7/11/2025 | Prosperity Planning Inc. | 246,722 | $22.05M | 6.4% | +1.3% | 0.034% | |
7/11/2025 | Bond & Devick Financial Network Inc. | 7,374 | $659K | 0.2% | +26.2% | 0.001% | |
7/11/2025 | Ullmann Wealth Partners Group LLC | 8,682 | $776K | 0.1% | -2.8% | 0.001% | |
7/11/2025 | BTC Capital Management Inc. | 493,083 | $44.08M | 3.6% | +1.6% | 0.068% | |
7/11/2025 | Capital Advantage Inc. | 95,056 | $8.50M | 1.3% | +1.5% | 0.013% | |
7/11/2025 | Farther Finance Advisors LLC | 104,120 | $9.31M | 0.2% | +259.6% | 0.014% | |
7/11/2025 | Great Waters Wealth Management | 20,258 | $1.81M | 0.2% | +1.5% | 0.003% | |
7/11/2025 | Silver Oak Securities Incorporated | 3,863 | $345K | 0.0% | N/A | 0.001% | |
7/11/2025 | CX Institutional | 22,982 | $2.05M | 0.1% | +6.0% | 0.003% | |
7/11/2025 | Windsor Capital Management LLC | 19,733 | $1.76M | 0.5% | -10.9% | 0.003% | |
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7/11/2025 | UMB Bank n.a. | 157,049 | $14.04M | 0.2% | -1.3% | 0.022% | |
7/11/2025 | Adirondack Trust Co. | 14,917 | $1.33M | 0.5% | +10.0% | 0.002% | |
7/11/2025 | WealthBridge Investment Counsel Inc. | 129,975 | $11.62M | 3.8% | -0.8% | 0.018% | |
7/11/2025 | Kaydan Wealth Management Inc. | 3,926 | $351K | 0.1% | N/A | 0.001% | |
7/11/2025 | Pinnacle Bancorp Inc. | 59,411 | $5.31M | 1.6% | +0.4% | 0.008% | |
7/11/2025 | Rockwood Wealth Management LLC | 6,100 | $545K | 0.0% | +28.9% | 0.001% | |
7/11/2025 | Financial Advisory Corp | 6,142 | $549K | 0.1% | -5.3% | 0.001% | |
7/11/2025 | Thomasville National Bank | 9,031 | $807K | 0.1% | -14.5% | 0.001% | |
7/11/2025 | SeaCrest Wealth Management LLC | 12,422 | $1.11M | 0.1% | +41.9% | 0.002% | |
7/11/2025 | Diversified Trust Co | 134,760 | $12.05M | 0.3% | +3.0% | 0.019% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 11,490 | $1.03M | 0.1% | -1.2% | 0.002% | |
7/11/2025 | MKD Wealth Coaches LLC | 6,626 | $592K | 0.6% | +1.7% | 0.001% | |
7/11/2025 | Grove Bank & Trust | 93,753 | $8.38M | 1.0% | +8.0% | 0.013% | |
7/11/2025 | Cypress Financial Planning LLC | 9,442 | $844K | 0.3% | -2.6% | 0.001% | |
7/10/2025 | Piscataqua Savings Bank | 4,935 | $441K | 0.4% | +32.1% | 0.001% | |
7/10/2025 | Ryan Investment Management Inc. | 396,459 | $35.44M | 22.6% | N/A | 0.055% | |
7/10/2025 | Oldfather Financial Services LLC | 117,880 | $10.54M | 3.6% | +3.7% | 0.016% | |
7/10/2025 | Trust Point Inc. | 16,980 | $1.52M | 0.1% | -2.7% | 0.002% | |
7/10/2025 | Greenfield FTC Inc. | 411,273 | $36.76M | 7.8% | -4.7% | 0.057% | |
7/10/2025 | YHB Investment Advisors Inc. | 5,726 | $512K | 0.0% | +4.1% | 0.001% | |
7/10/2025 | Rockland Trust Co. | 23,749 | $2.12M | 0.1% | +1.0% | 0.003% | |
7/10/2025 | Peoples Bank KS | 9,101 | $814K | 0.5% | -20.3% | 0.001% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 80,670 | $7.21M | 0.9% | N/A | 0.011% | |
