7/14/2025 | Matrix Trust Co | 325,653 | $16.38M | 2.6% | -46.7% | 0.088% | |
7/14/2025 | Sowell Financial Services LLC | 44,121 | $2.22M | 0.1% | -15.4% | 0.012% | |
7/11/2025 | Annex Advisory Services LLC | 19,542 | $983K | 0.0% | -3.2% | 0.005% | |
7/11/2025 | BTC Capital Management Inc. | 4,000 | $201K | 0.0% | N/A | 0.001% | |
7/11/2025 | First PREMIER Bank | 26,643 | $1.34M | 0.3% | -1.2% | 0.007% | |
7/11/2025 | Farther Finance Advisors LLC | 36,094 | $1.82M | 0.0% | +151.8% | 0.010% | |
7/11/2025 | Silver Oak Securities Incorporated | 325,577 | $16.38M | 1.3% | +16.0% | 0.088% | |
7/11/2025 | UMB Bank n.a. | 27,564 | $1.39M | 0.0% | -2.3% | 0.007% | |
7/10/2025 | Anderson Hoagland & Co. | 257,570 | $12.96M | 1.2% | -4.8% | 0.070% | |
7/10/2025 | HF Advisory Group LLC | 26,897 | $1.35M | 0.5% | -4.2% | 0.007% | |
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7/10/2025 | Guided Capital Wealth Management LLC | 238,750 | $12.01M | 9.3% | -12.8% | 0.065% | |
7/10/2025 | Exchange Traded Concepts LLC | 106,829 | $5.38M | 0.1% | -6.5% | 0.029% | |
7/10/2025 | Fortress Wealth Management Inc. | 130,313 | $6.56M | 3.2% | +0.2% | 0.035% | |
7/10/2025 | Envision Financial LLC | 214,618 | $10.80M | 7.2% | +31.5% | 0.058% | |
7/10/2025 | Family Legacy Financial Solutions LLC | 377,362 | $18.99M | 16.1% | N/A | 0.102% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 799,787 | $40.25M | 0.1% | +2.4% | 0.217% | |
7/10/2025 | Stonekeep Investments LLC | 418,448 | $21.05M | 14.2% | -3.3% | 0.114% | |
7/10/2025 | Professional Financial Advisors LLC | 51,784 | $2.61M | 0.6% | +41.5% | 0.014% | |
7/10/2025 | Focus Financial Network Inc. | 92,388 | $4.65M | 0.2% | -2.5% | 0.025% | |
7/9/2025 | Defined Wealth Management LLC | 8,792 | $442K | 0.3% | +3.6% | 0.002% | |
7/9/2025 | Procyon Advisors LLC | 217,072 | $10.92M | 1.0% | +23.0% | 0.059% | |
7/9/2025 | Pallas Capital Advisors LLC | 233,236 | $11.73M | 0.4% | +5.1% | 0.063% | |
7/9/2025 | Leibman Financial Services Inc. | 195,937 | $9.86M | 7.6% | -32.7% | 0.053% | |
7/9/2025 | Fermata Advisors LLC | 39,001 | $1.96M | 0.5% | +2.6% | 0.011% | |
7/9/2025 | Westmount Partners LLC | 42,643 | $2.15M | 0.6% | -0.6% | 0.012% | |
7/9/2025 | Beacon Financial Group | 115,101 | $5.79M | 0.6% | -0.2% | 0.031% | |
7/9/2025 | Reyes Financial Architecture Inc. | 658,721 | $33.14M | 28.6% | +25.3% | 0.179% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 1,842 | $93K | 0.0% | N/A | 0.001% | |
7/8/2025 | Melone Private Wealth LLC | 297,986 | $14.99M | 7.7% | -21.5% | 0.081% | |
7/8/2025 | First National Corp MA ADV | 499,748 | $25.14M | 5.1% | +51.3% | 0.136% | |
7/8/2025 | Parisi Gray Wealth Management | 200,410 | $10.08M | 2.9% | -7.8% | 0.054% | |
7/8/2025 | Webster Bank N. A. | 426,950 | $21.48M | 2.2% | -17.2% | 0.116% | |
7/8/2025 | MRA Advisory Group | 8,562 | $431K | 0.2% | +16.8% | 0.002% | |
