5/28/2025 | Jones Financial Companies Lllp | 568,450 | $66.13M | 0.1% | +1.0% | 0.825% | |
5/23/2025 | SWAN Capital LLC | 30,935 | $3.58M | 1.7% | +22.4% | 0.045% | |
5/21/2025 | McAdam LLC | 3,592 | $415K | 0.0% | +4.1% | 0.005% | |
5/20/2025 | Focus Partners Wealth | 41,626 | $4.81M | 0.0% | +26.8% | 0.060% | |
5/19/2025 | Jane Street Group LLC | 332,532 | $38.44M | 0.0% | N/A | 0.483% | |
5/19/2025 | SageView Advisory Group LLC | 2,608 | $301K | 0.0% | -3.9% | 0.004% | |
5/19/2025 | Advisory Alpha LLC | 327,150 | $37.77M | 1.3% | -12.2% | 0.475% | |
5/19/2025 | SCS Capital Management LLC | 2,297 | $266K | 0.0% | N/A | 0.003% | |
5/16/2025 | Ascent Group LLC | 21,687 | $2.51M | 0.1% | +995.3% | 0.031% | |
5/16/2025 | Arete Wealth Advisors LLC | 4,430 | $512K | 0.0% | N/A | 0.006% | |
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5/16/2025 | Bell Investment Advisors Inc | 9,630 | $1.11M | 0.2% | -1.9% | 0.014% | |
5/16/2025 | Goldman Sachs Group Inc. | 149,176 | $17.25M | 0.0% | -1.3% | 0.217% | |
5/16/2025 | Cape Investment Advisory Inc. | 2,571 | $297K | 0.1% | +19.9% | 0.004% | |
5/16/2025 | Jones Financial Companies Lllp | 438,010 | $51.78M | 0.0% | -22.2% | 0.636% | |
5/16/2025 | NewEdge Advisors LLC | 514 | $59K | 0.0% | -83.2% | 0.001% | |
5/16/2025 | Integrated Wealth Concepts LLC | 17,352 | $2.01M | 0.0% | -0.5% | 0.025% | |
5/16/2025 | Clark Capital Management Group Inc. | 818,242 | $94.59M | 0.7% | +3.4% | 1.188% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 85,341 | $9.87M | 0.8% | -6.3% | 0.124% | |
5/16/2025 | AQR Capital Management LLC | 5,059 | $585K | 0.0% | +66.7% | 0.007% | |
5/15/2025 | EP Wealth Advisors LLC | 10,817 | $1.25M | 0.0% | -7.9% | 0.016% | |
5/15/2025 | Obsido Oy | 32,630 | $3.77M | 3.2% | N/A | 0.047% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 36,673 | $4.24M | 0.1% | +11.3% | 0.053% | |
5/15/2025 | Flputnam Investment Management Co. | 3,970 | $459K | 0.0% | -5.8% | 0.006% | |
5/15/2025 | Royal Bank of Canada | 264,837 | $30.62M | 0.0% | +91.6% | 0.384% | |
5/15/2025 | Betterment LLC | 1,763 | $204K | 0.0% | -18.2% | 0.003% | |
5/15/2025 | MAI Capital Management | 70,925 | $8.20M | 0.1% | +6.4% | 0.103% | |
5/15/2025 | DRW Securities LLC | 59,457 | $6.87M | 0.2% | N/A | 0.086% | |
5/15/2025 | Wit LLC | 484,096 | $55.96M | 1.4% | N/A | 0.703% | |
5/15/2025 | Titleist Asset Management LLC | 6,223 | $719K | 0.1% | +4.9% | 0.009% | |
5/15/2025 | Baird Financial Group Inc. | 64,336 | $7.44M | 0.0% | +4.9% | 0.093% | |
5/15/2025 | OLD Mission Capital LLC | 69,257 | $8.01M | 0.1% | N/A | 0.101% | |
5/15/2025 | The Manufacturers Life Insurance Company | 253,430 | $29.30M | 0.0% | -74.0% | 0.368% | |
5/15/2025 | WPG Advisers LLC | 228 | $26K | 0.0% | N/A | 0.000% | |
5/15/2025 | Tortoise Investment Management LLC | 34,076 | $3.94M | 0.4% | -9.7% | 0.049% | |
