5/22/2025 | Rollins Financial Advisors LLC | 1,512 | $205K | 0.0% | N/A | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 14,282 | $1.94M | 0.1% | -6.7% | 0.010% | |
5/20/2025 | Focus Partners Wealth | 116,256 | $15.77M | 0.0% | +1.9% | 0.079% | |
5/20/2025 | Flaharty Asset Management LLC | 197,039 | $26.73M | 3.9% | -0.9% | 0.133% | |
5/20/2025 | Integrity Alliance LLC. | 10,297 | $1.40M | 0.1% | N/A | 0.007% | |
5/16/2025 | American Trust | 31,351 | $4.25M | 1.0% | -9.0% | 0.021% | |
5/16/2025 | Ascent Group LLC | 14,542 | $1.97M | 0.1% | +147.0% | 0.010% | |
5/16/2025 | Arete Wealth Advisors LLC | 6,734 | $914K | 0.1% | -7.5% | 0.005% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 10,030 | $1.36M | 0.1% | +350.6% | 0.007% | |
5/16/2025 | Goldman Sachs Group Inc. | 345,967 | $46.94M | 0.0% | -7.7% | 0.234% | |
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5/16/2025 | Jones Financial Companies Lllp | 40,051 | $5.59M | 0.0% | -84.4% | 0.027% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 7,992 | $1.08M | 0.3% | -6.7% | 0.005% | |
5/16/2025 | Richwood Investment Advisors LLC | 9,247 | $1.26M | 1.1% | -2.5% | 0.006% | |
5/16/2025 | NewEdge Advisors LLC | 63,031 | $8.55M | 0.1% | -13.5% | 0.043% | |
5/16/2025 | Integrated Wealth Concepts LLC | 21,650 | $2.94M | 0.0% | -7.8% | 0.015% | |
5/16/2025 | Curi RMB Capital LLC | 3,027 | $411K | 0.0% | -2.4% | 0.002% | |
5/16/2025 | AQR Capital Management LLC | 7,936 | $1.08M | 0.0% | +49.5% | 0.005% | |
5/16/2025 | Atalanta Sosnoff Capital LLC | 2,534 | $344K | 0.0% | N/A | 0.002% | |
5/16/2025 | Algorithmic Investment Models LLC | 2,161 | $293K | 0.2% | -90.3% | 0.001% | |
5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 99,601 | $13.51M | 2.1% | -1.8% | 0.067% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 8,874 | $1.20M | 0.0% | +21.0% | 0.006% | |
5/15/2025 | EP Wealth Advisors LLC | 37,616 | $5.10M | 0.0% | +1.2% | 0.025% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 8,903 | $1.21M | 0.0% | -3.2% | 0.006% | |
5/15/2025 | Flputnam Investment Management Co. | 15,006 | $2.04M | 0.0% | -3.9% | 0.010% | |
5/15/2025 | Royal Bank of Canada | 2,371,561 | $321.77M | 0.1% | +0.9% | 1.603% | |
5/15/2025 | MAI Capital Management | 748,252 | $101.52M | 0.8% | -1.4% | 0.506% | |
5/15/2025 | Connecticut Wealth Management LLC | 38,970 | $5.29M | 0.3% | N/A | 0.026% | |
5/15/2025 | Titleist Asset Management LLC | 2,429 | $330K | 0.0% | -8.8% | 0.002% | |
5/15/2025 | Baird Financial Group Inc. | 210,301 | $28.53M | 0.1% | -1.1% | 0.142% | |
5/15/2025 | Activest Wealth Management | 974 | $132K | 0.0% | -9.3% | 0.001% | |
5/15/2025 | Vident Advisory LLC | 4,649 | $631K | 0.0% | +2.0% | 0.003% | |
