5/2/2025 | Asset Advisors Investment Management LLC | 237,364 | $6.02M | 0.6% | -2.7% | 0.647% | |
5/1/2025 | Berkeley Inc | 39,634 | $1.01M | 0.5% | -23.3% | 0.108% | |
5/1/2025 | Acorn Wealth Advisors LLC | 19,315 | $490K | 0.2% | -3.9% | 0.053% | |
4/29/2025 | Olde Wealth Management LLC | 2,234 | $56K | 0.0% | N/A | 0.006% | |
4/28/2025 | Mutual Advisors LLC | 153,423 | $3.99M | 0.1% | +318.1% | 0.418% | |
4/28/2025 | Red Mountain Financial LLC | 127,107 | $3.23M | 3.9% | +1.2% | 0.346% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 9,911 | $257K | 0.1% | +5.6% | 0.027% | |
4/25/2025 | IRON Financial LLC | 238,910 | $6.06M | 3.4% | +12.8% | 0.651% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 36,846 | $935K | 0.0% | +4.0% | 0.100% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 8,126 | $206K | 0.0% | N/A | 0.022% | |
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4/24/2025 | First Merchants Corp | 164,908 | $4.19M | 0.2% | -6.2% | 0.449% | |
4/23/2025 | Embree Financial Group | 45,943 | $1.17M | 0.2% | -1.4% | 0.125% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 71,776 | $1.82M | 0.0% | -1.2% | 0.196% | |
4/22/2025 | FSC Wealth Advisors LLC | 14,759 | $375K | 0.2% | +156.1% | 0.040% | |
4/21/2025 | Martin Worley Group | 170,475 | $4.33M | 2.5% | +0.9% | 0.465% | |
4/21/2025 | LongView Wealth Management | 156,793 | $3.98M | 1.2% | +3.2% | 0.427% | |
4/18/2025 | Tennessee Valley Asset Management Partners | 9,310 | $236K | 0.0% | N/A | 0.025% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 139,000 | $3.53M | 0.1% | +4.1% | 0.379% | |
4/17/2025 | Janney Montgomery Scott LLC | 11,860 | $301K | 0.0% | N/A | 0.032% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 63,575 | $1.61M | 0.0% | +9.4% | 0.173% | |
4/16/2025 | Noble Family Wealth LLC | 78,064 | $1.98M | 0.5% | +4.3% | 0.213% | |
4/16/2025 | CVA Family Office LLC | 8,469 | $215K | 0.0% | -58.7% | 0.023% | |
4/16/2025 | West Oak Capital LLC | 1,470 | $37K | 0.0% | -97.2% | 0.004% | |
4/15/2025 | Fifth Third Bancorp | 1,034 | $26K | 0.0% | N/A | 0.003% | |
4/14/2025 | Bruce G. Allen Investments LLC | 9,292 | $236K | 0.2% | +8.2% | 0.026% | |
4/10/2025 | Charles Schwab Trust Co | 220,506 | $5.60M | 0.5% | +16.0% | 0.611% | |
4/8/2025 | Myecfo LLC | 24,259 | $616K | 0.3% | +15.7% | 0.067% | |
3/28/2025 | Berkeley Inc | 51,664 | $1.19M | 0.6% | -49.8% | 0.154% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 58,115 | $1.34M | 0.0% | +7.2% | 0.173% | |
2/19/2025 | Invst LLC | 10,263 | $237K | 0.0% | N/A | 0.032% | |
2/17/2025 | Waverly Advisors LLC | 82,936 | $1.92M | 0.0% | -23.6% | 0.256% | |
2/17/2025 | CoreCap Advisors LLC | 4,579 | $106K | 0.0% | -25.5% | 0.014% | |
2/17/2025 | Cresset Asset Management LLC | 1,882,097 | $43.51M | 0.2% | -5.0% | 5.809% | |
2/17/2025 | Cetera Investment Advisers | 181,654 | $4.20M | 0.0% | +737.3% | 0.561% | |
