10/10/2025 | Marion Wealth Management | 374,142 | $31.47M | 7.5% | +1.1% | 0.056% | |
10/10/2025 | Fifth Third Securities Inc. | 29,663 | $2.50M | 0.2% | -13.9% | 0.004% | |
10/10/2025 | RoundAngle Advisors LLC | 25,349 | $2.13M | 1.7% | -0.8% | 0.004% | |
10/10/2025 | Sound Income Strategies LLC | 4,326 | $362K | 0.0% | +44.8% | 0.001% | |
10/10/2025 | Tilia Fiduciary Partners Inc. | 17,428 | $1.47M | 0.8% | -2.7% | 0.003% | |
10/10/2025 | Newton One Investments LLC | 449,638 | $37.82M | 11.2% | +0.9% | 0.067% | |
10/10/2025 | FC Advisory LLC | 10,745 | $904K | 0.3% | +5.9% | 0.002% | |
10/10/2025 | Flputnam Investment Management Co. | 729,897 | $61.39M | 0.9% | +14.6% | 0.109% | |
10/10/2025 | Envision Financial LLC | 93,187 | $7.84M | 4.5% | +43.1% | 0.014% | |
10/10/2025 | Falcon Wealth Planning | 8,572 | $721K | 0.1% | +11.5% | 0.001% | |
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10/10/2025 | Focused Wealth Management Inc | 495,624 | $41.69M | 4.4% | +10.0% | 0.074% | |
10/10/2025 | Shotwell Rutter Baer Inc | 150,554 | $12.63M | 8.2% | +2.7% | 0.022% | |
10/10/2025 | KMG Fiduciary Partners LLC | 62,851 | $5.29M | 0.4% | -0.2% | 0.009% | |
10/10/2025 | Signal Advisors Wealth LLC | 31,818 | $2.68M | 0.2% | +3.2% | 0.005% | |
10/9/2025 | CGN Advisors LLC | 63,947 | $5.38M | 0.4% | +15.6% | 0.010% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 625,639 | $52.62M | 0.7% | +0.8% | 0.093% | |
10/9/2025 | Independence Bank of Kentucky | 16,830 | $1.42M | 0.2% | -3.9% | 0.003% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 7,077 | $595K | 0.1% | -10.8% | 0.001% | |
10/9/2025 | AdvisorNet Financial Inc | 2,055 | $173K | 0.0% | -7.5% | 0.000% | |
10/9/2025 | IVC Wealth Advisors LLC | 8,519 | $717K | 0.3% | +43.1% | 0.001% | |
10/9/2025 | Toth Financial Advisory Corp | 2,400 | $202K | 0.0% | N/A | 0.000% | |
10/9/2025 | OxenFree Capital LLC | 39,436 | $3.31M | 1.8% | +12.3% | 0.006% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 5,586 | $470K | 0.0% | +3.0% | 0.001% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 20,447 | $1.72M | 0.2% | -3.5% | 0.003% | |
10/9/2025 | Bath Savings Trust Co | 20,531 | $1.73M | 0.2% | +24.2% | 0.003% | |
10/9/2025 | Peak Financial Management Inc. | 147,736 | $12.43M | 3.3% | +3.2% | 0.022% | |
10/9/2025 | Verisail Partners LLC | 3,441 | $289K | 0.1% | -54.2% | 0.001% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 96,036 | $8.08M | 0.2% | +3.0% | 0.014% | |
10/9/2025 | Cypress Financial Planning LLC | 428,989 | $36.08M | 11.0% | +3.7% | 0.064% | |
10/9/2025 | Websterrogers Financial Advisors LLC | 77,647 | $6.53M | 2.0% | +6.7% | 0.012% | |
10/8/2025 | Sheets Smith Investment Management | 38,740 | $3.26M | 2.1% | -1.4% | 0.006% | |
10/8/2025 | Marshall Financial Group LLC | 2,616 | $220K | 0.0% | N/A | 0.000% | |
10/8/2025 | Agate Pass Investment Management LLC | 20,018 | $1.68M | 0.6% | +3.3% | 0.003% | |
