10/21/2025 | Arrow Financial Corp | 66,929 | $5.35M | 0.5% | -4.5% | 0.014% | |
10/21/2025 | SC&H Financial Advisors Inc. | 5,144 | $411K | 0.1% | -2.4% | 0.001% | |
10/21/2025 | Proffitt & Goodson Inc. | 554,355 | $44.31M | 6.4% | +4.2% | 0.112% | |
10/21/2025 | Christensen King & Associates Investment Services Inc. | 22,030 | $1.76M | 0.8% | -3.0% | 0.004% | |
10/21/2025 | Global Retirement Partners LLC | 50,192 | $4.01M | 0.1% | +3.8% | 0.010% | |
10/21/2025 | American National Bank & Trust | 14,365 | $1.15M | 0.1% | +16.1% | 0.003% | |
10/21/2025 | Simon Quick Advisors LLC | 40,361 | $3.23M | 0.1% | +27.6% | 0.008% | |
10/21/2025 | Altus Wealth Group LLC | 13,422 | $1.07M | 0.4% | -3.9% | 0.003% | |
10/21/2025 | Intelligent Financial Strategies | 40,986 | $3.28M | 1.6% | N/A | 0.008% | |
10/21/2025 | ETF Portfolio Partners Inc. | 105,961 | $8.47M | 2.3% | +5.8% | 0.021% | |
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10/21/2025 | PDS Planning Inc | 18,356 | $1.47M | 0.1% | +9.8% | 0.004% | |
10/21/2025 | Meredith Wealth Planning | 11,542 | $923K | 0.3% | -1.3% | 0.002% | |
10/21/2025 | Quattro Financial Advisors LLC | 102,965 | $8.23M | 2.6% | -2.2% | 0.021% | |
10/21/2025 | Prepared Retirement Institute LLC | 10,626 | $849K | 0.4% | +8.5% | 0.002% | |
10/21/2025 | Pictet North America Advisors SA | 6,480 | $518K | 0.0% | -4.8% | 0.001% | |
10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,093 | $887K | 0.1% | N/A | 0.002% | |
10/21/2025 | Econ Financial Services Corp | 63,076 | $5.04M | 2.5% | +4.5% | 0.013% | |
10/21/2025 | Fischer Financial Services Inc. | 401,008 | $32.05M | 8.6% | +1.2% | 0.081% | |
10/21/2025 | SteelPeak Wealth LLC | 15,916 | $1.27M | 0.0% | N/A | 0.003% | |
10/21/2025 | Discipline Wealth Solutions LLC | 7,728 | $618K | 0.2% | +175.3% | 0.002% | |
10/21/2025 | Presilium Private Wealth LLC | 61,970 | $4.95M | 0.9% | -6.5% | 0.013% | |
10/21/2025 | Guyasuta Investment Advisors Inc. | 73,311 | $5.86M | 0.3% | +2,375.9% | 0.015% | |
10/21/2025 | My Personal CFO LLC | 165,923 | $13.26M | 5.1% | N/A | 0.034% | |
10/21/2025 | Farrell Financial LLC | 46,230 | $3.70M | 2.3% | +3.4% | 0.009% | |
10/21/2025 | Cantor Fitzgerald Investment Advisors L.P. | 5,591 | $447K | 0.0% | -3.4% | 0.001% | |
10/21/2025 | Massachusetts Wealth Management | 60,102 | $4.80M | 2.4% | +0.4% | 0.012% | |
10/21/2025 | Mather Group LLC. | 2,536,417 | $202.74M | 2.0% | +7.2% | 0.514% | |
10/21/2025 | Morton Brown Family Wealth LLC | 58,205 | $4.65M | 1.3% | +11.9% | 0.012% | |
10/20/2025 | Pinnacle Wealth Management Advisory Group LLC | 5,005 | $400K | 0.0% | +2.7% | 0.001% | |
10/20/2025 | Balance Wealth LLC | 139,648 | $11.16M | 2.8% | N/A | 0.028% | |
10/20/2025 | Accurate Wealth Management LLC | 24,767 | $1.98M | 0.3% | +12.2% | 0.005% | |
10/20/2025 | Premier Financial Group | 3,100 | $248K | 0.1% | N/A | 0.001% | |
10/20/2025 | Miracle Mile Advisors LLC | 54,115 | $4.33M | 0.1% | -7.7% | 0.011% | |
