6/13/2025 | Optima Capital LLC | 48,082 | $3.59M | 2.3% | N/A | 0.044% | |
6/2/2025 | Modern Wealth Management LLC | 2,735 | $204K | 0.0% | N/A | 0.002% | |
5/28/2025 | Wealth Management Associates Inc. | 5,465 | $408K | 0.2% | -2.8% | 0.005% | |
5/27/2025 | SWS Partners | 2,685 | $201K | 0.1% | N/A | 0.002% | |
5/21/2025 | Geneos Wealth Management Inc. | 96,190 | $7.19M | 0.2% | +8.3% | 0.087% | |
5/20/2025 | Fortis Capital Advisors LLC | 10,591 | $791K | 0.2% | N/A | 0.010% | |
5/20/2025 | Belpointe Asset Management LLC | 18,579 | $1.39M | 0.1% | N/A | 0.017% | |
5/20/2025 | Focus Partners Wealth | 67,447 | $5.04M | 0.0% | +133.0% | 0.061% | |
5/20/2025 | Integrity Alliance LLC. | 14,749 | $1.10M | 0.0% | +394.6% | 0.013% | |
5/19/2025 | SageView Advisory Group LLC | 19,349 | $1.45M | 0.1% | +0.9% | 0.018% | |
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5/19/2025 | Advisory Alpha LLC | 26,499 | $1.98M | 0.1% | +6.0% | 0.024% | |
5/16/2025 | McIlrath & Eck LLC | 670 | $50K | 0.0% | -24.1% | 0.001% | |
5/16/2025 | Ascent Group LLC | 5,133 | $384K | 0.0% | N/A | 0.005% | |
5/16/2025 | Coppell Advisory Solutions LLC | 9,236 | $690K | 0.1% | +306.3% | 0.008% | |
5/16/2025 | Bell Investment Advisors Inc | 151,587 | $11.33M | 2.1% | -0.4% | 0.137% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 13,470 | $1.01M | 0.0% | +30.8% | 0.012% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 19,341 | $1.45M | 0.1% | -3.3% | 0.018% | |
5/16/2025 | Goldman Sachs Group Inc. | 242,001 | $18.08M | 0.0% | +1,545.3% | 0.219% | |
5/16/2025 | Jones Financial Companies Lllp | 153,826 | $11.49M | 0.0% | +51.7% | 0.139% | |
5/16/2025 | Redwood Financial Network Corp | 7,626 | $570K | 0.4% | -2.0% | 0.007% | |
5/16/2025 | Richwood Investment Advisors LLC | 2,694 | $201K | 0.2% | N/A | 0.002% | |
5/16/2025 | Pacific Center for Financial Services | 57,406 | $4.29M | 1.1% | -14.3% | 0.052% | |
5/16/2025 | NewEdge Advisors LLC | 215,689 | $16.12M | 0.1% | -1.0% | 0.196% | |
5/16/2025 | Integrated Wealth Concepts LLC | 107,270 | $8.02M | 0.1% | +335.0% | 0.097% | |
5/16/2025 | Curi RMB Capital LLC | 69,235 | $5.17M | 0.1% | -10.6% | 0.063% | |
5/16/2025 | AQR Capital Management LLC | 13,736 | $1.03M | 0.0% | +151.9% | 0.012% | |
5/16/2025 | Amundi | 47,400 | $3.51M | 0.0% | N/A | 0.043% | |
5/16/2025 | Adage Capital Partners GP L.L.C. | 140,000 | $10.46M | 0.0% | N/A | 0.127% | |
5/15/2025 | Paragon Private Wealth Management LLC | 23,739 | $1.77M | 0.8% | -16.0% | 0.022% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 20,392 | $1.52M | 0.0% | +299.3% | 0.018% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 2,724 | $204K | 0.0% | N/A | 0.002% | |
5/15/2025 | Royal Bank of Canada | 1,411,700 | $105.48M | 0.0% | +7.8% | 1.280% | |
5/15/2025 | Graham Capital Management L.P. | 70,000 | $5.23M | 0.1% | N/A | 0.063% | |
