5/22/2025 | Mattson Financial Services LLC | 70,506 | $3.58M | 1.1% | +19.6% | 0.018% | |
5/21/2025 | MBL Wealth LLC | 145,787 | $7.39M | 0.7% | +1.8% | 0.037% | |
5/21/2025 | Geneos Wealth Management Inc. | 337,894 | $17.14M | 0.6% | +27.4% | 0.086% | |
5/20/2025 | Blue Rock Wealth Management LLC | 77,608 | $3.94M | 3.3% | +2.0% | 0.020% | |
5/20/2025 | Belpointe Asset Management LLC | 50,439 | $2.56M | 0.1% | +9.0% | 0.013% | |
5/20/2025 | Focus Partners Wealth | 35,293 | $1.79M | 0.0% | +132.8% | 0.009% | |
5/20/2025 | Flaharty Asset Management LLC | 662,242 | $33.58M | 4.8% | +6.1% | 0.168% | |
5/19/2025 | Jane Street Group LLC | 964,725 | $48.92M | 0.0% | N/A | 0.245% | |
5/16/2025 | Semmax Financial Advisors Inc. | 175,361 | $8.85M | 2.4% | +10.8% | 0.045% | |
5/16/2025 | Logan Capital Management Inc. | 494 | $25K | 0.0% | N/A | 0.000% | |
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5/16/2025 | HFM Investment Advisors LLC | 985 | $50K | 0.0% | N/A | 0.000% | |
5/16/2025 | Faithward Advisors LLC | 58,543 | $2.97M | 0.5% | +16.7% | 0.015% | |
5/16/2025 | Arete Wealth Advisors LLC | 39,009 | $1.98M | 0.1% | +27.4% | 0.010% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 65,372 | $3.32M | 0.1% | +65.5% | 0.017% | |
5/16/2025 | Goldman Sachs Group Inc. | 491,083 | $24.90M | 0.0% | N/A | 0.125% | |
5/16/2025 | Kestra Investment Management LLC | 1,593,512 | $80.81M | 2.5% | +131.0% | 0.405% | |
5/16/2025 | Cape Investment Advisory Inc. | 48,176 | $2.44M | 1.0% | -2.6% | 0.012% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 2,195 | $111K | 0.1% | -95.4% | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 870,448 | $44.21M | 5.9% | +47.0% | 0.221% | |
5/16/2025 | Rise Advisors LLC | 16,667 | $845K | 0.4% | -17.4% | 0.004% | |
5/16/2025 | Ruggaard & Associates LLC | 13,051 | $662K | 0.3% | +21.7% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 262,844 | $13.33M | 0.1% | +46.5% | 0.067% | |
5/16/2025 | Integrated Wealth Concepts LLC | 267,288 | $13.55M | 0.2% | +139.3% | 0.068% | |
5/16/2025 | Curi RMB Capital LLC | 9,700 | $492K | 0.0% | -43.5% | 0.002% | |
5/16/2025 | Banque Transatlantique SA | 11,719 | $549K | 0.0% | N/A | 0.003% | |
5/16/2025 | AQR Capital Management LLC | 117,752 | $5.97M | 0.0% | +29.1% | 0.030% | |
5/16/2025 | Advisors Asset Management Inc. | 40,592 | $2.06M | 0.0% | +9.7% | 0.010% | |
5/16/2025 | AlphaQ Advisors LLC | 5,760 | $292K | 0.7% | N/A | 0.001% | |
5/16/2025 | Ancora Advisors LLC | 488,261 | $24.76M | 0.6% | +126.3% | 0.124% | |
5/16/2025 | Aprio Wealth Management LLC | 196,934 | $9.99M | 1.3% | N/A | 0.050% | |
5/16/2025 | 1 North Wealth Services LLC | 289,062 | $14.66M | 6.8% | N/A | 0.074% | |
5/15/2025 | Family Office Research LLC | 52,796 | $2.68M | 1.3% | +22.0% | 0.013% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 7,167 | $363K | 0.0% | -20.8% | 0.002% | |
