4/27/2024 | White Pine Investment CO | 25,169 | $2.38M | 0.7% | +7.4% | 0.005% | |
4/27/2024 | Vigilare Wealth Management | 3,540 | $335K | 0.2% | -55.7% | 0.001% | |
4/27/2024 | Fonville Wealth Management LLC | 4,700 | $445K | 0.2% | N/A | 0.001% | |
4/27/2024 | Members Advisory Group LLC | 174,251 | $16.49M | 9.3% | +1.1% | 0.034% | |
4/26/2024 | RCS Financial Planning LLC | 7,479 | $708K | 0.4% | -43.4% | 0.001% | |
4/26/2024 | MBA Advisors LLC | 19,885 | $1.88M | 1.0% | +6.8% | 0.004% | |
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4/26/2024 | Crestone Asset Management LLC | 308,928 | $29.23M | 5.9% | -4.3% | 0.060% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 73,484 | $6.95M | 2.9% | +28,382.2% | 0.014% | |
4/26/2024 | SlateStone Wealth LLC | 151,588 | $14.34M | 1.4% | +2.3% | 0.029% | |
4/26/2024 | Sage Advisory Services Ltd.Co. | 19,360 | $1.83M | 0.5% | +6.6% | 0.004% | |
4/26/2024 | Clear Creek Financial Management LLC | 34,234 | $3.24M | 0.4% | +2.8% | 0.007% | |
4/26/2024 | Carr Financial Group Corp | 23,511 | $2.23M | 0.7% | +24.9% | 0.005% | |
4/26/2024 | MONECO Advisors LLC | 57,805 | $5.47M | 0.9% | +46.6% | 0.011% | |
4/26/2024 | LifePro Asset Management | 13,877 | $1.31M | 0.9% | -13.5% | 0.003% | |
4/26/2024 | Davies Financial Advisors Inc. | 35,910 | $3.40M | 3.5% | N/A | 0.007% | |
4/26/2024 | Checchi Capital Advisers LLC | 10,797 | $1.02M | 0.1% | -27.4% | 0.002% | |
4/26/2024 | Latitude Advisors LLC | 27,847 | $2.64M | 1.6% | -33.9% | 0.005% | |
4/26/2024 | Tritonpoint Wealth LLC | 9,452 | $894K | 0.1% | +277.2% | 0.002% | |
4/26/2024 | Meridian Wealth Management LLC | 10,150 | $960K | 0.2% | -12.3% | 0.002% | |
4/25/2024 | Allworth Financial LP | 176,685 | $16.72M | 0.1% | +197.8% | 0.034% | |
4/25/2024 | Cardinal Strategic Wealth Guidance | 31,814 | $3.01M | 1.1% | +2.6% | 0.006% | |
4/25/2024 | One Day In July LLC | 209,876 | $19.86M | 2.6% | -31.9% | 0.041% | |
4/25/2024 | W Advisors LLC | 9,122 | $863K | 0.6% | -2.5% | 0.002% | |
4/25/2024 | Lodestar Private Asset Management LLC | 41,042 | $3.88M | 0.6% | +29.3% | 0.008% | |
4/25/2024 | TRUE Private Wealth Advisors | 4,660 | $441K | 0.1% | -64.1% | 0.001% | |
4/25/2024 | Strategy Asset Managers LLC | 8,066 | $763K | 0.2% | -21.2% | 0.002% | |
4/25/2024 | Osborne Partners Capital Management LLC | 175,630 | $16.62M | 1.0% | +6.9% | 0.034% | |
4/25/2024 | TNF LLC | 52,103 | $4.61M | 1.8% | -6.6% | 0.010% | |
4/25/2024 | Capital Investment Advisory Services LLC | 820 | $78K | 0.0% | -96.5% | 0.000% | |
4/25/2024 | BCM Advisors LLC | 336,724 | $29.77M | 7.6% | +1.2% | 0.065% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 76,008 | $7.19M | 1.4% | +3.0% | 0.015% | |
4/25/2024 | Summit Financial LLC | 102,267 | $9.68M | 0.6% | +49.8% | 0.020% | |
4/25/2024 | Intergy Private Wealth LLC | 13,461 | $1.27M | 0.5% | N/A | 0.003% | |
