7/11/2025 | Petredis Investment Advisors LLC | 302,086 | $14.94M | 1.3% | +905.1% | 0.016% | |
7/11/2025 | Prosperity Planning Inc. | 16,072 | $795K | 0.2% | -3.3% | 0.001% | |
7/11/2025 | Quantum Financial Advisors LLC | 15,384 | $761K | 0.1% | +2.3% | 0.001% | |
7/11/2025 | Colorado Capital Management Inc. | 9,996 | $494K | 0.2% | +17.8% | 0.001% | |
7/11/2025 | Compass Ion Advisors LLC | 39,904 | $1.97M | 0.2% | -1.6% | 0.002% | |
7/11/2025 | Lincoln Capital LLC | 11,573 | $572K | 0.1% | +2.6% | 0.001% | |
7/11/2025 | Coastwise Capital Group LLC | 7,308 | $361K | 0.3% | -3.0% | 0.000% | |
7/11/2025 | BTC Capital Management Inc. | 342,320 | $16.93M | 1.4% | +6.0% | 0.018% | |
7/11/2025 | Hilltop Wealth Advisors LLC | 69,195 | $3.42M | 1.9% | +0.9% | 0.004% | |
7/11/2025 | Farther Finance Advisors LLC | 223,475 | $11.05M | 0.2% | -1.6% | 0.012% | |
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7/11/2025 | Silver Oak Securities Incorporated | 54,990 | $2.72M | 0.2% | +4.1% | 0.003% | |
7/11/2025 | Windsor Capital Management LLC | 30,165 | $1.49M | 0.4% | -2.1% | 0.002% | |
7/11/2025 | UMB Bank n.a. | 285,924 | $14.14M | 0.2% | -4.0% | 0.015% | |
7/11/2025 | AFG Fiduciary Services Limited Partnership | 33,357 | $1.66M | 0.4% | +54.4% | 0.002% | |
7/11/2025 | Adirondack Trust Co. | 5,130 | $254K | 0.1% | -10.3% | 0.000% | |
7/11/2025 | Myecfo LLC | 115,027 | $5.69M | 2.8% | +3.8% | 0.006% | |
7/11/2025 | WealthBridge Investment Counsel Inc. | 118,450 | $5.86M | 1.9% | +5.9% | 0.006% | |
7/11/2025 | Marshall & Sullivan Inc. WA | 159,826 | $7.91M | 3.8% | +1.0% | 0.009% | |
7/11/2025 | Pinnacle Bancorp Inc. | 59,558 | $2.95M | 0.9% | -1.6% | 0.003% | |
7/11/2025 | Eagle Bay Advisors LLC | 123,682 | $6.12M | 5.1% | -10.9% | 0.007% | |
7/11/2025 | Addis & Hill Inc | 91,631 | $4.53M | 3.0% | -0.6% | 0.005% | |
7/11/2025 | Rockwood Wealth Management LLC | 25,087 | $1.24M | 0.1% | +6.4% | 0.001% | |
7/11/2025 | Financial Advisory Corp | 42,946 | $2.12M | 0.3% | -3.4% | 0.002% | |
7/11/2025 | LongView Wealth Management | 23,847 | $1.18M | 0.4% | -12.5% | 0.001% | |
7/11/2025 | Essex Savings Bank | 11,983 | $593K | 0.1% | +19.0% | 0.001% | |
7/11/2025 | SeaCrest Wealth Management LLC | 7,715 | $382K | 0.0% | -9.6% | 0.000% | |
7/11/2025 | Diversified Trust Co | 101,658 | $5.03M | 0.1% | +183.2% | 0.005% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 898,476 | $44.44M | 0.0% | N/A | 0.049% | |
7/11/2025 | Grove Bank & Trust | 173,150 | $8.56M | 1.1% | +10.8% | 0.009% | |
7/11/2025 | Cypress Financial Planning LLC | 181,213 | $8.96M | 2.9% | +1.4% | 0.010% | |
7/11/2025 | Pioneer Wealth Management Group | 8,842 | $437K | 0.2% | +51.4% | 0.000% | |
7/10/2025 | Anderson Hoagland & Co. | 189,462 | $9.37M | 0.9% | -22.1% | 0.010% | |
7/10/2025 | Pachira Investments Inc. | 65,798 | $3.25M | 2.5% | +10.5% | 0.004% | |
