7/3/2025 | Trinity Financial Advisors LLC | 350,820 | $7.75M | 2.4% | +0.7% | 0.016% | |
7/3/2025 | Arvest Investments Inc. | 75,655 | $1.67M | 0.3% | -3.6% | 0.003% | |
7/3/2025 | Whitcomb & Hess Inc. | 104,966 | $2.32M | 0.7% | +2.6% | 0.005% | |
7/3/2025 | Garde Capital Inc. | 741,254 | $16.38M | 0.9% | -1.0% | 0.034% | |
7/2/2025 | Howard Financial Services LTD. | 100,163 | $2.21M | 0.3% | -3.8% | 0.005% | |
7/1/2025 | Burkett Financial Services LLC | 86,984 | $1.92M | 0.7% | -11.2% | 0.004% | |
7/1/2025 | Kera Capital Partners Inc. | 23,644 | $523K | 0.1% | +6.4% | 0.001% | |
7/1/2025 | Bush Investment Group LLC | 950,444 | $21.01M | 14.1% | +11.7% | 0.043% | |
6/27/2025 | Goldman Sachs Group Inc. | 292,554 | $5.79M | 0.0% | -3.5% | 0.013% | |
6/17/2025 | Howe & Rusling Inc. | 6,132 | $121K | 0.0% | +105.1% | 0.000% | |
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6/3/2025 | Invst LLC | 595,867 | $11.79M | 1.6% | +37.3% | 0.027% | |
6/2/2025 | Modern Wealth Management LLC | 249,511 | $4.94M | 0.2% | N/A | 0.011% | |
5/29/2025 | Parkshore Wealth Management Inc. | 16,243 | $321K | 0.2% | -6.9% | 0.001% | |
5/29/2025 | Plum Street Advisors LLC | 164,701 | $3.26M | 1.6% | -1.3% | 0.007% | |
5/28/2025 | Jones Financial Companies Lllp | 4,221,532 | $84.05M | 0.1% | +19.3% | 0.192% | |
5/28/2025 | Anderson Financial Strategies LLC | 1,432 | $28K | 0.0% | -99.8% | 0.000% | |
5/28/2025 | Intrua Financial LLC | 15,309 | $303K | 0.0% | -8.2% | 0.001% | |
5/27/2025 | Advisors Capital Management LLC | 210,531 | $4.16M | 0.1% | +0.3% | 0.010% | |
5/27/2025 | SWS Partners | 243,040 | $4.81M | 1.5% | -20.2% | 0.011% | |
5/22/2025 | Rollins Financial Advisors LLC | 12,751 | $252K | 0.0% | -19.2% | 0.001% | |
5/21/2025 | Westbourne Investments Inc. | 18,934 | $375K | 0.2% | +3.3% | 0.001% | |
5/21/2025 | Indiana Trust & Investment Management Co | 4,441 | $88K | 0.0% | N/A | 0.000% | |
5/21/2025 | McAdam LLC | 6,492,281 | $128.42M | 7.9% | -7.5% | 0.295% | |
5/21/2025 | Geneos Wealth Management Inc. | 109,469 | $2.17M | 0.1% | +22.5% | 0.005% | |
5/20/2025 | Tenret Co LLC | 309,773 | $6.13M | 3.7% | +23.7% | 0.014% | |
5/20/2025 | Fortis Capital Advisors LLC | 778,473 | $15.40M | 3.1% | N/A | 0.035% | |
5/20/2025 | Belpointe Asset Management LLC | 814,896 | $16.12M | 0.8% | +6,925.0% | 0.037% | |
5/20/2025 | Focus Partners Wealth | 2,123,428 | $42.00M | 0.1% | +33.9% | 0.097% | |
5/20/2025 | Integrity Alliance LLC. | 95,431 | $1.89M | 0.1% | N/A | 0.004% | |
5/20/2025 | Aspen Investment Management Inc | 74,893 | $1.48M | 0.7% | -2.3% | 0.003% | |
5/19/2025 | Jane Street Group LLC | 1,747,008 | $34.56M | 0.0% | N/A | 0.079% | |
5/19/2025 | SageView Advisory Group LLC | 6,800,357 | $134.51M | 5.7% | +2.3% | 0.309% | |
5/19/2025 | Trinity Financial Advisors LLC | 348,525 | $6.79M | 2.4% | -2.1% | 0.016% | |
