10/31/2024 | Advisors Management Group Inc. ADV | 86,271 | $3.53M | 0.8% | +4.6% | 0.004% | |
10/31/2024 | Concurrent Investment Advisors LLC | 18,969 | $775K | 0.0% | +59.6% | 0.001% | |
10/30/2024 | RTD Financial Advisors Inc. | 7,014 | $287K | 0.0% | N/A | 0.000% | |
10/30/2024 | Harvest Portfolios Group Inc. | 49,100 | $2.01M | 0.1% | N/A | 0.002% | |
10/30/2024 | Marks Group Wealth Management Inc | 40,944 | $1.67M | 0.2% | +3.8% | 0.002% | |
10/30/2024 | Long Run Wealth Advisors LLC | 85,923 | $3.51M | 0.8% | +4.1% | 0.004% | |
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10/30/2024 | HF Advisory Group LLC | 7,753 | $317K | 0.1% | -8.5% | 0.000% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 17,700 | $724K | 0.0% | +14.6% | 0.001% | |
10/30/2024 | PDS Planning Inc | 6,173 | $252K | 0.0% | +15.9% | 0.000% | |
10/30/2024 | QRG Capital Management Inc. | 189,108 | $7.73M | 0.1% | -3.2% | 0.009% | |
10/29/2024 | Old North State Wealth Management LLC | 5,380 | $220K | 0.1% | N/A | 0.000% | |
10/29/2024 | KG&L Capital Management LLC | 16,685 | $679K | 0.2% | +44.1% | 0.001% | |
10/29/2024 | Forum Financial Management LP | 5,001 | $204K | 0.0% | N/A | 0.000% | |
10/29/2024 | BSW Wealth Partners | 5,453 | $223K | 0.0% | N/A | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 736,510 | $27.97M | 0.0% | +8.4% | 0.036% | |
10/29/2024 | Janney Montgomery Scott LLC | 294,806 | $12.05M | 0.0% | -5.2% | 0.014% | |
10/29/2024 | Farther Finance Advisors LLC | 5,585 | $228K | 0.0% | -7.8% | 0.000% | |
10/28/2024 | Roanoke Asset Management Corp NY | 31,703 | $1.30M | 0.4% | -2.0% | 0.002% | |
10/28/2024 | Keystone Financial Planning Inc. | 6,060 | $248K | 0.1% | N/A | 0.000% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 11,814 | $483K | 0.0% | +13.6% | 0.001% | |
10/28/2024 | Hills Bank & Trust Co | 25,298 | $1.03M | 0.1% | -4.3% | 0.001% | |
10/28/2024 | Stephens Inc. AR | 33,460 | $1.37M | 0.0% | -3.3% | 0.002% | |
10/28/2024 | Lincluden Management Ltd. | 66,001 | $2.70M | 0.3% | +1.3% | 0.003% | |
10/28/2024 | US Bancorp DE | 236,770 | $9.68M | 0.0% | +12.2% | 0.011% | |
10/25/2024 | JFS Wealth Advisors LLC | 29,426 | $1.20M | 0.1% | +1,429.4% | 0.001% | |
10/25/2024 | Pinnacle Associates Ltd. | 32,921 | $1.35M | 0.0% | +6.2% | 0.002% | |
10/25/2024 | First Trust Direct Indexing L.P. | 24,258 | $992K | 0.1% | -1.2% | 0.001% | |
10/25/2024 | Capstone Triton Financial Group LLC | 7,781 | $318K | 0.2% | -7.9% | 0.000% | |
10/25/2024 | Nicholas Hoffman & Company LLC. | 40,455 | $1.65M | 0.1% | -2.5% | 0.002% | |
10/25/2024 | GW Henssler & Associates Ltd. | 18,849 | $771K | 0.0% | -97.6% | 0.001% | |
10/25/2024 | MONECO Advisors LLC | 12,318 | $504K | 0.1% | +6.4% | 0.001% | |
10/25/2024 | Fortitude Family Office LLC | 1,017 | $42K | 0.0% | N/A | 0.000% | |
10/25/2024 | Barry Investment Advisors LLC | 18,720 | $765K | 0.2% | +3.8% | 0.001% | |
