5/23/2025 | Strategic Financial Services Inc. | 221,605 | $44.79M | 2.6% | +0.2% | 0.304% | |
5/22/2025 | Kilter Group LLC | 19,211 | $3.88M | 2.5% | +4.0% | 0.026% | |
5/21/2025 | Geneos Wealth Management Inc. | 12,732 | $2.57M | 0.1% | +9.9% | 0.017% | |
5/20/2025 | Blue Rock Wealth Management LLC | 4,518 | $913K | 0.8% | -6.1% | 0.006% | |
5/20/2025 | Belpointe Asset Management LLC | 3,391 | $685K | 0.0% | -1.3% | 0.005% | |
5/20/2025 | Focus Partners Wealth | 4,806 | $972K | 0.0% | -8.8% | 0.007% | |
5/20/2025 | Integrity Alliance LLC. | 2,557 | $517K | 0.0% | +74.1% | 0.004% | |
5/20/2025 | Glenview Trust co | 84,237 | $17.03M | 0.3% | -5.1% | 0.116% | |
5/19/2025 | SageView Advisory Group LLC | 12,447 | $2.52M | 0.1% | +0.7% | 0.017% | |
5/19/2025 | Advisory Alpha LLC | 1,439 | $291K | 0.0% | +4.9% | 0.002% | |
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5/16/2025 | Empowered Funds LLC | 12,307 | $2.49M | 0.0% | N/A | 0.017% | |
5/16/2025 | Ascent Group LLC | 8,232 | $1.66M | 0.1% | -10.0% | 0.011% | |
5/16/2025 | Arete Wealth Advisors LLC | 1,928 | $390K | 0.0% | +6.6% | 0.003% | |
5/16/2025 | Bell Investment Advisors Inc | 94,590 | $19.12M | 3.5% | -2.3% | 0.130% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 11,593 | $2.34M | 0.1% | -3.6% | 0.016% | |
5/16/2025 | Goldman Sachs Group Inc. | 288,246 | $58.26M | 0.0% | -72.2% | 0.395% | |
5/16/2025 | Kestra Investment Management LLC | 34,076 | $6.89M | 0.2% | -61.9% | 0.047% | |
5/16/2025 | Jones Financial Companies Lllp | 153 | $31K | 0.0% | -99.8% | 0.000% | |
5/16/2025 | Plotkin Financial Advisors LLC | 19,592 | $3.96M | 2.4% | -0.8% | 0.027% | |
5/16/2025 | NewEdge Advisors LLC | 214,996 | $43.46M | 0.3% | +18.2% | 0.295% | |
5/16/2025 | Integrated Wealth Concepts LLC | 132,283 | $26.74M | 0.3% | +14.7% | 0.181% | |
5/16/2025 | Concorde Asset Management LLC | 1,889 | $378K | 0.2% | N/A | 0.003% | |
5/16/2025 | Copperleaf Capital LLC | 5,044 | $1.02M | 0.6% | N/A | 0.007% | |
5/16/2025 | AQR Capital Management LLC | 9,421 | $1.90M | 0.0% | -6.4% | 0.013% | |
5/16/2025 | Alexis Investment Partners LLC | 32,826 | $6.60M | 3.2% | +4.7% | 0.045% | |
5/16/2025 | Aprio Wealth Management LLC | 1,178 | $238K | 0.0% | N/A | 0.002% | |
5/15/2025 | EP Wealth Advisors LLC | 2,839 | $574K | 0.0% | -25.0% | 0.004% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 6,344 | $1.28M | 0.0% | +2.5% | 0.009% | |
5/15/2025 | One Wealth Capital Management LLC | 7,420 | $1.50M | 0.8% | +22.0% | 0.010% | |
5/15/2025 | Royal Bank of Canada | 501,597 | $101.39M | 0.0% | +5.3% | 0.688% | |
5/15/2025 | MAI Capital Management | 10,383 | $2.10M | 0.0% | -6.7% | 0.014% | |
5/15/2025 | Baird Financial Group Inc. | 99,116 | $20.03M | 0.0% | +0.8% | 0.136% | |
5/15/2025 | Vident Advisory LLC | 20,248 | $4.09M | 0.1% | +8.2% | 0.028% | |
