5/22/2025 | Kilter Group LLC | 14,409 | $3.90M | 2.5% | N/A | 0.023% | |
5/21/2025 | McAdam LLC | 11,471 | $3.11M | 0.2% | -8.9% | 0.019% | |
5/21/2025 | Geneos Wealth Management Inc. | 97 | $26K | 0.0% | -55.3% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 2,140 | $580K | 0.0% | N/A | 0.003% | |
5/20/2025 | Focus Partners Wealth | 763,435 | $206.76M | 0.5% | +3,712.4% | 1.233% | |
5/20/2025 | Integrity Alliance LLC. | 838 | $227K | 0.0% | N/A | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 20,924 | $5.67M | 0.1% | -0.3% | 0.034% | |
5/16/2025 | Peloton Wealth Strategists | 12,841 | $3.48M | 1.5% | -2.6% | 0.021% | |
5/16/2025 | Ascent Group LLC | 26,824 | $7.27M | 0.3% | +271.4% | 0.043% | |
5/16/2025 | Arete Wealth Advisors LLC | 5,711 | $1.55M | 0.1% | +58.6% | 0.009% | |
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5/16/2025 | Strait & Sound Wealth Management LLC | 4,269 | $1.16M | 0.5% | +84.6% | 0.007% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 15,802 | $4.28M | 0.1% | +3.5% | 0.026% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 7,048 | $1.91M | 0.1% | -26.0% | 0.011% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,146,007 | $310.37M | 0.1% | +0.5% | 1.851% | |
5/16/2025 | Cape Investment Advisory Inc. | 358 | $97K | 0.0% | +2,883.3% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 1,795,004 | $481.79M | 0.4% | -6.8% | 2.900% | |
5/16/2025 | Sheridan Capital Management LLC | 852 | $231K | 0.2% | +6.2% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 167,833 | $45.45M | 0.3% | +663.4% | 0.271% | |
5/16/2025 | Integrated Wealth Concepts LLC | 139,245 | $37.71M | 0.4% | +103.0% | 0.225% | |
5/16/2025 | Copperleaf Capital LLC | 4,310 | $1.17M | 0.7% | N/A | 0.007% | |
5/16/2025 | AQR Capital Management LLC | 131,431 | $35.60M | 0.0% | N/A | 0.212% | |
5/16/2025 | Ancora Advisors LLC | 48,108 | $13.03M | 0.3% | +5.0% | 0.078% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 28,022 | $7.59M | 0.0% | -1.3% | 0.045% | |
5/15/2025 | EP Wealth Advisors LLC | 31,805 | $8.61M | 0.1% | +1.2% | 0.051% | |
5/15/2025 | Capital Investment Counsel LLC | 15,006 | $4.06M | 0.7% | +0.8% | 0.024% | |
5/15/2025 | One Wealth Capital Management LLC | 9,025 | $2.44M | 1.3% | +185.0% | 0.015% | |
5/15/2025 | Flputnam Investment Management Co. | 1,287 | $349K | 0.0% | -4.5% | 0.002% | |
5/15/2025 | Royal Bank of Canada | 149,628 | $40.52M | 0.0% | -2.5% | 0.242% | |
5/15/2025 | Betterment LLC | 5,720 | $1.55M | 0.0% | -4.9% | 0.009% | |
5/15/2025 | MAI Capital Management | 8,777 | $2.38M | 0.0% | -7.8% | 0.014% | |
5/15/2025 | Calton & Associates Inc. | 1,512 | $409K | 0.1% | -11.4% | 0.002% | |
5/15/2025 | Baird Financial Group Inc. | 10,663 | $2.89M | 0.0% | +116.2% | 0.017% | |
5/15/2025 | Evergreen Capital Management LLC | 3,759 | $1.02M | 0.0% | -3.9% | 0.006% | |
