10/9/2024 | LifePro Asset Management | 5,710 | $693K | 0.4% | -8.6% | 0.000% | |
10/9/2024 | Pinnacle Bancorp Inc. | 5,155 | $626K | 0.2% | +44.4% | 0.000% | |
10/9/2024 | Keeler & Nadler Financial Planning & Wealth Management | 5,636 | $684K | 0.3% | -3.7% | 0.000% | |
10/9/2024 | Boston Common Asset Management LLC | 219,394 | $26.64M | 0.7% | +5.2% | 0.001% | |
10/9/2024 | PPS&V Asset Management Consultants Inc. | 10,100 | $1.23M | 0.8% | +2.6% | 0.000% | |
10/9/2024 | Selective Wealth Management Inc. | 8,289 | $1.10M | 0.5% | -13.7% | 0.000% | |
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10/9/2024 | Capital Insight Partners LLC | 53,178 | $6.46M | 1.1% | +4.9% | 0.000% | |
10/9/2024 | Tobam | 54,108 | $6.57M | 1.2% | +30.4% | 0.000% | |
10/9/2024 | Strategic Advisors LLC | 204,589 | $24.85M | 4.6% | +11.5% | 0.001% | |
10/9/2024 | Sendero Wealth Management LLC | 136,325 | $16.56M | 2.6% | +2.6% | 0.001% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 53,734 | $6.53M | 1.2% | -13.0% | 0.000% | |
10/9/2024 | GEM Asset Management LLC | 9,072 | $1.16M | 0.7% | +76.4% | 0.000% | |
10/9/2024 | Quotient Wealth Partners LLC | 77,964 | $9.47M | 0.3% | -7.4% | 0.000% | |
10/9/2024 | Northwest Bank & Trust Co | 68,133 | $8.27M | 6.3% | -0.7% | 0.000% | |
10/9/2024 | Modus Advisors LLC | 56,322 | $6.84M | 2.2% | +2.5% | 0.000% | |
10/9/2024 | SS&H Financial Advisors Inc. | 146,295 | $17.77M | 6.5% | -0.6% | 0.001% | |
10/9/2024 | Financial Advisory Partners LLC | 5,988 | $727K | 0.2% | +86.7% | 0.000% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 25,474 | $3.09M | 0.3% | +3.3% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 1,442,633 | $175.19M | 2.7% | -2.5% | 0.006% | |
10/9/2024 | Planned Solutions Inc. | 11,865 | $1.44M | 0.6% | +2.1% | 0.000% | |
10/9/2024 | SOA Wealth Advisors LLC. | 120,634 | $14.65M | 2.8% | +0.3% | 0.000% | |
10/9/2024 | Cadinha & Co. LLC | 130,506 | $15.85M | 2.7% | +0.3% | 0.001% | |
10/9/2024 | Guardian Asset Advisors LLC | 53,413 | $6.49M | 4.4% | +1.4% | 0.000% | |
10/9/2024 | Hyperion Partners LLC | 15,156 | $1.84M | 1.2% | +1.8% | 0.000% | |
10/9/2024 | Northstar Group Inc. | 7,945 | $965K | 0.2% | -10.3% | 0.000% | |
10/9/2024 | Cypress Wealth Services LLC | 29,113 | $3.54M | 0.7% | +11.7% | 0.000% | |
10/9/2024 | Morton Capital Management LLC CA | 22,942 | $2.79M | 0.5% | +36.2% | 0.000% | |
10/9/2024 | Atlas Private Wealth Advisors | 13,918 | $1.69M | 0.2% | +6.1% | 0.000% | |
10/9/2024 | Sanders Morris Harris LLC | 195,010 | $23.68M | 3.9% | +4.9% | 0.001% | |
10/9/2024 | Heritage Wealth Partners LLC | 33,700 | $4.09M | 4.8% | -1.8% | 0.000% | |
10/9/2024 | Perpetual Ltd | 1,079,060 | $131.04M | 1.4% | -8.4% | 0.004% | |
10/9/2024 | Pensionfund Sabic | 43,500 | $5.28M | 1.6% | +335.0% | 0.000% | |
10/9/2024 | BSN CAPITAL PARTNERS Ltd | 430,714 | $55.47M | 10.5% | +3.1% | 0.002% | |
