7/26/2024 | Aletheian Wealth Advisors LLC | 2,529 | $612K | 0.3% | -3.0% | 0.001% | |
7/26/2024 | Detalus Advisors LLC | 1,631 | $395K | 0.1% | +27.1% | 0.001% | |
7/26/2024 | 1900 Wealth Management LLC | 29,450 | $7.13M | 0.7% | -0.3% | 0.011% | |
7/26/2024 | Avion Wealth | 40,919 | $9.91M | 2.7% | -2.9% | 0.016% | |
7/26/2024 | Breakwater Capital Group | 2,808 | $680K | 0.2% | +2.2% | 0.001% | |
7/26/2024 | BLB&B Advisors LLC | 120,747 | $29.23M | 1.6% | -1.0% | 0.047% | |
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7/26/2024 | Walkner Condon Financial Advisors LLC | 23,598 | $5.71M | 1.2% | +3.8% | 0.009% | |
7/26/2024 | McClarren Financial Advisors Inc. | 32,925 | $8.55M | 6.2% | -8.5% | 0.013% | |
7/26/2024 | West Bancorporation Inc. | 6,914 | $1.67M | 1.2% | -2.7% | 0.003% | |
7/26/2024 | Simmons Bank | 85,746 | $20.76M | 1.6% | -0.5% | 0.033% | |
7/26/2024 | ABLE Financial Group LLC | 1,870 | $453K | 0.2% | N/A | 0.001% | |
7/26/2024 | TI Trust Inc. | 2,083 | $504K | 0.4% | +20.1% | 0.001% | |
7/26/2024 | WealthShield Partners LLC | 981 | $238K | 0.0% | +13.8% | 0.000% | |
7/26/2024 | Checchi Capital Advisers LLC | 5,986 | $1.45M | 0.1% | -13.9% | 0.002% | |
7/26/2024 | Financial Connections Group Inc. | 205 | $49K | 0.0% | N/A | 0.000% | |
7/26/2024 | Hall Capital Management Co. Inc. | 38,193 | $9.25M | 4.4% | +1.8% | 0.015% | |
7/26/2024 | Harbour Investments Inc. | 17,909 | $4.34M | 0.1% | +6.0% | 0.007% | |
7/26/2024 | Park Edge Advisors LLC | 2,506 | $607K | 0.2% | -1.8% | 0.001% | |
7/26/2024 | Bensler LLC | 1,033 | $250K | 0.0% | -12.2% | 0.000% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 17,659 | $4.28M | 0.6% | -2.2% | 0.007% | |
7/26/2024 | Atomi Financial Group Inc. | 9,477 | $2.29M | 0.2% | +32.0% | 0.004% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 288,951 | $69.96M | 0.3% | -4.1% | 0.112% | |
7/26/2024 | Granite Harbor Advisors Inc. | 1,714 | $415K | 0.3% | -3.5% | 0.001% | |
7/26/2024 | Atlantic Edge Private Wealth Management LLC | 222 | $54K | 0.0% | +23.3% | 0.000% | |
7/26/2024 | Sequent Asset Management LLC | 4,374 | $1.06M | 0.5% | +100.0% | 0.002% | |
7/26/2024 | AlphaStar Capital Management LLC | 1,152 | $279K | 0.0% | N/A | 0.000% | |
7/26/2024 | My Personal CFO LLC | 12,522 | $3.03M | 1.6% | +25.0% | 0.005% | |
7/26/2024 | Schoolcraft Capital LLC | 4,360 | $1.06M | 0.2% | +9.6% | 0.002% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 485 | $117K | 0.0% | N/A | 0.000% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 13,850 | $3.35M | 0.1% | N/A | 0.005% | |
7/26/2024 | Trust Co. of Virginia VA | 160,718 | $38.91M | 3.7% | -0.7% | 0.062% | |
7/26/2024 | First Command Advisory Services Inc. | 484,807 | $117.37M | 1.2% | +3.1% | 0.187% | |
7/26/2024 | Callan Family Office LLC | 3,029 | $733K | 0.1% | +145.5% | 0.001% | |
