4/30/2025 | Cerity Partners LLC | 75,984 | $4.57M | 0.0% | +35.4% | 0.006% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 26,577 | $1.60M | 0.2% | +12.4% | 0.002% | |
4/30/2025 | Sharpepoint LLC | 21,778 | $1.33M | 1.2% | +11.7% | 0.002% | |
4/30/2025 | Aspen Wealth Strategies LLC | 4,810 | $289K | 0.2% | +3.7% | 0.000% | |
4/30/2025 | Greenleaf Trust | 17,317 | $1.04M | 0.0% | -2.4% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 6,403 | $385K | 0.0% | +58.6% | 0.001% | |
4/30/2025 | BXM Wealth LLC | 5,810 | $349K | 0.4% | -20.9% | 0.000% | |
4/30/2025 | M&T Bank Corp | 65,966 | $3.96M | 0.0% | +4.2% | 0.005% | |
4/30/2025 | Stratos Wealth Partners LTD. | 12,903 | $775K | 0.0% | +3.1% | 0.001% | |
4/30/2025 | Brown Advisory Inc. | 8,542 | $513K | 0.0% | -9.3% | 0.001% | |
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4/30/2025 | Crossmark Global Holdings Inc. | 82,680 | $4.97M | 0.1% | -8.8% | 0.007% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 45,431 | $2.73M | 0.1% | -7.1% | 0.004% | |
4/29/2025 | Financial Counselors Inc. | 4,378 | $263K | 0.0% | -24.6% | 0.000% | |
4/29/2025 | Callan Capital LLC | 5,300 | $318K | 0.0% | +12.9% | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 4,926 | $296K | 0.0% | +12.1% | 0.000% | |
4/29/2025 | Capital Advisors Inc. OK | 425,301 | $25.55M | 0.5% | +3.7% | 0.034% | |
4/29/2025 | Envestnet Asset Management Inc. | 512,401 | $30.79M | 0.0% | -11.3% | 0.041% | |
4/29/2025 | Traveka Wealth LLC | 3,332 | $200K | 0.1% | N/A | 0.000% | |
4/29/2025 | Compass Wealth Management LLC | 13,180 | $792K | 0.2% | -3.7% | 0.001% | |
4/29/2025 | Sharp Financial Services LLC | 4,800 | $288K | 0.2% | -18.6% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 4,297 | $258K | 0.0% | +12.0% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 79,804 | $4.80M | 0.0% | -5.2% | 0.006% | |
4/29/2025 | World Investment Advisors | 8,524 | $513K | 0.0% | +14.4% | 0.001% | |
4/29/2025 | Wayfinding Financial LLC | 488 | $30K | 0.0% | N/A | 0.000% | |
4/29/2025 | Pacific Heights Asset Management LLC | 300,000 | $18.02M | 1.2% | +300.0% | 0.024% | |
4/29/2025 | OneDigital Investment Advisors LLC | 6,612 | $397K | 0.0% | -4.5% | 0.001% | |
4/29/2025 | Goelzer Investment Management Inc. | 75,273 | $4.52M | 0.3% | -1.5% | 0.006% | |
4/29/2025 | Checchi Capital Advisers LLC | 10,160 | $610K | 0.0% | +7.4% | 0.001% | |
4/28/2025 | D.A. Davidson & CO. | 100,809 | $6.06M | 0.0% | +6.5% | 0.008% | |
4/28/2025 | Mutual Advisors LLC | 7,670 | $464K | 0.0% | +21.4% | 0.001% | |
4/28/2025 | Meritage Portfolio Management | 34,268 | $2.06M | 0.1% | -2.6% | 0.003% | |
4/28/2025 | Novem Group | 16,360 | $983K | 0.1% | +34.1% | 0.001% | |
4/28/2025 | Rossby Financial LCC | 6,802 | $412K | 0.2% | +11.0% | 0.001% | |
4/28/2025 | Cidel Asset Management Inc. | 120,005 | $7.21M | 0.5% | -3.1% | 0.010% | |
