4/18/2025 | Cornerstone Wealth Management LLC | 12,283 | $730K | 0.0% | +138.1% | 0.002% | |
4/18/2025 | Roth Financial Partners LLC | 253,463 | $15.06M | 5.9% | +9.0% | 0.048% | |
4/18/2025 | CENTRAL TRUST Co | 1,507 | $90K | 0.0% | +40.4% | 0.000% | |
4/18/2025 | Pacific Capital Wealth Advisors Inc. | 15,823 | $940K | 0.2% | -38.8% | 0.003% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 486,226 | $28.88M | 1.0% | +3,307.1% | 0.093% | |
4/17/2025 | Claris Advisors LLC MO | 41,771 | $2.48M | 0.9% | +8.9% | 0.008% | |
4/17/2025 | Sowell Financial Services LLC | 19,358 | $1.15M | 0.1% | +45.6% | 0.004% | |
4/17/2025 | Montecito Bank & Trust | 66,623 | $3.96M | 0.7% | +6.7% | 0.013% | |
4/17/2025 | Janney Montgomery Scott LLC | 111,545 | $6.63M | 0.0% | +58.4% | 0.021% | |
4/17/2025 | Verisail Partners LLC | 3,442 | $204K | 0.1% | -23.1% | 0.001% | |
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4/17/2025 | Cornerstone Wealth Advisors Inc. | 41,090 | $2.44M | 0.7% | +13.4% | 0.008% | |
4/17/2025 | Hanson & Doremus Investment Management | 907,329 | $53.90M | 7.9% | +9.9% | 0.173% | |
4/17/2025 | Traphagen Investment Advisors LLC | 556,957 | $33.08M | 3.5% | +10.8% | 0.106% | |
4/17/2025 | Acropolis Investment Management LLC | 62,078 | $3.69M | 0.2% | -12.4% | 0.012% | |
4/17/2025 | Howard Bailey Securities LLC | 77,502 | $4.60M | 1.9% | -2.7% | 0.015% | |
4/17/2025 | RHS Financial LLC | 3,613 | $215K | 0.1% | N/A | 0.001% | |
4/17/2025 | Brighton Jones LLC | 3,642 | $216K | 0.0% | -26.3% | 0.001% | |
4/17/2025 | Exchange Traded Concepts LLC | 302,840 | $17.99M | 0.3% | -18.0% | 0.058% | |
4/17/2025 | Newport Capital Group LLC | 185,025 | $10.99M | 7.9% | +4.6% | 0.035% | |
4/17/2025 | SFM LLC | 36,234 | $2.15M | 1.6% | N/A | 0.007% | |
4/17/2025 | CogentBlue Wealth Advisors LLC | 128,284 | $7.62M | 6.7% | +1.2% | 0.024% | |
4/17/2025 | Foster Victor Wealth Advisors LLC | 63,532 | $3.73M | 0.3% | +0.4% | 0.012% | |
4/17/2025 | Aries Wealth Management | 13,942 | $828K | 0.2% | -6.0% | 0.003% | |
4/17/2025 | Tenon Financial LLC | 11,120 | $661K | 0.4% | N/A | 0.002% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 37,390 | $2.22M | 0.1% | N/A | 0.007% | |
4/17/2025 | Family Wealth Partners LLC | 236,874 | $14.07M | 6.4% | +9.0% | 0.045% | |
4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 1,964,943 | $116.72M | 2.2% | +67.7% | 0.375% | |
4/16/2025 | Pathway Financial Advisors LLC | 299,328 | $17.78M | 3.2% | +356.1% | 0.057% | |
4/16/2025 | Capital Investment Services of America Inc. | 261,741 | $15.55M | 1.6% | +2.0% | 0.050% | |
4/16/2025 | Capstone Wealth Management LLC | 43,911 | $2.61M | 2.6% | -35.0% | 0.008% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 237,096 | $14.08M | 0.0% | -2.1% | 0.045% | |
4/16/2025 | Bernard Wealth Management Corp. | 1,124 | $67K | 0.0% | N/A | 0.000% | |
4/16/2025 | HMV Wealth Advisors LLC | 70,763 | $4.20M | 3.3% | +27.2% | 0.013% | |
