5/21/2025 | McAdam LLC | 1,038 | $347K | 0.0% | -35.9% | 0.002% | |
5/21/2025 | Geneos Wealth Management Inc. | 848 | $284K | 0.0% | -36.8% | 0.002% | |
5/20/2025 | Belpointe Asset Management LLC | 2,418 | $809K | 0.0% | +21.1% | 0.006% | |
5/20/2025 | Fortis Capital Advisors LLC | 1,312 | $439K | 0.1% | +90.4% | 0.003% | |
5/20/2025 | Focus Partners Wealth | 126,265 | $42.23M | 0.1% | +2.7% | 0.288% | |
5/20/2025 | Integrity Alliance LLC. | 3,424 | $1.15M | 0.0% | N/A | 0.008% | |
5/20/2025 | Ransom Advisory Ltd | 226 | $76K | 0.0% | N/A | 0.001% | |
5/20/2025 | Anchor Investment Management LLC | 149 | $50K | 0.0% | +645.0% | 0.000% | |
5/16/2025 | Arete Wealth Advisors LLC | 1,134 | $379K | 0.0% | +8.1% | 0.003% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 2,014 | $674K | 0.0% | +18.3% | 0.005% | |
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5/16/2025 | Goldman Sachs Group Inc. | 70,122 | $23.45M | 0.0% | +5.4% | 0.160% | |
5/16/2025 | Jones Financial Companies Lllp | 262,089 | $87.66M | 0.1% | +1,276.7% | 0.599% | |
5/16/2025 | NewEdge Advisors LLC | 15,584 | $5.21M | 0.0% | +0.4% | 0.036% | |
5/16/2025 | Integrated Wealth Concepts LLC | 3,759 | $1.26M | 0.0% | +4.0% | 0.009% | |
5/16/2025 | AQR Capital Management LLC | 1,061 | $355K | 0.0% | N/A | 0.002% | |
5/16/2025 | 1 North Wealth Services LLC | 95 | $32K | 0.0% | N/A | 0.000% | |
5/15/2025 | GW Henssler & Associates Ltd. | 1,034 | $346K | 0.0% | -5.3% | 0.002% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 2,071 | $693K | 0.0% | +14.5% | 0.005% | |
5/15/2025 | Royal Bank of Canada | 74,759 | $25.01M | 0.0% | -6.9% | 0.171% | |
5/15/2025 | Betterment LLC | 32,945 | $11.02M | 0.0% | +52.6% | 0.075% | |
5/15/2025 | Calton & Associates Inc. | 1,164 | $389K | 0.1% | +50.2% | 0.003% | |
5/15/2025 | Connecticut Wealth Management LLC | 65,759 | $22.00M | 1.2% | N/A | 0.150% | |
5/15/2025 | Baird Financial Group Inc. | 5,635 | $1.89M | 0.0% | +0.5% | 0.013% | |
5/15/2025 | Vident Advisory LLC | 908 | $304K | 0.0% | -49.3% | 0.002% | |
5/15/2025 | JDM Financial Group LLC | 146 | $49K | 0.0% | -43.0% | 0.000% | |
5/15/2025 | Trexquant Investment LP | 890 | $298K | 0.0% | +57.8% | 0.002% | |
5/15/2025 | Northstar Financial Companies Inc. | 11,650 | $3.90M | 4.2% | -5.6% | 0.027% | |
5/14/2025 | Luminist Capital LLC | 100 | $34K | 0.0% | +1,900.0% | 0.000% | |
5/14/2025 | Comerica Bank | 13,050 | $4.37M | 0.0% | +5.5% | 0.030% | |
5/14/2025 | Synovus Financial Corp | 1,949 | $652K | 0.0% | -7.3% | 0.004% | |
5/14/2025 | Cadence Bank | 3,630 | $1.21M | 0.1% | +7.8% | 0.008% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 38,129 | $12.75M | 0.0% | +3.1% | 0.087% | |
5/14/2025 | Sax Wealth Advisors LLC | 2,286 | $765K | 0.1% | +12.8% | 0.005% | |
