11/15/2024 | Peloton Wealth Strategists | 284,125 | $7.13M | 2.8% | +0.5% | 0.269% | |
11/15/2024 | Integrated Wealth Concepts LLC | 118,098 | $2.96M | 0.0% | +34.4% | 0.112% | |
11/14/2024 | L.M. Kohn & Company | 21,643 | $543K | 0.1% | +41.2% | 0.020% | |
11/14/2024 | Captrust Financial Advisors | 1,006,092 | $25.25M | 0.1% | +5.5% | 0.951% | |
11/13/2024 | Private Trust Co. NA | 8,076 | $203K | 0.0% | -5.6% | 0.008% | |
11/6/2024 | Coastline Trust Co | 4,222 | $106K | 0.0% | N/A | 0.004% | |
|
11/5/2024 | Prime Capital Investment Advisors LLC | 78,914 | $1.98M | 0.0% | +29.7% | 0.075% | |
11/4/2024 | Arrow Financial Corp | 536,684 | $13.47M | 1.2% | +1.8% | 0.508% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 86,847 | $2.18M | 0.4% | -5.3% | 0.082% | |
11/1/2024 | Leavell Investment Management Inc. | 322,947 | $8.11M | 0.4% | +8.4% | 0.305% | |
11/1/2024 | Sonata Capital Group Inc. | 117,004 | $2.94M | 1.2% | N/A | 0.111% | |
10/31/2024 | Montecito Bank & Trust | 43,164 | $1.08M | 0.2% | +49.0% | 0.041% | |
10/31/2024 | Spinnaker Trust | 189,890 | $4.77M | 0.3% | +11.2% | 0.180% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 48,618 | $1.22M | 0.2% | -4.7% | 0.046% | |
10/29/2024 | Blue Square Asset Management LLC | 39,467 | $991K | 0.5% | +9.4% | 0.037% | |
10/29/2024 | Janney Montgomery Scott LLC | 176,252 | $4.42M | 0.0% | +0.4% | 0.167% | |
10/29/2024 | Princeton Global Asset Management LLC | 70,770 | $1.78M | 0.3% | +12.5% | 0.067% | |
10/29/2024 | Farther Finance Advisors LLC | 20,173 | $506K | 0.0% | +12.1% | 0.019% | |
10/28/2024 | Hills Bank & Trust Co | 42,894 | $1.08M | 0.1% | +10.4% | 0.041% | |
10/25/2024 | Strategic Blueprint LLC | 23,511 | $590K | 0.0% | -5.9% | 0.022% | |
10/23/2024 | Lyell Wealth Management LP | 331,891 | $8.33M | 0.8% | +7.1% | 0.314% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 46,066 | $1.16M | 0.2% | -19.8% | 0.044% | |
10/23/2024 | Bogart Wealth LLC | 6,154 | $154K | 0.0% | +15.0% | 0.006% | |
10/23/2024 | PSI Advisors LLC | 69,549 | $1.75M | 0.5% | +12.9% | 0.066% | |
10/22/2024 | Heartland Bank & Trust Co | 28,629 | $719K | 0.4% | +16.5% | 0.027% | |
10/22/2024 | Rebalance LLC | 20,118 | $505K | 0.0% | N/A | 0.019% | |
10/22/2024 | Eastern Bank | 1,440 | $36K | 0.0% | N/A | 0.001% | |
10/16/2024 | Buffington Mohr McNeal | 316,417 | $7.94M | 1.3% | -34.9% | 0.299% | |
10/9/2024 | Adirondack Trust Co. | 8,304 | $208K | 0.1% | +8.0% | 0.008% | |
10/7/2024 | Bank of New Hampshire | 10,780 | $271K | 0.1% | -9.3% | 0.010% | |
10/7/2024 | GAMMA Investing LLC | 106,819 | $2.68M | 0.3% | +174.6% | 0.101% | |
10/5/2024 | Harbor Investment Advisory LLC | 56,994 | $1.43M | 0.1% | +17.1% | 0.054% | |
10/2/2024 | Praetorian Wealth Management Inc. | 201,651 | $5.06M | 1.3% | +0.6% | 0.191% | |
8/28/2024 | Farmers National Bank | 41,292 | $1.03M | 0.3% | -3.9% | 0.039% | |
