7/16/2025 | ST Germain D J Co. Inc. | 13,496 | $402K | 0.0% | -4.9% | 0.073% | |
7/16/2025 | CX Institutional | 7,373 | $220K | 0.0% | -10.8% | 0.040% | |
7/15/2025 | EWG Elevate Inc. | 102,987 | $3.07M | 0.9% | -6.0% | 0.558% | |
7/14/2025 | Narus Financial Partners LLC | 7,177 | $214K | 0.1% | N/A | 0.039% | |
7/11/2025 | CX Institutional | 7,373 | $220K | 0.0% | -10.8% | 0.040% | |
7/10/2025 | Family Legacy Financial Solutions LLC | 1,891 | $56K | 0.0% | N/A | 0.010% | |
7/9/2025 | St. Louis Financial Planners Asset Management LLC | 21,485 | $640K | 0.5% | -50.5% | 0.116% | |
7/9/2025 | Lifestyle Asset Management Inc. | 33,543 | $999K | 0.5% | N/A | 0.182% | |
6/27/2025 | Goldman Sachs Group Inc. | 268,212 | $7.35M | 0.0% | +393.2% | 1.979% | |
5/19/2025 | Jane Street Group LLC | 23,312 | $639K | 0.0% | +126.6% | 0.173% | |
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5/16/2025 | Great Lakes Advisors LLC | 8,684 | $238K | 0.0% | -93.9% | 0.064% | |
5/16/2025 | Goldman Sachs Group Inc. | 268,212 | $7.35M | 0.0% | +393.2% | 1.987% | |
5/16/2025 | Jones Financial Companies Lllp | 56,072 | $1.54M | 0.0% | +461.8% | 0.415% | |
5/16/2025 | Pinnacle Family Advisors LLC | 110,993 | $3.04M | 1.7% | -2.7% | 0.822% | |
5/15/2025 | Royal Bank of Canada | 165,327 | $4.53M | 0.0% | +4.7% | 1.225% | |
5/14/2025 | Comerica Bank | 18,343 | $502K | 0.0% | +490.0% | 0.136% | |
5/13/2025 | Freestone Capital Holdings LLC | 8,173 | $224K | 0.0% | -6.5% | 0.061% | |
5/13/2025 | Raymond James Financial Inc. | 371,498 | $10.18M | 0.0% | -41.3% | 2.752% | |
5/13/2025 | HighTower Advisors LLC | 39,172 | $1.07M | 0.0% | -63.7% | 0.290% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 22,607 | $621K | 0.0% | +15.1% | 0.167% | |
5/12/2025 | Strengthening Families & Communities LLC | 7,276 | $199K | 0.1% | +1,520.5% | 0.054% | |
5/12/2025 | FSA Wealth Partners Inc. | 29,627 | $811K | 0.3% | N/A | 0.219% | |
5/12/2025 | National Bank of Canada FI | 87,327 | $2.39M | 0.0% | -0.4% | 0.647% | |
5/12/2025 | Citigroup Inc. | 967,313 | $26.50M | 0.0% | -41.1% | 7.165% | |
5/9/2025 | MGB Wealth Management LLC | 9,920 | $271K | 0.1% | N/A | 0.073% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,722 | $47K | 0.0% | -22.5% | 0.013% | |
5/8/2025 | Baker Avenue Asset Management LP | 122,210 | $3.35M | 0.1% | N/A | 0.905% | |
5/8/2025 | Harbour Investments Inc. | 7,892 | $216K | 0.0% | -77.1% | 0.058% | |
5/7/2025 | LPL Financial LLC | 336,208 | $9.21M | 0.0% | -23.8% | 2.490% | |
5/7/2025 | Second Half Financial Partners LLC | 83,213 | $2.28M | 1.1% | +1,000.7% | 0.616% | |
5/6/2025 | Cetera Investment Advisers | 23,782 | $651K | 0.0% | -84.9% | 0.176% | |
5/6/2025 | AE Wealth Management LLC | 129,620 | $3.55M | 0.0% | -54.3% | 0.960% | |
5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 22,733 | $623K | 0.1% | -1.8% | 0.172% | |
