1/17/2025 | Riverbridge Partners LLC | 12,570 | $5.26M | 0.1% | -8.5% | 0.003% | |
1/17/2025 | Asset Planning Services Inc. LA ADV | 2,790 | $1.17M | 0.6% | +3.3% | 0.001% | |
1/17/2025 | Traynor Capital Management Inc. | 5,877 | $2.46M | 0.2% | +3.6% | 0.001% | |
1/17/2025 | Wesbanco Bank Inc. | 24,713 | $10.35M | 0.4% | +11.4% | 0.005% | |
1/17/2025 | Janney Montgomery Scott LLC | 138,590 | $58.02M | 0.2% | +1.9% | 0.029% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 232,883 | $97.50M | 1.4% | +2.4% | 0.049% | |
|
1/17/2025 | Park Place Capital Corp | 2,206 | $924K | 0.3% | +32.1% | 0.000% | |
1/17/2025 | Janney Capital Management LLC | 21,420 | $8.97M | 0.6% | -3.7% | 0.004% | |
1/17/2025 | Daymark Wealth Partners LLC | 6,586 | $2.76M | 0.1% | -2.6% | 0.001% | |
1/17/2025 | Madison Park Capital Advisors LLC | 500 | $209K | 0.2% | N/A | 0.000% | |
1/17/2025 | West Branch Capital LLC | 2,074 | $868K | 0.3% | +24.0% | 0.000% | |
1/17/2025 | Missouri Trust & Investment Co | 1,080 | $452K | 0.2% | +12.5% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 3,740 | $1.57M | 0.0% | -58.5% | 0.001% | |
1/17/2025 | Nisa Investment Advisors LLC | 181,874 | $76.15M | 0.3% | +51.5% | 0.038% | |
1/17/2025 | Genesis Private Wealth LLC | 494 | $207K | 0.1% | N/A | 0.000% | |
1/17/2025 | Simon Quick Advisors LLC | 4,331 | $1.81M | 0.1% | -4.2% | 0.001% | |
1/17/2025 | Red Spruce Capital LLC | 9,294 | $3.89M | 1.7% | -1.3% | 0.002% | |
1/17/2025 | Beaumont Financial Advisors LLC | 1,011 | $423K | 0.0% | +130.8% | 0.000% | |
1/17/2025 | MCF Advisors LLC | 165 | $69K | 0.0% | +17.9% | 0.000% | |
1/17/2025 | Aspire Private Capital LLC | 1,457 | $610K | 0.2% | +6.0% | 0.000% | |
1/17/2025 | Bedrijfstakpensioenfonds Voor DE Media PNO | 17,300 | $7.00M | 0.9% | -13.5% | 0.004% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 80,520 | $33.71M | 0.2% | +18,890.6% | 0.017% | |
1/17/2025 | Enclave Advisors LLC | 524 | $219K | 0.0% | N/A | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 3,069 | $1.29M | 0.1% | +9.0% | 0.001% | |
1/17/2025 | Transform Wealth LLC | 20,029 | $8.39M | 0.5% | +12.2% | 0.004% | |
1/17/2025 | Chesley Taft & Associates LLC | 11,586 | $4.85M | 0.2% | +1.0% | 0.002% | |
1/17/2025 | Alpha Cubed Investments LLC | 3,066 | $1.28M | 0.1% | -9.0% | 0.001% | |
1/17/2025 | Clear Harbor Asset Management LLC | 2,431 | $1.02M | 0.1% | +63.3% | 0.001% | |
1/17/2025 | Segment Wealth Management LLC | 30,429 | $12.74M | 0.9% | +0.6% | 0.006% | |
1/17/2025 | Perpetual Ltd | 207,658 | $86.94M | 1.0% | -72.3% | 0.044% | |
1/16/2025 | Aspiriant LLC | 641 | $268K | 0.0% | +23.3% | 0.000% | |
1/16/2025 | Crossmark Global Holdings Inc. | 24,629 | $10.31M | 0.2% | -17.0% | 0.005% | |
1/16/2025 | Royal Fund Management LLC | 830 | $348K | 0.0% | N/A | 0.000% | |
1/16/2025 | Chesapeake Wealth Management | 1,682 | $704K | 0.2% | +1.8% | 0.000% | |
