10/21/2025 | Gateway Investment Advisers LLC | 3,189 | $384K | 0.0% | N/A | 0.001% | |
10/21/2025 | Fifth Third Wealth Advisors LLC | 59,849 | $7.21M | 0.3% | +1.9% | 0.022% | |
10/21/2025 | Fountainhead AM LLC | 1,698 | $205K | 0.0% | N/A | 0.001% | |
10/21/2025 | Global Retirement Partners LLC | 139,526 | $16.81M | 0.4% | +4.0% | 0.052% | |
10/21/2025 | Fulton Bank N.A. | 13,717 | $1.65M | 0.1% | +0.6% | 0.005% | |
10/21/2025 | American National Bank & Trust | 8,651 | $1.04M | 0.1% | -2.7% | 0.003% | |
10/21/2025 | Simon Quick Advisors LLC | 21,180 | $2.55M | 0.1% | -3.8% | 0.008% | |
10/21/2025 | Signaturefd LLC | 41,025 | $4.94M | 0.1% | -0.2% | 0.015% | |
10/21/2025 | Unique Wealth LLC | 1,940 | $234K | 0.0% | -11.6% | 0.001% | |
10/21/2025 | ETF Portfolio Partners Inc. | 17,895 | $2.16M | 0.6% | -2.3% | 0.007% | |
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10/21/2025 | SteelPeak Wealth LLC | 4,601 | $554K | 0.0% | +45.2% | 0.002% | |
10/21/2025 | Relyea Zuckerberg Hanson LLC | 41,569 | $5.01M | 0.5% | +11.8% | 0.015% | |
10/21/2025 | Silver Oak Securities Incorporated | 35,154 | $4.24M | 0.3% | -45.3% | 0.013% | |
10/21/2025 | Amplius Wealth Advisors LLC | 2,235 | $269K | 0.0% | -74.1% | 0.001% | |
10/21/2025 | Mather Group LLC. | 519 | $63K | 0.0% | N/A | 0.000% | |
10/20/2025 | Accurate Wealth Management LLC | 10,009 | $1.20M | 0.2% | +1.8% | 0.004% | |
10/20/2025 | Miracle Mile Advisors LLC | 4,096 | $494K | 0.0% | N/A | 0.002% | |
10/20/2025 | Merit Financial Group LLC | 96,825 | $11.67M | 0.1% | +6.6% | 0.036% | |
10/20/2025 | Calamos Wealth Management LLC | 4,946 | $596K | 0.0% | +15.1% | 0.002% | |
10/20/2025 | Sax Wealth Advisors LLC | 3,627 | $437K | 0.0% | +2.7% | 0.001% | |
10/20/2025 | Base Wealth Management LLC | 85,159 | $10.26M | 5.8% | +5.3% | 0.031% | |
10/20/2025 | Diversified Trust Co | 10,203 | $1.23M | 0.0% | +29.6% | 0.004% | |
10/20/2025 | American Financial & Tax Strategies Inc. | 80,650 | $9.72M | 4.9% | -4.9% | 0.030% | |
10/20/2025 | LVW Advisors LLC | 452,212 | $54.49M | 5.6% | -9.3% | 0.167% | |
10/20/2025 | Aurelius Family Office LLC | 52,172 | $6.29M | 2.8% | +3.1% | 0.019% | |
10/20/2025 | Continuum Advisory LLC | 44,425 | $5.35M | 0.6% | +2.6% | 0.016% | |
10/17/2025 | Fort Washington Investment Advisors Inc. OH | 123,707 | $14.91M | 0.1% | +3.9% | 0.046% | |
10/17/2025 | Lpwm LLC | 644,323 | $77.64M | 20.7% | +2.3% | 0.238% | |
10/17/2025 | Private Wealth Management Group LLC | 1,197 | $144K | 0.0% | -7.0% | 0.000% | |
10/17/2025 | Maryland Capital Advisors Inc. | 898 | $108K | 0.0% | +119.0% | 0.000% | |
10/17/2025 | Valley National Advisers Inc. | 21,843 | $2.63M | 0.4% | +0.6% | 0.008% | |
10/17/2025 | Perigon Wealth Management LLC | 13,687 | $1.65M | 0.0% | -10.1% | 0.005% | |
10/17/2025 | Sowell Financial Services LLC | 48,174 | $5.81M | 0.2% | +7.7% | 0.018% | |
