7/11/2025 | Annex Advisory Services LLC | 1,782 | $605K | 0.0% | -62.9% | 0.001% | |
7/11/2025 | Sprinkle Financial Consultants LLC | 1,788 | $607K | 0.4% | -2.9% | 0.001% | |
7/11/2025 | Ullmann Wealth Partners Group LLC | 8,936 | $3.04M | 0.4% | +70.7% | 0.007% | |
7/11/2025 | BTC Capital Management Inc. | 71,519 | $24.29M | 2.0% | +1.7% | 0.059% | |
7/11/2025 | Ridgeline Wealth LLC | 1,516 | $515K | 0.4% | -2.6% | 0.001% | |
7/11/2025 | Farther Finance Advisors LLC | 8,042 | $2.73M | 0.1% | +3.3% | 0.007% | |
7/11/2025 | Silver Oak Securities Incorporated | 5,063 | $1.72M | 0.1% | +4,119.2% | 0.004% | |
7/11/2025 | Harbour Capital Advisors LLC | 11,980 | $4.09M | 0.9% | -5.9% | 0.010% | |
7/11/2025 | UMB Bank n.a. | 51,261 | $17.41M | 0.3% | +0.7% | 0.043% | |
7/11/2025 | Andrews Lucia Wealth Management LLC | 4,641 | $1.58M | 1.0% | -18.5% | 0.004% | |
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7/11/2025 | Shelton Wealth Management LLC | 15,524 | $5.27M | 2.5% | -5.7% | 0.013% | |
7/11/2025 | My Legacy Advisors LLC | 657 | $226K | 0.1% | N/A | 0.001% | |
7/11/2025 | Rockwood Wealth Management LLC | 3,753 | $1.27M | 0.1% | -9.6% | 0.003% | |
7/11/2025 | LongView Wealth Management | 1,253 | $426K | 0.1% | -20.5% | 0.001% | |
7/11/2025 | SeaCrest Wealth Management LLC | 1,611 | $547K | 0.1% | -4.3% | 0.001% | |
7/11/2025 | Diversified Trust Co | 17,927 | $6.09M | 0.1% | +87.5% | 0.015% | |
7/11/2025 | Elk River Wealth Management LLC | 12,515 | $4.25M | 0.7% | -0.4% | 0.010% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 1,214,071 | $412.26M | 0.1% | N/A | 1.007% | |
7/11/2025 | MKD Wealth Coaches LLC | 10,825 | $3.68M | 3.9% | -4.1% | 0.009% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 143 | $49K | 0.0% | N/A | 0.000% | |
7/10/2025 | Oldfather Financial Services LLC | 3,042 | $1.03M | 0.4% | +9.6% | 0.003% | |
7/10/2025 | Trust Point Inc. | 56,664 | $19.24M | 1.8% | -6.1% | 0.047% | |
7/10/2025 | YHB Investment Advisors Inc. | 43,104 | $14.64M | 1.1% | +5.5% | 0.036% | |
7/10/2025 | Ferguson Wellman Capital Management Inc. | 7,527 | $2.56M | 0.0% | -4.2% | 0.006% | |
7/10/2025 | Fulton Bank N.A. | 1,995 | $677K | 0.0% | -2.4% | 0.002% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 6,675 | $2.29M | 0.1% | +7.4% | 0.006% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 542,758 | $186.56M | 0.3% | +60.7% | 0.450% | |
7/10/2025 | Atticus Wealth Management LLC | 158 | $54K | 0.0% | N/A | 0.000% | |
7/10/2025 | Wedmont Private Capital | 4,828 | $1.66M | 0.1% | +10.1% | 0.004% | |
7/10/2025 | American Financial Advisors LLC | 117,260 | $39.82M | 5.6% | -2.0% | 0.097% | |
7/10/2025 | Focus Financial Network Inc. | 4,703 | $1.60M | 0.1% | +55.5% | 0.004% | |
7/9/2025 | Procyon Advisors LLC | 4,827 | $1.64M | 0.2% | +10.7% | 0.004% | |
