7/9/2025 | MassMutual Private Wealth & Trust FSB | 29,696 | $10.76M | 0.3% | +2.5% | 0.178% | |
7/8/2025 | Boltwood Capital Management | 714 | $259K | 0.1% | -6.5% | 0.004% | |
7/8/2025 | Gallacher Capital Management LLC | 1,034 | $374K | 0.2% | -30.1% | 0.006% | |
7/7/2025 | Trust Co. of Oklahoma | 33,020 | $11.96M | 3.8% | -1.1% | 0.198% | |
7/7/2025 | Capital Asset Advisory Services LLC | 8,750 | $3.19M | 0.1% | -29.2% | 0.052% | |
7/3/2025 | Fiduciary Financial Group LLC | 600 | $218K | 0.0% | N/A | 0.004% | |
7/1/2025 | Park National Corp OH | 15,687 | $5.68M | 0.2% | -8.2% | 0.094% | |
6/27/2025 | Goldman Sachs Group Inc. | 21,255 | $6.92M | 0.0% | -63.1% | 0.127% | |
6/13/2025 | Optima Capital LLC | 2,422 | $788K | 0.5% | -8.7% | 0.015% | |
6/2/2025 | Modern Wealth Management LLC | 851 | $277K | 0.0% | -3.4% | 0.005% | |
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5/27/2025 | Advisors Capital Management LLC | 9,577 | $3.12M | 0.0% | +1.9% | 0.059% | |
5/21/2025 | Beacon Capital Management Inc. | 112,743 | $40.48M | 2.0% | -75.1% | 0.693% | |
5/21/2025 | Geneos Wealth Management Inc. | 381 | $124K | 0.0% | -20.8% | 0.002% | |
5/20/2025 | Focus Partners Wealth | 3,599 | $1.17M | 0.0% | +6.6% | 0.022% | |
5/20/2025 | Flaharty Asset Management LLC | 210 | $68K | 0.0% | N/A | 0.001% | |
5/20/2025 | Anchor Investment Management LLC | 10,383 | $3.38M | 0.3% | +1.3% | 0.064% | |
5/19/2025 | Jane Street Group LLC | 6,526 | $2.12M | 0.0% | +172.0% | 0.040% | |
5/19/2025 | SCS Capital Management LLC | 1,587 | $517K | 0.0% | N/A | 0.010% | |
5/16/2025 | Goldman Sachs Group Inc. | 21,255 | $6.92M | 0.0% | -63.1% | 0.131% | |
5/16/2025 | Cape Investment Advisory Inc. | 966 | $314K | 0.1% | -10.4% | 0.006% | |
5/16/2025 | Jones Financial Companies Lllp | 36,027 | $11.73M | 0.0% | +346.4% | 0.222% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 618 | $201K | 0.2% | N/A | 0.004% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 624 | $203K | 0.1% | -26.9% | 0.004% | |
5/16/2025 | Redwood Financial Network Corp | 1,421 | $463K | 0.4% | -4.2% | 0.009% | |
5/16/2025 | NewEdge Advisors LLC | 3,498 | $1.14M | 0.0% | -1.2% | 0.022% | |
5/16/2025 | Integrated Wealth Concepts LLC | 9,447 | $3.08M | 0.0% | +82.7% | 0.058% | |
5/16/2025 | AQR Capital Management LLC | 616 | $201K | 0.0% | N/A | 0.004% | |
5/15/2025 | EP Wealth Advisors LLC | 2,787 | $907K | 0.0% | -32.5% | 0.017% | |
5/15/2025 | Cubist Systematic Strategies LLC | 1,921 | $625K | 0.0% | N/A | 0.012% | |
5/15/2025 | Royal Bank of Canada | 51,902 | $16.90M | 0.0% | -21.3% | 0.319% | |
5/15/2025 | MAI Capital Management | 1,665 | $542K | 0.0% | +10.3% | 0.010% | |
5/15/2025 | Calton & Associates Inc. | 654 | $213K | 0.0% | +20.9% | 0.004% | |
5/15/2025 | Baird Financial Group Inc. | 1,221 | $397K | 0.0% | -7.6% | 0.008% | |
