7/14/2025 | Park Avenue Securities LLC | 22,151 | $1.12M | 0.0% | N/A | 0.003% | |
7/14/2025 | Cathy Pareto & Associates Inc. | 123,787 | $6.27M | 5.2% | +13.2% | 0.020% | |
7/14/2025 | Sowell Financial Services LLC | 128,670 | $6.52M | 0.3% | +3.7% | 0.020% | |
7/14/2025 | Physician Wealth Advisors Inc. | 6,385 | $324K | 0.1% | -19.6% | 0.001% | |
7/11/2025 | Petredis Investment Advisors LLC | 21,067 | $1.07M | 0.1% | N/A | 0.003% | |
7/11/2025 | Skyline Advisors Inc. | 101,703 | $5.15M | 1.9% | +10.0% | 0.016% | |
7/11/2025 | Scott Capital Advisors LLC | 253,142 | $12.79M | 3.5% | +3.8% | 0.040% | |
7/11/2025 | Farther Finance Advisors LLC | 76,753 | $3.89M | 0.1% | +81.1% | 0.012% | |
7/11/2025 | Silver Oak Securities Incorporated | 39,257 | $1.99M | 0.2% | -24.9% | 0.006% | |
7/11/2025 | CX Institutional | 30,759 | $1.56M | 0.1% | -17.1% | 0.005% | |
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7/11/2025 | Windsor Capital Management LLC | 103,194 | $5.23M | 1.5% | -4.2% | 0.016% | |
7/11/2025 | UMB Bank n.a. | 28,291 | $1.43M | 0.0% | -19.0% | 0.004% | |
7/11/2025 | Weatherly Asset Management L. P. | 481,731 | $24.41M | 2.1% | +1.9% | 0.076% | |
7/11/2025 | Thomasville National Bank | 411,196 | $20.84M | 1.4% | -3.3% | 0.065% | |
7/11/2025 | LongView Wealth Management | 4,721 | $239K | 0.1% | N/A | 0.001% | |
7/11/2025 | Essex Savings Bank | 37,036 | $1.88M | 0.4% | +16.8% | 0.006% | |
7/11/2025 | Diversified Trust Co | 6,045 | $306K | 0.0% | N/A | 0.001% | |
7/11/2025 | International Private Wealth Advisors LLC | 18,228 | $924K | 0.8% | -5.2% | 0.003% | |
7/11/2025 | Matthew Goff Investment Advisor LLC | 118,715 | $6.02M | 1.1% | +1.5% | 0.019% | |
7/10/2025 | White Wing Wealth Management | 398,396 | $20.19M | 13.7% | +3.2% | 0.063% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 119,582 | $6.05M | 2.2% | N/A | 0.019% | |
7/10/2025 | Three Seasons Wealth LLC | 5,970 | $303K | 0.0% | -95.5% | 0.001% | |
7/10/2025 | CWC Advisors LLC. | 5,468 | $277K | 0.1% | +5.1% | 0.001% | |
7/10/2025 | PMV Capital Advisers LLC | 8,515 | $432K | 1.0% | -4.5% | 0.001% | |
7/10/2025 | Security National Bank | 89,922 | $4.56M | 0.8% | +11,196.7% | 0.014% | |
7/10/2025 | Brady Family Wealth LLC | 27,520 | $1.40M | 0.4% | +3.9% | 0.004% | |
7/10/2025 | YHB Investment Advisors Inc. | 165,560 | $8.39M | 0.6% | +20.0% | 0.026% | |
7/10/2025 | Baker Tilly Wealth Management LLC | 8,364 | $424K | 0.2% | -63.8% | 0.001% | |
7/10/2025 | Exchange Traded Concepts LLC | 516,342 | $26.17M | 0.3% | -70.3% | 0.082% | |
7/10/2025 | Affiance Financial LLC | 16,202 | $821K | 0.2% | -1.4% | 0.003% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,853,875 | $346.12M | 0.6% | +22.6% | 1.084% | |
7/10/2025 | Atticus Wealth Management LLC | 10,797 | $547K | 0.1% | +10.4% | 0.002% | |
7/10/2025 | Moller Wealth Partners | 6,812 | $345K | 0.1% | N/A | 0.001% | |
