10/22/2024 | Symphony Financial Ltd. Co. | 9,436 | $3.32M | 0.5% | +11.4% | 0.002% | |
10/22/2024 | RBA Wealth Management LLC | 6,179 | $2.18M | 0.8% | +26.7% | 0.001% | |
10/22/2024 | Waldron Private Wealth LLC | 7,035 | $2.49M | 0.1% | +4.3% | 0.001% | |
10/22/2024 | Leo Wealth LLC | 4,500 | $1.59M | 0.1% | +6.4% | 0.001% | |
10/22/2024 | Eastern Bank | 43,944 | $15.53M | 0.3% | +1,421.6% | 0.007% | |
10/22/2024 | My Legacy Advisors LLC | 1,136 | $0.40M | 0.2% | -15.1% | 0.000% | |
10/22/2024 | Sierra Capital LLC | 2,228 | $0.79M | 0.1% | +222.9% | 0.000% | |
10/22/2024 | Signaturefd LLC | 13,996 | $4.95M | 0.1% | +8.0% | 0.002% | |
10/22/2024 | Sequoia Financial Advisors LLC | 20,589 | $7.28M | 0.1% | +29.9% | 0.003% | |
10/21/2024 | Mattern Wealth Management LLC | 3,485 | $1.23M | 0.3% | -62.1% | 0.001% | |
10/21/2024 | DeDora Capital Inc. | 3,932 | $1.39M | 0.4% | +2.3% | 0.001% | |
10/21/2024 | Oakworth Capital Inc. | 1,245 | $0.44M | 0.0% | +67.1% | 0.000% | |
10/21/2024 | Maple Capital Management Inc. | 110,284 | $38.98M | 3.0% | +0.6% | 0.018% | |
10/21/2024 | Foundations Investment Advisors LLC | 68,894 | $24.35M | 0.5% | +0.2% | 0.011% | |
10/21/2024 | Telos Capital Management Inc. | 7,381 | $2.61M | 0.3% | N/A | 0.001% | |
10/21/2024 | Ledyard National Bank | 21,674 | $7.66M | 0.7% | -1.5% | 0.003% | |
10/21/2024 | Townsend Asset Management Corp NC ADV | 8,634 | $3.05M | 1.1% | -3.1% | 0.001% | |
10/21/2024 | Raleigh Capital Management Inc. | 1,045 | $0.37M | 0.1% | -8.8% | 0.000% | |
10/21/2024 | GFG Capital LLC | 9,081 | $3.21M | 0.8% | -6.2% | 0.001% | |
10/21/2024 | Copeland Capital Management LLC | 35,033 | $12.38M | 0.2% | -3.8% | 0.006% | |
10/21/2024 | Evernest Financial Advisors LLC | 4,249 | $1.50M | 0.4% | -3.0% | 0.001% | |
10/21/2024 | Community Financial Services Group LLC | 5,095 | $1.80M | 0.4% | +1.0% | 0.001% | |
10/21/2024 | Plimoth Trust Co. LLC | 5,557 | $1.96M | 0.5% | +8.5% | 0.001% | |
10/21/2024 | Venture Visionary Partners LLC | 10,686 | $3.78M | 0.2% | -3.7% | 0.002% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 14,994 | $5.30M | 0.1% | +19.2% | 0.002% | |
10/21/2024 | Whittier Trust Co. | 23,740 | $8.39M | 0.1% | -15.4% | 0.004% | |
10/21/2024 | Northwest Investment Counselors LLC | 15,019 | $5.31M | 1.2% | -1.2% | 0.002% | |
10/21/2024 | Border to Coast Pensions Partnership Ltd | 125,455 | $44.22M | 0.9% | +4.5% | 0.020% | |
10/21/2024 | Little House Capital LLC | 691 | $0.24M | 0.1% | -44.4% | 0.000% | |
10/21/2024 | James Hambro & Partners LLP | 1,426 | $0.50M | 0.0% | +7.5% | 0.000% | |
10/21/2024 | Toth Financial Advisory Corp | 7,274 | $2.57M | 0.3% | +2.2% | 0.001% | |
10/21/2024 | Clarus Group Inc. | 1,121 | $0.40M | 0.2% | -6.0% | 0.000% | |
10/21/2024 | Crew Capital Management Ltd. | 3,502 | $1.24M | 1.0% | +16.7% | 0.001% | |
10/21/2024 | Bellecapital International Ltd. | 932 | $0.33M | 0.1% | N/A | 0.000% | |
