5/20/2025 | Belpointe Asset Management LLC | 49,949 | $3.07M | 0.2% | -4.8% | 0.157% | |
5/20/2025 | Focus Partners Wealth | 137,698 | $8.47M | 0.0% | -0.8% | 0.432% | |
5/19/2025 | SCS Capital Management LLC | 12,952 | $797K | 0.0% | N/A | 0.041% | |
5/16/2025 | Goldman Sachs Group Inc. | 27,399 | $1.69M | 0.0% | -22.8% | 0.086% | |
5/16/2025 | Jones Financial Companies Lllp | 56,284 | $3.46M | 0.0% | +8,213.7% | 0.177% | |
5/16/2025 | Pinnacle Family Advisors LLC | 47,188 | $2.90M | 1.6% | -0.9% | 0.148% | |
5/16/2025 | NewEdge Advisors LLC | 16,398 | $1.01M | 0.0% | -5.5% | 0.051% | |
5/16/2025 | Alexis Investment Partners LLC | 105,278 | $6.41M | 3.1% | +5.3% | 0.331% | |
5/15/2025 | EP Wealth Advisors LLC | 6,881 | $423K | 0.0% | -10.3% | 0.022% | |
5/15/2025 | Royal Bank of Canada | 465,141 | $28.62M | 0.0% | +17.5% | 1.460% | |
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5/15/2025 | MAI Capital Management | 3,727 | $229K | 0.0% | -12.0% | 0.012% | |
5/15/2025 | Connecticut Wealth Management LLC | 480,915 | $29.59M | 1.5% | +6.8% | 1.510% | |
5/15/2025 | Baird Financial Group Inc. | 91,555 | $5.63M | 0.0% | -1.5% | 0.287% | |
5/14/2025 | CreativeOne Wealth LLC | 9,995 | $615K | 0.0% | -10.0% | 0.031% | |
5/14/2025 | Per Stirling Capital Management LLC. | 57,589 | $3.54M | 0.5% | -3.9% | 0.181% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 33,427 | $2.06M | 0.0% | -0.7% | 0.105% | |
5/14/2025 | Comerica Bank | 45,023 | $2.77M | 0.0% | +8.1% | 0.141% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,147,157 | $132.12M | 0.1% | +3.3% | 6.741% | |
5/14/2025 | Kestra Advisory Services LLC | 413,484 | $25.44M | 0.1% | -23.4% | 1.298% | |
5/14/2025 | CW Advisors LLC | 9,480 | $583K | 0.0% | N/A | 0.030% | |
5/14/2025 | Asset Management Group Inc. | 95,409 | $5.87M | 1.1% | -3.0% | 0.300% | |
5/14/2025 | Capital Analysts LLC | 21,212 | $1.31M | 0.0% | +66.9% | 0.067% | |
5/13/2025 | Raymond James Financial Inc. | 626,390 | $38.54M | 0.0% | +6.8% | 1.967% | |
5/13/2025 | Cresset Asset Management LLC | 88,835 | $5.47M | 0.0% | +9.1% | 0.279% | |
5/13/2025 | NFP Retirement Inc. | 11,658 | $717K | 0.1% | N/A | 0.037% | |
5/13/2025 | Russell Investments Group Ltd. | 2,429 | $149K | 0.0% | -36.0% | 0.008% | |
5/13/2025 | HighTower Advisors LLC | 140,190 | $8.63M | 0.0% | -25.6% | 0.440% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 19,739 | $1.22M | 0.2% | -4.7% | 0.062% | |
5/12/2025 | Frank Rimerman Advisors LLC | 33,699 | $2.07M | 0.2% | -4.2% | 0.106% | |
5/12/2025 | Koss Olinger Consulting LLC | 227,125 | $13.98M | 1.2% | -1.7% | 0.713% | |
5/12/2025 | National Bank of Canada FI | 201,655 | $12.41M | 0.0% | -1.0% | 0.633% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 18,453 | $1.14M | 0.6% | +2.3% | 0.058% | |
5/9/2025 | Wealthspire Advisors LLC | 21,000 | $1.29M | 0.0% | +102.2% | 0.066% | |
