4/24/2024 | SOL Capital Management CO | 16,212 | $5.58M | 0.7% | +5.6% | 0.005% | |
4/24/2024 | Simplicity Wealth LLC | 22,782 | $7.84M | 0.2% | N/A | 0.007% | |
4/24/2024 | Archford Capital Strategies LLC | 98,348 | $33.85M | 5.7% | -4.2% | 0.029% | |
4/24/2024 | NBT Bank N A NY | 88 | $30K | 0.0% | N/A | 0.000% | |
4/24/2024 | Wells Trecaso Financial Group LLC | 1,064 | $366K | 0.1% | -3.2% | 0.000% | |
4/24/2024 | Spire Wealth Management | 16,694 | $5.75M | 0.2% | +1.8% | 0.005% | |
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4/24/2024 | First Pacific Financial | 63,644 | $21.91M | 6.1% | -0.1% | 0.018% | |
4/24/2024 | Gemmer Asset Management LLC | 34,992 | $12.04M | 1.4% | +0.4% | 0.010% | |
4/24/2024 | Essex Financial Services Inc. | 14,132 | $4.86M | 0.4% | +31.4% | 0.004% | |
4/24/2024 | Capasso Planning Partners LLC | 1,009 | $347K | 0.1% | -5.4% | 0.000% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 225 | $74K | 0.0% | +100.9% | 0.000% | |
4/23/2024 | Truefg LLC | 5,693 | $1.96M | 0.7% | -2.8% | 0.002% | |
4/23/2024 | Godsey & Gibb Inc. | 234 | $81K | 0.0% | +368.0% | 0.000% | |
4/23/2024 | Charter Oak Capital Management LLC | 9,816 | $3.38M | 0.4% | -2.3% | 0.003% | |
4/23/2024 | Busey Bank | 4,994 | $1.72M | 0.1% | -3.5% | 0.001% | |
4/23/2024 | Platte River Wealth Advisors LLC | 46,935 | $16.16M | 4.6% | +10.9% | 0.014% | |
4/23/2024 | BSW Wealth Partners | 640 | $220K | 0.0% | N/A | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 59,467 | $20.47M | 0.8% | -2.8% | 0.017% | |
4/23/2024 | Covenant Asset Management LLC | 4,970 | $1.71M | 0.3% | -1.9% | 0.001% | |
4/23/2024 | LaFleur & Godfrey LLC | 2,529 | $871K | 0.1% | +46.7% | 0.001% | |
4/23/2024 | Sage Mountain Advisors LLC | 10,875 | $3.74M | 0.4% | +0.5% | 0.003% | |
4/23/2024 | WASHINGTON TRUST Co | 2,029 | $698K | 0.0% | +22.3% | 0.001% | |
4/23/2024 | Canvas Wealth Advisors LLC | 8,996 | $2.99M | 1.0% | -6.6% | 0.003% | |
4/23/2024 | Venturi Wealth Management LLC | 343,044 | $118.08M | 7.6% | -1.6% | 0.100% | |
4/23/2024 | Silver Lake Advisory LLC | 836 | $288K | 0.1% | N/A | 0.000% | |
4/23/2024 | Community Financial Services Group LLC | 656 | $226K | 0.1% | N/A | 0.000% | |
4/23/2024 | Spectrum Asset Management Inc. NB CA | 7,919 | $2.73M | 1.2% | -12.2% | 0.002% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 31,534 | $10.85M | 0.9% | -3.3% | 0.009% | |
4/23/2024 | Gradient Investments LLC | 1,955 | $673K | 0.0% | +24.2% | 0.001% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 3,540 | $1.22M | 0.2% | +6.2% | 0.001% | |
4/23/2024 | TrueWealth Advisors LLC | 2,534 | $872K | 0.3% | -7.4% | 0.001% | |
4/23/2024 | Tyche Wealth Partners LLC | 1,094 | $377K | 0.1% | -14.7% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 237,070 | $81.60M | 0.3% | +1.8% | 0.069% | |
4/23/2024 | McAdam LLC | 6,634 | $2.28M | 0.1% | +20.7% | 0.002% | |
