1/22/2025 | PFG Investments LLC | 14,695 | $1.25M | 0.1% | -6.2% | 0.002% | |
1/22/2025 | Drive Wealth Management LLC | 23,735 | $2.02M | 0.5% | -2.1% | 0.004% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 9,154 | $778K | 0.0% | +183.8% | 0.001% | |
1/21/2025 | Guerra Pan Advisors LLC | 2,486 | $211K | 0.2% | N/A | 0.000% | |
1/21/2025 | Jamison Private Wealth Management Inc. | 8,408 | $715K | 0.1% | -5.2% | 0.001% | |
1/21/2025 | Moody Lynn & Lieberson LLC | 44,413 | $3.78M | 0.2% | N/A | 0.007% | |
1/21/2025 | Flagship Harbor Advisors LLC | 11,313 | $962K | 0.1% | -8.6% | 0.002% | |
1/21/2025 | Toth Financial Advisory Corp | 7,300 | $620K | 0.1% | +18,150.0% | 0.001% | |
1/21/2025 | Nepsis Inc. | 114,941 | $9.77M | 1.4% | N/A | 0.019% | |
1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 1,692 | $144K | 0.0% | -11.4% | 0.000% | |
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1/21/2025 | Exchange Traded Concepts LLC | 28,594 | $2.43M | 0.0% | +117.9% | 0.005% | |
1/21/2025 | Private Capital Advisors Inc. | 185,043 | $15.73M | 1.9% | N/A | 0.030% | |
1/21/2025 | Financial Partners Group LLC | 2,880 | $245K | 0.1% | -23.2% | 0.000% | |
1/21/2025 | Cornerstone Wealth Management LLC | 3,686 | $313K | 0.0% | -11.9% | 0.001% | |
1/21/2025 | Brighton Jones LLC | 4,650 | $395K | 0.0% | +10.8% | 0.001% | |
1/17/2025 | Key Client Fiduciary Advisors LLC | 8,340 | $709K | 0.3% | +1.4% | 0.001% | |
1/17/2025 | Whalen Wealth Management Inc. | 6,202 | $527K | 0.4% | N/A | 0.001% | |
1/17/2025 | Avior Wealth Management LLC | 7,257 | $617K | 0.0% | -3.8% | 0.001% | |
1/17/2025 | Mutual Advisors LLC | 5,040 | $435K | 0.0% | +11.0% | 0.001% | |
1/17/2025 | Independent Wealth Network Inc. | 2,862 | $243K | 0.1% | N/A | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 27,401 | $2.33M | 0.0% | -27.5% | 0.004% | |
1/17/2025 | SG Americas Securities LLC | 8,526 | $725K | 0.0% | -59.0% | 0.001% | |
1/17/2025 | Magnus Financial Group LLC | 2,558 | $217K | 0.0% | N/A | 0.000% | |
1/17/2025 | Simon Quick Advisors LLC | 2,390 | $203K | 0.0% | N/A | 0.000% | |
1/17/2025 | Red Spruce Capital LLC | 15,740 | $1.34M | 0.6% | +6.9% | 0.003% | |
1/17/2025 | Octavia Wealth Advisors LLC | 2,936 | $250K | 0.0% | -6.1% | 0.000% | |
1/17/2025 | Mitsubishi UFJ Asset Management UK Ltd. | 6,000 | $510K | 0.2% | N/A | 0.001% | |
1/17/2025 | JBGlobal.com LLC | 8,713 | $741K | 0.8% | N/A | 0.001% | |
1/17/2025 | Atomi Financial Group Inc. | 11,294 | $960K | 0.0% | +21.7% | 0.002% | |
1/17/2025 | Chesley Taft & Associates LLC | 3,540 | $301K | 0.0% | N/A | 0.001% | |
1/17/2025 | Alpha Cubed Investments LLC | 12,529 | $1.07M | 0.0% | N/A | 0.002% | |
1/17/2025 | TB Alternative Assets Ltd. | 41,529 | $3.53M | 0.9% | N/A | 0.007% | |
1/17/2025 | Perpetual Ltd | 126,828 | $10.78M | 0.1% | N/A | 0.020% | |