5/9/2025 | Atria Wealth Solutions Inc. | 76,744 | $4.72M | 0.1% | +5.1% | 0.241% | |
5/9/2025 | PNC Financial Services Group Inc. | 122,380 | $7.53M | 0.0% | -6.1% | 0.384% | |
5/8/2025 | TIAA Trust National Association | 110,915 | $6.83M | 0.0% | -1.9% | 0.348% | |
5/8/2025 | US Bancorp DE | 119,891 | $7.38M | 0.0% | -3.7% | 0.376% | |
5/8/2025 | Elios Financial Group Inc. | 33,914 | $2.09M | 1.0% | +0.5% | 0.106% | |
5/8/2025 | Harbour Investments Inc. | 714 | $44K | 0.0% | -20.8% | 0.002% | |
5/8/2025 | Modera Wealth Management LLC | 15,800 | $972K | 0.0% | -7.4% | 0.050% | |
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5/8/2025 | Arkadios Wealth Advisors | 10,676 | $657K | 0.0% | +7.4% | 0.034% | |
5/7/2025 | N.E.W. Advisory Services LLC | 992 | $61K | 0.0% | N/A | 0.003% | |
5/7/2025 | Evermay Wealth Management LLC | 8,168 | $503K | 0.1% | -71.0% | 0.026% | |
5/7/2025 | Foundations Investment Advisors LLC | 466,758 | $28.72M | 0.5% | +5.7% | 1.465% | |
5/7/2025 | AWM Capital LLC | 196,367 | $12.08M | 1.4% | -4.4% | 0.617% | |
5/7/2025 | Sterling Investment Advisors Ltd. | 5,060 | $311K | 0.1% | -5.2% | 0.016% | |
5/7/2025 | LPL Financial LLC | 354,996 | $21.84M | 0.0% | +0.4% | 1.115% | |
5/7/2025 | Nvwm LLC | 4,894 | $301K | 0.1% | -42.3% | 0.015% | |
5/6/2025 | Cetera Investment Advisers | 475,880 | $29.28M | 0.1% | +12.0% | 1.494% | |
5/6/2025 | Avantax Advisory Services Inc. | 93,024 | $5.72M | 0.0% | +24.7% | 0.292% | |
5/6/2025 | Innova Wealth Partners | 14,182 | $873K | 0.5% | -68.7% | 0.045% | |
5/6/2025 | AE Wealth Management LLC | 6,408 | $394K | 0.0% | -8.3% | 0.020% | |
5/6/2025 | Choreo LLC | 4,025 | $248K | 0.0% | -7.3% | 0.013% | |
5/5/2025 | Millstone Evans Group LLC | 520 | $32K | 0.0% | +441.7% | 0.002% | |
5/5/2025 | AMG National Trust Bank | 319,196 | $19.64M | 0.5% | -0.9% | 1.002% | |
5/5/2025 | Private Advisor Group LLC | 12,114 | $745K | 0.0% | -10.6% | 0.038% | |
5/2/2025 | Bailard Inc. | 22,193 | $1.37M | 0.0% | -16.3% | 0.070% | |
5/2/2025 | Cullen Frost Bankers Inc. | 148,116 | $9.11M | 0.1% | -14.4% | 0.465% | |
5/2/2025 | Fortress Wealth Management Inc. | 15,588 | $959K | 0.5% | -4.0% | 0.049% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 800 | $49K | 0.0% | +506.1% | 0.003% | |
5/2/2025 | Strata Wealth Advisors LLC | 9,555 | $588K | 0.2% | +96.1% | 0.030% | |
5/2/2025 | Transcendent Capital Group LLC | 3,266 | $201K | 0.1% | -7.2% | 0.010% | |
5/1/2025 | CWM LLC | 111,615 | $6.87M | 0.0% | +506.4% | 0.350% | |
5/1/2025 | Ballentine Partners LLC | 119,914 | $7.38M | 0.1% | -8.6% | 0.376% | |
5/1/2025 | Family Firm Inc. | 79,330 | $4.88M | 1.1% | +1.6% | 0.249% | |
5/1/2025 | Diversify Wealth Management LLC | 8,892 | $538K | 0.0% | -6.9% | 0.028% | |
4/30/2025 | Cerity Partners LLC | 34,437 | $2.12M | 0.0% | -25.5% | 0.108% | |
