5/22/2025 | BOS Asset Management LLC | 5,079 | $314K | 0.1% | +8.9% | 0.001% | |
5/21/2025 | McAdam LLC | 7,707 | $476K | 0.0% | -13.3% | 0.002% | |
5/21/2025 | Geneos Wealth Management Inc. | 43,532 | $2.69M | 0.1% | +12.9% | 0.009% | |
5/20/2025 | Focus Partners Wealth | 636,927 | $39.35M | 0.1% | -20.9% | 0.128% | |
5/20/2025 | Integrity Alliance LLC. | 70,680 | $4.37M | 0.2% | N/A | 0.014% | |
5/20/2025 | Anchor Investment Management LLC | 25,376 | $1.57M | 0.1% | -2.3% | 0.005% | |
5/19/2025 | Jane Street Group LLC | 13,247 | $818K | 0.0% | -75.3% | 0.003% | |
5/19/2025 | SageView Advisory Group LLC | 9,677 | $598K | 0.0% | -17.6% | 0.002% | |
5/16/2025 | American Trust | 635,152 | $39.24M | 9.7% | -54.9% | 0.128% | |
5/16/2025 | Northeast Financial Consultants Inc | 1,469,209 | $90.77M | 4.0% | +1.4% | 0.297% | |
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5/16/2025 | Ascent Group LLC | 5,797 | $358K | 0.0% | +51.1% | 0.001% | |
5/16/2025 | Coppell Advisory Solutions LLC | 279,964 | $17.30M | 1.4% | +8,816.1% | 0.057% | |
5/16/2025 | Arete Wealth Advisors LLC | 70,228 | $4.34M | 0.3% | -11.3% | 0.014% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 14,270 | $882K | 0.0% | +68.7% | 0.003% | |
5/16/2025 | Goldman Sachs Group Inc. | 4,523,223 | $279.45M | 0.0% | +3.0% | 0.913% | |
5/16/2025 | Knightsbridge Asset Management LLC | 162,985 | $10.07M | 2.5% | +0.6% | 0.033% | |
5/16/2025 | Jones Financial Companies Lllp | 1,846,200 | $108.12M | 0.1% | -56.3% | 0.373% | |
5/16/2025 | Talon Private Wealth LLC | 13,609 | $841K | 0.1% | -22.3% | 0.003% | |
5/16/2025 | Rise Advisors LLC | 445 | $27K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ruggaard & Associates LLC | 20,468 | $1.27M | 0.6% | +18.9% | 0.004% | |
5/16/2025 | NewEdge Advisors LLC | 685,791 | $42.37M | 0.2% | +16.5% | 0.138% | |
5/16/2025 | Integrated Wealth Concepts LLC | 245,707 | $15.18M | 0.2% | +5.9% | 0.050% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 3,000 | $185K | 0.0% | -83.0% | 0.001% | |
5/16/2025 | Curi RMB Capital LLC | 13,542 | $837K | 0.0% | -15.9% | 0.003% | |
5/16/2025 | AQR Capital Management LLC | 13,842 | $855K | 0.0% | +95.4% | 0.003% | |
5/16/2025 | Ancora Advisors LLC | 9,499 | $587K | 0.0% | +4.4% | 0.002% | |
5/16/2025 | Aprio Wealth Management LLC | 117,005 | $7.23M | 0.9% | +6.1% | 0.024% | |
5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 202,030 | $12.48M | 1.9% | +1.1% | 0.041% | |
5/15/2025 | EP Wealth Advisors LLC | 111,028 | $6.86M | 0.1% | -12.4% | 0.022% | |
5/15/2025 | LGL Partners LLC | 101,900 | $6.30M | 3.0% | -67.1% | 0.021% | |
5/15/2025 | Capital Investment Counsel LLC | 109,663 | $6.78M | 1.1% | -2.0% | 0.022% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 11,834 | $731K | 0.0% | +4.6% | 0.002% | |
5/15/2025 | First Financial Bankshares Inc | 3,915 | $242K | 0.0% | +4.6% | 0.001% | |
