10/9/2024 | Iowa State Bank | 5,612 | $4.97M | 1.0% | +8.9% | 0.001% | |
10/9/2024 | Charles Schwab Trust Co | 226 | $0.20M | 0.0% | -21.8% | 0.000% | |
10/9/2024 | Fermata Advisors LLC | 1,264 | $1.12M | 0.2% | +2.3% | 0.000% | |
10/9/2024 | JGP Wealth Management LLC | 1,752 | $1.55M | 0.2% | +2.3% | 0.000% | |
10/9/2024 | Congress Park Capital LLC | 3,208 | $2.84M | 1.1% | -0.7% | 0.000% | |
10/9/2024 | LVW Advisors LLC | 3,299 | $2.92M | 0.4% | -2.8% | 0.000% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 397 | $0.35M | 0.2% | -4.1% | 0.000% | |
10/9/2024 | Strong Tower Advisory Services | 9,601 | $8.51M | 2.4% | +2.4% | 0.001% | |
10/9/2024 | Guild Investment Management Inc. | 3,449 | $3.06M | 3.3% | -2.5% | 0.000% | |
10/9/2024 | Jessup Wealth Management Inc | 373 | $0.33M | 0.2% | -4.4% | 0.000% | |
10/9/2024 | BWM Planning LLC | 1,029 | $0.91M | 0.4% | N/A | 0.000% | |
10/9/2024 | Sarasin & Partners LLP | 240,235 | $212.83M | 2.0% | -23.6% | 0.025% | |
10/9/2024 | Scott Capital Advisors LLC | 738 | $0.65M | 0.2% | +2.4% | 0.000% | |
10/9/2024 | Independence Bank of Kentucky | 6,911 | $6.12M | 1.3% | +28.5% | 0.001% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 28,424 | $25.18M | 1.7% | -0.1% | 0.003% | |
10/9/2024 | Clarius Group LLC | 6,036 | $5.35M | 0.4% | -1.9% | 0.001% | |
10/9/2024 | Worth Asset Management LLC | 1,630 | $1.44M | 0.8% | -6.4% | 0.000% | |
10/9/2024 | Rappaport Reiches Capital Management LLC | 366 | $0.33M | 0.1% | +33.1% | 0.000% | |
10/9/2024 | CCM Investment Advisers LLC | 14,914 | $13.21M | 1.5% | +1.2% | 0.002% | |
10/9/2024 | San Luis Wealth Advisors LLC | 571 | $0.51M | 0.1% | +9.6% | 0.000% | |
10/9/2024 | Beaumont Financial Advisors LLC | 5,772 | $5.11M | 0.4% | +4.4% | 0.001% | |
10/9/2024 | Merrion Investment Management Co LLC | 1,950 | $1.73M | 1.1% | -2.5% | 0.000% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 1,592 | $1.46M | 0.3% | N/A | 0.000% | |
10/9/2024 | Private Advisory Group LLC | 20,587 | $18.24M | 2.2% | +1.1% | 0.002% | |
10/9/2024 | Contravisory Investment Management Inc. | 654 | $0.58M | 0.1% | +5.5% | 0.000% | |
10/9/2024 | LifePro Asset Management | 1,565 | $1.39M | 0.8% | +1.0% | 0.000% | |
10/9/2024 | Boston Common Asset Management LLC | 18,563 | $16.45M | 0.4% | +77.5% | 0.002% | |
10/9/2024 | Capital Insight Partners LLC | 1,424 | $1.26M | 0.2% | -5.9% | 0.000% | |
10/9/2024 | Tobam | 14,784 | $13.10M | 2.4% | -33.3% | 0.002% | |
10/9/2024 | Strategic Advisors LLC | 1,633 | $1.45M | 0.3% | +1.7% | 0.000% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 3,073 | $2.72M | 0.5% | +748.9% | 0.000% | |
10/9/2024 | Brendel Financial Advisors LLC | 2,192 | $1.94M | 1.1% | +5.9% | 0.000% | |
10/9/2024 | Bank & Trust Co | 12,281 | $10.88M | 8.8% | -0.1% | 0.001% | |
