7/14/2025 | MFA Wealth Advisors LLC | 22,241 | $544K | 0.1% | -6.2% | 0.025% | |
7/14/2025 | Clear Harbor Asset Management LLC | 33,535 | $820K | 0.1% | -5.6% | 0.038% | |
7/14/2025 | Park Avenue Securities LLC | 160,647 | $3.93M | 0.0% | N/A | 0.183% | |
7/11/2025 | Farther Finance Advisors LLC | 14,486 | $354K | 0.0% | -6.0% | 0.017% | |
7/11/2025 | Silver Oak Securities Incorporated | 23,410 | $572K | 0.0% | -4.3% | 0.027% | |
7/11/2025 | Windsor Capital Management LLC | 333,082 | $8.14M | 2.4% | -0.3% | 0.381% | |
7/11/2025 | Diversified Trust Co | 15,372 | $376K | 0.0% | N/A | 0.018% | |
7/11/2025 | Matthew Goff Investment Advisor LLC | 433,695 | $10.60M | 2.0% | -32.5% | 0.496% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 171,968 | $4.21M | 0.0% | -8.7% | 0.197% | |
7/10/2025 | SK Wealth Management LLC | 24,563 | $603K | 0.3% | -4.8% | 0.028% | |
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7/9/2025 | WealthCare Investment Partners LLC | 56,461 | $1.38M | 0.5% | -10.5% | 0.065% | |
7/8/2025 | First National Corp MA ADV | 114,306 | $2.80M | 0.6% | +10.4% | 0.131% | |
7/8/2025 | Atwood & Palmer Inc. | 1,895 | $46K | 0.0% | -43.8% | 0.002% | |
7/8/2025 | Goldstone Financial Group LLC | 74,809 | $1.83M | 0.2% | +10.4% | 0.086% | |
6/3/2025 | Invst LLC | 20,238 | $491K | 0.1% | -3.8% | 0.024% | |
5/28/2025 | Addison Capital Co | 90,596 | $2.20M | 0.9% | +6.0% | 0.107% | |
5/27/2025 | Advisors Capital Management LLC | 1,111,634 | $26.95M | 0.4% | +8.6% | 1.309% | |
5/21/2025 | Geneos Wealth Management Inc. | 11,388 | $276K | 0.0% | +6.8% | 0.013% | |
5/20/2025 | Integrity Alliance LLC. | 220,070 | $5.34M | 0.2% | N/A | 0.259% | |
5/19/2025 | Jane Street Group LLC | 16,514 | $400K | 0.0% | -87.3% | 0.019% | |
5/19/2025 | Advisory Alpha LLC | 292,033 | $7.06M | 0.2% | -86.5% | 0.344% | |
5/19/2025 | Alaethes Wealth LLC | 13,402 | $325K | 0.1% | N/A | 0.016% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 375,485 | $9.10M | 0.3% | -5.4% | 0.442% | |
5/16/2025 | Goldman Sachs Group Inc. | 83,344 | $2.02M | 0.0% | -9.1% | 0.096% | |
5/16/2025 | Jones Financial Companies Lllp | 112,342 | $2.72M | 0.0% | +290.8% | 0.132% | |
5/16/2025 | Redwood Financial Network Corp | 12,236 | $297K | 0.2% | -8.8% | 0.014% | |
5/16/2025 | NewEdge Advisors LLC | 16,791 | $407K | 0.0% | +18.6% | 0.020% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 54,903 | $1.33M | 0.0% | -7.0% | 0.065% | |
5/15/2025 | Royal Bank of Canada | 530,324 | $12.86M | 0.0% | -34.6% | 0.625% | |
5/15/2025 | MAI Capital Management | 358,058 | $8.68M | 0.1% | +1.9% | 0.422% | |
5/15/2025 | Baird Financial Group Inc. | 375,686 | $9.11M | 0.0% | -1.6% | 0.443% | |
5/15/2025 | Activest Wealth Management | 52,292 | $1.27M | 0.3% | -12.8% | 0.062% | |
