5/6/2025 | Cetera Investment Advisers | 154,330 | $12.52M | 0.0% | +3.8% | 0.243% | |
5/6/2025 | Kovack Advisors Inc. | 5,359 | $435K | 0.0% | -12.8% | 0.008% | |
5/6/2025 | Carnegie Investment Counsel | 51,445 | $4.17M | 0.1% | -49.1% | 0.081% | |
5/6/2025 | Pinnacle Associates Ltd. | 10,026 | $813K | 0.0% | -3.4% | 0.016% | |
5/6/2025 | Garrison Bradford & Associates Inc. | 487 | $39K | 0.0% | N/A | 0.001% | |
5/6/2025 | Proficio Capital Partners LLC | 17,783 | $1.44M | 0.1% | +63.6% | 0.028% | |
5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 13,876 | $1.13M | 0.0% | +5.5% | 0.022% | |
5/6/2025 | PFG Advisors | 14,382 | $1.17M | 0.1% | -28.3% | 0.023% | |
5/5/2025 | Wealth Alliance LLC | 3,447 | $280K | 0.0% | -15.6% | 0.005% | |
5/5/2025 | Sargent Investment Group LLC | 4,130 | $335K | 0.1% | -7.6% | 0.007% | |
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5/5/2025 | J.W. Cole Advisors Inc. | 36,007 | $2.92M | 0.1% | -3.2% | 0.057% | |
5/5/2025 | Eagle Bay Advisors LLC | 2,655 | $215K | 0.2% | -10.9% | 0.004% | |
5/5/2025 | IFP Advisors Inc | 3,182 | $258K | 0.0% | -26.3% | 0.005% | |
5/5/2025 | Covenant Asset Management LLC | 2,559 | $208K | 0.0% | -10.0% | 0.004% | |
5/5/2025 | Calton & Associates Inc. | 15,921 | $1.29M | 0.2% | +190.2% | 0.025% | |
5/5/2025 | Conservest Capital Advisors Inc. | 31,574 | $2.56M | 0.3% | -1.8% | 0.050% | |
5/5/2025 | Kestra Private Wealth Services LLC | 17,471 | $1.42M | 0.0% | -3.4% | 0.028% | |
5/5/2025 | Resurgent Financial Advisors LLC | 4,747 | $385K | 0.2% | +82.9% | 0.007% | |
5/5/2025 | Private Advisor Group LLC | 165,473 | $13.42M | 0.1% | -16.8% | 0.260% | |
5/5/2025 | Ping Capital Management Inc. | 5,700 | $462K | 0.2% | +90.0% | 0.009% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 1,050,000 | $85.16M | 1.2% | N/A | 1.653% | |
5/2/2025 | Easterly Investment Partners LLC | 23,361 | $1.90M | 0.2% | +29.3% | 0.037% | |
5/2/2025 | Kingsview Wealth Management LLC | 5,985 | $485K | 0.0% | -5.7% | 0.009% | |
5/2/2025 | Pettinga Financial Advisors LLC | 28,660 | $2.32M | 0.5% | -0.8% | 0.045% | |
5/2/2025 | SeaBridge Investment Advisors LLC | 2,626 | $213K | 0.0% | -16.5% | 0.004% | |
5/2/2025 | Bridgewater Advisors Inc. | 4,933 | $404K | 0.0% | N/A | 0.008% | |
5/2/2025 | Wealthfront Advisers LLC | 10,051 | $815K | 0.0% | -10.0% | 0.016% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 166,718 | $13.52M | 0.3% | +3.9% | 0.262% | |
5/2/2025 | Whittier Trust Co. | 327,101 | $26.53M | 0.4% | +2.0% | 0.515% | |
5/2/2025 | LJI Wealth Management LLC | 14,809 | $1.20M | 0.2% | +8.8% | 0.023% | |
5/2/2025 | Signaturefd LLC | 1,785 | $145K | 0.0% | -23.5% | 0.003% | |
5/1/2025 | Weatherly Asset Management L. P. | 157,150 | $12.75M | 1.1% | -0.5% | 0.247% | |
5/1/2025 | CWM LLC | 16,673 | $1.35M | 0.0% | +27.7% | 0.026% | |
