10/3/2023 | Appleton Partners Inc. MA | 1,046 | $0.41M | 0.0% | +81.3% | 0.000% | |
10/2/2023 | Park National Corp OH | 11,733 | $4.61M | 0.2% | -0.6% | 0.001% | |
9/29/2023 | Schoolcraft Capital LLC | 26,183 | $10.66M | 2.9% | N/A | 0.003% | |
9/26/2023 | M Holdings Securities Inc. | 5,757 | $2.35M | 0.5% | -17.7% | 0.001% | |
9/21/2023 | Halpern Financial Inc. | 2,754 | $1.12M | 0.4% | +93.4% | 0.000% | |
9/21/2023 | Baystate Wealth Management LLC | 1,286 | $0.52M | 0.0% | +52.9% | 0.000% | |
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9/15/2023 | CJM Wealth Advisers Ltd. | 150,746 | $61.40M | 31.2% | +22.0% | 0.019% | |
9/12/2023 | Farther Finance Advisors LLC | 5,851 | $2.38M | 0.5% | +17.8% | 0.001% | |
9/12/2023 | Prosperity Wealth Management Inc. | 8,593 | $3.50M | 2.3% | +54.3% | 0.001% | |
9/12/2023 | Prosperity Financial Group Inc. | 591 | $0.24M | 0.2% | -76.4% | 0.000% | |
9/11/2023 | Dechtman Wealth Management LLC | 100,623 | $40.98M | 12.2% | N/A | 0.013% | |
9/8/2023 | Tucker Asset Management LLC | 342 | $0.14M | 0.0% | -41.6% | 0.000% | |
9/7/2023 | Scarborough Advisors LLC | 57,946 | $23.60M | 5.6% | +3.1% | 0.007% | |
9/7/2023 | ST Germain D J Co. Inc. | 349 | $0.14M | 0.0% | N/A | 0.000% | |
9/7/2023 | Strategic Financial Concepts LLC | 17,588 | $7.16M | 2.6% | -4.2% | 0.002% | |
9/5/2023 | Westshore Wealth LLC | 701 | $0.29M | 0.1% | -41.6% | 0.000% | |
9/5/2023 | Meritas Wealth Management LLC | 509 | $0.21M | 0.2% | N/A | 0.000% | |
9/1/2023 | Portside Wealth Group LLC | 1,997 | $0.81M | 0.1% | N/A | 0.000% | |
8/30/2023 | Narus Financial Partners LLC | 1,903 | $0.78M | 0.4% | +1.4% | 0.000% | |
8/30/2023 | Chapin Davis Inc. | 1,125 | $0.46M | 0.2% | -8.2% | 0.000% | |
8/30/2023 | Western Wealth Management LLC | 13,640 | $5.56M | 0.5% | -2.0% | 0.002% | |
8/30/2023 | Strait & Sound Wealth Management LLC | 595 | $0.24M | 0.2% | -52.6% | 0.000% | |
8/29/2023 | Myecfo LLC | 931 | $0.38M | 0.2% | -19.8% | 0.000% | |
8/29/2023 | Garde Capital Inc. | 71,243 | $29.02M | 2.4% | +23,030.8% | 0.009% | |
8/28/2023 | Willow Creek Wealth Management Inc. | 965 | $0.39M | 0.1% | N/A | 0.000% | |
8/28/2023 | Bassett Hargrove Investment Counsel LLC | 1,248 | $0.51M | 0.8% | +3.0% | 0.000% | |
8/28/2023 | Lavaca Capital LLC | 2,819 | $1.15M | 0.3% | +26.5% | 0.000% | |
8/25/2023 | Strategy Asset Managers LLC | 811 | $0.33M | 0.1% | +6.6% | 0.000% | |
8/24/2023 | Alamar Capital Management LLC | 22,658 | $9.23M | 6.8% | +6.7% | 0.003% | |
8/24/2023 | ProVise Management Group LLC | 12,673 | $5.16M | 0.5% | -4.2% | 0.002% | |
8/24/2023 | Invictus Private Wealth LLC | 319,270 | $130.03M | 14.0% | +3.0% | 0.040% | |
8/24/2023 | Arlington Capital Management Inc. | 1,709 | $0.70M | 0.6% | N/A | 0.000% | |
8/23/2023 | Stonebridge Capital Advisors LLC | 948 | $0.39M | 0.0% | +14.6% | 0.000% | |
