6/13/2025 | Optima Capital LLC | 18,875 | $489K | 0.3% | +11.4% | 0.009% | |
6/3/2025 | Invst LLC | 19,770 | $512K | 0.1% | +25.4% | 0.010% | |
5/30/2025 | Porter White Investment Advisors Inc. | 58,827 | $1.52M | 0.8% | N/A | 0.029% | |
5/29/2025 | Parkshore Wealth Management Inc. | 138,887 | $3.60M | 2.1% | +22.9% | 0.068% | |
5/27/2025 | Jacobi Capital Management LLC | 111,340 | $2.88M | 0.2% | +20.0% | 0.054% | |
5/21/2025 | Geneos Wealth Management Inc. | 5,425 | $140K | 0.0% | +315.7% | 0.003% | |
5/20/2025 | Focus Partners Wealth | 1,524,733 | $39.48M | 0.1% | +35.5% | 0.750% | |
5/19/2025 | Jane Street Group LLC | 306,083 | $7.92M | 0.0% | N/A | 0.151% | |
5/19/2025 | Advisory Alpha LLC | 207,419 | $5.37M | 0.2% | +0.9% | 0.102% | |
5/19/2025 | Trinity Financial Advisors LLC | 200,333 | $5.12M | 1.8% | +0.9% | 0.099% | |
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5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 73,950 | $1.92M | 0.0% | N/A | 0.036% | |
5/16/2025 | Pinnacle Family Advisors LLC | 12,025 | $311K | 0.2% | +3.5% | 0.006% | |
5/16/2025 | NewEdge Advisors LLC | 17,406 | $451K | 0.0% | -22.3% | 0.009% | |
5/16/2025 | Integrated Wealth Concepts LLC | 369,241 | $9.56M | 0.1% | +0.3% | 0.182% | |
5/16/2025 | Investmark Advisory Group LLC | 67,027 | $1.74M | 0.9% | +10.1% | 0.033% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 286,361 | $7.41M | 0.6% | +2.8% | 0.141% | |
5/16/2025 | AlTi Global Inc. | 109,800 | $2.84M | 0.1% | +100.0% | 0.054% | |
5/15/2025 | EP Wealth Advisors LLC | 359,709 | $9.31M | 0.1% | -28.2% | 0.177% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 715,493 | $18.52M | 0.3% | +18.2% | 0.352% | |
5/15/2025 | Royal Bank of Canada | 1,473,346 | $38.15M | 0.0% | +6.3% | 0.725% | |
5/15/2025 | Betterment LLC | 367,414 | $9.51M | 0.0% | -1.1% | 0.181% | |
5/15/2025 | MAI Capital Management | 263,250 | $6.82M | 0.1% | +5.9% | 0.129% | |
5/15/2025 | Baird Financial Group Inc. | 74,872 | $1.94M | 0.0% | +118.5% | 0.037% | |
5/15/2025 | Evergreen Capital Management LLC | 344,790 | $8.93M | 0.3% | -6.7% | 0.170% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 147,687 | $3.82M | 2.8% | +218.2% | 0.073% | |
5/15/2025 | Tortoise Investment Management LLC | 288,133 | $7.46M | 0.8% | +14.9% | 0.142% | |
5/15/2025 | Okabena Investment Services Inc. | 34,028 | $881K | 0.2% | -13.0% | 0.017% | |
5/14/2025 | Note Advisors LLC | 114,663 | $2.97M | 2.5% | +53.8% | 0.056% | |
5/14/2025 | BWM Planning LLC | 386,807 | $10.01M | 4.2% | -0.4% | 0.190% | |
5/14/2025 | CreativeOne Wealth LLC | 86,600 | $2.24M | 0.1% | -14.4% | 0.043% | |
5/14/2025 | Entrewealth LLC | 112,785 | $2.92M | 2.2% | +51.9% | 0.055% | |
5/14/2025 | Samalin Investment Counsel LLC | 12,172 | $315K | 0.1% | -33.3% | 0.006% | |
5/14/2025 | Envision Financial Planning LLC | 501,578 | $12.99M | 6.6% | +3.0% | 0.247% | |
