7/11/2025 | Farther Finance Advisors LLC | 7,731 | $660K | 0.0% | -84.0% | 0.074% | |
7/11/2025 | CX Institutional | 140,042 | $11.95M | 0.4% | -21.6% | 1.334% | |
7/10/2025 | Orgel Wealth Management LLC | 3,915 | $334K | 0.0% | -9.2% | 0.037% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 97,806 | $8.34M | 0.0% | -9.5% | 0.931% | |
7/9/2025 | Intelligence Driven Advisers LLC | 734,636 | $62.69M | 9.5% | +9.2% | 6.997% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 123,288 | $10.52M | 0.3% | +0.6% | 1.174% | |
7/8/2025 | 21 West Wealth Management LLC | 26,393 | $2.25M | 2.3% | N/A | 0.253% | |
7/3/2025 | First Hawaiian Bank | 153,979 | $13.14M | 1.8% | -5.1% | 1.481% | |
6/4/2025 | First Hawaiian Bank | 162,242 | $12.81M | 0.6% | -12.3% | 1.583% | |
5/21/2025 | McAdam LLC | 12,431 | $982K | 0.1% | +10.1% | 0.116% | |
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5/21/2025 | Geneos Wealth Management Inc. | 7,831 | $618K | 0.0% | -46.3% | 0.073% | |
5/19/2025 | Jane Street Group LLC | 437,793 | $34.57M | 0.0% | +812.3% | 4.072% | |
5/16/2025 | AQR Capital Management LLC | 2,757 | $218K | 0.0% | N/A | 0.026% | |
5/15/2025 | Royal Bank of Canada | 17,152 | $1.36M | 0.0% | -85.3% | 0.160% | |
5/15/2025 | Betterment LLC | 22,974 | $1.81M | 0.0% | +2.7% | 0.214% | |
5/14/2025 | Jane Street Group LLC | 437,793 | $34.57M | 0.0% | +812.3% | 4.072% | |
5/14/2025 | Smartleaf Asset Management LLC | 638 | $51K | 0.0% | N/A | 0.006% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,351 | $2.55M | 0.0% | -2.5% | 0.301% | |
5/14/2025 | Ameriprise Financial Inc. | 1,213,762 | $95.83M | 0.0% | -46.0% | 11.291% | |
5/14/2025 | TFB Advisors LLC | 4,452 | $352K | 0.1% | -4.8% | 0.041% | |
5/13/2025 | Aptus Capital Advisors LLC | 129,388 | $10.22M | 0.1% | +3.4% | 1.204% | |
5/13/2025 | HighTower Advisors LLC | 53,631 | $4.23M | 0.0% | +22.0% | 0.499% | |
5/12/2025 | Townsquare Capital LLC | 31,072 | $2.45M | 0.0% | +3.1% | 0.289% | |
5/9/2025 | L & S Advisors Inc | 21,099 | $1.67M | 0.2% | +10.3% | 0.196% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 2,613 | $206K | 0.1% | N/A | 0.024% | |
5/8/2025 | NorthRock Partners LLC | 13,907 | $1.10M | 0.0% | -13.0% | 0.129% | |
5/7/2025 | Foundations Investment Advisors LLC | 11,097 | $876K | 0.0% | N/A | 0.103% | |
5/7/2025 | Vantage Financial Partners LLC | 3,249 | $256K | 0.1% | -54.3% | 0.030% | |
5/7/2025 | LPL Financial LLC | 815,836 | $64.42M | 0.0% | +3.3% | 7.589% | |
5/7/2025 | Waddell & Associates LLC | 4,315 | $341K | 0.0% | +43.8% | 0.040% | |
5/7/2025 | Nvwm LLC | 16,067 | $1.27M | 0.3% | +8.3% | 0.149% | |
5/6/2025 | Assetmark Inc. | 4,486 | $354K | 0.0% | +43.3% | 0.042% | |
5/6/2025 | Cetera Investment Advisers | 6,838 | $540K | 0.0% | -3.7% | 0.064% | |
5/6/2025 | Journey Strategic Wealth LLC | 30,919 | $2.44M | 0.1% | +1.3% | 0.288% | |
