4/16/2025 | Opal Wealth Advisors LLC | 489 | $123K | 0.0% | N/A | 0.000% | |
4/16/2025 | TPG Financial Advisors LLC | 876 | $220K | 0.1% | -7.7% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 93,905 | $23.64M | 0.0% | -3.4% | 0.035% | |
4/16/2025 | Noble Family Wealth LLC | 6,397 | $1.61M | 0.4% | -6.3% | 0.002% | |
4/16/2025 | Tritonpoint Wealth LLC | 8,459 | $2.13M | 0.2% | +1.6% | 0.003% | |
4/16/2025 | RTD Financial Advisors Inc. | 11,778 | $2.97M | 0.4% | +13.3% | 0.004% | |
4/16/2025 | Krilogy Financial LLC | 10,635 | $2.68M | 0.2% | N/A | 0.004% | |
4/16/2025 | Salem Investment Counselors Inc. | 2,038 | $513K | 0.0% | -4.7% | 0.001% | |
4/16/2025 | Everhart Financial Group Inc. | 16,988 | $4.28M | 0.6% | +16.6% | 0.006% | |
4/16/2025 | Martel Wealth Advisors Inc | 13,487 | $3.40M | 0.7% | -4.1% | 0.005% | |
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4/16/2025 | Smithbridge Asset Management Inc. DE | 5,289 | $1.33M | 0.2% | N/A | 0.002% | |
4/16/2025 | Relyea Zuckerberg Hanson LLC | 26,493 | $6.67M | 0.9% | -3.5% | 0.010% | |
4/16/2025 | Founders Grove Wealth Partners LLC | 4,361 | $1.10M | 0.3% | +8.0% | 0.002% | |
4/16/2025 | GEN Financial Management INC. | 2,870 | $723K | 0.5% | -2.0% | 0.001% | |
4/16/2025 | May Barnhard Investments LLC | 18,614 | $4.69M | 2.3% | -0.3% | 0.007% | |
4/15/2025 | Total Wealth Planning LLC | 64,442 | $16.23M | 2.5% | +0.9% | 0.024% | |
4/15/2025 | Greenwood Capital Associates LLC | 9,522 | $2.40M | 0.3% | +17.8% | 0.004% | |
4/15/2025 | First United Bank & Trust | 3,902 | $982K | 0.4% | -4.0% | 0.001% | |
4/15/2025 | Sagace Wealth Management LLC | 4,543 | $1.14M | 0.9% | +2.1% | 0.002% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 4,147 | $1.04M | 0.1% | +2.1% | 0.002% | |
4/15/2025 | Fifth Third Bancorp | 71,463 | $17.99M | 0.1% | -1.8% | 0.027% | |
4/15/2025 | Simon Quick Advisors LLC | 6,019 | $1.52M | 0.1% | -2.1% | 0.002% | |
4/15/2025 | Arvest Investments Inc. | 29,992 | $7.55M | 1.2% | -0.2% | 0.011% | |
4/15/2025 | Stephens Group Asset Management LLC | 43,084 | $10.85M | 0.9% | -21.8% | 0.016% | |
4/15/2025 | Cohen Klingenstein LLC | 678,760 | $170.89M | 6.2% | +0.5% | 0.253% | |
4/15/2025 | Capital Advisory Group Advisory Services LLC | 875 | $220K | 0.1% | N/A | 0.000% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 11,157 | $2.81M | 0.2% | -2.4% | 0.004% | |
4/15/2025 | Ironwood Financial llc | 3,025 | $762K | 0.2% | +23.5% | 0.001% | |
4/15/2025 | Focus Financial Network Inc. | 28,639 | $7.21M | 0.3% | +1.5% | 0.011% | |
4/15/2025 | Curbstone Financial Management Corp | 12,726 | $3.20M | 0.7% | -4.8% | 0.005% | |
4/15/2025 | CX Institutional | 25,463 | $6.41M | 0.2% | +29.2% | 0.009% | |
4/15/2025 | Integral Investment Advisors Inc. | 920 | $232K | 0.1% | +14.1% | 0.000% | |
