7/9/2025 | Lake Hills Wealth Management LLC | 199 | $266K | 0.2% | N/A | 0.000% | |
7/9/2025 | Sivia Capital Partners LLC | 1,406 | $1.88M | 0.6% | +21.2% | 0.000% | |
7/9/2025 | Intelligence Driven Advisers LLC | 1,199 | $1.61M | 0.2% | -1.2% | 0.000% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 8,181 | $10.96M | 0.3% | -4.8% | 0.002% | |
7/9/2025 | Sarasin & Partners LLP | 99,066 | $132.66M | 1.3% | +436.7% | 0.023% | |
7/9/2025 | Gilman Hill Asset Management LLC | 468 | $627K | 0.1% | +44.4% | 0.000% | |
7/9/2025 | OLIO Financial Planning | 200 | $268K | 0.1% | N/A | 0.000% | |
7/9/2025 | Central Valley Advisors LLC | 1,380 | $1.85M | 0.6% | N/A | 0.000% | |
7/9/2025 | Channel Wealth LLC | 332 | $445K | 0.1% | -5.1% | 0.000% | |
7/9/2025 | DLK Investment Management LLC | 2,344 | $3.14M | 1.2% | +6.2% | 0.001% | |
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7/9/2025 | Pines Wealth Management LLC | 1,130 | $1.47M | 0.5% | +10.5% | 0.000% | |
7/9/2025 | Chesley Taft & Associates LLC | 10,228 | $13.70M | 0.6% | +0.9% | 0.002% | |
7/9/2025 | Sunpointe LLC | 644 | $862K | 0.3% | +1.4% | 0.000% | |
7/9/2025 | Towerpoint Wealth LLC | 296 | $396K | 0.2% | +14.3% | 0.000% | |
7/9/2025 | Sapient Capital LLC | 86,465 | $115.79M | 2.1% | -1.6% | 0.020% | |
7/9/2025 | Procyon Advisors LLC | 5,194 | $6.96M | 0.7% | -76.2% | 0.001% | |
7/9/2025 | Biltmore Wealth Management LLC | 509 | $682K | 0.3% | -9.6% | 0.000% | |
7/9/2025 | Pallas Capital Advisors LLC | 6,066 | $8.12M | 0.3% | +83.3% | 0.001% | |
7/9/2025 | GSG Advisors LLC | 298 | $399K | 0.1% | +7.6% | 0.000% | |
7/9/2025 | Tounjian Advisory Partners LLC | 6,368 | $8.53M | 1.5% | -1.6% | 0.001% | |
7/9/2025 | Gateway Investment Advisers LLC | 91,683 | $122.78M | 1.3% | -8.7% | 0.022% | |
7/9/2025 | Baron Wealth Management LLC | 1,333 | $1.79M | 0.6% | +5.2% | 0.000% | |
7/9/2025 | David J Yvars Group | 2,856 | $3.83M | 2.2% | +10.5% | 0.001% | |
7/9/2025 | Westbourne Investments Inc. | 3,740 | $5.01M | 2.7% | +55.3% | 0.001% | |
7/9/2025 | Fermata Advisors LLC | 294 | $394K | 0.1% | -63.5% | 0.000% | |
7/9/2025 | Aaron Wealth Advisors LLC | 2,784 | $3.73M | 0.4% | +4.6% | 0.001% | |
7/9/2025 | Financiere des Professionnels Fonds d investissement inc. | 3,774 | $5.05M | 0.3% | N/A | 0.001% | |
7/9/2025 | Keystone Wealth Services LLC | 531 | $711K | 0.2% | -2.0% | 0.000% | |
7/9/2025 | Divergent Planning LLC | 252 | $337K | 0.1% | +5.0% | 0.000% | |
7/9/2025 | Thrive Wealth Management LLC | 727 | $974K | 0.2% | +17.3% | 0.000% | |
7/9/2025 | Balefire LLC | 860 | $1.15M | 0.3% | +75.2% | 0.000% | |
7/9/2025 | New England Research & Management Inc. | 1,361 | $1.82M | 0.9% | -35.9% | 0.000% | |
7/9/2025 | Harbor Capital Advisors Inc. | 8,188 | $10.97M | 0.5% | -0.6% | 0.002% | |