5/15/2025 | Royal Bank of Canada | 6,157,442 | $380.41M | 0.1% | +3.7% | 1.243% | |
5/15/2025 | MAI Capital Management | 258,565 | $15.97M | 0.1% | -1.5% | 0.052% | |
5/15/2025 | Calton & Associates Inc. | 4,997 | $309K | 0.1% | N/A | 0.001% | |
5/15/2025 | Brasada Capital Management LP | 13,341 | $824K | 0.2% | -3.0% | 0.003% | |
5/15/2025 | Second Line Capital LLC | 3,275 | $202K | 0.1% | N/A | 0.001% | |
5/15/2025 | Connecticut Wealth Management LLC | 107,474 | $6.64M | 0.3% | -0.3% | 0.022% | |
5/15/2025 | Baird Financial Group Inc. | 948,151 | $58.58M | 0.1% | -1.2% | 0.191% | |
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5/15/2025 | Evergreen Capital Management LLC | 21,350 | $1.32M | 0.0% | +15.3% | 0.004% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 533 | $33K | 0.0% | N/A | 0.000% | |
5/15/2025 | WPG Advisers LLC | 2,100 | $130K | 0.1% | N/A | 0.000% | |
5/15/2025 | TD Capital Management LLC | 33,082 | $2.04M | 0.2% | -2.1% | 0.007% | |
5/15/2025 | Monterey Private Wealth Inc. | 147,778 | $9.13M | 2.7% | +2.4% | 0.030% | |
5/15/2025 | Oarsman Capital Inc. | 3,767 | $233K | 0.0% | -11.0% | 0.001% | |
5/14/2025 | Paces Ferry Wealth Advisors LLC | 7,287 | $450K | 0.2% | -4.1% | 0.001% | |
5/14/2025 | Note Advisors LLC | 3,998 | $247K | 0.2% | -7.2% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 132,570 | $8.19M | 0.1% | +12.2% | 0.027% | |
5/14/2025 | Samalin Investment Counsel LLC | 55,225 | $3.41M | 1.4% | +14.9% | 0.011% | |
5/14/2025 | PKS Advisory Services LLC | 11,025 | $681K | 0.2% | -4.4% | 0.002% | |
5/14/2025 | WCG Wealth Advisors LLC | 35,525 | $2.20M | 0.2% | -11.6% | 0.007% | |
5/14/2025 | Talisman Wealth Advisors LLC | 108,252 | $6.69M | 6.7% | +7.7% | 0.022% | |
5/14/2025 | NCM Capital Management LLC | 19,360 | $1.20M | 0.5% | -3.8% | 0.004% | |
5/14/2025 | Islay Capital Management LLC | 25,527 | $1.58M | 1.1% | -30.5% | 0.005% | |
5/14/2025 | Apexium Financial LP | 197,389 | $12.20M | 0.7% | +1.1% | 0.040% | |
5/14/2025 | Tandem Wealth Advisors LLC | 199,548 | $12.31M | 6.4% | -2.4% | 0.040% | |
5/14/2025 | Comerica Bank | 559,326 | $34.56M | 0.1% | +3.5% | 0.113% | |
5/14/2025 | Freedom Investment Management Inc. | 4,549 | $281K | 0.0% | -97.1% | 0.001% | |
5/14/2025 | Synovus Financial Corp | 44,178 | $2.73M | 0.0% | +1.2% | 0.009% | |
5/14/2025 | Smartleaf Asset Management LLC | 30,919 | $1.89M | 0.2% | +78.9% | 0.006% | |
5/14/2025 | Biondo Investment Advisors LLC | 23,978 | $1.48M | 0.2% | -1.4% | 0.005% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,078,455 | $128.41M | 0.1% | +1.8% | 0.420% | |
5/14/2025 | Sax Wealth Advisors LLC | 8,275 | $511K | 0.0% | +26.1% | 0.002% | |
5/14/2025 | Strategies Wealth Advisors LLC | 1,241,908 | $76.73M | 9.4% | +3.1% | 0.251% | |
5/14/2025 | Kestra Advisory Services LLC | 306,640 | $18.94M | 0.1% | -0.4% | 0.062% | |
5/14/2025 | Hobbs Group Advisors LLC | 6,138 | $379K | 0.1% | +10.6% | 0.001% | |