10/17/2025 | Sapient Capital LLC | 41,568 | $4.99M | 0.1% | -12.1% | 0.015% | |
10/17/2025 | Sovereign Financial Group Inc. | 7,579 | $913K | 0.2% | +8.7% | 0.003% | |
10/17/2025 | NovaPoint Capital LLC | 3,160 | $381K | 0.1% | N/A | 0.001% | |
10/17/2025 | FSM Wealth Advisors LLC | 12,227 | $1.47M | 0.2% | -3.0% | 0.005% | |
10/17/2025 | Apella Capital LLC | 230,445 | $27.57M | 0.6% | +24.1% | 0.085% | |
10/17/2025 | Apollon Financial LLC | 90,405 | $10.89M | 1.8% | +0.9% | 0.033% | |
10/17/2025 | Apollon Wealth Management LLC | 890,677 | $107.33M | 1.9% | -1.6% | 0.329% | |
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10/16/2025 | 180 Wealth Advisors LLC | 1,814 | $219K | 0.0% | N/A | 0.001% | |
10/16/2025 | Mezzasalma Advisors LLC | 36,152 | $4.36M | 1.1% | +0.3% | 0.013% | |
10/16/2025 | Carnegie Investment Counsel | 18,438 | $2.22M | 0.0% | +3.5% | 0.007% | |
10/16/2025 | Regent Peak Wealth Advisors LLC | 3,773 | $455K | 0.1% | N/A | 0.001% | |
10/16/2025 | Elite Life Management LLC | 3,767 | $453K | 0.9% | -3.3% | 0.001% | |
10/16/2025 | HBK Sorce Advisory LLC | 174,434 | $20.96M | 0.5% | -4.3% | 0.064% | |
10/15/2025 | CWM LLC | 13,404 | $1.62M | 0.0% | +81.7% | 0.005% | |
10/15/2025 | World Investment Advisors | 31,429 | $3.79M | 0.1% | +795.7% | 0.012% | |
10/15/2025 | Brookstone Capital Management | 17,072 | $2.06M | 0.0% | -1.2% | 0.006% | |
10/15/2025 | Private Trust Co. NA | 5,160 | $622K | 0.1% | -44.6% | 0.002% | |
10/15/2025 | Level Financial Advisors | 2,090 | $252K | 0.1% | -8.1% | 0.001% | |
10/15/2025 | Santori & Peters Inc. | 7,551 | $910K | 0.3% | -3.7% | 0.003% | |
10/15/2025 | Vontobel Holding Ltd. | 6,784 | $817K | 0.0% | -16.5% | 0.003% | |
10/14/2025 | Key Client Fiduciary Advisors LLC | 8,379 | $1.01M | 0.3% | +2.8% | 0.003% | |
10/14/2025 | Farther Finance Advisors LLC | 41,091 | $4.95M | 0.1% | +48.3% | 0.015% | |
10/14/2025 | Parcion Private Wealth LLC | 1,776 | $214K | 0.0% | N/A | 0.001% | |
10/14/2025 | Cranbrook Wealth Management LLC | 375 | $45K | 0.0% | N/A | 0.000% | |
10/14/2025 | Precedent Wealth Partners LLC | 7,618 | $918K | 0.2% | -4.5% | 0.003% | |
10/14/2025 | HBK Sorce Advisory LLC | 183,728 | $22.45M | 0.5% | +0.8% | 0.068% | |
10/14/2025 | Exchange Traded Concepts LLC | 203,260 | $24.49M | 0.2% | +49.7% | 0.075% | |
10/14/2025 | Goelzer Investment Management Inc. | 9,811 | $1.18M | 0.1% | -2.6% | 0.004% | |
10/14/2025 | WestHill Financial Advisors Inc. | 629,591 | $75.87M | 14.9% | -1.0% | 0.233% | |
10/10/2025 | Diversified Enterprises LLC | 73,485 | $8.86M | 0.6% | +5.5% | 0.027% | |
10/10/2025 | Fifth Third Securities Inc. | 118,202 | $14.24M | 1.0% | -1.5% | 0.044% | |
10/10/2025 | Thomasville National Bank | 14,473 | $1.74M | 0.1% | -4.5% | 0.005% | |
10/10/2025 | Foster Victor Wealth Advisors LLC | 2,406 | $291K | 0.0% | N/A | 0.001% | |
