7/18/2025 | Financial Consulate Inc. | 30,171 | $985K | 0.2% | N/A | 0.052% | |
7/18/2025 | Truist Financial Corp | 686,603 | $22.42M | 0.0% | -0.4% | 1.186% | |
7/17/2025 | Capital Investment Advisors LLC | 113,560 | $3.71M | 0.1% | -2.0% | 0.196% | |
7/17/2025 | Hengehold Capital Management LLC | 1,140,791 | $37.26M | 3.4% | -0.1% | 1.970% | |
7/16/2025 | Signaturefd LLC | 1,900 | $62K | 0.0% | -78.1% | 0.003% | |
7/16/2025 | Novem Group | 106,320 | $3.47M | 0.4% | +4.0% | 0.184% | |
7/15/2025 | TD Private Client Wealth LLC | 92,719 | $3.03M | 0.1% | -7.3% | 0.160% | |
7/15/2025 | Smith & Howard Wealth Management LLC | 6,411 | $209K | 0.1% | N/A | 0.011% | |
7/15/2025 | RVW Wealth LLC | 6,425 | $210K | 0.0% | N/A | 0.011% | |
7/15/2025 | Kagan Cocozza Asset Management | 24,410 | $797K | 0.6% | -3.5% | 0.042% | |
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7/15/2025 | Retirement Income Solutions Inc | 29,457 | $962K | 0.2% | N/A | 0.051% | |
7/15/2025 | GSB Wealth Management LLC | 13,301 | $434K | 0.1% | -26.5% | 0.023% | |
7/14/2025 | Opal Wealth Advisors LLC | 137,921 | $4.51M | 1.2% | +3.4% | 0.238% | |
7/14/2025 | Brady Martz Wealth Solutions LLC | 186,640 | $6.10M | 1.2% | +0.3% | 0.322% | |
7/14/2025 | Friday Financial | 237,758 | $7.77M | 4.0% | +6.6% | 0.411% | |
7/14/2025 | Masso Torrence Wealth Management Inc. | 29,571 | $966K | 0.4% | +7.1% | 0.051% | |
7/14/2025 | Sterling Group Wealth Management LLC | 154,854 | $5.06M | 2.8% | -3.7% | 0.267% | |
7/11/2025 | Farther Finance Advisors LLC | 2,234 | $73K | 0.0% | -19.4% | 0.004% | |
7/10/2025 | CWC Advisors LLC. | 132,748 | $4.34M | 2.2% | +5.8% | 0.229% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 569,855 | $18.70M | 0.0% | -4.9% | 0.984% | |
7/10/2025 | Sharkey Howes & Javer | 10,026 | $327K | 0.0% | -40.3% | 0.017% | |
7/9/2025 | Chesley Taft & Associates LLC | 19,132 | $625K | 0.0% | +10.1% | 0.033% | |
7/9/2025 | Goelzer Investment Management Inc. | 12,113 | $396K | 0.0% | +12.3% | 0.021% | |
7/7/2025 | Investors Research Corp | 8,148 | $266K | 0.1% | -75.7% | 0.014% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 475,441 | $15.53M | 3.0% | +2.7% | 0.821% | |
7/7/2025 | First Community Trust NA | 1,312 | $43K | 0.0% | N/A | 0.002% | |
6/6/2025 | Blue Oak Capital LLC | 11,509 | $340K | 0.2% | N/A | 0.020% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,453 | $43K | 0.0% | -30.3% | 0.003% | |
5/20/2025 | Focus Partners Wealth | 150,001 | $4.44M | 0.0% | -13.1% | 0.259% | |
5/19/2025 | Jane Street Group LLC | 835,611 | $24.72M | 0.0% | +526.8% | 1.443% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 569,021 | $16.83M | 0.4% | +14.7% | 0.983% | |
5/16/2025 | Goldman Sachs Group Inc. | 77,576 | $2.30M | 0.0% | +180.0% | 0.134% | |
5/16/2025 | NewEdge Advisors LLC | 336,594 | $9.96M | 0.1% | -3.5% | 0.581% | |
