7/11/2025 | Farther Finance Advisors LLC | 79,650 | $1.99M | 0.0% | -11.7% | 0.018% | |
7/11/2025 | Myecfo LLC | 192,887 | $4.93M | 2.4% | +2.6% | 0.044% | |
7/11/2025 | SeaCrest Wealth Management LLC | 44,080 | $1.10M | 0.1% | -9.9% | 0.010% | |
7/10/2025 | Worth Asset Management LLC | 16,318 | $408K | 0.2% | +35.1% | 0.004% | |
7/10/2025 | Exchange Traded Concepts LLC | 1,740,588 | $43.57M | 0.5% | N/A | 0.398% | |
7/10/2025 | Marshall Financial Group LLC | 582,454 | $14.43M | 2.8% | -1.4% | 0.133% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,265,354 | $56.20M | 0.1% | -0.2% | 0.519% | |
7/10/2025 | Signal Advisors Wealth LLC | 25,240 | $632K | 0.0% | N/A | 0.006% | |
7/9/2025 | Intelligence Driven Advisers LLC | 1,767,135 | $44.23M | 6.7% | +10.3% | 0.405% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 174,175 | $4.36M | 0.1% | -4.9% | 0.040% | |
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7/9/2025 | Archer Investment Management LLC | 695,093 | $17.40M | 12.6% | +5.5% | 0.159% | |
7/9/2025 | Fermata Advisors LLC | 77,769 | $1.95M | 0.5% | +9.6% | 0.018% | |
7/9/2025 | Fiduciary Alliance LLC | 407,125 | $10.19M | 0.8% | -2.6% | 0.093% | |
7/9/2025 | WestHill Financial Advisors Inc. | 1,061,132 | $26.56M | 5.6% | +0.9% | 0.243% | |
7/9/2025 | Bulwark Capital Corp | 10,216 | $256K | 0.2% | N/A | 0.002% | |
7/9/2025 | High Probability Advisors LLC | 1,144,462 | $28.65M | 4.3% | +0.8% | 0.262% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 704,762 | $17.64M | 0.5% | -0.8% | 0.161% | |
7/9/2025 | WealthCare Investment Partners LLC | 65,986 | $1.64M | 0.6% | +20.4% | 0.015% | |
7/8/2025 | Beacon Wealthcare LLC | 1,175,157 | $29.41M | 11.1% | +0.7% | 0.269% | |
7/8/2025 | NBC Securities Inc. | 62,579 | $1.57M | 0.1% | +1,121.3% | 0.014% | |
7/8/2025 | Holcombe Financial Inc. | 452,546 | $11.33M | 8.5% | N/A | 0.104% | |
7/7/2025 | Accelerate Investment Advisors LLC | 18,689 | $468K | 0.3% | +51.5% | 0.004% | |
7/7/2025 | Kings Path Partners LLC | 19,993 | $500K | 0.2% | -3.7% | 0.005% | |
7/7/2025 | Modus Advisors LLC | 172,446 | $4.32M | 1.3% | +1.3% | 0.039% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,758 | $44K | 0.0% | N/A | 0.000% | |
7/2/2025 | HBW Advisory Services LLC | 12,425 | $311K | 0.0% | -21.0% | 0.003% | |
6/27/2025 | Goldman Sachs Group Inc. | 59,079 | $1.47M | 0.0% | N/A | 0.014% | |
6/17/2025 | Howe & Rusling Inc. | 8,544 | $212K | 0.0% | +1,683.7% | 0.002% | |
6/6/2025 | eCIO Inc. | 19,688 | $489K | 0.2% | N/A | 0.005% | |
6/2/2025 | Modern Wealth Management LLC | 11,387 | $283K | 0.0% | N/A | 0.003% | |
5/27/2025 | SWS Partners | 526,709 | $13.09M | 4.1% | +12.1% | 0.123% | |
5/21/2025 | McAdam LLC | 355,075 | $8.83M | 0.5% | -1.4% | 0.083% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,696 | $67K | 0.0% | +414.5% | 0.001% | |
