4/19/2024 | Valeo Financial Advisors LLC | 17,782 | $1.43M | 0.0% | +24.6% | 0.003% | |
4/19/2024 | Monument Capital Management | 59,472 | $4.79M | 1.4% | +43.0% | 0.010% | |
4/19/2024 | Hedeker Wealth LLC | 3,396 | $273K | 0.1% | +9.3% | 0.001% | |
4/18/2024 | Integrity Wealth Solutions LLC | 2,878 | $232K | 0.2% | -12.6% | 0.000% | |
4/18/2024 | Oxinas Partners Wealth Management LLC | 2,551 | $205K | 0.1% | -22.5% | 0.000% | |
4/18/2024 | Naviter Wealth LLC | 67,402 | $5.43M | 0.9% | -5.1% | 0.012% | |
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4/18/2024 | Narus Financial Partners LLC | 4,524 | $364K | 0.2% | +16.7% | 0.001% | |
4/18/2024 | Capstone Capital LLC | 13,551 | $1.09M | 0.9% | -1.4% | 0.002% | |
4/18/2024 | Vaughan Nelson Investment Management L.P. | 5,435 | $438K | 0.0% | +22.3% | 0.001% | |
4/18/2024 | Steele Capital Management Inc. | 359,180 | $28.92M | 1.7% | +5.6% | 0.062% | |
4/18/2024 | Hexagon Capital Partners LLC | 22,888 | $1.84M | 0.4% | +40.5% | 0.004% | |
4/18/2024 | O ROURKE & COMPANY Inc | 57,224 | $4.61M | 2.7% | +4.8% | 0.010% | |
4/18/2024 | Morris Financial Concepts Inc. | 23,620 | $1.90M | 1.0% | +1.3% | 0.004% | |
4/18/2024 | Miracle Mile Advisors LLC | 377,214 | $30.37M | 0.8% | -58.4% | 0.065% | |
4/18/2024 | Little House Capital LLC | 7,709 | $621K | 0.2% | +6.6% | 0.001% | |
4/18/2024 | Seaside Wealth Management Inc. | 97,561 | $7.86M | 3.4% | +3.5% | 0.017% | |
4/18/2024 | Compass Ion Advisors LLC | 4,305 | $347K | 0.0% | -6.4% | 0.001% | |
4/18/2024 | Breakwater Capital Group | 46,722 | $3.76M | 0.9% | -9.3% | 0.008% | |
4/18/2024 | AMI Investment Management Inc. | 51,102 | $4.11M | 1.5% | -0.7% | 0.009% | |
4/17/2024 | Trilogy Capital Inc. | 8,064 | $649K | 0.0% | N/A | 0.001% | |
4/17/2024 | Cornerstone Wealth Group LLC | 19,229 | $1.55M | 0.1% | N/A | 0.003% | |
4/17/2024 | Annapolis Financial Services LLC | 43,030 | $3.46M | 1.1% | +2.0% | 0.007% | |
4/17/2024 | Iron Horse Wealth Management LLC | 249,668 | $20.10M | 7.9% | +8.5% | 0.043% | |
4/17/2024 | Founders Financial Securities LLC | 27,211 | $2.19M | 0.2% | +200.6% | 0.005% | |
4/17/2024 | Family CFO Inc | 87,784 | $7.07M | 4.4% | -1.2% | 0.015% | |
4/17/2024 | CRA Financial Services LLC | 29,493 | $2.37M | 0.5% | +47.8% | 0.005% | |
4/17/2024 | Coston McIsaac & Partners | 11,697 | $941K | 0.3% | +13.0% | 0.002% | |
4/17/2024 | Vicus Capital | 20,695 | $1.67M | 0.2% | -7.3% | 0.004% | |
4/17/2024 | Stephens Group Asset Management LLC | 3,587 | $289K | 0.0% | -11.6% | 0.001% | |
4/17/2024 | Baker Ellis Asset Management LLC | 7,275 | $586K | 0.1% | +4.3% | 0.001% | |
4/16/2024 | Trust Co. of Virginia VA | 5,530 | $445K | 0.0% | -11.2% | 0.001% | |
4/16/2024 | Newton One Investments LLC | 179,068 | $14.42M | 6.3% | +1.6% | 0.031% | |
4/16/2024 | Monumental Financial Group Inc. | 2,554 | $206K | 0.1% | -17.4% | 0.000% | |