5/15/2025 | WPG Advisers LLC | 4,801 | $970K | 0.9% | N/A | 0.007% | |
5/15/2025 | TD Capital Management LLC | 391 | $79K | 0.0% | -69.1% | 0.001% | |
5/15/2025 | BNP Paribas Financial Markets | 642,494 | $129.87M | 0.1% | +102.6% | 0.881% | |
5/14/2025 | CreativeOne Wealth LLC | 6,382 | $1.29M | 0.0% | +7.4% | 0.009% | |
5/14/2025 | PKS Advisory Services LLC | 5,197 | $1.05M | 0.3% | -1.6% | 0.007% | |
5/14/2025 | WCG Wealth Advisors LLC | 14,153 | $2.86M | 0.2% | N/A | 0.019% | |
5/14/2025 | Talisman Wealth Advisors LLC | 3,590 | $726K | 0.7% | +4.8% | 0.005% | |
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5/14/2025 | Arizona PSPRS Trust | 358,499 | $72.46M | 2.5% | +0.3% | 0.492% | |
5/14/2025 | Comerica Bank | 18,767 | $3.79M | 0.0% | -6.1% | 0.026% | |
5/14/2025 | Freedom Investment Management Inc. | 3,208 | $648K | 0.1% | +26.2% | 0.004% | |
5/14/2025 | Smartleaf Asset Management LLC | 13,699 | $2.75M | 0.3% | +108.9% | 0.019% | |
5/14/2025 | Biondo Investment Advisors LLC | 12,268 | $2.48M | 0.3% | -7.6% | 0.017% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 244,641 | $49.45M | 0.0% | +3.3% | 0.336% | |
5/14/2025 | Haverford Trust Co | 24,437 | $4.94M | 0.0% | +6.1% | 0.034% | |
5/14/2025 | Sax Wealth Advisors LLC | 21,701 | $4.39M | 0.3% | -2.1% | 0.030% | |
5/14/2025 | Van Hulzen Asset Management LLC | 11,273 | $2.28M | 0.2% | -79.3% | 0.015% | |
5/14/2025 | Kestra Advisory Services LLC | 81,347 | $16.44M | 0.1% | -0.7% | 0.112% | |
5/14/2025 | Barnes Wealth Management Group Inc | 9,855 | $1.99M | 1.3% | +1.7% | 0.014% | |
5/14/2025 | Ameriprise Financial Inc. | 1,062,702 | $214.80M | 0.1% | +21.7% | 1.458% | |
5/14/2025 | CW Advisors LLC | 3,372 | $694K | 0.0% | N/A | 0.005% | |
5/14/2025 | Summit Financial LLC | 1,681 | $340K | 0.0% | N/A | 0.002% | |
5/14/2025 | TFB Advisors LLC | 10,452 | $2.11M | 0.6% | +2.3% | 0.014% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 1,817 | $367K | 0.0% | +11.7% | 0.002% | |
5/14/2025 | Aspire Growth Partners LLC | 2,443 | $527K | 0.5% | -15.8% | 0.003% | |
5/14/2025 | GDS Wealth Management | 2,520 | $509K | 0.0% | +11.3% | 0.003% | |
5/14/2025 | Capital Analysts LLC | 11,069 | $2.24M | 0.1% | +12.2% | 0.015% | |
5/14/2025 | JT Stratford LLC | 1,437 | $290K | 0.1% | +20.9% | 0.002% | |
5/14/2025 | Forefront Analytics LLC | 41,771 | $8.44M | 9.7% | +7.3% | 0.057% | |
5/14/2025 | Lee Financial Co | 3,852 | $779K | 0.1% | -4.7% | 0.005% | |
5/14/2025 | Quantbot Technologies LP | 373 | $75K | 0.0% | -52.9% | 0.001% | |
5/13/2025 | Aptus Capital Advisors LLC | 38,879 | $7.86M | 0.1% | -4.8% | 0.053% | |
5/13/2025 | Aviso Financial Inc. | 2,087 | $422K | 0.0% | +33.7% | 0.003% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 42,223 | $8.54M | 0.1% | +11.4% | 0.058% | |
5/13/2025 | Tyler Stone Wealth Management | 7,363 | $1.49M | 0.3% | -6.2% | 0.010% | |
