6/2/2025 | Modern Wealth Management LLC | 12,381 | $589K | 0.0% | -17.8% | 0.012% | |
5/21/2025 | Geneos Wealth Management Inc. | 8,333 | $397K | 0.0% | -4.1% | 0.008% | |
5/20/2025 | Focus Partners Wealth | 7,095 | $338K | 0.0% | +74.2% | 0.007% | |
5/20/2025 | Integrity Alliance LLC. | 6,864 | $327K | 0.0% | N/A | 0.007% | |
5/16/2025 | Arete Wealth Advisors LLC | 18,774 | $893K | 0.1% | +10.4% | 0.018% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 5,870 | $279K | 0.0% | -17.9% | 0.006% | |
5/16/2025 | Jones Financial Companies Lllp | 8,540 | $406K | 0.0% | -74.2% | 0.008% | |
5/16/2025 | NewEdge Advisors LLC | 93,505 | $4.45M | 0.0% | -9.0% | 0.092% | |
5/16/2025 | Integrated Wealth Concepts LLC | 17,244 | $820K | 0.0% | -4.9% | 0.017% | |
5/16/2025 | Banque Transatlantique SA | 1,816 | $80K | 0.0% | +638.2% | 0.002% | |
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5/15/2025 | Federation des caisses Desjardins du Quebec | 29,669 | $1.41M | 0.0% | +3.5% | 0.029% | |
5/15/2025 | Chiron Capital Management LLC | 5,515 | $262K | 0.2% | -22.5% | 0.005% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 7,815 | $372K | 0.0% | +9.2% | 0.008% | |
5/15/2025 | Betterment LLC | 6,181 | $294K | 0.0% | -6.8% | 0.006% | |
5/15/2025 | MAI Capital Management | 2,641 | $126K | 0.0% | -14.9% | 0.003% | |
5/15/2025 | Caption Management LLC | 162,100 | $7.71M | 0.1% | N/A | 0.159% | |
5/15/2025 | DRW Securities LLC | 52,764 | $2.51M | 0.1% | +90.4% | 0.052% | |
5/15/2025 | Ardmore Road Asset Management LP | 270,000 | $12.85M | 1.3% | N/A | 0.265% | |
5/15/2025 | Titleist Asset Management LLC | 150,646 | $7.17M | 0.8% | +17.9% | 0.148% | |
5/15/2025 | Baird Financial Group Inc. | 212,537 | $10.11M | 0.0% | -3.3% | 0.209% | |
5/15/2025 | Activest Wealth Management | 937 | $45K | 0.0% | -49.7% | 0.001% | |
5/15/2025 | OLD Mission Capital LLC | 5,799 | $276K | 0.0% | N/A | 0.006% | |
5/15/2025 | Vident Advisory LLC | 5,034 | $240K | 0.0% | -23.1% | 0.005% | |
5/15/2025 | Safe Harbor Fiduciary LLC | 1,000 | $48K | 0.0% | N/A | 0.001% | |
5/15/2025 | WPG Advisers LLC | 3,592 | $171K | 0.2% | N/A | 0.004% | |
5/15/2025 | Graney & King LLC | 856 | $41K | 0.0% | -19.9% | 0.001% | |
5/14/2025 | Wealth Preservation Advisors LLC | 1,030 | $49K | 0.0% | N/A | 0.001% | |
5/14/2025 | Ieq Capital LLC | 6,310 | $300K | 0.0% | +40.2% | 0.006% | |
5/14/2025 | CreativeOne Wealth LLC | 10,546 | $502K | 0.0% | N/A | 0.010% | |
5/14/2025 | Quadcap Wealth Management LLC | 5,279 | $251K | 0.0% | -5.6% | 0.005% | |
5/14/2025 | WCG Wealth Advisors LLC | 19,750 | $940K | 0.1% | -2.9% | 0.019% | |
5/14/2025 | Comerica Bank | 2,568 | $122K | 0.0% | -41.3% | 0.003% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 15,855 | $753K | 0.0% | -13.3% | 0.016% | |
5/14/2025 | Quantitative Investment Management LLC | 69,912 | $3.33M | 0.3% | +570.1% | 0.069% | |
