7/14/2025 | Sowell Financial Services LLC | 3,379 | $961K | 0.0% | +2.3% | 0.006% | |
7/11/2025 | Prosperity Planning Inc. | 32,345 | $9.20M | 2.7% | +2.5% | 0.053% | |
7/11/2025 | Bouvel Investment Partners LLC | 2,548 | $725K | 0.2% | -82.3% | 0.004% | |
7/11/2025 | First PREMIER Bank | 3,761 | $1.07M | 0.3% | +31.5% | 0.006% | |
7/11/2025 | Farther Finance Advisors LLC | 1,731 | $492K | 0.0% | -8.6% | 0.003% | |
7/11/2025 | Busey Bank | 5,844 | $1.66M | 0.1% | +17.1% | 0.010% | |
7/11/2025 | Silver Oak Securities Incorporated | 1,232 | $350K | 0.0% | +21.9% | 0.002% | |
7/11/2025 | CX Institutional | 29,894 | $8.50M | 0.3% | +12.2% | 0.049% | |
7/11/2025 | UMB Bank n.a. | 9,906 | $2.82M | 0.0% | -6.3% | 0.016% | |
7/11/2025 | Pinnacle Bancorp Inc. | 2,466 | $701K | 0.2% | -2.2% | 0.004% | |
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7/11/2025 | My Legacy Advisors LLC | 7,867 | $2.25M | 0.8% | -17.5% | 0.013% | |
7/11/2025 | SeaCrest Wealth Management LLC | 2,038 | $580K | 0.1% | +9.8% | 0.003% | |
7/10/2025 | Orgel Wealth Management LLC | 221,110 | $62.88M | 1.5% | +6.3% | 0.363% | |
7/10/2025 | Oldfather Financial Services LLC | 921 | $262K | 0.1% | N/A | 0.002% | |
7/10/2025 | Moody National Bank Trust Division | 11,849 | $3.37M | 0.3% | -1.5% | 0.019% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 4,623 | $1.32M | 0.2% | N/A | 0.008% | |
7/10/2025 | Exchange Traded Concepts LLC | 3,360 | $956K | 0.0% | N/A | 0.006% | |
7/10/2025 | Weinberger Asset Management Inc | 9,098 | $2.59M | 1.0% | -0.9% | 0.015% | |
7/10/2025 | Fulton Bank N.A. | 724 | $206K | 0.0% | N/A | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 145,843 | $41.81M | 0.1% | +3.3% | 0.240% | |
7/10/2025 | Moller Wealth Partners | 3,336 | $949K | 0.2% | -2.1% | 0.005% | |
7/10/2025 | Wedmont Private Capital | 11,308 | $3.24M | 0.1% | +5.5% | 0.019% | |
7/10/2025 | Compton Wealth Advisory Group LLC | 46,921 | $13.34M | 3.4% | +1.1% | 0.077% | |
7/10/2025 | Secure Asset Management LLC | 1,622 | $461K | 0.1% | -6.6% | 0.003% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 25,692 | $7.31M | 2.3% | +1.0% | 0.042% | |
7/10/2025 | Shira Ridge Wealth Management | 15,824 | $4.50M | 2.1% | +0.5% | 0.026% | |
7/10/2025 | Signal Advisors Wealth LLC | 2,004 | $570K | 0.0% | +4.4% | 0.003% | |
7/10/2025 | Sovran Advisors LLC | 7,693 | $2.19M | 0.2% | +66.5% | 0.013% | |
7/9/2025 | Praetorian Wealth Management Inc. | 82,059 | $23.34M | 5.4% | -15.9% | 0.135% | |
7/9/2025 | Gilman Hill Asset Management LLC | 797 | $227K | 0.0% | -5.9% | 0.001% | |
7/9/2025 | Sapient Capital LLC | 2,500 | $711K | 0.0% | N/A | 0.004% | |
7/9/2025 | Balefire LLC | 1,156 | $329K | 0.1% | N/A | 0.002% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 9,221 | $2.62M | 0.3% | +4.0% | 0.015% | |
7/9/2025 | Wolff Financial Management LLC | 41,168 | $11.71M | 3.0% | +1.0% | 0.068% | |
