6/5/2025 | Osterweis Capital Management Inc. | 6,418 | $582K | 0.0% | -32.2% | 0.011% | |
5/22/2025 | Rollins Financial Advisors LLC | 3,771 | $342K | 0.1% | N/A | 0.006% | |
5/21/2025 | Geneos Wealth Management Inc. | 3,130 | $284K | 0.0% | -9.3% | 0.005% | |
5/20/2025 | Belpointe Asset Management LLC | 41,110 | $3.73M | 0.2% | -58.3% | 0.071% | |
5/19/2025 | SageView Advisory Group LLC | 2,589 | $235K | 0.0% | -13.5% | 0.004% | |
5/19/2025 | SCS Capital Management LLC | 7,854 | $712K | 0.0% | N/A | 0.013% | |
5/16/2025 | Prostatis Group LLC | 36,827 | $3.34M | 1.1% | N/A | 0.063% | |
5/16/2025 | Stuart Chaussee & Associates Inc. | 229,558 | $20.81M | 5.2% | -0.9% | 0.394% | |
5/16/2025 | Northeast Financial Consultants Inc | 111,146 | $10.08M | 0.4% | -2.3% | 0.191% | |
5/16/2025 | Ascent Group LLC | 10,534 | $955K | 0.0% | N/A | 0.018% | |
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5/16/2025 | Strait & Sound Wealth Management LLC | 5,299 | $480K | 0.2% | +73.7% | 0.009% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 1,897,988 | $172.09M | 4.5% | +2.3% | 3.258% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 11,557 | $1.05M | 0.0% | +171.2% | 0.020% | |
5/16/2025 | Goldman Sachs Group Inc. | 179,105 | $16.24M | 0.0% | +6.1% | 0.307% | |
5/16/2025 | Cape Investment Advisory Inc. | 3,297 | $299K | 0.1% | +12.4% | 0.006% | |
5/16/2025 | Jones Financial Companies Lllp | 131,328 | $10.92M | 0.0% | +528.3% | 0.225% | |
5/16/2025 | NewEdge Advisors LLC | 73,530 | $6.67M | 0.0% | -4.5% | 0.126% | |
5/16/2025 | Integrated Wealth Concepts LLC | 13,412 | $1.22M | 0.0% | +131.9% | 0.023% | |
5/16/2025 | AQR Capital Management LLC | 3,023 | $274K | 0.0% | N/A | 0.005% | |
5/16/2025 | AlTi Global Inc. | 8,765 | $795K | 0.0% | -6.2% | 0.015% | |
5/15/2025 | Royal Bank of Canada | 1,259,022 | $114.16M | 0.0% | +3.1% | 2.161% | |
5/15/2025 | Baird Financial Group Inc. | 10,340 | $938K | 0.0% | +4.1% | 0.018% | |
5/15/2025 | GKV Capital Management Co. Inc. | 67,303 | $6.10M | 2.0% | N/A | 0.116% | |
5/15/2025 | Trexquant Investment LP | 2,907 | $264K | 0.0% | +18.3% | 0.005% | |
5/14/2025 | Ieq Capital LLC | 3,538 | $321K | 0.0% | -35.7% | 0.006% | |
5/14/2025 | Comerica Bank | 10,462 | $949K | 0.0% | +7.6% | 0.018% | |
5/14/2025 | Apexium Financial LP | 47,180 | $4.28M | 0.3% | -6.9% | 0.081% | |
5/14/2025 | Synovus Financial Corp | 6,184 | $561K | 0.0% | -5.4% | 0.011% | |
5/14/2025 | Biondo Investment Advisors LLC | 6,915 | $627K | 0.1% | +8.2% | 0.012% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 29,948 | $2.72M | 0.0% | +23.8% | 0.051% | |
5/14/2025 | Kestra Advisory Services LLC | 34,192 | $3.10M | 0.0% | +17.8% | 0.059% | |
5/14/2025 | Compound Planning Inc. | 3,745 | $340K | 0.0% | +6.3% | 0.006% | |
5/14/2025 | Ameriprise Financial Inc. | 637,189 | $57.78M | 0.0% | +0.7% | 1.094% | |
