5/16/2024 | Jane Street Group LLC | 1,013,640 | $40.17M | 0.0% | +566.0% | 7.650% | |
5/15/2024 | Fairview Capital Investment Management LLC | 31,955 | $1.27M | 0.1% | +0.9% | 0.241% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 103,046 | $4.10M | 0.0% | -3.0% | 0.778% | |
5/7/2024 | Topel & Distasi Wealth Management LLC | 85,339 | $3.38M | 1.5% | +3.9% | 0.644% | |
5/6/2024 | Leuthold Group LLC | 405,920 | $16.09M | 1.8% | -6.6% | 3.064% | |
5/4/2024 | Vista Capital Partners Inc. | 5,272 | $209K | 0.0% | N/A | 0.040% | |
|
5/2/2024 | Clear Investment Research LLC | 933 | $37K | 0.0% | -51.5% | 0.007% | |
5/2/2024 | Family Firm Inc. | 193,763 | $7.68M | 1.9% | +30.9% | 1.462% | |
4/30/2024 | Commonwealth Equity Services LLC | 26,350 | $1.04M | 0.0% | -4.2% | 0.199% | |
4/29/2024 | RWA Wealth Partners LLC | 16,836 | $667K | 0.0% | -7.3% | 0.127% | |
4/26/2024 | Checchi Capital Advisers LLC | 699,192 | $27.71M | 2.2% | -2.4% | 5.277% | |
4/25/2024 | North Ridge Wealth Advisors Inc. | 116,130 | $4.60M | 3.6% | +6.3% | 0.876% | |
4/22/2024 | Towneley Capital Management Inc DE | 14,957 | $593K | 0.1% | -9.9% | 0.113% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 188,913 | $7.49M | 0.0% | +7.7% | 1.426% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 94,363 | $3.74M | 0.0% | N/A | 0.715% | |
4/15/2024 | Sovereign Financial Group Inc. | 8,175 | $324K | 0.1% | +8.2% | 0.062% | |
4/13/2024 | Columbus Macro LLC | 10,404 | $412K | 0.2% | -30.8% | 0.079% | |
4/10/2024 | Inscription Capital LLC | 294,514 | $11.69M | 4.0% | +50.3% | 2.231% | |
3/5/2024 | Fisher Asset Management LLC | 42,758 | $1.77M | 0.0% | N/A | 0.299% | |
2/13/2024 | Fairview Capital Investment Management LLC | 31,675 | $1.31M | 0.1% | +2.6% | 0.222% | |
2/13/2024 | Jones Financial Companies Lllp | 40,387 | $1.67M | 0.0% | -3.3% | 0.282% | |
2/12/2024 | Perella Weinberg Partners Capital Management LP | 77,718 | $3.21M | 0.3% | +8.6% | 0.543% | |
2/9/2024 | Congress Wealth Management LLC DE | 19,048 | $787K | 0.0% | +3.6% | 0.133% | |
2/9/2024 | Wells Fargo & Company MN | 203,863 | $8.43M | 0.0% | -2.1% | 1.426% | |
2/7/2024 | Checchi Capital Advisers LLC | 716,347 | $29.61M | 2.4% | +15.8% | 5.009% | |
2/7/2024 | Strategic Advocates LLC | 5,304 | $219K | 0.1% | -41.8% | 0.037% | |
2/6/2024 | Sovereign Financial Group Inc. | 7,553 | $312K | 0.1% | -20.9% | 0.053% | |
2/6/2024 | Leuthold Group LLC | 434,670 | $17.97M | 2.3% | +35.8% | 3.040% | |
2/6/2024 | Fisher Asset Management LLC | 40,720 | $1.68M | 0.0% | N/A | 0.285% | |
2/2/2024 | Red Lighthouse Investment Management LLC | 3,335 | $138K | 0.1% | +68.9% | 0.023% | |
2/2/2024 | Bank Julius Baer & Co. Ltd Zurich | 27,492 | $1.14M | 0.0% | +45.5% | 0.192% | |
2/1/2024 | RWA Wealth Partners LLC | 18,171 | $751K | 0.0% | N/A | 0.127% | |
2/1/2024 | OLD National Bancorp IN | 69,118 | $2.86M | 0.1% | N/A | 0.483% | |
2/1/2024 | CWM LLC | 3,392 | $140K | 0.0% | +285.0% | 0.024% | |
