5/21/2025 | MBL Wealth LLC | 86,274 | $2.95M | 0.3% | -5.2% | 0.098% | |
5/20/2025 | Blue Rock Wealth Management LLC | 20,050 | $686K | 0.6% | +176.6% | 0.023% | |
5/20/2025 | Focus Partners Wealth | 7,486 | $256K | 0.0% | +612.3% | 0.009% | |
5/19/2025 | Jane Street Group LLC | 32,045 | $1.10M | 0.0% | N/A | 0.036% | |
5/19/2025 | Advisory Alpha LLC | 26,510 | $907K | 0.0% | +2.8% | 0.030% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 102,049 | $3.49M | 0.0% | N/A | 0.116% | |
5/16/2025 | Prostatis Group LLC | 39,384 | $1.35M | 0.4% | -1.2% | 0.044% | |
5/16/2025 | Goldman Sachs Group Inc. | 467,582 | $15.99M | 0.0% | +172.9% | 0.524% | |
5/16/2025 | Laidlaw Wealth Management LLC | 6,790 | $232K | 0.7% | -94.1% | 0.008% | |
5/16/2025 | Jones Financial Companies Lllp | 188,755 | $6.46M | 0.0% | +572.7% | 0.212% | |
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5/16/2025 | Rockport Wealth LLC | 70,941 | $2.43M | 0.9% | +99.6% | 0.079% | |
5/16/2025 | NewEdge Advisors LLC | 120,292 | $4.11M | 0.0% | -5.9% | 0.135% | |
5/16/2025 | Integrated Wealth Concepts LLC | 15,876 | $543K | 0.0% | -35.4% | 0.018% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 282,322 | $9.66M | 0.0% | -13.8% | 0.316% | |
5/15/2025 | EP Wealth Advisors LLC | 13,730 | $470K | 0.0% | -13.5% | 0.015% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 61,655 | $2.11M | 0.0% | +35.1% | 0.069% | |
5/15/2025 | Royal Bank of Canada | 1,114,071 | $38.10M | 0.0% | +4.1% | 1.248% | |
5/15/2025 | FRG Family Wealth Advisors LLC | 224,075 | $7.66M | 1.5% | -0.1% | 0.251% | |
5/15/2025 | Activest Wealth Management | 533,033 | $18.23M | 4.9% | +14.2% | 0.597% | |
5/14/2025 | Islay Capital Management LLC | 165,830 | $5.67M | 3.8% | +16.4% | 0.186% | |
5/14/2025 | Comerica Bank | 42,326 | $1.45M | 0.0% | -2.6% | 0.047% | |
5/14/2025 | Freedom Investment Management Inc. | 33,159 | $1.13M | 0.1% | -10.0% | 0.037% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 51,371 | $1.76M | 0.0% | +127.5% | 0.058% | |
5/14/2025 | Sax Wealth Advisors LLC | 26,209 | $896K | 0.1% | +15.8% | 0.029% | |
5/14/2025 | Kestra Advisory Services LLC | 124,066 | $4.24M | 0.0% | +0.4% | 0.139% | |
5/14/2025 | Chicago Wealth Management Inc. | 279,281 | $9.55M | 5.0% | +1.2% | 0.313% | |
5/14/2025 | Flow Traders U.S. LLC | 16,866 | $577K | 0.0% | N/A | 0.019% | |
5/14/2025 | PGIM Custom Harvest LLC | 468,522 | $16.02M | 0.4% | -23.6% | 0.525% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 162,072 | $5.54M | 2.5% | -3.9% | 0.182% | |
5/14/2025 | Tradition Wealth Management LLC | 49,770 | $1.70M | 0.1% | -1.1% | 0.056% | |
5/14/2025 | Venture Visionary Partners LLC | 17,080 | $584K | 0.0% | -93.3% | 0.019% | |
5/13/2025 | Raymond James Financial Inc. | 1,398,303 | $47.82M | 0.0% | +5.9% | 1.567% | |
5/13/2025 | FCA Corp TX | 23,579 | $806K | 0.3% | -3.5% | 0.026% | |