5/15/2025 | Evergreen Capital Management LLC | 14,636 | $1.99M | 0.1% | +0.7% | 0.010% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 587 | $80K | 0.1% | -44.1% | 0.000% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 4,983 | $676K | 0.0% | +30.6% | 0.003% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 8,169 | $1.11M | 0.2% | +5.5% | 0.006% | |
5/14/2025 | Wealth Preservation Advisors LLC | 368 | $50K | 0.0% | N/A | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 5,980 | $811K | 0.0% | -6.5% | 0.004% | |
5/14/2025 | Ieq Capital LLC | 97,042 | $13.17M | 0.1% | +92.9% | 0.066% | |
5/14/2025 | Per Stirling Capital Management LLC. | 2,610 | $354K | 0.1% | -18.6% | 0.002% | |
5/14/2025 | Kitching Partners LLC | 71,834 | $9.75M | 11.2% | +11.7% | 0.049% | |
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5/14/2025 | PKS Advisory Services LLC | 19,426 | $2.64M | 0.8% | -0.9% | 0.013% | |
5/14/2025 | Apexium Financial LP | 64,980 | $8.82M | 0.5% | +4.7% | 0.044% | |
5/14/2025 | Comerica Bank | 126,715 | $17.19M | 0.1% | -4.7% | 0.086% | |
5/14/2025 | Synovus Financial Corp | 43,764 | $5.94M | 0.1% | -3.0% | 0.030% | |
5/14/2025 | SVB Wealth LLC | 17,464 | $2.37M | 0.1% | -0.9% | 0.012% | |
5/14/2025 | Cadence Bank | 12,228 | $1.66M | 0.1% | -16.2% | 0.008% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 92,657 | $12.57M | 0.0% | +0.6% | 0.063% | |
5/14/2025 | Van Hulzen Asset Management LLC | 1,603 | $217K | 0.0% | -13.6% | 0.001% | |
5/14/2025 | Kestra Advisory Services LLC | 148,406 | $20.14M | 0.1% | -18.0% | 0.100% | |
5/14/2025 | MAS Advisors LLC | 6,941 | $942K | 1.4% | -3.7% | 0.005% | |
5/14/2025 | 1832 Asset Management L.P. | 31,016 | $4.21M | 0.0% | -7.0% | 0.021% | |
5/14/2025 | Ameriprise Financial Inc. | 1,664,995 | $226.67M | 0.1% | -0.6% | 1.125% | |
5/14/2025 | CW Advisors LLC | 30,124 | $4.09M | 0.0% | -2.7% | 0.020% | |
5/14/2025 | Summit Financial LLC | 9,544 | $1.30M | 0.0% | +13.2% | 0.006% | |
5/14/2025 | Flow Traders U.S. LLC | 25,106 | $3.41M | 0.1% | N/A | 0.017% | |
5/14/2025 | GM Advisory Group LLC | 1,525 | $207K | 0.0% | N/A | 0.001% | |
5/14/2025 | Asset Management Group Inc. | 25,051 | $3.40M | 0.6% | +0.7% | 0.017% | |
5/14/2025 | Capital Analysts LLC | 8,939 | $1.21M | 0.0% | +16.1% | 0.006% | |
5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 18,920 | $2.57M | 0.0% | -2.2% | 0.013% | |
5/14/2025 | Nan Shan Life Insurance Co. Ltd. | 247,496 | $33.58M | 0.8% | +13.0% | 0.167% | |
5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 3,412 | $463K | 0.0% | -13.5% | 0.002% | |
5/14/2025 | Bank OZK | 11,502 | $1.56M | 0.6% | -1.3% | 0.008% | |
5/13/2025 | Aptus Capital Advisors LLC | 12,657 | $1.72M | 0.0% | +14.1% | 0.009% | |
5/13/2025 | Northern Trust Corp | 107,737 | $14.62M | 0.0% | -1.5% | 0.073% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 4,149 | $563K | 0.0% | +12.5% | 0.003% | |
5/13/2025 | Freestone Capital Holdings LLC | 25,742 | $3.49M | 0.1% | +6.3% | 0.017% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 167,874 | $22.78M | 0.2% | +2.8% | 0.114% | |
