10/20/2025 | XML Financial LLC | 128,830 | $15.31M | 1.2% | -1.1% | 0.018% | |
10/20/2025 | Pinnacle Wealth Management Advisory Group LLC | 177,758 | $21.12M | 1.6% | -0.3% | 0.025% | |
10/20/2025 | HighMark Wealth Management LLC | 84,227 | $10.02M | 4.4% | -2.9% | 0.012% | |
10/20/2025 | Quest 10 Wealth Builders Inc. | 21,433 | $2.55M | 2.3% | -1.2% | 0.003% | |
10/20/2025 | Ocean Park Asset Management LLC | 6,186 | $735K | 0.0% | N/A | 0.001% | |
10/20/2025 | Shira Ridge Wealth Management | 1,968 | $234K | 0.1% | N/A | 0.000% | |
10/20/2025 | Balance Wealth LLC | 7,342 | $873K | 0.2% | +5.0% | 0.001% | |
10/20/2025 | Burns J W & Co. Inc. NY | 81,724 | $9.71M | 1.1% | +8.5% | 0.011% | |
10/20/2025 | Accurate Wealth Management LLC | 15,473 | $1.83M | 0.2% | -0.9% | 0.002% | |
10/20/2025 | Trail Ridge Investment Advisors LLC | 2,822 | $335K | 0.2% | +7.7% | 0.000% | |
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10/20/2025 | Avaii Wealth Management LLC | 3,454 | $410K | 0.2% | +5.5% | 0.000% | |
10/20/2025 | Miracle Mile Advisors LLC | 64,393 | $7.65M | 0.1% | -9.3% | 0.009% | |
10/20/2025 | DHJJ Financial Advisors Ltd. | 13,384 | $1.59M | 0.5% | -2.1% | 0.002% | |
10/20/2025 | Roth Financial Partners LLC | 196,513 | $23.35M | 7.9% | +0.9% | 0.027% | |
10/20/2025 | Allspring Global Investments Holdings LLC | 24,617 | $2.93M | 0.0% | +10.8% | 0.003% | |
10/20/2025 | JB Capital LLC | 5,228 | $621K | 0.0% | +10.2% | 0.001% | |
10/20/2025 | Stonebridge Financial Group LLC | 13,478 | $1.60M | 0.1% | +10.8% | 0.002% | |
10/20/2025 | Fortress Financial Solutions LLC | 26,673 | $3.17M | 3.4% | +4.6% | 0.004% | |
10/20/2025 | Shum Financial Group Inc. | 1,726 | $205K | 0.2% | N/A | 0.000% | |
10/20/2025 | Sterling Investment Management LLC | 2,826 | $336K | 0.2% | -5.0% | 0.000% | |
10/20/2025 | Merit Financial Group LLC | 104,918 | $12.47M | 0.1% | +4.2% | 0.015% | |
10/20/2025 | Security National Bank | 6,933 | $824K | 0.1% | -1.3% | 0.001% | |
10/20/2025 | Moody Lynn & Lieberson LLC | 5,834 | $693K | 0.0% | -4.2% | 0.001% | |
10/20/2025 | Adirondack Trust Co. | 34,169 | $4.06M | 1.4% | -1.2% | 0.005% | |
10/20/2025 | Marietta Wealth Management LLC | 71,565 | $8.50M | 1.0% | -27.2% | 0.010% | |
10/20/2025 | OMNI 360 Wealth Inc. | 11,965 | $1.42M | 0.8% | +1.3% | 0.002% | |
10/20/2025 | TBH Global Asset Management LLC | 62,156 | $7.39M | 1.4% | N/A | 0.009% | |
10/20/2025 | Calamos Wealth Management LLC | 287,896 | $34.21M | 1.2% | -45.7% | 0.040% | |
10/20/2025 | Calamos Advisors LLC | 11,154 | $1.33M | 0.0% | -53.9% | 0.002% | |
10/20/2025 | Single Point Partners LLC | 242,493 | $28.82M | 5.2% | +1.4% | 0.034% | |
10/20/2025 | Meridian Financial Advisors LLC | 65,646 | $7.80M | 4.4% | -3.2% | 0.009% | |
10/20/2025 | Sax Wealth Advisors LLC | 82,183 | $9.77M | 0.5% | -9.0% | 0.011% | |
10/20/2025 | Lewis Asset Management LLC | 21,885 | $2.60M | 1.1% | -2.1% | 0.003% | |