5/14/2025 | Strategies Wealth Advisors LLC | 22,110 | $7.40M | 0.9% | -0.7% | 0.051% | |
5/14/2025 | Kestra Advisory Services LLC | 61,435 | $20.55M | 0.1% | +170.7% | 0.140% | |
5/14/2025 | Compound Planning Inc. | 1,686 | $564K | 0.0% | +7.0% | 0.004% | |
5/14/2025 | Ameriprise Financial Inc. | 350,807 | $117.60M | 0.0% | +1.4% | 0.801% | |
5/14/2025 | Guidance Point Advisors LLC | 1,186 | $397K | 0.1% | +7.6% | 0.003% | |
5/14/2025 | Accredited Wealth Management LLC | 303 | $101K | 0.1% | +16.1% | 0.001% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 10,054 | $3.36M | 0.2% | -3.6% | 0.023% | |
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5/14/2025 | Aspire Growth Partners LLC | 2,349 | $802K | 0.7% | -2.4% | 0.005% | |
5/14/2025 | GM Advisory Group LLC | 13,923 | $4.66M | 0.3% | -0.8% | 0.032% | |
5/14/2025 | Arista Wealth Management LLC | 177,251 | $59.29M | 14.4% | +4.9% | 0.405% | |
5/14/2025 | CWS Financial Advisors LLC | 2,166 | $724K | 0.2% | +2.1% | 0.005% | |
5/14/2025 | Fairscale Capital LLC | 1,482 | $496K | 0.4% | +3.5% | 0.003% | |
5/13/2025 | Raymond James Financial Inc. | 109,814 | $36.73M | 0.0% | +6.0% | 0.251% | |
5/13/2025 | Philadelphia Trust Co. | 7,842 | $2.62M | 0.2% | -11.3% | 0.018% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 636 | $213K | 0.0% | N/A | 0.001% | |
5/13/2025 | Holderness Investments Co. | 1,391 | $465K | 0.1% | +21.5% | 0.003% | |
5/13/2025 | NFP Retirement Inc. | 639 | $214K | 0.0% | N/A | 0.001% | |
5/13/2025 | Russell Investments Group Ltd. | 223 | $75K | 0.0% | +696.4% | 0.001% | |
5/13/2025 | Prudential PLC | 3,383 | $1.13M | 0.0% | -28.2% | 0.008% | |
5/13/2025 | HighTower Advisors LLC | 95,415 | $31.91M | 0.0% | -2.4% | 0.218% | |
5/12/2025 | Maia Wealth LLC | 2,005 | $658K | 0.1% | +26.3% | 0.005% | |
5/12/2025 | Independent Advisor Alliance | 1,759 | $588K | 0.0% | -24.2% | 0.004% | |
5/12/2025 | SouthState Corp | 578 | $193K | 0.0% | N/A | 0.001% | |
5/12/2025 | Northeast Financial Group Inc. | 910 | $304K | 0.1% | -16.5% | 0.002% | |
5/12/2025 | JPMorgan Chase & Co. | 2,347,476 | $785.18M | 0.1% | -3.5% | 5.363% | |
5/12/2025 | Townsquare Capital LLC | 2,722 | $910K | 0.0% | +2.3% | 0.006% | |
5/12/2025 | AlphaCore Capital LLC | 514 | $172K | 0.0% | N/A | 0.001% | |
5/12/2025 | Flagship Wealth Advisors LLC | 8,387 | $2.81M | 1.2% | +2,067.2% | 0.019% | |
5/9/2025 | R. W. Roge & Company Inc. | 11,585 | $3.87M | 2.1% | -3.6% | 0.026% | |
5/9/2025 | Headlands Technologies LLC | 500 | $167K | 0.0% | N/A | 0.001% | |
5/9/2025 | Wealthspire Advisors LLC | 19,756 | $6.61M | 0.0% | +102.7% | 0.045% | |
5/9/2025 | Atria Wealth Solutions Inc. | 16,185 | $5.41M | 0.1% | -56.8% | 0.037% | |
5/9/2025 | Empower Advisory Group LLC | 1,310 | $438K | 0.0% | -2.7% | 0.003% | |
5/9/2025 | Cary Street Partners Financial LLC | 1,668 | $558K | 0.0% | -4.4% | 0.004% | |
