5/3/2024 | United Community Bank | 6,782 | $1.41M | 0.5% | -15.2% | 0.002% | |
5/3/2024 | Liberty Wealth Management LLC | 2,754 | $573K | 0.1% | -14.8% | 0.001% | |
5/3/2024 | Smith Salley Wealth Management | 2,036 | $424K | 0.0% | +27.2% | 0.001% | |
5/3/2024 | Absolute Capital Management LLC | 4,084 | $851K | 0.5% | -50.1% | 0.001% | |
5/2/2024 | Mutual Advisors LLC | 105,534 | $21.98M | 0.7% | -2.6% | 0.034% | |
5/2/2024 | Salomon & Ludwin LLC | 335,779 | $70.17M | 6.0% | -4.1% | 0.107% | |
|
5/2/2024 | RiverFront Investment Group LLC | 572,028 | $119.14M | 3.4% | +1.7% | 0.182% | |
5/2/2024 | First Command Advisory Services Inc. | 1,381 | $288K | 0.0% | -4.7% | 0.000% | |
5/2/2024 | USAdvisors Wealth Management LLC | 31,149 | $6.50M | 2.4% | +19.4% | 0.010% | |
5/2/2024 | Financial Counselors Inc. | 86,989 | $18.12M | 0.3% | -2.5% | 0.028% | |
5/2/2024 | Conservest Capital Advisors Inc. | 526,222 | $109.60M | 11.2% | -2.8% | 0.168% | |
5/2/2024 | Summit Financial Wealth Advisors LLC | 3,585 | $747K | 0.2% | +2.4% | 0.001% | |
5/2/2024 | Magnolia Capital Advisors LLC | 3,673 | $707K | 0.6% | +38.7% | 0.001% | |
5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 8,252 | $1.72M | 0.3% | +4.6% | 0.003% | |
5/2/2024 | FinTrust Capital Advisors LLC | 2,477 | $516K | 0.1% | +5.7% | 0.001% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 7,643 | $1.59M | 1.2% | N/A | 0.002% | |
5/2/2024 | Graypoint LLC | 201,357 | $41.94M | 3.0% | -18.0% | 0.064% | |
5/2/2024 | Haverford Trust Co | 10,799 | $2.25M | 0.0% | +4.3% | 0.003% | |
5/2/2024 | Pittenger & Anderson Inc. | 73,231 | $15.25M | 0.6% | -1.6% | 0.023% | |
5/2/2024 | Quent Capital LLC | 322 | $67K | 0.0% | +1,794.1% | 0.000% | |
5/2/2024 | Thompson Davis & CO. Inc. | 2,059 | $429K | 0.3% | N/A | 0.001% | |
5/2/2024 | Lincoln National Corp | 34,529 | $7.19M | 0.1% | -10.3% | 0.011% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 19,321 | $4.02M | 0.2% | -19.1% | 0.006% | |
5/2/2024 | Fidelis Capital Partners LLC | 13,530 | $2.82M | 0.5% | +10.7% | 0.004% | |
5/2/2024 | Goelzer Investment Management Inc. | 2,898 | $604K | 0.0% | -9.8% | 0.001% | |
5/2/2024 | Choreo LLC | 8,695 | $1.81M | 0.0% | -8.2% | 0.003% | |
5/2/2024 | BW Gestao de Investimentos Ltda. | 39,440 | $8.21M | 0.2% | N/A | 0.013% | |
5/2/2024 | Comprehensive Wealth Management LLC | 18,653 | $3.89M | 3.0% | -2.0% | 0.006% | |
5/2/2024 | Lewis Asset Management LLC | 2,601 | $542K | 0.4% | -12.3% | 0.001% | |
5/2/2024 | Moloney Securities Asset Management LLC | 7,140 | $1.49M | 0.2% | -6.2% | 0.002% | |
5/2/2024 | ESG Planning DBA Harper Investing | 1,938 | $404K | 0.5% | N/A | 0.001% | |
5/2/2024 | Hollencrest Capital Management | 192,999 | $40.20M | 1.8% | +4.8% | 0.061% | |
5/2/2024 | Palisade Asset Management LLC | 461 | $96K | 0.0% | N/A | 0.000% | |
5/2/2024 | Greenwood Capital Associates LLC | 5,022 | $1.05M | 0.1% | -6.2% | 0.002% | |
