10/6/2025 | PPS&V Asset Management Consultants Inc. | 10,678 | $2.30M | 1.3% | +1.4% | 0.002% | |
10/6/2025 | Boltwood Capital Management | 3,407 | $735K | 0.2% | -1.4% | 0.001% | |
10/6/2025 | Baring Financial LLC | 8,199 | $1.77M | 1.2% | -4.2% | 0.002% | |
10/6/2025 | Venture Visionary Partners LLC | 45,156 | $9.74M | 0.3% | -50.8% | 0.010% | |
10/6/2025 | Nilsine Partners LLC | 5,670 | $1.22M | 0.1% | -9.2% | 0.001% | |
10/6/2025 | Cambridge Financial Group LLC | 8,211 | $1.77M | 0.6% | -21.9% | 0.002% | |
10/3/2025 | Dominguez Wealth Management Solutions Inc. | 1,474 | $318K | 0.2% | +4.8% | 0.000% | |
10/3/2025 | Summit Financial Wealth Advisors LLC | 4,960 | $1.08M | 0.2% | +5.8% | 0.001% | |
10/3/2025 | Morangie Management LLC | 970 | $209K | 0.2% | N/A | 0.000% | |
10/3/2025 | St. Clair Advisors LLC | 14,327 | $3.09M | 0.8% | -9.5% | 0.003% | |
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10/3/2025 | IMPACTfolio LLC | 1,293 | $279K | 0.1% | N/A | 0.000% | |
10/3/2025 | West Oak Capital LLC | 2,450 | $529K | 0.2% | -21.6% | 0.001% | |
10/3/2025 | Dentgroup LLC | 17,211 | $3.71M | 2.4% | -1.6% | 0.004% | |
10/3/2025 | Shorepoint Capital Partners LLC | 1,336 | $288K | 0.1% | N/A | 0.000% | |
10/3/2025 | Breakwater Investment Management | 24,195 | $5.22M | 1.9% | -1.2% | 0.005% | |
10/2/2025 | Trust Co of the South | 975 | $210K | 0.0% | N/A | 0.000% | |
10/2/2025 | Helen Stephens Group LLC | 32,631 | $7.04M | 1.6% | -0.3% | 0.007% | |
10/2/2025 | Global Wealth Strategies & Associates | 59,287 | $12.79M | 3.3% | +5.3% | 0.013% | |
10/1/2025 | Park National Corp OH | 4,045 | $873K | 0.0% | -6.4% | 0.001% | |
10/1/2025 | Vigilare Wealth Management | 24,828 | $5.36M | 1.9% | -4.5% | 0.006% | |
10/1/2025 | Farmers Trust Co. | 1,550 | $334K | 0.1% | +26.6% | 0.000% | |
10/1/2025 | Hobart Private Capital LLC | 4,396 | $949K | 0.2% | +3.5% | 0.001% | |
9/30/2025 | Rydar Equities Inc. | 2,188 | $448K | 0.4% | N/A | 0.000% | |
9/26/2025 | Corient Private Wealth LLC | 835,400 | $170.99M | 0.2% | -3.2% | 0.185% | |
9/26/2025 | Capital A Wealth Management LLC | 300 | $61K | 0.6% | N/A | 0.000% | |
9/25/2025 | National Wealth Management Group LLC | 5,166 | $1.06M | 0.6% | +19.9% | 0.001% | |
9/22/2025 | Caldwell Trust Co | 12,498 | $2.56M | 0.3% | N/A | 0.003% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 35,790 | $7.72M | 1.3% | +6.8% | 0.008% | |
9/19/2025 | Canal Capital Management LLC | 4,283 | $877K | 0.1% | -1.4% | 0.001% | |
9/19/2025 | Base Wealth Management LLC | 14,086 | $2.88M | 1.8% | -13.8% | 0.003% | |
9/9/2025 | Cambridge Financial Group LLC | 10,511 | $2.15M | 0.8% | +0.7% | 0.002% | |
9/9/2025 | NWF Advisory Services Inc. | 64,805 | $13.26M | 1.6% | +2.2% | 0.014% | |
9/4/2025 | Reynders McVeigh Capital Management LLC | 9,902 | $2.03M | 0.1% | -13.7% | 0.002% | |
