7/17/2025 | Avior Wealth Management LLC | 50,429 | $4.58M | 0.2% | -3.1% | 0.055% | |
7/16/2025 | Diversified Enterprises LLC | 2,214 | $201K | 0.0% | -30.6% | 0.002% | |
7/16/2025 | ORG Partners LLC | 3,700 | $340K | 0.1% | -6.3% | 0.004% | |
7/16/2025 | Cambridge Advisors Inc. | 19,759 | $1.80M | 0.4% | -29.2% | 0.021% | |
7/16/2025 | Essex Financial Services Inc. | 37,225 | $3.38M | 0.2% | +1.5% | 0.040% | |
7/16/2025 | Moneywise Inc. | 9,227 | $839K | 0.4% | -24.2% | 0.010% | |
7/15/2025 | Retirement Guys Formula LLC | 2,730 | $248K | 0.1% | -33.5% | 0.003% | |
7/15/2025 | TD Private Client Wealth LLC | 633 | $58K | 0.0% | N/A | 0.001% | |
7/15/2025 | Traction Financial Partners LLC | 7,403 | $673K | 0.5% | +75.3% | 0.008% | |
7/15/2025 | Lynch & Associates IN | 9,637 | $876K | 0.2% | +26.3% | 0.010% | |
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7/15/2025 | tru Independence LLC | 153,760 | $13.98M | 4.0% | +2.3% | 0.167% | |
7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 34,005 | $3.09M | 2.8% | -4.4% | 0.037% | |
7/15/2025 | Fifth Third Bancorp | 1,849 | $168K | 0.0% | +288.4% | 0.002% | |
7/15/2025 | LVZ Inc. | 3,658 | $332K | 0.0% | +18.7% | 0.004% | |
7/14/2025 | AdvisorNet Financial Inc | 7,578 | $689K | 0.0% | +13.1% | 0.008% | |
7/14/2025 | GAMMA Investing LLC | 11,114 | $1.01M | 0.1% | +14.8% | 0.012% | |
7/14/2025 | ABLE Financial Group LLC | 59,378 | $5.40M | 1.3% | -7.2% | 0.064% | |
7/14/2025 | Strategic Planning Group LLC | 15,924 | $1.45M | 0.2% | +8.8% | 0.017% | |
7/14/2025 | Iams Wealth Management LLC | 16,634 | $1.51M | 0.7% | -9.6% | 0.018% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 4,485 | $408K | 0.0% | +4.5% | 0.005% | |
7/14/2025 | Farmers & Merchants Investments Inc. | 279 | $25K | 0.0% | N/A | 0.000% | |
7/14/2025 | Southland Equity Partners LLC | 87,489 | $7.95M | 1.7% | -1.3% | 0.095% | |
7/14/2025 | Abound Wealth Management | 350 | $32K | 0.0% | N/A | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 18,783 | $1.71M | 0.0% | -0.8% | 0.020% | |
7/11/2025 | Quad Cities Investment Group LLC | 23,372 | $2.12M | 1.0% | -1.6% | 0.025% | |
7/11/2025 | First PREMIER Bank | 15,227 | $1.38M | 0.3% | -6.7% | 0.017% | |
7/11/2025 | Farther Finance Advisors LLC | 13,482 | $1.23M | 0.0% | +12.7% | 0.015% | |
7/11/2025 | Silver Oak Securities Incorporated | 430,311 | $39.11M | 3.2% | +1.1% | 0.467% | |
7/11/2025 | Kaydan Wealth Management Inc. | 11,216 | $1.02M | 0.3% | -76.6% | 0.012% | |
7/11/2025 | Pinnacle Bancorp Inc. | 914 | $83K | 0.0% | -23.1% | 0.001% | |
7/11/2025 | Shelton Wealth Management LLC | 56,973 | $5.18M | 2.5% | -0.8% | 0.062% | |
7/11/2025 | SeaCrest Wealth Management LLC | 3,782 | $344K | 0.0% | -25.4% | 0.004% | |
7/11/2025 | Kapstone Financial Advisors LLC | 22,897 | $2.08M | 1.0% | +3.2% | 0.025% | |
