5/28/2025 | Intrua Financial LLC | 1,082 | $334K | 0.0% | -40.5% | 0.001% | |
5/21/2025 | Westbourne Investments Inc. | 4,469 | $1.38M | 0.8% | -3.2% | 0.006% | |
5/21/2025 | McAdam LLC | 1,368 | $423K | 0.0% | -60.6% | 0.002% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,106 | $342K | 0.0% | +20.6% | 0.002% | |
5/20/2025 | Belpointe Asset Management LLC | 2,723 | $841K | 0.0% | +12.8% | 0.004% | |
5/20/2025 | Fortis Capital Advisors LLC | 1,869 | $577K | 0.1% | +16.9% | 0.003% | |
5/20/2025 | Focus Partners Wealth | 27,817 | $8.59M | 0.0% | +4.3% | 0.038% | |
5/20/2025 | Integrity Alliance LLC. | 11,021 | $3.40M | 0.1% | +70.5% | 0.015% | |
5/20/2025 | Glenview Trust co | 1,161 | $359K | 0.0% | -9.6% | 0.002% | |
5/19/2025 | Advisory Alpha LLC | 1,428 | $441K | 0.0% | +67.4% | 0.002% | |
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5/19/2025 | SCS Capital Management LLC | 4,038 | $1.25M | 0.0% | N/A | 0.006% | |
5/19/2025 | Legacy Advisory Services LLC | 1,725 | $533K | 0.5% | N/A | 0.002% | |
5/16/2025 | McIlrath & Eck LLC | 92 | $28K | 0.0% | -90.4% | 0.000% | |
5/16/2025 | Goldman Sachs Group Inc. | 107,285 | $33.14M | 0.0% | +1.4% | 0.146% | |
5/16/2025 | Cape Investment Advisory Inc. | 1,246 | $385K | 0.2% | -3.6% | 0.002% | |
5/16/2025 | Jones Financial Companies Lllp | 6,006 | $1.86M | 0.0% | -31.1% | 0.008% | |
5/16/2025 | Sheridan Capital Management LLC | 9,454 | $2.92M | 2.1% | +1.7% | 0.013% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 48,308 | $14.92M | 3.8% | -6.4% | 0.066% | |
5/16/2025 | Pacific Center for Financial Services | 34,980 | $10.81M | 2.9% | -3.1% | 0.048% | |
5/16/2025 | National Wealth Management Group LLC | 2,330 | $720K | 0.5% | +66.3% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 12,336 | $3.81M | 0.0% | -7.3% | 0.017% | |
5/16/2025 | Integrated Wealth Concepts LLC | 11,310 | $3.49M | 0.0% | -5.9% | 0.015% | |
5/16/2025 | Clark Capital Management Group Inc. | 4,582 | $1.42M | 0.0% | +2.4% | 0.006% | |
5/16/2025 | Clifford Group LLC | 27,067 | $8.36M | 7.8% | +4.9% | 0.037% | |
5/16/2025 | Concorde Asset Management LLC | 689 | $212K | 0.1% | -6.6% | 0.001% | |
5/16/2025 | AQR Capital Management LLC | 3,830 | $1.18M | 0.0% | +127.3% | 0.005% | |
5/16/2025 | Alexis Investment Partners LLC | 5,704 | $1.76M | 0.8% | +327.9% | 0.008% | |
5/16/2025 | Angeles Investment Advisors LLC | 288,640 | $89.16M | 4.8% | -65.5% | 0.394% | |
5/15/2025 | EP Wealth Advisors LLC | 80,936 | $25M | 0.2% | -0.7% | 0.111% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 19,488 | $6.02M | 0.1% | +21.5% | 0.027% | |
5/15/2025 | Royal Bank of Canada | 422,824 | $130.60M | 0.0% | -2.3% | 0.577% | |
5/15/2025 | Betterment LLC | 4,629 | $1.43M | 0.0% | +54.5% | 0.006% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 800 | $247K | 0.1% | N/A | 0.001% | |
