7/11/2025 | Petredis Investment Advisors LLC | 38,993 | $10.91M | 1.0% | N/A | 0.013% | |
7/11/2025 | Annex Advisory Services LLC | 2,416 | $676K | 0.0% | -25.4% | 0.001% | |
7/11/2025 | Colorado Capital Management Inc. | 18,105 | $5.07M | 2.2% | +1.8% | 0.006% | |
7/11/2025 | Scott Capital Advisors LLC | 45,256 | $12.82M | 3.5% | -1.6% | 0.015% | |
7/11/2025 | Compass Ion Advisors LLC | 955 | $267K | 0.0% | -85.0% | 0.000% | |
7/11/2025 | Hilltop Wealth Advisors LLC | 13,435 | $3.76M | 2.1% | -6.2% | 0.004% | |
7/11/2025 | First PREMIER Bank | 23,518 | $6.58M | 1.6% | +2.7% | 0.008% | |
7/11/2025 | Capital Advantage Inc. | 13,800 | $3.86M | 0.6% | -40.5% | 0.005% | |
7/11/2025 | Farther Finance Advisors LLC | 20,847 | $5.83M | 0.1% | +81.4% | 0.007% | |
7/11/2025 | Busey Bank | 2,349 | $657K | 0.0% | +23.0% | 0.001% | |
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7/11/2025 | Silver Oak Securities Incorporated | 5,385 | $1.51M | 0.1% | +0.8% | 0.002% | |
7/11/2025 | CX Institutional | 202,290 | $56.61M | 2.0% | -9.9% | 0.068% | |
7/11/2025 | UMB Bank n.a. | 9,991 | $2.80M | 0.0% | -1.5% | 0.003% | |
7/11/2025 | AFG Fiduciary Services Limited Partnership | 8,142 | $2.29M | 0.6% | +9.5% | 0.003% | |
7/11/2025 | Pinnacle Bancorp Inc. | 3,361 | $941K | 0.3% | +27.7% | 0.001% | |
7/11/2025 | Eagle Bay Advisors LLC | 2,534 | $712K | 0.6% | +3.6% | 0.001% | |
7/11/2025 | Addis & Hill Inc | 36,520 | $10.22M | 6.7% | -1.1% | 0.012% | |
7/11/2025 | Rockwood Wealth Management LLC | 5,983 | $1.67M | 0.1% | -8.2% | 0.002% | |
7/11/2025 | Thomasville National Bank | 2,538 | $710K | 0.0% | -5.9% | 0.001% | |
7/11/2025 | LongView Wealth Management | 10,068 | $2.82M | 0.9% | +35.2% | 0.003% | |
7/11/2025 | SeaCrest Wealth Management LLC | 8,893 | $2.49M | 0.3% | +6.1% | 0.003% | |
7/11/2025 | Diversified Trust Co | 12,782 | $3.58M | 0.1% | +1.0% | 0.004% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 156,997 | $43.93M | 3.8% | -1.2% | 0.052% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 106,536 | $29.81M | 0.0% | N/A | 0.036% | |
7/11/2025 | Grove Bank & Trust | 36,107 | $10.10M | 1.3% | +1.7% | 0.012% | |
7/10/2025 | Anderson Hoagland & Co. | 40,108 | $11.22M | 1.1% | -0.9% | 0.013% | |
7/10/2025 | Perkins Coie Trust Co | 163,110 | $45.64M | 7.8% | -0.3% | 0.055% | |
7/10/2025 | Oldfather Financial Services LLC | 4,578 | $1.28M | 0.4% | +48.8% | 0.002% | |
7/10/2025 | Trust Point Inc. | 2,255 | $631K | 0.1% | -56.7% | 0.001% | |
7/10/2025 | Hurlow Wealth Management Group Inc. | 6,140 | $1.72M | 0.5% | -0.9% | 0.002% | |
7/10/2025 | Selective Wealth Management Inc. | 2,111 | $598K | 0.2% | -16.8% | 0.001% | |
7/10/2025 | Rockland Trust Co. | 3,480 | $974K | 0.0% | -16.6% | 0.001% | |
7/10/2025 | ARS Wealth Advisors Group LLC | 1,360 | $381K | 0.0% | +6.3% | 0.000% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 22,096 | $6.18M | 0.8% | +1,905.1% | 0.007% | |
