5/21/2025 | Schmidt P J Investment Management Inc. | 9,513 | $482K | 0.1% | -5.5% | 0.008% | |
5/20/2025 | Acorns Advisers LLC | 971,050 | $49.23M | 0.5% | +5.6% | 0.825% | |
5/20/2025 | Belpointe Asset Management LLC | 48,703 | $2.47M | 0.1% | -4.9% | 0.041% | |
5/20/2025 | Focus Partners Wealth | 817,584 | $41.45M | 0.1% | +422.2% | 0.694% | |
5/19/2025 | Jane Street Group LLC | 206,046 | $10.45M | 0.0% | +126.7% | 0.175% | |
5/19/2025 | SageView Advisory Group LLC | 4,814 | $244K | 0.0% | -8.2% | 0.004% | |
5/16/2025 | Everstar Asset Management LLC | 130,295 | $6.61M | 1.2% | +1,335.8% | 0.111% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 163,974 | $8.31M | 5.9% | +22.2% | 0.139% | |
5/16/2025 | Talon Private Wealth LLC | 19,970 | $1.01M | 0.1% | +3.4% | 0.017% | |
5/16/2025 | NewEdge Advisors LLC | 30,658 | $1.55M | 0.0% | +8.5% | 0.026% | |
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5/16/2025 | Advisors Asset Management Inc. | 4,770 | $242K | 0.0% | -28.0% | 0.004% | |
5/16/2025 | Aprio Wealth Management LLC | 14,045 | $712K | 0.1% | -10.2% | 0.012% | |
5/15/2025 | Royal Bank of Canada | 2,515,423 | $127.53M | 0.0% | -21.7% | 2.136% | |
5/15/2025 | MAI Capital Management | 8,242 | $418K | 0.0% | -7.9% | 0.007% | |
5/15/2025 | Baird Financial Group Inc. | 54,840 | $2.78M | 0.0% | +21.2% | 0.047% | |
5/14/2025 | CreativeOne Wealth LLC | 183,564 | $9.31M | 0.3% | +4.0% | 0.156% | |
5/14/2025 | Jane Street Group LLC | 206,046 | $10.45M | 0.0% | +126.7% | 0.175% | |
5/14/2025 | Comerica Bank | 4,266 | $216K | 0.0% | -15.9% | 0.004% | |
5/14/2025 | Synovus Financial Corp | 103,363 | $5.24M | 0.1% | +21.1% | 0.088% | |
5/14/2025 | SVB Wealth LLC | 82,501 | $4.18M | 0.2% | -6.1% | 0.070% | |
5/14/2025 | Smartleaf Asset Management LLC | 7,302 | $370K | 0.0% | N/A | 0.006% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 35,156 | $1.78M | 0.0% | -51.0% | 0.030% | |
5/14/2025 | Haverford Trust Co | 141,709 | $7.19M | 0.1% | +3.1% | 0.120% | |
5/14/2025 | Kestra Advisory Services LLC | 19,248 | $976K | 0.0% | -78.1% | 0.016% | |
5/14/2025 | OFC Financial Planning LLC | 87,064 | $4.41M | 5.0% | -11.8% | 0.074% | |
5/14/2025 | Lionsbridge Wealth Management LLC | 34,564 | $1.75M | 1.6% | -40.4% | 0.029% | |
5/14/2025 | Capital Wealth Alliance LLC | 26,200 | $1.33M | 0.8% | -6.6% | 0.022% | |
5/14/2025 | Elevate Wealth Advisory Inc. | 13,017 | $660K | 0.5% | -5.7% | 0.011% | |
5/14/2025 | Vertex Planning Partners LLC | 44,568 | $2.26M | 0.5% | N/A | 0.038% | |
5/14/2025 | ZEGA Investments LLC | 23,083 | $1.17M | 0.2% | +249.6% | 0.020% | |
5/13/2025 | Sand Hill Global Advisors LLC | 387,149 | $19.63M | 0.8% | +27.4% | 0.329% | |
5/13/2025 | Aptus Capital Advisors LLC | 21,964 | $1.11M | 0.0% | +123.0% | 0.019% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 69,666 | $3.53M | 0.8% | +9.7% | 0.059% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 78,125 | $3.96M | 0.0% | -1.1% | 0.066% | |
