10/16/2024 | Global Retirement Partners LLC | 15,556 | $13.79M | 0.4% | -1.0% | 0.004% | |
10/16/2024 | Mitchell & Pahl Private Wealth LLC | 2,736 | $2.43M | 1.1% | +1.3% | 0.001% | |
10/16/2024 | Patton Fund Management Inc. | 7,246 | $6.42M | 1.3% | N/A | 0.002% | |
10/16/2024 | Summit Financial Strategies Inc. | 358 | $0.32M | 0.0% | -9.8% | 0.000% | |
10/16/2024 | Orin Green Financial LLC | 678 | $0.60M | 0.3% | +6.6% | 0.000% | |
10/16/2024 | Nottingham Advisors Inc. | 977 | $0.87M | 0.1% | -9.3% | 0.000% | |
10/16/2024 | Naviter Wealth LLC | 3,023 | $2.68M | 0.4% | -6.5% | 0.001% | |
10/16/2024 | Ironwood Financial llc | 3,830 | $3.40M | 0.7% | +2.0% | 0.001% | |
10/16/2024 | Consolidated Capital Management LLC | 8,995 | $7.97M | 3.5% | -10.2% | 0.002% | |
10/16/2024 | Mezzasalma Advisors LLC | 3,792 | $3.36M | 1.3% | +5.1% | 0.001% | |
10/16/2024 | ZWJ Investment Counsel Inc. | 3,190 | $2.83M | 0.1% | -1.8% | 0.001% | |
10/16/2024 | Kowal Investment Group LLC | 1,021 | $0.91M | 0.2% | -2.3% | 0.000% | |
10/16/2024 | McCollum Christoferson Group LLC | 21,710 | $19.25M | 5.6% | -1.4% | 0.005% | |
10/16/2024 | Tamar Securities LLC | 922 | $0.82M | 0.1% | +7.7% | 0.000% | |
10/16/2024 | FLC Capital Advisors | 1,293 | $1.15M | 0.3% | +15.8% | 0.000% | |
10/16/2024 | Horizon Wealth Management LLC | 268 | $0.24M | 0.0% | +4.7% | 0.000% | |
10/16/2024 | Cornerstone Wealth Management LLC | 4,494 | $3.98M | 0.3% | -3.5% | 0.001% | |
10/16/2024 | Culbertson A N & Co. Inc. | 762 | $0.68M | 0.1% | -16.4% | 0.000% | |
10/16/2024 | Bfsg LLC | 10,881 | $9.65M | 1.1% | -7.4% | 0.002% | |
10/16/2024 | Rheos Capital Works Inc. | 23,600 | $20.92M | 1.1% | -10.3% | 0.005% | |
10/16/2024 | Annapolis Financial Services LLC | 119 | $0.11M | 0.0% | -11.9% | 0.000% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 3,589 | $3.18M | 0.6% | +224.5% | 0.001% | |
10/16/2024 | AAFMAA Wealth Management & Trust LLC | 2,358 | $2.09M | 0.9% | +11.6% | 0.001% | |
10/16/2024 | Curran Financial Partners LLC | 2,795 | $2.48M | 0.7% | +1.4% | 0.001% | |
10/16/2024 | Market Street Wealth Management Advisors LLC | 2,219 | $1.97M | 0.3% | +1.0% | 0.001% | |
10/16/2024 | Fulton Breakefield Broenniman LLC | 2,229 | $1.98M | 0.1% | -4.9% | 0.001% | |
10/16/2024 | Firethorn Wealth Partners LLC | 358 | $0.32M | 0.2% | +3.5% | 0.000% | |
10/16/2024 | Carderock Capital Management Inc. | 11,335 | $10.05M | 2.4% | +4.2% | 0.003% | |
10/16/2024 | Wolff Wiese Magana LLC | 493 | $0.44M | 0.3% | -2.6% | 0.000% | |
10/16/2024 | Indiana Trust & Investment Management Co | 7,728 | $6.85M | 2.3% | +4.3% | 0.002% | |
10/16/2024 | Baskin Financial Services Inc. | 70,180 | $62.22M | 5.1% | -1.6% | 0.016% | |
10/16/2024 | Transform Wealth LLC | 16,700 | $14.81M | 1.0% | +1.2% | 0.004% | |
10/16/2024 | Vontobel Holding Ltd. | 22,295 | $19.77M | 0.1% | -19.6% | 0.005% | |
