5/7/2024 | Verus Capital Partners LLC | 16,803 | $1.37M | 0.2% | -6.1% | 0.006% | |
5/7/2024 | Pointe Capital Management LLC | 76,973 | $6.30M | 3.9% | +8.1% | 0.025% | |
5/7/2024 | NorthRock Partners LLC | 7,391 | $604K | 0.1% | -82.2% | 0.002% | |
5/7/2024 | GW Henssler & Associates Ltd. | 4,851 | $397K | 0.0% | +29.6% | 0.002% | |
5/7/2024 | Concurrent Investment Advisors LLC | 33,429 | $2.73M | 0.1% | +32.8% | 0.011% | |
5/7/2024 | Significant Wealth Partners LLC | 4,289 | $351K | 0.2% | N/A | 0.001% | |
|
5/7/2024 | Atomi Financial Group Inc. | 22,625 | $1.85M | 0.2% | +4.7% | 0.007% | |
5/7/2024 | Anchor Capital Advisors LLC | 232,856 | $19.04M | 0.5% | +0.8% | 0.077% | |
5/7/2024 | Montag A & Associates Inc. | 56,596 | $4.63M | 0.2% | +224.4% | 0.019% | |
5/7/2024 | Tectonic Advisors LLC | 3,965 | $324K | 0.0% | -10.6% | 0.001% | |
5/7/2024 | Smithfield Trust Co | 833,528 | $68.15M | 3.6% | +2.2% | 0.276% | |
5/7/2024 | NTV Asset Management LLC | 27,720 | $2.27M | 0.3% | -9.7% | 0.009% | |
5/7/2024 | Nvwm LLC | 22,701 | $1.86M | 0.5% | +1.9% | 0.008% | |
5/7/2024 | Benedetti & Gucer Inc. | 160,974 | $13.17M | 6.5% | +26.0% | 0.053% | |
5/7/2024 | Windward Private Wealth Management Inc. | 6,022 | $492K | 0.2% | -7.7% | 0.002% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 48,499 | $3.97M | 0.1% | -10.1% | 0.016% | |
5/7/2024 | PFG Advisors | 21,707 | $1.78M | 0.1% | -80.4% | 0.007% | |
5/7/2024 | Oppenheimer & Co. Inc. | 160,618 | $13.14M | 0.2% | +9.8% | 0.053% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 16,665 | $1.36M | 0.0% | -0.8% | 0.006% | |
5/7/2024 | Wealthspire Advisors LLC | 21,035 | $1.72M | 0.0% | -11.4% | 0.007% | |
5/7/2024 | Insight 2811 Inc. | 479,640 | $39.23M | 20.1% | +0.7% | 0.159% | |
5/7/2024 | SG Americas Securities LLC | 31,969 | $2.61M | 0.0% | +295.3% | 0.011% | |
5/7/2024 | Empowered Funds LLC | 10,173 | $830K | 0.0% | -36.9% | 0.003% | |
5/7/2024 | AIA Group Ltd | 14,500 | $1.19M | 0.0% | N/A | 0.005% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 251,895 | $20.60M | 0.1% | +42.7% | 0.083% | |
5/6/2024 | Leuthold Group LLC | 143,232 | $11.71M | 1.3% | +3.0% | 0.047% | |
5/6/2024 | Ballast Inc. | 176,280 | $14.42M | 4.6% | +2.6% | 0.058% | |
5/6/2024 | Advisory Services Network LLC | 251,135 | $20.54M | 0.5% | -10.0% | 0.083% | |
5/6/2024 | Oxbow Advisors LLC | 7,894 | $646K | 0.1% | +4.6% | 0.003% | |
5/4/2024 | SPC Financial Inc. | 6,016 | $492K | 0.0% | +6.2% | 0.002% | |
5/4/2024 | Geneos Wealth Management Inc. | 51,333 | $4.20M | 0.2% | -1.0% | 0.017% | |
5/4/2024 | Buck Wealth Strategies LLC | 2,970 | $243K | 0.1% | N/A | 0.001% | |
5/4/2024 | Csenge Advisory Group | 37,743 | $3.09M | 0.2% | +87.6% | 0.012% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 4,963 | $406K | 0.2% | -5.1% | 0.002% | |
