7/18/2025 | Philip James Wealth Mangement LLC | 43,210 | $2.15M | 0.3% | +1.7% | 0.070% | |
7/18/2025 | Vicus Capital | 81,108 | $4.03M | 0.3% | +19.6% | 0.132% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 100,576 | $4.99M | 1.1% | +16.7% | 0.164% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 15,436 | $766K | 0.0% | -15.9% | 0.025% | |
7/18/2025 | Bridge Generations Wealth Management LLC | 60,906 | $3.02M | 1.8% | -3.8% | 0.099% | |
7/18/2025 | Truist Financial Corp | 421,065 | $20.90M | 0.0% | +7.3% | 0.686% | |
7/18/2025 | Pennsylvania Capital Management Inc. ADV | 4,168 | $207K | 0.1% | N/A | 0.007% | |
7/17/2025 | Leverty Financial Group LLC | 89,830 | $4.46M | 1.3% | +1,667.3% | 0.146% | |
7/17/2025 | Summit Financial Strategies Inc. | 79,795 | $3.96M | 0.4% | -19.5% | 0.130% | |
7/17/2025 | Asio Capital LLC | 494,921 | $24.57M | 4.1% | -12.3% | 0.807% | |
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7/17/2025 | Janney Montgomery Scott LLC | 47,849 | $2.38M | 0.0% | +107.6% | 0.078% | |
7/17/2025 | Cyr Financial Inc. | 17,183 | $853K | 0.7% | +255.1% | 0.028% | |
7/17/2025 | Baron Silver Stevens Financial Advisors LLC | 146,102 | $7.25M | 1.2% | -18.7% | 0.238% | |
7/17/2025 | Fifth Third Securities Inc. | 7,330 | $364K | 0.0% | -11.6% | 0.012% | |
7/17/2025 | Olympus Wealth Management LLC | 117,149 | $5.82M | 2.0% | +2.8% | 0.191% | |
7/17/2025 | Genesis Private Wealth LLC | 5,186 | $257K | 0.1% | +14.2% | 0.008% | |
7/17/2025 | Stone Summit Wealth LLC | 6,577 | $326K | 0.1% | -26.7% | 0.011% | |
7/17/2025 | Clear Point Advisors Inc. | 16,072 | $798K | 0.7% | -21.0% | 0.026% | |
7/17/2025 | TBH Global Asset Management LLC | 341,276 | $18.63M | 2.0% | -31.1% | 0.556% | |
7/16/2025 | ORG Partners LLC | 47,971 | $2.38M | 0.5% | N/A | 0.078% | |
7/16/2025 | ST Germain D J Co. Inc. | 500 | $25K | 0.0% | N/A | 0.001% | |
7/16/2025 | Beaumont Financial Advisors LLC | 32,959 | $1.64M | 0.1% | -1.7% | 0.054% | |
7/16/2025 | Perigon Wealth Management LLC | 103,610 | $5.14M | 0.1% | +141.9% | 0.169% | |
7/16/2025 | Magnus Financial Group LLC | 349,109 | $17.33M | 1.5% | -2.3% | 0.569% | |
7/15/2025 | FMA Wealth Management LLC | 68,652 | $3.41M | 2.5% | +5.1% | 0.112% | |
7/15/2025 | McAdam LLC | 39,674 | $1.97M | 0.1% | N/A | 0.065% | |
7/15/2025 | Perennial Advisors LLC | 12,175 | $604K | 0.1% | +2.5% | 0.020% | |
7/15/2025 | Smith & Howard Wealth Management LLC | 406,001 | $20.15M | 5.1% | -0.7% | 0.662% | |
7/15/2025 | Mather Group LLC. | 365,641 | $18.15M | 0.2% | +96.6% | 0.596% | |
7/15/2025 | McCarthy & Cox | 14,330 | $711K | 0.2% | +7.6% | 0.023% | |
7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 25,553 | $1.27M | 1.2% | +16.9% | 0.042% | |
7/15/2025 | Axis Wealth Partners LLC | 6,872 | $341K | 0.2% | +58.6% | 0.011% | |
7/15/2025 | Cranbrook Wealth Management LLC | 2,969 | $147K | 0.0% | N/A | 0.005% | |
