5/4/2024 | R. W. Roge & Company Inc. | 41,939 | $2.44M | 1.5% | +1,107.9% | 0.012% | |
5/4/2024 | McClarren Financial Advisors Inc. | 59 | $30K | 0.0% | -93.1% | 0.000% | |
5/4/2024 | Silver Oak Advisory Group Inc. | 6,666 | $388K | 0.2% | N/A | 0.002% | |
5/4/2024 | Gould Asset Management LLC CA | 342,793 | $19.91M | 4.8% | -3.8% | 0.099% | |
5/4/2024 | Valley Wealth Managers Inc. | 10,793 | $627K | 0.0% | +4.5% | 0.003% | |
5/4/2024 | One Degree Advisors Inc | 92,678 | $5.38M | 2.7% | +1.3% | 0.027% | |
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5/4/2024 | Csenge Advisory Group | 7,240 | $420K | 0.0% | +17.3% | 0.002% | |
5/3/2024 | Embree Financial Group | 53,063 | $3.08M | 0.6% | -13.2% | 0.015% | |
5/3/2024 | TFB Advisors LLC | 5,081 | $292K | 0.1% | +15.0% | 0.001% | |
5/3/2024 | Larson Financial Group LLC | 3,237 | $188K | 0.0% | -7.8% | 0.001% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,857 | $340K | 0.0% | -6.1% | 0.002% | |
5/3/2024 | Easterly Investment Partners LLC | 5,334 | $310K | 0.0% | +4.0% | 0.002% | |
5/3/2024 | Lutz Financial Services LLC | 20,123 | $1.17M | 0.1% | -57.7% | 0.006% | |
5/3/2024 | United Community Bank | 3,130 | $182K | 0.1% | +36.0% | 0.001% | |
5/3/2024 | Whittier Trust Co. | 88,662 | $5.15M | 0.1% | +5.5% | 0.026% | |
5/2/2024 | Mutual Advisors LLC | 45,279 | $2.63M | 0.1% | +10.2% | 0.013% | |
5/2/2024 | Salomon & Ludwin LLC | 435,074 | $25.27M | 2.2% | +30.4% | 0.125% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 570,507 | $33.13M | 0.8% | N/A | 0.164% | |
5/2/2024 | First Command Advisory Services Inc. | 502,394 | $29.17M | 0.3% | +6,555.1% | 0.145% | |
5/2/2024 | Blume Capital Management Inc. | 23,090 | $1.34M | 0.3% | -4.2% | 0.007% | |
5/2/2024 | Financial Counselors Inc. | 5,409 | $314K | 0.0% | N/A | 0.002% | |
5/2/2024 | Conservest Capital Advisors Inc. | 188,513 | $10.95M | 1.1% | +1.1% | 0.054% | |
5/2/2024 | Curran Financial Partners LLC | 22,292 | $1.29M | 0.5% | +11.0% | 0.006% | |
5/2/2024 | Lincoln National Corp | 40,801 | $2.37M | 0.0% | +8.0% | 0.012% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 3,720 | $216K | 0.0% | N/A | 0.001% | |
5/2/2024 | Presilium Private Wealth LLC | 528,251 | $30.68M | 8.1% | +22.2% | 0.152% | |
5/2/2024 | Greenwood Capital Associates LLC | 41,456 | $2.41M | 0.3% | -22.8% | 0.012% | |
5/2/2024 | REDW Wealth LLC | 79,330 | $4.61M | 1.2% | -13.7% | 0.023% | |
5/1/2024 | Connecticut Wealth Management LLC | 11,264 | $654K | 0.0% | -6.1% | 0.003% | |
5/1/2024 | 1834 Investment Advisors Co. | 734,005 | $42.62M | 5.1% | +0.2% | 0.211% | |
5/1/2024 | Janney Montgomery Scott LLC | 55,011 | $3.20M | 0.0% | -27.7% | 0.016% | |
5/1/2024 | Intelligence Driven Advisers LLC | 123,303 | $7.16M | 1.1% | -87.2% | 0.035% | |
5/1/2024 | CWS Financial Advisors LLC | 30,417 | $1.77M | 0.7% | +6.7% | 0.009% | |
5/1/2024 | Blue Trust Inc. | 2,301,584 | $133.65M | 1.9% | -20.2% | 0.662% | |
