5/21/2025 | McAdam LLC | 3,702 | $244K | 0.0% | -8.5% | 0.028% | |
5/20/2025 | Focus Partners Wealth | 3,844 | $254K | 0.0% | N/A | 0.029% | |
5/19/2025 | Jane Street Group LLC | 47,023 | $3.10M | 0.0% | +42.2% | 0.350% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 8,243 | $544K | 0.0% | -17.6% | 0.061% | |
5/16/2025 | Jones Financial Companies Lllp | 3,556 | $235K | 0.0% | -81.2% | 0.026% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 16,885 | $1.11M | 0.1% | -2.7% | 0.126% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 52,502 | $3.47M | 0.1% | +4.8% | 0.390% | |
5/15/2025 | Royal Bank of Canada | 42,946 | $2.84M | 0.0% | -3.9% | 0.319% | |
5/15/2025 | MAI Capital Management | 115,711 | $7.64M | 0.1% | -3.8% | 0.860% | |
5/15/2025 | Tortoise Investment Management LLC | 14,319 | $945K | 0.1% | -1.0% | 0.106% | |
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5/14/2025 | Comerica Bank | 4,892 | $323K | 0.0% | -5.5% | 0.036% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 12,536 | $827K | 0.0% | -2.2% | 0.093% | |
5/14/2025 | Kestra Advisory Services LLC | 40,261 | $2.66M | 0.0% | -15.8% | 0.299% | |
5/14/2025 | Compound Planning Inc. | 86,941 | $5.74M | 0.3% | +15.2% | 0.646% | |
5/14/2025 | CW Advisors LLC | 110,548 | $7.30M | 0.1% | +7.5% | 0.822% | |
5/14/2025 | Flow Traders U.S. LLC | 71,345 | $4.71M | 0.2% | -7.5% | 0.530% | |
5/14/2025 | Capital Analysts LLC | 9,819 | $648K | 0.0% | +5.3% | 0.073% | |
5/13/2025 | Raymond James Financial Inc. | 106,651 | $7.04M | 0.0% | -40.5% | 0.793% | |
5/13/2025 | Tacita Capital Inc | 1,255 | $83K | 0.1% | -45.1% | 0.009% | |
5/13/2025 | WESCAP Management Group Inc. | 67,029 | $4.42M | 1.1% | -2.7% | 0.498% | |
5/13/2025 | HighTower Advisors LLC | 116,334 | $7.68M | 0.0% | -2.0% | 0.865% | |
5/12/2025 | Cove Private Wealth LLC | 10,000 | $660K | 0.3% | N/A | 0.074% | |
5/12/2025 | Berger Financial Group Inc | 3,562 | $235K | 0.0% | -14.4% | 0.026% | |
5/12/2025 | Integrity Financial Corp WA | 700 | $46K | 0.0% | N/A | 0.005% | |
5/12/2025 | Bristlecone Advisors LLC | 21,171 | $1.40M | 0.1% | -2.9% | 0.157% | |
5/12/2025 | AlphaCore Capital LLC | 755 | $50K | 0.0% | N/A | 0.006% | |
5/9/2025 | WealthShield Partners LLC | 1,117 | $74K | 0.0% | -15.1% | 0.008% | |
5/9/2025 | PrairieView Partners LLC | 52,568 | $3.47M | 0.4% | -10.4% | 0.391% | |
5/9/2025 | Liberty Wealth Management LLC | 33,595 | $2.22M | 0.0% | N/A | 0.250% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 57,498 | $3.80M | 0.1% | -4.9% | 0.427% | |
5/8/2025 | Harbour Investments Inc. | 27,412 | $1.81M | 0.1% | +1.4% | 0.204% | |
5/8/2025 | Tillman Hartley LLC | 6,490 | $428K | 0.1% | -3.0% | 0.048% | |
5/7/2025 | LPL Financial LLC | 51,304 | $3.39M | 0.0% | -7.9% | 0.381% | |
5/7/2025 | Heartland Advisors Inc. | 2,991 | $197K | 0.0% | -5.3% | 0.022% | |
