1/17/2025 | Key Client Fiduciary Advisors LLC | 1,601 | $309K | 0.1% | -9.1% | 0.000% | |
1/17/2025 | Apeiron RIA LLC | 1,141 | $220K | 0.1% | N/A | 0.000% | |
1/17/2025 | Donoghue Forlines LLC | 7,750 | $1.50M | 0.5% | N/A | 0.002% | |
1/17/2025 | Endeavor Private Wealth Inc. | 651 | $126K | 0.1% | N/A | 0.000% | |
1/17/2025 | Bill Few Associates Inc. | 11,908 | $2.30M | 0.8% | +1.0% | 0.003% | |
1/17/2025 | Raleigh Capital Management Inc. | 9,666 | $1.86M | 0.7% | -13.0% | 0.002% | |
1/17/2025 | D.B. Root & Company LLC | 4,630 | $893K | 0.3% | -2.8% | 0.001% | |
1/17/2025 | Wesbanco Bank Inc. | 58,739 | $11.33M | 0.4% | -0.9% | 0.015% | |
1/17/2025 | Janney Montgomery Scott LLC | 581,389 | $112.12M | 0.3% | +4.9% | 0.147% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 9,958 | $1.92M | 0.0% | +0.9% | 0.003% | |
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1/17/2025 | SG Americas Securities LLC | 153,801 | $29.66M | 0.1% | +817.4% | 0.039% | |
1/17/2025 | Phillips Wealth Planners LLC | 6,978 | $1.32M | 1.3% | -3.0% | 0.002% | |
1/17/2025 | Park Place Capital Corp | 2,477 | $478K | 0.1% | -7.3% | 0.001% | |
1/17/2025 | Magnus Financial Group LLC | 3,381 | $652K | 0.1% | +44.2% | 0.001% | |
1/17/2025 | Daymark Wealth Partners LLC | 12,536 | $2.42M | 0.1% | -0.9% | 0.003% | |
1/17/2025 | Albion Financial Group UT | 157 | $30K | 0.0% | N/A | 0.000% | |
1/17/2025 | Viking Fund Management LLC | 10,000 | $1.93M | 0.3% | -5.7% | 0.003% | |
1/17/2025 | Barlow Wealth Partners Inc. | 10,109 | $2.03M | 0.3% | -0.8% | 0.003% | |
1/17/2025 | Nisa Investment Advisors LLC | 173,789 | $33.52M | 0.1% | -2.2% | 0.044% | |
1/17/2025 | Genesis Private Wealth LLC | 1,312 | $253K | 0.1% | N/A | 0.000% | |
1/17/2025 | Simon Quick Advisors LLC | 1,421 | $274K | 0.0% | +10.4% | 0.000% | |
1/17/2025 | Bourgeon Capital Management LLC | 66,855 | $12.89M | 2.4% | -0.5% | 0.017% | |
1/17/2025 | Atomi Financial Group Inc. | 5,352 | $1.03M | 0.1% | +10.4% | 0.001% | |
1/17/2025 | Perpetual Ltd | 8,107 | $1.56M | 0.0% | -26.6% | 0.002% | |
1/16/2025 | Brookmont Capital Management | 13,836 | $2.67M | 1.4% | -0.9% | 0.003% | |
1/16/2025 | Crossmark Global Holdings Inc. | 35,739 | $6.89M | 0.1% | -17.7% | 0.009% | |
1/16/2025 | Chesapeake Wealth Management | 1,411 | $272K | 0.1% | +4.8% | 0.000% | |
1/16/2025 | Mitchell & Pahl Private Wealth LLC | 2,595 | $500K | 0.2% | -5.2% | 0.001% | |
1/16/2025 | Ballentine Partners LLC | 7,679 | $1.48M | 0.0% | +10.2% | 0.002% | |
1/16/2025 | ZWJ Investment Counsel Inc. | 5,835 | $1.13M | 0.0% | -4.3% | 0.001% | |
1/16/2025 | Addenda Capital Inc. | 43,127 | $8.32M | 0.4% | +21.0% | 0.011% | |
1/16/2025 | New Hampshire Trust | 13,065 | $2.52M | 0.5% | +1.7% | 0.003% | |
1/16/2025 | Sky Investment Group LLC | 33,880 | $6.53M | 1.2% | -1.9% | 0.009% | |
1/16/2025 | Amplius Wealth Advisors LLC | 1,325 | $256K | 0.0% | +10.0% | 0.000% | |
