5/28/2025 | GK Wealth Management LLC | 13,471 | $297K | 0.3% | N/A | 0.001% | |
5/28/2025 | Intrua Financial LLC | 10,239 | $226K | 0.0% | -7.5% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 768,327 | $16.97M | 1.3% | -2.5% | 0.033% | |
5/27/2025 | SWS Partners | 304,725 | $6.73M | 2.1% | -1.9% | 0.013% | |
5/22/2025 | Mattson Financial Services LLC | 12,359 | $273K | 0.1% | +3,222.3% | 0.001% | |
5/21/2025 | Westbourne Investments Inc. | 69,108 | $1.53M | 0.9% | -0.7% | 0.003% | |
5/21/2025 | MBL Wealth LLC | 285,400 | $6.30M | 0.6% | -0.2% | 0.012% | |
5/21/2025 | McAdam LLC | 9,181,848 | $202.74M | 12.5% | -11.2% | 0.397% | |
5/21/2025 | Geneos Wealth Management Inc. | 387,113 | $8.55M | 0.3% | +236.4% | 0.017% | |
5/20/2025 | Fortis Capital Advisors LLC | 1,345,303 | $29.70M | 6.0% | N/A | 0.058% | |
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5/20/2025 | Belpointe Asset Management LLC | 1,384,775 | $30.58M | 1.6% | +10,083.7% | 0.060% | |
5/20/2025 | Focus Partners Wealth | 2,669,259 | $58.94M | 0.1% | +8.6% | 0.116% | |
5/20/2025 | Integrity Alliance LLC. | 77,495 | $1.71M | 0.1% | N/A | 0.003% | |
5/20/2025 | Anchor Investment Management LLC | 1,133,017 | $25.02M | 2.3% | +0.9% | 0.049% | |
5/20/2025 | Aspen Investment Management Inc | 75,841 | $1.68M | 0.8% | +2.4% | 0.003% | |
5/19/2025 | SageView Advisory Group LLC | 49,287 | $1.09M | 0.0% | -11.1% | 0.002% | |
5/19/2025 | Advisory Alpha LLC | 10,237 | $226K | 0.0% | N/A | 0.000% | |
5/19/2025 | Game Plan Financial Advisors LLC | 122,314 | $2.70M | 1.3% | -37.8% | 0.005% | |
5/19/2025 | SCS Capital Management LLC | 464,556 | $10.26M | 0.1% | N/A | 0.020% | |
5/16/2025 | Ascent Group LLC | 28,911 | $638K | 0.0% | +1.7% | 0.001% | |
5/16/2025 | Coppell Advisory Solutions LLC | 74,561 | $1.63M | 0.1% | +255.8% | 0.003% | |
5/16/2025 | Bell Investment Advisors Inc | 999,350 | $22.07M | 4.1% | +2.0% | 0.043% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 238,674 | $5.27M | 0.1% | -1.9% | 0.010% | |
5/16/2025 | Hamilton Capital LLC | 68,460 | $1.51M | 0.1% | -1.6% | 0.003% | |
5/16/2025 | Everstar Asset Management LLC | 18,127 | $400K | 0.1% | -72.6% | 0.001% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 1,433,292 | $31.65M | 1.2% | -0.9% | 0.062% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,050,818 | $23.20M | 0.0% | -23.9% | 0.045% | |
5/16/2025 | Cape Investment Advisory Inc. | 25,630 | $566K | 0.2% | -10.0% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 725,795 | $16.44M | 0.0% | -27.5% | 0.031% | |
5/16/2025 | U S Wealth Group LLC. | 221,739 | $4.90M | 3.9% | -1.9% | 0.010% | |
5/16/2025 | Pinnacle Family Advisors LLC | 80,260 | $1.77M | 1.0% | +6.7% | 0.003% | |
5/16/2025 | Plancorp LLC | 132,809 | $2.93M | 0.1% | +16.2% | 0.006% | |
5/16/2025 | Plotkin Financial Advisors LLC | 78,452 | $1.73M | 1.1% | +13.2% | 0.003% | |
