5/21/2025 | McAdam LLC | 181,127 | $44.31M | 2.7% | -1.9% | 0.303% | |
5/21/2025 | Geneos Wealth Management Inc. | 5,696 | $1.39M | 0.0% | +9.7% | 0.010% | |
5/20/2025 | Tenret Co LLC | 21,155 | $5.18M | 3.1% | +3.5% | 0.035% | |
5/20/2025 | Fortis Capital Advisors LLC | 7,821 | $1.91M | 0.4% | +132.8% | 0.013% | |
5/20/2025 | Belpointe Asset Management LLC | 10,760 | $2.63M | 0.1% | +111.9% | 0.018% | |
5/20/2025 | Focus Partners Wealth | 30,665 | $7.50M | 0.0% | -0.1% | 0.051% | |
5/20/2025 | Integrity Alliance LLC. | 28,166 | $6.89M | 0.3% | N/A | 0.047% | |
5/20/2025 | Anchor Investment Management LLC | 1,966 | $481K | 0.0% | +4.8% | 0.003% | |
5/20/2025 | Glenview Trust co | 69,103 | $16.91M | 0.3% | +9.1% | 0.115% | |
5/19/2025 | SageView Advisory Group LLC | 17,946 | $4.39M | 0.2% | -3.7% | 0.030% | |
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5/19/2025 | Advisory Alpha LLC | 41,439 | $10.14M | 0.3% | -7.7% | 0.069% | |
5/19/2025 | Smith Asset Management Co. LLC | 1,069 | $262K | 0.2% | N/A | 0.002% | |
5/16/2025 | Logan Capital Management Inc. | 138 | $34K | 0.0% | -52.9% | 0.000% | |
5/16/2025 | Ascent Group LLC | 47,897 | $11.72M | 0.5% | +1.8% | 0.080% | |
5/16/2025 | Arete Wealth Advisors LLC | 2,586 | $633K | 0.0% | +19.6% | 0.004% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 6,274 | $1.54M | 0.0% | -21.8% | 0.010% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 16,211 | $3.97M | 0.2% | +0.6% | 0.027% | |
5/16/2025 | Goldman Sachs Group Inc. | 30,823 | $7.54M | 0.0% | +10.6% | 0.052% | |
5/16/2025 | Jones Financial Companies Lllp | 619,788 | $148.99M | 0.1% | -11.4% | 1.036% | |
5/16/2025 | Talon Private Wealth LLC | 8,136 | $1.99M | 0.3% | +21.7% | 0.014% | |
5/16/2025 | NewEdge Advisors LLC | 124,678 | $30.50M | 0.2% | -6.5% | 0.208% | |
5/16/2025 | Integrated Wealth Concepts LLC | 15,842 | $3.88M | 0.0% | +4.2% | 0.026% | |
5/16/2025 | AQR Capital Management LLC | 1,619 | $396K | 0.0% | N/A | 0.003% | |
5/16/2025 | Aprio Wealth Management LLC | 54,327 | $13.29M | 1.7% | +23.2% | 0.091% | |
5/15/2025 | EP Wealth Advisors LLC | 1,061,830 | $259.77M | 2.1% | +13.4% | 1.774% | |
5/15/2025 | First Manhattan CO. LLC. | 3,061 | $749K | 0.0% | +1.7% | 0.005% | |
5/15/2025 | Capital Investment Counsel LLC | 24,998 | $6.12M | 1.0% | N/A | 0.042% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 10,242 | $2.51M | 0.0% | +1.0% | 0.017% | |
5/15/2025 | Ameriflex Group Inc. | 5,613 | $1.37M | 0.6% | +13.2% | 0.009% | |
5/15/2025 | Flputnam Investment Management Co. | 2,126 | $520K | 0.0% | -11.7% | 0.004% | |
5/15/2025 | Royal Bank of Canada | 3,031,495 | $741.62M | 0.2% | +5.5% | 5.066% | |
5/15/2025 | Betterment LLC | 79,768 | $19.51M | 0.0% | +3.9% | 0.133% | |
5/15/2025 | MAI Capital Management | 72,666 | $17.78M | 0.1% | +3.7% | 0.121% | |
5/15/2025 | Calton & Associates Inc. | 961 | $235K | 0.1% | N/A | 0.002% | |
