7/8/2025 | Parallel Advisors LLC | 7,331 | $1.82M | 0.0% | +0.8% | 0.012% | |
7/7/2025 | Trust Co. of Oklahoma | 30,080 | $7.47M | 2.4% | +3.0% | 0.049% | |
7/7/2025 | Global Wealth Strategies & Associates | 378 | $94K | 0.0% | -11.7% | 0.001% | |
7/7/2025 | Nova Wealth Management Inc. | 465 | $115K | 0.1% | +35.6% | 0.001% | |
7/7/2025 | TruWealth Advisors LLC | 9,100 | $2.26M | 0.1% | -4.1% | 0.015% | |
7/7/2025 | RDA Financial Network | 6,318 | $1.57M | 0.4% | +2.8% | 0.010% | |
7/3/2025 | Collective Family Office LLC | 1,705 | $423K | 0.1% | -21.8% | 0.003% | |
7/2/2025 | Dentgroup LLC | 2,984 | $741K | 0.5% | -2.9% | 0.005% | |
7/2/2025 | HBW Advisory Services LLC | 1,998 | $496K | 0.1% | +5.5% | 0.003% | |
7/2/2025 | Marotta Asset Management | 66,959 | $16.63M | 3.3% | +1.8% | 0.108% | |
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7/1/2025 | Park National Corp OH | 17,015 | $4.23M | 0.1% | +16.0% | 0.027% | |
6/13/2025 | Optima Capital LLC | 3,479 | $921K | 0.6% | -1.5% | 0.004% | |
6/10/2025 | Compass Financial Services Inc | 191 | $51K | 0.0% | +38.4% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 1,319 | $349K | 0.0% | N/A | 0.002% | |
6/2/2025 | Modern Wealth Management LLC | 2,709 | $717K | 0.0% | -6.4% | 0.003% | |
5/29/2025 | Nova Wealth Management Inc. | 343 | $91K | 0.1% | +40.0% | 0.000% | |
5/28/2025 | Wealth Management Associates Inc. | 2,255 | $597K | 0.3% | +5.3% | 0.003% | |
5/27/2025 | Advisors Capital Management LLC | 12,322 | $3.26M | 0.1% | +1.8% | 0.014% | |
5/22/2025 | BOS Asset Management LLC | 1,565 | $414K | 0.1% | -7.0% | 0.002% | |
5/21/2025 | Beacon Capital Management Inc. | 20,460 | $5.06M | 0.3% | -95.0% | 0.023% | |
5/21/2025 | McAdam LLC | 1,198 | $317K | 0.0% | -18.8% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 3,888 | $1.03M | 0.0% | -19.3% | 0.004% | |
5/20/2025 | Focus Partners Wealth | 71,577 | $18.95M | 0.0% | -7.3% | 0.082% | |
5/20/2025 | Integrity Alliance LLC. | 1,465 | $388K | 0.0% | N/A | 0.002% | |
5/20/2025 | Anchor Investment Management LLC | 15,730 | $4.16M | 0.4% | +6.5% | 0.018% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 22,878 | $6.06M | 3.7% | -1.8% | 0.026% | |
5/19/2025 | Jane Street Group LLC | 1,803 | $477K | 0.0% | -21.2% | 0.002% | |
5/19/2025 | Advisory Alpha LLC | 1,276 | $338K | 0.0% | N/A | 0.001% | |
5/16/2025 | McIlrath & Eck LLC | 243 | $64K | 0.0% | +69.9% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 1,562 | $414K | 0.0% | N/A | 0.002% | |
5/16/2025 | Ascent Group LLC | 1,881 | $498K | 0.0% | N/A | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 1,514 | $401K | 0.0% | -22.7% | 0.002% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 6,012 | $1.59M | 0.0% | -9.2% | 0.007% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 783 | $207K | 0.0% | N/A | 0.001% | |
5/16/2025 | Goldman Sachs Group Inc. | 44,394 | $11.75M | 0.0% | -19.8% | 0.072% | |
5/16/2025 | Jones Financial Companies Lllp | 98,301 | $26.02M | 0.0% | +243.7% | 0.113% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 16,719 | $4.28M | 1.9% | N/A | 0.019% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 11,120 | $2.94M | 0.7% | -1.1% | 0.013% | |
5/16/2025 | Redwood Financial Network Corp | 1,562 | $413K | 0.3% | -5.0% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 13,972 | $3.70M | 0.0% | -11.3% | 0.016% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 49,587 | $13.13M | 0.2% | -6.4% | 0.057% | |
5/16/2025 | Greenline Partners LLC | 9,992 | $2.65M | 0.4% | -11.0% | 0.011% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 3,000 | $794K | 0.0% | -94.2% | 0.003% | |
5/16/2025 | Clark Capital Management Group Inc. | 1,007 | $267K | 0.0% | -43.3% | 0.001% | |
5/16/2025 | AQR Capital Management LLC | 3,942 | $1.04M | 0.0% | +7.7% | 0.005% | |
5/16/2025 | Aprio Wealth Management LLC | 7,412 | $1.96M | 0.2% | -1.4% | 0.008% | |
5/15/2025 | Promethium Advisors LLC | 765 | $203K | 0.1% | -16.4% | 0.001% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 33,066 | $8.75M | 0.0% | -6.1% | 0.038% | |
5/15/2025 | EP Wealth Advisors LLC | 22,929 | $6.07M | 0.0% | -2.8% | 0.026% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 4,265 | $1.13M | 0.0% | +137.7% | 0.005% | |
