10/17/2025 | Annex Advisory Services LLC | 2,640 | $220K | 0.0% | N/A | 0.009% | |
10/17/2025 | Private Wealth Management Group LLC | 129,065 | $10.77M | 3.0% | -2.5% | 0.441% | |
10/17/2025 | Total Wealth Planning LLC | 99,704 | $8.32M | 1.0% | -2.3% | 0.341% | |
10/16/2025 | Burney Co. | 10,005 | $835K | 0.0% | +286.9% | 0.034% | |
10/16/2025 | Marotta Asset Management | 51,609 | $4.32M | 0.8% | -3.7% | 0.176% | |
10/16/2025 | Sharper & Granite LLC | 9,715 | $810K | 0.3% | +42.9% | 0.033% | |
10/16/2025 | Wallace Advisory Group LLC | 4,011 | $319K | 0.2% | -5.4% | 0.014% | |
10/15/2025 | CWM LLC | 143,303 | $11.95M | 0.0% | -6.9% | 0.490% | |
10/15/2025 | Marathon Mission Inc. | 124,176 | $10.36M | 6.2% | -0.6% | 0.425% | |
10/15/2025 | Capital Wealth Management LLC | 83,924 | $7M | 2.4% | +1.2% | 0.287% | |
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10/15/2025 | Weinberger Asset Management Inc | 10,747 | $896K | 0.3% | -8.6% | 0.037% | |
10/15/2025 | Brady Martz Wealth Solutions LLC | 14,705 | $1.23M | 0.2% | -1.2% | 0.050% | |
10/15/2025 | Atwood & Palmer Inc. | 737 | $61K | 0.0% | N/A | 0.003% | |
10/15/2025 | Brookstone Capital Management | 29,144 | $2.43M | 0.0% | -1.5% | 0.100% | |
10/15/2025 | Cypress Wealth Services LLC | 2,408 | $201K | 0.0% | -11.1% | 0.008% | |
10/15/2025 | MJT & Associates Financial Advisory Group Inc. | 353 | $29K | 0.0% | -29.3% | 0.001% | |
10/14/2025 | Apeiron RIA LLC | 3,991 | $328K | 0.1% | -7.4% | 0.014% | |
10/14/2025 | RTD Financial Advisors Inc. | 55,409 | $4.62M | 0.6% | -0.5% | 0.189% | |
10/14/2025 | Prism Advisors Inc. | 63,816 | $5.32M | 1.4% | -26.3% | 0.218% | |
10/14/2025 | Cultivar Capital Inc. | 3,480 | $290K | 0.2% | N/A | 0.012% | |
10/14/2025 | Farther Finance Advisors LLC | 17,701 | $1.48M | 0.0% | -11.1% | 0.060% | |
10/14/2025 | Juncture Wealth Strategies LLC | 15,141 | $1.26M | 0.4% | -9.3% | 0.052% | |
10/14/2025 | Confluence Investment Management LLC | 187,780 | $15.66M | 0.2% | -39.1% | 0.641% | |
10/14/2025 | Somerset Trust Co | 2,456 | $205K | 0.1% | N/A | 0.008% | |
10/10/2025 | Falcon Wealth Planning | 4,474 | $373K | 0.0% | -3.7% | 0.015% | |
10/9/2025 | Breakthru Advisory Services LLC | 2,540 | $212K | 0.1% | N/A | 0.009% | |
10/9/2025 | Waller Financial Planning Group Inc. | 63,646 | $5.31M | 1.2% | +1.8% | 0.217% | |
10/8/2025 | KWB Wealth | 4,516 | $359K | 0.0% | -96.2% | 0.015% | |
10/8/2025 | Balefire LLC | 3,080 | $257K | 0.1% | N/A | 0.011% | |
10/7/2025 | Canandaigua National Trust Co of Florida | 47,158 | $3.93M | 3.1% | -7.7% | 0.161% | |
10/7/2025 | Canandaigua National Bank & Trust Co. | 393,213 | $32.80M | 2.9% | -0.9% | 1.344% | |
10/7/2025 | Friday Financial | 5,705 | $476K | 0.2% | +25.1% | 0.020% | |
10/6/2025 | Collective Family Office LLC | 17,315 | $1.44M | 0.3% | -5.5% | 0.059% | |
10/6/2025 | HF Advisory Group LLC | 15,832 | $1.32M | 0.5% | +5.6% | 0.054% | |