7/10/2025 | ARS Wealth Advisors Group LLC | 12,108 | $1.10M | 0.1% | N/A | 0.013% | |
7/10/2025 | Envision Financial LLC | 24,932 | $2.27M | 1.5% | -5.1% | 0.027% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 54,892 | $5.07M | 0.0% | -0.5% | 0.060% | |
7/10/2025 | American Financial Advisors LLC | 368,038 | $33.45M | 4.7% | -2.0% | 0.399% | |
7/10/2025 | Sovran Advisors LLC | 18,907 | $1.73M | 0.2% | -5.8% | 0.021% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 43,331 | $3.94M | 0.1% | -1.0% | 0.047% | |
7/9/2025 | Fermata Advisors LLC | 25,903 | $2.35M | 0.6% | -1.5% | 0.028% | |
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7/9/2025 | Fragasso Financial Advisors Inc | 3,798 | $345K | 0.0% | -15.8% | 0.004% | |
7/9/2025 | Triumph Capital Management | 49,510 | $4.50M | 1.4% | +5.7% | 0.054% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 59,679 | $5.42M | 2.2% | -1.2% | 0.065% | |
7/8/2025 | NBC Securities Inc. | 68,526 | $6.23M | 0.5% | +5.4% | 0.074% | |
7/8/2025 | TL Private Wealth | 4,301 | $394K | 0.2% | -23.1% | 0.005% | |
7/7/2025 | Investors Research Corp | 159,277 | $14.48M | 2.8% | +8.3% | 0.172% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 13,064 | $1.19M | 0.3% | -14.6% | 0.014% | |
7/7/2025 | Greenfield Savings Bank | 2,219 | $202K | 0.1% | N/A | 0.002% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,554 | $414K | 0.1% | +48.7% | 0.005% | |
7/2/2025 | HBW Advisory Services LLC | 5,981 | $544K | 0.1% | +2.0% | 0.006% | |
7/1/2025 | Park National Corp OH | 423,608 | $38.50M | 1.3% | -10.2% | 0.458% | |
7/1/2025 | Private Client Services LLC | 2,803 | $255K | 0.1% | -9.8% | 0.003% | |
6/10/2025 | Compass Financial Services Inc | 530 | $48K | 0.0% | N/A | 0.001% | |
5/29/2025 | Nova Wealth Management Inc. | 4,248 | $381K | 0.3% | -12.5% | 0.005% | |
5/28/2025 | Jones Financial Companies Lllp | 430,512 | $38.15M | 0.0% | +74.0% | 0.461% | |
5/28/2025 | Intrua Financial LLC | 29,103 | $2.61M | 0.4% | -3.8% | 0.031% | |
5/27/2025 | Jacobi Capital Management LLC | 10,081 | $904K | 0.1% | -9.7% | 0.011% | |
5/21/2025 | Geneos Wealth Management Inc. | 30,085 | $2.70M | 0.1% | +1.7% | 0.032% | |
5/20/2025 | Belpointe Asset Management LLC | 3,843 | $345K | 0.0% | -56.3% | 0.004% | |
5/20/2025 | Flaharty Asset Management LLC | 414 | $37K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 37,266 | $3.34M | 0.1% | N/A | 0.040% | |
5/19/2025 | Jane Street Group LLC | 18,452 | $1.65M | 0.0% | -11.8% | 0.020% | |
5/19/2025 | Advisory Alpha LLC | 27,385 | $2.46M | 0.1% | -4.1% | 0.029% | |
5/16/2025 | Coppell Advisory Solutions LLC | 18,352 | $1.61M | 0.1% | -67.8% | 0.020% | |
5/16/2025 | Arete Wealth Advisors LLC | 16,744 | $1.50M | 0.1% | -47.4% | 0.018% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 17,626 | $1.58M | 0.1% | -4.7% | 0.019% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,234,549 | $200.31M | 0.0% | +503.2% | 2.394% | |