10/8/2025 | Fiduciary Alliance LLC | 7,530 | $633K | 0.0% | +4.8% | 0.001% | |
10/8/2025 | OLD Point Trust & Financial Services N A | 16,233 | $1.37M | 0.4% | +57.4% | 0.002% | |
10/8/2025 | Wedmont Private Capital | 12,127 | $1.02M | 0.0% | +85.5% | 0.002% | |
10/8/2025 | Balefire LLC | 4,013 | $338K | 0.1% | +25.6% | 0.001% | |
10/8/2025 | Towerpoint Wealth LLC | 173,521 | $14.60M | 6.0% | -16.2% | 0.026% | |
10/8/2025 | Bay Rivers Group | 54,745 | $4.61M | 1.9% | +0.6% | 0.008% | |
10/7/2025 | Cooper Financial Group | 12,241 | $1.03M | 0.1% | -2.0% | 0.002% | |
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10/7/2025 | Acropolis Investment Management LLC | 78,440 | $6.50M | 0.3% | +6.0% | 0.012% | |
10/7/2025 | ST Germain D J Co. Inc. | 166,937 | $14.04M | 0.6% | +2.4% | 0.025% | |
10/7/2025 | Northside Capital Management LLC | 2,500 | $210K | 0.0% | N/A | 0.000% | |
10/7/2025 | Union Bancaire Privee UBP SA | 248,818 | $20.69M | 0.4% | +9.5% | 0.037% | |
10/6/2025 | JBGlobal.com LLC | 60,691 | $5.11M | 5.2% | -13.5% | 0.009% | |
10/6/2025 | Moller Wealth Partners | 6,920 | $582K | 0.1% | N/A | 0.001% | |
10/6/2025 | Grove Bank & Trust | 3,789 | $319K | 0.0% | +112.3% | 0.001% | |
10/6/2025 | Venture Visionary Partners LLC | 11,869 | $998K | 0.0% | +2.1% | 0.002% | |
10/6/2025 | Hickory Point Bank & Trust | 7,455 | $627K | 0.5% | +2.1% | 0.001% | |
10/6/2025 | Nilsine Partners LLC | 3,426 | $288K | 0.0% | +14.4% | 0.000% | |
10/6/2025 | Cambridge Financial Group LLC | 27,482 | $2.31M | 0.7% | N/A | 0.004% | |
10/1/2025 | American National Bank of Texas | 38,697 | $3.26M | 3.1% | N/A | 0.006% | |
10/1/2025 | Hobart Private Capital LLC | 15,144 | $1.27M | 0.3% | N/A | 0.002% | |
9/30/2025 | Gilbert Capital Group Inc. | 20,242 | $1.68M | 1.4% | N/A | 0.003% | |
9/26/2025 | Corient Private Wealth LLC | 1,957,872 | $162.35M | 0.2% | -3.1% | 0.297% | |
9/22/2025 | Caldwell Trust Co | 303 | $25K | 0.0% | N/A | 0.000% | |
9/15/2025 | Migdal Insurance & Financial Holdings Ltd. | 7,581 | $629K | 0.0% | -8.0% | 0.001% | |
9/12/2025 | Valeo Financial Advisors LLC | 6,269 | $520K | 0.0% | -19.0% | 0.001% | |
9/4/2025 | SevenBridge Financial Group LLC | 30,112 | $2.50M | 0.4% | -26.7% | 0.005% | |
9/4/2025 | Osaic Holdings Inc. | 564,713 | $46.73M | 0.1% | +39.0% | 0.086% | |
9/3/2025 | American Trust | 6,934 | $575K | 0.1% | N/A | 0.001% | |
8/29/2025 | Centaurus Financial Inc. | 3,682 | $305K | 0.0% | -11.7% | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 106,174 | $8.80M | 0.1% | -22.8% | 0.016% | |
8/27/2025 | Squarepoint Ops LLC | 15,132 | $1.26M | 0.0% | +347.4% | 0.002% | |
8/26/2025 | Thrivent Financial for Lutherans | 163,259 | $13.49M | 0.0% | -54.2% | 0.025% | |
8/22/2025 | Carter Financial Group INC. | 10,884 | $903K | 0.6% | N/A | 0.002% | |
8/22/2025 | TT Capital Management LLC | 33,545 | $2.73M | 0.9% | +636.1% | 0.005% | |
