7/10/2025 | Cypress Point Wealth Management LLC | 23,636 | $1.74M | 0.4% | +4.9% | 0.001% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 24,310 | $1.78M | 0.0% | -26.5% | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,513,380 | $110.60M | 0.2% | +0.8% | 0.085% | |
7/10/2025 | Bath Savings Trust Co | 26,854 | $1.98M | 0.2% | +1.8% | 0.002% | |
7/10/2025 | Wedmont Private Capital | 8,409 | $615K | 0.0% | +2.9% | 0.000% | |
7/10/2025 | Tompkins Financial Corp | 289,461 | $21.31M | 2.0% | +9.2% | 0.016% | |
7/10/2025 | Stonekeep Investments LLC | 72,445 | $5.33M | 3.6% | +5.0% | 0.004% | |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 832,511 | $61.30M | 0.6% | +34.9% | 0.047% | |
7/10/2025 | Brooklyn FI LLC | 100,117 | $7.37M | 1.9% | +6.8% | 0.006% | |
7/10/2025 | Signal Advisors Wealth LLC | 59,197 | $4.36M | 0.3% | -1.0% | 0.003% | |
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7/10/2025 | Focus Financial Network Inc. | 57,381 | $4.23M | 0.2% | -2.7% | 0.003% | |
7/10/2025 | Sovran Advisors LLC | 71,556 | $5.21M | 0.5% | +219.9% | 0.004% | |
7/9/2025 | Breakwater Investment Management | 156,637 | $11.53M | 4.5% | -12.9% | 0.009% | |
7/9/2025 | Aurelius Family Office LLC | 103,758 | $7.64M | 3.6% | -1.5% | 0.006% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 487,087 | $35.86M | 1.1% | -5.0% | 0.027% | |
7/9/2025 | Sarasin & Partners LLP | 61,366 | $4.52M | 0.0% | -6.7% | 0.003% | |
7/9/2025 | Gilman Hill Asset Management LLC | 2,857 | $210K | 0.0% | N/A | 0.000% | |
7/9/2025 | Archer Investment Management LLC | 3,870 | $285K | 0.2% | -24.1% | 0.000% | |
7/9/2025 | PFW Advisors LLC | 81,510 | $6.00M | 1.8% | -1.3% | 0.005% | |
7/9/2025 | Chesley Taft & Associates LLC | 59,440 | $4.38M | 0.2% | +5.6% | 0.003% | |
7/9/2025 | Taylor Hoffman Capital Management LLC | 50,282 | $3.70M | 1.3% | -2.4% | 0.003% | |
7/9/2025 | Graves Light Lenhart Wealth Inc. | 123,674 | $9.11M | 1.1% | +3.6% | 0.007% | |
7/9/2025 | FOCUS Wealth Advisors LLC | 215,422 | $15.86M | 8.2% | +0.2% | 0.012% | |
7/9/2025 | Fermata Advisors LLC | 5,248 | $386K | 0.1% | -22.8% | 0.000% | |
7/9/2025 | Financiere des Professionnels Fonds d investissement inc. | 400,700 | $29.50M | 1.8% | N/A | 0.022% | |
7/9/2025 | Hardin Capital Partners LLC | 12,850 | $942K | 0.6% | +4.5% | 0.001% | |
7/9/2025 | Alesco Advisors LLC | 1,971,352 | $145.15M | 4.2% | +5.9% | 0.110% | |
7/9/2025 | Fragasso Financial Advisors Inc | 65,235 | $4.80M | 0.3% | -4.8% | 0.004% | |
7/9/2025 | Fiduciary Alliance LLC | 4,792 | $353K | 0.0% | N/A | 0.000% | |
7/9/2025 | Bank of New Hampshire | 10,493 | $773K | 0.2% | +197.8% | 0.001% | |
7/9/2025 | Exchange Bank | 43,229 | $3.18M | 2.5% | -6.1% | 0.002% | |
7/9/2025 | Market Street Wealth Management Advisors LLC | 66,760 | $4.92M | 0.8% | +3.4% | 0.004% | |
7/9/2025 | Parkside Advisors LLC | 25,754 | $1.90M | 0.4% | -3.6% | 0.001% | |