10/21/2024 | Suncoast Equity Management | 127,060 | $44.91M | 5.1% | -5.6% | 0.020% | |
10/21/2024 | Arlington Partners LLC | 12,305 | $4.35M | 1.7% | +16.4% | 0.002% | |
10/21/2024 | Wealth Advisory Solutions LLC | 16,112 | $5.70M | 1.6% | -12.0% | 0.003% | |
10/21/2024 | Prio Wealth Limited Partnership | 30,750 | $10.87M | 0.3% | -1.5% | 0.005% | |
10/19/2024 | Violich Capital Management Inc. | 36,977 | $13.07M | 1.7% | +2.8% | 0.006% | |
10/19/2024 | Brown Lisle Cummings Inc. | 23,006 | $8.13M | 2.5% | +2.5% | 0.004% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 202,330 | $71.52M | 0.1% | +10.9% | 0.032% | |
10/19/2024 | Vest Financial LLC | 83,571 | $29.54M | 0.6% | +16.7% | 0.013% | |
10/19/2024 | Eagle Capital Management LLC | 18,777 | $6.64M | 2.8% | +0.4% | 0.003% | |
10/19/2024 | Buckley Wealth Management LLC | 2,334 | $0.83M | 0.3% | -14.2% | 0.000% | |
10/19/2024 | West Branch Capital LLC | 2,210 | $0.78M | 0.3% | +33.2% | 0.000% | |
10/19/2024 | OLD National Bancorp IN | 5,406 | $1.91M | 0.0% | -1.8% | 0.001% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 27,605 | $9.76M | 0.7% | -21.7% | 0.004% | |
10/19/2024 | New Century Financial Group LLC | 2,174 | $0.77M | 0.3% | +8.4% | 0.000% | |
10/18/2024 | Resonant Capital Advisors LLC | 12,615 | $4.46M | 0.3% | -0.2% | 0.002% | |
10/18/2024 | Revolve Wealth Partners LLC | 891 | $0.32M | 0.0% | +26.0% | 0.000% | |
10/18/2024 | Veracity Capital LLC | 2,148 | $0.76M | 0.3% | +3.7% | 0.000% | |
10/18/2024 | McBroom & Associates LLC | 18,944 | $6.70M | 4.1% | +4.8% | 0.003% | |
10/18/2024 | Warren Street Wealth Advisors LLC | 2,360 | $0.83M | 0.3% | -1.2% | 0.000% | |
10/18/2024 | AA Financial Advisors LLC | 764 | $0.27M | 0.1% | N/A | 0.000% | |
10/18/2024 | Alta Wealth Advisors LLC | 778 | $0.28M | 0.1% | N/A | 0.000% | |
10/18/2024 | Chicago Capital LLC | 13,027 | $4.61M | 0.1% | -3.4% | 0.002% | |
10/18/2024 | Embree Financial Group | 2,451 | $0.87M | 0.2% | -6.7% | 0.000% | |
10/18/2024 | Everett Harris & Co. CA | 372,424 | $131.64M | 1.6% | +0.2% | 0.059% | |
10/18/2024 | Ferguson Wellman Capital Management Inc. | 3,305 | $1.17M | 0.0% | -23.1% | 0.001% | |
10/18/2024 | Harfst & Associates Inc. | 1,407 | $0.50M | 0.1% | -34.2% | 0.000% | |
10/18/2024 | Meridiem Investment Management Ltd. | 823,440 | $291.04M | 5.2% | -1.5% | 0.131% | |
10/18/2024 | Commonwealth Equity Services LLC | 197,173 | $69.70M | 0.1% | -9.0% | 0.031% | |
10/18/2024 | ST Germain D J Co. Inc. | 2,749 | $0.97M | 0.0% | -2.8% | 0.000% | |
10/18/2024 | Raymond James & Associates | 1,080,583 | $381.96M | 0.2% | +5.5% | 0.172% | |
10/18/2024 | Slow Capital Inc. | 9,067 | $3.21M | 0.5% | +0.3% | 0.001% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 293,475 | $103.74M | 1.5% | +2.8% | 0.047% | |
10/18/2024 | NovaPoint Capital LLC | 13,103 | $4.63M | 1.4% | +4.4% | 0.002% | |
