4/15/2025 | Wealthcare Advisory Partners LLC | 25,689 | $2.03M | 0.1% | -3.0% | 0.011% | |
4/15/2025 | Trust Co. of Oklahoma | 45,276 | $3.57M | 1.2% | +0.9% | 0.020% | |
4/14/2025 | Midland Wealth Advisors LLC | 4,632 | $365K | 0.0% | -52.3% | 0.002% | |
4/14/2025 | Pallas Capital Advisors LLC | 27,880 | $2.20M | 0.1% | -8.0% | 0.012% | |
4/14/2025 | Farther Finance Advisors LLC | 10,141 | $802K | 0.0% | +96.6% | 0.005% | |
4/14/2025 | City Holding Co. | 17,064 | $1.35M | 0.2% | -2.3% | 0.008% | |
4/14/2025 | Deane Retirement Strategies Inc. | 111,481 | $8.79M | 4.2% | N/A | 0.050% | |
4/14/2025 | Moss Adams Wealth Advisors LLC | 722,934 | $57.00M | 6.0% | +0.2% | 0.321% | |
4/14/2025 | Toth Financial Advisory Corp | 65,168 | $5.14M | 0.6% | -6.2% | 0.029% | |
4/14/2025 | Courier Capital LLC | 93,368 | $7.36M | 0.5% | +56.2% | 0.041% | |
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4/14/2025 | First Citizens Bank & Trust Co. | 5,600 | $442K | 0.0% | -3.0% | 0.002% | |
4/14/2025 | Camelot Technology Advisors Inc. | 10,258 | $809K | 0.7% | -1.3% | 0.005% | |
4/14/2025 | Capital Investment Advisors LLC | 103,950 | $8.20M | 0.2% | +1.7% | 0.046% | |
4/14/2025 | Hickory Point Bank & Trust | 5,298 | $418K | 0.4% | -2.9% | 0.002% | |
4/14/2025 | Bangor Savings Bank | 4,729 | $373K | 0.0% | -11.1% | 0.002% | |
4/14/2025 | OLD National Bancorp IN | 37,300 | $2.94M | 0.1% | -4.8% | 0.017% | |
4/14/2025 | City Center Advisors LLC | 9,174 | $723K | 0.8% | -73.4% | 0.004% | |
4/14/2025 | Moulton Wealth Management Inc. | 21,645 | $1.71M | 1.3% | +16.5% | 0.010% | |
4/14/2025 | Wedmont Private Capital | 2,760 | $211K | 0.0% | N/A | 0.001% | |
4/14/2025 | Orrstown Financial Services Inc. | 10,516 | $829K | 0.2% | +20.3% | 0.005% | |
4/11/2025 | Perkins Coie Trust Co | 73,893 | $5.83M | 1.3% | -1.1% | 0.033% | |
4/11/2025 | Lake Hills Wealth Management LLC | 82,340 | $6.49M | 4.5% | +195.5% | 0.037% | |
4/11/2025 | AAFMAA Wealth Management & Trust LLC | 26,749 | $2.11M | 1.0% | N/A | 0.012% | |
4/11/2025 | Independence Bank of Kentucky | 2,397 | $189K | 0.0% | -7.3% | 0.001% | |
4/11/2025 | D. Scott Neal Inc. | 28,933 | $2.28M | 1.3% | N/A | 0.013% | |
4/11/2025 | Hudson Valley Investment Advisors Inc. ADV | 21,902 | $1.73M | 0.2% | -1.8% | 0.010% | |
4/11/2025 | Butensky & Cohen Financial Security Inc. | 28,410 | $2.24M | 0.7% | +0.7% | 0.013% | |
4/11/2025 | Constitution Capital LLC | 6,230 | $491K | 0.3% | +7.5% | 0.003% | |
4/11/2025 | Chemistry Wealth Management LLC | 6,375 | $503K | 0.1% | -2.9% | 0.003% | |
4/11/2025 | Cranbrook Wealth Management LLC | 43,562 | $3.44M | 0.8% | -2.3% | 0.019% | |
4/11/2025 | Sovereign Financial Group Inc. | 8,681 | $685K | 0.2% | +20.1% | 0.004% | |
4/11/2025 | Arkfeld Wealth Strategies L.L.C. | 13,831 | $1.05M | 0.4% | -3.7% | 0.006% | |
4/11/2025 | SeaCrest Wealth Management LLC | 32,734 | $2.58M | 0.3% | +1.4% | 0.015% | |
