5/8/2024 | US Bancorp DE | 19,545 | $1.14M | 0.0% | +39.1% | 0.004% | |
5/8/2024 | Watershed Private Wealth LLC | 5,360 | $314K | 0.1% | -89.0% | 0.001% | |
5/8/2024 | New Republic Capital LLC | 453 | $27K | 0.0% | -84.5% | 0.000% | |
5/8/2024 | Edgehill Endowment Partners LLC | 2,074,380 | $121.46M | 14.9% | +18.1% | 0.463% | |
5/8/2024 | Thoroughbred Financial Services LLC | 3,619 | $211K | 0.0% | N/A | 0.001% | |
5/7/2024 | Anson Capital Inc. | 4,257 | $249K | 0.4% | -5.4% | 0.001% | |
|
5/7/2024 | Abbrea Capital LLC | 225,091 | $13.18M | 1.7% | +1.2% | 0.050% | |
5/7/2024 | Concurrent Investment Advisors LLC | 12,135 | $710K | 0.0% | -60.4% | 0.003% | |
5/7/2024 | Atomi Financial Group Inc. | 110,082 | $6.45M | 0.6% | +3,153.0% | 0.025% | |
5/7/2024 | Montag A & Associates Inc. | 4,057 | $238K | 0.0% | +67.4% | 0.001% | |
5/7/2024 | Topel & Distasi Wealth Management LLC | 18,064 | $1.06M | 0.5% | +10.6% | 0.004% | |
5/7/2024 | Empowered Funds LLC | 177,620 | $10.37M | 0.2% | +7.3% | 0.040% | |
5/7/2024 | Houlihan Financial Resource Group Ltd. | 14,008 | $820K | 0.4% | -1.4% | 0.003% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 59,953 | $3.51M | 0.0% | +3.8% | 0.013% | |
5/6/2024 | Davidson Capital Management Inc. | 4,698 | $275K | 0.1% | +8.0% | 0.001% | |
5/6/2024 | Staley Capital Advisers Inc. | 207,350 | $12.14M | 0.6% | +3.7% | 0.046% | |
5/4/2024 | R. W. Roge & Company Inc. | 180,628 | $10.58M | 6.4% | -12.3% | 0.040% | |
5/4/2024 | PrairieView Partners LLC | 616,821 | $36.12M | 4.1% | +5.8% | 0.138% | |
5/4/2024 | Evergreen Advisors LLC | 436,869 | $25.58M | 7.8% | +8.8% | 0.098% | |
5/4/2024 | Silver Oak Advisory Group Inc. | 12,097 | $709K | 0.4% | +229.0% | 0.003% | |
5/3/2024 | Pictet North America Advisors SA | 393,405 | $23.03M | 2.6% | +2,505.3% | 0.088% | |
5/3/2024 | United Community Bank | 8,001 | $468K | 0.2% | +35.6% | 0.002% | |
5/3/2024 | Whittier Trust Co. | 29,145 | $1.71M | 0.0% | -38.6% | 0.007% | |
5/2/2024 | Mutual Advisors LLC | 31,400 | $1.84M | 0.1% | -3.0% | 0.007% | |
5/2/2024 | Salomon & Ludwin LLC | 162,201 | $9.50M | 0.8% | +288.4% | 0.036% | |
5/2/2024 | RiverFront Investment Group LLC | 500,408 | $29.30M | 0.8% | +3.9% | 0.112% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 937,696 | $54.90M | 1.2% | N/A | 0.209% | |
5/2/2024 | Blume Capital Management Inc. | 92,950 | $5.44M | 1.3% | -4.7% | 0.021% | |
5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 17,570 | $1.03M | 0.2% | +49.4% | 0.004% | |
5/2/2024 | Graypoint LLC | 32,564 | $1.91M | 0.1% | +7.6% | 0.007% | |
5/2/2024 | Gilbert & Cook Inc. | 10,907 | $639K | 0.1% | -10.4% | 0.002% | |
5/2/2024 | Elevate Wealth Advisory Inc. | 182,514 | $10.69M | 9.3% | -5.0% | 0.041% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 5,464 | $320K | 0.0% | +60.7% | 0.001% | |
5/2/2024 | Hunter Associates Investment Management LLC | 12,851 | $754K | 0.1% | +7.8% | 0.003% | |
