7/3/2025 | First Hawaiian Bank | 12,301 | $1.64M | 0.2% | -2.8% | 0.027% | |
7/1/2025 | Harbor Investment Advisory LLC | 1,192 | $159K | 0.0% | -8.8% | 0.003% | |
6/4/2025 | First Hawaiian Bank | 12,659 | $1.58M | 0.1% | -7.4% | 0.027% | |
5/28/2025 | Intrua Financial LLC | 1,955 | $243K | 0.0% | N/A | 0.004% | |
5/21/2025 | Geneos Wealth Management Inc. | 14,968 | $1.86M | 0.1% | +549.1% | 0.032% | |
5/20/2025 | Focus Partners Wealth | 150,854 | $18.78M | 0.0% | +1.7% | 0.327% | |
5/20/2025 | Flaharty Asset Management LLC | 970 | $121K | 0.0% | N/A | 0.002% | |
5/20/2025 | Strive Asset Management LLC | 17,919 | $2.23M | 1.6% | -20.6% | 0.039% | |
5/19/2025 | Jane Street Group LLC | 1,891 | $235K | 0.0% | -90.3% | 0.004% | |
5/19/2025 | Advisory Alpha LLC | 2,047 | $255K | 0.0% | -4.1% | 0.004% | |
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5/16/2025 | Northeast Financial Consultants Inc | 18,122 | $2.26M | 0.1% | -1.4% | 0.039% | |
5/16/2025 | Ascent Group LLC | 2,275 | $283K | 0.0% | N/A | 0.005% | |
5/16/2025 | Great Lakes Advisors LLC | 2,985 | $372K | 0.0% | -92.9% | 0.006% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 3,636 | $453K | 0.0% | -18.5% | 0.008% | |
5/16/2025 | Everstar Asset Management LLC | 4,075 | $507K | 0.1% | -18.7% | 0.009% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 10,383 | $1.29M | 0.0% | +4.9% | 0.022% | |
5/16/2025 | Goldman Sachs Group Inc. | 73,719 | $9.18M | 0.0% | -1.3% | 0.160% | |
5/16/2025 | Jones Financial Companies Lllp | 85,642 | $10.56M | 0.0% | -39.3% | 0.185% | |
5/16/2025 | NewEdge Advisors LLC | 9,726 | $1.21M | 0.0% | -20.6% | 0.021% | |
5/16/2025 | Integrated Wealth Concepts LLC | 24,419 | $3.04M | 0.0% | +18.6% | 0.053% | |
5/16/2025 | AQR Capital Management LLC | 7,565 | $942K | 0.0% | +238.6% | 0.016% | |
5/16/2025 | Ancora Advisors LLC | 492 | $61K | 0.0% | +602.9% | 0.001% | |
5/15/2025 | Paragon Private Wealth Management LLC | 8,771 | $1.09M | 0.5% | -6.1% | 0.019% | |
5/15/2025 | EP Wealth Advisors LLC | 10,072 | $1.25M | 0.0% | -1.7% | 0.022% | |
5/15/2025 | LGL Partners LLC | 10,498 | $1.31M | 0.6% | -26.4% | 0.023% | |
5/15/2025 | Royal Bank of Canada | 362,855 | $45.18M | 0.0% | -8.5% | 0.785% | |
5/15/2025 | MAI Capital Management | 93,003 | $11.58M | 0.1% | -0.7% | 0.201% | |
5/15/2025 | Calton & Associates Inc. | 4,348 | $541K | 0.1% | -5.0% | 0.009% | |
5/15/2025 | Baird Financial Group Inc. | 42,908 | $5.34M | 0.0% | -3.9% | 0.093% | |
5/15/2025 | Oarsman Capital Inc. | 15,323 | $1.91M | 0.3% | -10.2% | 0.033% | |
5/14/2025 | Wealth Preservation Advisors LLC | 438 | $55K | 0.0% | N/A | 0.001% | |
5/14/2025 | Ieq Capital LLC | 8,462 | $1.05M | 0.0% | +90.7% | 0.018% | |
5/14/2025 | Redwood Investment Management LLC | 23,956 | $2.98M | 0.3% | N/A | 0.052% | |
5/14/2025 | PKS Advisory Services LLC | 6,232 | $776K | 0.2% | +9.9% | 0.013% | |
