7/31/2025 | Curio Wealth LLC | 51,647 | $4.10M | 1.8% | +19,918.2% | 0.039% | |
7/31/2025 | Opus Capital Group LLC | 340,110 | $26.96M | 3.2% | -1.8% | 0.255% | |
7/30/2025 | Strategic Blueprint LLC | 153,583 | $12.18M | 0.6% | +0.5% | 0.115% | |
7/29/2025 | Financial Symmetry Inc | 3,720 | $295K | 0.2% | -12.3% | 0.003% | |
7/25/2025 | Community Bank N.A. | 83,363 | $6.61M | 0.9% | +0.2% | 0.064% | |
7/25/2025 | Gibson Capital LLC | 22,584 | $1.79M | 0.4% | -12.6% | 0.017% | |
7/24/2025 | Morton Brown Family Wealth LLC | 237,808 | $18.85M | 5.7% | +10.0% | 0.182% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 292,219 | $23.17M | 0.3% | -4.4% | 0.225% | |
7/17/2025 | Fifth Third Securities Inc. | 13,866 | $1.10M | 0.1% | +1.2% | 0.011% | |
7/16/2025 | Gradient Capital Advisors LLC | 23,080 | $1.83M | 0.5% | -4.0% | 0.019% | |
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7/15/2025 | RVW Wealth LLC | 2,815 | $223K | 0.0% | -7.4% | 0.002% | |
7/15/2025 | Fortitude Family Office LLC | 55,362 | $4.39M | 1.4% | -34.5% | 0.045% | |
7/11/2025 | Farther Finance Advisors LLC | 39,613 | $3.14M | 0.1% | +116.8% | 0.032% | |
7/11/2025 | Pinnacle Bancorp Inc. | 380 | $30K | 0.0% | +117.1% | 0.000% | |
7/10/2025 | Klaas Financial Asset Advisors LLC | 83,405 | $6.61M | 1.0% | +1.9% | 0.068% | |
7/9/2025 | Bank of New Hampshire | 1,578 | $125K | 0.0% | N/A | 0.001% | |
7/9/2025 | Emprise Bank | 245,701 | $19.48M | 9.3% | +9.5% | 0.201% | |
7/8/2025 | Parallel Advisors LLC | 3,974 | $315K | 0.0% | +112.1% | 0.003% | |
7/7/2025 | Versant Capital Management Inc | 51,523 | $4.09M | 0.6% | -2.4% | 0.042% | |
7/3/2025 | Lam Group Inc. | 10,255 | $813K | 0.5% | +14.8% | 0.009% | |
7/1/2025 | First National Bank Sioux Falls | 69,302 | $5.49M | 2.0% | +4.5% | 0.061% | |
5/15/2025 | OLD Mission Capital LLC | 13,593 | $948K | 0.0% | N/A | 0.012% | |
5/13/2025 | EverSource Wealth Advisors LLC | 46,001 | $3.21M | 0.2% | +3.6% | 0.041% | |
5/8/2025 | RVW Wealth LLC | 3,039 | $212K | 0.0% | -67.8% | 0.003% | |
5/8/2025 | Natixis Advisors LLC | 31,546 | $2.20M | 0.0% | +14.4% | 0.028% | |
5/7/2025 | Frontier Asset Management LLC | 596,072 | $41.57M | 12.1% | +1,045.7% | 0.533% | |
5/7/2025 | Nemes Rush Group LLC | 3,003 | $209K | 0.0% | +32.2% | 0.003% | |
5/5/2025 | Gradient Capital Advisors LLC | 24,032 | $1.68M | 0.5% | +7.8% | 0.021% | |
5/5/2025 | Hollencrest Capital Management | 1,610 | $112K | 0.0% | +22.8% | 0.001% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 623 | $43K | 0.0% | +379.2% | 0.001% | |
5/1/2025 | LRI Investments LLC | 19,331 | $1.35M | 0.1% | +1,071.6% | 0.017% | |
5/1/2025 | Fidelity D & D Bancorp Inc. | 40,231 | $2.81M | 1.8% | +5.2% | 0.036% | |
5/1/2025 | Fifth Third Securities Inc. | 13,699 | $955K | 0.1% | +39.4% | 0.012% | |