4/23/2024 | Warner Financial Inc. | 64,837 | $22.32M | 11.2% | +0.3% | 0.019% | |
4/23/2024 | Stablepoint Partners LLC | 2,485 | $855K | 0.2% | +10.3% | 0.001% | |
4/23/2024 | Principle Wealth Partners LLC | 119,723 | $41.21M | 3.2% | +1.3% | 0.035% | |
4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,533 | $825K | 0.0% | +1.9% | 0.001% | |
4/23/2024 | Strategic Blueprint LLC | 103,224 | $35.53M | 2.5% | +11.1% | 0.030% | |
4/23/2024 | Accurate Wealth Management LLC | 8,287 | $2.67M | 0.8% | -0.5% | 0.002% | |
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4/23/2024 | Wealth Effects LLC | 5,720 | $1.97M | 0.7% | +2.2% | 0.002% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,335,391 | $459.64M | 0.7% | -0.2% | 0.388% | |
4/23/2024 | Stonegate Investment Group LLC | 3,863 | $1.33M | 0.0% | +9.0% | 0.001% | |
4/23/2024 | StoneCrest Wealth Management Inc. | 764 | $263K | 0.2% | -4.1% | 0.000% | |
4/23/2024 | Sutton Place Investors LLC | 9,888 | $3.40M | 1.7% | +51.5% | 0.003% | |
4/23/2024 | Sapient Capital LLC | 7,122 | $2.45M | 0.1% | +70.9% | 0.002% | |
4/23/2024 | Prospect Financial Services LLC | 7,889 | $2.72M | 2.2% | -0.7% | 0.002% | |
4/22/2024 | Bristlecone Advisors LLC | 35,489 | $12.22M | 1.1% | +0.8% | 0.010% | |
4/22/2024 | Strategic Financial Concepts LLC | 13,646 | $4.70M | 1.1% | N/A | 0.004% | |
4/22/2024 | Confluence Wealth Services Inc. | 1,042 | $359K | 0.0% | +9.8% | 0.000% | |
4/22/2024 | Corrigan Financial Inc. | 199,355 | $68.62M | 17.5% | -3.9% | 0.058% | |
4/22/2024 | Towneley Capital Management Inc DE | 65,845 | $22.66M | 5.6% | -3.3% | 0.019% | |
4/22/2024 | Chaney Capital Management Inc. | 91,297 | $31.42M | 25.3% | +2.0% | 0.027% | |
4/22/2024 | Bay Rivers Group | 12,766 | $4.39M | 2.4% | -8.8% | 0.004% | |
4/22/2024 | Greystone Financial Group LLC | 12,075 | $4.16M | 0.8% | +2.8% | 0.004% | |
4/22/2024 | HF Advisory Group LLC | 3,102 | $1.07M | 0.6% | +1.3% | 0.001% | |
4/22/2024 | PFG Investments LLC | 34,416 | $11.85M | 0.7% | +313.7% | 0.010% | |
4/22/2024 | Rockwood Wealth Management LLC | 6,631 | $2.28M | 0.3% | +0.7% | 0.002% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 60,862 | $20.95M | 7.5% | -12.5% | 0.018% | |
4/22/2024 | Oakworth Capital Inc. | 3,498 | $1.20M | 0.1% | +266.3% | 0.001% | |
4/22/2024 | Parsons Capital Management Inc. RI | 7,728 | $2.66M | 0.2% | +12.4% | 0.002% | |
4/22/2024 | Outlook Wealth Advisors LLC | 7,619 | $2.62M | 0.8% | +59.3% | 0.002% | |
4/22/2024 | Donaldson Capital Management LLC | 13,788 | $4.75M | 0.2% | -4.6% | 0.004% | |
4/22/2024 | Raymond James & Associates | 935,700 | $322.07M | 0.2% | -1.9% | 0.272% | |
4/22/2024 | New Perspectives Inc | 1,819 | $626K | 0.3% | N/A | 0.001% | |
4/22/2024 | Arthur M. Cohen & Associates LLC | 1,207 | $416K | 0.1% | -5.5% | 0.000% | |
4/22/2024 | Rainey & Randall Investment Management Inc. | 962 | $331K | 0.1% | +3.4% | 0.000% | |
