8/8/2025 | Tiemann Investment Advisors LLC | 32,525 | $1.57M | 0.6% | -3.1% | 0.009% | |
8/7/2025 | Winch Advisory Services LLC | 3,312 | $160K | 0.0% | +5,710.5% | 0.001% | |
8/7/2025 | Cascade Financial Partners LLC | 12,968 | $626K | 0.1% | -2.3% | 0.003% | |
8/7/2025 | Clarity Wealth Advisors LLC | 156,090 | $7.53M | 1.9% | +8.7% | 0.041% | |
8/7/2025 | Lakeridge Wealth Management LLC | 14,097 | $680K | 0.3% | +3.0% | 0.004% | |
8/7/2025 | Weil Company Inc. | 42,716 | $2.06M | 0.5% | -13.0% | 0.011% | |
8/7/2025 | Nwam LLC | 6,190 | $302K | 0.0% | -7.7% | 0.002% | |
8/7/2025 | Samalin Investment Counsel LLC | 26,328 | $1.27M | 0.5% | +5.9% | 0.007% | |
8/7/2025 | Vise Technologies Inc. | 10,038 | $484K | 0.0% | N/A | 0.003% | |
8/7/2025 | Allworth Financial LP | 35,568 | $1.72M | 0.0% | +10.2% | 0.009% | |
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8/7/2025 | Altman Advisors Inc. | 5,112 | $247K | 0.1% | N/A | 0.001% | |
8/7/2025 | Aegis Wealth Management LLC | 5,093 | $246K | 0.1% | -40.7% | 0.001% | |
8/7/2025 | Ascension Capital Advisors Inc. | 158,291 | $7.64M | 3.2% | +1,147.9% | 0.042% | |
8/7/2025 | Fidelis Capital Partners LLC | 31,087 | $1.53M | 0.1% | +6.0% | 0.008% | |
8/7/2025 | Shared Vision Wealth Group LLC | 7,929 | $385K | 0.2% | -17.4% | 0.002% | |
8/7/2025 | Fonville Wealth Management LLC | 12,799 | $617K | 0.2% | -3.9% | 0.003% | |
8/7/2025 | Winthrop Capital Management LLC | 8,763 | $423K | 0.1% | -4.9% | 0.002% | |
8/7/2025 | Midwest Trust Co | 77,350 | $3.73M | 0.1% | N/A | 0.020% | |
8/7/2025 | Efficient Advisors LLC | 35,146 | $1.70M | 0.1% | -12.2% | 0.009% | |
8/7/2025 | Acadian Asset Management LLC | 735,538 | $35.48M | 0.1% | -19.5% | 0.193% | |
8/7/2025 | 1ST Source Bank | 86,665 | $4.18M | 0.2% | +0.3% | 0.023% | |
8/7/2025 | Rathbones Group PLC | 121,575 | $5.87M | 0.0% | +5.8% | 0.032% | |
8/7/2025 | Mitsubishi UFJ Asset Management Co. Ltd. | 45,606 | $2.20M | 0.0% | +2.6% | 0.012% | |
8/6/2025 | Prospera Financial Services Inc | 72,480 | $3.50M | 0.1% | +1.8% | 0.019% | |
8/6/2025 | RWA Wealth Partners LLC | 109,332 | $5.27M | 0.1% | -2.6% | 0.029% | |
8/6/2025 | AE Wealth Management LLC | 70,721 | $3.41M | 0.0% | +22,280.1% | 0.019% | |
8/6/2025 | Summit Wealth & Retirement Planning Inc. | 100,805 | $4.86M | 1.3% | -11.8% | 0.027% | |
8/6/2025 | Aspect Partners LLC | 47,453 | $2.29M | 1.1% | -7.8% | 0.012% | |
8/6/2025 | Nvwm LLC | 23,664 | $1.14M | 0.3% | +28.0% | 0.006% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 5,828 | $281K | 0.1% | +6.5% | 0.002% | |
8/6/2025 | Bryn Mawr Trust Advisors LLC | 126,846 | $6.12M | 0.3% | +8.4% | 0.033% | |
8/6/2025 | Atlas Legacy Advisors LLC | 172,015 | $8.30M | 1.8% | +61.3% | 0.045% | |
8/6/2025 | Savant Capital LLC | 93,407 | $4.51M | 0.0% | +0.6% | 0.025% | |
