5/21/2025 | Geneos Wealth Management Inc. | 153,551 | $3.01M | 0.1% | +16.6% | 0.088% | |
5/20/2025 | Focus Partners Wealth | 496,743 | $9.73M | 0.0% | -14.9% | 0.285% | |
5/20/2025 | Anchor Investment Management LLC | 1,046,203 | $20.50M | 1.9% | +11.1% | 0.601% | |
5/20/2025 | Aspen Investment Management Inc | 168,660 | $3.30M | 1.5% | +1.5% | 0.097% | |
5/19/2025 | Jane Street Group LLC | 343,330 | $6.73M | 0.0% | +285.8% | 0.197% | |
5/16/2025 | Arete Wealth Advisors LLC | 27,110 | $531K | 0.0% | -4.4% | 0.015% | |
5/16/2025 | Jones Financial Companies Lllp | 171,279 | $3.57M | 0.0% | +25.8% | 0.096% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 47,700 | $934K | 0.7% | N/A | 0.027% | |
5/16/2025 | Redwood Financial Network Corp | 74,697 | $1.46M | 1.1% | +5.6% | 0.042% | |
5/16/2025 | NewEdge Advisors LLC | 614,468 | $12.04M | 0.1% | +16.9% | 0.345% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 284,656 | $5.58M | 0.1% | +11.1% | 0.160% | |
5/16/2025 | Ancora Advisors LLC | 16,368 | $321K | 0.0% | +45.9% | 0.009% | |
5/15/2025 | EP Wealth Advisors LLC | 246,459 | $4.83M | 0.0% | -0.8% | 0.142% | |
5/15/2025 | Royal Bank of Canada | 1,357,662 | $26.60M | 0.0% | -27.4% | 0.780% | |
5/15/2025 | MAI Capital Management | 2,287,479 | $44.81M | 0.3% | +12.5% | 1.315% | |
5/15/2025 | Insight Wealth Partners LLC | 44,711 | $876K | 0.1% | +15.4% | 0.026% | |
5/15/2025 | Baird Financial Group Inc. | 777,236 | $15.23M | 0.0% | -14.2% | 0.447% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 48,724 | $955K | 0.7% | -1.8% | 0.028% | |
5/15/2025 | Hanover Advisors Inc. | 83,299 | $1.63M | 0.7% | +15.2% | 0.048% | |
5/14/2025 | WCG Wealth Advisors LLC | 12,030 | $236K | 0.0% | -7.0% | 0.007% | |
5/14/2025 | Comerica Bank | 62,825 | $1.23M | 0.0% | +24.2% | 0.036% | |
5/14/2025 | Freedom Investment Management Inc. | 55,234 | $1.08M | 0.1% | +5.8% | 0.032% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 62,091 | $1.22M | 0.3% | +1.0% | 0.036% | |
5/14/2025 | Oliver Luxxe Assets LLC | 104,769 | $2.05M | 0.4% | -7.1% | 0.060% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 116,496 | $2.28M | 0.0% | +19.2% | 0.067% | |
5/14/2025 | Sax Wealth Advisors LLC | 28,103 | $551K | 0.0% | +12.5% | 0.016% | |
5/14/2025 | Kestra Advisory Services LLC | 186,931 | $3.66M | 0.0% | -5.5% | 0.107% | |
5/14/2025 | Hobbs Group Advisors LLC | 54,996 | $1.08M | 0.4% | +3.9% | 0.032% | |
5/14/2025 | CW Advisors LLC | 56,319 | $1.10M | 0.0% | N/A | 0.032% | |
5/14/2025 | Capital Analysts LLC | 53,115 | $1.04M | 0.0% | +7.3% | 0.031% | |
5/14/2025 | Colonial Trust Advisors | 217,940 | $4.27M | 0.4% | +9.4% | 0.125% | |
5/13/2025 | Aptus Capital Advisors LLC | 77,797 | $1.52M | 0.0% | +4.4% | 0.045% | |
5/13/2025 | Seek First Inc. | 11,179 | $219K | 0.2% | N/A | 0.006% | |
