10/6/2025 | Destiny Wealth Partners LLC | 4,657 | $1.66M | 0.2% | +21.5% | 0.001% | |
10/6/2025 | ARS Wealth Advisors Group LLC | 60,101 | $21.36M | 2.1% | -2.1% | 0.017% | |
10/6/2025 | Exeter Financial LLC | 2,082 | $740K | 0.3% | -2.5% | 0.001% | |
10/6/2025 | Orgel Wealth Management LLC | 3,341 | $1.19M | 0.0% | +2.4% | 0.001% | |
10/6/2025 | Old Port Advisors | 2,969 | $1.06M | 0.3% | -5.4% | 0.001% | |
10/6/2025 | PMV Capital Advisers LLC | 6,181 | $2.20M | 4.3% | -1.2% | 0.002% | |
10/6/2025 | ACT Wealth Management LLC | 78,871 | $28.04M | 9.8% | +6.2% | 0.022% | |
10/6/2025 | SMI Advisory Services LLC | 127,316 | $45.53M | 8.6% | -5.3% | 0.036% | |
10/6/2025 | Gradient Investments LLC | 1,142 | $406K | 0.0% | -29.6% | 0.000% | |
10/6/2025 | Wisconsin Wealth Advisors LLC | 12,272 | $4.36M | 4.2% | +1.8% | 0.003% | |
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10/6/2025 | City Center Advisors LLC | 1,321 | $470K | 0.5% | +31.3% | 0.000% | |
10/6/2025 | Inspirion Wealth Advisors LLC | 6,180 | $2.20M | 0.3% | -28.4% | 0.002% | |
10/6/2025 | Grove Bank & Trust | 23,854 | $8.48M | 1.0% | +5.4% | 0.007% | |
10/6/2025 | Baring Financial LLC | 754 | $268K | 0.2% | +10.4% | 0.000% | |
10/6/2025 | Clarus Wealth Advisors | 5,767 | $2.06M | 0.9% | -1.7% | 0.002% | |
10/6/2025 | Nilsine Partners LLC | 4,426 | $1.57M | 0.1% | +21.0% | 0.001% | |
10/6/2025 | Cambridge Financial Group LLC | 3,179 | $1.13M | 0.4% | +170.8% | 0.001% | |
10/3/2025 | KFA Private Wealth Group LLC | 3,544 | $1.26M | 0.4% | -7.8% | 0.001% | |
10/3/2025 | HCR Wealth Advisors | 18,276 | $6.48M | 0.7% | +0.3% | 0.005% | |
10/3/2025 | Jackson Wealth Management LLC | 696 | $247K | 0.0% | -15.0% | 0.000% | |
10/3/2025 | Summit Financial Wealth Advisors LLC | 4,956 | $1.76M | 0.3% | +0.8% | 0.001% | |
10/3/2025 | West Oak Capital LLC | 380 | $135K | 0.1% | -20.8% | 0.000% | |
10/3/2025 | Shorepoint Capital Partners LLC | 3,516 | $1.25M | 0.2% | N/A | 0.001% | |
10/3/2025 | Breakwater Investment Management | 2,953 | $1.05M | 0.4% | +5.8% | 0.001% | |
10/2/2025 | Bank of New Hampshire | 48,629 | $17.29M | 4.0% | +0.7% | 0.015% | |
10/2/2025 | Helen Stephens Group LLC | 1,721 | $612K | 0.1% | +2.0% | 0.001% | |
10/2/2025 | Capital Asset Advisory Services LLC | 1,433 | $509K | 0.0% | -3.0% | 0.000% | |
10/2/2025 | Hiley Hunt Wealth Management | 645 | $229K | 0.1% | N/A | 0.000% | |
10/1/2025 | Park National Corp OH | 2,760 | $981K | 0.0% | +3.7% | 0.001% | |
10/1/2025 | Vigilare Wealth Management | 79,584 | $28.29M | 9.8% | +17.9% | 0.024% | |
10/1/2025 | Hobart Private Capital LLC | 632 | $225K | 0.0% | N/A | 0.000% | |
9/30/2025 | Pureheart Capital Pte Ltd. | 1,005,000 | $306.35M | 50.6% | -18.0% | 0.301% | |
9/29/2025 | Summit Financial Wealth Advisors LLC | 4,919 | $1.50M | 0.3% | +15.4% | 0.001% | |
9/26/2025 | Corient Private Wealth LLC | 533,382 | $162.18M | 0.2% | +3.0% | 0.160% | |