5/13/2025 | HighTower Advisors LLC | 157,884 | $5.40M | 0.0% | -5.0% | 0.177% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 14,228 | $486K | 0.0% | +8.6% | 0.016% | |
5/12/2025 | Biltmore Family Office LLC | 69,495 | $2.38M | 0.4% | -2.1% | 0.078% | |
5/12/2025 | Atlas Capital Advisors Inc. | 155,145 | $5.31M | 0.7% | +487.8% | 0.174% | |
5/12/2025 | Berger Financial Group Inc | 16,352 | $559K | 0.0% | -3.0% | 0.018% | |
5/12/2025 | Condor Capital Management | 244,103 | $8.35M | 0.8% | -0.3% | 0.274% | |
5/12/2025 | Bristlecone Advisors LLC | 1,000 | $34K | 0.0% | N/A | 0.001% | |
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5/12/2025 | Y.D. More Investments Ltd | 11,600 | $397K | 0.0% | +10.5% | 0.013% | |
5/9/2025 | Chicago Partners Investment Group LLC | 7,632 | $271K | 0.0% | N/A | 0.009% | |
5/9/2025 | Atlantic Private Wealth LLC | 2,652 | $91K | 0.1% | N/A | 0.003% | |
5/9/2025 | Cascade Wealth Advisors Inc | 150,436 | $4.89M | 3.4% | -10.6% | 0.169% | |
5/9/2025 | Bouchey Financial Group Ltd | 514,736 | $17.60M | 1.6% | -6.8% | 0.577% | |
5/9/2025 | Comprehensive Financial Planning Inc. PA | 1,348 | $46K | 0.0% | -20.4% | 0.002% | |
5/9/2025 | Atria Wealth Solutions Inc. | 97,162 | $3.32M | 0.0% | -16.3% | 0.109% | |
5/9/2025 | Halter Ferguson Financial Inc. | 75,419 | $2.58M | 1.3% | -2.3% | 0.085% | |
5/9/2025 | Banco Santander S.A. | 178,956 | $6.12M | 0.1% | +26.1% | 0.201% | |
5/9/2025 | PNC Financial Services Group Inc. | 9,993 | $342K | 0.0% | +19.7% | 0.011% | |
5/8/2025 | Baker Avenue Asset Management LP | 529,049 | $18.09M | 0.6% | -0.2% | 0.593% | |
5/8/2025 | HHM Wealth Advisors LLC | 56,365 | $1.93M | 0.3% | +19.4% | 0.063% | |
5/8/2025 | NorthRock Partners LLC | 10,393 | $355K | 0.0% | -10.4% | 0.012% | |
5/8/2025 | First National Trust Co | 7,940 | $272K | 0.0% | -26.8% | 0.009% | |
5/8/2025 | Walled Lake Planning & Wealth Management LLC | 206,627 | $7.07M | 2.5% | -0.9% | 0.232% | |
5/7/2025 | LPL Financial LLC | 1,902,073 | $65.05M | 0.0% | +17.5% | 2.131% | |
5/7/2025 | Mitchell Sinkler & Starr PA | 11,600 | $397K | 0.1% | +6.7% | 0.013% | |
5/7/2025 | HB Wealth Management LLC | 144,113 | $4.93M | 0.0% | +808.8% | 0.161% | |
5/6/2025 | Cetera Investment Advisers | 78,619 | $2.69M | 0.0% | -42.7% | 0.088% | |
5/6/2025 | Avantax Advisory Services Inc. | 6,504 | $222K | 0.0% | N/A | 0.007% | |
5/6/2025 | Kovack Advisors Inc. | 20,497 | $701K | 0.1% | +2.9% | 0.023% | |
5/6/2025 | SFE Investment Counsel | 14,553 | $498K | 0.1% | -8.6% | 0.016% | |
5/6/2025 | Carnegie Investment Counsel | 26,766 | $915K | 0.0% | +20.9% | 0.030% | |
5/6/2025 | AE Wealth Management LLC | 10,494 | $359K | 0.0% | +20.2% | 0.012% | |
5/6/2025 | PFG Advisors | 22,591 | $773K | 0.0% | -35.5% | 0.025% | |
5/5/2025 | Kestra Private Wealth Services LLC | 28,011 | $958K | 0.0% | -1.7% | 0.031% | |
5/5/2025 | Private Advisor Group LLC | 228,241 | $7.81M | 0.0% | -13.9% | 0.256% | |
