7/15/2025 | Revisor Wealth Management LLC | 2,269 | $259K | 0.1% | -15.7% | 0.000% | |
7/15/2025 | Fortitude Family Office LLC | 35,800 | $3.91M | 1.3% | -32.3% | 0.005% | |
7/15/2025 | Kure Advisory LLC | 77,185 | $8.44M | 5.5% | +12.6% | 0.011% | |
7/15/2025 | Bank of Stockton | 151,410 | $16.55M | 4.9% | -0.6% | 0.021% | |
7/15/2025 | GSB Wealth Management LLC | 16,021 | $1.75M | 0.4% | -0.7% | 0.002% | |
7/15/2025 | Optima Capital LLC | 28,400 | $3.10M | 1.7% | +7.3% | 0.004% | |
7/14/2025 | Steigerwald Gordon & Koch Inc. | 27,931 | $3.05M | 0.3% | +2.4% | 0.004% | |
7/14/2025 | Crew Capital Management Ltd. | 7,716 | $843K | 0.6% | -29.0% | 0.001% | |
7/14/2025 | Abacus Planning Group Inc. | 4,255 | $465K | 0.2% | N/A | 0.001% | |
7/14/2025 | Opal Wealth Advisors LLC | 2,762 | $302K | 0.1% | -75.1% | 0.000% | |
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7/14/2025 | Farmers Trust Co. | 26,928 | $2.94M | 0.5% | -14.1% | 0.004% | |
7/14/2025 | Argentarii LLC | 7,730 | $845K | 0.4% | -16.4% | 0.001% | |
7/14/2025 | Golden State Equity Partners | 9,966 | $1.09M | 0.2% | -6.1% | 0.001% | |
7/14/2025 | CRA Financial Services LLC | 22,936 | $2.51M | 0.4% | -1.3% | 0.003% | |
7/14/2025 | Oliver Luxxe Assets LLC | 10,022 | $1.10M | 0.2% | +3.5% | 0.001% | |
7/14/2025 | Founders Capital Management LLC | 10,172 | $1.11M | 0.2% | -57.3% | 0.001% | |
7/14/2025 | CJM Wealth Advisers Ltd. | 205,381 | $22.45M | 7.5% | +0.3% | 0.028% | |
7/14/2025 | Financial Enhancement Group LLC | 249,136 | $28.11M | 4.0% | N/A | 0.034% | |
7/14/2025 | Mechanics Bank Trust Department | 19,379 | $2.12M | 0.3% | -18.9% | 0.003% | |
7/14/2025 | Foster Group Inc. | 7,956 | $870K | 0.0% | +92.4% | 0.001% | |
7/14/2025 | Acropolis Investment Management LLC | 922,025 | $100.77M | 5.5% | +0.4% | 0.127% | |
7/14/2025 | BlueSky Wealth Advisors LLC | 15,192 | $1.66M | 0.2% | -1.5% | 0.002% | |
7/14/2025 | Armstrong Advisory Group Inc. | 5,611 | $613K | 0.0% | -7.4% | 0.001% | |
7/14/2025 | Chapin Davis Inc. | 20,321 | $2.22M | 0.6% | +0.6% | 0.003% | |
7/14/2025 | GAMMA Investing LLC | 19,973 | $2.18M | 0.1% | +6.9% | 0.003% | |
7/14/2025 | Wooster Corthell Wealth Management Inc. | 7,769 | $849K | 0.2% | -1.5% | 0.001% | |
7/14/2025 | Proathlete Wealth Management LLC | 206,056 | $22.53M | 7.2% | +5.3% | 0.028% | |
7/14/2025 | Lee Kelleher Wealth Management | 36,166 | $3.95M | 2.6% | +5.9% | 0.005% | |
7/14/2025 | Clear Harbor Asset Management LLC | 5,124 | $560K | 0.0% | +11.8% | 0.001% | |
7/14/2025 | ABLE Financial Group LLC | 15,749 | $1.72M | 0.4% | -29.0% | 0.002% | |
7/14/2025 | Lakeshore Financial Planning Inc. | 36,078 | $3.94M | 1.6% | +0.5% | 0.005% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 14,001 | $1.53M | 0.0% | -59.6% | 0.002% | |
7/14/2025 | Sweeney & Michel LLC | 7,924 | $894K | 0.3% | +1.9% | 0.001% | |
7/14/2025 | Farmers & Merchants Investments Inc. | 1,124,458 | $122.89M | 3.6% | +8.3% | 0.155% | |
