10/23/2025 | HB Wealth Management LLC | 6,703 | $670K | 0.0% | +114.0% | 0.003% | |
10/23/2025 | Spire Wealth Management | 52,712 | $5.27M | 0.2% | -1.8% | 0.023% | |
10/23/2025 | CX Institutional | 3,231 | $323K | 0.0% | -4.4% | 0.001% | |
10/23/2025 | WMG Financial Advisors LLC | 8,921 | $892K | 0.3% | -9.6% | 0.004% | |
10/23/2025 | SkyOak Wealth LLC | 203,536 | $20.34M | 3.8% | -1.6% | 0.088% | |
10/22/2025 | New Century Financial Group LLC | 3,360 | $336K | 0.6% | +10.6% | 0.001% | |
10/22/2025 | McIlrath & Eck LLC | 2,669 | $267K | 0.0% | -39.5% | 0.001% | |
10/22/2025 | CoreCap Advisors LLC | 2,070 | $207K | 0.0% | +52.9% | 0.001% | |
10/22/2025 | Gladstone Institutional Advisory LLC | 9,413 | $941K | 0.0% | +1.8% | 0.004% | |
10/22/2025 | Geneos Wealth Management Inc. | 24,407 | $2.44M | 0.1% | +5.0% | 0.011% | |
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10/22/2025 | Stevens Capital Partners | 49,838 | $4.98M | 1.5% | -5.0% | 0.022% | |
10/22/2025 | Ellis Investment Partners LLC | 4,193 | $419K | 0.1% | -4.3% | 0.002% | |
10/22/2025 | TriaGen Wealth Management LLC | 16,387 | $1.64M | 0.4% | -0.6% | 0.007% | |
10/22/2025 | Commonwealth Equity Services LLC | 1,276,928 | $127.63M | 0.2% | -8.1% | 0.551% | |
10/21/2025 | Wealth Management Partners LLC | 40,833 | $4.08M | 1.3% | +2.0% | 0.018% | |
10/21/2025 | Eagle Strategies LLC | 27,147 | $2.71M | 0.4% | +0.8% | 0.012% | |
10/21/2025 | Christensen King & Associates Investment Services Inc. | 3,584 | $358K | 0.2% | -15.5% | 0.002% | |
10/21/2025 | Global Retirement Partners LLC | 62,664 | $6.26M | 0.1% | +4.5% | 0.027% | |
10/21/2025 | Signaturefd LLC | 4,489,109 | $448.69M | 7.1% | +0.1% | 1.934% | |
10/21/2025 | Townsend & Associates Inc | 361,964 | $36.07M | 3.4% | -18.4% | 0.156% | |
10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 31,620 | $3.16M | 0.2% | -9.1% | 0.014% | |
10/21/2025 | Summit Wealth Partners LLC | 47,639 | $4.76M | 0.9% | -0.4% | 0.021% | |
10/21/2025 | Silver Oak Securities Incorporated | 37,127 | $3.71M | 0.3% | +0.4% | 0.016% | |
10/21/2025 | Amplius Wealth Advisors LLC | 87,703 | $8.77M | 0.8% | -27.7% | 0.038% | |
10/21/2025 | Presilium Private Wealth LLC | 5,423 | $542K | 0.1% | +13.1% | 0.002% | |
10/21/2025 | Golden State Equity Partners | 14,318 | $1.43M | 0.2% | -7.3% | 0.006% | |
10/21/2025 | Financial Consulate Inc. | 818 | $82K | 0.0% | N/A | 0.000% | |
10/21/2025 | Mather Group LLC. | 463 | $46K | 0.0% | N/A | 0.000% | |
10/20/2025 | XML Financial LLC | 6,157 | $615K | 0.1% | +7.6% | 0.003% | |
10/20/2025 | HighMark Wealth Management LLC | 76,488 | $7.64M | 3.4% | -1.0% | 0.033% | |
10/20/2025 | Motive Wealth Advisors | 77,481 | $7.74M | 3.3% | +1.5% | 0.033% | |
10/20/2025 | Miracle Mile Advisors LLC | 25,947 | $2.59M | 0.0% | N/A | 0.011% | |
10/20/2025 | Allspring Global Investments Holdings LLC | 543,586 | $54.48M | 0.1% | -0.4% | 0.234% | |