5/1/2024 | Klingman & Associates LLC | 20,060 | $1.17M | 0.1% | -8.3% | 0.006% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 149,274 | $8.67M | 0.0% | -63.3% | 0.043% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 15,250 | $886K | 0.1% | -17.4% | 0.004% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 911,394 | $52.93M | 3.9% | +14.3% | 0.262% | |
5/1/2024 | Colony Family Offices LLC | 137,255 | $7.97M | 2.6% | +14.5% | 0.039% | |
5/1/2024 | Mission Wealth Management LP | 7,223 | $419K | 0.0% | -14.0% | 0.002% | |
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5/1/2024 | Starfox Financial Services LLC | 100,749 | $5.81M | 4.9% | -13.2% | 0.029% | |
5/1/2024 | Diversify Advisory Services LLC | 4,802 | $277K | 0.0% | N/A | 0.001% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 134,883 | $7.83M | 2.1% | -13.4% | 0.039% | |
5/1/2024 | DecisionPoint Financial LLC | 1,260 | $73K | 0.0% | +125.0% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 131,557 | $7.64M | 0.1% | -71.1% | 0.038% | |
4/30/2024 | J.W. Cole Advisors Inc. | 9,681 | $562K | 0.0% | +23.7% | 0.003% | |
4/30/2024 | Culbertson A N & Co. Inc. | 61,574 | $3.58M | 0.6% | +8.4% | 0.018% | |
4/30/2024 | HB Wealth Management LLC | 202,296 | $11.75M | 0.1% | -41.6% | 0.058% | |
4/30/2024 | SpiderRock Advisors LLC | 4,682 | $271K | 0.0% | N/A | 0.001% | |
4/30/2024 | Concord Wealth Partners | 461 | $27K | 0.0% | N/A | 0.000% | |
4/30/2024 | Fountainhead AM LLC | 224,300 | $13.03M | 3.2% | +16.7% | 0.065% | |
4/30/2024 | True Vision MN LLC | 34,546 | $1.99M | 1.4% | +2.4% | 0.010% | |
4/30/2024 | Arkadios Wealth Advisors | 7,605 | $442K | 0.0% | +36.4% | 0.002% | |
4/30/2024 | Bull Street Advisors LLC | 139,948 | $8.13M | 3.9% | -2.1% | 0.040% | |
4/30/2024 | Perigon Wealth Management LLC | 142,124 | $8.25M | 0.3% | +13.3% | 0.041% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 5,077 | $293K | 0.2% | -5.8% | 0.001% | |
4/30/2024 | Investment Advisory Group LLC | 38,178 | $2.22M | 0.9% | +6.3% | 0.011% | |
4/29/2024 | Commonwealth Equity Services LLC | 212,269 | $12.33M | 0.0% | -41.9% | 0.061% | |
4/29/2024 | Boyd Watterson Asset Management LLC OH | 2,223 | $129K | 0.0% | -63.7% | 0.001% | |
4/29/2024 | Benjamin Edwards Inc. | 33,710 | $1.96M | 0.4% | -40.1% | 0.010% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 496,487 | $28.83M | 0.5% | -1.5% | 0.143% | |
4/29/2024 | RWA Wealth Partners LLC | 20,541 | $1.19M | 0.0% | -6.7% | 0.006% | |
4/29/2024 | American Capital Advisory LLC | 2,500 | $146K | 0.1% | N/A | 0.001% | |
4/29/2024 | Union Savings Bank | 1,479 | $86K | 0.0% | +136.6% | 0.000% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 35,080 | $2.04M | 0.8% | +7.3% | 0.010% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 13,858 | $799K | 0.3% | +53.3% | 0.004% | |
