10/15/2025 | TrueWealth Advisors LLC | 34,791 | $23.18M | 6.3% | -4.0% | 0.003% | |
10/15/2025 | Financial Management Professionals Inc. | 18,746 | $12.52M | 1.3% | +424.8% | 0.002% | |
10/15/2025 | Busey Bank | 130,495 | $86.93M | 2.4% | +0.8% | 0.013% | |
10/15/2025 | Canoe Financial LP | 13,126 | $8.74M | 0.1% | N/A | 0.001% | |
10/15/2025 | BSW Wealth Partners | 47,452 | $31.61M | 3.9% | -0.1% | 0.005% | |
10/15/2025 | Clayton Financial Group LLC | 231 | $154K | 0.1% | N/A | 0.000% | |
10/15/2025 | Granite Bay Wealth Management LLC | 3,071 | $2.05M | 0.5% | +1.9% | 0.000% | |
10/15/2025 | Financial Council LLC | 2,645 | $1.76M | 0.8% | -1.5% | 0.000% | |
10/15/2025 | Capital Wealth Management LLC | 13,054 | $8.70M | 3.0% | -2.4% | 0.001% | |
10/15/2025 | Patriot Investment Management Group Inc. | 4,488 | $2.99M | 0.2% | -3.6% | 0.000% | |
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10/15/2025 | Weinberger Asset Management Inc | 5,843 | $3.89M | 1.4% | -10.1% | 0.001% | |
10/15/2025 | Gemmer Asset Management LLC | 5,689 | $3.79M | 0.3% | -0.4% | 0.001% | |
10/15/2025 | Iams Wealth Management LLC | 18,602 | $12.39M | 5.0% | +5.0% | 0.002% | |
10/15/2025 | Bar Harbor Wealth Management | 12,495 | $8.32M | 0.5% | -0.4% | 0.001% | |
10/15/2025 | Marshall & Sullivan Inc. WA | 4,502 | $3.00M | 1.4% | -1.0% | 0.000% | |
10/15/2025 | JGP Wealth Management LLC | 3,203 | $2.14M | 0.2% | -1.1% | 0.000% | |
10/15/2025 | Curbstone Financial Management Corp | 6,767 | $4.51M | 0.9% | +18.7% | 0.001% | |
10/15/2025 | First PREMIER Bank | 2,354 | $1.57M | 0.4% | -11.3% | 0.000% | |
10/15/2025 | ZWJ Investment Counsel Inc. | 13,179 | $8.78M | 0.3% | -3.1% | 0.001% | |
10/15/2025 | Hunter Perkins Capital Management LLC | 2,000 | $1.33M | 0.3% | -50.0% | 0.000% | |
10/15/2025 | Higgins & Schmidt Wealth Strategies LLC | 690 | $460K | 0.2% | +16.8% | 0.000% | |
10/15/2025 | Stephens Consulting LLC | 200 | $133K | 0.0% | -27.0% | 0.000% | |
10/15/2025 | Ballew Advisors Inc | 566 | $375K | 0.2% | +22.2% | 0.000% | |
10/15/2025 | Norden Group LLC | 17,527 | $11.68M | 1.2% | -38.8% | 0.002% | |
10/15/2025 | Mascagni Wealth Management Inc. | 2,142 | $1.43M | 1.1% | +4.8% | 0.000% | |
10/15/2025 | Brady Martz Wealth Solutions LLC | 360 | $240K | 0.0% | N/A | 0.000% | |
10/15/2025 | Atwood & Palmer Inc. | 2,691 | $1.79M | 0.1% | -2.3% | 0.000% | |
10/15/2025 | Tritonpoint Wealth LLC | 5,866 | $3.92M | 0.3% | -2.3% | 0.001% | |
10/15/2025 | ARS Investment Partners LLC | 42,792 | $28.51M | 1.9% | +0.1% | 0.004% | |
10/15/2025 | Dale Q Rice Investment Management Ltd | 10,509 | $7.05M | 5.0% | +0.5% | 0.001% | |
10/15/2025 | Brookstone Capital Management | 355,918 | $237.11M | 2.8% | +0.6% | 0.035% | |
10/15/2025 | Allen Mooney & Barnes Investment Advisors LLC | 21,349 | $14.22M | 2.2% | -1.1% | 0.002% | |
10/15/2025 | Paragon Capital Management Ltd | 12,779 | $8.51M | 1.6% | -23.2% | 0.001% | |
