10/9/2024 | LongView Wealth Management | 18,404 | $3.43M | 1.1% | -0.4% | 0.000% | |
10/9/2024 | Iowa State Bank | 46,452 | $8.66M | 1.8% | -5.1% | 0.000% | |
10/9/2024 | Freestate Advisors LLC | 1,350 | $0.25M | 0.3% | N/A | 0.000% | |
10/9/2024 | Martel Wealth Advisors Inc | 36,537 | $6.82M | 1.4% | -0.2% | 0.000% | |
10/9/2024 | Hilltop Wealth Advisors LLC | 1,319 | $0.25M | 0.1% | -17.4% | 0.000% | |
10/9/2024 | Ferguson Shapiro LLC | 6,295 | $1.17M | 0.4% | +2.8% | 0.000% | |
10/9/2024 | Marshall & Sullivan Inc. WA | 32,595 | $6.07M | 2.9% | -2.0% | 0.000% | |
10/9/2024 | TAP Consulting LLC | 1,833 | $0.34M | 0.1% | -7.8% | 0.000% | |
10/9/2024 | Pacific Sun Financial Corp | 8,737 | $1.63M | 0.9% | +0.7% | 0.000% | |
10/9/2024 | Nvest Financial LLC | 23,789 | $4.43M | 2.5% | +1.8% | 0.000% | |
10/9/2024 | Charles Schwab Trust Co | 14,686 | $2.74M | 0.2% | +31.4% | 0.000% | |
10/9/2024 | Fermata Advisors LLC | 16,408 | $3.06M | 0.6% | +2.2% | 0.000% | |
10/9/2024 | Davies Financial Advisors Inc. | 9,244 | $1.72M | 1.5% | -2.6% | 0.000% | |
10/9/2024 | JGP Wealth Management LLC | 22,613 | $4.21M | 0.5% | +4.5% | 0.000% | |
10/9/2024 | DLK Investment Management LLC | 29,842 | $5.56M | 2.1% | +109.6% | 0.000% | |
10/9/2024 | Congress Park Capital LLC | 63,548 | $11.84M | 4.4% | -1.6% | 0.001% | |
10/9/2024 | Castle Rock Wealth Management LLC | 54,141 | $9.84M | 2.3% | +13.9% | 0.001% | |
10/9/2024 | LVW Advisors LLC | 42,761 | $7.97M | 1.0% | +7.6% | 0.000% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 10,867 | $2.03M | 1.0% | +2.1% | 0.000% | |
10/9/2024 | Strong Tower Advisory Services | 59,717 | $11.13M | 3.1% | +2.2% | 0.001% | |
10/9/2024 | Jessup Wealth Management Inc | 151,911 | $28.31M | 13.0% | +5.0% | 0.001% | |
10/9/2024 | Sarasin & Partners LLP | 3,142,204 | $585.49M | 5.5% | -12.2% | 0.030% | |
10/9/2024 | Independence Bank of Kentucky | 69,533 | $12.96M | 2.8% | +29.1% | 0.001% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 295,945 | $55.14M | 3.7% | +1.2% | 0.003% | |
10/9/2024 | Clarius Group LLC | 313,022 | $58.34M | 4.1% | -2.9% | 0.003% | |
10/9/2024 | Worth Asset Management LLC | 3,562 | $0.66M | 0.4% | +3.6% | 0.000% | |
10/9/2024 | Rappaport Reiches Capital Management LLC | 11,008 | $2.05M | 0.5% | +4.1% | 0.000% | |
10/9/2024 | CCM Investment Advisers LLC | 150,260 | $28M | 3.1% | +1.1% | 0.001% | |
10/9/2024 | San Luis Wealth Advisors LLC | 47,888 | $8.92M | 1.8% | +9.2% | 0.000% | |
10/9/2024 | Beaumont Financial Advisors LLC | 163,931 | $30.55M | 2.4% | -2.5% | 0.002% | |
10/9/2024 | Albion Financial Group UT | 240,698 | $44.85M | 3.1% | +22.6% | 0.002% | |
10/9/2024 | Christopher J. Hasenberg Inc | 454 | $83K | 0.0% | +51.3% | 0.000% | |
10/9/2024 | Westwind Capital | 136,188 | $25.38M | 6.2% | N/A | 0.001% | |
10/9/2024 | Hoese & Co LLP | 200 | $37K | 0.0% | N/A | 0.000% | |
