7/25/2025 | Midwest Capital Advisors LLC | 2,697 | $302K | 0.2% | -7.9% | 0.002% | |
7/25/2025 | CWM LLC | 1,519,417 | $170.18M | 0.6% | -1.1% | 1.292% | |
7/25/2025 | Lodestar Private Asset Management LLC | 103,227 | $11.56M | 1.3% | +16.6% | 0.088% | |
7/25/2025 | Means Investment CO. Inc. | 1,799 | $202K | 0.0% | N/A | 0.002% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 4,180 | $468K | 0.0% | N/A | 0.004% | |
7/25/2025 | Sovereign Financial Group Inc. | 9,549 | $1.07M | 0.2% | -1.4% | 0.008% | |
7/25/2025 | Tranquility Partners LLC | 1,849 | $207K | 0.1% | N/A | 0.002% | |
7/25/2025 | Concurrent Investment Advisors LLC | 16,295 | $1.83M | 0.0% | +17.8% | 0.014% | |
7/25/2025 | Cerro Pacific Wealth Advisors LLC | 66,611 | $7.46M | 2.1% | +71.4% | 0.057% | |
7/25/2025 | Johnson Investment Counsel Inc. | 124,406 | $13.93M | 0.1% | +23.0% | 0.106% | |
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7/25/2025 | Apollon Wealth Management LLC | 54,695 | $6.13M | 0.1% | -0.4% | 0.047% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 11,147 | $1.25M | 0.1% | -1.6% | 0.009% | |
7/24/2025 | Trust Co. of Toledo NA OH | 75,733 | $8.48M | 0.9% | N/A | 0.064% | |
7/24/2025 | JNBA Financial Advisors | 28,740 | $3.22M | 0.3% | -8.7% | 0.024% | |
7/24/2025 | Eastern Bank | 23,159 | $2.59M | 0.0% | -31.5% | 0.020% | |
7/24/2025 | Lmcg Investments LLC | 6,944 | $778K | 0.0% | -11.3% | 0.006% | |
7/24/2025 | JB Capital LLC | 494,066 | $55.34M | 2.7% | +1.6% | 0.420% | |
7/24/2025 | Blue Trust Inc. | 79,403 | $8.89M | 0.1% | -8.6% | 0.068% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 24,267 | $2.72M | 0.1% | -13.1% | 0.021% | |
7/24/2025 | Endeavor Private Wealth Inc. | 29,206 | $3.27M | 1.5% | +12.2% | 0.025% | |
7/24/2025 | Certus Wealth Management LLC | 56,722 | $6.35M | 4.1% | -1.9% | 0.048% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 15,148 | $1.70M | 0.1% | +1.8% | 0.013% | |
7/24/2025 | M1 Capital Management LLC | 29,616 | $3.32M | 1.7% | +1.2% | 0.025% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 40,641 | $4.55M | 0.3% | -15.6% | 0.035% | |
7/24/2025 | Beacon Bridge Wealth Partners LLC | 28,746 | $3.22M | 1.3% | +0.3% | 0.024% | |
7/24/2025 | MA Private Wealth | 160,287 | $17.95M | 3.2% | -32.9% | 0.136% | |
7/24/2025 | Callan Family Office LLC | 41,820 | $4.68M | 0.1% | -7.3% | 0.036% | |
7/24/2025 | Blair William & Co. IL | 81,627 | $9.14M | 0.0% | -1.8% | 0.069% | |
7/24/2025 | Rice Partnership LLC | 250 | $28K | 0.0% | N/A | 0.000% | |
7/24/2025 | MSH Capital Advisors LLC | 5,087 | $570K | 0.2% | -29.1% | 0.004% | |
7/24/2025 | US Bancorp DE | 1,474,234 | $165.13M | 0.2% | -2.8% | 1.254% | |
7/23/2025 | Armstrong Fleming & Moore Inc | 9,267 | $1.04M | 0.6% | N/A | 0.008% | |
7/23/2025 | Eagle Strategies LLC | 3,497 | $392K | 0.1% | +62.9% | 0.003% | |
