5/22/2025 | Mattson Financial Services LLC | 124,093 | $8.16M | 2.5% | +2.6% | 0.013% | |
5/21/2025 | Geneos Wealth Management Inc. | 326,788 | $21.49M | 0.7% | +9.5% | 0.035% | |
5/20/2025 | Belpointe Asset Management LLC | 119,648 | $7.87M | 0.4% | -57.7% | 0.013% | |
5/20/2025 | Focus Partners Wealth | 36,509 | $2.40M | 0.0% | -84.8% | 0.004% | |
5/20/2025 | Integrity Alliance LLC. | 1,342,587 | $88.29M | 3.5% | +58.6% | 0.146% | |
5/20/2025 | Anchor Investment Management LLC | 12,990 | $854K | 0.1% | +2.1% | 0.001% | |
5/19/2025 | SageView Advisory Group LLC | 6,997 | $460K | 0.0% | +3.0% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 225,570 | $14.83M | 0.5% | +3.5% | 0.024% | |
5/19/2025 | Client 1ST Advisory Group LLC | 486,799 | $32.01M | 12.5% | +2.5% | 0.053% | |
5/19/2025 | SCS Capital Management LLC | 2,544,362 | $167.32M | 2.1% | N/A | 0.276% | |
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5/19/2025 | Smith Asset Management Co. LLC | 5,214 | $343K | 0.3% | N/A | 0.001% | |
5/19/2025 | Legacy Advisory Services LLC | 253,044 | $16.64M | 14.1% | N/A | 0.027% | |
5/16/2025 | Prostatis Group LLC | 63,338 | $4.17M | 1.3% | -14.8% | 0.007% | |
5/16/2025 | Semmax Financial Advisors Inc. | 44,027 | $2.92M | 0.8% | -9.3% | 0.005% | |
5/16/2025 | HFM Investment Advisors LLC | 885 | $58K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ascent Group LLC | 1,792,898 | $117.90M | 5.1% | +164.1% | 0.194% | |
5/16/2025 | Coppell Advisory Solutions LLC | 142,034 | $9.26M | 0.7% | +48.3% | 0.015% | |
5/16/2025 | Arete Wealth Advisors LLC | 140,296 | $9.23M | 0.7% | +72.9% | 0.015% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 123,934 | $8.15M | 0.3% | +37.2% | 0.013% | |
5/16/2025 | Goldman Sachs Group Inc. | 4,487,762 | $295.12M | 0.0% | +3.1% | 0.487% | |
5/16/2025 | Kestra Investment Management LLC | 4,567 | $300K | 0.0% | -18.3% | 0.000% | |
5/16/2025 | Knightsbridge Asset Management LLC | 353,686 | $23.26M | 5.7% | -0.9% | 0.038% | |
5/16/2025 | Cape Investment Advisory Inc. | 33,219 | $2.18M | 0.9% | +21.7% | 0.004% | |
5/16/2025 | Jones Financial Companies Lllp | 30,832,479 | $2.02B | 1.8% | +97.8% | 3.343% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 9,915 | $652K | 0.5% | N/A | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 382,555 | $26.19M | 3.5% | +906.5% | 0.041% | |
5/16/2025 | USS Investment Management Ltd | 21,200,000 | $1.39B | 10.6% | N/A | 2.298% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 27,260 | $1.79M | 0.5% | -2.9% | 0.003% | |
5/16/2025 | Redwood Financial Network Corp | 26,268 | $1.73M | 1.3% | +1.4% | 0.003% | |
5/16/2025 | Pinnacle Family Advisors LLC | 40,305 | $2.65M | 1.4% | -4.8% | 0.004% | |
5/16/2025 | National Wealth Management Group LLC | 47,799 | $3.14M | 2.1% | +374.4% | 0.005% | |
5/16/2025 | NewEdge Advisors LLC | 1,990,911 | $130.92M | 0.8% | -5.2% | 0.216% | |
5/16/2025 | Integrated Wealth Concepts LLC | 1,123,335 | $73.87M | 0.9% | -26.0% | 0.122% | |
