5/16/2025 | Tolleson Wealth Management Inc. | 278,004 | $33.92M | 6.5% | +0.0% | 0.053% | |
5/16/2025 | NewEdge Advisors LLC | 193,026 | $23.55M | 0.1% | -0.3% | 0.037% | |
5/16/2025 | Integrated Wealth Concepts LLC | 206,619 | $25.21M | 0.3% | +5.3% | 0.040% | |
5/15/2025 | Cigna Investments Inc. New | 242,237 | $29.56M | 5.5% | +5.4% | 0.046% | |
5/15/2025 | Baird Financial Group Inc. | 158,281 | $19.31M | 0.0% | +6.6% | 0.030% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 3,142 | $383K | 0.0% | +19.3% | 0.001% | |
5/14/2025 | Allstate Corp | 1,227,566 | $149.78M | 4.4% | -5.3% | 0.235% | |
5/14/2025 | Ameriprise Financial Inc. | 1,923,454 | $234.67M | 0.1% | -5.5% | 0.368% | |
5/14/2025 | Summit Financial LLC | 145,964 | $17.81M | 0.5% | +47.8% | 0.028% | |
5/14/2025 | Partners Capital Investment Group LLP | 1,168,032 | $142.51M | 2.4% | +132.4% | 0.224% | |
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5/14/2025 | Dorsey & Whitney Trust CO LLC | 25,652 | $3.13M | 0.2% | N/A | 0.005% | |
5/14/2025 | Legacy Financial Advisors Inc. | 203,683 | $24.85M | 4.2% | -3.3% | 0.039% | |
5/14/2025 | Disciplina Capital Management LLC | 903,204 | $110.20M | 16.0% | +4.0% | 0.173% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 46,661 | $5.69M | 0.4% | +1.5% | 0.009% | |
5/13/2025 | Evensky & Katz LLC | 1,423,088 | $173.63M | 11.6% | +2.8% | 0.272% | |
5/13/2025 | Rock Creek Group LP | 995,414 | $121.58M | 14.1% | +6.7% | 0.191% | |
5/12/2025 | SouthState Corp | 12,375 | $1.51M | 0.1% | +1,547.8% | 0.002% | |
5/12/2025 | JPMorgan Chase & Co. | 1,362,967 | $166.30M | 0.0% | 0.0% | 0.257% | |
5/9/2025 | Atlantic Private Wealth LLC | 28,495 | $3.48M | 2.6% | N/A | 0.005% | |
5/9/2025 | Kickstand Ventures LLC. | 3,818 | $466K | 0.1% | N/A | 0.001% | |
5/8/2025 | TIAA Trust National Association | 22,019 | $2.69M | 0.0% | -6.9% | 0.004% | |
5/8/2025 | Heritage Wealth Advisors | 527,685 | $64.38M | 3.3% | -0.3% | 0.100% | |
5/8/2025 | King Wealth Management Group | 96,590 | $11.79M | 1.8% | -1.2% | 0.018% | |
5/8/2025 | Davis R M Inc. | 5,902 | $720K | 0.0% | -4.8% | 0.001% | |
5/8/2025 | Roble Belko & Company Inc | 62,117 | $7.58M | 1.2% | +0.2% | 0.012% | |
5/8/2025 | Arkadios Wealth Advisors | 24,846 | $3.03M | 0.1% | +127.1% | 0.005% | |
5/7/2025 | NYL Investors LLC | 33,994 | $4.15M | 0.3% | -9.6% | 0.006% | |
5/7/2025 | Vantage Financial Partners LLC | 437,222 | $53.35M | 13.3% | +0.4% | 0.083% | |
5/7/2025 | Nemes Rush Group LLC | 9,281 | $1.13M | 0.1% | +18.8% | 0.002% | |
5/7/2025 | FourThought Financial Partners LLC | 9,796 | $1.20M | 0.1% | -26.1% | 0.002% | |
5/7/2025 | BlueStem Wealth Partners LLC | 13,568 | $1.66M | 0.2% | +1.9% | 0.003% | |
5/7/2025 | Nvwm LLC | 1,735 | $212K | 0.1% | -31.6% | 0.000% | |
5/6/2025 | Forbes J M & Co. LLP | 58,058 | $7.08M | 0.7% | +0.6% | 0.011% | |
5/6/2025 | Regency Capital Management Inc. DE | 10,685 | $1.30M | 0.8% | +4.4% | 0.002% | |
5/6/2025 | Winch Advisory Services LLC | 412 | $50K | 0.0% | N/A | 0.000% | |
5/5/2025 | Crestwood Advisors Group LLC | 407,248 | $49.69M | 0.9% | +2.6% | 0.077% | |
5/5/2025 | Millstone Evans Group LLC | 1,305 | $159K | 0.1% | +50.2% | 0.000% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 4,838 | $590K | 0.1% | +8.3% | 0.001% | |
5/5/2025 | Atlantic Union Bankshares Corp | 1,700 | $207K | 0.0% | -5.6% | 0.000% | |
5/5/2025 | Hollencrest Capital Management | 57,062 | $6.96M | 0.3% | +6.4% | 0.011% | |
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5/2/2025 | Forte Capital LLC ADV | 6,538 | $798K | 0.1% | +95.4% | 0.001% | |
5/2/2025 | Graypoint LLC | 8,627 | $1.05M | 0.1% | +3.8% | 0.002% | |
5/2/2025 | Cable Hill Partners LLC | 9,034 | $1.09M | 0.1% | -35.2% | 0.002% | |
5/2/2025 | Whittier Trust Co. | 2,947 | $360K | 0.0% | -3.7% | 0.001% | |
5/2/2025 | Graybill Wealth Management LTD. | 853 | $104K | 0.0% | N/A | 0.000% | |
5/2/2025 | Pioneer Trust Bank N A OR | 11,750 | $1.43M | 0.4% | -0.7% | 0.002% | |
5/1/2025 | Schechter Investment Advisors LLC | 15,184 | $1.85M | 0.2% | +63.6% | 0.003% | |
5/1/2025 | Sentinel Trust Co. LBA | 1,817,069 | $221.70M | 26.2% | +0.6% | 0.343% | |
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 | 4.0% | -10.4% | 0.008% | |
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% | |
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% | |
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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% | |