4/27/2024 | Fonville Wealth Management LLC | 201,609 | $9.99M | 4.4% | +18.0% | 0.240% | |
4/26/2024 | Sage Rhino Capital LLC | 78,821 | $3.91M | 0.9% | +2.7% | 0.094% | |
4/26/2024 | Chicago Partners Investment Group LLC | 104,583 | $5.17M | 0.2% | +0.9% | 0.124% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 66,415 | $3.29M | 0.1% | N/A | 0.079% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 6,931 | $343K | 0.3% | -3.7% | 0.008% | |
4/26/2024 | Latitude Advisors LLC | 13,456 | $667K | 0.4% | +1.6% | 0.016% | |
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4/25/2024 | Cambridge Investment Research Advisors Inc. | 266,720 | $13.22M | 0.1% | +7.6% | 0.317% | |
4/24/2024 | CENTRAL TRUST Co | 31,345 | $1.55M | 0.0% | +397.0% | 0.037% | |
4/24/2024 | Greenspring Advisors LLC | 11,059 | $548K | 0.1% | +8.9% | 0.013% | |
4/24/2024 | SOL Capital Management CO | 22,375 | $1.11M | 0.1% | +15.6% | 0.027% | |
4/23/2024 | Busey Bank | 50,353 | $2.50M | 0.1% | N/A | 0.060% | |
4/23/2024 | Regatta Capital Group LLC | 29,897 | $1.48M | 0.3% | -80.2% | 0.036% | |
4/23/2024 | Applied Capital LLC | 26,752 | $1.33M | 0.8% | -26.8% | 0.032% | |
4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 9,330 | $461K | 0.0% | N/A | 0.011% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 112,853 | $5.59M | 0.0% | +49.6% | 0.134% | |
4/22/2024 | Signature Wealth Management Group | 71,828 | $3.55M | 1.6% | +11.1% | 0.085% | |
4/19/2024 | Willis Johnson & Associates Inc. | 20,117 | $997K | 0.1% | -56.9% | 0.024% | |
4/19/2024 | Madrona Financial Services LLC | 6,408 | $318K | 0.1% | +44.9% | 0.008% | |
4/19/2024 | Leeward Financial Partners LLC | 23,026 | $1.14M | 0.5% | -47.9% | 0.027% | |
4/18/2024 | RHS Financial LLC | 7,701 | $382K | 0.2% | +71.7% | 0.009% | |
4/18/2024 | MorganRosel Wealth Management LLC | 60,484 | $3.00M | 1.1% | +46.5% | 0.072% | |
4/18/2024 | Scott Capital Advisors LLC | 149,550 | $7.39M | 2.2% | -0.5% | 0.178% | |
4/18/2024 | Roberts Wealth Advisors LLC | 111,967 | $5.53M | 2.0% | +78.1% | 0.133% | |
4/18/2024 | Chatham Capital Group Inc. | 37,700 | $1.87M | 0.3% | -4.0% | 0.045% | |
4/17/2024 | Gradient Capital Advisors LLC | 15,151 | $751K | 0.3% | -14.3% | 0.018% | |
4/17/2024 | Annapolis Financial Services LLC | 106,579 | $5.28M | 1.7% | -4.2% | 0.127% | |
4/16/2024 | Monumental Financial Group Inc. | 139,539 | $6.91M | 3.7% | +8.6% | 0.166% | |
4/16/2024 | Financial Management Professionals Inc. | 229,580 | $11.38M | 1.7% | +1.6% | 0.273% | |
4/16/2024 | Kathmere Capital Management LLC | 121,094 | $6M | 0.7% | -4.7% | 0.144% | |
4/16/2024 | Chesley Taft & Associates LLC | 46,605 | $2.31M | 0.1% | +4.5% | 0.055% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 163,756 | $8.11M | 0.0% | +27.2% | 0.195% | |
4/15/2024 | Exeter Financial LLC | 9,493 | $469K | 0.2% | +14.8% | 0.011% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 5,261 | $261K | 0.0% | N/A | 0.006% | |
