1/21/2025 | KFG Wealth Management LLC | 900 | $566K | 0.1% | +5.3% | 0.000% | |
1/21/2025 | First Citizens Bank & Trust Co. | 3,000 | $1.89M | 0.0% | -2.4% | 0.001% | |
1/21/2025 | Archford Capital Strategies LLC | 4,079 | $2.56M | 0.4% | +0.6% | 0.001% | |
1/21/2025 | Precedent Wealth Partners LLC | 963 | $605K | 0.2% | +10.4% | 0.000% | |
1/21/2025 | AlphaMark Advisors LLC | 66 | $41K | 0.0% | +6,500.0% | 0.000% | |
1/21/2025 | Tran Capital Management L.P. | 45,643 | $28.69M | 3.3% | -5.4% | 0.016% | |
1/21/2025 | Moody Lynn & Lieberson LLC | 1,654 | $1.04M | 0.1% | -70.4% | 0.001% | |
1/21/2025 | Anderson Hoagland & Co. | 12,985 | $7.85M | 0.8% | -0.4% | 0.005% | |
1/21/2025 | Flagship Harbor Advisors LLC | 2,007 | $1.26M | 0.1% | +3.8% | 0.001% | |
1/21/2025 | Compass Wealth Management LLC | 5,035 | $3.16M | 0.8% | -3.7% | 0.002% | |
|
1/21/2025 | Grimes & Company Inc. | 366 | $230K | 0.0% | +7.0% | 0.000% | |
1/21/2025 | Linden Thomas Advisory Services LLC | 7,362 | $4.63M | 0.6% | +6.1% | 0.003% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 6,862 | $4.31M | 0.3% | +3.7% | 0.002% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 9,219 | $5.79M | 0.3% | -2.5% | 0.003% | |
1/21/2025 | Fifth Third Bancorp | 47,575 | $29.90M | 0.1% | -2.6% | 0.017% | |
1/21/2025 | DGS Capital Management LLC | 1,038 | $652K | 0.2% | -7.7% | 0.000% | |
1/21/2025 | Cottonwood Capital Advisors LLC | 486 | $305K | 0.2% | +31.0% | 0.000% | |
1/21/2025 | Petredis Investment Advisors LLC | 4,272 | $2.69M | 0.3% | -1.6% | 0.002% | |
1/21/2025 | Gradient Investments LLC | 29,181 | $18.34M | 0.4% | +11.3% | 0.010% | |
1/21/2025 | Curated Wealth Partners LLC | 1,134 | $713K | 0.1% | -9.4% | 0.000% | |
1/21/2025 | Benin Management CORP | 453 | $285K | 0.1% | +8.6% | 0.000% | |
1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 281 | $177K | 0.0% | -11.4% | 0.000% | |
1/21/2025 | Exchange Traded Concepts LLC | 3,744 | $2.35M | 0.0% | -79.4% | 0.001% | |
1/21/2025 | Berbice Capital Management LLC | 638 | $401K | 0.3% | N/A | 0.000% | |
1/21/2025 | Lindsell Train Ltd | 769,617 | $483.70M | 12.1% | -16.0% | 0.275% | |
1/21/2025 | RFG Advisory LLC | 2,824 | $1.78M | 0.1% | -10.3% | 0.001% | |
1/21/2025 | MFA Wealth Services | 585 | $368K | 0.3% | N/A | 0.000% | |
1/21/2025 | Brighton Jones LLC | 3,552 | $2.23M | 0.1% | +61.3% | 0.001% | |
1/21/2025 | Conway Capital Management Inc. | 3,610 | $2.27M | 1.0% | -1.6% | 0.001% | |
1/17/2025 | Cerro Pacific Wealth Advisors LLC | 1,108 | $688K | 0.2% | -7.2% | 0.000% | |
1/17/2025 | New Century Financial Group LLC | 986 | $621K | 0.3% | -18.3% | 0.000% | |
1/17/2025 | Apeiron RIA LLC | 854 | $537K | 0.2% | +4.4% | 0.000% | |
1/17/2025 | Veracity Capital LLC | 772 | $485K | 0.2% | +8.7% | 0.000% | |
1/17/2025 | Verde Capital Management | 1,169 | $734K | 0.2% | +78.7% | 0.000% | |