10/20/2025 | Chemistry Wealth Management LLC | 26,102 | $2.09M | 0.4% | -6.4% | 0.005% | |
10/20/2025 | Stonebridge Financial Group LLC | 5,773 | $461K | 0.0% | -3.3% | 0.001% | |
10/20/2025 | Fortress Financial Solutions LLC | 49,084 | $3.92M | 4.2% | +14.7% | 0.010% | |
10/20/2025 | Merit Financial Group LLC | 68,112 | $5.44M | 0.1% | -5.2% | 0.014% | |
10/20/2025 | Marietta Wealth Management LLC | 46,348 | $3.71M | 0.5% | +8.9% | 0.009% | |
10/20/2025 | Wolff Financial Management LLC | 367,407 | $29.37M | 6.8% | +23.1% | 0.074% | |
10/20/2025 | Meridian Financial Advisors LLC | 28,453 | $2.27M | 1.3% | +21.2% | 0.006% | |
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10/20/2025 | Sax Wealth Advisors LLC | 10,640 | $850K | 0.0% | +7.3% | 0.002% | |
10/20/2025 | Great Diamond Partners LLC | 19,600 | $1.57M | 0.3% | +4.7% | 0.004% | |
10/20/2025 | Continuum Advisory LLC | 33,289 | $2.66M | 0.3% | +2.8% | 0.007% | |
10/20/2025 | Lawson Kroeker Investment Management Inc. NE | 7,018 | $561K | 0.1% | -4.3% | 0.001% | |
10/20/2025 | LifeWealth Investments LLC | 26,876 | $2.15M | 0.6% | +2.2% | 0.005% | |
10/20/2025 | Albion Financial Group UT | 351,030 | $28.06M | 1.7% | +3.0% | 0.071% | |
10/20/2025 | Mustard Seed Financial LLC | 152,682 | $12.20M | 7.8% | +32.4% | 0.031% | |
10/20/2025 | Pure Financial Advisors LLC | 98,943 | $7.91M | 0.1% | +12.8% | 0.020% | |
10/17/2025 | Oak Harvest Investment Services | 59,319 | $4.74M | 0.6% | +2.2% | 0.012% | |
10/17/2025 | Farmers & Merchants Investments Inc. | 208,660 | $16.68M | 0.5% | -17.2% | 0.042% | |
10/17/2025 | Boston Trust Walden Corp | 4,561 | $365K | 0.0% | N/A | 0.001% | |
10/17/2025 | Atlas Brown Inc. | 12,263 | $980K | 0.3% | -1.0% | 0.002% | |
10/17/2025 | HM Payson & Co. | 59,199 | $4.73M | 0.1% | +18.7% | 0.012% | |
10/17/2025 | Goldstone Financial Group LLC | 108,280 | $8.66M | 1.0% | -22.6% | 0.022% | |
10/17/2025 | Towneley Capital Management Inc DE | 322,940 | $25.81M | 5.6% | +0.9% | 0.065% | |
10/17/2025 | Warren Street Wealth Advisors LLC | 9,528 | $762K | 0.2% | N/A | 0.002% | |
10/17/2025 | Harbor Asset Planning Inc. | 1,129 | $90K | 0.1% | -10.0% | 0.000% | |
10/17/2025 | Total Wealth Planning LLC | 646,376 | $51.67M | 6.0% | +5.4% | 0.131% | |
10/17/2025 | Maryland Capital Advisors Inc. | 281,713 | $22.52M | 8.1% | -1.1% | 0.057% | |
10/17/2025 | Clune & Associates LTD. | 139,148 | $11.12M | 2.8% | +3.5% | 0.028% | |
10/17/2025 | Sunburst Financial Group LLC | 430,590 | $34.42M | 7.2% | +3.7% | 0.087% | |
10/17/2025 | Perigon Wealth Management LLC | 78,053 | $6.24M | 0.1% | +10.8% | 0.016% | |
10/17/2025 | Peddock Capital Advisors LLC | 104,435 | $8.35M | 1.8% | +1.5% | 0.021% | |
10/17/2025 | Sowell Financial Services LLC | 29,675 | $2.37M | 0.1% | +6.3% | 0.006% | |
10/17/2025 | Mayflower Financial Advisors LLC | 24,504 | $1.96M | 0.2% | +3.5% | 0.005% | |
10/17/2025 | Eagle Bay Advisors LLC | 19,057 | $1.52M | 1.2% | -8.1% | 0.004% | |