5/3/2024 | Embree Financial Group | 6,795 | $556K | 0.1% | N/A | 0.002% | |
5/3/2024 | Avidian Wealth Solutions LLC | 4,560 | $373K | 0.0% | +5.9% | 0.002% | |
5/3/2024 | Forte Asset Management LLC | 4,000 | $327K | 0.2% | N/A | 0.001% | |
5/3/2024 | TFB Advisors LLC | 56,825 | $4.61M | 1.7% | +118.6% | 0.019% | |
5/3/2024 | Larson Financial Group LLC | 44,074 | $3.60M | 0.3% | +102.2% | 0.015% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 4,573 | $374K | 0.1% | -16.7% | 0.002% | |
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5/3/2024 | Rehmann Capital Advisory Group | 25,278 | $2.07M | 0.2% | -1.7% | 0.008% | |
5/3/2024 | Easterly Investment Partners LLC | 6,734 | $551K | 0.0% | -89.9% | 0.002% | |
5/3/2024 | Proficio Capital Partners LLC | 57,588 | $4.68M | 0.5% | -27.2% | 0.019% | |
5/3/2024 | Central Pacific Bank Trust Division | 14,968 | $1.22M | 0.2% | N/A | 0.005% | |
5/3/2024 | Smith Salley Wealth Management | 76,569 | $6.26M | 0.5% | -39.5% | 0.025% | |
5/2/2024 | Mutual Advisors LLC | 101,199 | $8.28M | 0.3% | +4.3% | 0.033% | |
5/2/2024 | Salomon & Ludwin LLC | 102,433 | $8.38M | 0.7% | +373.6% | 0.034% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 11,664 | $954K | 0.0% | -11.4% | 0.004% | |
5/2/2024 | Financial Counselors Inc. | 12,769 | $1.04M | 0.0% | -58.2% | 0.004% | |
5/2/2024 | Hudock Inc. | 47,986 | $3.92M | 0.9% | +7.5% | 0.016% | |
5/2/2024 | Centerpoint Advisors LLC | 1,429 | $117K | 0.0% | +119.5% | 0.000% | |
5/2/2024 | FinTrust Capital Advisors LLC | 28,305 | $2.32M | 0.4% | -18.9% | 0.009% | |
5/2/2024 | Haverford Trust Co | 301,171 | $24.63M | 0.3% | +11.0% | 0.099% | |
5/2/2024 | Quent Capital LLC | 354,013 | $28.95M | 3.4% | +14.2% | 0.117% | |
5/2/2024 | Whitegate Investment Counselors Inc. | 17,727 | $1.45M | 0.4% | -5.9% | 0.006% | |
5/2/2024 | Almanack Investment Partners LLC. | 13,395 | $1.10M | 0.2% | -75.6% | 0.004% | |
5/2/2024 | Goelzer Investment Management Inc. | 3,406 | $279K | 0.0% | -32.8% | 0.001% | |
5/2/2024 | Alliance Wealth Management Group | 3,973 | $325K | 0.1% | -42.5% | 0.001% | |
5/2/2024 | Choreo LLC | 20,727 | $1.70M | 0.0% | -65.2% | 0.007% | |
5/2/2024 | Family Firm Inc. | 29,940 | $2.45M | 0.6% | +10.0% | 0.010% | |
5/2/2024 | Presilium Private Wealth LLC | 41,712 | $3.41M | 0.9% | -1.4% | 0.014% | |
5/2/2024 | Seelaus Asset Management LLC | 5,222 | $427K | 0.4% | -22.7% | 0.002% | |
5/2/2024 | Greenwood Capital Associates LLC | 128,494 | $10.51M | 1.4% | +3.7% | 0.042% | |
5/2/2024 | Argent Advisors Inc. | 143,016 | $11.70M | 4.6% | +4.1% | 0.047% | |
5/2/2024 | Hanlon Investment Management Inc. | 76,437 | $6.25M | 1.9% | +219.7% | 0.025% | |
5/2/2024 | Fortem Financial Group LLC | 105,955 | $8.67M | 3.8% | +2.9% | 0.035% | |
5/1/2024 | StoneX Group Inc. | 25,994 | $2.13M | 0.2% | -4.1% | 0.009% | |