7/10/2025 | Contravisory Investment Management Inc. | 13,521 | $1.21M | 0.2% | +9.8% | 0.002% | |
7/10/2025 | Sterling Investment Advisors LLC ADV | 46,967 | $4.20M | 1.9% | +10.9% | 0.007% | |
7/10/2025 | Affiance Financial LLC | 14,967 | $1.34M | 0.3% | -1.6% | 0.002% | |
7/10/2025 | Fulton Bank N.A. | 103,230 | $9.23M | 0.3% | +0.3% | 0.014% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 4,946 | $443K | 0.0% | -9.0% | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,043,430 | $93.41M | 0.2% | +4.8% | 0.145% | |
7/10/2025 | Atticus Wealth Management LLC | 23,892 | $2.14M | 0.6% | +5.6% | 0.003% | |
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7/10/2025 | Bath Savings Trust Co | 7,159 | $640K | 0.1% | +14.0% | 0.001% | |
7/10/2025 | Aua Capital Management LLC | 112,516 | $10.06M | 6.0% | -0.1% | 0.016% | |
7/10/2025 | Sharkey Howes & Javer | 3,644 | $326K | 0.0% | -90.5% | 0.001% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 4,695 | $420K | 0.2% | +14.7% | 0.001% | |
7/10/2025 | Moller Wealth Partners | 64,663 | $5.78M | 1.3% | +3.3% | 0.009% | |
7/10/2025 | Wedmont Private Capital | 15,485 | $1.39M | 0.1% | -2.4% | 0.002% | |
7/10/2025 | American Financial Advisors LLC | 36,619 | $3.27M | 0.5% | +1.0% | 0.005% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 19,851 | $1.77M | 0.6% | +28.0% | 0.003% | |
7/10/2025 | Signal Advisors Wealth LLC | 3,675 | $329K | 0.0% | N/A | 0.001% | |
7/10/2025 | Focus Financial Network Inc. | 28,127 | $2.51M | 0.1% | -2.9% | 0.004% | |
7/10/2025 | Financial Management Network Inc. | 3,877 | $347K | 0.1% | N/A | 0.001% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 27,848 | $2.49M | 0.1% | +3.9% | 0.004% | |
7/9/2025 | Radnor Capital Management LLC | 12,100 | $1.08M | 0.2% | -2.4% | 0.002% | |
7/9/2025 | PFW Advisors LLC | 41,184 | $3.68M | 1.1% | -14.9% | 0.006% | |
7/9/2025 | Chesley Taft & Associates LLC | 119,766 | $10.71M | 0.5% | -5.2% | 0.017% | |
7/9/2025 | Sunpointe LLC | 8,409 | $752K | 0.3% | N/A | 0.001% | |
7/9/2025 | Towerpoint Wealth LLC | 13,808 | $1.23M | 0.5% | -3.0% | 0.002% | |
7/9/2025 | Procyon Advisors LLC | 12,608 | $1.13M | 0.1% | -1.9% | 0.002% | |
7/9/2025 | Westshore Wealth LLC | 28,987 | $2.59M | 1.0% | +4.2% | 0.004% | |
7/9/2025 | Graves Light Lenhart Wealth Inc. | 35,676 | $3.19M | 0.4% | -1.2% | 0.005% | |
7/9/2025 | Pallas Capital Advisors LLC | 21,320 | $1.91M | 0.1% | -7.2% | 0.003% | |
7/9/2025 | Baron Wealth Management LLC | 11,686 | $1.05M | 0.4% | -4.9% | 0.002% | |
7/9/2025 | David J Yvars Group | 11,729 | $1.05M | 0.6% | N/A | 0.002% | |
7/9/2025 | Lbmc Investment Advisors LLC | 495,928 | $44.33M | 3.2% | -0.9% | 0.069% | |
7/9/2025 | Keystone Wealth Services LLC | 11,959 | $1.07M | 0.3% | +1.2% | 0.002% | |
7/9/2025 | Thrive Wealth Management LLC | 37,564 | $3.36M | 0.5% | +1.7% | 0.005% | |
