7/11/2025 | Annex Advisory Services LLC | 6,215 | $862K | 0.0% | +57.3% | 0.004% | |
7/11/2025 | Prosperity Planning Inc. | 2,450 | $340K | 0.1% | -3.1% | 0.002% | |
7/11/2025 | Bond & Devick Financial Network Inc. | 1,560 | $216K | 0.1% | N/A | 0.001% | |
7/11/2025 | Farther Finance Advisors LLC | 2,689 | $373K | 0.0% | +74.6% | 0.002% | |
7/11/2025 | UMB Bank n.a. | 89,683 | $12.44M | 0.2% | -8.8% | 0.064% | |
7/11/2025 | Financial Advisory Corp | 757,092 | $104.99M | 16.1% | +2.9% | 0.541% | |
7/11/2025 | Thomasville National Bank | 11,755 | $1.63M | 0.1% | -8.9% | 0.008% | |
7/11/2025 | LongView Wealth Management | 3,223 | $447K | 0.1% | +11.1% | 0.002% | |
7/11/2025 | Diversified Trust Co | 5,283 | $733K | 0.0% | -6.6% | 0.004% | |
7/11/2025 | Luts & Greenleigh Group Inc. | 11,395 | $1.58M | 1.5% | +2.8% | 0.008% | |
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7/11/2025 | Kingstone Capital Partners Texas LLC | 14,565,376 | $2.02B | 0.3% | +744,932.0% | 10.400% | |
7/10/2025 | Perkins Coie Trust Co | 797 | $111K | 0.0% | -22.4% | 0.001% | |
7/10/2025 | Orgel Wealth Management LLC | 2,272 | $315K | 0.0% | -3.5% | 0.002% | |
7/10/2025 | Clare Market Investments LLC | 1,561 | $217K | 0.0% | N/A | 0.001% | |
7/10/2025 | Ryan Investment Management Inc. | 257 | $36K | 0.0% | N/A | 0.000% | |
7/10/2025 | Rockland Trust Co. | 5,271 | $731K | 0.0% | -4.9% | 0.004% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 2,894 | $401K | 0.1% | -6.7% | 0.002% | |
7/10/2025 | Weinberger Asset Management Inc | 33,752 | $4.68M | 1.8% | +2.2% | 0.024% | |
7/10/2025 | Bigelow Investment Advisors LLC | 1,450 | $201K | 0.1% | N/A | 0.001% | |
7/10/2025 | Fulton Bank N.A. | 7,471 | $1.04M | 0.0% | +19.3% | 0.005% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 118,392 | $16.57M | 0.0% | +1.9% | 0.085% | |
7/10/2025 | Wedmont Private Capital | 1,700 | $237K | 0.0% | N/A | 0.001% | |
7/10/2025 | Secure Asset Management LLC | 12,828 | $1.78M | 0.3% | N/A | 0.009% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 11,788 | $1.64M | 0.5% | +104.9% | 0.008% | |
7/10/2025 | KMG Fiduciary Partners LLC | 63,600 | $8.82M | 0.7% | +3.7% | 0.045% | |
7/10/2025 | Signal Advisors Wealth LLC | 3,523 | $489K | 0.0% | -16.2% | 0.003% | |
7/10/2025 | Focus Financial Network Inc. | 26,866 | $3.73M | 0.1% | +120.6% | 0.019% | |
7/9/2025 | Navigation Wealth Management Inc. | 1,774 | $246K | 0.4% | N/A | 0.001% | |
7/9/2025 | Procyon Advisors LLC | 13,530 | $1.88M | 0.2% | +11.2% | 0.010% | |
7/9/2025 | Lifelong Wealth Advisors Inc. | 11,851 | $1.64M | 0.5% | -8.2% | 0.008% | |
7/9/2025 | Balefire LLC | 1,783 | $247K | 0.1% | N/A | 0.001% | |
7/9/2025 | Berkshire Bank | 36,265 | $5.03M | 1.1% | -3.2% | 0.026% | |
7/9/2025 | Krilogy Financial LLC | 239,811 | $33.26M | 1.9% | +0.6% | 0.171% | |
7/9/2025 | Sterling Manor Financial LLC | 65,754 | $9.12M | 6.1% | -7.1% | 0.047% | |
