8/14/2025 | NewEdge Advisors LLC | 15,659 | $759K | 0.0% | +6.2% | 0.186% | |
8/14/2025 | Qube Research & Technologies Ltd | 1,412 | $68K | 0.0% | -14.3% | 0.017% | |
8/14/2025 | Cerity Partners LLC | 16,031 | $781K | 0.0% | N/A | 0.191% | |
8/13/2025 | Flow Traders U.S. LLC | 13,048 | $632K | 0.0% | N/A | 0.155% | |
8/13/2025 | IAG Wealth Partners LLC | 17,412 | $844K | 0.1% | -44.8% | 0.207% | |
8/13/2025 | WCG Wealth Advisors LLC | 26,885 | $1.30M | 0.1% | -3.1% | 0.320% | |
8/13/2025 | Beacon Pointe Advisors LLC | 37,704 | $1.83M | 0.0% | +5.7% | 0.449% | |
8/13/2025 | Lido Advisors LLC | 18,270 | $885K | 0.0% | -19.3% | 0.218% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 25,369 | $1.23M | 0.0% | -14.9% | 0.302% | |
8/12/2025 | JPMorgan Chase & Co. | 33,939 | $1.64M | 0.0% | -18.0% | 0.404% | |
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8/8/2025 | Cetera Investment Advisers | 81,032 | $3.93M | 0.0% | -17.4% | 0.965% | |
8/8/2025 | WealthShield Partners LLC | 16,299 | $790K | 0.1% | -15.0% | 0.194% | |
8/8/2025 | PNC Financial Services Group Inc. | 39,789 | $1.93M | 0.0% | -11.6% | 0.474% | |
8/7/2025 | CENTRAL TRUST Co | 10,207 | $495K | 0.0% | +19.6% | 0.122% | |
8/6/2025 | Ipsen Advisor Group LLC | 4,542 | $220K | 0.2% | -4.9% | 0.054% | |
8/5/2025 | Bank of New York Mellon Corp | 382,679 | $18.54M | 0.0% | +7.2% | 4.556% | |
8/5/2025 | TIAA Trust National Association | 498,599 | $24.16M | 0.1% | -17.3% | 5.936% | |
7/31/2025 | AlTi Global Inc. | 157,208 | $7.62M | 0.2% | -36.5% | 1.872% | |
7/30/2025 | Fingerlakes Wealth Management Inc. | 8,757 | $424K | 0.3% | +19.3% | 0.104% | |
7/29/2025 | Stratos Wealth Partners LTD. | 5,030 | $244K | 0.0% | N/A | 0.060% | |
7/29/2025 | Harbor Asset Planning Inc. | 2,058 | $100K | 0.1% | N/A | 0.025% | |
7/28/2025 | Revolve Wealth Partners LLC | 24,482 | $1.19M | 0.2% | +3.1% | 0.291% | |
7/25/2025 | Atria Wealth Solutions Inc. | 7,745 | $380K | 0.0% | -13.4% | 0.092% | |
7/25/2025 | CWM LLC | 8,001 | $388K | 0.0% | +119.7% | 0.095% | |
7/24/2025 | rebel Financial LLC | 22,010 | $1.07M | 0.5% | N/A | 0.262% | |
7/24/2025 | Blair William & Co. IL | 913 | $44K | 0.0% | -21.0% | 0.011% | |
7/23/2025 | High Note Wealth LLC | 16,775 | $813K | 0.2% | -2.6% | 0.200% | |
7/22/2025 | Petros Family Wealth LLC | 8,056 | $390K | 0.4% | N/A | 0.096% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 4,348 | $211K | 0.0% | N/A | 0.052% | |
7/21/2025 | Ameritas Advisory Services LLC | 94,703 | $4.59M | 0.2% | -12.1% | 1.127% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,138 | $297K | 0.0% | +17.2% | 0.073% | |
7/18/2025 | SOA Wealth Advisors LLC. | 7,723 | $374K | 0.0% | -48.8% | 0.092% | |
7/18/2025 | MJT & Associates Financial Advisory Group Inc. | 1,071 | $52K | 0.1% | -29.6% | 0.013% | |
