1/21/2025 | High Net Worth Advisory Group LLC | 12,845 | $5.42M | 1.5% | -4.6% | 0.000% | |
1/21/2025 | OLIO Financial Planning | 1,211 | $510K | 0.2% | +5.0% | 0.000% | |
1/21/2025 | Stablepoint Partners LLC | 22,729 | $9.58M | 1.8% | -1.7% | 0.000% | |
1/21/2025 | Requisite Capital Management LLC | 8,687 | $3.66M | 0.7% | N/A | 0.000% | |
1/21/2025 | Regatta Capital Group LLC | 22,112 | $9.32M | 1.8% | -1.5% | 0.000% | |
1/21/2025 | 1834 Investment Advisors Co. | 56,403 | $23.77M | 3.0% | -4.0% | 0.001% | |
1/21/2025 | Novare Capital Management LLC | 119,604 | $50.41M | 4.2% | -0.6% | 0.002% | |
1/21/2025 | Navis Wealth Advisors LLC | 1,580 | $666K | 0.7% | -12.3% | 0.000% | |
1/21/2025 | MKT Advisors LLC | 9,280 | $3.98M | 1.7% | +11.0% | 0.000% | |
1/21/2025 | M3 Advisory Group LLC | 6,059 | $2.55M | 1.8% | -1.0% | 0.000% | |
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1/21/2025 | Harrell Investment Partners LLC | 34,781 | $14.66M | 4.1% | -5.4% | 0.000% | |
1/21/2025 | Guerra Pan Advisors LLC | 8,689 | $3.66M | 2.7% | +7.1% | 0.000% | |
1/21/2025 | Cypress Point Wealth Management LLC | 1,543 | $650K | 0.2% | -51.9% | 0.000% | |
1/21/2025 | Clarendon Private LLC | 12,045 | $5.08M | 5.3% | N/A | 0.000% | |
1/21/2025 | Embree Financial Group | 50,482 | $21.28M | 3.6% | +0.9% | 0.001% | |
1/21/2025 | Cora Capital Advisors LLC | 8,135 | $3.43M | 1.7% | -3.1% | 0.000% | |
1/21/2025 | Avaii Wealth Management LLC | 2,487 | $1.05M | 0.5% | -1.1% | 0.000% | |
1/21/2025 | Affinity Wealth Management LLC | 33,288 | $14.03M | 2.5% | +0.1% | 0.000% | |
1/21/2025 | Vista Investment Partners LLC | 14,109 | $5.95M | 1.9% | -0.8% | 0.000% | |
1/21/2025 | Crescent Grove Advisors LLC | 14,225 | $6.00M | 0.6% | -5.0% | 0.000% | |
1/21/2025 | Marshall Financial Group LLC | 11,622 | $4.90M | 1.2% | +3.2% | 0.000% | |
1/21/2025 | RTD Financial Advisors Inc. | 1,740 | $734K | 0.1% | +21.8% | 0.000% | |
1/21/2025 | Park Edge Advisors LLC | 7,742 | $3.26M | 0.9% | +4.3% | 0.000% | |
1/21/2025 | KFG Wealth Management LLC | 5,543 | $2.34M | 0.4% | +0.9% | 0.000% | |
1/21/2025 | Regency Capital Management Inc. DE | 15,604 | $6.58M | 3.6% | +1.8% | 0.000% | |
1/21/2025 | Applied Capital LLC FL | 12,551 | $5.29M | 4.1% | -0.6% | 0.000% | |
1/21/2025 | Jamison Private Wealth Management Inc. | 64,856 | $27.34M | 4.0% | +0.4% | 0.001% | |
1/21/2025 | Blue Square Asset Management LLC | 8,639 | $3.64M | 1.8% | +2.1% | 0.000% | |
1/21/2025 | Asio Capital LLC | 31,040 | $13.08M | 2.5% | -1.6% | 0.000% | |
1/21/2025 | Andina Capital Management LLC | 847 | $357K | 0.3% | +3.2% | 0.000% | |
1/21/2025 | First Citizens Bank & Trust Co. | 242,857 | $102.36M | 1.6% | +11.9% | 0.003% | |
1/21/2025 | Archford Capital Strategies LLC | 48,481 | $20.44M | 3.1% | +3.1% | 0.001% | |
1/21/2025 | Investment Research & Advisory Group Inc. | 24,285 | $10.24M | 3.1% | -2.7% | 0.000% | |
