7/11/2025 | Annex Advisory Services LLC | 15,070 | $651K | 0.0% | -25.2% | 0.005% | |
7/11/2025 | Farther Finance Advisors LLC | 12,851 | $555K | 0.0% | +207.4% | 0.005% | |
7/11/2025 | UMB Bank n.a. | 10,041 | $434K | 0.0% | N/A | 0.004% | |
7/11/2025 | LongView Wealth Management | 164,684 | $7.12M | 2.2% | +2.0% | 0.059% | |
7/11/2025 | SeaCrest Wealth Management LLC | 7,853 | $339K | 0.0% | -3.5% | 0.003% | |
7/11/2025 | OxenFree Capital LLC | 137,559 | $5.95M | 3.7% | +5.5% | 0.050% | |
7/11/2025 | Diversified Trust Co | 8,133 | $352K | 0.0% | +10.5% | 0.003% | |
7/10/2025 | McHugh Group LLC | 16,200 | $700K | 0.5% | N/A | 0.006% | |
7/10/2025 | YHB Investment Advisors Inc. | 103,048 | $4.45M | 0.3% | +15.5% | 0.037% | |
7/10/2025 | Klaas Financial Asset Advisors LLC | 284,861 | $12.31M | 1.9% | +1.2% | 0.103% | |
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7/10/2025 | Exchange Traded Concepts LLC | 201,044 | $8.69M | 0.1% | -1.3% | 0.072% | |
7/10/2025 | Marshall Financial Group LLC | 242,366 | $10.38M | 2.0% | +1.6% | 0.087% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 81,911 | $3.54M | 0.0% | +2.3% | 0.030% | |
7/10/2025 | Professional Financial Advisors LLC | 64,219 | $2.78M | 0.6% | +2.4% | 0.023% | |
7/10/2025 | Focus Financial Network Inc. | 193,585 | $8.37M | 0.3% | +2.2% | 0.070% | |
7/10/2025 | Sovran Advisors LLC | 13,948 | $601K | 0.1% | -7.9% | 0.005% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 141,141 | $6.10M | 0.2% | +3.3% | 0.051% | |
7/9/2025 | Archer Investment Management LLC | 188,032 | $8.13M | 5.9% | -19.7% | 0.068% | |
7/9/2025 | Pallas Capital Advisors LLC | 23,550 | $1.02M | 0.0% | -95.0% | 0.008% | |
7/9/2025 | Thrive Wealth Management LLC | 88,774 | $3.84M | 0.6% | -2.8% | 0.032% | |
7/9/2025 | Breakwater Capital Group | 223,802 | $9.67M | 1.6% | +1.9% | 0.081% | |
7/9/2025 | Burt Wealth Advisors | 12,489 | $540K | 0.1% | +5.8% | 0.004% | |
7/9/2025 | Triumph Capital Management | 27,815 | $1.20M | 0.4% | +153.6% | 0.010% | |
7/9/2025 | Orser Capital Management LLC | 28,354 | $1.23M | 0.9% | -55.6% | 0.010% | |
7/9/2025 | Baron Financial Group LLC | 104,619 | $4.52M | 2.7% | -1.4% | 0.038% | |
7/8/2025 | Ehrlich Financial Group | 43,610 | $1.89M | 1.2% | +31.6% | 0.016% | |
7/8/2025 | Adamsbrown Wealth Consultants LLC | 38,353 | $1.66M | 0.5% | -13.2% | 0.014% | |
7/8/2025 | Richard P Slaughter Associates Inc | 219,213 | $9.47M | 1.9% | -17.2% | 0.079% | |
7/8/2025 | Apella Capital LLC | 125,379 | $5.37M | 0.1% | -15.9% | 0.045% | |
7/8/2025 | Parallel Advisors LLC | 221,897 | $9.59M | 0.2% | +10.8% | 0.080% | |
7/7/2025 | Park Edge Advisors LLC | 30,270 | $1.31M | 0.3% | N/A | 0.011% | |
7/7/2025 | Insight Wealth Strategies LLC | 9,938 | $429K | 0.1% | +65.7% | 0.004% | |
7/7/2025 | OMNI 360 Wealth Inc. | 50,946 | $2.20M | 1.1% | +1.3% | 0.018% | |
7/7/2025 | Life Line Wealth Management LLC | 973,689 | $42.08M | 13.6% | N/A | 0.351% | |
