5/20/2025 | Belpointe Asset Management LLC | 8,394 | $933K | 0.0% | -83.8% | 0.007% | |
5/20/2025 | Focus Partners Wealth | 96,963 | $10.77M | 0.0% | -4.2% | 0.076% | |
5/20/2025 | Flaharty Asset Management LLC | 4,466 | $496K | 0.1% | +11.8% | 0.004% | |
5/20/2025 | Strive Asset Management LLC | 3,557 | $395K | 0.3% | -57.0% | 0.003% | |
5/19/2025 | SageView Advisory Group LLC | 4,019 | $447K | 0.0% | -22.7% | 0.003% | |
5/16/2025 | Semmax Financial Advisors Inc. | 60,617 | $6.61M | 1.8% | +10.4% | 0.048% | |
5/16/2025 | Ascent Group LLC | 6,654 | $739K | 0.0% | -9.7% | 0.005% | |
5/16/2025 | United Services Automobile Association | 42,978 | $4.77M | 0.1% | +112.8% | 0.034% | |
5/16/2025 | Arete Wealth Advisors LLC | 39,013 | $4.33M | 0.3% | +49.8% | 0.031% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 7,390 | $821K | 0.0% | -6.3% | 0.006% | |
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5/16/2025 | Guardian Partners Inc. | 84,695 | $9.25M | 0.9% | +17.4% | 0.067% | |
5/16/2025 | Goldman Sachs Group Inc. | 486,984 | $54.10M | 0.0% | +82.1% | 0.383% | |
5/16/2025 | Jones Financial Companies Lllp | 30,024 | $3.26M | 0.0% | +26.5% | 0.024% | |
5/16/2025 | Sepio Capital LP | 8,793 | $977K | 0.1% | -6.6% | 0.007% | |
5/16/2025 | NewEdge Advisors LLC | 32,190 | $3.58M | 0.0% | -2.5% | 0.025% | |
5/16/2025 | Integrated Wealth Concepts LLC | 12,953 | $1.44M | 0.0% | -10.7% | 0.010% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 23,576 | $2.62M | 0.0% | +18.5% | 0.019% | |
5/16/2025 | Banque Transatlantique SA | 350 | $36K | 0.0% | -38.7% | 0.000% | |
5/16/2025 | AQR Capital Management LLC | 3,886 | $432K | 0.0% | N/A | 0.003% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 288,659 | $32.07M | 0.2% | -1.2% | 0.227% | |
5/15/2025 | EP Wealth Advisors LLC | 17,802 | $1.98M | 0.0% | -5.8% | 0.014% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 19,736 | $2.19M | 0.0% | +4.3% | 0.016% | |
5/15/2025 | Flputnam Investment Management Co. | 10,329 | $1.15M | 0.0% | -6.2% | 0.008% | |
5/15/2025 | Royal Bank of Canada | 507,250 | $56.35M | 0.0% | -14.0% | 0.399% | |
5/15/2025 | Betterment LLC | 16,703 | $1.86M | 0.0% | -31.5% | 0.013% | |
5/15/2025 | MAI Capital Management | 11,280 | $1.25M | 0.0% | +4.6% | 0.009% | |
5/15/2025 | Calton & Associates Inc. | 14,135 | $1.57M | 0.4% | +21.3% | 0.011% | |
5/15/2025 | Texas Bank & Trust Co | 16,449 | $1.83M | 0.8% | +39.0% | 0.013% | |
5/15/2025 | Certior Financial Group LLC | 38,575 | $4.29M | 3.5% | +109.1% | 0.030% | |
5/15/2025 | Baird Financial Group Inc. | 54,144 | $6.02M | 0.0% | +21.1% | 0.043% | |
5/15/2025 | Evergreen Capital Management LLC | 34,536 | $3.84M | 0.1% | +1.5% | 0.027% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 263 | $29K | 0.0% | -82.1% | 0.000% | |
5/15/2025 | Itau Unibanco Holding S.A. | 3,766 | $418K | 0.0% | N/A | 0.003% | |
