7/24/2025 | Morton Brown Family Wealth LLC | 59,800 | $6.36M | 1.9% | -6.8% | 0.063% | |
7/24/2025 | True Link Financial Advisors LLC | 13,470 | $1.43M | 0.1% | +2.6% | 0.014% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 134,037 | $14.25M | 0.2% | +26.8% | 0.142% | |
7/22/2025 | Evensky & Katz LLC | 19,379 | $2.06M | 0.1% | -13.4% | 0.021% | |
7/22/2025 | Red Tortoise LLC | 19,420 | $2.07M | 1.0% | +142.6% | 0.021% | |
7/22/2025 | Confluence Wealth Services Inc. | 21,211 | $2.26M | 0.1% | -2.0% | 0.023% | |
7/22/2025 | Valeo Financial Advisors LLC | 2,532 | $269K | 0.0% | N/A | 0.003% | |
7/21/2025 | Quent Capital LLC | 81,975 | $8.72M | 0.8% | -12.4% | 0.087% | |
7/21/2025 | Ameriflex Group Inc. | 1,040 | $110K | 0.1% | N/A | 0.001% | |
7/17/2025 | Park Place Capital Corp | 4,055 | $431K | 0.1% | -8.7% | 0.004% | |
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7/17/2025 | Greenleaf Trust | 74,966 | $7.97M | 0.1% | -28.6% | 0.080% | |
7/17/2025 | Oak Family Advisors LLC | 5,885 | $626K | 0.2% | N/A | 0.006% | |
7/17/2025 | Janney Montgomery Scott LLC | 90,007 | $9.57M | 0.0% | +48.2% | 0.096% | |
7/17/2025 | Fifth Third Securities Inc. | 21,367 | $2.27M | 0.2% | -0.6% | 0.023% | |
7/16/2025 | ORG Partners LLC | 9,188 | $981K | 0.2% | -1.6% | 0.010% | |
7/16/2025 | ST Germain D J Co. Inc. | 8,543 | $908K | 0.0% | +11.0% | 0.009% | |
7/16/2025 | Beaumont Financial Advisors LLC | 7,285 | $775K | 0.1% | +4.0% | 0.008% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 1,750 | $186K | 0.1% | -49.9% | 0.002% | |
7/16/2025 | American National Bank & Trust | 13,547 | $1.44M | 0.1% | -5.6% | 0.014% | |
7/15/2025 | TD Private Client Wealth LLC | 88,007 | $9.36M | 0.2% | +29.8% | 0.094% | |
7/15/2025 | Financial Management Professionals Inc. | 844 | $90K | 0.0% | N/A | 0.001% | |
7/14/2025 | GAMMA Investing LLC | 140,610 | $14.95M | 0.9% | +35.4% | 0.150% | |
7/11/2025 | Farther Finance Advisors LLC | 24,545 | $2.61M | 0.1% | +24.7% | 0.026% | |
7/10/2025 | Hurlow Wealth Management Group Inc. | 2,210 | $235K | 0.1% | N/A | 0.002% | |
7/9/2025 | Exchange Bank | 10,435 | $1.11M | 0.9% | +20.6% | 0.011% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 8,749 | $930K | 0.0% | +29.9% | 0.009% | |
7/8/2025 | Heartwood Wealth Advisors LLC | 97,864 | $10.41M | 1.1% | -1.0% | 0.105% | |
7/8/2025 | Parallel Advisors LLC | 13,503 | $1.44M | 0.0% | +77.6% | 0.014% | |
7/7/2025 | First Community Trust NA | 2,671 | $284K | 0.2% | -33.6% | 0.003% | |
5/20/2025 | Strive Asset Management LLC | 2,613 | $276K | 0.2% | -60.0% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 56,161 | $5.93M | 0.0% | +17.1% | 0.063% | |
5/16/2025 | Integrated Wealth Concepts LLC | 37,339 | $3.94M | 0.0% | -57.3% | 0.042% | |
5/15/2025 | Baird Financial Group Inc. | 61,769 | $6.52M | 0.0% | +7.3% | 0.069% | |