10/9/2024 | Wealth Group Ltd | 5,602 | $680K | 0.2% | +5.0% | 0.000% | |
10/9/2024 | Clarus Wealth Advisors | 14,296 | $1.83M | 0.9% | +11.2% | 0.000% | |
10/9/2024 | USA Financial Formulas | 25,481 | $3.09M | 0.5% | +63,602.5% | 0.000% | |
10/9/2024 | Somerset Trust Co | 5,172 | $628K | 0.2% | -15.2% | 0.000% | |
10/9/2024 | Patten Group Inc. | 205,883 | $25.00M | 5.6% | -18.1% | 0.001% | |
10/9/2024 | Enterprise Bank & Trust Co | 106,337 | $12.91M | 4.2% | -2.5% | 0.000% | |
10/9/2024 | Adirondack Trust Co. | 90,201 | $10.95M | 4.2% | -3.3% | 0.000% | |
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10/9/2024 | Sanibel Captiva Trust Company Inc. | 252,911 | $30.71M | 1.0% | +6.9% | 0.001% | |
10/9/2024 | Wedmont Private Capital | 375,802 | $48.00M | 2.7% | +11.1% | 0.002% | |
10/9/2024 | Marcum Wealth LLC | 83,952 | $10.20M | 0.9% | -1.4% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 58,798 | $7.14M | 1.4% | +0.6% | 0.000% | |
10/9/2024 | Abner Herrman & Brock LLC | 521,407 | $63.32M | 7.6% | -0.9% | 0.002% | |
10/8/2024 | CWM LLC | 2,538,205 | $308.24M | 1.3% | +7.7% | 0.010% | |
10/8/2024 | O Connor Financial Group LLC | 6,790 | $825K | 0.4% | +1.8% | 0.000% | |
10/8/2024 | West Financial Advisors LLC | 300 | $36K | 0.0% | N/A | 0.000% | |
10/8/2024 | Gunderson Capital Management Inc. | 118,442 | $14.38M | 6.1% | +3.6% | 0.000% | |
10/8/2024 | Brightwater Advisory LLC | 6,808 | $827K | 0.6% | -2.4% | 0.000% | |
10/8/2024 | Daymark Wealth Partners LLC | 1,100,577 | $133.65M | 4.4% | -1.4% | 0.004% | |
10/8/2024 | Shearwater Capital LLC | 5,415 | $658K | 0.5% | -55.0% | 0.000% | |
10/8/2024 | Saxon Interests Inc. | 34,038 | $4.13M | 1.9% | -1.0% | 0.000% | |
10/8/2024 | Hall Laurie J Trustee | 91,344 | $11.09M | 3.5% | -19.6% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 434,121 | $52.72M | 12.7% | -1.1% | 0.002% | |
10/8/2024 | Objectivity Squared LLC | 9,514 | $1.22M | 0.8% | +17.3% | 0.000% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 5,532 | $672K | 0.5% | +5.1% | 0.000% | |
10/8/2024 | First National Corp MA ADV | 12,863 | $1.56M | 0.3% | +3.1% | 0.000% | |
10/8/2024 | Eagle Wealth Strategies LLC | 9,334 | $1.13M | 0.8% | +10.4% | 0.000% | |
10/8/2024 | Barlow Wealth Partners Inc. | 126,397 | $16.14M | 2.1% | +79.9% | 0.001% | |
10/8/2024 | Connective Portfolio Management LLC | 27,385 | $3.37M | 3.7% | -24.1% | 0.000% | |
10/8/2024 | Perkins Coie Trust Co | 31,508 | $3.83M | 0.8% | +3,362.4% | 0.000% | |
10/8/2024 | First PREMIER Bank | 18,490 | $2.25M | 0.6% | +7.5% | 0.000% | |
10/8/2024 | ACT Wealth Management LLC | 5,446 | $661K | 0.3% | -25.8% | 0.000% | |
10/8/2024 | Howard Financial Services LTD. | 68,825 | $8.36M | 1.2% | +1.8% | 0.000% | |
10/8/2024 | True North Advisors LLC | 22,386 | $2.72M | 0.7% | +5.8% | 0.000% | |
