1/17/2025 | Red Door Wealth Management LLC | 3,840 | $471K | 0.1% | +20.2% | 0.001% | |
1/17/2025 | Capital Planning Advisors LLC | 9,526 | $1.17M | 0.2% | +1.2% | 0.003% | |
1/17/2025 | Beacon Investment Advisory Services Inc. | 25,447 | $3.12M | 0.1% | -2.5% | 0.008% | |
1/17/2025 | Mutual Advisors LLC | 6,766 | $829K | 0.0% | -29.8% | 0.002% | |
1/17/2025 | True North Advisors LLC | 2,944 | $361K | 0.1% | +69.8% | 0.001% | |
1/17/2025 | Traynor Capital Management Inc. | 3,617 | $443K | 0.0% | -17.1% | 0.001% | |
1/17/2025 | Wesbanco Bank Inc. | 7,126 | $874K | 0.0% | +10.1% | 0.002% | |
1/17/2025 | Hudson Capital Management LLC | 31,792 | $3.90M | 1.2% | +6.5% | 0.010% | |
1/17/2025 | Janney Montgomery Scott LLC | 73,865 | $9.06M | 0.0% | -2.3% | 0.023% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 1,443 | $177K | 0.0% | -11.4% | 0.000% | |
|
1/17/2025 | Lake Hills Wealth Management LLC | 3,294 | $404K | 0.3% | +43.3% | 0.001% | |
1/17/2025 | GoalVest Advisory LLC | 6,934 | $850K | 0.2% | -1.3% | 0.002% | |
1/17/2025 | Sharp Financial Services LLC | 4,000 | $490K | 0.4% | +39.8% | 0.001% | |
1/17/2025 | Paradiem LLC | 131,510 | $16.12M | 4.3% | +31.3% | 0.042% | |
1/17/2025 | Magnus Financial Group LLC | 1,818 | $223K | 0.0% | +9.3% | 0.001% | |
1/17/2025 | Viking Fund Management LLC | 32,000 | $3.92M | 0.6% | +68.4% | 0.010% | |
1/17/2025 | MBM Wealth Consultants LLC | 11,634 | $1.43M | 0.4% | +7.0% | 0.004% | |
1/17/2025 | Missouri Trust & Investment Co | 270 | $33K | 0.0% | -50.0% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 11,727 | $1.44M | 0.0% | N/A | 0.004% | |
1/17/2025 | Eads & Heald Wealth Management | 4,856 | $595K | 0.3% | +2.4% | 0.002% | |
1/17/2025 | Nisa Investment Advisors LLC | 135,339 | $16.59M | 0.1% | +1.0% | 0.043% | |
1/17/2025 | MCF Advisors LLC | 954 | $117K | 0.0% | -7.9% | 0.000% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 182,581 | $22.38M | 0.1% | +27.5% | 0.058% | |
1/17/2025 | Atomi Financial Group Inc. | 5,058 | $620K | 0.0% | -8.4% | 0.002% | |
1/17/2025 | Transform Wealth LLC | 2,379 | $292K | 0.0% | N/A | 0.001% | |
1/17/2025 | Segment Wealth Management LLC | 4,947 | $606K | 0.0% | +1.7% | 0.002% | |
1/17/2025 | Perpetual Ltd | 2,853 | $350K | 0.0% | -61.9% | 0.001% | |
1/16/2025 | Lmcg Investments LLC | 65,498 | $8.03M | 0.5% | -8.1% | 0.021% | |
1/16/2025 | Crossmark Global Holdings Inc. | 145,402 | $17.83M | 0.3% | -9.5% | 0.046% | |
1/16/2025 | Chesapeake Wealth Management | 5,052 | $619K | 0.2% | -7.3% | 0.002% | |
1/16/2025 | Mitchell & Pahl Private Wealth LLC | 14,185 | $1.74M | 0.8% | +8.0% | 0.004% | |
1/16/2025 | Ballentine Partners LLC | 1,993 | $244K | 0.0% | -12.1% | 0.001% | |
1/16/2025 | Koshinski Asset Management Inc. | 6,063 | $743K | 0.0% | -3.8% | 0.002% | |
1/16/2025 | Central Bank & Trust Co. | 39,012 | $4.78M | 0.7% | -8.8% | 0.012% | |
