4/16/2025 | Paragon Capital Management Ltd | 756,909 | $50.21M | 10.4% | -2.8% | 0.427% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 13,361 | $886K | 0.0% | +85.5% | 0.008% | |
4/15/2025 | Members Wealth LLC | 24,286 | $1.61M | 1.2% | +29.0% | 0.014% | |
4/15/2025 | Sagace Wealth Management LLC | 38,024 | $2.52M | 1.9% | +2.4% | 0.021% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 2,491 | $165K | 0.0% | -97.0% | 0.001% | |
4/15/2025 | Fifth Third Bancorp | 4,347,485 | $288.41M | 1.1% | +0.3% | 2.451% | |
4/15/2025 | Capital Advisors Ltd. LLC | 28,972 | $1.92M | 0.3% | +2.9% | 0.016% | |
4/15/2025 | Capital Advisory Group Advisory Services LLC | 47,057 | $3.12M | 1.2% | -0.5% | 0.027% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 18,372 | $1.22M | 0.1% | -3.3% | 0.010% | |
4/15/2025 | Focus Financial Network Inc. | 216,925 | $14.39M | 0.6% | +1.9% | 0.122% | |
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4/15/2025 | Redhawk Wealth Advisors Inc. | 46,256 | $3.07M | 0.4% | +0.6% | 0.026% | |
4/15/2025 | Orgel Wealth Management LLC | 416,386 | $27.62M | 0.7% | +11.2% | 0.235% | |
4/15/2025 | Collier Financial | 60,380 | $4.01M | 3.4% | -62.7% | 0.034% | |
4/15/2025 | Parsons Capital Management Inc. RI | 5,692 | $378K | 0.0% | -9.4% | 0.003% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 28,563 | $1.90M | 0.1% | +13.9% | 0.016% | |
4/14/2025 | Cedar Mountain Advisors LLC | 167,418 | $11.11M | 2.5% | +1.7% | 0.094% | |
4/14/2025 | BCS Wealth Management | 5,049 | $335K | 0.1% | +8.7% | 0.003% | |
4/14/2025 | Park Avenue Securities LLC | 34,705 | $2.30M | 0.0% | -20.8% | 0.020% | |
4/14/2025 | Flagship Private Wealth LLC | 100,164 | $6.65M | 3.2% | +5.4% | 0.056% | |
4/14/2025 | Kraematon Investment Advisors Inc. | 9,584 | $636K | 0.6% | +14.9% | 0.005% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 18,635 | $1.24M | 0.2% | +36.2% | 0.011% | |
4/11/2025 | Hoese & Co LLP | 189,324 | $12.56M | 10.9% | +18.6% | 0.107% | |
4/11/2025 | Verum Partners LLC | 53,606 | $3.56M | 1.0% | -1.4% | 0.030% | |
4/11/2025 | Northwest Financial Advisors | 52,857 | $3.51M | 2.9% | +19.0% | 0.030% | |
4/11/2025 | Signal Advisors Wealth LLC | 5,580 | $370K | 0.0% | -12.9% | 0.003% | |
4/10/2025 | Breakwater Capital Group | 14,484 | $961K | 0.2% | +28.1% | 0.008% | |
4/10/2025 | Retireful LLC | 6,606 | $434K | 0.4% | -42.1% | 0.004% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,978 | $330K | 0.1% | +8.1% | 0.003% | |
4/10/2025 | ACT Advisors LLC. | 303,114 | $20.11M | 10.9% | -2.1% | 0.171% | |
4/10/2025 | Trinity Wealth Management LLC | 3,882 | $258K | 0.1% | -9.8% | 0.002% | |
4/10/2025 | KWB Wealth | 291,139 | $19.52M | 2.4% | +15.1% | 0.164% | |
4/10/2025 | Lmcg Investments LLC | 52,780 | $3.50M | 0.2% | +0.8% | 0.030% | |
4/10/2025 | HF Advisory Group LLC | 23,202 | $1.54M | 0.7% | +4.1% | 0.013% | |
