7/26/2024 | Atomi Financial Group Inc. | 5,304 | $424K | 0.0% | +85.9% | 0.001% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 258,407 | $20.65M | 0.1% | -14.9% | 0.045% | |
7/26/2024 | Dearborn Partners LLC | 23,052 | $1.84M | 0.1% | -7.3% | 0.004% | |
7/26/2024 | Cordant Inc. | 153,054 | $12.23M | 6.8% | +2.1% | 0.026% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 34,235 | $2.74M | 0.1% | N/A | 0.006% | |
7/26/2024 | Bank of New York Mellon Corp | 1,705,190 | $136.30M | 0.0% | +4.6% | 0.295% | |
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7/26/2024 | Van Strum & Towne Inc. | 74,808 | $5.98M | 2.2% | -0.2% | 0.013% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 85,189 | $6.90M | 3.0% | +13.9% | 0.015% | |
7/25/2024 | Sigma Investment Counselors Inc. | 106,847 | $8.54M | 0.4% | +3.0% | 0.018% | |
7/25/2024 | Dodds Wealth LLC | 537,440 | $43.21M | 16.9% | +3.3% | 0.093% | |
7/25/2024 | AMI Investment Management Inc. | 49,837 | $3.98M | 1.4% | -2.5% | 0.009% | |
7/25/2024 | Independence Bank of Kentucky | 16,866 | $1.35M | 0.4% | -2.6% | 0.003% | |
7/25/2024 | Aries Wealth Management | 13,311 | $1.06M | 0.3% | +38.5% | 0.002% | |
7/25/2024 | Wooster Corthell Wealth Management Inc. | 156,179 | $12.48M | 2.8% | +1.0% | 0.027% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 8,501 | $679K | 0.1% | +12.4% | 0.001% | |
7/25/2024 | Yeomans Consulting Group Inc. | 36,901 | $2.95M | 1.1% | -3.0% | 0.006% | |
7/25/2024 | Shelter Ins Retirement Plan | 10,917 | $873K | 0.2% | N/A | 0.002% | |
7/25/2024 | RPS Advisory Solutions LLC | 3,616 | $289K | 0.3% | N/A | 0.001% | |
7/25/2024 | Latigo Investments LLC | 110,787 | $8.86M | 4.5% | +0.5% | 0.019% | |
7/25/2024 | Pictet North America Advisors SA | 42,893 | $3.43M | 0.4% | -6.1% | 0.007% | |
7/25/2024 | Bank of Stockton | 3,356 | $268K | 0.1% | N/A | 0.001% | |
7/24/2024 | EdgeRock Capital LLC | 995 | $80K | 0.1% | N/A | 0.000% | |
7/24/2024 | Transcendent Capital Group LLC | 44,799 | $3.58M | 2.1% | +0.7% | 0.008% | |
7/24/2024 | Family CFO Inc | 91,517 | $7.32M | 4.5% | +4.3% | 0.016% | |
7/24/2024 | Strategic Financial Partners Ltd. | 40,109 | $3.21M | 1.8% | -7.2% | 0.007% | |
7/24/2024 | Lebenthal Global Advisors LLC | 474,682 | $37.94M | 8.3% | -4.3% | 0.082% | |
7/24/2024 | Charter Oak Capital Management LLC | 2,718 | $217K | 0.0% | N/A | 0.000% | |
7/24/2024 | Better Money Decisions LLC | 40,539 | $3.24M | 2.4% | +7.9% | 0.007% | |
7/24/2024 | American Financial Advisors LLC | 350,950 | $28.05M | 4.0% | +30.2% | 0.061% | |
7/24/2024 | Powers Advisory Group LLC | 72,069 | $5.76M | 3.1% | +16.1% | 0.012% | |
7/24/2024 | Cornerstone Wealth Group LLC | 21,656 | $1.73M | 0.2% | +12.6% | 0.004% | |
7/24/2024 | Farrell Financial LLC | 58,358 | $4.67M | 3.6% | +13.4% | 0.010% | |
7/24/2024 | My Legacy Advisors LLC | 9,653 | $772K | 0.2% | N/A | 0.002% | |