5/1/2025 | High Note Wealth LLC | 2,892 | $235K | 0.1% | -36.9% | 0.005% | |
5/1/2025 | Mathes Company Inc. | 6,545 | $531K | 0.2% | -14.4% | 0.010% | |
5/1/2025 | Ballentine Partners LLC | 17,771 | $1.44M | 0.0% | N/A | 0.028% | |
5/1/2025 | American Financial Advisors LLC | 47,427 | $3.85M | 0.6% | -1.7% | 0.075% | |
5/1/2025 | Park Square Financial Group LLC | 786 | $64K | 0.1% | -27.3% | 0.001% | |
4/30/2025 | Cerity Partners LLC | 18,605 | $1.51M | 0.0% | +5.8% | 0.029% | |
4/30/2025 | Banque Pictet & Cie SA | 34,016 | $2.76M | 0.0% | -57.4% | 0.054% | |
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4/30/2025 | Wealth Advisory Solutions LLC | 9,701 | $787K | 0.2% | +8.6% | 0.015% | |
4/30/2025 | M&T Bank Corp | 5,505 | $446K | 0.0% | -42.5% | 0.009% | |
4/30/2025 | Stratos Wealth Partners LTD. | 4,172 | $338K | 0.0% | -46.3% | 0.007% | |
4/30/2025 | Brown Advisory Inc. | 291,801 | $23.67M | 0.0% | -11.1% | 0.459% | |
4/30/2025 | Sharper & Granite LLC | 13,883 | $1.13M | 0.5% | +15.2% | 0.022% | |
4/30/2025 | Alpha Cubed Investments LLC | 2,690 | $218K | 0.0% | -53.8% | 0.004% | |
4/30/2025 | Interchange Capital Partners LLC | 2,672 | $217K | 0.1% | N/A | 0.004% | |
4/29/2025 | Envestnet Asset Management Inc. | 118,764 | $9.63M | 0.0% | -11.9% | 0.187% | |
4/29/2025 | Tradewinds LLC. | 3,146 | $255K | 0.1% | -45.1% | 0.005% | |
4/29/2025 | Compass Wealth Management LLC | 635 | $51K | 0.0% | +46.0% | 0.001% | |
4/29/2025 | Viewpoint Capital Management LLC | 7,000 | $568K | 0.3% | +250.0% | 0.011% | |
4/29/2025 | NORTHSTAR ASSET MANAGEMENT Co LLC | 6,325 | $513K | 0.1% | -13.4% | 0.010% | |
4/29/2025 | Concurrent Investment Advisors LLC | 8,504 | $690K | 0.0% | +3.7% | 0.013% | |
4/29/2025 | Macroview Investment Management LLC | 2,862 | $232K | 0.2% | -70.4% | 0.005% | |
4/29/2025 | Bank of New York Mellon Corp | 4,080 | $331K | 0.0% | -8.1% | 0.006% | |
4/29/2025 | World Investment Advisors | 8,264 | $670K | 0.0% | -2.3% | 0.013% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 600,000 | $48.66M | 0.6% | N/A | 0.944% | |
4/28/2025 | D.A. Davidson & CO. | 10,089 | $818K | 0.0% | -1.8% | 0.016% | |
4/28/2025 | Mutual Advisors LLC | 16,298 | $1.31M | 0.0% | -3.7% | 0.026% | |
4/28/2025 | Private Trust Co. NA | 2,834 | $230K | 0.0% | +7.0% | 0.004% | |
4/28/2025 | Summit Trail Advisors LLC | 12,737 | $1.03M | 0.0% | +30.0% | 0.020% | |
4/28/2025 | Vontobel Holding Ltd. | 20,954 | $1.70M | 0.0% | +204.0% | 0.033% | |
4/25/2025 | J.Safra Asset Management Corp | 308,731 | $25.04M | 2.1% | +5.5% | 0.486% | |
4/25/2025 | Valley National Advisers Inc. | 15,363 | $1.25M | 0.2% | -7.4% | 0.024% | |
4/25/2025 | Essex Financial Services Inc. | 2,566 | $208K | 0.0% | N/A | 0.004% | |
4/25/2025 | McGuire Investment Group LLC | 118,920 | $9.64M | 1.4% | -36.5% | 0.187% | |
4/25/2025 | K.J. Harrison & Partners Inc | 5,800 | $470K | 0.1% | -75.6% | 0.009% | |