2/17/2025 | Cahill Financial Advisors Inc. | 63,581 | $1.47M | 0.2% | +11.9% | 0.196% | |
2/17/2025 | Bank of America Corp DE | 135,982 | $3.14M | 0.0% | +33.0% | 0.420% | |
2/17/2025 | Accredited Wealth Management LLC | 5,222 | $121K | 0.1% | N/A | 0.016% | |
2/14/2025 | LGT Financial Advisors LLC | 1,607 | $37K | 0.1% | N/A | 0.005% | |
2/14/2025 | Jane Street Group LLC | 332,900 | $7.70M | 0.0% | +305.6% | 1.027% | |
2/14/2025 | Comerica Bank | 2,517 | $58K | 0.0% | +25.4% | 0.008% | |
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2/14/2025 | Two Sigma Securities LLC | 12,667 | $293K | 0.0% | N/A | 0.039% | |
2/14/2025 | Integrated Wealth Concepts LLC | 118,510 | $2.74M | 0.0% | +22.1% | 0.366% | |
2/14/2025 | Stifel Financial Corp | 187,069 | $4.33M | 0.0% | -0.4% | 0.577% | |
2/14/2025 | Tradition Wealth Management LLC | 12,681 | $293K | 0.0% | +8.6% | 0.039% | |
2/14/2025 | MML Investors Services LLC | 82,583 | $1.91M | 0.0% | +21.4% | 0.255% | |
2/13/2025 | Strategic Investment Solutions Inc. IL | 32,824 | $775K | 0.3% | +172.7% | 0.101% | |
2/13/2025 | NewEdge Advisors LLC | 8,536 | $197K | 0.0% | +144.2% | 0.026% | |
2/13/2025 | CreativeOne Wealth LLC | 33,506 | $775K | 0.0% | N/A | 0.103% | |
2/13/2025 | Mariner LLC | 20,829 | $482K | 0.0% | +49.3% | 0.064% | |
2/13/2025 | Redwood Park Advisors LLC | 3,225 | $75K | 0.1% | N/A | 0.010% | |
2/13/2025 | Raymond James Financial Inc. | 34,421 | $796K | 0.0% | N/A | 0.106% | |
2/13/2025 | Envestnet Asset Management Inc. | 607,094 | $14.04M | 0.0% | +85.2% | 1.874% | |
2/12/2025 | Martin Worley Group | 168,907 | $3.91M | 2.4% | N/A | 0.521% | |
2/12/2025 | JPMorgan Chase & Co. | 67,508 | $1.56M | 0.0% | +32.6% | 0.208% | |
2/11/2025 | Modern Wealth Management LLC | 140,990 | $3.41M | 0.1% | +6.9% | 0.435% | |
2/11/2025 | LPL Financial LLC | 496,314 | $11.48M | 0.0% | +131.0% | 1.532% | |
2/11/2025 | ProVise Management Group LLC | 32,346 | $748K | 0.1% | -10.6% | 0.100% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 68,218 | $1.58M | 0.0% | +69.1% | 0.211% | |
2/10/2025 | Commonwealth Equity Services LLC | 60,542 | $1.40M | 0.0% | +0.8% | 0.187% | |
2/10/2025 | Avantax Advisory Services Inc. | 12,874 | $298K | 0.0% | +16.0% | 0.040% | |
2/7/2025 | Summit X LLC | 9,102 | $210K | 0.0% | N/A | 0.028% | |
2/7/2025 | HighTower Advisors LLC | 41,390 | $957K | 0.0% | -13.2% | 0.128% | |
2/6/2025 | Raymond James Financial Inc. | 34,421 | $796K | 0.0% | N/A | 0.106% | |
2/6/2025 | Assetmark Inc. | 125,426 | $2.90M | 0.0% | N/A | 0.387% | |
2/6/2025 | Souders Financial Advisors | 123,587 | $2.86M | 0.4% | -76.5% | 0.381% | |
2/6/2025 | Synergy Investment Management LLC | 4,618 | $107K | 0.0% | N/A | 0.014% | |
2/6/2025 | Wolfstich Capital LLC | 81,313 | $1.88M | 1.7% | N/A | 0.251% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 199,674 | $4.62M | 0.6% | -35.6% | 0.616% | |
