7/8/2025 | Strategic Advocates LLC | 2,733 | $792K | 0.2% | +20.0% | 0.000% | |
7/8/2025 | Little House Capital LLC | 27,820 | $8.07M | 2.0% | -16.1% | 0.001% | |
7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 3,607 | $1.05M | 0.4% | +2.9% | 0.000% | |
7/8/2025 | Everpar Advisors LLC | 32,839 | $9.52M | 4.3% | +1.5% | 0.001% | |
7/8/2025 | Ehrlich Financial Group | 3,314 | $961K | 0.6% | +3.2% | 0.000% | |
7/8/2025 | Parisi Gray Wealth Management | 28,619 | $8.30M | 2.4% | +0.6% | 0.001% | |
7/8/2025 | Northstar Advisory Group LLC | 17,702 | $5.13M | 2.5% | +155.7% | 0.001% | |
7/8/2025 | Next Level Private LLC | 57,601 | $16.70M | 5.4% | +2.3% | 0.002% | |
7/8/2025 | Dover Advisors LLC | 23,176 | $6.72M | 3.0% | -12.5% | 0.001% | |
7/8/2025 | Arlington Trust Co LLC | 13,300 | $3.86M | 0.8% | +0.6% | 0.000% | |
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7/8/2025 | Davis Investment Partners LLC | 6,358 | $1.85M | 0.7% | +6.7% | 0.000% | |
7/8/2025 | Chemistry Wealth Management LLC | 37,688 | $10.93M | 2.3% | -1.5% | 0.001% | |
7/8/2025 | Braun Bostich & Associates Inc. | 2,756 | $799K | 0.5% | -3.9% | 0.000% | |
7/8/2025 | Avity Investment Management Inc. | 100,210 | $29.05M | 2.2% | -6.7% | 0.004% | |
7/8/2025 | Ransom Advisory Ltd | 31,964 | $9.27M | 4.4% | -1.3% | 0.001% | |
7/8/2025 | Rise Advisors LLC | 3,662 | $1.06M | 0.4% | +6.1% | 0.000% | |
7/8/2025 | Atwood & Palmer Inc. | 9,043 | $2.62M | 0.2% | +1.1% | 0.000% | |
7/8/2025 | Atlas Brown Inc. | 25,034 | $7.26M | 2.3% | +0.6% | 0.001% | |
7/8/2025 | Advance Capital Management Inc. | 3,804 | $1.10M | 0.0% | -1.3% | 0.000% | |
7/8/2025 | Granite Bay Wealth Management LLC | 24,843 | $7.20M | 2.3% | -0.2% | 0.001% | |
7/8/2025 | Persium Advisors LLC | 3,466 | $1.01M | 0.8% | +3.6% | 0.000% | |
7/8/2025 | Martin Capital Partners LLC | 35,840 | $10.39M | 4.1% | +217.7% | 0.001% | |
7/8/2025 | Webster Bank N. A. | 92,587 | $26.84M | 2.8% | -4.2% | 0.003% | |
7/8/2025 | MRA Advisory Group | 4,826 | $1.40M | 0.7% | +45.4% | 0.000% | |
7/8/2025 | Richard P Slaughter Associates Inc | 13,344 | $3.87M | 0.8% | -7.7% | 0.000% | |
7/8/2025 | Allen Mooney & Barnes Investment Advisors LLC | 79,452 | $23.03M | 3.8% | +0.9% | 0.003% | |
7/8/2025 | Hickory Point Bank & Trust | 6,718 | $1.95M | 1.6% | +12.6% | 0.000% | |
7/8/2025 | Canandaigua National Bank & Trust Co. | 89,004 | $25.80M | 2.4% | +0.4% | 0.003% | |
7/8/2025 | RMR Wealth Builders | 35,237 | $10.22M | 0.9% | +4.7% | 0.001% | |
7/8/2025 | 21 West Wealth Management LLC | 1,877 | $544K | 0.5% | N/A | 0.000% | |
7/8/2025 | Goldstone Financial Group LLC | 19,622 | $5.81M | 0.8% | +3.9% | 0.001% | |
7/8/2025 | Apella Capital LLC | 22,284 | $6.51M | 0.2% | +75.5% | 0.001% | |
7/8/2025 | Bard Financial Services Inc. | 44,660 | $12.95M | 1.5% | -2.2% | 0.002% | |
