7/24/2025 | Financial Connections Group Inc. | 141,802 | $12.78M | 5.3% | +4.2% | 0.152% | |
7/24/2025 | Trust Co. of Toledo NA OH | 537 | $48K | 0.0% | N/A | 0.001% | |
7/24/2025 | JNBA Financial Advisors | 105,356 | $9.50M | 0.9% | -7.3% | 0.113% | |
7/24/2025 | Eastern Bank | 265,160 | $23.90M | 0.5% | -3.2% | 0.284% | |
7/24/2025 | PDS Planning Inc | 59,297 | $5.34M | 0.4% | -1.2% | 0.063% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 7,436 | $670K | 0.0% | -23.3% | 0.008% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 8,551 | $771K | 0.1% | +7.7% | 0.009% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 5,477 | $494K | 0.0% | -11.9% | 0.006% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 15,258 | $1.38M | 0.1% | +1.0% | 0.016% | |
7/24/2025 | Moseley Investment Management Inc. | 29,007 | $2.61M | 0.9% | +11.9% | 0.031% | |
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7/24/2025 | IFP Advisors Inc | 994 | $90K | 0.0% | +52.9% | 0.001% | |
7/24/2025 | Blair William & Co. IL | 83,059 | $7.49M | 0.0% | +13.7% | 0.089% | |
7/24/2025 | Capital Advisors Ltd. LLC | 27,692 | $2.50M | 0.3% | -7.6% | 0.030% | |
7/24/2025 | Baxter Bros Inc. | 81,140 | $7.31M | 0.9% | +95.0% | 0.087% | |
7/24/2025 | Columbia Advisory Partners LLC | 2,869 | $259K | 0.2% | -11.3% | 0.003% | |
7/23/2025 | InTrack Investment Management Inc | 20,832 | $1.88M | 1.3% | N/A | 0.022% | |
7/23/2025 | Eagle Strategies LLC | 16,958 | $1.53M | 0.2% | +1.5% | 0.018% | |
7/23/2025 | Joel Isaacson & Co. LLC | 5,224 | $471K | 0.0% | N/A | 0.006% | |
7/23/2025 | Country Club Bank | 17,553 | $1.58M | 0.1% | -2.0% | 0.019% | |
7/23/2025 | Trueblood Wealth Management LLC | 10,109 | $911K | 0.4% | +16.1% | 0.011% | |
7/23/2025 | Mraz Amerine & Associates Inc. | 10,773 | $971K | 0.2% | -2.6% | 0.012% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 15,991 | $1.44M | 0.0% | N/A | 0.017% | |
7/22/2025 | Duncan Williams Asset Management LLC | 9,784 | $882K | 0.1% | -1.8% | 0.010% | |
7/22/2025 | DAVENPORT & Co LLC | 5,202 | $469K | 0.0% | -8.2% | 0.006% | |
7/22/2025 | Hubbell Strickland Wealth Management LLC | 28,120 | $2.53M | 1.1% | +4.6% | 0.030% | |
7/22/2025 | Compass Financial Group INC SD | 167,858 | $15.13M | 2.5% | +8.7% | 0.180% | |
7/22/2025 | Oak Hill Wealth Advisors LLC | 77,821 | $6.95M | 1.4% | +4.3% | 0.083% | |
7/21/2025 | Tanglewood Wealth Management Inc. | 82,205 | $7.41M | 0.7% | -0.5% | 0.088% | |
7/21/2025 | Tilia Fiduciary Partners Inc. | 52,340 | $4.72M | 2.9% | +3.4% | 0.056% | |
7/21/2025 | Keystone Financial Group Inc. | 102,112 | $9.02M | 5.7% | +1.7% | 0.109% | |
7/21/2025 | Phraction Management LLC | 3,900 | $351K | 0.1% | -30.5% | 0.004% | |
7/21/2025 | Ameritas Advisory Services LLC | 24,081 | $2.17M | 0.1% | -29.0% | 0.026% | |
7/21/2025 | Family CFO Inc | 677 | $61K | 0.0% | +29.7% | 0.001% | |
7/21/2025 | Triad Wealth Partners LLC | 5,249 | $473K | 0.1% | -34.4% | 0.006% | |
