7/8/2025 | Heartwood Wealth Advisors LLC | 155,640 | $5.37M | 0.6% | +2.4% | 0.101% | |
7/8/2025 | Parallel Advisors LLC | 521,042 | $17.98M | 0.4% | -1.3% | 0.337% | |
5/20/2025 | Anchor Investment Management LLC | 5,440 | $169K | 0.0% | -6.9% | 0.004% | |
5/16/2025 | Jones Financial Companies Lllp | 13,857 | $430K | 0.0% | -86.8% | 0.010% | |
5/15/2025 | Baird Financial Group Inc. | 221,296 | $6.87M | 0.0% | -7.2% | 0.153% | |
5/14/2025 | Monetary Management Group Inc. | 37,000 | $1.15M | 0.3% | +57.4% | 0.026% | |
5/14/2025 | Ameriprise Financial Inc. | 3,904,116 | $121.52M | 0.0% | +1.4% | 2.701% | |
5/13/2025 | Community Bank & Trust Waco Texas | 9,897 | $307K | 0.1% | -6.6% | 0.007% | |
5/13/2025 | EverSource Wealth Advisors LLC | 41,806 | $1.30M | 0.1% | -29.9% | 0.029% | |
5/13/2025 | American Money Management LLC | 96,977 | $3.01M | 0.6% | +4.0% | 0.067% | |
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5/12/2025 | Operose Advisors LLC | 181,918 | $5.64M | 1.9% | -0.4% | 0.126% | |
5/8/2025 | Dearborn Partners LLC | 9,224 | $286K | 0.0% | N/A | 0.006% | |
5/8/2025 | Arkadios Wealth Advisors | 685,727 | $21.27M | 0.8% | +2.0% | 0.474% | |
5/7/2025 | Vantage Financial Partners LLC | 151,713 | $4.71M | 1.2% | +98.8% | 0.105% | |
5/7/2025 | Alteri Wealth LLC | 17,578 | $545K | 0.2% | +10.7% | 0.012% | |
5/7/2025 | BlueStem Wealth Partners LLC | 7,526 | $233K | 0.0% | N/A | 0.005% | |
5/5/2025 | Atlantic Union Bankshares Corp | 17,000 | $527K | 0.0% | N/A | 0.012% | |
5/5/2025 | Elyxium Wealth LLC | 7,200 | $223K | 0.1% | N/A | 0.005% | |
5/2/2025 | Cullen Frost Bankers Inc. | 5,441 | $169K | 0.0% | +11.6% | 0.004% | |
5/2/2025 | Whittier Trust Co. | 23,039 | $715K | 0.0% | -1.7% | 0.016% | |
5/1/2025 | Gould Asset Management LLC CA | 64,489 | $2M | 0.4% | -2.4% | 0.045% | |
4/30/2025 | Leavell Investment Management Inc. | 20,244 | $628K | 0.0% | +5.4% | 0.014% | |
4/29/2025 | Cooksen Wealth LLC | 2,663 | $83K | 0.1% | N/A | 0.002% | |
4/29/2025 | TD Private Client Wealth LLC | 234,479 | $7.27M | 0.2% | -11.1% | 0.166% | |
4/29/2025 | Bank of New York Mellon Corp | 1,626,220 | $50.45M | 0.0% | -1.8% | 1.150% | |
4/29/2025 | Elite Financial Inc. | 36,045 | $1.12M | 0.6% | -3.7% | 0.026% | |
4/28/2025 | Private Trust Co. NA | 4,890 | $152K | 0.0% | +33.6% | 0.003% | |
4/25/2025 | MorganRosel Wealth Management LLC | 10,324 | $320K | 0.1% | -18.8% | 0.007% | |
4/25/2025 | Argent Advisors Inc. | 97,243 | $3.02M | 1.0% | +7.7% | 0.069% | |
4/24/2025 | Sunbelt Securities Inc. | 17,765 | $551K | 0.0% | -10.4% | 0.013% | |
4/24/2025 | Crescent Grove Advisors LLC | 71,313 | $2.21M | 0.2% | +29.6% | 0.050% | |
4/23/2025 | Bessemer Group Inc. | 13,270 | $412K | 0.0% | +231.8% | 0.009% | |
