4/17/2025 | Aries Wealth Management | 7,449 | $2.25M | 0.6% | +3.6% | 0.002% | |
4/17/2025 | Ritholtz Wealth Management | 7,791 | $2.35M | 0.1% | +5.8% | 0.002% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 8,091 | $2.44M | 0.1% | -3.9% | 0.002% | |
4/17/2025 | MFA Wealth Services | 1,522 | $460K | 0.4% | -8.8% | 0.000% | |
4/17/2025 | American Institute for Advanced Investment Management LLP | 1,480 | $420K | 0.3% | +21.3% | 0.000% | |
4/17/2025 | Missouri Trust & Investment Co | 4,065 | $1.23M | 0.4% | +20.3% | 0.001% | |
4/16/2025 | Dover Advisors LLC | 984 | $298K | 0.1% | N/A | 0.000% | |
4/16/2025 | Opal Wealth Advisors LLC | 84 | $25K | 0.0% | N/A | 0.000% | |
4/16/2025 | Hennessy Advisors Inc. | 3,000 | $906K | 0.0% | N/A | 0.001% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 228,104 | $68.89M | 0.1% | -17.9% | 0.057% | |
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4/16/2025 | Tritonpoint Wealth LLC | 34,106 | $10.33M | 1.0% | -1.0% | 0.009% | |
4/16/2025 | Stock Yards Bank & Trust Co. | 2,934 | $886K | 0.0% | -6.5% | 0.001% | |
4/16/2025 | Ipswich Investment Management Co. Inc. | 17,918 | $5.41M | 1.3% | -3.5% | 0.004% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 1,504 | $454K | 0.0% | -16.4% | 0.000% | |
4/16/2025 | CCM Investment Advisers LLC | 47,853 | $14.45M | 1.8% | -1.5% | 0.012% | |
4/16/2025 | Stanley Laman Group Ltd. | 1,078 | $326K | 0.0% | N/A | 0.000% | |
4/16/2025 | Everhart Financial Group Inc. | 1,969 | $595K | 0.1% | +11.1% | 0.000% | |
4/16/2025 | Relyea Zuckerberg Hanson LLC | 4,389 | $1.33M | 0.2% | -1.1% | 0.001% | |
4/16/2025 | Delta Capital Management LLC | 13,155 | $3.97M | 1.6% | -2.5% | 0.003% | |
4/16/2025 | RMR Wealth Builders | 4,532 | $1.37M | 0.1% | +1.1% | 0.001% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 112,429 | $33.95M | 1.0% | +2.0% | 0.028% | |
4/16/2025 | Liberty Capital Management Inc. | 16,777 | $5.07M | 1.1% | +0.3% | 0.004% | |
4/16/2025 | BTS Asset Management Inc. | 1,500 | $453K | 0.5% | N/A | 0.000% | |
4/16/2025 | Willis Investment Counsel | 147,945 | $44.68M | 3.0% | +0.4% | 0.037% | |
4/16/2025 | Thomasville National Bank | 15,056 | $4.55M | 0.3% | +2.7% | 0.004% | |
4/16/2025 | Rockland Trust Co. | 120,480 | $36.38M | 1.8% | +0.1% | 0.030% | |
4/16/2025 | Compagnie Lombard Odier SCmA | 54,518 | $16.46M | 0.2% | -16.0% | 0.014% | |
4/16/2025 | McElhenny Sheffield Capital Management LLC | 1,875 | $566K | 0.2% | N/A | 0.000% | |
4/15/2025 | Net Worth Advisory Group | 3,070 | $927K | 0.3% | +27.2% | 0.001% | |
4/15/2025 | Sapient Capital LLC | 757 | $229K | 0.0% | -23.1% | 0.000% | |
4/15/2025 | apricus wealth LLC | 10,444 | $3.15M | 1.9% | +1.0% | 0.003% | |
4/15/2025 | Greenwood Capital Associates LLC | 12,910 | $3.90M | 0.5% | +9.8% | 0.003% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 664 | $201K | 0.0% | -7.0% | 0.000% | |
