6/17/2025 | Howe & Rusling Inc. | 1,394 | $270K | 0.0% | N/A | 0.000% | |
6/16/2025 | Maple Capital Management Inc. | 5,022 | $974K | 0.1% | +1.2% | 0.001% | |
6/16/2025 | Peterson Wealth Management | 38,917 | $7.55M | 5.1% | -26.9% | 0.009% | |
6/13/2025 | Optima Capital LLC | 14,019 | $2.72M | 1.7% | +9.4% | 0.003% | |
6/10/2025 | Compass Financial Services Inc | 7,440 | $1.44M | 0.8% | -1.8% | 0.002% | |
6/6/2025 | Blue Oak Capital LLC | 3,283 | $637K | 0.4% | -4.3% | 0.001% | |
6/3/2025 | Invst LLC | 5,263 | $1.02M | 0.1% | -4.1% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 48,176 | $9.35M | 0.3% | +77.3% | 0.011% | |
5/29/2025 | Plum Street Advisors LLC | 1,631 | $316K | 0.2% | +48.8% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 1,096,198 | $210.44M | 0.2% | +27.4% | 0.243% | |
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5/28/2025 | GK Wealth Management LLC | 7,577 | $1.47M | 1.7% | +60.3% | 0.002% | |
5/28/2025 | Ellsworth Advisors LLC | 3,138 | $609K | 0.2% | -14.4% | 0.001% | |
5/28/2025 | Intrua Financial LLC | 1,568 | $304K | 0.0% | -45.6% | 0.000% | |
5/28/2025 | Turn8 Private Wealth Inc. | 8,418 | $1.65M | 1.3% | -11.7% | 0.002% | |
5/27/2025 | Jacobi Capital Management LLC | 14,821 | $2.88M | 0.2% | +15.5% | 0.003% | |
5/27/2025 | Advisors Capital Management LLC | 14,352 | $2.78M | 0.0% | +8.3% | 0.003% | |
5/23/2025 | SWAN Capital LLC | 66,434 | $12.89M | 6.0% | -3.6% | 0.015% | |
5/23/2025 | Strategic Financial Services Inc. | 5,467 | $1.06M | 0.1% | -12.6% | 0.001% | |
5/23/2025 | Twin Lakes Capital Management LLC | 164 | $32K | 0.0% | -68.0% | 0.000% | |
5/22/2025 | Rollins Financial Advisors LLC | 3,126 | $606K | 0.1% | +2.4% | 0.001% | |
5/22/2025 | BOS Asset Management LLC | 8,745 | $1.70M | 0.6% | -5.3% | 0.002% | |
5/21/2025 | Westbourne Investments Inc. | 3,383 | $656K | 0.4% | +8.6% | 0.001% | |
5/21/2025 | McAdam LLC | 4,270 | $828K | 0.1% | -14.2% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 15,084 | $2.93M | 0.1% | +8.0% | 0.003% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 17,714 | $3.44M | 0.6% | -2.2% | 0.004% | |
5/20/2025 | Fortis Capital Advisors LLC | 6,845 | $1.33M | 0.3% | +10.1% | 0.002% | |
5/20/2025 | Belpointe Asset Management LLC | 11,252 | $2.18M | 0.1% | -13.5% | 0.002% | |
5/20/2025 | Focus Partners Wealth | 594,936 | $115.41M | 0.3% | +15.0% | 0.132% | |
5/20/2025 | Flaharty Asset Management LLC | 198 | $38K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 75,902 | $14.72M | 0.6% | +95.7% | 0.017% | |
5/19/2025 | SageView Advisory Group LLC | 7,514 | $1.46M | 0.1% | +1.3% | 0.002% | |
5/19/2025 | Advisory Alpha LLC | 142,524 | $27.65M | 0.9% | +2.4% | 0.032% | |
5/19/2025 | SCS Capital Management LLC | 125,685 | $24.38M | 0.3% | N/A | 0.028% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 694,758 | $134.78M | 0.0% | N/A | 0.154% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 15,919 | $3.09M | 2.3% | +0.9% | 0.004% | |
