7/25/2025 | Kellett Wealth Advisors LLC | 26,961 | $5.52M | 3.6% | +1.8% | 0.006% | |
7/25/2025 | Community Bank N.A. | 6,711 | $1.37M | 0.2% | -2.1% | 0.001% | |
7/25/2025 | NorthRock Partners LLC | 48,825 | $10.04M | 0.3% | +22.7% | 0.011% | |
7/25/2025 | Verdence Capital Advisors LLC | 25,328 | $5.18M | 0.4% | -4.4% | 0.006% | |
7/25/2025 | Atria Wealth Solutions Inc. | 172,024 | $35.40M | 0.8% | -49.5% | 0.038% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 36,671 | $7.51M | 0.0% | -7.9% | 0.008% | |
7/25/2025 | Concord Asset Management LLC VA | 1,307 | $268K | 0.0% | N/A | 0.000% | |
7/25/2025 | Wealth Architects LLC | 249,760 | $51.12M | 5.2% | +5.0% | 0.055% | |
7/25/2025 | FIDELIS iM LLC | 160,058 | $32.76M | 14.6% | -0.6% | 0.035% | |
7/25/2025 | Sequoia Financial Advisors LLC | 249,241 | $51.01M | 0.3% | +29.7% | 0.055% | |
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7/25/2025 | Integrated Capital Management Inc. | 47,259 | $9.67M | 7.4% | -1.5% | 0.010% | |
7/25/2025 | M.E. Allison & CO. Inc. | 8,628 | $1.77M | 1.4% | +2.4% | 0.002% | |
7/25/2025 | MGO One Seven LLC | 65,738 | $13.46M | 0.4% | +1.0% | 0.015% | |
7/25/2025 | ONE Advisory Partners LLC | 2,197 | $458K | 0.2% | N/A | 0.000% | |
7/25/2025 | Welch Group LLC | 3,770 | $772K | 0.0% | +53.0% | 0.001% | |
7/25/2025 | Stephens Consulting LLC | 21,753 | $4.45M | 1.1% | +545.9% | 0.005% | |
7/25/2025 | MOKAN Wealth Management Inc. | 8,419 | $1.72M | 1.0% | +9.5% | 0.002% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 12,556 | $2.57M | 1.1% | -0.8% | 0.003% | |
7/25/2025 | Almanack Investment Partners LLC. | 1,365 | $279K | 0.0% | N/A | 0.000% | |
7/25/2025 | M3 Advisory Group LLC | 60,938 | $12.47M | 8.6% | +1.9% | 0.014% | |
7/25/2025 | McNamara Financial Services Inc. | 35,742 | $7.32M | 1.5% | -2.5% | 0.008% | |
7/25/2025 | G2 Capital Management LLC OH | 1,241 | $254K | 0.1% | -4.0% | 0.000% | |
7/25/2025 | GW Henssler & Associates Ltd. | 41,226 | $8.44M | 0.5% | +0.6% | 0.009% | |
7/25/2025 | Landmark Wealth Management LLC | 13,396 | $2.74M | 1.2% | -6.3% | 0.003% | |
7/25/2025 | Commonwealth Financial Services LLC | 1,463 | $299K | 0.1% | +21.7% | 0.000% | |
7/25/2025 | SPC Financial Inc. | 45,395 | $9.29M | 0.8% | -1.5% | 0.010% | |
7/25/2025 | Meritage Portfolio Management | 988 | $202K | 0.0% | N/A | 0.000% | |
7/25/2025 | CWM LLC | 100,926 | $20.66M | 0.1% | -5.9% | 0.022% | |
7/25/2025 | Lodestar Private Asset Management LLC | 124,153 | $25.41M | 2.9% | -1.2% | 0.028% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 3,471 | $710K | 0.0% | +22.3% | 0.001% | |
7/25/2025 | Muirfield Wealth Advisors LLC | 30,777 | $6.30M | 5.0% | -1.3% | 0.007% | |
7/25/2025 | Sovereign Financial Group Inc. | 6,034 | $1.24M | 0.3% | +5.9% | 0.001% | |
7/25/2025 | Tranquility Partners LLC | 15,459 | $3.16M | 1.1% | +1.2% | 0.003% | |
