10/17/2025 | Kavar Capital Partners Group LLC | 262,115 | $7.31M | 1.0% | +7.3% | 0.038% | |
10/17/2025 | Coastwise Capital Group LLC | 40,859 | $1.14M | 0.8% | +8.5% | 0.006% | |
10/17/2025 | Arcadia Investment Advisors LLC | 57,968 | $1.62M | 0.8% | -3.0% | 0.008% | |
10/17/2025 | Valley National Advisers Inc. | 117,616 | $3.28M | 0.5% | -6.7% | 0.017% | |
10/17/2025 | Sunburst Financial Group LLC | 98,662 | $2.75M | 0.6% | -0.9% | 0.014% | |
10/17/2025 | Perigon Wealth Management LLC | 130,205 | $3.63M | 0.1% | -1.5% | 0.019% | |
10/17/2025 | Client 1ST Advisory Group LLC | 12,058 | $336K | 0.1% | +18.0% | 0.002% | |
10/17/2025 | Thompson Investment Management Inc. | 5,674 | $158K | 0.0% | +26.4% | 0.001% | |
10/17/2025 | Sovereign Financial Group Inc. | 20,198 | $564K | 0.1% | -4.5% | 0.003% | |
10/17/2025 | Mayflower Financial Advisors LLC | 7,268 | $203K | 0.0% | N/A | 0.001% | |
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10/17/2025 | FSM Wealth Advisors LLC | 98,256 | $2.74M | 0.4% | -1.9% | 0.014% | |
10/17/2025 | Apella Capital LLC | 46,572 | $1.30M | 0.0% | +324.8% | 0.007% | |
10/17/2025 | Valley Forge Investment Consultants Inc. ADV | 195,654 | $5.46M | 1.6% | -1.0% | 0.028% | |
10/17/2025 | Apollon Wealth Management LLC | 171,813 | $4.79M | 0.1% | +36.2% | 0.025% | |
10/16/2025 | Columbus Macro LLC | 76,170 | $2.13M | 0.2% | -1.6% | 0.011% | |
10/16/2025 | Townsend Asset Management Corp NC ADV | 19,587 | $546K | 0.2% | -2.3% | 0.003% | |
10/16/2025 | Fulton Breakefield Broenniman LLC | 46,302 | $1.29M | 0.1% | -3.4% | 0.007% | |
10/16/2025 | Stockman Wealth Management Inc. | 19,837 | $553K | 0.1% | -5.8% | 0.003% | |
10/16/2025 | Asset Planning Services Inc. LA ADV | 29,580 | $825K | 0.3% | +4.1% | 0.004% | |
10/16/2025 | Gleason Group Inc. | 116,860 | $3.26M | 0.3% | -6.3% | 0.017% | |
10/16/2025 | SWS Partners | 71,788 | $2.00M | 0.5% | +1.1% | 0.010% | |
10/16/2025 | CRA Financial Services LLC | 66,487 | $1.86M | 0.3% | -2.2% | 0.010% | |
10/16/2025 | LifeSteps Financial Inc. | 12,356 | $345K | 0.2% | +4.4% | 0.002% | |
10/16/2025 | Litman Gregory Wealth Management LLC | 20,872 | $582K | 0.0% | -3.5% | 0.003% | |
10/16/2025 | HBK Sorce Advisory LLC | 106,349 | $3.02M | 0.1% | +6.5% | 0.015% | |
10/16/2025 | 25 LLC | 7,904 | $221K | 0.1% | N/A | 0.001% | |
10/16/2025 | Blue Trust Inc. | 7,120 | $199K | 0.0% | +18.1% | 0.001% | |
10/16/2025 | Whitaker Myers Wealth Managers LTD. | 29,036 | $810K | 0.2% | -17.2% | 0.004% | |
10/16/2025 | Twele Capital Management Inc. | 31,566 | $881K | 0.2% | -1.3% | 0.005% | |
10/15/2025 | IFS Advisors LLC | 52,281 | $1.46M | 0.9% | +3.8% | 0.008% | |
10/15/2025 | CWM LLC | 200,647 | $5.60M | 0.0% | -3.9% | 0.029% | |
10/15/2025 | Patriot Investment Management Group Inc. | 316,540 | $8.83M | 0.6% | -0.4% | 0.046% | |
10/15/2025 | Gemmer Asset Management LLC | 1,319,841 | $36.82M | 3.0% | +0.6% | 0.192% | |
