7/24/2025 | Strong Tower Advisory Services | 10,749 | $729K | 0.1% | -1.9% | 0.050% | |
7/24/2025 | Ulland Investment Advisors LLC | 18,505 | $1.25M | 1.0% | -8.2% | 0.086% | |
7/24/2025 | Blair William & Co. IL | 212,306 | $14.39M | 0.0% | -2.5% | 0.990% | |
7/24/2025 | TFR Capital LLC. | 13,959 | $946K | 0.3% | -13.6% | 0.065% | |
7/24/2025 | US Bancorp DE | 326,022 | $22.10M | 0.0% | -4.2% | 1.520% | |
7/23/2025 | Canopy Partners LLC | 3,523 | $239K | 0.1% | -77.0% | 0.016% | |
7/22/2025 | Simplicity Wealth LLC | 171,088 | $11.60M | 0.5% | +21.9% | 0.798% | |
7/22/2025 | OLD National Bancorp IN | 8,977 | $608K | 0.0% | N/A | 0.042% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 180,047 | $12.20M | 0.3% | +181.8% | 0.839% | |
7/22/2025 | Berger Financial Group Inc | 138,848 | $9.41M | 0.6% | +4.8% | 0.647% | |
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7/21/2025 | NTV Asset Management LLC | 2,975 | $202K | 0.0% | N/A | 0.014% | |
7/21/2025 | Greenwood Capital Associates LLC | 2,977 | $202K | 0.0% | N/A | 0.014% | |
7/21/2025 | Red Mountain Financial LLC | 4,449 | $279K | 0.4% | +5.3% | 0.021% | |
7/18/2025 | Pure Financial Advisors LLC | 14,772 | $1.00M | 0.0% | +30.4% | 0.069% | |
7/18/2025 | SigFig Wealth Management LLC | 95,048 | $6.42M | 0.2% | +36.8% | 0.443% | |
7/18/2025 | Truist Financial Corp | 185,494 | $12.57M | 0.0% | -42.2% | 0.865% | |
7/17/2025 | Janney Montgomery Scott LLC | 53,054 | $3.60M | 0.0% | -4.0% | 0.247% | |
7/17/2025 | GC Wealth Management RIA LLC | 17,114 | $1.16M | 0.1% | -3.9% | 0.080% | |
7/16/2025 | ORG Partners LLC | 754 | $52K | 0.0% | -19.8% | 0.004% | |
7/16/2025 | Kendall Capital Management | 310,495 | $21.05M | 5.6% | +2.5% | 1.448% | |
7/16/2025 | Congress Asset Management Co. | 57,687 | $3.91M | 0.0% | -67.4% | 0.269% | |
7/16/2025 | Perigon Wealth Management LLC | 7,028 | $476K | 0.0% | +56.8% | 0.033% | |
7/15/2025 | James J. Burns & Company LLC | 77,867 | $5.28M | 0.9% | +12.2% | 0.363% | |
7/15/2025 | Fifth Third Bancorp | 520,073 | $35.25M | 0.1% | -5.2% | 2.425% | |
7/14/2025 | Park Avenue Securities LLC | 3,391 | $230K | 0.0% | N/A | 0.016% | |
7/11/2025 | CX Institutional | 62,130 | $4.21M | 0.1% | +26.3% | 0.290% | |
7/11/2025 | CMH Wealth Management LLC | 127,187 | $8.62M | 2.0% | -50.8% | 0.592% | |
7/10/2025 | Charter Oak Capital Management LLC | 15,278 | $1.04M | 0.1% | -5.4% | 0.071% | |
7/10/2025 | HF Advisory Group LLC | 18,803 | $1.27M | 0.5% | -1.8% | 0.087% | |
7/9/2025 | Harbor Capital Advisors Inc. | 144,956 | $9.83M | 0.4% | -28.6% | 0.674% | |
7/9/2025 | Boyum Wealth Architects LLC | 13,192 | $894K | 0.7% | +298.2% | 0.061% | |
7/8/2025 | Little House Capital LLC | 6,108 | $414K | 0.1% | -19.0% | 0.028% | |
7/8/2025 | Parallel Advisors LLC | 1,701 | $115K | 0.0% | -15.0% | 0.008% | |
