10/15/2025 | CWM LLC | 20,886 | $1.06M | 0.0% | +51.6% | 0.006% | |
10/15/2025 | SFM LLC | 69,228 | $3.51M | 2.0% | -0.5% | 0.021% | |
10/15/2025 | Seed Wealth Management Inc. | 47,927 | $2.43M | 1.7% | -2.4% | 0.015% | |
10/15/2025 | Patriot Investment Management Group Inc. | 18,111 | $917K | 0.1% | +6.5% | 0.006% | |
10/15/2025 | Iams Wealth Management LLC | 12,854 | $651K | 0.3% | +70.0% | 0.004% | |
10/15/2025 | Sagace Wealth Management LLC | 64,145 | $3.25M | 2.2% | +245.8% | 0.020% | |
10/15/2025 | Jeppson Wealth Management LLC | 183,802 | $9.31M | 3.0% | +4.6% | 0.057% | |
10/15/2025 | Alhambra Investment Management LLC | 5,679 | $288K | 0.1% | +28.7% | 0.002% | |
10/15/2025 | World Investment Advisors | 12,453 | $630K | 0.0% | +77.4% | 0.004% | |
10/15/2025 | Fiduciary Planning LLC | 496,199 | $25.12M | 7.7% | -1.2% | 0.153% | |
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10/15/2025 | Brady Martz Wealth Solutions LLC | 192,437 | $9.74M | 1.8% | +3.4% | 0.059% | |
10/15/2025 | Brookstone Capital Management | 10,855 | $550K | 0.0% | -4.5% | 0.003% | |
10/15/2025 | Private Trust Co. NA | 18,493 | $936K | 0.1% | +16.4% | 0.006% | |
10/15/2025 | Southland Equity Partners LLC | 9,431 | $477K | 0.1% | -29.6% | 0.003% | |
10/15/2025 | Symmetry Partners LLC | 74,993 | $3.80M | 0.4% | +19.4% | 0.023% | |
10/15/2025 | CogentBlue Wealth Advisors LLC | 83,353 | $4.22M | 2.9% | -1.6% | 0.026% | |
10/15/2025 | Integris Wealth Management LLC | 4,065 | $206K | 0.1% | -22.7% | 0.001% | |
10/15/2025 | Anderson Hoagland & Co. | 77,947 | $3.95M | 0.4% | -1.7% | 0.024% | |
10/15/2025 | Veery Capital LLC | 48,677 | $2.46M | 0.8% | +9.3% | 0.015% | |
10/14/2025 | Bulwark Capital Corp | 138,366 | $7.01M | 5.4% | +4.0% | 0.043% | |
10/14/2025 | Trust Co. of Vermont | 450,306 | $22.80M | 1.0% | +25.7% | 0.139% | |
10/14/2025 | Matrix Trust Co | 28,808 | $1.46M | 0.2% | -4.4% | 0.009% | |
10/14/2025 | Fiduciary Advisors Inc. | 5,660 | $287K | 0.2% | +11.2% | 0.002% | |
10/14/2025 | Deane Retirement Strategies Inc. | 382,264 | $19.35M | 8.3% | -0.9% | 0.118% | |
10/14/2025 | Farther Finance Advisors LLC | 86,507 | $4.38M | 0.1% | +44.6% | 0.027% | |
10/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 604,231 | $30.59M | 5.8% | +4.5% | 0.186% | |
10/14/2025 | Cranbrook Wealth Management LLC | 62,193 | $3.15M | 0.6% | +9.1% | 0.019% | |
10/14/2025 | Meritas Wealth Management LLC | 109,430 | $5.54M | 2.7% | +5.4% | 0.034% | |
10/14/2025 | Security Financial Services INC. | 12,343 | $625K | 0.1% | N/A | 0.004% | |
10/14/2025 | McGrath & Associates Inc. | 7,930 | $401K | 0.6% | -41.3% | 0.002% | |
10/14/2025 | Exchange Traded Concepts LLC | 70,753 | $3.58M | 0.0% | -26.2% | 0.022% | |
10/14/2025 | Flywheel Private Wealth LLC | 7,525 | $381K | 0.3% | -2.8% | 0.002% | |
10/14/2025 | Private Client Services LLC | 78,476 | $3.97M | 1.3% | +12.2% | 0.024% | |
