7/9/2025 | MassMutual Private Wealth & Trust FSB | 66,130 | $4.87M | 0.1% | +9.1% | 0.004% | |
7/9/2025 | WealthCare Investment Partners LLC | 18,627 | $1.36M | 0.5% | +2.7% | 0.001% | |
7/8/2025 | Little House Capital LLC | 2,784 | $205K | 0.1% | -47.9% | 0.000% | |
7/8/2025 | Everpar Advisors LLC | 3,333 | $245K | 0.1% | N/A | 0.000% | |
7/8/2025 | Beacon Wealthcare LLC | 8,954 | $659K | 0.2% | -13.5% | 0.001% | |
7/8/2025 | Webster Bank N. A. | 21,010 | $1.55M | 0.2% | -2.1% | 0.001% | |
7/8/2025 | Apella Capital LLC | 1,534,506 | $111.77M | 3.0% | +2.3% | 0.086% | |
7/8/2025 | Legacy Private Trust Co. | 44,026 | $3.24M | 0.2% | -3.4% | 0.002% | |
7/8/2025 | Charis Legacy Partners LLC | 45,513 | $3.35M | 5.5% | +3.7% | 0.003% | |
7/8/2025 | Twele Capital Management Inc. | 649,370 | $47.81M | 9.5% | +6.2% | 0.036% | |
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7/8/2025 | Parallel Advisors LLC | 54,668 | $4.03M | 0.1% | +6.1% | 0.003% | |
7/7/2025 | Horizons Wealth Management | 77,590 | $5.71M | 4.1% | +1.1% | 0.004% | |
7/7/2025 | Veery Capital LLC | 252,860 | $18.62M | 6.4% | +4.5% | 0.014% | |
7/7/2025 | Accelerate Investment Advisors LLC | 23,802 | $1.75M | 1.3% | +1.4% | 0.001% | |
7/7/2025 | Capital Asset Advisory Services LLC | 299,078 | $21.93M | 1.0% | -1.7% | 0.017% | |
7/7/2025 | Wesbanco Bank Inc. | 316,222 | $23.28M | 0.7% | +40.1% | 0.018% | |
7/7/2025 | Kings Path Partners LLC | 18,144 | $1.34M | 0.5% | -61.6% | 0.001% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 6,115 | $450K | 0.1% | -5.9% | 0.000% | |
7/7/2025 | Good Steward Wealth Advisors LLC | 51,609 | $3.80M | 3.0% | +6.1% | 0.003% | |
7/7/2025 | Global Wealth Strategies & Associates | 374,627 | $27.58M | 7.9% | -2.2% | 0.021% | |
7/7/2025 | First Citizens Financial Corp | 20,728 | $1.53M | 0.8% | +2.1% | 0.001% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,616 | $266K | 0.0% | +6.2% | 0.000% | |
7/7/2025 | Salem Investment Counselors Inc. | 2,245 | $165K | 0.0% | +59.8% | 0.000% | |
7/7/2025 | Aletheian Wealth Advisors LLC | 299,776 | $22.07M | 10.9% | +3.2% | 0.017% | |
7/7/2025 | Discipline Wealth Solutions LLC | 7,888 | $581K | 0.2% | +102.4% | 0.000% | |
7/7/2025 | Centurion Wealth Management LLC | 16,337 | $1.20M | 0.3% | -11.4% | 0.001% | |
7/7/2025 | Taylor & Morgan Wealth Management LLC | 9,145 | $673K | 0.5% | -2.9% | 0.001% | |
7/3/2025 | Garde Capital Inc. | 1,502,328 | $110.62M | 5.8% | -4.1% | 0.086% | |
7/3/2025 | McLean Asset Management Corp | 10,559 | $774K | 0.2% | +5.7% | 0.001% | |
7/3/2025 | Stairway Partners LLC | 2,102,885 | $154.84M | 8.8% | +2.9% | 0.120% | |
7/2/2025 | Boston Standard Wealth Management LLC | 854,729 | $62.93M | 11.3% | +17.8% | 0.049% | |
7/2/2025 | HBW Advisory Services LLC | 18,421 | $1.36M | 0.2% | -15.0% | 0.001% | |
7/2/2025 | Marotta Asset Management | 26,310 | $1.94M | 0.4% | +10.5% | 0.002% | |