7/25/2025 | Concurrent Investment Advisors LLC | 161,657 | $33.09M | 0.6% | +117.3% | 0.036% | |
7/25/2025 | Cerro Pacific Wealth Advisors LLC | 56,399 | $11.54M | 3.2% | +6.0% | 0.012% | |
7/25/2025 | Johnson Investment Counsel Inc. | 57,695 | $11.81M | 0.1% | -0.9% | 0.013% | |
7/25/2025 | Apollon Financial LLC | 68,254 | $13.97M | 2.9% | +3.5% | 0.015% | |
7/25/2025 | Apollon Wealth Management LLC | 36,241 | $7.42M | 0.1% | -5.9% | 0.008% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 32,749 | $6.70M | 0.3% | -55.7% | 0.007% | |
7/25/2025 | IRON Financial LLC | 9,442 | $1.93M | 1.0% | +30.9% | 0.002% | |
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7/25/2025 | One Degree Advisors Inc | 32,247 | $6.60M | 2.3% | -0.3% | 0.007% | |
7/24/2025 | Comprehensive Money Management Services LLC | 1,010 | $207K | 0.2% | -27.3% | 0.000% | |
7/24/2025 | Trust Co. of Toledo NA OH | 1,269 | $260K | 0.0% | N/A | 0.000% | |
7/24/2025 | JNBA Financial Advisors | 99,431 | $20.35M | 2.0% | -2.6% | 0.022% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 82,331 | $17.02M | 3.3% | -13.6% | 0.018% | |
7/24/2025 | Von Berge Wealth Management Group LLC | 22,697 | $4.70M | 2.6% | +10.2% | 0.005% | |
7/24/2025 | Lmcg Investments LLC | 1,000 | $205K | 0.0% | N/A | 0.000% | |
7/24/2025 | Agate Pass Investment Management LLC | 4,710 | $964K | 0.4% | +6.1% | 0.001% | |
7/24/2025 | JFS Wealth Advisors LLC | 64,003 | $13.10M | 0.8% | -1.6% | 0.014% | |
7/24/2025 | Greenwood Gearhart Inc. | 1,226 | $251K | 0.0% | -12.1% | 0.000% | |
7/24/2025 | Blue Zone Wealth Advisors LLC | 2,410 | $493K | 0.1% | +10.0% | 0.001% | |
7/24/2025 | PDS Planning Inc | 271,783 | $55.63M | 4.1% | +1.5% | 0.060% | |
7/24/2025 | JB Capital LLC | 2,896 | $593K | 0.0% | -5.6% | 0.001% | |
7/24/2025 | Blue Trust Inc. | 8,935 | $1.83M | 0.0% | +18.9% | 0.002% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 637,496 | $131.03M | 4.2% | -4.1% | 0.141% | |
7/24/2025 | Endeavor Private Wealth Inc. | 1,857 | $382K | 0.2% | -20.0% | 0.000% | |
7/24/2025 | Aurora Private Wealth Inc. | 2,279 | $467K | 0.3% | +44.5% | 0.001% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 11,708 | $2.40M | 0.2% | +3.1% | 0.003% | |
7/24/2025 | 3Chopt Investment Partners LLC | 3,696 | $760K | 0.2% | +1.5% | 0.001% | |
7/24/2025 | Moseley Investment Management Inc. | 29,465 | $6.03M | 2.1% | +2.5% | 0.007% | |
7/24/2025 | Beacon Bridge Wealth Partners LLC | 13,410 | $2.75M | 1.1% | -3.9% | 0.003% | |
7/24/2025 | Stonebridge Financial Group LLC | 22,936 | $4.69M | 0.5% | +3.2% | 0.005% | |
7/24/2025 | IFP Advisors Inc | 99,562 | $20.38M | 0.6% | +5.4% | 0.022% | |
7/24/2025 | Callan Family Office LLC | 7,016 | $1.44M | 0.0% | +4.5% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 635,523 | $130.07M | 0.4% | -1.0% | 0.141% | |
7/24/2025 | True Link Financial Advisors LLC | 138,197 | $28.29M | 2.0% | +12,054.5% | 0.031% | |