4/24/2024 | Krilogy Financial LLC | 282,875 | $26.77M | 2.1% | +151.1% | 0.055% | |
4/24/2024 | CENTRAL TRUST Co | 3,457 | $327K | 0.0% | -88.8% | 0.001% | |
4/24/2024 | 4Thought Financial Group Inc. | 39,240 | $3.71M | 2.4% | +70.6% | 0.008% | |
4/24/2024 | Oak Family Advisors LLC | 10,499 | $993K | 0.4% | +1.4% | 0.002% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 9,674 | $915K | 0.4% | +28.0% | 0.002% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 271 | $26K | 0.0% | -87.0% | 0.000% | |
4/24/2024 | Townsend & Associates Inc | 361,637 | $32.20M | 3.7% | +2.6% | 0.070% | |
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4/24/2024 | Arlington Capital Management Inc. | 99,655 | $9.43M | 7.9% | N/A | 0.019% | |
4/24/2024 | Hartford Financial Management Inc. | 2,031 | $192K | 0.0% | +10.2% | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 26,618 | $2.52M | 0.1% | -3.0% | 0.005% | |
4/24/2024 | Avitas Wealth Management LLC | 86,431 | $8.18M | 1.2% | +1.4% | 0.017% | |
4/24/2024 | Spire Wealth Management | 50,140 | $4.74M | 0.2% | -1.5% | 0.010% | |
4/24/2024 | Midwest Heritage Bank FSB | 2,485 | $235K | 0.1% | N/A | 0.000% | |
4/24/2024 | Solstein Capital LLC | 3,180 | $301K | 0.2% | -62.9% | 0.001% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 507 | $45K | 0.0% | N/A | 0.000% | |
4/23/2024 | Charter Oak Capital Management LLC | 3,813 | $361K | 0.0% | -8.6% | 0.001% | |
4/23/2024 | Bfsg LLC | 315 | $30K | 0.0% | +1,400.0% | 0.000% | |
4/23/2024 | Milestone Asset Management LLC | 13,435 | $1.27M | 0.4% | +22.0% | 0.003% | |
4/23/2024 | Global Retirement Partners LLC | 17,848 | $1.69M | 0.1% | -26.0% | 0.003% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 8,107 | $767K | 0.4% | +10.6% | 0.002% | |
4/23/2024 | AllGen Financial Advisors Inc. | 51,887 | $4.91M | 2.0% | -52.5% | 0.010% | |
4/23/2024 | Venturi Wealth Management LLC | 77,233 | $7.31M | 0.5% | +7.4% | 0.015% | |
4/23/2024 | Gradient Investments LLC | 973 | $92K | 0.0% | -99.6% | 0.000% | |
4/23/2024 | TrueWealth Advisors LLC | 2,479 | $235K | 0.1% | -25.3% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 48,040 | $4.55M | 0.0% | +21.8% | 0.009% | |
4/23/2024 | McAdam LLC | 13,409 | $1.27M | 0.1% | +54.9% | 0.003% | |
4/23/2024 | Principle Wealth Partners LLC | 2,325 | $220K | 0.0% | -7.9% | 0.000% | |
4/23/2024 | Petra Financial Advisors Inc. | 9,417 | $891K | 0.7% | -13.7% | 0.002% | |
4/23/2024 | Strategic Blueprint LLC | 94,954 | $8.99M | 0.6% | +9.1% | 0.018% | |
4/23/2024 | TAP Consulting LLC | 127,652 | $12.08M | 2.7% | -19.4% | 0.025% | |
4/23/2024 | Revisor Wealth Management LLC | 5,640 | $546K | 0.2% | N/A | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 2,221,259 | $210.18M | 0.3% | +9.9% | 0.426% | |
4/23/2024 | Sutton Place Investors LLC | 7,573 | $717K | 0.4% | +15.4% | 0.001% | |
4/22/2024 | Rovin Capital UT ADV | 7,929 | $750K | 0.3% | -43.4% | 0.002% | |