5/14/2025 | Transamerica Financial Advisors LLC | 33,947 | $3.77M | 0.4% | -5.7% | 0.027% | |
5/14/2025 | Note Advisors LLC | 7,283 | $809K | 0.7% | -6.4% | 0.006% | |
5/14/2025 | Guggenheim Capital LLC | 92,657 | $10.29M | 0.1% | -6.4% | 0.073% | |
5/14/2025 | Ieq Capital LLC | 6,412 | $712K | 0.0% | +2.1% | 0.005% | |
5/14/2025 | CreativeOne Wealth LLC | 11,047 | $1.23M | 0.0% | -4.4% | 0.009% | |
5/14/2025 | Quadcap Wealth Management LLC | 2,546 | $283K | 0.0% | +6.4% | 0.002% | |
5/14/2025 | Samalin Investment Counsel LLC | 25,937 | $2.88M | 1.2% | +0.5% | 0.020% | |
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5/14/2025 | PKS Advisory Services LLC | 27,932 | $3.10M | 0.9% | -4.7% | 0.022% | |
5/14/2025 | Full Sail Capital LLC | 63,385 | $7.04M | 0.5% | -8.5% | 0.050% | |
5/14/2025 | Apexium Financial LP | 5,767 | $641K | 0.0% | -14.1% | 0.005% | |
5/14/2025 | Comerica Bank | 45,369 | $5.04M | 0.0% | -8.0% | 0.036% | |
5/14/2025 | Freedom Investment Management Inc. | 13,273 | $1.47M | 0.1% | -5.1% | 0.010% | |
5/14/2025 | Walleye Trading LLC | 4,999 | $555K | 0.0% | -98.1% | 0.004% | |
5/14/2025 | Biondo Investment Advisors LLC | 13,279 | $1.48M | 0.2% | +15.3% | 0.010% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 436,941 | $48.54M | 0.0% | +8.1% | 0.344% | |
5/14/2025 | Verger Capital Management LLC | 100,043 | $11.11M | 4.9% | +9.2% | 0.079% | |
5/14/2025 | Kestra Advisory Services LLC | 69,755 | $7.75M | 0.0% | -8.6% | 0.055% | |
5/14/2025 | Compound Planning Inc. | 9,777 | $1.09M | 0.0% | -8.0% | 0.008% | |
5/14/2025 | Ameriprise Financial Inc. | 971,032 | $108.39M | 0.0% | +45.0% | 0.763% | |
5/14/2025 | Bragg Financial Advisors Inc | 30,033 | $3.34M | 0.1% | +1.8% | 0.024% | |
5/14/2025 | CW Advisors LLC | 21,819 | $2.42M | 0.0% | -8.0% | 0.017% | |
5/14/2025 | Estate Counselors LLC | 9,800 | $1.09M | 0.1% | N/A | 0.008% | |
5/14/2025 | United Asset Strategies Inc. | 2,997 | $333K | 0.0% | N/A | 0.002% | |
5/14/2025 | Partners Capital Investment Group LLP | 1,023,999 | $113.76M | 1.9% | +80.5% | 0.805% | |
5/14/2025 | TFB Advisors LLC | 9,528 | $1.06M | 0.3% | -5.2% | 0.007% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 8,045 | $894K | 0.1% | +57.1% | 0.006% | |
5/14/2025 | Asset Management Group Inc. | 74,987 | $8.33M | 1.5% | -0.3% | 0.059% | |
5/14/2025 | Capital Analysts LLC | 7,582 | $842K | 0.0% | +90.8% | 0.006% | |
5/14/2025 | Venture Visionary Partners LLC | 3,745 | $416K | 0.0% | -50.4% | 0.003% | |
5/14/2025 | Crabel Capital Management LLC | 51,830 | $5.76M | 6.2% | +358.5% | 0.041% | |
5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 42,336 | $4.70M | 0.1% | +5.2% | 0.033% | |
5/14/2025 | Hsbc Holdings PLC | 61,559 | $6.84M | 0.0% | -72.0% | 0.048% | |
5/14/2025 | Forefront Analytics LLC | 2,974 | $330K | 0.4% | -94.8% | 0.002% | |
5/14/2025 | RWA Wealth Partners LLC | 10,098 | $1.12M | 0.0% | +266.8% | 0.008% | |