5/14/2025 | Comerica Bank | 57,000 | $1.38M | 0.0% | -25.5% | 0.067% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 168,240 | $4.08M | 1.2% | +13.3% | 0.198% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 122,384 | $2.97M | 0.0% | +16.2% | 0.144% | |
5/14/2025 | Kestra Advisory Services LLC | 43,347 | $1.05M | 0.0% | -35.8% | 0.051% | |
5/14/2025 | Estate Counselors LLC | 378,990 | $9.19M | 1.0% | +12.8% | 0.446% | |
5/14/2025 | Venture Visionary Partners LLC | 19,707 | $478K | 0.0% | -50.0% | 0.023% | |
5/13/2025 | Raymond James Financial Inc. | 459,094 | $11.13M | 0.0% | +18.5% | 0.541% | |
5/13/2025 | Boston Family Office LLC | 233,293 | $5.66M | 0.4% | +2.1% | 0.275% | |
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5/13/2025 | Howard Wealth Management LLC | 73,085 | $1.77M | 1.0% | +10.8% | 0.086% | |
5/13/2025 | FCA Corp TX | 181,137 | $4.39M | 1.4% | -0.5% | 0.213% | |
5/13/2025 | Klingman & Associates LLC | 24,774 | $601K | 0.0% | -5.0% | 0.029% | |
5/13/2025 | HighTower Advisors LLC | 1,020,941 | $24.75M | 0.0% | +7.1% | 1.203% | |
5/12/2025 | Meridian Wealth Management LLC | 240,970 | $5.84M | 0.3% | +5.5% | 0.284% | |
5/12/2025 | Cooper Financial Group | 17,543 | $425K | 0.1% | -16.4% | 0.021% | |
5/12/2025 | Invesco Ltd. | 265,003 | $6.42M | 0.0% | +1.0% | 0.312% | |
5/12/2025 | AFT Forsyth & Company Inc. | 18,164 | $440K | 0.2% | -16.4% | 0.021% | |
5/12/2025 | Benjamin Edwards Inc. | 582,760 | $14.13M | 0.2% | +3.3% | 0.686% | |
5/12/2025 | AlphaCore Capital LLC | 32,202 | $781K | 0.1% | N/A | 0.038% | |
5/12/2025 | Ironwood Investment Counsel LLC | 17,051 | $413K | 0.1% | -51.9% | 0.020% | |
5/9/2025 | 1834 Investment Advisors Co. | 18,606 | $451K | 0.1% | -26.1% | 0.022% | |
5/9/2025 | Evolution Wealth Advisors LLC | 450,915 | $10.93M | 1.8% | -2.1% | 0.543% | |
5/9/2025 | MGB Wealth Management LLC | 19,059 | $462K | 0.2% | +134.6% | 0.023% | |
5/9/2025 | Endowment Wealth Management Inc. | 11,689 | $283K | 0.2% | +5.1% | 0.014% | |
5/9/2025 | Ranch Capital Advisors Inc. | 76,133 | $1.85M | 0.9% | -2.5% | 0.092% | |
5/9/2025 | Atria Wealth Solutions Inc. | 29,872 | $724K | 0.0% | +15.4% | 0.036% | |
5/9/2025 | Blair William & Co. IL | 6,485 | $157K | 0.0% | -12.6% | 0.008% | |
5/9/2025 | Beta Wealth Group Inc. | 87,425 | $2.12M | 0.8% | +77.2% | 0.105% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,367 | $33K | 0.0% | -71.5% | 0.002% | |
5/8/2025 | Harbour Investments Inc. | 4,490 | $109K | 0.0% | +58.2% | 0.005% | |
5/8/2025 | RVW Wealth LLC | 11,314 | $274K | 0.0% | -6.3% | 0.014% | |
5/8/2025 | Dearborn Partners LLC | 81,829 | $1.98M | 0.1% | -3.3% | 0.098% | |
5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 17,404 | $422K | 0.0% | -13.3% | 0.021% | |
5/7/2025 | LPL Financial LLC | 2,271,805 | $55.07M | 0.0% | +8.3% | 2.734% | |
5/6/2025 | Cetera Investment Advisers | 156,662 | $3.80M | 0.0% | -3.9% | 0.189% | |
5/6/2025 | Avantax Advisory Services Inc. | 24,762 | $600K | 0.0% | -4.7% | 0.030% | |
