5/4/2024 | Geneos Wealth Management Inc. | 1,710 | $115K | 0.0% | +119.2% | 0.001% | |
5/3/2024 | Integris Wealth Management LLC | 227,608 | $15.33M | 4.2% | -1.5% | 0.078% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 126,744 | $8.54M | 2.4% | +1.8% | 0.044% | |
5/3/2024 | Etfidea LLC | 7,417 | $499K | 0.2% | -2.7% | 0.003% | |
5/3/2024 | Pictet North America Advisors SA | 116,966 | $7.88M | 0.9% | +49.6% | 0.040% | |
5/3/2024 | Absolute Capital Management LLC | 14,201 | $956K | 0.6% | -1.5% | 0.005% | |
|
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 992 | $67K | 0.0% | -23.8% | 0.000% | |
5/3/2024 | Patron Partners LLC | 5,484 | $369K | 0.2% | -10.9% | 0.002% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 40,298 | $2.71M | 0.1% | -5.4% | 0.014% | |
5/2/2024 | Hudock Inc. | 3,151 | $212K | 0.0% | -16.7% | 0.001% | |
5/2/2024 | Haverford Trust Co | 784,639 | $52.84M | 0.6% | +6.4% | 0.270% | |
5/2/2024 | GSB Wealth Management LLC | 40,379 | $2.72M | 0.8% | -3.2% | 0.014% | |
5/2/2024 | Lincoln National Corp | 1,251,698 | $84.29M | 1.3% | +0.5% | 0.431% | |
5/2/2024 | Family Firm Inc. | 11,561 | $779K | 0.2% | -4.3% | 0.004% | |
5/2/2024 | Presilium Private Wealth LLC | 488,627 | $32.90M | 8.7% | +6.0% | 0.168% | |
5/2/2024 | Crown Wealth Group LLC | 3,439 | $232K | 0.1% | N/A | 0.001% | |
5/1/2024 | Tanager Wealth Management LLP | 321,844 | $21.67M | 3.5% | +10.9% | 0.111% | |
5/1/2024 | Janney Capital Management LLC | 5,634 | $379K | 0.0% | +5.6% | 0.002% | |
5/1/2024 | Janney Montgomery Scott LLC | 264,216 | $17.79M | 0.1% | +1.0% | 0.091% | |
5/1/2024 | BNP Paribas Financial Markets | 227,844 | $15.34M | 0.0% | +22.2% | 0.078% | |
5/1/2024 | Blue Trust Inc. | 5,357,886 | $360.80M | 5.1% | +5.1% | 1.844% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 489,598 | $32.97M | 0.1% | -7.6% | 0.169% | |
5/1/2024 | Mission Wealth Management LP | 6,124 | $412K | 0.0% | N/A | 0.002% | |
5/1/2024 | Sequoia Financial Advisors LLC | 5,431 | $366K | 0.0% | +10.1% | 0.002% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 13,082 | $881K | 0.2% | +43.4% | 0.005% | |
4/30/2024 | Private Advisor Group LLC | 16,291 | $1.10M | 0.0% | -13.9% | 0.006% | |
4/30/2024 | Consolidated Portfolio Review Corp | 10,501 | $707K | 0.2% | -19.6% | 0.004% | |
4/30/2024 | HB Wealth Management LLC | 3,221 | $217K | 0.0% | -39.1% | 0.001% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 1,991 | $134K | 0.0% | -24.5% | 0.001% | |
4/30/2024 | Caprock Group LLC | 8,414 | $567K | 0.0% | +2.3% | 0.003% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 223,702 | $15.06M | 0.0% | +680.9% | 0.077% | |
4/29/2024 | Commonwealth Equity Services LLC | 434,932 | $29.29M | 0.0% | -0.7% | 0.150% | |
4/29/2024 | Sierra Capital LLC | 186,751 | $12.58M | 1.6% | -6.5% | 0.064% | |
4/29/2024 | Kensington Asset Management LLC | 120,411 | $8.11M | 0.4% | +96.6% | 0.041% | |