5/1/2024 | Resonant Capital Advisors LLC | 6,217 | $508K | 0.0% | -40.8% | 0.002% | |
5/1/2024 | Connecticut Wealth Management LLC | 5,679 | $464K | 0.0% | -14.9% | 0.002% | |
5/1/2024 | KFA Private Wealth Group LLC | 245,090 | $20.04M | 6.2% | +6.0% | 0.081% | |
5/1/2024 | Janney Montgomery Scott LLC | 74,836 | $6.12M | 0.0% | +3.2% | 0.025% | |
5/1/2024 | BNP Paribas Financial Markets | 124,493 | $10.18M | 0.0% | +12.6% | 0.041% | |
5/1/2024 | Blue Trust Inc. | 8,030 | $657K | 0.0% | -57.6% | 0.003% | |
5/1/2024 | Ballast Advisors LLC | 6,273 | $513K | 0.2% | -16.7% | 0.002% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 90,000 | $7.36M | 0.0% | -36.4% | 0.030% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 52,504 | $4.29M | 0.3% | -13.9% | 0.017% | |
5/1/2024 | Prosperity Consulting Group LLC | 4,211 | $344K | 0.0% | N/A | 0.001% | |
5/1/2024 | Avior Wealth Management LLC | 76,318 | $6.24M | 0.3% | -28.3% | 0.025% | |
5/1/2024 | Retirement Group LLC | 135,774 | $11.10M | 4.0% | +2.4% | 0.045% | |
5/1/2024 | Starfox Financial Services LLC | 167,363 | $13.59M | 11.5% | +9.5% | 0.055% | |
5/1/2024 | Sequoia Financial Advisors LLC | 183,184 | $14.98M | 0.2% | +323.6% | 0.060% | |
5/1/2024 | Diversify Advisory Services LLC | 15,819 | $1.29M | 0.1% | N/A | 0.005% | |
4/30/2024 | Private Advisor Group LLC | 667,542 | $54.59M | 0.4% | +75.9% | 0.220% | |
4/30/2024 | Consolidated Portfolio Review Corp | 12,157 | $994K | 0.3% | -1.6% | 0.004% | |
4/30/2024 | J.W. Cole Advisors Inc. | 26,166 | $2.14M | 0.1% | -1.3% | 0.009% | |
4/30/2024 | TFC Financial Management Inc. | 91,412 | $7.48M | 1.3% | +30.4% | 0.030% | |
4/30/2024 | North Star Investment Management Corp. | 5,114 | $418K | 0.0% | -13.4% | 0.002% | |
4/30/2024 | Norden Group LLC | 50,330 | $4.12M | 0.3% | N/A | 0.017% | |
4/30/2024 | Fortis Group Advisors LLC | 211,622 | $17.31M | 3.2% | +454.4% | 0.070% | |
4/30/2024 | Beam Wealth Advisors Inc. | 89,953 | $7.36M | 4.4% | -31.1% | 0.030% | |
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4/30/2024 | SpiderRock Advisors LLC | 3,823 | $312K | 0.0% | N/A | 0.001% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 28,941 | $2.37M | 0.4% | -3.4% | 0.010% | |
4/30/2024 | SWP Financial LLC | 4,264 | $349K | 0.2% | +3.4% | 0.001% | |
4/30/2024 | Joel Isaacson & Co. LLC | 4,334 | $354K | 0.0% | -30.3% | 0.001% | |
4/30/2024 | Arkadios Wealth Advisors | 4,081 | $334K | 0.0% | -35.5% | 0.001% | |
4/30/2024 | Camden National Bank | 92,200 | $7.54M | 1.3% | +1.8% | 0.030% | |
4/30/2024 | Perigon Wealth Management LLC | 199,259 | $16.30M | 0.5% | -6.6% | 0.066% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 17,272 | $1.41M | 0.8% | -5.3% | 0.006% | |
4/30/2024 | SkyOak Wealth LLC | 8,698 | $711K | 0.2% | -7.5% | 0.003% | |
4/30/2024 | Lakeridge Wealth Management LLC | 4,549 | $372K | 0.2% | +12.2% | 0.002% | |