5/21/2025 | Geneos Wealth Management Inc. | 6,914 | $441K | 0.0% | N/A | 0.016% | |
5/20/2025 | Belpointe Asset Management LLC | 30,507 | $1.95M | 0.1% | N/A | 0.072% | |
5/20/2025 | Focus Partners Wealth | 183,585 | $11.72M | 0.0% | -2.8% | 0.431% | |
5/19/2025 | Advisory Alpha LLC | 380,177 | $24.26M | 0.8% | +11,228.3% | 0.893% | |
5/16/2025 | Goldman Sachs Group Inc. | 3,406 | $217K | 0.0% | N/A | 0.008% | |
5/16/2025 | Jones Financial Companies Lllp | 750 | $48K | 0.0% | -96.7% | 0.002% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 175,370 | $11.19M | 0.0% | +16.6% | 0.412% | |
5/16/2025 | Advisors Asset Management Inc. | 58,205 | $3.71M | 0.1% | +103.2% | 0.137% | |
5/15/2025 | EP Wealth Advisors LLC | 9,431 | $602K | 0.0% | +4.4% | 0.022% | |
5/15/2025 | Royal Bank of Canada | 733,209 | $46.79M | 0.0% | -10.9% | 1.723% | |
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5/15/2025 | MAI Capital Management | 197,701 | $12.62M | 0.1% | +0.7% | 0.465% | |
5/15/2025 | Baird Financial Group Inc. | 285,772 | $18.24M | 0.0% | +94.7% | 0.672% | |
5/15/2025 | Evergreen Capital Management LLC | 157,148 | $10.03M | 0.3% | -62.6% | 0.369% | |
5/15/2025 | Oarsman Capital Inc. | 27,638 | $1.76M | 0.3% | +5.0% | 0.065% | |
5/14/2025 | Transamerica Financial Advisors LLC | 28,451 | $1.82M | 0.2% | +1.8% | 0.067% | |
5/14/2025 | Comerica Bank | 57,901 | $3.70M | 0.0% | -6.6% | 0.136% | |
5/14/2025 | Synovus Financial Corp | 4,051 | $258K | 0.0% | -8.1% | 0.010% | |
5/14/2025 | SVB Wealth LLC | 1,257 | $80K | 0.0% | N/A | 0.003% | |
5/14/2025 | B&D White Capital Company LLC | 243,700 | $15.55M | 2.2% | +173.9% | 0.573% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 23,567 | $1.50M | 0.0% | +74.8% | 0.055% | |
5/14/2025 | Trinity Legacy Partners LLC | 73,407 | $4.47M | 1.1% | -5.8% | 0.173% | |
5/14/2025 | Sax Wealth Advisors LLC | 5,091 | $325K | 0.0% | +8.4% | 0.012% | |
5/14/2025 | Kestra Advisory Services LLC | 18,841 | $1.20M | 0.0% | -3.6% | 0.044% | |
5/14/2025 | Lionsbridge Wealth Management LLC | 4,791 | $306K | 0.3% | N/A | 0.011% | |
5/14/2025 | CW Advisors LLC | 28,834 | $1.86M | 0.0% | +299.5% | 0.068% | |
5/14/2025 | ZEGA Investments LLC | 19,146 | $1.22M | 0.2% | +487.5% | 0.045% | |
5/13/2025 | Raymond James Financial Inc. | 545,478 | $34.81M | 0.0% | +165.7% | 1.274% | |
5/13/2025 | Cresset Asset Management LLC | 244,180 | $15.58M | 0.1% | -33.0% | 0.570% | |
5/13/2025 | Global Endowment Management LP | 39,000 | $2.49M | 0.3% | -13.3% | 0.091% | |
5/13/2025 | Annandale Capital LLC | 278,700 | $17.78M | 1.1% | -4.6% | 0.651% | |
5/13/2025 | HighTower Advisors LLC | 5,497 | $351K | 0.0% | +54.1% | 0.013% | |
5/12/2025 | AlphaCore Capital LLC | 4,300 | $274K | 0.0% | N/A | 0.010% | |
5/12/2025 | Beacon Harbor Wealth Advisors Inc. | 206,071 | $13.15M | 3.1% | -1.1% | 0.481% | |
