4/25/2024 | WestHill Financial Advisors Inc. | 68,393 | $8.57M | 2.1% | +3.2% | 0.061% | |
4/25/2024 | Telos Capital Management Inc. | 17,360 | $2.18M | 0.2% | -1.9% | 0.016% | |
4/25/2024 | Summit Financial LLC | 4,889 | $613K | 0.0% | +2.7% | 0.004% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 39,221 | $4.92M | 0.0% | -7.4% | 0.035% | |
4/24/2024 | Private Trust Co. NA | 6,046 | $758K | 0.1% | -3.8% | 0.005% | |
4/24/2024 | CENTRAL TRUST Co | 12,597 | $1.58M | 0.0% | -4.3% | 0.011% | |
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4/24/2024 | Berkshire Bank | 16,142 | $2.02M | 0.5% | -4.7% | 0.014% | |
4/24/2024 | Pegasus Partners Ltd. | 178,961 | $22.43M | 2.4% | +5.4% | 0.159% | |
4/24/2024 | Simplicity Wealth LLC | 107,669 | $13.49M | 0.3% | +85.9% | 0.096% | |
4/24/2024 | Spire Wealth Management | 5,455 | $684K | 0.0% | -3.7% | 0.005% | |
4/24/2024 | First Pacific Financial | 22,105 | $2.77M | 0.8% | -5.4% | 0.020% | |
4/23/2024 | James J. Burns & Company LLC | 37,074 | $4.57M | 1.6% | -24.9% | 0.033% | |
4/23/2024 | Platte River Wealth Advisors LLC | 25,367 | $3.18M | 0.9% | -2.4% | 0.023% | |
4/23/2024 | Global Retirement Partners LLC | 22,167 | $2.78M | 0.1% | -1.2% | 0.020% | |
4/23/2024 | Sage Mountain Advisors LLC | 438 | $55K | 0.0% | +30.4% | 0.000% | |
4/23/2024 | WASHINGTON TRUST Co | 4,487 | $562K | 0.0% | +13.2% | 0.004% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 14,966 | $1.88M | 0.2% | +1.3% | 0.013% | |
4/23/2024 | Fifth Third Bancorp | 137,733 | $17.26M | 0.1% | -10.1% | 0.122% | |
4/23/2024 | McAdam LLC | 53,218 | $6.67M | 0.4% | -3.7% | 0.047% | |
4/23/2024 | Revisor Wealth Management LLC | 1,780 | $215K | 0.1% | N/A | 0.002% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 566,565 | $71.01M | 0.1% | +3.3% | 0.503% | |
4/23/2024 | Stonegate Investment Group LLC | 4,857 | $609K | 0.0% | +15.8% | 0.004% | |
4/22/2024 | Cahaba Wealth Management Inc. | 4,317 | $541K | 0.0% | -2.9% | 0.004% | |
4/22/2024 | PFG Investments LLC | 3,896 | $488K | 0.0% | +13.7% | 0.003% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 14,937 | $1.87M | 0.4% | -2.7% | 0.013% | |
4/22/2024 | Raymond James & Associates | 163,787 | $20.53M | 0.0% | -27.0% | 0.145% | |
4/22/2024 | Stegner Investment Associates Inc. | 6,000 | $752K | 0.6% | -1.4% | 0.005% | |
4/22/2024 | Everpar Advisors LLC | 2,447 | $307K | 0.2% | -19.2% | 0.002% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 17,359 | $2.18M | 0.1% | -1.0% | 0.015% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 3,248 | $407K | 0.0% | -21.2% | 0.003% | |
4/19/2024 | Leeward Investments LLC MA | 2,302 | $289K | 0.0% | +21.3% | 0.002% | |
4/19/2024 | RTD Financial Advisors Inc. | 141,975 | $17.79M | 2.4% | +5.0% | 0.126% | |
4/19/2024 | ZRC Wealth Management LLC | 1,456 | $183K | 0.1% | +14.1% | 0.001% | |