4/15/2025 | Fifth Third Bancorp | 174,550 | $52.71M | 0.2% | -7.8% | 0.044% | |
4/15/2025 | Simon Quick Advisors LLC | 2,243 | $677K | 0.0% | +28.8% | 0.001% | |
4/15/2025 | Echo45 Advisors LLC | 918 | $277K | 0.2% | -4.8% | 0.000% | |
4/15/2025 | Baker Ellis Asset Management LLC | 2,349 | $709K | 0.1% | +19.9% | 0.001% | |
4/15/2025 | Investment Partners Asset Management Inc. | 1,499 | $453K | 0.4% | +46.8% | 0.000% | |
4/15/2025 | Transform Wealth LLC | 40,844 | $12.37M | 0.7% | +0.7% | 0.010% | |
4/15/2025 | Virginia Wealth Management Group Inc. | 17,893 | $5.40M | 3.3% | -6.9% | 0.004% | |
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4/15/2025 | Focus Financial Network Inc. | 1,270 | $385K | 0.0% | +46.8% | 0.000% | |
4/15/2025 | InTrack Investment Management Inc | 2,237 | $676K | 0.6% | -12.9% | 0.001% | |
4/15/2025 | Northeast Investment Management | 3,081 | $930K | 0.0% | -19.1% | 0.001% | |
4/15/2025 | USA Financial Formulas | 1,376 | $416K | 0.1% | -23.0% | 0.000% | |
4/15/2025 | Rowlandmiller & PARTNERS.ADV | 35,796 | $10.81M | 2.3% | -4.0% | 0.009% | |
4/15/2025 | CX Institutional | 3,367 | $1.02M | 0.0% | +17.0% | 0.001% | |
4/15/2025 | Assenagon Asset Management S.A. | 10,380 | $3.14M | 0.0% | -61.4% | 0.003% | |
4/15/2025 | MV Capital Management Inc. | 10,508 | $3.17M | 0.3% | +3.2% | 0.003% | |
4/15/2025 | Trueblood Wealth Management LLC | 4,991 | $1.51M | 0.7% | +19.7% | 0.001% | |
4/15/2025 | Atwood & Palmer Inc. | 130 | $39K | 0.0% | -36.6% | 0.000% | |
4/15/2025 | Handelsbanken Fonder AB | 130,705 | $39.47M | 0.2% | -7.8% | 0.033% | |
4/15/2025 | Nepsis Inc. | 75,192 | $22.71M | 5.6% | +28.5% | 0.019% | |
4/15/2025 | Sanibel Captiva Trust Company Inc. | 65,042 | $19.64M | 0.6% | -3.2% | 0.016% | |
4/15/2025 | SG Americas Securities LLC | 680,456 | $205.49M | 0.7% | +1,243.9% | 0.170% | |
4/15/2025 | Central Valley Advisors LLC | 7,906 | $2.39M | 0.9% | -1.5% | 0.002% | |
4/15/2025 | Dividend Assets Capital LLC | 6,998 | $2.11M | 0.4% | -9.8% | 0.002% | |
4/15/2025 | Avanza Fonder AB | 25,645 | $7.73M | 0.3% | N/A | 0.006% | |
4/15/2025 | Parsons Capital Management Inc. RI | 4,777 | $1.44M | 0.1% | -1.2% | 0.001% | |
4/15/2025 | Crescent Sterling Ltd. | 1,386 | $419K | 0.4% | +38.9% | 0.000% | |
4/15/2025 | Accurate Wealth Management LLC | 8,916 | $2.53M | 0.5% | -2.5% | 0.002% | |
4/15/2025 | Fiduciary Financial Group LLC | 743 | $210K | 0.0% | N/A | 0.000% | |
4/15/2025 | Simplicity Wealth LLC | 676 | $204K | 0.0% | N/A | 0.000% | |
4/15/2025 | GAMMA Investing LLC | 6,901 | $2.08M | 0.2% | +22.3% | 0.002% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 6,561 | $1.98M | 0.1% | +4.2% | 0.002% | |
4/15/2025 | Trust Co. of Oklahoma | 5,467 | $1.65M | 0.6% | -3.3% | 0.001% | |
4/14/2025 | Yousif Capital Management LLC | 83,959 | $25.36M | 0.3% | -2.0% | 0.021% | |
