7/24/2025 | Comprehensive Money Management Services LLC | 985 | $213K | 0.2% | N/A | 0.000% | |
7/24/2025 | West Bancorporation Inc. | 14,350 | $3.10M | 2.0% | -7.4% | 0.005% | |
7/24/2025 | Folger Nolan Fleming Douglas Capital Management Inc. | 26,530 | $5.73M | 0.6% | -2.3% | 0.009% | |
7/24/2025 | Trust Co. of Toledo NA OH | 23,147 | $5.00M | 0.6% | N/A | 0.008% | |
7/24/2025 | Bernard Wealth Management Corp. | 5,976 | $1.29M | 0.6% | +0.8% | 0.002% | |
7/24/2025 | KFA Private Wealth Group LLC | 1,283 | $277K | 0.1% | N/A | 0.000% | |
7/24/2025 | Summit Place Financial Advisors LLC | 16,336 | $3.53M | 1.8% | +6.0% | 0.006% | |
7/24/2025 | Eastern Bank | 14,740 | $3.18M | 0.1% | +8.2% | 0.005% | |
7/24/2025 | Lmcg Investments LLC | 1,667 | $360K | 0.0% | -4.7% | 0.001% | |
7/24/2025 | Agate Pass Investment Management LLC | 3,329 | $718K | 0.3% | -28.1% | 0.001% | |
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7/24/2025 | JFS Wealth Advisors LLC | 26,597 | $5.74M | 0.4% | +7.9% | 0.009% | |
7/24/2025 | Greenwood Gearhart Inc. | 161,281 | $34.80M | 2.2% | +5.4% | 0.056% | |
7/24/2025 | JB Capital LLC | 1,045 | $226K | 0.0% | N/A | 0.000% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 35,610 | $7.68M | 0.2% | -28.4% | 0.012% | |
7/24/2025 | Endeavor Private Wealth Inc. | 1,902 | $410K | 0.2% | -22.8% | 0.001% | |
7/24/2025 | Cascade Investment Group Inc. | 1,276 | $275K | 0.2% | -32.0% | 0.000% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 2,459 | $531K | 0.0% | -4.2% | 0.001% | |
7/24/2025 | Wealthstar Advisors LLC | 1,681 | $363K | 0.1% | -4.8% | 0.001% | |
7/24/2025 | M1 Capital Management LLC | 3,215 | $694K | 0.3% | +14.6% | 0.001% | |
7/24/2025 | 3Chopt Investment Partners LLC | 11,801 | $2.55M | 0.6% | -2.0% | 0.004% | |
7/24/2025 | Gilliland Jeter Wealth Management LLC | 3,008 | $649K | 0.2% | -3.4% | 0.001% | |
7/24/2025 | Pinion Investment Advisors LLC | 2,046 | $442K | 0.2% | N/A | 0.001% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 28,824 | $6.22M | 0.3% | -1.8% | 0.010% | |
7/24/2025 | Coordinated Financial Services Inc. | 5,630 | $1.22M | 0.8% | N/A | 0.002% | |
7/24/2025 | KRS Capital Management LLC | 2,107 | $455K | 0.3% | -2.5% | 0.001% | |
7/24/2025 | Horizon Bancorp Inc. IN | 22,866 | $4.93M | 2.5% | +5.1% | 0.008% | |
7/24/2025 | Baldwin Wealth Partners LLC MA | 5,517 | $1.19M | 0.1% | -1.6% | 0.002% | |
7/24/2025 | Callan Family Office LLC | 51,610 | $11.14M | 0.4% | -9.3% | 0.018% | |
7/24/2025 | Blair William & Co. IL | 493,580 | $106.51M | 0.3% | -4.8% | 0.170% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 4,206 | $908K | 0.0% | +100.9% | 0.001% | |
7/24/2025 | Game Plan Financial Advisors LLC | 7,238 | $1.56M | 0.7% | +63.8% | 0.002% | |
7/24/2025 | Edge Financial Advisors LLC | 5,932 | $1.29M | 0.7% | -17.5% | 0.002% | |
7/24/2025 | Leo Wealth LLC | 2,997 | $647K | 0.1% | +1.9% | 0.001% | |
