7/15/2025 | TD Private Client Wealth LLC | 7,261 | $2.07M | 0.1% | +3.4% | 0.005% | |
7/15/2025 | Mather Group LLC. | 24,447 | $6.98M | 0.1% | -2.7% | 0.016% | |
7/15/2025 | Seven Post Investment Office LP | 3,800 | $1.08M | 0.4% | N/A | 0.003% | |
7/15/2025 | Evanson Asset Management LLC | 12,565 | $3.59M | 0.2% | -1.4% | 0.008% | |
7/15/2025 | Patriot Investment Management Group Inc. | 37,421 | $10.68M | 0.7% | -1.6% | 0.025% | |
7/15/2025 | Hartmann Taylor Wealth Management LLC | 8,360 | $2.39M | 2.0% | -43.5% | 0.006% | |
7/15/2025 | James J. Burns & Company LLC | 518,733 | $147.99M | 24.1% | -2.0% | 0.349% | |
7/15/2025 | Financial Management Professionals Inc. | 75,507 | $21.61M | 2.4% | N/A | 0.051% | |
7/15/2025 | Ballentine Partners LLC | 390,493 | $111.41M | 1.7% | +0.0% | 0.263% | |
7/15/2025 | Norden Group LLC | 2,686 | $766K | 0.1% | -33.9% | 0.002% | |
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7/15/2025 | Maseco LLP | 4,889 | $1.40M | 0.1% | N/A | 0.003% | |
7/15/2025 | Main Street Group LTD | 1,076 | $307K | 0.1% | -9.0% | 0.001% | |
7/15/2025 | Cranbrook Wealth Management LLC | 39,214 | $11.19M | 2.4% | +0.7% | 0.026% | |
7/15/2025 | Fifth Third Bancorp | 295,334 | $84.26M | 0.3% | -1.7% | 0.199% | |
7/15/2025 | Sheets Smith Wealth Management | 11,394 | $3.25M | 0.4% | -2.4% | 0.008% | |
7/15/2025 | RTD Financial Advisors Inc. | 6,642 | $1.90M | 0.2% | +5.6% | 0.004% | |
7/15/2025 | Bay Capital Advisors LLC | 2,563 | $731K | 0.6% | +3.3% | 0.002% | |
7/15/2025 | Farrell Financial LLC | 55,719 | $15.90M | 10.7% | -2.5% | 0.038% | |
7/15/2025 | CGN Advisors LLC | 2,441 | $696K | 0.1% | -2.3% | 0.002% | |
7/14/2025 | Gries Financial LLC | 4,603 | $1.31M | 0.2% | -1.5% | 0.003% | |
7/14/2025 | AdvisorNet Financial Inc | 7,053 | $2.01M | 0.1% | +1.8% | 0.005% | |
7/14/2025 | MY Wealth Management Inc. | 1,191 | $340K | 0.3% | -6.4% | 0.001% | |
7/14/2025 | Foster Group Inc. | 1,930 | $551K | 0.0% | N/A | 0.001% | |
7/14/2025 | Acropolis Investment Management LLC | 166,188 | $47.41M | 2.6% | +11.5% | 0.112% | |
7/14/2025 | Sentinel Pension Advisors LLC | 746 | $213K | 0.0% | N/A | 0.001% | |
7/14/2025 | BlueSky Wealth Advisors LLC | 93,800 | $26.76M | 3.9% | +18.1% | 0.063% | |
7/14/2025 | Caitlin John LLC | 12,623 | $3.60M | 3.3% | -13.0% | 0.009% | |
7/14/2025 | S.A. Mason LLC | 6,710 | $1.91M | 0.9% | -1.2% | 0.005% | |
7/14/2025 | Narus Financial Partners LLC | 750 | $214K | 0.1% | N/A | 0.001% | |
7/14/2025 | Infinity Wealth Counsel LLC | 17,014 | $4.85M | 4.9% | +0.5% | 0.011% | |
7/14/2025 | Southland Equity Partners LLC | 4,701 | $1.34M | 0.3% | -11.7% | 0.003% | |
7/14/2025 | Abound Wealth Management | 78,515 | $22.40M | 6.3% | +474.7% | 0.053% | |
7/14/2025 | Park Avenue Securities LLC | 11,396 | $3.25M | 0.0% | N/A | 0.008% | |
