7/8/2025 | Parallel Advisors LLC | 59,430 | $1.76M | 0.0% | -14.6% | 0.031% | |
7/8/2025 | Peirce Capital Management LLC | 480,172 | $14.25M | 6.3% | -2.0% | 0.254% | |
7/7/2025 | O Connor Financial Group LLC | 224,078 | $6.74M | 3.0% | +4.5% | 0.118% | |
7/7/2025 | RF&L Wealth Management LLC | 27,825 | $826K | 0.5% | +45.4% | 0.015% | |
7/7/2025 | Versant Capital Management Inc | 200,345 | $5.95M | 0.9% | +13.2% | 0.106% | |
7/7/2025 | Peterson Wealth Advisors LLC | 175,720 | $5.22M | 0.9% | +13.7% | 0.093% | |
7/7/2025 | Discipline Wealth Solutions LLC | 308,542 | $9.16M | 3.5% | +7.3% | 0.163% | |
7/7/2025 | RB Capital Management LLC | 10,638 | $316K | 0.1% | +25.4% | 0.006% | |
7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 16,536 | $491K | 0.3% | N/A | 0.009% | |
7/3/2025 | Lam Group Inc. | 15,030 | $446K | 0.3% | -3.7% | 0.008% | |
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7/3/2025 | Trust Co of the South | 315,668 | $9.37M | 1.7% | +37.0% | 0.167% | |
7/3/2025 | Fiduciary Financial Group LLC | 98,494 | $2.93M | 0.5% | +23.9% | 0.052% | |
7/2/2025 | Helen Stephens Group LLC | 92,581 | $2.75M | 0.7% | +62.8% | 0.049% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 395,115 | $10.46M | 5.2% | +8.1% | 0.215% | |
5/30/2025 | Porter White Investment Advisors Inc. | 129,346 | $3.42M | 1.7% | N/A | 0.071% | |
5/21/2025 | Geneos Wealth Management Inc. | 154,408 | $4.09M | 0.1% | +5.0% | 0.085% | |
5/20/2025 | Focus Partners Wealth | 6,359,192 | $168.26M | 0.4% | +11.7% | 3.494% | |
5/20/2025 | Integrity Alliance LLC. | 250,435 | $6.63M | 0.3% | N/A | 0.138% | |
5/19/2025 | Jane Street Group LLC | 1,420,387 | $37.58M | 0.0% | N/A | 0.780% | |
5/19/2025 | SageView Advisory Group LLC | 39,499 | $1.05M | 0.0% | -0.9% | 0.022% | |
5/19/2025 | Client 1ST Advisory Group LLC | 224,627 | $5.94M | 2.3% | -2.9% | 0.123% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 9,466 | $250K | 0.0% | +5.2% | 0.005% | |
5/16/2025 | Guardian Partners Inc. | 421,428 | $10.76M | 1.1% | +5.4% | 0.232% | |
5/16/2025 | Jones Financial Companies Lllp | 110,458 | $2.99M | 0.0% | N/A | 0.061% | |
5/16/2025 | Plancorp LLC | 136,830 | $3.62M | 0.1% | N/A | 0.075% | |
5/16/2025 | NewEdge Advisors LLC | 509,358 | $13.48M | 0.1% | -6.4% | 0.281% | |
5/16/2025 | Integrated Wealth Concepts LLC | 135,081 | $3.57M | 0.0% | +9.2% | 0.074% | |
5/16/2025 | Investmark Advisory Group LLC | 7,608 | $201K | 0.1% | N/A | 0.004% | |
5/16/2025 | Jentner Corp | 563,158 | $14.90M | 4.5% | +0.7% | 0.310% | |
5/16/2025 | Copperleaf Capital LLC | 39,984 | $1.06M | 0.6% | +3.9% | 0.022% | |
5/16/2025 | AQR Capital Management LLC | 34,737 | $919K | 0.0% | +6.6% | 0.019% | |
5/15/2025 | Family Office Research LLC | 116,213 | $3.08M | 1.5% | -9.6% | 0.064% | |
5/15/2025 | EP Wealth Advisors LLC | 210,119 | $5.56M | 0.0% | +10.9% | 0.116% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 6,109,641 | $161.66M | 2.5% | +18.8% | 3.368% | |
