3/28/2025 | Berkeley Inc | 1,921 | $356K | 0.2% | -51.3% | 0.001% | |
3/24/2025 | Mascagni Wealth Management Inc. | 1,955 | $362K | 0.3% | N/A | 0.001% | |
3/21/2025 | Nestegg Advisors Inc. | 76,861 | $14.95M | 15.1% | N/A | 0.024% | |
3/19/2025 | DSG Capital Advisors LLC | 3,906 | $723K | 0.1% | N/A | 0.001% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 671,674 | $124.35M | 0.2% | +1.5% | 0.208% | |
3/17/2025 | Members Wealth LLC | 7,215 | $1.39M | 1.0% | N/A | 0.002% | |
3/12/2025 | Centaurus Financial Inc. | 871 | $161K | 0.0% | -7.3% | 0.000% | |
3/7/2025 | Aegis Wealth Management LLC | 8,560 | $1.59M | 1.1% | N/A | 0.003% | |
3/7/2025 | Bannerman Wealth Management Group LLC | 8,940 | $1.66M | 1.4% | N/A | 0.003% | |
3/6/2025 | Copia Wealth Management | 1,055 | $195K | 0.2% | N/A | 0.000% | |
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3/6/2025 | Wood Tarver Financial Group LLC | 687 | $127K | 0.0% | N/A | 0.000% | |
2/27/2025 | Jefferies Financial Group Inc. | 45,511 | $8.43M | 0.0% | +11.6% | 0.014% | |
2/27/2025 | Landaas & Co. WI ADV | 355,144 | $65.75M | 18.2% | -0.8% | 0.110% | |
2/27/2025 | ABLE Financial Group LLC | 6,188 | $1.15M | 0.3% | -48.7% | 0.002% | |
2/27/2025 | Bernard Wealth Management Corp. | 487 | $90K | 0.0% | N/A | 0.000% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 26,098 | $4.83M | 0.7% | +7.6% | 0.008% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 67,927 | $12.58M | 2.2% | -7.9% | 0.021% | |
2/26/2025 | Financial Advisory Corp | 1,161 | $215K | 0.0% | N/A | 0.000% | |
2/26/2025 | Virtue Capital Management LLC | 4,104 | $760K | 0.2% | +1.6% | 0.001% | |
2/25/2025 | Heck Capital Advisors LLC | 10,903 | $2.02M | 0.1% | N/A | 0.003% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 1,197 | $222K | 0.1% | N/A | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 9,593 | $1.78M | 0.1% | -8.5% | 0.003% | |
2/25/2025 | Integrated Advisors Network LLC | 15,730 | $2.91M | 0.1% | +258.6% | 0.005% | |
2/24/2025 | Pullen Investment Management LLC | 15,212 | $2.82M | 1.8% | N/A | 0.005% | |
2/24/2025 | Wilkins Miller Wealth Management LLC | 1,412 | $261K | 0.3% | N/A | 0.000% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 1,082 | $210K | 0.1% | N/A | 0.000% | |
2/24/2025 | Great Valley Advisor Group Inc. | 25,341 | $4.69M | 0.1% | -7.9% | 0.008% | |
2/24/2025 | Ameriflex Group Inc. | 150 | $29K | 0.0% | N/A | 0.000% | |
2/22/2025 | American Trust | 14,396 | $2.67M | 0.2% | +642.1% | 0.005% | |
2/21/2025 | Ascent Group LLC | 4,271 | $791K | 0.1% | -63.0% | 0.001% | |
2/20/2025 | Forum Financial Management LP | 14,970 | $2.77M | 0.0% | +1.9% | 0.005% | |
2/20/2025 | Michels Family Financial LLC | 3,934 | $728K | 0.7% | N/A | 0.001% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 1,172 | $217K | 0.0% | N/A | 0.000% | |
2/18/2025 | Wick Capital Partners LLC | 6,801 | $1.26M | 0.4% | -7.8% | 0.002% | |
