7/26/2024 | Beacon Financial Advisory LLC | 11,742 | $1.39M | 0.5% | +15.9% | 0.003% | |
7/26/2024 | Detalus Advisors LLC | 4,883 | $579K | 0.2% | +4.4% | 0.001% | |
7/26/2024 | West Branch Capital LLC | 7,019 | $832K | 0.3% | -11.1% | 0.002% | |
7/26/2024 | Avion Wealth | 165,080 | $19.58M | 5.4% | -1.3% | 0.036% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 11,697 | $1.39M | 0.3% | +4.1% | 0.003% | |
7/26/2024 | McClarren Financial Advisors Inc. | 1,541 | $183K | 0.1% | -87.6% | 0.000% | |
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7/26/2024 | West Bancorporation Inc. | 41,840 | $4.96M | 3.7% | +3.1% | 0.009% | |
7/26/2024 | TI Trust Inc. | 11,125 | $1.32M | 1.0% | +7.6% | 0.002% | |
7/26/2024 | Richardson Capital Management LLC | 11,252 | $1.34M | 1.0% | N/A | 0.002% | |
7/26/2024 | Financial Connections Group Inc. | 526 | $62K | 0.0% | N/A | 0.000% | |
7/26/2024 | Harbour Investments Inc. | 47,391 | $5.62M | 0.2% | +5.4% | 0.010% | |
7/26/2024 | Atomi Financial Group Inc. | 5,959 | $707K | 0.1% | +12.3% | 0.001% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 784,981 | $93.10M | 0.3% | +1.8% | 0.173% | |
7/26/2024 | Integrity Wealth Solutions LLC | 20,087 | $2.38M | 1.5% | -1.8% | 0.004% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 22,766 | $2.70M | 0.1% | -46.9% | 0.005% | |
7/26/2024 | First Command Advisory Services Inc. | 8,680 | $1.03M | 0.0% | -2.9% | 0.002% | |
7/26/2024 | SlateStone Wealth LLC | 111,542 | $13.23M | 1.4% | -3.5% | 0.025% | |
7/26/2024 | Bailard Inc. | 43,349 | $5.14M | 0.1% | +550.2% | 0.010% | |
7/26/2024 | Verdence Capital Advisors LLC | 26,585 | $3.15M | 0.3% | -0.4% | 0.006% | |
7/26/2024 | Bank of New York Mellon Corp | 117,584 | $13.95M | 0.0% | -9.0% | 0.026% | |
7/26/2024 | AlphaCentric Advisors LLC | 2,936 | $348K | 0.3% | -4.9% | 0.001% | |
7/26/2024 | Bristlecone Advisors LLC | 15,319 | $1.82M | 0.2% | -1.1% | 0.003% | |
7/26/2024 | TFG Advisers LLC | 6,214 | $737K | 0.3% | -2.4% | 0.001% | |
7/26/2024 | Salomon & Ludwin LLC | 169,809 | $20.14M | 2.2% | -24.2% | 0.038% | |
7/26/2024 | Patten Group Inc. | 10,744 | $1.27M | 0.3% | +2.3% | 0.002% | |
7/25/2024 | New Millennium Group LLC | 539 | $64K | 0.0% | N/A | 0.000% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 47,087 | $5.81M | 2.5% | +5.7% | 0.010% | |
7/25/2024 | Raymond James Trust N.A. | 56,697 | $6.72M | 0.2% | -2.4% | 0.013% | |
7/25/2024 | Pineridge Advisors LLC | 565 | $67K | 0.0% | -20.8% | 0.000% | |
7/25/2024 | AMG National Trust Bank | 72,590 | $8.61M | 0.2% | -0.2% | 0.016% | |
7/25/2024 | Sigma Investment Counselors Inc. | 83,436 | $9.90M | 0.5% | -1.4% | 0.018% | |
7/25/2024 | Tempus Wealth Planning LLC | 13,043 | $1.55M | 0.6% | -4.6% | 0.003% | |
7/25/2024 | Dodds Wealth LLC | 52,122 | $6.19M | 2.4% | -2.1% | 0.012% | |
