5/20/2025 | Belpointe Asset Management LLC | 33,279 | $1.66M | 0.1% | +8.9% | 0.031% | |
5/20/2025 | Focus Partners Wealth | 372,945 | $18.59M | 0.0% | -3.7% | 0.346% | |
5/19/2025 | Jane Street Group LLC | 104,639 | $5.22M | 0.0% | +286.9% | 0.097% | |
5/19/2025 | SageView Advisory Group LLC | 5,095 | $254K | 0.0% | N/A | 0.005% | |
5/16/2025 | McIlrath & Eck LLC | 2,542 | $127K | 0.0% | -8.4% | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 119,271 | $5.95M | 0.2% | N/A | 0.111% | |
5/16/2025 | Jones Financial Companies Lllp | 13,835 | $690K | 0.0% | +514.9% | 0.013% | |
5/16/2025 | Aberdeen Wealth Management LLC | 63,423 | $3.16M | 2.2% | -8.2% | 0.059% | |
5/16/2025 | Pacific Center for Financial Services | 971,046 | $48.41M | 12.8% | +7.0% | 0.901% | |
5/16/2025 | NewEdge Advisors LLC | 6,108 | $305K | 0.0% | N/A | 0.006% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 70,503 | $3.52M | 0.0% | +1.5% | 0.065% | |
5/16/2025 | AQR Capital Management LLC | 6,100 | $304K | 0.0% | N/A | 0.006% | |
5/15/2025 | Paragon Private Wealth Management LLC | 43,426 | $2.17M | 1.0% | N/A | 0.040% | |
5/15/2025 | Core Wealth Advisors Inc. | 17,666 | $881K | 0.3% | +2.2% | 0.016% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 16,734 | $834K | 0.0% | -8.8% | 0.016% | |
5/15/2025 | Royal Bank of Canada | 215,864 | $10.76M | 0.0% | +12.3% | 0.200% | |
5/15/2025 | Betterment LLC | 268,160 | $13.37M | 0.0% | -10.4% | 0.249% | |
5/15/2025 | MAI Capital Management | 69,805 | $3.48M | 0.0% | -1.2% | 0.065% | |
5/15/2025 | Brasada Capital Management LP | 9,215 | $456K | 0.1% | +6.0% | 0.009% | |
5/15/2025 | Titleist Asset Management LLC | 132,164 | $6.59M | 0.8% | +5.7% | 0.123% | |
5/15/2025 | TD Capital Management LLC | 60,589 | $3.02M | 0.3% | +6.4% | 0.056% | |
5/15/2025 | Hanover Advisors Inc. | 5,070 | $253K | 0.1% | -26.5% | 0.005% | |
5/14/2025 | Warwick Investment Management Inc. | 45,672 | $2.28M | 0.5% | +48.4% | 0.042% | |
5/14/2025 | Per Stirling Capital Management LLC. | 10,636 | $530K | 0.1% | +6.6% | 0.010% | |
5/14/2025 | Kitching Partners LLC | 193,677 | $9.66M | 11.1% | +0.6% | 0.180% | |
5/14/2025 | Comerica Bank | 7,641 | $381K | 0.0% | +118.1% | 0.007% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,830 | $91K | 0.0% | -12.9% | 0.002% | |
5/14/2025 | Kestra Advisory Services LLC | 195,966 | $9.77M | 0.0% | +13.4% | 0.182% | |
5/14/2025 | Capital Analysts LLC | 163,940 | $8.17M | 0.3% | -35.8% | 0.152% | |
5/14/2025 | CWS Financial Advisors LLC | 43,859 | $2.19M | 0.7% | -4.7% | 0.041% | |
5/14/2025 | GSG Advisors LLC | 7,732 | $383K | 0.1% | -10.6% | 0.007% | |
5/13/2025 | TriaGen Wealth Management LLC | 19,816 | $988K | 0.3% | -7.3% | 0.018% | |
5/13/2025 | Compass Financial Group INC SD | 14,939 | $745K | 0.1% | -1.9% | 0.014% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 109,615 | $5.47M | 0.0% | -7.4% | 0.102% | |
