7/25/2025 | Atria Wealth Solutions Inc. | 18,722 | $1.11M | 0.0% | +16.7% | 0.014% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 14,905 | $886K | 0.0% | -41.0% | 0.011% | |
7/25/2025 | Endowment Wealth Management Inc. | 32,430 | $1.93M | 1.0% | -3.4% | 0.024% | |
7/25/2025 | Sequoia Financial Advisors LLC | 20,852 | $1.24M | 0.0% | +88.9% | 0.015% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 2,131,336 | $126.71M | 0.2% | +18.9% | 1.561% | |
7/25/2025 | CWM LLC | 516 | $31K | 0.0% | +49.1% | 0.000% | |
7/25/2025 | Apollon Wealth Management LLC | 24,147 | $1.44M | 0.0% | +389.3% | 0.018% | |
7/24/2025 | Lmcg Investments LLC | 223,533 | $13.29M | 0.8% | +43.7% | 0.164% | |
7/24/2025 | Acima Private Wealth LLC | 105,632 | $6.28M | 2.1% | -2.7% | 0.077% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 3,723 | $221K | 0.0% | N/A | 0.003% | |
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7/24/2025 | Blair William & Co. IL | 2,581 | $153K | 0.0% | -18.3% | 0.002% | |
7/23/2025 | Columbus Macro LLC | 30,726 | $1.83M | 0.2% | -3.4% | 0.023% | |
7/23/2025 | Vontobel Holding Ltd. | 423,182 | $25.16M | 0.1% | -2.3% | 0.310% | |
7/22/2025 | Brown Miller Wealth Management LLC | 7,446 | $443K | 0.1% | N/A | 0.005% | |
7/21/2025 | Wallington Asset Management LLC | 231,980 | $13.79M | 1.9% | N/A | 0.170% | |
7/21/2025 | Matauro LLC | 793,538 | $47.18M | 8.9% | +241.0% | 0.581% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 475,900 | $28.29M | 0.1% | N/A | 0.349% | |
7/18/2025 | Warren Street Wealth Advisors LLC | 3,763 | $224K | 0.1% | N/A | 0.003% | |
7/18/2025 | Brueske Advisory Services LLC | 3,844 | $229K | 0.2% | N/A | 0.003% | |
7/18/2025 | Truist Financial Corp | 16,832 | $1.00M | 0.0% | +31.9% | 0.012% | |
7/17/2025 | BFI Infinity Ltd. | 61,235 | $3.64M | 3.0% | +231.8% | 0.045% | |
7/17/2025 | Smith Anglin Financial LLC | 8,918 | $530K | 0.0% | +2.1% | 0.007% | |
7/17/2025 | Moss Adams Wealth Advisors LLC | 5,625 | $334K | 0.0% | N/A | 0.004% | |
7/17/2025 | Avior Wealth Management LLC | 223,152 | $13.27M | 0.5% | +124.8% | 0.163% | |
7/16/2025 | ORG Partners LLC | 31,790 | $1.89M | 0.4% | +4.3% | 0.023% | |
7/16/2025 | Beaumont Financial Advisors LLC | 7,424 | $441K | 0.0% | -2.4% | 0.005% | |
7/16/2025 | Dakota Wealth Management | 179,490 | $10.67M | 0.2% | N/A | 0.131% | |
7/16/2025 | Magnus Financial Group LLC | 6,617 | $393K | 0.0% | +58.1% | 0.005% | |
7/15/2025 | EWG Elevate Inc. | 18,957 | $1.13M | 0.3% | +2.6% | 0.014% | |
7/15/2025 | Financial Management Professionals Inc. | 21,174 | $1.26M | 0.1% | N/A | 0.016% | |
7/15/2025 | Compagnie Lombard Odier SCmA | 95,531 | $5.68M | 0.1% | +16.4% | 0.070% | |
7/15/2025 | Pictet North America Advisors SA | 66,393 | $3.95M | 0.4% | +6.7% | 0.049% | |
7/14/2025 | Gries Financial LLC | 30,204 | $1.80M | 0.3% | N/A | 0.022% | |