5/16/2025 | Empowered Funds LLC | 29,143 | $5.65M | 0.1% | +912.3% | 0.006% | |
5/16/2025 | Logan Capital Management Inc. | 7,327 | $1.42M | 0.1% | -2.5% | 0.002% | |
5/16/2025 | Northeast Financial Consultants Inc | 638,946 | $123.95M | 5.5% | -4.6% | 0.141% | |
5/16/2025 | Ascent Group LLC | 9,475 | $1.84M | 0.1% | +309.3% | 0.002% | |
5/16/2025 | Coppell Advisory Solutions LLC | 5,526 | $1.05M | 0.1% | +1.8% | 0.001% | |
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5/16/2025 | United Services Automobile Association | 11,222 | $2.18M | 0.1% | -8.1% | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 29,064 | $5.64M | 0.4% | -22.9% | 0.006% | |
5/16/2025 | Bell Investment Advisors Inc | 19,309 | $3.75M | 0.7% | +2.5% | 0.004% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 63,972 | $12.41M | 0.3% | +14.6% | 0.014% | |
5/16/2025 | Everstar Asset Management LLC | 32,140 | $6.24M | 1.2% | N/A | 0.007% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 15,685 | $3.04M | 0.1% | +36.3% | 0.003% | |
5/16/2025 | Goldman Sachs Group Inc. | 723,499 | $140.35M | 0.0% | -4.9% | 0.161% | |
5/16/2025 | Kestra Investment Management LLC | 1,126 | $218K | 0.0% | N/A | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 433,583 | $83.09M | 0.1% | -49.6% | 0.096% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 36,280 | $7.04M | 1.8% | -3.1% | 0.008% | |
5/16/2025 | Rise Advisors LLC | 2,774 | $538K | 0.2% | +17.8% | 0.001% | |
5/16/2025 | Plancorp LLC | 1,726 | $335K | 0.0% | -40.1% | 0.000% | |
5/16/2025 | Plotkin Financial Advisors LLC | 40,693 | $7.89M | 4.9% | +0.9% | 0.009% | |
5/16/2025 | National Wealth Management Group LLC | 4,310 | $836K | 0.5% | -23.7% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 317,146 | $61.52M | 0.4% | -0.9% | 0.070% | |
5/16/2025 | Integrated Wealth Concepts LLC | 42,411 | $8.23M | 0.1% | -6.1% | 0.009% | |
5/16/2025 | KDT Advisors LLC | 9,940 | $1.93M | 2.8% | +14.3% | 0.002% | |
5/16/2025 | Greenline Partners LLC | 1,624 | $315K | 0.0% | N/A | 0.000% | |
5/16/2025 | Hancock Whitney Corp | 1,355 | $263K | 0.0% | N/A | 0.000% | |
5/16/2025 | Clark Capital Management Group Inc. | 1,073 | $208K | 0.0% | -45.1% | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 63,298 | $12.28M | 0.3% | -20.2% | 0.014% | |
5/16/2025 | AQR Capital Management LLC | 75,828 | $14.71M | 0.0% | +38.7% | 0.017% | |
5/16/2025 | AlTi Global Inc. | 3,201 | $621K | 0.0% | -9.0% | 0.001% | |
5/16/2025 | Alexis Investment Partners LLC | 40,179 | $7.73M | 3.7% | +2.3% | 0.009% | |
5/16/2025 | Almitas Capital LLC | 10,314 | $2.00M | 0.7% | +97.8% | 0.002% | |
5/16/2025 | Ancora Advisors LLC | 63,934 | $12.40M | 0.3% | +7.2% | 0.014% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 12,341 | $2.39M | 0.0% | -40.0% | 0.003% | |
