4/27/2024 | Dougherty Wealth Advisers LLC | 324 | $169K | 0.1% | -7.4% | 0.000% | |
4/27/2024 | Kellett Wealth Advisors LLC | 869 | $454K | 0.3% | +10.8% | 0.000% | |
4/27/2024 | Vigilare Wealth Management | 98 | $51K | 0.0% | N/A | 0.000% | |
4/27/2024 | Nadler Financial Group Inc. | 23,579 | $12.33M | 1.5% | -0.4% | 0.002% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 18,513 | $9.68M | 2.4% | +2.2% | 0.002% | |
4/27/2024 | Conning Inc. | 164,317 | $85.95M | 2.8% | -0.6% | 0.016% | |
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4/27/2024 | Foster Victor Wealth Advisors LLC | 10,017 | $5.19M | 0.5% | -13.5% | 0.001% | |
4/27/2024 | Signature Wealth Management Partners LLC | 6,980 | $3.65M | 3.0% | +1.5% | 0.001% | |
4/27/2024 | Caas Capital Management LP | 152,172 | $79.60M | 5.8% | +1,421.7% | 0.015% | |
4/27/2024 | K.J. Harrison & Partners Inc | 22,496 | $11.77M | 1.8% | +0.2% | 0.002% | |
4/27/2024 | Capital Performance Advisors LLP | 1,310 | $685K | 0.3% | -27.9% | 0.000% | |
4/26/2024 | Pinnacle Associates Ltd. | 197,669 | $103.40M | 1.6% | -1.7% | 0.020% | |
4/26/2024 | Sterling Investment Counsel LLC | 3,897 | $2.04M | 0.9% | -0.6% | 0.000% | |
4/26/2024 | Securian Asset Management Inc. | 36,170 | $18.92M | 0.6% | -91.7% | 0.004% | |
4/26/2024 | Aspen Investment Management Inc | 30,808 | $16.12M | 8.2% | +9.1% | 0.003% | |
4/26/2024 | BLB&B Advisors LLC | 38,183 | $19.97M | 1.1% | +12.3% | 0.004% | |
4/26/2024 | UMB Bank n.a. | 22,566 | $11.80M | 0.2% | -6.8% | 0.002% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 26,988 | $13.59M | 5.7% | -1.9% | 0.003% | |
4/26/2024 | Narwhal Capital Management | 1,202 | $629K | 0.1% | -10.9% | 0.000% | |
4/26/2024 | MBA Advisors LLC | 2,599 | $1.36M | 0.7% | -3.6% | 0.000% | |
4/26/2024 | LifeSteps Financial Inc. | 31,460 | $16.46M | 12.4% | -1.5% | 0.003% | |
4/26/2024 | Highview Capital Management LLC DE | 21,242 | $11.11M | 5.0% | +19.6% | 0.002% | |
4/26/2024 | Trevian Wealth Management LLC | 2,243 | $1.17M | 0.8% | +2.0% | 0.000% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 1,453 | $760K | 0.6% | -74.1% | 0.000% | |
4/26/2024 | Bellevue Asset Management LLC | 1,549 | $810K | 0.5% | +6.9% | 0.000% | |
4/26/2024 | Crestone Asset Management LLC | 16,851 | $8.81M | 1.8% | -3.5% | 0.002% | |
4/26/2024 | Northwest Bancshares Inc. | 7,107 | $3.72M | 0.6% | -1.9% | 0.001% | |
4/26/2024 | JNBA Financial Advisors | 2,791 | $1.46M | 0.2% | +29.3% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 71,419 | $37.36M | 0.4% | -5.6% | 0.007% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 3,746 | $1.96M | 0.8% | -4.3% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 29,500 | $15.43M | 1.3% | -1.4% | 0.003% | |
4/26/2024 | SlateStone Wealth LLC | 121,823 | $63.72M | 6.4% | -3.4% | 0.012% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 13,608 | $7.12M | 0.3% | -7.3% | 0.001% | |
