7/3/2025 | Garde Capital Inc. | 244,102 | $23.10M | 1.2% | +3.6% | 0.111% | |
7/3/2025 | Collective Family Office LLC | 13,093 | $1.24M | 0.3% | -1.8% | 0.006% | |
7/2/2025 | Dentgroup LLC | 6,274 | $594K | 0.4% | -30.5% | 0.003% | |
7/1/2025 | Confluence Investment Management LLC | 125,563 | $11.88M | 0.2% | +63.9% | 0.057% | |
6/17/2025 | Howe & Rusling Inc. | 267,832 | $24.72M | 2.1% | +12.8% | 0.122% | |
6/5/2025 | Cim LLC | 4,505 | $416K | 0.1% | -2.8% | 0.002% | |
6/4/2025 | First Hawaiian Bank | 55,395 | $5.11M | 0.3% | -15.9% | 0.025% | |
6/2/2025 | Modern Wealth Management LLC | 99,495 | $9.18M | 0.3% | +1.2% | 0.045% | |
5/28/2025 | Jones Financial Companies Lllp | 4,831,365 | $441.70M | 0.4% | +12.2% | 2.213% | |
5/21/2025 | McAdam LLC | 2,168 | $200K | 0.0% | -6.3% | 0.001% | |
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5/21/2025 | Geneos Wealth Management Inc. | 22,584 | $2.08M | 0.1% | +8.2% | 0.010% | |
5/20/2025 | Focus Partners Wealth | 413,202 | $38.14M | 0.1% | +0.3% | 0.188% | |
5/20/2025 | Flaharty Asset Management LLC | 613 | $57K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 94,383 | $8.71M | 0.3% | N/A | 0.043% | |
5/19/2025 | Jane Street Group LLC | 58,043 | $5.36M | 0.0% | +248.0% | 0.026% | |
5/19/2025 | SCS Capital Management LLC | 57,846 | $5.34M | 0.1% | N/A | 0.026% | |
5/16/2025 | McIlrath & Eck LLC | 3,392 | $313K | 0.0% | +94.8% | 0.002% | |
5/16/2025 | Goldman Sachs Group Inc. | 564,215 | $52.07M | 0.0% | +50.5% | 0.257% | |
5/16/2025 | Kestra Investment Management LLC | 2,767,235 | $255.39M | 8.0% | +7.0% | 1.258% | |
5/16/2025 | Jones Financial Companies Lllp | 4,612,055 | $427.96M | 0.4% | +7.1% | 2.097% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 7,358 | $679K | 0.5% | N/A | 0.003% | |
5/16/2025 | Redwood Financial Network Corp | 2,444 | $226K | 0.2% | N/A | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 40,307 | $3.72M | 0.0% | -5.7% | 0.018% | |
5/16/2025 | Integrated Wealth Concepts LLC | 107,251 | $9.90M | 0.1% | -3.0% | 0.049% | |
5/16/2025 | Greenline Partners LLC | 12,286 | $1.13M | 0.2% | -65.5% | 0.006% | |
5/16/2025 | Curi RMB Capital LLC | 34,848 | $3.22M | 0.1% | N/A | 0.016% | |
5/16/2025 | AQR Capital Management LLC | 10,047 | $927K | 0.0% | +20.7% | 0.005% | |
5/16/2025 | Aprio Wealth Management LLC | 12,926 | $1.19M | 0.1% | N/A | 0.006% | |
5/16/2025 | 1 North Wealth Services LLC | 900 | $83K | 0.0% | -58.7% | 0.000% | |
5/15/2025 | EP Wealth Advisors LLC | 37,410 | $3.45M | 0.0% | -1.0% | 0.017% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 29,473 | $2.72M | 0.0% | -1.4% | 0.013% | |
5/15/2025 | Royal Bank of Canada | 1,300,057 | $119.98M | 0.0% | +14.9% | 0.591% | |
5/15/2025 | MAI Capital Management | 5,832 | $538K | 0.0% | -12.8% | 0.003% | |
5/15/2025 | Calton & Associates Inc. | 2,766 | $255K | 0.1% | N/A | 0.001% | |
