7/15/2025 | Pitti Group Wealth Management LLC | 14,922 | $526K | 0.5% | +4.4% | 0.006% | |
7/15/2025 | Traction Financial Partners LLC | 35,439 | $1.25M | 0.8% | N/A | 0.015% | |
7/15/2025 | EWG Elevate Inc. | 86,685 | $3.06M | 0.9% | +5.0% | 0.038% | |
7/15/2025 | Fifth Third Bancorp | 952 | $34K | 0.0% | +120.9% | 0.000% | |
7/15/2025 | LVZ Inc. | 2,747,396 | $96.93M | 11.6% | +3.0% | 1.190% | |
7/14/2025 | Golden State Equity Partners | 127,804 | $4.51M | 0.8% | -1.0% | 0.055% | |
7/14/2025 | AdvisorNet Financial Inc | 27,582 | $973K | 0.1% | +174.1% | 0.012% | |
7/14/2025 | Chris Bulman Inc | 59,920 | $2.11M | 1.2% | +8.0% | 0.026% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 34,354 | $1.21M | 0.0% | +2.7% | 0.015% | |
7/14/2025 | Lighthouse Wealth Management Inc. | 24,769 | $874K | 0.8% | -5.2% | 0.011% | |
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7/14/2025 | Flagstar Advisors Inc. | 74,422 | $2.63M | 0.7% | -19.5% | 0.032% | |
7/14/2025 | Park Avenue Securities LLC | 7,551 | $266K | 0.0% | N/A | 0.003% | |
7/11/2025 | Grant Private Wealth Management Inc | 88,431 | $3.12M | 1.8% | N/A | 0.038% | |
7/11/2025 | Capital Advantage Inc. | 44,246 | $1.56M | 0.2% | +7.0% | 0.019% | |
7/11/2025 | Farther Finance Advisors LLC | 28,969 | $1.02M | 0.0% | +1.2% | 0.012% | |
7/11/2025 | Silver Oak Securities Incorporated | 56,727 | $2.00M | 0.2% | +3.3% | 0.024% | |
7/11/2025 | CX Institutional | 128,748 | $4.54M | 0.2% | +19.0% | 0.055% | |
7/11/2025 | Kaydan Wealth Management Inc. | 12,245 | $432K | 0.1% | N/A | 0.005% | |
7/11/2025 | Pinnacle Bancorp Inc. | 4,850 | $171K | 0.1% | +14.0% | 0.002% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 30,660 | $1.07M | 0.0% | N/A | 0.013% | |
7/11/2025 | Grove Bank & Trust | 5,500 | $194K | 0.0% | -12.1% | 0.002% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 28,257 | $997K | 0.1% | -80.6% | 0.012% | |
7/10/2025 | Marshall Financial Group LLC | 70,174 | $2.53M | 0.5% | +2.9% | 0.030% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 575,263 | $20.97M | 0.0% | -10.3% | 0.248% | |
7/10/2025 | KMG Fiduciary Partners LLC | 111,593 | $3.94M | 0.3% | +8.4% | 0.048% | |
7/10/2025 | Focus Financial Network Inc. | 399,417 | $14.09M | 0.6% | +7.4% | 0.172% | |
7/10/2025 | Sovran Advisors LLC | 9,666 | $350K | 0.0% | +20.6% | 0.004% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 117,853 | $4.16M | 0.1% | +5.4% | 0.051% | |
7/9/2025 | Procyon Advisors LLC | 218,908 | $7.72M | 0.7% | N/A | 0.095% | |
7/9/2025 | Baron Wealth Management LLC | 90,660 | $3.20M | 1.1% | +264.7% | 0.039% | |
7/9/2025 | Triumph Capital Management | 227,920 | $8.04M | 2.4% | +5.8% | 0.098% | |
7/9/2025 | Lifestyle Asset Management Inc. | 324,002 | $11.43M | 5.3% | +16.0% | 0.140% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 154,981 | $5.47M | 2.2% | +15.4% | 0.067% | |