4/21/2025 | Heartwood Wealth Advisors LLC | 152,027 | $4.72M | 0.5% | +12.3% | 0.108% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 21,347 | $662K | 0.0% | -5.1% | 0.015% | |
4/17/2025 | Vicus Capital | 28,485 | $884K | 0.1% | +1.9% | 0.020% | |
4/17/2025 | Janney Montgomery Scott LLC | 471,173 | $14.62M | 0.0% | +2.8% | 0.333% | |
4/16/2025 | Fortitude Family Office LLC | 19,250 | $597K | 0.2% | -3.0% | 0.014% | |
4/15/2025 | Curbstone Financial Management Corp | 24,610 | $763K | 0.2% | +9.3% | 0.017% | |
4/15/2025 | CX Institutional | 226,881 | $7.04M | 0.3% | -17.7% | 0.161% | |
4/14/2025 | Farther Finance Advisors LLC | 10,349 | $322K | 0.0% | -6.4% | 0.007% | |
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4/11/2025 | City State Bank | 4,114 | $128K | 0.0% | N/A | 0.003% | |
4/9/2025 | Planned Solutions Inc. | 20,678 | $641K | 0.3% | -3.8% | 0.015% | |
4/9/2025 | Lbmc Investment Advisors LLC | 17,347 | $538K | 0.0% | -8.3% | 0.012% | |
4/8/2025 | Fifth Third Wealth Advisors LLC | 44,835 | $1.39M | 0.1% | -4.1% | 0.032% | |
4/8/2025 | Stolper Co | 36,653 | $1.14M | 0.4% | +1.1% | 0.026% | |
4/8/2025 | Parallel Advisors LLC | 527,890 | $16.38M | 0.4% | -4.2% | 0.378% | |
4/7/2025 | GAMMA Investing LLC | 21,094 | $680K | 0.0% | +3,002.1% | 0.015% | |
4/7/2025 | AdvisorNet Financial Inc | 249,941 | $7.75M | 0.6% | +8.9% | 0.179% | |
4/3/2025 | First Citizens Financial Corp | 9,411 | $292K | 0.2% | -14.5% | 0.007% | |
3/6/2025 | Elite Financial Inc. | 37,411 | $1.02M | 0.6% | N/A | 0.027% | |
2/27/2025 | Landaas & Co. WI ADV | 17,548 | $480K | 0.1% | -4.4% | 0.012% | |
2/21/2025 | Putney Financial Group LLC | 1,655 | $45K | 0.0% | N/A | 0.001% | |
2/19/2025 | Columbia River Financial Group LLC | 30,782 | $842K | 0.6% | N/A | 0.021% | |
2/18/2025 | Sunbelt Securities Inc. | 19,826 | $542K | 0.0% | -2.4% | 0.014% | |
2/18/2025 | 10Elms LLP | 3,500 | $96K | 0.1% | N/A | 0.002% | |
2/17/2025 | Colonial Trust Co SC | 2,137 | $59K | 0.0% | +385.7% | 0.001% | |
2/17/2025 | Cahill Financial Advisors Inc. | 14,592 | $400K | 0.1% | N/A | 0.010% | |
2/17/2025 | Captrust Financial Advisors | 74,019 | $2.03M | 0.0% | +727.6% | 0.051% | |
2/17/2025 | Baird Financial Group Inc. | 238,414 | $6.53M | 0.0% | +0.5% | 0.163% | |
2/17/2025 | Ameriprise Financial Inc. | 3,850,692 | $105.05M | 0.0% | +2.4% | 2.632% | |
2/17/2025 | Alteri Wealth LLC | 15,886 | $435K | 0.1% | N/A | 0.011% | |
2/14/2025 | Arkos Global Advisors | 25,144 | $688K | 0.1% | -24.1% | 0.017% | |
2/13/2025 | Operose Advisors LLC | 182,620 | $5M | 1.7% | -5.9% | 0.125% | |
2/12/2025 | OLD Mission Capital LLC | 28,892 | $791K | 0.0% | N/A | 0.020% | |
2/12/2025 | Summit Financial LLC | 16,247 | $445K | 0.0% | +3.4% | 0.011% | |
2/12/2025 | American Money Management LLC | 93,245 | $2.55M | 0.5% | +2.3% | 0.064% | |
2/12/2025 | JPMorgan Chase & Co. | 989,983 | $27.11M | 0.0% | +8.9% | 0.677% | |
