4/29/2024 | Harbor Advisory Corp MA | 12,081 | $1.05M | 0.4% | -4.9% | 0.003% | |
4/29/2024 | Financial Futures Ltd Liability Co. | 68,998 | $5.97M | 4.0% | +6.7% | 0.018% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 10,777 | $932K | 0.2% | -41.0% | 0.003% | |
4/27/2024 | Dougherty Wealth Advisers LLC | 25,849 | $2.24M | 2.0% | +1.1% | 0.007% | |
4/27/2024 | Millburn Ridgefield Corp | 1,072,790 | $92.78M | 2.6% | +17.7% | 0.273% | |
4/27/2024 | Conning Inc. | 36,030 | $3.12M | 0.1% | +1.6% | 0.009% | |
|
4/27/2024 | Fonville Wealth Management LLC | 41,621 | $3.60M | 1.6% | +34.6% | 0.011% | |
4/27/2024 | Capital Performance Advisors LLP | 4,522 | $391K | 0.1% | +4.4% | 0.001% | |
4/27/2024 | Austin Asset Management Co Inc | 158,811 | $13.73M | 3.0% | +3.8% | 0.040% | |
4/26/2024 | Pinnacle Associates Ltd. | 39,043 | $3.38M | 0.1% | -0.7% | 0.010% | |
4/26/2024 | Aspen Investment Management Inc | 23,619 | $2.04M | 1.0% | -2.2% | 0.006% | |
4/26/2024 | BLB&B Advisors LLC | 2,840 | $246K | 0.0% | +7.4% | 0.001% | |
4/26/2024 | UMB Bank n.a. | 70,026 | $6.06M | 0.1% | -14.7% | 0.018% | |
4/26/2024 | Prairiewood Capital LLC | 64,723 | $5.60M | 2.6% | +10.7% | 0.016% | |
4/26/2024 | Narwhal Capital Management | 50,418 | $4.36M | 0.4% | +12.9% | 0.013% | |
4/26/2024 | LifeSteps Financial Inc. | 542 | $47K | 0.0% | N/A | 0.000% | |
4/26/2024 | Crestone Asset Management LLC | 369,576 | $31.96M | 6.4% | +6.6% | 0.094% | |
4/26/2024 | Northwest Bancshares Inc. | 5,031 | $435K | 0.1% | -6.1% | 0.001% | |
4/26/2024 | JNBA Financial Advisors | 1,857 | $161K | 0.0% | -98.9% | 0.000% | |
4/26/2024 | Opus Capital Group LLC | 12,520 | $1.08M | 0.2% | +7.5% | 0.003% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 5,660 | $489K | 0.0% | +13.9% | 0.001% | |
4/26/2024 | First National Trust Co | 4,030 | $349K | 0.0% | +5.9% | 0.001% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 3,360 | $291K | 0.0% | -21.8% | 0.001% | |
4/26/2024 | Clear Creek Financial Management LLC | 2,779 | $240K | 0.0% | -24.0% | 0.001% | |
4/26/2024 | First Personal Financial Services | 27,009 | $2.34M | 0.5% | -2.5% | 0.007% | |
4/26/2024 | Sumitomo Life Insurance Co. | 556,530 | $48.13M | 1.2% | +141.3% | 0.141% | |
4/26/2024 | Chicago Partners Investment Group LLC | 111,405 | $8.96M | 0.4% | -2.9% | 0.028% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 18,580 | $1.61M | 0.0% | N/A | 0.005% | |
4/26/2024 | MONECO Advisors LLC | 14,804 | $1.28M | 0.2% | +1.6% | 0.004% | |
4/26/2024 | TI Trust Inc. | 15,723 | $1.36M | 1.0% | -1.0% | 0.004% | |
4/26/2024 | KG&L Capital Management LLC | 7,809 | $675K | 0.3% | +3.7% | 0.002% | |
4/26/2024 | Verdence Capital Advisors LLC | 37,343 | $3.23M | 0.3% | -7.2% | 0.009% | |
4/26/2024 | Heritage Wealth Management Inc. Texas | 112,849 | $9.76M | 6.3% | +1.7% | 0.029% | |
