5/1/2025 | Fifth Third Securities Inc. | 50,260 | $5.94M | 0.5% | +18.8% | 0.036% | |
5/1/2025 | Austin Wealth Management LLC | 102,590 | $12.13M | 2.4% | +3.2% | 0.073% | |
5/1/2025 | Country Club Bank | 7,621 | $899K | 0.1% | +4.9% | 0.005% | |
4/30/2025 | Cerity Partners LLC | 2,329,857 | $275.24M | 0.6% | +5.5% | 1.650% | |
4/30/2025 | Israel Discount Bank of New York | 3,861 | $456K | 0.4% | -29.9% | 0.003% | |
4/30/2025 | TRU Independence Asset Management 2 LLC | 46,038 | $5.44M | 4.1% | +127.1% | 0.033% | |
4/30/2025 | Allworth Financial LP | 13,321 | $1.58M | 0.0% | -9.8% | 0.009% | |
4/30/2025 | CFO4Life Group LLC | 75,699 | $8.94M | 1.5% | -53.1% | 0.054% | |
4/30/2025 | Leavell Investment Management Inc. | 181,021 | $21.39M | 1.1% | +4.1% | 0.128% | |
4/30/2025 | Quotient Wealth Partners LLC | 2,105 | $249K | 0.0% | N/A | 0.001% | |
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4/30/2025 | Nisa Investment Advisors LLC | 87,500 | $10.34M | 0.1% | N/A | 0.062% | |
4/30/2025 | Wealth Advisory Solutions LLC | 12,266 | $1.45M | 0.4% | N/A | 0.009% | |
4/30/2025 | Axxcess Wealth Management LLC | 54,571 | $6.45M | 0.2% | +33.2% | 0.039% | |
4/30/2025 | Rehmann Capital Advisory Group | 103,750 | $12.26M | 0.8% | +14.5% | 0.073% | |
4/30/2025 | Cornerstone Planning Group LLC | 1,248 | $147K | 0.0% | +1,213.7% | 0.001% | |
4/30/2025 | Opus Capital Group LLC | 39,175 | $4.63M | 0.6% | -17.2% | 0.028% | |
4/30/2025 | M&T Bank Corp | 112,678 | $13.31M | 0.0% | +8.3% | 0.080% | |
4/30/2025 | Stratos Wealth Partners LTD. | 126,654 | $14.96M | 0.2% | +1,396.7% | 0.090% | |
4/30/2025 | Stratos Wealth Advisors LLC | 55,214 | $6.52M | 0.4% | -1.5% | 0.039% | |
4/30/2025 | Values First Advisors Inc. | 42,695 | $5.04M | 2.9% | +0.7% | 0.030% | |
4/30/2025 | Bank Hapoalim BM | 13,136 | $1.55M | 0.2% | +7.5% | 0.009% | |
4/29/2025 | Financial Counselors Inc. | 3,892 | $460K | 0.0% | N/A | 0.003% | |
4/29/2025 | TD Private Client Wealth LLC | 364,598 | $43.07M | 1.2% | -2.4% | 0.258% | |
4/29/2025 | Envestnet Asset Management Inc. | 3,747,747 | $442.74M | 0.1% | +1.7% | 2.654% | |
4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 61,200 | $7.23M | 0.5% | +48.5% | 0.043% | |
4/29/2025 | Riggs Asset Managment Co. Inc. | 17,821 | $2.11M | 0.6% | -5.0% | 0.013% | |
4/29/2025 | One Day In July LLC | 25,391 | $3M | 0.3% | -27.7% | 0.018% | |
4/29/2025 | Proffitt & Goodson Inc. | 64,538 | $7.62M | 1.3% | +4.1% | 0.046% | |
4/29/2025 | Concurrent Investment Advisors LLC | 11,177 | $1.32M | 0.0% | +7.6% | 0.008% | |
4/29/2025 | DT Investment Partners LLC | 1,863 | $220K | 0.0% | +53.6% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 318,560 | $37.63M | 0.0% | +54.1% | 0.226% | |
4/29/2025 | World Investment Advisors | 28,709 | $3.39M | 0.1% | +131.4% | 0.020% | |
4/29/2025 | Wayfinding Financial LLC | 857 | $101K | 0.0% | N/A | 0.001% | |
