10/9/2024 | USA Financial Formulas | 12,249 | $2.05M | 0.3% | -5.8% | 0.000% | |
10/9/2024 | High Note Wealth LLC | 3,835 | $0.64M | 0.2% | -3.2% | 0.000% | |
10/9/2024 | Patten Group Inc. | 19,070 | $3.19M | 0.7% | -7.0% | 0.000% | |
10/9/2024 | Enterprise Bank & Trust Co | 15,210 | $2.54M | 0.8% | -6.7% | 0.000% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 634,679 | $106.11M | 3.4% | -2.0% | 0.005% | |
10/9/2024 | Wedmont Private Capital | 83,762 | $13.77M | 0.8% | +2.3% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 18,156 | $3.04M | 0.3% | +2.4% | 0.000% | |
10/9/2024 | Abner Herrman & Brock LLC | 122,014 | $20.40M | 2.5% | +0.2% | 0.001% | |
10/8/2024 | CWM LLC | 313,837 | $52.47M | 0.2% | +0.9% | 0.003% | |
10/8/2024 | West Financial Advisors LLC | 2,403 | $0.40M | 0.1% | +20.2% | 0.000% | |
10/8/2024 | Daymark Wealth Partners LLC | 109,335 | $18.28M | 0.6% | +3.7% | 0.001% | |
10/8/2024 | Saxon Interests Inc. | 2,925 | $0.49M | 0.2% | +26.3% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 6,067 | $1.01M | 0.2% | -3.3% | 0.000% | |
10/8/2024 | Objectivity Squared LLC | 16,200 | $2.66M | 1.9% | +1.4% | 0.000% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 6,882 | $1.15M | 0.8% | +2.3% | 0.000% | |
10/8/2024 | Great Oak Capital Partners LLC | 2,703 | $0.46M | 0.2% | -9.1% | 0.000% | |
10/8/2024 | Eagle Wealth Strategies LLC | 4,992 | $0.84M | 0.6% | +46.1% | 0.000% | |
10/8/2024 | Barlow Wealth Partners Inc. | 250,769 | $41.22M | 5.4% | +2.2% | 0.002% | |
10/8/2024 | Perkins Coie Trust Co | 4,961 | $0.83M | 0.2% | -1.5% | 0.000% | |
10/8/2024 | First PREMIER Bank | 2,121 | $0.35M | 0.1% | +130.3% | 0.000% | |
10/8/2024 | Howard Financial Services LTD. | 4,336 | $0.73M | 0.1% | +2.6% | 0.000% | |
10/8/2024 | True North Advisors LLC | 39,062 | $6.53M | 1.7% | -1.4% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,583 | $1.27M | 0.1% | +8.4% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 10,840 | $1.81M | 1.3% | +6.4% | 0.000% | |
10/8/2024 | Gill Capital Partners LLC | 9,194 | $1.54M | 0.6% | +2.5% | 0.000% | |
10/8/2024 | StoneCrest Wealth Management Inc. | 5,607 | $0.94M | 0.7% | -13.2% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 57,702 | $9.65M | 2.3% | -0.1% | 0.000% | |
10/8/2024 | Osher Van de Voorde Investment Management | 115,670 | $19.18M | 4.1% | -0.1% | 0.001% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 28,711 | $4.80M | 0.5% | -6.5% | 0.000% | |
10/8/2024 | Helen Stephens Group LLC | 2,030 | $0.34M | 0.1% | +36.5% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 3,801 | $0.64M | 0.2% | +3.0% | 0.000% | |
10/8/2024 | WealthCare Investment Partners LLC | 1,570 | $0.26M | 0.1% | +5.9% | 0.000% | |
10/8/2024 | Udine Wealth Management Inc. | 63,590 | $10.55M | 7.4% | -3.0% | 0.001% | |
10/8/2024 | Gratus Wealth Advisors LLC | 32,092 | $5.28M | 0.9% | +14.3% | 0.000% | |