5/13/2025 | Raymond James Financial Inc. | 3,013,851 | $408.92M | 0.2% | +0.1% | 2.038% | |
5/13/2025 | Cresset Asset Management LLC | 53,686 | $7.28M | 0.0% | -5.2% | 0.036% | |
5/13/2025 | Twin Focus Capital Partners LLC | 21,395 | $2.90M | 0.5% | -4.0% | 0.014% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 80,659 | $10.94M | 0.3% | -3.3% | 0.055% | |
5/13/2025 | Boston Family Office LLC | 2,741 | $372K | 0.0% | -14.1% | 0.002% | |
5/13/2025 | Tocqueville Asset Management L.P. | 3,775 | $512K | 0.0% | -77.4% | 0.003% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 2,737 | $371K | 0.0% | +16.7% | 0.002% | |
5/13/2025 | EverSource Wealth Advisors LLC | 12,780 | $1.73M | 0.1% | -20.0% | 0.009% | |
5/13/2025 | Howard Wealth Management LLC | 9,308 | $1.26M | 0.7% | -2.2% | 0.006% | |
5/13/2025 | High Falls Advisors Inc | 14,026 | $1.90M | 0.4% | -8.1% | 0.009% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 2,851 | $387K | 0.0% | -8.0% | 0.002% | |
5/13/2025 | Harfst & Associates Inc. | 2,695 | $366K | 0.1% | -8.8% | 0.002% | |
5/13/2025 | American Money Management LLC | 42,793 | $5.81M | 1.1% | +0.7% | 0.029% | |
5/13/2025 | NFP Retirement Inc. | 17,452 | $2.37M | 0.2% | -25.0% | 0.012% | |
5/13/2025 | Klingman & Associates LLC | 202,040 | $27.41M | 1.7% | -1.0% | 0.137% | |
5/13/2025 | MSH Capital Advisors LLC | 74,311 | $10.08M | 3.1% | +8.8% | 0.050% | |
5/13/2025 | Dagco Inc. | 400 | $54K | 0.0% | N/A | 0.000% | |
5/13/2025 | Rathbones Group PLC | 8,675 | $1.18M | 0.0% | -2.6% | 0.006% | |
5/13/2025 | Rossmore Private Capital | 4,405 | $598K | 0.1% | +6.0% | 0.003% | |
5/13/2025 | HighTower Advisors LLC | 497,305 | $67.47M | 0.1% | -8.3% | 0.336% | |
5/12/2025 | Houlihan Financial Resource Group Ltd. | 40,630 | $5.51M | 2.5% | -3.3% | 0.027% | |
5/12/2025 | Meridian Wealth Management LLC | 5,600 | $760K | 0.0% | +1.6% | 0.004% | |
5/12/2025 | Independent Advisor Alliance | 2,729 | $370K | 0.0% | -98.5% | 0.002% | |
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5/12/2025 | Linscomb Wealth Inc. | 286,530 | $38.88M | 1.9% | -3.7% | 0.194% | |
5/12/2025 | SouthState Corp | 6,202 | $842K | 0.0% | N/A | 0.004% | |
5/12/2025 | Aveo Capital Partners LLC | 3,632 | $478K | 0.1% | -89.5% | 0.002% | |
5/12/2025 | Fiduciary Family Office LLC | 3,029 | $411K | 0.1% | N/A | 0.002% | |
5/12/2025 | Taylor Financial Group Inc. | 6,024 | $817K | 0.6% | -2.5% | 0.004% | |
5/12/2025 | Koss Olinger Consulting LLC | 9,782 | $1.33M | 0.1% | N/A | 0.007% | |
5/12/2025 | Zions Bancorporation National Association UT | 540 | $73K | 0.0% | N/A | 0.000% | |
5/12/2025 | Townsquare Capital LLC | 70,064 | $9.51M | 0.1% | +143.4% | 0.047% | |
5/12/2025 | Founders Financial Alliance LLC | 1,084 | $147K | 0.0% | +30.9% | 0.001% | |
5/12/2025 | National Bank of Canada FI | 84,562 | $11.48M | 0.0% | -5.6% | 0.057% | |