10/14/2025 | Fort Henry Capital LLC | 37,359 | $2.74M | 1.7% | +2.1% | 0.003% | |
10/14/2025 | Welch Group LLC | 13,239 | $973K | 0.0% | N/A | 0.001% | |
10/14/2025 | Affiance Financial LLC | 24,786 | $1.82M | 0.3% | -1.6% | 0.002% | |
10/14/2025 | Gridiron Partners LLC | 1,687,290 | $123.95M | 9.4% | +8,585.3% | 0.115% | |
10/14/2025 | Matrix Trust Co | 16,179 | $1.19M | 0.2% | -14.9% | 0.001% | |
10/14/2025 | Fiduciary Advisors Inc. | 127,935 | $9.40M | 7.6% | +6.9% | 0.009% | |
10/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 16,105 | $1.18M | 0.0% | +8.4% | 0.001% | |
10/14/2025 | Farther Finance Advisors LLC | 67,422 | $4.95M | 0.1% | +5.5% | 0.005% | |
10/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 296,865 | $21.81M | 4.1% | +4.8% | 0.020% | |
10/14/2025 | Security Financial Services INC. | 4,375 | $321K | 0.1% | +48.4% | 0.000% | |
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10/14/2025 | Berger Financial Group Inc | 12,432 | $913K | 0.1% | -1.5% | 0.001% | |
10/14/2025 | HBK Sorce Advisory LLC | 9,084 | $677K | 0.0% | +150.5% | 0.001% | |
10/14/2025 | West Financial Advisors LLC | 29,101 | $2.14M | 0.4% | +1.7% | 0.002% | |
10/14/2025 | Sloy Dahl & Holst LLC | 6,882 | $506K | 0.1% | +5.7% | 0.000% | |
10/14/2025 | Cohen Investment Advisors LLC | 4,081 | $300K | 0.1% | +14.2% | 0.000% | |
10/14/2025 | Cherrydale Wealth Management LLC | 236,112 | $17.35M | 5.4% | +4.0% | 0.016% | |
10/14/2025 | Brighton Jones LLC | 120,231 | $8.83M | 0.2% | +4.4% | 0.008% | |
10/14/2025 | Foster Group Inc. | 6,351 | $467K | 0.0% | +31.5% | 0.000% | |
10/14/2025 | Evanson Asset Management LLC | 80,039 | $5.88M | 0.3% | +10.7% | 0.005% | |
10/14/2025 | Capital Insight Partners LLC | 39,920 | $2.93M | 0.5% | -1.8% | 0.003% | |
10/14/2025 | Clarius Group LLC | 19,678 | $1.45M | 0.1% | +0.7% | 0.001% | |
10/14/2025 | TCI Wealth Advisors Inc. | 3,617 | $266K | 0.0% | N/A | 0.000% | |
10/10/2025 | Diversified Enterprises LLC | 2,825 | $208K | 0.0% | N/A | 0.000% | |
10/10/2025 | Fifth Third Securities Inc. | 44,650 | $3.28M | 0.2% | +8.1% | 0.003% | |
10/10/2025 | Spinnaker Investment Group LLC | 3,973 | $292K | 0.1% | N/A | 0.000% | |
10/10/2025 | Sound Income Strategies LLC | 15,186 | $1.12M | 0.1% | +21.5% | 0.001% | |
10/10/2025 | Kathleen S. Wright Associates Inc. | 27,018 | $1.99M | 0.7% | +14.6% | 0.002% | |
10/10/2025 | FC Advisory LLC | 12,477 | $917K | 0.3% | -3.1% | 0.001% | |
10/10/2025 | Selective Wealth Management Inc. | 38,382 | $2.85M | 0.9% | +50.8% | 0.003% | |
10/10/2025 | Falcon Wealth Planning | 10,140 | $745K | 0.1% | +81.6% | 0.001% | |
10/10/2025 | Focus Financial Network Inc. | 455,800 | $33.48M | 1.2% | +1.1% | 0.031% | |
10/10/2025 | Arbor Wealth Advisors LLC | 305,720 | $22.46M | 16.8% | -2.4% | 0.021% | |
10/10/2025 | Gibson Wealth Advisors LLC | 222,210 | $16.37M | 11.6% | +0.5% | 0.015% | |
