10/17/2025 | Norris Perne & French LLP MI | 1,000 | $209K | 0.0% | N/A | 0.001% | |
10/17/2025 | Worth Asset Management LLC | 2,999 | $628K | 0.3% | N/A | 0.003% | |
10/17/2025 | Perigon Wealth Management LLC | 2,583 | $541K | 0.0% | +11.6% | 0.002% | |
10/17/2025 | Sowell Financial Services LLC | 1,466 | $307K | 0.0% | -6.4% | 0.001% | |
10/17/2025 | Sapient Capital LLC | 2,986 | $626K | 0.0% | N/A | 0.003% | |
10/17/2025 | Apella Capital LLC | 5,834 | $1.22M | 0.0% | +5.7% | 0.005% | |
10/17/2025 | Apollon Financial LLC | 15,772 | $3.30M | 0.5% | +0.4% | 0.014% | |
10/16/2025 | Eagle Capital Management LLC | 27,632 | $5.78M | 2.2% | +3.1% | 0.024% | |
10/16/2025 | HBW Advisory Services LLC | 15,625 | $3.27M | 0.4% | -3.2% | 0.013% | |
10/16/2025 | Conrad Siegel Investment Advisors Inc. | 2,537 | $531K | 0.1% | -6.0% | 0.002% | |
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10/16/2025 | Gleason Group Inc. | 605,884 | $126.84M | 12.7% | +2.5% | 0.519% | |
10/16/2025 | Asio Capital LLC | 67,091 | $14.05M | 2.1% | +3.9% | 0.057% | |
10/16/2025 | HBK Sorce Advisory LLC | 1,181 | $251K | 0.0% | N/A | 0.001% | |
10/16/2025 | Blue Trust Inc. | 256,571 | $53.71M | 0.6% | -19.1% | 0.220% | |
10/16/2025 | Capital Advisors Wealth Management LLC | 2,947 | $617K | 0.1% | +54.4% | 0.003% | |
10/16/2025 | Quad Cities Investment Group LLC | 1,919 | $402K | 0.2% | +8.5% | 0.002% | |
10/15/2025 | CWM LLC | 57,022 | $11.94M | 0.0% | -0.6% | 0.049% | |
10/15/2025 | Patriot Investment Management Group Inc. | 7,940 | $1.66M | 0.1% | -1.8% | 0.007% | |
10/15/2025 | Stephens Consulting LLC | 4,423 | $926K | 0.3% | -2.2% | 0.004% | |
10/15/2025 | World Investment Advisors | 41,322 | $8.65M | 0.2% | +8.6% | 0.035% | |
10/15/2025 | Brookstone Capital Management | 5,246 | $1.10M | 0.0% | +14.7% | 0.004% | |
10/15/2025 | Tenon Financial LLC | 177,230 | $37.08M | 19.1% | -47.0% | 0.152% | |
10/15/2025 | McClarren Financial Advisors Inc. | 5,106 | $1.07M | 0.7% | -10.5% | 0.004% | |
10/15/2025 | Successful Portfolios LLC | 6,549 | $1.37M | 0.8% | +7.9% | 0.006% | |
10/15/2025 | Plancorp LLC | 44,259 | $9.27M | 0.3% | +4.2% | 0.038% | |
10/15/2025 | Oak Root LLC | 11,712 | $2.45M | 0.3% | -2.5% | 0.010% | |
10/14/2025 | Red Mountain Financial LLC | 4,874 | $1.02M | 1.0% | +12.4% | 0.004% | |
10/14/2025 | Affiance Financial LLC | 81,333 | $17.03M | 3.1% | +5.1% | 0.070% | |
10/14/2025 | Farther Finance Advisors LLC | 20,588 | $4.31M | 0.1% | -2.7% | 0.018% | |
10/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 4,300 | $900K | 0.2% | -4.4% | 0.004% | |
10/14/2025 | Precedent Wealth Partners LLC | 5,147 | $1.08M | 0.2% | -2.9% | 0.004% | |
10/14/2025 | HBK Sorce Advisory LLC | 1,181 | $251K | 0.0% | N/A | 0.001% | |
10/14/2025 | West Financial Advisors LLC | 65,935 | $13.80M | 2.3% | -1.5% | 0.056% | |