5/15/2025 | Flputnam Investment Management Co. | 56,516 | $1.50M | 0.0% | -68.2% | 0.031% | |
5/15/2025 | Royal Bank of Canada | 28,538 | $755K | 0.0% | +7.8% | 0.016% | |
5/15/2025 | Betterment LLC | 877,048 | $23.21M | 0.1% | +6.4% | 0.483% | |
5/15/2025 | OLD Mission Capital LLC | 107,824 | $2.85M | 0.0% | N/A | 0.059% | |
5/14/2025 | RB Capital Management LLC | 8,483 | $224K | 0.1% | N/A | 0.005% | |
5/14/2025 | CreativeOne Wealth LLC | 20,997 | $556K | 0.0% | +10.4% | 0.012% | |
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5/14/2025 | Entrewealth LLC | 89,917 | $2.38M | 1.8% | -14.7% | 0.050% | |
5/14/2025 | Jane Street Group LLC | 1,420,387 | $37.58M | 0.0% | N/A | 0.783% | |
5/14/2025 | Hill Investment Group Partners LLC | 1,609,193 | $42.58M | 5.8% | -1.7% | 0.887% | |
5/14/2025 | Comerica Bank | 945 | $25K | 0.0% | +279.5% | 0.001% | |
5/14/2025 | Freedom Investment Management Inc. | 9,452 | $250K | 0.0% | +5.2% | 0.005% | |
5/14/2025 | Smartleaf Asset Management LLC | 58,132 | $1.55M | 0.1% | +2.7% | 0.032% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 74,878 | $1.98M | 0.0% | +88.3% | 0.041% | |
5/14/2025 | Kestra Advisory Services LLC | 126,602 | $3.35M | 0.0% | -6.8% | 0.070% | |
5/14/2025 | Miramar Fiduciary Corp | 1,049,355 | $27.77M | 25.0% | +6.8% | 0.578% | |
5/14/2025 | CW Advisors LLC | 11,155 | $295K | 0.0% | N/A | 0.006% | |
5/14/2025 | Kaufman Rossin Wealth LLC | 298,519 | $7.90M | 5.6% | +4.9% | 0.165% | |
5/14/2025 | VanderPol Investments L.L.C. | 10,172 | $269K | 0.6% | +23.1% | 0.006% | |
5/14/2025 | Heritage Financial Services LLC | 1,861,920 | $49.27M | 4.9% | -23.1% | 1.026% | |
5/14/2025 | Sensible Money LLC | 637,927 | $16.88M | 7.2% | +10.2% | 0.352% | |
5/13/2025 | RW Investment Management LLC | 1,780,739 | $47.12M | 5.8% | -1.1% | 0.982% | |
5/13/2025 | Cresset Asset Management LLC | 23,453 | $621K | 0.0% | +6.0% | 0.013% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 1,292,491 | $34.20M | 0.8% | -22.6% | 0.713% | |
5/13/2025 | American Investment Services Inc. | 239,599 | $6.34M | 1.1% | +3.6% | 0.132% | |
5/13/2025 | EverSource Wealth Advisors LLC | 79,131 | $2.09M | 0.1% | +11.5% | 0.044% | |
5/13/2025 | Watchman Group Inc. | 350,030 | $9.26M | 2.6% | -2.5% | 0.193% | |
5/13/2025 | Waypoint Wealth Partners Inc. | 141,877 | $3.75M | 1.0% | +2.1% | 0.078% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 467,579 | $12.37M | 0.3% | +10.7% | 0.258% | |
5/13/2025 | Evensky & Katz LLC | 2,436,220 | $64.46M | 4.3% | +4.3% | 1.343% | |
5/13/2025 | HighTower Advisors LLC | 4,475,530 | $118.42M | 0.2% | +7.6% | 2.467% | |
5/13/2025 | Sterling Wealth Advisors Inc | 27,347 | $724K | 0.6% | +11.0% | 0.015% | |
5/12/2025 | Mustard Seed Financial LLC | 11,971 | $317K | 0.3% | -3.2% | 0.007% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 451,519 | $11.95M | 0.0% | -0.8% | 0.249% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 457,858 | $12.20M | 1.0% | +8.8% | 0.252% | |
