4/27/2024 | Vigilare Wealth Management | 46,898 | $8.56M | 4.2% | -2.8% | 0.011% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 24,515 | $4.48M | 1.1% | +4.5% | 0.006% | |
4/27/2024 | Capital Performance Advisors LLP | 21,093 | $3.85M | 1.5% | N/A | 0.005% | |
4/26/2024 | Pinnacle Associates Ltd. | 31,799 | $5.81M | 0.1% | +10.1% | 0.007% | |
4/26/2024 | Trueblood Wealth Management LLC | 1,657 | $303K | 0.2% | N/A | 0.000% | |
4/26/2024 | Sterling Investment Counsel LLC | 1,987 | $363K | 0.2% | -19.6% | 0.000% | |
|
4/26/2024 | Plan Group Financial LLC | 3,177 | $580K | 0.4% | +158.7% | 0.001% | |
4/26/2024 | BLB&B Advisors LLC | 2,574 | $470K | 0.0% | -7.8% | 0.001% | |
4/26/2024 | Acorn Wealth Advisors LLC | 26,079 | $4.76M | 2.5% | +1.5% | 0.006% | |
4/26/2024 | UMB Bank n.a. | 63,305 | $11.56M | 0.2% | +8.8% | 0.015% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 11,099 | $1.96M | 0.8% | -1.3% | 0.003% | |
4/26/2024 | LifeSteps Financial Inc. | 467 | $85K | 0.1% | N/A | 0.000% | |
4/26/2024 | Arcataur Capital Management LLC | 30,026 | $5.48M | 2.0% | -1.7% | 0.007% | |
4/26/2024 | Highview Capital Management LLC DE | 6,332 | $1.16M | 0.5% | -3.1% | 0.001% | |
4/26/2024 | Prestige Wealth Management Group LLC | 3,057 | $558K | 0.1% | +8.2% | 0.001% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 2,650 | $484K | 0.4% | -31.7% | 0.001% | |
4/26/2024 | Crestone Asset Management LLC | 1,168 | $213K | 0.0% | N/A | 0.000% | |
4/26/2024 | JNBA Financial Advisors | 176,796 | $32.29M | 3.4% | -30.6% | 0.041% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 20,253 | $3.70M | 0.7% | +9.0% | 0.005% | |
4/26/2024 | YHB Investment Advisors Inc. | 6,237 | $1.14M | 0.1% | -1.8% | 0.001% | |
4/26/2024 | Opus Capital Group LLC | 14,411 | $2.63M | 0.4% | -6.3% | 0.003% | |
4/26/2024 | First National Trust Co | 12,584 | $2.30M | 0.1% | +1.3% | 0.003% | |
4/26/2024 | Clear Creek Financial Management LLC | 31,691 | $5.77M | 0.7% | +156.4% | 0.007% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 174,199 | $31.81M | 0.7% | N/A | 0.040% | |
4/26/2024 | Patrick M Sweeney & Associates Inc. | 3,136 | $573K | 0.5% | +9.3% | 0.001% | |
4/26/2024 | Carr Financial Group Corp | 73,903 | $13.50M | 4.5% | +28.7% | 0.017% | |
4/26/2024 | MONECO Advisors LLC | 8,725 | $1.59M | 0.3% | -16.9% | 0.002% | |
4/26/2024 | Verdence Capital Advisors LLC | 26,633 | $4.86M | 0.4% | -0.3% | 0.006% | |
4/26/2024 | Davies Financial Advisors Inc. | 1,723 | $315K | 0.3% | N/A | 0.000% | |
4/26/2024 | Emerald Advisors LLC | 8,733 | $1.60M | 0.3% | +3.7% | 0.002% | |
4/26/2024 | Triton Wealth Management PLLC | 1,150 | $203K | 0.1% | N/A | 0.000% | |
4/26/2024 | Latitude Advisors LLC | 11,064 | $2.02M | 1.3% | +3.1% | 0.003% | |
4/26/2024 | Tritonpoint Wealth LLC | 2,063 | $377K | 0.0% | +9.2% | 0.000% | |
4/26/2024 | Bogart Wealth LLC | 852 | $156K | 0.0% | -88.3% | 0.000% | |
