7/11/2025 | Congress Park Capital LLC | 227,048 | $11.51M | 3.8% | -29.1% | 0.191% | |
7/11/2025 | Capital Advantage Inc. | 88,496 | $4.49M | 0.7% | -19.3% | 0.074% | |
7/11/2025 | Farther Finance Advisors LLC | 20,739 | $1.05M | 0.0% | +27.5% | 0.017% | |
7/11/2025 | Eagle Bay Advisors LLC | 4,183 | $212K | 0.2% | -9.9% | 0.004% | |
7/11/2025 | LongView Wealth Management | 119,221 | $6.05M | 1.8% | +0.3% | 0.100% | |
7/10/2025 | Charter Oak Capital Management LLC | 7,340 | $372K | 0.0% | +7.1% | 0.006% | |
7/10/2025 | YHB Investment Advisors Inc. | 5,727 | $290K | 0.0% | -6.9% | 0.005% | |
7/10/2025 | Exchange Traded Concepts LLC | 770,716 | $39.08M | 0.5% | -49.7% | 0.648% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,644,271 | $133.62M | 0.2% | -11.4% | 2.224% | |
7/10/2025 | Sovran Advisors LLC | 10,709 | $541K | 0.1% | N/A | 0.009% | |
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7/9/2025 | Dynamic Advisor Solutions LLC | 99,128 | $5.03M | 0.2% | +1,236.0% | 0.083% | |
7/9/2025 | Chesley Taft & Associates LLC | 35,046 | $1.78M | 0.1% | -7.5% | 0.029% | |
7/9/2025 | Burt Wealth Advisors | 18,358 | $931K | 0.2% | N/A | 0.015% | |
7/9/2025 | Krilogy Financial LLC | 37,645 | $1.91M | 0.1% | N/A | 0.032% | |
7/9/2025 | Bulwark Capital Corp | 2,605 | $132K | 0.1% | N/A | 0.002% | |
7/9/2025 | Sandy Cove Advisors LLC | 15,983 | $810K | 0.3% | +16.3% | 0.013% | |
7/8/2025 | Atwood & Palmer Inc. | 1,525 | $77K | 0.0% | -73.6% | 0.001% | |
7/8/2025 | Canandaigua National Bank & Trust Co. | 9,596 | $487K | 0.0% | -19.5% | 0.008% | |
7/8/2025 | First International Bank & Trust | 111,382 | $5.65M | 2.0% | -10.9% | 0.094% | |
7/8/2025 | Parallel Advisors LLC | 225,920 | $11.46M | 0.2% | +28.5% | 0.190% | |
7/8/2025 | Madison Park Capital Advisors LLC | 15,969 | $810K | 0.7% | +56.7% | 0.013% | |
7/7/2025 | New Capital Management LP | 9,995 | $507K | 0.1% | -14.8% | 0.008% | |
7/7/2025 | General Partner Inc. | 157,260 | $7.98M | 4.7% | +57.2% | 0.132% | |
7/7/2025 | Peterson Wealth Advisors LLC | 48,187 | $2.44M | 0.4% | -5.8% | 0.041% | |
5/29/2025 | Plum Street Advisors LLC | 70,717 | $3.59M | 1.7% | +15.4% | 0.059% | |
5/28/2025 | Vista Cima Wealth Management LLC | 36,013 | $1.83M | 1.3% | +11.8% | 0.030% | |
5/27/2025 | Jacobi Capital Management LLC | 33,494 | $1.70M | 0.1% | +14.7% | 0.028% | |
5/27/2025 | Iron Gate Global Advisors LLC | 685,227 | $34.74M | 4.8% | +16.8% | 0.567% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 9,513 | $482K | 0.1% | -5.5% | 0.008% | |
5/20/2025 | Acorns Advisers LLC | 971,050 | $49.23M | 0.5% | +5.6% | 0.825% | |
5/20/2025 | Belpointe Asset Management LLC | 48,703 | $2.47M | 0.1% | -4.9% | 0.041% | |
5/20/2025 | Focus Partners Wealth | 817,584 | $41.45M | 0.1% | +422.2% | 0.694% | |
5/19/2025 | Jane Street Group LLC | 206,046 | $10.45M | 0.0% | +126.7% | 0.175% | |
