7/10/2025 | Oliver Lagore Vanvalin Investment Group | 2,074 | $303K | 0.1% | N/A | 0.000% | |
7/10/2025 | Triangle Securities Wealth Management | 21,665 | $3.16M | 0.8% | -7.2% | 0.002% | |
7/10/2025 | Piscataqua Savings Bank | 13,492 | $1.97M | 1.6% | -0.7% | 0.001% | |
7/10/2025 | Kozak & Associates Inc. | 1,587 | $232K | 0.0% | -4.6% | 0.000% | |
7/10/2025 | Charter Oak Capital Management LLC | 8,150 | $1.19M | 0.1% | +2.1% | 0.001% | |
7/10/2025 | Burns J W & Co. Inc. NY | 78,753 | $11.50M | 1.4% | -0.9% | 0.006% | |
7/10/2025 | Security National Bank | 49,033 | $7.16M | 1.2% | +120.4% | 0.004% | |
7/10/2025 | Brady Family Wealth LLC | 3,948 | $576K | 0.2% | -9.3% | 0.000% | |
7/10/2025 | YHB Investment Advisors Inc. | 46,893 | $6.85M | 0.5% | +0.2% | 0.004% | |
7/10/2025 | Global Financial Private Client LLC | 8,865 | $1.29M | 0.5% | +35.8% | 0.001% | |
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7/10/2025 | HF Advisory Group LLC | 18,312 | $2.67M | 1.1% | +15.5% | 0.001% | |
7/10/2025 | Rockland Trust Co. | 9,156 | $1.34M | 0.1% | +50.6% | 0.001% | |
7/10/2025 | ARS Wealth Advisors Group LLC | 26,838 | $3.92M | 0.5% | N/A | 0.002% | |
7/10/2025 | Contravisory Investment Management Inc. | 66,084 | $9.65M | 1.9% | +1,523.7% | 0.005% | |
7/10/2025 | Baker Tilly Wealth Management LLC | 8,367 | $1.22M | 0.4% | -9.6% | 0.001% | |
7/10/2025 | Exchange Traded Concepts LLC | 8,921 | $1.30M | 0.0% | -91.4% | 0.001% | |
7/10/2025 | Bigelow Investment Advisors LLC | 16,609 | $2.43M | 1.1% | -0.7% | 0.001% | |
7/10/2025 | Fulton Bank N.A. | 23,885 | $3.49M | 0.1% | -5.4% | 0.002% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 221,577 | $32.30M | 0.9% | +0.1% | 0.017% | |
7/10/2025 | Community Trust & Investment Co. | 133,621 | $19.51M | 1.1% | -0.4% | 0.010% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 746,430 | $108.79M | 0.2% | +3.7% | 0.056% | |
7/10/2025 | Strathmore Capital Advisors Inc. | 3,010 | $440K | 0.2% | N/A | 0.000% | |
7/10/2025 | Atticus Wealth Management LLC | 2,379 | $347K | 0.1% | +52.8% | 0.000% | |
7/10/2025 | Sharkey Howes & Javer | 3,508 | $512K | 0.1% | -6.3% | 0.000% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 29,281 | $4.28M | 1.5% | -0.6% | 0.002% | |
7/10/2025 | High Net Worth Advisory Group LLC | 7,222 | $1.06M | 0.3% | +10.1% | 0.001% | |
7/10/2025 | Wedmont Private Capital | 18,858 | $2.76M | 0.1% | +4.7% | 0.001% | |
7/10/2025 | Tompkins Financial Corp | 4,934 | $720K | 0.1% | -2.8% | 0.000% | |
7/10/2025 | American Financial Advisors LLC | 1,371 | $200K | 0.0% | N/A | 0.000% | |
7/10/2025 | Secure Asset Management LLC | 1,465 | $214K | 0.0% | -8.8% | 0.000% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 23,800 | $3.48M | 1.1% | +0.7% | 0.002% | |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 164,639 | $24.04M | 0.2% | +4.3% | 0.012% | |