10/15/2025 | Triangle Securities Wealth Management | 2,259 | $1.51M | 0.3% | -5.4% | 0.000% | |
10/15/2025 | Private Trust Co. NA | 32,716 | $21.80M | 1.9% | -0.6% | 0.003% | |
10/15/2025 | Level Financial Advisors | 3,809 | $2.54M | 0.7% | -0.4% | 0.000% | |
10/15/2025 | Southland Equity Partners LLC | 588 | $392K | 0.1% | -14.2% | 0.000% | |
10/15/2025 | Symmetry Partners LLC | 1,342 | $894K | 0.1% | -26.2% | 0.000% | |
10/15/2025 | Founders Financial Securities LLC | 3,075 | $2.05M | 0.1% | -0.5% | 0.000% | |
10/15/2025 | Friedenthal Financial | 2,287 | $1.52M | 0.8% | +5.3% | 0.000% | |
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10/15/2025 | Gilman Hill Asset Management LLC | 2,572 | $1.71M | 0.3% | +1.0% | 0.000% | |
10/15/2025 | Hanson & Doremus Investment Management | 2,979 | $1.99M | 0.2% | -5.3% | 0.000% | |
10/15/2025 | Santori & Peters Inc. | 3,377 | $2.25M | 0.8% | +8.3% | 0.000% | |
10/15/2025 | Chatham Capital Group Inc. | 24,511 | $16.33M | 2.3% | +0.3% | 0.002% | |
10/15/2025 | Stanich Group LLC | 1,298 | $865K | 0.5% | +2.0% | 0.000% | |
10/15/2025 | Successful Portfolios LLC | 12,608 | $8.40M | 4.9% | -12.3% | 0.001% | |
10/15/2025 | Davies Financial Advisors Inc. | 14,966 | $9.97M | 8.1% | -11.6% | 0.001% | |
10/15/2025 | Cypress Wealth Services LLC | 15,535 | $10.35M | 1.7% | -0.4% | 0.002% | |
10/15/2025 | Strong Tower Advisory Services | 537 | $358K | 0.1% | -17.1% | 0.000% | |
10/15/2025 | Ayalon Insurance Comp Ltd. | 38,602 | $25.75M | 6.5% | +59.7% | 0.004% | |
10/15/2025 | Plancorp LLC | 17,004 | $11.33M | 0.4% | -2.2% | 0.002% | |
10/15/2025 | Crescent Sterling Ltd. | 440 | $293K | 0.3% | N/A | 0.000% | |
10/15/2025 | Net Worth Advisory Group | 3,435 | $2.29M | 0.7% | -10.8% | 0.000% | |
10/15/2025 | Defined Financial Planning LLC | 1,241 | $835K | 0.7% | N/A | 0.000% | |
10/15/2025 | Kelly Financial Services LLC | 2,920 | $1.95M | 0.5% | +23.8% | 0.000% | |
10/15/2025 | Revisor Wealth Management LLC | 2,546 | $1.71M | 0.6% | +14.2% | 0.000% | |
10/15/2025 | MB Levis & Associates LLC | 53 | $35K | 0.0% | -36.1% | 0.000% | |
10/15/2025 | Sound Stewardship LLC | 504 | $336K | 0.2% | -4.7% | 0.000% | |
10/15/2025 | Taylor & Morgan Wealth Management LLC | 44,967 | $29.96M | 18.4% | +1.1% | 0.004% | |
10/15/2025 | Integris Wealth Management LLC | 712 | $474K | 0.1% | +74.5% | 0.000% | |
10/14/2025 | GLOBALT Investments LLC GA | 605 | $403K | 0.0% | -7.6% | 0.000% | |
10/14/2025 | Tactive Advisors LLC | 16,288 | $10.85M | 3.1% | +17.2% | 0.002% | |
10/14/2025 | Apeiron RIA LLC | 2,012 | $1.33M | 0.3% | +36.3% | 0.000% | |
10/14/2025 | Key Client Fiduciary Advisors LLC | 12,196 | $8.13M | 2.7% | +3.7% | 0.001% | |
10/14/2025 | Able Wealth Management LLC | 3,081 | $2.05M | 0.8% | +2.7% | 0.000% | |
10/14/2025 | RTD Financial Advisors Inc. | 3,144 | $2.09M | 0.3% | -4.2% | 0.000% | |
10/14/2025 | HWG Holdings LP | 721 | $480K | 0.1% | +26.0% | 0.000% | |