2/5/2025 | Smartleaf Asset Management LLC | 13,288 | $307K | 0.0% | +632.5% | 0.041% | |
2/5/2025 | Cape Investment Advisory Inc. | 40,695 | $941K | 0.4% | -7.4% | 0.126% | |
2/5/2025 | Hamel Associates Inc. | 42,000 | $971K | 0.3% | +40.0% | 0.130% | |
2/5/2025 | Oppenheimer Asset Management Inc. | 11,358 | $263K | 0.0% | +4.9% | 0.035% | |
2/5/2025 | Bryn Mawr Capital Management LLC | 31,634 | $731K | 0.0% | -16.9% | 0.098% | |
2/4/2025 | Acorn Wealth Advisors LLC | 20,092 | $465K | 0.2% | -40.8% | 0.062% | |
2/4/2025 | Asset Advisors Investment Management LLC | 243,921 | $5.64M | 0.6% | -2.3% | 0.753% | |
2/4/2025 | Summit Asset Management LLC | 669,237 | $15.47M | 2.7% | -20.4% | 2.066% | |
2/3/2025 | Bell Bank | 9,939 | $230K | 0.0% | N/A | 0.031% | |
2/3/2025 | Bryn Mawr Capital Management LLC | 3,575 | $83K | 0.0% | -90.6% | 0.011% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 16,784 | $388K | 0.0% | +62.6% | 0.052% | |
1/31/2025 | Atria Wealth Solutions Inc. | 8,745 | $202K | 0.0% | N/A | 0.027% | |
1/30/2025 | First Merchants Corp | 175,786 | $4.06M | 0.2% | +4.1% | 0.543% | |
1/29/2025 | Avidian Wealth Enterprises LLC | 35,438 | $819K | 0.0% | +7.7% | 0.109% | |
1/29/2025 | Beacon Financial Group | 50,625 | $1.17M | 0.1% | +23.5% | 0.156% | |
1/29/2025 | Principle Wealth Partners LLC | 154,043 | $3.56M | 0.2% | -15.5% | 0.475% | |
1/28/2025 | D Orazio & Associates Inc. | 8,881 | $205K | 0.0% | -17.9% | 0.027% | |
1/28/2025 | Lodestar Private Asset Management LLC | 39,149 | $905K | 0.1% | -3.1% | 0.121% | |
1/28/2025 | Keystone Financial Group Inc. | 41,101 | $950K | 0.8% | N/A | 0.127% | |
1/27/2025 | Robertson Stephens Wealth Management LLC | 133,475 | $3.09M | 0.1% | +17.4% | 0.412% | |
1/24/2025 | JB Capital LLC | 17,799 | $412K | 0.0% | N/A | 0.055% | |
1/24/2025 | Magnolia Capital Advisors LLC | 218,820 | $5.06M | 2.5% | +4.9% | 0.675% | |
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1/22/2025 | FSC Wealth Advisors LLC | 5,764 | $133K | 0.1% | -53.9% | 0.018% | |
1/22/2025 | IRON Financial LLC | 211,717 | $4.90M | 2.8% | +22.0% | 0.653% | |
1/21/2025 | Embree Financial Group | 46,579 | $1.08M | 0.2% | -16.7% | 0.144% | |
1/17/2025 | Spinnaker Investment Group LLC | 40,389 | $934K | 0.2% | +4.5% | 0.125% | |
1/17/2025 | Mutual Advisors LLC | 36,697 | $855K | 0.0% | -24.8% | 0.113% | |
1/16/2025 | Charles Schwab Trust Co | 190,106 | $4.40M | 0.4% | +5.9% | 0.587% | |
1/15/2025 | Astoria Portfolio Advisors LLC. | 9,381 | $216K | 0.1% | N/A | 0.029% | |
1/15/2025 | LongView Wealth Management | 151,933 | $3.51M | 1.1% | +9.0% | 0.469% | |
1/14/2025 | Park Avenue Securities LLC | 31,342 | $725K | 0.0% | +171.0% | 0.097% | |
1/14/2025 | West Oak Capital LLC | 53,208 | $1.23M | 0.4% | -2.1% | 0.164% | |