7/11/2025 | Farther Finance Advisors LLC | 145,709 | $6.97M | 0.1% | -4.8% | 0.205% | |
7/11/2025 | Pinnacle Bancorp Inc. | 1,745 | $83K | 0.0% | +30.8% | 0.002% | |
7/11/2025 | Cypress Financial Planning LLC | 16,993 | $813K | 0.3% | +6.6% | 0.024% | |
7/10/2025 | Voisard Asset Management Group Inc. | 28,714 | $1.37M | 0.4% | N/A | 0.040% | |
7/10/2025 | Hurlow Wealth Management Group Inc. | 33,168 | $1.59M | 0.4% | -0.7% | 0.047% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 249,058 | $11.90M | 0.0% | -48.0% | 0.350% | |
7/10/2025 | Sunflower Bank N.A. | 14,851 | $710K | 0.2% | -5.3% | 0.021% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 46,478 | $2.22M | 0.1% | +6.0% | 0.065% | |
7/9/2025 | PFW Advisors LLC | 14,757 | $706K | 0.2% | -30.7% | 0.021% | |
7/9/2025 | Riversedge Advisors LLC | 9,718 | $465K | 0.1% | -18.0% | 0.014% | |
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7/8/2025 | Juncture Wealth Strategies LLC | 24,992 | $1.20M | 0.4% | +14.5% | 0.035% | |
7/8/2025 | Apella Capital LLC | 120,925 | $5.78M | 0.2% | -5.3% | 0.170% | |
7/8/2025 | First International Bank & Trust | 45,725 | $2.19M | 0.8% | -22.6% | 0.064% | |
7/8/2025 | Parallel Advisors LLC | 6,923 | $331K | 0.0% | -65.3% | 0.010% | |
7/7/2025 | Versant Capital Management Inc | 30,979 | $1.48M | 0.2% | +9.6% | 0.043% | |
7/1/2025 | Confluence Investment Management LLC | 64,652 | $3.09M | 0.0% | +34.6% | 0.091% | |
5/16/2025 | Jones Financial Companies Lllp | 1,556 | $74K | 0.0% | -80.9% | 0.002% | |
5/15/2025 | Betterment LLC | 502,782 | $23.93M | 0.1% | -13.0% | 0.706% | |
5/15/2025 | OLD Mission Capital LLC | 7,668 | $365K | 0.0% | N/A | 0.011% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 4,427 | $211K | 0.0% | -27.7% | 0.006% | |
5/13/2025 | Evensky & Katz LLC | 7,814 | $372K | 0.0% | -31.2% | 0.011% | |
5/12/2025 | Staley Capital Advisers Inc. | 26,500 | $1.26M | 0.1% | -7.0% | 0.037% | |
5/8/2025 | Hurlow Wealth Management Group Inc. | 33,410 | $1.59M | 0.5% | -6.2% | 0.047% | |
5/6/2025 | Richardson Financial Services Inc. | 3,825 | $182K | 0.1% | +13.6% | 0.005% | |
5/5/2025 | Crestwood Advisors Group LLC | 71,714 | $3.41M | 0.1% | +13.2% | 0.100% | |
5/2/2025 | Cullen Frost Bankers Inc. | 140,489 | $6.69M | 0.1% | -6.7% | 0.196% | |
5/2/2025 | Grey Fox Wealth Advisors LLC | 39,558 | $1.88M | 0.5% | +9.9% | 0.055% | |
5/2/2025 | Transcendent Capital Group LLC | 12,784 | $609K | 0.3% | -1.7% | 0.018% | |
4/30/2025 | Hunter Associates Investment Management LLC | 103,008 | $4.91M | 0.8% | -6.2% | 0.144% | |
4/29/2025 | TD Private Client Wealth LLC | 248,549 | $11.83M | 0.3% | -4.1% | 0.347% | |
4/29/2025 | Columbia River Financial Group LLC | 50,756 | $2.42M | 1.6% | +6.9% | 0.071% | |
4/29/2025 | Strategic Blueprint LLC | 9,489 | $452K | 0.0% | -29.7% | 0.013% | |
4/28/2025 | Meritage Portfolio Management | 33,177 | $1.58M | 0.1% | -1.0% | 0.046% | |
