5/20/2025 | Belpointe Asset Management LLC | 11,435 | $370K | 0.0% | -48.2% | 0.005% | |
5/16/2025 | Empowered Funds LLC | 18,340 | $593K | 0.0% | +139.9% | 0.008% | |
5/16/2025 | Northeast Financial Consultants Inc | 3,142,688 | $101.70M | 4.5% | +33.1% | 1.378% | |
5/16/2025 | CTC Alternative Strategies Ltd. | 6,600 | $214K | 0.3% | N/A | 0.003% | |
5/16/2025 | Goldman Sachs Group Inc. | 8,754 | $283K | 0.0% | -92.9% | 0.004% | |
5/16/2025 | Talon Private Wealth LLC | 6,058 | $204K | 0.0% | +100.0% | 0.003% | |
5/16/2025 | Punch & Associates Investment Management Inc. | 154,704 | $5.01M | 0.3% | -42.7% | 0.068% | |
5/16/2025 | Integrated Wealth Concepts LLC | 47,823 | $1.55M | 0.0% | -7.1% | 0.021% | |
5/16/2025 | Alliancebernstein L.P. | 746,736 | $24.16M | 0.0% | -11.2% | 0.328% | |
5/16/2025 | AQR Capital Management LLC | 27,484 | $889K | 0.0% | -51.9% | 0.012% | |
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5/16/2025 | Advisors Asset Management Inc. | 191,954 | $6.21M | 0.1% | +7.5% | 0.084% | |
5/15/2025 | Ares Management LLC | 791,100 | $25.60M | 1.6% | -27.0% | 0.347% | |
5/15/2025 | Cubist Systematic Strategies LLC | 173,536 | $5.62M | 0.0% | N/A | 0.076% | |
5/15/2025 | Royal Bank of Canada | 1,640,409 | $53.08M | 0.0% | +7.0% | 0.719% | |
5/15/2025 | MAI Capital Management | 35,621 | $1.15M | 0.0% | -10.2% | 0.016% | |
5/15/2025 | FRG Family Wealth Advisors LLC | 16,630 | $538K | 0.1% | +9.9% | 0.007% | |
5/15/2025 | Baird Financial Group Inc. | 358,925 | $11.62M | 0.0% | +1.4% | 0.157% | |
5/15/2025 | Activest Wealth Management | 102,004 | $3.30M | 0.9% | -17.9% | 0.045% | |
5/15/2025 | Evergreen Capital Management LLC | 18,433 | $611K | 0.0% | -18.3% | 0.008% | |
5/15/2025 | Lansforsakringar Fondforvaltning AB publ | 10,989 | $356K | 0.0% | N/A | 0.005% | |
5/15/2025 | OMERS ADMINISTRATION Corp | 589,896 | $19.09M | 0.2% | +12.3% | 0.259% | |
5/15/2025 | Callodine Capital Management LP | 200,000 | $6.47M | 1.1% | -11.1% | 0.088% | |
5/14/2025 | Wealth Preservation Advisors LLC | 914 | $30K | 0.0% | N/A | 0.000% | |
5/14/2025 | Comerica Bank | 37,429 | $1.21M | 0.0% | -6.8% | 0.016% | |
5/14/2025 | Jump Financial LLC | 11,632 | $376K | 0.0% | N/A | 0.005% | |
5/14/2025 | SVB Wealth LLC | 2,045 | $66K | 0.0% | N/A | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,270 | $41K | 0.0% | +45.1% | 0.001% | |
5/14/2025 | 1832 Asset Management L.P. | 566,000 | $18.32M | 0.0% | -24.2% | 0.248% | |
5/14/2025 | Compound Planning Inc. | 25,262 | $817K | 0.0% | +32.9% | 0.011% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 41,491 | $1.34M | 0.6% | +49.5% | 0.018% | |
5/14/2025 | Venture Visionary Partners LLC | 128,992 | $4.17M | 0.2% | -2.4% | 0.057% | |
5/13/2025 | Cascade Financial Partners LLC | 6,676 | $216K | 0.0% | -18.6% | 0.003% | |
