5/21/2025 | McAdam LLC | 3,937 | $402K | 0.0% | N/A | 0.003% | |
5/21/2025 | Geneos Wealth Management Inc. | 18,093 | $1.85M | 0.1% | -8.5% | 0.016% | |
5/20/2025 | Focus Partners Wealth | 96,824 | $9.89M | 0.0% | -0.4% | 0.084% | |
5/20/2025 | Flaharty Asset Management LLC | 1,606 | $164K | 0.0% | N/A | 0.001% | |
5/20/2025 | Integrity Alliance LLC. | 2,021 | $206K | 0.0% | N/A | 0.002% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 34,072 | $3.48M | 2.1% | -7.5% | 0.030% | |
5/19/2025 | Jane Street Group LLC | 4,707 | $481K | 0.0% | N/A | 0.004% | |
5/19/2025 | SageView Advisory Group LLC | 6,224 | $636K | 0.0% | +63.6% | 0.005% | |
5/16/2025 | Goldman Sachs Group Inc. | 280,575 | $28.67M | 0.0% | -12.4% | 0.243% | |
5/16/2025 | National Wealth Management Group LLC | 4,762 | $487K | 0.3% | -11.0% | 0.004% | |
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5/16/2025 | NewEdge Advisors LLC | 133,355 | $13.63M | 0.1% | +8.6% | 0.116% | |
5/16/2025 | Integrated Wealth Concepts LLC | 23,346 | $2.39M | 0.0% | -21.9% | 0.020% | |
5/16/2025 | Clark Capital Management Group Inc. | 2,565 | $262K | 0.0% | -21.0% | 0.002% | |
5/16/2025 | Curi RMB Capital LLC | 7,568 | $777K | 0.0% | -42.3% | 0.007% | |
5/16/2025 | AQR Capital Management LLC | 36,442 | $3.72M | 0.0% | +6.3% | 0.032% | |
5/15/2025 | Promethium Advisors LLC | 6,967 | $716K | 0.5% | -18.0% | 0.006% | |
5/15/2025 | Paragon Private Wealth Management LLC | 13,673 | $1.40M | 0.6% | -43.0% | 0.012% | |
5/15/2025 | EP Wealth Advisors LLC | 16,833 | $1.72M | 0.0% | -7.0% | 0.015% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 8,747 | $894K | 0.0% | +237.6% | 0.008% | |
5/15/2025 | Ameriflex Group Inc. | 22,363 | $2.29M | 0.9% | +14.7% | 0.019% | |
5/15/2025 | Flputnam Investment Management Co. | 7,135 | $729K | 0.0% | +152.4% | 0.006% | |
5/15/2025 | Royal Bank of Canada | 1,416,812 | $144.77M | 0.0% | -0.8% | 1.229% | |
5/15/2025 | Betterment LLC | 2,610 | $267K | 0.0% | -28.6% | 0.002% | |
5/15/2025 | MAI Capital Management | 34,564 | $3.53M | 0.0% | -1.2% | 0.030% | |
5/15/2025 | Connecticut Wealth Management LLC | 44,365 | $4.53M | 0.2% | -66.2% | 0.038% | |
5/15/2025 | Baird Financial Group Inc. | 336,595 | $34.39M | 0.1% | +1.8% | 0.292% | |
5/15/2025 | BNP Paribas Financial Markets | 322,712 | $32.98M | 0.0% | +223.7% | 0.280% | |
5/14/2025 | RB Capital Management LLC | 2,470 | $252K | 0.1% | +4.8% | 0.002% | |
5/14/2025 | PKS Advisory Services LLC | 43,123 | $4.41M | 1.3% | +9.3% | 0.037% | |
5/14/2025 | Apexium Financial LP | 138,224 | $14.12M | 0.8% | +11.4% | 0.120% | |
5/14/2025 | Comerica Bank | 118,453 | $12.10M | 0.1% | -3.9% | 0.103% | |
5/14/2025 | Synovus Financial Corp | 30,460 | $3.11M | 0.0% | -16.3% | 0.026% | |
5/14/2025 | Jump Financial LLC | 25,838 | $2.64M | 0.0% | +7.8% | 0.022% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 152,506 | $15.58M | 0.0% | -25.3% | 0.132% | |