9/25/2025 | National Wealth Management Group LLC | 7,071 | $2.16M | 1.2% | +1.5% | 0.002% | |
9/23/2025 | RS Crum Inc. | 55,050 | $16.78M | 4.0% | -5.0% | 0.017% | |
9/22/2025 | Caldwell Trust Co | 2,013 | $614K | 0.1% | N/A | 0.001% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 803 | $270K | 0.0% | N/A | 0.000% | |
9/19/2025 | Canal Capital Management LLC | 5,105 | $1.56M | 0.2% | +74.0% | 0.002% | |
9/12/2025 | Valeo Financial Advisors LLC | 12,640 | $3.85M | 0.1% | +23.3% | 0.004% | |
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9/11/2025 | Milestones Private Investment Advisors LLC | 4,318 | $1.32M | 1.0% | N/A | 0.001% | |
9/11/2025 | Silicon Valley Capital Partners | 275 | $84K | 0.0% | +18.5% | 0.000% | |
9/10/2025 | WT Wealth Management | 2,758 | $841K | 0.2% | +5.4% | 0.001% | |
9/9/2025 | NWF Advisory Services Inc. | 13,784 | $4.20M | 0.5% | -15.2% | 0.004% | |
9/8/2025 | Alternative Investment Advisors LLC. | 3,014 | $919K | 0.5% | +17.1% | 0.001% | |
9/4/2025 | Reynders McVeigh Capital Management LLC | 3,418 | $1.04M | 0.1% | -2.6% | 0.001% | |
9/4/2025 | SevenBridge Financial Group LLC | 5,413 | $1.67M | 0.3% | -7.4% | 0.002% | |
9/4/2025 | ZynergyRetirementPlanningLLC | 992 | $302K | 0.2% | -42.7% | 0.000% | |
9/4/2025 | V. M. Manning & CO. Inc. | 2,269 | $720K | 0.8% | N/A | 0.001% | |
9/3/2025 | Q3 Asset Management | 2,012 | $613K | 0.2% | -31.3% | 0.001% | |
9/3/2025 | American Trust | 4,147 | $1.26M | 0.1% | +445.7% | 0.001% | |
8/29/2025 | Evolution Wealth Management Inc. | 971 | $296K | 0.4% | N/A | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 638 | $194K | 0.0% | -45.9% | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 38,267 | $11.67M | 0.7% | -35.6% | 0.011% | |
8/28/2025 | China Universal Asset Management Co. Ltd. | 29,130 | $8.88M | 0.8% | +287.4% | 0.009% | |
8/27/2025 | Barnes Wealth Management Group Inc | 2,169 | $661K | 0.4% | -6.9% | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 17,943 | $5.47M | 0.0% | +29.7% | 0.005% | |
8/26/2025 | Zeit Capital LLC | 16,110 | $4.91M | 3.5% | -1.1% | 0.005% | |
8/26/2025 | Thrivent Financial for Lutherans | 88,514 | $26.98M | 0.1% | +103.6% | 0.027% | |
8/25/2025 | Promus Capital LLC | 12,696 | $3.87M | 2.5% | +159.7% | 0.004% | |
8/25/2025 | Silverlake Wealth Management LLC | 6,835 | $2.08M | 0.6% | +11.2% | 0.002% | |
8/21/2025 | Pathway Financial Advisers LLC | 959 | $292K | 0.1% | -12.4% | 0.000% | |
8/20/2025 | Thompson Davis & CO. Inc. | 2,637 | $804K | 0.4% | -5.4% | 0.001% | |
8/20/2025 | Coppell Advisory Solutions LLC | 1,609 | $485K | 0.1% | -12.6% | 0.000% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 1,625 | $495K | 0.1% | +8.9% | 0.000% | |
8/19/2025 | MRP Capital Investments LLC | 12,347 | $3.76M | 2.6% | +16.4% | 0.004% | |
8/19/2025 | Advisory Services Network LLC | 105,196 | $31.87M | 0.5% | +15.5% | 0.032% | |
