7/18/2025 | Vicus Capital | 685,273 | $31.35M | 2.6% | +2.6% | 0.161% | |
7/18/2025 | Dogwood Wealth Management LLC | 301,732 | $13.70M | 6.7% | +5.7% | 0.071% | |
7/18/2025 | PFG Investments LLC | 10,041 | $459K | 0.0% | +9.4% | 0.002% | |
7/18/2025 | Consolidated Portfolio Review Corp | 17,183 | $786K | 0.1% | +5.6% | 0.004% | |
7/18/2025 | Cooper Financial Group | 193,277 | $8.84M | 1.0% | -6.0% | 0.045% | |
7/18/2025 | Truist Financial Corp | 201,581 | $9.11M | 0.0% | -2.4% | 0.047% | |
7/18/2025 | First United Bank & Trust | 104,394 | $4.78M | 1.7% | +2.0% | 0.024% | |
7/17/2025 | Mainsail Financial Group LLC | 71,396 | $3.23M | 1.5% | N/A | 0.017% | |
7/17/2025 | Legacy Wealth Management Inc | 3,097,702 | $141.72M | 8.8% | +0.0% | 0.729% | |
7/17/2025 | Summit Financial Strategies Inc. | 1,948,185 | $89.13M | 8.2% | +3.0% | 0.458% | |
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7/17/2025 | Janney Montgomery Scott LLC | 56,129 | $2.57M | 0.0% | -48.1% | 0.013% | |
7/17/2025 | Cyr Financial Inc. | 190,626 | $8.72M | 6.7% | +11.2% | 0.045% | |
7/17/2025 | Baron Silver Stevens Financial Advisors LLC | 18,240 | $834K | 0.1% | +243.8% | 0.004% | |
7/17/2025 | Fifth Third Securities Inc. | 36,264 | $1.66M | 0.1% | +171.9% | 0.009% | |
7/17/2025 | Norris Perne & French LLP MI | 51,995 | $2.38M | 0.2% | +8.4% | 0.012% | |
7/17/2025 | Genesis Private Wealth LLC | 278,128 | $12.72M | 6.0% | +1.3% | 0.065% | |
7/17/2025 | Lazari Capital Management Inc. | 13,174 | $603K | 0.2% | -9.7% | 0.003% | |
7/17/2025 | Beacon Capital Management LLC | 4,549 | $208K | 0.0% | +84.6% | 0.001% | |
7/17/2025 | Tritonpoint Wealth LLC | 56,926 | $2.61M | 0.2% | +2.2% | 0.013% | |
7/17/2025 | Barry Investment Advisors LLC | 76,150 | $3.50M | 0.9% | +24.3% | 0.018% | |
7/17/2025 | KG&L Capital Management LLC | 19,017 | $870K | 0.3% | N/A | 0.004% | |
7/17/2025 | Crane Advisory LLC | 520,833 | $23.66M | 3.9% | -3.2% | 0.123% | |
7/16/2025 | John W. Brooker & Co. CPAs | 42,304 | $1.93M | 4.5% | -89.3% | 0.010% | |
7/16/2025 | Brown Lisle Cummings Inc. | 834 | $38K | 0.0% | N/A | 0.000% | |
7/16/2025 | ORG Partners LLC | 31,434 | $1.44M | 0.3% | +92.5% | 0.007% | |
7/16/2025 | BOS Asset Management LLC | 130,578 | $5.97M | 1.9% | +0.4% | 0.031% | |
7/16/2025 | New Insight Wealth Advisors | 339,668 | $15.54M | 6.4% | +6.2% | 0.080% | |
7/16/2025 | Falcon Wealth Planning | 1,191,508 | $54.51M | 5.5% | +4.4% | 0.280% | |
7/16/2025 | Novem Group | 6,597 | $302K | 0.0% | -6.2% | 0.002% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 1,317 | $60K | 0.0% | -34.6% | 0.000% | |
7/16/2025 | EdgeRock Capital LLC | 385,144 | $17.63M | 5.6% | N/A | 0.091% | |
7/16/2025 | Bright Financial Advisors Inc. | 30,338 | $1.39M | 0.8% | +15.3% | 0.007% | |
7/16/2025 | Register Financial Advisors LLC | 22,735 | $1.04M | 0.5% | +5.9% | 0.005% | |
7/16/2025 | Steph & Co. | 234,892 | $10.75M | 3.5% | +18.0% | 0.055% | |
