5/22/2025 | Mattson Financial Services LLC | 39,813 | $1.80M | 0.5% | +63.9% | 0.033% | |
5/20/2025 | Blue Rock Wealth Management LLC | 81,571 | $3.69M | 3.1% | +1.6% | 0.068% | |
5/20/2025 | Belpointe Asset Management LLC | 14,269 | $642K | 0.0% | +32.0% | 0.012% | |
5/16/2025 | Hamilton Capital LLC | 3,491,401 | $157.81M | 9.6% | -1.6% | 2.894% | |
5/16/2025 | Goldman Sachs Group Inc. | 213,199 | $9.64M | 0.0% | -45.1% | 0.177% | |
5/16/2025 | Kestra Investment Management LLC | 642,836 | $29.06M | 0.9% | +118.0% | 0.533% | |
5/16/2025 | Rise Advisors LLC | 317,886 | $14.37M | 6.3% | +8.8% | 0.263% | |
5/16/2025 | NewEdge Advisors LLC | 26,216 | $1.19M | 0.0% | +353.5% | 0.022% | |
5/16/2025 | Advisors Asset Management Inc. | 17,061 | $771K | 0.0% | +10.4% | 0.014% | |
5/16/2025 | AlphaQ Advisors LLC | 19,959 | $902K | 2.2% | N/A | 0.017% | |
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5/16/2025 | Ancora Advisors LLC | 94,784 | $4.28M | 0.1% | +1.2% | 0.079% | |
5/15/2025 | Royal Bank of Canada | 1,026,504 | $46.40M | 0.0% | +11.1% | 0.851% | |
5/15/2025 | MAI Capital Management | 1,910 | $86K | 0.0% | +81.6% | 0.002% | |
5/14/2025 | Transamerica Financial Advisors LLC | 109,868 | $4.97M | 0.5% | -23.0% | 0.091% | |
5/14/2025 | Triad Wealth Partners LLC | 14,974 | $677K | 0.2% | N/A | 0.012% | |
5/14/2025 | Guggenheim Capital LLC | 264,426 | $11.95M | 0.1% | +62.6% | 0.219% | |
5/14/2025 | Comerica Bank | 70,756 | $3.20M | 0.0% | +9.8% | 0.059% | |
5/14/2025 | SVB Wealth LLC | 3,203 | $145K | 0.0% | N/A | 0.003% | |
5/14/2025 | Lionshead Wealth Management LLC | 26,499 | $1.20M | 1.2% | N/A | 0.022% | |
5/14/2025 | Haverford Trust Co | 2,121,705 | $95.90M | 1.0% | +42.4% | 1.759% | |
5/14/2025 | Kestra Advisory Services LLC | 39,473 | $1.78M | 0.0% | +41.6% | 0.033% | |
5/14/2025 | Compound Planning Inc. | 18,188 | $822K | 0.0% | N/A | 0.015% | |
5/14/2025 | CW Advisors LLC | 2,552,755 | $115.39M | 1.4% | +24.1% | 2.116% | |
5/13/2025 | SFI Advisors LLC | 11,762 | $532K | 0.4% | N/A | 0.010% | |
5/13/2025 | Blue Edge Capital LLC | 326,068 | $14.74M | 2.4% | +74.4% | 0.270% | |
5/13/2025 | Moment Partners LLC | 428,189 | $19.35M | 3.8% | +3.9% | 0.355% | |
5/13/2025 | Raymond James Financial Inc. | 2,973,132 | $134.39M | 0.1% | +0.8% | 2.464% | |
5/13/2025 | Horizon Investments LLC | 601,943 | $26.98M | 0.8% | +35.8% | 0.499% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 2,072,474 | $93.68M | 0.5% | +14.6% | 1.718% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 1,730 | $78K | 0.1% | +40.0% | 0.001% | |
5/13/2025 | Bulltick Wealth Management LLC | 9,541 | $431K | 0.1% | +33.6% | 0.008% | |
5/13/2025 | HighTower Advisors LLC | 5,870 | $265K | 0.0% | -81.6% | 0.005% | |
5/12/2025 | Tranquilli Financial Advisor LLC | 33,033 | $1.49M | 0.9% | +11.7% | 0.027% | |
