6/16/2025 | Maple Capital Management Inc. | 9,549 | $221K | 0.0% | -6.3% | 0.003% | |
5/29/2025 | Plum Street Advisors LLC | 949,067 | $21.98M | 10.6% | +0.3% | 0.256% | |
5/29/2025 | Apeiron RIA LLC | 227,189 | $5.26M | 1.6% | +24.8% | 0.061% | |
5/28/2025 | GK Wealth Management LLC | 25,979 | $602K | 0.7% | +17.9% | 0.007% | |
5/21/2025 | McAdam LLC | 2,653,953 | $61.47M | 3.8% | -4.1% | 0.715% | |
5/21/2025 | Geneos Wealth Management Inc. | 12,953 | $300K | 0.0% | -42.0% | 0.003% | |
5/20/2025 | Belpointe Asset Management LLC | 15,446 | $358K | 0.0% | N/A | 0.004% | |
5/20/2025 | Tenret Co LLC | 831,405 | $19.26M | 11.7% | +5.3% | 0.224% | |
5/20/2025 | Fortis Capital Advisors LLC | 15,446 | $358K | 0.1% | N/A | 0.004% | |
5/20/2025 | Focus Partners Wealth | 28,189 | $653K | 0.0% | +28.9% | 0.008% | |
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5/20/2025 | Integrity Alliance LLC. | 1,136,753 | $26.33M | 1.0% | +18.4% | 0.306% | |
5/19/2025 | Jane Street Group LLC | 2,274,341 | $52.67M | 0.0% | +1,165.6% | 0.613% | |
5/19/2025 | SageView Advisory Group LLC | 41,995 | $973K | 0.0% | +2.7% | 0.011% | |
5/19/2025 | Advisory Alpha LLC | 25,703 | $595K | 0.0% | +21.8% | 0.007% | |
5/19/2025 | Client 1ST Advisory Group LLC | 287,248 | $6.65M | 2.6% | -4.9% | 0.077% | |
5/19/2025 | SCS Capital Management LLC | 8,954 | $207K | 0.0% | N/A | 0.002% | |
5/16/2025 | Semmax Financial Advisors Inc. | 32,010 | $733K | 0.2% | +6.7% | 0.009% | |
5/16/2025 | Faithward Advisors LLC | 48,643 | $1.13M | 0.2% | -10.4% | 0.013% | |
5/16/2025 | Ascent Group LLC | 1,291,417 | $29.91M | 1.3% | +260.0% | 0.348% | |
5/16/2025 | Arete Wealth Advisors LLC | 53,273 | $1.23M | 0.1% | +6.6% | 0.014% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 384,254 | $8.90M | 0.2% | +6.3% | 0.104% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 246,795 | $5.72M | 0.2% | +44.7% | 0.067% | |
5/16/2025 | Goldman Sachs Group Inc. | 3,205,989 | $74.25M | 0.0% | -20.4% | 0.864% | |
5/16/2025 | Jones Financial Companies Lllp | 568,854 | $13.15M | 0.0% | -27.5% | 0.153% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 56,991 | $1.32M | 1.0% | N/A | 0.015% | |
5/16/2025 | Pinnacle Family Advisors LLC | 41,898 | $970K | 0.5% | +5.4% | 0.011% | |
5/16/2025 | Integrated Wealth Concepts LLC | 299,141 | $6.93M | 0.1% | -1.9% | 0.081% | |
5/16/2025 | Curi RMB Capital LLC | 218,665 | $5.06M | 0.1% | -3.2% | 0.059% | |
5/16/2025 | AQR Capital Management LLC | 14,212 | $329K | 0.0% | +15.9% | 0.004% | |
5/16/2025 | Ancora Advisors LLC | 101,741 | $2.36M | 0.1% | -3.9% | 0.027% | |
5/15/2025 | EP Wealth Advisors LLC | 26,479 | $613K | 0.0% | -15.4% | 0.007% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 431,831 | $10.00M | 0.2% | -18.4% | 0.116% | |
5/15/2025 | Royal Bank of Canada | 13,302 | $308K | 0.0% | -52.9% | 0.004% | |