7/16/2025 | Essex Financial Services Inc. | 102,234 | $4.68M | 0.3% | -5.4% | 0.024% | |
7/16/2025 | Perigon Wealth Management LLC | 444,661 | $20.34M | 0.5% | +5.6% | 0.105% | |
7/16/2025 | Octavia Wealth Advisors LLC | 1,460,941 | $67.09M | 7.6% | -0.9% | 0.344% | |
7/15/2025 | Centerline Wealth Advisors LLC | 430,988 | $19.72M | 9.7% | +22.1% | 0.101% | |
7/15/2025 | McAdam LLC | 40,036 | $1.83M | 0.1% | +77.1% | 0.009% | |
7/15/2025 | Regatta Capital Group LLC | 12,241 | $560K | 0.1% | -7.5% | 0.003% | |
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7/15/2025 | Legacy Solutions LLC | 49,122 | $2.25M | 2.2% | +0.8% | 0.012% | |
7/15/2025 | Mather Group LLC. | 3,839,198 | $175.64M | 1.9% | -0.4% | 0.903% | |
7/15/2025 | Hartmann Taylor Wealth Management LLC | 36,273 | $1.66M | 1.4% | -13.1% | 0.009% | |
7/15/2025 | EWG Elevate Inc. | 28,533 | $1.31M | 0.4% | -44.9% | 0.007% | |
7/15/2025 | Buttonwood Financial Advisors Inc. | 270,616 | $12.38M | 5.0% | -0.8% | 0.064% | |
7/15/2025 | James J. Burns & Company LLC | 5,154 | $236K | 0.0% | N/A | 0.001% | |
7/15/2025 | tru Independence LLC | 317,663 | $14.54M | 4.2% | +4.4% | 0.075% | |
7/15/2025 | Axis Wealth Partners LLC | 121,820 | $5.57M | 3.7% | +6.1% | 0.029% | |
7/15/2025 | Fifth Third Bancorp | 600 | $27K | 0.0% | N/A | 0.000% | |
7/15/2025 | Bay Capital Advisors LLC | 19,533 | $894K | 0.7% | -43.7% | 0.005% | |
7/15/2025 | Bfsg LLC | 2,958 | $135K | 0.0% | N/A | 0.001% | |
7/14/2025 | Occidental Asset Management LLC | 366,077 | $16.75M | 2.3% | +1.2% | 0.086% | |
7/14/2025 | Opal Wealth Advisors LLC | 91,472 | $4.19M | 1.2% | +3.6% | 0.022% | |
7/14/2025 | Golden State Equity Partners | 85,292 | $3.90M | 0.7% | -8.0% | 0.020% | |
7/14/2025 | CRA Financial Services LLC | 106,350 | $4.87M | 0.7% | +7.2% | 0.025% | |
7/14/2025 | Chris Bulman Inc | 23,539 | $1.08M | 0.6% | -3.5% | 0.006% | |
7/14/2025 | Capital CS Group LLC | 5,938 | $272K | 0.4% | -9.6% | 0.001% | |
7/14/2025 | Sentinel Pension Advisors LLC | 306,425 | $14.02M | 2.4% | +5.3% | 0.072% | |
7/14/2025 | KFG Wealth Management LLC | 607,904 | $27.81M | 4.5% | +2.1% | 0.143% | |
7/14/2025 | McGlone Suttner Wealth Management Inc. | 964,941 | $44.15M | 6.7% | +3.6% | 0.227% | |
7/14/2025 | S.A. Mason LLC | 1,689 | $77K | 0.0% | -43.9% | 0.000% | |
7/14/2025 | ABLE Financial Group LLC | 540,632 | $24.73M | 6.0% | +7.0% | 0.127% | |
7/14/2025 | Masso Torrence Wealth Management Inc. | 137,220 | $6.28M | 2.9% | +7.2% | 0.032% | |
7/14/2025 | Rooted Wealth Advisors Inc. | 212,800 | $9.67M | 3.3% | +8.2% | 0.050% | |
7/14/2025 | Harbor Group Inc. | 968,869 | $44.33M | 7.9% | +2.9% | 0.228% | |
7/14/2025 | Park Avenue Securities LLC | 19,034 | $871K | 0.0% | -15.6% | 0.004% | |
7/14/2025 | Sowell Financial Services LLC | 94,542 | $4.33M | 0.2% | +2.0% | 0.022% | |
7/14/2025 | Physician Wealth Advisors Inc. | 282,967 | $12.95M | 2.0% | +15.7% | 0.067% | |