5/16/2025 | Clark Capital Management Group Inc. | 7,350,431 | $483.36M | 3.5% | +3.3% | 0.797% | |
5/16/2025 | Banque Transatlantique SA | 1,448 | $88K | 0.0% | N/A | 0.000% | |
5/16/2025 | AQR Capital Management LLC | 113,520 | $7.47M | 0.0% | +16.7% | 0.012% | |
5/16/2025 | Ancora Advisors LLC | 1,321 | $87K | 0.0% | -29.8% | 0.000% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 55,931 | $3.68M | 0.0% | +6.8% | 0.006% | |
5/15/2025 | EP Wealth Advisors LLC | 13,917 | $915K | 0.0% | -18.1% | 0.002% | |
5/15/2025 | Core Wealth Advisors Inc. | 274,156 | $18.03M | 5.7% | -2.2% | 0.030% | |
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5/15/2025 | Focus Partners Advisor Solutions LLC | 87,946 | $5.78M | 0.1% | -17.1% | 0.010% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 12,855 | $845K | 0.3% | +3.9% | 0.001% | |
5/15/2025 | MAI Capital Management | 29,754 | $1.96M | 0.0% | -1.5% | 0.003% | |
5/15/2025 | Calton & Associates Inc. | 153,182 | $10.07M | 2.3% | +357.0% | 0.017% | |
5/15/2025 | Vista Cima Wealth Management LLC | 50,000 | $3.29M | 1.5% | N/A | 0.005% | |
5/15/2025 | Centric Wealth Management | 78,739 | $5.18M | 1.3% | -73.6% | 0.009% | |
5/15/2025 | Connecticut Wealth Management LLC | 30,585 | $2.01M | 0.1% | N/A | 0.003% | |
5/15/2025 | Titleist Asset Management LLC | 30,095 | $1.98M | 0.2% | +38.6% | 0.003% | |
5/15/2025 | Baird Financial Group Inc. | 58,226 | $3.83M | 0.0% | -85.5% | 0.006% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 142,377 | $9.36M | 1.4% | +0.2% | 0.015% | |
5/15/2025 | The Manufacturers Life Insurance Company | 4,419,347 | $290.62M | 0.3% | -4.3% | 0.479% | |
5/15/2025 | JDM Financial Group LLC | 48,303 | $3.18M | 1.6% | -2.7% | 0.005% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 6,189 | $407K | 0.3% | -92.3% | 0.001% | |
5/15/2025 | Tortoise Investment Management LLC | 101,990 | $6.71M | 0.7% | +16.1% | 0.011% | |
5/15/2025 | Trexquant Investment LP | 4,218 | $277K | 0.0% | N/A | 0.000% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 83,453 | $5.49M | 0.2% | -4.7% | 0.009% | |
5/15/2025 | Oarsman Capital Inc. | 139,398 | $9.17M | 1.6% | +4.8% | 0.015% | |
5/15/2025 | Okabena Investment Services Inc. | 3,951 | $260K | 0.1% | N/A | 0.000% | |
5/15/2025 | Clarity Asset Management Inc. | 5,373 | $353K | 0.2% | +871.6% | 0.001% | |
5/14/2025 | Transamerica Financial Advisors LLC | 122,652 | $8.07M | 0.8% | +0.5% | 0.013% | |
5/14/2025 | Triad Wealth Partners LLC | 98,096 | $6.45M | 2.0% | +87.8% | 0.011% | |
5/14/2025 | RB Capital Management LLC | 4,792 | $315K | 0.1% | +9.4% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 4,239 | $279K | 0.0% | -66.8% | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 324,769 | $21.36M | 0.6% | -37.9% | 0.035% | |
5/14/2025 | Quadcap Wealth Management LLC | 16,286 | $1.07M | 0.2% | -22.8% | 0.002% | |
5/14/2025 | Redwood Investment Management LLC | 107,438 | $7.07M | 0.8% | +2.0% | 0.012% | |
