10/10/2025 | Corsicana & Co. | 22,352 | $6.30M | 3.5% | N/A | 0.007% | |
10/10/2025 | Flputnam Investment Management Co. | 8,084 | $2.28M | 0.0% | -1.4% | 0.003% | |
10/10/2025 | Sharkey Howes & Javer | 8,702 | $2.45M | 0.3% | -27.8% | 0.003% | |
10/10/2025 | Clarity Financial LLC | 103,195 | $29.09M | 2.9% | -10.9% | 0.032% | |
10/10/2025 | Focused Wealth Management Inc | 1,156 | $326K | 0.0% | +18.1% | 0.000% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 5,263 | $1.48M | 0.1% | +1.1% | 0.002% | |
10/10/2025 | Fairvoy Private Wealth LLC | 41,459 | $11.69M | 2.7% | -2.3% | 0.013% | |
10/10/2025 | Focus Financial Network Inc. | 75,602 | $21.31M | 0.8% | +2.4% | 0.024% | |
10/10/2025 | Signal Advisors Wealth LLC | 36,355 | $10.25M | 0.9% | -40.1% | 0.011% | |
10/10/2025 | Capitol Family Office Inc. | 16,615 | $4.68M | 5.7% | +1.2% | 0.005% | |
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10/9/2025 | Bartlett & CO. Wealth Management LLC | 50,971 | $14.37M | 0.2% | -0.8% | 0.016% | |
10/9/2025 | Independence Bank of Kentucky | 3,899 | $1.10M | 0.1% | +23.9% | 0.001% | |
10/9/2025 | TradeWell Securities LLC. | 84,061 | $23.93M | 10.1% | -1.6% | 0.026% | |
10/9/2025 | Jackson Square Capital LLC | 5,051 | $1.42M | 0.3% | +4.5% | 0.002% | |
10/9/2025 | Secure Asset Management LLC | 3,431 | $976K | 0.2% | -11.4% | 0.001% | |
10/9/2025 | AdvisorNet Financial Inc | 10,591 | $2.99M | 0.2% | -19.0% | 0.003% | |
10/9/2025 | Financial Enhancement Group LLC | 24,846 | $7.22M | 1.0% | N/A | 0.008% | |
10/9/2025 | Centurion Wealth Management LLC | 2,183 | $615K | 0.1% | -54.7% | 0.001% | |
10/9/2025 | L. Roy Papp & Associates LLP | 30,953 | $8.73M | 1.0% | +2.6% | 0.010% | |
10/9/2025 | Toth Financial Advisory Corp | 47,402 | $13.36M | 1.4% | -0.1% | 0.015% | |
10/9/2025 | Kessler Investment Group LLC | 10,039 | $2.83M | 1.2% | +677.0% | 0.003% | |
10/9/2025 | LVM Capital Management Ltd. MI | 9,296 | $2.62M | 0.3% | -0.8% | 0.003% | |
10/9/2025 | Rockingstone Advisors LLC | 18,008 | $5.08M | 2.5% | -3.4% | 0.006% | |
10/9/2025 | Perkins Coie Trust Co | 598 | $169K | 0.0% | -10.2% | 0.000% | |
10/9/2025 | Princeton Global Asset Management LLC | 3,273 | $923K | 0.2% | -7.2% | 0.001% | |
10/9/2025 | Franklin Street Advisors Inc. NC | 850 | $240K | 0.0% | -15.8% | 0.000% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 42,925 | $12.10M | 0.3% | -14.7% | 0.013% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 38,961 | $10.98M | 1.3% | +283.9% | 0.012% | |
10/9/2025 | Stillwater Capital Advisors LLC | 163,238 | $46.01M | 5.2% | -0.1% | 0.051% | |
10/9/2025 | Affinity Capital Advisors LLC | 60,063 | $17.19M | 2.6% | +1.6% | 0.019% | |
10/9/2025 | IMZ Advisory Inc | 250,264 | $70.54M | 26.3% | +3.8% | 0.078% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 59,153 | $16.67M | 0.5% | +61.7% | 0.018% | |
