7/11/2025 | Trinity Wealth Management LLC | 3,835 | $225K | 0.1% | N/A | 0.001% | |
7/11/2025 | Ullmann Wealth Partners Group LLC | 215,141 | $12.65M | 1.5% | +13.6% | 0.055% | |
7/11/2025 | Compass Ion Advisors LLC | 13,555 | $797K | 0.1% | +189.5% | 0.003% | |
7/11/2025 | Scratch Capital LLC | 260,819 | $15.33M | 12.5% | +18.0% | 0.067% | |
7/11/2025 | Physician Wealth Solutions Inc. | 8,038 | $472K | 0.2% | +10.8% | 0.002% | |
7/11/2025 | Deane Retirement Strategies Inc. | 188,190 | $11.06M | 5.0% | +2.0% | 0.049% | |
7/11/2025 | Farther Finance Advisors LLC | 235,580 | $13.85M | 0.3% | +15.8% | 0.061% | |
7/11/2025 | Pinnacle Bancorp Inc. | 43,353 | $2.55M | 0.8% | +17.0% | 0.011% | |
7/11/2025 | Addis & Hill Inc | 15,393 | $905K | 0.6% | -3.6% | 0.004% | |
7/11/2025 | Rockwood Wealth Management LLC | 6,886 | $405K | 0.0% | +56.9% | 0.002% | |
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7/11/2025 | Essex Savings Bank | 16,177 | $951K | 0.2% | +8.3% | 0.004% | |
7/11/2025 | Bell Bank | 22,151 | $1.30M | 0.1% | N/A | 0.006% | |
7/10/2025 | Anderson Hoagland & Co. | 290,334 | $17.07M | 1.6% | +65.6% | 0.075% | |
7/10/2025 | Perkins Coie Trust Co | 2,522 | $148K | 0.0% | N/A | 0.001% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 817 | $48K | 0.0% | N/A | 0.000% | |
7/10/2025 | Orgel Wealth Management LLC | 7,300,821 | $429.14M | 10.3% | -3.1% | 1.882% | |
7/10/2025 | CWC Advisors LLC. | 81,869 | $4.81M | 2.5% | +2.9% | 0.021% | |
7/10/2025 | Voisard Asset Management Group Inc. | 245,464 | $14.43M | 3.7% | -3.4% | 0.063% | |
7/10/2025 | Trust Point Inc. | 4,236 | $249K | 0.0% | -31.9% | 0.001% | |
7/10/2025 | IMPACTfolio LLC | 3,849 | $226K | 0.1% | +5.9% | 0.001% | |
7/10/2025 | Websterrogers Financial Advisors LLC | 202,768 | $11.92M | 3.8% | +1.1% | 0.052% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 10,899 | $641K | 0.1% | -32.8% | 0.003% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 508,478 | $29.72M | 0.0% | -9.0% | 0.131% | |
7/10/2025 | Atticus Wealth Management LLC | 7,086 | $417K | 0.1% | +22.4% | 0.002% | |
7/10/2025 | Wedmont Private Capital | 49,838 | $2.92M | 0.1% | +49.4% | 0.013% | |
7/10/2025 | Compton Wealth Advisory Group LLC | 161,732 | $9.51M | 2.4% | +1.2% | 0.042% | |
7/10/2025 | Stonekeep Investments LLC | 10,971 | $645K | 0.4% | +15.9% | 0.003% | |
7/10/2025 | Signal Advisors Wealth LLC | 107,795 | $6.34M | 0.5% | -13.7% | 0.028% | |
7/10/2025 | Sunflower Bank N.A. | 4,131 | $243K | 0.1% | N/A | 0.001% | |
7/10/2025 | Sovran Advisors LLC | 28,592 | $1.67M | 0.2% | +95.8% | 0.007% | |
7/9/2025 | Lake Hills Wealth Management LLC | 7,588 | $446K | 0.3% | -86.1% | 0.002% | |
7/9/2025 | Roth Financial Partners LLC | 14,481 | $851K | 0.3% | +1.6% | 0.004% | |
7/9/2025 | Breakwater Investment Management | 60,904 | $3.58M | 1.4% | -4.1% | 0.016% | |
