5/2/2025 | Patton Albertson Miller Group LLC | 4,843 | $2.71M | 0.4% | -5.7% | 0.000% | |
5/2/2025 | Sachetta LLC | 27,986 | $15.66M | 6.4% | +0.3% | 0.003% | |
5/2/2025 | Burling Wealth Partners LLC | 8,606 | $4.81M | 1.0% | +5.2% | 0.001% | |
5/2/2025 | Retirement Planning Co of New England Inc. | 5,894 | $3.30M | 0.9% | N/A | 0.001% | |
5/2/2025 | Acas LLC | 953 | $532K | 0.4% | +10.6% | 0.000% | |
5/2/2025 | Hardy Reed LLC | 31,491 | $17.62M | 1.6% | -11.5% | 0.003% | |
5/2/2025 | CVS HEALTH Corp | 307,891 | $172.23M | 99.7% | -22.6% | 0.029% | |
5/2/2025 | Forum Financial Management LP | 16,355 | $9.15M | 0.2% | +0.7% | 0.002% | |
5/2/2025 | Fortis Group Advisors LLC | 15,265 | $8.54M | 1.7% | -3.5% | 0.001% | |
5/2/2025 | Asset Advisors Investment Management LLC | 3,291 | $1.84M | 0.2% | -3.7% | 0.000% | |
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5/2/2025 | Easterly Investment Partners LLC | 267,594 | $149.69M | 12.5% | -15.8% | 0.025% | |
5/2/2025 | Kingsview Wealth Management LLC | 41,591 | $23.27M | 0.4% | +1.4% | 0.004% | |
5/2/2025 | Montis Financial LLC | 8,985 | $5.03M | 1.5% | -6.5% | 0.001% | |
5/2/2025 | Members Trust Co | 777,366 | $434.85M | 15.1% | +8.3% | 0.073% | |
5/2/2025 | MTC Wealth Management LLC | 63,814 | $35.70M | 17.5% | +24.3% | 0.006% | |
5/2/2025 | Bailard Inc. | 203,049 | $113.58M | 2.9% | -0.3% | 0.019% | |
5/2/2025 | Opulen Financial Group LLC | 22,690 | $12.69M | 11.5% | -1.1% | 0.002% | |
5/2/2025 | Graypoint LLC | 102,065 | $57.09M | 3.5% | -1.4% | 0.010% | |
5/2/2025 | Dynasty Wealth Management LLC | 129,680 | $72.54M | 1.0% | +8.8% | 0.012% | |
5/2/2025 | Litman Gregory Wealth Management LLC | 10,221 | $5.72M | 0.5% | +9.3% | 0.001% | |
5/2/2025 | Granger Management LLC | 384,898 | $215.96M | 77.8% | -11.8% | 0.036% | |
5/2/2025 | Ascent Wealth Partners LLC | 6,437 | $3.60M | 0.5% | +15.7% | 0.001% | |
5/2/2025 | Verdence Capital Advisors LLC | 51,950 | $29.06M | 2.2% | +6.4% | 0.005% | |
5/2/2025 | HTG Investment Advisors Inc. | 1,767 | $988K | 0.4% | +1.1% | 0.000% | |
5/2/2025 | Dravo Bay LLC | 389 | $218K | 0.1% | -76.7% | 0.000% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 75,690 | $42.34M | 9.2% | -3.8% | 0.007% | |
5/2/2025 | Windsor Capital Management LLC | 8,736 | $4.89M | 1.5% | -4.0% | 0.001% | |
5/2/2025 | BIP Alliance LLC | 2,619 | $1.47M | 0.6% | +12.2% | 0.000% | |
5/2/2025 | Stevens Capital Partners | 1,303 | $729K | 0.3% | -20.5% | 0.000% | |
5/2/2025 | Theory Financial LLC | 1,807 | $1.01M | 0.4% | -9.0% | 0.000% | |
5/2/2025 | Wealthgarden F.S. LLC | 744 | $416K | 0.4% | +10.9% | 0.000% | |
5/2/2025 | SKY Mountain Capital Management Inc. | 1,111 | $621K | 0.5% | N/A | 0.000% | |
5/2/2025 | FWG Holdings LLC | 13,514 | $7.49M | 3.7% | -0.4% | 0.001% | |
5/2/2025 | Summit X LLC | 3,323 | $1.86M | 0.4% | +7.4% | 0.000% | |