4/28/2025 | First Horizon Advisors Inc. | 6,592 | $314K | 0.0% | -35.8% | 0.009% | |
4/23/2025 | Pinnacle Bancorp Inc. | 1,334 | $63K | 0.0% | -22.7% | 0.002% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,505 | $738K | 0.0% | +4.9% | 0.022% | |
4/22/2025 | Crews Bank & Trust | 14,327 | $682K | 0.1% | -3.5% | 0.020% | |
4/21/2025 | Janney Capital Management LLC | 61,505 | $2.93M | 0.2% | +3.1% | 0.086% | |
4/17/2025 | Janney Montgomery Scott LLC | 8,343 | $397K | 0.0% | -23.7% | 0.012% | |
4/16/2025 | Parkside Investments LLC | 8,625 | $411K | 0.1% | -57.9% | 0.012% | |
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4/15/2025 | GAMMA Investing LLC | 30,626 | $1.46M | 0.1% | +28.8% | 0.043% | |
4/14/2025 | Farther Finance Advisors LLC | 152,988 | $7.28M | 0.2% | -9.3% | 0.213% | |
4/9/2025 | ST Germain D J Co. Inc. | 49,676 | $2.37M | 0.1% | -5.0% | 0.069% | |
4/9/2025 | NBC Securities Inc. | 713 | $33K | 0.0% | N/A | 0.001% | |
4/7/2025 | GAMMA Investing LLC | 1,457,798 | $69.39M | 0.0% | +6,033.2% | 2.032% | |
4/4/2025 | Quent Capital LLC | 1,419,334 | $67.56M | 7.1% | +6.5% | 1.978% | |
4/3/2025 | Versant Capital Management Inc | 28,253 | $1.35M | 0.2% | +10.6% | 0.039% | |
4/1/2025 | Confluence Investment Management LLC | 48,048 | $2.29M | 0.0% | -1.4% | 0.067% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 34,058 | $1.62M | 0.0% | +3.0% | 0.047% | |
2/24/2025 | Ameriflex Group Inc. | 569 | $27K | 0.0% | N/A | 0.001% | |
2/19/2025 | Columbia River Financial Group LLC | 47,462 | $2.25M | 1.5% | N/A | 0.064% | |
2/17/2025 | Studio Investment Management LLC | 74,502 | $3.53M | 0.8% | -15.4% | 0.101% | |
2/17/2025 | Captrust Financial Advisors | 31,647 | $1.50M | 0.0% | -12.3% | 0.043% | |
2/17/2025 | BNP Paribas Financial Markets | 1,105 | $52K | 0.0% | -89.2% | 0.002% | |
2/17/2025 | Ameriprise Financial Inc. | 206,634 | $9.83M | 0.0% | -0.4% | 0.281% | |
2/14/2025 | Betterment LLC | 577,819 | $27.38M | 0.1% | -36.0% | 0.786% | |
2/13/2025 | United Capital Financial Advisors LLC | 2,455,065 | $116.35M | 1.0% | -2.8% | 3.338% | |
2/13/2025 | Keystone Financial Group | 143,619 | $6.81M | 0.7% | N/A | 0.195% | |
2/13/2025 | Hurlow Wealth Management Group Inc. | 35,608 | $1.69M | 0.5% | +11.5% | 0.048% | |
2/12/2025 | Summit Financial LLC | 11,380 | $539K | 0.0% | N/A | 0.015% | |
2/12/2025 | JPMorgan Chase & Co. | 610,086 | $28.91M | 0.0% | +11.3% | 0.829% | |
2/11/2025 | TD Private Client Wealth LLC | 259,052 | $12.28M | 0.3% | +13.7% | 0.352% | |
2/11/2025 | Grey Fox Wealth Advisors LLC | 35,988 | $1.71M | 0.5% | -1.6% | 0.049% | |
2/10/2025 | Parallel Advisors LLC | 19,973 | $947K | 0.0% | +194.1% | 0.027% | |
2/10/2025 | Whitegate Investment Counselors Inc. | 23,592 | $1.12M | 0.4% | -1.7% | 0.032% | |
2/10/2025 | Farther Finance Advisors LLC | 168,723 | $8.00M | 0.3% | -11.6% | 0.229% | |
2/7/2025 | Dorsey & Whitney Trust CO LLC | 6,121 | $290K | 0.0% | -28.1% | 0.008% | |
