5/31/2024 | First Citizens Financial Corp | 17,065 | $4.44M | 2.6% | +10.7% | 0.001% | |
5/30/2024 | Cambridge Trust Co. | 25,487 | $6.62M | 0.3% | -3.1% | 0.002% | |
5/30/2024 | Peninsula Wealth LLC | 3,187 | $828K | 0.1% | +48.7% | 0.000% | |
5/29/2024 | Soltis Investment Advisors LLC | 12,755 | $3.32M | 0.4% | -4.2% | 0.001% | |
5/29/2024 | Alexander Labrunerie & CO. Inc. | 2,781 | $723K | 0.4% | N/A | 0.000% | |
5/29/2024 | Clean Yield Group | 125 | $32K | 0.0% | +12,400.0% | 0.000% | |
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5/28/2024 | Verity Asset Management Inc. | 6,303 | $1.64M | 0.9% | -3.6% | 0.000% | |
5/24/2024 | Cetera Advisor Networks LLC | 820,897 | $213.35M | 1.1% | -2.0% | 0.055% | |
5/24/2024 | Cetera Advisors LLC | 654,470 | $170.10M | 1.3% | +96.9% | 0.044% | |
5/24/2024 | Cetera Investment Advisers | 2,407,974 | $625.83M | 1.5% | +89.0% | 0.161% | |
5/24/2024 | Invst LLC | 3,436 | $892K | 0.1% | -2.0% | 0.000% | |
5/24/2024 | Northwest Bank & Trust Co | 938 | $233K | 0.2% | +18.4% | 0.000% | |
5/23/2024 | Community Trust & Investment Co. | 774 | $201K | 0.0% | N/A | 0.000% | |
5/23/2024 | Cabot Wellington LLC | 742,806 | $193.06M | 74.9% | -0.7% | 0.050% | |
5/23/2024 | FSA Advisors Inc. | 7,811 | $2.03M | 2.2% | -5.8% | 0.001% | |
5/23/2024 | ARQ Wealth Advisors LLC | 28,747 | $7.47M | 3.2% | -1.3% | 0.002% | |
5/23/2024 | Austin Wealth Management LLC | 7,589 | $1.99M | 0.5% | +18.6% | 0.001% | |
5/22/2024 | Burney Co. | 3,614 | $939K | 0.0% | +10.3% | 0.000% | |
5/22/2024 | Cedar Point Capital Partners LLC | 3,280 | $852K | 0.6% | +4.5% | 0.000% | |
5/22/2024 | Orleans Capital Management Corp LA | 5,290 | $1.38M | 0.9% | -2.8% | 0.000% | |
5/22/2024 | Koesten Hirschmann & Crabtree INC. | 994 | $258K | 0.2% | +144.8% | 0.000% | |
5/21/2024 | Atria Investments Inc | 126,943 | $32.99M | 0.5% | +10.4% | 0.008% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 17,629 | $4.58M | 0.2% | +63.6% | 0.001% | |
5/21/2024 | LRI Investments LLC | 6,269 | $1.63M | 0.2% | N/A | 0.000% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 2,466 | $641K | 0.1% | +4.3% | 0.000% | |
5/20/2024 | Pacific Center for Financial Services | 136,853 | $35.57M | 10.1% | +3.8% | 0.009% | |
5/17/2024 | Aspect Partners LLC | 40,051 | $10.41M | 8.2% | +12.9% | 0.003% | |
5/17/2024 | Citizens Financial Group Inc. RI | 12,790 | $3.32M | 0.1% | -8.6% | 0.001% | |
5/17/2024 | Advisory Resource Group | 1,280 | $333K | 0.1% | +10.4% | 0.000% | |
5/17/2024 | National Wealth Management Group LLC | 10,657 | $2.77M | 2.2% | -1.2% | 0.001% | |
5/17/2024 | Investmark Advisory Group LLC | 840 | $218K | 0.1% | N/A | 0.000% | |
5/17/2024 | Lummis Asset Management LP | 1,626 | $423K | 0.6% | +6.1% | 0.000% | |
5/17/2024 | New Covenant Trust Company N.A. | 50,639 | $13.16M | 13.2% | N/A | 0.003% | |