5/15/2025 | Calton & Associates Inc. | 82,391 | $1.91M | 0.4% | N/A | 0.022% | |
5/15/2025 | OLD Mission Capital LLC | 54,236 | $1.26M | 0.0% | -77.7% | 0.015% | |
5/15/2025 | Vident Advisory LLC | 1,109,646 | $25.70M | 0.4% | +145.3% | 0.299% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 43,085 | $998K | 0.2% | -1.2% | 0.012% | |
5/15/2025 | Oarsman Capital Inc. | 116,234 | $2.69M | 0.5% | -5.4% | 0.031% | |
5/15/2025 | D L Carlson Investment Group Inc. | 30,448 | $705K | 0.1% | -10.6% | 0.008% | |
5/14/2025 | KilterHowling LLC | 1,165,547 | $26.68M | 17.2% | +2.3% | 0.314% | |
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5/14/2025 | Note Advisors LLC | 15,774 | $365K | 0.3% | +3.7% | 0.004% | |
5/14/2025 | CreativeOne Wealth LLC | 107,021 | $2.48M | 0.1% | +11.6% | 0.029% | |
5/14/2025 | Redwood Investment Management LLC | 139,862 | $3.24M | 0.4% | +7.4% | 0.038% | |
5/14/2025 | Jane Street Group LLC | 2,274,341 | $52.67M | 0.0% | +1,165.6% | 0.613% | |
5/14/2025 | Talisman Wealth Advisors LLC | 10,103 | $234K | 0.2% | N/A | 0.003% | |
5/14/2025 | Comerica Bank | 3,161 | $73K | 0.0% | -79.7% | 0.001% | |
5/14/2025 | Smartleaf Asset Management LLC | 10,178 | $235K | 0.0% | N/A | 0.003% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 335,176 | $7.76M | 0.0% | -0.1% | 0.090% | |
5/14/2025 | Heritage Wealth Partners LLC | 55,294 | $1.28M | 2.0% | N/A | 0.015% | |
5/14/2025 | Sax Wealth Advisors LLC | 15,680 | $363K | 0.0% | N/A | 0.004% | |
5/14/2025 | Kestra Advisory Services LLC | 42,750 | $990K | 0.0% | -59.5% | 0.012% | |
5/14/2025 | D.B. Root & Company LLC | 17,202 | $398K | 0.1% | -2.9% | 0.005% | |
5/14/2025 | Compound Planning Inc. | 11,873 | $275K | 0.0% | +15.4% | 0.003% | |
5/14/2025 | Ameriprise Financial Inc. | 7,351,634 | $170.28M | 0.0% | -14.8% | 1.982% | |
5/14/2025 | CW Advisors LLC | 614,202 | $14.23M | 0.2% | -5.1% | 0.166% | |
5/14/2025 | VanderPol Investments L.L.C. | 164,617 | $3.81M | 8.1% | +2.2% | 0.044% | |
5/14/2025 | Luts & Greenleigh Group Inc. | 23,412 | $542K | 0.5% | -2.0% | 0.006% | |
5/14/2025 | Tradition Wealth Management LLC | 224,349 | $5.20M | 0.5% | +2.1% | 0.060% | |
5/14/2025 | Vertex Planning Partners LLC | 228,640 | $5.30M | 1.2% | +1.3% | 0.062% | |
5/14/2025 | Crabel Capital Management LLC | 42,032 | $973K | 1.1% | N/A | 0.011% | |
5/14/2025 | HC Advisors LLC | 186,922 | $4.33M | 3.2% | +6.6% | 0.050% | |
5/14/2025 | Colonial Trust Advisors | 5,238 | $121K | 0.0% | N/A | 0.001% | |
5/14/2025 | Laraway Financial Advisors Inc | 24,590 | $570K | 0.5% | -2.6% | 0.007% | |
5/13/2025 | Keystone Global Partners LLC | 11,922 | $276K | 0.2% | N/A | 0.003% | |
5/13/2025 | Freestone Capital Holdings LLC | 266,167 | $6.16M | 0.2% | -6.4% | 0.072% | |
5/13/2025 | Compass Financial Group INC SD | 136,964 | $3.17M | 0.6% | +28.6% | 0.037% | |
5/13/2025 | Seek First Inc. | 22,783 | $528K | 0.5% | N/A | 0.006% | |