10/17/2025 | Apella Capital LLC | 367,170 | $29.40M | 0.7% | +201.6% | 0.074% | |
10/17/2025 | Shaker Investments LLC OH | 5,170 | $413K | 0.2% | -20.9% | 0.001% | |
10/17/2025 | Apollon Wealth Management LLC | 10,911 | $872K | 0.0% | -10.6% | 0.002% | |
10/16/2025 | AMI Investment Management Inc. | 486,906 | $38.92M | 9.0% | +9.6% | 0.099% | |
10/16/2025 | Howard Capital Management Group LLC | 370,104 | $29.58M | 1.9% | +1.1% | 0.075% | |
10/16/2025 | Stockman Wealth Management Inc. | 18,775 | $1.50M | 0.2% | -2.2% | 0.004% | |
10/16/2025 | Lowe Wealth Advisors LLC | 167,286 | $13.37M | 4.9% | +1.7% | 0.034% | |
10/16/2025 | Beacon Investment Advisory Services Inc. | 734,289 | $58.69M | 2.5% | +0.8% | 0.149% | |
10/16/2025 | HBW Advisory Services LLC | 2,984 | $239K | 0.0% | -45.8% | 0.001% | |
10/16/2025 | Conrad Siegel Investment Advisors Inc. | 69,060 | $5.52M | 1.2% | +6.4% | 0.014% | |
10/16/2025 | Weatherly Asset Management L. P. | 5,484 | $438K | 0.0% | +13.7% | 0.001% | |
10/16/2025 | Cordant Inc. | 183,055 | $14.63M | 6.6% | +3.4% | 0.037% | |
10/16/2025 | Nvwm LLC | 2,216 | $177K | 0.0% | -9.1% | 0.000% | |
10/16/2025 | City State Bank | 11,415 | $912K | 0.3% | +5.8% | 0.002% | |
10/16/2025 | Asio Capital LLC | 185,080 | $14.79M | 2.2% | +22.3% | 0.037% | |
10/16/2025 | Trust Co. of Toledo NA OH | 1,552 | $124K | 0.0% | -20.5% | 0.000% | |
10/16/2025 | Gladwyn Financial Advisors Inc. | 57,335 | $4.58M | 3.3% | +4.8% | 0.012% | |
10/16/2025 | Axos Invest Inc. | 37,878 | $3.03M | 2.3% | -7.7% | 0.008% | |
10/16/2025 | Stonekeep Investments LLC | 23,561 | $1.88M | 1.2% | +0.9% | 0.005% | |
10/16/2025 | Blue Trust Inc. | 60,338 | $4.82M | 0.1% | -1.0% | 0.012% | |
10/16/2025 | Sheets Smith Wealth Management | 31,851 | $2.55M | 0.3% | -32.0% | 0.006% | |
10/16/2025 | Sharper & Granite LLC | 89,548 | $7.16M | 2.6% | +1.0% | 0.018% | |
10/16/2025 | Uncommon Cents Investing LLC | 6,545 | $523K | 0.1% | +3.2% | 0.001% | |
10/16/2025 | Scott Capital Advisors LLC | 16,691 | $1.33M | 0.3% | +4.8% | 0.003% | |
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10/16/2025 | Johnson Bixby & Associates LLC | 439,799 | $35.15M | 4.5% | +8.9% | 0.089% | |
10/16/2025 | Twele Capital Management Inc. | 175,157 | $14M | 2.6% | +6.4% | 0.035% | |
10/15/2025 | CWM LLC | 382,238 | $30.55M | 0.1% | -32.4% | 0.077% | |
10/15/2025 | Patriot Investment Management Group Inc. | 477,368 | $38.16M | 2.5% | +4.3% | 0.097% | |
10/15/2025 | Iams Wealth Management LLC | 8,121 | $649K | 0.3% | +70.2% | 0.002% | |
10/15/2025 | Bar Harbor Wealth Management | 69,116 | $5.52M | 0.3% | -3.6% | 0.014% | |
10/15/2025 | Curbstone Financial Management Corp | 204,016 | $16.31M | 3.1% | +1.9% | 0.041% | |
10/15/2025 | ZWJ Investment Counsel Inc. | 6,191 | $495K | 0.0% | +2.2% | 0.001% | |
10/15/2025 | Sagace Wealth Management LLC | 27,959 | $2.24M | 1.5% | -58.1% | 0.006% | |
10/15/2025 | Stephens Consulting LLC | 4,050 | $324K | 0.1% | -12.9% | 0.001% | |