7/25/2025 | NorthRock Partners LLC | 4,205 | $567K | 0.0% | -8.4% | 0.002% | |
7/25/2025 | Atria Wealth Solutions Inc. | 34,139 | $4.60M | 0.1% | -77.3% | 0.014% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 26,015 | $3.51M | 0.0% | -55.6% | 0.011% | |
7/25/2025 | Sequoia Financial Advisors LLC | 27,931 | $3.77M | 0.0% | -13.8% | 0.011% | |
7/25/2025 | Riverpoint Wealth Management Holdings LLC | 27,209 | $3.67M | 0.9% | -20.1% | 0.011% | |
7/25/2025 | MGO One Seven LLC | 15,997 | $2.16M | 0.1% | -2.4% | 0.006% | |
7/25/2025 | Cypress Capital Group | 13,918 | $1.88M | 0.2% | +14.4% | 0.006% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 214 | $29K | 0.0% | -27.2% | 0.000% | |
7/25/2025 | Almanack Investment Partners LLC. | 1,872 | $252K | 0.0% | +16.1% | 0.001% | |
7/25/2025 | M3 Advisory Group LLC | 11,682 | $1.58M | 1.1% | -4.0% | 0.005% | |
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7/25/2025 | CWM LLC | 85,340 | $11.50M | 0.0% | -0.4% | 0.035% | |
7/25/2025 | Lodestar Private Asset Management LLC | 8,795 | $1.19M | 0.1% | -10.6% | 0.004% | |
7/25/2025 | Means Investment CO. Inc. | 142,552 | $19.22M | 1.8% | +33.0% | 0.058% | |
7/25/2025 | Concurrent Investment Advisors LLC | 125,071 | $16.86M | 0.3% | -15.6% | 0.051% | |
7/25/2025 | Johnson Investment Counsel Inc. | 20,208 | $2.72M | 0.0% | +2.7% | 0.008% | |
7/25/2025 | Apollon Financial LLC | 11,323 | $1.53M | 0.3% | -3.2% | 0.005% | |
7/25/2025 | Apollon Wealth Management LLC | 14,896 | $2.01M | 0.0% | -4.0% | 0.006% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 3,635 | $490K | 0.0% | -2.7% | 0.001% | |
7/25/2025 | Richardson Financial Services Inc. | 6,924 | $946K | 0.6% | +4,776.1% | 0.003% | |
7/24/2025 | Trust Co. of Toledo NA OH | 242 | $33K | 0.0% | N/A | 0.000% | |
7/24/2025 | JNBA Financial Advisors | 1,651 | $223K | 0.0% | +6.9% | 0.001% | |
7/24/2025 | KFA Private Wealth Group LLC | 7,684 | $1.04M | 0.3% | +1.4% | 0.003% | |
7/24/2025 | Eastern Bank | 3,398 | $458K | 0.0% | -23.3% | 0.001% | |
7/24/2025 | Lmcg Investments LLC | 13,542 | $1.83M | 0.1% | +10.5% | 0.005% | |
7/24/2025 | Zullo Investment Group Inc. | 19,392 | $2.61M | 1.1% | -0.5% | 0.008% | |
7/24/2025 | JFS Wealth Advisors LLC | 18,943 | $2.55M | 0.2% | -5.0% | 0.008% | |
7/24/2025 | Greenwood Gearhart Inc. | 424,295 | $57.19M | 3.6% | +29.1% | 0.172% | |
7/24/2025 | Accredited Investor Services LLC | 3,622 | $488K | 0.4% | +12.4% | 0.001% | |
7/24/2025 | Blue Trust Inc. | 2,129 | $287K | 0.0% | +118.6% | 0.001% | |
7/24/2025 | Fourpath Capital Management LLC | 3,629 | $489K | 0.1% | +11.0% | 0.001% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 36,074 | $4.86M | 0.2% | -61.3% | 0.015% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 27,359 | $3.69M | 0.3% | -1.6% | 0.011% | |