5/14/2025 | Transamerica Financial Advisors LLC | 15,626 | $1.81M | 0.2% | -2.2% | 0.023% | |
5/14/2025 | Causeway Capital Management LLC | 62,822 | $7.26M | 0.2% | -14.7% | 0.091% | |
5/14/2025 | Jane Street Group LLC | 332,532 | $38.44M | 0.0% | N/A | 0.483% | |
5/14/2025 | Full Sail Capital LLC | 340,477 | $39.36M | 2.5% | +2.2% | 0.494% | |
5/14/2025 | Comerica Bank | 1,938 | $224K | 0.0% | -58.8% | 0.003% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 7,937 | $919K | 0.0% | -21.8% | 0.012% | |
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5/14/2025 | Smartleaf Asset Management LLC | 2,676 | $312K | 0.0% | +26.6% | 0.004% | |
5/14/2025 | Bahl & Gaynor Inc. | 3,535 | $409K | 0.0% | -9.7% | 0.005% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 560,266 | $64.77M | 0.1% | -9.1% | 0.813% | |
5/14/2025 | Kestra Advisory Services LLC | 22,053 | $2.55M | 0.0% | -22.8% | 0.032% | |
5/14/2025 | Strategic Financial Planning Inc. | 77,219 | $8.93M | 6.2% | +1.4% | 0.112% | |
5/14/2025 | 1832 Asset Management L.P. | 1,146,847 | $132.58M | 0.1% | -1.9% | 1.665% | |
5/14/2025 | Compound Planning Inc. | 26,592 | $3.07M | 0.1% | -5.1% | 0.039% | |
5/14/2025 | CW Advisors LLC | 19,112 | $2.21M | 0.0% | -1.3% | 0.028% | |
5/14/2025 | Summit Financial LLC | 15,983 | $1.85M | 0.1% | +2.8% | 0.023% | |
5/14/2025 | Flow Traders U.S. LLC | 86,818 | $10.04M | 0.4% | +129.9% | 0.126% | |
5/14/2025 | Elevate Wealth Advisory Inc. | 13,503 | $1.56M | 1.1% | +1.2% | 0.020% | |
5/14/2025 | Quantum Capital Management LLC NJ | 27,721 | $3.21M | 0.3% | N/A | 0.040% | |
5/14/2025 | TFB Advisors LLC | 4,968 | $574K | 0.2% | -4.3% | 0.007% | |
5/14/2025 | Capital Analysts LLC | 39,720 | $4.59M | 0.2% | -68.9% | 0.058% | |
5/14/2025 | RWA Wealth Partners LLC | 35,934 | $4.15M | 0.1% | -7.0% | 0.052% | |
5/13/2025 | Raymond James Financial Inc. | 96,002 | $11.10M | 0.0% | +31.5% | 0.139% | |
5/13/2025 | Cresset Asset Management LLC | 7,168 | $829K | 0.0% | -2.2% | 0.010% | |
5/13/2025 | Twin Focus Capital Partners LLC | 44,585 | $5.15M | 0.8% | -0.4% | 0.065% | |
5/13/2025 | Weik Capital Management | 2,500 | $289K | 0.1% | -7.4% | 0.004% | |
5/13/2025 | Inspire Trust Co. N.A. | 85,519 | $9.89M | 2.4% | +6.2% | 0.124% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 1,932 | $224K | 0.0% | N/A | 0.003% | |
5/13/2025 | Brooklyn FI LLC | 82,293 | $9.10M | 2.8% | +8.6% | 0.119% | |
5/13/2025 | HighTower Advisors LLC | 187,810 | $21.71M | 0.0% | -2.5% | 0.273% | |
5/12/2025 | Kohmann Bosshard Financial Services LLC | 31,046 | $3.59M | 0.4% | -39.1% | 0.045% | |
5/12/2025 | Operose Advisors LLC | 2,409 | $278K | 0.1% | -78.8% | 0.003% | |
5/12/2025 | SouthState Corp | 7,453 | $862K | 0.0% | +19.4% | 0.011% | |
5/12/2025 | Atlas Capital Advisors Inc. | 113,610 | $13.13M | 1.6% | +8.6% | 0.165% | |
