10/17/2025 | Austin Private Wealth LLC | 252,498 | $13.68M | 1.0% | -3.5% | 0.013% | |
10/17/2025 | Farmers & Merchants Investments Inc. | 1,532,655 | $83.04M | 2.4% | -7.6% | 0.081% | |
10/17/2025 | Fort Washington Investment Advisors Inc. OH | 10,984 | $595K | 0.0% | -7.0% | 0.001% | |
10/17/2025 | Boston Trust Walden Corp | 215,454 | $11.67M | 0.1% | -4.7% | 0.011% | |
10/17/2025 | Lpwm LLC | 235,206 | $12.74M | 3.4% | +3.0% | 0.012% | |
10/17/2025 | HM Payson & Co. | 64,476 | $3.49M | 0.1% | +8.8% | 0.003% | |
10/17/2025 | 1900 Wealth Management LLC | 107,806 | $5.84M | 0.4% | +2.9% | 0.006% | |
10/17/2025 | Norris Perne & French LLP MI | 54,252 | $2.94M | 0.2% | +2.1% | 0.003% | |
10/17/2025 | Aquire Wealth Advisors LLC | 16,856 | $913K | 0.2% | -2.3% | 0.001% | |
10/17/2025 | Institute for Wealth Management LLC. | 58,489 | $3.17M | 0.3% | -0.7% | 0.003% | |
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10/17/2025 | 5T Wealth LLC | 8,627 | $467K | 0.2% | +3.0% | 0.000% | |
10/17/2025 | Warren Street Wealth Advisors LLC | 13,591 | $736K | 0.2% | -8.5% | 0.001% | |
10/17/2025 | Archford Capital Strategies LLC | 36,128 | $1.96M | 0.2% | -4.4% | 0.002% | |
10/17/2025 | Coastwise Capital Group LLC | 4,547 | $246K | 0.2% | -37.8% | 0.000% | |
10/17/2025 | Addis & Hill Inc | 94,243 | $5.14M | 3.1% | +2.9% | 0.005% | |
10/17/2025 | MPS Loria Financial Planners LLC | 4,024 | $218K | 0.1% | N/A | 0.000% | |
10/17/2025 | Permanent Capital Management LP | 286,715 | $15.53M | 2.9% | N/A | 0.015% | |
10/17/2025 | Total Wealth Planning LLC | 10,605 | $575K | 0.1% | +4.0% | 0.001% | |
10/17/2025 | Clune & Associates LTD. | 20,605 | $1.12M | 0.3% | -2.8% | 0.001% | |
10/17/2025 | Fire Capital Management LLC | 64,979 | $3.52M | 2.0% | +3.2% | 0.003% | |
10/17/2025 | Valley National Advisers Inc. | 958 | $51K | 0.0% | -51.4% | 0.000% | |
10/17/2025 | Worth Asset Management LLC | 13,512 | $732K | 0.3% | -73.6% | 0.001% | |
10/17/2025 | Perigon Wealth Management LLC | 145,300 | $7.87M | 0.2% | +6.1% | 0.008% | |
10/17/2025 | Parisi Gray Wealth Management | 4,203 | $228K | 0.1% | -4.2% | 0.000% | |
10/17/2025 | Sowell Financial Services LLC | 33,202 | $1.80M | 0.1% | +8.0% | 0.002% | |
10/17/2025 | Ehrlich Financial Group | 3,880 | $210K | 0.1% | N/A | 0.000% | |
10/17/2025 | Sovereign Financial Group Inc. | 204,889 | $11.10M | 2.1% | +4.6% | 0.011% | |
10/17/2025 | Mayflower Financial Advisors LLC | 20,114 | $1.09M | 0.1% | -13.0% | 0.001% | |
10/17/2025 | Eagle Bay Advisors LLC | 124,438 | $6.74M | 5.3% | +0.6% | 0.007% | |
10/17/2025 | Founders Grove Wealth Partners LLC | 154,004 | $8.34M | 2.0% | -0.9% | 0.008% | |
10/17/2025 | FSM Wealth Advisors LLC | 469,270 | $25.43M | 3.6% | +21.8% | 0.025% | |
10/17/2025 | Apella Capital LLC | 1,671,450 | $91.11M | 2.0% | +21.7% | 0.088% | |
10/17/2025 | Valley Forge Investment Consultants Inc. ADV | 26,070 | $1.41M | 0.4% | +21.1% | 0.001% | |
