10/3/2025 | KFA Private Wealth Group LLC | 11,677 | $7.78M | 2.2% | -2.1% | 0.001% | |
10/3/2025 | HCR Wealth Advisors | 9,454 | $6.33M | 0.7% | -3.3% | 0.001% | |
10/3/2025 | Jackson Wealth Management LLC | 7,951 | $5.30M | 0.5% | +2.0% | 0.001% | |
10/3/2025 | Dominguez Wealth Management Solutions Inc. | 1,767 | $1.18M | 0.7% | -3.3% | 0.000% | |
10/3/2025 | Iowa State Bank | 10,116 | $6.74M | 1.3% | +0.5% | 0.001% | |
10/3/2025 | Morangie Management LLC | 22,196 | $14.83M | 12.8% | -0.6% | 0.002% | |
10/3/2025 | Aaron Wealth Advisors LLC | 24,010 | $16.00M | 0.9% | -2.9% | 0.002% | |
10/3/2025 | HFG Wealth Management LLC | 1,179 | $728K | 0.4% | +7.3% | 0.000% | |
10/3/2025 | Dentgroup LLC | 3,009 | $2.00M | 1.3% | +4.1% | 0.000% | |
10/3/2025 | Stairway Partners LLC | 9,855 | $6.57M | 0.3% | -1.5% | 0.001% | |
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10/2/2025 | Boyum Wealth Architects LLC | 512 | $341K | 0.2% | +46.3% | 0.000% | |
10/2/2025 | Central Pacific Bank Trust Division | 38,171 | $25.43M | 3.1% | -1.8% | 0.004% | |
10/2/2025 | GAMMA Investing LLC | 10,102 | $6.73M | 0.4% | +21.3% | 0.001% | |
10/2/2025 | Bank of New Hampshire | 12,656 | $8.43M | 1.9% | -0.5% | 0.001% | |
10/2/2025 | AHL Investment Management Inc. | 726 | $484K | 0.3% | +6.8% | 0.000% | |
10/2/2025 | Trust Co of the South | 4,945 | $3.29M | 0.5% | -54.1% | 0.000% | |
10/2/2025 | Helen Stephens Group LLC | 13,972 | $9.31M | 2.1% | +2.0% | 0.001% | |
10/2/2025 | Capital Asset Advisory Services LLC | 9,236 | $6.15M | 0.3% | +11.0% | 0.001% | |
10/2/2025 | McAlister Sweet & Associates Inc. | 80,945 | $53.92M | 39.8% | +84.9% | 0.008% | |
10/2/2025 | Global Wealth Strategies & Associates | 618 | $412K | 0.1% | -10.6% | 0.000% | |
10/2/2025 | Hiley Hunt Wealth Management | 1,260 | $839K | 0.4% | -54.0% | 0.000% | |
10/1/2025 | Park National Corp OH | 6,243 | $4.16M | 0.1% | -3.9% | 0.001% | |
10/1/2025 | First Financial Bank Trust Division | 90,274 | $60.14M | 5.1% | -0.9% | 0.009% | |
10/1/2025 | Vigilare Wealth Management | 7,521 | $5.01M | 1.7% | -3.7% | 0.001% | |
10/1/2025 | BancFirst Trust & Investment Management | 1,856 | $1.23M | 0.5% | +15.1% | 0.000% | |
10/1/2025 | Farmers Trust Co. | 61,701 | $41.10M | 7.1% | -2.5% | 0.006% | |
10/1/2025 | Hobart Private Capital LLC | 47,631 | $31.73M | 6.6% | -3.6% | 0.005% | |
9/30/2025 | Rydar Equities Inc. | 4,719 | $2.92M | 2.3% | N/A | 0.000% | |
9/30/2025 | Gilbert Capital Group Inc. | 745 | $460K | 0.4% | N/A | 0.000% | |
9/29/2025 | Summit Financial Wealth Advisors LLC | 5,818 | $3.60M | 0.6% | +10.7% | 0.001% | |
9/25/2025 | TradeWell Securities LLC. | 474 | $293K | 0.1% | +8.5% | 0.000% | |
9/25/2025 | National Wealth Management Group LLC | 1,059 | $654K | 0.4% | +36.3% | 0.000% | |
9/25/2025 | CacheTech Inc. | 1,990 | $1.23M | 0.2% | +11.2% | 0.000% | |
9/24/2025 | Fortitude Financial LLC | 56,090 | $34.66M | 22.1% | +3,580.4% | 0.005% | |