10/9/2024 | Quotient Wealth Partners LLC | 3,009 | $2.67M | 0.1% | -3.3% | 0.000% | |
10/9/2024 | Modus Advisors LLC | 479 | $0.42M | 0.1% | +32.3% | 0.000% | |
10/9/2024 | SS&H Financial Advisors Inc. | 959 | $0.85M | 0.3% | +14.6% | 0.000% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 3,132 | $2.78M | 0.3% | +0.4% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 117,862 | $104.42M | 1.6% | -2.5% | 0.012% | |
10/9/2024 | Planned Solutions Inc. | 2,913 | $2.58M | 1.0% | -10.1% | 0.000% | |
10/9/2024 | Cadinha & Co. LLC | 18,965 | $16.80M | 2.9% | -0.6% | 0.002% | |
10/9/2024 | Guardian Asset Advisors LLC | 3,423 | $3.04M | 2.1% | +1.7% | 0.000% | |
10/9/2024 | Northstar Group Inc. | 1,065 | $0.94M | 0.2% | -1.8% | 0.000% | |
10/9/2024 | Cypress Wealth Services LLC | 2,065 | $1.83M | 0.4% | -3.3% | 0.000% | |
10/9/2024 | Morton Capital Management LLC CA | 720 | $0.64M | 0.1% | +72.2% | 0.000% | |
10/9/2024 | Heritage Wealth Partners LLC | 973 | $0.86M | 1.0% | -27.2% | 0.000% | |
10/9/2024 | Perpetual Ltd | 97,472 | $86.35M | 0.9% | -4.0% | 0.010% | |
10/9/2024 | BSN CAPITAL PARTNERS Ltd | 18,000 | $16.79M | 3.2% | N/A | 0.002% | |
10/9/2024 | Clarus Wealth Advisors | 733 | $0.66M | 0.3% | N/A | 0.000% | |
10/9/2024 | Bruce G. Allen Investments LLC | 213 | $0.19M | 0.1% | -30.6% | 0.000% | |
10/9/2024 | High Note Wealth LLC | 3,188 | $2.83M | 0.8% | -0.7% | 0.000% | |
10/9/2024 | Patten Group Inc. | 2,960 | $2.62M | 0.6% | -2.1% | 0.000% | |
10/9/2024 | Enterprise Bank & Trust Co | 6,675 | $5.91M | 1.9% | -4.1% | 0.001% | |
10/9/2024 | Adirondack Trust Co. | 4,682 | $4.15M | 1.6% | +2.1% | 0.000% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 20,100 | $17.81M | 0.6% | -0.8% | 0.002% | |
10/9/2024 | Wedmont Private Capital | 13,002 | $11.68M | 0.7% | +4.8% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 3,144 | $2.79M | 0.3% | +8.5% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 703 | $0.62M | 0.1% | -5.5% | 0.000% | |
10/9/2024 | Abner Herrman & Brock LLC | 26,508 | $23.48M | 2.8% | +0.4% | 0.003% | |
10/8/2024 | CWM LLC | 75,089 | $66.52M | 0.3% | +3.3% | 0.008% | |
10/8/2024 | West Financial Advisors LLC | 65 | $58K | 0.0% | N/A | 0.000% | |
10/8/2024 | Gunderson Capital Management Inc. | 22,497 | $19.93M | 8.4% | +1.0% | 0.002% | |
10/8/2024 | Daymark Wealth Partners LLC | 11,720 | $10.38M | 0.3% | +1.4% | 0.001% | |
10/8/2024 | Saxon Interests Inc. | 444 | $0.39M | 0.2% | +31.0% | 0.000% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 1,052 | $0.93M | 0.6% | +1.4% | 0.000% | |
10/8/2024 | First National Corp MA ADV | 4,350 | $3.85M | 0.9% | -28.2% | 0.000% | |
10/8/2024 | Eagle Wealth Strategies LLC | 4,079 | $3.61M | 2.6% | +1.0% | 0.000% | |
10/8/2024 | Perkins Coie Trust Co | 5,914 | $5.24M | 1.2% | +2.7% | 0.001% | |
