8/5/2025 | Bank of New York Mellon Corp | 520,090 | $146.07M | 0.0% | +106.0% | 2.300% | |
8/5/2025 | Bank of Montreal Can | 216,413 | $60.78M | 0.0% | +3,660.4% | 0.957% | |
8/5/2025 | Snider Financial Group | 4,208 | $1.18M | 0.3% | -3.6% | 0.019% | |
8/5/2025 | Sigma Planning Corp | 10,010 | $2.81M | 0.1% | +91.8% | 0.044% | |
8/4/2025 | AMG National Trust Bank | 4,952 | $1.39M | 0.0% | +3.4% | 0.022% | |
8/4/2025 | Atria Investments Inc | 3,997 | $1.12M | 0.0% | +1.2% | 0.018% | |
8/4/2025 | Assetmark Inc. | 693 | $195K | 0.0% | -16.8% | 0.003% | |
8/4/2025 | Keybank National Association OH | 65,199 | $18.31M | 0.1% | -4.3% | 0.288% | |
8/4/2025 | Flagship Harbor Advisors LLC | 8,109 | $2.28M | 0.1% | +1.5% | 0.036% | |
8/1/2025 | Austin Private Wealth LLC | 138,928 | $39.02M | 3.1% | -25.2% | 0.614% | |
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8/1/2025 | Strategic Financial Services Inc. | 1,425 | $400K | 0.0% | +23.9% | 0.006% | |
8/1/2025 | Zhang Financial LLC | 15,490 | $4.35M | 0.2% | -3.9% | 0.069% | |
8/1/2025 | Anson Capital Inc. | 4,489 | $1.26M | 1.0% | -1.7% | 0.020% | |
8/1/2025 | Pasadena Private Wealth LLC | 979 | $275K | 0.0% | -98.5% | 0.004% | |
8/1/2025 | Envestnet Asset Management Inc. | 279,250 | $78.43M | 0.0% | +14.9% | 1.235% | |
7/31/2025 | Jordan Park Group LLC | 86,323 | $24.25M | 1.6% | N/A | 0.382% | |
7/31/2025 | Schoolcraft Capital LLC | 8,985 | $2.52M | 0.5% | +23.3% | 0.040% | |
7/31/2025 | Opus Capital Group LLC | 62,725 | $17.62M | 2.1% | +8.6% | 0.277% | |
7/30/2025 | Rehmann Capital Advisory Group | 7,146 | $2.01M | 0.1% | +786.6% | 0.032% | |
7/30/2025 | Brookstone Capital Management | 820 | $230K | 0.0% | -98.0% | 0.004% | |
7/30/2025 | Studio Investment Management LLC | 5,133 | $1.44M | 0.3% | -6.2% | 0.023% | |
7/30/2025 | Arbor Investment Advisors LLC | 67,202 | $18.87M | 2.4% | +8.2% | 0.297% | |
7/29/2025 | Salomon & Ludwin LLC | 100 | $28K | 0.0% | N/A | 0.000% | |
7/29/2025 | Foster & Motley Inc. | 8,626 | $2.42M | 0.1% | -18.0% | 0.038% | |
7/29/2025 | BXM Wealth LLC | 2,600 | $730K | 0.9% | -1.9% | 0.011% | |
7/29/2025 | Stratos Wealth Advisors LLC | 22,781 | $6.40M | 0.3% | -0.7% | 0.101% | |
7/28/2025 | Stegner Investment Associates Inc. | 64,771 | $18.19M | 11.1% | +3.0% | 0.286% | |
7/28/2025 | Tlwm | 1,309 | $368K | 0.1% | -16.9% | 0.006% | |
7/28/2025 | Harbour Investments Inc. | 1,526 | $429K | 0.0% | +3,079.2% | 0.007% | |
7/28/2025 | Mitchell Mcleod Pugh & Williams Inc. | 6,296 | $1.77M | 0.3% | -1.1% | 0.028% | |
7/28/2025 | Nadler Financial Group Inc. | 15,860 | $4.46M | 0.5% | -8.7% | 0.070% | |
7/25/2025 | Atria Wealth Solutions Inc. | 19,962 | $5.65M | 0.1% | -72.7% | 0.088% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,771 | $3.31M | 0.0% | -15.3% | 0.052% | |
