4/26/2024 | McKinley Carter Wealth Services Inc. | 33,477 | $3.44M | 0.2% | -4.0% | 0.048% | |
4/26/2024 | Clear Creek Financial Management LLC | 4,964 | $510K | 0.1% | +12.9% | 0.007% | |
4/26/2024 | Chicago Partners Investment Group LLC | 74,921 | $7.35M | 0.3% | +1.4% | 0.107% | |
4/25/2024 | Lindbrook Capital LLC | 394 | $40K | 0.0% | -55.8% | 0.001% | |
4/25/2024 | One Day In July LLC | 111,979 | $11.51M | 1.5% | -0.7% | 0.160% | |
4/25/2024 | Bridges Investment Management Inc. | 18,944 | $1.95M | 0.1% | -5.5% | 0.027% | |
|
4/25/2024 | Capital Investment Advisory Services LLC | 5,351 | $550K | 0.1% | +2.6% | 0.008% | |
4/25/2024 | IFG Advisors LLC | 3,584 | $368K | 0.1% | +16.8% | 0.005% | |
4/25/2024 | Summit Financial LLC | 20,653 | $2.12M | 0.1% | +1.4% | 0.029% | |
4/25/2024 | IAG Wealth Partners LLC | 1,468 | $151K | 0.0% | +230.6% | 0.002% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 233,230 | $23.97M | 0.1% | +2.2% | 0.333% | |
4/24/2024 | Private Trust Co. NA | 7,680 | $789K | 0.1% | -20.5% | 0.011% | |
4/24/2024 | Zhang Financial LLC | 12,890 | $1.33M | 0.1% | -2.3% | 0.018% | |
4/24/2024 | Oxler Private Wealth LLC | 26,236 | $2.70M | 1.1% | -2.1% | 0.037% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 2,990 | $307K | 0.1% | -24.6% | 0.004% | |
4/24/2024 | Smith Anglin Financial LLC | 14,470 | $1.49M | 0.2% | -18.6% | 0.021% | |
4/24/2024 | Simplicity Wealth LLC | 2,081 | $214K | 0.0% | N/A | 0.003% | |
4/24/2024 | NBT Bank N A NY | 777 | $80K | 0.0% | -24.8% | 0.001% | |
4/24/2024 | Spire Wealth Management | 12,125 | $1.25M | 0.1% | -12.3% | 0.017% | |
4/24/2024 | Essex Financial Services Inc. | 3,014 | $310K | 0.0% | -7.2% | 0.004% | |
4/23/2024 | Bfsg LLC | 22,506 | $2.31M | 0.3% | -21.6% | 0.032% | |
4/23/2024 | Milestone Asset Management LLC | 23,481 | $2.41M | 0.7% | N/A | 0.034% | |
4/23/2024 | Global Retirement Partners LLC | 3,919 | $403K | 0.0% | -31.1% | 0.006% | |
4/23/2024 | Morton Brown Family Wealth LLC | 2,932 | $301K | 0.1% | -34.2% | 0.004% | |
4/23/2024 | TrueWealth Advisors LLC | 2,933 | $301K | 0.1% | -15.4% | 0.004% | |
4/23/2024 | Fifth Third Bancorp | 75,453 | $7.75M | 0.0% | -6.7% | 0.108% | |
4/23/2024 | Warner Financial Inc. | 2,507 | $258K | 0.1% | N/A | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 149,004 | $15.31M | 0.0% | -29.1% | 0.213% | |
4/23/2024 | Sapient Capital LLC | 15,573 | $1.60M | 0.0% | +62.8% | 0.022% | |
4/22/2024 | Rovin Capital UT ADV | 25,534 | $2.62M | 1.1% | +89.9% | 0.036% | |
4/22/2024 | Oakworth Capital Inc. | 609 | $63K | 0.0% | +55.0% | 0.001% | |
4/22/2024 | Raymond James & Associates | 262,660 | $26.99M | 0.0% | -5.2% | 0.375% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 26,263 | $2.70M | 0.2% | -0.8% | 0.037% | |
4/19/2024 | RTD Financial Advisors Inc. | 84,029 | $8.64M | 1.2% | +1.9% | 0.120% | |
