12/11/2024 | 1ST Source Bank | 2,243 | $282K | 0.0% | -36.4% | 0.000% | |
11/20/2024 | Westside Investment Management Inc. | 13,583 | $1.71M | 0.4% | +1.2% | 0.003% | |
11/18/2024 | TD Private Client Wealth LLC | 13,885 | $1.74M | 0.1% | +59.0% | 0.003% | |
11/18/2024 | Virtue Capital Management LLC | 19,125 | $2.40M | 0.5% | -18.5% | 0.004% | |
11/18/2024 | Sunbelt Securities Inc. | 37,495 | $4.71M | 0.5% | +16.2% | 0.008% | |
11/15/2024 | Continuum Advisory LLC | 4,542 | $593K | 0.1% | +68.3% | 0.001% | |
|
11/15/2024 | IHT Wealth Management LLC | 20,836 | $2.62M | 0.1% | +4.1% | 0.004% | |
11/15/2024 | Integrated Wealth Concepts LLC | 226,085 | $28.40M | 0.3% | +0.7% | 0.048% | |
11/15/2024 | Aureus Asset Management LLC | 3,323 | $417K | 0.0% | -10.0% | 0.001% | |
11/15/2024 | FSA Wealth Management LLC | 1,486 | $187K | 0.1% | N/A | 0.000% | |
11/14/2024 | Captrust Financial Advisors | 273,147 | $34.31M | 0.1% | -5.6% | 0.058% | |
11/13/2024 | Private Trust Co. NA | 31,581 | $3.97M | 0.4% | -0.5% | 0.007% | |
11/12/2024 | Icon Wealth Advisors LLC | 273 | $34K | 0.0% | -98.0% | 0.000% | |
11/9/2024 | Tradewinds LLC. | 2,706 | $340K | 0.1% | +24.0% | 0.001% | |
11/8/2024 | First Horizon Advisors Inc. | 8,787 | $1.10M | 0.0% | +4.2% | 0.002% | |
11/8/2024 | Avior Wealth Management LLC | 25,160 | $3.16M | 0.1% | -23.2% | 0.005% | |
11/8/2024 | SouthState Corp | 847 | $106K | 0.0% | -12.2% | 0.000% | |
11/7/2024 | MAI Capital Management | 92,435 | $11.61M | 0.1% | +0.4% | 0.020% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 6,617 | $831K | 0.0% | N/A | 0.001% | |
11/6/2024 | NYL Investors LLC | 35,894 | $4.51M | 0.3% | +2.3% | 0.008% | |
11/6/2024 | King Wealth Management Group | 97,902 | $12.30M | 1.9% | -2.0% | 0.021% | |
11/6/2024 | Diversified Portfolios Inc. | 27,949 | $3.51M | 0.4% | +11.2% | 0.006% | |
11/6/2024 | OLD Second National Bank of Aurora | 2,117 | $266K | 0.1% | +9.4% | 0.000% | |
11/6/2024 | University of Maryland Foundation Inc. | 323,381 | $40.62M | 28.8% | N/A | 0.069% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 1,558,260 | $195.75M | 2.8% | -2.1% | 0.331% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 43,924 | $5.52M | 0.4% | +0.5% | 0.009% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 668,034 | $83.92M | 6.3% | -1.7% | 0.142% | |
11/1/2024 | Essex Savings Bank | 13,998 | $1.76M | 0.4% | -14.1% | 0.003% | |
11/1/2024 | Hollencrest Capital Management | 54,669 | $6.87M | 0.3% | -1.0% | 0.012% | |
11/1/2024 | First National Bank & Trust Co. of Newtown | 19,930 | $2.50M | 0.5% | -3.9% | 0.004% | |
11/1/2024 | Vista Capital Partners Inc. | 3,029 | $380K | 0.0% | -23.0% | 0.001% | |
10/31/2024 | Montecito Bank & Trust | 30,407 | $3.82M | 0.7% | -3.8% | 0.006% | |
10/31/2024 | Graypoint LLC | 7,701 | $967K | 0.1% | +37.5% | 0.002% | |
10/31/2024 | Forte Capital LLC ADV | 2,447 | $307K | 0.0% | +4.3% | 0.001% | |
