7/10/2025 | Secure Asset Management LLC | 3,963 | $436K | 0.1% | -2.4% | 0.001% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 695 | $77K | 0.0% | N/A | 0.000% | |
7/10/2025 | Shira Ridge Wealth Management | 3,117 | $343K | 0.2% | -4.6% | 0.001% | |
7/10/2025 | KMG Fiduciary Partners LLC | 97,490 | $10.73M | 0.8% | +3.6% | 0.018% | |
7/10/2025 | Signal Advisors Wealth LLC | 22,815 | $2.51M | 0.2% | -2.3% | 0.004% | |
7/10/2025 | Focus Financial Network Inc. | 162,247 | $17.86M | 0.7% | -13.9% | 0.029% | |
7/10/2025 | Sovran Advisors LLC | 112,218 | $12.33M | 1.3% | +4.2% | 0.020% | |
7/10/2025 | Financial Management Network Inc. | 71,117 | $7.88M | 1.4% | -0.8% | 0.013% | |
7/9/2025 | Praetorian Wealth Management Inc. | 324,536 | $35.73M | 8.2% | -56.6% | 0.059% | |
7/9/2025 | Chesley Taft & Associates LLC | 7,520 | $828K | 0.0% | -3.8% | 0.001% | |
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7/9/2025 | Towerpoint Wealth LLC | 16,698 | $1.84M | 0.8% | +29.0% | 0.003% | |
7/9/2025 | Procyon Advisors LLC | 36,349 | $4.00M | 0.4% | +81.1% | 0.007% | |
7/9/2025 | Graves Light Lenhart Wealth Inc. | 44,689 | $4.92M | 0.6% | -3.5% | 0.008% | |
7/9/2025 | Pallas Capital Advisors LLC | 97,659 | $10.75M | 0.4% | +193.9% | 0.018% | |
7/9/2025 | Affinity Capital Advisors LLC | 6,321 | $696K | 0.1% | -28.9% | 0.001% | |
7/9/2025 | Goelzer Investment Management Inc. | 68,138 | $7.50M | 0.4% | +0.6% | 0.012% | |
7/9/2025 | David J Yvars Group | 2,196 | $242K | 0.1% | N/A | 0.000% | |
7/9/2025 | Lbmc Investment Advisors LLC | 128,432 | $14.14M | 1.0% | -3.6% | 0.023% | |
7/9/2025 | Lifelong Wealth Advisors Inc. | 58,061 | $6.39M | 2.1% | -5.9% | 0.011% | |
7/9/2025 | Fermata Advisors LLC | 4,069 | $448K | 0.1% | -69.0% | 0.001% | |
7/9/2025 | Aaron Wealth Advisors LLC | 9,003 | $991K | 0.1% | -2.0% | 0.002% | |
7/9/2025 | Financiere des Professionnels Fonds d investissement inc. | 520,000 | $57.25M | 3.5% | -26.8% | 0.095% | |
7/9/2025 | Keystone Wealth Services LLC | 17,599 | $1.94M | 0.5% | -9.0% | 0.003% | |
7/9/2025 | Thrive Wealth Management LLC | 9,924 | $1.09M | 0.2% | -1.4% | 0.002% | |
7/9/2025 | Breakwater Capital Group | 26,691 | $2.94M | 0.5% | +1.2% | 0.005% | |
7/9/2025 | Post Resch Tallon Group Inc. | 1,861 | $205K | 0.2% | N/A | 0.000% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 14,474 | $1.59M | 0.2% | -3.0% | 0.003% | |
7/9/2025 | Krilogy Financial LLC | 10,027 | $1.10M | 0.1% | N/A | 0.002% | |
7/9/2025 | Fiduciary Alliance LLC | 16,259 | $1.79M | 0.1% | -1.0% | 0.003% | |
7/9/2025 | First Bank & Trust | 2,184 | $240K | 0.0% | -13.5% | 0.000% | |
7/9/2025 | Lifestyle Asset Management Inc. | 9,393 | $1.03M | 0.5% | N/A | 0.002% | |
7/9/2025 | Bowman & Co S.C. | 17,273 | $1.90M | 0.8% | -5.3% | 0.003% | |
7/9/2025 | Riversedge Advisors LLC | 13,174 | $1.45M | 0.3% | +3.3% | 0.002% | |
