10/22/2025 | MassMutual Private Wealth & Trust FSB | 234,531 | $14.08M | 0.4% | +3.3% | 0.042% | |
10/22/2025 | Cerity Partners LLC | 3,815,434 | $229.04M | 0.4% | -0.3% | 0.677% | |
10/22/2025 | Ackerman Capital Advisors LLC | 100,492 | $6.03M | 1.3% | +5.8% | 0.018% | |
10/22/2025 | CoreCap Advisors LLC | 11,021 | $662K | 0.0% | -4.6% | 0.002% | |
10/22/2025 | OneAscent Financial Services LLC | 91,101 | $5.47M | 0.8% | -77.5% | 0.016% | |
10/22/2025 | Kathmere Capital Management LLC | 685,068 | $41.13M | 2.9% | +7.0% | 0.122% | |
10/22/2025 | Geneos Wealth Management Inc. | 1,142 | $69K | 0.0% | +86.9% | 0.000% | |
10/22/2025 | Hennion & Walsh Asset Management Inc. | 86,217 | $5.18M | 0.2% | +8.8% | 0.015% | |
10/22/2025 | Forza Wealth Management LLC | 19,414 | $1.17M | 0.4% | -28.2% | 0.003% | |
10/22/2025 | RHS Financial LLC | 34,746 | $2.09M | 1.1% | -12.4% | 0.006% | |
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10/22/2025 | Brickley Wealth Management | 147,322 | $8.84M | 1.5% | +4.5% | 0.026% | |
10/22/2025 | Stevens Capital Partners | 7,203 | $432K | 0.1% | +14.8% | 0.001% | |
10/22/2025 | Blossom Wealth Management | 18,293 | $1.10M | 1.8% | +6.3% | 0.003% | |
10/22/2025 | D.A. Davidson & CO. | 26,528 | $1.59M | 0.0% | +18.7% | 0.005% | |
10/22/2025 | Greenspring Advisors LLC | 9,930 | $596K | 0.1% | N/A | 0.002% | |
10/22/2025 | Powers Advisory Group LLC | 13,671 | $821K | 0.3% | +49.6% | 0.002% | |
10/22/2025 | River Street Advisors LLC | 11,442 | $687K | 0.3% | -9.5% | 0.002% | |
10/22/2025 | Cynosure Group LLC | 11,152 | $669K | 0.1% | N/A | 0.002% | |
10/22/2025 | Commonwealth Equity Services LLC | 339,973 | $20.41M | 0.0% | -6.9% | 0.060% | |
10/22/2025 | Earned Wealth Advisors LLC | 59,142 | $3.55M | 0.6% | +31.8% | 0.010% | |
10/21/2025 | Moss Adams Wealth Advisors LLC | 8,023 | $482K | 0.0% | -45.5% | 0.001% | |
10/21/2025 | Proffitt & Goodson Inc. | 1,016,994 | $61.05M | 8.8% | +4.8% | 0.181% | |
10/21/2025 | Quattro Financial Advisors LLC | 69,141 | $4.15M | 1.3% | +112.9% | 0.012% | |
10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,329 | $620K | 0.0% | N/A | 0.002% | |
10/21/2025 | Discipline Wealth Solutions LLC | 28,178 | $1.69M | 0.4% | N/A | 0.005% | |
10/21/2025 | Constellation Investments Inc. | 144,000 | $8.64M | 0.4% | N/A | 0.026% | |
10/21/2025 | RB Capital Management LLC | 62,582 | $3.76M | 0.8% | -7.3% | 0.011% | |
10/21/2025 | Salomon & Ludwin LLC | 216,076 | $12.96M | 1.2% | +1.6% | 0.038% | |
10/21/2025 | E&G Advisors LP | 22,699 | $1.36M | 0.3% | +0.9% | 0.004% | |
10/21/2025 | Cantor Fitzgerald Investment Advisors L.P. | 100,916 | $6.06M | 0.4% | +1.3% | 0.018% | |
10/21/2025 | Mather Group LLC. | 459,742 | $27.60M | 0.3% | +0.7% | 0.082% | |
10/20/2025 | Pinnacle Wealth Management Advisory Group LLC | 50,813 | $3.05M | 0.2% | +1.4% | 0.009% | |
10/20/2025 | Croban | 64,024 | $3.84M | 2.6% | +50.2% | 0.011% | |
