7/11/2025 | Petredis Investment Advisors LLC | 838,598 | $47.81M | 4.2% | +12.5% | 0.029% | |
7/11/2025 | Annex Advisory Services LLC | 15,706 | $895K | 0.0% | +47.0% | 0.001% | |
7/11/2025 | Prosperity Planning Inc. | 24,238 | $1.38M | 0.4% | -5.0% | 0.001% | |
7/11/2025 | Colorado Capital Management Inc. | 4,889 | $279K | 0.1% | N/A | 0.000% | |
7/11/2025 | Scott Capital Advisors LLC | 73,117 | $4.19M | 1.1% | +1.4% | 0.003% | |
7/11/2025 | Compass Ion Advisors LLC | 43,640 | $2.49M | 0.3% | -1.4% | 0.002% | |
7/11/2025 | Halter Ferguson Financial Inc. | 24,793 | $1.41M | 0.5% | +27.2% | 0.001% | |
7/11/2025 | BTC Capital Management Inc. | 53,551 | $3.05M | 0.2% | -5.4% | 0.002% | |
7/11/2025 | Scratch Capital LLC | 6,789 | $387K | 0.3% | N/A | 0.000% | |
7/11/2025 | Hilltop Wealth Advisors LLC | 248,670 | $14.18M | 8.0% | +44.1% | 0.009% | |
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7/11/2025 | First PREMIER Bank | 100,339 | $5.72M | 1.4% | -4.4% | 0.003% | |
7/11/2025 | Capital Advantage Inc. | 14,567 | $830K | 0.1% | +2.6% | 0.001% | |
7/11/2025 | Deane Retirement Strategies Inc. | 209,517 | $11.94M | 5.4% | N/A | 0.007% | |
7/11/2025 | Farther Finance Advisors LLC | 2,140,323 | $122.02M | 2.4% | +94.8% | 0.074% | |
7/11/2025 | Silver Oak Securities Incorporated | 125,762 | $7.17M | 0.6% | -1.5% | 0.004% | |
7/11/2025 | CX Institutional | 23,679 | $1.35M | 0.0% | +2.5% | 0.001% | |
7/11/2025 | Windsor Capital Management LLC | 141,898 | $8.09M | 2.4% | -3.9% | 0.005% | |
7/11/2025 | UMB Bank n.a. | 990,266 | $56.46M | 0.9% | -1.4% | 0.034% | |
7/11/2025 | AFG Fiduciary Services Limited Partnership | 33,745 | $1.92M | 0.5% | -17.7% | 0.001% | |
7/11/2025 | Adirondack Trust Co. | 8,398 | $479K | 0.2% | -6.9% | 0.000% | |
7/11/2025 | Myecfo LLC | 406,528 | $23.18M | 11.4% | +1.2% | 0.014% | |
7/11/2025 | Kaydan Wealth Management Inc. | 694,476 | $39.59M | 13.0% | +112.1% | 0.024% | |
7/11/2025 | Pinnacle Bancorp Inc. | 17,378 | $991K | 0.3% | +3.4% | 0.001% | |
7/11/2025 | Eagle Bay Advisors LLC | 204,634 | $11.67M | 9.6% | -12.5% | 0.007% | |
7/11/2025 | Bridge Creek Capital Management LLC | 7,257 | $414K | 0.1% | +6.9% | 0.000% | |
7/11/2025 | My Legacy Advisors LLC | 4,533 | $260K | 0.1% | -12.1% | 0.000% | |
7/11/2025 | AA Financial Advisors LLC | 5,819 | $332K | 0.1% | -7.2% | 0.000% | |
7/11/2025 | Financial Advisory Corp | 846,621 | $48.27M | 7.4% | -1.4% | 0.029% | |
7/11/2025 | LongView Wealth Management | 39,787 | $2.27M | 0.7% | -9.5% | 0.001% | |
7/11/2025 | Essex Savings Bank | 56,748 | $3.24M | 0.8% | +9.0% | 0.002% | |
7/11/2025 | SeaCrest Wealth Management LLC | 49,650 | $2.83M | 0.3% | -15.1% | 0.002% | |
7/11/2025 | Diversified Trust Co | 181,139 | $10.33M | 0.2% | +135.1% | 0.006% | |
7/11/2025 | Bell Bank | 38,577 | $2.20M | 0.1% | +5.7% | 0.001% | |
