5/29/2025 | Plum Street Advisors LLC | 8,612 | $951K | 0.5% | -28.0% | 0.004% | |
5/28/2025 | Intrua Financial LLC | 2,220 | $245K | 0.0% | N/A | 0.001% | |
5/27/2025 | Jacobi Capital Management LLC | 7,073 | $781K | 0.1% | -2.7% | 0.003% | |
5/20/2025 | Acorns Advisers LLC | 446,762 | $49.35M | 0.5% | +6.1% | 0.235% | |
5/20/2025 | Belpointe Asset Management LLC | 4,712 | $520K | 0.0% | N/A | 0.002% | |
5/20/2025 | Focus Partners Wealth | 205,469 | $22.70M | 0.1% | +2.4% | 0.108% | |
5/20/2025 | Integrity Alliance LLC. | 3,063 | $338K | 0.0% | N/A | 0.002% | |
5/19/2025 | Jane Street Group LLC | 410,942 | $45.39M | 0.0% | -15.1% | 0.217% | |
5/19/2025 | Advisory Alpha LLC | 19,206 | $2.12M | 0.1% | +11.4% | 0.010% | |
5/19/2025 | Legacy Advisory Services LLC | 235,605 | $26.03M | 22.0% | N/A | 0.124% | |
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5/16/2025 | Prostatis Group LLC | 2,524 | $279K | 0.1% | N/A | 0.001% | |
5/16/2025 | Ascent Group LLC | 23,444 | $2.59M | 0.1% | +37.8% | 0.011% | |
5/16/2025 | Coppell Advisory Solutions LLC | 1,724 | $205K | 0.0% | -92.9% | 0.001% | |
5/16/2025 | Arete Wealth Advisors LLC | 89,527 | $9.89M | 0.7% | +72.6% | 0.043% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 16,068 | $1.78M | 0.1% | -23.9% | 0.008% | |
5/16/2025 | Goldman Sachs Group Inc. | 274,618 | $30.33M | 0.0% | -7.1% | 0.131% | |
5/16/2025 | Jones Financial Companies Lllp | 5,826 | $644K | 0.0% | -71.0% | 0.003% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 8,827 | $975K | 0.7% | -18.6% | 0.004% | |
5/16/2025 | NewEdge Advisors LLC | 92,891 | $10.26M | 0.1% | +76.2% | 0.044% | |
5/16/2025 | Millennium Management LLC | 565,089 | $62.42M | 0.0% | +42.9% | 0.269% | |
5/16/2025 | Integrated Wealth Concepts LLC | 91,637 | $10.12M | 0.1% | -0.5% | 0.044% | |
5/16/2025 | Eight 31 Financial LLC | 27,259 | $3.01M | 1.9% | -92.3% | 0.013% | |
5/16/2025 | Alexis Investment Partners LLC | 34,980 | $3.86M | 1.8% | -3.0% | 0.017% | |
5/16/2025 | Algorithmic Investment Models LLC | 2,663 | $294K | 0.2% | N/A | 0.001% | |
5/16/2025 | Aprio Wealth Management LLC | 2,907 | $321K | 0.0% | +8.0% | 0.001% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 15,299 | $1.69M | 0.0% | -97.1% | 0.007% | |
5/15/2025 | EP Wealth Advisors LLC | 3,408 | $376K | 0.0% | -15.3% | 0.002% | |
5/15/2025 | Core Wealth Advisors Inc. | 8,146 | $900K | 0.3% | +3.5% | 0.004% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 21,624 | $2.39M | 0.0% | -8.3% | 0.010% | |
5/15/2025 | Royal Bank of Canada | 1,005,848 | $111.11M | 0.0% | -1.2% | 0.478% | |
5/15/2025 | Betterment LLC | 1,118,795 | $123.58M | 0.3% | -14.2% | 0.532% | |
5/15/2025 | MAI Capital Management | 49,003 | $5.41M | 0.0% | +33.4% | 0.023% | |
5/15/2025 | Calton & Associates Inc. | 2,152 | $238K | 0.1% | N/A | 0.001% | |
5/15/2025 | Insight Wealth Partners LLC | 7,354 | $812K | 0.1% | N/A | 0.003% | |
