4/27/2024 | Tenon Financial LLC | 59,383 | $28.55M | 24.1% | N/A | 0.007% | |
4/27/2024 | Guardian Financial Partners LLC | 44,500 | $21.39M | 14.7% | -5.5% | 0.005% | |
4/27/2024 | Kellett Wealth Advisors LLC | 714 | $343K | 0.2% | +4.1% | 0.000% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 10,528 | $5.06M | 1.9% | +7.3% | 0.001% | |
4/27/2024 | Vigilare Wealth Management | 926 | $445K | 0.2% | -49.2% | 0.000% | |
4/27/2024 | Millburn Ridgefield Corp | 253,480 | $121.85M | 3.4% | +6.4% | 0.028% | |
|
4/27/2024 | Nadler Financial Group Inc. | 111,276 | $53.49M | 6.6% | +1.5% | 0.012% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 13,695 | $6.58M | 1.6% | +9.0% | 0.002% | |
4/27/2024 | Conning Inc. | 54,027 | $25.97M | 0.9% | -1.0% | 0.006% | |
4/27/2024 | Fonville Wealth Management LLC | 8,183 | $3.93M | 1.7% | +7.8% | 0.001% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 619 | $294K | 0.0% | N/A | 0.000% | |
4/27/2024 | McCollum Christoferson Group LLC | 12,520 | $6.02M | 1.7% | +31.4% | 0.001% | |
4/26/2024 | Pinnacle Associates Ltd. | 14,649 | $7.04M | 0.1% | +5.0% | 0.002% | |
4/26/2024 | Trueblood Wealth Management LLC | 1,175 | $565K | 0.3% | -3.5% | 0.000% | |
4/26/2024 | Securian Asset Management Inc. | 71,098 | $34.18M | 1.0% | +1.2% | 0.008% | |
4/26/2024 | Plan Group Financial LLC | 27,670 | $13.30M | 8.7% | +26.7% | 0.003% | |
4/26/2024 | Triasima Portfolio Management inc. | 10,399 | $5.00M | 0.4% | -1.9% | 0.001% | |
4/26/2024 | UMB Bank n.a. | 14,332 | $6.89M | 0.1% | -0.8% | 0.002% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 4,618 | $2.14M | 0.9% | +26.3% | 0.001% | |
4/26/2024 | Quarry Hill Advisors LLC | 579 | $278K | 0.2% | N/A | 0.000% | |
4/26/2024 | Trevian Wealth Management LLC | 154,951 | $74.49M | 50.8% | +7.2% | 0.017% | |
4/26/2024 | Crestone Asset Management LLC | 454 | $218K | 0.0% | N/A | 0.000% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 963 | $463K | 0.1% | N/A | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 15,220 | $7.32M | 0.6% | +7.8% | 0.002% | |
4/26/2024 | SlateStone Wealth LLC | 2,262 | $1.09M | 0.1% | +3.9% | 0.000% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 9,289 | $4.47M | 0.2% | -3.1% | 0.001% | |
4/26/2024 | Coastline Trust Co | 13,989 | $6.73M | 0.8% | +9.8% | 0.002% | |
4/26/2024 | Opus Capital Group LLC | 260,214 | $125.09M | 18.3% | -1.5% | 0.029% | |
4/26/2024 | First National Trust Co | 34,510 | $16.59M | 0.7% | -4.2% | 0.004% | |
4/26/2024 | Guild Investment Management Inc. | 6,825 | $3.28M | 4.2% | N/A | 0.001% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 4,038 | $1.94M | 0.1% | +1.5% | 0.000% | |
4/26/2024 | SFG Wealth Management LLC. | 2,461 | $1.18M | 0.7% | -3.3% | 0.000% | |
4/26/2024 | Clear Creek Financial Management LLC | 8,161 | $3.92M | 0.5% | +10.3% | 0.001% | |
