7/18/2025 | Vicus Capital | 18,492 | $1.53M | 0.1% | +3.2% | 0.006% | |
7/18/2025 | Foundry Financial Group Inc. | 12,676 | $1.05M | 0.6% | +14.4% | 0.004% | |
7/18/2025 | Pure Financial Advisors LLC | 101,471 | $8.41M | 0.1% | -1.5% | 0.035% | |
7/18/2025 | Clarity Financial LLC | 637,040 | $52.79M | 5.7% | -3.4% | 0.222% | |
7/18/2025 | Woodward Diversified Capital LLC | 4,262 | $353K | 0.2% | +21.0% | 0.001% | |
7/18/2025 | New Wave Wealth Advisors LLC | 13,802 | $1.14M | 0.5% | -24.6% | 0.005% | |
7/18/2025 | SOA Wealth Advisors LLC. | 1,826 | $151K | 0.0% | -6.5% | 0.001% | |
7/18/2025 | Northeast Financial Group Inc. | 3,820 | $317K | 0.1% | -3.4% | 0.001% | |
7/18/2025 | Dogwood Wealth Management LLC | 84,670 | $6.98M | 3.4% | +5.5% | 0.029% | |
7/18/2025 | Vigilare Wealth Management | 140,813 | $11.67M | 4.4% | +96.3% | 0.049% | |
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7/18/2025 | Trilogy Capital Inc. | 2,663 | $221K | 0.0% | -13.8% | 0.001% | |
7/18/2025 | Trust Co. of Vermont | 2,573 | $213K | 0.0% | +229.9% | 0.001% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 456,099 | $37.79M | 0.5% | +12.8% | 0.159% | |
7/18/2025 | Pacific Point Advisors LLC | 12,464 | $1.03M | 0.6% | N/A | 0.004% | |
7/18/2025 | SigFig Wealth Management LLC | 51,809 | $4.29M | 0.1% | -2.7% | 0.018% | |
7/18/2025 | Lowery Thomas LLC | 10,642 | $882K | 0.6% | +14.6% | 0.004% | |
7/18/2025 | PFG Investments LLC | 20,121 | $1.67M | 0.1% | -8.2% | 0.007% | |
7/18/2025 | Cooper Financial Group | 16,080 | $1.33M | 0.2% | -3.6% | 0.006% | |
7/18/2025 | Truist Financial Corp | 2,663,580 | $220.70M | 0.3% | -12.2% | 0.927% | |
7/17/2025 | MBA Advisors LLC | 87,407 | $7.24M | 3.3% | +54.2% | 0.030% | |
7/17/2025 | LifeGuide Financial Advisors LLC | 26,051 | $2.16M | 0.8% | -6.3% | 0.009% | |
7/17/2025 | Park Place Capital Corp | 7,465 | $616K | 0.1% | -11.0% | 0.003% | |
7/17/2025 | Capital Investment Advisors LLC | 12,646 | $1.05M | 0.0% | +1.2% | 0.004% | |
7/17/2025 | White Pine Investment CO | 131,009 | $10.86M | 2.7% | +4.4% | 0.046% | |
7/17/2025 | Northwest Wealth Management LLC | 7,431 | $616K | 0.1% | -6.1% | 0.003% | |
7/17/2025 | Stephens Group Asset Management LLC | 6,744 | $559K | 0.0% | +92.3% | 0.002% | |
7/17/2025 | Raleigh Capital Management Inc. | 7,951 | $659K | 0.3% | N/A | 0.003% | |
7/17/2025 | Spartan Planning & Wealth Management | 56,198 | $4.66M | 4.0% | -48.4% | 0.020% | |
7/17/2025 | HB Wealth Management LLC | 15,715 | $1.30M | 0.0% | -14.7% | 0.005% | |
7/17/2025 | Janney Montgomery Scott LLC | 142,485 | $11.81M | 0.0% | -4.7% | 0.050% | |
7/17/2025 | Smith Chas P & Associates PA Cpas | 2,452 | $203K | 0.0% | -14.9% | 0.001% | |
7/17/2025 | Fifth Third Securities Inc. | 20,548 | $1.70M | 0.1% | +10.3% | 0.007% | |
7/17/2025 | Prepared Retirement Institute LLC | 53,476 | $4.43M | 2.6% | +1.5% | 0.019% | |