7/8/2025 | Lingohr Asset Management GmbH | 1,776 | $512K | 0.9% | -93.3% | 0.000% | |
7/8/2025 | Boltwood Capital Management | 16,913 | $4.90M | 1.4% | +2.9% | 0.001% | |
7/8/2025 | Heartwood Wealth Advisors LLC | 7,359 | $2.13M | 0.2% | +6.4% | 0.000% | |
7/8/2025 | Legacy Private Trust Co. | 64,830 | $18.80M | 1.2% | -3.5% | 0.002% | |
7/8/2025 | Quintet Private Bank Europe S.A. | 326,754 | $94.73M | 5.5% | -3.6% | 0.012% | |
7/8/2025 | E. Ohman J or Asset Management AB | 328,404 | $95.21M | 2.4% | -4.1% | 0.012% | |
7/8/2025 | S.E.E.D. Planning Group LLC | 11,239 | $3.26M | 1.0% | -2.9% | 0.000% | |
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7/8/2025 | Mirabaud & Cie SA | 31,345 | $9.09M | 2.9% | -5.6% | 0.001% | |
7/8/2025 | GK Wealth Management LLC | 1,499 | $435K | 0.4% | -4.4% | 0.000% | |
7/8/2025 | Gallacher Capital Management LLC | 1,798 | $521K | 0.2% | +111.8% | 0.000% | |
7/8/2025 | Cultivar Capital Inc. | 3,832 | $1.11M | 0.8% | +74.2% | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 132,465 | $38.40M | 0.8% | +1.6% | 0.005% | |
7/7/2025 | O Connor Financial Group LLC | 1,110 | $329K | 0.1% | +3.9% | 0.000% | |
7/7/2025 | Trust Co. of Oklahoma | 3,138 | $910K | 0.3% | +31.4% | 0.000% | |
7/7/2025 | Hoertkorn Richard Charles | 52,412 | $15.20M | 6.4% | -1.7% | 0.002% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 13,330 | $3.87M | 0.7% | +1.3% | 0.000% | |
7/7/2025 | Park Edge Advisors LLC | 13,111 | $3.80M | 1.0% | +7.3% | 0.000% | |
7/7/2025 | St. Clair Advisors LLC | 6,160 | $1.79M | 0.5% | -3.1% | 0.000% | |
7/7/2025 | Accelerate Investment Advisors LLC | 2,697 | $782K | 0.6% | +5.1% | 0.000% | |
7/7/2025 | Capital Asset Advisory Services LLC | 32,582 | $9.46M | 0.4% | -6.2% | 0.001% | |
7/7/2025 | Wesbanco Bank Inc. | 313,876 | $91.00M | 2.7% | +3.7% | 0.011% | |
7/7/2025 | HMS Capital Management LLC | 10,991 | $3.19M | 1.4% | -3.4% | 0.000% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 8,563 | $2.48M | 0.6% | +41.1% | 0.000% | |
7/7/2025 | Osprey Private Wealth LLC | 35,330 | $10.46M | 5.7% | +1.0% | 0.001% | |
7/7/2025 | Somerset Trust Co | 34,617 | $10.04M | 3.3% | -2.2% | 0.001% | |
7/7/2025 | Enterprise Bank & Trust Co | 29,540 | $8.56M | 3.2% | -1.1% | 0.001% | |
7/7/2025 | Good Steward Wealth Advisors LLC | 2,058 | $597K | 0.5% | -26.8% | 0.000% | |
7/7/2025 | Zevenbergen Capital Investments LLC | 29,538 | $8.56M | 0.2% | -0.7% | 0.001% | |
7/7/2025 | Versant Capital Management Inc | 8,178 | $2.37M | 0.4% | +11.9% | 0.000% | |
7/7/2025 | Peak Financial Advisors LLC | 695 | $201K | 0.1% | N/A | 0.000% | |
7/7/2025 | First Citizens Financial Corp | 10,821 | $3.14M | 1.7% | +0.7% | 0.000% | |
7/7/2025 | Modus Advisors LLC | 27,191 | $7.88M | 2.3% | +0.5% | 0.001% | |
7/7/2025 | Delphi Management Inc. MA | 5,426 | $1.57M | 1.5% | -5.0% | 0.000% | |
