7/10/2025 | Global Financial Private Client LLC | 11,566 | $1.04M | 0.4% | +1.4% | 0.041% | |
7/10/2025 | Bigelow Investment Advisors LLC | 2,825 | $255K | 0.1% | -10.9% | 0.010% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 64,062 | $5.78M | 0.0% | -4.3% | 0.229% | |
7/10/2025 | Sharkey Howes & Javer | 5,048 | $455K | 0.1% | -18.6% | 0.018% | |
7/10/2025 | Sovran Advisors LLC | 13,995 | $1.26M | 0.1% | +122.0% | 0.050% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 55,592 | $5.01M | 0.2% | +7.0% | 0.199% | |
7/9/2025 | Capital Wealth Management LLC | 37,826 | $3.41M | 1.3% | +0.4% | 0.135% | |
7/9/2025 | Baron Financial Group LLC | 49,381 | $4.45M | 2.6% | +0.6% | 0.176% | |
7/8/2025 | Range Financial Group LLC | 2,871 | $259K | 0.1% | -19.2% | 0.010% | |
7/8/2025 | Lpwm LLC | 6,852 | $617K | 0.2% | -7.4% | 0.024% | |
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7/8/2025 | Ehrlich Financial Group | 2,907 | $262K | 0.2% | -17.8% | 0.010% | |
7/8/2025 | Braun Bostich & Associates Inc. | 4,339 | $391K | 0.3% | -21.1% | 0.015% | |
7/8/2025 | Advance Capital Management Inc. | 109,099 | $9.83M | 0.4% | N/A | 0.390% | |
7/7/2025 | Insight Wealth Strategies LLC | 245,103 | $21.89M | 2.8% | +90.4% | 0.875% | |
7/7/2025 | Centurion Wealth Management LLC | 8,713 | $785K | 0.2% | -17.6% | 0.031% | |
7/3/2025 | City Center Advisors LLC | 2,662 | $240K | 0.3% | N/A | 0.010% | |
7/2/2025 | Central Pacific Bank Trust Division | 36,401 | $3.28M | 0.4% | -9.9% | 0.130% | |
6/4/2025 | First Hawaiian Bank | 38,436 | $3.21M | 0.2% | -6.0% | 0.144% | |
6/3/2025 | Invst LLC | 7,971 | $666K | 0.1% | -22.2% | 0.028% | |
5/28/2025 | Anderson Financial Strategies LLC | 461 | $39K | 0.0% | N/A | 0.002% | |
5/22/2025 | BOS Asset Management LLC | 5,542 | $463K | 0.2% | +6.8% | 0.020% | |
5/20/2025 | Belpointe Asset Management LLC | 2,933 | $245K | 0.0% | N/A | 0.010% | |
5/20/2025 | Focus Partners Wealth | 7,931 | $663K | 0.0% | N/A | 0.028% | |
5/20/2025 | Integrity Alliance LLC. | 19,679 | $1.65M | 0.1% | +15.5% | 0.070% | |
5/19/2025 | Jane Street Group LLC | 62,066 | $5.19M | 0.0% | -39.4% | 0.220% | |
5/19/2025 | Advisory Alpha LLC | 444,378 | $37.14M | 1.3% | +0.2% | 1.579% | |
5/16/2025 | Ascent Group LLC | 31,411 | $2.63M | 0.1% | +167.3% | 0.112% | |
5/16/2025 | Coppell Advisory Solutions LLC | 13,588 | $1.14M | 0.1% | +8,610.3% | 0.048% | |
5/16/2025 | Arete Wealth Advisors LLC | 3,659 | $306K | 0.0% | -30.7% | 0.013% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 7,159 | $599K | 0.0% | +29.8% | 0.025% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,252,000 | $104.68M | 0.0% | +36.4% | 4.471% | |
5/16/2025 | Kestra Investment Management LLC | 15,514 | $1.30M | 0.0% | -37.0% | 0.055% | |
5/16/2025 | Cape Investment Advisory Inc. | 355 | $30K | 0.0% | +171.0% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 91,236 | $7.63M | 0.0% | +9.5% | 0.324% | |
