7/18/2025 | Precision Wealth Strategies LLC | 11,344 | $1.41M | 0.5% | N/A | 0.001% | |
7/18/2025 | TruNorth Capital Management LLC | 979 | $121K | 0.0% | -52.2% | 0.000% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 8,168 | $1.01M | 0.2% | +3.3% | 0.000% | |
7/18/2025 | Cohen Klingenstein LLC | 553,075 | $68.59M | 2.3% | -0.2% | 0.031% | |
7/18/2025 | SOA Wealth Advisors LLC. | 8,265 | $1.03M | 0.1% | -9.8% | 0.000% | |
7/18/2025 | Dogwood Wealth Management LLC | 409 | $50K | 0.0% | -35.2% | 0.000% | |
7/18/2025 | First Pacific Financial | 7,806 | $968K | 0.1% | +24.4% | 0.000% | |
7/18/2025 | Nabity Jensen Investment Management Inc | 5,325 | $660K | 0.5% | -7.8% | 0.000% | |
7/18/2025 | Trilogy Capital Inc. | 3,558 | $441K | 0.0% | -3.1% | 0.000% | |
7/18/2025 | QTR Family Wealth LLC | 2,924 | $363K | 0.2% | N/A | 0.000% | |
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7/18/2025 | Trust Co. of Vermont | 45,181 | $5.60M | 0.3% | -5.2% | 0.003% | |
7/18/2025 | Forbes J M & Co. LLP | 10,174 | $1.26M | 0.1% | -3.6% | 0.001% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 174,744 | $21.76M | 0.3% | -4.9% | 0.010% | |
7/18/2025 | Marino Stram & Associates LLC | 4,640 | $575K | 0.1% | +2.2% | 0.000% | |
7/18/2025 | Rogco LP | 4,673 | $579K | 0.2% | +9.9% | 0.000% | |
7/18/2025 | Impact Capital Partners LLC | 3,141 | $390K | 0.1% | +8.4% | 0.000% | |
7/18/2025 | Forza Wealth Management LLC | 7,943 | $985K | 0.4% | +9.1% | 0.000% | |
7/18/2025 | Childress Capital Advisors LLC | 2,749 | $341K | 0.1% | +3.3% | 0.000% | |
7/18/2025 | OLD Point Trust & Financial Services N A | 7,174 | $890K | 0.4% | -6.1% | 0.000% | |
7/18/2025 | PFG Investments LLC | 40,047 | $4.97M | 0.3% | -0.9% | 0.002% | |
7/18/2025 | Consolidated Portfolio Review Corp | 8,180 | $1.01M | 0.1% | -2.6% | 0.000% | |
7/18/2025 | LBP AM SA | 17,836 | $2.21M | 0.0% | N/A | 0.001% | |
7/18/2025 | Victrix Investment Advisors | 24,482 | $3.04M | 1.3% | +3.8% | 0.001% | |
7/18/2025 | Institute for Wealth Management LLC. | 46,652 | $5.79M | 0.6% | -1.6% | 0.003% | |
7/18/2025 | Brown Shipley& Co Ltd | 65,998 | $8.18M | 4.5% | -9.7% | 0.004% | |
7/18/2025 | Mitsubishi UFJ Asset Management UK Ltd. | 10,000 | $1.24M | 0.6% | N/A | 0.001% | |
7/18/2025 | Sicart Associates LLC | 52,586 | $6.52M | 2.3% | -3.8% | 0.003% | |
7/18/2025 | Generali Investments CEE investicni spolecnost a.s. | 93,582 | $11.61M | 1.0% | +8.5% | 0.005% | |
7/18/2025 | Cooper Financial Group | 25,372 | $3.15M | 0.4% | +21.4% | 0.001% | |
7/18/2025 | Truist Financial Corp | 1,187,583 | $147.27M | 0.2% | -1.3% | 0.066% | |
7/18/2025 | Westhampton Capital LLC | 22,515 | $2.79M | 1.4% | -1.3% | 0.001% | |
7/18/2025 | Parkside Investments LLC | 71,984 | $8.93M | 1.2% | -18.2% | 0.004% | |
7/18/2025 | FMB Wealth Management | 2,206 | $274K | 0.1% | -7.0% | 0.000% | |
7/18/2025 | First United Bank & Trust | 4,618 | $573K | 0.2% | -17.7% | 0.000% | |
