4/25/2025 | West Bancorporation Inc. | 10,389 | $3.85M | 2.6% | +1.4% | 0.001% | |
4/25/2025 | JNBA Financial Advisors | 90,922 | $33.72M | 3.5% | +8.4% | 0.009% | |
4/25/2025 | Fort Vancouver Investment Management LLC | 9,814 | $3.64M | 2.8% | -1.2% | 0.001% | |
4/25/2025 | Mather Group LLC. | 530,848 | $196.85M | 2.3% | +3.0% | 0.054% | |
4/25/2025 | Lodestar Private Asset Management LLC | 9,715 | $3.60M | 0.5% | +1.8% | 0.001% | |
4/25/2025 | EnRich Financial Partners LLC | 12,026 | $4.46M | 1.5% | -1.4% | 0.001% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 78 | $29K | 0.0% | N/A | 0.000% | |
4/25/2025 | Smith Salley Wealth Management | 5,686 | $2.11M | 0.1% | -5.1% | 0.001% | |
4/25/2025 | Barnes Dennig Private Wealth Management LLC | 98 | $36K | 0.1% | N/A | 0.000% | |
4/25/2025 | Libra Wealth LLC | 2,739 | $1.02M | 0.4% | +12.5% | 0.000% | |
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4/25/2025 | Richardson Capital Management LLC | 526 | $195K | 0.1% | +29.9% | 0.000% | |
4/25/2025 | Koshinski Asset Management Inc. | 33,823 | $12.54M | 1.1% | -11.5% | 0.003% | |
4/25/2025 | K2 Financial Inc. | 5,516 | $1.89M | 1.9% | -6.4% | 0.001% | |
4/25/2025 | G&S Capital LLC | 3,148 | $1.17M | 0.5% | +168.1% | 0.000% | |
4/25/2025 | Essex LLC | 1,324 | $491K | 0.1% | +3.9% | 0.000% | |
4/25/2025 | Red Door Wealth Management LLC | 1,484 | $550K | 0.1% | +8.2% | 0.000% | |
4/25/2025 | MidAtlantic Capital Management Inc. | 20,450 | $7.58M | 6.0% | +0.2% | 0.002% | |
4/25/2025 | Rochester Wealth Strategies LLC | 46,321 | $17.18M | 13.6% | N/A | 0.005% | |
4/25/2025 | Spinnaker Trust | 1,639 | $608K | 0.0% | -5.6% | 0.000% | |
4/25/2025 | Nicholson Meyer Capital Management Inc. | 761 | $282K | 0.3% | N/A | 0.000% | |
4/25/2025 | Nabity Jensen Investment Management Inc | 24,530 | $9.10M | 7.0% | -1.3% | 0.002% | |
4/25/2025 | MorganRosel Wealth Management LLC | 535 | $198K | 0.1% | -5.5% | 0.000% | |
4/25/2025 | Dougherty Wealth Advisers LLC | 91,531 | $33.94M | 25.1% | +16.2% | 0.009% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 3,362 | $1.25M | 0.1% | -1.1% | 0.000% | |
4/25/2025 | Valley National Advisers Inc. | 2,705 | $1.00M | 0.2% | +3.9% | 0.000% | |
4/25/2025 | Washington Trust Advisors Inc. | 21,590 | $8.01M | 0.7% | -1.6% | 0.002% | |
4/25/2025 | Jacobsen Capital Management | 100,286 | $37.19M | 16.2% | +0.1% | 0.010% | |
4/25/2025 | Kendall Capital Management | 21,813 | $8.09M | 2.4% | +8.1% | 0.002% | |
4/25/2025 | Ameritas Advisory Services LLC | 45,616 | $17.64M | 0.7% | -0.7% | 0.005% | |
4/25/2025 | Northwest Wealth Management LLC | 2,088 | $774K | 0.2% | -3.6% | 0.000% | |
4/25/2025 | Albion Financial Group UT | 494 | $183K | 0.0% | -21.8% | 0.000% | |
4/25/2025 | Verity Asset Management Inc. | 2,930 | $1.09M | 0.4% | N/A | 0.000% | |
4/25/2025 | Innovative Wealth Building LLC | 2,030 | $753K | 0.7% | +49.6% | 0.000% | |
