5/21/2025 | Geneos Wealth Management Inc. | 41,238 | $562K | 0.0% | -27.3% | 0.012% | |
5/20/2025 | Belpointe Asset Management LLC | 12,690 | $173K | 0.0% | -84.1% | 0.004% | |
5/19/2025 | Jane Street Group LLC | 12,001 | $164K | 0.0% | -99.2% | 0.004% | |
5/19/2025 | SCS Capital Management LLC | 1,928,973 | $26.29M | 0.3% | -0.3% | 0.568% | |
5/16/2025 | Prostatis Group LLC | 11,449 | $156K | 0.0% | N/A | 0.003% | |
5/16/2025 | Faithward Advisors LLC | 572,821 | $7.81M | 1.4% | -1.8% | 0.162% | |
5/16/2025 | Coppell Advisory Solutions LLC | 14,381 | $182K | 0.0% | -22.1% | 0.004% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 147,475 | $2.01M | 0.1% | +1.4% | 0.042% | |
5/16/2025 | Goldman Sachs Group Inc. | 933,422 | $12.72M | 0.0% | -1.5% | 0.264% | |
5/16/2025 | Hancock Whitney Corp | 335,872 | $4.58M | 0.1% | -37.7% | 0.095% | |
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5/15/2025 | Royal Bank of Canada | 358,715 | $4.89M | 0.0% | -1.7% | 0.102% | |
5/15/2025 | MAI Capital Management | 751,613 | $10.24M | 0.1% | -0.8% | 0.213% | |
5/15/2025 | Baird Financial Group Inc. | 155,041 | $2.11M | 0.0% | +27.2% | 0.044% | |
5/15/2025 | Vident Advisory LLC | 1,333,397 | $18.17M | 0.3% | +18.4% | 0.377% | |
5/15/2025 | The Manufacturers Life Insurance Company | 8,398,542 | $114.47M | 0.1% | +276.4% | 2.376% | |
5/15/2025 | Oarsman Capital Inc. | 267,038 | $3.64M | 0.7% | +6.6% | 0.076% | |
5/14/2025 | Transamerica Financial Advisors LLC | 117,861 | $1.61M | 0.2% | +14.9% | 0.033% | |
5/14/2025 | CreativeOne Wealth LLC | 167,996 | $2.29M | 0.1% | -6.6% | 0.048% | |
5/14/2025 | Comerica Bank | 276,215 | $3.77M | 0.0% | -0.6% | 0.078% | |
5/14/2025 | Freedom Investment Management Inc. | 114,449 | $1.56M | 0.1% | +27.0% | 0.032% | |
5/14/2025 | Napa Wealth Management | 190,139 | $2.59M | 1.5% | N/A | 0.054% | |
5/14/2025 | Smartleaf Asset Management LLC | 15,928 | $214K | 0.0% | +30.9% | 0.005% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,398,939 | $46.33M | 0.0% | -20.7% | 0.962% | |
5/14/2025 | Compound Planning Inc. | 17,788 | $242K | 0.0% | -36.8% | 0.005% | |
5/14/2025 | Estate Counselors LLC | 33,955 | $463K | 0.0% | -30.8% | 0.010% | |
5/14/2025 | GM Advisory Group LLC | 2,265,292 | $30.88M | 1.7% | +5.1% | 0.641% | |
5/14/2025 | ZEGA Investments LLC | 33,041 | $450K | 0.1% | +4.4% | 0.009% | |
5/14/2025 | Hsbc Holdings PLC | 782,500 | $10.67M | 0.0% | +63.9% | 0.221% | |
5/13/2025 | Global View Capital Management LLC | 45,754 | $624K | 0.2% | -10.1% | 0.013% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 315,074 | $4.29M | 0.0% | +1,820.9% | 0.089% | |
5/13/2025 | Raymond James Financial Inc. | 336,558 | $4.59M | 0.0% | +21.4% | 0.095% | |
5/13/2025 | Cresset Asset Management LLC | 17,730 | $242K | 0.0% | -5.1% | 0.005% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 64,406 | $878K | 0.1% | +12.2% | 0.018% | |