8/23/2023 | Rehmann Capital Advisory Group | 2,131 | $0.87M | 0.1% | -6.4% | 0.000% | |
8/23/2023 | Dunhill Financial LLC | 12,540 | $5.06M | 3.3% | N/A | 0.002% | |
8/22/2023 | Segment Wealth Management LLC | 2,178 | $0.89M | 0.1% | -4.1% | 0.000% | |
8/22/2023 | Asset Dedication LLC | 7,195 | $2.93M | 0.2% | -0.9% | 0.001% | |
8/21/2023 | BOKF NA | 71,341 | $29.06M | 0.6% | -0.6% | 0.009% | |
8/21/2023 | VitalStone Financial LLC | 4,143 | $1.56M | 0.9% | +69.5% | 0.001% | |
8/21/2023 | VisionPoint Advisory Group LLC | 300 | $0.12M | 0.0% | N/A | 0.000% | |
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8/21/2023 | Vestor Capital LLC | 478 | $0.20M | 0.0% | -36.0% | 0.000% | |
8/21/2023 | John G Ullman & Associates Inc. | 8,314 | $3.39M | 0.5% | +0.9% | 0.001% | |
8/18/2023 | ARQ Wealth Advisors LLC | 500 | $0.20M | 0.1% | N/A | 0.000% | |
8/18/2023 | Coombe Bender & Co LLC | 25,388 | $10.34M | 7.5% | +2.8% | 0.003% | |
8/17/2023 | Vicus Capital | 57,280 | $23.33M | 2.4% | -7.4% | 0.007% | |
8/17/2023 | Orion Portfolio Solutions LLC | 88,314 | $35.97M | 0.4% | +10,376.2% | 0.011% | |
8/17/2023 | Coppell Advisory Solutions LLC | 13,380 | $5.39M | 1.6% | -2.2% | 0.002% | |
8/17/2023 | Imprint Wealth LLC | 3,932 | $1.61M | 0.1% | -1.1% | 0.000% | |
8/16/2023 | Vestor Capital LLC | 5,078 | $2.07M | 0.1% | +579.8% | 0.001% | |
8/16/2023 | TD Capital Management LLC | 17,376 | $7.08M | 0.8% | +0.4% | 0.002% | |
8/16/2023 | Resources Management Corp CT ADV | 1,080 | $0.44M | 0.1% | +355.7% | 0.000% | |
8/16/2023 | CreativeOne Wealth LLC | 19,846 | $8.08M | 0.4% | +23.1% | 0.002% | |
8/16/2023 | PCA Investment Advisory Services Inc. | 4,534 | $1.85M | 1.1% | -3.2% | 0.001% | |
8/16/2023 | Sunbelt Securities Inc. | 1,205 | $0.49M | 0.1% | +9.8% | 0.000% | |
8/16/2023 | Verity Asset Management Inc. | 923 | $0.38M | 0.3% | -47.9% | 0.000% | |
8/16/2023 | GTS Securities LLC | 5,324 | $2.17M | 0.1% | N/A | 0.001% | |
8/15/2023 | Alliancebernstein L.P. | 293,586 | $119.57M | 0.0% | -3.3% | 0.037% | |
8/15/2023 | Tradewinds LLC. | 4,372 | $1.78M | 1.0% | -10.4% | 0.001% | |
8/15/2023 | Equitable Holdings Inc. | 210,913 | $85.90M | 1.2% | +3.1% | 0.026% | |
8/15/2023 | Staley Capital Advisers Inc. | 4,589 | $1.87M | 0.1% | +0.5% | 0.001% | |
8/15/2023 | West Michigan Advisors LLC | 9,293 | $3.79M | 1.5% | +11.6% | 0.001% | |
8/15/2023 | Imprint Wealth LLC | 1,611,160 | $161.12M | 0.9% | +40,442.5% | 0.201% | |
8/15/2023 | IMA Wealth Inc. | 1,995 | $0.81M | 0.2% | -6.8% | 0.000% | |
8/15/2023 | Jaffetilchin Investment Partners LLC | 5,120 | $2.09M | 0.2% | -27.5% | 0.001% | |
8/15/2023 | CM Wealth Advisors LLC | 61,533 | $25.84M | 8.5% | +7.7% | 0.008% | |
8/15/2023 | Strategic Investment Solutions Inc. IL | 1,959 | $0.77M | 0.2% | -55.6% | 0.000% | |
8/15/2023 | Cape Cod Five Cents Savings Bank | 3,230 | $1.32M | 0.1% | -1.7% | 0.000% | |
8/15/2023 | Atlas Capital Advisors LLC | 1,846 | $0.75M | 0.1% | -4.8% | 0.000% | |