5/2/2025 | Seaside Wealth Management Inc. | 1,565 | $875K | 0.3% | -5.3% | 0.000% | |
5/2/2025 | Welch & Forbes LLC | 42,427 | $23.73M | 0.3% | -8.7% | 0.004% | |
5/2/2025 | Pettinga Financial Advisors LLC | 16,834 | $9.42M | 2.2% | +12.6% | 0.002% | |
5/2/2025 | Altman Advisors Inc. | 421 | $233K | 0.1% | -97.2% | 0.000% | |
5/2/2025 | Grandfield & Dodd LLC | 3,853 | $2.16M | 0.1% | -4.9% | 0.000% | |
5/2/2025 | Cullen Frost Bankers Inc. | 193,684 | $108.35M | 1.5% | +1.4% | 0.018% | |
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5/2/2025 | Guardian Wealth Advisors LLC | 39,241 | $21.95M | 14.1% | +2.4% | 0.004% | |
5/2/2025 | Parcion Private Wealth LLC | 10,079 | $5.64M | 0.5% | -22.0% | 0.001% | |
5/2/2025 | DDD Partners LLC | 7,435 | $4.16M | 0.5% | -60.6% | 0.001% | |
5/2/2025 | Capital A Wealth Management LLC | 138 | $77K | 0.1% | -27.4% | 0.000% | |
5/2/2025 | Victory Capital Management Inc. | 12,289 | $6.87M | 0.0% | -64.9% | 0.001% | |
5/2/2025 | BIP Wealth LLC | 535,287 | $299.43M | 19.5% | +1.9% | 0.050% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 22,302 | $12.48M | 0.7% | -12.4% | 0.002% | |
5/2/2025 | Schrum Private Wealth Management LLC | 20,003 | $11.19M | 9.8% | -0.6% | 0.002% | |
5/2/2025 | Ndwm LLC | 6,058 | $3.39M | 3.3% | -69.5% | 0.001% | |
5/2/2025 | Bridgewater Advisors Inc. | 63,502 | $35.20M | 3.0% | 0.0% | 0.006% | |
5/2/2025 | Midwest Professional Planners LTD. | 58,271 | $32.60M | 10.1% | -15.7% | 0.005% | |
5/2/2025 | Grant Street Asset Management Inc. | 1,324 | $740K | 0.2% | +7.3% | 0.000% | |
5/2/2025 | Stack Financial Management Inc | 1,378 | $771K | 0.1% | -14.7% | 0.000% | |
5/2/2025 | Grange Capital LLC | 4,985 | $2.79M | 3.3% | -2.7% | 0.000% | |
5/2/2025 | Sage Mountain Advisors LLC | 17,634 | $9.87M | 0.7% | -31.8% | 0.002% | |
5/2/2025 | PAX Financial Group LLC | 1,604 | $897K | 0.2% | +6.4% | 0.000% | |
5/2/2025 | Wealthfront Advisers LLC | 199,669 | $111.69M | 0.3% | +13.9% | 0.019% | |
5/2/2025 | Fortress Wealth Management Inc. | 1,630 | $912K | 0.5% | -1.3% | 0.000% | |
5/2/2025 | First Business Financial Services Inc. | 43,995 | $24.61M | 2.4% | +2.7% | 0.004% | |
5/2/2025 | Mine & Arao Wealth Creation & Management LLC. | 57,074 | $31.93M | 15.6% | -1.2% | 0.005% | |
5/2/2025 | Pinkerton Retirement Specialists LLC | 221,909 | $124.13M | 16.1% | +124.5% | 0.021% | |
5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 1,740 | $974K | 0.2% | +22.0% | 0.000% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 240,050 | $134.28M | 3.4% | +0.2% | 0.023% | |
5/2/2025 | Whittier Trust Co. | 423,294 | $236.79M | 3.3% | -2.4% | 0.040% | |
5/2/2025 | Future You Wealth LLC | 4,426 | $2.48M | 1.6% | +2.3% | 0.000% | |
5/2/2025 | Melfa Wealth Management Inc. | 3,608 | $2.02M | 1.4% | -0.7% | 0.000% | |
5/2/2025 | ESG Planning DBA Harper Investing | 487 | $272K | 0.2% | N/A | 0.000% | |
