7/8/2025 | Baker Ellis Asset Management LLC | 27,800 | $952K | 0.1% | -9.7% | 0.044% | |
7/8/2025 | RMR Wealth Builders | 9,874 | $338K | 0.0% | N/A | 0.015% | |
6/2/2025 | Modern Wealth Management LLC | 773,168 | $23.84M | 0.8% | +52.6% | 1.251% | |
5/23/2025 | Strategic Financial Services Inc. | 8,657,795 | $267.01M | 15.6% | +1.8% | 14.358% | |
5/20/2025 | Focus Partners Wealth | 74,730 | $2.31M | 0.0% | +0.9% | 0.124% | |
5/19/2025 | Jane Street Group LLC | 300,988 | $9.28M | 0.0% | +199.8% | 0.499% | |
5/19/2025 | SageView Advisory Group LLC | 8,283 | $255K | 0.0% | -4.5% | 0.014% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 88,504 | $2.73M | 0.1% | -1.9% | 0.147% | |
5/16/2025 | Kestra Investment Management LLC | 2,290,401 | $70.64M | 2.2% | +86.3% | 3.798% | |
5/16/2025 | Jones Financial Companies Lllp | 4,321 | $133K | 0.0% | -95.1% | 0.007% | |
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5/16/2025 | Tolleson Wealth Management Inc. | 2,732,428 | $84.27M | 16.3% | +8.3% | 4.531% | |
5/16/2025 | AQR Capital Management LLC | 30,538 | $942K | 0.0% | +2.0% | 0.051% | |
5/16/2025 | AlTi Global Inc. | 131,931 | $4.07M | 0.1% | -6.8% | 0.219% | |
5/15/2025 | EP Wealth Advisors LLC | 7,247 | $224K | 0.0% | -10.9% | 0.012% | |
5/15/2025 | Obsido Oy | 255,699 | $7.89M | 6.8% | N/A | 0.424% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 6,562 | $202K | 0.0% | N/A | 0.011% | |
5/15/2025 | Royal Bank of Canada | 7,454 | $231K | 0.0% | +27.7% | 0.012% | |
5/14/2025 | Jane Street Group LLC | 300,988 | $9.28M | 0.0% | +199.8% | 0.499% | |
5/14/2025 | Smartleaf Asset Management LLC | 8,174 | $254K | 0.0% | -44.7% | 0.014% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 28,914 | $892K | 0.0% | +4.2% | 0.048% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 11,280 | $348K | 0.0% | -10.0% | 0.019% | |
5/14/2025 | Compound Planning Inc. | 1,729,476 | $53.34M | 2.4% | +12.5% | 2.868% | |
5/14/2025 | Barnes Wealth Management Group Inc | 7,770 | $240K | 0.2% | -9.3% | 0.013% | |
5/14/2025 | Flow Traders U.S. LLC | 76,850 | $2.37M | 0.1% | N/A | 0.127% | |
5/13/2025 | Raymond James Financial Inc. | 962,999 | $29.70M | 0.0% | +1.7% | 1.597% | |
5/13/2025 | DDFG Inc | 222,592 | $6.87M | 1.9% | +3.7% | 0.369% | |
5/13/2025 | Heck Capital Advisors LLC | 104,101 | $3.21M | 0.4% | -86.1% | 0.173% | |
5/13/2025 | HighTower Advisors LLC | 260,489 | $8.03M | 0.0% | -4.1% | 0.432% | |
5/12/2025 | Invesco Ltd. | 2,520,000 | $77.72M | 0.0% | N/A | 4.179% | |
5/12/2025 | National Bank of Canada FI | 5,964 | $184K | 0.0% | -10.9% | 0.010% | |
5/9/2025 | Wealthspire Advisors LLC | 13,039 | $402K | 0.0% | -2.7% | 0.022% | |
5/9/2025 | Horizon Family Wealth Inc. | 129,559 | $4.00M | 2.7% | -3.3% | 0.215% | |
5/9/2025 | Wade Financial Advisory Inc | 318,745 | $9.83M | 3.4% | +9.4% | 0.529% | |