10/20/2025 | Merit Financial Group LLC | 2,343,537 | $234.24M | 2.2% | +2.4% | 1.009% | |
10/20/2025 | MFA Wealth Advisors LLC | 140,045 | $14.00M | 3.1% | +1.2% | 0.060% | |
10/20/2025 | Calamos Wealth Management LLC | 2,013 | $201K | 0.0% | N/A | 0.001% | |
10/20/2025 | Forefront Wealth Partners LLC | 38,846 | $3.88M | 1.0% | -22.4% | 0.017% | |
10/20/2025 | McGlone Suttner Wealth Management Inc. | 625,147 | $62.48M | 8.7% | +1.9% | 0.269% | |
10/20/2025 | Pure Financial Advisors LLC | 10,143 | $1.01M | 0.0% | +10.3% | 0.004% | |
10/17/2025 | 1900 Wealth Management LLC | 12,977 | $1.30M | 0.1% | -8.1% | 0.006% | |
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10/17/2025 | Financial Partners Group Inc | 160,363 | $16.03M | 2.0% | +0.1% | 0.069% | |
10/17/2025 | Melone Private Wealth LLC | 3,805 | $380K | 0.2% | -12.9% | 0.002% | |
10/17/2025 | Maryland Capital Advisors Inc. | 13,053 | $1.31M | 0.5% | -1.2% | 0.006% | |
10/17/2025 | Perigon Wealth Management LLC | 51,316 | $5.13M | 0.1% | +1.4% | 0.022% | |
10/17/2025 | Sapient Capital LLC | 96,074 | $9.58M | 0.1% | +0.5% | 0.042% | |
10/17/2025 | Sovereign Financial Group Inc. | 14,530 | $1.45M | 0.3% | -1.9% | 0.006% | |
10/17/2025 | Valley Forge Investment Consultants Inc. ADV | 25,281 | $2.53M | 0.7% | +2.3% | 0.011% | |
10/17/2025 | Apollon Wealth Management LLC | 2,041 | $204K | 0.0% | N/A | 0.001% | |
10/17/2025 | Apollon Financial LLC | 15,244 | $1.52M | 0.3% | +40.3% | 0.007% | |
10/16/2025 | 180 Wealth Advisors LLC | 55,293 | $5.53M | 0.7% | -2.7% | 0.024% | |
10/16/2025 | Columbus Macro LLC | 61,425 | $6.14M | 0.7% | -19.9% | 0.027% | |
10/16/2025 | Hilltop Wealth Advisors LLC | 40,551 | $4.05M | 2.1% | +7.8% | 0.018% | |
10/16/2025 | Litman Gregory Wealth Management LLC | 13,153 | $1.32M | 0.1% | -1.1% | 0.006% | |
10/16/2025 | John W. Brooker & Co. CPAs | 2,756 | $275K | 0.6% | N/A | 0.001% | |
10/16/2025 | Blue Trust Inc. | 4,993,796 | $499.13M | 5.6% | +2.8% | 2.162% | |
10/15/2025 | CWM LLC | 622,547 | $62.22M | 0.2% | -7.9% | 0.272% | |
10/15/2025 | Financial Council LLC | 91,024 | $9.10M | 4.0% | -0.5% | 0.040% | |
10/15/2025 | ZWJ Investment Counsel Inc. | 25,438 | $2.54M | 0.1% | +0.8% | 0.011% | |
10/15/2025 | Private Trust Co. NA | 24,175 | $2.42M | 0.2% | +4.6% | 0.011% | |
10/14/2025 | Able Wealth Management LLC | 62,692 | $6.27M | 2.4% | -1.1% | 0.027% | |
10/14/2025 | High Probability Advisors LLC | 166,629 | $16.66M | 2.3% | +3.7% | 0.073% | |
10/14/2025 | Ironwood Wealth Management Inc. | 198,807 | $19.48M | 8.9% | +0.9% | 0.087% | |
10/14/2025 | Trust Co. of Vermont | 1,531 | $153K | 0.0% | +122.2% | 0.001% | |
10/14/2025 | Farther Finance Advisors LLC | 24,198 | $2.42M | 0.0% | +22.2% | 0.011% | |
10/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 33,105 | $3.31M | 0.6% | -2.9% | 0.014% | |
10/14/2025 | Northwest Wealth Management LLC | 9,495 | $949K | 0.2% | -1.6% | 0.004% | |