5/14/2025 | SVB Wealth LLC | 596 | $28K | 0.0% | N/A | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 184,077 | $8.76M | 0.0% | -31.4% | 0.181% | |
5/14/2025 | Kestra Advisory Services LLC | 87,644 | $4.17M | 0.0% | -15.5% | 0.086% | |
5/14/2025 | Purus Wealth Management LLC | 32,585 | $1.55M | 0.7% | -2.7% | 0.032% | |
5/14/2025 | Compound Planning Inc. | 7,895 | $376K | 0.0% | -4.9% | 0.008% | |
5/14/2025 | M Holdings Securities Inc. | 15,354 | $731K | 0.1% | N/A | 0.015% | |
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5/13/2025 | Aptus Capital Advisors LLC | 14,701 | $699K | 0.0% | -2.6% | 0.014% | |
5/13/2025 | Seven Mile Advisory | 4,316 | $205K | 0.1% | N/A | 0.004% | |
5/13/2025 | Intrepid Financial Planning Group LLC | 36,209 | $1.72M | 0.8% | -2.1% | 0.036% | |
5/13/2025 | Raymond James Financial Inc. | 933,304 | $44.41M | 0.0% | -2.9% | 0.916% | |
5/13/2025 | Cresset Asset Management LLC | 430,970 | $20.51M | 0.1% | -7.3% | 0.423% | |
5/13/2025 | EverSource Wealth Advisors LLC | 14,144 | $673K | 0.0% | +73.7% | 0.014% | |
5/13/2025 | HighTower Advisors LLC | 141,473 | $6.73M | 0.0% | -10.2% | 0.131% | |
5/12/2025 | Houlihan Financial Resource Group Ltd. | 7,829 | $373K | 0.2% | -10.3% | 0.007% | |
5/12/2025 | JPMorgan Chase & Co. | 3,890,615 | $185.12M | 0.0% | +57.6% | 3.601% | |
5/12/2025 | Townsquare Capital LLC | 7,998 | $381K | 0.0% | N/A | 0.007% | |
5/12/2025 | Sloy Dahl & Holst LLC | 20,077 | $955K | 0.2% | -6.6% | 0.019% | |
5/12/2025 | Citigroup Inc. | 1,847,706 | $87.91M | 0.0% | -24.5% | 1.710% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 5,285 | $251K | 0.1% | -21.1% | 0.005% | |
5/9/2025 | Chicago Partners Investment Group LLC | 5,784 | $287K | 0.0% | N/A | 0.005% | |
5/9/2025 | Commonwealth Financial Services LLC | 27,314 | $1.30M | 0.3% | -45.5% | 0.025% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 25,676 | $1.22M | 0.7% | -36.7% | 0.024% | |
5/9/2025 | WealthShield Partners LLC | 4,543 | $216K | 0.0% | +27.2% | 0.004% | |
5/9/2025 | MGB Wealth Management LLC | 1,433 | $68K | 0.0% | N/A | 0.001% | |
5/9/2025 | Total Investment Management Inc. | 11,117 | $529K | 0.1% | -5.1% | 0.010% | |
5/9/2025 | Atria Wealth Solutions Inc. | 98,935 | $4.71M | 0.1% | +64.4% | 0.092% | |
5/9/2025 | Cary Street Partners Financial LLC | 37,104 | $1.77M | 0.1% | -7.0% | 0.034% | |
5/9/2025 | Advyzon Investment Management LLC | 9,482 | $451K | 0.2% | -5.2% | 0.009% | |
5/9/2025 | NBZ Investment Advisors LLC | 83,362 | $3.97M | 2.3% | -9.5% | 0.077% | |
5/9/2025 | Kickstand Ventures LLC. | 12,085 | $575K | 0.1% | +15.2% | 0.011% | |
5/9/2025 | IPG Investment Advisors LLC | 4,716 | $224K | 0.1% | -16.0% | 0.004% | |
5/9/2025 | Commonwealth Equity Services LLC | 350,924 | $16.70M | 0.0% | -23.2% | 0.325% | |
5/9/2025 | Blair William & Co. IL | 45,522 | $2.17M | 0.0% | -52.5% | 0.042% | |
