7/3/2025 | Lam Group Inc. | 5,218 | $3.46M | 2.3% | -5.7% | 0.004% | |
7/3/2025 | Garde Capital Inc. | 4,335 | $2.88M | 0.2% | +10.1% | 0.003% | |
7/3/2025 | Collective Family Office LLC | 629 | $417K | 0.1% | +14.4% | 0.000% | |
7/2/2025 | HBW Advisory Services LLC | 1,873 | $1.24M | 0.2% | +38.6% | 0.001% | |
7/2/2025 | Crumly & Associates Inc. | 634 | $421K | 0.1% | N/A | 0.000% | |
7/2/2025 | Howard Financial Services LTD. | 416 | $276K | 0.0% | -27.8% | 0.000% | |
7/2/2025 | Marotta Asset Management | 50,684 | $33.62M | 6.7% | -11.1% | 0.036% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 12,283 | $8.15M | 0.6% | +1.2% | 0.009% | |
7/1/2025 | Legacy Wealth Management LLC MS | 888 | $589K | 0.2% | -50.4% | 0.001% | |
7/1/2025 | Park National Corp OH | 55,838 | $37.04M | 1.2% | -8.4% | 0.040% | |
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7/1/2025 | Private Client Services LLC | 848 | $563K | 0.2% | +7.1% | 0.001% | |
6/20/2025 | Real Talk Capital LLC | 543 | $295K | 0.4% | -11.1% | 0.000% | |
6/17/2025 | Howe & Rusling Inc. | 786 | $426K | 0.0% | -8.4% | 0.001% | |
6/13/2025 | Optima Capital LLC | 1,477 | $801K | 0.5% | -6.6% | 0.001% | |
6/3/2025 | Invst LLC | 10,535 | $5.71M | 0.8% | -18.7% | 0.007% | |
6/2/2025 | Modern Wealth Management LLC | 1,274 | $691K | 0.0% | +21.7% | 0.001% | |
5/29/2025 | Nova Wealth Management Inc. | 1,813 | $983K | 0.8% | -9.1% | 0.001% | |
5/28/2025 | Silicon Valley Capital Partners | 102,529 | $55.70M | 7.3% | +6.0% | 0.073% | |
5/27/2025 | Jacobi Capital Management LLC | 5,355 | $2.90M | 0.2% | +0.4% | 0.004% | |
5/27/2025 | Advisors Capital Management LLC | 13,367 | $7.25M | 0.1% | +2.3% | 0.010% | |
5/23/2025 | SWAN Capital LLC | 14,394 | $7.81M | 3.6% | +31.2% | 0.010% | |
5/22/2025 | BOS Asset Management LLC | 1,819 | $987K | 0.3% | -3.4% | 0.001% | |
5/21/2025 | MBL Wealth LLC | 3,271 | $1.77M | 0.2% | +1.3% | 0.002% | |
5/21/2025 | Beacon Capital Management Inc. | 66,020 | $35.81M | 1.8% | -75.4% | 0.047% | |
5/21/2025 | McAdam LLC | 5,357 | $2.91M | 0.2% | -15.2% | 0.004% | |
5/21/2025 | Geneos Wealth Management Inc. | 3,608 | $1.96M | 0.1% | -2.1% | 0.003% | |
5/20/2025 | Fortis Capital Advisors LLC | 1,699 | $922K | 0.2% | +115.3% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 16,392 | $8.89M | 0.5% | +11.6% | 0.012% | |
5/20/2025 | Focus Partners Wealth | 34,856 | $18.91M | 0.0% | +18.0% | 0.025% | |
5/20/2025 | Strive Asset Management LLC | 1,811 | $982K | 0.7% | N/A | 0.001% | |
5/20/2025 | Integrity Alliance LLC. | 3,458 | $1.88M | 0.1% | N/A | 0.002% | |
5/20/2025 | Anchor Investment Management LLC | 28,837 | $15.64M | 1.5% | +1.4% | 0.021% | |
5/20/2025 | Aspen Investment Management Inc | 908 | $492K | 0.2% | N/A | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 1,982 | $1.08M | 0.0% | +17.0% | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 33,324 | $18.07M | 0.2% | +39.1% | 0.024% | |