7/10/2025 | KMG Fiduciary Partners LLC | 64,820 | $9.47M | 0.7% | +0.2% | 0.005% | |
7/10/2025 | Signal Advisors Wealth LLC | 4,435 | $648K | 0.1% | N/A | 0.000% | |
7/10/2025 | Focus Financial Network Inc. | 7,713 | $1.13M | 0.0% | +8.8% | 0.001% | |
7/10/2025 | Sovran Advisors LLC | 4,367 | $633K | 0.1% | +137.5% | 0.000% | |
7/10/2025 | Jackson Square Capital LLC | 4,537 | $662K | 0.1% | +2.0% | 0.000% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 34,812 | $5.08M | 0.2% | +0.4% | 0.003% | |
7/9/2025 | Gilman Hill Asset Management LLC | 1,813 | $265K | 0.0% | +8.5% | 0.000% | |
7/9/2025 | Defined Wealth Management LLC | 3,459 | $505K | 0.3% | -7.2% | 0.000% | |
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7/9/2025 | Radnor Capital Management LLC | 20,935 | $3.06M | 0.5% | +1.7% | 0.002% | |
7/9/2025 | Channel Wealth LLC | 3,416 | $499K | 0.1% | -2.8% | 0.000% | |
7/9/2025 | DLK Investment Management LLC | 51,354 | $7.50M | 2.8% | +0.3% | 0.004% | |
7/9/2025 | Pines Wealth Management LLC | 6,365 | $928K | 0.3% | +6.0% | 0.000% | |
7/9/2025 | Chesley Taft & Associates LLC | 109,293 | $15.96M | 0.7% | +24.8% | 0.008% | |
7/9/2025 | Sunpointe LLC | 3,247 | $474K | 0.2% | -2.5% | 0.000% | |
7/9/2025 | Sapient Capital LLC | 64,592 | $9.43M | 0.2% | -5.2% | 0.005% | |
7/9/2025 | Procyon Advisors LLC | 8,979 | $1.31M | 0.1% | -75.7% | 0.001% | |
7/9/2025 | Pallas Capital Advisors LLC | 23,542 | $3.44M | 0.1% | +450.6% | 0.002% | |
7/9/2025 | Gateway Investment Advisers LLC | 544,039 | $79.44M | 0.9% | -1.8% | 0.041% | |
7/9/2025 | Goelzer Investment Management Inc. | 43,373 | $6.33M | 0.3% | -2.5% | 0.003% | |
7/9/2025 | Aaron Wealth Advisors LLC | 10,264 | $1.50M | 0.2% | -3.8% | 0.001% | |
7/9/2025 | Keystone Wealth Services LLC | 1,436 | $210K | 0.1% | -13.5% | 0.000% | |
7/9/2025 | StrongBox Wealth LLC | 33,973 | $4.96M | 1.9% | +2.1% | 0.003% | |
7/9/2025 | Thrive Wealth Management LLC | 4,218 | $616K | 0.1% | +2.0% | 0.000% | |
7/9/2025 | Breakwater Capital Group | 5,344 | $780K | 0.1% | +1.9% | 0.000% | |
7/9/2025 | Balefire LLC | 1,493 | $218K | 0.0% | N/A | 0.000% | |
7/9/2025 | LifePlan Financial LLC | 5,048 | $737K | 0.6% | -37.0% | 0.000% | |
7/9/2025 | Fragasso Financial Advisors Inc | 2,188 | $319K | 0.0% | N/A | 0.000% | |
7/9/2025 | St. Louis Financial Planners Asset Management LLC | 18,514 | $2.70M | 2.1% | N/A | 0.001% | |
7/9/2025 | Heritage Family Offices LLP | 12,833 | $1.87M | 0.9% | N/A | 0.001% | |
7/9/2025 | Exchange Bank | 2,320 | $339K | 0.3% | -3.1% | 0.000% | |
7/9/2025 | Emprise Bank | 14,602 | $2.13M | 1.0% | -2.6% | 0.001% | |
7/9/2025 | Renaissance Investment Group LLC | 85,434 | $12.48M | 2.7% | -0.1% | 0.006% | |
7/9/2025 | Woodstock Corp | 149,391 | $21.81M | 2.0% | -0.7% | 0.011% | |
7/9/2025 | Lifestyle Asset Management Inc. | 1,824 | $266K | 0.1% | +13.7% | 0.000% | |
