1/17/2025 | Cerro Pacific Wealth Advisors LLC | 8,166 | $7.24M | 2.4% | -0.9% | 0.002% | |
1/17/2025 | New Century Financial Group LLC | 680 | $0.62M | 0.3% | +16.0% | 0.000% | |
1/17/2025 | FCG Investment Co | 3,163 | $2.90M | 1.8% | +11.9% | 0.001% | |
1/17/2025 | Yeomans Consulting Group Inc. | 519 | $0.48M | 0.2% | +7.2% | 0.000% | |
1/17/2025 | Key Client Fiduciary Advisors LLC | 796 | $0.73M | 0.3% | +8.0% | 0.000% | |
1/17/2025 | Apeiron RIA LLC | 673 | $0.62M | 0.2% | -3.9% | 0.000% | |
1/17/2025 | Veracity Capital LLC | 1,505 | $1.38M | 0.5% | +4.9% | 0.000% | |
1/17/2025 | Secure Asset Management LLC | 2,296 | $2.10M | 0.3% | +89.3% | 0.001% | |
1/17/2025 | Verde Capital Management | 1,172 | $1.07M | 0.3% | -18.9% | 0.000% | |
1/17/2025 | Seros Financial LLC | 401 | $0.34M | 0.3% | N/A | 0.000% | |
1/17/2025 | Red Door Wealth Management LLC | 13,857 | $12.70M | 1.9% | +5.1% | 0.003% | |
1/17/2025 | Madrona Financial Services LLC | 5,792 | $5.31M | 1.4% | +1.3% | 0.001% | |
1/17/2025 | Galvin Gaustad & Stein LLC | 8,600 | $7.88M | 0.7% | -56.9% | 0.002% | |
1/17/2025 | Capital Planning Advisors LLC | 13,138 | $12.04M | 1.9% | -10.4% | 0.003% | |
1/17/2025 | Edge Financial Advisors LLC | 458 | $0.42M | 0.4% | +12.3% | 0.000% | |
1/17/2025 | Goldstein Advisors LLC | 691 | $0.63M | 0.1% | -2.1% | 0.000% | |
1/17/2025 | Trust Co. of Oklahoma | 8,871 | $8.13M | 2.6% | -0.6% | 0.002% | |
1/17/2025 | Market Street Wealth Management Advisors LLC | 2,116 | $1.94M | 0.3% | -4.6% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 6,249 | $5.73M | 0.2% | -10.0% | 0.001% | |
1/17/2025 | Beacon Investment Advisory Services Inc. | 2,894 | $2.65M | 0.1% | -7.2% | 0.001% | |
1/17/2025 | Endeavor Private Wealth Inc. | 36 | $33K | 0.0% | N/A | 0.000% | |
1/17/2025 | Peterson Wealth Advisors LLC | 445 | $0.41M | 0.1% | +5.5% | 0.000% | |
1/17/2025 | MinichMacGregor Wealth Management LLC | 578 | $0.53M | 0.1% | +54.1% | 0.000% | |
1/17/2025 | Raleigh Capital Management Inc. | 453 | $0.42M | 0.2% | +11.6% | 0.000% | |
1/17/2025 | Adirondack Trust Co. | 1,560 | $1.43M | 0.5% | -2.3% | 0.000% | |
1/17/2025 | D.B. Root & Company LLC | 2,999 | $2.75M | 0.9% | -2.3% | 0.001% | |
1/17/2025 | Mutual Advisors LLC | 15,632 | $14.38M | 0.4% | -1.5% | 0.004% | |
1/17/2025 | First PREMIER Bank | 242 | $0.22M | 0.1% | -55.1% | 0.000% | |
1/17/2025 | True North Advisors LLC | 10,119 | $9.27M | 2.2% | +62.4% | 0.002% | |
1/17/2025 | Wendell David Associates Inc. | 17,985 | $16.48M | 1.6% | -0.4% | 0.004% | |
1/17/2025 | Traynor Capital Management Inc. | 4,112 | $3.77M | 0.3% | +48.3% | 0.001% | |
1/17/2025 | Independent Wealth Network Inc. | 1,239 | $1.14M | 0.5% | +2.6% | 0.000% | |
1/17/2025 | Wesbanco Bank Inc. | 11,363 | $10.41M | 0.4% | +0.7% | 0.003% | |