8/21/2024 | Heartland Bank & Trust Co | 24,573 | $611K | 0.3% | +4.8% | 0.023% | |
8/15/2024 | Peloton Wealth Strategists | 282,785 | $7.03M | 2.9% | +2.9% | 0.267% | |
8/13/2024 | Godshalk Welsh Capital Management Inc. | 22,450 | $558K | 0.4% | +31.7% | 0.021% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 60,834 | $1.51M | 0.0% | -4.9% | 0.058% | |
8/8/2024 | Lyell Wealth Management LP | 310,033 | $7.71M | 0.7% | -0.2% | 0.293% | |
8/8/2024 | Parallel Advisors LLC | 115,015 | $2.86M | 0.1% | +2.3% | 0.109% | |
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8/8/2024 | Valley Wealth Managers Inc. | 86,076 | $2.14M | 0.2% | +1.7% | 0.081% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 550,797 | $13.69M | 0.7% | -5.0% | 0.521% | |
7/31/2024 | Spinnaker Trust | 170,792 | $4.25M | 0.3% | +11.2% | 0.162% | |
7/30/2024 | Arrow Financial Corp | 527,025 | $13.10M | 1.3% | +2.8% | 0.498% | |
7/27/2024 | Strategic Blueprint LLC | 24,983 | $621K | 0.0% | +190.8% | 0.024% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 173,660 | $4.32M | 0.0% | +27.7% | 0.164% | |
7/26/2024 | Bank of New York Mellon Corp | 21,922 | $545K | 0.0% | +44.3% | 0.021% | |
7/23/2024 | PSI Advisors LLC | 61,619 | $1.53M | 0.5% | +15.5% | 0.058% | |
7/23/2024 | Exchange Capital Management Inc. | 49,222 | $1.22M | 0.2% | -1.1% | 0.047% | |
7/17/2024 | Montecito Bank & Trust | 28,978 | $720K | 0.1% | +77.9% | 0.027% | |
7/17/2024 | Archford Capital Strategies LLC | 94,355 | $2.35M | 0.4% | +4.0% | 0.089% | |
7/15/2024 | Newman Dignan & Sheerar Inc. | 55,844 | $1.39M | 0.4% | +2.6% | 0.053% | |
7/11/2024 | Buffington Mohr McNeal | 485,917 | $12.08M | 2.1% | -5.9% | 0.459% | |
7/10/2024 | Praetorian Wealth Management Inc. | 200,451 | $4.98M | 1.3% | +3.7% | 0.190% | |
7/9/2024 | Adirondack Trust Co. | 7,689 | $191K | 0.1% | +24.4% | 0.007% | |
7/8/2024 | RVW Wealth LLC | 764,455 | $19.00M | 1.9% | +4.4% | 0.723% | |
7/2/2024 | GAMMA Investing LLC | 38,903 | $967K | 0.1% | +88.3% | 0.037% | |
7/1/2024 | Confluence Investment Management LLC | 214,998 | $5.35M | 0.1% | +43.0% | 0.203% | |
7/1/2024 | Bank of New Hampshire | 11,880 | $295K | 0.1% | -7.2% | 0.011% | |
5/21/2024 | Arrow Financial Corp | 512,829 | $12.72M | 1.3% | +3.4% | 0.485% | |
5/17/2024 | Heartland Bank & Trust Co | 23,437 | $581K | 0.3% | N/A | 0.022% | |
5/16/2024 | Captrust Financial Advisors | 823,299 | $20.43M | 0.1% | +15.0% | 0.779% | |
5/14/2024 | InterOcean Capital Group LLC | 246,671 | $6.12M | 0.1% | +2.1% | 0.233% | |
5/10/2024 | J. L. Bainbridge & Co. Inc. | 9,560 | $237K | 0.0% | N/A | 0.009% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 22,000 | $546K | 0.0% | -15.4% | 0.021% | |
5/9/2024 | Dearborn Partners LLC | 22,370 | $555K | 0.0% | +8.2% | 0.021% | |
5/4/2024 | Gould Asset Management LLC CA | 32,375 | $803K | 0.2% | +33.6% | 0.030% | |
