7/11/2025 | Annex Advisory Services LLC | 3,856 | $284K | 0.0% | N/A | 0.000% | |
7/11/2025 | Prosperity Planning Inc. | 31,580 | $2.33M | 0.7% | -6.8% | 0.002% | |
7/11/2025 | Trinity Wealth Management LLC | 11,795 | $868K | 0.3% | +115.9% | 0.001% | |
7/11/2025 | Compass Ion Advisors LLC | 32,346 | $2.38M | 0.3% | +1.9% | 0.002% | |
7/11/2025 | BTC Capital Management Inc. | 771,306 | $56.79M | 4.6% | +4.4% | 0.043% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 3,378 | $249K | 0.2% | N/A | 0.000% | |
7/11/2025 | First PREMIER Bank | 33,538 | $2.47M | 0.6% | -10.6% | 0.002% | |
7/11/2025 | Mallini Complete Financial Planning LLC | 321,817 | $23.70M | 20.7% | +2.5% | 0.018% | |
7/11/2025 | Farther Finance Advisors LLC | 580,607 | $42.75M | 0.9% | -28.8% | 0.033% | |
7/11/2025 | Great Waters Wealth Management | 513,721 | $37.83M | 4.9% | -6.5% | 0.029% | |
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7/11/2025 | Busey Bank | 3,297 | $243K | 0.0% | N/A | 0.000% | |
7/11/2025 | Silver Oak Securities Incorporated | 25,848 | $1.90M | 0.2% | -86.5% | 0.001% | |
7/11/2025 | UMB Bank n.a. | 45,015 | $3.31M | 0.1% | -8.5% | 0.003% | |
7/11/2025 | Adirondack Trust Co. | 5,275 | $388K | 0.1% | +36.1% | 0.000% | |
7/11/2025 | William Howard & Co Financial Advisors Inc | 58,633 | $4.32M | 3.8% | +2.2% | 0.003% | |
7/11/2025 | Pinnacle Bancorp Inc. | 67,792 | $4.99M | 1.5% | +22.4% | 0.004% | |
7/11/2025 | My Legacy Advisors LLC | 3,313 | $242K | 0.1% | N/A | 0.000% | |
7/11/2025 | LongView Wealth Management | 4,326 | $319K | 0.1% | -16.0% | 0.000% | |
7/11/2025 | SeaCrest Wealth Management LLC | 6,516 | $480K | 0.1% | -29.7% | 0.000% | |
7/11/2025 | Bell Bank | 6,369 | $469K | 0.0% | N/A | 0.000% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 4,636 | $341K | 0.0% | -6.6% | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 494,402 | $36.01M | 0.0% | N/A | 0.028% | |
7/11/2025 | Grove Bank & Trust | 93,693 | $6.90M | 0.9% | +0.2% | 0.005% | |
7/11/2025 | Pioneer Wealth Management Group | 20,945 | $1.54M | 0.6% | +10.0% | 0.001% | |
7/10/2025 | Three Seasons Wealth LLC | 22,599 | $1.66M | 0.2% | +80.7% | 0.001% | |
7/10/2025 | Orgel Wealth Management LLC | 1,466,307 | $107.96M | 2.6% | -35.9% | 0.082% | |
7/10/2025 | Ryan Investment Management Inc. | 111,361 | $8.20M | 5.2% | N/A | 0.006% | |
7/10/2025 | Oldfather Financial Services LLC | 32,736 | $2.41M | 0.8% | +20.1% | 0.002% | |
7/10/2025 | Charter Oak Capital Management LLC | 126,464 | $9.31M | 0.8% | -5.1% | 0.007% | |
7/10/2025 | Trust Point Inc. | 41,378 | $3.05M | 0.3% | +8.5% | 0.002% | |
7/10/2025 | Burns J W & Co. Inc. NY | 29,773 | $2.19M | 0.3% | -12.9% | 0.002% | |
7/10/2025 | Worth Asset Management LLC | 37,402 | $2.75M | 1.4% | +24.3% | 0.002% | |
7/10/2025 | Security National Bank | 487 | $36K | 0.0% | -43.4% | 0.000% | |
7/10/2025 | Websterrogers Financial Advisors LLC | 17,173 | $1.26M | 0.4% | +2.3% | 0.001% | |
7/10/2025 | Exchange Traded Concepts LLC | 397,248 | $29.25M | 0.4% | N/A | 0.022% | |
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% | |
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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% | |
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% | |
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% | |
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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% | |