4/26/2024 | Checchi Capital Advisers LLC | 110,777 | $9.58M | 0.7% | +12.7% | 0.028% | |
4/26/2024 | Tritonpoint Wealth LLC | 2,671 | $231K | 0.0% | -76.2% | 0.001% | |
4/25/2024 | Bear Mountain Capital Inc. | 97,279 | $8.41M | 3.6% | -5.1% | 0.025% | |
4/25/2024 | Lindbrook Capital LLC | 387 | $33K | 0.0% | -82.4% | 0.000% | |
4/25/2024 | One Day In July LLC | 285,608 | $24.70M | 3.3% | -10.3% | 0.073% | |
4/25/2024 | Lodestar Private Asset Management LLC | 27,940 | $2.42M | 0.3% | +7.3% | 0.007% | |
4/25/2024 | Human Investing LLC | 49,020 | $4.24M | 0.9% | +5.2% | 0.012% | |
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4/25/2024 | Center for Financial Planning Inc. | 2,703 | $234K | 0.0% | +11.5% | 0.001% | |
4/25/2024 | TRUE Private Wealth Advisors | 3,603 | $312K | 0.0% | -38.3% | 0.001% | |
4/25/2024 | Bank of New York Mellon Corp | 2,228,359 | $192.71M | 0.0% | -17.8% | 0.566% | |
4/25/2024 | Bridges Investment Management Inc. | 6,178 | $534K | 0.0% | -55.4% | 0.002% | |
4/25/2024 | Osborne Partners Capital Management LLC | 386,168 | $33.40M | 2.1% | +4.4% | 0.098% | |
4/25/2024 | Schnieders Capital Management LLC | 7,318 | $633K | 0.1% | -2.5% | 0.002% | |
4/25/2024 | Regis Management CO LLC | 68,839 | $5.95M | 1.8% | +3.6% | 0.017% | |
4/25/2024 | Advocate Group LLC | 7,409 | $641K | 0.1% | +10.2% | 0.002% | |
4/25/2024 | HTLF Bank | 51,755 | $4.48M | 0.5% | +29.9% | 0.013% | |
4/25/2024 | Simplex Trading LLC | 16,522 | $1.43M | 0.0% | N/A | 0.004% | |
4/25/2024 | Seven Post Investment Office LP | 784,608 | $67.85M | 16.6% | +1.0% | 0.199% | |
4/25/2024 | L.M. Kohn & Company | 11,284 | $976K | 0.3% | +2.8% | 0.003% | |
4/25/2024 | Armor Investment Advisors LLC | 1,237 | $107K | 0.1% | -25.3% | 0.000% | |
4/25/2024 | Valeo Financial Advisors LLC | 4,021 | $324K | 0.0% | -6.9% | 0.001% | |
4/25/2024 | WestHill Financial Advisors Inc. | 67,570 | $5.84M | 1.4% | +5.6% | 0.017% | |
4/25/2024 | Telos Capital Management Inc. | 14,146 | $1.22M | 0.1% | -2.4% | 0.004% | |
4/25/2024 | IFG Advisors LLC | 26,818 | $2.32M | 0.6% | +7.9% | 0.007% | |
4/25/2024 | Summit Financial LLC | 4,885 | $422K | 0.0% | N/A | 0.001% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 300,923 | $26.02M | 0.1% | +2.2% | 0.076% | |
4/25/2024 | Intergy Private Wealth LLC | 30,849 | $2.67M | 1.1% | +2.5% | 0.008% | |
4/24/2024 | Leavell Investment Management Inc. | 18,261 | $1.58M | 0.1% | +2.9% | 0.005% | |
4/24/2024 | Krilogy Financial LLC | 60,409 | $5.22M | 0.4% | +5.6% | 0.015% | |
4/24/2024 | Patton Albertson Miller Group LLC | 5,937 | $513K | 0.1% | -5.2% | 0.002% | |
4/24/2024 | Zhang Financial LLC | 67,840 | $5.87M | 0.4% | -0.9% | 0.017% | |
4/24/2024 | Family Legacy Inc. | 35,969 | $3.11M | 1.1% | -1.9% | 0.009% | |
4/24/2024 | CENTRAL TRUST Co | 53,689 | $4.64M | 0.1% | +2.5% | 0.014% | |