5/15/2025 | OLD Mission Capital LLC | 84,045 | $8.88M | 0.1% | N/A | 0.094% | |
5/14/2025 | Ameriprise Financial Inc. | 974,822 | $102.95M | 0.0% | +6.7% | 1.093% | |
5/14/2025 | Summit Financial LLC | 12,664 | $1.34M | 0.0% | -14.6% | 0.014% | |
5/14/2025 | Flow Traders U.S. LLC | 24,321 | $2.57M | 0.1% | N/A | 0.027% | |
5/14/2025 | Partners Capital Investment Group LLP | 193,892 | $20.48M | 0.3% | +695.6% | 0.217% | |
5/14/2025 | Colonial Trust Advisors | 5,020 | $530K | 0.0% | -4.2% | 0.006% | |
5/13/2025 | Brooklyn Investment Group | 252 | $27K | 0.0% | N/A | 0.000% | |
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5/13/2025 | Gen Wealth Partners Inc | 737 | $78K | 0.0% | +27.1% | 0.001% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 7,518 | $794K | 0.1% | +17.0% | 0.008% | |
5/13/2025 | EverSource Wealth Advisors LLC | 18,511 | $1.96M | 0.1% | -9.2% | 0.021% | |
5/13/2025 | Evensky & Katz LLC | 22,381 | $2.36M | 0.2% | -18.4% | 0.025% | |
5/12/2025 | SouthState Corp | 3,743 | $395K | 0.0% | +780.7% | 0.004% | |
5/12/2025 | Pandora Wealth Inc. | 2,150 | $227K | 0.1% | N/A | 0.002% | |
5/12/2025 | Hirtle Callaghan & Co LLC | 15,951 | $1.68M | 0.1% | -31.3% | 0.018% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 280 | $30K | 0.0% | N/A | 0.000% | |
5/9/2025 | Wealthspire Advisors LLC | 64,640 | $6.83M | 0.0% | +85.5% | 0.077% | |
5/9/2025 | West Michigan Advisors LLC | 3,176 | $335K | 0.1% | +33.3% | 0.004% | |
5/9/2025 | Strategic Investment Solutions Inc. IL | 3,496 | $369K | 0.1% | -13.3% | 0.004% | |
5/8/2025 | TIAA Trust National Association | 3,131,108 | $330.65M | 1.0% | +80.1% | 3.750% | |
5/8/2025 | Bank of Jackson Hole Trust | 753 | $80K | 0.1% | +170.9% | 0.001% | |
5/8/2025 | Foster & Motley Inc. | 4,210 | $445K | 0.0% | -7.9% | 0.005% | |
5/7/2025 | Keyvantage Wealth LLC | 3,313 | $350K | 0.2% | -36.2% | 0.004% | |
5/5/2025 | Crestwood Advisors Group LLC | 47,887 | $5.06M | 0.1% | +49.5% | 0.057% | |
5/2/2025 | Graypoint LLC | 7,964 | $841K | 0.1% | +33.6% | 0.010% | |
5/2/2025 | BIP Alliance LLC | 84,806 | $8.96M | 3.8% | +1.8% | 0.102% | |
5/2/2025 | BIP Wealth LLC | 26,054 | $2.75M | 0.2% | +26.2% | 0.031% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 3,646 | $385K | 0.0% | -10.0% | 0.004% | |
5/2/2025 | Whittier Trust Co. | 5,059 | $534K | 0.0% | -20.9% | 0.006% | |
5/1/2025 | Hughes Financial Services LLC | 447 | $47K | 0.0% | N/A | 0.001% | |
5/1/2025 | ARK & TLK Investments LLC | 17,939 | $1.89M | 0.7% | -1.6% | 0.021% | |
5/1/2025 | Fifth Third Securities Inc. | 21,505 | $2.27M | 0.2% | -4.6% | 0.026% | |
4/30/2025 | Cornerstone Investment Partners LLC | 4,285 | $452K | 0.0% | -3.3% | 0.005% | |
4/30/2025 | Rock Point Advisors LLC | 7,345 | $776K | 0.2% | -1.6% | 0.009% | |
4/30/2025 | MainStreet Investment Advisors LLC | 7,034 | $743K | 0.1% | +1.4% | 0.008% | |