5/15/2025 | EP Wealth Advisors LLC | 6,730 | $199K | 0.0% | N/A | 0.012% | |
5/15/2025 | Royal Bank of Canada | 64,430 | $1.91M | 0.0% | +122.5% | 0.111% | |
5/15/2025 | Baird Financial Group Inc. | 423,027 | $12.51M | 0.0% | +4.8% | 0.731% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 273,384 | $8.09M | 0.4% | -3.8% | 0.472% | |
5/14/2025 | Jane Street Group LLC | 835,611 | $24.72M | 0.0% | +526.8% | 1.443% | |
5/14/2025 | Synovus Financial Corp | 86,117 | $2.55M | 0.0% | +10.7% | 0.149% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 35,723 | $1.06M | 0.0% | +18.0% | 0.062% | |
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5/14/2025 | Kestra Advisory Services LLC | 33,791 | $1M | 0.0% | -14.9% | 0.058% | |
5/14/2025 | Bragg Financial Advisors Inc | 35,558 | $1.05M | 0.0% | -9.3% | 0.061% | |
5/14/2025 | Tiemann Investment Advisors LLC | 113,218 | $3.35M | 1.5% | -0.9% | 0.196% | |
5/14/2025 | Tradition Wealth Management LLC | 36,814 | $1.09M | 0.1% | +4.2% | 0.064% | |
5/14/2025 | Laraway Financial Advisors Inc | 37,984 | $1.12M | 0.9% | -2.7% | 0.066% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 212,576 | $6.29M | 0.2% | +27.1% | 0.367% | |
5/13/2025 | Freestone Capital Holdings LLC | 62,525 | $1.85M | 0.1% | +4.7% | 0.108% | |
5/13/2025 | Raymond James Financial Inc. | 200,408 | $5.93M | 0.0% | +1.7% | 0.346% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 711,608 | $21.05M | 0.5% | -8.1% | 1.229% | |
5/13/2025 | Clal Insurance Enterprises Holdings Ltd | 781,424 | $23.12M | 0.2% | +1.4% | 1.350% | |
5/13/2025 | HighTower Advisors LLC | 1,856,130 | $54.90M | 0.1% | +2.8% | 3.206% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 60,538 | $1.79M | 0.0% | -2.7% | 0.105% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 501,498 | $14.83M | 0.8% | -2.0% | 0.866% | |
5/12/2025 | Virtu Financial LLC | 10,391 | $307K | 0.0% | N/A | 0.018% | |
5/12/2025 | Wambolt & Associates LLC | 11,759 | $349K | 0.1% | -3.4% | 0.020% | |
5/9/2025 | Blair William & Co. IL | 4,058 | $120K | 0.0% | -13.7% | 0.007% | |
5/9/2025 | PNC Financial Services Group Inc. | 3,858,407 | $114.13M | 0.1% | +3.1% | 6.664% | |
5/8/2025 | First National Trust Co | 7,668 | $227K | 0.0% | N/A | 0.013% | |
5/8/2025 | Eastern Bank | 105,321 | $3.12M | 0.1% | -81.3% | 0.182% | |
5/7/2025 | LPL Financial LLC | 1,319,875 | $39.04M | 0.0% | -4.5% | 2.280% | |
5/7/2025 | GLOBALT Investments LLC GA | 1,469,899 | $43.48M | 1.8% | -1.8% | 2.539% | |
5/6/2025 | AE Wealth Management LLC | 4,353 | $129K | 0.0% | +6,397.0% | 0.008% | |
5/5/2025 | Midwest Capital Advisors LLC | 16,412 | $485K | 0.3% | +17.8% | 0.028% | |
5/5/2025 | Stegner Investment Associates Inc. | 13,017 | $385K | 0.3% | -10.8% | 0.022% | |
5/5/2025 | Private Advisor Group LLC | 464,854 | $13.75M | 0.1% | +18.5% | 0.803% | |
5/5/2025 | Nwam LLC | 8,945 | $265K | 0.0% | N/A | 0.015% | |