4/24/2024 | Activest Wealth Management | 4,553 | $394K | 0.2% | N/A | 0.001% | |
4/24/2024 | Oceanside Advisors LLC | 2,823 | $244K | 0.2% | +7.2% | 0.001% | |
4/24/2024 | Trinity Legacy Partners LLC | 14,185 | $1.23M | 0.4% | +11.8% | 0.004% | |
4/24/2024 | Dakota Wealth Management | 47,405 | $4.10M | 0.1% | -4.9% | 0.012% | |
4/24/2024 | SOL Capital Management CO | 9,974 | $863K | 0.1% | -15.7% | 0.003% | |
4/24/2024 | Simplicity Wealth LLC | 32,076 | $2.77M | 0.1% | N/A | 0.008% | |
4/24/2024 | NBT Bank N A NY | 17,051 | $1.48M | 0.1% | -7.4% | 0.004% | |
4/24/2024 | Ackerman Capital Advisors LLC | 9,571 | $828K | 0.2% | N/A | 0.002% | |
4/24/2024 | Spire Wealth Management | 58,950 | $5.10M | 0.2% | +3.9% | 0.015% | |
4/24/2024 | Financial Freedom LLC | 3,998 | $346K | 0.2% | -28.8% | 0.001% | |
4/24/2024 | Essex Financial Services Inc. | 6,643 | $575K | 0.1% | -12.2% | 0.002% | |
4/24/2024 | Capasso Planning Partners LLC | 2,715 | $235K | 0.1% | -6.4% | 0.001% | |
4/24/2024 | H&H Retirement Design & Management INC | 10,961 | $874K | 0.6% | -9.5% | 0.003% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 1,131 | $89K | 0.1% | +24.0% | 0.000% | |
4/23/2024 | Charter Oak Capital Management LLC | 3,726 | $322K | 0.0% | +29.8% | 0.001% | |
4/23/2024 | Canal Capital Management LLC | 5,033 | $435K | 0.1% | -3.2% | 0.001% | |
4/23/2024 | Busey Bank | 6,902 | $597K | 0.0% | +24.0% | 0.002% | |
4/23/2024 | Platte River Wealth Advisors LLC | 5,126 | $443K | 0.1% | -43.5% | 0.001% | |
4/23/2024 | Bfsg LLC | 7,884 | $682K | 0.1% | +9.2% | 0.002% | |
4/23/2024 | Global Retirement Partners LLC | 34,805 | $3.01M | 0.1% | -3.4% | 0.009% | |
4/23/2024 | Covenant Asset Management LLC | 18,751 | $1.62M | 0.3% | +6.0% | 0.005% | |
4/23/2024 | Morton Brown Family Wealth LLC | 2,963 | $256K | 0.1% | -13.8% | 0.001% | |
4/23/2024 | Sage Mountain Advisors LLC | 13,565 | $1.17M | 0.1% | +6,856.4% | 0.003% | |
4/23/2024 | WASHINGTON TRUST Co | 15,305 | $1.32M | 0.0% | -6.2% | 0.004% | |
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4/23/2024 | Nations Financial Group Inc. IA ADV | 11,976 | $1.04M | 0.1% | -18.7% | 0.003% | |
4/23/2024 | Gradient Investments LLC | 618 | $53K | 0.0% | -33.5% | 0.000% | |
4/23/2024 | Bluesphere Advisors LLC | 7,055 | $610K | 0.3% | -3.6% | 0.002% | |
4/23/2024 | Fifth Third Bancorp | 1,969,782 | $170.35M | 0.7% | -4.2% | 0.500% | |
4/23/2024 | Wesbanco Bank Inc. | 14,775 | $1.28M | 0.0% | -3.2% | 0.004% | |
4/23/2024 | Warner Financial Inc. | 13,209 | $1.14M | 0.6% | +2.8% | 0.003% | |
4/23/2024 | Stablepoint Partners LLC | 3,984 | $345K | 0.1% | +46.4% | 0.001% | |
4/23/2024 | Regatta Capital Group LLC | 19,430 | $1.68M | 0.4% | +20.2% | 0.005% | |
4/23/2024 | Strategic Blueprint LLC | 13,959 | $1.21M | 0.1% | -2.6% | 0.004% | |
4/23/2024 | Revisor Wealth Management LLC | 5,571 | $487K | 0.2% | N/A | 0.001% | |