5/21/2025 | Geneos Wealth Management Inc. | 15,887 | $1.51M | 0.1% | -2.6% | 0.023% | |
5/20/2025 | Focus Partners Wealth | 57,844 | $5.51M | 0.0% | N/A | 0.085% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 3,311 | $316K | 0.2% | -16.0% | 0.005% | |
5/19/2025 | SageView Advisory Group LLC | 13,793 | $1.31M | 0.1% | +5.5% | 0.020% | |
5/19/2025 | Advisory Alpha LLC | 6,815 | $649K | 0.0% | -8.1% | 0.010% | |
5/16/2025 | Ascent Group LLC | 11,968 | $1.14M | 0.0% | -49.6% | 0.018% | |
5/16/2025 | Coppell Advisory Solutions LLC | 7,969 | $759K | 0.1% | -2.7% | 0.012% | |
5/16/2025 | Everstar Asset Management LLC | 6,955 | $663K | 0.1% | N/A | 0.010% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 5,316 | $507K | 0.0% | +20.0% | 0.008% | |
5/16/2025 | Goldman Sachs Group Inc. | 997,726 | $95.08M | 0.0% | -14.8% | 1.470% | |
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5/16/2025 | Jones Financial Companies Lllp | 16,408 | $1.56M | 0.0% | +1,210.5% | 0.024% | |
5/16/2025 | Talon Private Wealth LLC | 19,603 | $1.87M | 0.3% | +2.0% | 0.029% | |
5/16/2025 | NewEdge Advisors LLC | 56,340 | $5.37M | 0.0% | -34.0% | 0.083% | |
5/16/2025 | Millennium Management LLC | 41,523 | $3.96M | 0.0% | -29.7% | 0.061% | |
5/16/2025 | Integrated Wealth Concepts LLC | 47,896 | $4.56M | 0.1% | +30.2% | 0.071% | |
5/16/2025 | Hancock Whitney Corp | 4,367 | $416K | 0.0% | -6.8% | 0.006% | |
5/16/2025 | Clark Capital Management Group Inc. | 5,449,830 | $519.37M | 3.7% | -0.6% | 8.030% | |
5/16/2025 | Advisors Asset Management Inc. | 1,079 | $103K | 0.0% | -48.4% | 0.002% | |
5/16/2025 | AlTi Global Inc. | 2,220 | $212K | 0.0% | N/A | 0.003% | |
5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 8,700 | $829K | 0.1% | -38.5% | 0.013% | |
5/15/2025 | Royal Bank of Canada | 411,284 | $39.20M | 0.0% | -54.1% | 0.606% | |
5/15/2025 | Betterment LLC | 22,741 | $2.17M | 0.0% | -26.7% | 0.034% | |
5/15/2025 | Baird Financial Group Inc. | 41,534 | $3.96M | 0.0% | +6.3% | 0.061% | |
5/15/2025 | The Manufacturers Life Insurance Company | 371,156 | $35.37M | 0.0% | +3.5% | 0.547% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 197,688 | $18.84M | 0.8% | +6.9% | 0.291% | |
5/15/2025 | BNP Paribas Financial Markets | 753,691 | $71.83M | 0.0% | -0.8% | 1.110% | |
5/14/2025 | Truvestments Capital LLC | 499 | $48K | 0.0% | +73.9% | 0.001% | |
5/14/2025 | Transamerica Financial Advisors LLC | 9,093 | $867K | 0.1% | -3.8% | 0.013% | |
5/14/2025 | Guggenheim Capital LLC | 135,334 | $12.90M | 0.1% | -8.3% | 0.199% | |
5/14/2025 | CreativeOne Wealth LLC | 13,828 | $1.32M | 0.0% | -48.6% | 0.020% | |
5/14/2025 | Ieq Capital LLC | 62,251 | $5.93M | 0.0% | -9.5% | 0.092% | |
5/14/2025 | Rafferty Asset Management LLC | 183,675 | $17.50M | 0.1% | -4.5% | 0.271% | |
5/14/2025 | Comerica Bank | 41,472 | $3.95M | 0.0% | +0.5% | 0.061% | |