5/15/2025 | EP Wealth Advisors LLC | 141,540 | $27.46M | 0.2% | +14.9% | 0.031% | |
5/15/2025 | LGL Partners LLC | 15,709 | $3.05M | 1.5% | -24.0% | 0.003% | |
5/15/2025 | GW Henssler & Associates Ltd. | 40,971 | $7.95M | 0.4% | +18.6% | 0.009% | |
5/15/2025 | Core Wealth Advisors Inc. | 5,210 | $1.01M | 0.3% | +20.7% | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 71,678 | $13.91M | 0.2% | +3.0% | 0.016% | |
5/15/2025 | Flputnam Investment Management Co. | 60,645 | $11.76M | 0.2% | +0.4% | 0.013% | |
5/15/2025 | Royal Bank of Canada | 3,739,419 | $725.41M | 0.2% | +1.1% | 0.827% | |
5/15/2025 | Betterment LLC | 133,117 | $25.82M | 0.1% | +6.9% | 0.029% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 7,224 | $1.40M | 0.5% | N/A | 0.002% | |
5/15/2025 | Cura Wealth Advisors LLC | 1,785 | $346K | 0.1% | +50.8% | 0.000% | |
5/15/2025 | MAI Capital Management | 931,754 | $180.75M | 1.4% | +0.3% | 0.206% | |
5/15/2025 | Calton & Associates Inc. | 4,624 | $897K | 0.2% | N/A | 0.001% | |
5/15/2025 | FRG Family Wealth Advisors LLC | 72,529 | $14.07M | 2.7% | -1.5% | 0.016% | |
5/15/2025 | Second Line Capital LLC | 3,158 | $613K | 0.2% | +12.7% | 0.001% | |
5/15/2025 | Connecticut Wealth Management LLC | 196,589 | $38.14M | 2.0% | +0.2% | 0.043% | |
5/15/2025 | Certior Financial Group LLC | 1,645 | $319K | 0.3% | -87.8% | 0.000% | |
5/15/2025 | Titleist Asset Management LLC | 29,419 | $5.71M | 0.7% | +48.8% | 0.007% | |
5/15/2025 | Baird Financial Group Inc. | 609,741 | $118.28M | 0.2% | -7.5% | 0.135% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 1,549 | $301K | 0.0% | +34.5% | 0.000% | |
5/15/2025 | Vident Advisory LLC | 8,044 | $1.56M | 0.0% | -17.9% | 0.002% | |
5/15/2025 | Evergreen Capital Management LLC | 66,722 | $12.94M | 0.4% | -2.2% | 0.015% | |
5/15/2025 | The Manufacturers Life Insurance Company | 975,758 | $189.29M | 0.2% | +2.0% | 0.216% | |
5/15/2025 | Safe Harbor Fiduciary LLC | 162 | $31K | 0.0% | N/A | 0.000% | |
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5/15/2025 | WPG Advisers LLC | 280 | $54K | 0.1% | N/A | 0.000% | |
5/15/2025 | TD Capital Management LLC | 193,806 | $37.60M | 3.8% | -0.1% | 0.043% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 10,651 | $2.07M | 0.1% | +3.0% | 0.002% | |
5/15/2025 | Hanover Advisors Inc. | 87,614 | $17.00M | 7.4% | -2.5% | 0.019% | |
5/15/2025 | Clarity Asset Management Inc. | 294 | $57K | 0.0% | +332.4% | 0.000% | |
5/14/2025 | Truvestments Capital LLC | 520 | $101K | 0.0% | N/A | 0.000% | |
5/14/2025 | KilterHowling LLC | 126,165 | $24.31M | 15.7% | +2.7% | 0.028% | |
5/14/2025 | Transamerica Financial Advisors LLC | 17,716 | $3.44M | 0.4% | +4.7% | 0.004% | |
5/14/2025 | Delta Investment Management LLC | 2,312 | $449K | 0.1% | +36.2% | 0.001% | |
5/14/2025 | Note Advisors LLC | 6,995 | $1.36M | 1.1% | +16.0% | 0.002% | |