7/18/2025 | Vicus Capital | 44,908 | $3.57M | 0.3% | +1.5% | 0.010% | |
7/18/2025 | Parsons Capital Management Inc. RI | 41,003 | $3.26M | 0.2% | +1.4% | 0.009% | |
7/18/2025 | Pure Financial Advisors LLC | 87,734 | $6.98M | 0.1% | +18.2% | 0.020% | |
7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 5,786 | $460K | 0.0% | +3.5% | 0.001% | |
7/18/2025 | Benchmark Wealth Management LLC | 30,761 | $2.45M | 1.1% | +0.7% | 0.007% | |
7/18/2025 | Mountain Pacific Investment Advisers LLC | 95,048 | $7.56M | 0.5% | -5.1% | 0.022% | |
7/18/2025 | Trilogy Capital Inc. | 3,250 | $258K | 0.0% | -5.3% | 0.001% | |
7/18/2025 | Trust Co. of Vermont | 2,500 | $199K | 0.0% | N/A | 0.001% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 708,290 | $56.31M | 0.8% | +1.6% | 0.164% | |
7/18/2025 | Forza Wealth Management LLC | 42,997 | $3.42M | 1.4% | -40.3% | 0.010% | |
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7/18/2025 | PFG Investments LLC | 45,511 | $3.62M | 0.2% | +3.0% | 0.011% | |
7/18/2025 | Consolidated Portfolio Review Corp | 12,740 | $1.01M | 0.1% | -3.9% | 0.003% | |
7/18/2025 | Institute for Wealth Management LLC. | 8,517 | $677K | 0.1% | +10.6% | 0.002% | |
7/18/2025 | Liberty Capital Management Inc. | 3,385 | $269K | 0.1% | +8.1% | 0.001% | |
7/18/2025 | Cooper Financial Group | 11,700 | $930K | 0.1% | -10.2% | 0.003% | |
7/18/2025 | Truist Financial Corp | 1,536,059 | $122.12M | 0.2% | -2.9% | 0.355% | |
7/18/2025 | Powers Advisory Group LLC | 110,926 | $8.82M | 3.9% | +5.0% | 0.026% | |
7/18/2025 | Union Bancaire Privee UBP SA | 174,089 | $13.75M | 0.3% | +1.6% | 0.040% | |
7/17/2025 | Chicago Capital LLC | 7,319 | $582K | 0.0% | +70.6% | 0.002% | |
7/17/2025 | Trivium Point Advisory LLC | 9,381 | $746K | 0.1% | +40.4% | 0.002% | |
7/17/2025 | Capital Investment Advisors LLC | 29,057 | $2.31M | 0.0% | +3.7% | 0.007% | |
7/17/2025 | Northwest Wealth Management LLC | 4,850 | $386K | 0.1% | -5.7% | 0.001% | |
7/17/2025 | Stephens Group Asset Management LLC | 3,827 | $304K | 0.0% | -10.4% | 0.001% | |
7/17/2025 | Asio Capital LLC | 151,370 | $12.03M | 2.0% | -22.6% | 0.035% | |
7/17/2025 | HB Wealth Management LLC | 36,160 | $2.88M | 0.0% | -16.9% | 0.008% | |
7/17/2025 | Janney Montgomery Scott LLC | 1,852,374 | $147.26M | 0.4% | -7.8% | 0.428% | |
7/17/2025 | Elser Financial Planning Inc | 31,039 | $2.45M | 0.1% | N/A | 0.007% | |
7/17/2025 | Oakworth Capital Inc. | 766,139 | $60.91M | 3.9% | +5.3% | 0.177% | |
7/17/2025 | Montis Financial LLC | 329,497 | $26.20M | 7.3% | +11.2% | 0.076% | |
7/17/2025 | Fifth Third Securities Inc. | 126,614 | $10.07M | 0.8% | -18.6% | 0.029% | |
7/17/2025 | Albion Financial Group UT | 340,810 | $27.09M | 1.8% | -0.5% | 0.079% | |
7/17/2025 | Fiduciary Advisors Inc. | 42,493 | $3.38M | 3.0% | -1.7% | 0.010% | |
7/17/2025 | Capital Insight Partners LLC | 10,848 | $862K | 0.1% | -10.6% | 0.003% | |