7/23/2025 | Clear Creek Financial Management LLC | 21,828 | $2.45M | 0.2% | +2.8% | 0.019% | |
7/23/2025 | Valmark Advisers Inc. | 44,450 | $4.98M | 0.1% | -1.3% | 0.038% | |
7/23/2025 | Financial Life Advisors | 86,046 | $9.64M | 3.3% | -4.0% | 0.073% | |
7/23/2025 | Lansing Street Advisors | 40,291 | $4.51M | 1.3% | -2.9% | 0.034% | |
7/23/2025 | NBT Bank N A NY | 270,429 | $30.29M | 2.1% | +2.1% | 0.230% | |
7/23/2025 | Madden Advisory Services Inc. | 2,265 | $254K | 0.1% | +10.5% | 0.002% | |
7/23/2025 | Sax Wealth Advisors LLC | 12,240 | $1.37M | 0.1% | +61.2% | 0.010% | |
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7/23/2025 | Venturi Wealth Management LLC | 10,742 | $1.20M | 0.1% | -2.4% | 0.009% | |
7/23/2025 | Watershed Private Wealth LLC | 79,128 | $8.86M | 3.2% | +9.3% | 0.067% | |
7/23/2025 | SGL Investment Advisors Inc. | 7,595 | $845K | 0.4% | +6.3% | 0.006% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 30,204 | $3.38M | 0.3% | -13.5% | 0.026% | |
7/23/2025 | Foundation Wealth Management LLC | 24,672 | $2.76M | 1.9% | -2.7% | 0.021% | |
7/23/2025 | Stephen J. Garry & Associates LLC | 2,865 | $321K | 0.3% | +11.7% | 0.002% | |
7/23/2025 | True Vision MN LLC | 35,668 | $4.00M | 2.2% | +0.4% | 0.030% | |
7/23/2025 | Country Club Bank | 217,136 | $24.26M | 1.5% | -0.8% | 0.185% | |
7/23/2025 | SteelPeak Wealth LLC | 124,761 | $13.97M | 0.5% | -0.8% | 0.106% | |
7/23/2025 | KPP Advisory Services LLC | 12,880 | $1.44M | 0.4% | -6.0% | 0.011% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 3,043 | $341K | 0.0% | -22.5% | 0.003% | |
7/22/2025 | Belpointe Asset Management LLC | 71,473 | $8.01M | 0.3% | -1.0% | 0.061% | |
7/22/2025 | Confluence Wealth Services Inc. | 6,140 | $688K | 0.0% | +7.0% | 0.005% | |
7/22/2025 | Valley National Advisers Inc. | 12,352 | $1.38M | 0.2% | +2.5% | 0.011% | |
7/22/2025 | PUREfi Wealth LLC | 4,903 | $549K | 0.4% | +17.2% | 0.004% | |
7/22/2025 | Valeo Financial Advisors LLC | 12,822 | $1.44M | 0.0% | +8.8% | 0.011% | |
7/22/2025 | Sage Financial Group Inc. | 7,155 | $801K | 0.1% | -2.7% | 0.006% | |
7/22/2025 | DAVENPORT & Co LLC | 6,577 | $737K | 0.0% | +4.4% | 0.006% | |
7/22/2025 | Marks Group Wealth Management Inc | 48,458 | $5.43M | 0.5% | -4.2% | 0.041% | |
7/22/2025 | Merit Financial Group LLC | 553,717 | $62.02M | 0.7% | +23.4% | 0.471% | |
7/22/2025 | Kickstand Ventures LLC. | 39,318 | $4.40M | 1.0% | +2.3% | 0.033% | |
7/22/2025 | Simplicity Wealth LLC | 125,864 | $14.10M | 0.6% | +88.7% | 0.107% | |
7/22/2025 | Sutton Place Investors LLC | 11,236 | $1.26M | 0.8% | -25.3% | 0.010% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 5,847 | $655K | 0.0% | +8.4% | 0.005% | |
7/22/2025 | Berger Financial Group Inc | 32,012 | $3.59M | 0.2% | +14.0% | 0.027% | |
7/22/2025 | BridgePort Financial Solutions LLC | 16,084 | $1.80M | 0.6% | -2.5% | 0.014% | |
7/22/2025 | Firethorn Wealth Partners LLC | 29,618 | $3.32M | 1.4% | -9.6% | 0.025% | |
