5/21/2025 | Geneos Wealth Management Inc. | 24,028 | $1.92M | 0.1% | +3.0% | 0.013% | |
5/20/2025 | Blue Rock Wealth Management LLC | 118,128 | $9.43M | 8.0% | -1.9% | 0.063% | |
5/20/2025 | Focus Partners Wealth | 31,930 | $2.55M | 0.0% | +1.0% | 0.017% | |
5/20/2025 | Strive Asset Management LLC | 19,270 | $1.54M | 1.1% | -9.0% | 0.010% | |
5/19/2025 | Jane Street Group LLC | 37,059 | $2.96M | 0.0% | +17.3% | 0.020% | |
5/19/2025 | SageView Advisory Group LLC | 8,762 | $700K | 0.0% | -13.6% | 0.005% | |
5/16/2025 | Empowered Funds LLC | 48,286 | $3.86M | 0.1% | N/A | 0.026% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 9,727 | $777K | 0.4% | +89.4% | 0.005% | |
5/16/2025 | Hamilton Capital LLC | 6,699,241 | $535.00M | 32.4% | +1.7% | 3.594% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 20,852 | $1.67M | 0.1% | -2.8% | 0.011% | |
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5/16/2025 | Goldman Sachs Group Inc. | 124,190 | $9.92M | 0.0% | +62.0% | 0.067% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 12,006 | $959K | 0.7% | +16.8% | 0.006% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 4,222 | $328K | 0.1% | +4.6% | 0.002% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 19,127 | $1.53M | 0.4% | -3.3% | 0.010% | |
5/16/2025 | Redwood Financial Network Corp | 12,945 | $1.03M | 0.8% | -3.4% | 0.007% | |
5/16/2025 | Ruggaard & Associates LLC | 15,216 | $1.22M | 0.5% | +1.7% | 0.008% | |
5/16/2025 | National Wealth Management Group LLC | 6,742 | $538K | 0.4% | +6.4% | 0.004% | |
5/16/2025 | NewEdge Advisors LLC | 586,302 | $46.82M | 0.3% | +11.3% | 0.315% | |
5/16/2025 | Integrated Wealth Concepts LLC | 7,481 | $597K | 0.0% | +5.0% | 0.004% | |
5/16/2025 | Curi RMB Capital LLC | 184,592 | $14.74M | 0.4% | -11.4% | 0.099% | |
5/16/2025 | AQR Capital Management LLC | 2,930 | $234K | 0.0% | -72.2% | 0.002% | |
5/16/2025 | Ancora Advisors LLC | 70,813 | $5.66M | 0.1% | +0.6% | 0.038% | |
5/15/2025 | GW Henssler & Associates Ltd. | 6,995 | $559K | 0.0% | -3.9% | 0.004% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 56,918 | $4.55M | 0.1% | +86.6% | 0.031% | |
5/15/2025 | Royal Bank of Canada | 1,556,747 | $124.32M | 0.0% | +4.2% | 0.835% | |
5/15/2025 | MAI Capital Management | 16,300 | $1.30M | 0.0% | +1.3% | 0.009% | |
5/15/2025 | Titleist Asset Management LLC | 32,846 | $2.62M | 0.3% | -0.6% | 0.018% | |
5/15/2025 | Baird Financial Group Inc. | 81,252 | $6.49M | 0.0% | +63.0% | 0.044% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 16,137 | $1.29M | 0.9% | -67.6% | 0.009% | |
5/15/2025 | Palo Alto Wealth Advisors LLC | 225,705 | $18.15M | 7.2% | +5.0% | 0.121% | |
5/15/2025 | TD Capital Management LLC | 122,780 | $9.81M | 1.0% | +6.0% | 0.066% | |
5/15/2025 | Monterey Private Wealth Inc. | 134,676 | $10.76M | 3.2% | +6.1% | 0.072% | |
5/14/2025 | Triad Wealth Partners LLC | 30,713 | $2.45M | 0.8% | -26.0% | 0.016% | |