7/25/2024 | Independence Bank of Kentucky | 8,852 | $1.05M | 0.3% | -1.4% | 0.002% | |
7/25/2024 | Pettinga Financial Advisors LLC | 75,356 | $8.94M | 2.2% | +2.9% | 0.017% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 277,256 | $32.88M | 3.4% | +1.8% | 0.061% | |
7/25/2024 | Destiny Wealth Partners LLC | 53,479 | $6.34M | 1.1% | -64.4% | 0.012% | |
7/25/2024 | Institute for Wealth Management LLC. | 2,929 | $347K | 0.0% | -6.1% | 0.001% | |
7/25/2024 | Kanawha Capital Management LLC | 2,713 | $322K | 0.0% | N/A | 0.001% | |
7/25/2024 | Destination Wealth Management | 3,551 | $421K | 0.0% | +34.1% | 0.001% | |
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7/25/2024 | First Merchants Corp | 16,394 | $1.94M | 0.1% | -13.6% | 0.004% | |
7/25/2024 | Beacon Capital Management LLC | 2,348 | $278K | 0.1% | +15.0% | 0.001% | |
7/24/2024 | Quotient Wealth Partners LLC | 3,562 | $422K | 0.0% | -25.4% | 0.001% | |
7/24/2024 | VeraBank N.A. | 19,247 | $2.28M | 0.7% | +1.0% | 0.004% | |
7/24/2024 | Lebenthal Global Advisors LLC | 16,490 | $1.96M | 0.4% | -10.0% | 0.004% | |
7/24/2024 | Premier Path Wealth Partners LLC | 4,751 | $563K | 0.1% | +5.0% | 0.001% | |
7/24/2024 | Charter Oak Capital Management LLC | 9,438 | $1.12M | 0.1% | +17.9% | 0.002% | |
7/24/2024 | Bowman & Co S.C. | 23,867 | $2.83M | 1.6% | +3.1% | 0.005% | |
7/24/2024 | Slagle Financial LLC | 3,224 | $382K | 0.2% | -11.8% | 0.001% | |
7/24/2024 | ShoreHaven Wealth Partners LLC | 2,444 | $290K | 0.2% | -3.9% | 0.001% | |
7/24/2024 | Cornerstone Wealth Group LLC | 5,513 | $654K | 0.1% | -4.7% | 0.001% | |
7/24/2024 | JB Capital LLC | 8,352 | $991K | 0.1% | +10.2% | 0.002% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,241 | $859K | 0.1% | +3.3% | 0.002% | |
7/24/2024 | My Legacy Advisors LLC | 8,205 | $973K | 0.3% | N/A | 0.002% | |
7/24/2024 | &PARTNERS | 45,374 | $5.69M | 0.2% | +446.7% | 0.010% | |
7/24/2024 | Cultivar Capital Inc. | 307 | $36K | 0.0% | N/A | 0.000% | |
7/23/2024 | Geneos Wealth Management Inc. | 33,976 | $4.03M | 0.2% | -0.4% | 0.008% | |
7/23/2024 | Private Advisory Group LLC | 112,040 | $13.29M | 1.7% | +18.9% | 0.025% | |
7/23/2024 | Precedent Wealth Partners LLC | 10,393 | $1.23M | 0.5% | +40.1% | 0.002% | |
7/23/2024 | HTLF Bank | 9,689 | $1.15M | 0.1% | -9.7% | 0.002% | |
7/23/2024 | LaFleur & Godfrey LLC | 4,323 | $513K | 0.1% | +15.2% | 0.001% | |
7/23/2024 | PSI Advisors LLC | 677 | $80K | 0.0% | +46.2% | 0.000% | |
7/23/2024 | Darrow Company Inc. | 65,097 | $7.72M | 5.0% | -1.2% | 0.014% | |
7/23/2024 | American National Bank | 439 | $52K | 0.0% | +29.1% | 0.000% | |
7/23/2024 | Security Financial Services INC. | 1,915 | $227K | 0.0% | -15.6% | 0.000% | |
7/23/2024 | Valicenti Advisory Services Inc. | 2,180 | $259K | 0.1% | -41.2% | 0.000% | |
7/23/2024 | Rockland Trust Co. | 36,130 | $4.29M | 0.2% | -0.2% | 0.008% | |
