6/27/2025 | Goldman Sachs Group Inc. | 76,019 | $3.55M | 0.0% | -4.7% | 0.285% | |
6/2/2025 | Modern Wealth Management LLC | 14,342 | $669K | 0.0% | N/A | 0.054% | |
5/19/2025 | Jane Street Group LLC | 9,686 | $452K | 0.0% | N/A | 0.036% | |
5/16/2025 | Ascent Group LLC | 11,962 | $558K | 0.0% | +55.6% | 0.045% | |
5/16/2025 | Goldman Sachs Group Inc. | 76,019 | $3.55M | 0.0% | -4.7% | 0.285% | |
5/16/2025 | Kestra Investment Management LLC | 5,779 | $270K | 0.0% | +31.9% | 0.022% | |
5/16/2025 | National Wealth Management Group LLC | 18,502 | $863K | 0.6% | +2.4% | 0.069% | |
5/16/2025 | NewEdge Advisors LLC | 35,519 | $1.66M | 0.0% | +324.3% | 0.133% | |
5/16/2025 | Integrated Wealth Concepts LLC | 62,439 | $2.91M | 0.0% | +5.1% | 0.234% | |
5/16/2025 | Copperleaf Capital LLC | 14,022 | $654K | 0.4% | +19.3% | 0.053% | |
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5/15/2025 | Federation des caisses Desjardins du Quebec | 365,571 | $17.06M | 0.1% | +8.0% | 1.372% | |
5/15/2025 | One Wealth Capital Management LLC | 21,325 | $995K | 0.5% | +4.9% | 0.080% | |
5/15/2025 | Flputnam Investment Management Co. | 12,582 | $587K | 0.0% | +4.9% | 0.047% | |
5/15/2025 | Royal Bank of Canada | 137,466 | $6.42M | 0.0% | +5.0% | 0.516% | |
5/15/2025 | MAI Capital Management | 18,589 | $868K | 0.0% | +1.1% | 0.070% | |
5/15/2025 | Monterey Private Wealth Inc. | 4,572 | $213K | 0.1% | -33.1% | 0.017% | |
5/14/2025 | CreativeOne Wealth LLC | 13,135 | $613K | 0.0% | +8.2% | 0.049% | |
5/14/2025 | Comerica Bank | 4,111 | $192K | 0.0% | +5.6% | 0.015% | |
5/14/2025 | Freedom Investment Management Inc. | 8,630 | $403K | 0.0% | +65.9% | 0.032% | |
5/14/2025 | Ally Invest Advisors Inc. | 46,354 | $2.16M | 0.2% | +11.8% | 0.174% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 18,409 | $859K | 0.0% | +6.0% | 0.069% | |
5/14/2025 | Kestra Advisory Services LLC | 30,597 | $1.43M | 0.0% | -2.1% | 0.115% | |
5/14/2025 | CW Advisors LLC | 14,146 | $660K | 0.0% | +9.4% | 0.053% | |
5/14/2025 | Capital Analysts LLC | 8,747 | $409K | 0.0% | +10.5% | 0.033% | |
5/14/2025 | RWA Wealth Partners LLC | 116,446 | $5.44M | 0.1% | -9.4% | 0.437% | |
5/13/2025 | EverSource Wealth Advisors LLC | 14,751 | $688K | 0.0% | -11.4% | 0.055% | |
5/13/2025 | HighTower Advisors LLC | 38,919 | $1.82M | 0.0% | +32.0% | 0.146% | |
5/12/2025 | Maia Wealth LLC | 17,900 | $811K | 0.2% | -1.4% | 0.067% | |
5/12/2025 | Balanced Rock Investment Advisors LLC | 187,421 | $8.75M | 7.0% | +2.1% | 0.703% | |
5/12/2025 | Townsquare Capital LLC | 27,271 | $1.27M | 0.0% | -11.4% | 0.102% | |
5/12/2025 | Savvy Advisors Inc. | 7,298 | $341K | 0.0% | +10.3% | 0.027% | |
5/12/2025 | Alesco Advisors LLC | 6,385 | $298K | 0.0% | -6.4% | 0.024% | |
5/9/2025 | WealthShield Partners LLC | 534 | $25K | 0.0% | -68.7% | 0.002% | |