4/15/2025 | Corrigan Financial Inc. | 51,725 | $13.02M | 2.7% | +3.9% | 0.019% | |
4/15/2025 | Parsons Capital Management Inc. RI | 855 | $215K | 0.0% | -5.5% | 0.000% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 13,208 | $3.33M | 0.1% | -3.9% | 0.005% | |
4/15/2025 | Signet Financial Management LLC | 3,535 | $890K | 0.1% | -19.3% | 0.001% | |
4/14/2025 | Investment Advisory Group LLC | 844 | $213K | 0.1% | +17.9% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 3,879 | $981K | 0.0% | +160.5% | 0.001% | |
4/14/2025 | City Holding Co. | 4,269 | $1.08M | 0.2% | +1.5% | 0.002% | |
4/14/2025 | CJM Wealth Advisers Ltd. | 18,093 | $4.56M | 1.6% | +10.1% | 0.007% | |
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4/14/2025 | Portside Wealth Group LLC | 2,937 | $739K | 0.1% | +133.1% | 0.001% | |
4/14/2025 | Courier Capital LLC | 1,185 | $298K | 0.0% | +19.7% | 0.000% | |
4/14/2025 | Wesbanco Bank Inc. | 47,465 | $11.95M | 0.4% | +16.8% | 0.018% | |
4/14/2025 | Capital Investment Advisors LLC | 932 | $235K | 0.0% | -33.9% | 0.000% | |
4/14/2025 | BCS Wealth Management | 2,992 | $753K | 0.2% | -3.0% | 0.001% | |
4/14/2025 | Pillar Financial Advisors LLC | 9,258 | $2.33M | 1.7% | -0.8% | 0.003% | |
4/14/2025 | Park Avenue Securities LLC | 4,509 | $1.14M | 0.0% | +12.2% | 0.002% | |
4/14/2025 | OLD National Bancorp IN | 24,877 | $6.26M | 0.2% | -5.9% | 0.009% | |
4/14/2025 | SOA Wealth Advisors LLC. | 12,340 | $3.11M | 0.4% | -1.0% | 0.005% | |
4/14/2025 | Whitaker Myers Wealth Managers LTD. | 57,119 | $14.38M | 4.0% | +4.2% | 0.021% | |
4/14/2025 | Wedmont Private Capital | 3,821 | $902K | 0.0% | -4.5% | 0.001% | |
4/14/2025 | UMB Bank n.a. | 4,621 | $1.16M | 0.0% | -13.9% | 0.002% | |
4/14/2025 | Sentinel Pension Advisors LLC | 5,535 | $1.39M | 0.3% | +11.2% | 0.002% | |
4/11/2025 | Intergy Private Wealth LLC | 3,801 | $957K | 0.4% | +1.8% | 0.001% | |
4/11/2025 | Congress Asset Management Co. | 83,348 | $20.99M | 0.2% | +28.2% | 0.031% | |
4/11/2025 | Disciplined Investments LLC | 10,591 | $2.67M | 1.2% | -1.9% | 0.004% | |
4/11/2025 | Cranbrook Wealth Management LLC | 11,111 | $2.80M | 0.6% | +1.2% | 0.004% | |
4/11/2025 | Procyon Advisors LLC | 19,198 | $4.83M | 0.3% | +13.8% | 0.007% | |
4/11/2025 | Insight Advisors LLC PA | 7,453 | $1.88M | 0.3% | +1.0% | 0.003% | |
4/11/2025 | Safeguard Financial LLC | 72,790 | $18.33M | 4.0% | +8.4% | 0.027% | |
4/11/2025 | Prosperity Planning Inc. | 18,262 | $4.60M | 1.4% | +0.4% | 0.007% | |
4/10/2025 | Retirement Planning Group LLC | 5,080 | $1.28M | 0.1% | -33.3% | 0.002% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,329 | $335K | 0.1% | +92.9% | 0.000% | |
4/10/2025 | Lmcg Investments LLC | 48,342 | $12.17M | 0.8% | -2.8% | 0.018% | |
4/10/2025 | Fluent Financial LLC | 9,812 | $2.47M | 1.1% | -37.3% | 0.004% | |
4/10/2025 | Fermata Advisors LLC | 8,914 | $2.24M | 0.4% | -35.8% | 0.003% | |
