5/21/2025 | Geneos Wealth Management Inc. | 117,345 | $4.91M | 0.2% | -7.7% | 0.066% | |
5/20/2025 | Belpointe Asset Management LLC | 15,637 | $654K | 0.0% | -44.4% | 0.009% | |
5/20/2025 | Fortis Capital Advisors LLC | 15,625 | $654K | 0.1% | +1.9% | 0.009% | |
5/20/2025 | Focus Partners Wealth | 143,574 | $6.01M | 0.0% | +1,147.4% | 0.081% | |
5/19/2025 | Advisory Alpha LLC | 971,421 | $40.55M | 1.4% | +23.2% | 0.545% | |
5/16/2025 | Prostatis Group LLC | 6,532 | $273K | 0.1% | -54.0% | 0.004% | |
5/16/2025 | Everstar Asset Management LLC | 7,252 | $303K | 0.1% | N/A | 0.004% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 17,316 | $725K | 0.0% | -45.8% | 0.010% | |
5/16/2025 | Goldman Sachs Group Inc. | 593,100 | $24.82M | 0.0% | +12.9% | 0.333% | |
5/16/2025 | Talon Private Wealth LLC | 40,918 | $1.71M | 0.2% | -19.9% | 0.023% | |
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5/16/2025 | Redwood Financial Network Corp | 48,143 | $2.02M | 1.5% | +7.7% | 0.027% | |
5/16/2025 | Pacific Center for Financial Services | 62,650 | $2.62M | 0.7% | +2.8% | 0.035% | |
5/16/2025 | NewEdge Advisors LLC | 55,366 | $2.32M | 0.0% | -6.9% | 0.031% | |
5/16/2025 | Integrated Wealth Concepts LLC | 75,587 | $3.16M | 0.0% | -23.0% | 0.042% | |
5/16/2025 | Eschler Asset Management LLP | 21,605 | $904K | 2.3% | N/A | 0.012% | |
5/16/2025 | Algorithmic Investment Models LLC | 124,460 | $5.21M | 3.8% | -10.4% | 0.070% | |
5/15/2025 | EP Wealth Advisors LLC | 64,335 | $2.69M | 0.0% | -15.9% | 0.036% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 28,741 | $1.20M | 0.0% | +165.4% | 0.016% | |
5/15/2025 | Royal Bank of Canada | 498,786 | $20.87M | 0.0% | -17.3% | 0.280% | |
5/15/2025 | Alpine Global Management LLC | 7,371 | $308K | 0.1% | -77.7% | 0.004% | |
5/15/2025 | Betterment LLC | 11,002 | $460K | 0.0% | +44.1% | 0.006% | |
5/15/2025 | MAI Capital Management | 282,434 | $11.82M | 0.1% | -12.9% | 0.159% | |
5/15/2025 | DRW Securities LLC | 143,336 | $6.00M | 0.2% | +943.5% | 0.080% | |
5/15/2025 | Evergreen Capital Management LLC | 84,011 | $3.52M | 0.1% | -6.8% | 0.047% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 425,027 | $17.79M | 0.8% | +9.6% | 0.239% | |
5/15/2025 | BNP Paribas Financial Markets | 3,611,145 | $151.13M | 0.1% | +87.4% | 2.027% | |
5/15/2025 | Beck Bode LLC | 13,595 | $569K | 0.1% | -14.2% | 0.008% | |
5/14/2025 | CreativeOne Wealth LLC | 72,868 | $3.05M | 0.1% | +29.8% | 0.041% | |
5/14/2025 | Piedmont Capital Management LLC | 44,237 | $1.85M | 1.2% | +20.8% | 0.025% | |
5/14/2025 | Warwick Investment Management Inc. | 470,065 | $19.67M | 4.1% | +0.3% | 0.264% | |
5/14/2025 | Zuckerman Investment Group LLC | 34,993 | $1.46M | 0.2% | -1.0% | 0.020% | |
5/14/2025 | Per Stirling Capital Management LLC. | 31,279 | $1.31M | 0.2% | N/A | 0.018% | |
5/14/2025 | WCG Wealth Advisors LLC | 332,487 | $13.92M | 1.1% | -13.6% | 0.187% | |
