8/5/2025 | McGinn Penninger Investment Management Inc. | 2,737 | $680K | 0.4% | -8.5% | 0.004% | |
8/5/2025 | Huntington National Bank | 1,320 | $328K | 0.0% | -7.0% | 0.002% | |
8/5/2025 | Westside Investment Management Inc. | 11,765 | $2.93M | 0.5% | +2.8% | 0.019% | |
8/5/2025 | Bank of Montreal Can | 25,505 | $6.33M | 0.0% | +10.7% | 0.042% | |
8/5/2025 | Sigma Planning Corp | 8,177 | $2.03M | 0.1% | -4.7% | 0.013% | |
8/5/2025 | EPG Wealth Management LLC | 510 | $127K | 0.0% | -16.0% | 0.001% | |
8/5/2025 | Mission Wealth Management LP | 4,499 | $1.12M | 0.0% | -7.3% | 0.007% | |
8/5/2025 | TIAA Trust National Association | 15,889 | $3.95M | 0.0% | -11.5% | 0.026% | |
8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,159 | $1.03M | 0.1% | +20.6% | 0.007% | |
8/5/2025 | Elm Partners Management LLC | 4,619 | $1.15M | 0.1% | +146.7% | 0.008% | |
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8/5/2025 | Welch & Forbes LLC | 2,352 | $584K | 0.0% | -1.9% | 0.004% | |
8/5/2025 | American Institute for Advanced Investment Management LLP | 1,066 | $265K | 0.2% | -15.8% | 0.002% | |
8/4/2025 | Center for Financial Planning Inc. | 778 | $193K | 0.0% | -6.9% | 0.001% | |
8/4/2025 | Jim Saulnier & Associates LLC | 933 | $232K | 0.2% | N/A | 0.002% | |
8/4/2025 | AlphaStar Capital Management LLC | 1,536 | $382K | 0.0% | -11.0% | 0.003% | |
8/4/2025 | Integrity Alliance LLC. | 1,101 | $273K | 0.0% | -24.8% | 0.002% | |
8/4/2025 | Bordeaux Wealth Advisors LLC | 45,823 | $11.38M | 1.5% | -0.3% | 0.075% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 11,310 | $2.81M | 0.2% | +29.6% | 0.018% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,081 | $765K | 0.1% | -8.9% | 0.005% | |
8/4/2025 | Kovack Advisors Inc. | 1,902 | $472K | 0.0% | -3.0% | 0.003% | |
8/4/2025 | Pinnacle Associates Ltd. | 4,226 | $1.05M | 0.0% | +1.8% | 0.007% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 912 | $226K | 0.0% | N/A | 0.001% | |
8/4/2025 | BLB&B Advisors LLC | 1,356 | $337K | 0.0% | -21.8% | 0.002% | |
8/4/2025 | One Day In July LLC | 10,668 | $2.65M | 0.2% | +21.5% | 0.017% | |
8/4/2025 | Atria Investments Inc | 12,894 | $3.20M | 0.0% | +1.3% | 0.021% | |
8/4/2025 | FRG Family Wealth Advisors LLC | 7,318 | $1.82M | 0.3% | -23.5% | 0.012% | |
8/4/2025 | Grant Street Asset Management Inc. | 1,723 | $428K | 0.1% | -22.3% | 0.003% | |
8/4/2025 | Assetmark Inc. | 13,142 | $3.26M | 0.0% | +222.2% | 0.021% | |
8/4/2025 | HBK Sorce Advisory LLC | 2,663 | $661K | 0.0% | -6.9% | 0.004% | |
8/4/2025 | Spire Wealth Management | 3,198 | $794K | 0.0% | -14.8% | 0.005% | |
8/4/2025 | Arkadios Wealth Advisors | 5,068 | $1.26M | 0.0% | +9.4% | 0.008% | |
8/4/2025 | World Investment Advisors | 2,889 | $717K | 0.0% | -1.8% | 0.005% | |
8/4/2025 | Flagship Harbor Advisors LLC | 1,659 | $412K | 0.0% | -18.4% | 0.003% | |
