7/2/2025 | Helen Stephens Group LLC | 13,904 | $835K | 0.2% | N/A | 0.013% | |
6/27/2025 | Goldman Sachs Group Inc. | 73,911 | $4.17M | 0.0% | -54.8% | 0.071% | |
6/6/2025 | Blue Oak Capital LLC | 8,228 | $465K | 0.3% | -12.7% | 0.008% | |
6/2/2025 | Modern Wealth Management LLC | 198,057 | $11.18M | 0.4% | +19.8% | 0.190% | |
5/21/2025 | Geneos Wealth Management Inc. | 125,381 | $7.08M | 0.2% | +10.9% | 0.123% | |
5/16/2025 | Hamilton Capital LLC | 1,232,230 | $69.58M | 4.2% | +1.2% | 1.208% | |
5/16/2025 | Goldman Sachs Group Inc. | 73,911 | $4.17M | 0.0% | -54.8% | 0.072% | |
5/16/2025 | Knightsbridge Asset Management LLC | 154,157 | $8.71M | 2.1% | -0.5% | 0.151% | |
5/16/2025 | Jones Financial Companies Lllp | 7,144 | $403K | 0.0% | -89.1% | 0.007% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 6,600 | $373K | 0.3% | N/A | 0.006% | |
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5/16/2025 | NewEdge Advisors LLC | 415,187 | $23.45M | 0.1% | +2.8% | 0.407% | |
5/16/2025 | Integrated Wealth Concepts LLC | 30,455 | $1.72M | 0.0% | -1.3% | 0.030% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 730,498 | $41.25M | 0.2% | -17.3% | 0.716% | |
5/15/2025 | EP Wealth Advisors LLC | 140,884 | $7.96M | 0.1% | +2.6% | 0.138% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 29,179 | $1.65M | 0.0% | -18.0% | 0.029% | |
5/15/2025 | Ameriflex Group Inc. | 22,302 | $1.26M | 0.5% | +32.5% | 0.022% | |
5/15/2025 | Royal Bank of Canada | 697,393 | $39.38M | 0.0% | -3.2% | 0.684% | |
5/15/2025 | Betterment LLC | 5,846 | $330K | 0.0% | +6.4% | 0.006% | |
5/15/2025 | Spectrum Wealth Advisory Group LLC | 611,963 | $34.56M | 16.6% | +3.3% | 0.600% | |
5/15/2025 | Titleist Asset Management LLC | 14,907 | $842K | 0.1% | -92.3% | 0.015% | |
5/15/2025 | TD Capital Management LLC | 35,881 | $2.03M | 0.2% | +25.3% | 0.035% | |
5/14/2025 | Quadcap Wealth Management LLC | 1,300,278 | $73.43M | 10.6% | +0.6% | 1.275% | |
5/14/2025 | Per Stirling Capital Management LLC. | 69,511 | $3.93M | 0.6% | +266.1% | 0.068% | |
5/14/2025 | WCG Wealth Advisors LLC | 137,563 | $7.77M | 0.6% | -15.2% | 0.135% | |
5/14/2025 | Apexium Financial LP | 19,120 | $1.08M | 0.1% | +9.9% | 0.019% | |
5/14/2025 | Comerica Bank | 48,578 | $2.74M | 0.0% | -1.3% | 0.048% | |
5/14/2025 | SVB Wealth LLC | 35,683 | $2.02M | 0.1% | -28.7% | 0.035% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,635,935 | $92.38M | 0.1% | +22.9% | 1.604% | |
5/14/2025 | Sax Wealth Advisors LLC | 8,876 | $501K | 0.0% | -6.7% | 0.009% | |
5/14/2025 | Kestra Advisory Services LLC | 558,935 | $31.56M | 0.2% | +17.0% | 0.548% | |
5/14/2025 | Vertex Planning Partners LLC | 632,454 | $35.72M | 7.8% | +2.2% | 0.620% | |
5/14/2025 | JT Stratford LLC | 32,856 | $1.86M | 0.3% | +1.3% | 0.032% | |
5/14/2025 | Andina Capital Management LLC | 37,223 | $2.10M | 1.5% | +18.2% | 0.036% | |