5/19/2025 | Smith Asset Management Co. LLC | 2,790 | $1.51M | 1.4% | N/A | 0.002% | |
5/16/2025 | Prostatis Group LLC | 441 | $239K | 0.1% | -58.2% | 0.000% | |
5/16/2025 | Stuart Chaussee & Associates Inc. | 63,045 | $34.19M | 8.5% | -4.7% | 0.045% | |
5/16/2025 | Northeast Financial Consultants Inc | 1,591 | $863K | 0.0% | -9.4% | 0.001% | |
5/16/2025 | Ascent Group LLC | 4,692 | $2.55M | 0.1% | +13.4% | 0.003% | |
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5/16/2025 | Arete Wealth Advisors LLC | 1,458 | $791K | 0.1% | -17.6% | 0.001% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 1,107 | $600K | 0.3% | -3.7% | 0.001% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 10,137 | $5.50M | 0.1% | +8.0% | 0.007% | |
5/16/2025 | Goldman Sachs Group Inc. | 112,999 | $61.29M | 0.0% | +0.3% | 0.080% | |
5/16/2025 | Jones Financial Companies Lllp | 88,334 | $47.91M | 0.0% | +210.4% | 0.063% | |
5/16/2025 | Sepio Capital LP | 956 | $519K | 0.0% | +24.8% | 0.001% | |
5/16/2025 | Sheridan Capital Management LLC | 10,321 | $5.60M | 4.1% | -3.0% | 0.007% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 9,609 | $5.21M | 1.3% | -4.9% | 0.007% | |
5/16/2025 | Redwood Financial Network Corp | 2,853 | $1.55M | 1.2% | -3.6% | 0.002% | |
5/16/2025 | Rise Advisors LLC | 396 | $215K | 0.1% | +72.2% | 0.000% | |
5/16/2025 | Plancorp LLC | 1,868 | $1.01M | 0.0% | +27.7% | 0.001% | |
5/16/2025 | National Wealth Management Group LLC | 4,083 | $2.22M | 1.5% | +0.4% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 18,565 | $10.07M | 0.1% | -3.2% | 0.013% | |
5/16/2025 | Integrated Wealth Concepts LLC | 25,966 | $14.08M | 0.2% | -1.3% | 0.018% | |
5/16/2025 | Clark Capital Management Group Inc. | 1,204 | $653K | 0.0% | -4.0% | 0.001% | |
5/16/2025 | Clifford Group LLC | 6,106 | $3.31M | 3.1% | +2.6% | 0.004% | |
5/16/2025 | Curi RMB Capital LLC | 20,931 | $11.35M | 0.3% | -10.0% | 0.015% | |
5/16/2025 | Belmont Capital LLC | 1,080 | $586K | 0.1% | N/A | 0.001% | |
5/16/2025 | Banque Transatlantique SA | 2,542 | $1.28M | 0.0% | N/A | 0.002% | |
5/16/2025 | AQR Capital Management LLC | 4,147 | $2.25M | 0.0% | +80.9% | 0.003% | |
5/16/2025 | Ancora Advisors LLC | 1,146 | $621K | 0.0% | +2.7% | 0.001% | |
5/16/2025 | Aprio Wealth Management LLC | 485 | $263K | 0.0% | +18.9% | 0.000% | |
5/15/2025 | Paragon Private Wealth Management LLC | 1,034 | $561K | 0.3% | -4.2% | 0.001% | |
5/15/2025 | Family Office Research LLC | 1,048 | $568K | 0.3% | +96.6% | 0.001% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 10,734 | $5.82M | 0.0% | +104.8% | 0.008% | |
5/15/2025 | EP Wealth Advisors LLC | 11,645 | $6.32M | 0.1% | +0.4% | 0.008% | |