7/9/2025 | WestHill Financial Advisors Inc. | 74,334 | $10.31M | 2.2% | +0.1% | 0.053% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 675 | $94K | 0.0% | -11.5% | 0.000% | |
7/9/2025 | WealthCare Investment Partners LLC | 4,541 | $636K | 0.2% | +2.0% | 0.003% | |
7/8/2025 | Strategic Advocates LLC | 13,654 | $1.89M | 0.6% | -0.7% | 0.010% | |
7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 1,683 | $233K | 0.1% | N/A | 0.001% | |
7/8/2025 | Granite Bay Wealth Management LLC | 1,500 | $208K | 0.1% | N/A | 0.001% | |
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7/8/2025 | Webster Bank N. A. | 524 | $73K | 0.0% | -15.8% | 0.000% | |
7/8/2025 | Canandaigua National Trust Co of Florida | 7,046 | $977K | 0.7% | +101.8% | 0.005% | |
7/8/2025 | Canandaigua National Bank & Trust Co. | 83,895 | $11.64M | 1.1% | +4.4% | 0.060% | |
7/8/2025 | Ballew Advisors Inc | 21,234 | $2.97M | 1.8% | +1.9% | 0.015% | |
7/8/2025 | NBC Securities Inc. | 8,556 | $1.19M | 0.1% | -4.3% | 0.006% | |
7/8/2025 | First International Bank & Trust | 1,514 | $210K | 0.1% | -65.3% | 0.001% | |
7/8/2025 | Parallel Advisors LLC | 11,036 | $1.53M | 0.0% | +13.9% | 0.008% | |
7/7/2025 | LWM Advisors Inc. | 32,272 | $4.48M | 4.3% | -0.2% | 0.023% | |
7/7/2025 | Accelerate Investment Advisors LLC | 1,588 | $220K | 0.2% | N/A | 0.001% | |
7/7/2025 | HMS Capital Management LLC | 31,757 | $4.40M | 2.0% | -25.2% | 0.023% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 128,703 | $17.85M | 4.5% | +10.2% | 0.092% | |
7/7/2025 | Global Wealth Strategies & Associates | 5,952 | $825K | 0.2% | -2.3% | 0.004% | |
7/7/2025 | Dominguez Wealth Management Solutions Inc. | 15,524 | $2.15M | 1.5% | +6.4% | 0.011% | |
7/7/2025 | LBJ Family Wealth Advisors Ltd. | 136,164 | $18.88M | 11.0% | +0.2% | 0.097% | |
7/7/2025 | Nova Wealth Management Inc. | 3,214 | $446K | 0.3% | +249.7% | 0.002% | |
7/7/2025 | Taylor & Morgan Wealth Management LLC | 10,857 | $1.51M | 1.0% | -0.9% | 0.008% | |
7/3/2025 | Trust Co of the South | 1,559 | $216K | 0.0% | N/A | 0.001% | |
7/2/2025 | Dentgroup LLC | 15,478 | $2.15M | 1.5% | -6.3% | 0.010% | |
7/1/2025 | Harbor Investment Advisory LLC | 34,362 | $4.77M | 0.4% | +86.2% | 0.022% | |
6/18/2025 | Voya Investment Management LLC | 68,843 | $8.09M | 0.0% | +543.0% | 0.050% | |
6/17/2025 | Howe & Rusling Inc. | 2,118 | $249K | 0.0% | +292.2% | 0.002% | |
5/29/2025 | Nova Wealth Management Inc. | 919 | $108K | 0.1% | +333.5% | 0.001% | |
5/29/2025 | Rhumbline Advisers | 3,185 | $374K | 0.0% | +36.1% | 0.002% | |
5/28/2025 | Jones Financial Companies Lllp | 4,861,523 | $571.86M | 0.5% | +7.1% | 3.501% | |
5/27/2025 | Advisors Capital Management LLC | 14,063 | $1.65M | 0.0% | +3.9% | 0.010% | |
5/21/2025 | McAdam LLC | 44,116 | $5.18M | 0.3% | -15.5% | 0.032% | |
5/20/2025 | Belpointe Asset Management LLC | 10,531 | $1.24M | 0.1% | +61.9% | 0.008% | |