5/9/2025 | Endowment Wealth Management Inc. | 3,564 | $227K | 0.1% | -7.6% | 0.008% | |
5/9/2025 | Wealthspire Advisors LLC | 9,055 | $578K | 0.0% | +8.5% | 0.021% | |
5/9/2025 | Atria Wealth Solutions Inc. | 57,949 | $3.70M | 0.0% | +1.7% | 0.135% | |
5/9/2025 | Plan Group Financial LLC | 9,800 | $625K | 0.2% | N/A | 0.023% | |
5/9/2025 | Liberty Wealth Management LLC | 89,271 | $5.70M | 0.1% | N/A | 0.208% | |
5/9/2025 | PNC Financial Services Group Inc. | 456,053 | $29.10M | 0.0% | -0.1% | 1.065% | |
5/8/2025 | Baker Avenue Asset Management LP | 142,141 | $9.07M | 0.3% | -2.5% | 0.332% | |
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5/8/2025 | Altiora Financial Group LLC | 3,200 | $204K | 0.0% | N/A | 0.007% | |
5/8/2025 | Pasadena Private Wealth LLC | 5,773 | $368K | 0.1% | -18.3% | 0.013% | |
5/8/2025 | Harbour Investments Inc. | 18,210 | $1.16M | 0.0% | +2,543.0% | 0.043% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 11,571 | $738K | 0.3% | +3.4% | 0.027% | |
5/8/2025 | Foster & Motley Inc. | 10,441 | $666K | 0.0% | -1.6% | 0.024% | |
5/8/2025 | NorthRock Partners LLC | 595 | $38K | 0.0% | N/A | 0.001% | |
5/8/2025 | Arkadios Wealth Advisors | 4,222 | $269K | 0.0% | +19.3% | 0.010% | |
5/7/2025 | Fielder Capital Group LLC | 14,710 | $939K | 0.3% | -51.8% | 0.034% | |
5/7/2025 | Ameraudi Asset Management Inc. | 28,784 | $1.84M | 1.1% | -19.0% | 0.067% | |
5/7/2025 | LPL Financial LLC | 1,404,062 | $89.59M | 0.0% | +28.1% | 3.278% | |
5/6/2025 | Cetera Investment Advisers | 250,246 | $15.97M | 0.0% | +3.3% | 0.584% | |
5/6/2025 | Avantax Advisory Services Inc. | 33,059 | $2.11M | 0.0% | +350.8% | 0.077% | |
5/6/2025 | Brookwood Investment Group LLC | 5,452 | $348K | 0.1% | N/A | 0.013% | |
5/6/2025 | Venturi Wealth Management LLC | 33,987 | $2.17M | 0.1% | -1.3% | 0.079% | |
5/6/2025 | Old Port Advisors | 72,195 | $4.61M | 1.4% | -4.5% | 0.169% | |
5/6/2025 | Proficio Capital Partners LLC | 6,811 | $435K | 0.0% | -84.1% | 0.016% | |
5/6/2025 | Financial Partners Group Inc | 33,348 | $2.13M | 0.3% | +6.4% | 0.078% | |
5/6/2025 | Y Intercept Hong Kong Ltd | 3,774 | $241K | 0.0% | N/A | 0.009% | |
5/6/2025 | PFG Advisors | 3,292 | $210K | 0.0% | N/A | 0.008% | |
5/6/2025 | Ignite Planners LLC | 4,300 | $258K | 0.1% | -8.6% | 0.010% | |
5/5/2025 | Private Advisor Group LLC | 8,293 | $529K | 0.0% | +5.1% | 0.019% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 29,460 | $1.88M | 0.4% | -8.0% | 0.069% | |
5/2/2025 | Pettinga Financial Advisors LLC | 5,425 | $346K | 0.1% | -12.9% | 0.013% | |
5/2/2025 | Cullen Frost Bankers Inc. | 929 | $59K | 0.0% | +81.1% | 0.002% | |
5/2/2025 | Firestone Capital Management | 7,442 | $475K | 0.1% | -5.4% | 0.017% | |
5/2/2025 | Apollon Wealth Management LLC | 30,692 | $1.96M | 0.0% | N/A | 0.072% | |
5/1/2025 | Bleakley Financial Group LLC | 10,949 | $699K | 0.0% | +20.9% | 0.026% | |
