7/18/2025 | Cooper Financial Group | 632,513 | $16.76M | 2.0% | +6.7% | 0.024% | |
7/18/2025 | Alley Investment Management Company LLC | 14,570 | $386K | 0.0% | -4.6% | 0.001% | |
7/18/2025 | Financial Consulate Inc. | 799,472 | $21.19M | 4.2% | +2.6% | 0.031% | |
7/18/2025 | Truist Financial Corp | 3,761,756 | $99.69M | 0.1% | +5.3% | 0.144% | |
7/18/2025 | Powers Advisory Group LLC | 665,788 | $17.64M | 7.8% | -2.2% | 0.026% | |
7/18/2025 | Pennsylvania Capital Management Inc. ADV | 88,342 | $2.34M | 0.7% | -5.5% | 0.003% | |
7/17/2025 | MBA Advisors LLC | 302,698 | $8.02M | 3.7% | +6.3% | 0.012% | |
7/17/2025 | Trivium Point Advisory LLC | 35,093 | $930K | 0.1% | -8.0% | 0.001% | |
7/17/2025 | Emerald Advisors LLC | 132,607 | $3.51M | 0.5% | +4.7% | 0.005% | |
7/17/2025 | Greenhouse Wealth Management LLC | 25,737 | $682K | 0.4% | -1.8% | 0.001% | |
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7/17/2025 | Robbins Farley | 295,635 | $7.83M | 3.6% | +4.6% | 0.011% | |
7/17/2025 | Mainsail Financial Group LLC | 127,314 | $3.42M | 1.6% | N/A | 0.005% | |
7/17/2025 | Greenleaf Trust | 8,739 | $232K | 0.0% | -9.3% | 0.000% | |
7/17/2025 | Halbert Hargrove Global Advisors LLC | 2,604 | $69K | 0.0% | -12.7% | 0.000% | |
7/17/2025 | XML Financial LLC | 420,582 | $11.15M | 1.0% | +1.2% | 0.016% | |
7/17/2025 | HCR Wealth Advisors | 7,937 | $210K | 0.0% | +10.4% | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 166,576 | $4.41M | 0.1% | +32.1% | 0.006% | |
7/17/2025 | HB Wealth Management LLC | 1,439,980 | $38.16M | 0.3% | -5.5% | 0.055% | |
7/17/2025 | Janney Capital Management LLC | 67,892 | $1.80M | 0.1% | -1.2% | 0.003% | |
7/17/2025 | Janney Montgomery Scott LLC | 1,140,296 | $30.22M | 0.1% | +2.3% | 0.044% | |
7/17/2025 | Venture Visionary Partners LLC | 1,273,322 | $33.74M | 1.3% | -1.3% | 0.049% | |
7/17/2025 | Smith Anglin Financial LLC | 123,593 | $3.28M | 0.3% | -3.2% | 0.005% | |
7/17/2025 | Cyr Financial Inc. | 234,041 | $6.20M | 4.8% | +9.2% | 0.009% | |
7/17/2025 | Baron Silver Stevens Financial Advisors LLC | 184,748 | $4.90M | 0.8% | -4.9% | 0.007% | |
7/17/2025 | Montis Financial LLC | 498,216 | $13.20M | 3.7% | +31.2% | 0.019% | |
7/17/2025 | Fifth Third Securities Inc. | 148,647 | $3.94M | 0.3% | -4.3% | 0.006% | |
7/17/2025 | Prepared Retirement Institute LLC | 551,977 | $14.63M | 8.6% | +2.0% | 0.021% | |
7/17/2025 | GC Wealth Management RIA LLC | 12,894 | $342K | 0.0% | +28.5% | 0.000% | |
7/17/2025 | Enclave Advisors LLC | 88,531 | $2.35M | 0.4% | -5.8% | 0.003% | |
7/17/2025 | Olympus Wealth Management LLC | 478,107 | $12.67M | 4.3% | +10.3% | 0.018% | |
7/17/2025 | Albion Financial Group UT | 882,802 | $23.39M | 1.5% | +56.5% | 0.034% | |
7/17/2025 | Sound Income Strategies LLC | 6,219 | $165K | 0.0% | -18.7% | 0.000% | |
7/17/2025 | Vermillion Wealth Management Inc. | 140,016 | $3.71M | 1.8% | +10.8% | 0.005% | |
7/17/2025 | Scott & Selber Inc. | 97,224 | $2.58M | 0.7% | -1.1% | 0.004% | |
