10/15/2025 | TrueWealth Advisors LLC | 2,751 | $522K | 0.1% | -76.5% | 0.001% | |
10/15/2025 | CWM LLC | 151,029 | $28.65M | 0.1% | +1.1% | 0.039% | |
10/15/2025 | Busey Bank | 1,092 | $207K | 0.0% | -6.2% | 0.000% | |
10/15/2025 | SFM LLC | 3,295 | $625K | 0.4% | +25.3% | 0.001% | |
10/15/2025 | Granite Bay Wealth Management LLC | 164,763 | $31.26M | 8.1% | +12.0% | 0.043% | |
10/15/2025 | Cadent Capital Advisors LLC | 70,221 | $13.32M | 3.5% | +2.3% | 0.018% | |
10/15/2025 | JGP Wealth Management LLC | 6,403 | $1.22M | 0.1% | -4.6% | 0.002% | |
10/15/2025 | Curbstone Financial Management Corp | 37,733 | $7.16M | 1.4% | -1.3% | 0.010% | |
10/15/2025 | First PREMIER Bank | 19,683 | $3.73M | 0.8% | -0.8% | 0.005% | |
10/15/2025 | Milestone Asset Management LLC | 1,203 | $228K | 0.0% | -49.1% | 0.000% | |
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10/15/2025 | ZWJ Investment Counsel Inc. | 50,764 | $9.63M | 0.3% | -1.4% | 0.013% | |
10/15/2025 | Sagace Wealth Management LLC | 35,771 | $6.79M | 4.6% | +5.1% | 0.009% | |
10/15/2025 | Pure Portfolios Holdings LLC | 2,412 | $458K | 0.1% | +3.0% | 0.001% | |
10/15/2025 | Mascagni Wealth Management Inc. | 6,200 | $1.18M | 0.9% | -7.3% | 0.002% | |
10/15/2025 | World Investment Advisors | 26,585 | $5.04M | 0.1% | -0.8% | 0.007% | |
10/15/2025 | Cambridge Advisors Inc. | 6,021 | $1.14M | 0.2% | +1.1% | 0.002% | |
10/15/2025 | Atwood & Palmer Inc. | 42,777 | $8.12M | 0.5% | +2.2% | 0.011% | |
10/15/2025 | Brookstone Capital Management | 263,393 | $49.97M | 0.6% | -4.5% | 0.068% | |
10/15/2025 | Triangle Securities Wealth Management | 11,776 | $2.23M | 0.5% | -4.3% | 0.003% | |
10/15/2025 | Southland Equity Partners LLC | 1,385 | $263K | 0.1% | +11.8% | 0.000% | |
10/15/2025 | Founders Financial Securities LLC | 22,788 | $4.32M | 0.3% | -41.6% | 0.006% | |
10/15/2025 | Gilman Hill Asset Management LLC | 4,367 | $828K | 0.1% | -9.6% | 0.001% | |
10/15/2025 | Hanson & Doremus Investment Management | 236 | $45K | 0.0% | -23.4% | 0.000% | |
10/15/2025 | Manchester Financial Inc. | 92,901 | $17.62M | 3.5% | -37.8% | 0.024% | |
10/15/2025 | Vontobel Holding Ltd. | 27,769 | $5.27M | 0.0% | -5.8% | 0.007% | |
10/15/2025 | Davies Financial Advisors Inc. | 6,043 | $1.15M | 0.9% | -4.3% | 0.002% | |
10/15/2025 | Net Worth Advisory Group | 11,269 | $2.14M | 0.6% | -1.9% | 0.003% | |
10/15/2025 | Taylor & Morgan Wealth Management LLC | 26,813 | $5.09M | 3.1% | -8.5% | 0.007% | |
10/14/2025 | Tactive Advisors LLC | 6,668 | $1.27M | 0.4% | -74.2% | 0.002% | |
10/14/2025 | Key Client Fiduciary Advisors LLC | 4,336 | $823K | 0.3% | -1.6% | 0.001% | |
10/14/2025 | Wealth Alliance Advisory Group LLC | 2,838 | $538K | 0.1% | -20.0% | 0.001% | |
10/14/2025 | Revolve Wealth Partners LLC | 1,362 | $258K | 0.0% | -10.3% | 0.000% | |
10/14/2025 | Monument Capital Management | 10,440 | $1.98M | 0.5% | -14.7% | 0.003% | |