10/14/2025 | LongView Wealth Management | 2,512 | $526K | 0.1% | -8.6% | 0.002% | |
10/14/2025 | Riverbridge Partners LLC | 41,991 | $8.79M | 0.1% | +33.1% | 0.036% | |
10/14/2025 | Financial Harvest LLC | 3,086 | $646K | 0.4% | -28.3% | 0.003% | |
10/14/2025 | Brighton Jones LLC | 3,727 | $780K | 0.0% | +1.8% | 0.003% | |
10/14/2025 | Evanson Asset Management LLC | 3,518 | $736K | 0.0% | +3.8% | 0.003% | |
10/10/2025 | Diversified Enterprises LLC | 20,854 | $4.37M | 0.3% | +7.7% | 0.018% | |
10/10/2025 | FC Advisory LLC | 130,619 | $27.34M | 8.0% | -0.2% | 0.112% | |
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10/10/2025 | Flputnam Investment Management Co. | 4,335 | $907K | 0.0% | -2.2% | 0.004% | |
10/10/2025 | Selective Wealth Management Inc. | 7,148 | $1.50M | 0.5% | +11.5% | 0.006% | |
10/10/2025 | Advance Capital Management Inc. | 5,001 | $1.05M | 0.0% | -1.4% | 0.004% | |
10/10/2025 | Five Pine Wealth Management | 12,090 | $2.53M | 1.7% | -2.6% | 0.010% | |
10/10/2025 | Fiduciary Financial Group LLC | 1,999 | $418K | 0.1% | +12.7% | 0.002% | |
10/9/2025 | CGN Advisors LLC | 6,047 | $1.27M | 0.1% | -17.2% | 0.005% | |
10/9/2025 | AdvisorNet Financial Inc | 1,595 | $334K | 0.0% | +1,196.7% | 0.001% | |
10/9/2025 | L. Roy Papp & Associates LLP | 2,776 | $581K | 0.1% | -18.5% | 0.002% | |
10/9/2025 | Voya Financial Advisors Inc. | 213,397 | $44.76M | 4.3% | -1.8% | 0.183% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 2,036 | $426K | 0.0% | +3.4% | 0.002% | |
10/9/2025 | Cypress Financial Planning LLC | 112,236 | $23.50M | 7.2% | -1.2% | 0.096% | |
10/8/2025 | Wealth Group Ltd | 35,109 | $7.35M | 1.7% | -36.5% | 0.030% | |
10/8/2025 | Legacy Private Trust Co. | 173,292 | $36.28M | 2.2% | -4.0% | 0.148% | |
10/8/2025 | Wedmont Private Capital | 13,847 | $2.91M | 0.1% | +7.7% | 0.012% | |
10/8/2025 | Chesley Taft & Associates LLC | 2,125 | $445K | 0.0% | -6.0% | 0.002% | |
10/8/2025 | Balefire LLC | 1,575 | $330K | 0.1% | -4.5% | 0.001% | |
10/8/2025 | Charis Legacy Partners LLC | 26,174 | $5.48M | 8.2% | -1.2% | 0.022% | |
10/8/2025 | Beacon Financial Group | 1,000 | $209K | 0.0% | N/A | 0.001% | |
10/7/2025 | Montecito Bank & Trust | 2,900 | $607K | 0.1% | N/A | 0.002% | |
10/7/2025 | Sage Capital Advisors llc | 3,365 | $704K | 0.2% | +3.6% | 0.003% | |
10/7/2025 | Mirador Capital Partners LP | 1,637 | $343K | 0.0% | -4.3% | 0.001% | |
10/6/2025 | Moody National Bank Trust Division | 154,482 | $32.34M | 2.7% | +5.5% | 0.132% | |
10/6/2025 | Boston Standard Wealth Management LLC | 35,804 | $7.50M | 1.3% | +1.8% | 0.031% | |
10/6/2025 | ACT Wealth Management LLC | 199,289 | $41.72M | 14.6% | -0.4% | 0.171% | |
10/6/2025 | SMI Advisory Services LLC | 65,253 | $13.84M | 2.6% | -1.4% | 0.056% | |
10/6/2025 | Heartwood Wealth Advisors LLC | 1,517 | $318K | 0.0% | N/A | 0.001% | |
10/2/2025 | First Hawaiian Bank | 98,497 | $20.62M | 2.6% | +7.5% | 0.085% | |