7/21/2025 | Red Mountain Financial LLC | 22,708 | $2.05M | 2.6% | -39.1% | 0.024% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 38,500 | $3.47M | 0.0% | -2.5% | 0.041% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 1,835,873 | $165.45M | 2.8% | +5.6% | 1.966% | |
7/18/2025 | GEN Financial Management INC. | 222,559 | $20.06M | 16.4% | -29.5% | 0.238% | |
7/18/2025 | SOA Wealth Advisors LLC. | 1,632 | $147K | 0.0% | -9.3% | 0.002% | |
7/18/2025 | Truist Financial Corp | 280,126 | $25.25M | 0.0% | +2.5% | 0.300% | |
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7/17/2025 | Capital Investment Advisors LLC | 11,756 | $1.06M | 0.0% | +13.7% | 0.013% | |
7/17/2025 | LifeGoal Wealth Advisors | 17,967 | $1.62M | 1.5% | +22.7% | 0.019% | |
7/17/2025 | HB Wealth Management LLC | 40,576 | $3.66M | 0.0% | -22.7% | 0.043% | |
7/17/2025 | Janney Montgomery Scott LLC | 269,425 | $24.28M | 0.1% | +0.2% | 0.288% | |
7/17/2025 | Archford Capital Strategies LLC | 46,363 | $4.18M | 0.5% | -2.1% | 0.050% | |
7/17/2025 | Johnson & White Wealth Management LLC | 25,449 | $2.29M | 1.2% | +8.2% | 0.027% | |
7/17/2025 | Barry Investment Advisors LLC | 19,690 | $1.77M | 0.4% | +19.3% | 0.021% | |
7/17/2025 | Blossom Wealth Management | 6,121 | $552K | 1.0% | +4.2% | 0.007% | |
7/16/2025 | Destiny Wealth Partners LLC | 82,045 | $7.39M | 1.0% | -6.4% | 0.088% | |
7/16/2025 | ST Germain D J Co. Inc. | 39,080 | $3.52M | 0.2% | +4.3% | 0.042% | |
7/16/2025 | BOS Asset Management LLC | 5,333 | $481K | 0.2% | +2.4% | 0.006% | |
7/16/2025 | Swisher Financial Concepts Inc. | 11,290 | $1.02M | 0.7% | -25.7% | 0.012% | |
7/16/2025 | New Insight Wealth Advisors | 56,033 | $5.05M | 2.1% | -2.0% | 0.060% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 283 | $26K | 0.0% | -33.1% | 0.000% | |
7/16/2025 | Perigon Wealth Management LLC | 5,995 | $540K | 0.0% | -10.3% | 0.006% | |
7/15/2025 | Retirement Guys Formula LLC | 42,255 | $3.81M | 1.4% | +1.1% | 0.045% | |
7/15/2025 | Avaii Wealth Management LLC | 7,334 | $661K | 0.3% | +9.8% | 0.008% | |
7/15/2025 | Beacon Financial Planning Inc. | 17,252 | $1.56M | 0.9% | +7.2% | 0.018% | |
7/15/2025 | Verum Partners LLC | 44,839 | $4.04M | 0.9% | -26.3% | 0.048% | |
7/15/2025 | Foster Victor Wealth Advisors LLC | 42,268 | $3.79M | 0.3% | N/A | 0.045% | |
7/15/2025 | Buttonwood Financial Advisors Inc. | 97,755 | $8.81M | 3.5% | +3.2% | 0.105% | |
7/15/2025 | Fifth Third Bancorp | 4,234 | $382K | 0.0% | +55.4% | 0.005% | |
7/15/2025 | Family Investment Center Inc. | 35,333 | $3.18M | 0.7% | +302.6% | 0.038% | |
7/15/2025 | RTD Financial Advisors Inc. | 114,758 | $10.34M | 1.3% | +8.1% | 0.123% | |
7/15/2025 | Oak Root LLC | 50,054 | $4.51M | 0.6% | +12.5% | 0.054% | |
7/15/2025 | Financial Partners Group Inc | 12,889 | $1.16M | 0.2% | +1.7% | 0.014% | |
7/15/2025 | Focused Wealth Management Inc | 228,749 | $20.62M | 2.5% | +0.6% | 0.245% | |
