7/18/2025 | Lockerman Financial Group Inc. | 3,525 | $260K | 0.3% | -5.6% | 0.000% | |
7/18/2025 | First United Bank & Trust | 26,424 | $1.95M | 0.7% | -8.3% | 0.001% | |
7/17/2025 | MBA Advisors LLC | 20,075 | $1.48M | 0.7% | -3.1% | 0.001% | |
7/17/2025 | Chicago Capital LLC | 21,572 | $1.59M | 0.0% | +9.1% | 0.001% | |
7/17/2025 | Park Place Capital Corp | 1,408 | $103K | 0.0% | N/A | 0.000% | |
7/17/2025 | K2 Financial Inc. | 86,415 | $6.27M | 5.5% | +113.7% | 0.005% | |
7/17/2025 | XML Financial LLC | 293,210 | $21.59M | 1.9% | +1.6% | 0.016% | |
7/17/2025 | HCR Wealth Advisors | 12,226 | $900K | 0.1% | +29.4% | 0.001% | |
7/17/2025 | Capital Investment Advisors LLC | 9,581 | $705K | 0.0% | -3.2% | 0.001% | |
7/17/2025 | LifeGoal Wealth Advisors | 96,269 | $7.09M | 6.7% | +25.9% | 0.005% | |
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7/17/2025 | Sterling Investment Advisors Ltd. | 7,275 | $536K | 0.1% | +34.6% | 0.000% | |
7/17/2025 | LexAurum Advisors LLC | 7,553 | $556K | 0.1% | +17.5% | 0.000% | |
7/17/2025 | HB Wealth Management LLC | 32,730 | $2.41M | 0.0% | -11.3% | 0.002% | |
7/17/2025 | Kavar Capital Partners Group LLC | 272,876 | $20.09M | 2.9% | N/A | 0.015% | |
7/17/2025 | Janney Montgomery Scott LLC | 309,557 | $22.79M | 0.1% | -0.3% | 0.017% | |
7/17/2025 | Cyr Financial Inc. | 123,654 | $9.11M | 7.0% | -4.9% | 0.007% | |
7/17/2025 | Oakworth Capital Inc. | 1,831,010 | $134.82M | 8.7% | +5.2% | 0.103% | |
7/17/2025 | Baron Silver Stevens Financial Advisors LLC | 326,406 | $24.03M | 3.8% | +8.5% | 0.018% | |
7/17/2025 | Fifth Third Securities Inc. | 333,959 | $24.59M | 1.8% | +17.3% | 0.019% | |
7/17/2025 | Oceanside Advisors LLC | 120,163 | $8.85M | 5.9% | +3.3% | 0.007% | |
7/17/2025 | Prepared Retirement Institute LLC | 112,522 | $8.29M | 4.9% | -7.1% | 0.006% | |
7/17/2025 | Archford Capital Strategies LLC | 395,406 | $29.11M | 3.7% | +0.9% | 0.022% | |
7/17/2025 | New Covenant Trust Company N.A. | 134,774 | $9.88M | 8.8% | +37.4% | 0.008% | |
7/17/2025 | Fiduciary Advisors Inc. | 13,139 | $967K | 0.9% | +2.1% | 0.001% | |
7/17/2025 | Astoria Strategic Wealth Inc. | 481,781 | $35.47M | 9.6% | +6.9% | 0.027% | |
7/17/2025 | Greenbush Financial Group LLC | 244,386 | $17.99M | 7.8% | +5.6% | 0.014% | |
7/17/2025 | Sound Income Strategies LLC | 9,122 | $672K | 0.0% | -4.6% | 0.001% | |
7/17/2025 | Jackson Grant Investment Advisers Inc. | 5,342 | $393K | 0.1% | +2.8% | 0.000% | |
7/17/2025 | Vermillion Wealth Management Inc. | 303,254 | $22.33M | 10.7% | -6.5% | 0.017% | |
7/17/2025 | Applied Capital LLC | 18,272 | $1.35M | 0.6% | -1.8% | 0.001% | |
7/17/2025 | Capital Insight Partners LLC | 23,152 | $1.71M | 0.3% | -0.7% | 0.001% | |
7/17/2025 | Investment Research & Advisory Group Inc. | 16,936 | $1.25M | 0.5% | +5.7% | 0.001% | |
7/17/2025 | Scott & Selber Inc. | 4,984 | $367K | 0.1% | +6.4% | 0.000% | |
