10/17/2025 | Oak Harvest Investment Services | 24,861 | $12.88M | 1.5% | +81.9% | 0.000% | |
10/17/2025 | Fortitude Family Office LLC | 6,938 | $3.59M | 1.0% | -1.0% | 0.000% | |
10/17/2025 | Chemung Canal Trust Co. | 48,941 | $25.35M | 5.1% | -1.2% | 0.001% | |
10/17/2025 | Farmers & Merchants Investments Inc. | 259,399 | $134.36M | 3.8% | -5.0% | 0.003% | |
10/17/2025 | Range Financial Group LLC | 3,250 | $1.68M | 0.6% | -2.4% | 0.000% | |
10/17/2025 | Copeland Capital Management LLC | 52,423 | $27.15M | 0.6% | -4.5% | 0.001% | |
10/17/2025 | Fort Washington Investment Advisors Inc. OH | 2,131,519 | $1.10B | 6.0% | +0.4% | 0.029% | |
10/17/2025 | Boston Trust Walden Corp | 1,054,523 | $546.19M | 4.0% | -7.2% | 0.014% | |
10/17/2025 | Plimoth Trust Co. LLC | 52,957 | $27.43M | 6.2% | -2.6% | 0.001% | |
10/17/2025 | Constitution Capital LLC | 121,174 | $62.76M | 29.3% | +7.6% | 0.002% | |
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10/17/2025 | Nixon Peabody Trust Co. | 157,174 | $81.41M | 6.0% | -0.4% | 0.002% | |
10/17/2025 | Atlas Brown Inc. | 23,919 | $12.39M | 3.7% | -0.1% | 0.000% | |
10/17/2025 | Petros Family Wealth LLC | 9,334 | $4.83M | 4.0% | +3.7% | 0.000% | |
10/17/2025 | HM Payson & Co. | 923,990 | $478.58M | 6.9% | -0.6% | 0.012% | |
10/17/2025 | Old North State Wealth Management LLC | 8,195 | $4.26M | 2.0% | +5.1% | 0.000% | |
10/17/2025 | 1900 Wealth Management LLC | 12,965 | $6.72M | 0.5% | +26.8% | 0.000% | |
10/17/2025 | Annex Advisory Services LLC | 121,306 | $62.83M | 1.3% | +4.1% | 0.002% | |
10/17/2025 | Lakeshore Capital Group Inc. | 4,288 | $2.22M | 1.8% | +3.6% | 0.000% | |
10/17/2025 | Goldstone Financial Group LLC | 10,743 | $5.57M | 0.7% | +8.3% | 0.000% | |
10/17/2025 | Carderock Capital Management Inc. | 24,976 | $12.94M | 3.1% | +2.1% | 0.000% | |
10/17/2025 | SS&H Financial Advisors Inc. | 42,398 | $21.96M | 6.7% | -0.1% | 0.001% | |
10/17/2025 | WorthPointe LLC | 2,539 | $1.32M | 0.5% | +2.5% | 0.000% | |
10/17/2025 | Norris Perne & French LLP MI | 229,949 | $119.10M | 8.2% | +1.1% | 0.003% | |
10/17/2025 | Ullmann Wealth Partners Group LLC | 13,897 | $7.20M | 0.8% | +2.9% | 0.000% | |
10/17/2025 | FLC Capital Advisors | 20,191 | $10.46M | 2.0% | -0.2% | 0.000% | |
10/17/2025 | FFG Partners LLC | 2,734 | $1.42M | 0.4% | +2.3% | 0.000% | |
10/17/2025 | Ethic Inc. | 665,975 | $344.94M | 5.7% | -2.8% | 0.009% | |
10/17/2025 | Encompass More Asset Management | 5,595 | $2.90M | 0.6% | +2.7% | 0.000% | |
10/17/2025 | Slocum Gordon & Co LLP | 3,441 | $1.78M | 1.4% | +6.2% | 0.000% | |
10/17/2025 | SRH Advisors LLC | 5,423 | $2.81M | 0.8% | -1.8% | 0.000% | |
10/17/2025 | Mattson Financial Services LLC | 26,033 | $13.48M | 3.2% | +1.4% | 0.000% | |
10/17/2025 | Dumont & Blake Investment Advisors LLC | 29,354 | $15.20M | 3.7% | -1.6% | 0.000% | |
10/17/2025 | Financial Partners Group Inc | 43,820 | $22.70M | 2.8% | +2.1% | 0.001% | |
10/17/2025 | Aquire Wealth Advisors LLC | 807 | $418K | 0.1% | +11.8% | 0.000% | |
