7/17/2025 | Hansen & Associates Financial Group Inc. | 66,396 | $3.19M | 1.7% | N/A | 0.017% | |
7/17/2025 | One Wealth Advisors LLC | 18,257 | $881K | 0.1% | -15.5% | 0.005% | |
7/17/2025 | Greenleaf Trust | 1,687,308 | $81.40M | 0.7% | -6.9% | 0.444% | |
7/17/2025 | Halbert Hargrove Global Advisors LLC | 1,190,150 | $57.41M | 3.0% | -2.9% | 0.313% | |
7/17/2025 | XML Financial LLC | 20,783 | $1.00M | 0.1% | -5.4% | 0.005% | |
7/17/2025 | HCR Wealth Advisors | 7,041 | $340K | 0.0% | +29.6% | 0.002% | |
7/17/2025 | Capital Investment Advisors LLC | 30,147 | $1.45M | 0.0% | -3.5% | 0.008% | |
7/17/2025 | Janney Montgomery Scott LLC | 122,614 | $5.92M | 0.0% | +1.6% | 0.032% | |
7/17/2025 | Venture Visionary Partners LLC | 92,196 | $4.45M | 0.2% | -0.6% | 0.024% | |
7/17/2025 | Archford Capital Strategies LLC | 6,439 | $311K | 0.0% | -3.2% | 0.002% | |
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7/17/2025 | Kelly Financial Services LLC | 23,683 | $1.14M | 0.3% | -2.8% | 0.006% | |
7/17/2025 | Moss Adams Wealth Advisors LLC | 7,942 | $383K | 0.0% | -6.7% | 0.002% | |
7/17/2025 | ERn Financial LLC | 35,633 | $1.72M | 0.4% | -3.3% | 0.009% | |
7/17/2025 | Sound Income Strategies LLC | 1,476 | $71K | 0.0% | +55.0% | 0.000% | |
7/17/2025 | Vermillion Wealth Management Inc. | 5,916 | $285K | 0.1% | -4.3% | 0.002% | |
7/17/2025 | Independence Bank of Kentucky | 62,855 | $3.03M | 0.4% | -3.4% | 0.017% | |
7/17/2025 | City Holding Co. | 95,325 | $4.60M | 0.6% | -0.3% | 0.025% | |
7/17/2025 | Johnson & White Wealth Management LLC | 26,774 | $1.29M | 0.7% | +2.1% | 0.007% | |
7/17/2025 | Coastline Trust Co | 10,082 | $486K | 0.1% | +7.5% | 0.003% | |
7/17/2025 | Fort Washington Investment Advisors Inc. OH | 7,080 | $342K | 0.0% | -24.9% | 0.002% | |
7/17/2025 | Avior Wealth Management LLC | 6,944 | $335K | 0.0% | -8.5% | 0.002% | |
7/16/2025 | Brown Lisle Cummings Inc. | 1,725 | $83K | 0.0% | +305.9% | 0.000% | |
7/16/2025 | ORG Partners LLC | 1,638 | $79K | 0.0% | +20.7% | 0.000% | |
7/16/2025 | Amarillo National Bank | 585,747 | $28.26M | 5.3% | +7.0% | 0.154% | |
7/16/2025 | Embree Financial Group | 13,131 | $633K | 0.1% | -7.2% | 0.003% | |
7/16/2025 | American National Bank & Trust | 2,964 | $143K | 0.0% | -13.8% | 0.001% | |
7/16/2025 | Colton Groome Financial Advisors LLC | 250,888 | $12.10M | 4.1% | +4.7% | 0.066% | |
7/16/2025 | Perigon Wealth Management LLC | 88,257 | $4.26M | 0.1% | -2.4% | 0.023% | |
7/16/2025 | Magnus Financial Group LLC | 30,933 | $1.49M | 0.1% | +2.8% | 0.008% | |
7/16/2025 | Littlejohn Financial Services Inc. | 28,350 | $1.37M | 1.1% | N/A | 0.007% | |
7/16/2025 | Moneywise Inc. | 44,901 | $2.17M | 1.0% | N/A | 0.012% | |
7/15/2025 | North Star Investment Management Corp. | 10,497 | $506K | 0.0% | -4.6% | 0.003% | |
7/15/2025 | Regatta Capital Group LLC | 36,952 | $1.78M | 0.3% | N/A | 0.010% | |
