3/27/2025 | Milestone Asset Management Group LLC | 848 | $0.20M | 0.2% | N/A | 0.000% |  |
3/25/2025 | Higgins & Schmidt Wealth Strategies LLC | 904 | $0.22M | 0.1% | N/A | 0.000% |  |
3/24/2025 | Fire Capital Management LLC | 20,119 | $4.82M | 3.6% | N/A | 0.001% |  |
3/24/2025 | Fulcrum Equity Management | 1,578 | $0.38M | 0.4% | -49.6% | 0.000% |  |
3/24/2025 | Mascagni Wealth Management Inc. | 338 | $81K | 0.1% | N/A | 0.000% |  |
3/21/2025 | Prostatis Group LLC | 3,682 | $0.88M | 0.3% | +8.9% | 0.000% |  |
3/19/2025 | M1 Capital Management LLC | 2,217 | $0.53M | 0.3% | N/A | 0.000% |  |
3/19/2025 | DSG Capital Advisors LLC | 66,838 | $16.02M | 2.9% | N/A | 0.002% |  |
3/19/2025 | Chancellor Financial Group WB LP | 8,030 | $1.93M | 1.6% | N/A | 0.000% |  |
3/18/2025 | Objective Capital Management LLC | 6,590 | $1.58M | 1.1% | -14.4% | 0.000% |  |
3/18/2025 | Triton Wealth Management PLLC | 2,314 | $0.57M | 0.3% | +12.1% | 0.000% |  |
3/18/2025 | Thoma Capital Management LLC | 3,010 | $0.72M | 0.5% | N/A | 0.000% |  |
3/17/2025 | NorthCrest Asset Manangement LLC | 230,095 | $55.16M | 1.6% | -0.5% | 0.008% |  |
3/17/2025 | Members Wealth LLC | 848 | $0.20M | 0.2% | N/A | 0.000% |  |
3/14/2025 | Tableaux LLC | 2,167 | $0.52M | 0.4% | N/A | 0.000% |  |
3/14/2025 | Lansforsakringar Fondforvaltning AB publ | 982,594 | $235.54M | 2.8% | N/A | 0.035% |  |
3/13/2025 | Silver Oak Wealth Advisors Services LLC | 520 | $0.13M | 0.1% | N/A | 0.000% |  |
3/12/2025 | Northstar Financial Companies Inc. | 3,099 | $0.74M | 0.7% | N/A | 0.000% |  |
3/12/2025 | Centaurus Financial Inc. | 50,019 | $11.99M | 0.7% | +19.3% | 0.002% |  |
3/12/2025 | Wealthedge Investment Advisors LLC | 2,992 | $0.72M | 0.3% | N/A | 0.000% |  |
3/12/2025 | Palogic Value Management L.P. | 6,624 | $1.59M | 0.0% | -2.9% | 0.000% |  |
3/11/2025 | Campbell Deegan Wealth Management LLC | 892 | $0.21M | 0.3% | N/A | 0.000% |  |
3/11/2025 | Lighthouse Financial LLC | 1,449 | $0.35M | 0.3% | N/A | 0.000% |  |
3/11/2025 | Anchor Pointe Wealth Management LLC | 1,382 | $0.33M | 0.4% | N/A | 0.000% |  |
3/10/2025 | Old North State Trust LLC | 4,219 | $1.01M | 0.6% | +5.0% | 0.000% |  |
3/10/2025 | Capstone Triton Financial Group LLC | 5,520 | $1.32M | 0.8% | +7.3% | 0.000% |  |
3/10/2025 | Mattson Financial Services LLC | 16,451 | $3.94M | 1.2% | -10.4% | 0.001% |  |
3/6/2025 | Copia Wealth Management | 334 | $80K | 0.1% | N/A | 0.000% |  |
3/6/2025 | IronOak Wealth LLC. | 3,380 | $0.81M | 0.9% | N/A | 0.000% |  |
3/6/2025 | Wood Tarver Financial Group LLC | 421 | $100K | 0.0% | N/A | 0.000% |  |
3/6/2025 | TFR Capital LLC. | 3,836 | $0.92M | 0.5% | N/A | 0.000% |  |
3/6/2025 | Plotkin Financial Advisors LLC | 1,365 | $0.33M | 0.2% | +4.8% | 0.000% |  |
3/5/2025 | Castle Rock Wealth Management LLC | 11,516 | $2.76M | 0.7% | -1.9% | 0.000% |  |
