1/21/2025 | SWP Financial LLC | 3,597 | $0.25M | 0.2% | N/A | 0.000% | |
1/21/2025 | 1834 Investment Advisors Co. | 19,592 | $1.38M | 0.2% | -10.6% | 0.001% | |
1/21/2025 | Novare Capital Management LLC | 3,399 | $0.24M | 0.0% | -7.1% | 0.000% | |
1/21/2025 | MKT Advisors LLC | 4,749 | $0.37M | 0.2% | -3.9% | 0.000% | |
1/21/2025 | Clarendon Private LLC | 12,064 | $0.85M | 0.9% | N/A | 0.000% | |
1/21/2025 | Applied Capital LLC FL | 31,600 | $2.22M | 1.7% | -0.6% | 0.001% | |
1/21/2025 | Asio Capital LLC | 48,760 | $3.43M | 0.6% | -23.8% | 0.001% | |
1/21/2025 | First Citizens Bank & Trust Co. | 35,854 | $2.52M | 0.0% | -5.6% | 0.001% | |
1/21/2025 | Duncan Williams Asset Management LLC | 5,714 | $0.40M | 0.2% | -4.5% | 0.000% | |
1/21/2025 | Olstein Capital Management L.P. | 89,000 | $6.25M | 1.1% | -28.2% | 0.003% | |
1/21/2025 | Flagship Harbor Advisors LLC | 3,346 | $0.24M | 0.0% | -7.0% | 0.000% | |
1/21/2025 | Juncture Wealth Strategies LLC | 3,650 | $0.26M | 0.1% | N/A | 0.000% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 45,877 | $3.22M | 0.9% | +473.5% | 0.001% | |
1/21/2025 | Monte Financial Group LLC | 123,414 | $8.67M | 3.7% | -2.8% | 0.004% | |
1/21/2025 | Tributary Capital Management LLC | 10,350 | $0.73M | 0.1% | -4.2% | 0.000% | |
1/21/2025 | Grimes & Company Inc. | 32,378 | $2.27M | 0.1% | +2.2% | 0.001% | |
1/21/2025 | Lantz Financial LLC | 15,545 | $1.09M | 0.3% | -1.2% | 0.000% | |
1/21/2025 | Eclectic Associates Inc. ADV | 15,801 | $1.11M | 0.3% | +2.3% | 0.000% | |
1/21/2025 | Goelzer Investment Management Inc. | 44,110 | $3.10M | 0.2% | -2.7% | 0.001% | |
1/21/2025 | Exchange Traded Concepts LLC | 132,189 | $9.29M | 0.2% | -18.0% | 0.004% | |
1/21/2025 | CX Institutional | 20,433 | $1.44M | 0.1% | +6.4% | 0.001% | |
1/21/2025 | Encompass More Asset Management | 9,312 | $0.65M | 0.2% | +20.8% | 0.000% | |
1/21/2025 | Impact Partnership Wealth LLC | 14,538 | $1.02M | 0.2% | -16.6% | 0.000% | |
1/21/2025 | Sound Income Strategies LLC | 7,499 | $0.53M | 0.0% | +16.7% | 0.000% | |
1/21/2025 | RFG Advisory LLC | 36,935 | $2.59M | 0.1% | +45.5% | 0.001% | |
1/21/2025 | Motive Wealth Advisors | 3,433 | $0.24M | 0.1% | N/A | 0.000% | |
1/21/2025 | McGlone Suttner Wealth Management Inc. | 8,350 | $0.59M | 0.1% | +64.1% | 0.000% | |
1/21/2025 | Cornerstone Wealth Management LLC | 15,987 | $1.12M | 0.1% | +1.6% | 0.000% | |
1/21/2025 | Brighton Jones LLC | 66,233 | $4.65M | 0.1% | +62.3% | 0.002% | |
1/21/2025 | Sustainable Insight Capital Management LLC | 74,200 | $5.21M | 2.3% | N/A | 0.002% | |
1/21/2025 | Hengehold Capital Management LLC | 5,394 | $0.38M | 0.0% | +17.2% | 0.000% | |
1/17/2025 | Cerro Pacific Wealth Advisors LLC | 4,809 | $0.34M | 0.1% | +3.6% | 0.000% | |
1/17/2025 | Hedges Asset Management LLC | 26,500 | $1.86M | 1.2% | -22.3% | 0.001% | |