7/9/2025 | Bulwark Capital Corp | 1,044 | $115K | 0.1% | N/A | 0.000% | |
7/9/2025 | Beacon Financial Group | 9,421 | $1.04M | 0.1% | -11.0% | 0.002% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 961 | $106K | 0.0% | -20.1% | 0.000% | |
7/8/2025 | Lpwm LLC | 19,058 | $2.10M | 0.6% | -2.3% | 0.003% | |
7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 10,738 | $1.18M | 0.4% | -1.0% | 0.002% | |
7/8/2025 | First National Corp MA ADV | 6,234 | $686K | 0.1% | -10.2% | 0.001% | |
7/8/2025 | Everpar Advisors LLC | 9,009 | $992K | 0.5% | +31.7% | 0.002% | |
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7/8/2025 | Ehrlich Financial Group | 97,596 | $10.75M | 7.0% | -17.6% | 0.018% | |
7/8/2025 | Next Level Private LLC | 16,358 | $1.80M | 0.6% | -2.2% | 0.003% | |
7/8/2025 | Atlas Brown Inc. | 27,481 | $3.03M | 1.0% | -2.3% | 0.005% | |
7/8/2025 | Apella Capital LLC | 12,323 | $1.36M | 0.0% | +20.6% | 0.002% | |
7/8/2025 | Legacy Private Trust Co. | 2,088 | $230K | 0.0% | N/A | 0.000% | |
7/8/2025 | Gradient Investments LLC | 1,936 | $213K | 0.0% | N/A | 0.000% | |
7/8/2025 | Gallacher Capital Management LLC | 49,245 | $5.42M | 2.5% | -7.4% | 0.009% | |
7/8/2025 | Parallel Advisors LLC | 476,097 | $52.42M | 1.0% | +5.7% | 0.087% | |
7/7/2025 | Investors Research Corp | 3,493 | $385K | 0.1% | +51.5% | 0.001% | |
7/7/2025 | St. Clair Advisors LLC | 50,043 | $5.51M | 1.4% | -1.5% | 0.009% | |
7/7/2025 | Accelerate Investment Advisors LLC | 18,377 | $2.02M | 1.5% | +7.7% | 0.003% | |
7/7/2025 | Wesbanco Bank Inc. | 12,810 | $1.41M | 0.0% | +10.5% | 0.002% | |
7/7/2025 | HMS Capital Management LLC | 7,210 | $794K | 0.4% | -5.3% | 0.001% | |
7/7/2025 | First Citizens Financial Corp | 15,715 | $1.73M | 1.0% | +7.8% | 0.003% | |
7/7/2025 | Retirement Wealth Solutions LLC | 35,778 | $3.94M | 2.9% | -1.9% | 0.007% | |
7/7/2025 | Dominguez Wealth Management Solutions Inc. | 16,114 | $1.77M | 1.2% | +2.0% | 0.003% | |
7/7/2025 | OMNI 360 Wealth Inc. | 23,729 | $2.61M | 1.3% | +4.1% | 0.004% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,843 | $644K | 0.1% | +40.0% | 0.001% | |
7/7/2025 | Life Line Wealth Management LLC | 3,390 | $373K | 0.1% | +23.1% | 0.001% | |
7/7/2025 | Peterson Wealth Advisors LLC | 49,551 | $5.46M | 0.9% | -14.5% | 0.009% | |
7/7/2025 | Centurion Wealth Management LLC | 56,424 | $6.21M | 1.8% | -11.9% | 0.010% | |
7/7/2025 | RDA Financial Network | 2,805 | $309K | 0.1% | -19.0% | 0.001% | |
7/3/2025 | First Hawaiian Bank | 276,280 | $30.42M | 4.1% | -2.3% | 0.050% | |
7/3/2025 | Whitcomb & Hess Inc. | 18,718 | $2.06M | 0.6% | +4.9% | 0.003% | |
7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 71,975 | $7.92M | 4.4% | -1.3% | 0.013% | |
7/3/2025 | TrueWealth Advisors LLC | 4,175 | $460K | 0.1% | +8.8% | 0.001% | |
7/3/2025 | Garde Capital Inc. | 7,970 | $877K | 0.0% | -14.3% | 0.001% | |