5/13/2025 | Tyler Stone Wealth Management | 46,020 | $902K | 0.2% | +110.1% | 0.026% | |
5/13/2025 | Raymond James Financial Inc. | 3,895,172 | $76.31M | 0.0% | +1.1% | 2.239% | |
5/13/2025 | Oder Investment Management LLC | 83,222 | $1.63M | 1.4% | +15.8% | 0.048% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 24,903 | $488K | 0.0% | +5.4% | 0.014% | |
5/13/2025 | Redmond Asset Management LLC | 58,938 | $1.16M | 0.3% | +16.3% | 0.034% | |
5/13/2025 | Howard Wealth Management LLC | 243,774 | $4.78M | 2.7% | -0.2% | 0.140% | |
5/13/2025 | FCA Corp TX | 266,700 | $5.23M | 1.7% | -1.1% | 0.153% | |
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5/13/2025 | Cookson Peirce & Co. Inc. | 503,436 | $9.86M | 0.5% | -2.6% | 0.289% | |
5/13/2025 | Infinity Wealth Counsel LLC | 175,247 | $3.43M | 3.7% | +1.2% | 0.101% | |
5/13/2025 | Tlwm | 1,147,761 | $22.49M | 4.5% | +3.0% | 0.660% | |
5/13/2025 | HighTower Advisors LLC | 399,857 | $7.83M | 0.0% | +2.2% | 0.230% | |
5/12/2025 | Motley Fool Wealth Management LLC | 276,344 | $5.41M | 0.3% | -10.3% | 0.159% | |
5/12/2025 | Invesco Ltd. | 2,620,336 | $51.33M | 0.0% | +14.4% | 1.506% | |
5/12/2025 | Berger Financial Group Inc | 204,171 | $4M | 0.3% | -2.7% | 0.117% | |
5/12/2025 | Koss Olinger Consulting LLC | 39,860 | $781K | 0.1% | +1.8% | 0.023% | |
5/12/2025 | Morton Community Bank | 274,376 | $5.38M | 1.4% | +6.8% | 0.158% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 13,276 | $260K | 0.1% | N/A | 0.008% | |
5/9/2025 | Blue Barn Wealth LLC | 115,996 | $2.27M | 1.2% | +13.7% | 0.067% | |
5/9/2025 | Atria Wealth Solutions Inc. | 275,730 | $5.40M | 0.1% | +124.0% | 0.158% | |
5/9/2025 | Kickstand Ventures LLC. | 10,936 | $214K | 0.1% | N/A | 0.006% | |
5/9/2025 | PNC Financial Services Group Inc. | 19,401 | $380K | 0.0% | +349.4% | 0.011% | |
5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 13,852 | $271K | 0.1% | N/A | 0.008% | |
5/8/2025 | MONECO Advisors LLC | 939,764 | $18.41M | 1.9% | +41.6% | 0.540% | |
5/8/2025 | ProVise Management Group LLC | 206,366 | $4.04M | 0.3% | +3.6% | 0.119% | |
5/8/2025 | Certified Advisory Corp | 33,532 | $657K | 0.1% | +62.1% | 0.019% | |
5/8/2025 | US Bancorp DE | 10,373 | $203K | 0.0% | +6.1% | 0.006% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 165,204 | $3.24M | 0.1% | +3.7% | 0.095% | |
5/8/2025 | Harbour Investments Inc. | 65,889 | $1.29M | 0.0% | +15.3% | 0.038% | |
5/8/2025 | MGO One Seven LLC | 238,196 | $4.67M | 0.2% | +12.2% | 0.137% | |
5/8/2025 | Cordatus Wealth Management LLC | 15,991 | $313K | 0.1% | N/A | 0.009% | |
5/8/2025 | Davis R M Inc. | 1,566,496 | $30.69M | 0.6% | +5.3% | 0.900% | |
5/8/2025 | Arkadios Wealth Advisors | 34,732 | $680K | 0.0% | +50.7% | 0.020% | |
5/8/2025 | Eastern Bank | 81,834 | $1.60M | 0.0% | -69.5% | 0.047% | |
5/8/2025 | Geneos Wealth Management Inc. | 168,272 | $3.30M | 0.1% | +27.7% | 0.097% | |