5/20/2025 | Focus Partners Wealth | 219,828 | $5.47M | 0.0% | +16.4% | 0.052% | |
5/20/2025 | Integrity Alliance LLC. | 8,245 | $205K | 0.0% | N/A | 0.002% | |
5/19/2025 | Jane Street Group LLC | 158,279 | $3.94M | 0.0% | +1,697.2% | 0.037% | |
5/19/2025 | Advisory Alpha LLC | 1,235,104 | $30.71M | 1.0% | +134.0% | 0.289% | |
5/19/2025 | SCS Capital Management LLC | 124,297 | $3.09M | 0.0% | N/A | 0.029% | |
5/16/2025 | Empowered Funds LLC | 387,280 | $9.60M | 0.1% | -46.3% | 0.091% | |
5/16/2025 | Goldman Sachs Group Inc. | 59,079 | $1.47M | 0.0% | N/A | 0.014% | |
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5/16/2025 | Jones Financial Companies Lllp | 181,452 | $4.43M | 0.0% | -19.9% | 0.043% | |
5/16/2025 | NewEdge Advisors LLC | 18,728 | $466K | 0.0% | -73.1% | 0.004% | |
5/16/2025 | Integrated Wealth Concepts LLC | 31,635 | $786K | 0.0% | -16.8% | 0.007% | |
5/16/2025 | Greenline Partners LLC | 2,412 | $60K | 0.0% | -99.6% | 0.001% | |
5/15/2025 | EP Wealth Advisors LLC | 8,846 | $220K | 0.0% | N/A | 0.002% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 16,074 | $400K | 0.0% | N/A | 0.004% | |
5/15/2025 | Flputnam Investment Management Co. | 156,891 | $3.90M | 0.1% | -39.3% | 0.037% | |
5/15/2025 | Royal Bank of Canada | 18,570,658 | $461.67M | 0.1% | +16.5% | 4.351% | |
5/15/2025 | Centric Wealth Management | 315,849 | $7.85M | 2.0% | +4.0% | 0.074% | |
5/15/2025 | Connecticut Wealth Management LLC | 12,142 | $302K | 0.0% | N/A | 0.003% | |
5/15/2025 | Baird Financial Group Inc. | 1,031,679 | $25.65M | 0.0% | +4.3% | 0.242% | |
5/15/2025 | OLD Mission Capital LLC | 18,958 | $471K | 0.0% | N/A | 0.004% | |
5/15/2025 | Vident Advisory LLC | 310,319 | $7.72M | 0.1% | +14.7% | 0.073% | |
5/15/2025 | Tortoise Investment Management LLC | 66,283 | $1.65M | 0.2% | +88.8% | 0.016% | |
5/14/2025 | CreativeOne Wealth LLC | 258,414 | $6.42M | 0.2% | +3.1% | 0.061% | |
5/14/2025 | Harvest Portfolios Group Inc. | 243,322 | $6.05M | 0.2% | +9.5% | 0.057% | |
5/14/2025 | Comerica Bank | 84,392 | $2.10M | 0.0% | +21.4% | 0.020% | |
5/14/2025 | Freedom Investment Management Inc. | 42,443 | $1.06M | 0.1% | -4.6% | 0.010% | |
5/14/2025 | Napa Wealth Management | 20,259 | $504K | 0.3% | N/A | 0.005% | |
5/14/2025 | Smartleaf Asset Management LLC | 8,049 | $200K | 0.0% | +65.8% | 0.002% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 158,244 | $3.93M | 0.0% | +17.4% | 0.037% | |
5/14/2025 | Kestra Advisory Services LLC | 172,321 | $4.28M | 0.0% | +23.4% | 0.040% | |
5/14/2025 | Rede Wealth LLC | 44,060 | $1.10M | 0.4% | +24.2% | 0.010% | |
5/14/2025 | Compound Planning Inc. | 84,662 | $2.11M | 0.1% | +5.9% | 0.020% | |
5/14/2025 | Ameriprise Financial Inc. | 13,106,916 | $325.85M | 0.1% | +3.4% | 3.071% | |
5/14/2025 | CW Advisors LLC | 38,405 | $953K | 0.0% | +51.5% | 0.009% | |