5/15/2025 | Flputnam Investment Management Co. | 65,241 | $3.31M | 0.1% | N/A | 0.017% | |
5/15/2025 | Royal Bank of Canada | 5,675,445 | $287.80M | 0.1% | +31.8% | 1.444% | |
5/15/2025 | Betterment LLC | 20,063 | $1.02M | 0.0% | +5.8% | 0.005% | |
5/15/2025 | MAI Capital Management | 97,644 | $4.95M | 0.0% | +281.0% | 0.025% | |
5/15/2025 | Calton & Associates Inc. | 5,261 | $267K | 0.1% | N/A | 0.001% | |
5/15/2025 | Spectrum Wealth Advisory Group LLC | 10,758 | $546K | 0.3% | -92.2% | 0.003% | |
5/15/2025 | Connecticut Wealth Management LLC | 4,040 | $205K | 0.0% | N/A | 0.001% | |
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5/15/2025 | Baird Financial Group Inc. | 703,946 | $35.70M | 0.1% | +17.2% | 0.179% | |
5/15/2025 | Evergreen Capital Management LLC | 977,975 | $49.59M | 1.7% | -1.6% | 0.249% | |
5/15/2025 | Tortoise Investment Management LLC | 163,426 | $8.29M | 0.9% | +9.0% | 0.042% | |
5/14/2025 | Transamerica Financial Advisors LLC | 18,894 | $959K | 0.1% | -4.8% | 0.005% | |
5/14/2025 | RB Capital Management LLC | 153,862 | $7.80M | 1.8% | +5.1% | 0.039% | |
5/14/2025 | Ieq Capital LLC | 11,657 | $591K | 0.0% | N/A | 0.003% | |
5/14/2025 | CreativeOne Wealth LLC | 127,089 | $6.45M | 0.2% | -13.6% | 0.032% | |
5/14/2025 | Redwood Investment Management LLC | 4,911 | $249K | 0.0% | -48.5% | 0.001% | |
5/14/2025 | Per Stirling Capital Management LLC. | 270,736 | $13.73M | 2.0% | +76.2% | 0.069% | |
5/14/2025 | Orion Capital Management LLC | 198,018 | $10.04M | 4.2% | +215.4% | 0.050% | |
5/14/2025 | Jane Street Group LLC | 964,725 | $48.92M | 0.0% | N/A | 0.245% | |
5/14/2025 | Evergreen Wealth Solutions LLC | 109,670 | $5.56M | 3.8% | +90.1% | 0.028% | |
5/14/2025 | Comerica Bank | 120,710 | $6.12M | 0.0% | +10.7% | 0.031% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 71,158 | $3.61M | 1.0% | N/A | 0.018% | |
5/14/2025 | Napa Wealth Management | 14,168 | $718K | 0.4% | +12.1% | 0.004% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 458,072 | $23.23M | 0.0% | +42.5% | 0.117% | |
5/14/2025 | Haverford Trust Co | 735,085 | $37.28M | 0.4% | +36.1% | 0.187% | |
5/14/2025 | Kestra Advisory Services LLC | 1,755,425 | $89.02M | 0.4% | +38.9% | 0.447% | |
5/14/2025 | Laffer Tengler Investments Inc. | 27,956 | $1.42M | 0.3% | N/A | 0.007% | |
5/14/2025 | Circle Wealth Management LLC | 5,407 | $274K | 0.0% | N/A | 0.001% | |
5/14/2025 | Hobbs Group Advisors LLC | 16,209 | $822K | 0.3% | +44.9% | 0.004% | |
5/14/2025 | Mosaic Financial Group LLC | 8,607 | $436K | 0.4% | N/A | 0.002% | |
5/14/2025 | CW Advisors LLC | 8,470 | $430K | 0.0% | +9.4% | 0.002% | |
5/14/2025 | Flow Traders U.S. LLC | 31,700 | $1.61M | 0.1% | N/A | 0.008% | |
5/14/2025 | Level Four Advisory Services LLC | 113,257 | $5.74M | 0.2% | +2.9% | 0.029% | |
5/14/2025 | Vertex Planning Partners LLC | 19,959 | $1.01M | 0.2% | -32.6% | 0.005% | |
5/14/2025 | Andina Capital Management LLC | 20,182 | $1.02M | 0.7% | -79.8% | 0.005% | |