10/9/2025 | Eclectic Associates Inc. ADV | 32,366 | $9.12M | 1.7% | -16.2% | 0.010% | |
10/9/2025 | Contravisory Investment Management Inc. | 6,933 | $1.95M | 0.4% | +50.3% | 0.002% | |
10/9/2025 | Embree Financial Group | 2,940 | $829K | 0.1% | -3.2% | 0.001% | |
10/9/2025 | Long Run Wealth Advisors LLC | 108,841 | $30.68M | 6.0% | -2.1% | 0.034% | |
10/8/2025 | FCG Investment Co | 1,859 | $524K | 0.2% | +36.0% | 0.001% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 4,433 | $1.25M | 0.2% | -46.1% | 0.001% | |
10/8/2025 | Agate Pass Investment Management LLC | 13,174 | $3.71M | 1.4% | +9.0% | 0.004% | |
10/8/2025 | Armstrong Advisory Group Inc. | 2,339 | $659K | 0.0% | +31.3% | 0.001% | |
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10/8/2025 | Asset Allocation Strategies LLC | 1,693 | $477K | 0.1% | -10.7% | 0.001% | |
10/8/2025 | Fiduciary Alliance LLC | 5,727 | $1.61M | 0.1% | +26.9% | 0.002% | |
10/8/2025 | RDA Financial Network | 6,762 | $1.91M | 0.5% | +9.7% | 0.002% | |
10/8/2025 | Legacy Private Trust Co. | 17,466 | $4.92M | 0.3% | -6.9% | 0.005% | |
10/8/2025 | Kwmg LLC | 146,988 | $41.43M | 3.6% | +3.2% | 0.046% | |
10/8/2025 | Tompkins Financial Corp | 52,712 | $14.86M | 1.2% | +226.2% | 0.016% | |
10/8/2025 | Moulton Wealth Management Inc. | 11,355 | $3.20M | 2.3% | +16.6% | 0.004% | |
10/8/2025 | Chesley Taft & Associates LLC | 1,243 | $350K | 0.0% | -4.6% | 0.000% | |
10/8/2025 | Ignite Planners LLC | 3,108 | $876K | 0.1% | -2.2% | 0.001% | |
10/8/2025 | KWB Wealth | 797 | $225K | 0.0% | -53.2% | 0.000% | |
10/8/2025 | Balefire LLC | 2,985 | $841K | 0.2% | -9.3% | 0.001% | |
10/8/2025 | Country Club Bank | 6,751 | $1.89M | 0.1% | -5.8% | 0.002% | |
10/8/2025 | McNaughton Wealth Management LLC | 764 | $215K | 0.1% | N/A | 0.000% | |
10/8/2025 | Trinity Wealth Management LLC | 31,700 | $8.94M | 3.3% | +75.2% | 0.010% | |
10/8/2025 | M.E. Allison & CO. Inc. | 5,347 | $1.51M | 1.1% | +3.0% | 0.002% | |
10/7/2025 | TCP Asset Management LLC | 76,780 | $21.64M | 3.9% | +0.7% | 0.024% | |
10/7/2025 | Cooper Financial Group | 1,500 | $423K | 0.0% | -24.6% | 0.000% | |
10/7/2025 | Acropolis Investment Management LLC | 15,214 | $4.29M | 0.2% | +14.5% | 0.005% | |
10/7/2025 | Channel Wealth LLC | 17,891 | $5.04M | 1.3% | -5.7% | 0.006% | |
10/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 700 | $197K | 0.4% | -94.1% | 0.000% | |
10/7/2025 | EWG Elevate Inc. | 16,226 | $4.57M | 1.4% | N/A | 0.005% | |
10/7/2025 | Doliver Advisors LP | 4,129 | $1.16M | 0.3% | +375.7% | 0.001% | |
10/7/2025 | Sage Capital Advisors llc | 34,068 | $9.60M | 2.3% | -0.3% | 0.011% | |
10/7/2025 | Salem Investment Counselors Inc. | 7,661 | $2.16M | 0.1% | -3.6% | 0.002% | |
10/7/2025 | Sanders Morris Harris LLC | 946 | $267K | 0.0% | N/A | 0.000% | |
10/7/2025 | Mirador Capital Partners LP | 2,145 | $605K | 0.1% | +8.6% | 0.001% | |
10/7/2025 | Thrive Wealth Management LLC | 754 | $213K | 0.0% | N/A | 0.000% | |