1/17/2025 | Capital Planning Advisors LLC | 2,413 | $1.52M | 0.2% | +11.2% | 0.001% | |
1/17/2025 | Whalen Wealth Management Inc. | 988 | $621K | 0.4% | N/A | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 564 | $355K | 0.0% | +227.9% | 0.000% | |
1/17/2025 | Beacon Investment Advisory Services Inc. | 43,313 | $27.22M | 1.2% | +3.8% | 0.015% | |
1/17/2025 | Raleigh Capital Management Inc. | 393 | $247K | 0.1% | +7.7% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 2,813 | $1.71M | 0.0% | +4.6% | 0.001% | |
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1/17/2025 | True North Advisors LLC | 409 | $257K | 0.1% | +4.3% | 0.000% | |
1/17/2025 | Wendell David Associates Inc. | 39,853 | $25.05M | 2.5% | -0.4% | 0.014% | |
1/17/2025 | Traynor Capital Management Inc. | 924 | $581K | 0.0% | -3.4% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 39,268 | $24.68M | 0.1% | +25.0% | 0.014% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 125,370 | $78.79M | 1.1% | +3.3% | 0.045% | |
1/17/2025 | Eagle Capital Management LLC | 12,489 | $7.85M | 3.2% | +0.2% | 0.004% | |
1/17/2025 | Park Place Capital Corp | 310 | $195K | 0.1% | +15.7% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 4,027 | $2.53M | 0.1% | -0.7% | 0.001% | |
1/17/2025 | Bourne Lent Asset Management Inc. | 566 | $356K | 0.1% | -29.7% | 0.000% | |
1/17/2025 | Braun Bostich & Associates Inc. | 373 | $234K | 0.2% | -6.3% | 0.000% | |
1/17/2025 | Eads & Heald Wealth Management | 2,761 | $1.74M | 0.9% | +0.7% | 0.001% | |
1/17/2025 | Barlow Wealth Partners Inc. | 17,305 | $10.75M | 1.4% | +3.1% | 0.006% | |
1/17/2025 | XML Financial LLC | 395 | $248K | 0.0% | +20.1% | 0.000% | |
1/17/2025 | Nisa Investment Advisors LLC | 160,405 | $100.82M | 0.4% | +33.9% | 0.057% | |
1/17/2025 | Simon Quick Advisors LLC | 1,865 | $1.17M | 0.1% | +12.1% | 0.001% | |
1/17/2025 | Red Spruce Capital LLC | 1,784 | $1.12M | 0.5% | -7.6% | 0.001% | |
1/17/2025 | Sheets Smith Wealth Management | 15,947 | $10.02M | 1.2% | -0.2% | 0.006% | |
1/17/2025 | Bourgeon Capital Management LLC | 1,146 | $720K | 0.1% | N/A | 0.000% | |
1/17/2025 | Perfromance Wealth Partners LLC | 666 | $419K | 0.0% | -7.8% | 0.000% | |
1/17/2025 | Mitsubishi UFJ Asset Management UK Ltd. | 2,100 | $1.32M | 0.6% | +200.0% | 0.001% | |
1/17/2025 | Roberts Wealth Advisors LLC | 5,692 | $3.54M | 1.1% | -0.4% | 0.002% | |
1/17/2025 | Mogy Joel R Investment Counsel Inc. | 71,986 | $45.24M | 2.7% | +0.6% | 0.026% | |
1/17/2025 | Atomi Financial Group Inc. | 2,532 | $1.59M | 0.1% | +11.3% | 0.001% | |
1/17/2025 | Transform Wealth LLC | 885 | $556K | 0.0% | +13.8% | 0.000% | |
1/17/2025 | Chesley Taft & Associates LLC | 2,445 | $1.54M | 0.1% | -26.4% | 0.001% | |
1/17/2025 | Alpha Cubed Investments LLC | 329 | $207K | 0.0% | N/A | 0.000% | |