7/7/2025 | O Connor Financial Group LLC | 4,957 | $345K | 0.2% | +26.2% | 0.023% | |
6/27/2025 | Goldman Sachs Group Inc. | 12,042 | $753K | 0.0% | -33.7% | 0.056% | |
5/20/2025 | Focus Partners Wealth | 404,581 | $25.30M | 0.1% | +81.5% | 1.827% | |
5/20/2025 | Integrity Alliance LLC. | 4,556 | $285K | 0.0% | N/A | 0.021% | |
5/19/2025 | Jane Street Group LLC | 77,005 | $4.82M | 0.0% | +1,288.2% | 0.348% | |
5/19/2025 | SageView Advisory Group LLC | 5,538 | $346K | 0.0% | N/A | 0.025% | |
5/19/2025 | Legacy Advisory Services LLC | 7,411 | $463K | 0.4% | N/A | 0.033% | |
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5/16/2025 | Goldman Sachs Group Inc. | 12,042 | $753K | 0.0% | -33.7% | 0.054% | |
5/16/2025 | Jones Financial Companies Lllp | 33,978 | $2.13M | 0.0% | +13,330.0% | 0.153% | |
5/16/2025 | Curi RMB Capital LLC | 26,699 | $1.67M | 0.0% | N/A | 0.121% | |
5/16/2025 | AlTi Global Inc. | 5,843 | $365K | 0.0% | N/A | 0.026% | |
5/15/2025 | Flputnam Investment Management Co. | 12,329 | $771K | 0.0% | +20.6% | 0.056% | |
5/15/2025 | Royal Bank of Canada | 58,273 | $3.64M | 0.0% | +12.0% | 0.263% | |
5/15/2025 | Baird Financial Group Inc. | 45,054 | $2.82M | 0.0% | +18.3% | 0.203% | |
5/14/2025 | Comerica Bank | 1,703 | $107K | 0.0% | +12.1% | 0.008% | |
5/14/2025 | Smartleaf Asset Management LLC | 38,404 | $2.41M | 0.2% | -4.3% | 0.173% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,447 | $841K | 0.0% | +33.0% | 0.061% | |
5/14/2025 | Kestra Advisory Services LLC | 14,407 | $901K | 0.0% | -19.2% | 0.065% | |
5/14/2025 | Compound Planning Inc. | 5,460 | $341K | 0.0% | +15.8% | 0.025% | |
5/14/2025 | CW Advisors LLC | 17,641 | $1.10M | 0.0% | -27.7% | 0.080% | |
5/14/2025 | Flow Traders U.S. LLC | 23,663 | $1.48M | 0.1% | N/A | 0.107% | |
5/14/2025 | Capital Analysts LLC | 3,966 | $248K | 0.0% | -35.2% | 0.018% | |
5/14/2025 | Andina Capital Management LLC | 32,205 | $2.01M | 1.4% | +27.4% | 0.145% | |
5/14/2025 | Fuller & Thaler Asset Management Inc. | 4,727 | $296K | 0.0% | N/A | 0.021% | |
5/13/2025 | Raymond James Financial Inc. | 183,982 | $11.51M | 0.0% | +11.0% | 0.831% | |
5/13/2025 | Cresset Asset Management LLC | 693,636 | $43.38M | 0.2% | +9.1% | 3.132% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 216,691 | $13.55M | 0.1% | +3.8% | 0.978% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 354,819 | $22.19M | 0.6% | N/A | 1.602% | |
5/13/2025 | HighTower Advisors LLC | 124,245 | $7.77M | 0.0% | -27.3% | 0.561% | |
5/12/2025 | Berger Financial Group Inc | 132,441 | $8.28M | 0.6% | -19.2% | 0.598% | |
5/12/2025 | Sierra Summit Advisors LLC | 8,338 | $521K | 0.1% | -29.9% | 0.038% | |
5/12/2025 | AlphaCore Capital LLC | 1,174 | $73K | 0.0% | N/A | 0.005% | |
5/9/2025 | Wealthspire Advisors LLC | 481,972 | $30.14M | 0.2% | +2.7% | 2.176% | |
5/9/2025 | Atria Wealth Solutions Inc. | 6,587 | $412K | 0.0% | -12.5% | 0.030% | |