5/14/2025 | Talisman Wealth Advisors LLC | 20,817 | $871K | 0.9% | +5.8% | 0.012% | |
5/14/2025 | Full Sail Capital LLC | 215,936 | $9.04M | 0.6% | -1.5% | 0.121% | |
5/14/2025 | Comerica Bank | 45,001 | $1.88M | 0.0% | +6.4% | 0.025% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 181,807 | $7.61M | 0.0% | +6.4% | 0.102% | |
5/14/2025 | Tandem Wealth Advisors LLC | 8,905 | $373K | 0.2% | +25.4% | 0.005% | |
5/14/2025 | Freedom Investment Management Inc. | 18,722 | $784K | 0.1% | -9.7% | 0.011% | |
5/14/2025 | SVB Wealth LLC | 3,392 | $142K | 0.0% | N/A | 0.002% | |
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5/14/2025 | Caitlin John LLC | 6,925 | $290K | 0.3% | -37.5% | 0.004% | |
5/14/2025 | Kestra Advisory Services LLC | 29,629 | $1.24M | 0.0% | +7.3% | 0.017% | |
5/14/2025 | 1832 Asset Management L.P. | 187,665 | $7.85M | 0.0% | N/A | 0.105% | |
5/14/2025 | Compound Planning Inc. | 67,054 | $2.81M | 0.1% | +31.8% | 0.038% | |
5/14/2025 | Ameriprise Financial Inc. | 1,340,000 | $56.07M | 0.0% | +105.7% | 0.752% | |
5/14/2025 | Bragg Financial Advisors Inc | 6,590 | $276K | 0.0% | -15.2% | 0.004% | |
5/14/2025 | CW Advisors LLC | 937,989 | $39.26M | 0.5% | +1.7% | 0.527% | |
5/14/2025 | Summit Financial LLC | 79,386 | $3.32M | 0.1% | +262.0% | 0.045% | |
5/14/2025 | Estate Counselors LLC | 212,958 | $8.91M | 0.9% | +0.8% | 0.120% | |
5/14/2025 | United Asset Strategies Inc. | 8,773 | $367K | 0.0% | -21.1% | 0.005% | |
5/14/2025 | PGIM Custom Harvest LLC | 686,521 | $28.73M | 0.7% | +12.9% | 0.385% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 9,426 | $394K | 0.2% | +25.7% | 0.005% | |
5/14/2025 | Banco BTG Pactual S.A. | 42,648 | $1.79M | 0.4% | -44.7% | 0.024% | |
5/14/2025 | Capital Analysts LLC | 2,281 | $95K | 0.0% | -12.8% | 0.001% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 6,786 | $283K | 0.0% | N/A | 0.004% | |
5/13/2025 | Aptus Capital Advisors LLC | 78,934 | $3.30M | 0.0% | -20.6% | 0.044% | |
5/13/2025 | Freestone Capital Holdings LLC | 226,910 | $9.50M | 0.4% | -2.7% | 0.127% | |
5/13/2025 | 17 Capital Partners LLC | 12,747 | $533K | 0.3% | +18.7% | 0.007% | |
5/13/2025 | CacheTech Inc. | 180,060 | $7.54M | 1.5% | +34.3% | 0.101% | |
5/13/2025 | Cascade Financial Partners LLC | 20,147 | $843K | 0.1% | -18.5% | 0.011% | |
5/13/2025 | Adams Wealth Management | 180,060 | $7.54M | 1.5% | +34.3% | 0.101% | |
5/13/2025 | Raymond James Financial Inc. | 1,156,095 | $48.38M | 0.0% | -7.8% | 0.649% | |
5/13/2025 | Menora Mivtachim Holdings LTD. | 959,400 | $40.15M | 0.3% | N/A | 0.539% | |
5/13/2025 | Cresset Asset Management LLC | 16,255 | $680K | 0.0% | -44.7% | 0.009% | |
5/13/2025 | Horizon Investments LLC | 10,202 | $427K | 0.0% | -49.9% | 0.006% | |
5/13/2025 | Seaview Investment Managers LLC | 32,244 | $1.35M | 0.4% | -8.0% | 0.018% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 29,346 | $1.23M | 0.0% | -10.9% | 0.016% | |
