7/11/2025 | Ridgeline Wealth LLC | 9,764 | $1.69M | 1.4% | -6.8% | 0.008% | |
7/11/2025 | Farther Finance Advisors LLC | 73,284 | $12.70M | 0.3% | -29.0% | 0.059% | |
7/11/2025 | Silver Oak Securities Incorporated | 10,714 | $1.86M | 0.2% | -7.9% | 0.009% | |
7/11/2025 | CX Institutional | 9,424 | $1.63M | 0.1% | +30.6% | 0.008% | |
7/11/2025 | My Legacy Advisors LLC | 13,749 | $2.42M | 0.9% | -5.0% | 0.011% | |
7/11/2025 | Lantz Financial LLC | 12,663 | $2.19M | 0.5% | -8.9% | 0.010% | |
7/11/2025 | SeaCrest Wealth Management LLC | 9,842 | $1.71M | 0.2% | +7.2% | 0.008% | |
7/11/2025 | Diversified Trust Co | 3,269 | $566K | 0.0% | -15.7% | 0.003% | |
7/11/2025 | Bell Bank | 1,390 | $241K | 0.0% | N/A | 0.001% | |
7/10/2025 | Perkins Coie Trust Co | 50,471 | $8.75M | 1.5% | -2.5% | 0.040% | |
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7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,314 | $228K | 0.1% | N/A | 0.001% | |
7/10/2025 | Three Seasons Wealth LLC | 1,682 | $291K | 0.0% | -14.1% | 0.001% | |
7/10/2025 | Oldfather Financial Services LLC | 1,848 | $320K | 0.1% | -14.8% | 0.001% | |
7/10/2025 | Worth Asset Management LLC | 1,508 | $261K | 0.1% | N/A | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 119,336 | $20.95M | 0.0% | -16.7% | 0.096% | |
7/10/2025 | Strathmore Capital Advisors Inc. | 2,420 | $427K | 0.2% | N/A | 0.002% | |
7/10/2025 | Sharkey Howes & Javer | 59,329 | $10.28M | 1.4% | -11.2% | 0.047% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 18,344 | $3.18M | 1.1% | -1.2% | 0.015% | |
7/10/2025 | Secure Asset Management LLC | 22,006 | $3.81M | 0.7% | -7.1% | 0.018% | |
7/10/2025 | Signal Advisors Wealth LLC | 5,293 | $917K | 0.1% | -6.3% | 0.004% | |
7/10/2025 | Focus Financial Network Inc. | 43,247 | $7.49M | 0.3% | -10.8% | 0.035% | |
7/10/2025 | Sovran Advisors LLC | 30,655 | $5.36M | 0.6% | +0.9% | 0.025% | |
7/9/2025 | Finley Financial LLC | 59,106 | $10.24M | 5.1% | +0.1% | 0.047% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 54,103 | $9.37M | 0.3% | +183.7% | 0.043% | |
7/9/2025 | Graves Light Lenhart Wealth Inc. | 6,748 | $1.17M | 0.1% | -24.1% | 0.005% | |
7/9/2025 | Pallas Capital Advisors LLC | 5,530 | $958K | 0.0% | -14.4% | 0.004% | |
7/9/2025 | Seneca House Advisors | 1,308 | $227K | 0.1% | N/A | 0.001% | |
7/9/2025 | Westbourne Investments Inc. | 11,620 | $2.01M | 1.1% | -3.2% | 0.009% | |
7/9/2025 | Lifelong Wealth Advisors Inc. | 64,710 | $11.21M | 3.7% | -32.2% | 0.052% | |
7/9/2025 | Keystone Wealth Services LLC | 14,098 | $2.44M | 0.6% | +0.7% | 0.011% | |
7/9/2025 | Fiduciary Alliance LLC | 1,164 | $202K | 0.0% | N/A | 0.001% | |
7/9/2025 | Market Street Wealth Management Advisors LLC | 11,773 | $2.04M | 0.3% | -1.7% | 0.009% | |
7/9/2025 | Lifestyle Asset Management Inc. | 6,013 | $1.04M | 0.5% | N/A | 0.005% | |
