4/16/2025 | Avaii Wealth Management LLC | 10,865 | $595K | 0.3% | -93.3% | 0.003% | |
4/16/2025 | Opal Wealth Advisors LLC | 19,510 | $1.07M | 0.3% | +6.7% | 0.005% | |
4/16/2025 | Farmers & Merchants Investments Inc. | 666 | $36K | 0.0% | -38.0% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,587,793 | $86.95M | 0.2% | -33.7% | 0.368% | |
4/16/2025 | Matauro LLC | 429,134 | $23.50M | 4.8% | +7.4% | 0.099% | |
4/16/2025 | BigSur Wealth Management LLC | 37,605 | $2.06M | 0.6% | -2.2% | 0.009% | |
4/16/2025 | Hickory Asset Management Inc. | 25,099 | $1.37M | 1.2% | -1.5% | 0.006% | |
4/16/2025 | Powers Advisory Group LLC | 15,661 | $858K | 0.4% | +31.3% | 0.004% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 561,890 | $30.77M | 2.6% | +2.7% | 0.130% | |
4/16/2025 | Opinicus Capital Inc. | 42,821 | $2.35M | 2.1% | +1.2% | 0.010% | |
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4/16/2025 | Twin Peaks Wealth Advisors LLC | 5,105 | $256K | 0.1% | +22.9% | 0.001% | |
4/16/2025 | Sanchez Wealth Management Group | 373,321 | $20.44M | 5.6% | +5.1% | 0.087% | |
4/16/2025 | Paragon Capital Management Ltd | 440,763 | $24.14M | 5.0% | +0.4% | 0.102% | |
4/16/2025 | Ballew Advisors Inc | 29,904 | $1.49M | 1.0% | -13.1% | 0.007% | |
4/16/2025 | Accordant Advisory Group Inc | 158,980 | $8.71M | 8.5% | +6.1% | 0.037% | |
4/16/2025 | West Oak Capital LLC | 700 | $38K | 0.0% | N/A | 0.000% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 20,884 | $1.14M | 0.2% | -24.5% | 0.005% | |
4/15/2025 | Fifth Third Bancorp | 212,467 | $11.64M | 0.0% | -3.2% | 0.049% | |
4/15/2025 | Capital Advisory Group Advisory Services LLC | 19,712 | $1.08M | 0.4% | +3.0% | 0.005% | |
4/15/2025 | Investment Partners Asset Management Inc. | 27,311 | $1.50M | 1.2% | -10.7% | 0.006% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 47,818 | $2.62M | 0.2% | -13.2% | 0.011% | |
4/15/2025 | Mainsail Financial Group LLC | 131,083 | $7.18M | 4.1% | +5.1% | 0.030% | |
4/15/2025 | Focus Financial Network Inc. | 74,870 | $4.10M | 0.2% | +7.7% | 0.017% | |
4/15/2025 | Columbia Advisory Partners LLC | 53,051 | $2.91M | 2.5% | -27.5% | 0.012% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 7,080 | $388K | 0.1% | -2.9% | 0.002% | |
4/15/2025 | Strategic Equity Management | 163,875 | $8.97M | 3.8% | +2.1% | 0.038% | |
4/15/2025 | Integrated Advisors Network LLC | 24,889 | $1.36M | 0.1% | -11.6% | 0.006% | |
4/15/2025 | Paragon Advisors LLC | 35,845 | $1.96M | 0.7% | +10.1% | 0.008% | |
4/15/2025 | Prairie Sky Financial Group LLC | 45,654 | $2.50M | 1.5% | +1.8% | 0.011% | |
4/15/2025 | Simplicity Wealth LLC | 8,073 | $442K | 0.0% | N/A | 0.002% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 538,660 | $29.50M | 0.8% | +3.3% | 0.125% | |
4/15/2025 | Requisite Capital Management LLC | 1,052,478 | $57.63M | 13.0% | -15.4% | 0.244% | |
4/14/2025 | Midland Wealth Advisors LLC | 12,484 | $684K | 0.0% | -41.2% | 0.003% | |