4/30/2025 | Cornerstone Planning Group LLC | 967 | $68K | 0.0% | N/A | 0.001% | |
4/30/2025 | Financial Symmetry Inc | 4,243 | $296K | 0.2% | +10.2% | 0.004% | |
4/30/2025 | Opus Capital Group LLC | 346,515 | $24.17M | 3.1% | -1.8% | 0.310% | |
4/29/2025 | Cloud Capital Management LLC | 15,176 | $1.06M | 0.8% | N/A | 0.014% | |
4/29/2025 | CoreFirst Bank & Trust | 115,118 | $8.03M | 5.2% | +25.1% | 0.103% | |
4/29/2025 | Strategic Blueprint LLC | 152,806 | $10.66M | 0.6% | +32.6% | 0.137% | |
4/28/2025 | Salomon & Ludwin LLC | 1,085 | $76K | 0.0% | N/A | 0.001% | |
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4/25/2025 | Morton Brown Family Wealth LLC | 216,244 | $15.08M | 5.1% | +7.3% | 0.193% | |
4/24/2025 | Klaas Financial Asset Advisors LLC | 81,863 | $5.71M | 1.0% | +1.3% | 0.073% | |
4/21/2025 | Community Bank N.A. | 83,196 | $5.80M | 0.8% | +360.0% | 0.076% | |
4/16/2025 | Lam Group Inc. | 8,930 | $623K | 0.5% | +2.9% | 0.008% | |
4/16/2025 | Fortitude Family Office LLC | 84,469 | $5.89M | 2.1% | +30.5% | 0.077% | |
4/15/2025 | Exchange Bank | 8,629 | $602K | 0.5% | N/A | 0.008% | |
4/15/2025 | Gibson Capital LLC | 25,847 | $1.80M | 0.4% | +8.1% | 0.024% | |
4/15/2025 | First National Bank Sioux Falls | 66,291 | $4.62M | 1.9% | +7.5% | 0.060% | |
4/14/2025 | Farther Finance Advisors LLC | 18,270 | $1.27M | 0.0% | +3.7% | 0.017% | |
4/8/2025 | Parallel Advisors LLC | 1,874 | $131K | 0.0% | N/A | 0.002% | |
4/1/2025 | Emprise Bank | 224,402 | $15.65M | 8.4% | +62.9% | 0.207% | |
2/27/2025 | Fidelity D & D Bancorp Inc. | 38,251 | $2.49M | 1.7% | +23.3% | 0.036% | |
2/21/2025 | Fidelity D & D Bancorp Inc. | 38,251 | $2.49M | 1.8% | +23.3% | 0.044% | |
2/18/2025 | JDM Financial Group LLC | 449 | $29K | 0.0% | +274.2% | 0.001% | |
2/18/2025 | Continuum Advisory LLC | 41,651 | $2.71M | 0.3% | +1.6% | 0.048% | |
2/17/2025 | Ameriprise Financial Inc. | 3,564 | $232K | 0.0% | +25.8% | 0.004% | |
2/13/2025 | Operose Advisors LLC | 657 | $43K | 0.0% | N/A | 0.001% | |
2/13/2025 | Bessemer Group Inc. | 719 | $47K | 0.0% | -89.9% | 0.001% | |
2/13/2025 | Shakespeare Wealth Management LLC | 4,207 | $274K | 0.1% | N/A | 0.005% | |
2/12/2025 | Nemes Rush Group LLC | 2,272 | $148K | 0.0% | +257.8% | 0.003% | |
2/12/2025 | JPMorgan Chase & Co. | 6,353 | $413K | 0.0% | -94.1% | 0.007% | |
2/11/2025 | CoreFirst Bank & Trust | 91,990 | $5.99M | 3.6% | N/A | 0.105% | |
2/11/2025 | Community Bank N.A. | 18,086 | $1.18M | 0.2% | +50.0% | 0.021% | |
2/10/2025 | Curio Wealth LLC | 38,684 | $2.52M | 1.4% | N/A | 0.044% | |
2/10/2025 | Natixis Advisors LLC | 27,582 | $1.80M | 0.0% | +63.3% | 0.032% | |
2/10/2025 | Farther Finance Advisors LLC | 17,623 | $1.15M | 0.0% | -37.8% | 0.020% | |
2/10/2025 | EverSource Wealth Advisors LLC | 44,408 | $2.89M | 0.2% | +6.1% | 0.051% | |
