5/22/2025 | Kilter Group LLC | 57,257 | $10.91M | 7.1% | +47.0% | 0.029% | |
5/21/2025 | Geneos Wealth Management Inc. | 42,556 | $8.11M | 0.3% | -0.1% | 0.021% | |
5/20/2025 | Belpointe Asset Management LLC | 17,269 | $3.29M | 0.2% | -7.5% | 0.009% | |
5/20/2025 | Focus Partners Wealth | 413,144 | $78.74M | 0.2% | +0.1% | 0.207% | |
5/20/2025 | Flaharty Asset Management LLC | 174 | $33K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 118,187 | $22.52M | 0.9% | +71.2% | 0.059% | |
5/20/2025 | Glenview Trust co | 8,424 | $1.61M | 0.0% | -8.3% | 0.004% | |
5/19/2025 | SCS Capital Management LLC | 36,593 | $6.97M | 0.1% | +53.6% | 0.018% | |
5/16/2025 | Semmax Financial Advisors Inc. | 4,887 | $906K | 0.2% | +37.5% | 0.002% | |
5/16/2025 | Ascent Group LLC | 290,047 | $55.28M | 2.4% | +585.6% | 0.146% | |
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5/16/2025 | Arete Wealth Advisors LLC | 6,262 | $1.19M | 0.1% | +48.3% | 0.003% | |
5/16/2025 | Great Lakes Advisors LLC | 454 | $83K | 0.0% | +6,385.7% | 0.000% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 36,762 | $7.01M | 0.3% | +6.4% | 0.018% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,590,004 | $493.60M | 0.1% | +4.2% | 1.300% | |
5/16/2025 | Kestra Investment Management LLC | 75,934 | $14.47M | 0.5% | -46.5% | 0.038% | |
5/16/2025 | Cape Investment Advisory Inc. | 1,834 | $350K | 0.1% | +56.0% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 330,653 | $63.02M | 0.1% | +25.0% | 0.166% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 2,360 | $450K | 0.3% | N/A | 0.001% | |
5/16/2025 | Pinnacle Family Advisors LLC | 17,131 | $3.27M | 1.8% | +2.6% | 0.009% | |
5/16/2025 | NewEdge Advisors LLC | 733,872 | $139.86M | 0.8% | +51.9% | 0.368% | |
5/16/2025 | Integrated Wealth Concepts LLC | 136,999 | $26.11M | 0.3% | +34.2% | 0.069% | |
5/16/2025 | Hancock Whitney Corp | 22,526 | $4.29M | 0.1% | -37.1% | 0.011% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 44,554 | $8.49M | 0.1% | +3.1% | 0.022% | |
5/16/2025 | Concorde Asset Management LLC | 10,854 | $1.97M | 1.1% | +8.7% | 0.005% | |
5/16/2025 | Copperleaf Capital LLC | 17,374 | $3.31M | 2.0% | +49.0% | 0.009% | |
5/16/2025 | AQR Capital Management LLC | 37,914 | $7.23M | 0.0% | -31.4% | 0.019% | |
5/16/2025 | Amundi | 41,400 | $7.59M | 0.0% | +15.0% | 0.021% | |
5/16/2025 | Ancora Advisors LLC | 31,719 | $6.05M | 0.1% | +465.7% | 0.016% | |
5/16/2025 | Aprio Wealth Management LLC | 5,147 | $981K | 0.1% | +4.1% | 0.003% | |
5/15/2025 | Family Office Research LLC | 1,596 | $304K | 0.1% | -15.1% | 0.001% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 36,274 | $6.91M | 0.0% | -47.2% | 0.018% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 15,227 | $2.90M | 0.0% | +1.4% | 0.008% | |
5/15/2025 | One Wealth Capital Management LLC | 27,115 | $5.17M | 2.8% | +78.0% | 0.014% | |