7/15/2025 | TD Private Client Wealth LLC | 18,483 | $892K | 0.0% | -12.0% | 0.005% | |
7/15/2025 | Smith & Howard Wealth Management LLC | 4,490 | $217K | 0.1% | -31.3% | 0.001% | |
7/15/2025 | Mather Group LLC. | 35,811 | $1.73M | 0.0% | -6.4% | 0.009% | |
7/15/2025 | EWG Elevate Inc. | 117,308 | $5.66M | 1.7% | +46.5% | 0.031% | |
7/15/2025 | Ballentine Partners LLC | 123,257 | $5.95M | 0.1% | +0.5% | 0.032% | |
7/15/2025 | Kagan Cocozza Asset Management | 10,454 | $504K | 0.4% | -2.9% | 0.003% | |
7/15/2025 | Bannerman Wealth Management Group LLC | 15,932 | $769K | 0.6% | -2.7% | 0.004% | |
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7/15/2025 | Maseco LLP | 566 | $27K | 0.0% | N/A | 0.000% | |
7/15/2025 | Cranbrook Wealth Management LLC | 13,693 | $661K | 0.1% | -4.5% | 0.004% | |
7/15/2025 | Fifth Third Bancorp | 755,646 | $36.45M | 0.1% | -6.0% | 0.199% | |
7/15/2025 | Retirement Income Solutions Inc | 17,115 | $826K | 0.2% | -3.7% | 0.005% | |
7/15/2025 | Compagnie Lombard Odier SCmA | 12,762 | $616K | 0.0% | -10.5% | 0.003% | |
7/15/2025 | MCF Advisors LLC | 5,370 | $259K | 0.0% | +43.6% | 0.001% | |
7/15/2025 | Pictet North America Advisors SA | 102,100 | $4.93M | 0.5% | -61.2% | 0.027% | |
7/15/2025 | RTD Financial Advisors Inc. | 127,189 | $6.14M | 0.8% | -0.8% | 0.033% | |
7/14/2025 | Farmers Trust Co. | 30,044 | $1.45M | 0.3% | -25.2% | 0.008% | |
7/14/2025 | MFA Wealth Advisors LLC | 238,002 | $11.48M | 2.7% | N/A | 0.063% | |
7/14/2025 | AdvisorNet Financial Inc | 4,770 | $230K | 0.0% | -12.1% | 0.001% | |
7/14/2025 | Chapin Davis Inc. | 8,391 | $405K | 0.1% | -5.7% | 0.002% | |
7/14/2025 | Clear Harbor Asset Management LLC | 15,501 | $748K | 0.1% | +4.2% | 0.004% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 39,438 | $1.90M | 0.1% | -9.4% | 0.010% | |
7/14/2025 | Flagstar Advisors Inc. | 9,177 | $443K | 0.1% | -45.1% | 0.002% | |
7/14/2025 | Tran Capital Management L.P. | 13,359 | $644K | 0.1% | +7.1% | 0.004% | |
7/14/2025 | Park Avenue Securities LLC | 73,668 | $3.55M | 0.0% | N/A | 0.019% | |
7/14/2025 | Sowell Financial Services LLC | 71,413 | $3.45M | 0.1% | +0.3% | 0.019% | |
7/14/2025 | Physician Wealth Advisors Inc. | 3,908 | $189K | 0.0% | +8.9% | 0.001% | |
7/11/2025 | Prosperity Planning Inc. | 30,083 | $1.45M | 0.4% | -1.2% | 0.008% | |
7/11/2025 | Coastwise Capital Group LLC | 8,926 | $431K | 0.3% | -4.5% | 0.002% | |
7/11/2025 | Capital Advantage Inc. | 78,207 | $3.77M | 0.6% | +6.8% | 0.021% | |
7/11/2025 | Farther Finance Advisors LLC | 162,331 | $7.83M | 0.2% | +721.0% | 0.043% | |
7/11/2025 | Silver Oak Securities Incorporated | 4,490 | $217K | 0.0% | N/A | 0.001% | |
7/11/2025 | Windsor Capital Management LLC | 6,222 | $300K | 0.1% | -15.0% | 0.002% | |
7/11/2025 | UMB Bank n.a. | 4,013 | $194K | 0.0% | -19.2% | 0.001% | |
