7/18/2025 | Northeast Financial Group Inc. | 14,364 | $342K | 0.1% | N/A | 0.004% | |
7/18/2025 | Trilogy Capital Inc. | 28,505 | $678K | 0.0% | +11.0% | 0.008% | |
7/18/2025 | Lynx Investment Advisory | 12,086 | $288K | 0.2% | +6.2% | 0.003% | |
7/18/2025 | SWP Financial LLC | 40,812 | $971K | 0.5% | -21.6% | 0.011% | |
7/18/2025 | SigFig Wealth Management LLC | 122,337 | $2.90M | 0.1% | +36.5% | 0.033% | |
7/18/2025 | PFG Investments LLC | 10,210 | $243K | 0.0% | -40.1% | 0.003% | |
7/18/2025 | Truist Financial Corp | 593,934 | $14.14M | 0.0% | -18.3% | 0.159% | |
7/17/2025 | Trivium Point Advisory LLC | 123,886 | $2.95M | 0.3% | +4.8% | 0.033% | |
7/17/2025 | K2 Financial Inc. | 121,032 | $2.85M | 2.5% | +5.3% | 0.033% | |
7/17/2025 | Janney Montgomery Scott LLC | 13,329 | $317K | 0.0% | -97.0% | 0.004% | |
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7/17/2025 | Fifth Third Securities Inc. | 111,092 | $2.64M | 0.2% | +318.9% | 0.030% | |
7/17/2025 | Investment Research & Advisory Group Inc. | 16,718 | $398K | 0.1% | +192.3% | 0.005% | |
7/17/2025 | Avior Wealth Management LLC | 50,774 | $1.21M | 0.0% | -4.9% | 0.014% | |
7/17/2025 | Sterneck Capital Management LLC | 151,137 | $3.60M | 1.8% | +0.9% | 0.041% | |
7/17/2025 | Michels Family Financial LLC | 119,861 | $2.85M | 2.4% | +2.9% | 0.032% | |
7/17/2025 | Tempus Wealth Planning LLC | 60,468 | $1.44M | 0.4% | N/A | 0.016% | |
7/16/2025 | Marmo Financial Group LLC | 205,235 | $4.89M | 2.4% | +1.1% | 0.055% | |
7/16/2025 | Diversified Enterprises LLC | 109,101 | $2.60M | 0.2% | +27.6% | 0.029% | |
7/16/2025 | New Insight Wealth Advisors | 41,765 | $994K | 0.4% | -9.8% | 0.011% | |
7/16/2025 | Novem Group | 30,760 | $732K | 0.1% | N/A | 0.008% | |
7/16/2025 | Perigon Wealth Management LLC | 163,054 | $3.88M | 0.1% | -21.2% | 0.044% | |
7/15/2025 | Heritage Oak Wealth Advisors LLC | 93,613 | $2.23M | 0.9% | N/A | 0.025% | |
7/15/2025 | Cranbrook Wealth Management LLC | 1,091 | $26K | 0.0% | N/A | 0.000% | |
7/15/2025 | Fifth Third Bancorp | 2,097 | $50K | 0.0% | N/A | 0.001% | |
7/15/2025 | Sheets Smith Wealth Management | 75,785 | $1.80M | 0.2% | +2.9% | 0.020% | |
7/15/2025 | MCF Advisors LLC | 118,254 | $2.81M | 0.2% | -0.9% | 0.032% | |
7/15/2025 | Revisor Wealth Management LLC | 45,345 | $1.07M | 0.4% | -46.8% | 0.012% | |
7/15/2025 | CGN Advisors LLC | 127,083 | $3.03M | 0.3% | +11.4% | 0.034% | |
7/14/2025 | Capital CS Group LLC | 10,110 | $241K | 0.4% | N/A | 0.003% | |
7/14/2025 | Armstrong Advisory Group Inc. | 78,751 | $1.87M | 0.1% | +4.3% | 0.021% | |
7/14/2025 | Sound Stewardship LLC | 86,466 | $2.06M | 1.1% | +4.5% | 0.023% | |
7/14/2025 | Sowell Financial Services LLC | 9,120 | $217K | 0.0% | -32.1% | 0.002% | |
7/11/2025 | Scott Capital Advisors LLC | 14,079 | $333K | 0.1% | -4.6% | 0.004% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 130,235 | $3.10M | 1.9% | +2.2% | 0.035% | |