4/29/2025 | Truist Financial Corp | 2,219,734 | $262.23M | 0.4% | -1.5% | 1.572% | |
4/29/2025 | Capital Investment Advisory Services LLC | 23,504 | $2.78M | 0.2% | +7.3% | 0.017% | |
4/29/2025 | Strategic Blueprint LLC | 51,278 | $6.06M | 0.3% | N/A | 0.036% | |
4/29/2025 | Brookstone Capital Management | 12,673 | $1.50M | 0.0% | +15.3% | 0.009% | |
4/29/2025 | OneDigital Investment Advisors LLC | 286,924 | $33.90M | 0.4% | +1.9% | 0.203% | |
4/29/2025 | 4J Wealth Management LLC | 34,414 | $4.07M | 3.2% | +7.6% | 0.024% | |
4/29/2025 | Royal Harbor Partners LLC | 32,343 | $3.82M | 1.5% | N/A | 0.023% | |
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4/29/2025 | Silver Oak Securities Incorporated | 7,088 | $836K | 0.1% | -21.0% | 0.005% | |
4/29/2025 | Conning Inc. | 19,236 | $2.27M | 0.1% | N/A | 0.014% | |
4/29/2025 | Checchi Capital Advisers LLC | 174,832 | $20.65M | 1.1% | +136.8% | 0.124% | |
4/28/2025 | D.A. Davidson & CO. | 48,373 | $5.72M | 0.0% | +8.0% | 0.034% | |
4/28/2025 | MBM Wealth Consultants LLC | 68,958 | $8.15M | 2.4% | +6.7% | 0.049% | |
4/28/2025 | Mutual Advisors LLC | 5,151 | $610K | 0.0% | N/A | 0.004% | |
4/28/2025 | First Horizon Advisors Inc. | 682 | $81K | 0.0% | -39.6% | 0.000% | |
4/28/2025 | Heritage Oak Wealth Advisors LLC | 23,157 | $2.74M | 1.2% | N/A | 0.016% | |
4/28/2025 | Cannon Advisors Inc. | 10,495 | $1.24M | 1.1% | +3.4% | 0.007% | |
4/28/2025 | Novem Group | 1,738 | $205K | 0.0% | N/A | 0.001% | |
4/28/2025 | Private Trust Co. NA | 3,951 | $467K | 0.0% | +50.0% | 0.003% | |
4/28/2025 | Pinnacle Financial Partners Inc | 120,720 | $14.26M | 0.3% | +69.6% | 0.086% | |
4/28/2025 | Swmg LLC | 7,429 | $880K | 0.3% | +278.6% | 0.005% | |
4/28/2025 | Keybank National Association OH | 381,733 | $45.10M | 0.2% | -4.3% | 0.272% | |
4/28/2025 | DAVENPORT & Co LLC | 63,042 | $7.45M | 0.0% | +0.9% | 0.045% | |
4/28/2025 | RKL Wealth Management LLC | 45,939 | $5.43M | 0.5% | -28.4% | 0.033% | |
4/28/2025 | Vontobel Holding Ltd. | 9,608 | $1.14M | 0.0% | -3.6% | 0.007% | |
4/25/2025 | Mather Group LLC. | 2,648 | $313K | 0.0% | -39.0% | 0.002% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 307 | $36K | 0.0% | N/A | 0.000% | |
4/25/2025 | Morton Brown Family Wealth LLC | 994 | $117K | 0.0% | -45.3% | 0.001% | |
4/25/2025 | MorganRosel Wealth Management LLC | 7,358 | $869K | 0.3% | +6.8% | 0.005% | |
4/25/2025 | Northwest Wealth Management LLC | 4,521 | $534K | 0.1% | -6.7% | 0.003% | |
4/25/2025 | Sollinda Capital Management LLC | 59,988 | $7.09M | 2.0% | -2.5% | 0.043% | |
4/25/2025 | Mmbg Investment Advisors CO. | 3,310 | $391K | 0.0% | +652.3% | 0.002% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 7,571 | $894K | 0.0% | -5.8% | 0.005% | |
4/25/2025 | WestEnd Advisors LLC | 1,138,427 | $134.49M | 3.6% | -1.3% | 0.811% | |
4/25/2025 | Parker Financial LLC | 9,293 | $1.10M | 0.5% | -22.3% | 0.007% | |