5/14/2025 | Comerica Bank | 37,909 | $4.72M | 0.0% | -1.0% | 0.082% | |
5/14/2025 | Freedom Investment Management Inc. | 3,801 | $473K | 0.0% | +67.4% | 0.008% | |
5/14/2025 | Synovus Financial Corp | 3,491 | $435K | 0.0% | +4.0% | 0.008% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 801,556 | $99.79M | 0.1% | +13.5% | 1.735% | |
5/14/2025 | Kestra Advisory Services LLC | 58,941 | $7.34M | 0.0% | +5.2% | 0.128% | |
5/14/2025 | Compound Planning Inc. | 44,578 | $5.55M | 0.3% | +16.1% | 0.096% | |
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5/14/2025 | Ameriprise Financial Inc. | 510,437 | $63.40M | 0.0% | -0.4% | 1.105% | |
5/14/2025 | Summit Financial LLC | 4,347 | $541K | 0.0% | +26.0% | 0.009% | |
5/14/2025 | Tiemann Investment Advisors LLC | 13,931 | $1.74M | 0.8% | -1.2% | 0.030% | |
5/14/2025 | Asset Management Group Inc. | 37,532 | $4.67M | 0.9% | -0.2% | 0.081% | |
5/14/2025 | Capital Analysts LLC | 10,142 | $1.26M | 0.0% | +6.9% | 0.022% | |
5/14/2025 | Level Four Advisory Services LLC | 42,550 | $5.30M | 0.2% | +0.4% | 0.092% | |
5/14/2025 | Vertex Planning Partners LLC | 4,095 | $510K | 0.1% | -2.5% | 0.009% | |
5/14/2025 | Venture Visionary Partners LLC | 2,157 | $269K | 0.0% | -50.5% | 0.005% | |
5/14/2025 | Fuller & Thaler Asset Management Inc. | 5,973 | $744K | 0.0% | +74.1% | 0.013% | |
5/14/2025 | Financial Advisors Network Inc. | 54,793 | $6.82M | 1.1% | +0.9% | 0.119% | |
5/14/2025 | M Holdings Securities Inc. | 99,240 | $12.36M | 2.1% | +4.9% | 0.215% | |
5/14/2025 | RWA Wealth Partners LLC | 5,311 | $661K | 0.0% | +15.1% | 0.011% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 31,374 | $3.91M | 0.8% | +9.9% | 0.068% | |
5/13/2025 | Blue Edge Capital LLC | 23,040 | $2.87M | 0.5% | -3.4% | 0.050% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 67,184 | $8.36M | 0.1% | -1.1% | 0.145% | |
5/13/2025 | Raymond James Financial Inc. | 347,825 | $43.30M | 0.0% | -10.4% | 0.753% | |
5/13/2025 | Cresset Asset Management LLC | 24,127 | $3.00M | 0.0% | -6.3% | 0.052% | |
5/13/2025 | Schneider Downs Wealth Management Advisors LP | 186,965 | $23.28M | 4.2% | +14.7% | 0.405% | |
5/13/2025 | Gen Wealth Partners Inc | 1,836 | $229K | 0.1% | +10.0% | 0.004% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 13,434 | $1.67M | 0.1% | -35.2% | 0.029% | |
5/13/2025 | Inspire Trust Co. N.A. | 63,000 | $7.84M | 1.9% | +13.2% | 0.136% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 16,702 | $2.08M | 0.0% | +4.2% | 0.036% | |
5/13/2025 | Evensky & Katz LLC | 10,058 | $1.25M | 0.1% | -1.0% | 0.022% | |
5/13/2025 | Centerpoint Advisors LLC | 44,013 | $5.48M | 2.0% | -3.5% | 0.095% | |
5/13/2025 | Russell Investments Group Ltd. | 923 | $115K | 0.0% | +770.8% | 0.002% | |
5/13/2025 | HighTower Advisors LLC | 361,901 | $45.06M | 0.1% | +2.4% | 0.783% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 23,912 | $2.98M | 0.0% | -3.6% | 0.052% | |
