4/25/2025 | Saxon Interests Inc. | 7,190 | $859K | 0.4% | +6.3% | 0.007% | |
4/25/2025 | Koshinski Asset Management Inc. | 4,851 | $580K | 0.0% | -4.9% | 0.005% | |
4/25/2025 | Westside Investment Management Inc. | 7,376 | $881K | 0.2% | -1.5% | 0.008% | |
4/25/2025 | Ameritas Advisory Services LLC | 18,441 | $2.20M | 0.1% | -0.5% | 0.019% | |
4/25/2025 | Crown Wealth Group LLC | 34,506 | $4.12M | 2.1% | -3.0% | 0.035% | |
4/25/2025 | Guerra Advisors Inc | 38,944 | $4.65M | 2.6% | N/A | 0.040% | |
4/25/2025 | Essex Financial Services Inc. | 18,665 | $2.23M | 0.2% | -1.3% | 0.019% | |
4/25/2025 | McGuire Investment Group LLC | 5,795 | $692K | 0.1% | +5.4% | 0.006% | |
4/25/2025 | RBA Wealth Management LLC | 11,447 | $1.37M | 0.5% | +1.3% | 0.012% | |
4/25/2025 | Wall Street Financial Group Inc. | 69,966 | $8.36M | 8.7% | -0.8% | 0.071% | |
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4/25/2025 | Westfuller Advisors LLC | 3,398 | $406K | 0.3% | +6.1% | 0.003% | |
4/24/2025 | Bordeaux Wealth Advisors LLC | 105,029 | $12.55M | 2.3% | -1.7% | 0.107% | |
4/24/2025 | Cavalier Investments LLC | 68,611 | $8.20M | 2.8% | -0.2% | 0.070% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 42,786 | $5.11M | 0.1% | -1.5% | 0.044% | |
4/24/2025 | Trust Co. of Vermont | 7,546 | $902K | 0.0% | +13.7% | 0.008% | |
4/23/2025 | Western Wealth Management LLC | 8,354 | $998K | 0.1% | -2.4% | 0.009% | |
4/23/2025 | Sabal Trust CO | 65,195 | $7.79M | 0.4% | -1.1% | 0.067% | |
4/23/2025 | Sequoia Financial Advisors LLC | 4,127 | $493K | 0.0% | -2.3% | 0.004% | |
4/23/2025 | Pure Financial Advisors LLC | 5,261 | $629K | 0.0% | +32.0% | 0.005% | |
4/23/2025 | SOL Capital Management CO | 47,810 | $5.71M | 0.6% | +0.7% | 0.049% | |
4/23/2025 | NRI Wealth Management LC | 30,782 | $3.68M | 2.7% | +844.8% | 0.031% | |
4/23/2025 | Bessemer Group Inc. | 8,532 | $1.02M | 0.0% | -2.2% | 0.009% | |
4/23/2025 | Spire Wealth Management | 1,431 | $171K | 0.0% | -38.3% | 0.001% | |
4/23/2025 | Daymark Wealth Partners LLC | 4,827 | $577K | 0.0% | +37.2% | 0.005% | |
4/23/2025 | International Assets Investment Management LLC | 2,648 | $316K | 0.0% | -5.4% | 0.003% | |
4/23/2025 | Bluesphere Advisors LLC | 4,211 | $503K | 0.3% | -37.3% | 0.004% | |
4/23/2025 | Consolidated Portfolio Review Corp | 10,492 | $1.25M | 0.2% | +2.0% | 0.011% | |
4/23/2025 | Chapin Davis Inc. | 2,006 | $240K | 0.1% | -44.8% | 0.002% | |
4/23/2025 | Oppenheimer & Co. Inc. | 27,882 | $3.33M | 0.1% | -2.4% | 0.028% | |
4/22/2025 | JFS Wealth Advisors LLC | 1,825 | $218K | 0.0% | +22.4% | 0.002% | |
4/22/2025 | Flagship Harbor Advisors LLC | 6,091 | $728K | 0.0% | +3.0% | 0.006% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 100,856 | $12.05M | 0.0% | +12.2% | 0.103% | |
4/22/2025 | Stapp Wealth Management Pllc | 25,949 | $3.10M | 4.8% | -3.8% | 0.026% | |
4/22/2025 | Childress Capital Advisors LLC | 1,989 | $238K | 0.1% | N/A | 0.002% | |