1/16/2025 | Reliant Investment Management LLC | 17,779 | $7.44M | 3.3% | +2.8% | 0.004% | |
1/16/2025 | Mitchell & Pahl Private Wealth LLC | 7,785 | $3.26M | 1.5% | +2.7% | 0.002% | |
1/16/2025 | Ballentine Partners LLC | 6,664 | $2.79M | 0.0% | -0.7% | 0.001% | |
1/16/2025 | ZWJ Investment Counsel Inc. | 1,059 | $443K | 0.0% | +2.7% | 0.000% | |
1/16/2025 | Addenda Capital Inc. | 21,959 | $9.19M | 0.4% | +27.3% | 0.005% | |
1/16/2025 | Sky Investment Group LLC | 27,575 | $11.55M | 2.1% | +2.1% | 0.006% | |
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1/16/2025 | Wealthquest Corp | 920 | $385K | 0.0% | -4.8% | 0.000% | |
1/16/2025 | Union Savings Bank | 1,472 | $616K | 0.3% | -8.2% | 0.000% | |
1/16/2025 | Mitchell Mcleod Pugh & Williams Inc. | 2,710 | $1.14M | 0.2% | +3.4% | 0.001% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 1,575 | $659K | 0.0% | +5.8% | 0.000% | |
1/16/2025 | DLK Investment Management LLC | 7,837 | $3.28M | 1.4% | +0.7% | 0.002% | |
1/16/2025 | Stokes Capital Advisors LLC | 14,258 | $5.97M | 1.5% | +2.2% | 0.003% | |
1/16/2025 | UMB Bank n.a. | 81,817 | $34.25M | 0.5% | -1.8% | 0.017% | |
1/16/2025 | Trueblood Wealth Management LLC | 3,758 | $1.57M | 0.8% | +2.3% | 0.001% | |
1/16/2025 | Lincoln Capital LLC | 13,942 | $5.84M | 1.2% | -1.0% | 0.003% | |
1/16/2025 | Diversify Advisory Services LLC | 975 | $404K | 0.0% | -12.2% | 0.000% | |
1/16/2025 | Diversify Wealth Management LLC | 2,248 | $931K | 0.1% | +22.7% | 0.000% | |
1/16/2025 | Terra Nova Asset Management LLC | 1,526 | $639K | 0.5% | +5.2% | 0.000% | |
1/16/2025 | City Holding Co. | 10,227 | $4.28M | 0.6% | +0.7% | 0.002% | |
1/16/2025 | Annex Advisory Services LLC | 68,286 | $28.59M | 0.9% | +16.2% | 0.014% | |
1/16/2025 | Brady Martz Wealth Solutions LLC | 1,140 | $487K | 0.1% | N/A | 0.000% | |
1/16/2025 | My Legacy Advisors LLC | 1,657 | $709K | 0.3% | +3.8% | 0.000% | |
1/16/2025 | Artemis Investment Management LLP | 24,640 | $10.32M | 0.1% | -86.4% | 0.005% | |
1/16/2025 | Romano Brothers AND Company | 2,009 | $841K | 0.1% | +1.3% | 0.000% | |
1/16/2025 | McElhenny Sheffield Capital Management LLC | 1,273 | $533K | 0.2% | N/A | 0.000% | |
1/16/2025 | Clarius Group LLC | 2,307 | $966K | 0.1% | +9.8% | 0.000% | |
1/15/2025 | Aaron Wealth Advisors LLC | 3,100 | $1.30M | 0.2% | +1.4% | 0.001% | |
1/15/2025 | Wealth Alliance Advisory Group LLC | 2,261 | $947K | 0.2% | +1.8% | 0.000% | |
1/15/2025 | Monarch Capital Management Inc. | 2,153 | $901K | 0.2% | -6.1% | 0.000% | |
1/15/2025 | Smith Salley Wealth Management | 46,343 | $19.40M | 1.2% | +0.8% | 0.010% | |
1/15/2025 | Jackson Square Capital LLC | 11,202 | $4.69M | 1.1% | -2.6% | 0.002% | |
1/15/2025 | Triangle Securities Wealth Management | 5,395 | $2.26M | 0.6% | -2.7% | 0.001% | |