5/15/2025 | MAI Capital Management | 9,885 | $3.05M | 0.0% | -13.6% | 0.013% | |
5/15/2025 | Cura Wealth Advisors LLC | 750 | $232K | 0.1% | -23.1% | 0.001% | |
5/15/2025 | FRG Family Wealth Advisors LLC | 3,803 | $1.18M | 0.2% | -2.8% | 0.005% | |
5/15/2025 | Connecticut Wealth Management LLC | 659 | $204K | 0.0% | -36.6% | 0.001% | |
5/15/2025 | Baird Financial Group Inc. | 11,837 | $3.66M | 0.0% | -2.3% | 0.016% | |
5/15/2025 | Safe Harbor Fiduciary LLC | 104 | $32K | 0.0% | N/A | 0.000% | |
5/15/2025 | Trexquant Investment LP | 891 | $275K | 0.0% | -46.2% | 0.001% | |
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5/15/2025 | Graney & King LLC | 2,111 | $652K | 0.5% | -29.9% | 0.003% | |
5/14/2025 | CreativeOne Wealth LLC | 1,428 | $441K | 0.0% | -22.9% | 0.002% | |
5/14/2025 | Ieq Capital LLC | 54,332 | $16.78M | 0.1% | +0.4% | 0.074% | |
5/14/2025 | Quadcap Wealth Management LLC | 26,040 | $8.04M | 1.2% | N/A | 0.036% | |
5/14/2025 | Apexium Financial LP | 811 | $251K | 0.0% | +6.4% | 0.001% | |
5/14/2025 | Comerica Bank | 392,539 | $121.25M | 0.5% | +4.7% | 0.536% | |
5/14/2025 | Synovus Financial Corp | 8,151 | $2.52M | 0.0% | -5.7% | 0.011% | |
5/14/2025 | ICONIQ Capital LLC | 1,443 | $446K | 0.0% | N/A | 0.002% | |
5/14/2025 | Cedar Point Capital Partners LLC | 31,995 | $9.88M | 6.6% | +1.4% | 0.044% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 139,025 | $42.94M | 0.0% | +32.3% | 0.190% | |
5/14/2025 | Haverford Trust Co | 1,035 | $320K | 0.0% | -4.8% | 0.001% | |
5/14/2025 | Kestra Advisory Services LLC | 62,603 | $19.34M | 0.1% | -8.6% | 0.085% | |
5/14/2025 | Monetary Management Group Inc. | 675 | $208K | 0.1% | -35.7% | 0.001% | |
5/14/2025 | Ameriprise Financial Inc. | 805,119 | $248.91M | 0.1% | +12.7% | 1.099% | |
5/14/2025 | Integras Partners LLC | 2,504 | $773K | 0.7% | -15.1% | 0.003% | |
5/14/2025 | CW Advisors LLC | 35,013 | $10.83M | 0.1% | N/A | 0.048% | |
5/14/2025 | Summit Financial LLC | 841 | $260K | 0.0% | -62.7% | 0.001% | |
5/14/2025 | Estate Counselors LLC | 4,045 | $1.25M | 0.1% | -4.9% | 0.006% | |
5/14/2025 | Quantum Capital Management LLC NJ | 13,174 | $4.07M | 0.4% | -0.9% | 0.018% | |
5/14/2025 | TFB Advisors LLC | 43,784 | $13.52M | 3.9% | -3.7% | 0.060% | |
5/14/2025 | Venture Visionary Partners LLC | 806 | $249K | 0.0% | +3.9% | 0.001% | |
5/14/2025 | Berkshire Asset Management LLC PA | 1,718 | $556K | 0.0% | -2.9% | 0.002% | |
5/14/2025 | Wellington Management Group LLP | 78,277 | $24.18M | 0.0% | N/A | 0.107% | |
5/13/2025 | Aptus Capital Advisors LLC | 2,291 | $708K | 0.0% | +10.8% | 0.003% | |
5/13/2025 | Northern Trust Corp | 67,478 | $20.84M | 0.0% | +3.2% | 0.092% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 995 | $307K | 0.0% | +13.1% | 0.001% | |
5/13/2025 | Blue Edge Capital LLC | 90,873 | $28.07M | 4.5% | -2.6% | 0.124% | |
