9/3/2025 | American Trust | 4,340 | $586K | 0.1% | N/A | 0.001% | |
8/25/2025 | Hilltop Partners LLC | 4,620 | $624K | 0.2% | -2.4% | 0.001% | |
8/22/2025 | Carter Financial Group INC. | 2,902 | $392K | 0.3% | N/A | 0.001% | |
8/19/2025 | Anchor Investment Management LLC | 1,112 | $150K | 0.0% | N/A | 0.000% | |
8/18/2025 | Hollencrest Capital Management | 50,461 | $6.81M | 0.3% | -11.6% | 0.010% | |
8/15/2025 | Captrust Financial Advisors | 283,483 | $38.28M | 0.1% | +1.4% | 0.054% | |
8/15/2025 | WFA of San Diego LLC | 1,875 | $253K | 0.2% | N/A | 0.000% | |
8/15/2025 | Tolleson Wealth Management Inc. | 276,648 | $37.36M | 6.4% | -0.5% | 0.052% | |
8/15/2025 | Monograph Wealth Advisors LLC | 2,234 | $302K | 0.0% | N/A | 0.000% | |
8/15/2025 | IHT Wealth Management LLC | 18,492 | $2.50M | 0.1% | -1.7% | 0.003% | |
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8/15/2025 | BNP Paribas Financial Markets | 520 | $70K | 0.0% | +504.7% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 1,964,007 | $265.23M | 0.1% | +2.1% | 0.372% | |
8/14/2025 | NewEdge Advisors LLC | 192,006 | $25.93M | 0.1% | -0.5% | 0.036% | |
8/14/2025 | SVB Wealth LLC | 57,051 | $7.70M | 0.4% | N/A | 0.011% | |
8/13/2025 | RFP Financial Group LLC | 23,070 | $3.12M | 1.3% | -3.6% | 0.004% | |
8/13/2025 | Baird Financial Group Inc. | 149,286 | $20.16M | 0.0% | -5.7% | 0.028% | |
8/13/2025 | Crescent Grove Advisors LLC | 91,007 | $12.29M | 1.2% | -2.5% | 0.017% | |
8/13/2025 | NYL Investors LLC | 35,267 | $4.76M | 1.3% | +3.7% | 0.007% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 753 | $106K | 0.0% | N/A | 0.000% | |
8/13/2025 | Wellspring Financial Advisors LLC | 3,363 | $454K | 0.0% | -2.7% | 0.001% | |
8/13/2025 | Fisher Asset Management LLC | 1,552 | $210K | 0.0% | -45.5% | 0.000% | |
8/13/2025 | Financial Freedom LLC | 3,522 | $476K | 0.3% | -36.3% | 0.001% | |
8/13/2025 | Virtue Capital Management LLC | 28,449 | $3.84M | 0.7% | N/A | 0.005% | |
8/13/2025 | Russell Investments Group Ltd. | 4,109 | $555K | 0.0% | +752.5% | 0.001% | |
8/12/2025 | North Star Asset Management Inc. | 8,783 | $1.19M | 0.1% | +45.6% | 0.002% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 718,201 | $96.99M | 6.3% | +5.2% | 0.136% | |
8/12/2025 | Rock Creek Group LP | 775,465 | $104.05M | 12.2% | -22.1% | 0.147% | |
8/12/2025 | Nemes Rush Group LLC | 10,922 | $1.48M | 0.2% | +17.7% | 0.002% | |
8/12/2025 | JPMorgan Chase & Co. | 1,523,530 | $205.74M | 0.0% | +11.8% | 0.288% | |
8/11/2025 | Heritage Wealth Advisors | 258,328 | $34.89M | 1.7% | -51.0% | 0.049% | |
8/11/2025 | Wealthspire Advisors LLC | 186,316 | $25.16M | 0.1% | +68.3% | 0.035% | |
8/11/2025 | Diversified Portfolios Inc. | 44,326 | $5.99M | 0.6% | +4.5% | 0.008% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 26,677 | $3.60M | 0.2% | +4.0% | 0.005% | |
