4/27/2024 | Tenon Financial LLC | 203,966 | $10.23M | 8.6% | N/A | 0.008% | |
4/27/2024 | Vigilare Wealth Management | 12,682 | $636K | 0.3% | -7.6% | 0.000% | |
4/27/2024 | Phoenix Wealth Advisors | 81,154 | $4.07M | 2.5% | +21.1% | 0.003% | |
4/27/2024 | Nadler Financial Group Inc. | 261,750 | $13.13M | 1.6% | +0.7% | 0.010% | |
4/27/2024 | Fonville Wealth Management LLC | 130,125 | $6.53M | 2.9% | +13.6% | 0.005% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 15,413 | $761K | 0.1% | -10.4% | 0.001% | |
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4/27/2024 | Capital Performance Advisors LLP | 5,762 | $289K | 0.1% | N/A | 0.000% | |
4/26/2024 | Pinnacle Associates Ltd. | 441,708 | $22.16M | 0.3% | -0.1% | 0.017% | |
4/26/2024 | BLB&B Advisors LLC | 2,743,674 | $137.65M | 7.8% | +6.7% | 0.105% | |
4/26/2024 | Planned Solutions Inc. | 194,040 | $9.74M | 4.8% | +1.9% | 0.007% | |
4/26/2024 | Pavion Blue Capital LLC | 3,995 | $200K | 0.1% | N/A | 0.000% | |
4/26/2024 | UMB Bank n.a. | 1,221,321 | $61.27M | 1.0% | -1.2% | 0.047% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 15,330 | $744K | 0.3% | +5.0% | 0.001% | |
4/26/2024 | RCS Financial Planning LLC | 31,528 | $1.58M | 1.0% | -5.3% | 0.001% | |
4/26/2024 | MBA Advisors LLC | 11,594 | $582K | 0.3% | -21.6% | 0.000% | |
4/26/2024 | LifeSteps Financial Inc. | 879 | $44K | 0.0% | N/A | 0.000% | |
4/26/2024 | Arcataur Capital Management LLC | 250,613 | $12.57M | 4.5% | -0.2% | 0.010% | |
4/26/2024 | Highview Capital Management LLC DE | 164,564 | $8.26M | 3.7% | +58.7% | 0.006% | |
4/26/2024 | Trevian Wealth Management LLC | 60,132 | $3.02M | 2.1% | +19.8% | 0.002% | |
4/26/2024 | Northwest Bancshares Inc. | 14,811 | $743K | 0.1% | +244.8% | 0.001% | |
4/26/2024 | JNBA Financial Advisors | 364,635 | $18.29M | 1.9% | -11.2% | 0.014% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 7,380 | $370K | 0.1% | N/A | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 1,216 | $61K | 0.0% | N/A | 0.000% | |
4/26/2024 | SlateStone Wealth LLC | 6,168 | $309K | 0.0% | N/A | 0.000% | |
4/26/2024 | Coastline Trust Co | 150,265 | $7.54M | 0.9% | +7.3% | 0.006% | |
4/26/2024 | Opus Capital Group LLC | 184,778 | $9.27M | 1.4% | -0.2% | 0.007% | |
4/26/2024 | First National Trust Co | 58,513 | $2.94M | 0.1% | -0.8% | 0.002% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 1,588,104 | $79.68M | 5.3% | +3.0% | 0.061% | |
4/26/2024 | Clear Creek Financial Management LLC | 15,317 | $768K | 0.1% | +28.6% | 0.001% | |
4/26/2024 | Members Trust Co | 4,457 | $224K | 0.0% | N/A | 0.000% | |
4/26/2024 | Legacy Bridge LLC | 32,596 | $1.64M | 1.0% | +14.4% | 0.001% | |
4/26/2024 | Chicago Partners Investment Group LLC | 95,375 | $4.66M | 0.2% | +14.2% | 0.004% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 607,519 | $30.48M | 0.7% | N/A | 0.023% | |
4/26/2024 | Carr Financial Group Corp | 76,455 | $3.84M | 1.3% | -67.1% | 0.003% | |