4/25/2025 | Trademark Financial Management LLC | 1,308 | $485K | 0.4% | -46.4% | 0.000% | |
4/25/2025 | Crown Wealth Group LLC | 17,195 | $6.38M | 3.3% | -2.8% | 0.002% | |
4/25/2025 | Waterfront Wealth Inc. | 2,411 | $894K | 0.2% | +4.5% | 0.000% | |
4/25/2025 | Wealthstar Advisors LLC | 1,400 | $519K | 0.2% | -13.2% | 0.000% | |
4/25/2025 | Bay Capital Advisors LLC | 1,860 | $690K | 0.6% | -35.0% | 0.000% | |
4/25/2025 | Citizens National Bank Trust Department | 313 | $116K | 0.0% | N/A | 0.000% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 10,964 | $4.07M | 0.2% | +1.5% | 0.001% | |
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4/25/2025 | Naviter Wealth LLC | 842 | $312K | 0.0% | +5.8% | 0.000% | |
4/25/2025 | Essex Financial Services Inc. | 19,116 | $7.09M | 0.5% | +11.1% | 0.002% | |
4/25/2025 | Stonebridge Financial Group LLC | 524 | $194K | 0.0% | +18.6% | 0.000% | |
4/25/2025 | Emerald Advisors LLC | 17,978 | $6.67M | 0.9% | +4.5% | 0.002% | |
4/25/2025 | Financial Insights Inc. | 36,342 | $13.48M | 5.4% | -10.8% | 0.004% | |
4/25/2025 | Root Financial Partners LLC | 26,608 | $9.87M | 1.1% | +172.3% | 0.003% | |
4/25/2025 | Journey Beyond Wealth LLC | 15,099 | $5.60M | 5.2% | +5.8% | 0.002% | |
4/25/2025 | Sovran Advisors LLC | 2,312 | $814K | 0.1% | -34.9% | 0.000% | |
4/25/2025 | Cohen Investment Advisors LLC | 2,968 | $1.10M | 0.0% | +3.5% | 0.000% | |
4/25/2025 | Joel Isaacson & Co. LLC | 72,144 | $26.75M | 1.2% | +5.6% | 0.007% | |
4/25/2025 | RCS Financial Planning LLC | 7,754 | $2.88M | 1.5% | -0.4% | 0.001% | |
4/25/2025 | Westfuller Advisors LLC | 1,193 | $442K | 0.3% | -91.4% | 0.000% | |
4/25/2025 | Convergence Financial LLC | 2,739 | $1.02M | 0.2% | +12.7% | 0.000% | |
4/25/2025 | Capital Advisors Wealth Management LLC | 1,360 | $504K | 0.1% | -8.4% | 0.000% | |
4/25/2025 | Parker Financial LLC | 65,300 | $24.22M | 11.6% | -3.6% | 0.007% | |
4/25/2025 | Salus Financial Advisors LLC | 1,200 | $445K | 0.3% | +5.6% | 0.000% | |
4/25/2025 | Colonial River Investments LLC | 2,038 | $756K | 0.4% | -13.4% | 0.000% | |
4/25/2025 | WealthBridge Capital Management LLC | 1,174 | $435K | 0.1% | -3.5% | 0.000% | |
4/24/2025 | Cornerstone Advisors Asset Management LLC | 3,543 | $1.31M | 0.3% | +87.7% | 0.000% | |
4/24/2025 | Barnes Pettey Financial Advisors LLC | 5,962 | $2.21M | 1.7% | +21.8% | 0.001% | |
4/24/2025 | Golden State Wealth Management LLC | 2,966 | $1.10M | 0.2% | -9.2% | 0.000% | |
4/24/2025 | Confluence Wealth Services Inc. | 3,246 | $1.17M | 0.1% | +203.6% | 0.000% | |
4/24/2025 | Monument Group Wealth Advisors LLC | 1,425 | $528K | 0.4% | N/A | 0.000% | |
4/24/2025 | Jeppson Wealth Management LLC | 3,112 | $1.15M | 0.4% | -20.2% | 0.000% | |
4/24/2025 | Financial Life Advisors | 26,178 | $9.71M | 3.6% | -1.2% | 0.003% | |
4/24/2025 | Sunbelt Securities Inc. | 5,118 | $1.90M | 0.2% | +12.8% | 0.001% | |