2/1/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 466,279 | $19.27M | 0.3% | +60.8% | 3.261% | |
1/31/2024 | Euro Pacific Asset Management LLC | 44,670 | $1.88M | 0.4% | -4.8% | 0.312% | |
1/29/2024 | AlphaQ Advisors LLC | 60,580 | $2.50M | 1.7% | +8.7% | 0.424% | |
1/29/2024 | Money Design Co. Ltd. | 366,714 | $15.16M | 0.9% | +5.3% | 2.564% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 175,433 | $7.25M | 0.0% | -1.9% | 1.227% | |
1/25/2024 | RFG Advisory LLC | 12,091 | $500K | 0.0% | N/A | 0.085% | |
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1/24/2024 | International Assets Investment Management LLC | 1,499 | $62K | 0.0% | N/A | 0.010% | |
1/23/2024 | Upper Left Wealth Management LLC | 14,617 | $604K | 0.6% | +39.6% | 0.102% | |
1/22/2024 | Wright Fund Management LLC | 223,700 | $9.25M | 0.5% | N/A | 1.564% | |
1/22/2024 | One Plus One Wealth Management LLC | 22,711 | $939K | 0.6% | -41.7% | 0.159% | |
1/19/2024 | Columbus Macro LLC | 15,029 | $618K | 0.2% | -13.1% | 0.105% | |
1/18/2024 | Inscription Capital LLC | 195,921 | $8.10M | 2.2% | -18.7% | 1.370% | |
1/18/2024 | North Ridge Wealth Advisors Inc. | 109,283 | $4.52M | 3.8% | +15.8% | 0.764% | |
1/18/2024 | First National Corp MA ADV | 5,138 | $212K | 0.1% | N/A | 0.036% | |
1/17/2024 | Towneley Capital Management Inc DE | 16,594 | $686K | 0.2% | N/A | 0.116% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 5,683 | $235K | 0.0% | -25.3% | 0.040% | |
1/16/2024 | Topel & Distasi Wealth Management LLC | 82,166 | $3.40M | 1.6% | +1.7% | 0.575% | |
1/16/2024 | HB Wealth Management LLC | 5,353 | $221K | 0.0% | N/A | 0.037% | |
1/12/2024 | Empirical Asset Management LLC | 21,071 | $871K | 0.7% | -4.5% | 0.147% | |
1/8/2024 | Pure Financial Advisors LLC | 7,350 | $304K | 0.0% | -14.5% | 0.051% | |
11/16/2023 | Creative Planning | 519,450 | $19.31M | 0.0% | +18.3% | 1.794% | |
11/16/2023 | Harbour Investments Inc. | 9,265 | $344K | 0.0% | -21.5% | 0.032% | |
11/15/2023 | The Manufacturers Life Insurance Company | 806,924 | $29.99M | 0.0% | -76.4% | 2.787% | |
11/13/2023 | Mariner LLC | 58,935 | $2.19M | 0.0% | -31.0% | 0.204% | |
11/13/2023 | Hsbc Holdings PLC | 56,281 | $2.09M | 0.0% | +75.4% | 0.194% | |
11/13/2023 | FMR LLC | 1,216,327 | $45.21M | 0.0% | +200.2% | 4.201% | |
11/13/2023 | Envestnet Asset Management Inc. | 124,292 | $4.62M | 0.0% | +12.5% | 0.429% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 14,921,371 | $554.63M | 1.5% | -12.6% | 51.542% | |
11/13/2023 | Checchi Capital Advisers LLC | 618,819 | $23.00M | 2.1% | +10.3% | 2.138% | |
11/13/2023 | Bank Julius Baer & Co. Ltd Zurich | 18,889 | $702K | 0.0% | -13.5% | 0.065% | |
11/9/2023 | UBS Group AG | 94,352 | $3.51M | 0.0% | -25.9% | 0.326% | |
11/8/2023 | Keybank National Association OH | 5,881 | $219K | 0.0% | -4.6% | 0.020% | |
11/7/2023 | Leuthold Group LLC | 320,079 | $11.90M | 1.7% | +25.0% | 1.106% | |
