5/22/2025 | Rollins Financial Advisors LLC | 67,068 | $9.42M | 1.6% | -4.9% | 0.053% | |
5/22/2025 | Kilter Group LLC | 33,901 | $4.76M | 3.1% | +3.2% | 0.027% | |
5/21/2025 | Westbourne Investments Inc. | 12,010 | $1.69M | 1.0% | -2.0% | 0.010% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 33,438 | $4.70M | 0.9% | +2.5% | 0.027% | |
5/20/2025 | Belpointe Asset Management LLC | 9,823 | $1.38M | 0.1% | N/A | 0.008% | |
5/20/2025 | Focus Partners Wealth | 15,215 | $2.14M | 0.0% | +11.9% | 0.012% | |
5/20/2025 | Integrity Alliance LLC. | 114,697 | $16.11M | 0.6% | +46.2% | 0.091% | |
5/20/2025 | Glenview Trust co | 16,211 | $2.28M | 0.0% | -34.2% | 0.013% | |
5/19/2025 | Advisory Alpha LLC | 8,342 | $1.17M | 0.0% | -1.9% | 0.007% | |
5/19/2025 | Client 1ST Advisory Group LLC | 14,495 | $2.04M | 0.8% | +6.3% | 0.011% | |
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5/19/2025 | SCS Capital Management LLC | 2,385 | $335K | 0.0% | N/A | 0.002% | |
5/16/2025 | Prostatis Group LLC | 26,320 | $3.70M | 1.2% | -49.7% | 0.021% | |
5/16/2025 | Semmax Financial Advisors Inc. | 3,028 | $449K | 0.1% | +4.6% | 0.002% | |
5/16/2025 | Ascent Group LLC | 158,880 | $22.31M | 1.0% | +251.7% | 0.126% | |
5/16/2025 | Arete Wealth Advisors LLC | 5,045 | $708K | 0.1% | +20.3% | 0.004% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 2,618 | $368K | 0.0% | +101.5% | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 322,863 | $45.34M | 1.7% | +597.9% | 0.256% | |
5/16/2025 | Goldman Sachs Group Inc. | 584,484 | $82.09M | 0.0% | +0.2% | 0.464% | |
5/16/2025 | Jones Financial Companies Lllp | 59,576 | $8.37M | 0.0% | -42.1% | 0.047% | |
5/16/2025 | Redwood Financial Network Corp | 9,931 | $1.40M | 1.1% | +27.8% | 0.008% | |
5/16/2025 | Pinnacle Family Advisors LLC | 2,063 | $290K | 0.2% | +19.2% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 575,669 | $80.85M | 0.5% | +9.3% | 0.457% | |
5/16/2025 | Integrated Wealth Concepts LLC | 120,996 | $16.99M | 0.2% | +3.8% | 0.096% | |
5/16/2025 | Clark Capital Management Group Inc. | 2,247 | $316K | 0.0% | +9.7% | 0.002% | |
5/16/2025 | Concorde Asset Management LLC | 13,655 | $1.90M | 1.0% | +4.7% | 0.011% | |
5/16/2025 | Copperleaf Capital LLC | 11,401 | $1.60M | 1.0% | +6.6% | 0.009% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 2,505 | $352K | 0.0% | -6.0% | 0.002% | |
5/16/2025 | AQR Capital Management LLC | 10,066 | $1.41M | 0.0% | +58.1% | 0.008% | |
5/16/2025 | AlTi Global Inc. | 5,807 | $816K | 0.0% | -15.2% | 0.005% | |
5/16/2025 | Ancora Advisors LLC | 32,669 | $4.59M | 0.1% | +15.3% | 0.026% | |
5/16/2025 | Aprio Wealth Management LLC | 7,623 | $1.07M | 0.1% | +35.5% | 0.006% | |
5/15/2025 | Promethium Advisors LLC | 16,535 | $2.32M | 1.5% | -2.0% | 0.013% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 41,371 | $5.81M | 0.0% | -4.0% | 0.033% | |
