7/15/2025 | McAdam LLC | 1,303 | $324K | 0.0% | +8.8% | 0.002% | |
7/15/2025 | Cora Capital Advisors LLC | 12,102 | $3.01M | 1.3% | -1.8% | 0.020% | |
7/15/2025 | North Star Investment Management Corp. | 8,648 | $2.15M | 0.1% | -0.6% | 0.014% | |
7/15/2025 | TD Private Client Wealth LLC | 947 | $235K | 0.0% | -9.6% | 0.002% | |
7/15/2025 | BCS Wealth Management | 3,737 | $928K | 0.2% | +3.8% | 0.006% | |
7/15/2025 | Ridgecrest Wealth Partners LLC | 1,435 | $356K | 0.2% | +30.9% | 0.002% | |
7/15/2025 | Accurate Wealth Management LLC | 1,220 | $307K | 0.0% | -20.9% | 0.002% | |
7/15/2025 | Fifth Third Bancorp | 22,232 | $5.52M | 0.0% | -9.7% | 0.036% | |
7/15/2025 | Sheets Smith Wealth Management | 4,877 | $1.21M | 0.1% | -4.6% | 0.008% | |
7/15/2025 | Focused Wealth Management Inc | 4,286 | $1.06M | 0.1% | -2.1% | 0.007% | |
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7/15/2025 | Christensen King & Associates Investment Services Inc. | 3,744 | $930K | 0.4% | -4.6% | 0.006% | |
7/15/2025 | Optima Capital LLC | 2,651 | $658K | 0.4% | -23.8% | 0.004% | |
7/14/2025 | Gries Financial LLC | 1,230 | $305K | 0.1% | N/A | 0.002% | |
7/14/2025 | AdvisorNet Financial Inc | 709 | $176K | 0.0% | -23.5% | 0.001% | |
7/14/2025 | CRA Financial Services LLC | 3,617 | $898K | 0.1% | -5.9% | 0.006% | |
7/14/2025 | Armstrong Advisory Group Inc. | 128,136 | $31.82M | 2.4% | -3.4% | 0.208% | |
7/14/2025 | McGlone Suttner Wealth Management Inc. | 3,399 | $844K | 0.1% | -2.7% | 0.006% | |
7/14/2025 | ABLE Financial Group LLC | 1,217 | $302K | 0.1% | +14.7% | 0.002% | |
7/14/2025 | Lakeshore Financial Planning Inc. | 53,666 | $13.33M | 5.4% | +4.2% | 0.087% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 7,660 | $1.90M | 0.1% | +219.3% | 0.012% | |
7/14/2025 | Narus Financial Partners LLC | 1,087 | $270K | 0.1% | N/A | 0.002% | |
7/14/2025 | Rooted Wealth Advisors Inc. | 5,578 | $1.39M | 0.5% | +10.1% | 0.009% | |
7/14/2025 | Flagstar Advisors Inc. | 3,582 | $889K | 0.2% | -8.6% | 0.006% | |
7/14/2025 | Park Avenue Securities LLC | 3,213 | $798K | 0.0% | -38.9% | 0.005% | |
7/14/2025 | Cathy Pareto & Associates Inc. | 7,091 | $1.76M | 1.5% | -0.6% | 0.012% | |
7/11/2025 | Quantum Financial Advisors LLC | 1,505 | $374K | 0.1% | N/A | 0.002% | |
7/11/2025 | Compass Ion Advisors LLC | 6,005 | $1.49M | 0.2% | -16.5% | 0.010% | |
7/11/2025 | First PREMIER Bank | 19,179 | $4.76M | 1.2% | -1.8% | 0.031% | |
7/11/2025 | Capital Advantage Inc. | 86,548 | $21.49M | 3.4% | -2.0% | 0.140% | |
7/11/2025 | Farther Finance Advisors LLC | 8,455 | $2.10M | 0.0% | +135.3% | 0.014% | |
7/11/2025 | CX Institutional | 3,799 | $943K | 0.0% | -57.6% | 0.006% | |
7/11/2025 | SeaCrest Wealth Management LLC | 2,233 | $554K | 0.1% | -64.3% | 0.004% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 320,144 | $80.90M | 0.0% | N/A | 0.519% | |