4/16/2025 | Powers Advisory Group LLC | 6,089 | $362K | 0.2% | N/A | 0.001% | |
4/16/2025 | Schoolcraft Capital LLC | 5,432 | $323K | 0.1% | -50.8% | 0.001% | |
4/16/2025 | Founders Grove Wealth Partners LLC | 177,740 | $10.56M | 2.9% | +8.7% | 0.034% | |
4/16/2025 | Paragon Capital Management Ltd | 11,593 | $689K | 0.1% | -36.1% | 0.002% | |
4/16/2025 | Hassell Wealth Management LLC | 253,428 | $14.96M | 6.3% | +6.6% | 0.048% | |
4/15/2025 | Net Worth Advisory Group | 110,332 | $6.55M | 2.1% | +4.6% | 0.021% | |
4/15/2025 | Braun Bostich & Associates Inc. | 21,097 | $1.25M | 0.9% | -1.6% | 0.004% | |
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4/15/2025 | Stephens Group Asset Management LLC | 14,300 | $849K | 0.1% | -13.5% | 0.003% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 3,634 | $216K | 0.0% | -8.2% | 0.001% | |
4/15/2025 | Transform Wealth LLC | 45,195 | $2.69M | 0.2% | -22.5% | 0.009% | |
4/15/2025 | Focus Financial Network Inc. | 6,316 | $375K | 0.0% | -6.7% | 0.001% | |
4/15/2025 | CX Institutional | 4,396 | $261K | 0.0% | N/A | 0.001% | |
4/15/2025 | Financial Council LLC | 4,498 | $267K | 0.1% | -5.6% | 0.001% | |
4/15/2025 | Parsons Capital Management Inc. RI | 7,254 | $431K | 0.0% | N/A | 0.001% | |
4/15/2025 | Accurate Wealth Management LLC | 3,941 | $231K | 0.0% | N/A | 0.001% | |
4/15/2025 | Fiduciary Financial Group LLC | 18,355 | $1.08M | 0.2% | -8.2% | 0.004% | |
4/15/2025 | Michael A. Dubis Financial Planning LLC | 224,500 | $13.34M | 12.9% | +4.1% | 0.043% | |
4/15/2025 | Simplicity Wealth LLC | 72,449 | $4.30M | 0.3% | N/A | 0.014% | |
4/15/2025 | GAMMA Investing LLC | 9,080 | $539K | 0.0% | +23.5% | 0.002% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 15,256 | $906K | 0.0% | -92.7% | 0.003% | |
4/15/2025 | Signet Financial Management LLC | 35,581 | $2.11M | 0.3% | -8.8% | 0.007% | |
4/14/2025 | Midland Wealth Advisors LLC | 2,448,035 | $145.41M | 8.6% | -2.1% | 0.467% | |
4/14/2025 | Investment Advisory Group LLC | 14,793 | $879K | 0.3% | +23.7% | 0.003% | |
4/14/2025 | Farther Finance Advisors LLC | 333,882 | $19.81M | 0.5% | +16.0% | 0.064% | |
4/14/2025 | Clarity Capital Advisors LLC | 15,646 | $929K | 0.6% | +6.7% | 0.003% | |
4/14/2025 | Moss Adams Wealth Advisors LLC | 11,186 | $664K | 0.1% | -99.0% | 0.002% | |
4/14/2025 | Baldwin Wealth Partners LLC MA | 229,246 | $13.62M | 1.0% | +8.3% | 0.044% | |
4/14/2025 | Courier Capital LLC | 3,950 | $235K | 0.0% | N/A | 0.001% | |
4/14/2025 | 25 LLC | 266,652 | $15.84M | 6.6% | +4.2% | 0.051% | |
4/14/2025 | Tanglewood Wealth Management Inc. | 559,633 | $33.24M | 3.7% | -24.2% | 0.107% | |
4/14/2025 | Hickory Point Bank & Trust | 50,260 | $2.99M | 2.6% | +4.5% | 0.010% | |
4/14/2025 | Lloyd Advisory Services LLC. | 7,086 | $421K | 0.2% | +34.6% | 0.001% | |
4/14/2025 | Bangor Savings Bank | 1,751,162 | $104.02M | 9.8% | +15.6% | 0.334% | |
