3/6/2023 | OLD Mission Capital LLC | 244,416 | $12.18M | 0.3% | N/A | 0.051% | |
2/28/2023 | Bull Street Advisors LLC | 98,280 | $4.90M | 2.5% | -1.5% | 0.021% | |
2/24/2023 | RiverFront Investment Group LLC | 4,005 | $0.20M | 0.0% | N/A | 0.001% | |
2/22/2023 | Kovack Advisors Inc. | 32,618 | $1.63M | 0.2% | -2.5% | 0.007% | |
2/21/2023 | Equitable Trust Co. | 168,564 | $8.40M | 0.7% | +1.1% | 0.035% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 970 | $48K | 0.0% | N/A | 0.000% | |
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2/16/2023 | American Trust | 6,203 | $0.24M | 0.0% | N/A | 0.001% | |
2/16/2023 | United Capital Financial Advisers LLC | 845,295 | $42.11M | 0.2% | -3.0% | 0.178% | |
2/16/2023 | One Capital Management LLC | 2,248,972 | $112.04M | 6.0% | +8.5% | 0.473% | |
2/16/2023 | Chartwell Investment Partners LLC | 12,865 | $0.64M | 0.0% | +110.0% | 0.003% | |
2/15/2023 | Retirement Group LLC | 5,142 | $0.26M | 0.1% | +37.7% | 0.001% | |
2/15/2023 | Greenwood Gearhart Inc. | 498,505 | $24.84M | 3.5% | +3.7% | 0.105% | |
2/15/2023 | RiverFront Investment Group LLC | 4,005 | $0.20M | 0.0% | N/A | 0.001% | |
2/15/2023 | Atlas Capital Advisors LLC | 600 | $30K | 0.0% | -42.1% | 0.000% | |
2/15/2023 | Captrust Financial Advisors | 825,089 | $41.11M | 0.2% | +15.4% | 0.173% | |
2/15/2023 | IHT Wealth Management LLC | 17,058 | $0.85M | 0.1% | -29.4% | 0.004% | |
2/15/2023 | Lazard Asset Management LLC | 804,758 | $40.09M | 0.1% | +1.6% | 0.169% | |
2/15/2023 | Monograph Wealth Advisors LLC | 40,260 | $2.01M | 0.5% | N/A | 0.008% | |
2/15/2023 | Main Management LLC | 105,613 | $5.26M | 0.6% | -2.9% | 0.022% | |
2/15/2023 | PFS Investments Inc. | 666,368 | $33.20M | 0.6% | +35.2% | 0.140% | |
2/15/2023 | Stonebridge Capital Advisors LLC | 21,293 | $1.06M | 0.1% | -6.9% | 0.004% | |
2/15/2023 | Eagle Asset Management Inc. | 23,807 | $1.19M | 0.0% | +2.4% | 0.005% | |
2/14/2023 | Laurel Wealth Advisors Inc. | 6,674 | $0.33M | 0.0% | +11.9% | 0.001% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 452,053 | $22.52M | 1.7% | -18.5% | 0.095% | |
2/14/2023 | Allstate Investment Management Co. | 7,695,685 | $383.40M | 11.7% | N/A | 1.617% | |
2/14/2023 | Hirtle Callaghan & Co LLC | 254,194 | $12.66M | 0.8% | -29.4% | 0.053% | |
2/13/2023 | Black Swift Group LLC | 11,300 | $0.56M | 0.2% | -98.8% | 0.002% | |
2/13/2023 | Baird Financial Group Inc. | 284,494 | $14.17M | 0.0% | -48.1% | 0.060% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 5,126 | $0.26M | 0.0% | N/A | 0.001% | |
2/13/2023 | Pointe Capital Management LLC | 89,213 | $4.45M | 3.4% | -38.3% | 0.019% | |
2/13/2023 | Schechter Investment Advisors LLC | 24,010 | $1.20M | 0.1% | -20.4% | 0.005% | |
2/13/2023 | Integrated Wealth Concepts LLC | 113,835 | $5.67M | 0.2% | -4.1% | 0.024% | |
2/13/2023 | Peloton Wealth Strategists | 9,325 | $0.47M | 0.2% | -6.7% | 0.002% | |