10/14/2025 | Kaufman Rossin Wealth LLC | 24,227 | $1.23M | 0.7% | +22.3% | 0.007% | |
10/14/2025 | Northwest Wealth Management LLC | 446,559 | $22.61M | 3.7% | +3.0% | 0.138% | |
10/14/2025 | Parkwoods Wealth Partners LLC | 13,065 | $661K | 0.2% | N/A | 0.004% | |
10/14/2025 | Dopkins Wealth Management LLC | 19,148 | $969K | 0.4% | +1.8% | 0.006% | |
10/14/2025 | Brighton Jones LLC | 9,736 | $493K | 0.0% | +7.7% | 0.003% | |
10/10/2025 | Diversified Enterprises LLC | 10,342 | $524K | 0.0% | -13.6% | 0.003% | |
10/10/2025 | Fifth Third Securities Inc. | 62,263 | $3.15M | 0.2% | -4.3% | 0.019% | |
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10/10/2025 | Arlington Financial Advisors LLC | 540,009 | $27.34M | 4.0% | +5.1% | 0.166% | |
10/10/2025 | Tilia Fiduciary Partners Inc. | 32,440 | $1.64M | 0.9% | +14.3% | 0.010% | |
10/10/2025 | HMV Wealth Advisors LLC | 14,120 | $715K | 0.4% | +12.6% | 0.004% | |
10/10/2025 | Envision Financial LLC | 12,299 | $623K | 0.4% | +7.6% | 0.004% | |
10/10/2025 | Shotwell Rutter Baer Inc | 92,234 | $4.62M | 3.0% | +1.7% | 0.028% | |
10/9/2025 | CGN Advisors LLC | 42,346 | $2.14M | 0.2% | +6.8% | 0.013% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 57,566 | $2.92M | 0.0% | -2.9% | 0.018% | |
10/9/2025 | Secure Asset Management LLC | 72,335 | $3.62M | 0.6% | +6.8% | 0.022% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 42,626 | $2.16M | 0.5% | N/A | 0.013% | |
10/9/2025 | AdvisorNet Financial Inc | 18,923 | $958K | 0.1% | -15.4% | 0.006% | |
10/9/2025 | Centurion Wealth Management LLC | 56,216 | $2.85M | 0.6% | N/A | 0.017% | |
10/9/2025 | L. Roy Papp & Associates LLP | 34,697 | $1.76M | 0.2% | -0.6% | 0.011% | |
10/9/2025 | Capstone Wealth Management LLC | 16,119 | $816K | 0.6% | +7.0% | 0.005% | |
10/9/2025 | ShankerValleau Wealth Advisors Inc. | 166,945 | $8.45M | 2.2% | +5.3% | 0.051% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 72,112 | $3.65M | 0.1% | +2.6% | 0.022% | |
10/9/2025 | Prosperity Planning Inc. | 312,837 | $15.84M | 4.3% | +5.0% | 0.096% | |
10/8/2025 | Asset Allocation Strategies LLC | 58,289 | $2.95M | 0.6% | -15.2% | 0.018% | |
10/8/2025 | Wedmont Private Capital | 15,185 | $760K | 0.0% | +198.1% | 0.005% | |
10/8/2025 | Chesley Taft & Associates LLC | 60,899 | $3.08M | 0.1% | +0.8% | 0.019% | |
10/7/2025 | Atmos Advisory LLC | 269,428 | $13.64M | 8.3% | +1.7% | 0.083% | |
10/7/2025 | Freestate Advisors LLC | 6,504 | $329K | 0.3% | +22.3% | 0.002% | |
10/7/2025 | Friday Financial | 101,434 | $5.14M | 2.2% | +9.6% | 0.031% | |
10/7/2025 | Graves Light Lenhart Wealth Inc. | 155,834 | $7.89M | 0.9% | +4.1% | 0.048% | |
10/6/2025 | Destiny Wealth Partners LLC | 112,472 | $5.69M | 0.7% | +2.6% | 0.036% | |
10/6/2025 | Peirce Capital Management LLC | 120,902 | $6.12M | 2.5% | +5.6% | 0.038% | |
10/6/2025 | Boston Standard Wealth Management LLC | 53,667 | $2.72M | 0.5% | +4.4% | 0.017% | |