5/9/2025 | MWA Asset Management | 1,158 | $387K | 0.3% | +6.8% | 0.003% | |
5/9/2025 | Commonwealth Equity Services LLC | 74,246 | $24.83M | 0.0% | -1.6% | 0.170% | |
5/9/2025 | Liberty Wealth Management LLC | 72,625 | $26K | 0.0% | +11,073.1% | 0.166% | |
5/9/2025 | PNC Financial Services Group Inc. | 5,421 | $1.81M | 0.0% | +68.7% | 0.012% | |
5/8/2025 | TIAA Trust National Association | 3,675 | $1.23M | 0.0% | -1.3% | 0.008% | |
5/8/2025 | Commerce Bank | 1,867 | $624K | 0.0% | +17.9% | 0.004% | |
5/8/2025 | US Bancorp DE | 17,029 | $5.70M | 0.0% | +7.1% | 0.039% | |
5/8/2025 | Nicolet Advisory Services LLC | 652 | $209K | 0.0% | -27.2% | 0.001% | |
5/8/2025 | Pasadena Private Wealth LLC | 1,025 | $343K | 0.1% | N/A | 0.002% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 653 | $218K | 0.0% | N/A | 0.001% | |
5/8/2025 | Harbour Investments Inc. | 829 | $277K | 0.0% | +27.9% | 0.002% | |
5/8/2025 | MGO One Seven LLC | 10,366 | $3.47M | 0.1% | +1.6% | 0.024% | |
5/8/2025 | Sound View Wealth Advisors Group LLC | 3,400 | $1.14M | 0.1% | +102.7% | 0.008% | |
5/8/2025 | Grantvest Financial Group LLC | 3,307 | $1.11M | 0.9% | -1.2% | 0.008% | |
5/8/2025 | NorthRock Partners LLC | 680 | $227K | 0.0% | N/A | 0.002% | |
5/8/2025 | Mesirow Financial Investment Management Inc. | 12,147 | $4.06M | 0.1% | +18.8% | 0.028% | |
5/8/2025 | Cozad Asset Management Inc. | 19,713 | $6.59M | 0.7% | -2.9% | 0.045% | |
5/7/2025 | Evermay Wealth Management LLC | 480 | $161K | 0.0% | -13.4% | 0.001% | |
5/7/2025 | Maridea Wealth Management LLC | 748 | $250K | 0.1% | +17.4% | 0.002% | |
5/7/2025 | LPL Financial LLC | 495,030 | $165.58M | 0.1% | -3.4% | 1.131% | |
5/7/2025 | Anson Capital Inc. | 12,709 | $4.25M | 3.7% | -40.0% | 0.029% | |
5/7/2025 | Cornerstone Advisory LLC | 61,720 | $21.40M | 2.5% | -1.0% | 0.141% | |
5/7/2025 | Security Financial Services INC. | 1,873 | $626K | 0.1% | +9.8% | 0.004% | |
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5/7/2025 | HB Wealth Management LLC | 1,061 | $355K | 0.0% | N/A | 0.002% | |
5/6/2025 | Assetmark Inc. | 1,212 | $405K | 0.0% | +110.8% | 0.003% | |
5/6/2025 | Cetera Investment Advisers | 53,510 | $17.90M | 0.0% | -29.1% | 0.122% | |
5/6/2025 | Avantax Advisory Services Inc. | 9,499 | $3.18M | 0.0% | +34.9% | 0.022% | |
5/6/2025 | Brookwood Investment Group LLC | 1,393 | $466K | 0.1% | N/A | 0.003% | |
5/6/2025 | Principle Wealth Partners LLC | 53,815 | $18M | 1.3% | +3.3% | 0.123% | |
5/6/2025 | Birchcreek Wealth Management LLC | 1,487 | $497K | 0.3% | +14.5% | 0.003% | |
5/6/2025 | AE Wealth Management LLC | 4,028 | $1.35M | 0.0% | -44.9% | 0.009% | |
5/6/2025 | VSM Wealth Advisory LLC | 196 | $66K | 0.0% | -20.3% | 0.000% | |
5/6/2025 | PFG Advisors | 3,154 | $1.06M | 0.1% | -7.3% | 0.007% | |