10/8/2024 | Northwest Capital Management Inc | 5,833 | $0.98M | 0.3% | -1.1% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 188,097 | $31.45M | 3.8% | +2.3% | 0.002% | |
10/8/2024 | Brookstone Capital Management | 52,316 | $8.75M | 0.1% | -4.0% | 0.000% | |
10/8/2024 | Leibman Financial Services Inc. | 26,423 | $4.42M | 3.1% | +0.7% | 0.000% | |
10/8/2024 | O Keefe Stevens Advisory Inc. | 1,502 | $0.25M | 0.1% | +15.1% | 0.000% | |
10/8/2024 | Mattson Financial Services LLC | 41,131 | $7.54M | 2.6% | -0.7% | 0.000% | |
10/8/2024 | Country Trust Bank | 458,361 | $76.63M | 1.9% | +0.2% | 0.004% | |
10/8/2024 | Park Place Capital Corp | 5,877 | $0.98M | 0.3% | +47.7% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 119,523 | $19.98M | 1.2% | +17.5% | 0.001% | |
10/8/2024 | Traveka Wealth LLC | 5,618 | $0.94M | 0.5% | +16.2% | 0.000% | |
10/8/2024 | Insight Wealth Strategies LLC | 12,869 | $2.15M | 0.3% | +155.4% | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 7,114 | $1.19M | 0.1% | +1.1% | 0.000% | |
10/8/2024 | Clean Yield Group | 5,639 | $0.94M | 0.3% | +4.8% | 0.000% | |
10/8/2024 | Bridge Creek Capital Management LLC | 49,715 | $8.31M | 2.5% | -2.3% | 0.000% | |
10/8/2024 | Advance Capital Management Inc. | 6,406 | $1.07M | 0.0% | +1.7% | 0.000% | |
10/8/2024 | MBM Wealth Consultants LLC | 8,891 | $1.49M | 0.5% | +7.0% | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 67,780 | $11.33M | 0.3% | -7.7% | 0.001% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 4,462 | $0.75M | 0.2% | +2.3% | 0.000% | |
10/8/2024 | Axiom Advisory LLC | 1,353,600 | $229.10M | 2.1% | +1.4% | 0.011% | |
10/8/2024 | Evanson Asset Management LLC | 179,215 | $29.96M | 2.2% | -1.4% | 0.001% | |
10/8/2024 | Alpha Cubed Investments LLC | 50,287 | $8.41M | 0.4% | -10.5% | 0.000% | |
10/8/2024 | Chesley Taft & Associates LLC | 470,639 | $78.69M | 3.8% | -1.1% | 0.004% | |
10/8/2024 | Eastover Investment Advisors LLC | 51,404 | $8.59M | 4.0% | -8.7% | 0.000% | |
10/8/2024 | Cardinal Point Capital Management ULC | 9,707 | $1.62M | 0.3% | +12.0% | 0.000% | |
10/8/2024 | Kesler Norman & Wride LLC | 9,336 | $1.56M | 0.3% | +50.5% | 0.000% | |
10/8/2024 | Callan Family Office LLC | 23,907 | $4M | 0.7% | +27.8% | 0.000% | |
10/8/2024 | Aprio Wealth Management LLC | 7,744 | $1.30M | 0.2% | +9.2% | 0.000% | |
10/8/2024 | Chapin Davis Inc. | 10,038 | $1.68M | 0.5% | +2.4% | 0.000% | |
10/8/2024 | Omega Financial Group LLC | 1,327 | $0.22M | 0.1% | -35.6% | 0.000% | |
10/8/2024 | Bangor Savings Bank | 21,477 | $3.59M | 0.3% | +2.5% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 12,928 | $2.16M | 0.5% | -0.9% | 0.000% | |
10/8/2024 | Versant Capital Management Inc | 6,283 | $1.05M | 0.2% | +8.9% | 0.000% | |
10/8/2024 | Pacifica Partners Inc. | 57,285 | $9.58M | 4.0% | +2.7% | 0.000% | |
