4/25/2024 | MTM Investment Management LLC | 1,017 | $75K | 0.0% | N/A | 0.000% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 230,935 | $17.14M | 3.4% | -0.4% | 0.015% | |
4/25/2024 | Aaron Wealth Advisors LLC | 941,367 | $69.87M | 10.0% | -3.8% | 0.060% | |
4/25/2024 | Valeo Financial Advisors LLC | 422,498 | $30.49M | 1.0% | +6.4% | 0.027% | |
4/25/2024 | Eudaimonia Advisors LLC | 2,836 | $210K | 0.1% | -12.9% | 0.000% | |
4/25/2024 | Olistico Wealth LLC | 11,861 | $880K | 0.6% | -9.5% | 0.001% | |
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4/25/2024 | Long Run Wealth Advisors LLC | 300,936 | $22.34M | 5.9% | +4.8% | 0.019% | |
4/25/2024 | Telos Capital Management Inc. | 72,350 | $5.37M | 0.6% | -1.0% | 0.005% | |
4/25/2024 | Summit Financial LLC | 56,009 | $4.16M | 0.2% | -26.5% | 0.004% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,118,535 | $83.02M | 0.3% | +12.7% | 0.072% | |
4/25/2024 | Christopher J. Hasenberg Inc | 2,687 | $199K | 0.1% | N/A | 0.000% | |
4/24/2024 | Private Trust Co. NA | 81,098 | $6.02M | 0.7% | +2.9% | 0.005% | |
4/24/2024 | Leavell Investment Management Inc. | 38,307 | $2.84M | 0.2% | -4.9% | 0.002% | |
4/24/2024 | PSI Advisors LLC | 2,377 | $176K | 0.1% | +19.1% | 0.000% | |
4/24/2024 | Patton Albertson Miller Group LLC | 45,990 | $3.41M | 0.5% | -14.3% | 0.003% | |
4/24/2024 | CENTRAL TRUST Co | 160,685 | $11.93M | 0.3% | -2.5% | 0.010% | |
4/24/2024 | 4Thought Financial Group Inc. | 35,290 | $2.62M | 1.7% | +88.8% | 0.002% | |
4/24/2024 | Berkshire Bank | 312,320 | $23.18M | 5.8% | +2.3% | 0.020% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 2,088 | $155K | 0.1% | -35.7% | 0.000% | |
4/24/2024 | Pegasus Partners Ltd. | 94,496 | $7.01M | 0.7% | -1.1% | 0.006% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 1,329 | $99K | 0.0% | -72.6% | 0.000% | |
4/24/2024 | Acorn Creek Capital LLC | 86,367 | $6.41M | 4.0% | +4.2% | 0.006% | |
4/24/2024 | Zullo Investment Group Inc. | 3,676 | $273K | 0.1% | -9.7% | 0.000% | |
4/24/2024 | Round Rock Advisors LLC | 9,964 | $740K | 0.2% | +3.2% | 0.001% | |
4/24/2024 | SOL Capital Management CO | 26,454 | $1.96M | 0.2% | +19.1% | 0.002% | |
4/24/2024 | Simplicity Wealth LLC | 99,629 | $7.39M | 0.2% | N/A | 0.006% | |
4/24/2024 | Archford Capital Strategies LLC | 312,678 | $23.21M | 3.9% | +4.7% | 0.020% | |
4/24/2024 | NBT Bank N A NY | 118,781 | $8.82M | 0.6% | -3.5% | 0.008% | |
4/24/2024 | Wells Trecaso Financial Group LLC | 108,967 | $8.09M | 2.9% | +496.2% | 0.007% | |
4/24/2024 | Spire Wealth Management | 262,304 | $19.47M | 0.8% | +1.6% | 0.017% | |
4/24/2024 | Essex Financial Services Inc. | 8,968 | $666K | 0.1% | -4.9% | 0.001% | |
4/24/2024 | Bar Harbor Wealth Management | 5,606 | $416K | 0.0% | +44.0% | 0.000% | |
4/23/2024 | Bell Bank | 3,143,109 | $233.28M | 20.1% | +2.5% | 0.201% | |
