7/11/2025 | Kaufman Rossin Wealth LLC | 2,753 | $231K | 0.1% | N/A | 0.004% | |
7/11/2025 | Farther Finance Advisors LLC | 10,480 | $881K | 0.0% | +5.8% | 0.016% | |
7/11/2025 | UMB Bank n.a. | 26,145 | $2.20M | 0.0% | -0.5% | 0.040% | |
7/11/2025 | SeaCrest Wealth Management LLC | 2,649 | $223K | 0.0% | N/A | 0.004% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 54,119 | $4.55M | 0.4% | -1.8% | 0.083% | |
7/10/2025 | Anderson Hoagland & Co. | 146,720 | $12.33M | 1.2% | +1.0% | 0.225% | |
7/10/2025 | Fulton Bank N.A. | 3,131 | $263K | 0.0% | -5.3% | 0.005% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 83,959 | $7.06M | 0.0% | -13.8% | 0.129% | |
7/10/2025 | Wedmont Private Capital | 3,151 | $265K | 0.0% | N/A | 0.005% | |
7/10/2025 | Focus Financial Network Inc. | 7,850 | $660K | 0.0% | +71.4% | 0.012% | |
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7/10/2025 | Sovran Advisors LLC | 2,814 | $235K | 0.0% | N/A | 0.004% | |
7/9/2025 | Graves Light Lenhart Wealth Inc. | 2,545 | $214K | 0.0% | N/A | 0.004% | |
7/9/2025 | Breakwater Capital Group | 19,102 | $1.61M | 0.3% | -1.3% | 0.029% | |
7/9/2025 | Burt Wealth Advisors | 279,158 | $23.47M | 5.4% | -0.8% | 0.428% | |
7/9/2025 | Fragasso Financial Advisors Inc | 6,313 | $531K | 0.0% | -10.9% | 0.010% | |
7/9/2025 | Shore Point Advisors LLC | 38,103 | $3.20M | 1.5% | -1.2% | 0.058% | |
7/8/2025 | Elevation Wealth Partners LLC | 1,295 | $109K | 0.0% | -18.6% | 0.002% | |
7/8/2025 | Baker Ellis Asset Management LLC | 12,150 | $1.02M | 0.1% | -1.2% | 0.019% | |
7/8/2025 | Apella Capital LLC | 84,922 | $7.10M | 0.2% | -15.4% | 0.130% | |
7/8/2025 | Moulton Wealth Management Inc. | 55,125 | $4.64M | 3.5% | +6.3% | 0.084% | |
7/8/2025 | Parallel Advisors LLC | 10,213 | $859K | 0.0% | +13,163.6% | 0.016% | |
7/7/2025 | Peterson Wealth Advisors LLC | 17,800 | $1.50M | 0.2% | -3.6% | 0.027% | |
5/21/2025 | Geneos Wealth Management Inc. | 115,049 | $8.97M | 0.3% | +4.2% | 0.177% | |
5/20/2025 | Belpointe Asset Management LLC | 20,269 | $1.58M | 0.1% | N/A | 0.031% | |
5/20/2025 | Focus Partners Wealth | 37,652 | $2.93M | 0.0% | +6.9% | 0.058% | |
5/20/2025 | Anchor Investment Management LLC | 55,879 | $4.35M | 0.4% | +6.0% | 0.086% | |
5/19/2025 | SageView Advisory Group LLC | 19,954 | $1.56M | 0.1% | -3.4% | 0.031% | |
5/16/2025 | Bell Investment Advisors Inc | 17,862 | $1.39M | 0.3% | -0.7% | 0.027% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 20,375 | $1.59M | 0.0% | -1.1% | 0.031% | |
5/16/2025 | Jones Financial Companies Lllp | 240,428 | $18.73M | 0.0% | +210.5% | 0.365% | |
5/16/2025 | Tolleson Wealth Management Inc. | 8,545 | $666K | 0.1% | -25.0% | 0.013% | |
5/16/2025 | National Wealth Management Group LLC | 3,303 | $257K | 0.2% | -16.3% | 0.005% | |
5/16/2025 | NewEdge Advisors LLC | 59,986 | $4.67M | 0.0% | -0.8% | 0.091% | |