2/18/2025 | Western Wealth Management LLC | 1,569 | $290K | 0.1% | -91.2% | 0.001% | |
2/18/2025 | Sunbelt Securities Inc. | 6,401 | $1.18M | 0.1% | +280.6% | 0.002% | |
2/18/2025 | GTS Securities LLC | 17,701 | $3.28M | 0.2% | -47.0% | 0.006% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 5,304 | $982K | 0.4% | N/A | 0.002% | |
2/18/2025 | Vise Technologies Inc. | 12,002 | $2.22M | 0.2% | +479.2% | 0.004% | |
2/18/2025 | City National Bank of Florida MSD | 2,184 | $404K | 0.4% | N/A | 0.001% | |
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2/18/2025 | JT Stratford LLC | 1,640 | $304K | 0.0% | N/A | 0.001% | |
2/18/2025 | Cornerstone Advisory LLC | 23,904 | $4.65M | 0.5% | -1.6% | 0.008% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 14,218 | $2.63M | 0.4% | -2.4% | 0.005% | |
2/18/2025 | 49 Wealth Management LLC | 2,721 | $504K | 0.1% | N/A | 0.001% | |
2/18/2025 | Monograph Wealth Advisors LLC | 10,618 | $1.97M | 0.3% | -18.5% | 0.003% | |
2/18/2025 | MidWestOne Financial Group Inc. | 1,807 | $335K | 0.0% | -56.2% | 0.001% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 19,638 | $3.64M | 0.1% | +6.7% | 0.006% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 303 | $56K | 0.0% | N/A | 0.000% | |
2/18/2025 | Talisman Wealth Advisors LLC | 2,602 | $482K | 0.5% | +5.0% | 0.001% | |
2/17/2025 | US Financial Advisors LLC | 66,332 | $12.28M | 3.8% | +2.4% | 0.021% | |
2/17/2025 | Waverly Advisors LLC | 136,514 | $25.27M | 0.4% | +16.3% | 0.044% | |
2/17/2025 | Willis Johnson & Associates Inc. | 62,835 | $11.63M | 0.9% | -2.0% | 0.020% | |
2/17/2025 | Windsor Advisory Group LLC | 1,238 | $229K | 0.3% | +111.3% | 0.000% | |
2/17/2025 | Vident Advisory LLC | 3,350 | $620K | 0.0% | N/A | 0.001% | |
2/17/2025 | Visionary Wealth Advisors | 56,138 | $10.39M | 0.6% | -1.8% | 0.018% | |
2/17/2025 | Westwood Holdings Group Inc. | 81,881 | $15.16M | 0.1% | +29.1% | 0.026% | |
2/17/2025 | St. Clair Advisors LLC | 2,117 | $392K | 0.1% | N/A | 0.001% | |
2/17/2025 | Texas Bank & Trust Co | 6,391 | $1.18M | 0.5% | N/A | 0.002% | |
2/17/2025 | Tolleson Wealth Management Inc. | 24,441 | $4.53M | 0.9% | -0.5% | 0.008% | |
2/17/2025 | TrinityPoint Wealth LLC | 2,315 | $429K | 0.1% | +53.7% | 0.001% | |
2/17/2025 | Stonebrook Private Inc. | 3,693 | $684K | 0.2% | -4.4% | 0.001% | |
2/17/2025 | Sentinus LLC | 1,490 | $276K | 0.1% | -38.1% | 0.000% | |
2/17/2025 | Snowden Capital Advisors LLC | 40,829 | $7.56M | 0.2% | -0.4% | 0.013% | |
2/17/2025 | Security National Bank of SO Dak | 1,205 | $223K | 0.1% | N/A | 0.000% | |
2/17/2025 | Silvercrest Asset Management Group LLC | 78,130 | $14.46M | 0.1% | +13.9% | 0.025% | |
2/17/2025 | Royal Bank of Canada | 2,365,558 | $437.94M | 0.1% | +18.7% | 0.755% | |
2/17/2025 | Riverview Capital Advisers LLC | 27,234 | $5.04M | 1.5% | +2.2% | 0.009% | |
