1/17/2025 | Cerro Pacific Wealth Advisors LLC | 12,108 | $3.28M | 1.1% | +0.4% | 0.002% | |
1/17/2025 | Key Client Fiduciary Advisors LLC | 2,856 | $705K | 0.3% | +15.4% | 0.001% | |
1/17/2025 | Veracity Capital LLC | 2,504 | $618K | 0.2% | +8.6% | 0.000% | |
1/17/2025 | Secure Asset Management LLC | 1,599 | $395K | 0.1% | +79.1% | 0.000% | |
1/17/2025 | Red Door Wealth Management LLC | 4,799 | $1.18M | 0.2% | +1.1% | 0.001% | |
1/17/2025 | Galvin Gaustad & Stein LLC | 2,736 | $675K | 0.1% | -1.4% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 5,412 | $1.34M | 0.0% | -4.7% | 0.001% | |
1/17/2025 | Beacon Investment Advisory Services Inc. | 12,186 | $3.01M | 0.1% | -8.6% | 0.002% | |
1/17/2025 | D.B. Root & Company LLC | 828 | $204K | 0.1% | +7.0% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 11,531 | $2.98M | 0.1% | +1.5% | 0.002% | |
|
1/17/2025 | True North Advisors LLC | 2,349 | $580K | 0.1% | +90.5% | 0.000% | |
1/17/2025 | Wendell David Associates Inc. | 22,517 | $5.56M | 0.5% | -0.9% | 0.004% | |
1/17/2025 | Wesbanco Bank Inc. | 56,041 | $13.83M | 0.5% | -2.1% | 0.010% | |
1/17/2025 | Janney Montgomery Scott LLC | 297,595 | $73.45M | 0.2% | +0.1% | 0.053% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 544,864 | $134.47M | 2.0% | -3.3% | 0.096% | |
1/17/2025 | SG Americas Securities LLC | 1,998 | $493K | 0.0% | -99.4% | 0.000% | |
1/17/2025 | Park Place Capital Corp | 2,117 | $522K | 0.1% | -3.9% | 0.000% | |
1/17/2025 | Daymark Wealth Partners LLC | 24,760 | $6.11M | 0.2% | -1.3% | 0.004% | |
1/17/2025 | Albion Financial Group UT | 1,119 | $276K | 0.0% | +37,200.0% | 0.000% | |
1/17/2025 | Advisory Alpha LLC | 3,740 | $923K | 0.0% | +5.5% | 0.001% | |
1/17/2025 | Missouri Trust & Investment Co | 5,305 | $1.31M | 0.5% | -2.1% | 0.001% | |
1/17/2025 | Dakota Wealth Management | 11,435 | $2.82M | 0.1% | -1.1% | 0.002% | |
1/17/2025 | XML Financial LLC | 5,733 | $1.42M | 0.1% | +5.3% | 0.001% | |
1/17/2025 | Nisa Investment Advisors LLC | 223,556 | $55.17M | 0.2% | +2.6% | 0.040% | |
1/17/2025 | Simon Quick Advisors LLC | 3,014 | $744K | 0.0% | +17.4% | 0.001% | |
1/17/2025 | Sheets Smith Wealth Management | 9,536 | $2.35M | 0.3% | +8.5% | 0.002% | |
1/17/2025 | Beaumont Financial Advisors LLC | 89,279 | $22.03M | 1.7% | -1.6% | 0.016% | |
1/17/2025 | Aspire Private Capital LLC | 4,015 | $991K | 0.2% | +16.3% | 0.001% | |
1/17/2025 | Mitsubishi UFJ Asset Management UK Ltd. | 6,000 | $1.48M | 0.7% | +200.0% | 0.001% | |
1/17/2025 | Roberts Wealth Advisors LLC | 1,643 | $422K | 0.1% | -22.4% | 0.000% | |
1/17/2025 | JBGlobal.com LLC | 3,221 | $795K | 0.8% | N/A | 0.001% | |
1/17/2025 | Wall Street Financial Group Inc. | 1,177 | $290K | 0.3% | -12.8% | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 7,032 | $1.74M | 0.1% | +6.7% | 0.001% | |