4/24/2025 | Tsfg LLC | 3,753 | $443K | 0.1% | -2.6% | 0.003% | |
4/24/2025 | Surience Private Wealth LLC | 2,833 | $335K | 0.6% | -88.8% | 0.002% | |
4/24/2025 | BSW Wealth Partners | 5,129 | $606K | 0.1% | -40.6% | 0.004% | |
4/24/2025 | Elevated Capital Advisors LLC | 7,795 | $921K | 0.3% | -5.8% | 0.006% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 42,471 | $5.01M | 0.0% | -15.3% | 0.031% | |
4/24/2025 | Money Concepts Capital Corp | 16,379 | $1.94M | 0.1% | +8.5% | 0.012% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 7,286 | $861K | 0.1% | +18.5% | 0.005% | |
4/24/2025 | Klaas Financial Asset Advisors LLC | 236,827 | $27.98M | 4.8% | +1.4% | 0.172% | |
4/24/2025 | Transcend Capital Advisors LLC | 43,376 | $5.12M | 0.4% | +2.1% | 0.032% | |
4/24/2025 | Park Place Capital Corp | 2,522 | $298K | 0.1% | -13.2% | 0.002% | |
4/24/2025 | Motiv8 Investments LLC | 9,055 | $1.07M | 0.7% | -13.4% | 0.007% | |
4/23/2025 | GenTrust LLC | 38,577 | $4.56M | 0.2% | -5.2% | 0.028% | |
4/23/2025 | Balefire LLC | 22,462 | $2.65M | 0.9% | +1,619.9% | 0.016% | |
4/23/2025 | Western Wealth Management LLC | 2,280 | $269K | 0.0% | -34.6% | 0.002% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,583 | $305K | 0.0% | -5.7% | 0.002% | |
4/23/2025 | Sequoia Financial Advisors LLC | 3,410 | $403K | 0.0% | +19.1% | 0.002% | |
4/23/2025 | Perigon Wealth Management LLC | 40,717 | $4.81M | 0.1% | -19.0% | 0.030% | |
4/23/2025 | Spire Wealth Management | 16,338 | $1.93M | 0.1% | -1.9% | 0.012% | |
4/23/2025 | JCIC Asset Management Inc. | 1,715 | $203K | 0.1% | N/A | 0.001% | |
4/23/2025 | Daymark Wealth Partners LLC | 10,753 | $1.27M | 0.1% | -70.1% | 0.008% | |
4/23/2025 | Golden State Equity Partners | 12,179 | $1.44M | 0.3% | +593.6% | 0.009% | |
4/23/2025 | Strategic Investment Advisors MI | 17,961 | $2.12M | 0.2% | +3.0% | 0.013% | |
4/23/2025 | Cornerstone Wealth Group LLC | 6,087 | $719K | 0.1% | -5.5% | 0.004% | |
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4/23/2025 | Vectors Research Management LLC | 102,259 | $12.08M | 4.2% | +144.6% | 0.074% | |
4/23/2025 | Pacific Financial Group Inc. | 6,062 | $716K | 0.6% | -19.1% | 0.004% | |
4/23/2025 | AIFG Consultants Ltd. | 1,964 | $232K | 0.4% | N/A | 0.001% | |
4/23/2025 | GHP Investment Advisors Inc. | 698 | $82K | 0.0% | N/A | 0.001% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 3,999 | $472K | 0.1% | -10.0% | 0.003% | |
4/23/2025 | Eagle Strategies LLC | 13,597 | $1.61M | 0.3% | +309.9% | 0.010% | |
4/23/2025 | Oppenheimer & Co. Inc. | 4,241 | $501K | 0.0% | +4.8% | 0.003% | |
4/23/2025 | Valmark Advisers Inc. | 6,037 | $713K | 0.0% | +15.1% | 0.004% | |
4/22/2025 | Dopkins Wealth Management LLC | 1,943 | $230K | 0.1% | N/A | 0.001% | |
4/22/2025 | Whalen Wealth Management Inc. | 14,902 | $1.76M | 1.2% | +74.3% | 0.011% | |