5/15/2025 | MAI Capital Management | 133,671 | $9.99M | 0.1% | +2.3% | 0.121% | |
5/15/2025 | Baird Financial Group Inc. | 64,624 | $4.83M | 0.0% | -11.5% | 0.059% | |
5/15/2025 | WPG Advisers LLC | 899 | $67K | 0.1% | N/A | 0.001% | |
5/15/2025 | Monterey Private Wealth Inc. | 17,263 | $1.29M | 0.4% | -2.1% | 0.016% | |
5/14/2025 | Transamerica Financial Advisors LLC | 53,598 | $4.01M | 0.4% | -4.1% | 0.049% | |
5/14/2025 | Ieq Capital LLC | 4,367 | $326K | 0.0% | N/A | 0.004% | |
5/14/2025 | CreativeOne Wealth LLC | 27,404 | $2.05M | 0.1% | +7.9% | 0.025% | |
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5/14/2025 | WCG Wealth Advisors LLC | 37,438 | $2.80M | 0.2% | -5.2% | 0.034% | |
5/14/2025 | Comerica Bank | 21,601 | $1.61M | 0.0% | -9.9% | 0.020% | |
5/14/2025 | Synovus Financial Corp | 11,188 | $836K | 0.0% | -16.6% | 0.010% | |
5/14/2025 | Napa Wealth Management | 28,603 | $2.14M | 1.2% | N/A | 0.026% | |
5/14/2025 | Smartleaf Asset Management LLC | 3,156 | $233K | 0.0% | +8.8% | 0.003% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 325,648 | $24.33M | 0.0% | +98.3% | 0.295% | |
5/14/2025 | Lionshead Wealth Management LLC | 3,665 | $274K | 0.3% | -30.4% | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 434,091 | $32.44M | 0.2% | -36.0% | 0.394% | |
5/14/2025 | Ameriprise Financial Inc. | 1,592,513 | $118.99M | 0.0% | +42.7% | 1.444% | |
5/14/2025 | Alaska Permanent Fund Corp | 2,664,644 | $194.07M | 2.7% | -41.6% | 2.416% | |
5/14/2025 | CW Advisors LLC | 4,405 | $328K | 0.0% | +39.2% | 0.004% | |
5/14/2025 | Summit Financial LLC | 8,105 | $606K | 0.0% | +43.3% | 0.007% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 7,656 | $572K | 0.3% | -3.2% | 0.007% | |
5/14/2025 | Banco BTG Pactual S.A. | 169,463 | $12.66M | 3.1% | +16.4% | 0.154% | |
5/14/2025 | Tradition Wealth Management LLC | 36,891 | $2.76M | 0.2% | -0.7% | 0.033% | |
5/14/2025 | Heritage Financial Services LLC | 2,684 | $201K | 0.0% | N/A | 0.002% | |
5/14/2025 | Venture Visionary Partners LLC | 7,118 | $532K | 0.0% | -54.3% | 0.006% | |
5/14/2025 | Hsbc Holdings PLC | 185,271 | $13.75M | 0.0% | +8.5% | 0.168% | |
5/13/2025 | Aptus Capital Advisors LLC | 13,270 | $992K | 0.0% | -8.8% | 0.012% | |
5/13/2025 | Northwest & Ethical Investments L.P. | 48,247 | $3.60M | 0.1% | +827.1% | 0.044% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 59,157 | $4.42M | 0.0% | +3.0% | 0.054% | |
5/13/2025 | Intrepid Financial Planning Group LLC | 9,402 | $703K | 0.3% | -7.1% | 0.009% | |
5/13/2025 | Raymond James Financial Inc. | 1,115,712 | $83.37M | 0.0% | +13.9% | 1.012% | |
5/13/2025 | Cresset Asset Management LLC | 17,443 | $1.30M | 0.0% | -17.3% | 0.016% | |
5/13/2025 | Boston Family Office LLC | 3,938 | $294K | 0.0% | +8.4% | 0.004% | |
5/13/2025 | Sei Investments Co. | 290,051 | $21.67M | 0.2% | -5.4% | 0.263% | |
