5/14/2024 | Mattern Wealth Management LLC | 5,988 | $546K | 0.1% | +2.6% | 0.006% | |
5/14/2024 | Tiemann Investment Advisors LLC | 20,696 | $1.89M | 0.8% | -1.1% | 0.019% | |
5/13/2024 | Bessemer Group Inc. | 20,890 | $1.91M | 0.0% | -31.0% | 0.019% | |
5/13/2024 | Ameritas Investment Partners Inc. | 14,233 | $1.30M | 0.0% | -0.8% | 0.013% | |
5/11/2024 | Catalytic Wealth RIA LLC | 29,244 | $2.67M | 0.5% | N/A | 0.027% | |
5/10/2024 | Osaic Holdings Inc. | 257,331 | $23.48M | 0.1% | -28.1% | 0.239% | |
|
5/10/2024 | Rodgers & Associates LTD | 67,131 | $6.13M | 0.8% | -7.0% | 0.062% | |
5/10/2024 | TIAA Trust National Association | 12,206 | $1.11M | 0.0% | +20.9% | 0.011% | |
5/10/2024 | Broadview Financial Management LLC | 105,774 | $9.65M | 7.0% | -1.1% | 0.098% | |
5/10/2024 | Pinkerton Retirement Specialists LLC | 4,851 | $443K | 0.1% | -98.6% | 0.005% | |
5/10/2024 | Garrison Point Advisors LLC | 3,000 | $274K | 0.2% | -4.2% | 0.003% | |
5/10/2024 | Horizon Family Wealth Inc. | 13,155 | $1.20M | 0.9% | N/A | 0.012% | |
5/9/2024 | ProVise Management Group LLC | 8,064 | $736K | 0.1% | -76.7% | 0.008% | |
5/9/2024 | Blair William & Co. IL | 31,081 | $2.84M | 0.0% | +0.6% | 0.029% | |
5/9/2024 | Kingsview Wealth Management LLC | 17,478 | $1.60M | 0.0% | +4.3% | 0.016% | |
5/9/2024 | Condor Capital Management | 2,996 | $273K | 0.0% | -78.3% | 0.003% | |
5/9/2024 | Eagle Bay Advisors LLC | 3,133 | $286K | 0.2% | +10.8% | 0.003% | |
5/9/2024 | Dearborn Partners LLC | 10,471 | $955K | 0.0% | -3.2% | 0.010% | |
5/8/2024 | Foundation Wealth Management LLC | 19,994 | $1.83M | 1.5% | -6.4% | 0.019% | |
5/8/2024 | MAI Capital Management | 767,297 | $70.02M | 0.7% | +1.3% | 0.715% | |
5/8/2024 | Neumann Capital Management LLC | 42,340 | $3.86M | 1.4% | -1.1% | 0.039% | |
5/8/2024 | Avantax Advisory Services Inc. | 54,770 | $5.00M | 0.0% | -0.7% | 0.051% | |
5/8/2024 | US Bancorp DE | 149,207 | $13.62M | 0.0% | +19.4% | 0.139% | |
5/8/2024 | QRG Capital Management Inc. | 2,842 | $259K | 0.0% | -33.9% | 0.003% | |
5/8/2024 | Thoroughbred Financial Services LLC | 4,688 | $427K | 0.0% | +18.4% | 0.004% | |
5/7/2024 | Concurrent Investment Advisors LLC | 16,733 | $1.53M | 0.1% | -88.4% | 0.016% | |
5/7/2024 | Montag A & Associates Inc. | 3,348 | $306K | 0.0% | +31.8% | 0.003% | |
5/7/2024 | Allegheny Financial Group LTD | 17,125 | $1.56M | 0.5% | -1.7% | 0.016% | |
5/7/2024 | NTV Asset Management LLC | 15,120 | $1.38M | 0.2% | -10.2% | 0.014% | |
5/7/2024 | Highland Capital Management LLC | 5,154 | $470K | 0.0% | +5.6% | 0.005% | |
5/7/2024 | Oppenheimer & Co. Inc. | 28,628 | $2.61M | 0.0% | +1.4% | 0.027% | |
5/7/2024 | Wealthspire Advisors LLC | 17,448 | $1.59M | 0.0% | -1.0% | 0.016% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 54,654 | $4.99M | 0.0% | -36.5% | 0.051% | |
