10/9/2024 | Strategic Advisors LLC | 14,766 | $8.45M | 1.6% | -12.0% | 0.001% | |
10/9/2024 | Sendero Wealth Management LLC | 20,618 | $11.80M | 1.9% | +15.6% | 0.001% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 15,758 | $9.02M | 1.7% | -8.7% | 0.001% | |
10/9/2024 | Brendel Financial Advisors LLC | 4,145 | $2.37M | 1.3% | +2.1% | 0.000% | |
10/9/2024 | Quotient Wealth Partners LLC | 7,579 | $4.34M | 0.1% | -1.1% | 0.000% | |
10/9/2024 | Northwest Bank & Trust Co | 8,517 | $4.88M | 3.7% | -0.8% | 0.000% | |
10/9/2024 | Modus Advisors LLC | 3,603 | $2.06M | 0.7% | +28.8% | 0.000% | |
10/9/2024 | SS&H Financial Advisors Inc. | 1,636 | $0.94M | 0.3% | N/A | 0.000% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 2,663 | $1.53M | 0.2% | +4.3% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 139,688 | $79.96M | 1.2% | -1.2% | 0.006% | |
10/9/2024 | Guardian Asset Advisors LLC | 1,344 | $0.77M | 0.5% | +17.5% | 0.000% | |
10/9/2024 | Advocate Group LLC | 837 | $0.48M | 0.1% | -30.9% | 0.000% | |
10/9/2024 | Cypress Wealth Services LLC | 4,293 | $2.46M | 0.5% | +3.9% | 0.000% | |
10/9/2024 | Northstar Group Inc. | 24,659 | $14.12M | 2.5% | +0.4% | 0.001% | |
10/9/2024 | Morton Capital Management LLC CA | 2,347 | $1.34M | 0.3% | +25.0% | 0.000% | |
10/9/2024 | Atlas Private Wealth Advisors | 3,777 | $2.16M | 0.3% | +5.7% | 0.000% | |
10/9/2024 | Heritage Wealth Partners LLC | 3,177 | $1.82M | 2.1% | -11.2% | 0.000% | |
10/9/2024 | Perpetual Ltd | 17,749 | $10.16M | 0.1% | +0.2% | 0.001% | |
10/9/2024 | Pensionfund Sabic | 11,000 | $6.30M | 2.0% | -14.1% | 0.000% | |
10/9/2024 | Enterprise Bank & Trust Co | 11,815 | $6.76M | 2.2% | -2.5% | 0.000% | |
10/9/2024 | Adirondack Trust Co. | 5,228 | $2.99M | 1.2% | -0.5% | 0.000% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 28,915 | $16.55M | 0.5% | +10.5% | 0.001% | |
10/9/2024 | Wedmont Private Capital | 41,042 | $24M | 1.4% | +7.9% | 0.002% | |
10/9/2024 | Marcum Wealth LLC | 6,448 | $3.69M | 0.3% | +3.6% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 51,007 | $29.20M | 5.7% | -0.4% | 0.002% | |
10/9/2024 | Abner Herrman & Brock LLC | 16,366 | $9.37M | 1.1% | +0.3% | 0.001% | |
10/8/2024 | CWM LLC | 240,263 | $137.54M | 0.6% | +6.8% | 0.009% | |
10/8/2024 | West Financial Advisors LLC | 85 | $49K | 0.0% | N/A | 0.000% | |
10/8/2024 | Gunderson Capital Management Inc. | 22,900 | $13.11M | 5.6% | +1.0% | 0.001% | |
10/8/2024 | Daymark Wealth Partners LLC | 12,788 | $7.32M | 0.2% | +8.8% | 0.001% | |
10/8/2024 | Saxon Interests Inc. | 5,873 | $3.36M | 1.5% | +5.0% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 2,634 | $1.51M | 0.4% | +0.9% | 0.000% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 3,411 | $1.95M | 1.4% | -0.7% | 0.000% | |
