5/2/2025 | Independent Wealth Network Inc. | 143,876 | $9.46M | 3.8% | +1.5% | 0.016% | |
5/2/2025 | Midwest Heritage Bank FSB | 96,156 | $6.32M | 2.6% | -3.7% | 0.010% | |
5/2/2025 | Forte Capital LLC ADV | 3,103 | $204K | 0.0% | -16.5% | 0.000% | |
5/2/2025 | Fortis Group Advisors LLC | 101,176 | $6.65M | 1.3% | -34.2% | 0.011% | |
5/2/2025 | Kingsview Wealth Management LLC | 109,382 | $7.19M | 0.1% | -2.2% | 0.012% | |
5/2/2025 | Concord Wealth Partners | 17,570 | $1.16M | 0.2% | +2.0% | 0.002% | |
5/2/2025 | Verdence Capital Advisors LLC | 15,107 | $993K | 0.1% | -2.5% | 0.002% | |
5/2/2025 | Mayflower Financial Advisors LLC | 340,497 | $22.39M | 3.4% | +4.1% | 0.037% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 21,815 | $1.44M | 0.3% | -5.9% | 0.002% | |
5/2/2025 | Napatree Capital LLC | 78,563 | $5.17M | 2.9% | +128.7% | 0.009% | |
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5/2/2025 | Windsor Capital Management LLC | 259,460 | $17.06M | 5.2% | -5.5% | 0.028% | |
5/2/2025 | Allen Capital Group LLC | 920,334 | $60.52M | 6.8% | -1.1% | 0.100% | |
5/2/2025 | Stevens Capital Partners | 12,589 | $828K | 0.4% | +8.3% | 0.001% | |
5/2/2025 | Theory Financial LLC | 116,786 | $7.68M | 3.2% | -8.5% | 0.013% | |
5/2/2025 | Wealthgarden F.S. LLC | 17,121 | $1.13M | 1.1% | -46.2% | 0.002% | |
5/2/2025 | Welch & Forbes LLC | 4,275 | $281K | 0.0% | -4.5% | 0.000% | |
5/2/2025 | Parcion Private Wealth LLC | 81,019 | $5.33M | 0.4% | -80.2% | 0.009% | |
5/2/2025 | Capital A Wealth Management LLC | 3,838 | $252K | 0.3% | -83.9% | 0.000% | |
5/2/2025 | BIP Wealth LLC | 58,434 | $3.84M | 0.3% | -0.4% | 0.006% | |
5/2/2025 | Schrum Private Wealth Management LLC | 38,551 | $2.54M | 2.2% | +3.6% | 0.004% | |
5/2/2025 | Tectonic Advisors LLC | 244,930 | $16.11M | 1.0% | -0.7% | 0.027% | |
5/2/2025 | Concord Asset Management LLC VA | 16,568 | $1.04M | 0.2% | +10.3% | 0.002% | |
5/2/2025 | Larson Financial Group LLC | 469,636 | $30.88M | 1.5% | +26.8% | 0.051% | |
5/2/2025 | PAX Financial Group LLC | 6,573 | $432K | 0.1% | +9.5% | 0.001% | |
5/2/2025 | Landmark Wealth Management LLC | 17,528 | $1.15M | 0.5% | +3.7% | 0.002% | |
5/2/2025 | Pinkerton Retirement Specialists LLC | 3,665 | $241K | 0.0% | N/A | 0.000% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 2,420 | $159K | 0.0% | N/A | 0.000% | |
5/2/2025 | First Command Advisory Services Inc. | 1,281,587 | $84.28M | 0.8% | +38.5% | 0.139% | |
5/2/2025 | Lord & Richards Wealth Management LLC | 99,027 | $6.51M | 7.4% | +97.6% | 0.011% | |
5/2/2025 | Dakota Wealth Management | 40,963 | $2.69M | 0.1% | +12.3% | 0.004% | |
5/2/2025 | SBI Securities Co. Ltd. | 26,653 | $1.75M | 0.1% | +1.5% | 0.003% | |
5/2/2025 | Apollon Financial LLC | 144,429 | $9.50M | 2.2% | -6.2% | 0.016% | |
5/2/2025 | Apollon Wealth Management LLC | 13,307 | $875K | 0.0% | -5.1% | 0.001% | |