5/14/2025 | Sax Wealth Advisors LLC | 3,579 | $366K | 0.0% | +48.2% | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 50,001 | $5.11M | 0.0% | -7.5% | 0.043% | |
5/14/2025 | Compound Planning Inc. | 15,296 | $1.56M | 0.1% | +3.0% | 0.013% | |
5/14/2025 | Ameriprise Financial Inc. | 639,089 | $65.32M | 0.0% | -6.6% | 0.555% | |
5/14/2025 | Summit Financial LLC | 67,043 | $6.85M | 0.2% | +721.8% | 0.058% | |
5/14/2025 | Flow Traders U.S. LLC | 9,373 | $958K | 0.0% | -28.8% | 0.008% | |
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5/14/2025 | Partners Capital Investment Group LLP | 9,086 | $928K | 0.0% | +100.0% | 0.008% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 78,089 | $7.98M | 3.6% | +3.5% | 0.068% | |
5/14/2025 | Tradition Wealth Management LLC | 69,392 | $7.09M | 0.6% | -0.3% | 0.060% | |
5/14/2025 | Venture Visionary Partners LLC | 50,475 | $5.16M | 0.2% | +5.0% | 0.044% | |
5/13/2025 | Aptus Capital Advisors LLC | 15,878 | $1.62M | 0.0% | +11.1% | 0.014% | |
5/13/2025 | Freestone Capital Holdings LLC | 4,037 | $412K | 0.0% | -9.5% | 0.003% | |
5/13/2025 | Spreng Capital Management Inc. | 9,320 | $952K | 0.4% | -2.8% | 0.008% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 32,525 | $3.32M | 0.0% | -1.5% | 0.028% | |
5/13/2025 | Tyler Stone Wealth Management | 58,548 | $5.98M | 1.1% | -1.2% | 0.050% | |
5/13/2025 | Raymond James Financial Inc. | 1,987,415 | $203.07M | 0.1% | -11.4% | 1.710% | |
5/13/2025 | Pinnacle Holdings LLC | 4,078 | $417K | 0.2% | +55.5% | 0.004% | |
5/13/2025 | Cresset Asset Management LLC | 1,724,055 | $176.96M | 0.9% | +4.8% | 1.484% | |
5/13/2025 | Tocqueville Asset Management L.P. | 2,690 | $275K | 0.0% | -33.8% | 0.002% | |
5/13/2025 | United Capital Management of KS Inc. | 3,641 | $372K | 0.1% | -20.9% | 0.003% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 2,211 | $226K | 0.0% | N/A | 0.002% | |
5/13/2025 | Azimuth Capital Investment Management LLC | 4,910 | $502K | 0.0% | +21.1% | 0.004% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 3,110 | $318K | 0.0% | -39.2% | 0.003% | |
5/13/2025 | Ted Buchan & Co | 71,797 | $7.34M | 3.5% | -11.3% | 0.062% | |
5/13/2025 | Heck Capital Advisors LLC | 22,170 | $2.27M | 0.3% | -64.4% | 0.019% | |
5/13/2025 | MSH Capital Advisors LLC | 46,137 | $4.71M | 1.5% | +6.6% | 0.040% | |
5/13/2025 | Dagco Inc. | 2,678 | $274K | 0.1% | -24.2% | 0.002% | |
5/13/2025 | HighTower Advisors LLC | 125,149 | $12.79M | 0.0% | -11.5% | 0.108% | |
5/12/2025 | Meridian Wealth Management LLC | 12,421 | $1.27M | 0.1% | +14.4% | 0.011% | |
5/12/2025 | SouthState Corp | 20,918 | $2.14M | 0.1% | N/A | 0.018% | |
5/12/2025 | Cooper Financial Group | 2,756 | $282K | 0.0% | -34.4% | 0.002% | |
5/12/2025 | Aveo Capital Partners LLC | 2,083 | $204K | 0.0% | -69.2% | 0.002% | |
