3/18/2024 | CoreFirst Bank & Trust | 3,645 | $1.01M | 0.7% | +38.7% | 0.001% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 31,313 | $8.68M | 6.1% | N/A | 0.011% | |
3/15/2024 | Cape ANN Savings Bank | 55,643 | $15.15M | 10.1% | -10.4% | 0.020% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 20,419 | $5.66M | 0.2% | -36.6% | 0.007% | |
3/14/2024 | Walden Wealth Partners LLC | 4,498 | $1.25M | 0.8% | N/A | 0.002% | |
3/14/2024 | Leo Wealth LLC | 10,923 | $3.03M | 0.3% | N/A | 0.004% | |
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3/14/2024 | Muirfield Wealth Advisors LLC | 17,253 | $4.78M | 5.1% | N/A | 0.006% | |
3/13/2024 | MONECO Advisors LLC | 2,582 | $0.72M | 0.1% | -11.3% | 0.001% | |
3/11/2024 | Vanguard Group Inc. | 27,419 | $7.60M | 0.0% | +3.7% | 0.010% | |
3/8/2024 | SWP Financial LLC | 7,191 | $1.99M | 1.5% | N/A | 0.003% | |
3/8/2024 | Trust Co. of Vermont | 44,890 | $12.44M | 0.8% | -7.3% | 0.016% | |
3/8/2024 | ICA Group Wealth Management LLC | 8,322 | $2.31M | 0.5% | -2.3% | 0.003% | |
3/7/2024 | Objective Capital Management LLC | 6,733 | $1.87M | 1.4% | -6.1% | 0.002% | |
3/6/2024 | SageView Advisory Group LLC | 31,140 | $8.64M | 0.3% | +81.1% | 0.011% | |
3/6/2024 | Willner & Heller LLC | 3,810 | $1.06M | 1.2% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 3,716 | $1.03M | 0.0% | +62.5% | 0.001% | |
3/5/2024 | Gerber LLC | 748 | $0.21M | 0.2% | N/A | 0.000% | |
3/5/2024 | Greenwood Capital Associates LLC | 1,863 | $0.52M | 0.1% | +35.5% | 0.001% | |
3/5/2024 | Slagle Financial LLC | 1,832 | $0.51M | 0.1% | +101.8% | 0.001% | |
3/5/2024 | Twin Focus Capital Partners LLC | 17,735 | $4.92M | 0.5% | +9.6% | 0.006% | |
3/4/2024 | Richardson Financial Services Inc. | 1,994 | $0.55M | 0.5% | N/A | 0.001% | |
3/1/2024 | Creekmur Asset Management LLC | 18,821 | $5.22M | 1.6% | N/A | 0.007% | |
3/1/2024 | Transcendent Capital Group LLC | 7,352 | $2.04M | 1.4% | N/A | 0.003% | |
3/1/2024 | Pineridge Advisors LLC | 473 | $0.13M | 0.0% | N/A | 0.000% | |
2/29/2024 | Scarborough Advisors LLC | 668 | $0.19M | 0.0% | -95.5% | 0.000% | |
2/29/2024 | Acima Private Wealth LLC | 51,350 | $14.23M | 5.6% | +35.3% | 0.019% | |
2/28/2024 | EP Wealth Advisors LLC | 55,286 | $15.32M | 0.2% | -2.5% | 0.020% | |
2/27/2024 | Counterweight Ventures LLC | 16,026 | $4.44M | 4.0% | N/A | 0.006% | |
2/26/2024 | Centaurus Financial Inc. | 39,829 | $11.04M | 0.8% | +2.5% | 0.014% | |
2/26/2024 | Integrated Advisors Network LLC | 135,083 | $37.44M | 2.1% | -0.7% | 0.049% | |
2/23/2024 | Arkansas Financial Group Inc. | 241,171 | $66.84M | 12.4% | -0.2% | 0.087% | |
2/23/2024 | Chicago Partners Investment Group LLC | 177,452 | $48.54M | 2.2% | +1.0% | 0.064% | |
2/23/2024 | Beacon Financial Group | 2,322 | $0.64M | 0.1% | -28.0% | 0.001% | |
2/22/2024 | Sierra Summit Advisors LLC | 880 | $0.24M | 0.1% | N/A | 0.000% | |
