10/21/2025 | Arrow Financial Corp | 4,175 | $494K | 0.1% | -10.5% | 0.002% | |
10/21/2025 | Fifth Third Wealth Advisors LLC | 9,712 | $1.15M | 0.0% | +3.9% | 0.004% | |
10/21/2025 | Moss Adams Wealth Advisors LLC | 473,414 | $56.04M | 4.4% | +7.6% | 0.207% | |
10/21/2025 | Saxony Capital Management LLC | 4,155 | $492K | 0.3% | N/A | 0.002% | |
10/21/2025 | Global Retirement Partners LLC | 75,824 | $8.98M | 0.2% | +5.3% | 0.033% | |
10/21/2025 | Fulton Bank N.A. | 6,311 | $747K | 0.0% | +11.0% | 0.003% | |
10/21/2025 | Synergy Asset Management LLC | 29,051 | $3.44M | 0.1% | N/A | 0.013% | |
10/21/2025 | Simon Quick Advisors LLC | 93,663 | $11.09M | 0.5% | +2.9% | 0.041% | |
10/21/2025 | Brookwood Investment Group LLC | 13,556 | $1.61M | 0.2% | +17.1% | 0.006% | |
10/21/2025 | SJS Investment Consulting Inc. | 1,095 | $130K | 0.0% | +370.0% | 0.000% | |
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10/21/2025 | SteelPeak Wealth LLC | 34,445 | $4.08M | 0.1% | +94.9% | 0.015% | |
10/21/2025 | Silver Oak Securities Incorporated | 9,071 | $1.07M | 0.1% | +19.2% | 0.004% | |
10/21/2025 | Amplius Wealth Advisors LLC | 3,571 | $423K | 0.0% | -10.2% | 0.002% | |
10/21/2025 | CMH Wealth Management LLC | 92,187 | $10.91M | 2.3% | -2.8% | 0.040% | |
10/21/2025 | Global Financial Private Client LLC | 13,509 | $1.60M | 0.6% | +5.0% | 0.006% | |
10/21/2025 | Financial Consulate Inc. | 961 | $114K | 0.0% | N/A | 0.000% | |
10/21/2025 | Salomon & Ludwin LLC | 31,650 | $3.68M | 0.3% | +25.4% | 0.014% | |
10/21/2025 | Roberts Wealth Advisors LLC | 16,322 | $1.93M | 0.5% | -3.2% | 0.007% | |
10/20/2025 | Accurate Wealth Management LLC | 2,037 | $233K | 0.0% | N/A | 0.001% | |
10/20/2025 | Miracle Mile Advisors LLC | 13,139 | $1.56M | 0.0% | +0.7% | 0.006% | |
10/20/2025 | Chemistry Wealth Management LLC | 1,715 | $203K | 0.0% | N/A | 0.001% | |
10/20/2025 | IAM Advisory LLC | 23,325 | $2.76M | 0.6% | -2.9% | 0.010% | |
10/20/2025 | Allspring Global Investments Holdings LLC | 77,215 | $9.01M | 0.0% | +8.6% | 0.034% | |
10/20/2025 | Stonebridge Financial Group LLC | 222,213 | $26.30M | 2.3% | -4.5% | 0.097% | |
10/20/2025 | Sterling Investment Management LLC | 2,375 | $281K | 0.2% | -5.0% | 0.001% | |
10/20/2025 | Merit Financial Group LLC | 58,474 | $6.92M | 0.1% | -26.9% | 0.026% | |
10/20/2025 | Keystone Global Partners LLC | 67,326 | $7.97M | 4.1% | +53.1% | 0.029% | |
10/20/2025 | Ascent Group LLC | 7,937 | $940K | 0.0% | -1.6% | 0.003% | |
10/20/2025 | Joseph P. Lucia & Associates LLC | 5,090 | $603K | 0.2% | +17.8% | 0.002% | |
10/20/2025 | Analyst IMS Investment Management Services Ltd. | 226,454 | $26.81M | 0.8% | +12.9% | 0.099% | |
10/17/2025 | Farmers & Merchants Investments Inc. | 495 | $59K | 0.0% | -46.5% | 0.000% | |
10/17/2025 | Constitution Capital LLC | 6,694 | $792K | 0.4% | +22.5% | 0.003% | |
10/17/2025 | Nixon Peabody Trust Co. | 5,200 | $616K | 0.0% | +9.5% | 0.002% | |