5/16/2025 | National Wealth Management Group LLC | 22,046 | $487K | 0.3% | +23.2% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 469,346 | $10.36M | 0.1% | -3.6% | 0.020% | |
5/16/2025 | Integrated Wealth Concepts LLC | 3,011,806 | $66.50M | 0.8% | -1.7% | 0.130% | |
5/16/2025 | Greenline Partners LLC | 24,608 | $543K | 0.1% | +334.5% | 0.001% | |
5/16/2025 | Curi RMB Capital LLC | 3,838,149 | $84.75M | 2.1% | +0.2% | 0.166% | |
5/16/2025 | AQR Capital Management LLC | 818,854 | $18.08M | 0.0% | +12.0% | 0.035% | |
5/16/2025 | AlTi Global Inc. | 75,888 | $1.68M | 0.0% | -2.6% | 0.003% | |
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5/16/2025 | AlphaQ Advisors LLC | 21,954 | $485K | 1.2% | -2.7% | 0.001% | |
5/16/2025 | Ancora Advisors LLC | 851,606 | $18.80M | 0.4% | -0.4% | 0.037% | |
5/15/2025 | EP Wealth Advisors LLC | 292,036 | $6.45M | 0.1% | +0.4% | 0.013% | |
5/15/2025 | GW Henssler & Associates Ltd. | 122,437 | $2.70M | 0.2% | +192.5% | 0.005% | |
5/15/2025 | Capital Investment Counsel LLC | 15,849 | $350K | 0.1% | -16.2% | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 34,085 | $753K | 0.0% | -4.0% | 0.001% | |
5/15/2025 | Flputnam Investment Management Co. | 407,230 | $8.99M | 0.2% | +6.9% | 0.018% | |
5/15/2025 | Royal Bank of Canada | 1,620,400 | $35.78M | 0.0% | +5.4% | 0.070% | |
5/15/2025 | Betterment LLC | 13,225,086 | $292.01M | 0.7% | +119.6% | 0.573% | |
5/15/2025 | MAI Capital Management | 1,310,049 | $28.93M | 0.2% | -0.4% | 0.057% | |
5/15/2025 | Calton & Associates Inc. | 215,453 | $4.76M | 1.1% | N/A | 0.009% | |
5/15/2025 | Connecticut Wealth Management LLC | 17,659 | $390K | 0.0% | N/A | 0.001% | |
5/15/2025 | Certior Financial Group LLC | 15,518 | $343K | 0.3% | -20.1% | 0.001% | |
5/15/2025 | Baird Financial Group Inc. | 28,031 | $619K | 0.0% | -22.7% | 0.001% | |
5/15/2025 | Activest Wealth Management | 65,658 | $1.45M | 0.4% | N/A | 0.003% | |
5/15/2025 | Vident Advisory LLC | 18,188 | $402K | 0.0% | +4.2% | 0.001% | |
5/15/2025 | Evergreen Capital Management LLC | 49,354 | $1.09M | 0.0% | +21.6% | 0.002% | |
5/15/2025 | WPG Advisers LLC | 17,829 | $394K | 0.4% | N/A | 0.001% | |
5/15/2025 | Tortoise Investment Management LLC | 722,818 | $15.96M | 1.7% | +12.9% | 0.031% | |
5/15/2025 | Trexquant Investment LP | 13,412 | $296K | 0.0% | N/A | 0.001% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 40,373 | $891K | 0.0% | +29.3% | 0.002% | |
5/15/2025 | Oarsman Capital Inc. | 27,676 | $611K | 0.1% | +4.0% | 0.001% | |
5/14/2025 | Transamerica Financial Advisors LLC | 839,437 | $18.54M | 1.9% | +3.0% | 0.036% | |
5/14/2025 | Delta Investment Management LLC | 10,834 | $239K | 0.0% | +7.4% | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 25,129 | $555K | 0.0% | +14.7% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 227,234 | $5.02M | 0.0% | +29.5% | 0.010% | |
5/14/2025 | Per Stirling Capital Management LLC. | 81,058 | $1.79M | 0.3% | +5.6% | 0.004% | |