4/28/2025 | Vontobel Holding Ltd. | 13,700 | $823K | 0.0% | +48.7% | 0.001% | |
4/25/2025 | Mather Group LLC. | 3,126 | $188K | 0.0% | -6.5% | 0.000% | |
4/25/2025 | Eads & Heald Wealth Management | 4,163 | $250K | 0.1% | N/A | 0.000% | |
4/25/2025 | Shilanski & Associates Inc. | 59,853 | $3.60M | 1.1% | +1.6% | 0.005% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 7,004 | $421K | 0.0% | +15.2% | 0.001% | |
4/25/2025 | Naviter Wealth LLC | 21,600 | $1.37M | 0.2% | -1.4% | 0.002% | |
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4/25/2025 | Essex Financial Services Inc. | 8,191 | $492K | 0.0% | -15.0% | 0.001% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 55,131 | $3.31M | 0.0% | +1.0% | 0.004% | |
4/24/2025 | Jeppson Wealth Management LLC | 30,454 | $1.83M | 0.7% | +51.6% | 0.002% | |
4/24/2025 | Sunbelt Securities Inc. | 500 | $30K | 0.0% | -76.7% | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 118,221 | $7.12M | 0.0% | +18.4% | 0.009% | |
4/24/2025 | Philip James Wealth Mangement LLC | 23,311 | $1.40M | 0.2% | +4.0% | 0.002% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 5,506 | $331K | 0.0% | N/A | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 9,090 | $546K | 0.0% | -12.8% | 0.001% | |
4/23/2025 | Perigon Wealth Management LLC | 17,078 | $1.03M | 0.0% | +57.7% | 0.001% | |
4/23/2025 | Live Oak Investment Partners | 19,650 | $1.18M | 0.9% | +4.4% | 0.002% | |
4/23/2025 | Alpine Bank Wealth Management | 505 | $30K | 0.0% | N/A | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 2,176 | $131K | 0.0% | +172.0% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 5,195 | $312K | 0.0% | +61.8% | 0.000% | |
4/23/2025 | Golden State Equity Partners | 3,478 | $209K | 0.0% | N/A | 0.000% | |
4/23/2025 | Moran Wealth Management LLC | 95,506 | $5.74M | 0.2% | -0.8% | 0.008% | |
4/23/2025 | Vectors Research Management LLC | 18,704 | $1.12M | 0.4% | +136.1% | 0.001% | |
4/23/2025 | Family Legacy Inc. | 25,043 | $1.51M | 0.5% | -3.6% | 0.002% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 17,675 | $1.06M | 0.2% | +10.8% | 0.001% | |
4/23/2025 | Eagle Strategies LLC | 5,135 | $309K | 0.1% | -18.1% | 0.000% | |
4/23/2025 | Uncommon Cents Investing LLC | 58,305 | $3.50M | 1.0% | +2.0% | 0.005% | |
4/23/2025 | Goelzer Investment Management Inc. | 75,543 | $4.44M | 0.3% | -1.2% | 0.006% | |
4/23/2025 | Oppenheimer & Co. Inc. | 31,830 | $1.91M | 0.0% | +14.9% | 0.003% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 179,432 | $10.78M | 0.1% | +7.6% | 0.014% | |
4/22/2025 | XML Financial LLC | 5,315 | $319K | 0.0% | N/A | 0.000% | |
4/22/2025 | Brown Lisle Cummings Inc. | 8,274 | $497K | 0.1% | -25.3% | 0.001% | |
4/22/2025 | TrueMark Investments LLC | 25,853 | $1.55M | 0.4% | N/A | 0.002% | |
4/22/2025 | Hudson Value Partners LLC | 20,884 | $1.26M | 0.5% | N/A | 0.002% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 87,166 | $5.24M | 0.0% | -3.6% | 0.007% | |