4/22/2024 | Bay Rivers Group | 62,988 | $5.96M | 3.3% | +10.5% | 0.012% | |
4/22/2024 | PFG Investments LLC | 20,360 | $1.93M | 0.1% | +25.4% | 0.004% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 34,235 | $3.24M | 1.2% | -13.0% | 0.007% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 190,248 | $18.00M | 3.7% | -10.9% | 0.037% | |
4/22/2024 | Signature Wealth Management Group | 27,267 | $2.43M | 1.1% | +0.9% | 0.005% | |
4/22/2024 | BTS Asset Management Inc. | 4,648 | $440K | 0.4% | +20.5% | 0.001% | |
4/22/2024 | Marmo Financial Group LLC | 19,840 | $1.88M | 1.1% | N/A | 0.004% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 8,450 | $800K | 0.0% | +22.1% | 0.002% | |
4/19/2024 | Willis Johnson & Associates Inc. | 151,481 | $14.33M | 1.2% | +6.9% | 0.029% | |
4/19/2024 | Marshall Financial Group LLC | 7,160 | $678K | 0.2% | +3.1% | 0.001% | |
4/19/2024 | New Century Financial Group LLC | 6,500 | $615K | 0.4% | -42.6% | 0.001% | |
4/19/2024 | Tempus Wealth Planning LLC | 7,941 | $751K | 0.3% | +39.7% | 0.002% | |
4/19/2024 | Amarillo National Bank | 2,358 | $223K | 0.0% | N/A | 0.000% | |
4/19/2024 | Ndwm LLC | 39,531 | $3.74M | 3.4% | -44.4% | 0.008% | |
4/19/2024 | Financial Sense Advisors Inc. | 2,513 | $238K | 0.1% | -73.8% | 0.000% | |
4/19/2024 | Madrona Financial Services LLC | 151,311 | $14.32M | 5.0% | +25.9% | 0.029% | |
4/19/2024 | Westside Investment Management Inc. | 16,358 | $1.55M | 0.4% | -1.0% | 0.003% | |
4/19/2024 | Arvest Investments Inc. | 84,496 | $8.00M | 1.3% | +25.6% | 0.016% | |
4/19/2024 | Lake Street Private Wealth LLC | 17,192 | $1.63M | 0.2% | +3.4% | 0.003% | |
4/19/2024 | OMNI 360 Wealth Inc. | 3,722 | $352K | 0.3% | +12.5% | 0.001% | |
4/19/2024 | E&G Advisors LP | 11,839 | $1.12M | 0.4% | -2.1% | 0.002% | |
4/19/2024 | KFG Wealth Management LLC | 2,522 | $239K | 0.1% | +11.5% | 0.000% | |
4/19/2024 | Yoder Wealth Management Inc. | 33,438 | $3.16M | 2.1% | +14.2% | 0.006% | |
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4/19/2024 | Monument Capital Management | 10,660 | $1.01M | 0.3% | -6.2% | 0.002% | |
4/19/2024 | Sloy Dahl & Holst LLC | 2,350 | $222K | 0.1% | +7.6% | 0.000% | |
4/18/2024 | SeaCrest Wealth Management LLC | 4,237 | $401K | 0.0% | -46.9% | 0.001% | |
4/18/2024 | Saxon Interests Inc. | 4,766 | $451K | 0.2% | N/A | 0.001% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 31,218 | $2.95M | 1.0% | -43.9% | 0.006% | |
4/18/2024 | Nationwide Fund Advisors | 1,312,626 | $124.20M | 13.5% | +1.7% | 0.253% | |
4/18/2024 | Refined Wealth Management | 83,645 | $7.91M | 5.8% | +5.8% | 0.016% | |
4/18/2024 | Quattro Financial Advisors LLC | 12,631 | $1.20M | 0.3% | N/A | 0.002% | |
4/18/2024 | Sharkey Howes & Javer | 117,519 | $11.12M | 1.8% | -1.5% | 0.023% | |
4/18/2024 | Woodmont Investment Counsel LLC | 1,363 | $129K | 0.0% | N/A | 0.000% | |