7/17/2025 | Astoria Strategic Wealth Inc. | 575,009 | $28.19M | 7.6% | -0.7% | 0.074% | |
7/17/2025 | Jackson Grant Investment Advisers Inc. | 13,263 | $650K | 0.2% | -7.0% | 0.002% | |
7/17/2025 | Vermillion Wealth Management Inc. | 45,463 | $2.23M | 1.1% | -51.6% | 0.006% | |
7/17/2025 | Capital Insight Partners LLC | 24,999 | $1.23M | 0.2% | -6.2% | 0.003% | |
7/17/2025 | Genesis Private Wealth LLC | 136,735 | $6.70M | 3.2% | +7.4% | 0.018% | |
7/17/2025 | Heritage Investment Group Inc. | 814,860 | $39.95M | 6.9% | +11.3% | 0.105% | |
7/17/2025 | San Luis Wealth Advisors LLC | 279,910 | $13.72M | 2.9% | -27.2% | 0.036% | |
7/17/2025 | Mustard Seed Financial LLC | 92,970 | $4.56M | 3.3% | +37.0% | 0.012% | |
7/17/2025 | Coastline Trust Co | 183,708 | $9.01M | 1.0% | -8.7% | 0.024% | |
7/17/2025 | Stone Summit Wealth LLC | 24,403 | $1.20M | 0.4% | -26.4% | 0.003% | |
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7/17/2025 | Fort Washington Investment Advisors Inc. OH | 25,664 | $1.26M | 0.0% | -10.3% | 0.003% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 675,264 | $33.11M | 3.0% | -12.9% | 0.087% | |
7/17/2025 | Keystone Global Partners LLC | 371,980 | $18.24M | 9.9% | +34.5% | 0.048% | |
7/17/2025 | Neumann Capital Management LLC | 45,448 | $2.23M | 0.7% | -15.5% | 0.006% | |
7/17/2025 | Lakewood Asset Management LLC | 24,954 | $1.22M | 0.8% | +9.5% | 0.003% | |
7/17/2025 | Johnson Bixby & Associates LLC | 23,639 | $1.16M | 0.2% | -11.8% | 0.003% | |
7/17/2025 | Luminvest Wealth Management LLC | 418,936 | $20.49M | 7.3% | +11.6% | 0.054% | |
7/17/2025 | Hengehold Capital Management LLC | 19,491 | $956K | 0.1% | -92.1% | 0.003% | |
7/17/2025 | TBH Global Asset Management LLC | 109,190 | $5.35M | 0.6% | +591.2% | 0.014% | |
7/17/2025 | Chatham Capital Group Inc. | 58,115 | $2.85M | 0.4% | -6.1% | 0.008% | |
7/17/2025 | Sage Rhino Capital LLC | 37,903 | $1.86M | 0.4% | -4.8% | 0.005% | |
7/16/2025 | Spirepoint Private Client LLC | 180,599 | $8.86M | 1.0% | -3.8% | 0.023% | |
7/16/2025 | Diversified Enterprises LLC | 80,135 | $3.93M | 0.3% | +16.5% | 0.010% | |
7/16/2025 | Cahaba Wealth Management Inc. | 362,753 | $17.79M | 1.4% | +16.2% | 0.047% | |
7/16/2025 | Independent Wealth Network Inc. | 7,349 | $360K | 0.1% | -9.2% | 0.001% | |
7/16/2025 | Meredith Wealth Planning | 33,096 | $1.62M | 0.6% | -20.9% | 0.004% | |
7/16/2025 | Encompass Wealth Advisors LLC | 21,020 | $1.03M | 0.4% | +23.5% | 0.003% | |
7/16/2025 | Signaturefd LLC | 621 | $30K | 0.0% | -98.9% | 0.000% | |
7/16/2025 | ORG Partners LLC | 19,795 | $969K | 0.2% | N/A | 0.003% | |
7/16/2025 | Rainier Family Wealth Inc. | 20,352 | $998K | 1.0% | +18.7% | 0.003% | |
7/16/2025 | Paragon Capital Management Ltd | 102,091 | $5.01M | 0.9% | -8.7% | 0.013% | |
7/16/2025 | Kendall Capital Management | 4,467 | $219K | 0.1% | -49.2% | 0.001% | |