5/14/2025 | Blue Investment Partners LLC | 193,156 | $9.80M | 3.7% | +3.7% | 0.049% | |
5/14/2025 | Petix & Botte Co | 146,172 | $7.41M | 2.0% | +41.8% | 0.037% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 43,789 | $2.22M | 0.5% | -11.5% | 0.011% | |
5/13/2025 | Blue Edge Capital LLC | 254,387 | $12.90M | 2.1% | +54.0% | 0.065% | |
5/13/2025 | Freestone Capital Holdings LLC | 13,912 | $705K | 0.0% | -9.6% | 0.004% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 256,860 | $13.03M | 0.1% | +13.9% | 0.065% | |
5/13/2025 | Raymond James Financial Inc. | 7,491,562 | $379.90M | 0.1% | +24.5% | 1.906% | |
5/13/2025 | Elevatus Welath Management | 227,771 | $11.55M | 6.5% | +12.2% | 0.058% | |
5/13/2025 | Cresset Asset Management LLC | 125,779 | $6.38M | 0.0% | +145.4% | 0.032% | |
5/13/2025 | Twin Focus Capital Partners LLC | 250,163 | $12.69M | 2.0% | -0.7% | 0.064% | |
5/13/2025 | Wealthedge Investment Advisors LLC | 91,820 | $4.66M | 2.1% | +13.3% | 0.023% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 46,197 | $2.34M | 0.2% | N/A | 0.012% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 6,490,636 | $329.14M | 1.7% | +31.4% | 1.651% | |
5/13/2025 | Heck Capital Advisors LLC | 155,401 | $7.88M | 0.9% | -31.5% | 0.040% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 2,054 | $104K | 0.1% | +21.0% | 0.001% | |
5/13/2025 | NFP Retirement Inc. | 15,415 | $782K | 0.1% | +24.5% | 0.004% | |
5/13/2025 | Bridgewealth Advisory Group LLC | 201,552 | $10.22M | 13.4% | -62.3% | 0.051% | |
5/13/2025 | Anfield Capital Management LLC | 115,766 | $5.87M | 2.2% | N/A | 0.029% | |
5/13/2025 | HighTower Advisors LLC | 4,273,243 | $216.70M | 0.3% | +7.2% | 1.087% | |
5/13/2025 | Trajan Wealth LLC | 95,712 | $4.85M | 0.3% | +86.3% | 0.024% | |
5/13/2025 | Core Wealth Partners LLC | 66,389 | $3.37M | 2.0% | +143.8% | 0.017% | |
5/12/2025 | Knott David M Jr | 551,763 | $27.98M | 13.2% | -26.3% | 0.140% | |
5/12/2025 | Eagle Global Advisors LLC | 6,600 | $335K | 0.0% | +5.6% | 0.002% | |
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5/12/2025 | Meridian Wealth Management LLC | 24,744 | $1.26M | 0.1% | +12.9% | 0.006% | |
5/12/2025 | Operose Advisors LLC | 1,236 | $63K | 0.0% | -28.2% | 0.000% | |
5/12/2025 | SouthState Corp | 3,878 | $197K | 0.0% | N/A | 0.001% | |
5/12/2025 | Northeast Financial Group Inc. | 3,946 | $200K | 0.1% | N/A | 0.001% | |
5/12/2025 | Cooper Financial Group | 38,505 | $1.95M | 0.3% | +7.5% | 0.010% | |
5/12/2025 | Astor Investment Management LLC | 374,926 | $19.01M | 10.1% | -2.0% | 0.095% | |
5/12/2025 | American Alpha Advisors LLC | 20,934 | $1.06M | 0.9% | N/A | 0.005% | |
5/12/2025 | Virtu Financial LLC | 60,549 | $3.07M | 0.2% | N/A | 0.015% | |
5/12/2025 | Invesco Ltd. | 2,302,269 | $116.75M | 0.0% | +0.0% | 0.586% | |
5/12/2025 | Benjamin Edwards Inc. | 118,109 | $5.99M | 0.1% | -14.9% | 0.030% | |