7/11/2025 | Wealth Management Partners LLC | 203,565 | $12.81M | 4.5% | -0.5% | 0.027% | |
7/11/2025 | BTC Capital Management Inc. | 3,900 | $243K | 0.0% | N/A | 0.001% | |
7/11/2025 | First PREMIER Bank | 23,414 | $1.46M | 0.4% | +42.6% | 0.003% | |
7/11/2025 | Deane Retirement Strategies Inc. | 67,180 | $4.19M | 1.9% | -32.6% | 0.009% | |
7/11/2025 | Farther Finance Advisors LLC | 101,487 | $6.33M | 0.1% | -35.1% | 0.013% | |
7/11/2025 | Silver Oak Securities Incorporated | 28,732 | $1.79M | 0.1% | -9.5% | 0.004% | |
7/11/2025 | CX Institutional | 1,714 | $107K | 0.0% | -82.0% | 0.000% | |
7/11/2025 | UMB Bank n.a. | 230,628 | $14.38M | 0.2% | +0.4% | 0.031% | |
7/11/2025 | Myecfo LLC | 25,256 | $1.58M | 0.8% | -1.2% | 0.003% | |
7/11/2025 | Kaydan Wealth Management Inc. | 359,245 | $22.40M | 7.3% | -2.1% | 0.048% | |
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7/11/2025 | Pinnacle Bancorp Inc. | 10,196 | $636K | 0.2% | -1.6% | 0.001% | |
7/11/2025 | My Legacy Advisors LLC | 10,059 | $630K | 0.2% | -24.7% | 0.001% | |
7/11/2025 | Lantz Financial LLC | 13,319 | $831K | 0.2% | -12.3% | 0.002% | |
7/11/2025 | AA Financial Advisors LLC | 13,534 | $844K | 0.2% | -2.5% | 0.002% | |
7/11/2025 | Essex Savings Bank | 9,349 | $583K | 0.1% | -7.1% | 0.001% | |
7/11/2025 | SeaCrest Wealth Management LLC | 9,026 | $563K | 0.1% | +4.5% | 0.001% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 110,950 | $6.92M | 0.0% | N/A | 0.015% | |
7/11/2025 | Grove Bank & Trust | 133,052 | $8.30M | 1.0% | +917.9% | 0.018% | |
7/10/2025 | Anderson Hoagland & Co. | 742,316 | $46.29M | 4.4% | +11.4% | 0.099% | |
7/10/2025 | Perkins Coie Trust Co | 35,110 | $2.19M | 0.4% | -6.0% | 0.005% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 2,677 | $158K | 0.1% | N/A | 0.000% | |
7/10/2025 | IMPACTfolio LLC | 41,334 | $2.58M | 1.2% | -11.9% | 0.005% | |
7/10/2025 | Burns J W & Co. Inc. NY | 30,486 | $1.90M | 0.2% | +29.2% | 0.004% | |
7/10/2025 | Worth Asset Management LLC | 24,302 | $1.52M | 0.7% | -10.1% | 0.003% | |
7/10/2025 | Global Financial Private Client LLC | 11,271 | $703K | 0.3% | -3.4% | 0.001% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 106,380 | $6.63M | 0.8% | +1,068.2% | 0.014% | |
7/10/2025 | Bigelow Investment Advisors LLC | 134,163 | $8.37M | 3.7% | +0.7% | 0.018% | |
7/10/2025 | Fulton Bank N.A. | 5,570 | $347K | 0.0% | +57.9% | 0.001% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 297,890 | $18.73M | 0.5% | -11.4% | 0.040% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 413,772 | $26.01M | 0.0% | +15.8% | 0.055% | |
7/10/2025 | Strathmore Capital Advisors Inc. | 60,536 | $3.79M | 1.7% | N/A | 0.008% | |
7/10/2025 | Sharkey Howes & Javer | 118,490 | $7.39M | 1.0% | -14.4% | 0.016% | |
7/10/2025 | High Net Worth Advisory Group LLC | 3,329 | $208K | 0.1% | N/A | 0.000% | |