7/18/2025 | Institute for Wealth Management LLC. | 11,951 | $579K | 0.1% | +39.9% | 0.142% | |
7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 1,071 | $52K | 0.1% | -29.6% | 0.013% | |
7/16/2025 | Falcon Wealth Planning | 4,328 | $210K | 0.0% | N/A | 0.052% | |
7/16/2025 | Evergreen Private Wealth LLC | 7,297 | $354K | 0.1% | -15.4% | 0.087% | |
7/16/2025 | CX Institutional | 4,751 | $230K | 0.0% | -5.9% | 0.057% | |
7/15/2025 | McAdam LLC | 4,750 | $230K | 0.0% | N/A | 0.057% | |
7/15/2025 | RTD Financial Advisors Inc. | 16,291 | $789K | 0.1% | -22.5% | 0.194% | |
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7/11/2025 | CX Institutional | 4,751 | $230K | 0.0% | -5.9% | 0.057% | |
7/11/2025 | UMB Bank n.a. | 1,383 | $67K | 0.0% | -36.2% | 0.016% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 17,571 | $862K | 0.0% | +177.9% | 0.201% | |
7/10/2025 | SK Wealth Management LLC | 17,370 | $846K | 0.4% | -12.6% | 0.199% | |
7/8/2025 | Canandaigua National Bank & Trust Co. | 10,244 | $496K | 0.0% | +37.1% | 0.117% | |
5/20/2025 | Focus Partners Wealth | 6,547 | $281K | 0.0% | +8.4% | 0.074% | |
5/16/2025 | Goldman Sachs Group Inc. | 37,269 | $1.60M | 0.0% | +86.8% | 0.426% | |
5/16/2025 | Jones Financial Companies Lllp | 33,383 | $1.44M | 0.0% | -20.4% | 0.375% | |
5/16/2025 | NewEdge Advisors LLC | 14,738 | $633K | 0.0% | -9.6% | 0.166% | |
5/16/2025 | Cook Wealth LLC | 13,820 | $602K | 0.3% | -1.9% | 0.155% | |
5/16/2025 | AlTi Global Inc. | 247,577 | $10.63M | 0.3% | -6.6% | 2.782% | |
5/15/2025 | Royal Bank of Canada | 524,470 | $22.51M | 0.0% | +0.7% | 5.893% | |
5/15/2025 | OLD Mission Capital LLC | 39,301 | $1.69M | 0.0% | +747.2% | 0.442% | |
5/14/2025 | WCG Wealth Advisors LLC | 27,744 | $1.19M | 0.1% | -9.0% | 0.312% | |
5/14/2025 | Comerica Bank | 1,986 | $85K | 0.0% | -27.5% | 0.022% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 29,821 | $1.28M | 0.0% | +12.4% | 0.335% | |
5/13/2025 | Raymond James Financial Inc. | 106,301 | $4.56M | 0.0% | -6.1% | 1.194% | |
5/13/2025 | HighTower Advisors LLC | 9,466 | $406K | 0.0% | -8.5% | 0.106% | |
5/12/2025 | Virtu Financial LLC | 44,629 | $1.92M | 0.1% | +71.9% | 0.501% | |
5/12/2025 | AlphaCore Capital LLC | 5,514 | $237K | 0.0% | N/A | 0.062% | |
5/9/2025 | WealthShield Partners LLC | 19,179 | $823K | 0.1% | +5.0% | 0.215% | |
5/9/2025 | McClarren Financial Advisors Inc. | 5,690 | $244K | 0.2% | -21.4% | 0.064% | |
5/9/2025 | Atria Wealth Solutions Inc. | 8,939 | $384K | 0.0% | +98.1% | 0.100% | |
5/9/2025 | Blair William & Co. IL | 1,155 | $50K | 0.0% | N/A | 0.013% | |
5/9/2025 | PNC Financial Services Group Inc. | 45,034 | $1.93M | 0.0% | -3.3% | 0.506% | |
5/8/2025 | TIAA Trust National Association | 602,645 | $25.87M | 0.1% | -5.4% | 6.771% | |
5/8/2025 | Commerce Bank | 22,349 | $959K | 0.0% | -1.3% | 0.251% | |