4/22/2025 | First PREMIER Bank | 7,480 | $893K | 0.2% | +6.5% | 0.008% | |
4/22/2025 | World Equity Group Inc. | 2,911 | $345K | 0.1% | -91.7% | 0.003% | |
4/22/2025 | Evanson Asset Management LLC | 13,674 | $1.63M | 0.1% | +0.9% | 0.014% | |
4/22/2025 | Advisor Resource Council | 11,044 | $1.32M | 0.1% | N/A | 0.011% | |
4/21/2025 | Avior Wealth Management LLC | 2,145 | $256K | 0.0% | -10.5% | 0.002% | |
4/21/2025 | Blue Trust Inc. | 857 | $102K | 0.0% | +1,940.5% | 0.001% | |
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4/21/2025 | Matthew Goff Investment Advisor LLC | 35,360 | $4.22M | 0.8% | -0.5% | 0.036% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 75,043 | $8.97M | 0.0% | -2.3% | 0.077% | |
4/21/2025 | Premier Path Wealth Partners LLC | 6,482 | $774K | 0.1% | -1.9% | 0.007% | |
4/21/2025 | Institute for Wealth Management LLC. | 11,468 | $1.37M | 0.2% | -4.3% | 0.012% | |
4/21/2025 | Bigelow Investment Advisors LLC | 11,825 | $1.41M | 0.7% | +28.2% | 0.012% | |
4/21/2025 | Johnson Investment Counsel Inc. | 42,759 | $5.11M | 0.0% | +4.2% | 0.044% | |
4/21/2025 | Beacon Capital Management LLC | 6,227 | $744K | 0.1% | -9.6% | 0.006% | |
4/21/2025 | CWA Asset Management Group LLC | 8,643 | $1.03M | 0.0% | +99.7% | 0.009% | |
4/21/2025 | JBR Co Financial Management Inc | 4,940 | $590K | 0.3% | -11.5% | 0.005% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 8,405 | $1.00M | 0.0% | +4.9% | 0.009% | |
4/21/2025 | Ayalon Insurance Comp Ltd. | 128,081 | $15.30M | 4.9% | +58.8% | 0.131% | |
4/18/2025 | Shepherd Financial Partners LLC | 1,787 | $213K | 0.0% | N/A | 0.002% | |
4/18/2025 | Global Trust Asset Management LLC | 2,390 | $286K | 0.2% | +32.8% | 0.002% | |
4/18/2025 | Financial Freedom LLC | 53,757 | $6.42M | 3.7% | -0.9% | 0.053% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 59,722 | $7.14M | 0.2% | +0.6% | 0.059% | |
4/17/2025 | Searcy Financial Services Inc. ADV | 109,871 | $13.13M | 5.7% | N/A | 0.109% | |
4/17/2025 | Blackston Financial Advisory Group LLC | 5,877 | $702K | 0.4% | -3.4% | 0.006% | |
4/17/2025 | QRG Capital Management Inc. | 4,316 | $516K | 0.0% | -19.5% | 0.004% | |
4/17/2025 | Janney Montgomery Scott LLC | 134,514 | $16.07M | 0.0% | +9.0% | 0.133% | |
4/17/2025 | Mission Wealth Management LP | 10,282 | $1.23M | 0.0% | +4.1% | 0.010% | |
4/17/2025 | Hanson & Doremus Investment Management | 808 | $97K | 0.0% | +53.6% | 0.001% | |
4/17/2025 | Exchange Traded Concepts LLC | 47,706 | $5.70M | 0.1% | -7.7% | 0.047% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 103,521 | $12.37M | 0.0% | +30.9% | 0.103% | |
4/16/2025 | Marmo Financial Group LLC | 93,039 | $11.12M | 6.1% | +219.3% | 0.092% | |
4/16/2025 | Praetorian Wealth Management Inc. | 21,940 | $2.62M | 0.6% | +0.5% | 0.022% | |
4/16/2025 | Signature Resources Capital Management LLC | 353 | $42K | 0.0% | +85.8% | 0.000% | |