10/20/2025 | Balance Wealth LLC | 120,504 | $7.23M | 1.8% | N/A | 0.021% | |
10/20/2025 | Miracle Mile Advisors LLC | 3,714 | $223K | 0.0% | -51.5% | 0.001% | |
10/20/2025 | Roth Financial Partners LLC | 286,078 | $17.17M | 5.8% | +3.9% | 0.051% | |
10/20/2025 | Fortress Financial Solutions LLC | 6,364 | $382K | 0.4% | -10.3% | 0.001% | |
10/20/2025 | Merit Financial Group LLC | 59,428 | $3.57M | 0.0% | -20.5% | 0.011% | |
10/20/2025 | Lauer Wealth LLC | 103,973 | $6.27M | 4.5% | +1.3% | 0.018% | |
10/20/2025 | Marietta Wealth Management LLC | 125,447 | $7.53M | 0.9% | +8.6% | 0.022% | |
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10/20/2025 | OMNI 360 Wealth Inc. | 107,138 | $6.43M | 3.6% | +6.7% | 0.019% | |
10/20/2025 | Calamos Wealth Management LLC | 7,376 | $443K | 0.0% | -11.2% | 0.001% | |
10/20/2025 | Squire Investment Management Company LLC | 180,864 | $10.86M | 3.5% | +8.7% | 0.032% | |
10/20/2025 | Wells Financial Advisors INC | 25,974 | $1.56M | 2.1% | -3.6% | 0.005% | |
10/20/2025 | Albion Financial Group UT | 588,095 | $35.30M | 2.1% | +5.6% | 0.104% | |
10/20/2025 | Pure Financial Advisors LLC | 46,229 | $2.78M | 0.0% | +49.5% | 0.008% | |
10/17/2025 | Nixon Peabody Trust Co. | 22,359 | $1.34M | 0.1% | -16.2% | 0.004% | |
10/17/2025 | Private Wealth Management Group LLC | 358,265 | $21.51M | 5.9% | +5.1% | 0.064% | |
10/17/2025 | Towneley Capital Management Inc DE | 564,292 | $33.87M | 7.4% | +1.5% | 0.100% | |
10/17/2025 | KW Wealth Management LLC | 3,481 | $209K | 0.4% | N/A | 0.001% | |
10/17/2025 | Archford Capital Strategies LLC | 146,603 | $8.80M | 1.0% | -8.5% | 0.026% | |
10/17/2025 | Schulz Wealth LTD. | 20,353 | $1.22M | 0.8% | +24.8% | 0.004% | |
10/17/2025 | Permanent Capital Management LP | 700,835 | $42.07M | 7.9% | N/A | 0.124% | |
10/17/2025 | FSC Wealth Advisors LLC | 48,052 | $2.89M | 1.7% | +10.8% | 0.009% | |
10/17/2025 | Sowell Financial Services LLC | 42,382 | $2.54M | 0.1% | +90.2% | 0.008% | |
10/17/2025 | Thompson Investment Management Inc. | 844 | $51K | 0.0% | N/A | 0.000% | |
10/17/2025 | Founders Grove Wealth Partners LLC | 162,246 | $9.74M | 2.3% | -6.2% | 0.029% | |
10/17/2025 | FSM Wealth Advisors LLC | 6,073 | $363K | 0.1% | N/A | 0.001% | |
10/17/2025 | Apella Capital LLC | 99,268 | $6.01M | 0.1% | -23.7% | 0.018% | |
10/17/2025 | Apollon Wealth Management LLC | 148,532 | $8.92M | 0.2% | +8.4% | 0.026% | |
10/16/2025 | Lincoln Capital Corp | 3,573 | $214K | 0.1% | N/A | 0.001% | |
10/16/2025 | Wealth Management Resources Inc. | 5,040 | $303K | 0.1% | +11.8% | 0.001% | |
10/16/2025 | Columbus Macro LLC | 4,599 | $276K | 0.0% | +22.9% | 0.001% | |
10/16/2025 | AMI Investment Management Inc. | 307,232 | $18.44M | 4.3% | +29.0% | 0.055% | |
10/16/2025 | LeConte Wealth Management LLC | 20,064 | $1.20M | 0.8% | -35.5% | 0.004% | |
10/16/2025 | Emprise Bank | 522,320 | $31.36M | 13.5% | +11.1% | 0.093% | |
10/16/2025 | Gleason Group Inc. | 409,885 | $24.61M | 2.5% | +1.0% | 0.073% | |