5/16/2025 | Integrated Wealth Concepts LLC | 4,929 | $412K | 0.0% | -6.0% | 0.018% | |
5/16/2025 | Clark Capital Management Group Inc. | 27,295 | $2.28M | 0.0% | -1.4% | 0.097% | |
5/16/2025 | Concorde Asset Management LLC | 2,548 | $208K | 0.1% | -5.4% | 0.009% | |
5/16/2025 | Copperleaf Capital LLC | 8,240 | $689K | 0.4% | +14.1% | 0.029% | |
5/16/2025 | Advisors Asset Management Inc. | 9,413 | $787K | 0.0% | +7.5% | 0.033% | |
5/16/2025 | Aprio Wealth Management LLC | 3,030 | $253K | 0.0% | N/A | 0.011% | |
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5/15/2025 | Royal Bank of Canada | 54,768 | $4.58M | 0.0% | -4.1% | 0.195% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 746 | $62K | 0.0% | +537.6% | 0.003% | |
5/14/2025 | Wealth Preservation Advisors LLC | 346 | $29K | 0.0% | N/A | 0.001% | |
5/14/2025 | Transamerica Financial Advisors LLC | 5,195 | $435K | 0.0% | +3.7% | 0.018% | |
5/14/2025 | Triad Wealth Partners LLC | 18,117 | $1.52M | 0.5% | +26.1% | 0.064% | |
5/14/2025 | Guggenheim Capital LLC | 120,352 | $10.06M | 0.1% | +5.6% | 0.428% | |
5/14/2025 | CreativeOne Wealth LLC | 58,213 | $4.87M | 0.1% | +4.7% | 0.207% | |
5/14/2025 | Comerica Bank | 6,060 | $507K | 0.0% | -22.1% | 0.022% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 10,796 | $903K | 0.0% | +4.2% | 0.038% | |
5/14/2025 | Van Hulzen Asset Management LLC | 2,714 | $227K | 0.0% | -8.3% | 0.010% | |
5/14/2025 | Kestra Advisory Services LLC | 21,922 | $1.83M | 0.0% | -11.2% | 0.078% | |
5/14/2025 | 1832 Asset Management L.P. | 120,693 | $10.09M | 0.0% | -81.8% | 0.429% | |
5/14/2025 | Barnes Wealth Management Group Inc | 3,283 | $274K | 0.2% | +4.3% | 0.012% | |
5/14/2025 | CW Advisors LLC | 35,504 | $2.97M | 0.0% | N/A | 0.126% | |
5/14/2025 | Capital Analysts LLC | 4,407 | $369K | 0.0% | +3.0% | 0.016% | |
5/13/2025 | Elequin Capital LP | 74,362 | $6.22M | 0.8% | N/A | 0.264% | |
5/13/2025 | CacheTech Inc. | 174,968 | $14.42M | 2.8% | -2.1% | 0.622% | |
5/13/2025 | Adams Wealth Management | 172,416 | $14.42M | 2.8% | -2.2% | 0.612% | |
5/13/2025 | Gen Wealth Partners Inc | 3,461 | $289K | 0.1% | +16.1% | 0.012% | |
5/13/2025 | High Falls Advisors Inc | 6,171 | $516K | 0.1% | +9.8% | 0.022% | |
5/13/2025 | Lord Abbett & CO. LLC | 4,890 | $409K | 0.0% | N/A | 0.017% | |
5/13/2025 | Stone House Investment Management LLC | 7,894 | $660K | 0.1% | +57.2% | 0.028% | |
5/13/2025 | HighTower Advisors LLC | 59,593 | $4.98M | 0.0% | +10.4% | 0.212% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 12,165 | $1.02M | 0.1% | -8.6% | 0.042% | |
5/12/2025 | Scissortail Wealth Management LLC | 5,822 | $487K | 0.1% | -20.1% | 0.020% | |
5/12/2025 | Florin Court Capital LLP | 36,708 | $3.07M | 3.2% | -32.7% | 0.127% | |
