7/11/2025 | Annex Advisory Services LLC | 10,508 | $1.10M | 0.0% | +60.3% | 0.003% | |
7/11/2025 | Skyline Advisors Inc. | 64,974 | $6.79M | 2.5% | -44.5% | 0.018% | |
7/11/2025 | Prosperity Planning Inc. | 22,978 | $2.40M | 0.7% | -18.0% | 0.006% | |
7/11/2025 | Bond & Devick Financial Network Inc. | 9,033 | $944K | 0.3% | -26.7% | 0.002% | |
7/11/2025 | Trinity Wealth Management LLC | 29,577 | $3.09M | 1.2% | -48.9% | 0.008% | |
7/11/2025 | Ullmann Wealth Partners Group LLC | 94,031 | $9.82M | 1.2% | +161.6% | 0.025% | |
7/11/2025 | BTC Capital Management Inc. | 73,831 | $7.71M | 0.6% | +19.6% | 0.020% | |
7/11/2025 | Orrstown Financial Services Inc. | 2,786 | $291K | 0.1% | N/A | 0.001% | |
7/11/2025 | Hilltop Wealth Advisors LLC | 3,522 | $368K | 0.2% | -18.1% | 0.001% | |
7/11/2025 | Physician Wealth Solutions Inc. | 25,080 | $2.62M | 1.2% | -32.9% | 0.007% | |
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7/11/2025 | Farther Finance Advisors LLC | 504,444 | $52.70M | 1.1% | +14.3% | 0.136% | |
7/11/2025 | CX Institutional | 137,825 | $14.40M | 0.5% | -49.8% | 0.037% | |
7/11/2025 | UMB Bank n.a. | 6,184 | $646K | 0.0% | +309.0% | 0.002% | |
7/11/2025 | AFG Fiduciary Services Limited Partnership | 8,241 | $859K | 0.2% | +2.1% | 0.002% | |
7/11/2025 | Myecfo LLC | 13,203 | $1.37M | 0.7% | -10.7% | 0.004% | |
7/11/2025 | Pinnacle Bancorp Inc. | 13,425 | $1.40M | 0.4% | +21.5% | 0.004% | |
7/11/2025 | My Legacy Advisors LLC | 31,426 | $3.28M | 1.2% | -3.3% | 0.008% | |
7/11/2025 | Rockwood Wealth Management LLC | 306,696 | $32.04M | 2.8% | +8,381.6% | 0.083% | |
7/11/2025 | LongView Wealth Management | 10,022 | $1.05M | 0.3% | -14.7% | 0.003% | |
7/11/2025 | SeaCrest Wealth Management LLC | 6,674 | $697K | 0.1% | -2.6% | 0.002% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 11,919 | $1.25M | 0.1% | +13.0% | 0.003% | |
7/11/2025 | MKD Wealth Coaches LLC | 21,087 | $2.20M | 2.3% | -1.2% | 0.006% | |
7/11/2025 | Grove Bank & Trust | 38,689 | $4.04M | 0.5% | -3.6% | 0.010% | |
7/11/2025 | Cypress Financial Planning LLC | 8,010 | $837K | 0.3% | +10.3% | 0.002% | |
7/10/2025 | Anderson Hoagland & Co. | 55,057 | $5.75M | 0.5% | N/A | 0.015% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 760 | $80K | 0.0% | N/A | 0.000% | |
7/10/2025 | Orgel Wealth Management LLC | 2,545,255 | $265.93M | 6.4% | -24.9% | 0.686% | |
7/10/2025 | AHL Investment Management Inc. | 25,036 | $2.62M | 1.7% | N/A | 0.007% | |
7/10/2025 | Legacy Financial Strategies LLC | 67,419 | $7.04M | 1.4% | -0.7% | 0.018% | |
7/10/2025 | Charter Oak Capital Management LLC | 3,706 | $387K | 0.0% | -32.0% | 0.001% | |
7/10/2025 | Voisard Asset Management Group Inc. | 26,168 | $2.73M | 0.7% | +179.2% | 0.007% | |
7/10/2025 | IMPACTfolio LLC | 68,065 | $7.11M | 3.4% | -3.7% | 0.018% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 10,088 | $1.05M | 0.1% | +7.3% | 0.003% | |