1/16/2025 | Harbor Investment Advisory LLC | 4,381 | $845K | 0.1% | -5.5% | 0.001% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 31,988 | $6.17M | 0.2% | +11.9% | 0.008% | |
1/16/2025 | UMB Bank n.a. | 14,804 | $2.86M | 0.0% | +0.5% | 0.004% | |
1/16/2025 | Thrive Wealth Management LLC | 4,751 | $916K | 0.2% | -12.3% | 0.001% | |
1/16/2025 | LVW Advisors LLC | 7,830 | $1.51M | 0.2% | -5.4% | 0.002% | |
1/16/2025 | City Holding Co. | 2,132 | $411K | 0.1% | +6.6% | 0.001% | |
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1/16/2025 | Grove Bank & Trust | 3,931 | $758K | 0.1% | +10.5% | 0.001% | |
1/15/2025 | Aaron Wealth Advisors LLC | 1,598 | $308K | 0.0% | +14.5% | 0.000% | |
1/15/2025 | IAM Advisory LLC | 9,954 | $1.92M | 0.5% | -1.1% | 0.003% | |
1/15/2025 | Smith Salley Wealth Management | 63,008 | $12.15M | 0.8% | +0.9% | 0.016% | |
1/15/2025 | Financial Management Professionals Inc. | 2,780 | $536K | 0.1% | +13.8% | 0.001% | |
1/15/2025 | Jackson Square Capital LLC | 24,699 | $4.76M | 1.1% | -5.8% | 0.006% | |
1/15/2025 | Triangle Securities Wealth Management | 4,244 | $818K | 0.2% | -4.1% | 0.001% | |
1/15/2025 | Ameritas Advisory Services LLC | 3,889 | $750K | 0.0% | +73.7% | 0.001% | |
1/15/2025 | HB Wealth Management LLC | 43,056 | $8.30M | 0.1% | +13.7% | 0.011% | |
1/15/2025 | Trust Co. of Vermont | 3,979 | $767K | 0.0% | -2.7% | 0.001% | |
1/15/2025 | Premier Path Wealth Partners LLC | 4,702 | $907K | 0.1% | +25.9% | 0.001% | |
1/15/2025 | Sanibel Captiva Trust Company Inc. | 17,854 | $3.44M | 0.1% | +4.8% | 0.004% | |
1/15/2025 | Arkadios Wealth Advisors | 8,136 | $1.57M | 0.1% | +26.8% | 0.002% | |
1/15/2025 | Dakota Community Bank & Trust NA | 593 | $114K | 0.5% | +27.8% | 0.000% | |
1/15/2025 | Folger Nolan Fleming Douglas Capital Management Inc. | 5,547 | $1.07M | 0.1% | +6.4% | 0.001% | |
1/15/2025 | Sax Wealth Advisors LLC | 1,588 | $306K | 0.0% | N/A | 0.000% | |
1/15/2025 | Merit Financial Group LLC | 11,157 | $2.15M | 0.0% | +572.1% | 0.003% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 140 | $26K | 0.0% | -43.8% | 0.000% | |
1/15/2025 | CNB Bank | 4,224 | $815K | 0.4% | +12.1% | 0.001% | |
1/15/2025 | Avanza Fonder AB | 29,306 | $5.65M | 0.2% | N/A | 0.007% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 5,072 | $978K | 0.0% | -2.6% | 0.001% | |
1/15/2025 | Everpar Advisors LLC | 4,389 | $846K | 0.4% | +1.8% | 0.001% | |
1/15/2025 | Empirical Asset Management LLC | 14,100 | $2.72M | 0.1% | +7.2% | 0.004% | |
1/15/2025 | Cvfg LLC | 1,710 | $330K | 0.3% | N/A | 0.000% | |
1/15/2025 | JGP Wealth Management LLC | 101,271 | $19.53M | 2.5% | +0.3% | 0.026% | |
1/15/2025 | Ritholtz Wealth Management | 24,853 | $4.79M | 0.1% | +4.9% | 0.006% | |
1/15/2025 | Carnegie Investment Counsel | 5,592 | $1.08M | 0.0% | -5.0% | 0.001% | |