7/1/2025 | Private Client Services LLC | 46,173 | $3.40M | 1.3% | +75.3% | 0.003% | |
7/1/2025 | BancFirst Trust & Investment Management | 158,620 | $11.63M | 5.4% | -14.5% | 0.009% | |
6/20/2025 | Real Talk Capital LLC | 90,187 | $6.63M | 8.9% | -0.8% | 0.005% | |
6/6/2025 | eCIO Inc. | 11,915 | $875K | 0.3% | N/A | 0.001% | |
6/6/2025 | Blue Oak Capital LLC | 23,857 | $1.75M | 1.0% | +80.1% | 0.001% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 6,734,159 | $494.62M | 24.2% | +7.4% | 0.386% | |
6/3/2025 | Invst LLC | 7,894 | $580K | 0.1% | +169.2% | 0.000% | |
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6/2/2025 | Modern Wealth Management LLC | 76,166 | $5.59M | 0.2% | -6.2% | 0.004% | |
5/29/2025 | Parkshore Wealth Management Inc. | 4,234 | $311K | 0.2% | -43.5% | 0.000% | |
5/29/2025 | Plum Street Advisors LLC | 25,235 | $1.85M | 0.9% | -10.5% | 0.001% | |
5/29/2025 | Apeiron RIA LLC | 19,972 | $1.47M | 0.4% | +6.9% | 0.001% | |
5/28/2025 | Jones Financial Companies Lllp | 3,346,454 | $245.38M | 0.2% | +4.9% | 0.192% | |
5/28/2025 | Addison Capital Co | 153,776 | $11.30M | 4.4% | +20.5% | 0.009% | |
5/27/2025 | Jacobi Capital Management LLC | 109,673 | $8.06M | 0.6% | -3.4% | 0.006% | |
5/21/2025 | Indiana Trust & Investment Management Co | 3,003 | $221K | 0.1% | +29,930.0% | 0.000% | |
5/21/2025 | Main Line Retirement Advisors LLC | 119,538 | $8.78M | 5.7% | +1.8% | 0.007% | |
5/21/2025 | McAdam LLC | 9,982 | $733K | 0.0% | +5.4% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 286,607 | $21.05M | 0.7% | +61.2% | 0.016% | |
5/20/2025 | Belpointe Asset Management LLC | 8,246 | $606K | 0.0% | -18.1% | 0.000% | |
5/20/2025 | Tenret Co LLC | 38,096 | $2.80M | 1.7% | +13.9% | 0.002% | |
5/20/2025 | Fortis Capital Advisors LLC | 4,352 | $320K | 0.1% | +42.0% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 984,273 | $72.30M | 0.2% | +1.9% | 0.056% | |
5/20/2025 | Integrity Alliance LLC. | 16,397 | $1.20M | 0.0% | N/A | 0.001% | |
5/20/2025 | Glenview Trust co | 130,587 | $9.59M | 0.2% | +8.6% | 0.007% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 10,350 | $760K | 0.6% | +8.5% | 0.001% | |
5/19/2025 | SageView Advisory Group LLC | 147,677 | $10.85M | 0.5% | +12.8% | 0.008% | |
5/19/2025 | SCS Capital Management LLC | 587,542 | $43.16M | 0.5% | N/A | 0.034% | |
5/16/2025 | Prostatis Group LLC | 17,359 | $1.28M | 0.4% | -18.8% | 0.001% | |
5/16/2025 | American Trust | 18,422 | $1.35M | 0.3% | -47.3% | 0.001% | |
5/16/2025 | Faithward Advisors LLC | 68,789 | $5.05M | 0.9% | +5.7% | 0.004% | |
5/16/2025 | Ascent Group LLC | 94,549 | $6.95M | 0.3% | +670.9% | 0.005% | |
5/16/2025 | Coppell Advisory Solutions LLC | 192,081 | $14.13M | 1.1% | +259.1% | 0.011% | |
5/16/2025 | United Services Automobile Association | 258,912 | $19M | 0.6% | +100.0% | 0.015% | |
5/16/2025 | Arete Wealth Advisors LLC | 12,434 | $913K | 0.1% | +7.6% | 0.001% | |
