7/8/2025 | Legacy Private Trust Co. | 19,397 | $1.84M | 0.1% | -4.7% | 0.048% | |
7/8/2025 | Parallel Advisors LLC | 3,287 | $312K | 0.0% | +4.9% | 0.008% | |
7/7/2025 | Upper Left Wealth Management LLC | 14,304 | $1.36M | 0.9% | +23.5% | 0.036% | |
7/7/2025 | Enterprise Bank & Trust Co | 3,350 | $317K | 0.1% | -5.0% | 0.008% | |
7/7/2025 | First Citizens Financial Corp | 20,726 | $1.96M | 1.1% | -17.5% | 0.053% | |
7/3/2025 | Garde Capital Inc. | 17,108 | $1.62M | 0.1% | +14.6% | 0.043% | |
6/2/2025 | Modern Wealth Management LLC | 35,943 | $3.44M | 0.1% | -94.9% | 0.102% | |
5/27/2025 | Jacobi Capital Management LLC | 101,814 | $9.75M | 0.7% | +1.4% | 0.288% | |
5/21/2025 | Geneos Wealth Management Inc. | 4,887 | $468K | 0.0% | +5.1% | 0.014% | |
5/20/2025 | Focus Partners Wealth | 43,232 | $4.14M | 0.0% | +51.8% | 0.125% | |
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5/20/2025 | Flaharty Asset Management LLC | 470 | $45K | 0.0% | N/A | 0.001% | |
5/20/2025 | Ilmarinen Mutual Pension Insurance Co | 1,047,977 | $100.34M | 0.9% | +9.5% | 3.038% | |
5/19/2025 | SCS Capital Management LLC | 63,314 | $6.06M | 0.1% | +82.5% | 0.184% | |
5/16/2025 | Faithward Advisors LLC | 8,230 | $788K | 0.1% | +13.9% | 0.024% | |
5/16/2025 | Goldman Sachs Group Inc. | 3,030,490 | $290.17M | 0.0% | -50.9% | 7.692% | |
5/16/2025 | Jones Financial Companies Lllp | 913,511 | $95.01M | 0.1% | +43,235.4% | 2.648% | |
5/16/2025 | Passaic Partners LLC | 153,447 | $14.69M | 2.2% | -14.2% | 0.445% | |
5/16/2025 | Interval Partners LP | 31,926 | $3.06M | 0.1% | +116.4% | 0.093% | |
5/15/2025 | EP Wealth Advisors LLC | 2,438 | $233K | 0.0% | +70.8% | 0.007% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 2,601 | $249K | 0.0% | +17.5% | 0.008% | |
5/15/2025 | Royal Bank of Canada | 726,798 | $69.59M | 0.0% | +9.0% | 2.107% | |
5/15/2025 | MAI Capital Management | 11,757 | $1.13M | 0.0% | -17.6% | 0.034% | |
5/15/2025 | DRW Securities LLC | 8,298 | $795K | 0.0% | N/A | 0.024% | |
5/15/2025 | Second Line Capital LLC | 3,501 | $335K | 0.1% | N/A | 0.010% | |
5/15/2025 | Baird Financial Group Inc. | 14,942 | $1.43M | 0.0% | +0.8% | 0.043% | |
5/15/2025 | HGI Capital Management LLC | 2,751 | $263K | 0.3% | N/A | 0.008% | |
5/15/2025 | Itau Unibanco Holding S.A. | 89,255 | $8.55M | 0.3% | +823.5% | 0.259% | |
5/14/2025 | TCM Advisors LLC | 32,500 | $3.11M | 0.3% | +4.2% | 0.094% | |
5/14/2025 | Comerica Bank | 21,011 | $2.01M | 0.0% | -7.0% | 0.061% | |
5/14/2025 | Synovus Financial Corp | 7,857 | $752K | 0.0% | -9.1% | 0.023% | |
5/14/2025 | Jump Financial LLC | 96,832 | $9.27M | 0.1% | N/A | 0.281% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 236,277 | $22.62M | 0.0% | +5.2% | 0.685% | |
5/14/2025 | Kestra Advisory Services LLC | 23,104 | $2.21M | 0.0% | -4.6% | 0.067% | |
