7/11/2025 | Annex Advisory Services LLC | 1,491 | $264K | 0.0% | -56.1% | 0.000% | |
7/11/2025 | Wealth Management Partners LLC | 6,639 | $1.18M | 0.4% | +1.4% | 0.001% | |
7/11/2025 | Prosperity Planning Inc. | 22,057 | $3.90M | 1.1% | -0.8% | 0.003% | |
7/11/2025 | Compass Ion Advisors LLC | 26,083 | $4.61M | 0.5% | -2.8% | 0.003% | |
7/11/2025 | BTC Capital Management Inc. | 57,757 | $10.21M | 0.8% | -2.2% | 0.007% | |
7/11/2025 | First PREMIER Bank | 136,306 | $24.09M | 5.8% | +1.8% | 0.017% | |
7/11/2025 | Capital Advantage Inc. | 1,842 | $325K | 0.1% | -4.2% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 80,114 | $14.16M | 0.3% | +2.8% | 0.010% | |
7/11/2025 | Busey Bank | 4,167 | $736K | 0.0% | +7.4% | 0.001% | |
7/11/2025 | Silver Oak Securities Incorporated | 11,767 | $2.08M | 0.2% | +11.9% | 0.001% | |
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7/11/2025 | CX Institutional | 108,088 | $19.10M | 0.7% | +28.1% | 0.014% | |
7/11/2025 | UMB Bank n.a. | 80,582 | $14.24M | 0.2% | -0.4% | 0.010% | |
7/11/2025 | Kaydan Wealth Management Inc. | 166,346 | $29.40M | 9.6% | -0.1% | 0.021% | |
7/11/2025 | Marshall & Sullivan Inc. WA | 317 | $56K | 0.0% | N/A | 0.000% | |
7/11/2025 | Pinnacle Bancorp Inc. | 6,556 | $1.16M | 0.4% | +7.6% | 0.001% | |
7/11/2025 | LongView Wealth Management | 20,020 | $3.54M | 1.1% | -52.5% | 0.003% | |
7/11/2025 | SeaCrest Wealth Management LLC | 16,480 | $2.91M | 0.3% | -2.7% | 0.002% | |
7/11/2025 | Diversified Trust Co | 29,177 | $5.16M | 0.1% | +3.9% | 0.004% | |
7/11/2025 | Bell Bank | 1,409,149 | $249.05M | 11.6% | +14.3% | 0.180% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 2,164,254 | $382.51M | 0.1% | N/A | 0.276% | |
7/11/2025 | Grove Bank & Trust | 52,277 | $9.24M | 1.2% | -22.2% | 0.007% | |
7/11/2025 | Pioneer Wealth Management Group | 20,321 | $3.59M | 1.3% | -7.7% | 0.003% | |
7/10/2025 | Perkins Coie Trust Co | 95,524 | $16.88M | 2.9% | +9.5% | 0.012% | |
7/10/2025 | Triangle Securities Wealth Management | 4,012 | $709K | 0.2% | +3.0% | 0.001% | |
7/10/2025 | CWC Advisors LLC. | 4,088 | $723K | 0.4% | +6.1% | 0.001% | |
7/10/2025 | Charter Oak Capital Management LLC | 23,686 | $4.19M | 0.4% | +1.6% | 0.003% | |
7/10/2025 | Trust Point Inc. | 2,068 | $365K | 0.0% | -9.5% | 0.000% | |
7/10/2025 | Hurlow Wealth Management Group Inc. | 14,888 | $2.63M | 0.7% | -4.3% | 0.002% | |
7/10/2025 | Selective Wealth Management Inc. | 2,616 | $466K | 0.2% | -58.6% | 0.000% | |
7/10/2025 | Burns J W & Co. Inc. NY | 7,276 | $1.29M | 0.2% | -3.6% | 0.001% | |
7/10/2025 | Moody National Bank Trust Division | 70,378 | $12.44M | 1.1% | +14.8% | 0.009% | |
7/10/2025 | Security National Bank | 865 | $153K | 0.0% | -25.3% | 0.000% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 2,213 | $391K | 0.0% | +14.2% | 0.000% | |