7/17/2025 | Global Trust Asset Management LLC | 13,465 | $357K | 0.2% | +76.6% | 0.001% | |
7/17/2025 | Investment Advisory Services Inc. TX ADV | 357,030 | $9.46M | 3.2% | -30.3% | 0.014% | |
7/17/2025 | Smith Salley Wealth Management | 8,405 | $223K | 0.0% | -72.2% | 0.000% | |
7/17/2025 | Johnson & White Wealth Management LLC | 292,611 | $7.75M | 3.9% | +5.9% | 0.011% | |
7/17/2025 | San Luis Wealth Advisors LLC | 51,656 | $1.37M | 0.3% | +8.8% | 0.002% | |
7/17/2025 | Grandview Asset Management LLC | 11,589 | $307K | 0.1% | -4.6% | 0.000% | |
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7/17/2025 | Beacon Capital Management LLC | 24,098 | $639K | 0.1% | -9.3% | 0.001% | |
7/17/2025 | Patton Albertson Miller Group LLC | 17,431 | $462K | 0.1% | -9.0% | 0.001% | |
7/17/2025 | Sonora Investment Management Group LLC | 39,160 | $1.04M | 0.1% | +9.9% | 0.002% | |
7/17/2025 | Barry Investment Advisors LLC | 207,441 | $5.50M | 1.4% | +4.6% | 0.008% | |
7/17/2025 | Clay Northam Wealth Management LLC | 384,554 | $10.19M | 6.5% | -1.5% | 0.015% | |
7/17/2025 | Worth Financial Advisory Group LLC | 125,626 | $3.33M | 2.0% | +1.3% | 0.005% | |
7/17/2025 | Financial Designs Corp | 118,469 | $3.14M | 1.9% | +2.0% | 0.005% | |
7/17/2025 | Avior Wealth Management LLC | 424,709 | $11.25M | 0.4% | +1.0% | 0.016% | |
7/17/2025 | Clear Point Advisors Inc. | 27,202 | $721K | 0.6% | -9.4% | 0.001% | |
7/17/2025 | XY Planning Network Inc. | 49,563 | $1.31M | 0.4% | +20.0% | 0.002% | |
7/17/2025 | Charles Schwab Trust Co | 402,732 | $10.67M | 0.8% | +12.7% | 0.015% | |
7/17/2025 | Hengehold Capital Management LLC | 956,120 | $25.34M | 2.3% | +5.0% | 0.037% | |
7/17/2025 | Tiller Private Wealth Inc. | 22,619 | $600K | 0.2% | -16.7% | 0.001% | |
7/17/2025 | SFM LLC | 116,257 | $3.08M | 2.0% | +9.2% | 0.004% | |
7/17/2025 | Michels Family Financial LLC | 228,501 | $6.06M | 5.2% | +0.7% | 0.009% | |
7/17/2025 | KG&L Capital Management LLC | 18,887 | $501K | 0.1% | +64.1% | 0.001% | |
7/17/2025 | LVW Advisors LLC | 3,323,058 | $88.06M | 9.6% | -6.1% | 0.127% | |
7/16/2025 | Kiley Juergens Wealth Management LLC | 560,252 | $14.85M | 3.4% | +3.9% | 0.021% | |
7/16/2025 | Diversified Enterprises LLC | 4,560,879 | $120.86M | 9.0% | +8.5% | 0.175% | |
7/16/2025 | Cahaba Wealth Management Inc. | 16,018 | $424K | 0.0% | N/A | 0.001% | |
7/16/2025 | Squire Investment Management Company LLC | 34,359 | $911K | 0.3% | +5.8% | 0.001% | |
7/16/2025 | Townsend Asset Management Corp NC ADV | 63,177 | $1.67M | 0.6% | -13.7% | 0.002% | |
7/16/2025 | John W. Brooker & Co. CPAs | 87,308 | $2.40M | 5.6% | -72.1% | 0.003% | |
7/16/2025 | Brown Lisle Cummings Inc. | 8,960 | $237K | 0.1% | +12.9% | 0.000% | |
7/16/2025 | Valicenti Advisory Services Inc. | 29,508 | $782K | 0.2% | +4.9% | 0.001% | |
7/16/2025 | Advisors Management Group Inc. ADV | 113,960 | $3.02M | 0.6% | -0.4% | 0.004% | |
