7/24/2025 | JFS Wealth Advisors LLC | 1,658 | $211K | 0.0% | -9.2% | 0.002% | |
7/24/2025 | Blue Trust Inc. | 1,284 | $163K | 0.0% | +49.8% | 0.001% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 58,836 | $7.49M | 0.2% | -1.5% | 0.060% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 6,101 | $777K | 0.1% | -3.7% | 0.006% | |
7/24/2025 | Pinion Investment Advisors LLC | 6,305 | $803K | 0.3% | -1.7% | 0.006% | |
7/24/2025 | Coordinated Financial Services Inc. | 2,414 | $307K | 0.2% | N/A | 0.002% | |
7/24/2025 | IFP Advisors Inc | 1,428 | $182K | 0.0% | -30.3% | 0.001% | |
7/24/2025 | Blair William & Co. IL | 17,497 | $2.23M | 0.0% | +68.6% | 0.018% | |
7/24/2025 | Leo Wealth LLC | 1,865 | $237K | 0.0% | N/A | 0.002% | |
7/24/2025 | US Bancorp DE | 8,089 | $1.03M | 0.0% | +29.7% | 0.008% | |
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7/23/2025 | Capital Management Associates Inc | 4,342 | $553K | 0.2% | N/A | 0.004% | |
7/23/2025 | Clear Creek Financial Management LLC | 20,620 | $2.63M | 0.2% | N/A | 0.021% | |
7/23/2025 | Valmark Advisers Inc. | 7,775 | $990K | 0.0% | -5.5% | 0.008% | |
7/23/2025 | Venturi Wealth Management LLC | 1,706 | $217K | 0.0% | -7.4% | 0.002% | |
7/23/2025 | Wheelhouse Advisory Group LLC | 72,127 | $9.18M | 4.7% | +3.0% | 0.073% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 4,431 | $564K | 0.0% | -47.3% | 0.004% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 11,007 | $1.40M | 0.0% | -34.2% | 0.011% | |
7/22/2025 | Belpointe Asset Management LLC | 6,639 | $845K | 0.0% | +82.6% | 0.007% | |
7/22/2025 | Cedar Mountain Advisors LLC | 147,534 | $18.78M | 3.9% | +0.9% | 0.150% | |
7/22/2025 | Valeo Financial Advisors LLC | 6,725 | $856K | 0.0% | N/A | 0.007% | |
7/22/2025 | Joule Financial LLC | 25,690 | $3.27M | 1.1% | +2.7% | 0.026% | |
7/22/2025 | DAVENPORT & Co LLC | 5,963 | $759K | 0.0% | +162.2% | 0.006% | |
7/22/2025 | Merit Financial Group LLC | 45,395 | $5.78M | 0.1% | +1.8% | 0.046% | |
7/22/2025 | IVC Wealth Advisors LLC | 1,785 | $227K | 0.1% | N/A | 0.002% | |
7/22/2025 | Wealthcare Capital Partners LLC | 11,442 | $1.46M | 0.7% | +3.7% | 0.012% | |
7/22/2025 | Checchi Capital Advisers LLC | 7,313 | $931K | 0.1% | -5.4% | 0.007% | |
7/21/2025 | Ameriflex Group Inc. | 626 | $79K | 0.0% | +16.8% | 0.001% | |
7/21/2025 | QRG Capital Management Inc. | 4,017 | $511K | 0.0% | -6.9% | 0.004% | |
7/21/2025 | Curran Financial Partners LLC | 54,121 | $6.89M | 1.5% | N/A | 0.055% | |
7/21/2025 | Ameritas Advisory Services LLC | 15,236 | $1.94M | 0.1% | -17.4% | 0.015% | |
7/21/2025 | Trinity Legacy Partners LLC | 23,324 | $2.96M | 0.7% | -0.7% | 0.024% | |
7/18/2025 | McGuire Investment Group LLC | 6,174 | $786K | 0.1% | +6.5% | 0.006% | |
7/18/2025 | Pure Financial Advisors LLC | 6,537 | $832K | 0.0% | +24.3% | 0.007% | |
