6/2/2025 | Modern Wealth Management LLC | 12,313 | $802K | 0.0% | +1.7% | 0.005% | |
5/28/2025 | Silicon Valley Capital Partners | 8,500 | $563K | 0.1% | -21.3% | 0.004% | |
5/21/2025 | Geneos Wealth Management Inc. | 16,623 | $1.08M | 0.0% | -5.4% | 0.007% | |
5/20/2025 | Blue Rock Wealth Management LLC | 3,286 | $214K | 0.2% | -6.0% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 13,291 | $866K | 0.0% | -29.6% | 0.006% | |
5/20/2025 | Focus Partners Wealth | 233,574 | $15.22M | 0.0% | -3.4% | 0.097% | |
5/20/2025 | Flaharty Asset Management LLC | 599 | $39K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 3,320 | $216K | 0.0% | N/A | 0.001% | |
5/20/2025 | Ransom Advisory Ltd | 3,300 | $215K | 0.1% | N/A | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 75,957 | $4.95M | 0.1% | N/A | 0.031% | |
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5/16/2025 | Adalta Capital Management LLC | 4,135 | $269K | 0.1% | +20.9% | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 5,481 | $357K | 0.0% | -13.1% | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 3,351 | $218K | 0.0% | N/A | 0.001% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 1,814 | $118K | 0.1% | -7.2% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 49,782 | $3.24M | 0.0% | +3.0% | 0.021% | |
5/16/2025 | Millennium Management LLC | 100,000 | $6.52M | 0.0% | -39.8% | 0.041% | |
5/16/2025 | Integrated Wealth Concepts LLC | 34,877 | $2.27M | 0.0% | -25.4% | 0.014% | |
5/16/2025 | Curi RMB Capital LLC | 26,009 | $1.70M | 0.0% | -9.4% | 0.011% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 7,761 | $506K | 0.0% | -28.0% | 0.003% | |
5/16/2025 | Banque Transatlantique SA | 5,380 | $351K | 0.0% | N/A | 0.002% | |
5/16/2025 | Ancora Advisors LLC | 7,260 | $473K | 0.0% | +46.2% | 0.003% | |
5/15/2025 | EP Wealth Advisors LLC | 8,822 | $575K | 0.0% | -6.7% | 0.004% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 5,345 | $348K | 0.0% | +28.1% | 0.002% | |
5/15/2025 | Royal Bank of Canada | 18,388 | $1.20M | 0.0% | -20.1% | 0.008% | |
5/15/2025 | Alamea Verwaltungs GmbH | 22,446 | $1.46M | 1.3% | N/A | 0.009% | |
5/15/2025 | MAI Capital Management | 23,736 | $1.55M | 0.0% | -3.5% | 0.010% | |
5/15/2025 | DRW Securities LLC | 370,589 | $24.15M | 0.7% | +849.0% | 0.154% | |
5/15/2025 | Centric Wealth Management | 4,119 | $268K | 0.1% | +8.7% | 0.002% | |
5/14/2025 | CreativeOne Wealth LLC | 6,725 | $438K | 0.0% | -21.9% | 0.003% | |
5/14/2025 | Samalin Investment Counsel LLC | 3,361 | $219K | 0.1% | -47.6% | 0.001% | |
5/14/2025 | Synovus Financial Corp | 20,038 | $1.31M | 0.0% | -7.4% | 0.008% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,318 | $86K | 0.0% | +34.9% | 0.001% | |
5/14/2025 | Rahlfs Capital LLC | 5,844 | $353K | 0.4% | +20.0% | 0.002% | |
5/14/2025 | Van Hulzen Asset Management LLC | 84,201 | $5.49M | 0.5% | -1.3% | 0.035% | |