1/17/2025 | Janney Montgomery Scott LLC | 118,297 | $108.39M | 0.3% | +0.9% | 0.027% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 153,001 | $140.19M | 2.0% | -0.7% | 0.034% | |
1/17/2025 | Baker Ellis Asset Management LLC | 13,761 | $12.61M | 1.9% | -1.6% | 0.003% | |
1/17/2025 | Evolution Wealth Advisors LLC | 326 | $0.30M | 0.1% | +6.5% | 0.000% | |
1/17/2025 | Paragon Financial Partners Inc. | 2,696 | $2.47M | 1.9% | -1.8% | 0.001% | |
1/17/2025 | Kelleher Financial Advisors | 590 | $0.54M | 0.2% | +5.2% | 0.000% | |
1/17/2025 | Park Place Capital Corp | 1,056 | $0.97M | 0.3% | +12.6% | 0.000% | |
1/17/2025 | Magnus Financial Group LLC | 1,342 | $1.23M | 0.1% | +7.1% | 0.000% | |
1/17/2025 | Daymark Wealth Partners LLC | 25,217 | $23.11M | 0.8% | -0.9% | 0.006% | |
1/17/2025 | Luts & Greenleigh Group Inc. | 10,533 | $9.65M | 9.5% | -0.1% | 0.002% | |
1/17/2025 | Investment Advisory Group LLC | 486 | $0.45M | 0.1% | +11.5% | 0.000% | |
1/17/2025 | Madison Park Capital Advisors LLC | 334 | $0.31M | 0.2% | -87.6% | 0.000% | |
1/17/2025 | Phoenix Wealth Advisors | 1,237 | $1.13M | 0.5% | +1.7% | 0.000% | |
1/17/2025 | Global Trust Asset Management LLC | 2,737 | $2.51M | 1.0% | +0.4% | 0.001% | |
1/17/2025 | Advisory Alpha LLC | 3,115 | $2.85M | 0.1% | +4.1% | 0.001% | |
1/17/2025 | West Branch Capital LLC | 2,999 | $2.75M | 0.9% | +0.5% | 0.001% | |
1/17/2025 | MBM Wealth Consultants LLC | 1,720 | $1.57M | 0.5% | +1.4% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 56,011 | $51.32M | 1.2% | 0.0% | 0.013% | |
1/17/2025 | Corepath Wealth Partners LLC | 227 | $0.21M | 0.2% | N/A | 0.000% | |
1/17/2025 | Davis Capital Management | 1,472 | $1.35M | 1.1% | -1.5% | 0.000% | |
1/17/2025 | Braun Bostich & Associates Inc. | 409 | $0.38M | 0.3% | -5.1% | 0.000% | |
1/17/2025 | Eads & Heald Wealth Management | 4,029 | $3.69M | 1.8% | -3.2% | 0.001% | |
1/17/2025 | Barlow Wealth Partners Inc. | 33,255 | $30.71M | 3.9% | +3.5% | 0.007% | |
1/17/2025 | XML Financial LLC | 4,235 | $3.88M | 0.4% | +6.2% | 0.001% | |
1/17/2025 | Nisa Investment Advisors LLC | 147,298 | $134.97M | 0.5% | +13.0% | 0.033% | |
1/17/2025 | Traphagen Investment Advisors LLC | 1,544 | $1.42M | 0.1% | +1.6% | 0.000% | |
1/17/2025 | Simon Quick Advisors LLC | 3,502 | $3.21M | 0.2% | +3.9% | 0.001% | |
1/17/2025 | Sheets Smith Wealth Management | 4,540 | $4.16M | 0.5% | -3.4% | 0.001% | |
1/17/2025 | Beaumont Financial Advisors LLC | 5,030 | $4.61M | 0.3% | -3.8% | 0.001% | |
1/17/2025 | Capstone Wealth Management LLC | 310 | $0.28M | 0.3% | N/A | 0.000% | |
1/17/2025 | Perfromance Wealth Partners LLC | 68,813 | $63.05M | 2.0% | +2.7% | 0.016% | |
1/17/2025 | Oxinas Partners Wealth Management LLC | 245 | $0.22M | 0.1% | -12.2% | 0.000% | |
1/17/2025 | Commons Capital LLC | 2,878 | $2.64M | 2.4% | +2.3% | 0.001% | |
1/17/2025 | Howard Capital Management Group LLC | 57,811 | $52.97M | 3.6% | -0.1% | 0.013% | |
