5/23/2025 | SWAN Capital LLC | 67,974 | $11.61M | 5.4% | -7.4% | 0.115% | |
5/22/2025 | BOS Asset Management LLC | 6,901 | $1.18M | 0.4% | -10.7% | 0.012% | |
5/21/2025 | Beacon Capital Management Inc. | 264,905 | $47.37M | 2.4% | -73.4% | 0.448% | |
5/21/2025 | McAdam LLC | 3,540 | $605K | 0.0% | -10.9% | 0.006% | |
5/21/2025 | Geneos Wealth Management Inc. | 9,215 | $1.57M | 0.1% | +0.9% | 0.016% | |
5/20/2025 | Belpointe Asset Management LLC | 2,179 | $372K | 0.0% | N/A | 0.004% | |
5/20/2025 | Focus Partners Wealth | 9,995 | $1.71M | 0.0% | -3.1% | 0.017% | |
5/20/2025 | Integrity Alliance LLC. | 3,778 | $645K | 0.0% | N/A | 0.006% | |
5/20/2025 | Anchor Investment Management LLC | 5,796 | $990K | 0.1% | +2.4% | 0.010% | |
5/19/2025 | Jane Street Group LLC | 1,400 | $239K | 0.0% | -62.8% | 0.002% | |
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5/19/2025 | SageView Advisory Group LLC | 2,150 | $367K | 0.0% | N/A | 0.004% | |
5/16/2025 | Coppell Advisory Solutions LLC | 1,277 | $219K | 0.0% | -6.0% | 0.002% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 2,761 | $472K | 0.0% | -11.4% | 0.005% | |
5/16/2025 | Goldman Sachs Group Inc. | 52,636 | $8.99M | 0.0% | -7.7% | 0.089% | |
5/16/2025 | Jones Financial Companies Lllp | 12,188 | $2.08M | 0.0% | +34.1% | 0.021% | |
5/16/2025 | Unconventional Investor LLC | 83,273 | $14.22M | 8.4% | -0.6% | 0.141% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 13,768 | $2.35M | 0.6% | +2.4% | 0.023% | |
5/16/2025 | National Wealth Management Group LLC | 3,716 | $635K | 0.4% | -8.1% | 0.006% | |
5/16/2025 | Integrated Wealth Concepts LLC | 16,722 | $2.86M | 0.0% | -28.6% | 0.028% | |
5/16/2025 | Greenline Partners LLC | 35,172 | $6.01M | 0.9% | -7.6% | 0.059% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 77,781 | $13.29M | 0.1% | -14.5% | 0.132% | |
5/15/2025 | EP Wealth Advisors LLC | 4,180 | $714K | 0.0% | -10.7% | 0.007% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 1,738 | $297K | 0.0% | +34.7% | 0.003% | |
5/15/2025 | Royal Bank of Canada | 190,248 | $32.50M | 0.0% | -7.5% | 0.322% | |
5/15/2025 | Calton & Associates Inc. | 4,288 | $732K | 0.2% | N/A | 0.007% | |
5/15/2025 | Safe Harbor Fiduciary LLC | 146 | $25K | 0.0% | N/A | 0.000% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 1,467 | $251K | 0.1% | -18.0% | 0.002% | |
5/15/2025 | Beck Bode LLC | 7,141 | $1.22M | 0.2% | -43.2% | 0.012% | |
5/14/2025 | CreativeOne Wealth LLC | 1,369 | $234K | 0.0% | -4.5% | 0.002% | |
5/14/2025 | Comerica Bank | 4,875 | $833K | 0.0% | -8.8% | 0.008% | |
5/14/2025 | Apexium Financial LP | 2,397 | $409K | 0.0% | +8.3% | 0.004% | |
5/14/2025 | Freedom Investment Management Inc. | 28,557 | $4.88M | 0.4% | -10.2% | 0.048% | |
5/14/2025 | Caitlin John LLC | 1,931 | $330K | 0.3% | -44.4% | 0.003% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 611,050 | $104.37M | 0.1% | +8.2% | 1.033% | |