7/11/2025 | Farther Finance Advisors LLC | 1,358,931 | $32.34M | 0.6% | +58.4% | 0.369% | |
7/11/2025 | Silver Oak Securities Incorporated | 44,250 | $1.05M | 0.1% | +11.3% | 0.012% | |
7/11/2025 | Pinnacle Bancorp Inc. | 14,370 | $342K | 0.1% | +19.8% | 0.004% | |
7/11/2025 | Grove Bank & Trust | 1,947 | $46K | 0.0% | N/A | 0.001% | |
7/10/2025 | Hurlow Wealth Management Group Inc. | 177,163 | $4.22M | 1.2% | +8.7% | 0.048% | |
7/10/2025 | HF Advisory Group LLC | 167,287 | $3.98M | 1.6% | +19.8% | 0.045% | |
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7/10/2025 | Wealth Enhancement Advisory Services LLC | 238,237 | $5.64M | 0.0% | +2.4% | 0.065% | |
7/10/2025 | RFG Holdings Inc. | 1,040,552 | $24.77M | 7.2% | +0.4% | 0.282% | |
7/10/2025 | Moller Wealth Partners | 96,165 | $2.29M | 0.5% | +279.7% | 0.026% | |
7/10/2025 | Signal Advisors Wealth LLC | 50,520 | $1.20M | 0.1% | +346.7% | 0.014% | |
7/10/2025 | Sovran Advisors LLC | 44,126 | $1.04M | 0.1% | -29.3% | 0.012% | |
7/9/2025 | Capital Wealth Management LLC | 46,550 | $1.11M | 0.4% | +5.1% | 0.013% | |
7/9/2025 | Keystone Wealth Services LLC | 35,315 | $840K | 0.2% | -21.9% | 0.010% | |
7/9/2025 | Balefire LLC | 98,812 | $2.35M | 0.5% | N/A | 0.027% | |
7/9/2025 | Fiduciary Alliance LLC | 86,698 | $2.06M | 0.2% | -1.7% | 0.024% | |
7/9/2025 | Exchange Bank | 26,369 | $628K | 0.5% | -2.5% | 0.007% | |
7/8/2025 | Ehrlich Financial Group | 10,259 | $244K | 0.2% | -60.8% | 0.003% | |
7/8/2025 | NBC Securities Inc. | 133,145 | $3.17M | 0.3% | +1,133.6% | 0.036% | |
7/8/2025 | Apella Capital LLC | 461,736 | $10.91M | 0.3% | +87.5% | 0.125% | |
7/8/2025 | Parallel Advisors LLC | 1,231 | $29K | 0.0% | N/A | 0.000% | |
7/7/2025 | Veery Capital LLC | 104,598 | $2.49M | 0.9% | +4.9% | 0.028% | |
7/7/2025 | Good Steward Wealth Advisors LLC | 32,667 | $777K | 0.6% | N/A | 0.009% | |
7/7/2025 | Peak Financial Advisors LLC | 20,515 | $488K | 0.2% | +34.3% | 0.006% | |
7/7/2025 | General Partner Inc. | 17,400 | $414K | 0.2% | N/A | 0.005% | |
7/3/2025 | Arvest Investments Inc. | 155,751 | $3.71M | 0.6% | +3.6% | 0.048% | |
6/16/2025 | Lynx Investment Advisory | 11,376 | $266K | 0.2% | -11.2% | 0.003% | |
5/16/2025 | Jones Financial Companies Lllp | 22,387 | $524K | 0.0% | -54.1% | 0.007% | |
5/16/2025 | NewEdge Advisors LLC | 322,580 | $7.56M | 0.0% | +10.4% | 0.097% | |
5/16/2025 | Integrated Wealth Concepts LLC | 11,115 | $260K | 0.0% | +7.2% | 0.003% | |
5/14/2025 | WCG Wealth Advisors LLC | 57,045 | $1.34M | 0.1% | +12.7% | 0.017% | |
5/14/2025 | SVB Wealth LLC | 13,245 | $310K | 0.0% | +6.4% | 0.004% | |
5/14/2025 | Ameriprise Financial Inc. | 8,186,133 | $191.70M | 0.1% | +24.1% | 2.461% | |
5/14/2025 | Flow Traders U.S. LLC | 45,220 | $1.06M | 0.0% | N/A | 0.014% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 84,857 | $1.99M | 0.2% | N/A | 0.026% | |