10/6/2025 | Inspirion Wealth Advisors LLC | 4,313 | $343K | 0.1% | +9.1% | 0.015% | |
9/26/2025 | Corient Private Wealth LLC | 3,412 | $271K | 0.0% | N/A | 0.012% | |
9/26/2025 | Capital A Wealth Management LLC | 623 | $46K | 0.5% | +921.3% | 0.002% | |
9/9/2025 | Cambridge Financial Group LLC | 21,062 | $1.67M | 0.6% | +10.2% | 0.071% | |
9/4/2025 | Osaic Holdings Inc. | 104,869 | $8.31M | 0.0% | +21.7% | 0.354% | |
8/27/2025 | Orion Porfolio Solutions LLC | 14,192 | $1.13M | 0.0% | -14.8% | 0.048% | |
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8/25/2025 | Silverlake Wealth Management LLC | 6,670 | $530K | 0.2% | +15.1% | 0.022% | |
8/19/2025 | Asset Dedication LLC | 222,564 | $17.68M | 1.3% | -1.5% | 0.751% | |
8/18/2025 | Geneos Wealth Management Inc. | 41,449 | $3.29M | 0.1% | +1.0% | 0.140% | |
8/15/2025 | Tower Research Capital LLC TRC | 3,532 | $281K | 0.0% | -75.2% | 0.012% | |
8/15/2025 | Corient Private Wealth LLC | 3,412 | $271K | 0.0% | N/A | 0.012% | |
8/15/2025 | Equitable Holdings Inc. | 323,016 | $25.66M | 0.2% | +11.2% | 1.089% | |
8/15/2025 | Florida Financial Advisors LLC | 17,300 | $1.38M | 0.5% | -26.6% | 0.058% | |
8/15/2025 | Captrust Financial Advisors | 31,577 | $2.51M | 0.0% | -2.6% | 0.106% | |
8/15/2025 | Visionary Wealth Advisors | 20,624 | $1.64M | 0.1% | +22.5% | 0.070% | |
8/15/2025 | Smartleaf Asset Management LLC | 1,687 | $134K | 0.0% | +62.1% | 0.006% | |
8/15/2025 | Redwood Investment Management LLC | 4,357 | $346K | 0.0% | N/A | 0.015% | |
8/15/2025 | Orion Porfolio Solutions LLC | 14,192 | $1.13M | 0.0% | -14.8% | 0.048% | |
8/15/2025 | MML Investors Services LLC | 152,886 | $12.14M | 0.0% | +86.7% | 0.516% | |
8/15/2025 | IHT Wealth Management LLC | 196,259 | $15.59M | 0.4% | +3.8% | 0.662% | |
8/15/2025 | Great Valley Advisor Group Inc. | 19,994 | $1.59M | 0.0% | +3.3% | 0.067% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 28,250 | $2.25M | 0.6% | -24.7% | 0.095% | |
8/15/2025 | EP Wealth Advisors LLC | 20,305 | $1.61M | 0.0% | -45.4% | 0.068% | |
8/15/2025 | Benjamin Edwards Inc. | 714,877 | $56.78M | 0.7% | +26.2% | 2.411% | |
8/15/2025 | Bank of America Corp DE | 89,687 | $7.12M | 0.0% | +31.5% | 0.302% | |
8/15/2025 | Acas LLC | 4,310 | $356K | 0.2% | -7.7% | 0.015% | |
8/15/2025 | Ameriprise Financial Inc. | 123,000 | $9.76M | 0.0% | +7.6% | 0.415% | |
8/14/2025 | Raymond James Financial Inc. | 73,872 | $5.87M | 0.0% | -1.1% | 0.249% | |
8/14/2025 | German American Bancorp Inc. | 2,567 | $204K | 0.0% | -9.1% | 0.009% | |
8/14/2025 | FAS Wealth Partners Inc. | 588,546 | $46.75M | 3.5% | +5.8% | 1.985% | |
8/14/2025 | NewEdge Advisors LLC | 5,915 | $470K | 0.0% | -7.5% | 0.020% | |
8/14/2025 | Acorn Wealth Advisors LLC | 4,433 | $352K | 0.1% | +9.2% | 0.015% | |
8/14/2025 | Prestige Wealth Management Group LLC | 99,136 | $7.87M | 1.6% | +2.1% | 0.334% | |