10/6/2025 | AssuredPartners Investment Advisors LLC | 10,978 | $556K | 0.1% | N/A | 0.003% | |
10/6/2025 | Moller Wealth Partners | 702,581 | $35.57M | 7.4% | +3.6% | 0.223% | |
10/6/2025 | Claris Advisors LLC MO | 11,828 | $595K | 0.2% | +3.6% | 0.004% | |
10/3/2025 | Breakwater Investment Management | 29,290 | $1.48M | 0.5% | +1.9% | 0.010% | |
10/2/2025 | First Hawaiian Bank | 90,392 | $4.58M | 0.6% | -3.5% | 0.030% | |
9/30/2025 | Gilbert Capital Group Inc. | 42,817 | $2.15M | 1.8% | N/A | 0.014% | |
9/29/2025 | Vestwell Advisors LLC | 10,871 | $547K | 0.2% | N/A | 0.004% | |
9/26/2025 | Corient Private Wealth LLC | 866,198 | $43.54M | 0.1% | -11.3% | 0.284% | |
9/25/2025 | CacheTech Inc. | 14,574 | $733K | 0.1% | +15.5% | 0.005% | |
9/25/2025 | Adams Wealth Management | 14,574 | $733K | 0.1% | +15.5% | 0.005% | |
9/22/2025 | Caldwell Trust Co | 11,920 | $599K | 0.1% | N/A | 0.004% | |
9/4/2025 | Osaic Holdings Inc. | 466,938 | $23.46M | 0.0% | +3.8% | 0.153% | |
9/4/2025 | Beacon Capital Management Inc. | 1,223,566 | $61.51M | 3.2% | -31.1% | 0.401% | |
9/3/2025 | American Trust | 6,060 | $305K | 0.0% | N/A | 0.002% | |
8/28/2025 | Midwestern Financial LLC IA | 8,024 | $403K | 0.4% | N/A | 0.003% | |
8/27/2025 | Orion Porfolio Solutions LLC | 22,899 | $1.15M | 0.0% | +81.1% | 0.008% | |
8/26/2025 | Zeit Capital LLC | 42,263 | $2.13M | 1.5% | +0.9% | 0.014% | |
8/20/2025 | Monarch Capital Management Inc. | 50,836 | $2.56M | 0.7% | -3.6% | 0.017% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 9,133 | $459K | 0.0% | N/A | 0.003% | |
8/19/2025 | Cape Investment Advisory Inc. | 1,306 | $66K | 0.0% | -56.6% | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 199,893 | $10.00M | 0.2% | +2.6% | 0.066% | |
8/19/2025 | Asset Dedication LLC | 3,422 | $172K | 0.0% | +14.0% | 0.001% | |
8/18/2025 | Old North State Trust LLC | 7,456 | $375K | 0.3% | -75.8% | 0.002% | |
8/18/2025 | N.E.W. Advisory Services LLC | 13,441 | $676K | 0.1% | +2.7% | 0.004% | |
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8/18/2025 | Geneos Wealth Management Inc. | 83,827 | $4.21M | 0.1% | -7.6% | 0.027% | |
8/18/2025 | Hershey Financial Advisers LLC | 15,736 | $791K | 0.7% | N/A | 0.005% | |
8/15/2025 | Strategic Investment Advisors MI | 12,323 | $619K | 0.1% | +9.7% | 0.004% | |
8/15/2025 | Tower Research Capital LLC TRC | 27,391 | $1.38M | 0.0% | +15,918.1% | 0.009% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 151,599 | $7.62M | 4.7% | +3.5% | 0.050% | |
8/15/2025 | Asset Allocation Strategies LLC | 68,760 | $3.46M | 0.7% | -11.2% | 0.023% | |
8/15/2025 | Semmax Financial Advisors Inc. | 90,751 | $4.56M | 1.2% | -0.6% | 0.030% | |
8/15/2025 | Corient Private Wealth LLC | 1,732,394 | $87.09M | 0.1% | +77.5% | 0.568% | |
8/15/2025 | Equitable Holdings Inc. | 305,744 | $15.37M | 0.1% | +10.1% | 0.100% | |
8/15/2025 | Captrust Financial Advisors | 42,277 | $2.13M | 0.0% | -17.1% | 0.014% | |