5/14/2025 | Trinity Legacy Partners LLC | 7,632 | $1.31M | 0.3% | +1.7% | 0.013% | |
5/14/2025 | Ariston Services Group | 16,614 | $2.84M | 2.4% | +0.6% | 0.028% | |
5/14/2025 | Sax Wealth Advisors LLC | 6,447 | $1.10M | 0.1% | +5.9% | 0.011% | |
5/14/2025 | Kestra Advisory Services LLC | 13,917 | $2.38M | 0.0% | -55.6% | 0.024% | |
5/14/2025 | Compound Planning Inc. | 2,286 | $390K | 0.0% | -7.2% | 0.004% | |
5/14/2025 | Ameriprise Financial Inc. | 263,041 | $44.94M | 0.0% | +18.0% | 0.445% | |
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5/14/2025 | Guidance Point Advisors LLC | 9,780 | $1.67M | 0.5% | +1.4% | 0.017% | |
5/14/2025 | CW Advisors LLC | 41,706 | $7.12M | 0.1% | +291.0% | 0.071% | |
5/14/2025 | Summit Financial LLC | 7,667 | $1.31M | 0.0% | +2.7% | 0.013% | |
5/14/2025 | PGIM Custom Harvest LLC | 178,291 | $30.45M | 0.7% | +13.4% | 0.301% | |
5/14/2025 | Nan Shan Life Insurance Co. Ltd. | 103,880 | $17.74M | 0.4% | +166.4% | 0.176% | |
5/13/2025 | Raymond James Financial Inc. | 165,611 | $28.29M | 0.0% | +9.8% | 0.280% | |
5/13/2025 | Cresset Asset Management LLC | 9,679 | $1.65M | 0.0% | +1.3% | 0.016% | |
5/13/2025 | American Investment Services Inc. | 56,690 | $9.68M | 1.7% | -0.3% | 0.096% | |
5/13/2025 | Russell Investments Group Ltd. | 272 | $46K | 0.0% | +98.5% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 42,684 | $7.29M | 0.0% | +62.0% | 0.072% | |
5/12/2025 | Tranquilli Financial Advisor LLC | 32,693 | $5.58M | 3.5% | +0.8% | 0.055% | |
5/12/2025 | Strengthening Families & Communities LLC | 16,328 | $2.77M | 1.7% | +1.4% | 0.028% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 7,362 | $1.26M | 0.2% | +58.7% | 0.012% | |
5/12/2025 | Atlas Capital Advisors Inc. | 3,302 | $564K | 0.1% | -9.6% | 0.006% | |
5/12/2025 | Johnson Financial Group LLC | 1,545 | $264K | 0.0% | N/A | 0.003% | |
5/12/2025 | WBH Advisory Inc. | 14,140 | $2.42M | 0.2% | -1.4% | 0.024% | |
5/12/2025 | Flagship Wealth Advisors LLC | 4,495 | $768K | 0.3% | -17.9% | 0.008% | |
5/9/2025 | Altfest L J & Co. Inc. | 120,754 | $20.63M | 2.6% | +3.5% | 0.207% | |
5/9/2025 | McClarren Financial Advisors Inc. | 1,511 | $258K | 0.2% | -17.1% | 0.003% | |
5/9/2025 | Atria Wealth Solutions Inc. | 79,499 | $13.58M | 0.2% | -19.8% | 0.136% | |
5/9/2025 | Empower Advisory Group LLC | 380,900 | $65.06M | 0.2% | +4.6% | 0.653% | |
5/9/2025 | Cary Street Partners Financial LLC | 4,562 | $779K | 0.0% | +5.9% | 0.008% | |
5/9/2025 | Thoroughbred Financial Services LLC | 1,920 | $328K | 0.0% | -30.2% | 0.003% | |
5/9/2025 | Strategic Investment Solutions Inc. IL | 3,050 | $521K | 0.2% | +93.2% | 0.005% | |
5/9/2025 | Silver Coast Investments LLC | 2,104 | $359K | 0.1% | +23.8% | 0.004% | |