8/4/2025 | Daymark Wealth Partners LLC | 2,929 | $727K | 0.0% | -3.2% | 0.005% | |
8/4/2025 | WNY Asset Management LLC | 5,580 | $1.39M | 0.2% | +6.9% | 0.009% | |
8/4/2025 | Wealth Management Associates Inc. | 2,211 | $549K | 0.2% | -2.0% | 0.004% | |
8/1/2025 | Planning Directions Inc. | 4,001 | $993K | 0.6% | -19.6% | 0.007% | |
8/1/2025 | Zhang Financial LLC | 1,858 | $461K | 0.0% | -6.5% | 0.003% | |
8/1/2025 | Integral Investment Advisors Inc. | 3,578 | $889K | 0.3% | -2.7% | 0.006% | |
8/1/2025 | GWN Securities Inc. | 23,648 | $5.87M | 1.1% | -82.3% | 0.039% | |
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8/1/2025 | Rossby Financial LCC | 6,509 | $1.62M | 0.6% | +1.0% | 0.011% | |
8/1/2025 | Liberty Wealth Management LLC | 4,813 | $1.20M | 0.2% | -36.1% | 0.008% | |
8/1/2025 | Penobscot Wealth Management | 12,543 | $3.12M | 1.1% | +13.9% | 0.020% | |
8/1/2025 | Bessemer Group Inc. | 1,249 | $310K | 0.0% | -7.7% | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 392,361 | $97.44M | 0.0% | -2.0% | 0.639% | |
7/31/2025 | Wealthfront Advisers LLC | 12,217 | $3.03M | 0.0% | +17.6% | 0.020% | |
7/31/2025 | Conservest Capital Advisors Inc. | 2,994 | $743K | 0.1% | -10.1% | 0.005% | |
7/31/2025 | Ingalls & Snyder LLC | 4,548 | $1.13M | 0.0% | -10.3% | 0.007% | |
7/31/2025 | Brighton Jones LLC | 5,928 | $1.47M | 0.0% | -1.2% | 0.010% | |
7/31/2025 | Leavell Investment Management Inc. | 3,211 | $797K | 0.0% | -5.1% | 0.005% | |
7/31/2025 | BIP Wealth LLC | 2,514 | $624K | 0.0% | -3.0% | 0.004% | |
7/31/2025 | City State Bank | 7,340 | $1.82M | 0.6% | -7.7% | 0.012% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 4,007 | $995K | 0.0% | -6.0% | 0.007% | |
7/31/2025 | Allied Investment Advisors LLC | 154,915 | $38.47M | 6.7% | +5.7% | 0.252% | |
7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 8,250 | $2.05M | 0.5% | -2.1% | 0.013% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 1,486 | $369K | 0.1% | +10.3% | 0.002% | |
7/31/2025 | LJI Wealth Management LLC | 2,320 | $576K | 0.1% | -4.9% | 0.004% | |
7/31/2025 | Sharper & Granite LLC | 26,792 | $6.69M | 2.5% | -7.4% | 0.044% | |
7/31/2025 | Moser Wealth Advisors LLC | 18,156 | $4.51M | 2.2% | +2.3% | 0.030% | |
7/31/2025 | WFA Asset Management Corp | 982 | $261K | 0.2% | -11.0% | 0.002% | |
7/31/2025 | FSM Wealth Advisors LLC | 1,793 | $444K | 0.1% | N/A | 0.003% | |
7/30/2025 | KPP Advisory Services LLC | 1,696 | $421K | 0.1% | -6.1% | 0.003% | |
7/30/2025 | Cornerstone Advisory LLC | 25,820 | $6.41M | 0.7% | -1.3% | 0.042% | |
7/30/2025 | Bleakley Financial Group LLC | 27,199 | $6.76M | 0.2% | -2.2% | 0.044% | |
7/30/2025 | Strategic Blueprint LLC | 1,121 | $278K | 0.0% | -16.3% | 0.002% | |
7/30/2025 | Principle Wealth Partners LLC | 7,068 | $1.76M | 0.1% | -2.6% | 0.012% | |
7/30/2025 | Sonata Capital Group Inc. | 1,255 | $312K | 0.1% | -17.4% | 0.002% | |