8/14/2025 | Cary Street Partners Financial LLC | 122,769 | $9.75M | 0.3% | -8.7% | 0.414% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 15,746 | $1.25M | 0.6% | +12.6% | 0.053% | |
8/13/2025 | StoneX Group Inc. | 2,973 | $236K | 0.0% | N/A | 0.010% | |
8/13/2025 | Brown Advisory Inc. | 4,230 | $336K | 0.0% | -5.6% | 0.014% | |
8/13/2025 | IAG Wealth Partners LLC | 83,064 | $6.60M | 0.9% | +44.0% | 0.280% | |
8/13/2025 | WCG Wealth Advisors LLC | 92,410 | $7.34M | 0.5% | +4.2% | 0.312% | |
8/13/2025 | M&T Bank Corp | 3,090 | $245K | 0.0% | N/A | 0.010% | |
8/13/2025 | Balanced Wealth Group LLC | 152,171 | $12.21M | 5.3% | +7.5% | 0.513% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 53,576 | $4.26M | 0.0% | -3.0% | 0.181% | |
8/13/2025 | Stevens Capital Partners | 21,628 | $1.72M | 0.6% | -1.3% | 0.073% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 9,100 | $723K | 0.1% | -33.8% | 0.031% | |
8/13/2025 | Wambolt & Associates LLC | 10,359 | $838K | 0.3% | -1.6% | 0.035% | |
8/12/2025 | J.W. Cole Advisors Inc. | 5,176 | $411K | 0.0% | +38.4% | 0.017% | |
8/12/2025 | Financial Advocates Investment Management | 5,935 | $471K | 0.0% | +6.1% | 0.020% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 1,911 | $152K | 0.0% | +13.5% | 0.006% | |
8/12/2025 | Global Retirement Partners LLC | 12,953 | $1.03M | 0.0% | N/A | 0.044% | |
8/12/2025 | Titleist Asset Management LLC | 57,343 | $4.56M | 0.5% | N/A | 0.193% | |
8/12/2025 | MAI Capital Management | 17,623 | $1.40M | 0.0% | +26.6% | 0.059% | |
8/12/2025 | JPMorgan Chase & Co. | 22,208 | $1.76M | 0.0% | +42.0% | 0.075% | |
8/11/2025 | Wealthspire Advisors LLC | 19,727 | $1.57M | 0.0% | -4.0% | 0.066% | |
8/11/2025 | Perennial Investment Advisors LLC | 5,301 | $421K | 0.0% | -83.3% | 0.018% | |
8/11/2025 | Rockbridge Investment Management LCC | 88,202 | $7.01M | 0.8% | -5.2% | 0.294% | |
8/11/2025 | Portside Wealth Group LLC | 9,593 | $762K | 0.1% | -2.0% | 0.032% | |
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8/11/2025 | Mosaic Family Wealth Partners LLC | 2,669 | $212K | 0.0% | N/A | 0.009% | |
8/11/2025 | Western Wealth Management LLC | 2,655 | $211K | 0.0% | -42.6% | 0.009% | |
8/8/2025 | Kingsview Wealth Management LLC | 25,487 | $2.02M | 0.0% | +3.8% | 0.085% | |
8/8/2025 | Avantax Advisory Services Inc. | 104,770 | $8.32M | 0.0% | +19.0% | 0.349% | |
8/8/2025 | Cetera Investment Advisers | 209,018 | $16.60M | 0.0% | -16.3% | 0.697% | |
8/8/2025 | Creative Planning | 19,093 | $1.52M | 0.0% | +1.6% | 0.064% | |
8/8/2025 | WealthShield Partners LLC | 90,842 | $7.22M | 0.9% | -0.8% | 0.303% | |
8/8/2025 | Meridian Wealth Management LLC | 5,579 | $443K | 0.0% | -2.6% | 0.019% | |
8/8/2025 | Wrapmanager Inc. | 8,031 | $638K | 0.2% | +4.6% | 0.027% | |
8/8/2025 | Ignite Planners LLC | 28,240 | $2.30M | 0.3% | +0.9% | 0.094% | |