5/2/2025 | Graypoint LLC | 414,211 | $14.17M | 0.9% | -7.3% | 0.464% | |
5/2/2025 | Allen Capital Group LLC | 70,627 | $2.42M | 0.3% | -0.9% | 0.079% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 29,572 | $1.01M | 0.1% | -4.3% | 0.033% | |
5/2/2025 | Dakota Wealth Management | 9,559 | $327K | 0.0% | +5.6% | 0.011% | |
5/2/2025 | Apollon Wealth Management LLC | 15,003 | $513K | 0.0% | -42.4% | 0.017% | |
5/2/2025 | Bogart Wealth LLC | 11,713 | $401K | 0.0% | +7.4% | 0.013% | |
5/1/2025 | Stephens Inc. AR | 79,213 | $2.71M | 0.0% | -20.1% | 0.089% | |
5/1/2025 | American Financial Advisors LLC | 36,874 | $1.26M | 0.2% | +1.1% | 0.041% | |
5/1/2025 | Fifth Third Securities Inc. | 113,385 | $3.88M | 0.3% | -11.0% | 0.127% | |
5/1/2025 | Sage Rhino Capital LLC | 147,901 | $5.06M | 1.2% | +4.7% | 0.166% | |
4/30/2025 | Cerity Partners LLC | 108,226 | $3.70M | 0.0% | -43.7% | 0.121% | |
4/30/2025 | Allworth Financial LP | 249,074 | $8.45M | 0.0% | -10.7% | 0.279% | |
4/30/2025 | Moloney Securities Asset Management LLC | 6,516 | $223K | 0.0% | N/A | 0.007% | |
4/30/2025 | BXM Wealth LLC | 18,816 | $644K | 0.8% | -8.4% | 0.021% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 197,613 | $6.76M | 0.2% | -4.3% | 0.221% | |
4/29/2025 | Richard Bernstein Advisors LLC | 18,206 | $623K | 0.0% | -21.7% | 0.020% | |
4/29/2025 | Envestnet Asset Management Inc. | 389,477 | $13.32M | 0.0% | -6.7% | 0.436% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 28,449 | $972K | 0.5% | +14.8% | 0.032% | |
4/29/2025 | Pure Portfolios Holdings LLC | 11,220 | $384K | 0.1% | -3.0% | 0.013% | |
4/29/2025 | Bank of New York Mellon Corp | 32,621 | $1.12M | 0.0% | -8.0% | 0.037% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 91,300 | $3.12M | 0.0% | -91.5% | 0.102% | |
4/29/2025 | Aurora Private Wealth Inc. | 6,929 | $237K | 0.1% | -20.8% | 0.008% | |
4/28/2025 | North Capital Inc. | 1,690 | $58K | 0.1% | N/A | 0.002% | |
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4/28/2025 | Summit Place Financial Advisors LLC | 16,960 | $580K | 0.3% | -3.4% | 0.019% | |
4/28/2025 | D.A. Davidson & CO. | 14,233 | $487K | 0.0% | -9.4% | 0.016% | |
4/28/2025 | Strategic Financial Concepts LLC | 7,149 | $244K | 0.0% | -6.4% | 0.008% | |
4/28/2025 | Private Trust Co. NA | 25,434 | $870K | 0.1% | -29.8% | 0.029% | |
4/28/2025 | Detalus Advisors LLC | 285,992 | $9.78M | 3.1% | +1.3% | 0.320% | |
4/28/2025 | Summit Trail Advisors LLC | 10,180 | $348K | 0.0% | N/A | 0.011% | |
4/28/2025 | Rovin Capital UT ADV | 10,213 | $349K | 0.1% | -12.2% | 0.011% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 29,082 | $948K | 0.3% | -9.8% | 0.033% | |
4/25/2025 | Lodestar Private Asset Management LLC | 6,151 | $210K | 0.0% | -8.8% | 0.007% | |
4/25/2025 | Koshinski Asset Management Inc. | 88,667 | $3.03M | 0.3% | -3.5% | 0.099% | |