5/15/2025 | Tortoise Investment Management LLC | 582 | $189K | 0.0% | +16.6% | 0.004% | |
5/14/2025 | Ieq Capital LLC | 2,207 | $718K | 0.0% | -50.3% | 0.014% | |
5/14/2025 | Full Sail Capital LLC | 52,452 | $17.07M | 1.1% | -3.2% | 0.323% | |
5/14/2025 | Apexium Financial LP | 6,917 | $2.25M | 0.1% | +4.7% | 0.043% | |
5/14/2025 | Comerica Bank | 5,282 | $1.72M | 0.0% | -29.3% | 0.032% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 201,351 | $65.54M | 0.1% | +5.7% | 1.238% | |
5/14/2025 | Trinity Legacy Partners LLC | 6,535 | $2.34M | 0.6% | -38.5% | 0.040% | |
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5/14/2025 | Kestra Advisory Services LLC | 5,797 | $1.89M | 0.0% | -52.4% | 0.036% | |
5/14/2025 | Ameriprise Financial Inc. | 179,831 | $58.55M | 0.0% | +20.0% | 1.106% | |
5/14/2025 | Bragg Financial Advisors Inc | 1,360 | $443K | 0.0% | -12.4% | 0.008% | |
5/14/2025 | CW Advisors LLC | 1,160 | $380K | 0.0% | -10.4% | 0.007% | |
5/14/2025 | Summit Financial LLC | 2,769 | $901K | 0.0% | +3.4% | 0.017% | |
5/14/2025 | Flow Traders U.S. LLC | 2,350 | $765K | 0.0% | +47.1% | 0.014% | |
5/14/2025 | PGIM Custom Harvest LLC | 300,357 | $97.77M | 2.3% | +0.3% | 1.847% | |
5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 4,230 | $1.38M | 0.0% | +49.3% | 0.026% | |
5/13/2025 | Raymond James Financial Inc. | 96,800 | $31.51M | 0.0% | +0.8% | 0.595% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 1,812 | $590K | 0.0% | N/A | 0.011% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 1,496 | $487K | 0.0% | N/A | 0.009% | |
5/13/2025 | Dagco Inc. | 7,545 | $2.46M | 0.8% | +0.5% | 0.046% | |
5/13/2025 | Russell Investments Group Ltd. | 703 | $229K | 0.0% | +453.5% | 0.004% | |
5/13/2025 | Anfield Capital Management LLC | 20,291 | $6.61M | 2.4% | N/A | 0.125% | |
5/13/2025 | HighTower Advisors LLC | 11,519 | $3.75M | 0.0% | +0.3% | 0.071% | |
5/13/2025 | Elevation Capital Advisory LLC | 2,817 | $917K | 0.4% | -25.5% | 0.017% | |
5/12/2025 | Tranquilli Financial Advisor LLC | 7,782 | $2.53M | 1.6% | -42.9% | 0.048% | |
5/12/2025 | Mainsail Asset Management LLC | 1,938 | $631K | 0.4% | -4.9% | 0.012% | |
5/12/2025 | SouthState Corp | 228 | $74K | 0.0% | +240.3% | 0.001% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 4,772 | $1.55M | 0.3% | -0.8% | 0.029% | |
5/12/2025 | Atlas Capital Advisors Inc. | 17,219 | $5.61M | 0.7% | +10.3% | 0.105% | |
5/12/2025 | JPMorgan Chase & Co. | 518,193 | $168.68M | 0.0% | +6.9% | 3.148% | |
5/12/2025 | AlphaCore Capital LLC | 88 | $29K | 0.0% | N/A | 0.001% | |
5/12/2025 | WBH Advisory Inc. | 7,066 | $2.30M | 0.2% | +14.1% | 0.043% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 1,247 | $406K | 0.0% | -4.6% | 0.008% | |
5/9/2025 | Evolution Wealth Advisors LLC | 1,275 | $415K | 0.1% | +2.6% | 0.008% | |
