7/11/2025 | Petredis Investment Advisors LLC | 40,713 | $9.65M | 0.8% | -53.7% | 0.015% | |
7/11/2025 | Annex Advisory Services LLC | 30,885 | $7.32M | 0.2% | -9.6% | 0.012% | |
7/11/2025 | Bond & Devick Financial Network Inc. | 5,261 | $1.25M | 0.4% | +2.3% | 0.002% | |
7/11/2025 | Scott Capital Advisors LLC | 131,841 | $32.12M | 8.7% | -0.1% | 0.049% | |
7/11/2025 | Compass Ion Advisors LLC | 20,526 | $4.86M | 0.5% | -24.1% | 0.008% | |
7/11/2025 | Lincoln Capital LLC | 3,485 | $826K | 0.2% | +6.9% | 0.001% | |
7/11/2025 | Orrstown Financial Services Inc. | 12,089 | $2.87M | 0.6% | +17.5% | 0.005% | |
7/11/2025 | First PREMIER Bank | 24,402 | $5.78M | 1.4% | -1.9% | 0.009% | |
7/11/2025 | Capital Advantage Inc. | 21,034 | $4.99M | 0.8% | -28.8% | 0.008% | |
7/11/2025 | Farther Finance Advisors LLC | 26,596 | $6.30M | 0.1% | +10.7% | 0.010% | |
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7/11/2025 | Busey Bank | 1,615 | $383K | 0.0% | +50.0% | 0.001% | |
7/11/2025 | Silver Oak Securities Incorporated | 11,042 | $2.62M | 0.2% | -3.5% | 0.004% | |
7/11/2025 | CX Institutional | 210,558 | $49.90M | 1.7% | -6.9% | 0.079% | |
7/11/2025 | Harbour Capital Advisors LLC | 1,154 | $279K | 0.1% | N/A | 0.000% | |
7/11/2025 | UMB Bank n.a. | 1,140 | $270K | 0.0% | -7.5% | 0.000% | |
7/11/2025 | Marshall & Sullivan Inc. WA | 9,411 | $2.23M | 1.1% | +91.6% | 0.004% | |
7/11/2025 | Pinnacle Bancorp Inc. | 2,361 | $560K | 0.2% | +5.1% | 0.001% | |
7/11/2025 | My Legacy Advisors LLC | 1,626 | $398K | 0.1% | -55.7% | 0.001% | |
7/11/2025 | AA Financial Advisors LLC | 124,484 | $29.50M | 6.4% | +8.3% | 0.047% | |
7/11/2025 | Rockwood Wealth Management LLC | 5,840 | $1.38M | 0.1% | -2.4% | 0.002% | |
7/11/2025 | LongView Wealth Management | 14,687 | $3.48M | 1.1% | -32.6% | 0.005% | |
7/11/2025 | Essex Savings Bank | 7,728 | $1.83M | 0.4% | +1.7% | 0.003% | |
7/11/2025 | SeaCrest Wealth Management LLC | 7,278 | $1.73M | 0.2% | +6.4% | 0.003% | |
7/11/2025 | Diversified Trust Co | 12,259 | $2.91M | 0.1% | -4.2% | 0.005% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 171,223 | $40.58M | 3.5% | -0.9% | 0.064% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 1,317,738 | $312.28M | 0.0% | N/A | 0.493% | |
7/11/2025 | Grove Bank & Trust | 23,254 | $5.51M | 0.7% | -19.0% | 0.009% | |
7/11/2025 | Cypress Financial Planning LLC | 1,568 | $372K | 0.1% | N/A | 0.001% | |
7/11/2025 | Pioneer Wealth Management Group | 8,273 | $1.96M | 0.7% | +51.0% | 0.003% | |
7/10/2025 | Pachira Investments Inc. | 2,648 | $628K | 0.5% | -7.0% | 0.001% | |
7/10/2025 | White Wing Wealth Management | 53,389 | $12.65M | 8.6% | +2.5% | 0.020% | |
7/10/2025 | Orgel Wealth Management LLC | 49,011 | $11.62M | 0.3% | +7.7% | 0.018% | |
7/10/2025 | Oldfather Financial Services LLC | 31,970 | $7.58M | 2.6% | -0.6% | 0.012% | |