5/4/2024 | Valley Wealth Managers Inc. | 84,599 | $2.10M | 0.2% | -3.5% | 0.079% | |
5/3/2024 | United Community Bank | 10,661 | $264K | 0.1% | +19.1% | 0.010% | |
5/2/2024 | Horan Securities Inc. | 37,915 | $941K | 0.4% | +4.9% | 0.036% | |
5/1/2024 | Janney Montgomery Scott LLC | 178,080 | $4.42M | 0.0% | -5.7% | 0.167% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 54,451 | $1.35M | 0.4% | -20.1% | 0.051% | |
4/26/2024 | Bogart Wealth LLC | 5,350 | $133K | 0.0% | +12.8% | 0.005% | |
4/25/2024 | L.M. Kohn & Company | 13,523 | $336K | 0.1% | N/A | 0.013% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 49,874 | $1.24M | 0.2% | -4.2% | 0.047% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 136,006 | $3.37M | 0.0% | +10.7% | 0.128% | |
4/24/2024 | Leavell Investment Management Inc. | 297,651 | $7.39M | 0.4% | +1.5% | 0.279% | |
4/24/2024 | PSI Advisors LLC | 53,368 | $1.32M | 0.5% | +13.3% | 0.050% | |
4/24/2024 | Archford Capital Strategies LLC | 90,712 | $2.25M | 0.4% | -2.9% | 0.085% | |
4/24/2024 | First Fiduciary Investment Counsel Inc. | 89,065 | $2.21M | 0.5% | +8.1% | 0.084% | |
4/23/2024 | Strategic Blueprint LLC | 8,590 | $213K | 0.0% | N/A | 0.008% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 579,784 | $14.38M | 0.8% | -0.5% | 0.544% | |
4/18/2024 | Buffington Mohr McNeal | 516,120 | $12.81M | 2.3% | +4.8% | 0.598% | |
4/18/2024 | Exchange Capital Management Inc. | 49,780 | $1.24M | 0.2% | +17.3% | 0.058% | |
4/16/2024 | Pinnacle Bancorp Inc. | 4,414 | $110K | 0.0% | -75.9% | 0.005% | |
4/12/2024 | Harbor Investment Advisory LLC | 44,818 | $1.11M | 0.1% | +10.5% | 0.052% | |
4/10/2024 | Praetorian Wealth Management Inc. | 193,308 | $4.80M | 1.3% | -0.5% | 0.224% | |
4/9/2024 | Montecito Bank & Trust | 16,292 | $404K | 0.1% | N/A | 0.019% | |
4/9/2024 | Adirondack Trust Co. | 6,183 | $153K | 0.1% | +43.8% | 0.007% | |
4/8/2024 | RVW Wealth LLC | 732,358 | $18.17M | 1.9% | -2.7% | 0.849% | |
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4/5/2024 | GAMMA Investing LLC | 20,656 | $512K | 0.1% | N/A | 0.024% | |
4/1/2024 | Confluence Investment Management LLC | 150,343 | $3.73M | 0.1% | N/A | 0.174% | |
3/29/2024 | Adirondack Trust Co. | 4,300 | $106K | 0.0% | +492.3% | 0.005% | |
2/14/2024 | Waterloo Capital L.P. | 30,707 | $760K | 0.1% | N/A | 0.036% | |
2/12/2024 | Arrow Financial Corp | 495,962 | $12.28M | 1.3% | +8.4% | 0.575% | |
2/12/2024 | Parallel Advisors LLC | 65,981 | $1.63M | 0.0% | +819.6% | 0.076% | |
2/12/2024 | Godshalk Welsh Capital Management Inc. | 14,550 | $360K | 0.3% | N/A | 0.017% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 122,867 | $3.04M | 0.0% | +11.6% | 0.142% | |
2/9/2024 | InterOcean Capital Group LLC | 241,542 | $5.98M | 0.2% | -8.7% | 0.280% | |
2/8/2024 | Janney Montgomery Scott LLC | 188,761 | $4.67M | 0.0% | -0.2% | 0.219% | |