7/25/2025 | MGO One Seven LLC | 15,426 | $1.27M | 0.0% | -2.8% | 0.017% | |
7/25/2025 | Presilium Private Wealth LLC | 291,796 | $23.98M | 4.9% | +2.8% | 0.316% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 110,517 | $9.08M | 0.0% | -0.9% | 0.120% | |
7/25/2025 | Concurrent Investment Advisors LLC | 8,286 | $681K | 0.0% | -38.4% | 0.009% | |
7/25/2025 | Johnson Investment Counsel Inc. | 10,653 | $875K | 0.0% | +2.5% | 0.012% | |
7/25/2025 | GFS Advisors LLC | 12,780 | $1.05M | 0.1% | -9.0% | 0.014% | |
7/24/2025 | Blue Trust Inc. | 145,291 | $11.94M | 0.1% | -1.5% | 0.157% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 51,538 | $4.24M | 0.1% | +9.8% | 0.056% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 13,264 | $1.09M | 0.1% | -1.4% | 0.014% | |
7/24/2025 | Blair William & Co. IL | 7,682 | $631K | 0.0% | -2.3% | 0.008% | |
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7/23/2025 | Vontobel Holding Ltd. | 15,714 | $1.29M | 0.0% | -5.1% | 0.017% | |
7/23/2025 | WestEnd Advisors LLC | 1,877,146 | $154.27M | 3.8% | -53.1% | 2.028% | |
7/23/2025 | 1 North Wealth Services LLC | 80,649 | $6.63M | 2.6% | +14.4% | 0.087% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 715,865 | $58.83M | 0.8% | -2.9% | 0.773% | |
7/22/2025 | Belpointe Asset Management LLC | 6,249 | $514K | 0.0% | -18.5% | 0.007% | |
7/22/2025 | DAVENPORT & Co LLC | 59,712 | $4.91M | 0.0% | -41.7% | 0.065% | |
7/22/2025 | Simplicity Wealth LLC | 17,298 | $1.42M | 0.1% | -4.7% | 0.019% | |
7/22/2025 | MGO Private Wealth LLC | 84,732 | $6.96M | 4.5% | +1.6% | 0.092% | |
7/21/2025 | Ascent Group LLC | 5,941 | $488K | 0.0% | -53.2% | 0.006% | |
7/21/2025 | Ashton Thomas Securities LLC | 4,691 | $386K | 0.1% | -43.5% | 0.005% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 24,538 | $2.02M | 0.0% | -0.9% | 0.027% | |
7/18/2025 | Viewpoint Investment Partners Corp | 12,621 | $1.04M | 0.6% | +27.9% | 0.014% | |
7/18/2025 | Tanager Wealth Management LLP | 244,106 | $20.06M | 2.4% | -3.4% | 0.265% | |
7/18/2025 | Provident Wealth Management LLC | 1,107 | $91K | 0.0% | N/A | 0.001% | |
7/18/2025 | Institute for Wealth Management LLC. | 6,364 | $523K | 0.1% | -4.4% | 0.007% | |
7/18/2025 | Liberty Capital Management Inc. | 22,018 | $1.81M | 0.4% | +33.6% | 0.024% | |
7/18/2025 | Truist Financial Corp | 962,060 | $79.06M | 0.1% | -52.5% | 1.042% | |
7/17/2025 | HB Wealth Management LLC | 30,239 | $2.49M | 0.0% | -10.7% | 0.033% | |
7/17/2025 | Janney Montgomery Scott LLC | 1,994,654 | $163.92M | 0.4% | -49.6% | 2.162% | |
7/16/2025 | Signaturefd LLC | 481 | $40K | 0.0% | -51.5% | 0.001% | |
7/16/2025 | BOS Asset Management LLC | 2,889 | $237K | 0.1% | N/A | 0.003% | |
7/16/2025 | Rebalance LLC | 19,046 | $1.57M | 0.1% | -8.1% | 0.021% | |
7/16/2025 | Dakota Wealth Management | 12,651 | $1.04M | 0.0% | +11.6% | 0.014% | |
