7/26/2024 | Arcadia Wealth Management LLC | 22,425 | $4.89M | 2.8% | +11.1% | 0.009% | |
7/26/2024 | BLB&B Advisors LLC | 138,738 | $30.25M | 1.7% | -2.7% | 0.056% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 25,123 | $5.48M | 1.2% | +2.8% | 0.010% | |
7/26/2024 | McClarren Financial Advisors Inc. | 50,585 | $11.03M | 8.0% | -14.3% | 0.020% | |
7/26/2024 | West Bancorporation Inc. | 13,581 | $2.96M | 2.2% | +12.7% | 0.005% | |
7/26/2024 | Simmons Bank | 11,104 | $2.42M | 0.2% | -27.3% | 0.004% | |
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7/26/2024 | TI Trust Inc. | 19,068 | $4.16M | 3.2% | +1.0% | 0.008% | |
7/26/2024 | WealthShield Partners LLC | 2,665 | $582K | 0.1% | +228.2% | 0.001% | |
7/26/2024 | Checchi Capital Advisers LLC | 14,818 | $3.23M | 0.2% | -6.9% | 0.006% | |
7/26/2024 | Financial Connections Group Inc. | 321 | $70K | 0.0% | N/A | 0.000% | |
7/26/2024 | Harbour Investments Inc. | 17,497 | $3.82M | 0.1% | +7.1% | 0.007% | |
7/26/2024 | NavPoint Financial Inc. | 28,842 | $6.29M | 5.5% | +0.3% | 0.012% | |
7/26/2024 | Bensler LLC | 1,066 | $233K | 0.0% | +4.4% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 68,706 | $14.98M | 1.1% | +42.5% | 0.028% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 313,201 | $68.29M | 0.3% | -16.4% | 0.126% | |
7/26/2024 | Integrity Wealth Solutions LLC | 1,462 | $320K | 0.2% | -11.8% | 0.001% | |
7/26/2024 | Granite Harbor Advisors Inc. | 2,022 | $441K | 0.3% | -3.4% | 0.001% | |
7/26/2024 | My Personal CFO LLC | 2,671 | $582K | 0.3% | +2.2% | 0.001% | |
7/26/2024 | Schoolcraft Capital LLC | 8,301 | $1.81M | 0.4% | +11.2% | 0.003% | |
7/26/2024 | Cordant Inc. | 11,364 | $2.48M | 1.4% | +7.1% | 0.005% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 23,920 | $5.22M | 0.1% | N/A | 0.010% | |
7/26/2024 | Trust Co. of Virginia VA | 175,702 | $38.31M | 3.7% | -0.6% | 0.071% | |
7/26/2024 | First Command Advisory Services Inc. | 189,588 | $41.34M | 0.4% | +4.1% | 0.077% | |
7/26/2024 | Cohen Investment Advisors LLC | 3,151 | $687K | 0.5% | -1.5% | 0.001% | |
7/26/2024 | Bailard Inc. | 35,132 | $7.66M | 0.2% | -0.7% | 0.014% | |
7/26/2024 | Verdence Capital Advisors LLC | 1,432 | $312K | 0.0% | -19.9% | 0.001% | |
7/26/2024 | Paulson Wealth Management Inc. | 14,135 | $3.08M | 0.9% | -6.2% | 0.006% | |
7/26/2024 | Bank of New York Mellon Corp | 2,785,712 | $607.40M | 0.1% | -3.3% | 1.125% | |
7/26/2024 | Bristlecone Advisors LLC | 63,647 | $13.88M | 1.2% | -0.2% | 0.026% | |
7/26/2024 | TFG Advisers LLC | 5,355 | $1.17M | 0.5% | -3.0% | 0.002% | |
7/26/2024 | Salomon & Ludwin LLC | 21,225 | $4.63M | 0.5% | -13.0% | 0.009% | |
7/25/2024 | Catalyst Capital Advisors LLC | 335,520 | $73.16M | 1.7% | +5.0% | 0.135% | |
7/25/2024 | First Heartland Consultants Inc. | 33,333 | $7.27M | 0.5% | -0.6% | 0.013% | |
7/25/2024 | Addison Capital Co | 2,463 | $537K | 0.2% | N/A | 0.001% | |