4/14/2025 | Farther Finance Advisors LLC | 40,430 | $2.21M | 0.1% | -8.0% | 0.009% | |
4/14/2025 | Wiser Wealth Management Inc | 378,878 | $20.75M | 5.8% | -3.9% | 0.088% | |
4/14/2025 | BCS Wealth Management | 58,122 | $3.18M | 0.8% | +12.2% | 0.013% | |
4/14/2025 | One Plus One Wealth Management LLC | 109,069 | $5.97M | 3.3% | -1.7% | 0.025% | |
4/14/2025 | KMG Fiduciary Partners LLC | 43,467 | $2.38M | 0.2% | -1.0% | 0.010% | |
4/14/2025 | Kraematon Investment Advisors Inc. | 15,260 | $836K | 0.9% | -3.3% | 0.004% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 18,891 | $1.03M | 0.1% | -8.6% | 0.004% | |
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4/14/2025 | Revolve Wealth Partners LLC | 5,742 | $314K | 0.0% | N/A | 0.001% | |
4/14/2025 | Whitaker Myers Wealth Managers LTD. | 28,780 | $1.58M | 0.4% | +9.8% | 0.007% | |
4/11/2025 | CMC Financial Group | 237,568 | $13.01M | 29.4% | -10.8% | 0.055% | |
4/11/2025 | Holland Advisory Services Inc. | 14,978 | $820K | 1.2% | -92.0% | 0.003% | |
4/11/2025 | IAM Advisory LLC | 394,599 | $21.61M | 5.6% | +0.1% | 0.091% | |
4/11/2025 | SeaCrest Wealth Management LLC | 16,530 | $905K | 0.1% | +4.2% | 0.004% | |
4/11/2025 | Sandbox Financial Partners LLC | 48,500 | $2.66M | 0.9% | +3.6% | 0.011% | |
4/11/2025 | Procyon Advisors LLC | 155,587 | $8.52M | 0.5% | -49.0% | 0.036% | |
4/11/2025 | Unique Wealth LLC | 199,386 | $10.92M | 2.1% | -46.3% | 0.046% | |
4/11/2025 | Next Level Private LLC | 48,722 | $2.67M | 1.0% | -41.9% | 0.011% | |
4/11/2025 | Insight Advisors LLC PA | 71,332 | $3.91M | 0.7% | +7.3% | 0.017% | |
4/11/2025 | Cora Capital Advisors LLC | 431,740 | $23.64M | 11.3% | +0.2% | 0.100% | |
4/11/2025 | Pinnacle Wealth Management Group Inc. | 77,321 | $4.23M | 3.0% | +4.3% | 0.018% | |
4/11/2025 | Annex Advisory Services LLC | 54,132 | $2.96M | 0.1% | -22.4% | 0.013% | |
4/10/2025 | Breakwater Capital Group | 12,319 | $675K | 0.1% | -2.2% | 0.003% | |
4/10/2025 | Retirement Planning Group LLC | 356,169 | $19.50M | 0.9% | -20.6% | 0.083% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,067 | $168K | 0.0% | +68.1% | 0.001% | |
4/10/2025 | Lake Street Private Wealth LLC | 19,873 | $1.09M | 0.2% | +5.3% | 0.005% | |
4/10/2025 | Diligent Investors LLC | 10,750 | $589K | 0.1% | -17.3% | 0.002% | |
4/10/2025 | Fermata Advisors LLC | 183,197 | $10.03M | 1.8% | +10.1% | 0.042% | |
4/10/2025 | Gainplan LLC | 5,768 | $316K | 0.2% | -59.9% | 0.001% | |
4/10/2025 | HF Advisory Group LLC | 25,508 | $1.40M | 0.6% | +3.5% | 0.006% | |
4/10/2025 | Channel Wealth LLC | 12,915 | $707K | 0.2% | -9.1% | 0.003% | |
4/10/2025 | Secure Asset Management LLC | 30,954 | $1.70M | 0.3% | -27.3% | 0.007% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 14,446 | $791K | 0.4% | +12.3% | 0.003% | |
4/10/2025 | TruWealth Advisors LLC | 45,331 | $2.48M | 0.1% | +11.8% | 0.011% | |