5/17/2024 | XML Financial LLC | 12,131 | $3.15M | 0.3% | +15.1% | 0.001% | |
5/17/2024 | Lumbard & Kellner LLC | 16,180 | $4.21M | 2.0% | -0.9% | 0.001% | |
5/17/2024 | WealthPlan Investment Management LLC | 27,841 | $7.24M | 1.1% | -21.2% | 0.002% | |
5/17/2024 | Tandem Capital Management Corp ADV | 2,554 | $664K | 0.4% | +12.3% | 0.000% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 206,173 | $53.58M | 4.8% | +5.1% | 0.014% | |
5/17/2024 | Beacon Capital Management LLC | 233,042 | $60.57M | 12.4% | +11.3% | 0.016% | |
5/17/2024 | Hancock Whitney Corp | 3,665 | $953K | 0.0% | +6.5% | 0.000% | |
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5/17/2024 | Comerica Bank | 264,865 | $68.84M | 0.3% | -5.6% | 0.018% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 1,113 | $289K | 0.1% | N/A | 0.000% | |
5/17/2024 | Tidal Investments LLC | 504,652 | $131.16M | 2.2% | +13.0% | 0.034% | |
5/17/2024 | Innealta Capital LLC | 5,216 | $1.36M | 0.6% | -8.2% | 0.000% | |
5/16/2024 | Sugar Maple Asset Management LLC | 1,524 | $396K | 0.4% | N/A | 0.000% | |
5/16/2024 | Global Financial Private Client LLC | 539 | $140K | 0.1% | -15.6% | 0.000% | |
5/16/2024 | Slagle Financial LLC | 900 | $234K | 0.1% | N/A | 0.000% | |
5/16/2024 | Innova Wealth Partners | 1,661 | $432K | 0.3% | N/A | 0.000% | |
5/16/2024 | FSA Wealth Management LLC | 4,625 | $1.20M | 0.5% | +17.2% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 50,829 | $13.21M | 0.3% | +19.0% | 0.003% | |
5/16/2024 | Ancora Advisors LLC | 31,698 | $8.24M | 0.2% | -11.4% | 0.002% | |
5/16/2024 | Dynasty Wealth Management LLC | 106,725 | $27.74M | 0.9% | N/A | 0.007% | |
5/16/2024 | Vawter Financial Ltd. | 3,824 | $994K | 0.7% | -1.8% | 0.000% | |
5/16/2024 | Sweeney & Michel LLC | 4,216 | $1.09M | 0.5% | N/A | 0.000% | |
5/16/2024 | WPWealth LLP | 11,264 | $2.93M | 0.8% | +9.0% | 0.001% | |
5/16/2024 | Whalerock Point Partners LLC | 3,368 | $875K | 0.2% | -6.8% | 0.000% | |
5/16/2024 | WMS Partners LLC | 404,317 | $105.08M | 7.2% | -2.2% | 0.027% | |
5/16/2024 | Iron Gate Global Advisors LLC | 14,495 | $3.76M | 0.7% | +3.8% | 0.001% | |
5/16/2024 | Kraft Davis & Associates LLC | 72,533 | $18.72M | 5.8% | +0.3% | 0.005% | |
5/16/2024 | Waverly Advisors LLC | 287,149 | $74.63M | 1.8% | +182.3% | 0.019% | |
5/16/2024 | Captrust Financial Advisors | 592,281 | $153.93M | 0.5% | -8.4% | 0.039% | |
5/16/2024 | Ashford Capital Management Inc. | 88,891 | $23.10M | 3.1% | -3.7% | 0.006% | |
5/15/2024 | Ascent Group LLC | 6,445 | $1.68M | 0.1% | -10.7% | 0.000% | |
5/15/2024 | Earnest Partners LLC | 2,965 | $771K | 0.0% | -27.5% | 0.000% | |
5/15/2024 | SVB Wealth LLC | 50,104 | $13.02M | 0.3% | -16.3% | 0.003% | |
5/15/2024 | Transcendent Capital Group LLC | 3,219 | $837K | 0.5% | -5.7% | 0.000% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 20,904 | $5.43M | 0.5% | +0.2% | 0.001% | |