7/11/2025 | TTP Investments Inc. | 718 | $205K | 0.1% | N/A | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 25,420 | $7.25M | 0.1% | +8.1% | 0.017% | |
7/11/2025 | Silver Oak Securities Incorporated | 909 | $259K | 0.0% | -81.7% | 0.001% | |
7/11/2025 | CX Institutional | 61,349 | $17.50M | 0.6% | -1.2% | 0.041% | |
7/11/2025 | UMB Bank n.a. | 1,102 | $314K | 0.0% | -3.7% | 0.001% | |
7/11/2025 | William Howard & Co Financial Advisors Inc | 713 | $203K | 0.2% | N/A | 0.000% | |
7/11/2025 | Pinnacle Bancorp Inc. | 607 | $173K | 0.1% | -9.5% | 0.000% | |
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7/11/2025 | Addis & Hill Inc | 206,179 | $58.82M | 38.4% | -0.2% | 0.139% | |
7/11/2025 | LongView Wealth Management | 1,921 | $548K | 0.2% | -26.9% | 0.001% | |
7/11/2025 | SeaCrest Wealth Management LLC | 7,225 | $2.06M | 0.2% | +22.6% | 0.005% | |
7/11/2025 | Pioneer Wealth Management Group | 21,911 | $6.25M | 2.3% | +62.8% | 0.015% | |
7/10/2025 | Pachira Investments Inc. | 3,841 | $1.10M | 0.8% | +4.0% | 0.003% | |
7/10/2025 | Oldfather Financial Services LLC | 1,881 | $537K | 0.2% | N/A | 0.001% | |
7/10/2025 | Trust Point Inc. | 219,163 | $62.53M | 5.9% | -6.2% | 0.148% | |
7/10/2025 | Hurlow Wealth Management Group Inc. | 149,114 | $42.54M | 12.0% | +4.0% | 0.100% | |
7/10/2025 | YHB Investment Advisors Inc. | 8,852 | $2.53M | 0.2% | +0.7% | 0.006% | |
7/10/2025 | Ferguson Wellman Capital Management Inc. | 3,011 | $859K | 0.0% | -3.2% | 0.002% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 186,108 | $53.71M | 0.1% | -1.3% | 0.125% | |
7/10/2025 | Atticus Wealth Management LLC | 12,268 | $3.50M | 0.9% | -0.8% | 0.008% | |
7/10/2025 | High Net Worth Advisory Group LLC | 3,455 | $986K | 0.3% | -2.6% | 0.002% | |
7/10/2025 | Moller Wealth Partners | 84,325 | $24.06M | 5.3% | -1.4% | 0.057% | |
7/10/2025 | Wedmont Private Capital | 40,433 | $11.64M | 0.5% | -6.9% | 0.027% | |
7/10/2025 | Secure Asset Management LLC | 13,552 | $3.87M | 0.7% | N/A | 0.009% | |
7/10/2025 | Brooklyn FI LLC | 13,009 | $3.71M | 1.0% | +184.6% | 0.009% | |
7/10/2025 | KMG Fiduciary Partners LLC | 14,330 | $4.09M | 0.3% | -0.3% | 0.010% | |
7/10/2025 | Focus Financial Network Inc. | 3,298 | $944K | 0.0% | +16.9% | 0.002% | |
7/10/2025 | Sovran Advisors LLC | 2,535 | $726K | 0.1% | -1.9% | 0.002% | |
7/10/2025 | Sunflower Bank N.A. | 209,344 | $59.73M | 15.1% | +10.4% | 0.141% | |
7/9/2025 | Breakwater Investment Management | 3,280 | $936K | 0.4% | +8.6% | 0.002% | |
7/9/2025 | Sapient Capital LLC | 11,758 | $3.37M | 0.1% | +15.2% | 0.008% | |
7/9/2025 | Pallas Capital Advisors LLC | 6,848 | $1.95M | 0.1% | -18.0% | 0.005% | |
7/9/2025 | Breakwater Capital Group | 2,885 | $823K | 0.1% | +6.7% | 0.002% | |
7/9/2025 | Alesco Advisors LLC | 48,105 | $13.72M | 0.4% | -4.3% | 0.032% | |