7/10/2025 | Triangle Securities Wealth Management | 4,419 | $1.10M | 0.3% | +6.1% | 0.007% | |
7/10/2025 | Charter Oak Capital Management LLC | 5,264 | $1.31M | 0.1% | -6.8% | 0.009% | |
7/10/2025 | HF Advisory Group LLC | 1,975 | $490K | 0.2% | -10.1% | 0.003% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 4,147 | $1.03M | 0.1% | -46.8% | 0.007% | |
7/10/2025 | Exchange Traded Concepts LLC | 9,421 | $2.34M | 0.0% | +6.3% | 0.015% | |
7/10/2025 | Polianta Ltd | 28,700 | $7.13M | 3.1% | N/A | 0.046% | |
7/10/2025 | Bigelow Investment Advisors LLC | 5,506 | $1.37M | 0.6% | +1.9% | 0.009% | |
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7/10/2025 | Fulton Bank N.A. | 876 | $218K | 0.0% | -82.7% | 0.001% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 9,133 | $2.28M | 0.1% | +3.0% | 0.015% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 59,832 | $14.96M | 0.0% | +2.7% | 0.097% | |
7/10/2025 | High Net Worth Advisory Group LLC | 6,229 | $1.55M | 0.4% | -1.2% | 0.010% | |
7/10/2025 | Wedmont Private Capital | 1,424 | $356K | 0.0% | -24.5% | 0.002% | |
7/10/2025 | Signal Advisors Wealth LLC | 1,610 | $400K | 0.0% | +28.8% | 0.003% | |
7/10/2025 | Financial Management Network Inc. | 29,309 | $7.33M | 1.3% | -0.2% | 0.047% | |
7/9/2025 | Praetorian Wealth Management Inc. | 13,987 | $3.47M | 0.8% | -0.6% | 0.023% | |
7/9/2025 | Chesley Taft & Associates LLC | 1,037 | $258K | 0.0% | N/A | 0.002% | |
7/9/2025 | Procyon Advisors LLC | 1,322 | $328K | 0.0% | +35.5% | 0.002% | |
7/9/2025 | Pallas Capital Advisors LLC | 3,294 | $818K | 0.0% | -19.0% | 0.005% | |
7/9/2025 | GSG Advisors LLC | 1,194 | $297K | 0.1% | -7.7% | 0.002% | |
7/9/2025 | Goelzer Investment Management Inc. | 1,735 | $431K | 0.0% | -11.5% | 0.003% | |
7/9/2025 | Baron Financial Group LLC | 15,064 | $3.74M | 2.2% | -0.7% | 0.024% | |
7/9/2025 | Bulwark Capital Corp | 2,169 | $539K | 0.5% | N/A | 0.004% | |
7/9/2025 | First Financial Corp IN | 10,199 | $2.53M | 1.1% | -6.9% | 0.017% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 41,943 | $10.42M | 0.3% | +3.4% | 0.068% | |
7/8/2025 | Lpwm LLC | 2,844 | $706K | 0.2% | -8.3% | 0.005% | |
7/8/2025 | Arlington Trust Co LLC | 1,622 | $403K | 0.1% | -9.0% | 0.003% | |
7/8/2025 | Baker Ellis Asset Management LLC | 11,817 | $2.94M | 0.4% | -0.9% | 0.019% | |
7/8/2025 | Webster Bank N. A. | 17,986 | $4.47M | 0.5% | -7.8% | 0.029% | |
7/8/2025 | Apella Capital LLC | 825 | $204K | 0.0% | -10.0% | 0.001% | |
7/8/2025 | Parallel Advisors LLC | 7,331 | $1.82M | 0.0% | +0.8% | 0.012% | |
7/7/2025 | Trust Co. of Oklahoma | 30,080 | $7.47M | 2.4% | +3.0% | 0.049% | |
7/7/2025 | Global Wealth Strategies & Associates | 378 | $94K | 0.0% | -11.7% | 0.001% | |
7/7/2025 | Nova Wealth Management Inc. | 465 | $115K | 0.1% | +35.6% | 0.001% | |