5/12/2025 | True North Advisors LLC | 386,452 | $17.47M | 3.1% | N/A | 0.320% | |
5/12/2025 | Johnson Financial Group LLC | 5,073 | $229K | 0.0% | N/A | 0.004% | |
5/12/2025 | Townsquare Capital LLC | 94,789 | $4.28M | 0.0% | -5.5% | 0.079% | |
5/12/2025 | AlphaCore Capital LLC | 4,353 | $197K | 0.0% | N/A | 0.004% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 7,921,739 | $358.06M | 0.1% | +1.0% | 6.566% | |
5/9/2025 | Tidemark LLC | 20,616 | $932K | 0.3% | +32.4% | 0.017% | |
5/9/2025 | Atria Wealth Solutions Inc. | 43,310 | $1.96M | 0.0% | +18.3% | 0.036% | |
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5/9/2025 | Cary Street Partners Financial LLC | 12,803 | $579K | 0.0% | -69.2% | 0.011% | |
5/9/2025 | Haverford Financial Services Inc. | 13,885 | $628K | 0.2% | +24.1% | 0.012% | |
5/9/2025 | Heritage Trust Co | 22,277 | $1.01M | 0.1% | -26.7% | 0.018% | |
5/9/2025 | PNC Financial Services Group Inc. | 65,765 | $2.97M | 0.0% | -2.8% | 0.055% | |
5/8/2025 | Endeavor Private Wealth Inc. | 8,420 | $381K | 0.2% | +19.3% | 0.007% | |
5/8/2025 | SPC Financial Inc. | 804,657 | $36.37M | 3.2% | +4.2% | 0.667% | |
5/8/2025 | MONECO Advisors LLC | 59,102 | $2.67M | 0.3% | +74.6% | 0.049% | |
5/8/2025 | US Bancorp DE | 1,962 | $89K | 0.0% | +41.4% | 0.002% | |
5/8/2025 | Harbour Investments Inc. | 10,834 | $490K | 0.0% | +450.8% | 0.009% | |
5/8/2025 | Foster & Motley Inc. | 1,381,750 | $62.46M | 3.9% | +11.0% | 1.145% | |
5/8/2025 | Arkadios Wealth Advisors | 8,973 | $406K | 0.0% | N/A | 0.007% | |
5/7/2025 | LPL Financial LLC | 1,004,878 | $45.42M | 0.0% | -5.3% | 0.833% | |
5/6/2025 | Cetera Investment Advisers | 405,669 | $18.34M | 0.0% | +10.1% | 0.336% | |
5/6/2025 | Mendel Money Management | 63,784 | $2.88M | 1.4% | -1.5% | 0.053% | |
5/6/2025 | AE Wealth Management LLC | 3,824 | $173K | 0.0% | +25.3% | 0.003% | |
5/6/2025 | WESPAC Advisors SoCal LLC | 136,787 | $6.18M | 1.6% | +98.2% | 0.113% | |
5/6/2025 | Madison Asset Management LLC | 1,848,438 | $83.55M | 0.9% | +7.8% | 1.532% | |
5/6/2025 | Venturi Wealth Management LLC | 7,988 | $361K | 0.0% | +13.7% | 0.007% | |
5/6/2025 | Sage Advisory Services Ltd.Co. | 12,040 | $544K | 0.3% | +2.0% | 0.010% | |
5/5/2025 | IFP Advisors Inc | 3,002 | $136K | 0.0% | -20.8% | 0.002% | |
5/5/2025 | OneAscent Financial Services LLC | 41,208 | $1.86M | 0.1% | +7.8% | 0.034% | |
5/5/2025 | Private Advisor Group LLC | 27,971 | $1.26M | 0.0% | -40.0% | 0.023% | |
5/2/2025 | Bailard Inc. | 1,433,078 | $64.78M | 1.7% | -2.8% | 1.231% | |
5/2/2025 | Verdence Capital Advisors LLC | 18,200 | $823K | 0.1% | +40.8% | 0.016% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 8,746 | $395K | 0.1% | +41.7% | 0.008% | |
5/2/2025 | Allen Capital Group LLC | 200,227 | $9.05M | 1.0% | +5.4% | 0.172% | |
5/2/2025 | James Investment Research Inc. | 11,401 | $515K | 0.1% | +11.0% | 0.010% | |