5/13/2025 | Raymond James Financial Inc. | 301,108 | $15.01M | 0.0% | -7.9% | 0.279% | |
5/13/2025 | Cresset Asset Management LLC | 12,548 | $626K | 0.0% | N/A | 0.012% | |
5/13/2025 | EverSource Wealth Advisors LLC | 18,008 | $898K | 0.0% | -25.5% | 0.017% | |
5/13/2025 | Holderness Investments Co. | 4,245 | $212K | 0.0% | N/A | 0.004% | |
5/13/2025 | Infinity Wealth Counsel LLC | 25,281 | $1.26M | 1.4% | -0.9% | 0.023% | |
5/13/2025 | WESCAP Management Group Inc. | 17,238 | $859K | 0.2% | -3.6% | 0.016% | |
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5/13/2025 | HighTower Advisors LLC | 824,747 | $41.12M | 0.1% | +28.9% | 0.765% | |
5/12/2025 | Benjamin Edwards Inc. | 12,606 | $628K | 0.0% | -39.0% | 0.012% | |
5/12/2025 | JPMorgan Chase & Co. | 19,540,758 | $974.20M | 0.1% | -7.9% | 18.135% | |
5/12/2025 | Townsquare Capital LLC | 5,342 | $266K | 0.0% | +18.4% | 0.005% | |
5/12/2025 | National Bank of Canada FI | 1,437 | $72K | 0.0% | +127.4% | 0.001% | |
5/12/2025 | AlphaCore Capital LLC | 60,000 | $2.99M | 0.3% | N/A | 0.056% | |
5/12/2025 | WBH Advisory Inc. | 13,310 | $664K | 0.1% | +8.5% | 0.012% | |
5/9/2025 | Keynote Financial Services LLC | 4,185 | $209K | 0.1% | N/A | 0.004% | |
5/9/2025 | Chicago Partners Investment Group LLC | 67,926 | $3.37M | 0.1% | +11.9% | 0.066% | |
5/9/2025 | Elgethun Capital Management | 4,487 | $224K | 0.1% | N/A | 0.004% | |
5/9/2025 | Wharton Business Group LLC | 1,385,239 | $69.05M | 3.1% | -4.4% | 1.343% | |
5/9/2025 | Leeward Financial Partners LLC | 38,833 | $1.94M | 0.7% | +3.4% | 0.038% | |
5/9/2025 | Avion Wealth | 1,087,425 | $53.96M | 13.9% | +0.1% | 1.054% | |
5/9/2025 | Bouchey Financial Group Ltd | 28,276 | $1.41M | 0.1% | -22.7% | 0.027% | |
5/9/2025 | McClarren Financial Advisors Inc. | 158,069 | $7.88M | 5.4% | -36.3% | 0.153% | |
5/9/2025 | Atria Wealth Solutions Inc. | 76,242 | $3.80M | 0.0% | +53.9% | 0.074% | |
5/9/2025 | Strategic Investment Solutions Inc. IL | 42,340 | $2.11M | 0.6% | -3.9% | 0.041% | |
5/9/2025 | Blair William & Co. IL | 175,297 | $8.74M | 0.0% | +8.4% | 0.170% | |
5/9/2025 | Manchester Capital Management LLC | 21,030 | $1.05M | 0.1% | -7.9% | 0.020% | |
5/9/2025 | Palisades Hudson Asset Management L.P. | 79,871 | $3.98M | 1.8% | +20.9% | 0.077% | |
5/8/2025 | Clearwater Capital Advisors LLC | 34,308 | $1.71M | 0.2% | +7.4% | 0.033% | |
5/8/2025 | US Bancorp DE | 3,520 | $175K | 0.0% | +28.0% | 0.003% | |
5/8/2025 | Aegis Wealth Management LLC | 5,330 | $266K | 0.2% | N/A | 0.005% | |
5/8/2025 | Mesirow Financial Investment Management Inc. | 280,885 | $14.00M | 0.3% | +0.9% | 0.272% | |
5/8/2025 | XTX Topco Ltd | 5,740 | $286K | 0.0% | N/A | 0.006% | |
5/7/2025 | Hurley Capital LLC | 2,520 | $126K | 0.1% | N/A | 0.002% | |
5/7/2025 | LPL Financial LLC | 1,001,998 | $49.96M | 0.0% | +7.3% | 0.971% | |