5/15/2025 | EP Wealth Advisors LLC | 16,739 | $2.35M | 0.0% | -5.5% | 0.013% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 3,546 | $498K | 0.0% | +54.2% | 0.003% | |
5/15/2025 | One Wealth Capital Management LLC | 18,906 | $2.66M | 1.4% | -0.6% | 0.015% | |
5/15/2025 | Ameriflex Group Inc. | 6,669 | $937K | 0.4% | +66.4% | 0.005% | |
5/15/2025 | Flputnam Investment Management Co. | 3,313 | $465K | 0.0% | +7.8% | 0.003% | |
5/15/2025 | Royal Bank of Canada | 1,043,316 | $146.52M | 0.0% | -2.7% | 0.828% | |
5/15/2025 | MAI Capital Management | 56,373 | $7.92M | 0.1% | -2.9% | 0.045% | |
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5/15/2025 | Connecticut Wealth Management LLC | 18,232 | $2.56M | 0.1% | -3.0% | 0.014% | |
5/15/2025 | Baird Financial Group Inc. | 44,557 | $6.26M | 0.0% | +6.4% | 0.035% | |
5/15/2025 | OLD Mission Capital LLC | 11,911 | $1.67M | 0.0% | N/A | 0.009% | |
5/15/2025 | The Manufacturers Life Insurance Company | 1,021,938 | $143.52M | 0.1% | +113.3% | 0.811% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 328 | $46K | 0.0% | -88.6% | 0.000% | |
5/15/2025 | Trexquant Investment LP | 1,603 | $225K | 0.0% | -11.4% | 0.001% | |
5/15/2025 | D L Carlson Investment Group Inc. | 2,870 | $403K | 0.1% | -5.1% | 0.002% | |
5/14/2025 | Triad Wealth Partners LLC | 32,024 | $4.50M | 1.4% | +19.4% | 0.025% | |
5/14/2025 | CreativeOne Wealth LLC | 134,005 | $18.82M | 0.6% | -0.8% | 0.106% | |
5/14/2025 | Quadcap Wealth Management LLC | 1,908 | $268K | 0.0% | -8.3% | 0.002% | |
5/14/2025 | Redwood Investment Management LLC | 7,851 | $1.10M | 0.1% | +3.2% | 0.006% | |
5/14/2025 | Samalin Investment Counsel LLC | 2,977 | $418K | 0.2% | -5.0% | 0.002% | |
5/14/2025 | WCG Wealth Advisors LLC | 48,103 | $6.76M | 0.5% | -4.2% | 0.038% | |
5/14/2025 | NCM Capital Management LLC | 10,224 | $1.44M | 0.6% | +9.2% | 0.008% | |
5/14/2025 | Full Sail Capital LLC | 5,740 | $806K | 0.1% | -7.4% | 0.005% | |
5/14/2025 | Apexium Financial LP | 200,929 | $28.22M | 1.7% | -2.9% | 0.159% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 20,073 | $2.82M | 0.0% | -27.5% | 0.016% | |
5/14/2025 | Comerica Bank | 50,349 | $7.07M | 0.0% | -8.1% | 0.040% | |
5/14/2025 | Freedom Investment Management Inc. | 2,835 | $398K | 0.0% | +110.2% | 0.002% | |
5/14/2025 | Synovus Financial Corp | 4,683 | $658K | 0.0% | -2.2% | 0.004% | |
5/14/2025 | Smartleaf Asset Management LLC | 22,727 | $3.20M | 0.3% | +10.6% | 0.018% | |
5/14/2025 | Westwood Wealth Management | 10,075 | $1.42M | 0.6% | -14.1% | 0.008% | |
5/14/2025 | Biondo Investment Advisors LLC | 3,685 | $518K | 0.1% | -7.9% | 0.003% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 316,672 | $44.47M | 0.0% | +16.2% | 0.251% | |
5/14/2025 | Sax Wealth Advisors LLC | 3,633 | $510K | 0.0% | +2.7% | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 362,246 | $50.87M | 0.2% | +3.1% | 0.287% | |
5/14/2025 | 1832 Asset Management L.P. | 10,188 | $1.43M | 0.0% | -60.4% | 0.008% | |
