7/26/2024 | Walkner Condon Financial Advisors LLC | 41,027 | $3.34M | 0.7% | -5.5% | 0.050% | |
7/26/2024 | McClarren Financial Advisors Inc. | 487 | $40K | 0.0% | -83.8% | 0.001% | |
7/26/2024 | Financial Connections Group Inc. | 95,414 | $7.76M | 4.0% | N/A | 0.116% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 55,555 | $4.52M | 0.0% | +3.3% | 0.067% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 32,620 | $2.65M | 0.1% | N/A | 0.040% | |
7/26/2024 | Tanglewood Wealth Management Inc. | 101,153 | $8.22M | 1.0% | -16.8% | 0.123% | |
|
7/26/2024 | Ackerman Capital Advisors LLC | 215,517 | $17.52M | 4.6% | -2.9% | 0.261% | |
7/26/2024 | Bank of New York Mellon Corp | 1,522,457 | $123.75M | 0.0% | -2.5% | 1.845% | |
7/26/2024 | Patten Group Inc. | 11,480 | $933K | 0.2% | +2.9% | 0.014% | |
7/25/2024 | Capital Advisors Ltd. LLC | 45,834 | $3.73M | 0.5% | -3.0% | 0.056% | |
7/25/2024 | Wade Financial Advisory Inc | 55,760 | $4.53M | 1.6% | -4.4% | 0.068% | |
7/25/2024 | Destiny Wealth Partners LLC | 125,280 | $10.18M | 1.8% | +33.5% | 0.152% | |
7/24/2024 | VeraBank N.A. | 290,833 | $23.64M | 7.3% | +0.2% | 0.352% | |
7/24/2024 | Premier Path Wealth Partners LLC | 2,950 | $240K | 0.0% | +7.4% | 0.004% | |
7/24/2024 | American Financial Advisors LLC | 449,424 | $36.53M | 5.2% | +11.2% | 0.545% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 6,061 | $493K | 0.0% | +3.7% | 0.007% | |
7/23/2024 | Macroview Investment Management LLC | 13,867 | $1.13M | 1.2% | +2.2% | 0.017% | |
7/22/2024 | Fifth Third Bancorp | 3,005 | $244K | 0.0% | +71.7% | 0.004% | |
7/22/2024 | RTD Financial Advisors Inc. | 112,298 | $9.13M | 1.2% | -2.3% | 0.136% | |
7/20/2024 | Accredited Investors Inc. | 3,098 | $252K | 0.0% | N/A | 0.004% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 646,567 | $52.55M | 0.1% | +1.7% | 0.783% | |
7/19/2024 | OMNI 360 Wealth Inc. | 6,693 | $544K | 0.4% | +2.7% | 0.008% | |
7/19/2024 | Blossom Wealth Management | 5,410 | $440K | 1.0% | +7.3% | 0.007% | |
7/19/2024 | Johnson Bixby & Associates LLC | 25,396 | $2.06M | 0.3% | -4.6% | 0.031% | |
7/19/2024 | Stokes Capital Advisors LLC | 3,418 | $278K | 0.1% | -7.3% | 0.004% | |
7/19/2024 | Family Investment Center Inc. | 9,745 | $792K | 0.2% | +5.7% | 0.012% | |
7/19/2024 | Raymond James & Associates | 374,826 | $30.47M | 0.0% | +8.8% | 0.454% | |
7/18/2024 | Foster Victor Wealth Advisors LLC | 50,038 | $4.24M | 0.3% | N/A | 0.061% | |
7/18/2024 | Triad Wealth Partners LLC | 76,602 | $6.23M | 3.3% | +20.8% | 0.093% | |
7/18/2024 | Silver Lake Advisory LLC | 2,539 | $206K | 0.0% | N/A | 0.003% | |
7/18/2024 | Professional Financial Advisors LLC | 15,771 | $1.28M | 0.4% | +5.4% | 0.019% | |
7/17/2024 | Rockingstone Advisors LLC | 11,883 | $966K | 0.5% | +2.6% | 0.014% | |
7/17/2024 | Human Investing LLC | 127,403 | $10.36M | 2.0% | +0.9% | 0.154% | |
7/17/2024 | Atticus Wealth Management LLC | 913 | $74K | 0.0% | +50.2% | 0.001% | |