5/2/2025 | Sigma Planning Corp | 22,471 | $1.48M | 0.0% | -1.1% | 0.002% | |
5/2/2025 | Transcendent Capital Group LLC | 77,758 | $5.11M | 2.9% | -3.5% | 0.008% | |
5/2/2025 | Catalyst Financial Partners LLC | 7,468 | $491K | 0.1% | -13.5% | 0.001% | |
5/1/2025 | Bleakley Financial Group LLC | 17,974 | $1.18M | 0.0% | -7.0% | 0.002% | |
5/1/2025 | Corrado Advisors LLC | 10,455 | $688K | 0.5% | -4.1% | 0.001% | |
5/1/2025 | Key Financial Inc | 8,941 | $588K | 0.1% | -5.0% | 0.001% | |
5/1/2025 | Asset Dedication LLC | 7,795 | $513K | 0.0% | -28.0% | 0.001% | |
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5/1/2025 | Cahaba Wealth Management Inc. | 590,570 | $38.84M | 3.2% | +1.5% | 0.064% | |
5/1/2025 | Woodside Wealth Management LLC | 4,285 | $282K | 0.3% | N/A | 0.000% | |
5/1/2025 | CWM LLC | 8,484,225 | $557.92M | 2.2% | +7.8% | 0.920% | |
5/1/2025 | Hughes Financial Services LLC | 24,551 | $1.62M | 0.3% | N/A | 0.003% | |
5/1/2025 | Alaska Wealth Advisors | 44,407 | $2.92M | 0.5% | +5.2% | 0.005% | |
5/1/2025 | High Note Wealth LLC | 8,018 | $527K | 0.1% | +4.9% | 0.001% | |
5/1/2025 | Louisiana State Employees Retirement System | 497,800 | $32.74M | 0.7% | +31.1% | 0.054% | |
5/1/2025 | Q3 Asset Management | 37,137 | $2.44M | 1.7% | +172.1% | 0.004% | |
5/1/2025 | Stephens Inc. AR | 3,968 | $261K | 0.0% | +8.2% | 0.000% | |
5/1/2025 | Financial Security Advisor Inc. | 64,733 | $4.26M | 1.1% | +5.6% | 0.007% | |
5/1/2025 | 3EDGE Asset Management LP | 7,071 | $465K | 0.0% | +10.6% | 0.001% | |
5/1/2025 | Platform Technology Partners | 12,124 | $797K | 0.2% | -4.5% | 0.001% | |
5/1/2025 | Realta Investment Advisors | 24,819 | $1.63M | 0.7% | +26.9% | 0.003% | |
5/1/2025 | Nikulski Financial Inc. | 14,407 | $947K | 0.3% | -2.2% | 0.002% | |
5/1/2025 | Northwest Capital Management Inc | 8,655 | $569K | 0.2% | -34.0% | 0.001% | |
5/1/2025 | Auour Investments LLC | 825,436 | $53.82M | 19.5% | +4.7% | 0.089% | |
5/1/2025 | Rational Advisors Inc. | 242,664 | $15.96M | 1.6% | -7.3% | 0.026% | |
5/1/2025 | SkyOak Wealth LLC | 199,044 | $13.09M | 2.9% | -0.8% | 0.022% | |
5/1/2025 | American Financial Advisors LLC | 10,525 | $692K | 0.1% | +26.9% | 0.001% | |
5/1/2025 | Fulcrum Equity Management | 21,770 | $1.43M | 1.6% | -15.6% | 0.002% | |
5/1/2025 | Harmony Asset Management LLC | 24,599 | $1.62M | 0.7% | -1.8% | 0.003% | |
5/1/2025 | Fifth Third Securities Inc. | 271,472 | $17.85M | 1.5% | +25.3% | 0.029% | |
5/1/2025 | Park Square Financial Group LLC | 4,619 | $304K | 0.2% | +18.8% | 0.001% | |
5/1/2025 | Gateway Wealth Partners LLC | 183,736 | $12.08M | 2.7% | +11.1% | 0.020% | |
5/1/2025 | Stegent Equity Advisors Inc. | 26,695 | $1.76M | 1.8% | -10.0% | 0.003% | |
5/1/2025 | Fonville Wealth Management LLC | 52,454 | $3.44M | 1.0% | +5.0% | 0.006% | |
5/1/2025 | Fingerlakes Wealth Management Inc. | 16,765 | $1.10M | 0.9% | -1.0% | 0.002% | |
