7/2/2025 | Waller Financial Planning Group Inc. | 39,286 | $3.04M | 0.7% | +12.6% | 0.013% | |
7/1/2025 | BancFirst Trust & Investment Management | 33,142 | $2.56M | 1.2% | +10.6% | 0.011% | |
6/17/2025 | Howe & Rusling Inc. | 1,018 | $78K | 0.0% | +74.6% | 0.000% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 12,338 | $945K | 0.5% | +2.7% | 0.004% | |
6/4/2025 | First Hawaiian Bank | 103,188 | $7.90M | 0.4% | +241.7% | 0.034% | |
6/3/2025 | Invst LLC | 44,738 | $3.43M | 0.5% | -13.3% | 0.015% | |
5/29/2025 | Plum Street Advisors LLC | 18,036 | $1.38M | 0.7% | -4.9% | 0.006% | |
5/28/2025 | Jones Financial Companies Lllp | 1,658,980 | $126.79M | 0.1% | +10.0% | 0.549% | |
5/28/2025 | Vista Cima Wealth Management LLC | 15,752 | $1.21M | 0.9% | +8.8% | 0.005% | |
5/28/2025 | Wealth Management Associates Inc. | 32,659 | $2.50M | 1.1% | +8.1% | 0.011% | |
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5/21/2025 | Beacon Capital Management Inc. | 6,022,945 | $456.66M | 22.7% | +624.3% | 1.993% | |
5/21/2025 | McAdam LLC | 7,223 | $553K | 0.0% | +29.1% | 0.002% | |
5/21/2025 | Geneos Wealth Management Inc. | 350,018 | $26.80M | 0.9% | +0.6% | 0.116% | |
5/20/2025 | Focus Partners Wealth | 69,945 | $5.36M | 0.0% | +20.4% | 0.023% | |
5/19/2025 | SageView Advisory Group LLC | 16,114 | $1.23M | 0.1% | -58.4% | 0.005% | |
5/19/2025 | Advisory Alpha LLC | 31,144 | $2.39M | 0.1% | +7.5% | 0.010% | |
5/16/2025 | Prostatis Group LLC | 74,603 | $5.71M | 1.8% | +11.1% | 0.025% | |
5/16/2025 | Semmax Financial Advisors Inc. | 26,338 | $2M | 0.5% | -6.6% | 0.009% | |
5/16/2025 | Ascent Group LLC | 37,740 | $2.89M | 0.1% | +77.7% | 0.012% | |
5/16/2025 | Arete Wealth Advisors LLC | 4,264 | $326K | 0.0% | N/A | 0.001% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 165,456 | $12.67M | 0.5% | +3.4% | 0.055% | |
5/16/2025 | Goldman Sachs Group Inc. | 7,972,446 | $610.45M | 0.1% | +3.1% | 2.644% | |
5/16/2025 | Kestra Investment Management LLC | 4,271 | $327K | 0.0% | +71.1% | 0.001% | |
5/16/2025 | Cape Investment Advisory Inc. | 1,460 | $112K | 0.0% | +95.2% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 1,187,195 | $90.62M | 0.1% | -21.3% | 0.393% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 1,288 | $99K | 0.1% | -21.3% | 0.000% | |
5/16/2025 | Talon Private Wealth LLC | 4,682 | $359K | 0.0% | -21.7% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 184,910 | $14.16M | 0.1% | +6.5% | 0.061% | |
5/16/2025 | Integrated Wealth Concepts LLC | 22,424 | $1.72M | 0.0% | -2.1% | 0.007% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 27,193 | $2.08M | 0.2% | +1.1% | 0.009% | |
5/16/2025 | Ancora Advisors LLC | 4,831 | $370K | 0.0% | -5.2% | 0.002% | |
5/15/2025 | EP Wealth Advisors LLC | 5,394,520 | $413.06M | 3.3% | +17.9% | 1.785% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 139,588 | $10.69M | 0.2% | +20.9% | 0.046% | |
