7/18/2025 | Pure Financial Advisors LLC | 13,051 | $583K | 0.0% | +50.1% | 0.007% | |
7/18/2025 | Trilogy Capital Inc. | 8,811 | $394K | 0.0% | -27.9% | 0.004% | |
7/18/2025 | QTR Family Wealth LLC | 32,774 | $1.47M | 0.9% | -4.6% | 0.016% | |
7/18/2025 | Consolidated Portfolio Review Corp | 4,979 | $223K | 0.0% | -18.0% | 0.002% | |
7/18/2025 | Wetzel Investment Advisors Inc. | 14,655 | $655K | 0.3% | -5.7% | 0.007% | |
7/18/2025 | Truist Financial Corp | 1,340,817 | $59.94M | 0.1% | -1.3% | 0.670% | |
7/17/2025 | Greenleaf Trust | 10,649 | $476K | 0.0% | +64.3% | 0.005% | |
7/17/2025 | LexAurum Advisors LLC | 6,809 | $304K | 0.0% | -26.8% | 0.003% | |
7/17/2025 | HB Wealth Management LLC | 7,608 | $340K | 0.0% | -67.8% | 0.004% | |
7/17/2025 | Janney Montgomery Scott LLC | 590,603 | $26.40M | 0.1% | -2.4% | 0.295% | |
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7/17/2025 | Venture Visionary Partners LLC | 33,320 | $1.49M | 0.1% | +0.9% | 0.017% | |
7/17/2025 | ERn Financial LLC | 49,648 | $2.22M | 0.5% | -12.7% | 0.025% | |
7/17/2025 | Wagner Wealth Management LLC | 113,280 | $5.06M | 1.2% | -5.8% | 0.057% | |
7/16/2025 | Old Port Advisors | 9,716 | $434K | 0.1% | -3.3% | 0.005% | |
7/16/2025 | Owen LaRue LLC | 9,441 | $422K | 0.2% | -5.3% | 0.005% | |
7/16/2025 | Octavia Wealth Advisors LLC | 17,582 | $786K | 0.1% | -17.5% | 0.009% | |
7/16/2025 | Kennedy Investment Group | 68,041 | $3.04M | 1.3% | -7.3% | 0.034% | |
7/15/2025 | Retirement Guys Formula LLC | 63,900 | $2.86M | 1.1% | +0.5% | 0.032% | |
7/15/2025 | BostonPremier Wealth LLC | 353,372 | $15.80M | 8.8% | +2.8% | 0.176% | |
7/15/2025 | Traction Financial Partners LLC | 24,208 | $1.08M | 0.7% | +90.6% | 0.012% | |
7/15/2025 | RVW Wealth LLC | 22,017 | $984K | 0.1% | -9.3% | 0.011% | |
7/15/2025 | tru Independence LLC | 31,666 | $1.42M | 0.4% | -2.9% | 0.016% | |
7/15/2025 | Fifth Third Bancorp | 4,022 | $180K | 0.0% | +59.2% | 0.002% | |
7/15/2025 | Bfsg LLC | 4,082 | $182K | 0.0% | +112.3% | 0.002% | |
7/14/2025 | Opal Wealth Advisors LLC | 7,380 | $330K | 0.1% | -9.0% | 0.004% | |
7/14/2025 | AdvisorNet Financial Inc | 28,478 | $1.27M | 0.1% | -4.9% | 0.014% | |
7/14/2025 | GAMMA Investing LLC | 11,858 | $530K | 0.0% | +13.2% | 0.006% | |
7/14/2025 | ABLE Financial Group LLC | 16,526 | $739K | 0.2% | -19.5% | 0.008% | |
7/14/2025 | Iams Wealth Management LLC | 60,011 | $2.68M | 1.2% | -22.6% | 0.030% | |
7/14/2025 | Main Line Retirement Advisors LLC | 16,542 | $739K | 0.4% | -27.6% | 0.008% | |
7/14/2025 | Flagstar Advisors Inc. | 155,129 | $6.93M | 1.9% | -20.4% | 0.077% | |
7/14/2025 | Southland Equity Partners LLC | 97,973 | $4.38M | 1.0% | -0.5% | 0.049% | |
7/14/2025 | Park Avenue Securities LLC | 58,330 | $2.61M | 0.0% | -9.9% | 0.029% | |
7/14/2025 | Sowell Financial Services LLC | 31,342 | $1.40M | 0.1% | -10.0% | 0.016% | |