10/17/2025 | Apollon Wealth Management LLC | 59,945 | $3.25M | 0.1% | -1.3% | 0.003% | |
10/17/2025 | Apollon Financial LLC | 6,110 | $331K | 0.1% | +39.8% | 0.000% | |
10/16/2025 | 180 Wealth Advisors LLC | 192,833 | $10.45M | 1.3% | +2.0% | 0.010% | |
10/16/2025 | Columbus Macro LLC | 91,608 | $4.96M | 0.6% | +1.1% | 0.005% | |
10/16/2025 | OLIO Financial Planning | 41,185 | $2.23M | 0.7% | -0.8% | 0.002% | |
10/16/2025 | Oldfather Financial Services LLC | 5,711 | $309K | 0.1% | -6.1% | 0.000% | |
10/16/2025 | Kopp Family Office LLC | 346,080 | $18.75M | 12.2% | -3.5% | 0.018% | |
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10/16/2025 | Stockman Wealth Management Inc. | 5,264 | $285K | 0.0% | -7.4% | 0.000% | |
10/16/2025 | Halbert Hargrove Global Advisors LLC | 15,035 | $815K | 0.0% | +3.1% | 0.001% | |
10/16/2025 | Beacon Investment Advisory Services Inc. | 230,139 | $12.47M | 0.5% | +3.9% | 0.012% | |
10/16/2025 | Hilltop Wealth Advisors LLC | 70,411 | $3.82M | 2.0% | +1.8% | 0.004% | |
10/16/2025 | HBW Advisory Services LLC | 13,317 | $722K | 0.1% | -12.0% | 0.001% | |
10/16/2025 | Conrad Siegel Investment Advisors Inc. | 207,714 | $11.25M | 2.4% | -3.0% | 0.011% | |
10/16/2025 | Signature Resources Capital Management LLC | 1,741 | $94K | 0.1% | +324.6% | 0.000% | |
10/16/2025 | Burney Co. | 72,519 | $3.93M | 0.1% | -1.8% | 0.004% | |
10/16/2025 | Gleason Group Inc. | 263,867 | $14.30M | 1.4% | +1.9% | 0.014% | |
10/16/2025 | Cordant Inc. | 282,444 | $15.30M | 6.9% | +2.4% | 0.015% | |
10/16/2025 | SWS Partners | 102,284 | $5.54M | 1.3% | +8.9% | 0.005% | |
10/16/2025 | K2 Financial Inc. | 87,566 | $4.73M | 3.8% | +0.5% | 0.005% | |
10/16/2025 | City State Bank | 37,261 | $2.02M | 0.6% | -1.2% | 0.002% | |
10/16/2025 | Marotta Asset Management | 322,055 | $17.56M | 3.3% | -0.8% | 0.017% | |
10/16/2025 | Litman Gregory Wealth Management LLC | 780,324 | $42.28M | 3.1% | -2.8% | 0.041% | |
10/16/2025 | Custos Family Office LLC | 277,908 | $15.06M | 8.5% | -34.0% | 0.015% | |
10/16/2025 | Rebalance LLC | 663,604 | $35.95M | 2.2% | +1.4% | 0.035% | |
10/16/2025 | Richards Merrill & Peterson Inc. | 3,628 | $197K | 0.1% | N/A | 0.000% | |
10/16/2025 | MBL Wealth LLC | 47,008 | $2.55M | 0.2% | -1.9% | 0.002% | |
10/16/2025 | Trust Co. of Toledo NA OH | 30,090 | $1.63M | 0.2% | +2.7% | 0.002% | |
10/16/2025 | Curran Financial Partners LLC | 6,719 | $364K | 0.1% | +3.6% | 0.000% | |
10/16/2025 | Gladwyn Financial Advisors Inc. | 124,112 | $6.72M | 4.8% | +1.6% | 0.007% | |
10/16/2025 | HBK Sorce Advisory LLC | 45,619 | $2.48M | 0.1% | +11.5% | 0.002% | |
10/16/2025 | Axos Invest Inc. | 93,811 | $5.08M | 3.8% | -25.8% | 0.005% | |
10/16/2025 | Polianta Ltd | 181,900 | $9.86M | 4.1% | -4.0% | 0.010% | |
10/16/2025 | Stonekeep Investments LLC | 137,955 | $7.47M | 4.7% | +3.2% | 0.007% | |
10/16/2025 | Blue Trust Inc. | 46,443 | $2.52M | 0.0% | +26.4% | 0.002% | |