7/17/2024 | Montecito Bank & Trust | 90,422 | $7.35M | 1.5% | -19.9% | 0.110% | |
7/17/2024 | Archford Capital Strategies LLC | 85,414 | $6.94M | 1.1% | +3.0% | 0.103% | |
7/17/2024 | High Net Worth Advisory Group LLC | 52,213 | $4.24M | 1.3% | +6.6% | 0.063% | |
7/17/2024 | Leavell Investment Management Inc. | 107,326 | $8.72M | 0.5% | -6.3% | 0.130% | |
7/17/2024 | Capital Wealth Management LLC | 19,508 | $1.59M | 0.7% | +6.1% | 0.024% | |
7/17/2024 | 180 Wealth Advisors LLC | 55,884 | $4.68M | 0.8% | -0.6% | 0.068% | |
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7/17/2024 | Country Club Bank | 19,050 | $1.55M | 0.1% | -5.3% | 0.023% | |
7/17/2024 | Keudell Morrison Wealth Management | 7,720 | $627K | 0.2% | -6.5% | 0.009% | |
7/17/2024 | TruWealth Advisors LLC | 3,483 | $283K | 0.0% | -8.4% | 0.004% | |
7/17/2024 | Moseley Investment Management Inc. | 21,388 | $1.74M | 0.8% | +7.4% | 0.026% | |
7/16/2024 | Cornerstone Wealth Management LLC | 61,064 | $4.96M | 0.4% | +0.7% | 0.074% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 11,727 | $953K | 0.0% | +205.2% | 0.014% | |
7/16/2024 | Cedar Point Capital Partners LLC | 19,746 | $1.61M | 1.2% | +1.8% | 0.024% | |
7/16/2024 | Hubbell Strickland Wealth Management LLC | 25,599 | $2.08M | 1.0% | +6.4% | 0.031% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 172,627 | $14.03M | 0.0% | -1.5% | 0.209% | |
7/16/2024 | Wedmont Private Capital | 106,136 | $8.97M | 0.5% | +10.0% | 0.129% | |
7/16/2024 | Insight Advisors LLC PA | 12,649 | $1.03M | 0.2% | -29.4% | 0.015% | |
7/16/2024 | Aspect Partners LLC | 49,544 | $4.03M | 2.4% | +6.3% | 0.060% | |
7/16/2024 | Baxter Bros Inc. | 19,785 | $1.61M | 0.2% | -12.4% | 0.024% | |
7/16/2024 | Walter & Keenan Wealth Management LLC IN ADV | 13,200 | $1.07M | 0.3% | -5.7% | 0.016% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 23,586 | $1.92M | 0.1% | +2.9% | 0.029% | |
7/13/2024 | Sunburst Financial Group LLC | 27,254 | $2.22M | 0.6% | -3.5% | 0.033% | |
7/13/2024 | Muirfield Wealth Advisors LLC | 5,021 | $408K | 0.4% | +4.1% | 0.006% | |
7/12/2024 | Scott Capital Advisors LLC | 3,631 | $299K | 0.1% | +10.6% | 0.004% | |
7/12/2024 | Howard Financial Services LTD. | 181,736 | $14.77M | 2.4% | +3.1% | 0.220% | |
7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 1,674,849 | $136.13M | 2.9% | +8.6% | 2.029% | |
7/12/2024 | Capital Advantage Inc. | 415,092 | $34.13M | 7.0% | -0.9% | 0.503% | |
7/11/2024 | Tilia Fiduciary Partners Inc. | 45,544 | $3.70M | 2.9% | +2.5% | 0.055% | |
7/11/2024 | Canandaigua National Bank & Trust Co. | 14,571 | $1.18M | 0.1% | N/A | 0.018% | |
7/11/2024 | Kaydan Wealth Management Inc. | 5,618 | $457K | 0.2% | -7.7% | 0.007% | |
7/11/2024 | Kohmann Bosshard Financial Services LLC | 116,603 | $9.48M | 1.3% | -33.9% | 0.141% | |
7/10/2024 | Compass Financial Group INC SD | 120,204 | $9.77M | 2.1% | +14.9% | 0.146% | |