4/30/2025 | Cerity Partners LLC | 365,254 | $24.02M | 0.0% | +7.7% | 0.040% | |
4/30/2025 | Narus Financial Partners LLC | 27,011 | $1.78M | 0.6% | +2.4% | 0.003% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 3,619 | $238K | 0.1% | N/A | 0.000% | |
4/30/2025 | Allworth Financial LP | 6,791 | $437K | 0.0% | -4.7% | 0.001% | |
4/30/2025 | Stonebrook Private Inc. | 132,940 | $8.74M | 2.3% | +7.4% | 0.014% | |
4/30/2025 | POM Investment Strategies LLC | 224,586 | $14.77M | 17.3% | N/A | 0.024% | |
4/30/2025 | tru Independence LLC | 9,838 | $647K | 0.2% | N/A | 0.001% | |
4/30/2025 | True Vision MN LLC | 15,342 | $1.01M | 0.6% | +6.6% | 0.002% | |
4/30/2025 | Forthright Family Wealth Advisory LLC | 336,947 | $22.16M | 14.6% | +2.0% | 0.037% | |
4/30/2025 | Cooper Capital Advisors LLC | 94,580 | $6.22M | 6.7% | +2.6% | 0.010% | |
4/30/2025 | Moloney Securities Asset Management LLC | 101,602 | $6.68M | 0.9% | +8.6% | 0.011% | |
4/30/2025 | Wealth Advisory Solutions LLC | 301,821 | $19.85M | 5.3% | +4.5% | 0.033% | |
4/30/2025 | Axxcess Wealth Management LLC | 20,542 | $1.35M | 0.0% | -17.8% | 0.002% | |
4/30/2025 | Rehmann Capital Advisory Group | 271,044 | $17.82M | 1.1% | +20.5% | 0.029% | |
4/30/2025 | Slagle Financial LLC | 42,832 | $2.82M | 1.3% | +18.8% | 0.005% | |
4/30/2025 | Arcadia Investment Management Corp MI | 1,225 | $81K | 0.0% | -14.0% | 0.000% | |
4/30/2025 | Bull Oak Capital LLC | 128,692 | $8.46M | 4.6% | -6.2% | 0.014% | |
4/30/2025 | New Insight Wealth Advisors | 23,024 | $1.51M | 0.7% | +58.4% | 0.002% | |
4/30/2025 | Peterson Wealth Advisors LLC | 2,251,634 | $148.07M | 26.7% | -4.9% | 0.244% | |
4/30/2025 | Silverlake Wealth Management LLC | 3,534 | $232K | 0.1% | +6.5% | 0.000% | |
4/30/2025 | Trek Financial LLC | 31,905 | $2.10M | 0.2% | +77.9% | 0.003% | |
4/30/2025 | OMNI 360 Wealth Inc. | 176,066 | $11.58M | 6.8% | +4.0% | 0.019% | |
4/30/2025 | Opus Capital Group LLC | 4,263 | $280K | 0.0% | N/A | 0.000% | |
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4/30/2025 | AlphaStar Capital Management LLC | 1,209,776 | $79.56M | 9.3% | -11.3% | 0.131% | |
4/30/2025 | M&T Bank Corp | 5,839 | $384K | 0.0% | N/A | 0.001% | |
4/30/2025 | Ridgeline Wealth Planning LLC | 419,586 | $27.59M | 27.1% | +2.6% | 0.045% | |
4/30/2025 | 49 Wealth Management LLC | 1,286,521 | $84.60M | 10.2% | +25.8% | 0.139% | |
4/30/2025 | Stratos Wealth Advisors LLC | 12,844 | $845K | 0.0% | -36.5% | 0.001% | |
4/30/2025 | Stratos Wealth Partners LTD. | 1,099,524 | $72.31M | 1.1% | -1.0% | 0.119% | |
4/30/2025 | Stratos Investment Management LLC | 39,918 | $2.63M | 0.1% | +7.1% | 0.004% | |
4/30/2025 | Brown Financial Advisory | 963,502 | $63.36M | 39.6% | +5.8% | 0.104% | |
4/30/2025 | Bank Hapoalim BM | 459,000 | $30.18M | 4.4% | +13.1% | 0.050% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 739,218 | $48.61M | 8.7% | -7.5% | 0.080% | |