4/22/2024 | Everpar Advisors LLC | 1,193 | $411K | 0.2% | -17.3% | 0.000% | |
4/22/2024 | Strategies Wealth Advisors LLC | 305,112 | $105.02M | 16.2% | +2.4% | 0.089% | |
4/22/2024 | Beacon Financial Planning Inc. | 864 | $297K | 0.2% | -17.3% | 0.000% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 7,250 | $2.50M | 0.1% | +13.8% | 0.002% | |
4/22/2024 | Edge Financial Advisors LLC | 8,911 | $3.07M | 2.7% | N/A | 0.003% | |
4/22/2024 | Wind River Trust Co | 20,723 | $7.13M | 2.6% | -1.4% | 0.006% | |
4/22/2024 | Physician Wealth Solutions Inc. | 637 | $219K | 0.2% | -4.8% | 0.000% | |
4/20/2024 | Cohen Investment Advisors LLC | 2,766 | $952K | 0.6% | -2.3% | 0.001% | |
4/20/2024 | Mezzasalma Advisors LLC | 957 | $330K | 0.2% | -11.1% | 0.000% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 63,659 | $21.91M | 0.6% | -1.0% | 0.018% | |
4/19/2024 | Horizon Bancorp Inc. IN | 27,323 | $9.41M | 4.5% | +13.8% | 0.008% | |
4/19/2024 | Everett Harris & Co. CA | 59,305 | $20.41M | 0.3% | +4.3% | 0.017% | |
4/19/2024 | Willis Johnson & Associates Inc. | 19,210 | $6.61M | 0.6% | -10.7% | 0.006% | |
4/19/2024 | Level Financial Advisors | 3,276 | $1.13M | 0.5% | +31.0% | 0.001% | |
4/19/2024 | Oak Harvest Investment Services | 14,047 | $4.84M | 0.8% | +16.3% | 0.004% | |
4/19/2024 | RTD Financial Advisors Inc. | 3,643 | $1.25M | 0.2% | -12.8% | 0.001% | |
4/19/2024 | Spinnaker Investment Group LLC | 5,630 | $1.94M | 0.5% | -1.5% | 0.002% | |
4/19/2024 | Veery Capital LLC | 54,978 | $18.92M | 7.8% | -1.1% | 0.016% | |
4/19/2024 | Tempus Wealth Planning LLC | 582 | $200K | 0.1% | N/A | 0.000% | |
4/19/2024 | Capital Wealth Management LLC | 72,497 | $24.95M | 11.9% | -5.3% | 0.021% | |
4/19/2024 | Accel Wealth Management | 3,031 | $1.04M | 0.4% | +27.8% | 0.001% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 702 | $242K | 0.1% | N/A | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 1,720 | $592K | 0.0% | +156.7% | 0.000% | |
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4/19/2024 | Cornerstone Wealth Management LLC | 24,360 | $8.39M | 0.7% | -2.3% | 0.007% | |
4/19/2024 | Advisor Resource Council | 1,363 | $469K | 0.2% | -80.5% | 0.000% | |
4/19/2024 | Kovack Advisors Inc. | 17,219 | $5.93M | 0.7% | -13.5% | 0.005% | |
4/19/2024 | Brickley Wealth Management | 116,673 | $40.16M | 9.2% | -0.3% | 0.034% | |
4/19/2024 | Lake Street Private Wealth LLC | 61,380 | $21.13M | 2.9% | +32.1% | 0.018% | |
4/19/2024 | IVC Wealth Advisors LLC | 50,058 | $17.23M | 10.0% | +0.1% | 0.015% | |
4/19/2024 | Leeward Financial Partners LLC | 36,844 | $12.68M | 5.4% | -0.1% | 0.011% | |
4/19/2024 | Yoder Wealth Management Inc. | 21,258 | $7.31M | 4.8% | -2.8% | 0.006% | |
4/19/2024 | Valeo Financial Advisors LLC | 13,015 | $4.48M | 0.0% | -1.0% | 0.004% | |
4/19/2024 | Evolution Wealth Advisors LLC | 2,380 | $819K | 0.2% | -3.1% | 0.001% | |