7/26/2024 | Arcadia Wealth Management LLC | 426,387 | $21.07M | 12.0% | +12.4% | 0.016% | |
7/26/2024 | Aletheian Wealth Advisors LLC | 328,989 | $16.26M | 8.6% | +8.9% | 0.013% | |
7/26/2024 | Detalus Advisors LLC | 10,499 | $519K | 0.2% | +2.1% | 0.000% | |
7/26/2024 | Keener Financial Planning LLC | 625,692 | $30.92M | 20.2% | +8.7% | 0.024% | |
7/26/2024 | Echo45 Advisors LLC | 297,160 | $14.69M | 10.3% | -20.7% | 0.011% | |
7/26/2024 | 1900 Wealth Management LLC | 448,813 | $22.18M | 2.1% | +55.6% | 0.017% | |
|
7/26/2024 | Avion Wealth | 1,050,589 | $51.92M | 14.3% | -0.2% | 0.040% | |
7/26/2024 | BLB&B Advisors LLC | 2,849,841 | $140.84M | 7.7% | +3.9% | 0.109% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 118,201 | $5.83M | 1.3% | +16.4% | 0.005% | |
7/26/2024 | Tenon Financial LLC | 226,593 | $11.20M | 8.7% | +11.1% | 0.009% | |
7/26/2024 | McClarren Financial Advisors Inc. | 889 | $44K | 0.0% | -95.8% | 0.000% | |
7/26/2024 | West Bancorporation Inc. | 67,552 | $3.34M | 2.5% | -9.8% | 0.003% | |
7/26/2024 | Simmons Bank | 453,652 | $22.42M | 1.7% | -2.3% | 0.017% | |
7/26/2024 | ABLE Financial Group LLC | 4,767 | $236K | 0.1% | N/A | 0.000% | |
7/26/2024 | Richardson Capital Management LLC | 1,184 | $59K | 0.0% | -22.6% | 0.000% | |
7/26/2024 | WealthShield Partners LLC | 11,438 | $565K | 0.1% | -14.1% | 0.000% | |
7/26/2024 | Checchi Capital Advisers LLC | 111,098 | $5.49M | 0.3% | -3.6% | 0.004% | |
7/26/2024 | Harbour Investments Inc. | 253,479 | $12.53M | 0.4% | +8.9% | 0.010% | |
7/26/2024 | LS Investment Advisors LLC | 30,505 | $1.51M | 0.2% | -0.7% | 0.001% | |
7/26/2024 | Proathlete Wealth Management LLC | 20,796 | $1.03M | 0.5% | +51.4% | 0.001% | |
7/26/2024 | Eagle Bay Advisors LLC | 222,087 | $10.98M | 6.6% | +17.7% | 0.008% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 65,722 | $3.25M | 0.5% | -0.6% | 0.003% | |
7/26/2024 | Atomi Financial Group Inc. | 515,442 | $25.47M | 1.9% | +42.2% | 0.020% | |
7/26/2024 | Evensky & Katz LLC | 8,370 | $414K | 0.0% | +68.5% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 2,563,714 | $126.70M | 0.5% | +1.4% | 0.098% | |
7/26/2024 | Integrity Wealth Solutions LLC | 245,284 | $12.12M | 7.9% | +6.8% | 0.009% | |
7/26/2024 | Atlantic Edge Private Wealth Management LLC | 28,287 | $1.40M | 0.5% | +7.6% | 0.001% | |
7/26/2024 | Dearborn Partners LLC | 12,309 | $608K | 0.0% | N/A | 0.000% | |
7/26/2024 | AlphaStar Capital Management LLC | 130,065 | $6.43M | 0.6% | +0.4% | 0.005% | |
7/26/2024 | My Personal CFO LLC | 13,445 | $664K | 0.4% | +8.3% | 0.001% | |
7/26/2024 | Schoolcraft Capital LLC | 114,303 | $5.65M | 1.2% | +1.2% | 0.004% | |
7/26/2024 | Cordant Inc. | 505,608 | $24.99M | 14.0% | +2.5% | 0.019% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 215,808 | $10.67M | 0.3% | +1,014.7% | 0.008% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 1,791,446 | $88.53M | 0.1% | +31.6% | 0.068% | |