4/30/2025 | Peddock Capital Advisors LLC | 27,081 | $1.67M | 0.4% | +5.8% | 0.085% | |
4/30/2025 | Axxcess Wealth Management LLC | 7,317 | $450K | 0.0% | +6.7% | 0.023% | |
4/30/2025 | Valeo Financial Advisors LLC | 25,027 | $1.54M | 0.0% | -8.7% | 0.079% | |
4/30/2025 | M&T Bank Corp | 479,547 | $29.51M | 0.1% | +1.5% | 1.506% | |
4/30/2025 | Sigma Investment Counselors Inc. | 14,392 | $886K | 0.1% | -4.8% | 0.045% | |
4/29/2025 | Financial Counselors Inc. | 3,430 | $211K | 0.0% | N/A | 0.011% | |
4/29/2025 | TD Private Client Wealth LLC | 5,043 | $310K | 0.0% | -5.3% | 0.016% | |
4/29/2025 | Envestnet Asset Management Inc. | 338,189 | $20.81M | 0.0% | +4.7% | 1.044% | |
4/29/2025 | Ifrah Financial Services Inc. | 86,460 | $5.32M | 1.5% | -0.5% | 0.267% | |
4/29/2025 | HM Payson & Co. | 450 | $28K | 0.0% | -47.1% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 262,173 | $16.13M | 0.0% | +27.2% | 0.809% | |
4/29/2025 | Sonata Capital Group Inc. | 17,161 | $1.06M | 0.5% | -2.0% | 0.053% | |
4/28/2025 | D.A. Davidson & CO. | 41,750 | $2.57M | 0.0% | -2.7% | 0.129% | |
4/28/2025 | Mutual Advisors LLC | 21,995 | $1.31M | 0.0% | -5.3% | 0.068% | |
4/28/2025 | Audent Global Asset Management LLC | 15,172 | $934K | 0.8% | -1.5% | 0.047% | |
4/28/2025 | Whitegate Investment Counselors Inc. | 12,915 | $795K | 0.3% | -27.1% | 0.040% | |
4/28/2025 | Keybank National Association OH | 243,154 | $14.96M | 0.1% | +1.4% | 0.750% | |
4/28/2025 | Arbor Trust Wealth Advisors LLC | 67,137 | $4.13M | 1.9% | +13.0% | 0.207% | |
4/25/2025 | Mather Group LLC. | 8,530 | $525K | 0.0% | +13.1% | 0.026% | |
4/25/2025 | Westside Investment Management Inc. | 12,128 | $746K | 0.2% | +11.7% | 0.037% | |
4/25/2025 | William Howard & Co Financial Advisors Inc | 158,720 | $9.77M | 9.2% | +1.1% | 0.490% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 21,191 | $1.30M | 0.1% | -10.8% | 0.065% | |
4/24/2025 | Cornerstone Advisors Asset Management LLC | 37,604 | $2.31M | 0.5% | +11.0% | 0.116% | |
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4/24/2025 | TCV Trust & Wealth Management Inc. | 19,374 | $1.19M | 0.1% | -8.4% | 0.060% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 8,460 | $521K | 0.0% | +746.0% | 0.026% | |
4/24/2025 | Oak Wealth Advisors LLC | 6,507 | $400K | 0.3% | +13.1% | 0.020% | |
4/24/2025 | Bank of Stockton | 24,883 | $1.53M | 0.5% | -35.2% | 0.077% | |
4/23/2025 | Sequoia Financial Advisors LLC | 5,786 | $356K | 0.0% | +4.6% | 0.018% | |
4/23/2025 | Bessemer Group Inc. | 4,200 | $258K | 0.0% | +40.0% | 0.013% | |
4/23/2025 | Spire Wealth Management | 25,428 | $1.57M | 0.1% | -26.1% | 0.078% | |
4/23/2025 | Cornerstone Wealth Group LLC | 81,376 | $5.01M | 0.4% | -7.3% | 0.251% | |
4/23/2025 | Post Resch Tallon Group Inc. | 5,875 | $359K | 0.4% | +16.5% | 0.018% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,596 | $1.70M | 0.0% | -13.5% | 0.085% | |