5/9/2025 | Cary Street Partners Financial LLC | 12,035 | $753K | 0.0% | -11.3% | 0.054% | |
5/9/2025 | Advyzon Investment Management LLC | 7,210 | $451K | 0.2% | -45.0% | 0.033% | |
5/9/2025 | Sfmg LLC | 3,553 | $222K | 0.0% | +7.5% | 0.016% | |
5/9/2025 | Blair William & Co. IL | 217,804 | $13.62M | 0.0% | -2.2% | 0.983% | |
5/8/2025 | US Bancorp DE | 340,315 | $21.28M | 0.1% | -3.6% | 1.644% | |
5/7/2025 | Canopy Partners LLC | 15,308 | $957K | 0.4% | -15.5% | 0.074% | |
5/7/2025 | Financial Management Network Inc. | 5,479 | $343K | 0.1% | +11.4% | 0.026% | |
5/7/2025 | Vantage Financial Partners LLC | 3,887 | $243K | 0.1% | N/A | 0.019% | |
5/7/2025 | LPL Financial LLC | 131,999 | $8.26M | 0.0% | -5.4% | 0.638% | |
5/6/2025 | USAdvisors Wealth Management LLC | 11,407 | $713K | 0.2% | -17.8% | 0.055% | |
5/6/2025 | Cetera Investment Advisers | 20,120 | $1.26M | 0.0% | +17.3% | 0.097% | |
5/6/2025 | Avantax Advisory Services Inc. | 27,498 | $1.72M | 0.0% | -3.1% | 0.133% | |
5/6/2025 | City National Bank of Florida MSD | 141,874 | $8.87M | 8.0% | +16.3% | 0.685% | |
5/2/2025 | Altman Advisors Inc. | 21,160 | $1.32M | 0.6% | -6.2% | 0.102% | |
5/2/2025 | Whittier Trust Co. | 10,056 | $629K | 0.0% | +24.8% | 0.049% | |
5/2/2025 | Catalyst Financial Partners LLC | 64,276 | $4.02M | 0.7% | +28.1% | 0.311% | |
5/1/2025 | TFR Capital LLC. | 16,161 | $1.01M | 0.4% | +11.5% | 0.078% | |
5/1/2025 | Diversify Wealth Management LLC | 3,424 | $211K | 0.0% | -25.1% | 0.017% | |
4/30/2025 | Cerity Partners LLC | 7,769 | $486K | 0.0% | -2.7% | 0.038% | |
4/30/2025 | Van Cleef Asset Management Inc | 3,885 | $243K | 0.0% | -7.7% | 0.019% | |
4/30/2025 | Trek Financial LLC | 28,963 | $1.81M | 0.1% | -51.4% | 0.140% | |
4/29/2025 | TD Private Client Wealth LLC | 2,852 | $178K | 0.0% | +6.2% | 0.014% | |
4/29/2025 | Envestnet Asset Management Inc. | 251,793 | $15.75M | 0.0% | -67.1% | 1.216% | |
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4/29/2025 | Bank of New York Mellon Corp | 3,796 | $237K | 0.0% | +11.9% | 0.018% | |
4/29/2025 | World Investment Advisors | 343,986 | $21.51M | 0.6% | -0.3% | 1.662% | |
4/29/2025 | OneDigital Investment Advisors LLC | 78,395 | $4.90M | 0.1% | -4.0% | 0.379% | |
4/28/2025 | D.A. Davidson & CO. | 4,155 | $260K | 0.0% | -7.6% | 0.020% | |
4/28/2025 | Red Mountain Financial LLC | 4,226 | $264K | 0.3% | -9.5% | 0.020% | |
4/28/2025 | Rossby Financial LCC | 83,607 | $5.10M | 2.1% | +70.3% | 0.404% | |
4/25/2025 | Benchmark Financial Wealth Advisors LLC | 59,735 | $3.74M | 1.4% | -16.1% | 0.289% | |
4/25/2025 | Kendall Capital Management | 303,038 | $18.95M | 5.6% | +3.5% | 1.464% | |
4/25/2025 | Little House Capital LLC | 7,545 | $472K | 0.1% | +9.1% | 0.036% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 993 | $62K | 0.0% | N/A | 0.005% | |