5/13/2025 | Prudential PLC | 21,800 | $297K | 0.0% | +6.3% | 0.006% | |
5/13/2025 | HighTower Advisors LLC | 188,419 | $2.57M | 0.0% | -66.0% | 0.053% | |
5/12/2025 | Meridian Wealth Management LLC | 15,500 | $211K | 0.0% | -19.3% | 0.004% | |
5/12/2025 | Northeast Financial Group Inc. | 285,454 | $3.89M | 1.4% | -1.5% | 0.081% | |
5/12/2025 | Avos Capital Management LLC | 18,507 | $252K | 0.2% | N/A | 0.005% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 12,755 | $174K | 0.0% | N/A | 0.004% | |
5/12/2025 | JFG Wealth Management LLC | 547,106 | $7.46M | 1.7% | -2.3% | 0.155% | |
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5/12/2025 | Johnson Financial Group LLC | 1,576,797 | $21.49M | 2.3% | -6.3% | 0.446% | |
5/12/2025 | Benjamin Edwards Inc. | 19,223 | $262K | 0.0% | -50.6% | 0.005% | |
5/12/2025 | Townsquare Capital LLC | 47,844 | $652K | 0.0% | +5.1% | 0.014% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 29,387 | $400K | 0.1% | N/A | 0.008% | |
5/9/2025 | Deutsche Bank AG | 23,575 | $321K | 0.0% | -42.9% | 0.007% | |
5/9/2025 | Evolution Wealth Advisors LLC | 178,411 | $2.43M | 0.4% | -16.9% | 0.050% | |
5/9/2025 | Briaud Financial Planning Inc | 2,509,479 | $34.20M | 13.6% | -10.6% | 0.710% | |
5/9/2025 | Exencial Wealth Advisors LLC | 931,327 | $12.69M | 0.5% | +0.5% | 0.264% | |
5/9/2025 | Endowment Wealth Management Inc. | 30,817 | $420K | 0.3% | +10.4% | 0.009% | |
5/9/2025 | Wealthspire Advisors LLC | 72,119 | $983K | 0.0% | +19.2% | 0.020% | |
5/9/2025 | Atria Wealth Solutions Inc. | 77,218 | $1.05M | 0.0% | +2.4% | 0.022% | |
5/9/2025 | Empower Advisory Group LLC | 29,695,319 | $404.75M | 1.3% | +5.6% | 8.403% | |
5/9/2025 | Plan Group Financial LLC | 320,978 | $4.38M | 1.6% | +76.8% | 0.091% | |
5/8/2025 | Endeavor Private Wealth Inc. | 52,171 | $711K | 0.4% | +1,304,175.0% | 0.015% | |
5/8/2025 | IFG Advisory LLC | 100,696 | $1.37M | 0.1% | N/A | 0.028% | |
5/8/2025 | US Bancorp DE | 73,609 | $1.00M | 0.0% | -14.5% | 0.021% | |
5/8/2025 | Harbour Investments Inc. | 19,367 | $264K | 0.0% | -11.9% | 0.005% | |
5/8/2025 | MGO One Seven LLC | 146,972 | $2.00M | 0.1% | +0.8% | 0.042% | |
5/8/2025 | Roble Belko & Company Inc | 72,005 | $981K | 0.2% | +3.0% | 0.020% | |
5/8/2025 | SlateStone Wealth LLC | 25,000 | $341K | 0.0% | +13.3% | 0.007% | |
5/8/2025 | Arkadios Wealth Advisors | 471,663 | $6.43M | 0.2% | N/A | 0.133% | |
5/8/2025 | Portland Financial Advisors Inc | 15,890 | $217K | 0.6% | -6.2% | 0.004% | |
5/7/2025 | New Republic Capital LLC | 104,749 | $1.43M | 0.6% | -17.0% | 0.030% | |
5/7/2025 | Foundations Investment Advisors LLC | 32,785 | $447K | 0.0% | -19.0% | 0.009% | |
5/7/2025 | Maridea Wealth Management LLC | 69,445 | $947K | 0.3% | N/A | 0.020% | |
5/7/2025 | Avalon Capital Management | 167,602 | $2.28M | 0.7% | N/A | 0.047% | |