7/17/2025 | Independence Bank of Kentucky | 17,895 | $1.42M | 0.2% | +1.7% | 0.004% | |
7/17/2025 | Grandview Asset Management LLC | 13,520 | $1.08M | 0.3% | +1.8% | 0.003% | |
7/17/2025 | Mustard Seed Financial LLC | 115,358 | $9.17M | 6.6% | +10.8% | 0.027% | |
7/17/2025 | CWA Asset Management Group LLC | 154,893 | $12.31M | 0.5% | +5.1% | 0.036% | |
7/17/2025 | Coastline Trust Co | 4,087 | $325K | 0.0% | -9.5% | 0.001% | |
7/17/2025 | Stone Summit Wealth LLC | 91,325 | $7.26M | 2.2% | -3.3% | 0.021% | |
7/17/2025 | Fort Washington Investment Advisors Inc. OH | 3,065 | $244K | 0.0% | N/A | 0.001% | |
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7/17/2025 | Stockman Wealth Management Inc. | 19,195 | $1.53M | 0.2% | -16.3% | 0.004% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 3,909 | $311K | 0.0% | +18.2% | 0.001% | |
7/17/2025 | Avior Wealth Management LLC | 32,494 | $2.58M | 0.1% | -1.3% | 0.008% | |
7/17/2025 | Clear Point Advisors Inc. | 15,030 | $1.20M | 1.0% | +1.4% | 0.003% | |
7/17/2025 | XY Planning Network Inc. | 34,586 | $2.75M | 0.9% | +91.2% | 0.008% | |
7/17/2025 | Johnson Bixby & Associates LLC | 403,756 | $32.10M | 4.4% | +4.1% | 0.093% | |
7/17/2025 | Luminvest Wealth Management LLC | 93,322 | $7.56M | 2.7% | -1.5% | 0.022% | |
7/17/2025 | Chatham Capital Group Inc. | 23,742 | $1.89M | 0.3% | -2.2% | 0.005% | |
7/17/2025 | David Kennon Inc | 3,201 | $255K | 0.1% | +4.5% | 0.001% | |
7/16/2025 | Meredith Wealth Planning | 11,689 | $929K | 0.3% | -27.2% | 0.003% | |
7/16/2025 | Gradient Capital Advisors LLC | 146,340 | $11.63M | 3.4% | -7.1% | 0.034% | |
7/16/2025 | Rezny Wealth Management Inc. | 80,590 | $6.41M | 1.4% | +2.2% | 0.019% | |
7/16/2025 | Howard Capital Management Group LLC | 366,225 | $29.12M | 2.0% | -0.8% | 0.085% | |
7/16/2025 | 1834 Investment Advisors Co. | 381,603 | $30.34M | 3.8% | -4.6% | 0.088% | |
7/16/2025 | Eagle Global Advisors LLC | 31,083 | $2.47M | 0.1% | -0.7% | 0.007% | |
7/16/2025 | ST Germain D J Co. Inc. | 3,372 | $268K | 0.0% | +245.1% | 0.001% | |
7/16/2025 | New Insight Wealth Advisors | 14,265 | $1.13M | 0.5% | +255.5% | 0.003% | |
7/16/2025 | Beaumont Financial Advisors LLC | 17,448 | $1.39M | 0.1% | -1.7% | 0.004% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 16,899 | $1.34M | 0.4% | -33.0% | 0.004% | |
7/16/2025 | A. D. Beadell Investment Counsel Inc. | 23,341 | $1.86M | 1.4% | +8.0% | 0.005% | |
7/16/2025 | American National Bank & Trust | 12,369 | $983K | 0.1% | +50.3% | 0.003% | |
7/16/2025 | Fischer Financial Services Inc. | 396,114 | $31.48M | 9.3% | +9.5% | 0.092% | |
7/16/2025 | AAFMAA Wealth Management & Trust LLC | 410,405 | $32.63M | 13.5% | -35.7% | 0.095% | |
7/16/2025 | Perigon Wealth Management LLC | 70,442 | $5.60M | 0.1% | -0.6% | 0.016% | |
7/16/2025 | Octavia Wealth Advisors LLC | 15,052 | $1.20M | 0.1% | -7.4% | 0.003% | |
7/16/2025 | Maridea Wealth Management LLC | 3,909 | $311K | 0.1% | N/A | 0.001% | |