1/17/2025 | Prairie Sky Financial Group LLC | 1,043 | $257K | 0.2% | N/A | 0.000% | |
1/17/2025 | Transform Wealth LLC | 14,565 | $3.60M | 0.2% | +2.1% | 0.003% | |
1/17/2025 | Chesley Taft & Associates LLC | 19,502 | $4.81M | 0.2% | -2.2% | 0.003% | |
1/17/2025 | Alpha Cubed Investments LLC | 5,137 | $1.27M | 0.1% | +1.4% | 0.001% | |
1/17/2025 | Clear Harbor Asset Management LLC | 6,485 | $1.60M | 0.1% | -6.3% | 0.001% | |
1/17/2025 | Segment Wealth Management LLC | 1,566 | $386K | 0.0% | -20.9% | 0.000% | |
1/16/2025 | First United Bank & Trust | 14,332 | $3.54M | 1.3% | -2.5% | 0.003% | |
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1/16/2025 | Lmcg Investments LLC | 15,659 | $3.87M | 0.2% | -11.4% | 0.003% | |
1/16/2025 | Solidarity Wealth LLC | 5,449 | $1.35M | 0.4% | +627.5% | 0.001% | |
1/16/2025 | Aspiriant LLC | 6,579 | $1.62M | 0.1% | -1.0% | 0.001% | |
1/16/2025 | Brookmont Capital Management | 883 | $218K | 0.1% | +17.7% | 0.000% | |
1/16/2025 | Crossmark Global Holdings Inc. | 85,150 | $21.02M | 0.4% | +0.9% | 0.015% | |
1/16/2025 | Chesapeake Wealth Management | 2,279 | $562K | 0.2% | -4.8% | 0.000% | |
1/16/2025 | Sugar Maple Asset Management LLC | 204 | $50K | 0.0% | N/A | 0.000% | |
1/16/2025 | Culbertson A N & Co. Inc. | 4,598 | $1.14M | 0.2% | -1.1% | 0.001% | |
1/16/2025 | Pure Financial Advisors LLC | 1,987 | $490K | 0.0% | +9.8% | 0.000% | |
1/16/2025 | Tudor Financial Inc. | 8,557 | $2.11M | 1.2% | +23.5% | 0.002% | |
1/16/2025 | Addenda Capital Inc. | 36,218 | $8.94M | 0.4% | +0.9% | 0.006% | |
1/16/2025 | Abacus Wealth Partners LLC | 2,566 | $633K | 0.1% | -1.6% | 0.000% | |
1/16/2025 | New Hampshire Trust | 3,371 | $832K | 0.2% | -2.2% | 0.001% | |
1/16/2025 | Ulland Investment Advisors LLC | 10,255 | $2.53M | 1.6% | +1.2% | 0.002% | |
1/16/2025 | Harbor Investment Advisory LLC | 9,600 | $2.37M | 0.2% | -0.9% | 0.002% | |
1/16/2025 | Union Savings Bank | 2,621 | $647K | 0.3% | -9.7% | 0.000% | |
1/16/2025 | Mitchell Mcleod Pugh & Williams Inc. | 5,770 | $1.42M | 0.3% | -22.7% | 0.001% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 16,290 | $4.02M | 0.1% | -5.9% | 0.003% | |
1/16/2025 | SFG Wealth Management LLC. | 1,060 | $262K | 0.1% | N/A | 0.000% | |
1/16/2025 | Uncommon Cents Investing LLC | 3,085 | $761K | 0.2% | +1.5% | 0.001% | |
1/16/2025 | AMI Investment Management Inc. | 21,735 | $5.36M | 1.7% | -12.1% | 0.004% | |
1/16/2025 | Bremer Bank National Association | 1,250 | $308K | 0.1% | -3.5% | 0.000% | |
1/16/2025 | UMB Bank n.a. | 16,017 | $3.95M | 0.1% | +1.3% | 0.003% | |
1/16/2025 | Strong Tower Advisory Services | 9,618 | $2.37M | 0.6% | +4.2% | 0.002% | |
1/16/2025 | Access Financial Services Inc. | 5,322 | $1.31M | 0.6% | -1.5% | 0.001% | |
1/16/2025 | M.E. Allison & CO. Inc. | 1,768 | $436K | 0.5% | N/A | 0.000% | |
1/16/2025 | Mechanics Bank Trust Department | 9,659 | $2.38M | 0.3% | -2.2% | 0.002% | |