10/17/2025 | Traveka Wealth LLC | 12,922 | $6.69M | 3.0% | +0.7% | 0.000% | |
10/17/2025 | Chesapeake Asset Management LLC | 22,874 | $11.85M | 10.5% | -0.3% | 0.000% | |
10/17/2025 | Trademark Financial Management LLC | 4,190 | $2.17M | 1.3% | -4.4% | 0.000% | |
10/17/2025 | Institute for Wealth Management LLC. | 48,168 | $24.95M | 2.6% | -1.3% | 0.001% | |
10/17/2025 | Kavar Capital Partners Group LLC | 40,868 | $21.17M | 2.8% | +0.5% | 0.001% | |
10/17/2025 | Fruth Investment Management | 18,455 | $9.56M | 2.6% | -7.4% | 0.000% | |
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10/17/2025 | Three Seasons Wealth LLC | 88,881 | $46.04M | 4.6% | +0.3% | 0.001% | |
10/17/2025 | Westend Capital Management LLC | 125 | $65K | 0.0% | +71.2% | 0.000% | |
10/17/2025 | Burr Financial Services LLC | 5,442 | $2.82M | 2.1% | +84.0% | 0.000% | |
10/17/2025 | Optivise Advisory Services LLC | 7,566 | $3.92M | 2.3% | +9.8% | 0.000% | |
10/17/2025 | Live Oak Private Wealth LLC | 41,973 | $21.74M | 3.0% | -0.3% | 0.001% | |
10/17/2025 | 5T Wealth LLC | 1,327 | $687K | 0.3% | -2.3% | 0.000% | |
10/17/2025 | KW Wealth Management LLC | 7,448 | $3.86M | 6.6% | N/A | 0.000% | |
10/17/2025 | Warren Street Wealth Advisors LLC | 10,243 | $5.31M | 1.6% | +3.5% | 0.000% | |
10/17/2025 | Archford Capital Strategies LLC | 62,792 | $32.52M | 3.9% | +1.5% | 0.001% | |
10/17/2025 | Marathon Asset Management Ltd | 184,741 | $95.69M | 3.5% | -19.6% | 0.002% | |
10/17/2025 | Coastwise Capital Group LLC | 11,058 | $5.73M | 4.0% | +0.8% | 0.000% | |
10/17/2025 | Regatta Capital Group LLC | 24,546 | $12.71M | 2.0% | +1.6% | 0.000% | |
10/17/2025 | Panoramic Capital Partners LLC | 17,355 | $8.99M | 5.8% | +2.9% | 0.000% | |
10/17/2025 | Schulz Wealth LTD. | 651 | $337K | 0.2% | +18.1% | 0.000% | |
10/17/2025 | Permanent Capital Management LP | 72,416 | $37.51M | 7.0% | N/A | 0.001% | |
10/17/2025 | Sard Wealth Management Group LLC | 4,182 | $2.17M | 1.2% | +13.0% | 0.000% | |
10/17/2025 | Everpar Advisors LLC | 21,548 | $11.16M | 4.4% | +5.2% | 0.000% | |
10/17/2025 | Henrickson Nauta Wealth Advisors Inc. | 3,461 | $1.79M | 0.6% | +8.2% | 0.000% | |
10/17/2025 | Total Wealth Planning LLC | 1,490 | $772K | 0.1% | +25.3% | 0.000% | |
10/17/2025 | Maryland Capital Advisors Inc. | 2,201 | $1.14M | 0.4% | +71.6% | 0.000% | |
10/17/2025 | FSC Wealth Advisors LLC | 3,765 | $1.95M | 1.1% | -0.6% | 0.000% | |
10/17/2025 | Tealwood Asset Management Inc. | 7,756 | $4.02M | 1.6% | +35.5% | 0.000% | |
10/17/2025 | Clune & Associates LTD. | 5,185 | $2.69M | 0.7% | +4.0% | 0.000% | |
10/17/2025 | PineStone Asset Management Inc. | 2,908,036 | $1.51B | 9.4% | -6.6% | 0.039% | |
10/17/2025 | Indiana Trust & Investment Management Co | 10,767 | $5.58M | 1.7% | +4.1% | 0.000% | |
10/17/2025 | Fire Capital Management LLC | 13,741 | $7.12M | 4.1% | +0.8% | 0.000% | |
10/17/2025 | Valley National Advisers Inc. | 38,029 | $19.70M | 3.1% | -14.8% | 0.001% | |