5/13/2025 | Iyo Bank Ltd. | 23,696 | $992K | 0.3% | N/A | 0.013% | |
5/13/2025 | HighTower Advisors LLC | 464,063 | $19.42M | 0.0% | +0.2% | 0.260% | |
5/12/2025 | AGF Management Ltd. | 464,364 | $19.43M | 0.1% | -2.6% | 0.267% | |
5/12/2025 | Trust Asset Management LLC | 295,390 | $12.36M | 1.0% | +0.4% | 0.170% | |
5/12/2025 | Aveo Capital Partners LLC | 13,405 | $557K | 0.1% | -5.6% | 0.008% | |
5/12/2025 | Astor Investment Management LLC | 211,321 | $8.84M | 4.7% | +10.6% | 0.121% | |
5/12/2025 | Atlas Capital Advisors Inc. | 11,977 | $501K | 0.1% | +96.4% | 0.007% | |
5/12/2025 | Sierra Summit Advisors LLC | 18,438 | $772K | 0.2% | +3.6% | 0.011% | |
5/12/2025 | Benjamin Edwards Inc. | 29,461 | $1.23M | 0.0% | -39.3% | 0.017% | |
5/12/2025 | Private Wealth Advisors LLC | 98,877 | $4.14M | 1.5% | +0.5% | 0.057% | |
5/12/2025 | Founders Financial Alliance LLC | 3,478 | $146K | 0.0% | +2,143.9% | 0.002% | |
5/12/2025 | National Bank of Canada FI | 4,527 | $189K | 0.0% | +344.3% | 0.003% | |
5/12/2025 | Hirtle Callaghan & Co LLC | 13,787 | $577K | 0.0% | -1.7% | 0.008% | |
5/12/2025 | Wambolt & Associates LLC | 8,909 | $373K | 0.1% | -2.9% | 0.005% | |
5/12/2025 | WBH Advisory Inc. | 54,406 | $2.28M | 0.2% | -2.7% | 0.031% | |
5/12/2025 | Flagship Wealth Advisors LLC | 2,657 | $111K | 0.0% | -45.0% | 0.002% | |
5/12/2025 | Evernest Financial Advisors LLC | 5,180 | $217K | 0.1% | N/A | 0.003% | |
5/9/2025 | Headlands Technologies LLC | 2,550 | $107K | 0.0% | +15.9% | 0.001% | |
5/9/2025 | Citizens Financial Group Inc. RI | 101,850 | $4.26M | 0.1% | -11.0% | 0.059% | |
5/9/2025 | Cornerstone Advisors LLC | 688,900 | $28.83M | 1.2% | -0.4% | 0.396% | |
5/9/2025 | WealthShield Partners LLC | 12,383 | $518K | 0.1% | -39.7% | 0.007% | |
5/9/2025 | Legacy Capital Group California Inc. | 49,374 | $2.07M | 0.7% | +10.1% | 0.028% | |
5/9/2025 | Wealthspire Advisors LLC | 17,737 | $742K | 0.0% | -42.0% | 0.010% | |
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5/9/2025 | Associated Banc Corp | 24,835 | $1.04M | 0.0% | +2.1% | 0.014% | |
5/9/2025 | Atria Wealth Solutions Inc. | 75,713 | $3.17M | 0.0% | +0.8% | 0.044% | |
5/9/2025 | Blair William & Co. IL | 34,057 | $1.43M | 0.0% | +14.0% | 0.020% | |
5/9/2025 | Cheviot Value Management LLC | 900 | $38K | 0.0% | N/A | 0.001% | |
5/9/2025 | Bank of Nova Scotia | 26,990 | $1.13M | 0.0% | -6.1% | 0.016% | |
5/9/2025 | Banco Santander S.A. | 15,663 | $655K | 0.0% | +15.1% | 0.009% | |
5/9/2025 | PNC Financial Services Group Inc. | 159,262 | $6.67M | 0.0% | -6.2% | 0.092% | |
5/8/2025 | IFG Advisory LLC | 15,111 | $632K | 0.0% | +7.8% | 0.009% | |
5/8/2025 | TIAA Trust National Association | 13,957 | $584K | 0.0% | -10.7% | 0.008% | |
5/8/2025 | Baker Avenue Asset Management LP | 114,256 | $4.78M | 0.1% | -32.1% | 0.066% | |