4/24/2024 | Dakota Wealth Management | 128,204 | $20.22M | 0.5% | +39.2% | 0.007% | |
4/24/2024 | Smith Anglin Financial LLC | 6,068 | $0.96M | 0.1% | +2.1% | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 70,174 | $11.07M | 0.3% | +4,178.9% | 0.004% | |
4/24/2024 | Archford Capital Strategies LLC | 10,643 | $1.68M | 0.3% | +2.3% | 0.001% | |
4/24/2024 | NBT Bank N A NY | 90,110 | $14.21M | 1.0% | -2.5% | 0.005% | |
4/24/2024 | Wells Trecaso Financial Group LLC | 8,963 | $1.41M | 0.5% | +1.3% | 0.000% | |
4/24/2024 | Childress Capital Advisors LLC | 7,985 | $1.26M | 0.4% | +22.3% | 0.000% | |
4/24/2024 | Spire Wealth Management | 32,978 | $5.20M | 0.2% | +2.7% | 0.002% | |
4/24/2024 | Gemmer Asset Management LLC | 4,029 | $0.64M | 0.1% | -19.7% | 0.000% | |
4/24/2024 | Essex Financial Services Inc. | 45,865 | $7.24M | 0.7% | -4.2% | 0.002% | |
4/24/2024 | Bar Harbor Wealth Management | 99,426 | $15.68M | 1.0% | -2.5% | 0.005% | |
4/24/2024 | West Branch Capital LLC | 6,742 | $1.06M | 0.4% | +28.5% | 0.000% | |
4/24/2024 | Assenagon Asset Management S.A. | 254,463 | $40.14M | 0.1% | -54.7% | 0.014% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 2,306 | $0.36M | 0.2% | +27.3% | 0.000% | |
4/23/2024 | Dupont Capital Management Corp | 85,619 | $13.51M | 1.1% | -6.0% | 0.005% | |
4/23/2024 | Bell Bank | 6,835 | $1.08M | 0.1% | +30.5% | 0.000% | |
4/23/2024 | Godsey & Gibb Inc. | 119,435 | $18.84M | 2.0% | +1.9% | 0.006% | |
4/23/2024 | Charter Oak Capital Management LLC | 3,679 | $0.58M | 0.1% | -3.3% | 0.000% | |
4/23/2024 | Iowa State Bank | 49,733 | $7.85M | 1.7% | +1.0% | 0.003% | |
4/23/2024 | Canal Capital Management LLC | 9,693 | $1.53M | 0.3% | -3.6% | 0.001% | |
4/23/2024 | Triad Wealth Partners LLC | 2,308 | $0.36M | 0.3% | N/A | 0.000% | |
4/23/2024 | Busey Bank | 159,109 | $25.10M | 0.9% | -14.6% | 0.009% | |
4/23/2024 | BSW Wealth Partners | 3,688 | $0.58M | 0.1% | +1.8% | 0.000% | |
4/23/2024 | Carderock Capital Management Inc. | 4,307 | $0.68M | 0.2% | -7.9% | 0.000% | |
4/23/2024 | Precedent Wealth Partners LLC | 9,470 | $1.49M | 0.6% | +6.4% | 0.001% | |
4/23/2024 | Absher Wealth Management LLC | 120,779 | $19.05M | 2.6% | +18.2% | 0.007% | |
4/23/2024 | Bfsg LLC | 27,583 | $4.35M | 0.6% | +1.6% | 0.001% | |
4/23/2024 | Milestone Asset Management LLC | 17,911 | $2.83M | 0.8% | N/A | 0.001% | |
4/23/2024 | Eads & Heald Wealth Management | 13,097 | $2.07M | 1.0% | -6.2% | 0.001% | |
4/23/2024 | Global Retirement Partners LLC | 47,596 | $7.51M | 0.3% | +4.6% | 0.003% | |
4/23/2024 | Covenant Asset Management LLC | 10,828 | $1.71M | 0.3% | +4.6% | 0.001% | |
4/23/2024 | Fishman Jay A Ltd. MI | 9,948 | $1.57M | 0.2% | -6.8% | 0.001% | |
4/23/2024 | LaFleur & Godfrey LLC | 74,741 | $11.79M | 1.7% | +0.8% | 0.004% | |
4/23/2024 | Louisiana State Employees Retirement System | 101,000 | $15.93M | 0.3% | -4.8% | 0.005% | |