2/22/2024 | Proathlete Wealth Management LLC | 51,671 | $14.32M | 8.5% | N/A | 0.019% | |
2/21/2024 | American Trust | 193,297 | $53.57M | 4.0% | -2.6% | 0.070% | |
2/21/2024 | Smith Shellnut Wilson LLC ADV | 21,719 | $6.02M | 3.5% | -0.9% | 0.008% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 8,504 | $2.36M | 1.6% | N/A | 0.003% | |
2/20/2024 | Nepc LLC | 14,485 | $4.02M | 0.2% | N/A | 0.005% | |
2/20/2024 | Pacific Center for Financial Services | 39,816 | $11.04M | 3.5% | +0.9% | 0.014% | |
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2/20/2024 | Voisard Asset Management Group Inc. | 651 | $0.18M | 0.1% | N/A | 0.000% | |
2/20/2024 | Taylor Financial Group Inc. | 5,436 | $1.51M | 1.2% | N/A | 0.002% | |
2/17/2024 | FIL Ltd | 461,014 | $127.77M | 0.1% | N/A | 0.167% | |
2/17/2024 | Madison Wealth Partners Inc | 36,523 | $10.12M | 4.0% | -3.8% | 0.013% | |
2/16/2024 | Hobbs Group Advisors LLC | 1,838 | $0.51M | 0.2% | N/A | 0.001% | |
2/16/2024 | SageView Advisory Group LLC | 31,140 | $8.64M | 0.3% | +81.1% | 0.011% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 1,185 | $0.33M | 0.0% | N/A | 0.000% | |
2/16/2024 | Oarsman Capital Inc. | 4,371 | $1.21M | 0.3% | +23.2% | 0.002% | |
2/16/2024 | Harbour Investments Inc. | 24,176 | $6.70M | 0.3% | +4.7% | 0.009% | |
2/16/2024 | Cim Investment Management Inc. | 58,983 | $16.35M | 5.3% | +1.6% | 0.021% | |
2/16/2024 | Wealthquest Corp | 111,070 | $30.78M | 3.4% | -4.4% | 0.040% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 22,539 | $6.25M | 4.1% | -5.0% | 0.008% | |
2/16/2024 | O Dell Group LLC | 621 | $0.17M | 0.0% | N/A | 0.000% | |
2/15/2024 | GR Financial Group LLC | 1,711 | $0.47M | 0.2% | N/A | 0.001% | |
2/15/2024 | Arkos Global Advisors | 47,107 | $13.06M | 2.4% | +63.9% | 0.017% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 463,989 | $128.60M | 0.4% | +213.6% | 0.168% | |
2/15/2024 | High Falls Advisors Inc | 2,211 | $0.61M | 0.2% | -83.4% | 0.001% | |
2/15/2024 | Venture Visionary Partners LLC | 16,955 | $4.70M | 0.2% | +2.4% | 0.006% | |
2/15/2024 | Townsquare Capital LLC | 11,216 | $3.11M | 0.1% | -13.7% | 0.004% | |
2/15/2024 | Cape Cod Five Cents Savings Bank | 217,979 | $60.41M | 6.1% | -52.7% | 0.079% | |
2/15/2024 | Swmg LLC | 1,698 | $0.47M | 0.2% | -71.5% | 0.001% | |
2/15/2024 | Midwest Professional Planners LTD. | 17,660 | $4.89M | 2.0% | -2.2% | 0.006% | |
2/15/2024 | Dagco Inc. | 190 | $53K | 0.0% | -99.2% | 0.000% | |
2/15/2024 | Main Street Group LTD | 1,544 | $0.43M | 0.1% | N/A | 0.001% | |
2/15/2024 | Baker Avenue Asset Management LP | 6,278 | $1.74M | 0.1% | -2.0% | 0.002% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 202,547 | $56.14M | 1.1% | +5.5% | 0.073% | |
2/15/2024 | Legal & General Group Plc | 6,850 | $1.90M | 0.0% | +1,041.7% | 0.002% | |
