10/17/2025 | Austin Private Wealth LLC | 54,251 | $19.83M | 1.5% | -1.1% | 0.045% | |
10/17/2025 | Fort Washington Investment Advisors Inc. OH | 9,408 | $3.44M | 0.0% | +0.6% | 0.008% | |
10/17/2025 | Nixon Peabody Trust Co. | 120,036 | $43.87M | 3.2% | -23.0% | 0.100% | |
10/17/2025 | 1900 Wealth Management LLC | 30,501 | $11.15M | 0.8% | -43.7% | 0.025% | |
10/17/2025 | Annex Advisory Services LLC | 2,124 | $776K | 0.0% | +19.2% | 0.002% | |
10/17/2025 | Ullmann Wealth Partners Group LLC | 8,846 | $3.23M | 0.4% | -1.0% | 0.007% | |
10/17/2025 | Optivise Advisory Services LLC | 4,405 | $1.61M | 1.0% | -44.7% | 0.004% | |
10/17/2025 | 5T Wealth LLC | 2,638 | $964K | 0.4% | +13.3% | 0.002% | |
10/17/2025 | Warren Street Wealth Advisors LLC | 3,215 | $1.18M | 0.4% | -3.0% | 0.003% | |
10/17/2025 | MPS Loria Financial Planners LLC | 334,251 | $122.16M | 32.5% | +0.6% | 0.279% | |
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10/17/2025 | Fire Capital Management LLC | 30,290 | $11.07M | 6.4% | +3.8% | 0.025% | |
10/17/2025 | Perigon Wealth Management LLC | 57,211 | $20.91M | 0.4% | -4.9% | 0.048% | |
10/17/2025 | Parisi Gray Wealth Management | 4,724 | $1.73M | 0.4% | -6.0% | 0.004% | |
10/17/2025 | Peddock Capital Advisors LLC | 5,281 | $1.93M | 0.4% | +2.7% | 0.004% | |
10/17/2025 | Sowell Financial Services LLC | 1,015 | $371K | 0.0% | -47.9% | 0.001% | |
10/17/2025 | Mayflower Financial Advisors LLC | 6,722 | $2.46M | 0.2% | -3.7% | 0.006% | |
10/17/2025 | BankPlus Trust Department | 460 | $168K | 0.0% | -14.2% | 0.000% | |
10/17/2025 | NovaPoint Capital LLC | 967 | $353K | 0.1% | N/A | 0.001% | |
10/17/2025 | FSM Wealth Advisors LLC | 3,435 | $1.26M | 0.2% | +3.7% | 0.003% | |
10/17/2025 | Apella Capital LLC | 12,954 | $4.70M | 0.1% | -0.6% | 0.011% | |
10/17/2025 | Apollon Wealth Management LLC | 2,523 | $922K | 0.0% | -3.2% | 0.002% | |
10/16/2025 | Townsend Asset Management Corp NC ADV | 5,383 | $1.97M | 0.7% | -4.7% | 0.004% | |
10/16/2025 | Fulton Breakefield Broenniman LLC | 1,570 | $574K | 0.0% | -3.7% | 0.001% | |
10/16/2025 | Halbert Hargrove Global Advisors LLC | 473,717 | $173.13M | 8.4% | +1.6% | 0.396% | |
10/16/2025 | Litman Gregory Wealth Management LLC | 23,241 | $8.49M | 0.6% | -5.3% | 0.019% | |
10/16/2025 | Highland Capital Management LLC | 14,169 | $5.18M | 0.3% | +1.1% | 0.012% | |
10/16/2025 | HBK Sorce Advisory LLC | 28,499 | $10.41M | 0.3% | -3.5% | 0.024% | |
10/16/2025 | Capital Advisors Wealth Management LLC | 1,154 | $422K | 0.1% | -12.2% | 0.001% | |
10/15/2025 | Financial Management Professionals Inc. | 121,190 | $44.29M | 4.6% | +2.3% | 0.101% | |
10/15/2025 | CWM LLC | 28,445 | $10.40M | 0.0% | -39.5% | 0.024% | |
10/15/2025 | Iams Wealth Management LLC | 848 | $310K | 0.1% | -45.6% | 0.001% | |
10/15/2025 | Norden Group LLC | 1,971 | $720K | 0.1% | +77.1% | 0.002% | |
10/15/2025 | World Investment Advisors | 1,811 | $662K | 0.0% | +28.0% | 0.002% | |
