8/1/2025 | Bessemer Group Inc. | 8,172 | $321K | 0.0% | +23.6% | 0.019% | |
8/1/2025 | Envestnet Asset Management Inc. | 32,369 | $1.27M | 0.0% | -15.8% | 0.073% | |
7/31/2025 | Wealthfront Advisers LLC | 30,400 | $1.19M | 0.0% | -17.9% | 0.069% | |
7/31/2025 | GenTrust LLC | 134,381 | $5.28M | 0.2% | -16.6% | 0.305% | |
7/31/2025 | Money Design Co. Ltd. | 306,833 | $12.06M | 0.6% | +18.9% | 0.696% | |
7/30/2025 | Strategic Blueprint LLC | 11,822 | $464K | 0.0% | -32.3% | 0.027% | |
7/30/2025 | Cullen Frost Bankers Inc. | 112,344 | $4.41M | 0.1% | -3.7% | 0.255% | |
7/30/2025 | Clune & Associates LTD. | 51,207 | $2.01M | 0.6% | +30.8% | 0.116% | |
7/30/2025 | Fiduciary Planning LLC | 17,808 | $700K | 0.2% | -21.1% | 0.040% | |
7/30/2025 | Townsend & Associates Inc | 4,992 | $201K | 0.0% | N/A | 0.011% | |
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7/29/2025 | Ifrah Financial Services Inc. | 13,449 | $528K | 0.1% | +92.7% | 0.030% | |
7/28/2025 | Mutual Advisors LLC | 6,089 | $245K | 0.0% | -14.6% | 0.014% | |
7/28/2025 | J.Safra Asset Management Corp | 3,831 | $151K | 0.0% | N/A | 0.009% | |
7/28/2025 | Axxcess Wealth Management LLC | 15,241 | $599K | 0.0% | +17.2% | 0.035% | |
7/25/2025 | MGO One Seven LLC | 5,100 | $200K | 0.0% | -13.4% | 0.012% | |
7/25/2025 | CWM LLC | 16,822 | $661K | 0.0% | -20.3% | 0.038% | |
7/24/2025 | Verger Capital Management LLC | 458,429 | $18.01M | 7.1% | +8.2% | 1.040% | |
7/24/2025 | Certus Wealth Management LLC | 7,603 | $299K | 0.2% | -24.7% | 0.017% | |
7/24/2025 | MA Private Wealth | 13,328 | $524K | 0.1% | -90.2% | 0.030% | |
7/23/2025 | Vontobel Holding Ltd. | 30,000 | $1.18M | 0.0% | +50.0% | 0.068% | |
7/23/2025 | Detalus Advisors LLC | 9,865 | $388K | 0.1% | -9.2% | 0.022% | |
7/23/2025 | Watershed Private Wealth LLC | 25,833 | $1.02M | 0.4% | +140.8% | 0.059% | |
7/21/2025 | Cardinal Strategic Wealth Guidance | 8,045 | $316K | 0.1% | -77.0% | 0.018% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,440 | $96K | 0.0% | -55.1% | 0.006% | |
7/18/2025 | Client 1ST Advisory Group LLC | 58,683 | $2.31M | 0.8% | +23.0% | 0.133% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 3,455 | $136K | 0.0% | N/A | 0.008% | |
7/18/2025 | Lynx Investment Advisory | 6,568 | $258K | 0.2% | -11.3% | 0.015% | |
7/18/2025 | Truist Financial Corp | 58,788 | $2.31M | 0.0% | -46.2% | 0.133% | |
7/17/2025 | Janney Montgomery Scott LLC | 8,122 | $319K | 0.0% | -12.1% | 0.018% | |
7/17/2025 | Nicholson Meyer Capital Management Inc. | 92,899 | $3.65M | 3.1% | +3.0% | 0.211% | |
7/17/2025 | Sound Income Strategies LLC | 1,758 | $69K | 0.0% | +2,153.8% | 0.004% | |
7/16/2025 | 1834 Investment Advisors Co. | 7,109 | $279K | 0.0% | -10.2% | 0.016% | |
7/16/2025 | Dakota Wealth Management | 54,222 | $2.13M | 0.0% | -10.1% | 0.123% | |
