1/21/2025 | Stablepoint Partners LLC | 7,256 | $2.29M | 0.4% | +0.9% | 0.000% | |
1/21/2025 | Regatta Capital Group LLC | 12,433 | $3.93M | 0.8% | -2.0% | 0.001% | |
1/21/2025 | 1834 Investment Advisors Co. | 5,255 | $1.66M | 0.2% | -5.1% | 0.000% | |
1/21/2025 | M3 Advisory Group LLC | 1,958 | $0.62M | 0.4% | +1.9% | 0.000% | |
1/21/2025 | Harrell Investment Partners LLC | 15,829 | $5M | 1.4% | +1.1% | 0.001% | |
1/21/2025 | Clarendon Private LLC | 2,201 | $0.70M | 0.7% | N/A | 0.000% | |
1/21/2025 | Embree Financial Group | 1,171 | $0.37M | 0.1% | -10.0% | 0.000% | |
1/21/2025 | Crescent Grove Advisors LLC | 1,437 | $0.45M | 0.0% | +2.2% | 0.000% | |
1/21/2025 | Marshall Financial Group LLC | 11,931 | $3.77M | 0.9% | +1.3% | 0.001% | |
1/21/2025 | Park Edge Advisors LLC | 2,534 | $0.80M | 0.2% | -25.7% | 0.000% | |
1/21/2025 | KFG Wealth Management LLC | 1,624 | $0.51M | 0.1% | -20.5% | 0.000% | |
1/21/2025 | Regency Capital Management Inc. DE | 11,304 | $3.57M | 1.9% | +2.2% | 0.001% | |
1/21/2025 | Applied Capital LLC FL | 9,409 | $2.97M | 2.3% | -1.0% | 0.001% | |
1/21/2025 | Jamison Private Wealth Management Inc. | 36,651 | $11.58M | 1.7% | -0.3% | 0.002% | |
1/21/2025 | Asio Capital LLC | 24,250 | $7.66M | 1.4% | -1.1% | 0.001% | |
1/21/2025 | Andina Capital Management LLC | 2,160 | $0.68M | 0.6% | -2.0% | 0.000% | |
1/21/2025 | First Citizens Bank & Trust Co. | 63,574 | $20.09M | 0.3% | +1.1% | 0.003% | |
1/21/2025 | Archford Capital Strategies LLC | 34,469 | $10.89M | 1.6% | +1.3% | 0.002% | |
1/21/2025 | Investment Research & Advisory Group Inc. | 19,688 | $6.22M | 1.9% | +0.2% | 0.001% | |
1/21/2025 | Duncan Williams Asset Management LLC | 9,860 | $3.12M | 1.2% | +73.6% | 0.001% | |
1/21/2025 | TTP Investments Inc. | 1,261 | $0.40M | 0.1% | +51.6% | 0.000% | |
1/21/2025 | Precedent Wealth Partners LLC | 1,292 | $0.41M | 0.1% | -9.8% | 0.000% | |
1/21/2025 | Smith Chas P & Associates PA Cpas | 164,979 | $52.14M | 3.0% | -0.6% | 0.009% | |
1/21/2025 | AlphaMark Advisors LLC | 245 | $77K | 0.0% | +113.0% | 0.000% | |
1/21/2025 | Moody Lynn & Lieberson LLC | 54,292 | $17.16M | 1.1% | +10.6% | 0.003% | |
1/21/2025 | Anderson Hoagland & Co. | 47,687 | $15.24M | 1.6% | -10.0% | 0.003% | |
1/21/2025 | Patton Albertson Miller Group LLC | 10,751 | $3.40M | 0.5% | +2.5% | 0.001% | |
1/21/2025 | Flagship Harbor Advisors LLC | 40,787 | $12.89M | 0.7% | -1.8% | 0.002% | |
1/21/2025 | Juncture Wealth Strategies LLC | 791 | $0.25M | 0.1% | -5.0% | 0.000% | |
1/21/2025 | Insight Inv LLC | 1,593 | $0.50M | 0.4% | N/A | 0.000% | |
1/21/2025 | Stewardship Advisors LLC | 1,175 | $0.37M | 0.1% | +21.1% | 0.000% | |
1/21/2025 | Running Oak Capital LLC | 47,546 | $15.03M | 2.0% | +5.8% | 0.003% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 647 | $0.21M | 0.1% | -96.4% | 0.000% | |