10/16/2024 | Leisure Capital Management | 6,426 | $5.70M | 2.4% | -0.8% | 0.001% | |
10/16/2024 | Terra Nova Asset Management LLC | 3,351 | $2.97M | 2.2% | +2.3% | 0.001% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 17,741 | $15.73M | 0.9% | -2.7% | 0.004% | |
10/16/2024 | Sumitomo Life Insurance Co. | 12,849 | $11.39M | 0.2% | -14.8% | 0.003% | |
10/16/2024 | SeaCrest Wealth Management LLC | 10,270 | $9.11M | 1.0% | +4.6% | 0.002% | |
10/16/2024 | Stableford Capital II LLC | 1,335 | $1.19M | 0.5% | -3.2% | 0.000% | |
10/16/2024 | Safeguard Financial LLC | 838 | $0.74M | 0.2% | +3.2% | 0.000% | |
10/16/2024 | Tsfg LLC | 877 | $0.78M | 0.2% | +1.7% | 0.000% | |
10/16/2024 | Roberts Wealth Advisors LLC | 5,818 | $5.18M | 1.7% | +0.4% | 0.001% | |
10/16/2024 | Crescent Sterling Ltd. | 732 | $0.65M | 0.6% | +13.1% | 0.000% | |
10/16/2024 | Bill Few Associates Inc. | 660 | $0.59M | 0.2% | -6.4% | 0.000% | |
10/16/2024 | Griffin Asset Management Inc. | 8,506 | $7.54M | 0.8% | -2.1% | 0.002% | |
10/16/2024 | Jamison Private Wealth Management Inc. | 9,568 | $8.48M | 1.3% | +3.7% | 0.002% | |
10/16/2024 | Asset Dedication LLC | 7,669 | $6.80M | 0.5% | -11.8% | 0.002% | |
10/16/2024 | CFM Wealth Partners LLC | 9,344 | $8.28M | 1.7% | -7.1% | 0.002% | |
10/16/2024 | Cascade Investment Group Inc. | 1,235 | $1.10M | 0.8% | -6.4% | 0.000% | |
10/16/2024 | Braun Bostich & Associates Inc. | 431 | $0.38M | 0.3% | -5.3% | 0.000% | |
10/16/2024 | Acorn Creek Capital LLC | 465 | $0.41M | 0.2% | +5.9% | 0.000% | |
10/16/2024 | EdgeRock Capital LLC | 718 | $0.64M | 0.4% | +3.3% | 0.000% | |
10/16/2024 | ERn Financial LLC | 2,040 | $1.81M | 0.3% | -2.3% | 0.000% | |
10/16/2024 | Brady Family Wealth LLC | 4,690 | $4.16M | 1.2% | -1.7% | 0.001% | |
10/15/2024 | Capital Advisors Wealth Management LLC | 5,989 | $5.31M | 1.0% | +18.3% | 0.001% | |
10/15/2024 | First United Bank & Trust | 2,591 | $2.30M | 0.8% | -4.5% | 0.001% | |
10/15/2024 | PFG Advisors | 13,910 | $12.33M | 0.8% | -4.6% | 0.003% | |
10/15/2024 | Regatta Capital Group LLC | 5,559 | $4.93M | 1.0% | +1.9% | 0.001% | |
10/15/2024 | Petredis Investment Advisors LLC | 16,578 | $14.70M | 1.6% | +0.4% | 0.004% | |
10/15/2024 | Prospect Financial Services LLC | 749 | $0.66M | 0.4% | +32.6% | 0.000% | |
10/15/2024 | Astoria Strategic Wealth Inc. | 232 | $0.21M | 0.1% | N/A | 0.000% | |
10/15/2024 | Magnus Financial Group LLC | 1,253 | $1.11M | 0.1% | +14.2% | 0.000% | |
10/15/2024 | Luts & Greenleigh Group Inc. | 10,546 | $9.35M | 9.0% | -0.9% | 0.002% | |
10/15/2024 | Investment Advisory Group LLC | 436 | $0.39M | 0.1% | N/A | 0.000% | |
10/15/2024 | Dover Advisors LLC | 1,129 | $1M | 0.6% | -1.7% | 0.000% | |
10/15/2024 | HTLF Bank | 5,769 | $5.11M | 0.6% | -1.4% | 0.001% | |