4/25/2024 | Allworth Financial LP | 130,557 | $23.84M | 0.2% | -5.1% | 0.030% | |
4/25/2024 | One Day In July LLC | 27,684 | $5.06M | 0.7% | +3.0% | 0.006% | |
4/25/2024 | Lodestar Private Asset Management LLC | 122,527 | $22.38M | 3.2% | +2.6% | 0.028% | |
4/25/2024 | Human Investing LLC | 152,984 | $27.94M | 5.6% | -1.7% | 0.035% | |
4/25/2024 | TRUE Private Wealth Advisors | 2,887 | $527K | 0.1% | +3.3% | 0.001% | |
4/25/2024 | Bank of New York Mellon Corp | 1,954,126 | $356.84M | 0.1% | -7.3% | 0.452% | |
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4/25/2024 | Osborne Partners Capital Management LLC | 48,320 | $8.82M | 0.5% | -2.4% | 0.011% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 3,738 | $683K | 0.0% | -3.7% | 0.001% | |
4/25/2024 | Oldfather Financial Services LLC | 1,400 | $256K | 0.1% | -7.1% | 0.000% | |
4/25/2024 | Capital Investment Advisory Services LLC | 8,534 | $1.56M | 0.2% | -10.6% | 0.002% | |
4/25/2024 | HTLF Bank | 4,578 | $836K | 0.1% | -89.5% | 0.001% | |
4/25/2024 | Triumph Capital Management | 1,352 | $245K | 0.1% | N/A | 0.000% | |
4/25/2024 | L.M. Kohn & Company | 8,216 | $1.50M | 0.4% | +15.3% | 0.002% | |
4/25/2024 | Benedict Financial Advisors Inc. | 18,310 | $3.34M | 0.8% | -6.9% | 0.004% | |
4/25/2024 | Investment Advisory Services Inc. TX ADV | 139,197 | $25.42M | 9.3% | +0.4% | 0.032% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 260,510 | $47.57M | 9.5% | +0.0% | 0.060% | |
4/25/2024 | Eudaimonia Partners LLC | 2,474 | $452K | 0.1% | -8.2% | 0.001% | |
4/25/2024 | Valeo Financial Advisors LLC | 5,768 | $1.02M | 0.0% | +10.9% | 0.001% | |
4/25/2024 | Eudaimonia Advisors LLC | 10,604 | $1.94M | 1.0% | +1.2% | 0.002% | |
4/25/2024 | Telos Capital Management Inc. | 3,328 | $608K | 0.1% | -2.9% | 0.001% | |
4/25/2024 | IFG Advisors LLC | 5,092 | $930K | 0.2% | +7.8% | 0.001% | |
4/25/2024 | Summit Financial LLC | 6,356 | $1.16M | 0.1% | +296.8% | 0.001% | |
4/25/2024 | IAG Wealth Partners LLC | 41,148 | $7.51M | 1.6% | -6.3% | 0.010% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 830,337 | $151.63M | 0.6% | -3.7% | 0.192% | |
4/24/2024 | Private Trust Co. NA | 9,654 | $1.76M | 0.2% | -3.8% | 0.002% | |
4/24/2024 | Leavell Investment Management Inc. | 60,744 | $11.09M | 0.6% | -2.2% | 0.014% | |
4/24/2024 | Krilogy Financial LLC | 11,443 | $2.09M | 0.2% | +1.2% | 0.003% | |
4/24/2024 | Patton Albertson Miller Group LLC | 17,901 | $3.27M | 0.5% | -4.6% | 0.004% | |
4/24/2024 | Zhang Financial LLC | 14,028 | $2.56M | 0.2% | +8.0% | 0.003% | |
4/24/2024 | CENTRAL TRUST Co | 116,978 | $21.36M | 0.5% | -1.2% | 0.027% | |
4/24/2024 | Oxler Private Wealth LLC | 26,301 | $4.80M | 1.9% | -0.7% | 0.006% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 1,090 | $199K | 0.1% | +77.5% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 1,957 | $357K | 0.1% | -34.1% | 0.000% | |