7/24/2025 | McElhenny Sheffield Capital Management LLC | 1,010 | $218K | 0.0% | -55.2% | 0.000% | |
7/24/2025 | Copperwynd Financial LLC | 946 | $204K | 0.1% | N/A | 0.000% | |
7/24/2025 | US Bancorp DE | 2,663,880 | $574.84M | 0.7% | -32.9% | 0.906% | |
7/23/2025 | Fulton Breakefield Broenniman LLC | 42,275 | $9.12M | 0.6% | -2.7% | 0.014% | |
7/23/2025 | InTrack Investment Management Inc | 1,587 | $342K | 0.2% | N/A | 0.001% | |
7/23/2025 | Trifecta Capital Advisors LLC | 16,942 | $3.66M | 0.6% | +0.9% | 0.006% | |
7/23/2025 | First Merchants Corp | 14,530 | $3.14M | 0.1% | -14.0% | 0.005% | |
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7/23/2025 | Fluent Financial LLC | 37,925 | $8.18M | 3.4% | -1.6% | 0.013% | |
7/23/2025 | Clear Creek Financial Management LLC | 29,718 | $6.41M | 0.6% | -5.5% | 0.010% | |
7/23/2025 | Bar Harbor Wealth Management | 2,256 | $487K | 0.0% | -2.2% | 0.001% | |
7/23/2025 | Morton Capital Management LLC CA | 1,265 | $273K | 0.0% | N/A | 0.000% | |
7/23/2025 | Valmark Advisers Inc. | 8,738 | $1.89M | 0.0% | -18.5% | 0.003% | |
7/23/2025 | LifeSteps Financial Inc. | 12,315 | $2.66M | 1.8% | +0.9% | 0.004% | |
7/23/2025 | Winthrop Advisory Group LLC | 2,583 | $557K | 0.1% | -10.6% | 0.001% | |
7/23/2025 | Citizens National Bank Trust Department | 600 | $129K | 0.0% | -19.5% | 0.000% | |
7/23/2025 | Arcataur Capital Management LLC | 978 | $211K | 0.1% | N/A | 0.000% | |
7/23/2025 | NBT Bank N A NY | 34,669 | $7.48M | 0.5% | -2.5% | 0.012% | |
7/23/2025 | Lakeshore Capital Group Inc. | 3,644 | $786K | 0.7% | -25.7% | 0.001% | |
7/23/2025 | Madden Advisory Services Inc. | 2,211 | $477K | 0.2% | +12.5% | 0.001% | |
7/23/2025 | Proffitt & Goodson Inc. | 13,397 | $2.89M | 0.4% | -24.7% | 0.005% | |
7/23/2025 | Cortland Associates Inc. MO | 943 | $203K | 0.0% | N/A | 0.000% | |
7/23/2025 | Sax Wealth Advisors LLC | 2,196 | $474K | 0.0% | -19.1% | 0.001% | |
7/23/2025 | Venturi Wealth Management LLC | 102,692 | $22.16M | 1.1% | +843.6% | 0.035% | |
7/23/2025 | TPG Financial Advisors LLC | 1,730 | $373K | 0.1% | N/A | 0.001% | |
7/23/2025 | BankPlus Trust Department | 6,511 | $1.41M | 0.4% | -18.5% | 0.002% | |
7/23/2025 | Canopy Partners LLC | 3,466 | $748K | 0.3% | -2.2% | 0.001% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 9,466 | $2.04M | 0.2% | -17.7% | 0.003% | |
7/23/2025 | Joel Isaacson & Co. LLC | 13,760 | $2.97M | 0.1% | -12.3% | 0.005% | |
7/23/2025 | Wise Wealth Partners | 2,378 | $513K | 0.9% | +72.1% | 0.001% | |
7/23/2025 | 626 Financial LLC | 6,529 | $1.41M | 0.8% | -0.9% | 0.002% | |
7/23/2025 | Tyche Wealth Partners LLC | 5,566 | $1.20M | 0.2% | -2.7% | 0.002% | |
7/23/2025 | Woodside Wealth Management LLC | 2,650 | $572K | 0.5% | -11.7% | 0.001% | |
7/23/2025 | Ameliora Wealth Management Ltd. | 160 | $35K | 0.0% | -45.8% | 0.000% | |
7/23/2025 | Country Club Bank | 22,121 | $4.77M | 0.3% | -10.8% | 0.008% | |