5/13/2025 | Ethos Financial Group LLC | 32,833 | $746K | 0.1% | +4.2% | 0.009% | |
5/13/2025 | Raymond James Financial Inc. | 637,008 | $14.75M | 0.0% | +9.0% | 0.172% | |
5/13/2025 | Gen Wealth Partners Inc | 89,414 | $2.07M | 0.9% | +9.1% | 0.024% | |
5/13/2025 | High Falls Advisors Inc | 9,210 | $213K | 0.1% | N/A | 0.002% | |
5/13/2025 | NFP Retirement Inc. | 45,560 | $1.06M | 0.1% | -18.5% | 0.012% | |
5/13/2025 | MSH Capital Advisors LLC | 38,984 | $903K | 0.3% | +68.3% | 0.011% | |
5/13/2025 | Sherwood Financial Partners LLC | 18,723 | $434K | 0.4% | -10.1% | 0.005% | |
5/13/2025 | HighTower Advisors LLC | 3,186,597 | $73.80M | 0.1% | +3.1% | 0.859% | |
5/13/2025 | Peak Financial Management Inc. | 300,419 | $6.96M | 2.1% | +8.9% | 0.081% | |
5/12/2025 | Kohmann Bosshard Financial Services LLC | 2,534,350 | $58.73M | 6.9% | +2.4% | 0.683% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 4,942,735 | $114.47M | 0.2% | -2.5% | 1.332% | |
5/12/2025 | Maia Wealth LLC | 102,411 | $2.34M | 0.5% | +5.8% | 0.028% | |
5/12/2025 | Northeast Financial Group Inc. | 228,290 | $5.29M | 1.9% | +3.3% | 0.062% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 9,516 | $220K | 0.0% | -6.0% | 0.003% | |
5/12/2025 | Cooper Financial Group | 100,278 | $2.32M | 0.3% | +12.1% | 0.027% | |
5/12/2025 | Aveo Capital Partners LLC | 21,761 | $501K | 0.1% | +46.9% | 0.006% | |
5/12/2025 | True North Advisors LLC | 48,701 | $1.13M | 0.2% | N/A | 0.013% | |
5/12/2025 | JPMorgan Chase & Co. | 12,267,223 | $284.11M | 0.0% | +4.7% | 3.307% | |
5/12/2025 | Townsquare Capital LLC | 54,171 | $1.26M | 0.0% | +21.8% | 0.015% | |
5/12/2025 | Summit Financial Strategies Inc. | 493,777 | $11.44M | 1.2% | +1.1% | 0.133% | |
5/12/2025 | AlphaCore Capital LLC | 89,355 | $2.07M | 0.2% | +6.2% | 0.024% | |
5/12/2025 | WBH Advisory Inc. | 74,603 | $1.73M | 0.2% | +1.8% | 0.020% | |
5/12/2025 | WealthPLAN Partners LLC | 182,342 | $4.22M | 0.6% | +5.6% | 0.049% | |
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5/9/2025 | Blue Barn Wealth LLC | 104,869 | $2.43M | 1.3% | -12.9% | 0.028% | |
5/9/2025 | Elgethun Capital Management | 10,000 | $232K | 0.1% | N/A | 0.003% | |
5/9/2025 | WealthShield Partners LLC | 302,295 | $7.00M | 0.9% | +0.5% | 0.081% | |
5/9/2025 | Endowment Wealth Management Inc. | 31,460 | $729K | 0.5% | -6.4% | 0.008% | |
5/9/2025 | Wealthspire Advisors LLC | 103,235 | $2.39M | 0.0% | -1.9% | 0.028% | |
5/9/2025 | Investment Counsel Co. of Nevada | 183,387 | $4.25M | 9.7% | +0.7% | 0.049% | |
5/9/2025 | Atria Wealth Solutions Inc. | 240,195 | $5.56M | 0.1% | -33.1% | 0.065% | |
5/9/2025 | Syntegra Private Wealth Group LLC | 17,622 | $408K | 0.0% | -7.2% | 0.005% | |
5/9/2025 | Cooper Haims Advisors LLC | 106,102 | $2.46M | 1.3% | -20.0% | 0.029% | |
5/9/2025 | Kickstand Ventures LLC. | 513,422 | $11.89M | 3.1% | -2.3% | 0.138% | |