7/10/2025 | Envision Financial LLC | 7,126 | $745K | 0.5% | +26.0% | 0.002% | |
7/10/2025 | Bigelow Investment Advisors LLC | 4,792 | $501K | 0.2% | -10.7% | 0.001% | |
7/10/2025 | Affiance Financial LLC | 7,259 | $758K | 0.2% | +7.2% | 0.002% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 761,845 | $79.44M | 0.1% | +3.3% | 0.205% | |
7/10/2025 | Sharkey Howes & Javer | 21,926 | $2.29M | 0.3% | +10.6% | 0.006% | |
7/10/2025 | High Net Worth Advisory Group LLC | 5,402 | $564K | 0.1% | -28.7% | 0.001% | |
7/10/2025 | Moller Wealth Partners | 71,699 | $7.49M | 1.7% | +6.1% | 0.019% | |
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7/10/2025 | Wedmont Private Capital | 496,553 | $51.77M | 2.2% | +41.9% | 0.134% | |
7/10/2025 | Brooklyn FI LLC | 154,586 | $16.15M | 4.1% | +22.6% | 0.042% | |
7/10/2025 | Signal Advisors Wealth LLC | 5,408 | $565K | 0.0% | -20.7% | 0.001% | |
7/10/2025 | Professional Financial Advisors LLC | 19,333 | $2.02M | 0.5% | +4.8% | 0.005% | |
7/10/2025 | Focus Financial Network Inc. | 62,422 | $6.52M | 0.3% | -24.5% | 0.017% | |
7/10/2025 | Sovran Advisors LLC | 41,851 | $4.36M | 0.5% | +13.1% | 0.011% | |
7/9/2025 | Breakwater Investment Management | 10,807 | $1.13M | 0.4% | -9.6% | 0.003% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 30,597 | $3.20M | 0.1% | +2.2% | 0.008% | |
7/9/2025 | Lineweaver Wealth Advisors LLC | 17,144 | $1.79M | 0.3% | +11.0% | 0.005% | |
7/9/2025 | Pines Wealth Management LLC | 72,151 | $7.52M | 2.7% | +3.2% | 0.019% | |
7/9/2025 | Chesley Taft & Associates LLC | 145,181 | $15.17M | 0.7% | -18.0% | 0.039% | |
7/9/2025 | Seaside Wealth Management Inc. | 53,703 | $5.61M | 1.8% | -15.8% | 0.014% | |
7/9/2025 | Procyon Advisors LLC | 21,536 | $2.25M | 0.2% | -2.8% | 0.006% | |
7/9/2025 | Westshore Wealth LLC | 8,278 | $865K | 0.3% | +68.2% | 0.002% | |
7/9/2025 | Graves Light Lenhart Wealth Inc. | 16,654 | $1.74M | 0.2% | +71.2% | 0.004% | |
7/9/2025 | Pallas Capital Advisors LLC | 5,351 | $559K | 0.0% | -28.3% | 0.001% | |
7/9/2025 | Lifelong Wealth Advisors Inc. | 3,454 | $361K | 0.1% | N/A | 0.001% | |
7/9/2025 | Fermata Advisors LLC | 2,553 | $267K | 0.1% | N/A | 0.001% | |
7/9/2025 | Blodgett Wealth Advisors LLC | 2,739 | $286K | 0.2% | N/A | 0.001% | |
7/9/2025 | Keystone Wealth Services LLC | 16,995 | $1.78M | 0.4% | -6.2% | 0.005% | |
7/9/2025 | Divergent Planning LLC | 2,759 | $288K | 0.1% | N/A | 0.001% | |
7/9/2025 | Thrive Wealth Management LLC | 103,671 | $10.83M | 1.7% | +240.2% | 0.028% | |
7/9/2025 | Breakwater Capital Group | 16,098 | $1.68M | 0.3% | -16.2% | 0.004% | |
7/9/2025 | Balefire LLC | 2,877 | $301K | 0.1% | N/A | 0.001% | |
7/9/2025 | Catalyst Private Wealth LLC | 6,958 | $727K | 0.3% | N/A | 0.002% | |
7/9/2025 | Alesco Advisors LLC | 160,061 | $16.72M | 0.5% | -6.7% | 0.043% | |
