7/26/2024 | BLB&B Advisors LLC | 226,359 | $13.27M | 0.7% | +5.1% | 0.034% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 5,283 | $310K | 0.1% | +28.7% | 0.001% | |
7/26/2024 | McClarren Financial Advisors Inc. | 938 | $610K | 0.4% | -91.2% | 0.000% | |
7/26/2024 | West Bancorporation Inc. | 8,233 | $483K | 0.4% | +41.7% | 0.001% | |
7/26/2024 | TI Trust Inc. | 102,982 | $6.04M | 4.7% | +6.1% | 0.016% | |
7/26/2024 | WealthShield Partners LLC | 16,907 | $991K | 0.2% | +29.9% | 0.003% | |
|
7/26/2024 | Hall Capital Management Co. Inc. | 92,838 | $5.44M | 2.6% | +2.8% | 0.014% | |
7/26/2024 | Harbour Investments Inc. | 8,267 | $485K | 0.0% | +3.4% | 0.001% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 10,592 | $621K | 0.1% | +7.6% | 0.002% | |
7/26/2024 | Atomi Financial Group Inc. | 5,717 | $335K | 0.0% | N/A | 0.001% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 360,443 | $21.14M | 0.1% | -0.1% | 0.054% | |
7/26/2024 | Solstein Capital LLC | 2,303 | $135K | 0.1% | +15.3% | 0.000% | |
7/26/2024 | Latitude Advisors LLC | 3,748 | $220K | 0.1% | -27.5% | 0.001% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 16,224 | $951K | 0.0% | +130.7% | 0.002% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 1,776,303 | $104.16M | 0.2% | -28.8% | 0.268% | |
7/26/2024 | Tanglewood Wealth Management Inc. | 48,542 | $2.85M | 0.4% | -0.9% | 0.007% | |
7/26/2024 | Alpha Omega Wealth Management LLC | 10,433 | $612K | 0.1% | -2.1% | 0.002% | |
7/26/2024 | Bailard Inc. | 526,536 | $30.88M | 0.9% | -2.3% | 0.079% | |
7/26/2024 | Bank of New York Mellon Corp | 529,967 | $31.08M | 0.0% | +1.5% | 0.080% | |
7/26/2024 | Bristlecone Advisors LLC | 16,013 | $939K | 0.1% | -27.9% | 0.002% | |
7/25/2024 | First Heartland Consultants Inc. | 7,290 | $427.46M | 29.8% | +3.7% | 0.001% | |
7/25/2024 | Capital Advisors Ltd. LLC | 32,632 | $1.91M | 0.2% | -2.8% | 0.005% | |
7/25/2024 | Lincoln National Corp | 2,963,128 | $173.76M | 5.9% | -1.8% | 0.447% | |
7/25/2024 | AMG National Trust Bank | 189,699 | $11.12M | 0.3% | +7.0% | 0.029% | |
7/25/2024 | Courage Miller Partners LLC | 8,408 | $493K | 0.2% | -2.5% | 0.001% | |
7/25/2024 | Optas LLC | 318,724 | $18.69M | 4.8% | -0.2% | 0.048% | |
7/25/2024 | Aries Wealth Management | 23,459 | $1.38M | 0.4% | -1.2% | 0.004% | |
7/25/2024 | SNS Financial Group LLC | 90,764 | $5.32M | 0.6% | -3.9% | 0.014% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 367,705 | $21.56M | 2.2% | +7.1% | 0.055% | |
7/25/2024 | Upper Left Wealth Management LLC | 73,095 | $4.29M | 3.9% | -4.1% | 0.011% | |
7/25/2024 | Kanawha Capital Management LLC | 32,525 | $1.91M | 0.1% | +0.7% | 0.005% | |
7/25/2024 | Atlantic Union Bankshares Corp | 21,731 | $1.27M | 0.1% | -9.8% | 0.003% | |
7/24/2024 | Family CFO Inc | 31,691 | $1.86M | 1.1% | -0.7% | 0.005% | |
7/24/2024 | Strategic Financial Partners Ltd. | 4,854 | $285K | 0.2% | -15.9% | 0.001% | |
