10/21/2025 | Gateway Investment Advisers LLC | 115,023 | $10.74M | 0.1% | N/A | 0.016% | |
10/21/2025 | Fifth Third Wealth Advisors LLC | 182,752 | $17.06M | 0.6% | +4.1% | 0.025% | |
10/21/2025 | Penobscot Investment Management Company Inc. | 43,778 | $4.09M | 0.3% | +33.8% | 0.006% | |
10/21/2025 | Fountainhead AM LLC | 2,779 | $259K | 0.0% | +14.4% | 0.000% | |
10/21/2025 | Pettinga Financial Advisors LLC | 38,006 | $3.55M | 0.7% | -3.5% | 0.005% | |
10/21/2025 | SC&H Financial Advisors Inc. | 11,221 | $1.05M | 0.2% | -4.4% | 0.002% | |
10/21/2025 | Eagle Strategies LLC | 6,789 | $634K | 0.1% | N/A | 0.001% | |
10/21/2025 | Saxony Capital Management LLC | 24,199 | $2.26M | 1.5% | +10.8% | 0.003% | |
10/21/2025 | Global Retirement Partners LLC | 48,460 | $4.53M | 0.1% | +26.1% | 0.007% | |
10/21/2025 | Davis Capital Management | 1,293 | $121K | 0.1% | N/A | 0.000% | |
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10/21/2025 | American National Bank & Trust | 8,984 | $839K | 0.1% | -9.1% | 0.001% | |
10/21/2025 | Commonwealth Financial Services LLC | 56,154 | $5.24M | 0.9% | +38.4% | 0.008% | |
10/21/2025 | apricus wealth LLC | 2,183 | $204K | 0.1% | N/A | 0.000% | |
10/21/2025 | Simon Quick Advisors LLC | 25,851 | $2.41M | 0.1% | +37.5% | 0.004% | |
10/21/2025 | Signaturefd LLC | 9,596 | $896K | 0.0% | +8.5% | 0.001% | |
10/21/2025 | Pflug Koory LLC | 375 | $35K | 0.0% | +65.9% | 0.000% | |
10/21/2025 | Unique Wealth LLC | 355,603 | $33.20M | 4.9% | -0.7% | 0.049% | |
10/21/2025 | Three Bridge Wealth Advisors LLC | 2,810 | $262K | 0.1% | -20.0% | 0.000% | |
10/21/2025 | Morris Financial Concepts Inc. | 30,184 | $2.82M | 1.0% | +13.8% | 0.004% | |
10/21/2025 | NTV Asset Management LLC | 41,244 | $3.85M | 0.4% | -3.5% | 0.006% | |
10/21/2025 | Arbor Investment Advisors LLC | 302,380 | $28.23M | 3.6% | -14.1% | 0.042% | |
10/21/2025 | First Pacific Financial | 294,139 | $27.46M | 3.8% | +0.9% | 0.041% | |
10/21/2025 | Cascade Financial Partners LLC | 39,567 | $3.69M | 0.4% | +11.0% | 0.005% | |
10/21/2025 | SOA Wealth Advisors LLC. | 14,368 | $1.34M | 0.1% | +39.7% | 0.002% | |
10/21/2025 | SteelPeak Wealth LLC | 136,936 | $12.79M | 0.4% | +5.7% | 0.019% | |
10/21/2025 | Savior LLC | 14,952 | $1.40M | 6.2% | +12.3% | 0.002% | |
10/21/2025 | Discipline Wealth Solutions LLC | 9,851 | $920K | 0.2% | +30.3% | 0.001% | |
10/21/2025 | William Howard & Co Financial Advisors Inc | 30,541 | $2.85M | 2.4% | -1.7% | 0.004% | |
10/21/2025 | Silver Oak Securities Incorporated | 4,408 | $412K | 0.0% | +14.1% | 0.001% | |
10/21/2025 | Amplius Wealth Advisors LLC | 8,080 | $754K | 0.1% | -5.8% | 0.001% | |
10/21/2025 | Golden State Equity Partners | 2,348 | $219K | 0.0% | N/A | 0.000% | |
10/21/2025 | Hubbell Strickland Wealth Management LLC | 21,725 | $2.03M | 0.8% | +8.3% | 0.003% | |
10/21/2025 | Coastline Trust Co | 162,206 | $15.15M | 1.6% | +17.4% | 0.022% | |