5/19/2025 | SageView Advisory Group LLC | 4,814 | $244K | 0.0% | -8.2% | 0.004% | |
5/16/2025 | Everstar Asset Management LLC | 130,295 | $6.61M | 1.2% | +1,335.8% | 0.111% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 163,974 | $8.31M | 5.9% | +22.2% | 0.139% | |
5/16/2025 | Talon Private Wealth LLC | 19,970 | $1.01M | 0.1% | +3.4% | 0.017% | |
5/16/2025 | NewEdge Advisors LLC | 30,658 | $1.55M | 0.0% | +8.5% | 0.026% | |
5/16/2025 | Advisors Asset Management Inc. | 4,770 | $242K | 0.0% | -28.0% | 0.004% | |
5/16/2025 | Aprio Wealth Management LLC | 14,045 | $712K | 0.1% | -10.2% | 0.012% | |
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5/15/2025 | Royal Bank of Canada | 2,515,423 | $127.53M | 0.0% | -21.7% | 2.136% | |
5/15/2025 | MAI Capital Management | 8,242 | $418K | 0.0% | -7.9% | 0.007% | |
5/15/2025 | Baird Financial Group Inc. | 54,840 | $2.78M | 0.0% | +21.2% | 0.047% | |
5/14/2025 | CreativeOne Wealth LLC | 183,564 | $9.31M | 0.3% | +4.0% | 0.156% | |
5/14/2025 | Jane Street Group LLC | 206,046 | $10.45M | 0.0% | +126.7% | 0.175% | |
5/14/2025 | Comerica Bank | 4,266 | $216K | 0.0% | -15.9% | 0.004% | |
5/14/2025 | Synovus Financial Corp | 103,363 | $5.24M | 0.1% | +21.1% | 0.088% | |
5/14/2025 | SVB Wealth LLC | 82,501 | $4.18M | 0.2% | -6.1% | 0.070% | |
5/14/2025 | Smartleaf Asset Management LLC | 7,302 | $370K | 0.0% | N/A | 0.006% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 35,156 | $1.78M | 0.0% | -51.0% | 0.030% | |
5/14/2025 | Haverford Trust Co | 141,709 | $7.19M | 0.1% | +3.1% | 0.120% | |
5/14/2025 | Kestra Advisory Services LLC | 19,248 | $976K | 0.0% | -78.1% | 0.016% | |
5/14/2025 | OFC Financial Planning LLC | 87,064 | $4.41M | 5.0% | -11.8% | 0.074% | |
5/14/2025 | Lionsbridge Wealth Management LLC | 34,564 | $1.75M | 1.6% | -40.4% | 0.029% | |
5/14/2025 | Capital Wealth Alliance LLC | 26,200 | $1.33M | 0.8% | -6.6% | 0.022% | |
5/14/2025 | Elevate Wealth Advisory Inc. | 13,017 | $660K | 0.5% | -5.7% | 0.011% | |
5/14/2025 | Vertex Planning Partners LLC | 44,568 | $2.26M | 0.5% | N/A | 0.038% | |
5/14/2025 | ZEGA Investments LLC | 23,083 | $1.17M | 0.2% | +249.6% | 0.020% | |
5/13/2025 | Sand Hill Global Advisors LLC | 387,149 | $19.63M | 0.8% | +27.4% | 0.329% | |
5/13/2025 | Aptus Capital Advisors LLC | 21,964 | $1.11M | 0.0% | +123.0% | 0.019% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 69,666 | $3.53M | 0.8% | +9.7% | 0.059% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 78,125 | $3.96M | 0.0% | -1.1% | 0.066% | |
5/13/2025 | Raymond James Financial Inc. | 849,717 | $43.08M | 0.0% | -42.9% | 0.722% | |
5/13/2025 | Cresset Asset Management LLC | 21,639 | $1.10M | 0.0% | -18.3% | 0.018% | |
5/13/2025 | Heck Capital Advisors LLC | 5,781 | $293K | 0.0% | -3.6% | 0.005% | |
5/13/2025 | Klingman & Associates LLC | 6,723 | $341K | 0.0% | N/A | 0.006% | |