7/10/2025 | Ferguson Wellman Capital Management Inc. | 1,800 | $504K | 0.0% | -35.7% | 0.001% | |
7/10/2025 | Baker Tilly Wealth Management LLC | 7,839 | $2.19M | 0.8% | +28.4% | 0.003% | |
7/10/2025 | Envision Financial LLC | 24,397 | $6.83M | 4.6% | +10.0% | 0.008% | |
7/10/2025 | Marshall Financial Group LLC | 1,955 | $552K | 0.1% | -2.8% | 0.001% | |
7/10/2025 | Affiance Financial LLC | 8,008 | $2.24M | 0.5% | +5.8% | 0.003% | |
7/10/2025 | Fulton Bank N.A. | 3,898 | $1.09M | 0.0% | +23.9% | 0.001% | |
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7/10/2025 | Family Legacy Financial Solutions LLC | 166 | $46K | 0.0% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 216,223 | $61.33M | 0.1% | +11.1% | 0.072% | |
7/10/2025 | Atticus Wealth Management LLC | 425 | $119K | 0.0% | +84.8% | 0.000% | |
7/10/2025 | Bath Savings Trust Co | 1,906 | $533K | 0.1% | +68.2% | 0.001% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 6,716 | $1.88M | 0.7% | -1.9% | 0.002% | |
7/10/2025 | High Net Worth Advisory Group LLC | 9,644 | $2.70M | 0.7% | +0.8% | 0.003% | |
7/10/2025 | RFG Holdings Inc. | 25,123 | $7.03M | 2.0% | +569.9% | 0.008% | |
7/10/2025 | Wedmont Private Capital | 53,197 | $15.07M | 0.6% | +4.9% | 0.018% | |
7/10/2025 | Tompkins Financial Corp | 632 | $177K | 0.0% | +36.5% | 0.000% | |
7/10/2025 | American Financial Advisors LLC | 88,825 | $24.86M | 3.5% | -2.2% | 0.030% | |
7/10/2025 | Uptown Financial Advisors LLC | 31,244 | $8.74M | 7.5% | -1.0% | 0.010% | |
7/10/2025 | Secure Asset Management LLC | 9,655 | $2.70M | 0.5% | +64.0% | 0.003% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 1,548 | $433K | 0.1% | +26.1% | 0.001% | |
7/10/2025 | KMG Fiduciary Partners LLC | 42,759 | $11.97M | 0.9% | -1.0% | 0.014% | |
7/10/2025 | Focus Financial Network Inc. | 11,186 | $3.14M | 0.1% | +12.0% | 0.004% | |
7/10/2025 | Sovran Advisors LLC | 9,564 | $2.70M | 0.3% | +251.9% | 0.003% | |
7/9/2025 | Praetorian Wealth Management Inc. | 57,938 | $16.21M | 3.7% | -15.3% | 0.019% | |
7/9/2025 | Breakwater Investment Management | 515 | $144K | 0.1% | -8.5% | 0.000% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 20,724 | $5.80M | 0.2% | +2.8% | 0.007% | |
7/9/2025 | Gilman Hill Asset Management LLC | 26,799 | $7.50M | 1.2% | +8.5% | 0.009% | |
7/9/2025 | OLIO Financial Planning | 4,484 | $1.26M | 0.4% | -15.6% | 0.001% | |
7/9/2025 | Channel Wealth LLC | 2,058 | $576K | 0.2% | -14.4% | 0.001% | |
7/9/2025 | PFW Advisors LLC | 9,450 | $2.64M | 0.8% | -7.1% | 0.003% | |
7/9/2025 | Chesley Taft & Associates LLC | 29,057 | $8.13M | 0.4% | +1.1% | 0.010% | |
7/9/2025 | Towerpoint Wealth LLC | 50,082 | $14.02M | 6.2% | -6.9% | 0.017% | |
7/9/2025 | Sapient Capital LLC | 6,350 | $1.78M | 0.0% | +6.3% | 0.002% | |