8/6/2025 | Valtinson Bruner Financial Planning LLC | 4,891 | $236K | 0.1% | -4.3% | 0.001% | |
8/6/2025 | Modera Wealth Management LLC | 87,467 | $4.22M | 0.1% | -1.2% | 0.023% | |
8/6/2025 | Washington Trust Bank | 63,737 | $3.08M | 0.3% | -1.4% | 0.017% | |
8/6/2025 | HORAN Wealth LLC | 5,315 | $256K | 0.1% | N/A | 0.001% | |
8/6/2025 | Horan Securities Inc. | 13,770 | $664K | 0.2% | +35.8% | 0.004% | |
8/6/2025 | DDFG Inc | 6,891 | $332K | 0.1% | N/A | 0.002% | |
8/6/2025 | Ethos Financial Group LLC | 7,353 | $355K | 0.0% | -62.9% | 0.002% | |
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8/6/2025 | Atlantic Union Bankshares Corp | 5,987 | $289K | 0.0% | N/A | 0.002% | |
8/6/2025 | SP Asset Management LLC | 26,031 | $1.26M | 0.1% | -18.9% | 0.007% | |
8/6/2025 | First Horizon Advisors Inc. | 9,149 | $441K | 0.0% | -4.0% | 0.002% | |
8/6/2025 | Genus Capital Management Inc. | 5,725 | $276K | 0.0% | -3.7% | 0.002% | |
8/6/2025 | SNS Financial Group LLC | 50,503 | $2.44M | 0.2% | -3.2% | 0.013% | |
8/6/2025 | Simmons Bank | 84,744 | $4.09M | 0.3% | -1.5% | 0.022% | |
8/5/2025 | Fourth Dimension Wealth LLC | 60,196 | $2.90M | 1.2% | +11.7% | 0.016% | |
8/5/2025 | Crestwood Advisors Group LLC | 18,224 | $879K | 0.0% | +4.5% | 0.005% | |
8/5/2025 | HFG Advisors Inc. | 52,053 | $2.51M | 2.0% | +7.9% | 0.014% | |
8/5/2025 | Claro Advisors LLC | 4,319 | $208K | 0.0% | -13.5% | 0.001% | |
8/5/2025 | Simplex Trading LLC | 306,415 | $14.78M | 0.0% | +86.9% | 0.081% | |
8/5/2025 | Cassaday & Co Wealth Management LLC | 1,954,325 | $94.28M | 2.4% | +2.4% | 0.514% | |
8/5/2025 | Advisors Preferred LLC | 392,596 | $18.97M | 3.1% | -28.8% | 0.103% | |
8/5/2025 | Next Capital Management LLC | 34,500 | $1.66M | 0.6% | +5.3% | 0.009% | |
8/5/2025 | Connable Office Inc. | 1,153,905 | $55.66M | 5.5% | -1.2% | 0.303% | |
8/5/2025 | Bridgewater Advisors Inc. | 16,527 | $813K | 0.1% | -10.2% | 0.004% | |
8/5/2025 | Freestone Capital Holdings LLC | 224,029 | $10.81M | 0.4% | -6.2% | 0.059% | |
8/5/2025 | Retirement Financial Solutions LLC | 236,769 | $11.42M | 7.1% | -9.8% | 0.062% | |
8/5/2025 | Tsfg LLC | 6,145 | $296K | 0.1% | -13.8% | 0.002% | |
8/5/2025 | Texas Bank & Trust Co | 31,117 | $1.50M | 0.6% | -4.8% | 0.008% | |
8/5/2025 | Burney Co. | 11,957 | $577K | 0.0% | +5.2% | 0.003% | |
8/5/2025 | Israel Discount Bank of New York | 39,698 | $1.92M | 7.3% | -2.6% | 0.010% | |
8/5/2025 | Sigma Planning Corp | 18,850 | $909K | 0.0% | +33.9% | 0.005% | |
8/5/2025 | MMA Asset Management LLC | 62,770 | $3.03M | 1.2% | -40.6% | 0.017% | |
8/5/2025 | EPG Wealth Management LLC | 2,153 | $104K | 0.0% | -17.8% | 0.001% | |
8/5/2025 | 5T Wealth LLC | 5,666 | $273K | 0.1% | N/A | 0.001% | |
8/5/2025 | Mission Wealth Management LP | 21,809 | $1.05M | 0.0% | -2.1% | 0.006% | |