1/17/2025 | Key Client Fiduciary Advisors LLC | 6,207 | $0.44M | 0.2% | -6.8% | 0.000% | |
1/17/2025 | Secure Asset Management LLC | 5,067 | $0.36M | 0.1% | +11.7% | 0.000% | |
1/17/2025 | Red Door Wealth Management LLC | 5,397 | $0.38M | 0.1% | -11.4% | 0.000% | |
1/17/2025 | IVC Wealth Advisors LLC | 12,785 | $0.90M | 0.5% | -1.1% | 0.000% | |
1/17/2025 | Madrona Financial Services LLC | 3,668 | $0.26M | 0.1% | N/A | 0.000% | |
1/17/2025 | Cardinal Capital Management Inc. | 563,995 | $39.62M | 1.3% | -2.0% | 0.017% | |
1/17/2025 | Cedar Point Capital Partners LLC | 3,332 | $0.23M | 0.2% | N/A | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 56,215 | $3.95M | 0.1% | -10.1% | 0.002% | |
1/17/2025 | MinichMacGregor Wealth Management LLC | 4,845 | $0.34M | 0.1% | +16.2% | 0.000% | |
1/17/2025 | Raleigh Capital Management Inc. | 16,269 | $1.14M | 0.4% | +54.4% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 24,198 | $1.84M | 0.1% | +27.5% | 0.001% | |
1/17/2025 | First PREMIER Bank | 9,539 | $0.67M | 0.2% | -32.4% | 0.000% | |
1/17/2025 | Traynor Capital Management Inc. | 3,224 | $0.23M | 0.0% | -13.1% | 0.000% | |
1/17/2025 | Wesbanco Bank Inc. | 36,226 | $2.55M | 0.1% | -1.8% | 0.001% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 22,043 | $1.55M | 0.0% | -3.6% | 0.001% | |
1/17/2025 | Cetera Trust Company N.A | 20,426 | $1.44M | 0.9% | -1.1% | 0.001% | |
1/17/2025 | Daymark Wealth Partners LLC | 65,524 | $4.60M | 0.2% | -11.5% | 0.002% | |
1/17/2025 | Investment Advisory Group LLC | 3,206 | $0.23M | 0.1% | -46.4% | 0.000% | |
1/17/2025 | ERTS Wealth Advisors LLC | 5,846 | $0.41M | 0.1% | -10.1% | 0.000% | |
1/17/2025 | Global Trust Asset Management LLC | 9,953 | $0.70M | 0.3% | +2.2% | 0.000% | |
1/17/2025 | Advisory Alpha LLC | 6,273 | $0.44M | 0.0% | +6.9% | 0.000% | |
1/17/2025 | West Branch Capital LLC | 17,187 | $1.21M | 0.4% | +53.3% | 0.001% | |
1/17/2025 | Sterling Investment Management LLC | 15,806 | $1.11M | 0.9% | -1.3% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 17,338 | $1.22M | 0.0% | -11.0% | 0.001% | |
1/17/2025 | Braun Bostich & Associates Inc. | 3,498 | $0.25M | 0.2% | N/A | 0.000% | |
1/17/2025 | XML Financial LLC | 16,230 | $1.14M | 0.1% | -13.1% | 0.000% | |
1/17/2025 | Nisa Investment Advisors LLC | 905,758 | $63.62M | 0.2% | +5.1% | 0.027% | |
1/17/2025 | Traphagen Investment Advisors LLC | 5,910 | $0.42M | 0.0% | -8.3% | 0.000% | |
1/17/2025 | Simon Quick Advisors LLC | 13,765 | $0.97M | 0.1% | +18.4% | 0.000% | |
1/17/2025 | Beaumont Financial Advisors LLC | 2,958 | $0.21M | 0.0% | N/A | 0.000% | |
1/17/2025 | MCF Advisors LLC | 7,748 | $0.54M | 0.0% | +3.1% | 0.000% | |
1/17/2025 | Aspire Private Capital LLC | 29,151 | $2.05M | 0.5% | +1.3% | 0.001% | |
1/17/2025 | Verum Partners LLC | 7,119 | $0.50M | 0.1% | -27.0% | 0.000% | |