10/8/2024 | Eagle Wealth Strategies LLC | 1,006 | $0.58M | 0.4% | +39.7% | 0.000% | |
10/8/2024 | Barlow Wealth Partners Inc. | 1,254 | $0.73M | 0.1% | +14.6% | 0.000% | |
10/8/2024 | Connective Portfolio Management LLC | 1,000 | $0.57M | 0.6% | -84.4% | 0.000% | |
10/8/2024 | Perkins Coie Trust Co | 6,866 | $3.93M | 0.9% | +7.7% | 0.000% | |
10/8/2024 | Howard Financial Services LTD. | 1,024 | $0.59M | 0.1% | +5.2% | 0.000% | |
10/8/2024 | True North Advisors LLC | 2,139 | $1.22M | 0.3% | -5.7% | 0.000% | |
10/8/2024 | Partnership Wealth Management LLC | 238 | $0.14M | 0.1% | -78.2% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,322 | $1.90M | 0.2% | -6.9% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 1,556 | $0.89M | 0.6% | -13.8% | 0.000% | |
10/8/2024 | Gill Capital Partners LLC | 1,080 | $0.62M | 0.2% | +5.1% | 0.000% | |
10/8/2024 | StoneCrest Wealth Management Inc. | 8,620 | $4.93M | 3.6% | +3.4% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 3,381 | $1.94M | 0.5% | +3.9% | 0.000% | |
10/8/2024 | Pathway Financial Advisors LLC | 1,952 | $1.12M | 0.3% | +8.1% | 0.000% | |
10/8/2024 | Rockingstone Advisors LLC | 7,049 | $4.04M | 2.0% | -2.5% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 3,240 | $1.86M | 0.7% | +5.6% | 0.000% | |
10/8/2024 | Marquette Asset Management LLC | 1,157 | $0.66M | 0.1% | -2.1% | 0.000% | |
10/8/2024 | Gratus Wealth Advisors LLC | 1,220 | $0.71M | 0.1% | N/A | 0.000% | |
10/8/2024 | Cape ANN Savings Bank | 2,712 | $1.55M | 0.9% | +3.6% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 47,358 | $27.11M | 0.4% | +15.6% | 0.002% | |
10/8/2024 | City Holding Co. | 31,731 | $18.16M | 2.5% | +1.8% | 0.001% | |
10/8/2024 | Artemis Investment Management LLP | 281,203 | $160.97M | 2.5% | -14.4% | 0.011% | |
10/8/2024 | Mattson Financial Services LLC | 7,420 | $4.25M | 1.5% | -0.7% | 0.000% | |
10/8/2024 | Country Trust Bank | 143,369 | $82.07M | 2.0% | -11.2% | 0.006% | |
10/8/2024 | FCF Advisors LLC | 11,622 | $6.65M | 1.5% | -44.8% | 0.000% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 485 | $0.28M | 0.1% | +18.3% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 61,803 | $35.38M | 2.2% | +1.0% | 0.002% | |
10/8/2024 | Tealwood Asset Management Inc. | 7,971 | $4.56M | 2.0% | -2.0% | 0.000% | |
10/8/2024 | Traveka Wealth LLC | 4,156 | $2.38M | 1.2% | +7.3% | 0.000% | |
10/8/2024 | Lbmc Investment Advisors LLC | 5,667 | $3.24M | 0.3% | -0.6% | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 21,684 | $12.41M | 0.8% | +1.2% | 0.001% | |
10/8/2024 | Clean Yield Group | 114 | $65K | 0.0% | +90.0% | 0.000% | |
10/8/2024 | Bridge Creek Capital Management LLC | 6,614 | $3.79M | 1.1% | -1.9% | 0.000% | |
10/8/2024 | Marion Wealth Management | 8,174 | $4.68M | 1.2% | +2.2% | 0.000% | |