7/15/2025 | Harrell Investment Partners LLC | 6,239 | $513K | 0.1% | -52.8% | 0.007% | |
7/15/2025 | Mather Group LLC. | 5,903,156 | $485.12M | 5.2% | +20.5% | 6.397% | |
7/15/2025 | Ballentine Partners LLC | 331,882 | $27.27M | 0.4% | -1.2% | 0.360% | |
7/15/2025 | Maseco LLP | 8,003 | $657K | 0.0% | N/A | 0.009% | |
7/15/2025 | Family Wealth Partners LLC | 25,782 | $2.12M | 0.8% | -6.8% | 0.028% | |
7/14/2025 | Oliver Luxxe Assets LLC | 76,131 | $6.26M | 1.1% | +74.9% | 0.083% | |
7/14/2025 | Park Avenue Securities LLC | 7,107 | $584K | 0.0% | -40.2% | 0.008% | |
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7/11/2025 | Quantum Financial Advisors LLC | 2,562 | $211K | 0.0% | N/A | 0.003% | |
7/11/2025 | BTC Capital Management Inc. | 15,645 | $1.29M | 0.1% | -2.2% | 0.017% | |
7/11/2025 | WealthBridge Investment Counsel Inc. | 55,855 | $4.59M | 1.5% | +58.1% | 0.060% | |
7/11/2025 | Addis & Hill Inc | 185,171 | $15.22M | 9.9% | -0.4% | 0.200% | |
7/11/2025 | Phillips Wealth Planners LLC | 10,303 | $837K | 0.8% | -49.9% | 0.011% | |
7/10/2025 | Charter Oak Capital Management LLC | 19,279 | $1.58M | 0.1% | -7.1% | 0.021% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 58,630 | $4.82M | 0.6% | N/A | 0.063% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 22,229 | $1.83M | 0.0% | -26.2% | 0.024% | |
7/10/2025 | Atticus Wealth Management LLC | 3,073 | $253K | 0.1% | -5.5% | 0.003% | |
7/10/2025 | Moller Wealth Partners | 134,961 | $11.09M | 2.4% | +7.6% | 0.146% | |
7/10/2025 | Wedmont Private Capital | 23,039 | $1.88M | 0.1% | -1.8% | 0.025% | |
7/10/2025 | Secure Asset Management LLC | 2,789 | $229K | 0.0% | N/A | 0.003% | |
7/10/2025 | Focus Financial Network Inc. | 4,209 | $346K | 0.0% | -7.4% | 0.005% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 47,343 | $3.89M | 0.1% | +0.5% | 0.051% | |
7/9/2025 | Chesley Taft & Associates LLC | 3,164 | $260K | 0.0% | -10.9% | 0.003% | |
7/9/2025 | Aaron Wealth Advisors LLC | 3,743 | $308K | 0.0% | -25.2% | 0.004% | |
7/8/2025 | Dover Advisors LLC | 2,736 | $225K | 0.1% | N/A | 0.003% | |
7/8/2025 | Canandaigua National Bank & Trust Co. | 12,260 | $1.01M | 0.1% | -31.8% | 0.013% | |
7/8/2025 | Parallel Advisors LLC | 1,920 | $158K | 0.0% | +152.3% | 0.002% | |
7/3/2025 | Garde Capital Inc. | 597,252 | $49.08M | 2.6% | -5.2% | 0.645% | |
7/3/2025 | Collective Family Office LLC | 3,250 | $267K | 0.1% | -23.5% | 0.004% | |
7/3/2025 | Fiduciary Financial Group LLC | 11,568 | $948K | 0.2% | +1.2% | 0.012% | |
7/2/2025 | HBW Advisory Services LLC | 2,494 | $205K | 0.0% | N/A | 0.003% | |
5/20/2025 | Belpointe Asset Management LLC | 7,665 | $555K | 0.0% | -43.8% | 0.005% | |
5/20/2025 | Focus Partners Wealth | 9,498 | $688K | 0.0% | N/A | 0.006% | |
5/19/2025 | Jane Street Group LLC | 611,347 | $44.30M | 0.0% | +349.3% | 0.390% | |