10/14/2025 | Voisard Asset Management Group Inc. | 7,575 | $1.44M | 0.3% | -51.2% | 0.002% | |
10/14/2025 | OLD National Bancorp IN | 9,314 | $1.77M | 0.0% | +3.2% | 0.002% | |
10/14/2025 | Ridgecrest Wealth Partners LLC | 1,088 | $206K | 0.1% | N/A | 0.000% | |
10/14/2025 | ADG Wealth Management Group LLC | 80,803 | $15.33M | 12.2% | +2.5% | 0.021% | |
10/14/2025 | Prism Advisors Inc. | 47,093 | $8.93M | 2.4% | +3.1% | 0.012% | |
10/14/2025 | Martel Wealth Advisors Inc | 18,031 | $3.42M | 0.6% | +2.3% | 0.005% | |
10/14/2025 | Farther Finance Advisors LLC | 162,176 | $30.77M | 0.5% | +69.0% | 0.042% | |
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10/14/2025 | Parcion Private Wealth LLC | 99,428 | $18.86M | 1.2% | N/A | 0.025% | |
10/14/2025 | Patton Fund Management Inc. | 114,815 | $21.78M | 3.9% | -7.0% | 0.029% | |
10/14/2025 | Precedent Wealth Partners LLC | 37,771 | $7.17M | 1.6% | +14.6% | 0.010% | |
10/14/2025 | Elevation Wealth Partners LLC | 3,970 | $753K | 0.3% | -1.7% | 0.001% | |
10/14/2025 | Berger Financial Group Inc | 2,678 | $508K | 0.0% | +2.6% | 0.001% | |
10/14/2025 | BigSur Wealth Management LLC | 15,284 | $2.90M | 0.7% | -3.8% | 0.004% | |
10/14/2025 | HBK Sorce Advisory LLC | 27,099 | $5.18M | 0.1% | +3.0% | 0.007% | |
10/14/2025 | S.A. Mason LLC | 1,419 | $269K | 0.1% | +7.6% | 0.000% | |
10/14/2025 | LongView Wealth Management | 3,288 | $624K | 0.2% | -26.6% | 0.001% | |
10/14/2025 | Arvest Investments Inc. | 252,054 | $47.82M | 6.9% | -2.0% | 0.065% | |
10/14/2025 | Exchange Traded Concepts LLC | 7,482 | $1.42M | 0.0% | -14.1% | 0.002% | |
10/14/2025 | Berkshire Money Management Inc. | 282,337 | $53.56M | 5.5% | +13.9% | 0.072% | |
10/14/2025 | Mendota Financial Group LLC | 55,849 | $10.60M | 7.9% | -8.4% | 0.014% | |
10/14/2025 | Private Client Services LLC | 17,033 | $3.23M | 1.1% | -64.0% | 0.004% | |
10/14/2025 | Retirement Income Solutions Inc. | 37,202 | $7.06M | 1.2% | -2.1% | 0.010% | |
10/14/2025 | Northwest Wealth Management LLC | 3,268 | $620K | 0.1% | +4.1% | 0.001% | |
10/14/2025 | Bridge Creek Capital Management LLC | 2,032 | $385K | 0.1% | -4.7% | 0.001% | |
10/14/2025 | Lake Hills Wealth Management LLC | 1,815 | $344K | 0.2% | -97.1% | 0.000% | |
10/14/2025 | Hixon Zuercher LLC | 2,982 | $566K | 0.2% | N/A | 0.001% | |
10/14/2025 | Fortitude Financial LLC | 11,677 | $2.22M | 1.4% | -10.5% | 0.003% | |
10/10/2025 | ABLE Financial Group LLC | 1,815 | $344K | 0.1% | -10.1% | 0.000% | |
10/10/2025 | Spinnaker Investment Group LLC | 1,123 | $213K | 0.0% | N/A | 0.000% | |
10/10/2025 | Sound Income Strategies LLC | 656 | $124K | 0.0% | -55.7% | 0.000% | |
10/10/2025 | Tilia Fiduciary Partners Inc. | 4,321 | $820K | 0.5% | -19.7% | 0.001% | |
10/10/2025 | Seneca House Advisors | 132,596 | $25.15M | 10.2% | -21.7% | 0.034% | |
10/10/2025 | Flputnam Investment Management Co. | 77,962 | $14.79M | 0.2% | -9.4% | 0.020% | |
10/10/2025 | Sharkey Howes & Javer | 7,002 | $1.33M | 0.2% | -22.0% | 0.002% | |
