5/21/2025 | Geneos Wealth Management Inc. | 12,754 | $3.21M | 0.1% | +80.0% | 0.005% | |
5/20/2025 | Tenret Co LLC | 18,072 | $4.55M | 2.8% | -3.6% | 0.007% | |
5/20/2025 | Belpointe Asset Management LLC | 6,822 | $1.72M | 0.1% | +12.1% | 0.003% | |
5/20/2025 | Fortis Capital Advisors LLC | 6,822 | $1.72M | 0.3% | +12.1% | 0.003% | |
5/20/2025 | Focus Partners Wealth | 218,678 | $55.06M | 0.1% | +2.3% | 0.081% | |
5/20/2025 | Integrity Alliance LLC. | 27,184 | $6.84M | 0.3% | +1,050.4% | 0.010% | |
5/20/2025 | Anchor Investment Management LLC | 1,972 | $496K | 0.0% | +2.7% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 21,234 | $5.35M | 0.2% | +7.1% | 0.008% | |
5/16/2025 | Logan Capital Management Inc. | 417 | $105K | 0.0% | -21.6% | 0.000% | |
5/16/2025 | Northeast Financial Consultants Inc | 4,627 | $1.17M | 0.1% | -6.9% | 0.002% | |
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5/16/2025 | Arete Wealth Advisors LLC | 2,498 | $629K | 0.0% | +3.8% | 0.001% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 3,599 | $906K | 0.0% | -14.5% | 0.001% | |
5/16/2025 | Goldman Sachs Group Inc. | 62,656 | $15.78M | 0.0% | +4.4% | 0.023% | |
5/16/2025 | Jones Financial Companies Lllp | 575,591 | $145.60M | 0.1% | -69.9% | 0.214% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 890 | $221K | 0.1% | -6.6% | 0.000% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 2,265 | $570K | 0.4% | N/A | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 6,564 | $1.67M | 0.2% | -3.7% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 113,858 | $28.67M | 0.2% | -4.0% | 0.042% | |
5/16/2025 | Integrated Wealth Concepts LLC | 7,807 | $1.97M | 0.0% | -3.5% | 0.003% | |
5/16/2025 | Investmark Advisory Group LLC | 4,114 | $1.04M | 0.5% | -13.9% | 0.002% | |
5/16/2025 | Jentner Corp | 99,820 | $25.13M | 7.5% | -3.1% | 0.037% | |
5/16/2025 | AQR Capital Management LLC | 1,083 | $273K | 0.0% | N/A | 0.000% | |
5/16/2025 | Algorithmic Investment Models LLC | 17,269 | $4.35M | 3.2% | +100.1% | 0.006% | |
5/16/2025 | Ancora Advisors LLC | 392 | $99K | 0.0% | -57.9% | 0.000% | |
5/15/2025 | EP Wealth Advisors LLC | 601,701 | $151.49M | 1.2% | +30.7% | 0.224% | |
5/15/2025 | LGL Partners LLC | 1,348 | $339K | 0.2% | -65.9% | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 32,683 | $8.23M | 0.1% | +6.5% | 0.012% | |
5/15/2025 | Royal Bank of Canada | 988,251 | $248.81M | 0.1% | +359.1% | 0.368% | |
5/15/2025 | Betterment LLC | 16,593 | $4.18M | 0.0% | +7.2% | 0.006% | |
5/15/2025 | Connecticut Wealth Management LLC | 10,492 | $2.64M | 0.1% | N/A | 0.004% | |
5/15/2025 | Baird Financial Group Inc. | 42,535 | $10.71M | 0.0% | +4.4% | 0.016% | |
5/15/2025 | Vident Advisory LLC | 899 | $226K | 0.0% | -43.2% | 0.000% | |
5/15/2025 | Evergreen Capital Management LLC | 2,366 | $596K | 0.0% | -8.7% | 0.001% | |