4/10/2025 | Secure Asset Management LLC | 6,879 | $456K | 0.1% | +4.0% | 0.004% | |
4/10/2025 | Park Edge Advisors LLC | 50,731 | $3.37M | 0.9% | -63.6% | 0.029% | |
4/10/2025 | TruWealth Advisors LLC | 260,645 | $17.29M | 1.0% | +1.0% | 0.147% | |
4/9/2025 | RFG Advisory LLC | 64,457 | $4.28M | 0.1% | -24.8% | 0.036% | |
4/9/2025 | HBW Advisory Services LLC | 10,892 | $723K | 0.1% | -14.1% | 0.006% | |
4/9/2025 | Merit Financial Group LLC | 47,665 | $3.16M | 0.0% | -7.3% | 0.027% | |
4/9/2025 | High Net Worth Advisory Group LLC | 59,462 | $3.95M | 1.1% | +6.9% | 0.034% | |
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4/9/2025 | Graves Light Lenhart Wealth Inc. | 237,138 | $15.73M | 1.9% | +1.9% | 0.134% | |
4/9/2025 | Fragasso Financial Advisors Inc | 13,985 | $928K | 0.1% | +10.9% | 0.008% | |
4/9/2025 | NBC Securities Inc. | 4,136 | $274K | 0.0% | +103,300.0% | 0.002% | |
4/9/2025 | Fiduciary Alliance LLC | 24,772 | $1.64M | 0.2% | +8.1% | 0.014% | |
4/9/2025 | Advance Capital Management Inc. | 9,693 | $643K | 0.0% | +16.2% | 0.005% | |
4/8/2025 | Cerro Pacific Wealth Advisors LLC | 49,451 | $3.32M | 1.1% | +13.4% | 0.028% | |
4/8/2025 | Investors Research Corp | 15,887 | $1.05M | 0.2% | +8.2% | 0.009% | |
4/8/2025 | Burns J W & Co. Inc. NY | 32,708 | $2.17M | 0.3% | +2.0% | 0.018% | |
4/8/2025 | Parallel Advisors LLC | 66,076 | $4.38M | 0.1% | -1.9% | 0.037% | |
4/4/2025 | Legacy Private Trust Co. | 132,247 | $8.77M | 0.6% | -6.0% | 0.075% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 5,597 | $371K | 0.0% | +17.2% | 0.003% | |
4/1/2025 | Stonehearth Capital Management LLC | 15,838 | $1.05M | 0.4% | -19.1% | 0.009% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,163,750 | $547.22M | 1.0% | +4.2% | 4.719% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 7,204 | $483K | 0.0% | N/A | 0.004% | |
3/17/2025 | Members Wealth LLC | 18,827 | $1.33M | 1.0% | N/A | 0.011% | |
3/6/2025 | Plotkin Financial Advisors LLC | 7,778 | $521K | 0.3% | +10.7% | 0.005% | |
2/28/2025 | Total Wealth Planning & Management Inc. | 3,020 | $202K | 0.2% | N/A | 0.002% | |
2/27/2025 | Fidelity D & D Bancorp Inc. | 62,042 | $4.16M | 2.8% | +32.4% | 0.037% | |
2/27/2025 | REAP Financial Group LLC | 528 | $35K | 0.0% | +252.0% | 0.000% | |
2/27/2025 | Bernard Wealth Management Corp. | 389 | $26K | 0.0% | N/A | 0.000% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 66,116 | $4.43M | 0.8% | +242.9% | 0.039% | |
2/25/2025 | Integrated Advisors Network LLC | 4,002 | $268K | 0.0% | N/A | 0.002% | |
2/24/2025 | Ameriflex Group Inc. | 4,027 | $281K | 0.1% | N/A | 0.002% | |
2/21/2025 | Fidelity D & D Bancorp Inc. | 62,042 | $4.16M | 3.0% | +32.4% | 0.042% | |
2/19/2025 | ARQ Wealth Advisors LLC | 3,330 | $223K | 0.1% | -7.9% | 0.002% | |
2/19/2025 | Richmond Investment Services LLC | 7,546 | $506K | 0.3% | N/A | 0.005% | |