5/12/2025 | Aveo Capital Partners LLC | 67,172 | $1.82M | 0.3% | -2.8% | 0.037% | |
5/12/2025 | Arcadia Wealth Management Inc. | 133,207 | $3.53M | 2.7% | +25.6% | 0.073% | |
5/12/2025 | Townsquare Capital LLC | 39,490 | $1.05M | 0.0% | +71.4% | 0.022% | |
5/12/2025 | Truepoint Inc. | 4,908,258 | $129.87M | 3.5% | +3.4% | 2.706% | |
5/12/2025 | Savvy Advisors Inc. | 68,271 | $1.81M | 0.2% | -28.8% | 0.038% | |
5/12/2025 | AlphaCore Capital LLC | 1,405 | $37K | 0.0% | N/A | 0.001% | |
5/12/2025 | One Degree Advisors Inc | 176,021 | $4.66M | 1.9% | +6.5% | 0.097% | |
5/9/2025 | Keb Asset Management LLC | 445,314 | $11.78M | 3.4% | +15.2% | 0.245% | |
5/9/2025 | VeraBank N.A. | 104,460 | $2.76M | 0.8% | -19.3% | 0.058% | |
5/9/2025 | Chicago Partners Investment Group LLC | 46,848 | $1.27M | 0.0% | +170.6% | 0.026% | |
5/9/2025 | Pinney & Scofield Inc. | 48,633 | $1.29M | 0.9% | +24.0% | 0.027% | |
5/9/2025 | North Ridge Wealth Advisors Inc. | 179,771 | $4.76M | 3.2% | +3.5% | 0.099% | |
5/9/2025 | Hemington Wealth Management | 734,519 | $19.44M | 3.0% | +203.5% | 0.405% | |
5/9/2025 | Warburton Capital Management LLC | 21,729 | $574K | 0.4% | +23.3% | 0.012% | |
5/9/2025 | Atria Wealth Solutions Inc. | 8,307 | $220K | 0.0% | N/A | 0.005% | |
5/9/2025 | BCR Wealth Strategies LLC | 538,480 | $14.25M | 6.3% | +4.4% | 0.297% | |
5/9/2025 | W.H. Cornerstone Investments Inc. | 82,008 | $2.17M | 1.5% | +21.2% | 0.045% | |
5/9/2025 | Earned Wealth Advisors LLC | 19,250 | $509K | 0.1% | +17.5% | 0.011% | |
5/9/2025 | Commonwealth Equity Services LLC | 567,171 | $15.01M | 0.0% | +2.6% | 0.313% | |
5/9/2025 | Liberty Wealth Management LLC | 695,881 | $18.41M | 0.3% | +184.1% | 0.384% | |
5/8/2025 | Hurlow Wealth Management Group Inc. | 80,372 | $2.13M | 0.7% | +16.2% | 0.044% | |
5/8/2025 | Tillman Hartley LLC | 286,559 | $7.58M | 2.2% | +0.5% | 0.158% | |
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5/8/2025 | Hoxton Planning & Management LLC | 8,514 | $225K | 0.1% | N/A | 0.005% | |
5/8/2025 | Davis R M Inc. | 7,793 | $206K | 0.0% | -20.1% | 0.004% | |
5/8/2025 | Modera Wealth Management LLC | 21,817 | $577K | 0.0% | +65.8% | 0.012% | |
5/8/2025 | Aegis Wealth Management LLC | 50,768 | $1.34M | 0.8% | +20.5% | 0.028% | |
5/8/2025 | Delap Wealth Advisory LLC | 363,419 | $9.62M | 5.4% | +20.0% | 0.200% | |
5/8/2025 | Squire Investment Management Company LLC | 388,385 | $10.28M | 4.3% | +12.7% | 0.214% | |
5/8/2025 | Geneos Wealth Management Inc. | 154,612 | $4.09M | 0.1% | +5.1% | 0.085% | |
5/7/2025 | Lutz Financial Services LLC | 215,342 | $5.70M | 0.5% | +9.3% | 0.119% | |
5/7/2025 | Your Advocates Ltd. LLP | 899,749 | $23.81M | 9.1% | +3.6% | 0.496% | |
5/7/2025 | AWM Capital LLC | 1,335,874 | $35.35M | 4.1% | +1.3% | 0.736% | |