10/9/2025 | Princeton Global Asset Management LLC | 10,079 | $3.31M | 0.5% | +0.7% | 0.001% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 89,668 | $29.43M | 0.8% | +4.2% | 0.005% | |
10/9/2025 | Prentice Wealth Management LLC | 205,699 | $67.50M | 16.6% | -0.1% | 0.012% | |
10/9/2025 | Waller Financial Planning Group Inc. | 702 | $230K | 0.1% | N/A | 0.000% | |
10/9/2025 | Bath Savings Trust Co | 6,892 | $2.26M | 0.2% | +2.1% | 0.000% | |
10/9/2025 | Richard P Slaughter Associates Inc | 1,521 | $499K | 0.1% | -34.8% | 0.000% | |
10/9/2025 | Voya Financial Advisors Inc. | 12,233 | $4.00M | 0.4% | +9.4% | 0.001% | |
10/9/2025 | Stillwater Capital Advisors LLC | 1,763 | $579K | 0.1% | N/A | 0.000% | |
10/9/2025 | Harbour Capital Advisors LLC | 5,006 | $1.65M | 0.3% | -8.7% | 0.000% | |
10/9/2025 | Peak Financial Management Inc. | 95,233 | $31.25M | 8.3% | -3.2% | 0.006% | |
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10/9/2025 | Affinity Capital Advisors LLC | 849 | $280K | 0.0% | -8.1% | 0.000% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 59,151 | $19.41M | 0.6% | -6.4% | 0.004% | |
10/9/2025 | Eclectic Associates Inc. ADV | 883 | $290K | 0.1% | +12.5% | 0.000% | |
10/9/2025 | Fermata Advisors LLC | 6,223 | $2.04M | 0.5% | +2.0% | 0.000% | |
10/9/2025 | Halter Ferguson Financial Inc. | 3,068 | $1.01M | 0.2% | -2.6% | 0.000% | |
10/9/2025 | Prosperity Planning Inc. | 3,045 | $999K | 0.3% | -8.5% | 0.000% | |
10/9/2025 | NavPoint Financial Inc. | 15,072 | $4.95M | 2.6% | -0.3% | 0.001% | |
10/9/2025 | Long Run Wealth Advisors LLC | 13,890 | $4.56M | 0.9% | -0.5% | 0.001% | |
10/9/2025 | Embree Financial Group | 12,869 | $4.22M | 0.6% | -1.3% | 0.001% | |
10/9/2025 | Riversedge Advisors LLC | 3,298 | $1.08M | 0.2% | +34.9% | 0.000% | |
10/9/2025 | Peterson Wealth Advisors LLC | 52,532 | $17.32M | 2.6% | -3.1% | 0.003% | |
10/9/2025 | Pacifica Partners Inc. | 7,119 | $2.34M | 0.8% | -0.7% | 0.000% | |
10/8/2025 | First County Bank CT | 2,218 | $728K | 0.4% | -2.2% | 0.000% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 23,339 | $7.66M | 1.0% | -32.0% | 0.001% | |
10/8/2025 | Hilltop National Bank | 3,211 | $1.05M | 0.3% | -1.5% | 0.000% | |
10/8/2025 | YHB Investment Advisors Inc. | 10,812 | $3.55M | 0.3% | -2.8% | 0.001% | |
10/8/2025 | Teamwork Financial Advisors LLC | 787 | $258K | 0.0% | -17.3% | 0.000% | |
10/8/2025 | Agate Pass Investment Management LLC | 2,723 | $894K | 0.3% | +2.4% | 0.000% | |
10/8/2025 | Armstrong Advisory Group Inc. | 5,879 | $1.93M | 0.1% | +0.7% | 0.000% | |
10/8/2025 | Fiduciary Alliance LLC | 17,126 | $5.62M | 0.4% | +32.6% | 0.001% | |
10/8/2025 | Wealth Group Ltd | 7,480 | $2.46M | 0.6% | +45.2% | 0.000% | |
10/8/2025 | Retirement Wealth Solutions LLC | 2,457 | $806K | 0.5% | +1.4% | 0.000% | |
10/8/2025 | Legacy Private Trust Co. | 506,562 | $166.24M | 9.9% | -2.6% | 0.031% | |