7/18/2025 | Woodward Diversified Capital LLC | 8,380 | $1.07M | 0.5% | +53.4% | 0.009% | |
7/18/2025 | NRI Wealth Management LC | 33,621 | $4.28M | 2.6% | +9.2% | 0.034% | |
7/18/2025 | Trust Co. of Vermont | 6,677 | $850K | 0.0% | -11.5% | 0.007% | |
7/18/2025 | Consolidated Portfolio Review Corp | 9,548 | $1.22M | 0.2% | -9.0% | 0.010% | |
7/18/2025 | O ROURKE & COMPANY Inc | 22,062 | $2.81M | 1.3% | -1.5% | 0.022% | |
7/18/2025 | Truist Financial Corp | 114,044 | $14.52M | 0.0% | -14.8% | 0.116% | |
7/17/2025 | Bluesphere Advisors LLC | 2,945 | $375K | 0.2% | -30.1% | 0.003% | |
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7/17/2025 | Capital Investment Advisors LLC | 3,531 | $450K | 0.0% | +32.9% | 0.004% | |
7/17/2025 | HB Wealth Management LLC | 4,489 | $571K | 0.0% | -35.4% | 0.005% | |
7/17/2025 | Janney Montgomery Scott LLC | 138,670 | $17.65M | 0.0% | +3.1% | 0.141% | |
7/17/2025 | Venture Visionary Partners LLC | 4,823 | $614K | 0.0% | -3.4% | 0.005% | |
7/17/2025 | Fifth Third Securities Inc. | 19,834 | $2.53M | 0.2% | +16.0% | 0.020% | |
7/17/2025 | Global Trust Asset Management LLC | 3,415 | $435K | 0.2% | +42.9% | 0.003% | |
7/17/2025 | Beacon Capital Management LLC | 4,771 | $607K | 0.1% | -23.4% | 0.005% | |
7/17/2025 | Avior Wealth Management LLC | 1,723 | $219K | 0.0% | -19.7% | 0.002% | |
7/17/2025 | RBA Wealth Management LLC | 11,969 | $1.52M | 0.6% | +4.6% | 0.012% | |
7/16/2025 | Marmo Financial Group LLC | 94,553 | $12.04M | 6.0% | +1.6% | 0.096% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 8,589 | $1.09M | 0.3% | N/A | 0.009% | |
7/16/2025 | CX Institutional | 1,860 | $237K | 0.0% | +6,788.9% | 0.002% | |
7/16/2025 | American National Bank & Trust | 291 | $37K | 0.0% | N/A | 0.000% | |
7/16/2025 | Fischer Financial Services Inc. | 11,190 | $1.41M | 0.4% | -4.1% | 0.011% | |
7/16/2025 | Octavia Wealth Advisors LLC | 3,095 | $394K | 0.0% | -8.1% | 0.003% | |
7/16/2025 | Plancorp LLC | 1,586 | $202K | 0.0% | N/A | 0.002% | |
7/15/2025 | Harrell Investment Partners LLC | 5,855 | $745K | 0.2% | N/A | 0.006% | |
7/15/2025 | TD Private Client Wealth LLC | 3,252 | $414K | 0.0% | +5.5% | 0.003% | |
7/15/2025 | James J. Burns & Company LLC | 2,766 | $352K | 0.1% | +17.8% | 0.003% | |
7/15/2025 | Maseco LLP | 373 | $47K | 0.0% | N/A | 0.000% | |
7/15/2025 | Fifth Third Bancorp | 92,960 | $11.83M | 0.0% | -2.9% | 0.094% | |
7/15/2025 | Sheets Smith Wealth Management | 1,666 | $212K | 0.0% | N/A | 0.002% | |
7/15/2025 | Focused Wealth Management Inc | 5,065 | $645K | 0.1% | +51.8% | 0.005% | |
7/15/2025 | Optima Capital LLC | 4,628 | $589K | 0.3% | -41.8% | 0.005% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 19,668 | $2.50M | 0.1% | +2.8% | 0.020% | |
7/14/2025 | LCM Capital Management Inc | 61,159 | $7.79M | 4.0% | +0.4% | 0.062% | |
7/14/2025 | Lewis Asset Management LLC | 4,956 | $631K | 0.3% | +3.8% | 0.005% | |