10/9/2024 | Private Advisory Group LLC | 179,195 | $33.39M | 4.0% | +5.0% | 0.002% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 33,142 | $6.06M | 1.3% | N/A | 0.000% | |
10/9/2024 | Agate Pass Investment Management LLC | 5,178 | $0.97M | 0.5% | -9.7% | 0.000% | |
10/9/2024 | Contravisory Investment Management Inc. | 46,682 | $8.70M | 1.9% | -0.9% | 0.000% | |
10/9/2024 | LifePro Asset Management | 6,484 | $1.21M | 0.7% | +74.3% | 0.000% | |
10/9/2024 | Pinnacle Bancorp Inc. | 29,241 | $5.45M | 1.5% | +19.3% | 0.000% | |
10/9/2024 | Keeler & Nadler Financial Planning & Wealth Management | 3,560 | $0.66M | 0.3% | +12.0% | 0.000% | |
10/9/2024 | PPS&V Asset Management Consultants Inc. | 4,834 | $0.90M | 0.6% | -1.3% | 0.000% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 55,341 | $10.31M | 3.7% | -0.1% | 0.001% | |
10/9/2024 | Selective Wealth Management Inc. | 4,940 | $0.90M | 0.4% | -3.6% | 0.000% | |
10/9/2024 | Capital Insight Partners LLC | 29,571 | $5.51M | 1.0% | +10.8% | 0.000% | |
10/9/2024 | Tobam | 1,806 | $0.34M | 0.1% | N/A | 0.000% | |
10/9/2024 | Strategic Advisors LLC | 124,004 | $23.11M | 4.3% | -1.8% | 0.001% | |
10/9/2024 | Sendero Wealth Management LLC | 88,982 | $16.58M | 2.6% | +1.2% | 0.001% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 48,986 | $9.13M | 1.7% | -6.6% | 0.000% | |
10/9/2024 | Brendel Financial Advisors LLC | 13,143 | $2.45M | 1.4% | +8.6% | 0.000% | |
10/9/2024 | Bank & Trust Co | 7,173 | $1.34M | 1.1% | +1.4% | 0.000% | |
10/9/2024 | Quotient Wealth Partners LLC | 32,006 | $5.96M | 0.2% | -9.3% | 0.000% | |
10/9/2024 | Northwest Bank & Trust Co | 21,488 | $4M | 3.0% | +1.3% | 0.000% | |
10/9/2024 | Modus Advisors LLC | 36,726 | $6.84M | 2.2% | +3.5% | 0.000% | |
10/9/2024 | Financial Advisory Partners LLC | 2,580 | $0.48M | 0.2% | N/A | 0.000% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 12,814 | $2.39M | 0.3% | +2.1% | 0.000% | |
10/9/2024 | A. D. Beadell Investment Counsel Inc. | 15,570 | $2.90M | 2.3% | -4.0% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 760,950 | $141.79M | 2.2% | -2.7% | 0.007% | |
10/9/2024 | SOA Wealth Advisors LLC. | 66,755 | $12.44M | 2.4% | -0.2% | 0.001% | |
10/9/2024 | Cadinha & Co. LLC | 11,024 | $2.05M | 0.4% | -86.5% | 0.000% | |
10/9/2024 | Guardian Asset Advisors LLC | 45,352 | $8.45M | 5.7% | +1.9% | 0.000% | |
10/9/2024 | Northstar Group Inc. | 89,604 | $16.70M | 2.9% | +2.0% | 0.001% | |
10/9/2024 | Cypress Wealth Services LLC | 22,004 | $4.10M | 0.8% | +3.7% | 0.000% | |
10/9/2024 | Harbor Group Inc. | 1,940 | $0.36M | 0.1% | +83.4% | 0.000% | |
10/9/2024 | Morton Capital Management LLC CA | 18,714 | $3.49M | 0.7% | +14.5% | 0.000% | |
10/9/2024 | Atlas Private Wealth Advisors | 22,418 | $4.18M | 0.6% | +0.4% | 0.000% | |