7/23/2024 | Macroview Investment Management LLC | 800 | $95K | 0.1% | -55.8% | 0.000% | |
7/23/2024 | MeadowBrook Investment Advisors LLC | 14,424 | $1.71M | 1.2% | +7,491.6% | 0.003% | |
7/23/2024 | Burns J W & Co. Inc. NY | 30,373 | $3.60M | 0.5% | -2.4% | 0.007% | |
7/23/2024 | Busey Bank | 48,372 | $5.74M | 0.2% | -18.8% | 0.011% | |
7/23/2024 | Vicus Capital | 16,022 | $1.90M | 0.2% | -2.7% | 0.004% | |
7/23/2024 | KG&L Capital Management LLC | 4,429 | $525K | 0.2% | -2.7% | 0.001% | |
7/23/2024 | Ayalon Insurance Comp Ltd. | 29,606 | $3.51M | 1.2% | -3.0% | 0.007% | |
7/23/2024 | Fifth Third Wealth Advisors LLC | 2,482 | $294K | 0.0% | N/A | 0.001% | |
7/23/2024 | Crescent Grove Advisors LLC | 72,877 | $8.64M | 0.9% | -4.8% | 0.016% | |
7/23/2024 | Prossimo Advisors LLC | 9,545 | $1.13M | 1.0% | N/A | 0.002% | |
7/23/2024 | Orgel Wealth Management LLC | 15,115 | $1.79M | 0.0% | +6.5% | 0.003% | |
7/23/2024 | XML Financial LLC | 61,584 | $7.30M | 0.7% | +1.4% | 0.014% | |
7/22/2024 | Iron Horse Wealth Management LLC | 233,272 | $27.67M | 10.6% | +2.6% | 0.052% | |
7/22/2024 | Atria Wealth Solutions Inc. | 366,040 | $43.41M | 0.5% | +10.4% | 0.081% | |
7/22/2024 | Security National Bank | 3,903 | $463K | 0.1% | -5.4% | 0.001% | |
7/22/2024 | Oak Harvest Investment Services | 181,103 | $21.48M | 3.7% | -2.3% | 0.040% | |
7/22/2024 | Fifth Third Bancorp | 11,849 | $1.41M | 0.0% | -17.9% | 0.003% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 24,659 | $2.93M | 0.5% | +4.2% | 0.005% | |
7/22/2024 | Chevy Chase Trust Holdings LLC | 20,205 | $2.40M | 0.0% | -5.3% | 0.004% | |
7/22/2024 | Focus Financial Network Inc. | 233,294 | $29.00M | 1.2% | -3.5% | 0.052% | |
7/22/2024 | Sanibel Captiva Trust Company Inc. | 792,385 | $93.98M | 3.2% | +3.3% | 0.175% | |
7/22/2024 | LongView Wealth Management | 5,025 | $596K | 0.2% | +10.6% | 0.001% | |
7/22/2024 | Mayfair Advisory Group LLC | 4,705 | $572K | 0.4% | +5.0% | 0.001% | |
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7/22/2024 | Carnegie Investment Counsel | 15,339 | $1.82M | 0.1% | +0.9% | 0.003% | |
7/22/2024 | Wealthspan Partners LLC | 37,290 | $4.42M | 2.4% | +7.9% | 0.008% | |
7/22/2024 | Pallas Capital Advisors LLC | 15,799 | $1.95M | 0.1% | +11.4% | 0.003% | |
7/22/2024 | Perfromance Wealth Partners LLC | 182,783 | $21.68M | 0.8% | -34.1% | 0.040% | |
7/22/2024 | MBE Wealth Management LLC | 3,949 | $468K | 0.3% | -7.6% | 0.001% | |
7/22/2024 | Essex Private Wealth Management LLC | 1,770 | $210K | 0.5% | +6.8% | 0.000% | |
7/22/2024 | Dakota Wealth Management | 14,029 | $1.66M | 0.0% | -6.1% | 0.003% | |
7/20/2024 | First Citizens Bank & Trust Co. | 16,691 | $1.98M | 0.0% | -3.2% | 0.004% | |
7/20/2024 | Auour Investments LLC | 19,209 | $2.28M | 0.8% | -12.8% | 0.004% | |
7/20/2024 | ZWJ Investment Counsel Inc. | 12,750 | $1.51M | 0.1% | +16.4% | 0.003% | |