5/6/2024 | TFG Advisers LLC | 2,368 | $216K | 0.1% | N/A | 0.002% | |
5/4/2024 | 9258 Wealth Management LLC | 44,925 | $4.10M | 0.6% | -2.6% | 0.042% | |
5/3/2024 | STAR Financial Bank | 21,146 | $1.93M | 1.6% | +1.1% | 0.020% | |
5/3/2024 | Rehmann Capital Advisory Group | 20,703 | $1.89M | 0.1% | -6.9% | 0.019% | |
5/3/2024 | Etfidea LLC | 117,087 | $10.68M | 3.6% | +0.2% | 0.109% | |
5/3/2024 | Liberty Wealth Management LLC | 2,281 | $208K | 0.0% | -16.6% | 0.002% | |
5/2/2024 | Salomon & Ludwin LLC | 308,209 | $28.12M | 2.4% | -1.7% | 0.287% | |
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5/2/2024 | Financial Counselors Inc. | 34,360 | $3.14M | 0.1% | -0.4% | 0.032% | |
5/2/2024 | Peregrine Asset Advisers Inc. | 18,837 | $1.72M | 0.7% | -1.4% | 0.018% | |
5/2/2024 | Centerpoint Advisors LLC | 75,450 | $6.89M | 2.6% | -2.9% | 0.070% | |
5/2/2024 | Graypoint LLC | 11,311 | $1.03M | 0.1% | -17.7% | 0.011% | |
5/2/2024 | Quent Capital LLC | 860 | $78K | 0.0% | N/A | 0.001% | |
5/2/2024 | GSB Wealth Management LLC | 14,098 | $1.29M | 0.4% | -38.3% | 0.013% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 81,312 | $7.42M | 0.4% | -2.4% | 0.076% | |
5/2/2024 | Goelzer Investment Management Inc. | 79,246 | $7.23M | 0.4% | -1.7% | 0.074% | |
5/2/2024 | CNB Bank | 2,737 | $250K | 0.1% | +10.1% | 0.003% | |
5/2/2024 | Family Firm Inc. | 14,421 | $1.32M | 0.3% | -2.4% | 0.013% | |
5/2/2024 | Darrow Company Inc. | 21,650 | $1.98M | 1.3% | -19.2% | 0.020% | |
5/2/2024 | Hanlon Investment Management Inc. | 6,940 | $633K | 0.2% | -5.3% | 0.006% | |
5/1/2024 | GLOBALT Investments LLC GA | 2,853 | $260K | 0.0% | -10.6% | 0.003% | |
5/1/2024 | Smith Shellnut Wilson LLC ADV | 33,972 | $3.10M | 1.6% | -3.1% | 0.032% | |
5/1/2024 | 1834 Investment Advisors Co. | 241,242 | $22.01M | 2.6% | -13.2% | 0.225% | |
5/1/2024 | CWS Financial Advisors LLC | 2,263 | $206K | 0.1% | N/A | 0.002% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 3,198 | $292K | 0.0% | -5.2% | 0.003% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 866 | $79K | 0.0% | +35.5% | 0.001% | |
5/1/2024 | Mission Wealth Management LP | 6,317 | $576K | 0.0% | +14.4% | 0.006% | |
4/30/2024 | Private Advisor Group LLC | 90,169 | $8.23M | 0.1% | -1.6% | 0.084% | |
4/30/2024 | J.W. Cole Advisors Inc. | 18,533 | $1.69M | 0.1% | +41.3% | 0.017% | |
4/30/2024 | Hartline Investment Corp | 3,475 | $317K | 0.1% | N/A | 0.003% | |
4/30/2024 | Fortis Group Advisors LLC | 500 | $46K | 0.0% | -50.0% | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 57,702 | $5.27M | 0.1% | +5.4% | 0.054% | |
4/30/2024 | SpiderRock Advisors LLC | 2,472 | $217K | 0.0% | N/A | 0.002% | |
4/30/2024 | Vance Wealth Inc. | 28,383 | $2.59M | 1.0% | -4.4% | 0.026% | |
4/30/2024 | Joel Isaacson & Co. LLC | 479,510 | $43.76M | 2.4% | +2.0% | 0.447% | |