1/21/2025 | Duncan Williams Asset Management LLC | 17,385 | $7.33M | 2.9% | +3.6% | 0.000% | |
1/21/2025 | TTP Investments Inc. | 23,296 | $9.82M | 3.4% | +10.7% | 0.000% | |
1/21/2025 | Precedent Wealth Partners LLC | 8,390 | $3.54M | 1.2% | +0.5% | 0.000% | |
1/21/2025 | Smith Chas P & Associates PA Cpas | 205,987 | $86.82M | 5.0% | +0.6% | 0.003% | |
1/21/2025 | Affiance Financial LLC | 12,144 | $5.12M | 1.2% | -0.8% | 0.000% | |
1/21/2025 | AlphaMark Advisors LLC | 1,173 | $494K | 0.2% | +19.0% | 0.000% | |
1/21/2025 | Tran Capital Management L.P. | 145,213 | $61.21M | 6.9% | -4.1% | 0.002% | |
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1/21/2025 | Moody Lynn & Lieberson LLC | 191,971 | $80.92M | 5.0% | -1.2% | 0.003% | |
1/21/2025 | Anderson Hoagland & Co. | 111,317 | $47.76M | 4.9% | -4.6% | 0.001% | |
1/21/2025 | Alan B Lancz & Associates Inc. | 10,693 | $4.51M | 4.6% | -14.2% | 0.000% | |
1/21/2025 | Patton Albertson Miller Group LLC | 28,441 | $11.99M | 1.6% | +3.0% | 0.000% | |
1/21/2025 | Jacksonville Wealth Management LLC | 5,060 | $2.13M | 2.0% | N/A | 0.000% | |
1/21/2025 | Arkfeld Wealth Strategies L.L.C. | 19,911 | $8.31M | 3.8% | +0.5% | 0.000% | |
1/21/2025 | Merkkuri Wealth Advisors LLC | 2,187 | $922K | 0.7% | -2.1% | 0.000% | |
1/21/2025 | Flagship Harbor Advisors LLC | 68,384 | $28.82M | 1.5% | +1.9% | 0.001% | |
1/21/2025 | Juncture Wealth Strategies LLC | 2,541 | $1.07M | 0.4% | -6.0% | 0.000% | |
1/21/2025 | Insight Inv LLC | 10,525 | $4.44M | 3.1% | +10.1% | 0.000% | |
1/21/2025 | Stewardship Advisors LLC | 2,435 | $1.03M | 0.3% | +21.7% | 0.000% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 14,756 | $6.22M | 1.7% | -72.2% | 0.000% | |
1/21/2025 | Advocate Group LLC | 25,266 | $10.65M | 2.0% | -4.2% | 0.000% | |
1/21/2025 | Vantage Wealth | 49,335 | $20.80M | 4.5% | -0.5% | 0.001% | |
1/21/2025 | First Bancorp Inc ME | 10,399 | $4.38M | 3.0% | -2.7% | 0.000% | |
1/21/2025 | Compass Wealth Management LLC | 13,208 | $5.57M | 1.3% | -1.3% | 0.000% | |
1/21/2025 | Nikulski Financial Inc. | 20,469 | $8.63M | 2.5% | -0.4% | 0.000% | |
1/21/2025 | Grange Capital LLC | 7,694 | $3.24M | 3.4% | N/A | 0.000% | |
1/21/2025 | Toth Financial Advisory Corp | 64,088 | $27.01M | 3.2% | -0.9% | 0.001% | |
1/21/2025 | Cedar Mountain Advisors LLC | 4,639 | $1.96M | 0.4% | -3.3% | 0.000% | |
1/21/2025 | Monte Financial Group LLC | 8,234 | $3.47M | 1.5% | -2.5% | 0.000% | |
1/21/2025 | AEGON ASSET MANAGEMENT UK Plc | 1,438,258 | $605.93M | 8.0% | -16.2% | 0.019% | |
1/21/2025 | CFS Investment Advisory Services LLC | 14,044 | $5.92M | 0.5% | +0.6% | 0.000% | |
1/21/2025 | Tributary Capital Management LLC | 8,764 | $3.69M | 0.3% | -4.5% | 0.000% | |
1/21/2025 | GSB Wealth Management LLC | 17,565 | $7.40M | 1.9% | +0.5% | 0.000% | |
1/21/2025 | Grimes & Company Inc. | 168,563 | $71.05M | 2.0% | +0.2% | 0.002% | |
1/21/2025 | SJS Investment Consulting Inc. | 7,499 | $3.16M | 0.5% | -4.7% | 0.000% | |