7/16/2025 | 1834 Investment Advisors Co. | 26,688 | $1.31M | 0.2% | +15.0% | 0.003% | |
7/16/2025 | Eagle Global Advisors LLC | 39,140 | $1.92M | 0.1% | +4.0% | 0.005% | |
7/16/2025 | ST Germain D J Co. Inc. | 42,096 | $2.06M | 0.1% | +7.8% | 0.005% | |
7/16/2025 | Spinnaker Investment Group LLC | 4,713 | $231K | 0.1% | -19.4% | 0.001% | |
7/16/2025 | New Insight Wealth Advisors | 5,773 | $283K | 0.1% | N/A | 0.001% | |
7/16/2025 | Falcon Wealth Planning | 6,218 | $305K | 0.0% | -8.5% | 0.001% | |
7/16/2025 | Embree Financial Group | 13,381 | $656K | 0.1% | N/A | 0.002% | |
7/16/2025 | Beaumont Financial Advisors LLC | 40,249 | $1.97M | 0.1% | +3.6% | 0.005% | |
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7/16/2025 | Strategic Investment Solutions Inc. IL | 6,397 | $314K | 0.1% | -73.7% | 0.001% | |
7/16/2025 | Patron Partners LLC | 11,819 | $579K | 0.3% | -13.5% | 0.002% | |
7/16/2025 | TCI Wealth Advisors Inc. | 29,108 | $1.43M | 0.1% | N/A | 0.004% | |
7/16/2025 | American National Bank & Trust | 27,232 | $1.34M | 0.1% | +5.0% | 0.004% | |
7/16/2025 | Tenret Co LLC | 155,053 | $7.60M | 4.1% | -38.5% | 0.020% | |
7/16/2025 | Steph & Co. | 80,889 | $3.97M | 1.3% | +19.9% | 0.010% | |
7/16/2025 | Dakota Wealth Management | 6,263 | $307K | 0.0% | +5.7% | 0.001% | |
7/16/2025 | Perigon Wealth Management LLC | 216,145 | $10.60M | 0.2% | -14.6% | 0.028% | |
7/16/2025 | Magnus Financial Group LLC | 14,888 | $730K | 0.1% | +32.5% | 0.002% | |
7/16/2025 | Motive Wealth Advisors | 85,046 | $4.17M | 1.9% | -9.7% | 0.011% | |
7/16/2025 | Moneywise Inc. | 81,514 | $4.00M | 1.9% | +21.4% | 0.011% | |
7/16/2025 | Newton One Investments LLC | 276,260 | $13.55M | 4.3% | -4.5% | 0.036% | |
7/15/2025 | Level Financial Advisors | 4,460 | $219K | 0.1% | -45.7% | 0.001% | |
7/15/2025 | McAdam LLC | 78,606 | $3.85M | 0.2% | -8.2% | 0.010% | |
7/15/2025 | Perennial Advisors LLC | 23,363 | $1.15M | 0.2% | -10.3% | 0.003% | |
7/15/2025 | Atmos Advisory LLC | 380,344 | $18.65M | 11.9% | +8.7% | 0.049% | |
7/15/2025 | Verum Partners LLC | 4,177 | $205K | 0.0% | -54.4% | 0.001% | |
7/15/2025 | TD Private Client Wealth LLC | 153,772 | $7.54M | 0.2% | +0.8% | 0.020% | |
7/15/2025 | Mather Group LLC. | 865,400 | $42.43M | 0.5% | -11.2% | 0.112% | |
7/15/2025 | Foster Victor Wealth Advisors LLC | 305,192 | $14.94M | 1.0% | +0.5% | 0.039% | |
7/15/2025 | Evanson Asset Management LLC | 296,755 | $14.55M | 0.9% | +14.7% | 0.038% | |
7/15/2025 | Hartmann Taylor Wealth Management LLC | 5,000 | $245K | 0.2% | N/A | 0.001% | |
7/15/2025 | Capstone Capital LLC | 178,706 | $8.76M | 6.4% | +1.7% | 0.023% | |
7/15/2025 | Traction Financial Partners LLC | 79,250 | $3.89M | 2.6% | -15.0% | 0.010% | |
7/15/2025 | Brewster Financial Planning LLC | 36,745 | $1.80M | 1.2% | +12.5% | 0.005% | |
7/15/2025 | Oak Wealth Advisors LLC | 30,347 | $1.49M | 1.0% | -18.9% | 0.004% | |
7/15/2025 | BCS Wealth Management | 16,413 | $805K | 0.2% | +96.6% | 0.002% | |