10/10/2025 | Signal Advisors Wealth LLC | 6,728 | $494K | 0.0% | +67.4% | 0.000% | |
10/10/2025 | Fiduciary Financial Group LLC | 12,701 | $933K | 0.1% | -1.6% | 0.001% | |
10/10/2025 | Sunflower Bank N.A. | 441,246 | $32.41M | 7.9% | +0.5% | 0.030% | |
10/9/2025 | CGN Advisors LLC | 81,298 | $5.97M | 0.5% | +7.8% | 0.006% | |
10/9/2025 | AdvisorNet Financial Inc | 47,425 | $3.48M | 0.2% | +3.6% | 0.003% | |
10/9/2025 | Newman Dignan & Sheerar Inc. | 5,673 | $417K | 0.1% | +11.6% | 0.000% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 6,073 | $446K | 0.0% | -29.5% | 0.000% | |
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10/9/2025 | Bath Savings Trust Co | 44,297 | $3.25M | 0.3% | -1.7% | 0.003% | |
10/9/2025 | Peak Financial Management Inc. | 599,979 | $44.08M | 11.7% | +1.1% | 0.041% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 30,054 | $2.21M | 0.1% | +13.7% | 0.002% | |
10/9/2025 | Fermata Advisors LLC | 8,705 | $639K | 0.2% | +4.5% | 0.001% | |
10/9/2025 | Prosperity Planning Inc. | 7,794 | $573K | 0.2% | -5.1% | 0.001% | |
10/9/2025 | Riversedge Advisors LLC | 9,816 | $721K | 0.1% | N/A | 0.001% | |
10/8/2025 | Genesis Private Wealth LLC | 69,633 | $5.12M | 2.1% | +1.3% | 0.005% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 3,295 | $242K | 0.0% | -76.2% | 0.000% | |
10/8/2025 | Flower City Capital | 15,444 | $1.14M | 0.6% | +73.6% | 0.001% | |
10/8/2025 | Armstrong Advisory Group Inc. | 17,643 | $1.30M | 0.1% | +879.6% | 0.001% | |
10/8/2025 | Pinnacle Wealth Management Group Inc. | 78,263 | $5.75M | 2.9% | +11.9% | 0.005% | |
10/8/2025 | Legacy Private Trust Co. | 299,285 | $21.99M | 1.3% | -20.0% | 0.020% | |
10/8/2025 | Wedmont Private Capital | 101,104 | $7.51M | 0.3% | +24.9% | 0.007% | |
10/8/2025 | Bluestem Financial Advisors LLC | 33,915 | $2.49M | 1.0% | -2.7% | 0.002% | |
10/8/2025 | Chesley Taft & Associates LLC | 9,355 | $687K | 0.0% | +23.8% | 0.001% | |
10/8/2025 | Balefire LLC | 3,277 | $241K | 0.0% | -20.3% | 0.000% | |
10/8/2025 | Country Club Bank | 1,111,887 | $81.32M | 4.8% | +1.0% | 0.076% | |
10/8/2025 | Trinity Wealth Management LLC | 24,383 | $1.79M | 0.7% | +10.3% | 0.002% | |
10/8/2025 | Charis Legacy Partners LLC | 169,708 | $12.47M | 18.6% | +6.3% | 0.012% | |
10/8/2025 | Sendero Wealth Management LLC | 9,913 | $728K | 0.1% | +47.4% | 0.001% | |
10/8/2025 | Cypress Point Wealth Management LLC | 43,844 | $3.22M | 0.7% | +22.2% | 0.003% | |
10/7/2025 | New Covenant Trust Company N.A. | 136,883 | $10.06M | 9.4% | -27.9% | 0.009% | |
10/7/2025 | Lbmc Investment Advisors LLC | 4,307 | $316K | 0.0% | N/A | 0.000% | |
10/7/2025 | Walker Financial Services Inc. | 95,232 | $7.00M | 2.7% | -12.0% | 0.007% | |
10/7/2025 | First Community Trust NA | 8,849 | $650K | 0.5% | +18.4% | 0.001% | |
10/7/2025 | Lynch & Associates IN | 42,528 | $3.12M | 0.6% | +6.9% | 0.003% | |
10/7/2025 | Catalyst Private Wealth LLC | 82,352 | $6.05M | 2.7% | -20.7% | 0.006% | |