5/15/2025 | Flputnam Investment Management Co. | 2,210 | $421K | 0.0% | -3.0% | 0.001% | |
5/15/2025 | Royal Bank of Canada | 1,252,572 | $238.72M | 0.0% | +2.5% | 0.628% | |
5/15/2025 | Betterment LLC | 401,919 | $76.60M | 0.2% | -3.4% | 0.202% | |
5/15/2025 | MAI Capital Management | 985,720 | $187.86M | 1.4% | -3.6% | 0.495% | |
5/15/2025 | Connecticut Wealth Management LLC | 4,705 | $897K | 0.0% | -12.9% | 0.002% | |
5/15/2025 | Benchmark Investment Advisors LLC | 4,114 | $784K | 0.5% | -4.0% | 0.002% | |
5/15/2025 | Baird Financial Group Inc. | 298,694 | $56.93M | 0.1% | -11.6% | 0.150% | |
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5/15/2025 | Pinnacle Wealth Planning Services Inc. | 2,819 | $537K | 0.1% | -61.8% | 0.001% | |
5/15/2025 | Tortoise Investment Management LLC | 31,629 | $6.03M | 0.6% | -0.2% | 0.016% | |
5/15/2025 | Graney & King LLC | 316 | $60K | 0.0% | +22.5% | 0.000% | |
5/15/2025 | Oarsman Capital Inc. | 1,992 | $380K | 0.1% | -29.9% | 0.001% | |
5/15/2025 | Clarity Asset Management Inc. | 625 | $119K | 0.1% | -86.2% | 0.000% | |
5/14/2025 | Wealth Preservation Advisors LLC | 672 | $128K | 0.1% | N/A | 0.000% | |
5/14/2025 | Delta Investment Management LLC | 1,559 | $297K | 0.1% | +9.3% | 0.001% | |
5/14/2025 | Triad Wealth Partners LLC | 70,867 | $13.51M | 4.2% | +45.4% | 0.036% | |
5/14/2025 | CreativeOne Wealth LLC | 179,780 | $34.26M | 1.0% | +51.9% | 0.090% | |
5/14/2025 | Ieq Capital LLC | 79,400 | $15.13M | 0.1% | -20.5% | 0.040% | |
5/14/2025 | Quadcap Wealth Management LLC | 4,037 | $769K | 0.1% | -6.0% | 0.002% | |
5/14/2025 | Redwood Investment Management LLC | 8,072 | $1.54M | 0.2% | +6.4% | 0.004% | |
5/14/2025 | Per Stirling Capital Management LLC. | 153,830 | $29.32M | 4.2% | +4.5% | 0.077% | |
5/14/2025 | Nicolet Bankshares Inc. | 32,054 | $6.11M | 1.2% | +0.3% | 0.016% | |
5/14/2025 | PKS Advisory Services LLC | 13,121 | $2.50M | 0.7% | -21.0% | 0.007% | |
5/14/2025 | WCG Wealth Advisors LLC | 37,219 | $7.09M | 0.5% | +39.0% | 0.019% | |
5/14/2025 | South Plains Financial Inc. | 5,962 | $1.14M | 0.9% | +2.6% | 0.003% | |
5/14/2025 | Bank of Hawaii | 13,060 | $2.49M | 0.1% | -5.6% | 0.007% | |
5/14/2025 | Corebridge Financial Inc. | 53,000 | $10.10M | 0.1% | -43.2% | 0.027% | |
5/14/2025 | Talisman Wealth Advisors LLC | 1,751 | $334K | 0.3% | +64.4% | 0.001% | |
5/14/2025 | Comerica Bank | 370,893 | $70.69M | 0.3% | +0.3% | 0.186% | |
5/14/2025 | Freedom Investment Management Inc. | 3,725 | $710K | 0.1% | N/A | 0.002% | |
5/14/2025 | Synovus Financial Corp | 10,225 | $1.95M | 0.0% | -8.0% | 0.005% | |
5/14/2025 | Smartleaf Asset Management LLC | 4,545 | $858K | 0.1% | +7.4% | 0.002% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 271,408 | $51.73M | 0.0% | -1.3% | 0.136% | |
5/14/2025 | Sax Wealth Advisors LLC | 28,958 | $5.52M | 0.4% | +1.7% | 0.015% | |