5/13/2025 | MSH Capital Advisors LLC | 56,178 | $2.85M | 0.9% | -0.9% | 0.048% | |
5/13/2025 | Ariadne Wealth Management LP | 129,668 | $6.55M | 3.5% | -47.9% | 0.110% | |
5/13/2025 | Bulltick Wealth Management LLC | 198,113 | $10.04M | 2.7% | +1,165.9% | 0.168% | |
5/13/2025 | HighTower Advisors LLC | 81,090 | $4.11M | 0.0% | -7.5% | 0.069% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 73,467 | $3.73M | 0.0% | +1.4% | 0.062% | |
5/12/2025 | Cynosure Group LLC | 439,492 | $22.28M | 3.1% | -1.4% | 0.373% | |
5/12/2025 | Townsquare Capital LLC | 55,192 | $2.80M | 0.0% | -4.3% | 0.047% | |
5/12/2025 | Bristlecone Advisors LLC | 18,330 | $929K | 0.1% | +5.8% | 0.016% | |
5/12/2025 | AlphaCore Capital LLC | 15,980 | $810K | 0.1% | N/A | 0.014% | |
5/9/2025 | Foster Dykema Cabot & Partners LLC | 2,251,651 | $114.16M | 9.2% | +3.3% | 1.912% | |
5/9/2025 | Chicago Partners Investment Group LLC | 109,336 | $5.53M | 0.2% | -1.3% | 0.093% | |
5/9/2025 | WealthShield Partners LLC | 27,633 | $1.40M | 0.2% | -1.5% | 0.023% | |
5/9/2025 | Wealthspire Advisors LLC | 8,162 | $414K | 0.0% | -34.8% | 0.007% | |
5/9/2025 | Atria Wealth Solutions Inc. | 34,797 | $1.76M | 0.0% | +42.7% | 0.030% | |
5/9/2025 | Farrow Financial Inc. | 137,501 | $6.97M | 4.7% | +4.8% | 0.117% | |
5/9/2025 | Empower Advisory Group LLC | 4,114 | $209K | 0.0% | -24.1% | 0.003% | |
5/9/2025 | Costello Asset Management INC | 509 | $26K | 0.0% | N/A | 0.000% | |
5/9/2025 | BCR Wealth Strategies LLC | 71,348 | $3.62M | 1.6% | +56.7% | 0.061% | |
5/9/2025 | Cary Street Partners Financial LLC | 416,658 | $21.13M | 0.7% | +3.1% | 0.354% | |
5/9/2025 | Wells Financial Advisors INC | 2,495 | $126K | 0.2% | -82.6% | 0.002% | |
5/9/2025 | Avalon Trust Co | 2,927 | $148K | 0.0% | +215.7% | 0.002% | |
5/9/2025 | PNC Financial Services Group Inc. | 2,544 | $129K | 0.0% | +185.5% | 0.002% | |
5/8/2025 | Clearwater Capital Advisors LLC | 8,991 | $456K | 0.0% | -6.8% | 0.008% | |
5/8/2025 | Baker Avenue Asset Management LP | 7,709 | $391K | 0.0% | -13.7% | 0.007% | |
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5/8/2025 | Certified Advisory Corp | 10,603 | $538K | 0.1% | -13.6% | 0.009% | |
5/8/2025 | Howland Capital Management LLC | 68,735 | $3.49M | 0.2% | -5.5% | 0.058% | |
5/8/2025 | BCGM Wealth Management LLC | 29,853 | $1.51M | 0.5% | +7.0% | 0.025% | |
5/8/2025 | Nicolet Advisory Services LLC | 7,383 | $373K | 0.0% | +27.5% | 0.006% | |
5/8/2025 | Shufro Rose & Co. LLC | 111,414 | $5.65M | 0.4% | +0.7% | 0.095% | |
5/8/2025 | Harbour Investments Inc. | 10,861 | $551K | 0.0% | +43.4% | 0.009% | |
5/8/2025 | MGO One Seven LLC | 130,903 | $6.64M | 0.3% | -12.8% | 0.111% | |
5/8/2025 | Roble Belko & Company Inc | 346,331 | $17.56M | 2.8% | -14.2% | 0.294% | |
5/8/2025 | Delap Wealth Advisory LLC | 4,947 | $251K | 0.1% | N/A | 0.004% | |
5/8/2025 | Carl P. Sherr & Co. LLC | 4,324 | $219K | 0.1% | N/A | 0.004% | |