7/14/2025 | MFA Wealth Advisors LLC | 281,064 | $11.04M | 2.6% | +0.2% | 0.637% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 23,024 | $905K | 0.0% | -16.0% | 0.052% | |
7/14/2025 | Park Avenue Securities LLC | 33,864 | $1.33M | 0.0% | -3.1% | 0.077% | |
7/11/2025 | Farther Finance Advisors LLC | 13,602 | $534K | 0.0% | +1.9% | 0.031% | |
7/11/2025 | Financial Advisory Corp | 294,640 | $11.58M | 1.8% | +1.7% | 0.668% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 44,268 | $1.78M | 0.0% | +2.6% | 0.100% | |
7/10/2025 | Wedmont Private Capital | 5,658 | $229K | 0.0% | N/A | 0.013% | |
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7/10/2025 | Sovran Advisors LLC | 7,093 | $288K | 0.0% | -14.4% | 0.016% | |
7/9/2025 | Chesley Taft & Associates LLC | 20,420 | $802K | 0.0% | +6.7% | 0.046% | |
7/9/2025 | Triumph Capital Management | 6,763 | $266K | 0.1% | -31.7% | 0.015% | |
7/8/2025 | Baker Ellis Asset Management LLC | 11,275 | $443K | 0.1% | -38.5% | 0.026% | |
7/7/2025 | Versant Capital Management Inc | 356,343 | $14.00M | 2.1% | +1.8% | 0.808% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,004 | $118K | 0.0% | +92.6% | 0.007% | |
6/16/2025 | Lynx Investment Advisory | 7,408 | $312K | 0.2% | -33.6% | 0.015% | |
6/2/2025 | Modern Wealth Management LLC | 113,046 | $4.76M | 0.2% | +0.9% | 0.222% | |
5/28/2025 | Wealth Management Associates Inc. | 14,460 | $608K | 0.3% | +3.8% | 0.028% | |
5/20/2025 | Focus Partners Wealth | 887,377 | $37.33M | 0.1% | -1.5% | 1.745% | |
5/19/2025 | Jane Street Group LLC | 437,908 | $18.42M | 0.0% | +16.3% | 0.861% | |
5/19/2025 | Client 1ST Advisory Group LLC | 47,712 | $2.01M | 0.8% | +57.0% | 0.094% | |
5/19/2025 | SCS Capital Management LLC | 35,559 | $1.50M | 0.0% | N/A | 0.070% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 5,930 | $249K | 0.0% | -70.1% | 0.012% | |
5/16/2025 | Goldman Sachs Group Inc. | 282,510 | $11.89M | 0.0% | -33.6% | 0.641% | |
5/16/2025 | Jones Financial Companies Lllp | 61,411 | $2.58M | 0.0% | +76.1% | 0.121% | |
5/16/2025 | NewEdge Advisors LLC | 29,607 | $1.25M | 0.0% | -65.8% | 0.058% | |
5/16/2025 | Integrated Wealth Concepts LLC | 31,743 | $1.34M | 0.0% | -39.3% | 0.062% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 24,651 | $1.04M | 0.0% | +6.7% | 0.048% | |
5/15/2025 | Royal Bank of Canada | 292,673 | $12.31M | 0.0% | +15.5% | 0.576% | |
5/15/2025 | MAI Capital Management | 20,579 | $866K | 0.0% | -1.5% | 0.040% | |
5/15/2025 | OLD Mission Capital LLC | 13,705 | $577K | 0.0% | +87.6% | 0.027% | |
5/15/2025 | Evergreen Capital Management LLC | 608,099 | $25.58M | 0.9% | -0.5% | 1.196% | |
5/14/2025 | CreativeOne Wealth LLC | 17,583 | $740K | 0.0% | +110.7% | 0.035% | |
5/14/2025 | Jane Street Group LLC | 437,908 | $18.42M | 0.0% | +16.3% | 0.861% | |
5/14/2025 | Comerica Bank | 3,236 | $136K | 0.0% | -29.6% | 0.006% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 17,478 | $735K | 0.0% | +2.5% | 0.034% | |