4/11/2025 | Magnus Financial Group LLC | 28,854 | $2.28M | 0.2% | +17.1% | 0.013% | |
4/11/2025 | AFG Fiduciary Services Limited Partnership | 13,223 | $1.01M | 0.3% | -2.2% | 0.006% | |
4/11/2025 | 626 Financial LLC | 4,902 | $387K | 0.2% | N/A | 0.002% | |
4/11/2025 | Curat Global LLC | 3,705 | $292K | 0.4% | N/A | 0.002% | |
4/11/2025 | Signal Advisors Wealth LLC | 28,840 | $2.27M | 0.2% | -54.8% | 0.013% | |
4/11/2025 | Armstrong Fleming & Moore Inc | 5,018 | $396K | 0.5% | N/A | 0.002% | |
4/10/2025 | Retireful LLC | 27,457 | $2.14M | 2.1% | -21.1% | 0.012% | |
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4/10/2025 | Boltwood Capital Management | 10,786 | $850K | 0.3% | -1.8% | 0.005% | |
4/10/2025 | Diligent Investors LLC | 7,477 | $590K | 0.1% | -26.4% | 0.003% | |
4/10/2025 | KWB Wealth | 5,057 | $383K | 0.0% | -21.3% | 0.002% | |
4/10/2025 | Fluent Financial LLC | 76,729 | $6.05M | 2.6% | +22.2% | 0.034% | |
4/10/2025 | Channel Wealth LLC | 16,893 | $1.33M | 0.4% | -1.2% | 0.008% | |
4/10/2025 | Park Edge Advisors LLC | 40,144 | $3.17M | 0.9% | +14.4% | 0.018% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 42,151 | $3.32M | 1.5% | -26.2% | 0.019% | |
4/10/2025 | Teamwork Financial Advisors LLC | 4,902 | $387K | 0.1% | -59.9% | 0.002% | |
4/10/2025 | Freedom Financial Partners LLC | 17,746 | $1.40M | 0.7% | -1.9% | 0.008% | |
4/10/2025 | Floyd Financial Group LLC | 19,730 | $1.56M | 1.4% | +3.0% | 0.009% | |
4/10/2025 | Brave Asset Management Inc. | 33,872 | $2.67M | 0.8% | -49.1% | 0.015% | |
4/10/2025 | Contravisory Investment Management Inc. | 9,083 | $716K | 0.2% | +29.4% | 0.004% | |
4/10/2025 | TrueWealth Advisors LLC | 5,366 | $423K | 0.1% | -9.7% | 0.002% | |
4/10/2025 | Triangle Securities Wealth Management | 12,182 | $961K | 0.2% | -2.0% | 0.005% | |
4/10/2025 | Rialto Wealth Management LLC | 3,364 | $265K | 0.1% | -17.6% | 0.001% | |
4/10/2025 | EWG Elevate Inc. | 3,127 | $247K | 0.1% | N/A | 0.001% | |
4/10/2025 | Smith Anglin Financial LLC | 3,774 | $298K | 0.0% | -7.8% | 0.002% | |
4/9/2025 | Kwmg LLC | 107,836 | $8.50M | 0.9% | +0.8% | 0.048% | |
4/9/2025 | RFG Advisory LLC | 31,203 | $2.46M | 0.1% | -49.4% | 0.014% | |
4/9/2025 | ST Germain D J Co. Inc. | 34,964 | $2.76M | 0.1% | -5.2% | 0.016% | |
4/9/2025 | Milestone Asset Management LLC | 32,023 | $2.53M | 0.5% | N/A | 0.014% | |
4/9/2025 | Shulman DeMeo Asset Management LLC | 13,471 | $1.06M | 0.3% | -1.7% | 0.006% | |
4/9/2025 | IMZ Advisory Inc | 68,168 | $5.38M | 2.4% | +24.1% | 0.030% | |
4/9/2025 | Fragasso Financial Advisors Inc | 36,279 | $2.86M | 0.2% | N/A | 0.016% | |
4/9/2025 | NBC Securities Inc. | 10,446 | $823K | 0.1% | +94,863.6% | 0.005% | |
4/9/2025 | West Financial Advisors LLC | 43,329 | $3.42M | 0.6% | +19.5% | 0.019% | |
4/9/2025 | Fiduciary Alliance LLC | 4,036 | $318K | 0.0% | +25.2% | 0.002% | |