10/8/2025 | Kwmg LLC | 11,493 | $3.77M | 0.3% | +1.5% | 0.001% | |
10/8/2025 | Wedmont Private Capital | 396,920 | $130.83M | 4.9% | +8.3% | 0.024% | |
10/8/2025 | RF&L Wealth Management LLC | 15,650 | $5.14M | 3.0% | +0.2% | 0.001% | |
10/8/2025 | Bluestem Financial Advisors LLC | 15,199 | $4.99M | 2.0% | -0.3% | 0.001% | |
10/8/2025 | Moulton Wealth Management Inc. | 28,438 | $9.33M | 6.8% | -21.9% | 0.002% | |
10/8/2025 | Ignite Planners LLC | 1,787 | $586K | 0.1% | -2.9% | 0.000% | |
10/8/2025 | Chesley Taft & Associates LLC | 28,837 | $9.46M | 0.4% | -1.3% | 0.002% | |
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10/8/2025 | Integrated Capital Management Inc. | 1,583 | $520K | 0.4% | -78.4% | 0.000% | |
10/8/2025 | Balefire LLC | 4,159 | $1.37M | 0.3% | +23.9% | 0.000% | |
10/8/2025 | Towerpoint Wealth LLC | 2,032 | $667K | 0.3% | +20.2% | 0.000% | |
10/8/2025 | Country Club Bank | 264,041 | $86.37M | 5.1% | +3.1% | 0.016% | |
10/8/2025 | Trinity Wealth Management LLC | 7,411 | $2.43M | 0.9% | +9.5% | 0.000% | |
10/8/2025 | Carr Financial Group Corp | 49,744 | $16.32M | 4.5% | +1.4% | 0.003% | |
10/8/2025 | Kure Advisory LLC | 986 | $324K | 0.2% | -13.2% | 0.000% | |
10/8/2025 | Charis Legacy Partners LLC | 16,457 | $5.40M | 8.1% | -5.9% | 0.001% | |
10/8/2025 | Sendero Wealth Management LLC | 566,989 | $186.07M | 21.8% | -0.6% | 0.034% | |
10/8/2025 | Cypress Point Wealth Management LLC | 38,238 | $12.55M | 2.5% | -0.3% | 0.002% | |
10/8/2025 | Accel Wealth Management | 26,064 | $8.55M | 2.5% | +5.6% | 0.002% | |
10/8/2025 | Baron Financial Group LLC | 5,999 | $1.97M | 1.1% | -1.5% | 0.000% | |
10/8/2025 | Beacon Financial Group | 32,190 | $10.56M | 1.0% | -1.1% | 0.002% | |
10/7/2025 | Trinity Financial Advisors LLC | 43,592 | $14.35M | 4.1% | -3.9% | 0.003% | |
10/7/2025 | Cooper Financial Group | 960 | $315K | 0.0% | -91.2% | 0.000% | |
10/7/2025 | Montecito Bank & Trust | 2,165 | $710K | 0.1% | N/A | 0.000% | |
10/7/2025 | New Covenant Trust Company N.A. | 48,740 | $16.00M | 14.9% | -27.7% | 0.003% | |
10/7/2025 | McLean Asset Management Corp | 25,305 | $8.38M | 1.7% | +0.2% | 0.002% | |
10/7/2025 | Acropolis Investment Management LLC | 12,873 | $3.91M | 0.2% | +98.4% | 0.001% | |
10/7/2025 | StrongBox Wealth LLC | 648 | $213K | 0.1% | N/A | 0.000% | |
10/7/2025 | ST Germain D J Co. Inc. | 5,322 | $1.75M | 0.1% | -1.2% | 0.000% | |
10/7/2025 | Sage Capital Advisors llc | 3,850 | $1.26M | 0.3% | +5.7% | 0.000% | |
10/7/2025 | Ervin Investment Management LLC | 1,656 | $543K | 0.3% | -2.4% | 0.000% | |
10/7/2025 | Traphagen Investment Advisors LLC | 45,351 | $14.88M | 1.3% | +0.7% | 0.003% | |
10/7/2025 | Salem Investment Counselors Inc. | 6,401 | $2.10M | 0.1% | -1.8% | 0.000% | |
10/7/2025 | Friday Financial | 16,467 | $5.40M | 2.3% | +0.9% | 0.001% | |
10/7/2025 | Sonora Investment Management Group LLC | 3,992 | $1.31M | 0.1% | -1.7% | 0.000% | |
