6/4/2025 | First Hawaiian Bank | 43,145 | $759K | 0.0% | +48.3% | 0.013% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 1,245,179 | $21.90M | 16.1% | -0.6% | 0.382% | |
5/21/2025 | Geneos Wealth Management Inc. | 36,118 | $635K | 0.0% | +4.9% | 0.011% | |
5/20/2025 | Belpointe Asset Management LLC | 11,865 | $209K | 0.0% | -41.0% | 0.004% | |
5/20/2025 | Focus Partners Wealth | 345,451 | $6.08M | 0.0% | -4.4% | 0.106% | |
5/20/2025 | Integrity Alliance LLC. | 11,566 | $203K | 0.0% | N/A | 0.004% | |
5/20/2025 | Aspen Investment Management Inc | 242,579 | $4.27M | 2.0% | +3.5% | 0.074% | |
5/19/2025 | Jane Street Group LLC | 262,995 | $4.63M | 0.0% | +53.0% | 0.081% | |
5/19/2025 | Advisory Alpha LLC | 2,000,185 | $35.18M | 1.2% | +204.1% | 0.615% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 572,693 | $10.07M | 0.4% | +5.7% | 0.176% | |
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5/16/2025 | Jones Financial Companies Lllp | 93,490 | $1.64M | 0.0% | -51.9% | 0.029% | |
5/16/2025 | NewEdge Advisors LLC | 362,629 | $6.38M | 0.0% | +7.8% | 0.112% | |
5/16/2025 | Algorithmic Investment Models LLC | 135,360 | $2.38M | 1.8% | N/A | 0.042% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 58,485 | $1.03M | 0.0% | +8.8% | 0.018% | |
5/15/2025 | Royal Bank of Canada | 17,296,239 | $304.24M | 0.1% | +2.9% | 5.321% | |
5/15/2025 | MAI Capital Management | 1,585,683 | $27.89M | 0.2% | +3.2% | 0.488% | |
5/15/2025 | Connecticut Wealth Management LLC | 26,702 | $470K | 0.0% | N/A | 0.008% | |
5/15/2025 | Baird Financial Group Inc. | 1,721,404 | $30.28M | 0.1% | +4.3% | 0.530% | |
5/15/2025 | Cascade Investment Group Inc. | 28,753 | $506K | 0.4% | -5.3% | 0.009% | |
5/14/2025 | Note Advisors LLC | 44,867 | $789K | 0.7% | N/A | 0.014% | |
5/14/2025 | CreativeOne Wealth LLC | 13,906 | $245K | 0.0% | -41.6% | 0.004% | |
5/14/2025 | Comerica Bank | 431,930 | $7.60M | 0.0% | -12.0% | 0.133% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 18,554 | $326K | 0.1% | -6.9% | 0.006% | |
5/14/2025 | Synovus Financial Corp | 79,304 | $1.40M | 0.0% | -13.9% | 0.024% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 561,246 | $9.87M | 0.0% | +16.7% | 0.173% | |
5/14/2025 | Trinity Legacy Partners LLC | 541,777 | $9.51M | 2.4% | +4.4% | 0.167% | |
5/14/2025 | Kestra Advisory Services LLC | 2,566,326 | $45.14M | 0.2% | +3.6% | 0.789% | |
5/14/2025 | Ameriprise Financial Inc. | 3,464,598 | $60.94M | 0.0% | +41.5% | 1.066% | |
5/14/2025 | CW Advisors LLC | 35,285 | $624K | 0.0% | N/A | 0.011% | |
5/14/2025 | Summit Financial LLC | 82,207 | $1.45M | 0.0% | +5.3% | 0.025% | |
5/14/2025 | Frisch Financial Group Inc. | 489,917 | $8.62M | 2.4% | N/A | 0.151% | |
5/14/2025 | Capital Analysts LLC | 5,359 | $94K | 0.0% | +13,641.0% | 0.002% | |