7/24/2024 | Unique Wealth Strategies LLC | 1,438 | $116K | 0.1% | N/A | 0.000% | |
7/24/2024 | &PARTNERS | 43,622 | $3.49M | 0.2% | N/A | 0.008% | |
7/23/2024 | Harbour Trust & Investment Management Co | 4,209 | $336K | 0.0% | N/A | 0.001% | |
7/23/2024 | American National Bank | 471 | $38K | 0.0% | +70.7% | 0.000% | |
7/23/2024 | Fortis Capital Management LLC | 115,904 | $9.26M | 2.0% | +0.7% | 0.020% | |
7/23/2024 | Perennial Advisors LLC | 39,028 | $3.12M | 0.7% | +1.6% | 0.007% | |
7/23/2024 | Security Financial Services INC. | 11,538 | $922K | 0.2% | -42.0% | 0.002% | |
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7/23/2024 | Vicus Capital | 20,354 | $1.63M | 0.1% | -1.6% | 0.004% | |
7/23/2024 | Essex LLC | 463,465 | $37.05M | 8.3% | +30.5% | 0.080% | |
7/23/2024 | Bank Hapoalim BM | 50,401 | $4.03M | 0.6% | +0.5% | 0.009% | |
7/23/2024 | Elser Financial Planning Inc | 7,139 | $571K | 0.1% | N/A | 0.001% | |
7/23/2024 | Diversified Portfolios Inc. | 22,869 | $1.83M | 0.2% | -13.5% | 0.004% | |
7/23/2024 | XML Financial LLC | 54,311 | $4.34M | 0.4% | +8.5% | 0.009% | |
7/22/2024 | Iron Horse Wealth Management LLC | 257,571 | $20.59M | 7.9% | +3.2% | 0.045% | |
7/22/2024 | Atria Wealth Solutions Inc. | 133,427 | $10.67M | 0.1% | -5.7% | 0.023% | |
7/22/2024 | Security National Bank | 3,000 | $240K | 0.0% | +46.3% | 0.001% | |
7/22/2024 | Capital Advisory Group Advisory Services LLC | 8,037 | $642K | 0.3% | N/A | 0.001% | |
7/22/2024 | Bay Rivers Group | 49,269 | $3.94M | 2.0% | +11.3% | 0.009% | |
7/22/2024 | Fifth Third Bancorp | 1,819 | $145K | 0.0% | -56.3% | 0.000% | |
7/22/2024 | Krilogy Financial LLC | 14,123 | $1.13M | 0.1% | -5.9% | 0.002% | |
7/22/2024 | Financial Advisory Partners LLC | 417,791 | $33.39M | 12.5% | +22.8% | 0.072% | |
7/22/2024 | Hobbs Group Advisors LLC | 25,185 | $2.01M | 0.8% | N/A | 0.004% | |
7/22/2024 | Sanibel Captiva Trust Company Inc. | 57,293 | $4.58M | 0.2% | +43.6% | 0.010% | |
7/22/2024 | Carnegie Investment Counsel | 20,936 | $1.67M | 0.1% | +4.3% | 0.004% | |
7/22/2024 | SeaCrest Wealth Management LLC | 3,475 | $278K | 0.0% | N/A | 0.001% | |
7/20/2024 | Auour Investments LLC | 56,647 | $4.53M | 1.7% | +0.3% | 0.010% | |
7/20/2024 | First Horizon Advisors Inc. | 9,932 | $794K | 0.0% | -7.1% | 0.002% | |
7/20/2024 | Continuum Advisory LLC | 3,236 | $259K | 0.0% | +55.7% | 0.001% | |
7/20/2024 | First Pacific Financial | 275,356 | $22.01M | 5.7% | +6.1% | 0.048% | |
7/20/2024 | Accredited Investors Inc. | 2,967 | $237K | 0.0% | N/A | 0.001% | |
7/20/2024 | Parsons Capital Management Inc. RI | 29,120 | $2.33M | 0.2% | -4.5% | 0.005% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,551,257 | $123.99M | 0.2% | +4.9% | 0.268% | |
7/20/2024 | Nisa Investment Advisors LLC | 173,853 | $13.90M | 0.1% | -45.5% | 0.030% | |
7/19/2024 | OMNI 360 Wealth Inc. | 14,460 | $1.16M | 0.9% | -17.9% | 0.003% | |