10/17/2025 | Retireful LLC | 18,124 | $2.15M | 2.1% | +3.4% | 0.008% | |
10/17/2025 | Encompass More Asset Management | 22,274 | $2.64M | 0.5% | -15.7% | 0.010% | |
10/17/2025 | Dumont & Blake Investment Advisors LLC | 45,164 | $5.35M | 1.3% | +1.6% | 0.020% | |
10/17/2025 | Institute for Wealth Management LLC. | 9,673 | $1.15M | 0.1% | -2.7% | 0.004% | |
10/17/2025 | Archford Capital Strategies LLC | 39,637 | $4.69M | 0.6% | +10.7% | 0.017% | |
10/17/2025 | Sowell Financial Services LLC | 17,956 | $2.13M | 0.1% | +1.7% | 0.008% | |
10/17/2025 | Sovereign Financial Group Inc. | 2,174 | $257K | 0.0% | N/A | 0.001% | |
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10/17/2025 | MKT Advisors LLC | 8,121 | $948K | 0.4% | +10.0% | 0.004% | |
10/17/2025 | Apollon Wealth Management LLC | 7,391 | $875K | 0.0% | +6.7% | 0.003% | |
10/16/2025 | Columbus Macro LLC | 8,571 | $1.02M | 0.1% | +9.6% | 0.004% | |
10/16/2025 | Carnegie Investment Counsel | 80,593 | $9.54M | 0.2% | +0.7% | 0.035% | |
10/16/2025 | Howard Capital Management Group LLC | 6,685 | $791K | 0.1% | -15.0% | 0.003% | |
10/16/2025 | Darwin Wealth Management LLC | 48,482 | $5.74M | 1.8% | +5.4% | 0.021% | |
10/16/2025 | Stockman Wealth Management Inc. | 21,607 | $2.56M | 0.3% | +0.4% | 0.009% | |
10/16/2025 | HBW Advisory Services LLC | 21,785 | $2.58M | 0.3% | +14.3% | 0.010% | |
10/16/2025 | Orange Investment Advisors Inc. | 70,736 | $8.37M | 0.9% | +4.8% | 0.031% | |
10/16/2025 | CRA Financial Services LLC | 2,053 | $243K | 0.0% | -6.8% | 0.001% | |
10/16/2025 | Gladwyn Financial Advisors Inc. | 388 | $46K | 0.0% | N/A | 0.000% | |
10/16/2025 | Sharper & Granite LLC | 59,998 | $7.10M | 2.5% | -3.2% | 0.026% | |
10/16/2025 | VCI Wealth Management LLC | 6,108 | $723K | 0.2% | N/A | 0.003% | |
10/16/2025 | Donald L. Hagan LLC | 15,145 | $1.79M | 0.9% | -41.1% | 0.007% | |
10/15/2025 | CWM LLC | 448,455 | $53.08M | 0.2% | +7.7% | 0.196% | |
10/15/2025 | Iams Wealth Management LLC | 5,548 | $657K | 0.3% | -22.2% | 0.002% | |
10/15/2025 | Bar Harbor Wealth Management | 84,521 | $10.01M | 0.6% | +0.8% | 0.037% | |
10/15/2025 | Harbor Capital Advisors Inc. | 147,631 | $17.48M | 1.4% | +46.6% | 0.065% | |
10/15/2025 | World Investment Advisors | 16,288 | $1.93M | 0.0% | +11.0% | 0.007% | |
10/15/2025 | Fiduciary Planning LLC | 17,341 | $2.05M | 0.6% | +4.6% | 0.008% | |
10/15/2025 | Tritonpoint Wealth LLC | 40,713 | $4.82M | 0.4% | +0.7% | 0.018% | |
10/15/2025 | ARS Investment Partners LLC | 15,418 | $1.83M | 0.1% | +20.6% | 0.007% | |
10/15/2025 | Brookstone Capital Management | 66,907 | $7.92M | 0.1% | -4.0% | 0.029% | |
10/15/2025 | Private Trust Co. NA | 14,424 | $1.71M | 0.2% | -4.6% | 0.006% | |
10/15/2025 | Symmetry Partners LLC | 37,113 | $4.39M | 0.5% | -28.9% | 0.016% | |
10/15/2025 | Founders Financial Securities LLC | 114,640 | $13.57M | 0.9% | -2.6% | 0.050% | |
10/15/2025 | Cape ANN Savings Bank | 1,832 | $217K | 0.1% | N/A | 0.001% | |