7/10/2025 | Kozak & Associates Inc. | 257 | $63K | 0.0% | +83.6% | 0.000% | |
7/10/2025 | Charter Oak Capital Management LLC | 4,033 | $956K | 0.1% | +9.1% | 0.002% | |
7/10/2025 | Trust Point Inc. | 3,354 | $795K | 0.1% | -3.5% | 0.001% | |
7/10/2025 | Hurlow Wealth Management Group Inc. | 83,713 | $19.84M | 5.6% | +0.4% | 0.031% | |
7/10/2025 | Selective Wealth Management Inc. | 1,024 | $249K | 0.1% | -12.4% | 0.000% | |
7/10/2025 | Moody National Bank Trust Division | 1,036 | $246K | 0.0% | -12.6% | 0.000% | |
7/10/2025 | Exchange Traded Concepts LLC | 3,906 | $926K | 0.0% | -89.8% | 0.001% | |
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7/10/2025 | Envision Financial LLC | 9,436 | $2.24M | 1.5% | +11.7% | 0.004% | |
7/10/2025 | Marshall Financial Group LLC | 5,041 | $1.21M | 0.2% | -10.4% | 0.002% | |
7/10/2025 | Park Capital Management LLC WI | 899 | $213K | 0.2% | -36.8% | 0.000% | |
7/10/2025 | Fulton Bank N.A. | 8,365 | $1.98M | 0.1% | +2.1% | 0.003% | |
7/10/2025 | Family Legacy Financial Solutions LLC | 339 | $80K | 0.1% | N/A | 0.000% | |
7/10/2025 | Cypress Point Wealth Management LLC | 8,500 | $2.01M | 0.5% | N/A | 0.003% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 384,718 | $93.57M | 0.2% | +53.3% | 0.144% | |
7/10/2025 | Bath Savings Trust Co | 3,364 | $797K | 0.1% | -7.3% | 0.001% | |
7/10/2025 | High Net Worth Advisory Group LLC | 3,987 | $945K | 0.3% | -33.5% | 0.001% | |
7/10/2025 | RFG Holdings Inc. | 49,578 | $11.75M | 3.4% | +16.2% | 0.019% | |
7/10/2025 | Moller Wealth Partners | 135,343 | $32.07M | 7.1% | +16.7% | 0.051% | |
7/10/2025 | Wedmont Private Capital | 56,620 | $13.79M | 0.6% | +2.7% | 0.021% | |
7/10/2025 | Tompkins Financial Corp | 6,589 | $1.56M | 0.1% | -62.0% | 0.002% | |
7/10/2025 | Compton Wealth Advisory Group LLC | 77,378 | $18.34M | 4.6% | +6.1% | 0.029% | |
7/10/2025 | Secure Asset Management LLC | 5,897 | $1.40M | 0.3% | +109.5% | 0.002% | |
7/10/2025 | Brooklyn FI LLC | 35,163 | $8.33M | 2.1% | +33.0% | 0.013% | |
7/10/2025 | Shira Ridge Wealth Management | 847 | $201K | 0.1% | N/A | 0.000% | |
7/10/2025 | Signal Advisors Wealth LLC | 27,636 | $6.55M | 0.5% | +5.5% | 0.010% | |
7/10/2025 | Focus Financial Network Inc. | 8,618 | $2.05M | 0.1% | +10.2% | 0.003% | |
7/10/2025 | Sovran Advisors LLC | 3,757 | $908K | 0.1% | +38.7% | 0.001% | |
7/9/2025 | Roth Financial Partners LLC | 12,088 | $2.87M | 1.0% | -11.3% | 0.005% | |
7/9/2025 | Praetorian Wealth Management Inc. | 41,381 | $9.81M | 2.3% | +19.9% | 0.015% | |
7/9/2025 | Intelligence Driven Advisers LLC | 1,031 | $244K | 0.0% | +7.4% | 0.000% | |
7/9/2025 | Aurelius Family Office LLC | 23,397 | $5.55M | 2.6% | -2.8% | 0.009% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 35,796 | $8.48M | 0.3% | -10.3% | 0.013% | |
7/9/2025 | Gilman Hill Asset Management LLC | 33,922 | $8.04M | 1.3% | +6.0% | 0.013% | |