8/19/2025 | Delos Wealth Advisors LLC | 17,949 | $5.47M | 4.3% | -8.0% | 0.005% | |
8/19/2025 | Hohimer Wealth Management LLC | 2,157 | $658K | 0.1% | +4.9% | 0.001% | |
8/19/2025 | Pitcairn Co. | 24,756 | $7.55M | 0.5% | -25.4% | 0.007% | |
8/18/2025 | Brick & Kyle Associates | 3,245 | $1.05M | 0.5% | -5.3% | 0.001% | |
8/18/2025 | Finward Bancorp | 2,473 | $754K | 0.6% | -8.8% | 0.001% | |
8/18/2025 | Tyler Stone Wealth Management | 15,925 | $4.85M | 0.8% | +1.7% | 0.005% | |
8/18/2025 | Tactive Advisors LLC | 4,486 | $1.37M | 0.4% | N/A | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 30,526 | $9.31M | 0.2% | +101.3% | 0.009% | |
8/18/2025 | Kestra Investment Management LLC | 964 | $294K | 0.0% | +31.2% | 0.000% | |
8/18/2025 | Castleark Management LLC | 8,005 | $2.44M | 0.1% | -88.9% | 0.002% | |
8/18/2025 | Wellington Capital Management Inc. | 2,155 | $657K | 0.9% | N/A | 0.001% | |
8/18/2025 | Pacific Center for Financial Services | 3,356 | $1.02M | 0.3% | +2.3% | 0.001% | |
8/16/2025 | Teachers Insurance & Annuity Association of America | 2,707 | $825K | 1.0% | -1.6% | 0.001% | |
8/16/2025 | Evergreen Capital Management LLC | 12,356 | $3.77M | 0.1% | -23.7% | 0.004% | |
8/15/2025 | Ion Asset Management Ltd. | 6,710 | $2.05M | 0.1% | -2.7% | 0.002% | |
8/15/2025 | Howland Capital Management LLC | 20,863 | $6.36M | 0.3% | +0.7% | 0.006% | |
8/15/2025 | Sugar Maple Asset Management LLC | 35,981 | $10.97M | 8.6% | -12.1% | 0.011% | |
8/15/2025 | Semmax Financial Advisors Inc. | 473 | $148K | 0.0% | -96.7% | 0.000% | |
8/15/2025 | Ramsey Quantitative Systems | 500 | $152K | 0.2% | N/A | 0.000% | |
8/15/2025 | Fairfield Bush & CO. | 3,836 | $1.17M | 0.7% | -9.3% | 0.001% | |
8/15/2025 | Rakuten Securities Inc. | 2,921 | $890K | 0.3% | -83.0% | 0.001% | |
8/15/2025 | Corient Private Wealth LLC | 1,077,230 | $327.50M | 0.4% | +108.1% | 0.323% | |
8/15/2025 | Equitable Holdings Inc. | 155,069 | $47.27M | 0.4% | -0.7% | 0.047% | |
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8/15/2025 | Ewing Morris & Co. Investment Partners Ltd. | 10,991 | $3.35M | 1.5% | +67.9% | 0.003% | |
8/15/2025 | Morse Asset Management Inc | 8,760 | $2.67M | 0.6% | +102.1% | 0.003% | |
8/15/2025 | Florida Financial Advisors LLC | 6,750 | $2.06M | 0.7% | +7.8% | 0.002% | |
8/15/2025 | Northeast Financial Consultants Inc | 6,070 | $1.85M | 0.1% | +45.1% | 0.002% | |
8/15/2025 | Chapman Financial Group LLC | 85 | $26K | 0.0% | N/A | 0.000% | |
8/15/2025 | E Fund Management Co. Ltd. | 77,546 | $23.64M | 1.1% | +488.4% | 0.023% | |
8/15/2025 | Captrust Financial Advisors | 245,266 | $74.76M | 0.2% | -8.6% | 0.074% | |
8/15/2025 | Blue Chip Partners LLC | 843 | $257K | 0.0% | -73.0% | 0.000% | |
8/15/2025 | Keel Point LLC | 84,888 | $25.88M | 1.7% | -9.8% | 0.025% | |
8/15/2025 | Alaethes Wealth LLC | 19,258 | $5.87M | 1.8% | +30.5% | 0.006% | |