8/27/2025 | Orion Porfolio Solutions LLC | 60,922 | $3.05M | 0.0% | -36.5% | 0.217% | |
8/26/2025 | Nautilus Advisors LLC | 18,781 | $941K | 0.7% | -15.9% | 0.067% | |
8/19/2025 | Advisory Services Network LLC | 40,453 | $2.01M | 0.0% | +5.3% | 0.144% | |
8/19/2025 | Anchor Investment Management LLC | 42,213 | $2.11M | 0.2% | +8.5% | 0.150% | |
8/16/2025 | Evergreen Capital Management LLC | 1,073,502 | $53.77M | 1.6% | +1.4% | 3.827% | |
8/15/2025 | Montag & Caldwell LLC | 7,611 | $381K | 0.1% | N/A | 0.027% | |
8/15/2025 | Orion Porfolio Solutions LLC | 60,922 | $3.05M | 0.0% | -36.5% | 0.217% | |
8/15/2025 | MML Investors Services LLC | 1,508,448 | $75.56M | 0.2% | +5.5% | 5.378% | |
8/15/2025 | Hilton Capital Management LLC | 895,924 | $44.88M | 3.6% | -22.2% | 3.194% | |
8/15/2025 | Benjamin Edwards Inc. | 56,249 | $2.82M | 0.0% | -23.6% | 0.201% | |
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8/15/2025 | Bank of America Corp DE | 4,682 | $235K | 0.0% | -60.4% | 0.017% | |
8/14/2025 | Jane Street Group LLC | 79,541 | $3.98M | 0.0% | +638.9% | 0.284% | |
8/14/2025 | Raymond James Financial Inc. | 2,222 | $111K | 0.0% | N/A | 0.008% | |
8/14/2025 | NewEdge Advisors LLC | 14,775 | $740K | 0.0% | -32.3% | 0.053% | |
8/14/2025 | L2 Asset Management LLC | 215,050 | $10.77M | 1.8% | +12.2% | 0.767% | |
8/13/2025 | Fort Sheridan Advisors LLC | 5,038 | $252K | 0.0% | N/A | 0.018% | |
8/13/2025 | Advocacy Wealth Management Services LLC | 170,642 | $8.55M | 0.5% | +8.0% | 0.608% | |
8/13/2025 | Smith Moore & CO. | 19,553 | $979K | 0.1% | +7.1% | 0.070% | |
8/13/2025 | Lido Advisors LLC | 6,678 | $335K | 0.0% | -18.8% | 0.024% | |
8/13/2025 | Leuthold Group LLC | 99,986 | $5.01M | 0.6% | -19.3% | 0.356% | |
8/13/2025 | Schroder Investment Management Group | 15,329 | $768K | 0.0% | +5.9% | 0.055% | |
8/12/2025 | J.W. Cole Advisors Inc. | 55,638 | $2.79M | 0.1% | N/A | 0.198% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 9,766 | $489K | 0.0% | +41.1% | 0.035% | |
8/12/2025 | CreativeOne Wealth LLC | 31,595 | $1.58M | 0.0% | +6.0% | 0.113% | |
8/12/2025 | Watchman Group Inc. | 742,514 | $37.19M | 9.7% | +5.2% | 2.647% | |
8/12/2025 | JPMorgan Chase & Co. | 123,717 | $6.20M | 0.0% | +4.7% | 0.441% | |
8/11/2025 | Morling Financial Advisors LLC | 295,026 | $14.78M | 4.8% | -1.8% | 1.060% | |
8/11/2025 | First American Trust FSB | 147,963 | $7.41M | 0.6% | -9.9% | 0.532% | |
8/11/2025 | SFI Advisors LLC | 4,040 | $202K | 0.1% | N/A | 0.015% | |
8/8/2025 | Tortoise Investment Management LLC | 343,462 | $17.20M | 1.6% | +3.3% | 1.234% | |
8/8/2025 | Meridian Wealth Management LLC | 9,400 | $471K | 0.0% | N/A | 0.034% | |
8/8/2025 | Calamos Advisors LLC | 64,144 | $3.21M | 0.0% | +99.3% | 0.231% | |
8/7/2025 | Nwam LLC | 151,982 | $7.57M | 0.6% | -12.2% | 0.546% | |
8/7/2025 | Allworth Financial LP | 523 | $26K | 0.0% | N/A | 0.002% | |