1/16/2025 | Mitchell Mcleod Pugh & Williams Inc. | 7,709 | $945K | 0.2% | -13.7% | 0.002% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 38,562 | $4.73M | 0.1% | -9.1% | 0.012% | |
1/16/2025 | Guinness Asset Management LTD | 94,227 | $11.48M | 0.2% | -13.1% | 0.030% | |
1/16/2025 | UMB Bank n.a. | 11,473 | $1.41M | 0.0% | +2.3% | 0.004% | |
1/16/2025 | Access Financial Services Inc. | 10,202 | $1.25M | 0.6% | +1.7% | 0.003% | |
1/16/2025 | Diversify Advisory Services LLC | 6,393 | $813K | 0.0% | +26.5% | 0.002% | |
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1/16/2025 | Annex Advisory Services LLC | 51,424 | $6.30M | 0.2% | -8.8% | 0.016% | |
1/16/2025 | Brady Martz Wealth Solutions LLC | 5,247 | $703K | 0.2% | N/A | 0.002% | |
1/16/2025 | Ballast Inc. | 6,236 | $764K | 0.2% | +5.1% | 0.002% | |
1/16/2025 | Clarius Group LLC | 4,919 | $603K | 0.0% | +4.4% | 0.002% | |
1/15/2025 | Wealth Alliance Advisory Group LLC | 2,386 | $292K | 0.1% | -5.5% | 0.001% | |
1/15/2025 | Financial Management Professionals Inc. | 2,624 | $322K | 0.0% | +12.0% | 0.001% | |
1/15/2025 | HB Wealth Management LLC | 17,552 | $2.15M | 0.0% | +10.3% | 0.006% | |
1/15/2025 | Sanibel Captiva Trust Company Inc. | 5,581 | $684K | 0.0% | +2.1% | 0.002% | |
1/15/2025 | Arkadios Wealth Advisors | 4,580 | $561K | 0.0% | -24.4% | 0.001% | |
1/15/2025 | LongView Wealth Management | 1,892 | $232K | 0.1% | -3.9% | 0.001% | |
1/15/2025 | Merit Financial Group LLC | 6,883 | $844K | 0.0% | +38.1% | 0.002% | |
1/15/2025 | First National Bank of Mount Dora Trust Investment Services | 29,504 | $3.62M | 0.8% | +2.5% | 0.009% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 3,827 | $469K | 0.0% | +5.5% | 0.001% | |
1/15/2025 | Hennessy Advisors Inc. | 24,550 | $3.01M | 0.1% | +2.5% | 0.008% | |
1/15/2025 | Occidental Asset Management LLC | 2,604 | $319K | 0.0% | N/A | 0.001% | |
1/15/2025 | Ritholtz Wealth Management | 11,023 | $1.35M | 0.0% | -12.1% | 0.003% | |
1/15/2025 | Gateway Investment Advisers LLC | 13,815 | $1.69M | 0.0% | +34.2% | 0.004% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 6,342 | $777K | 0.0% | +31.1% | 0.002% | |
1/14/2025 | Rovin Capital UT ADV | 2,444 | $300K | 0.1% | +6.6% | 0.001% | |
1/14/2025 | BluePath Capital Management LLC | 7,430 | $991K | 0.5% | +38.9% | 0.002% | |
1/14/2025 | Sendero Wealth Management LLC | 18,198 | $2.23M | 0.3% | N/A | 0.006% | |
1/14/2025 | ARS Wealth Advisors Group LLC | 3,000 | $368K | 0.1% | -8.7% | 0.001% | |
1/14/2025 | Burney Co. | 40,200 | $4.93M | 0.2% | +2.0% | 0.013% | |
1/14/2025 | S.E.E.D. Planning Group LLC | 34,989 | $4.29M | 1.4% | -1.4% | 0.011% | |
1/14/2025 | Moseley Investment Management Inc. | 15,089 | $1.85M | 0.7% | +3.0% | 0.005% | |
1/14/2025 | Park Avenue Securities LLC | 13,718 | $1.68M | 0.0% | -8.3% | 0.004% | |
