4/27/2024 | Vigilare Wealth Management | 76,459 | $5.04M | 2.5% | -21.1% | 0.067% | |
4/26/2024 | Pinnacle Associates Ltd. | 6,637 | $437K | 0.0% | -9.2% | 0.006% | |
4/26/2024 | Trueblood Wealth Management LLC | 18,547 | $1.22M | 0.7% | -0.8% | 0.016% | |
4/26/2024 | Acorn Wealth Advisors LLC | 37,190 | $2.45M | 1.3% | +3.7% | 0.033% | |
4/26/2024 | UMB Bank n.a. | 84,684 | $5.58M | 0.1% | -3.4% | 0.074% | |
4/26/2024 | YHB Investment Advisors Inc. | 2,592 | $171K | 0.0% | N/A | 0.002% | |
|
4/26/2024 | McKinley Carter Wealth Services Inc. | 6,693 | $441K | 0.0% | -6.1% | 0.006% | |
4/26/2024 | Clear Creek Financial Management LLC | 33,636 | $2.22M | 0.3% | +288.9% | 0.030% | |
4/26/2024 | Genworth Financial Inc | 458,287 | $30.19M | 8.7% | +0.7% | 0.402% | |
4/26/2024 | MONECO Advisors LLC | 14,274 | $940K | 0.2% | +13.5% | 0.013% | |
4/26/2024 | Davies Financial Advisors Inc. | 3,449 | $227K | 0.2% | N/A | 0.003% | |
4/25/2024 | Capital Investment Advisory Services LLC | 59,582 | $3.93M | 0.4% | +10.0% | 0.052% | |
4/25/2024 | Simplex Trading LLC | 7,352 | $484K | 0.0% | -81.9% | 0.006% | |
4/25/2024 | MTM Investment Management LLC | 14,471 | $953K | 0.4% | -2.8% | 0.013% | |
4/25/2024 | Eudaimonia Partners LLC | 3,132 | $206K | 0.0% | -47.4% | 0.003% | |
4/25/2024 | Signify Wealth | 46,324 | $3.05M | 5.1% | +13.4% | 0.041% | |
4/25/2024 | Olistico Wealth LLC | 7,857 | $518K | 0.4% | -14.6% | 0.007% | |
4/25/2024 | Summit Financial LLC | 5,981 | $394K | 0.0% | +18.6% | 0.005% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 330,057 | $21.74M | 0.1% | -5.4% | 0.289% | |
4/24/2024 | Round Rock Advisors LLC | 15,408 | $1.02M | 0.2% | -23.3% | 0.014% | |
4/24/2024 | Simplicity Wealth LLC | 3,161 | $208K | 0.0% | N/A | 0.003% | |
4/24/2024 | Spire Wealth Management | 18,234 | $1.20M | 0.0% | -1.3% | 0.016% | |
4/24/2024 | Essex Financial Services Inc. | 90,043 | $5.93M | 0.5% | -3.5% | 0.079% | |
4/24/2024 | Solstein Capital LLC | 524 | $35K | 0.0% | -75.8% | 0.000% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 6,708 | $423K | 0.2% | -4.2% | 0.006% | |
4/23/2024 | Global Retirement Partners LLC | 12,880 | $848K | 0.0% | -14.0% | 0.011% | |
4/23/2024 | Birinyi Associates Inc. | 48,858 | $3.22M | 1.0% | N/A | 0.043% | |
4/23/2024 | Gradient Investments LLC | 1,651 | $109K | 0.0% | -56.7% | 0.001% | |
4/23/2024 | Fifth Third Bancorp | 4,317 | $284K | 0.0% | -46.5% | 0.004% | |
4/23/2024 | Petra Financial Advisors Inc. | 48,000 | $3.16M | 2.3% | +4.0% | 0.042% | |
4/23/2024 | Revisor Wealth Management LLC | 5,727 | $368K | 0.2% | N/A | 0.005% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 533,967 | $35.17M | 0.1% | -1.1% | 0.468% | |
4/22/2024 | Nilsine Partners LLC | 122,589 | $8.08M | 1.1% | +97.9% | 0.108% | |
4/22/2024 | PFG Investments LLC | 73,401 | $4.84M | 0.3% | +177.1% | 0.064% | |
