7/24/2025 | Trust Co. of Toledo NA OH | 1,952 | $155K | 0.0% | N/A | 0.000% | |
7/24/2025 | JNBA Financial Advisors | 55,445 | $4.41M | 0.4% | +1.9% | 0.013% | |
7/24/2025 | Agate Pass Investment Management LLC | 33,464 | $2.66M | 1.1% | +4.8% | 0.008% | |
7/24/2025 | Brucke Financial Inc. | 33,843 | $2.69M | 1.9% | +7.2% | 0.008% | |
7/24/2025 | PDS Planning Inc | 16,711 | $1.33M | 0.1% | -7.5% | 0.004% | |
7/24/2025 | Blue Trust Inc. | 60,966 | $4.85M | 0.1% | +0.7% | 0.014% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 130,250 | $10.36M | 0.3% | +8.4% | 0.030% | |
7/24/2025 | Endeavor Private Wealth Inc. | 5,867 | $466K | 0.2% | -58.8% | 0.001% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 442,181 | $35.15M | 3.3% | +1.1% | 0.102% | |
7/24/2025 | Ridgeline Wealth Planning LLC | 11,098 | $882K | 0.7% | -8.5% | 0.003% | |
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7/24/2025 | NavPoint Financial Inc. | 47,796 | $3.80M | 2.3% | +11.5% | 0.011% | |
7/24/2025 | Baskin Financial Services Inc. | 307,487 | $24.45M | 1.8% | +0.4% | 0.071% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 76,704 | $6.10M | 0.5% | -3.1% | 0.018% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 3,563 | $283K | 0.0% | -18.4% | 0.001% | |
7/24/2025 | Coordinated Financial Services Inc. | 7,155 | $569K | 0.4% | N/A | 0.002% | |
7/24/2025 | Morton Brown Family Wealth LLC | 52,016 | $4.14M | 1.3% | +3.9% | 0.012% | |
7/24/2025 | Beacon Bridge Wealth Partners LLC | 8,092 | $643K | 0.3% | -38.7% | 0.002% | |
7/24/2025 | Stonebridge Financial Group LLC | 5,973 | $475K | 0.0% | -17.5% | 0.001% | |
7/24/2025 | IFP Advisors Inc | 57,660 | $4.58M | 0.1% | +14.0% | 0.013% | |
7/24/2025 | Blair William & Co. IL | 30,523 | $2.43M | 0.0% | -10.2% | 0.007% | |
7/24/2025 | Grand Wealth Management LLC | 62,837 | $5.00M | 2.6% | -2.5% | 0.015% | |
7/24/2025 | MFA Wealth Services | 15,805 | $1.26M | 0.9% | +1.8% | 0.004% | |
7/24/2025 | Leo Wealth LLC | 5,233 | $416K | 0.0% | +25.2% | 0.001% | |
7/24/2025 | US Bancorp DE | 22,734 | $1.81M | 0.0% | -10.2% | 0.005% | |
7/24/2025 | Insight Inv LLC | 31,668 | $2.52M | 1.7% | -0.9% | 0.007% | |
7/23/2025 | Columbus Macro LLC | 3,894 | $310K | 0.0% | -70.6% | 0.001% | |
7/23/2025 | SpringVest Wealth Management LLC | 109,117 | $8.68M | 7.0% | +0.5% | 0.025% | |
7/23/2025 | Vontobel Holding Ltd. | 18,743 | $1.49M | 0.0% | -4.1% | 0.004% | |
7/23/2025 | AMI Investment Management Inc. | 444,408 | $35.33M | 9.1% | +99.8% | 0.103% | |
7/23/2025 | First Merchants Corp | 3,634 | $289K | 0.0% | -12.1% | 0.001% | |
7/23/2025 | Massachusetts Wealth Management | 59,892 | $4.76M | 2.7% | -1.2% | 0.014% | |
7/23/2025 | Clear Creek Financial Management LLC | 5,908 | $470K | 0.0% | +22.4% | 0.001% | |
7/23/2025 | Bar Harbor Wealth Management | 71,730 | $5.70M | 0.4% | -6.1% | 0.017% | |
7/23/2025 | IMZ Advisory Inc | 108,976 | $8.63M | 3.5% | +4.5% | 0.025% | |