7/22/2025 | Bay Harbor Wealth Management LLC | 48,324 | $5.41M | 1.6% | -1.8% | 0.041% | |
7/22/2025 | Checchi Capital Advisers LLC | 116,726 | $13.07M | 0.7% | -3.4% | 0.099% | |
7/22/2025 | McNaughton Wealth Management LLC | 28,055 | $3.14M | 1.4% | -11.8% | 0.024% | |
7/21/2025 | Quent Capital LLC | 497,817 | $55.76M | 5.4% | +4.8% | 0.423% | |
7/21/2025 | Ameriflex Group Inc. | 1,324 | $146K | 0.1% | -8.3% | 0.001% | |
7/21/2025 | QRG Capital Management Inc. | 2,574 | $288K | 0.0% | N/A | 0.002% | |
7/21/2025 | Cardinal Strategic Wealth Guidance | 145,454 | $16.29M | 4.7% | -23.9% | 0.124% | |
7/21/2025 | Fortis Capital Advisors LLC | 71,473 | $8.01M | 1.4% | -0.9% | 0.061% | |
7/21/2025 | Stock Yards Bank & Trust Co. | 16,770 | $1.88M | 0.1% | -6.5% | 0.014% | |
7/21/2025 | Ascent Group LLC | 49,780 | $5.58M | 0.2% | -13.0% | 0.042% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,485 | $502K | 0.0% | -46.0% | 0.004% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 141,348 | $15.83M | 0.4% | +2.5% | 0.120% | |
7/21/2025 | 1900 Wealth Management LLC | 53,115 | $5.95M | 0.4% | +0.3% | 0.045% | |
7/21/2025 | Hilltop National Bank | 3,875 | $434K | 0.1% | N/A | 0.003% | |
7/21/2025 | Triad Wealth Partners LLC | 63,797 | $7.15M | 1.4% | +9.9% | 0.054% | |
7/21/2025 | West Financial Advisors LLC | 386 | $43K | 0.0% | N/A | 0.000% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 10,727 | $1.20M | 0.1% | +1.6% | 0.009% | |
7/18/2025 | EWA LLC | 7,316 | $819K | 0.3% | +21.8% | 0.006% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 33,410 | $3.74M | 0.9% | +7.7% | 0.028% | |
7/18/2025 | SOA Wealth Advisors LLC. | 41,680 | $4.67M | 0.5% | -0.3% | 0.035% | |
7/18/2025 | Client 1ST Advisory Group LLC | 63,114 | $7.07M | 2.6% | +3.0% | 0.054% | |
7/18/2025 | First Pacific Financial | 39,325 | $4.40M | 0.6% | -1.2% | 0.033% | |
7/18/2025 | Trust Co. of Vermont | 2,588 | $290K | 0.0% | +987.4% | 0.002% | |
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7/18/2025 | SWP Financial LLC | 18,742 | $2.10M | 1.2% | -1.4% | 0.016% | |
7/18/2025 | SigFig Wealth Management LLC | 36,810 | $4.11M | 0.1% | -10.7% | 0.031% | |
7/18/2025 | Consolidated Portfolio Review Corp | 2,881 | $323K | 0.0% | N/A | 0.002% | |
7/18/2025 | Institute for Wealth Management LLC. | 11,103 | $1.24M | 0.1% | -5.0% | 0.009% | |
7/18/2025 | Cooper Financial Group | 6,385 | $715K | 0.1% | -50.1% | 0.005% | |
7/18/2025 | Truist Financial Corp | 332,853 | $37.28M | 0.1% | +12.2% | 0.283% | |
7/18/2025 | BCU Wealth Advisors LLC | 18,615 | $2.09M | 0.9% | -18.4% | 0.016% | |
7/17/2025 | One Wealth Advisors LLC | 103,434 | $11.59M | 1.6% | -4.1% | 0.088% | |
7/17/2025 | Cornerstone Wealth Advisors Inc. | 8,745 | $979K | 0.3% | -2.5% | 0.007% | |
7/17/2025 | Greenleaf Trust | 134,640 | $15.08M | 0.1% | -1.1% | 0.114% | |