7/15/2025 | Norden Group LLC | 21,017 | $1.03M | 0.1% | +2.3% | 0.003% | |
7/15/2025 | Vannoy Advisory Group Inc. | 75,869 | $3.72M | 2.6% | -1.5% | 0.010% | |
7/15/2025 | Accurate Wealth Management LLC | 12,482 | $611K | 0.1% | -6.5% | 0.002% | |
7/15/2025 | Axis Wealth Partners LLC | 4,792 | $235K | 0.2% | -6.3% | 0.001% | |
7/15/2025 | Cranbrook Wealth Management LLC | 20,282 | $994K | 0.2% | -1.2% | 0.003% | |
7/15/2025 | MCF Advisors LLC | 3,678 | $180K | 0.0% | -85.9% | 0.000% | |
7/15/2025 | Eaton Financial Holdings Company LLC | 92,439 | $4.53M | 1.4% | +11.8% | 0.012% | |
7/15/2025 | Boyd Wealth Management LLC | 37,192 | $1.82M | 0.8% | -6.6% | 0.005% | |
7/15/2025 | RTD Financial Advisors Inc. | 195,551 | $9.59M | 1.2% | +12.4% | 0.025% | |
7/15/2025 | Revisor Wealth Management LLC | 21,969 | $1.08M | 0.4% | +14.7% | 0.003% | |
7/15/2025 | Farrell Financial LLC | 19,624 | $962K | 0.6% | +1.4% | 0.003% | |
7/15/2025 | CGN Advisors LLC | 140,416 | $6.89M | 0.6% | -28.8% | 0.018% | |
7/15/2025 | Bfsg LLC | 6,645 | $326K | 0.0% | +256.3% | 0.001% | |
7/14/2025 | Occidental Asset Management LLC | 11,197 | $549K | 0.1% | +35.0% | 0.001% | |
7/14/2025 | Opal Wealth Advisors LLC | 6,474 | $317K | 0.1% | -6.9% | 0.001% | |
7/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 148,787 | $7.30M | 1.5% | -37.5% | 0.019% | |
7/14/2025 | Golden State Equity Partners | 15,136 | $742K | 0.1% | +7.0% | 0.002% | |
7/14/2025 | AdvisorNet Financial Inc | 13,313 | $653K | 0.0% | -14.0% | 0.002% | |
7/14/2025 | Mechanics Bank Trust Department | 9,000 | $441K | 0.1% | N/A | 0.001% | |
7/14/2025 | Foster Group Inc. | 911,526 | $44.69M | 1.5% | +17.6% | 0.118% | |
7/14/2025 | Armstrong Advisory Group Inc. | 26,945 | $1.32M | 0.1% | +11.2% | 0.003% | |
7/14/2025 | McGlone Suttner Wealth Management Inc. | 25,867 | $1.27M | 0.2% | -17.5% | 0.003% | |
7/14/2025 | GAMMA Investing LLC | 10,041 | $492K | 0.0% | -15.8% | 0.001% | |
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7/14/2025 | ABLE Financial Group LLC | 32,849 | $1.61M | 0.4% | -89.6% | 0.004% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 22,147 | $1.09M | 0.0% | +32.6% | 0.003% | |
7/14/2025 | Farmers & Merchants Investments Inc. | 1,760 | $86K | 0.0% | +63.0% | 0.000% | |
7/14/2025 | Narus Financial Partners LLC | 11,526 | $565K | 0.2% | +4.1% | 0.001% | |
7/14/2025 | Abound Wealth Management | 4,197 | $206K | 0.1% | +1,253.9% | 0.001% | |
7/14/2025 | Park Avenue Securities LLC | 140,313 | $6.88M | 0.1% | +3.3% | 0.018% | |
7/14/2025 | Sellwood Investment Partners LLC | 53,583 | $2.63M | 1.3% | -8.8% | 0.007% | |
7/14/2025 | Sowell Financial Services LLC | 4,310 | $211K | 0.0% | N/A | 0.001% | |
7/14/2025 | Physician Wealth Advisors Inc. | 951 | $47K | 0.0% | -87.7% | 0.000% | |
7/11/2025 | Annex Advisory Services LLC | 10,645 | $522K | 0.0% | -6.2% | 0.001% | |