5/14/2025 | Kestra Advisory Services LLC | 149,611 | $9.75M | 0.0% | -9.4% | 0.062% | |
5/14/2025 | Sprott Inc. | 38,290 | $2.50M | 0.1% | +8.4% | 0.016% | |
5/14/2025 | CW Advisors LLC | 10,805 | $724K | 0.0% | N/A | 0.004% | |
5/14/2025 | Summit Financial LLC | 3,864 | $252K | 0.0% | +7.2% | 0.002% | |
5/14/2025 | United Asset Strategies Inc. | 4,118 | $268K | 0.0% | -10.8% | 0.002% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 23,158 | $1.51M | 0.7% | -12.2% | 0.010% | |
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5/14/2025 | Colonial Trust Advisors | 1,760 | $115K | 0.0% | +24.8% | 0.001% | |
5/14/2025 | Blue Investment Partners LLC | 23,583 | $1.54M | 0.6% | -19.6% | 0.010% | |
5/14/2025 | RWA Wealth Partners LLC | 11,087 | $723K | 0.0% | -42.1% | 0.005% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 40,000 | $2.61M | 0.6% | -4.2% | 0.017% | |
5/13/2025 | Keystone Global Partners LLC | 10,147 | $661K | 0.5% | N/A | 0.004% | |
5/13/2025 | Ethos Financial Group LLC | 53,212 | $3.47M | 0.3% | N/A | 0.022% | |
5/13/2025 | Raymond James Financial Inc. | 59,362 | $3.87M | 0.0% | +4.5% | 0.025% | |
5/13/2025 | Tyler Stone Wealth Management | 3,768 | $246K | 0.0% | +31.4% | 0.002% | |
5/13/2025 | Cresset Asset Management LLC | 299,976 | $19.55M | 0.1% | +27.0% | 0.124% | |
5/13/2025 | Leigh Baldwin & CO. LLC | 6,620 | $431K | 0.3% | +5.6% | 0.003% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 19,412 | $1.27M | 0.0% | +18.1% | 0.008% | |
5/13/2025 | Rathbones Group PLC | 15,630 | $1.02M | 0.0% | +6.4% | 0.006% | |
5/13/2025 | Finer Wealth Management Inc. | 29,014 | $1.89M | 1.1% | -5.1% | 0.012% | |
5/13/2025 | Bulltick Wealth Management LLC | 7,659 | $499K | 0.1% | +2.4% | 0.003% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,781 | $455K | 0.0% | -2.3% | 0.003% | |
5/12/2025 | Meridian Wealth Management LLC | 22,870 | $1.49M | 0.1% | -0.9% | 0.009% | |
5/12/2025 | Independent Advisor Alliance | 17,662 | $1.15M | 0.0% | -1.1% | 0.007% | |
5/12/2025 | Aveo Capital Partners LLC | 7,270 | $474K | 0.1% | -4.3% | 0.003% | |
5/12/2025 | Virtu Financial LLC | 112,767 | $7.35M | 0.4% | +33.6% | 0.047% | |
5/12/2025 | Invesco Ltd. | 4,224 | $275K | 0.0% | -15.4% | 0.002% | |
5/12/2025 | Berger Financial Group Inc | 19,583 | $1.28M | 0.1% | -5.1% | 0.008% | |
5/12/2025 | Pandora Wealth Inc. | 2,450 | $160K | 0.1% | N/A | 0.001% | |
5/12/2025 | Cynosure Group LLC | 19,665 | $1.28M | 0.2% | +24.0% | 0.008% | |
5/12/2025 | Townsquare Capital LLC | 16,154 | $1.05M | 0.0% | +13.6% | 0.007% | |
5/12/2025 | Sloy Dahl & Holst LLC | 135,466 | $8.83M | 1.5% | -0.6% | 0.056% | |
5/12/2025 | Beam Wealth Advisors Inc. | 11,222 | $731K | 0.2% | -13.2% | 0.005% | |
5/12/2025 | WealthPlan Investment Management LLC | 32,523 | $2.12M | 0.2% | +1.1% | 0.013% | |