9/4/2025 | Osaic Holdings Inc. | 1,597,309 | $327.05M | 0.6% | +10.4% | 0.354% | |
9/3/2025 | American Trust | 2,026 | $415K | 0.0% | N/A | 0.000% | |
9/2/2025 | FSC Wealth Advisors LLC | 121 | $25K | 0.0% | -99.6% | 0.000% | |
8/29/2025 | Evolution Wealth Management Inc. | 1,251 | $256K | 0.3% | N/A | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 16,750 | $3.43M | 0.2% | -5.3% | 0.004% | |
8/28/2025 | Stark Wealth Management LLC | 1,081 | $221K | 0.3% | N/A | 0.000% | |
8/28/2025 | Midwestern Financial LLC IA | 7,842 | $1.61M | 1.5% | N/A | 0.002% | |
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8/27/2025 | Barnes Wealth Management Group Inc | 5,590 | $1.14M | 0.7% | -4.9% | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 8,934 | $1.83M | 0.0% | -30.6% | 0.002% | |
8/27/2025 | Seneca Financial Advisors LLC | 147,516 | $30.19M | 11.6% | +0.6% | 0.033% | |
8/27/2025 | Squarepoint Ops LLC | 5,768 | $1.18M | 0.0% | N/A | 0.001% | |
8/26/2025 | Thrivent Financial for Lutherans | 9,935 | $2.03M | 0.0% | -17.9% | 0.002% | |
8/26/2025 | Claris Financial LLC | 5,523 | $1.13M | 0.9% | +4.8% | 0.001% | |
8/25/2025 | Silverlake Wealth Management LLC | 9,636 | $1.97M | 0.6% | +39.6% | 0.002% | |
8/21/2025 | Pathway Financial Advisers LLC | 19,712 | $4.03M | 1.3% | +3.9% | 0.004% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 1,735 | $355K | 0.4% | N/A | 0.000% | |
8/20/2025 | Thompson Davis & CO. Inc. | 8,421 | $1.72M | 0.9% | +12.3% | 0.002% | |
8/20/2025 | Coppell Advisory Solutions LLC | 5,664 | $1.16M | 0.1% | +2.5% | 0.001% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 38,577 | $7.90M | 0.4% | N/A | 0.009% | |
8/19/2025 | Cape Investment Advisory Inc. | 2,474 | $506K | 0.2% | +8.7% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 68,379 | $14.09M | 0.2% | +2.5% | 0.015% | |
8/19/2025 | Asset Dedication LLC | 3,250 | $665K | 0.0% | +18.0% | 0.001% | |
8/19/2025 | Element Pointe Advisors LLC | 1,000 | $205K | 0.0% | N/A | 0.000% | |
8/19/2025 | Hohimer Wealth Management LLC | 14,297 | $2.93M | 0.5% | +6.4% | 0.003% | |
8/18/2025 | Finward Bancorp | 11,356 | $2.32M | 1.8% | +7.7% | 0.003% | |
8/18/2025 | N.E.W. Advisory Services LLC | 3,065 | $627K | 0.1% | -9.3% | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 18,894 | $3.87M | 0.1% | +25.3% | 0.004% | |
8/18/2025 | Kestra Investment Management LLC | 1,177 | $241K | 0.0% | +4.5% | 0.000% | |
8/18/2025 | Second Line Capital LLC | 2,871 | $590K | 0.1% | -9.1% | 0.001% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 5,220 | $1.07M | 0.1% | -3.3% | 0.001% | |
8/16/2025 | Evergreen Capital Management LLC | 68,243 | $14.03M | 0.4% | +2.3% | 0.015% | |
8/16/2025 | Headlands Technologies LLC | 412 | $84K | 0.0% | -36.9% | 0.000% | |
8/15/2025 | High Falls Advisors Inc | 1,735 | $355K | 0.1% | +11.6% | 0.000% | |
8/15/2025 | Nikulski Financial Inc. | 105,523 | $21.60M | 5.9% | -0.2% | 0.023% | |