10/20/2025 | Forefront Wealth Partners LLC | 7,588 | $902K | 0.2% | -67.1% | 0.001% | |
10/20/2025 | Kingsman Wealth Management Inc. | 3,359 | $399K | 0.2% | -14.7% | 0.000% | |
10/20/2025 | Ascent Group LLC | 17,481 | $2.08M | 0.1% | -3.8% | 0.002% | |
10/20/2025 | Great Diamond Partners LLC | 17,578 | $2.09M | 0.4% | +2.9% | 0.002% | |
10/20/2025 | McGlone Suttner Wealth Management Inc. | 21,422 | $2.55M | 0.4% | -1.2% | 0.003% | |
10/20/2025 | Baron Wealth Management LLC | 212,658 | $25.27M | 8.4% | -0.5% | 0.029% | |
10/20/2025 | Weaver Capital Management LLC | 3,555 | $422K | 0.1% | -3.2% | 0.000% | |
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10/20/2025 | Diversified Trust Co | 29,296 | $3.48M | 0.1% | -21.7% | 0.004% | |
10/20/2025 | Clark Asset Management LLC | 5,448 | $647K | 0.1% | +51.5% | 0.001% | |
10/20/2025 | Armbruster Capital Management Inc. | 23,000 | $2.73M | 0.5% | -0.4% | 0.003% | |
10/20/2025 | Hillcrest Wealth Advisors NY LLC | 5,550 | $660K | 0.3% | -6.7% | 0.001% | |
10/20/2025 | Klaas Financial Asset Advisors LLC | 25,698 | $3.05M | 0.5% | +0.4% | 0.004% | |
10/20/2025 | YANKCOM Partnership | 26,969 | $3.21M | 1.4% | -0.4% | 0.004% | |
10/20/2025 | Segment Wealth Management LLC | 3,089 | $367K | 0.0% | -5.1% | 0.000% | |
10/20/2025 | LVW Advisors LLC | 113,397 | $13.48M | 1.4% | +1.5% | 0.016% | |
10/20/2025 | Wells Financial Advisors INC | 3,642 | $433K | 0.6% | -8.3% | 0.001% | |
10/20/2025 | Wallington Asset Management LLC | 277,502 | $32.98M | 4.3% | +1.3% | 0.038% | |
10/20/2025 | Continuum Advisory LLC | 18,022 | $2.14M | 0.2% | -29.9% | 0.002% | |
10/20/2025 | Lionsbridge Wealth Management LLC | 27,812 | $3.31M | 3.3% | +48.1% | 0.004% | |
10/20/2025 | waypoint wealth counsel | 3,129 | $372K | 0.1% | -19.9% | 0.000% | |
10/20/2025 | Albion Financial Group UT | 318,773 | $37.88M | 2.3% | -0.5% | 0.044% | |
10/20/2025 | Tripletail Wealth Management LLC | 596 | $71K | 0.1% | N/A | 0.000% | |
10/20/2025 | Pure Financial Advisors LLC | 165,142 | $19.62M | 0.3% | +1.3% | 0.023% | |
10/17/2025 | Oak Harvest Investment Services | 1,781 | $212K | 0.0% | -5.9% | 0.000% | |
10/17/2025 | Fortitude Family Office LLC | 41,624 | $4.95M | 1.3% | +16.3% | 0.006% | |
10/17/2025 | Farmers & Merchants Investments Inc. | 1,151,423 | $136.82M | 3.9% | +2.4% | 0.159% | |
10/17/2025 | Fort Washington Investment Advisors Inc. OH | 12,501 | $1.49M | 0.0% | +66.5% | 0.002% | |
10/17/2025 | Boston Trust Walden Corp | 7,390 | $878K | 0.0% | +18.2% | 0.001% | |
10/17/2025 | Plimoth Trust Co. LLC | 12,350 | $1.47M | 0.3% | +4.6% | 0.002% | |
10/17/2025 | Nixon Peabody Trust Co. | 21,995 | $2.61M | 0.2% | -9.8% | 0.003% | |
10/17/2025 | HM Payson & Co. | 34,731 | $4.13M | 0.1% | +0.6% | 0.005% | |
10/17/2025 | Global Wealth Management LLC | 85,184 | $10.12M | 5.3% | -2.6% | 0.012% | |
10/17/2025 | 1900 Wealth Management LLC | 52,707 | $6.26M | 0.4% | +2.4% | 0.007% | |
10/17/2025 | Annex Advisory Services LLC | 34,581 | $4.11M | 0.1% | -15.8% | 0.005% | |