4/15/2024 | Aspiriant LLC | 30,370 | $1.51M | 0.1% | -13.6% | 0.036% | |
4/15/2024 | Brookstone Capital Management | 7,532 | $373K | 0.0% | -3.4% | 0.009% | |
4/13/2024 | Evanson Asset Management LLC | 7,000 | $347K | 0.0% | +16.7% | 0.010% | |
4/12/2024 | Axiom Advisory LLC | 51,949 | $2.57M | 1.9% | +3.5% | 0.075% | |
4/12/2024 | Global Assets Advisory LLC | 28,988 | $1.44M | 0.0% | N/A | 0.042% | |
4/12/2024 | AdvisorNet Financial Inc | 5,704 | $283K | 0.0% | -21.9% | 0.008% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 17,650 | $875K | 0.2% | -40.1% | 0.026% | |
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4/11/2024 | Roble Belko & Company Inc | 41,365 | $2.05M | 0.4% | +1.7% | 0.060% | |
4/11/2024 | Salem Investment Counselors Inc. | 79,637 | $3.95M | 0.1% | +2.9% | 0.116% | |
4/11/2024 | Mountain Pacific Investment Advisers Inc. ID | 76,083 | $3.77M | 0.2% | -4.5% | 0.110% | |
4/11/2024 | GSG Advisors LLC | 13,748 | $678K | 0.2% | +73.8% | 0.020% | |
4/11/2024 | SignalPoint Asset Management LLC | 11,266 | $558K | 0.2% | N/A | 0.016% | |
4/11/2024 | Ballew Advisors Inc | 28,563 | $1.41M | 1.0% | +2.1% | 0.041% | |
4/10/2024 | CVA Family Office LLC | 4,011 | $199K | 0.0% | -61.8% | 0.006% | |
4/10/2024 | Apella Capital LLC | 19,453 | $961K | 0.0% | -11.1% | 0.028% | |
4/10/2024 | Compass Financial Group INC SD | 13,860 | $687K | 0.2% | +13.6% | 0.020% | |
4/10/2024 | Schulz Wealth LTD. | 227,228 | $11.26M | 9.6% | -9.5% | 0.330% | |
4/9/2024 | New Capital Management LP | 41,143 | $2.04M | 0.6% | +1.0% | 0.060% | |
4/9/2024 | Mainsail Asset Management LLC | 16,994 | $842K | 0.7% | +46.2% | 0.025% | |
4/2/2024 | ST Germain D J Co. Inc. | 666 | $33K | 0.0% | -97.6% | 0.001% | |
3/26/2024 | Napatree Capital LLC | 21,862 | $1.08M | 1.1% | N/A | 0.032% | |
3/8/2024 | ICA Group Wealth Management LLC | 2,875 | $142K | 0.0% | -72.7% | 0.004% | |
3/1/2024 | Creekmur Asset Management LLC | 1,574 | $78K | 0.0% | N/A | 0.002% | |
2/28/2024 | Bbjs Financial Advisors LLC | 54,974 | $2.72M | 0.9% | -34.5% | 0.080% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 9,791 | $484K | 0.1% | N/A | 0.014% | |
2/23/2024 | Chicago Partners Investment Group LLC | 103,663 | $5.14M | 0.2% | +12.9% | 0.150% | |
2/21/2024 | WNY Asset Management LLC | 7,012 | $347K | 0.1% | -18.4% | 0.010% | |
2/21/2024 | American Trust | 78,607 | $3.89M | 0.3% | -10.7% | 0.114% | |
2/20/2024 | Pacific Center for Financial Services | 747,433 | $36.95M | 11.7% | -1.9% | 1.085% | |
2/14/2024 | ADAR1 Capital Management LLC | 50,206 | $2.48M | 0.9% | N/A | 0.073% | |
2/14/2024 | Northwest Wealth Management LLC | 31,209 | $1.54M | 0.5% | -16.7% | 0.045% | |
2/14/2024 | Regal Investment Advisors LLC | 9,275 | $459K | 0.0% | -6.0% | 0.013% | |
2/14/2024 | CFS Investment Advisory Services LLC | 4,228 | $209K | 0.0% | N/A | 0.006% | |
2/13/2024 | Lokken Investment Group LLC | 9,312 | $460K | 0.3% | +31.2% | 0.014% | |