7/23/2025 | Ignite Planners LLC | 6,575 | $521K | 0.1% | +16.0% | 0.002% | |
7/23/2025 | ETF Portfolio Partners Inc. | 100,171 | $7.96M | 2.2% | +5.3% | 0.023% | |
7/23/2025 | Valmark Advisers Inc. | 159,467 | $12.68M | 0.2% | +0.3% | 0.037% | |
7/23/2025 | Axos Invest Inc. | 41,021 | $3.26M | 2.5% | -2.8% | 0.009% | |
7/23/2025 | Bear Mountain Capital Inc. | 256,434 | $20.32M | 7.3% | +0.1% | 0.059% | |
7/23/2025 | NBT Bank N A NY | 113,065 | $8.99M | 0.6% | +0.7% | 0.026% | |
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7/23/2025 | Madden Advisory Services Inc. | 34,171 | $2.72M | 1.2% | +9.1% | 0.008% | |
7/23/2025 | Proffitt & Goodson Inc. | 532,006 | $42.29M | 6.4% | +1.3% | 0.123% | |
7/23/2025 | Sax Wealth Advisors LLC | 9,916 | $788K | 0.0% | -15.1% | 0.002% | |
7/23/2025 | WestEnd Advisors LLC | 1,235,020 | $98.19M | 2.4% | -9.1% | 0.285% | |
7/23/2025 | Friedenthal Financial | 70,687 | $5.62M | 3.1% | +339.9% | 0.016% | |
7/23/2025 | DMC Group LLC | 3,757 | $299K | 0.2% | N/A | 0.001% | |
7/23/2025 | Wealth Management Nebraska | 213,099 | $16.92M | 2.4% | -7.3% | 0.049% | |
7/23/2025 | TriaGen Wealth Management LLC | 49,318 | $3.92M | 1.2% | +5.4% | 0.011% | |
7/23/2025 | Roundview Capital LLC | 133,161 | $10.59M | 0.7% | +2.9% | 0.031% | |
7/23/2025 | Stephen J. Garry & Associates LLC | 35,779 | $2.84M | 2.5% | -5.9% | 0.008% | |
7/23/2025 | Pillar Financial Advisors LLC | 10,492 | $834K | 0.6% | -7.0% | 0.002% | |
7/23/2025 | Meitav Investment House Ltd. | 59,356 | $4.72M | 0.1% | -17.1% | 0.014% | |
7/23/2025 | Tcfg Wealth Management LLC | 6,039 | $480K | 0.2% | +2.5% | 0.001% | |
7/23/2025 | Roberts Wealth Advisors LLC | 3,244 | $258K | 0.1% | -64.3% | 0.001% | |
7/23/2025 | Country Club Bank | 78,997 | $6.27M | 0.4% | -3.5% | 0.018% | |
7/23/2025 | Motiv8 Investments LLC | 9,726 | $773K | 0.5% | -7.2% | 0.002% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 6,656 | $529K | 0.0% | -87.0% | 0.002% | |
7/22/2025 | D.B. Root & Company LLC | 29,862 | $2.37M | 0.7% | -45.0% | 0.007% | |
7/22/2025 | Belpointe Asset Management LLC | 69,399 | $5.52M | 0.2% | +13.2% | 0.016% | |
7/22/2025 | Berkshire Money Management Inc. | 18,001 | $1.43M | 0.2% | +202.3% | 0.004% | |
7/22/2025 | Valeo Financial Advisors LLC | 1,201,245 | $95.50M | 0.3% | -2.6% | 0.278% | |
7/22/2025 | DAVENPORT & Co LLC | 776,368 | $61.72M | 0.3% | +2.6% | 0.179% | |
7/22/2025 | Woodmont Investment Counsel LLC | 17,261 | $1.37M | 0.1% | -2.6% | 0.004% | |
7/22/2025 | Global Assets Advisory LLC | 4,468 | $354K | 0.1% | -63.8% | 0.001% | |
7/22/2025 | Grimes & Company Inc. | 4,002 | $318K | 0.0% | +7.4% | 0.001% | |
7/22/2025 | Merit Financial Group LLC | 71,821 | $5.71M | 0.1% | -6.6% | 0.017% | |
7/22/2025 | Verus Wealth Management LLC | 30,632 | $2.44M | 2.4% | +4.1% | 0.007% | |