5/1/2025 | CWM LLC | 2,074 | $57K | 0.0% | -19.7% | 0.016% | |
5/1/2025 | Nikulski Financial Inc. | 27,331 | $749K | 0.2% | N/A | 0.207% | |
5/1/2025 | Family Firm Inc. | 14,384 | $394K | 0.1% | -16.0% | 0.109% | |
5/1/2025 | Kesler Norman & Wride LLC | 15,272 | $418K | 0.1% | N/A | 0.116% | |
5/1/2025 | WESPAC Advisors LLC | 37,238 | $1.02M | 0.8% | -29.5% | 0.282% | |
5/1/2025 | Croban | 75,180 | $2.06M | 1.9% | N/A | 0.570% | |
4/30/2025 | Stratos Wealth Advisors LLC | 8,705 | $238K | 0.0% | -8.0% | 0.066% | |
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4/30/2025 | Stratos Investment Management LLC | 8,592 | $235K | 0.0% | N/A | 0.065% | |
4/30/2025 | Alpha Cubed Investments LLC | 12,934 | $354K | 0.0% | -30.4% | 0.098% | |
4/29/2025 | Envestnet Asset Management Inc. | 98,163 | $2.69M | 0.0% | -3.4% | 0.744% | |
4/29/2025 | Summit Financial Consulting LLC | 223,389 | $6.12M | 5.7% | N/A | 1.692% | |
4/28/2025 | DAVENPORT & Co LLC | 11,216 | $307K | 0.0% | -20.7% | 0.085% | |
4/25/2025 | Koshinski Asset Management Inc. | 25,966 | $711K | 0.1% | -2.0% | 0.197% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 1,600 | $44K | 0.0% | N/A | 0.012% | |
4/24/2025 | Trust Co. of Vermont | 1,320 | $36K | 0.0% | N/A | 0.010% | |
4/23/2025 | Oppenheimer & Co. Inc. | 21,292 | $583K | 0.0% | N/A | 0.161% | |
4/22/2025 | Buck Wealth Strategies LLC | 23,259 | $637K | 0.1% | N/A | 0.176% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 11,602 | $318K | 0.0% | N/A | 0.088% | |
4/17/2025 | Advanced Asset Management Advisors Inc | 7,791 | $213K | 0.1% | -9.5% | 0.059% | |
4/17/2025 | Sound Income Strategies LLC | 1,187 | $33K | 0.0% | N/A | 0.009% | |
4/14/2025 | Capital Investment Advisors LLC | 10,891 | $298K | 0.0% | -7.7% | 0.083% | |
4/10/2025 | Retirement Planning Group LLC | 38,671 | $1.06M | 0.0% | +82.8% | 0.245% | |
4/10/2025 | Lakeshore Capital Group Inc. | 32,988 | $904K | 0.9% | -3.8% | 0.209% | |
4/10/2025 | EWG Elevate Inc. | 109,540 | $3M | 1.1% | +12.0% | 0.693% | |
4/9/2025 | HBW Advisory Services LLC | 7,823 | $214K | 0.0% | N/A | 0.050% | |
4/8/2025 | St. Louis Financial Planners Asset Management LLC | 43,434 | $1.19M | 0.9% | N/A | 0.275% | |
4/3/2025 | First Citizens Financial Corp | 10,650 | $292K | 0.2% | -9.7% | 0.067% | |
3/24/2025 | Fulcrum Equity Management | 8,495 | $228K | 0.2% | N/A | 0.041% | |
2/26/2025 | Lakeshore Capital Group Inc. | 34,308 | $920K | 1.4% | N/A | 0.172% | |
2/25/2025 | Integrated Advisors Network LLC | 51,884 | $1.39M | 0.1% | N/A | 0.261% | |
2/18/2025 | Retirement Planning Group LLC | 21,160 | $568K | 0.0% | +4.3% | 0.211% | |
2/18/2025 | Pinkerton Retirement Specialists LLC | 440,603 | $11.82M | 1.7% | N/A | 4.384% | |
2/18/2025 | First Heartland Consultants Inc. | 30,100 | $808K | 0.1% | N/A | 0.300% | |
2/18/2025 | Vanguard Capital Wealth Advisors | 19,893 | $534K | 0.6% | -35.4% | 0.198% | |
