1/14/2025 | Smith Thornton Advisors LLC | 89,800 | $3.07M | 1.9% | -0.9% | 0.016% | |
1/14/2025 | RMR Wealth Builders | 14,719 | $502K | 0.1% | +34.9% | 0.003% | |
1/14/2025 | Outlook Wealth Advisors LLC | 37,990 | $1.30M | 0.4% | +4.9% | 0.007% | |
1/14/2025 | ERn Financial LLC | 681,113 | $23.25M | 3.5% | +4.9% | 0.120% | |
1/14/2025 | Advisors Management Group Inc. ADV | 26,239 | $896K | 0.2% | +3.4% | 0.005% | |
1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 175,805 | $6M | 0.1% | +28.2% | 0.031% | |
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1/14/2025 | Apella Capital LLC | 45,212 | $1.54M | 0.1% | +3.6% | 0.008% | |
1/14/2025 | Richard P Slaughter Associates Inc | 47,635 | $1.63M | 0.4% | +5.2% | 0.008% | |
1/14/2025 | Clarus Wealth Advisors | 113,819 | $3.85M | 1.9% | -3.6% | 0.020% | |
1/14/2025 | Acropolis Investment Management LLC | 20,547 | $701K | 0.0% | +16.2% | 0.004% | |
1/14/2025 | Park Avenue Securities LLC | 1,654,198 | $56.46M | 0.6% | +3.4% | 0.293% | |
1/14/2025 | Pacifica Partners Inc. | 11,295 | $385K | 0.2% | +17.3% | 0.002% | |
1/14/2025 | KWB Wealth | 1,153,790 | $43.34M | 5.4% | -3.6% | 0.204% | |
1/14/2025 | Integrated Capital Management Inc. | 259,540 | $8.86M | 7.0% | -0.2% | 0.046% | |
1/14/2025 | Ignite Planners LLC | 192,466 | $6.60M | 1.4% | +5.4% | 0.034% | |
1/14/2025 | McNaughton Wealth Management LLC | 38,029 | $1.30M | 0.6% | +7.4% | 0.007% | |
1/14/2025 | Wallace Advisory Group LLC | 22,793 | $856K | 0.6% | -2.9% | 0.004% | |
1/14/2025 | Gainplan LLC | 84,917 | $2.90M | 1.1% | -38.3% | 0.015% | |
1/14/2025 | Capital CS Group LLC | 6,033 | $206K | 0.3% | -15.6% | 0.001% | |
1/14/2025 | Rosenberg Matthew Hamilton | 225,826 | $7.71M | 2.0% | +4.6% | 0.040% | |
1/14/2025 | Global Financial Private Client LLC | 52,956 | $1.81M | 0.7% | +1.6% | 0.009% | |
1/14/2025 | Signal Advisors Wealth LLC | 182,384 | $6.23M | 0.7% | N/A | 0.032% | |
1/14/2025 | Hart & Patterson Financial Group LLC | 10,843 | $370K | 0.2% | N/A | 0.002% | |
1/13/2025 | TPG Financial Advisors LLC | 263,905 | $9.01M | 3.9% | +9.7% | 0.047% | |
1/13/2025 | BCS Wealth Management | 132,883 | $4.54M | 1.1% | +4.3% | 0.024% | |
1/13/2025 | AdvisorNet Financial Inc | 58,343 | $1.99M | 0.2% | +36.2% | 0.010% | |
1/13/2025 | Sentinel Pension Advisors Inc. | 160,042 | $5.46M | 1.0% | -5.5% | 0.028% | |
1/13/2025 | Signet Financial Management LLC | 303,171 | $10.35M | 1.3% | +1.9% | 0.054% | |
1/13/2025 | Courier Capital LLC | 34,928 | $1.19M | 0.1% | +10.8% | 0.006% | |
1/13/2025 | Miracle Mile Advisors LLC | 36,508 | $1.25M | 0.0% | -15.2% | 0.006% | |
1/13/2025 | Wedmont Private Capital | 36,258 | $1.23M | 0.1% | +121.0% | 0.006% | |
1/13/2025 | ACT Advisors LLC. | 52,173 | $1.78M | 1.0% | -14.7% | 0.009% | |
1/13/2025 | Brookstone Capital Management | 294,930 | $10.07M | 0.1% | +0.4% | 0.052% | |
1/13/2025 | Fiduciary Alliance LLC | 468,554 | $15.99M | 1.6% | +2.1% | 0.083% | |
