8/8/2025 | Avantax Advisory Services Inc. | 545,100 | $13.82M | 0.1% | +32.3% | 0.117% | |
8/8/2025 | Thoroughbred Financial Services LLC | 9,225 | $233K | 0.0% | -24.2% | 0.002% | |
8/8/2025 | Cetera Investment Advisers | 1,199,310 | $30.40M | 0.1% | +3.8% | 0.258% | |
8/8/2025 | Creative Planning | 205,995 | $5.22M | 0.0% | -27.8% | 0.044% | |
8/8/2025 | Foundations Investment Advisors LLC | 33,354 | $846K | 0.0% | +2.4% | 0.007% | |
8/8/2025 | Islay Capital Management LLC | 40,161 | $1.02M | 0.7% | -2.4% | 0.009% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 866,257 | $21.96M | 5.0% | +0.7% | 0.187% | |
8/8/2025 | Smithfield Trust Co | 8,347 | $211K | 0.0% | +35.2% | 0.002% | |
8/8/2025 | PNC Financial Services Group Inc. | 215,406 | $5.46M | 0.0% | +40.3% | 0.046% | |
8/8/2025 | Jupiter Asset Management Ltd. | 2,249,508 | $56.81M | 0.5% | +15.2% | 0.485% | |
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8/7/2025 | CENTRAL TRUST Co | 4,261,148 | $108.02M | 2.5% | -8.2% | 0.918% | |
8/7/2025 | Vise Technologies Inc. | 81,432 | $2.06M | 0.1% | N/A | 0.018% | |
8/7/2025 | Allworth Financial LP | 22,359 | $567K | 0.0% | +45.8% | 0.005% | |
8/7/2025 | Fidelis Capital Partners LLC | 543,915 | $14.07M | 1.3% | -1.7% | 0.117% | |
8/7/2025 | Midwest Trust Co | 16,778 | $425K | 0.0% | N/A | 0.004% | |
8/7/2025 | Sound View Wealth Advisors Group LLC | 18,741 | $475K | 0.0% | +6.2% | 0.004% | |
8/7/2025 | Parkside Financial Bank & Trust | 1,500 | $38K | 0.0% | +36.4% | 0.000% | |
8/7/2025 | Cypress Capital Management LLC WY | 89,525 | $2.27M | 2.5% | -22.2% | 0.019% | |
8/6/2025 | Prospera Financial Services Inc | 482,843 | $12.24M | 0.2% | +49.9% | 0.104% | |
8/6/2025 | AE Wealth Management LLC | 54,706 | $1.39M | 0.0% | -13.1% | 0.012% | |
8/6/2025 | Legacy Investment Solutions LLC | 1,413 | $36K | 0.0% | N/A | 0.000% | |
8/6/2025 | Quadrant Private Wealth Management LLC | 101,513 | $2.57M | 0.5% | +2.0% | 0.022% | |
8/6/2025 | Wedbush Securities Inc. | 24,913 | $632K | 0.0% | +8.1% | 0.005% | |
8/6/2025 | RPS Advisory Solutions LLC | 25,297 | $641K | 0.4% | +143.4% | 0.005% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 4,310,858 | $109.28M | 12.4% | +2.0% | 0.929% | |
8/6/2025 | O Brien Greene & Co. Inc | 540,386 | $13.70M | 4.5% | +5.9% | 0.116% | |
8/6/2025 | SouthState Corp | 1,871,490 | $47.44M | 2.1% | -0.7% | 0.403% | |
8/6/2025 | Robinson Smith Wealth Advisors LLC | 8,000 | $203K | 0.2% | N/A | 0.002% | |
8/6/2025 | Moors & Cabot Inc. | 107,225 | $2.72M | 0.1% | -25.2% | 0.023% | |
8/5/2025 | Freestone Capital Holdings LLC | 47,670 | $1.21M | 0.0% | -1.6% | 0.010% | |
8/5/2025 | K.J. Harrison & Partners Inc | 274,198 | $6.94M | 1.2% | +52.0% | 0.059% | |
8/5/2025 | Verity Asset Management Inc. | 66,691 | $1.69M | 0.8% | +28.8% | 0.014% | |
8/5/2025 | Bank of Montreal Can | 881,244 | $22.34M | 0.0% | +8.5% | 0.190% | |
