5/20/2025 | Focus Partners Wealth | 430,418 | $21.89M | 0.1% | -12.4% | 0.626% | |
5/20/2025 | Strive Asset Management LLC | 23,248 | $1.18M | 0.8% | N/A | 0.034% | |
5/19/2025 | Jane Street Group LLC | 310,375 | $15.78M | 0.0% | +4,675.0% | 0.451% | |
5/19/2025 | SageView Advisory Group LLC | 6,574 | $334K | 0.0% | N/A | 0.010% | |
5/16/2025 | Coppell Advisory Solutions LLC | 17,975 | $994K | 0.1% | +16,543.5% | 0.026% | |
5/16/2025 | Kestra Investment Management LLC | 143,361 | $7.29M | 0.2% | +2,990.3% | 0.208% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 523 | $27K | 0.0% | -48.0% | 0.001% | |
5/16/2025 | Ruggaard & Associates LLC | 10,580 | $538K | 0.2% | +30.6% | 0.015% | |
5/16/2025 | Clark Capital Management Group Inc. | 41,912 | $2.13M | 0.0% | N/A | 0.061% | |
5/16/2025 | AQR Capital Management LLC | 14,012 | $713K | 0.0% | +48.3% | 0.020% | |
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5/16/2025 | Ancora Advisors LLC | 33,881 | $1.72M | 0.0% | -1.4% | 0.049% | |
5/15/2025 | EP Wealth Advisors LLC | 107,738 | $5.48M | 0.0% | +22.4% | 0.157% | |
5/15/2025 | Ashton Thomas Securities LLC | 28,143 | $1.43M | 0.4% | +3.2% | 0.041% | |
5/15/2025 | Core Wealth Advisors Inc. | 33,876 | $1.72M | 0.5% | -5.0% | 0.049% | |
5/15/2025 | Flputnam Investment Management Co. | 237,217 | $12.06M | 0.2% | +8.7% | 0.345% | |
5/15/2025 | Royal Bank of Canada | 400,679 | $20.38M | 0.0% | +10.3% | 0.582% | |
5/15/2025 | MAI Capital Management | 35,368 | $1.80M | 0.0% | -3.3% | 0.051% | |
5/15/2025 | TD Capital Management LLC | 248,299 | $12.63M | 1.3% | +0.5% | 0.361% | |
5/15/2025 | Tortoise Investment Management LLC | 156,530 | $7.96M | 0.8% | +58.2% | 0.228% | |
5/15/2025 | Monterey Private Wealth Inc. | 5,069 | $258K | 0.1% | +23.0% | 0.007% | |
5/15/2025 | D L Carlson Investment Group Inc. | 131,551 | $6.69M | 1.3% | -9.4% | 0.191% | |
5/14/2025 | Quadcap Wealth Management LLC | 13,251 | $674K | 0.1% | +79.4% | 0.019% | |
5/14/2025 | Per Stirling Capital Management LLC. | 14,440 | $734K | 0.1% | +15.8% | 0.021% | |
5/14/2025 | WCG Wealth Advisors LLC | 119,855 | $6.10M | 0.5% | -12.6% | 0.174% | |
5/14/2025 | Jane Street Group LLC | 310,375 | $15.78M | 0.0% | +4,675.0% | 0.451% | |
5/14/2025 | Evergreen Wealth Solutions LLC | 84,068 | $4.28M | 2.9% | +128.1% | 0.122% | |
5/14/2025 | NCM Capital Management LLC | 44,915 | $2.28M | 1.0% | +143.0% | 0.065% | |
5/14/2025 | Comerica Bank | 10,664 | $542K | 0.0% | +77.7% | 0.016% | |
5/14/2025 | Freedom Investment Management Inc. | 45,287 | $2.30M | 0.2% | -3.0% | 0.066% | |
5/14/2025 | Synovus Financial Corp | 50,050 | $2.55M | 0.0% | -4.1% | 0.073% | |
5/14/2025 | Oak Harvest Investment Services | 220,554 | $11.22M | 1.6% | +15.9% | 0.321% | |
5/14/2025 | SVB Wealth LLC | 66,824 | $3.40M | 0.1% | -7.8% | 0.097% | |
5/14/2025 | Smartleaf Asset Management LLC | 4,618 | $235K | 0.0% | +20.9% | 0.007% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,147,636 | $160.06M | 0.1% | +31.2% | 4.575% | |
