7/3/2025 | Fiduciary Financial Group LLC | 56,209 | $1.64M | 0.3% | +1.7% | 0.029% | |
7/2/2025 | S. R. Schill & Associates | 285,128 | $8.35M | 6.2% | +3.6% | 0.145% | |
7/2/2025 | Boston Standard Wealth Management LLC | 747,610 | $21.90M | 3.9% | +3.2% | 0.380% | |
6/27/2025 | Goldman Sachs Group Inc. | 236,393 | $6.91M | 0.0% | +129.0% | 0.120% | |
6/17/2025 | Howe & Rusling Inc. | 7,432 | $217K | 0.0% | -9.2% | 0.004% | |
6/13/2025 | Optima Capital LLC | 103,774 | $3.03M | 1.9% | +313.3% | 0.053% | |
6/2/2025 | Modern Wealth Management LLC | 362,861 | $10.61M | 0.3% | +12.0% | 0.184% | |
5/22/2025 | Mattson Financial Services LLC | 10,454 | $306K | 0.1% | N/A | 0.005% | |
5/21/2025 | Main Line Retirement Advisors LLC | 235,179 | $6.88M | 4.5% | +0.6% | 0.117% | |
5/21/2025 | Geneos Wealth Management Inc. | 9,726 | $284K | 0.0% | -11.8% | 0.005% | |
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5/20/2025 | Focus Partners Wealth | 26,931 | $787K | 0.0% | -9.7% | 0.013% | |
5/20/2025 | Integrity Alliance LLC. | 62,744 | $1.84M | 0.1% | N/A | 0.031% | |
5/19/2025 | Jane Street Group LLC | 54,933 | $1.61M | 0.0% | N/A | 0.027% | |
5/16/2025 | Faithward Advisors LLC | 154,632 | $4.52M | 0.8% | +34.8% | 0.077% | |
5/16/2025 | Ascent Group LLC | 15,198 | $444K | 0.0% | N/A | 0.008% | |
5/16/2025 | Goldman Sachs Group Inc. | 236,393 | $6.91M | 0.0% | +129.0% | 0.118% | |
5/16/2025 | Jones Financial Companies Lllp | 15,118 | $442K | 0.0% | +2,864.3% | 0.008% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 7,398 | $216K | 0.1% | -21.1% | 0.004% | |
5/16/2025 | NewEdge Advisors LLC | 34,757 | $1.02M | 0.0% | +76.2% | 0.017% | |
5/16/2025 | Integrated Wealth Concepts LLC | 107,183 | $3.13M | 0.0% | -18.2% | 0.053% | |
5/16/2025 | AlphaQ Advisors LLC | 34,348 | $1.00M | 2.4% | N/A | 0.017% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 18,132 | $530K | 0.0% | N/A | 0.009% | |
5/15/2025 | Flputnam Investment Management Co. | 1,388,547 | $40.60M | 0.8% | +12.7% | 0.691% | |
5/15/2025 | Royal Bank of Canada | 1,594,952 | $46.64M | 0.0% | -24.0% | 0.794% | |
5/15/2025 | Betterment LLC | 24,098 | $705K | 0.0% | +38.2% | 0.012% | |
5/15/2025 | Centric Wealth Management | 526,100 | $15.38M | 4.0% | +1,088.7% | 0.262% | |
5/15/2025 | Evergreen Capital Management LLC | 933,723 | $27.30M | 0.9% | -17.1% | 0.465% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 656,814 | $19.21M | 0.9% | +12.2% | 0.327% | |
5/14/2025 | CreativeOne Wealth LLC | 331,656 | $9.70M | 0.3% | -7.4% | 0.165% | |
5/14/2025 | Entrewealth LLC | 202,604 | $5.92M | 4.6% | +8.7% | 0.101% | |
5/14/2025 | Comerica Bank | 22,114 | $647K | 0.0% | +10.5% | 0.011% | |
5/14/2025 | Synovus Financial Corp | 229,392 | $6.71M | 0.1% | +12.1% | 0.114% | |
5/14/2025 | Napa Wealth Management | 7,906 | $231K | 0.1% | -89.9% | 0.004% | |