5/12/2025 | JFG Wealth Management LLC | 15,934 | $1.84M | 0.4% | -7.1% | 0.023% | |
5/12/2025 | Johnson Financial Group LLC | 75,544 | $8.73M | 0.9% | +4.0% | 0.110% | |
5/12/2025 | Summit Financial Strategies Inc. | 9,724 | $1.12M | 0.1% | +17.8% | 0.014% | |
5/12/2025 | Bristlecone Advisors LLC | 2,797 | $323K | 0.0% | -6.1% | 0.004% | |
5/12/2025 | National Bank of Canada FI | 2,824 | $326K | 0.0% | -98.0% | 0.004% | |
5/12/2025 | Citigroup Inc. | 81,717 | $9.45M | 0.0% | +68.4% | 0.119% | |
5/9/2025 | Deutsche Bank AG | 4,289 | $496K | 0.0% | -11.1% | 0.006% | |
5/9/2025 | Blue Barn Wealth LLC | 27,712 | $3.20M | 1.7% | +11.2% | 0.040% | |
5/9/2025 | Chicago Partners Investment Group LLC | 3,448 | $421K | 0.0% | -4.6% | 0.005% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 1,515,730 | $175.22M | 0.0% | -3.1% | 2.185% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 299 | $35K | 0.0% | N/A | 0.000% | |
5/9/2025 | WealthShield Partners LLC | 2,967 | $343K | 0.0% | +5.1% | 0.004% | |
5/9/2025 | Exencial Wealth Advisors LLC | 63,959 | $7.39M | 0.3% | -0.5% | 0.092% | |
5/9/2025 | PrairieView Partners LLC | 261,497 | $30.23M | 3.2% | +0.6% | 0.377% | |
5/9/2025 | Intrust Bank NA | 16,999 | $1.97M | 0.2% | +10.2% | 0.025% | |
5/9/2025 | Annis Gardner Whiting Capital Advisors LLC | 4,031 | $466K | 0.2% | -31.9% | 0.006% | |
5/9/2025 | Atria Wealth Solutions Inc. | 2,207 | $255K | 0.0% | -67.8% | 0.003% | |
5/9/2025 | Empower Advisory Group LLC | 4,853,903 | $561.11M | 1.8% | +6.4% | 6.997% | |
5/9/2025 | Sound Financial Strategies Group LLC | 5,132 | $593K | 0.5% | +12.4% | 0.007% | |
5/9/2025 | SGL Investment Advisors Inc. | 3,547 | $434K | 0.2% | +18.7% | 0.005% | |
5/9/2025 | Commonwealth Equity Services LLC | 443,220 | $51.24M | 0.1% | -55.5% | 0.639% | |
5/9/2025 | Blair William & Co. IL | 5,072 | $586K | 0.0% | -12.8% | 0.007% | |
5/9/2025 | Palisades Hudson Asset Management L.P. | 2,126 | $246K | 0.1% | -76.7% | 0.003% | |
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5/9/2025 | Liberty Wealth Management LLC | 78,377 | $9.06M | 0.2% | N/A | 0.113% | |
5/9/2025 | PNC Financial Services Group Inc. | 354,827 | $41.02M | 0.0% | -8.4% | 0.511% | |
5/8/2025 | Commerce Bank | 48,439 | $5.60M | 0.0% | -60.3% | 0.070% | |
5/8/2025 | Certified Advisory Corp | 26,734 | $3.09M | 0.3% | -3.9% | 0.039% | |
5/8/2025 | US Bancorp DE | 3,931 | $454K | 0.0% | +5.7% | 0.006% | |
5/8/2025 | Shufro Rose & Co. LLC | 16,626 | $1.92M | 0.2% | -8.3% | 0.024% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 218,687 | $25.28M | 0.7% | +0.5% | 0.315% | |
5/8/2025 | Harbour Investments Inc. | 676 | $78K | 0.0% | -16.0% | 0.001% | |
5/8/2025 | Natixis Advisors LLC | 2,274,666 | $262.95M | 0.5% | -14.0% | 3.279% | |
5/8/2025 | Roble Belko & Company Inc | 1,842 | $213K | 0.0% | -5.3% | 0.003% | |