4/24/2025 | Crescent Grove Advisors LLC | 2,312 | $857K | 0.1% | +34.3% | 0.000% | |
4/24/2025 | Tsfg LLC | 3,038 | $1.13M | 0.2% | -2.1% | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 51,252 | $19.18M | 0.0% | +1.0% | 0.005% | |
4/24/2025 | Highland Capital Management LLC | 575 | $213K | 0.0% | -33.1% | 0.000% | |
4/24/2025 | BSW Wealth Partners | 1,333 | $494K | 0.1% | +100.2% | 0.000% | |
4/24/2025 | Elevated Capital Advisors LLC | 26,775 | $9.93M | 2.8% | -7.1% | 0.003% | |
4/24/2025 | Kessler Investment Group LLC | 157 | $58K | 0.0% | N/A | 0.000% | |
4/24/2025 | St. Clair Advisors LLC | 841 | $312K | 0.1% | -37.2% | 0.000% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 39,500 | $14.63M | 0.0% | -26.9% | 0.004% | |
4/24/2025 | Madison Park Capital Advisors LLC | 22,392 | $8.30M | 7.3% | +1.7% | 0.002% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 3,676 | $1.36M | 0.1% | +45.0% | 0.000% | |
4/24/2025 | Canvas Wealth Advisors LLC | 8,218 | $2.89M | 0.7% | +7.2% | 0.001% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 6,319 | $2.34M | 0.0% | -1.1% | 0.001% | |
4/24/2025 | Transcend Capital Advisors LLC | 10,158 | $3.77M | 0.3% | +5.2% | 0.001% | |
4/24/2025 | Wolff Financial Management LLC | 94,660 | $35.10M | 9.7% | -0.6% | 0.010% | |
4/24/2025 | Trust Co. of Vermont | 2,495 | $925K | 0.0% | +8.0% | 0.000% | |
4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,006 | $723K | 0.0% | -20.1% | 0.000% | |
4/24/2025 | Diversified Trust Co | 11,429 | $4.24M | 0.1% | -0.5% | 0.001% | |
4/24/2025 | Beacon Financial Advisory LLC | 3,090 | $1.15M | 0.3% | +19.2% | 0.000% | |
4/24/2025 | Stone Summit Wealth LLC | 6,443 | $2.39M | 0.8% | +6.6% | 0.001% | |
4/24/2025 | Falcon Wealth Planning | 40,466 | $15.01M | 1.7% | +7.4% | 0.004% | |
4/24/2025 | Primoris Wealth Advisors LLC | 3,890 | $1.45M | 1.1% | +14.2% | 0.000% | |
4/24/2025 | Nadler Financial Group Inc. | 153,235 | $56.82M | 6.3% | -5.0% | 0.015% | |
4/24/2025 | Holistic Planning LLC | 15,445 | $5.73M | 1.9% | +3.9% | 0.002% | |
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4/24/2025 | Motiv8 Investments LLC | 12,159 | $4.51M | 3.0% | -5.0% | 0.001% | |
4/24/2025 | Kraft Davis & Associates LLC | 28,951 | $10.15M | 3.3% | -1.8% | 0.003% | |
4/24/2025 | Family CFO Inc | 11,589 | $4.30M | 2.4% | +2.9% | 0.001% | |
4/23/2025 | SFG Wealth Management LLC. | 5,336 | $1.98M | 1.0% | +244.3% | 0.001% | |
4/23/2025 | KG&L Capital Management LLC | 8,954 | $3.32M | 1.1% | +4.1% | 0.001% | |
4/23/2025 | KPP Advisory Services LLC | 5,027 | $1.86M | 0.3% | +164.7% | 0.001% | |
4/23/2025 | Goldstein Advisors LLC | 4,155 | $1.54M | 0.2% | +3.8% | 0.000% | |
4/23/2025 | LifeSteps Financial Inc. | 4,408 | $1.63M | 1.3% | -12.7% | 0.000% | |
4/23/2025 | Oak Hill Wealth Advisors LLC | 64,911 | $24.07M | 5.6% | +1.9% | 0.007% | |
4/23/2025 | Sabal Trust CO | 4,928 | $1.83M | 0.1% | -1.7% | 0.000% | |