4/1/2025 | Modus Advisors LLC | 67,204 | $12.97M | 4.2% | -0.6% | 0.034% | |
3/27/2025 | Milestone Asset Management Group LLC | 1,773 | $373K | 0.3% | N/A | 0.001% | |
3/25/2025 | Higgins & Schmidt Wealth Strategies LLC | 3,895 | $820K | 0.5% | -4.7% | 0.002% | |
3/25/2025 | Life Line Wealth Management LLC | 1,283 | $270K | 0.1% | N/A | 0.001% | |
3/24/2025 | Fulcrum Equity Management | 6,352 | $1.34M | 1.3% | +265.7% | 0.003% | |
3/21/2025 | Prostatis Group LLC | 1,057 | $222K | 0.1% | N/A | 0.001% | |
3/19/2025 | Northeast Planning Associates INC. NH | 1,064 | $224K | 0.2% | N/A | 0.001% | |
3/19/2025 | DSG Capital Advisors LLC | 6,016 | $1.27M | 0.2% | N/A | 0.003% | |
3/18/2025 | Triton Wealth Management PLLC | 2,051 | $427K | 0.2% | N/A | 0.001% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,630,124 | $343.06M | 0.7% | +11.8% | 0.811% | |
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3/17/2025 | NorthCrest Asset Manangement LLC | 1,403 | $295K | 0.0% | -7.1% | 0.001% | |
3/13/2025 | PKO Investment Management Joint Stock Co | 220,000 | $46.30M | 5.8% | N/A | 0.111% | |
3/12/2025 | Centaurus Financial Inc. | 735 | $155K | 0.0% | N/A | 0.000% | |
3/10/2025 | Capstone Triton Financial Group LLC | 15,968 | $3.36M | 2.1% | -1.4% | 0.008% | |
3/4/2025 | Smith Shellnut Wilson LLC ADV | 16,297 | $3.43M | 1.5% | +18.6% | 0.008% | |
2/26/2025 | Virtue Capital Management LLC | 7,952 | $1.67M | 0.3% | -4.3% | 0.004% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 13,686 | $2.88M | 0.1% | -16.9% | 0.007% | |
2/25/2025 | Integrated Advisors Network LLC | 3,136 | $660K | 0.0% | N/A | 0.002% | |
2/24/2025 | Ameriflex Group Inc. | 4,001 | $860K | 0.4% | N/A | 0.002% | |
2/24/2025 | United Advisor Group LLC | 29,918 | $6.30M | 1.2% | +125.1% | 0.015% | |
2/21/2025 | Gould Capital LLC | 2,674 | $563K | 0.4% | +901.5% | 0.001% | |
2/19/2025 | Toronto Dominion Bank | 9,752 | $2.05M | 0.0% | +22,063.6% | 0.005% | |
2/19/2025 | Three Cord True Wealth Management LLC | 3,122 | $657K | 0.6% | N/A | 0.002% | |
2/19/2025 | Invst LLC | 10,561 | $2.22M | 0.3% | +1.1% | 0.005% | |
2/19/2025 | Retirement Planning Group LLC NY | 4,232 | $891K | 1.0% | N/A | 0.002% | |
2/19/2025 | WCG Wealth Advisors LLC | 20,772 | $4.37M | 0.3% | -28.6% | 0.010% | |
2/18/2025 | Pacific Point Advisors LLC | 1,716 | $371K | 0.2% | N/A | 0.001% | |
2/18/2025 | Wick Capital Partners LLC | 40,395 | $8.50M | 2.5% | +7.4% | 0.020% | |
2/18/2025 | Western Wealth Management LLC | 2,757 | $580K | 0.2% | -98.6% | 0.001% | |
2/18/2025 | Sunbelt Securities Inc. | 1,455 | $309K | 0.0% | +11.3% | 0.001% | |
2/18/2025 | GTS Securities LLC | 45,018 | $9.47M | 0.5% | +24.9% | 0.023% | |
2/18/2025 | AAF Wealth Management LLC | 100,965 | $21.25M | 10.8% | -2.0% | 0.051% | |
2/18/2025 | Cornerstone Advisory LLC | 4,168 | $924K | 0.1% | -10.5% | 0.002% | |