5/14/2025 | Orion Capital Management LLC | 8,262 | $214K | 0.1% | +5,759.6% | 0.004% | |
5/14/2025 | Comerica Bank | 25,310 | $655K | 0.0% | -30.8% | 0.012% | |
5/14/2025 | Freedom Investment Management Inc. | 682,072 | $17.66M | 1.5% | -0.7% | 0.336% | |
5/14/2025 | Synovus Financial Corp | 14,915 | $386K | 0.0% | N/A | 0.007% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,496,613 | $38.75M | 0.0% | +15.1% | 0.736% | |
5/14/2025 | Lionshead Wealth Management LLC | 8,602 | $223K | 0.2% | -45.5% | 0.004% | |
5/14/2025 | Sax Wealth Advisors LLC | 158,062 | $4.09M | 0.3% | +16.0% | 0.078% | |
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5/14/2025 | Kestra Advisory Services LLC | 66,222 | $1.71M | 0.0% | -2.4% | 0.033% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 455,684 | $11.80M | 1.2% | -0.5% | 0.224% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 12,099 | $313K | 0.0% | +32.7% | 0.006% | |
5/14/2025 | Arista Wealth Management LLC | 584,322 | $15.13M | 3.7% | +3.8% | 0.287% | |
5/14/2025 | Heritage Financial Services LLC | 82,386 | $2.13M | 0.2% | +4.6% | 0.041% | |
5/14/2025 | Voisard Asset Management Group Inc. | 500,668 | $12.96M | 3.8% | +4.0% | 0.246% | |
5/13/2025 | Aptus Capital Advisors LLC | 261,671 | $6.78M | 0.1% | -1.6% | 0.129% | |
5/13/2025 | Seven Mile Advisory | 157,055 | $4.07M | 2.7% | +4.3% | 0.077% | |
5/13/2025 | Raymond James Financial Inc. | 529,637 | $13.71M | 0.0% | -37.0% | 0.261% | |
5/13/2025 | DDFG Inc | 367,294 | $9.51M | 2.6% | -23.2% | 0.181% | |
5/13/2025 | Cowa LLC | 55,955 | $1.45M | 0.6% | +188.0% | 0.028% | |
5/13/2025 | Oder Investment Management LLC | 52,012 | $1.35M | 1.1% | +5.5% | 0.026% | |
5/13/2025 | Cresset Asset Management LLC | 272,048 | $7.04M | 0.0% | +2.8% | 0.134% | |
5/13/2025 | American Investment Services Inc. | 55,539 | $1.44M | 0.3% | +1.8% | 0.027% | |
5/13/2025 | EverSource Wealth Advisors LLC | 133,000 | $3.44M | 0.2% | +319.6% | 0.065% | |
5/13/2025 | Horizon Investments LLC | 676,047 | $17.50M | 0.5% | -2.0% | 0.333% | |
5/13/2025 | Waypoint Wealth Partners Inc. | 77,048 | $2.00M | 0.6% | -4.3% | 0.038% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 410,300 | $10.62M | 0.1% | +6.9% | 0.202% | |
5/13/2025 | Infinity Wealth Counsel LLC | 14,866 | $385K | 0.4% | +6.9% | 0.007% | |
5/13/2025 | Annandale Capital LLC | 631,775 | $16.36M | 1.0% | +4.0% | 0.311% | |
5/13/2025 | HighTower Advisors LLC | 1,929,590 | $49.96M | 0.1% | +176.4% | 0.949% | |
5/13/2025 | Sterling Wealth Advisors Inc | 215,177 | $5.57M | 4.3% | +2.5% | 0.106% | |
5/12/2025 | Mustard Seed Financial LLC | 69,383 | $1.80M | 1.4% | +3.3% | 0.034% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 51,679 | $1.34M | 0.0% | -23.7% | 0.025% | |
5/12/2025 | Linscomb Wealth Inc. | 105,262 | $2.73M | 0.1% | +14.0% | 0.052% | |
5/12/2025 | SouthState Corp | 439,248 | $11.37M | 0.5% | N/A | 0.216% | |