7/24/2025 | Capital Advisors Ltd. LLC | 150,712 | $30.85M | 3.8% | -2.8% | 0.033% | |
7/24/2025 | Leo Wealth LLC | 37,287 | $7.63M | 0.6% | +5.1% | 0.008% | |
7/24/2025 | MSH Capital Advisors LLC | 11,915 | $2.44M | 0.7% | +24.7% | 0.003% | |
7/24/2025 | US Bancorp DE | 257,907 | $52.79M | 0.1% | +9.4% | 0.057% | |
7/24/2025 | Baxter Bros Inc. | 6,686 | $1.37M | 0.2% | +25.6% | 0.001% | |
7/24/2025 | Columbia Advisory Partners LLC | 2,813 | $576K | 0.4% | -9.4% | 0.001% | |
7/23/2025 | L.K. Benson & Company P.C. | 2,819 | $577K | 0.4% | -16.9% | 0.001% | |
7/23/2025 | Fulton Breakefield Broenniman LLC | 55,146 | $11.29M | 0.8% | +3.5% | 0.012% | |
7/23/2025 | Values Added Financial LLC | 2,769 | $567K | 0.3% | +4.5% | 0.001% | |
7/23/2025 | Schrum Private Wealth Management LLC | 5,109 | $1.05M | 0.8% | +16.8% | 0.001% | |
7/23/2025 | Optas LLC | 2,662 | $545K | 0.1% | -50.0% | 0.001% | |
7/23/2025 | Capital Management Associates Inc | 4,125 | $844K | 0.3% | -50.4% | 0.001% | |
7/23/2025 | Clear Creek Financial Management LLC | 30,268 | $6.20M | 0.6% | -8.1% | 0.007% | |
7/23/2025 | Bar Harbor Wealth Management | 995 | $204K | 0.0% | N/A | 0.000% | |
7/23/2025 | Ignite Planners LLC | 5,926 | $1.22M | 0.2% | +16.8% | 0.001% | |
7/23/2025 | Fortis Advisors LLC | 28,813 | $5.90M | 3.8% | -0.4% | 0.006% | |
7/23/2025 | Castle Rock Wealth Management LLC | 2,176 | $450K | 0.1% | +4.8% | 0.000% | |
7/23/2025 | Morton Capital Management LLC CA | 23,574 | $4.83M | 0.9% | -3.1% | 0.005% | |
7/23/2025 | Valmark Advisers Inc. | 152,102 | $31.13M | 0.4% | +2.6% | 0.034% | |
7/23/2025 | Lakeside Advisors INC. | 1,573 | $322K | 0.2% | -3.1% | 0.000% | |
7/23/2025 | Detalus Advisors LLC | 29,789 | $6.10M | 1.8% | -1.2% | 0.007% | |
7/23/2025 | Traphagen Investment Advisors LLC | 7,326 | $1.50M | 0.1% | +9.8% | 0.002% | |
7/23/2025 | Winthrop Advisory Group LLC | 23,772 | $4.89M | 0.5% | +38.8% | 0.005% | |
7/23/2025 | Raub Brock Capital Management LP | 4,476 | $916K | 0.2% | -9.9% | 0.001% | |
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7/23/2025 | Citizens National Bank Trust Department | 13,596 | $2.78M | 0.6% | -1.0% | 0.003% | |
7/23/2025 | Arcataur Capital Management LLC | 29,368 | $6.01M | 1.9% | -0.8% | 0.007% | |
7/23/2025 | NBT Bank N A NY | 977 | $200K | 0.0% | -41.7% | 0.000% | |
7/23/2025 | Madden Advisory Services Inc. | 20,510 | $4.20M | 1.8% | -3.5% | 0.005% | |
7/23/2025 | Mainsail Asset Management LLC | 18,895 | $3.87M | 2.4% | -0.7% | 0.004% | |
7/23/2025 | Sax Wealth Advisors LLC | 15,897 | $3.25M | 0.2% | +6.9% | 0.004% | |
7/23/2025 | Venturi Wealth Management LLC | 19,356 | $3.96M | 0.2% | -1.2% | 0.004% | |
7/23/2025 | Wheelhouse Advisory Group LLC | 79,912 | $16.36M | 8.3% | +3.9% | 0.018% | |
7/23/2025 | Colony Family Offices LLC | 32,187 | $6.62M | 1.7% | +2.2% | 0.007% | |
7/23/2025 | Godsey & Gibb Inc. | 981 | $201K | 0.0% | -6.6% | 0.000% | |