7/23/2025 | New England Professional Planning Group Inc. | 3,894 | $840K | 0.4% | +84.5% | 0.001% | |
7/23/2025 | Seamount Financial Group Inc. | 12,544 | $2.71M | 1.4% | +15.9% | 0.004% | |
7/23/2025 | Bennett Associates Wealth Management | 21,065 | $4.55M | 3.5% | +6.3% | 0.007% | |
7/23/2025 | SteelPeak Wealth LLC | 93,620 | $20.20M | 0.8% | +12.0% | 0.032% | |
7/23/2025 | Arcadia Investment Advisors LLC | 45,776 | $9.88M | 5.1% | +4.1% | 0.016% | |
7/23/2025 | Viewpoint Capital Management LLC | 10,063 | $2.17M | 1.1% | +1.8% | 0.003% | |
7/23/2025 | Heck Capital Advisors LLC | 4,213 | $909K | 0.1% | -93.2% | 0.001% | |
7/23/2025 | Motiv8 Investments LLC | 4,755 | $1.03M | 0.6% | -15.5% | 0.002% | |
7/23/2025 | KPP Advisory Services LLC | 946 | $204K | 0.1% | N/A | 0.000% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 24,620 | $5.31M | 0.1% | -36.6% | 0.008% | |
7/23/2025 | Litman Gregory Wealth Management LLC | 75,993 | $16.40M | 1.3% | -10.6% | 0.026% | |
7/22/2025 | D.B. Root & Company LLC | 1,734 | $374K | 0.1% | +21.1% | 0.001% | |
7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 2,693 | $581K | 0.2% | N/A | 0.001% | |
7/22/2025 | Relyea Zuckerberg Hanson LLC | 8,282 | $1.79M | 0.2% | +4.1% | 0.003% | |
7/22/2025 | Evensky & Katz LLC | 3,660 | $790K | 0.0% | -2.3% | 0.001% | |
7/22/2025 | Belpointe Asset Management LLC | 16,133 | $3.48M | 0.1% | -0.8% | 0.005% | |
7/22/2025 | Berkshire Money Management Inc. | 5,444 | $1.18M | 0.1% | -94.2% | 0.002% | |
7/22/2025 | Investors Asset Management of Georgia Inc. GA ADV | 23,991 | $5.18M | 2.4% | -18.7% | 0.008% | |
7/22/2025 | Confluence Wealth Services Inc. | 6,165 | $1.33M | 0.1% | +9.2% | 0.002% | |
7/22/2025 | Cedar Mountain Advisors LLC | 4,174 | $901K | 0.2% | -3.9% | 0.001% | |
7/22/2025 | Duncan Williams Asset Management LLC | 31,087 | $6.71M | 1.0% | N/A | 0.011% | |
7/22/2025 | Appleton Partners Inc. MA | 18,905 | $4.08M | 0.3% | -2.5% | 0.006% | |
7/22/2025 | PUREfi Wealth LLC | 5,173 | $1.12M | 0.9% | -6.2% | 0.002% | |
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7/22/2025 | Hillcrest Wealth Advisors NY LLC | 82,272 | $17.75M | 8.3% | -0.3% | 0.028% | |
7/22/2025 | Petros Family Wealth LLC | 7,655 | $1.65M | 1.5% | +7.3% | 0.003% | |
7/22/2025 | Valeo Financial Advisors LLC | 102,909 | $22.21M | 0.1% | +7.4% | 0.035% | |
7/22/2025 | Sage Financial Group Inc. | 1,688 | $364K | 0.0% | -20.3% | 0.001% | |
7/22/2025 | David Wealth Management LLC | 1,864 | $402K | 0.3% | +7.4% | 0.001% | |
7/22/2025 | Woodmont Investment Counsel LLC | 3,605 | $778K | 0.1% | -2.1% | 0.001% | |
7/22/2025 | Global Assets Advisory LLC | 1,148 | $250K | 0.1% | -72.6% | 0.000% | |
7/22/2025 | Grimes & Company Inc. | 43,919 | $9.48M | 0.3% | -12.2% | 0.015% | |
7/22/2025 | JSF Financial LLC | 4,369 | $943K | 0.2% | +2.3% | 0.001% | |
7/22/2025 | Legacy Trust | 12,725 | $2.75M | 0.7% | -59.2% | 0.004% | |