5/12/2025 | American Alpha Advisors LLC | 91,697 | $9.37M | 7.9% | N/A | 0.079% | |
5/12/2025 | Benjamin Edwards Inc. | 74,313 | $7.59M | 0.1% | -1.7% | 0.064% | |
5/12/2025 | Avant Capital LLC | 41,129 | $4.20M | 3.5% | -0.3% | 0.035% | |
5/12/2025 | Founders Financial Alliance LLC | 2,629 | $269K | 0.1% | +21.0% | 0.002% | |
5/12/2025 | National Bank of Canada FI | 384,393 | $39.28M | 0.0% | +180.4% | 0.331% | |
5/12/2025 | Citigroup Inc. | 75,654 | $7.73M | 0.0% | -8.3% | 0.065% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 5,067 | $517K | 0.1% | N/A | 0.004% | |
5/12/2025 | Beam Wealth Advisors Inc. | 23,049 | $2.36M | 0.8% | -1.4% | 0.020% | |
5/12/2025 | WealthPlan Investment Management LLC | 8,036 | $821K | 0.1% | -5.8% | 0.007% | |
5/12/2025 | Red Crane Wealth Management LLC | 6,571 | $671K | 0.6% | +2.1% | 0.006% | |
5/9/2025 | Strategy Asset Managers LLC | 2,110 | $216K | 0.0% | -34.2% | 0.002% | |
5/9/2025 | Nicholas Hoffman & Company LLC. | 4,733 | $484K | 0.0% | -9.7% | 0.004% | |
5/9/2025 | WealthShield Partners LLC | 55,604 | $5.69M | 0.7% | +85.2% | 0.048% | |
5/9/2025 | MGB Wealth Management LLC | 18,551 | $1.90M | 0.7% | -4.3% | 0.016% | |
5/9/2025 | Wealthspire Advisors LLC | 492,073 | $50.28M | 0.3% | -2.2% | 0.423% | |
5/9/2025 | Atria Wealth Solutions Inc. | 60,066 | $6.16M | 0.1% | -10.6% | 0.052% | |
5/9/2025 | Advyzon Investment Management LLC | 7,892 | $806K | 0.3% | N/A | 0.007% | |
5/9/2025 | Thoroughbred Financial Services LLC | 65,370 | $6.68M | 0.4% | -9.4% | 0.056% | |
5/9/2025 | Kickstand Ventures LLC. | 58,528 | $5.98M | 1.5% | +683.9% | 0.050% | |
5/9/2025 | Sound Financial Strategies Group LLC | 12,659 | $1.29M | 1.2% | +46.6% | 0.011% | |
5/9/2025 | Commonwealth Equity Services LLC | 911,361 | $93.12M | 0.1% | +0.8% | 0.784% | |
5/9/2025 | Blair William & Co. IL | 57,891 | $5.92M | 0.0% | -3.0% | 0.050% | |
5/9/2025 | Scotia Capital Inc. | 39,258 | $4.01M | 0.0% | +273.1% | 0.034% | |
5/9/2025 | Cheviot Value Management LLC | 349 | $34K | 0.0% | N/A | 0.000% | |
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5/9/2025 | PNC Financial Services Group Inc. | 34,499 | $3.53M | 0.0% | +32.2% | 0.030% | |
5/8/2025 | IFG Advisory LLC | 395,305 | $40.39M | 2.2% | +2.6% | 0.340% | |
5/8/2025 | MONECO Advisors LLC | 16,601 | $1.70M | 0.2% | -15.2% | 0.014% | |
5/8/2025 | Moors & Cabot Inc. | 26,826 | $2.74M | 0.1% | +7.9% | 0.023% | |
5/8/2025 | ProVise Management Group LLC | 3,936 | $402K | 0.0% | -3.4% | 0.003% | |
5/8/2025 | Howland Capital Management LLC | 6,048 | $621K | 0.0% | -18.6% | 0.005% | |
5/8/2025 | US Bancorp DE | 72,398 | $7.40M | 0.0% | -0.7% | 0.062% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,065 | $518K | 0.0% | +12.2% | 0.004% | |
5/8/2025 | Harbour Investments Inc. | 5,815 | $594K | 0.0% | -7.3% | 0.005% | |
5/8/2025 | MGO One Seven LLC | 23,102 | $2.36M | 0.1% | -8.6% | 0.020% | |