7/14/2025 | Caitlin John LLC | 33,741 | $2.01M | 1.8% | +139.9% | 0.025% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 3,972 | $236K | 0.0% | N/A | 0.003% | |
7/14/2025 | Park Avenue Securities LLC | 14,705 | $874K | 0.0% | -35.4% | 0.011% | |
7/11/2025 | Arrow Investment Advisors LLC | 67,636 | $4.02M | 3.4% | N/A | 0.050% | |
7/11/2025 | Farther Finance Advisors LLC | 11,921 | $709K | 0.0% | -41.5% | 0.009% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 16,690,179 | $992.23M | 0.1% | N/A | 12.227% | |
7/11/2025 | Grove Bank & Trust | 601 | $36K | 0.0% | N/A | 0.000% | |
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7/10/2025 | Contravisory Investment Management Inc. | 18,232 | $1.08M | 0.2% | +5.2% | 0.013% | |
7/10/2025 | Polianta Ltd | 230,800 | $13.72M | 5.9% | N/A | 0.169% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 37,302 | $2.22M | 0.0% | +3.8% | 0.027% | |
7/10/2025 | HWG Holdings LP | 9,762 | $580K | 0.2% | N/A | 0.007% | |
7/10/2025 | Jackson Square Capital LLC | 8,672 | $516K | 0.1% | +93.5% | 0.006% | |
7/9/2025 | Finley Financial LLC | 77,552 | $4.61M | 2.3% | +3.7% | 0.057% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 42,873 | $2.55M | 0.1% | +40.3% | 0.031% | |
7/8/2025 | Parallel Advisors LLC | 3,594 | $214K | 0.0% | -10.0% | 0.003% | |
7/7/2025 | Upper Left Wealth Management LLC | 9,708 | $577K | 0.4% | +8.3% | 0.007% | |
5/20/2025 | Focus Partners Wealth | 5,774 | $307K | 0.0% | +4.3% | 0.004% | |
5/19/2025 | Jane Street Group LLC | 1,390,111 | $74.02M | 0.0% | +18,275.6% | 1.038% | |
5/16/2025 | Goldman Sachs Group Inc. | 11,179,874 | $595.33M | 0.1% | -1.0% | 8.349% | |
5/16/2025 | Naman Capital Ltda | 451,750 | $24.06M | 9.4% | N/A | 0.267% | |
5/16/2025 | NewEdge Advisors LLC | 24,053 | $1.28M | 0.0% | +240.9% | 0.014% | |
5/16/2025 | Millennium Management LLC | 135,764 | $7.23M | 0.0% | N/A | 0.080% | |
5/16/2025 | Hancock Whitney Corp | 79,280 | $4.22M | 0.1% | +4.4% | 0.047% | |
5/16/2025 | Clark Capital Management Group Inc. | 57,628 | $3.07M | 0.0% | N/A | 0.034% | |
5/16/2025 | Amundi | 11,465 | $606K | 0.0% | N/A | 0.007% | |
5/16/2025 | 1607 Capital Partners LLC | 806,641 | $42.95M | 3.5% | +41.3% | 0.478% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 101,229 | $5.39M | 0.0% | -0.3% | 0.060% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 5,526 | $294K | 0.0% | N/A | 0.003% | |
5/15/2025 | Royal Bank of Canada | 678,135 | $36.11M | 0.0% | +9.6% | 0.402% | |
5/14/2025 | Transamerica Financial Advisors LLC | 31,150 | $1.66M | 0.2% | +29.3% | 0.018% | |
5/14/2025 | Jane Street Group LLC | 1,390,111 | $74.02M | 0.0% | +18,275.6% | 0.823% | |
5/14/2025 | CSM Advisors LLC | 1,441,200 | $76.74M | 4.2% | +35.6% | 0.853% | |
5/14/2025 | Comerica Bank | 20,798 | $1.11M | 0.0% | +0.8% | 0.012% | |
5/14/2025 | Quantitative Investment Management LLC | 14,274 | $760K | 0.1% | N/A | 0.008% | |