7/7/2025 | Insight Wealth Strategies LLC | 10,604 | $3.08M | 0.4% | -11.9% | 0.000% | |
7/7/2025 | Roxbury Financial LLC | 7,985 | $2.32M | 2.3% | -3.1% | 0.000% | |
7/7/2025 | Greenfield Savings Bank | 24,152 | $7.00M | 3.2% | +0.4% | 0.001% | |
7/7/2025 | Nova Wealth Management Inc. | 3,848 | $1.12M | 0.8% | -18.5% | 0.000% | |
7/7/2025 | Ables Iannone Moore & Associates Inc. | 24,902 | $7.22M | 4.5% | -2.4% | 0.001% | |
7/7/2025 | OMNI 360 Wealth Inc. | 2,813 | $815K | 0.4% | +12.9% | 0.000% | |
7/7/2025 | Bangor Savings Bank | 43,717 | $12.67M | 1.1% | -0.9% | 0.002% | |
7/7/2025 | Abner Herrman & Brock LLC | 123,233 | $35.73M | 4.0% | -3.8% | 0.004% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 20,930 | $6.07M | 0.8% | -62.2% | 0.001% | |
7/7/2025 | Salem Investment Counselors Inc. | 227,894 | $66.07M | 2.1% | -0.1% | 0.008% | |
7/7/2025 | Aletheian Wealth Advisors LLC | 3,053 | $885K | 0.4% | -4.1% | 0.000% | |
7/7/2025 | Centurion Wealth Management LLC | 5,437 | $1.58M | 0.5% | -1.0% | 0.000% | |
7/7/2025 | Douglas Lane & Associates LLC | 701,037 | $203.24M | 2.9% | -6.1% | 0.025% | |
7/7/2025 | TruWealth Advisors LLC | 116,534 | $33.78M | 1.9% | +3.6% | 0.004% | |
7/7/2025 | RB Capital Management LLC | 27,396 | $7.94M | 1.8% | +2.0% | 0.001% | |
7/7/2025 | Wilson & Boucher Capital Management LLC | 2,051 | $595K | 0.4% | -4.0% | 0.000% | |
7/7/2025 | RDA Financial Network | 31,315 | $9.08M | 2.5% | +2.6% | 0.001% | |
7/3/2025 | Arvest Investments Inc. | 29,690 | $8.61M | 1.3% | -2.3% | 0.001% | |
7/3/2025 | Whitcomb & Hess Inc. | 1,094 | $317K | 0.1% | -15.2% | 0.000% | |
7/3/2025 | TrueWealth Advisors LLC | 4,869 | $1.41M | 0.4% | -1.0% | 0.000% | |
7/3/2025 | Garde Capital Inc. | 4,992 | $1.45M | 0.1% | -0.7% | 0.000% | |
7/3/2025 | Collective Family Office LLC | 3,431 | $995K | 0.3% | -12.7% | 0.000% | |
7/3/2025 | McLean Asset Management Corp | 7,394 | $2.16M | 0.6% | +2.3% | 0.000% | |
7/3/2025 | Sage Capital Advisors llc | 2,175 | $631K | 0.2% | +7.4% | 0.000% | |
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7/3/2025 | Trust Co of the South | 6,232 | $1.81M | 0.3% | -1.0% | 0.000% | |
7/3/2025 | Fiduciary Financial Group LLC | 3,969 | $1.15M | 0.2% | +4.1% | 0.000% | |
7/3/2025 | City Center Advisors LLC | 1,015 | $294K | 0.3% | +15.7% | 0.000% | |
7/2/2025 | Norway Savings Bank | 21,920 | $6.36M | 3.3% | -0.8% | 0.001% | |
7/2/2025 | Capital Market Strategies LLC | 1,170 | $339K | 0.2% | +7.0% | 0.000% | |
7/2/2025 | InvesTrust | 21,739 | $6.30M | 2.4% | -47.6% | 0.001% | |
7/2/2025 | HBW Advisory Services LLC | 7,647 | $2.22M | 0.3% | +6.1% | 0.000% | |
7/2/2025 | Helen Stephens Group LLC | 4,801 | $1.39M | 0.3% | +4.5% | 0.000% | |
7/2/2025 | Crumly & Associates Inc. | 6,040 | $1.75M | 0.4% | -2.0% | 0.000% | |
7/2/2025 | Howard Financial Services LTD. | 6,064 | $1.76M | 0.2% | -26.5% | 0.000% | |