5/14/2025 | Blue Investment Partners LLC | 179,046 | $10.11M | 3.8% | +3.9% | 0.176% | |
5/13/2025 | Keystone Global Partners LLC | 66,245 | $3.74M | 2.6% | N/A | 0.065% | |
5/13/2025 | Raymond James Financial Inc. | 1,176,850 | $66.46M | 0.0% | +12.1% | 1.154% | |
5/13/2025 | Alliance Wealth Advisors LLC UT | 8,200 | $463K | 0.1% | +3.1% | 0.008% | |
5/13/2025 | Wealthedge Investment Advisors LLC | 36,857 | $2.08M | 0.9% | -7.9% | 0.036% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 21,827 | $1.23M | 0.1% | +15.6% | 0.021% | |
5/13/2025 | Heck Capital Advisors LLC | 725 | $41K | 0.0% | -75.9% | 0.001% | |
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5/13/2025 | HighTower Advisors LLC | 232,188 | $13.11M | 0.0% | +69.0% | 0.228% | |
5/13/2025 | Delos Wealth Advisors LLC | 70,748 | $4.00M | 3.2% | +0.3% | 0.069% | |
5/12/2025 | Linscomb Wealth Inc. | 65,208 | $3.68M | 0.2% | N/A | 0.064% | |
5/12/2025 | Cooper Financial Group | 13,794 | $779K | 0.1% | +8.7% | 0.014% | |
5/12/2025 | Benjamin Edwards Inc. | 123,971 | $7.00M | 0.1% | +0.5% | 0.122% | |
5/12/2025 | FSA Wealth Partners Inc. | 332,632 | $18.78M | 7.1% | -16.2% | 0.326% | |
5/12/2025 | Townsquare Capital LLC | 957,045 | $54.04M | 0.6% | +5.6% | 0.938% | |
5/12/2025 | Savvy Advisors Inc. | 493,335 | $27.86M | 2.8% | +48.3% | 0.484% | |
5/12/2025 | WBH Advisory Inc. | 5,504 | $311K | 0.0% | -4.5% | 0.005% | |
5/9/2025 | Keeler Thomas Management LLC | 21,271 | $1.20M | 0.6% | -79.4% | 0.021% | |
5/9/2025 | Roof Eidam Maycock Peralta LLC | 369,933 | $20.89M | 5.5% | -8.9% | 0.363% | |
5/9/2025 | WealthShield Partners LLC | 24,278 | $1.37M | 0.2% | +3.3% | 0.024% | |
5/9/2025 | Intrust Bank NA | 37,797 | $2.13M | 0.2% | -2.0% | 0.037% | |
5/9/2025 | Wealthspire Advisors LLC | 39,849 | $2.25M | 0.0% | -5.0% | 0.039% | |
5/9/2025 | Atria Wealth Solutions Inc. | 19,843 | $1.12M | 0.0% | -25.1% | 0.019% | |
5/9/2025 | Thoroughbred Financial Services LLC | 51,926 | $2.93M | 0.2% | +2.8% | 0.051% | |
5/9/2025 | Wade Financial Advisory Inc | 6,364 | $359K | 0.1% | N/A | 0.006% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,351,512 | $76.32M | 0.1% | +4.1% | 1.325% | |
5/9/2025 | L & S Advisors Inc | 37,890 | $2.14M | 0.3% | -6.4% | 0.037% | |
5/8/2025 | Baker Avenue Asset Management LP | 471,084 | $26.60M | 0.8% | -0.9% | 0.462% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 102,777 | $5.80M | 2.7% | -0.3% | 0.101% | |
5/8/2025 | RVW Wealth LLC | 882,769 | $49.85M | 4.7% | +10.7% | 0.865% | |
5/8/2025 | CAP Partners LLC | 40,169 | $2.27M | 1.6% | +14.6% | 0.039% | |
5/8/2025 | Walled Lake Planning & Wealth Management LLC | 280,298 | $15.83M | 5.6% | +2,766.6% | 0.275% | |
5/8/2025 | Geneos Wealth Management Inc. | 206,972 | $11.69M | 0.3% | +83.1% | 0.203% | |
5/7/2025 | N.E.W. Advisory Services LLC | 192,932 | $10.90M | 0.8% | +109.5% | 0.189% | |