10/8/2024 | Bath Savings Trust Co | 13,050 | $2.18M | 0.2% | +2.8% | 0.000% | |
10/8/2024 | Stonebridge Capital Management Inc. | 30,760 | $5.14M | 2.0% | -0.6% | 0.000% | |
10/8/2024 | Greenfield Savings Bank | 25,001 | $4.18M | 2.0% | +1.4% | 0.000% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 11,180 | $1.87M | 0.2% | -4.7% | 0.000% | |
10/8/2024 | Atwood & Palmer Inc. | 246,113 | $41.15M | 2.8% | +1.5% | 0.002% | |
10/8/2024 | Mather Group LLC. | 52,752 | $8.82M | 0.1% | -21.9% | 0.000% | |
10/7/2024 | Sara Bay Financial | 2,000 | $0.33M | 0.1% | N/A | 0.000% | |
10/7/2024 | Bank of New Hampshire | 16,308 | $2.73M | 0.7% | -3.3% | 0.000% | |
10/7/2024 | Cypress Financial Planning LLC | 2,277 | $0.38M | 0.1% | +43.5% | 0.000% | |
10/7/2024 | Cohen Investment Advisors LLC | 3,277 | $0.55M | 0.3% | -19.0% | 0.000% | |
10/7/2024 | Richard P Slaughter Associates Inc | 17,055 | $2.85M | 0.7% | +20.1% | 0.000% | |
10/7/2024 | Foster Group Inc. | 2,493 | $0.42M | 0.0% | -3.2% | 0.000% | |
10/7/2024 | Salvus Wealth Management LLC | 39,195 | $6.55M | 4.0% | -2.5% | 0.000% | |
10/7/2024 | SignalPoint Asset Management LLC | 23,438 | $3.87M | 0.9% | +1.3% | 0.000% | |
10/7/2024 | Hoffman Alan N Investment Management | 19,683 | $3.29M | 1.6% | -0.6% | 0.000% | |
10/7/2024 | Fulton Bank N.A. | 74,615 | $12.48M | 0.5% | +0.4% | 0.001% | |
10/7/2024 | Platte River Wealth Advisors LLC | 54,142 | $9.05M | 2.4% | +0.2% | 0.000% | |
10/7/2024 | Lakewood Asset Management LLC | 1,502 | $0.25M | 0.2% | -22.2% | 0.000% | |
10/7/2024 | Founders Capital Management | 11,276 | $1.89M | 1.1% | +5.3% | 0.000% | |
10/7/2024 | McLean Asset Management Corp | 5,405 | $0.91M | 0.3% | -1.5% | 0.000% | |
10/7/2024 | Sandbox Financial Partners LLC | 10,523 | $1.76M | 0.6% | -2.7% | 0.000% | |
10/7/2024 | Parisi Gray Wealth Management | 15,708 | $2.63M | 0.9% | +2.2% | 0.000% | |
10/7/2024 | Miracle Mile Advisors LLC | 197,342 | $32.99M | 0.8% | +2.7% | 0.002% | |
10/7/2024 | IAM Advisory LLC | 10,043 | $1.68M | 0.4% | -26.9% | 0.000% | |
10/7/2024 | Eagle Rock Investment Company LLC | 12,460 | $2.08M | 0.3% | +74.5% | 0.000% | |
10/7/2024 | Consilio Wealth Advisors LLC | 3,843 | $0.64M | 0.3% | -1.6% | 0.000% | |
10/7/2024 | Chemistry Wealth Management LLC | 104,739 | $17.51M | 4.1% | +0.5% | 0.001% | |
10/7/2024 | Smith Anglin Financial LLC | 4,929 | $0.82M | 0.1% | +68.0% | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 13,404 | $2.24M | 1.2% | -5.5% | 0.000% | |
10/7/2024 | Diversified Trust Co | 113,498 | $18.98M | 0.5% | +3.5% | 0.001% | |
10/7/2024 | WealthBridge Capital Management LLC | 32,705 | $5.47M | 1.6% | -1.6% | 0.000% | |
10/7/2024 | GAMMA Investing LLC | 66,213 | $11.07M | 1.1% | +22.7% | 0.001% | |
10/5/2024 | Handelsbanken Fonder AB | 2,628,176 | $439.41M | 1.7% | +4.6% | 0.021% | |