10/17/2025 | Farmers & Merchants Investments Inc. | 764,886 | $56.89M | 1.6% | -0.6% | 0.041% | |
10/17/2025 | HM Payson & Co. | 6,041 | $449K | 0.0% | -4.3% | 0.000% | |
10/17/2025 | Global Wealth Management LLC | 112,557 | $8.37M | 4.4% | +2,617.5% | 0.006% | |
10/17/2025 | Towneley Capital Management Inc DE | 6,685 | $497K | 0.1% | +55.4% | 0.000% | |
10/17/2025 | Traveka Wealth LLC | 31,278 | $2.33M | 1.0% | -1.9% | 0.002% | |
10/17/2025 | Institute for Wealth Management LLC. | 8,334 | $620K | 0.1% | -24.2% | 0.000% | |
10/17/2025 | Kavar Capital Partners Group LLC | 334,793 | $24.90M | 3.3% | +22.7% | 0.018% | |
10/17/2025 | Three Seasons Wealth LLC | 22,316 | $1.66M | 0.2% | -1.3% | 0.001% | |
10/17/2025 | 5T Wealth LLC | 32,616 | $2.43M | 1.1% | -1.5% | 0.002% | |
10/17/2025 | KW Wealth Management LLC | 30,377 | $2.26M | 3.9% | N/A | 0.002% | |
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10/17/2025 | Archford Capital Strategies LLC | 128,634 | $9.57M | 1.1% | -67.5% | 0.007% | |
10/17/2025 | Total Wealth Planning LLC | 61,183 | $4.55M | 0.5% | +9.3% | 0.003% | |
10/17/2025 | Clune & Associates LTD. | 15,246 | $1.13M | 0.3% | -11.3% | 0.001% | |
10/17/2025 | Worth Asset Management LLC | 34,379 | $2.56M | 1.1% | -8.1% | 0.002% | |
10/17/2025 | Perigon Wealth Management LLC | 177,250 | $13.18M | 0.3% | +3.6% | 0.009% | |
10/17/2025 | Sandbox Financial Partners LLC | 6,467 | $481K | 0.1% | -44.7% | 0.000% | |
10/17/2025 | Sowell Financial Services LLC | 88,319 | $6.57M | 0.3% | +4.8% | 0.005% | |
10/17/2025 | Great Oak Capital Partners LLC | 11,695 | $870K | 0.2% | N/A | 0.001% | |
10/17/2025 | Sovereign Financial Group Inc. | 12,350 | $919K | 0.2% | +6.7% | 0.001% | |
10/17/2025 | Mayflower Financial Advisors LLC | 81,432 | $6.06M | 0.6% | +6.9% | 0.004% | |
10/17/2025 | Apella Capital LLC | 1,607,276 | $120.51M | 2.7% | +4.7% | 0.086% | |
10/17/2025 | Apollon Wealth Management LLC | 26,576 | $1.98M | 0.0% | +2.6% | 0.001% | |
10/17/2025 | Apollon Financial LLC | 5,258 | $391K | 0.1% | -22.9% | 0.000% | |
10/16/2025 | Oldfather Financial Services LLC | 36,377 | $2.71M | 0.8% | +11.1% | 0.002% | |
10/16/2025 | Lockerman Financial Group Inc. | 3,383 | $252K | 0.3% | -4.0% | 0.000% | |
10/16/2025 | Darwin Wealth Management LLC | 1,401 | $104K | 0.0% | +51.6% | 0.000% | |
10/16/2025 | Beacon Investment Advisory Services Inc. | 133,144 | $9.90M | 0.4% | +2.7% | 0.007% | |
10/16/2025 | HBW Advisory Services LLC | 17,162 | $1.28M | 0.1% | -6.8% | 0.001% | |
10/16/2025 | Conrad Siegel Investment Advisors Inc. | 11,719 | $872K | 0.2% | +4.8% | 0.001% | |
10/16/2025 | CMG Global Holdings LLC | 187,952 | $14.04M | 6.9% | -1.2% | 0.010% | |
10/16/2025 | Burney Co. | 8,167 | $607K | 0.0% | +6.4% | 0.000% | |
10/16/2025 | Nvwm LLC | 37,012 | $2.75M | 0.6% | +1.6% | 0.002% | |
10/16/2025 | K2 Financial Inc. | 98,855 | $7.38M | 5.9% | +14.4% | 0.005% | |
