5/2/2025 | Forum Financial Management LP | 1,563 | $399K | 0.0% | +34.4% | 0.004% | |
5/2/2025 | Fortis Group Advisors LLC | 29,270 | $7.48M | 1.5% | -2.7% | 0.068% | |
5/2/2025 | Kingsview Wealth Management LLC | 3,757 | $960K | 0.0% | -2.8% | 0.009% | |
5/2/2025 | Archvest Wealth Advisors Inc. | 2,249 | $575K | 0.5% | -9.4% | 0.005% | |
5/2/2025 | Dravo Bay LLC | 2,042 | $522K | 0.3% | -3.4% | 0.005% | |
5/2/2025 | Stevens Capital Partners | 12,376 | $3.16M | 1.5% | +23.0% | 0.029% | |
5/2/2025 | LMG Wealth Partners LLC | 44,811 | $11.45M | 2.6% | -0.3% | 0.105% | |
5/2/2025 | Cullen Frost Bankers Inc. | 16,142 | $4.13M | 0.1% | -0.5% | 0.038% | |
5/2/2025 | Larson Financial Group LLC | 14,546 | $3.72M | 0.2% | -5.0% | 0.034% | |
5/2/2025 | Wealthfront Advisers LLC | 9,287 | $2.37M | 0.0% | -17.0% | 0.022% | |
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5/2/2025 | Whittier Trust Co. of Nevada Inc. | 38,242 | $9.77M | 0.2% | +1.4% | 0.089% | |
5/2/2025 | Droms Strauss Advisors Inc. MO ADV | 59,576 | $15.22M | 5.2% | +40.0% | 0.139% | |
5/2/2025 | BluePointe Capital Management LLC | 2,260 | $577K | 0.2% | N/A | 0.005% | |
5/2/2025 | Grey Fox Wealth Advisors LLC | 10,519 | $2.69M | 0.7% | -0.7% | 0.025% | |
5/2/2025 | Dakota Wealth Management | 6,077 | $1.55M | 0.0% | -23.1% | 0.014% | |
5/2/2025 | Sigma Planning Corp | 6,350 | $1.62M | 0.1% | -10.5% | 0.015% | |
5/1/2025 | Rice Hall James & Associates LLC | 3,137 | $802K | 0.0% | -77.9% | 0.007% | |
5/1/2025 | Pointe Capital Management LLC | 3,443 | $880K | 0.5% | +3.6% | 0.008% | |
5/1/2025 | Oldfather Financial Services LLC | 25,803 | $6.59M | 2.5% | +0.5% | 0.060% | |
5/1/2025 | Cahaba Wealth Management Inc. | 2,340 | $598K | 0.0% | -5.1% | 0.005% | |
5/1/2025 | CWM LLC | 16,399 | $4.19M | 0.0% | -0.4% | 0.038% | |
5/1/2025 | Stephens Inc. AR | 100,146 | $25.59M | 0.4% | +0.0% | 0.234% | |
5/1/2025 | Platform Technology Partners | 1,969 | $503K | 0.1% | -30.9% | 0.005% | |
5/1/2025 | Curtis Advisory Group LLC | 1,198 | $306K | 0.1% | +8.8% | 0.003% | |
5/1/2025 | Realta Investment Advisors | 200 | $51K | 0.0% | -16.7% | 0.000% | |
5/1/2025 | SkyOak Wealth LLC | 2,355 | $602K | 0.1% | -6.3% | 0.006% | |
5/1/2025 | ARK & TLK Investments LLC | 2,332 | $596K | 0.2% | -2.7% | 0.005% | |
5/1/2025 | Riversedge Advisors LLC | 3,509 | $897K | 0.2% | +3.2% | 0.008% | |
5/1/2025 | Lane & Associates LLC | 8,049 | $2.06M | 1.1% | +5.8% | 0.019% | |
5/1/2025 | Fifth Third Securities Inc. | 10,174 | $2.60M | 0.2% | -0.7% | 0.024% | |
5/1/2025 | Marshall Financial Group Inc. ADV | 6,548 | $1.67M | 0.5% | -3.8% | 0.015% | |
5/1/2025 | Diversify Wealth Management LLC | 1,461 | $373K | 0.0% | -4.9% | 0.003% | |
5/1/2025 | Country Club Bank | 2,379 | $613K | 0.0% | -50.5% | 0.006% | |
5/1/2025 | Croban | 1,418 | $362K | 0.3% | N/A | 0.003% | |