10/14/2025 | Brighton Jones LLC | 3,088 | $309K | 0.0% | -11.9% | 0.001% | |
10/14/2025 | Foster Group Inc. | 1,039,409 | $103.89M | 3.3% | N/A | 0.455% | |
10/10/2025 | Diversified Enterprises LLC | 4,226 | $422K | 0.0% | +25.3% | 0.002% | |
10/10/2025 | Sound Income Strategies LLC | 1,707 | $171K | 0.0% | -44.3% | 0.001% | |
10/10/2025 | Matauro LLC | 23,928 | $2.39M | 0.4% | +1.8% | 0.010% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 7,648 | $764K | 0.2% | N/A | 0.003% | |
10/9/2025 | Legacy Solutions LLC | 73,679 | $7.36M | 6.6% | +0.4% | 0.032% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 47,018 | $4.70M | 0.1% | +1,714.0% | 0.021% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 109,096 | $10.90M | 0.3% | +4.4% | 0.048% | |
10/9/2025 | Long Run Wealth Advisors LLC | 2,073 | $207K | 0.0% | N/A | 0.001% | |
10/9/2025 | Pacifica Partners Inc. | 340 | $34K | 0.0% | -70.1% | 0.000% | |
10/8/2025 | RDA Financial Network | 35,487 | $3.55M | 0.9% | -3.0% | 0.016% | |
10/8/2025 | Firethorn Wealth Partners LLC | 2,006 | $201K | 0.1% | N/A | 0.001% | |
10/8/2025 | OLD Point Trust & Financial Services N A | 16,901 | $1.69M | 0.5% | +129.5% | 0.007% | |
10/8/2025 | KWB Wealth | 2,608 | $247K | 0.0% | +19.7% | 0.001% | |
10/8/2025 | Veracity Capital LLC | 389,138 | $38.89M | 12.4% | +4.0% | 0.170% | |
10/7/2025 | Catalyst Private Wealth LLC | 32,121 | $3.21M | 1.4% | +4.0% | 0.014% | |
10/7/2025 | Canandaigua National Trust Co of Florida | 73,643 | $7.36M | 5.8% | +8.0% | 0.032% | |
10/7/2025 | Canandaigua National Bank & Trust Co. | 837,230 | $83.68M | 7.4% | +2.2% | 0.366% | |
10/6/2025 | Cambridge Financial Group LLC | 6,590 | $659K | 0.2% | N/A | 0.003% | |
10/3/2025 | Dentgroup LLC | 8,734 | $873K | 0.6% | +39.2% | 0.004% | |
10/2/2025 | Helen Stephens Group LLC | 2,717 | $272K | 0.1% | +3.9% | 0.001% | |
10/1/2025 | Roxbury Financial LLC | 2,888 | $289K | 0.3% | -3.9% | 0.001% | |
9/26/2025 | Corient Private Wealth LLC | 455,418 | $43.10M | 0.1% | -43.3% | 0.206% | |
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9/22/2025 | Caldwell Trust Co | 539 | $51K | 0.0% | N/A | 0.000% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 4,016 | $397K | 0.1% | +66.5% | 0.002% | |
9/12/2025 | Valeo Financial Advisors LLC | 3,338 | $316K | 0.0% | +8.9% | 0.002% | |
9/9/2025 | NWF Advisory Services Inc. | 18,924 | $1.79M | 0.2% | -15.3% | 0.009% | |
9/4/2025 | Osaic Holdings Inc. | 506,974 | $47.99M | 0.1% | -9.3% | 0.230% | |
9/3/2025 | American Trust | 3,598 | $341K | 0.0% | N/A | 0.002% | |
8/29/2025 | Evolution Wealth Management Inc. | 264 | $25K | 0.0% | N/A | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 2,105 | $199K | 0.0% | N/A | 0.001% | |
8/29/2025 | Centaurus Financial Inc. | 160,792 | $15.22M | 0.9% | +0.2% | 0.073% | |
8/27/2025 | Barnes Wealth Management Group Inc | 6,520 | $617K | 0.4% | -2.9% | 0.003% | |