5/1/2025 | Fifth Third Securities Inc. | 55,179 | $6.73M | 0.6% | -1.4% | 0.010% | |
4/30/2025 | Correct Capital Wealth Management | 22,734 | $2.77M | 0.4% | +3.4% | 0.004% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 3,591 | $438K | 0.1% | N/A | 0.001% | |
4/30/2025 | Cornerstone Planning Group LLC | 384 | $45K | 0.0% | +611.1% | 0.000% | |
4/30/2025 | Financial Symmetry Inc | 2,134 | $260K | 0.2% | N/A | 0.000% | |
4/30/2025 | Greenleaf Trust | 115,327 | $14.07M | 0.1% | -0.2% | 0.022% | |
4/30/2025 | 49 Wealth Management LLC | 2,448 | $299K | 0.0% | N/A | 0.000% | |
4/30/2025 | Davidson Investment Advisors | 50,816 | $6.20M | 0.3% | +5.3% | 0.010% | |
4/29/2025 | TD Private Client Wealth LLC | 19,384 | $2.37M | 0.1% | +17.6% | 0.004% | |
4/29/2025 | Capital Planning LLC | 44,344 | $5.41M | 1.5% | -10.4% | 0.008% | |
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4/29/2025 | Bank of New York Mellon Corp | 164,324 | $20.05M | 0.0% | -7.8% | 0.031% | |
4/29/2025 | Wayfinding Financial LLC | 1,208 | $147K | 0.1% | N/A | 0.000% | |
4/29/2025 | von Borstel & Associates Inc. | 456 | $55K | 0.0% | N/A | 0.000% | |
4/29/2025 | Columbia River Financial Group LLC | 367 | $44K | 0.0% | N/A | 0.000% | |
4/29/2025 | Strategic Blueprint LLC | 28,824 | $3.52M | 0.2% | +192.4% | 0.005% | |
4/28/2025 | Rosenberg Matthew Hamilton | 14,059 | $1.72M | 0.4% | -3.3% | 0.003% | |
4/28/2025 | First Horizon Advisors Inc. | 4,079 | $498K | 0.0% | -10.2% | 0.001% | |
4/28/2025 | Arlington Trust Co LLC | 4,975 | $607K | 0.1% | +46.5% | 0.001% | |
4/28/2025 | Rossby Financial LCC | 482 | $58K | 0.0% | N/A | 0.000% | |
4/28/2025 | Salomon & Ludwin LLC | 6,393 | $780K | 0.1% | +23.1% | 0.001% | |
4/25/2025 | Westside Investment Management Inc. | 12,845 | $1.57M | 0.3% | -5.3% | 0.002% | |
4/25/2025 | MorganRosel Wealth Management LLC | 67,984 | $8.30M | 2.5% | -0.2% | 0.013% | |
4/24/2025 | Golden State Wealth Management LLC | 5,062 | $618K | 0.1% | -1.9% | 0.001% | |
4/24/2025 | Sunbelt Securities Inc. | 25,528 | $3.12M | 0.3% | -29.7% | 0.005% | |
4/24/2025 | Crescent Grove Advisors LLC | 93,360 | $11.39M | 1.2% | -7.8% | 0.018% | |
4/24/2025 | Tsfg LLC | 46,341 | $5.65M | 1.2% | +0.7% | 0.009% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 682,543 | $83.28M | 6.0% | -0.3% | 0.129% | |
4/24/2025 | Klaas Financial Asset Advisors LLC | 1,186,328 | $144.74M | 25.0% | 0.0% | 0.224% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 6,749 | $823K | 0.0% | -5.9% | 0.001% | |
4/24/2025 | Transcend Capital Advisors LLC | 8,587 | $1.05M | 0.1% | +18.4% | 0.002% | |
4/23/2025 | Western Wealth Management LLC | 34,629 | $4.23M | 0.3% | -0.8% | 0.007% | |
4/23/2025 | Pinnacle Bancorp Inc. | 1,498 | $183K | 0.1% | +17.9% | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 10,119 | $1.24M | 0.1% | +96.1% | 0.002% | |