5/14/2025 | Orion Capital Management LLC | 1,214 | $27K | 0.0% | N/A | 0.000% | |
5/14/2025 | Comerica Bank | 59,854 | $1.32M | 0.0% | +1.1% | 0.003% | |
5/14/2025 | Southeast Asset Advisors LLC | 15,366 | $339K | 0.0% | +9.6% | 0.001% | |
5/14/2025 | Smartleaf Asset Management LLC | 42,868 | $941K | 0.1% | +43.4% | 0.002% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 24,479,012 | $540.50M | 0.4% | +17.8% | 1.060% | |
5/14/2025 | Trinity Legacy Partners LLC | 602,490 | $14.00M | 3.6% | +1.7% | 0.026% | |
5/14/2025 | Sax Wealth Advisors LLC | 61,663 | $1.36M | 0.1% | +395.0% | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 171,923 | $3.80M | 0.0% | -41.4% | 0.007% | |
5/14/2025 | Broadview Financial Management LLC | 132,099 | $2.92M | 2.2% | -0.4% | 0.006% | |
5/14/2025 | Circle Wealth Management LLC | 310,300 | $6.85M | 0.2% | +0.2% | 0.013% | |
5/14/2025 | D.B. Root & Company LLC | 1,154,808 | $25.50M | 8.2% | +3.1% | 0.050% | |
5/14/2025 | Compound Planning Inc. | 34,244 | $756K | 0.0% | +8.6% | 0.001% | |
5/14/2025 | Ameriprise Financial Inc. | 3,363,360 | $74.71M | 0.0% | -3.4% | 0.146% | |
5/14/2025 | CW Advisors LLC | 1,361,342 | $30.08M | 0.4% | -0.1% | 0.059% | |
5/14/2025 | Capital Wealth Alliance LLC | 10,093 | $223K | 0.1% | N/A | 0.000% | |
5/14/2025 | Summit Financial LLC | 421,012 | $9.30M | 0.3% | +56.2% | 0.018% | |
5/14/2025 | PGIM Custom Harvest LLC | 15,342 | $339K | 0.0% | -7.6% | 0.001% | |
5/14/2025 | VanderPol Investments L.L.C. | 254,150 | $5.61M | 11.9% | +17.7% | 0.011% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 106,985 | $2.36M | 1.1% | -3.3% | 0.005% | |
5/14/2025 | Asset Management Group Inc. | 175,006 | $3.86M | 0.7% | +0.3% | 0.008% | |
5/14/2025 | Capital Analysts LLC | 46,988 | $1.04M | 0.0% | -1.0% | 0.002% | |
5/14/2025 | Tradition Wealth Management LLC | 12,230 | $270K | 0.0% | -6.1% | 0.001% | |
5/14/2025 | Heritage Financial Services LLC | 22,274 | $492K | 0.0% | -28.7% | 0.001% | |
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5/14/2025 | Venture Visionary Partners LLC | 35,348 | $780K | 0.0% | +1.8% | 0.002% | |
5/14/2025 | Berkshire Asset Management LLC PA | 269,581 | $6.02M | 0.3% | +4.2% | 0.012% | |
5/14/2025 | Lee Financial Co | 344,273 | $7.60M | 1.2% | -1.4% | 0.015% | |
5/14/2025 | RWA Wealth Partners LLC | 142,062 | $3.14M | 0.0% | -14.3% | 0.006% | |
5/14/2025 | Voisard Asset Management Group Inc. | 211,432 | $4.67M | 1.4% | -17.7% | 0.009% | |
5/13/2025 | Northern Trust Corp | 650,337 | $14.36M | 0.0% | +6.9% | 0.028% | |
5/13/2025 | Aptus Capital Advisors LLC | 2,456,151 | $54.23M | 0.6% | +2.5% | 0.106% | |
5/13/2025 | Brooklyn Investment Group | 24,771 | $547K | 0.1% | +1,688.5% | 0.001% | |
5/13/2025 | Freestone Capital Holdings LLC | 84,846 | $1.87M | 0.1% | -13.9% | 0.004% | |
5/13/2025 | Spreng Capital Management Inc. | 20,677 | $457K | 0.2% | -18.6% | 0.001% | |