10/9/2024 | LongView Wealth Management | 66,465 | $15.49M | 4.9% | -0.6% | 0.000% | |
10/9/2024 | Red Mountain Financial LLC | 21,171 | $4.93M | 5.2% | -2.0% | 0.000% | |
10/9/2024 | Iowa State Bank | 78,174 | $18.22M | 3.7% | -5.9% | 0.001% | |
10/9/2024 | Walker Financial Services Inc. | 2,903 | $0.68M | 0.5% | +6.3% | 0.000% | |
10/9/2024 | Freestate Advisors LLC | 3,950 | $0.92M | 1.0% | N/A | 0.000% | |
10/9/2024 | Martel Wealth Advisors Inc | 2,826 | $0.64M | 0.1% | -9.1% | 0.000% | |
10/9/2024 | Hilltop Wealth Advisors LLC | 5,601 | $1.31M | 0.6% | +3.1% | 0.000% | |
10/9/2024 | Ferguson Shapiro LLC | 20,943 | $4.88M | 1.8% | +6.1% | 0.000% | |
10/9/2024 | TAP Consulting LLC | 20,590 | $4.80M | 0.9% | -10.9% | 0.000% | |
10/9/2024 | Nvest Financial LLC | 33,548 | $7.82M | 4.5% | -0.9% | 0.000% | |
10/9/2024 | Charles Schwab Trust Co | 28,333 | $6.60M | 0.6% | +13.0% | 0.000% | |
10/9/2024 | Fermata Advisors LLC | 69,485 | $16.19M | 3.3% | +2.1% | 0.000% | |
10/9/2024 | Pine Haven Investment Counsel Inc | 43,393 | $10.11M | 8.2% | -0.6% | 0.000% | |
10/9/2024 | Davies Financial Advisors Inc. | 33,953 | $7.91M | 6.9% | -0.5% | 0.000% | |
10/9/2024 | JGP Wealth Management LLC | 219,895 | $51.24M | 6.6% | +5.2% | 0.001% | |
10/9/2024 | West Coast Financial LLC | 161,347 | $37.59M | 4.1% | +0.0% | 0.001% | |
10/9/2024 | DLK Investment Management LLC | 71,157 | $16.58M | 6.4% | -0.6% | 0.000% | |
10/9/2024 | Congress Park Capital LLC | 43,670 | $10.18M | 3.8% | -6.9% | 0.000% | |
10/9/2024 | Castle Rock Wealth Management LLC | 63,861 | $14.37M | 3.4% | +0.2% | 0.000% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 71,551 | $16.67M | 8.4% | -1.0% | 0.000% | |
10/9/2024 | Strong Tower Advisory Services | 59,444 | $13.85M | 3.9% | -0.4% | 0.000% | |
10/9/2024 | Guild Investment Management Inc. | 17,298 | $4.03M | 4.3% | +5.7% | 0.000% | |
10/9/2024 | Successful Portfolios LLC | 21,911 | $5.11M | 3.5% | -2.8% | 0.000% | |
10/9/2024 | Jessup Wealth Management Inc | 93,402 | $21.76M | 10.0% | -7.9% | 0.001% | |
10/9/2024 | Profit Investment Management LLC | 9,078 | $2.12M | 1.7% | -6.6% | 0.000% | |
10/9/2024 | BWM Planning LLC | 46,934 | $10.94M | 4.9% | N/A | 0.000% | |
10/9/2024 | Sarasin & Partners LLP | 2,804,497 | $653.45M | 6.2% | -7.4% | 0.018% | |
10/9/2024 | Towerpoint Wealth LLC | 19,225 | $4.48M | 2.1% | -3.5% | 0.000% | |
10/9/2024 | Virginia Wealth Management Group Inc. | 21,516 | $5.01M | 3.1% | +33.2% | 0.000% | |
10/9/2024 | Scott Capital Advisors LLC | 4,050 | $0.94M | 0.3% | -2.9% | 0.000% | |
10/9/2024 | Independence Bank of Kentucky | 100,257 | $23.36M | 5.0% | +26.3% | 0.001% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 462,967 | $107.87M | 7.3% | +0.8% | 0.003% | |
10/9/2024 | Clarius Group LLC | 140,698 | $32.69M | 2.3% | -2.9% | 0.001% | |
10/9/2024 | Stolper Co | 61,472 | $14.32M | 4.7% | -2.7% | 0.000% | |