8/11/2025 | Western Wealth Management LLC | 36,071 | $4.87M | 0.3% | +4.2% | 0.007% | |
8/8/2025 | Compass Financial Services Inc | 808 | $109K | 0.1% | N/A | 0.000% | |
8/8/2025 | King Wealth Management Group | 95,611 | $12.91M | 1.8% | -1.0% | 0.018% | |
8/7/2025 | Ibex Wealth Advisors | 6,042 | $816K | 0.1% | -45.2% | 0.001% | |
8/7/2025 | Rollins Financial Advisors LLC | 80,655 | $10.89M | 1.7% | -3.4% | 0.015% | |
8/6/2025 | AGF Management Ltd. | 19,775 | $2.67M | 0.0% | -4.4% | 0.004% | |
8/6/2025 | Golden State Wealth Management LLC | 4,912 | $663K | 0.1% | -3.0% | 0.001% | |
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8/6/2025 | Climber Capital SA | 35,252 | $4.76M | 2.8% | -0.7% | 0.007% | |
8/6/2025 | Atlantic Union Bankshares Corp | 5,555 | $750K | 0.0% | +226.8% | 0.001% | |
8/6/2025 | First Horizon Advisors Inc. | 4,243 | $573K | 0.0% | +4.0% | 0.001% | |
8/5/2025 | Crestwood Advisors Group LLC | 410,275 | $55.40M | 1.0% | +0.7% | 0.078% | |
8/5/2025 | Bank of New York Mellon Corp | 172,523 | $23.30M | 0.0% | +5.0% | 0.033% | |
8/5/2025 | Tsfg LLC | 45,974 | $6.21M | 1.1% | -0.8% | 0.009% | |
8/5/2025 | Westside Investment Management Inc. | 13,037 | $1.76M | 0.3% | +1.5% | 0.002% | |
8/5/2025 | TIAA Trust National Association | 22,696 | $3.07M | 0.0% | +3.1% | 0.004% | |
8/4/2025 | Roble Belko & Company Inc | 69,639 | $9.40M | 1.4% | +12.1% | 0.013% | |
8/4/2025 | Arkadios Wealth Advisors | 29,769 | $4.02M | 0.1% | +19.8% | 0.006% | |
8/1/2025 | Zhang Financial LLC | 878,592 | $118.65M | 5.5% | +18.9% | 0.167% | |
8/1/2025 | Rossby Financial LCC | 794 | $107K | 0.0% | +64.7% | 0.000% | |
8/1/2025 | GoalVest Advisory LLC | 1,894 | $256K | 0.1% | +257.4% | 0.000% | |
8/1/2025 | MorganRosel Wealth Management LLC | 63,844 | $8.62M | 2.3% | -6.1% | 0.012% | |
7/31/2025 | Sentinel Trust Co. LBA | 1,793,612 | $242.21M | 26.3% | -1.3% | 0.341% | |
7/31/2025 | BIP Wealth LLC | 15,640 | $2.11M | 0.1% | +0.7% | 0.003% | |
7/31/2025 | Curio Wealth LLC | 366 | $49K | 0.0% | +36,500.0% | 0.000% | |
7/31/2025 | MN Wealth Advisors LLC | 10,286 | $1.39M | 0.8% | -8.7% | 0.002% | |
7/30/2025 | Strategic Blueprint LLC | 27,418 | $3.70M | 0.2% | -4.9% | 0.005% | |
7/30/2025 | Cullen Frost Bankers Inc. | 2,656 | $359K | 0.0% | +64.8% | 0.001% | |
7/30/2025 | Whittier Trust Co. | 5,295 | $715K | 0.0% | +79.7% | 0.001% | |
7/30/2025 | Bogart Wealth LLC | 12,687 | $1.71M | 0.1% | +0.8% | 0.002% | |
7/29/2025 | Salomon & Ludwin LLC | 4,971 | $675K | 0.1% | -22.2% | 0.001% | |
7/29/2025 | Planned Solutions Inc. | 163,703 | $22.11M | 8.4% | +7.8% | 0.031% | |
7/28/2025 | Davidson Investment Advisors | 50,605 | $6.83M | 0.3% | -0.4% | 0.010% | |
7/28/2025 | Rosenberg Matthew Hamilton | 13,153 | $1.78M | 0.4% | -6.4% | 0.003% | |
7/28/2025 | Private Wealth Asset Management LLC | 75,424 | $10.19M | 1.4% | +9.5% | 0.014% | |