7/30/2025 | Paragon Financial Partners Inc. | 29,477 | $7.32M | 5.0% | +2.6% | 0.048% | |
7/30/2025 | Axiom Financial Strategies LLC | 21,845 | $5.43M | 3.0% | -1.5% | 0.036% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 20,650 | $5.13M | 0.7% | -20.3% | 0.034% | |
7/30/2025 | Brookstone Capital Management | 11,720 | $2.91M | 0.0% | -1.0% | 0.019% | |
7/30/2025 | Chokshi & Queen Wealth Advisors Inc | 23,165 | $5.75M | 3.3% | +1.3% | 0.038% | |
7/30/2025 | Retirement Planning Group LLC | 3,713 | $922K | 0.0% | +53.8% | 0.006% | |
7/30/2025 | D.A. Davidson & CO. | 24,039 | $5.97M | 0.0% | -1.1% | 0.039% | |
7/30/2025 | Pacific Sun Financial Corp | 2,258 | $561K | 0.3% | +2.5% | 0.004% | |
7/30/2025 | Advantage Trust Co | 6,035 | $1.50M | 0.7% | -5.0% | 0.010% | |
7/30/2025 | Whittier Trust Co. of Nevada Inc. | 4,662 | $1.16M | 0.0% | -7.8% | 0.008% | |
7/30/2025 | Whittier Trust Co. | 5,847 | $1.45M | 0.0% | -2.7% | 0.010% | |
7/30/2025 | Triton Financial Group Inc | 3,335 | $828K | 0.6% | N/A | 0.005% | |
7/30/2025 | Canvas Wealth Advisors LLC | 936 | $233K | 0.0% | -18.5% | 0.002% | |
7/30/2025 | WBH Advisory Inc. | 65,150 | $16.18M | 1.4% | -7.0% | 0.106% | |
7/29/2025 | Stephens Inc. AR | 4,973 | $1.24M | 0.0% | -6.2% | 0.008% | |
7/29/2025 | Salomon & Ludwin LLC | 5,109 | $1.28M | 0.1% | -1.2% | 0.008% | |
7/29/2025 | Chicago Partners Investment Group LLC | 843 | $212K | 0.0% | -37.4% | 0.001% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 3,117 | $774K | 0.3% | -19.2% | 0.005% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 5,553 | $1.38M | 0.0% | -7.6% | 0.009% | |
7/29/2025 | Financial Futures Ltd Liability Co. | 7,199 | $1.79M | 1.0% | -41.4% | 0.012% | |
7/29/2025 | May Barnhard Investments LLC | 4,626 | $1.15M | 0.5% | +5.1% | 0.008% | |
7/29/2025 | Stratos Wealth Partners LTD. | 74,037 | $18.39M | 0.2% | -3.3% | 0.121% | |
7/29/2025 | Stratos Wealth Advisors LLC | 1,575 | $391K | 0.0% | +16.2% | 0.003% | |
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7/29/2025 | Private Trust Co. NA | 169 | $42K | 0.0% | -54.1% | 0.000% | |
7/29/2025 | Harbor Asset Planning Inc. | 6,557 | $1.63M | 1.6% | N/A | 0.011% | |
7/28/2025 | Wealthspan Partners LLC | 3,825 | $950K | 0.4% | +19.1% | 0.006% | |
7/28/2025 | Nvest Financial LLC | 1,360 | $338K | 0.2% | -93.1% | 0.002% | |
7/28/2025 | Mutual Advisors LLC | 1,909 | $480K | 0.0% | -67.5% | 0.003% | |
7/28/2025 | Harbour Investments Inc. | 18,292 | $4.54M | 0.1% | +2.4% | 0.030% | |
7/28/2025 | Wilmington Savings Fund Society FSB | 3,797 | $943K | 0.0% | -3.8% | 0.006% | |
7/28/2025 | Founders Grove Wealth Partners LLC | 25,670 | $6.38M | 1.6% | +4.8% | 0.042% | |
7/28/2025 | Morningstar Investment Management LLC | 405,130 | $100.61M | 8.8% | +39.8% | 0.660% | |
7/28/2025 | RFG Advisory LLC | 1,132 | $281K | 0.0% | +14.6% | 0.002% | |