1/15/2025 | Legacy Wealth Asset Management LLC | 4,258 | $821K | 0.2% | -3.6% | 0.001% | |
1/15/2025 | Gateway Investment Advisers LLC | 2,438 | $470K | 0.0% | -5.2% | 0.001% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 10,197 | $1.97M | 0.1% | +17.4% | 0.003% | |
1/14/2025 | Foresight Capital Management Advisors Inc. | 16,621 | $3.21M | 1.9% | +4.4% | 0.004% | |
1/14/2025 | Steph & Co. | 3,832 | $739K | 0.2% | -7.9% | 0.001% | |
1/14/2025 | Winch Advisory Services LLC | 132 | $25K | 0.0% | N/A | 0.000% | |
1/14/2025 | Contravisory Investment Management Inc. | 47,228 | $9.11M | 1.9% | -0.2% | 0.012% | |
1/14/2025 | USA Financial Formulas | 4,020 | $775K | 0.1% | +212.4% | 0.001% | |
1/14/2025 | BluePath Capital Management LLC | 4,425 | $852K | 0.5% | +17.0% | 0.001% | |
1/14/2025 | Pinnacle Bancorp Inc. | 499 | $96K | 0.0% | +460.7% | 0.000% | |
1/14/2025 | Redhawk Wealth Advisors Inc. | 4,436 | $856K | 0.1% | +4.1% | 0.001% | |
1/14/2025 | Roble Belko & Company Inc | 1,622 | $313K | 0.0% | +160.8% | 0.000% | |
1/14/2025 | Godsey & Gibb Inc. | 115,830 | $22.34M | 2.2% | -0.6% | 0.029% | |
1/14/2025 | Radnor Capital Management LLC | 13,223 | $2.55M | 0.4% | -4.3% | 0.003% | |
1/14/2025 | Laurel Wealth Advisors LLC | 338 | $65K | 0.0% | +44.4% | 0.000% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,190 | $808K | 0.2% | -96.9% | 0.001% | |
1/14/2025 | Park Avenue Securities LLC | 11,297 | $2.18M | 0.0% | +20.8% | 0.003% | |
1/14/2025 | Kathmere Capital Management LLC | 7,994 | $1.54M | 0.1% | +5.0% | 0.002% | |
1/14/2025 | Assenagon Asset Management S.A. | 439,049 | $84.67M | 0.1% | -37.5% | 0.111% | |
1/14/2025 | Rockland Trust Co. | 9,720 | $1.88M | 0.1% | -4.3% | 0.002% | |
1/14/2025 | Fifth Third Wealth Advisors LLC | 26,758 | $5.16M | 0.3% | +48.5% | 0.007% | |
1/14/2025 | Community Trust & Investment Co. | 1,242 | $240K | 0.0% | +10.0% | 0.000% | |
1/14/2025 | Pines Wealth Management LLC | 6,655 | $1.26M | 0.5% | N/A | 0.002% | |
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1/14/2025 | SeaCrest Wealth Management LLC | 2,151 | $415K | 0.0% | +11.7% | 0.001% | |
1/14/2025 | Accurate Wealth Management LLC | 8,308 | $1.57M | 0.3% | +4.4% | 0.002% | |
1/14/2025 | 180 Wealth Advisors LLC | 23,414 | $4.52M | 0.7% | +13.7% | 0.006% | |
1/14/2025 | Rosenberg Matthew Hamilton | 384 | $74K | 0.0% | +44.9% | 0.000% | |
1/14/2025 | Global Financial Private Client LLC | 1,394 | $269K | 0.1% | +26.7% | 0.000% | |
1/13/2025 | Greenfield Savings Bank | 3,830 | $739K | 0.4% | -1.8% | 0.001% | |
1/13/2025 | Wright Investors Service Inc. | 3,194 | $616K | 0.2% | -67.8% | 0.001% | |
1/13/2025 | Grandview Asset Management LLC | 6,182 | $1.19M | 0.4% | N/A | 0.002% | |
1/13/2025 | Marcum Wealth LLC | 5,243 | $1.01M | 0.1% | -5.5% | 0.001% | |
1/13/2025 | AdvisorNet Financial Inc | 6,179 | $1.19M | 0.1% | -6.9% | 0.002% | |