5/2/2024 | REDW Wealth LLC | 82,224 | $4.81M | 1.3% | -5.5% | 0.018% | |
5/1/2024 | GLOBALT Investments LLC GA | 617,734 | $36.17M | 1.4% | -2.1% | 0.138% | |
5/1/2024 | Resonant Capital Advisors LLC | 81,307 | $4.76M | 0.4% | -0.3% | 0.018% | |
5/1/2024 | Connecticut Wealth Management LLC | 90,690 | $5.31M | 0.3% | -6.9% | 0.020% | |
5/1/2024 | 1834 Investment Advisors Co. | 462,263 | $27.07M | 3.2% | -2.0% | 0.103% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 43,983 | $2.58M | 0.6% | -2.1% | 0.010% | |
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5/1/2024 | Janney Montgomery Scott LLC | 64,511 | $3.78M | 0.0% | +6.8% | 0.014% | |
5/1/2024 | Auour Investments LLC | 68,817 | $4.03M | 1.5% | +1.1% | 0.015% | |
5/1/2024 | Blue Trust Inc. | 3,733,568 | $218.60M | 3.1% | -6.4% | 0.834% | |
5/1/2024 | Source Financial Advisors LLC | 4,294 | $251K | 0.1% | -38.9% | 0.001% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 332,042 | $19.44M | 0.0% | +5.3% | 0.074% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 9,352 | $548K | 0.0% | -33.6% | 0.002% | |
5/1/2024 | Retirement Group LLC | 3,868 | $226K | 0.1% | +10.5% | 0.001% | |
5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 86,029 | $5.04M | 0.4% | -0.9% | 0.019% | |
5/1/2024 | Diversify Advisory Services LLC | 26,345 | $1.53M | 0.1% | N/A | 0.006% | |
4/30/2024 | Private Advisor Group LLC | 31,363 | $1.84M | 0.0% | -20.2% | 0.007% | |
4/30/2024 | Consolidated Portfolio Review Corp | 34,974 | $2.05M | 0.5% | -8.5% | 0.008% | |
4/30/2024 | SWS Partners | 15,605 | $914K | 0.3% | +8.0% | 0.003% | |
4/30/2024 | LifePlan Financial LLC | 60,343 | $3.53M | 3.2% | +11.5% | 0.013% | |
4/30/2024 | Concord Wealth Partners | 52,581 | $3.08M | 0.6% | -28.3% | 0.012% | |
4/30/2024 | Private Wealth Management Group LLC | 281,403 | $16.48M | 7.5% | +21.4% | 0.063% | |
4/30/2024 | Wooster Corthell Wealth Management Inc. | 426,692 | $24.98M | 5.7% | +5.6% | 0.095% | |
4/30/2024 | Arkadios Wealth Advisors | 46,513 | $2.72M | 0.2% | +496.9% | 0.010% | |
4/30/2024 | Bull Street Advisors LLC | 60,850 | $3.56M | 1.7% | -2.2% | 0.014% | |
4/30/2024 | SkyOak Wealth LLC | 11,880 | $696K | 0.2% | -1.8% | 0.003% | |
4/29/2024 | Commonwealth Equity Services LLC | 239,018 | $14.00M | 0.0% | -6.8% | 0.053% | |
4/29/2024 | ETF Store Inc. | 12,450 | $729K | 0.4% | +17.6% | 0.003% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 68,288 | $4.00M | 0.1% | +1.9% | 0.015% | |
4/29/2024 | RWA Wealth Partners LLC | 8,672,630 | $507.78M | 6.8% | +2.1% | 1.937% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 59,931 | $3.44M | 0.3% | +2.5% | 0.013% | |
4/27/2024 | Capital Performance Advisors LLP | 32,121 | $1.88M | 0.7% | +23.4% | 0.007% | |
4/26/2024 | Pinnacle Associates Ltd. | 38,927 | $2.28M | 0.0% | -6.6% | 0.009% | |
4/26/2024 | UMB Bank n.a. | 45,539 | $2.67M | 0.0% | -0.5% | 0.010% | |
