| 7/24/2025 | KFA Private Wealth Group LLC | 4,666 | $339K | 0.1% | +3.0% | 0.003% | |
| 7/24/2025 | Williams & Novak LLC | 9,226 | $671K | 0.6% | -13.3% | 0.007% | |
| 7/24/2025 | rebel Financial LLC | 49,105 | $3.57M | 1.6% | N/A | 0.035% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 5,440 | $395K | 0.0% | N/A | 0.004% | |
| 7/24/2025 | Galvin Gaustad & Stein LLC | 5,340 | $388K | 0.0% | -10.1% | 0.004% | |
| 7/24/2025 | Horizon Bancorp Inc. IN | 1,476 | $107K | 0.1% | -8.5% | 0.001% | |
| 7/24/2025 | Blair William & Co. IL | 25,012 | $1.82M | 0.0% | +1.7% | 0.018% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 2,080 | $151K | 0.0% | +60.6% | 0.001% | |
| 7/24/2025 | MFA Wealth Services | 3,773 | $274K | 0.2% | N/A | 0.003% | |
| 7/24/2025 | MSH Capital Advisors LLC | 64,391 | $4.68M | 1.3% | -1.2% | 0.046% | |
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| 7/24/2025 | Copperwynd Financial LLC | 124,832 | $9.07M | 2.3% | N/A | 0.089% | |
| 7/24/2025 | US Bancorp DE | 95,411 | $6.94M | 0.0% | +0.5% | 0.068% | |
| 7/23/2025 | Armstrong Fleming & Moore Inc | 3,760 | $273K | 0.1% | N/A | 0.003% | |
| 7/23/2025 | Columbus Macro LLC | 4,087 | $297K | 0.0% | -5.6% | 0.003% | |
| 7/23/2025 | Eagle Strategies LLC | 36,300 | $2.64M | 0.4% | +3.6% | 0.026% | |
| 7/23/2025 | Dohj LLC | 22,777 | $1.66M | 0.4% | -4.1% | 0.016% | |
| 7/23/2025 | Morton Capital Management LLC CA | 7,666 | $557K | 0.1% | +3.5% | 0.005% | |
| 7/23/2025 | Bear Mountain Capital Inc. | 319,966 | $23.24M | 8.3% | +1.2% | 0.227% | |
| 7/23/2025 | NBT Bank N A NY | 52,149 | $3.79M | 0.3% | -1.9% | 0.037% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 16,073 | $1.17M | 0.1% | -5.7% | 0.011% | |
| 7/23/2025 | DMC Group LLC | 4,102 | $298K | 0.2% | N/A | 0.003% | |
| 7/23/2025 | Foundation Wealth Management LLC | 26,991 | $1.96M | 1.4% | -15.6% | 0.019% | |
| 7/22/2025 | Belpointe Asset Management LLC | 8,112 | $590K | 0.0% | +93.3% | 0.006% | |
| 7/22/2025 | MAS Advisors LLC | 3,082 | $224K | 0.4% | N/A | 0.002% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 6,198 | $450K | 0.0% | +17.7% | 0.004% | |
| 7/22/2025 | DAVENPORT & Co LLC | 28,144 | $2.05M | 0.0% | -1.7% | 0.020% | |
| 7/22/2025 | Simplicity Wealth LLC | 13,930 | $1.01M | 0.0% | +85.7% | 0.010% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 11,432 | $831K | 0.4% | -2.1% | 0.008% | |
| 7/22/2025 | Wealthcare Capital Management LLC | 16,058 | $1.17M | 0.1% | -8.8% | 0.011% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 395,017 | $28.71M | 0.7% | +16.1% | 0.280% | |
| 7/22/2025 | Berger Financial Group Inc | 3,031 | $220K | 0.0% | N/A | 0.002% | |
| 7/22/2025 | Noble Family Wealth LLC | 34,827 | $2.53M | 0.6% | -3.6% | 0.025% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 192,812 | $14.01M | 0.8% | -4.2% | 0.137% | |
| 7/22/2025 | Donor Advised Charitable Giving Inc. | 10,005 | $727K | 0.0% | -1.9% | 0.007% | |