1/17/2025 | Segment Wealth Management LLC | 30,944 | $19.45M | 1.3% | +0.5% | 0.011% | |
1/17/2025 | Perpetual Ltd | 1,669 | $1.05M | 0.0% | -10.2% | 0.001% | |
1/16/2025 | Lmcg Investments LLC | 407 | $256K | 0.0% | -95.3% | 0.000% | |
1/16/2025 | Legal Advantage Investments Inc. | 7,466 | $4.69M | 2.5% | -1.2% | 0.003% | |
1/16/2025 | Aspiriant LLC | 619 | $389K | 0.0% | N/A | 0.000% | |
1/16/2025 | Crossmark Global Holdings Inc. | 21,406 | $13.45M | 0.2% | -25.3% | 0.008% | |
1/16/2025 | Sugar Maple Asset Management LLC | 46 | $29K | 0.0% | N/A | 0.000% | |
1/16/2025 | Ballentine Partners LLC | 3,682 | $2.31M | 0.0% | -3.2% | 0.001% | |
1/16/2025 | Pure Financial Advisors LLC | 325 | $204K | 0.0% | N/A | 0.000% | |
1/16/2025 | Addenda Capital Inc. | 23,247 | $14.61M | 0.7% | +41.2% | 0.008% | |
1/16/2025 | Koshinski Asset Management Inc. | 1,090 | $685K | 0.0% | +11.9% | 0.000% | |
1/16/2025 | Ulland Investment Advisors LLC | 767 | $482K | 0.3% | -13.5% | 0.000% | |
1/16/2025 | Central Bank & Trust Co. | 13,488 | $8.48M | 1.3% | -10.7% | 0.005% | |
1/16/2025 | Harbor Investment Advisory LLC | 1,257 | $790K | 0.1% | -5.8% | 0.000% | |
1/16/2025 | Overbrook Management Corp | 25,171 | $15.82M | 3.4% | +2.3% | 0.009% | |
1/16/2025 | Zhang Financial LLC | 325 | $204K | 0.0% | N/A | 0.000% | |
1/16/2025 | Guinness Atkinson Asset Management Inc | 10,859 | $6.83M | 3.5% | -6.5% | 0.004% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 1,965 | $1.24M | 0.0% | -74.8% | 0.001% | |
1/16/2025 | Guinness Asset Management LTD | 67,354 | $42.33M | 0.8% | +9.9% | 0.024% | |
1/16/2025 | Corundum Group Inc. | 430 | $270K | 0.1% | -10.2% | 0.000% | |
1/16/2025 | Stokes Capital Advisors LLC | 6,751 | $4.24M | 1.1% | +9.4% | 0.002% | |
1/16/2025 | UMB Bank n.a. | 43,677 | $27.45M | 0.4% | -32.3% | 0.016% | |
1/16/2025 | Wealth Management Partners LLC | 565 | $355K | 0.2% | -11.4% | 0.000% | |
1/16/2025 | Thrive Wealth Management LLC | 1,925 | $1.21M | 0.2% | -3.4% | 0.001% | |
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1/16/2025 | Trueblood Wealth Management LLC | 1,730 | $1.09M | 0.5% | +1.3% | 0.001% | |
1/16/2025 | Mechanics Bank Trust Department | 904 | $568K | 0.1% | +43.0% | 0.000% | |
1/16/2025 | Diversify Advisory Services LLC | 2,937 | $1.83M | 0.1% | -19.7% | 0.001% | |
1/16/2025 | Diversify Wealth Management LLC | 5,929 | $3.70M | 0.3% | +102.5% | 0.002% | |
1/16/2025 | LVW Advisors LLC | 443 | $278K | 0.0% | -8.8% | 0.000% | |
1/16/2025 | City Holding Co. | 5,573 | $3.50M | 0.5% | -20.3% | 0.002% | |
1/16/2025 | Ellsworth Advisors LLC | 9,078 | $5.71M | 1.5% | -1.5% | 0.003% | |
1/16/2025 | Cascade Investment Group Inc. | 2,395 | $1.51M | 1.1% | -0.8% | 0.001% | |
1/16/2025 | Grove Bank & Trust | 976 | $613K | 0.1% | +4.6% | 0.000% | |
1/16/2025 | Brady Martz Wealth Solutions LLC | 548 | $342K | 0.1% | N/A | 0.000% | |