8/6/2025 | True Wealth Design LLC | 202,742 | $10.16M | 3.6% | N/A | 0.729% | |
8/6/2025 | AE Wealth Management LLC | 4,175 | $209K | 0.0% | -94.3% | 0.015% | |
8/6/2025 | Wedbush Securities Inc. | 31,879 | $1.60M | 0.1% | +39.0% | 0.115% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 274,063 | $13.73M | 1.6% | +25.8% | 0.985% | |
8/6/2025 | Ethos Financial Group LLC | 152,381 | $7.63M | 0.7% | -1.7% | 0.548% | |
8/6/2025 | Convergence Financial LLC | 276,099 | $13.83M | 2.4% | +9.0% | 0.992% | |
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8/5/2025 | Beckerman Institutional LLC | 35,580 | $1.78M | 1.2% | +5.8% | 0.128% | |
8/5/2025 | Huntington National Bank | 1,078 | $54K | 0.0% | +29.3% | 0.004% | |
8/5/2025 | Bank of New York Mellon Corp | 265,089 | $13.28M | 0.0% | N/A | 0.953% | |
8/5/2025 | Bank of Montreal Can | 76,695 | $3.84M | 0.0% | +163.6% | 0.276% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 3,171 | $159K | 0.0% | +81.2% | 0.011% | |
8/4/2025 | Hutchinson Capital Management CA | 255,224 | $12.78M | 2.3% | +30.2% | 0.917% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,976,092 | $98.98M | 0.0% | +2.4% | 7.102% | |
7/31/2025 | Longview Financial Advisors Inc. | 38,976 | $1.95M | 1.7% | +2.2% | 0.140% | |
7/30/2025 | Patten Group Inc. | 27,821 | $1.39M | 0.3% | N/A | 0.100% | |
7/29/2025 | Stephens Inc. AR | 9,000 | $451K | 0.0% | N/A | 0.032% | |
7/29/2025 | Straight Path Wealth Management | 6,440 | $323K | 0.1% | -7.5% | 0.023% | |
7/25/2025 | Priebe Wealth Holdings LLC | 123,100 | $6.17M | 5.3% | +31.0% | 0.442% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 80,969 | $4.06M | 0.0% | +122.1% | 0.291% | |
7/25/2025 | Sharp Financial Services LLC | 7,050 | $353K | 0.2% | +56.7% | 0.025% | |
7/25/2025 | GFS Advisors LLC | 5,200 | $260K | 0.0% | -78.0% | 0.019% | |
7/24/2025 | Endeavor Private Wealth Inc. | 6,292 | $315K | 0.1% | -52.2% | 0.023% | |
7/23/2025 | Bar Harbor Wealth Management | 297,952 | $14.92M | 1.0% | +6.8% | 1.071% | |
7/23/2025 | Narwhal Capital Management | 71,250 | $3.57M | 0.3% | +22.2% | 0.256% | |
7/23/2025 | Citizens National Bank Trust Department | 20,789 | $1.04M | 0.2% | +32.2% | 0.075% | |
7/23/2025 | Venturi Wealth Management LLC | 15,974 | $800K | 0.0% | -2.2% | 0.057% | |
7/23/2025 | Heck Capital Advisors LLC | 230,380 | $11.54M | 1.0% | +3.0% | 0.828% | |
7/21/2025 | Andina Capital Management LLC | 77,333 | $3.87M | 2.7% | -20.5% | 0.278% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,954 | $98K | 0.0% | -90.0% | 0.007% | |
7/18/2025 | Vigilare Wealth Management | 5,056 | $253K | 0.1% | -16.6% | 0.018% | |
7/18/2025 | PFG Investments LLC | 7,146 | $358K | 0.0% | +7.2% | 0.026% | |
7/18/2025 | Truist Financial Corp | 64,454 | $3.21M | 0.0% | -52.7% | 0.233% | |
7/17/2025 | Janney Montgomery Scott LLC | 118,332 | $5.93M | 0.0% | -4.2% | 0.429% | |