7/9/2025 | Westshore Wealth LLC | 2,609 | $730K | 0.3% | -3.7% | 0.001% | |
7/9/2025 | Pallas Capital Advisors LLC | 3,355 | $939K | 0.0% | -7.0% | 0.001% | |
7/9/2025 | Affinity Capital Advisors LLC | 7,182 | $2.01M | 0.3% | +16.4% | 0.002% | |
7/9/2025 | Lbmc Investment Advisors LLC | 44,470 | $12.44M | 0.9% | +0.1% | 0.015% | |
7/9/2025 | Hummer Financial Advisory Services Inc | 2,299 | $646K | 0.5% | +27.8% | 0.001% | |
7/9/2025 | Fermata Advisors LLC | 4,437 | $1.24M | 0.3% | -34.7% | 0.001% | |
7/9/2025 | Aaron Wealth Advisors LLC | 2,278 | $637K | 0.1% | +52.0% | 0.001% | |
7/9/2025 | Keystone Wealth Services LLC | 3,626 | $1.02M | 0.2% | +11.0% | 0.001% | |
7/9/2025 | StrongBox Wealth LLC | 3,460 | $968K | 0.4% | -3.1% | 0.001% | |
7/9/2025 | Breakwater Capital Group | 3,765 | $1.05M | 0.2% | +12.9% | 0.001% | |
7/9/2025 | Hardin Capital Partners LLC | 1,520 | $428K | 0.3% | +3.1% | 0.001% | |
7/9/2025 | Balefire LLC | 931 | $260K | 0.1% | N/A | 0.000% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 7,783 | $2.18M | 0.3% | +47.3% | 0.003% | |
7/9/2025 | Wolff Financial Management LLC | 85,809 | $24.01M | 6.2% | +1.6% | 0.029% | |
7/9/2025 | Alesco Advisors LLC | 14,711 | $4.12M | 0.1% | -0.5% | 0.005% | |
7/9/2025 | LifePlan Financial LLC | 3,691 | $1.03M | 0.9% | -1.1% | 0.001% | |
7/9/2025 | Fragasso Financial Advisors Inc | 1,479 | $414K | 0.0% | -4.5% | 0.000% | |
7/9/2025 | Fiduciary Alliance LLC | 16,669 | $4.67M | 0.3% | +426.7% | 0.006% | |
7/9/2025 | Bank of New Hampshire | 40,253 | $11.26M | 2.8% | -3.0% | 0.013% | |
7/9/2025 | Searcy Financial Services Inc. ADV | 97,599 | $27.31M | 11.1% | +1.2% | 0.033% | |
7/9/2025 | GEM Asset Management LLC | 11,219 | $3.17M | 1.6% | -2.5% | 0.004% | |
7/9/2025 | Orser Capital Management LLC | 760 | $213K | 0.2% | N/A | 0.000% | |
7/9/2025 | Byrne Asset Management LLC | 757 | $212K | 0.1% | -32.0% | 0.000% | |
7/9/2025 | Christopher J. Hasenberg Inc | 75,874 | $21.23M | 7.9% | +10,098.1% | 0.025% | |
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7/9/2025 | Veracity Capital LLC | 68,384 | $19.14M | 6.5% | +4.1% | 0.023% | |
7/9/2025 | Brand Asset Management Group Inc. | 54,166 | $15.16M | 5.7% | +15.1% | 0.018% | |
7/9/2025 | Bowman & Co S.C. | 5,303 | $1.48M | 0.7% | +4.0% | 0.002% | |
7/9/2025 | Riversedge Advisors LLC | 884 | $247K | 0.0% | N/A | 0.000% | |
7/9/2025 | Beacon Financial Group | 5,089 | $1.42M | 0.1% | +1.0% | 0.002% | |
7/9/2025 | First Financial Corp IN | 18,330 | $5.13M | 2.3% | +3.0% | 0.006% | |
7/9/2025 | Sandy Cove Advisors LLC | 47,715 | $13.35M | 4.8% | +4.4% | 0.016% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 526,618 | $147.36M | 3.9% | +1.9% | 0.176% | |
7/9/2025 | WealthCare Investment Partners LLC | 1,013 | $287K | 0.1% | -3.4% | 0.000% | |
7/8/2025 | Melone Private Wealth LLC | 3,484 | $972K | 0.5% | -1.4% | 0.001% | |