10/8/2024 | White Wing Wealth Management | 374 | $0.21M | 0.2% | -9.9% | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 36,544 | $20.92M | 0.6% | +4.3% | 0.001% | |
10/8/2024 | Axiom Advisory LLC | 38,080 | $21.80M | 0.2% | +1.6% | 0.002% | |
10/8/2024 | Alpha Cubed Investments LLC | 123,716 | $70.82M | 3.2% | +13.7% | 0.005% | |
10/8/2024 | Chesley Taft & Associates LLC | 36,675 | $20.99M | 1.0% | -0.4% | 0.001% | |
10/8/2024 | Cardinal Point Capital Management ULC | 607 | $0.35M | 0.1% | N/A | 0.000% | |
10/8/2024 | Skyline Advisors Inc. | 653 | $0.37M | 0.2% | -16.7% | 0.000% | |
10/8/2024 | Callan Family Office LLC | 1,692 | $0.97M | 0.2% | +75.7% | 0.000% | |
10/8/2024 | Kesler Norman & Wride LLC | 7,157 | $4.10M | 0.8% | +10.7% | 0.000% | |
10/8/2024 | Aprio Wealth Management LLC | 2,820 | $1.61M | 0.3% | +2.4% | 0.000% | |
10/8/2024 | Chapin Davis Inc. | 10,162 | $5.82M | 1.9% | +2.3% | 0.000% | |
10/8/2024 | Bangor Savings Bank | 2,488 | $1.42M | 0.1% | +5.3% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 7,552 | $4.32M | 1.0% | -1.6% | 0.000% | |
10/8/2024 | Versant Capital Management Inc | 2,779 | $1.59M | 0.4% | +10.7% | 0.000% | |
10/8/2024 | Verde Servicos Internacionais S.A. | 29,754 | $17.03M | 7.9% | N/A | 0.001% | |
10/8/2024 | Greenfield Savings Bank | 5,954 | $3.41M | 1.6% | +1.0% | 0.000% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 930 | $0.53M | 0.1% | -17.6% | 0.000% | |
10/8/2024 | Atwood & Palmer Inc. | 1,020 | $0.58M | 0.0% | -7.0% | 0.000% | |
10/8/2024 | Mather Group LLC. | 19,340 | $11.07M | 0.1% | -14.3% | 0.001% | |
10/8/2024 | Kure Advisory LLC | 356 | $0.20M | 0.2% | N/A | 0.000% | |
10/7/2024 | New England Research & Management Inc. | 2,350 | $1.35M | 0.6% | +35.4% | 0.000% | |
10/7/2024 | EWG Elevate Inc. | 361 | $0.21M | 0.1% | N/A | 0.000% | |
10/7/2024 | Sara Bay Financial | 27,963 | $16.01M | 6.6% | -5.7% | 0.001% | |
10/7/2024 | Hurlow Wealth Management Group Inc. | 1,166 | $0.67M | 0.2% | +133.7% | 0.000% | |
10/7/2024 | Cohen Investment Advisors LLC | 10,246 | $5.87M | 3.6% | +2.0% | 0.000% | |
10/7/2024 | Foster Group Inc. | 8,240 | $4.72M | 0.2% | +0.3% | 0.000% | |
10/7/2024 | Myecfo LLC | 743 | $0.43M | 0.2% | -5.8% | 0.000% | |
10/7/2024 | Fragasso Financial Advisors Inc | 13,435 | $7.69M | 0.6% | +14.4% | 0.001% | |
10/7/2024 | Fulton Bank N.A. | 48,541 | $27.79M | 1.1% | -1.5% | 0.002% | |
10/7/2024 | McLean Asset Management Corp | 1,366 | $0.81M | 0.2% | +2.2% | 0.000% | |
10/7/2024 | Prentice Wealth Management LLC | 1,606 | $0.92M | 0.3% | -10.1% | 0.000% | |
10/7/2024 | Sandbox Financial Partners LLC | 5,090 | $2.91M | 1.0% | -7.9% | 0.000% | |
10/7/2024 | Parisi Gray Wealth Management | 8,909 | $5.10M | 1.7% | +0.2% | 0.000% | |
10/7/2024 | Miracle Mile Advisors LLC | 41,159 | $23.56M | 0.5% | +11.5% | 0.002% | |