7/11/2025 | Elk River Wealth Management LLC | 3,734 | $213K | 0.0% | N/A | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 1,764,750 | $100.61M | 0.0% | N/A | 0.061% | |
7/11/2025 | Grove Bank & Trust | 152,214 | $8.68M | 1.1% | +120.6% | 0.005% | |
7/11/2025 | Cypress Financial Planning LLC | 447,059 | $25.49M | 8.3% | +2.2% | 0.016% | |
7/11/2025 | Pioneer Wealth Management Group | 17,826 | $1.02M | 0.4% | +85.2% | 0.001% | |
7/10/2025 | Anderson Hoagland & Co. | 387,385 | $22.09M | 2.1% | +0.5% | 0.013% | |
7/10/2025 | Pachira Investments Inc. | 66,795 | $3.81M | 2.9% | +14.7% | 0.002% | |
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7/10/2025 | Perkins Coie Trust Co | 646,249 | $36.84M | 6.3% | +2.6% | 0.022% | |
7/10/2025 | White Wing Wealth Management | 227,504 | $12.97M | 8.8% | +0.4% | 0.008% | |
7/10/2025 | Charter Oak Capital Management LLC | 54,416 | $3.10M | 0.3% | -0.7% | 0.002% | |
7/10/2025 | Voisard Asset Management Group Inc. | 7,259 | $414K | 0.1% | +53.4% | 0.000% | |
7/10/2025 | Hurlow Wealth Management Group Inc. | 428,980 | $24.46M | 6.9% | -0.5% | 0.015% | |
7/10/2025 | Stewardship Advisors LLC | 265,373 | $15.13M | 3.8% | -0.8% | 0.009% | |
7/10/2025 | Worth Asset Management LLC | 45,769 | $2.61M | 1.3% | -1.1% | 0.002% | |
7/10/2025 | Moody National Bank Trust Division | 496,704 | $28.32M | 2.6% | +18.6% | 0.017% | |
7/10/2025 | Security National Bank | 4,267 | $243K | 0.0% | +6.9% | 0.000% | |
7/10/2025 | Sterling Investment Advisors LLC ADV | 3,840 | $219K | 0.1% | -27.9% | 0.000% | |
7/10/2025 | Exchange Traded Concepts LLC | 471,142 | $26.86M | 0.3% | N/A | 0.016% | |
7/10/2025 | Marshall Financial Group LLC | 21,774 | $1.23M | 0.2% | -6.1% | 0.001% | |
7/10/2025 | Weinberger Asset Management Inc | 66,561 | $3.80M | 1.5% | -8.1% | 0.002% | |
7/10/2025 | Bigelow Investment Advisors LLC | 34,521 | $1.97M | 0.9% | -6.2% | 0.001% | |
7/10/2025 | Affiance Financial LLC | 531,391 | $30.30M | 6.2% | +7.7% | 0.018% | |
7/10/2025 | Waypoint Wealth Partners Inc. | 34,746 | $1.98M | 0.5% | -7.1% | 0.001% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 14,727 | $843K | 0.0% | -9.5% | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 3,174,782 | $181.66M | 0.3% | +77.2% | 0.111% | |
7/10/2025 | Moller Wealth Partners | 260,918 | $14.88M | 3.3% | +2.9% | 0.009% | |
7/10/2025 | Wedmont Private Capital | 3,577,671 | $205.04M | 8.7% | +8.2% | 0.125% | |
7/10/2025 | Tompkins Financial Corp | 556,864 | $31.75M | 2.9% | +16.2% | 0.019% | |
7/10/2025 | Uptown Financial Advisors LLC | 51,675 | $2.95M | 2.5% | +5.4% | 0.002% | |
7/10/2025 | Secure Asset Management LLC | 5,373 | $306K | 0.1% | -48.7% | 0.000% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 2,097 | $120K | 0.0% | +169.9% | 0.000% | |
7/10/2025 | Stonekeep Investments LLC | 77,974 | $4.45M | 3.0% | +2.3% | 0.003% | |
7/10/2025 | Brooklyn FI LLC | 585,121 | $33.36M | 8.6% | -9.5% | 0.020% | |