5/14/2025 | Capital Wealth Alliance LLC | 5,039 | $457K | 0.3% | -54.4% | 0.009% | |
5/14/2025 | PGIM Custom Harvest LLC | 56,516 | $5.12M | 0.1% | +504.4% | 0.097% | |
5/14/2025 | Osterweis Capital Management Inc. | 6,418 | $582K | 0.0% | -32.2% | 0.011% | |
5/14/2025 | GM Advisory Group LLC | 95,298 | $8.64M | 0.5% | -3.6% | 0.164% | |
5/14/2025 | Asset Management Group Inc. | 57,704 | $5.23M | 1.0% | -1.7% | 0.099% | |
5/14/2025 | Capital Analysts LLC | 1,277 | $116K | 0.0% | +33.9% | 0.002% | |
5/14/2025 | Venture Visionary Partners LLC | 4,290 | $389K | 0.0% | -50.0% | 0.007% | |
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5/14/2025 | Fairscale Capital LLC | 79,785 | $7.23M | 6.5% | -2.3% | 0.137% | |
5/14/2025 | Wellington Management Group LLP | 208,956 | $18.95M | 0.0% | +34.5% | 0.359% | |
5/13/2025 | Keystone Global Partners LLC | 31,300 | $2.84M | 2.0% | N/A | 0.054% | |
5/13/2025 | Tyler Stone Wealth Management | 12,756 | $1.16M | 0.2% | -27.2% | 0.022% | |
5/13/2025 | Raymond James Financial Inc. | 642,513 | $58.26M | 0.0% | +1.7% | 1.103% | |
5/13/2025 | High Falls Advisors Inc | 2,863 | $260K | 0.1% | +16.1% | 0.005% | |
5/13/2025 | GKV Capital Management Co. Inc. | 67,303 | $6.10M | 5.1% | N/A | 0.116% | |
5/13/2025 | HighTower Advisors LLC | 34,816 | $3.16M | 0.0% | -6.7% | 0.060% | |
5/12/2025 | Gouws Capital LLC | 2,300 | $209K | 0.1% | N/A | 0.004% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 2,787 | $253K | 0.0% | -7.0% | 0.005% | |
5/12/2025 | Houlihan Financial Resource Group Ltd. | 17,827 | $1.62M | 0.7% | -4.8% | 0.031% | |
5/12/2025 | Meridian Wealth Management LLC | 64,220 | $5.82M | 0.3% | +2.0% | 0.110% | |
5/12/2025 | Independent Advisor Alliance | 4,194 | $380K | 0.0% | -96.0% | 0.007% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 80,350 | $7.29M | 1.3% | +1.9% | 0.138% | |
5/12/2025 | AFT Forsyth & Company Inc. | 53,743 | $4.87M | 2.6% | -0.6% | 0.092% | |
5/12/2025 | National Bank of Canada FI | 20,817 | $1.89M | 0.0% | -3.2% | 0.036% | |
5/12/2025 | Y.D. More Investments Ltd | 450 | $41K | 0.0% | -25.0% | 0.001% | |
5/9/2025 | Deutsche Bank AG | 68,230 | $6.19M | 0.0% | +2.4% | 0.117% | |
5/9/2025 | WealthShield Partners LLC | 10,800 | $979K | 0.1% | N/A | 0.019% | |
5/9/2025 | Wealthspire Advisors LLC | 9,538 | $865K | 0.0% | +134.4% | 0.016% | |
5/9/2025 | Comprehensive Financial Planning Inc. PA | 10,192 | $924K | 0.9% | +21.9% | 0.017% | |
5/9/2025 | Atria Wealth Solutions Inc. | 9,095 | $825K | 0.0% | -41.0% | 0.016% | |
5/9/2025 | Kickstand Ventures LLC. | 6,157 | $558K | 0.1% | +40.1% | 0.011% | |
5/9/2025 | Commonwealth Equity Services LLC | 429,228 | $38.92M | 0.1% | +45.0% | 0.737% | |
5/9/2025 | Blair William & Co. IL | 2,474 | $224K | 0.0% | +724.7% | 0.004% | |
5/9/2025 | Scotia Capital Inc. | 62,614 | $5.68M | 0.0% | -6.4% | 0.107% | |