5/1/2025 | CWM LLC | 14,280 | $911K | 0.0% | -55.8% | 0.033% | |
5/1/2025 | Rational Advisors Inc. | 824,760 | $52.63M | 5.3% | N/A | 1.926% | |
5/1/2025 | Fulcrum Equity Management | 15,654 | $999K | 1.1% | -17.4% | 0.037% | |
5/1/2025 | Fifth Third Securities Inc. | 25,079 | $1.60M | 0.1% | +69.0% | 0.059% | |
4/30/2025 | Sharpepoint LLC | 36,563 | $2.25M | 2.0% | +539.2% | 0.085% | |
4/30/2025 | Leavell Investment Management Inc. | 45,537 | $2.91M | 0.1% | +9.7% | 0.106% | |
4/30/2025 | Axxcess Wealth Management LLC | 26,665 | $1.70M | 0.0% | N/A | 0.062% | |
4/30/2025 | Stratos Wealth Partners LTD. | 19,296 | $1.23M | 0.0% | +4.2% | 0.045% | |
4/30/2025 | Stratos Wealth Advisors LLC | 123,949 | $7.91M | 0.4% | -3.2% | 0.289% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 5,163 | $329K | 0.0% | N/A | 0.012% | |
4/29/2025 | Envestnet Asset Management Inc. | 416,362 | $26.57M | 0.0% | -4.2% | 0.972% | |
4/29/2025 | Riggs Asset Managment Co. Inc. | 55,449 | $3.54M | 1.0% | +1.3% | 0.129% | |
4/29/2025 | Seascape Capital Management | 74,765 | $4.77M | 1.7% | +4.9% | 0.175% | |
4/29/2025 | OneDigital Investment Advisors LLC | 16,621 | $1.06M | 0.0% | +67.9% | 0.039% | |
4/29/2025 | Silver Oak Securities Incorporated | 16,224 | $1.04M | 0.1% | -6.7% | 0.038% | |
4/29/2025 | Aurora Private Wealth Inc. | 14,326 | $914K | 0.2% | +3.4% | 0.033% | |
4/28/2025 | D.A. Davidson & CO. | 8,518 | $544K | 0.0% | -9.3% | 0.020% | |
4/28/2025 | Principal Financial Group Inc. | 649,900 | $41.47M | 0.0% | N/A | 1.517% | |
4/28/2025 | Glassy Mountain Advisors Inc. | 60,966 | $3.89M | 1.4% | +1.0% | 0.142% | |
4/28/2025 | Private Trust Co. NA | 2,672 | $170K | 0.0% | +25.3% | 0.006% | |
4/28/2025 | Sageworth Trust Co | 148,340 | $9.47M | 0.6% | +311.9% | 0.346% | |
4/25/2025 | Saxon Interests Inc. | 9,608 | $613K | 0.3% | +4.8% | 0.022% | |
4/25/2025 | Essex LLC | 58,078 | $3.71M | 0.8% | -8.1% | 0.136% | |
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4/25/2025 | Argent Advisors Inc. | 13,180 | $841K | 0.3% | -69.5% | 0.031% | |
4/25/2025 | Stonebridge Financial Group LLC | 1,000 | $64K | 0.0% | N/A | 0.002% | |
4/25/2025 | WestEnd Advisors LLC | 1,156 | $74K | 0.0% | -53.8% | 0.003% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 84,613 | $5.40M | 0.0% | +88.2% | 0.198% | |
4/24/2025 | Sunbelt Securities Inc. | 2,010 | $128K | 0.0% | +78.0% | 0.005% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 2,900 | $185K | 0.0% | N/A | 0.007% | |
4/23/2025 | GenTrust LLC | 307,739 | $19.64M | 0.9% | -4.1% | 0.719% | |
4/23/2025 | SFG Wealth Management LLC. | 10,545 | $673K | 0.3% | N/A | 0.025% | |
4/23/2025 | SOL Capital Management CO | 85,394 | $5.45M | 0.6% | +0.3% | 0.199% | |
4/23/2025 | Aurora Private Wealth Inc. | 14,326 | $914K | 0.0% | +3.4% | 0.033% | |