4/29/2024 | Harbor Advisory Corp MA | 172,248 | $11.60M | 3.9% | -0.6% | 0.059% | |
4/27/2024 | Millburn Ridgefield Corp | 99,023 | $6.67M | 0.2% | +6.2% | 0.034% | |
4/26/2024 | Pinnacle Associates Ltd. | 27,787 | $1.87M | 0.0% | -6.3% | 0.010% | |
4/26/2024 | Verdence Capital Advisors LLC | 4,218 | $284K | 0.0% | +26.2% | 0.001% | |
4/26/2024 | Bogart Wealth LLC | 574 | $39K | 0.0% | -67.0% | 0.000% | |
4/25/2024 | One Day In July LLC | 11,949 | $805K | 0.1% | -7.1% | 0.004% | |
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4/25/2024 | Osborne Partners Capital Management LLC | 489,636 | $32.97M | 2.0% | +0.4% | 0.169% | |
4/25/2024 | GFS Advisors LLC | 149,101 | $10.04M | 1.7% | +0.9% | 0.051% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 33,974 | $2.29M | 0.0% | +7.8% | 0.012% | |
4/24/2024 | Private Trust Co. NA | 14,438 | $972K | 0.1% | +13.2% | 0.005% | |
4/24/2024 | 1900 Wealth Management LLC | 114,378 | $7.70M | 0.7% | +0.6% | 0.039% | |
4/24/2024 | Essex Financial Services Inc. | 10,016 | $674K | 0.1% | -26.2% | 0.003% | |
4/23/2024 | Charter Oak Capital Management LLC | 48,187 | $3.25M | 0.3% | -4.2% | 0.017% | |
4/23/2024 | Addis & Hill Inc | 54,908 | $3.69M | 3.1% | -0.3% | 0.019% | |
4/23/2024 | Global Retirement Partners LLC | 2,520 | $170K | 0.0% | +8.7% | 0.001% | |
4/23/2024 | Sage Mountain Advisors LLC | 8,388 | $565K | 0.1% | +539.3% | 0.003% | |
4/23/2024 | Spectrum Asset Management Inc. NB CA | 58,127 | $3.91M | 1.7% | N/A | 0.020% | |
4/23/2024 | Fifth Third Bancorp | 6,635 | $447K | 0.0% | +4.2% | 0.002% | |
4/23/2024 | Warner Financial Inc. | 3,093 | $208K | 0.1% | N/A | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 86,230 | $5.81M | 0.0% | +17.4% | 0.030% | |
4/22/2024 | PFG Investments LLC | 10,363 | $698K | 0.0% | N/A | 0.004% | |
4/22/2024 | Raymond James & Associates | 216,392 | $14.57M | 0.0% | +8.8% | 0.074% | |
4/22/2024 | EFG Asset Management Americas Corp. | 10,852 | $731K | 0.2% | -80.0% | 0.004% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 10,624 | $715K | 0.0% | -13.6% | 0.004% | |
4/19/2024 | GenTrust LLC | 1,042,044 | $70.17M | 4.3% | -3.1% | 0.359% | |
4/19/2024 | Willis Johnson & Associates Inc. | 1,354,626 | $91.22M | 7.9% | +9.0% | 0.466% | |
4/19/2024 | WealthBridge Investment Counsel Inc. | 115,105 | $7.75M | 2.9% | -1.5% | 0.040% | |
4/19/2024 | Kovack Advisors Inc. | 3,057 | $206K | 0.0% | -75.4% | 0.001% | |
4/19/2024 | Lake Street Private Wealth LLC | 73,542 | $4.95M | 0.7% | +6.3% | 0.025% | |
4/19/2024 | JTC Employer Solutions Trustee Ltd | 5,556 | $375K | 0.0% | -19.5% | 0.002% | |
4/18/2024 | Dixon Mitchell Investment Counsel Inc. | 2,800 | $189K | 0.0% | N/A | 0.001% | |
4/18/2024 | Quattro Financial Advisors LLC | 16,139 | $1.09M | 0.3% | +25,117.2% | 0.006% | |