7/26/2024 | MTM Investment Management LLC | 585 | $142K | 0.1% | +174.6% | 0.000% | |
7/26/2024 | Sierra Capital LLC | 57,338 | $13.88M | 1.9% | -7.1% | 0.022% | |
7/26/2024 | Bailard Inc. | 35,182 | $8.52M | 0.2% | -0.8% | 0.014% | |
7/26/2024 | Verdence Capital Advisors LLC | 11,364 | $2.75M | 0.2% | +1.1% | 0.004% | |
7/26/2024 | Bank of New York Mellon Corp | 1,601,638 | $387.76M | 0.1% | +0.9% | 0.619% | |
7/26/2024 | Bristlecone Advisors LLC | 24,404 | $5.91M | 0.5% | +0.5% | 0.009% | |
7/26/2024 | TFG Advisers LLC | 3,749 | $908K | 0.4% | -1.2% | 0.001% | |
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7/26/2024 | Salomon & Ludwin LLC | 16,720 | $4.05M | 0.5% | -10.4% | 0.006% | |
7/26/2024 | Townsend Asset Management Corp NC ADV | 1,168 | $283K | 0.1% | -11.5% | 0.000% | |
7/26/2024 | Obsidian Personal Planning Solutions LLC | 1,208 | $292K | 0.2% | +20.3% | 0.000% | |
7/25/2024 | Catalyst Capital Advisors LLC | 405,531 | $98.18M | 2.3% | +5.1% | 0.157% | |
7/25/2024 | Roger Wittlin Investment Advisory LLC | 19,720 | $4.77M | 3.1% | -2.5% | 0.008% | |
7/25/2024 | New Millennium Group LLC | 611 | $148K | 0.1% | N/A | 0.000% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 10,428 | $2.60M | 1.1% | +8.6% | 0.004% | |
7/25/2024 | Raymond James Trust N.A. | 86,624 | $20.97M | 0.5% | +5.5% | 0.033% | |
7/25/2024 | TNF LLC | 2,397 | $589K | 0.2% | -8.3% | 0.001% | |
7/25/2024 | Pineridge Advisors LLC | 559 | $135K | 0.0% | +722.1% | 0.000% | |
7/25/2024 | Highland Capital Management LLC | 6,966 | $1.69M | 0.1% | -7.5% | 0.003% | |
7/25/2024 | Northcape Wealth Management LLC | 25,313 | $6.13M | 2.2% | -1.0% | 0.010% | |
7/25/2024 | AMG National Trust Bank | 108,992 | $26.39M | 0.7% | +13.3% | 0.042% | |
7/25/2024 | Sigma Investment Counselors Inc. | 3,469 | $840K | 0.0% | -1.4% | 0.001% | |
7/25/2024 | AMI Investment Management Inc. | 4,411 | $1.07M | 0.4% | +3.6% | 0.002% | |
7/25/2024 | Independence Bank of Kentucky | 3,344 | $810K | 0.2% | +18.2% | 0.001% | |
7/25/2024 | Optas LLC | 29,073 | $7.04M | 1.8% | +1.7% | 0.011% | |
7/25/2024 | Clear Creek Financial Management LLC | 4,066 | $984K | 0.1% | -4.1% | 0.002% | |
7/25/2024 | Aries Wealth Management | 41,341 | $10.01M | 3.2% | +5.8% | 0.016% | |
7/25/2024 | David Kennon Inc | 38,118 | $9.23M | 3.9% | +0.5% | 0.015% | |
7/25/2024 | Wooster Corthell Wealth Management Inc. | 82,675 | $20.02M | 4.5% | -0.3% | 0.032% | |
7/25/2024 | Destiny Wealth Partners LLC | 19,778 | $4.79M | 0.9% | -1.6% | 0.008% | |
7/25/2024 | Harbor Advisory Corp MA | 25,378 | $6.14M | 2.1% | +0.4% | 0.010% | |
7/25/2024 | RPS Advisory Solutions LLC | 4,840 | $1.17M | 1.1% | N/A | 0.002% | |
7/25/2024 | Kanawha Capital Management LLC | 1,096 | $265K | 0.0% | +9.5% | 0.000% | |
7/25/2024 | First Merchants Corp | 23,895 | $5.79M | 0.2% | +1.7% | 0.009% | |
7/25/2024 | Atlantic Union Bankshares Corp | 4,851 | $1.17M | 0.1% | +57.6% | 0.002% | |
