10/16/2025 | MBL Wealth LLC | 17,694 | $1.71M | 0.1% | -1.7% | 0.004% | |
10/16/2025 | Trust Co. of Toledo NA OH | 47,811 | $4.62M | 0.5% | -8.2% | 0.010% | |
10/16/2025 | HBK Sorce Advisory LLC | 16,499 | $1.59M | 0.0% | -5.0% | 0.004% | |
10/16/2025 | Blue Trust Inc. | 11,307 | $1.09M | 0.0% | -4.5% | 0.002% | |
10/16/2025 | Rainier Family Wealth Inc. | 15,823 | $1.53M | 1.4% | +3.6% | 0.003% | |
10/15/2025 | CWM LLC | 211,867 | $20.46M | 0.1% | +27.0% | 0.045% | |
10/15/2025 | Bar Harbor Wealth Management | 5,705 | $551K | 0.0% | -10.1% | 0.001% | |
10/15/2025 | JGP Wealth Management LLC | 4,063 | $394K | 0.0% | +10.4% | 0.001% | |
10/15/2025 | ZWJ Investment Counsel Inc. | 2,759 | $266K | 0.0% | N/A | 0.001% | |
10/15/2025 | World Investment Advisors | 30,995 | $2.99M | 0.1% | -0.6% | 0.007% | |
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10/15/2025 | Brookstone Capital Management | 5,687 | $549K | 0.0% | -3.7% | 0.001% | |
10/15/2025 | ARS Investment Partners LLC | 2,639 | $255K | 0.0% | +5.6% | 0.001% | |
10/15/2025 | Private Trust Co. NA | 33,283 | $3.21M | 0.3% | +9.6% | 0.007% | |
10/15/2025 | DAVENPORT & Co LLC | 36,800 | $3.55M | 0.0% | +31.5% | 0.008% | |
10/15/2025 | Plancorp LLC | 4,386 | $423K | 0.0% | -9.2% | 0.001% | |
10/15/2025 | TABR Capital Management LLC | 66,387 | $6.41M | 4.4% | N/A | 0.014% | |
10/15/2025 | Taylor & Morgan Wealth Management LLC | 117,714 | $11.37M | 7.0% | +1.7% | 0.025% | |
10/14/2025 | Revolve Wealth Partners LLC | 7,217 | $697K | 0.1% | +114.8% | 0.002% | |
10/14/2025 | Highline Wealth Partners LLC | 892 | $86K | 0.0% | +20.9% | 0.000% | |
10/14/2025 | OLD National Bancorp IN | 133,866 | $12.93M | 0.2% | -1.5% | 0.029% | |
10/14/2025 | Fiduciary Advisors Inc. | 5,283 | $510K | 0.4% | +39.4% | 0.001% | |
10/14/2025 | Farther Finance Advisors LLC | 20,158 | $1.95M | 0.0% | +3.9% | 0.004% | |
10/14/2025 | Patton Fund Management Inc. | 164,399 | $15.87M | 2.9% | -0.8% | 0.035% | |
10/14/2025 | HBK Sorce Advisory LLC | 18,019 | $1.75M | 0.0% | +3.8% | 0.004% | |
10/14/2025 | Retirement Income Solutions Inc. | 24,771 | $2.39M | 0.4% | +1.2% | 0.005% | |
10/14/2025 | PFW Advisors LLC | 182,133 | $17.59M | 5.2% | -0.5% | 0.039% | |
10/14/2025 | Brighton Jones LLC | 108,360 | $10.46M | 0.3% | +0.1% | 0.023% | |
10/14/2025 | Goelzer Investment Management Inc. | 25,341 | $2.45M | 0.1% | -0.9% | 0.005% | |
10/14/2025 | New England Professional Planning Group Inc. | 10,409 | $1.01M | 0.4% | -1.2% | 0.002% | |
10/14/2025 | WestHill Financial Advisors Inc. | 16,484 | $1.59M | 0.3% | +3.6% | 0.004% | |
10/10/2025 | ABLE Financial Group LLC | 24,585 | $2.37M | 0.5% | -9.2% | 0.005% | |
10/10/2025 | First Bank & Trust | 3,082 | $298K | 0.1% | +4.7% | 0.001% | |
10/10/2025 | Fifth Third Securities Inc. | 73,774 | $7.12M | 0.5% | -0.7% | 0.016% | |