7/9/2025 | Triumph Capital Management | 109,133 | $8.04M | 2.4% | +2.7% | 0.006% | |
7/9/2025 | Hiley Hunt Wealth Management | 49,160 | $3.58M | 1.8% | -2.4% | 0.003% | |
7/9/2025 | Pacific Capital Wealth Advisors Inc. | 867,313 | $63.18M | 11.6% | -14.3% | 0.049% | |
7/9/2025 | Christopher J. Hasenberg Inc | 77,092 | $5.68M | 2.1% | +6.4% | 0.004% | |
7/9/2025 | Brand Asset Management Group Inc. | 5,823 | $429K | 0.2% | +4.1% | 0.000% | |
7/9/2025 | Clarus Wealth Advisors | 69,727 | $5.08M | 2.3% | -61.3% | 0.004% | |
7/9/2025 | Lifestyle Asset Management Inc. | 5,244 | $386K | 0.2% | N/A | 0.000% | |
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7/9/2025 | Riversedge Advisors LLC | 586,553 | $43.19M | 8.4% | +6.5% | 0.033% | |
7/9/2025 | Reyes Financial Architecture Inc. | 2,747 | $202K | 0.2% | +272.2% | 0.000% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 66,130 | $4.87M | 0.1% | +9.1% | 0.004% | |
7/9/2025 | WealthCare Investment Partners LLC | 18,627 | $1.36M | 0.5% | +2.7% | 0.001% | |
7/8/2025 | Little House Capital LLC | 2,784 | $205K | 0.1% | -47.9% | 0.000% | |
7/8/2025 | Everpar Advisors LLC | 3,333 | $245K | 0.1% | N/A | 0.000% | |
7/8/2025 | Beacon Wealthcare LLC | 8,954 | $659K | 0.2% | -13.5% | 0.001% | |
7/8/2025 | Webster Bank N. A. | 21,010 | $1.55M | 0.2% | -2.1% | 0.001% | |
7/8/2025 | Apella Capital LLC | 1,534,506 | $111.77M | 3.0% | +2.3% | 0.086% | |
7/8/2025 | Legacy Private Trust Co. | 44,026 | $3.24M | 0.2% | -3.4% | 0.002% | |
7/8/2025 | Charis Legacy Partners LLC | 45,513 | $3.35M | 5.5% | +3.7% | 0.003% | |
7/8/2025 | Twele Capital Management Inc. | 649,370 | $47.81M | 9.5% | +6.2% | 0.036% | |
7/8/2025 | Parallel Advisors LLC | 54,668 | $4.03M | 0.1% | +6.1% | 0.003% | |
7/7/2025 | Horizons Wealth Management | 77,590 | $5.71M | 4.1% | +1.1% | 0.004% | |
7/7/2025 | Veery Capital LLC | 252,860 | $18.62M | 6.4% | +4.5% | 0.014% | |
7/7/2025 | Accelerate Investment Advisors LLC | 23,802 | $1.75M | 1.3% | +1.4% | 0.001% | |
7/7/2025 | Capital Asset Advisory Services LLC | 299,078 | $21.93M | 1.0% | -1.7% | 0.017% | |
7/7/2025 | Wesbanco Bank Inc. | 316,222 | $23.28M | 0.7% | +40.1% | 0.018% | |
7/7/2025 | Kings Path Partners LLC | 18,144 | $1.34M | 0.5% | -61.6% | 0.001% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 6,115 | $450K | 0.1% | -5.9% | 0.000% | |
7/7/2025 | Good Steward Wealth Advisors LLC | 51,609 | $3.80M | 3.0% | +6.1% | 0.003% | |
7/7/2025 | Global Wealth Strategies & Associates | 374,627 | $27.58M | 7.9% | -2.2% | 0.021% | |
7/7/2025 | First Citizens Financial Corp | 20,728 | $1.53M | 0.8% | +2.1% | 0.001% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,616 | $266K | 0.0% | +6.2% | 0.000% | |
7/7/2025 | Salem Investment Counselors Inc. | 2,245 | $165K | 0.0% | +59.8% | 0.000% | |
7/7/2025 | Aletheian Wealth Advisors LLC | 299,776 | $22.07M | 10.9% | +3.2% | 0.017% | |