5/13/2025 | Long Island Wealth Management Inc. | 21,650 | $1.62M | 1.0% | -1.3% | 0.020% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 5,865 | $438K | 0.0% | -47.3% | 0.005% | |
5/13/2025 | Ground Swell Capital LLC | 3,746 | $280K | 0.6% | N/A | 0.003% | |
5/13/2025 | Heck Capital Advisors LLC | 496 | $37K | 0.0% | -92.5% | 0.000% | |
5/13/2025 | NFP Retirement Inc. | 27,984 | $2.09M | 0.2% | -8.1% | 0.025% | |
5/13/2025 | Russell Investments Group Ltd. | 2,038 | $152K | 0.0% | +28.7% | 0.002% | |
5/13/2025 | Tlwm | 6,013 | $449K | 0.1% | -2.4% | 0.005% | |
5/13/2025 | HighTower Advisors LLC | 131,721 | $9.84M | 0.0% | -8.3% | 0.119% | |
5/13/2025 | Elevation Capital Advisory LLC | 8,321 | $622K | 0.3% | N/A | 0.008% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 25,684 | $1.92M | 0.2% | +646.8% | 0.023% | |
5/12/2025 | Ballast Inc. | 196,390 | $14.67M | 4.2% | +0.9% | 0.178% | |
5/12/2025 | Lockheed Martin Investment Management Co. | 941,500 | $70.35M | 2.9% | +6.4% | 0.898% | |
5/12/2025 | Invesco Ltd. | 1,283,030 | $95.87M | 0.0% | -3.0% | 1.224% | |
5/12/2025 | Simplex Trading LLC | 23,090 | $1.73M | 0.0% | +102.1% | 0.022% | |
5/12/2025 | Pandora Wealth Inc. | 649 | $48K | 0.0% | N/A | 0.001% | |
5/12/2025 | Benjamin Edwards Inc. | 8,083 | $604K | 0.0% | -58.2% | 0.008% | |
5/12/2025 | Avant Capital LLC | 34,677 | $2.59M | 2.2% | +1.6% | 0.033% | |
5/12/2025 | Measured Wealth Private Client Group LLC | 3,746 | $280K | 0.1% | -17.3% | 0.004% | |
5/12/2025 | Townsquare Capital LLC | 18,893 | $1.41M | 0.0% | +1.6% | 0.018% | |
5/12/2025 | Zions Bancorporation National Association UT | 1,000 | $75K | 0.0% | N/A | 0.001% | |
5/12/2025 | WBH Advisory Inc. | 5,859 | $438K | 0.0% | -2.3% | 0.006% | |
5/9/2025 | Chicago Partners Investment Group LLC | 17,705 | $1.29M | 0.0% | N/A | 0.017% | |
5/9/2025 | WealthShield Partners LLC | 2,218 | $166K | 0.0% | -11.2% | 0.002% | |
5/9/2025 | Atlantic Private Wealth LLC | 3,539 | $264K | 0.2% | +99.4% | 0.003% | |
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5/9/2025 | MGB Wealth Management LLC | 19,496 | $1.45M | 0.5% | +5.4% | 0.019% | |
5/9/2025 | Wealthspire Advisors LLC | 12,012 | $898K | 0.0% | -5.4% | 0.011% | |
5/9/2025 | Atria Wealth Solutions Inc. | 66,273 | $4.95M | 0.1% | -57.3% | 0.063% | |
5/9/2025 | Syntegra Private Wealth Group LLC | 34,399 | $2.57M | 0.3% | -7.8% | 0.033% | |
5/9/2025 | Costello Asset Management INC | 788 | $59K | 0.0% | N/A | 0.001% | |
5/9/2025 | Cary Street Partners Financial LLC | 3,810 | $285K | 0.0% | -17.3% | 0.004% | |
5/9/2025 | Thoroughbred Financial Services LLC | 26,442 | $1.98M | 0.1% | -1.2% | 0.025% | |
5/9/2025 | Earned Wealth Advisors LLC | 4,027 | $301K | 0.1% | N/A | 0.004% | |
5/9/2025 | Sound Financial Strategies Group LLC | 14,003 | $1.05M | 0.9% | N/A | 0.013% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,426,547 | $106.59M | 0.2% | -0.3% | 1.361% | |