4/16/2024 | Occidental Asset Management LLC | 7,088 | $571K | 0.1% | -11.1% | 0.001% | |
4/16/2024 | Independence Bank of Kentucky | 17,318 | $1.39M | 0.4% | -13.0% | 0.003% | |
4/16/2024 | OneAscent Financial Services LLC | 37,515 | $3.02M | 0.3% | +19.7% | 0.006% | |
4/16/2024 | Norway Savings Bank | 48,217 | $3.88M | 1.6% | -29.7% | 0.008% | |
4/16/2024 | Cambridge Advisors Inc. | 107,413 | $8.65M | 2.0% | +1.4% | 0.018% | |
4/16/2024 | Sawyer & Company Inc | 4,140 | $333K | 0.1% | +80.2% | 0.001% | |
4/16/2024 | Tsfg LLC | 1,968 | $158K | 0.0% | -16.1% | 0.000% | |
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4/16/2024 | Capital Asset Advisory Services LLC | 17,337 | $1.38M | 0.1% | +12.4% | 0.003% | |
4/16/2024 | Independence Asset Advisors LLC | 21,211 | $1.70M | 41.0% | +11.6% | 0.004% | |
4/16/2024 | Cypress Wealth Services LLC | 41,503 | $3.34M | 0.8% | -1.5% | 0.007% | |
4/16/2024 | Sunburst Financial Group LLC | 15,124 | $1.21M | 0.3% | -20.3% | 0.003% | |
4/16/2024 | Towerpoint Wealth LLC | 233,568 | $18.81M | 9.4% | +3.9% | 0.040% | |
4/16/2024 | Hurlow Wealth Management Group Inc. | 89,121 | $7.18M | 2.5% | +6.6% | 0.015% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 131,983 | $10.63M | 0.0% | -6.1% | 0.023% | |
4/15/2024 | Agate Pass Investment Management LLC | 14,986 | $1.21M | 0.6% | -2.5% | 0.003% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 8,514 | $685K | 0.0% | -16.5% | 0.001% | |
4/15/2024 | SMI Advisory Services LLC | 143,773 | $11.46M | 3.2% | N/A | 0.025% | |
4/15/2024 | Cascade Wealth Advisors Inc | 16,284 | $1.28M | 1.1% | N/A | 0.003% | |
4/15/2024 | Brookstone Capital Management | 23,042 | $1.86M | 0.0% | +3.1% | 0.004% | |
4/15/2024 | Atlas Capital Advisors LLC | 5,376 | $433K | 0.1% | -57.7% | 0.001% | |
4/15/2024 | CIC Wealth LLC | 4,496 | $362K | 0.1% | N/A | 0.001% | |
4/15/2024 | Twele Capital Management Inc. | 4,521 | $364K | 0.1% | +9.5% | 0.001% | |
4/13/2024 | Columbus Macro LLC | 18,641 | $1.50M | 0.6% | +1.1% | 0.003% | |
4/13/2024 | Evanson Asset Management LLC | 2,986 | $240K | 0.0% | +19.6% | 0.001% | |
4/13/2024 | Retirement Planning Group LLC | 3,210 | $258K | 0.0% | N/A | 0.001% | |
4/13/2024 | Wallace Advisory Group LLC | 2,779 | $226K | 0.2% | N/A | 0.000% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 82,065 | $6.61M | 0.2% | -1.0% | 0.014% | |
4/12/2024 | Fermata Advisors LLC | 141,540 | $11.40M | 2.6% | +20.9% | 0.024% | |
4/12/2024 | Divergent Planning LLC | 252,162 | $20.09M | 8.5% | +5.5% | 0.043% | |
4/12/2024 | Charles Schwab Trust Co | 56,138 | $4.52M | 0.4% | -9.5% | 0.010% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 319,479 | $25.72M | 5.3% | -2.1% | 0.055% | |
4/12/2024 | McNaughton Wealth Management LLC | 35,300 | $2.84M | 1.6% | +4.5% | 0.006% | |
4/12/2024 | CGN Advisors LLC | 30,130 | $2.43M | 0.3% | +3.8% | 0.005% | |
4/12/2024 | Whitaker Myers Wealth Managers LTD. | 3,754 | $302K | 0.1% | +21.6% | 0.001% | |