5/6/2025 | Cetera Investment Advisers | 5,790 | $382K | 0.0% | -5.0% | 0.043% | |
5/6/2025 | Avantax Advisory Services Inc. | 9,949 | $657K | 0.0% | +4.2% | 0.074% | |
5/6/2025 | AE Wealth Management LLC | 1,591 | $105K | 0.0% | -8.9% | 0.012% | |
5/6/2025 | Grove Street Fiduciary LLC | 54,958 | $3.63M | 1.8% | -2.3% | 0.409% | |
5/6/2025 | Quadrant Private Wealth Management LLC | 5,154 | $340K | 0.1% | -15.3% | 0.038% | |
5/6/2025 | AllSquare Wealth Management LLC | 7,280 | $480K | 0.3% | -4.0% | 0.054% | |
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5/6/2025 | Kathleen S. Wright Associates Inc. | 29,207 | $1.93M | 0.8% | -7.8% | 0.217% | |
5/5/2025 | IFP Advisors Inc | 1,747 | $115K | 0.0% | +16.5% | 0.013% | |
5/5/2025 | Csenge Advisory Group | 97,005 | $6.43M | 0.4% | -13.0% | 0.721% | |
5/5/2025 | Private Advisor Group LLC | 4,229 | $279K | 0.0% | -9.0% | 0.031% | |
5/5/2025 | Transce3nd LLC | 668 | $44K | 0.0% | -19.4% | 0.005% | |
5/2/2025 | Montis Financial LLC | 3,115 | $206K | 0.1% | N/A | 0.023% | |
5/2/2025 | BIP Wealth LLC | 282,945 | $18.68M | 1.2% | +2.6% | 2.104% | |
5/2/2025 | Larson Financial Group LLC | 25,367 | $1.67M | 0.1% | -4.0% | 0.189% | |
4/30/2025 | Telos Capital Management Inc. | 82,105 | $5.42M | 0.6% | -0.7% | 0.610% | |
4/30/2025 | Allworth Financial LP | 29,291 | $2.00M | 0.0% | -2.7% | 0.218% | |
4/30/2025 | Sharper & Granite LLC | 26,250 | $1.73M | 0.7% | -14.5% | 0.195% | |
4/29/2025 | Envestnet Asset Management Inc. | 15,126 | $998K | 0.0% | +3.1% | 0.112% | |
4/28/2025 | Great Point Wealth Advisors LLC | 78,914 | $5.21M | 1.1% | -1.2% | 0.587% | |
4/25/2025 | Mather Group LLC. | 7,445 | $491K | 0.0% | +77.2% | 0.055% | |
4/25/2025 | Waterfront Wealth Inc. | 53,295 | $3.52M | 0.9% | +6.5% | 0.396% | |
4/25/2025 | Joel Isaacson & Co. LLC | 5,286 | $349K | 0.0% | -4.5% | 0.039% | |
4/23/2025 | Sequoia Financial Advisors LLC | 9,473 | $625K | 0.0% | N/A | 0.070% | |
4/23/2025 | Spire Wealth Management | 12,023 | $794K | 0.0% | -4.5% | 0.088% | |
4/23/2025 | Elwood & Goetz Wealth Advisory Group LLC | 57,094 | $3.77M | 0.9% | +3.4% | 0.420% | |
4/22/2025 | JFS Wealth Advisors LLC | 4,355 | $287K | 0.0% | -11.6% | 0.032% | |
4/22/2025 | Envision Financial LLC | 9,021 | $595K | 0.4% | -17.7% | 0.066% | |
4/22/2025 | Evanson Asset Management LLC | 84,635 | $5.59M | 0.4% | -1.0% | 0.622% | |
4/21/2025 | True Link Financial Advisors LLC | 5,100 | $337K | 0.0% | N/A | 0.038% | |
4/21/2025 | Cherry Tree Wealth Management LLC | 3,212 | $212K | 0.1% | -24.6% | 0.024% | |
4/21/2025 | Blue Trust Inc. | 2,061 | $136K | 0.0% | +139.4% | 0.015% | |
4/17/2025 | Janney Montgomery Scott LLC | 28,664 | $1.89M | 0.0% | +10.9% | 0.211% | |
4/17/2025 | Howard Bailey Securities LLC | 39,853 | $2.63M | 1.1% | -20.7% | 0.293% | |