4/26/2024 | MONECO Advisors LLC | 42,371 | $2.13M | 0.3% | -18.3% | 0.002% | |
4/26/2024 | Sigma Investment Counselors Inc. | 1,779,700 | $89.29M | 4.9% | +0.4% | 0.068% | |
4/26/2024 | Petredis Investment Advisors LLC | 202,212 | $10.15M | 1.2% | +14.8% | 0.008% | |
4/26/2024 | Emerald Advisors LLC | 7,659 | $384K | 0.1% | +11.1% | 0.000% | |
4/26/2024 | Financial Insights Inc. | 216,360 | $10.86M | 3.1% | -21.1% | 0.008% | |
4/26/2024 | Checchi Capital Advisers LLC | 115,189 | $5.78M | 0.5% | -0.8% | 0.004% | |
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4/26/2024 | Latitude Advisors LLC | 12,202 | $612K | 0.4% | +8.8% | 0.000% | |
4/26/2024 | Oakwell Private Wealth Management LLC | 744,840 | $37.37M | 11.4% | +11.9% | 0.028% | |
4/26/2024 | Bogart Wealth LLC | 10,767 | $540K | 0.0% | +12.9% | 0.000% | |
4/25/2024 | Allworth Financial LP | 441,507 | $22.15M | 0.2% | -10.9% | 0.017% | |
4/25/2024 | Bear Mountain Capital Inc. | 362,616 | $17.36M | 7.5% | -4.8% | 0.014% | |
4/25/2024 | Jacobsen Capital Management | 989,297 | $49.63M | 23.0% | +13.9% | 0.038% | |
4/25/2024 | One Day In July LLC | 242,132 | $12.15M | 1.6% | +4.8% | 0.009% | |
4/25/2024 | Values Added Financial LLC | 223,298 | $11.20M | 8.7% | -9.2% | 0.009% | |
4/25/2024 | Lodestar Private Asset Management LLC | 205,917 | $10.33M | 1.5% | +5.3% | 0.008% | |
4/25/2024 | Human Investing LLC | 995,477 | $49.94M | 10.0% | +2.6% | 0.038% | |
4/25/2024 | Bank of New York Mellon Corp | 15,833,471 | $794.37M | 0.2% | -25.5% | 0.604% | |
4/25/2024 | Villere ST Denis J & Co. LLC | 25,767 | $1.29M | 0.1% | +28.3% | 0.001% | |
4/25/2024 | Carmel Capital Partners LLC | 7,208 | $362K | 0.1% | N/A | 0.000% | |
4/25/2024 | Osborne Partners Capital Management LLC | 24,164 | $1.21M | 0.1% | +4.6% | 0.001% | |
4/25/2024 | Bridges Investment Management Inc. | 2,138,469 | $107.29M | 3.4% | -0.1% | 0.082% | |
4/25/2024 | Regis Management CO LLC | 1,065,822 | $53.47M | 16.3% | -0.7% | 0.041% | |
4/25/2024 | Fielder Capital Group LLC | 7,468 | $375K | 0.2% | -11.3% | 0.000% | |
4/25/2024 | Advocate Group LLC | 313,662 | $15.74M | 3.1% | +1.4% | 0.012% | |
4/25/2024 | Capital Investment Advisory Services LLC | 23,493 | $1.18M | 0.1% | -12.8% | 0.001% | |
4/25/2024 | HTLF Bank | 10,527 | $528K | 0.1% | +52.9% | 0.000% | |
4/25/2024 | Seven Post Investment Office LP | 234,793 | $11.78M | 2.9% | +2.8% | 0.009% | |
4/25/2024 | L.M. Kohn & Company | 28,669 | $1.44M | 0.4% | +53.8% | 0.001% | |
4/25/2024 | Center For Asset Management LLC | 11,895 | $597K | 0.5% | +1.8% | 0.000% | |
4/25/2024 | MTM Investment Management LLC | 15,213 | $763K | 0.3% | N/A | 0.001% | |
4/25/2024 | GFS Advisors LLC | 9,659 | $485K | 0.1% | -50.9% | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 28,116 | $1.41M | 0.2% | -9.5% | 0.001% | |