4/30/2025 | Cerity Partners LLC | 64,911 | $16.59M | 0.0% | -0.7% | 0.152% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 134 | $34K | 0.0% | N/A | 0.000% | |
4/30/2025 | Rehmann Capital Advisory Group | 9,426 | $2.41M | 0.2% | +7.0% | 0.022% | |
4/30/2025 | Valeo Financial Advisors LLC | 4,596 | $1.17M | 0.0% | -10.2% | 0.011% | |
4/30/2025 | SilverOak Wealth Management LLC | 4,698 | $1.20M | 0.3% | -3.4% | 0.011% | |
4/30/2025 | M&T Bank Corp | 392,561 | $100.31M | 0.4% | -6.5% | 0.918% | |
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4/30/2025 | Stratos Wealth Partners LTD. | 10,954 | $2.80M | 0.0% | -19.0% | 0.026% | |
4/30/2025 | Stratos Wealth Advisors LLC | 1,664 | $425K | 0.0% | N/A | 0.004% | |
4/30/2025 | Stratos Investment Management LLC | 2,567 | $656K | 0.0% | -1.8% | 0.006% | |
4/30/2025 | Investment Partners LTD. | 8,401 | $2.15M | 0.9% | -3.2% | 0.020% | |
4/30/2025 | Brown Advisory Inc. | 117,482 | $30.02M | 0.0% | -30.8% | 0.275% | |
4/29/2025 | Centennial Bank AR | 357 | $91K | 0.0% | +43.4% | 0.001% | |
4/29/2025 | Financial Counselors Inc. | 12,708 | $3.25M | 0.0% | -2.7% | 0.030% | |
4/29/2025 | TD Private Client Wealth LLC | 4,691 | $1.20M | 0.0% | -18.0% | 0.011% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,081,092 | $276.25M | 0.1% | -2.1% | 2.529% | |
4/29/2025 | Fund Evaluation Group LLC | 32,658 | $8.35M | 0.4% | N/A | 0.076% | |
4/29/2025 | Concurrent Investment Advisors LLC | 1,206 | $308K | 0.0% | +6.3% | 0.003% | |
4/29/2025 | VAUGHAN & Co SECURITIES INC. | 69,671 | $17.80M | 11.0% | +2.1% | 0.163% | |
4/29/2025 | HM Payson & Co. | 2,050 | $524K | 0.0% | -20.1% | 0.005% | |
4/29/2025 | Bank of New York Mellon Corp | 266,749 | $68.16M | 0.0% | +7.4% | 0.624% | |
4/29/2025 | World Investment Advisors | 5,681 | $1.45M | 0.0% | -2.9% | 0.013% | |
4/29/2025 | Sonata Capital Group Inc. | 6,750 | $1.73M | 0.8% | -2.4% | 0.016% | |
4/29/2025 | Truist Financial Corp | 134,676 | $34.41M | 0.1% | -3.8% | 0.315% | |
4/29/2025 | Eukles Asset Management | 5,391 | $1.38M | 0.6% | -1.0% | 0.013% | |
4/29/2025 | Pacific Life Fund Advisors LLC | 98,107 | $25.07M | 2.8% | -3.0% | 0.229% | |
4/29/2025 | OneDigital Investment Advisors LLC | 3,563 | $910K | 0.0% | -6.5% | 0.008% | |
4/29/2025 | Avantax Planning Partners Inc. | 32,887 | $8.40M | 0.3% | +92.1% | 0.077% | |
4/29/2025 | Davidson Trust Co. | 3,095 | $791K | 0.4% | +2.2% | 0.007% | |
4/28/2025 | North Capital Inc. | 396 | $101K | 0.1% | N/A | 0.001% | |
4/28/2025 | D.A. Davidson & CO. | 494,554 | $126.37M | 1.0% | +3.6% | 1.157% | |
4/28/2025 | Principal Financial Group Inc. | 9,000 | $2.30M | 0.0% | +2.3% | 0.021% | |
4/28/2025 | Mutual Advisors LLC | 1,134 | $286K | 0.0% | -6.8% | 0.003% | |
4/28/2025 | Milestone Investment Advisors LLC | 457 | $117K | 0.0% | +161.1% | 0.001% | |