4/18/2024 | Woodmont Investment Counsel LLC | 1,275 | $86K | 0.0% | N/A | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 223,702 | $15.06M | 0.0% | +680.9% | 0.077% | |
4/18/2024 | Hexagon Capital Partners LLC | 9,929 | $669K | 0.1% | -23.1% | 0.003% | |
4/18/2024 | MGO Private Wealth LLC | 104,275 | $7.02M | 4.4% | -8.5% | 0.036% | |
4/18/2024 | MorganRosel Wealth Management LLC | 83,372 | $5.61M | 2.0% | -2.6% | 0.029% | |
4/18/2024 | Francis Financial Inc. | 3,026 | $204K | 0.1% | N/A | 0.001% | |
4/18/2024 | Advisory Services & Investments LLC | 2,990 | $201K | 0.1% | N/A | 0.001% | |
4/17/2024 | Fiduciary Alliance LLC | 8,294 | $558K | 0.1% | -13.6% | 0.003% | |
4/17/2024 | River Street Advisors LLC | 54,169 | $3.65M | 2.5% | +4.5% | 0.019% | |
4/17/2024 | Romano Brothers AND Company | 7,955 | $536K | 0.1% | +6.7% | 0.003% | |
4/16/2024 | Independence Bank of Kentucky | 720 | $48K | 0.0% | +1,957.1% | 0.000% | |
4/16/2024 | Harbour Capital Advisors LLC | 3,155 | $210K | 0.1% | N/A | 0.001% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 14,460 | $974K | 0.4% | +20.6% | 0.005% | |
4/16/2024 | Courier Capital LLC | 217,519 | $14.65M | 1.1% | -2.3% | 0.075% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 104,172 | $7.02M | 0.0% | +6.7% | 0.036% | |
4/15/2024 | Graybill Wealth Management LTD. | 97,203 | $6.55M | 2.8% | +1.3% | 0.033% | |
4/15/2024 | Aspiriant LLC | 3,021 | $203K | 0.0% | N/A | 0.001% | |
4/15/2024 | Atlas Capital Advisors LLC | 224,300 | $15.10M | 2.4% | +6.6% | 0.073% | |
4/15/2024 | Cooksen Wealth LLC | 56,668 | $3.82M | 4.0% | +1.7% | 0.019% | |
4/13/2024 | Evanson Asset Management LLC | 32,603 | $2.20M | 0.2% | +4.6% | 0.011% | |
4/12/2024 | Mechanics Bank Trust Department | 11,972 | $806K | 0.1% | -8.9% | 0.004% | |
4/12/2024 | Global Assets Advisory LLC | 10,688 | $720K | 0.0% | N/A | 0.003% | |
4/12/2024 | Anderson Hoagland & Co. | 187,968 | $12.44M | 1.4% | +3.1% | 0.061% | |
4/11/2024 | Ballentine Partners LLC | 592,168 | $39.88M | 0.8% | -2.1% | 0.194% | |
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4/11/2024 | Salem Investment Counselors Inc. | 4,835 | $326K | 0.0% | +7.4% | 0.002% | |
4/11/2024 | International Assets Investment Management LLC | 6,405 | $431K | 0.0% | +2.6% | 0.002% | |
4/11/2024 | Executive Wealth Group LLC | 373,496 | $24.43M | 5.1% | +200.0% | 0.122% | |
4/11/2024 | Rye Brook Capital LLC | 267,200 | $17.99M | 10.5% | -0.7% | 0.087% | |
4/11/2024 | Moller Wealth Partners | 113,482 | $7.64M | 2.1% | -1.0% | 0.037% | |
4/11/2024 | Liberty Capital Management Inc. | 21,986 | $1.48M | 0.4% | -2.7% | 0.007% | |
4/11/2024 | RFG Advisory LLC | 5,463 | $368K | 0.0% | N/A | 0.002% | |
4/11/2024 | BTC Capital Management Inc. | 38,294 | $2.58M | 0.2% | N/A | 0.013% | |
4/10/2024 | Apella Capital LLC | 6,325 | $424K | 0.0% | -2.6% | 0.002% | |
4/9/2024 | Great Waters Wealth Management | 12,728 | $857K | 0.1% | -19.3% | 0.004% | |