7/18/2025 | Union Bancaire Privee UBP SA | 13,972 | $1.58M | 0.0% | +3.3% | 0.001% | |
7/17/2025 | Chicago Capital LLC | 25,232 | $3.13M | 0.1% | +21.3% | 0.001% | |
7/17/2025 | One Wealth Advisors LLC | 4,139 | $513K | 0.1% | +24.1% | 0.000% | |
7/17/2025 | Trivium Point Advisory LLC | 7,406 | $918K | 0.1% | -74.4% | 0.000% | |
7/17/2025 | Greenhouse Wealth Management LLC | 2,977 | $369K | 0.2% | -2.8% | 0.000% | |
7/17/2025 | Eagle Bluffs Wealth Management LLC | 17,017 | $2.12M | 1.0% | +2.3% | 0.001% | |
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7/17/2025 | Robbins Farley | 34,301 | $4.25M | 2.0% | +1.3% | 0.002% | |
7/17/2025 | DiNuzzo Private Wealth Inc. | 208 | $26K | 0.0% | +82.5% | 0.000% | |
7/17/2025 | Park Place Capital Corp | 826 | $102K | 0.0% | -58.7% | 0.000% | |
7/17/2025 | Alliance Wealth Advisors LLC | 20,087 | $2.49M | 1.3% | -4.7% | 0.001% | |
7/17/2025 | Greenleaf Trust | 40,144 | $4.98M | 0.0% | -6.4% | 0.002% | |
7/17/2025 | Capital Investment Advisors LLC | 51,625 | $6.40M | 0.1% | -2.0% | 0.003% | |
7/17/2025 | Centennial Wealth Advisory LLC | 2,397 | $297K | 0.1% | N/A | 0.000% | |
7/17/2025 | Presper Financial Architects LLC | 2,117 | $263K | 0.2% | N/A | 0.000% | |
7/17/2025 | Sterling Investment Advisors Ltd. | 5,448 | $676K | 0.1% | -7.2% | 0.000% | |
7/17/2025 | Northwest Wealth Management LLC | 2,777 | $344K | 0.1% | +8.0% | 0.000% | |
7/17/2025 | Summit Financial Strategies Inc. | 3,153 | $391K | 0.0% | -6.5% | 0.000% | |
7/17/2025 | Raleigh Capital Management Inc. | 2,400 | $298K | 0.1% | +8.5% | 0.000% | |
7/17/2025 | Asio Capital LLC | 23,446 | $2.91M | 0.5% | +11.0% | 0.001% | |
7/17/2025 | Spartan Planning & Wealth Management | 3,696 | $458K | 0.4% | N/A | 0.000% | |
7/17/2025 | LexAurum Advisors LLC | 9,099 | $1.13M | 0.2% | -0.9% | 0.001% | |
7/17/2025 | Janney Capital Management LLC | 2,775 | $344K | 0.0% | -4.4% | 0.000% | |
7/17/2025 | Claris Advisors LLC MO | 2,374 | $294K | 0.1% | N/A | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 389,578 | $48.31M | 0.1% | +3.0% | 0.022% | |
7/17/2025 | Venture Visionary Partners LLC | 64,721 | $8.03M | 0.3% | -9.7% | 0.004% | |
7/17/2025 | Smith Anglin Financial LLC | 11,031 | $1.37M | 0.1% | -2.8% | 0.001% | |
7/17/2025 | Smith Chas P & Associates PA Cpas | 5,331 | $661K | 0.0% | +14.4% | 0.000% | |
7/17/2025 | Oakworth Capital Inc. | 6,600 | $818K | 0.1% | -7.2% | 0.000% | |
7/17/2025 | SWS Partners | 15,977 | $1.98M | 0.5% | +6.6% | 0.001% | |
7/17/2025 | Wolff Wiese Magana LLC | 460 | $57K | 0.0% | +41.5% | 0.000% | |
7/17/2025 | Archford Capital Strategies LLC | 5,750 | $713K | 0.1% | +50.7% | 0.000% | |
7/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 20,121 | $2.50M | 0.5% | +7.3% | 0.001% | |
7/17/2025 | Moss Adams Wealth Advisors LLC | 4,479 | $555K | 0.1% | -10.2% | 0.000% | |