10/15/2025 | Robbins Farley | 3,377 | $94K | 0.0% | +31.5% | 0.000% | |
10/15/2025 | Curbstone Financial Management Corp | 316,502 | $8.83M | 1.7% | -0.2% | 0.046% | |
10/15/2025 | World Investment Advisors | 59,959 | $1.67M | 0.0% | -11.3% | 0.009% | |
10/15/2025 | Brookstone Capital Management | 14,066 | $392K | 0.0% | -52.3% | 0.002% | |
10/15/2025 | Triangle Securities Wealth Management | 115,428 | $3.22M | 0.7% | +0.6% | 0.017% | |
10/15/2025 | Friedenthal Financial | 257,057 | $7.17M | 3.7% | +2.9% | 0.037% | |
10/15/2025 | Cornerstone Wealth Advisors Inc. | 20,297 | $566K | 0.1% | -2.8% | 0.003% | |
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10/15/2025 | Plancorp LLC | 175,454 | $4.90M | 0.2% | -13.2% | 0.025% | |
10/15/2025 | Crescent Sterling Ltd. | 33,306 | $929K | 1.0% | -3.6% | 0.005% | |
10/15/2025 | Enclave Advisors LLC | 27,792 | $775K | 0.1% | -10.7% | 0.004% | |
10/15/2025 | Revisor Wealth Management LLC | 15,481 | $436K | 0.2% | -16.2% | 0.002% | |
10/15/2025 | MJT & Associates Financial Advisory Group Inc. | 5,984 | $167K | 0.1% | -24.3% | 0.001% | |
10/15/2025 | Veery Capital LLC | 9,346 | $261K | 0.1% | -5.9% | 0.001% | |
10/14/2025 | Tactive Advisors LLC | 19,787 | $552K | 0.2% | -5.1% | 0.003% | |
10/14/2025 | Revolve Wealth Partners LLC | 89,366 | $2.49M | 0.3% | +0.6% | 0.013% | |
10/14/2025 | Voisard Asset Management Group Inc. | 26,269 | $733K | 0.2% | -1.8% | 0.004% | |
10/14/2025 | Great Waters Wealth Management | 42,196 | $1.18M | 0.1% | -7.8% | 0.006% | |
10/14/2025 | OLD National Bancorp IN | 701,798 | $19.58M | 0.3% | -1.0% | 0.102% | |
10/14/2025 | Matrix Trust Co | 541,906 | $15.12M | 2.4% | +0.5% | 0.079% | |
10/14/2025 | Farther Finance Advisors LLC | 81,826 | $2.28M | 0.0% | -10.9% | 0.012% | |
10/14/2025 | Juncture Wealth Strategies LLC | 72,016 | $2.01M | 0.7% | -15.7% | 0.010% | |
10/14/2025 | Elevation Wealth Partners LLC | 39,108 | $1.09M | 0.4% | +3.1% | 0.006% | |
10/14/2025 | Berger Financial Group Inc | 14,955 | $417K | 0.0% | -7.0% | 0.002% | |
10/14/2025 | HBK Sorce Advisory LLC | 101,318 | $2.87M | 0.1% | +1.4% | 0.015% | |
10/14/2025 | Bernard Wealth Management Corp. | 218,939 | $6.11M | 2.6% | +0.8% | 0.032% | |
10/14/2025 | BlueSky Wealth Advisors LLC | 984,833 | $27.48M | 3.7% | +0.2% | 0.143% | |
10/14/2025 | Exchange Traded Concepts LLC | 650,909 | $18.16M | 0.2% | +10,737.6% | 0.095% | |
10/14/2025 | Foster Group Inc. | 103,713 | $2.89M | 0.1% | +4.1% | 0.015% | |
10/14/2025 | Harbor Group Inc. | 103,412 | $2.89M | 0.5% | -3.6% | 0.015% | |
10/14/2025 | Accelerate Investment Advisors LLC | 100,061 | $2.79M | 1.9% | +8.8% | 0.015% | |
10/14/2025 | Capital Insight Partners LLC | 75,141 | $2.10M | 0.3% | +12.2% | 0.011% | |
10/14/2025 | TCI Wealth Advisors Inc. | 14,872 | $415K | 0.0% | +4.1% | 0.002% | |
10/10/2025 | Diversified Enterprises LLC | 29,223 | $815K | 0.1% | -10.7% | 0.004% | |
10/10/2025 | Fifth Third Securities Inc. | 203,717 | $5.68M | 0.4% | +1.6% | 0.030% | |