10/1/2025 | Park National Corp OH | 6,259 | $1.31M | 0.0% | -2.1% | 0.005% | |
9/26/2025 | Corient Private Wealth LLC | 55,680 | $10.73M | 0.0% | -1.1% | 0.048% | |
9/22/2025 | Caldwell Trust Co | 461 | $89K | 0.0% | N/A | 0.000% | |
9/9/2025 | NWF Advisory Services Inc. | 1,555 | $300K | 0.0% | N/A | 0.001% | |
9/5/2025 | Prospera Capital Management LLC | 32,377 | $6.24M | 2.0% | +5.3% | 0.028% | |
9/4/2025 | Osaic Holdings Inc. | 483,328 | $91.58M | 0.2% | +11.5% | 0.418% | |
8/29/2025 | Centaurus Financial Inc. | 4,781 | $921K | 0.1% | -8.3% | 0.004% | |
8/28/2025 | Prospera Capital Management LLC | 32,804 | $6.32M | 1.5% | +5.2% | 0.028% | |
8/27/2025 | Orion Porfolio Solutions LLC | 20,624 | $3.97M | 0.0% | -4.8% | 0.018% | |
8/26/2025 | Thrivent Financial for Lutherans | 224,716 | $43.31M | 0.1% | +131.1% | 0.194% | |
8/20/2025 | Thompson Davis & CO. Inc. | 1,612 | $311K | 0.2% | +18.4% | 0.001% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 6,550 | $1.26M | 0.1% | N/A | 0.006% | |
8/19/2025 | Advisory Services Network LLC | 4,250 | $840K | 0.0% | -16.8% | 0.004% | |
8/19/2025 | Asset Dedication LLC | 1,185 | $228K | 0.0% | +63.2% | 0.001% | |
8/18/2025 | N.E.W. Advisory Services LLC | 72,439 | $13.96M | 1.4% | -14.5% | 0.061% | |
8/18/2025 | Geneos Wealth Management Inc. | 17,892 | $3.45M | 0.1% | +45.6% | 0.015% | |
8/18/2025 | Hershey Financial Advisers LLC | 1,615 | $311K | 0.3% | N/A | 0.001% | |
8/18/2025 | Pacific Center for Financial Services | 11,355 | $2.19M | 0.6% | -2.5% | 0.010% | |
8/16/2025 | Evergreen Capital Management LLC | 1,127 | $217K | 0.0% | N/A | 0.001% | |
8/16/2025 | Headlands Technologies LLC | 665 | $128K | 0.0% | N/A | 0.001% | |
8/15/2025 | Strategic Investment Advisors MI | 82,331 | $15.90M | 1.5% | +17.6% | 0.071% | |
8/15/2025 | Semmax Financial Advisors Inc. | 10,931 | $2.15M | 0.6% | +0.6% | 0.009% | |
8/15/2025 | Corient Private Wealth LLC | 113,742 | $21.92M | 0.0% | +102.0% | 0.098% | |
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8/15/2025 | FSB Premier Wealth Management Inc. | 10,062 | $1.94M | 0.7% | -3.3% | 0.009% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 1,629 | $314K | 0.0% | N/A | 0.001% | |
8/15/2025 | Captrust Financial Advisors | 94,351 | $18.18M | 0.0% | -5.3% | 0.082% | |
8/15/2025 | Blue Chip Partners LLC | 6,107 | $1.18M | 0.1% | +1.1% | 0.005% | |
8/15/2025 | Keel Point LLC | 73,719 | $14.21M | 0.9% | -0.4% | 0.064% | |
8/15/2025 | Truefg LLC | 2,345 | $452K | 0.1% | +7.2% | 0.002% | |
8/15/2025 | Manhattan West Asset Management LLC | 2,913 | $561K | 0.1% | +7.8% | 0.003% | |
8/15/2025 | United Services Automobile Association | 149,179 | $28.75M | 3.0% | -23.9% | 0.129% | |
8/15/2025 | Lantern Wealth Advisors LLC | 1,392 | $268K | 0.2% | N/A | 0.001% | |
8/15/2025 | Vident Advisory LLC | 22,345 | $4.31M | 0.0% | -33.5% | 0.019% | |