4/26/2024 | Legacy Bridge LLC | 1,152 | $554K | 0.3% | -24.6% | 0.000% | |
4/26/2024 | Sumitomo Life Insurance Co. | 61,900 | $29.76M | 0.7% | -27.0% | 0.007% | |
4/26/2024 | Chicago Partners Investment Group LLC | 225,357 | $104.76M | 4.4% | +5.5% | 0.025% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 190,897 | $91.77M | 2.1% | N/A | 0.021% | |
4/26/2024 | MONECO Advisors LLC | 2,282 | $1.10M | 0.2% | +64.6% | 0.000% | |
4/26/2024 | LifePro Asset Management | 1,031 | $496K | 0.3% | N/A | 0.000% | |
4/26/2024 | Sigma Investment Counselors Inc. | 10,325 | $4.96M | 0.3% | +3.1% | 0.001% | |
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4/26/2024 | Verdence Capital Advisors LLC | 34,842 | $16.75M | 1.5% | -0.5% | 0.004% | |
4/26/2024 | Pine Haven Investment Counsel Inc | 4,301 | $2.07M | 1.8% | -10.2% | 0.000% | |
4/26/2024 | Financial Insights Inc. | 2,191 | $1.05M | 0.3% | +7.0% | 0.000% | |
4/26/2024 | Terra Nova Asset Management LLC | 4,561 | $2.19M | 1.7% | +1.3% | 0.001% | |
4/26/2024 | AJ Advisors LLC | 89,167 | $42.86M | 23.6% | +4.0% | 0.010% | |
4/26/2024 | Triton Wealth Management PLLC | 1,462 | $678K | 0.4% | +28.4% | 0.000% | |
4/26/2024 | Caliber Wealth Management LLC | 721 | $347K | 0.2% | +14.1% | 0.000% | |
4/26/2024 | Latitude Advisors LLC | 1,858 | $893K | 0.6% | -26.6% | 0.000% | |
4/26/2024 | Tritonpoint Wealth LLC | 44,326 | $21.31M | 2.1% | -49.8% | 0.005% | |
4/26/2024 | Oakwell Private Wealth Management LLC | 1,583 | $761K | 0.2% | +2.1% | 0.000% | |
4/26/2024 | Bogart Wealth LLC | 247,158 | $118.81M | 6.1% | -0.7% | 0.027% | |
4/25/2024 | Bear Mountain Capital Inc. | 57,179 | $26.30M | 11.3% | -8.0% | 0.006% | |
4/25/2024 | Bishop & Co Investment Management LLC | 17,398 | $8.36M | 3.5% | +19.3% | 0.002% | |
4/25/2024 | Q3 Asset Management | 184,000 | $88.45M | 25.1% | N/A | 0.020% | |
4/25/2024 | Lindbrook Capital LLC | 8,440 | $4.06M | 0.4% | +1.2% | 0.001% | |
4/25/2024 | One Day In July LLC | 227,191 | $109.21M | 14.5% | -0.6% | 0.025% | |
4/25/2024 | W Advisors LLC | 2,309 | $1.11M | 0.8% | -9.5% | 0.000% | |
4/25/2024 | Lodestar Private Asset Management LLC | 29,197 | $14.04M | 2.0% | +0.9% | 0.003% | |
4/25/2024 | Fee Only Financial Planning L.C. | 7,706 | $3.70M | 2.5% | -1.2% | 0.001% | |
4/25/2024 | Human Investing LLC | 266,764 | $128.23M | 25.8% | +2.7% | 0.029% | |
4/25/2024 | Center for Financial Planning Inc. | 505,287 | $242.89M | 36.3% | +12.3% | 0.056% | |
4/25/2024 | Inlet Private Wealth LLC | 674 | $324K | 0.1% | -12.9% | 0.000% | |
4/25/2024 | TRUE Private Wealth Advisors | 20,859 | $10.03M | 1.2% | -33.5% | 0.002% | |
4/25/2024 | Bank of New York Mellon Corp | 3,915,821 | $1.88B | 0.4% | -0.1% | 0.432% | |
4/25/2024 | Strategy Asset Managers LLC | 1,147 | $552K | 0.1% | +2.8% | 0.000% | |
4/25/2024 | Gainplan LLC | 27,767 | $13.35M | 6.5% | +5.5% | 0.003% | |
