7/2/2025 | Dentgroup LLC | 6,825 | $764K | 0.5% | -39.1% | 0.006% | |
7/2/2025 | Waller Financial Planning Group Inc. | 52,130 | $5.84M | 1.4% | +5.1% | 0.044% | |
7/1/2025 | Harbor Investment Advisory LLC | 780 | $87K | 0.0% | +72.9% | 0.001% | |
7/1/2025 | Bush Investment Group LLC | 13,866 | $1.55M | 1.0% | +1.0% | 0.012% | |
6/17/2025 | Howe & Rusling Inc. | 1,290 | $129K | 0.0% | -34.2% | 0.001% | |
6/3/2025 | Invst LLC | 54,324 | $5.43M | 0.7% | -70.3% | 0.046% | |
6/2/2025 | Modern Wealth Management LLC | 29,088 | $2.91M | 0.1% | -17.1% | 0.024% | |
5/29/2025 | Apeiron RIA LLC | 53,010 | $5.30M | 1.6% | -10.1% | 0.044% | |
5/28/2025 | Jones Financial Companies Lllp | 5,298,751 | $534.27M | 0.5% | -21.4% | 4.445% | |
5/28/2025 | Addison Capital Co | 18,389 | $1.84M | 0.7% | +34.6% | 0.015% | |
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5/22/2025 | Kilter Group LLC | 58,151 | $5.82M | 3.8% | -49.1% | 0.049% | |
5/21/2025 | McAdam LLC | 38,128 | $3.81M | 0.2% | -57.3% | 0.032% | |
5/21/2025 | Geneos Wealth Management Inc. | 32,012 | $3.20M | 0.1% | -1.3% | 0.027% | |
5/20/2025 | Fortis Capital Advisors LLC | 72,123 | $7.21M | 1.5% | +3,074.4% | 0.061% | |
5/20/2025 | Belpointe Asset Management LLC | 72,216 | $7.22M | 0.4% | +2,953.5% | 0.061% | |
5/20/2025 | Focus Partners Wealth | 505,115 | $50.51M | 0.1% | -6.9% | 0.424% | |
5/20/2025 | Integrity Alliance LLC. | 275,436 | $27.54M | 1.1% | +14.8% | 0.231% | |
5/19/2025 | Advisory Alpha LLC | 5,982 | $598K | 0.0% | -4.5% | 0.005% | |
5/19/2025 | Client 1ST Advisory Group LLC | 61,257 | $6.13M | 2.4% | +5.3% | 0.051% | |
5/19/2025 | SCS Capital Management LLC | 15,057 | $1.51M | 0.0% | +4.6% | 0.013% | |
5/16/2025 | Semmax Financial Advisors Inc. | 5,676 | $602K | 0.2% | -41.5% | 0.005% | |
5/16/2025 | Logan Capital Management Inc. | 1,235 | $124K | 0.0% | +11.3% | 0.001% | |
5/16/2025 | Faithward Advisors LLC | 2,535 | $254K | 0.0% | +14.4% | 0.002% | |
5/16/2025 | Ascent Group LLC | 57,192 | $5.72M | 0.2% | +227.8% | 0.048% | |
5/16/2025 | Coppell Advisory Solutions LLC | 4,891 | $489K | 0.0% | +204.9% | 0.004% | |
5/16/2025 | Arete Wealth Advisors LLC | 45,997 | $4.60M | 0.3% | +8.9% | 0.038% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 2,369 | $237K | 0.0% | -98.9% | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 72,686 | $7.27M | 0.3% | -23.6% | 0.061% | |
5/16/2025 | Goldman Sachs Group Inc. | 455,259 | $45.53M | 0.0% | +34.2% | 0.383% | |
5/16/2025 | Kestra Investment Management LLC | 415,702 | $41.57M | 1.3% | -18.2% | 0.346% | |
5/16/2025 | Cape Investment Advisory Inc. | 1,925 | $192K | 0.1% | -43.5% | 0.002% | |
5/16/2025 | Jones Financial Companies Lllp | 5,132,905 | $517.06M | 0.5% | -23.8% | 4.277% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 86,689 | $9.05M | 4.0% | +20.8% | 0.072% | |
5/16/2025 | Pinnacle Family Advisors LLC | 4,160 | $416K | 0.2% | -26.8% | 0.003% | |