4/19/2024 | Cornerstone Wealth Management LLC | 7,527 | $943K | 0.1% | -1.4% | 0.007% | |
4/18/2024 | Saxon Interests Inc. | 8,677 | $1.09M | 0.5% | -1.2% | 0.008% | |
4/18/2024 | Nvest Financial LLC | 2,384 | $299K | 0.2% | +11.6% | 0.002% | |
4/18/2024 | Woodmont Investment Counsel LLC | 3,805 | $477K | 0.0% | N/A | 0.003% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 43,438 | $5.44M | 0.2% | -2.4% | 0.039% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 11,879 | $1.49M | 0.0% | -68.9% | 0.011% | |
4/18/2024 | Vaughan Nelson Investment Management L.P. | 2,516 | $315K | 0.0% | -44.8% | 0.002% | |
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4/18/2024 | Park Place Capital Corp | 11,679 | $1.46M | 0.5% | -7.4% | 0.010% | |
4/18/2024 | Miracle Mile Advisors LLC | 8,982 | $1.13M | 0.0% | -19.3% | 0.008% | |
4/18/2024 | Diversified Trust Co | 4,062 | $509K | 0.0% | +28.5% | 0.004% | |
4/18/2024 | Fifth Third Securities Inc. | 103,679 | $12.99M | 1.3% | -0.1% | 0.092% | |
4/18/2024 | Skyline Advisors Inc. | 3,922 | $492K | 0.2% | +3.0% | 0.003% | |
4/18/2024 | Breakwater Capital Group | 2,742 | $344K | 0.1% | +3.9% | 0.002% | |
4/17/2024 | Richardson Capital Management LLC | 2,966 | $372K | 0.3% | N/A | 0.003% | |
4/17/2024 | Atticus Wealth Management LLC | 3,475 | $436K | 0.1% | -3.6% | 0.003% | |
4/17/2024 | Stephens Group Asset Management LLC | 681,100 | $85.36M | 7.8% | +0.9% | 0.605% | |
4/17/2024 | Romano Brothers AND Company | 5,961 | $747K | 0.1% | -2.1% | 0.005% | |
4/17/2024 | Grimes & Company Inc. | 1,980 | $248K | 0.0% | -7.8% | 0.002% | |
4/16/2024 | Noble Family Wealth LLC | 23,369 | $2.93M | 0.8% | -0.4% | 0.021% | |
4/16/2024 | Occidental Asset Management LLC | 83,387 | $10.45M | 2.0% | +2.2% | 0.074% | |
4/16/2024 | Tsfg LLC | 1,785 | $224K | 0.1% | -21.5% | 0.002% | |
4/16/2024 | Pinnacle Bancorp Inc. | 4,242 | $532K | 0.2% | -3.8% | 0.004% | |
4/16/2024 | Courier Capital LLC | 10,623 | $1.33M | 0.1% | -4.2% | 0.009% | |
4/16/2024 | Powell Investment Advisors LLC | 46,786 | $5.86M | 3.1% | -2.0% | 0.042% | |
4/16/2024 | Investment Partners LTD. | 36,384 | $4.56M | 2.1% | +0.8% | 0.032% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 108,375 | $13.58M | 0.0% | -5.7% | 0.096% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 4,597 | $576K | 0.0% | -11.4% | 0.004% | |
4/15/2024 | Corundum Group Inc. | 51,999 | $6.52M | 3.1% | +0.2% | 0.046% | |
4/15/2024 | Revolve Wealth Partners LLC | 6,315 | $791K | 0.1% | +2.9% | 0.006% | |
4/15/2024 | Brookstone Capital Management | 6,491 | $814K | 0.0% | +5.2% | 0.006% | |
4/15/2024 | Sunbelt Securities Inc. | 892 | $112K | 0.0% | N/A | 0.001% | |
4/15/2024 | Lpwm LLC | 196,938 | $24.01M | 8.8% | +2.1% | 0.175% | |
4/15/2024 | Flagstar Advisors Inc. | 3,587 | $450K | 0.1% | -3.7% | 0.003% | |