10/18/2024 | First Citizens Bank & Trust Co. | 60,884 | $21.52M | 0.3% | -7.3% | 0.010% | |
10/18/2024 | Capital Investment Advisors LLC | 2,917 | $1.03M | 0.0% | -1.8% | 0.000% | |
10/18/2024 | Meridian Financial Partners LLC | 599 | $0.21M | 0.1% | N/A | 0.000% | |
10/18/2024 | Blue Trust Inc. | 25,917 | $9.16M | 0.1% | +5.5% | 0.004% | |
10/18/2024 | Mogy Joel R Investment Counsel Inc. | 101,675 | $35.94M | 2.2% | +0.7% | 0.016% | |
10/18/2024 | Raub Brock Capital Management LP | 51,696 | $18.27M | 3.7% | -0.5% | 0.008% | |
10/18/2024 | Moss Adams Wealth Advisors LLC | 1,016 | $0.36M | 0.0% | N/A | 0.000% | |
10/18/2024 | Accurate Wealth Management LLC | 1,709 | $0.63M | 0.1% | -9.3% | 0.000% | |
10/18/2024 | Net Worth Advisory Group | 1,782 | $0.63M | 0.2% | N/A | 0.000% | |
10/18/2024 | Precedent Wealth Partners LLC | 4,380 | $1.55M | 0.5% | +7.0% | 0.001% | |
10/18/2024 | Stratos Investment Management LLC | 2,923 | $1.03M | 0.1% | +7.1% | 0.000% | |
10/18/2024 | Stratos Wealth Advisors LLC | 35,318 | $12.49M | 0.6% | -0.8% | 0.006% | |
10/17/2024 | Stratos Wealth Partners LTD. | 55,909 | $19.76M | 0.3% | +3.8% | 0.009% | |
10/17/2024 | Richard W. Paul & Associates LLC | 674 | $0.24M | 0.1% | -15.8% | 0.000% | |
10/17/2024 | Aspiriant LLC | 2,851 | $1.01M | 0.0% | -1.5% | 0.000% | |
10/17/2024 | Trust Point Inc. | 5,684 | $2.01M | 0.2% | -0.6% | 0.001% | |
10/17/2024 | Aaron Wealth Advisors LLC | 7,051 | $2.49M | 0.3% | +6.8% | 0.001% | |
10/17/2024 | Stonegate Investment Group LLC | 25,753 | $9.10M | 0.2% | -23.8% | 0.004% | |
10/17/2024 | M3 Advisory Group LLC | 723 | $0.26M | 0.2% | N/A | 0.000% | |
10/17/2024 | V Square Quantitative Management LLC | 13,865 | $4.90M | 0.7% | +6.6% | 0.002% | |
10/17/2024 | Well Done LLC | 1,614 | $0.57M | 0.1% | -4.3% | 0.000% | |
10/17/2024 | Professional Advisory Services Inc. | 64,717 | $22.88M | 3.0% | -5.8% | 0.010% | |
10/17/2024 | Howard Capital Management Group LLC | 111,171 | $39.30M | 2.8% | +0.1% | 0.018% | |
10/17/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 108,512 | $38.36M | 0.4% | +3.3% | 0.017% | |
10/17/2024 | Harbour Capital Advisors LLC | 4,614 | $1.68M | 0.4% | -1.7% | 0.001% | |
10/17/2024 | Bar Harbor Wealth Management | 14,170 | $5.01M | 0.3% | -3.5% | 0.002% | |
10/17/2024 | TruWealth Advisors LLC | 44,208 | $15.63M | 1.0% | +2.2% | 0.007% | |
10/17/2024 | Vista Investment Partners LLC | 13,228 | $4.68M | 1.5% | +0.3% | 0.002% | |
10/17/2024 | Drake & Associates LLC | 925 | $0.33M | 0.1% | +12.0% | 0.000% | |
10/16/2024 | Trust Co. of Vermont | 77,373 | $27.35M | 1.4% | +1.8% | 0.012% | |
10/16/2024 | Bleakley Financial Group LLC | 17,918 | $6.33M | 0.2% | -6.5% | 0.003% | |
10/16/2024 | Buffington Mohr McNeal | 1,750 | $0.62M | 0.1% | -28.2% | 0.000% | |
10/16/2024 | Armstrong Fleming & Moore Inc | 1,078 | $0.38M | 0.2% | +4.0% | 0.000% | |