5/14/2025 | Ameriprise Financial Inc. | 6,823,749 | $421.76M | 0.1% | -7.0% | 1.378% | |
5/14/2025 | Guidance Point Advisors LLC | 52,514 | $3.24M | 0.9% | +0.5% | 0.011% | |
5/14/2025 | CW Advisors LLC | 94,036 | $5.81M | 0.1% | +1,916.6% | 0.019% | |
5/14/2025 | PGIM Custom Harvest LLC | 13,159 | $813K | 0.0% | -16.0% | 0.003% | |
5/14/2025 | Capital Analysts LLC | 249,359 | $15.41M | 0.6% | +10.8% | 0.050% | |
5/14/2025 | Level Four Advisory Services LLC | 72,432 | $4.48M | 0.2% | +53.1% | 0.015% | |
5/14/2025 | Venture Visionary Partners LLC | 11,625 | $718K | 0.0% | -48.8% | 0.002% | |
5/14/2025 | Legacy Financial Advisors Inc. | 187,094 | $11.56M | 1.9% | -3.5% | 0.038% | |
5/14/2025 | Colonial Trust Advisors | 252,147 | $15.58M | 1.4% | +6.7% | 0.051% | |
5/14/2025 | Lincoln Capital LLC | 9,738 | $569K | 0.1% | -2.8% | 0.002% | |
5/14/2025 | RWA Wealth Partners LLC | 23,699 | $1.46M | 0.0% | +6.8% | 0.005% | |
5/13/2025 | Aptus Capital Advisors LLC | 111,554 | $6.89M | 0.1% | +17.3% | 0.023% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 20,728 | $1.28M | 0.3% | +2.0% | 0.004% | |
5/13/2025 | TriaGen Wealth Management LLC | 135,332 | $8.36M | 2.9% | +0.8% | 0.027% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 81,460 | $5.03M | 0.1% | -33.3% | 0.016% | |
5/13/2025 | Freestone Capital Holdings LLC | 15,197 | $939K | 0.0% | -3.2% | 0.003% | |
5/13/2025 | Cascade Financial Partners LLC | 80,789 | $4.99M | 0.6% | +2.0% | 0.016% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 660,103 | $40.78M | 0.4% | +1.6% | 0.133% | |
5/13/2025 | Raymond James Financial Inc. | 10,230,233 | $632.02M | 0.2% | +1.7% | 2.066% | |
5/13/2025 | DDFG Inc | 194,089 | $11.99M | 3.3% | +9.3% | 0.039% | |
5/13/2025 | Cresset Asset Management LLC | 111,921 | $6.91M | 0.0% | -2.2% | 0.023% | |
5/13/2025 | EverSource Wealth Advisors LLC | 200,510 | $12.39M | 0.7% | +8.8% | 0.040% | |
5/13/2025 | Leigh Baldwin & CO. LLC | 64,284 | $3.97M | 3.2% | +30.6% | 0.013% | |
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5/13/2025 | High Falls Advisors Inc | 4,357 | $269K | 0.1% | -10.4% | 0.001% | |
5/13/2025 | Horizon Investments LLC | 507,236 | $31.34M | 0.9% | +473,952.3% | 0.102% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 36,486 | $2.25M | 0.0% | +1.5% | 0.007% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 538,354 | $33.26M | 0.9% | -8.5% | 0.109% | |
5/13/2025 | Heck Capital Advisors LLC | 39,306 | $2.43M | 0.3% | +521.8% | 0.008% | |
5/13/2025 | MSH Capital Advisors LLC | 10,700 | $661K | 0.2% | +13.0% | 0.002% | |
5/13/2025 | Dagco Inc. | 478,563 | $29.57M | 9.6% | +3.2% | 0.097% | |
5/13/2025 | Stone House Investment Management LLC | 2,321 | $143K | 0.0% | N/A | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 3,283,417 | $202.85M | 0.3% | +1.2% | 0.663% | |
5/13/2025 | Delos Wealth Advisors LLC | 13,473 | $832K | 0.7% | N/A | 0.003% | |