7/11/2025 | William Howard & Co Financial Advisors Inc | 1,988 | $201K | 0.2% | N/A | 0.007% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 152,172 | $15.40M | 1.3% | -1.9% | 0.542% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 53,792 | $5.15M | 0.0% | N/A | 0.192% | |
7/10/2025 | Pachira Investments Inc. | 3,713 | $376K | 0.3% | N/A | 0.013% | |
7/10/2025 | Orgel Wealth Management LLC | 1,311,200 | $132.73M | 3.2% | +10.4% | 4.670% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,920 | $201K | 0.0% | N/A | 0.007% | |
7/10/2025 | Focus Financial Network Inc. | 4,476 | $453K | 0.0% | -3.3% | 0.016% | |
7/10/2025 | Sovran Advisors LLC | 2,840 | $295K | 0.0% | -26.7% | 0.010% | |
7/9/2025 | Taylor Hoffman Capital Management LLC | 4,449 | $450K | 0.2% | -2.7% | 0.016% | |
7/9/2025 | Breakwater Capital Group | 14,759 | $1.49M | 0.2% | -3.1% | 0.053% | |
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7/8/2025 | Arlington Trust Co LLC | 798 | $81K | 0.0% | +167.8% | 0.003% | |
7/7/2025 | Capital Asset Advisory Services LLC | 19,380 | $1.99M | 0.1% | -0.8% | 0.069% | |
7/3/2025 | McLean Asset Management Corp | 7,896 | $823K | 0.2% | +1.5% | 0.028% | |
6/20/2025 | Real Talk Capital LLC | 4,133 | $399K | 0.5% | -5.0% | 0.014% | |
5/19/2025 | Jane Street Group LLC | 18,169 | $1.75M | 0.0% | +73.1% | 0.063% | |
5/19/2025 | SCS Capital Management LLC | 47,821 | $4.62M | 0.1% | +11.4% | 0.166% | |
5/16/2025 | Goldman Sachs Group Inc. | 196,416 | $18.96M | 0.0% | +17.8% | 0.695% | |
5/16/2025 | Jones Financial Companies Lllp | 583,170 | $56.28M | 0.1% | +1,233.1% | 2.021% | |
5/16/2025 | NewEdge Advisors LLC | 11,419 | $1.10M | 0.0% | -92.5% | 0.040% | |
5/16/2025 | Belmont Capital LLC | 16,051 | $1.55M | 0.3% | N/A | 0.056% | |
5/15/2025 | Royal Bank of Canada | 257,951 | $24.90M | 0.0% | +8.9% | 0.894% | |
5/15/2025 | Betterment LLC | 28,741 | $2.77M | 0.0% | +32.7% | 0.100% | |
5/15/2025 | Baird Financial Group Inc. | 7,507 | $725K | 0.0% | +9.5% | 0.026% | |
5/15/2025 | Evergreen Capital Management LLC | 38,566 | $3.72M | 0.1% | +47.1% | 0.134% | |
5/14/2025 | Warwick Investment Management Inc. | 167,111 | $16.13M | 3.4% | -4.9% | 0.579% | |
5/14/2025 | Napa Wealth Management | 2,107 | $203K | 0.1% | -6.2% | 0.007% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 153,962 | $14.86M | 0.0% | +5.0% | 0.533% | |
5/14/2025 | Kestra Advisory Services LLC | 46,364 | $4.48M | 0.0% | -24.3% | 0.161% | |
5/14/2025 | Compound Planning Inc. | 2,783 | $269K | 0.0% | +6.3% | 0.010% | |
5/14/2025 | Ameriprise Financial Inc. | 382,440 | $36.95M | 0.0% | +13.2% | 1.325% | |
5/14/2025 | Capital Analysts LLC | 3,944 | $381K | 0.0% | +75.4% | 0.014% | |
5/13/2025 | 17 Capital Partners LLC | 6,347 | $613K | 0.4% | +10.1% | 0.022% | |
5/13/2025 | Raymond James Financial Inc. | 396,266 | $38.24M | 0.0% | -0.6% | 1.373% | |