5/15/2025 | Tortoise Investment Management LLC | 7,501 | $2.03M | 0.2% | -1.6% | 0.012% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 5,795 | $1.57M | 0.3% | -1.4% | 0.009% | |
5/14/2025 | Triad Wealth Partners LLC | 2,677 | $725K | 0.2% | N/A | 0.004% | |
5/14/2025 | CreativeOne Wealth LLC | 31,710 | $8.59M | 0.3% | +470.8% | 0.051% | |
5/14/2025 | Ieq Capital LLC | 805,847 | $218.25M | 1.7% | +0.5% | 1.302% | |
5/14/2025 | Redwood Investment Management LLC | 40,993 | $11.10M | 1.2% | -3.5% | 0.066% | |
5/14/2025 | PKS Advisory Services LLC | 2,652 | $718K | 0.2% | -18.1% | 0.004% | |
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5/14/2025 | WCG Wealth Advisors LLC | 11,237 | $3.04M | 0.2% | N/A | 0.018% | |
5/14/2025 | Comerica Bank | 12,522 | $3.39M | 0.0% | +9.1% | 0.020% | |
5/14/2025 | Freedom Investment Management Inc. | 4,600 | $1.25M | 0.1% | -11.6% | 0.007% | |
5/14/2025 | Synovus Financial Corp | 3,591 | $972K | 0.0% | -1.0% | 0.006% | |
5/14/2025 | ICONIQ Capital LLC | 1,883 | $510K | 0.0% | -6.2% | 0.003% | |
5/14/2025 | Oliver Luxxe Assets LLC | 1,844 | $499K | 0.1% | -25.1% | 0.003% | |
5/14/2025 | Smartleaf Asset Management LLC | 1,114 | $300K | 0.0% | +181.3% | 0.002% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 295,143 | $79.93M | 0.1% | +41.8% | 0.477% | |
5/14/2025 | Sax Wealth Advisors LLC | 3,591 | $973K | 0.1% | +307.6% | 0.006% | |
5/14/2025 | Van Hulzen Asset Management LLC | 21,013 | $5.69M | 0.5% | -3.1% | 0.034% | |
5/14/2025 | Kestra Advisory Services LLC | 632,327 | $171.25M | 0.8% | +1,265.6% | 1.022% | |
5/14/2025 | Barnes Wealth Management Group Inc | 4,211 | $1.14M | 0.7% | +418.0% | 0.007% | |
5/14/2025 | Ameriprise Financial Inc. | 329,784 | $89.56M | 0.0% | +29.5% | 0.533% | |
5/14/2025 | CW Advisors LLC | 911 | $248K | 0.0% | N/A | 0.001% | |
5/14/2025 | Capital Wealth Alliance LLC | 1,411 | $382K | 0.2% | -2.7% | 0.002% | |
5/14/2025 | Summit Financial LLC | 10,589 | $2.87M | 0.1% | +0.6% | 0.017% | |
5/14/2025 | Flow Traders U.S. LLC | 28,385 | $7.69M | 0.3% | N/A | 0.046% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 124,725 | $33.78M | 2.0% | 0.0% | 0.201% | |
5/14/2025 | GM Advisory Group LLC | 745 | $202K | 0.0% | -8.5% | 0.001% | |
5/14/2025 | Capital Analysts LLC | 74,956 | $20.30M | 0.8% | +128.1% | 0.121% | |
5/14/2025 | Venture Visionary Partners LLC | 1,865 | $505K | 0.0% | N/A | 0.003% | |
5/14/2025 | JT Stratford LLC | 8,288 | $2.25M | 0.4% | -5.0% | 0.013% | |
5/14/2025 | Hsbc Holdings PLC | 1,000 | $271K | 0.0% | -50.0% | 0.002% | |
5/14/2025 | Colonial Trust Advisors | 567 | $154K | 0.0% | -41.8% | 0.001% | |
5/14/2025 | RWA Wealth Partners LLC | 4,132 | $1.12M | 0.0% | -43.1% | 0.007% | |
5/13/2025 | Sand Hill Global Advisors LLC | 3,744 | $1.01M | 0.0% | -1.5% | 0.006% | |
5/13/2025 | Northern Trust Corp | 48,491 | $13.13M | 0.0% | -1.1% | 0.078% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 1,214 | $329K | 0.1% | -18.3% | 0.002% | |