4/19/2024 | Ndwm LLC | 28,551 | $2.93M | 2.7% | +115.2% | 0.041% | |
4/19/2024 | Mainsail Financial Group LLC | 22,588 | $2.32M | 1.6% | +1.4% | 0.032% | |
4/19/2024 | Lake Street Private Wealth LLC | 52,845 | $5.43M | 0.7% | N/A | 0.075% | |
4/18/2024 | Capital Advisors Ltd. LLC | 77,384 | $7.95M | 1.0% | -4.6% | 0.110% | |
4/18/2024 | Woodmont Investment Counsel LLC | 531 | $55K | 0.0% | N/A | 0.001% | |
4/18/2024 | Panoramic Investment Advisors LLC | 5,380 | $553K | 0.4% | +70.5% | 0.008% | |
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4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 19,533 | $2.01M | 0.5% | +4.1% | 0.028% | |
4/18/2024 | Morris Financial Concepts Inc. | 14,631 | $1.50M | 0.8% | -11.5% | 0.021% | |
4/18/2024 | BKM Wealth Management LLC | 37,696 | $3.87M | 1.7% | +3.5% | 0.054% | |
4/18/2024 | Diversified Trust Co | 29,712 | $3.05M | 0.1% | +6.3% | 0.042% | |
4/18/2024 | Compass Ion Advisors LLC | 3,073 | $316K | 0.0% | +5.2% | 0.004% | |
4/18/2024 | Breakwater Capital Group | 4,752 | $488K | 0.1% | +12.3% | 0.007% | |
4/18/2024 | Ironwood Financial llc | 61,961 | $6.37M | 1.5% | -0.6% | 0.088% | |
4/17/2024 | Annapolis Financial Services LLC | 4,686 | $482K | 0.2% | -6.3% | 0.007% | |
4/17/2024 | Physician Wealth Advisors Inc. | 16,566 | $1.57M | 0.3% | -2.3% | 0.024% | |
4/17/2024 | Vicus Capital | 60,739 | $6.24M | 0.6% | +5.5% | 0.087% | |
4/17/2024 | Grimes & Company Inc. | 3,070 | $316K | 0.0% | -19.0% | 0.004% | |
4/17/2024 | Burns J W & Co. Inc. NY | 70,582 | $7.25M | 1.0% | -1.0% | 0.101% | |
4/16/2024 | MCF Advisors LLC | 10,882 | $1.12M | 0.1% | -2.1% | 0.016% | |
4/16/2024 | Occidental Asset Management LLC | 48,598 | $4.99M | 0.9% | +2.8% | 0.069% | |
4/16/2024 | Norway Savings Bank | 17,651 | $1.81M | 0.8% | -7.4% | 0.025% | |
4/16/2024 | Stillwater Capital Advisors LLC | 17,781 | $1.83M | 0.3% | -1.9% | 0.025% | |
4/16/2024 | Courier Capital LLC | 34,157 | $3.51M | 0.3% | +9.0% | 0.049% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 52,881 | $5.43M | 0.0% | -3.6% | 0.075% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 2,710 | $278K | 0.0% | +11.8% | 0.004% | |
4/15/2024 | Ellis Investment Partners LLC | 159,188 | $16.36M | 3.6% | -0.7% | 0.223% | |
4/15/2024 | Ehrlich Financial Group | 21,279 | $2.19M | 1.8% | +229.4% | 0.030% | |
4/15/2024 | Sound Income Strategies LLC | 31,757 | $3.26M | 0.2% | -12.9% | 0.044% | |
4/15/2024 | Thompson Investment Management Inc. | 7,216 | $741K | 0.1% | +9.4% | 0.010% | |
4/13/2024 | Evanson Asset Management LLC | 80,201 | $8.24M | 0.6% | -7.8% | 0.112% | |
4/12/2024 | Wealth Management Partners LLC | 10,749 | $1.11M | 0.6% | -1.2% | 0.015% | |
4/12/2024 | Harbor Investment Advisory LLC | 1,929 | $198K | 0.0% | +105.4% | 0.003% | |