4/26/2024 | Opus Capital Group LLC | 582,208 | $34.09M | 5.0% | +12.2% | 0.130% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 4,926 | $288K | 0.0% | +7.3% | 0.001% | |
4/26/2024 | Clear Creek Financial Management LLC | 14,342 | $840K | 0.1% | +6.7% | 0.003% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 6,434 | $377K | 0.0% | N/A | 0.001% | |
4/26/2024 | Heritage Wealth Management Inc. Texas | 21,110 | $1.24M | 0.8% | +27.2% | 0.005% | |
4/26/2024 | Claris Advisors LLC MO | 12,612 | $738K | 0.4% | +76.0% | 0.003% | |
4/26/2024 | Checchi Capital Advisers LLC | 94,156 | $5.51M | 0.4% | +2.3% | 0.021% | |
4/26/2024 | Bogart Wealth LLC | 1,414 | $83K | 0.0% | +45.2% | 0.000% | |
4/25/2024 | One Day In July LLC | 11,185 | $655K | 0.1% | -18.0% | 0.002% | |
4/25/2024 | Human Investing LLC | 41,758 | $2.45M | 0.5% | +16.3% | 0.009% | |
4/25/2024 | Bank of New York Mellon Corp | 2,138,054 | $125.18M | 0.0% | +15.6% | 0.478% | |
4/25/2024 | Capital Investment Advisory Services LLC | 1,378 | $81K | 0.0% | -30.8% | 0.000% | |
4/25/2024 | 25 LLC | 170,393 | $9.98M | 4.9% | +7.1% | 0.038% | |
4/25/2024 | Eudaimonia Partners LLC | 78,549 | $4.60M | 1.1% | +538.9% | 0.018% | |
4/25/2024 | Valeo Financial Advisors LLC | 1,158,082 | $66.36M | 2.1% | +7.8% | 0.259% | |
4/25/2024 | North Ridge Wealth Advisors Inc. | 176,276 | $10.32M | 8.0% | +7.8% | 0.039% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 297,910 | $17.44M | 0.1% | -25.7% | 0.067% | |
4/24/2024 | Leavell Investment Management Inc. | 9,160 | $536K | 0.0% | N/A | 0.002% | |
4/24/2024 | Simplicity Wealth LLC | 87,095 | $5.10M | 0.1% | +4.8% | 0.019% | |
4/24/2024 | Archford Capital Strategies LLC | 161,186 | $9.44M | 1.6% | +20.6% | 0.036% | |
4/24/2024 | Ackerman Capital Advisors LLC | 93,196 | $5.46M | 1.5% | -1.7% | 0.021% | |
4/23/2024 | BSW Wealth Partners | 360,168 | $21.09M | 3.6% | +4.3% | 0.080% | |
4/23/2024 | Summit Trail Advisors LLC | 3,160,233 | $185.03M | 4.9% | +92.0% | 0.706% | |
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4/23/2024 | Strategic Blueprint LLC | 4,496 | $263K | 0.0% | -5.0% | 0.001% | |
4/23/2024 | Hanson & Doremus Investment Management | 662,719 | $38.80M | 6.2% | +14.8% | 0.148% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,421,436 | $83.23M | 0.1% | +31.3% | 0.318% | |
4/22/2024 | Towneley Capital Management Inc DE | 403,507 | $23.63M | 5.8% | +2.0% | 0.090% | |
4/22/2024 | American Financial Advisors LLC | 6,609 | $387K | 0.1% | N/A | 0.001% | |
4/22/2024 | Nilsine Partners LLC | 57,627 | $3.37M | 0.5% | -13.8% | 0.013% | |
4/22/2024 | Arista Wealth Management LLC | 128,319 | $7.51M | 5.7% | -56.2% | 0.029% | |
4/22/2024 | PFG Investments LLC | 39,674 | $2.32M | 0.1% | +1,006.0% | 0.009% | |
4/22/2024 | Oakworth Capital Inc. | 493,470 | $28.89M | 2.2% | +9.9% | 0.110% | |
4/22/2024 | Raymond James & Associates | 312,185 | $18.28M | 0.0% | -10.8% | 0.070% | |