2/15/2024 | Hilltop Partners LLC | 43,425 | $12.04M | 4.7% | -25.6% | 0.016% | |
2/15/2024 | Wexford Capital LP | 8,642 | $2.40M | 0.5% | N/A | 0.003% | |
2/15/2024 | Barclays PLC | 1,383 | $0.38M | 0.0% | -99.3% | 0.001% | |
2/15/2024 | Primoris Wealth Advisors LLC | 2,339 | $0.65M | 0.6% | N/A | 0.001% | |
2/15/2024 | Vanguard Group Inc. | 26,687 | $7.40M | 0.0% | +0.9% | 0.010% | |
2/15/2024 | Voya Investment Management LLC | 150,845 | $41.81M | 0.0% | +9.6% | 0.055% | |
2/15/2024 | Voya Financial Advisors Inc. | 83,465 | $23.36M | 2.8% | -50.9% | 0.030% | |
2/15/2024 | Mission Creek Capital Partners Inc. | 27,050 | $7.50M | 1.9% | +12.8% | 0.010% | |
2/15/2024 | Modera Wealth Management LLC | 176,403 | $48.89M | 0.8% | -1.8% | 0.064% | |
2/15/2024 | Modern Wealth Management LLC | 950 | $0.26M | 0.0% | N/A | 0.000% | |
2/15/2024 | Nwam LLC | 20,507 | $5.68M | 0.5% | +486.1% | 0.007% | |
2/15/2024 | OLD Mission Capital LLC | 2,222 | $0.62M | 0.0% | N/A | 0.001% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 4,939 | $1.37M | 0.1% | -9.5% | 0.002% | |
2/15/2024 | Palisade Capital Management LP | 2,439 | $0.68M | 0.0% | +8.7% | 0.001% | |
2/15/2024 | Perritt Capital Management Inc. | 15,967 | $4.43M | 2.5% | +5.3% | 0.006% | |
2/15/2024 | Pettyjohn Wood & White Inc. | 24,742 | $6.86M | 1.5% | +1.5% | 0.009% | |
2/15/2024 | Freedom Investment Management Inc. | 47,271 | $13.10M | 1.1% | +32.4% | 0.017% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 4,738 | $1.31M | 0.5% | +0.8% | 0.002% | |
2/15/2024 | Bradley Foster & Sargent Inc. CT | 11,527 | $3.20M | 0.1% | -3.0% | 0.004% | |
2/15/2024 | Buckingham Strategic Partners LLC | 10,885 | $3.02M | 0.1% | +38.4% | 0.004% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 24,597 | $6.82M | 0.1% | +0.6% | 0.009% | |
2/15/2024 | Baird Financial Group Inc. | 625,124 | $173.25M | 0.4% | +1.5% | 0.226% | |
2/15/2024 | Biltmore Family Office LLC | 9,678 | $2.68M | 0.6% | -0.7% | 0.004% | |
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2/15/2024 | Comerica Bank | 559,115 | $154.96M | 0.7% | +0.7% | 0.203% | |
2/14/2024 | Royal Bank of Canada | 4,824,156 | $1.34B | 0.3% | +19.2% | 1.747% | |
2/14/2024 | Midland Wealth Advisors LLC | 3,433 | $0.95M | 0.1% | N/A | 0.001% | |
2/14/2024 | New England Asset Management Inc. | 16,859 | $4.67M | 0.8% | +24.8% | 0.006% | |
2/14/2024 | Continuum Advisory LLC | 9,814 | $2.72M | 0.4% | +5.6% | 0.004% | |
2/14/2024 | Pathstone Holdings LLC | 1,431,873 | $396.85M | 2.1% | N/A | 0.519% | |
2/14/2024 | Pacific Financial Group Inc. | 18,503 | $5.13M | 3.8% | +1.5% | 0.007% | |
2/14/2024 | Lavaca Capital LLC | 779 | $0.22M | 0.1% | -48.1% | 0.000% | |
2/14/2024 | Waverly Advisors LLC | 7,640 | $2.12M | 0.1% | +4.3% | 0.003% | |
2/14/2024 | Kestra Advisory Services LLC | 242,699 | $67.26M | 0.5% | +3.6% | 0.088% | |