7/10/2025 | Signal Advisors Wealth LLC | 477,690 | $27.23M | 2.1% | +15.9% | 0.017% | |
7/10/2025 | Focus Financial Network Inc. | 343,008 | $19.56M | 0.8% | +8.8% | 0.012% | |
7/10/2025 | Arbor Wealth Advisors LLC | 37,046 | $2.11M | 1.7% | -22.6% | 0.001% | |
7/10/2025 | Sovran Advisors LLC | 70,883 | $4.04M | 0.4% | +134.5% | 0.002% | |
7/9/2025 | Roth Financial Partners LLC | 175,048 | $9.98M | 3.6% | +0.4% | 0.006% | |
7/9/2025 | Praetorian Wealth Management Inc. | 595,170 | $33.93M | 7.8% | -1.0% | 0.021% | |
7/9/2025 | Intelligence Driven Advisers LLC | 13,244 | $755K | 0.1% | +17.0% | 0.000% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 271,018 | $15.45M | 0.5% | -7.6% | 0.009% | |
7/9/2025 | Gilman Hill Asset Management LLC | 6,388 | $364K | 0.1% | N/A | 0.000% | |
7/9/2025 | OLIO Financial Planning | 794,042 | $45.27M | 14.3% | +0.4% | 0.028% | |
7/9/2025 | Kearns & Associates LLC | 309,717 | $17.66M | 10.1% | +3.9% | 0.011% | |
7/9/2025 | Bruce G. Allen Investments LLC | 879 | $50K | 0.0% | -30.2% | 0.000% | |
7/9/2025 | PFW Advisors LLC | 154,222 | $8.79M | 2.7% | -5.9% | 0.005% | |
7/9/2025 | Chesley Taft & Associates LLC | 261,673 | $14.92M | 0.7% | +5.0% | 0.009% | |
7/9/2025 | Sunpointe LLC | 6,243 | $356K | 0.1% | -12.9% | 0.000% | |
7/9/2025 | Towerpoint Wealth LLC | 248,640 | $14.18M | 6.3% | +1.5% | 0.009% | |
7/9/2025 | Sapient Capital LLC | 24,411 | $1.39M | 0.0% | +15.6% | 0.001% | |
7/9/2025 | Seaside Wealth Management Inc. | 857,699 | $48.90M | 15.6% | +2.1% | 0.030% | |
7/9/2025 | Procyon Advisors LLC | 137,428 | $7.84M | 0.7% | +3.8% | 0.005% | |
7/9/2025 | Camelot Technology Advisors Inc. | 65,245 | $3.72M | 3.2% | +0.7% | 0.002% | |
7/9/2025 | Baron Wealth Management LLC | 50,937 | $2.90M | 1.0% | +0.7% | 0.002% | |
7/9/2025 | Goelzer Investment Management Inc. | 5,431 | $310K | 0.0% | +27.6% | 0.000% | |
7/9/2025 | Lbmc Investment Advisors LLC | 406,696 | $23.19M | 1.7% | +1.7% | 0.014% | |
7/9/2025 | Aaron Wealth Advisors LLC | 8,039 | $458K | 0.0% | +3.8% | 0.000% | |
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7/9/2025 | Thrive Wealth Management LLC | 44,549 | $2.54M | 0.4% | -2.4% | 0.002% | |
7/9/2025 | Breakwater Capital Group | 29,217 | $1.67M | 0.3% | +3.2% | 0.001% | |
7/9/2025 | Hardin Capital Partners LLC | 20,221 | $1.15M | 0.7% | +4.8% | 0.001% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 40,143 | $2.29M | 0.3% | +9.6% | 0.001% | |
7/9/2025 | Wolff Financial Management LLC | 696,012 | $39.68M | 10.2% | +0.8% | 0.024% | |
7/9/2025 | Alesco Advisors LLC | 878,694 | $50.09M | 1.4% | -0.8% | 0.031% | |
7/9/2025 | Burt Wealth Advisors | 90,941 | $5.19M | 1.2% | +11.4% | 0.003% | |
7/9/2025 | Fragasso Financial Advisors Inc | 17,176 | $979K | 0.1% | +10.9% | 0.001% | |
7/9/2025 | Fiduciary Alliance LLC | 8,732 | $498K | 0.0% | +3.5% | 0.000% | |
7/9/2025 | First Bank & Trust | 844,949 | $48.17M | 8.6% | -1.4% | 0.029% | |