5/13/2025 | Brooklyn Investment Group | 3,378 | $915K | 0.2% | +6,656.0% | 0.005% | |
5/13/2025 | Ethos Financial Group LLC | 8,574 | $2.43M | 0.2% | +178.2% | 0.014% | |
5/13/2025 | Northstar Asset Management Inc. | 1,729 | $468K | 0.1% | -17.3% | 0.003% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 110,905 | $30.04M | 0.3% | +11.2% | 0.179% | |
5/13/2025 | Raymond James Financial Inc. | 360,564 | $97.65M | 0.0% | +13.2% | 0.582% | |
5/13/2025 | Cresset Asset Management LLC | 940,037 | $254.59M | 1.3% | -17.3% | 1.519% | |
5/13/2025 | Gen Wealth Partners Inc | 3,015 | $817K | 0.3% | +37.8% | 0.005% | |
5/13/2025 | Wealthedge Investment Advisors LLC | 7,320 | $1.98M | 0.9% | -0.8% | 0.012% | |
5/13/2025 | EverSource Wealth Advisors LLC | 3,785 | $1.03M | 0.1% | +16.7% | 0.006% | |
5/13/2025 | High Falls Advisors Inc | 31,121 | $8.43M | 2.0% | +320.1% | 0.050% | |
5/13/2025 | Finley Financial LLC | 7,935 | $2.14M | 1.2% | -1.7% | 0.013% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 373,284 | $101.10M | 0.5% | -0.2% | 0.603% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 21,227 | $5.75M | 0.1% | N/A | 0.034% | |
5/13/2025 | Heck Capital Advisors LLC | 1,547 | $419K | 0.0% | +558.3% | 0.002% | |
5/13/2025 | Klingman & Associates LLC | 6,861 | $1.86M | 0.1% | +2.2% | 0.011% | |
5/13/2025 | Russell Investments Group Ltd. | 1,707 | $462K | 0.0% | +85,250.0% | 0.003% | |
5/13/2025 | Stone House Investment Management LLC | 29,263 | $7.93M | 1.6% | +734.7% | 0.047% | |
5/13/2025 | HighTower Advisors LLC | 41,717 | $11.30M | 0.0% | +3.5% | 0.067% | |
5/12/2025 | AGF Management Ltd. | 156,270 | $42.32M | 0.2% | -4.8% | 0.252% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,870 | $779K | 0.1% | -17.2% | 0.005% | |
5/12/2025 | Meridian Wealth Management LLC | 9,384 | $2.54M | 0.1% | +179.9% | 0.015% | |
5/12/2025 | Maia Wealth LLC | 1,203 | $315K | 0.1% | -4.6% | 0.002% | |
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5/12/2025 | Lockheed Martin Investment Management Co. | 67,800 | $18.36M | 0.7% | -49.9% | 0.110% | |
5/12/2025 | Scissortail Wealth Management LLC | 16,678 | $4.52M | 1.2% | N/A | 0.027% | |
5/12/2025 | Aveo Capital Partners LLC | 116,427 | $31.63M | 5.2% | +39.5% | 0.188% | |
5/12/2025 | King Luther Capital Management Corp | 1,660 | $450K | 0.0% | -4.9% | 0.003% | |
5/12/2025 | Benjamin Edwards Inc. | 4,383 | $1.19M | 0.0% | +114.6% | 0.007% | |
5/12/2025 | JPMorgan Chase & Co. | 2,036,782 | $551.62M | 0.0% | +43.1% | 3.290% | |
5/12/2025 | Measured Wealth Private Client Group LLC | 12,384 | $3.35M | 1.1% | -0.5% | 0.020% | |
5/12/2025 | Townsquare Capital LLC | 9,547 | $2.59M | 0.0% | +51.5% | 0.015% | |
5/12/2025 | FSA Wealth Partners Inc. | 92,774 | $25.13M | 9.5% | -13.0% | 0.150% | |
5/12/2025 | Savvy Advisors Inc. | 17,469 | $4.73M | 0.5% | N/A | 0.028% | |