8/15/2023 | Cornerstone Planning Group LLC | 4,219 | $1.72M | 0.7% | N/A | 0.001% | |
8/15/2023 | Natixis Advisors L.P. | 215,108 | $87.61M | 0.3% | +1.0% | 0.027% | |
8/15/2023 | Moneta Group Investment Advisors LLC | 352,791 | $143.69M | 3.2% | +2.8% | 0.044% | |
8/15/2023 | Integrated Wealth Concepts LLC | 86,825 | $35.36M | 0.6% | +32.8% | 0.011% | |
8/15/2023 | Blueprint Investment Partners LLC | 710 | $0.29M | 0.1% | -94.1% | 0.000% | |
8/15/2023 | Dana Investment Advisors Inc. | 15,575 | $6.34M | 0.3% | -17.8% | 0.002% | |
8/15/2023 | Formidable Asset Management LLC | 2,437 | $0.99M | 0.2% | -1.3% | 0.000% | |
8/15/2023 | Crestwood Advisors Group LLC | 32,900 | $13.40M | 0.4% | +3.2% | 0.004% | |
8/15/2023 | Raymond James Trust N.A. | 221,140 | $90.07M | 2.6% | +3.9% | 0.028% | |
8/15/2023 | First Citizens Bank & Trust Co. | 42,125 | $17.16M | 0.3% | +1.7% | 0.005% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 9,458 | $3.85M | 0.1% | -1.1% | 0.001% | |
8/15/2023 | Colony Group LLC | 729,197 | $296.99M | 4.2% | +4.6% | 0.091% | |
8/15/2023 | Parkside Financial Bank & Trust | 17,202 | $7.01M | 1.7% | -6.5% | 0.002% | |
8/15/2023 | IHT Wealth Management LLC | 21,382 | $8.71M | 0.5% | -7.7% | 0.003% | |
8/15/2023 | Trail Ridge Investment Advisors LLC | 539 | $0.22M | 0.1% | N/A | 0.000% | |
8/15/2023 | Brooks Moore & Associates Inc. | 7,078 | $2.88M | 2.0% | +1.0% | 0.001% | |
8/15/2023 | Centaurus Financial Inc. | 6,577 | $2.68M | 0.2% | -33.7% | 0.001% | |
8/15/2023 | WMS Partners LLC | 4,339 | $1.77M | 0.1% | +7.0% | 0.001% | |
8/15/2023 | Arkos Global Advisors | 154,030 | $62.73M | 12.1% | +59.8% | 0.019% | |
8/15/2023 | United Services Automobile Association | 221,183 | $90.08M | 2.6% | -7.8% | 0.028% | |
8/15/2023 | Goldman Sachs Group Inc. | 10,425,445 | $4.25B | 0.9% | +0.3% | 1.303% | |
8/15/2023 | Wealthsource Partners LLC | 13,651 | $5.56M | 0.4% | -5.8% | 0.002% | |
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8/15/2023 | Pin Oak Investment Advisors Inc. | 394 | $0.16M | 0.2% | -32.2% | 0.000% | |
8/15/2023 | MidWestOne Financial Group Inc. | 7,743 | $3.15M | 0.7% | -1.3% | 0.001% | |
8/15/2023 | Belpointe Asset Management LLC | 41,027 | $16.71M | 1.8% | +11.1% | 0.005% | |
8/15/2023 | SevenOneSeven Capital Management | 10,804 | $4.42M | 9.9% | -2.5% | 0.001% | |
8/15/2023 | Front Street Capital Management Inc. | 57,196 | $23.30M | 4.9% | -94.2% | 0.007% | |
8/15/2023 | Ambassador Advisors LLC | 5,797 | $2.37M | 0.5% | +149.0% | 0.001% | |
8/15/2023 | Cutler Capital Management LLC | 1,588 | $0.65M | 0.3% | +7.5% | 0.000% | |
8/15/2023 | Fortis Capital Advisors LLC | 6,221 | $2.53M | 1.5% | -12.2% | 0.001% | |
8/15/2023 | Zacks Investment Management | 6,010 | $2.45M | 0.0% | -0.9% | 0.001% | |
8/15/2023 | Zuckerman Investment Group LLC | 14,553 | $5.93M | 0.8% | +6.0% | 0.002% | |