7/16/2025 | Magnus Financial Group LLC | 121,354 | $9.65M | 0.8% | +4.0% | 0.028% | |
7/16/2025 | Leading Edge Financial Planning LLC | 95,805 | $7.62M | 2.1% | +5.0% | 0.022% | |
7/16/2025 | Meridian Financial LLC | 23,470 | $1.87M | 1.2% | +9.1% | 0.005% | |
7/15/2025 | Level Financial Advisors | 160,909 | $12.79M | 4.0% | +0.7% | 0.037% | |
7/15/2025 | Sightline Wealth Advisors LLC | 48,025 | $3.82M | 1.8% | +2.9% | 0.011% | |
7/15/2025 | Avaii Wealth Management LLC | 5,813 | $462K | 0.2% | -13.7% | 0.001% | |
7/15/2025 | Perennial Advisors LLC | 79,784 | $6.34M | 1.2% | -1.0% | 0.018% | |
7/15/2025 | North Star Investment Management Corp. | 561,002 | $44.60M | 3.1% | +2.0% | 0.130% | |
7/15/2025 | Beacon Investment Advisory Services Inc. | 728,135 | $57.89M | 2.6% | +1.8% | 0.168% | |
7/15/2025 | Signal Tree Financial Partners LLC | 2,862 | $228K | 0.2% | N/A | 0.001% | |
7/15/2025 | Total Wealth Planning LLC | 613,194 | $48.75M | 6.2% | -2.2% | 0.142% | |
7/15/2025 | Retireful LLC | 13,858 | $1.10M | 0.8% | N/A | 0.003% | |
7/15/2025 | Wealth Effects LLC | 10,118 | $804K | 0.3% | -1.7% | 0.002% | |
7/15/2025 | TD Private Client Wealth LLC | 625,749 | $49.75M | 1.2% | +6.8% | 0.145% | |
7/15/2025 | Mather Group LLC. | 2,367,109 | $188.19M | 2.0% | +4.0% | 0.547% | |
7/15/2025 | Carr Financial Group Corp | 25,209 | $2.00M | 0.6% | +8.5% | 0.006% | |
7/15/2025 | Pine Haven Investment Counsel Inc | 4,014 | $319K | 0.3% | -3.5% | 0.001% | |
7/15/2025 | Peddock Capital Advisors LLC | 102,842 | $8.18M | 1.9% | +8.1% | 0.024% | |
7/15/2025 | Patriot Investment Management Group Inc. | 457,889 | $36.40M | 2.5% | +0.6% | 0.106% | |
7/15/2025 | Capstone Capital LLC | 138,207 | $10.99M | 8.0% | +9.8% | 0.032% | |
7/15/2025 | BCS Wealth Management | 127,438 | $10.13M | 2.2% | +12.7% | 0.029% | |
7/15/2025 | Accurate Wealth Management LLC | 22,078 | $1.75M | 0.3% | +36.5% | 0.005% | |
7/15/2025 | Axis Wealth Partners LLC | 15,072 | $1.20M | 0.8% | +6.0% | 0.003% | |
7/15/2025 | Fifth Third Bancorp | 4,682 | $372K | 0.0% | +11.8% | 0.001% | |
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7/15/2025 | Sheets Smith Wealth Management | 46,832 | $3.72M | 0.4% | -13.0% | 0.011% | |
7/15/2025 | Hidden Cove Wealth Management LLC | 9,902 | $787K | 0.6% | N/A | 0.002% | |
7/15/2025 | Pictet North America Advisors SA | 6,810 | $541K | 0.1% | N/A | 0.002% | |
7/15/2025 | Kwmg LLC | 241,893 | $19.23M | 1.8% | +2.0% | 0.056% | |
7/15/2025 | Farrell Financial LLC | 44,705 | $3.55M | 2.4% | +5.1% | 0.010% | |
7/15/2025 | Family Wealth Partners LLC | 5,226 | $415K | 0.2% | -4.4% | 0.001% | |
7/15/2025 | Cordant Inc. | 177,034 | $14.07M | 6.8% | +0.5% | 0.041% | |
7/15/2025 | Kure Advisory LLC | 59,155 | $4.70M | 3.1% | +3.3% | 0.014% | |
7/15/2025 | CGN Advisors LLC | 22,676 | $1.80M | 0.2% | -3.0% | 0.005% | |
7/15/2025 | Bfsg LLC | 14,275 | $1.14M | 0.1% | +8.1% | 0.003% | |