5/8/2024 | Sheets Smith Wealth Management | 7,418 | $914K | 0.1% | -6.2% | 0.005% | |
5/8/2024 | Bleakley Financial Group LLC | 4,791 | $590K | 0.0% | -22.9% | 0.003% | |
5/8/2024 | Avantax Advisory Services Inc. | 116,199 | $14.31M | 0.1% | +5.6% | 0.077% | |
5/8/2024 | US Bancorp DE | 1,309,730 | $161.33M | 0.2% | -3.8% | 0.863% | |
5/8/2024 | QRG Capital Management Inc. | 8,505 | $1.05M | 0.0% | +212.7% | 0.006% | |
5/8/2024 | Headlands Technologies LLC | 384 | $47K | 0.0% | +884.6% | 0.000% | |
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5/8/2024 | Verus Financial Partners Inc. | 74,791 | $9.21M | 1.1% | -4.2% | 0.049% | |
5/8/2024 | Semus Wealth Partners LLC | 2,674 | $329K | 0.3% | -4.1% | 0.002% | |
5/8/2024 | Thoroughbred Financial Services LLC | 21,860 | $2.69M | 0.3% | -24.7% | 0.014% | |
5/7/2024 | NorthRock Partners LLC | 3,790 | $467K | 0.0% | -8.7% | 0.002% | |
5/7/2024 | Choate Investment Advisors | 6,070 | $748K | 0.0% | +29.1% | 0.004% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 69,256 | $8.53M | 1.7% | -0.4% | 0.046% | |
5/7/2024 | GW Henssler & Associates Ltd. | 84,786 | $10.44M | 0.6% | +16.9% | 0.056% | |
5/7/2024 | Chilton Capital Management LLC | 715 | $88K | 0.0% | -34.4% | 0.000% | |
5/7/2024 | Concurrent Investment Advisors LLC | 4,179 | $515K | 0.0% | +10.3% | 0.003% | |
5/7/2024 | Atomi Financial Group Inc. | 3,381 | $416K | 0.0% | -13.2% | 0.002% | |
5/7/2024 | Montag A & Associates Inc. | 3,047 | $375K | 0.0% | +35.6% | 0.002% | |
5/7/2024 | TCI Wealth Advisors Inc. | 10,570 | $1.30M | 0.1% | -5.3% | 0.007% | |
5/7/2024 | WealthPLAN Partners LLC | 6,492 | $800K | 0.1% | +2.5% | 0.004% | |
5/7/2024 | KCM Investment Advisors LLC | 52,365 | $6.45M | 0.2% | -0.9% | 0.035% | |
5/7/2024 | Smithfield Trust Co | 49,983 | $6.15M | 0.3% | -1.6% | 0.033% | |
5/7/2024 | NTV Asset Management LLC | 115,113 | $14.18M | 2.2% | -0.7% | 0.076% | |
5/7/2024 | Highland Capital Management LLC | 49,327 | $6.08M | 0.3% | -1.4% | 0.033% | |
5/7/2024 | PFG Advisors | 9,366 | $1.15M | 0.1% | -11.8% | 0.006% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,719 | $335K | 0.0% | -24.4% | 0.002% | |
5/7/2024 | Wealthspire Advisors LLC | 66,661 | $8.21M | 0.1% | -2.9% | 0.044% | |
5/7/2024 | Insight Advisors LLC PA | 2,056 | $253K | 0.0% | -4.1% | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 40,431 | $4.98M | 0.0% | +88.5% | 0.027% | |
5/6/2024 | OLD Second National Bank of Aurora | 900 | $111K | 0.0% | -83.3% | 0.001% | |
5/6/2024 | MGB Wealth Management LLC | 4,815 | $593K | 0.2% | +12.1% | 0.003% | |
5/6/2024 | Kades & Cheifetz LLC | 6,464 | $796K | 0.5% | +3.0% | 0.004% | |
5/6/2024 | Advisory Services Network LLC | 67,416 | $8.30M | 0.2% | -0.5% | 0.044% | |
5/6/2024 | Manchester Capital Management LLC | 14,985 | $1.85M | 0.2% | +17,529.4% | 0.010% | |