10/10/2025 | Arlington Financial Advisors LLC | 2,191 | $212K | 0.0% | N/A | 0.000% | |
10/10/2025 | Charles Schwab Trust Co | 37,543 | $3.63M | 0.2% | -1.5% | 0.008% | |
10/10/2025 | Thomasville National Bank | 5,967 | $576K | 0.0% | -12.1% | 0.001% | |
10/10/2025 | Trust Point Inc. | 94,319 | $9.11M | 0.7% | -2.1% | 0.020% | |
10/10/2025 | Corsicana & Co. | 948 | $92K | 0.1% | N/A | 0.000% | |
10/10/2025 | Flputnam Investment Management Co. | 14,467 | $1.40M | 0.0% | -5.9% | 0.003% | |
10/10/2025 | Focus Financial Network Inc. | 234,000 | $22.59M | 0.8% | -1.9% | 0.050% | |
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10/10/2025 | Signal Advisors Wealth LLC | 2,269 | $219K | 0.0% | N/A | 0.000% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 205,454 | $19.84M | 0.3% | -2.9% | 0.044% | |
10/9/2025 | Independence Bank of Kentucky | 84,739 | $8.18M | 1.1% | -1.8% | 0.018% | |
10/9/2025 | AdvisorNet Financial Inc | 4,180 | $404K | 0.0% | -9.1% | 0.001% | |
10/9/2025 | Shelton Wealth Management LLC | 61,966 | $5.98M | 2.7% | +0.2% | 0.013% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 20,356 | $1.97M | 0.1% | -4.2% | 0.004% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 4,220 | $407K | 0.0% | -7.0% | 0.001% | |
10/9/2025 | Richard P Slaughter Associates Inc | 34,771 | $3.36M | 0.7% | -28.5% | 0.007% | |
10/9/2025 | Voya Investment Management LLC | 152,364 | $14.71M | 0.0% | +18.1% | 0.033% | |
10/9/2025 | Stillwater Capital Advisors LLC | 11,099 | $1.07M | 0.1% | +8.4% | 0.002% | |
10/9/2025 | Affinity Capital Advisors LLC | 3,863 | $374K | 0.1% | -42.2% | 0.001% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 5,142 | $496K | 0.0% | -10.8% | 0.001% | |
10/9/2025 | Eclectic Associates Inc. ADV | 3,400 | $328K | 0.1% | -10.8% | 0.001% | |
10/8/2025 | First County Bank CT | 2,883 | $278K | 0.1% | -5.7% | 0.001% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 4,217 | $407K | 0.1% | -5.9% | 0.001% | |
10/8/2025 | Asset Allocation Strategies LLC | 20,453 | $1.98M | 0.4% | -14.6% | 0.004% | |
10/8/2025 | Fiduciary Alliance LLC | 7,678 | $741K | 0.0% | -5.5% | 0.002% | |
10/8/2025 | Sincerus Advisory LLC | 71,754 | $6.93M | 5.9% | +6.7% | 0.015% | |
10/8/2025 | Tompkins Financial Corp | 20,553 | $1.98M | 0.2% | +109.8% | 0.004% | |
10/8/2025 | Moulton Wealth Management Inc. | 15,980 | $1.54M | 1.1% | +17.4% | 0.003% | |
10/8/2025 | Chesley Taft & Associates LLC | 21,573 | $2.08M | 0.1% | -1.8% | 0.005% | |
10/8/2025 | Balefire LLC | 3,254 | $314K | 0.1% | -24.3% | 0.001% | |
10/8/2025 | Country Club Bank | 43,999 | $4.25M | 0.3% | -13.6% | 0.009% | |
10/8/2025 | Towerpoint Wealth LLC | 3,688 | $356K | 0.1% | +9.1% | 0.001% | |
10/8/2025 | McNaughton Wealth Management LLC | 6,779 | $655K | 0.3% | -1.7% | 0.001% | |
10/8/2025 | Baron Financial Group LLC | 62,434 | $6.03M | 3.3% | +1.6% | 0.013% | |
