5/2/2025 | Summit X LLC | 3,512 | $266K | 0.1% | -3.5% | 0.006% | |
5/2/2025 | Capital A Wealth Management LLC | 1,172 | $89K | 0.1% | -10.5% | 0.002% | |
5/2/2025 | Summit Wealth Group LLC | 95,819 | $7.26M | 2.1% | -1.5% | 0.166% | |
5/2/2025 | Wealthfront Advisers LLC | 62,155 | $4.71M | 0.0% | -1.1% | 0.108% | |
5/2/2025 | Apollon Wealth Management LLC | 10,809 | $819K | 0.0% | -11.4% | 0.019% | |
5/2/2025 | Sigma Planning Corp | 8,815 | $668K | 0.0% | +2.7% | 0.015% | |
5/2/2025 | Slow Capital Inc. | 43,556 | $3.30M | 0.4% | -23.7% | 0.075% | |
5/1/2025 | Zullo Investment Group Inc. | 2,841 | $215K | 0.1% | -17.6% | 0.005% | |
5/1/2025 | Marks Group Wealth Management Inc | 59,391 | $4.50M | 0.4% | +25.9% | 0.103% | |
5/1/2025 | CWM LLC | 35,259 | $2.67M | 0.0% | -0.5% | 0.061% | |
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5/1/2025 | Cardinal Strategic Wealth Guidance | 82,182 | $6.22M | 2.0% | +4.2% | 0.142% | |
4/30/2025 | Sharkey Howes & Javer | 27,186 | $2.06M | 0.3% | -0.7% | 0.047% | |
4/30/2025 | New Insight Wealth Advisors | 88,545 | $6.71M | 3.0% | +12.4% | 0.153% | |
4/30/2025 | Stratos Wealth Partners LTD. | 35,682 | $2.70M | 0.0% | -1.5% | 0.062% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 31,505 | $2.39M | 0.1% | +8.6% | 0.055% | |
4/29/2025 | Envestnet Asset Management Inc. | 244,237 | $18.50M | 0.0% | +36.1% | 0.423% | |
4/29/2025 | Vickerman Investment Advisors Inc. | 133,410 | $10.10M | 2.3% | -0.7% | 0.231% | |
4/29/2025 | Concurrent Investment Advisors LLC | 7,458 | $565K | 0.0% | +141.7% | 0.013% | |
4/29/2025 | VAUGHAN & Co SECURITIES INC. | 97,974 | $7.42M | 4.6% | -0.5% | 0.170% | |
4/29/2025 | OneDigital Investment Advisors LLC | 14,851 | $1.13M | 0.0% | -2.9% | 0.026% | |
4/29/2025 | 4J Wealth Management LLC | 3,352 | $254K | 0.2% | -87.3% | 0.006% | |
4/29/2025 | Values Added Financial LLC | 2,709 | $205K | 0.1% | N/A | 0.005% | |
4/28/2025 | North Capital Inc. | 1,008 | $76K | 0.1% | N/A | 0.002% | |
4/28/2025 | Mountain Capital Investment Advisors Inc. | 5,349 | $404K | 0.1% | +5.6% | 0.009% | |
4/28/2025 | D.A. Davidson & CO. | 6,433 | $487K | 0.0% | -10.0% | 0.011% | |
4/28/2025 | Mutual Advisors LLC | 8,991 | $686K | 0.0% | -12.0% | 0.016% | |
4/28/2025 | Able Wealth Management LLC | 14,265 | $1.08M | 0.6% | -8.1% | 0.025% | |
4/28/2025 | MontVue Capital Management Inc. | 4,113 | $312K | 0.2% | N/A | 0.007% | |
4/28/2025 | Private Trust Co. NA | 5,160 | $391K | 0.0% | -2.6% | 0.009% | |
4/28/2025 | Arlington Trust Co LLC | 29,380 | $2.23M | 0.5% | +8.9% | 0.051% | |
4/28/2025 | Pictet North America Advisors SA | 22,900 | $1.73M | 0.2% | -9.5% | 0.040% | |
4/28/2025 | Yukon Wealth Management Inc. | 14,214 | $1.08M | 0.4% | N/A | 0.025% | |
4/28/2025 | Sterling Group Wealth Management LLC | 105,326 | $7.98M | 4.3% | -1.7% | 0.183% | |
4/25/2025 | Intelligence Driven Advisers LLC | 3,267 | $247K | 0.0% | -7.4% | 0.006% | |