7/25/2024 | Raymond James Trust N.A. | 27,659 | $6.03M | 0.1% | +0.9% | 0.011% | |
7/25/2024 | Highland Capital Management LLC | 13,528 | $2.95M | 0.2% | -0.7% | 0.005% | |
7/25/2024 | AMG National Trust Bank | 139,614 | $30.44M | 0.8% | +10.4% | 0.056% | |
7/25/2024 | Sigma Investment Counselors Inc. | 2,522 | $550K | 0.0% | -6.0% | 0.001% | |
7/25/2024 | Brown Financial Advisory | 78,310 | $17.08M | 13.1% | +8.2% | 0.032% | |
7/25/2024 | Tempus Wealth Planning LLC | 1,315 | $287K | 0.1% | +31.4% | 0.001% | |
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7/25/2024 | Independence Bank of Kentucky | 5,579 | $1.22M | 0.3% | +8.1% | 0.002% | |
7/25/2024 | Wade Financial Advisory Inc | 13,010 | $2.84M | 1.0% | -3.1% | 0.005% | |
7/25/2024 | Aries Wealth Management | 47,378 | $10.33M | 3.3% | +3.7% | 0.019% | |
7/25/2024 | David Kennon Inc | 49,132 | $10.71M | 4.5% | +0.7% | 0.020% | |
7/25/2024 | Wooster Corthell Wealth Management Inc. | 73,495 | $16.03M | 3.6% | -0.1% | 0.030% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 122,284 | $26.66M | 2.8% | +4.4% | 0.049% | |
7/25/2024 | Destiny Wealth Partners LLC | 9,615 | $2.10M | 0.4% | -0.6% | 0.004% | |
7/25/2024 | Harbor Advisory Corp MA | 33,521 | $7.31M | 2.5% | -3.2% | 0.014% | |
7/25/2024 | Waypoint Capital Advisors LLC | 31,539 | $6.88M | 1.7% | +13.9% | 0.013% | |
7/25/2024 | Tranquility Partners LLC | 5,131 | $1.12M | 0.4% | +2.2% | 0.002% | |
7/25/2024 | Upper Left Wealth Management LLC | 5,709 | $1.25M | 1.1% | +3.6% | 0.002% | |
7/25/2024 | Retirement Solution LLC | 1,122 | $245K | 0.1% | N/A | 0.000% | |
7/25/2024 | Tanager Wealth Management LLP | 11,046 | $2.42M | 0.4% | -5.1% | 0.004% | |
7/25/2024 | Washburn Capital Management Inc. | 2,090 | $456K | 0.3% | -2.8% | 0.001% | |
7/25/2024 | Etesian Wealth Advisors Inc. | 3,698 | $806K | 0.5% | -4.8% | 0.001% | |
7/25/2024 | Laurel Wealth Planning LLC | 4,632 | $1.01M | 0.7% | -27.4% | 0.002% | |
7/25/2024 | Destination Wealth Management | 1,107 | $241K | 0.0% | N/A | 0.000% | |
7/25/2024 | First Merchants Corp | 24,680 | $5.38M | 0.2% | -1.3% | 0.010% | |
7/25/2024 | Pictet North America Advisors SA | 1,104 | $241K | 0.0% | -83.1% | 0.000% | |
7/25/2024 | Beacon Capital Management LLC | 1,244 | $271K | 0.0% | +8.4% | 0.001% | |
7/24/2024 | McAdam LLC | 50,333 | $10.98M | 0.7% | +8.7% | 0.020% | |
7/24/2024 | Advisory Resource Group | 2,435 | $531K | 0.1% | +5.0% | 0.001% | |
7/24/2024 | TrueWealth Advisors LLC | 2,299 | $501K | 0.2% | +2.0% | 0.001% | |
7/24/2024 | Grove Bank & Trust | 21,187 | $4.62M | 0.7% | -12.9% | 0.009% | |
7/24/2024 | Strategic Financial Partners Ltd. | 4,896 | $1.07M | 0.6% | +1.6% | 0.002% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 9,513 | $2.07M | 1.1% | -8.8% | 0.004% | |
7/24/2024 | Charter Oak Capital Management LLC | 3,045 | $664K | 0.1% | +3.1% | 0.001% | |
