10/6/2025 | Destiny Wealth Partners LLC | 79,902 | $19.42M | 2.4% | +41.9% | 0.001% | |
10/6/2025 | ARS Wealth Advisors Group LLC | 19,923 | $4.84M | 0.5% | -0.4% | 0.000% | |
10/6/2025 | Keb Asset Management LLC | 3,102 | $754K | 0.2% | +10.5% | 0.000% | |
10/6/2025 | Exeter Financial LLC | 12,970 | $3.15M | 1.4% | -0.7% | 0.000% | |
10/6/2025 | Moody National Bank Trust Division | 67,612 | $16.44M | 1.4% | +2.8% | 0.001% | |
10/6/2025 | Searcy Financial Services Inc. ADV | 913 | $222K | 0.1% | N/A | 0.000% | |
10/6/2025 | Old Port Advisors | 15,931 | $3.87M | 1.0% | -0.9% | 0.000% | |
10/6/2025 | Steph & Co. | 989 | $240K | 0.1% | +90.2% | 0.000% | |
10/6/2025 | Fragasso Financial Advisors Inc | 66,445 | $16.30M | 1.0% | -13.4% | 0.001% | |
10/6/2025 | Collective Family Office LLC | 8,999 | $2.19M | 0.5% | -4.0% | 0.000% | |
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10/6/2025 | Puff Wealth Management LLC | 3,730 | $907K | 1.4% | -7.5% | 0.000% | |
10/6/2025 | Gradient Investments LLC | 9,618 | $2.34M | 0.0% | +25.4% | 0.000% | |
10/6/2025 | AssuredPartners Investment Advisors LLC | 44,532 | $10.83M | 2.4% | +2.0% | 0.000% | |
10/6/2025 | City Center Advisors LLC | 1,511 | $367K | 0.4% | +12.3% | 0.000% | |
10/6/2025 | TruWealth Advisors LLC | 15,775 | $3.84M | 0.2% | +4.4% | 0.000% | |
10/6/2025 | Insight Wealth Strategies LLC | 30,614 | $7.44M | 0.9% | -0.5% | 0.000% | |
10/6/2025 | PPS&V Asset Management Consultants Inc. | 1,000 | $243K | 0.1% | N/A | 0.000% | |
10/6/2025 | Ables Iannone Moore & Associates Inc. | 62,272 | $15.14M | 8.7% | -1.3% | 0.001% | |
10/6/2025 | Boltwood Capital Management | 25,996 | $6.32M | 1.7% | +0.5% | 0.000% | |
10/6/2025 | Grove Bank & Trust | 32,968 | $8.02M | 0.9% | -4.1% | 0.000% | |
10/6/2025 | Overbrook Management Corp | 14,249 | $3.46M | 0.6% | -0.7% | 0.000% | |
10/6/2025 | New England Research & Management Inc. | 39,868 | $9.69M | 4.5% | -18.7% | 0.000% | |
10/6/2025 | Clarus Wealth Advisors | 7,311 | $1.79M | 0.8% | -16.8% | 0.000% | |
10/6/2025 | Hickory Point Bank & Trust | 7,732 | $1.88M | 1.4% | -3.6% | 0.000% | |
10/6/2025 | Red Spruce Capital LLC | 62,248 | $15.13M | 6.2% | -4.5% | 0.001% | |
10/6/2025 | Bank & Trust Co | 14,117 | $3.43M | 2.5% | -0.6% | 0.000% | |
10/6/2025 | Strathmore Capital Advisors Inc. | 2,607 | $634K | 0.3% | +3.0% | 0.000% | |
10/6/2025 | Nilsine Partners LLC | 26,720 | $6.50M | 0.6% | +15.7% | 0.000% | |
10/3/2025 | KFA Private Wealth Group LLC | 4,758 | $1.16M | 0.3% | -4.8% | 0.000% | |
10/3/2025 | HCR Wealth Advisors | 97,377 | $23.93M | 2.5% | +2.6% | 0.001% | |
10/3/2025 | Jackson Wealth Management LLC | 58,862 | $14.31M | 1.4% | +34.7% | 0.000% | |
10/3/2025 | Iowa State Bank | 56,842 | $13.82M | 2.6% | +20.1% | 0.000% | |
10/3/2025 | Summit Financial Wealth Advisors LLC | 3,633 | $890K | 0.1% | +49.6% | 0.000% | |
10/3/2025 | Morangie Management LLC | 7,802 | $1.90M | 1.6% | +0.7% | 0.000% | |