5/6/2025 | PFG Advisors | 23,178 | $1.83M | 0.1% | +8.8% | 0.216% | |
5/5/2025 | ARQ Wealth Advisors LLC | 121,380 | $9.58M | 3.6% | -4.4% | 1.129% | |
5/5/2025 | Private Advisor Group LLC | 206,994 | $16.34M | 0.1% | +5.6% | 1.926% | |
5/2/2025 | Larson Financial Group LLC | 6,093 | $481K | 0.0% | N/A | 0.057% | |
5/2/2025 | Sage Mountain Advisors LLC | 49,044 | $3.87M | 0.3% | -7.0% | 0.456% | |
5/2/2025 | Evergreen Private Wealth LLC | 98,358 | $7.77M | 3.6% | +16.6% | 0.915% | |
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5/1/2025 | Lane & Associates LLC | 64,860 | $5.12M | 2.8% | -3.1% | 0.603% | |
4/30/2025 | Adapt Wealth Advisors LLC | 42,558 | $3.36M | 1.6% | -3.1% | 0.396% | |
4/30/2025 | Stratos Wealth Partners LTD. | 9,829 | $776K | 0.0% | -3.5% | 0.091% | |
4/29/2025 | Envestnet Asset Management Inc. | 417,027 | $32.93M | 0.0% | -1.3% | 3.879% | |
4/29/2025 | Element Wealth LLC | 17,019 | $1.34M | 0.7% | -1.7% | 0.158% | |
4/29/2025 | SimpliFi Inc. | 259,896 | $20.52M | 9.4% | -1.3% | 2.418% | |
4/28/2025 | Private Trust Co. NA | 3,665 | $289K | 0.0% | +7.1% | 0.034% | |
4/25/2025 | Intelligence Driven Advisers LLC | 672,858 | $53.13M | 10.2% | -0.2% | 6.259% | |
4/23/2025 | Financial Enhancement Group LLC | 408,679 | $32.94M | 5.1% | -8.3% | 3.802% | |
4/23/2025 | Win Advisors Inc. | 33,263 | $2.63M | 1.3% | N/A | 0.309% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 5,925 | $468K | 0.1% | -4.4% | 0.055% | |
4/23/2025 | Eagle Strategies LLC | 79,948 | $6.31M | 1.1% | -10.0% | 0.744% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,667 | $605K | 0.0% | -43.4% | 0.071% | |
4/17/2025 | Sowell Financial Services LLC | 8,375 | $661K | 0.0% | -92.3% | 0.078% | |
4/17/2025 | Stanich Group LLC | 18,378 | $1.45M | 1.1% | +1.7% | 0.171% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 122,591 | $9.68M | 0.3% | +12.4% | 1.140% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 108,014 | $8.53M | 0.0% | -13.1% | 1.005% | |
4/15/2025 | Capital Advisors Ltd. LLC | 14,536 | $1.15M | 0.2% | -1.1% | 0.135% | |
4/15/2025 | CX Institutional | 178,529 | $14.10M | 0.5% | -12.4% | 1.661% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 22,426 | $1.77M | 0.0% | -43.6% | 0.203% | |
4/14/2025 | Farther Finance Advisors LLC | 48,200 | $3.80M | 0.1% | N/A | 0.436% | |
4/14/2025 | Park Avenue Securities LLC | 11,897 | $939K | 0.0% | +6.0% | 0.108% | |
4/14/2025 | Flagship Private Wealth LLC | 3,438 | $271K | 0.1% | +14.3% | 0.031% | |
4/11/2025 | Princeton Global Asset Management LLC | 2,486 | $196K | 0.0% | -26.7% | 0.022% | |
4/10/2025 | KWB Wealth | 160,962 | $11.67M | 1.4% | +2.5% | 1.457% | |
4/10/2025 | Warren Street Wealth Advisors LLC | 31,438 | $2.48M | 1.0% | +3.1% | 0.285% | |
4/10/2025 | Johnson & White Wealth Management LLC | 45,867 | $3.62M | 2.0% | -12.1% | 0.415% | |