7/9/2025 | Presidio Capital Management LLC | 8,848 | $312K | 0.1% | +19.0% | 0.004% | |
7/8/2025 | Elevation Wealth Partners LLC | 788 | $28K | 0.0% | -54.2% | 0.000% | |
7/8/2025 | Davis Investment Partners LLC | 16,631 | $598K | 0.2% | -30.6% | 0.007% | |
7/8/2025 | Advance Capital Management Inc. | 9,024 | $318K | 0.0% | -98.2% | 0.004% | |
7/8/2025 | Ballew Advisors Inc | 28,320 | $1.03M | 0.6% | +8.7% | 0.012% | |
7/8/2025 | NBC Securities Inc. | 57,895 | $2.04M | 0.2% | +23.7% | 0.025% | |
7/8/2025 | Parallel Advisors LLC | 10,492 | $370K | 0.0% | +15.7% | 0.005% | |
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7/7/2025 | Whitaker Myers Wealth Managers LTD. | 12,726 | $449K | 0.1% | N/A | 0.005% | |
7/7/2025 | Nova Wealth Management Inc. | 12,365 | $436K | 0.3% | +55.7% | 0.005% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 66,426 | $2.34M | 0.3% | +3.9% | 0.029% | |
7/3/2025 | Arvest Investments Inc. | 264,590 | $9.34M | 1.4% | +26.8% | 0.114% | |
7/3/2025 | TrueWealth Advisors LLC | 263,145 | $9.28M | 2.7% | +0.5% | 0.113% | |
7/2/2025 | Crumly & Associates Inc. | 387,258 | $13.66M | 3.3% | +40.0% | 0.167% | |
7/2/2025 | Central Pacific Bank Trust Division | 70,270 | $2.48M | 0.3% | -11.1% | 0.030% | |
7/1/2025 | Park National Corp OH | 3,376,574 | $119.13M | 3.9% | +9.0% | 1.453% | |
6/4/2025 | First Hawaiian Bank | 86,879 | $2.91M | 0.1% | -5.7% | 0.037% | |
6/2/2025 | Modern Wealth Management LLC | 16,651 | $558K | 0.0% | +11.2% | 0.007% | |
5/28/2025 | Anderson Financial Strategies LLC | 91,539 | $3.07M | 1.9% | +109.2% | 0.039% | |
5/28/2025 | Ellsworth Advisors LLC | 16,919 | $567K | 0.1% | +38.0% | 0.007% | |
5/27/2025 | Jacobi Capital Management LLC | 31,925 | $1.07M | 0.1% | +286.6% | 0.014% | |
5/21/2025 | Geneos Wealth Management Inc. | 14,743 | $494K | 0.0% | +28.2% | 0.006% | |
5/20/2025 | Belpointe Asset Management LLC | 27,044 | $906K | 0.0% | -7.1% | 0.012% | |
5/20/2025 | Focus Partners Wealth | 43,712 | $1.46M | 0.0% | +41.2% | 0.019% | |
5/20/2025 | Integrity Alliance LLC. | 15,971 | $535K | 0.0% | N/A | 0.007% | |
5/16/2025 | Prostatis Group LLC | 96,200 | $3.22M | 1.0% | -12.7% | 0.041% | |
5/16/2025 | Faithward Advisors LLC | 7,732 | $259K | 0.0% | -6.4% | 0.003% | |
5/16/2025 | Coppell Advisory Solutions LLC | 6,608 | $216K | 0.0% | +16.6% | 0.003% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 14,276 | $478K | 0.0% | N/A | 0.006% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 93,965 | $3.15M | 0.1% | +61.5% | 0.040% | |
5/16/2025 | Laidlaw Wealth Management LLC | 26,576 | $890K | 2.6% | -50.3% | 0.011% | |
5/16/2025 | Aprio Wealth Management LLC | 215,248 | $7.21M | 0.9% | +6.9% | 0.093% | |
5/15/2025 | Capital Investment Counsel LLC | 208,936 | $7.00M | 1.2% | -1.5% | 0.090% | |
5/15/2025 | Royal Bank of Canada | 5,893,579 | $197.44M | 0.0% | +5.3% | 2.535% | |
5/15/2025 | Betterment LLC | 25,500 | $854K | 0.0% | +32.8% | 0.011% | |