5/13/2025 | Raymond James Financial Inc. | 849,717 | $43.08M | 0.0% | -42.9% | 0.722% | |
5/13/2025 | Cresset Asset Management LLC | 21,639 | $1.10M | 0.0% | -18.3% | 0.018% | |
5/13/2025 | Heck Capital Advisors LLC | 5,781 | $293K | 0.0% | -3.6% | 0.005% | |
5/13/2025 | Klingman & Associates LLC | 6,723 | $341K | 0.0% | N/A | 0.006% | |
5/13/2025 | MSH Capital Advisors LLC | 56,178 | $2.85M | 0.9% | -0.9% | 0.048% | |
5/13/2025 | Ariadne Wealth Management LP | 129,668 | $6.55M | 3.5% | -47.9% | 0.110% | |
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5/13/2025 | Bulltick Wealth Management LLC | 198,113 | $10.04M | 2.7% | +1,165.9% | 0.168% | |
5/13/2025 | HighTower Advisors LLC | 81,090 | $4.11M | 0.0% | -7.5% | 0.069% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 73,467 | $3.73M | 0.0% | +1.4% | 0.062% | |
5/12/2025 | Cynosure Group LLC | 439,492 | $22.28M | 3.1% | -1.4% | 0.373% | |
5/12/2025 | Townsquare Capital LLC | 55,192 | $2.80M | 0.0% | -4.3% | 0.047% | |
5/12/2025 | Bristlecone Advisors LLC | 18,330 | $929K | 0.1% | +5.8% | 0.016% | |
5/12/2025 | AlphaCore Capital LLC | 15,980 | $810K | 0.1% | N/A | 0.014% | |
5/9/2025 | Foster Dykema Cabot & Partners LLC | 2,251,651 | $114.16M | 9.2% | +3.3% | 1.912% | |
5/9/2025 | Chicago Partners Investment Group LLC | 109,336 | $5.53M | 0.2% | -1.3% | 0.093% | |
5/9/2025 | WealthShield Partners LLC | 27,633 | $1.40M | 0.2% | -1.5% | 0.023% | |
5/9/2025 | Wealthspire Advisors LLC | 8,162 | $414K | 0.0% | -34.8% | 0.007% | |
5/9/2025 | Atria Wealth Solutions Inc. | 34,797 | $1.76M | 0.0% | +42.7% | 0.030% | |
5/9/2025 | Farrow Financial Inc. | 137,501 | $6.97M | 4.7% | +4.8% | 0.117% | |
5/9/2025 | Empower Advisory Group LLC | 4,114 | $209K | 0.0% | -24.1% | 0.003% | |
5/9/2025 | Costello Asset Management INC | 509 | $26K | 0.0% | N/A | 0.000% | |
5/9/2025 | BCR Wealth Strategies LLC | 71,348 | $3.62M | 1.6% | +56.7% | 0.061% | |
5/9/2025 | Cary Street Partners Financial LLC | 416,658 | $21.13M | 0.7% | +3.1% | 0.354% | |
5/9/2025 | Wells Financial Advisors INC | 2,495 | $126K | 0.2% | -82.6% | 0.002% | |
5/9/2025 | Avalon Trust Co | 2,927 | $148K | 0.0% | +215.7% | 0.002% | |
5/9/2025 | PNC Financial Services Group Inc. | 2,544 | $129K | 0.0% | +185.5% | 0.002% | |
5/8/2025 | Clearwater Capital Advisors LLC | 8,991 | $456K | 0.0% | -6.8% | 0.008% | |
5/8/2025 | Baker Avenue Asset Management LP | 7,709 | $391K | 0.0% | -13.7% | 0.007% | |
5/8/2025 | Certified Advisory Corp | 10,603 | $538K | 0.1% | -13.6% | 0.009% | |
5/8/2025 | Howland Capital Management LLC | 68,735 | $3.49M | 0.2% | -5.5% | 0.058% | |
5/8/2025 | BCGM Wealth Management LLC | 29,853 | $1.51M | 0.5% | +7.0% | 0.025% | |
5/8/2025 | Nicolet Advisory Services LLC | 7,383 | $373K | 0.0% | +27.5% | 0.006% | |
5/8/2025 | Shufro Rose & Co. LLC | 111,414 | $5.65M | 0.4% | +0.7% | 0.095% | |