4/25/2025 | Tradewinds Capital Management LLC | 469 | $36K | 0.0% | N/A | 0.001% | |
4/25/2025 | Nicholson Meyer Capital Management Inc. | 85,831 | $6.50M | 6.0% | N/A | 0.149% | |
4/25/2025 | Ameritas Advisory Services LLC | 4,658 | $358K | 0.0% | +4.6% | 0.008% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 13,931 | $1.06M | 0.0% | +3.7% | 0.024% | |
4/25/2025 | Essex Financial Services Inc. | 13,005 | $985K | 0.1% | -2.4% | 0.023% | |
4/24/2025 | Sunbelt Securities Inc. | 650 | $49K | 0.0% | -71.9% | 0.001% | |
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4/24/2025 | Money Concepts Capital Corp | 29,959 | $2.27M | 0.2% | -1.2% | 0.052% | |
4/23/2025 | Western Wealth Management LLC | 28,588 | $2.17M | 0.1% | -6.6% | 0.050% | |
4/23/2025 | Sequoia Financial Advisors LLC | 3,467 | $263K | 0.0% | +11.6% | 0.006% | |
4/23/2025 | SOL Capital Management CO | 87,020 | $6.59M | 0.7% | +1.3% | 0.151% | |
4/23/2025 | Golden State Wealth Management LLC | 3,006 | $228K | 0.0% | +99.9% | 0.005% | |
4/23/2025 | Bessemer Group Inc. | 12,415 | $940K | 0.0% | -28.9% | 0.022% | |
4/23/2025 | Balance Wealth LLC | 13,945 | $1.06M | 0.7% | N/A | 0.024% | |
4/23/2025 | Sheets Smith Wealth Management | 16,388 | $1.24M | 0.2% | -17.0% | 0.028% | |
4/23/2025 | Oppenheimer & Co. Inc. | 4,443 | $337K | 0.0% | -16.1% | 0.008% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 435,667 | $33.00M | 0.1% | -6.3% | 0.755% | |
4/21/2025 | Blue Trust Inc. | 4,994 | $378K | 0.0% | -52.8% | 0.009% | |
4/21/2025 | Johnson Investment Counsel Inc. | 109,400 | $8.29M | 0.1% | +0.4% | 0.190% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 7,745 | $591K | 0.0% | +76.4% | 0.013% | |
4/18/2025 | Financial Perspectives Inc | 2,500 | $189K | 0.1% | +34.1% | 0.004% | |
4/17/2025 | Janney Montgomery Scott LLC | 35,980 | $2.73M | 0.0% | -0.4% | 0.062% | |
4/17/2025 | Keystone Wealth Services LLC | 10,034 | $760K | 0.2% | -9.4% | 0.017% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 64,579 | $4.89M | 0.0% | -10.6% | 0.112% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 16,386 | $1.24M | 0.1% | -23.8% | 0.028% | |
4/16/2025 | Defined Wealth Management LLC | 35,632 | $2.70M | 1.8% | -0.9% | 0.062% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 4,770 | $361K | 0.0% | -10.1% | 0.008% | |
4/16/2025 | Thomasville National Bank | 3,751 | $284K | 0.0% | -26.2% | 0.007% | |
4/15/2025 | Two West Capital Advisors LLC | 2,854 | $209K | 0.2% | -10.0% | 0.005% | |
4/15/2025 | Integrated Advisors Network LLC | 4,585 | $347K | 0.0% | -7.0% | 0.008% | |
4/15/2025 | Central Valley Advisors LLC | 7,840 | $594K | 0.2% | -2.3% | 0.014% | |
4/15/2025 | Shira Ridge Wealth Management | 100,451 | $7.61M | 3.8% | -48.7% | 0.174% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 22,734 | $1.72M | 0.0% | -5.5% | 0.039% | |
4/14/2025 | PFS Partners LLC | 373 | $28K | 0.0% | -30.5% | 0.001% | |