5/14/2025 | Phoenix Wealth Advisors | 180,633 | $9.19M | 4.0% | -1.0% | 0.263% | |
5/14/2025 | Kestra Advisory Services LLC | 24,504 | $1.25M | 0.0% | +23.5% | 0.036% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 4,471 | $227K | 0.0% | -4.6% | 0.006% | |
5/14/2025 | Capital Analysts LLC | 104,432 | $5.31M | 0.2% | N/A | 0.152% | |
5/14/2025 | Tradition Wealth Management LLC | 14,022 | $713K | 0.1% | -33.3% | 0.020% | |
5/14/2025 | Vertex Planning Partners LLC | 51,008 | $2.59M | 0.6% | +5.1% | 0.074% | |
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5/14/2025 | RWA Wealth Partners LLC | 9,519 | $484K | 0.0% | +20.7% | 0.014% | |
5/13/2025 | Aptus Capital Advisors LLC | 158,397 | $8.06M | 0.1% | -4.4% | 0.230% | |
5/13/2025 | Tyler Stone Wealth Management | 11,836 | $602K | 0.1% | -11.3% | 0.017% | |
5/13/2025 | Raymond James Financial Inc. | 548,025 | $27.87M | 0.0% | +25.0% | 0.797% | |
5/13/2025 | Cresset Asset Management LLC | 32,350 | $1.65M | 0.0% | +347.7% | 0.047% | |
5/13/2025 | Boston Family Office LLC | 8,122 | $413K | 0.0% | -9.6% | 0.012% | |
5/13/2025 | Thompson Davis & CO. Inc. | 20,301 | $1.03M | 0.8% | -14.5% | 0.030% | |
5/13/2025 | Redmond Asset Management LLC | 10,600 | $539K | 0.1% | N/A | 0.015% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 4,716 | $240K | 0.0% | N/A | 0.007% | |
5/13/2025 | Klingman & Associates LLC | 32,201 | $1.64M | 0.1% | +59.4% | 0.047% | |
5/13/2025 | Rossmore Private Capital | 53,039 | $2.70M | 0.3% | +894.2% | 0.077% | |
5/13/2025 | HighTower Advisors LLC | 432,614 | $22.00M | 0.0% | +9.1% | 0.629% | |
5/12/2025 | SouthState Corp | 5,452 | $277K | 0.0% | N/A | 0.008% | |
5/12/2025 | Cooper Financial Group | 73,865 | $3.76M | 0.5% | -0.9% | 0.107% | |
5/12/2025 | Robinson Smith Wealth Advisors LLC | 51,738 | $2.63M | 2.2% | +3.8% | 0.075% | |
5/12/2025 | Benjamin Edwards Inc. | 8,226 | $418K | 0.0% | +6.0% | 0.012% | |
5/12/2025 | Townsquare Capital LLC | 7,680 | $391K | 0.0% | -8.8% | 0.011% | |
5/12/2025 | Bristlecone Advisors LLC | 30,209 | $1.54M | 0.1% | -21.5% | 0.044% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 11,752 | $597K | 0.1% | +12.8% | 0.017% | |
5/12/2025 | AlphaCore Capital LLC | 220,456 | $11.21M | 1.0% | N/A | 0.320% | |
5/12/2025 | Evernest Financial Advisors LLC | 23,818 | $1.21M | 0.4% | -69.8% | 0.035% | |
5/12/2025 | Ironwood Investment Counsel LLC | 37,105 | $1.89M | 0.3% | +48.3% | 0.054% | |
5/9/2025 | Roof Eidam Maycock Peralta LLC | 104,349 | $5.31M | 1.4% | +4.0% | 0.152% | |
5/9/2025 | Chicago Partners Investment Group LLC | 4,511 | $229K | 0.0% | N/A | 0.007% | |
5/9/2025 | Commonwealth Financial Services LLC | 14,594 | $742K | 0.2% | -8.5% | 0.021% | |
5/9/2025 | Citizens Financial Group Inc. RI | 4,935 | $251K | 0.0% | +20.5% | 0.007% | |
