4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 5,277 | $226K | 0.1% | N/A | 0.000% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 216,450 | $8.83M | 0.8% | +44.5% | 0.010% | |
4/27/2024 | BayBridge Capital Group LLC | 10,092 | $410K | 0.4% | N/A | 0.000% | |
4/26/2024 | Pinnacle Associates Ltd. | 31,474 | $1.35M | 0.0% | -4.4% | 0.002% | |
4/26/2024 | UMB Bank n.a. | 5,081 | $218K | 0.0% | -14.8% | 0.000% | |
4/26/2024 | Advisors Management Group Inc. ADV | 81,456 | $3.49M | 0.9% | -0.9% | 0.004% | |
|
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 2,365 | $101K | 0.0% | -12.1% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 1,446 | $62K | 0.0% | N/A | 0.000% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 6,910 | $296K | 0.2% | +12.4% | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 4,131 | $177K | 0.0% | -43.4% | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 16,663 | $714K | 0.0% | N/A | 0.001% | |
4/26/2024 | MONECO Advisors LLC | 12,185 | $522K | 0.1% | -2.0% | 0.001% | |
4/26/2024 | KG&L Capital Management LLC | 44,583 | $1.91M | 0.8% | -7.6% | 0.002% | |
4/26/2024 | Checchi Capital Advisers LLC | 11,508 | $493K | 0.0% | +8.9% | 0.001% | |
4/26/2024 | Latitude Advisors LLC | 5,098 | $219K | 0.1% | N/A | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 3,622 | $155K | 0.0% | +18.6% | 0.000% | |
4/25/2024 | TRUE Private Wealth Advisors | 5,341 | $229K | 0.0% | N/A | 0.000% | |
4/25/2024 | Capital Investment Advisory Services LLC | 6,920 | $297K | 0.0% | -9.5% | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 16,657 | $714K | 0.1% | +36.4% | 0.001% | |
4/25/2024 | Eudaimonia Advisors LLC | 16,499 | $707K | 0.4% | N/A | 0.001% | |
4/25/2024 | Long Run Wealth Advisors LLC | 81,006 | $3.47M | 0.9% | +3.6% | 0.004% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 149,169 | $6.40M | 0.0% | -0.8% | 0.007% | |
4/24/2024 | Verity & Verity LLC | 5,422 | $232K | 0.1% | N/A | 0.000% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 1,140 | $49K | 0.0% | N/A | 0.000% | |
4/24/2024 | Premier Path Wealth Partners LLC | 25,920 | $1.11M | 0.2% | +17.5% | 0.001% | |
4/24/2024 | Marino Stram & Associates LLC | 5,005 | $215K | 0.1% | N/A | 0.000% | |
4/24/2024 | NBT Bank N A NY | 12,078 | $518K | 0.0% | +3.7% | 0.001% | |
4/24/2024 | Essex Financial Services Inc. | 5,118 | $219K | 0.0% | N/A | 0.000% | |
4/23/2024 | Bell Bank | 175,760 | $7.54M | 0.6% | +0.2% | 0.008% | |
4/23/2024 | Canal Capital Management LLC | 14,573 | $625K | 0.1% | -2.7% | 0.001% | |
4/23/2024 | Busey Bank | 8,712 | $373K | 0.0% | -9.5% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 33,105 | $1.42M | 0.1% | +3.1% | 0.002% | |
4/23/2024 | Fifth Third Bancorp | 13,949 | $598K | 0.0% | +55.5% | 0.001% | |
4/23/2024 | Summit Trail Advisors LLC | 5,446 | $236K | 0.0% | N/A | 0.000% | |