5/15/2025 | Baird Financial Group Inc. | 183,623 | $16.95M | 0.0% | -26.0% | 0.084% | |
5/15/2025 | Vident Advisory LLC | 261,984 | $24.18M | 0.4% | +0.7% | 0.119% | |
5/15/2025 | TD Capital Management LLC | 1,325 | $122K | 0.0% | N/A | 0.001% | |
5/15/2025 | Tortoise Investment Management LLC | 120,416 | $11.11M | 1.2% | -12.4% | 0.055% | |
5/15/2025 | Beck Bode LLC | 14,335 | $1.32M | 0.2% | -16.5% | 0.007% | |
5/14/2025 | Delta Investment Management LLC | 2,851 | $263K | 0.1% | +7.1% | 0.001% | |
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5/14/2025 | Ieq Capital LLC | 23,728 | $2.19M | 0.0% | +271.6% | 0.011% | |
5/14/2025 | Zuckerman Investment Group LLC | 61,826 | $5.71M | 0.6% | +3.2% | 0.028% | |
5/14/2025 | Per Stirling Capital Management LLC. | 132,155 | $12.20M | 1.8% | +3.0% | 0.060% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 160,706 | $14.83M | 0.0% | +1.8% | 0.073% | |
5/14/2025 | Comerica Bank | 50,669 | $4.68M | 0.0% | -24.7% | 0.023% | |
5/14/2025 | ICONIQ Capital LLC | 87,643 | $8.09M | 0.1% | +0.4% | 0.040% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 350,344 | $32.33M | 0.0% | -26.1% | 0.159% | |
5/14/2025 | Strategies Wealth Advisors LLC | 170,097 | $15.70M | 1.9% | +2.0% | 0.077% | |
5/14/2025 | Kestra Advisory Services LLC | 111,958 | $10.33M | 0.0% | -6.1% | 0.051% | |
5/14/2025 | Barnes Wealth Management Group Inc | 6,717 | $620K | 0.4% | +3.1% | 0.003% | |
5/14/2025 | Ameriprise Financial Inc. | 414,111 | $38.21M | 0.0% | +1.6% | 0.188% | |
5/14/2025 | Guidance Point Advisors LLC | 28,630 | $2.64M | 0.8% | +2.8% | 0.013% | |
5/14/2025 | CW Advisors LLC | 4,348 | $402K | 0.0% | +27.6% | 0.002% | |
5/14/2025 | Summit Financial LLC | 39,799 | $3.67M | 0.1% | +16.4% | 0.018% | |
5/14/2025 | Flow Traders U.S. LLC | 77,351 | $7.14M | 0.3% | N/A | 0.035% | |
5/14/2025 | PGIM Custom Harvest LLC | 3,698 | $341K | 0.0% | +29.6% | 0.002% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 3,595 | $332K | 0.0% | N/A | 0.002% | |
5/14/2025 | GDS Wealth Management | 371,027 | $34.24M | 2.9% | -11.3% | 0.169% | |
5/14/2025 | Asset Management Group Inc. | 47,143 | $4.35M | 0.8% | -0.4% | 0.021% | |
5/14/2025 | Capital Analysts LLC | 2,368 | $219K | 0.0% | -6.4% | 0.001% | |
5/14/2025 | Petix & Botte Co | 198,262 | $18.30M | 4.8% | -11.0% | 0.090% | |
5/14/2025 | RWA Wealth Partners LLC | 18,549 | $1.71M | 0.0% | -11.2% | 0.008% | |
5/13/2025 | Sand Hill Global Advisors LLC | 8,767 | $809K | 0.0% | -8.7% | 0.004% | |
5/13/2025 | TriaGen Wealth Management LLC | 16,568 | $1.53M | 0.5% | -4.5% | 0.008% | |
5/13/2025 | 17 Capital Partners LLC | 29,082 | $2.68M | 1.7% | +16.0% | 0.013% | |
5/13/2025 | Raymond James Financial Inc. | 1,415,920 | $130.68M | 0.0% | +0.2% | 0.644% | |
5/13/2025 | Eaton Financial Holdings Company LLC | 114,202 | $10.54M | 4.4% | -16.1% | 0.052% | |