10/24/2024 | Old Port Advisors | 62,285 | $2.55M | 0.7% | -2.2% | 0.003% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 16,408 | $671K | 0.1% | +5.8% | 0.001% | |
10/24/2024 | Concord Wealth Partners | 783 | $32K | 0.0% | +231.8% | 0.000% | |
10/24/2024 | Investment Partners Asset Management Inc. | 15,559 | $636K | 0.5% | +2.3% | 0.001% | |
10/24/2024 | Kavar Capital Partners Group LLC | 32,472 | $1.33M | 0.2% | -1.4% | 0.002% | |
10/24/2024 | Covenant Partners LLC | 9,415 | $385K | 0.1% | -11.1% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 161,649 | $6.61M | 0.0% | -2.8% | 0.008% | |
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10/24/2024 | PFG Investments LLC | 16,575 | $678K | 0.0% | +8.5% | 0.001% | |
10/24/2024 | Arkadios Wealth Advisors | 54,663 | $2.24M | 0.1% | -0.7% | 0.003% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 383,588 | $15.68M | 0.5% | +0.4% | 0.019% | |
10/23/2024 | Allworth Financial LP | 2,858 | $117K | 0.0% | -12.7% | 0.000% | |
10/23/2024 | BayBridge Capital Group LLC | 11,086 | $453K | 0.3% | +7.9% | 0.001% | |
10/23/2024 | Heritage Oak Wealth Advisors LLC | 9,298 | $380K | 0.2% | N/A | 0.000% | |
10/23/2024 | Mediolanum International Funds Ltd | 289,687 | $11.84M | 0.2% | N/A | 0.014% | |
10/23/2024 | Lake Street Advisors Group LLC | 6,661 | $275K | 0.0% | -7.4% | 0.000% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 13,618 | $557K | 0.1% | -50.0% | 0.001% | |
10/23/2024 | Mount Yale Investment Advisors LLC | 34,881 | $1.43M | 0.1% | +104.6% | 0.002% | |
10/23/2024 | Bogart Wealth LLC | 1,333 | $54K | 0.0% | +98.7% | 0.000% | |
10/23/2024 | Romano Brothers AND Company | 5,032 | $206K | 0.0% | N/A | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 226,487 | $92.59M | 0.0% | +3,991.9% | 0.011% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 243,045 | $9.94M | 0.4% | +0.4% | 0.012% | |
10/22/2024 | Greenleaf Trust | 8,269 | $338K | 0.0% | -19.6% | 0.000% | |
10/22/2024 | Lazari Capital Management Inc. | 19,546 | $799K | 0.3% | -2.1% | 0.001% | |
10/22/2024 | Private Advisor Group LLC | 68,768 | $2.81M | 0.0% | -8.7% | 0.003% | |
10/22/2024 | Eastern Bank | 628 | $26K | 0.0% | N/A | 0.000% | |
10/22/2024 | Signaturefd LLC | 32,055 | $1.31M | 0.0% | -5.1% | 0.002% | |
10/22/2024 | Sequoia Financial Advisors LLC | 22,937 | $938K | 0.0% | +2.6% | 0.001% | |
10/21/2024 | Calton & Associates Inc. | 6,315 | $258K | 0.1% | -10.2% | 0.000% | |
10/21/2024 | Foundations Investment Advisors LLC | 10,122 | $414K | 0.0% | +4.8% | 0.000% | |
10/21/2024 | Ledyard National Bank | 24,281 | $993K | 0.1% | +24.1% | 0.001% | |
10/21/2024 | Venture Visionary Partners LLC | 5,880 | $240K | 0.0% | -4.9% | 0.000% | |
10/21/2024 | Robinson Value Management Ltd. | 55,607 | $2.27M | 1.5% | -52.3% | 0.003% | |
10/21/2024 | Koss Olinger Consulting LLC | 62,386 | $2.55M | 0.2% | -0.8% | 0.003% | |