5/13/2025 | LWM Advisors Inc. | 1,284 | $415K | 0.4% | -8.0% | 0.002% | |
5/13/2025 | Cascade Financial Partners LLC | 32,769 | $10.12M | 1.3% | +7.1% | 0.045% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 29,956 | $9.25M | 0.1% | +14.3% | 0.041% | |
5/13/2025 | Raymond James Financial Inc. | 253,906 | $78.43M | 0.0% | +9.1% | 0.347% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 1,896 | $586K | 0.0% | -13.6% | 0.003% | |
5/13/2025 | EverSource Wealth Advisors LLC | 15,205 | $4.70M | 0.3% | -0.9% | 0.021% | |
5/13/2025 | Trivium Point Advisory LLC | 1,154 | $356K | 0.0% | -13.9% | 0.002% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 2,617 | $808K | 0.0% | N/A | 0.004% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 28,559 | $8.82M | 0.2% | -29.9% | 0.039% | |
5/13/2025 | HighTower Advisors LLC | 202,432 | $62.53M | 0.1% | -18.8% | 0.276% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 2,444 | $755K | 0.0% | N/A | 0.003% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,770 | $551K | 0.0% | -79.1% | 0.002% | |
5/12/2025 | Meridian Wealth Management LLC | 4,130 | $1.28M | 0.1% | -1.4% | 0.006% | |
5/12/2025 | Maia Wealth LLC | 926 | $280K | 0.1% | -28.3% | 0.001% | |
5/12/2025 | Berger Financial Group Inc | 5,760 | $1.78M | 0.1% | +67.7% | 0.008% | |
5/12/2025 | Koss Olinger Consulting LLC | 740 | $229K | 0.0% | N/A | 0.001% | |
5/12/2025 | Balanced Rock Investment Advisors LLC | 5,614 | $1.73M | 1.4% | +2.6% | 0.008% | |
5/12/2025 | Avant Capital LLC | 6,051 | $1.87M | 1.6% | -0.6% | 0.008% | |
5/12/2025 | Townsquare Capital LLC | 4,998 | $1.54M | 0.0% | +47.0% | 0.007% | |
5/12/2025 | AlphaCore Capital LLC | 1,047 | $323K | 0.0% | N/A | 0.001% | |
5/9/2025 | Headlands Technologies LLC | 367 | $113K | 0.0% | -49.0% | 0.001% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 5,149 | $1.59M | 0.0% | -5.4% | 0.007% | |
5/9/2025 | Citizens Financial Group Inc. RI | 4,058 | $1.25M | 0.0% | N/A | 0.006% | |
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5/9/2025 | WealthShield Partners LLC | 45,106 | $13.93M | 1.8% | +14.5% | 0.062% | |
5/9/2025 | Natural Investments LLC | 1,032 | $318K | 0.1% | +6.4% | 0.001% | |
5/9/2025 | Wealthspire Advisors LLC | 12,824 | $3.96M | 0.0% | +125.3% | 0.018% | |
5/9/2025 | McClarren Financial Advisors Inc. | 25,655 | $7.92M | 5.4% | N/A | 0.035% | |
5/9/2025 | Atria Wealth Solutions Inc. | 32,935 | $10.17M | 0.1% | -21.4% | 0.045% | |
5/9/2025 | Empower Advisory Group LLC | 1,502 | $464K | 0.0% | -24.8% | 0.002% | |
5/9/2025 | Thoroughbred Financial Services LLC | 953 | $294K | 0.0% | +13.9% | 0.001% | |
5/9/2025 | Plan Group Financial LLC | 3,467 | $1.07M | 0.4% | N/A | 0.005% | |
5/9/2025 | Strategic Investment Solutions Inc. IL | 6,779 | $2.10M | 0.6% | +425.1% | 0.009% | |
5/9/2025 | Allianz SE | 216 | $67K | 0.0% | -71.8% | 0.000% | |