4/30/2025 | Rogco LP | 21,627 | $2.28M | 0.9% | +5.7% | 0.026% | |
4/30/2025 | Nisa Investment Advisors LLC | 177,350 | $18.73M | 0.1% | +14.7% | 0.212% | |
4/30/2025 | Greenleaf Trust | 105,019 | $11.09M | 0.1% | -9.4% | 0.126% | |
4/30/2025 | Opus Capital Group LLC | 69,309 | $7.32M | 0.9% | -3.9% | 0.083% | |
4/29/2025 | TD Private Client Wealth LLC | 67,807 | $7.16M | 0.2% | +35.2% | 0.081% | |
4/29/2025 | Bank of New York Mellon Corp | 4,326,731 | $456.90M | 0.1% | -6.7% | 5.182% | |
4/29/2025 | Sonata Capital Group Inc. | 6,186 | $653K | 0.3% | +20.4% | 0.007% | |
4/29/2025 | Strategic Blueprint LLC | 7,573 | $800K | 0.0% | +12.3% | 0.009% | |
4/28/2025 | Meritage Portfolio Management | 34,255 | $3.62M | 0.2% | -8.4% | 0.041% | |
4/28/2025 | First Horizon Advisors Inc. | 7,019 | $741K | 0.0% | -10.7% | 0.008% | |
4/28/2025 | Private Trust Co. NA | 693 | $73K | 0.0% | -53.6% | 0.001% | |
4/28/2025 | Arlington Trust Co LLC | 275 | $29K | 0.0% | N/A | 0.000% | |
4/28/2025 | Fedenia Advisers LLC | 6,615 | $699K | 0.5% | -51.2% | 0.008% | |
4/28/2025 | Rossby Financial LCC | 1,155 | $122K | 0.1% | N/A | 0.001% | |
4/28/2025 | Salomon & Ludwin LLC | 582,474 | $61.51M | 6.6% | +4.1% | 0.698% | |
4/25/2025 | Red Tortoise LLC | 8,005 | $845K | 0.4% | +7.9% | 0.010% | |
4/25/2025 | Morton Brown Family Wealth LLC | 64,178 | $6.78M | 2.3% | +7.8% | 0.077% | |
4/24/2025 | Confluence Wealth Services Inc. | 21,635 | $2.28M | 0.1% | +15.2% | 0.026% | |
4/24/2025 | Sunbelt Securities Inc. | 1,829 | $193K | 0.0% | -5.8% | 0.002% | |
4/24/2025 | Bull Street Advisors LLC | 10,825 | $1.14M | 0.5% | -16.2% | 0.013% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 2,317 | $245K | 0.0% | N/A | 0.003% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 1,380 | $146K | 0.0% | -36.4% | 0.002% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 10,917 | $1.15M | 0.1% | +4.6% | 0.013% | |
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4/23/2025 | Pinnacle Bancorp Inc. | 21,304 | $2.25M | 0.7% | -0.8% | 0.026% | |
4/23/2025 | Bessemer Group Inc. | 16,954 | $1.79M | 0.0% | +233.5% | 0.020% | |
4/22/2025 | Diversified Portfolios Inc. | 47,676 | $5.04M | 0.5% | -1.5% | 0.057% | |
4/21/2025 | ORG Partners LLC | 9,338 | $986K | 0.2% | -4.7% | 0.011% | |
4/21/2025 | True Link Financial Advisors LLC | 13,130 | $1.39M | 0.1% | +5.6% | 0.016% | |
4/21/2025 | Heartwood Wealth Advisors LLC | 98,877 | $10.44M | 1.2% | +4.3% | 0.118% | |
4/21/2025 | Steel Grove Capital Advisors LLC | 3,540 | $374K | 0.1% | -19.9% | 0.004% | |
4/17/2025 | Janney Montgomery Scott LLC | 60,723 | $6.41M | 0.0% | -18.2% | 0.073% | |
4/17/2025 | Vaughan Nelson Investment Management L.P. | 7,021 | $741K | 0.0% | +3.8% | 0.008% | |
4/15/2025 | Zhang Financial LLC | 71,219 | $7.52M | 0.4% | +8.0% | 0.086% | |