10/7/2025 | Sage Capital Advisors llc | 2,787 | $205K | 0.0% | N/A | 0.000% | |
10/7/2025 | Friday Financial | 27,177 | $2.00M | 0.8% | +7.9% | 0.002% | |
10/7/2025 | Sonora Investment Management Group LLC | 3,112 | $229K | 0.0% | N/A | 0.000% | |
10/7/2025 | Hardin Capital Partners LLC | 24,657 | $1.81M | 1.0% | +6.6% | 0.002% | |
10/7/2025 | Thrive Wealth Management LLC | 4,775 | $351K | 0.1% | N/A | 0.000% | |
10/7/2025 | Wiser Wealth Management Inc | 21,616 | $1.59M | 0.4% | -38.5% | 0.001% | |
10/6/2025 | Beacon Financial Strategies CORP | 126,033 | $9.26M | 5.5% | +20.7% | 0.009% | |
10/6/2025 | Steph & Co. | 1,984 | $146K | 0.0% | +52.7% | 0.000% | |
10/6/2025 | Collective Family Office LLC | 31,937 | $2.35M | 0.6% | +7.9% | 0.002% | |
10/6/2025 | HF Advisory Group LLC | 9,364 | $688K | 0.3% | +9.1% | 0.001% | |
10/6/2025 | Heartwood Wealth Advisors LLC | 8,131 | $597K | 0.1% | N/A | 0.001% | |
10/6/2025 | Cambridge Financial Group LLC | 13,509 | $992K | 0.3% | +22.7% | 0.001% | |
10/3/2025 | KFA Private Wealth Group LLC | 27,133 | $1.99M | 0.6% | -4.1% | 0.002% | |
10/3/2025 | First Citizens Financial Corp | 7,642 | $561K | 0.3% | -2.1% | 0.001% | |
10/3/2025 | Breakwater Investment Management | 238,393 | $17.51M | 6.5% | -0.3% | 0.017% | |
10/2/2025 | Central Pacific Bank Trust Division | 82,323 | $6.05M | 0.7% | +2.4% | 0.006% | |
10/2/2025 | Bank of New Hampshire | 817 | $60K | 0.0% | -41.2% | 0.000% | |
10/2/2025 | Capital Asset Advisory Services LLC | 5,231 | $384K | 0.0% | N/A | 0.000% | |
10/2/2025 | McAlister Sweet & Associates Inc. | 73,027 | $5.37M | 4.0% | N/A | 0.005% | |
9/26/2025 | Corient Private Wealth LLC | 12,318,931 | $851.11M | 1.2% | +372.2% | 0.886% | |
9/25/2025 | Beacon Financial Strategies CORP | 104,409 | $7.21M | 4.5% | +1.4% | 0.008% | |
9/25/2025 | National Wealth Management Group LLC | 3,410 | $236K | 0.1% | N/A | 0.000% | |
9/24/2025 | Burrus Financial Services Inc. | 502,916 | $34.74M | 16.6% | +2.1% | 0.036% | |
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9/22/2025 | Caldwell Trust Co | 416 | $29K | 0.0% | N/A | 0.000% | |
9/12/2025 | Valeo Financial Advisors LLC | 61,746 | $4.27M | 0.1% | +11.2% | 0.004% | |
9/9/2025 | NWF Advisory Services Inc. | 6,599 | $456K | 0.1% | N/A | 0.000% | |
9/5/2025 | Prospera Capital Management LLC | 350,558 | $24.22M | 7.8% | +2.7% | 0.025% | |
9/4/2025 | Osaic Holdings Inc. | 1,749,681 | $120.90M | 0.2% | +6.9% | 0.126% | |
8/28/2025 | Prospera Capital Management LLC | 358,340 | $24.76M | 6.0% | +4.8% | 0.026% | |
8/28/2025 | Tolleson Wealth Management Inc. | 15,771 | $1.09M | 0.2% | -6.2% | 0.001% | |
8/27/2025 | Cypress Capital Advisors LLC | 116,824 | $8.07M | 5.0% | +43.9% | 0.008% | |
8/27/2025 | Tribridge Partners Financial LLC | 143,497 | $9.91M | 5.8% | N/A | 0.010% | |
8/27/2025 | Orion Porfolio Solutions LLC | 17,960 | $1.24M | 0.0% | +10.1% | 0.001% | |