4/10/2025 | Teamwork Financial Advisors LLC | 467,664 | $25.61M | 3.4% | +15.8% | 0.108% | |
4/10/2025 | Cathy Pareto & Associates Inc. | 140,789 | $7.71M | 6.8% | +0.7% | 0.033% | |
4/10/2025 | TrueWealth Advisors LLC | 43,017 | $2.36M | 0.8% | +2.9% | 0.010% | |
4/10/2025 | McAlister Sweet & Associates Inc. | 144,136 | $7.89M | 6.0% | +1.9% | 0.033% | |
4/10/2025 | Clarus Wealth Advisors | 158,456 | $8.11M | 4.3% | +12.1% | 0.037% | |
4/10/2025 | Romano Brothers AND Company | 14,375 | $787K | 0.1% | -9.2% | 0.003% | |
4/10/2025 | EWG Elevate Inc. | 9,175 | $502K | 0.2% | -2.3% | 0.002% | |
4/9/2025 | RFG Advisory LLC | 241,563 | $13.23M | 0.4% | +31.6% | 0.056% | |
4/9/2025 | Capital Asset Advisory Services LLC | 930,964 | $51.11M | 2.6% | +0.2% | 0.216% | |
4/9/2025 | Swisher Financial Concepts Inc. | 91,771 | $5.03M | 4.2% | -11.8% | 0.021% | |
4/9/2025 | HBW Advisory Services LLC | 434,618 | $23.80M | 3.4% | +9.1% | 0.101% | |
4/9/2025 | Merit Financial Group LLC | 86,986 | $4.76M | 0.1% | +7.8% | 0.020% | |
4/9/2025 | Flagstar Advisors Inc. | 30,596 | $1.68M | 0.4% | -5.9% | 0.007% | |
4/9/2025 | High Net Worth Advisory Group LLC | 38,657 | $2.12M | 0.6% | +10.7% | 0.009% | |
4/9/2025 | Quad Cities Investment Group LLC | 4,058 | $222K | 0.1% | -8.0% | 0.001% | |
4/9/2025 | NBC Securities Inc. | 11,989 | $656K | 0.1% | +119,790.0% | 0.003% | |
4/9/2025 | Fiduciary Alliance LLC | 108,718 | $5.95M | 0.6% | +1.4% | 0.025% | |
4/9/2025 | Future Financial Wealth Managment LLC | 76,839 | $4.21M | 3.1% | +1.9% | 0.018% | |
4/8/2025 | Cerro Pacific Wealth Advisors LLC | 63,155 | $3.57M | 1.2% | -2.2% | 0.015% | |
4/8/2025 | Presidio Capital Management LLC | 364,132 | $19.94M | 8.1% | +93.2% | 0.084% | |
4/8/2025 | IVC Wealth Advisors LLC | 40,653 | $2.23M | 1.2% | -69.5% | 0.009% | |
4/8/2025 | Advisory Alpha LLC | 214,836 | $11.76M | 0.7% | +3.9% | 0.050% | |
4/8/2025 | Legacy Financial Strategies LLC | 21,628 | $1.18M | 0.3% | -2.6% | 0.005% | |
4/8/2025 | Rothschild Investment LLC | 22,652 | $1.24M | 0.1% | +17.2% | 0.005% | |
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4/8/2025 | Private Client Services LLC | 93,875 | $5.14M | 2.5% | +45.0% | 0.022% | |
4/8/2025 | Global Financial Private Client LLC | 23,509 | $1.29M | 0.5% | -3.8% | 0.005% | |
4/8/2025 | Parallel Advisors LLC | 4,677 | $256K | 0.0% | -4.4% | 0.001% | |
4/8/2025 | Lowe Wealth Advisors LLC | 17,571 | $962K | 0.4% | +6.7% | 0.004% | |
4/7/2025 | Benchmark Wealth Management LLC | 7,365 | $403K | 0.2% | -20.6% | 0.002% | |
4/7/2025 | GAMMA Investing LLC | 17,304 | $948K | 0.0% | +5,375.9% | 0.004% | |
4/7/2025 | AdvisorNet Financial Inc | 107,570 | $5.89M | 0.4% | +4.9% | 0.025% | |
4/1/2025 | Modus Advisors LLC | 118,894 | $6.51M | 2.1% | +0.8% | 0.027% | |
3/24/2025 | Mascagni Wealth Management Inc. | 3,147 | $178K | 0.2% | N/A | 0.001% | |
3/19/2025 | DSG Capital Advisors LLC | 15,869 | $896K | 0.2% | N/A | 0.004% | |