7/10/2025 | Wedmont Private Capital | 7,200 | $450K | 0.0% | +104.7% | 0.001% | |
7/10/2025 | Secure Asset Management LLC | 4,985 | $311K | 0.1% | N/A | 0.001% | |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 432,168 | $26.95M | 0.2% | -6.0% | 0.057% | |
7/10/2025 | Signal Advisors Wealth LLC | 29,023 | $1.81M | 0.1% | -12.2% | 0.004% | |
7/10/2025 | Focus Financial Network Inc. | 26,342 | $1.64M | 0.1% | -32.4% | 0.003% | |
7/10/2025 | Sovran Advisors LLC | 47,522 | $2.96M | 0.3% | -8.9% | 0.006% | |
7/10/2025 | Financial Management Network Inc. | 67,945 | $4.27M | 0.8% | -3.0% | 0.009% | |
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7/9/2025 | Lineweaver Wealth Advisors LLC | 92,692 | $5.78M | 0.9% | +7.5% | 0.012% | |
7/9/2025 | Towerpoint Wealth LLC | 53,095 | $3.31M | 1.5% | -4.8% | 0.007% | |
7/9/2025 | Sapient Capital LLC | 150,287 | $9.37M | 0.2% | -19.1% | 0.020% | |
7/9/2025 | Pallas Capital Advisors LLC | 4,844 | $302K | 0.0% | -4.8% | 0.001% | |
7/9/2025 | Lifelong Wealth Advisors Inc. | 109,536 | $6.83M | 2.3% | N/A | 0.015% | |
7/9/2025 | Fermata Advisors LLC | 88,813 | $5.54M | 1.5% | -12.0% | 0.012% | |
7/9/2025 | Keystone Wealth Services LLC | 20,628 | $1.29M | 0.3% | +75.2% | 0.003% | |
7/9/2025 | LifePlan Financial LLC | 161,217 | $10.05M | 8.3% | -8.5% | 0.021% | |
7/9/2025 | Exchange Bank | 8,785 | $548K | 0.4% | +27.4% | 0.001% | |
7/9/2025 | Central Bank & Trust Co. | 12,393 | $773K | 0.1% | +80.6% | 0.002% | |
7/9/2025 | Pacific Capital Wealth Advisors Inc. | 94,851 | $5.97M | 1.1% | -6.9% | 0.013% | |
7/9/2025 | Connective Portfolio Management LLC | 62,029 | $3.89M | 8.3% | +29.1% | 0.008% | |
7/9/2025 | Beacon Financial Group | 63,734 | $3.97M | 0.4% | +0.7% | 0.008% | |
7/9/2025 | Reyes Financial Architecture Inc. | 3,448 | $215K | 0.2% | -12.2% | 0.000% | |
7/9/2025 | Sandy Cove Advisors LLC | 6,757 | $421K | 0.2% | +3.4% | 0.001% | |
7/9/2025 | Sard Wealth Management Group LLC | 3,334 | $208K | 0.1% | N/A | 0.000% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 29,269 | $1.83M | 0.0% | -1.4% | 0.004% | |
7/9/2025 | WealthCare Investment Partners LLC | 119,913 | $7.54M | 2.7% | -2.7% | 0.016% | |
7/8/2025 | Ehrlich Financial Group | 38,941 | $2.43M | 1.6% | +3.1% | 0.005% | |
7/8/2025 | Chemistry Wealth Management LLC | 341,290 | $21.28M | 4.6% | +3.6% | 0.045% | |
7/8/2025 | Braun Bostich & Associates Inc. | 32,136 | $2.00M | 1.4% | -5.0% | 0.004% | |
7/8/2025 | Silverleafe Capital Partners LLC | 183,074 | $11.42M | 4.0% | +9.1% | 0.024% | |
7/8/2025 | Advance Capital Management Inc. | 10,042 | $626K | 0.0% | -2.0% | 0.001% | |
7/8/2025 | D. Scott Neal Inc. | 73,349 | $4.57M | 2.3% | -0.6% | 0.010% | |
7/8/2025 | Apella Capital LLC | 20,400 | $1.28M | 0.0% | N/A | 0.003% | |
7/8/2025 | Gradient Investments LLC | 88,680 | $5.53M | 0.1% | -3.5% | 0.012% | |