5/13/2025 | Ethos Financial Group LLC | 112,563 | $3.71M | 0.4% | +19.7% | 0.049% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 236,021 | $7.64M | 0.1% | +16.5% | 0.104% | |
5/13/2025 | Raymond James Financial Inc. | 633,306 | $20.49M | 0.0% | -3.7% | 0.278% | |
5/13/2025 | Cresset Asset Management LLC | 66,510 | $2.20M | 0.0% | +16.5% | 0.029% | |
5/13/2025 | Aberdeen Group plc | 182,280 | $5.84M | 0.0% | +115.1% | 0.080% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 11,929 | $386K | 0.0% | +14.4% | 0.005% | |
5/13/2025 | Rathbones Group PLC | 38,473 | $1.25M | 0.0% | -25.8% | 0.017% | |
5/13/2025 | HighTower Advisors LLC | 1,136,475 | $36.78M | 0.0% | -5.4% | 0.498% | |
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5/12/2025 | Independent Advisor Alliance | 8,218 | $266K | 0.0% | N/A | 0.004% | |
5/12/2025 | Barnett & Company Inc. | 63,245 | $2.05M | 1.7% | -10.0% | 0.028% | |
5/12/2025 | Cooper Financial Group | 9,081 | $294K | 0.0% | -66.7% | 0.004% | |
5/12/2025 | Entropy Technologies LP | 57,754 | $1.87M | 0.2% | +71.9% | 0.025% | |
5/12/2025 | Invesco Ltd. | 78,063 | $2.53M | 0.0% | -15.5% | 0.034% | |
5/12/2025 | Townsquare Capital LLC | 12,097 | $391K | 0.0% | N/A | 0.005% | |
5/12/2025 | AlphaCore Capital LLC | 84,819 | $2.75M | 0.2% | N/A | 0.037% | |
5/12/2025 | Potentia Wealth | 284,962 | $9.22M | 4.3% | +55.6% | 0.125% | |
5/9/2025 | Chicago Partners Investment Group LLC | 7,487 | $222K | 0.0% | +5.0% | 0.003% | |
5/9/2025 | Evolution Wealth Advisors LLC | 11,595 | $375K | 0.1% | +59.4% | 0.005% | |
5/9/2025 | MGB Wealth Management LLC | 40,891 | $1.32M | 0.5% | +104.2% | 0.018% | |
5/9/2025 | Wealthspire Advisors LLC | 18,882 | $611K | 0.0% | -1.8% | 0.008% | |
5/9/2025 | Atria Wealth Solutions Inc. | 79,708 | $2.58M | 0.0% | +29.9% | 0.035% | |
5/9/2025 | Sfmg LLC | 225,894 | $7.31M | 0.6% | +3.4% | 0.099% | |
5/9/2025 | Seelaus Asset Management LLC | 15,250 | $493K | 0.5% | +8.9% | 0.007% | |
5/9/2025 | IPG Investment Advisors LLC | 16,540 | $548K | 0.1% | -15.4% | 0.007% | |
5/9/2025 | Marble Harbor Investment Counsel LLC | 7,250 | $235K | 0.0% | -51.2% | 0.003% | |
5/9/2025 | Blair William & Co. IL | 107,466 | $3.48M | 0.0% | +83.5% | 0.047% | |
5/9/2025 | CCLA Investment Management | 3,214,583 | $104.02M | 1.8% | +54.1% | 1.411% | |
5/9/2025 | Aviso Wealth Management | 39,492 | $1.28M | 0.7% | +1.1% | 0.017% | |
5/9/2025 | PNC Financial Services Group Inc. | 3,050 | $99K | 0.0% | +123.4% | 0.001% | |
5/8/2025 | Baker Avenue Asset Management LP | 89,188 | $2.89M | 0.1% | +4.2% | 0.039% | |
5/8/2025 | Moors & Cabot Inc. | 14,867 | $481K | 0.0% | -2.7% | 0.007% | |
5/8/2025 | Pasadena Private Wealth LLC | 25,980 | $841K | 0.2% | +61.4% | 0.011% | |
5/8/2025 | Natixis Advisors LLC | 15,391 | $498K | 0.0% | +20.6% | 0.007% | |
5/8/2025 | Wellington Shields & Co. LLC | 31,294 | $1.01M | 0.3% | +8.7% | 0.014% | |