5/15/2025 | MAI Capital Management | 66,681 | $2.23M | 0.0% | +38.8% | 0.029% | |
5/15/2025 | Calton & Associates Inc. | 12,750 | $427K | 0.1% | +101.1% | 0.005% | |
5/15/2025 | Spectrum Wealth Advisory Group LLC | 119,924 | $4.02M | 1.9% | +374.8% | 0.052% | |
5/15/2025 | Titleist Asset Management LLC | 89,004 | $2.98M | 0.3% | +6.8% | 0.038% | |
5/15/2025 | Baird Financial Group Inc. | 1,499,626 | $50.24M | 0.1% | +18.2% | 0.645% | |
5/15/2025 | WPG Advisers LLC | 50,773 | $1.70M | 1.6% | N/A | 0.022% | |
5/15/2025 | TD Capital Management LLC | 4,614 | $155K | 0.0% | -8.3% | 0.002% | |
5/15/2025 | Trexquant Investment LP | 6,471 | $217K | 0.0% | N/A | 0.003% | |
5/14/2025 | CreativeOne Wealth LLC | 39,659 | $1.33M | 0.0% | -9.2% | 0.017% | |
5/14/2025 | Per Stirling Capital Management LLC. | 216,735 | $7.26M | 1.0% | +84.9% | 0.093% | |
5/14/2025 | PKS Advisory Services LLC | 42,206 | $1.41M | 0.4% | +12.0% | 0.018% | |
5/14/2025 | WCG Wealth Advisors LLC | 123,579 | $4.14M | 0.3% | +775.6% | 0.053% | |
5/14/2025 | Comerica Bank | 99,152 | $3.32M | 0.0% | +9.1% | 0.043% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,493,516 | $50.03M | 0.0% | +38.5% | 0.643% | |
5/14/2025 | Kestra Advisory Services LLC | 1,269,114 | $42.52M | 0.2% | +19.2% | 0.546% | |
5/14/2025 | Purus Wealth Management LLC | 51,922 | $1.74M | 0.7% | +0.7% | 0.022% | |
5/14/2025 | GDS Wealth Management | 190,277 | $6.37M | 0.5% | -53.0% | 0.082% | |
5/14/2025 | Capital Analysts LLC | 28,647 | $960K | 0.0% | +49.3% | 0.012% | |
5/14/2025 | Laraway Financial Advisors Inc | 10,474 | $351K | 0.3% | +53.7% | 0.005% | |
5/13/2025 | Aptus Capital Advisors LLC | 406,520 | $13.62M | 0.1% | +8.4% | 0.175% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 600,229 | $20.11M | 0.2% | -44.5% | 0.258% | |
5/13/2025 | Tyler Stone Wealth Management | 38,195 | $1.28M | 0.2% | +5.3% | 0.016% | |
5/13/2025 | Raymond James Financial Inc. | 12,496,285 | $418.63M | 0.2% | +17.5% | 5.376% | |
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5/13/2025 | Cresset Asset Management LLC | 42,253 | $1.42M | 0.0% | +6.6% | 0.018% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 173,786 | $5.82M | 0.4% | +6.0% | 0.075% | |
5/13/2025 | Trivium Point Advisory LLC | 76,572 | $2.57M | 0.3% | +24.3% | 0.033% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 508,709 | $17.04M | 0.1% | +48.8% | 0.219% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 2,139 | $72K | 0.1% | N/A | 0.001% | |
5/13/2025 | Bright Financial Advisors Inc. | 125,141 | $4.19M | 2.6% | +10.6% | 0.054% | |
5/13/2025 | Dagco Inc. | 311,396 | $10.43M | 3.4% | +9.1% | 0.134% | |
5/13/2025 | Rathbones Group PLC | 8,636 | $289K | 0.0% | N/A | 0.004% | |
5/13/2025 | HighTower Advisors LLC | 2,536,876 | $84.99M | 0.1% | +5.8% | 1.091% | |
5/12/2025 | Meridian Wealth Management LLC | 113,930 | $3.82M | 0.2% | +63.0% | 0.049% | |