5/14/2025 | B&D White Capital Company LLC | 152,654 | $8.13M | 1.2% | N/A | 0.090% | |
5/14/2025 | Caitlin John LLC | 14,062 | $749K | 0.7% | N/A | 0.008% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 42,290,494 | $2.25B | 1.8% | +2.8% | 25.039% | |
5/14/2025 | Compound Planning Inc. | 3,994 | $213K | 0.0% | N/A | 0.002% | |
5/14/2025 | CW Advisors LLC | 604,551 | $32.19M | 0.4% | -0.7% | 0.358% | |
5/14/2025 | Flow Traders U.S. LLC | 14,785 | $787K | 0.0% | N/A | 0.009% | |
5/14/2025 | PGIM Custom Harvest LLC | 392,794 | $20.92M | 0.5% | +4.1% | 0.233% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 77,785 | $4.15M | 0.0% | -12.1% | 0.046% | |
5/14/2025 | Nan Shan Life Insurance Co. Ltd. | 163,000 | $8.68M | 0.2% | N/A | 0.097% | |
5/14/2025 | Hsbc Holdings PLC | 37,417 | $1.99M | 0.0% | -8.5% | 0.022% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 99,295 | $5.29M | 0.0% | +1,911.2% | 0.059% | |
5/13/2025 | Raymond James Financial Inc. | 121,459 | $6.47M | 0.0% | +40.4% | 0.072% | |
5/13/2025 | Finley Financial LLC | 74,797 | $4.18M | 2.3% | +3.1% | 0.044% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 504,169 | $26.85M | 0.1% | +306.3% | 0.299% | |
5/13/2025 | Russell Investments Group Ltd. | 4,486 | $239K | 0.0% | +59.7% | 0.003% | |
5/13/2025 | Rathbones Group PLC | 63,413 | $3.38M | 0.0% | +35.4% | 0.038% | |
5/13/2025 | Bulltick Wealth Management LLC | 206,252 | $10.98M | 2.9% | +9.1% | 0.122% | |
5/13/2025 | HighTower Advisors LLC | 67,937 | $3.62M | 0.0% | +225.6% | 0.040% | |
5/12/2025 | Meridian Wealth Management LLC | 8,725 | $465K | 0.0% | -14.5% | 0.005% | |
5/12/2025 | National Bank of Canada FI | 130,497 | $6.95M | 0.0% | +8.7% | 0.077% | |
5/12/2025 | Citigroup Inc. | 151,870 | $8.09M | 0.0% | -1.1% | 0.090% | |
5/12/2025 | WBH Advisory Inc. | 8,853 | $471K | 0.0% | +14.0% | 0.005% | |
5/9/2025 | Headlands Technologies LLC | 3,485 | $186K | 0.0% | +276.3% | 0.002% | |
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5/9/2025 | Evolution Wealth Advisors LLC | 7,875 | $419K | 0.1% | -2.6% | 0.005% | |
5/9/2025 | Goldman Sachs Group Inc. | 11,179,874 | $595.33M | 0.1% | -1.0% | 6.619% | |
5/9/2025 | Legacy Capital Group California Inc. | 17,159 | $914K | 0.3% | +3.7% | 0.010% | |
5/9/2025 | Endowment Wealth Management Inc. | 33,561 | $1.79M | 1.1% | -2.5% | 0.020% | |
5/9/2025 | Acima Private Wealth LLC | 108,549 | $5.78M | 2.1% | -38.9% | 0.064% | |
5/9/2025 | Atria Wealth Solutions Inc. | 16,042 | $854K | 0.0% | +33.9% | 0.009% | |
5/9/2025 | Allianz SE | 937,050 | $49.90M | 1.3% | +0.9% | 0.555% | |
5/9/2025 | Blair William & Co. IL | 3,161 | $168K | 0.0% | -5.3% | 0.002% | |
5/9/2025 | Scotia Capital Inc. | 152,491 | $8.12M | 0.0% | +29.9% | 0.090% | |
5/9/2025 | Bank of Nova Scotia | 8,576 | $457K | 0.0% | -15.0% | 0.005% | |