2/19/2025 | WCG Wealth Advisors LLC | 518,157 | $34.73M | 2.3% | +21.9% | 0.347% | |
2/18/2025 | Wick Capital Partners LLC | 5,693 | $382K | 0.1% | N/A | 0.004% | |
2/18/2025 | Fourth Dimension Wealth LLC | 395 | $26K | 0.0% | N/A | 0.000% | |
2/18/2025 | Vise Technologies Inc. | 23,615 | $1.58M | 0.1% | +151.7% | 0.016% | |
2/18/2025 | Novem Group | 5,634 | $378K | 0.1% | N/A | 0.004% | |
2/18/2025 | 10Elms LLP | 515 | $35K | 0.0% | N/A | 0.000% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 3,327 | $223K | 0.0% | N/A | 0.002% | |
2/18/2025 | Glen Eagle Advisors LLC | 13,265 | $889K | 0.1% | -32.8% | 0.009% | |
2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,079 | $139K | 0.0% | N/A | 0.001% | |
2/17/2025 | Visionary Wealth Advisors | 14,940 | $1.00M | 0.1% | +304.5% | 0.010% | |
2/17/2025 | Two Sigma Investments LP | 415,800 | $27.87M | 0.1% | +11.5% | 0.278% | |
2/17/2025 | Snowden Capital Advisors LLC | 187,459 | $12.57M | 0.4% | +1.4% | 0.125% | |
2/17/2025 | Royal Bank of Canada | 1,942,219 | $130.19M | 0.0% | +9.8% | 1.300% | |
2/17/2025 | Redwood Financial Network Corp | 9,606 | $644K | 0.5% | +28.3% | 0.006% | |
2/17/2025 | Millennium Management LLC | 12,050 | $808K | 0.0% | -37.6% | 0.008% | |
2/17/2025 | Lionshead Wealth Management LLC | 67,904 | $4.55M | 3.3% | N/A | 0.045% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 6,231 | $417K | 0.2% | N/A | 0.004% | |
2/17/2025 | Jefferies Financial Group Inc. | 253,926 | $17.02M | 0.1% | +19.7% | 0.150% | |
2/17/2025 | Focus Partners Wealth | 61,520 | $4.12M | 0.0% | -71.7% | 0.041% | |
2/17/2025 | Evensky & Katz LLC | 797,040 | $53.43M | 3.5% | -1.4% | 0.533% | |
2/17/2025 | EP Wealth Advisors LLC | 13,917 | $933K | 0.0% | +18.0% | 0.009% | |
2/17/2025 | CoreCap Advisors LLC | 1,121 | $75K | 0.0% | -94.3% | 0.001% | |
2/17/2025 | Cresset Asset Management LLC | 218,627 | $14.66M | 0.1% | +1.9% | 0.146% | |
2/17/2025 | Cetera Investment Advisers | 1,118,998 | $75.01M | 0.2% | -1.1% | 0.749% | |
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2/17/2025 | Captrust Financial Advisors | 18,911 | $1.27M | 0.0% | +15.5% | 0.013% | |
2/17/2025 | Citadel Advisors LLC | 36,969 | $2.48M | 0.0% | +15.6% | 0.025% | |
2/17/2025 | Baird Financial Group Inc. | 18,355 | $1.23M | 0.0% | +7.5% | 0.012% | |
2/17/2025 | Beaumont Capital Management LLC | 4,455 | $299K | 0.2% | -81.5% | 0.003% | |
2/17/2025 | Bank of America Corp DE | 4,231,342 | $283.63M | 0.0% | +5.5% | 2.831% | |
2/17/2025 | Ameriprise Financial Inc. | 3,778,136 | $253.16M | 0.1% | +0.6% | 2.528% | |
2/17/2025 | Aptus Capital Advisors LLC | 6,835 | $458K | 0.0% | +31.2% | 0.005% | |
2/17/2025 | Arrowroot Family Office LLC | 6,853 | $459K | 0.2% | +10.6% | 0.005% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 13,353 | $895K | 0.0% | +4.9% | 0.009% | |
2/14/2025 | Eagle Strategies LLC | 210,469 | $14.11M | 2.4% | +12.5% | 0.141% | |