10/10/2025 | Newton One Investments LLC | 655 | $79K | 0.0% | -12.6% | 0.000% | |
10/9/2025 | Perkins Coie Trust Co | 205,406 | $24.75M | 4.7% | -1.7% | 0.076% | |
10/9/2025 | Princeton Global Asset Management LLC | 13,474 | $1.62M | 0.3% | -2.2% | 0.005% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 10,131 | $1.22M | 0.0% | N/A | 0.004% | |
10/9/2025 | Voya Investment Management LLC | 26,712 | $3.22M | 0.0% | -87.0% | 0.010% | |
10/9/2025 | Embree Financial Group | 18,305 | $2.21M | 0.3% | -0.9% | 0.007% | |
10/9/2025 | Park Edge Advisors LLC | 3,546 | $427K | 0.1% | -27.4% | 0.001% | |
10/8/2025 | Wedmont Private Capital | 25,400 | $3.07M | 0.1% | -6.4% | 0.009% | |
10/8/2025 | Ignite Planners LLC | 4,503 | $543K | 0.1% | -1.9% | 0.002% | |
10/8/2025 | Balefire LLC | 7,247 | $873K | 0.2% | -1.8% | 0.003% | |
10/8/2025 | Country Club Bank | 251,409 | $30.16M | 1.8% | +0.9% | 0.093% | |
10/7/2025 | LBJ Family Wealth Advisors Ltd. | 13,409 | $1.62M | 0.9% | +2.3% | 0.005% | |
10/6/2025 | Keb Asset Management LLC | 2,268 | $273K | 0.1% | +9.0% | 0.001% | |
10/6/2025 | Steph & Co. | 23,647 | $2.85M | 0.9% | -0.6% | 0.009% | |
10/6/2025 | Wisconsin Wealth Advisors LLC | 3,606 | $435K | 0.4% | N/A | 0.001% | |
10/3/2025 | Aaron Wealth Advisors LLC | 671,400 | $80.90M | 4.8% | +9.7% | 0.246% | |
10/2/2025 | Investors Research Corp | 65,305 | $7.87M | 1.5% | +10.4% | 0.024% | |
9/26/2025 | Corient Private Wealth LLC | 255,015 | $27.85M | 0.0% | -9.6% | 0.095% | |
9/19/2025 | Base Wealth Management LLC | 80,853 | $8.83M | 5.7% | +8.2% | 0.030% | |
9/4/2025 | Osaic Holdings Inc. | 999,900 | $109.26M | 0.2% | -2.1% | 0.373% | |
8/27/2025 | Orion Porfolio Solutions LLC | 54,807 | $5.99M | 0.1% | +5.1% | 0.020% | |
8/26/2025 | Thrivent Financial for Lutherans | 89,660 | $9.79M | 0.0% | +3,858.5% | 0.033% | |
8/25/2025 | Fulcrum Equity Management | 2,819 | $308K | 0.3% | N/A | 0.001% | |
8/22/2025 | TT Capital Management LLC | 3,047 | $303K | 0.1% | N/A | 0.001% | |
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8/21/2025 | Clarion Wealth Managment Partners LLC | 19,091 | $2.09M | 2.3% | N/A | 0.007% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 19,244 | $2.10M | 0.1% | N/A | 0.007% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 276 | $30K | 0.0% | -25.6% | 0.000% | |
8/19/2025 | Cape Investment Advisory Inc. | 2,527 | $276K | 0.1% | -18.2% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 19,886 | $2.26M | 0.0% | +2.7% | 0.007% | |
8/19/2025 | Asset Dedication LLC | 1,419 | $155K | 0.0% | +56.8% | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 3,554 | $388K | 0.0% | +33.0% | 0.001% | |
8/18/2025 | Hershey Financial Advisers LLC | 19,478 | $2.13M | 1.9% | N/A | 0.007% | |
8/15/2025 | Global View Capital Management LLC | 12,694 | $1.39M | 0.4% | N/A | 0.005% | |
8/15/2025 | Semmax Financial Advisors Inc. | 490 | $56K | 0.0% | N/A | 0.000% | |