5/14/2025 | Broadview Financial Management LLC | 20,875 | $2.00M | 1.5% | -5.8% | 0.061% | |
5/14/2025 | 1832 Asset Management L.P. | 3,930 | $376K | 0.0% | -15.4% | 0.011% | |
5/14/2025 | United Asset Strategies Inc. | 3,221 | $308K | 0.0% | -24.4% | 0.009% | |
5/14/2025 | PGIM Custom Harvest LLC | 413,478 | $39.59M | 0.9% | +4.3% | 1.198% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 33,793 | $3.22M | 0.0% | +4.0% | 0.098% | |
5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 126,934 | $12.15M | 0.2% | +6.0% | 0.368% | |
5/14/2025 | Hsbc Holdings PLC | 467,522 | $44.51M | 0.0% | +8.3% | 1.355% | |
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5/14/2025 | Maven Securities LTD | 74,443 | $7.13M | 0.2% | -111.2% | 0.216% | |
5/14/2025 | Quantbot Technologies LP | 24,826 | $2.38M | 0.1% | -39.8% | 0.072% | |
5/13/2025 | Sand Hill Global Advisors LLC | 145,982 | $13.98M | 0.6% | -4.8% | 0.423% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 4,626 | $443K | 0.1% | +8.5% | 0.013% | |
5/13/2025 | Ethos Financial Group LLC | 9,333 | $894K | 0.1% | N/A | 0.027% | |
5/13/2025 | Raymond James Financial Inc. | 203,747 | $19.51M | 0.0% | -14.7% | 0.591% | |
5/13/2025 | Global Endowment Management LP | 68,880 | $6.60M | 0.9% | +64.5% | 0.200% | |
5/13/2025 | Fox Run Management L.L.C. | 52,500 | $5.03M | 0.8% | +23.0% | 0.152% | |
5/13/2025 | Finley Financial LLC | 11,495 | $1.07M | 0.6% | -23.2% | 0.033% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 150,572 | $14.42M | 0.1% | +127.9% | 0.436% | |
5/13/2025 | Russell Investments Group Ltd. | 447 | $43K | 0.0% | N/A | 0.001% | |
5/13/2025 | HighTower Advisors LLC | 52,285 | $5.01M | 0.0% | -32.7% | 0.152% | |
5/12/2025 | Nuveen LLC | 9,100 | $871K | 0.0% | N/A | 0.026% | |
5/12/2025 | Simplex Trading LLC | 4,360 | $417K | 0.0% | N/A | 0.013% | |
5/12/2025 | Manhattan West Asset Management LLC | 2,840 | $272K | 0.1% | -5.3% | 0.008% | |
5/12/2025 | Measured Wealth Private Client Group LLC | 47,332 | $4.53M | 1.5% | +145.0% | 0.137% | |
5/12/2025 | Bristlecone Advisors LLC | 6,004 | $575K | 0.0% | -7.2% | 0.017% | |
5/12/2025 | Citigroup Inc. | 724,731 | $69.39M | 0.0% | -1,580.5% | 2.101% | |
5/9/2025 | Chicago Partners Investment Group LLC | 2,136 | $201K | 0.0% | N/A | 0.006% | |
5/9/2025 | RiverGlades Family Offices LLC | 24,743 | $2.37M | 1.7% | -1.6% | 0.072% | |
5/9/2025 | Wealthspire Advisors LLC | 22,270 | $2.13M | 0.0% | +141.7% | 0.065% | |
5/9/2025 | Atria Wealth Solutions Inc. | 4,453 | $426K | 0.0% | +3.2% | 0.013% | |
5/9/2025 | Connable Office Inc. | 275,246 | $26.36M | 2.8% | -33.1% | 0.798% | |
5/9/2025 | Blair William & Co. IL | 20,928 | $2.00M | 0.0% | -3.3% | 0.061% | |
5/9/2025 | Phocas Financial Corp. | 2,350 | $225K | 0.0% | -24.2% | 0.007% | |
5/9/2025 | J. Safra Sarasin Holding AG | 9,607 | $920K | 0.0% | -42.2% | 0.028% | |