5/12/2025 | Meridian Wealth Management LLC | 7,677 | $956K | 0.0% | -6.7% | 0.017% | |
5/12/2025 | SouthState Corp | 2,349 | $292K | 0.0% | +77.3% | 0.005% | |
5/12/2025 | King Luther Capital Management Corp | 2,582 | $321K | 0.0% | +16.7% | 0.006% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 13,071 | $1.63M | 0.3% | -3.3% | 0.028% | |
5/12/2025 | Taylor Financial Group Inc. | 16,232 | $2.02M | 1.4% | +3.1% | 0.035% | |
5/12/2025 | First Western Trust Bank | 3,305 | $411K | 0.0% | -7.6% | 0.007% | |
5/12/2025 | Summit Financial Strategies Inc. | 1,822 | $227K | 0.0% | -6.1% | 0.004% | |
5/12/2025 | National Bank of Canada FI | 1,302 | $162K | 0.0% | +14.4% | 0.003% | |
5/12/2025 | Citigroup Inc. | 53,359 | $6.64M | 0.0% | +14.3% | 0.115% | |
5/9/2025 | 1834 Investment Advisors Co. | 29,360 | $3.66M | 0.5% | -3.1% | 0.064% | |
5/9/2025 | Chicago Partners Investment Group LLC | 42,277 | $5.24M | 0.2% | +0.7% | 0.092% | |
5/9/2025 | Renasant Bank | 8,208 | $1.02M | 0.7% | -4.8% | 0.018% | |
5/9/2025 | Wealthspire Advisors LLC | 10,427 | $1.30M | 0.0% | +6.5% | 0.023% | |
5/9/2025 | Associated Banc Corp | 21,884 | $2.73M | 0.1% | -0.4% | 0.047% | |
5/9/2025 | Atria Wealth Solutions Inc. | 82,570 | $10.28M | 0.1% | +0.3% | 0.179% | |
5/9/2025 | Cary Street Partners Financial LLC | 8,245 | $1.03M | 0.0% | -11.2% | 0.018% | |
5/9/2025 | Thoroughbred Financial Services LLC | 2,908 | $362K | 0.0% | +15.7% | 0.006% | |
5/9/2025 | Probity Advisors Inc. | 102,808 | $12.80M | 2.5% | +3.1% | 0.223% | |
5/9/2025 | Commonwealth Equity Services LLC | 504,285 | $62.78M | 0.1% | +3.2% | 1.092% | |
5/9/2025 | Blair William & Co. IL | 11,003 | $1.37M | 0.0% | -10.4% | 0.024% | |
5/9/2025 | Palisades Hudson Asset Management L.P. | 95,901 | $11.94M | 5.4% | -3.1% | 0.208% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,003,844 | $124.98M | 0.1% | -1.9% | 2.173% | |
5/8/2025 | SPC Financial Inc. | 200,628 | $24.98M | 2.2% | +1.6% | 0.434% | |
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5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 3,068 | $382K | 0.1% | -49.5% | 0.007% | |
5/8/2025 | US Bancorp DE | 82,321 | $10.25M | 0.1% | -4.1% | 0.178% | |
5/8/2025 | EFG Asset Management Americas Corp. | 6,792 | $846K | 0.2% | -4.9% | 0.015% | |
5/8/2025 | Cordatus Wealth Management LLC | 61,953 | $7.71M | 2.1% | N/A | 0.134% | |
5/8/2025 | Private Advisory Group LLC | 5,832 | $726K | 0.1% | -3.1% | 0.013% | |
5/8/2025 | Sovereign Investment Advisors LLC | 11,437 | $1.50M | 0.5% | -0.9% | 0.025% | |
5/8/2025 | NorthRock Partners LLC | 19,103 | $2.38M | 0.1% | -9.5% | 0.041% | |
5/8/2025 | Modera Wealth Management LLC | 12,691 | $1.58M | 0.0% | -10.0% | 0.027% | |
5/8/2025 | Arkadios Wealth Advisors | 18,127 | $2.26M | 0.1% | -3.6% | 0.039% | |
5/8/2025 | Carl P. Sherr & Co. LLC | 4,493 | $559K | 0.3% | -2.7% | 0.010% | |