5/14/2025 | PKS Advisory Services LLC | 10,541 | $693K | 0.2% | +9.6% | 0.001% | |
5/14/2025 | Widmann Financial Services Inc. | 3,079 | $202K | 0.2% | N/A | 0.000% | |
5/14/2025 | WCG Wealth Advisors LLC | 309,524 | $20.35M | 1.5% | -16.0% | 0.034% | |
5/14/2025 | Talisman Wealth Advisors LLC | 7,535 | $496K | 0.5% | +19.3% | 0.001% | |
5/14/2025 | CSM Advisors LLC | 511,929 | $33.66M | 1.8% | -2.4% | 0.055% | |
5/14/2025 | FWG Investments LLC. | 30,345 | $2.00M | 2.3% | -33.7% | 0.003% | |
5/14/2025 | Comerica Bank | 28,730 | $1.89M | 0.0% | +25.7% | 0.003% | |
5/14/2025 | Freedom Investment Management Inc. | 34,146 | $2.25M | 0.2% | N/A | 0.004% | |
5/14/2025 | Synovus Financial Corp | 8,214 | $540K | 0.0% | -3.7% | 0.001% | |
5/14/2025 | Napa Wealth Management | 50,383 | $3.31M | 1.9% | -3.4% | 0.005% | |
5/14/2025 | SVB Wealth LLC | 5,967 | $392K | 0.0% | +5.3% | 0.001% | |
5/14/2025 | Smartleaf Asset Management LLC | 25,542 | $1.67M | 0.2% | +59.0% | 0.003% | |
5/14/2025 | Caitlin John LLC | 4,219 | $277K | 0.3% | -30.1% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,975,287 | $195.66M | 0.2% | +35.0% | 0.323% | |
5/14/2025 | Heritage Wealth Partners LLC | 11,460 | $754K | 1.1% | +14.4% | 0.001% | |
5/14/2025 | Sax Wealth Advisors LLC | 18,080 | $1.19M | 0.1% | +49.5% | 0.002% | |
5/14/2025 | Leslie Global Wealth LLC | 374,951 | $24.66M | 12.0% | +3.8% | 0.041% | |
5/14/2025 | Kestra Advisory Services LLC | 1,135,197 | $74.65M | 0.4% | +12.3% | 0.123% | |
5/14/2025 | Compound Planning Inc. | 31,335 | $2.06M | 0.1% | +0.7% | 0.003% | |
5/14/2025 | Barnes Wealth Management Group Inc | 22,830 | $1.50M | 1.0% | +13.6% | 0.002% | |
5/14/2025 | Hobbs Group Advisors LLC | 40,319 | $2.65M | 1.0% | -72.1% | 0.004% | |
5/14/2025 | Ameriprise Financial Inc. | 4,598,268 | $301.75M | 0.1% | -2.1% | 0.499% | |
5/14/2025 | Norinchukin Bank The | 3,410,270 | $224.26M | 4.1% | +64.2% | 0.370% | |
5/14/2025 | CW Advisors LLC | 94,997 | $6.25M | 0.1% | +114.1% | 0.010% | |
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5/14/2025 | Estate Counselors LLC | 11,075 | $728K | 0.1% | N/A | 0.001% | |
5/14/2025 | United Asset Strategies Inc. | 201,438 | $13.25M | 1.2% | -0.1% | 0.022% | |
5/14/2025 | Flow Traders U.S. LLC | 235,660 | $15.50M | 0.7% | +2,808.7% | 0.026% | |
5/14/2025 | GM Advisory Group LLC | 4,183,642 | $275.12M | 14.9% | +3.6% | 0.454% | |
5/14/2025 | Capital Analysts LLC | 3,692,715 | $242.83M | 9.1% | +4.3% | 0.400% | |
5/14/2025 | Level Four Advisory Services LLC | 343,515 | $22.59M | 0.9% | +2.4% | 0.037% | |
5/14/2025 | Tradition Wealth Management LLC | 204,649 | $13.46M | 1.2% | -9.4% | 0.022% | |
5/14/2025 | Vertex Planning Partners LLC | 933,352 | $61.38M | 13.4% | +2.1% | 0.101% | |
5/14/2025 | Venture Visionary Partners LLC | 148,404 | $9.76M | 0.4% | +136.3% | 0.016% | |
5/14/2025 | ZEGA Investments LLC | 9,787 | $644K | 0.1% | N/A | 0.001% | |