10/15/2025 | Brookstone Capital Management | 3,496 | $1.28M | 0.0% | -1.2% | 0.003% | |
10/15/2025 | Tritonpoint Wealth LLC | 3,067 | $1.12M | 0.1% | +43.0% | 0.003% | |
10/15/2025 | Private Trust Co. NA | 550 | $201K | 0.0% | -57.5% | 0.000% | |
10/15/2025 | McClarren Financial Advisors Inc. | 1,615 | $590K | 0.4% | -49.0% | 0.001% | |
10/15/2025 | Cypress Wealth Services LLC | 6,333 | $2.32M | 0.4% | -1.1% | 0.005% | |
10/15/2025 | Plancorp LLC | 11,320 | $4.14M | 0.1% | -2.8% | 0.010% | |
10/15/2025 | Enclave Advisors LLC | 166,363 | $60.80M | 9.3% | -3.4% | 0.140% | |
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10/15/2025 | Kelly Financial Services LLC | 808 | $295K | 0.1% | -10.6% | 0.001% | |
10/14/2025 | RTD Financial Advisors Inc. | 98,923 | $36.15M | 4.3% | -3.3% | 0.083% | |
10/14/2025 | Revolve Wealth Partners LLC | 914 | $334K | 0.0% | -25.6% | 0.001% | |
10/14/2025 | Highline Wealth Partners LLC | 83 | $30K | 0.0% | N/A | 0.000% | |
10/14/2025 | Monument Capital Management | 18,881 | $6.90M | 1.7% | -7.2% | 0.016% | |
10/14/2025 | True North Advisors LLC | 2,953 | $1.08M | 0.2% | N/A | 0.002% | |
10/14/2025 | OLD National Bancorp IN | 31,779 | $11.62M | 0.2% | -29.9% | 0.027% | |
10/14/2025 | Farther Finance Advisors LLC | 9,998 | $3.65M | 0.1% | +24.3% | 0.008% | |
10/14/2025 | Cranbrook Wealth Management LLC | 9,886 | $3.61M | 0.7% | -1.7% | 0.008% | |
10/14/2025 | CJM Wealth Advisers Ltd. | 2,926 | $1.07M | 0.3% | -7.3% | 0.002% | |
10/14/2025 | Juncture Wealth Strategies LLC | 1,234 | $451K | 0.2% | +35.2% | 0.001% | |
10/14/2025 | Precedent Wealth Partners LLC | 11,335 | $4.14M | 0.9% | -7.3% | 0.010% | |
10/14/2025 | Security Financial Services INC. | 8,906 | $3.26M | 0.5% | -0.5% | 0.007% | |
10/14/2025 | HBK Sorce Advisory LLC | 50,944 | $18.82M | 0.4% | +72.6% | 0.043% | |
10/14/2025 | LongView Wealth Management | 1,103 | $403K | 0.1% | -12.0% | 0.001% | |
10/14/2025 | Matrix Asset Advisors Inc. NY | 751 | $275K | 0.0% | +4.0% | 0.001% | |
10/14/2025 | Retirement Income Solutions Inc. | 19,298 | $7.05M | 1.2% | -3.1% | 0.016% | |
10/14/2025 | Parkwoods Wealth Partners LLC | 891 | $326K | 0.1% | -10.2% | 0.001% | |
10/14/2025 | Cherrydale Wealth Management LLC | 11,879 | $4.34M | 1.4% | +0.3% | 0.010% | |
10/14/2025 | Brighton Jones LLC | 176,984 | $64.68M | 1.6% | -0.5% | 0.149% | |
10/14/2025 | New England Professional Planning Group Inc. | 678 | $248K | 0.1% | -13.1% | 0.001% | |
10/14/2025 | CPR Investments Inc. | 1,425 | $521K | 0.4% | -15.9% | 0.001% | |
10/10/2025 | Fifth Third Securities Inc. | 13,162 | $4.81M | 0.3% | +2.3% | 0.011% | |
10/10/2025 | USA Financial Formulas | 1,939 | $709K | 0.1% | -16.3% | 0.002% | |
10/10/2025 | Legacy Wealth Management Inc | 722,592 | $264.09M | 15.5% | -0.9% | 0.605% | |
10/10/2025 | Red Door Wealth Management LLC | 1,147 | $419K | 0.0% | -69.1% | 0.001% | |