10/10/2025 | Clarity Financial LLC | 1,181 | $224K | 0.0% | -14.1% | 0.000% | |
10/10/2025 | Focused Wealth Management Inc | 71,093 | $13.49M | 1.4% | +0.4% | 0.018% | |
10/10/2025 | Matauro LLC | 122,848 | $23.30M | 3.7% | -0.1% | 0.031% | |
10/10/2025 | Fairvoy Private Wealth LLC | 119,761 | $22.72M | 5.2% | +24.3% | 0.031% | |
10/10/2025 | Quotient Wealth Partners LLC | 1,345 | $255K | 0.0% | -44.0% | 0.000% | |
10/10/2025 | Castleview Partners LLC | 1,987 | $377K | 0.2% | -9.8% | 0.001% | |
10/10/2025 | Advance Capital Management Inc. | 3,368 | $639K | 0.0% | -15.7% | 0.001% | |
10/10/2025 | Focus Financial Network Inc. | 31,630 | $6M | 0.2% | +1.2% | 0.008% | |
10/10/2025 | Signal Advisors Wealth LLC | 72,616 | $13.78M | 1.2% | +26.5% | 0.019% | |
10/10/2025 | Capitol Family Office Inc. | 5,322 | $1.01M | 1.2% | -5.2% | 0.001% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 4,863 | $923K | 0.0% | +101.1% | 0.001% | |
10/9/2025 | Independence Bank of Kentucky | 7,346 | $1.39M | 0.2% | -7.3% | 0.002% | |
10/9/2025 | AdvisorNet Financial Inc | 15,293 | $2.90M | 0.2% | +3.0% | 0.004% | |
10/9/2025 | Financial Enhancement Group LLC | 18,143 | $3.47M | 0.5% | -3.7% | 0.005% | |
10/9/2025 | Lifestyle Asset Management Inc. | 37,988 | $7.21M | 2.5% | -32.6% | 0.010% | |
10/9/2025 | Centurion Wealth Management LLC | 1,127 | $214K | 0.0% | N/A | 0.000% | |
10/9/2025 | L. Roy Papp & Associates LLP | 62,259 | $11.81M | 1.3% | -3.6% | 0.016% | |
10/9/2025 | Toth Financial Advisory Corp | 3,823 | $725K | 0.1% | +5.7% | 0.001% | |
10/9/2025 | Compton Wealth Advisory Group LLC | 98,561 | $18.70M | 4.3% | +0.9% | 0.025% | |
10/9/2025 | Louisbourg Investments Inc. | 15,350 | $2.91M | 0.6% | -35.1% | 0.004% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 29,117 | $5.52M | 0.1% | -6.6% | 0.007% | |
10/9/2025 | Phraction Management LLC | 5,858 | $1.11M | 0.3% | +48.6% | 0.002% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 29,920 | $5.68M | 0.7% | +9.4% | 0.008% | |
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10/9/2025 | Harbour Capital Advisors LLC | 2,047 | $390K | 0.1% | -33.8% | 0.001% | |
10/9/2025 | Peak Financial Management Inc. | 90,157 | $17.10M | 4.5% | +3.5% | 0.023% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 39,702 | $7.53M | 0.2% | -2.4% | 0.010% | |
10/9/2025 | Chapin Davis Inc. | 1,705 | $323K | 0.1% | N/A | 0.000% | |
10/9/2025 | Archer Investment Management LLC | 11,501 | $2.18M | 1.3% | +22.7% | 0.003% | |
10/9/2025 | Riversedge Advisors LLC | 137,184 | $26.02M | 4.4% | +5.1% | 0.035% | |
10/8/2025 | Genesis Private Wealth LLC | 25,315 | $4.80M | 2.0% | +0.9% | 0.006% | |
10/8/2025 | First County Bank CT | 1,947 | $369K | 0.2% | -6.8% | 0.000% | |
10/8/2025 | Marshall Financial Group LLC | 9,466 | $1.80M | 0.3% | -9.5% | 0.002% | |
10/8/2025 | Sterling Manor Financial LLC | 68,515 | $13.00M | 8.2% | +0.6% | 0.017% | |