7/11/2025 | WealthBridge Investment Counsel Inc. | 221,955 | $10.71M | 3.5% | -1.6% | 0.058% | |
7/11/2025 | Marshall & Sullivan Inc. WA | 106,529 | $5.14M | 2.5% | +3.5% | 0.028% | |
7/11/2025 | Thomasville National Bank | 4,522 | $218K | 0.0% | -7.5% | 0.001% | |
7/11/2025 | Luts & Greenleigh Group Inc. | 8,796 | $424K | 0.4% | +15.1% | 0.002% | |
7/11/2025 | Grove Bank & Trust | 89,073 | $4.30M | 0.5% | +8.0% | 0.023% | |
7/10/2025 | Piscataqua Savings Bank | 1,460 | $70K | 0.1% | N/A | 0.000% | |
7/10/2025 | Ryan Investment Management Inc. | 144,603 | $6.98M | 4.5% | N/A | 0.038% | |
7/10/2025 | Oldfather Financial Services LLC | 89,573 | $4.32M | 1.5% | +4.8% | 0.024% | |
7/10/2025 | YHB Investment Advisors Inc. | 17,392 | $839K | 0.1% | +2.6% | 0.005% | |
7/10/2025 | Rockland Trust Co. | 31,134 | $1.50M | 0.1% | -2.5% | 0.008% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 5,564 | $268K | 0.0% | -6.7% | 0.001% | |
7/10/2025 | Contravisory Investment Management Inc. | 20,185 | $974K | 0.2% | +5.0% | 0.005% | |
7/10/2025 | Fulton Bank N.A. | 48,577 | $2.34M | 0.1% | +5.3% | 0.013% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 50,434 | $2.46M | 0.1% | -3.2% | 0.013% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 433,673 | $21.15M | 0.0% | +5.1% | 0.114% | |
7/10/2025 | Atticus Wealth Management LLC | 35,225 | $1.70M | 0.5% | +2.2% | 0.009% | |
7/10/2025 | Tompkins Financial Corp | 539 | $26K | 0.0% | N/A | 0.000% | |
7/10/2025 | Signal Advisors Wealth LLC | 5,309 | $256K | 0.0% | N/A | 0.001% | |
7/10/2025 | Sovran Advisors LLC | 7,704 | $373K | 0.0% | N/A | 0.002% | |
7/9/2025 | Finley Financial LLC | 199,733 | $9.64M | 4.8% | +2.1% | 0.053% | |
7/9/2025 | PFW Advisors LLC | 143,231 | $6.91M | 2.1% | -9.0% | 0.038% | |
7/9/2025 | Pines Wealth Management LLC | 31,023 | $1.51M | 0.5% | -27.0% | 0.008% | |
7/9/2025 | Sunpointe LLC | 16,925 | $816K | 0.3% | +162.0% | 0.004% | |
7/9/2025 | Westshore Wealth LLC | 27,145 | $1.31M | 0.5% | +3.9% | 0.007% | |
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7/9/2025 | David J Yvars Group | 8,072 | $389K | 0.2% | N/A | 0.002% | |
7/9/2025 | Lbmc Investment Advisors LLC | 101,169 | $4.88M | 0.3% | -1.9% | 0.027% | |
7/9/2025 | Financiere des Professionnels Fonds d investissement inc. | 392,000 | $18.91M | 1.1% | -17.0% | 0.103% | |
7/9/2025 | Hardin Capital Partners LLC | 7,732 | $374K | 0.2% | +3.2% | 0.002% | |
7/9/2025 | Balefire LLC | 46,258 | $2.23M | 0.5% | -4.2% | 0.012% | |
7/9/2025 | Alesco Advisors LLC | 4,415 | $213K | 0.0% | N/A | 0.001% | |
7/9/2025 | Harbor Capital Advisors Inc. | 127,605 | $6.16M | 0.3% | -27.7% | 0.034% | |
7/9/2025 | Boyum Wealth Architects LLC | 6,000 | $289K | 0.2% | N/A | 0.002% | |
7/9/2025 | Central Bank & Trust Co. | 61,846 | $2.98M | 0.5% | -38.9% | 0.016% | |
7/9/2025 | Summit Financial Consulting LLC | 46,839 | $2.26M | 2.0% | N/A | 0.012% | |