4/16/2025 | Tudor Financial Inc. | 5,733 | $685K | 0.4% | +2.6% | 0.006% | |
4/16/2025 | Founders Grove Wealth Partners LLC | 58,995 | $7.05M | 2.0% | +2.8% | 0.059% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 21,793 | $2.60M | 0.1% | +11.2% | 0.022% | |
4/15/2025 | Fifth Third Bancorp | 95,775 | $11.44M | 0.0% | -1.1% | 0.095% | |
4/15/2025 | Focus Financial Network Inc. | 28,540 | $3.41M | 0.1% | +0.9% | 0.028% | |
4/15/2025 | Trust Co. of Oklahoma | 137,944 | $16.48M | 5.7% | -2.0% | 0.137% | |
4/14/2025 | WFA Asset Management Corp | 77,824 | $9.30M | 5.4% | +52.5% | 0.077% | |
4/14/2025 | Farther Finance Advisors LLC | 6,878 | $821K | 0.0% | +265.1% | 0.007% | |
4/14/2025 | Daymark Wealth Partners LLC | 4,827 | $577K | 0.0% | +37.2% | 0.005% | |
4/14/2025 | CMH Wealth Management LLC | 135,356 | $16.17M | 4.1% | -1.8% | 0.134% | |
4/14/2025 | Cedar Mountain Advisors LLC | 146,211 | $17.47M | 3.9% | -0.2% | 0.145% | |
4/14/2025 | Park Avenue Securities LLC | 7,497 | $896K | 0.0% | +12.1% | 0.007% | |
4/14/2025 | Wealthcare Capital Partners LLC | 11,037 | $1.32M | 0.7% | +3.1% | 0.011% | |
4/14/2025 | Wedmont Private Capital | 4,183 | $465K | 0.0% | +20.2% | 0.004% | |
4/11/2025 | City State Bank | 28,346 | $3.39M | 1.1% | +1.9% | 0.028% | |
4/11/2025 | SeaCrest Wealth Management LLC | 2,830 | $338K | 0.0% | +18.9% | 0.003% | |
4/11/2025 | Procyon Advisors LLC | 1,910 | $228K | 0.0% | N/A | 0.002% | |
4/10/2025 | Retirement Planning Group LLC | 6,117 | $731K | 0.0% | +138.9% | 0.006% | |
4/10/2025 | Accel Wealth Management | 1,796 | $215K | 0.1% | N/A | 0.002% | |
4/10/2025 | First Financial Corp IN | 30,092 | $3.60M | 1.7% | +13.0% | 0.030% | |
4/10/2025 | EWG Elevate Inc. | 89,298 | $10.67M | 4.0% | -18.4% | 0.089% | |
4/9/2025 | RFG Advisory LLC | 6,296 | $752K | 0.0% | +269.3% | 0.006% | |
4/9/2025 | Merit Financial Group LLC | 44,609 | $5.33M | 0.1% | +1.6% | 0.044% | |
4/8/2025 | Private Client Services LLC | 2,018 | $241K | 0.1% | -8.0% | 0.002% | |
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4/8/2025 | Parallel Advisors LLC | 14,711 | $1.76M | 0.0% | -2.6% | 0.015% | |
4/7/2025 | GoalVest Advisory LLC | 12,055 | $1.44M | 0.4% | -0.8% | 0.012% | |
4/7/2025 | GAMMA Investing LLC | 59,138 | $7.07M | 0.0% | +11,847.1% | 0.059% | |
4/2/2025 | Park National Corp OH | 31,416 | $3.75M | 0.1% | -1.3% | 0.031% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 108,920 | $13.01M | 0.4% | +3.8% | 0.108% | |
3/24/2025 | Mascagni Wealth Management Inc. | 2,047 | $242K | 0.2% | N/A | 0.002% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 79,096 | $9.34M | 0.0% | +3.7% | 0.079% | |
3/12/2025 | Centaurus Financial Inc. | 4,997 | $590K | 0.0% | -17.4% | 0.005% | |
3/7/2025 | Aegis Wealth Management LLC | 3,800 | $449K | 0.3% | N/A | 0.004% | |
3/6/2025 | Elite Financial Inc. | 3,226 | $381K | 0.2% | N/A | 0.003% | |