10/10/2025 | Diversified Enterprises LLC | 360 | $349K | 0.0% | -7.0% | 0.000% | |
10/10/2025 | Lineweaver Wealth Advisors LLC | 888 | $860K | 0.1% | +30.6% | 0.000% | |
10/10/2025 | Thomasville National Bank | 42,046 | $40.70M | 2.6% | +2.2% | 0.011% | |
10/10/2025 | Foster Victor Wealth Advisors LLC | 756 | $780K | 0.0% | +15.6% | 0.000% | |
10/10/2025 | Red Door Wealth Management LLC | 5,810 | $5.63M | 0.6% | +52.7% | 0.001% | |
10/10/2025 | Trust Point Inc. | 930 | $900K | 0.1% | +20.6% | 0.000% | |
10/10/2025 | Natural Investments LLC | 4,572 | $4.43M | 1.0% | +10.5% | 0.001% | |
10/10/2025 | Flputnam Investment Management Co. | 7,115 | $6.89M | 0.1% | +245.2% | 0.002% | |
10/10/2025 | Benson Investment Management Company Inc. | 6,147 | $5.95M | 2.0% | -12.2% | 0.002% | |
10/10/2025 | Congress Asset Management Co. | 13,151 | $12.73M | 0.1% | +1.6% | 0.003% | |
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10/10/2025 | Falcon Wealth Planning | 367 | $355K | 0.0% | -8.9% | 0.000% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 4,044 | $3.92M | 0.2% | -2.8% | 0.001% | |
10/10/2025 | Quotient Wealth Partners LLC | 504 | $488K | 0.0% | -22.8% | 0.000% | |
10/10/2025 | Perpetual Ltd | 586 | $567K | 0.0% | -26.2% | 0.000% | |
10/10/2025 | Focus Financial Network Inc. | 301 | $291K | 0.0% | -59.9% | 0.000% | |
10/10/2025 | Fiduciary Financial Group LLC | 261 | $253K | 0.0% | N/A | 0.000% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 63,844 | $61.81M | 0.8% | -1.9% | 0.016% | |
10/9/2025 | Independence Bank of Kentucky | 5,860 | $5.67M | 0.7% | +1.2% | 0.001% | |
10/9/2025 | Secure Asset Management LLC | 480 | $482K | 0.1% | +9.6% | 0.000% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 244 | $236K | 0.1% | N/A | 0.000% | |
10/9/2025 | Centurion Wealth Management LLC | 505 | $489K | 0.1% | +16.1% | 0.000% | |
10/9/2025 | Shelton Wealth Management LLC | 1,734 | $1.68M | 0.8% | +3.0% | 0.000% | |
10/9/2025 | Zevenbergen Capital Investments LLC | 13,447 | $13.02M | 0.3% | -0.2% | 0.003% | |
10/9/2025 | Louisbourg Investments Inc. | 850 | $823K | 0.2% | -29.2% | 0.000% | |
10/9/2025 | Sky Investment Group LLC | 376 | $364K | 0.1% | +4.2% | 0.000% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 2,596 | $2.51M | 0.1% | +47.9% | 0.001% | |
10/9/2025 | Phraction Management LLC | 14,266 | $13.81M | 4.0% | +285.0% | 0.004% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 274 | $265K | 0.0% | N/A | 0.000% | |
10/9/2025 | Voya Investment Management LLC | 28,775 | $27.86M | 0.0% | +31.5% | 0.007% | |
10/9/2025 | Harbour Capital Advisors LLC | 976 | $978K | 0.2% | -6.9% | 0.000% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 1,553 | $1.50M | 0.0% | +18.7% | 0.000% | |
10/8/2025 | Genesis Private Wealth LLC | 423 | $410K | 0.2% | -17.9% | 0.000% | |
