7/27/2024 | Evolution Advisers Inc. | 230,602 | $10.09M | 5.4% | +2.6% | 0.013% | |
7/27/2024 | Riversedge Advisors LLC | 280,609 | $12.28M | 3.0% | +9.9% | 0.016% | |
7/27/2024 | Rockwood Wealth Management LLC | 23,803 | $1.04M | 0.1% | +24.9% | 0.001% | |
7/27/2024 | Sterling Investment Management LLC | 54,415 | $2.38M | 1.8% | +7.7% | 0.003% | |
7/26/2024 | Arcadia Wealth Management LLC | 161,029 | $7.05M | 4.0% | +13.4% | 0.009% | |
7/26/2024 | Aletheian Wealth Advisors LLC | 150,527 | $6.59M | 3.5% | +10.6% | 0.008% | |
|
7/26/2024 | Keener Financial Planning LLC | 184,579 | $8.08M | 5.3% | +8.7% | 0.010% | |
7/26/2024 | Echo45 Advisors LLC | 151,316 | $6.62M | 4.7% | -12.1% | 0.008% | |
7/26/2024 | 1900 Wealth Management LLC | 102,058 | $4.47M | 0.4% | -3.4% | 0.006% | |
7/26/2024 | Avion Wealth | 85,433 | $3.74M | 1.0% | -5.9% | 0.005% | |
7/26/2024 | BLB&B Advisors LLC | 2,167,716 | $94.86M | 5.2% | +9.6% | 0.120% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 110,125 | $4.82M | 1.0% | -1.1% | 0.006% | |
7/26/2024 | Tenon Financial LLC | 7,425 | $325K | 0.3% | +7.5% | 0.000% | |
7/26/2024 | McClarren Financial Advisors Inc. | 3,063 | $134K | 0.1% | -89.9% | 0.000% | |
7/26/2024 | ABLE Financial Group LLC | 7,465 | $327K | 0.1% | +4.9% | 0.000% | |
7/26/2024 | TI Trust Inc. | 50,182 | $2.20M | 1.7% | +2.8% | 0.003% | |
7/26/2024 | WealthShield Partners LLC | 14,761 | $646K | 0.1% | +13.2% | 0.001% | |
7/26/2024 | Checchi Capital Advisers LLC | 394,927 | $17.28M | 0.9% | +2.3% | 0.022% | |
7/26/2024 | Worth Financial Advisory Group LLC | 4,604 | $201K | 0.1% | N/A | 0.000% | |
7/26/2024 | Harbour Investments Inc. | 153,256 | $6.71M | 0.2% | +11.8% | 0.008% | |
7/26/2024 | LS Investment Advisors LLC | 6,667 | $292K | 0.0% | -3.4% | 0.000% | |
7/26/2024 | NavPoint Financial Inc. | 76,753 | $3.36M | 2.9% | +42.5% | 0.004% | |
7/26/2024 | Park Edge Advisors LLC | 19,049 | $834K | 0.3% | -30.2% | 0.001% | |
7/26/2024 | Proathlete Wealth Management LLC | 113,391 | $4.96M | 2.3% | +5.1% | 0.006% | |
7/26/2024 | Eagle Bay Advisors LLC | 134,674 | $5.89M | 3.6% | +51.6% | 0.007% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 29,177 | $1.28M | 0.2% | +18.6% | 0.002% | |
7/26/2024 | Instrumental Wealth LLC | 4,976 | $215K | 0.2% | N/A | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 377,896 | $16.54M | 1.2% | +2.0% | 0.021% | |
7/26/2024 | Wealth Advisory Solutions LLC | 81,623 | $3.57M | 1.0% | -2.5% | 0.005% | |
7/26/2024 | Granite Harbor Advisors Inc. | 85,329 | $3.73M | 2.4% | +1.8% | 0.005% | |
7/26/2024 | Atlantic Edge Private Wealth Management LLC | 171,709 | $7.51M | 2.5% | +39.4% | 0.009% | |
7/26/2024 | Dearborn Partners LLC | 9,777 | $428K | 0.0% | +43.8% | 0.001% | |
7/26/2024 | GAM Holding AG | 31,000 | $1.36M | 0.1% | -22.5% | 0.002% | |