7/25/2025 | LRI Investments LLC | 1,636 | $221K | 0.0% | +30.9% | 0.000% | |
7/25/2025 | Gibson Capital LLC | 7,805 | $1.05M | 0.2% | +15.0% | 0.001% | |
7/25/2025 | Richardson Financial Services Inc. | 282 | $38K | 0.0% | N/A | 0.000% | |
7/24/2025 | Trust Co. of Toledo NA OH | 2,881 | $389K | 0.0% | +5.6% | 0.001% | |
7/24/2025 | First Fiduciary Investment Counsel Inc. | 2,391 | $323K | 0.1% | N/A | 0.000% | |
7/24/2025 | Mengis Capital Management Inc. | 2,926 | $395K | 0.1% | -8.7% | 0.001% | |
7/24/2025 | True Link Financial Advisors LLC | 1,059,177 | $143.03M | 9.9% | +10.3% | 0.201% | |
7/23/2025 | ETF Portfolio Partners Inc. | 71,580 | $9.67M | 2.7% | +4.0% | 0.014% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 4,157 | $561K | 0.0% | -2.6% | 0.001% | |
7/23/2025 | Regency Capital Management Inc. DE | 10,800 | $1.46M | 0.8% | +1.1% | 0.002% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 1,566,681 | $211.57M | 2.8% | -22.0% | 0.298% | |
7/22/2025 | Evensky & Katz LLC | 1,388,351 | $187.48M | 11.4% | -2.4% | 0.264% | |
7/22/2025 | Duncan Williams Asset Management LLC | 3,438 | $464K | 0.1% | N/A | 0.001% | |
7/22/2025 | Appleton Partners Inc. MA | 2,771 | $374K | 0.0% | -4.2% | 0.001% | |
7/22/2025 | Valeo Financial Advisors LLC | 14,557 | $1.97M | 0.0% | -0.8% | 0.003% | |
7/22/2025 | Kickstand Ventures LLC. | 3,438 | $464K | 0.1% | -10.0% | 0.001% | |
7/22/2025 | Bay Harbor Wealth Management LLC | 645 | $87K | 0.0% | -29.9% | 0.000% | |
7/21/2025 | Ameriflex Group Inc. | 956 | $128K | 0.1% | -46.8% | 0.000% | |
7/21/2025 | Capital & Planning LLC | 43,974 | $5.94M | 4.0% | -0.8% | 0.008% | |
7/21/2025 | OLD Second National Bank of Aurora | 2,402 | $324K | 0.1% | -3.6% | 0.000% | |
7/18/2025 | SOA Wealth Advisors LLC. | 535 | $72K | 0.0% | N/A | 0.000% | |
7/18/2025 | Forbes J M & Co. LLP | 56,957 | $7.69M | 0.7% | -1.9% | 0.011% | |
7/18/2025 | MJT & Associates Financial Advisory Group Inc. | 13,018 | $1.76M | 2.2% | N/A | 0.002% | |
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7/18/2025 | Parkside Investments LLC | 12,299 | $1.66M | 0.2% | -11.5% | 0.002% | |
7/17/2025 | Greenleaf Trust | 113,097 | $15.27M | 0.1% | -1.9% | 0.022% | |
7/17/2025 | Gleason Group Inc. | 146,884 | $19.84M | 2.1% | -0.4% | 0.028% | |
7/17/2025 | Janney Montgomery Scott LLC | 105,581 | $14.26M | 0.0% | -0.7% | 0.020% | |
7/17/2025 | Fifth Third Securities Inc. | 59,549 | $8.04M | 0.6% | +7.9% | 0.011% | |
7/16/2025 | ORG Partners LLC | 2,195 | $297K | 0.1% | +11.4% | 0.000% | |
7/15/2025 | TD Private Client Wealth LLC | 16,697 | $2.26M | 0.1% | -13.9% | 0.003% | |
7/15/2025 | Lynch & Associates IN | 57,057 | $7.71M | 1.6% | +0.7% | 0.011% | |
7/15/2025 | Cigna Investments Inc. New | 231,072 | $31.20M | 5.3% | -4.6% | 0.044% | |
7/15/2025 | Main Street Group LTD | 301 | $41K | 0.0% | +14,950.0% | 0.000% | |