4/26/2024 | Coastline Trust Co | 23,368 | $12.22M | 1.5% | +0.6% | 0.002% | |
4/26/2024 | Opus Capital Group LLC | 929 | $486K | 0.1% | -2.4% | 0.000% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 8,977 | $4.70M | 0.3% | -1.5% | 0.001% | |
4/26/2024 | First National Trust Co | 132,207 | $69.15M | 2.8% | -3.4% | 0.013% | |
4/26/2024 | Barton Investment Management | 1,034 | $541K | 0.1% | -10.2% | 0.000% | |
4/26/2024 | Sage Advisory Services Ltd.Co. | 4,635 | $2.42M | 0.7% | -22.9% | 0.000% | |
4/26/2024 | Sage Rhino Capital LLC | 8,630 | $4.51M | 1.1% | -127.5% | 0.001% | |
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4/26/2024 | SFG Wealth Management LLC. | 86,121 | $45.05M | 26.7% | +3.0% | 0.009% | |
4/26/2024 | Clear Creek Financial Management LLC | 12,721 | $6.66M | 0.9% | +10.0% | 0.001% | |
4/26/2024 | MTC Wealth Management LLC | 56,129 | $29.36M | 13.5% | -5.2% | 0.006% | |
4/26/2024 | Members Trust Co | 837,386 | $438.01M | 13.1% | -10.1% | 0.083% | |
4/26/2024 | First Personal Financial Services | 2,646 | $1.38M | 0.3% | -23.2% | 0.000% | |
4/26/2024 | Pioneer Trust Bank N A OR | 13,479 | $7.05M | 2.0% | +2.8% | 0.001% | |
4/26/2024 | Chicago Partners Investment Group LLC | 84,043 | $42.50M | 1.8% | +0.9% | 0.008% | |
4/26/2024 | Carr Financial Group Corp | 1,030 | $539K | 0.2% | +34.5% | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 22,941 | $12M | 1.9% | +5.5% | 0.002% | |
4/26/2024 | LifePro Asset Management | 452 | $236K | 0.2% | -129.8% | 0.000% | |
4/26/2024 | Sigma Investment Counselors Inc. | 16,398 | $8.58M | 0.5% | -1.1% | 0.002% | |
4/26/2024 | KG&L Capital Management LLC | 19,132 | $10.01M | 4.0% | +1.5% | 0.002% | |
4/26/2024 | Verdence Capital Advisors LLC | 47,686 | $24.94M | 2.3% | -3.8% | 0.005% | |
4/26/2024 | Pine Haven Investment Counsel Inc | 1,902 | $995K | 0.9% | -3.8% | 0.000% | |
4/26/2024 | Davies Financial Advisors Inc. | 13,311 | $6.96M | 7.1% | N/A | 0.001% | |
4/26/2024 | Terra Nova Asset Management LLC | 1,113 | $582K | 0.5% | -14.4% | 0.000% | |
4/26/2024 | AJ Advisors LLC | 1,346 | $704K | 0.4% | +14.4% | 0.000% | |
4/26/2024 | Triton Wealth Management PLLC | 2,681 | $1.35M | 0.9% | -0.9% | 0.000% | |
4/26/2024 | Caliber Wealth Management LLC | 51,487 | $26.93M | 14.3% | -1.0% | 0.005% | |
4/26/2024 | Latitude Advisors LLC | 12,084 | $6.32M | 4.0% | -8.1% | 0.001% | |
4/26/2024 | Tritonpoint Wealth LLC | 8,817 | $4.30M | 0.4% | -2.1% | 0.001% | |
4/26/2024 | Bogart Wealth LLC | 978 | $512K | 0.0% | +19.6% | 0.000% | |
4/25/2024 | Allworth Financial LP | 167,604 | $87.67M | 0.6% | -3.2% | 0.017% | |
4/25/2024 | Lindbrook Capital LLC | 74,153 | $38.79M | 3.6% | +3.0% | 0.007% | |
4/25/2024 | One Day In July LLC | 12,618 | $6.60M | 0.9% | +2.2% | 0.001% | |
4/25/2024 | Center for Financial Planning Inc. | 6,334 | $3.31M | 0.5% | -1.9% | 0.001% | |