1/10/2025 | Graypoint LLC | 517,548 | $17.66M | 1.1% | -0.5% | 0.092% | |
1/10/2025 | RMR Wealth Builders | 14,719 | $502K | 0.1% | +34.9% | 0.003% | |
1/10/2025 | HBW Advisory Services LLC | 94,311 | $3.22M | 0.5% | +1.1% | 0.017% | |
1/10/2025 | Ridgewood Investments LLC | 9,069 | $310K | 0.1% | +59.9% | 0.002% | |
1/10/2025 | ST Germain D J Co. Inc. | 366,203 | $12.50M | 0.6% | -4.3% | 0.065% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 2,132,796 | $80.11M | 0.2% | -0.1% | 0.377% | |
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1/10/2025 | Baker Tilly Wealth Management LLC | 25,023 | $854K | 0.3% | -3.2% | 0.004% | |
1/8/2025 | Partnership Wealth Management LLC | 174,549 | $5.96M | 5.0% | +27.1% | 0.031% | |
1/8/2025 | Legacy Private Trust Co. | 75,265 | $2.57M | 0.2% | -9.5% | 0.013% | |
1/7/2025 | Range Financial Group LLC | 86,791 | $2.96M | 1.4% | +114.9% | 0.015% | |
1/7/2025 | One Wealth Capital Management LLC | 34,591 | $1.18M | 0.6% | N/A | 0.006% | |
1/7/2025 | Norway Savings Bank | 103,345 | $3.53M | 2.0% | +4.2% | 0.018% | |
1/7/2025 | Spartan Planning & Wealth Management | 55,995 | $1.91M | 1.7% | N/A | 0.010% | |
1/6/2025 | O Connor Financial Group LLC | 279,375 | $9.54M | 5.0% | +3.8% | 0.049% | |
1/6/2025 | Boltwood Capital Management | 288,560 | $9.85M | 3.0% | +1.4% | 0.051% | |
1/3/2025 | Waller Financial Planning Group Inc. | 911,132 | $31.10M | 7.8% | +1.4% | 0.161% | |
1/2/2025 | Confluence Investment Management LLC | 736,703 | $25.14M | 0.3% | -13.6% | 0.130% | |
12/26/2024 | JPMorgan Chase & Co. | 1,515,978 | $56.94M | 0.0% | +14.9% | 0.268% | |
12/9/2024 | Copley Financial Group Inc. | 12,850 | $483K | 0.4% | N/A | 0.002% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 298,859 | $11.23M | 7.5% | +7.5% | 0.053% | |
11/29/2024 | American Trust | 12,617 | $474K | 0.0% | -6.6% | 0.002% | |
11/25/2024 | Optimist Retirement Group LLC | 164,307 | $6.17M | 2.8% | +3.0% | 0.029% | |
11/25/2024 | World Investment Advisors LLC | 39,340 | $1.48M | 0.0% | +12.6% | 0.007% | |
11/25/2024 | Sanctuary Advisors LLC | 454,814 | $16.05M | 0.1% | +4.8% | 0.080% | |
11/19/2024 | Second Line Capital LLC | 526,316 | $19.77M | 5.4% | +4.3% | 0.093% | |
11/18/2024 | Rehmann Capital Advisory Group | 31,953 | $1.20M | 0.1% | +3.0% | 0.006% | |
11/18/2024 | Hobbs Group Advisors LLC | 257,404 | $9.67M | 3.5% | +15.9% | 0.046% | |
11/18/2024 | Virtue Capital Management LLC | 10,824 | $407K | 0.1% | -31.7% | 0.002% | |
11/18/2024 | Arete Wealth Advisors LLC | 141,461 | $5.30M | 0.4% | -23.5% | 0.025% | |
11/18/2024 | Brown Financial Advisors | 214,914 | $8.07M | 3.3% | +5.9% | 0.038% | |
11/18/2024 | JDM Financial Group LLC | 334,927 | $12.58M | 6.8% | +7.4% | 0.059% | |
11/15/2024 | Brophy Wealth Management LLC | 7,908 | $297K | 0.1% | N/A | 0.001% | |
11/15/2024 | M&T Bank Corp | 42,113 | $1.58M | 0.0% | -6.4% | 0.007% | |