7/2/2025 | Dentgroup LLC | 23,888 | $2.63M | 1.8% | -7.7% | 0.004% | |
7/2/2025 | Helen Stephens Group LLC | 2,045 | $225K | 0.1% | N/A | 0.000% | |
7/2/2025 | First Financial Bank Trust Division | 101,390 | $11.16M | 1.0% | +0.9% | 0.019% | |
7/1/2025 | Burkett Financial Services LLC | 17,729 | $1.95M | 0.7% | +162.8% | 0.003% | |
7/1/2025 | Bush Investment Group LLC | 32,655 | $3.60M | 2.4% | -20.7% | 0.006% | |
7/1/2025 | BancFirst Trust & Investment Management | 1,896 | $208K | 0.1% | N/A | 0.000% | |
6/16/2025 | Maple Capital Management Inc. | 2,546 | $236K | 0.0% | N/A | 0.000% | |
6/5/2025 | Cim LLC | 6,613 | $614K | 0.1% | +2.4% | 0.001% | |
6/4/2025 | First Hawaiian Bank | 282,691 | $26.24M | 1.3% | -6.1% | 0.052% | |
6/3/2025 | Invst LLC | 141,699 | $13.15M | 1.8% | -40.6% | 0.026% | |
6/2/2025 | Modern Wealth Management LLC | 1,105,387 | $102.61M | 3.3% | +26.2% | 0.205% | |
5/29/2025 | Nova Wealth Management Inc. | 1,937 | $180K | 0.2% | +168.3% | 0.000% | |
5/29/2025 | Apeiron RIA LLC | 76,672 | $7.12M | 2.2% | -41.9% | 0.014% | |
5/28/2025 | Jones Financial Companies Lllp | 4,497,096 | $416.22M | 0.4% | -23.6% | 0.834% | |
5/28/2025 | Silicon Valley Capital Partners | 276,358 | $25.58M | 3.3% | -0.7% | 0.051% | |
5/27/2025 | Advisors Capital Management LLC | 16,252 | $1.51M | 0.0% | -30.1% | 0.003% | |
5/22/2025 | Rollins Financial Advisors LLC | 58,110 | $5.39M | 0.9% | -9.7% | 0.011% | |
5/22/2025 | Kilter Group LLC | 159,753 | $14.83M | 9.7% | +4.3% | 0.029% | |
5/21/2025 | Indiana Trust & Investment Management Co | 1,453 | $135K | 0.0% | +11.1% | 0.000% | |
5/21/2025 | McAdam LLC | 2,545 | $236K | 0.0% | -52.9% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 93,356 | $8.67M | 0.3% | +0.7% | 0.017% | |
5/20/2025 | Fortis Capital Advisors LLC | 11,420 | $1.06M | 0.2% | -37.5% | 0.002% | |
5/20/2025 | Belpointe Asset Management LLC | 60,669 | $5.63M | 0.3% | -40.1% | 0.011% | |
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5/20/2025 | Focus Partners Wealth | 927,442 | $86.10M | 0.2% | +0.8% | 0.170% | |
5/20/2025 | Flaharty Asset Management LLC | 284 | $26K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 368,984 | $34.25M | 1.4% | +58.7% | 0.068% | |
5/20/2025 | Glenview Trust co | 30,493 | $2.83M | 0.1% | -4.8% | 0.006% | |
5/19/2025 | Client 1ST Advisory Group LLC | 30,307 | $2.81M | 1.1% | +8.5% | 0.006% | |
5/19/2025 | SCS Capital Management LLC | 572,153 | $53.11M | 0.7% | +1.2% | 0.105% | |
5/16/2025 | Semmax Financial Advisors Inc. | 13,974 | $1.36M | 0.4% | +4.2% | 0.003% | |
5/16/2025 | Northeast Financial Consultants Inc | 54,210 | $5.03M | 0.2% | +2.9% | 0.010% | |
5/16/2025 | Faithward Advisors LLC | 37,505 | $3.48M | 0.6% | +12.3% | 0.007% | |
5/16/2025 | Ascent Group LLC | 806,123 | $74.83M | 3.2% | +341.5% | 0.148% | |