7/17/2025 | Archford Capital Strategies LLC | 29,593 | $2.45M | 0.3% | -4.3% | 0.010% | |
7/17/2025 | Enclave Advisors LLC | 56,728 | $4.70M | 0.8% | +1.4% | 0.020% | |
7/17/2025 | Global Trust Asset Management LLC | 1,819 | $151K | 0.1% | +70.2% | 0.001% | |
7/17/2025 | Symmetry Partners LLC | 100,709 | $8.35M | 1.0% | +6.1% | 0.035% | |
7/17/2025 | PMG Wealth Management Inc. | 27,717 | $2.29M | 1.9% | -2.7% | 0.010% | |
7/17/2025 | CWA Asset Management Group LLC | 394,083 | $32.65M | 1.4% | +37.0% | 0.137% | |
7/17/2025 | Fort Washington Investment Advisors Inc. OH | 9,939 | $824K | 0.0% | -7.7% | 0.003% | |
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7/17/2025 | Barry Investment Advisors LLC | 19,562 | $1.62M | 0.4% | +59.1% | 0.007% | |
7/17/2025 | Avior Wealth Management LLC | 23,757 | $1.97M | 0.1% | -2.3% | 0.008% | |
7/17/2025 | BayBridge Capital Group LLC | 85,941 | $7.12M | 4.6% | +1.7% | 0.030% | |
7/17/2025 | Charles Schwab Trust Co | 4,647 | $385K | 0.0% | -23.4% | 0.002% | |
7/17/2025 | Tempus Wealth Planning LLC | 4,123 | $342K | 0.1% | +14.3% | 0.001% | |
7/17/2025 | SeaBridge Investment Advisors LLC | 22,844 | $1.89M | 0.4% | -15.7% | 0.008% | |
7/16/2025 | Signature Resources Capital Management LLC | 1,116 | $92K | 0.1% | N/A | 0.000% | |
7/16/2025 | Midwest Heritage Bank FSB | 77,776 | $6.45M | 2.4% | +3.4% | 0.027% | |
7/16/2025 | Cahaba Wealth Management Inc. | 24,077 | $2.00M | 0.2% | +0.9% | 0.008% | |
7/16/2025 | Independent Wealth Network Inc. | 13,949 | $1.16M | 0.4% | -2.6% | 0.005% | |
7/16/2025 | TRU Independence Asset Management 2 LLC | 32,815 | $2.72M | 1.9% | +3.7% | 0.011% | |
7/16/2025 | ORG Wealth Partners LLC | 1,096 | $90K | 0.0% | +27.4% | 0.000% | |
7/16/2025 | ORG Partners LLC | 11,420 | $944K | 0.2% | -38.9% | 0.004% | |
7/16/2025 | MinichMacGregor Wealth Management LLC | 55,595 | $4.61M | 1.0% | -3.1% | 0.019% | |
7/16/2025 | 1834 Investment Advisors Co. | 3,465 | $287K | 0.0% | +7.8% | 0.001% | |
7/16/2025 | ST Germain D J Co. Inc. | 862 | $71K | 0.0% | -43.5% | 0.000% | |
7/16/2025 | New Insight Wealth Advisors | 36,044 | $2.99M | 1.2% | +8.1% | 0.013% | |
7/16/2025 | Amarillo National Bank | 10,822 | $897K | 0.2% | +3.2% | 0.004% | |
7/16/2025 | Beaumont Financial Advisors LLC | 4,854 | $402K | 0.0% | +58.2% | 0.002% | |
7/16/2025 | EdgeRock Capital LLC | 3,614 | $299K | 0.1% | N/A | 0.001% | |
7/16/2025 | Blue Oak Capital LLC | 3,855 | $319K | 0.2% | N/A | 0.001% | |
7/16/2025 | A. D. Beadell Investment Counsel Inc. | 6,069 | $502K | 0.4% | +9.8% | 0.002% | |
7/16/2025 | Traveka Wealth LLC | 4,141 | $343K | 0.2% | N/A | 0.001% | |
7/16/2025 | Freestate Advisors LLC | 19,923 | $1.65M | 1.5% | -5.0% | 0.007% | |
7/16/2025 | Bright Financial Advisors Inc. | 10,325 | $856K | 0.5% | -1.9% | 0.004% | |
7/16/2025 | Dakota Wealth Management | 316,095 | $26.19M | 0.6% | +20.9% | 0.110% | |