4/15/2024 | Sound Income Strategies LLC | 788 | $99K | 0.0% | -28.3% | 0.001% | |
4/13/2024 | Inspirion Wealth Advisors LLC | 60,354 | $7.56M | 1.2% | +2.6% | 0.054% | |
4/12/2024 | Riverview Trust Co | 520 | $65K | 0.1% | N/A | 0.000% | |
4/12/2024 | Annex Advisory Services LLC | 2,647 | $332K | 0.0% | N/A | 0.002% | |
4/12/2024 | Whitaker Myers Wealth Managers LTD. | 13,250 | $1.66M | 0.7% | -5.7% | 0.012% | |
4/12/2024 | Global Assets Advisory LLC | 13,808 | $1.73M | 0.0% | N/A | 0.012% | |
4/12/2024 | AdvisorNet Financial Inc | 14,514 | $1.82M | 0.2% | +8.7% | 0.013% | |
4/12/2024 | Global Trust Asset Management LLC | 7,876 | $987K | 0.4% | +3.3% | 0.007% | |
4/11/2024 | Cooper Financial Group | 3,995 | $501K | 0.1% | -2.2% | 0.004% | |
4/11/2024 | International Assets Investment Management LLC | 7,589 | $944K | 0.0% | +13.0% | 0.007% | |
4/11/2024 | &PARTNERS | 3,586 | $449K | 0.1% | N/A | 0.003% | |
4/11/2024 | Ballew Advisors Inc | 7,112 | $867K | 0.6% | -6.8% | 0.006% | |
4/11/2024 | BTC Capital Management Inc. | 2,619 | $328K | 0.0% | N/A | 0.002% | |
4/10/2024 | Holland Advisory Services Inc. | 3,168 | $397K | 0.4% | -11.0% | 0.003% | |
4/10/2024 | Triangle Securities Wealth Management | 1,625 | $204K | 0.1% | N/A | 0.001% | |
4/10/2024 | Marcum Wealth LLC | 4,459 | $559K | 0.1% | -4.6% | 0.004% | |
4/10/2024 | Park Avenue Securities LLC | 26,711 | $3.35M | 0.0% | +21.6% | 0.024% | |
4/10/2024 | KMG Fiduciary Partners LLC | 18,729 | $2.35M | 0.2% | -6.5% | 0.017% | |
4/10/2024 | Signal Advisors Wealth LLC | 7,583 | $950K | 0.2% | +259.0% | 0.007% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 465 | $58K | 0.0% | +272.0% | 0.000% | |
4/9/2024 | Mather Group LLC. | 35,686 | $4.15M | 0.1% | -3.0% | 0.031% | |
4/5/2024 | GAMMA Investing LLC | 797 | $100K | 0.0% | +15.0% | 0.001% | |
4/5/2024 | CWM LLC | 56,328 | $7.06M | 0.1% | +15.6% | 0.049% | |
4/3/2024 | Dentgroup LLC | 2,687 | $337K | 0.3% | -6.5% | 0.002% | |
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4/2/2024 | LBJ Family Wealth Advisors Ltd. | 129,322 | $16.21M | 10.3% | +3.2% | 0.112% | |
4/2/2024 | ST Germain D J Co. Inc. | 1,196 | $150K | 0.0% | +11.4% | 0.001% | |
4/1/2024 | Appleton Partners Inc. MA | 2,471 | $310K | 0.0% | -5.9% | 0.002% | |
3/15/2024 | Skyline Advisors Inc. | 3,806 | $443K | 0.2% | N/A | 0.003% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 25,157 | $2.93M | 0.1% | -18.5% | 0.022% | |
3/14/2024 | Yeomans Consulting Group Inc. | 2,071 | $241K | 0.1% | N/A | 0.002% | |
3/8/2024 | ICA Group Wealth Management LLC | 5,830 | $678K | 0.2% | +33.9% | 0.005% | |
3/6/2024 | SageView Advisory Group LLC | 4,207 | $487K | 0.0% | +11.8% | 0.004% | |
3/6/2024 | Willner & Heller LLC | 5,604 | $652K | 0.7% | N/A | 0.005% | |
3/5/2024 | Twin Focus Capital Partners LLC | 70,306 | $8.18M | 0.8% | -42.9% | 0.061% | |