10/17/2025 | Goldstone Financial Group LLC | 20,972 | $2.49M | 0.3% | -19.5% | 0.003% | |
10/17/2025 | Norris Perne & French LLP MI | 115,377 | $13.71M | 0.9% | +2.2% | 0.016% | |
10/17/2025 | Ullmann Wealth Partners Group LLC | 20,338 | $2.42M | 0.3% | -3.9% | 0.003% | |
10/17/2025 | FLC Capital Advisors | 10,887 | $1.29M | 0.3% | -1.8% | 0.002% | |
10/17/2025 | Traveka Wealth LLC | 3,473 | $413K | 0.2% | -19.6% | 0.000% | |
10/17/2025 | Institute for Wealth Management LLC. | 9,336 | $1.11M | 0.1% | +39.4% | 0.001% | |
10/17/2025 | KW Wealth Management LLC | 5,101 | $606K | 1.0% | N/A | 0.001% | |
10/17/2025 | Warren Street Wealth Advisors LLC | 2,214 | $263K | 0.1% | -19.4% | 0.000% | |
10/17/2025 | Coastwise Capital Group LLC | 2,070 | $246K | 0.2% | N/A | 0.000% | |
10/17/2025 | AFG Fiduciary Services Limited Partnership | 47,298 | $5.64M | 1.3% | -0.7% | 0.007% | |
10/17/2025 | Melone Private Wealth LLC | 58,801 | $6.99M | 3.2% | +23.0% | 0.008% | |
10/17/2025 | Regatta Capital Group LLC | 14,271 | $1.70M | 0.3% | -6.3% | 0.002% | |
10/17/2025 | Panoramic Capital Partners LLC | 123,357 | $14.66M | 9.4% | +4.3% | 0.017% | |
10/17/2025 | Arcadia Investment Advisors LLC | 19,034 | $2.26M | 1.1% | -73.9% | 0.003% | |
10/17/2025 | Sard Wealth Management Group LLC | 70,920 | $8.43M | 4.8% | +1.1% | 0.010% | |
10/17/2025 | Total Wealth Planning LLC | 6,764 | $804K | 0.1% | +7.8% | 0.001% | |
10/17/2025 | Clune & Associates LTD. | 50,805 | $6.04M | 1.5% | +1.4% | 0.007% | |
10/17/2025 | Valley National Advisers Inc. | 31,518 | $3.75M | 0.6% | -16.4% | 0.004% | |
10/17/2025 | J. L. Bainbridge & Co. Inc. | 1,736 | $206K | 0.0% | -10.8% | 0.000% | |
10/17/2025 | Enzi Wealth | 178,659 | $21.04M | 7.4% | -0.9% | 0.025% | |
10/17/2025 | Sunburst Financial Group LLC | 15,439 | $1.84M | 0.4% | -7.5% | 0.002% | |
10/17/2025 | Kaydan Wealth Management Inc. | 3,143 | $373K | 0.1% | -5.2% | 0.000% | |
10/17/2025 | Cahaba Wealth Management Inc. | 439,609 | $52.24M | 3.8% | +3.8% | 0.061% | |
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10/17/2025 | Perigon Wealth Management LLC | 193,542 | $23.00M | 0.5% | +0.3% | 0.027% | |
10/17/2025 | Sandbox Financial Partners LLC | 40,637 | $4.83M | 1.4% | +3.7% | 0.006% | |
10/17/2025 | Sowell Financial Services LLC | 50,196 | $5.97M | 0.2% | -1.7% | 0.007% | |
10/17/2025 | Ehrlich Financial Group | 10,536 | $1.25M | 0.7% | -20.5% | 0.001% | |
10/17/2025 | Sapient Capital LLC | 108,338 | $12.85M | 0.2% | +4.5% | 0.015% | |
10/17/2025 | Thompson Investment Management Inc. | 7,611 | $904K | 0.1% | +8.5% | 0.001% | |
10/17/2025 | Mayflower Financial Advisors LLC | 52,869 | $6.28M | 0.6% | -2.4% | 0.007% | |
10/17/2025 | Alterna Wealth Management Inc. | 2,396 | $285K | 0.2% | N/A | 0.000% | |
10/17/2025 | Founders Grove Wealth Partners LLC | 19,057 | $2.27M | 0.5% | -10.0% | 0.003% | |
10/17/2025 | FSM Wealth Advisors LLC | 158,337 | $18.82M | 2.7% | +13.6% | 0.022% | |