5/13/2025 | Horizon Investments LLC | 299,736 | $7.02M | 0.2% | +2.3% | 0.090% | |
5/12/2025 | Kohmann Bosshard Financial Services LLC | 897,362 | $21.03M | 2.5% | +3.7% | 0.270% | |
5/9/2025 | iA Global Asset Management Inc. | 995,570 | $23.32M | 0.4% | +81.0% | 0.299% | |
5/9/2025 | Cary Street Partners Financial LLC | 100,649 | $2.36M | 0.1% | +16.6% | 0.030% | |
5/8/2025 | Hurlow Wealth Management Group Inc. | 162,919 | $3.82M | 1.2% | +6.9% | 0.049% | |
5/8/2025 | Foster & Motley Inc. | 55,921 | $1.31M | 0.1% | +1.8% | 0.017% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 12,684 | $297K | 0.1% | -34.1% | 0.004% | |
5/8/2025 | Arkadios Wealth Advisors | 68,769 | $1.61M | 0.1% | +101.0% | 0.021% | |
5/7/2025 | Vantage Financial Partners LLC | 17,084 | $400K | 0.1% | -24.3% | 0.005% | |
5/7/2025 | Municipal Employees Retirement System of Michigan | 5,954,325 | $139.45M | 1.8% | +362.5% | 1.790% | |
5/7/2025 | BlueStem Wealth Partners LLC | 14,924 | $350K | 0.0% | -97.2% | 0.004% | |
5/6/2025 | Winthrop Capital Management LLC | 293,567 | $6.88M | 1.9% | +3.8% | 0.088% | |
5/6/2025 | City National Bank of Florida MSD | 46,508 | $1.09M | 1.0% | -37.3% | 0.014% | |
5/6/2025 | Madison Asset Management LLC | 944,127 | $22.11M | 0.2% | +111.6% | 0.284% | |
5/2/2025 | Mechanics Financial Corp | 109,598 | $2.57M | 1.2% | +3.3% | 0.033% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 1,525 | $36K | 0.0% | -77.3% | 0.000% | |
5/2/2025 | Whittier Trust Co. | 5,470 | $128K | 0.0% | +292.1% | 0.002% | |
5/2/2025 | SBI Securities Co. Ltd. | 54,331 | $1.27M | 0.0% | -5.7% | 0.016% | |
5/1/2025 | Fifth Third Securities Inc. | 26,523 | $621K | 0.1% | +2.3% | 0.008% | |
4/30/2025 | MainStreet Investment Advisors LLC | 27,120 | $635K | 0.1% | +4.3% | 0.008% | |
4/30/2025 | Rogco LP | 152,398 | $3.57M | 1.4% | +3.6% | 0.046% | |
4/29/2025 | Centennial Bank AR | 1,472 | $34K | 0.0% | N/A | 0.000% | |
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4/29/2025 | Bank of New York Mellon Corp | 95,601 | $2.24M | 0.0% | +122.8% | 0.029% | |
4/29/2025 | Wayfinding Financial LLC | 5,008 | $117K | 0.1% | N/A | 0.002% | |
4/28/2025 | Redmont Wealth Advisors LLC | 4,529 | $106K | 0.2% | N/A | 0.001% | |
4/28/2025 | Rossby Financial LCC | 11,591 | $270K | 0.1% | N/A | 0.003% | |
4/25/2025 | Morton Brown Family Wealth LLC | 5,102 | $119K | 0.0% | N/A | 0.002% | |
4/24/2025 | Golden State Wealth Management LLC | 1,415 | $33K | 0.0% | +193.0% | 0.000% | |
4/24/2025 | Westend Capital Management LLC | 4,501 | $105K | 0.0% | N/A | 0.001% | |
4/23/2025 | Western Wealth Management LLC | 20,123 | $471K | 0.0% | -2.8% | 0.006% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 47,948 | $1.12M | 0.1% | +1.1% | 0.014% | |
4/23/2025 | Golden State Wealth Management LLC | 2,830 | $66K | 0.0% | +485.9% | 0.001% | |