5/8/2025 | Clearwater Capital Advisors LLC | 1,853,513 | $57.16M | 5.5% | +1.3% | 3.074% | |
5/8/2025 | Foster & Motley Inc. | 465,966 | $14.37M | 0.9% | -8.6% | 0.773% | |
5/7/2025 | Meridian Management Co. | 283,308 | $8.74M | 2.7% | -4.1% | 0.470% | |
5/7/2025 | Horan Capital Advisors LLC. | 6,642 | $205K | 0.1% | N/A | 0.011% | |
5/7/2025 | LPL Financial LLC | 89,640 | $2.76M | 0.0% | +24.4% | 0.149% | |
5/7/2025 | HB Wealth Management LLC | 8,570 | $264K | 0.0% | +7.6% | 0.014% | |
5/6/2025 | Westover Capital Advisors LLC | 7,729 | $238K | 0.1% | +10.4% | 0.013% | |
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5/6/2025 | Assetmark Inc. | 2,283 | $70K | 0.0% | +129.4% | 0.004% | |
5/5/2025 | Diversify Advisory Services LLC | 45,533 | $1.47M | 0.1% | -12.8% | 0.076% | |
5/2/2025 | Kingsview Wealth Management LLC | 70,966 | $2.19M | 0.0% | -2.4% | 0.155% | |
5/2/2025 | Dynasty Wealth Management LLC | 123,410 | $3.81M | 0.1% | +81.4% | 0.269% | |
5/2/2025 | First Command Advisory Services Inc. | 731,961 | $22.63M | 0.2% | +7.4% | 1.598% | |
5/1/2025 | CWM LLC | 912,254 | $28.13M | 0.1% | -32.6% | 1.992% | |
5/1/2025 | Beirne Wealth Consulting Services LLC | 105,731 | $3.26M | 1.2% | +0.9% | 0.231% | |
4/30/2025 | Weil Company Inc. | 354,131 | $10.92M | 3.3% | +95.4% | 0.773% | |
4/30/2025 | Cerity Partners LLC | 72,523 | $2.24M | 0.0% | -4.3% | 0.158% | |
4/30/2025 | Phillips Financial Management LLC | 395,301 | $12.19M | 0.9% | -6.5% | 0.863% | |
4/30/2025 | New Insight Wealth Advisors | 14,079 | $434K | 0.2% | +95.3% | 0.031% | |
4/30/2025 | Stratos Investment Management LLC | 63,845 | $1.97M | 0.1% | -6.3% | 0.139% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 16,350 | $504K | 0.0% | N/A | 0.036% | |
4/29/2025 | Callan Capital LLC | 749,022 | $23.10M | 1.7% | -2.7% | 1.635% | |
4/29/2025 | Envestnet Asset Management Inc. | 974,415 | $30.05M | 0.0% | +10.1% | 2.128% | |
4/29/2025 | Capital Investment Advisory Services LLC | 20,542 | $634K | 0.1% | +22.6% | 0.045% | |
4/28/2025 | Lincoln Capital Corp | 48,125 | $1.48M | 0.6% | -17.8% | 0.105% | |
4/25/2025 | Citizens National Bank Trust Department | 136,969 | $4.22M | 0.9% | -1.6% | 0.299% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 3,772 | $116K | 0.0% | +720.0% | 0.008% | |
4/22/2025 | Cabot Wealth Management Inc. | 55,717 | $1.72M | 0.2% | +5.5% | 0.122% | |
4/18/2025 | Halbert Hargrove Global Advisors LLC | 3,182,108 | $98.14M | 5.5% | +1.3% | 6.948% | |
4/17/2025 | Inscription Capital LLC | 15,705 | $469K | 0.1% | N/A | 0.034% | |
4/17/2025 | Sagespring Wealth Partners LLC | 124,822 | $3.85M | 0.0% | +81.7% | 0.273% | |
4/17/2025 | Acropolis Investment Management LLC | 289,425 | $8.93M | 0.5% | +4.1% | 0.632% | |
4/17/2025 | RHS Financial LLC | 98,472 | $3.04M | 1.7% | +306.3% | 0.215% | |
4/17/2025 | Exchange Traded Concepts LLC | 239,547 | $7.39M | 0.1% | -6.6% | 0.523% | |