7/9/2025 | Fragasso Financial Advisors Inc | 2,944 | $3.94M | 0.3% | -34.9% | 0.001% | |
7/9/2025 | Fiduciary Alliance LLC | 5,217 | $6.99M | 0.5% | +36.2% | 0.001% | |
7/9/2025 | First Bank & Trust | 2,144 | $2.87M | 0.5% | +11.7% | 0.001% | |
7/9/2025 | Market Street Wealth Management Advisors LLC | 202 | $271K | 0.0% | N/A | 0.000% | |
7/9/2025 | Shore Point Advisors LLC | 168 | $225K | 0.1% | N/A | 0.000% | |
7/9/2025 | Triumph Capital Management | 339 | $454K | 0.1% | -8.4% | 0.000% | |
7/9/2025 | PPS&V Asset Management Consultants Inc. | 202 | $271K | 0.2% | N/A | 0.000% | |
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7/9/2025 | Central Bank & Trust Co. | 3,221 | $4.31M | 0.7% | -8.1% | 0.001% | |
7/9/2025 | Pacific Capital Wealth Advisors Inc. | 345 | $445K | 0.1% | -6.3% | 0.000% | |
7/9/2025 | Veracity Capital LLC | 563 | $754K | 0.3% | +3.9% | 0.000% | |
7/9/2025 | Lifestyle Asset Management Inc. | 1,460 | $1.96M | 0.9% | +257.0% | 0.000% | |
7/9/2025 | MFG Wealth Management Inc. | 1,272 | $1.70M | 1.4% | N/A | 0.000% | |
7/9/2025 | Bay Rivers Group | 3,586 | $4.80M | 2.2% | -2.2% | 0.001% | |
7/9/2025 | Riversedge Advisors LLC | 435 | $583K | 0.1% | +13.9% | 0.000% | |
7/9/2025 | Connective Portfolio Management LLC | 900 | $1.21M | 2.6% | N/A | 0.000% | |
7/9/2025 | Westmount Partners LLC | 2,973 | $3.98M | 1.1% | -6.6% | 0.001% | |
7/9/2025 | Beacon Financial Group | 900 | $1.21M | 0.1% | +6.3% | 0.000% | |
7/9/2025 | Burr Financial Services LLC | 3,250 | $4.35M | 3.7% | +10.7% | 0.001% | |
7/9/2025 | Reyes Financial Architecture Inc. | 629 | $842K | 0.7% | +21.0% | 0.000% | |
7/9/2025 | Presidio Capital Management LLC | 159 | $213K | 0.1% | -56.0% | 0.000% | |
7/9/2025 | Czech National Bank | 104,015 | $139.29M | 1.1% | +5.9% | 0.024% | |
7/9/2025 | Livforsakringsbolaget Skandia Omsesidigt | 14,901 | $19.95M | 0.0% | +20.2% | 0.004% | |
7/9/2025 | Sandy Cove Advisors LLC | 1,338 | $1.79M | 0.6% | +1.3% | 0.000% | |
7/9/2025 | Sandbox Financial Partners LLC | 454 | $608K | 0.2% | +23.7% | 0.000% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 2,456 | $3.29M | 0.1% | +19.0% | 0.001% | |
7/8/2025 | Range Financial Group LLC | 2,755 | $3.69M | 1.4% | +187.9% | 0.001% | |
7/8/2025 | Strategic Advocates LLC | 2,870 | $3.84M | 1.1% | +4.0% | 0.001% | |
7/8/2025 | Little House Capital LLC | 3,721 | $4.98M | 1.2% | +39.8% | 0.001% | |
7/8/2025 | IAM Advisory LLC | 1,695 | $2.27M | 0.5% | -0.9% | 0.000% | |
7/8/2025 | Everpar Advisors LLC | 1,861 | $2.49M | 1.1% | +3.2% | 0.000% | |
7/8/2025 | Parisi Gray Wealth Management | 239 | $320K | 0.1% | N/A | 0.000% | |
7/8/2025 | Northstar Advisory Group LLC | 4,986 | $6.68M | 3.3% | +4.4% | 0.001% | |
7/8/2025 | Arlington Trust Co LLC | 1,283 | $1.72M | 0.3% | -1.5% | 0.000% | |
7/8/2025 | Davis Investment Partners LLC | 297 | $384K | 0.1% | +4.9% | 0.000% | |