5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 6,808 | $346K | 0.1% | -17.3% | 0.010% | |
5/9/2025 | Cary Street Partners Investment Advisory LLC | 34,610 | $1.76M | 1.0% | +7.2% | 0.050% | |
5/9/2025 | Syntegra Private Wealth Group LLC | 7,587 | $386K | 0.0% | N/A | 0.011% | |
5/9/2025 | Horizon Family Wealth Inc. | 4,562 | $232K | 0.2% | +7.3% | 0.007% | |
5/9/2025 | Middleton & Co. Inc. MA | 5,200 | $264K | 0.0% | -8.8% | 0.008% | |
5/9/2025 | Capstone Financial Advisors Inc. | 5,573 | $283K | 0.0% | -16.2% | 0.008% | |
5/9/2025 | Commonwealth Equity Services LLC | 387,120 | $19.69M | 0.0% | +70.5% | 0.563% | |
5/9/2025 | Blair William & Co. IL | 8,019 | $408K | 0.0% | -7.2% | 0.012% | |
5/9/2025 | PNC Financial Services Group Inc. | 39,725 | $2.02M | 0.0% | +506.6% | 0.058% | |
5/8/2025 | IFG Advisory LLC | 11,290 | $574K | 0.0% | +5.0% | 0.016% | |
5/8/2025 | BCGM Wealth Management LLC | 89,002 | $4.53M | 1.4% | -9.9% | 0.129% | |
5/8/2025 | Tarbox Family Office Inc. | 8,224 | $418K | 0.1% | -17.4% | 0.012% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,900 | $402K | 0.0% | N/A | 0.011% | |
5/8/2025 | Harbour Investments Inc. | 12,475 | $634K | 0.0% | +15.5% | 0.018% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 14,842 | $755K | 0.4% | +2.8% | 0.022% | |
5/8/2025 | CAP Partners LLC | 6,047 | $307K | 0.2% | -6.2% | 0.009% | |
5/8/2025 | NorthRock Partners LLC | 822,298 | $41.81M | 1.4% | +20.0% | 1.195% | |
5/8/2025 | First Foundation Advisors | 34,351 | $1.75M | 0.1% | -2.6% | 0.050% | |
5/8/2025 | Cozad Asset Management Inc. | 19,132 | $973K | 0.1% | +7.4% | 0.028% | |
5/7/2025 | Paradigm Strategies in Wealth Management LLC | 36,225 | $1.84M | 1.2% | +1.3% | 0.053% | |
5/7/2025 | Prosperity Consulting Group LLC | 130,828 | $6.65M | 0.5% | -10.5% | 0.190% | |
5/7/2025 | Galvin Gaustad & Stein LLC | 32,327 | $1.64M | 0.1% | -21.2% | 0.047% | |
5/7/2025 | LPL Financial LLC | 2,710,883 | $137.85M | 0.1% | +16.4% | 3.940% | |
5/7/2025 | Vawter Financial Ltd. | 39,286 | $2.00M | 1.1% | -25.6% | 0.057% | |
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5/7/2025 | HB Wealth Management LLC | 639,956 | $32.54M | 0.3% | +10.2% | 0.930% | |
5/7/2025 | Brandywine Oak Private Wealth LLC | 86,384 | $4.39M | 0.4% | -1.5% | 0.126% | |
5/6/2025 | MY Wealth Management Inc. | 37,958 | $1.93M | 1.9% | N/A | 0.055% | |
5/6/2025 | Assetmark Inc. | 4,444 | $226K | 0.0% | +301.8% | 0.006% | |
5/6/2025 | USAdvisors Wealth Management LLC | 22,651 | $1.15M | 0.4% | +15.6% | 0.033% | |
5/6/2025 | Cetera Investment Advisers | 249,764 | $12.70M | 0.0% | +70.4% | 0.363% | |
5/6/2025 | Avantax Advisory Services Inc. | 54,409 | $2.77M | 0.0% | +45.1% | 0.079% | |
5/6/2025 | Principle Wealth Partners LLC | 234,414 | $11.92M | 0.9% | -19.4% | 0.341% | |
5/6/2025 | Advisor OS LLC | 372,499 | $18.94M | 2.2% | +4.1% | 0.541% | |
5/6/2025 | Carnegie Investment Counsel | 7,390 | $374K | 0.0% | N/A | 0.011% | |