7/24/2024 | Allegiance Financial Group Advisory Services LLC | 109,502 | $6.42M | 2.5% | +1.0% | 0.017% | |
7/24/2024 | Slow Capital Inc. | 19,813 | $1.16M | 0.2% | -5.1% | 0.003% | |
7/24/2024 | Charter Oak Capital Management LLC | 653,288 | $38.31M | 4.0% | -4.6% | 0.099% | |
7/24/2024 | Capital Wealth Alliance LLC | 52,843 | $3.10M | 1.8% | -8.2% | 0.008% | |
7/24/2024 | Eagle Ridge Investment Management | 6,911 | $405K | 0.0% | +16.9% | 0.001% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 14,994 | $879K | 0.1% | +82.9% | 0.002% | |
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7/24/2024 | DT Investment Partners LLC | 700,666 | $41.09M | 3.6% | +3.0% | 0.106% | |
7/24/2024 | &PARTNERS | 188,254 | $11.04M | 0.5% | +5.9% | 0.028% | |
7/23/2024 | Sandy Cove Advisors LLC | 7,687 | $451K | 0.2% | -22.7% | 0.001% | |
7/23/2024 | SOL Capital Management CO | 72,590 | $4.26M | 0.5% | -1.2% | 0.011% | |
7/23/2024 | HTLF Bank | 9,550 | $560K | 0.1% | N/A | 0.001% | |
7/23/2024 | GYL Financial Synergies LLC | 45,824 | $2.69M | 0.2% | +3.4% | 0.007% | |
7/23/2024 | Kiley Juergens Wealth Management LLC | 66,269 | $3.89M | 1.1% | +0.5% | 0.010% | |
7/23/2024 | NewSquare Capital LLC | 755,636 | $42.97M | 3.7% | +8.3% | 0.114% | |
7/23/2024 | Benchmark Financial Wealth Advisors LLC | 60,164 | $3.53M | 1.3% | -12.2% | 0.009% | |
7/23/2024 | Security Financial Services INC. | 57,723 | $3.39M | 0.7% | -3.4% | 0.009% | |
7/23/2024 | Towneley Capital Management Inc DE | 9,421 | $552K | 0.1% | -52.8% | 0.001% | |
7/23/2024 | MeadowBrook Investment Advisors LLC | 455 | $27K | 0.0% | -99.5% | 0.000% | |
7/23/2024 | Vicus Capital | 17,303 | $1.02M | 0.1% | -9.6% | 0.003% | |
7/23/2024 | Elser Financial Planning Inc | 5,042 | $296K | 0.0% | N/A | 0.001% | |
7/23/2024 | Fifth Third Wealth Advisors LLC | 6,924 | $406K | 0.0% | +66.0% | 0.001% | |
7/22/2024 | Atria Wealth Solutions Inc. | 210,067 | $12.32M | 0.1% | +0.3% | 0.032% | |
7/22/2024 | Fifth Third Bancorp | 472,045 | $27.68M | 0.1% | -1.4% | 0.071% | |
7/22/2024 | Hall Laurie J Trustee | 8,316 | $488K | 0.2% | +8.8% | 0.001% | |
7/22/2024 | Horizons Wealth Management | 1,014 | $60K | 0.0% | +219.9% | 0.000% | |
7/22/2024 | Hobbs Group Advisors LLC | 3,130 | $184K | 0.1% | N/A | 0.000% | |
7/22/2024 | SeaCrest Wealth Management LLC | 8,250 | $484K | 0.1% | -8.7% | 0.001% | |
7/22/2024 | Dakota Wealth Management | 188,677 | $11.06M | 0.3% | -5.0% | 0.028% | |
7/22/2024 | Harel Insurance Investments & Financial Services Ltd. | 13,938 | $811K | 0.0% | N/A | 0.002% | |
7/20/2024 | First Horizon Advisors Inc. | 622,692 | $36.52M | 1.1% | +1.7% | 0.094% | |
7/20/2024 | Parsons Capital Management Inc. RI | 52,074 | $3.05M | 0.2% | -0.4% | 0.008% | |
7/20/2024 | Accredited Investors Inc. | 1,312,438 | $76.96M | 4.8% | +15.7% | 0.198% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,223,777 | $71.76M | 0.1% | +1.5% | 0.185% | |
