7/10/2025 | Oldfather Financial Services LLC | 2,012 | $557K | 0.2% | +60.3% | 0.003% | |
7/10/2025 | Trust Point Inc. | 7,747 | $2.15M | 0.2% | -40.7% | 0.011% | |
7/10/2025 | Wedmont Private Capital | 4,193 | $1.19M | 0.1% | +9.7% | 0.006% | |
7/10/2025 | American Financial Advisors LLC | 130,876 | $36.25M | 5.1% | -1.6% | 0.191% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 28,772 | $7.97M | 2.5% | +10.4% | 0.042% | |
7/10/2025 | Professional Financial Advisors LLC | 825 | $228K | 0.1% | N/A | 0.001% | |
7/10/2025 | Focus Financial Network Inc. | 29,798 | $8.27M | 0.3% | +4.0% | 0.043% | |
7/10/2025 | Sovran Advisors LLC | 6,621 | $1.85M | 0.2% | -2.9% | 0.010% | |
7/9/2025 | Praetorian Wealth Management Inc. | 48,562 | $13.45M | 3.1% | +18.5% | 0.071% | |
7/9/2025 | Aurelius Family Office LLC | 9,235 | $2.56M | 1.2% | +15.5% | 0.013% | |
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7/9/2025 | Channel Wealth LLC | 723 | $200K | 0.1% | N/A | 0.001% | |
7/9/2025 | Towerpoint Wealth LLC | 28,883 | $8.00M | 3.5% | +3.9% | 0.042% | |
7/9/2025 | Procyon Advisors LLC | 2,524 | $699K | 0.1% | -86.9% | 0.004% | |
7/9/2025 | Fermata Advisors LLC | 1,083 | $300K | 0.1% | -87.9% | 0.002% | |
7/9/2025 | Aaron Wealth Advisors LLC | 57,801 | $16.01M | 1.6% | -0.5% | 0.084% | |
7/9/2025 | Balefire LLC | 3,157 | $874K | 0.2% | N/A | 0.005% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 111,949 | $31.00M | 4.1% | -0.6% | 0.163% | |
7/9/2025 | Krilogy Financial LLC | 11,242 | $3.11M | 0.2% | +5.7% | 0.016% | |
7/9/2025 | Fiduciary Alliance LLC | 4,391 | $1.22M | 0.1% | N/A | 0.006% | |
7/9/2025 | Bowman & Co S.C. | 1,443 | $400K | 0.2% | -4.1% | 0.002% | |
7/9/2025 | Riversedge Advisors LLC | 12,319 | $3.41M | 0.7% | -15.0% | 0.018% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 32,621 | $9.03M | 0.2% | -5.6% | 0.048% | |
7/9/2025 | WealthCare Investment Partners LLC | 3,236 | $911K | 0.3% | N/A | 0.005% | |
7/8/2025 | Juncture Wealth Strategies LLC | 11,214 | $3.11M | 1.1% | -19.7% | 0.016% | |
7/8/2025 | Richard P Slaughter Associates Inc | 1,750 | $485K | 0.1% | -47.1% | 0.003% | |
7/8/2025 | Apella Capital LLC | 2,159 | $601K | 0.0% | +24.9% | 0.003% | |
7/8/2025 | Parallel Advisors LLC | 7,163 | $1.98M | 0.0% | +7.5% | 0.010% | |
7/8/2025 | Peirce Capital Management LLC | 758 | $210K | 0.1% | N/A | 0.001% | |
7/8/2025 | Madison Park Capital Advisors LLC | 776 | $215K | 0.2% | N/A | 0.001% | |
7/7/2025 | Veery Capital LLC | 38,217 | $10.58M | 3.6% | +6.3% | 0.056% | |
7/7/2025 | Wesbanco Bank Inc. | 49,306 | $13.66M | 0.4% | +3.9% | 0.072% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 64,839 | $17.96M | 4.5% | +13.5% | 0.094% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,463 | $405K | 0.1% | +10.1% | 0.002% | |
7/7/2025 | Salem Investment Counselors Inc. | 1,298 | $360K | 0.0% | -36.3% | 0.002% | |