10/16/2025 | City State Bank | 98,274 | $7.31M | 2.1% | -5.9% | 0.005% | |
10/16/2025 | Marotta Asset Management | 27,931 | $2.08M | 0.4% | +6.2% | 0.001% | |
10/16/2025 | Litman Gregory Wealth Management LLC | 244,570 | $18.19M | 1.4% | +3.3% | 0.013% | |
10/16/2025 | Rebalance LLC | 207,931 | $15.46M | 0.9% | +2.3% | 0.011% | |
10/16/2025 | Regent Peak Wealth Advisors LLC | 317,974 | $23.65M | 4.6% | N/A | 0.017% | |
10/16/2025 | Silverleafe Capital Partners LLC | 16,091 | $1.20M | 0.4% | -0.9% | 0.001% | |
10/16/2025 | Curran Financial Partners LLC | 82,900 | $6.17M | 1.2% | -33.7% | 0.004% | |
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10/16/2025 | HBK Sorce Advisory LLC | 70,461 | $5.26M | 0.1% | +1.1% | 0.004% | |
10/16/2025 | Stonekeep Investments LLC | 75,205 | $5.59M | 3.5% | +3.8% | 0.004% | |
10/16/2025 | Blue Trust Inc. | 71,248 | $5.30M | 0.1% | +70.7% | 0.004% | |
10/16/2025 | Sheets Smith Wealth Management | 5,429 | $404K | 0.0% | +2.9% | 0.000% | |
10/16/2025 | Twele Capital Management Inc. | 696,668 | $51.81M | 9.6% | +7.3% | 0.037% | |
10/15/2025 | IFS Advisors LLC | 91,601 | $6.81M | 4.0% | N/A | 0.005% | |
10/15/2025 | Financial Management Professionals Inc. | 483,564 | $35.96M | 3.7% | +2.4% | 0.026% | |
10/15/2025 | CWM LLC | 55,688 | $4.14M | 0.0% | +50.2% | 0.003% | |
10/15/2025 | GEN Financial Management INC. | 31,047 | $2.31M | 2.0% | +0.6% | 0.002% | |
10/15/2025 | Clayton Financial Group LLC | 731 | $54K | 0.0% | N/A | 0.000% | |
10/15/2025 | Independent Wealth Network Inc. | 21,606 | $1.61M | 0.5% | +5.5% | 0.001% | |
10/15/2025 | Patriot Investment Management Group Inc. | 1,705,220 | $126.82M | 8.3% | +3.9% | 0.091% | |
10/15/2025 | First PREMIER Bank | 35,937 | $2.67M | 0.6% | +7.2% | 0.002% | |
10/15/2025 | Stephens Consulting LLC | 400,204 | $29.76M | 10.2% | -27.3% | 0.021% | |
10/15/2025 | HRC Wealth Management LLC | 2,705 | $201K | 0.1% | N/A | 0.000% | |
10/15/2025 | World Investment Advisors | 30,452 | $2.27M | 0.0% | +10.3% | 0.002% | |
10/15/2025 | Cambridge Advisors Inc. | 694,733 | $51.67M | 10.1% | +7.2% | 0.037% | |
10/15/2025 | Tritonpoint Wealth LLC | 3,506 | $261K | 0.0% | +27.7% | 0.000% | |
10/15/2025 | Brookstone Capital Management | 137,898 | $10.26M | 0.1% | -0.2% | 0.007% | |
10/15/2025 | Private Trust Co. NA | 21,030 | $1.56M | 0.1% | +1.8% | 0.001% | |
10/15/2025 | Southland Equity Partners LLC | 23,439 | $1.74M | 0.4% | +6.9% | 0.001% | |
10/15/2025 | Symmetry Partners LLC | 654,969 | $48.71M | 5.3% | +4.8% | 0.035% | |
10/15/2025 | Founders Financial Securities LLC | 20,949 | $1.56M | 0.1% | -14.0% | 0.001% | |
10/15/2025 | Friedenthal Financial | 39,677 | $2.95M | 1.5% | +0.8% | 0.002% | |
10/15/2025 | Gilman Hill Asset Management LLC | 3,357 | $250K | 0.0% | +17.5% | 0.000% | |
10/15/2025 | Hanson & Doremus Investment Management | 6,042 | $449K | 0.1% | -7.9% | 0.000% | |
10/15/2025 | Tenon Financial LLC | 318,211 | $23.67M | 12.2% | +3.2% | 0.017% | |