4/14/2025 | Courier Capital LLC | 52,282 | $3.96M | 0.3% | -0.6% | 0.091% | |
4/14/2025 | Flagship Private Wealth LLC | 50,173 | $3.80M | 1.8% | -1.1% | 0.087% | |
4/14/2025 | Charter Oak Capital Management LLC | 41,831 | $3.17M | 0.3% | +2.1% | 0.072% | |
4/11/2025 | Pines Wealth Management LLC | 9,982 | $756K | 0.3% | +106.2% | 0.016% | |
4/11/2025 | Safeguard Financial LLC | 6,662 | $505K | 0.1% | N/A | 0.011% | |
4/10/2025 | Cypress Wealth Services LLC | 10,603 | $803K | 0.2% | -2.9% | 0.017% | |
4/10/2025 | Long Run Wealth Advisors LLC | 42,150 | $3.19M | 0.7% | -26.0% | 0.069% | |
4/8/2025 | Parallel Advisors LLC | 271,432 | $20.56M | 0.4% | +3.3% | 0.445% | |
4/7/2025 | Silvia Mccoll Wealth Management LLC | 23,400 | $1.77M | 1.3% | -4.1% | 0.038% | |
3/27/2025 | Milestone Asset Management Group LLC | 6,999 | $593K | 0.5% | N/A | 0.011% | |
3/24/2025 | Mascagni Wealth Management Inc. | 2,176 | $184K | 0.2% | N/A | 0.004% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 72,212 | $6.12M | 0.0% | +15.6% | 0.122% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 5,303 | $449K | 0.0% | +6.2% | 0.009% | |
3/14/2025 | Tableaux LLC | 5,310 | $450K | 0.4% | N/A | 0.009% | |
2/26/2025 | Capital A Wealth Management LLC | 1,309 | $111K | 0.2% | N/A | 0.002% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 18,096 | $1.53M | 0.1% | -13.4% | 0.029% | |
2/25/2025 | Integrated Advisors Network LLC | 4,929 | $418K | 0.0% | +37.5% | 0.008% | |
2/24/2025 | Ameriflex Group Inc. | 1,873 | $157K | 0.1% | N/A | 0.003% | |
2/24/2025 | United Advisor Group LLC | 2,944 | $249K | 0.0% | +8.3% | 0.005% | |
2/18/2025 | GTS Securities LLC | 19,514 | $1.65M | 0.1% | +104.4% | 0.033% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 10,280 | $871K | 0.4% | -3.1% | 0.017% | |
2/18/2025 | Delta Investment Management LLC | 3,695 | $313K | 0.1% | -5.8% | 0.006% | |
2/17/2025 | Waverly Advisors LLC | 45,486 | $3.86M | 0.1% | +3.7% | 0.076% | |
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2/17/2025 | Snowden Capital Advisors LLC | 18,332 | $1.55M | 0.0% | -2.1% | 0.031% | |
2/17/2025 | Royal Bank of Canada | 855,132 | $72.47M | 0.0% | -0.3% | 1.434% | |
2/17/2025 | Minot DeBlois Advisors LLC | 3,950 | $335K | 0.3% | N/A | 0.007% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 5,448 | $462K | 0.0% | +9.8% | 0.009% | |
2/17/2025 | Gotham Asset Management LLC | 6,314 | $535K | 0.0% | +94.7% | 0.011% | |
2/17/2025 | Focus Partners Wealth | 24,204 | $2.05M | 0.0% | +125.2% | 0.041% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 3,597 | $305K | 0.0% | -72.6% | 0.006% | |
2/17/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 2,281 | $193K | 0.0% | -97.5% | 0.004% | |
2/17/2025 | CoreCap Advisors LLC | 5,124 | $434K | 0.0% | +13.2% | 0.009% | |
2/17/2025 | Cresset Asset Management LLC | 56,904 | $4.82M | 0.0% | -48.0% | 0.095% | |