5/2/2024 | REDW Wealth LLC | 2,373 | $494K | 0.1% | +21.3% | 0.001% | |
5/2/2024 | Regent Peak Wealth Advisors LLC | 3,724 | $776K | 0.2% | +3.8% | 0.001% | |
5/2/2024 | Hanlon Investment Management Inc. | 3,944 | $821K | 0.2% | -3.1% | 0.001% | |
5/2/2024 | High Note Wealth LLC | 105,205 | $21.91M | 7.1% | +9.8% | 0.034% | |
5/1/2024 | Stone Point Wealth LLC | 2,129 | $443K | 0.2% | -3.5% | 0.001% | |
5/1/2024 | 5th Street Advisors LLC | 19,282 | $4.02M | 2.3% | -9.0% | 0.006% | |
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5/1/2024 | StoneX Group Inc. | 46,891 | $9.77M | 1.1% | -58.6% | 0.015% | |
5/1/2024 | Janney Capital Management LLC | 167,358 | $34.86M | 2.3% | -1.7% | 0.053% | |
5/1/2024 | KFA Private Wealth Group LLC | 13,356 | $2.78M | 0.9% | +36.4% | 0.004% | |
5/1/2024 | Janney Montgomery Scott LLC | 2,832,831 | $589.99M | 1.8% | -8.7% | 0.900% | |
5/1/2024 | Source Financial Advisors LLC | 4,922 | $1.03M | 0.3% | -37.8% | 0.002% | |
5/1/2024 | Centric Wealth Management | 1,304 | $256K | 0.1% | N/A | 0.000% | |
5/1/2024 | Meitav Investment House Ltd. | 417,984 | $87.05M | 1.7% | -15.0% | 0.133% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 463,345 | $95.85M | 0.2% | -22.9% | 0.147% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 20,105 | $4.19M | 0.3% | -39.5% | 0.006% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 1,844 | $384K | 0.0% | +7.4% | 0.001% | |
5/1/2024 | Prosperity Consulting Group LLC | 8,321 | $1.73M | 0.2% | +31.0% | 0.003% | |
5/1/2024 | Avior Wealth Management LLC | 20,930 | $4.36M | 0.2% | +2,353.7% | 0.007% | |
5/1/2024 | Mission Wealth Management LP | 12,520 | $2.61M | 0.1% | +31.8% | 0.004% | |
5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 5,615 | $1.17M | 0.2% | -6.7% | 0.002% | |
5/1/2024 | Wambolt & Associates LLC | 2,134 | $446K | 0.1% | N/A | 0.001% | |
5/1/2024 | Leicht Financial Planning & Wealth Management Inc. | 38,136 | $7.94M | 4.4% | -4.9% | 0.012% | |
5/1/2024 | Bray Capital Advisors | 995 | $207K | 0.1% | -21.7% | 0.000% | |
5/1/2024 | McCarthy & Cox | 1,362 | $284K | 0.1% | N/A | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 24,080 | $5.02M | 0.1% | +4.5% | 0.008% | |
5/1/2024 | Diversify Advisory Services LLC | 14,140 | $2.95M | 0.2% | N/A | 0.004% | |
4/30/2024 | Private Advisor Group LLC | 602,083 | $125.40M | 0.9% | -5.1% | 0.191% | |
4/30/2024 | Consolidated Portfolio Review Corp | 15,436 | $3.22M | 0.8% | -8.9% | 0.005% | |
4/30/2024 | Lodestone Wealth Management LLC | 2,514 | $524K | 0.3% | -2.2% | 0.001% | |
4/30/2024 | J.W. Cole Advisors Inc. | 97,976 | $20.41M | 1.0% | +7.3% | 0.031% | |
4/30/2024 | Curtis Advisory Group LLC | 1,489 | $310K | 0.1% | -12.8% | 0.000% | |
4/30/2024 | Hartline Investment Corp | 13,900 | $2.90M | 0.5% | N/A | 0.004% | |
4/30/2024 | North Star Investment Management Corp. | 11,282 | $2.35M | 0.2% | +13.0% | 0.004% | |