5/4/2024 | Howland Capital Management LLC | 22,727 | $2.80M | 0.1% | -2.1% | 0.015% | |
5/4/2024 | SPC Financial Inc. | 44,394 | $5.47M | 0.5% | +0.2% | 0.029% | |
5/4/2024 | Geneos Wealth Management Inc. | 28,602 | $3.52M | 0.2% | -5.4% | 0.019% | |
5/4/2024 | 9258 Wealth Management LLC | 1,811 | $223K | 0.0% | -7.6% | 0.001% | |
5/4/2024 | Gould Asset Management LLC CA | 7,493 | $923K | 0.2% | -4.3% | 0.005% | |
5/4/2024 | Paulson Wealth Management Inc. | 8,524 | $1.05M | 0.3% | -7.6% | 0.006% | |
5/4/2024 | Csenge Advisory Group | 20,241 | $2.49M | 0.1% | +1.4% | 0.013% | |
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5/4/2024 | Joseph P. Lucia & Associates LLC | 36,603 | $4.51M | 2.4% | -4.6% | 0.024% | |
5/3/2024 | Integris Wealth Management LLC | 4,171 | $514K | 0.1% | -4.8% | 0.003% | |
5/3/2024 | Embree Financial Group | 10,301 | $1.27M | 0.2% | -6.4% | 0.007% | |
5/3/2024 | Carson Advisory Inc. | 1,679 | $207K | 0.1% | N/A | 0.001% | |
5/3/2024 | TFB Advisors LLC | 3,427 | $411K | 0.1% | +52.0% | 0.002% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 94,090 | $11.59M | 3.2% | +4.4% | 0.062% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 1,790 | $220K | 0.0% | -4.5% | 0.001% | |
5/3/2024 | Etfidea LLC | 3,576 | $440K | 0.1% | -15.9% | 0.002% | |
5/3/2024 | Commerce Bank | 286,354 | $35.27M | 0.2% | -2.2% | 0.188% | |
5/3/2024 | United Community Bank | 5,672 | $699K | 0.3% | -7.8% | 0.004% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 9,162 | $1.13M | 0.0% | -2.7% | 0.006% | |
5/3/2024 | Whittier Trust Co. | 11,034 | $1.36M | 0.0% | -18.6% | 0.007% | |
5/3/2024 | Integrity Financial Corp WA | 1,150 | $142K | 0.1% | +9.5% | 0.001% | |
5/2/2024 | Mutual Advisors LLC | 66,419 | $8.18M | 0.3% | +8.4% | 0.044% | |
5/2/2024 | Salomon & Ludwin LLC | 3,147 | $388K | 0.0% | -5.0% | 0.002% | |
5/2/2024 | Financial Counselors Inc. | 19,348 | $2.38M | 0.0% | +10.5% | 0.013% | |
5/2/2024 | Peregrine Asset Advisers Inc. | 16,351 | $2.01M | 0.8% | -0.9% | 0.011% | |
5/2/2024 | Centerpoint Advisors LLC | 590 | $73K | 0.0% | +247.1% | 0.000% | |
5/2/2024 | FinTrust Capital Advisors LLC | 4,043 | $498K | 0.1% | -22.5% | 0.003% | |
5/2/2024 | Haverford Trust Co | 23,741 | $2.92M | 0.0% | +2.9% | 0.016% | |
5/2/2024 | Pittenger & Anderson Inc. | 983 | $121K | 0.0% | +51.2% | 0.001% | |
5/2/2024 | Fidelis Capital Partners LLC | 12,620 | $1.56M | 0.3% | +15.9% | 0.008% | |
5/2/2024 | Choreo LLC | 9,097 | $1.12M | 0.0% | -24.2% | 0.006% | |
5/2/2024 | CNB Bank | 1,102 | $136K | 0.1% | -53.1% | 0.001% | |
5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 1,721 | $212K | 0.1% | N/A | 0.001% | |
5/2/2024 | Hunter Associates Investment Management LLC | 4,910 | $604K | 0.1% | -4.8% | 0.003% | |
5/2/2024 | Palisade Asset Management LLC | 3,221 | $397K | 0.0% | +18.4% | 0.002% | |