5/16/2025 | Goldman Sachs Group Inc. | 137,990 | $10.00M | 0.0% | -16.7% | 0.149% | |
5/16/2025 | Jones Financial Companies Lllp | 16,682 | $1.21M | 0.0% | +647.7% | 0.011% | |
5/16/2025 | Tolleson Wealth Management Inc. | 5,004 | $363K | 0.1% | -7.6% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 50,395 | $3.65M | 0.0% | +2.5% | 0.032% | |
5/16/2025 | 1 North Wealth Services LLC | 70,512 | $5.11M | 2.4% | -10.4% | 0.045% | |
5/15/2025 | Ashton Thomas Securities LLC | 8,296 | $601K | 0.2% | -28.4% | 0.005% | |
5/15/2025 | Capital Investment Counsel LLC | 78,368 | $5.68M | 0.9% | -2.2% | 0.050% | |
5/15/2025 | Obsido Oy | 65,297 | $4.73M | 4.1% | N/A | 0.042% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 27,797 | $2.01M | 0.0% | +9.5% | 0.018% | |
5/15/2025 | Royal Bank of Canada | 624,936 | $45.28M | 0.0% | -11.0% | 0.398% | |
5/15/2025 | MAI Capital Management | 4,202 | $304K | 0.0% | +423.3% | 0.003% | |
5/15/2025 | OLD Mission Capital LLC | 360,349 | $26.11M | 0.3% | N/A | 0.230% | |
5/15/2025 | Vident Advisory LLC | 33,237 | $2.41M | 0.0% | -19.2% | 0.021% | |
5/14/2025 | Jane Street Group LLC | 611,347 | $44.30M | 0.0% | +349.3% | 0.390% | |
5/14/2025 | Comerica Bank | 49,978 | $3.62M | 0.0% | +8.0% | 0.032% | |
5/14/2025 | Freedom Investment Management Inc. | 4,743 | $344K | 0.0% | -15.9% | 0.003% | |
5/14/2025 | Oliver Luxxe Assets LLC | 43,532 | $3.15M | 0.6% | +14.9% | 0.028% | |
5/14/2025 | Smartleaf Asset Management LLC | 572 | $42K | 0.0% | +55.4% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 254,789 | $18.46M | 0.0% | +5.0% | 0.162% | |
5/14/2025 | Haverford Trust Co | 900,003 | $65.21M | 0.7% | -6.7% | 0.574% | |
5/14/2025 | Resolute Advisors LLC | 30,883 | $2.24M | 0.6% | +1.9% | 0.020% | |
5/14/2025 | Flow Traders U.S. LLC | 173,550 | $12.58M | 0.5% | N/A | 0.111% | |
5/14/2025 | Partners Capital Investment Group LLP | 48,649 | $3.53M | 0.1% | N/A | 0.031% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 38,475 | $2.80M | 0.0% | +24.2% | 0.025% | |
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5/14/2025 | Colonial Trust Advisors | 801 | $58K | 0.0% | -21.5% | 0.001% | |
5/13/2025 | Blue Edge Capital LLC | 144,368 | $10.46M | 1.7% | -5.1% | 0.092% | |
5/13/2025 | Raymond James Financial Inc. | 3,836,809 | $278.02M | 0.1% | +0.9% | 2.445% | |
5/13/2025 | Prudential PLC | 18,960 | $1.37M | 0.0% | +29.4% | 0.012% | |
5/13/2025 | Rathbones Group PLC | 168,449 | $12.21M | 0.1% | +3.3% | 0.107% | |
5/13/2025 | HighTower Advisors LLC | 1,039,529 | $75.32M | 0.1% | +5.4% | 0.663% | |
5/12/2025 | AGF Management Ltd. | 121,113 | $8.78M | 0.0% | -2.2% | 0.077% | |
5/12/2025 | Meridian Wealth Management LLC | 47,612 | $3.45M | 0.2% | +2.0% | 0.030% | |
5/12/2025 | Atlas Capital Advisors Inc. | 108,854 | $7.89M | 1.0% | -7.4% | 0.069% | |
5/12/2025 | Private Wealth Advisors LLC | 103,436 | $7.50M | 2.7% | +3.6% | 0.066% | |