7/17/2025 | Alpine Bank Wealth Management | 20,748 | $1.04M | 0.2% | -27.6% | 0.075% | |
7/16/2025 | Cambridge Advisors Inc. | 16,409 | $822K | 0.2% | +3.1% | 0.060% | |
7/16/2025 | Maridea Wealth Management LLC | 4,430 | $222K | 0.1% | N/A | 0.016% | |
7/14/2025 | Edge Wealth Management LLC | 263,171 | $13.18M | 2.5% | +15.9% | 0.954% | |
7/11/2025 | Farther Finance Advisors LLC | 1,162 | $58K | 0.0% | +59.8% | 0.004% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 248,545 | $12.41M | 0.0% | -11.3% | 0.906% | |
7/9/2025 | Seneca House Advisors | 55,241 | $2.77M | 1.2% | -24.6% | 0.201% | |
7/9/2025 | Breakwater Capital Group | 59,069 | $2.96M | 0.5% | +76.4% | 0.215% | |
7/8/2025 | Atlas Brown Inc. | 5,200 | $260K | 0.1% | +23.8% | 0.019% | |
7/8/2025 | GK Wealth Management LLC | 20,864 | $1.05M | 0.9% | -17.1% | 0.076% | |
7/7/2025 | Park Edge Advisors LLC | 95,797 | $4.80M | 1.2% | +25.0% | 0.349% | |
7/7/2025 | Peak Financial Advisors LLC | 281,957 | $14.12M | 7.2% | -23.6% | 1.028% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,245 | $62K | 0.0% | +37.0% | 0.005% | |
7/1/2025 | First National Bank Sioux Falls | 29,273 | $1.47M | 0.5% | +56.3% | 0.099% | |
7/1/2025 | Private Client Services LLC | 46,846 | $2.35M | 0.9% | -5.1% | 0.158% | |
6/27/2025 | Goldman Sachs Group Inc. | 10,332 | $518K | 0.0% | N/A | 0.035% | |
5/28/2025 | GK Wealth Management LLC | 25,054 | $1.26M | 1.5% | +23.2% | 0.079% | |
5/21/2025 | Geneos Wealth Management Inc. | 27,330 | $1.37M | 0.0% | +270.5% | 0.087% | |
5/20/2025 | Anchor Investment Management LLC | 38,889 | $1.95M | 0.2% | +13.4% | 0.124% | |
5/19/2025 | Jane Street Group LLC | 10,765 | $540K | 0.0% | -90.1% | 0.034% | |
5/16/2025 | Goldman Sachs Group Inc. | 10,332 | $518K | 0.0% | N/A | 0.033% | |
5/16/2025 | Knightsbridge Asset Management LLC | 571,421 | $28.65M | 7.0% | +2.5% | 1.823% | |
5/16/2025 | NewEdge Advisors LLC | 21,834 | $1.10M | 0.0% | +37.6% | 0.070% | |
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5/16/2025 | AlphaQ Advisors LLC | 17,719 | $888K | 2.1% | N/A | 0.057% | |
5/16/2025 | Aprio Wealth Management LLC | 296,048 | $14.84M | 1.9% | +43.0% | 0.944% | |
5/15/2025 | Royal Bank of Canada | 234,111 | $11.74M | 0.0% | +29.3% | 0.747% | |
5/15/2025 | Evergreen Capital Management LLC | 1,058,867 | $53.09M | 1.8% | +42.7% | 3.378% | |
5/15/2025 | WPG Advisers LLC | 1,780 | $89K | 0.1% | N/A | 0.006% | |
5/15/2025 | Tortoise Investment Management LLC | 332,501 | $16.67M | 1.7% | +10.3% | 1.061% | |
5/14/2025 | CreativeOne Wealth LLC | 29,796 | $1.49M | 0.0% | +3.8% | 0.095% | |
5/14/2025 | Comerica Bank | 6,352 | $318K | 0.0% | +111.7% | 0.020% | |
5/14/2025 | Andina Capital Management LLC | 97,249 | $4.88M | 3.5% | -7.6% | 0.310% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 737,341 | $36.97M | 0.9% | +3.5% | 2.352% | |