2/18/2025 | Orion Capital Management LLC | 1,798 | $378K | 0.2% | N/A | 0.001% | |
2/18/2025 | JDM Financial Group LLC | 4,827 | $1.02M | 0.5% | +2.1% | 0.002% | |
2/18/2025 | Novem Group | 4,591 | $966K | 0.1% | N/A | 0.002% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 2,610 | $549K | 0.0% | N/A | 0.001% | |
2/18/2025 | First Heartland Consultants Inc. | 25,008 | $5.26M | 0.5% | +4.5% | 0.013% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 25,978 | $5.47M | 4.0% | N/A | 0.013% | |
2/17/2025 | Vance Wealth LLC | 30,818 | $6.49M | 2.5% | -3.9% | 0.016% | |
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2/17/2025 | Waverly Advisors LLC | 17,533 | $3.69M | 0.1% | +279.8% | 0.009% | |
2/17/2025 | Weitzel Financial Services Inc. | 1,384 | $294K | 0.1% | +8.6% | 0.001% | |
2/17/2025 | Whelan Financial | 236,205 | $49.71M | 19.5% | -1.3% | 0.119% | |
2/17/2025 | Visionary Wealth Advisors | 27,360 | $5.76M | 0.3% | -13.5% | 0.014% | |
2/17/2025 | Two Sigma Investments LP | 29,100 | $6.12M | 0.0% | +1,064.0% | 0.015% | |
2/17/2025 | Toronto Dominion Bank | 9,752 | $2.05M | 0.0% | +22,063.6% | 0.005% | |
2/17/2025 | Safeguard Investment Advisory Group LLC | 24,811 | $5.22M | 1.4% | -4.1% | 0.012% | |
2/17/2025 | Snowden Capital Advisors LLC | 1,651 | $347K | 0.0% | N/A | 0.001% | |
2/17/2025 | Royal Bank of Canada | 715,760 | $150.63M | 0.0% | +10.6% | 0.360% | |
2/17/2025 | Redwood Financial Network Corp | 23,179 | $4.88M | 3.6% | +33.4% | 0.012% | |
2/17/2025 | Quantinno Capital Management LP | 1,363 | $287K | 0.0% | -28.8% | 0.001% | |
2/17/2025 | Main Management Fund Advisors LLC | 346,500 | $72.92M | 11.1% | +6.1% | 0.174% | |
2/17/2025 | Main Management LLC | 188,391 | $39.65M | 3.2% | -1.5% | 0.095% | |
2/17/2025 | Nissay Asset Management Corp Japan ADV | 306,794 | $66.01M | 0.4% | N/A | 0.155% | |
2/17/2025 | Napa Wealth Management | 36,757 | $7.74M | 3.3% | +417.6% | 0.019% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 1,264 | $265K | 0.1% | N/A | 0.001% | |
2/17/2025 | Janus Henderson Group PLC | 398,574 | $83.88M | 0.0% | +4.4% | 0.201% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 4,377 | $921K | 0.1% | +5.7% | 0.002% | |
2/17/2025 | Gotham Asset Management LLC | 2,627 | $553K | 0.0% | +37.0% | 0.001% | |
2/17/2025 | Focus Partners Wealth | 79,500 | $16.73M | 0.0% | +19.4% | 0.040% | |
2/17/2025 | Evensky & Katz LLC | 22,846 | $4.81M | 0.3% | +17.8% | 0.012% | |
2/17/2025 | EP Wealth Advisors LLC | 146,117 | $30.75M | 0.3% | +2.6% | 0.074% | |
2/17/2025 | CoreCap Advisors LLC | 81,127 | $17.07M | 0.8% | +183.2% | 0.041% | |
2/17/2025 | Cornerstone Financial Group LLC NE | 22,568 | $4.75M | 4.7% | N/A | 0.011% | |
2/17/2025 | Cresset Asset Management LLC | 223,911 | $47.12M | 0.2% | +76.8% | 0.113% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 286,564 | $60.31M | 0.2% | +23.8% | 0.144% | |