10/30/2024 | Crescent Grove Advisors LLC | 101,633 | $12.77M | 1.3% | -5.7% | 0.022% | |
10/30/2024 | Crestwood Advisors Group LLC | 378,614 | $47.56M | 0.9% | +2.1% | 0.080% | |
10/29/2024 | Confluence Wealth Services Inc. | 2,565 | $322K | 0.0% | -16.8% | 0.001% | |
10/29/2024 | Janney Montgomery Scott LLC | 104,243 | $13.10M | 0.0% | +1.0% | 0.022% | |
10/29/2024 | Arlington Trust Co LLC | 3,395 | $426K | 0.1% | +13.5% | 0.001% | |
10/29/2024 | Farther Finance Advisors LLC | 36,349 | $4.57M | 0.2% | +3.5% | 0.008% | |
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10/28/2024 | Creative Financial Designs Inc. ADV | 2,111 | $265K | 0.0% | -8.1% | 0.000% | |
10/28/2024 | Norris Perne & French LLP MI | 4,170 | $524K | 0.0% | -75.6% | 0.001% | |
10/28/2024 | Cigna Investments Inc. New | 259,012 | $32.54M | 5.7% | -2.8% | 0.055% | |
10/28/2024 | Rosenberg Matthew Hamilton | 15,391 | $1.93M | 0.5% | +3.7% | 0.003% | |
10/25/2024 | Voisard Asset Management Group Inc. | 6,484 | $815K | 0.3% | +75.2% | 0.001% | |
10/25/2024 | Your Advocates Ltd. LLP | 775 | $97K | 0.0% | -12.4% | 0.000% | |
10/25/2024 | Strategic Blueprint LLC | 10,565 | $1.33M | 0.1% | +155.4% | 0.002% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 16,714 | $2.10M | 0.1% | +2.5% | 0.004% | |
10/25/2024 | True Link Financial Advisors LLC | 915,630 | $115.02M | 9.8% | +6.6% | 0.194% | |
10/24/2024 | Salomon & Ludwin LLC | 5,210 | $654K | 0.1% | +11.2% | 0.001% | |
10/24/2024 | West Bancorporation Inc. | 4,280 | $538K | 0.4% | +2.4% | 0.001% | |
10/24/2024 | Financial Management Professionals Inc. | 58,024 | $7.29M | 0.9% | -1.7% | 0.012% | |
10/24/2024 | Bay Harbor Wealth Management LLC | 900 | $113K | 0.0% | N/A | 0.000% | |
10/24/2024 | Arkadios Wealth Advisors | 8,696 | $1.09M | 0.1% | +60.0% | 0.002% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 1,196,227 | $150.27M | 26.0% | +0.9% | 0.254% | |
10/23/2024 | Bogart Wealth LLC | 12,631 | $1.59M | 0.1% | +11.0% | 0.003% | |
10/22/2024 | Greenleaf Trust | 114,607 | $14.40M | 0.1% | -2.7% | 0.024% | |
10/22/2024 | Eastern Bank | 718 | $90K | 0.0% | N/A | 0.000% | |
10/21/2024 | Vicus Capital | 6,630 | $833K | 0.1% | -16.9% | 0.001% | |
10/21/2024 | RFP Financial Group LLC | 23,623 | $2.97M | 1.0% | +1.6% | 0.005% | |
10/21/2024 | Ledyard National Bank | 2,052 | $258K | 0.0% | N/A | 0.000% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 6,149 | $772K | 0.0% | +11.6% | 0.001% | |
10/21/2024 | Whittier Trust Co. | 2,947 | $370K | 0.0% | -24.4% | 0.001% | |
10/19/2024 | Penn Davis Mcfarland Inc. | 3,000 | $377K | 0.0% | N/A | 0.001% | |
10/18/2024 | Ferguson Wellman Capital Management Inc. | 42,433 | $5.33M | 0.1% | -4.0% | 0.009% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 7,213 | $906K | 0.0% | -3.4% | 0.002% | |
