6/2/2025 | Integrity Wealth Advisors Inc. | 16,396 | $806K | 0.6% | -7.6% | 0.016% | |
5/22/2025 | Mattson Financial Services LLC | 1,011 | $50K | 0.0% | -98.7% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 127,647 | $6.28M | 0.2% | +1.7% | 0.127% | |
5/20/2025 | Belpointe Asset Management LLC | 49,750 | $2.45M | 0.1% | +236.9% | 0.049% | |
5/20/2025 | Focus Partners Wealth | 181,873 | $8.94M | 0.0% | -1.2% | 0.180% | |
5/20/2025 | Flaharty Asset Management LLC | 14,750 | $725K | 0.1% | -2.5% | 0.015% | |
5/16/2025 | Faithward Advisors LLC | 26,184 | $1.29M | 0.2% | -4.1% | 0.026% | |
5/16/2025 | Coppell Advisory Solutions LLC | 42,073 | $2.07M | 0.2% | +32.7% | 0.042% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 4,613 | $227K | 0.0% | N/A | 0.005% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 120,799 | $5.94M | 0.2% | +13.4% | 0.120% | |
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5/16/2025 | Raab & Moskowitz Asset Management LLC | 11,058 | $544K | 0.1% | +5.5% | 0.011% | |
5/16/2025 | National Wealth Management Group LLC | 9,343 | $459K | 0.3% | N/A | 0.009% | |
5/16/2025 | NewEdge Advisors LLC | 289,409 | $14.23M | 0.1% | +7.8% | 0.287% | |
5/16/2025 | Integrated Wealth Concepts LLC | 311,174 | $15.30M | 0.2% | +15.3% | 0.309% | |
5/15/2025 | Capital Investment Counsel LLC | 6,710 | $330K | 0.1% | -18.4% | 0.007% | |
5/15/2025 | Royal Bank of Canada | 2,610,301 | $128.32M | 0.0% | -4.7% | 2.588% | |
5/15/2025 | Betterment LLC | 5,993 | $295K | 0.0% | +17.9% | 0.006% | |
5/15/2025 | MAI Capital Management | 72,790 | $3.58M | 0.0% | +6.8% | 0.072% | |
5/15/2025 | Baird Financial Group Inc. | 497,094 | $24.44M | 0.0% | -2.9% | 0.493% | |
5/15/2025 | TD Capital Management LLC | 312,333 | $15.35M | 1.6% | -0.2% | 0.310% | |
5/14/2025 | Valley Financial Group Inc. | 12,537 | $616K | 0.4% | +6.0% | 0.012% | |
5/14/2025 | CreativeOne Wealth LLC | 11,205 | $551K | 0.0% | N/A | 0.011% | |
5/14/2025 | Per Stirling Capital Management LLC. | 79,567 | $3.91M | 0.6% | +4.3% | 0.079% | |
5/14/2025 | Comerica Bank | 193,195 | $9.50M | 0.0% | +13.6% | 0.192% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 796,139 | $39.14M | 0.0% | +13.3% | 0.789% | |
5/14/2025 | Kestra Advisory Services LLC | 235,597 | $11.58M | 0.1% | +23.1% | 0.234% | |
5/14/2025 | Summit Financial LLC | 171,090 | $8.41M | 0.2% | +528.0% | 0.170% | |
5/14/2025 | TFB Advisors LLC | 17,801 | $875K | 0.3% | +14.3% | 0.018% | |
5/14/2025 | Petix & Botte Co | 295,219 | $14.51M | 3.8% | -14.8% | 0.293% | |
5/13/2025 | Moment Partners LLC | 5,096 | $251K | 0.0% | -8.4% | 0.005% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 169,387 | $8.33M | 0.1% | +46.2% | 0.168% | |
5/13/2025 | Raymond James Financial Inc. | 3,410,262 | $167.65M | 0.1% | +11.2% | 3.382% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 27,040 | $1.33M | 0.1% | -12.3% | 0.027% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 178,022 | $8.75M | 0.2% | +5.5% | 0.177% | |