5/8/2025 | Harbour Investments Inc. | 10,861 | $551K | 0.0% | +43.4% | 0.009% | |
5/8/2025 | MGO One Seven LLC | 130,903 | $6.64M | 0.3% | -12.8% | 0.111% | |
5/8/2025 | Roble Belko & Company Inc | 346,331 | $17.56M | 2.8% | -14.2% | 0.294% | |
5/8/2025 | Delap Wealth Advisory LLC | 4,947 | $251K | 0.1% | N/A | 0.004% | |
5/8/2025 | Carl P. Sherr & Co. LLC | 4,324 | $219K | 0.1% | N/A | 0.004% | |
5/7/2025 | Foundations Investment Advisors LLC | 14,348 | $727K | 0.0% | +32.2% | 0.012% | |
5/7/2025 | Galvin Gaustad & Stein LLC | 79,510 | $4.03M | 0.4% | -2.5% | 0.068% | |
5/7/2025 | LPL Financial LLC | 2,026,708 | $102.75M | 0.0% | +18.2% | 1.721% | |
5/7/2025 | Panoramic Investment Advisors LLC | 48,460 | $2.46M | 1.7% | +3.6% | 0.041% | |
5/6/2025 | Assetmark Inc. | 4,993 | $253K | 0.0% | +14.1% | 0.004% | |
5/6/2025 | Cetera Investment Advisers | 480,070 | $24.34M | 0.0% | +10.2% | 0.408% | |
5/6/2025 | Avantax Advisory Services Inc. | 40,219 | $2.04M | 0.0% | +1.4% | 0.034% | |
5/6/2025 | Tempus Wealth Planning LLC | 79,365 | $4.02M | 1.2% | +6.7% | 0.067% | |
5/6/2025 | Advisor OS LLC | 128,856 | $6.53M | 0.7% | +2.9% | 0.109% | |
5/6/2025 | Beacon Investment Advisory Services Inc. | 48,080 | $2.44M | 0.1% | -8.9% | 0.041% | |
5/6/2025 | Proficio Capital Partners LLC | 34,179 | $1.73M | 0.1% | -34.2% | 0.029% | |
5/6/2025 | Advocacy Wealth Management Services LLC | 102,055 | $5.17M | 0.4% | +11.6% | 0.087% | |
5/6/2025 | Guidance Capital Inc. | 175,184 | $8.85M | 2.7% | +5.1% | 0.149% | |
5/6/2025 | WT Wealth Management | 68,144 | $3.46M | 1.1% | +97.9% | 0.058% | |
5/5/2025 | Edgemoor Investment Advisors Inc. | 230,343 | $11.68M | 1.1% | +3.3% | 0.196% | |
5/5/2025 | Cannon Financial Strategists Inc. | 29,852 | $1.51M | 0.3% | +4.1% | 0.025% | |
5/5/2025 | Parkworth Wealth Management Inc. | 57,666 | $2.92M | 2.3% | N/A | 0.049% | |
5/5/2025 | J.W. Cole Advisors Inc. | 203,878 | $10.34M | 0.3% | -7.3% | 0.173% | |
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5/5/2025 | IFP Advisors Inc | 34,335 | $1.74M | 0.1% | +25.1% | 0.029% | |
5/5/2025 | TAGStone Capital Inc. | 34,321 | $1.74M | 0.9% | -27.0% | 0.029% | |
5/5/2025 | Kestra Private Wealth Services LLC | 32,624 | $1.65M | 0.0% | +17.4% | 0.028% | |
5/5/2025 | Morningstar Investment Services LLC | 14,059 | $713K | 0.1% | -10.9% | 0.012% | |
5/5/2025 | Private Advisor Group LLC | 282,383 | $14.32M | 0.1% | +14.7% | 0.240% | |
5/5/2025 | Jackson Creek Investment Advisors LLC | 23,527 | $1.19M | 0.4% | +93.8% | 0.020% | |
5/5/2025 | Transce3nd LLC | 332,579 | $16.86M | 7.5% | -0.6% | 0.282% | |
5/2/2025 | KM Capital Management Ltd. | 17,525 | $889K | 0.5% | -13.9% | 0.015% | |
5/2/2025 | Kingsview Wealth Management LLC | 79,113 | $4.01M | 0.1% | +2.2% | 0.067% | |
5/2/2025 | Guardian Wealth Advisors LLC | 39,372 | $2.00M | 1.3% | -1.3% | 0.033% | |