4/22/2025 | Crumly & Associates Inc. | 3,359 | $202K | 0.1% | N/A | 0.000% | |
4/22/2025 | Comprehensive Money Management Services LLC | 4,893 | $294K | 0.2% | +6.5% | 0.000% | |
4/22/2025 | TT Capital Management LLC | 3,418 | $205K | 0.2% | -6.9% | 0.000% | |
4/22/2025 | Stonegate Investment Group LLC | 7,025 | $422K | 0.0% | +3.0% | 0.001% | |
4/22/2025 | PFG Investments LLC | 5,479 | $329K | 0.0% | +30.6% | 0.000% | |
4/22/2025 | Advocate Group LLC | 52,724 | $3.17M | 0.6% | +1.4% | 0.004% | |
4/21/2025 | Avior Wealth Management LLC | 8,205 | $493K | 0.0% | +43.2% | 0.001% | |
4/21/2025 | Blue Trust Inc. | 12,790 | $768K | 0.0% | +50.3% | 0.001% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 6,053 | $364K | 0.0% | -55.7% | 0.000% | |
4/21/2025 | Johnson Investment Counsel Inc. | 19,410 | $1.17M | 0.0% | +10.4% | 0.002% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 5,361 | $322K | 0.0% | -11.8% | 0.000% | |
4/18/2025 | Cornerstone Wealth Management LLC | 5,611 | $337K | 0.0% | -6.7% | 0.000% | |
4/18/2025 | Clarius Group LLC | 5,746 | $345K | 0.0% | +40.0% | 0.000% | |
4/18/2025 | CENTRAL TRUST Co | 5,449 | $327K | 0.0% | -15.5% | 0.000% | |
4/18/2025 | Bell Bank | 154,036 | $9.25M | 0.5% | +8.3% | 0.012% | |
4/18/2025 | Rakuten Securities Inc. | 3,358 | $202K | 0.1% | +581.1% | 0.000% | |
4/18/2025 | Insigneo Advisory Services LLC | 3,709 | $223K | 0.0% | -66.1% | 0.000% | |
4/18/2025 | Bfsg LLC | 644 | $39K | 0.0% | +5,754.5% | 0.000% | |
4/17/2025 | QRG Capital Management Inc. | 107,011 | $6.43M | 0.1% | +15.4% | 0.009% | |
4/17/2025 | Sagespring Wealth Partners LLC | 6,810 | $409K | 0.0% | +60.2% | 0.001% | |
4/17/2025 | Murphy Pohlad Asset Management LLC | 17,035 | $1.02M | 0.4% | -1.4% | 0.001% | |
4/17/2025 | Sowell Financial Services LLC | 21,255 | $1.28M | 0.1% | +7.1% | 0.002% | |
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4/17/2025 | Janney Montgomery Scott LLC | 308,542 | $18.54M | 0.1% | +7.1% | 0.025% | |
4/17/2025 | Mission Wealth Management LP | 9,305 | $559K | 0.0% | -3.7% | 0.001% | |
4/17/2025 | Bank Pictet & Cie Europe AG | 24,827 | $1.49M | 0.0% | -1.7% | 0.002% | |
4/17/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 591,311 | $35.53M | 1.0% | -18.1% | 0.047% | |
4/17/2025 | Ritholtz Wealth Management | 58,918 | $3.54M | 0.1% | -21.6% | 0.005% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 98,686 | $5.93M | 0.0% | +3.7% | 0.008% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 10,658 | $640K | 0.1% | +4.6% | 0.001% | |
4/16/2025 | Salem Investment Counselors Inc. | 94,644 | $5.69M | 0.2% | -4.2% | 0.008% | |
4/16/2025 | Marshall Financial Group LLC | 15,761 | $947K | 0.2% | +14.4% | 0.001% | |
4/16/2025 | Quintet Private Bank Europe S.A. | 2,200 | $132K | 0.0% | +10.0% | 0.000% | |