2/17/2025 | Stonebrook Private Inc. | 9,585 | $257K | 0.1% | N/A | 0.095% | |
2/17/2025 | Snowden Capital Advisors LLC | 20,276 | $544K | 0.0% | -4.2% | 0.202% | |
2/17/2025 | CoreCap Advisors LLC | 153,476 | $4.12M | 0.2% | +4,287.5% | 1.527% | |
2/17/2025 | Cetera Investment Advisers | 157,370 | $4.22M | 0.0% | +726.3% | 1.566% | |
2/17/2025 | Captrust Financial Advisors | 88,426 | $2.37M | 0.0% | -0.6% | 0.880% | |
2/17/2025 | Bank of America Corp DE | 345,161 | $9.26M | 0.0% | -10.6% | 3.434% | |
2/17/2025 | BNP Paribas Financial Markets | 120,558 | $3.24M | 0.0% | +4,865.3% | 1.200% | |
2/17/2025 | Ameriprise Financial Inc. | 89,427 | $2.40M | 0.0% | +461.6% | 0.890% | |
2/14/2025 | Jane Street Group LLC | 10,289 | $276K | 0.0% | N/A | 0.102% | |
2/14/2025 | Second Half Financial Partners LLC | 7,560 | $203K | 0.1% | N/A | 0.075% | |
2/14/2025 | Capital Analysts LLC | 3,215 | $86K | 0.0% | N/A | 0.032% | |
2/14/2025 | Three Seasons Wealth LLC | 228,393 | $6.13M | 3.0% | N/A | 2.273% | |
2/14/2025 | OneDigital Investment Advisors LLC | 7,702 | $207K | 0.0% | -56.4% | 0.077% | |
2/14/2025 | Optivise Advisory Services LLC | 52,916 | $1.42M | 0.8% | N/A | 0.527% | |
2/14/2025 | Tower Research Capital LLC TRC | 2,507 | $67K | 0.0% | -87.4% | 0.025% | |
2/13/2025 | Marshall Wace LLP | 84,257 | $2.26M | 0.0% | N/A | 0.838% | |
2/13/2025 | Barclays PLC | 750,650 | $20.14M | 0.0% | +50.1% | 7.469% | |
2/13/2025 | Townsquare Capital LLC | 357,763 | $9.60M | 0.1% | N/A | 3.560% | |
2/13/2025 | Rockefeller Capital Management L.P. | 24,551 | $659K | 0.0% | +36.2% | 0.244% | |
2/13/2025 | Raymond James Financial Inc. | 633,009 | $16.98M | 0.0% | N/A | 6.299% | |
2/13/2025 | Advisory Services Network LLC | 123,023 | $3.30M | 0.1% | +2.9% | 1.224% | |
2/13/2025 | Renaissance Technologies LLC | 92,500 | $2.48M | 0.0% | N/A | 0.920% | |
2/13/2025 | Bank of Montreal Can | 122,496 | $3.29M | 0.0% | -1.1% | 1.219% | |
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2/13/2025 | Envestnet Asset Management Inc. | 101,580 | $2.73M | 0.0% | +463.2% | 1.011% | |
2/13/2025 | Wells Fargo & Company MN | 258,412 | $6.93M | 0.0% | +16.8% | 2.571% | |
2/12/2025 | StoneX Group Inc. | 24,546 | $659K | 0.0% | N/A | 0.244% | |
2/12/2025 | National Bank of Canada FI | 87,699 | $2.35M | 0.0% | -1.0% | 0.873% | |
2/12/2025 | Orion Portfolio Solutions LLC | 376,467 | $10.10M | 0.1% | -3.3% | 3.746% | |
2/12/2025 | JPMorgan Chase & Co. | 85,861 | $2.30M | 0.0% | +16.0% | 0.854% | |
2/11/2025 | LPL Financial LLC | 441,129 | $11.84M | 0.0% | +675.8% | 4.389% | |
2/10/2025 | Tocqueville Asset Management L.P. | 52,019 | $1.40M | 0.0% | N/A | 0.518% | |
2/10/2025 | Harbour Investments Inc. | 34,535 | $927K | 0.0% | N/A | 0.344% | |
2/10/2025 | Corient Private Wealth LLC | 37,076 | $995K | 0.0% | +4.7% | 0.369% | |