10/10/2024 | Lion Street Advisors LLC | 1,825 | $0.56M | 0.2% | -11.0% | 0.000% | |
10/10/2024 | Valeo Financial Advisors LLC | 23,478 | $7.15M | 0.2% | -6.0% | 0.003% | |
10/10/2024 | Simplicity Wealth LLC | 6,274 | $1.91M | 0.2% | -76.4% | 0.001% | |
10/10/2024 | Fiduciary Financial Group LLC | 1,771 | $0.54M | 0.1% | +4.8% | 0.000% | |
10/10/2024 | Livforsakringsbolaget Skandia Omsesidigt | 18,020 | $5.49M | 0.3% | +53.7% | 0.003% | |
10/9/2024 | LongView Wealth Management | 2,218 | $0.68M | 0.2% | -4.1% | 0.000% | |
10/9/2024 | Iowa State Bank | 11,938 | $3.64M | 0.7% | -2.2% | 0.002% | |
10/9/2024 | Nvest Financial LLC | 2,450 | $0.75M | 0.4% | +108.3% | 0.000% | |
10/9/2024 | Charles Schwab Trust Co | 1,767 | $0.54M | 0.0% | -13.3% | 0.000% | |
10/9/2024 | DLK Investment Management LLC | 15,259 | $4.65M | 1.8% | +2.3% | 0.002% | |
10/9/2024 | Castle Rock Wealth Management LLC | 3,016 | $0.92M | 0.2% | -6.5% | 0.000% | |
10/9/2024 | LVW Advisors LLC | 7,882 | $2.40M | 0.3% | -3.1% | 0.001% | |
10/9/2024 | Strong Tower Advisory Services | 6,819 | $2.08M | 0.6% | +30.7% | 0.001% | |
10/9/2024 | Successful Portfolios LLC | 4,534 | $1.38M | 0.9% | -1.5% | 0.001% | |
10/9/2024 | Jessup Wealth Management Inc | 1,204 | $0.37M | 0.2% | -3.9% | 0.000% | |
10/9/2024 | Virginia Wealth Management Group Inc. | 13,713 | $4.18M | 2.6% | +29.9% | 0.002% | |
10/9/2024 | Independence Bank of Kentucky | 7,321 | $2.23M | 0.5% | +89.9% | 0.001% | |
10/9/2024 | Clarius Group LLC | 6,004 | $1.82M | 0.1% | -10.0% | 0.001% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 19,607 | $5.97M | 0.4% | -14.7% | 0.003% | |
10/9/2024 | Stolper Co | 6,912 | $2.11M | 0.7% | -1.2% | 0.001% | |
10/9/2024 | San Luis Wealth Advisors LLC | 1,044 | $0.32M | 0.1% | -59.3% | 0.000% | |
10/9/2024 | Beaumont Financial Advisors LLC | 78,019 | $23.76M | 1.9% | -2.0% | 0.011% | |
10/9/2024 | Albion Financial Group UT | 29,984 | $9.13M | 0.6% | +4.1% | 0.004% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 3,123 | $0.94M | 0.2% | N/A | 0.000% | |
10/9/2024 | Agate Pass Investment Management LLC | 1,024 | $0.31M | 0.2% | -7.2% | 0.000% | |
10/9/2024 | Pinnacle Bancorp Inc. | 5,918 | $1.80M | 0.5% | -0.9% | 0.001% | |
10/9/2024 | Capital Insight Partners LLC | 1,723 | $0.53M | 0.1% | -4.2% | 0.000% | |
10/9/2024 | GEM Asset Management LLC | 1,558 | $0.47M | 0.3% | +20.4% | 0.000% | |
10/9/2024 | Quotient Wealth Partners LLC | 2,058 | $0.63M | 0.0% | +6.8% | 0.000% | |
10/9/2024 | Modus Advisors LLC | 9,360 | $2.85M | 0.9% | +0.8% | 0.001% | |
10/9/2024 | SS&H Financial Advisors Inc. | 2,853 | $0.87M | 0.3% | +11.8% | 0.000% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 1,422 | $0.43M | 0.0% | +2.4% | 0.000% | |
10/9/2024 | Matrix Trust Co | 5,978 | $1.82M | 0.3% | N/A | 0.001% | |