10/16/2024 | Indiana Trust & Investment Management Co | 2,758 | $346K | 0.1% | +2,257.3% | 0.001% | |
10/16/2024 | Regent Peak Wealth Advisors LLC | 102,579 | $12.89M | 2.9% | -2.6% | 0.022% | |
10/16/2024 | Gleason Group Inc. | 152,596 | $19.17M | 3.5% | +1.5% | 0.032% | |
10/16/2024 | Tsfg LLC | 46,134 | $5.80M | 1.3% | +1.7% | 0.010% | |
10/16/2024 | MN Wealth Advisors LLC | 8,538 | $1.07M | 0.6% | -5.0% | 0.002% | |
10/16/2024 | Lynch & Associates IN | 56,872 | $7.14M | 1.5% | -1.4% | 0.012% | |
10/15/2024 | Zhang Financial LLC | 667,769 | $83.89M | 5.3% | -2.9% | 0.142% | |
10/15/2024 | NBC Securities Inc. | 2,457 | $308K | 0.0% | -5.3% | 0.001% | |
10/11/2024 | Fifth Third Securities Inc. | 57,280 | $7.20M | 0.7% | -13.5% | 0.012% | |
10/11/2024 | Grove Bank & Trust | 59,426 | $7.47M | 1.1% | +0.2% | 0.013% | |
10/11/2024 | Fiduciary Alliance LLC | 21,447 | $2.69M | 0.4% | +2.9% | 0.005% | |
10/11/2024 | ORG Partners LLC | 88,382 | $11.10M | 1.8% | +28.0% | 0.019% | |
10/10/2024 | Valeo Financial Advisors LLC | 17,397 | $2.19M | 0.1% | +2.9% | 0.004% | |
10/9/2024 | Pinnacle Bancorp Inc. | 1,271 | $160K | 0.0% | +16.9% | 0.000% | |
10/9/2024 | Planned Solutions Inc. | 146,775 | $18.44M | 7.4% | +1.8% | 0.031% | |
10/8/2024 | Evensky & Katz LLC | 1,328,368 | $166.87M | 10.9% | +5.3% | 0.282% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 10,037 | $1.26M | 0.2% | +1.2% | 0.002% | |
10/8/2024 | ETF Portfolio Partners Inc. | 71,790 | $9.02M | 2.7% | -33.9% | 0.015% | |
10/7/2024 | GAMMA Investing LLC | 2,423 | $304K | 0.0% | +73.1% | 0.001% | |
10/5/2024 | Cullen Investment Group LTD. | 4,957 | $623K | 0.1% | +2.4% | 0.001% | |
10/5/2024 | Harbor Investment Advisory LLC | 5,962 | $749K | 0.1% | +2.7% | 0.001% | |
10/4/2024 | Regency Capital Management Inc. DE | 24,383 | $3.06M | 1.7% | +177.0% | 0.005% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 38,491 | $4.84M | 0.5% | N/A | 0.008% | |
10/3/2024 | VERITY Wealth Advisors | 4,618 | $580K | 0.4% | -5.0% | 0.001% | |
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10/2/2024 | Lowe Wealth Advisors LLC | 281 | $35K | 0.0% | +63.4% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 265 | $32K | 0.0% | N/A | 0.000% | |
8/21/2024 | Regency Capital Management Inc. DE | 8,801 | $1.05M | 0.7% | -20.0% | 0.002% | |
8/16/2024 | Sunbelt Securities Inc. | 32,256 | $3.83M | 0.4% | +3.1% | 0.007% | |
8/16/2024 | Nemes Rush Group LLC | 6,704 | $796K | 0.1% | +34.8% | 0.001% | |
8/16/2024 | Magnolia Capital Advisors LLC | 913,899 | $108.55M | 3.8% | N/A | 0.194% | |
8/14/2024 | Clear Point Advisors Inc. | 5,378 | $639K | 0.5% | -7.2% | 0.001% | |
8/14/2024 | Certified Advisory Corp | 1,759 | $209K | 0.0% | N/A | 0.000% | |
8/14/2024 | EverSource Wealth Advisors LLC | 1,509 | $183K | 0.0% | -39.6% | 0.000% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 2,631 | $313K | 0.0% | -36.7% | 0.001% | |