10/15/2025 | Friedenthal Financial | 40,769 | $4.83M | 2.5% | +0.7% | 0.018% | |
10/15/2025 | Manchester Financial Inc. | 14,425 | $1.71M | 0.3% | +28.8% | 0.006% | |
10/15/2025 | Vontobel Holding Ltd. | 9,359 | $1.11M | 0.0% | -60.9% | 0.004% | |
10/15/2025 | DAVENPORT & Co LLC | 161,672 | $19.14M | 0.1% | -3.8% | 0.071% | |
10/14/2025 | Monument Capital Management | 44,042 | $5.21M | 1.3% | -7.4% | 0.019% | |
10/14/2025 | OLD National Bancorp IN | 90,221 | $10.68M | 0.2% | -3.4% | 0.040% | |
10/14/2025 | Fourpath Capital Management LLC | 4,684 | $554K | 0.1% | +9.7% | 0.002% | |
10/14/2025 | Matrix Trust Co | 36,830 | $4.36M | 0.7% | -7.0% | 0.016% | |
10/14/2025 | Farther Finance Advisors LLC | 12,058 | $1.43M | 0.0% | -2.2% | 0.005% | |
10/14/2025 | Juncture Wealth Strategies LLC | 2,235 | $265K | 0.1% | +7.1% | 0.001% | |
10/14/2025 | West Financial Advisors LLC | 32,534 | $3.85M | 0.6% | +1.0% | 0.014% | |
10/14/2025 | Beech Hill Advisors Inc. | 17,832 | $2.11M | 1.0% | -11.1% | 0.008% | |
10/14/2025 | Brighton Jones LLC | 5,623 | $666K | 0.0% | +15.1% | 0.002% | |
10/14/2025 | Capital Insight Partners LLC | 42,657 | $5.05M | 0.8% | +30.9% | 0.019% | |
10/10/2025 | ABLE Financial Group LLC | 3,367 | $399K | 0.1% | +3.5% | 0.001% | |
10/10/2025 | Diversified Enterprises LLC | 133,221 | $15.77M | 1.1% | -0.8% | 0.058% | |
10/10/2025 | CWC Advisors LLC. | 15,721 | $1.86M | 0.9% | +3.2% | 0.007% | |
10/10/2025 | Flputnam Investment Management Co. | 8,237 | $975K | 0.0% | +42.2% | 0.004% | |
10/10/2025 | Clarity Financial LLC | 158,933 | $18.81M | 1.9% | -11.7% | 0.070% | |
10/10/2025 | Fairvoy Private Wealth LLC | 25,932 | $3.07M | 0.7% | +6.8% | 0.011% | |
10/10/2025 | Focus Financial Network Inc. | 18,586 | $2.20M | 0.1% | +44.2% | 0.008% | |
10/10/2025 | Signal Advisors Wealth LLC | 64,754 | $7.67M | 0.7% | -14.5% | 0.028% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 16,649 | $1.97M | 0.0% | -1.8% | 0.007% | |
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10/9/2025 | Independence Bank of Kentucky | 1,774 | $210K | 0.0% | +22.2% | 0.001% | |
10/9/2025 | Secure Asset Management LLC | 5,620 | $656K | 0.1% | +24.3% | 0.002% | |
10/9/2025 | AdvisorNet Financial Inc | 63,013 | $7.46M | 0.4% | +31.5% | 0.028% | |
10/9/2025 | Financial Enhancement Group LLC | 99,611 | $11.51M | 1.5% | +138.3% | 0.044% | |
10/9/2025 | Toth Financial Advisory Corp | 44,484 | $5.27M | 0.6% | +1.8% | 0.020% | |
10/9/2025 | Kessler Investment Group LLC | 6,120 | $724K | 0.3% | +8.7% | 0.003% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 12,692 | $1.50M | 0.0% | -7.5% | 0.006% | |
10/9/2025 | Stillwater Capital Advisors LLC | 137,501 | $16.28M | 1.8% | -0.2% | 0.060% | |
10/9/2025 | IMZ Advisory Inc | 203,125 | $24.04M | 9.0% | +2.6% | 0.089% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 28,124 | $3.33M | 0.1% | +167.4% | 0.012% | |