8/5/2025 | Sigma Planning Corp | 59,915 | $1.52M | 0.0% | -6.4% | 0.013% | |
8/5/2025 | Wakefield Asset Management LLLP | 76,029 | $1.93M | 0.5% | +6.7% | 0.016% | |
8/5/2025 | TIAA Trust National Association | 338,085 | $8.57M | 0.0% | +177.3% | 0.073% | |
8/5/2025 | Meixler Investment Management Ltd. | 631,977 | $16.02M | 11.0% | -3.4% | 0.136% | |
8/5/2025 | Welch & Forbes LLC | 19,550 | $496K | 0.0% | -6.1% | 0.004% | |
8/5/2025 | Beam Wealth Advisors Inc. | 29,353 | $744K | 0.2% | +32.4% | 0.006% | |
8/5/2025 | Uniting Wealth Partners LLC | 8,000 | $203K | 0.1% | N/A | 0.002% | |
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8/4/2025 | AlphaStar Capital Management LLC | 18,174 | $461K | 0.0% | -6.2% | 0.004% | |
8/4/2025 | Integrity Alliance LLC. | 11,009 | $279K | 0.0% | -32.9% | 0.002% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 145,683 | $3.69M | 0.5% | +28.2% | 0.031% | |
8/4/2025 | Wolverine Asset Management LLC | 71,277 | $1.81M | 0.0% | +224.2% | 0.015% | |
8/4/2025 | Ledyard National Bank | 8,187 | $208K | 0.0% | N/A | 0.002% | |
8/4/2025 | Atria Investments Inc | 22,674 | $575K | 0.0% | -14.3% | 0.005% | |
8/4/2025 | Assetmark Inc. | 2,285 | $58K | 0.0% | +79.6% | 0.000% | |
8/4/2025 | Keybank National Association OH | 11,127 | $282K | 0.0% | N/A | 0.002% | |
8/4/2025 | Spire Wealth Management | 110,858 | $2.81M | 0.1% | -12.2% | 0.024% | |
8/4/2025 | World Investment Advisors | 140,815 | $3.57M | 0.1% | +44.7% | 0.030% | |
8/4/2025 | Wealth Management Associates Inc. | 80,591 | $2.04M | 0.8% | +3.1% | 0.017% | |
8/1/2025 | Biltmore Family Office LLC | 294,990 | $7.48M | 1.3% | -1.5% | 0.064% | |
8/1/2025 | Rossby Financial LCC | 59,750 | $1.52M | 0.6% | +4.9% | 0.013% | |
8/1/2025 | Transcend Capital Advisors LLC | 309,749 | $7.85M | 0.6% | +31.3% | 0.067% | |
8/1/2025 | Brookwood Investment Group LLC | 37,134 | $941K | 0.2% | -4.8% | 0.008% | |
8/1/2025 | First Command Advisory Services Inc. | 2,812 | $71K | 0.0% | N/A | 0.001% | |
8/1/2025 | Pasadena Private Wealth LLC | 209,479 | $5.31M | 0.9% | -16.8% | 0.045% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 27,091 | $687K | 0.0% | +33.4% | 0.006% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,617,170 | $41.00M | 0.0% | -3.9% | 0.348% | |
7/31/2025 | Leavell Investment Management Inc. | 164,410 | $4.17M | 0.2% | +17.3% | 0.035% | |
7/31/2025 | BIP Wealth LLC | 103,870 | $2.63M | 0.2% | -0.6% | 0.022% | |
7/31/2025 | Insight Wealth Partners LLC | 74,065 | $1.88M | 0.7% | -11.9% | 0.016% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 62,900 | $1.60M | 0.0% | +454.2% | 0.014% | |
7/31/2025 | 3EDGE Asset Management LP | 688,425 | $17.21M | 1.1% | +2.3% | 0.148% | |
7/31/2025 | Intelligent Financial Strategies | 1,518 | $38K | 0.0% | N/A | 0.000% | |
7/30/2025 | Bleakley Financial Group LLC | 2,519,041 | $63.86M | 1.6% | -9.1% | 0.543% | |
