4/26/2024 | First National Trust Co | 13,968 | $1.01M | 0.0% | +223.3% | 0.001% | |
4/26/2024 | Sage Rhino Capital LLC | 94,338 | $6.85M | 1.6% | +7.0% | 0.006% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 169,821 | $12.33M | 0.8% | -7.1% | 0.012% | |
4/26/2024 | Clear Creek Financial Management LLC | 32,002 | $2.32M | 0.3% | -3.4% | 0.002% | |
4/26/2024 | First Personal Financial Services | 35,259 | $2.56M | 0.6% | -3.0% | 0.002% | |
4/26/2024 | Chicago Partners Investment Group LLC | 138,040 | $9.79M | 0.4% | +35.6% | 0.009% | |
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4/26/2024 | Mesirow Financial Investment Management Inc. | 40,473 | $2.94M | 0.1% | N/A | 0.003% | |
4/26/2024 | Carr Financial Group Corp | 291,727 | $21.19M | 7.0% | -13.3% | 0.020% | |
4/26/2024 | MONECO Advisors LLC | 16,706 | $1.21M | 0.2% | -1.5% | 0.001% | |
4/26/2024 | Verdence Capital Advisors LLC | 5,310 | $386K | 0.0% | -15.8% | 0.000% | |
4/26/2024 | Financial Insights Inc. | 21,181 | $1.54M | 0.4% | -8.2% | 0.001% | |
4/26/2024 | Bogart Wealth LLC | 1,628,842 | $118.30M | 6.0% | +9.0% | 0.111% | |
4/25/2024 | Allworth Financial LP | 16,564,654 | $1.20B | 8.5% | +5.3% | 1.126% | |
4/25/2024 | Bear Mountain Capital Inc. | 195,567 | $13.86M | 6.0% | +0.4% | 0.013% | |
4/25/2024 | Values Added Financial LLC | 98,438 | $7.15M | 5.6% | -4.0% | 0.007% | |
4/25/2024 | Human Investing LLC | 51,360 | $3.73M | 0.7% | -1.8% | 0.003% | |
4/25/2024 | Financial Architects LLC | 187,615 | $13.63M | 9.4% | +13.9% | 0.013% | |
4/25/2024 | Bank of New York Mellon Corp | 6,867,158 | $498.76M | 0.1% | +19.9% | 0.467% | |
4/25/2024 | Strategy Asset Managers LLC | 9,683 | $703K | 0.2% | -3.3% | 0.001% | |
4/25/2024 | Capital Investment Advisory Services LLC | 670 | $49K | 0.0% | -82.1% | 0.000% | |
4/25/2024 | Oldfather Financial Services LLC | 7,550 | $548K | 0.2% | +4.6% | 0.001% | |
4/25/2024 | HTLF Bank | 179,226 | $13.02M | 1.5% | +6.4% | 0.012% | |
4/25/2024 | Triumph Capital Management | 92,514 | $6.67M | 2.7% | +19.9% | 0.006% | |
4/25/2024 | L.M. Kohn & Company | 4,688 | $340K | 0.1% | +17.7% | 0.000% | |
4/25/2024 | Valeo Financial Advisors LLC | 48,409 | $3.43M | 0.1% | +66.6% | 0.003% | |
4/25/2024 | Signify Wealth | 3,316 | $241K | 0.4% | N/A | 0.000% | |
4/25/2024 | Summit Financial LLC | 37,080 | $2.69M | 0.2% | -33.8% | 0.003% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 2,612,434 | $189.74M | 0.7% | +15.5% | 0.178% | |
4/25/2024 | Gordian Advisors LLC | 27,229 | $1.98M | 1.8% | +0.7% | 0.002% | |
4/24/2024 | Private Trust Co. NA | 22,504 | $1.63M | 0.2% | -52.1% | 0.002% | |
4/24/2024 | Leavell Investment Management Inc. | 196,229 | $14.25M | 0.8% | +3.1% | 0.013% | |
4/24/2024 | Zhang Financial LLC | 294,642 | $21.40M | 1.6% | +2.6% | 0.020% | |
4/24/2024 | Activest Wealth Management | 1,879 | $136K | 0.1% | N/A | 0.000% | |