7/10/2025 | American Financial Advisors LLC | 125,480 | $6.36M | 0.9% | +0.8% | 0.020% | |
7/10/2025 | Brooklyn FI LLC | 89,167 | $4.52M | 1.2% | +50.8% | 0.014% | |
7/10/2025 | Signal Advisors Wealth LLC | 7,870 | $399K | 0.0% | -7.1% | 0.001% | |
7/10/2025 | Focus Financial Network Inc. | 52,953 | $2.68M | 0.1% | +49.6% | 0.008% | |
7/10/2025 | Sovran Advisors LLC | 214,784 | $10.84M | 1.1% | +17.0% | 0.034% | |
7/9/2025 | Intelligence Driven Advisers LLC | 4,250 | $215K | 0.0% | -79.0% | 0.001% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 584,421 | $29.62M | 0.9% | +9.0% | 0.092% | |
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7/9/2025 | Lineweaver Wealth Advisors LLC | 20,850 | $1.06M | 0.2% | N/A | 0.003% | |
7/9/2025 | Channel Wealth LLC | 14,209 | $720K | 0.2% | -30.5% | 0.002% | |
7/9/2025 | Chesley Taft & Associates LLC | 81,169 | $4.11M | 0.2% | +15.6% | 0.013% | |
7/9/2025 | Sunpointe LLC | 18,082 | $916K | 0.4% | +6.4% | 0.003% | |
7/9/2025 | Procyon Advisors LLC | 57,643 | $2.92M | 0.3% | -11.0% | 0.009% | |
7/9/2025 | Fermata Advisors LLC | 43,468 | $2.20M | 0.6% | +1.2% | 0.007% | |
7/9/2025 | Keystone Wealth Services LLC | 13,161 | $667K | 0.2% | N/A | 0.002% | |
7/9/2025 | StrongBox Wealth LLC | 553,661 | $28.06M | 10.6% | +5.0% | 0.088% | |
7/9/2025 | Balefire LLC | 7,812 | $396K | 0.1% | -75.2% | 0.001% | |
7/9/2025 | Berkshire Bank | 566,156 | $28.69M | 6.5% | +3.2% | 0.090% | |
7/9/2025 | Krilogy Financial LLC | 241,952 | $12.26M | 0.7% | +3.0% | 0.038% | |
7/9/2025 | Fragasso Financial Advisors Inc | 22,698 | $1.15M | 0.1% | +7.3% | 0.004% | |
7/9/2025 | Fiduciary Alliance LLC | 18,130 | $919K | 0.1% | +18.5% | 0.003% | |
7/9/2025 | Bank of New Hampshire | 109,309 | $5.54M | 1.4% | -6.6% | 0.017% | |
7/9/2025 | Market Street Wealth Management Advisors LLC | 15,401 | $781K | 0.1% | -38.3% | 0.002% | |
7/9/2025 | Triumph Capital Management | 131,239 | $6.65M | 2.0% | +0.7% | 0.021% | |
7/9/2025 | Boyum Wealth Architects LLC | 21,051 | $1.07M | 0.8% | -27.1% | 0.003% | |
7/9/2025 | GEM Asset Management LLC | 8,049 | $406K | 0.2% | +4.0% | 0.001% | |
7/9/2025 | Lifestyle Asset Management Inc. | 13,667 | $693K | 0.3% | -12.2% | 0.002% | |
7/9/2025 | Client First Investment Management LLC | 5,062 | $257K | 0.2% | -8.2% | 0.001% | |
7/9/2025 | Sandy Cove Advisors LLC | 4,105 | $208K | 0.1% | N/A | 0.001% | |
7/9/2025 | Sandbox Financial Partners LLC | 171,315 | $8.68M | 2.7% | +2.2% | 0.027% | |
7/9/2025 | WealthCare Investment Partners LLC | 8,467 | $428K | 0.2% | -4.8% | 0.001% | |
7/8/2025 | Lpwm LLC | 354,315 | $17.96M | 5.2% | +11.1% | 0.056% | |
7/8/2025 | Little House Capital LLC | 169,961 | $8.61M | 2.2% | +5.8% | 0.027% | |
7/8/2025 | Ehrlich Financial Group | 11,481 | $582K | 0.4% | N/A | 0.002% | |
7/8/2025 | Choice Wealth Advisors LLC | 214,351 | $10.86M | 4.9% | +2.5% | 0.034% | |