4/30/2024 | Norden Group LLC | 1,475 | $307K | 0.0% | N/A | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 23,118 | $4.82M | 0.1% | +2.5% | 0.007% | |
4/30/2024 | SpiderRock Advisors LLC | 22,425 | $4.63M | 0.1% | N/A | 0.007% | |
4/30/2024 | Summit Place Financial Advisors LLC | 1,445 | $301K | 0.2% | -8.0% | 0.000% | |
4/30/2024 | Geneva Partners LLC | 1,640 | $342K | 0.2% | +3.5% | 0.001% | |
4/30/2024 | MN Wealth Advisors LLC | 1,221 | $254K | 0.2% | -10.2% | 0.000% | |
4/30/2024 | Granite Bay Wealth Management LLC | 9,301 | $1.94M | 1.1% | -99.6% | 0.003% | |
4/30/2024 | Fountainhead AM LLC | 4,322 | $900K | 0.2% | +44.6% | 0.001% | |
4/30/2024 | WealthBridge Capital Management LLC | 3,351 | $698K | 0.2% | -2.9% | 0.001% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 791,069 | $164.75M | 3.2% | +50.1% | 0.251% | |
4/30/2024 | Naples Money Management LLC | 8,474 | $1.77M | 1.8% | -33.0% | 0.003% | |
4/30/2024 | Macroview Investment Management LLC | 689 | $144K | 0.2% | -8.6% | 0.000% | |
4/30/2024 | Joel Isaacson & Co. LLC | 97,357 | $20.28M | 1.1% | +1.3% | 0.031% | |
4/30/2024 | Forbes Financial Planning Inc. | 17,915 | $3.73M | 3.2% | -2.5% | 0.006% | |
4/30/2024 | Arkadios Wealth Advisors | 25,978 | $5.41M | 0.4% | -3.4% | 0.008% | |
4/30/2024 | Perigon Wealth Management LLC | 32,888 | $6.85M | 0.2% | -4.1% | 0.010% | |
4/30/2024 | Mayflower Financial Advisors LLC | 3,663 | $763K | 0.1% | -6.4% | 0.001% | |
4/30/2024 | SkyOak Wealth LLC | 37,510 | $7.81M | 1.9% | -0.4% | 0.012% | |
4/30/2024 | M3 Advisory Group LLC | 6,110 | $1.27M | 1.2% | +17.8% | 0.002% | |
4/30/2024 | Lakeridge Wealth Management LLC | 1,801 | $375K | 0.2% | +9.6% | 0.001% | |
4/30/2024 | Privium Fund Management UK Ltd | 87,195 | $18.04M | 9.0% | +2.9% | 0.028% | |
4/30/2024 | Townsend Asset Management Corp NC ADV | 5,944 | $1.24M | 0.5% | +3.1% | 0.002% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 129,372 | $26.94M | 0.0% | -12.7% | 0.041% | |
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4/29/2024 | Commonwealth Equity Services LLC | 881,257 | $183.54M | 0.3% | +13.7% | 0.280% | |
4/29/2024 | FAS Wealth Partners Inc. | 2,712 | $565K | 0.1% | +4.5% | 0.001% | |
4/29/2024 | Crew Capital Management Ltd. | 17,698 | $3.69M | 3.0% | -36.1% | 0.006% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 53,023 | $11.04M | 0.2% | +8.0% | 0.017% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 63,304 | $12.65M | 2.3% | +13.1% | 0.020% | |
4/29/2024 | RWA Wealth Partners LLC | 9,679 | $2.02M | 0.0% | -19.1% | 0.003% | |
4/29/2024 | Yarger Wealth Strategies LLC | 3,717 | $774K | 0.5% | +7.0% | 0.001% | |
4/29/2024 | Phillips Wealth Planners LLC | 7,140 | $1.44M | 1.6% | -6.0% | 0.002% | |
4/29/2024 | Fiduciary Planning LLC | 44,345 | $9.24M | 3.5% | +7.3% | 0.014% | |
4/29/2024 | Union Savings Bank | 1,352 | $282K | 0.1% | -16.6% | 0.000% | |