5/9/2025 | Commonwealth Equity Services LLC | 169,216 | $28.90M | 0.0% | +6.6% | 0.290% | |
5/9/2025 | Blair William & Co. IL | 41,961 | $7.17M | 0.0% | +23.3% | 0.072% | |
5/9/2025 | Heritage Trust Co | 9,772 | $1.67M | 0.2% | -13.7% | 0.017% | |
5/9/2025 | Avalon Trust Co | 1,457 | $249K | 0.0% | N/A | 0.002% | |
5/9/2025 | Delta Financial Group Inc. | 20,102 | $3.43M | 0.8% | +3.7% | 0.034% | |
5/9/2025 | PNC Financial Services Group Inc. | 64,464 | $11.01M | 0.0% | -1.6% | 0.110% | |
5/8/2025 | IFG Advisory LLC | 27,234 | $4.65M | 0.3% | +0.7% | 0.047% | |
5/8/2025 | TIAA Trust National Association | 96,441 | $16.47M | 0.1% | +2,023.8% | 0.165% | |
5/8/2025 | US Bancorp DE | 2,601 | $444K | 0.0% | -6.0% | 0.004% | |
5/8/2025 | Harbour Investments Inc. | 12,398 | $2.12M | 0.1% | +6.5% | 0.021% | |
5/8/2025 | Gunma Bank Ltd. | 25,000 | $4.27M | 1.4% | -55.8% | 0.043% | |
5/8/2025 | Banque Cantonale Vaudoise | 15,306 | $2.61M | 0.1% | N/A | 0.026% | |
5/8/2025 | FSA Advisors Inc. | 2,366 | $404K | 0.3% | N/A | 0.004% | |
5/8/2025 | Geneos Wealth Management Inc. | 18,071 | $3.09M | 0.1% | +98.0% | 0.031% | |
5/7/2025 | N.E.W. Advisory Services LLC | 943 | $161K | 0.0% | N/A | 0.002% | |
5/7/2025 | Foundations Investment Advisors LLC | 26,901 | $4.60M | 0.1% | +1.8% | 0.046% | |
5/7/2025 | Sterling Investment Advisors Ltd. | 19,775 | $3.38M | 0.8% | +10.4% | 0.034% | |
5/7/2025 | LPL Financial LLC | 617,370 | $105.45M | 0.0% | -7.5% | 1.058% | |
5/7/2025 | Angeles Wealth Management LLC | 638 | $109K | 0.0% | -37.0% | 0.001% | |
5/7/2025 | First Heartland Consultants Inc. | 7,670 | $1.31M | 0.1% | +92.2% | 0.013% | |
5/6/2025 | Assetmark Inc. | 5,014 | $856K | 0.0% | +231.8% | 0.009% | |
5/6/2025 | Cetera Investment Advisers | 218,335 | $37.29M | 0.1% | +6.9% | 0.374% | |
5/6/2025 | Avantax Advisory Services Inc. | 42,760 | $7.30M | 0.0% | -1.2% | 0.073% | |
5/6/2025 | Brookwood Investment Group LLC | 5,093 | $870K | 0.1% | N/A | 0.009% | |
5/6/2025 | Kovack Advisors Inc. | 2,491 | $426K | 0.0% | +3.4% | 0.004% | |
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5/6/2025 | AE Wealth Management LLC | 2,937 | $502K | 0.0% | +26.9% | 0.005% | |
5/6/2025 | Wedbush Securities Inc. | 1,186 | $203K | 0.0% | N/A | 0.002% | |
5/6/2025 | Advisors Preferred LLC | 1,815 | $311K | 0.0% | N/A | 0.003% | |
5/6/2025 | Vestor Capital LLC | 46,965 | $8.02M | 0.7% | -0.5% | 0.080% | |
5/6/2025 | Venturi Wealth Management LLC | 1,198 | $205K | 0.0% | N/A | 0.002% | |
5/6/2025 | Madden Advisory Services Inc. | 13,338 | $2.28M | 1.1% | +2.5% | 0.023% | |
5/6/2025 | Choreo LLC | 4,106 | $701K | 0.0% | +12.4% | 0.007% | |
5/6/2025 | Nelson Capital Management LLC | 58,326 | $9.96M | 1.7% | +2.4% | 0.100% | |
5/6/2025 | PFG Advisors | 5,130 | $876K | 0.0% | +3.6% | 0.009% | |
5/6/2025 | Ignite Planners LLC | 3,655 | $627K | 0.1% | N/A | 0.006% | |