7/9/2025 | Graves Light Lenhart Wealth Inc. | 33,857 | $11.50M | 1.4% | -0.6% | 0.028% | |
7/9/2025 | Pallas Capital Advisors LLC | 724 | $246K | 0.0% | -5.6% | 0.001% | |
7/9/2025 | Thrive Wealth Management LLC | 876 | $297K | 0.0% | -14.0% | 0.001% | |
7/9/2025 | Breakwater Capital Group | 17,497 | $5.94M | 1.0% | +10.9% | 0.015% | |
7/9/2025 | Fragasso Financial Advisors Inc | 8,112 | $2.75M | 0.2% | +164.1% | 0.007% | |
7/9/2025 | Parkside Advisors LLC | 221,192 | $75.11M | 16.5% | -1.7% | 0.183% | |
7/9/2025 | Brand Asset Management Group Inc. | 7,331 | $2.49M | 0.9% | -0.6% | 0.006% | |
7/9/2025 | Westmount Partners LLC | 4,819 | $1.64M | 0.5% | +31.2% | 0.004% | |
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7/9/2025 | Beacon Financial Group | 8,844 | $3.00M | 0.3% | -4.7% | 0.007% | |
7/9/2025 | ACT Wealth Management LLC | 76,847 | $26.10M | 11.0% | +4.0% | 0.064% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 2,718 | $923K | 0.0% | -10.0% | 0.002% | |
7/8/2025 | Lpwm LLC | 1,798 | $611K | 0.2% | +10.1% | 0.001% | |
7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 2,866 | $973K | 0.3% | -2.6% | 0.002% | |
7/8/2025 | Corepath Wealth Partners LLC | 3,698 | $1.27M | 1.1% | +97.2% | 0.003% | |
7/8/2025 | Avity Investment Management Inc. | 2,764 | $939K | 0.1% | -18.5% | 0.002% | |
7/8/2025 | Advance Capital Management Inc. | 35,283 | $11.98M | 0.5% | +0.8% | 0.029% | |
7/8/2025 | RMR Wealth Builders | 2,747 | $933K | 0.1% | +172.8% | 0.002% | |
7/8/2025 | Goldstone Financial Group LLC | 750 | $258K | 0.0% | N/A | 0.001% | |
7/8/2025 | Apella Capital LLC | 13,035 | $4.45M | 0.1% | +1.0% | 0.011% | |
7/8/2025 | Legacy Private Trust Co. | 3,264 | $1.11M | 0.1% | -7.6% | 0.003% | |
7/7/2025 | St. Clair Advisors LLC | 12,789 | $4.34M | 1.1% | -19.1% | 0.011% | |
7/7/2025 | Accelerate Investment Advisors LLC | 1,973 | $670K | 0.5% | +11.2% | 0.002% | |
7/7/2025 | Capital Asset Advisory Services LLC | 4,764 | $1.62M | 0.1% | +23.5% | 0.004% | |
7/7/2025 | Centurion Wealth Management LLC | 872 | $296K | 0.1% | N/A | 0.001% | |
7/3/2025 | Garde Capital Inc. | 25,078 | $8.52M | 0.4% | -0.2% | 0.020% | |
7/3/2025 | Fiduciary Financial Group LLC | 8,319 | $2.82M | 0.5% | -0.5% | 0.007% | |
7/1/2025 | Harbor Investment Advisory LLC | 13,071 | $4.44M | 0.4% | -2.7% | 0.011% | |
7/1/2025 | Kera Capital Partners Inc. | 8,928 | $3.03M | 0.6% | +217.2% | 0.007% | |
6/6/2025 | eCIO Inc. | 118 | $36K | 0.0% | N/A | 0.000% | |
6/6/2025 | Blue Oak Capital LLC | 669 | $205K | 0.1% | -64.9% | 0.001% | |
6/4/2025 | First Hawaiian Bank | 35,746 | $10.97M | 0.5% | +53.7% | 0.029% | |
6/2/2025 | Modern Wealth Management LLC | 2,280 | $699K | 0.0% | +69.5% | 0.002% | |
5/29/2025 | Plum Street Advisors LLC | 9,487 | $2.91M | 1.4% | -3.1% | 0.008% | |
5/28/2025 | Jones Financial Companies Lllp | 10,240,732 | $3.12B | 2.8% | +5.1% | 8.249% | |