5/13/2025 | Heck Capital Advisors LLC | 435,570 | $21.41M | 2.4% | +0.1% | 0.432% | |
5/13/2025 | Rathbones Group PLC | 4,254 | $209K | 0.0% | N/A | 0.004% | |
5/13/2025 | Anfield Capital Management LLC | 79,776 | $3.92M | 1.4% | +22.0% | 0.079% | |
5/13/2025 | HighTower Advisors LLC | 706,227 | $34.72M | 0.0% | +92.9% | 0.700% | |
5/13/2025 | Elevation Capital Advisory LLC | 8,979 | $441K | 0.2% | N/A | 0.009% | |
5/13/2025 | Core Wealth Partners LLC | 18,778 | $923K | 0.5% | -27.1% | 0.019% | |
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5/12/2025 | Cypress Capital Group | 32,255 | $1.59M | 0.2% | +51.1% | 0.032% | |
5/12/2025 | Meridian Wealth Management LLC | 7,430 | $365K | 0.0% | -54.3% | 0.007% | |
5/12/2025 | Maia Wealth LLC | 42,325 | $2.07M | 0.5% | +12.6% | 0.042% | |
5/12/2025 | Independent Advisor Alliance | 123,318 | $6.06M | 0.2% | -66.3% | 0.122% | |
5/12/2025 | SouthState Corp | 1,678 | $82K | 0.0% | N/A | 0.002% | |
5/12/2025 | Berger Financial Group Inc | 970,373 | $47.70M | 3.3% | +10.1% | 0.962% | |
5/12/2025 | Manhattan West Asset Management LLC | 107,889 | $5.30M | 1.4% | +15.0% | 0.107% | |
5/12/2025 | Benjamin Edwards Inc. | 89,768 | $4.41M | 0.1% | +13.5% | 0.089% | |
5/12/2025 | Condor Capital Management | 50,740 | $2.49M | 0.2% | -84.4% | 0.050% | |
5/12/2025 | Arcadia Wealth Management Inc. | 34,211 | $1.68M | 1.3% | +6.5% | 0.034% | |
5/9/2025 | Chicago Partners Investment Group LLC | 28,804 | $1.41M | 0.0% | -4.9% | 0.029% | |
5/9/2025 | Commonwealth Financial Services LLC | 143,657 | $7.06M | 1.4% | +4.6% | 0.142% | |
5/9/2025 | Endowment Wealth Management Inc. | 48,296 | $2.37M | 1.5% | +19.2% | 0.048% | |
5/9/2025 | Atria Wealth Solutions Inc. | 113,372 | $5.57M | 0.1% | -6.4% | 0.112% | |
5/9/2025 | Commonwealth Equity Services LLC | 996,316 | $48.98M | 0.1% | +21.1% | 0.988% | |
5/9/2025 | PNC Financial Services Group Inc. | 3,973 | $195K | 0.0% | -43.1% | 0.004% | |
5/8/2025 | IFG Advisory LLC | 34,799 | $1.71M | 0.1% | +51.5% | 0.035% | |
5/8/2025 | Helium Advisors LLC | 21,906 | $1.08M | 0.8% | -3.5% | 0.022% | |
5/8/2025 | Clearwater Capital Advisors LLC | 746,011 | $36.67M | 3.5% | +3.0% | 0.740% | |
5/8/2025 | US Bancorp DE | 3,386 | $166K | 0.0% | -45.2% | 0.003% | |
5/8/2025 | Harbour Investments Inc. | 455,173 | $22.38M | 0.6% | +37.3% | 0.451% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 59,859 | $2.94M | 1.1% | +7.7% | 0.059% | |
5/8/2025 | Entruity Wealth LLC | 124,118 | $6.10M | 5.8% | +2.2% | 0.123% | |
5/8/2025 | Arkadios Wealth Advisors | 10,822 | $532K | 0.0% | +7.3% | 0.011% | |
5/8/2025 | Marshall Investment Management LLC | 1,419 | $70K | 0.0% | -46.6% | 0.001% | |
5/8/2025 | Geneos Wealth Management Inc. | 300,098 | $14.75M | 0.4% | +139.0% | 0.298% | |