7/10/2024 | CGN Advisors LLC | 3,026 | $246K | 0.0% | +16.3% | 0.004% | |
7/10/2024 | Sweeney & Michel LLC | 70,444 | $5.79M | 2.5% | -1.1% | 0.085% | |
7/9/2024 | Lowe Wealth Advisors LLC | 1,225 | $100K | 0.0% | N/A | 0.001% | |
7/8/2024 | Insight Wealth Strategies LLC | 308,377 | $25.07M | 3.6% | +5.9% | 0.374% | |
7/8/2024 | Sugarloaf Wealth Management LLC | 353,840 | $28.76M | 5.8% | +2.2% | 0.429% | |
7/8/2024 | City State Bank | 5,491 | $446K | 0.2% | +12.0% | 0.007% | |
7/8/2024 | ST Germain D J Co. Inc. | 33,122 | $2.69M | 0.1% | -3.8% | 0.040% | |
7/5/2024 | Collective Family Office LLC | 71,072 | $5.78M | 1.7% | +31.0% | 0.087% | |
7/5/2024 | Stokes Family Office LLC | 58,997 | $4.80M | 0.6% | -2.5% | 0.072% | |
7/5/2024 | Institutional & Family Asset Management LLC | 320 | $26K | 0.0% | +503.8% | 0.000% | |
6/11/2024 | American Trust | 79,657 | $6.49M | 0.6% | -64.8% | 0.099% | |
6/11/2024 | OMC Financial Services LTD | 19,214 | $1.57M | 0.8% | N/A | 0.024% | |
6/11/2024 | EverSource Wealth Advisors LLC | 47,435 | $3.72M | 0.3% | +64.3% | 0.059% | |
5/30/2024 | Cambridge Trust Co. | 213,629 | $17.42M | 0.7% | +61,821.4% | 0.264% | |
5/24/2024 | Cetera Advisor Networks LLC | 248,020 | $20.22M | 0.1% | +13.5% | 0.307% | |
5/24/2024 | Cetera Advisors LLC | 45,068 | $3.67M | 0.0% | +23.9% | 0.056% | |
5/24/2024 | Cetera Investment Advisers | 323,034 | $26.34M | 0.1% | +967.0% | 0.400% | |
5/22/2024 | Cedar Point Capital Partners LLC | 19,393 | $1.58M | 1.2% | +5.3% | 0.024% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 21,571 | $1.76M | 0.2% | -3.4% | 0.027% | |
5/17/2024 | Aspect Partners LLC | 46,616 | $3.80M | 3.0% | +3.0% | 0.058% | |
5/17/2024 | Comerica Bank | 27,224 | $2.22M | 0.0% | +6.1% | 0.034% | |
5/16/2024 | Sweeney & Michel LLC | 71,245 | $5.76M | 2.6% | N/A | 0.088% | |
5/16/2024 | WMS Partners LLC | 70,376 | $5.74M | 0.4% | -8.5% | 0.087% | |
5/16/2024 | Waverly Advisors LLC | 33,730 | $2.75M | 0.1% | N/A | 0.042% | |
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5/15/2024 | Perritt Capital Management Inc. | 111,281 | $9.07M | 4.9% | +0.8% | 0.138% | |
5/15/2024 | Fairview Capital Investment Management LLC | 12,724 | $1.04M | 0.1% | -1.9% | 0.016% | |
5/15/2024 | CoreFirst Bank & Trust | 18,733 | $1.53M | 1.0% | +2.0% | 0.023% | |
5/14/2024 | JT Stratford LLC | 27,952 | $2.28M | 0.5% | +9.4% | 0.035% | |
5/14/2024 | EP Wealth Advisors LLC | 2,347,897 | $191.42M | 2.2% | +8.7% | 2.907% | |
5/14/2024 | OLD Mission Capital LLC | 115,992 | $9.46M | 0.2% | -39.4% | 0.144% | |
5/14/2024 | CreativeOne Wealth LLC | 35,278 | $2.88M | 0.1% | +78.1% | 0.044% | |
5/13/2024 | Cedar Wealth Management LLC | 4,325 | $353K | 0.1% | -35.5% | 0.005% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 1,031 | $84K | 0.0% | +70.1% | 0.001% | |
5/11/2024 | Bahl & Gaynor Inc. | 29,210 | $2.38M | 0.0% | +31.7% | 0.036% | |