4/25/2024 | L.M. Kohn & Company | 12,986 | $325K | 0.1% | +20.2% | 0.012% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 54,469 | $1.36M | 0.3% | -2.3% | 0.051% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 796,478 | $19.95M | 0.1% | +6.7% | 0.746% | |
4/24/2024 | Leavell Investment Management Inc. | 430,028 | $10.77M | 0.6% | -3.9% | 0.403% | |
4/24/2024 | PSI Advisors LLC | 119,362 | $2.99M | 1.1% | +54.9% | 0.112% | |
4/24/2024 | Archford Capital Strategies LLC | 88,415 | $2.22M | 0.4% | -7.3% | 0.083% | |
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4/24/2024 | First Fiduciary Investment Counsel Inc. | 90,025 | $2.26M | 0.5% | +1.4% | 0.084% | |
4/23/2024 | Strategic Blueprint LLC | 58,102 | $1.46M | 0.1% | -34.0% | 0.054% | |
4/18/2024 | Buffington Mohr McNeal | 46,231 | $1.16M | 0.2% | -4.1% | 0.046% | |
4/12/2024 | Harbor Investment Advisory LLC | 49,886 | $1.25M | 0.1% | -3.1% | 0.049% | |
4/11/2024 | Roble Belko & Company Inc | 35,826 | $897K | 0.2% | +4.2% | 0.036% | |
4/10/2024 | Praetorian Wealth Management Inc. | 126,186 | $3.16M | 0.8% | -30.6% | 0.125% | |
4/9/2024 | Montecito Bank & Trust | 15,919 | $399K | 0.1% | N/A | 0.016% | |
4/8/2024 | RVW Wealth LLC | 660,417 | $16.54M | 1.7% | +11.0% | 0.655% | |
4/5/2024 | GAMMA Investing LLC | 21,411 | $536K | 0.1% | N/A | 0.021% | |
3/29/2024 | Adirondack Trust Co. | 7,168 | $179K | 0.1% | +216.7% | 0.007% | |
2/16/2024 | Peloton Wealth Strategists | 220,550 | $5.49M | 2.4% | -6.0% | 0.219% | |
2/15/2024 | Comerica Bank | 46,793 | $1.17M | 0.0% | +68.4% | 0.046% | |
2/12/2024 | Arrow Financial Corp | 491,045 | $12.23M | 1.3% | +7.2% | 0.487% | |
2/12/2024 | Parallel Advisors LLC | 55,773 | $1.39M | 0.0% | +980.9% | 0.055% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 746,546 | $18.60M | 0.1% | +405.2% | 0.740% | |
2/9/2024 | InterOcean Capital Group LLC | 886,962 | $22.09M | 0.6% | +25.0% | 0.879% | |
2/9/2024 | L.M. Kohn & Company | 10,800 | $269K | 0.1% | +13.7% | 0.011% | |
2/8/2024 | Exchange Capital Management Inc. | 76,389 | $1.90M | 0.3% | +116.2% | 0.076% | |
2/8/2024 | Janney Montgomery Scott LLC | 143,631 | $3.58M | 0.0% | +0.3% | 0.142% | |
2/7/2024 | Horan Securities Inc. | 36,759 | $916K | 0.5% | +1.7% | 0.036% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 154,663 | $3.85M | 0.2% | -16.4% | 0.153% | |
2/7/2024 | Hills Bank & Trust Co | 30,583 | $762K | 0.1% | +35.8% | 0.030% | |
2/7/2024 | Bogart Wealth LLC | 4,493 | $112K | 0.0% | +77.1% | 0.004% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 78,210 | $1.95M | 0.5% | +10.9% | 0.078% | |
2/6/2024 | First Horizon Advisors Inc. | 4,841 | $121K | 0.0% | N/A | 0.005% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 92,868 | $2.31M | 0.4% | -13.9% | 0.092% | |
2/2/2024 | Motley Fool Wealth Management LLC | 1,017,477 | $25.34M | 1.3% | +3.8% | 1.009% | |
