5/16/2024 | Captrust Financial Advisors | 21,426,891 | $512.96M | 1.7% | +12.4% | 17.945% | |
5/14/2024 | InterOcean Capital Group LLC | 1,488,794 | $35.64M | 0.9% | -1.3% | 1.247% | |
5/9/2024 | JDM Financial Group LLC | 19,093 | $457K | 0.3% | +12.4% | 0.016% | |
5/9/2024 | Portland Global Advisors LLC | 47,207 | $1.13M | 0.2% | N/A | 0.040% | |
5/4/2024 | Gould Asset Management LLC CA | 49,415 | $1.18M | 0.3% | +59.3% | 0.041% | |
5/3/2024 | United Community Bank | 1,996 | $48K | 0.0% | N/A | 0.002% | |
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5/1/2024 | Janney Montgomery Scott LLC | 203,178 | $4.86M | 0.0% | -1.7% | 0.170% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 50,338 | $1.21M | 0.2% | -5.1% | 0.042% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 787,455 | $18.85M | 0.1% | +13.3% | 0.654% | |
4/24/2024 | Leavell Investment Management Inc. | 195,081 | $4.67M | 0.3% | +0.8% | 0.162% | |
4/24/2024 | PSI Advisors LLC | 165,546 | $3.96M | 1.4% | +68.3% | 0.137% | |
4/23/2024 | WASHINGTON TRUST Co | 3,000 | $72K | 0.0% | N/A | 0.002% | |
4/23/2024 | Strategic Blueprint LLC | 292,286 | $7.00M | 0.5% | +20.3% | 0.243% | |
4/19/2024 | American National Bank & Trust Co. VA | 11,270 | $270K | 0.1% | N/A | 0.009% | |
4/19/2024 | True Link Financial Advisors LLC | 91,193 | $2.18M | 0.2% | +5.2% | 0.076% | |
4/16/2024 | Atlantic Union Bankshares Corp | 340,929 | $8.16M | 0.7% | +23.7% | 0.283% | |
2/12/2024 | Boston Family Office LLC | 110,060 | $2.63M | 0.2% | +23.9% | 0.092% | |
2/9/2024 | Atlantic Private Wealth LLC | 185,145 | $4.42M | 3.9% | +24.9% | 0.154% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 695,267 | $16.59M | 0.1% | +135.3% | 0.579% | |
2/9/2024 | InterOcean Capital Group LLC | 1,507,671 | $35.97M | 1.0% | +99.0% | 1.256% | |
2/8/2024 | Janney Montgomery Scott LLC | 206,632 | $4.93M | 0.0% | +9.6% | 0.172% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 25,633 | $612K | 0.0% | -43.1% | 0.021% | |
2/7/2024 | Hills Bank & Trust Co | 1,591,657 | $37.98M | 3.7% | +27.0% | 1.326% | |
2/7/2024 | Bogart Wealth LLC | 2,874 | $69K | 0.0% | N/A | 0.002% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 185,434 | $4.42M | 1.2% | +41.4% | 0.155% | |
2/6/2024 | First Horizon Advisors Inc. | 3,783 | $90K | 0.0% | N/A | 0.003% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 14,772 | $352K | 0.1% | -22.5% | 0.012% | |
2/2/2024 | Gould Asset Management LLC CA | 31,015 | $740K | 0.2% | +122.3% | 0.026% | |
2/1/2024 | PSI Advisors LLC | 98,373 | $2.35M | 0.9% | +27.4% | 0.082% | |
1/31/2024 | Archer Investment Corp | 151,364 | $3.61M | 1.2% | +130.4% | 0.126% | |
1/30/2024 | Scissortail Wealth Management LLC | 681,793 | $16.32M | 5.2% | +2.4% | 0.567% | |
1/25/2024 | Strategic Blueprint LLC | 242,965 | $5.80M | 0.5% | +134.2% | 0.204% | |
1/24/2024 | Mascoma Wealth Management LLC | 15,103 | $360K | 0.1% | +10.0% | 0.013% | |
1/24/2024 | Private Trust Co. NA | 19,582 | $467K | 0.1% | +14.4% | 0.016% | |