7/9/2025 | Intelligence Driven Advisers LLC | 37,522 | $2.21M | 0.3% | +3.8% | 0.010% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 77,749 | $4.57M | 0.1% | +0.6% | 0.020% | |
7/9/2025 | Defined Wealth Management LLC | 20,501 | $1.21M | 0.7% | +23.4% | 0.005% | |
7/9/2025 | Navigation Wealth Management Inc. | 8,611 | $506K | 0.7% | N/A | 0.002% | |
7/9/2025 | Procyon Advisors LLC | 7,638 | $449K | 0.0% | N/A | 0.002% | |
7/9/2025 | Biltmore Wealth Management LLC | 124,403 | $7.31M | 3.0% | +1.4% | 0.032% | |
7/9/2025 | Pallas Capital Advisors LLC | 6,551 | $385K | 0.0% | -16.1% | 0.002% | |
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7/9/2025 | Hardin Capital Partners LLC | 18,693 | $1.09M | 0.6% | +8.0% | 0.005% | |
7/9/2025 | Wolff Financial Management LLC | 361,736 | $21.26M | 5.5% | +3.4% | 0.093% | |
7/9/2025 | Orser Capital Management LLC | 177,025 | $10.41M | 7.6% | N/A | 0.046% | |
7/9/2025 | Veracity Capital LLC | 10,351 | $608K | 0.2% | -4.4% | 0.003% | |
7/9/2025 | Reyes Financial Architecture Inc. | 617 | $36K | 0.0% | N/A | 0.000% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 513,904 | $30.21M | 0.8% | +14.9% | 0.132% | |
7/8/2025 | Dover Advisors LLC | 54,246 | $3.19M | 1.4% | -7.4% | 0.014% | |
7/8/2025 | Arlington Trust Co LLC | 10,480 | $616K | 0.1% | +19.7% | 0.003% | |
7/8/2025 | Chemistry Wealth Management LLC | 974,643 | $57.29M | 12.3% | +2.7% | 0.251% | |
7/8/2025 | Braun Bostich & Associates Inc. | 12,380 | $728K | 0.5% | +3.7% | 0.003% | |
7/8/2025 | Apella Capital LLC | 175,241 | $10.24M | 0.3% | +1.5% | 0.045% | |
7/8/2025 | Charis Legacy Partners LLC | 7,679 | $451K | 0.7% | -8.8% | 0.002% | |
7/8/2025 | Parallel Advisors LLC | 12,665 | $744K | 0.0% | +74.1% | 0.003% | |
7/7/2025 | Schulz Wealth LTD. | 42,450 | $2.50M | 1.9% | +22.9% | 0.011% | |
7/7/2025 | St. Clair Advisors LLC | 4,691 | $276K | 0.1% | N/A | 0.001% | |
7/7/2025 | Capital Asset Advisory Services LLC | 7,460 | $437K | 0.0% | -6.7% | 0.002% | |
7/7/2025 | Kings Path Partners LLC | 186,324 | $10.95M | 4.4% | +1.1% | 0.048% | |
7/7/2025 | Peterson Wealth Advisors LLC | 16,001 | $941K | 0.2% | -9.0% | 0.004% | |
7/7/2025 | Centurion Wealth Management LLC | 23,713 | $1.39M | 0.4% | +7.2% | 0.006% | |
7/3/2025 | Arvest Investments Inc. | 59,459 | $3.50M | 0.5% | -17.5% | 0.016% | |
7/3/2025 | Whitcomb & Hess Inc. | 217,162 | $12.77M | 3.6% | +1.7% | 0.057% | |
7/3/2025 | TrueWealth Advisors LLC | 45,517 | $2.68M | 0.8% | -7.7% | 0.012% | |
7/3/2025 | Garde Capital Inc. | 51,661 | $3.04M | 0.2% | -16.2% | 0.014% | |
7/3/2025 | McLean Asset Management Corp | 172,814 | $10.12M | 2.7% | -5.5% | 0.045% | |
7/2/2025 | Marotta Asset Management | 78,121 | $4.59M | 0.9% | -8.4% | 0.020% | |
7/1/2025 | Private Client Services LLC | 12,649 | $743K | 0.3% | N/A | 0.003% | |
7/1/2025 | Bush Investment Group LLC | 4,601 | $270K | 0.2% | -21.7% | 0.001% | |