5/13/2025 | Sand Hill Global Advisors LLC | 12,379 | $218K | 0.0% | N/A | 0.004% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 929,279 | $16.35M | 0.1% | -0.2% | 0.286% | |
5/13/2025 | Raymond James Financial Inc. | 8,879,611 | $156.19M | 0.1% | +3.6% | 2.732% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 19,302 | $340K | 0.0% | +23.8% | 0.006% | |
5/13/2025 | NFP Retirement Inc. | 781,917 | $13.75M | 1.1% | +7.5% | 0.241% | |
5/13/2025 | HighTower Advisors LLC | 2,716,884 | $47.79M | 0.1% | -6.5% | 0.836% | |
5/12/2025 | Cypress Capital Group | 36,945 | $650K | 0.1% | +50.4% | 0.011% | |
5/12/2025 | Maia Wealth LLC | 43,344 | $743K | 0.2% | +5.6% | 0.013% | |
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5/12/2025 | Berger Financial Group Inc | 43,405 | $763K | 0.1% | -10.8% | 0.013% | |
5/12/2025 | Benjamin Edwards Inc. | 142,050 | $2.50M | 0.0% | +5.5% | 0.044% | |
5/12/2025 | Measured Wealth Private Client Group LLC | 12,941 | $228K | 0.1% | -14.8% | 0.004% | |
5/12/2025 | National Bank of Canada FI | 22,247 | $391K | 0.0% | +431.5% | 0.007% | |
5/12/2025 | Citigroup Inc. | 848,020 | $14.92M | 0.0% | +8.3% | 0.261% | |
5/12/2025 | Ironwood Investment Counsel LLC | 172,657 | $3.04M | 0.5% | -14.0% | 0.053% | |
5/9/2025 | 1834 Investment Advisors Co. | 32,197 | $566K | 0.1% | -4.1% | 0.010% | |
5/9/2025 | Chicago Partners Investment Group LLC | 411,160 | $7.13M | 0.2% | +3.6% | 0.126% | |
5/9/2025 | Atria Wealth Solutions Inc. | 227,269 | $4.00M | 0.0% | +21.7% | 0.070% | |
5/9/2025 | ROI Financial Advisors LLC | 60,780 | $1.07M | 0.8% | +4.6% | 0.019% | |
5/9/2025 | Gill Capital Partners LLC | 130,302 | $2.29M | 0.8% | -30.1% | 0.040% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,462,209 | $25.72M | 0.0% | +1.0% | 0.450% | |
5/9/2025 | PNC Financial Services Group Inc. | 15,060 | $265K | 0.0% | -33.4% | 0.005% | |
5/9/2025 | Barings LLC | 622,445 | $10.95M | 0.3% | -1.7% | 0.191% | |
5/8/2025 | SPC Financial Inc. | 44,862 | $789K | 0.1% | -14.0% | 0.014% | |
5/8/2025 | Moors & Cabot Inc. | 97,505 | $1.72M | 0.1% | -1.4% | 0.030% | |
5/8/2025 | US Bancorp DE | 156,286 | $2.75M | 0.0% | +1.9% | 0.048% | |
5/8/2025 | Shufro Rose & Co. LLC | 18,200 | $320K | 0.0% | +37.9% | 0.006% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,075,906 | $18.93M | 0.5% | -1.6% | 0.331% | |
5/8/2025 | Harbour Investments Inc. | 375,089 | $6.60M | 0.2% | +5.1% | 0.115% | |
5/8/2025 | MGO One Seven LLC | 372,323 | $6.55M | 0.3% | -0.3% | 0.115% | |
5/8/2025 | Private Advisory Group LLC | 146,465 | $2.58M | 0.3% | +1.4% | 0.045% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 37,028 | $651K | 0.3% | +107.7% | 0.011% | |
5/8/2025 | Cozad Asset Management Inc. | 10,946 | $193K | 0.0% | -6.9% | 0.003% | |
5/7/2025 | Prosperity Consulting Group LLC | 189,624 | $3.34M | 0.3% | +18.5% | 0.058% | |
5/7/2025 | Brio Consultants LLC | 23,610 | $415K | 0.2% | N/A | 0.007% | |