2/17/2025 | Quadcap Wealth Management LLC | 17,237 | $3.19M | 0.5% | -28.9% | 0.006% | |
2/17/2025 | Quantinno Capital Management LP | 11,932 | $2.21M | 0.0% | -5.1% | 0.004% | |
2/17/2025 | Pathstone Holdings LLC | 534,418 | $99.12M | 0.4% | +3.0% | 0.171% | |
2/17/2025 | NorthRock Partners LLC | 36,312 | $6.72M | 0.2% | +134.8% | 0.012% | |
2/17/2025 | Northeast Financial Consultants Inc | 11,571 | $2.14M | 0.1% | -4.0% | 0.004% | |
2/17/2025 | Northwest Quadrant Wealth Management LLC | 1,460 | $270K | 0.1% | +7.0% | 0.000% | |
2/17/2025 | Nuveen Asset Management LLC | 547,463 | $101.35M | 0.0% | +144.3% | 0.175% | |
2/17/2025 | Obermeyer Wealth Partners | 2,806 | $519K | 0.0% | -8.5% | 0.001% | |
2/17/2025 | Logan Capital Management Inc. | 28,145 | $5.21M | 0.2% | +104.4% | 0.009% | |
2/17/2025 | London Co. of Virginia | 290,119 | $53.71M | 0.3% | +2,478.4% | 0.093% | |
2/17/2025 | LRI Investments LLC | 2,405 | $445K | 0.0% | -68.5% | 0.001% | |
2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 1,721 | $319K | 0.0% | +28.4% | 0.001% | |
2/17/2025 | Jasper Ridge Partners L.P. | 2,745,105 | $508.20M | 16.1% | +1.0% | 0.876% | |
2/17/2025 | Jefferies Financial Group Inc. | 45,511 | $8.43M | 0.0% | +11.6% | 0.015% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 7,244 | $1.34M | 0.1% | +5.1% | 0.002% | |
2/17/2025 | Geller Advisors LLC | 367,037 | $67.95M | 4.5% | -5.5% | 0.117% | |
2/17/2025 | Focus Partners Wealth | 472,470 | $88.24M | 0.2% | +196.7% | 0.151% | |
2/17/2025 | Fiduciary Trust Co | 8,378 | $1.55M | 0.0% | -2.3% | 0.003% | |
2/17/2025 | Circle Wealth Management LLC | 607,633 | $112.49M | 2.4% | +0.0% | 0.194% | |
2/17/2025 | Coastal Bridge Advisors LLC | 1,212 | $224K | 0.1% | -77.7% | 0.000% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 8,503 | $1.57M | 0.0% | N/A | 0.003% | |
2/17/2025 | Deutsche Bank AG | 32,279 | $5.98M | 0.0% | -6.7% | 0.010% | |
2/17/2025 | Dimension Capital Management LLC | 35,250 | $6.53M | 1.1% | +3.7% | 0.011% | |
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2/17/2025 | Dunhill Financial LLC | 772 | $143K | 0.1% | +9.7% | 0.000% | |
2/17/2025 | EP Wealth Advisors LLC | 318,876 | $59.03M | 0.5% | -1.4% | 0.102% | |
2/17/2025 | Colonial Trust Co SC | 8,566 | $1.59M | 0.2% | +1.3% | 0.003% | |
2/17/2025 | CoreCap Advisors LLC | 825 | $153K | 0.0% | -45.7% | 0.000% | |
2/17/2025 | Covenant Partners LLC | 153,886 | $28.49M | 8.8% | +5.0% | 0.049% | |
2/17/2025 | Cresset Asset Management LLC | 300,081 | $55.55M | 0.3% | -7.3% | 0.096% | |
2/17/2025 | Capital Advantage Inc. | 6,424 | $1.19M | 0.2% | N/A | 0.002% | |
2/17/2025 | Cetera Investment Advisers | 1,231,116 | $227.92M | 0.5% | +11.6% | 0.393% | |
2/17/2025 | BOKF NA | 57,144 | $10.49M | 0.2% | -6.4% | 0.018% | |
2/17/2025 | Captrust Financial Advisors | 370,305 | $68.56M | 0.2% | -0.3% | 0.118% | |