6/13/2025 | Optima Capital LLC | 2,644 | $510K | 0.3% | +36.4% | 0.001% | |
6/10/2025 | Compass Financial Services Inc | 55,559 | $10.72M | 5.6% | +5.4% | 0.026% | |
6/3/2025 | Invst LLC | 11,563 | $2.23M | 0.3% | +9.5% | 0.005% | |
6/2/2025 | Modern Wealth Management LLC | 31,492 | $6.08M | 0.2% | +0.6% | 0.015% | |
5/28/2025 | Jones Financial Companies Lllp | 1,262,644 | $243.79M | 0.2% | +48.1% | 0.592% | |
5/28/2025 | GK Wealth Management LLC | 5,963 | $1.15M | 1.3% | -2.7% | 0.003% | |
5/28/2025 | Intrua Financial LLC | 1,794 | $346K | 0.1% | -41.0% | 0.001% | |
5/27/2025 | Jacobi Capital Management LLC | 1,382 | $267K | 0.0% | -17.8% | 0.001% | |
5/27/2025 | Advisors Capital Management LLC | 46,024 | $8.88M | 0.1% | -6.1% | 0.022% | |
5/22/2025 | Rollins Financial Advisors LLC | 65,358 | $12.62M | 2.2% | +14.2% | 0.031% | |
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5/21/2025 | Geneos Wealth Management Inc. | 2,962 | $572K | 0.0% | -80.6% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 19,506 | $3.77M | 0.2% | -24.9% | 0.009% | |
5/20/2025 | Focus Partners Wealth | 116,179 | $22.43M | 0.1% | +46.1% | 0.054% | |
5/20/2025 | Integrity Alliance LLC. | 9,932 | $1.92M | 0.1% | N/A | 0.005% | |
5/20/2025 | Anchor Investment Management LLC | 40,400 | $7.80M | 0.7% | -3.9% | 0.019% | |
5/19/2025 | SCS Capital Management LLC | 2,195 | $424K | 0.0% | N/A | 0.001% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 470,494 | $90.82M | 0.0% | N/A | 0.221% | |
5/16/2025 | Prostatis Group LLC | 1,445 | $279K | 0.1% | +36.7% | 0.001% | |
5/16/2025 | Empowered Funds LLC | 3,844 | $742K | 0.0% | N/A | 0.002% | |
5/16/2025 | AAF Wealth Management LLC | 88,468 | $17.08M | 9.2% | -12.4% | 0.041% | |
5/16/2025 | Coppell Advisory Solutions LLC | 16,267 | $3.14M | 0.2% | +646.5% | 0.007% | |
5/16/2025 | Arete Wealth Advisors LLC | 11,263 | $2.17M | 0.2% | -11.7% | 0.005% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 12,567 | $2.43M | 0.1% | -3.6% | 0.006% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 10,733 | $2.07M | 0.1% | -18.0% | 0.005% | |
5/16/2025 | Goldman Sachs Group Inc. | 51,164 | $9.88M | 0.0% | +1.6% | 0.022% | |
5/16/2025 | Cape Investment Advisory Inc. | 3,082 | $595K | 0.2% | -1.6% | 0.001% | |
5/16/2025 | ROSS JOHNSON & Associates LLC | 216 | $42K | 0.7% | N/A | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 9,111 | $1.76M | 0.0% | -98.9% | 0.004% | |
5/16/2025 | Scientech Research LLC | 4,523 | $873K | 0.2% | +261.6% | 0.002% | |
5/16/2025 | Sepio Capital LP | 36,350 | $7.02M | 0.6% | +118.9% | 0.017% | |
5/16/2025 | Redwood Financial Network Corp | 24,248 | $4.68M | 3.6% | +4.6% | 0.011% | |
5/16/2025 | Nissay Asset Management Corp Japan ADV | 578,345 | $111.63M | 0.7% | +88.5% | 0.266% | |
5/16/2025 | National Wealth Management Group LLC | 23,740 | $4.58M | 3.0% | +94.6% | 0.011% | |