5/2/2025 | Accredited Investor Services LLC | 2,806 | $1.57M | 1.3% | +23.3% | 0.000% | |
5/2/2025 | Droms Strauss Advisors Inc. MO ADV | 3,529 | $1.97M | 0.7% | -0.8% | 0.000% | |
5/2/2025 | First Command Advisory Services Inc. | 2,240 | $1.25M | 0.0% | +19.1% | 0.000% | |
5/2/2025 | Mountain Hill Investment Partners Corp. | 201 | $112K | 0.1% | +13.6% | 0.000% | |
5/2/2025 | BluePointe Capital Management LLC | 39,251 | $22.02M | 8.4% | +113.5% | 0.004% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 11,086 | $6.20M | 1.7% | -31.0% | 0.001% | |
5/2/2025 | Hager Investment Management Services LLC | 552 | $309K | 0.2% | -50.7% | 0.000% | |
5/2/2025 | Grey Fox Wealth Advisors LLC | 1,758 | $987K | 0.3% | -6.8% | 0.000% | |
5/2/2025 | Graybill Wealth Management LTD. | 3,776 | $2.11M | 0.7% | N/A | 0.000% | |
5/2/2025 | Firestone Capital Management | 44,493 | $24.89M | 6.5% | -0.7% | 0.004% | |
5/2/2025 | Leo Wealth LLC | 11,702 | $6.55M | 0.9% | -7.1% | 0.001% | |
5/2/2025 | Strata Wealth Advisors LLC | 2,980 | $1.67M | 0.5% | -31.0% | 0.000% | |
5/2/2025 | Dakota Wealth Management | 75,523 | $42.25M | 1.0% | +2.5% | 0.007% | |
5/2/2025 | LJI Wealth Management LLC | 8,134 | $4.55M | 0.9% | -8.5% | 0.001% | |
5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 20,352 | $11.49M | 0.1% | -4.5% | 0.002% | |
5/2/2025 | SBI Securities Co. Ltd. | 23,585 | $13.19M | 0.4% | -3.5% | 0.002% | |
5/2/2025 | Lokken Investment Group LLC | 3,045 | $1.70M | 0.7% | -19.1% | 0.000% | |
5/2/2025 | Lauer Wealth LLC | 1,060 | $588K | 0.5% | -3.3% | 0.000% | |
5/2/2025 | Apollon Financial LLC | 4,824 | $2.70M | 0.6% | +28.2% | 0.000% | |
5/2/2025 | Trail Ridge Investment Advisors LLC | 2,796 | $1.56M | 0.8% | -25.0% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 61,667 | $34.50M | 0.8% | -7.3% | 0.006% | |
5/2/2025 | Pioneer Trust Bank N A OR | 33,183 | $18.56M | 4.9% | +3.8% | 0.003% | |
5/2/2025 | Prepared Retirement Institute LLC | 1,441 | $806K | 0.5% | -4.1% | 0.000% | |
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5/2/2025 | Hohimer Wealth Management LLC | 10,101 | $5.65M | 1.1% | -0.2% | 0.001% | |
5/2/2025 | Red Wave Investments LLC | 3,190 | $1.78M | 0.6% | -14.9% | 0.000% | |
5/2/2025 | Sigma Planning Corp | 94,481 | $52.85M | 1.7% | +1.5% | 0.009% | |
5/2/2025 | Catalyst Financial Partners LLC | 22,390 | $12.53M | 2.3% | +15.1% | 0.002% | |
5/2/2025 | Signaturefd LLC | 75,194 | $42.06M | 0.8% | +6.6% | 0.007% | |
5/2/2025 | Edgestream Partners L.P. | 43,811 | $24.51M | 0.8% | -31.0% | 0.004% | |
5/2/2025 | Private Capital Advisors Inc. | 4,145 | $2.32M | 0.3% | +43.0% | 0.000% | |
5/1/2025 | Cutter & CO Brokerage Inc. | 4,520 | $2.53M | 0.6% | +2.1% | 0.000% | |
5/1/2025 | Turtle Creek Wealth Advisors LLC | 10,520 | $5.89M | 0.9% | N/A | 0.001% | |
5/1/2025 | Parker Investment Management LLC | 145,500 | $81.39M | 14.5% | +108.8% | 0.014% | |