5/2/2024 | Argent Advisors Inc. | 29,600 | $3.65M | 1.4% | +28.2% | 0.019% | |
5/1/2024 | Smith Shellnut Wilson LLC ADV | 24,431 | $3.01M | 1.6% | -2.0% | 0.016% | |
5/1/2024 | Janney Montgomery Scott LLC | 225,892 | $27.83M | 0.1% | -18.3% | 0.149% | |
5/1/2024 | BNP Paribas Financial Markets | 50,208 | $6.19M | 0.0% | +607.0% | 0.033% | |
5/1/2024 | VAUGHAN & Co SECURITIES INC. | 9,348 | $1.15M | 0.7% | -1.8% | 0.006% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 16,300 | $2.01M | 0.0% | -14.2% | 0.011% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 18,405 | $2.27M | 0.1% | -9.4% | 0.012% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 12,227 | $1.51M | 0.1% | -4.1% | 0.008% | |
5/1/2024 | Mission Wealth Management LP | 20,714 | $2.55M | 0.1% | -0.7% | 0.014% | |
5/1/2024 | Wambolt & Associates LLC | 6,978 | $853K | 0.3% | -26.0% | 0.005% | |
5/1/2024 | Worth Financial Advisory Group LLC | 1,708 | $210K | 0.1% | N/A | 0.001% | |
5/1/2024 | Sequoia Financial Advisors LLC | 44,474 | $5.48M | 0.1% | +2.4% | 0.029% | |
4/30/2024 | Private Advisor Group LLC | 190,778 | $23.50M | 0.2% | -0.7% | 0.125% | |
4/30/2024 | J.W. Cole Advisors Inc. | 35,242 | $4.34M | 0.2% | +14.1% | 0.023% | |
4/30/2024 | Vantage Investment Partners LLC | 4,059 | $500K | 0.0% | -11.2% | 0.003% | |
4/30/2024 | Hartline Investment Corp | 18,077 | $2.23M | 0.4% | N/A | 0.012% | |
4/30/2024 | North Star Investment Management Corp. | 87,346 | $10.76M | 0.8% | +2.5% | 0.057% | |
4/30/2024 | Fairman Group LLC | 370 | $46K | 0.0% | -26.1% | 0.000% | |
4/30/2024 | Fortis Group Advisors LLC | 5,443 | $671K | 0.1% | -6.3% | 0.004% | |
4/30/2024 | HB Wealth Management LLC | 55,959 | $6.89M | 0.1% | -2.5% | 0.037% | |
4/30/2024 | SpiderRock Advisors LLC | 5,215 | $623K | 0.0% | N/A | 0.003% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 2,342 | $288K | 0.2% | N/A | 0.002% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 1,268 | $156K | 0.0% | +32.4% | 0.001% | |
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4/30/2024 | Joel Isaacson & Co. LLC | 22,822 | $2.81M | 0.2% | -2.8% | 0.015% | |
4/30/2024 | Arkadios Wealth Advisors | 6,596 | $813K | 0.1% | -9.5% | 0.004% | |
4/30/2024 | Camden National Bank | 4,505 | $555K | 0.1% | -4.9% | 0.003% | |
4/30/2024 | Caprock Group LLC | 3,325 | $410K | 0.0% | +10.8% | 0.002% | |
4/30/2024 | Perigon Wealth Management LLC | 6,824 | $840K | 0.0% | +5.6% | 0.004% | |
4/30/2024 | Navis Wealth Advisors LLC | 3,090 | $381K | 0.5% | +15.7% | 0.002% | |
4/30/2024 | SkyOak Wealth LLC | 3,951 | $487K | 0.1% | +5.2% | 0.003% | |
4/30/2024 | Lakeridge Wealth Management LLC | 6,759 | $833K | 0.5% | -33.1% | 0.004% | |
4/30/2024 | Investment Advisory Group LLC | 15,020 | $1.85M | 0.8% | -0.8% | 0.010% | |
4/30/2024 | Unionview LLC | 11,084 | $1.37M | 1.1% | -9.7% | 0.007% | |