| 7/22/2025 | Windward Private Wealth Management Inc. | 11,637 | $846K | 0.3% | -4.3% | 0.008% | |
| 7/21/2025 | Quent Capital LLC | 63,506 | $4.62M | 0.4% | -5.1% | 0.045% | |
| 7/21/2025 | Single Point Partners LLC | 3,469 | $252K | 0.1% | -33.4% | 0.002% | |
| 7/21/2025 | Ascent Group LLC | 8,454 | $614K | 0.0% | -6.8% | 0.006% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,919 | $212K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 21,350 | $1.55M | 0.0% | -18.6% | 0.015% | |
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| 7/21/2025 | Abacus Planning Group Inc. | 39,505 | $2.87M | 0.3% | -3.4% | 0.028% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 12,282 | $893K | 0.1% | -7.6% | 0.009% | |
| 7/18/2025 | Pure Financial Advisors LLC | 284,186 | $20.66M | 0.4% | +86.6% | 0.200% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 489 | $36K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Dogwood Wealth Management LLC | 1,771 | $129K | 0.1% | -8.2% | 0.001% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 42,462 | $3.09M | 0.0% | -6.5% | 0.030% | |
| 7/18/2025 | PBMares Wealth Management LLC | 9,237 | $671K | 0.1% | -12.2% | 0.007% | |
| 7/18/2025 | Truist Financial Corp | 230,840 | $16.78M | 0.0% | -12.4% | 0.163% | |
| 7/17/2025 | Cornerstone Wealth Advisors Inc. | 5,965 | $434K | 0.1% | -4.4% | 0.004% | |
| 7/17/2025 | Greenleaf Trust | 2,982 | $217K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 398,553 | $28.97M | 1.5% | -5.3% | 0.281% | |
| 7/17/2025 | HB Wealth Management LLC | 12,331 | $896K | 0.0% | +173.8% | 0.009% | |
| 7/17/2025 | Claris Advisors LLC MO | 2,889 | $210K | 0.1% | N/A | 0.002% | |
| 7/17/2025 | New Covenant Trust Company N.A. | 2,853 | $207K | 0.2% | N/A | 0.002% | |
| 7/17/2025 | Fiduciary Advisors Inc. | 8,489 | $617K | 0.5% | +25.2% | 0.006% | |
| 7/17/2025 | Independence Bank of Kentucky | 10,198 | $741K | 0.1% | -25.0% | 0.007% | |
| 7/17/2025 | Avior Wealth Management LLC | 36,113 | $2.62M | 0.1% | -1.1% | 0.025% | |
| 7/17/2025 | Charles Schwab Trust Co | 117,092 | $8.51M | 0.6% | +1.8% | 0.083% | |
| 7/17/2025 | Michels Family Financial LLC | 3,026 | $220K | 0.2% | N/A | 0.002% | |
| 7/16/2025 | Encompass Wealth Advisors LLC | 81,047 | $5.89M | 2.2% | +3.8% | 0.057% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 6,978 | $507K | 0.1% | -3.6% | 0.005% | |
| 7/16/2025 | Rebalance LLC | 17,258 | $1.25M | 0.1% | +1.5% | 0.012% | |
| 7/16/2025 | Falcon Wealth Planning | 22,909 | $1.67M | 0.2% | -0.9% | 0.016% | |
| 7/16/2025 | Embree Financial Group | 5,390 | $392K | 0.1% | -6.5% | 0.004% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 4,567 | $332K | 0.0% | -7.1% | 0.003% | |
| 7/16/2025 | Perigon Wealth Management LLC | 24,199 | $1.76M | 0.0% | +1.7% | 0.017% | |
| 7/16/2025 | Magnus Financial Group LLC | 13,807 | $1.00M | 0.1% | +2.6% | 0.010% | |
| 7/16/2025 | Plancorp LLC | 414,181 | $30.10M | 1.0% | -8.8% | 0.292% | |
