilton Capital Management LLC | 85,055 | $7.81M | 0.6% | -40.2% | 0.024% | |
11/8/2024 | Avior Wealth Management LLC | 7,427 | $682K | 0.0% | -6.8% | 0.002% | |
11/7/2024 | Tidemark LLC | 10,703 | $983K | 0.4% | -5.2% | 0.003% | |
11/6/2024 | Diversified Portfolios Inc. | 67,004 | $6.15M | 0.7% | +1,534.2% | 0.019% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 45,923 | $4.22M | 0.1% | +7.3% | 0.013% | |
11/5/2024 | OVERSEA CHINESE BANKING Corp Ltd | 20,257 | $1.86M | 0.1% | +17.0% | 0.006% | |
11/5/2024 | Lynx Investment Advisory | 2,883 | $265K | 0.2% | -8.8% | 0.001% | |
11/2/2024 | Transcendent Capital Group LLC | 9,408 | $864K | 0.4% | -64.4% | 0.003% | |
11/2/2024 | Covestor Ltd | 15,027 | $1.38M | 0.9% | -43.2% | 0.004% | |
11/1/2024 | Able Wealth Management LLC | 3,615 | $332K | 0.3% | -25.3% | 0.001% | |
10/31/2024 | Western Pacific Wealth Management LP | 1,000 | $92K | 0.1% | N/A | 0.000% | |
10/31/2024 | Graypoint LLC | 22,996 | $2.11M | 0.1% | N/A | 0.006% | |
10/30/2024 | Crescent Grove Advisors LLC | 31,692 | $2.91M | 0.3% | -2.3% | 0.009% | |
10/30/2024 | Crestwood Advisors Group LLC | 55,668 | $5.11M | 0.1% | +4.5% | 0.016% | |
10/30/2024 | United Advisor Group LLC | 6,145 | $564K | 0.1% | +142.2% | 0.002% | |
10/30/2024 | Wheelhouse Advisory Group LLC | 54,860 | $5.04M | 3.3% | +1.1% | 0.015% | |
10/29/2024 | Blue Square Asset Management LLC | 2,187 | $201K | 0.1% | -21.6% | 0.001% | |
10/29/2024 | Confluence Wealth Services Inc. | 4,324 | $397K | 0.0% | -75.6% | 0.001% | |
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10/29/2024 | Janney Montgomery Scott LLC | 182,066 | $16.72M | 0.0% | +10.9% | 0.051% | |
10/29/2024 | Janney Capital Management LLC | 4,681 | $430K | 0.0% | +6.8% | 0.001% | |
10/29/2024 | Vigilare Wealth Management | 20,086 | $1.84M | 0.7% | -29.5% | 0.006% | |
10/29/2024 | Farther Finance Advisors LLC | 15,193 | $1.40M | 0.1% | +8.8% | 0.004% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 7,747 | $711K | 0.1% | +175.3% | 0.002% | |
10/28/2024 | Rosenberg Matthew Hamilton | 70,595 | $6.48M | 1.7% | -13.7% | 0.020% | |
10/25/2024 | Highline Wealth Partners LLC | 704 | $65K | 0.0% | N/A | 0.000% | |
10/25/2024 | AMI Asset Management Corp | 68,013 | $6.24M | 0.3% | N/A | 0.019% | |
10/25/2024 | Argyle Capital Management Inc. | 3,525 | $324K | 0.1% | -4.5% | 0.001% | |
10/25/2024 | Strategic Blueprint LLC | 77,475 | $7.11M | 0.4% | -1.2% | 0.022% | |
10/25/2024 | Fortitude Family Office LLC | 550 | $50K | 0.0% | -52.2% | 0.000% | |
10/24/2024 | Salomon & Ludwin LLC | 483,327 | $44.36M | 4.5% | +450.6% | 0.136% | |
10/24/2024 | Pointe Capital Management LLC | 7,884 | $724K | 0.4% | +36.6% | 0.002% | |
10/24/2024 | Richardson Financial Services Inc. | 6,360 | $584K | 0.4% | +6.5% | 0.002% | |
10/24/2024 | Financial Management Professionals Inc. | 2,514 | $231K | 0.0% | -98.7% | 0.001% | |
10/24/2024 | Arkadios Wealth Advisors | 20,718 | $1.90M | 0.1% | +18.6% | 0.006% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 6,079 | $558K | 0.2% | N/A | 0.002% | |
10/23/2024 | West Michigan Advisors LLC | 7,316 | $672K | 0.2% | -92.3% | 0.002% | |
10/23/2024 | Bogart Wealth LLC | 2,062 | $189K | 0.0% | +60.1% | 0.001% | |
10/23/2024 | PSI Advisors LLC | 34,576 | $3.17M | 0.9% | +1.2% | 0.010% | |
10/22/2024 | Accordant Advisory Group Inc | 194,265 | $17.84M | 14.2% | N/A | 0.055% | |