4/10/2025 | Arrien Investments Inc. | 133,686 | $10.56M | 7.6% | +3.3% | 1.210% | |
4/9/2025 | NBC Securities Inc. | 941 | $74K | 0.0% | N/A | 0.009% | |
4/3/2025 | First Hawaiian Bank | 162,841 | $12.86M | 0.8% | -12.0% | 1.474% | |
4/1/2025 | Hobart Private Capital LLC | 124,978 | $9.87M | 2.5% | -19.3% | 1.131% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 124,243 | $9.01M | 0.0% | +88.8% | 1.124% | |
2/24/2025 | Great Valley Advisor Group Inc. | 601,430 | $43.61M | 1.0% | +14.6% | 5.370% | |
2/19/2025 | ARQ Wealth Advisors LLC | 127,005 | $9.21M | 3.5% | +3.7% | 1.000% | |
2/18/2025 | GTS Securities LLC | 9,509 | $689K | 0.0% | N/A | 0.075% | |
2/17/2025 | NorthRock Partners LLC | 15,993 | $1.16M | 0.0% | N/A | 0.126% | |
2/17/2025 | Cetera Investment Advisers | 7,098 | $515K | 0.0% | +36.9% | 0.056% | |
2/17/2025 | Captrust Financial Advisors | 106,166 | $7.70M | 0.0% | +3.1% | 0.836% | |
2/17/2025 | Bank of America Corp DE | 173,799 | $12.60M | 0.0% | -8.2% | 1.368% | |
2/17/2025 | Ameriprise Financial Inc. | 2,246,084 | $163.23M | 0.0% | +16.0% | 17.686% | |
2/17/2025 | Aptus Capital Advisors LLC | 125,185 | $9.08M | 0.1% | -0.3% | 0.986% | |
2/17/2025 | Adapt Wealth Advisors LLC | 43,922 | $3.19M | 1.6% | -34.9% | 0.346% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 49,682 | $3.60M | 0.0% | -4.7% | 0.391% | |
2/14/2025 | Eagle Strategies LLC | 88,817 | $6.44M | 1.1% | +3.6% | 0.699% | |
2/14/2025 | Jane Street Group LLC | 47,987 | $3.48M | 0.0% | -16.8% | 0.378% | |
2/14/2025 | Betterment LLC | 22,375 | $1.62M | 0.0% | +14.4% | 0.176% | |
2/14/2025 | MML Investors Services LLC | 54,347 | $3.94M | 0.0% | +11.3% | 0.428% | |
2/14/2025 | GeoWealth Management LLC | 13,717 | $995K | 0.0% | +5.8% | 0.108% | |
2/13/2025 | NewEdge Advisors LLC | 153,699 | $11.15M | 0.1% | +17.2% | 1.210% | |
2/13/2025 | Mariner LLC | 16,620 | $1.21M | 0.0% | +4.4% | 0.131% | |
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2/13/2025 | Townsquare Capital LLC | 30,125 | $2.18M | 0.0% | +23.4% | 0.237% | |
2/13/2025 | Bank of Montreal Can | 6,789 | $492K | 0.0% | +10.5% | 0.053% | |
2/13/2025 | Envestnet Asset Management Inc. | 422,664 | $30.65M | 0.0% | -3.0% | 3.328% | |
2/13/2025 | Wells Fargo & Company MN | 851 | $62K | 0.0% | +85,000.0% | 0.007% | |
2/12/2025 | L & S Advisors Inc | 19,133 | $1.39M | 0.2% | +2.9% | 0.151% | |
2/12/2025 | JPMorgan Chase & Co. | 475 | $34K | 0.0% | +137.5% | 0.004% | |
2/11/2025 | LPL Financial LLC | 790,135 | $57.29M | 0.0% | -0.7% | 6.222% | |
2/11/2025 | 1620 Investment Advisors Inc. | 37,416 | $2.71M | 2.1% | -12.6% | 0.295% | |
2/10/2025 | Arrien Investments Inc. | 129,369 | $9.89M | 7.0% | N/A | 1.019% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 13,547 | $982K | 0.0% | +12.2% | 0.107% | |