5/14/2025 | Compound Planning Inc. | 114,734 | $16.11M | 0.7% | +11.6% | 0.091% | |
5/14/2025 | Barnes Wealth Management Group Inc | 11,081 | $1.56M | 1.0% | +3.7% | 0.009% | |
5/14/2025 | Ameriprise Financial Inc. | 1,129,480 | $158.54M | 0.0% | -5.8% | 0.896% | |
5/14/2025 | Guidance Point Advisors LLC | 2,047 | $288K | 0.1% | +8.2% | 0.002% | |
5/14/2025 | CW Advisors LLC | 318,535 | $44.74M | 0.5% | -3.7% | 0.253% | |
5/14/2025 | Summit Financial LLC | 2,909 | $409K | 0.0% | +84.2% | 0.002% | |
5/14/2025 | Partners Capital Investment Group LLP | 105,813 | $14.86M | 0.3% | +19.1% | 0.084% | |
5/14/2025 | Accredited Wealth Management LLC | 237 | $33K | 0.0% | N/A | 0.000% | |
5/14/2025 | Elevate Wealth Advisory Inc. | 545 | $77K | 0.1% | N/A | 0.000% | |
5/14/2025 | PGIM Custom Harvest LLC | 4,528,761 | $636.02M | 15.2% | +4.4% | 3.593% | |
5/14/2025 | Capital Analysts LLC | 19,664 | $2.76M | 0.1% | +10.5% | 0.016% | |
5/14/2025 | Tradition Wealth Management LLC | 21,903 | $3.08M | 0.3% | +2.3% | 0.017% | |
5/14/2025 | Vertex Planning Partners LLC | 15,868 | $2.23M | 0.5% | +7.4% | 0.013% | |
5/14/2025 | Venture Visionary Partners LLC | 2,008 | $282K | 0.0% | -50.0% | 0.002% | |
5/14/2025 | JT Stratford LLC | 4,463 | $627K | 0.1% | +46.8% | 0.004% | |
5/14/2025 | Hsbc Holdings PLC | 763,350 | $107.21M | 0.1% | +0.0% | 0.606% | |
5/14/2025 | HC Advisors LLC | 84,182 | $11.82M | 8.9% | +11.5% | 0.067% | |
5/13/2025 | Aptus Capital Advisors LLC | 8,462 | $1.19M | 0.0% | +35.3% | 0.007% | |
5/13/2025 | Freestone Capital Holdings LLC | 11,475 | $1.61M | 0.1% | +9.6% | 0.009% | |
5/13/2025 | CacheTech Inc. | 2,228 | $313K | 0.1% | N/A | 0.002% | |
5/13/2025 | Ethos Financial Group LLC | 26,422 | $3.71M | 0.4% | N/A | 0.021% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 82,093 | $11.53M | 0.1% | +8.2% | 0.065% | |
5/13/2025 | Intrepid Financial Planning Group LLC | 4,759 | $668K | 0.3% | +67.3% | 0.004% | |
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5/13/2025 | Adams Wealth Management | 2,228 | $313K | 0.1% | N/A | 0.002% | |
5/13/2025 | Raymond James Financial Inc. | 1,501,234 | $210.83M | 0.1% | -6.5% | 1.191% | |
5/13/2025 | Eaton Financial Holdings Company LLC | 5,333 | $749K | 0.3% | -21.1% | 0.004% | |
5/13/2025 | Cresset Asset Management LLC | 19,692 | $2.77M | 0.0% | +5.3% | 0.016% | |
5/13/2025 | United Capital Management of KS Inc. | 4,194 | $589K | 0.1% | -1.8% | 0.003% | |
5/13/2025 | Gen Wealth Partners Inc | 19,339 | $2.72M | 1.1% | +2.3% | 0.015% | |
5/13/2025 | EverSource Wealth Advisors LLC | 6,400 | $899K | 0.0% | -86.8% | 0.005% | |
5/13/2025 | High Falls Advisors Inc | 65,795 | $9.24M | 2.2% | +1.1% | 0.052% | |
5/13/2025 | Seaview Investment Managers LLC | 8,270 | $1.16M | 0.4% | -18.1% | 0.007% | |
5/13/2025 | Finley Financial LLC | 59,026 | $8.43M | 4.7% | +2.8% | 0.047% | |