7/8/2025 | Goldstone Financial Group LLC | 41,417 | $2.09M | 0.3% | -44.0% | 0.011% | |
7/8/2025 | Charis Legacy Partners LLC | 52,484 | $2.64M | 4.3% | +1,019.5% | 0.014% | |
7/8/2025 | Moulton Wealth Management Inc. | 221,655 | $11.16M | 8.4% | -35.8% | 0.060% | |
7/7/2025 | Vishria Bird Financial Group LLC | 43,218 | $2.17M | 0.7% | -1.4% | 0.012% | |
7/1/2025 | Private Client Services LLC | 11,732 | $590K | 0.2% | +59.5% | 0.003% | |
6/13/2025 | Optima Capital LLC | 104,935 | $5.28M | 3.4% | +136.8% | 0.028% | |
6/10/2025 | Compass Financial Services Inc | 19,658 | $989K | 0.5% | N/A | 0.005% | |
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6/5/2025 | Cim LLC | 84,483 | $4.25M | 0.6% | +2.2% | 0.023% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 38,094 | $1.92M | 1.4% | +111.2% | 0.010% | |
6/2/2025 | Modern Wealth Management LLC | 512,187 | $25.78M | 0.8% | -4.5% | 0.137% | |
5/28/2025 | Wealth Management Associates Inc. | 9,230 | $465K | 0.2% | +2.3% | 0.002% | |
5/27/2025 | Jacobi Capital Management LLC | 360,103 | $18.12M | 1.3% | +0.8% | 0.096% | |
5/21/2025 | Geneos Wealth Management Inc. | 221,331 | $11.14M | 0.4% | +19.1% | 0.059% | |
5/20/2025 | Blue Rock Wealth Management LLC | 18,922 | $952K | 0.8% | -9.9% | 0.005% | |
5/20/2025 | Fortis Capital Advisors LLC | 20,543 | $1.03M | 0.2% | +4.4% | 0.005% | |
5/20/2025 | Belpointe Asset Management LLC | 115,894 | $5.83M | 0.3% | +377.3% | 0.031% | |
5/20/2025 | Integrity Alliance LLC. | 751,309 | $37.81M | 1.5% | N/A | 0.201% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 8,628 | $434K | 0.3% | +34.2% | 0.002% | |
5/19/2025 | Jane Street Group LLC | 4,896 | $246K | 0.0% | -97.3% | 0.001% | |
5/16/2025 | Prostatis Group LLC | 5,950 | $299K | 0.1% | N/A | 0.002% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 31,487 | $1.59M | 0.0% | -3.5% | 0.008% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 3,993 | $201K | 0.0% | N/A | 0.001% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 2,897 | $146K | 0.1% | +229.2% | 0.001% | |
5/16/2025 | Uniplan Investment Counsel Inc. | 395,966 | $19.93M | 1.9% | +13.5% | 0.106% | |
5/16/2025 | NewEdge Advisors LLC | 171,725 | $8.64M | 0.1% | +128.6% | 0.046% | |
5/16/2025 | Millennium Management LLC | 159,916 | $8.05M | 0.0% | -33.6% | 0.043% | |
5/16/2025 | Integrated Wealth Concepts LLC | 197,185 | $9.92M | 0.1% | +13.3% | 0.053% | |
5/16/2025 | Curi RMB Capital LLC | 7,133 | $359K | 0.0% | -30.2% | 0.002% | |
5/16/2025 | AQR Capital Management LLC | 11,987 | $603K | 0.0% | N/A | 0.003% | |
5/16/2025 | AlTi Global Inc. | 202,853 | $10.21M | 0.3% | +50.7% | 0.054% | |
5/15/2025 | EP Wealth Advisors LLC | 27,235 | $1.37M | 0.0% | -9.6% | 0.007% | |
5/15/2025 | Royal Bank of Canada | 3,341,912 | $168.20M | 0.0% | +3.8% | 0.893% | |
5/15/2025 | MAI Capital Management | 251,687 | $12.67M | 0.1% | -8.7% | 0.067% | |
5/15/2025 | Calton & Associates Inc. | 273,240 | $13.75M | 3.1% | +143.1% | 0.073% | |