5/16/2025 | Integrated Wealth Concepts LLC | 43,714 | $3.41M | 0.0% | -2.2% | 0.066% | |
5/16/2025 | Alliancebernstein L.P. | 388,089 | $30.24M | 0.0% | -5.8% | 0.589% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 560 | $44K | 0.0% | +109.7% | 0.001% | |
5/16/2025 | AQR Capital Management LLC | 14,288 | $1.11M | 0.0% | N/A | 0.022% | |
5/16/2025 | Amundi | 316,200 | $24.86M | 0.0% | +5.0% | 0.480% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 25,656 | $2.00M | 0.0% | +344.1% | 0.039% | |
5/15/2025 | Royal Bank of Canada | 461,030 | $35.92M | 0.0% | +20.9% | 0.700% | |
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5/15/2025 | MAI Capital Management | 28,811 | $2.25M | 0.0% | -0.5% | 0.044% | |
5/15/2025 | Baird Financial Group Inc. | 80,359 | $6.26M | 0.0% | +2.6% | 0.122% | |
5/15/2025 | OLD Mission Capital LLC | 111,853 | $8.72M | 0.1% | +309.0% | 0.170% | |
5/15/2025 | WPG Advisers LLC | 624 | $49K | 0.0% | N/A | 0.001% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 57,403 | $4.47M | 1.0% | -43.7% | 0.087% | |
5/14/2025 | Samalin Investment Counsel LLC | 36,400 | $2.84M | 1.1% | -11.7% | 0.055% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 12,887 | $1.00M | 0.0% | +2.0% | 0.020% | |
5/14/2025 | Comerica Bank | 107,143 | $8.35M | 0.0% | -3.4% | 0.163% | |
5/14/2025 | Synovus Financial Corp | 2,718 | $212K | 0.0% | N/A | 0.004% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,230,406 | $95.87M | 0.1% | -3.1% | 1.867% | |
5/14/2025 | Kestra Advisory Services LLC | 23,619 | $1.84M | 0.0% | -23.6% | 0.036% | |
5/14/2025 | Compound Planning Inc. | 14,342 | $1.12M | 0.1% | +53.1% | 0.022% | |
5/14/2025 | Ameriprise Financial Inc. | 578,822 | $45.20M | 0.0% | +15.3% | 0.878% | |
5/14/2025 | CW Advisors LLC | 54,792 | $4.25M | 0.1% | -4.1% | 0.083% | |
5/14/2025 | Summit Financial LLC | 2,591 | $202K | 0.0% | N/A | 0.004% | |
5/14/2025 | Estate Counselors LLC | 62,786 | $4.89M | 0.5% | -8.5% | 0.095% | |
5/14/2025 | GDS Wealth Management | 3,839 | $299K | 0.0% | -4.2% | 0.006% | |
5/14/2025 | Asset Management Group Inc. | 82,486 | $6.43M | 1.2% | -0.2% | 0.125% | |
5/14/2025 | Level Four Advisory Services LLC | 30,390 | $2.37M | 0.1% | -2.1% | 0.046% | |
5/14/2025 | RWA Wealth Partners LLC | 57,459 | $4.48M | 0.1% | -10.1% | 0.087% | |
5/13/2025 | Raymond James Financial Inc. | 420,429 | $32.76M | 0.0% | +1.9% | 0.638% | |
5/13/2025 | Cowa LLC | 4,631 | $361K | 0.2% | +3.3% | 0.007% | |
5/13/2025 | Tacita Capital Inc | 16,144 | $1.26M | 0.9% | -1.6% | 0.024% | |
5/13/2025 | Heck Capital Advisors LLC | 1,715 | $134K | 0.0% | -93.0% | 0.003% | |
5/13/2025 | Klingman & Associates LLC | 24,321 | $1.90M | 0.1% | -2.3% | 0.037% | |
5/13/2025 | Callan Family Office LLC | 12,070 | $940K | 0.1% | N/A | 0.018% | |
5/13/2025 | HighTower Advisors LLC | 95,462 | $7.44M | 0.0% | -2.1% | 0.145% | |