5/16/2025 | NewEdge Advisors LLC | 120,330 | $23.23M | 0.1% | +4.8% | 0.055% | |
5/16/2025 | Integrated Wealth Concepts LLC | 230,640 | $44.52M | 0.5% | +13.4% | 0.106% | |
5/16/2025 | AQR Capital Management LLC | 38,723 | $7.47M | 0.0% | +35.6% | 0.018% | |
5/16/2025 | AlTi Global Inc. | 42,200 | $8.15M | 0.2% | -12.1% | 0.019% | |
5/16/2025 | Ancora Advisors LLC | 84,537 | $16.32M | 0.4% | -2.4% | 0.039% | |
5/15/2025 | EP Wealth Advisors LLC | 144,061 | $27.81M | 0.2% | -1.4% | 0.066% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 4,537 | $876K | 0.0% | +73.8% | 0.002% | |
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5/15/2025 | Ameriflex Group Inc. | 3,883 | $750K | 0.3% | -2.9% | 0.002% | |
5/15/2025 | Royal Bank of Canada | 667,653 | $128.87M | 0.0% | -6.7% | 0.307% | |
5/15/2025 | Betterment LLC | 55,117 | $10.64M | 0.0% | +89.1% | 0.025% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 3,635 | $702K | 0.3% | +14.7% | 0.002% | |
5/15/2025 | Weitzel Financial Services Inc. | 1,723 | $320K | 0.2% | +24.5% | 0.001% | |
5/15/2025 | MAI Capital Management | 37,808 | $7.30M | 0.1% | +12.9% | 0.017% | |
5/15/2025 | Calton & Associates Inc. | 6,736 | $1.30M | 0.3% | +189.5% | 0.003% | |
5/15/2025 | Spectrum Wealth Advisory Group LLC | 90,275 | $17.43M | 8.4% | +6.3% | 0.041% | |
5/15/2025 | Titleist Asset Management LLC | 2,788 | $538K | 0.1% | +5.9% | 0.001% | |
5/15/2025 | Baird Financial Group Inc. | 9,230 | $1.78M | 0.0% | +40.4% | 0.004% | |
5/15/2025 | OLD Mission Capital LLC | 1,702 | $329K | 0.0% | -91.7% | 0.001% | |
5/15/2025 | TD Capital Management LLC | 9,088 | $1.75M | 0.2% | +21.3% | 0.004% | |
5/15/2025 | Trexquant Investment LP | 1,467 | $283K | 0.0% | -32.7% | 0.001% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 839,751 | $162.09M | 7.3% | +3.6% | 0.386% | |
5/15/2025 | Graney & King LLC | 18,326 | $3.54M | 2.6% | +6.8% | 0.008% | |
5/15/2025 | Clarity Asset Management Inc. | 624 | $120K | 0.1% | +860.0% | 0.000% | |
5/14/2025 | Truvestments Capital LLC | 498 | $96K | 0.0% | +72.3% | 0.000% | |
5/14/2025 | Transamerica Financial Advisors LLC | 75,824 | $14.64M | 1.5% | +2.8% | 0.035% | |
5/14/2025 | CreativeOne Wealth LLC | 11,137 | $2.15M | 0.1% | +124.2% | 0.005% | |
5/14/2025 | Ieq Capital LLC | 233,056 | $44.99M | 0.4% | +14.6% | 0.107% | |
5/14/2025 | Samalin Investment Counsel LLC | 1,724 | $333K | 0.1% | +18.9% | 0.001% | |
5/14/2025 | PKS Advisory Services LLC | 1,788 | $345K | 0.1% | +10.2% | 0.001% | |
5/14/2025 | Orion Capital Management LLC | 2,607 | $503K | 0.2% | +45.0% | 0.001% | |
5/14/2025 | WCG Wealth Advisors LLC | 20,446 | $3.95M | 0.3% | -1.6% | 0.009% | |
5/14/2025 | Apexium Financial LP | 60,317 | $11.64M | 0.7% | +10.5% | 0.028% | |
5/14/2025 | Comerica Bank | 10,566 | $2.04M | 0.0% | +18.4% | 0.005% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 171,392 | $33.09M | 0.1% | -3.6% | 0.079% | |