4/23/2024 | Sage Mountain Advisors LLC | 10,640 | $1.68M | 0.2% | +21.6% | 0.001% | |
4/23/2024 | Moody Lynn & Lieberson LLC | 109,253 | $17.23M | 1.2% | +9.0% | 0.006% | |
4/23/2024 | Hamel Associates Inc. | 45,591 | $7.19M | 2.3% | +4.4% | 0.002% | |
4/23/2024 | United Asset Strategies Inc. | 81,834 | $12.91M | 1.3% | +10.4% | 0.004% | |
4/23/2024 | Wealth Advisory Solutions LLC | 49,051 | $7.74M | 2.0% | +6.1% | 0.003% | |
4/23/2024 | WASHINGTON TRUST Co | 13,882 | $2.19M | 0.1% | -0.8% | 0.001% | |
4/23/2024 | Canvas Wealth Advisors LLC | 1,791 | $0.28M | 0.1% | N/A | 0.000% | |
4/23/2024 | Venturi Wealth Management LLC | 23,964 | $3.78M | 0.2% | +24.2% | 0.001% | |
4/23/2024 | Rational Advisors LLC | 252 | $40K | 0.0% | -74.8% | 0.000% | |
4/23/2024 | Silver Lake Advisory LLC | 2,364 | $0.37M | 0.2% | N/A | 0.000% | |
4/23/2024 | Asset Planning Services Inc. LA ADV | 43,445 | $6.85M | 3.8% | -0.3% | 0.002% | |
4/23/2024 | Community Financial Services Group LLC | 12,852 | $2.03M | 0.5% | N/A | 0.001% | |
4/23/2024 | Live Oak Private Wealth LLC | 65,747 | $10.37M | 1.8% | +0.7% | 0.004% | |
4/23/2024 | Spectrum Asset Management Inc. NB CA | 43,745 | $6.90M | 3.0% | +3.5% | 0.002% | |
4/23/2024 | Amalgamated Bank | 357,114 | $56.33M | 0.5% | -15.3% | 0.019% | |
4/23/2024 | Birinyi Associates Inc. | 7,330 | $1.16M | 0.4% | -12.5% | 0.000% | |
4/23/2024 | Legacy Trust | 2,926 | $0.46M | 0.1% | -15.0% | 0.000% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 32,182 | $5.08M | 0.4% | +3.5% | 0.002% | |
4/23/2024 | Gradient Investments LLC | 253,375 | $39.97M | 0.9% | +6.7% | 0.014% | |
4/23/2024 | New Mexico Educational Retirement Board | 88,416 | $13.95M | 0.5% | -4.5% | 0.005% | |
4/23/2024 | Tyche Wealth Partners LLC | 35,100 | $5.54M | 1.4% | -10.0% | 0.002% | |
4/23/2024 | Fifth Third Bancorp | 993,159 | $156.66M | 0.6% | -2.1% | 0.053% | |
4/23/2024 | Wesbanco Bank Inc. | 227,996 | $35.96M | 1.4% | +16.6% | 0.012% | |
4/23/2024 | Summit Trail Advisors LLC | 32,770 | $5.17M | 0.1% | +163.2% | 0.002% | |
4/23/2024 | Regatta Capital Group LLC | 5,294 | $0.84M | 0.2% | +14.9% | 0.000% | |
4/23/2024 | Stablepoint Partners LLC | 36,003 | $5.68M | 1.2% | +21.4% | 0.002% | |
4/23/2024 | Principle Wealth Partners LLC | 37,056 | $5.85M | 0.5% | +3.8% | 0.002% | |
4/23/2024 | Duncker Streett & Co. Inc. | 29,430 | $4.64M | 0.9% | -0.3% | 0.002% | |
4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 78,158 | $12.66M | 0.1% | -0.6% | 0.004% | |
4/23/2024 | Arcadia Investment Management Corp MI | 6,724 | $1.06M | 0.2% | -4.9% | 0.000% | |
4/23/2024 | Cigna Investments Inc. New | 18,339 | $2.89M | 0.5% | -1.0% | 0.001% | |
4/23/2024 | Strategic Blueprint LLC | 22,771 | $3.59M | 0.3% | +10.7% | 0.001% | |