5/15/2025 | Connecticut Wealth Management LLC | 39,452 | $9.65M | 0.5% | -94.9% | 0.066% | |
5/15/2025 | Titleist Asset Management LLC | 16,238 | $3.97M | 0.5% | +2.9% | 0.027% | |
5/15/2025 | Baird Financial Group Inc. | 82,042 | $20.07M | 0.0% | +8.0% | 0.137% | |
5/15/2025 | BNP Paribas Financial Markets | 157,364 | $38.50M | 0.0% | -4.2% | 0.263% | |
5/14/2025 | Wealth Preservation Advisors LLC | 2,962 | $725K | 0.5% | N/A | 0.005% | |
5/14/2025 | Transamerica Financial Advisors LLC | 29,568 | $7.23M | 0.7% | +2.8% | 0.049% | |
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5/14/2025 | CreativeOne Wealth LLC | 2,641 | $646K | 0.0% | -25.1% | 0.004% | |
5/14/2025 | Redwood Investment Management LLC | 6,894 | $1.69M | 0.2% | +64.9% | 0.012% | |
5/14/2025 | Envision Financial Planning LLC | 6,355 | $1.56M | 0.8% | -5.5% | 0.011% | |
5/14/2025 | PKS Advisory Services LLC | 3,279 | $802K | 0.2% | +4.3% | 0.005% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 302 | $74K | 0.0% | +20.3% | 0.001% | |
5/14/2025 | Comerica Bank | 40,707 | $9.96M | 0.0% | -2.3% | 0.068% | |
5/14/2025 | Freedom Investment Management Inc. | 3,742 | $915K | 0.1% | +20.7% | 0.006% | |
5/14/2025 | Synovus Financial Corp | 59,468 | $14.55M | 0.2% | -0.7% | 0.099% | |
5/14/2025 | Ally Invest Advisors Inc. | 25,396 | $6.21M | 0.5% | +8.6% | 0.042% | |
5/14/2025 | Smartleaf Asset Management LLC | 4,885 | $1.19M | 0.1% | +5.5% | 0.008% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 639,531 | $156.46M | 0.1% | +12.3% | 1.069% | |
5/14/2025 | Lionshead Wealth Management LLC | 12,798 | $3.13M | 3.3% | -28.8% | 0.021% | |
5/14/2025 | Haverford Trust Co | 1,339 | $328K | 0.0% | +4.1% | 0.002% | |
5/14/2025 | Kestra Advisory Services LLC | 96,380 | $23.58M | 0.1% | +0.7% | 0.161% | |
5/14/2025 | MAS Advisors LLC | 1,321 | $323K | 0.5% | -37.5% | 0.002% | |
5/14/2025 | Compound Planning Inc. | 1,599 | $391K | 0.0% | +17.3% | 0.003% | |
5/14/2025 | 1832 Asset Management L.P. | 152,698 | $37.36M | 0.0% | +4.9% | 0.255% | |
5/14/2025 | Ameriprise Financial Inc. | 320,663 | $78.46M | 0.0% | -6.2% | 0.536% | |
5/14/2025 | Bragg Financial Advisors Inc | 103,003 | $25.20M | 1.0% | +1.7% | 0.172% | |
5/14/2025 | CW Advisors LLC | 9,811 | $2.41M | 0.0% | N/A | 0.016% | |
5/14/2025 | Flow Traders U.S. LLC | 17,135 | $4.19M | 0.2% | N/A | 0.029% | |
5/14/2025 | Aufman Associates Inc | 25,706 | $6.29M | 4.3% | -2.2% | 0.043% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 10,734 | $2.63M | 1.2% | +1.2% | 0.018% | |
5/14/2025 | TFB Advisors LLC | 19,139 | $4.68M | 1.3% | -4.9% | 0.032% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 1,442 | $353K | 0.0% | -15.7% | 0.002% | |
5/14/2025 | Frisch Financial Group Inc. | 6,296 | $1.54M | 0.4% | -10.8% | 0.011% | |
5/14/2025 | Asset Management Group Inc. | 20,935 | $5.12M | 0.9% | -0.8% | 0.035% | |