7/17/2025 | Lazari Capital Management Inc. | 8,600 | $633K | 0.2% | +7.7% | 0.000% | |
7/17/2025 | City Holding Co. | 31,998 | $2.36M | 0.3% | +5.8% | 0.002% | |
7/17/2025 | Symmetry Partners LLC | 624,891 | $46.01M | 5.7% | +24.4% | 0.035% | |
7/17/2025 | San Luis Wealth Advisors LLC | 6,290 | $463K | 0.1% | +6.0% | 0.000% | |
7/17/2025 | Grandview Asset Management LLC | 5,447 | $401K | 0.1% | N/A | 0.000% | |
7/17/2025 | Beacon Capital Management LLC | 1,490 | $110K | 0.0% | +599.5% | 0.000% | |
7/17/2025 | Tritonpoint Wealth LLC | 2,745 | $202K | 0.0% | -18.8% | 0.000% | |
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7/17/2025 | Mustard Seed Financial LLC | 5,974 | $440K | 0.3% | -3.1% | 0.000% | |
7/17/2025 | Coastline Trust Co | 916 | $67K | 0.0% | +844.3% | 0.000% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 26,485 | $1.95M | 0.2% | -13.4% | 0.001% | |
7/17/2025 | Avior Wealth Management LLC | 450,175 | $33.15M | 1.1% | -7.2% | 0.025% | |
7/17/2025 | XY Planning Network Inc. | 2,787 | $205K | 0.1% | -6.5% | 0.000% | |
7/17/2025 | BayBridge Capital Group LLC | 11,297 | $832K | 0.5% | -3.8% | 0.001% | |
7/17/2025 | RBA Wealth Management LLC | 21,991 | $1.62M | 0.6% | -0.7% | 0.001% | |
7/17/2025 | Charles Schwab Trust Co | 486,791 | $35.84M | 2.7% | +0.3% | 0.027% | |
7/17/2025 | Luminvest Wealth Management LLC | 225,866 | $16.60M | 6.0% | +4.5% | 0.013% | |
7/17/2025 | Sage Rhino Capital LLC | 92,268 | $6.79M | 1.4% | -0.2% | 0.005% | |
7/17/2025 | Michels Family Financial LLC | 33,686 | $2.48M | 2.1% | +1.2% | 0.002% | |
7/17/2025 | SeaBridge Investment Advisors LLC | 3,627 | $267K | 0.0% | -25.6% | 0.000% | |
7/17/2025 | LVW Advisors LLC | 180,500 | $13.29M | 1.4% | -26.2% | 0.010% | |
7/17/2025 | David Kennon Inc | 49,761 | $3.66M | 1.4% | -4.3% | 0.003% | |
7/16/2025 | TOWER TRUST & INVESTMENT Co | 9,028 | $665K | 0.5% | +2.4% | 0.001% | |
7/16/2025 | Marmo Financial Group LLC | 63,686 | $4.69M | 2.3% | -1.2% | 0.004% | |
7/16/2025 | Spirepoint Private Client LLC | 118,021 | $8.69M | 1.0% | +5.0% | 0.007% | |
7/16/2025 | Diversified Enterprises LLC | 20,474 | $1.51M | 0.1% | -5.2% | 0.001% | |
7/16/2025 | Cahaba Wealth Management Inc. | 17,904 | $1.32M | 0.1% | -6.5% | 0.001% | |
7/16/2025 | Squire Investment Management Company LLC | 19,736 | $1.45M | 0.5% | +16.2% | 0.001% | |
7/16/2025 | Independent Wealth Network Inc. | 20,482 | $1.51M | 0.5% | +8.8% | 0.001% | |
7/16/2025 | Twelve Points Wealth Management LLC | 4,506 | $332K | 0.1% | -6.7% | 0.000% | |
7/16/2025 | GoalFusion Wealth Management LLC | 43,820 | $3.23M | 1.7% | -17.3% | 0.002% | |
7/16/2025 | Signaturefd LLC | 132,967 | $9.79M | 0.2% | -48.2% | 0.007% | |
7/16/2025 | Old Port Advisors | 22,855 | $1.68M | 0.5% | -20.9% | 0.001% | |
7/16/2025 | ST Germain D J Co. Inc. | 19,746 | $1.45M | 0.1% | +13.7% | 0.001% | |