5/14/2025 | Ieq Capital LLC | 23,934 | $1.91M | 0.0% | +6.0% | 0.013% | |
5/14/2025 | Redwood Investment Management LLC | 9,104 | $727K | 0.1% | +30.3% | 0.005% | |
5/14/2025 | Per Stirling Capital Management LLC. | 378,586 | $30.23M | 4.3% | -1.5% | 0.203% | |
5/14/2025 | Brooks Moore & Associates Inc. | 35,196 | $2.81M | 1.6% | +5.1% | 0.019% | |
5/14/2025 | Apexium Financial LP | 30,929 | $2.47M | 0.1% | +71.6% | 0.017% | |
5/14/2025 | Comerica Bank | 769,117 | $61.42M | 0.3% | -2.0% | 0.413% | |
5/14/2025 | Synovus Financial Corp | 5,073 | $405K | 0.0% | -6.2% | 0.003% | |
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5/14/2025 | Smartleaf Asset Management LLC | 113,377 | $8.97M | 0.9% | +12.6% | 0.061% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 271,274 | $21.66M | 0.0% | -6.3% | 0.146% | |
5/14/2025 | Kestra Advisory Services LLC | 513,354 | $41.00M | 0.2% | -1.4% | 0.275% | |
5/14/2025 | Hobbs Group Advisors LLC | 77,326 | $6.18M | 2.3% | -14.9% | 0.041% | |
5/14/2025 | Ameriprise Financial Inc. | 6,428,642 | $513.29M | 0.1% | +1.5% | 3.449% | |
5/14/2025 | Mosaic Financial Group LLC | 16,221 | $1.30M | 1.1% | -5.6% | 0.009% | |
5/14/2025 | CW Advisors LLC | 9,654 | $772K | 0.0% | +77.7% | 0.005% | |
5/14/2025 | Capital Analysts LLC | 9,105 | $728K | 0.0% | -3.1% | 0.005% | |
5/14/2025 | Tradition Wealth Management LLC | 2,678 | $214K | 0.0% | +5.1% | 0.001% | |
5/14/2025 | Venture Visionary Partners LLC | 161,935 | $12.93M | 0.5% | +17.4% | 0.087% | |
5/14/2025 | JT Stratford LLC | 48,962 | $3.91M | 0.7% | +4.6% | 0.026% | |
5/14/2025 | Legacy Financial Advisors Inc. | 803,661 | $64.18M | 10.7% | +2.4% | 0.431% | |
5/14/2025 | M Holdings Securities Inc. | 29,734 | $2.38M | 0.4% | N/A | 0.016% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 8,596 | $687K | 0.1% | -10.1% | 0.005% | |
5/13/2025 | Cascade Financial Partners LLC | 24,489 | $1.96M | 0.2% | -17.8% | 0.013% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 1,096,998 | $87.61M | 0.8% | +3.0% | 0.589% | |
5/13/2025 | Tyler Stone Wealth Management | 293,033 | $23.40M | 4.2% | +3.6% | 0.157% | |
5/13/2025 | Raymond James Financial Inc. | 3,520,076 | $281.11M | 0.1% | -2.6% | 1.888% | |
5/13/2025 | Eaton Financial Holdings Company LLC | 148,967 | $11.90M | 4.9% | -1.3% | 0.080% | |
5/13/2025 | Cresset Asset Management LLC | 31,060 | $2.48M | 0.0% | +6.9% | 0.017% | |
5/13/2025 | Horizon Investments LLC | 42,249 | $3.37M | 0.1% | -10.0% | 0.023% | |
5/13/2025 | Certuity LLC | 165,861 | $13.25M | 1.4% | -0.1% | 0.089% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 1,286,177 | $102.71M | 0.5% | -2.4% | 0.687% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 39,509 | $3.16M | 0.1% | N/A | 0.021% | |
5/13/2025 | Ted Buchan & Co | 12,495 | $998K | 0.5% | -2.2% | 0.007% | |
5/13/2025 | Heck Capital Advisors LLC | 209,682 | $16.75M | 1.9% | -3.3% | 0.112% | |
