10/17/2025 | Oak Harvest Investment Services | 8,509 | $6.35M | 0.7% | +6.2% | 0.006% | |
10/17/2025 | Lpwm LLC | 3,301 | $2.47M | 0.7% | +5.0% | 0.002% | |
10/17/2025 | HM Payson & Co. | 739 | $552K | 0.0% | +5.1% | 0.000% | |
10/17/2025 | Global Wealth Management LLC | 4,280 | $3.20M | 1.7% | -6.4% | 0.003% | |
10/17/2025 | Retireful LLC | 2,941 | $2.20M | 2.1% | +3.4% | 0.002% | |
10/17/2025 | Annex Advisory Services LLC | 27,815 | $20.77M | 0.4% | -0.4% | 0.019% | |
10/17/2025 | Goldstone Financial Group LLC | 3,499 | $2.61M | 0.3% | +17.6% | 0.002% | |
10/17/2025 | Private Wealth Management Group LLC | 246 | $183K | 0.1% | +434.8% | 0.000% | |
10/17/2025 | Aquire Wealth Advisors LLC | 268 | $200K | 0.0% | -16.3% | 0.000% | |
10/17/2025 | Institute for Wealth Management LLC. | 4,417 | $3.30M | 0.3% | +8.4% | 0.003% | |
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10/17/2025 | KW Wealth Management LLC | 453 | $338K | 0.6% | N/A | 0.000% | |
10/17/2025 | Archford Capital Strategies LLC | 4,445 | $3.32M | 0.4% | -3.3% | 0.003% | |
10/17/2025 | Valley National Advisers Inc. | 9,124 | $6.81M | 1.1% | -2.0% | 0.006% | |
10/17/2025 | Perigon Wealth Management LLC | 29,115 | $21.74M | 0.4% | +3.0% | 0.020% | |
10/17/2025 | Sowell Financial Services LLC | 1,645 | $1.23M | 0.0% | -1.1% | 0.001% | |
10/17/2025 | Thompson Investment Management Inc. | 203 | $152K | 0.0% | N/A | 0.000% | |
10/17/2025 | Lakeridge Wealth Management LLC | 408 | $305K | 0.1% | +4.1% | 0.000% | |
10/17/2025 | MKT Advisors LLC | 561 | $422K | 0.2% | -14.9% | 0.000% | |
10/17/2025 | Founders Grove Wealth Partners LLC | 27,288 | $20.37M | 4.8% | -6.5% | 0.018% | |
10/17/2025 | FSM Wealth Advisors LLC | 1,371 | $1.02M | 0.1% | -2.2% | 0.001% | |
10/17/2025 | Apella Capital LLC | 1,435 | $1.08M | 0.0% | +22.2% | 0.001% | |
10/17/2025 | Smallwood Wealth Investment Management LLC | 86 | $64K | 0.0% | +22.9% | 0.000% | |
10/17/2025 | Apollon Financial LLC | 5,102 | $3.81M | 0.6% | +1.6% | 0.003% | |
10/17/2025 | Apollon Wealth Management LLC | 67,140 | $50.13M | 0.9% | +1.0% | 0.045% | |
10/17/2025 | Cadinha & Co. LLC | 285 | $213K | 0.0% | N/A | 0.000% | |
10/16/2025 | AMI Investment Management Inc. | 67,199 | $50.17M | 11.6% | +4.2% | 0.045% | |
10/16/2025 | Fulton Breakefield Broenniman LLC | 378 | $282K | 0.0% | -20.3% | 0.000% | |
10/16/2025 | Griffin Asset Management Inc. | 3,857 | $2.88M | 0.3% | +43.5% | 0.003% | |
10/16/2025 | Beacon Capital Management Inc. | 167,340 | $124.94M | 6.0% | -13.6% | 0.113% | |
10/16/2025 | New Hampshire Trust | 576 | $430K | 0.1% | +39.8% | 0.000% | |
10/16/2025 | Asset Planning Services Inc. LA ADV | 824 | $615K | 0.3% | N/A | 0.001% | |
10/16/2025 | HBW Advisory Services LLC | 2,082 | $1.55M | 0.2% | +11.2% | 0.001% | |
10/16/2025 | CMG Global Holdings LLC | 5,232 | $3.94M | 1.9% | +22.4% | 0.004% | |