7/24/2025 | Total Wealth Planning & Management Inc. | 2,774 | $374K | 0.3% | -36.0% | 0.001% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 145,248 | $19.58M | 1.1% | +16.4% | 0.059% | |
7/24/2025 | Coordinated Financial Services Inc. | 6,076 | $819K | 0.6% | N/A | 0.002% | |
7/24/2025 | Beacon Bridge Wealth Partners LLC | 3,365 | $454K | 0.2% | N/A | 0.001% | |
7/24/2025 | IFP Advisors Inc | 28,093 | $3.79M | 0.1% | +3.0% | 0.011% | |
7/24/2025 | Court Place Advisors LLC | 3,984 | $537K | 0.2% | -3.6% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 120,793 | $16.28M | 0.0% | -1.7% | 0.049% | |
7/24/2025 | Rice Partnership LLC | 396 | $53K | 0.0% | +25.7% | 0.000% | |
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7/24/2025 | Advanced Asset Management Advisors Inc | 2,297 | $310K | 0.1% | -12.1% | 0.001% | |
7/24/2025 | Lokken Investment Group LLC | 10,558 | $1.42M | 0.5% | +17.8% | 0.004% | |
7/24/2025 | US Bancorp DE | 421,450 | $56.81M | 0.1% | -6.2% | 0.171% | |
7/23/2025 | Columbus Macro LLC | 17,046 | $2.30M | 0.3% | -9.5% | 0.007% | |
7/23/2025 | Trifecta Capital Advisors LLC | 11,173 | $1.51M | 0.3% | +1.8% | 0.005% | |
7/23/2025 | Vontobel Holding Ltd. | 6,518 | $879K | 0.0% | +75.7% | 0.003% | |
7/23/2025 | Peak Financial Management Inc. | 4,085 | $551K | 0.2% | -12.6% | 0.002% | |
7/23/2025 | First Merchants Corp | 65,926 | $8.89M | 0.3% | -2.1% | 0.027% | |
7/23/2025 | Massachusetts Wealth Management | 19,844 | $2.68M | 1.5% | +2.9% | 0.008% | |
7/23/2025 | Fluent Financial LLC | 20,592 | $2.78M | 1.1% | N/A | 0.008% | |
7/23/2025 | Clear Creek Financial Management LLC | 16,806 | $2.27M | 0.2% | +2.2% | 0.007% | |
7/23/2025 | Bar Harbor Wealth Management | 135,510 | $18.27M | 1.2% | -4.3% | 0.055% | |
7/23/2025 | IMZ Advisory Inc | 130,526 | $17.21M | 6.9% | +9.6% | 0.053% | |
7/23/2025 | H&H Retirement Design & Management INC | 38,936 | $5.10M | 2.8% | +12.6% | 0.016% | |
7/23/2025 | Dohj LLC | 4,249 | $577K | 0.2% | N/A | 0.002% | |
7/23/2025 | Fortis Advisors LLC | 3,407 | $459K | 0.3% | -12.6% | 0.001% | |
7/23/2025 | Castle Rock Wealth Management LLC | 1,807 | $238K | 0.1% | -10.0% | 0.001% | |
7/23/2025 | Morton Capital Management LLC CA | 2,038 | $275K | 0.0% | N/A | 0.001% | |
7/23/2025 | Valmark Advisers Inc. | 122,710 | $16.54M | 0.2% | +8.9% | 0.050% | |
7/23/2025 | WESPAC Advisors LLC | 2,592 | $349K | 0.2% | -23.8% | 0.001% | |
7/23/2025 | Nelson Capital Management LLC | 24,608 | $3.32M | 0.4% | +2.4% | 0.010% | |
7/23/2025 | NBT Bank N A NY | 7,308 | $985K | 0.1% | -9.5% | 0.003% | |
7/23/2025 | Proffitt & Goodson Inc. | 14,250 | $1.92M | 0.3% | +4.3% | 0.006% | |
7/23/2025 | Venturi Wealth Management LLC | 36,359 | $4.90M | 0.2% | -3.3% | 0.015% | |
7/23/2025 | WestEnd Advisors LLC | 2,624,490 | $353.76M | 8.8% | -4.6% | 1.068% | |
7/23/2025 | 1 North Wealth Services LLC | 18,560 | $2.50M | 1.0% | N/A | 0.008% | |