7/9/2025 | Orser Capital Management LLC | 5,775 | $1.65M | 1.2% | +187.3% | 0.004% | |
7/9/2025 | Byrne Asset Management LLC | 712 | $203K | 0.1% | +66.7% | 0.000% | |
7/9/2025 | Riversedge Advisors LLC | 217,692 | $62.11M | 12.1% | +94.9% | 0.147% | |
7/8/2025 | Juncture Wealth Strategies LLC | 238,093 | $67.93M | 24.1% | +1.1% | 0.161% | |
7/8/2025 | Parisi Gray Wealth Management | 734 | $210K | 0.1% | N/A | 0.000% | |
7/8/2025 | Apella Capital LLC | 16,488 | $4.72M | 0.1% | +1,572.2% | 0.011% | |
7/8/2025 | Heartwood Wealth Advisors LLC | 352,178 | $100.48M | 10.5% | +1.0% | 0.238% | |
7/8/2025 | Parallel Advisors LLC | 233,612 | $66.65M | 1.3% | +5.0% | 0.158% | |
7/7/2025 | Horizons Wealth Management | 51,271 | $14.63M | 10.4% | +0.9% | 0.035% | |
7/7/2025 | Investors Research Corp | 56,172 | $16.03M | 3.1% | +7.5% | 0.038% | |
7/7/2025 | Capital Asset Advisory Services LLC | 1,048,931 | $299.00M | 14.0% | +0.4% | 0.707% | |
7/7/2025 | Vishria Bird Financial Group LLC | 757 | $216K | 0.1% | N/A | 0.001% | |
7/7/2025 | General Partner Inc. | 5,700 | $1.63M | 1.0% | -27.3% | 0.004% | |
7/7/2025 | First Community Trust NA | 5,177 | $1.48M | 1.2% | +10.0% | 0.003% | |
7/7/2025 | Salem Investment Counselors Inc. | 761 | $218K | 0.0% | -6.4% | 0.001% | |
7/7/2025 | RDA Financial Network | 2,141 | $611K | 0.2% | +8.4% | 0.001% | |
7/3/2025 | First Hawaiian Bank | 60,079 | $17.14M | 2.3% | +0.6% | 0.040% | |
7/3/2025 | Garde Capital Inc. | 432,039 | $123.26M | 6.4% | +0.2% | 0.291% | |
7/2/2025 | Dentgroup LLC | 8,710 | $2.49M | 1.7% | +0.6% | 0.006% | |
7/1/2025 | Kera Capital Partners Inc. | 784 | $224K | 0.0% | N/A | 0.001% | |
6/17/2025 | Howe & Rusling Inc. | 307 | $79K | 0.0% | N/A | 0.000% | |
6/4/2025 | First Hawaiian Bank | 59,735 | $15.35M | 0.8% | -3.5% | 0.023% | |
6/2/2025 | Modern Wealth Management LLC | 91,650 | $23.56M | 0.8% | N/A | 0.036% | |
5/28/2025 | Jones Financial Companies Lllp | 16,130,782 | $4.12B | 3.7% | +1.3% | 6.275% | |
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5/27/2025 | Advisors Capital Management LLC | 3,665 | $942K | 0.0% | -3.4% | 0.001% | |
5/23/2025 | Triune Financial Partners LLC | 1,124 | $289K | 0.1% | +50.3% | 0.000% | |
5/21/2025 | McAdam LLC | 10,069 | $2.59M | 0.2% | -1.8% | 0.004% | |
5/21/2025 | Geneos Wealth Management Inc. | 762 | $196K | 0.0% | +11.1% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 2,719 | $699K | 0.0% | +155.1% | 0.001% | |
5/20/2025 | Fortis Capital Advisors LLC | 2,719 | $699K | 0.1% | +155.1% | 0.001% | |
5/20/2025 | Focus Partners Wealth | 405,225 | $104.16M | 0.3% | +0.3% | 0.158% | |
5/20/2025 | Glenview Trust co | 26,350 | $6.77M | 0.1% | +1.1% | 0.010% | |
5/20/2025 | Aspen Investment Management Inc | 1,733 | $445K | 0.2% | N/A | 0.001% | |
5/19/2025 | SageView Advisory Group LLC | 37,351 | $9.60M | 0.4% | -38.8% | 0.015% | |