2/11/2025 | TD Private Client Wealth LLC | 263,615 | $7.22M | 0.2% | -6.0% | 0.180% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 38,661 | $1.06M | 0.0% | -1.1% | 0.026% | |
2/11/2025 | OVERSEA CHINESE BANKING Corp Ltd | 22,152 | $607K | 0.0% | -47.6% | 0.015% | |
2/10/2025 | Argent Advisors Inc. | 90,276 | $2.47M | 0.9% | +1.7% | 0.062% | |
2/10/2025 | Parallel Advisors LLC | 550,922 | $15.08M | 0.3% | -1.9% | 0.377% | |
2/10/2025 | Farther Finance Advisors LLC | 11,055 | $303K | 0.0% | -13.1% | 0.008% | |
2/10/2025 | EverSource Wealth Advisors LLC | 59,666 | $1.63M | 0.1% | -49.2% | 0.041% | |
2/6/2025 | Cullen Frost Bankers Inc. | 4,874 | $133K | 0.0% | +961.9% | 0.003% | |
2/6/2025 | Vantage Financial Partners LLC | 76,303 | $2.09M | 0.5% | +56.2% | 0.052% | |
2/6/2025 | Jones Financial Companies Lllp | 105,059 | $2.88M | 0.0% | +53.7% | 0.072% | |
2/5/2025 | Motco | 42,019 | $1.15M | 0.1% | -2.8% | 0.029% | |
2/5/2025 | Private Trust Co. NA | 3,660 | $100K | 0.0% | -35.0% | 0.003% | |
2/4/2025 | MorganRosel Wealth Management LLC | 12,722 | $348K | 0.1% | N/A | 0.009% | |
2/4/2025 | Bank of New York Mellon Corp | 1,656,146 | $45.35M | 0.0% | +0.6% | 1.132% | |
2/4/2025 | Edge Capital Group LLC | 9,413 | $258K | 0.0% | +37.5% | 0.006% | |
1/30/2025 | Valeo Financial Advisors LLC | 8,640 | $237K | 0.0% | -13.7% | 0.006% | |
1/30/2025 | Vicus Capital | 27,948 | $765K | 0.1% | +2.4% | 0.019% | |
1/29/2025 | Leavell Investment Management Inc. | 19,211 | $526K | 0.0% | -8.1% | 0.013% | |
1/29/2025 | Community Bank & Trust Waco Texas | 10,597 | $290K | 0.1% | -6.2% | 0.007% | |
1/23/2025 | Crews Bank & Trust | 8,850 | $242K | 0.0% | N/A | 0.006% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 22,503 | $616K | 0.0% | +2.4% | 0.015% | |
1/21/2025 | Crescent Grove Advisors LLC | 55,031 | $1.51M | 0.1% | +2.4% | 0.038% | |
1/21/2025 | AlphaMark Advisors LLC | 7,226 | $198K | 0.1% | N/A | 0.005% | |
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1/17/2025 | Janney Montgomery Scott LLC | 458,392 | $12.55M | 0.0% | -2.6% | 0.313% | |
1/17/2025 | Planned Solutions Inc. | 21,487 | $588K | 0.2% | +2.6% | 0.015% | |
1/15/2025 | Arkadios Wealth Advisors | 671,960 | $18.40M | 1.0% | -0.5% | 0.459% | |
1/14/2025 | Stolper Co | 36,237 | $992K | 0.3% | -1.3% | 0.025% | |
1/13/2025 | AdvisorNet Financial Inc | 229,604 | $6.29M | 0.5% | +16.4% | 0.157% | |
1/13/2025 | Sunflower Bank N.A. | 43,844 | $1.20M | 0.3% | -1.7% | 0.030% | |
1/10/2025 | Lowe Wealth Advisors LLC | 2,000 | $55K | 0.0% | -17.0% | 0.001% | |
1/3/2025 | First Citizens Financial Corp | 11,007 | $301K | 0.2% | -23.0% | 0.008% | |
12/26/2024 | JPMorgan Chase & Co. | 909,235 | $27.49M | 0.0% | +6.4% | 0.621% | |
11/18/2024 | TD Private Client Wealth LLC | 280,406 | $8.48M | 0.2% | +1.1% | 0.192% | |