10/21/2025 | Salomon & Ludwin LLC | 230,622 | $21.93M | 2.0% | -5.0% | 0.032% | |
10/21/2025 | McElhenny Sheffield Capital Management LLC | 3,170 | $296K | 0.1% | -95.7% | 0.000% | |
10/21/2025 | My Personal CFO LLC | 79,724 | $7.44M | 2.9% | N/A | 0.011% | |
10/21/2025 | Romano Brothers AND Company | 8,287 | $774K | 0.1% | -2.1% | 0.001% | |
10/21/2025 | Mather Group LLC. | 44,852 | $4.19M | 0.0% | +176.5% | 0.006% | |
10/21/2025 | Morton Brown Family Wealth LLC | 34,356 | $3.21M | 0.9% | -0.5% | 0.005% | |
10/21/2025 | Optimum Investment Advisors | 7,940 | $741K | 0.3% | -1.9% | 0.001% | |
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10/21/2025 | RVW Wealth LLC | 149,018 | $13.91M | 1.1% | -0.4% | 0.021% | |
10/20/2025 | XML Financial LLC | 40,727 | $3.80M | 0.3% | -2.8% | 0.006% | |
10/20/2025 | Pinnacle Wealth Management Advisory Group LLC | 5,805 | $542K | 0.0% | +18.3% | 0.001% | |
10/20/2025 | Northwest Capital Management Inc | 1,123 | $105K | 0.1% | -19.2% | 0.000% | |
10/20/2025 | Davidson Trust Co. | 20,968 | $1.96M | 0.8% | +2.6% | 0.003% | |
10/20/2025 | Croban | 44,114 | $4.12M | 2.7% | +40.8% | 0.006% | |
10/20/2025 | Accurate Wealth Management LLC | 2,880 | $269K | 0.0% | N/A | 0.000% | |
10/20/2025 | Miracle Mile Advisors LLC | 394,501 | $36.84M | 0.6% | +24.4% | 0.055% | |
10/20/2025 | Allspring Global Investments Holdings LLC | 689,388 | $64.90M | 0.1% | -10.1% | 0.096% | |
10/20/2025 | Koss Olinger Consulting LLC | 8,565 | $766K | 0.1% | +6.5% | 0.001% | |
10/20/2025 | Merit Financial Group LLC | 46,693 | $4.36M | 0.0% | -13.8% | 0.006% | |
10/20/2025 | Moody Lynn & Lieberson LLC | 27,010 | $2.52M | 0.1% | -35.5% | 0.004% | |
10/20/2025 | Adirondack Trust Co. | 16,169 | $1.51M | 0.5% | +8.4% | 0.002% | |
10/20/2025 | Calamos Wealth Management LLC | 190,244 | $17.76M | 0.6% | +7.9% | 0.026% | |
10/20/2025 | Wolff Financial Management LLC | 15,343 | $1.43M | 0.3% | -3.9% | 0.002% | |
10/20/2025 | Sax Wealth Advisors LLC | 21,512 | $2.01M | 0.1% | +2.3% | 0.003% | |
10/20/2025 | Smith Salley Wealth Management | 3,007 | $281K | 0.0% | N/A | 0.000% | |
10/20/2025 | Ascent Group LLC | 109,177 | $10.19M | 0.4% | -25.8% | 0.015% | |
10/20/2025 | Great Diamond Partners LLC | 6,618 | $618K | 0.1% | +8.4% | 0.001% | |
10/20/2025 | Weaver Capital Management LLC | 105,698 | $9.87M | 2.1% | +6,006.2% | 0.015% | |
10/20/2025 | Diversified Trust Co | 146,683 | $13.70M | 0.3% | +8.8% | 0.020% | |
10/20/2025 | Clark Asset Management LLC | 5,502 | $514K | 0.1% | N/A | 0.001% | |
10/20/2025 | LVW Advisors LLC | 2,832 | $264K | 0.0% | N/A | 0.000% | |
10/20/2025 | Continuum Advisory LLC | 7,277 | $679K | 0.1% | +34.6% | 0.001% | |
10/20/2025 | Lionsbridge Wealth Management LLC | 22,658 | $2.12M | 2.1% | +1.8% | 0.003% | |
10/20/2025 | Pure Financial Advisors LLC | 101,595 | $9.49M | 0.2% | -6.1% | 0.014% | |
10/17/2025 | Austin Private Wealth LLC | 2,176 | $203K | 0.0% | -16.1% | 0.000% | |