5/8/2025 | Mesirow Financial Investment Management Inc. | 12,320 | $399K | 0.0% | -37.3% | 0.005% | |
5/8/2025 | First National Trust Co | 159,605 | $5.17M | 0.2% | +22.7% | 0.070% | |
5/8/2025 | Nan Fung Trinity HK Ltd. | 337,068 | $10.91M | 1.7% | +69.1% | 0.148% | |
5/7/2025 | LPL Financial LLC | 873,618 | $28.27M | 0.0% | +50.8% | 0.383% | |
5/7/2025 | Resolute Wealth Strategies LLC | 232,023 | $7.51M | 4.2% | +7.6% | 0.102% | |
5/7/2025 | Allen Investment Management LLC | 533,834 | $17.28M | 0.2% | +71.2% | 0.234% | |
5/7/2025 | Baillie Gifford & Co. | 505,229 | $16.35M | 0.0% | +23.8% | 0.222% | |
5/6/2025 | Hedeker Wealth LLC | 80,464 | $2.60M | 0.7% | +23.5% | 0.035% | |
5/6/2025 | Cetera Investment Advisers | 205,425 | $6.65M | 0.0% | +7.2% | 0.090% | |
5/6/2025 | Avantax Advisory Services Inc. | 22,359 | $724K | 0.0% | -8.6% | 0.010% | |
5/6/2025 | Tempus Wealth Planning LLC | 40,085 | $1.30M | 0.4% | +97.8% | 0.018% | |
5/6/2025 | Elm3 Financial Group LLC | 58,878 | $1.91M | 1.7% | +70.0% | 0.026% | |
5/6/2025 | Triumph Capital Management | 31,026 | $1.00M | 0.3% | -8.4% | 0.014% | |
5/6/2025 | Quadrant Private Wealth Management LLC | 185,730 | $6.15M | 1.5% | -4.3% | 0.082% | |
5/6/2025 | Proficio Capital Partners LLC | 316,848 | $10.29M | 0.8% | -34.7% | 0.139% | |
5/6/2025 | Choreo LLC | 36,903 | $1.22M | 0.0% | +4.6% | 0.016% | |
5/5/2025 | Gries Financial LLC | 18,232 | $590K | 0.1% | -93.9% | 0.008% | |
5/5/2025 | J.W. Cole Advisors Inc. | 48,978 | $1.59M | 0.0% | +34.1% | 0.021% | |
5/5/2025 | IFP Advisors Inc | 15,612 | $505K | 0.0% | -42.2% | 0.007% | |
5/5/2025 | Cassaday & Co Wealth Management LLC | 14,613 | $473K | 0.0% | -12.2% | 0.006% | |
5/5/2025 | Denali Advisors LLC | 310,891 | $10.06M | 1.1% | -3.3% | 0.136% | |
5/5/2025 | Private Advisor Group LLC | 43,178 | $1.40M | 0.0% | +4.0% | 0.019% | |
5/5/2025 | FLC Capital Advisors | 14,310 | $463K | 0.1% | N/A | 0.006% | |
5/5/2025 | Diversify Advisory Services LLC | 20,684 | $614K | 0.0% | -9.5% | 0.009% | |
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5/5/2025 | Muzinich & Co. Inc. | 455,846 | $14.75M | 8.4% | +16.1% | 0.200% | |
5/2/2025 | Forum Financial Management LP | 15,735 | $509K | 0.0% | N/A | 0.007% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 48,937 | $1.58M | 0.3% | -4.2% | 0.021% | |
5/2/2025 | BluePointe Capital Management LLC | 102,677 | $3.40M | 1.3% | +39.3% | 0.045% | |
5/2/2025 | Apollon Wealth Management LLC | 18,537 | $600K | 0.0% | +15.1% | 0.008% | |
5/2/2025 | Sigma Planning Corp | 10,682 | $346K | 0.0% | N/A | 0.005% | |
5/1/2025 | Bleakley Financial Group LLC | 28,430 | $920K | 0.0% | +23.5% | 0.012% | |
5/1/2025 | ELCO Management Co. LLC | 8,500 | $275K | 0.2% | -12.4% | 0.004% | |
5/1/2025 | MQS Management LLC | 7,468 | $242K | 0.1% | N/A | 0.003% | |
5/1/2025 | Diversify Wealth Management LLC | 70,892 | $2.11M | 0.2% | -4.5% | 0.031% | |