4/25/2024 | TNF LLC | 887 | $412K | 0.2% | +14.6% | 0.000% | |
4/25/2024 | Schnieders Capital Management LLC | 671 | $323K | 0.1% | -34.3% | 0.000% | |
4/25/2024 | Professional Financial Advisors LLC | 23,016 | $11.06M | 3.2% | -52.2% | 0.003% | |
4/25/2024 | Oldfather Financial Services LLC | 124,639 | $59.91M | 24.7% | -0.5% | 0.014% | |
4/25/2024 | Triumph Capital Management | 564 | $271K | 0.1% | N/A | 0.000% | |
4/25/2024 | Seven Post Investment Office LP | 489 | $235K | 0.1% | N/A | 0.000% | |
4/25/2024 | L.M. Kohn & Company | 9,373 | $4.51M | 1.3% | +24.3% | 0.001% | |
4/25/2024 | 25 LLC | 9,400 | $4.52M | 2.2% | -6.4% | 0.001% | |
4/25/2024 | Center For Asset Management LLC | 1,022 | $491K | 0.4% | -5.5% | 0.000% | |
4/25/2024 | MTM Investment Management LLC | 325 | $156K | 0.1% | +242.1% | 0.000% | |
4/25/2024 | Investment Advisory Services Inc. TX ADV | 2,945 | $1.42M | 0.5% | -1.5% | 0.000% | |
4/25/2024 | GFS Advisors LLC | 1,340 | $644K | 0.1% | -27.2% | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 3,964 | $1.91M | 0.3% | -1.2% | 0.000% | |
4/25/2024 | Eudaimonia Partners LLC | 113,006 | $54.32M | 12.9% | +10.0% | 0.012% | |
4/25/2024 | Valeo Financial Advisors LLC | 43,273 | $20.10M | 0.6% | +4.3% | 0.005% | |
4/25/2024 | Eudaimonia Advisors LLC | 3,063 | $1.47M | 0.8% | +0.9% | 0.000% | |
4/25/2024 | Penn Davis Mcfarland Inc. | 1,760 | $846K | 0.1% | -13.3% | 0.000% | |
4/25/2024 | WestHill Financial Advisors Inc. | 154,761 | $74.39M | 18.3% | -1.0% | 0.017% | |
4/25/2024 | Telos Capital Management Inc. | 670 | $322K | 0.0% | +10.9% | 0.000% | |
4/25/2024 | MFA Wealth Advisors LLC | 452 | $217K | 0.1% | N/A | 0.000% | |
4/25/2024 | IFG Advisors LLC | 47,699 | $22.93M | 5.9% | +8.2% | 0.005% | |
4/25/2024 | Summit Financial LLC | 40,274 | $19.36M | 1.1% | +6.8% | 0.004% | |
4/25/2024 | IAG Wealth Partners LLC | 788 | $379K | 0.1% | -13.2% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,927,563 | $926.58M | 3.6% | +1.5% | 0.213% | |
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4/25/2024 | Christopher J. Hasenberg Inc | 55,365 | $26.61M | 13.1% | -7.9% | 0.006% | |
4/24/2024 | Private Trust Co. NA | 14,220 | $6.84M | 0.7% | +2.4% | 0.002% | |
4/24/2024 | Leavell Investment Management Inc. | 46,934 | $22.56M | 1.3% | +2.0% | 0.005% | |
4/24/2024 | Patton Albertson Miller Group LLC | 1,016 | $489K | 0.1% | +26.4% | 0.000% | |
4/24/2024 | Zhang Financial LLC | 226,909 | $109.08M | 8.1% | +11.9% | 0.025% | |
4/24/2024 | CENTRAL TRUST Co | 88,491 | $42.54M | 1.1% | +10.1% | 0.010% | |
4/24/2024 | Alta Advisers Ltd | 54,834 | $26.36M | 13.1% | -5.0% | 0.006% | |
4/24/2024 | 1900 Wealth Management LLC | 7,598 | $3.65M | 0.3% | +7.6% | 0.001% | |
4/24/2024 | Activest Wealth Management | 19,009 | $9.14M | 4.4% | -1.3% | 0.002% | |
4/24/2024 | Oxler Private Wealth LLC | 50,052 | $24.06M | 9.4% | +115.6% | 0.006% | |