5/20/2025 | Fortis Capital Advisors LLC | 7,160 | $841K | 0.2% | N/A | 0.005% | |
5/20/2025 | Focus Partners Wealth | 439,533 | $51.64M | 0.1% | +0.8% | 0.314% | |
5/20/2025 | Strive Asset Management LLC | 14,934 | $1.76M | 1.2% | -15.4% | 0.011% | |
5/20/2025 | Integrity Alliance LLC. | 8,183 | $961K | 0.0% | N/A | 0.006% | |
5/20/2025 | Glenview Trust co | 23,844 | $2.80M | 0.1% | -4.8% | 0.017% | |
5/19/2025 | SCS Capital Management LLC | 1,765 | $207K | 0.0% | N/A | 0.001% | |
5/17/2025 | Standard Family Office LLC | 3,300 | $388K | 0.5% | -42.9% | 0.002% | |
5/16/2025 | American Trust | 8,493 | $998K | 0.2% | -56.8% | 0.006% | |
5/16/2025 | Northeast Financial Consultants Inc | 6,731 | $791K | 0.0% | +6.3% | 0.005% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 7,235 | $850K | 0.0% | +4.7% | 0.005% | |
5/16/2025 | Goldman Sachs Group Inc. | 421,168 | $49.48M | 0.0% | -23.1% | 0.264% | |
5/16/2025 | Kestra Investment Management LLC | 1,553 | $182K | 0.0% | +10,253.3% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 4,707,054 | $552.95M | 0.5% | +3.7% | 3.361% | |
5/16/2025 | Tolleson Wealth Management Inc. | 26,836 | $3.15M | 0.6% | -5.6% | 0.019% | |
5/16/2025 | Rise Advisors LLC | 780 | $92K | 0.0% | N/A | 0.001% | |
5/16/2025 | Plancorp LLC | 4,762 | $559K | 0.0% | +161.6% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 63,441 | $7.45M | 0.0% | -4.8% | 0.045% | |
5/16/2025 | Integrated Wealth Concepts LLC | 23,523 | $2.76M | 0.0% | -5.6% | 0.017% | |
5/16/2025 | Investmark Advisory Group LLC | 5,821 | $684K | 0.3% | +1.5% | 0.004% | |
5/16/2025 | Greenline Partners LLC | 24,974 | $2.93M | 0.4% | +35,577.1% | 0.018% | |
5/16/2025 | Hancock Whitney Corp | 4,100 | $482K | 0.0% | +44.1% | 0.003% | |
5/16/2025 | Curi RMB Capital LLC | 111,913 | $13.15M | 0.3% | -6.5% | 0.080% | |
5/16/2025 | AQR Capital Management LLC | 2,868 | $337K | 0.0% | +59.9% | 0.002% | |
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5/16/2025 | AlTi Global Inc. | 10,624 | $1.25M | 0.0% | -4.4% | 0.008% | |
5/16/2025 | American Family Investments Inc. | 581,294 | $68.30M | 4.7% | +5.8% | 0.415% | |
5/16/2025 | Ancora Advisors LLC | 10,474 | $1.23M | 0.0% | -18.1% | 0.007% | |
5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 44,644 | $5.25M | 0.8% | +4.8% | 0.032% | |
5/15/2025 | EP Wealth Advisors LLC | 316,353 | $37.17M | 0.3% | +126.3% | 0.226% | |
5/15/2025 | Capital Investment Counsel LLC | 21,954 | $2.58M | 0.4% | -2.2% | 0.016% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 51,506 | $6.05M | 0.1% | -1.7% | 0.037% | |
5/15/2025 | Flputnam Investment Management Co. | 4,779 | $561K | 0.0% | +10.3% | 0.003% | |
5/15/2025 | Royal Bank of Canada | 666,801 | $78.34M | 0.0% | -18.8% | 0.476% | |
5/15/2025 | MAI Capital Management | 123,079 | $14.46M | 0.1% | -0.2% | 0.088% | |