5/15/2025 | Baird Financial Group Inc. | 66,274 | $3.34M | 0.0% | -15.1% | 0.018% | |
5/15/2025 | Activest Wealth Management | 138,851 | $6.99M | 1.9% | -3.9% | 0.037% | |
5/15/2025 | Palo Alto Wealth Advisors LLC | 117,326 | $5.91M | 2.4% | -26.2% | 0.031% | |
5/15/2025 | TD Capital Management LLC | 245,996 | $12.38M | 1.3% | -9.6% | 0.066% | |
5/14/2025 | Transamerica Financial Advisors LLC | 50,685 | $2.55M | 0.3% | +12.3% | 0.014% | |
5/14/2025 | CreativeOne Wealth LLC | 105,948 | $5.33M | 0.2% | +10.4% | 0.028% | |
5/14/2025 | WCG Wealth Advisors LLC | 148,779 | $7.49M | 0.6% | +17.3% | 0.040% | |
5/14/2025 | Luminist Capital LLC | 1,797 | $90K | 0.1% | +239.1% | 0.000% | |
5/14/2025 | Apexium Financial LP | 300,569 | $15.13M | 0.9% | +189.8% | 0.080% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 443,379 | $22.32M | 0.1% | +11.0% | 0.118% | |
5/14/2025 | Comerica Bank | 54,728 | $2.75M | 0.0% | -22.1% | 0.015% | |
5/14/2025 | Napa Wealth Management | 30,607 | $1.54M | 0.9% | -9.3% | 0.008% | |
5/14/2025 | Smartleaf Asset Management LLC | 34,768 | $1.75M | 0.2% | -24.9% | 0.009% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 114,174 | $5.75M | 0.0% | +162.8% | 0.031% | |
5/14/2025 | Sax Wealth Advisors LLC | 22,901 | $1.15M | 0.1% | +185.3% | 0.006% | |
5/14/2025 | Kestra Advisory Services LLC | 839,160 | $42.24M | 0.2% | -35.3% | 0.224% | |
5/14/2025 | Compound Planning Inc. | 9,293 | $468K | 0.0% | +15.7% | 0.002% | |
5/14/2025 | Barnes Wealth Management Group Inc | 8,498 | $428K | 0.3% | +7.3% | 0.002% | |
5/14/2025 | Ameriprise Financial Inc. | 4,377,432 | $219.89M | 0.1% | +16.2% | 1.170% | |
5/14/2025 | Summit Financial LLC | 277,763 | $13.98M | 0.4% | +0.1% | 0.074% | |
5/14/2025 | United Asset Strategies Inc. | 344,028 | $17.32M | 1.6% | -15.9% | 0.092% | |
5/14/2025 | Flow Traders U.S. LLC | 7,441 | $375K | 0.0% | -48.7% | 0.002% | |
5/14/2025 | Capital Analysts LLC | 660,942 | $33.27M | 1.2% | -14.0% | 0.177% | |
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5/14/2025 | Level Four Advisory Services LLC | 633,885 | $31.90M | 1.3% | +0.5% | 0.169% | |
5/14/2025 | Vertex Planning Partners LLC | 632,240 | $31.82M | 6.9% | +7.1% | 0.169% | |
5/14/2025 | ZEGA Investments LLC | 6,166 | $310K | 0.0% | +21.5% | 0.002% | |
5/14/2025 | JT Stratford LLC | 62,199 | $3.13M | 0.6% | +43.8% | 0.017% | |
5/14/2025 | Andina Capital Management LLC | 139,490 | $7.02M | 5.0% | +178.9% | 0.037% | |
5/14/2025 | Blue Investment Partners LLC | 274,782 | $13.83M | 5.2% | +10.5% | 0.073% | |
5/14/2025 | Disciplina Capital Management LLC | 724,448 | $36.46M | 5.3% | +36.6% | 0.194% | |
5/13/2025 | Aptus Capital Advisors LLC | 306,611 | $15.43M | 0.2% | +0.8% | 0.082% | |
5/13/2025 | Global View Capital Management LLC | 994,931 | $50.08M | 18.2% | +136.1% | 0.266% | |
5/13/2025 | 17 Capital Partners LLC | 14,716 | $741K | 0.5% | +20.7% | 0.004% | |