2/13/2023 | Bellwether Advisors LLC | 1,005 | $50K | 0.0% | -44.4% | 0.000% | |
2/13/2023 | Avalon Investment & Advisory | 16,836 | $0.84M | 0.0% | N/A | 0.004% | |
2/13/2023 | Haverford Trust Co | 1,598,457 | $79.64M | 1.0% | +1.7% | 0.336% | |
2/13/2023 | CIBC Private Wealth Group LLC | 16,430 | $0.82M | 0.0% | +3.8% | 0.003% | |
2/13/2023 | JPMorgan Chase & Co. | 2,555,059 | $127.29M | 0.0% | +195.8% | 0.537% | |
2/13/2023 | Concentric Wealth Management LLC | 129,029 | $6.43M | 2.2% | -7.2% | 0.027% | |
2/10/2023 | NBT Bank N A NY | 6,763 | $0.34M | 0.0% | -12.6% | 0.001% | |
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2/10/2023 | First Horizon Advisors Inc. | 20,227 | $1.01M | 0.0% | +5.7% | 0.004% | |
2/10/2023 | Fairview Capital Investment Management LLC | 151,222 | $7.53M | 0.5% | +19.3% | 0.032% | |
2/10/2023 | Forum Private Client Group LLC | 35,745 | $1.78M | 1.2% | -4.3% | 0.008% | |
2/10/2023 | White Pine Capital LLC | 153,409 | $7.64M | 3.0% | -24.5% | 0.032% | |
2/10/2023 | SouthState Corp | 134,420 | $6.70M | 0.6% | -3.2% | 0.028% | |
2/10/2023 | CoreCap Advisors LLC | 2,660 | $0.13M | 0.0% | N/A | 0.001% | |
2/10/2023 | New South Capital Management Inc. | 38,780 | $1.93M | 0.1% | -41.1% | 0.008% | |
2/10/2023 | Clearbridge Investments LLC | 5,049 | $0.25M | 0.0% | -7.2% | 0.001% | |
2/10/2023 | Laffer Tengler Investments | 28,542 | $1.42M | 0.4% | -45.8% | 0.006% | |
2/10/2023 | SVB Wealth LLC | 369,394 | $18.40M | 0.2% | +23.8% | 0.078% | |
2/10/2023 | Ten Capital Wealth Advisors LLC | 33,821 | $1.69M | 0.7% | -5.2% | 0.007% | |
2/10/2023 | FDx Advisors Inc. | 166,350 | $8.29M | 0.4% | +27.3% | 0.035% | |
2/10/2023 | Waters Parkerson & CO. LLC | 5,745 | $0.29M | 0.0% | -7.6% | 0.001% | |
2/9/2023 | Trust Co. of Vermont | 1,389 | $69K | 0.0% | +240.4% | 0.000% | |
2/9/2023 | First International Bank & Trust | 32,620 | $1.63M | 0.6% | +19.4% | 0.007% | |
2/9/2023 | Atlantic Union Bankshares Corp | 7,310 | $0.36M | 0.0% | -29.8% | 0.002% | |
2/9/2023 | Dorsey & Whitney Trust CO LLC | 12,956 | $0.65M | 0.1% | +123.4% | 0.003% | |
2/8/2023 | InterOcean Capital Group LLC | 19,906 | $0.99M | 0.0% | +77.0% | 0.004% | |
2/8/2023 | Vantage Financial Partners LLC | 58,844 | $2.93M | 1.7% | -47.5% | 0.012% | |
2/8/2023 | Simmons Bank | 10,538 | $0.53M | 0.0% | -19.5% | 0.002% | |
2/8/2023 | Vectors Research Management LLC | 495,283 | $24.68M | 6.4% | -6.9% | 0.104% | |
2/8/2023 | SPX Gestao de Recursos Ltda | 3,095,484 | $154.22M | 16.6% | N/A | 0.650% | |
2/8/2023 | Prime Capital Investment Advisors LLC | 335,219 | $16.70M | 0.6% | +6.3% | 0.070% | |
2/8/2023 | Abbrea Capital LLC | 70,906 | $3.53M | 0.6% | -19.0% | 0.015% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 275,745 | $13.74M | 0.1% | +39.6% | 0.058% | |
2/8/2023 | Alley Investment Management Company LLC | 305,287 | $15.21M | 2.6% | +2.2% | 0.064% | |