4/23/2025 | Bessemer Group Inc. | 28,165 | $3.44M | 0.0% | -0.4% | 0.005% | |
4/22/2025 | Diversified Portfolios Inc. | 42,397 | $5.17M | 0.5% | +31.0% | 0.008% | |
4/22/2025 | Tanglewood Legacy Advisors LLC | 10,312 | $1.26M | 0.6% | +2.1% | 0.002% | |
4/22/2025 | VERITY Wealth Advisors | 4,282 | $522K | 0.4% | -2.9% | 0.001% | |
4/22/2025 | Appleton Partners Inc. MA | 2,891 | $353K | 0.0% | N/A | 0.001% | |
4/21/2025 | ORG Partners LLC | 1,970 | $241K | 0.1% | -97.8% | 0.000% | |
4/21/2025 | True Link Financial Advisors LLC | 960,247 | $117.16M | 8.7% | +3.3% | 0.181% | |
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4/21/2025 | OLD Second National Bank of Aurora | 2,492 | $304K | 0.1% | +18.8% | 0.000% | |
4/21/2025 | Norris Perne & French LLP MI | 3,265 | $398K | 0.0% | -21.7% | 0.001% | |
4/21/2025 | ORG Wealth Partners LLC | 301 | $37K | 0.0% | N/A | 0.000% | |
4/21/2025 | Heartwood Wealth Advisors LLC | 2,761 | $337K | 0.0% | -8.1% | 0.001% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 4,269 | $521K | 0.0% | -18.7% | 0.001% | |
4/21/2025 | Essex Savings Bank | 16,830 | $2.05M | 0.5% | +9.2% | 0.003% | |
4/21/2025 | MN Wealth Advisors LLC | 11,266 | $1.38M | 0.8% | +37.6% | 0.002% | |
4/18/2025 | GSB Wealth Management LLC | 16,646 | $2.03M | 0.5% | +2.2% | 0.003% | |
4/17/2025 | Lynch & Associates IN | 56,649 | $6.91M | 1.5% | +2.3% | 0.011% | |
4/17/2025 | Vicus Capital | 4,966 | $606K | 0.1% | -25.4% | 0.001% | |
4/17/2025 | Montecito Bank & Trust | 33,082 | $4.04M | 0.7% | +6.8% | 0.007% | |
4/17/2025 | Janney Montgomery Scott LLC | 106,308 | $12.97M | 0.0% | +0.2% | 0.021% | |
4/16/2025 | Farmers & Merchants Investments Inc. | 16,975 | $2.07M | 0.1% | +1.3% | 0.003% | |
4/16/2025 | Parkside Investments LLC | 13,894 | $1.70M | 0.2% | -5.9% | 0.003% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 2,567 | $313K | 0.0% | +303.6% | 0.001% | |
4/15/2025 | Zhang Financial LLC | 738,789 | $90.14M | 4.8% | +11.2% | 0.146% | |
4/15/2025 | Magnolia Private Wealth LLC | 17,020 | $2.08M | 1.2% | -2.5% | 0.003% | |
4/15/2025 | CX Institutional | 4,019 | $490K | 0.0% | N/A | 0.001% | |
4/15/2025 | Gibson Capital LLC | 6,786 | $828K | 0.2% | +18.5% | 0.001% | |
4/15/2025 | Sanibel Captiva Trust Company Inc. | 4,932 | $602K | 0.0% | +9.4% | 0.001% | |
4/15/2025 | Ibex Wealth Advisors | 11,031 | $1.35M | 0.2% | -9.0% | 0.002% | |
4/14/2025 | Farther Finance Advisors LLC | 42,279 | $5.18M | 0.1% | +9.7% | 0.008% | |
4/14/2025 | Hickory Point Bank & Trust | 141,150 | $17.22M | 15.1% | -1.3% | 0.028% | |
4/14/2025 | Clean Yield Group | 497 | $61K | 0.0% | N/A | 0.000% | |
4/14/2025 | Regent Peak Wealth Advisors LLC | 96,312 | $11.75M | 2.7% | -4.1% | 0.019% | |
4/11/2025 | Gleason Group Inc. | 147,484 | $18.00M | 3.3% | -3.0% | 0.029% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 432 | $53K | 0.0% | -38.9% | 0.000% | |