7/9/2025 | Burt Wealth Advisors | 40,579 | $4.24M | 1.0% | -40.3% | 0.011% | |
7/9/2025 | Fragasso Financial Advisors Inc | 110,860 | $11.58M | 0.8% | -0.1% | 0.030% | |
7/9/2025 | Exchange Bank | 51,375 | $5.37M | 4.2% | -17.5% | 0.014% | |
7/9/2025 | GEM Asset Management LLC | 5,095 | $531K | 0.3% | -26.8% | 0.001% | |
7/9/2025 | Veracity Capital LLC | 9,798 | $1.02M | 0.4% | +83.9% | 0.003% | |
7/9/2025 | Bowman & Co S.C. | 9,545 | $997K | 0.4% | -57.0% | 0.003% | |
7/9/2025 | Riversedge Advisors LLC | 16,488 | $1.72M | 0.3% | -8.5% | 0.004% | |
7/9/2025 | Beacon Financial Group | 5,297 | $553K | 0.1% | +7.0% | 0.001% | |
7/9/2025 | Sandbox Financial Partners LLC | 4,998 | $522K | 0.2% | +3.3% | 0.001% | |
7/9/2025 | ACT Wealth Management LLC | 2,155 | $225K | 0.1% | -54.6% | 0.001% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 11,706 | $1.22M | 0.0% | -1.7% | 0.003% | |
7/8/2025 | Lpwm LLC | 22,859 | $2.39M | 0.7% | -55.5% | 0.006% | |
7/8/2025 | Little House Capital LLC | 5,564 | $581K | 0.1% | +2.1% | 0.001% | |
7/8/2025 | Ehrlich Financial Group | 8,477 | $886K | 0.6% | -2.9% | 0.002% | |
7/8/2025 | Juncture Wealth Strategies LLC | 16,026 | $1.67M | 0.6% | -16.6% | 0.004% | |
7/8/2025 | Next Level Private LLC | 2,980 | $311K | 0.1% | -5.6% | 0.001% | |
7/8/2025 | Braun Bostich & Associates Inc. | 3,729 | $390K | 0.3% | +69.7% | 0.001% | |
7/8/2025 | Atwood & Palmer Inc. | 826 | $86K | 0.0% | N/A | 0.000% | |
7/8/2025 | Advance Capital Management Inc. | 3,414 | $357K | 0.0% | +5.9% | 0.001% | |
7/8/2025 | Paladin Wealth LLC | 8,287 | $866K | 0.7% | +163.7% | 0.002% | |
7/8/2025 | RMR Wealth Builders | 171,467 | $17.92M | 1.6% | +5.7% | 0.046% | |
7/8/2025 | 21 West Wealth Management LLC | 58,013 | $6.06M | 6.1% | N/A | 0.016% | |
7/8/2025 | Apella Capital LLC | 175,564 | $18.31M | 0.5% | -17.8% | 0.047% | |
7/8/2025 | First International Bank & Trust | 20,006 | $2.09M | 0.7% | -26.9% | 0.005% | |
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7/8/2025 | Heartwood Wealth Advisors LLC | 12,257 | $1.28M | 0.1% | -11.9% | 0.003% | |
7/8/2025 | Legacy Private Trust Co. | 64,652 | $6.76M | 0.4% | +42.8% | 0.017% | |
7/8/2025 | Gradient Investments LLC | 127,921 | $13.37M | 0.2% | +96.7% | 0.034% | |
7/8/2025 | Gallacher Capital Management LLC | 2,924 | $306K | 0.1% | -4.3% | 0.001% | |
7/8/2025 | Twele Capital Management Inc. | 9,193 | $961K | 0.2% | +5.7% | 0.002% | |
7/8/2025 | Parallel Advisors LLC | 28,774 | $3.01M | 0.1% | +22.0% | 0.008% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 7,823 | $817K | 0.2% | +8.0% | 0.002% | |
7/7/2025 | Veery Capital LLC | 105,581 | $11.03M | 3.8% | -3.3% | 0.028% | |
7/7/2025 | Capital Asset Advisory Services LLC | 180,272 | $18.80M | 0.9% | +5.6% | 0.049% | |
7/7/2025 | HMS Capital Management LLC | 9,867 | $1.03M | 0.5% | +5.5% | 0.003% | |