10/19/2024 | Brown Lisle Cummings Inc. | 600 | $25K | 0.0% | -35.6% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 11,764 | $481K | 0.0% | +40.7% | 0.001% | |
10/18/2024 | Blue Trust Inc. | 10,720 | $413K | 0.0% | +335.1% | 0.001% | |
10/18/2024 | JTC Employer Solutions Trustee Ltd | 20,480,962 | $837.36M | 54.5% | -1.9% | 0.988% | |
10/17/2024 | Aaron Wealth Advisors LLC | 20,711 | $847K | 0.1% | +11.3% | 0.001% | |
10/16/2024 | Cardinal Capital Management | 56,372 | $2.33M | 0.4% | +1.5% | 0.003% | |
10/16/2024 | Global Retirement Partners LLC | 40,110 | $1.64M | 0.0% | +4.3% | 0.002% | |
10/16/2024 | Good Life Advisors LLC | 14,486 | $592K | 0.0% | +90.1% | 0.001% | |
10/16/2024 | Ironwood Financial llc | 4,985 | $204K | 0.0% | -13.2% | 0.000% | |
10/16/2024 | Cornerstone Wealth Management LLC | 10,503 | $429K | 0.0% | -7.7% | 0.001% | |
10/16/2024 | Vontobel Holding Ltd. | 10,395 | $425K | 0.0% | -8.4% | 0.001% | |
10/16/2024 | Roberts Wealth Advisors LLC | 85,376 | $3.25M | 1.0% | +2.1% | 0.004% | |
10/16/2024 | Jamison Private Wealth Management Inc. | 17,849 | $730K | 0.1% | +4.6% | 0.001% | |
10/15/2024 | Foster Victor Wealth Advisors LLC | 272,917 | $10.98M | 0.8% | +5.0% | 0.013% | |
10/15/2024 | NBC Securities Inc. | 32,461 | $1.33M | 0.1% | -1.4% | 0.002% | |
10/11/2024 | Creative Planning | 211,100 | $8.63M | 0.0% | +3.9% | 0.010% | |
10/11/2024 | Sivia Capital Partners LLC | 5,103 | $209K | 0.1% | N/A | 0.000% | |
10/11/2024 | Thomasville National Bank | 475,384 | $19.43M | 1.4% | +2.5% | 0.023% | |
10/10/2024 | Douglas Lane & Associates LLC | 2,173,483 | $88.85M | 1.2% | -1.6% | 0.105% | |
10/10/2024 | Gilman Hill Asset Management LLC | 67,422 | $2.76M | 0.5% | +9.7% | 0.003% | |
10/10/2024 | Ritholtz Wealth Management | 78,540 | $3.21M | 0.1% | +2.8% | 0.004% | |
10/10/2024 | First Affirmative Financial Network | 5,707 | $233K | 0.1% | -10.3% | 0.000% | |
10/9/2024 | San Luis Wealth Advisors LLC | 15,937 | $652K | 0.1% | +111.3% | 0.001% | |
10/9/2024 | UMB Bank n.a. | 2,596 | $106K | 0.0% | -15.7% | 0.000% | |
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10/9/2024 | Bruce G. Allen Investments LLC | 6,063 | $248K | 0.2% | -14.2% | 0.000% | |
10/9/2024 | Enterprise Bank & Trust Co | 26,101 | $1.07M | 0.3% | +1.9% | 0.001% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 16,351 | $668K | 0.0% | -2.3% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 8,775 | $359K | 0.0% | +5.2% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 9,569 | $391K | 0.1% | -4.0% | 0.000% | |
10/8/2024 | CWM LLC | 163,625 | $6.69M | 0.0% | -5.8% | 0.008% | |
10/8/2024 | Daymark Wealth Partners LLC | 22,340 | $913K | 0.0% | -13.0% | 0.001% | |
10/8/2024 | Royal Fund Management LLC | 42,456 | $1.74M | 0.1% | +87.0% | 0.002% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 8,569 | $350K | 0.0% | -27.3% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 26,457 | $1.08M | 0.0% | +2.8% | 0.001% | |