10/17/2025 | Worth Asset Management LLC | 4,875 | $2.53M | 1.1% | -32.2% | 0.000% | |
10/17/2025 | J. L. Bainbridge & Co. Inc. | 318,281 | $164.85M | 13.7% | -1.0% | 0.004% | |
10/17/2025 | Enzi Wealth | 1,804 | $923K | 0.3% | +1.9% | 0.000% | |
10/17/2025 | Sunburst Financial Group LLC | 8,410 | $4.36M | 0.9% | +0.4% | 0.000% | |
10/17/2025 | Kaydan Wealth Management Inc. | 5,124 | $2.65M | 0.8% | -2.0% | 0.000% | |
10/17/2025 | Cahaba Wealth Management Inc. | 11,366 | $5.89M | 0.4% | -1.7% | 0.000% | |
10/17/2025 | Perigon Wealth Management LLC | 168,021 | $87.03M | 1.8% | +5.4% | 0.002% | |
10/17/2025 | Parisi Gray Wealth Management | 26,032 | $13.48M | 3.5% | +0.3% | 0.000% | |
10/17/2025 | Client 1ST Advisory Group LLC | 3,910 | $2.03M | 0.7% | +14.3% | 0.000% | |
10/17/2025 | Peddock Capital Advisors LLC | 12,616 | $6.54M | 1.4% | -3.3% | 0.000% | |
10/17/2025 | Sandbox Financial Partners LLC | 39,982 | $20.71M | 5.9% | +0.3% | 0.001% | |
10/17/2025 | Montgomery Investment Management Inc. | 12,055 | $6.24M | 2.2% | +0.8% | 0.000% | |
10/17/2025 | Sowell Financial Services LLC | 141,291 | $73.18M | 2.8% | -7.9% | 0.002% | |
10/17/2025 | Great Oak Capital Partners LLC | 2,442 | $1.27M | 0.3% | +6.3% | 0.000% | |
10/17/2025 | Sapient Capital LLC | 609,000 | $313.49M | 4.8% | -2.3% | 0.008% | |
10/17/2025 | Thompson Investment Management Inc. | 65,374 | $33.86M | 4.5% | -2.7% | 0.001% | |
10/17/2025 | Lakeridge Wealth Management LLC | 11,474 | $5.94M | 2.6% | -8.5% | 0.000% | |
10/17/2025 | Sovereign Financial Group Inc. | 15,670 | $8.12M | 1.5% | +3.6% | 0.000% | |
10/17/2025 | MKT Advisors LLC | 8,706 | $4.52M | 1.7% | -7.0% | 0.000% | |
10/17/2025 | Mayflower Financial Advisors LLC | 44,555 | $23.08M | 2.2% | +5.2% | 0.001% | |
10/17/2025 | Eagle Bay Advisors LLC | 10,465 | $5.42M | 4.3% | -10.1% | 0.000% | |
10/17/2025 | BankPlus Trust Department | 36,819 | $19.07M | 5.1% | +8.9% | 0.000% | |
10/17/2025 | NovaPoint Capital LLC | 27,910 | $14.46M | 3.5% | +6.0% | 0.000% | |
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10/17/2025 | Alterna Wealth Management Inc. | 1,952 | $1.01M | 0.8% | -36.7% | 0.000% | |
10/17/2025 | Founders Grove Wealth Partners LLC | 15,579 | $8.07M | 1.9% | +6.4% | 0.000% | |
10/17/2025 | Valicenti Advisory Services Inc. | 52,955 | $27.43M | 5.9% | -2.2% | 0.001% | |
10/17/2025 | Bard Financial Services Inc. | 153,584 | $79.55M | 8.7% | +0.9% | 0.002% | |
10/17/2025 | FSM Wealth Advisors LLC | 31,417 | $16.27M | 2.3% | +7.1% | 0.000% | |
10/17/2025 | Apella Capital LLC | 83,743 | $42.84M | 1.0% | +4.9% | 0.001% | |
10/17/2025 | Shaker Investments LLC OH | 16,384 | $8.49M | 3.4% | +103.8% | 0.000% | |
10/17/2025 | Valley Forge Investment Consultants Inc. ADV | 1,349 | $699K | 0.2% | -12.9% | 0.000% | |
10/17/2025 | Banque de Luxembourg S.A. | 40,615 | $21.04M | 10.9% | -4.9% | 0.001% | |
10/17/2025 | Bedrijfstakpensioenfonds Voor DE Media PNO | 140,000 | $72.51M | 8.1% | -8.9% | 0.002% | |