10/8/2024 | Partnership Wealth Management LLC | 9,380 | $1.14M | 0.8% | -32.1% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 35,766 | $4.34M | 0.4% | +7.1% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 4,290 | $521K | 0.4% | +4.6% | 0.000% | |
10/8/2024 | Gill Capital Partners LLC | 20,105 | $2.44M | 0.9% | +11.3% | 0.000% | |
10/8/2024 | StoneCrest Wealth Management Inc. | 84,669 | $10.28M | 7.5% | -0.5% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 39,986 | $4.86M | 1.1% | -12.3% | 0.000% | |
10/8/2024 | Osher Van de Voorde Investment Management | 41,000 | $4.98M | 1.1% | -9.4% | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 84,196 | $10.23M | 1.0% | +28.2% | 0.000% | |
10/8/2024 | Pathway Financial Advisors LLC | 23,263 | $2.83M | 0.7% | -1.2% | 0.000% | |
10/8/2024 | Rockingstone Advisors LLC | 75,505 | $9.17M | 4.5% | -10.8% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 65,249 | $7.92M | 3.1% | -1.4% | 0.000% | |
10/8/2024 | WealthCare Investment Partners LLC | 5,747 | $734K | 0.3% | -11.7% | 0.000% | |
10/8/2024 | Udine Wealth Management Inc. | 11,811 | $1.43M | 1.0% | +15.6% | 0.000% | |
10/8/2024 | Sage Capital Advisors llc | 152,579 | $18.53M | 4.8% | -0.6% | 0.001% | |
10/8/2024 | Gratus Wealth Advisors LLC | 64,438 | $8.23M | 1.3% | +16.1% | 0.000% | |
10/8/2024 | Boyce & Associates Wealth Consulting Inc. | 26,119 | $3.17M | 3.3% | +0.6% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 232,600 | $28.25M | 3.4% | +3.6% | 0.001% | |
10/8/2024 | Cape ANN Savings Bank | 21,618 | $2.63M | 1.5% | +58.0% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 928,490 | $112.76M | 1.7% | +5.8% | 0.004% | |
10/8/2024 | Olistico Wealth LLC | 41,761 | $5.07M | 3.1% | +7.5% | 0.000% | |
10/8/2024 | Reliant Investment Management LLC | 1,864 | $226K | 0.1% | N/A | 0.000% | |
10/8/2024 | City Holding Co. | 89,165 | $10.83M | 1.5% | +4.6% | 0.000% | |
10/8/2024 | O Keefe Stevens Advisory Inc. | 509,691 | $61.90M | 18.7% | -0.1% | 0.002% | |
10/8/2024 | Artemis Investment Management LLP | 2,396,210 | $291.00M | 4.4% | -23.2% | 0.010% | |
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10/8/2024 | Mattson Financial Services LLC | 53,180 | $6.57M | 2.3% | -0.7% | 0.000% | |
10/8/2024 | Country Trust Bank | 1,590,861 | $193.19M | 4.7% | -2.4% | 0.006% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 17,100 | $2.08M | 0.4% | +4.1% | 0.000% | |
10/8/2024 | Park Place Capital Corp | 58,626 | $7.12M | 2.0% | +78.2% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 189,152 | $22.97M | 1.4% | -1.6% | 0.001% | |
10/8/2024 | Traveka Wealth LLC | 35,114 | $4.26M | 2.2% | +0.9% | 0.000% | |
10/8/2024 | Lbmc Investment Advisors LLC | 11,121 | $1.35M | 0.1% | +8.6% | 0.000% | |
10/8/2024 | Dakota Community Bank & Trust NA | 3,102 | $377K | 1.9% | +5.5% | 0.000% | |
10/8/2024 | Insight Wealth Strategies LLC | 32,943 | $4.00M | 0.5% | -1.1% | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 307,447 | $37.34M | 2.5% | -5.5% | 0.001% | |