10/15/2024 | Keystone Wealth Services LLC | 9,080 | $8.05M | 2.2% | +124.1% | 0.002% | |
10/15/2024 | First Pacific Financial | 4,884 | $4.33M | 1.0% | +1.3% | 0.001% | |
10/15/2024 | Peak Financial Management Inc. | 781 | $0.69M | 0.2% | +3.3% | 0.000% | |
10/15/2024 | Cabot Wealth Management Inc. | 277 | $0.25M | 0.0% | +7.8% | 0.000% | |
10/15/2024 | RDA Financial Network | 3,405 | $3.02M | 0.9% | +2.4% | 0.001% | |
10/15/2024 | Trust Co. of Oklahoma | 8,924 | $7.91M | 2.6% | +2.6% | 0.002% | |
10/15/2024 | Swedbank AB | 443,747 | $393.39M | 0.5% | +1.5% | 0.100% | |
10/15/2024 | Zhang Financial LLC | 1,356 | $1.20M | 0.1% | +32.4% | 0.000% | |
10/15/2024 | Norway Savings Bank | 3,537 | $3.14M | 1.7% | +11.2% | 0.001% | |
10/15/2024 | Arkfeld Wealth Strategies L.L.C. | 1,897 | $1.68M | 0.8% | +1.3% | 0.000% | |
10/15/2024 | Ulland Investment Advisors LLC | 697 | $0.62M | 0.5% | +3.3% | 0.000% | |
10/15/2024 | NBC Securities Inc. | 3,145 | $2.79M | 0.2% | +3.1% | 0.001% | |
10/15/2024 | Richwood Investment Advisors LLC | 1,809 | $1.60M | 1.3% | -3.2% | 0.000% | |
10/15/2024 | Boomfish Wealth Group LLC | 797 | $0.71M | 0.4% | -77.1% | 0.000% | |
10/15/2024 | Occidental Asset Management LLC | 348 | $0.31M | 0.0% | -9.1% | 0.000% | |
10/15/2024 | Cornell Pochily Investment Advisors Inc. | 2,985 | $2.65M | 0.9% | +0.7% | 0.001% | |
10/15/2024 | Allen Mooney & Barnes Investment Advisors LLC | 658 | $0.58M | 0.1% | +2.0% | 0.000% | |
10/12/2024 | Fruth Investment Management | 5,215 | $4.62M | 1.2% | -0.9% | 0.001% | |
10/11/2024 | Creative Planning | 224,169 | $194.25M | 0.2% | +5.5% | 0.051% | |
10/11/2024 | Wesbanco Bank Inc. | 11,283 | $10M | 0.3% | -0.6% | 0.003% | |
10/11/2024 | CX Institutional | 7,792 | $6.91M | 0.3% | -2.1% | 0.002% | |
10/11/2024 | Harrington Investments INC | 5,333 | $4.73M | 2.6% | -1.6% | 0.001% | |
10/11/2024 | Sivia Capital Partners LLC | 3,697 | $3.28M | 1.9% | -4.0% | 0.001% | |
10/11/2024 | Grove Bank & Trust | 2,812 | $2.49M | 0.4% | -2.2% | 0.001% | |
10/11/2024 | Wedge Capital Management L L P NC | 240 | $0.21M | 0.0% | N/A | 0.000% | |
10/11/2024 | Elmwood Wealth Management Inc. | 3,725 | $3.30M | 1.4% | -2.3% | 0.001% | |
10/11/2024 | Fiduciary Alliance LLC | 7,492 | $6.64M | 0.9% | +48.2% | 0.002% | |
10/11/2024 | Novare Capital Management LLC | 2,743 | $2.43M | 0.2% | -6.8% | 0.001% | |
10/11/2024 | ORG Partners LLC | 2,307 | $2.05M | 0.3% | -0.6% | 0.001% | |
10/11/2024 | Granite Harbor Advisors Inc. | 359 | $0.32M | 0.2% | +23.8% | 0.000% | |
10/11/2024 | Elk River Wealth Management LLC | 17,479 | $15.50M | 2.8% | +0.9% | 0.004% | |
10/11/2024 | Empirical Asset Management LLC | 17,285 | $15.32M | 1.9% | -0.2% | 0.004% | |
10/11/2024 | Constitution Capital LLC | 562 | $0.50M | 0.3% | -3.4% | 0.000% | |
10/11/2024 | Affinity Wealth Management LLC | 960 | $0.85M | 0.2% | -4.3% | 0.000% | |