8/15/2025 | First Heartland Consultants Inc. | 40,726 | $8.34M | 0.7% | -5.1% | 0.009% | |
8/15/2025 | Sugar Maple Asset Management LLC | 18,044 | $3.69M | 2.9% | +11.4% | 0.004% | |
8/15/2025 | Asset Allocation Strategies LLC | 24,079 | $4.93M | 0.9% | -4.5% | 0.005% | |
8/15/2025 | LGL Partners LLC | 15,259 | $3.14M | 1.4% | -2.9% | 0.003% | |
8/15/2025 | Blue Edge Capital LLC | 10,426 | $2.13M | 0.3% | -2.7% | 0.002% | |
8/15/2025 | Corient Private Wealth LLC | 1,750,677 | $358.33M | 0.5% | +102.8% | 0.388% | |
8/15/2025 | Equitable Holdings Inc. | 265,569 | $54.35M | 0.4% | +8.6% | 0.059% | |
8/15/2025 | Florida Financial Advisors LLC | 1,041 | $213K | 0.1% | N/A | 0.000% | |
8/15/2025 | Northeast Financial Consultants Inc | 645,156 | $132.04M | 5.4% | +1.0% | 0.143% | |
8/15/2025 | Captrust Financial Advisors | 1,217,884 | $249.26M | 0.6% | +4.2% | 0.270% | |
8/15/2025 | Blue Chip Partners LLC | 16,394 | $3.36M | 0.3% | +0.5% | 0.004% | |
8/15/2025 | Keel Point LLC | 8,495 | $1.74M | 0.1% | +33.2% | 0.002% | |
8/15/2025 | Fidelity D & D Bancorp Inc. | 25,026 | $5.12M | 3.1% | +13.6% | 0.006% | |
8/15/2025 | Manhattan West Asset Management LLC | 7,164 | $1.47M | 0.3% | +2.4% | 0.002% | |
8/15/2025 | United Services Automobile Association | 10,867 | $2.22M | 0.2% | -3.2% | 0.002% | |
8/15/2025 | Cooksen Wealth LLC | 660 | $135K | 0.1% | -14.4% | 0.000% | |
8/15/2025 | WFA of San Diego LLC | 12,050 | $2.47M | 1.8% | N/A | 0.003% | |
8/15/2025 | Lantern Wealth Advisors LLC | 3,933 | $805K | 0.5% | N/A | 0.001% | |
8/15/2025 | Vident Advisory LLC | 7,425 | $1.52M | 0.0% | -7.7% | 0.002% | |
8/15/2025 | Visionary Wealth Advisors | 73,727 | $15.09M | 0.8% | +0.2% | 0.016% | |
8/15/2025 | Tidal Investments LLC | 24,895 | $5.10M | 0.0% | -14.9% | 0.006% | |
8/15/2025 | Snowden Capital Advisors LLC | 95,438 | $19.62M | 0.6% | +0.3% | 0.021% | |
8/15/2025 | Redwood Financial Network Corp | 995 | $204K | 0.1% | N/A | 0.000% | |
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8/15/2025 | Orion Porfolio Solutions LLC | 392,738 | $80.38M | 0.6% | +2,949.7% | 0.087% | |
8/15/2025 | MML Investors Services LLC | 583,059 | $119.34M | 0.3% | +3.2% | 0.129% | |
8/15/2025 | Monograph Wealth Advisors LLC | 6,627 | $1.36M | 0.2% | -2.2% | 0.001% | |
8/15/2025 | Mendel Capital Management LLC | 60,546 | $12.39M | 7.1% | -3.2% | 0.013% | |
8/15/2025 | Modern Wealth Management LLC | 47,285 | $9.68M | 0.2% | -1.8% | 0.010% | |
8/15/2025 | LM Advisors LLC | 97,238 | $19.90M | 2.6% | +0.5% | 0.022% | |
8/15/2025 | HRT Financial LP | 7,595 | $1.55M | 0.0% | N/A | 0.002% | |
8/15/2025 | Helium Advisors LLC | 3,449 | $706K | 0.4% | +11.0% | 0.001% | |
8/15/2025 | ICONIQ Capital LLC | 16,466 | $3.37M | 0.1% | -0.8% | 0.004% | |
8/15/2025 | IHT Wealth Management LLC | 35,290 | $7.22M | 0.2% | -7.3% | 0.008% | |