9/24/2025 | Momentum Wealth Planning LLC | 51,437 | $31.87M | 27.1% | N/A | 0.005% | |
9/24/2025 | Texas Permanent School Fund Corp | 224,378 | $138.63M | 1.5% | +26,933.5% | 0.022% | |
9/22/2025 | GatePass Capital LLC | 6,089 | $3.76M | 2.5% | +9.7% | 0.001% | |
9/22/2025 | Caldwell Trust Co | 64,404 | $39.79M | 4.0% | N/A | 0.006% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 31,807 | $21.06M | 3.6% | -207.0% | 0.003% | |
9/19/2025 | Canal Capital Management LLC | 4,022 | $2.49M | 0.4% | +7.0% | 0.000% | |
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9/19/2025 | Base Wealth Management LLC | 1,806 | $1.12M | 0.7% | +14.1% | 0.000% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 2,321 | $1.43M | 1.1% | N/A | 0.000% | |
9/11/2025 | Silicon Valley Capital Partners | 218,873 | $135.23M | 14.1% | -1.3% | 0.021% | |
9/9/2025 | Cambridge Financial Group LLC | 2,869 | $1.77M | 0.7% | -6.4% | 0.000% | |
9/9/2025 | NWF Advisory Services Inc. | 12,593 | $7.78M | 0.9% | +11.7% | 0.001% | |
9/8/2025 | Alternative Investment Advisors LLC. | 1,588 | $982K | 0.5% | +6.7% | 0.000% | |
9/4/2025 | Reynders McVeigh Capital Management LLC | 6,420 | $3.97M | 0.2% | -5.3% | 0.001% | |
9/4/2025 | SevenBridge Financial Group LLC | 1,280 | $822K | 0.1% | +33.3% | 0.000% | |
9/4/2025 | V. M. Manning & CO. Inc. | 3,823 | $2.46M | 2.8% | N/A | 0.000% | |
9/4/2025 | Beacon Capital Management Inc. | 96,081 | $59.36M | 3.1% | +298.3% | 0.009% | |
9/3/2025 | Q3 Asset Management | 8,453 | $5.22M | 1.8% | +10.5% | 0.001% | |
9/3/2025 | American Trust | 12,568 | $7.77M | 0.7% | +270.1% | 0.001% | |
8/29/2025 | Evolution Wealth Management Inc. | 1,408 | $870K | 1.1% | N/A | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 140,070 | $86.54M | 12.5% | -0.4% | 0.014% | |
8/29/2025 | Centaurus Financial Inc. | 57,831 | $35.73M | 2.1% | -4.8% | 0.006% | |
8/28/2025 | Stark Wealth Management LLC | 21,780 | $13.46M | 18.6% | N/A | 0.002% | |
8/28/2025 | Midwestern Financial LLC IA | 12,849 | $7.94M | 7.4% | N/A | 0.001% | |
8/28/2025 | China Universal Asset Management Co. Ltd. | 295 | $183K | 0.0% | -30.8% | 0.000% | |
8/27/2025 | Cypress Capital Advisors LLC | 15,290 | $9.45M | 5.9% | -2.7% | 0.001% | |
8/27/2025 | Barnes Wealth Management Group Inc | 4,427 | $2.74M | 1.6% | +1.4% | 0.000% | |
8/27/2025 | Orion Porfolio Solutions LLC | 116,307 | $71.86M | 0.6% | -9.8% | 0.011% | |
8/26/2025 | Thrivent Financial for Lutherans | 594,453 | $367.28M | 0.8% | +22.1% | 0.057% | |
8/26/2025 | Claris Financial LLC | 3,671 | $2.27M | 1.7% | +22.1% | 0.000% | |
8/26/2025 | Nautilus Advisors LLC | 9,815 | $6.06M | 4.4% | +1.0% | 0.001% | |
8/25/2025 | Promus Capital LLC | 3,182 | $1.97M | 1.3% | +10.4% | 0.000% | |
8/25/2025 | Hilltop Partners LLC | 1,333 | $824K | 0.2% | +10.9% | 0.000% | |