10/9/2024 | Kelly Financial Services LLC | 5,534 | $1.03M | 0.4% | +1.2% | 0.000% | |
10/9/2024 | Heritage Wealth Partners LLC | 12,566 | $2.34M | 2.8% | -9.5% | 0.000% | |
10/9/2024 | Mountain Pacific Investment Advisers LLC | 1,957 | $0.37M | 0.0% | +27.1% | 0.000% | |
10/9/2024 | Perpetual Ltd | 462,662 | $86.21M | 0.9% | -7.5% | 0.004% | |
10/9/2024 | Wealth Group Ltd | 2,341 | $0.44M | 0.1% | -10.7% | 0.000% | |
10/9/2024 | Clarus Wealth Advisors | 4,628 | $0.84M | 0.4% | +2.0% | 0.000% | |
10/9/2024 | High Note Wealth LLC | 44,193 | $8.23M | 2.4% | +1.6% | 0.000% | |
10/9/2024 | Patten Group Inc. | 13,382 | $2.49M | 0.6% | +15.2% | 0.000% | |
10/9/2024 | Enterprise Bank & Trust Co | 43,763 | $8.15M | 2.6% | +1.5% | 0.000% | |
10/9/2024 | Adirondack Trust Co. | 36,944 | $6.88M | 2.7% | +0.3% | 0.000% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 314,679 | $58.63M | 1.9% | +0.9% | 0.003% | |
10/9/2024 | Wedmont Private Capital | 130,224 | $23.55M | 1.3% | +5.7% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 37,810 | $7.05M | 0.7% | +5.6% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 25,924 | $4.83M | 0.9% | +25.2% | 0.000% | |
10/9/2024 | Abner Herrman & Brock LLC | 147,787 | $27.54M | 3.3% | -0.3% | 0.001% | |
10/8/2024 | CWM LLC | 1,239,111 | $230.88M | 1.0% | +4.5% | 0.012% | |
10/8/2024 | O Connor Financial Group LLC | 2,536 | $0.47M | 0.2% | +2.2% | 0.000% | |
10/8/2024 | Gunderson Capital Management Inc. | 45,592 | $8.50M | 3.6% | -3.2% | 0.000% | |
10/8/2024 | Brightwater Advisory LLC | 2,792 | $0.52M | 0.4% | -5.4% | 0.000% | |
10/8/2024 | Daymark Wealth Partners LLC | 413,655 | $77.08M | 2.6% | +40.0% | 0.004% | |
10/8/2024 | Saxon Interests Inc. | 25,526 | $4.76M | 2.2% | +4.8% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 16,384 | $3.05M | 0.7% | +0.9% | 0.000% | |
10/8/2024 | Objectivity Squared LLC | 10,597 | $1.92M | 1.3% | +1.7% | 0.000% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 11,136 | $2.08M | 1.4% | -5.3% | 0.000% | |
10/8/2024 | First National Corp MA ADV | 14,559 | $2.71M | 0.6% | +0.9% | 0.000% | |
10/8/2024 | Eagle Wealth Strategies LLC | 12,227 | $2.28M | 1.7% | +50.1% | 0.000% | |
10/8/2024 | Barlow Wealth Partners Inc. | 12,483 | $2.26M | 0.3% | +3.3% | 0.000% | |
10/8/2024 | Connective Portfolio Management LLC | 2,480 | $0.46M | 0.5% | -77.4% | 0.000% | |
10/8/2024 | Perkins Coie Trust Co | 41,113 | $7.66M | 1.7% | +2.4% | 0.000% | |
10/8/2024 | First PREMIER Bank | 15,138 | $2.82M | 0.7% | +5.1% | 0.000% | |
10/8/2024 | ACT Wealth Management LLC | 1,125 | $0.21M | 0.1% | -15.5% | 0.000% | |
10/8/2024 | Howard Financial Services LTD. | 24,780 | $4.62M | 0.7% | +2.5% | 0.000% | |
10/8/2024 | True North Advisors LLC | 13,838 | $2.58M | 0.7% | -12.3% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 21,972 | $4.09M | 0.3% | +30.6% | 0.000% | |