7/2/2025 | Crumly & Associates Inc. | 121,555 | $5.25M | 1.3% | +6.2% | 0.044% | |
7/2/2025 | Howard Financial Services LTD. | 441,385 | $19.08M | 2.5% | +0.1% | 0.159% | |
7/2/2025 | LVM Capital Management Ltd. MI | 239,889 | $10.37M | 1.1% | +7.0% | 0.086% | |
6/17/2025 | Howe & Rusling Inc. | 51,450 | $2.04M | 0.2% | -27.9% | 0.019% | |
6/2/2025 | Modern Wealth Management LLC | 382,220 | $15.17M | 0.5% | +751.6% | 0.141% | |
5/28/2025 | Intrua Financial LLC | 46,376 | $1.84M | 0.3% | N/A | 0.017% | |
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5/22/2025 | Rollins Financial Advisors LLC | 32,630 | $1.30M | 0.2% | +4.0% | 0.013% | |
5/21/2025 | MBL Wealth LLC | 27,583 | $1.10M | 0.1% | +4.1% | 0.011% | |
5/21/2025 | Geneos Wealth Management Inc. | 9,871 | $392K | 0.0% | +15.1% | 0.004% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 64,765 | $2.57M | 0.5% | -3.3% | 0.026% | |
5/20/2025 | Belpointe Asset Management LLC | 18,155 | $721K | 0.0% | -10.3% | 0.007% | |
5/20/2025 | Focus Partners Wealth | 153,053 | $6.08M | 0.0% | +13.9% | 0.061% | |
5/19/2025 | SCS Capital Management LLC | 787,829 | $31.27M | 0.4% | +51.2% | 0.312% | |
5/16/2025 | Northeast Financial Consultants Inc | 208,169 | $8.26M | 0.4% | -4.6% | 0.083% | |
5/16/2025 | Arete Wealth Advisors LLC | 26,246 | $1.04M | 0.1% | N/A | 0.010% | |
5/16/2025 | Bell Investment Advisors Inc | 197,935 | $7.86M | 1.5% | -0.7% | 0.078% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 67,794 | $2.69M | 0.1% | +129.4% | 0.027% | |
5/16/2025 | Jones Financial Companies Lllp | 1,300 | $52K | 0.0% | -82.2% | 0.001% | |
5/16/2025 | Financial Strategies Group Inc. | 1,021,876 | $40.41M | 9.5% | +1.3% | 0.405% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 9,969 | $396K | 0.3% | N/A | 0.004% | |
5/16/2025 | Tolleson Wealth Management Inc. | 282,340 | $11.21M | 2.2% | -4.1% | 0.112% | |
5/16/2025 | Redwood Financial Network Corp | 20,814 | $826K | 0.6% | +11.1% | 0.008% | |
5/16/2025 | NewEdge Advisors LLC | 1,106,723 | $43.93M | 0.3% | +11.9% | 0.439% | |
5/16/2025 | Integrated Wealth Concepts LLC | 69,571 | $2.76M | 0.0% | -4.3% | 0.028% | |
5/16/2025 | Cook Wealth LLC | 491,919 | $20.21M | 9.8% | +36.2% | 0.195% | |
5/16/2025 | AlTi Global Inc. | 250,694 | $9.95M | 0.3% | +3.0% | 0.099% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 85,083 | $3.38M | 0.0% | +37.5% | 0.034% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 61,977 | $2.46M | 0.0% | +24.7% | 0.025% | |
5/15/2025 | Flputnam Investment Management Co. | 58,759 | $2.33M | 0.0% | -9.7% | 0.023% | |
5/15/2025 | Royal Bank of Canada | 1,179,207 | $46.80M | 0.0% | -8.5% | 0.468% | |
5/15/2025 | MAI Capital Management | 1,135 | $45K | 0.0% | -21.9% | 0.000% | |
5/15/2025 | Ewing Morris & Co. Investment Partners Ltd. | 92,665 | $3.68M | 1.4% | +25.5% | 0.037% | |