5/12/2025 | Savvy Advisors Inc. | 7,962 | $666K | 0.1% | N/A | 0.027% | |
5/12/2025 | National Bank of Canada FI | 43,500 | $3.64M | 0.0% | N/A | 0.150% | |
5/9/2025 | Deutsche Bank AG | 248,000 | $20.74M | 0.0% | N/A | 0.855% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 10,895 | $911K | 0.5% | +2.0% | 0.038% | |
5/9/2025 | Tidemark LLC | 17,937 | $1.50M | 0.6% | +62.7% | 0.062% | |
5/9/2025 | WealthShield Partners LLC | 8,099 | $677K | 0.1% | +5.3% | 0.028% | |
5/9/2025 | Atria Wealth Solutions Inc. | 22,421 | $1.88M | 0.0% | -19.4% | 0.077% | |
5/9/2025 | Plan Group Financial LLC | 13,565 | $1.13M | 0.4% | +452.3% | 0.047% | |
5/9/2025 | Blair William & Co. IL | 2,788 | $233K | 0.0% | -9.4% | 0.010% | |
5/9/2025 | Liberty Wealth Management LLC | 8,011 | $670K | 0.0% | +81.8% | 0.028% | |
5/8/2025 | Baker Avenue Asset Management LP | 315,977 | $26.42M | 0.8% | +15.6% | 1.090% | |
5/8/2025 | Certified Advisory Corp | 165,636 | $13.85M | 1.6% | -1.5% | 0.571% | |
5/8/2025 | US Bancorp DE | 21,062 | $1.76M | 0.0% | -1.0% | 0.073% | |
5/8/2025 | Harbour Investments Inc. | 2,050 | $171K | 0.0% | -7.3% | 0.007% | |
5/8/2025 | Howard Capital Management Inc. | 338,606 | $28.31M | 0.5% | +0.2% | 1.168% | |
5/8/2025 | 360 Financial Inc. | 146,217 | $12.23M | 4.4% | +3.4% | 0.504% | |
5/8/2025 | Arkadios Wealth Advisors | 3,000 | $251K | 0.0% | +24.7% | 0.010% | |
5/8/2025 | Independence Financial Advisors LLC | 6,173 | $516K | 0.2% | N/A | 0.021% | |
5/7/2025 | Foundations Investment Advisors LLC | 91,597 | $7.66M | 0.1% | +19.3% | 0.316% | |
5/7/2025 | Ridgewood Investments LLC | 7,242 | $606K | 0.3% | +6.5% | 0.025% | |
5/7/2025 | LPL Financial LLC | 948,047 | $79.27M | 0.0% | +0.3% | 3.269% | |
5/7/2025 | BlueStem Wealth Partners LLC | 198,516 | $16.60M | 2.3% | +507.2% | 0.685% | |
5/7/2025 | First Heartland Consultants Inc. | 2,670 | $223K | 0.0% | N/A | 0.009% | |
5/6/2025 | Assetmark Inc. | 94,347 | $7.89M | 0.0% | -63.6% | 0.325% | |
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5/6/2025 | Cetera Investment Advisers | 203,737 | $17.03M | 0.0% | -12.0% | 0.703% | |
5/6/2025 | Avantax Advisory Services Inc. | 11,362 | $950K | 0.0% | -1.9% | 0.039% | |
5/6/2025 | Brookwood Investment Group LLC | 3,771 | $315K | 0.1% | N/A | 0.013% | |
5/6/2025 | One Wealth Advisors LLC | 5,530 | $462K | 0.1% | +7.0% | 0.019% | |
5/6/2025 | AE Wealth Management LLC | 11,901 | $995K | 0.0% | -79.6% | 0.041% | |
5/6/2025 | Wedbush Securities Inc. | 4,761 | $398K | 0.0% | -8.8% | 0.016% | |
5/6/2025 | Advisors Preferred LLC | 6,943 | $581K | 0.1% | N/A | 0.024% | |
5/6/2025 | Quadrant Private Wealth Management LLC | 5,137 | $430K | 0.1% | -5.8% | 0.018% | |
5/6/2025 | PFG Advisors | 12,117 | $1.01M | 0.1% | -1.0% | 0.042% | |
5/5/2025 | Aire Advisors LLC | 121,140 | $10.13M | 2.1% | +1.6% | 0.418% | |