1/17/2025 | Roberts Wealth Advisors LLC | 5,739 | $5.30M | 1.6% | -1.4% | 0.001% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 7,229 | $6.62M | 0.0% | -2.1% | 0.002% | |
1/17/2025 | Enclave Advisors LLC | 1,152 | $1.06M | 0.2% | +2.3% | 0.000% | |
1/17/2025 | Wall Street Financial Group Inc. | 292 | $0.27M | 0.3% | +5.4% | 0.000% | |
1/17/2025 | Planned Solutions Inc. | 524 | $0.48M | 0.2% | -10.3% | 0.000% | |
1/17/2025 | Mogy Joel R Investment Counsel Inc. | 101,194 | $92.72M | 5.5% | -0.1% | 0.023% | |
1/17/2025 | Atomi Financial Group Inc. | 10,099 | $9.25M | 0.5% | +7.1% | 0.002% | |
1/17/2025 | Great Waters Wealth Management | 1,736 | $1.59M | 0.2% | -2.2% | 0.000% | |
1/17/2025 | Monterey Private Wealth Inc. | 3,986 | $3.65M | 1.2% | +0.9% | 0.001% | |
1/17/2025 | AMI Asset Management Corp | 26,298 | $24.10M | 1.3% | -1.8% | 0.006% | |
1/17/2025 | Transform Wealth LLC | 19,173 | $17.57M | 1.0% | +14.8% | 0.004% | |
1/17/2025 | Chesley Taft & Associates LLC | 69,451 | $63.64M | 3.0% | -1.9% | 0.016% | |
1/17/2025 | Alpha Cubed Investments LLC | 28,423 | $26.04M | 1.2% | -3.2% | 0.006% | |
1/17/2025 | Clear Harbor Asset Management LLC | 2,864 | $2.62M | 0.2% | +2.9% | 0.001% | |
1/17/2025 | Segment Wealth Management LLC | 21,364 | $19.58M | 1.3% | +0.4% | 0.005% | |
1/17/2025 | TB Alternative Assets Ltd. | 2,021 | $1.85M | 0.5% | N/A | 0.000% | |
1/17/2025 | Perpetual Ltd | 717 | $0.66M | 0.0% | -18.8% | 0.000% | |
1/16/2025 | First United Bank & Trust | 2,562 | $2.35M | 0.9% | -1.1% | 0.001% | |
1/16/2025 | Charles Schwab Trust Co | 344 | $0.32M | 0.0% | -5.0% | 0.000% | |
1/16/2025 | Lmcg Investments LLC | 10,627 | $9.74M | 0.6% | -10.5% | 0.002% | |
1/16/2025 | Kiley Juergens Wealth Management LLC | 33,207 | $30.43M | 7.6% | +0.1% | 0.007% | |
1/16/2025 | Aspiriant LLC | 2,014 | $1.85M | 0.1% | +1.6% | 0.000% | |
1/16/2025 | Crossmark Global Holdings Inc. | 22,857 | $20.94M | 0.4% | -6.2% | 0.005% | |
1/16/2025 | Royal Fund Management LLC | 270 | $0.25M | 0.0% | -48.3% | 0.000% | |
1/16/2025 | Chesapeake Wealth Management | 640 | $0.59M | 0.2% | -5.7% | 0.000% | |
1/16/2025 | Reliant Investment Management LLC | 382 | $0.35M | 0.2% | -8.6% | 0.000% | |
1/16/2025 | Davies Financial Advisors Inc. | 2,134 | $1.96M | 1.7% | -9.3% | 0.000% | |
1/16/2025 | Mitchell & Pahl Private Wealth LLC | 2,836 | $2.60M | 1.2% | +3.7% | 0.001% | |
1/16/2025 | Ballentine Partners LLC | 9,645 | $8.84M | 0.2% | -0.6% | 0.002% | |
1/16/2025 | Culbertson A N & Co. Inc. | 727 | $0.67M | 0.1% | -4.6% | 0.000% | |
1/16/2025 | ZWJ Investment Counsel Inc. | 3,179 | $2.91M | 0.1% | -0.3% | 0.001% | |
1/16/2025 | Pure Financial Advisors LLC | 6,400 | $5.86M | 0.1% | +1.5% | 0.001% | |
1/16/2025 | Addenda Capital Inc. | 11,697 | $10.72M | 0.5% | -3.3% | 0.003% | |