10/10/2025 | Spinnaker Investment Group LLC | 58,836 | $1.64M | 0.3% | +70.4% | 0.009% | |
10/10/2025 | Charles Schwab Trust Co | 746,017 | $20.81M | 1.4% | +7.0% | 0.108% | |
10/10/2025 | Sound Income Strategies LLC | 1,376 | $39K | 0.0% | -50.7% | 0.000% | |
10/10/2025 | BNC Wealth Management LLC | 51,299 | $1.43M | 0.4% | -10.2% | 0.007% | |
10/10/2025 | Seneca House Advisors | 12,593 | $351K | 0.1% | N/A | 0.002% | |
10/10/2025 | Legacy Wealth Management Inc | 890,688 | $24.85M | 1.5% | -21.2% | 0.129% | |
10/10/2025 | Foster Victor Wealth Advisors LLC | 139,467 | $3.94M | 0.2% | N/A | 0.020% | |
10/10/2025 | Myecfo LLC | 34,581 | $965K | 0.4% | -6.9% | 0.005% | |
10/10/2025 | Red Door Wealth Management LLC | 28,870 | $805K | 0.1% | +21.6% | 0.004% | |
10/10/2025 | Selective Wealth Management Inc. | 10,221 | $286K | 0.1% | -3.7% | 0.001% | |
10/10/2025 | Abound Wealth Management | 135,142 | $3.77M | 0.9% | -0.4% | 0.020% | |
10/10/2025 | Focus Financial Network Inc. | 432,896 | $12.08M | 0.4% | +0.3% | 0.063% | |
10/10/2025 | Signal Advisors Wealth LLC | 16,022 | $447K | 0.0% | -6.0% | 0.002% | |
10/9/2025 | Cascade Investment Advisors Inc. | 8,618 | $240K | 0.1% | -30.9% | 0.001% | |
10/9/2025 | AdvisorNet Financial Inc | 33,715 | $941K | 0.1% | +10.0% | 0.005% | |
10/9/2025 | Sprinkle Financial Consultants LLC | 49,704 | $1.39M | 0.8% | +0.8% | 0.007% | |
10/9/2025 | Newman Dignan & Sheerar Inc. | 129,408 | $3.61M | 0.8% | -2.4% | 0.019% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 15,552 | $434K | 0.0% | -19.3% | 0.002% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 50,443 | $1.41M | 0.2% | -17.8% | 0.007% | |
10/9/2025 | Peak Financial Management Inc. | 11,079 | $309K | 0.1% | +12.1% | 0.002% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 962,142 | $26.84M | 0.8% | -4.1% | 0.140% | |
10/9/2025 | Fermata Advisors LLC | 21,312 | $595K | 0.2% | +7.4% | 0.003% | |
10/9/2025 | Guardian Financial Partners LLC | 94,438 | $2.64M | 1.1% | +2.6% | 0.014% | |
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10/9/2025 | Archer Investment Management LLC | 34,788 | $971K | 0.6% | -18.6% | 0.005% | |
10/9/2025 | Embree Financial Group | 139,916 | $3.90M | 0.5% | -4.1% | 0.020% | |
10/9/2025 | Riversedge Advisors LLC | 157,191 | $4.39M | 0.7% | -20.7% | 0.023% | |
10/9/2025 | Peterson Wealth Advisors LLC | 41,562 | $1.16M | 0.2% | -5.3% | 0.006% | |
10/8/2025 | ZynergyRetirementPlanningLLC | 571,869 | $15.96M | 10.1% | +0.9% | 0.083% | |
10/8/2025 | Asset Allocation Strategies LLC | 156,115 | $4.36M | 0.9% | +10.8% | 0.023% | |
10/8/2025 | Fiduciary Alliance LLC | 21,307 | $594K | 0.0% | -5.0% | 0.003% | |
10/8/2025 | Wealth Group Ltd | 77,448 | $2.16M | 0.5% | -2.0% | 0.011% | |
10/8/2025 | Wedmont Private Capital | 54,789 | $1.53M | 0.1% | +29.5% | 0.008% | |
10/8/2025 | Chesley Taft & Associates LLC | 18,718 | $522K | 0.0% | +9.4% | 0.003% | |