10/8/2024 | Royal Fund Management LLC | 7,056 | $6.25M | 0.4% | +118.4% | 0.001% | |
10/8/2024 | First PREMIER Bank | 533 | $0.47M | 0.1% | -5.0% | 0.000% | |
10/8/2024 | Howard Financial Services LTD. | 430 | $0.38M | 0.1% | -2.7% | 0.000% | |
10/8/2024 | True North Advisors LLC | 3,225 | $2.86M | 0.7% | -1.3% | 0.000% | |
10/8/2024 | Partnership Wealth Management LLC | 21,774 | $19.29M | 13.6% | -5.9% | 0.002% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,393 | $1.23M | 0.1% | +14.4% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 683 | $0.61M | 0.1% | +3.8% | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 11,942 | $10.58M | 1.0% | +4.0% | 0.001% | |
10/8/2024 | Rockingstone Advisors LLC | 305 | $0.27M | 0.1% | +24.5% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 1,358 | $1.20M | 0.5% | +17.0% | 0.000% | |
10/8/2024 | Gratus Wealth Advisors LLC | 1,721 | $1.55M | 0.3% | +33.7% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 17,077 | $15.13M | 1.8% | +4.8% | 0.002% | |
10/8/2024 | Brookstone Capital Management | 33,029 | $29.26M | 0.4% | +6.8% | 0.003% | |
10/8/2024 | Olistico Wealth LLC | 3,657 | $3.24M | 2.0% | -5.9% | 0.000% | |
10/8/2024 | Reliant Investment Management LLC | 1,387 | $1.23M | 0.6% | +4.4% | 0.000% | |
10/8/2024 | Artemis Investment Management LLP | 55,474 | $49.15M | 0.7% | +29.9% | 0.006% | |
10/8/2024 | Country Trust Bank | 95,627 | $84.72M | 2.1% | +1.6% | 0.010% | |
10/8/2024 | Park Place Capital Corp | 1,882 | $1.67M | 0.5% | -19.8% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 5,394 | $4.78M | 0.3% | +2.1% | 0.001% | |
10/8/2024 | Traveka Wealth LLC | 2,702 | $2.39M | 1.2% | -14.2% | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 8,712 | $7.72M | 0.5% | +5.7% | 0.001% | |
10/8/2024 | Bridge Creek Capital Management LLC | 2,029 | $1.80M | 0.5% | -6.3% | 0.000% | |
10/8/2024 | Clean Yield Group | 3,619 | $3.21M | 1.0% | -0.5% | 0.000% | |
10/8/2024 | Marion Wealth Management | 580 | $0.51M | 0.1% | -43.4% | 0.000% | |
10/8/2024 | Anderson Hoagland & Co. | 22,779 | $20.21M | 2.1% | -0.1% | 0.002% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 17,049 | $15.11M | 0.5% | +4.9% | 0.002% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 274 | $0.24M | 0.1% | N/A | 0.000% | |
10/8/2024 | Axiom Advisory LLC | 384 | $0.35M | 0.0% | N/A | 0.000% | |
10/8/2024 | Evanson Asset Management LLC | 1,505 | $1.33M | 0.1% | +6.6% | 0.000% | |
10/8/2024 | Alpha Cubed Investments LLC | 14,962 | $13.26M | 0.6% | +6.1% | 0.002% | |
10/8/2024 | Chesley Taft & Associates LLC | 22,383 | $19.83M | 0.9% | -0.8% | 0.002% | |
10/8/2024 | Callan Family Office LLC | 763 | $0.68M | 0.1% | +30.4% | 0.000% | |
10/8/2024 | Kesler Norman & Wride LLC | 4,014 | $3.56M | 0.7% | +10.2% | 0.000% | |