5/9/2025 | Financial Connections Group Inc. | 220,521 | $10.29M | 4.7% | +2.9% | 0.827% | |
5/9/2025 | Atria Wealth Solutions Inc. | 130,529 | $6.09M | 0.1% | -7.0% | 0.490% | |
5/9/2025 | Wade Financial Advisory Inc | 14,562 | $680K | 0.2% | +18.2% | 0.055% | |
5/8/2025 | Endeavor Private Wealth Inc. | 4,904 | $229K | 0.1% | +5.1% | 0.018% | |
5/8/2025 | Elios Financial Group Inc. | 36,196 | $1.69M | 0.8% | +1.0% | 0.136% | |
5/8/2025 | Sound View Wealth Advisors Group LLC | 8,214 | $383K | 0.0% | -17.8% | 0.031% | |
5/8/2025 | Hoxton Planning & Management LLC | 10,539 | $492K | 0.2% | N/A | 0.040% | |
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5/7/2025 | Mackenzie Financial Corp | 369,263 | $17.23M | 0.0% | -20.7% | 1.386% | |
5/7/2025 | LPL Financial LLC | 1,159,705 | $54.12M | 0.0% | +10.6% | 4.352% | |
5/7/2025 | Trilogy Capital Inc. | 7,841 | $366K | 0.0% | +43.0% | 0.029% | |
5/6/2025 | Assetmark Inc. | 124,022 | $5.79M | 0.0% | +4.2% | 0.465% | |
5/6/2025 | Cetera Investment Advisers | 312,204 | $14.57M | 0.0% | +12.6% | 1.171% | |
5/6/2025 | Avantax Advisory Services Inc. | 38,793 | $1.81M | 0.0% | +11.6% | 0.146% | |
5/6/2025 | Opes Wealth Management LLC | 43,535 | $2.03M | 0.4% | +8.9% | 0.163% | |
5/6/2025 | AE Wealth Management LLC | 4,326 | $202K | 0.0% | -21.4% | 0.016% | |
5/6/2025 | Venturi Wealth Management LLC | 11,115 | $519K | 0.0% | +20.7% | 0.042% | |
5/6/2025 | Accredited Investors Inc. | 82,625 | $3.86M | 0.2% | +6.3% | 0.310% | |
5/5/2025 | West Wealth Group LLC | 10,843 | $507K | 0.1% | -15.8% | 0.041% | |
5/5/2025 | Wealth Alliance LLC | 25,281 | $1.18M | 0.1% | -3.6% | 0.095% | |
5/5/2025 | IFP Advisors Inc | 2,272 | $106K | 0.0% | N/A | 0.009% | |
5/5/2025 | Private Advisor Group LLC | 11,851 | $553K | 0.0% | +37.0% | 0.044% | |
5/5/2025 | EQ LLC | 12,206 | $570K | 0.3% | +13.1% | 0.046% | |
5/5/2025 | Diversify Advisory Services LLC | 20,834 | $970K | 0.1% | -12.9% | 0.078% | |
5/5/2025 | JMG Financial Group Ltd. | 11,633 | $543K | 0.0% | -26.6% | 0.044% | |
5/2/2025 | Wealthgarden F.S. LLC | 14,931 | $697K | 0.7% | +5.3% | 0.056% | |
5/2/2025 | Invera Wealth Advisors LLC | 172,402 | $8.05M | 9.5% | -3.6% | 0.647% | |
5/2/2025 | Apollon Wealth Management LLC | 4,419 | $206K | 0.0% | -9.4% | 0.017% | |
5/2/2025 | Sigma Planning Corp | 10,819 | $505K | 0.0% | -69.7% | 0.041% | |
5/1/2025 | Curtis Advisory Group LLC | 9,653 | $451K | 0.1% | +39.9% | 0.036% | |
5/1/2025 | Gateway Wealth Partners LLC | 5,783 | $270K | 0.1% | +34.1% | 0.022% | |
4/30/2025 | Sharkey Howes & Javer | 68,236 | $3.19M | 0.5% | +1.3% | 0.256% | |
4/30/2025 | Cerity Partners LLC | 84,503 | $3.94M | 0.0% | -13.0% | 0.317% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 3,291 | $154K | 0.0% | N/A | 0.012% | |
4/30/2025 | Allworth Financial LP | 284,021 | $13.07M | 0.1% | +2.4% | 1.066% | |
4/30/2025 | Ramiah Investment Group | 12,152 | $567K | 0.6% | N/A | 0.046% | |