7/11/2025 | Skyline Advisors Inc. | 6,285 | $281K | 0.1% | -7.0% | 0.003% | |
7/11/2025 | Farther Finance Advisors LLC | 60,326 | $2.70M | 0.1% | +195.2% | 0.030% | |
7/11/2025 | Silver Oak Securities Incorporated | 234,524 | $10.48M | 0.9% | -6.1% | 0.117% | |
7/11/2025 | SeaCrest Wealth Management LLC | 5,522 | $247K | 0.0% | -14.5% | 0.003% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 298,003 | $13.55M | 0.0% | -9.9% | 0.149% | |
7/10/2025 | Signal Advisors Wealth LLC | 5,603 | $250K | 0.0% | +23.9% | 0.003% | |
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7/10/2025 | Focus Financial Network Inc. | 36,616 | $1.64M | 0.1% | -7.3% | 0.018% | |
7/10/2025 | Sovran Advisors LLC | 36,868 | $1.67M | 0.2% | -17.0% | 0.018% | |
7/9/2025 | Towerpoint Wealth LLC | 131,905 | $5.90M | 2.6% | +3.4% | 0.066% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 14,350 | $641K | 0.1% | -5.1% | 0.007% | |
7/9/2025 | Triumph Capital Management | 47,714 | $2.13M | 0.6% | -5.7% | 0.024% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 36,990 | $1.65M | 0.7% | +1.5% | 0.018% | |
7/9/2025 | Beacon Financial Group | 414,756 | $18.54M | 1.9% | -1.6% | 0.207% | |
7/9/2025 | WealthCare Investment Partners LLC | 278,627 | $12.67M | 4.6% | +3.0% | 0.139% | |
7/8/2025 | PTM Wealth Management LLC | 17,475 | $795K | 0.5% | +4.8% | 0.009% | |
7/8/2025 | Advance Capital Management Inc. | 43,583 | $1.95M | 0.1% | -9.8% | 0.022% | |
7/8/2025 | Prism Advisors Inc. | 94,914 | $4.24M | 1.2% | N/A | 0.047% | |
7/8/2025 | NBC Securities Inc. | 52,237 | $2.34M | 0.2% | -17.4% | 0.026% | |
7/7/2025 | Accelerate Investment Advisors LLC | 6,807 | $304K | 0.2% | +4.5% | 0.003% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 44,115 | $1.97M | 0.5% | -6.0% | 0.022% | |
7/7/2025 | Centurion Wealth Management LLC | 43,382 | $1.94M | 0.6% | +1.7% | 0.022% | |
7/7/2025 | RDA Financial Network | 7,078 | $316K | 0.1% | -5.7% | 0.004% | |
7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 124,080 | $5.55M | 3.1% | -20.6% | 0.062% | |
7/2/2025 | HBW Advisory Services LLC | 26,318 | $1.18M | 0.1% | +16.0% | 0.013% | |
7/2/2025 | Crumly & Associates Inc. | 163,534 | $7.31M | 1.8% | -3.8% | 0.081% | |
7/1/2025 | Park National Corp OH | 494,509 | $22.11M | 0.7% | +2.0% | 0.245% | |
7/1/2025 | Harbor Investment Advisory LLC | 89,166 | $3.99M | 0.3% | -1.7% | 0.044% | |
7/1/2025 | Private Client Services LLC | 11,728 | $524K | 0.2% | -2.7% | 0.006% | |
6/27/2025 | Goldman Sachs Group Inc. | 152,245 | $6.79M | 0.0% | +21.3% | 0.075% | |
5/28/2025 | Intrua Financial LLC | 82,430 | $3.68M | 0.5% | -7.6% | 0.041% | |
5/21/2025 | Geneos Wealth Management Inc. | 72,016 | $3.21M | 0.1% | -1.5% | 0.035% | |
5/20/2025 | Belpointe Asset Management LLC | 24,965 | $1.11M | 0.1% | -6.4% | 0.012% | |
5/20/2025 | Focus Partners Wealth | 76,995 | $3.43M | 0.0% | +4.9% | 0.038% | |