1/23/2024 | Leavell Investment Management Inc. | 193,569 | $4.62M | 0.3% | +18.9% | 0.163% | |
1/19/2024 | True Link Financial Advisors LLC | 86,713 | $2.07M | 0.2% | +174.9% | 0.074% | |
1/19/2024 | Atlantic Union Bankshares Corp | 275,655 | $6.58M | 0.6% | -14.2% | 0.234% | |
1/17/2024 | IFG Advisory LLC | 252,706 | $6.03M | 0.4% | +153.2% | 0.214% | |
1/8/2024 | Horizons Wealth Management | 38,210 | $912K | 0.6% | +15.2% | 0.033% | |
1/5/2024 | Montecito Bank & Trust | 46,189 | $1.10M | 0.2% | +340.1% | 0.040% | |
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11/16/2023 | JDM Financial Group LLC | 16,647 | $397K | 0.4% | +6.4% | 0.015% | |
11/15/2023 | Integrated Wealth Concepts LLC | 647,969 | $15.45M | 0.3% | +31.9% | 0.585% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 45,033 | $1.07M | 0.1% | +636.3% | 0.041% | |
11/9/2023 | Atlantic Private Wealth LLC | 148,252 | $3.53M | 3.6% | +4.4% | 0.134% | |
11/8/2023 | Janney Montgomery Scott LLC | 188,528 | $4.50M | 0.0% | N/A | 0.170% | |
11/8/2023 | Archer Investment Corp | 65,692 | $1.57M | 0.6% | +47.1% | 0.059% | |
11/6/2023 | Eldridge Investment Advisors Inc. | 131,144 | $3.12M | 1.0% | +660.4% | 0.118% | |
11/6/2023 | Black Swift Group LLC | 19,200 | $458K | 0.1% | N/A | 0.017% | |
10/30/2023 | True Link Financial Advisors LLC | 31,549 | $752K | 0.1% | +14.2% | 0.029% | |
10/27/2023 | Princeton Global Asset Management LLC | 3,750 | $89K | 0.0% | +127.3% | 0.003% | |
10/26/2023 | Hills Bank & Trust Co | 1,253,290 | $29.88M | 3.5% | +215.3% | 1.137% | |
10/25/2023 | OLD Second National Bank of Aurora | 15,234 | $363K | 0.1% | -2.9% | 0.014% | |
10/24/2023 | Arlington Partners LLC | 18,915 | $451K | 0.2% | N/A | 0.017% | |
10/24/2023 | Gould Asset Management LLC CA | 13,955 | $333K | 0.1% | -5.3% | 0.013% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 295,444 | $7.04M | 0.0% | +12.3% | 0.270% | |
10/23/2023 | Scissortail Wealth Management LLC | 666,030 | $15.87M | 12.5% | +1.5% | 0.609% | |
10/20/2023 | Atlantic Union Bankshares Corp | 321,173 | $7.66M | 0.8% | +12.7% | 0.293% | |
10/18/2023 | Pinnacle Bancorp Inc. | 3,978 | $95K | 0.0% | +90.7% | 0.004% | |
10/17/2023 | Cross Staff Investments Inc | 18,275 | $436K | 0.4% | -7.6% | 0.017% | |
10/16/2023 | Montecito Bank & Trust | 10,495 | $250K | 0.1% | N/A | 0.010% | |
10/16/2023 | Leavell Investment Management Inc. | 162,805 | $3.88M | 0.3% | +3.4% | 0.151% | |
10/13/2023 | PSI Advisors LLC | 77,211 | $1.84M | 0.8% | +29.8% | 0.072% | |
10/12/2023 | Horizons Wealth Management | 33,170 | $791K | 0.6% | +50.9% | 0.031% | |
10/10/2023 | Confluence Investment Management LLC | 615,087 | $14.66M | 0.2% | +16.6% | 0.576% | |
9/12/2023 | Farther Finance Advisors LLC | 1,450 | $35K | 0.0% | +212.5% | 0.001% | |
8/14/2023 | Boston Family Office LLC | 85,309 | $2.03M | 0.2% | +0.6% | 0.084% | |
8/11/2023 | Atlantic Private Wealth LLC | 141,980 | $3.38M | 3.4% | +21.9% | 0.139% | |