4/23/2024 | Stablepoint Partners LLC | 104,265 | $4.47M | 0.9% | +6.5% | 0.005% | |
4/23/2024 | KLR Investment Advisors LLC | 17,263 | $701K | 0.5% | N/A | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 259,953 | $11.14M | 0.0% | -11.7% | 0.013% | |
4/23/2024 | Sutton Place Investors LLC | 13,839 | $593K | 0.3% | +10.3% | 0.001% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 41,494 | $1.78M | 0.1% | -1.3% | 0.002% | |
4/22/2024 | Greystone Financial Group LLC | 243,814 | $10.45M | 2.1% | +1,147.0% | 0.012% | |
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4/22/2024 | HF Advisory Group LLC | 8,065 | $346K | 0.2% | -5.4% | 0.000% | |
4/22/2024 | PFG Investments LLC | 14,758 | $633K | 0.0% | +71.7% | 0.001% | |
4/22/2024 | Outlook Wealth Advisors LLC | 7,422 | $318K | 0.1% | +18.6% | 0.000% | |
4/22/2024 | Raymond James & Associates | 1,187,964 | $50.93M | 0.0% | +5.6% | 0.057% | |
4/19/2024 | Everett Harris & Co. CA | 7,396 | $317K | 0.0% | -23.5% | 0.000% | |
4/19/2024 | Teamwork Financial Advisors LLC | 5,554 | $238K | 0.0% | -7.4% | 0.000% | |
4/19/2024 | Powers Advisory Group LLC | 4,850 | $208K | 0.1% | -18.2% | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 25,128 | $1.08M | 0.1% | +4.5% | 0.001% | |
4/19/2024 | Kovack Advisors Inc. | 5,312 | $228K | 0.0% | -6.9% | 0.000% | |
4/19/2024 | Abundance Wealth Counselors | 19,816 | $850K | 0.2% | +7.3% | 0.001% | |
4/19/2024 | JTC Employer Solutions Trustee Ltd | 21,141,012 | $909.06M | 57.6% | +71.3% | 1.020% | |
4/19/2024 | Caldwell Sutter Capital Inc. | 5,354 | $230K | 0.1% | -14.9% | 0.000% | |
4/19/2024 | Sivia Capital Partners LLC | 5,110 | $219K | 0.1% | N/A | 0.000% | |
4/18/2024 | SeaCrest Wealth Management LLC | 4,918 | $211K | 0.0% | -25.4% | 0.000% | |
4/18/2024 | Naviter Wealth LLC | 43,919 | $1.90M | 0.3% | -1.9% | 0.002% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 4,455 | $191K | 0.0% | +96.3% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 13,546 | $581K | 0.0% | +43.8% | 0.001% | |
4/18/2024 | Park Place Capital Corp | 4,554 | $195K | 0.1% | -35.3% | 0.000% | |
4/18/2024 | O ROURKE & COMPANY Inc | 20,146 | $864K | 0.5% | -12.6% | 0.001% | |
4/18/2024 | Diversified Trust Co | 20,478 | $878K | 0.0% | N/A | 0.001% | |
4/18/2024 | Mirador Capital Partners LP | 14,733 | $632K | 0.1% | +5.2% | 0.001% | |
4/18/2024 | Chapin Davis Inc. | 14,231 | $610K | 0.2% | +2.2% | 0.001% | |
4/18/2024 | Roberts Wealth Advisors LLC | 82,353 | $3.34M | 1.2% | +2.4% | 0.004% | |
4/18/2024 | Barry Investment Advisors LLC | 18,054 | $774K | 0.3% | -12.6% | 0.001% | |
4/17/2024 | Founders Financial Securities LLC | 17,218 | $738K | 0.1% | N/A | 0.001% | |
4/17/2024 | Foguth Wealth Management LLC. | 13,232 | $567K | 0.3% | N/A | 0.001% | |
4/17/2024 | Romano Brothers AND Company | 5,032 | $216K | 0.0% | N/A | 0.000% | |