5/14/2025 | Freedom Investment Management Inc. | 9,611 | $916K | 0.1% | -14.3% | 0.014% | |
5/14/2025 | Synovus Financial Corp | 4,156 | $396K | 0.0% | +67.5% | 0.006% | |
5/14/2025 | SVB Wealth LLC | 1,850 | $176K | 0.0% | -40.6% | 0.003% | |
5/14/2025 | Smartleaf Asset Management LLC | 3,667 | $349K | 0.0% | +64.4% | 0.005% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 58,756 | $5.60M | 0.0% | +13.8% | 0.087% | |
5/14/2025 | Kestra Advisory Services LLC | 232,219 | $22.13M | 0.1% | +162.1% | 0.342% | |
5/14/2025 | OFC Financial Planning LLC | 2,613 | $249K | 0.3% | -6.1% | 0.004% | |
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5/14/2025 | Ameriprise Financial Inc. | 1,019,563 | $98.59M | 0.0% | +3.1% | 1.502% | |
5/14/2025 | CW Advisors LLC | 5,510 | $525K | 0.0% | +19.9% | 0.008% | |
5/14/2025 | Summit Financial LLC | 43,831 | $4.18M | 0.1% | +5.5% | 0.065% | |
5/14/2025 | Estate Counselors LLC | 94,846 | $9.04M | 0.9% | +12.5% | 0.140% | |
5/14/2025 | TFB Advisors LLC | 19,917 | $1.90M | 0.5% | +8.3% | 0.029% | |
5/14/2025 | Crabel Capital Management LLC | 44,839 | $4.27M | 4.6% | +48.0% | 0.066% | |
5/14/2025 | Hsbc Holdings PLC | 306,741 | $29.23M | 0.0% | -14.0% | 0.452% | |
5/14/2025 | M Holdings Securities Inc. | 10,080 | $961K | 0.2% | N/A | 0.015% | |
5/14/2025 | RWA Wealth Partners LLC | 4,931 | $470K | 0.0% | +12.1% | 0.007% | |
5/13/2025 | Brooklyn Investment Group | 768 | $73K | 0.0% | N/A | 0.001% | |
5/13/2025 | Global View Capital Management LLC | 13,882 | $1.32M | 0.5% | -1.3% | 0.020% | |
5/13/2025 | CacheTech Inc. | 5,342 | $509K | 0.1% | -3.8% | 0.008% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 43,580 | $4.15M | 0.0% | +10.7% | 0.064% | |
5/13/2025 | Adams Wealth Management | 5,342 | $509K | 0.1% | -3.8% | 0.008% | |
5/13/2025 | Raymond James Financial Inc. | 325,134 | $30.99M | 0.0% | +16.1% | 0.479% | |
5/13/2025 | Wealthedge Investment Advisors LLC | 3,020 | $288K | 0.1% | -14.5% | 0.004% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 11,373 | $1.08M | 0.1% | -3.4% | 0.017% | |
5/13/2025 | Trivium Point Advisory LLC | 7,514 | $716K | 0.1% | -24.9% | 0.011% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 4,493 | $428K | 0.6% | +166.0% | 0.007% | |
5/13/2025 | Anfield Capital Management LLC | 35,576 | $3.39M | 1.3% | +6.3% | 0.052% | |
5/13/2025 | HighTower Advisors LLC | 47,490 | $4.53M | 0.0% | -31.6% | 0.070% | |
5/12/2025 | Meridian Wealth Management LLC | 19,570 | $1.87M | 0.1% | +6.2% | 0.029% | |
5/12/2025 | Nuveen LLC | 195,572 | $18.64M | 0.0% | N/A | 0.288% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 12,933 | $1.23M | 0.2% | +91.7% | 0.019% | |
5/12/2025 | Invesco Ltd. | 3,000 | $286K | 0.0% | N/A | 0.004% | |
5/12/2025 | Florin Court Capital LLP | 15,000 | $1.43M | 1.5% | -36.4% | 0.022% | |
5/12/2025 | Benjamin Edwards Inc. | 75,130 | $7.16M | 0.1% | +2.2% | 0.111% | |