7/10/2025 | Sterling Investment Advisors LLC ADV | 267,698 | $47.31M | 21.8% | +362.0% | 0.034% | |
7/10/2025 | Baker Tilly Wealth Management LLC | 2,654 | $469K | 0.2% | -27.2% | 0.000% | |
7/10/2025 | Exchange Traded Concepts LLC | 36,016 | $6.37M | 0.1% | N/A | 0.005% | |
7/10/2025 | Weinberger Asset Management Inc | 52,412 | $9.26M | 3.6% | +5.7% | 0.007% | |
7/10/2025 | Affiance Financial LLC | 73,247 | $12.95M | 2.6% | +12.3% | 0.009% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 2,062 | $370K | 0.0% | -24.9% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,179,606 | $211.89M | 0.4% | +1.6% | 0.150% | |
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7/10/2025 | Aua Capital Management LLC | 16,168 | $2.86M | 1.7% | +19.9% | 0.002% | |
7/10/2025 | High Net Worth Advisory Group LLC | 13,789 | $2.44M | 0.6% | +25.6% | 0.002% | |
7/10/2025 | Wedmont Private Capital | 31,405 | $5.60M | 0.2% | +8.6% | 0.004% | |
7/10/2025 | Compton Wealth Advisory Group LLC | 109,141 | $19.29M | 4.9% | +2.3% | 0.014% | |
7/10/2025 | Uptown Financial Advisors LLC | 19,731 | $3.49M | 3.0% | -2.9% | 0.003% | |
7/10/2025 | Secure Asset Management LLC | 1,257 | $222K | 0.0% | -5.0% | 0.000% | |
7/10/2025 | Brooklyn FI LLC | 1,703 | $301K | 0.1% | +3.7% | 0.000% | |
7/10/2025 | Signal Advisors Wealth LLC | 12,345 | $2.18M | 0.2% | +16.8% | 0.002% | |
7/10/2025 | Focus Financial Network Inc. | 50,662 | $9.00M | 0.4% | +12.4% | 0.006% | |
7/10/2025 | Sovran Advisors LLC | 2,036 | $363K | 0.0% | -4.7% | 0.000% | |
7/9/2025 | Sawyer & Company Inc | 204 | $36K | 0.0% | +96.2% | 0.000% | |
7/9/2025 | Breakwater Investment Management | 3,817 | $675K | 0.3% | +11.5% | 0.000% | |
7/9/2025 | Intelligence Driven Advisers LLC | 14,899 | $2.63M | 0.4% | -1.8% | 0.002% | |
7/9/2025 | Aurelius Family Office LLC | 6,150 | $1.09M | 0.5% | -1.0% | 0.001% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 127,535 | $22.54M | 0.7% | +8.9% | 0.016% | |
7/9/2025 | Capital Wealth Management LLC | 139,977 | $24.74M | 9.2% | +1.8% | 0.018% | |
7/9/2025 | Fjell Capital LLC | 11,973 | $2.12M | 2.0% | -4.1% | 0.002% | |
7/9/2025 | Archer Investment Management LLC | 2,827 | $500K | 0.4% | -6.2% | 0.000% | |
7/9/2025 | OLIO Financial Planning | 303,068 | $53.56M | 16.9% | +4.3% | 0.039% | |
7/9/2025 | Defined Wealth Management LLC | 29,767 | $5.26M | 3.3% | +1.0% | 0.004% | |
7/9/2025 | Bruce G. Allen Investments LLC | 76,439 | $13.51M | 10.2% | +5.7% | 0.010% | |
7/9/2025 | Pines Wealth Management LLC | 3,605 | $648K | 0.2% | +42.0% | 0.000% | |
7/9/2025 | Chesley Taft & Associates LLC | 24,169 | $4.27M | 0.2% | -2.2% | 0.003% | |
7/9/2025 | Towerpoint Wealth LLC | 151,517 | $26.78M | 11.9% | +2.9% | 0.019% | |
7/9/2025 | Sapient Capital LLC | 76,693 | $13.63M | 0.2% | +48.4% | 0.010% | |
7/9/2025 | Taylor Hoffman Capital Management LLC | 7,980 | $1.41M | 0.5% | -1.8% | 0.001% | |