5/14/2025 | Summit Financial LLC | 584,327 | $14.53M | 0.4% | +79.0% | 0.137% | |
5/14/2025 | Capital Analysts LLC | 12,947 | $322K | 0.0% | +39.8% | 0.003% | |
5/14/2025 | Tradition Wealth Management LLC | 845,574 | $21.02M | 1.8% | +5.4% | 0.198% | |
5/14/2025 | Venture Visionary Partners LLC | 44,893 | $1.12M | 0.0% | -1.2% | 0.011% | |
5/14/2025 | HC Advisors LLC | 812,470 | $20.20M | 15.1% | +6.2% | 0.190% | |
5/13/2025 | Keystone Global Partners LLC | 66,077 | $1.64M | 1.2% | N/A | 0.015% | |
5/13/2025 | Seek First Inc. | 9,330 | $232K | 0.2% | N/A | 0.002% | |
5/13/2025 | Raymond James Financial Inc. | 248,303 | $6.17M | 0.0% | +7.9% | 0.058% | |
5/13/2025 | HighTower Advisors LLC | 129,806 | $3.23M | 0.0% | -3.3% | 0.030% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 103,228 | $2.57M | 0.0% | -68.5% | 0.024% | |
5/12/2025 | Independent Advisor Alliance | 34,825 | $866K | 0.0% | -18.9% | 0.008% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 127,369 | $3.17M | 0.2% | +5.4% | 0.030% | |
5/12/2025 | JFG Wealth Management LLC | 47,437 | $1.18M | 0.3% | +7.2% | 0.011% | |
5/12/2025 | Benjamin Edwards Inc. | 283,321 | $7.04M | 0.1% | +16.6% | 0.066% | |
5/12/2025 | Darrow Company Inc. | 341,685 | $8.49M | 4.7% | +2.8% | 0.080% | |
5/12/2025 | Savvy Advisors Inc. | 70,855 | $1.76M | 0.2% | +14.8% | 0.017% | |
5/12/2025 | National Bank of Canada FI | 69,549 | $1.73M | 0.0% | +0.9% | 0.016% | |
5/12/2025 | WBH Advisory Inc. | 10,174 | $253K | 0.0% | +16.1% | 0.002% | |
5/12/2025 | Alesco Advisors LLC | 26,325 | $654K | 0.0% | +9.5% | 0.006% | |
5/12/2025 | One Degree Advisors Inc | 551,376 | $13.71M | 5.6% | +88.5% | 0.129% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 219,369,491 | $5.45B | 1.0% | +1.0% | 51.399% | |
5/9/2025 | Exencial Wealth Advisors LLC | 422,840 | $10.51M | 0.4% | +17.1% | 0.099% | |
5/9/2025 | PrairieView Partners LLC | 105,555 | $2.62M | 0.3% | +28.1% | 0.025% | |
5/9/2025 | Bouchey Financial Group Ltd | 1,283,506 | $31.91M | 2.9% | +6.8% | 0.301% | |
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5/9/2025 | Atria Wealth Solutions Inc. | 41,222 | $1.03M | 0.0% | +31.3% | 0.010% | |
5/9/2025 | Empower Advisory Group LLC | 21,264 | $529K | 0.0% | -9.3% | 0.005% | |
5/9/2025 | W.H. Cornerstone Investments Inc. | 189,367 | $4.71M | 3.3% | +7.8% | 0.044% | |
5/9/2025 | Earned Wealth Advisors LLC | 29,317 | $729K | 0.2% | N/A | 0.007% | |
5/9/2025 | Blair William & Co. IL | 93,769 | $2.33M | 0.0% | +3.1% | 0.022% | |
5/9/2025 | PNC Financial Services Group Inc. | 2,281 | $57K | 0.0% | -21.2% | 0.001% | |
5/8/2025 | Altiora Financial Group LLC | 632,289 | $15.72M | 3.3% | -1.0% | 0.149% | |
5/8/2025 | Commerce Bank | 34,048 | $846K | 0.0% | +6.7% | 0.008% | |
5/8/2025 | Moors & Cabot Inc. | 16,358 | $407K | 0.0% | -59.0% | 0.004% | |
5/8/2025 | US Bancorp DE | 6,624 | $165K | 0.0% | +84.4% | 0.002% | |