4/28/2025 | First Horizon Advisors Inc. | 51,760 | $13.23M | 0.4% | +6.2% | 0.121% | |
4/28/2025 | Strategic Financial Concepts LLC | 1,307 | $334K | 0.1% | +7.5% | 0.003% | |
4/28/2025 | Private Trust Co. NA | 1,082 | $276K | 0.0% | -18.5% | 0.003% | |
4/28/2025 | Instrumental Wealth LLC | 9,500 | $2.40M | 2.2% | N/A | 0.022% | |
4/28/2025 | Kanawha Capital Management LLC | 1,498 | $383K | 0.0% | +88.0% | 0.004% | |
4/28/2025 | Keybank National Association OH | 154,205 | $39.40M | 0.2% | +1.7% | 0.361% | |
4/28/2025 | Clear Creek Financial Management LLC | 4,166 | $1.07M | 0.1% | -1.0% | 0.010% | |
4/28/2025 | RKL Wealth Management LLC | 1,353 | $346K | 0.0% | -8.4% | 0.003% | |
4/25/2025 | Mather Group LLC. | 5,280 | $1.35M | 0.0% | +0.9% | 0.012% | |
4/25/2025 | CHURCHILL MANAGEMENT Corp | 1,422 | $363K | 0.0% | -99.8% | 0.003% | |
4/25/2025 | Insight Inv LLC | 143 | $37K | 0.0% | -24.3% | 0.000% | |
4/25/2025 | Ameritas Advisory Services LLC | 1,792 | $503K | 0.0% | -57.1% | 0.004% | |
4/25/2025 | William Howard & Co Financial Advisors Inc | 980 | $250K | 0.2% | -14.6% | 0.002% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 27,229 | $6.96M | 0.3% | -1.5% | 0.064% | |
4/25/2025 | McGuire Investment Group LLC | 1,658 | $424K | 0.1% | +6.6% | 0.004% | |
4/24/2025 | Golden State Wealth Management LLC | 10,977 | $2.81M | 0.4% | -0.9% | 0.026% | |
4/24/2025 | Confluence Wealth Services Inc. | 50,088 | $12.32M | 0.8% | +3.4% | 0.117% | |
4/24/2025 | Crescent Grove Advisors LLC | 14,429 | $3.69M | 0.4% | -5.9% | 0.034% | |
4/24/2025 | Tsfg LLC | 316 | $81K | 0.0% | -19.8% | 0.001% | |
4/24/2025 | Highland Capital Management LLC | 6,257 | $1.60M | 0.1% | -1.4% | 0.015% | |
4/24/2025 | Elevated Capital Advisors LLC | 2,918 | $746K | 0.2% | -1.6% | 0.007% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 8,440 | $2.16M | 0.0% | -2.3% | 0.020% | |
4/24/2025 | Park Place Capital Corp | 4,353 | $1.11M | 0.3% | -6.5% | 0.010% | |
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4/24/2025 | Falcon Wealth Planning | 1,250 | $319K | 0.0% | +19.6% | 0.003% | |
4/24/2025 | Tranquility Partners LLC | 4,755 | $1.22M | 0.5% | +6.0% | 0.011% | |
4/24/2025 | Primoris Wealth Advisors LLC | 21,298 | $5.44M | 4.2% | -2.2% | 0.050% | |
4/23/2025 | AMI Asset Management Corp | 3,197 | $817K | 0.0% | -16.5% | 0.007% | |
4/23/2025 | Sequoia Financial Advisors LLC | 7,143 | $1.83M | 0.0% | +213.4% | 0.017% | |
4/23/2025 | Perigon Wealth Management LLC | 2,744 | $701K | 0.0% | -12.4% | 0.006% | |
4/23/2025 | Alpine Bank Wealth Management | 1,623 | $415K | 0.1% | N/A | 0.004% | |
4/23/2025 | HBK Sorce Advisory LLC | 2,983 | $762K | 0.0% | -7.8% | 0.007% | |
4/23/2025 | Golden State Wealth Management LLC | 21,951 | $5.61M | 0.4% | +98.2% | 0.051% | |
4/23/2025 | Bessemer Group Inc. | 431 | $110K | 0.0% | -50.5% | 0.001% | |