5/14/2025 | Jump Financial LLC | 11,468 | $335K | 0.0% | -91.4% | 0.006% | |
5/14/2025 | SVB Wealth LLC | 5,092 | $149K | 0.0% | N/A | 0.003% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 142,036 | $4.15M | 0.0% | +81.8% | 0.071% | |
5/14/2025 | Sax Wealth Advisors LLC | 20,830 | $609K | 0.0% | N/A | 0.010% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 301,423 | $8.81M | 0.9% | -9.9% | 0.150% | |
5/14/2025 | Hobbs Group Advisors LLC | 144,863 | $4.24M | 1.6% | N/A | 0.072% | |
5/14/2025 | Ameriprise Financial Inc. | 9,750,710 | $285.06M | 0.1% | -3.4% | 4.854% | |
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5/14/2025 | Summit Financial LLC | 13,190 | $386K | 0.0% | N/A | 0.007% | |
5/14/2025 | GM Advisory Group LLC | 2,028,753 | $59.32M | 3.2% | -2.5% | 1.010% | |
5/14/2025 | JT Stratford LLC | 90,546 | $2.65M | 0.5% | +77.8% | 0.045% | |
5/14/2025 | Berkshire Asset Management LLC PA | 167,011 | $4.87M | 0.2% | +19.2% | 0.083% | |
5/13/2025 | Raymond James Financial Inc. | 623,365 | $18.23M | 0.0% | +23.7% | 0.310% | |
5/13/2025 | Thompson Davis & CO. Inc. | 36,825 | $1.08M | 0.8% | +14.6% | 0.018% | |
5/13/2025 | Providence Capital Advisors LLC | 90,702 | $2.65M | 0.6% | +1.1% | 0.045% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 460,755 | $13.47M | 0.1% | +5.2% | 0.229% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 3,637 | $106K | 0.1% | +49.2% | 0.002% | |
5/13/2025 | Dagco Inc. | 686,526 | $20.07M | 6.5% | +35.2% | 0.342% | |
5/13/2025 | HighTower Advisors LLC | 1,862,835 | $54.47M | 0.1% | -0.7% | 0.927% | |
5/12/2025 | Maia Wealth LLC | 26,923 | $786K | 0.2% | +25.0% | 0.013% | |
5/12/2025 | Independent Advisor Alliance | 12,173 | $356K | 0.0% | -82.4% | 0.006% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 181,996 | $5.32M | 0.3% | -88.3% | 0.091% | |
5/12/2025 | Manhattan West Asset Management LLC | 327,594 | $9.58M | 2.4% | +20.9% | 0.163% | |
5/12/2025 | Private Wealth Advisors LLC | 8,514 | $249K | 0.1% | -20.5% | 0.004% | |
5/12/2025 | Townsquare Capital LLC | 63,462 | $1.86M | 0.0% | -1.4% | 0.032% | |
5/9/2025 | Altfest L J & Co. Inc. | 48,783 | $1.43M | 0.2% | -92.6% | 0.023% | |
5/9/2025 | Tidemark LLC | 99,392 | $2.91M | 1.1% | -6.4% | 0.048% | |
5/9/2025 | Atria Wealth Solutions Inc. | 549,275 | $16.06M | 0.2% | +648.0% | 0.264% | |
5/9/2025 | Cary Street Partners Financial LLC | 27,439 | $802K | 0.0% | -56.3% | 0.013% | |
5/9/2025 | Blair William & Co. IL | 6,356 | $186K | 0.0% | -23.9% | 0.003% | |
5/9/2025 | Bank of Nova Scotia | 2,069,869 | $60.51M | 0.1% | +33.5% | 0.996% | |
5/9/2025 | PNC Financial Services Group Inc. | 264,904 | $7.75M | 0.0% | +38.2% | 0.127% | |
5/8/2025 | IFG Advisory LLC | 8,023 | $235K | 0.0% | -17.5% | 0.004% | |
5/8/2025 | Clearwater Capital Advisors LLC | 19,167 | $560K | 0.1% | +9.5% | 0.009% | |
5/8/2025 | US Financial Advisors LLC | 123,832 | $3.62M | 1.1% | +2.5% | 0.060% | |