5/7/2025 | Foundations Investment Advisors LLC | 32,798 | $643K | 0.0% | +1.7% | 0.019% | |
5/7/2025 | LPL Financial LLC | 5,029,257 | $98.52M | 0.0% | +11.8% | 2.890% | |
5/7/2025 | HB Wealth Management LLC | 32,624 | $639K | 0.0% | +26.6% | 0.019% | |
5/7/2025 | Trilogy Capital Inc. | 231,657 | $4.54M | 0.2% | +3.9% | 0.133% | |
5/6/2025 | Cetera Investment Advisers | 192,823 | $3.78M | 0.0% | -55.2% | 0.111% | |
5/6/2025 | Avantax Advisory Services Inc. | 161,264 | $3.16M | 0.0% | +6.6% | 0.093% | |
5/6/2025 | SFE Investment Counsel | 215,271 | $4.22M | 0.8% | +9.3% | 0.124% | |
5/6/2025 | Carnegie Investment Counsel | 325,467 | $6.35M | 0.1% | +8.9% | 0.187% | |
5/6/2025 | Goepper Burkhardt LLC | 489,800 | $9.60M | 3.8% | +4.6% | 0.281% | |
5/6/2025 | IMA Advisory Services Inc. | 19,969 | $391K | 0.0% | -96.8% | 0.011% | |
5/6/2025 | Roundview Capital LLC | 97,750 | $1.92M | 0.1% | +57.4% | 0.056% | |
5/6/2025 | Old Port Advisors | 143,371 | $2.81M | 0.8% | +4.1% | 0.082% | |
5/6/2025 | Proficio Capital Partners LLC | 13,114 | $257K | 0.0% | -28.4% | 0.008% | |
5/5/2025 | Genesis Wealth Advisors LLC | 321,590 | $6.30M | 5.1% | -23.7% | 0.185% | |
5/5/2025 | Carmel Capital Partners LLC | 281,868 | $5.52M | 2.2% | +7.4% | 0.162% | |
5/5/2025 | Souders Financial Advisors | 256,496 | $5.03M | 0.7% | +10.9% | 0.147% | |
5/5/2025 | J.W. Cole Advisors Inc. | 101,398 | $1.99M | 0.1% | +74.8% | 0.058% | |
5/5/2025 | Atlantic Union Bankshares Corp | 844,325 | $16.54M | 1.0% | +28.0% | 0.485% | |
5/5/2025 | Montag A & Associates Inc. | 125,409 | $2.46M | 0.1% | -5.1% | 0.072% | |
5/5/2025 | Kestra Private Wealth Services LLC | 119,616 | $2.34M | 0.0% | +226.2% | 0.069% | |
5/5/2025 | Fountainhead AM LLC | 10,291 | $202K | 0.0% | -7.5% | 0.006% | |
5/5/2025 | SNS Financial Group LLC | 1,585,339 | $31.06M | 3.2% | +9.9% | 0.911% | |
5/5/2025 | Private Advisor Group LLC | 383,926 | $7.52M | 0.0% | +7.3% | 0.221% | |
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5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 43,127 | $845K | 0.0% | +118.7% | 0.025% | |
5/2/2025 | Opulen Financial Group LLC | 99,389 | $1.95M | 1.8% | +5.4% | 0.057% | |
5/2/2025 | Verdence Capital Advisors LLC | 18,832 | $369K | 0.0% | +8.8% | 0.011% | |
5/2/2025 | Allen Capital Group LLC | 29,140 | $571K | 0.1% | +30.0% | 0.017% | |
5/2/2025 | Larson Financial Group LLC | 16,482 | $323K | 0.0% | +24.1% | 0.009% | |
5/2/2025 | GPM Growth Investors Inc. | 420,315 | $8.23M | 3.6% | +3.2% | 0.242% | |
5/2/2025 | First Command Advisory Services Inc. | 51,594 | $1.01M | 0.0% | +26.8% | 0.030% | |
5/2/2025 | Hager Investment Management Services LLC | 1,357 | $27K | 0.0% | N/A | 0.001% | |
5/2/2025 | Leo Wealth LLC | 10,142 | $199K | 0.0% | -22.0% | 0.006% | |
5/2/2025 | Sigma Planning Corp | 58,088 | $1.14M | 0.0% | +23.4% | 0.033% | |