5/9/2025 | Citizens Financial Group Inc. RI | 1,377 | $448K | 0.0% | -6.3% | 0.008% | |
5/9/2025 | Comprehensive Financial Planning Inc. PA | 734 | $239K | 0.2% | -6.4% | 0.004% | |
5/9/2025 | Atria Wealth Solutions Inc. | 19,906 | $6.48M | 0.1% | -46.4% | 0.121% | |
5/9/2025 | Empower Advisory Group LLC | 27,246 | $8.87M | 0.0% | +736.3% | 0.166% | |
5/9/2025 | Strategic Investment Solutions Inc. IL | 246 | $80K | 0.0% | N/A | 0.001% | |
5/9/2025 | Commonwealth Equity Services LLC | 50,125 | $16.32M | 0.0% | +2.8% | 0.305% | |
5/9/2025 | Aviso Wealth Management | 2,250 | $732K | 0.4% | -6.1% | 0.014% | |
5/9/2025 | PNC Financial Services Group Inc. | 64,564 | $21.02M | 0.0% | -0.9% | 0.392% | |
5/8/2025 | TIAA Trust National Association | 4,148 | $1.35M | 0.0% | -3.9% | 0.025% | |
5/8/2025 | Baker Avenue Asset Management LP | 4,553 | $1.48M | 0.0% | +2.8% | 0.028% | |
5/8/2025 | Commerce Bank | 840 | $273K | 0.0% | +6.3% | 0.005% | |
5/8/2025 | US Bancorp DE | 2,284 | $743K | 0.0% | -5.5% | 0.014% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 669 | $218K | 0.0% | +17.6% | 0.004% | |
5/8/2025 | Harbour Investments Inc. | 1,978 | $644K | 0.0% | -2.9% | 0.012% | |
5/8/2025 | Sound View Wealth Advisors Group LLC | 3,901 | $1.27M | 0.1% | -0.9% | 0.024% | |
5/8/2025 | Hoxton Planning & Management LLC | 677 | $220K | 0.1% | N/A | 0.004% | |
5/8/2025 | Arkadios Wealth Advisors | 898 | $292K | 0.0% | +12.4% | 0.005% | |
5/8/2025 | Banque Cantonale Vaudoise | 148 | $48K | 0.0% | N/A | 0.001% | |
5/8/2025 | FSA Advisors Inc. | 1,628 | $530K | 0.4% | +41.1% | 0.010% | |
5/7/2025 | N.E.W. Advisory Services LLC | 9,990 | $3.25M | 0.2% | +21.1% | 0.061% | |
5/7/2025 | Foundations Investment Advisors LLC | 74,322 | $24.19M | 0.4% | N/A | 0.452% | |
5/7/2025 | Capital City Trust Co. FL | 1,476 | $480K | 0.1% | -16.2% | 0.009% | |
5/7/2025 | LPL Financial LLC | 171,843 | $55.94M | 0.0% | -3.7% | 1.044% | |
5/7/2025 | HB Wealth Management LLC | 4,317 | $1.41M | 0.0% | +18.3% | 0.026% | |
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5/7/2025 | Fischer Financial Services Inc. | 7,320 | $2.38M | 0.8% | -2.1% | 0.044% | |
5/7/2025 | Trilogy Capital Inc. | 662 | $215K | 0.0% | -5.4% | 0.004% | |
5/7/2025 | Panoramic Investment Advisors LLC | 653 | $213K | 0.1% | +15.2% | 0.004% | |
5/6/2025 | Assetmark Inc. | 13,036 | $4.24M | 0.0% | +340.1% | 0.079% | |
5/6/2025 | Cetera Investment Advisers | 69,391 | $22.59M | 0.0% | -17.1% | 0.422% | |
5/6/2025 | Avantax Advisory Services Inc. | 18,699 | $6.09M | 0.0% | -6.8% | 0.114% | |
5/6/2025 | Brookwood Investment Group LLC | 891 | $290K | 0.0% | N/A | 0.005% | |
5/6/2025 | Birchcreek Wealth Management LLC | 1,273 | $414K | 0.3% | -2.9% | 0.008% | |
5/6/2025 | AE Wealth Management LLC | 13,851 | $4.51M | 0.0% | +5.4% | 0.084% | |
5/6/2025 | Burney Co. | 1,152 | $375K | 0.0% | -8.5% | 0.007% | |