4/16/2025 | Armbruster Capital Management Inc. | 23,575 | $727K | 0.1% | +11.1% | 0.051% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 11,868 | $366K | 0.0% | -19.6% | 0.026% | |
4/16/2025 | Sterling Financial Group Inc. | 446,889 | $13.78M | 5.0% | +2.7% | 0.976% | |
4/15/2025 | CX Institutional | 7,345 | $227K | 0.0% | N/A | 0.016% | |
4/14/2025 | Farther Finance Advisors LLC | 187,279 | $5.79M | 0.1% | +28.4% | 0.409% | |
4/14/2025 | Park Avenue Securities LLC | 9,625 | $297K | 0.0% | +30.0% | 0.021% | |
4/14/2025 | Wedmont Private Capital | 30,267 | $905K | 0.0% | N/A | 0.066% | |
4/14/2025 | LexAurum Advisors LLC | 22,322 | $688K | 0.1% | +12.6% | 0.049% | |
4/10/2025 | Thrive Wealth Management LLC | 366,497 | $11.30M | 2.2% | -9.3% | 0.841% | |
4/10/2025 | EWG Elevate Inc. | 12,839 | $396K | 0.1% | -32.6% | 0.029% | |
4/9/2025 | Merit Financial Group LLC | 14,855 | $458K | 0.0% | +52.4% | 0.034% | |
4/9/2025 | Archer Investment Management LLC | 41,754 | $1.29M | 0.9% | -13.3% | 0.096% | |
4/7/2025 | GAMMA Investing LLC | 31,025 | $1.01M | 0.0% | +2,984.0% | 0.071% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,768 | $424K | 0.0% | +9.4% | 0.034% | |
2/25/2025 | Heck Capital Advisors LLC | 746,571 | $21.44M | 1.3% | N/A | 1.744% | |
2/18/2025 | Retirement Planning Group LLC | 10,503 | $302K | 0.0% | N/A | 0.025% | |
2/18/2025 | 10Elms LLP | 2,069 | $59K | 0.1% | N/A | 0.005% | |
2/17/2025 | Tolleson Wealth Management Inc. | 2,523,641 | $72.48M | 14.9% | +1.1% | 7.010% | |
2/17/2025 | Snowden Capital Advisors LLC | 9,982 | $287K | 0.0% | -16.7% | 0.028% | |
2/17/2025 | EP Wealth Advisors LLC | 8,138 | $234K | 0.0% | +14.5% | 0.023% | |
2/17/2025 | Captrust Financial Advisors | 67,272 | $1.93M | 0.0% | +18.9% | 0.187% | |
2/17/2025 | Bank of America Corp DE | 340,613 | $9.78M | 0.0% | +1.4% | 0.946% | |
2/17/2025 | Ameriprise Financial Inc. | 891,076 | $25.59M | 0.0% | +0.6% | 2.475% | |
2/17/2025 | Aptus Capital Advisors LLC | 11,089 | $318K | 0.0% | -14.8% | 0.031% | |
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2/17/2025 | AlTi Global Inc. | 141,589 | $4.07M | 0.1% | +13.0% | 0.393% | |
2/14/2025 | Jane Street Group LLC | 100,405 | $2.88M | 0.0% | +296.7% | 0.279% | |
2/14/2025 | Integrated Wealth Concepts LLC | 1,503,165 | $43.17M | 0.5% | +22.7% | 4.175% | |
2/14/2025 | GeoWealth Management LLC | 46,213 | $1.33M | 0.0% | -1.8% | 0.128% | |
2/13/2025 | NewEdge Advisors LLC | 32,201 | $925K | 0.0% | +17.7% | 0.089% | |
2/13/2025 | Mariner LLC | 95,023 | $2.73M | 0.0% | +145.9% | 0.264% | |
2/13/2025 | SageView Advisory Group LLC | 8,672 | $249K | 0.0% | -16.6% | 0.024% | |
2/13/2025 | Sagespring Wealth Partners LLC | 68,700 | $1.97M | 0.0% | N/A | 0.191% | |
2/13/2025 | Raymond James Financial Inc. | 946,471 | $27.18M | 0.0% | N/A | 2.629% | |
2/13/2025 | Cerity Partners LLC | 75,786 | $2.18M | 0.0% | +1.4% | 0.211% | |