7/9/2025 | Breakwater Capital Group | 10,924 | $976K | 0.2% | -4.3% | 0.002% | |
7/9/2025 | Balefire LLC | 36,081 | $3.23M | 0.7% | +25.6% | 0.005% | |
7/9/2025 | Wolff Financial Management LLC | 15,971 | $1.43M | 0.4% | +0.8% | 0.002% | |
7/9/2025 | Alesco Advisors LLC | 49,282 | $4.41M | 0.1% | -2.2% | 0.007% | |
7/9/2025 | Harbor Capital Advisors Inc. | 20,900 | $1.87M | 0.1% | -53.1% | 0.003% | |
7/9/2025 | Fragasso Financial Advisors Inc | 48,112 | $4.30M | 0.3% | -4.2% | 0.007% | |
7/9/2025 | Fiduciary Alliance LLC | 13,893 | $1.24M | 0.1% | -18.3% | 0.002% | |
7/9/2025 | Bank of New Hampshire | 23,968 | $2.14M | 0.5% | -2.3% | 0.003% | |
7/9/2025 | Heritage Family Offices LLP | 111,643 | $9.21M | 4.5% | +0.1% | 0.015% | |
7/9/2025 | Exchange Bank | 8,207 | $734K | 0.6% | -8.2% | 0.001% | |
7/9/2025 | Parkside Advisors LLC | 348,561 | $31.16M | 6.8% | -0.7% | 0.048% | |
7/9/2025 | Hiley Hunt Wealth Management | 24,733 | $2.19M | 1.1% | -0.5% | 0.003% | |
7/9/2025 | Pacific Capital Wealth Advisors Inc. | 4,512 | $400K | 0.1% | -12.6% | 0.001% | |
7/9/2025 | Summit Financial Consulting LLC | 25,796 | $2.31M | 2.1% | N/A | 0.004% | |
7/9/2025 | Christopher J. Hasenberg Inc | 8,385 | $750K | 0.3% | -97.3% | 0.001% | |
7/9/2025 | Woodstock Corp | 28,780 | $2.57M | 0.2% | -0.8% | 0.004% | |
7/9/2025 | Baron Financial Group LLC | 75,345 | $6.74M | 4.0% | -1.6% | 0.010% | |
7/9/2025 | Clarus Wealth Advisors | 24,638 | $2.20M | 1.0% | +1.2% | 0.003% | |
7/9/2025 | Lifestyle Asset Management Inc. | 8,906 | $796K | 0.4% | N/A | 0.001% | |
7/9/2025 | Riversedge Advisors LLC | 3,225 | $288K | 0.1% | -5.3% | 0.000% | |
7/9/2025 | Westmount Partners LLC | 25,208 | $2.25M | 0.6% | -1.2% | 0.003% | |
7/9/2025 | Beacon Financial Group | 15,478 | $1.38M | 0.1% | -2.4% | 0.002% | |
7/9/2025 | Sandy Cove Advisors LLC | 12,752 | $1.14M | 0.4% | +1.1% | 0.002% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 593,386 | $53.04M | 1.4% | +7.8% | 0.082% | |
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7/8/2025 | Little House Capital LLC | 98,049 | $8.77M | 2.2% | +2.5% | 0.014% | |
7/8/2025 | Parisi Gray Wealth Management | 63,003 | $5.63M | 1.6% | -0.6% | 0.009% | |
7/8/2025 | Northstar Advisory Group LLC | 5,445 | $487K | 0.2% | +78.5% | 0.001% | |
7/8/2025 | Corepath Wealth Partners LLC | 112,831 | $10.10M | 8.5% | +1.4% | 0.016% | |
7/8/2025 | Avity Investment Management Inc. | 69,591 | $6.22M | 0.5% | +421.9% | 0.010% | |
7/8/2025 | Atlas Brown Inc. | 26,554 | $2.37M | 0.8% | +1.7% | 0.004% | |
7/8/2025 | Prism Advisors Inc. | 99,990 | $8.94M | 2.5% | +56.2% | 0.014% | |
7/8/2025 | Webster Bank N. A. | 60,524 | $5.41M | 0.6% | +0.8% | 0.008% | |
7/8/2025 | Richard P Slaughter Associates Inc | 14,300 | $37K | 0.0% | -7.1% | 0.002% | |
7/8/2025 | Canandaigua National Trust Co of Florida | 32,821 | $2.93M | 2.1% | +14.6% | 0.005% | |