1/16/2025 | Legal Advantage Investments Inc. | 23,160 | $1.97M | 1.0% | +13.2% | 0.004% | |
1/16/2025 | Ballentine Partners LLC | 7,592 | $645K | 0.0% | +18.1% | 0.001% | |
1/16/2025 | Ulland Investment Advisors LLC | 2,135 | $181K | 0.1% | +92.3% | 0.000% | |
1/16/2025 | Harbor Investment Advisory LLC | 4,735 | $402K | 0.0% | +31.2% | 0.001% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 418 | $36K | 0.0% | +48.2% | 0.000% | |
1/16/2025 | Lee Johnson Capital Management LLC | 44,209 | $3.76M | 2.0% | N/A | 0.007% | |
1/16/2025 | UMB Bank n.a. | 56,462 | $4.80M | 0.1% | +2,352.7% | 0.009% | |
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1/16/2025 | Diversify Advisory Services LLC | 15,931 | $1.32M | 0.1% | N/A | 0.003% | |
1/16/2025 | Lbmc Investment Advisors LLC | 4,042 | $344K | 0.0% | -11.0% | 0.001% | |
1/15/2025 | Aaron Wealth Advisors LLC | 5,697 | $484K | 0.1% | +4.6% | 0.001% | |
1/15/2025 | Whitaker Myers Wealth Managers LTD. | 3,014 | $256K | 0.1% | N/A | 0.000% | |
1/15/2025 | BNC Wealth Management LLC | 20,920 | $1.78M | 0.6% | N/A | 0.003% | |
1/15/2025 | Udine Wealth Management Inc. | 11,208 | $953K | 0.6% | N/A | 0.002% | |
1/15/2025 | HB Wealth Management LLC | 14,557 | $1.24M | 0.0% | -4.7% | 0.002% | |
1/15/2025 | KRS Capital Management LLC | 8,832 | $751K | 0.5% | +11.5% | 0.001% | |
1/15/2025 | Premier Path Wealth Partners LLC | 6,411 | $545K | 0.1% | +8.6% | 0.001% | |
1/15/2025 | Stonekeep Investments LLC | 4,606 | $391K | 0.3% | +21.2% | 0.001% | |
1/15/2025 | Arkadios Wealth Advisors | 40,656 | $3.46M | 0.2% | +21.0% | 0.007% | |
1/15/2025 | DB Fitzpatrick & Co Inc | 19,167 | $1.63M | 1.5% | +11.0% | 0.003% | |
1/15/2025 | Merit Financial Group LLC | 3,188 | $271K | 0.0% | N/A | 0.001% | |
1/15/2025 | Avanza Fonder AB | 28,408 | $2.41M | 0.1% | N/A | 0.005% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 8,065 | $685K | 0.0% | +9.8% | 0.001% | |
1/15/2025 | RF&L Wealth Management LLC | 4,000 | $340K | 0.2% | -45.0% | 0.001% | |
1/15/2025 | Procyon Advisors LLC | 26,305 | $2.24M | 0.1% | +4.7% | 0.004% | |
1/15/2025 | Goldstone Financial Group LLC | 2,705 | $230K | 0.0% | -16.7% | 0.000% | |
1/15/2025 | Yarbrough Capital LLC | 58,710 | $4.99M | 0.2% | +16.7% | 0.009% | |
1/15/2025 | Bouvel Investment Partners LLC | 18,093 | $1.54M | 0.6% | +1.3% | 0.003% | |
1/15/2025 | Profit Investment Management LLC | 11,796 | $1.00M | 0.8% | -4.4% | 0.002% | |
1/15/2025 | Gateway Investment Advisers LLC | 21,022 | $1.79M | 0.0% | -35.8% | 0.003% | |
1/14/2025 | RMR Wealth Builders | 3,140 | $267K | 0.0% | -12.7% | 0.001% | |
1/14/2025 | BluePath Capital Management LLC | 14,684 | $1.20M | 0.6% | +14.7% | 0.002% | |
1/14/2025 | CHURCHILL MANAGEMENT Corp | 36,433 | $3.10M | 0.0% | +36.8% | 0.006% | |
1/14/2025 | Richard P Slaughter Associates Inc | 28,825 | $2.45M | 0.5% | -1.0% | 0.005% | |