5/7/2025 | Texas Yale Capital Corp. | 54,600 | $2.72M | 0.1% | +7.1% | 0.053% | |
5/7/2025 | HB Wealth Management LLC | 25,024 | $1.25M | 0.0% | -37.0% | 0.024% | |
5/7/2025 | SAM Advisors LLC | 8,927 | $445K | 0.2% | +2.4% | 0.009% | |
5/7/2025 | Nvwm LLC | 141,890 | $7.07M | 1.9% | -0.4% | 0.138% | |
5/7/2025 | Fischer Financial Services Inc. | 69,395 | $3.46M | 1.1% | +237.9% | 0.067% | |
5/6/2025 | Cetera Investment Advisers | 127,293 | $6.35M | 0.0% | +35.4% | 0.123% | |
5/6/2025 | SpringVest Wealth Management LLC | 184,024 | $9.18M | 7.6% | -8.6% | 0.178% | |
5/6/2025 | AE Wealth Management LLC | 283,009 | $14.11M | 0.1% | +127.4% | 0.274% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 128,607 | $6.41M | 2.9% | +1,014.9% | 0.125% | |
5/6/2025 | PFG Advisors | 5,349 | $267K | 0.0% | N/A | 0.005% | |
5/5/2025 | Lowery Thomas LLC | 41,070 | $2.05M | 1.4% | +254.1% | 0.040% | |
5/5/2025 | WNY Asset Management LLC | 5,551 | $277K | 0.0% | -14.9% | 0.005% | |
5/5/2025 | IFP Advisors Inc | 9,695 | $483K | 0.0% | +2,073.8% | 0.009% | |
5/5/2025 | TAGStone Capital Inc. | 14,016 | $699K | 0.3% | -77.8% | 0.014% | |
5/5/2025 | Kestra Private Wealth Services LLC | 16,808 | $838K | 0.0% | +1.7% | 0.016% | |
5/5/2025 | Private Advisor Group LLC | 7,628 | $380K | 0.0% | -19.9% | 0.007% | |
5/5/2025 | Gradient Capital Advisors LLC | 13,816 | $689K | 0.2% | +27.7% | 0.013% | |
5/2/2025 | Kingsview Wealth Management LLC | 7,789 | $388K | 0.0% | N/A | 0.008% | |
5/2/2025 | HTG Investment Advisors Inc. | 76,840 | $3.83M | 1.6% | +10.2% | 0.074% | |
5/2/2025 | BIP Wealth LLC | 4,211 | $210K | 0.0% | N/A | 0.004% | |
5/2/2025 | Grant Street Asset Management Inc. | 5,291 | $264K | 0.1% | -14.4% | 0.005% | |
5/2/2025 | Hager Investment Management Services LLC | 10,453 | $521K | 0.4% | -53.5% | 0.010% | |
5/2/2025 | Prepared Retirement Institute LLC | 6,486 | $323K | 0.2% | N/A | 0.006% | |
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5/2/2025 | Red Wave Investments LLC | 631,946 | $31.51M | 11.3% | +5.9% | 0.613% | |
5/1/2025 | CWM LLC | 100,528 | $5.01M | 0.0% | -3.4% | 0.097% | |
5/1/2025 | Northwest Capital Management Inc | 100,431 | $5.01M | 2.1% | -3.4% | 0.097% | |
5/1/2025 | Kathmere Capital Management LLC | 143,193 | $7.14M | 0.6% | +28.2% | 0.139% | |
5/1/2025 | Coyle Financial Counsel LLC | 263,442 | $13.13M | 4.0% | +4.6% | 0.255% | |
5/1/2025 | Diversify Wealth Management LLC | 4,901 | $244K | 0.0% | -14.2% | 0.005% | |
5/1/2025 | Fonville Wealth Management LLC | 382,034 | $19.05M | 5.6% | +11.6% | 0.370% | |
5/1/2025 | Sage Rhino Capital LLC | 51,449 | $2.57M | 0.6% | -11.6% | 0.050% | |
4/30/2025 | Joseph Group Capital Management | 31,029 | $1.55M | 0.6% | -8.7% | 0.030% | |
4/30/2025 | Cerity Partners LLC | 5,395 | $269K | 0.0% | +11.7% | 0.005% | |