4/25/2024 | Eudaimonia Partners LLC | 122,952 | $6.17M | 1.5% | +9.6% | 0.005% | |
4/25/2024 | Valeo Financial Advisors LLC | 518,587 | $25.27M | 0.8% | +2.4% | 0.020% | |
4/25/2024 | Tilson Financial Group Inc. | 124,136 | $6.23M | 3.3% | +8.8% | 0.005% | |
4/25/2024 | WestHill Financial Advisors Inc. | 1,029,042 | $51.63M | 12.7% | +3.2% | 0.039% | |
4/25/2024 | Telos Capital Management Inc. | 301,912 | $15.15M | 1.7% | +1.2% | 0.012% | |
4/25/2024 | Argus Investors Counsel Inc. | 18,590 | $933K | 0.6% | N/A | 0.001% | |
4/25/2024 | IFG Advisors LLC | 207,634 | $10.42M | 2.7% | +0.2% | 0.008% | |
4/25/2024 | Summit Financial LLC | 244,953 | $12.29M | 0.7% | -5.3% | 0.009% | |
4/25/2024 | IAG Wealth Partners LLC | 4,804 | $241K | 0.1% | -9.4% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 2,528,820 | $126.87M | 0.5% | -10.0% | 0.097% | |
4/25/2024 | Gordian Advisors LLC | 241,257 | $12.10M | 11.1% | +20.1% | 0.009% | |
4/25/2024 | Intergy Private Wealth LLC | 323,704 | $16.24M | 6.7% | +4.2% | 0.012% | |
4/24/2024 | Private Trust Co. NA | 160,794 | $8.07M | 0.9% | -3.9% | 0.006% | |
4/24/2024 | Leavell Investment Management Inc. | 496,870 | $24.93M | 1.4% | -1.0% | 0.019% | |
4/24/2024 | Zhang Financial LLC | 106,789 | $5.36M | 0.4% | +8.5% | 0.004% | |
4/24/2024 | Wolff Financial Management LLC | 634,125 | $31.81M | 9.3% | +2.9% | 0.024% | |
4/24/2024 | CENTRAL TRUST Co | 875,236 | $43.91M | 1.1% | +3.5% | 0.033% | |
4/24/2024 | 1900 Wealth Management LLC | 288,499 | $14.47M | 1.3% | -10.3% | 0.011% | |
4/24/2024 | Berkshire Bank | 8,056 | $404K | 0.1% | -6.1% | 0.000% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 1,477 | $74K | 0.0% | -48.5% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 3,094 | $155K | 0.0% | +26.6% | 0.000% | |
4/24/2024 | Tenret Co LLC | 463,740 | $23.27M | 16.4% | +7.2% | 0.018% | |
4/24/2024 | Hedges Asset Management LLC | 4,000 | $201K | 0.1% | N/A | 0.000% | |
4/24/2024 | Zullo Investment Group Inc. | 4,901 | $246K | 0.1% | -15.4% | 0.000% | |
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4/24/2024 | Sightline Wealth Advisors LLC | 51,818 | $2.60M | 1.7% | +1.9% | 0.002% | |
4/24/2024 | Round Rock Advisors LLC | 13,803 | $692K | 0.2% | -11.3% | 0.001% | |
4/24/2024 | Eastover Investment Advisors LLC | 4,032 | $202K | 0.1% | N/A | 0.000% | |
4/24/2024 | SOL Capital Management CO | 54,443 | $2.73M | 0.3% | +7.7% | 0.002% | |
4/24/2024 | Landmark Wealth Management LLC | 39,950 | $2.00M | 0.9% | -2.3% | 0.002% | |
4/24/2024 | Smith Anglin Financial LLC | 12,666 | $635K | 0.1% | -56.6% | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 60,826 | $3.05M | 0.1% | +917.8% | 0.002% | |
4/24/2024 | Archford Capital Strategies LLC | 47,689 | $2.39M | 0.4% | -0.5% | 0.002% | |
4/24/2024 | NBT Bank N A NY | 13,494 | $677K | 0.0% | -3.4% | 0.001% | |
4/24/2024 | Wells Trecaso Financial Group LLC | 32,629 | $1.64M | 0.6% | +7.1% | 0.001% | |