7/9/2025 | Procyon Advisors LLC | 11,689 | $2.07M | 0.2% | +40.9% | 0.001% | |
7/9/2025 | Pallas Capital Advisors LLC | 19,826 | $3.50M | 0.1% | -4.7% | 0.003% | |
7/9/2025 | Affinity Capital Advisors LLC | 264,247 | $46.70M | 8.0% | +2.2% | 0.034% | |
7/9/2025 | Fermata Advisors LLC | 14,787 | $2.61M | 0.7% | -56.6% | 0.002% | |
7/9/2025 | Keystone Wealth Services LLC | 9,182 | $1.62M | 0.4% | -28.3% | 0.001% | |
7/9/2025 | Thrive Wealth Management LLC | 774,481 | $136.88M | 22.1% | +3.1% | 0.099% | |
7/9/2025 | Breakwater Capital Group | 82,971 | $14.66M | 2.4% | +1.6% | 0.011% | |
7/9/2025 | Balefire LLC | 12,787 | $2.26M | 0.5% | N/A | 0.002% | |
7/9/2025 | Wolff Financial Management LLC | 8,128 | $1.44M | 0.4% | -2.1% | 0.001% | |
7/9/2025 | Catalyst Private Wealth LLC | 25,557 | $4.52M | 2.0% | -14.6% | 0.003% | |
7/9/2025 | Krilogy Financial LLC | 30,937 | $5.47M | 0.3% | +17.8% | 0.004% | |
7/9/2025 | Fiduciary Alliance LLC | 7,118 | $1.26M | 0.1% | +56.5% | 0.001% | |
7/9/2025 | Market Street Wealth Management Advisors LLC | 139,552 | $24.66M | 4.0% | +0.6% | 0.018% | |
7/9/2025 | Shore Point Advisors LLC | 121,396 | $21.46M | 10.3% | +2.2% | 0.015% | |
7/9/2025 | Triumph Capital Management | 1,210 | $214K | 0.1% | -9.8% | 0.000% | |
7/9/2025 | Hiley Hunt Wealth Management | 170,286 | $30.35M | 15.3% | +0.8% | 0.022% | |
7/9/2025 | Orser Capital Management LLC | 29,688 | $5.25M | 3.9% | -39.2% | 0.004% | |
7/9/2025 | Christopher J. Hasenberg Inc | 73,650 | $13.02M | 4.8% | +47,724.7% | 0.009% | |
7/9/2025 | Bowman & Co S.C. | 5,380 | $951K | 0.4% | -13.0% | 0.001% | |
7/9/2025 | Riversedge Advisors LLC | 50,160 | $8.87M | 1.7% | +47.0% | 0.006% | |
7/9/2025 | Beacon Financial Group | 77,496 | $13.70M | 1.4% | +25.2% | 0.010% | |
7/9/2025 | Sandy Cove Advisors LLC | 9,201 | $1.63M | 0.6% | -1.1% | 0.001% | |
7/9/2025 | Sandbox Financial Partners LLC | 62,864 | $11.11M | 3.5% | +0.4% | 0.008% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 1,396 | $247K | 0.0% | +72.8% | 0.000% | |
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7/8/2025 | Lpwm LLC | 31,565 | $5.58M | 1.6% | +4.4% | 0.004% | |
7/8/2025 | First National Corp MA ADV | 10,426 | $1.84M | 0.4% | +5.3% | 0.001% | |
7/8/2025 | FF Advisors LLC | 48,861 | $8.64M | 4.5% | +2.1% | 0.006% | |
7/8/2025 | Everpar Advisors LLC | 3,796 | $671K | 0.3% | -5.0% | 0.000% | |
7/8/2025 | Ehrlich Financial Group | 10,028 | $1.77M | 1.1% | -0.7% | 0.001% | |
7/8/2025 | Juncture Wealth Strategies LLC | 2,908 | $514K | 0.2% | -4.7% | 0.000% | |
7/8/2025 | Next Level Private LLC | 12,315 | $2.18M | 0.7% | +1.1% | 0.002% | |
7/8/2025 | Arlington Trust Co LLC | 1,625 | $287K | 0.1% | -15.6% | 0.000% | |
7/8/2025 | Chemistry Wealth Management LLC | 19,919 | $3.52M | 0.8% | +14.4% | 0.003% | |
7/8/2025 | Rise Advisors LLC | 206,101 | $36.43M | 14.5% | +4.1% | 0.026% | |