5/19/2025 | SCS Capital Management LLC | 13,136,350 | $259.84M | 3.3% | +22.1% | 0.597% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 53,051 | $1.05M | 0.8% | -13.7% | 0.002% | |
5/16/2025 | McIlrath & Eck LLC | 957,185 | $18.93M | 2.3% | -35.7% | 0.044% | |
5/16/2025 | AAF Wealth Management LLC | 28,937 | $572K | 0.3% | -3.3% | 0.001% | |
5/16/2025 | Bell Investment Advisors Inc | 561,300 | $11.10M | 2.1% | +3.6% | 0.026% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 29,405 | $582K | 0.0% | -10.9% | 0.001% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 66,982 | $1.33M | 0.1% | +27.4% | 0.003% | |
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5/16/2025 | Goldman Sachs Group Inc. | 292,554 | $5.79M | 0.0% | -3.5% | 0.013% | |
5/16/2025 | Cape Investment Advisory Inc. | 129,355 | $2.56M | 1.0% | -4.5% | 0.006% | |
5/16/2025 | Jones Financial Companies Lllp | 2,153,470 | $42.82M | 0.0% | -39.2% | 0.098% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 38,360 | $759K | 0.6% | N/A | 0.002% | |
5/16/2025 | Jentner Corp | 23,528 | $465K | 0.1% | -7.1% | 0.001% | |
5/16/2025 | Greenline Partners LLC | 154,301 | $3.05M | 0.4% | +1,552.4% | 0.007% | |
5/16/2025 | Curi RMB Capital LLC | 1,280,339 | $25.33M | 0.6% | +14.6% | 0.058% | |
5/16/2025 | AQR Capital Management LLC | 378,465 | $7.49M | 0.0% | +35.3% | 0.017% | |
5/16/2025 | Ancora Advisors LLC | 174,769 | $3.46M | 0.1% | +0.8% | 0.008% | |
5/15/2025 | EP Wealth Advisors LLC | 553,005 | $10.94M | 0.1% | -1.7% | 0.025% | |
5/15/2025 | Capital Investment Counsel LLC | 405,712 | $8.03M | 1.3% | -3.6% | 0.018% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 1,026,111 | $20.30M | 0.3% | -2.5% | 0.047% | |
5/15/2025 | Flputnam Investment Management Co. | 50,054 | $990K | 0.0% | -4.7% | 0.002% | |
5/15/2025 | Royal Bank of Canada | 2,476,609 | $48.99M | 0.0% | +12.4% | 0.113% | |
5/15/2025 | Betterment LLC | 23,595,575 | $466.72M | 1.1% | -3.9% | 1.073% | |
5/15/2025 | MAI Capital Management | 1,667,967 | $32.99M | 0.2% | +2.2% | 0.076% | |
5/15/2025 | Calton & Associates Inc. | 48,954 | $968K | 0.2% | N/A | 0.002% | |
5/15/2025 | DRW Securities LLC | 858,892 | $16.99M | 0.5% | +54.6% | 0.039% | |
5/15/2025 | Certior Financial Group LLC | 23,779 | $470K | 0.4% | -26.7% | 0.001% | |
5/15/2025 | Baird Financial Group Inc. | 247,625 | $4.90M | 0.0% | +16.6% | 0.011% | |
5/15/2025 | OLD Mission Capital LLC | 418,809 | $8.28M | 0.1% | -85.3% | 0.019% | |
5/15/2025 | TD Capital Management LLC | 4,221 | $83K | 0.0% | +90.0% | 0.000% | |
5/15/2025 | Tortoise Investment Management LLC | 144,957 | $2.87M | 0.3% | -4.3% | 0.007% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 30,559 | $604K | 0.1% | -11.4% | 0.001% | |
5/15/2025 | Oarsman Capital Inc. | 1,711,989 | $33.86M | 6.1% | +7.8% | 0.078% | |
5/14/2025 | Wealth Preservation Advisors LLC | 18,484 | $366K | 0.3% | N/A | 0.001% | |
5/14/2025 | Triad Wealth Partners LLC | 195,032 | $3.86M | 1.2% | +15.8% | 0.009% | |