5/14/2025 | Leslie Global Wealth LLC | 12,203 | $2.33M | 1.1% | -1.9% | 0.006% | |
5/14/2025 | Allstate Corp | 20,138 | $3.84M | 0.1% | -21.4% | 0.010% | |
5/14/2025 | Kestra Advisory Services LLC | 405,618 | $77.30M | 0.4% | +0.9% | 0.204% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 34,472 | $6.57M | 0.7% | +3.8% | 0.017% | |
5/14/2025 | Compound Planning Inc. | 10,771 | $2.05M | 0.1% | +16.6% | 0.005% | |
5/14/2025 | Barnes Wealth Management Group Inc | 20,107 | $3.83M | 2.5% | +34.1% | 0.010% | |
5/14/2025 | Ameriprise Financial Inc. | 2,546,232 | $485.36M | 0.1% | +3.7% | 1.278% | |
5/14/2025 | Guidance Point Advisors LLC | 61,793 | $11.78M | 3.4% | +0.8% | 0.031% | |
5/14/2025 | CW Advisors LLC | 5,542 | $1.06M | 0.0% | N/A | 0.003% | |
5/14/2025 | Summit Financial LLC | 4,919 | $937K | 0.0% | -26.7% | 0.002% | |
5/14/2025 | United Asset Strategies Inc. | 40,232 | $7.67M | 0.7% | -0.4% | 0.020% | |
5/14/2025 | Flow Traders U.S. LLC | 40,529 | $7.72M | 0.3% | N/A | 0.020% | |
5/14/2025 | Tiemann Investment Advisors LLC | 7,777 | $1.48M | 0.7% | -0.8% | 0.004% | |
5/14/2025 | Partners Capital Investment Group LLP | 27,446 | $5.23M | 0.1% | +100.8% | 0.014% | |
5/14/2025 | PGIM Custom Harvest LLC | 14,445 | $2.75M | 0.1% | -0.9% | 0.007% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 19,371 | $3.69M | 0.2% | -25.2% | 0.010% | |
5/14/2025 | GM Advisory Group LLC | 2,030 | $387K | 0.0% | +34.1% | 0.001% | |
5/14/2025 | GDS Wealth Management | 2,342 | $446K | 0.0% | +13.7% | 0.001% | |
5/14/2025 | Asset Management Group Inc. | 51,849 | $9.88M | 1.8% | +0.1% | 0.026% | |
5/14/2025 | Capital Analysts LLC | 69,579 | $13.26M | 0.5% | +22.4% | 0.035% | |
5/14/2025 | Level Four Advisory Services LLC | 28,597 | $5.45M | 0.2% | +29.5% | 0.014% | |
5/14/2025 | Tradition Wealth Management LLC | 26,115 | $4.98M | 0.4% | +38.2% | 0.013% | |
5/14/2025 | HMS Capital Management LLC | 1,373 | $262K | 0.1% | -19.2% | 0.001% | |
5/14/2025 | Vertex Planning Partners LLC | 38,556 | $7.35M | 1.6% | +44.6% | 0.019% | |
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5/14/2025 | Venture Visionary Partners LLC | 5,589 | $1.07M | 0.0% | -44.7% | 0.003% | |
5/14/2025 | JT Stratford LLC | 4,887 | $931K | 0.2% | +51.1% | 0.002% | |
5/14/2025 | Hsbc Holdings PLC | 3,955 | $754K | 0.0% | -2.5% | 0.002% | |
5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 3,913 | $746K | 0.1% | +53.2% | 0.002% | |
5/14/2025 | Bank OZK | 2,587 | $493K | 0.2% | +7.4% | 0.001% | |
5/14/2025 | Financial Advisors Network Inc. | 49,953 | $9.52M | 1.6% | -0.8% | 0.025% | |
5/14/2025 | Lee Financial Co | 9,112 | $1.74M | 0.3% | -4.1% | 0.005% | |
5/14/2025 | RWA Wealth Partners LLC | 123,188 | $23.48M | 0.3% | -39.8% | 0.062% | |
5/14/2025 | Edgar Lomax Co. VA | 20,799 | $3.96M | 0.2% | -20.4% | 0.010% | |
5/13/2025 | Aptus Capital Advisors LLC | 10,970 | $2.09M | 0.0% | +0.6% | 0.006% | |