4/10/2025 | Financial Management Professionals Inc. | 21,909 | $2.67M | 0.3% | N/A | 0.004% | |
4/9/2025 | Planned Solutions Inc. | 151,829 | $18.53M | 7.5% | +2.5% | 0.030% | |
4/9/2025 | ETF Portfolio Partners Inc. | 68,803 | $8.40M | 2.5% | +4.5% | 0.014% | |
4/9/2025 | ST Germain D J Co. Inc. | 858 | $105K | 0.0% | +575.6% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 2,178 | $265K | 0.0% | +108,800.0% | 0.000% | |
4/9/2025 | Fiduciary Alliance LLC | 22,685 | $2.77M | 0.3% | +1.2% | 0.004% | |
4/8/2025 | Rothschild Investment LLC | 2,201 | $269K | 0.0% | -13.8% | 0.000% | |
4/8/2025 | Parallel Advisors LLC | 2,560,483 | $312.40M | 6.7% | -0.4% | 0.505% | |
4/7/2025 | GAMMA Investing LLC | 482,550 | $58.88M | 0.0% | +12,104.1% | 0.095% | |
3/6/2025 | Copia Wealth Management | 450 | $58K | 0.1% | N/A | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 2,042 | $270K | 0.1% | N/A | 0.000% | |
2/22/2025 | American Trust | 8,583 | $1.10M | 0.1% | N/A | 0.002% | |
2/18/2025 | Sunbelt Securities Inc. | 36,303 | $4.69M | 0.4% | -3.2% | 0.008% | |
2/18/2025 | Fourth Dimension Wealth LLC | 265 | $34K | 0.0% | N/A | 0.000% | |
2/18/2025 | Continuum Advisory LLC | 2,832 | $364K | 0.0% | -37.6% | 0.001% | |
2/17/2025 | Yale University | 6,164 | $793K | 97.3% | -4.6% | 0.001% | |
2/17/2025 | Tolleson Wealth Management Inc. | 277,917 | $35.75M | 7.3% | -3.2% | 0.059% | |
2/17/2025 | Sentinus LLC | 3,279 | $422K | 0.1% | -87.6% | 0.001% | |
2/17/2025 | Evensky & Katz LLC | 1,384,562 | $178.08M | 11.7% | +4.2% | 0.294% | |
2/17/2025 | Fairview Capital Investment Management LLC | 50,035 | $6.44M | 0.3% | -1.8% | 0.011% | |
2/17/2025 | Colonial Trust Co SC | 2,433 | $313K | 0.0% | +16.2% | 0.001% | |
2/17/2025 | BOKF NA | 23,662 | $3.02M | 0.1% | +134.9% | 0.005% | |
2/17/2025 | Captrust Financial Advisors | 272,008 | $34.99M | 0.1% | -0.4% | 0.058% | |
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2/17/2025 | Baird Financial Group Inc. | 148,463 | $19.10M | 0.0% | +6.4% | 0.032% | |
2/17/2025 | BIP Wealth LLC | 15,528 | $2.00M | 0.1% | -1.3% | 0.003% | |
2/17/2025 | Ameriprise Financial Inc. | 2,034,601 | $261.70M | 0.1% | +6.4% | 0.432% | |
2/14/2025 | Headland Capital LLC | 2,620 | $337K | 0.1% | N/A | 0.001% | |
2/14/2025 | Tudor Investment Corp ET AL | 18,175 | $2.34M | 0.0% | -77.8% | 0.004% | |
2/14/2025 | Stonebridge Capital Advisors LLC | 1,596 | $205K | 0.0% | N/A | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 196,216 | $25.24M | 0.3% | -13.2% | 0.042% | |
2/14/2025 | IHT Wealth Management LLC | 19,261 | $2.48M | 0.1% | -7.6% | 0.004% | |
2/14/2025 | Alexis Investment Partners LLC | 578 | $74K | 0.0% | N/A | 0.000% | |
2/13/2025 | Foster Dykema Cabot & Partners LLC | 716 | $92K | 0.0% | +100.6% | 0.000% | |