7/9/2025 | Riversedge Advisors LLC | 741 | $211K | 0.0% | N/A | 0.001% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 32,745 | $9.31M | 0.2% | -4.8% | 0.054% | |
7/8/2025 | Juncture Wealth Strategies LLC | 15,948 | $4.54M | 1.6% | -12.2% | 0.026% | |
7/8/2025 | Davis Investment Partners LLC | 50,482 | $14.29M | 5.1% | -2.4% | 0.083% | |
7/8/2025 | Richard P Slaughter Associates Inc | 7,381 | $2.10M | 0.4% | -31.1% | 0.012% | |
7/8/2025 | Parallel Advisors LLC | 2,215 | $630K | 0.0% | +73.7% | 0.004% | |
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7/7/2025 | Wesbanco Bank Inc. | 2,729 | $776K | 0.0% | -3.7% | 0.004% | |
7/7/2025 | Nova Wealth Management Inc. | 2,021 | $575K | 0.4% | N/A | 0.003% | |
7/7/2025 | Salem Investment Counselors Inc. | 3,121 | $889K | 0.0% | -11.1% | 0.005% | |
7/7/2025 | Taylor & Morgan Wealth Management LLC | 1,086 | $309K | 0.2% | -4.4% | 0.002% | |
7/3/2025 | Arvest Investments Inc. | 44,118 | $12.55M | 1.9% | -1.8% | 0.073% | |
7/3/2025 | Collective Family Office LLC | 4,614 | $1.31M | 0.3% | -8.3% | 0.008% | |
7/2/2025 | HBW Advisory Services LLC | 790 | $225K | 0.0% | -16.6% | 0.001% | |
7/2/2025 | Waller Financial Planning Group Inc. | 3,918 | $1.11M | 0.3% | +2.1% | 0.006% | |
7/1/2025 | Harbor Investment Advisory LLC | 20,053 | $5.70M | 0.5% | -1.6% | 0.033% | |
6/27/2025 | Goldman Sachs Group Inc. | 30,823 | $7.54M | 0.0% | +10.6% | 0.051% | |
5/28/2025 | Jones Financial Companies Lllp | 723,604 | $176.65M | 0.2% | +3.5% | 1.209% | |
5/23/2025 | SWAN Capital LLC | 24,862 | $6.08M | 2.8% | +27.3% | 0.042% | |
5/23/2025 | Strategic Financial Services Inc. | 2,485 | $608K | 0.0% | +5.2% | 0.004% | |
5/21/2025 | McAdam LLC | 181,127 | $44.31M | 2.7% | -1.9% | 0.303% | |
5/21/2025 | Geneos Wealth Management Inc. | 5,696 | $1.39M | 0.0% | +9.7% | 0.010% | |
5/20/2025 | Tenret Co LLC | 21,155 | $5.18M | 3.1% | +3.5% | 0.035% | |
5/20/2025 | Fortis Capital Advisors LLC | 7,821 | $1.91M | 0.4% | +132.8% | 0.013% | |
5/20/2025 | Belpointe Asset Management LLC | 10,760 | $2.63M | 0.1% | +111.9% | 0.018% | |
5/20/2025 | Focus Partners Wealth | 30,665 | $7.50M | 0.0% | -0.1% | 0.051% | |
5/20/2025 | Integrity Alliance LLC. | 28,166 | $6.89M | 0.3% | N/A | 0.047% | |
5/20/2025 | Anchor Investment Management LLC | 1,966 | $481K | 0.0% | +4.8% | 0.003% | |
5/20/2025 | Glenview Trust co | 69,103 | $16.91M | 0.3% | +9.1% | 0.115% | |
5/19/2025 | SageView Advisory Group LLC | 17,946 | $4.39M | 0.2% | -3.7% | 0.030% | |
5/19/2025 | Advisory Alpha LLC | 41,439 | $10.14M | 0.3% | -7.7% | 0.069% | |
5/19/2025 | Smith Asset Management Co. LLC | 1,069 | $262K | 0.2% | N/A | 0.002% | |
5/16/2025 | Logan Capital Management Inc. | 138 | $34K | 0.0% | -52.9% | 0.000% | |
5/16/2025 | Ascent Group LLC | 47,897 | $11.72M | 0.5% | +1.8% | 0.080% | |