2/17/2025 | Cetera Investment Advisers | 1,131,917 | $238.21M | 0.5% | +10.0% | 0.570% | |
2/17/2025 | BOKF NA | 26,738 | $5.58M | 0.1% | +40.0% | 0.013% | |
2/17/2025 | Captrust Financial Advisors | 5,762 | $1.21M | 0.0% | +1.3% | 0.003% | |
2/17/2025 | Cardiff Park Advisors LLC | 1,506 | $317K | 0.0% | N/A | 0.001% | |
2/17/2025 | Cary Street Partners Financial LLC | 15,391 | $3.24M | 0.1% | N/A | 0.008% | |
2/17/2025 | Baird Financial Group Inc. | 6,576 | $1.38M | 0.0% | N/A | 0.003% | |
2/17/2025 | Bank of America Corp DE | 979,610 | $206.16M | 0.0% | +4.8% | 0.493% | |
2/17/2025 | Benjamin Edwards Inc. | 2,148 | $452K | 0.0% | +42.5% | 0.001% | |
2/17/2025 | Ameriprise Financial Inc. | 1,528,582 | $321.64M | 0.1% | +36.9% | 0.770% | |
2/17/2025 | Alteri Wealth LLC | 1,422 | $299K | 0.1% | N/A | 0.001% | |
2/17/2025 | Ancora Advisors LLC | 86,630 | $18.23M | 0.4% | -1.5% | 0.044% | |
2/17/2025 | Aptus Capital Advisors LLC | 38,471 | $8.10M | 0.1% | -77.6% | 0.019% | |
2/17/2025 | Arrowroot Family Office LLC | 7,920 | $1.67M | 0.9% | +15.5% | 0.004% | |
2/17/2025 | Aspire Growth Partners LLC | 16,472 | $3.47M | 3.4% | N/A | 0.008% | |
2/17/2025 | AlTi Global Inc. | 48,000 | $10.21M | 0.2% | +100.0% | 0.024% | |
2/17/2025 | 360 Financial Inc. | 116,326 | $24.48M | 8.8% | +14.0% | 0.059% | |
2/17/2025 | Adapt Wealth Advisors LLC | 86,911 | $18.29M | 9.0% | +5.2% | 0.044% | |
2/14/2025 | Pennington Partners & CO. LLC | 8,238 | $1.73M | 0.9% | N/A | 0.004% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 8,896 | $1.87M | 0.0% | +36.6% | 0.004% | |
2/14/2025 | LGT Financial Advisors LLC | 341 | $72K | 0.2% | N/A | 0.000% | |
2/14/2025 | Eagle Strategies LLC | 8,494 | $1.79M | 0.3% | +0.8% | 0.004% | |
2/14/2025 | Sulzberger Capital Advisors Inc. | 22,125 | $4.66M | 5.3% | N/A | 0.011% | |
2/14/2025 | Rehmann Capital Advisory Group | 40,644 | $8.55M | 0.5% | +3.7% | 0.020% | |
2/14/2025 | Bison Wealth LLC | 1,867 | $393K | 0.1% | N/A | 0.001% | |
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2/14/2025 | Wick Capital Partners LLC | 195,858 | $41.22M | 7.0% | +420.5% | 0.099% | |
2/14/2025 | Comerica Bank | 8,924 | $1.88M | 0.0% | -35.3% | 0.004% | |
2/14/2025 | AQR Capital Management LLC | 28,566 | $6.01M | 0.0% | +45.8% | 0.014% | |
2/14/2025 | Lido Advisors LLC | 1,417 | $298K | 0.0% | -29.8% | 0.001% | |
2/14/2025 | Northern Trust Corp | 1,997 | $420K | 0.0% | N/A | 0.001% | |
2/14/2025 | The Manufacturers Life Insurance Company | 6,800 | $1.43M | 0.0% | N/A | 0.003% | |
2/14/2025 | Beacon Pointe Advisors LLC | 5,097 | $1.07M | 0.0% | +13.3% | 0.003% | |
2/14/2025 | Betterment LLC | 29,151 | $6.14M | 0.0% | +15.0% | 0.015% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 810,658 | $170.60M | 7.4% | +4.8% | 0.408% | |
2/14/2025 | Prosperity Consulting Group LLC | 100,822 | $21.22M | 1.6% | +2.1% | 0.051% | |