10/9/2024 | Worth Asset Management LLC | 23,794 | $5.54M | 3.0% | +24.0% | 0.000% | |
10/9/2024 | Rappaport Reiches Capital Management LLC | 105,358 | $24.55M | 6.5% | +5.2% | 0.001% | |
10/9/2024 | Hudson Capital Management LLC | 29,084 | $6.78M | 2.2% | -2.2% | 0.000% | |
10/9/2024 | CCM Investment Advisers LLC | 131,655 | $30.68M | 3.4% | +0.8% | 0.001% | |
10/9/2024 | Moisand Fitzgerald Tamayo LLC | 13,947 | $3.25M | 0.4% | -1.5% | 0.000% | |
10/9/2024 | San Luis Wealth Advisors LLC | 137,973 | $32.15M | 6.6% | +2.0% | 0.001% | |
10/9/2024 | Beaumont Financial Advisors LLC | 285,404 | $66.50M | 5.2% | -1.9% | 0.002% | |
10/9/2024 | Albion Financial Group UT | 348,794 | $81.27M | 5.6% | +0.5% | 0.002% | |
10/9/2024 | Christopher J. Hasenberg Inc | 306 | $69K | 0.0% | +88.9% | 0.000% | |
10/9/2024 | Merrion Investment Management Co LLC | 50,781 | $11.83M | 7.8% | -4.8% | 0.000% | |
10/9/2024 | Hoese & Co LLP | 1,312 | $0.31M | 0.3% | +43.9% | 0.000% | |
10/9/2024 | Cerro Pacific Wealth Advisors LLC | 71,649 | $16.69M | 6.2% | +10.1% | 0.000% | |
10/9/2024 | Private Advisory Group LLC | 214,353 | $49.94M | 6.0% | -1.9% | 0.001% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 103,719 | $23.42M | 5.1% | N/A | 0.001% | |
10/9/2024 | Agate Pass Investment Management LLC | 45,120 | $10.51M | 5.2% | -2.0% | 0.000% | |
10/9/2024 | LifePro Asset Management | 8,313 | $1.94M | 1.2% | +9.9% | 0.000% | |
10/9/2024 | Pinnacle Bancorp Inc. | 33,530 | $7.81M | 2.1% | +1.0% | 0.000% | |
10/9/2024 | Boston Common Asset Management LLC | 190,272 | $44.33M | 1.2% | -6.5% | 0.001% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 44,168 | $10.29M | 3.7% | -0.9% | 0.000% | |
10/9/2024 | Selective Wealth Management Inc. | 28,389 | $6.41M | 2.7% | +29.0% | 0.000% | |
10/9/2024 | Capital Insight Partners LLC | 60,290 | $14.05M | 2.5% | -0.1% | 0.000% | |
10/9/2024 | Strategic Advisors LLC | 182,792 | $42.59M | 7.9% | -12.2% | 0.001% | |
10/9/2024 | Sendero Wealth Management LLC | 63,999 | $14.91M | 2.3% | +2.0% | 0.000% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 55,269 | $12.88M | 2.4% | -7.0% | 0.000% | |
10/9/2024 | GEM Asset Management LLC | 19,087 | $4.23M | 2.4% | -0.8% | 0.000% | |
10/9/2024 | Brendel Financial Advisors LLC | 12,526 | $2.92M | 1.7% | -3.1% | 0.000% | |
10/9/2024 | Peirce Capital Management LLC | 1,540 | $0.36M | 0.2% | -27.4% | 0.000% | |
10/9/2024 | Quotient Wealth Partners LLC | 73,147 | $17.04M | 0.6% | -0.9% | 0.000% | |
10/9/2024 | Northwest Bank & Trust Co | 91,256 | $21.26M | 16.2% | +0.1% | 0.001% | |
10/9/2024 | Modus Advisors LLC | 49,688 | $11.58M | 3.8% | -0.5% | 0.000% | |
10/9/2024 | SS&H Financial Advisors Inc. | 80,886 | $18.85M | 6.9% | +1.2% | 0.001% | |