10/7/2025 | Hardin Capital Partners LLC | 12,461 | $4.09M | 2.2% | +2.9% | 0.001% | |
10/7/2025 | Thrive Wealth Management LLC | 18,729 | $6.15M | 0.9% | +1.4% | 0.001% | |
10/7/2025 | Wiser Wealth Management Inc | 4,106 | $1.35M | 0.3% | -3.8% | 0.000% | |
10/7/2025 | Team Financial Group LLC | 395 | $130K | 0.1% | +489.6% | 0.000% | |
10/6/2025 | Keb Asset Management LLC | 7,728 | $2.54M | 0.6% | -0.8% | 0.000% | |
10/6/2025 | Orgel Wealth Management LLC | 6,047 | $1.98M | 0.0% | +6.9% | 0.000% | |
10/6/2025 | Beacon Financial Strategies CORP | 100,202 | $32.88M | 19.4% | -8.7% | 0.006% | |
10/6/2025 | Boston Standard Wealth Management LLC | 666,665 | $218.78M | 36.8% | -1.5% | 0.040% | |
10/6/2025 | Old Port Advisors | 1,079 | $354K | 0.1% | N/A | 0.000% | |
10/6/2025 | Steph & Co. | 23,514 | $7.72M | 2.4% | -28.5% | 0.001% | |
10/6/2025 | Gradient Investments LLC | 9,635 | $3.16M | 0.1% | -3.4% | 0.001% | |
10/6/2025 | AssuredPartners Investment Advisors LLC | 6,370 | $2.09M | 0.5% | -20.5% | 0.000% | |
10/6/2025 | HF Advisory Group LLC | 614 | $202K | 0.1% | -86.0% | 0.000% | |
10/6/2025 | Heartwood Wealth Advisors LLC | 1,802 | $591K | 0.1% | +63.7% | 0.000% | |
10/6/2025 | TruWealth Advisors LLC | 336,407 | $110.40M | 5.6% | -6.2% | 0.020% | |
10/6/2025 | PPS&V Asset Management Consultants Inc. | 15,010 | $4.93M | 2.8% | -2.3% | 0.001% | |
10/6/2025 | Boltwood Capital Management | 3,134 | $1.03M | 0.3% | -5.3% | 0.000% | |
10/6/2025 | Clarus Wealth Advisors | 8,510 | $2.81M | 1.2% | -5.3% | 0.001% | |
10/6/2025 | Venture Visionary Partners LLC | 85,000 | $27.90M | 1.0% | -1.1% | 0.005% | |
10/6/2025 | Greenfield Savings Bank | 8,501 | $2.79M | 1.2% | +1.2% | 0.001% | |
10/6/2025 | Nilsine Partners LLC | 3,206 | $1.05M | 0.1% | -14.3% | 0.000% | |
10/6/2025 | Cambridge Financial Group LLC | 3,182 | $1.04M | 0.3% | +117.2% | 0.000% | |
10/3/2025 | KFA Private Wealth Group LLC | 6,549 | $2.15M | 0.6% | -15.1% | 0.000% | |
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10/3/2025 | HCR Wealth Advisors | 7,643 | $2.52M | 0.3% | +10.3% | 0.000% | |
10/3/2025 | Jackson Wealth Management LLC | 3,425 | $1.12M | 0.1% | +11.8% | 0.000% | |
10/3/2025 | Summit Financial Wealth Advisors LLC | 49,374 | $16.26M | 2.5% | +2.7% | 0.003% | |
10/3/2025 | First Citizens Financial Corp | 14,248 | $4.68M | 2.3% | +8.4% | 0.001% | |
10/3/2025 | HFG Wealth Management LLC | 8,910 | $2.71M | 1.5% | N/A | 0.001% | |
10/3/2025 | Breakwater Investment Management | 119,986 | $39.38M | 14.5% | -0.2% | 0.007% | |
10/2/2025 | Boyum Wealth Architects LLC | 11,623 | $3.81M | 2.3% | -3.6% | 0.001% | |
10/2/2025 | Boyum Wealth Architects LLC | 11,623 | $3.81M | 2.3% | -3.6% | 0.001% | |
10/2/2025 | GAMMA Investing LLC | 6,536 | $2.15M | 0.1% | +3.1% | 0.000% | |
10/2/2025 | Bank of New Hampshire | 2,979 | $978K | 0.2% | -1.7% | 0.000% | |