| 7/15/2025 | McAdam LLC | 10,843 | $788K | 0.0% | -6.3% | 0.008% | |
| 7/15/2025 | Signet Financial Management LLC | 2,833 | $206K | 0.0% | N/A | 0.002% | |
| 7/15/2025 | Total Wealth Planning LLC | 78,649 | $5.72M | 0.7% | +54.1% | 0.055% | |
| 7/15/2025 | Foster Victor Wealth Advisors LLC | 3,904 | $286K | 0.0% | +9.5% | 0.003% | |
| 7/15/2025 | James J. Burns & Company LLC | 35,020 | $2.55M | 0.4% | +2.0% | 0.025% | |
| 7/15/2025 | Ballentine Partners LLC | 402,920 | $29.28M | 0.4% | -3.5% | 0.284% | |
| 7/15/2025 | Fifth Third Bancorp | 204,007 | $14.83M | 0.1% | +1.9% | 0.144% | |
| 7/15/2025 | Droms Strauss Advisors Inc. MO ADV | 36,329 | $2.64M | 0.8% | +9.0% | 0.026% | |
| 7/15/2025 | PICTET BANK & TRUST Ltd | 19,145 | $1.39M | 1.6% | -9.0% | 0.014% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 173,755 | $12.63M | 1.6% | -2.9% | 0.123% | |
| 7/15/2025 | Kelly Financial Group LLC | 17,137 | $1.25M | 0.2% | -45.3% | 0.012% | |
| 7/15/2025 | Family Wealth Partners LLC | 9,784 | $711K | 0.3% | N/A | 0.007% | |
| 7/15/2025 | Bank of Stockton | 99,365 | $7.22M | 2.2% | -0.3% | 0.070% | |
| 7/15/2025 | Alpha Omega Wealth Management LLC | 10,073 | $732K | 0.1% | +1.5% | 0.007% | |
| 7/14/2025 | AdvisorNet Financial Inc | 2,723 | $198K | 0.0% | +22.7% | 0.002% | |
| 7/14/2025 | Acropolis Investment Management LLC | 39,269 | $2.85M | 0.2% | -15.0% | 0.028% | |
| 7/14/2025 | Financial Harvest LLC | 8,944 | $650K | 0.5% | N/A | 0.006% | |
| 7/14/2025 | Wooster Corthell Wealth Management Inc. | 9,675 | $703K | 0.1% | -5.6% | 0.007% | |
| 7/14/2025 | Narus Financial Partners LLC | 42,143 | $3.06M | 1.0% | -9.1% | 0.030% | |
| 7/14/2025 | Park Avenue Securities LLC | 40,413 | $2.94M | 0.0% | +2.7% | 0.029% | |
| 7/14/2025 | Sound Stewardship LLC | 129,532 | $9.41M | 4.9% | +1.5% | 0.091% | |
| 7/14/2025 | Sowell Financial Services LLC | 29,688 | $2.16M | 0.1% | +5.3% | 0.021% | |
HIDDEN IN THE BOOK OF GENESIS… (Ad) “This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth.
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| 7/14/2025 | Physician Wealth Advisors Inc. | 14,846 | $1.08M | 0.2% | -7.0% | 0.010% | |
| 7/11/2025 | Annex Advisory Services LLC | 3,452 | $251K | 0.0% | -12.1% | 0.002% | |
| 7/11/2025 | Prosperity Planning Inc. | 33,402 | $2.43M | 0.7% | -3.8% | 0.023% | |
| 7/11/2025 | Colorado Capital Management Inc. | 3,017 | $219K | 0.1% | N/A | 0.002% | |
| 7/11/2025 | Farther Finance Advisors LLC | 17,603 | $1.28M | 0.0% | +54.2% | 0.012% | |
| 7/11/2025 | UMB Bank n.a. | 27,214 | $1.98M | 0.0% | -16.5% | 0.019% | |
| 7/11/2025 | Financial Advisory Corp | 639,573 | $46.48M | 7.1% | -1.5% | 0.449% | |
| 7/11/2025 | LongView Wealth Management | 3,796 | $276K | 0.1% | -70.4% | 0.003% | |
| 7/10/2025 | Perkins Coie Trust Co | 568 | $41K | 0.0% | -20.4% | 0.000% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 118,665 | $8.67M | 0.0% | -7.6% | 0.083% | |