5/13/2025 | Cresset Asset Management LLC | 8,298 | $801K | 0.0% | +43.4% | 0.029% | |
5/13/2025 | Weik Capital Management | 5,755 | $555K | 0.2% | -5.2% | 0.020% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 2,377 | $229K | 0.0% | N/A | 0.008% | |
5/13/2025 | Mitsubishi UFJ Asset Management UK Ltd. | 124,800 | $12.04M | 6.5% | -8.4% | 0.432% | |
5/13/2025 | Rathbones Group PLC | 2,380 | $230K | 0.0% | N/A | 0.008% | |
5/13/2025 | HighTower Advisors LLC | 46,346 | $4.47M | 0.0% | +47.9% | 0.161% | |
5/13/2025 | Taylor Hoffman Capital Management LLC | 4,573 | $442K | 0.2% | +32.7% | 0.016% | |
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5/12/2025 | Financial Engines Advisors L.L.C. | 2,146 | $207K | 0.0% | -19.0% | 0.007% | |
5/12/2025 | SouthState Corp | 516 | $50K | 0.0% | N/A | 0.002% | |
5/12/2025 | Simplex Trading LLC | 366 | $35K | 0.0% | N/A | 0.001% | |
5/12/2025 | True North Advisors LLC | 22,668 | $2.19M | 0.4% | N/A | 0.079% | |
5/12/2025 | Savvy Advisors Inc. | 5,318 | $513K | 0.1% | -53.9% | 0.018% | |
5/12/2025 | National Bank of Canada FI | 6,076 | $587K | 0.0% | -95.9% | 0.021% | |
5/9/2025 | Silver Oak Advisory Group Inc. | 14,024 | $1.35M | 0.7% | -1.1% | 0.049% | |
5/9/2025 | 1834 Investment Advisors Co. | 3,085 | $298K | 0.0% | -4.5% | 0.011% | |
5/9/2025 | Atria Wealth Solutions Inc. | 2,680 | $259K | 0.0% | -18.7% | 0.009% | |
5/9/2025 | Cary Street Partners Financial LLC | 8,112 | $783K | 0.0% | -15.7% | 0.028% | |
5/9/2025 | Thoroughbred Financial Services LLC | 3,559 | $343K | 0.0% | +34.7% | 0.012% | |
5/9/2025 | Marble Harbor Investment Counsel LLC | 75,607 | $7.30M | 0.8% | +2.0% | 0.265% | |
5/9/2025 | Commonwealth Equity Services LLC | 294,113 | $28.39M | 0.0% | -1.8% | 1.032% | |
5/9/2025 | Blair William & Co. IL | 3,431 | $331K | 0.0% | -79.3% | 0.012% | |
5/9/2025 | Manchester Capital Management LLC | 588 | $57K | 0.0% | -82.4% | 0.002% | |
5/9/2025 | PNC Financial Services Group Inc. | 4,812 | $464K | 0.0% | -27.5% | 0.017% | |
5/8/2025 | US Bancorp DE | 352 | $34K | 0.0% | -42.6% | 0.001% | |
5/8/2025 | Private Advisory Group LLC | 61,723 | $5.96M | 0.7% | +22.0% | 0.217% | |
5/8/2025 | First Foundation Advisors | 7,154 | $690K | 0.0% | -33.1% | 0.025% | |
5/7/2025 | Mycio Wealth Partners LLC | 2,253 | $217K | 0.1% | N/A | 0.008% | |
5/7/2025 | Viawealth LLC | 4,444 | $429K | 0.3% | +2.9% | 0.016% | |
5/7/2025 | Foundations Investment Advisors LLC | 18,039 | $1.74M | 0.0% | +33.4% | 0.063% | |
5/7/2025 | LPL Financial LLC | 360,985 | $34.84M | 0.0% | -23.0% | 1.267% | |
5/7/2025 | Anson Capital Inc. | 10,450 | $1.01M | 0.9% | -24.6% | 0.037% | |
5/7/2025 | FourThought Financial Partners LLC | 158,253 | $15.27M | 1.6% | +37.6% | 0.555% | |
5/6/2025 | Assetmark Inc. | 2,220 | $214K | 0.0% | +144.0% | 0.008% | |
5/6/2025 | Cetera Investment Advisers | 266,018 | $25.67M | 0.0% | -21.2% | 0.934% | |