2/7/2025 | Frontier Asset Management LLC | 52,027 | $3.39M | 1.1% | -42.3% | 0.060% | |
2/5/2025 | WR Wealth Planners LLC | 5,423 | $353K | 0.1% | -9.8% | 0.006% | |
2/5/2025 | Bull Oak Capital LLC | 62,973 | $4.10M | 2.3% | +6.8% | 0.072% | |
2/4/2025 | Financial Symmetry Inc | 3,852 | $251K | 0.2% | N/A | 0.004% | |
1/31/2025 | Morton Brown Family Wealth LLC | 201,498 | $13.11M | 4.6% | +18.7% | 0.231% | |
1/31/2025 | Opus Capital Group LLC | 353,030 | $22.98M | 2.9% | +2.7% | 0.404% | |
1/29/2025 | Gradient Capital Advisors LLC | 22,293 | $1.45M | 0.5% | +7.4% | 0.026% | |
1/23/2025 | Fifth Third Securities Inc. | 9,824 | $639K | 0.1% | N/A | 0.011% | |
1/23/2025 | RVW Wealth LLC | 9,438 | $614K | 0.1% | N/A | 0.011% | |
1/23/2025 | Strategic Blueprint LLC | 115,243 | $7.50M | 0.4% | +3.4% | 0.132% | |
1/22/2025 | Klaas Financial Asset Advisors LLC | 80,817 | $5.26M | 0.9% | +2.1% | 0.093% | |
1/16/2025 | Lam Group Inc. | 8,680 | $565K | 0.4% | -44.3% | 0.010% | |
1/13/2025 | First National Bank Sioux Falls | 61,638 | $4.01M | 1.7% | +12.1% | 0.071% | |
1/13/2025 | Emprise Bank | 137,766 | $8.97M | 5.1% | +27.8% | 0.158% | |
1/10/2025 | Fortitude Family Office LLC | 64,744 | $4.21M | 1.5% | +23.5% | 0.074% | |
1/3/2025 | Versant Capital Management Inc | 52,782 | $3.44M | 0.7% | +0.6% | 0.060% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 31,013 | $2.19M | 1.5% | +9.0% | 0.036% | |
11/15/2024 | Continuum Advisory LLC | 40,981 | $2.70M | 0.3% | +5.0% | 0.047% | |
11/15/2024 | Community Bank N.A. | 12,061 | $852K | 0.1% | N/A | 0.014% | |
11/14/2024 | Captrust Financial Advisors | 12,522 | $885K | 0.0% | +2.2% | 0.014% | |
11/8/2024 | EverSource Wealth Advisors LLC | 41,870 | $2.96M | 0.2% | -2.9% | 0.048% | |
11/5/2024 | Haverford Trust Co | 1,647,368 | $116.42M | 1.1% | +1.0% | 1.886% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 296,017 | $20.92M | 0.3% | +4.0% | 0.339% | |
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11/1/2024 | Able Wealth Management LLC | 4,647 | $328K | 0.2% | -18.3% | 0.005% | |
11/1/2024 | Hollencrest Capital Management | 1,311 | $93K | 0.0% | -48.2% | 0.002% | |
10/29/2024 | First National Bank Sioux Falls | 54,988 | $3.89M | 1.8% | +13.0% | 0.063% | |
10/29/2024 | Farther Finance Advisors LLC | 28,345 | $2.00M | 0.1% | +22.3% | 0.032% | |
10/25/2024 | Strategic Blueprint LLC | 111,406 | $7.87M | 0.5% | +1.0% | 0.128% | |
10/25/2024 | Fortitude Family Office LLC | 52,432 | $3.71M | 1.5% | +3.8% | 0.060% | |
10/24/2024 | Morton Brown Family Wealth LLC | 169,806 | $12M | 4.3% | +171.8% | 0.194% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 79,192 | $5.60M | 1.0% | +2.3% | 0.091% | |
10/18/2024 | Lam Group Inc. | 15,575 | $1.10M | 0.8% | +61.9% | 0.018% | |
10/10/2024 | Gibson Capital LLC | 23,913 | $1.69M | 0.3% | +13.6% | 0.027% | |