7/26/2024 | Trust Co. of Virginia VA | 24,169 | $1.19M | 0.1% | +10.0% | 0.001% | |
7/26/2024 | First Command Advisory Services Inc. | 786 | $39K | 0.0% | +379.3% | 0.000% | |
7/26/2024 | Callan Family Office LLC | 53,434 | $2.64M | 0.5% | +12.0% | 0.002% | |
7/26/2024 | Cohen Investment Advisors LLC | 18,715 | $925K | 0.6% | -1.8% | 0.001% | |
7/26/2024 | Tanglewood Wealth Management Inc. | 1,721,513 | $85.08M | 10.6% | +0.4% | 0.066% | |
7/26/2024 | MTM Investment Management LLC | 14,030 | $693K | 0.3% | -7.8% | 0.001% | |
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7/26/2024 | Bailard Inc. | 234,232 | $11.58M | 0.3% | -1.3% | 0.009% | |
7/26/2024 | Paulson Wealth Management Inc. | 161,598 | $7.99M | 2.3% | -0.4% | 0.006% | |
7/26/2024 | Bank of New York Mellon Corp | 15,748,177 | $778.28M | 0.1% | -0.5% | 0.601% | |
7/26/2024 | Catalyst Financial Partners LLC | 16,818 | $831K | 0.2% | -7.8% | 0.001% | |
7/26/2024 | Bristlecone Advisors LLC | 240,649 | $11.89M | 1.0% | +3.3% | 0.009% | |
7/26/2024 | Salomon & Ludwin LLC | 572,692 | $28.30M | 3.2% | -23.8% | 0.022% | |
7/26/2024 | Obsidian Personal Planning Solutions LLC | 32,274 | $1.60M | 1.0% | -0.8% | 0.001% | |
7/25/2024 | Systelligence LLC | 112,967 | $5.58M | 1.5% | -0.3% | 0.004% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 12,104 | $613K | 0.3% | +4.7% | 0.000% | |
7/25/2024 | First Heartland Consultants Inc. | 159,541 | $7.88M | 0.5% | +3.1% | 0.006% | |
7/25/2024 | Addison Capital Co | 18,053 | $892K | 0.4% | +65.7% | 0.001% | |
7/25/2024 | Hills Bank & Trust Co | 826,886 | $40.87M | 3.3% | +0.7% | 0.032% | |
7/25/2024 | TNF LLC | 4,115 | $205K | 0.1% | N/A | 0.000% | |
7/25/2024 | Highland Capital Management LLC | 67,082 | $3.32M | 0.2% | -4.2% | 0.003% | |
7/25/2024 | Capital Advisors Ltd. LLC | 23,628 | $1.17M | 0.2% | -5.6% | 0.001% | |
7/25/2024 | Lincoln National Corp | 3,112,311 | $153.81M | 5.2% | -20.1% | 0.119% | |
7/25/2024 | AMG National Trust Bank | 57,850 | $2.86M | 0.1% | +21.8% | 0.002% | |
7/25/2024 | Sigma Investment Counselors Inc. | 1,822,636 | $90.08M | 4.7% | +2.4% | 0.070% | |
7/25/2024 | EQ LLC | 30,277 | $1.50M | 0.9% | -1.2% | 0.001% | |
7/25/2024 | Dodds Wealth LLC | 11,701 | $586K | 0.2% | -3.1% | 0.000% | |
7/25/2024 | AMI Investment Management Inc. | 22,143 | $1.09M | 0.4% | -1.2% | 0.001% | |
7/25/2024 | Independence Bank of Kentucky | 9,380 | $464K | 0.1% | -40.6% | 0.000% | |
7/25/2024 | Wade Financial Advisory Inc | 378,804 | $18.72M | 6.7% | +0.4% | 0.014% | |
7/25/2024 | Clear Creek Financial Management LLC | 34,249 | $1.70M | 0.2% | +123.6% | 0.001% | |
7/25/2024 | Forbes Financial Planning Inc. | 187,729 | $9.28M | 7.3% | +2.6% | 0.007% | |
7/25/2024 | SNS Financial Group LLC | 23,734 | $1.17M | 0.1% | -13.0% | 0.001% | |
