5/2/2025 | Forum Financial Management LP | 20,659 | $855K | 0.0% | -3.6% | 0.001% | |
5/2/2025 | Kingsview Wealth Management LLC | 10,945 | $453K | 0.0% | -17.6% | 0.001% | |
5/2/2025 | Woodward Diversified Capital LLC | 5,000 | $207K | 0.1% | N/A | 0.000% | |
5/2/2025 | Concord Wealth Partners | 5,436 | $225K | 0.0% | +35.6% | 0.000% | |
5/2/2025 | Cullen Frost Bankers Inc. | 1,883 | $78K | 0.0% | +71.3% | 0.000% | |
5/2/2025 | Bridgewater Advisors Inc. | 6,458 | $277K | 0.0% | N/A | 0.000% | |
5/2/2025 | Larson Financial Group LLC | 12,472 | $516K | 0.0% | -4.7% | 0.001% | |
5/2/2025 | West Family Investments Inc. | 6,318 | $261K | 0.1% | -25.8% | 0.000% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 10,710 | $443K | 0.0% | +54.5% | 0.001% | |
5/2/2025 | Poehling Capital Management INC. | 116,922 | $4.84M | 1.2% | +3.2% | 0.006% | |
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5/2/2025 | Massachusetts Financial Services Co. MA | 168,505 | $6.97M | 0.0% | +23.4% | 0.008% | |
5/2/2025 | SBI Securities Co. Ltd. | 322,294 | $13.33M | 0.4% | -1.0% | 0.016% | |
5/2/2025 | Apollon Wealth Management LLC | 5,672 | $235K | 0.0% | N/A | 0.000% | |
5/2/2025 | Hohimer Wealth Management LLC | 5,300 | $219K | 0.0% | N/A | 0.000% | |
5/2/2025 | Bogart Wealth LLC | 3,629 | $150K | 0.0% | +17.2% | 0.000% | |
5/2/2025 | Sigma Planning Corp | 6,918 | $286K | 0.0% | -19.5% | 0.000% | |
5/2/2025 | Signaturefd LLC | 45,444 | $1.88M | 0.0% | +2.3% | 0.002% | |
5/1/2025 | Bleakley Financial Group LLC | 36,693 | $1.52M | 0.0% | +24.0% | 0.002% | |
5/1/2025 | CWM LLC | 8,676 | $359K | 0.0% | -6.9% | 0.000% | |
5/1/2025 | Schechter Investment Advisors LLC | 7,537 | $312K | 0.0% | -11.7% | 0.000% | |
5/1/2025 | Kathmere Capital Management LLC | 66,816 | $2.76M | 0.2% | +8.6% | 0.003% | |
5/1/2025 | Ballentine Partners LLC | 12,298 | $509K | 0.0% | +3.8% | 0.001% | |
5/1/2025 | Applied Capital LLC FL | 23,284 | $963K | 0.8% | +1.1% | 0.001% | |
4/30/2025 | Investment Management Associates Inc. ADV | 590,935 | $24.45M | 10.0% | -3.5% | 0.029% | |
4/30/2025 | Cerity Partners LLC | 53,537 | $2.22M | 0.0% | +8.2% | 0.003% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 15,778 | $653K | 0.1% | +11.8% | 0.001% | |
4/30/2025 | Greenleaf Trust | 22,722 | $940K | 0.0% | +2.3% | 0.001% | |
4/30/2025 | Personal CFO Solutions LLC | 7,791 | $322K | 0.1% | +9.2% | 0.000% | |
4/30/2025 | Valeo Financial Advisors LLC | 24,336 | $1.01M | 0.0% | +11.1% | 0.001% | |
4/30/2025 | M&T Bank Corp | 53,205 | $2.20M | 0.0% | +4.5% | 0.003% | |
4/30/2025 | 49 Wealth Management LLC | 15,999 | $662K | 0.1% | N/A | 0.001% | |
4/30/2025 | May Hill Capital LLC | 8,314 | $344K | 0.1% | N/A | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 15,151 | $627K | 0.0% | +7.8% | 0.001% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 14,004 | $590K | 0.1% | N/A | 0.001% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 79,162 | $3.28M | 0.4% | +19.1% | 0.004% | |
4/30/2025 | Dupree Financial Group LLC | 393,460 | $16.28M | 6.6% | +1.1% | 0.019% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 6,566 | $272K | 0.1% | -6.4% | 0.000% | |
4/30/2025 | Interchange Capital Partners LLC | 6,034 | $250K | 0.1% | -5.4% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 301,614 | $12.48M | 0.4% | -2.9% | 0.015% | |
4/29/2025 | Financial Counselors Inc. | 174,298 | $7.21M | 0.1% | -4.5% | 0.008% | |
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4/29/2025 | YANKCOM Partnership | 11,015 | $456K | 0.3% | -9.3% | 0.001% | |
4/29/2025 | Callan Capital LLC | 8,268 | $342K | 0.0% | +31.4% | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 40,188 | $1.66M | 0.0% | -8.5% | 0.002% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,447,083 | $59.87M | 0.0% | +3.0% | 0.070% | |
4/29/2025 | Meridian Investment Counsel Inc. | 59,537 | $2.46M | 0.7% | +1.4% | 0.003% | |
4/29/2025 | Concurrent Investment Advisors LLC | 7,312 | $302K | 0.0% | -84.7% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 193,292 | $8.00M | 0.0% | +41.9% | 0.009% | |
4/29/2025 | World Investment Advisors | 8,834 | $365K | 0.0% | +11.4% | 0.000% | |
4/29/2025 | Wayfinding Financial LLC | 3,376 | $139K | 0.1% | N/A | 0.000% | |
4/29/2025 | Ceera Investments LLC | 32,965 | $1.36M | 0.5% | +15.6% | 0.002% | |