5/15/2024 | Manhattan West Asset Management LLC | 7,867 | $2.05M | 0.5% | +16.8% | 0.001% | |
5/15/2024 | Fairview Capital Investment Management LLC | 43,529 | $11.31M | 0.6% | -12.9% | 0.003% | |
5/15/2024 | CoreFirst Bank & Trust | 1,300 | $338K | 0.2% | -15.0% | 0.000% | |
5/15/2024 | BOKF NA | 44,392 | $11.53M | 0.2% | -1.3% | 0.003% | |
5/15/2024 | Kestra Advisory Services LLC | 773,930 | $201.15M | 1.3% | +9.5% | 0.052% | |
5/15/2024 | LRI Investments LLC | 6,269 | $1.62M | 0.2% | N/A | 0.000% | |
5/15/2024 | 1832 Asset Management L.P. | 1,468 | $382K | 0.0% | -17.9% | 0.000% | |
5/15/2024 | Linscomb Wealth Inc. | 166,073 | $43.16M | 2.2% | -5.1% | 0.011% | |
5/15/2024 | Quadrature Capital Ltd | 1,951 | $507K | 0.0% | N/A | 0.000% | |
5/15/2024 | Keeley Teton Advisors LLC | 50,531 | $13.13M | 1.6% | -4.1% | 0.003% | |
5/14/2024 | Westwood Holdings Group Inc. | 1,190 | $309K | 0.0% | -52.2% | 0.000% | |
5/14/2024 | Capital Group Private Client Services Inc. | 25,681 | $6.68M | 0.1% | +6.4% | 0.002% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 15,484 | $4.02M | 0.3% | +4.3% | 0.001% | |
5/14/2024 | Axxcess Wealth Management LLC | 21,329 | $5.54M | 0.2% | -26.4% | 0.001% | |
5/14/2024 | EP Wealth Advisors LLC | 158,807 | $41.27M | 0.5% | +16.8% | 0.011% | |
5/14/2024 | Freestone Capital Holdings LLC | 52,762 | $13.71M | 0.5% | +6.2% | 0.004% | |
5/14/2024 | CreativeOne Wealth LLC | 41,230 | $10.72M | 0.4% | +15.6% | 0.003% | |
5/14/2024 | Delap Wealth Advisory LLC | 4,520 | $1.18M | 0.5% | -53.6% | 0.000% | |
5/14/2024 | TFO Wealth Partners LLC | 5,620 | $1.46M | 0.3% | -36.4% | 0.000% | |
5/14/2024 | Sax Wealth Advisors LLC | 19,012 | $4.94M | 0.6% | +15.3% | 0.001% | |
5/14/2024 | Northwest Wealth Management LLC | 82,915 | $21.55M | 5.9% | -1.6% | 0.006% | |
5/14/2024 | Mattern Wealth Management LLC | 12,973 | $3.37M | 0.8% | +18.4% | 0.001% | |
5/14/2024 | Mattern Capital Management LLC | 4,179 | $1.09M | 0.1% | -2.8% | 0.000% | |
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5/14/2024 | Crewe Advisors LLC | 10,769 | $2.80M | 0.3% | +0.5% | 0.001% | |
5/14/2024 | Evermay Wealth Management LLC | 43,780 | $11.38M | 1.7% | -9.1% | 0.003% | |
5/14/2024 | Karpus Management Inc. | 135,836 | $35.30M | 1.0% | -10.5% | 0.009% | |
5/14/2024 | Pitcairn Co. | 25,432 | $6.61M | 0.4% | -37.8% | 0.002% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 663,516 | $172.45M | 12.0% | +2.4% | 0.044% | |
5/14/2024 | Lake Street Advisors Group LLC | 276,036 | $71.74M | 3.4% | +3.1% | 0.018% | |
5/14/2024 | Arjuna Capital | 1,080 | $281K | 0.1% | N/A | 0.000% | |
5/13/2024 | Bessemer Group Inc. | 236,597 | $61.49M | 0.1% | -9.5% | 0.016% | |
5/13/2024 | Windham Capital Management LLC | 140,856 | $36.61M | 28.8% | -35.2% | 0.009% | |
5/13/2024 | PYA Waltman Capital LLC | 3,713 | $965K | 0.4% | +47.3% | 0.000% | |