4/23/2024 | KLR Investment Advisors LLC | 4,435 | $0.72M | 0.5% | +3.1% | 0.000% | |
4/23/2024 | Bank of Stockton | 18,085 | $2.85M | 0.9% | +2.4% | 0.001% | |
4/23/2024 | Revisor Wealth Management LLC | 4,780 | $0.73M | 0.3% | +80.7% | 0.000% | |
4/23/2024 | Accurate Wealth Management LLC | 22,503 | $3.60M | 1.0% | +4.1% | 0.001% | |
4/23/2024 | Genesee Capital Advisors LLC | 4,307 | $0.68M | 0.4% | +2.3% | 0.000% | |
4/23/2024 | Rebalance LLC | 1,500 | $0.24M | 0.0% | -4.5% | 0.000% | |
4/23/2024 | Wealth Effects LLC | 15,510 | $2.45M | 0.9% | -8.7% | 0.001% | |
4/23/2024 | Herbst Group LLC | 14,850 | $2.34M | 1.4% | -2.9% | 0.001% | |
4/23/2024 | Clarus Group Inc. | 26,058 | $4.11M | 2.9% | -0.4% | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,746,686 | $275.52M | 0.4% | +1.5% | 0.094% | |
4/23/2024 | Stonegate Investment Group LLC | 764,664 | $120.62M | 3.8% | +1.1% | 0.041% | |
4/23/2024 | Crescent Sterling Ltd. | 28,156 | $4.44M | 4.0% | +1.8% | 0.002% | |
4/23/2024 | Sutton Place Investors LLC | 16,504 | $2.60M | 1.3% | +29.9% | 0.001% | |
4/23/2024 | Sapient Capital LLC | 295,996 | $46.69M | 1.0% | -20.4% | 0.016% | |
4/23/2024 | Prospect Financial Services LLC | 2,212 | $0.35M | 0.3% | -8.4% | 0.000% | |
4/22/2024 | Bristlecone Advisors LLC | 16,951 | $2.67M | 0.2% | +0.8% | 0.001% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 17,247 | $2.72M | 0.1% | +0.9% | 0.001% | |
4/22/2024 | Strategic Financial Concepts LLC | 5,831 | $0.92M | 0.2% | +27.6% | 0.000% | |
4/22/2024 | Confluence Wealth Services Inc. | 33,070 | $5.22M | 0.5% | +21.8% | 0.002% | |
4/22/2024 | Johnson Bixby & Associates LLC | 3,995 | $0.63M | 0.1% | +72.9% | 0.000% | |
4/22/2024 | Cahaba Wealth Management Inc. | 1,286 | $0.20M | 0.0% | N/A | 0.000% | |
4/22/2024 | Byrne Asset Management LLC | 325 | $51K | 0.0% | -18.5% | 0.000% | |
4/22/2024 | Rovin Capital UT ADV | 2,509 | $0.40M | 0.2% | +69.6% | 0.000% | |
4/22/2024 | Forza Wealth Management LLC | 10,899 | $1.72M | 0.9% | +1.0% | 0.001% | |
4/22/2024 | Nilsine Partners LLC | 9,489 | $1.50M | 0.2% | -1.8% | 0.001% | |
4/22/2024 | Centennial Wealth Advisory LLC | 5,757 | $0.91M | 0.4% | +2.2% | 0.000% | |
4/22/2024 | Greystone Financial Group LLC | 46,606 | $7.35M | 1.5% | +29.2% | 0.003% | |
4/22/2024 | HF Advisory Group LLC | 3,429 | $0.54M | 0.3% | +19.3% | 0.000% | |
4/22/2024 | PFG Investments LLC | 38,830 | $6.13M | 0.4% | +221.5% | 0.002% | |
4/22/2024 | Financial Management Network Inc. | 12,287 | $1.97M | 0.5% | -11.8% | 0.001% | |
4/22/2024 | Oakworth Capital Inc. | 18,017 | $2.84M | 0.2% | +21.2% | 0.001% | |
4/22/2024 | Parsons Capital Management Inc. RI | 100,018 | $15.78M | 1.1% | +21.7% | 0.005% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 21,147 | $3.34M | 0.7% | +5.2% | 0.001% | |
4/22/2024 | Drive Wealth Management LLC | 6,693 | $1.06M | 0.3% | -12.6% | 0.000% | |