5/13/2025 | Raymond James Financial Inc. | 2,929,874 | $592.22M | 0.2% | +5.5% | 4.019% | |
5/13/2025 | Cresset Asset Management LLC | 13,193 | $2.67M | 0.0% | +0.6% | 0.018% | |
5/13/2025 | EverSource Wealth Advisors LLC | 2,211 | $447K | 0.0% | +184.2% | 0.003% | |
5/13/2025 | High Falls Advisors Inc | 32,646 | $6.60M | 1.5% | +0.6% | 0.045% | |
5/13/2025 | Tacita Capital Inc | 33,795 | $6.83M | 4.9% | -5.1% | 0.046% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 1,384 | $280K | 0.0% | +32.3% | 0.002% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 8,038 | $1.63M | 0.0% | N/A | 0.011% | |
5/13/2025 | Bright Financial Advisors Inc. | 12,729 | $2.57M | 1.6% | -0.8% | 0.017% | |
5/13/2025 | Russell Investments Group Ltd. | 845 | $171K | 0.0% | -24.9% | 0.001% | |
5/13/2025 | Prudential PLC | 5,702 | $1.15M | 0.0% | +10.9% | 0.008% | |
5/13/2025 | Stone House Investment Management LLC | 35,843 | $7.25M | 1.5% | +22.7% | 0.049% | |
5/13/2025 | Elevation Capital Advisory LLC | 2,864 | $579K | 0.3% | -93.8% | 0.004% | |
5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 13,947 | $2.80M | 1.3% | -1.6% | 0.019% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 4,401 | $890K | 0.0% | +7.6% | 0.006% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 49,498 | $10.08M | 0.8% | +31.9% | 0.068% | |
5/12/2025 | Operose Advisors LLC | 127 | $26K | 0.0% | -32.4% | 0.000% | |
5/12/2025 | Maia Wealth LLC | 2,337 | $462K | 0.1% | -23.1% | 0.003% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 137,289 | $27.75M | 1.5% | -0.8% | 0.188% | |
5/12/2025 | Scissortail Wealth Management LLC | 22,405 | $4.53M | 1.2% | N/A | 0.031% | |
5/12/2025 | Cooper Financial Group | 1,935 | $391K | 0.1% | +16.1% | 0.003% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 2,023 | $409K | 0.1% | -6.0% | 0.003% | |
5/12/2025 | Simplex Trading LLC | 4,641 | $938K | 0.0% | N/A | 0.006% | |
5/12/2025 | Atlas Capital Advisors Inc. | 30,254 | $6.12M | 0.8% | -0.4% | 0.042% | |
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5/12/2025 | Benjamin Edwards Inc. | 9,012 | $1.82M | 0.0% | +26.7% | 0.012% | |
5/12/2025 | JPMorgan Chase & Co. | 840,493 | $169.89M | 0.0% | -25.5% | 1.153% | |
5/12/2025 | Townsquare Capital LLC | 14,545 | $2.94M | 0.0% | +6.9% | 0.020% | |
5/12/2025 | Founders Financial Alliance LLC | 743 | $150K | 0.0% | +38.4% | 0.001% | |
5/12/2025 | Savvy Advisors Inc. | 24,704 | $4.99M | 0.5% | +441.8% | 0.034% | |
5/12/2025 | National Bank of Canada FI | 1,478 | $299K | 0.0% | -5.0% | 0.002% | |
5/12/2025 | Citigroup Inc. | 901,342 | $182.19M | 0.1% | +25.0% | 1.236% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 1,116 | $225K | 0.1% | N/A | 0.002% | |
5/12/2025 | WBH Advisory Inc. | 1,534 | $310K | 0.0% | -76.9% | 0.002% | |
5/9/2025 | Altfest L J & Co. Inc. | 10,521 | $2.13M | 0.3% | N/A | 0.015% | |