5/7/2025 | Foundations Investment Advisors LLC | 23,629 | $1.33M | 0.0% | +49.3% | 0.023% | |
5/7/2025 | Norden Group LLC | 7,532 | $425K | 0.0% | +5.8% | 0.007% | |
5/7/2025 | Facet Wealth Inc. | 938,130 | $53.42M | 1.4% | +227.7% | 0.920% | |
5/7/2025 | Beacon Bridge Wealth Partners LLC | 12,268 | $693K | 0.3% | -14.9% | 0.012% | |
5/7/2025 | LPL Financial LLC | 4,388,159 | $247.80M | 0.1% | +17.8% | 4.302% | |
5/7/2025 | Valued Retirements Inc. | 42,331 | $2.39M | 3.1% | +90.1% | 0.042% | |
5/7/2025 | Intellus Advisors LLC | 186,096 | $10.51M | 1.8% | N/A | 0.182% | |
5/7/2025 | Drive Wealth Management LLC | 18,604 | $1.05M | 0.2% | N/A | 0.018% | |
5/6/2025 | Westover Capital Advisors LLC | 5,598 | $316K | 0.1% | +4.1% | 0.005% | |
5/6/2025 | Cetera Investment Advisers | 228,941 | $12.93M | 0.0% | +4.5% | 0.224% | |
5/6/2025 | Avantax Advisory Services Inc. | 184,939 | $10.44M | 0.1% | +213.9% | 0.181% | |
5/6/2025 | Journey Strategic Wealth LLC | 7,320 | $413K | 0.0% | -9.2% | 0.007% | |
5/6/2025 | Mendel Money Management | 19,284 | $1.09M | 0.5% | +4.2% | 0.019% | |
5/6/2025 | Elm3 Financial Group LLC | 19,316 | $1.09M | 1.0% | -5.1% | 0.019% | |
5/6/2025 | Wedbush Securities Inc. | 6,362 | $359K | 0.0% | -4.8% | 0.006% | |
5/6/2025 | Sage Advisory Services Ltd.Co. | 141,902 | $8.01M | 4.7% | +0.2% | 0.139% | |
5/6/2025 | PFG Advisors | 24,404 | $1.38M | 0.1% | -1.1% | 0.024% | |
5/5/2025 | Gallacher Capital Management LLC | 69,768 | $3.94M | 1.9% | -2.8% | 0.068% | |
5/5/2025 | West Wealth Group LLC | 357,437 | $20.25M | 6.0% | +8.9% | 0.350% | |
5/5/2025 | Summit Wealth & Retirement Planning Inc. | 3,642 | $206K | 0.1% | N/A | 0.004% | |
5/5/2025 | J.W. Cole Advisors Inc. | 143,949 | $8.13M | 0.3% | +43.9% | 0.141% | |
5/5/2025 | IFP Advisors Inc | 44,708 | $2.53M | 0.1% | +2.3% | 0.044% | |
5/5/2025 | Private Advisor Group LLC | 230,351 | $13.01M | 0.1% | -1.0% | 0.226% | |
5/5/2025 | Diversify Advisory Services LLC | 19,175 | $1.07M | 0.1% | +148.3% | 0.019% | |
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5/2/2025 | KM Capital Management Ltd. | 6,392 | $361K | 0.2% | N/A | 0.006% | |
5/2/2025 | Kingsview Wealth Management LLC | 75,255 | $4.25M | 0.1% | +24.2% | 0.075% | |
5/2/2025 | Concord Wealth Partners | 191,082 | $10.79M | 1.8% | +9.2% | 0.191% | |
5/2/2025 | Cable Hill Partners LLC | 4,335 | $243K | 0.0% | N/A | 0.004% | |
5/2/2025 | Concord Asset Management LLC VA | 179,641 | $9.74M | 2.1% | +3.2% | 0.179% | |
5/2/2025 | Larson Financial Group LLC | 2,375 | $134K | 0.0% | +1,183.8% | 0.002% | |
5/2/2025 | Sage Mountain Advisors LLC | 2,496,255 | $140.96M | 10.4% | +3.8% | 2.489% | |
5/2/2025 | Wealthfront Advisers LLC | 25,630 | $1.45M | 0.0% | -8.7% | 0.026% | |
5/2/2025 | Sigma Planning Corp | 70,368 | $3.97M | 0.1% | +1.3% | 0.070% | |
5/2/2025 | Signaturefd LLC | 5,380,203 | $303.82M | 5.8% | -0.3% | 5.364% | |