5/8/2025 | HHM Wealth Advisors LLC | 1,131,634 | $33.09M | 4.5% | +1.8% | 0.544% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 21,479 | $628K | 0.3% | -10.6% | 0.010% | |
5/8/2025 | Cannon Wealth Management Services LLC | 181,093 | $5.29M | 4.7% | +2.6% | 0.087% | |
5/7/2025 | Evermay Wealth Management LLC | 2,170,109 | $63.45M | 8.3% | +542.5% | 1.044% | |
5/7/2025 | Foundations Investment Advisors LLC | 94,488 | $2.76M | 0.1% | +32.0% | 0.045% | |
5/7/2025 | Portland Global Advisors LLC | 1,299,402 | $38.00M | 4.8% | +8.8% | 0.625% | |
5/7/2025 | Nemes Rush Group LLC | 7,554 | $221K | 0.0% | +8.0% | 0.004% | |
5/7/2025 | LPL Financial LLC | 7,481,610 | $218.76M | 0.1% | +16.7% | 3.599% | |
5/7/2025 | Municipal Employees Retirement System of Michigan | 21,929,077 | $641.21M | 8.1% | +0.6% | 10.548% | |
5/7/2025 | GLOBALT Investments LLC GA | 4,139,060 | $121.03M | 4.9% | +0.3% | 1.991% | |
5/7/2025 | First Heartland Consultants Inc. | 13,164 | $385K | 0.0% | N/A | 0.006% | |
5/7/2025 | Trilogy Capital Inc. | 942,059 | $27.55M | 1.4% | +77.7% | 0.453% | |
5/6/2025 | MY Wealth Management Inc. | 280,822 | $8.21M | 7.9% | -0.9% | 0.135% | |
5/6/2025 | Assetmark Inc. | 838,313 | $24.51M | 0.1% | -16.5% | 0.403% | |
5/6/2025 | Cetera Investment Advisers | 759,763 | $22.22M | 0.0% | +8.0% | 0.365% | |
5/6/2025 | Avantax Advisory Services Inc. | 161,519 | $4.72M | 0.0% | +15.1% | 0.078% | |
5/6/2025 | Tempus Wealth Planning LLC | 88,131 | $2.58M | 0.8% | -7.8% | 0.042% | |
5/6/2025 | Lifeworks Advisors LLC | 26,647 | $779K | 0.1% | -18.4% | 0.013% | |
5/6/2025 | Carnegie Investment Counsel | 26,995 | $789K | 0.0% | +156.8% | 0.013% | |
5/6/2025 | AE Wealth Management LLC | 14,429 | $422K | 0.0% | +8.8% | 0.007% | |
5/6/2025 | Roundview Capital LLC | 138,553 | $4.05M | 0.3% | -13.4% | 0.067% | |
5/6/2025 | Madison Asset Management LLC | 354,843 | $10.38M | 0.1% | -16.4% | 0.171% | |
5/6/2025 | WorthPointe LLC | 25,828 | $755K | 0.3% | +83.0% | 0.012% | |
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5/6/2025 | Choreo LLC | 21,115 | $617K | 0.0% | -5.2% | 0.010% | |
5/6/2025 | Nelson Capital Management LLC | 808,053 | $23.63M | 4.1% | +3.4% | 0.389% | |
5/6/2025 | PFG Advisors | 248,482 | $7.27M | 0.4% | N/A | 0.120% | |
5/5/2025 | Treasure Coast Financial Planning | 339,534 | $9.93M | 6.2% | +4.3% | 0.163% | |
5/5/2025 | 4WEALTH Advisors Inc. | 6,961 | $204K | 0.2% | -12.9% | 0.003% | |
5/5/2025 | IFP Advisors Inc | 10,879 | $318K | 0.0% | -11.8% | 0.005% | |
5/5/2025 | Calton & Associates Inc. | 33,932 | $1.04M | 0.1% | +35.7% | 0.016% | |
5/5/2025 | Kestra Private Wealth Services LLC | 9,556 | $279K | 0.0% | -20.1% | 0.005% | |
5/5/2025 | Impact Partnership Wealth LLC | 650,438 | $19.02M | 4.1% | +70.2% | 0.313% | |
5/5/2025 | Private Advisor Group LLC | 993,479 | $29.05M | 0.2% | -22.1% | 0.478% | |