4/26/2024 | Prairiewood Capital LLC | 15,126 | $878K | 0.4% | +66.5% | 0.004% | |
4/26/2024 | Highview Capital Management LLC DE | 124,360 | $7.22M | 3.2% | -15.6% | 0.036% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 17,263 | $1.00M | 0.2% | -25.2% | 0.005% | |
4/26/2024 | Opus Capital Group LLC | 534,950 | $31.07M | 4.5% | +2.2% | 0.154% | |
4/26/2024 | Barton Investment Management | 20,929 | $1.22M | 0.1% | +6.8% | 0.006% | |
4/26/2024 | Clear Creek Financial Management LLC | 7,390 | $429K | 0.1% | +6.5% | 0.002% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 5,550 | $322K | 0.0% | N/A | 0.002% | |
4/26/2024 | Checchi Capital Advisers LLC | 54,394 | $3.16M | 0.2% | +9.5% | 0.016% | |
4/25/2024 | Bear Mountain Capital Inc. | 15,969 | $921K | 0.4% | +2.4% | 0.005% | |
4/25/2024 | Jacobsen Capital Management | 5,727 | $333K | 0.2% | -89.5% | 0.002% | |
4/25/2024 | One Day In July LLC | 29,307 | $1.70M | 0.2% | -9.3% | 0.008% | |
4/25/2024 | Lodestar Private Asset Management LLC | 5,495 | $319K | 0.0% | -12.8% | 0.002% | |
4/25/2024 | Human Investing LLC | 219,914 | $12.77M | 2.6% | +5.3% | 0.063% | |
4/25/2024 | Capital Investment Advisory Services LLC | 318,877 | $18.52M | 2.0% | -57.7% | 0.092% | |
4/25/2024 | Seven Post Investment Office LP | 83,470 | $4.85M | 1.2% | +4.3% | 0.024% | |
4/25/2024 | Eudaimonia Partners LLC | 27,407 | $1.59M | 0.4% | N/A | 0.008% | |
4/25/2024 | Valeo Financial Advisors LLC | 77,360 | $4.46M | 0.1% | +5.8% | 0.022% | |
4/25/2024 | Signify Wealth | 97,778 | $5.68M | 9.4% | +20.4% | 0.028% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 488,099 | $28.34M | 0.1% | -1.8% | 0.140% | |
4/24/2024 | Keene & Associates Inc. | 8,282 | $481K | 0.4% | -11.2% | 0.002% | |
4/24/2024 | Wolff Financial Management LLC | 286,422 | $16.63M | 4.8% | +0.7% | 0.082% | |
4/24/2024 | Alta Advisers Ltd | 699,427 | $40.62M | 20.1% | +4.6% | 0.201% | |
4/24/2024 | Oak Family Advisors LLC | 5,557 | $323K | 0.1% | N/A | 0.002% | |
4/24/2024 | Family Capital Trust Co | 60,832 | $3.53M | 1.2% | +1.6% | 0.018% | |
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4/24/2024 | Pegasus Partners Ltd. | 95,073 | $5.52M | 0.6% | +17.3% | 0.027% | |
4/24/2024 | Simplicity Wealth LLC | 316,624 | $18.39M | 0.4% | +339.0% | 0.091% | |
4/24/2024 | NBT Bank N A NY | 6,243 | $400K | 0.0% | +33.0% | 0.002% | |
4/24/2024 | Spire Wealth Management | 342,616 | $19.90M | 0.8% | -24.3% | 0.099% | |
4/24/2024 | Buttonwood Financial Advisors Inc. | 7,988 | $464K | 0.2% | -6.5% | 0.002% | |
4/24/2024 | Essex Financial Services Inc. | 4,436 | $258K | 0.0% | -16.2% | 0.001% | |
4/23/2024 | Bfsg LLC | 1,606 | $93K | 0.0% | N/A | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 2,194 | $127K | 0.0% | -24.1% | 0.001% | |
4/23/2024 | LaFleur & Godfrey LLC | 19,788 | $1.15M | 0.2% | +0.9% | 0.006% | |
4/23/2024 | Sage Mountain Advisors LLC | 49,277 | $2.86M | 0.3% | -21.6% | 0.014% | |