7/25/2024 | Wooster Corthell Wealth Management Inc. | 260,383 | $12.87M | 2.9% | -0.7% | 0.010% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 411,288 | $20.33M | 2.1% | -1.2% | 0.016% | |
7/25/2024 | Field & Main Bank | 1,913 | $95K | 0.0% | +93.6% | 0.000% | |
7/25/2024 | Moody Lynn & Lieberson LLC | 5,502 | $272K | 0.0% | +5.3% | 0.000% | |
7/25/2024 | Waypoint Capital Advisors LLC | 247,480 | $12.23M | 3.1% | +23.9% | 0.009% | |
7/25/2024 | Vivid Wealth Management LLC | 7,393 | $365K | 0.2% | N/A | 0.000% | |
7/25/2024 | Upper Left Wealth Management LLC | 29,924 | $1.48M | 1.3% | +12.4% | 0.001% | |
7/25/2024 | Tanager Wealth Management LLP | 1,120,649 | $55.38M | 8.2% | +8.4% | 0.043% | |
7/25/2024 | Institute for Wealth Management LLC. | 20,774 | $1.03M | 0.1% | -12.8% | 0.001% | |
7/25/2024 | RPS Advisory Solutions LLC | 10,443 | $516K | 0.5% | N/A | 0.000% | |
7/25/2024 | Kanawha Capital Management LLC | 357,590 | $17.67M | 1.4% | -1.9% | 0.014% | |
7/25/2024 | Planning Alternatives Ltd. ADV | 1,353,629 | $66.90M | 10.8% | +0.2% | 0.052% | |
7/25/2024 | Etesian Wealth Advisors Inc. | 159,673 | $7.89M | 4.4% | -3.5% | 0.006% | |
7/25/2024 | Laurel Wealth Planning LLC | 55,811 | $2.76M | 1.9% | -13.4% | 0.002% | |
7/25/2024 | Waypoint Wealth Partners Inc. | 38,223 | $1.89M | 0.6% | -3.0% | 0.001% | |
7/24/2024 | McAdam LLC | 117,155 | $5.79M | 0.3% | +2.5% | 0.004% | |
7/24/2024 | Colton Groome Financial Advisors LLC | 13,768 | $680K | 0.3% | -1.4% | 0.001% | |
7/24/2024 | Family Firm Inc. | 770,140 | $38.06M | 4.3% | +21.7% | 0.029% | |
7/24/2024 | Planned Solutions Inc. | 197,997 | $9.79M | 4.7% | +2.0% | 0.008% | |
7/24/2024 | TrueWealth Advisors LLC | 22,831 | $1.13M | 0.4% | +7.0% | 0.001% | |
7/24/2024 | Transcendent Capital Group LLC | 509 | $25K | 0.0% | +101.2% | 0.000% | |
7/24/2024 | Family CFO Inc | 35,152 | $1.74M | 1.1% | -0.9% | 0.001% | |
7/24/2024 | Grove Bank & Trust | 48,970 | $2.42M | 0.4% | +20.7% | 0.002% | |
7/24/2024 | Retirement Systems of Alabama | 25,494 | $1.26M | 0.0% | +3.9% | 0.001% | |
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7/24/2024 | Strategic Financial Partners Ltd. | 11,874 | $587K | 0.3% | +6.3% | 0.000% | |
7/24/2024 | Quotient Wealth Partners LLC | 7,989 | $395K | 0.0% | +26.1% | 0.000% | |
7/24/2024 | VeraBank N.A. | 8,758 | $433K | 0.1% | -9.0% | 0.000% | |
7/24/2024 | Everhart Financial Group Inc. | 29,454 | $1.42M | 0.4% | +12.5% | 0.001% | |
7/24/2024 | Charter Oak Capital Management LLC | 50,379 | $2.49M | 0.3% | -2.6% | 0.002% | |
7/24/2024 | Sound Stewardship LLC | 111,042 | $5.49M | 3.3% | +0.9% | 0.004% | |
7/24/2024 | Diversified LLC | 23,516 | $1.16M | 0.1% | +37.0% | 0.001% | |
7/24/2024 | MontVue Capital Management Inc. | 19,749 | $976K | 0.8% | +86.1% | 0.001% | |
7/24/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 23,144 | $1.14M | 0.3% | -6.7% | 0.001% | |
7/24/2024 | Farrell Financial LLC | 116,493 | $5.76M | 4.5% | +11.6% | 0.004% | |