4/14/2025 | Park Avenue Securities LLC | 306,992 | $18.24M | 0.2% | -3.5% | 0.059% | |
4/14/2025 | OLD National Bancorp IN | 331,801 | $19.71M | 0.5% | +1.3% | 0.063% | |
4/14/2025 | Greenspring Advisors LLC | 9,930 | $590K | 0.1% | +150.1% | 0.002% | |
4/14/2025 | Miracle Mile Advisors LLC | 5,496 | $326K | 0.0% | -47.3% | 0.001% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 5,088 | $302K | 0.0% | +7.7% | 0.001% | |
4/14/2025 | Rockwood Wealth Management LLC | 12,400 | $737K | 0.1% | +82.8% | 0.002% | |
4/14/2025 | Wedmont Private Capital | 63,662 | $3.73M | 0.2% | +8.4% | 0.012% | |
4/14/2025 | Sunflower Bank N.A. | 3,456 | $205K | 0.1% | -14.6% | 0.001% | |
4/11/2025 | Towneley Capital Management Inc DE | 488,406 | $29.01M | 6.8% | +3.4% | 0.093% | |
4/11/2025 | First Affirmative Financial Network | 163,200 | $9.69M | 5.9% | +2.0% | 0.031% | |
4/11/2025 | Disciplined Investments LLC | 6,869 | $408K | 0.2% | +37.7% | 0.001% | |
4/11/2025 | Pines Wealth Management LLC | 12,731 | $755K | 0.3% | -28.5% | 0.002% | |
4/11/2025 | Burkett Financial Services LLC | 93,789 | $5.57M | 2.3% | +7.7% | 0.018% | |
4/11/2025 | Permanent Capital Management LP | 1,015,724 | $60.33M | 17.3% | -6.4% | 0.194% | |
4/11/2025 | Signal Advisors Wealth LLC | 13,694 | $813K | 0.1% | -19.8% | 0.003% | |
4/11/2025 | Foster Group Inc. | 2,194,151 | $130.33M | 4.9% | +2.1% | 0.418% | |
4/11/2025 | AMI Investment Management Inc. | 228,727 | $13.59M | 4.4% | +6.3% | 0.044% | |
4/10/2025 | Fluent Financial LLC | 106,615 | $6.33M | 2.8% | +14.2% | 0.020% | |
4/10/2025 | Fermata Advisors LLC | 89,601 | $5.32M | 1.0% | +9.5% | 0.017% | |
4/10/2025 | Secure Asset Management LLC | 385,289 | $22.89M | 4.6% | +278.3% | 0.073% | |
4/10/2025 | Nixon Peabody Trust Co. | 36,412 | $2.16M | 0.2% | -9.5% | 0.007% | |
4/10/2025 | Financial Advisory Partners LLC | 118,823 | $7.06M | 2.4% | +76.9% | 0.023% | |
4/10/2025 | Apella Capital LLC | 161,356 | $9.53M | 0.3% | +4.8% | 0.031% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 71,149 | $4.23M | 0.2% | +15.2% | 0.014% | |
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4/10/2025 | CGN Advisors LLC | 30,998 | $1.84M | 0.2% | -5.1% | 0.006% | |
4/10/2025 | Rialto Wealth Management LLC | 53,419 | $3.17M | 1.0% | +67.5% | 0.010% | |
4/10/2025 | Whipplewood Advisors LLC | 848 | $50K | 0.0% | N/A | 0.000% | |
4/9/2025 | Buska Wealth Management LLC | 134,945 | $8.02M | 2.5% | +16.6% | 0.026% | |
4/9/2025 | RFG Advisory LLC | 95,821 | $5.69M | 0.2% | +13.1% | 0.018% | |
4/9/2025 | McLean Asset Management Corp | 6,265 | $372K | 0.1% | -33.2% | 0.001% | |
4/9/2025 | Merit Financial Group LLC | 56,672 | $3.37M | 0.1% | -77.6% | 0.011% | |
4/9/2025 | Anderson Hoagland & Co. | 38,505 | $2.29M | 0.3% | -1.3% | 0.007% | |
4/9/2025 | Cypress Financial Planning LLC | 407,309 | $24.19M | 8.6% | +1.1% | 0.078% | |
4/9/2025 | Archer Investment Management LLC | 20,532 | $1.22M | 0.8% | -8.2% | 0.004% | |