5/16/2025 | Arete Wealth Advisors LLC | 2,586 | $633K | 0.0% | +19.6% | 0.004% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 6,274 | $1.54M | 0.0% | -21.8% | 0.010% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 16,211 | $3.97M | 0.2% | +0.6% | 0.027% | |
5/16/2025 | Goldman Sachs Group Inc. | 30,823 | $7.54M | 0.0% | +10.6% | 0.052% | |
5/16/2025 | Jones Financial Companies Lllp | 619,788 | $148.99M | 0.1% | -11.4% | 1.036% | |
5/16/2025 | Talon Private Wealth LLC | 8,136 | $1.99M | 0.3% | +21.7% | 0.014% | |
5/16/2025 | NewEdge Advisors LLC | 124,678 | $30.50M | 0.2% | -6.5% | 0.208% | |
5/16/2025 | Integrated Wealth Concepts LLC | 15,842 | $3.88M | 0.0% | +4.2% | 0.026% | |
5/16/2025 | AQR Capital Management LLC | 1,619 | $396K | 0.0% | N/A | 0.003% | |
5/16/2025 | Aprio Wealth Management LLC | 54,327 | $13.29M | 1.7% | +23.2% | 0.091% | |
5/15/2025 | EP Wealth Advisors LLC | 1,061,830 | $259.77M | 2.1% | +13.4% | 1.774% | |
5/15/2025 | First Manhattan CO. LLC. | 3,061 | $749K | 0.0% | +1.7% | 0.005% | |
5/15/2025 | Capital Investment Counsel LLC | 24,998 | $6.12M | 1.0% | N/A | 0.042% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 10,242 | $2.51M | 0.0% | +1.0% | 0.017% | |
5/15/2025 | Ameriflex Group Inc. | 5,613 | $1.37M | 0.6% | +13.2% | 0.009% | |
5/15/2025 | Flputnam Investment Management Co. | 2,126 | $520K | 0.0% | -11.7% | 0.004% | |
5/15/2025 | Royal Bank of Canada | 3,031,495 | $741.62M | 0.2% | +5.5% | 5.066% | |
5/15/2025 | Betterment LLC | 79,768 | $19.51M | 0.0% | +3.9% | 0.133% | |
5/15/2025 | MAI Capital Management | 72,666 | $17.78M | 0.1% | +3.7% | 0.121% | |
5/15/2025 | Calton & Associates Inc. | 961 | $235K | 0.1% | N/A | 0.002% | |
5/15/2025 | Connecticut Wealth Management LLC | 39,452 | $9.65M | 0.5% | -94.9% | 0.066% | |
5/15/2025 | Titleist Asset Management LLC | 16,238 | $3.97M | 0.5% | +2.9% | 0.027% | |
5/15/2025 | Baird Financial Group Inc. | 82,042 | $20.07M | 0.0% | +8.0% | 0.137% | |
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5/15/2025 | BNP Paribas Financial Markets | 157,364 | $38.50M | 0.0% | -4.2% | 0.263% | |
5/14/2025 | Wealth Preservation Advisors LLC | 2,962 | $725K | 0.5% | N/A | 0.005% | |
5/14/2025 | Transamerica Financial Advisors LLC | 29,568 | $7.23M | 0.7% | +2.8% | 0.049% | |
5/14/2025 | CreativeOne Wealth LLC | 2,641 | $646K | 0.0% | -25.1% | 0.004% | |
5/14/2025 | Redwood Investment Management LLC | 6,894 | $1.69M | 0.2% | +64.9% | 0.012% | |
5/14/2025 | Envision Financial Planning LLC | 6,355 | $1.56M | 0.8% | -5.5% | 0.011% | |
5/14/2025 | PKS Advisory Services LLC | 3,279 | $802K | 0.2% | +4.3% | 0.005% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 302 | $74K | 0.0% | +20.3% | 0.001% | |
5/14/2025 | Comerica Bank | 40,707 | $9.96M | 0.0% | -2.3% | 0.068% | |
5/14/2025 | Freedom Investment Management Inc. | 3,742 | $915K | 0.1% | +20.7% | 0.006% | |