7/26/2024 | AlphaStar Capital Management LLC | 48,915 | $2.14M | 0.2% | -0.6% | 0.003% | |
7/26/2024 | Latitude Advisors LLC | 6,280 | $275K | 0.2% | +6.9% | 0.000% | |
7/26/2024 | My Personal CFO LLC | 15,571 | $681K | 0.4% | +2.0% | 0.001% | |
7/26/2024 | Cordant Inc. | 274,478 | $12.01M | 6.7% | +2.8% | 0.015% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 288,102 | $12.61M | 0.3% | +86.7% | 0.016% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 756,731 | $33.12M | 0.1% | -19.5% | 0.042% | |
7/26/2024 | Trust Co. of Virginia VA | 5,802 | $254K | 0.0% | -47.6% | 0.000% | |
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7/26/2024 | First Command Advisory Services Inc. | 5,871 | $244K | 0.0% | +6.8% | 0.000% | |
7/26/2024 | Callan Family Office LLC | 137,981 | $6.04M | 1.2% | +9.5% | 0.008% | |
7/26/2024 | Cohen Investment Advisors LLC | 10,411 | $456K | 0.3% | -10.1% | 0.001% | |
7/26/2024 | Sierra Capital LLC | 174,166 | $7.62M | 1.0% | +1.6% | 0.010% | |
7/26/2024 | Stash Investments LLC | 222,660 | $9.74M | 6.4% | +4.5% | 0.012% | |
7/26/2024 | SlateStone Wealth LLC | 46,235 | $2.02M | 0.2% | -1.9% | 0.003% | |
7/26/2024 | Bailard Inc. | 359,696 | $15.74M | 0.4% | +0.6% | 0.020% | |
7/26/2024 | Paulson Wealth Management Inc. | 5,853 | $256K | 0.1% | -16.5% | 0.000% | |
7/26/2024 | Ackerman Capital Advisors LLC | 12,334 | $540K | 0.1% | +39.5% | 0.001% | |
7/26/2024 | Bank of New York Mellon Corp | 10,556,068 | $461.93M | 0.1% | -3.9% | 0.583% | |
7/26/2024 | Catalyst Financial Partners LLC | 20,960 | $917K | 0.2% | +1.4% | 0.001% | |
7/26/2024 | Bristlecone Advisors LLC | 157,565 | $6.90M | 0.6% | -1.7% | 0.009% | |
7/26/2024 | TFG Advisers LLC | 11,235 | $492K | 0.2% | -4.6% | 0.001% | |
7/26/2024 | Salomon & Ludwin LLC | 76,348 | $3.34M | 0.4% | -20.2% | 0.004% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 51,312 | $2.28M | 1.0% | +9.0% | 0.003% | |
7/25/2024 | Hills Bank & Trust Co | 306,976 | $13.43M | 1.1% | +3.5% | 0.017% | |
7/25/2024 | Highland Capital Management LLC | 24,132 | $1.06M | 0.1% | -4.6% | 0.001% | |
7/25/2024 | Capital Advisors Ltd. LLC | 3,623 | $159K | 0.0% | -9.9% | 0.000% | |
7/25/2024 | Lincoln National Corp | 1,931,206 | $84.51M | 2.9% | -11.1% | 0.107% | |
7/25/2024 | AMG National Trust Bank | 43,617 | $1.91M | 0.1% | +38.0% | 0.002% | |
7/25/2024 | Sigma Investment Counselors Inc. | 669,287 | $29.29M | 1.5% | +0.6% | 0.037% | |
7/25/2024 | EQ LLC | 4,675 | $205K | 0.1% | N/A | 0.000% | |
7/25/2024 | Aries Wealth Management | 40,479 | $1.77M | 0.6% | -0.7% | 0.002% | |
7/25/2024 | SNS Financial Group LLC | 589,408 | $25.79M | 2.8% | +9.1% | 0.033% | |
7/25/2024 | Wooster Corthell Wealth Management Inc. | 78,983 | $3.46M | 0.8% | -0.8% | 0.004% | |
7/25/2024 | Pettinga Financial Advisors LLC | 8,503 | $372K | 0.1% | -5.0% | 0.000% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 126,093 | $5.52M | 0.6% | -0.7% | 0.007% | |