3/5/2025 | Financial Insights Inc. | 2,603 | $0.62M | 0.2% | -59.6% | 0.000% |  |
3/5/2025 | Probity Advisors Inc. | 5,437 | $1.30M | 0.3% | +8.6% | 0.000% |  |
3/4/2025 | Comprehensive Money Management Services LLC | 947 | $0.23M | 0.2% | N/A | 0.000% |  |
3/4/2025 | Birmingham Capital Management Co. Inc. AL | 12,602 | $3.02M | 1.1% | -7.5% | 0.000% |  |
3/4/2025 | Dogwood Wealth Management LLC | 5,711 | $1.37M | 0.7% | +16.3% | 0.000% |  |
3/4/2025 | Smith Shellnut Wilson LLC ADV | 2,011 | $0.48M | 0.2% | +9.8% | 0.000% |  |
3/4/2025 | Audent Global Asset Management LLC | 12,256 | $2.94M | 1.9% | +91.9% | 0.000% |  |
3/4/2025 | Siemens Fonds Invest GmbH | 5,808 | $1.39M | 0.1% | -92.3% | 0.000% |  |
3/3/2025 | American Investment Services Inc. | 10,884 | $2.61M | 0.5% | -5.7% | 0.000% |  |
2/28/2025 | BridgePort Financial Solutions LLC | 3,363 | $0.87M | 0.4% | N/A | 0.000% |  |
2/28/2025 | Park Square Financial Group LLC | 2,024 | $0.49M | 0.3% | N/A | 0.000% |  |
2/28/2025 | Total Wealth Planning & Management Inc. | 6,940 | $1.66M | 1.5% | N/A | 0.000% |  |
2/28/2025 | Menard Financial Group LLC | 6,076 | $1.46M | 0.9% | +1.4% | 0.000% |  |
2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 1,894,131 | $454.04M | 0.9% | N/A | 0.068% |  |
2/27/2025 | Fidelity D & D Bancorp Inc. | 6,475 | $1.55M | 1.0% | +10.2% | 0.000% |  |
2/27/2025 | Skyline Advisors Inc. | 1,413 | $0.34M | 0.1% | -23.0% | 0.000% |  |
2/27/2025 | Brucke Financial Inc. | 7,158 | $1.72M | 1.5% | N/A | 0.000% |  |
2/27/2025 | REAP Financial Group LLC | 552 | $0.13M | 0.0% | +15.7% | 0.000% |  |
2/27/2025 | Bernard Wealth Management Corp. | 8,631 | $2.07M | 1.0% | N/A | 0.000% |  |
2/27/2025 | XY Planning Network Inc. | 1,958 | $0.47M | 0.4% | N/A | 0.000% |  |
2/27/2025 | HWG Holdings LP | 28,367 | $6.80M | 2.2% | +8.6% | 0.001% |  |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 14,964 | $3.59M | 0.5% | -16.2% | 0.001% |  |
2/27/2025 | Carolinas Wealth Consulting LLC | 5,458 | $1.31M | 0.2% | -7.4% | 0.000% |  |
2/26/2025 | Bristol John W & Co. Inc. NY | 934,568 | $224.03M | 3.7% | -2.2% | 0.033% |  |
2/26/2025 | Yoffe Investment Management LLC | 5,543 | $1.33M | 1.9% | N/A | 0.000% |  |
2/26/2025 | LifeWealth Investments LLC | 1,722 | $0.41M | 0.3% | N/A | 0.000% |  |
2/26/2025 | Capital A Wealth Management LLC | 267 | $64K | 0.1% | N/A | 0.000% |  |
2/26/2025 | Financial Advisory Corp | 1,174 | $0.28M | 0.0% | N/A | 0.000% |  |
2/26/2025 | Discipline Wealth Solutions LLC | 4,097 | $0.98M | 0.5% | +10.8% | 0.000% |  |
2/26/2025 | LM Advisors LLC | 9,902 | $2.37M | 0.4% | -34.7% | 0.000% |  |
2/26/2025 | Lakeshore Capital Group Inc. | 4,763 | $1.14M | 1.7% | N/A | 0.000% |  |
2/26/2025 | Virtue Capital Management LLC | 8,749 | $2.10M | 0.4% | -0.7% | 0.000% |  |
2/26/2025 | Sculati Wealth Management LLC | 19,375 | $4.64M | 1.8% | -1.9% | 0.001% |  |