2/7/2023 | Toronto Dominion Bank | 1,729 | $86K | 0.0% | N/A | 0.000% | |
2/7/2023 | Nations Financial Group Inc. IA ADV | 64,621 | $3.22M | 0.4% | -10.3% | 0.014% | |
2/7/2023 | Boston Family Office LLC | 9,254 | $0.46M | 0.0% | -21.8% | 0.002% | |
2/7/2023 | FourThought Financial Partners LLC | 8,044 | $0.40M | 0.1% | N/A | 0.002% | |
2/7/2023 | Hollencrest Capital Management | 80,099 | $3.99M | 0.5% | -25.7% | 0.017% | |
2/7/2023 | DMG Group LLC | 28,654 | $1.43M | 1.6% | +11.0% | 0.006% | |
2/7/2023 | NewSquare Capital LLC | 643,980 | $32.08M | 4.0% | -6.7% | 0.135% | |
2/7/2023 | Pinnacle Wealth Management Advisory Group LLC | 9,235 | $0.46M | 0.1% | -17.5% | 0.002% | |
2/6/2023 | Front Barnett Associates LLC | 47,392 | $2.36M | 0.3% | -7.2% | 0.010% | |
2/6/2023 | Princeton Global Asset Management LLC | 30,528 | $1.52M | 0.5% | -4.1% | 0.006% | |
2/6/2023 | Column Capital Advisors LLC | 9,516 | $0.47M | 0.1% | N/A | 0.002% | |
2/6/2023 | Arkansas Financial Group Inc. | 900,303 | $44.85M | 9.8% | -10.7% | 0.189% | |
2/6/2023 | Parallel Advisors LLC | 4,211 | $0.21M | 0.0% | -48.6% | 0.001% | |
2/6/2023 | Gradient Capital Advisors LLC | 67,426 | $3.36M | 1.5% | +4.8% | 0.014% | |
2/3/2023 | Oakworth Capital Inc. | 960 | $48K | 0.0% | -48.9% | 0.000% | |
2/3/2023 | Fisher Asset Management LLC | 17,564 | $0.88M | 0.0% | -5.8% | 0.004% | |
2/3/2023 | 9258 Wealth Management LLC | 4,739 | $0.24M | 0.1% | -5.9% | 0.001% | |
2/2/2023 | Congress Wealth Management LLC DE | 5,750 | $0.29M | 0.0% | -9.2% | 0.001% | |
2/2/2023 | Argent Advisors Inc. | 238,732 | $11.89M | 6.2% | +1.4% | 0.050% | |
2/2/2023 | Arrow Financial Corp | 89,946 | $4.48M | 0.6% | -4.0% | 0.019% | |
2/2/2023 | Disciplined Investments LLC | 22,821 | $1.14M | 0.6% | +29.5% | 0.005% | |
2/2/2023 | Private Ocean LLC | 39,386 | $1.96M | 0.2% | +78.7% | 0.008% | |
2/1/2023 | Meritage Portfolio Management | 243,400 | $12.13M | 0.9% | -48.2% | 0.051% | |
2/1/2023 | Endurance Wealth Management Inc. | 259,799 | $12.94M | 2.0% | -4.0% | 0.055% | |
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2/1/2023 | Hallmark Capital Management Inc. | 4,090 | $0.20M | 0.0% | +7.2% | 0.001% | |
2/1/2023 | SlateStone Wealth LLC | 5,385 | $0.27M | 0.1% | -34.3% | 0.001% | |
2/1/2023 | Kanawha Capital Management LLC | 24,781 | $1.24M | 0.1% | -27.1% | 0.005% | |
2/1/2023 | Janney Capital Management LLC | 10,612 | $0.53M | 0.0% | -5.2% | 0.002% | |
2/1/2023 | Janney Montgomery Scott LLC | 672,558 | $33.51M | 0.1% | -31.3% | 0.141% | |
2/1/2023 | Hudson Valley Investment Advisors Inc. ADV | 403,615 | $20.11M | 3.0% | -4.2% | 0.085% | |
1/31/2023 | Graypoint LLC | 97,678 | $4.87M | 0.6% | -5.2% | 0.021% | |
1/31/2023 | Money Design Co. Ltd. | 1,478,643 | $73.67M | 5.5% | +6.5% | 0.311% | |
1/31/2023 | IFG Advisory LLC | 11,466 | $0.57M | 0.1% | +67.5% | 0.002% | |
1/30/2023 | Bernardo Wealth Planning LLC | 77,533 | $3.86M | 1.8% | +190.3% | 0.016% | |