5/9/2025 | OVERSEA CHINESE BANKING Corp Ltd | 342,590 | $31.06M | 0.9% | +182.1% | 0.588% | |
5/9/2025 | PNC Financial Services Group Inc. | 82,904 | $7.52M | 0.0% | -8.0% | 0.142% | |
5/8/2025 | Baker Avenue Asset Management LP | 70,623 | $6.40M | 0.2% | +5.6% | 0.121% | |
5/8/2025 | US Bancorp DE | 21,372 | $1.94M | 0.0% | +18.8% | 0.037% | |
5/8/2025 | Harbour Investments Inc. | 5,018 | $455K | 0.0% | +171.1% | 0.009% | |
5/8/2025 | Arkadios Wealth Advisors | 6,981 | $633K | 0.0% | +6.0% | 0.012% | |
5/8/2025 | Eastern Bank | 6,179 | $560K | 0.0% | -6.4% | 0.011% | |
5/8/2025 | Walled Lake Planning & Wealth Management LLC | 3,646 | $331K | 0.1% | -48.1% | 0.006% | |
5/8/2025 | Banque Cantonale Vaudoise | 2,230 | $202K | 0.0% | N/A | 0.004% | |
5/7/2025 | N.E.W. Advisory Services LLC | 963 | $87K | 0.0% | N/A | 0.002% | |
5/7/2025 | LPL Financial LLC | 1,158,943 | $105.08M | 0.0% | -0.2% | 1.990% | |
5/7/2025 | Spectrum Wealth Counsel LLC | 33,206 | $3.01M | 0.4% | +11.9% | 0.057% | |
5/7/2025 | Security Financial Services INC. | 16,959 | $1.54M | 0.3% | +10.7% | 0.029% | |
5/7/2025 | HB Wealth Management LLC | 144,021 | $13.06M | 0.1% | +7.8% | 0.247% | |
5/6/2025 | Cetera Investment Advisers | 121,489 | $11.02M | 0.0% | +60.7% | 0.209% | |
5/6/2025 | Avantax Advisory Services Inc. | 19,671 | $1.78M | 0.0% | -3.4% | 0.034% | |
5/6/2025 | One Wealth Advisors LLC | 13,080 | $1.19M | 0.2% | +41.1% | 0.022% | |
5/6/2025 | Roundview Capital LLC | 2,706 | $245K | 0.0% | -33.3% | 0.005% | |
5/6/2025 | Y Intercept Hong Kong Ltd | 2,936 | $266K | 0.0% | N/A | 0.005% | |
5/6/2025 | Integrity Investment Advisors LLC | 49,739 | $4.51M | 4.1% | N/A | 0.085% | |
5/5/2025 | Wealth Alliance LLC | 4,203 | $381K | 0.0% | N/A | 0.007% | |
5/5/2025 | IFP Advisors Inc | 3,674 | $333K | 0.0% | -4.0% | 0.006% | |
5/5/2025 | Mosaic Advisors LLC | 2,960 | $268K | 0.4% | N/A | 0.005% | |
5/5/2025 | Mystic Asset Management Inc. | 6,718 | $609K | 0.2% | -5.4% | 0.012% | |
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5/5/2025 | Private Advisor Group LLC | 62,025 | $5.62M | 0.0% | -1.6% | 0.106% | |
5/5/2025 | Diversify Advisory Services LLC | 13,084 | $1.21M | 0.1% | -13.1% | 0.022% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 34,367 | $3.12M | 0.0% | +53.8% | 0.059% | |
5/2/2025 | Retirement Planning Co of New England Inc. | 6,718 | $609K | 0.2% | -1.5% | 0.012% | |
5/2/2025 | Bailard Inc. | 135,464 | $12.28M | 0.3% | -10.8% | 0.233% | |
5/2/2025 | Mayflower Financial Advisors LLC | 2,625 | $238K | 0.0% | +23.4% | 0.005% | |
5/2/2025 | Private Wealth Management Group LLC | 573 | $52K | 0.0% | +61.9% | 0.001% | |
5/2/2025 | Larson Financial Group LLC | 286 | $26K | 0.0% | +581.0% | 0.000% | |
5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 342,590 | $31.06M | 0.1% | +182.1% | 0.588% | |
5/2/2025 | Apollon Wealth Management LLC | 102,525 | $9.30M | 0.2% | -0.8% | 0.176% | |