5/9/2025 | Blue Sky Capital Consultants Group Inc. | 84,697 | $4.03M | 2.6% | +3.7% | 0.078% | |
5/9/2025 | Scotia Capital Inc. | 54,807 | $2.61M | 0.0% | -6.0% | 0.051% | |
5/9/2025 | Banco Santander S.A. | 13,440 | $639K | 0.0% | -17.9% | 0.012% | |
5/9/2025 | PNC Financial Services Group Inc. | 11,426 | $544K | 0.0% | -4.8% | 0.011% | |
5/8/2025 | IFG Advisory LLC | 7,744 | $368K | 0.0% | -11.4% | 0.007% | |
5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 97,327 | $4.63M | 1.5% | -3.4% | 0.090% | |
5/8/2025 | Clearwater Capital Advisors LLC | 70,511 | $3.36M | 0.3% | -3.3% | 0.065% | |
5/8/2025 | US Bancorp DE | 3,624 | $172K | 0.0% | -8.4% | 0.003% | |
5/8/2025 | Harbour Investments Inc. | 10,709 | $510K | 0.0% | -13.8% | 0.010% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 5,719 | $272K | 0.1% | -26.2% | 0.005% | |
5/8/2025 | Sovereign Investment Advisors LLC | 62,728 | $3.14M | 1.1% | N/A | 0.058% | |
5/8/2025 | Arkadios Wealth Advisors | 29,971 | $1.43M | 0.1% | +150.7% | 0.028% | |
5/8/2025 | Marshall Investment Management LLC | 2,700 | $128K | 0.1% | -18.4% | 0.002% | |
5/7/2025 | Foundations Investment Advisors LLC | 8,024 | $382K | 0.0% | -5.1% | 0.007% | |
5/7/2025 | Atlas Legacy Advisors LLC | 13,809 | $657K | 0.2% | -25.0% | 0.013% | |
5/7/2025 | LPL Financial LLC | 2,008,797 | $95.58M | 0.0% | -4.4% | 1.859% | |
5/7/2025 | ARK Investment Management LLC | 82,932 | $3.95M | 0.0% | +148.8% | 0.077% | |
5/7/2025 | HB Wealth Management LLC | 9,107 | $433K | 0.0% | +4.2% | 0.008% | |
5/7/2025 | First Heartland Consultants Inc. | 11,498 | $547K | 0.1% | +35.3% | 0.011% | |
5/7/2025 | Stevens Capital Management LP | 38,700 | $1.84M | 0.5% | +533.2% | 0.036% | |
5/7/2025 | Trilogy Capital Inc. | 5,588 | $266K | 0.0% | -9.1% | 0.005% | |
5/6/2025 | Cetera Investment Advisers | 281,120 | $13.38M | 0.0% | -26.8% | 0.260% | |
5/6/2025 | Avantax Advisory Services Inc. | 42,798 | $2.04M | 0.0% | +8.0% | 0.040% | |
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5/6/2025 | Gilbert & Cook Inc. | 6,394 | $304K | 0.0% | +34.9% | 0.006% | |
5/6/2025 | Principle Wealth Partners LLC | 10,965 | $522K | 0.0% | -6.9% | 0.010% | |
5/6/2025 | Carnegie Investment Counsel | 29,980 | $1.43M | 0.0% | +51.5% | 0.028% | |
5/6/2025 | Ascension Capital Advisors Inc. | 375,005 | $17.84M | 8.2% | +0.3% | 0.347% | |
5/6/2025 | PFG Advisors | 51,136 | $2.43M | 0.1% | -12.1% | 0.047% | |
5/5/2025 | Lindbrook Capital LLC | 3,560 | $169K | 0.0% | +535.7% | 0.003% | |
5/5/2025 | J.W. Cole Advisors Inc. | 28,284 | $1.35M | 0.0% | +39.7% | 0.026% | |
5/5/2025 | IFP Advisors Inc | 14,192 | $675K | 0.0% | +2.4% | 0.013% | |
5/5/2025 | Cassaday & Co Wealth Management LLC | 20,166 | $959K | 0.0% | N/A | 0.019% | |
5/5/2025 | Kestra Private Wealth Services LLC | 89,543 | $4.26M | 0.1% | +10.3% | 0.083% | |