4/12/2024 | Cypress Financial Planning LLC | 387,773 | $31.22M | 14.3% | +32.4% | 0.067% | |
4/12/2024 | CMH Wealth Management LLC | 102,757 | $8.27M | 2.1% | +6.1% | 0.018% | |
4/12/2024 | First PREMIER Bank | 3,107 | $250K | 0.1% | -52.0% | 0.001% | |
4/12/2024 | High Net Worth Advisory Group LLC | 8,326 | $671K | 0.2% | +23.4% | 0.001% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 163,210 | $13.14M | 2.3% | +4.0% | 0.028% | |
4/11/2024 | Security Financial Services INC. | 19,897 | $1.60M | 0.4% | -1.5% | 0.003% | |
4/11/2024 | Opal Wealth Advisors LLC | 412 | $33K | 0.0% | N/A | 0.000% | |
4/11/2024 | West Financial Advisors LLC | 116,276 | $9.36M | 2.0% | +4.6% | 0.020% | |
4/11/2024 | Cooper Financial Group | 13,394 | $1.08M | 0.2% | -15.9% | 0.002% | |
4/11/2024 | Salem Investment Counselors Inc. | 792 | $64K | 0.0% | +1,265.5% | 0.000% | |
4/11/2024 | Aua Capital Management LLC | 14,111 | $1.14M | 0.7% | -3.5% | 0.002% | |
4/11/2024 | International Assets Investment Management LLC | 15,505 | $1.24M | 0.0% | +3.3% | 0.003% | |
4/11/2024 | Mountain Pacific Investment Advisers Inc. ID | 4,310 | $347K | 0.0% | -35.5% | 0.001% | |
4/11/2024 | Executive Wealth Group LLC | 122,947 | $9.90M | 2.1% | +200.2% | 0.021% | |
4/11/2024 | Liberty Capital Management Inc. | 7,007 | $564K | 0.1% | +19.9% | 0.001% | |
4/11/2024 | RFG Advisory LLC | 3,684 | $297K | 0.0% | -44.0% | 0.001% | |
4/11/2024 | Soundmark Wealth Management LLC | 94,935 | $7.64M | 3.4% | -4.9% | 0.016% | |
4/11/2024 | Private Capital Management LLC | 6,317 | $513K | 0.1% | +3.4% | 0.001% | |
4/10/2024 | Holland Advisory Services Inc. | 100,854 | $8.12M | 8.9% | -19.0% | 0.017% | |
4/10/2024 | CVA Family Office LLC | 17,249 | $1.39M | 0.2% | +4.0% | 0.003% | |
4/10/2024 | Parkside Advisors LLC | 67,387 | $5.43M | 1.4% | +2.8% | 0.012% | |
4/10/2024 | Park Avenue Securities LLC | 162,529 | $13.09M | 0.2% | +5.8% | 0.028% | |
4/10/2024 | Apella Capital LLC | 129,967 | $10.36M | 0.5% | -1.8% | 0.022% | |
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4/10/2024 | BCS Wealth Management | 3,271 | $263K | 0.1% | N/A | 0.001% | |
4/10/2024 | Bromfield Sneider Wealth Advisors | 23,608 | $1.90M | 1.2% | +1.1% | 0.004% | |
4/10/2024 | Compass Financial Group INC SD | 9,375 | $755K | 0.2% | -14.5% | 0.002% | |
4/10/2024 | KMG Fiduciary Partners LLC | 52,347 | $4.21M | 0.4% | +9.6% | 0.009% | |
4/10/2024 | Grandview Asset Management LLC | 3,531 | $284K | 0.1% | +6.2% | 0.001% | |
4/10/2024 | Banque Cantonale Vaudoise | 2,000 | $161K | 0.0% | +35.1% | 0.000% | |
4/10/2024 | Legacy Private Trust Co. | 24,274 | $1.95M | 0.1% | -11.3% | 0.004% | |
4/10/2024 | Perennial Advisors LLC | 38,414 | $3.09M | 0.7% | +14.5% | 0.007% | |
4/10/2024 | Signal Advisors Wealth LLC | 7,164 | $577K | 0.1% | +77.3% | 0.001% | |
4/9/2024 | Curbstone Financial Management Corp | 103,934 | $8.37M | 1.8% | +2.9% | 0.018% | |