1/21/2025 | Fenimore Asset Management Inc | 1,425 | $600K | 0.0% | -1.9% | 0.000% | |
1/21/2025 | Lantz Financial LLC | 26,211 | $11.05M | 2.9% | -0.2% | 0.000% | |
1/21/2025 | Linden Thomas Advisory Services LLC | 24,528 | $10.34M | 1.3% | +19.1% | 0.000% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 147,453 | $62.15M | 4.2% | +1.6% | 0.002% | |
1/21/2025 | Geneos Wealth Management Inc. | 85,078 | $35.86M | 1.3% | +2.4% | 0.001% | |
1/21/2025 | Legacy Wealth Management Inc | 1,804 | $760K | 0.0% | +6.4% | 0.000% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 151,959 | $64.05M | 2.8% | -5.1% | 0.002% | |
1/21/2025 | Aspiring Ventures LLC | 4,000 | $1.72M | 1.2% | N/A | 0.000% | |
1/21/2025 | Accel Wealth Management | 9,594 | $4.04M | 1.5% | -0.8% | 0.000% | |
1/21/2025 | Fifth Third Bancorp | 2,881,830 | $1.21B | 4.4% | +0.8% | 0.039% | |
1/21/2025 | apricus wealth LLC | 4,303 | $1.81M | 1.2% | +2.2% | 0.000% | |
1/21/2025 | DGS Capital Management LLC | 24,595 | $10.37M | 2.6% | +2.9% | 0.000% | |
1/21/2025 | Chemung Canal Trust Co. | 56,332 | $23.74M | 5.0% | -3.6% | 0.001% | |
1/21/2025 | Bennett Selby Investments LP | 18,861 | $7.95M | 3.2% | +0.6% | 0.000% | |
1/21/2025 | Firethorn Wealth Partners LLC | 9,735 | $4.10M | 2.0% | +1.6% | 0.000% | |
1/21/2025 | AM Investment Strategies LLC | 14,410 | $6.07M | 1.5% | -6.5% | 0.000% | |
1/21/2025 | Pflug Koory LLC | 16,133 | $6.80M | 3.4% | +0.3% | 0.000% | |
1/21/2025 | Vishria Bird Financial Group LLC | 36,089 | $15.21M | 5.3% | -0.8% | 0.000% | |
1/21/2025 | PCG Wealth Advisors LLC | 6,850 | $2.89M | 1.1% | +2.8% | 0.000% | |
1/21/2025 | Carr Financial Group Corp | 11,914 | $5.02M | 1.6% | -5.1% | 0.000% | |
1/21/2025 | Cornerstone Wealth Advisors Inc. | 851 | $359K | 0.1% | +13.3% | 0.000% | |
1/21/2025 | Petredis Investment Advisors LLC | 123,853 | $52.20M | 5.4% | -2.6% | 0.002% | |
1/21/2025 | Atlas Private Wealth Advisors | 17,983 | $7.58M | 1.1% | +1.3% | 0.000% | |
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1/21/2025 | Eclectic Associates Inc. ADV | 4,081 | $1.72M | 0.5% | +10.4% | 0.000% | |
1/21/2025 | Goelzer Investment Management Inc. | 87,911 | $37.05M | 2.2% | -0.5% | 0.001% | |
1/21/2025 | Gradient Investments LLC | 239,558 | $100.97M | 2.0% | +22.7% | 0.003% | |
1/21/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 10,000 | $4.22M | 0.3% | +100.0% | 0.000% | |
1/21/2025 | Curated Wealth Partners LLC | 15,651 | $6.60M | 0.8% | -0.4% | 0.000% | |
1/21/2025 | Benin Management CORP | 62,613 | $26.39M | 7.3% | +0.9% | 0.001% | |
1/21/2025 | Wolff Financial Management LLC | 6,375 | $2.69M | 0.7% | -4.9% | 0.000% | |
1/21/2025 | Wheelhouse Advisory Group LLC | 2,422 | $1.02M | 0.6% | +4.8% | 0.000% | |
1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 5,158 | $2.17M | 0.0% | -65.6% | 0.000% | |
1/21/2025 | Midwest Financial Group LLC | 9,442 | $3.98M | 2.3% | +0.7% | 0.000% | |