8/25/2025 | Fulcrum Equity Management | 11,177 | $6.91M | 7.1% | +113.5% | 0.001% | |
8/25/2025 | BLVD Private Wealth LLC | 3,819 | $2.36M | 2.2% | N/A | 0.000% | |
8/22/2025 | Carter Financial Group INC. | 2,005 | $1.24M | 0.8% | N/A | 0.000% | |
8/22/2025 | TT Capital Management LLC | 11,173 | $6.46M | 2.1% | N/A | 0.001% | |
8/21/2025 | Pathway Financial Advisers LLC | 3,190 | $1.97M | 0.6% | +18.7% | 0.000% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 1,763 | $1.09M | 1.2% | N/A | 0.000% | |
8/20/2025 | Thompson Davis & CO. Inc. | 518 | $320K | 0.2% | -3.9% | 0.000% | |
8/20/2025 | Tull Financial Group Inc. | 39,097 | $24.16M | 11.0% | -0.2% | 0.004% | |
8/20/2025 | Monarch Capital Management Inc. | 1,252 | $775K | 0.2% | -2.0% | 0.000% | |
8/20/2025 | North Dallas Bank & Trust Co. | 1,564 | $966K | 0.7% | N/A | 0.000% | |
8/20/2025 | Coppell Advisory Solutions LLC | 21,297 | $13.10M | 1.6% | +39.8% | 0.002% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 40,333 | $24.92M | 1.2% | N/A | 0.004% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 4,488 | $2.77M | 0.4% | +7.3% | 0.000% | |
8/19/2025 | Cape Investment Advisory Inc. | 6,610 | $4.08M | 1.5% | +11.7% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 170,140 | $107.54M | 1.7% | +20.5% | 0.016% | |
8/19/2025 | Anchor Investment Management LLC | 8,044 | $4.97M | 0.4% | -0.5% | 0.001% | |
8/19/2025 | State of Wyoming | 270,275 | $166.99M | 20.4% | -5.4% | 0.026% | |
8/19/2025 | Delos Wealth Advisors LLC | 181 | $112K | 0.1% | N/A | 0.000% | |
8/19/2025 | Asset Dedication LLC | 11,203 | $6.92M | 0.5% | +8.3% | 0.001% | |
8/19/2025 | Element Pointe Advisors LLC | 72,205 | $44.61M | 10.8% | -0.1% | 0.007% | |
8/19/2025 | Pitcairn Co. | 64,057 | $39.58M | 2.6% | +3.9% | 0.006% | |
8/18/2025 | Brick & Kyle Associates | 653 | $421K | 0.2% | N/A | 0.000% | |
8/18/2025 | Old North State Trust LLC | 16,073 | $9.93M | 6.8% | -1.2% | 0.002% | |
8/18/2025 | Tyler Stone Wealth Management | 13,786 | $8.52M | 1.4% | -8.0% | 0.001% | |
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8/18/2025 | Tactive Advisors LLC | 13,892 | $8.58M | 2.8% | N/A | 0.001% | |
8/18/2025 | N.E.W. Advisory Services LLC | 2,264 | $1.40M | 0.1% | -7.1% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 135,236 | $83.56M | 2.0% | +3.7% | 0.013% | |
8/18/2025 | Hollencrest Capital Management | 271,141 | $167.53M | 7.1% | +15.3% | 0.026% | |
8/18/2025 | V2 Financial group LLC | 139,556 | $86.23M | 52.0% | +6.9% | 0.013% | |
8/18/2025 | Westwood Holdings Group Inc. | 56,887 | $35.15M | 0.3% | +185.2% | 0.005% | |
8/18/2025 | Kestra Investment Management LLC | 604 | $373K | 0.0% | +19.8% | 0.000% | |
8/18/2025 | Wellington Capital Management Inc. | 1,037 | $641K | 0.9% | N/A | 0.000% | |
8/18/2025 | CYBER HORNET ETFs LLC | 692 | $428K | 0.3% | N/A | 0.000% | |
8/18/2025 | Second Line Capital LLC | 32,269 | $20.00M | 4.6% | -1.2% | 0.003% | |