7/9/2025 | Defined Wealth Management LLC | 5,454 | $1.29M | 0.8% | +1.0% | 0.002% | |
7/9/2025 | Kearns & Associates LLC | 38,954 | $9.23M | 5.3% | +0.1% | 0.015% | |
7/9/2025 | Radnor Capital Management LLC | 11,127 | $2.64M | 0.4% | +1.1% | 0.004% | |
7/9/2025 | Pines Wealth Management LLC | 4,434 | $1.08M | 0.4% | +6.0% | 0.002% | |
7/9/2025 | Chesley Taft & Associates LLC | 35,299 | $8.37M | 0.4% | +0.5% | 0.013% | |
7/9/2025 | Sapient Capital LLC | 12,897 | $3.07M | 0.1% | +239.8% | 0.005% | |
7/9/2025 | Procyon Advisors LLC | 11,321 | $2.68M | 0.3% | -1.6% | 0.004% | |
7/9/2025 | Affinity Capital Advisors LLC | 7,943 | $1.88M | 0.3% | -1.1% | 0.003% | |
7/9/2025 | Camelot Technology Advisors Inc. | 869 | $206K | 0.2% | N/A | 0.000% | |
7/9/2025 | Hummer Financial Advisory Services Inc | 11,737 | $2.79M | 2.1% | +4.4% | 0.004% | |
7/9/2025 | Aaron Wealth Advisors LLC | 6,698 | $1.59M | 0.2% | +1.6% | 0.003% | |
7/9/2025 | Thrive Wealth Management LLC | 32,662 | $7.74M | 1.2% | +55.2% | 0.012% | |
7/9/2025 | Hardin Capital Partners LLC | 1,596 | $382K | 0.2% | +5.3% | 0.001% | |
7/9/2025 | Post Resch Tallon Group Inc. | 3,660 | $867K | 0.8% | +5.0% | 0.001% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 4,664 | $1.11M | 0.1% | +113.7% | 0.002% | |
7/9/2025 | Wolff Financial Management LLC | 113,611 | $26.92M | 7.0% | +2.0% | 0.043% | |
7/9/2025 | Fiduciary Alliance LLC | 3,694 | $875K | 0.1% | -5.2% | 0.001% | |
7/9/2025 | Bank of New Hampshire | 3,082 | $730K | 0.2% | -12.5% | 0.001% | |
7/9/2025 | Searcy Financial Services Inc. ADV | 107,189 | $25.40M | 10.3% | N/A | 0.040% | |
7/9/2025 | Parkside Advisors LLC | 48,795 | $11.60M | 2.5% | +15.8% | 0.018% | |
7/9/2025 | GEM Asset Management LLC | 3,039 | $731K | 0.4% | +34.6% | 0.001% | |
7/9/2025 | Baron Financial Group LLC | 9,918 | $2.35M | 1.4% | +28.3% | 0.004% | |
7/9/2025 | Brand Asset Management Group Inc. | 18,647 | $4.42M | 1.7% | +45.4% | 0.007% | |
7/9/2025 | Westmount Partners LLC | 2,949 | $699K | 0.2% | +2.0% | 0.001% | |
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7/9/2025 | Beacon Financial Group | 4,766 | $1.13M | 0.1% | -8.9% | 0.002% | |
7/9/2025 | Reyes Financial Architecture Inc. | 839 | $199K | 0.2% | -23.0% | 0.000% | |
7/9/2025 | First Financial Corp IN | 18,318 | $4.34M | 1.9% | +3.8% | 0.007% | |
7/9/2025 | Sandy Cove Advisors LLC | 37,321 | $8.84M | 3.2% | +3.4% | 0.014% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 9,410 | $2.23M | 0.1% | -0.8% | 0.004% | |
7/8/2025 | Lpwm LLC | 1,990 | $472K | 0.1% | -3.7% | 0.001% | |
7/8/2025 | First National Corp MA ADV | 51,548 | $12.22M | 2.5% | +6.6% | 0.019% | |
7/8/2025 | Davis Investment Partners LLC | 1,137 | $272K | 0.1% | -16.8% | 0.000% | |
7/8/2025 | Adamsbrown Wealth Consultants LLC | 1,904 | $451K | 0.1% | -2.6% | 0.001% | |
7/8/2025 | Partnership Wealth Management LLC | 982 | $233K | 0.2% | -20.3% | 0.000% | |