5/16/2025 | Plancorp LLC | 4,589 | $459K | 0.0% | N/A | 0.004% | |
5/16/2025 | NewEdge Advisors LLC | 544,315 | $54.43M | 0.3% | -38.4% | 0.454% | |
5/16/2025 | Integrated Wealth Concepts LLC | 281,104 | $28.11M | 0.3% | +6.5% | 0.234% | |
5/16/2025 | Concorde Asset Management LLC | 26,583 | $2.59M | 1.4% | -9.5% | 0.022% | |
5/16/2025 | Cook Wealth LLC | 10,151 | $1.06M | 0.5% | -7.0% | 0.008% | |
5/16/2025 | Copperleaf Capital LLC | 19,652 | $1.97M | 1.2% | -38.1% | 0.016% | |
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5/16/2025 | AQR Capital Management LLC | 20,687 | $2.07M | 0.0% | +65.5% | 0.017% | |
5/16/2025 | Ancora Advisors LLC | 42,076 | $4.21M | 0.1% | -23.9% | 0.035% | |
5/16/2025 | Aprio Wealth Management LLC | 9,412 | $941K | 0.1% | +193.7% | 0.008% | |
5/15/2025 | EP Wealth Advisors LLC | 224,071 | $22.41M | 0.2% | -11.2% | 0.187% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 9,425 | $943K | 0.0% | -19.3% | 0.008% | |
5/15/2025 | One Wealth Capital Management LLC | 32,908 | $3.29M | 1.8% | -43.1% | 0.027% | |
5/15/2025 | Flputnam Investment Management Co. | 3,765 | $377K | 0.0% | +53.1% | 0.003% | |
5/15/2025 | Royal Bank of Canada | 758,710 | $75.87M | 0.0% | +15.2% | 0.632% | |
5/15/2025 | Betterment LLC | 6,664 | $666K | 0.0% | +14.1% | 0.006% | |
5/15/2025 | MAI Capital Management | 4,391 | $439K | 0.0% | -2.1% | 0.004% | |
5/15/2025 | DRW Securities LLC | 5,156 | $516K | 0.0% | N/A | 0.004% | |
5/15/2025 | Baird Financial Group Inc. | 167,992 | $16.80M | 0.0% | -14.4% | 0.140% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 52,446 | $5.25M | 0.8% | +6.2% | 0.044% | |
5/15/2025 | OLD Mission Capital LLC | 934,745 | $93.47M | 1.2% | N/A | 0.779% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 1,531 | $153K | 0.1% | -71.8% | 0.001% | |
5/15/2025 | TD Capital Management LLC | 3,228 | $323K | 0.0% | -11.4% | 0.003% | |
5/15/2025 | Monterey Private Wealth Inc. | 2,449 | $245K | 0.1% | N/A | 0.002% | |
5/14/2025 | Paces Ferry Wealth Advisors LLC | 16,098 | $1.61M | 0.8% | -4.1% | 0.013% | |
5/14/2025 | Triad Wealth Partners LLC | 58,024 | $5.80M | 1.8% | -27.3% | 0.048% | |
5/14/2025 | CreativeOne Wealth LLC | 178,559 | $17.86M | 0.5% | -50.0% | 0.149% | |
5/14/2025 | Redwood Investment Management LLC | 23,105 | $2.31M | 0.3% | +5.0% | 0.019% | |
5/14/2025 | WCG Wealth Advisors LLC | 38,129 | $3.81M | 0.3% | -49.1% | 0.032% | |
5/14/2025 | Jane Street Group LLC | 2,276,882 | $227.69M | 0.1% | +2,387.5% | 1.910% | |
5/14/2025 | Talisman Wealth Advisors LLC | 2,923 | $292K | 0.3% | -8.0% | 0.002% | |
5/14/2025 | FWG Investments LLC. | 15,744 | $1.57M | 1.8% | -20.4% | 0.013% | |
5/14/2025 | Comerica Bank | 61,661 | $6.17M | 0.0% | -12.6% | 0.051% | |
5/14/2025 | Freedom Investment Management Inc. | 4,757 | $476K | 0.0% | +25.0% | 0.004% | |