7/22/2025 | Marietta Wealth Management LLC | 42,579 | $3.39M | 0.4% | +2.2% | 0.010% | |
7/22/2025 | Simplicity Wealth LLC | 25,100 | $2.00M | 0.1% | +71.2% | 0.006% | |
7/22/2025 | OLD National Bancorp IN | 369,000 | $29.34M | 0.5% | +8.1% | 0.085% | |
7/22/2025 | Wealthcare Capital Partners LLC | 3,787 | $301K | 0.2% | N/A | 0.001% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 18,531 | $1.47M | 0.0% | +107.8% | 0.004% | |
7/22/2025 | MGO Private Wealth LLC | 5,491 | $437K | 0.3% | -17.7% | 0.001% | |
7/22/2025 | Berger Financial Group Inc | 8,002 | $636K | 0.0% | -11.0% | 0.002% | |
7/22/2025 | BridgePort Financial Solutions LLC | 16,429 | $1.31M | 0.4% | +23.1% | 0.004% | |
7/22/2025 | Compass Financial Group INC SD | 7,655 | $609K | 0.1% | -4.6% | 0.002% | |
7/22/2025 | Strid Group LLC | 2,788 | $222K | 0.0% | -23.9% | 0.001% | |
7/22/2025 | Checchi Capital Advisers LLC | 127,722 | $10.15M | 0.6% | -5.5% | 0.030% | |
7/22/2025 | Penobscot Investment Management Company Inc. | 3,390 | $270K | 0.0% | -24.5% | 0.001% | |
7/22/2025 | Windward Private Wealth Management Inc. | 43,984 | $3.50M | 1.3% | -1.8% | 0.010% | |
7/22/2025 | Wells Trecaso Financial Group LLC | 19,660 | $1.56M | 0.5% | +1.9% | 0.005% | |
7/22/2025 | Bank Hapoalim BM | 16,230 | $1.29M | 0.2% | +0.8% | 0.004% | |
7/21/2025 | Tilia Fiduciary Partners Inc. | 8,377 | $666K | 0.4% | +9.1% | 0.002% | |
7/21/2025 | Ameriflex Group Inc. | 2,945 | $234K | 0.1% | -5.4% | 0.001% | |
7/21/2025 | Trellis Wealth Advisors LLC | 74,226 | $5.90M | 2.6% | -0.8% | 0.017% | |
7/21/2025 | ZWJ Investment Counsel Inc. | 6,059 | $482K | 0.0% | -8.7% | 0.001% | |
7/21/2025 | Wallington Asset Management LLC | 7,250 | $576K | 0.1% | -79.9% | 0.002% | |
7/21/2025 | Life Planning Partners Inc | 3,466 | $276K | 0.2% | -4.7% | 0.001% | |
7/21/2025 | Sage Financial Management Group Inc. | 130,493 | $10.37M | 3.6% | -28.9% | 0.030% | |
7/21/2025 | Whelan Financial | 208,414 | $16.57M | 6.0% | +0.3% | 0.048% | |
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7/21/2025 | Ameritas Advisory Services LLC | 35,955 | $2.86M | 0.1% | -13.7% | 0.008% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,256,378 | $179.38M | 4.0% | +4.0% | 0.521% | |
7/21/2025 | Quattro Financial Advisors LLC | 105,302 | $8.37M | 2.9% | -1.0% | 0.024% | |
7/21/2025 | Sovereign Investment Advisors LLC | 16,028 | $1.27M | 0.4% | +18.4% | 0.004% | |
7/21/2025 | Warner Financial Inc. | 2,518 | $200K | 0.1% | N/A | 0.001% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 384,416 | $30.56M | 0.1% | +14.9% | 0.089% | |
7/21/2025 | First National Bank & Trust Co. of Newtown | 620,054 | $49.29M | 9.9% | -0.4% | 0.143% | |
7/21/2025 | UG Investment Advisers Ltd. | 158,647 | $12.61M | 2.4% | +9.8% | 0.037% | |
7/18/2025 | Vicus Capital | 44,908 | $3.57M | 0.3% | +1.5% | 0.010% | |
7/18/2025 | Parsons Capital Management Inc. RI | 41,003 | $3.26M | 0.2% | +1.4% | 0.009% | |