7/14/2025 | Painted Porch Advisors LLC | 343,699 | $37.56M | 15.4% | +3.0% | 0.047% | |
7/14/2025 | Narus Financial Partners LLC | 19,103 | $2.09M | 0.7% | -18.7% | 0.003% | |
7/14/2025 | Pacifica Partners Inc. | 865 | $95K | 0.0% | -10.4% | 0.000% | |
7/14/2025 | Lewis Asset Management LLC | 22,352 | $2.44M | 1.1% | +6.1% | 0.003% | |
7/14/2025 | Flagstar Advisors Inc. | 120,170 | $13.13M | 3.6% | -15.7% | 0.017% | |
7/14/2025 | Enzi Wealth | 180,201 | $20.33M | 7.4% | -0.1% | 0.025% | |
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7/14/2025 | Abound Wealth Management | 387,319 | $42.33M | 12.0% | +3.5% | 0.053% | |
7/14/2025 | Park Avenue Securities LLC | 129,824 | $14.19M | 0.1% | N/A | 0.018% | |
7/14/2025 | Sound Stewardship LLC | 51,572 | $5.64M | 2.9% | +15.3% | 0.007% | |
7/14/2025 | Sowell Financial Services LLC | 51,054 | $5.58M | 0.2% | -13.2% | 0.007% | |
7/14/2025 | Physician Wealth Advisors Inc. | 29,903 | $3.27M | 0.5% | -1.4% | 0.004% | |
7/11/2025 | Quad Cities Investment Group LLC | 33,023 | $3.61M | 1.6% | -1.2% | 0.005% | |
7/11/2025 | Annex Advisory Services LLC | 41,051 | $4.49M | 0.1% | -13.4% | 0.006% | |
7/11/2025 | Wealth Management Partners LLC | 24,691 | $2.75M | 1.0% | -8.2% | 0.003% | |
7/11/2025 | Sprinkle Financial Consultants LLC | 96,283 | $10.52M | 6.4% | -8.9% | 0.013% | |
7/11/2025 | Colorado Capital Management Inc. | 15,798 | $1.73M | 0.7% | -3.2% | 0.002% | |
7/11/2025 | Ullmann Wealth Partners Group LLC | 21,163 | $2.31M | 0.3% | -5.6% | 0.003% | |
7/11/2025 | BTC Capital Management Inc. | 3,420 | $374K | 0.0% | -20.1% | 0.000% | |
7/11/2025 | Orrstown Financial Services Inc. | 6,917 | $756K | 0.2% | -39.9% | 0.001% | |
7/11/2025 | Capital Advantage Inc. | 44,352 | $4.85M | 0.8% | -66.2% | 0.006% | |
7/11/2025 | Farther Finance Advisors LLC | 479,548 | $52.41M | 1.0% | +75.9% | 0.066% | |
7/11/2025 | Silver Oak Securities Incorporated | 38,998 | $4.26M | 0.3% | -8.1% | 0.005% | |
7/11/2025 | CX Institutional | 64,525 | $7.05M | 0.2% | +16.5% | 0.009% | |
7/11/2025 | Harbour Capital Advisors LLC | 21,119 | $2.38M | 0.5% | +7.4% | 0.003% | |
7/11/2025 | Windsor Capital Management LLC | 35,085 | $3.83M | 1.1% | -1.8% | 0.005% | |
7/11/2025 | UMB Bank n.a. | 632,380 | $69.11M | 1.1% | -13.5% | 0.087% | |
7/11/2025 | AFG Fiduciary Services Limited Partnership | 47,613 | $5.28M | 1.4% | +8.7% | 0.007% | |
7/11/2025 | Adirondack Trust Co. | 34,581 | $3.78M | 1.4% | -3.0% | 0.005% | |
7/11/2025 | Kaydan Wealth Management Inc. | 3,317 | $363K | 0.1% | +31.7% | 0.000% | |
7/11/2025 | Marshall & Sullivan Inc. WA | 351 | $38K | 0.0% | N/A | 0.000% | |
7/11/2025 | Pinnacle Bancorp Inc. | 21,570 | $2.36M | 0.7% | -4.9% | 0.003% | |
7/11/2025 | Shelton Wealth Management LLC | 18,866 | $2.06M | 1.0% | +1.6% | 0.003% | |
7/11/2025 | Rockwood Wealth Management LLC | 15,144 | $1.66M | 0.1% | -5.6% | 0.002% | |