10/16/2025 | Burney Co. | 1,265,288 | $75.96M | 2.4% | +3.3% | 0.225% | |
10/16/2025 | Silverleafe Capital Partners LLC | 104,754 | $6.29M | 1.9% | -0.4% | 0.019% | |
10/16/2025 | Axos Invest Inc. | 119,436 | $7.17M | 5.4% | -7.3% | 0.021% | |
10/16/2025 | 25 LLC | 326,941 | $19.63M | 6.7% | +7.6% | 0.058% | |
10/16/2025 | Blue Trust Inc. | 7,048,173 | $423.10M | 4.8% | +8.4% | 1.251% | |
10/15/2025 | CWM LLC | 289,429 | $17.37M | 0.1% | +3.5% | 0.051% | |
10/15/2025 | BSW Wealth Partners | 540,773 | $32.46M | 4.0% | +8.0% | 0.096% | |
10/15/2025 | Iams Wealth Management LLC | 10,599 | $636K | 0.3% | +8.7% | 0.002% | |
10/15/2025 | Alhambra Investment Management LLC | 64,601 | $3.88M | 1.8% | +8.6% | 0.011% | |
10/15/2025 | World Investment Advisors | 30,613 | $1.84M | 0.0% | -3.4% | 0.005% | |
10/15/2025 | Brady Martz Wealth Solutions LLC | 297,569 | $17.86M | 3.2% | +5.1% | 0.053% | |
10/15/2025 | Brookstone Capital Management | 33,845 | $2.03M | 0.0% | -20.0% | 0.006% | |
10/15/2025 | Hanson & Doremus Investment Management | 1,028,666 | $61.75M | 7.8% | +9.1% | 0.183% | |
10/15/2025 | Tenon Financial LLC | 22,655 | $1.36M | 0.7% | +103.7% | 0.004% | |
10/15/2025 | CogentBlue Wealth Advisors LLC | 160,304 | $9.62M | 6.6% | +6.1% | 0.028% | |
10/15/2025 | Cornerstone Wealth Advisors Inc. | 40,655 | $2.44M | 0.6% | -1.7% | 0.007% | |
10/15/2025 | DAVENPORT & Co LLC | 5,143 | $309K | 0.0% | -5.6% | 0.001% | |
10/15/2025 | Net Worth Advisory Group | 105,291 | $6.32M | 1.8% | -54.4% | 0.019% | |
10/15/2025 | Anderson Hoagland & Co. | 33,792 | $2.03M | 0.2% | -12.2% | 0.006% | |
10/14/2025 | GLOBALT Investments LLC GA | 539,191 | $32.37M | 1.2% | -2.5% | 0.096% | |
10/14/2025 | Voisard Asset Management Group Inc. | 8,995 | $540K | 0.1% | +8.1% | 0.002% | |
10/14/2025 | OLD National Bancorp IN | 1,482,223 | $88.98M | 1.5% | +0.9% | 0.263% | |
10/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 2,348,887 | $141.00M | 2.2% | +12.0% | 0.417% | |
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10/14/2025 | Farther Finance Advisors LLC | 241,276 | $14.48M | 0.2% | -15.5% | 0.043% | |
10/14/2025 | Security Financial Services INC. | 26,600 | $1.60M | 0.3% | N/A | 0.005% | |
10/14/2025 | Exchange Traded Concepts LLC | 273,134 | $16.40M | 0.1% | -2.0% | 0.048% | |
10/14/2025 | Kaufman Rossin Wealth LLC | 70,762 | $4.25M | 2.3% | +15.6% | 0.013% | |
10/14/2025 | Northwest Wealth Management LLC | 816,131 | $48.99M | 8.1% | +5.9% | 0.145% | |
10/14/2025 | Parkwoods Wealth Partners LLC | 25,989 | $1.56M | 0.5% | +378.3% | 0.005% | |
10/14/2025 | Baldwin Wealth Partners LLC MA | 232,115 | $13.93M | 0.9% | -0.6% | 0.041% | |
10/14/2025 | Dopkins Wealth Management LLC | 81,490 | $4.89M | 2.1% | +3.8% | 0.014% | |
10/14/2025 | Seaside Wealth Management Inc. | 198,788 | $11.93M | 3.5% | +4.1% | 0.035% | |
10/14/2025 | Stableford Capital II LLC | 87,048 | $5.23M | 1.9% | +0.6% | 0.015% | |