5/16/2025 | Jones Financial Companies Lllp | 26,658 | $2.39M | 0.0% | -89.2% | 0.029% | |
5/16/2025 | Pinnacle Family Advisors LLC | 13,064 | $1.17M | 0.6% | -31.7% | 0.014% | |
5/16/2025 | NewEdge Advisors LLC | 201,010 | $18.02M | 0.1% | +16.0% | 0.215% | |
5/16/2025 | Integrated Wealth Concepts LLC | 104,494 | $9.37M | 0.1% | -6.1% | 0.112% | |
5/16/2025 | Clark Capital Management Group Inc. | 4,849 | $435K | 0.0% | -63.8% | 0.005% | |
5/16/2025 | AQR Capital Management LLC | 5,690 | $510K | 0.0% | +93.9% | 0.006% | |
5/15/2025 | Paragon Private Wealth Management LLC | 38,688 | $3.47M | 1.6% | -20.1% | 0.041% | |
5/15/2025 | EP Wealth Advisors LLC | 1,706 | $153K | 0.0% | N/A | 0.002% | |
5/15/2025 | Royal Bank of Canada | 1,259,518 | $112.90M | 0.0% | -10.5% | 1.349% | |
5/15/2025 | MAI Capital Management | 56,353 | $5.05M | 0.0% | -4.8% | 0.060% | |
5/15/2025 | Spectrum Wealth Advisory Group LLC | 6,918 | $620K | 0.3% | -2.3% | 0.007% | |
5/15/2025 | Baird Financial Group Inc. | 378,264 | $33.91M | 0.1% | -17.3% | 0.405% | |
5/15/2025 | TD Capital Management LLC | 92,099 | $8.26M | 0.8% | -4.1% | 0.099% | |
5/15/2025 | Beck Bode LLC | 14,625 | $1.31M | 0.2% | -16.4% | 0.016% | |
5/15/2025 | Cascade Investment Group Inc. | 4,678 | $419K | 0.3% | +22.9% | 0.005% | |
5/14/2025 | Truvestments Capital LLC | 26,263 | $2.35M | 0.5% | -12.3% | 0.028% | |
5/14/2025 | Delta Investment Management LLC | 2,493 | $223K | 0.0% | N/A | 0.003% | |
5/14/2025 | CreativeOne Wealth LLC | 2,721 | $244K | 0.0% | N/A | 0.003% | |
5/14/2025 | WCG Wealth Advisors LLC | 11,391 | $1.02M | 0.1% | -17.2% | 0.012% | |
5/14/2025 | Comerica Bank | 34,758 | $3.12M | 0.0% | -0.8% | 0.037% | |
5/14/2025 | Synovus Financial Corp | 28,431 | $2.55M | 0.0% | -5.7% | 0.030% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 304,616 | $27.31M | 0.0% | +0.1% | 0.326% | |
5/14/2025 | Kestra Advisory Services LLC | 417,954 | $37.47M | 0.2% | -17.1% | 0.448% | |
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5/14/2025 | Purus Wealth Management LLC | 59,182 | $5.31M | 2.3% | -0.9% | 0.063% | |
5/14/2025 | Ameriprise Financial Inc. | 953,101 | $85.49M | 0.0% | -7.2% | 1.021% | |
5/14/2025 | Summit Financial LLC | 16,962 | $1.52M | 0.0% | +13.4% | 0.018% | |
5/14/2025 | Flow Traders U.S. LLC | 18,450 | $1.65M | 0.1% | -44.0% | 0.020% | |
5/14/2025 | TFB Advisors LLC | 2,439 | $219K | 0.1% | -13.6% | 0.003% | |
5/14/2025 | Capital Analysts LLC | 22,332 | $2.00M | 0.1% | +16.0% | 0.024% | |
5/14/2025 | Petix & Botte Co | 2,994 | $268K | 0.1% | -40.6% | 0.003% | |
5/14/2025 | Pollock Investment Advisors LLC | 522,464 | $46.83M | 37.9% | -5.2% | 0.560% | |
5/13/2025 | Aptus Capital Advisors LLC | 46,914 | $4.21M | 0.0% | +2.0% | 0.050% | |
5/13/2025 | Brooklyn Investment Group | 1,336 | $120K | 0.0% | N/A | 0.001% | |