7/11/2025 | LongView Wealth Management | 2,096 | $229K | 0.1% | -21.6% | 0.000% | |
7/11/2025 | Essex Savings Bank | 11,299 | $1.24M | 0.3% | -27.5% | 0.002% | |
7/11/2025 | Phillips Wealth Planners LLC | 2,190 | $245K | 0.2% | N/A | 0.000% | |
7/11/2025 | SeaCrest Wealth Management LLC | 11,620 | $1.27M | 0.1% | -1.1% | 0.002% | |
7/11/2025 | Diversified Trust Co | 37,414 | $4.09M | 0.1% | +35.9% | 0.005% | |
7/11/2025 | International Private Wealth Advisors LLC | 13,812 | $1.51M | 1.3% | -3.1% | 0.002% | |
7/11/2025 | Elk River Wealth Management LLC | 327,502 | $35.79M | 6.2% | +1.6% | 0.045% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 19,254,728 | $2.05B | 0.3% | N/A | 2.658% | |
7/11/2025 | MKD Wealth Coaches LLC | 13,970 | $1.53M | 1.6% | -49.8% | 0.002% | |
7/11/2025 | Grove Bank & Trust | 278,355 | $30.42M | 3.8% | -10.4% | 0.038% | |
7/11/2025 | Cypress Financial Planning LLC | 16,575 | $1.81M | 0.6% | +11.0% | 0.002% | |
7/10/2025 | Pachira Investments Inc. | 85,939 | $9.39M | 7.1% | -4.4% | 0.012% | |
7/10/2025 | Three Seasons Wealth LLC | 8,262 | $903K | 0.1% | -6.8% | 0.001% | |
7/10/2025 | Triangle Securities Wealth Management | 64,436 | $7.04M | 1.7% | +1.4% | 0.009% | |
7/10/2025 | Piscataqua Savings Bank | 1,872 | $205K | 0.2% | +110.6% | 0.000% | |
7/10/2025 | Clare Market Investments LLC | 3,289 | $359K | 0.1% | -41.1% | 0.000% | |
7/10/2025 | Legacy Financial Strategies LLC | 161,857 | $17.69M | 3.5% | +0.7% | 0.022% | |
7/10/2025 | Charter Oak Capital Management LLC | 4,268 | $466K | 0.0% | -9.2% | 0.001% | |
7/10/2025 | Burns J W & Co. Inc. NY | 75,345 | $8.23M | 1.0% | +9.3% | 0.010% | |
7/10/2025 | Brady Family Wealth LLC | 17,708 | $1.94M | 0.6% | -3.2% | 0.002% | |
7/10/2025 | YHB Investment Advisors Inc. | 206,772 | $22.60M | 1.7% | +0.1% | 0.029% | |
7/10/2025 | ARS Wealth Advisors Group LLC | 3,710 | $405K | 0.0% | -2.6% | 0.001% | |
7/10/2025 | Klaas Financial Asset Advisors LLC | 25,600 | $2.80M | 0.4% | +3.8% | 0.004% | |
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7/10/2025 | Sterling Investment Advisors LLC ADV | 42,941 | $4.69M | 2.2% | +23.4% | 0.006% | |
7/10/2025 | Exchange Traded Concepts LLC | 123,872 | $13.54M | 0.2% | -9.2% | 0.017% | |
7/10/2025 | Marshall Financial Group LLC | 6,479 | $720K | 0.1% | -7.3% | 0.001% | |
7/10/2025 | Park Capital Management LLC WI | 58,620 | $6.41M | 5.9% | +2.5% | 0.008% | |
7/10/2025 | Bigelow Investment Advisors LLC | 57,291 | $6.26M | 2.8% | +5.9% | 0.008% | |
7/10/2025 | Affiance Financial LLC | 32,389 | $3.54M | 0.7% | +5.7% | 0.004% | |
7/10/2025 | Fulton Bank N.A. | 14,151 | $1.55M | 0.1% | +12.0% | 0.002% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 11,092 | $1.25M | 0.0% | -4.1% | 0.002% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,492,515 | $281.85M | 0.5% | +83.8% | 0.344% | |
7/10/2025 | Strathmore Capital Advisors Inc. | 5,271 | $595K | 0.3% | N/A | 0.001% | |