5/14/2025 | Napa Wealth Management | 14,966 | $2.89M | 1.6% | -59.3% | 0.007% | |
5/14/2025 | SVB Wealth LLC | 490 | $95K | 0.0% | N/A | 0.000% | |
5/14/2025 | B&D White Capital Company LLC | 122,869 | $23.72M | 3.4% | +16.8% | 0.056% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,933,060 | $566.14M | 0.5% | +14.4% | 1.348% | |
5/14/2025 | Heritage Wealth Partners LLC | 4,631 | $894K | 1.4% | -75.4% | 0.002% | |
5/14/2025 | Sax Wealth Advisors LLC | 362,242 | $69.92M | 5.0% | +5.0% | 0.166% | |
5/14/2025 | Kestra Advisory Services LLC | 177,653 | $34.29M | 0.2% | -11.0% | 0.082% | |
5/14/2025 | Purus Wealth Management LLC | 13,618 | $2.63M | 1.1% | +0.4% | 0.006% | |
5/14/2025 | Rede Wealth LLC | 8,091 | $1.56M | 0.6% | +6.8% | 0.004% | |
5/14/2025 | Circle Wealth Management LLC | 15,868 | $3.06M | 0.1% | +67.4% | 0.007% | |
5/14/2025 | Compound Planning Inc. | 1,228 | $237K | 0.0% | -65.9% | 0.001% | |
5/14/2025 | Gould Capital LLC | 468 | $90K | 0.1% | -82.5% | 0.000% | |
5/14/2025 | Ameriprise Financial Inc. | 1,597,517 | $308.29M | 0.1% | +4.5% | 0.734% | |
5/14/2025 | CW Advisors LLC | 20,986 | $4.05M | 0.0% | +91.6% | 0.010% | |
5/14/2025 | Aspire Growth Partners LLC | 20,603 | $4.10M | 3.6% | +25.1% | 0.009% | |
5/14/2025 | Capital Analysts LLC | 3,174 | $613K | 0.0% | +4.6% | 0.001% | |
5/14/2025 | Level Four Advisory Services LLC | 61,961 | $11.96M | 0.5% | +16.1% | 0.028% | |
5/14/2025 | Tradition Wealth Management LLC | 2,374 | $458K | 0.0% | +76.2% | 0.001% | |
5/14/2025 | Financial Advisors Network Inc. | 1,070 | $207K | 0.0% | N/A | 0.001% | |
5/14/2025 | Petix & Botte Co | 31,880 | $6.15M | 1.6% | +37.7% | 0.015% | |
5/14/2025 | Quantbot Technologies LP | 1,160 | $224K | 0.0% | N/A | 0.001% | |
5/13/2025 | Sand Hill Global Advisors LLC | 1,109 | $214K | 0.0% | N/A | 0.001% | |
5/13/2025 | Aptus Capital Advisors LLC | 41,771 | $8.06M | 0.1% | +8.6% | 0.020% | |
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5/13/2025 | Blue Edge Capital LLC | 17,895 | $3.45M | 0.6% | -24.5% | 0.008% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 122,993 | $23.74M | 0.2% | -13.3% | 0.058% | |
5/13/2025 | Tyler Stone Wealth Management | 5,098 | $984K | 0.2% | -42.8% | 0.002% | |
5/13/2025 | Raymond James Financial Inc. | 2,201,585 | $424.95M | 0.2% | +23.7% | 1.032% | |
5/13/2025 | Comprehensive Wealth Management LLC | 4,134 | $798K | 0.6% | +19.1% | 0.002% | |
5/13/2025 | Cresset Asset Management LLC | 283,371 | $54.70M | 0.3% | +26.6% | 0.133% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 3,940 | $760K | 0.1% | +2.6% | 0.002% | |
5/13/2025 | LWM Advisory Services LLC | 4,088 | $789K | 0.5% | -37.9% | 0.002% | |
5/13/2025 | Compass Advisory Group LLC | 4,800 | $927K | 0.3% | +1.3% | 0.002% | |
5/13/2025 | Trivium Point Advisory LLC | 42,668 | $8.24M | 1.0% | -25.5% | 0.020% | |