5/13/2025 | DDFG Inc | 255,742 | $23.60M | 6.5% | +6.0% | 0.116% | |
5/13/2025 | Cresset Asset Management LLC | 45,745 | $4.22M | 0.0% | +4.4% | 0.021% | |
5/13/2025 | Watchman Group Inc. | 2,975 | $275K | 0.1% | -62.3% | 0.001% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 33,938 | $3.13M | 0.0% | +172.7% | 0.015% | |
5/13/2025 | Francis Financial Inc. | 3,222 | $297K | 0.1% | -4.1% | 0.001% | |
5/13/2025 | NFP Retirement Inc. | 6,240 | $576K | 0.0% | -6.8% | 0.003% | |
5/13/2025 | Russell Investments Group Ltd. | 67,369 | $6.22M | 0.0% | +8.0% | 0.031% | |
5/13/2025 | Stone House Investment Management LLC | 6,852 | $632K | 0.1% | N/A | 0.003% | |
5/13/2025 | HighTower Advisors LLC | 669,472 | $61.79M | 0.1% | -0.3% | 0.304% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 148,377 | $13.69M | 0.0% | +101.3% | 0.067% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 36,727 | $3.39M | 0.3% | -6.0% | 0.017% | |
5/12/2025 | Meridian Wealth Management LLC | 5,928 | $547K | 0.0% | +3.7% | 0.003% | |
5/12/2025 | Sandy Spring Bank | 362,036 | $33.41M | 1.4% | -0.5% | 0.165% | |
5/12/2025 | SouthState Corp | 965 | $89K | 0.0% | +1,153.2% | 0.000% | |
5/12/2025 | Robinson Smith Wealth Advisors LLC | 101,190 | $9.34M | 7.8% | +0.8% | 0.046% | |
5/12/2025 | Atlas Capital Advisors Inc. | 36,968 | $3.41M | 0.4% | +33.6% | 0.017% | |
5/12/2025 | Benjamin Edwards Inc. | 972,091 | $89.71M | 1.3% | +10.3% | 0.442% | |
5/12/2025 | JPMorgan Chase & Co. | 2,029,899 | $187.34M | 0.0% | +2.7% | 0.923% | |
5/12/2025 | Townsquare Capital LLC | 7,546 | $696K | 0.0% | +28.0% | 0.003% | |
5/12/2025 | Zions Bancorporation National Association UT | 3,727 | $344K | 0.0% | N/A | 0.002% | |
5/12/2025 | National Bank of Canada FI | 3,798 | $350K | 0.0% | +6.6% | 0.002% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 144,915 | $13.37M | 3.2% | +5.8% | 0.066% | |
5/12/2025 | Beam Wealth Advisors Inc. | 80,849 | $7.46M | 2.5% | +1.2% | 0.037% | |
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5/12/2025 | AlphaCore Capital LLC | 923 | $85K | 0.0% | N/A | 0.000% | |
5/9/2025 | R. W. Roge & Company Inc. | 9,192 | $848K | 0.5% | +2.9% | 0.004% | |
5/9/2025 | Deutsche Bank AG | 22,599 | $2.09M | 0.0% | -32.7% | 0.010% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 107,943 | $9.96M | 0.0% | -8.9% | 0.049% | |
5/9/2025 | Exencial Wealth Advisors LLC | 5,093 | $470K | 0.0% | +10.5% | 0.002% | |
5/9/2025 | PrairieView Partners LLC | 63,286 | $5.84M | 0.6% | -0.5% | 0.029% | |
5/9/2025 | Endowment Wealth Management Inc. | 41,448 | $3.83M | 2.5% | +22.8% | 0.019% | |
5/9/2025 | Wealthspire Advisors LLC | 22,108 | $2.04M | 0.0% | +138.2% | 0.010% | |
5/9/2025 | Atria Wealth Solutions Inc. | 120,028 | $11.08M | 0.1% | +5.0% | 0.055% | |
5/9/2025 | Empower Advisory Group LLC | 3,113 | $287K | 0.0% | N/A | 0.001% | |