10/9/2024 | UMB Bank n.a. | 137,083 | $41.74M | 0.6% | -1.3% | 0.019% | |
10/9/2024 | Cadinha & Co. LLC | 51,492 | $15.68M | 2.7% | +1,071.1% | 0.007% | |
10/9/2024 | Guardian Asset Advisors LLC | 4,978 | $1.52M | 1.0% | +22.4% | 0.001% | |
10/9/2024 | Advocate Group LLC | 29,428 | $8.96M | 1.6% | +4.3% | 0.004% | |
10/9/2024 | Kelly Financial Services LLC | 1,245 | $0.38M | 0.1% | -3.5% | 0.000% | |
10/9/2024 | Somerset Trust Co | 17,185 | $5.23M | 2.0% | -0.5% | 0.002% | |
10/9/2024 | Bruce G. Allen Investments LLC | 1,139 | $0.35M | 0.3% | +5.0% | 0.000% | |
10/9/2024 | High Note Wealth LLC | 1,026 | $0.31M | 0.1% | -92.5% | 0.000% | |
10/9/2024 | Patten Group Inc. | 923 | $0.28M | 0.1% | -68.6% | 0.000% | |
10/9/2024 | Enterprise Bank & Trust Co | 7,276 | $2.22M | 0.7% | +73.4% | 0.001% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 28,239 | $8.60M | 0.3% | -4.0% | 0.004% | |
10/9/2024 | Wedmont Private Capital | 5,615 | $1.69M | 0.1% | +8.5% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 6,180 | $1.88M | 0.2% | -4.1% | 0.001% | |
10/9/2024 | Abner Herrman & Brock LLC | 55,964 | $17.04M | 2.1% | -0.7% | 0.008% | |
10/8/2024 | CWM LLC | 79,253 | $24.13M | 0.1% | +6.7% | 0.011% | |
10/8/2024 | Daymark Wealth Partners LLC | 136,943 | $41.70M | 1.4% | -0.7% | 0.019% | |
10/8/2024 | Saxon Interests Inc. | 3,264 | $0.99M | 0.5% | -2.6% | 0.000% | |
10/8/2024 | Safir Wealth Advisors LLC | 715 | $0.22M | 0.2% | N/A | 0.000% | |
10/8/2024 | Eagle Wealth Strategies LLC | 1,420 | $0.43M | 0.3% | +4.0% | 0.000% | |
10/8/2024 | Royal Fund Management LLC | 15,529 | $4.84M | 0.3% | +8.3% | 0.002% | |
10/8/2024 | First PREMIER Bank | 16,574 | $5.05M | 1.3% | +1.1% | 0.002% | |
10/8/2024 | True North Advisors LLC | 1,178 | $0.36M | 0.1% | +14.7% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,216 | $0.68M | 0.1% | -4.0% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 977 | $0.30M | 0.1% | N/A | 0.000% | |
10/8/2024 | Gratus Wealth Advisors LLC | 1,734 | $0.52M | 0.1% | -8.9% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 26,227 | $7.99M | 1.0% | +2.4% | 0.004% | |
10/8/2024 | Cape ANN Savings Bank | 6,278 | $1.91M | 1.1% | -2.4% | 0.001% | |
10/8/2024 | Brookstone Capital Management | 60,529 | $18.43M | 0.3% | +15.7% | 0.008% | |
10/8/2024 | Olistico Wealth LLC | 4,507 | $1.37M | 0.8% | +9.7% | 0.001% | |
10/8/2024 | City Holding Co. | 27,838 | $8.48M | 1.2% | -3.3% | 0.004% | |
10/8/2024 | Mattson Financial Services LLC | 10,681 | $3.25M | 1.1% | -0.7% | 0.001% | |
10/8/2024 | Country Trust Bank | 476 | $0.15M | 0.0% | +64.1% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 4,499 | $1.37M | 0.1% | +21.7% | 0.001% | |
10/8/2024 | Tealwood Asset Management Inc. | 7,972 | $2.43M | 1.1% | -1.3% | 0.001% | |