10/10/2025 | Flputnam Investment Management Co. | 5,227 | $1.91M | 0.0% | -1.6% | 0.004% | |
10/10/2025 | Advance Capital Management Inc. | 35,107 | $12.83M | 0.6% | -0.5% | 0.029% | |
10/10/2025 | KMG Fiduciary Partners LLC | 7,051 | $2.58M | 0.2% | -17.6% | 0.006% | |
10/10/2025 | Fiduciary Financial Group LLC | 8,115 | $2.97M | 0.5% | -2.5% | 0.007% | |
10/9/2025 | AdvisorNet Financial Inc | 4,953 | $1.81M | 0.1% | +2.3% | 0.004% | |
10/9/2025 | Shelton Wealth Management LLC | 15,683 | $5.73M | 2.6% | +1.0% | 0.013% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 1,749 | $639K | 0.0% | -4.7% | 0.001% | |
10/9/2025 | Harbour Capital Advisors LLC | 11,480 | $4.22M | 0.9% | -4.2% | 0.010% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 4,574 | $1.67M | 0.0% | -8.6% | 0.004% | |
10/9/2025 | Fermata Advisors LLC | 1,720 | $629K | 0.2% | -5.0% | 0.001% | |
10/8/2025 | Brewster Financial Planning LLC | 118,692 | $43.38M | 27.3% | -0.9% | 0.100% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 1,878 | $686K | 0.1% | +1.6% | 0.002% | |
10/8/2025 | YHB Investment Advisors Inc. | 41,813 | $15.28M | 1.1% | -3.0% | 0.035% | |
10/8/2025 | Vista Finance LLC | 588 | $215K | 0.1% | N/A | 0.000% | |
10/8/2025 | Bennett Selby Investments LP | 561 | $205K | 0.1% | N/A | 0.000% | |
10/8/2025 | Andrews Lucia Wealth Management LLC | 4,501 | $1.65M | 1.0% | -3.0% | 0.004% | |
10/8/2025 | Country Club Bank | 1,385 | $505K | 0.0% | -5.5% | 0.001% | |
10/8/2025 | Beacon Financial Group | 8,206 | $3.00M | 0.3% | -7.2% | 0.007% | |
10/7/2025 | Montecito Bank & Trust | 3,699 | $1.35M | 0.2% | N/A | 0.003% | |
10/7/2025 | MKD Wealth Coaches LLC | 10,111 | $3.70M | 3.7% | -6.6% | 0.008% | |
10/7/2025 | Graves Light Lenhart Wealth Inc. | 25,692 | $9.39M | 1.0% | -24.1% | 0.022% | |
10/7/2025 | Thrive Wealth Management LLC | 1,186 | $433K | 0.1% | +35.4% | 0.001% | |
10/6/2025 | Fragasso Financial Advisors Inc | 7,931 | $2.91M | 0.2% | -2.2% | 0.007% | |
10/6/2025 | ACT Wealth Management LLC | 78,168 | $28.57M | 10.0% | +1.7% | 0.066% | |
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10/6/2025 | SMI Advisory Services LLC | 1,877 | $690K | 0.1% | -4.1% | 0.002% | |
10/6/2025 | AssuredPartners Investment Advisors LLC | 1,335 | $488K | 0.1% | -2.7% | 0.001% | |
10/6/2025 | Grove Bank & Trust | 491 | $179K | 0.0% | +121.2% | 0.000% | |
10/6/2025 | Baring Financial LLC | 1,081 | $395K | 0.3% | -14.3% | 0.001% | |
10/6/2025 | Cambridge Financial Group LLC | 11,717 | $4.28M | 1.4% | +141.8% | 0.010% | |
10/3/2025 | Breakwater Investment Management | 86 | $31K | 0.0% | -76.3% | 0.000% | |
10/2/2025 | Investors Research Corp | 1,013 | $370K | 0.1% | -83.5% | 0.001% | |
10/2/2025 | Capital Asset Advisory Services LLC | 4,654 | $1.70M | 0.1% | -2.3% | 0.004% | |
9/30/2025 | Rydar Equities Inc. | 715 | $243K | 0.2% | N/A | 0.001% | |
9/30/2025 | Gilbert Capital Group Inc. | 1,962 | $666K | 0.6% | N/A | 0.002% | |