10/8/2025 | Marshall Financial Group LLC | 1,991 | $1.93M | 0.4% | +2.4% | 0.001% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 425 | $412K | 0.1% | -8.0% | 0.000% | |
10/8/2025 | Ipswich Investment Management Co. Inc. | 5,995 | $5.80M | 1.4% | +7.0% | 0.002% | |
10/8/2025 | Fiduciary Alliance LLC | 4,965 | $4.81M | 0.3% | +103.4% | 0.001% | |
10/8/2025 | General Partner Inc. | 245 | $237K | 0.1% | -5.0% | 0.000% | |
10/8/2025 | RDA Financial Network | 998 | $966K | 0.2% | +20.7% | 0.000% | |
10/8/2025 | Wedmont Private Capital | 1,160 | $1.16M | 0.0% | -5.2% | 0.000% | |
10/8/2025 | Country Club Bank | 3,818 | $3.68M | 0.2% | +47.5% | 0.001% | |
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10/8/2025 | Carr Financial Group Corp | 680 | $658K | 0.2% | -18.4% | 0.000% | |
10/8/2025 | Congress Park Capital LLC | 2,351 | $2.28M | 0.7% | -11.0% | 0.001% | |
10/8/2025 | Sendero Wealth Management LLC | 1,931 | $1.87M | 0.2% | +19.1% | 0.000% | |
10/8/2025 | Veracity Capital LLC | 768 | $744K | 0.2% | +22.7% | 0.000% | |
10/8/2025 | Beacon Financial Group | 288 | $279K | 0.0% | -11.7% | 0.000% | |
10/7/2025 | Orser Capital Management LLC | 1,536 | $1.49M | 0.8% | N/A | 0.000% | |
10/7/2025 | McLean Asset Management Corp | 539 | $562K | 0.1% | +4.7% | 0.000% | |
10/7/2025 | Channel Wealth LLC | 6,602 | $6.39M | 1.7% | -5.8% | 0.002% | |
10/7/2025 | Defined Wealth Management LLC | 694 | $672K | 0.4% | +4.5% | 0.000% | |
10/7/2025 | ST Germain D J Co. Inc. | 31,851 | $30.84M | 1.2% | +3.8% | 0.008% | |
10/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 101 | $98K | 0.2% | -94.4% | 0.000% | |
10/7/2025 | KFG Wealth Management LLC | 668 | $646K | 0.1% | -13.8% | 0.000% | |
10/7/2025 | Ervin Investment Management LLC | 2,472 | $2.39M | 1.4% | +10.4% | 0.001% | |
10/7/2025 | Salem Investment Counselors Inc. | 7,410 | $7.17M | 0.2% | +1.4% | 0.002% | |
10/7/2025 | Quintet Private Bank Europe S.A. | 320 | $310K | 0.0% | +4.9% | 0.000% | |
10/7/2025 | Sonora Investment Management Group LLC | 1,135 | $1.10M | 0.1% | N/A | 0.000% | |
10/7/2025 | Werlinich Asset Management LLC | 1,960 | $1.90M | 0.9% | +4.3% | 0.000% | |
10/6/2025 | Destiny Wealth Partners LLC | 285 | $276K | 0.0% | +14.0% | 0.000% | |
10/6/2025 | Moody National Bank Trust Division | 487 | $471K | 0.0% | -3.6% | 0.000% | |
10/6/2025 | Fragasso Financial Advisors Inc | 197 | $203K | 0.0% | N/A | 0.000% | |
10/6/2025 | Gradient Investments LLC | 2,744 | $2.66M | 0.0% | +17.0% | 0.001% | |
10/6/2025 | Grove Bank & Trust | 205 | $198K | 0.0% | -16.3% | 0.000% | |
10/6/2025 | Venture Visionary Partners LLC | 1,326 | $1.28M | 0.0% | +57.7% | 0.000% | |
10/6/2025 | Red Spruce Capital LLC | 6,906 | $6.69M | 2.7% | +1.0% | 0.002% | |
10/6/2025 | Nilsine Partners LLC | 503 | $487K | 0.0% | +6.3% | 0.000% | |
10/6/2025 | Martin Capital Partners LLC | 8,559 | $8.29M | 3.2% | -1.1% | 0.002% | |