10/9/2024 | Financial Advisory Partners LLC | 23,531 | $5.48M | 1.8% | -1.5% | 0.000% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 205,599 | $47.91M | 5.2% | +0.6% | 0.001% | |
10/9/2024 | A. D. Beadell Investment Counsel Inc. | 12,050 | $2.81M | 2.2% | -3.5% | 0.000% | |
10/9/2024 | Matrix Trust Co | 12,184 | $2.84M | 0.5% | +1.1% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 1,368,060 | $318.76M | 5.0% | -2.0% | 0.009% | |
10/9/2024 | Planned Solutions Inc. | 20,142 | $4.69M | 1.9% | +20.8% | 0.000% | |
10/9/2024 | SOA Wealth Advisors LLC. | 242,231 | $56.44M | 10.8% | -1.7% | 0.002% | |
10/9/2024 | Cadinha & Co. LLC | 22,725 | $5.30M | 0.9% | +0.5% | 0.000% | |
10/9/2024 | Guardian Asset Advisors LLC | 91,662 | $21.36M | 14.5% | -0.5% | 0.001% | |
10/9/2024 | Advocate Group LLC | 47,784 | $11.13M | 2.0% | -6.0% | 0.000% | |
10/9/2024 | Cornerstone Management Inc. | 1,022 | $0.24M | 0.0% | -19.5% | 0.000% | |
10/9/2024 | Northstar Group Inc. | 156,329 | $36.43M | 6.3% | -2.1% | 0.001% | |
10/9/2024 | Cypress Wealth Services LLC | 133,518 | $31.11M | 6.4% | +0.6% | 0.001% | |
10/9/2024 | Morton Capital Management LLC CA | 66,499 | $15.49M | 3.0% | +4.3% | 0.000% | |
10/9/2024 | Atlas Private Wealth Advisors | 97,372 | $22.69M | 3.3% | -0.1% | 0.001% | |
10/9/2024 | Sanders Morris Harris LLC | 117,715 | $27.43M | 4.5% | -8.7% | 0.001% | |
10/9/2024 | Kelly Financial Services LLC | 17,147 | $4M | 1.5% | +2.3% | 0.000% | |
10/9/2024 | Heritage Wealth Partners LLC | 14,831 | $3.46M | 4.1% | -3.1% | 0.000% | |
10/9/2024 | Mountain Pacific Investment Advisers LLC | 24,756 | $5.77M | 0.4% | -1.1% | 0.000% | |
10/9/2024 | Perpetual Ltd | 60,676 | $14.14M | 0.2% | -10.4% | 0.000% | |
10/9/2024 | Pensionfund Sabic | 67,780 | $15.79M | 4.9% | -15.0% | 0.000% | |
10/9/2024 | BSN CAPITAL PARTNERS Ltd | 120,000 | $27.44M | 5.2% | -95.3% | 0.001% | |
10/9/2024 | Wealth Group Ltd | 8,444 | $1.97M | 0.6% | -4.7% | 0.000% | |
10/9/2024 | Clarus Wealth Advisors | 36,873 | $8.17M | 4.2% | -2.0% | 0.000% | |
10/9/2024 | TL Private Wealth | 3,583 | $0.79M | 0.4% | +3.9% | 0.000% | |
10/9/2024 | USA Financial Formulas | 7,260 | $1.69M | 0.3% | +24,100.0% | 0.000% | |
10/9/2024 | Somerset Trust Co | 55,106 | $12.84M | 4.8% | -1.0% | 0.000% | |
10/9/2024 | Bruce G. Allen Investments LLC | 9,129 | $2.13M | 1.7% | -0.6% | 0.000% | |
10/9/2024 | High Note Wealth LLC | 77,822 | $18.13M | 5.2% | -0.2% | 0.001% | |
10/9/2024 | Patten Group Inc. | 80,637 | $18.79M | 4.2% | -1.3% | 0.001% | |
10/9/2024 | Adirondack Trust Co. | 72,392 | $16.87M | 6.5% | -0.5% | 0.000% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 671,569 | $156.48M | 5.0% | -2.7% | 0.004% | |
10/9/2024 | Wedmont Private Capital | 229,507 | $50.88M | 2.9% | +12.2% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 91,734 | $21.37M | 2.0% | +0.7% | 0.001% | |
10/9/2024 | Hexagon Capital Partners LLC | 67,750 | $15.79M | 3.1% | -0.2% | 0.000% | |