4/23/2024 | Charter Oak Capital Management LLC | 14,665 | $1.09M | 0.1% | +14.9% | 0.001% | |
4/23/2024 | Iowa State Bank | 295,793 | $21.95M | 4.9% | +6.2% | 0.019% | |
4/23/2024 | James J. Burns & Company LLC | 50,124 | $3.68M | 1.3% | -46.5% | 0.003% | |
4/23/2024 | Busey Bank | 15,700 | $1.17M | 0.0% | -17.8% | 0.001% | |
4/23/2024 | BSW Wealth Partners | 236,131 | $17.53M | 3.0% | -33.1% | 0.015% | |
4/23/2024 | Global Retirement Partners LLC | 305,893 | $22.70M | 0.8% | +2.5% | 0.020% | |
4/23/2024 | Arbor Investment Advisors LLC | 142,667 | $10.59M | 1.6% | -6.2% | 0.009% | |
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4/23/2024 | Twin Peaks Wealth Advisors LLC | 3,536 | $262K | 0.1% | -31.8% | 0.000% | |
4/23/2024 | Satovsky Asset Management LLC | 4,420 | $328K | 0.1% | +5.4% | 0.000% | |
4/23/2024 | Morton Brown Family Wealth LLC | 35,216 | $2.61M | 1.1% | -2.3% | 0.002% | |
4/23/2024 | Olympus Wealth Management LLC | 558,119 | $41.42M | 24.6% | -18.1% | 0.036% | |
4/23/2024 | WASHINGTON TRUST Co | 280,422 | $20.81M | 0.8% | +12.3% | 0.018% | |
4/23/2024 | Canvas Wealth Advisors LLC | 40,360 | $2.86M | 0.9% | +6.0% | 0.003% | |
4/23/2024 | Venturi Wealth Management LLC | 960,534 | $71.29M | 4.6% | +0.2% | 0.062% | |
4/23/2024 | Rational Advisors LLC | 15,264 | $1.13M | 0.1% | N/A | 0.001% | |
4/23/2024 | Live Oak Private Wealth LLC | 6,634 | $492K | 0.1% | +9.2% | 0.000% | |
4/23/2024 | Community Financial Services Group LLC | 7,363 | $546K | 0.1% | N/A | 0.000% | |
4/23/2024 | Oak Harbor Wealth Partners LLC | 148,251 | $11.00M | 3.4% | +6.6% | 0.010% | |
4/23/2024 | Legacy Trust | 39,460 | $2.93M | 0.7% | +0.8% | 0.003% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 68,083 | $5.05M | 0.4% | +34.8% | 0.004% | |
4/23/2024 | Gradient Investments LLC | 896 | $67K | 0.0% | -19.1% | 0.000% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 3,014 | $224K | 0.0% | -60.6% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 2,669,645 | $198.14M | 0.8% | -2.4% | 0.171% | |
4/23/2024 | Wesbanco Bank Inc. | 33,483 | $2.49M | 0.1% | +50.7% | 0.002% | |
4/23/2024 | McAdam LLC | 180,774 | $13.42M | 0.9% | -3.2% | 0.012% | |
4/23/2024 | Regatta Capital Group LLC | 8,225 | $610K | 0.1% | -13.6% | 0.001% | |
4/23/2024 | Strategic Blueprint LLC | 19,839 | $1.47M | 0.1% | +11.6% | 0.001% | |
4/23/2024 | Accurate Wealth Management LLC | 40,759 | $2.89M | 0.8% | -2.2% | 0.003% | |
4/23/2024 | OxenFree Capital LLC | 38,147 | $2.83M | 2.6% | +7.7% | 0.002% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 6,519,657 | $483.89M | 0.7% | -3.9% | 0.418% | |
4/23/2024 | Stonegate Investment Group LLC | 28,465 | $2.11M | 0.1% | +4.7% | 0.002% | |
4/23/2024 | Sutton Place Investors LLC | 12,283 | $912K | 0.5% | +7.2% | 0.001% | |
4/23/2024 | Sapient Capital LLC | 12,695 | $942K | 0.0% | -3.1% | 0.001% | |
4/23/2024 | Gray Private Wealth LLC | 3,847 | $286K | 0.2% | N/A | 0.000% | |