5/28/2025 | Intrua Financial LLC | 13,289 | $4.08M | 0.6% | -4.9% | 0.011% | |
5/27/2025 | Advisors Capital Management LLC | 4,076 | $1.25M | 0.0% | -5.6% | 0.003% | |
5/22/2025 | Rollins Financial Advisors LLC | 713 | $219K | 0.0% | -8.5% | 0.001% | |
5/22/2025 | WBI Investments LLC | 661 | $203K | 0.1% | N/A | 0.001% | |
5/21/2025 | MBL Wealth LLC | 819 | $251K | 0.0% | +8.2% | 0.001% | |
5/21/2025 | McAdam LLC | 948 | $291K | 0.0% | -16.8% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,304 | $400K | 0.0% | -7.4% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 4,976 | $1.53M | 0.1% | +39.4% | 0.004% | |
5/20/2025 | Focus Partners Wealth | 917,585 | $281.46M | 0.7% | -0.1% | 0.739% | |
5/20/2025 | Flaharty Asset Management LLC | 3,443 | $1.06M | 0.2% | -2.4% | 0.003% | |
5/20/2025 | Integrity Alliance LLC. | 984 | $302K | 0.0% | N/A | 0.001% | |
5/20/2025 | Glenview Trust co | 39,111 | $12.00M | 0.2% | -5.9% | 0.032% | |
5/20/2025 | Aspen Investment Management Inc | 3,542 | $1.09M | 0.5% | +51.2% | 0.003% | |
5/19/2025 | SageView Advisory Group LLC | 769 | $236K | 0.0% | +6.4% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 821 | $252K | 0.0% | -4.9% | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 47,167 | $14.47M | 0.2% | N/A | 0.038% | |
5/16/2025 | Ascent Group LLC | 11,533 | $3.54M | 0.2% | +66.7% | 0.009% | |
5/16/2025 | Coppell Advisory Solutions LLC | 1,534 | $471K | 0.0% | +291.3% | 0.001% | |
5/16/2025 | Arete Wealth Advisors LLC | 1,351 | $415K | 0.0% | +6.5% | 0.001% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 16,313 | $5.00M | 0.2% | +57.9% | 0.013% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,880,906 | $576.95M | 0.1% | +2.8% | 1.537% | |
5/16/2025 | Jones Financial Companies Lllp | 10,212,592 | $3.12B | 2.8% | +4.8% | 8.226% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 654 | $201K | 0.1% | N/A | 0.001% | |
5/16/2025 | Plancorp LLC | 12,502 | $3.84M | 0.2% | +17.1% | 0.010% | |
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5/16/2025 | NewEdge Advisors LLC | 122,170 | $37.47M | 0.2% | -2.3% | 0.098% | |
5/16/2025 | Millennium Management LLC | 127,480 | $39.10M | 0.0% | -94.9% | 0.103% | |
5/16/2025 | Integrated Wealth Concepts LLC | 69,728 | $21.39M | 0.2% | +18.4% | 0.056% | |
5/16/2025 | Hancock Whitney Corp | 5,956 | $1.83M | 0.1% | -14.9% | 0.005% | |
5/16/2025 | Curi RMB Capital LLC | 38,545 | $11.82M | 0.3% | -15.2% | 0.031% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 750 | $230K | 0.0% | +26.7% | 0.001% | |
5/16/2025 | AQR Capital Management LLC | 121,527 | $37.28M | 0.0% | +86.8% | 0.098% | |
5/16/2025 | Atalanta Sosnoff Capital LLC | 4,556 | $1.40M | 0.0% | -76.1% | 0.004% | |
5/16/2025 | AlTi Global Inc. | 42,882 | $13.15M | 0.3% | -2.1% | 0.035% | |
5/16/2025 | Amundi | 390 | $119K | 0.0% | -54.6% | 0.000% | |