7/9/2025 | Beacon Financial Group | 44,436 | $7.70M | 0.8% | -2.9% | 0.036% | |
7/9/2025 | Presidio Capital Management LLC | 3,455 | $599K | 0.2% | -3.7% | 0.003% | |
7/9/2025 | WealthCare Investment Partners LLC | 11,669 | $2.05M | 0.7% | -1.3% | 0.009% | |
7/8/2025 | Everpar Advisors LLC | 3,342 | $579K | 0.3% | +41.9% | 0.003% | |
7/8/2025 | Richard P Slaughter Associates Inc | 1,761 | $305K | 0.1% | -77.8% | 0.001% | |
7/8/2025 | Ballew Advisors Inc | 12,254 | $2.15M | 1.3% | +1.5% | 0.010% | |
7/8/2025 | NBC Securities Inc. | 7,219 | $1.25M | 0.1% | -2.2% | 0.006% | |
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7/8/2025 | Legacy Private Trust Co. | 12,091 | $2.10M | 0.1% | +3.8% | 0.010% | |
7/8/2025 | Parallel Advisors LLC | 26,016 | $4.51M | 0.1% | -1.3% | 0.021% | |
7/7/2025 | Accelerate Investment Advisors LLC | 4,246 | $736K | 0.5% | +7.9% | 0.003% | |
7/7/2025 | First Citizens Financial Corp | 92,630 | $16.05M | 8.8% | -10.5% | 0.074% | |
7/7/2025 | Retirement Wealth Solutions LLC | 9,759 | $1.69M | 1.2% | -4.7% | 0.008% | |
7/7/2025 | Nova Wealth Management Inc. | 12,286 | $2.13M | 1.6% | +12.3% | 0.010% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,580 | $967K | 0.1% | +11.4% | 0.004% | |
7/7/2025 | Centurion Wealth Management LLC | 10,419 | $1.81M | 0.5% | -10.8% | 0.008% | |
7/7/2025 | RDA Financial Network | 3,202 | $555K | 0.1% | -2.0% | 0.003% | |
7/3/2025 | TrueWealth Advisors LLC | 4,087 | $708K | 0.2% | -2.2% | 0.003% | |
7/2/2025 | Dentgroup LLC | 2,649 | $459K | 0.3% | -20.0% | 0.002% | |
7/2/2025 | Central Pacific Bank Trust Division | 46,893 | $8.13M | 1.0% | +25.1% | 0.038% | |
7/1/2025 | Park National Corp OH | 5,940 | $1.03M | 0.0% | -1.8% | 0.005% | |
7/1/2025 | Harbor Investment Advisory LLC | 6,178 | $1.07M | 0.1% | +34.0% | 0.005% | |
7/1/2025 | Private Client Services LLC | 4,207 | $729K | 0.3% | +11.6% | 0.003% | |
7/1/2025 | Bush Investment Group LLC | 6,979 | $1.21M | 0.8% | -16.5% | 0.006% | |
6/4/2025 | First Hawaiian Bank | 27,085 | $3.80M | 0.2% | +60.4% | 0.022% | |
6/3/2025 | Invst LLC | 30,067 | $4.22M | 0.6% | -41.0% | 0.024% | |
6/2/2025 | Modern Wealth Management LLC | 80,590 | $11.32M | 0.4% | +11.4% | 0.064% | |
5/29/2025 | Nova Wealth Management Inc. | 10,936 | $1.54M | 1.3% | +9.3% | 0.009% | |
5/29/2025 | Apeiron RIA LLC | 20,625 | $2.90M | 0.9% | -19.9% | 0.016% | |
5/28/2025 | Intrua Financial LLC | 3,327 | $467K | 0.1% | -18.9% | 0.003% | |
5/27/2025 | Carderock Capital Management Inc. | 2,875 | $404K | 0.1% | -4.2% | 0.002% | |
5/22/2025 | Rollins Financial Advisors LLC | 67,068 | $9.42M | 1.6% | -4.9% | 0.053% | |
5/22/2025 | Kilter Group LLC | 33,901 | $4.76M | 3.1% | +3.2% | 0.027% | |
5/21/2025 | Westbourne Investments Inc. | 12,010 | $1.69M | 1.0% | -2.0% | 0.010% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 33,438 | $4.70M | 0.9% | +2.5% | 0.027% | |