4/16/2024 | Opinicus Capital Inc. | 11,024 | $473K | 0.4% | -2.3% | 0.001% | |
4/16/2024 | Independence Bank of Kentucky | 6,031 | $259K | 0.1% | -41.5% | 0.000% | |
4/16/2024 | Calton & Associates Inc. | 8,468 | $363K | 0.2% | -3.1% | 0.000% | |
4/16/2024 | Register Financial Advisors LLC | 732 | $31K | 0.0% | N/A | 0.000% | |
4/16/2024 | Hennessy Advisors Inc. | 131,660 | $5.64M | 0.2% | -3.0% | 0.006% | |
4/16/2024 | Thrive Wealth Management LLC | 11,642 | $499K | 0.1% | +23.3% | 0.001% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 157,266 | $6.74M | 0.0% | +2.7% | 0.008% | |
4/16/2024 | Cardinal Capital Management | 54,174 | $2.34M | 0.4% | +8.7% | 0.003% | |
4/15/2024 | Signet Financial Management LLC | 11,162 | $479K | 0.1% | +4.6% | 0.001% | |
4/15/2024 | DGS Capital Management LLC | 30,691 | $1.32M | 0.4% | +1.5% | 0.001% | |
4/15/2024 | Brookstone Capital Management | 26,650 | $1.14M | 0.0% | -3.7% | 0.001% | |
4/12/2024 | Gilman Hill Asset Management LLC | 57,452 | $2.46M | 0.4% | +5.2% | 0.003% | |
4/12/2024 | Jacobs & Co. CA | 145,720 | $6.25M | 0.7% | -2.9% | 0.007% | |
4/12/2024 | Cohen Klingenstein LLC | 118,340 | $5.07M | 0.2% | -4.5% | 0.006% | |
4/12/2024 | Ignite Planners LLC | 16,968 | $720K | 0.2% | -32.4% | 0.001% | |
4/12/2024 | Range Financial Group LLC | 11,019 | $472K | 0.2% | +11.3% | 0.001% | |
4/12/2024 | AdvisorNet Financial Inc | 21,053 | $903K | 0.1% | +1.6% | 0.001% | |
4/12/2024 | First PREMIER Bank | 5,225 | $224K | 0.1% | -6.7% | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 15,081 | $647K | 0.0% | -19.6% | 0.001% | |
4/11/2024 | Royal Fund Management LLC | 24,831 | $1.07M | 0.1% | +1.8% | 0.001% | |
4/11/2024 | Roble Belko & Company Inc | 2,845 | $122K | 0.0% | +315.3% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 5,208 | $221K | 0.0% | -97.3% | 0.000% | |
4/11/2024 | Douglas Lane & Associates LLC | 2,220,551 | $95.20M | 1.3% | -0.7% | 0.107% | |
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4/11/2024 | &PARTNERS | 6,799 | $299K | 0.0% | N/A | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 13,360 | $573K | 0.1% | +4.4% | 0.001% | |
4/10/2024 | Park Avenue Securities LLC | 65,751 | $2.82M | 0.0% | +8.4% | 0.003% | |
4/10/2024 | SOA Wealth Advisors LLC. | 1,642 | $70K | 0.0% | -27.8% | 0.000% | |
4/10/2024 | Enterprise Bank & Trust Co | 24,784 | $1.06M | 0.4% | -1.9% | 0.001% | |
4/10/2024 | Bruce G. Allen Investments LLC | 7,748 | $332K | 0.3% | +6.4% | 0.000% | |
4/10/2024 | Keystone Financial Planning Inc. | 38,378 | $1.65M | 0.5% | -17.0% | 0.002% | |
4/10/2024 | Thomasville National Bank | 453,795 | $19.45M | 1.6% | +5.3% | 0.022% | |
4/10/2024 | Signal Advisors Wealth LLC | 13,922 | $597K | 0.1% | -3.6% | 0.001% | |
4/10/2024 | Green Alpha Advisors LLC | 25,495 | $1.09M | 0.8% | +43.4% | 0.001% | |