5/6/2025 | Jackson Hole Capital Partners LLC | 71,928 | $1.74M | 0.3% | -5.6% | 0.087% | |
5/6/2025 | Kovack Advisors Inc. | 12,619 | $306K | 0.0% | +12.3% | 0.015% | |
5/6/2025 | Pinnacle Associates Ltd. | 37,602 | $911K | 0.0% | -8.0% | 0.045% | |
5/6/2025 | J. W. Coons Advisors LLC | 33,900 | $822K | 0.2% | -1.7% | 0.041% | |
5/6/2025 | Advisors Preferred LLC | 23,682 | $574K | 0.1% | N/A | 0.028% | |
5/5/2025 | IFP Advisors Inc | 62,578 | $1.52M | 0.0% | +5.9% | 0.075% | |
5/5/2025 | Kestra Private Wealth Services LLC | 68,994 | $1.67M | 0.0% | -3.5% | 0.083% | |
5/5/2025 | Private Advisor Group LLC | 155,145 | $3.76M | 0.0% | +3.3% | 0.187% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 400,000 | $9.70M | 0.1% | N/A | 0.481% | |
5/2/2025 | SeaBridge Investment Advisors LLC | 216,229 | $5.24M | 1.1% | +19.2% | 0.260% | |
5/2/2025 | Segall Bryant & Hamill LLC | 20,795 | $504K | 0.0% | -5.1% | 0.025% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 39,798 | $964K | 0.0% | -1.4% | 0.048% | |
5/2/2025 | Whittier Trust Co. | 173,637 | $4.21M | 0.1% | +0.5% | 0.209% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 36,605 | $887K | 0.2% | +42.0% | 0.044% | |
5/1/2025 | Key Financial Inc | 2,111 | $51K | 0.0% | -37.4% | 0.003% | |
5/1/2025 | CWM LLC | 59,345 | $1.44M | 0.0% | +17.1% | 0.071% | |
5/1/2025 | Stephens Inc. AR | 1,378,091 | $33.41M | 0.5% | -3.8% | 1.658% | |
5/1/2025 | Diversify Wealth Management LLC | 17,748 | $425K | 0.0% | +4.3% | 0.021% | |
4/30/2025 | Principal Securities Inc. | 171,943 | $4.16M | 0.1% | +0.3% | 0.207% | |
4/30/2025 | AlphaStar Capital Management LLC | 216,741 | $5.25M | 0.6% | +99.1% | 0.261% | |
4/30/2025 | NTV Asset Management LLC | 81,915 | $1.99M | 0.3% | -1.7% | 0.099% | |
4/29/2025 | Financial Counselors Inc. | 46,658 | $1.13M | 0.0% | +2.8% | 0.056% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,310,237 | $31.76M | 0.0% | +13.3% | 1.577% | |
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4/29/2025 | Bank of New York Mellon Corp | 24,989 | $606K | 0.0% | +3.8% | 0.030% | |
4/29/2025 | Capital Investment Advisory Services LLC | 45,480 | $1.10M | 0.1% | +7.3% | 0.055% | |
4/29/2025 | Aurora Private Wealth Inc. | 144,955 | $3.51M | 0.9% | N/A | 0.174% | |
4/28/2025 | D.A. Davidson & CO. | 43,628 | $1.06M | 0.0% | +3.1% | 0.053% | |
4/28/2025 | Spectrum Asset Management Inc. | 78,451 | $1.90M | 3.5% | -90.9% | 0.094% | |
4/28/2025 | First Horizon Advisors Inc. | 16,442 | $399K | 0.0% | -35.4% | 0.020% | |
4/28/2025 | Elmwood Wealth Management Inc. | 148,190 | $3.59M | 1.5% | -2.8% | 0.178% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 1,435 | $35K | 0.0% | N/A | 0.002% | |
4/25/2025 | New Millennium Group LLC | 121,119 | $2.94M | 1.9% | +18.2% | 0.146% | |
4/25/2025 | Ameritas Advisory Services LLC | 65,688 | $1.59M | 0.1% | +6.5% | 0.079% | |