7/8/2025 | Moulton Wealth Management Inc. | 20,052 | $1.26M | 1.0% | -75.0% | 0.003% | |
7/8/2025 | Parallel Advisors LLC | 54,331 | $3.39M | 0.1% | +1.4% | 0.007% | |
7/8/2025 | Lowe Wealth Advisors LLC | 167,487 | $10.45M | 4.1% | +0.2% | 0.022% | |
7/7/2025 | New Capital Management LP | 3,250 | $203K | 0.1% | N/A | 0.000% | |
7/7/2025 | Upper Left Wealth Management LLC | 209,046 | $13.04M | 8.7% | -6.3% | 0.028% | |
7/7/2025 | Park Edge Advisors LLC | 55,667 | $3.47M | 0.9% | -14.8% | 0.007% | |
7/7/2025 | Capital Asset Advisory Services LLC | 924,226 | $58.15M | 2.7% | -2.5% | 0.123% | |
7/7/2025 | Versant Capital Management Inc | 83,524 | $5.21M | 0.8% | -2.9% | 0.011% | |
7/7/2025 | Global Wealth Strategies & Associates | 115,834 | $7.22M | 2.1% | -9.4% | 0.015% | |
7/7/2025 | Modus Advisors LLC | 309,964 | $19.33M | 5.7% | -1.4% | 0.041% | |
7/7/2025 | Retirement Wealth Solutions LLC | 7,913 | $493K | 0.4% | -20.2% | 0.001% | |
7/7/2025 | Nova Wealth Management Inc. | 12,158 | $758K | 0.6% | +6.7% | 0.002% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,204 | $137K | 0.0% | +215.3% | 0.000% | |
7/7/2025 | Life Line Wealth Management LLC | 644,035 | $40.16M | 13.0% | +52.8% | 0.085% | |
7/7/2025 | Centurion Wealth Management LLC | 26,755 | $1.67M | 0.5% | +44.7% | 0.004% | |
7/7/2025 | TruWealth Advisors LLC | 122,955 | $7.67M | 0.4% | N/A | 0.016% | |
7/3/2025 | CPA Asset Management LLC | 264,063 | $16.47M | 6.9% | +0.2% | 0.035% | |
7/3/2025 | Garde Capital Inc. | 46,001 | $2.87M | 0.1% | +11.7% | 0.006% | |
7/3/2025 | Fiduciary Financial Group LLC | 98,338 | $6.19M | 1.1% | +0.2% | 0.013% | |
7/3/2025 | City Center Advisors LLC | 3,538 | $221K | 0.2% | -7.5% | 0.000% | |
7/2/2025 | Howard Financial Services LTD. | 6,358 | $396K | 0.1% | -20.8% | 0.001% | |
7/2/2025 | Doliver Advisors LP | 13,875 | $865K | 0.2% | -19.7% | 0.002% | |
7/2/2025 | LVM Capital Management Ltd. MI | 292,677 | $18.25M | 1.9% | -0.4% | 0.039% | |
7/1/2025 | Confluence Investment Management LLC | 14,403 | $898K | 0.0% | -1.5% | 0.002% | |
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7/1/2025 | Harbor Investment Advisory LLC | 6,036 | $376K | 0.0% | +4.6% | 0.001% | |
7/1/2025 | Private Client Services LLC | 8,092 | $505K | 0.2% | -4.4% | 0.001% | |
6/6/2025 | eCIO Inc. | 948 | $56K | 0.0% | N/A | 0.000% | |
6/4/2025 | First Hawaiian Bank | 6,325 | $373K | 0.0% | N/A | 0.001% | |
6/3/2025 | Invst LLC | 55,792 | $3.29M | 0.4% | +10.8% | 0.007% | |
6/2/2025 | Modern Wealth Management LLC | 174,051 | $10.26M | 0.3% | +14.5% | 0.023% | |
5/29/2025 | Nova Wealth Management Inc. | 11,399 | $672K | 0.6% | -4.3% | 0.002% | |
5/29/2025 | Plum Street Advisors LLC | 136,196 | $8.03M | 3.9% | -13.2% | 0.018% | |
5/29/2025 | Apeiron RIA LLC | 41,400 | $2.44M | 0.7% | +1.8% | 0.006% | |
5/28/2025 | Intrua Financial LLC | 12,476 | $736K | 0.1% | -2.5% | 0.002% | |