10/17/2025 | Chemung Canal Trust Co. | 19,856 | $1.85M | 0.4% | +6.5% | 0.003% | |
10/17/2025 | Fort Washington Investment Advisors Inc. OH | 26,892 | $2.51M | 0.0% | -2.7% | 0.004% | |
10/17/2025 | Nixon Peabody Trust Co. | 104,250 | $9.73M | 0.7% | +0.7% | 0.014% | |
10/17/2025 | HM Payson & Co. | 4,447 | $415K | 0.0% | -5.6% | 0.001% | |
10/17/2025 | WorthPointe LLC | 2,226 | $208K | 0.1% | N/A | 0.000% | |
10/17/2025 | Ullmann Wealth Partners Group LLC | 7,982 | $745K | 0.1% | -8.1% | 0.001% | |
10/17/2025 | Kavar Capital Partners Group LLC | 5,484 | $512K | 0.1% | +7.6% | 0.001% | |
10/17/2025 | Arcadia Investment Advisors LLC | 87,794 | $8.20M | 4.0% | +248.6% | 0.012% | |
10/17/2025 | Permanent Capital Management LP | 4,552 | $425K | 0.1% | N/A | 0.001% | |
10/17/2025 | Clune & Associates LTD. | 16,490 | $1.54M | 0.4% | +11.3% | 0.002% | |
10/17/2025 | Indiana Trust & Investment Management Co | 17,881 | $1.67M | 0.5% | -1.6% | 0.002% | |
10/17/2025 | Kaydan Wealth Management Inc. | 3,620 | $338K | 0.1% | -7.8% | 0.001% | |
10/17/2025 | Perigon Wealth Management LLC | 144,251 | $13.47M | 0.3% | +2.6% | 0.020% | |
10/17/2025 | Parisi Gray Wealth Management | 62,429 | $5.83M | 1.5% | -0.9% | 0.009% | |
10/17/2025 | Sowell Financial Services LLC | 41,560 | $3.88M | 0.1% | +6.4% | 0.006% | |
10/17/2025 | Lakeridge Wealth Management LLC | 3,714 | $347K | 0.2% | +5.8% | 0.001% | |
10/17/2025 | NovaPoint Capital LLC | 2,506 | $234K | 0.1% | N/A | 0.000% | |
10/17/2025 | Alterna Wealth Management Inc. | 3,336 | $311K | 0.3% | -51.3% | 0.000% | |
10/17/2025 | Founders Grove Wealth Partners LLC | 49,160 | $4.59M | 1.1% | -11.5% | 0.007% | |
10/17/2025 | Apella Capital LLC | 14,735 | $1.39M | 0.0% | -1.0% | 0.002% | |
10/17/2025 | Persium Advisors LLC | 2,210 | $206K | 0.2% | N/A | 0.000% | |
10/17/2025 | Apollon Financial LLC | 2,557 | $239K | 0.0% | +12.6% | 0.000% | |
10/17/2025 | Apollon Wealth Management LLC | 51,079 | $4.77M | 0.1% | +25.6% | 0.007% | |
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10/17/2025 | Shulman DeMeo Asset Management LLC | 147,263 | $13.75M | 3.2% | -0.4% | 0.020% | |
10/16/2025 | Hengehold Capital Management LLC | 39,203 | $3.66M | 0.3% | +0.9% | 0.005% | |
10/16/2025 | Oldfather Financial Services LLC | 122,451 | $11.43M | 3.6% | +3.9% | 0.017% | |
10/16/2025 | Willner & Heller LLC | 3,028 | $283K | 0.2% | +4.5% | 0.000% | |
10/16/2025 | Carnegie Investment Counsel | 23,518 | $2.20M | 0.0% | +16.0% | 0.003% | |
10/16/2025 | Townsend Asset Management Corp NC ADV | 7,804 | $729K | 0.3% | -1.4% | 0.001% | |
10/16/2025 | Darwin Wealth Management LLC | 153,327 | $14.32M | 4.5% | +5.1% | 0.021% | |
10/16/2025 | Amarillo National Bank | 133,244 | $12.44M | 2.2% | -1.0% | 0.018% | |
10/16/2025 | Richwood Investment Advisors LLC | 36,142 | $3.38M | 2.6% | +1.1% | 0.005% | |
10/16/2025 | Halbert Hargrove Global Advisors LLC | 420,689 | $39.28M | 1.9% | +6.4% | 0.058% | |