5/15/2025 | Titleist Asset Management LLC | 23,585 | $936K | 0.1% | -10.9% | 0.009% | |
5/15/2025 | Baird Financial Group Inc. | 8,320 | $330K | 0.0% | +3.9% | 0.003% | |
5/15/2025 | Palo Alto Wealth Advisors LLC | 93,801 | $3.94M | 1.6% | +4.0% | 0.037% | |
5/15/2025 | WPG Advisers LLC | 129,368 | $5.14M | 4.8% | N/A | 0.051% | |
5/14/2025 | Triad Wealth Partners LLC | 17,511 | $695K | 0.2% | -51.4% | 0.007% | |
5/14/2025 | PKS Advisory Services LLC | 15,296 | $607K | 0.2% | -2.2% | 0.006% | |
5/14/2025 | Comerica Bank | 53,901 | $2.14M | 0.0% | +0.9% | 0.021% | |
5/14/2025 | SVB Wealth LLC | 227,843 | $9.04M | 0.4% | -17.3% | 0.090% | |
5/14/2025 | Smartleaf Asset Management LLC | 29,537 | $1.18M | 0.1% | +147,585.0% | 0.012% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,419,539 | $96.03M | 0.1% | -11.6% | 0.959% | |
5/14/2025 | Haverford Trust Co | 357,014 | $14.17M | 0.1% | +35.6% | 0.142% | |
5/14/2025 | Sax Wealth Advisors LLC | 56,727 | $2.25M | 0.2% | -8.5% | 0.022% | |
5/14/2025 | Kestra Advisory Services LLC | 110,452 | $4.38M | 0.0% | -6.0% | 0.044% | |
5/14/2025 | Ameriprise Financial Inc. | 8,193,685 | $325.70M | 0.1% | +43.1% | 3.249% | |
5/14/2025 | CW Advisors LLC | 19,799 | $786K | 0.0% | N/A | 0.008% | |
5/14/2025 | Flow Traders U.S. LLC | 158,732 | $6.30M | 0.3% | -50.4% | 0.063% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 80,086 | $3.18M | 0.2% | +1.9% | 0.032% | |
5/14/2025 | Capital Analysts LLC | 299,688 | $11.90M | 0.4% | +572.0% | 0.119% | |
5/14/2025 | Tradition Wealth Management LLC | 45,705 | $1.81M | 0.2% | -3.5% | 0.018% | |
5/14/2025 | Andina Capital Management LLC | 20,059 | $796K | 0.6% | +25.1% | 0.008% | |
5/14/2025 | Colonial Trust Advisors | 194,361 | $7.71M | 0.7% | +15.9% | 0.077% | |
5/13/2025 | Aptus Capital Advisors LLC | 410,337 | $16.29M | 0.2% | +9.4% | 0.163% | |
5/13/2025 | SFI Advisors LLC | 75,802 | $3.01M | 2.2% | +12.6% | 0.030% | |
5/13/2025 | Raymond James Financial Inc. | 1,719,939 | $68.26M | 0.0% | +4.6% | 0.682% | |
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5/13/2025 | Cresset Asset Management LLC | 1,314,515 | $52.17M | 0.3% | +0.0% | 0.521% | |
5/13/2025 | Tacita Capital Inc | 90,881 | $3.61M | 2.6% | +1.2% | 0.036% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 6,971 | $277K | 0.0% | +4.9% | 0.003% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 35,925 | $1.43M | 0.0% | N/A | 0.014% | |
5/13/2025 | Evensky & Katz LLC | 120,565 | $4.79M | 0.3% | -4.3% | 0.048% | |
5/13/2025 | Heck Capital Advisors LLC | 5,758 | $229K | 0.0% | +19.3% | 0.002% | |
5/13/2025 | NFP Retirement Inc. | 232,638 | $9.23M | 0.7% | +5.8% | 0.092% | |
5/13/2025 | MSH Capital Advisors LLC | 13,619 | $541K | 0.2% | +3.0% | 0.005% | |
5/13/2025 | HighTower Advisors LLC | 2,103,785 | $83.50M | 0.1% | -1.0% | 0.834% | |
5/12/2025 | Capital Planning Advisors LLC | 466,960 | $18.53M | 2.9% | +1.3% | 0.185% | |