5/12/2025 | Aveo Capital Partners LLC | 716,141 | $19.01M | 3.1% | -0.3% | 0.352% | |
5/12/2025 | Berger Financial Group Inc | 667,067 | $17.27M | 1.2% | N/A | 0.328% | |
5/12/2025 | Balanced Rock Investment Advisors LLC | 14,783 | $383K | 0.3% | +8.4% | 0.007% | |
5/12/2025 | Townsquare Capital LLC | 12,836 | $332K | 0.0% | -11.3% | 0.006% | |
5/12/2025 | Savvy Advisors Inc. | 15,783 | $409K | 0.0% | N/A | 0.008% | |
5/12/2025 | AlphaCore Capital LLC | 24,945 | $646K | 0.1% | N/A | 0.012% | |
5/9/2025 | Keb Asset Management LLC | 180,927 | $4.68M | 1.3% | +4.4% | 0.089% | |
5/9/2025 | Chicago Partners Investment Group LLC | 36,214 | $961K | 0.0% | -4.6% | 0.018% | |
5/9/2025 | Pinney & Scofield Inc. | 6,567 | $170K | 0.1% | +22.2% | 0.003% | |
5/9/2025 | Navigoe LLC | 119,008 | $3.08M | 2.7% | +3.2% | 0.059% | |
5/9/2025 | PrairieView Partners LLC | 57,485 | $1.49M | 0.2% | -4.7% | 0.028% | |
5/9/2025 | McMill Wealth Management | 216,687 | $5.61M | 2.0% | +9.7% | 0.107% | |
5/9/2025 | Wealthspire Advisors LLC | 2,597,661 | $67.25M | 0.4% | +2.7% | 1.278% | |
5/9/2025 | Aquire Wealth Advisors LLC | 1,255,794 | $32.51M | 10.0% | +5.4% | 0.618% | |
5/9/2025 | Plan Group Financial LLC | 387,218 | $10.03M | 3.6% | +23.0% | 0.190% | |
5/9/2025 | Strategic Investment Solutions Inc. IL | 13,230 | $343K | 0.1% | +81.7% | 0.007% | |
5/9/2025 | Earned Wealth Advisors LLC | 12,446 | $322K | 0.1% | +8.9% | 0.006% | |
5/9/2025 | Commonwealth Equity Services LLC | 601,675 | $15.58M | 0.0% | +63.6% | 0.296% | |
5/9/2025 | L & S Advisors Inc | 33,912 | $878K | 0.1% | -2.3% | 0.017% | |
5/8/2025 | IFG Advisory LLC | 17,593 | $455K | 0.0% | -20.5% | 0.009% | |
5/8/2025 | Helium Advisors LLC | 13,839 | $358K | 0.3% | +16.1% | 0.007% | |
5/8/2025 | Altiora Financial Group LLC | 16,273 | $421K | 0.1% | +44.0% | 0.008% | |
5/8/2025 | Wealthquest Corp | 373,410 | $9.67M | 0.4% | +21.9% | 0.184% | |
5/8/2025 | Tillman Hartley LLC | 101,346 | $2.62M | 0.8% | +14.8% | 0.050% | |
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5/8/2025 | RVW Wealth LLC | 911,129 | $23.59M | 2.2% | -12.9% | 0.448% | |
5/8/2025 | Foster & Motley Inc. | 32,738 | $848K | 0.1% | -1.9% | 0.016% | |
5/8/2025 | Modera Wealth Management LLC | 661,056 | $17.12M | 0.2% | +0.9% | 0.325% | |
5/8/2025 | Aegis Wealth Management LLC | 140,248 | $3.63M | 2.1% | -4.4% | 0.069% | |
5/8/2025 | Arkadios Wealth Advisors | 46,248 | $1.20M | 0.0% | N/A | 0.023% | |
5/7/2025 | Canopy Partners LLC | 9,655 | $250K | 0.1% | -26.6% | 0.005% | |
5/7/2025 | Hurley Capital LLC | 3,626 | $94K | 0.1% | +27.2% | 0.002% | |
5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 209,331 | $5.42M | 0.5% | +0.6% | 0.103% | |
5/7/2025 | AWM Capital LLC | 359,539 | $9.31M | 1.1% | -1.4% | 0.177% | |
5/7/2025 | Werba Rubin Papier Wealth Management | 44,470 | $1.15M | 0.3% | +1.4% | 0.022% | |