2/2/2024 | Spinnaker Trust | 115,083 | $2.87M | 0.2% | +90.9% | 0.114% | |
2/2/2024 | First Fiduciary Investment Counsel Inc. | 88,805 | $2.21M | 0.5% | -1.0% | 0.088% | |
2/2/2024 | Gould Asset Management LLC CA | 24,005 | $598K | 0.2% | +76.4% | 0.024% | |
2/2/2024 | Lyell Wealth Management LP | 281,692 | $7.02M | 0.8% | -4.3% | 0.279% | |
2/1/2024 | PSI Advisors LLC | 77,052 | $1.92M | 0.7% | +48.2% | 0.076% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 1,500 | $37K | 0.0% | N/A | 0.001% | |
1/30/2024 | Scissortail Wealth Management LLC | 259,783 | $6.49M | 2.1% | -1.5% | 0.258% | |
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1/30/2024 | Buffington Mohr McNeal | 48,184 | $1.20M | 0.2% | -48.9% | 0.048% | |
1/26/2024 | Sandy Spring Bank | 207,934 | $5.18M | 0.3% | -3.2% | 0.206% | |
1/26/2024 | Harbor Investment Advisory LLC | 51,488 | $1.28M | 0.1% | +6.5% | 0.051% | |
1/25/2024 | Strategic Blueprint LLC | 88,051 | $2.19M | 0.2% | -56.1% | 0.087% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 55,965 | $1.39M | 0.0% | +65.5% | 0.055% | |
1/23/2024 | Leavell Investment Management Inc. | 447,591 | $11.15M | 0.7% | -9.4% | 0.444% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 1,968 | $49K | 0.0% | -32.3% | 0.002% | |
1/22/2024 | Princeton Global Asset Management LLC | 103,313 | $2.57M | 0.6% | +5.9% | 0.102% | |
1/19/2024 | AlphaMark Advisors LLC | 1,936 | $48K | 0.0% | -29.5% | 0.002% | |
1/12/2024 | Archford Capital Strategies LLC | 95,381 | $2.38M | 0.4% | -9.2% | 0.095% | |
1/12/2024 | Fortitude Family Office LLC | 16,261 | $405K | 0.3% | N/A | 0.016% | |
1/11/2024 | Praetorian Wealth Management Inc. | 181,802 | $4.53M | 1.3% | -4.3% | 0.180% | |
1/8/2024 | RVW Wealth LLC | 595,058 | $14.82M | 1.6% | +6.1% | 0.590% | |
1/8/2024 | Horizons Wealth Management | 12,958 | $323K | 0.2% | +12.7% | 0.013% | |
1/2/2024 | Anchor Investment Management LLC | 3,334 | $83K | 0.0% | N/A | 0.003% | |
12/11/2023 | Sunbelt Securities Inc. | 16,332 | $404K | 0.1% | -3.5% | 0.016% | |
11/15/2023 | Integrated Wealth Concepts LLC | 124,656 | $3.08M | 0.1% | +1.9% | 0.124% | |
11/15/2023 | KPP Advisory Services LLC | 12,050 | $298K | 0.1% | N/A | 0.012% | |
11/14/2023 | Peloton Wealth Strategists | 234,550 | $5.80M | 2.7% | -1.7% | 0.233% | |
11/13/2023 | Asset Dedication LLC | 305,300 | $7.55M | 0.6% | -1.3% | 0.303% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 185,075 | $4.58M | 0.2% | +196.7% | 0.184% | |
11/13/2023 | Bramshill Investments LLC | 14,481 | $358K | 0.0% | -32.2% | 0.014% | |
11/9/2023 | Valley Wealth Managers Inc. | 79,118 | $1.96M | 0.2% | -5.3% | 0.078% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 33,818 | $836K | 0.0% | +175.4% | 0.034% | |
11/8/2023 | Janney Montgomery Scott LLC | 143,216 | $3.54M | 0.0% | -3.5% | 0.142% | |
11/8/2023 | Spinnaker Trust | 60,279 | $1.49M | 0.1% | +213.4% | 0.060% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 22,000 | $544K | 0.0% | -35.3% | 0.022% | |