7/15/2025 | Revisor Wealth Management LLC | 116,462 | $10.42M | 3.8% | +6.0% | 0.125% | |
7/15/2025 | Bfsg LLC | 28,243 | $2.55M | 0.3% | -6.8% | 0.030% | |
7/14/2025 | Occidental Asset Management LLC | 5,047 | $455K | 0.1% | +61.6% | 0.005% | |
7/14/2025 | Brady Martz Wealth Solutions LLC | 85,136 | $7.67M | 1.5% | -1.6% | 0.091% | |
7/14/2025 | Sweeney & Michel LLC | 61,524 | $5.46M | 1.9% | +1.6% | 0.066% | |
7/14/2025 | Park Avenue Securities LLC | 6,557 | $591K | 0.0% | +10.3% | 0.007% | |
7/11/2025 | Scott Capital Advisors LLC | 3,429 | $308K | 0.1% | -11.9% | 0.004% | |
7/11/2025 | Capital Advantage Inc. | 408,194 | $36.79M | 5.8% | +3.2% | 0.437% | |
7/11/2025 | Farther Finance Advisors LLC | 7,108 | $641K | 0.0% | +12.5% | 0.008% | |
7/11/2025 | Weatherly Asset Management L. P. | 264,958 | $23.88M | 2.0% | +4.7% | 0.284% | |
7/11/2025 | Kaydan Wealth Management Inc. | 5,348 | $482K | 0.2% | +6.1% | 0.006% | |
7/11/2025 | Pinnacle Bancorp Inc. | 1,749 | $158K | 0.0% | +17.9% | 0.002% | |
7/10/2025 | Exchange Traded Concepts LLC | 70,212 | $6.33M | 0.1% | -4.6% | 0.075% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 208,964 | $18.83M | 0.0% | -1.2% | 0.224% | |
7/10/2025 | Strathmore Capital Advisors Inc. | 2,630 | $236K | 0.1% | N/A | 0.003% | |
7/10/2025 | High Net Worth Advisory Group LLC | 55,234 | $4.98M | 1.3% | +1.9% | 0.059% | |
7/10/2025 | Wedmont Private Capital | 136,549 | $12.25M | 0.5% | +4.3% | 0.146% | |
7/10/2025 | American Financial Advisors LLC | 422,436 | $38.07M | 5.3% | -1.0% | 0.452% | |
7/10/2025 | Professional Financial Advisors LLC | 18,266 | $1.65M | 0.4% | +2.7% | 0.020% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 24,518 | $2.21M | 0.1% | -1.0% | 0.026% | |
7/9/2025 | Capital Wealth Management LLC | 21,786 | $1.96M | 0.7% | +1.1% | 0.023% | |
7/9/2025 | Stokes Capital Advisors LLC | 2,712 | $244K | 0.1% | -13.9% | 0.003% | |
7/9/2025 | Affinity Capital Advisors LLC | 5,877 | $530K | 0.1% | -8.4% | 0.006% | |
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7/9/2025 | StrongBox Wealth LLC | 22,793 | $2.05M | 0.8% | +21.7% | 0.024% | |
7/9/2025 | Breakwater Capital Group | 27,835 | $2.51M | 0.4% | -4.0% | 0.030% | |
7/9/2025 | Shore Point Advisors LLC | 21,767 | $1.96M | 0.9% | +1.5% | 0.023% | |
7/8/2025 | Martin Capital Partners LLC | 3,194 | $288K | 0.1% | N/A | 0.003% | |
7/8/2025 | Canandaigua National Bank & Trust Co. | 14,932 | $1.35M | 0.1% | -3.4% | 0.016% | |
7/8/2025 | 21 West Wealth Management LLC | 29,020 | $2.62M | 2.6% | N/A | 0.031% | |
7/8/2025 | Goldstone Financial Group LLC | 128,635 | $11.59M | 1.5% | +14.5% | 0.138% | |
7/8/2025 | GK Wealth Management LLC | 8,027 | $723K | 0.7% | +49.4% | 0.009% | |
7/7/2025 | Centurion Wealth Management LLC | 27,843 | $2.51M | 0.7% | +2.8% | 0.030% | |
7/3/2025 | Collective Family Office LLC | 80,586 | $7.26M | 1.9% | -12.3% | 0.090% | |