5/7/2025 | Brio Consultants LLC | 15,799 | $777K | 0.3% | N/A | 0.016% | |
5/7/2025 | Foundations Investment Advisors LLC | 252,445 | $12.41M | 0.2% | -0.2% | 0.250% | |
5/7/2025 | Maridea Wealth Management LLC | 14,525 | $714K | 0.2% | -8.7% | 0.014% | |
5/7/2025 | Abbot Financial Management Inc. | 28,918 | $1.42M | 0.7% | +0.9% | 0.029% | |
5/7/2025 | Prosperity Consulting Group LLC | 27,802 | $1.37M | 0.1% | -5.9% | 0.028% | |
5/7/2025 | LPL Financial LLC | 9,249,695 | $454.72M | 0.2% | -0.2% | 9.172% | |
5/7/2025 | First Heartland Consultants Inc. | 131,664 | $6.47M | 0.7% | +26.1% | 0.131% | |
5/7/2025 | Trilogy Capital Inc. | 532,196 | $26.16M | 1.4% | +9.2% | 0.528% | |
5/6/2025 | Assetmark Inc. | 226,186 | $11.12M | 0.0% | +13.0% | 0.224% | |
5/6/2025 | Cetera Investment Advisers | 1,712,873 | $84.21M | 0.2% | -0.7% | 1.698% | |
5/6/2025 | Avantax Advisory Services Inc. | 303,446 | $14.92M | 0.1% | -0.3% | 0.301% | |
5/6/2025 | Atria Investments Inc | 267,144 | $13.13M | 0.2% | -1.1% | 0.265% | |
5/6/2025 | Holistic Financial Partners | 10,610 | $522K | 0.3% | -20.4% | 0.011% | |
5/6/2025 | AE Wealth Management LLC | 56,109 | $2.76M | 0.0% | -2.5% | 0.056% | |
5/6/2025 | Wedbush Securities Inc. | 41,284 | $2.03M | 0.1% | +5.0% | 0.041% | |
5/6/2025 | Summit Wealth Partners LLC | 9,722 | $478K | 0.1% | N/A | 0.010% | |
5/6/2025 | Retirement Income Solutions Inc | 4,634 | $228K | 0.0% | N/A | 0.005% | |
5/6/2025 | IMA Advisory Services Inc. | 135,322 | $6.65M | 0.8% | N/A | 0.134% | |
5/6/2025 | Triumph Capital Management | 111,775 | $5.50M | 1.8% | +4.9% | 0.111% | |
5/6/2025 | JPL Wealth Management LLC | 25,642 | $1.24M | 0.5% | N/A | 0.025% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 30,853 | $1.52M | 0.7% | +13.4% | 0.031% | |
5/6/2025 | PFG Advisors | 15,674 | $771K | 0.0% | -1.7% | 0.016% | |
5/6/2025 | Obermeyer Wealth Partners | 299,089 | $14.70M | 0.8% | +7.9% | 0.297% | |
5/6/2025 | 1776 Wealth LLC | 11,607 | $571K | 0.3% | -14.4% | 0.012% | |
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5/6/2025 | Clifford Swan Investment Counsel LLC | 308,919 | $15.19M | 0.6% | -2.4% | 0.306% | |
5/5/2025 | Lunt Capital Management Inc. | 133,530 | $6.56M | 2.4% | +2.7% | 0.132% | |
5/5/2025 | Sargent Investment Group LLC | 8,430 | $414K | 0.1% | -5.7% | 0.008% | |
5/5/2025 | Northeast Planning Associates INC. NH | 49,306 | $2.42M | 2.0% | N/A | 0.049% | |
5/5/2025 | J.W. Cole Advisors Inc. | 25,241 | $1.24M | 0.0% | +40.7% | 0.025% | |
5/5/2025 | IFP Advisors Inc | 169,346 | $8.33M | 0.3% | +11.1% | 0.168% | |
5/5/2025 | Kestra Private Wealth Services LLC | 307,968 | $15.14M | 0.3% | +2.7% | 0.305% | |
5/5/2025 | Csenge Advisory Group | 712,177 | $34.85M | 2.0% | +1.0% | 0.706% | |
5/5/2025 | Private Advisor Group LLC | 475,013 | $23.35M | 0.1% | +4.6% | 0.471% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 81,709 | $4.02M | 0.1% | -0.9% | 0.081% | |