11/7/2023 | Topel & Distasi Wealth Management LLC | 80,773 | $3.00M | 1.6% | +5.1% | 0.279% | |
11/6/2023 | Euro Pacific Asset Management LLC | 46,946 | $1.77M | 0.4% | +7.5% | 0.162% | |
11/3/2023 | Sovereign Financial Group Inc. | 9,554 | $355K | 0.1% | +25.7% | 0.033% | |
10/31/2023 | Allworth Financial LP | 1,635 | $61K | 0.0% | -59.3% | 0.006% | |
10/30/2023 | Congress Wealth Management LLC DE | 18,381 | $683K | 0.0% | -7.0% | 0.063% | |
10/30/2023 | Sumitomo Mitsui DS Asset Management Company Ltd | 289,889 | $10.78M | 0.2% | +981.7% | 1.001% | |
10/30/2023 | Red Lighthouse Investment Management LLC | 1,975 | $73K | 0.0% | -67.9% | 0.007% | |
10/30/2023 | Money Design Co. Ltd. | 348,138 | $12.94M | 0.8% | +15.1% | 1.203% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 178,867 | $6.65M | 0.0% | -8.3% | 0.620% | |
10/27/2023 | Dunhill Financial LLC | 86,955 | $3.25M | 2.0% | +10.4% | 0.301% | |
10/27/2023 | AlphaQ Advisors LLC | 55,722 | $2.07M | 1.8% | +28.8% | 0.193% | |
10/25/2023 | Upper Left Wealth Management LLC | 10,474 | $389K | 0.4% | +3.0% | 0.036% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 7,608 | $283K | 0.0% | -14.0% | 0.026% | |
10/23/2023 | Commonwealth Equity Services LLC | 29,305 | $1.09M | 0.0% | -3.8% | 0.102% | |
10/20/2023 | North Ridge Wealth Advisors Inc. | 94,385 | $3.51M | 3.4% | +5.1% | 0.330% | |
10/20/2023 | Family Firm Inc. | 146,402 | $5.44M | 1.5% | +0.8% | 0.512% | |
10/17/2023 | Inscription Capital LLC | 241,074 | $8.96M | 2.9% | +1.0% | 0.888% | |
10/12/2023 | One Plus One Wealth Management LLC | 38,988 | $1.45M | 0.9% | +24.7% | 0.140% | |
10/11/2023 | Polaris Wealth Advisory Group LLC | 63,922 | $2.38M | 0.2% | -8.2% | 0.230% | |
10/11/2023 | AE Wealth Management LLC | 56,271 | $2.09M | 0.0% | +8.5% | 0.202% | |
8/24/2023 | ProVise Management Group LLC | 8,116 | $321K | 0.0% | -76.2% | 0.027% | |
8/23/2023 | Dunhill Financial LLC | 78,799 | $3.02M | 2.0% | N/A | 0.265% | |
8/11/2023 | The Manufacturers Life Insurance Company | 3,419,587 | $135.38M | 0.1% | +22.6% | 11.514% | |
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8/11/2023 | Hsbc Holdings PLC | 32,081 | $1.27M | 0.0% | -11.7% | 0.108% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 17,079,073 | $676.16M | 1.7% | +6.4% | 57.505% | |
8/10/2023 | Great West Life Assurance Co. Can | 121,492 | $4.82M | 0.0% | -6.7% | 0.409% | |
8/10/2023 | Moors & Cabot Inc. | 16,816 | $666K | 0.0% | +42.3% | 0.057% | |
8/10/2023 | Checchi Capital Advisers LLC | 560,904 | $22.21M | 2.0% | -5.6% | 1.889% | |
8/10/2023 | Meitav Investment House Ltd. | 1,364 | $54K | 0.0% | N/A | 0.005% | |
8/10/2023 | Cetera Investment Advisers | 8,864 | $351K | 0.0% | N/A | 0.030% | |
8/8/2023 | Leuthold Group LLC | 256,083 | $10.14M | 1.3% | -1.0% | 0.862% | |
8/8/2023 | Topel & Distasi Wealth Management LLC | 76,850 | $3.04M | 1.5% | +0.4% | 0.259% | |
8/7/2023 | Polaris Wealth Advisory Group LLC | 69,647 | $2.76M | 0.2% | -3.6% | 0.235% | |