4/24/2024 | Greenspring Advisors LLC | 6,203 | $1.13M | 0.3% | +22.0% | 0.001% | |
4/24/2024 | HMS Capital Management LLC | 4,513 | $824K | 0.5% | +3.2% | 0.001% | |
4/24/2024 | Pitti Group Wealth Management LLC | 10,368 | $1.84M | 2.1% | -1.1% | 0.002% | |
4/24/2024 | Round Rock Advisors LLC | 12,151 | $2.22M | 0.5% | -0.9% | 0.003% | |
4/24/2024 | Paragon Financial Partners Inc. | 8,298 | $1.52M | 1.2% | +5.7% | 0.002% | |
4/24/2024 | Marino Stram & Associates LLC | 21,134 | $3.86M | 0.9% | +3.9% | 0.005% | |
4/24/2024 | Dakota Wealth Management | 69,793 | $12.75M | 0.3% | +1.3% | 0.016% | |
4/24/2024 | SOL Capital Management CO | 4,706 | $859K | 0.1% | +12.6% | 0.001% | |
4/24/2024 | Landmark Wealth Management LLC | 15,399 | $2.81M | 1.3% | -1.1% | 0.004% | |
4/24/2024 | Smith Anglin Financial LLC | 123,496 | $22.55M | 2.3% | -7.6% | 0.029% | |
4/24/2024 | Simplicity Wealth LLC | 61,178 | $11.17M | 0.3% | +1,939.3% | 0.014% | |
4/24/2024 | Archford Capital Strategies LLC | 56,637 | $10.34M | 1.7% | +1.8% | 0.013% | |
4/24/2024 | Spire Wealth Management | 40,533 | $7.40M | 0.3% | -0.5% | 0.009% | |
4/24/2024 | Buttonwood Financial Advisors Inc. | 19,773 | $3.61M | 1.7% | -1.1% | 0.005% | |
4/24/2024 | Essex Financial Services Inc. | 55,493 | $10.13M | 0.9% | -1.6% | 0.013% | |
4/24/2024 | Capasso Planning Partners LLC | 1,217 | $222K | 0.1% | -27.8% | 0.000% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 12,870 | $2.24M | 1.3% | -1.7% | 0.003% | |
4/23/2024 | Godsey & Gibb Inc. | 864 | $158K | 0.0% | +129.8% | 0.000% | |
4/23/2024 | Charter Oak Capital Management LLC | 19,600 | $3.58M | 0.4% | -2.2% | 0.005% | |
4/23/2024 | Canal Capital Management LLC | 3,912 | $714K | 0.1% | +19.7% | 0.001% | |
4/23/2024 | BSW Wealth Partners | 3,812 | $696K | 0.1% | -7.9% | 0.001% | |
4/23/2024 | Bfsg LLC | 6,881 | $1.26M | 0.2% | +7.1% | 0.002% | |
4/23/2024 | Global Retirement Partners LLC | 59,298 | $10.83M | 0.4% | +6.2% | 0.014% | |
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4/23/2024 | Cornell Pochily Investment Advisors Inc. | 11,712 | $2.14M | 0.8% | +1.9% | 0.003% | |
4/23/2024 | Mason & Associates Inc | 51,960 | $9.49M | 2.5% | -62.4% | 0.012% | |
4/23/2024 | Covenant Asset Management LLC | 3,344 | $611K | 0.1% | -2.1% | 0.001% | |
4/23/2024 | WASHINGTON TRUST Co | 53,209 | $9.72M | 0.4% | +1.1% | 0.012% | |
4/23/2024 | Venturi Wealth Management LLC | 1,902 | $347K | 0.0% | +4.9% | 0.000% | |
4/23/2024 | Silver Lake Advisory LLC | 3,729 | $681K | 0.3% | N/A | 0.001% | |
4/23/2024 | Rational Advisors LLC | 320,269 | $58.48M | 5.4% | N/A | 0.074% | |
4/23/2024 | Live Oak Private Wealth LLC | 1,115 | $204K | 0.0% | N/A | 0.000% | |
4/23/2024 | Masso Torrence Wealth Management Inc. | 3,355 | $613K | 0.4% | -5.3% | 0.001% | |
4/23/2024 | Wheelhouse Advisory Group LLC | 63,672 | $11.63M | 9.2% | +6.7% | 0.015% | |