5/15/2025 | Flputnam Investment Management Co. | 2,132 | $564K | 0.0% | -3.4% | 0.002% | |
5/15/2025 | Royal Bank of Canada | 617,304 | $163.42M | 0.0% | +33.3% | 0.707% | |
5/15/2025 | Betterment LLC | 905 | $240K | 0.0% | N/A | 0.001% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 3,298 | $873K | 0.3% | -3.9% | 0.004% | |
5/15/2025 | MAI Capital Management | 168,063 | $44.49M | 0.3% | +11.2% | 0.193% | |
5/15/2025 | Calton & Associates Inc. | 20,416 | $5.41M | 1.2% | +2.6% | 0.023% | |
5/15/2025 | FRG Family Wealth Advisors LLC | 9,568 | $2.53M | 0.5% | -2.1% | 0.011% | |
5/15/2025 | Centric Wealth Management | 757 | $200K | 0.1% | N/A | 0.001% | |
5/15/2025 | Titleist Asset Management LLC | 37,430 | $9.91M | 1.1% | +37.7% | 0.043% | |
5/15/2025 | Baird Financial Group Inc. | 45,741 | $12.11M | 0.0% | -3.7% | 0.052% | |
5/15/2025 | Tumwater Wealth Management LLC | 780 | $206K | 0.1% | N/A | 0.001% | |
5/15/2025 | Evergreen Capital Management LLC | 24,389 | $6.46M | 0.2% | +0.4% | 0.028% | |
5/15/2025 | Tortoise Investment Management LLC | 906 | $240K | 0.0% | +6.0% | 0.001% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 1,089 | $288K | 0.1% | -4.6% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 2,591 | $686K | 0.0% | +110.0% | 0.003% | |
5/14/2025 | CreativeOne Wealth LLC | 13,414 | $3.55M | 0.1% | +123.3% | 0.015% | |
5/14/2025 | Nicolet Bankshares Inc. | 2,832 | $750K | 0.2% | +36.7% | 0.003% | |
5/14/2025 | Full Sail Capital LLC | 57,894 | $15.33M | 1.0% | -1.9% | 0.066% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 14,785 | $3.92M | 0.0% | -13.0% | 0.017% | |
5/14/2025 | Comerica Bank | 24,808 | $6.57M | 0.0% | -14.3% | 0.028% | |
5/14/2025 | Synovus Financial Corp | 2,728 | $722K | 0.0% | +6.5% | 0.003% | |
5/14/2025 | Walleye Capital LLC | 4,588 | $1.22M | 0.0% | N/A | 0.005% | |
5/14/2025 | AIMZ Investment Advisors LLC | 5,751 | $1.52M | 0.5% | +9.6% | 0.007% | |
5/14/2025 | SVB Wealth LLC | 266 | $71K | 0.0% | N/A | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 368,043 | $97.43M | 0.1% | -10.4% | 0.422% | |
5/14/2025 | Haverford Trust Co | 1,782 | $472K | 0.0% | +18.8% | 0.002% | |
5/14/2025 | Trinity Legacy Partners LLC | 19,213 | $4.65M | 1.2% | +3.0% | 0.022% | |
5/14/2025 | Kestra Advisory Services LLC | 35,121 | $9.30M | 0.0% | -54.4% | 0.040% | |
5/14/2025 | Circle Wealth Management LLC | 21,978 | $5.82M | 0.1% | -25.4% | 0.025% | |
5/14/2025 | Ameriprise Financial Inc. | 457,289 | $121.11M | 0.0% | -12.4% | 0.524% | |
5/14/2025 | Bragg Financial Advisors Inc | 6,492 | $1.72M | 0.1% | -2.5% | 0.007% | |
5/14/2025 | CW Advisors LLC | 110,867 | $29.43M | 0.4% | +43.8% | 0.127% | |
5/14/2025 | Summit Financial LLC | 29,311 | $7.76M | 0.2% | +1,344.6% | 0.034% | |
5/14/2025 | Estate Counselors LLC | 49,110 | $13.00M | 1.3% | -7.3% | 0.056% | |
5/14/2025 | PGIM Custom Harvest LLC | 1,028,427 | $272.26M | 6.5% | +2.4% | 1.178% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 3,857 | $1.02M | 0.5% | -13.5% | 0.004% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 3,458 | $915K | 0.1% | -12.3% | 0.004% | |
5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 3,986 | $1.06M | 0.0% | -28.4% | 0.005% | |
5/14/2025 | Paradigm Capital Management LLC NV | 15,374 | $4.07M | 4.2% | -11.8% | 0.018% | |
5/14/2025 | RWA Wealth Partners LLC | 11,704 | $3.10M | 0.0% | -4.1% | 0.013% | |
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5/13/2025 | Aviso Financial Inc. | 1,639 | $434K | 0.0% | +14.2% | 0.002% | |
5/13/2025 | Elequin Capital LP | 850 | $225K | 0.0% | +139.4% | 0.001% | |
5/13/2025 | Freestone Capital Holdings LLC | 2,775 | $735K | 0.0% | +22.1% | 0.003% | |
5/13/2025 | Compass Financial Group INC SD | 1,254 | $332K | 0.1% | -9.2% | 0.001% | |
5/13/2025 | CacheTech Inc. | 3,228 | $855K | 0.2% | N/A | 0.004% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 18,391 | $4.87M | 0.0% | +6.3% | 0.021% | |
5/13/2025 | Adams Wealth Management | 3,228 | $855K | 0.2% | N/A | 0.004% | |
5/13/2025 | Raymond James Financial Inc. | 447,276 | $118.41M | 0.0% | -7.1% | 0.513% | |
5/13/2025 | Cresset Asset Management LLC | 10,234 | $2.71M | 0.0% | -1.1% | 0.012% | |
5/13/2025 | Twin Focus Capital Partners LLC | 15,375 | $4.07M | 0.6% | -4.4% | 0.018% | |