4/12/2024 | AdvisorNet Financial Inc | 8,617 | $885K | 0.1% | -24.7% | 0.012% | |
4/12/2024 | Northwest Investment Counselors LLC | 320 | $33K | 0.0% | N/A | 0.000% | |
4/12/2024 | Abacus Planning Group Inc. | 29,661 | $3.05M | 0.6% | -3.3% | 0.041% | |
4/11/2024 | Liberty Capital Management Inc. | 30,527 | $3.14M | 0.8% | -26.0% | 0.043% | |
4/11/2024 | Soundmark Wealth Management LLC | 54,895 | $5.64M | 2.5% | -1.6% | 0.077% | |
4/10/2024 | SOA Wealth Advisors LLC. | 35,789 | $3.68M | 0.8% | -1.2% | 0.050% | |
4/10/2024 | Apella Capital LLC | 7,441 | $751K | 0.0% | +5.4% | 0.010% | |
4/10/2024 | Bruce G. Allen Investments LLC | 6,543 | $672K | 0.6% | +35.7% | 0.009% | |
4/10/2024 | Thomasville National Bank | 13,984 | $1.44M | 0.1% | -0.7% | 0.020% | |
4/8/2024 | Evensky & Katz LLC | 50,919 | $5.23M | 0.4% | -1.3% | 0.071% | |
4/5/2024 | Juncture Wealth Strategies LLC | 12,002 | $1.23M | 0.5% | -19.9% | 0.017% | |
4/5/2024 | CWM LLC | 12,438 | $1.28M | 0.0% | +8.2% | 0.017% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 205,124 | $21.08M | 2.6% | +0.8% | 0.287% | |
3/26/2024 | Fairman Group LLC | 413 | $43K | 0.0% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 727,143 | $74.95M | 0.1% | -25.3% | 1.017% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 78,631 | $8.10M | 0.2% | +509.1% | 0.110% | |
3/14/2024 | Leo Wealth LLC | 5,218 | $538K | 0.1% | N/A | 0.007% | |
3/12/2024 | Rovin Capital UT ADV | 13,449 | $1.39M | 0.6% | -28.4% | 0.019% | |
3/8/2024 | ICA Group Wealth Management LLC | 833 | $86K | 0.0% | N/A | 0.001% | |
3/6/2024 | SageView Advisory Group LLC | 8,744 | $877K | 0.0% | +27.5% | 0.012% | |
3/6/2024 | Willner & Heller LLC | 3,528 | $364K | 0.4% | N/A | 0.005% | |
3/4/2024 | Richardson Financial Services Inc. | 958 | $99K | 0.1% | N/A | 0.001% | |
3/4/2024 | Fortis Group Advisors LLC | 634 | $65K | 0.0% | +100.0% | 0.001% | |
3/1/2024 | Creekmur Asset Management LLC | 750 | $77K | 0.0% | N/A | 0.001% | |
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3/1/2024 | Transcendent Capital Group LLC | 566 | $58K | 0.0% | N/A | 0.001% | |
3/1/2024 | ARK & TLK Investments LLC | 23,805 | $2.45M | 0.8% | N/A | 0.033% | |
3/1/2024 | Goldman Sachs Group Inc. | 648,543 | $66.85M | 0.0% | +194.0% | 0.907% | |
2/29/2024 | Tortoise Investment Management LLC | 28,593 | $2.95M | 0.4% | -2.4% | 0.040% | |
2/29/2024 | Acima Private Wealth LLC | 465 | $48K | 0.0% | -92.3% | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 37,457 | $3.86M | 0.0% | -1.8% | 0.052% | |
2/26/2024 | Centaurus Financial Inc. | 15,660 | $1.61M | 0.1% | N/A | 0.022% | |
2/23/2024 | Cim LLC | 3,183 | $314K | 0.1% | N/A | 0.004% | |
2/23/2024 | Chicago Partners Investment Group LLC | 73,886 | $7.31M | 0.3% | -3.8% | 0.103% | |
2/21/2024 | WNY Asset Management LLC | 6,340 | $653K | 0.1% | -4.0% | 0.009% | |