4/25/2025 | Sicart Associates LLC | 5,103 | $414K | 0.1% | -3.8% | 0.008% | |
4/24/2025 | CWC Advisors LLC. | 5,367 | $435K | 0.2% | +55.7% | 0.008% | |
4/24/2025 | Crescent Grove Advisors LLC | 84,115 | $6.82M | 0.7% | -8.2% | 0.132% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 141,601 | $11.48M | 0.0% | -8.2% | 0.223% | |
4/24/2025 | Highland Capital Management LLC | 24,930 | $2.02M | 0.1% | -2.3% | 0.039% | |
4/24/2025 | Oakworth Capital Inc. | 4,229 | $343K | 0.0% | -25.7% | 0.007% | |
4/24/2025 | Transcend Capital Advisors LLC | 48,553 | $3.94M | 0.3% | -1.6% | 0.076% | |
4/23/2025 | GenTrust LLC | 189,672 | $15.38M | 0.7% | +0.1% | 0.299% | |
4/23/2025 | Sequoia Financial Advisors LLC | 3,282 | $266K | 0.0% | -12.5% | 0.005% | |
4/23/2025 | SOL Capital Management CO | 30,042 | $2.44M | 0.3% | -2.7% | 0.047% | |
4/23/2025 | Perigon Wealth Management LLC | 4,810 | $390K | 0.0% | +6.7% | 0.008% | |
4/23/2025 | HBK Sorce Advisory LLC | 5,792 | $470K | 0.0% | +29.2% | 0.009% | |
4/23/2025 | Golden State Wealth Management LLC | 638 | $52K | 0.0% | +100.0% | 0.001% | |
4/23/2025 | Bessemer Group Inc. | 1,432,066 | $116.14M | 0.2% | +4.0% | 2.254% | |
4/23/2025 | Spire Wealth Management | 17,509 | $1.42M | 0.0% | +1.6% | 0.028% | |
4/23/2025 | Mission Hills Financial Advisory LLC | 36,352 | $2.95M | 2.0% | +0.7% | 0.057% | |
4/23/2025 | Econ Financial Services Corp | 25,434 | $2.06M | 1.1% | +17.7% | 0.040% | |
4/23/2025 | Sava Infond d.o.o. | 2,550 | $207K | 0.0% | -72.5% | 0.004% | |
4/23/2025 | Embree Financial Group | 4,314 | $350K | 0.1% | +23.3% | 0.007% | |
4/23/2025 | Oppenheimer & Co. Inc. | 69,516 | $5.64M | 0.1% | -8.4% | 0.109% | |
4/23/2025 | Continuum Advisory LLC | 945 | $77K | 0.0% | -40.0% | 0.001% | |
4/22/2025 | Pursue Wealth Partners LLC | 10,948 | $888K | 0.5% | -26.0% | 0.017% | |
4/22/2025 | Flagship Harbor Advisors LLC | 17,656 | $1.43M | 0.1% | -2.9% | 0.028% | |
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4/22/2025 | Prairie Wealth Advisors Inc. | 3,391 | $275K | 0.1% | -19.7% | 0.005% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 59,542 | $4.83M | 0.0% | -9.0% | 0.094% | |
4/22/2025 | Hillcrest Wealth Advisors NY LLC | 21,673 | $1.76M | 0.9% | +50.9% | 0.034% | |
4/22/2025 | Masso Torrence Wealth Management Inc. | 33,437 | $2.71M | 1.4% | +23.8% | 0.053% | |
4/22/2025 | Sivik Global Healthcare LLC | 250,000 | $20.28M | 11.0% | +25.0% | 0.394% | |
4/22/2025 | Canton Hathaway LLC | 8,845 | $717K | 0.1% | -48.8% | 0.014% | |
4/22/2025 | Petra Financial Advisors Inc. | 7,377 | $598K | 0.5% | -13.6% | 0.012% | |
4/22/2025 | Denver Wealth Management Inc. | 17,096 | $1.39M | 0.6% | +17.0% | 0.027% | |
4/22/2025 | PFG Investments LLC | 14,699 | $1.19M | 0.1% | -4.2% | 0.023% | |
4/22/2025 | Advisor Resource Council | 5,217 | $423K | 0.0% | N/A | 0.008% | |