7/11/2025 | Quad Cities Investment Group LLC | 104,052 | $4.76M | 2.2% | +8.3% | 0.024% | |
7/11/2025 | Bond & Devick Financial Network Inc. | 29,933 | $1.37M | 0.5% | +9.0% | 0.007% | |
7/11/2025 | Scott Capital Advisors LLC | 39,527 | $1.80M | 0.5% | +334.7% | 0.009% | |
7/11/2025 | Compass Ion Advisors LLC | 654,193 | $29.93M | 3.2% | +6.7% | 0.154% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 345,192 | $15.79M | 9.9% | -0.7% | 0.081% | |
7/11/2025 | Farther Finance Advisors LLC | 221,840 | $10.15M | 0.2% | +8.2% | 0.052% | |
7/11/2025 | Silver Oak Securities Incorporated | 558,510 | $25.55M | 2.1% | +71.7% | 0.131% | |
7/11/2025 | Weatherly Asset Management L. P. | 773,483 | $35.51M | 3.0% | +5.4% | 0.182% | |
7/11/2025 | Walker Financial Services Inc. | 431,992 | $19.76M | 9.0% | +7.4% | 0.102% | |
7/11/2025 | CMH Wealth Management LLC | 146,774 | $6.74M | 1.6% | +4.6% | 0.035% | |
7/11/2025 | LongView Wealth Management | 182,666 | $8.36M | 2.5% | +11.1% | 0.043% | |
7/11/2025 | Diversified Trust Co | 9,343 | $427K | 0.0% | N/A | 0.002% | |
7/11/2025 | International Private Wealth Advisors LLC | 18,250 | $835K | 0.7% | -1.9% | 0.004% | |
7/11/2025 | Sherrill & Hutchins Financial Advisory Inc | 862,695 | $39.47M | 30.7% | +1.0% | 0.205% | |
7/10/2025 | Triangle Securities Wealth Management | 90,041 | $4.12M | 1.0% | +46.5% | 0.021% | |
7/10/2025 | Exchange Traded Concepts LLC | 190,539 | $8.72M | 0.1% | N/A | 0.045% | |
7/10/2025 | Marshall Financial Group LLC | 15,565 | $707K | 0.1% | -11.4% | 0.004% | |
7/10/2025 | Andrew Hill Investment Advisors Inc. | 110,380 | $5.05M | 4.1% | -9.0% | 0.026% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 150,385 | $6.86M | 0.0% | +1.8% | 0.036% | |
7/10/2025 | KMG Fiduciary Partners LLC | 326,253 | $14.93M | 1.1% | +11.8% | 0.077% | |
7/10/2025 | Professional Financial Advisors LLC | 58,287 | $2.67M | 0.6% | +11.4% | 0.014% | |
7/10/2025 | Financial Management Network Inc. | 93,122 | $4.25M | 0.8% | +17.8% | 0.022% | |
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7/9/2025 | Intelligence Driven Advisers LLC | 4,487 | $205K | 0.0% | -9.4% | 0.001% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 946,139 | $43.29M | 1.3% | -7.5% | 0.224% | |
7/9/2025 | Capital Wealth Management LLC | 404,147 | $18.49M | 6.9% | +14.9% | 0.096% | |
7/9/2025 | Lincoln Capital Corp | 81,947 | $3.75M | 1.4% | +2.6% | 0.019% | |
7/9/2025 | OLIO Financial Planning | 884,042 | $40.45M | 12.7% | +3.5% | 0.210% | |
7/9/2025 | Lineweaver Wealth Advisors LLC | 658,428 | $30.12M | 4.8% | +9.7% | 0.156% | |
7/9/2025 | Defined Wealth Management LLC | 24,639 | $1.13M | 0.7% | -11.6% | 0.006% | |
7/9/2025 | Kearns & Associates LLC | 15,515 | $710K | 0.4% | N/A | 0.004% | |
7/9/2025 | Chesley Taft & Associates LLC | 89,400 | $4.09M | 0.2% | +6.0% | 0.021% | |
7/9/2025 | Pallas Capital Advisors LLC | 781,056 | $35.73M | 1.4% | -8.2% | 0.185% | |