7/7/2025 | Discipline Wealth Solutions LLC | 7,888 | $581K | 0.2% | +102.4% | 0.000% | |
7/7/2025 | Centurion Wealth Management LLC | 16,337 | $1.20M | 0.3% | -11.4% | 0.001% | |
7/7/2025 | Taylor & Morgan Wealth Management LLC | 9,145 | $673K | 0.5% | -2.9% | 0.001% | |
7/3/2025 | Garde Capital Inc. | 1,502,328 | $110.62M | 5.8% | -4.1% | 0.086% | |
7/3/2025 | McLean Asset Management Corp | 10,559 | $774K | 0.2% | +5.7% | 0.001% | |
7/3/2025 | Stairway Partners LLC | 2,102,885 | $154.84M | 8.8% | +2.9% | 0.120% | |
7/2/2025 | Boston Standard Wealth Management LLC | 854,729 | $62.93M | 11.3% | +17.8% | 0.049% | |
7/2/2025 | HBW Advisory Services LLC | 18,421 | $1.36M | 0.2% | -15.0% | 0.001% | |
7/2/2025 | Marotta Asset Management | 26,310 | $1.94M | 0.4% | +10.5% | 0.002% | |
7/1/2025 | Private Client Services LLC | 46,173 | $3.40M | 1.3% | +75.3% | 0.003% | |
7/1/2025 | BancFirst Trust & Investment Management | 158,620 | $11.63M | 5.4% | -14.5% | 0.009% | |
6/20/2025 | Real Talk Capital LLC | 90,187 | $6.63M | 8.9% | -0.8% | 0.005% | |
6/6/2025 | eCIO Inc. | 11,915 | $875K | 0.3% | N/A | 0.001% | |
6/6/2025 | Blue Oak Capital LLC | 23,857 | $1.75M | 1.0% | +80.1% | 0.001% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 6,734,159 | $494.62M | 24.2% | +7.4% | 0.386% | |
6/3/2025 | Invst LLC | 7,894 | $580K | 0.1% | +169.2% | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 76,166 | $5.59M | 0.2% | -6.2% | 0.004% | |
5/29/2025 | Parkshore Wealth Management Inc. | 4,234 | $311K | 0.2% | -43.5% | 0.000% | |
5/29/2025 | Plum Street Advisors LLC | 25,235 | $1.85M | 0.9% | -10.5% | 0.001% | |
5/29/2025 | Apeiron RIA LLC | 19,972 | $1.47M | 0.4% | +6.9% | 0.001% | |
5/28/2025 | Jones Financial Companies Lllp | 3,346,454 | $245.38M | 0.2% | +4.9% | 0.192% | |
5/28/2025 | Addison Capital Co | 153,776 | $11.30M | 4.4% | +20.5% | 0.009% | |
5/27/2025 | Jacobi Capital Management LLC | 109,673 | $8.06M | 0.6% | -3.4% | 0.006% | |
5/21/2025 | Indiana Trust & Investment Management Co | 3,003 | $221K | 0.1% | +29,930.0% | 0.000% | |
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5/21/2025 | Main Line Retirement Advisors LLC | 119,538 | $8.78M | 5.7% | +1.8% | 0.007% | |
5/21/2025 | McAdam LLC | 9,982 | $733K | 0.0% | +5.4% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 286,607 | $21.05M | 0.7% | +61.2% | 0.016% | |
5/20/2025 | Belpointe Asset Management LLC | 8,246 | $606K | 0.0% | -18.1% | 0.000% | |
5/20/2025 | Tenret Co LLC | 38,096 | $2.80M | 1.7% | +13.9% | 0.002% | |
5/20/2025 | Fortis Capital Advisors LLC | 4,352 | $320K | 0.1% | +42.0% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 984,273 | $72.30M | 0.2% | +1.9% | 0.056% | |
5/20/2025 | Integrity Alliance LLC. | 16,397 | $1.20M | 0.0% | N/A | 0.001% | |
5/20/2025 | Glenview Trust co | 130,587 | $9.59M | 0.2% | +8.6% | 0.007% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 10,350 | $760K | 0.6% | +8.5% | 0.001% | |