7/25/2025 | Endowment Wealth Management Inc. | 9,710 | $2.73M | 1.4% | +2.7% | 0.043% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 1,717 | $495K | 0.1% | -8.3% | 0.008% | |
7/25/2025 | Sequoia Financial Advisors LLC | 3,245 | $911K | 0.0% | -13.4% | 0.014% | |
7/25/2025 | Retirement Planning Group LLC NY | 8,250 | $2.32M | 2.0% | -1.8% | 0.036% | |
7/25/2025 | Landmark Wealth Management LLC | 5,394 | $1.52M | 0.6% | -1.5% | 0.024% | |
7/25/2025 | Lodestar Private Asset Management LLC | 909 | $255K | 0.0% | +12.8% | 0.004% | |
7/25/2025 | Tranquility Partners LLC | 1,202 | $338K | 0.1% | +8.8% | 0.005% | |
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7/25/2025 | Fifth Third Wealth Advisors LLC | 7,735 | $2.17M | 0.1% | +54.9% | 0.034% | |
7/24/2025 | Williams & Novak LLC | 4,586 | $1.29M | 1.1% | N/A | 0.020% | |
7/24/2025 | Blue Trust Inc. | 2,778 | $780K | 0.0% | +7.1% | 0.012% | |
7/24/2025 | Callan Family Office LLC | 1,840 | $517K | 0.0% | N/A | 0.008% | |
7/24/2025 | Blair William & Co. IL | 752 | $211K | 0.0% | +7.4% | 0.003% | |
7/23/2025 | Beaumont Asset Management L.L.C. | 748 | $210K | 0.1% | N/A | 0.003% | |
7/23/2025 | Madden Advisory Services Inc. | 2,599 | $730K | 0.3% | -3.1% | 0.011% | |
7/23/2025 | Hardy Reed LLC | 1,342 | $377K | 0.0% | -3.5% | 0.006% | |
7/23/2025 | Next Level Wealth Planning LLC | 1,904 | $535K | 0.3% | +19.5% | 0.008% | |
7/23/2025 | Litman Gregory Wealth Management LLC | 67,658 | $19.00M | 1.5% | +6.6% | 0.299% | |
7/22/2025 | Berkshire Money Management Inc. | 5,516 | $1.55M | 0.2% | N/A | 0.024% | |
7/22/2025 | Grimes & Company Inc. | 834 | $234K | 0.0% | N/A | 0.004% | |
7/22/2025 | Verus Wealth Management LLC | 5,828 | $1.64M | 1.6% | +143.0% | 0.026% | |
7/22/2025 | OLD National Bancorp IN | 88,151 | $24.76M | 0.4% | +6.7% | 0.390% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 8,105 | $2.28M | 0.1% | +5.9% | 0.036% | |
7/21/2025 | Precedent Wealth Partners LLC | 6,278 | $1.76M | 0.4% | -4.0% | 0.028% | |
7/21/2025 | Ameritas Advisory Services LLC | 486 | $136K | 0.0% | N/A | 0.002% | |
7/21/2025 | 1900 Wealth Management LLC | 68,468 | $19.23M | 1.5% | +6,113.1% | 0.303% | |
7/21/2025 | Matauro LLC | 736 | $207K | 0.0% | N/A | 0.003% | |
7/18/2025 | Parsons Capital Management Inc. RI | 3,596 | $1.01M | 0.1% | -10.7% | 0.016% | |
7/18/2025 | Vigilare Wealth Management | 7,742 | $2.17M | 0.8% | -20.3% | 0.034% | |
7/18/2025 | Truist Financial Corp | 11,689 | $3.28M | 0.0% | +7.5% | 0.052% | |
7/17/2025 | Halbert Hargrove Global Advisors LLC | 36,927 | $10.37M | 0.5% | +7.8% | 0.163% | |
7/17/2025 | Nova R Wealth Inc. | 16,722 | $4.70M | 2.2% | -0.4% | 0.074% | |
7/17/2025 | XY Planning Network Inc. | 1,025 | $288K | 0.1% | N/A | 0.005% | |
7/16/2025 | Flower City Capital | 218,984 | $61.50M | 36.3% | -2.7% | 0.969% | |
7/15/2025 | TD Private Client Wealth LLC | 5,392 | $1.51M | 0.0% | +1.7% | 0.024% | |