1/21/2025 | Vantage Wealth | 74,258 | $23.47M | 5.1% | -1.4% | 0.004% | |
1/21/2025 | First Bancorp Inc ME | 4,255 | $1.35M | 0.9% | -3.4% | 0.000% | |
1/21/2025 | Compass Wealth Management LLC | 8,935 | $2.82M | 0.7% | -2.9% | 0.000% | |
1/21/2025 | Nikulski Financial Inc. | 13,944 | $4.41M | 1.3% | -0.3% | 0.001% | |
1/21/2025 | Grange Capital LLC | 900 | $0.28M | 0.3% | N/A | 0.000% | |
1/21/2025 | Toth Financial Advisory Corp | 51,936 | $16.41M | 1.9% | +1.4% | 0.003% | |
1/21/2025 | Monte Financial Group LLC | 5,475 | $1.73M | 0.7% | -1.7% | 0.000% | |
1/21/2025 | AEGON ASSET MANAGEMENT UK Plc | 340,868 | $107.82M | 1.4% | -7.4% | 0.018% | |
1/21/2025 | CFS Investment Advisory Services LLC | 3,605 | $1.14M | 0.1% | +8.1% | 0.000% | |
1/21/2025 | Grimes & Company Inc. | 55,962 | $17.69M | 0.5% | -0.1% | 0.003% | |
1/21/2025 | Lantz Financial LLC | 2,333 | $0.74M | 0.2% | +4.6% | 0.000% | |
1/21/2025 | Linden Thomas Advisory Services LLC | 18,118 | $5.73M | 0.7% | +12.9% | 0.001% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 29,671 | $9.38M | 0.6% | +1.1% | 0.002% | |
1/21/2025 | Geneos Wealth Management Inc. | 25,465 | $8.05M | 0.3% | -2.0% | 0.001% | |
1/21/2025 | Fifth Third Bancorp | 411,889 | $130.17M | 0.5% | -3.6% | 0.022% | |
1/21/2025 | Chemung Canal Trust Co. | 14,698 | $4.65M | 1.0% | -9.2% | 0.001% | |
1/21/2025 | Bennett Selby Investments LP | 54,774 | $17.31M | 6.9% | +0.4% | 0.003% | |
1/21/2025 | Firethorn Wealth Partners LLC | 1,551 | $0.49M | 0.2% | +4.3% | 0.000% | |
1/21/2025 | Pflug Koory LLC | 3,626 | $1.15M | 0.6% | +1.6% | 0.000% | |
1/21/2025 | Nepsis Inc. | 67,752 | $21.41M | 3.1% | +5.2% | 0.004% | |
1/21/2025 | Petredis Investment Advisors LLC | 21,984 | $6.95M | 0.7% | -1.1% | 0.001% | |
1/21/2025 | Eclectic Associates Inc. ADV | 892 | $0.28M | 0.1% | -5.8% | 0.000% | |
1/21/2025 | Goelzer Investment Management Inc. | 25,575 | $8.08M | 0.5% | -2.7% | 0.001% | |
1/21/2025 | Gradient Investments LLC | 148,713 | $47M | 1.0% | +22.9% | 0.008% | |
1/21/2025 | Curated Wealth Partners LLC | 3,127 | $0.99M | 0.1% | -7.7% | 0.000% | |
1/21/2025 | Wheelhouse Advisory Group LLC | 766 | $0.24M | 0.1% | +4.9% | 0.000% | |
1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 160,086 | $50.59M | 0.8% | +3.9% | 0.009% | |
1/21/2025 | Exchange Traded Concepts LLC | 18,937 | $5.99M | 0.1% | +50.7% | 0.001% | |
1/21/2025 | CX Institutional | 51,967 | $16.42M | 0.7% | -1.9% | 0.003% | |
1/21/2025 | Zweig DiMenna Associates LLC | 42,230 | $13.35M | 1.0% | -10.6% | 0.002% | |
1/21/2025 | Berbice Capital Management LLC | 17,710 | $5.60M | 4.5% | N/A | 0.001% | |
1/21/2025 | Encompass More Asset Management | 835 | $0.26M | 0.1% | -10.3% | 0.000% | |
1/21/2025 | Impact Partnership Wealth LLC | 1,038 | $0.33M | 0.1% | +21.3% | 0.000% | |
1/21/2025 | Patriot Investment Management Group Inc. | 1,275 | $0.40M | 0.0% | -17.3% | 0.000% | |