5/9/2025 | Headlands Technologies LLC | 1,128 | $74K | 0.0% | +227.0% | 0.000% | |
5/9/2025 | Chicago Partners Investment Group LLC | 10,934 | $713K | 0.0% | +23.0% | 0.005% | |
5/9/2025 | Schnieders Capital Management LLC | 4,285 | $279K | 0.1% | -4.0% | 0.002% | |
5/9/2025 | Palacios Wealth Management LLC | 1,000,000 | $65.17M | 31.6% | N/A | 0.414% | |
5/9/2025 | Wealthspire Advisors LLC | 43,594 | $2.84M | 0.0% | -13.5% | 0.018% | |
5/9/2025 | Atria Wealth Solutions Inc. | 27,981 | $1.82M | 0.0% | -20.7% | 0.012% | |
5/9/2025 | Empower Advisory Group LLC | 15,141 | $987K | 0.0% | -14.9% | 0.006% | |
5/9/2025 | Cary Street Partners Financial LLC | 14,364 | $936K | 0.0% | +1.7% | 0.006% | |
5/9/2025 | Sfmg LLC | 5,382 | $351K | 0.0% | -11.2% | 0.002% | |
5/9/2025 | IPG Investment Advisors LLC | 6,211 | $405K | 0.1% | +26.8% | 0.003% | |
5/9/2025 | Commonwealth Equity Services LLC | 256,572 | $16.72M | 0.0% | +3.1% | 0.106% | |
5/9/2025 | Haven Private LLC | 75,906 | $4.95M | 2.8% | +3.4% | 0.031% | |
5/9/2025 | Blair William & Co. IL | 108,066 | $7.04M | 0.0% | -1.2% | 0.045% | |
5/9/2025 | Delta Financial Group Inc. | 4,245 | $296K | 0.1% | -2.9% | 0.002% | |
5/9/2025 | J. Safra Sarasin Holding AG | 73,100 | $4.76M | 0.1% | +19.7% | 0.030% | |
5/9/2025 | PNC Financial Services Group Inc. | 45,868 | $2.99M | 0.0% | -1.4% | 0.019% | |
5/8/2025 | Clearwater Capital Advisors LLC | 9,813 | $640K | 0.1% | -1.5% | 0.004% | |
5/8/2025 | MONECO Advisors LLC | 73,409 | $4.78M | 0.5% | -6.7% | 0.030% | |
5/8/2025 | EagleClaw Capital Managment LLC | 399,086 | $26.01M | 4.1% | -1.1% | 0.165% | |
5/8/2025 | Moors & Cabot Inc. | 328,095 | $21.38M | 1.1% | -9.5% | 0.136% | |
5/8/2025 | US Bancorp DE | 50,715 | $3.31M | 0.0% | +5.6% | 0.021% | |
5/8/2025 | Pasadena Private Wealth LLC | 132,585 | $8.64M | 1.7% | -1.8% | 0.055% | |
5/8/2025 | HHM Wealth Advisors LLC | 2,200 | $143K | 0.0% | +340.0% | 0.001% | |
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5/8/2025 | MGO One Seven LLC | 36,070 | $2.35M | 0.1% | -0.9% | 0.015% | |
5/8/2025 | NorthRock Partners LLC | 11,701 | $763K | 0.0% | +3.4% | 0.005% | |
5/8/2025 | Woodley Farra Manion Portfolio Management Inc. | 6,073 | $396K | 0.0% | -9.3% | 0.003% | |
5/8/2025 | Mesirow Financial Investment Management Inc. | 9,080 | $592K | 0.0% | -49.4% | 0.004% | |
5/8/2025 | Arkadios Wealth Advisors | 5,231 | $341K | 0.0% | +57.9% | 0.002% | |
5/7/2025 | Hurley Capital LLC | 517 | $34K | 0.0% | N/A | 0.000% | |
5/7/2025 | Indie Asset Partners LLC | 26,830 | $1.75M | 1.5% | -16.7% | 0.011% | |
5/7/2025 | Patten & Patten Inc. TN | 4,137 | $270K | 0.0% | +12.3% | 0.002% | |
5/7/2025 | Fielder Capital Group LLC | 125,475 | $8.18M | 2.4% | -0.2% | 0.052% | |
5/7/2025 | Foundations Investment Advisors LLC | 144,456 | $9.41M | 0.2% | +0.4% | 0.060% | |