7/19/2024 | Cantor Fitzgerald Investment Advisors L.P. | 121,605 | $9.72M | 0.7% | +0.5% | 0.021% | |
7/19/2024 | Western Wealth Management LLC | 16,034 | $1.28M | 0.1% | -19.6% | 0.003% | |
7/19/2024 | BetterWealth LLC | 43,551 | $3.48M | 1.1% | +6.7% | 0.008% | |
7/19/2024 | Vaughan Nelson Investment Management L.P. | 4,915 | $393K | 0.0% | -9.6% | 0.001% | |
7/19/2024 | Raymond James & Associates | 2,050,252 | $163.88M | 0.1% | +3.7% | 0.355% | |
7/19/2024 | Marietta Wealth Management LLC | 35,782 | $2.86M | 0.4% | +2.5% | 0.006% | |
7/19/2024 | Hoylecohen LLC | 57,735 | $4.62M | 0.3% | N/A | 0.010% | |
7/19/2024 | Boston Trust Walden Corp | 9,527 | $761K | 0.0% | -2.2% | 0.002% | |
7/19/2024 | Tennessee Valley Asset Management Partners | 4,047 | $323K | 0.1% | N/A | 0.001% | |
7/19/2024 | Tyche Wealth Partners LLC | 2,907 | $232K | 0.1% | -11.0% | 0.001% | |
7/19/2024 | Genesee Capital Advisors LLC | 15,889 | $1.27M | 0.6% | +3.3% | 0.003% | |
7/19/2024 | Erickson Financial Group LLC | 78,722 | $6.29M | 4.8% | +0.9% | 0.014% | |
7/19/2024 | Petra Financial Advisors Inc. | 21,566 | $1.72M | 1.2% | -1.3% | 0.004% | |
7/19/2024 | Objectivity Squared LLC | 3,235 | $263K | 0.2% | +19.1% | 0.001% | |
7/18/2024 | Hofer & Associates. Inc | 33,213 | $2.66M | 2.1% | +3.2% | 0.006% | |
7/18/2024 | Brookstone Capital Management | 24,812 | $2.02M | 0.0% | +7.7% | 0.004% | |
7/18/2024 | Blue Trust Inc. | 2,563,287 | $206.37M | 2.8% | -0.3% | 0.444% | |
7/18/2024 | Baker Tilly Wealth Management LLC | 9,919 | $793K | 0.3% | +22.1% | 0.002% | |
7/18/2024 | TruNorth Capital Management LLC | 1,146 | $92K | 0.0% | -63.6% | 0.000% | |
7/18/2024 | Hillcrest Wealth Advisors NY LLC | 27,030 | $2.16M | 1.2% | -1.9% | 0.005% | |
7/18/2024 | Portside Wealth Group LLC | 42,778 | $3.42M | 0.7% | +40.4% | 0.007% | |
7/18/2024 | TriaGen Wealth Management LLC | 21,387 | $1.71M | 0.7% | +3.5% | 0.004% | |
7/18/2024 | Miracle Mile Advisors LLC | 235,346 | $18.81M | 0.5% | -37.6% | 0.041% | |
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7/18/2024 | GoalFusion Wealth Management LLC | 183,805 | $14.69M | 9.1% | N/A | 0.032% | |
7/18/2024 | OxenFree Capital LLC | 24,398 | $1.95M | 1.7% | -6.5% | 0.004% | |
7/18/2024 | Naples Global Advisors LLC | 15,585 | $1.25M | 0.1% | -4.6% | 0.003% | |
7/18/2024 | Verde Capital Management | 73,948 | $5.91M | 1.9% | N/A | 0.013% | |
7/18/2024 | Triad Wealth Partners LLC | 1,526 | $122K | 0.1% | N/A | 0.000% | |
7/18/2024 | O ROURKE & COMPANY Inc | 53,130 | $4.25M | 2.4% | -7.2% | 0.009% | |
7/17/2024 | W.H. Cornerstone Investments Inc. | 73,790 | $5.90M | 4.2% | +32.1% | 0.013% | |
7/17/2024 | Narus Financial Partners LLC | 4,648 | $372K | 0.1% | +2.7% | 0.001% | |
7/17/2024 | Annapolis Financial Services LLC | 39,021 | $3.12M | 1.0% | -9.3% | 0.007% | |
7/17/2024 | Bar Harbor Wealth Management | 3,182 | $254K | 0.0% | -20.1% | 0.001% | |