10/16/2025 | Tower View Wealth Management LLC | 3,466 | $2.59M | 1.3% | +1.6% | 0.002% | |
10/16/2025 | Burney Co. | 835 | $623K | 0.0% | -7.0% | 0.001% | |
10/16/2025 | City State Bank | 3,031 | $2.26M | 0.7% | +1.4% | 0.002% | |
10/16/2025 | Marotta Asset Management | 45,686 | $34.38M | 6.5% | -9.9% | 0.031% | |
10/16/2025 | Regent Peak Wealth Advisors LLC | 2,399 | $1.79M | 0.3% | N/A | 0.002% | |
10/16/2025 | Curran Financial Partners LLC | 22,421 | $16.74M | 3.3% | +3.0% | 0.015% | |
10/16/2025 | HBK Sorce Advisory LLC | 669 | $504K | 0.0% | +8.6% | 0.000% | |
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10/16/2025 | Axos Invest Inc. | 701 | $524K | 0.4% | -24.2% | 0.000% | |
10/16/2025 | Sheets Smith Wealth Management | 623 | $465K | 0.1% | -7.6% | 0.000% | |
10/16/2025 | Sharper & Granite LLC | 5,982 | $4.47M | 1.6% | +42.4% | 0.004% | |
10/16/2025 | Capital Advisors Wealth Management LLC | 37,860 | $28.27M | 4.0% | +0.4% | 0.026% | |
10/15/2025 | CWM LLC | 12,106 | $9.04M | 0.0% | -1.4% | 0.008% | |
10/15/2025 | MY Wealth Management Inc. | 8,745 | $6.53M | 5.7% | +0.6% | 0.006% | |
10/15/2025 | Independent Wealth Network Inc. | 615 | $459K | 0.1% | +9.8% | 0.000% | |
10/15/2025 | Patriot Investment Management Group Inc. | 5,950 | $4.44M | 0.3% | -2.8% | 0.004% | |
10/15/2025 | Cadent Capital Advisors LLC | 2,195 | $1.64M | 0.4% | +22.6% | 0.001% | |
10/15/2025 | First PREMIER Bank | 17,761 | $13.26M | 3.0% | -0.6% | 0.012% | |
10/15/2025 | HRC Wealth Management LLC | 1,180 | $881K | 0.4% | -3.8% | 0.001% | |
10/15/2025 | Mascagni Wealth Management Inc. | 1,015 | $758K | 0.6% | -1.4% | 0.001% | |
10/15/2025 | World Investment Advisors | 8,475 | $6.33M | 0.1% | +16.6% | 0.006% | |
10/15/2025 | Brookstone Capital Management | 16,175 | $12.08M | 0.1% | +38.6% | 0.011% | |
10/15/2025 | Triangle Securities Wealth Management | 20,518 | $15.32M | 3.5% | +4.2% | 0.014% | |
10/15/2025 | Private Trust Co. NA | 952 | $711K | 0.1% | +25.8% | 0.001% | |
10/15/2025 | Founders Financial Securities LLC | 546 | $407K | 0.0% | -28.5% | 0.000% | |
10/15/2025 | Gilman Hill Asset Management LLC | 1,062 | $793K | 0.1% | -7.3% | 0.001% | |
10/15/2025 | Chatham Capital Group Inc. | 19,541 | $14.59M | 2.1% | -2.9% | 0.013% | |
10/15/2025 | McClarren Financial Advisors Inc. | 3,976 | $2.97M | 1.9% | +172.0% | 0.003% | |
10/15/2025 | DAVENPORT & Co LLC | 7,969 | $5.95M | 0.0% | -2.1% | 0.005% | |
10/15/2025 | Plancorp LLC | 2,085 | $1.56M | 0.0% | -7.3% | 0.001% | |
10/15/2025 | Enclave Advisors LLC | 38,131 | $28.47M | 4.3% | +1.5% | 0.026% | |
10/15/2025 | MB Levis & Associates LLC | 405 | $302K | 0.1% | -32.9% | 0.000% | |
10/15/2025 | Praetorian Wealth Management Inc. | 21,737 | $16.23M | 3.3% | -0.5% | 0.015% | |
10/15/2025 | Sound Stewardship LLC | 8,562 | $6.39M | 3.1% | -1.3% | 0.006% | |
