10/17/2025 | Boston Trust Walden Corp | 19,583 | $456K | 0.0% | +47.6% | 0.001% | |
10/17/2025 | 1900 Wealth Management LLC | 107,566 | $2.50M | 0.2% | +1.3% | 0.005% | |
10/17/2025 | Annex Advisory Services LLC | 9,740 | $227K | 0.0% | -25.5% | 0.000% | |
10/17/2025 | FLC Capital Advisors | 792,499 | $18.45M | 3.6% | -1.4% | 0.036% | |
10/17/2025 | SRH Advisors LLC | 17,465 | $407K | 0.1% | +20.5% | 0.001% | |
10/17/2025 | Kavar Capital Partners Group LLC | 1,405,701 | $32.73M | 4.4% | +7.3% | 0.063% | |
10/17/2025 | Coastwise Capital Group LLC | 52,919 | $1.23M | 0.9% | +56.2% | 0.002% | |
10/17/2025 | Arcadia Investment Advisors LLC | 96,257 | $2.24M | 1.1% | -4.1% | 0.004% | |
10/17/2025 | Indiana Trust & Investment Management Co | 5,441 | $127K | 0.0% | +22.5% | 0.000% | |
10/17/2025 | Valley National Advisers Inc. | 834,667 | $19.43M | 3.0% | +0.8% | 0.038% | |
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10/17/2025 | Worth Asset Management LLC | 20,504 | $477K | 0.2% | +37.6% | 0.001% | |
10/17/2025 | J. L. Bainbridge & Co. Inc. | 8,856 | $206K | 0.0% | N/A | 0.000% | |
10/17/2025 | Sunburst Financial Group LLC | 56,852 | $1.32M | 0.3% | -2.9% | 0.003% | |
10/17/2025 | Cahaba Wealth Management Inc. | 13,835 | $322K | 0.0% | -43.1% | 0.001% | |
10/17/2025 | Perigon Wealth Management LLC | 580,392 | $13.51M | 0.3% | +4.6% | 0.026% | |
10/17/2025 | Sapient Capital LLC | 13,146 | $305K | 0.0% | -4.7% | 0.001% | |
10/17/2025 | Thompson Investment Management Inc. | 62,500 | $1.46M | 0.2% | +3.8% | 0.003% | |
10/17/2025 | Valicenti Advisory Services Inc. | 420,511 | $9.79M | 2.1% | +149.4% | 0.019% | |
10/17/2025 | FSM Wealth Advisors LLC | 893,254 | $20.80M | 2.9% | +13.9% | 0.040% | |
10/17/2025 | Apella Capital LLC | 64,526 | $1.52M | 0.0% | +1.5% | 0.003% | |
10/17/2025 | Persium Advisors LLC | 1,356,383 | $31.58M | 23.4% | +4.1% | 0.061% | |
10/17/2025 | Valley Forge Investment Consultants Inc. ADV | 319,322 | $7.43M | 2.2% | +8.1% | 0.014% | |
10/17/2025 | Apollon Wealth Management LLC | 179,545 | $4.18M | 0.1% | +32.4% | 0.008% | |
10/16/2025 | Wealth Management Resources Inc. | 756,900 | $17.62M | 5.7% | +1.9% | 0.034% | |
10/16/2025 | Hengehold Capital Management LLC | 258,777 | $6.02M | 0.5% | +4.0% | 0.012% | |
10/16/2025 | AMI Investment Management Inc. | 81,003 | $1.89M | 0.4% | -5.5% | 0.004% | |
10/16/2025 | Stockman Wealth Management Inc. | 26,795 | $624K | 0.1% | -1.7% | 0.001% | |
10/16/2025 | Capital Advisors Ltd. LLC | 76,525 | $1.78M | 0.2% | +0.9% | 0.003% | |
10/16/2025 | Gleason Group Inc. | 454,006 | $10.57M | 1.1% | +2.6% | 0.021% | |
10/16/2025 | PFS Partners LLC | 1,320 | $31K | 0.0% | N/A | 0.000% | |
10/16/2025 | SWS Partners | 207,448 | $4.83M | 1.1% | -1.3% | 0.009% | |
10/16/2025 | CRA Financial Services LLC | 334,385 | $7.78M | 1.1% | +14.3% | 0.015% | |
10/16/2025 | Greenup Street Wealth Management LLC | 8,926 | $208K | 0.0% | N/A | 0.000% | |