5/7/2025 | LPL Financial LLC | 26,769,795 | $364.87M | 0.1% | +405.4% | 7.575% | |
5/7/2025 | Nvwm LLC | 3,737 | $51K | 0.0% | -87.8% | 0.001% | |
5/6/2025 | Assetmark Inc. | 18,142 | $247K | 0.0% | -91.1% | 0.005% | |
5/6/2025 | Cetera Investment Advisers | 381,847 | $5.21M | 0.0% | +5.4% | 0.108% | |
5/6/2025 | Avantax Advisory Services Inc. | 77,229 | $1.05M | 0.0% | +15.0% | 0.022% | |
5/6/2025 | FreeGulliver LLC | 50,467 | $688K | 0.3% | +4.0% | 0.014% | |
5/6/2025 | Lifeworks Advisors LLC | 152,445 | $2.08M | 0.3% | -4.2% | 0.043% | |
5/6/2025 | Innova Wealth Partners | 65,573 | $894K | 0.6% | -58.8% | 0.019% | |
5/6/2025 | AE Wealth Management LLC | 9,563 | $130K | 0.0% | -75.1% | 0.003% | |
5/6/2025 | Goepper Burkhardt LLC | 14,798 | $202K | 0.1% | N/A | 0.004% | |
5/6/2025 | Advisors Preferred LLC | 1,910 | $26K | 0.0% | N/A | 0.001% | |
5/6/2025 | Guidance Capital Inc. | 72,848 | $914K | 0.3% | +7.9% | 0.021% | |
5/6/2025 | Ignite Planners LLC | 11,202 | $140K | 0.0% | N/A | 0.003% | |
5/5/2025 | New England Capital Financial Advisors LLC | 244,425 | $3.33M | 1.7% | -2.5% | 0.069% | |
5/5/2025 | IFP Advisors Inc | 71,656 | $977K | 0.0% | +607.3% | 0.020% | |
5/5/2025 | Kestra Private Wealth Services LLC | 455,005 | $6.20M | 0.1% | +5.9% | 0.129% | |
5/5/2025 | Impact Partnership Wealth LLC | 342,560 | $4.67M | 1.0% | +7.4% | 0.097% | |
5/5/2025 | Private Advisor Group LLC | 109,952 | $1.50M | 0.0% | -21.0% | 0.031% | |
5/5/2025 | Creekmur Asset Management LLC | 2,658 | $36K | 0.0% | +265,700.0% | 0.001% | |
5/5/2025 | Transce3nd LLC | 3,857 | $53K | 0.0% | -21.3% | 0.001% | |
5/2/2025 | James Investment Research Inc. | 92,334 | $1.26M | 0.2% | -2.7% | 0.026% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 14,358 | $196K | 0.0% | -29.8% | 0.004% | |
5/2/2025 | Sigma Planning Corp | 111,177 | $1.52M | 0.0% | +4.5% | 0.031% | |
5/1/2025 | Reyes Financial Architecture Inc. | 9,103 | $124K | 0.1% | +2,158.8% | 0.003% | |
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5/1/2025 | CWM LLC | 1,362,290 | $18.57M | 0.1% | +120.0% | 0.385% | |
5/1/2025 | B & T Capital Management DBA Alpha Capital Management | 19,026 | $259K | 0.0% | -54.0% | 0.005% | |
5/1/2025 | Fifth Third Securities Inc. | 20,047 | $273K | 0.0% | -23.3% | 0.006% | |
4/30/2025 | Cerity Partners LLC | 120,515 | $1.64M | 0.0% | -30.4% | 0.034% | |
4/30/2025 | Narus Financial Partners LLC | 22,210 | $303K | 0.1% | +6.2% | 0.006% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 5,689 | $78K | 0.0% | N/A | 0.002% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 181,734 | $2.48M | 0.4% | +5.3% | 0.051% | |
4/30/2025 | Axxcess Wealth Management LLC | 243,833 | $3.32M | 0.1% | +19.9% | 0.069% | |
4/30/2025 | Stratos Wealth Partners LTD. | 14,784 | $202K | 0.0% | N/A | 0.004% | |
4/30/2025 | M&T Bank Corp | 860,522 | $11.73M | 0.0% | -2.1% | 0.243% | |