1/14/2025 | Kathmere Capital Management LLC | 4,679 | $574K | 0.1% | +20.6% | 0.001% | |
1/14/2025 | Assenagon Asset Management S.A. | 220,387 | $27.02M | 0.0% | +121.0% | 0.070% | |
1/14/2025 | Fifth Third Wealth Advisors LLC | 11,787 | $1.45M | 0.1% | +8.4% | 0.004% | |
1/14/2025 | Community Trust & Investment Co. | 21,919 | $2.69M | 0.2% | +7.4% | 0.007% | |
1/14/2025 | SeaCrest Wealth Management LLC | 10,732 | $1.32M | 0.1% | -5.6% | 0.003% | |
1/14/2025 | Accurate Wealth Management LLC | 2,894 | $368K | 0.1% | +3.7% | 0.001% | |
1/14/2025 | Sovereign Financial Group Inc. | 3,049 | $374K | 0.1% | -3.1% | 0.001% | |
1/14/2025 | Quad Cities Investment Group LLC | 5,479 | $672K | 0.3% | +12.9% | 0.002% | |
1/14/2025 | Rosenberg Matthew Hamilton | 4,588 | $562K | 0.1% | -2.3% | 0.001% | |
1/13/2025 | Greenfield Savings Bank | 8,537 | $1.05M | 0.5% | -12.2% | 0.003% | |
1/13/2025 | Cullen Investment Group LTD. | 1,772 | $217K | 0.0% | +16.9% | 0.001% | |
1/13/2025 | Wright Investors Service Inc. | 4,528 | $555K | 0.2% | -42.5% | 0.001% | |
1/13/2025 | Peddock Capital Advisors LLC | 8,870 | $1.09M | 0.3% | -4.9% | 0.003% | |
1/13/2025 | Courier Capital LLC | 13,291 | $1.63M | 0.1% | -15.0% | 0.004% | |
1/13/2025 | Miracle Mile Advisors LLC | 2,238 | $274K | 0.0% | N/A | 0.001% | |
1/13/2025 | Elevated Capital Advisors LLC | 5,617 | $689K | 0.2% | +34.5% | 0.002% | |
1/13/2025 | Kwmg LLC | 86,063 | $10.55M | 1.1% | +5.3% | 0.027% | |
1/13/2025 | Claro Advisors LLC | 3,670 | $450K | 0.1% | -30.3% | 0.001% | |
1/13/2025 | JCIC Asset Management Inc. | 48,734 | $5.97M | 2.4% | +1.5% | 0.015% | |
1/13/2025 | Cooper Financial Group | 3,587 | $440K | 0.1% | +5.0% | 0.001% | |
1/13/2025 | Moody National Bank Trust Division | 9,836 | $1.21M | 0.1% | -1.6% | 0.003% | |
1/13/2025 | Wedmont Private Capital | 6,580 | $837K | 0.0% | +5.4% | 0.002% | |
1/13/2025 | Adams Asset Advisors LLC | 71,703 | $8.79M | 1.1% | +0.8% | 0.023% | |
1/13/2025 | Thomasville National Bank | 34,506 | $4.23M | 0.3% | +2.0% | 0.011% | |
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1/13/2025 | Kieckhefer Group LLC | 10,000 | $1.23M | 0.7% | N/A | 0.003% | |
1/13/2025 | Capital Investment Advisors LLC | 70,067 | $8.59M | 0.2% | -14.1% | 0.022% | |
1/13/2025 | Brookstone Capital Management | 8,072 | $990K | 0.0% | +9.3% | 0.003% | |
1/13/2025 | Trust Co. of Toledo NA OH | 1,778 | $218K | 0.0% | +7.4% | 0.001% | |
1/13/2025 | Fiduciary Alliance LLC | 3,044 | $373K | 0.0% | +14.1% | 0.001% | |
1/13/2025 | Threadgill Financial LLC | 10,585 | $1.30M | 0.7% | -0.9% | 0.003% | |
1/13/2025 | Crescent Sterling Ltd. | 8,210 | $1.01M | 1.0% | -4.6% | 0.003% | |
1/13/2025 | EWG Elevate Inc. | 3,572 | $438K | 0.1% | N/A | 0.001% | |
1/13/2025 | Czech National Bank | 68,642 | $8.42M | 0.1% | +5.2% | 0.022% | |
1/10/2025 | Graypoint LLC | 17,047 | $2.09M | 0.1% | -3.3% | 0.005% | |