10/3/2025 | Aaron Wealth Advisors LLC | 2,551 | $2.47M | 0.1% | -6.4% | 0.001% | |
10/3/2025 | West Oak Capital LLC | 3,084 | $2.99M | 1.2% | -0.4% | 0.001% | |
10/2/2025 | Central Pacific Bank Trust Division | 2,630 | $2.55M | 0.3% | -3.9% | 0.001% | |
10/2/2025 | GAMMA Investing LLC | 2,728 | $2.64M | 0.1% | +3.8% | 0.001% | |
10/2/2025 | Bank of New Hampshire | 1,332 | $1.29M | 0.3% | +3.3% | 0.000% | |
10/2/2025 | Armstrong Henry H Associates Inc. | 4,615 | $4.47M | 0.4% | +8.2% | 0.001% | |
10/1/2025 | Park National Corp OH | 420 | $407K | 0.0% | +40.5% | 0.000% | |
9/26/2025 | Corient Private Wealth LLC | 222,488 | $178.30M | 0.3% | +1.8% | 0.057% | |
9/22/2025 | Caldwell Trust Co | 575 | $461K | 0.0% | N/A | 0.000% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 291 | $233K | 0.0% | N/A | 0.000% | |
9/19/2025 | Canal Capital Management LLC | 7,857 | $6.30M | 1.0% | +10.8% | 0.002% | |
9/12/2025 | Valeo Financial Advisors LLC | 2,618 | $2.10M | 0.0% | -5.2% | 0.001% | |
9/11/2025 | Silicon Valley Capital Partners | 70 | $56K | 0.0% | +118.8% | 0.000% | |
9/9/2025 | NWF Advisory Services Inc. | 1,463 | $1.17M | 0.1% | +2.5% | 0.000% | |
9/4/2025 | SevenBridge Financial Group LLC | 1,640 | $1.22M | 0.2% | -5.5% | 0.000% | |
9/3/2025 | American Trust | 1,315 | $1.05M | 0.1% | +11.8% | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 3,090 | $2.48M | 0.1% | -14.1% | 0.001% | |
8/28/2025 | China Universal Asset Management Co. Ltd. | 2,985 | $2.39M | 0.2% | -7.6% | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 16,267 | $13.04M | 0.1% | +3.6% | 0.004% | |
8/26/2025 | Thrivent Financial for Lutherans | 4,650 | $3.72M | 0.0% | +200.4% | 0.001% | |
8/26/2025 | Nautilus Advisors LLC | 652 | $523K | 0.4% | +7.6% | 0.000% | |
8/25/2025 | Promus Capital LLC | 135 | $108K | 0.1% | +57.0% | 0.000% | |
8/25/2025 | BLVD Private Wealth LLC | 252 | $202K | 0.2% | N/A | 0.000% | |
8/20/2025 | Saratoga Research & Investment Management | 75,008 | $60.11M | 3.2% | +0.3% | 0.019% | |
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8/20/2025 | Forefront Wealth Partners LLC | 614 | $492K | 0.3% | -14.4% | 0.000% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 5,389 | $4.32M | 0.2% | N/A | 0.001% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 2,790 | $2.24M | 0.4% | -1.9% | 0.001% | |
8/19/2025 | Marex Group plc | 2,417 | $1.94M | 0.0% | N/A | 0.001% | |
8/19/2025 | MRP Capital Investments LLC | 90 | $72K | 0.0% | N/A | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 4,392 | $3.52M | 0.1% | +76.5% | 0.001% | |
8/19/2025 | Cim LLC | 2,664 | $2.14M | 0.3% | +0.9% | 0.001% | |
8/19/2025 | Anchor Investment Management LLC | 1,282 | $1.03M | 0.1% | -18.9% | 0.000% | |
8/19/2025 | Hohimer Wealth Management LLC | 6,297 | $5.05M | 0.9% | -3.9% | 0.002% | |
8/19/2025 | Campbell Capital Management Inc. | 4,500 | $3.61M | 1.4% | N/A | 0.001% | |