5/2/2025 | Wealthgarden F.S. LLC | 7,028 | $208K | 0.2% | N/A | 0.012% | |
5/2/2025 | Whittier Trust Co. | 265,465 | $7.85M | 0.1% | -2.2% | 0.458% | |
5/2/2025 | Dakota Wealth Management | 9,124 | $270K | 0.0% | -32.3% | 0.016% | |
5/2/2025 | Lokken Investment Group LLC | 11,857 | $351K | 0.1% | N/A | 0.020% | |
5/2/2025 | Apollon Wealth Management LLC | 41,434 | $1.23M | 0.0% | -9.2% | 0.072% | |
5/2/2025 | Arcadia Investment Advisors LLC | 385,730 | $11.41M | 6.4% | +1.0% | 0.666% | |
5/2/2025 | Signaturefd LLC | 8,695 | $257K | 0.0% | +357.6% | 0.015% | |
5/1/2025 | 3EDGE Asset Management LP | 144,690 | $4.31M | 0.3% | +43.1% | 0.250% | |
4/30/2025 | Sharkey Howes & Javer | 16,806 | $497K | 0.1% | -23.8% | 0.029% | |
4/30/2025 | Cerity Partners LLC | 86,448 | $2.56M | 0.0% | -1.0% | 0.149% | |
4/30/2025 | Highview Capital Management LLC DE | 10,541 | $312K | 0.1% | -13.4% | 0.018% | |
4/29/2025 | Financial Counselors Inc. | 122,393 | $3.62M | 0.1% | +6.3% | 0.211% | |
4/29/2025 | TD Private Client Wealth LLC | 99,982 | $2.96M | 0.1% | +31.6% | 0.173% | |
4/29/2025 | Envestnet Asset Management Inc. | 613,958 | $18.16M | 0.0% | +4.0% | 1.060% | |
4/29/2025 | Meridian Investment Counsel Inc. | 72,039 | $2.13M | 0.6% | +1.6% | 0.124% | |
4/29/2025 | Bank of New York Mellon Corp | 29,057 | $859K | 0.0% | -47.6% | 0.050% | |
4/29/2025 | Avantax Planning Partners Inc. | 2,074,367 | $61.36M | 2.2% | +7.9% | 3.583% | |
4/29/2025 | Courage Miller Partners LLC | 197,188 | $5.83M | 2.0% | +2.1% | 0.341% | |
4/29/2025 | Goelzer Investment Management Inc. | 10,785 | $319K | 0.0% | N/A | 0.019% | |
4/28/2025 | Mutual Advisors LLC | 75,433 | $2.27M | 0.1% | +16.4% | 0.130% | |
4/28/2025 | Strategic Financial Concepts LLC | 8,317 | $246K | 0.0% | -10.0% | 0.014% | |
4/28/2025 | Novem Group | 102,207 | $3.02M | 0.4% | +2.9% | 0.177% | |
4/28/2025 | Sterling Group Wealth Management LLC | 160,763 | $4.76M | 2.6% | +4.2% | 0.278% | |
4/28/2025 | RKL Wealth Management LLC | 15,544 | $460K | 0.0% | -14.1% | 0.027% | |
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4/25/2025 | Lodestar Private Asset Management LLC | 747,201 | $22.10M | 2.8% | +0.9% | 1.291% | |
4/25/2025 | Koshinski Asset Management Inc. | 6,788 | $201K | 0.0% | N/A | 0.012% | |
4/24/2025 | CWC Advisors LLC. | 125,494 | $3.71M | 2.1% | N/A | 0.217% | |
4/24/2025 | Tsfg LLC | 1,969 | $58K | 0.0% | N/A | 0.003% | |
4/24/2025 | 3Chopt Investment Partners LLC | 22,696 | $671K | 0.2% | N/A | 0.039% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 423,520 | $12.62M | 0.0% | N/A | 0.731% | |
4/23/2025 | Sequoia Financial Advisors LLC | 526,868 | $15.59M | 0.1% | -3.0% | 0.913% | |
4/23/2025 | Cvfg LLC | 154,431 | $4.57M | 4.2% | +7.4% | 0.268% | |
4/23/2025 | Valmark Advisers Inc. | 144,320 | $4.27M | 0.1% | +0.9% | 0.250% | |
4/22/2025 | Masso Torrence Wealth Management Inc. | 27,606 | $817K | 0.4% | -15.8% | 0.048% | |