5/9/2025 | PNC Financial Services Group Inc. | 400,387 | $38.34M | 0.0% | -0.4% | 1.161% | |
5/8/2025 | Commerce Bank | 13,792 | $1.32M | 0.0% | -1.8% | 0.040% | |
5/8/2025 | Moors & Cabot Inc. | 8,486 | $813K | 0.0% | +7.0% | 0.025% | |
5/8/2025 | Jefferies Financial Group Inc. | 12,464 | $1.19M | 0.0% | N/A | 0.036% | |
5/8/2025 | US Bancorp DE | 433,642 | $41.52M | 0.3% | -5.2% | 1.257% | |
5/8/2025 | Modera Wealth Management LLC | 7,699 | $737K | 0.0% | -6.5% | 0.022% | |
5/8/2025 | Arkadios Wealth Advisors | 2,538 | $243K | 0.0% | N/A | 0.007% | |
5/8/2025 | Cozad Asset Management Inc. | 2,725 | $261K | 0.0% | -16.4% | 0.008% | |
5/7/2025 | Patten & Patten Inc. TN | 2,205 | $211K | 0.0% | N/A | 0.006% | |
5/7/2025 | New Republic Capital LLC | 50,123 | $4.80M | 2.1% | +71,504.3% | 0.145% | |
5/7/2025 | KFA Private Wealth Group LLC | 2,604 | $249K | 0.1% | N/A | 0.008% | |
5/7/2025 | Atlas Legacy Advisors LLC | 7,064 | $669K | 0.2% | -14.0% | 0.020% | |
5/7/2025 | Bellwether Advisors LLC | 1,462 | $139K | 0.0% | +19.5% | 0.004% | |
5/7/2025 | LPL Financial LLC | 351,882 | $33.69M | 0.0% | -20.5% | 1.020% | |
5/7/2025 | GLOBALT Investments LLC GA | 10,046 | $962K | 0.0% | -9.5% | 0.029% | |
5/7/2025 | Stevens Capital Management LP | 13,506 | $1.29M | 0.3% | N/A | 0.039% | |
5/6/2025 | Cetera Investment Advisers | 37,253 | $3.57M | 0.0% | -80.4% | 0.108% | |
5/6/2025 | Avantax Advisory Services Inc. | 22,308 | $2.14M | 0.0% | +9.7% | 0.065% | |
5/6/2025 | One Wealth Advisors LLC | 2,122 | $203K | 0.0% | N/A | 0.006% | |
5/6/2025 | Lifeworks Advisors LLC | 34,873 | $3.34M | 0.6% | -28.7% | 0.101% | |
5/6/2025 | Financial & Tax Architects LLC | 8,664 | $830K | 0.2% | +19.3% | 0.025% | |
5/6/2025 | AE Wealth Management LLC | 1,210 | $116K | 0.0% | -98.3% | 0.004% | |
5/5/2025 | Covenant Asset Management LLC | 7,072 | $677K | 0.1% | -1.6% | 0.020% | |
5/5/2025 | TAGStone Capital Inc. | 13,347 | $1.28M | 0.6% | -9.3% | 0.039% | |
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5/5/2025 | Kestra Private Wealth Services LLC | 2,096 | $201K | 0.0% | N/A | 0.006% | |
5/5/2025 | Private Advisor Group LLC | 13,453 | $1.29M | 0.0% | -1.5% | 0.039% | |
5/2/2025 | KM Capital Management Ltd. | 30,304 | $2.90M | 1.6% | +9.6% | 0.093% | |
5/2/2025 | Bear Mountain Capital Inc. | 1,848 | $173K | 0.1% | -6.0% | 0.006% | |
5/2/2025 | Bailard Inc. | 70,249 | $6.73M | 0.2% | -2.9% | 0.215% | |
5/2/2025 | Cullen Frost Bankers Inc. | 8,374 | $802K | 0.0% | +7.5% | 0.026% | |
5/2/2025 | Grey Fox Wealth Advisors LLC | 7,154 | $685K | 0.2% | +12.6% | 0.022% | |
5/2/2025 | Graybill Wealth Management LTD. | 5,721 | $548K | 0.2% | N/A | 0.017% | |
5/2/2025 | SBI Securities Co. Ltd. | 30,153 | $2.89M | 0.1% | -5.0% | 0.092% | |
5/2/2025 | Sigma Planning Corp | 4,572 | $438K | 0.0% | +99.2% | 0.014% | |