7/17/2025 | GC Wealth Management RIA LLC | 17,483 | $2.17M | 0.2% | +424.5% | 0.001% | |
7/17/2025 | Alpine Bank Wealth Management | 2,160 | $268K | 0.0% | +11.5% | 0.000% | |
7/17/2025 | Hanson & Doremus Investment Management | 46,790 | $5.80M | 0.8% | -1.3% | 0.003% | |
7/17/2025 | Albion Financial Group UT | 107,422 | $13.32M | 0.9% | +2.3% | 0.006% | |
7/17/2025 | V Square Quantitative Management LLC | 34,987 | $4.34M | 0.6% | -2.5% | 0.002% | |
7/17/2025 | Sound Income Strategies LLC | 3,462 | $429K | 0.0% | -19.3% | 0.000% | |
7/17/2025 | Investment Research & Advisory Group Inc. | 763 | $95K | 0.0% | +96.1% | 0.000% | |
7/17/2025 | First County Bank CT | 2,577 | $320K | 0.2% | -18.8% | 0.000% | |
7/17/2025 | Global Trust Asset Management LLC | 1,958 | $243K | 0.1% | -20.2% | 0.000% | |
7/17/2025 | Clean Yield Group | 5,150 | $639K | 0.2% | -7.0% | 0.000% | |
7/17/2025 | Independence Bank of Kentucky | 24,681 | $3.06M | 0.4% | -4.9% | 0.001% | |
7/17/2025 | Lazari Capital Management Inc. | 63,087 | $7.82M | 2.9% | -2.4% | 0.004% | |
7/17/2025 | Peoples Financial Services CORP. | 2,806 | $348K | 0.2% | -26.6% | 0.000% | |
7/17/2025 | Smith Salley Wealth Management | 1,879 | $233K | 0.0% | N/A | 0.000% | |
7/17/2025 | Addenda Capital Inc. | 67,560 | $8.41M | 0.4% | -0.6% | 0.004% | |
7/17/2025 | City Holding Co. | 31,408 | $3.90M | 0.5% | -5.9% | 0.002% | |
7/17/2025 | Argus Investors Counsel Inc. | 5,885 | $730K | 0.5% | +2.6% | 0.000% | |
7/17/2025 | Grandview Asset Management LLC | 2,399 | $298K | 0.1% | -27.2% | 0.000% | |
7/17/2025 | Patton Albertson Miller Group LLC | 37,964 | $4.71M | 0.6% | +11.8% | 0.002% | |
7/17/2025 | Tritonpoint Wealth LLC | 15,698 | $1.96M | 0.2% | +0.8% | 0.001% | |
7/17/2025 | Sonora Investment Management Group LLC | 90,467 | $11.22M | 0.8% | +0.4% | 0.005% | |
7/17/2025 | Stone Summit Wealth LLC | 14,927 | $1.85M | 0.6% | -2.3% | 0.001% | |
7/17/2025 | Fort Washington Investment Advisors Inc. OH | 868,154 | $107.66M | 0.6% | +37.0% | 0.048% | |
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7/17/2025 | Guyasuta Investment Advisors Inc. | 3,488 | $433K | 0.0% | +6.3% | 0.000% | |
7/17/2025 | Worth Financial Advisory Group LLC | 1,712 | $212K | 0.1% | N/A | 0.000% | |
7/17/2025 | Financial Designs Corp | 2,309 | $286K | 0.2% | N/A | 0.000% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 4,140 | $514K | 0.0% | +34.7% | 0.000% | |
7/17/2025 | Avior Wealth Management LLC | 48,526 | $6.01M | 0.2% | +6.5% | 0.003% | |
7/17/2025 | RBA Wealth Management LLC | 3,231 | $401K | 0.1% | -5.5% | 0.000% | |
7/17/2025 | TBH Global Asset Management LLC | 20,878 | $2.59M | 0.3% | -3.5% | 0.001% | |
7/17/2025 | Sterneck Capital Management LLC | 23,525 | $2.92M | 1.5% | -13.6% | 0.001% | |
7/17/2025 | Tiller Private Wealth Inc. | 3,797 | $471K | 0.2% | -41.1% | 0.000% | |
7/17/2025 | Sage Rhino Capital LLC | 1,739 | $216K | 0.0% | N/A | 0.000% | |