7/23/2025 | BankPlus Trust Department | 203 | $27K | 0.0% | +625.0% | 0.000% | |
7/23/2025 | High Note Wealth LLC | 74,199 | $10.00M | 2.3% | -2.6% | 0.030% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 5,469 | $737K | 0.1% | -57.1% | 0.002% | |
7/23/2025 | Laraway Financial Advisors Inc | 23,470 | $3.16M | 2.4% | -3.5% | 0.010% | |
7/23/2025 | True Vision MN LLC | 5,357 | $722K | 0.4% | -3.1% | 0.002% | |
7/23/2025 | Tyche Wealth Partners LLC | 4,441 | $599K | 0.1% | +54.9% | 0.002% | |
7/23/2025 | RMG Wealth Management LLC | 240 | $32K | 0.0% | N/A | 0.000% | |
7/23/2025 | HMV Wealth Advisors LLC | 2,227 | $300K | 0.2% | -19.2% | 0.001% | |
7/23/2025 | Meitav Investment House Ltd. | 1,047,929 | $141.30M | 2.1% | -46.6% | 0.426% | |
7/23/2025 | Roberts Wealth Advisors LLC | 9,081 | $1.22M | 0.4% | +1.4% | 0.004% | |
7/23/2025 | Country Club Bank | 5,072 | $679K | 0.0% | -8.6% | 0.002% | |
7/23/2025 | SteelPeak Wealth LLC | 12,341 | $1.66M | 0.1% | -19.7% | 0.005% | |
7/22/2025 | D.B. Root & Company LLC | 3,181 | $429K | 0.1% | +74.7% | 0.001% | |
7/22/2025 | Relyea Zuckerberg Hanson LLC | 11,052 | $1.49M | 0.2% | N/A | 0.004% | |
7/22/2025 | Belpointe Asset Management LLC | 24,752 | $3.34M | 0.1% | -6.0% | 0.010% | |
7/22/2025 | Berkshire Money Management Inc. | 5,634 | $759K | 0.1% | -8.6% | 0.002% | |
7/22/2025 | Gratus Wealth Advisors LLC | 80,922 | $10.91M | 1.7% | +1.4% | 0.033% | |
7/22/2025 | Autumn Glory Partners LLC | 1,809 | $244K | 0.1% | -4.2% | 0.001% | |
7/22/2025 | Valeo Financial Advisors LLC | 3,064 | $413K | 0.0% | -47.4% | 0.001% | |
7/22/2025 | DAVENPORT & Co LLC | 146,521 | $19.75M | 0.1% | -3.7% | 0.060% | |
7/22/2025 | Marks Group Wealth Management Inc | 3,362 | $453K | 0.0% | -15.1% | 0.001% | |
7/22/2025 | Woodmont Investment Counsel LLC | 56,261 | $7.58M | 0.5% | +5.8% | 0.023% | |
7/22/2025 | Global Assets Advisory LLC | 3,408 | $466K | 0.2% | -66.6% | 0.001% | |
7/22/2025 | Grimes & Company Inc. | 144,394 | $19.46M | 0.5% | -49.0% | 0.059% | |
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7/22/2025 | JSF Financial LLC | 15,870 | $2.14M | 0.5% | -44.1% | 0.006% | |
7/22/2025 | Merit Financial Group LLC | 38,416 | $5.18M | 0.1% | -17.7% | 0.016% | |
7/22/2025 | Measured Risk Portfolios Inc. | 2,204 | $297K | 0.3% | -6.6% | 0.001% | |
7/22/2025 | Alta Wealth Advisors LLC | 5,972 | $805K | 0.4% | -22.1% | 0.002% | |
7/22/2025 | Simplicity Wealth LLC | 29,208 | $3.94M | 0.2% | +114.7% | 0.012% | |
7/22/2025 | Chemung Canal Trust Co. | 47,590 | $6.42M | 1.3% | -41.3% | 0.019% | |
7/22/2025 | OLD National Bancorp IN | 90,814 | $12.24M | 0.2% | -10.8% | 0.037% | |
7/22/2025 | Realta Investment Advisors | 9,055 | $1.22M | 0.5% | +2.4% | 0.004% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 21,749 | $2.93M | 0.1% | -1.9% | 0.009% | |
7/22/2025 | Tandem Investment Partners LLC | 21,485 | $2.90M | 2.5% | +7.4% | 0.009% | |