7/15/2025 | Retirement Income Solutions Inc | 126,703 | $6.29M | 1.2% | +0.4% | 0.207% | |
7/15/2025 | Family Investment Center Inc. | 11,703 | $581K | 0.1% | -37.3% | 0.019% | |
7/15/2025 | CGN Advisors LLC | 284,980 | $14.15M | 1.3% | +24.8% | 0.465% | |
7/15/2025 | Optima Capital LLC | 8,410 | $417K | 0.2% | +4.4% | 0.014% | |
7/14/2025 | Kooman & Associates | 31,373 | $1.56M | 0.5% | -7.6% | 0.051% | |
7/14/2025 | Opal Wealth Advisors LLC | 57,485 | $2.85M | 0.8% | +265.1% | 0.094% | |
7/14/2025 | Golden State Equity Partners | 19,159 | $951K | 0.2% | +4.8% | 0.031% | |
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7/14/2025 | Brady Martz Wealth Solutions LLC | 51,389 | $2.55M | 0.5% | -7.4% | 0.084% | |
7/14/2025 | Conrad Siegel Investment Advisors Inc. | 4,757 | $236K | 0.1% | N/A | 0.008% | |
7/14/2025 | Friday Financial | 11,541 | $573K | 0.3% | +3.3% | 0.019% | |
7/14/2025 | ABLE Financial Group LLC | 301,193 | $14.95M | 3.6% | N/A | 0.491% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 8,707 | $432K | 0.0% | +2.4% | 0.014% | |
7/14/2025 | Abound Wealth Management | 1,577 | $78K | 0.0% | N/A | 0.003% | |
7/14/2025 | Park Avenue Securities LLC | 32,421 | $1.61M | 0.0% | +5.3% | 0.053% | |
7/11/2025 | Skyline Advisors Inc. | 95,340 | $4.73M | 1.7% | -28.1% | 0.155% | |
7/11/2025 | Farther Finance Advisors LLC | 15,083 | $749K | 0.0% | +7.5% | 0.025% | |
7/10/2025 | Global Financial Private Client LLC | 8,506 | $422K | 0.2% | -7.1% | 0.014% | |
7/10/2025 | Baker Tilly Wealth Management LLC | 98,229 | $4.88M | 1.7% | -4.1% | 0.160% | |
7/10/2025 | Marshall Financial Group LLC | 20,711 | $1.03M | 0.2% | +53.7% | 0.034% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,899,154 | $94.04M | 0.2% | +42.9% | 3.096% | |
7/9/2025 | Lineweaver Wealth Advisors LLC | 39,967 | $1.98M | 0.3% | +9.1% | 0.065% | |
7/9/2025 | Chesley Taft & Associates LLC | 142,500 | $7.07M | 0.3% | +87.4% | 0.232% | |
7/9/2025 | StrongBox Wealth LLC | 16,647 | $826K | 0.3% | +7.8% | 0.027% | |
7/9/2025 | Breakwater Capital Group | 38,051 | $1.89M | 0.3% | -7.9% | 0.062% | |
7/9/2025 | Presidio Capital Management LLC | 34,634 | $1.72M | 0.7% | +52.7% | 0.056% | |
7/9/2025 | WealthCare Investment Partners LLC | 58,200 | $2.88M | 1.0% | +1.4% | 0.095% | |
7/8/2025 | Choice Wealth Advisors LLC | 12,100 | $601K | 0.3% | N/A | 0.020% | |
7/8/2025 | 21 West Wealth Management LLC | 125,591 | $6.23M | 6.3% | N/A | 0.210% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 202,077 | $10.03M | 1.9% | -0.4% | 0.338% | |
7/7/2025 | Peterson Wealth Advisors LLC | 5,863 | $291K | 0.0% | -27.1% | 0.010% | |
7/7/2025 | Centurion Wealth Management LLC | 5,052 | $251K | 0.1% | N/A | 0.008% | |
7/7/2025 | TruWealth Advisors LLC | 116,887 | $5.80M | 0.3% | -11.6% | 0.195% | |
7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 38,824 | $1.93M | 1.1% | +49.4% | 0.065% | |
7/3/2025 | Collective Family Office LLC | 572,480 | $28.42M | 7.3% | -0.1% | 0.957% | |