5/2/2025 | SeaBridge Investment Advisors LLC | 258,108 | $11.67M | 2.5% | +128.4% | 0.222% | |
5/2/2025 | Parcion Private Wealth LLC | 740,716 | $33.48M | 2.7% | +4.1% | 0.636% | |
5/2/2025 | Sage Mountain Advisors LLC | 348,170 | $15.74M | 1.2% | +22.2% | 0.299% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 38,752 | $1.75M | 0.5% | -40.0% | 0.033% | |
5/2/2025 | Leo Wealth LLC | 143,077 | $6.47M | 0.9% | -59.8% | 0.123% | |
5/2/2025 | Apollon Wealth Management LLC | 122,557 | $5.54M | 0.1% | +1.7% | 0.105% | |
5/1/2025 | FDx Advisors Inc. | 33,272 | $1.50M | 0.5% | -6.7% | 0.029% | |
4/30/2025 | Cerity Partners LLC | 8,410 | $380K | 0.0% | N/A | 0.007% | |
4/30/2025 | Banque Pictet & Cie SA | 30,357 | $1.37M | 0.0% | +4.9% | 0.026% | |
4/30/2025 | Aspen Wealth Strategies LLC | 16,599 | $750K | 0.5% | +16.8% | 0.014% | |
4/30/2025 | Crossmark Global Holdings Inc. | 10,306 | $466K | 0.0% | N/A | 0.009% | |
4/29/2025 | Richard Bernstein Advisors LLC | 9,574,094 | $432.75M | 10.5% | -1.1% | 8.222% | |
4/29/2025 | Capital Advisors Inc. OK | 1,078,122 | $48.73M | 1.0% | +0.1% | 0.926% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,070,071 | $93.57M | 0.0% | +10.4% | 1.778% | |
4/29/2025 | Bank of New York Mellon Corp | 935,928 | $42.30M | 0.0% | -1.0% | 0.804% | |
4/29/2025 | Brookstone Capital Management | 311,827 | $14.10M | 0.2% | -6.2% | 0.268% | |
4/29/2025 | Goelzer Investment Management Inc. | 311,312 | $14.07M | 0.8% | +3.8% | 0.267% | |
4/28/2025 | Mutual Advisors LLC | 14,171 | $635K | 0.0% | N/A | 0.012% | |
4/28/2025 | Aaron Wealth Advisors LLC | 6,126 | $277K | 0.0% | N/A | 0.005% | |
4/28/2025 | Pictet North America Advisors SA | 189,758 | $8.58M | 0.9% | -26.4% | 0.163% | |
4/28/2025 | Clear Creek Financial Management LLC | 23,562 | $1.07M | 0.1% | +1.9% | 0.020% | |
4/28/2025 | Lincoln Capital Corp | 138,981 | $6.28M | 2.6% | +3.2% | 0.119% | |
4/25/2025 | Saxon Interests Inc. | 6,020 | $272K | 0.1% | -18.7% | 0.005% | |
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4/25/2025 | Albion Financial Group UT | 565,311 | $25.55M | 1.8% | +4.3% | 0.485% | |
4/25/2025 | Sovran Advisors LLC | 40,575 | $1.80M | 0.2% | N/A | 0.035% | |
4/24/2025 | Patron Partners LLC | 27,040 | $1.22M | 0.7% | -10.2% | 0.023% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 59,000 | $2.66M | 0.0% | +7.5% | 0.051% | |
4/24/2025 | Transcend Capital Advisors LLC | 141,505 | $6.40M | 0.5% | +0.3% | 0.122% | |
4/23/2025 | Financial Enhancement Group LLC | 483,782 | $21.38M | 3.3% | -4.8% | 0.415% | |
4/23/2025 | Fourth Dimension Wealth LLC | 206,358 | $9.33M | 4.5% | +47.5% | 0.177% | |
4/23/2025 | Cornerstone Wealth Group LLC | 130,327 | $5.89M | 0.5% | N/A | 0.112% | |
4/23/2025 | AIFG Consultants Ltd. | 16,254 | $735K | 1.2% | +124.8% | 0.014% | |
4/23/2025 | Goelzer Investment Management Inc. | 299,634 | $13.24M | 0.8% | -0.1% | 0.257% | |