10/16/2025 | Rebalance LLC | 6,501,415 | $151.35M | 9.1% | +5.4% | 0.294% | |
10/16/2025 | HBK Sorce Advisory LLC | 688,307 | $16.18M | 0.4% | -1.7% | 0.031% | |
10/16/2025 | Axos Invest Inc. | 142,547 | $3.32M | 2.5% | -21.5% | 0.006% | |
10/16/2025 | Stonekeep Investments LLC | 302,808 | $7.05M | 4.5% | +2.2% | 0.014% | |
10/16/2025 | Blue Trust Inc. | 11,193 | $261K | 0.0% | -11.8% | 0.001% | |
10/16/2025 | Sheets Smith Wealth Management | 143,150 | $3.33M | 0.4% | +0.8% | 0.006% | |
10/16/2025 | Scott Capital Advisors LLC | 12,229 | $289K | 0.1% | +11.4% | 0.001% | |
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10/16/2025 | Johnson Bixby & Associates LLC | 106,387 | $2.48M | 0.3% | +1.8% | 0.005% | |
10/16/2025 | VCI Wealth Management LLC | 14,873 | $346K | 0.1% | +9.0% | 0.001% | |
10/16/2025 | Twele Capital Management Inc. | 37,816 | $880K | 0.2% | -1.4% | 0.002% | |
10/15/2025 | Financial Management Professionals Inc. | 655,090 | $15.25M | 1.6% | -40.2% | 0.030% | |
10/15/2025 | CWM LLC | 2,833,034 | $65.95M | 0.2% | -13.9% | 0.128% | |
10/15/2025 | BSW Wealth Partners | 108,904 | $2.54M | 0.3% | -1.6% | 0.005% | |
10/15/2025 | Uptown Financial Advisors LLC | 151,965 | $3.54M | 2.9% | +2.2% | 0.007% | |
10/15/2025 | Blue Zone Wealth Advisors LLC | 45,003 | $1.05M | 0.2% | +345.1% | 0.002% | |
10/15/2025 | Patriot Investment Management Group Inc. | 512,308 | $11.93M | 0.8% | -2.1% | 0.023% | |
10/15/2025 | Weinberger Asset Management Inc | 324,772 | $7.56M | 2.7% | +0.6% | 0.015% | |
10/15/2025 | Gemmer Asset Management LLC | 5,540,141 | $128.98M | 10.5% | +14.5% | 0.250% | |
10/15/2025 | JGP Wealth Management LLC | 9,522 | $224K | 0.0% | N/A | 0.000% | |
10/15/2025 | Robbins Farley | 108,810 | $2.53M | 1.1% | -12.5% | 0.005% | |
10/15/2025 | Curbstone Financial Management Corp | 788,475 | $18.36M | 3.5% | +0.5% | 0.036% | |
10/15/2025 | Pure Portfolios Holdings LLC | 1,102,732 | $25.67M | 8.0% | +0.6% | 0.050% | |
10/15/2025 | Mascagni Wealth Management Inc. | 64,687 | $1.51M | 1.2% | +15.2% | 0.003% | |
10/15/2025 | World Investment Advisors | 807,207 | $18.79M | 0.4% | -2.9% | 0.036% | |
10/15/2025 | Cambridge Advisors Inc. | 94,573 | $2.20M | 0.4% | +4.7% | 0.004% | |
10/15/2025 | Brady Martz Wealth Solutions LLC | 706,187 | $16.44M | 3.0% | -2.5% | 0.032% | |
10/15/2025 | Brookstone Capital Management | 52,589 | $1.22M | 0.0% | +21.5% | 0.002% | |
10/15/2025 | Private Trust Co. NA | 21,955 | $511K | 0.0% | -2.2% | 0.001% | |
10/15/2025 | Founders Financial Securities LLC | 12,320 | $287K | 0.0% | -28.5% | 0.001% | |
10/15/2025 | Hanson & Doremus Investment Management | 627,888 | $14.62M | 1.8% | -3.8% | 0.028% | |
10/15/2025 | Manchester Financial Inc. | 11,494 | $268K | 0.1% | -5.4% | 0.001% | |
10/15/2025 | Cornerstone Wealth Advisors Inc. | 702,951 | $16.37M | 4.0% | +12.9% | 0.032% | |
10/15/2025 | Cypress Wealth Services LLC | 10,271 | $239K | 0.0% | -5.7% | 0.000% | |