10/21/2024 | Winch Advisory Services LLC | 165,800 | $15.22M | 4.2% | +0.1% | 0.047% | |
10/21/2024 | Sterling Investment Management LLC | 98,940 | $9.08M | 6.9% | -2.0% | 0.028% | |
10/18/2024 | ST Germain D J Co. Inc. | 4,763 | $437K | 0.0% | -49.7% | 0.001% | |
10/16/2024 | MN Wealth Advisors LLC | 54,455 | $5M | 2.9% | -43.6% | 0.015% | |
10/15/2024 | Prairie Sky Financial Group LLC | 35,542 | $3.26M | 1.9% | +1.3% | 0.010% | |
10/11/2024 | Fiduciary Alliance LLC | 7,674 | $705K | 0.1% | +153.3% | 0.002% | |
10/11/2024 | ORG Partners LLC | 15,436 | $1.42M | 0.2% | -11.2% | 0.004% | |
10/11/2024 | ORG Wealth Partners LLC | 642 | $59K | 0.0% | N/A | 0.000% | |
10/11/2024 | VitalStone Financial LLC | 17,421 | $1.60M | 1.1% | -17.6% | 0.005% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 2,429 | $223K | 0.1% | +21.4% | 0.001% | |
10/10/2024 | HCR Wealth Advisors | 8,310 | $763K | 0.1% | -12.0% | 0.002% | |
10/9/2024 | Worth Asset Management LLC | 85,629 | $7.86M | 4.3% | -20.1% | 0.024% | |
10/9/2024 | Beaumont Financial Advisors LLC | 22,136 | $2.03M | 0.2% | +578.6% | 0.006% | |
10/9/2024 | Westwind Capital | 1,175 | $108K | 0.0% | N/A | 0.000% | |
10/9/2024 | USA Financial Formulas | 244,578 | $22.46M | 3.5% | +2.6% | 0.069% | |
10/8/2024 | Beacon Wealthcare LLC | 20,343 | $1.87M | 0.8% | -25.4% | 0.006% | |
10/8/2024 | Clean Yield Group | 683 | $63K | 0.0% | -42.3% | 0.000% | |
10/7/2024 | GAMMA Investing LLC | 28,428 | $2.61M | 0.3% | N/A | 0.008% | |
10/5/2024 | First International Bank & Trust | 68,981 | $6.33M | 2.0% | +0.5% | 0.019% | |
10/5/2024 | Harbor Investment Advisory LLC | 62,181 | $5.71M | 0.5% | +22.0% | 0.017% | |
10/3/2024 | First Citizens Financial Corp | 12,477 | $1.15M | 0.6% | +11.7% | 0.004% | |
10/3/2024 | Deane Retirement Strategies Inc. | 684 | $63K | 0.0% | -99.6% | 0.000% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 8,749 | $803K | 0.0% | -36.6% | 0.002% | |
8/22/2024 | PVG Asset Management Corp | 35,258 | $3.24M | 12.8% | N/A | 0.010% | |
8/16/2024 | Nemes Rush Group LLC | 940 | $86K | 0.0% | +156.1% | 0.000% | |
8/16/2024 | Magnolia Capital Advisors LLC | 7,662 | $694K | 0.0% | +47.0% | 0.002% | |
8/16/2024 | SkyView Investment Advisors LLC | 5,500 | $505K | 0.1% | +37.5% | 0.002% | |
8/15/2024 | Toronto Dominion Bank | 1,904 | $175K | 0.0% | +2,829.2% | 0.001% | |
8/14/2024 | Steel Grove Capital Advisors LLC | 26,669 | $2.45M | 0.3% | +3.5% | 0.007% | |
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8/14/2024 | EverSource Wealth Advisors LLC | 272,815 | $25.04M | 1.6% | -18.6% | 0.077% | |
8/13/2024 | Hollencrest Capital Management | 1,098 | $101K | 0.0% | N/A | 0.000% | |
8/12/2024 | Richardson Financial Services Inc. | 5,974 | $548K | 0.4% | -35.1% | 0.002% | |
8/12/2024 | Waterloo Capital L.P. | 49,124 | $4.51M | 0.5% | -3.9% | 0.014% | |
8/10/2024 | Lumbard & Kellner LLC | 60,619 | $5.56M | 2.6% | -2.7% | 0.017% | |
8/9/2024 | Citizens Financial Group Inc. RI | 8,624 | $792K | 0.0% | +258.6% | 0.002% | |
8/9/2024 | One Capital Management LLC | 595,463 | $54.65M | 1.9% | +16.4% | 0.167% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 42,805 | $3.93M | 0.1% | -1.4% | 0.012% | |
8/8/2024 | VitalStone Financial LLC | 21,136 | $1.94M | 1.4% | -34.0% | 0.006% | |
8/8/2024 | Frontier Asset Management LLC | 23,145 | $2.12M | 0.8% | -1.5% | 0.006% | |