5/2/2025 | KM Capital Management Ltd. | 89,065 | $5.18M | 2.8% | -8.6% | 0.261% | |
5/2/2025 | Mayflower Financial Advisors LLC | 22,086 | $1.29M | 0.2% | -16.4% | 0.065% | |
5/2/2025 | Wealthgarden F.S. LLC | 10,211 | $594K | 0.6% | -14.9% | 0.030% | |
5/2/2025 | Shared Vision Wealth Group LLC | 14,193 | $826K | 0.5% | -6.0% | 0.042% | |
5/2/2025 | SBI Securities Co. Ltd. | 35,960 | $2.09M | 0.1% | +723.4% | 0.105% | |
5/2/2025 | Apollon Wealth Management LLC | 20,269 | $1.18M | 0.0% | -22.9% | 0.059% | |
5/2/2025 | Cohen Capital Management Inc. | 5,757 | $335K | 0.1% | -7.8% | 0.017% | |
5/1/2025 | Family Firm Inc. | 57,182 | $3.33M | 0.7% | -0.3% | 0.168% | |
5/1/2025 | MA Private Wealth | 15,349 | $893K | 0.2% | +227.8% | 0.045% | |
5/1/2025 | Barry Investment Advisors LLC | 78,734 | $4.58M | 1.2% | -0.7% | 0.231% | |
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4/30/2025 | Cerity Partners LLC | 17,520 | $1.02M | 0.0% | -2.2% | 0.051% | |
4/30/2025 | Brown Advisory Inc. | 3,715 | $216K | 0.0% | N/A | 0.011% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 10,575 | $615K | 0.1% | +71.1% | 0.031% | |
4/30/2025 | Fullcircle Wealth LLC | 6,260 | $377K | 0.2% | -10.3% | 0.018% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 5,996 | $349K | 0.0% | +32.9% | 0.018% | |
4/29/2025 | Envestnet Asset Management Inc. | 173,102 | $10.08M | 0.0% | -24.1% | 0.508% | |
4/29/2025 | Strategic Blueprint LLC | 20,542 | $1.20M | 0.1% | +13.4% | 0.060% | |
4/29/2025 | OneDigital Investment Advisors LLC | 152,571 | $8.88M | 0.1% | +7.4% | 0.447% | |
4/29/2025 | Checchi Capital Advisers LLC | 307,565 | $17.90M | 0.9% | +434.6% | 0.902% | |
4/28/2025 | North Capital Inc. | 1,874 | $109K | 0.1% | N/A | 0.005% | |
4/28/2025 | First Horizon Advisors Inc. | 3,000 | $175K | 0.0% | -42.3% | 0.009% | |
4/28/2025 | Lansing Street Advisors | 9,758 | $568K | 0.2% | +37.1% | 0.029% | |
4/25/2025 | Mather Group LLC. | 6,120 | $356K | 0.0% | +511.4% | 0.018% | |
4/25/2025 | New Wave Wealth Advisors LLC | 49,253 | $2.87M | 1.3% | +7.5% | 0.144% | |
4/25/2025 | RCS Financial Planning LLC | 4,324 | $252K | 0.1% | -8.6% | 0.013% | |
4/24/2025 | Sunbelt Securities Inc. | 12,533 | $729K | 0.1% | +4,328.6% | 0.037% | |
4/24/2025 | Transcend Capital Advisors LLC | 5,869 | $342K | 0.0% | -26.6% | 0.017% | |
4/23/2025 | Nvest Financial LLC | 43,075 | $2.51M | 1.3% | +8.9% | 0.126% | |
4/23/2025 | TSA Wealth Managment LLC | 20,526 | $1.20M | 0.5% | +25.9% | 0.060% | |
4/23/2025 | Perigon Wealth Management LLC | 4,006 | $233K | 0.0% | -18.4% | 0.012% | |
4/23/2025 | Daymark Wealth Partners LLC | 15,302 | $891K | 0.0% | +1.5% | 0.045% | |
4/23/2025 | Balance Wealth LLC | 11,236 | $654K | 0.4% | N/A | 0.033% | |
4/23/2025 | Integris Wealth Management LLC | 7,813 | $455K | 0.1% | -2.4% | 0.023% | |