4/22/2024 | Laurel Wealth Planning LLC | 26,430 | $1.74M | 1.2% | -6.4% | 0.023% | |
4/22/2024 | Raymond James & Associates | 346,176 | $22.80M | 0.0% | -4.8% | 0.304% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 23,111 | $1.52M | 0.1% | +6.0% | 0.020% | |
4/19/2024 | GenTrust LLC | 3,705 | $244K | 0.0% | -12.4% | 0.003% | |
4/19/2024 | Tempus Wealth Planning LLC | 21,970 | $1.45M | 0.6% | -4.4% | 0.019% | |
4/19/2024 | Cornerstone Wealth Management LLC | 16,080 | $1.06M | 0.1% | -20.8% | 0.014% | |
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4/19/2024 | Advisor Resource Council | 4,413 | $278K | 0.1% | +19.9% | 0.004% | |
4/19/2024 | Trust Co. of Oklahoma | 8,624 | $568K | 0.2% | +106.1% | 0.008% | |
4/19/2024 | Santori & Peters Inc. | 19,264 | $1.27M | 0.5% | -5.1% | 0.017% | |
4/19/2024 | Albion Financial Group UT | 7,734 | $509K | 0.0% | -85.4% | 0.007% | |
4/18/2024 | SeaCrest Wealth Management LLC | 10,799 | $711K | 0.1% | -31.0% | 0.009% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 15,079 | $993K | 0.3% | -17.0% | 0.013% | |
4/18/2024 | Capital Advisors Ltd. LLC | 208,614 | $13.74M | 1.8% | -4.2% | 0.183% | |
4/18/2024 | Dominguez Wealth Management Solutions Inc. | 115,906 | $7.64M | 6.0% | +2.9% | 0.102% | |
4/18/2024 | O ROURKE & COMPANY Inc | 136,896 | $9.02M | 5.2% | +0.7% | 0.120% | |
4/18/2024 | MGO Private Wealth LLC | 3,651 | $241K | 0.2% | -10.8% | 0.003% | |
4/18/2024 | MorganRosel Wealth Management LLC | 25,220 | $1.66M | 0.6% | -1.4% | 0.022% | |
4/18/2024 | SteelPeak Wealth LLC | 21,860 | $1.44M | 0.1% | +218.0% | 0.019% | |
4/18/2024 | WJ Wealth Management LLC | 3,950 | $260K | 0.1% | -14.3% | 0.003% | |
4/17/2024 | Trilogy Capital Inc. | 17,699 | $1.17M | 0.1% | -36.2% | 0.016% | |
4/16/2024 | OneAscent Wealth Management LLC | 9,268 | $610K | 0.2% | +4.1% | 0.008% | |
4/16/2024 | Tsfg LLC | 625 | $41K | 0.0% | -80.1% | 0.001% | |
4/16/2024 | Transform Wealth LLC | 4,900 | $323K | 0.0% | N/A | 0.004% | |
4/16/2024 | Client First Capital LLC | 66,395 | $4.37M | 3.1% | +114.7% | 0.058% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 369,828 | $24.36M | 0.1% | -70.1% | 0.324% | |
4/15/2024 | Investment Partners Asset Management Inc. | 3,253 | $214K | 0.2% | -21.7% | 0.003% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 14,721 | $970K | 0.0% | +49.0% | 0.013% | |
4/15/2024 | Corundum Group Inc. | 38,929 | $2.56M | 1.2% | +38.3% | 0.034% | |
4/15/2024 | Ellis Investment Partners LLC | 71,795 | $4.73M | 1.0% | -2.1% | 0.063% | |
4/15/2024 | Aspiriant LLC | 5,764 | $380K | 0.0% | +66.4% | 0.005% | |
4/15/2024 | G&S Capital LLC | 44,650 | $2.94M | 1.3% | +2.2% | 0.039% | |
4/15/2024 | Whitcomb & Hess Inc. | 3,120 | $206K | 0.1% | N/A | 0.003% | |
4/15/2024 | Brookstone Capital Management | 651,227 | $42.90M | 0.8% | -4.8% | 0.571% | |