10/8/2024 | Lbmc Investment Advisors LLC | 1,789 | $0.55M | 0.0% | +23.1% | 0.000% | |
10/8/2024 | Dakota Community Bank & Trust NA | 1,276 | $0.39M | 2.0% | +7.7% | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 11,889 | $3.62M | 0.2% | -48.8% | 0.002% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 18,810 | $5.73M | 0.2% | -1.6% | 0.003% | |
10/8/2024 | Financial Synergies Wealth Advisors Inc. | 2,884 | $0.88M | 0.1% | -3.8% | 0.000% | |
10/8/2024 | Tlwm | 2,821 | $0.86M | 0.2% | -2.0% | 0.000% | |
10/8/2024 | Alpha Cubed Investments LLC | 86,661 | $26.39M | 1.2% | -1.8% | 0.012% | |
10/8/2024 | Chesley Taft & Associates LLC | 28,986 | $8.83M | 0.4% | -7.7% | 0.004% | |
10/8/2024 | Callan Family Office LLC | 712 | $0.22M | 0.0% | N/A | 0.000% | |
10/8/2024 | Kesler Norman & Wride LLC | 4,043 | $1.23M | 0.2% | -35.6% | 0.001% | |
10/8/2024 | Exeter Financial LLC | 17,656 | $5.38M | 2.4% | -1.5% | 0.002% | |
10/8/2024 | Aprio Wealth Management LLC | 1,759 | $0.54M | 0.1% | -12.0% | 0.000% | |
10/8/2024 | Bangor Savings Bank | 9,622 | $2.93M | 0.3% | +1.0% | 0.001% | |
10/8/2024 | Versant Capital Management Inc | 732 | $0.22M | 0.1% | +26.0% | 0.000% | |
10/8/2024 | Bath Savings Trust Co | 32,239 | $9.82M | 1.0% | +0.6% | 0.004% | |
10/8/2024 | Mather Group LLC. | 56,426 | $17.18M | 0.2% | -4.0% | 0.008% | |
10/7/2024 | Bank of New Hampshire | 7,342 | $2.24M | 0.6% | -0.6% | 0.001% | |
10/7/2024 | Hurlow Wealth Management Group Inc. | 2,738 | $0.83M | 0.3% | -1.8% | 0.000% | |
10/7/2024 | Stokes Capital Advisors LLC | 33,238 | $10.12M | 2.6% | +1.8% | 0.005% | |
10/7/2024 | Sterling Group Wealth Management LLC | 1,362 | $0.42M | 0.2% | -3.7% | 0.000% | |
10/7/2024 | Cohen Investment Advisors LLC | 10,049 | $3.06M | 1.9% | +0.4% | 0.001% | |
10/7/2024 | Foster Group Inc. | 9,318 | $2.84M | 0.1% | +1.1% | 0.001% | |
10/7/2024 | Oak Asset Management LLC | 18,615 | $5.67M | 2.0% | -0.9% | 0.003% | |
10/7/2024 | Fulton Bank N.A. | 10,119 | $3.08M | 0.1% | +0.4% | 0.001% | |
10/7/2024 | Founders Capital Management | 11,332 | $3.45M | 2.1% | +1.4% | 0.002% | |
10/7/2024 | Prentice Wealth Management LLC | 2,275 | $0.69M | 0.2% | +11.0% | 0.000% | |
10/7/2024 | KWB Wealth | 2,920 | $0.89M | 0.1% | -31.9% | 0.000% | |
10/7/2024 | Sandbox Financial Partners LLC | 1,931 | $0.59M | 0.2% | -6.7% | 0.000% | |
10/7/2024 | MKT Advisors LLC | 3,919 | $1.19M | 0.6% | -1.1% | 0.001% | |
10/7/2024 | Miracle Mile Advisors LLC | 51,174 | $15.58M | 0.4% | -0.4% | 0.007% | |
10/7/2024 | Smith Anglin Financial LLC | 2,743 | $0.84M | 0.1% | +2.0% | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 2,630 | $0.80M | 0.4% | +13.0% | 0.000% | |
10/7/2024 | Diversified Trust Co | 8,078 | $2.46M | 0.1% | +2.0% | 0.001% | |