5/11/2024 | Jacobi Capital Management LLC | 46,401 | $1.83M | 0.2% | +158.4% | 0.031% | |
5/10/2024 | Osaic Holdings Inc. | 319,997 | $12.65M | 0.0% | -24.2% | 0.214% | |
5/10/2024 | TIAA Trust National Association | 14,974 | $592K | 0.0% | -4.9% | 0.010% | |
5/10/2024 | Cornerstone Advisors LLC | 183,200 | $7.24M | 0.3% | N/A | 0.123% | |
5/10/2024 | Pinkerton Retirement Specialists LLC | 44,839 | $1.77M | 0.3% | +13.7% | 0.030% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 13,617 | $538K | 0.2% | +142.0% | 0.009% | |
|
5/10/2024 | 1ST Source Bank | 89,107 | $3.52M | 0.2% | -1.0% | 0.060% | |
5/10/2024 | Nwam LLC | 7,366 | $276K | 0.0% | N/A | 0.005% | |
5/10/2024 | Banco BTG Pactual S.A. | 160,988 | $6.36M | 1.1% | +94.9% | 0.108% | |
5/9/2024 | Private Portfolio Partners LLC | 10,429 | $412K | 0.1% | -10.4% | 0.007% | |
5/9/2024 | Orion Portfolio Solutions LLC | 85,787 | $3.39M | 0.0% | +1.2% | 0.057% | |
5/9/2024 | Kingsview Wealth Management LLC | 314,079 | $12.42M | 0.3% | -45.4% | 0.210% | |
5/9/2024 | MB Generational Wealth LLC | 1,586 | $63K | 0.1% | -79.4% | 0.001% | |
5/8/2024 | Private Wealth Advisors LLC | 97,233 | $3.84M | 1.6% | -4.7% | 0.065% | |
5/8/2024 | Sheets Smith Wealth Management | 19,571 | $774K | 0.1% | +7.0% | 0.013% | |
5/8/2024 | Bleakley Financial Group LLC | 26,652 | $1.05M | 0.0% | +2.7% | 0.018% | |
5/8/2024 | Winthrop Capital Management LLC | 25,725 | $1.02M | 0.5% | -1.7% | 0.017% | |
5/8/2024 | Avantax Advisory Services Inc. | 136,718 | $5.40M | 0.0% | -2.2% | 0.091% | |
5/8/2024 | US Bancorp DE | 32,448 | $1.28M | 0.0% | -1.9% | 0.022% | |
5/8/2024 | Headlands Technologies LLC | 9,637 | $381K | 0.1% | N/A | 0.006% | |
5/8/2024 | Legacy Capital Group California Inc. | 48,890 | $1.93M | 0.7% | N/A | 0.033% | |
5/7/2024 | Meeder Advisory Services Inc. | 17,230 | $681K | 0.1% | +1.8% | 0.012% | |
5/7/2024 | Abbrea Capital LLC | 14,571 | $576K | 0.1% | +5.3% | 0.010% | |
5/7/2024 | Concurrent Investment Advisors LLC | 13,298 | $526K | 0.0% | -14.5% | 0.009% | |
5/7/2024 | Atomi Financial Group Inc. | 10,268 | $406K | 0.0% | -23.6% | 0.007% | |
5/7/2024 | Montag A & Associates Inc. | 68,518 | $2.71M | 0.1% | +0.7% | 0.046% | |
5/7/2024 | KCM Investment Advisors LLC | 95,485 | $3.78M | 0.1% | +16.1% | 0.064% | |
5/7/2024 | Nelson Capital Management LLC | 96,280 | $3.81M | 0.7% | +18.1% | 0.064% | |
5/7/2024 | Prospera Private Wealth LLC | 6,076 | $240K | 0.2% | N/A | 0.004% | |
5/7/2024 | Wealthspire Advisors LLC | 101,495 | $4.01M | 0.1% | -17.7% | 0.068% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 9,936 | $393K | 0.2% | +9.9% | 0.007% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 14,782 | $584K | 0.0% | +6.4% | 0.010% | |
5/6/2024 | Advisory Alpha LLC | 800,258 | $31.63M | 1.3% | +318.3% | 0.535% | |
5/4/2024 | Geneos Wealth Management Inc. | 55,408 | $2.19M | 0.1% | -4.7% | 0.037% | |