10/3/2025 | Aaron Wealth Advisors LLC | 64,760 | $15.74M | 0.9% | +65.5% | 0.001% | |
10/3/2025 | West Oak Capital LLC | 1,970 | $479K | 0.2% | -39.1% | 0.000% | |
10/3/2025 | Shorepoint Capital Partners LLC | 33,657 | $8.18M | 1.6% | N/A | 0.000% | |
10/3/2025 | Breakwater Investment Management | 4,228 | $1.03M | 0.4% | +1.0% | 0.000% | |
10/2/2025 | InvesTrust | 1,115 | $271K | 0.1% | -13.9% | 0.000% | |
10/2/2025 | Boyum Wealth Architects LLC | 1,133 | $275K | 0.2% | N/A | 0.000% | |
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10/2/2025 | Central Pacific Bank Trust Division | 26,961 | $6.55M | 0.8% | +10.0% | 0.000% | |
10/2/2025 | St. Louis Financial Planners Asset Management LLC | 15,653 | $3.81M | 2.5% | +3.5% | 0.000% | |
10/2/2025 | GAMMA Investing LLC | 131,083 | $31.87M | 1.8% | +11.2% | 0.001% | |
10/2/2025 | Bank of New Hampshire | 42,224 | $10.27M | 2.4% | -1.7% | 0.000% | |
10/2/2025 | AHL Investment Management Inc. | 4,953 | $1.20M | 0.8% | -5.9% | 0.000% | |
10/2/2025 | Capital Asset Advisory Services LLC | 59,437 | $14.45M | 0.6% | +2.7% | 0.000% | |
10/2/2025 | McAlister Sweet & Associates Inc. | 34,186 | $8.31M | 6.1% | +2.6% | 0.000% | |
10/2/2025 | Global Wealth Strategies & Associates | 2,449 | $595K | 0.2% | +4.6% | 0.000% | |
10/1/2025 | Park National Corp OH | 353,304 | $85.89M | 2.7% | -4.6% | 0.003% | |
10/1/2025 | Jacobs & Co. CA | 92,738 | $22.54M | 2.2% | -3.0% | 0.001% | |
10/1/2025 | Roxbury Financial LLC | 18,020 | $4.38M | 4.0% | -0.8% | 0.000% | |
10/1/2025 | American National Bank of Texas | 3,043 | $740K | 0.7% | N/A | 0.000% | |
10/1/2025 | First Financial Bank Trust Division | 80,450 | $19.56M | 1.7% | -6.3% | 0.001% | |
10/1/2025 | Farmers Trust Co. | 58,388 | $14.19M | 2.4% | -4.2% | 0.000% | |
10/1/2025 | Neville Rodie & Shaw Inc. | 255,807 | $62.19M | 4.5% | -10.3% | 0.002% | |
10/1/2025 | Hobart Private Capital LLC | 3,505 | $852K | 0.2% | +12.4% | 0.000% | |
9/30/2025 | Rydar Equities Inc. | 23,273 | $4.10M | 3.2% | N/A | 0.000% | |
9/30/2025 | Gilbert Capital Group Inc. | 1,988 | $350K | 0.3% | N/A | 0.000% | |
9/30/2025 | Cullen Capital Management LLC | 8,598 | $1.52M | 0.0% | +6.9% | 0.000% | |
9/29/2025 | Summit Financial Wealth Advisors LLC | 2,428 | $428K | 0.1% | +32.0% | 0.000% | |
9/26/2025 | Corient Private Wealth LLC | 5,118,944 | $902.11M | 1.3% | -1.1% | 0.042% | |
9/26/2025 | Capital A Wealth Management LLC | 672 | $118K | 1.2% | -74.8% | 0.000% | |
9/25/2025 | TradeWell Securities LLC. | 2,880 | $508K | 0.2% | +75.5% | 0.000% | |
9/25/2025 | National Wealth Management Group LLC | 10,258 | $1.81M | 1.0% | -4.2% | 0.000% | |
9/25/2025 | CacheTech Inc. | 18,494 | $3.26M | 0.6% | -4.4% | 0.000% | |
9/25/2025 | Adams Wealth Management | 18,494 | $3.26M | 0.6% | -4.4% | 0.000% | |
9/24/2025 | Texas Permanent School Fund Corp | 461,412 | $81.32M | 0.9% | -31.9% | 0.004% | |