1/21/2025 | Southland Equity Partners LLC | 675 | $0.21M | 0.0% | N/A | 0.000% | |
1/21/2025 | St. Johns Investment Management Company LLC | 5,403 | $1.71M | 0.8% | +1.2% | 0.000% | |
1/21/2025 | Metropolis Capital Ltd | 856,932 | $270.83M | 9.5% | -19.9% | 0.046% | |
1/21/2025 | Sound Income Strategies LLC | 3,855 | $1.22M | 0.1% | -4.7% | 0.000% | |
1/21/2025 | LexAurum Advisors LLC | 2,483 | $0.79M | 0.2% | +21.0% | 0.000% | |
1/21/2025 | RFG Advisory LLC | 16,188 | $5.12M | 0.1% | +7.6% | 0.001% | |
1/21/2025 | Motive Wealth Advisors | 1,700 | $0.54M | 0.3% | +10.4% | 0.000% | |
1/21/2025 | MFA Wealth Services | 1,805 | $0.57M | 0.5% | N/A | 0.000% | |
1/21/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 171,556 | $54.09M | 1.7% | +4.7% | 0.009% | |
1/21/2025 | McGlone Suttner Wealth Management Inc. | 893 | $0.28M | 0.0% | N/A | 0.000% | |
1/21/2025 | Crown Oak Advisors LLC | 64,016 | $20.23M | 10.4% | +4.3% | 0.003% | |
1/21/2025 | Wells Trecaso Financial Group LLC | 29,968 | $9.47M | 3.1% | -0.9% | 0.002% | |
1/21/2025 | Cornerstone Wealth Management LLC | 12,259 | $3.87M | 0.3% | +6.4% | 0.001% | |
1/21/2025 | Brighton Jones LLC | 20,635 | $6.52M | 0.2% | +50.1% | 0.001% | |
1/21/2025 | Sustainable Insight Capital Management LLC | 958 | $0.30M | 0.1% | -23.8% | 0.000% | |
1/21/2025 | Hengehold Capital Management LLC | 3,506 | $1.11M | 0.1% | +16.9% | 0.000% | |
1/21/2025 | Montecito Bank & Trust | 12,023 | $3.80M | 0.7% | +2.0% | 0.001% | |
1/17/2025 | Cerro Pacific Wealth Advisors LLC | 2,361 | $0.75M | 0.2% | +16.3% | 0.000% | |
1/17/2025 | New Century Financial Group LLC | 4,896 | $1.54M | 0.7% | -13.9% | 0.000% | |
1/17/2025 | FCG Investment Co | 2,063 | $0.65M | 0.4% | +12.5% | 0.000% | |
1/17/2025 | Key Client Fiduciary Advisors LLC | 1,185 | $0.38M | 0.2% | -14.6% | 0.000% | |
1/17/2025 | Apeiron RIA LLC | 2,293 | $0.73M | 0.2% | +6.1% | 0.000% | |
1/17/2025 | Secure Asset Management LLC | 8,651 | $2.73M | 0.4% | +9.3% | 0.000% | |
1/17/2025 | Verde Capital Management | 3,190 | $1.01M | 0.3% | +13.9% | 0.000% | |
1/17/2025 | Seros Financial LLC | 873 | $0.28M | 0.2% | N/A | 0.000% | |
1/17/2025 | Red Door Wealth Management LLC | 35,743 | $11.30M | 1.7% | +7.0% | 0.002% | |
1/17/2025 | IVC Wealth Advisors LLC | 5,340 | $1.69M | 0.9% | -4.4% | 0.000% | |
1/17/2025 | Galvin Gaustad & Stein LLC | 84,756 | $26.79M | 2.4% | -1.2% | 0.005% | |
1/17/2025 | Capital Planning Advisors LLC | 30,748 | $9.72M | 1.5% | +3.6% | 0.002% | |
1/17/2025 | Trust Co. of Oklahoma | 28,781 | $9.10M | 2.9% | -1.6% | 0.002% | |
1/17/2025 | Avior Wealth Management LLC | 14,736 | $4.66M | 0.2% | -6.3% | 0.001% | |
1/17/2025 | Beacon Investment Advisory Services Inc. | 3,496 | $1.11M | 0.0% | -14.8% | 0.000% | |
1/17/2025 | Endeavor Private Wealth Inc. | 860 | $0.27M | 0.3% | N/A | 0.000% | |