4/14/2025 | Olstein Capital Management L.P. | 9,000 | $2.72M | 0.5% | N/A | 0.002% | |
4/14/2025 | Bruce G. Allen Investments LLC | 847 | $256K | 0.2% | +18.8% | 0.000% | |
4/14/2025 | Midland Wealth Advisors LLC | 841 | $254K | 0.0% | -4.4% | 0.000% | |
4/14/2025 | Pallas Capital Advisors LLC | 4,855 | $1.47M | 0.1% | +55.7% | 0.001% | |
4/14/2025 | Farther Finance Advisors LLC | 4,005 | $1.21M | 0.0% | +6.3% | 0.001% | |
4/14/2025 | City Holding Co. | 196 | $59K | 0.0% | +98.0% | 0.000% | |
4/14/2025 | Daymark Wealth Partners LLC | 23,633 | $7.14M | 0.2% | -0.9% | 0.006% | |
4/14/2025 | CHICAGO TRUST Co NA | 15,241 | $4.60M | 0.8% | -2.6% | 0.004% | |
4/14/2025 | Portside Wealth Group LLC | 1,146 | $346K | 0.1% | +18.9% | 0.000% | |
4/14/2025 | Moss Adams Wealth Advisors LLC | 1,102 | $334K | 0.0% | +17.0% | 0.000% | |
4/14/2025 | Foundation Resource Management Inc. | 2,025 | $612K | 0.1% | -4.9% | 0.001% | |
4/14/2025 | Courier Capital LLC | 1,344 | $406K | 0.0% | -6.9% | 0.000% | |
4/14/2025 | Wesbanco Bank Inc. | 18,002 | $5.44M | 0.2% | +1.0% | 0.004% | |
4/14/2025 | First Citizens Bank & Trust Co. | 3,489 | $1.05M | 0.0% | -22.9% | 0.001% | |
4/14/2025 | Priebe Wealth Holdings LLC | 906 | $274K | 0.2% | N/A | 0.000% | |
4/14/2025 | GoodHaven Capital Management LLC | 42,955 | $12.97M | 4.4% | +23.2% | 0.011% | |
4/14/2025 | Abacus Planning Group Inc. | 1,723 | $520K | 0.1% | +22.4% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 4,111 | $1.24M | 0.0% | +7.2% | 0.001% | |
4/14/2025 | Park Avenue Securities LLC | 23,905 | $7.22M | 0.1% | +14.7% | 0.006% | |
4/14/2025 | OLD National Bancorp IN | 4,213 | $1.27M | 0.0% | +4.3% | 0.001% | |
4/14/2025 | Kennebec Savings Bank | 2,772 | $837K | 0.9% | +2.4% | 0.001% | |
4/14/2025 | Bank of New Hampshire | 1,577 | $476K | 0.1% | -4.0% | 0.000% | |
4/14/2025 | Miracle Mile Advisors LLC | 9,941 | $3.00M | 0.1% | +55.6% | 0.002% | |
4/14/2025 | RDA Financial Network | 713 | $215K | 0.1% | N/A | 0.000% | |
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4/14/2025 | Revolve Wealth Partners LLC | 789 | $238K | 0.0% | +6.2% | 0.000% | |
4/14/2025 | UMB Bank n.a. | 10,361 | $3.13M | 0.1% | -71.4% | 0.003% | |
4/14/2025 | Orrstown Financial Services Inc. | 1,139 | $344K | 0.1% | +57.3% | 0.000% | |
4/14/2025 | Sivia Capital Partners LLC | 1,217 | $368K | 0.2% | +5.1% | 0.000% | |
4/14/2025 | Sunflower Bank N.A. | 905 | $273K | 0.1% | +4.4% | 0.000% | |
4/11/2025 | Perkins Coie Trust Co | 18,599 | $5.62M | 1.3% | +0.5% | 0.005% | |
4/11/2025 | First City Capital Management Inc. | 2,188 | $661K | 0.4% | -2.2% | 0.001% | |
4/11/2025 | Stokes Capital Advisors LLC | 26,239 | $7.92M | 2.0% | +1.7% | 0.007% | |
4/11/2025 | Independence Bank of Kentucky | 1,961 | $592K | 0.1% | -9.1% | 0.000% | |
4/11/2025 | Hudson Valley Investment Advisors Inc. ADV | 1,481 | $447K | 0.1% | -13.9% | 0.000% | |