2/6/2025 | One Capital Management LLC | 32,148 | $1.52M | 0.1% | -4.3% | 0.044% | |
2/6/2025 | Cullen Frost Bankers Inc. | 150,641 | $7.14M | 0.1% | -14.5% | 0.205% | |
2/6/2025 | Jones Financial Companies Lllp | 8,141 | $386K | 0.0% | +52.0% | 0.011% | |
2/4/2025 | Transcendent Capital Group LLC | 13,001 | $616K | 0.3% | -32.7% | 0.018% | |
2/4/2025 | Crestwood Advisors Group LLC | 63,348 | $3.00M | 0.1% | +27.5% | 0.086% | |
2/4/2025 | Wealthspire Advisors LLC | 15,762 | $747K | 0.0% | +7.5% | 0.021% | |
2/3/2025 | First Horizon Advisors Inc. | 10,261 | $486K | 0.0% | +55.7% | 0.014% | |
1/31/2025 | Sierra Ocean LLC | 7,598 | $360K | 0.3% | N/A | 0.010% | |
1/29/2025 | Leavell Investment Management Inc. | 10,305 | $488K | 0.0% | -19.5% | 0.014% | |
1/29/2025 | Quent Capital LLC | 1,332,475 | $63.15M | 6.5% | +21.1% | 1.807% | |
1/28/2025 | Farmers & Merchants Investments Inc. | 2,422 | $115K | 0.0% | +7,468.8% | 0.003% | |
1/27/2025 | Meritage Portfolio Management | 33,526 | $1.59M | 0.1% | -11.3% | 0.045% | |
1/24/2025 | Richardson Financial Services Inc. | 3,366 | $160K | 0.1% | -29.4% | 0.005% | |
1/23/2025 | Hunter Associates Investment Management LLC | 109,807 | $5.20M | 0.8% | -9.9% | 0.149% | |
1/23/2025 | Crews Bank & Trust | 14,852 | $704K | 0.1% | N/A | 0.020% | |
1/23/2025 | Strategic Blueprint LLC | 13,493 | $639K | 0.0% | +5.6% | 0.018% | |
1/22/2025 | Parkside Investments LLC | 20,475 | $970K | 0.1% | -3.5% | 0.028% | |
1/17/2025 | Avior Wealth Management LLC | 1,626 | $77K | 0.0% | +43.6% | 0.002% | |
1/17/2025 | Janney Montgomery Scott LLC | 10,932 | $518K | 0.0% | +24.5% | 0.015% | |
1/17/2025 | Janney Capital Management LLC | 59,627 | $2.83M | 0.2% | -5.7% | 0.080% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 33,081 | $1.57M | 0.0% | +22.9% | 0.044% | |
1/14/2025 | Pinnacle Bancorp Inc. | 1,726 | $82K | 0.0% | +25.3% | 0.002% | |
1/10/2025 | ST Germain D J Co. Inc. | 52,313 | $2.48M | 0.1% | -5.4% | 0.069% | |
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1/10/2025 | First International Bank & Trust | 54,612 | $2.59M | 0.8% | -2.5% | 0.072% | |
1/3/2025 | GAMMA Investing LLC | 23,769 | $1.13M | 0.1% | +24.9% | 0.031% | |
1/3/2025 | Versant Capital Management Inc | 25,543 | $1.21M | 0.3% | +21.6% | 0.034% | |
1/2/2025 | Confluence Investment Management LLC | 48,745 | $2.31M | 0.0% | -41.5% | 0.064% | |
12/26/2024 | JPMorgan Chase & Co. | 548,171 | $26.39M | 0.0% | -5.8% | 0.720% | |
11/14/2024 | Captrust Financial Advisors | 36,106 | $1.74M | 0.0% | -33.5% | 0.047% | |
11/13/2024 | BNP Paribas Financial Markets | 10,228 | $492K | 0.0% | N/A | 0.013% | |
11/13/2024 | Rock Point Advisors LLC | 7,000 | $337K | 0.1% | -17.6% | 0.009% | |
11/12/2024 | Icon Wealth Advisors LLC | 10,085 | $485K | 0.0% | +38.7% | 0.013% | |
11/12/2024 | Studio Investment Management LLC | 88,112 | $4.24M | 0.9% | -1.6% | 0.114% | |