8/10/2023 | Cary Street Partners Asset Management LLC | 28,019 | $667K | 0.1% | +1.7% | 0.027% | |
8/8/2023 | Archer Investment Corp | 44,665 | $1.06M | 0.4% | +1,227.7% | 0.044% | |
8/7/2023 | Gould Asset Management LLC CA | 14,735 | $351K | 0.1% | +5.1% | 0.014% | |
8/3/2023 | Eldridge Investment Advisors Inc. | 17,247 | $410K | 0.1% | -36.6% | 0.017% | |
7/27/2023 | Carmel Capital Partners LLC | 167,945 | $4.00M | 2.1% | +411.2% | 0.166% | |
7/21/2023 | Hills Bank & Trust Co | 397,457 | $9.46M | 1.2% | N/A | 0.396% | |
7/21/2023 | IFG Advisory LLC | 87,839 | $2.09M | 0.2% | +59.3% | 0.088% | |
7/21/2023 | PSI Advisors LLC | 59,506 | $1.42M | 0.6% | +22.1% | 0.059% | |
7/20/2023 | Scissortail Wealth Management LLC | 655,897 | $15.60M | 12.8% | +34.7% | 0.654% | |
7/20/2023 | True Link Financial Advisors LLC | 27,633 | $658K | 0.1% | N/A | 0.028% | |
7/19/2023 | Leavell Investment Management Inc. | 157,500 | $3.75M | 0.3% | +5.8% | 0.158% | |
7/14/2023 | Pinnacle Bancorp Inc. | 2,086 | $50K | 0.0% | N/A | 0.002% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 262,969 | $6.26M | 0.0% | +15.6% | 0.266% | |
7/11/2023 | Atlantic Union Bankshares Corp | 284,913 | $6.78M | 0.7% | +19.6% | 0.289% | |
7/3/2023 | Horizons Wealth Management | 21,983 | $523K | 0.4% | +12.6% | 0.023% | |
7/3/2023 | Confluence Investment Management LLC | 527,419 | $12.55M | 0.2% | +0.4% | 0.548% | |
5/15/2023 | Cary Street Partners Asset Management LLC | 27,562 | $662K | 0.1% | N/A | 0.029% | |
5/15/2023 | Eldridge Investment Advisors Inc. | 27,202 | $653K | 0.2% | -36.0% | 0.028% | |
5/12/2023 | NewEdge Advisors LLC | 2,052,665 | $49.28M | 0.6% | +9.0% | 2.134% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 227,466 | $5.46M | 0.0% | +76.7% | 0.236% | |
5/10/2023 | WealthPLAN Partners LLC | 7,027 | $169K | 0.0% | N/A | 0.007% | |
5/9/2023 | Archer Investment Corp | 3,364 | $81K | 0.0% | +357.7% | 0.003% | |
5/9/2023 | JDM Financial Group LLC | 15,294 | $367K | 0.3% | +45.7% | 0.016% | |
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5/8/2023 | Atlantic Union Bankshares Corp | 238,301 | $5.72M | 0.6% | N/A | 0.248% | |
5/5/2023 | Scissortail Wealth Management LLC | 486,805 | $11.69M | 0.0% | -1.0% | 0.508% | |
5/5/2023 | Silver Oak Securities Incorporated | 16,868 | $421K | 0.1% | N/A | 0.018% | |
5/4/2023 | Scissortail Wealth Management LLC | 486,638 | $167.54B | 6.4% | -1.1% | 0.508% | |
5/3/2023 | OLD Second National Bank of Aurora | 15,684 | $377K | 0.1% | -71.8% | 0.016% | |
5/3/2023 | Integrated Wealth Concepts LLC | 442,370 | $10.62M | 0.2% | +50.3% | 0.462% | |
5/2/2023 | Gould Asset Management LLC CA | 14,025 | $337K | 0.1% | -28.1% | 0.015% | |
4/28/2023 | Strategic Blueprint LLC | 238,407 | $5.72M | 0.6% | +107.0% | 0.256% | |
4/26/2023 | IFG Advisory LLC | 55,130 | $1.32M | 0.1% | +215.1% | 0.059% | |
4/25/2023 | PSI Advisors LLC | 48,746 | $1.17M | 0.6% | +336.0% | 0.053% | |