5/15/2025 | WPG Advisers LLC | 826 | $208K | 0.2% | N/A | 0.000% | |
5/14/2025 | Wealth Preservation Advisors LLC | 1,198 | $302K | 0.2% | N/A | 0.000% | |
5/14/2025 | Transamerica Financial Advisors LLC | 13,407 | $3.38M | 0.3% | +2.8% | 0.005% | |
5/14/2025 | Paces Ferry Wealth Advisors LLC | 8,531 | $2.15M | 1.1% | +9.7% | 0.003% | |
5/14/2025 | CreativeOne Wealth LLC | 2,383 | $600K | 0.0% | -23.8% | 0.001% | |
5/14/2025 | Quadcap Wealth Management LLC | 6,170 | $1.55M | 0.2% | -11.2% | 0.002% | |
5/14/2025 | PKS Advisory Services LLC | 3,551 | $894K | 0.3% | +8.8% | 0.001% | |
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5/14/2025 | Comerica Bank | 70,771 | $17.82M | 0.1% | +9.3% | 0.026% | |
5/14/2025 | Synovus Financial Corp | 6,032 | $1.52M | 0.0% | +7.7% | 0.002% | |
5/14/2025 | Ally Invest Advisors Inc. | 11,447 | $2.88M | 0.2% | +10.4% | 0.004% | |
5/14/2025 | Smartleaf Asset Management LLC | 2,042 | $517K | 0.0% | +92.6% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 174,597 | $43.96M | 0.0% | +5.1% | 0.065% | |
5/14/2025 | Sax Wealth Advisors LLC | 881 | $222K | 0.0% | -17.6% | 0.000% | |
5/14/2025 | Strategies Wealth Advisors LLC | 140,039 | $35.26M | 4.3% | +5.4% | 0.052% | |
5/14/2025 | Kestra Advisory Services LLC | 70,325 | $17.71M | 0.1% | +35.8% | 0.026% | |
5/14/2025 | MAS Advisors LLC | 1,204 | $303K | 0.5% | -15.8% | 0.000% | |
5/14/2025 | 1832 Asset Management L.P. | 218,895 | $55.11M | 0.1% | +10.4% | 0.081% | |
5/14/2025 | Compound Planning Inc. | 43,930 | $11.06M | 0.5% | +660.4% | 0.016% | |
5/14/2025 | Ameriprise Financial Inc. | 415,080 | $104.39M | 0.0% | -10.0% | 0.155% | |
5/14/2025 | Bragg Financial Advisors Inc | 125,725 | $31.65M | 1.3% | +4.3% | 0.047% | |
5/14/2025 | CW Advisors LLC | 38,255 | $9.65M | 0.1% | +13.7% | 0.014% | |
5/14/2025 | Summit Financial LLC | 12,034 | $3.03M | 0.1% | +21.1% | 0.004% | |
5/14/2025 | PGIM Custom Harvest LLC | 1,483 | $373K | 0.0% | +7.6% | 0.001% | |
5/14/2025 | TFB Advisors LLC | 9,619 | $2.42M | 0.7% | -4.5% | 0.004% | |
5/14/2025 | Asset Management Group Inc. | 61,394 | $15.46M | 2.9% | -1.2% | 0.023% | |
5/14/2025 | Capital Analysts LLC | 4,312 | $1.09M | 0.0% | +200.7% | 0.002% | |
5/14/2025 | Tradition Wealth Management LLC | 7,629 | $1.92M | 0.2% | +1.7% | 0.003% | |
5/14/2025 | Hsbc Holdings PLC | 1,348 | $339K | 0.0% | -8.4% | 0.001% | |
5/14/2025 | Blue Investment Partners LLC | 23,020 | $5.80M | 2.2% | -0.6% | 0.009% | |
5/14/2025 | Fairscale Capital LLC | 540 | $136K | 0.1% | +9.8% | 0.000% | |
5/14/2025 | Fuller & Thaler Asset Management Inc. | 6,098 | $1.54M | 0.0% | -6.1% | 0.002% | |
5/14/2025 | Financial Advisors Network Inc. | 17,835 | $4.49M | 0.7% | +3.0% | 0.007% | |
5/14/2025 | RWA Wealth Partners LLC | 333,598 | $83.99M | 1.1% | +4.0% | 0.124% | |
5/13/2025 | Sand Hill Global Advisors LLC | 5,115 | $1.29M | 0.1% | +178.6% | 0.002% | |