5/15/2025 | Baird Financial Group Inc. | 11,025 | $1.22M | 0.0% | -33.6% | 0.005% | |
5/15/2025 | OLD Mission Capital LLC | 49,322 | $5.45M | 0.1% | N/A | 0.023% | |
5/15/2025 | Vident Advisory LLC | 47,823 | $5.28M | 0.1% | +18.7% | 0.023% | |
5/15/2025 | Tortoise Investment Management LLC | 6,895 | $762K | 0.1% | -9.5% | 0.003% | |
5/14/2025 | Wealth Preservation Advisors LLC | 1,643 | $181K | 0.1% | N/A | 0.001% | |
5/14/2025 | Delta Investment Management LLC | 187,605 | $20.72M | 4.2% | -6.2% | 0.089% | |
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5/14/2025 | CreativeOne Wealth LLC | 38,340 | $4.24M | 0.1% | -8.3% | 0.018% | |
5/14/2025 | Jane Street Group LLC | 410,942 | $45.39M | 0.0% | -15.1% | 0.195% | |
5/14/2025 | Luminist Capital LLC | 39,125 | $4.31M | 4.6% | +37.6% | 0.019% | |
5/14/2025 | Comerica Bank | 138,231 | $15.27M | 0.1% | -20.1% | 0.066% | |
5/14/2025 | Freedom Investment Management Inc. | 3,441 | $380K | 0.0% | N/A | 0.002% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 571,849 | $63.17M | 0.1% | -61.5% | 0.272% | |
5/14/2025 | Heritage Wealth Partners LLC | 9,342 | $1.03M | 1.6% | -1.4% | 0.004% | |
5/14/2025 | Van Hulzen Asset Management LLC | 2,214 | $245K | 0.0% | +79.4% | 0.001% | |
5/14/2025 | Cunning Capital Partners LP | 14,000 | $1.55M | 1.0% | +24.4% | 0.007% | |
5/14/2025 | Kestra Advisory Services LLC | 62,408 | $6.89M | 0.0% | -3.5% | 0.030% | |
5/14/2025 | Chicago Wealth Management Inc. | 92,421 | $10.21M | 5.3% | N/A | 0.044% | |
5/14/2025 | Compound Planning Inc. | 19,215 | $2.12M | 0.1% | +3.2% | 0.009% | |
5/14/2025 | Gould Capital LLC | 34,719 | $3.84M | 2.7% | -5.3% | 0.017% | |
5/14/2025 | Ameriprise Financial Inc. | 777,566 | $85.93M | 0.0% | +5.4% | 0.370% | |
5/14/2025 | Capital Wealth Alliance LLC | 60,788 | $6.72M | 4.0% | -3.4% | 0.029% | |
5/14/2025 | Summit Financial LLC | 586,507 | $64.79M | 1.8% | N/A | 0.279% | |
5/14/2025 | Estate Counselors LLC | 348,115 | $38.45M | 4.0% | +3,242.1% | 0.165% | |
5/14/2025 | Flow Traders U.S. LLC | 162,997 | $18.01M | 0.8% | +180.0% | 0.077% | |
5/14/2025 | Partners Capital Investment Group LLP | 120,599 | $13.32M | 0.2% | +139.1% | 0.057% | |
5/14/2025 | TFB Advisors LLC | 2,539 | $280K | 0.1% | N/A | 0.001% | |
5/14/2025 | GM Advisory Group LLC | 474,887 | $52.46M | 2.8% | -3.3% | 0.226% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 1,518,005 | $168.12M | 1.7% | +19.0% | 0.722% | |
5/14/2025 | Crabel Capital Management LLC | 3,570 | $394K | 0.4% | N/A | 0.002% | |
5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 97,709 | $10.79M | 0.2% | +19.2% | 0.046% | |
5/14/2025 | Hsbc Holdings PLC | 494,667 | $54.64M | 0.0% | +84.6% | 0.235% | |
5/14/2025 | Lee Financial Co | 179,394 | $19.82M | 3.0% | -19.0% | 0.085% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 7,931 | $876K | 0.2% | +133.0% | 0.004% | |