5/6/2025 | Avantax Advisory Services Inc. | 28,556 | $2.76M | 0.0% | +7.8% | 0.100% | |
5/6/2025 | Wedbush Securities Inc. | 4,084 | $394K | 0.0% | +6.1% | 0.014% | |
5/6/2025 | Kathleen S. Wright Associates Inc. | 17,999 | $1.74M | 0.7% | -0.9% | 0.063% | |
5/6/2025 | PFG Advisors | 22,800 | $2.20M | 0.1% | -6.8% | 0.080% | |
5/5/2025 | OneAscent Financial Services LLC | 16,388 | $1.58M | 0.1% | +149.1% | 0.058% | |
5/5/2025 | Private Advisor Group LLC | 42,860 | $4.14M | 0.0% | -2.1% | 0.150% | |
5/5/2025 | Diversify Advisory Services LLC | 3,362 | $313K | 0.0% | +7.8% | 0.012% | |
5/2/2025 | Grant Street Asset Management Inc. | 11,130 | $1.07M | 0.3% | -4.8% | 0.039% | |
5/2/2025 | Leo Wealth LLC | 13,351 | $1.29M | 0.2% | N/A | 0.047% | |
5/2/2025 | Catalyst Financial Partners LLC | 2,873 | $277K | 0.1% | N/A | 0.010% | |
5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 2,285 | $221K | 0.2% | -5.1% | 0.008% | |
5/1/2025 | Fort Sheridan Advisors LLC | 8,098 | $782K | 0.1% | -6.0% | 0.028% | |
5/1/2025 | Fidelity D & D Bancorp Inc. | 25,811 | $2.49M | 1.6% | +9.2% | 0.091% | |
4/30/2025 | Cerity Partners LLC | 404,872 | $39.07M | 0.1% | +0.4% | 1.421% | |
4/30/2025 | Phillips Financial Management LLC | 36,024 | $3.48M | 0.3% | +0.3% | 0.126% | |
4/30/2025 | Allworth Financial LP | 7,121 | $657K | 0.0% | -13.4% | 0.025% | |
4/30/2025 | Axxcess Wealth Management LLC | 19,474 | $1.88M | 0.0% | +6.9% | 0.068% | |
4/30/2025 | Greenleaf Trust | 11,523 | $1.11M | 0.0% | +16.3% | 0.040% | |
4/30/2025 | New Insight Wealth Advisors | 113,291 | $10.93M | 5.0% | +2.5% | 0.398% | |
4/30/2025 | Stratos Wealth Partners LTD. | 3,460 | $334K | 0.0% | -5.9% | 0.012% | |
4/30/2025 | Blackhawk Capital Partners LLC. | 2,604 | $251K | 0.1% | N/A | 0.009% | |
4/30/2025 | Sierra Capital LLC | 24,448 | $2.36M | 0.3% | +6.5% | 0.086% | |
4/30/2025 | Brown Advisory Inc. | 9,196 | $888K | 0.0% | +46.4% | 0.032% | |
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4/30/2025 | Gibraltar Capital Management Inc. | 8,735 | $843K | 0.2% | N/A | 0.031% | |
4/30/2025 | Bryant Woods Investment Advisors LLC | 47,320 | $4.57M | 2.2% | -6.5% | 0.166% | |
4/29/2025 | Fairway Wealth LLC | 15,831 | $1.53M | 0.5% | -4.7% | 0.056% | |
4/29/2025 | Envestnet Asset Management Inc. | 50,260 | $4.85M | 0.0% | -15.1% | 0.176% | |
4/29/2025 | One Day In July LLC | 228,366 | $22.04M | 2.2% | -2.8% | 0.802% | |
4/29/2025 | Stage Harbor Financial LLC | 2,624 | $253K | 0.2% | -15.5% | 0.009% | |
4/29/2025 | Concurrent Investment Advisors LLC | 61,278 | $5.91M | 0.1% | +4.2% | 0.215% | |
4/29/2025 | HM Payson & Co. | 12,267 | $1.18M | 0.0% | -35.0% | 0.043% | |
4/29/2025 | Macroview Investment Management LLC | 4,166 | $402K | 0.4% | +14.4% | 0.015% | |
4/29/2025 | Bank of New York Mellon Corp | 18,423 | $1.78M | 0.0% | +10.1% | 0.065% | |