5/13/2025 | SFI Advisors LLC | 3,520 | $886K | 0.7% | -57.8% | 0.001% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 319,278 | $80.39M | 1.9% | +0.4% | 0.119% | |
5/13/2025 | Freestone Capital Holdings LLC | 1,313 | $330K | 0.0% | +43.7% | 0.000% | |
5/13/2025 | Seek First Inc. | 13,228 | $3.33M | 3.0% | N/A | 0.005% | |
5/13/2025 | LWM Advisors Inc. | 942 | $242K | 0.3% | +16.7% | 0.000% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 41,370 | $10.42M | 0.1% | -5.2% | 0.015% | |
5/13/2025 | Raymond James Financial Inc. | 463,245 | $116.63M | 0.0% | -0.7% | 0.172% | |
5/13/2025 | Cresset Asset Management LLC | 90,397 | $22.76M | 0.1% | +2.1% | 0.034% | |
5/13/2025 | Wealthedge Investment Advisors LLC | 5,718 | $1.44M | 0.6% | -22.5% | 0.002% | |
5/13/2025 | Stephen J. Garry & Associates LLC | 15,753 | $3.97M | 3.7% | +3.0% | 0.006% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 6,623 | $1.67M | 0.0% | +260.9% | 0.002% | |
5/13/2025 | Ground Swell Capital LLC | 2,373 | $597K | 1.3% | N/A | 0.001% | |
5/13/2025 | Holderness Investments Co. | 14,992 | $3.78M | 0.9% | -0.9% | 0.006% | |
5/13/2025 | American Money Management LLC | 1,192 | $300K | 0.1% | -3.3% | 0.000% | |
5/13/2025 | NFP Retirement Inc. | 6,646 | $1.67M | 0.1% | -4.4% | 0.002% | |
5/13/2025 | MSH Capital Advisors LLC | 10,574 | $2.66M | 0.8% | +3.0% | 0.004% | |
5/13/2025 | Infinity Wealth Counsel LLC | 9,517 | $2.40M | 2.6% | +3.5% | 0.004% | |
5/13/2025 | HighTower Advisors LLC | 322,514 | $81.20M | 0.1% | +12.4% | 0.120% | |
5/12/2025 | Mustard Seed Financial LLC | 6,288 | $1.58M | 1.3% | +5.6% | 0.002% | |
5/12/2025 | Mainsail Asset Management LLC | 17,050 | $4.29M | 2.9% | +11.7% | 0.006% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 11,453 | $2.88M | 0.0% | -3.2% | 0.004% | |
5/12/2025 | WP Advisors LLC | 38,595 | $9.72M | 3.2% | -0.2% | 0.014% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,477 | $1.39M | 0.1% | -53.5% | 0.002% | |
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5/12/2025 | Houlihan Financial Resource Group Ltd. | 2,496 | $628K | 0.3% | -9.5% | 0.001% | |
5/12/2025 | Meridian Wealth Management LLC | 4,517 | $1.14M | 0.1% | -2.3% | 0.002% | |
5/12/2025 | First American Trust FSB | 31,807 | $8.01M | 0.7% | +675.6% | 0.012% | |
5/12/2025 | SouthState Corp | 182 | $46K | 0.0% | +97.8% | 0.000% | |
5/12/2025 | Covington Investment Advisors Inc. | 6,242 | $1.57M | 0.2% | +1.3% | 0.002% | |
5/12/2025 | Benjamin Edwards Inc. | 49,014 | $12.34M | 0.2% | -4.9% | 0.018% | |
5/12/2025 | Zions Bancorporation National Association UT | 1,314 | $331K | 0.0% | N/A | 0.000% | |
5/12/2025 | Townsquare Capital LLC | 21,975 | $5.53M | 0.1% | +37.1% | 0.008% | |
5/12/2025 | Summit Financial Strategies Inc. | 136,290 | $34.31M | 3.5% | -1.8% | 0.051% | |
5/12/2025 | Truepoint Inc. | 3,989 | $1.00M | 0.0% | -40.1% | 0.001% | |