5/13/2025 | Northstar Asset Management Inc. | 2,191 | $243K | 0.1% | +9.6% | 0.002% | |
5/13/2025 | Northwest & Ethical Investments L.P. | 69,837 | $7.76M | 0.2% | -2.8% | 0.055% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 35,933 | $3.99M | 0.0% | -3.3% | 0.028% | |
5/13/2025 | Raymond James Financial Inc. | 394,251 | $43.80M | 0.0% | +13.4% | 0.310% | |
5/13/2025 | Pinnacle Holdings LLC | 2,119 | $235K | 0.1% | +15.8% | 0.002% | |
5/13/2025 | Cresset Asset Management LLC | 7,547 | $838K | 0.0% | -13.5% | 0.006% | |
5/13/2025 | Alliance Wealth Advisors LLC UT | 89,133 | $9.90M | 2.6% | +55.1% | 0.070% | |
5/13/2025 | Twin Focus Capital Partners LLC | 108,494 | $12.05M | 1.9% | -1.4% | 0.085% | |
5/13/2025 | Global Endowment Management LP | 62,519 | $6.95M | 0.9% | +212.2% | 0.049% | |
5/13/2025 | American Investment Services Inc. | 17,822 | $1.98M | 0.3% | -1.5% | 0.014% | |
5/13/2025 | Wealthedge Investment Advisors LLC | 18,687 | $2.08M | 0.9% | +37.0% | 0.015% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 17,339 | $1.93M | 0.1% | -12.7% | 0.014% | |
5/13/2025 | Horizon Investments LLC | 113,834 | $12.51M | 0.4% | +23.0% | 0.089% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 58,082 | $6.45M | 0.0% | -0.6% | 0.046% | |
5/13/2025 | Ted Buchan & Co | 98,553 | $10.95M | 5.2% | +1.7% | 0.077% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 9,221 | $1.02M | 1.3% | +269.9% | 0.007% | |
5/13/2025 | NFP Retirement Inc. | 12,200 | $1.36M | 0.1% | +103.1% | 0.010% | |
5/13/2025 | Rock Creek Group LP | 298,421 | $33.15M | 3.8% | -89.2% | 0.235% | |
5/13/2025 | Rathbones Group PLC | 75,732 | $8.41M | 0.0% | +10.6% | 0.060% | |
5/13/2025 | Stone House Investment Management LLC | 396 | $44K | 0.0% | N/A | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 281,585 | $31.28M | 0.0% | +1.3% | 0.221% | |
5/13/2025 | Peak Financial Management Inc. | 34,818 | $3.87M | 1.2% | +2.2% | 0.027% | |
5/12/2025 | Tranquilli Financial Advisor LLC | 6,098 | $677K | 0.4% | +23.6% | 0.005% | |
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5/12/2025 | Financial Engines Advisors L.L.C. | 10,404 | $1.16M | 0.0% | -22.5% | 0.008% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 22,447 | $2.48M | 0.2% | +142.2% | 0.018% | |
5/12/2025 | First American Trust FSB | 12,106 | $1.35M | 0.1% | -2.7% | 0.010% | |
5/12/2025 | SouthState Corp | 14,900 | $1.66M | 0.1% | -5.2% | 0.012% | |
5/12/2025 | Aveo Capital Partners LLC | 61,735 | $6.75M | 1.1% | N/A | 0.049% | |
5/12/2025 | Avos Capital Management LLC | 22,402 | $2.49M | 1.6% | -5.1% | 0.018% | |
5/12/2025 | Florin Court Capital LLP | 7,400 | $822K | 0.9% | -21.3% | 0.006% | |
5/12/2025 | Johnson Financial Group LLC | 5,906 | $656K | 0.1% | N/A | 0.005% | |
5/12/2025 | Townsquare Capital LLC | 284,439 | $31.60M | 0.3% | +52.5% | 0.224% | |
5/12/2025 | National Bank of Canada FI | 10,722 | $1.19M | 0.0% | +223.3% | 0.008% | |