5/12/2025 | ESL Trust Services LLC | 328 | $31K | 0.0% | -57.2% | 0.000% | |
5/12/2025 | FSA Wealth Partners Inc. | 108,437 | $10.33M | 3.9% | +1.0% | 0.160% | |
5/12/2025 | Townsquare Capital LLC | 186,277 | $17.75M | 0.2% | -5.8% | 0.274% | |
5/12/2025 | Savvy Advisors Inc. | 5,194 | $495K | 0.0% | N/A | 0.008% | |
5/12/2025 | Mitsubishi UFJ Asset Management Co. Ltd. | 3,723,655 | $354.46M | 0.3% | +10.7% | 5.486% | |
5/9/2025 | Headlands Technologies LLC | 5,462 | $521K | 0.1% | N/A | 0.008% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 38,286 | $3.65M | 0.0% | -9.1% | 0.056% | |
5/9/2025 | Citizens Financial Group Inc. RI | 2,765 | $264K | 0.0% | N/A | 0.004% | |
5/9/2025 | Wealthspire Advisors LLC | 47,577 | $4.53M | 0.0% | -4.9% | 0.070% | |
5/9/2025 | Atria Wealth Solutions Inc. | 50,600 | $4.82M | 0.1% | -20.5% | 0.075% | |
5/9/2025 | Cary Street Partners Financial LLC | 21,345 | $2.03M | 0.1% | +27.7% | 0.031% | |
5/9/2025 | Probity Advisors Inc. | 7,154 | $682K | 0.1% | -3.8% | 0.011% | |
5/9/2025 | SGL Investment Advisors Inc. | 7,882 | $745K | 0.4% | +26.7% | 0.012% | |
5/9/2025 | Commonwealth Equity Services LLC | 226,418 | $21.58M | 0.0% | +454.5% | 0.334% | |
5/9/2025 | Novus Advisors LLC | 2,971 | $283K | 0.3% | -82.8% | 0.004% | |
5/9/2025 | Banco Santander S.A. | 23,076 | $2.20M | 0.0% | +238.9% | 0.034% | |
5/9/2025 | PNC Financial Services Group Inc. | 651,474 | $62.09M | 0.0% | -1.2% | 0.960% | |
5/8/2025 | Fiduciary Wealth Partners LLC | 3,185 | $304K | 0.3% | N/A | 0.005% | |
5/8/2025 | IFG Advisory LLC | 60,538 | $5.77M | 0.3% | +0.4% | 0.089% | |
5/8/2025 | UNIVEST FINANCIAL Corp | 29,269 | $2.79M | 0.2% | -4.0% | 0.043% | |
5/8/2025 | Baker Avenue Asset Management LP | 58,724 | $5.60M | 0.2% | +92.0% | 0.087% | |
5/8/2025 | Jefferies Financial Group Inc. | 57,994 | $5.53M | 0.0% | -49.9% | 0.085% | |
5/8/2025 | US Bancorp DE | 16,867 | $1.61M | 0.0% | -4.1% | 0.025% | |
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5/8/2025 | Harbour Investments Inc. | 4,000 | $381K | 0.0% | -82.6% | 0.006% | |
5/8/2025 | King Wealth Management Group | 2,649 | $252K | 0.0% | -11.6% | 0.004% | |
5/8/2025 | Cordatus Wealth Management LLC | 12,083 | $1.15M | 0.3% | +123.4% | 0.018% | |
5/8/2025 | Hoxton Planning & Management LLC | 2,864 | $273K | 0.1% | N/A | 0.004% | |
5/8/2025 | Sovereign Investment Advisors LLC | 43,431 | $4.14M | 1.4% | -5.4% | 0.064% | |
5/8/2025 | Arkadios Wealth Advisors | 11,967 | $1.14M | 0.0% | N/A | 0.018% | |
5/8/2025 | Banque Cantonale Vaudoise | 691 | $66K | 0.0% | N/A | 0.001% | |
5/8/2025 | Federated Hermes Inc. | 46,350 | $4.42M | 0.0% | +766.4% | 0.068% | |
5/8/2025 | Geneos Wealth Management Inc. | 21,204 | $2.02M | 0.1% | +30.0% | 0.031% | |
5/7/2025 | N.E.W. Advisory Services LLC | 1,247 | $119K | 0.0% | N/A | 0.002% | |