5/7/2025 | LPL Financial LLC | 14,362,757 | $252.64M | 0.1% | +10.2% | 4.418% | |
5/7/2025 | First Heartland Consultants Inc. | 16,802 | $296K | 0.0% | -50.0% | 0.005% | |
5/6/2025 | Assetmark Inc. | 184,813 | $3.25M | 0.0% | +1,551.1% | 0.057% | |
5/6/2025 | Cetera Investment Advisers | 1,438,480 | $25.30M | 0.0% | N/A | 0.443% | |
5/6/2025 | Avantax Advisory Services Inc. | 558,558 | $9.83M | 0.1% | +111.4% | 0.172% | |
5/6/2025 | Brookwood Investment Group LLC | 39,003 | $686K | 0.1% | N/A | 0.012% | |
5/6/2025 | Principle Wealth Partners LLC | 13,600 | $239K | 0.0% | N/A | 0.004% | |
5/6/2025 | Advisor OS LLC | 62,181 | $1.09M | 0.1% | -1.4% | 0.019% | |
5/6/2025 | Kovack Advisors Inc. | 91,819 | $1.62M | 0.2% | +18.8% | 0.028% | |
5/6/2025 | AE Wealth Management LLC | 150,353 | $2.65M | 0.0% | -2.8% | 0.046% | |
5/6/2025 | Summit Wealth Partners LLC | 34,723 | $611K | 0.1% | -43.2% | 0.011% | |
5/6/2025 | Price Capital Management Inc. | 75,000 | $1.32M | 3.3% | N/A | 0.023% | |
5/6/2025 | IMA Advisory Services Inc. | 321,392 | $5.65M | 0.7% | +60.6% | 0.099% | |
5/5/2025 | Gries Financial LLC | 16,636 | $293K | 0.1% | -46.3% | 0.005% | |
5/5/2025 | Hazlett Burt & Watson Inc. | 1,525 | $28K | 0.0% | N/A | 0.000% | |
5/5/2025 | Gallacher Capital Management LLC | 99,374 | $1.75M | 0.9% | +30.3% | 0.031% | |
5/5/2025 | IFP Advisors Inc | 170,298 | $3.00M | 0.1% | +3.6% | 0.052% | |
5/5/2025 | Kestra Private Wealth Services LLC | 581,594 | $10.23M | 0.2% | -4.9% | 0.179% | |
5/5/2025 | FAS Wealth Partners Inc. | 73,181 | $1.29M | 0.1% | -5.2% | 0.023% | |
5/5/2025 | PCG Wealth Advisors LLC | 82,060 | $1.44M | 0.5% | +25.4% | 0.025% | |
5/5/2025 | Csenge Advisory Group | 672,487 | $11.59M | 0.7% | +14.0% | 0.207% | |
5/5/2025 | Private Advisor Group LLC | 407,894 | $7.18M | 0.0% | -53.6% | 0.125% | |
5/5/2025 | Archer Investment Corp | 248,986 | $4.38M | 1.1% | -1.4% | 0.077% | |
5/5/2025 | Darden Wealth Group Inc | 143,685 | $2.53M | 2.0% | -1.7% | 0.044% | |
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5/2/2025 | Independent Wealth Network Inc. | 114,622 | $2.02M | 0.8% | +5.6% | 0.035% | |
5/2/2025 | Midwest Heritage Bank FSB | 359,891 | $6.33M | 2.6% | +22.6% | 0.111% | |
5/2/2025 | Kingsview Wealth Management LLC | 142,652 | $2.51M | 0.0% | +8.1% | 0.044% | |
5/2/2025 | Cullen Frost Bankers Inc. | 16,967 | $298K | 0.0% | +49.3% | 0.005% | |
5/2/2025 | Stonebridge Advisors LLC | 461,875 | $8.12M | 5.6% | -79.8% | 0.142% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 18,927 | $333K | 0.0% | N/A | 0.006% | |
5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 29,210 | $514K | 0.5% | +14.7% | 0.009% | |
5/2/2025 | Lokken Investment Group LLC | 347,335 | $6.11M | 2.6% | +9.0% | 0.107% | |
5/2/2025 | Sigma Planning Corp | 377,633 | $6.64M | 0.2% | +0.4% | 0.116% | |
5/1/2025 | CWM LLC | 122,482 | $2.15M | 0.0% | -4.6% | 0.038% | |