4/22/2024 | Strategic Financial Concepts LLC | 11,788 | $875K | 0.2% | +188.4% | 0.001% | |
4/22/2024 | Confluence Wealth Services Inc. | 55,068 | $4.09M | 0.4% | -4.1% | 0.004% | |
4/22/2024 | Cahaba Wealth Management Inc. | 76,424 | $5.67M | 0.5% | -0.9% | 0.005% | |
4/22/2024 | Rovin Capital UT ADV | 87,798 | $6.52M | 2.7% | +13.7% | 0.006% | |
4/22/2024 | Invera Wealth Advisors LLC | 58,395 | $4.13M | 3.4% | +3.0% | 0.004% | |
4/22/2024 | Nilsine Partners LLC | 23,193 | $1.72M | 0.2% | -2.9% | 0.001% | |
4/22/2024 | PFG Investments LLC | 17,979 | $1.33M | 0.1% | +143.8% | 0.001% | |
4/22/2024 | Rockwood Wealth Management LLC | 17,263 | $1.28M | 0.2% | +18.8% | 0.001% | |
4/22/2024 | Altfest L J & Co. Inc. | 17,752 | $1.32M | 0.2% | +14.3% | 0.001% | |
4/22/2024 | Parsons Capital Management Inc. RI | 29,424 | $2.18M | 0.1% | -0.7% | 0.002% | |
4/22/2024 | CKW Financial Group | 2,056,465 | $151.95M | 19.8% | +17.8% | 0.132% | |
4/22/2024 | Outlook Wealth Advisors LLC | 76,729 | $5.70M | 1.8% | +7.8% | 0.005% | |
4/22/2024 | Raymond James & Associates | 29,384,292 | $2.18B | 1.5% | -0.5% | 1.884% | |
4/22/2024 | Waycross Investment Management Co | 8,525 | $633K | 0.6% | N/A | 0.001% | |
4/22/2024 | MBL Wealth LLC | 274,684 | $20.39M | 2.3% | +1.8% | 0.018% | |
4/22/2024 | New Perspectives Inc | 308,091 | $22.87M | 12.7% | N/A | 0.020% | |
4/22/2024 | Professional Advisory Services Inc. | 282,066 | $20.94M | 2.8% | +0.6% | 0.018% | |
4/22/2024 | Strategies Wealth Advisors LLC | 530,028 | $39.34M | 6.1% | -2.9% | 0.034% | |
4/22/2024 | Edge Financial Advisors LLC | 14,486 | $1.08M | 0.9% | N/A | 0.001% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 91,218 | $6.77M | 0.4% | +7.7% | 0.006% | |
4/20/2024 | KWB Wealth | 8,199 | $609K | 0.1% | +10.3% | 0.001% | |
4/20/2024 | Dean Jacobson Financial Services LLC | 318,561 | $23.64M | 19.2% | +0.5% | 0.020% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 237,954 | $17.66M | 0.4% | -6.7% | 0.015% | |
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4/19/2024 | Horizon Bancorp Inc. IN | 101,799 | $7.56M | 3.6% | +9.7% | 0.007% | |
4/19/2024 | GenTrust LLC | 3,273 | $243K | 0.0% | N/A | 0.000% | |
4/19/2024 | Veracity Capital LLC | 36,013 | $2.67M | 1.0% | +14.7% | 0.002% | |
4/19/2024 | Willis Johnson & Associates Inc. | 6,100 | $453K | 0.0% | +8.6% | 0.000% | |
4/19/2024 | American National Bank & Trust Co. VA | 6,294 | $467K | 0.1% | N/A | 0.000% | |
4/19/2024 | Tran Capital Management L.P. | 5,400 | $401K | 0.0% | N/A | 0.000% | |
4/19/2024 | Financial Perspectives Inc | 4,234 | $314K | 0.1% | +24.0% | 0.000% | |
4/19/2024 | RTD Financial Advisors Inc. | 5,714 | $424K | 0.1% | -8.8% | 0.000% | |
4/19/2024 | ZRC Wealth Management LLC | 7,264 | $537K | 0.3% | -4.4% | 0.000% | |
4/19/2024 | Veery Capital LLC | 157,449 | $11.69M | 4.8% | -2.0% | 0.010% | |