5/20/2025 | Belpointe Asset Management LLC | 9,823 | $1.38M | 0.1% | N/A | 0.008% | |
5/20/2025 | Focus Partners Wealth | 15,215 | $2.14M | 0.0% | +11.9% | 0.012% | |
5/20/2025 | Integrity Alliance LLC. | 114,697 | $16.11M | 0.6% | +46.2% | 0.091% | |
5/20/2025 | Glenview Trust co | 16,211 | $2.28M | 0.0% | -34.2% | 0.013% | |
5/19/2025 | Advisory Alpha LLC | 8,342 | $1.17M | 0.0% | -1.9% | 0.007% | |
5/19/2025 | Client 1ST Advisory Group LLC | 14,495 | $2.04M | 0.8% | +6.3% | 0.011% | |
5/19/2025 | SCS Capital Management LLC | 2,385 | $335K | 0.0% | N/A | 0.002% | |
5/16/2025 | Prostatis Group LLC | 26,320 | $3.70M | 1.2% | -49.7% | 0.021% | |
5/16/2025 | Semmax Financial Advisors Inc. | 3,028 | $449K | 0.1% | +4.6% | 0.002% | |
5/16/2025 | Ascent Group LLC | 158,880 | $22.31M | 1.0% | +251.7% | 0.126% | |
5/16/2025 | Arete Wealth Advisors LLC | 5,045 | $708K | 0.1% | +20.3% | 0.004% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 2,618 | $368K | 0.0% | +101.5% | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 322,863 | $45.34M | 1.7% | +597.9% | 0.256% | |
5/16/2025 | Goldman Sachs Group Inc. | 584,484 | $82.09M | 0.0% | +0.2% | 0.474% | |
5/16/2025 | Jones Financial Companies Lllp | 59,576 | $8.37M | 0.0% | -42.1% | 0.047% | |
5/16/2025 | Redwood Financial Network Corp | 9,931 | $1.40M | 1.1% | +27.8% | 0.008% | |
5/16/2025 | Pinnacle Family Advisors LLC | 2,063 | $290K | 0.2% | +19.2% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 575,669 | $80.85M | 0.5% | +9.3% | 0.457% | |
5/16/2025 | Integrated Wealth Concepts LLC | 120,996 | $16.99M | 0.2% | +3.8% | 0.096% | |
5/16/2025 | Clark Capital Management Group Inc. | 2,247 | $316K | 0.0% | +9.7% | 0.002% | |
5/16/2025 | Concorde Asset Management LLC | 13,655 | $1.90M | 1.0% | +4.7% | 0.011% | |
5/16/2025 | Copperleaf Capital LLC | 11,401 | $1.60M | 1.0% | +6.6% | 0.009% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 2,505 | $352K | 0.0% | -6.0% | 0.002% | |
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5/16/2025 | AQR Capital Management LLC | 10,066 | $1.41M | 0.0% | +58.1% | 0.008% | |
5/16/2025 | AlTi Global Inc. | 5,807 | $816K | 0.0% | -15.2% | 0.005% | |
5/16/2025 | Ancora Advisors LLC | 32,669 | $4.59M | 0.1% | +15.3% | 0.026% | |
5/16/2025 | Aprio Wealth Management LLC | 7,623 | $1.07M | 0.1% | +35.5% | 0.006% | |
5/15/2025 | Promethium Advisors LLC | 16,535 | $2.32M | 1.5% | -2.0% | 0.013% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 41,371 | $5.81M | 0.0% | -4.0% | 0.033% | |
5/15/2025 | EP Wealth Advisors LLC | 16,739 | $2.35M | 0.0% | -5.5% | 0.013% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 3,546 | $498K | 0.0% | +54.2% | 0.003% | |
5/15/2025 | One Wealth Capital Management LLC | 18,906 | $2.66M | 1.4% | -0.6% | 0.015% | |
5/15/2025 | Ameriflex Group Inc. | 6,669 | $937K | 0.4% | +66.4% | 0.005% | |