10/14/2025 | Key Client Fiduciary Advisors LLC | 607 | $453K | 0.2% | +8.2% | 0.000% | |
10/14/2025 | Highline Wealth Partners LLC | 5,610 | $4.19M | 1.1% | -6.4% | 0.004% | |
10/14/2025 | OLD National Bancorp IN | 6,009 | $4.49M | 0.1% | -2.3% | 0.004% | |
10/14/2025 | Affiance Financial LLC | 2,709 | $2.02M | 0.4% | +2.5% | 0.002% | |
10/14/2025 | Trust Co. of Vermont | 6,279 | $4.69M | 0.2% | +1.2% | 0.004% | |
10/14/2025 | Farther Finance Advisors LLC | 13,934 | $10.40M | 0.2% | +16.9% | 0.009% | |
10/14/2025 | Cranbrook Wealth Management LLC | 296 | $221K | 0.0% | -5.7% | 0.000% | |
10/14/2025 | Berger Financial Group Inc | 2,079 | $1.55M | 0.1% | -1.0% | 0.001% | |
10/14/2025 | HBK Sorce Advisory LLC | 686 | $527K | 0.0% | +11.4% | 0.000% | |
10/14/2025 | M. Kraus & Co | 3,409 | $2.55M | 0.7% | N/A | 0.002% | |
10/14/2025 | LongView Wealth Management | 374 | $279K | 0.1% | +3.9% | 0.000% | |
10/14/2025 | BlueSky Wealth Advisors LLC | 476 | $355K | 0.0% | N/A | 0.000% | |
10/14/2025 | Exchange Traded Concepts LLC | 8,124 | $6.07M | 0.1% | +0.9% | 0.005% | |
10/14/2025 | AA Financial Advisors LLC | 1,600 | $1.19M | 0.2% | +263.6% | 0.001% | |
10/14/2025 | Brighton Jones LLC | 3,128 | $2.34M | 0.1% | +2.3% | 0.002% | |
10/14/2025 | Evanson Asset Management LLC | 2,966 | $2.21M | 0.1% | -6.4% | 0.002% | |
10/14/2025 | Pioneer Wealth Management Group | 359 | $268K | 0.1% | N/A | 0.000% | |
10/14/2025 | JBR Co Financial Management Inc | 16,170 | $12.07M | 5.1% | +1.9% | 0.011% | |
10/14/2025 | Capital Insight Partners LLC | 626 | $467K | 0.1% | +4.5% | 0.000% | |
10/14/2025 | Clarius Group LLC | 3,066 | $2.29M | 0.1% | -25.9% | 0.002% | |
10/14/2025 | TCI Wealth Advisors Inc. | 776 | $579K | 0.0% | +2.5% | 0.001% | |
10/14/2025 | Rockwood Wealth Management LLC | 2,045 | $1.53M | 0.1% | -11.7% | 0.001% | |
10/10/2025 | Marion Wealth Management | 7,665 | $5.72M | 1.4% | -0.9% | 0.005% | |
10/10/2025 | Diversified Enterprises LLC | 9,248 | $6.91M | 0.5% | +4.9% | 0.006% | |
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10/10/2025 | Fifth Third Securities Inc. | 14,857 | $11.09M | 0.8% | -3.4% | 0.010% | |
10/10/2025 | Sound Income Strategies LLC | 227 | $174K | 0.0% | -8.5% | 0.000% | |
10/10/2025 | Thomasville National Bank | 5,554 | $4.15M | 0.3% | +6.1% | 0.004% | |
10/10/2025 | Foster Victor Wealth Advisors LLC | 344 | $260K | 0.0% | +10.6% | 0.000% | |
10/10/2025 | Myecfo LLC | 965 | $720K | 0.3% | +6.5% | 0.001% | |
10/10/2025 | Red Door Wealth Management LLC | 1,680 | $1.26M | 0.1% | +7.4% | 0.001% | |
10/10/2025 | Flputnam Investment Management Co. | 11,111 | $8.30M | 0.1% | -12.9% | 0.008% | |
10/10/2025 | Falcon Wealth Planning | 2,053 | $1.53M | 0.1% | -4.4% | 0.001% | |
10/10/2025 | Focused Wealth Management Inc | 15,229 | $11.37M | 1.2% | -1.2% | 0.010% | |
10/10/2025 | Bowman & Co S.C. | 592 | $443K | 0.2% | +63.5% | 0.000% | |