10/7/2025 | Montecito Bank & Trust | 19,309 | $1.86M | 0.3% | N/A | 0.004% | |
10/7/2025 | Woodstock Corp | 163,711 | $15.81M | 1.4% | -0.1% | 0.035% | |
10/7/2025 | Canandaigua National Bank & Trust Co. | 54,061 | $5.22M | 0.5% | -1.8% | 0.012% | |
10/7/2025 | Sage Capital Advisors llc | 17,565 | $1.70M | 0.4% | -2.4% | 0.004% | |
10/7/2025 | Salem Investment Counselors Inc. | 75,849 | $7.32M | 0.2% | -0.2% | 0.016% | |
10/6/2025 | Orgel Wealth Management LLC | 15,542 | $1.50M | 0.0% | -1.6% | 0.003% | |
10/6/2025 | Moody National Bank Trust Division | 136,197 | $13.15M | 1.1% | -0.4% | 0.029% | |
10/6/2025 | Steph & Co. | 129,870 | $12.54M | 3.8% | +0.8% | 0.028% | |
10/6/2025 | PPS&V Asset Management Consultants Inc. | 11,710 | $1.13M | 0.7% | -3.0% | 0.003% | |
10/6/2025 | Grove Bank & Trust | 27,909 | $2.70M | 0.3% | +9.0% | 0.006% | |
10/6/2025 | Nilsine Partners LLC | 5,274 | $509K | 0.0% | +113.2% | 0.001% | |
10/2/2025 | GAMMA Investing LLC | 27,219 | $2.63M | 0.1% | +4.6% | 0.006% | |
10/2/2025 | Trust Co of the South | 5,669 | $547K | 0.1% | -3.6% | 0.001% | |
10/2/2025 | Investors Research Corp | 17,704 | $1.71M | 0.3% | -2.6% | 0.004% | |
10/1/2025 | Park National Corp OH | 5,694 | $550K | 0.0% | -4.2% | 0.001% | |
10/1/2025 | Vigilare Wealth Management | 30,763 | $2.97M | 1.0% | +67.2% | 0.007% | |
9/26/2025 | Corient Private Wealth LLC | 421,731 | $38.79M | 0.1% | -52.3% | 0.092% | |
9/22/2025 | Caldwell Trust Co | 7,484 | $688K | 0.1% | N/A | 0.002% | |
9/12/2025 | Valeo Financial Advisors LLC | 84,387 | $7.76M | 0.2% | +223.6% | 0.018% | |
9/4/2025 | Osaic Holdings Inc. | 604,864 | $55.65M | 0.1% | +29.6% | 0.131% | |
9/3/2025 | American Trust | 2,483 | $228K | 0.0% | N/A | 0.001% | |
8/29/2025 | Centaurus Financial Inc. | 6,203 | $570K | 0.0% | +2.6% | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 26,999 | $2.48M | 0.0% | +141.4% | 0.006% | |
8/27/2025 | Seneca Financial Advisors LLC | 13,678 | $1.26M | 0.5% | -3.7% | 0.003% | |
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8/26/2025 | Thrivent Financial for Lutherans | 65,341 | $6.01M | 0.0% | -77.4% | 0.014% | |
8/25/2025 | Hilltop Partners LLC | 2,387 | $220K | 0.1% | N/A | 0.001% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 31,766 | $2.92M | 0.1% | N/A | 0.007% | |
8/19/2025 | Advisory Services Network LLC | 29,125 | $2.73M | 0.0% | +1.5% | 0.006% | |
8/19/2025 | Pitcairn Co. | 2,312 | $213K | 0.0% | N/A | 0.001% | |
8/18/2025 | Old North State Trust LLC | 8,225 | $756K | 0.5% | N/A | 0.002% | |
8/18/2025 | Tyler Stone Wealth Management | 2,332 | $215K | 0.0% | N/A | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 38,686 | $3.56M | 0.1% | +27.4% | 0.008% | |
8/18/2025 | Front Row Advisors LLC | 2,694 | $248K | 0.1% | +6.3% | 0.001% | |
8/16/2025 | Evergreen Capital Management LLC | 34,381 | $3.16M | 0.1% | +4.6% | 0.007% | |