7/25/2024 | Field & Main Bank | 920 | $40K | 0.0% | N/A | 0.000% | |
7/25/2024 | Harbor Advisory Corp MA | 226,536 | $9.91M | 3.4% | +0.3% | 0.013% | |
7/25/2024 | Waypoint Capital Advisors LLC | 243,490 | $10.66M | 2.7% | +14.6% | 0.013% | |
7/25/2024 | Upper Left Wealth Management LLC | 32,327 | $1.42M | 1.3% | +24.2% | 0.002% | |
7/25/2024 | Tanager Wealth Management LLP | 437,623 | $19.15M | 2.8% | +8.3% | 0.024% | |
7/25/2024 | Institute for Wealth Management LLC. | 25,907 | $1.13M | 0.2% | -6.9% | 0.001% | |
7/25/2024 | RPS Advisory Solutions LLC | 7,950 | $348K | 0.3% | N/A | 0.000% | |
7/25/2024 | Cooksen Wealth LLC | 81,892 | $3.58M | 3.6% | +0.8% | 0.005% | |
7/25/2024 | Cape ANN Savings Bank | 14,091 | $617K | 0.4% | -8.5% | 0.001% | |
7/25/2024 | Kanawha Capital Management LLC | 123,409 | $5.40M | 0.4% | -3.3% | 0.007% | |
7/25/2024 | Financial Guidance Group Inc. | 22,992 | $1.01M | 0.6% | N/A | 0.001% | |
7/25/2024 | Pictet North America Advisors SA | 28,500 | $1.25M | 0.1% | N/A | 0.002% | |
7/25/2024 | Beacon Capital Management LLC | 596 | $26K | 0.0% | -34.6% | 0.000% | |
7/25/2024 | Monarch Capital Management Inc. | 55,746 | $2.44M | 0.7% | -1.8% | 0.003% | |
7/25/2024 | Waypoint Wealth Partners Inc. | 16,295 | $713K | 0.2% | -1.8% | 0.001% | |
7/24/2024 | McAdam LLC | 122,649 | $5.37M | 0.3% | -1.6% | 0.007% | |
7/24/2024 | Family Firm Inc. | 111,937 | $4.90M | 0.6% | -0.8% | 0.006% | |
7/24/2024 | TrueWealth Advisors LLC | 7,059 | $309K | 0.1% | +6.0% | 0.000% | |
7/24/2024 | Transcendent Capital Group LLC | 5,632 | $246K | 0.1% | +9.2% | 0.000% | |
7/24/2024 | Family CFO Inc | 74,162 | $3.25M | 2.0% | -0.9% | 0.004% | |
7/24/2024 | Grove Bank & Trust | 85,281 | $3.73M | 0.6% | +145.4% | 0.005% | |
7/24/2024 | Strategic Financial Partners Ltd. | 140,699 | $6.16M | 3.4% | +26.3% | 0.008% | |
7/24/2024 | Allegiance Financial Group Advisory Services LLC | 68,070 | $2.98M | 1.1% | +1.3% | 0.004% | |
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7/24/2024 | VeraBank N.A. | 6,485 | $284K | 0.1% | -6.9% | 0.000% | |
7/24/2024 | Everhart Financial Group Inc. | 106,612 | $4.65M | 1.2% | +5.9% | 0.006% | |
7/24/2024 | Charter Oak Capital Management LLC | 33,685 | $1.47M | 0.2% | -9.1% | 0.002% | |
7/24/2024 | American Financial Advisors LLC | 65,856 | $2.88M | 0.4% | -5.0% | 0.004% | |
7/24/2024 | Sound Stewardship LLC | 40,099 | $1.76M | 1.1% | -41.9% | 0.002% | |
7/24/2024 | Diversified LLC | 9,370 | $410K | 0.0% | +43.9% | 0.001% | |
7/24/2024 | Meredith Wealth Planning | 11,914 | $521K | 0.3% | -16.9% | 0.001% | |
7/24/2024 | My Legacy Advisors LLC | 4,845 | $212K | 0.1% | N/A | 0.000% | |
7/24/2024 | Catalyst Private Wealth LLC | 21,634 | $947K | 0.5% | +4.3% | 0.001% | |
7/24/2024 | &PARTNERS | 586,753 | $25.68M | 1.1% | +148.6% | 0.032% | |