5/8/2025 | US Financial Advisors LLC | 14,002 | $601K | 0.2% | +4.3% | 0.157% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,239 | $225K | 0.0% | +11.5% | 0.059% | |
5/8/2025 | RVW Wealth LLC | 7,514 | $323K | 0.0% | -4.7% | 0.084% | |
5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 1,522 | $65K | 0.1% | N/A | 0.017% | |
5/7/2025 | LPL Financial LLC | 430,904 | $18.49M | 0.0% | +0.2% | 4.842% | |
5/6/2025 | Cetera Investment Advisers | 98,138 | $4.21M | 0.0% | +12.5% | 1.103% | |
5/5/2025 | Private Advisor Group LLC | 20,171 | $866K | 0.0% | -1.5% | 0.227% | |
5/2/2025 | Larson Financial Group LLC | 7,913 | $340K | 0.0% | -7.2% | 0.089% | |
5/1/2025 | CWM LLC | 3,641 | $156K | 0.0% | +60.5% | 0.041% | |
5/1/2025 | High Note Wealth LLC | 17,222 | $739K | 0.2% | -5.1% | 0.194% | |
4/30/2025 | Allworth Financial LP | 1,013 | $43K | 0.0% | -71.3% | 0.011% | |
4/30/2025 | Abound Financial LLC | 3,671 | $158K | 0.1% | -19.3% | 0.041% | |
4/29/2025 | Envestnet Asset Management Inc. | 57,455 | $2.47M | 0.0% | -3.8% | 0.646% | |
4/29/2025 | Bank of New York Mellon Corp | 357,110 | $15.33M | 0.0% | +21.1% | 4.012% | |
4/29/2025 | Olde Wealth Management LLC | 15,748 | $675K | 0.2% | -50.2% | 0.177% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 7,472 | $321K | 0.0% | +19.1% | 0.084% | |
4/25/2025 | Ameritas Advisory Services LLC | 107,705 | $4.62M | 0.2% | +2.6% | 1.210% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 12,000 | $515K | 0.0% | +37.9% | 0.135% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 14,643 | $628K | 0.0% | +11.9% | 0.165% | |
4/22/2025 | SK Wealth Management LLC | 19,866 | $780K | 0.4% | -10.6% | 0.223% | |
4/21/2025 | Institute for Wealth Management LLC. | 8,544 | $367K | 0.0% | +92.5% | 0.096% | |
4/21/2025 | Dunhill Financial LLC | 2,963 | $127K | 0.1% | N/A | 0.033% | |
4/18/2025 | CENTRAL TRUST Co | 8,533 | $366K | 0.0% | +6.9% | 0.096% | |
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4/17/2025 | Vicus Capital | 22,226 | $954K | 0.1% | -2.6% | 0.250% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 28,151 | $1.21M | 0.0% | -37.2% | 0.316% | |
4/16/2025 | IAG Wealth Partners LLC | 31,533 | $1.35M | 0.2% | -5.2% | 0.354% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,322 | $271K | 0.0% | -22.3% | 0.071% | |
4/16/2025 | RTD Financial Advisors Inc. | 21,013 | $902K | 0.1% | +12.5% | 0.236% | |
4/16/2025 | Neumann Capital Management LLC | 11,180 | $480K | 0.2% | +5.7% | 0.126% | |
4/14/2025 | Farther Finance Advisors LLC | 624 | $27K | 0.0% | +258.6% | 0.007% | |
4/14/2025 | Revolve Wealth Partners LLC | 23,735 | $1.02M | 0.1% | +7.7% | 0.267% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,138 | $386K | 0.0% | +21.0% | 0.091% | |
3/6/2025 | Wood Tarver Financial Group LLC | 678 | $32K | 0.0% | N/A | 0.008% | |