5/13/2025 | Global View Capital Management LLC | 8,186 | $904K | 0.3% | -12.3% | 0.004% | |
5/13/2025 | Freestone Capital Holdings LLC | 4,903 | $542K | 0.0% | +43.3% | 0.002% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 251,422 | $27.77M | 0.2% | +48.0% | 0.120% | |
5/13/2025 | Raymond James Financial Inc. | 1,416,054 | $156.42M | 0.1% | +26.1% | 0.673% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 10,308 | $1.14M | 0.0% | -4.3% | 0.005% | |
5/13/2025 | Boston Family Office LLC | 11,825 | $1.31M | 0.1% | +36.3% | 0.006% | |
5/13/2025 | American Investment Services Inc. | 71,507 | $7.90M | 1.4% | +72.6% | 0.034% | |
5/13/2025 | Finley Financial LLC | 7,385 | $816K | 0.5% | -24.1% | 0.004% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 4,348 | $480K | 0.0% | +3.5% | 0.002% | |
5/13/2025 | Heck Capital Advisors LLC | 109,904 | $12.14M | 1.4% | +64.0% | 0.052% | |
5/13/2025 | NFP Retirement Inc. | 857,426 | $94.71M | 7.5% | -28.0% | 0.408% | |
5/13/2025 | Rock Creek Group LP | 53,006 | $5.85M | 0.7% | +100.0% | 0.025% | |
5/13/2025 | Callan Family Office LLC | 9,841 | $1.09M | 0.1% | -25.6% | 0.005% | |
5/13/2025 | Bulltick Wealth Management LLC | 389,853 | $43.06M | 11.4% | -54.9% | 0.185% | |
5/13/2025 | Stone House Investment Management LLC | 616 | $68K | 0.0% | N/A | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 397,472 | $43.91M | 0.1% | +74.9% | 0.189% | |
5/13/2025 | Trajan Wealth LLC | 115,120 | $12.72M | 0.7% | -26.6% | 0.055% | |
5/13/2025 | Elevation Capital Advisory LLC | 51,496 | $5.69M | 2.5% | N/A | 0.024% | |
5/13/2025 | Core Wealth Partners LLC | 24,561 | $2.71M | 1.6% | +8.3% | 0.012% | |
5/12/2025 | Eagle Global Advisors LLC | 10,869 | $1.20M | 0.0% | -40.7% | 0.005% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 147,015 | $16.24M | 0.0% | -4.2% | 0.070% | |
5/12/2025 | Blueprint Financial Advisors LLC | 63,955 | $7.06M | 3.8% | N/A | 0.030% | |
5/12/2025 | Meridian Wealth Management LLC | 78,711 | $8.69M | 0.4% | -5.3% | 0.037% | |
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5/12/2025 | Paulson Wealth Management Inc. | 93,675 | $10.35M | 2.9% | +2.6% | 0.045% | |
5/12/2025 | SouthState Corp | 9,722 | $1.07M | 0.0% | +23,047.6% | 0.005% | |
5/12/2025 | Virtus Family Office LLC | 6,727 | $743K | 1.0% | -86.1% | 0.003% | |
5/12/2025 | Astor Investment Management LLC | 21,783 | $2.41M | 1.3% | -6.6% | 0.010% | |
5/12/2025 | Blueprint Investment Partners LLC | 82,972 | $9.17M | 1.7% | -53.9% | 0.039% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 287,038 | $31.71M | 5.7% | +12.7% | 0.136% | |
5/12/2025 | AFT Forsyth & Company Inc. | 5,445 | $601K | 0.3% | N/A | 0.003% | |
5/12/2025 | JPMorgan Chase & Co. | 1,831,952 | $202.36M | 0.0% | +4.7% | 0.871% | |
5/12/2025 | Zions Bancorporation National Association UT | 793 | $88K | 0.0% | N/A | 0.000% | |
5/12/2025 | Townsquare Capital LLC | 407,132 | $44.97M | 0.5% | +6.7% | 0.194% | |