4/25/2024 | TRUE Private Wealth Advisors | 5,982 | $3.13M | 0.4% | +1.4% | 0.001% | |
4/25/2024 | Gainplan LLC | 155,942 | $81.57M | 39.5% | +8.3% | 0.015% | |
4/25/2024 | Strategy Asset Managers LLC | 12,832 | $6.71M | 1.4% | -33.8% | 0.001% | |
4/25/2024 | Osborne Partners Capital Management LLC | 46,228 | $24.18M | 1.5% | -3.5% | 0.005% | |
4/25/2024 | TNF LLC | 4,634 | $2.34M | 0.9% | -2.2% | 0.000% | |
4/25/2024 | Schnieders Capital Management LLC | 24,526 | $12.83M | 2.6% | -0.7% | 0.002% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 24,088 | $12.60M | 0.8% | +329.1% | 0.002% | |
4/25/2024 | Professional Financial Advisors LLC | 727 | $380K | 0.1% | N/A | 0.000% | |
4/25/2024 | Oldfather Financial Services LLC | 26,476 | $13.85M | 5.7% | -2.1% | 0.003% | |
4/25/2024 | Fielder Capital Group LLC | 493 | $258K | 0.1% | N/A | 0.000% | |
4/25/2024 | HTLF Bank | 11,274 | $5.90M | 0.7% | +0.3% | 0.001% | |
4/25/2024 | Capital Investment Advisory Services LLC | 9,776 | $5.11M | 0.5% | -1.5% | 0.001% | |
4/25/2024 | Triumph Capital Management | 13,722 | $7.17M | 2.9% | -26.2% | 0.001% | |
4/25/2024 | Seven Post Investment Office LP | 68,109 | $35.63M | 8.7% | +24.2% | 0.007% | |
4/25/2024 | L.M. Kohn & Company | 19,309 | $10.10M | 2.8% | +9.1% | 0.002% | |
4/25/2024 | Center For Asset Management LLC | 1,232 | $644K | 0.5% | +23.2% | 0.000% | |
4/25/2024 | MTM Investment Management LLC | 9,258 | $4.84M | 2.0% | +1.9% | 0.001% | |
4/25/2024 | Investment Advisory Services Inc. TX ADV | 2,990 | $1.56M | 0.6% | -9.7% | 0.000% | |
4/25/2024 | GFS Advisors LLC | 54,131 | $28.31M | 4.7% | -7.8% | 0.005% | |
4/25/2024 | Eudaimonia Partners LLC | 3,163 | $1.66M | 0.4% | +1.4% | 0.000% | |
4/25/2024 | Eudaimonia Advisors LLC | 1,085 | $568K | 0.3% | -8.1% | 0.000% | |
4/25/2024 | Tilson Financial Group Inc. | 13,557 | $7.09M | 3.8% | -26.1% | 0.001% | |
4/25/2024 | Penn Davis Mcfarland Inc. | 1,002 | $524K | 0.1% | +3.0% | 0.000% | |
4/25/2024 | Whalen Wealth Management Inc. | 775 | $405K | 0.3% | +7.3% | 0.000% | |
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4/25/2024 | Presidio Capital Management LLC | 565 | $296K | 0.2% | +4.8% | 0.000% | |
4/25/2024 | Signify Wealth | 9,860 | $5.16M | 8.6% | +11.2% | 0.001% | |
4/25/2024 | Long Run Wealth Advisors LLC | 7,780 | $4.07M | 1.1% | -2.2% | 0.001% | |
4/25/2024 | Olistico Wealth LLC | 4,563 | $2.39M | 1.7% | +4.7% | 0.000% | |
4/25/2024 | Telos Capital Management Inc. | 753 | $394K | 0.0% | -8.7% | 0.000% | |
4/25/2024 | IMA Wealth Inc. | 1,783 | $933K | 0.4% | -5.8% | 0.000% | |
4/25/2024 | IFG Advisors LLC | 103,791 | $54.29M | 14.1% | +12.3% | 0.010% | |
4/25/2024 | IAG Wealth Partners LLC | 531 | $277K | 0.1% | +55.7% | 0.000% | |
4/25/2024 | Summit Financial LLC | 71,052 | $37.27M | 2.2% | +2.2% | 0.007% | |
4/24/2024 | Private Trust Co. NA | 36,781 | $19.24M | 2.1% | +5.6% | 0.004% | |