7/16/2025 | Swisher Financial Concepts Inc. | 76,902 | $5.66M | 3.7% | +14.8% | 0.004% | |
7/16/2025 | Rebalance LLC | 203,326 | $14.97M | 1.0% | +1.0% | 0.011% | |
7/16/2025 | Falcon Wealth Planning | 6,640 | $489K | 0.0% | -5.7% | 0.000% | |
7/16/2025 | Novem Group | 12,921 | $951K | 0.1% | -18.1% | 0.001% | |
7/16/2025 | Beaumont Financial Advisors LLC | 25,622 | $1.89M | 0.1% | +0.8% | 0.001% | |
7/16/2025 | Five Oceans Advisors | 4,518 | $333K | 0.1% | -3.5% | 0.000% | |
7/16/2025 | Patron Partners LLC | 7,813 | $575K | 0.3% | +108.7% | 0.000% | |
7/16/2025 | Cambridge Advisors Inc. | 648,141 | $47.72M | 10.0% | -2.5% | 0.036% | |
7/16/2025 | BankPlus Wealth Management LLC | 49,597 | $3.65M | 2.4% | +31.4% | 0.003% | |
7/16/2025 | TCI Wealth Advisors Inc. | 42,341 | $3.12M | 0.2% | +50.5% | 0.002% | |
7/16/2025 | Blue Oak Capital LLC | 36,043 | $2.65M | 1.4% | +51.1% | 0.002% | |
7/16/2025 | American National Bank & Trust | 1,234 | $91K | 0.0% | +928.3% | 0.000% | |
7/16/2025 | Tenret Co LLC | 41,193 | $3.03M | 1.7% | +8.1% | 0.002% | |
7/16/2025 | Traveka Wealth LLC | 31,875 | $2.35M | 1.2% | +31.5% | 0.002% | |
7/16/2025 | MKT Advisors LLC | 4,248 | $312K | 0.1% | -5.4% | 0.000% | |
7/16/2025 | Wealth Group Ltd | 19,173 | $1.41M | 0.4% | -1.0% | 0.001% | |
7/16/2025 | Dakota Wealth Management | 27,174 | $2.00M | 0.0% | -0.6% | 0.002% | |
7/16/2025 | Perigon Wealth Management LLC | 171,093 | $12.60M | 0.3% | +18.3% | 0.010% | |
7/16/2025 | Octavia Wealth Advisors LLC | 4,336 | $319K | 0.0% | -5.5% | 0.000% | |
7/16/2025 | Motive Wealth Advisors | 83,640 | $6.16M | 2.8% | -12.0% | 0.005% | |
7/16/2025 | Global Wealth Management LLC | 4,142 | $301K | 0.2% | N/A | 0.000% | |
7/16/2025 | Newton One Investments LLC | 749,143 | $55.16M | 17.4% | -0.3% | 0.042% | |
7/15/2025 | Floyd Financial Group LLC | 40,982 | $3.00M | 2.8% | -6.9% | 0.002% | |
7/15/2025 | Sightline Wealth Advisors LLC | 328,063 | $24.16M | 11.7% | +1.5% | 0.018% | |
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7/15/2025 | McAdam LLC | 8,595 | $633K | 0.0% | -13.9% | 0.000% | |
7/15/2025 | Atmos Advisory LLC | 272,968 | $20.10M | 12.8% | +0.1% | 0.015% | |
7/15/2025 | Pitti Group Wealth Management LLC | 10,707 | $788K | 0.7% | +7.6% | 0.001% | |
7/15/2025 | North Star Investment Management Corp. | 69,174 | $5.09M | 0.4% | -3.7% | 0.004% | |
7/15/2025 | Aspire Capital Advisors LLC | 213,874 | $15.75M | 4.3% | +3.4% | 0.012% | |
7/15/2025 | Beacon Investment Advisory Services Inc. | 129,697 | $9.55M | 0.4% | +7.7% | 0.007% | |
7/15/2025 | Genesis Wealth Advisors LLC | 94,405 | $6.95M | 5.2% | +8.1% | 0.005% | |
7/15/2025 | Total Wealth Planning LLC | 55,996 | $4.12M | 0.5% | -2.8% | 0.003% | |
7/15/2025 | Verum Partners LLC | 6,572 | $484K | 0.1% | -10.9% | 0.000% | |
7/15/2025 | Wealth Effects LLC | 8,748 | $644K | 0.2% | -2.2% | 0.000% | |