11/8/2023 | Sutton Wealth Advisors Inc. | 1,557 | $39K | 0.0% | N/A | 0.002% | |
11/8/2023 | Newman Dignan & Sheerar Inc. | 109,828 | $2.72M | 0.9% | -0.7% | 0.109% | |
11/7/2023 | J. L. Bainbridge & Co. Inc. | 12,847 | $318K | 0.0% | +23.9% | 0.013% | |
11/7/2023 | Sonata Capital Group Inc. | 223,120 | $5.52M | 2.9% | -0.6% | 0.221% | |
11/6/2023 | L.M. Kohn & Company | 9,500 | $235K | 0.1% | N/A | 0.009% | |
11/6/2023 | Eldridge Investment Advisors Inc. | 70,499 | $1.74M | 0.6% | +332.5% | 0.070% | |
11/6/2023 | Black Swift Group LLC | 68,845 | $1.70M | 0.6% | -45.6% | 0.068% | |
11/1/2023 | Roble Belko & Company Inc | 34,181 | $845K | 0.2% | -19.3% | 0.034% | |
11/1/2023 | Horan Securities Inc. | 36,136 | $894K | 0.5% | +17.7% | 0.036% | |
11/1/2023 | Dearborn Partners LLC | 19,383 | $479K | 0.0% | N/A | 0.019% | |
10/31/2023 | Lyell Wealth Management LP | 294,260 | $7.28M | 1.0% | +1.1% | 0.292% | |
10/30/2023 | Bogart Wealth LLC | 2,537 | $63K | 0.0% | N/A | 0.003% | |
10/30/2023 | Sandy Spring Bank | 214,754 | $5.31M | 0.3% | +3.2% | 0.213% | |
10/30/2023 | Grove Bank & Trust | 1,172 | $29K | 0.0% | N/A | 0.001% | |
10/27/2023 | Princeton Global Asset Management LLC | 97,600 | $2.41M | 0.7% | -2.6% | 0.097% | |
10/27/2023 | Archford Capital Strategies LLC | 105,034 | $2.60M | 0.5% | -2.8% | 0.104% | |
10/26/2023 | Hills Bank & Trust Co | 22,525 | $557K | 0.1% | +88.1% | 0.022% | |
10/25/2023 | Farmers & Merchants Investments Inc. | 1,114 | $28K | 0.0% | N/A | 0.001% | |
10/25/2023 | Buffington Mohr McNeal | 94,360 | $2.33M | 0.5% | -31.4% | 0.094% | |
10/24/2023 | Bank of New York Mellon Corp | 181,328 | $4.48M | 0.0% | +75.2% | 0.180% | |
10/24/2023 | Gould Asset Management LLC CA | 13,605 | $336K | 0.1% | -5.4% | 0.013% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 147,761 | $3.65M | 0.0% | +22.5% | 0.147% | |
10/23/2023 | Scissortail Wealth Management LLC | 263,841 | $6.53M | 5.1% | +3.4% | 0.262% | |
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10/18/2023 | Strategic Blueprint LLC | 200,532 | $4.96M | 0.5% | +6.7% | 0.199% | |
10/17/2023 | Riverview Trust Co | 2,661 | $66K | 0.1% | N/A | 0.003% | |
10/16/2023 | Leavell Investment Management Inc. | 494,206 | $12.22M | 0.9% | -6.6% | 0.490% | |
10/13/2023 | Mascoma Wealth Management LLC | 2,055 | $51K | 0.0% | +193.6% | 0.002% | |
10/13/2023 | PSI Advisors LLC | 51,977 | $1.29M | 0.6% | +68.7% | 0.052% | |
10/13/2023 | Harbor Investment Advisory LLC | 48,342 | $1.20M | 0.1% | +2.2% | 0.048% | |
10/12/2023 | RVW Wealth LLC | 561,036 | $13.87M | 1.7% | -3.6% | 0.556% | |
10/11/2023 | Praetorian Wealth Management Inc. | 189,989 | $4.70M | 1.5% | +0.4% | 0.188% | |
10/10/2023 | Bartlett & Co. LLC | 5,125 | $127K | 0.0% | +15.8% | 0.005% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 2,906 | $72K | 0.0% | N/A | 0.003% | |