4/9/2025 | American National Bank & Trust | 2,185 | $172K | 0.0% | -6.4% | 0.001% | |
4/9/2025 | Advance Capital Management Inc. | 3,490 | $275K | 0.0% | -6.4% | 0.002% | |
4/9/2025 | Mirador Capital Partners LP | 10,872 | $857K | 0.1% | +3.4% | 0.005% | |
4/9/2025 | Mechanics Bank Trust Department | 28,359 | $2.24M | 0.3% | +10.9% | 0.013% | |
4/9/2025 | Kaizen Financial Strategies | 3,780 | $298K | 0.2% | +13.9% | 0.002% | |
4/8/2025 | Fifth Third Wealth Advisors LLC | 7,246 | $571K | 0.0% | +10.9% | 0.003% | |
4/8/2025 | J2 Capital Management Inc | 6,000 | $473K | 0.4% | -32.3% | 0.003% | |
4/8/2025 | Beese Fulmer Investment Management Inc. | 3,077 | $243K | 0.0% | N/A | 0.001% | |
4/8/2025 | Waycross Investment Management Co | 50,713 | $4.00M | 4.5% | -0.7% | 0.023% | |
4/8/2025 | Advisory Alpha LLC | 92,231 | $7.27M | 0.5% | -55.7% | 0.041% | |
4/8/2025 | Rothschild Investment LLC | 8,400 | $662K | 0.0% | -1.8% | 0.004% | |
4/8/2025 | Parallel Advisors LLC | 15,795 | $1.25M | 0.0% | +11.0% | 0.007% | |
4/7/2025 | GAMMA Investing LLC | 107,157 | $8.45M | 0.0% | +7,785.0% | 0.048% | |
4/7/2025 | AdvisorNet Financial Inc | 8,285 | $653K | 0.0% | +1.7% | 0.004% | |
4/4/2025 | Sage Capital Advisors llc | 30,636 | $2.42M | 0.6% | +3.0% | 0.014% | |
4/4/2025 | Legacy Private Trust Co. | 55,272 | $4.36M | 0.3% | +2.2% | 0.025% | |
4/3/2025 | Magnolia Capital Management Ltd. | 3,720 | $293K | 0.3% | N/A | 0.002% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 546 | $43K | 0.0% | +256.9% | 0.000% | |
3/24/2025 | Fulcrum Equity Management | 19,379 | $1.47M | 1.5% | +63.7% | 0.009% | |
3/24/2025 | Wellington Management Group LLP | 13,656 | $1.03M | 0.0% | -21.4% | 0.006% | |
3/21/2025 | Prostatis Group LLC | 5,760 | $436K | 0.1% | N/A | 0.003% | |
3/19/2025 | M1 Capital Management LLC | 22,360 | $1.69M | 0.9% | N/A | 0.010% | |
3/19/2025 | Northeast Planning Associates INC. NH | 8,035 | $608K | 0.6% | N/A | 0.004% | |
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3/18/2025 | CWC Advisors LLC. | 10,158 | $769K | 0.8% | -6.2% | 0.005% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 206,267 | $15.61M | 0.0% | +8.1% | 0.092% | |
3/12/2025 | Northstar Financial Companies Inc. | 4,457 | $337K | 0.3% | N/A | 0.002% | |
3/12/2025 | Centaurus Financial Inc. | 57,075 | $4.32M | 0.3% | -2.2% | 0.025% | |
3/12/2025 | Wealthedge Investment Advisors LLC | 18,593 | $1.41M | 0.6% | N/A | 0.008% | |
3/6/2025 | Wood Tarver Financial Group LLC | 487 | $36K | 0.0% | N/A | 0.000% | |
3/4/2025 | Buska Wealth Management LLC | 3,548 | $269K | 0.1% | -11.2% | 0.002% | |
3/3/2025 | Fluent Financial LLC | 62,812 | $4.75M | 2.1% | N/A | 0.027% | |
2/28/2025 | Park Square Financial Group LLC | 5,416 | $410K | 0.3% | N/A | 0.002% | |
2/27/2025 | Omnia Family Wealth LLC | 54,432 | $4.12M | 1.6% | -7.1% | 0.024% | |