7/24/2024 | McAdam LLC | 1,631 | $395K | 0.0% | +8.6% | 0.001% | |
7/24/2024 | Silverleafe Capital Partners LLC | 33,208 | $8.04M | 2.8% | +2.9% | 0.013% | |
7/24/2024 | TrueWealth Advisors LLC | 5,459 | $1.32M | 0.5% | +3.9% | 0.002% | |
7/24/2024 | Transcendent Capital Group LLC | 11,076 | $2.68M | 1.5% | -1.8% | 0.004% | |
7/24/2024 | Grove Bank & Trust | 27,334 | $6.62M | 1.1% | +12.6% | 0.011% | |
7/24/2024 | Alta Wealth Advisors LLC | 1,392 | $337K | 0.2% | -7.8% | 0.001% | |
7/24/2024 | Allegiance Financial Group Advisory Services LLC | 7,581 | $1.84M | 0.7% | +1.3% | 0.003% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 1,758 | $426K | 0.2% | -3.6% | 0.001% | |
7/24/2024 | Cove Private Wealth LLC | 1,600 | $387K | 0.3% | -15.8% | 0.001% | |
7/24/2024 | Slow Capital Inc. | 2,512 | $610K | 0.1% | -5.4% | 0.001% | |
7/24/2024 | Everhart Financial Group Inc. | 5,229 | $1.27M | 0.3% | -1.5% | 0.002% | |
7/24/2024 | Bowman & Co S.C. | 4,115 | $996K | 0.6% | -2.2% | 0.002% | |
7/24/2024 | BCK Partners Inc. | 118,754 | $28.75M | 14.9% | +0.8% | 0.046% | |
7/24/2024 | American Financial Advisors LLC | 94,442 | $22.86M | 3.3% | +13.2% | 0.037% | |
7/24/2024 | Secure Asset Management LLC | 12,805 | $3.10M | 0.6% | -9.9% | 0.005% | |
7/24/2024 | Powers Advisory Group LLC | 953 | $231K | 0.1% | N/A | 0.000% | |
7/24/2024 | MontVue Capital Management Inc. | 1,571 | $380K | 0.3% | -3.4% | 0.001% | |
7/24/2024 | L. Roy Papp & Associates LLP | 2,198 | $532K | 0.1% | +10.0% | 0.001% | |
7/24/2024 | Cornerstone Wealth Group LLC | 4,281 | $1.04M | 0.1% | +6.7% | 0.002% | |
7/24/2024 | Pathway Financial Advisors LLC | 78,606 | $19.03M | 5.1% | +0.2% | 0.030% | |
7/24/2024 | Farrell Financial LLC | 24,064 | $5.83M | 4.5% | +3.4% | 0.009% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,673 | $2.58M | 0.4% | +27.6% | 0.004% | |
7/24/2024 | Unique Wealth Strategies LLC | 208 | $52K | 0.0% | N/A | 0.000% | |
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7/24/2024 | Cedrus LLC | 18,477 | $4.47M | 2.2% | +6.1% | 0.007% | |
7/24/2024 | DT Investment Partners LLC | 107,071 | $25.92M | 2.3% | +2.0% | 0.041% | |
7/24/2024 | &PARTNERS | 79,107 | $19.15M | 0.8% | +574.3% | 0.031% | |
7/23/2024 | Sandy Cove Advisors LLC | 43,055 | $10.42M | 4.6% | +0.2% | 0.017% | |
7/23/2024 | Financial Synergies Wealth Advisors Inc. | 335,696 | $81.27M | 10.9% | +1.9% | 0.130% | |
7/23/2024 | Private Advisory Group LLC | 35,494 | $8.59M | 1.1% | +19.8% | 0.014% | |
7/23/2024 | SOL Capital Management CO | 90,293 | $21.86M | 2.6% | +0.7% | 0.035% | |
7/23/2024 | GYL Financial Synergies LLC | 10,734 | $2.60M | 0.2% | +2.8% | 0.004% | |
7/23/2024 | All Season Financial Advisors Inc. | 966 | $234K | 0.2% | -9.8% | 0.000% | |
7/23/2024 | Plimoth Trust Co. LLC | 5,144 | $1.25M | 0.3% | +5.4% | 0.002% | |