8/5/2025 | TIAA Trust National Association | 140,167 | $6.76M | 0.0% | -2.5% | 0.037% | |
8/5/2025 | Welch & Forbes LLC | 15,627 | $754K | 0.0% | -8.6% | 0.004% | |
8/5/2025 | Trail Ridge Investment Advisors LLC | 13,598 | $660K | 0.3% | N/A | 0.004% | |
8/5/2025 | Frederick Financial Consultants LLC | 6,059 | $292K | 0.2% | -12.7% | 0.002% | |
8/5/2025 | Hills Bank & Trust Co | 4,479 | $216K | 0.0% | -52.8% | 0.001% | |
8/5/2025 | Lifeworks Advisors LLC | 16,914 | $816K | 0.1% | +132.8% | 0.004% | |
8/4/2025 | Saxony Capital Management LLC | 50,494 | $2.44M | 1.9% | N/A | 0.013% | |
8/4/2025 | Bordeaux Wealth Advisors LLC | 5,472 | $264K | 0.0% | -5.6% | 0.001% | |
8/4/2025 | Linscomb Wealth Inc. | 134,764 | $6.50M | 0.3% | -4.7% | 0.035% | |
8/4/2025 | AMG National Trust Bank | 93,505 | $4.51M | 0.1% | -2.8% | 0.025% | |
8/4/2025 | Kovack Advisors Inc. | 4,851 | $234K | 0.0% | N/A | 0.001% | |
8/4/2025 | IFG Advisory LLC | 35,747 | $1.72M | 0.1% | +0.8% | 0.009% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 310,501 | $14.98M | 0.3% | -11.5% | 0.082% | |
8/4/2025 | BLB&B Advisors LLC | 27,494 | $1.33M | 0.1% | -15.4% | 0.007% | |
8/4/2025 | REDW Wealth LLC | 8,656 | $418K | 0.2% | -93.0% | 0.002% | |
8/4/2025 | Coign Capital Advisors LLC | 17,926 | $865K | 0.6% | +2.7% | 0.005% | |
8/4/2025 | Adell Harriman & Carpenter Inc. | 10,392 | $501K | 0.0% | -9.3% | 0.003% | |
8/4/2025 | Field & Main Bank | 87,986 | $4.24M | 1.4% | +18.6% | 0.023% | |
8/4/2025 | Atria Investments Inc | 30,311 | $1.46M | 0.0% | +90.0% | 0.008% | |
8/4/2025 | Carret Asset Management LLC | 22,903 | $1.11M | 0.1% | +2.7% | 0.006% | |
8/4/2025 | Savvy Advisors Inc. | 8,425 | $406K | 0.0% | +5.1% | 0.002% | |
8/4/2025 | Assetmark Inc. | 7,049 | $340K | 0.0% | -23.6% | 0.002% | |
8/4/2025 | Keybank National Association OH | 964,661 | $46.54M | 0.2% | -1.2% | 0.254% | |
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8/4/2025 | Spire Wealth Management | 48,842 | $2.36M | 0.1% | -1.6% | 0.013% | |
8/4/2025 | Arkadios Wealth Advisors | 23,727 | $1.15M | 0.0% | +145.2% | 0.006% | |
8/4/2025 | Flagship Harbor Advisors LLC | 20,365 | $982K | 0.0% | +7.4% | 0.005% | |
8/4/2025 | Daymark Wealth Partners LLC | 22,166 | $1.07M | 0.0% | -1.5% | 0.006% | |
8/4/2025 | Mayflower Financial Advisors LLC | 15,275 | $737K | 0.1% | -37.6% | 0.004% | |
8/4/2025 | Bristlecone Advisors LLC | 3,150 | $152K | 0.0% | +15.8% | 0.001% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 68,802 | $3.32M | 0.0% | +8.0% | 0.018% | |
8/4/2025 | Beirne Wealth Consulting Services LLC | 107,633 | $5.19M | 1.7% | -0.7% | 0.028% | |
8/4/2025 | JDM Financial Group LLC | 8,462 | $408K | 0.2% | -4.1% | 0.002% | |
8/1/2025 | Bank of Jackson Hole Trust | 2,402 | $116K | 0.1% | +39.9% | 0.001% | |