7/24/2024 | Boyd Wealth Management LLC | 10,462 | $2.28M | 1.3% | -3.7% | 0.004% | |
7/24/2024 | Better Money Decisions LLC | 27,043 | $5.90M | 4.4% | +1.1% | 0.011% | |
7/24/2024 | BCK Partners Inc. | 100,048 | $21.82M | 11.3% | +1.0% | 0.040% | |
7/24/2024 | Secure Asset Management LLC | 3,421 | $746K | 0.1% | -60.9% | 0.001% | |
7/24/2024 | Cornerstone Wealth Group LLC | 5,972 | $1.30M | 0.1% | +8.1% | 0.002% | |
7/24/2024 | Pathway Financial Advisors LLC | 20,482 | $4.47M | 1.2% | -1.1% | 0.008% | |
7/24/2024 | Farrell Financial LLC | 25,178 | $5.49M | 4.3% | +4.1% | 0.010% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 23,618 | $5.15M | 0.9% | +5.2% | 0.010% | |
7/24/2024 | Red Lighthouse Investment Management LLC | 571 | $125K | 0.1% | -92.5% | 0.000% | |
7/24/2024 | DT Investment Partners LLC | 106,377 | $23.19M | 2.1% | +2.2% | 0.043% | |
7/24/2024 | &PARTNERS | 23,787 | $5.19M | 0.2% | +382.9% | 0.010% | |
7/23/2024 | Sandy Cove Advisors LLC | 34,169 | $7.45M | 3.3% | -0.5% | 0.014% | |
7/23/2024 | Financial Synergies Wealth Advisors Inc. | 83,099 | $18.13M | 2.4% | -11.7% | 0.034% | |
7/23/2024 | Jacobsen Capital Management | 14,956 | $3.26M | 1.5% | +6.8% | 0.006% | |
7/23/2024 | SOL Capital Management CO | 13,328 | $2.91M | 0.3% | -1.8% | 0.005% | |
7/23/2024 | GYL Financial Synergies LLC | 5,749 | $1.25M | 0.1% | +18.7% | 0.002% | |
7/23/2024 | Level Financial Advisors | 1,831 | $399K | 0.2% | +78.8% | 0.001% | |
7/23/2024 | Richard W. Paul & Associates LLC | 913 | $199K | 0.1% | +5.8% | 0.000% | |
7/23/2024 | Griffin Asset Management Inc. | 1,736 | $379K | 0.0% | -25.4% | 0.001% | |
7/23/2024 | Proffitt & Goodson Inc. | 22,530 | $4.91M | 0.9% | -0.5% | 0.009% | |
7/23/2024 | Madison Park Capital Advisors LLC | 1,703 | $371K | 0.3% | +67.8% | 0.001% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 17,154 | $3.76M | 0.2% | -61.2% | 0.007% | |
7/23/2024 | Courier Capital LLC | 14,950 | $3.26M | 0.3% | +1.5% | 0.006% | |
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7/23/2024 | Horst & Graben Wealth Management LLC | 1,981 | $432K | 0.1% | +35.1% | 0.001% | |
7/23/2024 | Fortis Capital Management LLC | 1,544 | $337K | 0.1% | -8.3% | 0.001% | |
7/23/2024 | Security Financial Services INC. | 9,863 | $2.15M | 0.5% | -1.8% | 0.004% | |
7/23/2024 | First Bancorp Inc ME | 18,106 | $3.95M | 2.9% | +2.0% | 0.007% | |
7/23/2024 | Burns J W & Co. Inc. NY | 1,137 | $248K | 0.0% | N/A | 0.000% | |
7/23/2024 | TFC Financial Management Inc. | 11,383 | $2.48M | 0.4% | -0.8% | 0.005% | |
7/23/2024 | Exchange Capital Management Inc. | 4,212 | $918K | 0.1% | +2.3% | 0.002% | |
7/23/2024 | Vicus Capital | 8,417 | $1.84M | 0.2% | +32.7% | 0.003% | |
7/23/2024 | Essex LLC | 2,048 | $447K | 0.1% | +123.3% | 0.001% | |
7/23/2024 | Elser Financial Planning Inc | 5,003 | $1.09M | 0.2% | N/A | 0.002% | |