7/1/2025 | BancFirst Trust & Investment Management | 8,197 | $482K | 0.2% | +76.1% | 0.002% | |
6/17/2025 | Howe & Rusling Inc. | 188,575 | $11.07M | 0.9% | +7.4% | 0.049% | |
6/10/2025 | Birchbrook Inc. | 38,735 | $2.27M | 1.3% | -31.1% | 0.010% | |
6/6/2025 | eCIO Inc. | 15,261 | $896K | 0.3% | N/A | 0.004% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 775 | $45K | 0.0% | N/A | 0.000% | |
5/28/2025 | Vista Cima Wealth Management LLC | 14,977 | $879K | 0.6% | +10.3% | 0.004% | |
5/27/2025 | Jacobi Capital Management LLC | 3,897 | $229K | 0.0% | -4.9% | 0.001% | |
5/27/2025 | Iron Gate Global Advisors LLC | 18,579 | $1.09M | 0.2% | -64.1% | 0.005% | |
5/22/2025 | WBI Investments LLC | 4,402 | $258K | 0.1% | N/A | 0.001% | |
5/21/2025 | McAdam LLC | 7,545 | $443K | 0.0% | +79.9% | 0.002% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 4,924 | $289K | 0.1% | -24.9% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 112,674 | $6.61M | 0.3% | +113.7% | 0.029% | |
5/20/2025 | Focus Partners Wealth | 1,000,480 | $58.72M | 0.1% | +346.4% | 0.262% | |
5/20/2025 | Anchor Investment Management LLC | 54,969 | $3.23M | 0.3% | +2.2% | 0.014% | |
5/19/2025 | Advisory Alpha LLC | 1,275,761 | $74.82M | 2.5% | -34.4% | 0.333% | |
5/19/2025 | SCS Capital Management LLC | 4,350,425 | $255.33M | 3.2% | +3.5% | 1.137% | |
5/16/2025 | McIlrath & Eck LLC | 77,991 | $4.58M | 0.6% | +5.2% | 0.020% | |
5/16/2025 | Empowered Funds LLC | 165,135 | $9.66M | 0.1% | +5.5% | 0.043% | |
5/16/2025 | HFM Investment Advisors LLC | 455 | $27K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ascent Group LLC | 4,892 | $287K | 0.0% | +35.5% | 0.001% | |
5/16/2025 | Arete Wealth Advisors LLC | 16,028 | $941K | 0.1% | +41.3% | 0.004% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 7,858 | $461K | 0.0% | -41.3% | 0.002% | |
5/16/2025 | Goldman Sachs Group Inc. | 5,559,577 | $326.29M | 0.1% | +5.6% | 1.448% | |
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5/16/2025 | Jones Financial Companies Lllp | 49,992 | $2.93M | 0.0% | +153.0% | 0.013% | |
5/16/2025 | Talon Private Wealth LLC | 742,526 | $43.54M | 5.8% | -6.6% | 0.194% | |
5/16/2025 | Unconventional Investor LLC | 41,844 | $2.46M | 1.5% | +4.6% | 0.011% | |
5/16/2025 | Sepio Capital LP | 17,805 | $1.05M | 0.1% | +2.5% | 0.005% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 10,928 | $641K | 0.2% | -16.2% | 0.003% | |
5/16/2025 | Nepc LLC | 1,226,718 | $72.00M | 2.0% | -35.9% | 0.321% | |
5/16/2025 | NewEdge Advisors LLC | 88,344 | $5.19M | 0.0% | +82.5% | 0.023% | |
5/16/2025 | Integrated Wealth Concepts LLC | 271,494 | $15.93M | 0.2% | -10.5% | 0.071% | |
5/16/2025 | AQR Capital Management LLC | 26,228 | $1.54M | 0.0% | +47.6% | 0.007% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 754,339 | $44.27M | 0.2% | -0.6% | 0.197% | |