2/13/2024 | Joseph Group Capital Management | 44,965 | $2.22M | 1.3% | +27.9% | 0.065% | |
2/13/2024 | Cetera Advisor Networks LLC | 153,997 | $7.61M | 0.0% | +36.4% | 0.224% | |
2/13/2024 | Belpointe Asset Management LLC | 29,245 | $1.45M | 0.1% | -32.3% | 0.042% | |
2/13/2024 | Peapack Gladstone Financial Corp | 31,500 | $1.56M | 0.0% | -21.2% | 0.046% | |
2/13/2024 | Anson Capital Inc. | 18,076 | $894K | 1.5% | +8.3% | 0.026% | |
2/13/2024 | Landmark Financial Advisors LLC | 20,464 | $1.01M | 0.4% | -37.1% | 0.030% | |
2/13/2024 | Biechele Royce Advisors | 4,100 | $203K | 0.1% | -49.4% | 0.006% | |
2/12/2024 | Robinson Smith Wealth Advisors LLC | 7,199 | $356K | 0.4% | N/A | 0.010% | |
2/12/2024 | Partners Capital Investment Group LLP | 20,296 | $1.00M | 0.0% | -50.2% | 0.029% | |
2/12/2024 | Schulz Wealth LTD. | 250,970 | $12.41M | 11.9% | N/A | 0.364% | |
2/12/2024 | Relative Value Partners Group LLC | 11,981 | $592K | 0.0% | -33.5% | 0.017% | |
2/12/2024 | Roundview Capital LLC | 5,598 | $277K | 0.0% | -93.9% | 0.008% | |
2/12/2024 | TD Capital Management LLC | 67,806 | $3.35M | 0.4% | -32.1% | 0.098% | |
2/12/2024 | Focus Financial Network Inc. ADV | 125,634 | $6.21M | 0.2% | N/A | 0.182% | |
2/12/2024 | Stifel Financial Corp | 255,792 | $12.65M | 0.0% | +19.2% | 0.371% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 111,999 | $5.54M | 0.1% | +437.3% | 0.163% | |
2/12/2024 | Palisades Hudson Asset Management L.P. | 60,124 | $2.97M | 1.4% | +2.0% | 0.087% | |
2/12/2024 | Peak Asset Management LLC | 14,418 | $713K | 0.2% | -6.1% | 0.021% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 247,905 | $12.26M | 0.1% | +5.5% | 0.360% | |
2/9/2024 | Central Valley Advisors LLC | 8,932 | $442K | 0.3% | N/A | 0.013% | |
2/9/2024 | InterOcean Capital Group LLC | 417,099 | $20.62M | 0.6% | -0.8% | 0.605% | |
2/9/2024 | Corient Private Wealth LLC | 198,092 | $9.79M | 0.0% | +2.2% | 0.288% | |
2/9/2024 | Wells Fargo & Company MN | 1,085,186 | $53.65M | 0.0% | +114.0% | 1.575% | |
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2/9/2024 | Gladstone Institutional Advisory LLC | 18,705 | $925K | 0.1% | -19.3% | 0.027% | |
2/8/2024 | Manchester Capital Management LLC | 24,324 | $1.20M | 0.2% | -6.1% | 0.035% | |
2/8/2024 | Equity Investment Corp | 45,246 | $2.24M | 0.1% | -39.8% | 0.066% | |
2/8/2024 | Beacon Pointe Advisors LLC | 9,874 | $488K | 0.0% | +87.0% | 0.014% | |
2/8/2024 | Eagle Bay Advisors LLC | 9,259 | $458K | 0.3% | -71.0% | 0.013% | |
2/8/2024 | Janney Montgomery Scott LLC | 14,956 | $739K | 0.0% | -94.9% | 0.022% | |
2/8/2024 | Nvwm LLC | 162,193 | $8.02M | 2.4% | -2.5% | 0.235% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 6,106 | $302K | 0.0% | -52.9% | 0.009% | |
2/7/2024 | SP Asset Management LLC | 110,063 | $5.44M | 0.6% | +2.3% | 0.160% | |
2/7/2024 | One Degree Advisors Inc | 27,479 | $1.36M | 0.7% | N/A | 0.040% | |