1/15/2025 | Ameritas Advisory Services LLC | 1,428 | $598K | 0.0% | +7.0% | 0.000% | |
1/15/2025 | HB Wealth Management LLC | 12,562 | $5.26M | 0.1% | +28.1% | 0.003% | |
1/15/2025 | Financial & Tax Architects LLC | 1,326 | $555K | 0.1% | +11.7% | 0.000% | |
1/15/2025 | Trust Co. of Vermont | 8,952 | $3.75M | 0.2% | -0.7% | 0.002% | |
1/15/2025 | Shelton Wealth Management LLC | 1,560 | $653K | 0.3% | N/A | 0.000% | |
1/15/2025 | Wallington Asset Management LLC | 71,590 | $29.97M | 4.3% | +1.1% | 0.015% | |
1/15/2025 | Premier Path Wealth Partners LLC | 2,813 | $1.18M | 0.2% | +1.9% | 0.001% | |
1/15/2025 | Shikiar Asset Management Inc. | 19,129 | $8.01M | 2.1% | -4.7% | 0.004% | |
1/15/2025 | Canoe Financial LP | 38,838 | $16.26M | 0.2% | -3.2% | 0.008% | |
1/15/2025 | Trium Capital LLP | 4,962 | $2.08M | 0.3% | +28.8% | 0.001% | |
1/15/2025 | Retirement Wealth Solutions LLC | 82 | $34K | 0.0% | N/A | 0.000% | |
1/15/2025 | Brooklyn Investment Group | 3,312 | $1.39M | 0.4% | +7.5% | 0.001% | |
1/15/2025 | Sax Wealth Advisors LLC | 1,062 | $445K | 0.0% | -3.3% | 0.000% | |
1/15/2025 | Somerset Trust Co | 11,248 | $4.71M | 1.8% | +1.1% | 0.002% | |
1/15/2025 | Merit Financial Group LLC | 9,959 | $4.17M | 0.1% | +25.7% | 0.002% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 232 | $97K | 0.1% | -28.2% | 0.000% | |
1/15/2025 | First National Bank of Mount Dora Trust Investment Services | 14,289 | $5.98M | 1.4% | +0.5% | 0.003% | |
1/15/2025 | Relyea Zuckerberg Hanson LLC | 1,612 | $675K | 0.1% | +2.2% | 0.000% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 2,131 | $892K | 0.0% | +2.7% | 0.000% | |
1/15/2025 | Procyon Advisors LLC | 10,741 | $4.50M | 0.3% | +2.5% | 0.002% | |
1/15/2025 | Everpar Advisors LLC | 522 | $219K | 0.1% | -12.7% | 0.000% | |
1/15/2025 | RDA Financial Network | 776 | $325K | 0.1% | +9.1% | 0.000% | |
1/15/2025 | Channel Wealth LLC | 7,385 | $3.09M | 1.0% | +30.4% | 0.002% | |
1/15/2025 | Decker Retirement Planning Inc. | 112 | $47K | 0.0% | N/A | 0.000% | |
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1/15/2025 | Empirical Asset Management LLC | 17,581 | $7.36M | 0.2% | +15.6% | 0.004% | |
1/15/2025 | Cvfg LLC | 790 | $331K | 0.3% | N/A | 0.000% | |
1/15/2025 | JGP Wealth Management LLC | 515 | $216K | 0.0% | +11.5% | 0.000% | |
1/15/2025 | Ritholtz Wealth Management | 4,638 | $1.94M | 0.1% | -4.1% | 0.001% | |
1/15/2025 | Legacy Wealth Asset Management LLC | 6,826 | $2.86M | 0.8% | -1.0% | 0.001% | |
1/15/2025 | Gateway Investment Advisers LLC | 7,873 | $3.30M | 0.0% | -73.2% | 0.002% | |
1/14/2025 | StrongBox Wealth LLC | 9,569 | $4.01M | 1.7% | +4.5% | 0.002% | |
1/14/2025 | Financial Enhancement Group LLC | 26,609 | $11.21M | 1.7% | N/A | 0.006% | |
1/14/2025 | Flywheel Private Wealth LLC | 549 | $230K | 0.2% | N/A | 0.000% | |
1/14/2025 | RMR Wealth Builders | 3,807 | $1.59M | 0.2% | +8.2% | 0.001% | |