7/10/2025 | Orgel Wealth Management LLC | 5,164 | $255K | 0.0% | -22.5% | 0.000% | |
7/10/2025 | Oldfather Financial Services LLC | 6,083 | $301K | 0.1% | -5.2% | 0.000% | |
7/10/2025 | Charter Oak Capital Management LLC | 24,956 | $1.23M | 0.1% | -5.6% | 0.001% | |
7/10/2025 | Voisard Asset Management Group Inc. | 20,826 | $1.03M | 0.3% | -10.9% | 0.001% | |
7/10/2025 | Hurlow Wealth Management Group Inc. | 210,864 | $10.43M | 2.9% | +3.4% | 0.011% | |
7/10/2025 | Stewardship Advisors LLC | 258,327 | $12.78M | 3.2% | -0.5% | 0.014% | |
7/10/2025 | Worth Asset Management LLC | 51,204 | $2.53M | 1.2% | N/A | 0.003% | |
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7/10/2025 | Moody National Bank Trust Division | 348,337 | $17.23M | 1.6% | +13.6% | 0.019% | |
7/10/2025 | YHB Investment Advisors Inc. | 7,048 | $349K | 0.0% | +5.5% | 0.000% | |
7/10/2025 | Global Financial Private Client LLC | 33,506 | $1.66M | 0.6% | -3.0% | 0.002% | |
7/10/2025 | Rockland Trust Co. | 25,041 | $1.24M | 0.1% | -24.1% | 0.001% | |
7/10/2025 | Exchange Traded Concepts LLC | 156,263 | $7.73M | 0.1% | +1,112.1% | 0.008% | |
7/10/2025 | Marshall Financial Group LLC | 33,801 | $1.67M | 0.3% | -6.3% | 0.002% | |
7/10/2025 | Polianta Ltd | 189,500 | $9.37M | 4.0% | +3.3% | 0.010% | |
7/10/2025 | Bigelow Investment Advisors LLC | 18,874 | $934K | 0.4% | -9.8% | 0.001% | |
7/10/2025 | Affiance Financial LLC | 203,828 | $10.08M | 2.0% | +10.7% | 0.011% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 66,398 | $3.32M | 0.1% | +2.1% | 0.004% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 17,096,842 | $855.18M | 1.4% | +8.9% | 0.924% | |
7/10/2025 | Atticus Wealth Management LLC | 3,036 | $150K | 0.0% | +9.6% | 0.000% | |
7/10/2025 | Sharkey Howes & Javer | 72,862 | $3.60M | 0.5% | +23.9% | 0.004% | |
7/10/2025 | Moller Wealth Partners | 269,931 | $13.35M | 2.9% | +3.9% | 0.015% | |
7/10/2025 | Wedmont Private Capital | 2,608,070 | $129.39M | 5.5% | +6.1% | 0.141% | |
7/10/2025 | American Financial Advisors LLC | 63,487 | $3.14M | 0.4% | +5.7% | 0.003% | |
7/10/2025 | Compton Wealth Advisory Group LLC | 76,537 | $3.79M | 1.0% | -0.8% | 0.004% | |
7/10/2025 | Secure Asset Management LLC | 28,858 | $1.43M | 0.3% | +429.7% | 0.002% | |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 302,086 | $14.94M | 0.1% | -31.4% | 0.016% | |
7/10/2025 | Brooklyn FI LLC | 292,825 | $14.48M | 3.7% | +7.1% | 0.016% | |
7/10/2025 | Signal Advisors Wealth LLC | 195,709 | $9.68M | 0.8% | +35.8% | 0.011% | |
7/10/2025 | Focus Financial Network Inc. | 310,699 | $15.37M | 0.6% | +5.6% | 0.017% | |
7/10/2025 | Sovran Advisors LLC | 8,606 | $427K | 0.0% | -69.8% | 0.000% | |
7/10/2025 | Sunflower Bank N.A. | 131,227 | $6.49M | 1.6% | -4.4% | 0.007% | |
7/9/2025 | Roth Financial Partners LLC | 36,048 | $1.78M | 0.6% | -5.6% | 0.002% | |
7/9/2025 | Praetorian Wealth Management Inc. | 324,224 | $16.04M | 3.7% | +2.3% | 0.018% | |