7/30/2025 | Strategic Blueprint LLC | 334,126 | $8.47M | 0.4% | +6.7% | 0.072% | |
7/30/2025 | Capital Wealth Alliance LLC | 972,985 | $24.66M | 13.3% | +0.1% | 0.210% | |
7/30/2025 | Freedom Investment Management Inc. | 35,023 | $888K | 0.1% | -21.6% | 0.008% | |
7/30/2025 | Brookstone Capital Management | 161,290 | $4.09M | 0.1% | -1.5% | 0.035% | |
7/30/2025 | St. James Investment Company LLC | 87,465 | $2.22M | 0.4% | -1.9% | 0.019% | |
7/30/2025 | Whittier Trust Co. | 36,463 | $924K | 0.0% | -24.3% | 0.008% | |
7/30/2025 | apricus wealth LLC | 19,000 | $482K | 0.3% | -17.4% | 0.004% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 92,454 | $2.34M | 0.1% | +0.8% | 0.020% | |
7/30/2025 | Evermay Wealth Management LLC | 4,347 | $110K | 0.0% | +11.3% | 0.001% | |
7/29/2025 | International Assets Investment Management LLC | 12,426 | $315K | 0.0% | +12.2% | 0.003% | |
7/29/2025 | Arnhold LLC | 51,486 | $1.31M | 0.1% | -8.9% | 0.011% | |
7/29/2025 | Tradewinds Capital Management LLC | 1,088 | $28K | 0.0% | +59.8% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 160,105 | $4.06M | 0.1% | +0.3% | 0.035% | |
7/29/2025 | Stratos Wealth Advisors LLC | 18,474 | $468K | 0.0% | +26.8% | 0.004% | |
7/29/2025 | Private Trust Co. NA | 5,000 | $127K | 0.0% | +11.1% | 0.001% | |
7/29/2025 | Straight Path Wealth Management | 29,394 | $745K | 0.3% | +3.9% | 0.006% | |
7/29/2025 | Latitude Advisors LLC | 29,840 | $756K | 0.4% | +2.1% | 0.006% | |
7/28/2025 | Nvest Financial LLC | 24,106 | $611K | 0.3% | -46.3% | 0.005% | |
7/28/2025 | Pettinga Financial Advisors LLC | 37,872 | $960K | 0.2% | -11.5% | 0.008% | |
7/28/2025 | Mutual Advisors LLC | 17,686 | $453K | 0.0% | +66.0% | 0.004% | |
7/28/2025 | Harbour Investments Inc. | 59,358 | $1.51M | 0.0% | +5.3% | 0.013% | |
7/28/2025 | Cypress Wealth Services LLC | 41,835 | $1.06M | 0.2% | -2.3% | 0.009% | |
7/28/2025 | Kiker Wealth Management LLC | 32,607 | $827K | 0.5% | +25.4% | 0.007% | |
7/28/2025 | Nadler Financial Group Inc. | 25,155 | $638K | 0.1% | +2.4% | 0.005% | |
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7/25/2025 | Atria Wealth Solutions Inc. | 123,009 | $3.13M | 0.1% | -69.7% | 0.027% | |
7/25/2025 | Sequoia Financial Advisors LLC | 17,634 | $447K | 0.0% | +33.0% | 0.004% | |
7/25/2025 | Almanack Investment Partners LLC. | 17,125 | $434K | 0.1% | +90.3% | 0.004% | |
7/25/2025 | CWM LLC | 42,723 | $1.08M | 0.0% | +3.0% | 0.009% | |
7/25/2025 | Concurrent Investment Advisors LLC | 22,004 | $558K | 0.0% | N/A | 0.005% | |
7/25/2025 | Apollon Wealth Management LLC | 61,838 | $1.57M | 0.0% | +52.9% | 0.013% | |
7/24/2025 | Blue Trust Inc. | 6,562 | $166K | 0.0% | +1,796.5% | 0.001% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 672,339 | $17.04M | 1.0% | +1.0% | 0.145% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 34,293 | $869K | 0.1% | N/A | 0.007% | |
7/24/2025 | IFP Advisors Inc | 24,552 | $622K | 0.0% | -35.0% | 0.005% | |