5/20/2025 | Integrity Alliance LLC. | 33,279 | $1.48M | 0.1% | N/A | 0.016% | |
5/19/2025 | Advisory Alpha LLC | 90,894 | $4.05M | 0.1% | -2.4% | 0.045% | |
5/16/2025 | Coppell Advisory Solutions LLC | 86,348 | $3.78M | 0.3% | -42.6% | 0.042% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 93,846 | $4.19M | 0.1% | -4.0% | 0.046% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 20,900 | $932K | 0.0% | -5.2% | 0.010% | |
5/16/2025 | Goldman Sachs Group Inc. | 152,245 | $6.79M | 0.0% | +21.3% | 0.075% | |
5/16/2025 | Jones Financial Companies Lllp | 3,442 | $153K | 0.0% | -98.4% | 0.002% | |
5/16/2025 | Pinnacle Family Advisors LLC | 27,340 | $1.22M | 0.7% | +24.3% | 0.013% | |
5/16/2025 | Plotkin Financial Advisors LLC | 10,305 | $459K | 0.3% | -13.7% | 0.005% | |
5/16/2025 | NewEdge Advisors LLC | 358,362 | $15.98M | 0.1% | -1.6% | 0.176% | |
5/16/2025 | Integrated Wealth Concepts LLC | 235,957 | $10.52M | 0.1% | +8.3% | 0.116% | |
5/16/2025 | AQR Capital Management LLC | 33,775 | $1.51M | 0.0% | +52.7% | 0.017% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 36,270 | $1.62M | 0.0% | -21.2% | 0.018% | |
5/15/2025 | Ameriflex Group Inc. | 20,113 | $897K | 0.4% | -51.0% | 0.010% | |
5/15/2025 | Royal Bank of Canada | 3,771,838 | $168.19M | 0.0% | -2.8% | 1.848% | |
5/15/2025 | MAI Capital Management | 46,493 | $2.07M | 0.0% | -6.6% | 0.023% | |
5/15/2025 | Weitzel Financial Services Inc. | 7,549 | $332K | 0.2% | +12.0% | 0.004% | |
5/15/2025 | Calton & Associates Inc. | 8,438 | $376K | 0.1% | N/A | 0.004% | |
5/15/2025 | Spectrum Wealth Advisory Group LLC | 34,887 | $1.56M | 0.7% | -5.2% | 0.017% | |
5/15/2025 | Baird Financial Group Inc. | 1,102,500 | $49.16M | 0.1% | -3.6% | 0.540% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 7,661 | $342K | 0.1% | -19.0% | 0.004% | |
5/14/2025 | CreativeOne Wealth LLC | 15,563 | $694K | 0.0% | +42.2% | 0.008% | |
5/14/2025 | WCG Wealth Advisors LLC | 34,363 | $1.53M | 0.1% | -20.5% | 0.017% | |
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5/14/2025 | Apexium Financial LP | 250,835 | $11.19M | 0.7% | -3.5% | 0.123% | |
5/14/2025 | Comerica Bank | 70,923 | $3.16M | 0.0% | -1.0% | 0.035% | |
5/14/2025 | Synovus Financial Corp | 23,829 | $1.06M | 0.0% | -3.8% | 0.012% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 312,917 | $13.95M | 0.0% | -33.2% | 0.153% | |
5/14/2025 | Sax Wealth Advisors LLC | 6,093 | $272K | 0.0% | N/A | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 954,941 | $42.58M | 0.2% | -3.4% | 0.468% | |
5/14/2025 | Purus Wealth Management LLC | 33,345 | $1.49M | 0.6% | -1.4% | 0.016% | |
5/14/2025 | Ameriprise Financial Inc. | 4,821,901 | $214.23M | 0.1% | -1.1% | 2.362% | |
5/14/2025 | CW Advisors LLC | 9,815 | $438K | 0.0% | N/A | 0.005% | |
5/14/2025 | Summit Financial LLC | 13,723 | $612K | 0.0% | +25.0% | 0.007% | |