5/14/2025 | Synovus Financial Corp | 7,255 | $726K | 0.0% | -6.1% | 0.006% | |
5/14/2025 | Cedar Point Capital Partners LLC | 74,805 | $7.48M | 5.0% | +1.4% | 0.062% | |
5/14/2025 | Smartleaf Asset Management LLC | 1,963 | $198K | 0.0% | +591.2% | 0.002% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 652,002 | $65.20M | 0.1% | -6.5% | 0.543% | |
5/14/2025 | Van Hulzen Asset Management LLC | 70,349 | $7.04M | 0.6% | -0.9% | 0.059% | |
5/14/2025 | Kestra Advisory Services LLC | 320,508 | $32.05M | 0.2% | -18.9% | 0.267% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 9,975 | $998K | 0.1% | +9.6% | 0.008% | |
5/14/2025 | Compound Planning Inc. | 27,730 | $2.77M | 0.1% | +181.7% | 0.023% | |
5/14/2025 | Barnes Wealth Management Group Inc | 17,230 | $1.72M | 1.1% | -44.2% | 0.014% | |
5/14/2025 | Ameriprise Financial Inc. | 1,228,191 | $122.84M | 0.0% | -23.7% | 1.023% | |
5/14/2025 | Bragg Financial Advisors Inc | 3,331 | $333K | 0.0% | -7.3% | 0.003% | |
5/14/2025 | CW Advisors LLC | 12,000 | $1.20M | 0.0% | N/A | 0.010% | |
5/14/2025 | Summit Financial LLC | 19,286 | $1.93M | 0.1% | +232.2% | 0.016% | |
5/14/2025 | Flow Traders U.S. LLC | 1,817,153 | $181.72M | 7.7% | N/A | 1.514% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 42,199 | $4.22M | 0.2% | -2.4% | 0.035% | |
5/14/2025 | Capital Analysts LLC | 34,980 | $3.50M | 0.1% | -44.4% | 0.029% | |
5/14/2025 | Tradition Wealth Management LLC | 27,846 | $2.79M | 0.2% | -44.2% | 0.023% | |
5/14/2025 | Vertex Planning Partners LLC | 37,245 | $3.72M | 0.8% | +66.3% | 0.031% | |
5/14/2025 | JT Stratford LLC | 3,827 | $383K | 0.1% | -37.7% | 0.003% | |
5/14/2025 | Legacy Financial Advisors Inc. | 3,999 | $400K | 0.1% | -42.5% | 0.003% | |
5/14/2025 | Hsbc Holdings PLC | 24,024 | $2.40M | 0.0% | +5.5% | 0.020% | |
5/14/2025 | RWA Wealth Partners LLC | 125,871 | $12.59M | 0.2% | -27.8% | 0.105% | |
5/13/2025 | Aptus Capital Advisors LLC | 121,718 | $12.17M | 0.1% | -1.3% | 0.101% | |
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5/13/2025 | Mill Creek Capital Advisors LLC | 93,350 | $9.34M | 0.2% | -2.7% | 0.078% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 88,059 | $8.81M | 0.1% | -36.1% | 0.073% | |
5/13/2025 | Raymond James Financial Inc. | 571,686 | $57.17M | 0.0% | -14.9% | 0.476% | |
5/13/2025 | Cresset Asset Management LLC | 106,612 | $10.66M | 0.1% | -0.6% | 0.089% | |
5/13/2025 | Schneider Downs Wealth Management Advisors LP | 5,884 | $588K | 0.1% | -15.8% | 0.005% | |
5/13/2025 | Gen Wealth Partners Inc | 33,205 | $3.32M | 1.4% | -42.2% | 0.028% | |
5/13/2025 | EverSource Wealth Advisors LLC | 9,830 | $983K | 0.1% | +4.6% | 0.008% | |
5/13/2025 | Watchman Group Inc. | 9,003 | $900K | 0.3% | +6.1% | 0.008% | |
5/13/2025 | High Falls Advisors Inc | 117,911 | $11.79M | 2.8% | -46.2% | 0.098% | |
5/13/2025 | Stephen J. Garry & Associates LLC | 2,565 | $256K | 0.2% | -7.2% | 0.002% | |