4/24/2024 | Berkshire Bank | 3,279 | $238K | 0.1% | -17.3% | 0.000% | |
4/24/2024 | Oceanside Advisors LLC | 93,015 | $6.76M | 5.6% | +1.5% | 0.006% | |
4/24/2024 | Tenret Co LLC | 21,004 | $1.53M | 1.1% | +2.6% | 0.001% | |
4/24/2024 | Greenspring Advisors LLC | 73,072 | $5.31M | 1.3% | +7.4% | 0.005% | |
4/24/2024 | Pitti Group Wealth Management LLC | 3,751 | $266K | 0.3% | +4.8% | 0.000% | |
4/24/2024 | Sightline Wealth Advisors LLC | 153,941 | $11.18M | 7.4% | +45.7% | 0.010% | |
4/24/2024 | SOL Capital Management CO | 102,410 | $7.44M | 0.9% | +7.8% | 0.007% | |
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4/24/2024 | Simplicity Wealth LLC | 92,233 | $6.70M | 0.2% | +1,874.2% | 0.006% | |
4/24/2024 | Archford Capital Strategies LLC | 410,913 | $29.85M | 5.0% | +10.9% | 0.028% | |
4/24/2024 | NBT Bank N A NY | 16,576 | $1.20M | 0.1% | -24.0% | 0.001% | |
4/24/2024 | Spire Wealth Management | 112,350 | $8.16M | 0.3% | -23.5% | 0.008% | |
4/24/2024 | First Pacific Financial | 1,754 | $127K | 0.0% | -39.3% | 0.000% | |
4/24/2024 | Gemmer Asset Management LLC | 13,869 | $1.01M | 0.1% | N/A | 0.001% | |
4/24/2024 | Essex Financial Services Inc. | 2,869 | $208K | 0.0% | -15.0% | 0.000% | |
4/24/2024 | H&H Retirement Design & Management INC | 20,641 | $1.46M | 1.0% | -12.8% | 0.001% | |
4/23/2024 | Charter Oak Capital Management LLC | 317,240 | $23.04M | 2.5% | +1.8% | 0.022% | |
4/23/2024 | Triad Wealth Partners LLC | 205,353 | $14.92M | 11.4% | N/A | 0.014% | |
4/23/2024 | Bfsg LLC | 95,903 | $6.97M | 0.9% | +16.8% | 0.007% | |
4/23/2024 | Global Retirement Partners LLC | 120,389 | $8.74M | 0.3% | -64.2% | 0.008% | |
4/23/2024 | Arbor Investment Advisors LLC | 128,255 | $9.32M | 1.4% | +12.2% | 0.009% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 4,724 | $343K | 0.2% | -37.0% | 0.000% | |
4/23/2024 | Sweet Financial Partners LLC | 4,208 | $306K | 0.1% | -24.6% | 0.000% | |
4/23/2024 | Creative Capital Management Investments LLC | 577 | $42K | 0.0% | N/A | 0.000% | |
4/23/2024 | Wealth Advisory Solutions LLC | 34,543 | $2.51M | 0.6% | +8.8% | 0.002% | |
4/23/2024 | Rational Advisors LLC | 1,313,739 | $95.42M | 8.8% | N/A | 0.089% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 16,206 | $1.18M | 0.1% | -4.6% | 0.001% | |
4/23/2024 | Tyche Wealth Partners LLC | 3,092 | $225K | 0.1% | -25.0% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 116,391 | $8.45M | 0.0% | -6.6% | 0.008% | |
4/23/2024 | Wesbanco Bank Inc. | 202,959 | $14.74M | 0.6% | +5.4% | 0.014% | |
4/23/2024 | Summit Trail Advisors LLC | 734,570 | $53.35M | 1.4% | +18.4% | 0.050% | |
4/23/2024 | Warner Financial Inc. | 28,320 | $2.06M | 1.0% | +15.0% | 0.002% | |
4/23/2024 | Applied Capital LLC | 53,540 | $3.89M | 2.3% | -39.5% | 0.004% | |
4/23/2024 | Duncker Streett & Co. Inc. | 4,937 | $359K | 0.1% | -6.0% | 0.000% | |
4/23/2024 | Accurate Wealth Management LLC | 6,520 | $462K | 0.1% | -44.2% | 0.000% | |