4/30/2024 | Perigon Wealth Management LLC | 11,472 | $1.05M | 0.0% | +1.4% | 0.011% | |
4/30/2024 | Mayflower Financial Advisors LLC | 4,050 | $370K | 0.0% | +11.8% | 0.004% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 4,622 | $422K | 0.3% | +7.6% | 0.004% | |
4/29/2024 | Commonwealth Equity Services LLC | 733,318 | $66.92M | 0.1% | -11.9% | 0.683% | |
4/29/2024 | Greenleaf Trust | 87,450 | $7.98M | 0.1% | -5.7% | 0.082% | |
4/26/2024 | UMB Bank n.a. | 41,815 | $3.82M | 0.1% | -2.5% | 0.039% | |
4/26/2024 | Advisors Management Group Inc. ADV | 2,672 | $244K | 0.1% | -20.7% | 0.002% | |
4/26/2024 | Highview Capital Management LLC DE | 3,384 | $309K | 0.1% | +11.5% | 0.003% | |
4/26/2024 | JNBA Financial Advisors | 78,320 | $7.15M | 0.8% | -3.4% | 0.073% | |
4/26/2024 | YHB Investment Advisors Inc. | 13,837 | $1.26M | 0.1% | -8.4% | 0.013% | |
4/26/2024 | Clear Creek Financial Management LLC | 121,362 | $11.07M | 1.4% | -27.2% | 0.113% | |
4/26/2024 | First Personal Financial Services | 81,470 | $7.43M | 1.7% | -2.4% | 0.076% | |
4/26/2024 | MONECO Advisors LLC | 17,215 | $1.57M | 0.3% | +10.7% | 0.016% | |
4/26/2024 | TI Trust Inc. | 5,854 | $534K | 0.4% | N/A | 0.005% | |
4/26/2024 | Tritonpoint Wealth LLC | 50,841 | $4.64M | 0.5% | +4.3% | 0.047% | |
4/26/2024 | Meridian Wealth Management LLC | 13,847 | $1.26M | 0.2% | -7.4% | 0.013% | |
4/25/2024 | Bridges Investment Management Inc. | 5,536 | $505K | 0.0% | +9.9% | 0.005% | |
4/25/2024 | Oldfather Financial Services LLC | 71,022 | $6.48M | 2.7% | +2.1% | 0.066% | |
4/25/2024 | HTLF Bank | 3,133 | $286K | 0.0% | -5.4% | 0.003% | |
4/25/2024 | Argus Investors Counsel Inc. | 3,200 | $292K | 0.2% | N/A | 0.003% | |
4/25/2024 | Christopher J. Hasenberg Inc | 325,177 | $29.67M | 14.6% | N/A | 0.303% | |
4/25/2024 | Intergy Private Wealth LLC | 2,356 | $215K | 0.1% | N/A | 0.002% | |
4/24/2024 | Private Trust Co. NA | 15,414 | $1.41M | 0.2% | -3.9% | 0.014% | |
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4/24/2024 | HMS Capital Management LLC | 9,271 | $846K | 0.5% | -21.8% | 0.009% | |
4/24/2024 | Sightline Wealth Advisors LLC | 2,328 | $212K | 0.1% | N/A | 0.002% | |
4/24/2024 | SOL Capital Management CO | 8,071 | $736K | 0.1% | -5.3% | 0.008% | |
4/24/2024 | Smith Anglin Financial LLC | 8,074 | $737K | 0.1% | -28.6% | 0.008% | |
4/24/2024 | Simplicity Wealth LLC | 5,634 | $514K | 0.0% | N/A | 0.005% | |
4/24/2024 | Spire Wealth Management | 27,393 | $2.50M | 0.1% | +1.1% | 0.026% | |
4/23/2024 | Platte River Wealth Advisors LLC | 22,971 | $2.10M | 0.6% | -5.6% | 0.021% | |
4/23/2024 | Global Retirement Partners LLC | 40,874 | $3.73M | 0.1% | +22.1% | 0.038% | |
4/23/2024 | WASHINGTON TRUST Co | 680 | $62K | 0.0% | -37.0% | 0.001% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 10,216 | $932K | 0.1% | +4.4% | 0.010% | |