4/17/2025 | Ritholtz Wealth Management | 21,077 | $1.39M | 0.0% | -8.7% | 0.155% | |
4/17/2025 | Family Wealth Partners LLC | 38,767 | $2.56M | 1.2% | -1.8% | 0.285% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 5,738 | $379K | 0.0% | -17.7% | 0.042% | |
4/16/2025 | Sound Stewardship LLC | 8,645 | $571K | 0.3% | -2.3% | 0.064% | |
4/16/2025 | Neumann Capital Management LLC | 70,458 | $4.65M | 1.6% | -0.4% | 0.518% | |
4/15/2025 | Total Wealth Planning LLC | 3,669 | $242K | 0.0% | -5.6% | 0.027% | |
4/15/2025 | Alpha Omega Wealth Management LLC | 53,089 | $3.50M | 0.7% | -31.4% | 0.390% | |
4/14/2025 | Farther Finance Advisors LLC | 10,283 | $680K | 0.0% | +85.7% | 0.076% | |
4/11/2025 | Princeton Global Asset Management LLC | 693 | $46K | 0.0% | -55.2% | 0.005% | |
4/11/2025 | Impact Capital Partners LLC | 20,565 | $1.36M | 0.5% | +16.9% | 0.151% | |
4/11/2025 | Insight Advisors LLC PA | 6,408 | $423K | 0.1% | -39.7% | 0.047% | |
4/8/2025 | Investors Research Corp | 22,335 | $1.47M | 0.3% | -1.9% | 0.164% | |
4/7/2025 | GAMMA Investing LLC | 56,630 | $3.74M | 0.0% | +6,500.2% | 0.416% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,970 | $439K | 0.0% | -3.8% | 0.051% | |
3/7/2025 | Bannerman Wealth Management Group LLC | 4,125 | $260K | 0.2% | N/A | 0.030% | |
2/25/2025 | Armis Advisers LLC | 4,025 | $253K | 0.0% | N/A | 0.024% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 50,091 | $3.15M | 0.1% | -1.2% | 0.300% | |
2/17/2025 | Waverly Advisors LLC | 22,567 | $1.42M | 0.0% | -3.3% | 0.135% | |
2/17/2025 | LRI Investments LLC | 202,350 | $12.74M | 1.1% | -0.1% | 1.212% | |
2/17/2025 | Colonial Trust Co SC | 540 | $34K | 0.0% | N/A | 0.003% | |
2/17/2025 | CoreCap Advisors LLC | 13,997 | $881K | 0.0% | -9.0% | 0.084% | |
2/17/2025 | Cetera Investment Advisers | 6,093 | $384K | 0.0% | -3.9% | 0.036% | |
2/17/2025 | Cahill Financial Advisors Inc. | 7,836 | $493K | 0.1% | +2.4% | 0.047% | |
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2/17/2025 | Bank of America Corp DE | 214,673 | $13.51M | 0.0% | +4.9% | 1.285% | |
2/17/2025 | BIP Wealth LLC | 275,869 | $17.37M | 1.2% | +13.8% | 1.652% | |
2/17/2025 | Ameriprise Financial Inc. | 5,789 | $364K | 0.0% | +4.0% | 0.035% | |
2/14/2025 | Jane Street Group LLC | 33,060 | $2.08M | 0.0% | -49.2% | 0.198% | |
2/14/2025 | Comerica Bank | 5,178 | $326K | 0.0% | -25.9% | 0.031% | |
2/14/2025 | Bellwether Advisors LLC | 1,225 | $77K | 0.0% | N/A | 0.007% | |
2/14/2025 | Capital Analysts LLC | 9,327 | $587K | 0.0% | -4.8% | 0.056% | |
2/14/2025 | Susquehanna International Group LLP | 30,701 | $1.93M | 0.0% | -1.6% | 0.184% | |
2/14/2025 | Stifel Financial Corp | 6,197 | $390K | 0.0% | -2.4% | 0.037% | |
2/14/2025 | Transce3nd LLC | 829 | $52K | 0.0% | N/A | 0.005% | |