9/23/2025 | RS Crum Inc. | 1,673 | $295K | 0.1% | +11.6% | 0.000% | |
9/23/2025 | Dakota Community Bank & Trust NA | 3,086 | $544K | 2.4% | +11.0% | 0.000% | |
9/22/2025 | Caldwell Trust Co | 132,700 | $23.39M | 2.3% | N/A | 0.001% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 17,335 | $3.06M | 0.5% | -24.7% | 0.000% | |
9/19/2025 | Canal Capital Management LLC | 55,922 | $9.86M | 1.6% | +7.4% | 0.000% | |
9/19/2025 | Base Wealth Management LLC | 1,615 | $285K | 0.2% | +11.0% | 0.000% | |
9/15/2025 | Amiral Gestion | 123,434 | $21.75M | 9.4% | -12.5% | 0.001% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 2,015 | $355K | 0.3% | N/A | 0.000% | |
9/11/2025 | Silicon Valley Capital Partners | 273,797 | $48.25M | 5.0% | -0.9% | 0.002% | |
9/10/2025 | Troy Asset Management Ltd | 3,090,732 | $544.68M | 14.8% | +32.8% | 0.026% | |
9/9/2025 | Cambridge Financial Group LLC | 3,458 | $609K | 0.2% | -20.7% | 0.000% | |
9/8/2025 | Alternative Investment Advisors LLC. | 5,816 | $1.03M | 0.5% | -3.6% | 0.000% | |
9/4/2025 | Reynders McVeigh Capital Management LLC | 258,380 | $45.53M | 2.3% | -0.9% | 0.002% | |
9/4/2025 | SevenBridge Financial Group LLC | 91,075 | $16.05M | 2.9% | -1.9% | 0.001% | |
9/3/2025 | American Trust | 24,751 | $4.36M | 0.4% | +18.2% | 0.000% | |
9/2/2025 | FSC Wealth Advisors LLC | 1,960 | $345K | 0.2% | -13.3% | 0.000% | |
8/29/2025 | Evolution Wealth Management Inc. | 767 | $135K | 0.2% | N/A | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 1,631 | $288K | 0.0% | -5.1% | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 62,773 | $11.06M | 0.6% | -4.3% | 0.001% | |
8/28/2025 | Lavaca Capital LLC | 6,860 | $1.21M | 0.4% | +6.2% | 0.000% | |
8/28/2025 | Midwestern Financial LLC IA | 1,230 | $217K | 0.2% | N/A | 0.000% | |
8/28/2025 | China Universal Asset Management Co. Ltd. | 144,052 | $25.39M | 2.4% | -14.8% | 0.001% | |
8/27/2025 | Tribridge Partners Financial LLC | 1,511 | $266K | 0.2% | N/A | 0.000% | |
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8/27/2025 | Orion Porfolio Solutions LLC | 370,809 | $65.35M | 0.6% | +6.2% | 0.003% | |
8/27/2025 | Seneca Financial Advisors LLC | 1,367 | $241K | 0.1% | -26.0% | 0.000% | |
8/27/2025 | Munro Partners | 475,542 | $83.81M | 2.6% | N/A | 0.004% | |
8/26/2025 | Provident Investment Management Inc. | 7,767 | $1.37M | 0.1% | -11.7% | 0.000% | |
8/26/2025 | Thrivent Financial for Lutherans | 696,563 | $123.01M | 0.3% | -9.6% | 0.006% | |
8/26/2025 | Claris Financial LLC | 6,239 | $1.10M | 0.8% | -8.5% | 0.000% | |
8/26/2025 | MASTERINVEST Kapitalanlage GmbH | 124,612 | $21.96M | 2.3% | N/A | 0.001% | |
8/26/2025 | Nautilus Advisors LLC | 20,706 | $3.65M | 2.7% | +2.8% | 0.000% | |
8/25/2025 | Promus Capital LLC | 12,217 | $2.15M | 1.4% | +15.2% | 0.000% | |
8/25/2025 | Silverlake Wealth Management LLC | 5,487 | $967K | 0.3% | +3.0% | 0.000% | |