4/15/2024 | IAM Advisory LLC | 4,573 | $301K | 0.1% | -4.0% | 0.004% | |
4/15/2024 | Flagstar Advisors Inc. | 6,459 | $425K | 0.1% | +2.9% | 0.006% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 10,027 | $660K | 0.1% | -12.2% | 0.009% | |
4/12/2024 | West Coast Financial LLC | 3,182 | $210K | 0.0% | N/A | 0.002% | |
4/12/2024 | Global Assets Advisory LLC | 2,499,503 | $164.64M | 0.5% | +6,354.7% | 1.707% | |
4/12/2024 | Global Trust Asset Management LLC | 501 | $33K | 0.0% | +149.3% | 0.000% | |
4/12/2024 | First PREMIER Bank | 97,583 | $6.43M | 1.7% | -3.0% | 0.067% | |
4/12/2024 | Lane & Associates LLC | 10,165 | $670K | 0.4% | -3.4% | 0.007% | |
4/12/2024 | High Net Worth Advisory Group LLC | 37,351 | $2.46M | 0.8% | +5.7% | 0.026% | |
4/11/2024 | International Assets Investment Management LLC | 13,169 | $862K | 0.0% | -21.5% | 0.009% | |
4/11/2024 | &PARTNERS | 19,485 | $1.28M | 0.2% | +138.2% | 0.013% | |
4/11/2024 | Hyperion Partners LLC | 105,536 | $6.95M | 5.1% | -0.8% | 0.072% | |
4/11/2024 | Grey Fox Wealth Advisors LLC | 13,079 | $861K | 0.3% | -8.0% | 0.009% | |
4/11/2024 | RFG Advisory LLC | 11,330 | $746K | 0.0% | +48.4% | 0.008% | |
4/11/2024 | Midwest Financial Group LLC | 18,539 | $1.22M | 0.8% | +1.0% | 0.013% | |
4/10/2024 | Johnson & White Wealth Management LLC | 45,281 | $2.98M | 2.2% | -8.1% | 0.031% | |
4/10/2024 | Park Avenue Securities LLC | 27,240 | $1.79M | 0.0% | -15.3% | 0.019% | |
4/10/2024 | Cox Capital Mgt LLC | 7,175 | $473K | 0.3% | +9.5% | 0.005% | |
4/10/2024 | Legacy Private Trust Co. | 13,818 | $910K | 0.1% | +3.9% | 0.009% | |
4/10/2024 | Clearview Wealth Advisors LLC | 4,615 | $304K | 0.3% | -7.9% | 0.003% | |
4/9/2024 | Alaska Permanent Fund Corp | 3,027,451 | $199.42M | 2.9% | +7.6% | 2.068% | |
4/8/2024 | Tompkins Financial Corp | 14,013 | $923K | 0.1% | +31.2% | 0.010% | |
4/5/2024 | NBC Securities Inc. | 10,607 | $698K | 0.1% | -2.6% | 0.007% | |
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4/5/2024 | Lake Hills Wealth Management LLC | 111,215 | $7.33M | 6.6% | -7.9% | 0.076% | |
4/1/2024 | Appleton Partners Inc. MA | 4,247 | $280K | 0.0% | -9.1% | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,307,465 | $81.93M | 0.1% | -3.5% | 0.893% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 7,199 | $451K | 0.3% | N/A | 0.005% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 38,317 | $2.40M | 0.1% | -7.5% | 0.026% | |
3/13/2024 | MONECO Advisors LLC | 12,579 | $788K | 0.1% | N/A | 0.009% | |
3/8/2024 | ICA Group Wealth Management LLC | 4,509 | $283K | 0.1% | +11.6% | 0.003% | |
3/6/2024 | SageView Advisory Group LLC | 23,791 | $1.51M | 0.1% | -43.6% | 0.016% | |
3/5/2024 | Wellington Management Group LLP | 101,817 | $6.38M | 0.0% | N/A | 0.070% | |
3/1/2024 | Creekmur Asset Management LLC | 50,158 | $3.14M | 1.0% | N/A | 0.034% | |