2/25/2025 | Heck Capital Advisors LLC | 14,611 | $3.50M | 0.2% | N/A | 0.001% |  |
2/25/2025 | Leigh Baldwin & CO. LLC | 2,877 | $0.69M | 0.4% | N/A | 0.000% |  |
2/25/2025 | B. Riley Wealth Advisors Inc. | 107,394 | $25.74M | 0.8% | -10.5% | 0.004% |  |
2/25/2025 | Brick & Kyle Associates | 33,733 | $8.09M | 3.4% | -0.5% | 0.001% |  |
2/25/2025 | Armis Advisers LLC | 5,106 | $1.22M | 0.1% | N/A | 0.000% |  |
2/25/2025 | Shufro Rose & Co. LLC | 121,869 | $29.21M | 2.3% | -2.0% | 0.004% |  |
2/25/2025 | Integrated Advisors Network LLC | 78,531 | $18.83M | 0.9% | -2.0% | 0.003% |  |
2/25/2025 | Chokshi & Queen Wealth Advisors Inc | 896 | $0.22M | 0.1% | N/A | 0.000% |  |
2/25/2025 | Garde Capital Inc. | 5,028 | $1.21M | 0.1% | +38.7% | 0.000% |  |
2/24/2025 | Pullen Investment Management LLC | 3,057 | $0.73M | 0.5% | +4.9% | 0.000% |  |
2/24/2025 | Instrumental Wealth LLC | 1,376 | $0.36M | 0.3% | +21.2% | 0.000% |  |
2/24/2025 | Wilkins Miller Wealth Management LLC | 5,714 | $1.37M | 1.4% | N/A | 0.000% |  |
2/24/2025 | Hall Capital Management Co. Inc. | 28,039 | $6.72M | 3.1% | N/A | 0.001% |  |
2/24/2025 | Liberty Square Wealth Partners LLC | 1,175 | $0.28M | 0.1% | N/A | 0.000% |  |
2/24/2025 | Great Valley Advisor Group Inc. | 148,189 | $35.52M | 0.8% | +0.8% | 0.005% |  |
2/24/2025 | Cypress Asset Management Inc. TX | 59,529 | $14.61M | 3.6% | N/A | 0.002% |  |
2/24/2025 | Ameriflex Group Inc. | 4,908 | $1.18M | 0.5% | N/A | 0.000% |  |
2/24/2025 | United Advisor Group LLC | 18,561 | $4.45M | 0.9% | +0.9% | 0.001% |  |
2/24/2025 | Sunbeam Capital Management LLC | 8,245 | $1.98M | 1.8% | N/A | 0.000% |  |
2/24/2025 | Challenger Wealth Management | 3,935 | $0.94M | 0.8% | N/A | 0.000% |  |
2/21/2025 | Ascent Group LLC | 62,888 | $15.08M | 1.1% | +6.4% | 0.002% |  |
2/21/2025 | Aberdeen Wealth Management LLC | 15,133 | $3.63M | 2.5% | -1.9% | 0.001% |  |
2/21/2025 | WNY Asset Management LLC | 4,504 | $1.08M | 0.1% | -3.3% | 0.000% |  |
2/21/2025 | Putney Financial Group LLC | 1,993 | $0.48M | 0.3% | N/A | 0.000% |  |
2/21/2025 | Aurdan Capital Management LLC | 1,154 | $0.28M | 0.1% | N/A | 0.000% |  |
2/21/2025 | Perennial Advisors LLC | 57,169 | $13.70M | 3.0% | N/A | 0.002% |  |
2/21/2025 | Vermillion Wealth Management Inc. | 790 | $0.19M | 0.1% | N/A | 0.000% |  |
2/21/2025 | AlphaCore Capital LLC | 50,704 | $12.15M | 2.6% | -2.5% | 0.002% |  |
2/20/2025 | Mackenzie Financial Corp | 2,646,963 | $634.50M | 0.8% | -6.4% | 0.095% |  |
2/20/2025 | Griffith & Werner Inc. | 3,720 | $0.89M | 0.6% | N/A | 0.000% |  |
2/20/2025 | Sunbeam Capital Management LLC | 4,534 | $1.09M | 2.3% | N/A | 0.000% |  |
2/20/2025 | Montchanin Asset Management LLC | 26,317 | $6.31M | 6.1% | -4.9% | 0.001% |  |
2/20/2025 | Castlekeep Investment Advisors LLC | 5,283 | $1.27M | 0.2% | N/A | 0.000% |  |
2/20/2025 | Peak Retirement Planning Inc. | 13,433 | $3.22M | 2.2% | N/A | 0.000% |  |