7/14/2025 | Park Avenue Securities LLC | 3,075 | $391K | 0.0% | -59.0% | 0.003% | |
7/11/2025 | Compass Ion Advisors LLC | 3,482 | $443K | 0.0% | -4.4% | 0.004% | |
7/11/2025 | Farther Finance Advisors LLC | 9,215 | $1.17M | 0.0% | +34.0% | 0.009% | |
7/11/2025 | Silver Oak Securities Incorporated | 2,706 | $344K | 0.0% | -3.0% | 0.003% | |
7/11/2025 | CX Institutional | 1,860 | $237K | 0.0% | +6,788.9% | 0.002% | |
7/11/2025 | CMH Wealth Management LLC | 133,988 | $17.06M | 4.0% | -1.0% | 0.136% | |
7/11/2025 | Bridge Creek Capital Management LLC | 1,663 | $212K | 0.1% | N/A | 0.002% | |
7/11/2025 | SeaCrest Wealth Management LLC | 1,829 | $233K | 0.0% | -35.4% | 0.002% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 913,614 | $116.30M | 0.0% | N/A | 0.929% | |
7/11/2025 | Grove Bank & Trust | 296 | $38K | 0.0% | N/A | 0.000% | |
7/10/2025 | Oldfather Financial Services LLC | 2,047 | $261K | 0.1% | +4.3% | 0.002% | |
7/10/2025 | Global Financial Private Client LLC | 1,585 | $202K | 0.1% | +5.7% | 0.002% | |
7/10/2025 | Exchange Traded Concepts LLC | 38,212 | $4.86M | 0.1% | -19.9% | 0.039% | |
7/10/2025 | Bigelow Investment Advisors LLC | 12,506 | $1.59M | 0.7% | +5.8% | 0.013% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 21,171 | $2.74M | 0.1% | -2.9% | 0.022% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 103,650 | $13.43M | 0.0% | +0.1% | 0.105% | |
7/10/2025 | Wedmont Private Capital | 3,555 | $455K | 0.0% | -15.0% | 0.004% | |
7/10/2025 | Focus Financial Network Inc. | 29,353 | $3.74M | 0.1% | +2.8% | 0.030% | |
7/9/2025 | Praetorian Wealth Management Inc. | 22,199 | $2.83M | 0.7% | +1.2% | 0.023% | |
7/9/2025 | Channel Wealth LLC | 1,957 | $249K | 0.1% | -8.7% | 0.002% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 1,650 | $210K | 0.0% | N/A | 0.002% | |
7/9/2025 | Krilogy Financial LLC | 13,727 | $1.75M | 0.1% | -6.2% | 0.014% | |
7/9/2025 | Fiduciary Alliance LLC | 3,880 | $494K | 0.0% | N/A | 0.004% | |
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7/9/2025 | Searcy Financial Services Inc. ADV | 110,480 | $14.06M | 5.7% | +0.6% | 0.112% | |
7/9/2025 | Triumph Capital Management | 1,683 | $214K | 0.1% | -9.9% | 0.002% | |
7/9/2025 | First Financial Corp IN | 29,929 | $3.81M | 1.7% | -0.5% | 0.030% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 112,498 | $14.32M | 0.4% | +3.3% | 0.114% | |
7/8/2025 | Parallel Advisors LLC | 14,277 | $1.82M | 0.0% | -3.0% | 0.015% | |
7/7/2025 | Trust Co. of Oklahoma | 137,191 | $17.46M | 5.6% | -0.5% | 0.140% | |
7/7/2025 | Nova Wealth Management Inc. | 9,360 | $1.19M | 0.9% | +21.5% | 0.010% | |
7/1/2025 | Park National Corp OH | 30,036 | $3.82M | 0.1% | -4.4% | 0.031% | |
6/13/2025 | Optima Capital LLC | 7,950 | $950K | 0.6% | -5.4% | 0.008% | |
6/3/2025 | Invst LLC | 52,862 | $6.32M | 0.9% | -20.9% | 0.054% | |