1/14/2025 | Park Avenue Securities LLC | 10,737 | $913K | 0.0% | +25.5% | 0.002% | |
1/14/2025 | Kathmere Capital Management LLC | 2,967 | $252K | 0.0% | N/A | 0.000% | |
1/14/2025 | Assenagon Asset Management S.A. | 292,571 | $24.87M | 0.0% | +391.0% | 0.047% | |
1/14/2025 | Fifth Third Wealth Advisors LLC | 2,723 | $231K | 0.0% | N/A | 0.000% | |
1/14/2025 | Oak Thistle LLC | 20,602 | $1.75M | 0.5% | -11.6% | 0.003% | |
1/14/2025 | SeaCrest Wealth Management LLC | 17,893 | $1.52M | 0.2% | +14.5% | 0.003% | |
1/14/2025 | Accurate Wealth Management LLC | 28,269 | $2.33M | 0.4% | +35.1% | 0.005% | |
1/14/2025 | 180 Wealth Advisors LLC | 3,026 | $257K | 0.0% | N/A | 0.000% | |
1/14/2025 | Rosenberg Matthew Hamilton | 982 | $83K | 0.0% | +18.3% | 0.000% | |
1/14/2025 | Signal Advisors Wealth LLC | 15,279 | $1.30M | 0.1% | -12.5% | 0.002% | |
1/13/2025 | Johnson & White Wealth Management LLC | 2,549 | $221K | 0.1% | N/A | 0.000% | |
1/13/2025 | Friedenthal Financial | 8,750 | $744K | 0.4% | N/A | 0.001% | |
1/13/2025 | Claro Advisors LLC | 2,593 | $220K | 0.0% | N/A | 0.000% | |
1/13/2025 | Harbour Capital Advisors LLC | 3,030 | $279K | 0.1% | N/A | 0.000% | |
1/13/2025 | Salem Investment Counselors Inc. | 3,973 | $338K | 0.0% | -28.4% | 0.001% | |
1/13/2025 | CHICAGO TRUST Co NA | 3,550 | $302K | 0.1% | N/A | 0.001% | |
1/10/2025 | Graypoint LLC | 381,755 | $32.45M | 2.0% | N/A | 0.062% | |
1/10/2025 | RMR Wealth Builders | 3,140 | $267K | 0.0% | -12.7% | 0.001% | |
1/10/2025 | HBW Advisory Services LLC | 2,697 | $229K | 0.0% | N/A | 0.000% | |
1/10/2025 | Harbor Capital Advisors Inc. | 4,893 | $416K | 0.0% | -38.0% | 0.001% | |
1/10/2025 | Franklin Street Advisors Inc. NC | 34,295 | $2.92M | 0.2% | N/A | 0.006% | |
1/10/2025 | Ridgewood Investments LLC | 1,295 | $110K | 0.1% | -27.6% | 0.000% | |
1/10/2025 | ST Germain D J Co. Inc. | 103,915 | $8.83M | 0.4% | -2.8% | 0.017% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 26,864 | $2.28M | 0.0% | +0.5% | 0.004% | |
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1/10/2025 | Baker Tilly Wealth Management LLC | 5,637 | $479K | 0.2% | +4.0% | 0.001% | |
1/8/2025 | First Hawaiian Bank | 4,421 | $376K | 0.0% | -11.7% | 0.001% | |
1/7/2025 | Bank of New Hampshire | 1,690 | $144K | 0.0% | -76.8% | 0.000% | |
1/6/2025 | Insight Wealth Strategies LLC | 46,089 | $3.92M | 0.5% | N/A | 0.007% | |
1/6/2025 | Nordea Investment Management AB | 43,167 | $3.73M | 0.0% | +5.6% | 0.007% | |
1/3/2025 | Everence Capital Management Inc. | 13,280 | $1.13M | 0.1% | N/A | 0.002% | |
1/3/2025 | GAMMA Investing LLC | 2,493 | $212K | 0.0% | +7.2% | 0.000% | |
1/3/2025 | Versant Capital Management Inc | 394 | $33K | 0.0% | +67.7% | 0.000% | |
12/19/2024 | Principal Financial Group Inc. | 41,029 | $2.75M | 0.0% | -7.4% | 0.007% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 10,394 | $690K | 0.0% | -18.4% | 0.002% | |