5/14/2025 | Verger Capital Management LLC | 423,572 | $17.82M | 7.8% | +11.5% | 0.833% | |
5/14/2025 | Kestra Advisory Services LLC | 46,403 | $1.95M | 0.0% | -38.7% | 0.091% | |
5/14/2025 | CW Advisors LLC | 37,581 | $1.57M | 0.0% | N/A | 0.074% | |
5/14/2025 | PGIM Custom Harvest LLC | 141,452 | $5.95M | 0.1% | +1.6% | 0.278% | |
5/14/2025 | Wellington Management Group LLP | 24,038 | $1.01M | 0.0% | N/A | 0.047% | |
5/13/2025 | Aptus Capital Advisors LLC | 26,869 | $1.13M | 0.0% | -13.3% | 0.053% | |
5/13/2025 | Raymond James Financial Inc. | 259,494 | $10.92M | 0.0% | +17.7% | 0.510% | |
5/13/2025 | Cresset Asset Management LLC | 11,468 | $482K | 0.0% | -14.4% | 0.023% | |
5/13/2025 | Centerpoint Advisors LLC | 10,389 | $437K | 0.2% | -9.2% | 0.020% | |
5/13/2025 | Bright Financial Advisors Inc. | 5,000 | $210K | 0.1% | N/A | 0.010% | |
5/13/2025 | Prudential PLC | 62,600 | $2.63M | 0.0% | -6.6% | 0.123% | |
5/13/2025 | Clal Insurance Enterprises Holdings Ltd | 6,500 | $273K | 0.0% | N/A | 0.013% | |
5/13/2025 | Rathbones Group PLC | 15,046 | $633K | 0.0% | +2.9% | 0.030% | |
5/13/2025 | HighTower Advisors LLC | 42,639 | $1.79M | 0.0% | -35.9% | 0.084% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 19,015 | $804K | 0.1% | +7.2% | 0.037% | |
5/12/2025 | SouthState Corp | 1,168 | $49K | 0.0% | N/A | 0.002% | |
5/12/2025 | Sierra Summit Advisors LLC | 63,272 | $2.66M | 0.6% | -0.5% | 0.124% | |
5/9/2025 | 1834 Investment Advisors Co. | 7,918 | $333K | 0.0% | -18.5% | 0.016% | |
5/9/2025 | WealthShield Partners LLC | 772 | $32K | 0.0% | -78.4% | 0.002% | |
5/9/2025 | Avalon Trust Co | 2,575 | $108K | 0.0% | N/A | 0.005% | |
5/9/2025 | Delta Financial Group Inc. | 15,285 | $636K | 0.1% | +12.1% | 0.030% | |
5/9/2025 | Liberty Wealth Management LLC | 12,152 | $511K | 0.0% | +17.9% | 0.024% | |
5/9/2025 | Banco Santander S.A. | 34,119 | $1.44M | 0.0% | +24.2% | 0.067% | |
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5/9/2025 | OVERSEA CHINESE BANKING Corp Ltd | 16,835 | $708K | 0.0% | -86.4% | 0.033% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,916 | $81K | 0.0% | +48.8% | 0.004% | |
5/8/2025 | Moors & Cabot Inc. | 8,386 | $353K | 0.0% | -22.5% | 0.016% | |
5/8/2025 | Jefferies Financial Group Inc. | 8,372 | $352K | 0.0% | -59.9% | 0.016% | |
5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 40,036 | $1.68M | 0.2% | +38.4% | 0.079% | |
5/7/2025 | Mackenzie Financial Corp | 4,994 | $210K | 0.0% | N/A | 0.010% | |
5/7/2025 | Abbot Financial Management Inc. | 19,658 | $827K | 0.4% | -1.8% | 0.039% | |
5/7/2025 | Beacon Bridge Wealth Partners LLC | 6,281 | $264K | 0.1% | -34.6% | 0.012% | |
5/7/2025 | Ameraudi Asset Management Inc. | 14,958 | $629K | 0.4% | -4.7% | 0.029% | |
5/7/2025 | LPL Financial LLC | 329,071 | $13.84M | 0.0% | -57.3% | 0.647% | |