4/23/2024 | Genesee Capital Advisors LLC | 4,879 | $354K | 0.2% | -9.5% | 0.000% | |
4/23/2024 | Rebalance LLC | 166,517 | $12.09M | 1.0% | +7.0% | 0.011% | |
4/23/2024 | Wealth Effects LLC | 5,730 | $416K | 0.2% | +9.5% | 0.000% | |
4/23/2024 | Hanson & Doremus Investment Management | 12,575 | $913K | 0.1% | -53.6% | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 2,988,895 | $217.08M | 0.3% | +10.2% | 0.203% | |
4/23/2024 | Stonegate Investment Group LLC | 7,876 | $572K | 0.0% | N/A | 0.001% | |
4/22/2024 | Bristlecone Advisors LLC | 156,260 | $11.35M | 1.0% | +144.8% | 0.011% | |
4/22/2024 | Strategic Financial Concepts LLC | 45,165 | $3.28M | 0.8% | +101.8% | 0.003% | |
4/22/2024 | Corrigan Financial Inc. | 338,366 | $24.58M | 6.3% | +7.2% | 0.023% | |
4/22/2024 | Pacific Life Fund Advisors LLC | 1,108,638 | $80.52M | 7.9% | -0.6% | 0.075% | |
4/22/2024 | Bay Rivers Group | 60,594 | $4.40M | 2.4% | +67.2% | 0.004% | |
4/22/2024 | Greystone Financial Group LLC | 5,489 | $399K | 0.1% | N/A | 0.000% | |
4/22/2024 | PFG Investments LLC | 16,170 | $1.17M | 0.1% | +50.4% | 0.001% | |
4/22/2024 | Sterling Investment Management LLC | 107,467 | $7.81M | 5.5% | -2.0% | 0.007% | |
4/22/2024 | Oakworth Capital Inc. | 1,553,678 | $112.84M | 8.5% | +4.3% | 0.106% | |
4/22/2024 | Raymond James & Associates | 1,913,614 | $138.99M | 0.1% | +12.1% | 0.130% | |
4/22/2024 | Stegner Investment Associates Inc. | 5,284 | $384K | 0.3% | +6.4% | 0.000% | |
4/22/2024 | Rainey & Randall Investment Management Inc. | 685,378 | $49.78M | 11.6% | +0.7% | 0.047% | |
4/22/2024 | BTS Asset Management Inc. | 14,963 | $1.09M | 0.9% | -33.3% | 0.001% | |
4/22/2024 | Strategies Wealth Advisors LLC | 373,653 | $27.14M | 4.2% | +3.5% | 0.025% | |
4/22/2024 | Hendershot Investments Inc. | 12,043 | $875K | 0.1% | -28.7% | 0.001% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 11,802 | $857K | 0.0% | +40.5% | 0.001% | |
4/22/2024 | Trellis Wealth Advisors LLC | 90,442 | $6.57M | 3.7% | +8.5% | 0.006% | |
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4/22/2024 | Edge Financial Advisors LLC | 5,311 | $386K | 0.3% | N/A | 0.000% | |
4/22/2024 | Strategic Financial Planning Inc. | 12,200 | $886K | 0.7% | -20.7% | 0.001% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 7,799 | $566K | 0.0% | -20.7% | 0.001% | |
4/19/2024 | Horizon Bancorp Inc. IN | 835,058 | $60.65M | 28.9% | -12.5% | 0.057% | |
4/19/2024 | GenTrust LLC | 745,592 | $54.15M | 3.3% | +33.4% | 0.051% | |
4/19/2024 | Whelan Financial | 190,448 | $13.83M | 6.3% | -9.6% | 0.013% | |
4/19/2024 | Fort Henry Capital LLC | 14,979 | $1.09M | 0.8% | +15.1% | 0.001% | |
4/19/2024 | Retirement Guys Formula LLC | 25,493 | $1.85M | 0.9% | N/A | 0.002% | |
4/19/2024 | Powers Advisory Group LLC | 85,839 | $6.24M | 3.6% | +8.2% | 0.006% | |
4/19/2024 | RTD Financial Advisors Inc. | 678,348 | $49.27M | 6.6% | -0.5% | 0.046% | |