10/7/2025 | Nova Wealth Management Inc. | 9,556 | $2.69M | 1.9% | -2.0% | 0.003% | |
10/6/2025 | Destiny Wealth Partners LLC | 68,945 | $19.43M | 2.4% | +1.8% | 0.022% | |
10/6/2025 | ARS Wealth Advisors Group LLC | 118,393 | $33.37M | 3.3% | +1.0% | 0.037% | |
10/6/2025 | Collective Family Office LLC | 1,200 | $338K | 0.1% | -22.8% | 0.000% | |
10/6/2025 | SMI Advisory Services LLC | 39,851 | $11.35M | 2.1% | N/A | 0.012% | |
10/6/2025 | Gradient Investments LLC | 1,096 | $309K | 0.0% | N/A | 0.000% | |
10/6/2025 | Wisconsin Wealth Advisors LLC | 959 | $270K | 0.3% | N/A | 0.000% | |
10/6/2025 | AssuredPartners Investment Advisors LLC | 751 | $212K | 0.0% | N/A | 0.000% | |
10/6/2025 | City Center Advisors LLC | 6,345 | $1.79M | 1.7% | N/A | 0.002% | |
10/6/2025 | Heartwood Wealth Advisors LLC | 11,068 | $3.12M | 0.3% | +1.0% | 0.003% | |
10/6/2025 | Insight Wealth Strategies LLC | 29,277 | $8.25M | 1.0% | +1.2% | 0.009% | |
10/6/2025 | Grove Bank & Trust | 1,875 | $528K | 0.1% | +167.9% | 0.001% | |
10/6/2025 | Boltwood Capital Management | 26,900 | $7.58M | 2.0% | +0.9% | 0.008% | |
10/6/2025 | Clarus Wealth Advisors | 37,424 | $10.66M | 4.7% | -0.3% | 0.012% | |
10/6/2025 | Venture Visionary Partners LLC | 61,134 | $17.23M | 0.6% | -1.8% | 0.019% | |
10/6/2025 | Strathmore Capital Advisors Inc. | 1,217 | $343K | 0.1% | -6.7% | 0.000% | |
10/3/2025 | KFA Private Wealth Group LLC | 33,606 | $9.47M | 2.7% | +2.0% | 0.011% | |
10/3/2025 | First Citizens Financial Corp | 10,510 | $2.96M | 1.5% | +10.9% | 0.003% | |
10/2/2025 | GAMMA Investing LLC | 3,313 | $934K | 0.1% | +7.1% | 0.001% | |
10/2/2025 | Capital Asset Advisory Services LLC | 12,611 | $3.56M | 0.2% | +0.5% | 0.004% | |
10/2/2025 | Global Wealth Strategies & Associates | 2,691 | $758K | 0.2% | +45.5% | 0.001% | |
10/1/2025 | Park National Corp OH | 858 | $242K | 0.0% | -45.4% | 0.000% | |
9/30/2025 | Cullen Capital Management LLC | 27,478 | $6.96M | 0.1% | +1,363.9% | 0.009% | |
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9/26/2025 | Corient Private Wealth LLC | 496,792 | $125.80M | 0.2% | +3.6% | 0.155% | |
9/25/2025 | TradeWell Securities LLC. | 85,469 | $21.64M | 10.4% | -0.9% | 0.027% | |
9/25/2025 | National Wealth Management Group LLC | 917 | $232K | 0.1% | -5.9% | 0.000% | |
9/25/2025 | CacheTech Inc. | 23,604 | $5.98M | 1.1% | -2.8% | 0.007% | |
9/25/2025 | Adams Wealth Management | 23,604 | $5.98M | 1.1% | -2.8% | 0.007% | |
9/22/2025 | Caldwell Trust Co | 16,166 | $4.09M | 0.4% | N/A | 0.005% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 8,432 | $2.33M | 0.4% | -7.0% | 0.003% | |
9/19/2025 | Canal Capital Management LLC | 2,103 | $532K | 0.1% | N/A | 0.001% | |
9/12/2025 | Valeo Financial Advisors LLC | 26,858 | $6.80M | 0.1% | +4.4% | 0.008% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 15,659 | $3.97M | 2.9% | N/A | 0.005% | |