7/9/2025 | Finley Financial LLC | 33,965 | $1.68M | 0.8% | -9.9% | 0.002% | |
7/9/2025 | Aurelius Family Office LLC | 160,616 | $7.94M | 3.8% | +1.2% | 0.009% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 278,264 | $13.76M | 0.4% | -7.1% | 0.015% | |
7/9/2025 | Sarasin & Partners LLP | 86,531 | $4.28M | 0.0% | +46.8% | 0.005% | |
7/9/2025 | Gilman Hill Asset Management LLC | 38,511 | $1.91M | 0.3% | -0.7% | 0.002% | |
7/9/2025 | OLIO Financial Planning | 41,537 | $2.05M | 0.6% | -2.9% | 0.002% | |
7/9/2025 | Defined Wealth Management LLC | 80,106 | $3.96M | 2.5% | -0.6% | 0.004% | |
7/9/2025 | Kearns & Associates LLC | 106,700 | $5.28M | 3.0% | +0.7% | 0.006% | |
7/9/2025 | PFW Advisors LLC | 193,147 | $9.55M | 2.9% | -5.2% | 0.010% | |
7/9/2025 | Chesley Taft & Associates LLC | 36,037 | $1.78M | 0.1% | +12.2% | 0.002% | |
7/9/2025 | Sunpointe LLC | 8,371 | $414K | 0.2% | -7.8% | 0.000% | |
7/9/2025 | Seaside Wealth Management Inc. | 23,116 | $1.14M | 0.4% | -1.1% | 0.001% | |
7/9/2025 | Procyon Advisors LLC | 333,313 | $16.49M | 1.5% | +12.4% | 0.018% | |
7/9/2025 | Affinity Capital Advisors LLC | 8,933 | $442K | 0.1% | +34.1% | 0.000% | |
7/9/2025 | Mirador Capital Partners LP | 105,496 | $5.22M | 0.8% | +1.2% | 0.006% | |
7/9/2025 | Goelzer Investment Management Inc. | 15,073 | $746K | 0.0% | +1.8% | 0.001% | |
7/9/2025 | Lbmc Investment Advisors LLC | 141,046 | $6.98M | 0.5% | +2.3% | 0.008% | |
7/9/2025 | Thrive Wealth Management LLC | 106,066 | $5.25M | 0.8% | +10.8% | 0.006% | |
7/9/2025 | Hardin Capital Partners LLC | 46,651 | $2.32M | 1.4% | +2.9% | 0.003% | |
7/9/2025 | Post Resch Tallon Group Inc. | 8,497 | $420K | 0.4% | -4.7% | 0.000% | |
7/9/2025 | Alesco Advisors LLC | 518,732 | $25.66M | 0.7% | -1.2% | 0.028% | |
7/9/2025 | Berkshire Bank | 4,173 | $206K | 0.0% | N/A | 0.000% | |
7/9/2025 | Krilogy Financial LLC | 30,750 | $1.52M | 0.1% | -5.9% | 0.002% | |
7/9/2025 | First Bank & Trust | 454,945 | $22.50M | 4.0% | +0.1% | 0.025% | |
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7/9/2025 | Bank of New Hampshire | 82,167 | $4.06M | 1.0% | -2.0% | 0.004% | |
7/9/2025 | Hiley Hunt Wealth Management | 155,208 | $7.67M | 3.9% | +2.0% | 0.008% | |
7/9/2025 | Emprise Bank | 9,958 | $493K | 0.2% | N/A | 0.001% | |
7/9/2025 | Central Bank & Trust Co. | 175,366 | $8.67M | 1.4% | -10.3% | 0.009% | |
7/9/2025 | Christopher J. Hasenberg Inc | 277,061 | $13.70M | 5.1% | +307,745.6% | 0.015% | |
7/9/2025 | Woodstock Corp | 117,657 | $5.82M | 0.5% | -10.2% | 0.006% | |
7/9/2025 | Brand Asset Management Group Inc. | 37,419 | $1.85M | 0.7% | +6.6% | 0.002% | |
7/9/2025 | Riversedge Advisors LLC | 528,209 | $26.13M | 5.1% | +13.7% | 0.029% | |
7/9/2025 | Bulwark Capital Corp | 600 | $30K | 0.0% | N/A | 0.000% | |
7/9/2025 | Beacon Financial Group | 226,793 | $11.22M | 1.2% | +86.6% | 0.012% | |