7/8/2025 | Braun Bostich & Associates Inc. | 438 | $587K | 0.4% | -17.0% | 0.000% | |
7/8/2025 | Ransom Advisory Ltd | 35 | $47K | 0.0% | N/A | 0.000% | |
7/8/2025 | Atlas Brown Inc. | 1,847 | $2.47M | 0.8% | -2.7% | 0.000% | |
7/8/2025 | Advance Capital Management Inc. | 494 | $662K | 0.0% | -37.8% | 0.000% | |
7/8/2025 | Granite Bay Wealth Management LLC | 264 | $354K | 0.1% | -39.3% | 0.000% | |
7/8/2025 | Webster Bank N. A. | 2,540 | $3.40M | 0.4% | +1.6% | 0.001% | |
7/8/2025 | MRA Advisory Group | 919 | $1.23M | 0.6% | +28.4% | 0.000% | |
7/8/2025 | Richard P Slaughter Associates Inc | 1,218 | $1.63M | 0.3% | +12.2% | 0.000% | |
7/8/2025 | Allen Mooney & Barnes Investment Advisors LLC | 153 | $205K | 0.0% | N/A | 0.000% | |
7/8/2025 | Paladin Wealth LLC | 789 | $1.06M | 0.8% | -8.0% | 0.000% | |
7/8/2025 | Goldstone Financial Group LLC | 1,032 | $1.34M | 0.2% | +13.4% | 0.000% | |
7/8/2025 | NBC Securities Inc. | 3,242 | $4.34M | 0.4% | -31.3% | 0.001% | |
7/8/2025 | Apella Capital LLC | 1,522 | $1.96M | 0.1% | +9.4% | 0.000% | |
7/8/2025 | Lingohr Asset Management GmbH | 672 | $900K | 1.6% | -91.5% | 0.000% | |
7/8/2025 | Boltwood Capital Management | 243 | $325K | 0.1% | N/A | 0.000% | |
7/8/2025 | Legacy Private Trust Co. | 2,916 | $3.91M | 0.3% | -3.7% | 0.001% | |
7/8/2025 | Gradient Investments LLC | 25,456 | $34.09M | 0.6% | -4.9% | 0.006% | |
7/8/2025 | E. Ohman J or Asset Management AB | 5,344 | $7.16M | 0.2% | -3.5% | 0.001% | |
7/8/2025 | Mirabaud & Cie SA | 2,460 | $3.30M | 1.0% | -29.0% | 0.001% | |
7/8/2025 | GK Wealth Management LLC | 885 | $1.19M | 1.1% | +52.6% | 0.000% | |
7/8/2025 | Gallacher Capital Management LLC | 500 | $670K | 0.3% | +98.4% | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 29,351 | $39.31M | 0.8% | +2.7% | 0.007% | |
7/7/2025 | O Connor Financial Group LLC | 168 | $218K | 0.1% | N/A | 0.000% | |
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7/7/2025 | Trust Co. of Oklahoma | 629 | $842K | 0.3% | +123.8% | 0.000% | |
7/7/2025 | Park Edge Advisors LLC | 1,998 | $2.68M | 0.7% | +12.1% | 0.000% | |
7/7/2025 | Fox Hill Wealth Management | 5,523 | $7.40M | 3.8% | -3.2% | 0.001% | |
7/7/2025 | Capital Asset Advisory Services LLC | 698 | $903K | 0.0% | +16.1% | 0.000% | |
7/7/2025 | Wesbanco Bank Inc. | 12,698 | $17.00M | 0.5% | +10.2% | 0.003% | |
7/7/2025 | HMS Capital Management LLC | 2,851 | $3.82M | 1.7% | -2.3% | 0.001% | |
7/7/2025 | Verde Capital Management | 5,027 | $6.73M | 1.7% | +2.2% | 0.001% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 550 | $737K | 0.2% | -45.7% | 0.000% | |
7/7/2025 | Enterprise Bank & Trust Co | 189 | $253K | 0.1% | -14.1% | 0.000% | |
7/7/2025 | Zevenbergen Capital Investments LLC | 118,732 | $159.00M | 3.1% | -13.3% | 0.028% | |