5/15/2025 | First Manhattan CO. LLC. | 848 | $460K | 0.0% | -12.1% | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 5,294 | $2.87M | 0.0% | +18.2% | 0.004% | |
5/15/2025 | Flputnam Investment Management Co. | 13,009 | $7.06M | 0.1% | +49.6% | 0.009% | |
5/15/2025 | Royal Bank of Canada | 702,605 | $381.08M | 0.1% | -4.4% | 0.500% | |
5/15/2025 | Cura Wealth Advisors LLC | 588 | $319K | 0.1% | +64.2% | 0.000% | |
5/15/2025 | MAI Capital Management | 77,332 | $41.94M | 0.3% | -2.4% | 0.055% | |
5/15/2025 | Calton & Associates Inc. | 696 | $378K | 0.1% | +5.8% | 0.000% | |
5/15/2025 | FRG Family Wealth Advisors LLC | 4,792 | $2.60M | 0.5% | -6.7% | 0.003% | |
5/15/2025 | Connecticut Wealth Management LLC | 438 | $238K | 0.0% | N/A | 0.000% | |
5/15/2025 | Certior Financial Group LLC | 4,654 | $2.52M | 2.0% | +37.3% | 0.003% | |
5/15/2025 | Titleist Asset Management LLC | 12,863 | $6.98M | 0.8% | +20.7% | 0.009% | |
5/15/2025 | Baird Financial Group Inc. | 34,289 | $18.60M | 0.0% | -11.4% | 0.024% | |
5/15/2025 | Evergreen Capital Management LLC | 14,948 | $8.11M | 0.3% | -2.6% | 0.011% | |
5/15/2025 | Trexquant Investment LP | 764 | $414K | 0.0% | -11.9% | 0.001% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 1,625 | $882K | 0.0% | +55.2% | 0.001% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 1,183 | $642K | 0.1% | -5.1% | 0.001% | |
5/14/2025 | CreativeOne Wealth LLC | 8,642 | $4.69M | 0.1% | +1.4% | 0.006% | |
5/14/2025 | Ieq Capital LLC | 47,632 | $25.84M | 0.2% | +28.5% | 0.034% | |
5/14/2025 | Entrewealth LLC | 2,674 | $1.45M | 1.1% | +14.6% | 0.002% | |
5/14/2025 | PKS Advisory Services LLC | 1,080 | $581K | 0.2% | +21.2% | 0.001% | |
5/14/2025 | Full Sail Capital LLC | 59,052 | $32.03M | 2.1% | +7.4% | 0.042% | |
5/14/2025 | Tandem Wealth Advisors LLC | 4,747 | $2.58M | 1.3% | -54.6% | 0.003% | |
5/14/2025 | Comerica Bank | 74,921 | $40.64M | 0.2% | -3.7% | 0.053% | |
5/14/2025 | Synovus Financial Corp | 12,544 | $6.80M | 0.1% | -6.3% | 0.009% | |
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5/14/2025 | Oak Harvest Investment Services | 7,424 | $4.03M | 0.6% | +7.7% | 0.005% | |
5/14/2025 | Quantitative Investment Management LLC | 4,654 | $2.52M | 0.2% | N/A | 0.003% | |
5/14/2025 | Oliver Luxxe Assets LLC | 11,496 | $6.24M | 1.2% | -0.8% | 0.008% | |
5/14/2025 | SVB Wealth LLC | 1,636 | $887K | 0.0% | +3.3% | 0.001% | |
5/14/2025 | Caitlin John LLC | 787 | $427K | 0.4% | -3.3% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 623,405 | $338.12M | 0.3% | +8.9% | 0.444% | |
5/14/2025 | Haverford Trust Co | 13,576 | $7.36M | 0.1% | +3.9% | 0.010% | |
5/14/2025 | Trinity Legacy Partners LLC | 8,608 | $4.67M | 1.2% | +14.8% | 0.006% | |
5/14/2025 | Douglass Winthrop Advisors LLC | 3,445 | $1.87M | 0.0% | -2.9% | 0.002% | |
5/14/2025 | Strategies Wealth Advisors LLC | 1,670 | $906K | 0.1% | -7.3% | 0.001% | |