7/7/2025 | Peterson Wealth Advisors LLC | 847 | $234K | 0.0% | N/A | 0.001% | |
7/3/2025 | Arvest Investments Inc. | 29,919 | $8.29M | 1.2% | -0.2% | 0.043% | |
7/3/2025 | Garde Capital Inc. | 41,074 | $11.38M | 0.6% | -0.4% | 0.060% | |
7/3/2025 | Trust Co of the South | 26,664 | $7.38M | 1.3% | +56.1% | 0.039% | |
7/2/2025 | Dentgroup LLC | 7,298 | $2.02M | 1.4% | -2.6% | 0.011% | |
7/2/2025 | Waller Financial Planning Group Inc. | 2,160 | $598K | 0.1% | -21.4% | 0.003% | |
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7/1/2025 | Harbor Investment Advisory LLC | 4,354 | $1.21M | 0.1% | +12.7% | 0.006% | |
7/1/2025 | Kera Capital Partners Inc. | 11,903 | $3.30M | 0.6% | -52.6% | 0.017% | |
6/3/2025 | Invst LLC | 10,322 | $2.60M | 0.4% | -84.0% | 0.004% | |
5/28/2025 | Jones Financial Companies Lllp | 646,506 | $163.54M | 0.1% | -66.2% | 0.241% | |
5/23/2025 | SWAN Capital LLC | 23,932 | $6.03M | 2.8% | +34.7% | 0.009% | |
5/21/2025 | Geneos Wealth Management Inc. | 12,754 | $3.21M | 0.1% | +80.0% | 0.005% | |
5/20/2025 | Tenret Co LLC | 18,072 | $4.55M | 2.8% | -3.6% | 0.007% | |
5/20/2025 | Belpointe Asset Management LLC | 6,822 | $1.72M | 0.1% | +12.1% | 0.003% | |
5/20/2025 | Fortis Capital Advisors LLC | 6,822 | $1.72M | 0.3% | +12.1% | 0.003% | |
5/20/2025 | Focus Partners Wealth | 218,678 | $55.06M | 0.1% | +2.3% | 0.081% | |
5/20/2025 | Integrity Alliance LLC. | 27,184 | $6.84M | 0.3% | +1,050.4% | 0.010% | |
5/20/2025 | Anchor Investment Management LLC | 1,972 | $496K | 0.0% | +2.7% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 21,234 | $5.35M | 0.2% | +7.1% | 0.008% | |
5/16/2025 | Logan Capital Management Inc. | 417 | $105K | 0.0% | -21.6% | 0.000% | |
5/16/2025 | Northeast Financial Consultants Inc | 4,627 | $1.17M | 0.1% | -6.9% | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 2,498 | $629K | 0.0% | +3.8% | 0.001% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 3,599 | $906K | 0.0% | -14.5% | 0.001% | |
5/16/2025 | Goldman Sachs Group Inc. | 62,656 | $15.78M | 0.0% | +4.4% | 0.091% | |
5/16/2025 | Jones Financial Companies Lllp | 575,591 | $145.60M | 0.1% | -69.9% | 0.214% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 890 | $221K | 0.1% | -6.6% | 0.000% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 2,265 | $570K | 0.4% | N/A | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 6,564 | $1.67M | 0.2% | -3.7% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 113,858 | $28.67M | 0.2% | -4.0% | 0.042% | |
5/16/2025 | Integrated Wealth Concepts LLC | 7,807 | $1.97M | 0.0% | -3.5% | 0.003% | |
5/16/2025 | Investmark Advisory Group LLC | 4,114 | $1.04M | 0.5% | -13.9% | 0.002% | |
5/16/2025 | Jentner Corp | 99,820 | $25.13M | 7.5% | -3.1% | 0.037% | |
5/16/2025 | AQR Capital Management LLC | 1,083 | $273K | 0.0% | N/A | 0.000% | |