7/9/2025 | Bowman & Co S.C. | 1,440 | $210K | 0.1% | N/A | 0.000% | |
7/9/2025 | Bay Rivers Group | 3,132 | $457K | 0.2% | -4.6% | 0.000% | |
7/9/2025 | Beacon Financial Group | 9,111 | $1.33M | 0.1% | -6.4% | 0.001% | |
7/9/2025 | Reyes Financial Architecture Inc. | 3,609 | $527K | 0.5% | +64.8% | 0.000% | |
7/9/2025 | Czech National Bank | 326,554 | $47.68M | 0.4% | +6.7% | 0.024% | |
7/9/2025 | Sandy Cove Advisors LLC | 3,537 | $516K | 0.2% | +4.7% | 0.000% | |
7/9/2025 | Sandbox Financial Partners LLC | 1,422 | $208K | 0.1% | N/A | 0.000% | |
7/9/2025 | WealthCare Investment Partners LLC | 4,798 | $699K | 0.3% | +4.4% | 0.000% | |
7/8/2025 | Little House Capital LLC | 24,973 | $3.65M | 0.9% | -29.3% | 0.002% | |
7/8/2025 | Dover Advisors LLC | 29,015 | $4.24M | 1.9% | +0.7% | 0.002% | |
7/8/2025 | Chemistry Wealth Management LLC | 10,597 | $1.55M | 0.3% | +2.4% | 0.001% | |
7/8/2025 | Avity Investment Management Inc. | 285,551 | $41.70M | 3.1% | -5.7% | 0.021% | |
7/8/2025 | Rise Advisors LLC | 2,529 | $369K | 0.1% | +7.1% | 0.000% | |
7/8/2025 | Baker Ellis Asset Management LLC | 58,753 | $8.58M | 1.2% | -1.3% | 0.004% | |
7/8/2025 | Atlas Brown Inc. | 11,027 | $1.61M | 0.5% | -4.0% | 0.001% | |
7/8/2025 | Granite Bay Wealth Management LLC | 46,305 | $6.76M | 2.2% | N/A | 0.003% | |
7/8/2025 | Persium Advisors LLC | 4,935 | $721K | 0.6% | +1.6% | 0.000% | |
7/8/2025 | Webster Bank N. A. | 13,225 | $1.93M | 0.2% | -3.7% | 0.001% | |
7/8/2025 | MRA Advisory Group | 1,644 | $240K | 0.1% | N/A | 0.000% | |
7/8/2025 | Allen Mooney & Barnes Investment Advisors LLC | 4,559 | $666K | 0.1% | +2.8% | 0.000% | |
7/8/2025 | RMR Wealth Builders | 2,036 | $297K | 0.0% | +3.6% | 0.000% | |
7/8/2025 | NBC Securities Inc. | 12,930 | $1.89M | 0.2% | +1.3% | 0.001% | |
7/8/2025 | Apella Capital LLC | 6,309 | $921K | 0.0% | +26.8% | 0.000% | |
7/8/2025 | Bard Financial Services Inc. | 25,990 | $3.80M | 0.5% | +5.3% | 0.002% | |
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7/8/2025 | Boltwood Capital Management | 8,346 | $1.22M | 0.3% | +18.0% | 0.001% | |
7/8/2025 | Heartwood Wealth Advisors LLC | 2,777 | $405K | 0.0% | +5.5% | 0.000% | |
7/8/2025 | Legacy Private Trust Co. | 6,396 | $934K | 0.1% | -1.6% | 0.000% | |
7/8/2025 | Gradient Investments LLC | 109,162 | $15.94M | 0.3% | -2.1% | 0.008% | |
7/8/2025 | S.E.E.D. Planning Group LLC | 12,017 | $1.76M | 0.6% | -29.7% | 0.001% | |
7/8/2025 | GK Wealth Management LLC | 2,496 | $364K | 0.3% | -10.7% | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 33,725 | $4.93M | 0.1% | -3.8% | 0.003% | |
7/7/2025 | Trust Co. of Oklahoma | 5,486 | $801K | 0.3% | -2.5% | 0.000% | |
7/7/2025 | Investors Research Corp | 3,084 | $450K | 0.1% | -37.8% | 0.000% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 21,391 | $3.12M | 0.6% | +1.8% | 0.002% | |