7/2/2025 | Boston Standard Wealth Management LLC | 9,507 | $472K | 0.1% | N/A | 0.016% | |
7/2/2025 | Helen Stephens Group LLC | 311,415 | $15.46M | 3.8% | +21.9% | 0.521% | |
7/2/2025 | Crumly & Associates Inc. | 31,541 | $1.57M | 0.4% | -12.9% | 0.053% | |
7/2/2025 | First Financial Bank Trust Division | 8,275 | $411K | 0.0% | N/A | 0.014% | |
5/28/2025 | Intrua Financial LLC | 67,794 | $3.39M | 0.5% | +6.1% | 0.118% | |
5/27/2025 | Jacobi Capital Management LLC | 32,274 | $1.61M | 0.1% | +81.3% | 0.056% | |
5/21/2025 | Geneos Wealth Management Inc. | 3,598 | $180K | 0.0% | -21.7% | 0.007% | |
5/20/2025 | Focus Partners Wealth | 123,095 | $6.16M | 0.0% | -2.7% | 0.224% | |
5/19/2025 | Jane Street Group LLC | 259,146 | $12.96M | 0.0% | +49.2% | 0.471% | |
5/19/2025 | SageView Advisory Group LLC | 6,384 | $319K | 0.0% | N/A | 0.012% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 215,927 | $10.80M | 0.3% | +5.7% | 0.392% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 68,082 | $3.38M | 1.5% | +2.0% | 0.124% | |
5/16/2025 | NewEdge Advisors LLC | 39,356 | $1.97M | 0.0% | -17.2% | 0.071% | |
5/16/2025 | Integrated Wealth Concepts LLC | 348,460 | $17.42M | 0.2% | +16.2% | 0.633% | |
5/16/2025 | Clark Capital Management Group Inc. | 42,057 | $2.10M | 0.0% | N/A | 0.076% | |
5/16/2025 | AQR Capital Management LLC | 10,756 | $538K | 0.0% | +37.4% | 0.020% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 70,444 | $3.52M | 0.1% | +4.2% | 0.128% | |
5/15/2025 | Royal Bank of Canada | 100,198 | $5.01M | 0.0% | +12.1% | 0.182% | |
5/15/2025 | Calton & Associates Inc. | 10,250 | $512K | 0.1% | N/A | 0.019% | |
5/15/2025 | Baird Financial Group Inc. | 10,155 | $508K | 0.0% | -36.2% | 0.018% | |
5/15/2025 | TD Capital Management LLC | 31,100 | $1.56M | 0.2% | -19.1% | 0.056% | |
5/14/2025 | Quadcap Wealth Management LLC | 47,057 | $2.35M | 0.3% | +30.9% | 0.085% | |
5/14/2025 | Per Stirling Capital Management LLC. | 66,606 | $3.33M | 0.5% | +38.9% | 0.121% | |
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5/14/2025 | Jane Street Group LLC | 302,846 | $15.14M | 0.0% | +74.3% | 0.550% | |
5/14/2025 | Comerica Bank | 7,041 | $352K | 0.0% | -19.0% | 0.013% | |
5/14/2025 | Apexium Financial LP | 126,776 | $6.34M | 0.4% | +6.1% | 0.230% | |
5/14/2025 | Freedom Investment Management Inc. | 64,283 | $3.21M | 0.3% | -2.0% | 0.117% | |
5/14/2025 | Cedar Point Capital Partners LLC | 65,181 | $3.26M | 2.2% | +2.3% | 0.118% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,199,520 | $109.98M | 0.1% | +9.5% | 3.995% | |
5/14/2025 | Lionshead Wealth Management LLC | 7,348 | $367K | 0.4% | -45.5% | 0.013% | |
5/14/2025 | Leslie Global Wealth LLC | 10,340 | $524K | 0.3% | -92.5% | 0.019% | |
5/14/2025 | Kestra Advisory Services LLC | 78,973 | $3.95M | 0.0% | +9.4% | 0.143% | |
5/14/2025 | Barnes Wealth Management Group Inc | 11,131 | $557K | 0.4% | N/A | 0.020% | |