7/16/2025 | Perigon Wealth Management LLC | 94,498 | $7.83M | 0.2% | -17.7% | 0.033% | |
7/16/2025 | Maridea Wealth Management LLC | 3,504 | $290K | 0.1% | N/A | 0.001% | |
7/16/2025 | Magnus Financial Group LLC | 34,554 | $2.86M | 0.3% | +1.5% | 0.012% | |
7/16/2025 | Castleview Partners LLC | 4,479 | $371K | 0.2% | +49.8% | 0.002% | |
7/15/2025 | Avaii Wealth Management LLC | 3,977 | $330K | 0.1% | -19.0% | 0.001% | |
7/15/2025 | Palumbo Wealth Management LLC | 20,851 | $1.73M | 0.5% | -25.7% | 0.007% | |
7/15/2025 | Perennial Advisors LLC | 34,034 | $2.82M | 0.5% | +5.0% | 0.012% | |
7/15/2025 | Well Done LLC | 70,466 | $5.84M | 1.1% | +25.9% | 0.025% | |
7/15/2025 | Beacon Investment Advisory Services Inc. | 685,531 | $56.80M | 2.5% | +4.5% | 0.240% | |
7/15/2025 | Postrock Partners LLC | 5,192 | $430K | 0.2% | +5.4% | 0.002% | |
7/15/2025 | Verum Partners LLC | 3,556 | $295K | 0.1% | -9.6% | 0.001% | |
7/15/2025 | Wealth Effects LLC | 3,447 | $286K | 0.1% | +4.1% | 0.001% | |
7/15/2025 | TD Private Client Wealth LLC | 897,233 | $74.35M | 1.8% | -2.3% | 0.314% | |
7/15/2025 | Roger Wittlin Investment Advisory LLC | 3,644 | $302K | 0.2% | N/A | 0.001% | |
7/15/2025 | Carr Financial Group Corp | 36,607 | $3.03M | 0.9% | +11.9% | 0.013% | |
7/15/2025 | Evanson Asset Management LLC | 12,675 | $1.05M | 0.1% | +32.7% | 0.004% | |
7/15/2025 | Peddock Capital Advisors LLC | 6,063 | $502K | 0.1% | +36.3% | 0.002% | |
7/15/2025 | Patriot Investment Management Group Inc. | 87,275 | $7.23M | 0.5% | +2.0% | 0.031% | |
7/15/2025 | Alhambra Investment Management LLC | 9,124 | $756K | 0.4% | -14.6% | 0.003% | |
7/15/2025 | Buttonwood Financial Advisors Inc. | 74,667 | $6.19M | 2.5% | +1.4% | 0.026% | |
7/15/2025 | Financial Management Professionals Inc. | 15,294 | $1.27M | 0.1% | -3.7% | 0.005% | |
7/15/2025 | Heritage Oak Wealth Advisors LLC | 7,702 | $638K | 0.3% | N/A | 0.003% | |
7/15/2025 | Norden Group LLC | 28,746 | $2.38M | 0.3% | +220.5% | 0.010% | |
7/15/2025 | Maseco LLP | 7,030 | $582K | 0.0% | N/A | 0.002% | |
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7/15/2025 | Axis Wealth Partners LLC | 13,444 | $1.11M | 0.7% | -3.2% | 0.005% | |
7/15/2025 | Fifth Third Bancorp | 309,962 | $25.68M | 0.1% | +0.5% | 0.108% | |
7/15/2025 | Kelly Financial Group LLC | 7,775 | $644K | 0.1% | -54.8% | 0.003% | |
7/15/2025 | Family Wealth Partners LLC | 30,860 | $2.56M | 1.0% | -1.8% | 0.011% | |
7/15/2025 | Christensen King & Associates Investment Services Inc. | 28,786 | $2.39M | 1.1% | +2.5% | 0.010% | |
7/15/2025 | Bfsg LLC | 33,813 | $2.80M | 0.3% | +9.5% | 0.012% | |
7/15/2025 | Optima Capital LLC | 7,567 | $627K | 0.3% | N/A | 0.003% | |
7/14/2025 | Kooman & Associates | 74,732 | $6.19M | 2.1% | -5.2% | 0.026% | |
7/14/2025 | Occidental Asset Management LLC | 7,042 | $584K | 0.1% | +47.0% | 0.002% | |
7/14/2025 | Farmers Trust Co. | 13,801 | $1.14M | 0.2% | +4.5% | 0.005% | |