1/16/2025 | Diversify Advisory Services LLC | 6,691 | $1.66M | 0.1% | -14.9% | 0.001% | |
1/16/2025 | Diversify Wealth Management LLC | 10,033 | $2.49M | 0.2% | +3.0% | 0.002% | |
1/16/2025 | LVW Advisors LLC | 4,145 | $1.02M | 0.1% | +16.2% | 0.001% | |
1/16/2025 | Gilman Hill Asset Management LLC | 2,640 | $652K | 0.1% | -1.6% | 0.000% | |
1/16/2025 | Smart Money Group LLC | 2,886 | $712K | 0.2% | +5.3% | 0.001% | |
1/16/2025 | City Holding Co. | 49,224 | $12.15M | 1.7% | -3.7% | 0.009% | |
1/16/2025 | Annex Advisory Services LLC | 2,123 | $524K | 0.0% | +48.7% | 0.000% | |
1/16/2025 | Client 1ST Advisory Group LLC | 1,420 | $350K | 0.1% | N/A | 0.000% | |
1/16/2025 | Grove Bank & Trust | 2,980 | $735K | 0.1% | +11.0% | 0.001% | |
1/16/2025 | Arbor Trust Wealth Advisors LLC | 4,091 | $1.01M | 0.5% | -1.7% | 0.001% | |
1/16/2025 | SeaTown Holdings Pte. Ltd. | 11,559 | $2.85M | 2.0% | -67.4% | 0.002% | |
1/16/2025 | Perkins Coie Trust Co | 319 | $79K | 0.0% | -37.2% | 0.000% | |
1/16/2025 | Clarius Group LLC | 5,862 | $1.45M | 0.1% | -0.9% | 0.001% | |
1/15/2025 | Joule Financial LLC | 1,015 | $251K | 0.1% | +19.1% | 0.000% | |
1/15/2025 | Aaron Wealth Advisors LLC | 5,219 | $1.29M | 0.1% | +10.6% | 0.001% | |
1/15/2025 | Sandy Cove Advisors LLC | 987 | $244K | 0.1% | +9.4% | 0.000% | |
1/15/2025 | Moss Adams Wealth Advisors LLC | 1,792 | $442K | 0.0% | +11.0% | 0.000% | |
1/15/2025 | Astoria Portfolio Advisors LLC. | 5,821 | $1.46M | 0.5% | +3.0% | 0.001% | |
1/15/2025 | Ballew Advisors Inc | 903 | $225K | 0.1% | -7.6% | 0.000% | |
1/15/2025 | Smith Salley Wealth Management | 124,897 | $30.83M | 2.0% | +1.5% | 0.022% | |
1/15/2025 | Raub Brock Capital Management LP | 72,894 | $17.99M | 3.8% | +0.2% | 0.013% | |
1/15/2025 | Triangle Securities Wealth Management | 24,041 | $5.93M | 1.5% | -2.4% | 0.004% | |
1/15/2025 | Ameritas Advisory Services LLC | 8,609 | $2.13M | 0.1% | -3.1% | 0.002% | |
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1/15/2025 | HB Wealth Management LLC | 53,100 | $13.11M | 0.1% | +2.1% | 0.009% | |
1/15/2025 | Financial & Tax Architects LLC | 26,765 | $6.61M | 1.7% | +1.9% | 0.005% | |
1/15/2025 | KRS Capital Management LLC | 2,860 | $706K | 0.5% | -3.3% | 0.001% | |
1/15/2025 | Trust Co. of Vermont | 98,239 | $24.25M | 1.2% | +2.9% | 0.017% | |
1/15/2025 | Wallington Asset Management LLC | 43,946 | $10.85M | 1.6% | -0.4% | 0.008% | |
1/15/2025 | Premier Path Wealth Partners LLC | 6,122 | $1.51M | 0.2% | +7.1% | 0.001% | |
1/15/2025 | Sib LLC | 24,547 | $6.06M | 3.2% | -1.1% | 0.004% | |
1/15/2025 | Cohen Klingenstein LLC | 11,950 | $2.95M | 0.1% | -45.8% | 0.002% | |
1/15/2025 | Sanibel Captiva Trust Company Inc. | 40,197 | $9.92M | 0.3% | -1.6% | 0.007% | |
1/15/2025 | Verity & Verity LLC | 32,326 | $7.98M | 0.7% | -0.8% | 0.006% | |