5/15/2025 | Alamar Capital Management LLC | 7,457 | $571K | 0.3% | +20.2% | 0.002% | |
5/15/2025 | Royal Bank of Canada | 1,909,670 | $146.22M | 0.0% | +6.3% | 0.632% | |
5/15/2025 | Betterment LLC | 249,003 | $19.07M | 0.0% | +13.3% | 0.082% | |
5/15/2025 | MAI Capital Management | 239,631 | $18.35M | 0.1% | +3.4% | 0.079% | |
5/15/2025 | Calton & Associates Inc. | 6,643 | $509K | 0.1% | N/A | 0.002% | |
5/15/2025 | Wit LLC | 839,603 | $68.62M | 1.7% | +117,987.6% | 0.278% | |
5/15/2025 | Connecticut Wealth Management LLC | 52,758 | $4.04M | 0.2% | N/A | 0.017% | |
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5/15/2025 | Baird Financial Group Inc. | 3,375,737 | $258.48M | 0.5% | +5.4% | 1.117% | |
5/15/2025 | Tumwater Wealth Management LLC | 184,162 | $14.10M | 7.4% | +4.6% | 0.061% | |
5/15/2025 | WPG Advisers LLC | 9,199 | $704K | 0.7% | N/A | 0.003% | |
5/15/2025 | Graney & King LLC | 20,648 | $1.58M | 1.2% | +5.0% | 0.007% | |
5/15/2025 | Hanover Advisors Inc. | 114,533 | $8.77M | 3.8% | -2.9% | 0.038% | |
5/14/2025 | Truvestments Capital LLC | 20,697 | $1.59M | 0.3% | N/A | 0.007% | |
5/14/2025 | Ieq Capital LLC | 29,470 | $2.26M | 0.0% | +3.5% | 0.010% | |
5/14/2025 | CreativeOne Wealth LLC | 231,119 | $17.70M | 0.5% | +4.1% | 0.076% | |
5/14/2025 | Warwick Investment Management Inc. | 55,036 | $4.21M | 0.9% | -10.3% | 0.018% | |
5/14/2025 | Redwood Investment Management LLC | 4,179 | $320K | 0.0% | -12.2% | 0.001% | |
5/14/2025 | Per Stirling Capital Management LLC. | 23,028 | $1.76M | 0.3% | +3.9% | 0.008% | |
5/14/2025 | Apexium Financial LP | 4,489 | $344K | 0.0% | +10.0% | 0.001% | |
5/14/2025 | Comerica Bank | 1,257,061 | $96.25M | 0.4% | +2.3% | 0.416% | |
5/14/2025 | Freedom Investment Management Inc. | 22,074 | $1.69M | 0.1% | +2.1% | 0.007% | |
5/14/2025 | Synovus Financial Corp | 96,089 | $7.36M | 0.1% | -6.5% | 0.032% | |
5/14/2025 | Smartleaf Asset Management LLC | 26,166 | $2.00M | 0.2% | +4.3% | 0.009% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,645,584 | $661.99M | 0.5% | +4.1% | 2.861% | |
5/14/2025 | Lionshead Wealth Management LLC | 61,850 | $4.74M | 4.9% | -18.6% | 0.020% | |
5/14/2025 | Sax Wealth Advisors LLC | 9,140 | $700K | 0.1% | N/A | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 178,003 | $13.63M | 0.1% | +1.0% | 0.059% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 282,413 | $21.62M | 2.2% | +13.7% | 0.093% | |
5/14/2025 | Compound Planning Inc. | 3,700 | $283K | 0.0% | -5.5% | 0.001% | |
5/14/2025 | Ameriprise Financial Inc. | 3,930,880 | $300.91M | 0.1% | +3.8% | 1.301% | |
5/14/2025 | CW Advisors LLC | 69,531 | $5.32M | 0.1% | +40.3% | 0.023% | |
5/14/2025 | Summit Financial LLC | 64,318 | $4.93M | 0.1% | +3.7% | 0.021% | |
5/14/2025 | Flow Traders U.S. LLC | 210,880 | $16.15M | 0.7% | N/A | 0.070% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 37,502 | $2.87M | 1.3% | -4.2% | 0.012% | |