7/8/2025 | Adamsbrown Wealth Consultants LLC | 62,414 | $3.16M | 0.9% | +37.5% | 0.010% | |
7/8/2025 | Rise Advisors LLC | 40,909 | $2.07M | 0.8% | +7.5% | 0.006% | |
7/8/2025 | Baker Ellis Asset Management LLC | 9,512 | $482K | 0.1% | -2.1% | 0.002% | |
7/8/2025 | Atwood & Palmer Inc. | 3,500 | $177K | 0.0% | -66.6% | 0.001% | |
7/8/2025 | Prism Advisors Inc. | 265,484 | $13.46M | 3.8% | -4.0% | 0.042% | |
7/8/2025 | Webster Bank N. A. | 63,571 | $3.22M | 0.3% | -48.5% | 0.010% | |
7/8/2025 | Richard P Slaughter Associates Inc | 75,078 | $3.81M | 0.8% | +5.5% | 0.012% | |
7/8/2025 | Goldstone Financial Group LLC | 208,909 | $10.55M | 1.4% | -0.7% | 0.033% | |
7/8/2025 | Apella Capital LLC | 205,930 | $10.40M | 0.3% | +954.9% | 0.033% | |
7/8/2025 | First International Bank & Trust | 111,573 | $5.66M | 2.0% | -10.9% | 0.018% | |
7/8/2025 | Legacy Private Trust Co. | 343,073 | $17.39M | 1.1% | -1.3% | 0.054% | |
7/8/2025 | GK Wealth Management LLC | 75,850 | $3.84M | 3.5% | -16.3% | 0.012% | |
7/8/2025 | Gallacher Capital Management LLC | 72,462 | $3.67M | 1.7% | +6.8% | 0.011% | |
7/8/2025 | Parallel Advisors LLC | 16,838 | $853K | 0.0% | +2.9% | 0.003% | |
7/8/2025 | Lowe Wealth Advisors LLC | 200,946 | $10.18M | 4.0% | +1.8% | 0.032% | |
7/7/2025 | O Connor Financial Group LLC | 127,340 | $6.43M | 2.8% | +31.7% | 0.020% | |
7/7/2025 | New Capital Management LP | 98,293 | $4.98M | 1.4% | +2.3% | 0.016% | |
7/7/2025 | Capital Asset Advisory Services LLC | 558,897 | $28.21M | 1.3% | +4.9% | 0.088% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 293,581 | $14.88M | 3.7% | +18.2% | 0.046% | |
7/7/2025 | First Citizens Financial Corp | 47,248 | $2.40M | 1.3% | -30.9% | 0.007% | |
7/7/2025 | Salem Investment Counselors Inc. | 49,260 | $2.50M | 0.1% | +2.8% | 0.008% | |
7/7/2025 | Peterson Wealth Advisors LLC | 932,776 | $47.27M | 7.8% | +0.1% | 0.148% | |
7/7/2025 | Centurion Wealth Management LLC | 10,160 | $515K | 0.1% | +2.0% | 0.002% | |
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7/2/2025 | HBW Advisory Services LLC | 159,093 | $8.06M | 1.0% | -5.5% | 0.025% | |
7/2/2025 | Helen Stephens Group LLC | 195,715 | $9.92M | 2.5% | -12.4% | 0.031% | |
7/2/2025 | Crumly & Associates Inc. | 356,139 | $18.05M | 4.4% | +6,371.7% | 0.057% | |
7/2/2025 | Howard Financial Services LTD. | 62,870 | $3.19M | 0.4% | -19.5% | 0.010% | |
7/1/2025 | Private Client Services LLC | 20,244 | $1.03M | 0.4% | N/A | 0.003% | |
7/1/2025 | BancFirst Trust & Investment Management | 51,376 | $2.60M | 1.2% | N/A | 0.008% | |
6/27/2025 | Goldman Sachs Group Inc. | 71,170 | $3.60M | 0.0% | N/A | 0.011% | |
6/17/2025 | Ridgepath Capital Management LLC | 293,851 | $14.88M | 7.2% | -16.3% | 0.048% | |
6/16/2025 | Maple Capital Management Inc. | 32,059 | $1.62M | 0.1% | +23.0% | 0.005% | |
6/10/2025 | Compass Financial Services Inc | 540,361 | $27.36M | 14.4% | +5.3% | 0.088% | |