4/22/2025 | 5T Wealth LLC | 8,255 | $480K | 0.3% | -3.0% | 0.024% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 52,879 | $3.08M | 0.0% | N/A | 0.155% | |
4/22/2025 | Westhampton Capital LLC | 5,850 | $340K | 0.2% | N/A | 0.017% | |
4/22/2025 | Carret Asset Management LLC | 3,540 | $206K | 0.0% | N/A | 0.010% | |
4/21/2025 | Blue Trust Inc. | 10,274 | $598K | 0.0% | -13.6% | 0.030% | |
4/21/2025 | GFS Advisors LLC | 3,763 | $219K | 0.0% | N/A | 0.011% | |
4/21/2025 | Institute for Wealth Management LLC. | 44,379 | $2.58M | 0.3% | -1.3% | 0.130% | |
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4/21/2025 | Johnson Investment Counsel Inc. | 3,826 | $223K | 0.0% | N/A | 0.011% | |
4/21/2025 | Accelerate Investment Advisors LLC | 4,886 | $284K | 0.2% | N/A | 0.014% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 29,673 | $1.73M | 0.1% | -14.4% | 0.087% | |
4/17/2025 | Sagespring Wealth Partners LLC | 16,025 | $933K | 0.0% | +46.5% | 0.047% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 3,499 | $204K | 0.0% | -23.5% | 0.010% | |
4/17/2025 | Affinity Capital Advisors LLC | 28,057 | $1.58M | 0.3% | +6.8% | 0.082% | |
4/17/2025 | Missouri Trust & Investment Co | 1,005 | $58K | 0.0% | +57.0% | 0.003% | |
4/15/2025 | Braun Bostich & Associates Inc. | 13,648 | $794K | 0.6% | N/A | 0.040% | |
4/15/2025 | My Legacy Advisors LLC | 8,687 | $506K | 0.2% | -6.2% | 0.025% | |
4/14/2025 | Northstar Advisory Group LLC | 36,233 | $2.11M | 1.4% | N/A | 0.106% | |
4/14/2025 | Farther Finance Advisors LLC | 5,808 | $339K | 0.0% | -26.5% | 0.017% | |
4/14/2025 | Daymark Wealth Partners LLC | 15,302 | $891K | 0.0% | +1.5% | 0.045% | |
4/14/2025 | Park Avenue Securities LLC | 63,379 | $3.69M | 0.0% | +38.2% | 0.186% | |
4/14/2025 | Dentgroup LLC | 9,439 | $549K | 0.4% | +11.7% | 0.028% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 7,366 | $429K | 0.1% | -5.9% | 0.022% | |
4/14/2025 | ONE Advisory Partners LLC | 7,977 | $464K | 0.2% | +9.9% | 0.023% | |
4/11/2025 | Unique Wealth LLC | 11,783 | $686K | 0.1% | +129.0% | 0.035% | |
4/10/2025 | Cypress Wealth Services LLC | 33,169 | $1.93M | 0.4% | -4.7% | 0.097% | |
4/10/2025 | Beacon Financial Group | 14,943 | $870K | 0.1% | -4.7% | 0.044% | |
4/10/2025 | Firethorn Wealth Partners LLC | 8,223 | $479K | 0.2% | -20.1% | 0.024% | |
4/10/2025 | Watershed Private Wealth LLC | 13,055 | $760K | 0.3% | -2.2% | 0.038% | |
4/9/2025 | Merit Financial Group LLC | 13,405 | $780K | 0.0% | +22.4% | 0.039% | |
2/26/2025 | Yoffe Investment Management LLC | 4,327 | $225K | 0.3% | N/A | 0.014% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 4,865 | $253K | 0.0% | N/A | 0.016% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 1,124 | $59K | 0.0% | N/A | 0.004% | |
2/17/2025 | Willis Johnson & Associates Inc. | 218,509 | $11.38M | 0.9% | -2.3% | 0.716% | |