5/3/2024 | Larson Financial Group LLC | 4,398 | $174K | 0.0% | +6.6% | 0.003% | |
5/3/2024 | Callan Capital LLC | 35,085 | $1.39M | 0.1% | -2.0% | 0.023% | |
5/2/2024 | Mutual Advisors LLC | 41,736 | $1.65M | 0.1% | -17.3% | 0.028% | |
5/2/2024 | New England Capital Financial Advisors LLC | 88,118 | $3.48M | 2.0% | +17.2% | 0.059% | |
5/2/2024 | Hudock Inc. | 287,772 | $11.38M | 2.5% | N/A | 0.192% | |
5/2/2024 | Graypoint LLC | 161,694 | $6.39M | 0.5% | +22.1% | 0.108% | |
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5/2/2024 | Hardy Reed LLC | 10,009 | $396K | 0.0% | +3.1% | 0.007% | |
5/2/2024 | Almanack Investment Partners LLC. | 7,521 | $297K | 0.1% | -4.9% | 0.005% | |
5/2/2024 | Choreo LLC | 135,817 | $5.37M | 0.1% | -32.9% | 0.091% | |
5/2/2024 | Comprehensive Wealth Management LLC | 12,609 | $498K | 0.4% | +8.2% | 0.008% | |
5/2/2024 | ESG Planning DBA Harper Investing | 19,433 | $768K | 0.9% | N/A | 0.013% | |
5/2/2024 | LDR Capital Management LLC | 84,403 | $3.34M | 2.2% | -36.9% | 0.056% | |
5/1/2024 | Janney Capital Management LLC | 431,080 | $17.04M | 1.1% | -2.5% | 0.288% | |
5/1/2024 | Janney Montgomery Scott LLC | 71,471 | $2.83M | 0.0% | -3.2% | 0.048% | |
5/1/2024 | TKG Advisors LLC | 84,708 | $3.35M | 1.9% | N/A | 0.057% | |
5/1/2024 | Ballast Advisors LLC | 30,206 | $1.19M | 0.4% | +10.9% | 0.020% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 42,835 | $1.69M | 0.0% | -70.8% | 0.028% | |
5/1/2024 | Avior Wealth Management LLC | 171,824 | $6.79M | 0.3% | -31.0% | 0.112% | |
5/1/2024 | Wambolt & Associates LLC | 8,607 | $334K | 0.1% | +22.3% | 0.006% | |
5/1/2024 | Sequoia Financial Advisors LLC | 23,643 | $935K | 0.0% | -5.9% | 0.015% | |
5/1/2024 | Diversify Advisory Services LLC | 16,678 | $648K | 0.0% | N/A | 0.011% | |
4/30/2024 | Private Advisor Group LLC | 110,375 | $4.36M | 0.0% | -26.6% | 0.072% | |
4/30/2024 | J.W. Cole Advisors Inc. | 18,367 | $713K | 0.0% | +7.2% | 0.012% | |
4/30/2024 | Astor Investment Management LLC | 308,268 | $12.19M | 4.8% | N/A | 0.201% | |
4/30/2024 | Fortis Group Advisors LLC | 7,625 | $301K | 0.1% | N/A | 0.005% | |
4/30/2024 | Cordatus Wealth Management LLC | 52,605 | $2.08M | 1.5% | N/A | 0.034% | |
4/30/2024 | Concord Wealth Partners | 7,726 | $305K | 0.1% | -16.8% | 0.005% | |
4/29/2024 | Commonwealth Equity Services LLC | 175,718 | $6.95M | 0.0% | +4.0% | 0.115% | |
4/29/2024 | Castle Wealth Management LLC | 29,833 | $1.18M | 0.6% | -35.3% | 0.019% | |
4/29/2024 | Brio Consultants LLC | 187,057 | $7.39M | 1.2% | +3.8% | 0.122% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 5,336 | $211K | 0.1% | -11.3% | 0.003% | |
4/26/2024 | Prestige Wealth Management Group LLC | 2,704 | $107K | 0.0% | -99.1% | 0.002% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 69,580 | $2.75M | 1.1% | -0.8% | 0.045% | |