10/15/2025 | DAVENPORT & Co LLC | 21,467 | $500K | 0.0% | +2.6% | 0.001% | |
10/15/2025 | Crescent Sterling Ltd. | 33,031 | $769K | 0.8% | +3.5% | 0.001% | |
10/15/2025 | Enclave Advisors LLC | 105,237 | $2.45M | 0.4% | +0.8% | 0.005% | |
10/15/2025 | Revisor Wealth Management LLC | 58,511 | $1.37M | 0.5% | +158.5% | 0.003% | |
10/14/2025 | Tactive Advisors LLC | 75,367 | $1.76M | 0.5% | -25.0% | 0.003% | |
10/14/2025 | Revolve Wealth Partners LLC | 1,033,860 | $24.07M | 2.9% | +9.4% | 0.047% | |
10/14/2025 | Voisard Asset Management Group Inc. | 1,217,200 | $28.34M | 6.6% | +7.9% | 0.055% | |
10/14/2025 | White Pine Investment CO | 62,913 | $1.47M | 0.3% | -2.3% | 0.003% | |
10/14/2025 | Matrix Trust Co | 1,957,053 | $45.56M | 7.1% | -4.6% | 0.088% | |
10/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 650,755 | $15.15M | 0.2% | -0.5% | 0.029% | |
10/14/2025 | Intergy Private Wealth LLC | 640,920 | $14.92M | 4.7% | +4.4% | 0.029% | |
10/14/2025 | Farther Finance Advisors LLC | 686,360 | $15.98M | 0.2% | +0.7% | 0.031% | |
10/14/2025 | Cranbrook Wealth Management LLC | 648,670 | $15.10M | 3.0% | +8.1% | 0.029% | |
10/14/2025 | Berger Financial Group Inc | 254,866 | $5.93M | 0.4% | +8.5% | 0.012% | |
10/14/2025 | HBK Sorce Advisory LLC | 685,063 | $16.21M | 0.4% | -2.1% | 0.031% | |
10/14/2025 | BlueSky Wealth Advisors LLC | 1,358,215 | $31.62M | 4.3% | -0.4% | 0.061% | |
10/14/2025 | AA Financial Advisors LLC | 288,523 | $6.72M | 1.3% | +1.0% | 0.013% | |
10/14/2025 | Seaside Wealth Management Inc. | 145,239 | $3.38M | 1.0% | -12.0% | 0.007% | |
10/14/2025 | Brighton Jones LLC | 165,891 | $3.86M | 0.1% | +5.3% | 0.007% | |
10/14/2025 | Foster Group Inc. | 177,570 | $4.13M | 0.1% | +1.7% | 0.008% | |
10/14/2025 | Goelzer Investment Management Inc. | 1,861,935 | $43.35M | 2.3% | -1.0% | 0.084% | |
10/14/2025 | TCI Wealth Advisors Inc. | 24,788 | $577K | 0.0% | -1.9% | 0.001% | |
10/10/2025 | Diversified Enterprises LLC | 161,914 | $3.77M | 0.3% | +7.3% | 0.007% | |
10/10/2025 | Fifth Third Securities Inc. | 79,371 | $1.85M | 0.1% | +4.7% | 0.004% | |
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10/10/2025 | Spinnaker Investment Group LLC | 51,364 | $1.20M | 0.2% | +25.9% | 0.002% | |
10/10/2025 | Charles Schwab Trust Co | 3,421,576 | $79.65M | 5.4% | +6.5% | 0.155% | |
10/10/2025 | CWC Advisors LLC. | 19,699 | $459K | 0.2% | +2.4% | 0.001% | |
10/10/2025 | Sound Income Strategies LLC | 18,204 | $427K | 0.0% | -4.2% | 0.001% | |
10/10/2025 | Myecfo LLC | 610,307 | $14.21M | 6.5% | -3.1% | 0.028% | |
10/10/2025 | Red Door Wealth Management LLC | 91,163 | $2.12M | 0.2% | +47.3% | 0.004% | |
10/10/2025 | Kathleen S. Wright Associates Inc. | 274,365 | $6.39M | 2.4% | +3.6% | 0.012% | |
10/10/2025 | Lionshead Wealth Management LLC | 28,842 | $671K | 0.5% | +6.6% | 0.001% | |
10/10/2025 | Envision Financial LLC | 583,877 | $13.59M | 7.8% | +7.2% | 0.026% | |
10/10/2025 | Bowman & Co S.C. | 28,168 | $656K | 0.3% | +3.9% | 0.001% | |