5/14/2025 | TFB Advisors LLC | 3,875 | $297K | 0.1% | -15.7% | 0.001% | |
5/14/2025 | Asset Management Group Inc. | 142,360 | $10.90M | 2.0% | +1.1% | 0.047% | |
5/14/2025 | Capital Analysts LLC | 44,655 | $3.42M | 0.1% | +0.5% | 0.015% | |
5/14/2025 | Level Four Advisory Services LLC | 31,164 | $2.39M | 0.1% | +1.3% | 0.010% | |
5/14/2025 | Petix & Botte Co | 6,315 | $484K | 0.1% | -21.8% | 0.002% | |
5/14/2025 | RWA Wealth Partners LLC | 11,044 | $846K | 0.0% | +19.7% | 0.004% | |
5/13/2025 | Aptus Capital Advisors LLC | 101,853 | $7.80M | 0.1% | -4.5% | 0.034% | |
5/13/2025 | Granite Harbor Advisors Inc. | 60,635 | $4.64M | 2.5% | +7.8% | 0.020% | |
5/13/2025 | Brooklyn Investment Group | 5,257 | $403K | 0.1% | N/A | 0.002% | |
5/13/2025 | Tyler Stone Wealth Management | 2,963 | $227K | 0.0% | N/A | 0.001% | |
5/13/2025 | Raymond James Financial Inc. | 1,601,097 | $122.60M | 0.0% | +14.6% | 0.533% | |
5/13/2025 | Elevatus Welath Management | 7,699 | $590K | 0.3% | +22.3% | 0.003% | |
5/13/2025 | Cresset Asset Management LLC | 15,643 | $1.20M | 0.0% | +427.2% | 0.005% | |
5/13/2025 | Boston Family Office LLC | 41,322 | $3.16M | 0.2% | -9.9% | 0.014% | |
5/13/2025 | EverSource Wealth Advisors LLC | 118,791 | $9.10M | 0.5% | -12.2% | 0.040% | |
5/13/2025 | Stephen J. Garry & Associates LLC | 104,373 | $7.99M | 7.5% | +3.3% | 0.035% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 136,343 | $10.44M | 0.3% | N/A | 0.045% | |
5/13/2025 | American Money Management LLC | 244,254 | $18.70M | 3.5% | +5.2% | 0.081% | |
5/13/2025 | Francis Financial Inc. | 574,692 | $44.00M | 10.7% | +8.9% | 0.191% | |
5/13/2025 | HighTower Advisors LLC | 517,577 | $39.63M | 0.1% | +17.4% | 0.172% | |
5/12/2025 | Mustard Seed Financial LLC | 122,764 | $9.40M | 7.6% | +9.7% | 0.041% | |
5/12/2025 | PCG Asset Management LLC | 65,562 | $5.02M | 4.7% | +3.7% | 0.022% | |
5/12/2025 | Tranquilli Financial Advisor LLC | 49,246 | $3.77M | 2.4% | +43.8% | 0.016% | |
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5/12/2025 | Financial Engines Advisors L.L.C. | 402,197 | $30.80M | 0.1% | -5.9% | 0.134% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 63,769 | $4.88M | 0.4% | -1.0% | 0.021% | |
5/12/2025 | Houlihan Financial Resource Group Ltd. | 34,179 | $2.62M | 1.2% | -1.5% | 0.011% | |
5/12/2025 | Meridian Wealth Management LLC | 20,315 | $1.56M | 0.1% | -8.3% | 0.007% | |
5/12/2025 | Maia Wealth LLC | 10,025 | $757K | 0.2% | +20.5% | 0.003% | |
5/12/2025 | SouthState Corp | 1,150 | $88K | 0.0% | +82.5% | 0.000% | |
5/12/2025 | Cooper Financial Group | 438,548 | $33.58M | 4.4% | +9.5% | 0.146% | |
5/12/2025 | Aveo Capital Partners LLC | 30,104 | $2.30M | 0.4% | -24.1% | 0.010% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 49,386 | $3.78M | 0.7% | -5.1% | 0.016% | |
5/12/2025 | Invesco Ltd. | 11,303 | $865K | 0.0% | +1.6% | 0.004% | |