5/14/2025 | Vertex Planning Partners LLC | 1,896 | $464K | 0.1% | -5.8% | 0.003% | |
5/14/2025 | Venture Visionary Partners LLC | 8,103 | $1.98M | 0.1% | -68.9% | 0.014% | |
5/14/2025 | Hsbc Holdings PLC | 1,488 | $364K | 0.0% | -7.6% | 0.002% | |
5/14/2025 | Colonial Trust Advisors | 5,308 | $1.30M | 0.1% | -6.0% | 0.009% | |
5/14/2025 | Fairscale Capital LLC | 4,478 | $1.10M | 1.0% | -2.2% | 0.007% | |
5/14/2025 | RWA Wealth Partners LLC | 32,220 | $7.88M | 0.1% | -1.0% | 0.054% | |
5/14/2025 | Wellington Management Group LLP | 165,785 | $40.56M | 0.0% | N/A | 0.277% | |
5/13/2025 | Freestone Capital Holdings LLC | 1,855 | $454K | 0.0% | +69.7% | 0.003% | |
5/13/2025 | LWM Advisors Inc. | 1,184 | $303K | 0.3% | +20.2% | 0.002% | |
5/13/2025 | LeConte Wealth Management LLC | 4,602 | $1.13M | 0.7% | N/A | 0.008% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 47,091 | $11.52M | 0.1% | +1.3% | 0.079% | |
5/13/2025 | Raymond James Financial Inc. | 371,700 | $90.93M | 0.0% | +20.9% | 0.621% | |
5/13/2025 | Elevatus Welath Management | 1,327 | $325K | 0.2% | -2.8% | 0.002% | |
5/13/2025 | Cresset Asset Management LLC | 13,468 | $3.30M | 0.0% | -0.7% | 0.023% | |
5/13/2025 | Redmond Asset Management LLC | 1,050 | $257K | 0.1% | +14.3% | 0.002% | |
5/13/2025 | EverSource Wealth Advisors LLC | 5,643 | $1.38M | 0.1% | -3.1% | 0.009% | |
5/13/2025 | Horizon Investments LLC | 1,751 | $428K | 0.0% | +11.9% | 0.003% | |
5/13/2025 | Trivium Point Advisory LLC | 5,456 | $1.34M | 0.2% | -3.4% | 0.009% | |
5/13/2025 | Inspire Trust Co. N.A. | 25,000 | $6.12M | 1.5% | +7.7% | 0.042% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 6,299 | $1.54M | 0.0% | +111.9% | 0.011% | |
5/13/2025 | HRC Wealth Management LLC | 25,372 | $6.21M | 3.9% | +5.5% | 0.042% | |
5/13/2025 | MSH Capital Advisors LLC | 13,203 | $3.23M | 1.0% | -0.5% | 0.022% | |
5/13/2025 | HighTower Advisors LLC | 112,614 | $27.55M | 0.0% | +26.6% | 0.188% | |
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5/12/2025 | Mustard Seed Financial LLC | 9,270 | $2.27M | 1.8% | +2.5% | 0.015% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 15,875 | $3.88M | 0.0% | -12.0% | 0.027% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,027 | $499K | 0.0% | -76.4% | 0.003% | |
5/12/2025 | Meridian Wealth Management LLC | 22,600 | $5.53M | 0.3% | +3.0% | 0.038% | |
5/12/2025 | Operose Advisors LLC | 39,309 | $9.62M | 3.2% | +1.5% | 0.066% | |
5/12/2025 | Paulson Wealth Management Inc. | 3,036 | $743K | 0.2% | -18.4% | 0.005% | |
5/12/2025 | First American Trust FSB | 7,053 | $1.73M | 0.2% | +90.9% | 0.012% | |
5/12/2025 | Cooper Financial Group | 856 | $209K | 0.0% | -23.7% | 0.001% | |
5/12/2025 | Bare Financial Services Inc | 21,673 | $5.30M | 2.0% | +9.0% | 0.036% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 11,760 | $2.88M | 0.5% | -5.6% | 0.020% | |