7/16/2025 | Signaturefd LLC | 19,991 | $530K | 0.0% | -5.3% | 0.001% | |
7/16/2025 | ORG Partners LLC | 281,347 | $7.61M | 1.6% | -4.3% | 0.011% | |
7/16/2025 | Gradient Capital Advisors LLC | 142,106 | $3.77M | 1.1% | +4.5% | 0.005% | |
7/16/2025 | Asset Allocation & Management Company LLC | 302,057 | $8.01M | 3.7% | +1.6% | 0.012% | |
7/16/2025 | Old Port Advisors | 248,194 | $6.58M | 1.8% | +1.7% | 0.010% | |
7/16/2025 | Kathmere Capital Management LLC | 7,873 | $209K | 0.0% | N/A | 0.000% | |
7/16/2025 | Arkansas Financial Group Inc. | 7,889 | $216K | 0.0% | N/A | 0.000% | |
7/16/2025 | Crowley Wealth Management Inc. | 6,160 | $163K | 0.1% | +25.6% | 0.000% | |
7/16/2025 | ST Germain D J Co. Inc. | 12,615 | $334K | 0.0% | -11.2% | 0.000% | |
7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 586,061 | $15.53M | 20.0% | +5.4% | 0.022% | |
7/16/2025 | Spinnaker Investment Group LLC | 1,615,970 | $42.82M | 10.1% | -7.0% | 0.062% | |
7/16/2025 | New Insight Wealth Advisors | 580,869 | $15.39M | 6.3% | -3.1% | 0.022% | |
7/16/2025 | Novem Group | 20,362 | $540K | 0.1% | -93.2% | 0.001% | |
7/16/2025 | Embree Financial Group | 65,948 | $1.75M | 0.3% | +1.3% | 0.003% | |
7/16/2025 | Cresta Advisors Ltd. | 157,121 | $4.16M | 2.0% | +12.4% | 0.006% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 163,836 | $4.34M | 1.3% | -15.4% | 0.006% | |
7/16/2025 | Cambridge Advisors Inc. | 130,243 | $3.45M | 0.7% | -15.2% | 0.005% | |
7/16/2025 | LS Investment Advisors LLC | 162,105 | $4.30M | 0.6% | -8.6% | 0.006% | |
7/16/2025 | CX Institutional | 2,380 | $63K | 0.0% | -81.9% | 0.000% | |
7/16/2025 | Freestate Advisors LLC | 87,219 | $2.31M | 2.1% | +6.0% | 0.003% | |
7/16/2025 | MBE Wealth Management LLC | 185,079 | $4.91M | 2.1% | +3.4% | 0.007% | |
7/16/2025 | Register Financial Advisors LLC | 94,194 | $2.50M | 1.1% | -6.2% | 0.004% | |
7/16/2025 | Dakota Wealth Management | 511,699 | $13.56M | 0.3% | -33.8% | 0.020% | |
7/16/2025 | Perigon Wealth Management LLC | 180,071 | $4.77M | 0.1% | -5.3% | 0.007% | |
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7/16/2025 | Pacific Sage Partners LLC | 9,316 | $247K | 0.0% | +6.4% | 0.000% | |
7/16/2025 | Maridea Wealth Management LLC | 147,985 | $3.92M | 1.0% | +306.1% | 0.006% | |
7/16/2025 | Magnus Financial Group LLC | 28,648 | $759K | 0.1% | +21.2% | 0.001% | |
7/16/2025 | Leading Edge Financial Planning LLC | 16,564 | $439K | 0.1% | +9.2% | 0.001% | |
7/16/2025 | Plancorp LLC | 269,747 | $7.15M | 0.2% | +0.3% | 0.010% | |
7/16/2025 | Global Wealth Management LLC | 710,673 | $19.41M | 10.6% | +3.0% | 0.027% | |
7/16/2025 | Meridian Financial LLC | 364,231 | $9.65M | 6.2% | +0.5% | 0.014% | |
7/16/2025 | Exeter Financial LLC | 182,728 | $4.84M | 2.2% | +5.1% | 0.007% | |
7/15/2025 | FMA Wealth Management LLC | 96,113 | $2.55M | 1.9% | +2.4% | 0.004% | |
7/15/2025 | Oxinas Partners Wealth Management LLC | 135,669 | $3.60M | 1.8% | +4.9% | 0.005% | |