5/16/2025 | Bell Investment Advisors Inc | 21,308 | $1.57M | 0.3% | -0.8% | 0.001% | |
5/16/2025 | Everstar Asset Management LLC | 33,031 | $2.43M | 0.5% | N/A | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 16,486 | $1.21M | 0.0% | -14.5% | 0.001% | |
5/16/2025 | Goldman Sachs Group Inc. | 13,121,865 | $963.80M | 0.2% | -11.2% | 0.750% | |
5/16/2025 | Cape Investment Advisory Inc. | 8,606 | $632K | 0.3% | +3.3% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 2,720,671 | $199.42M | 0.2% | -14.7% | 0.156% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 2,778 | $204K | 0.1% | +18.8% | 0.000% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 2,841 | $209K | 0.1% | N/A | 0.000% | |
5/16/2025 | Financial Strategies Group Inc. | 39,003 | $2.83M | 0.7% | +9.7% | 0.002% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 13,318 | $978K | 0.7% | N/A | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 18,341 | $1.35M | 0.2% | +154.4% | 0.001% | |
5/16/2025 | Pinnacle Family Advisors LLC | 15,101 | $1.11M | 0.6% | N/A | 0.001% | |
5/16/2025 | National Wealth Management Group LLC | 13,670 | $1.00M | 0.7% | -1.1% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 1,001,404 | $73.55M | 0.4% | +3.9% | 0.058% | |
5/16/2025 | Integrated Wealth Concepts LLC | 957,234 | $70.31M | 0.8% | +12.7% | 0.055% | |
5/16/2025 | Gotham Asset Management LLC | 354,209 | $26.02M | 0.2% | +8.6% | 0.020% | |
5/16/2025 | Hancock Whitney Corp | 63,051 | $4.63M | 0.2% | -1.4% | 0.004% | |
5/16/2025 | Clark Capital Management Group Inc. | 6,967 | $512K | 0.0% | N/A | 0.000% | |
5/16/2025 | Copperleaf Capital LLC | 10,071 | $740K | 0.4% | +76.9% | 0.001% | |
5/16/2025 | Alliancebernstein L.P. | 831,261 | $61.06M | 0.0% | -1.4% | 0.048% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 5,647 | $415K | 0.0% | -18.5% | 0.000% | |
5/16/2025 | Banque Transatlantique SA | 2,672 | $181K | 0.0% | N/A | 0.000% | |
5/16/2025 | Amundi | 34,400 | $2.54M | 0.0% | +218.5% | 0.002% | |
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5/15/2025 | EP Wealth Advisors LLC | 79,249 | $5.82M | 0.0% | -1.5% | 0.005% | |
5/15/2025 | Ashton Thomas Securities LLC | 14,285 | $1.05M | 0.3% | -1.3% | 0.001% | |
5/15/2025 | First Manhattan CO. LLC. | 3,373 | $248K | 0.0% | -31.5% | 0.000% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 156,258 | $11.48M | 0.2% | +73.3% | 0.009% | |
5/15/2025 | First Financial Bankshares Inc | 2,458,158 | $180.55M | 3.9% | +2.6% | 0.141% | |
5/15/2025 | Royal Bank of Canada | 4,566,887 | $335.44M | 0.1% | +3.1% | 0.262% | |
5/15/2025 | Betterment LLC | 1,708,067 | $125.46M | 0.3% | +1.7% | 0.098% | |
5/15/2025 | MAI Capital Management | 29,520 | $2.17M | 0.0% | -15.6% | 0.002% | |
5/15/2025 | Calton & Associates Inc. | 9,512 | $699K | 0.2% | +177.9% | 0.001% | |
5/15/2025 | Centric Wealth Management | 5,896 | $433K | 0.1% | N/A | 0.000% | |