1/17/2025 | Octavia Wealth Advisors LLC | 4,033 | $0.28M | 0.0% | -8.3% | 0.000% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 1,225,100 | $86.05M | 0.5% | +13.3% | 0.037% | |
1/17/2025 | Monterey Private Wealth Inc. | 4,776 | $0.34M | 0.1% | +20.0% | 0.000% | |
1/17/2025 | LifePlan Financial LLC | 4,616 | $0.32M | 0.3% | -34.7% | 0.000% | |
1/17/2025 | Transform Wealth LLC | 40,187 | $2.82M | 0.2% | -82.4% | 0.001% | |
1/17/2025 | Chesley Taft & Associates LLC | 195,896 | $13.76M | 0.6% | +37.8% | 0.006% | |
1/17/2025 | Alpha Cubed Investments LLC | 36,180 | $2.54M | 0.1% | -0.6% | 0.001% | |
1/17/2025 | Clear Harbor Asset Management LLC | 53,149 | $3.73M | 0.3% | +2.7% | 0.002% | |
1/17/2025 | Perpetual Ltd | 11,515 | $0.81M | 0.0% | -96.9% | 0.000% | |
1/16/2025 | First United Bank & Trust | 1,720 | $0.12M | 0.0% | -22.5% | 0.000% | |
1/16/2025 | Charles Schwab Trust Co | 3,387 | $0.24M | 0.0% | N/A | 0.000% | |
1/16/2025 | Kiley Juergens Wealth Management LLC | 13,867 | $0.97M | 0.2% | -1.1% | 0.000% | |
1/16/2025 | Aspiriant LLC | 22,051 | $1.55M | 0.1% | -9.7% | 0.001% | |
1/16/2025 | Brookmont Capital Management | 77,730 | $5.46M | 2.9% | -10.3% | 0.002% | |
1/16/2025 | Crossmark Global Holdings Inc. | 305,338 | $21.45M | 0.4% | -44.9% | 0.009% | |
1/16/2025 | Royal Fund Management LLC | 63,636 | $4.47M | 0.4% | +232.1% | 0.002% | |
1/16/2025 | Ballentine Partners LLC | 41,289 | $2.90M | 0.0% | +4.1% | 0.001% | |
1/16/2025 | Atwood & Palmer Inc. | 4,425 | $0.31M | 0.0% | -25.3% | 0.000% | |
1/16/2025 | Culbertson A N & Co. Inc. | 71,406 | $5.02M | 0.8% | +7.9% | 0.002% | |
1/16/2025 | ZWJ Investment Counsel Inc. | 33,540 | $2.36M | 0.1% | +1.8% | 0.001% | |
1/16/2025 | Pure Financial Advisors LLC | 17,890 | $1.26M | 0.0% | +1.4% | 0.001% | |
1/16/2025 | Tudor Financial Inc. | 9,041 | $0.64M | 0.4% | +9.2% | 0.000% | |
1/16/2025 | Mountain Pacific Investment Advisers LLC | 17,698 | $1.24M | 0.1% | -2.4% | 0.001% | |
1/16/2025 | Wealthquest Corp | 3,736 | $0.26M | 0.0% | N/A | 0.000% | |
1/16/2025 | Harbor Investment Advisory LLC | 11,984 | $0.84M | 0.1% | +30.5% | 0.000% | |
1/16/2025 | Mitchell Mcleod Pugh & Williams Inc. | 20,082 | $1.41M | 0.3% | +3.9% | 0.001% | |
1/16/2025 | Zhang Financial LLC | 5,446 | $0.38M | 0.0% | +47.1% | 0.000% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 31,804 | $2.23M | 0.1% | +29.3% | 0.001% | |
1/16/2025 | FLC Capital Advisors | 2,965 | $0.21M | 0.0% | N/A | 0.000% | |
1/16/2025 | Uncommon Cents Investing LLC | 121,039 | $8.50M | 2.5% | -4.1% | 0.004% | |
1/16/2025 | Bremer Bank National Association | 9,830 | $0.69M | 0.1% | -1.9% | 0.000% | |
1/16/2025 | UMB Bank n.a. | 93,713 | $6.58M | 0.1% | -0.2% | 0.003% | |
1/16/2025 | Wealth Management Partners LLC | 6,714 | $0.47M | 0.2% | -4.4% | 0.000% | |
1/16/2025 | M.E. Allison & CO. Inc. | 19,384 | $1.36M | 1.5% | N/A | 0.001% | |