8/20/2025 | Forefront Wealth Partners LLC | 53,837 | $4.32M | 2.9% | +6.4% | 0.008% | |
8/20/2025 | Coppell Advisory Solutions LLC | 7,756 | $641K | 0.1% | +63.9% | 0.001% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 11,278 | $935K | 0.0% | N/A | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 22,721 | $1.88M | 0.0% | +79.5% | 0.003% | |
8/19/2025 | Anchor Investment Management LLC | 360 | $30K | 0.0% | -52.5% | 0.000% | |
8/19/2025 | Delos Wealth Advisors LLC | 447 | $37K | 0.0% | N/A | 0.000% | |
8/18/2025 | N.E.W. Advisory Services LLC | 2,168 | $180K | 0.0% | -5.9% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 7,247 | $601K | 0.0% | -13.3% | 0.001% | |
8/18/2025 | Cornerstone Financial Group LLC NE | 16,063 | $1.33M | 1.1% | +3.1% | 0.002% | |
8/18/2025 | National Bank of Canada FI | 865,566 | $71.77M | 0.1% | +1,249.1% | 0.131% | |
8/16/2025 | Evergreen Capital Management LLC | 111,806 | $9.27M | 0.3% | +35.6% | 0.017% | |
8/15/2025 | Strategic Investment Advisors MI | 20,477 | $1.70M | 0.2% | -3.8% | 0.003% | |
8/15/2025 | Tower Research Capital LLC TRC | 29,437 | $2.44M | 0.1% | +45,187.7% | 0.004% | |
8/15/2025 | Brooks Moore & Associates Inc. | 35,845 | $2.96M | 1.6% | -9.4% | 0.005% | |
8/15/2025 | Semmax Financial Advisors Inc. | 14,409 | $1.19M | 0.3% | -38.8% | 0.002% | |
8/15/2025 | Corient Private Wealth LLC | 3,915,948 | $324.71M | 0.4% | +93.8% | 0.593% | |
8/15/2025 | Equitable Holdings Inc. | 1,024,838 | $84.98M | 0.7% | +6.0% | 0.155% | |
8/15/2025 | State of Tennessee Department of Treasury | 2,649,104 | $219.66M | 0.8% | +2.4% | 0.401% | |
8/15/2025 | Chapman Financial Group LLC | 372 | $31K | 0.0% | N/A | 0.000% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 473,116 | $39.23M | 3.0% | +6.6% | 0.072% | |
8/15/2025 | Captrust Financial Advisors | 169,996 | $14.10M | 0.0% | +37.3% | 0.026% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 98,349 | $8.16M | 1.8% | -20.5% | 0.015% | |
8/15/2025 | United Services Automobile Association | 178,422 | $14.80M | 1.5% | -50.3% | 0.027% | |
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8/15/2025 | WFA of San Diego LLC | 13,145 | $1.09M | 0.8% | N/A | 0.002% | |
8/15/2025 | Vident Advisory LLC | 104,784 | $8.69M | 0.1% | -16.6% | 0.016% | |
8/15/2025 | Visionary Wealth Advisors | 5,861 | $486K | 0.0% | -4.0% | 0.001% | |
8/15/2025 | Scott Marsh Financial LLC | 10,736 | $890K | 0.3% | N/A | 0.002% | |
8/15/2025 | Tidal Investments LLC | 436,177 | $36.03M | 0.2% | +36.6% | 0.066% | |
8/15/2025 | Snowden Capital Advisors LLC | 7,557 | $627K | 0.0% | +6.7% | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 153,563 | $12.73M | 0.1% | +11.6% | 0.023% | |
8/15/2025 | MML Investors Services LLC | 344,556 | $28.57M | 0.1% | +0.9% | 0.052% | |
8/15/2025 | Man Group plc | 23,985 | $1.99M | 0.0% | -10.7% | 0.004% | |
8/15/2025 | Modern Wealth Management LLC | 7,804 | $647K | 0.0% | +24.9% | 0.001% | |