4/29/2025 | Phil A. Younker & Associates Ltd. | 46,674 | $1.93M | 1.9% | +0.9% | 0.002% | |
4/29/2025 | GF Fund Management CO. LTD. | 11,301 | $468K | 0.0% | N/A | 0.001% | |
4/29/2025 | 44 Wealth Management LLC | 28,711 | $1.19M | 0.4% | -18.4% | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 8,952 | $370K | 0.0% | +15.6% | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 45,035 | $1.86M | 0.0% | -5.6% | 0.002% | |
4/28/2025 | Rosenberg Matthew Hamilton | 602 | $25K | 0.0% | +87.0% | 0.000% | |
4/28/2025 | Mutual Advisors LLC | 11,238 | $473K | 0.0% | +42.7% | 0.001% | |
4/28/2025 | Meritage Portfolio Management | 100,518 | $4.16M | 0.3% | -1.9% | 0.005% | |
4/28/2025 | Ativo Capital Management LLC | 17,028 | $704K | 0.6% | N/A | 0.001% | |
4/28/2025 | Weaver Consulting Group | 10,159 | $420K | 0.1% | -8.7% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 2,098 | $87K | 0.0% | +15.7% | 0.000% | |
4/28/2025 | Aaron Wealth Advisors LLC | 13,811 | $571K | 0.1% | +3.4% | 0.001% | |
4/28/2025 | First Bank & Trust | 24,206 | $1.00M | 0.2% | -18.0% | 0.001% | |
4/28/2025 | Rossby Financial LCC | 5,479 | $230K | 0.1% | N/A | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 19,844 | $821K | 0.0% | -10.4% | 0.001% | |
4/25/2025 | Mather Group LLC. | 644 | $27K | 0.0% | +292.7% | 0.000% | |
4/25/2025 | Kennon Green & Company LLC | 157,703 | $6.52M | 5.3% | -0.5% | 0.008% | |
4/25/2025 | Essex LLC | 7,050 | $292K | 0.1% | N/A | 0.000% | |
4/25/2025 | Townsend & Associates Inc | 57,500 | $2.45M | 0.3% | -10.1% | 0.003% | |
4/25/2025 | Citizens National Bank Trust Department | 36,480 | $1.51M | 0.3% | +59.3% | 0.002% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 13,171 | $545K | 0.0% | +2.4% | 0.001% | |
4/25/2025 | Naviter Wealth LLC | 47,492 | $1.96M | 0.2% | +0.7% | 0.002% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 22,891 | $941K | 0.0% | +8.6% | 0.001% | |
4/24/2025 | Philip James Wealth Mangement LLC | 167,368 | $6.92M | 0.8% | +0.9% | 0.008% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 8,745 | $362K | 0.0% | N/A | 0.000% | |
4/24/2025 | Transcend Capital Advisors LLC | 5,115 | $212K | 0.0% | -13.9% | 0.000% | |
4/24/2025 | CNB Bank | 4,766 | $197K | 0.1% | -38.6% | 0.000% | |
4/24/2025 | PDS Planning Inc | 6,916 | $286K | 0.0% | +15.5% | 0.000% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 3,381 | $140K | 0.0% | +104.9% | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 20,262 | $838K | 0.0% | +49.9% | 0.001% | |
4/23/2025 | Phillips Wealth Planners LLC | 5,125 | $213K | 0.2% | N/A | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 610 | $25K | 0.0% | +100.0% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 1,117 | $45K | 0.0% | +232.4% | 0.000% | |
4/23/2025 | Valicenti Advisory Services Inc. | 176,320 | $7.29M | 1.9% | -1.2% | 0.009% | |
4/23/2025 | Edmp Inc. | 6,866 | $284K | 0.2% | +14.1% | 0.000% | |
4/23/2025 | Moran Wealth Management LLC | 159,215 | $6.59M | 0.2% | -3.8% | 0.008% | |
4/23/2025 | Consolidated Portfolio Review Corp | 9,075 | $375K | 0.1% | N/A | 0.000% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 11,405 | $472K | 0.1% | -3.7% | 0.001% | |
4/23/2025 | Chapin Davis Inc. | 8,494 | $351K | 0.1% | -10.5% | 0.000% | |
4/23/2025 | Uncommon Cents Investing LLC | 57,610 | $2.38M | 0.7% | -1.3% | 0.003% | |
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4/23/2025 | Oppenheimer & Co. Inc. | 26,827 | $1.11M | 0.0% | +2.5% | 0.001% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 233,271 | $9.65M | 0.1% | +12.0% | 0.011% | |
4/23/2025 | Continuum Advisory LLC | 1,372 | $57K | 0.0% | -18.8% | 0.000% | |
4/22/2025 | TrueMark Investments LLC | 285,343 | $11.81M | 3.1% | +53.2% | 0.014% | |
4/22/2025 | Live Oak Private Wealth LLC | 4,969 | $206K | 0.0% | N/A | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 141,906 | $5.87M | 0.0% | -2.2% | 0.007% | |
4/22/2025 | Avantra Family Wealth Inc. | 17,751 | $734K | 0.7% | -6.0% | 0.001% | |
4/22/2025 | Manning & Napier Advisors LLC | 187,168 | $7.74M | 0.1% | -2.7% | 0.009% | |
4/22/2025 | Altrius Capital Management Inc | 230,257 | $9.53M | 2.3% | -0.9% | 0.011% | |
4/22/2025 | TT Capital Management LLC | 59,790 | $2.47M | 2.1% | -0.5% | 0.003% | |