10/16/2025 | Foresight Capital Management Advisors Inc. | 26,926 | $1.46M | 0.8% | -4.6% | 0.001% | |
10/16/2025 | Define Financial LLC | 199,838 | $10.83M | 6.5% | +2.0% | 0.011% | |
10/16/2025 | Sharper & Granite LLC | 10,616 | $575K | 0.2% | -32.5% | 0.001% | |
10/16/2025 | Randall & Associates Wealth Management | 58,994 | $3.20M | 2.3% | -2.4% | 0.003% | |
10/16/2025 | Wallace Advisory Group LLC | 4,271 | $211K | 0.2% | N/A | 0.000% | |
10/16/2025 | Johnson Bixby & Associates LLC | 59,350 | $3.22M | 0.4% | +1.3% | 0.003% | |
10/16/2025 | VCI Wealth Management LLC | 104,074 | $5.64M | 1.7% | +8.6% | 0.006% | |
10/16/2025 | Twele Capital Management Inc. | 263,879 | $14.30M | 2.6% | +0.6% | 0.014% | |
10/15/2025 | TrueWealth Advisors LLC | 3,988 | $216K | 0.1% | N/A | 0.000% | |
10/15/2025 | CWM LLC | 162,547 | $8.81M | 0.0% | +17.8% | 0.009% | |
10/15/2025 | GEN Financial Management INC. | 12,526 | $679K | 0.6% | -8.8% | 0.001% | |
10/15/2025 | BSW Wealth Partners | 47,258 | $2.56M | 0.3% | -1.6% | 0.002% | |
10/15/2025 | Clayton Financial Group LLC | 476 | $26K | 0.0% | N/A | 0.000% | |
10/15/2025 | Uptown Financial Advisors LLC | 8,015 | $434K | 0.4% | -2.8% | 0.000% | |
10/15/2025 | Camelot Technology Advisors Inc. | 3,928 | $213K | 0.2% | N/A | 0.000% | |
10/15/2025 | Independent Wealth Network Inc. | 6,685 | $362K | 0.1% | +4.8% | 0.000% | |
10/15/2025 | Patriot Investment Management Group Inc. | 912,904 | $49.46M | 3.2% | +2.0% | 0.048% | |
10/15/2025 | Cadent Capital Advisors LLC | 8,998 | $488K | 0.1% | N/A | 0.000% | |
10/15/2025 | Gemmer Asset Management LLC | 56,150 | $3.04M | 0.2% | +4.1% | 0.003% | |
10/15/2025 | Bar Harbor Wealth Management | 215,251 | $11.66M | 0.7% | -0.8% | 0.011% | |
10/15/2025 | Cabana LLC | 6,288 | $341K | 2.1% | -13.1% | 0.000% | |
10/15/2025 | Marshall & Sullivan Inc. WA | 158,812 | $8.60M | 4.0% | -0.6% | 0.008% | |
10/15/2025 | First PREMIER Bank | 7,903 | $428K | 0.1% | -7.5% | 0.000% | |
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10/15/2025 | Strid Group LLC | 1,055,212 | $57.17M | 7.3% | +0.9% | 0.056% | |
10/15/2025 | Vestia Personal Wealth Advisors | 4,437 | $240K | 0.1% | -39.1% | 0.000% | |
10/15/2025 | Pure Portfolios Holdings LLC | 33,458 | $1.81M | 0.6% | +0.7% | 0.002% | |
10/15/2025 | World Investment Advisors | 139,005 | $7.53M | 0.2% | -1.3% | 0.007% | |
10/15/2025 | Cambridge Advisors Inc. | 191,727 | $10.39M | 2.0% | -1.7% | 0.010% | |
10/15/2025 | Brady Martz Wealth Solutions LLC | 125,325 | $6.79M | 1.2% | +1.1% | 0.007% | |
10/15/2025 | Brookstone Capital Management | 419,593 | $22.73M | 0.3% | +15.7% | 0.022% | |
10/15/2025 | Triangle Securities Wealth Management | 99,838 | $5.41M | 1.2% | -1.2% | 0.005% | |
10/15/2025 | Private Trust Co. NA | 45,161 | $2.45M | 0.2% | -10.5% | 0.002% | |
10/15/2025 | Level Financial Advisors | 87,761 | $4.76M | 1.3% | +9.6% | 0.005% | |