7/7/2025 | TruWealth Advisors LLC | 9,100 | $2.26M | 0.1% | -4.1% | 0.015% | |
7/7/2025 | RDA Financial Network | 6,318 | $1.57M | 0.4% | +2.8% | 0.010% | |
7/3/2025 | Collective Family Office LLC | 1,705 | $423K | 0.1% | -21.8% | 0.003% | |
7/2/2025 | Dentgroup LLC | 2,984 | $741K | 0.5% | -2.9% | 0.005% | |
7/2/2025 | HBW Advisory Services LLC | 1,998 | $496K | 0.1% | +5.5% | 0.003% | |
7/2/2025 | Marotta Asset Management | 66,959 | $16.63M | 3.3% | +1.8% | 0.108% | |
7/1/2025 | Park National Corp OH | 17,015 | $4.23M | 0.1% | +16.0% | 0.027% | |
6/13/2025 | Optima Capital LLC | 3,479 | $921K | 0.6% | -1.5% | 0.004% | |
6/10/2025 | Compass Financial Services Inc | 191 | $51K | 0.0% | +38.4% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 1,319 | $349K | 0.0% | N/A | 0.002% | |
6/2/2025 | Modern Wealth Management LLC | 2,709 | $717K | 0.0% | -6.4% | 0.003% | |
5/29/2025 | Nova Wealth Management Inc. | 343 | $91K | 0.1% | +40.0% | 0.000% | |
5/28/2025 | Wealth Management Associates Inc. | 2,255 | $597K | 0.3% | +5.3% | 0.003% | |
5/27/2025 | Advisors Capital Management LLC | 12,322 | $3.26M | 0.1% | +1.8% | 0.014% | |
5/22/2025 | BOS Asset Management LLC | 1,565 | $414K | 0.1% | -7.0% | 0.002% | |
5/21/2025 | Beacon Capital Management Inc. | 20,460 | $5.06M | 0.3% | -95.0% | 0.023% | |
5/21/2025 | McAdam LLC | 1,198 | $317K | 0.0% | -18.8% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 3,888 | $1.03M | 0.0% | -19.3% | 0.004% | |
5/20/2025 | Focus Partners Wealth | 71,577 | $18.95M | 0.0% | -7.3% | 0.082% | |
5/20/2025 | Integrity Alliance LLC. | 1,465 | $388K | 0.0% | N/A | 0.002% | |
5/20/2025 | Anchor Investment Management LLC | 15,730 | $4.16M | 0.4% | +6.5% | 0.018% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 22,878 | $6.06M | 3.7% | -1.8% | 0.026% | |
5/19/2025 | Jane Street Group LLC | 1,803 | $477K | 0.0% | -21.2% | 0.002% | |
5/19/2025 | Advisory Alpha LLC | 1,276 | $338K | 0.0% | N/A | 0.001% | |
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5/16/2025 | McIlrath & Eck LLC | 243 | $64K | 0.0% | +69.9% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 1,562 | $414K | 0.0% | N/A | 0.002% | |
5/16/2025 | Ascent Group LLC | 1,881 | $498K | 0.0% | N/A | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 1,514 | $401K | 0.0% | -22.7% | 0.002% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 6,012 | $1.59M | 0.0% | -9.2% | 0.007% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 783 | $207K | 0.0% | N/A | 0.001% | |
5/16/2025 | Goldman Sachs Group Inc. | 44,394 | $11.75M | 0.0% | -19.8% | 0.072% | |
5/16/2025 | Jones Financial Companies Lllp | 98,301 | $26.02M | 0.0% | +243.7% | 0.113% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 16,719 | $4.28M | 1.9% | N/A | 0.019% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 11,120 | $2.94M | 0.7% | -1.1% | 0.013% | |