11/15/2024 | Continuum Advisory LLC | 154,842 | $5.43M | 0.7% | -1.1% | 0.027% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 17,435 | $655K | 0.2% | +8.4% | 0.003% | |
11/15/2024 | MML Investors Services LLC | 1,274,797 | $47.88M | 0.2% | -1.9% | 0.226% | |
11/15/2024 | Orion Portfolio Solutions LLC | 314,583 | $11.82M | 0.3% | -4.6% | 0.056% | |
11/15/2024 | Zacks Investment Management | 18,948 | $712K | 0.0% | +5.8% | 0.003% | |
11/15/2024 | Glen Eagle Advisors LLC | 34,227 | $1.29M | 0.2% | +14.5% | 0.006% | |
11/15/2024 | EP Wealth Advisors LLC | 47,842 | $1.80M | 0.0% | +29.5% | 0.008% | |
11/15/2024 | Jane Street Group LLC | 340,801 | $12.80M | 0.0% | +81.7% | 0.060% | |
11/15/2024 | State Street Corp | 6,960,568 | $261.44M | 0.0% | -42.6% | 1.231% | |
11/15/2024 | Stifel Financial Corp | 2,673,047 | $100.40M | 0.1% | +0.8% | 0.473% | |
11/15/2024 | Swmg LLC | 21,036 | $737K | 0.3% | -38.4% | 0.004% | |
11/15/2024 | Safe Harbor Fiduciary LLC | 1,146 | $43K | 0.0% | N/A | 0.000% | |
11/15/2024 | SageView Advisory Group LLC | 12,208 | $459K | 0.0% | -9.9% | 0.002% | |
11/15/2024 | Quantinno Capital Management LP | 40,884 | $1.54M | 0.0% | N/A | 0.007% | |
11/15/2024 | Red Wave Investments LLC | 154,198 | $5.79M | 2.0% | -4.6% | 0.027% | |
11/15/2024 | Redwood Investment Management LLC | 16,040 | $604K | 0.1% | -8.7% | 0.003% | |
11/15/2024 | Resurgent Financial Advisors LLC | 12,777 | $480K | 0.3% | -11.5% | 0.002% | |
11/15/2024 | Retirement Investment Advisors Inc. | 7,363 | $277K | 0.0% | -5.5% | 0.001% | |
11/15/2024 | IHT Wealth Management LLC | 698,259 | $26.21M | 0.7% | -24.1% | 0.124% | |
11/15/2024 | Integrated Wealth Concepts LLC | 922,456 | $34.65M | 0.4% | +3.0% | 0.163% | |
11/15/2024 | HighTower Advisors LLC | 1,105,499 | $41.55M | 0.1% | -1.6% | 0.196% | |
11/15/2024 | Hilltop Holdings Inc. | 24,664 | $926K | 0.1% | N/A | 0.004% | |
11/15/2024 | Ascent Group LLC | 64,227 | $2.41M | 0.2% | -37.9% | 0.011% | |
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11/15/2024 | Benjamin Edwards Inc. | 1,748,164 | $65.66M | 1.0% | +1,732.2% | 0.309% | |
11/15/2024 | FSA Wealth Management LLC | 6,514 | $245K | 0.1% | N/A | 0.001% | |
11/14/2024 | Encompass More Asset Management | 5,834 | $219K | 0.1% | -13.6% | 0.001% | |
11/14/2024 | Captrust Financial Advisors | 109,313 | $4.11M | 0.0% | +1.5% | 0.019% | |
11/14/2024 | Rockefeller Capital Management L.P. | 1,347,570 | $50.62M | 0.1% | +4.2% | 0.238% | |
11/14/2024 | WFA of San Diego LLC | 28,979 | $1.09M | 0.9% | -7.7% | 0.005% | |
11/14/2024 | CreativeOne Wealth LLC | 79,381 | $2.98M | 0.1% | -19.8% | 0.014% | |
11/13/2024 | Freedom Investment Management Inc. | 27,349 | $1.03M | 0.1% | -38.4% | 0.005% | |
11/13/2024 | Townsquare Capital LLC | 5,259,797 | $197.56M | 2.4% | +9.2% | 0.930% | |
11/13/2024 | Goodman Financial Corp | 782,758 | $29.40M | 6.6% | +1.7% | 0.138% | |