5/13/2025 | Elevation Capital Advisory LLC | 124,515 | $9.70M | 4.2% | N/A | 0.189% | |
5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 12,801 | $1.00M | 0.5% | -23.3% | 0.019% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 953,067 | $74.26M | 0.2% | -1.3% | 1.446% | |
5/12/2025 | SouthState Corp | 1,159 | $90K | 0.0% | N/A | 0.002% | |
5/12/2025 | Berger Financial Group Inc | 21,693 | $1.69M | 0.1% | -4.0% | 0.033% | |
5/9/2025 | Blue Barn Wealth LLC | 6,233 | $486K | 0.3% | -20.6% | 0.009% | |
5/9/2025 | Roof Eidam Maycock Peralta LLC | 17,269 | $1.35M | 0.4% | -2.8% | 0.026% | |
5/9/2025 | Wharton Business Group LLC | 1,688,681 | $131.32M | 5.9% | +1.2% | 2.562% | |
5/9/2025 | Lester Murray Antman dba SimplyRich | 203,486 | $15.86M | 4.6% | +0.8% | 0.309% | |
5/9/2025 | Westwood Holdings Group Inc. | 2,724 | $212K | 0.0% | N/A | 0.004% | |
5/9/2025 | Wealthspire Advisors LLC | 18,445 | $1.44M | 0.0% | -54.8% | 0.028% | |
5/9/2025 | Atria Wealth Solutions Inc. | 53,980 | $4.21M | 0.1% | -21.0% | 0.082% | |
5/9/2025 | Cary Street Partners Financial LLC | 2,781 | $217K | 0.0% | -7.6% | 0.004% | |
5/9/2025 | Commonwealth Equity Services LLC | 349,450 | $27.23M | 0.0% | +4.1% | 0.530% | |
5/9/2025 | PNC Financial Services Group Inc. | 56,682 | $4.42M | 0.0% | -7.9% | 0.086% | |
5/8/2025 | Baker Avenue Asset Management LP | 3,007 | $234K | 0.0% | N/A | 0.005% | |
5/8/2025 | MONECO Advisors LLC | 10,189 | $794K | 0.1% | +36.3% | 0.015% | |
5/8/2025 | ProVise Management Group LLC | 124,813 | $9.73M | 0.8% | +8.6% | 0.189% | |
5/8/2025 | US Bancorp DE | 260,766 | $20.32M | 0.1% | +6.3% | 0.396% | |
5/8/2025 | BCGM Wealth Management LLC | 3,583 | $279K | 0.1% | -38.3% | 0.005% | |
5/8/2025 | Shufro Rose & Co. LLC | 18,493 | $1.44M | 0.1% | -1.5% | 0.028% | |
5/8/2025 | Foster & Motley Inc. | 13,558 | $1.06M | 0.1% | -7.8% | 0.021% | |
5/8/2025 | Valley Forge Investment Consultants Inc. ADV | 13,726 | $1.07M | 0.4% | +1.9% | 0.021% | |
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5/8/2025 | Arkadios Wealth Advisors | 15,461 | $1.21M | 0.0% | N/A | 0.023% | |
5/8/2025 | Vestcor Inc | 5,921 | $461K | 0.0% | -42.8% | 0.009% | |
5/8/2025 | Cutler Investment Counsel LLC | 100,534 | $7.83M | 0.9% | -31.1% | 0.153% | |
5/8/2025 | Geneos Wealth Management Inc. | 131,107 | $10.22M | 0.3% | +18.7% | 0.199% | |
5/7/2025 | Foundations Investment Advisors LLC | 133,840 | $10.43M | 0.2% | N/A | 0.203% | |
5/7/2025 | Facet Wealth Inc. | 215,614 | $17.95M | 0.5% | +10.2% | 0.327% | |
5/7/2025 | LPL Financial LLC | 858,033 | $66.86M | 0.0% | -8.8% | 1.302% | |
5/7/2025 | Alteri Wealth LLC | 2,894 | $226K | 0.1% | -25.5% | 0.004% | |
5/7/2025 | Brown Wealth Management LLC | 20,832 | $1.62M | 0.6% | -5.2% | 0.032% | |
5/7/2025 | Caliber Wealth Management LLC KS | 5,115 | $399K | 0.1% | N/A | 0.008% | |