10/14/2025 | Wealth Alliance Advisory Group LLC | 3,705 | $2.47M | 0.4% | +1.4% | 0.000% | |
10/14/2025 | Revolve Wealth Partners LLC | 7,652 | $5.10M | 0.6% | -0.9% | 0.001% | |
10/14/2025 | Monument Capital Management | 1,331 | $887K | 0.2% | -10.1% | 0.000% | |
10/14/2025 | Voisard Asset Management Group Inc. | 19,547 | $13.02M | 3.0% | -11.9% | 0.002% | |
10/14/2025 | Welch Group LLC | 5,592 | $3.73M | 0.1% | +10.7% | 0.001% | |
10/14/2025 | Ellenbecker Investment Group | 10,477 | $6.98M | 1.0% | +0.6% | 0.001% | |
10/14/2025 | True North Advisors LLC | 38,635 | $25.74M | 4.1% | +561.4% | 0.004% | |
10/14/2025 | OLD National Bancorp IN | 312,812 | $208.39M | 3.6% | -0.3% | 0.031% | |
10/14/2025 | Yousif Capital Management LLC | 26,339 | $17.55M | 0.2% | -60.1% | 0.003% | |
10/14/2025 | Ridgecrest Wealth Partners LLC | 6,634 | $4.42M | 2.0% | -3.9% | 0.001% | |
10/14/2025 | Affiance Financial LLC | 6,108 | $4.07M | 0.7% | -2.0% | 0.001% | |
10/14/2025 | Trust Co. of Vermont | 14,642 | $9.75M | 0.4% | -0.2% | 0.001% | |
10/14/2025 | Westwind Capital | 1,879 | $1.25M | 0.3% | -1.3% | 0.000% | |
10/14/2025 | Gridiron Partners LLC | 143,286 | $95.45M | 7.2% | +450.4% | 0.014% | |
10/14/2025 | Fiduciary Advisors Inc. | 512 | $341K | 0.3% | +3.6% | 0.000% | |
10/14/2025 | Prism Advisors Inc. | 15,923 | $10.61M | 2.9% | -9.1% | 0.002% | |
10/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 26,476 | $17.64M | 0.3% | -9.9% | 0.003% | |
10/14/2025 | TL Private Wealth | 10,631 | $7.05M | 2.8% | -2.6% | 0.001% | |
10/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 2,227 | $1.48M | 0.3% | +22.9% | 0.000% | |
10/14/2025 | 21 West Wealth Management LLC | 3,128 | $2.08M | 2.0% | -0.5% | 0.000% | |
10/14/2025 | Parcion Private Wealth LLC | 6,921 | $4.61M | 0.3% | -20.3% | 0.001% | |
10/14/2025 | Cranbrook Wealth Management LLC | 3,633 | $2.42M | 0.5% | +0.6% | 0.000% | |
10/14/2025 | Patton Fund Management Inc. | 27,094 | $18.05M | 3.2% | -2.8% | 0.003% | |
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10/14/2025 | Market Street Wealth Management Advisors LLC | 11,417 | $7.61M | 1.2% | +0.3% | 0.001% | |
10/14/2025 | Delta Capital Management LLC | 3,480 | $2.32M | 0.8% | +2.4% | 0.000% | |
10/14/2025 | Juncture Wealth Strategies LLC | 6,509 | $4.34M | 1.5% | -2.2% | 0.001% | |
10/14/2025 | Quantum Financial Planning Services Inc. | 451 | $301K | 0.1% | -5.3% | 0.000% | |
10/14/2025 | Roffman Miller Associates Inc. PA | 6,787 | $4.52M | 0.3% | +0.4% | 0.001% | |
10/14/2025 | Elevation Wealth Partners LLC | 6,365 | $4.24M | 1.5% | -0.4% | 0.001% | |
10/14/2025 | Security Financial Services INC. | 5,975 | $3.98M | 0.6% | -3.0% | 0.001% | |
10/14/2025 | Confluence Investment Management LLC | 17,122 | $11.41M | 0.2% | -10.9% | 0.002% | |
10/14/2025 | Berger Financial Group Inc | 24,691 | $16.45M | 1.0% | -7.9% | 0.002% | |
10/14/2025 | BigSur Wealth Management LLC | 52,554 | $35.10M | 8.6% | +0.2% | 0.005% | |