7/20/2024 | Apollon Wealth Management LLC | 66,008 | $3.87M | 0.1% | -77.9% | 0.010% | |
7/20/2024 | Means Investment CO. Inc. | 675,043 | $39.59M | 4.7% | +15.5% | 0.102% | |
7/19/2024 | OMNI 360 Wealth Inc. | 11,460 | $672K | 0.5% | -2.3% | 0.002% | |
7/19/2024 | MONECO Advisors LLC | 6,717 | $394K | 0.1% | -9.0% | 0.001% | |
7/19/2024 | Cantor Fitzgerald Investment Advisors L.P. | 24,798 | $1.45M | 0.1% | -2.7% | 0.004% | |
7/19/2024 | Western Wealth Management LLC | 9,844 | $577K | 0.0% | -19.8% | 0.001% | |
7/19/2024 | Pasadena Private Wealth LLC | 633,914 | $37.17M | 8.6% | +1.2% | 0.096% | |
7/19/2024 | Ironwood Financial llc | 25,652 | $1.50M | 0.3% | +5.5% | 0.004% | |
7/19/2024 | Chesley Taft & Associates LLC | 245,114 | $14.37M | 0.7% | -30.8% | 0.037% | |
7/19/2024 | Raymond James & Associates | 6,075,667 | $356.28M | 0.2% | -4.0% | 0.916% | |
7/19/2024 | Summit Financial Strategies Inc. | 14,714 | $863K | 0.1% | -4.5% | 0.002% | |
7/19/2024 | Tennessee Valley Asset Management Partners | 36,743 | $2.16M | 0.5% | +2.0% | 0.006% | |
7/19/2024 | Harrell Investment Partners LLC | 106,985 | $6.27M | 1.8% | -40.3% | 0.016% | |
7/19/2024 | Barnes Pettey Financial Advisors LLC | 10,060 | $590K | 0.5% | -2.1% | 0.002% | |
7/18/2024 | Saxon Interests Inc. | 24,388 | $1.43M | 0.7% | +1.2% | 0.004% | |
7/18/2024 | Lakewood Asset Management LLC | 9,223 | $541K | 0.4% | -1.8% | 0.001% | |
7/18/2024 | Baron Silver Stevens Financial Advisors LLC | 26,972 | $1.58M | 0.3% | -4.8% | 0.004% | |
7/18/2024 | Hillcrest Wealth Advisors NY LLC | 202,014 | $11.85M | 6.4% | -1.0% | 0.030% | |
7/18/2024 | Sawgrass Asset Management LLC | 66,793 | $3.92M | 0.4% | -2.3% | 0.010% | |
7/18/2024 | Pure Financial Advisors LLC | 80,664 | $4.73M | 0.1% | -2.0% | 0.012% | |
7/18/2024 | Professional Financial Advisors LLC | 50,010 | $2.93M | 0.8% | +1.3% | 0.008% | |
7/18/2024 | Fiduciary Financial Group LLC | 48,906 | $2.98M | 0.7% | N/A | 0.007% | |
7/17/2024 | Murphy Pohlad Asset Management LLC | 4,822 | $283K | 0.1% | N/A | 0.001% | |
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7/17/2024 | Clear Harbor Asset Management LLC | 221,641 | $13.00M | 1.1% | +3.6% | 0.033% | |
7/17/2024 | BlueSky Wealth Advisors LLC | 4,190 | $246K | 0.0% | N/A | 0.001% | |
7/17/2024 | Annapolis Financial Services LLC | 8,874 | $520K | 0.2% | -8.6% | 0.001% | |
7/17/2024 | Astoria Strategic Wealth Inc. | 213,232 | $12.50M | 3.9% | +1.2% | 0.032% | |
7/17/2024 | Newton One Investments LLC | 306,319 | $17.96M | 7.7% | +1.0% | 0.046% | |
7/17/2024 | Brown Lisle Cummings Inc. | 12,099 | $709K | 0.2% | -4.4% | 0.002% | |
7/17/2024 | Red Door Wealth Management LLC | 6,059 | $355K | 0.1% | +10.2% | 0.001% | |
7/17/2024 | First PREMIER Bank | 104,654 | $6.14M | 1.6% | +0.8% | 0.016% | |
7/17/2024 | New Perspectives Inc | 19,553 | $1.15M | 0.6% | -2.7% | 0.003% | |
7/17/2024 | Strid Group LLC | 1,968,507 | $115.43M | 19.1% | +25.8% | 0.297% | |