4/26/2024 | YHB Investment Advisors Inc. | 914 | $36K | 0.0% | N/A | 0.001% | |
4/26/2024 | Clear Creek Financial Management LLC | 9,066 | $358K | 0.0% | +14.7% | 0.006% | |
4/26/2024 | Terra Nova Asset Management LLC | 12,068 | $477K | 0.4% | N/A | 0.008% | |
4/25/2024 | Capital Investment Advisory Services LLC | 9,675 | $382K | 0.0% | +11.7% | 0.006% | |
4/25/2024 | Triumph Capital Management | 22,671 | $881K | 0.4% | N/A | 0.015% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 278,217 | $11.00M | 0.0% | +1.8% | 0.182% | |
4/25/2024 | Intergy Private Wealth LLC | 14,012 | $554K | 0.2% | -11.1% | 0.009% | |
4/24/2024 | Private Trust Co. NA | 29,913 | $1.18M | 0.1% | -3.5% | 0.020% | |
4/24/2024 | Krilogy Financial LLC | 16,507 | $653K | 0.1% | -20.1% | 0.011% | |
4/24/2024 | PSI Advisors LLC | 126,137 | $4.99M | 1.8% | -0.6% | 0.082% | |
4/24/2024 | CENTRAL TRUST Co | 15,367 | $607K | 0.0% | -6.2% | 0.010% | |
4/24/2024 | Fulcrum Equity Management | 8,298 | $328K | 0.4% | N/A | 0.005% | |
4/24/2024 | Arlington Capital Management Inc. | 7,937 | $314K | 0.3% | N/A | 0.005% | |
4/24/2024 | Premier Path Wealth Partners LLC | 43,900 | $1.74M | 0.3% | +21.1% | 0.029% | |
4/24/2024 | Zullo Investment Group Inc. | 28,536 | $1.13M | 0.5% | +2.3% | 0.019% | |
4/24/2024 | Dakota Wealth Management | 400,435 | $15.83M | 0.4% | +10.5% | 0.262% | |
4/24/2024 | Simplicity Wealth LLC | 26,652 | $1.05M | 0.0% | N/A | 0.017% | |
4/24/2024 | NBT Bank N A NY | 62,105 | $2.46M | 0.2% | +1.1% | 0.041% | |
4/24/2024 | Spire Wealth Management | 117,153 | $4.63M | 0.2% | -0.7% | 0.077% | |
4/24/2024 | Solstein Capital LLC | 5,495 | $217K | 0.1% | -24.4% | 0.004% | |
4/24/2024 | H&H Retirement Design & Management INC | 23,673 | $856K | 0.6% | -9.4% | 0.015% | |
4/24/2024 | Bar Harbor Wealth Management | 70,705 | $2.80M | 0.2% | +3.5% | 0.046% | |
4/23/2024 | Global Retirement Partners LLC | 26,871 | $1.06M | 0.0% | +3.1% | 0.018% | |
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4/23/2024 | United Asset Strategies Inc. | 10,003 | $395K | 0.0% | -14.4% | 0.007% | |
4/23/2024 | Wealth Advisory Solutions LLC | 9,769 | $386K | 0.1% | -19.5% | 0.006% | |
4/23/2024 | Olympus Wealth Management LLC | 63,850 | $2.52M | 1.5% | +0.6% | 0.042% | |
4/23/2024 | WASHINGTON TRUST Co | 704 | $28K | 0.0% | N/A | 0.000% | |
4/23/2024 | Venturi Wealth Management LLC | 7,812 | $309K | 0.0% | -59.3% | 0.005% | |
4/23/2024 | Fifth Third Bancorp | 42,946 | $1.70M | 0.0% | -16.0% | 0.028% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 761,659 | $30.11M | 0.0% | +2.0% | 0.498% | |
4/22/2024 | Rovin Capital UT ADV | 7,736 | $306K | 0.1% | -28.7% | 0.005% | |
4/22/2024 | Kessler Investment Group LLC | 20,626 | $815K | 0.5% | +174.1% | 0.013% | |
4/22/2024 | American Financial Advisors LLC | 296,254 | $11.71M | 1.6% | +0.4% | 0.194% | |