2/17/2025 | Zurich Insurance Group Ltd FI | 48,700 | $2.57M | 0.0% | N/A | 0.160% | |
2/17/2025 | Royal Bank of Canada | 540,499 | $28.14M | 0.0% | +42.2% | 1.772% | |
2/17/2025 | Focus Partners Wealth | 5,115 | $266K | 0.0% | N/A | 0.017% | |
2/17/2025 | Fullcircle Wealth LLC | 6,977 | $402K | 0.2% | -16.1% | 0.023% | |
2/17/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 382,635 | $19.92M | 0.0% | -55.7% | 1.255% | |
2/17/2025 | CoreCap Advisors LLC | 24,295 | $1.27M | 0.1% | -27.4% | 0.080% | |
2/17/2025 | Cresset Asset Management LLC | 4,798 | $250K | 0.0% | -18.9% | 0.016% | |
2/17/2025 | Cetera Investment Advisers | 27,794 | $1.45M | 0.0% | -5.0% | 0.091% | |
2/17/2025 | BOKF NA | 845 | $44K | 0.0% | N/A | 0.003% | |
2/17/2025 | Bank of America Corp DE | 177,526 | $9.24M | 0.0% | -17.5% | 0.582% | |
2/17/2025 | Aptus Capital Advisors LLC | 60,763 | $3.16M | 0.0% | -2.5% | 0.199% | |
2/14/2025 | LGT Financial Advisors LLC | 612 | $32K | 0.1% | +186.0% | 0.002% | |
2/14/2025 | Jane Street Group LLC | 452,238 | $23.54M | 0.0% | +11.3% | 1.483% | |
2/14/2025 | Comerica Bank | 5,856 | $305K | 0.0% | -63.1% | 0.019% | |
2/14/2025 | Integrated Wealth Concepts LLC | 173,062 | $9.01M | 0.1% | +15.7% | 0.567% | |
2/14/2025 | Canal Capital Management LLC | 11,233 | $585K | 0.1% | +57.1% | 0.037% | |
2/14/2025 | Stifel Financial Corp | 7,847 | $409K | 0.0% | -46.1% | 0.026% | |
2/14/2025 | OneDigital Investment Advisors LLC | 142,123 | $7.40M | 0.1% | -11.0% | 0.466% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,443 | $75K | 0.0% | N/A | 0.005% | |
2/14/2025 | MetLife Inc | 8,924 | $465K | 5.0% | +2.2% | 0.029% | |
2/13/2025 | Advisory Research Inc. | 5,938 | $309K | 0.1% | N/A | 0.019% | |
2/13/2025 | NewEdge Advisors LLC | 9,479 | $493K | 0.0% | -11.7% | 0.031% | |
2/13/2025 | Insigneo Advisory Services LLC | 6,703 | $349K | 0.0% | +18.4% | 0.022% | |
2/13/2025 | Twin Focus Capital Partners LLC | 28,112 | $1.46M | 0.2% | +0.7% | 0.092% | |
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2/13/2025 | Regal Investment Advisors LLC | 5,487 | $286K | 0.0% | +10.9% | 0.018% | |
2/13/2025 | CreativeOne Wealth LLC | 6,443 | $335K | 0.0% | +31.7% | 0.021% | |
2/13/2025 | Mariner LLC | 4,711 | $245K | 0.0% | -49.6% | 0.015% | |
2/13/2025 | BTG Pactual Asset Management US LLC | 1,044 | $57K | 0.0% | N/A | 0.003% | |
2/13/2025 | Sagespring Wealth Partners LLC | 10,940 | $570K | 0.0% | N/A | 0.036% | |
2/13/2025 | Scotia Capital Inc. | 65,515 | $3.41M | 0.0% | +6.7% | 0.215% | |
2/13/2025 | Raymond James Financial Inc. | 20,594 | $1.07M | 0.0% | N/A | 0.068% | |
2/13/2025 | Advisory Services Network LLC | 10,079 | $525K | 0.0% | -8.0% | 0.033% | |
2/13/2025 | Renaissance Technologies LLC | 30,000 | $1.56M | 0.0% | -26.7% | 0.098% | |
2/13/2025 | Bank of Montreal Can | 2,874 | $150K | 0.0% | +7.6% | 0.009% | |