4/30/2025 | Axxcess Wealth Management LLC | 5,087 | $237K | 0.0% | +5.9% | 0.019% | |
4/30/2025 | Cornerstone Planning Group LLC | 764 | $34K | 0.0% | N/A | 0.003% | |
4/30/2025 | Stratos Wealth Partners LTD. | 38,065 | $1.78M | 0.0% | -8.2% | 0.143% | |
4/30/2025 | Stratos Investment Management LLC | 5,810 | $271K | 0.0% | N/A | 0.022% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 72,723 | $3.39M | 0.6% | -3.2% | 0.273% | |
4/29/2025 | Envestnet Asset Management Inc. | 5,174,807 | $241.51M | 0.1% | +1.9% | 19.418% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 46,296 | $2.16M | 1.0% | +7.0% | 0.174% | |
4/29/2025 | Bank of New York Mellon Corp | 37,835 | $1.77M | 0.0% | +6.0% | 0.142% | |
4/29/2025 | World Investment Advisors | 22,795 | $1.06M | 0.0% | +8.9% | 0.086% | |
4/29/2025 | OneDigital Investment Advisors LLC | 10,230 | $477K | 0.0% | -5.2% | 0.038% | |
4/29/2025 | Values Added Financial LLC | 10,776 | $503K | 0.3% | +84.5% | 0.040% | |
4/28/2025 | Milestone Investment Advisors LLC | 6,382 | $298K | 0.1% | -5.8% | 0.024% | |
4/28/2025 | First Horizon Advisors Inc. | 11,132 | $520K | 0.0% | -5.1% | 0.042% | |
4/28/2025 | Physician Wealth Advisors Inc. | 9,452 | $441K | 0.1% | -4.1% | 0.035% | |
4/28/2025 | Equita Financial Network Inc. | 53,240 | $2.49M | 0.9% | +8.4% | 0.200% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 14,094 | $658K | 0.7% | +4.5% | 0.053% | |
4/28/2025 | Rossby Financial LCC | 2,389 | $111K | 0.0% | N/A | 0.009% | |
4/28/2025 | RKL Wealth Management LLC | 21,474 | $1.00M | 0.1% | -19.8% | 0.081% | |
4/25/2025 | Spinnaker Trust | 272,390 | $12.71M | 0.8% | -18.2% | 1.022% | |
4/25/2025 | Amara Financial LLC. | 24,322 | $1.14M | 1.0% | +10.7% | 0.091% | |
4/25/2025 | Sovran Advisors LLC | 6,022 | $266K | 0.0% | N/A | 0.023% | |
4/24/2025 | Golden State Wealth Management LLC | 5,911 | $276K | 0.0% | +37.3% | 0.022% | |
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4/24/2025 | Diversified Trust Co | 24,284 | $1.13M | 0.0% | -3.7% | 0.091% | |
4/23/2025 | Lifelong Wealth Advisors Inc. | 12,178 | $568K | 0.3% | +30.4% | 0.046% | |
4/23/2025 | Perigon Wealth Management LLC | 43,736 | $2.04M | 0.1% | +18.3% | 0.164% | |
4/23/2025 | Alpha Financial Advisors LLC | 5,800 | $271K | 0.1% | N/A | 0.022% | |
4/23/2025 | Golden State Wealth Management LLC | 6,380 | $298K | 0.0% | +48.2% | 0.024% | |
4/23/2025 | Sage Financial Management Group Inc. | 7,930 | $370K | 0.1% | +96.1% | 0.030% | |
4/23/2025 | Keystone Financial Services | 20,309 | $948K | 0.4% | +19.3% | 0.076% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 67,363 | $3.14M | 0.6% | -5.7% | 0.253% | |
4/22/2025 | JFS Wealth Advisors LLC | 4,641 | $217K | 0.0% | +6.7% | 0.017% | |
4/22/2025 | MBE Wealth Management LLC | 11,890 | $555K | 0.3% | +146.1% | 0.045% | |