5/14/2025 | CreativeOne Wealth LLC | 18,361 | $363K | 0.0% | +23.2% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 130,109 | $2.57M | 0.0% | +104.1% | 0.006% | |
5/14/2025 | Warwick Investment Management Inc. | 81,584 | $1.61M | 0.3% | +8.9% | 0.004% | |
5/14/2025 | Quadcap Wealth Management LLC | 40,901 | $809K | 0.1% | -8.0% | 0.002% | |
5/14/2025 | Per Stirling Capital Management LLC. | 113,729 | $2.25M | 0.3% | +5.5% | 0.005% | |
5/14/2025 | Jane Street Group LLC | 1,747,008 | $34.56M | 0.0% | N/A | 0.079% | |
5/14/2025 | FWG Investments LLC. | 20,464 | $405K | 0.5% | -42.8% | 0.001% | |
5/14/2025 | Comerica Bank | 118,421 | $2.34M | 0.0% | -0.9% | 0.005% | |
5/14/2025 | Broadleaf Partners LLC | 862,702 | $17.06M | 4.5% | +7.8% | 0.039% | |
5/14/2025 | Smartleaf Asset Management LLC | 25,519 | $509K | 0.0% | +6,248.0% | 0.001% | |
5/14/2025 | Lionshead Wealth Management LLC | 26,992 | $534K | 0.6% | -46.3% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 348,092,210 | $6.89B | 5.6% | +3.9% | 15.822% | |
5/14/2025 | Avalon Advisory Group | 177,646 | $3.51M | 1.7% | -8.1% | 0.008% | |
5/14/2025 | Haverford Trust Co | 19,404 | $384K | 0.0% | +5.4% | 0.001% | |
5/14/2025 | Kestra Advisory Services LLC | 448,839 | $8.88M | 0.0% | +90.8% | 0.020% | |
5/14/2025 | Strategic Financial Planning Inc. | 199,814 | $3.95M | 2.7% | -0.5% | 0.009% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 19,886 | $393K | 0.0% | -21.4% | 0.001% | |
5/14/2025 | D.B. Root & Company LLC | 130,233 | $2.58M | 0.8% | -0.4% | 0.006% | |
5/14/2025 | Compound Planning Inc. | 813,593 | $16.09M | 0.7% | -15.5% | 0.037% | |
5/14/2025 | Ameriprise Financial Inc. | 2,401,224 | $47.52M | 0.0% | +16.3% | 0.109% | |
5/14/2025 | CW Advisors LLC | 329,457 | $6.54M | 0.1% | +27.4% | 0.015% | |
5/14/2025 | Summit Financial LLC | 247,187 | $4.89M | 0.1% | +699.2% | 0.011% | |
5/14/2025 | Quantum Capital Management LLC NJ | 6,811 | $135K | 0.0% | -96.6% | 0.000% | |
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5/14/2025 | Capital Analysts LLC | 74,876 | $1.48M | 0.1% | +98.7% | 0.003% | |
5/14/2025 | Tradition Wealth Management LLC | 439,895 | $8.70M | 0.8% | +4.9% | 0.020% | |
5/14/2025 | Berkshire Asset Management LLC PA | 1,024,164 | $21.25M | 1.0% | +13.6% | 0.047% | |
5/14/2025 | HC Advisors LLC | 41,001 | $811K | 0.6% | -1.2% | 0.002% | |
5/14/2025 | Lee Financial Co | 79,290 | $1.57M | 0.2% | -3.8% | 0.004% | |
5/14/2025 | M Holdings Securities Inc. | 11,163 | $221K | 0.0% | N/A | 0.001% | |
5/14/2025 | RWA Wealth Partners LLC | 473,213 | $9.36M | 0.1% | +1.5% | 0.022% | |
5/14/2025 | Voisard Asset Management Group Inc. | 1,114,326 | $22.04M | 6.4% | +15.6% | 0.051% | |
5/13/2025 | Aptus Capital Advisors LLC | 167,442 | $3.31M | 0.0% | +25.4% | 0.008% | |
5/13/2025 | Brooklyn Investment Group | 1,625 | $32K | 0.0% | N/A | 0.000% | |