5/13/2025 | NFP Retirement Inc. | 6,016 | $480K | 0.0% | -25.4% | 0.003% | |
5/13/2025 | Bulltick Wealth Management LLC | 24,334 | $1.94M | 0.5% | -32.5% | 0.013% | |
5/13/2025 | HighTower Advisors LLC | 2,898,346 | $231.46M | 0.3% | +6.4% | 1.555% | |
5/13/2025 | Elevation Capital Advisory LLC | 17,199 | $1.37M | 0.6% | +7.8% | 0.009% | |
5/12/2025 | Meridian Wealth Management LLC | 7,535 | $602K | 0.0% | -38.7% | 0.004% | |
5/12/2025 | Independent Advisor Alliance | 2,973 | $237K | 0.0% | -99.7% | 0.002% | |
5/12/2025 | SouthState Corp | 333 | $27K | 0.0% | N/A | 0.000% | |
5/12/2025 | Benjamin Edwards Inc. | 18,912 | $1.51M | 0.0% | +51.0% | 0.010% | |
5/12/2025 | Darrow Company Inc. | 97,653 | $7.80M | 4.3% | +22.2% | 0.052% | |
5/12/2025 | Avant Capital LLC | 99,218 | $7.92M | 6.6% | +5.0% | 0.053% | |
5/12/2025 | Townsquare Capital LLC | 43,671 | $3.49M | 0.0% | +20.0% | 0.023% | |
5/12/2025 | Founders Financial Alliance LLC | 52,827 | $4.22M | 1.0% | -1.3% | 0.028% | |
5/12/2025 | Integrity Financial Corp WA | 555 | $44K | 0.0% | +44.2% | 0.000% | |
5/12/2025 | Savvy Advisors Inc. | 2,682 | $214K | 0.0% | N/A | 0.001% | |
5/12/2025 | National Bank of Canada FI | 16,768 | $1.35M | 0.0% | +5.9% | 0.009% | |
5/12/2025 | AlphaCore Capital LLC | 385 | $31K | 0.0% | N/A | 0.000% | |
5/12/2025 | Flagship Wealth Advisors LLC | 67,999 | $5.43M | 2.3% | +56.2% | 0.036% | |
5/12/2025 | WealthPlan Investment Management LLC | 23,291 | $1.86M | 0.2% | +2.5% | 0.012% | |
5/12/2025 | Cresta Advisors Ltd. | 217,034 | $17.33M | 9.0% | +23.0% | 0.116% | |
5/12/2025 | Evernest Financial Advisors LLC | 56,971 | $4.55M | 1.6% | +6.2% | 0.031% | |
5/9/2025 | Foster Dykema Cabot & Partners LLC | 4,536 | $362K | 0.0% | -5.0% | 0.002% | |
5/9/2025 | Roof Eidam Maycock Peralta LLC | 65,656 | $5.24M | 1.4% | +3.0% | 0.035% | |
5/9/2025 | Citizens Financial Group Inc. RI | 13,827 | $1.10M | 0.0% | +54.9% | 0.007% | |
5/9/2025 | Bouchey Financial Group Ltd | 864,796 | $69.06M | 6.2% | -1.9% | 0.464% | |
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5/9/2025 | Wealthspire Advisors LLC | 127,793 | $10.21M | 0.1% | -8.4% | 0.069% | |
5/9/2025 | Atria Wealth Solutions Inc. | 89,163 | $7.12M | 0.1% | -8.8% | 0.048% | |
5/9/2025 | Cary Street Partners Financial LLC | 5,609 | $448K | 0.0% | +26.6% | 0.003% | |
5/9/2025 | Bravias Capital Group LLC | 22,712 | $1.81M | 1.5% | -4.1% | 0.012% | |
5/9/2025 | Connable Office Inc. | 278,086 | $22.21M | 2.4% | +29.6% | 0.149% | |
5/9/2025 | NewEdge Wealth LLC | 465,809 | $37.20M | 0.7% | -9.6% | 0.250% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,277,194 | $102.00M | 0.1% | +30.4% | 0.685% | |
5/9/2025 | Cheviot Value Management LLC | 578 | $45K | 0.0% | N/A | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 19,456,952 | $1.55B | 0.8% | +1.9% | 10.438% | |
5/8/2025 | IFG Advisory LLC | 109,267 | $8.73M | 0.5% | -2.7% | 0.059% | |