10/15/2025 | BayBridge Capital Group LLC | 5,844 | $435K | 0.3% | -48.3% | 0.000% | |
10/15/2025 | DAVENPORT & Co LLC | 34,839 | $2.59M | 0.0% | +4.2% | 0.002% | |
10/15/2025 | Net Worth Advisory Group | 23,153 | $1.72M | 0.5% | -41.9% | 0.001% | |
10/15/2025 | Enclave Advisors LLC | 4,148 | $309K | 0.0% | +6.3% | 0.000% | |
10/15/2025 | Revisor Wealth Management LLC | 6,113 | $454K | 0.2% | -12.2% | 0.000% | |
10/15/2025 | Sound Stewardship LLC | 398,929 | $29.67M | 14.2% | +3.8% | 0.021% | |
10/15/2025 | Veery Capital LLC | 268,428 | $19.96M | 6.3% | +6.2% | 0.014% | |
10/14/2025 | Tactive Advisors LLC | 10,715 | $797K | 0.2% | -32.9% | 0.001% | |
10/14/2025 | Apeiron RIA LLC | 20,714 | $1.54M | 0.3% | +8.3% | 0.001% | |
10/14/2025 | RTD Financial Advisors Inc. | 665,169 | $49.47M | 5.9% | +2.2% | 0.035% | |
10/14/2025 | BCO Wealth Management LLC | 55,551 | $4.13M | 2.7% | -0.5% | 0.003% | |
10/14/2025 | Fort Henry Capital LLC | 22,962 | $1.71M | 1.1% | +4.2% | 0.001% | |
10/14/2025 | Highline Wealth Partners LLC | 627 | $47K | 0.0% | +31,250.0% | 0.000% | |
10/14/2025 | Ellenbecker Investment Group | 17,758 | $1.32M | 0.2% | -19.7% | 0.001% | |
10/14/2025 | Great Waters Wealth Management | 475,849 | $35.39M | 4.2% | -7.4% | 0.025% | |
10/14/2025 | Trust Co. of Vermont | 72,721 | $5.41M | 0.2% | -0.8% | 0.004% | |
10/14/2025 | Gridiron Partners LLC | 24,091 | $1.79M | 0.1% | -95.4% | 0.001% | |
10/14/2025 | Matrix Trust Co | 101,131 | $7.52M | 1.2% | +7.9% | 0.005% | |
10/14/2025 | Fiduciary Advisors Inc. | 14,739 | $1.10M | 0.9% | +12.2% | 0.001% | |
10/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 16,510 | $1.23M | 0.0% | +0.9% | 0.001% | |
10/14/2025 | Intergy Private Wealth LLC | 2,824 | $210K | 0.1% | N/A | 0.000% | |
10/14/2025 | Farther Finance Advisors LLC | 754,657 | $56.12M | 0.8% | +30.0% | 0.040% | |
10/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 278,850 | $20.74M | 3.9% | +1.3% | 0.015% | |
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10/14/2025 | Market Street Wealth Management Advisors LLC | 66,099 | $4.92M | 0.8% | -1.0% | 0.004% | |
10/14/2025 | Quantum Financial Planning Services Inc. | 27,283 | $2.03M | 0.8% | -16.4% | 0.001% | |
10/14/2025 | Meritas Wealth Management LLC | 81,429 | $6.06M | 3.0% | +24.5% | 0.004% | |
10/14/2025 | Security Financial Services INC. | 36,234 | $2.70M | 0.4% | +6.8% | 0.002% | |
10/14/2025 | Berger Financial Group Inc | 75,780 | $5.64M | 0.3% | -2.5% | 0.004% | |
10/14/2025 | McGrath & Associates Inc. | 36,023 | $2.68M | 4.0% | -38.8% | 0.002% | |
10/14/2025 | Platt Investment Counsel LLC | 124,354 | $9.25M | 7.3% | N/A | 0.007% | |
10/14/2025 | West Financial Advisors LLC | 807,414 | $60.05M | 9.9% | -2.4% | 0.043% | |
10/14/2025 | LongView Wealth Management | 4,626 | $344K | 0.1% | +6.9% | 0.000% | |
10/14/2025 | Sloy Dahl & Holst LLC | 15,012 | $1.12M | 0.1% | +14.1% | 0.001% | |