4/10/2025 | FSA Investment Group LLC | 44,250 | $11.14M | 9.5% | +10.0% | 0.016% | |
4/10/2025 | Portside Wealth Group LLC | 1,277 | $322K | 0.1% | +3.7% | 0.000% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 1,720 | $433K | 0.2% | -3.5% | 0.001% | |
4/10/2025 | Richard P Slaughter Associates Inc | 3,307 | $833K | 0.2% | -57.2% | 0.001% | |
4/10/2025 | Accel Wealth Management | 7,712 | $1.94M | 0.7% | +12.3% | 0.003% | |
4/10/2025 | Amplius Wealth Advisors LLC | 2,952 | $743K | 0.1% | +66.1% | 0.001% | |
4/10/2025 | Apella Capital LLC | 1,729 | $420K | 0.0% | -7.2% | 0.001% | |
4/10/2025 | Presilium Private Wealth LLC | 49,138 | $12.37M | 2.8% | +40.1% | 0.018% | |
4/10/2025 | First Financial Corp IN | 1,627 | $410K | 0.2% | -4.7% | 0.001% | |
4/10/2025 | CGN Advisors LLC | 4,651 | $1.17M | 0.1% | -1.3% | 0.002% | |
4/10/2025 | Kure Advisory LLC | 2,617 | $659K | 0.5% | N/A | 0.001% | |
4/10/2025 | Juncture Wealth Strategies LLC | 13,969 | $3.52M | 1.4% | +2.1% | 0.005% | |
4/9/2025 | RFG Advisory LLC | 30,098 | $7.58M | 0.2% | +6.9% | 0.011% | |
4/9/2025 | InvesTrust | 1,662 | $418K | 0.1% | +6.4% | 0.001% | |
4/9/2025 | Merit Financial Group LLC | 21,569 | $5.43M | 0.1% | -29.8% | 0.008% | |
4/9/2025 | Harbor Investment Advisory LLC | 3,864 | $973K | 0.1% | -28.0% | 0.001% | |
4/9/2025 | Inspirion Wealth Advisors LLC | 112,632 | $28.36M | 3.9% | -0.9% | 0.042% | |
4/9/2025 | Towerpoint Wealth LLC | 27,805 | $7M | 3.5% | -2.1% | 0.010% | |
4/9/2025 | NBC Securities Inc. | 144 | $36K | 0.0% | N/A | 0.000% | |
4/9/2025 | American National Bank & Trust | 1,993 | $502K | 0.1% | +25.7% | 0.001% | |
4/9/2025 | Mechanics Bank Trust Department | 23,247 | $5.85M | 0.8% | +26.0% | 0.009% | |
4/9/2025 | Kaizen Financial Strategies | 1,829 | $461K | 0.3% | -6.9% | 0.001% | |
4/8/2025 | Bowman & Co S.C. | 1,505 | $379K | 0.2% | +5.0% | 0.001% | |
4/8/2025 | Veery Capital LLC | 35,958 | $9.05M | 3.5% | +4.9% | 0.013% | |
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4/8/2025 | Marion Wealth Management | 33,093 | $8.33M | 2.2% | -1.9% | 0.012% | |
4/8/2025 | BTC Capital Management Inc. | 7,548 | $1.90M | 0.2% | -0.7% | 0.003% | |
4/8/2025 | Advisory Alpha LLC | 17,469 | $4.40M | 0.3% | -11.9% | 0.007% | |
4/8/2025 | Parallel Advisors LLC | 6,664 | $1.68M | 0.0% | +6.5% | 0.002% | |
4/7/2025 | GoalVest Advisory LLC | 232 | $58K | 0.0% | -40.5% | 0.000% | |
4/7/2025 | GAMMA Investing LLC | 37,262 | $9.38M | 0.0% | +27,098.5% | 0.014% | |
4/7/2025 | FC Advisory LLC | 41,157 | $10.36M | 3.5% | +2.8% | 0.015% | |
4/4/2025 | Quent Capital LLC | 24,879 | $6.26M | 0.7% | +5.4% | 0.009% | |
4/2/2025 | Waller Financial Planning Group Inc. | 2,747 | $692K | 0.2% | -3.1% | 0.001% | |
4/2/2025 | Kera Capital Partners Inc. | 25,110 | $6.32M | 1.9% | N/A | 0.009% | |