7/15/2025 | Retirement Income Solutions Inc | 2,870 | $806K | 0.1% | -15.0% | 0.013% | |
7/14/2025 | Opal Wealth Advisors LLC | 215 | $60K | 0.0% | N/A | 0.001% | |
7/14/2025 | Cherrydale Wealth Management LLC | 57,909 | $16.26M | 5.7% | -10.8% | 0.256% | |
7/14/2025 | AdvisorNet Financial Inc | 8,813 | $2.48M | 0.2% | +17.6% | 0.039% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 1,574 | $442K | 0.0% | +30.1% | 0.007% | |
7/11/2025 | CMH Wealth Management LLC | 14,940 | $4.20M | 1.0% | -3.1% | 0.066% | |
7/11/2025 | Sherrill & Hutchins Financial Advisory Inc | 164,904 | $46.32M | 36.0% | +1.6% | 0.729% | |
7/10/2025 | Fulton Bank N.A. | 1,646 | $462K | 0.0% | N/A | 0.007% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 101,207 | $28.76M | 0.0% | -0.7% | 0.448% | |
7/10/2025 | Brooklyn FI LLC | 8,377 | $2.35M | 0.6% | N/A | 0.037% | |
7/9/2025 | PFW Advisors LLC | 4,596 | $1.29M | 0.4% | -15.9% | 0.020% | |
7/9/2025 | Goelzer Investment Management Inc. | 1,892 | $531K | 0.0% | +3.2% | 0.008% | |
7/9/2025 | Thrive Wealth Management LLC | 31,743 | $8.92M | 1.4% | +2.1% | 0.140% | |
7/9/2025 | Alesco Advisors LLC | 17,827 | $5.01M | 0.1% | -1.6% | 0.079% | |
7/8/2025 | Lpwm LLC | 15,564 | $4.37M | 1.3% | -1.4% | 0.069% | |
7/8/2025 | Apella Capital LLC | 209,360 | $59.11M | 1.6% | +66.2% | 0.926% | |
7/8/2025 | Heartwood Wealth Advisors LLC | 140,494 | $39.46M | 4.1% | +0.2% | 0.621% | |
6/2/2025 | Modern Wealth Management LLC | 96,419 | $24.48M | 0.8% | +0.6% | 0.433% | |
5/23/2025 | Strategic Financial Services Inc. | 1,150 | $292K | 0.0% | +35.3% | 0.006% | |
5/20/2025 | Focus Partners Wealth | 41,282 | $10.48M | 0.0% | -6.5% | 0.198% | |
5/19/2025 | SageView Advisory Group LLC | 1,658 | $421K | 0.0% | +21.7% | 0.008% | |
5/16/2025 | Arete Wealth Advisors LLC | 19,750 | $5.01M | 0.4% | +27.5% | 0.095% | |
5/16/2025 | Goldman Sachs Group Inc. | 197,019 | $50.02M | 0.0% | -13.4% | 0.946% | |
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5/16/2025 | Jones Financial Companies Lllp | 77,868 | $19.77M | 0.0% | +294.0% | 0.374% | |
5/16/2025 | NewEdge Advisors LLC | 8,590 | $2.18M | 0.0% | -2.7% | 0.041% | |
5/16/2025 | Integrated Wealth Concepts LLC | 3,415 | $867K | 0.0% | -34.6% | 0.016% | |
5/16/2025 | Curi RMB Capital LLC | 4,463 | $1.13M | 0.0% | -15.7% | 0.021% | |
5/16/2025 | AQR Capital Management LLC | 13,611 | $3.46M | 0.0% | +46.5% | 0.065% | |
5/15/2025 | EP Wealth Advisors LLC | 1,450 | $368K | 0.0% | +22.1% | 0.007% | |
5/15/2025 | First Manhattan CO. LLC. | 18,256 | $4.63M | 0.0% | -5.0% | 0.088% | |
5/15/2025 | Royal Bank of Canada | 28,181 | $7.15M | 0.0% | -7.3% | 0.135% | |
5/15/2025 | MAI Capital Management | 140,705 | $35.72M | 0.3% | +5.0% | 0.676% | |
5/15/2025 | Baird Financial Group Inc. | 129,006 | $32.75M | 0.1% | +776.6% | 0.620% | |