5/16/2025 | Algorithmic Investment Models LLC | 17,269 | $4.35M | 3.2% | +100.1% | 0.006% | |
5/16/2025 | Ancora Advisors LLC | 392 | $99K | 0.0% | -57.9% | 0.000% | |
5/15/2025 | EP Wealth Advisors LLC | 601,701 | $151.49M | 1.2% | +30.7% | 0.224% | |
5/15/2025 | LGL Partners LLC | 1,348 | $339K | 0.2% | -65.9% | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 32,683 | $8.23M | 0.1% | +6.5% | 0.012% | |
5/15/2025 | Royal Bank of Canada | 988,251 | $248.81M | 0.1% | +359.1% | 0.368% | |
5/15/2025 | Betterment LLC | 16,593 | $4.18M | 0.0% | +7.2% | 0.006% | |
5/15/2025 | Connecticut Wealth Management LLC | 10,492 | $2.64M | 0.1% | N/A | 0.004% | |
5/15/2025 | Baird Financial Group Inc. | 42,535 | $10.71M | 0.0% | +4.4% | 0.016% | |
5/15/2025 | Vident Advisory LLC | 899 | $226K | 0.0% | -43.2% | 0.000% | |
5/15/2025 | Evergreen Capital Management LLC | 2,366 | $596K | 0.0% | -8.7% | 0.001% | |
5/15/2025 | WPG Advisers LLC | 826 | $208K | 0.2% | N/A | 0.000% | |
5/14/2025 | Wealth Preservation Advisors LLC | 1,198 | $302K | 0.2% | N/A | 0.000% | |
5/14/2025 | Transamerica Financial Advisors LLC | 13,407 | $3.38M | 0.3% | +2.8% | 0.005% | |
5/14/2025 | Paces Ferry Wealth Advisors LLC | 8,531 | $2.15M | 1.1% | +9.7% | 0.003% | |
5/14/2025 | CreativeOne Wealth LLC | 2,383 | $600K | 0.0% | -23.8% | 0.001% | |
5/14/2025 | Quadcap Wealth Management LLC | 6,170 | $1.55M | 0.2% | -11.2% | 0.002% | |
5/14/2025 | PKS Advisory Services LLC | 3,551 | $894K | 0.3% | +8.8% | 0.001% | |
5/14/2025 | Comerica Bank | 70,771 | $17.82M | 0.1% | +9.3% | 0.026% | |
5/14/2025 | Synovus Financial Corp | 6,032 | $1.52M | 0.0% | +7.7% | 0.002% | |
5/14/2025 | Ally Invest Advisors Inc. | 11,447 | $2.88M | 0.2% | +10.4% | 0.004% | |
5/14/2025 | Smartleaf Asset Management LLC | 2,042 | $517K | 0.0% | +92.6% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 174,597 | $43.96M | 0.0% | +5.1% | 0.065% | |
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5/14/2025 | Sax Wealth Advisors LLC | 881 | $222K | 0.0% | -17.6% | 0.000% | |
5/14/2025 | Strategies Wealth Advisors LLC | 140,039 | $35.26M | 4.3% | +5.4% | 0.052% | |
5/14/2025 | Kestra Advisory Services LLC | 70,325 | $17.71M | 0.1% | +35.8% | 0.026% | |
5/14/2025 | MAS Advisors LLC | 1,204 | $303K | 0.5% | -15.8% | 0.000% | |
5/14/2025 | 1832 Asset Management L.P. | 218,895 | $55.11M | 0.1% | +10.4% | 0.081% | |
5/14/2025 | Compound Planning Inc. | 43,930 | $11.06M | 0.5% | +660.4% | 0.016% | |
5/14/2025 | Ameriprise Financial Inc. | 415,080 | $104.39M | 0.0% | -10.0% | 0.155% | |
5/14/2025 | Bragg Financial Advisors Inc | 125,725 | $31.65M | 1.3% | +4.3% | 0.047% | |
5/14/2025 | CW Advisors LLC | 38,255 | $9.65M | 0.1% | +13.7% | 0.014% | |
5/14/2025 | Summit Financial LLC | 12,034 | $3.03M | 0.1% | +21.1% | 0.004% | |