8/15/2025 | TLT Family Holdco ULC | 139,000 | $15.74M | 1.2% | N/A | 0.236% | |
8/15/2025 | Corient Private Wealth LLC | 12,490 | $1.41M | 0.0% | -3.0% | 0.021% | |
8/15/2025 | Two Sigma Securities LLC | 6,277 | $711K | 0.1% | -41.0% | 0.011% | |
8/15/2025 | Smartleaf Asset Management LLC | 325 | $37K | 0.0% | +69.3% | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 194,672 | $22.04M | 0.2% | +1,194.2% | 0.330% | |
8/15/2025 | MML Investors Services LLC | 59,887 | $6.78M | 0.0% | -0.8% | 0.102% | |
8/15/2025 | Great Valley Advisor Group Inc. | 7,223 | $818K | 0.0% | -4.6% | 0.012% | |
8/15/2025 | EP Wealth Advisors LLC | 25,019 | $2.83M | 0.0% | -1.8% | 0.042% | |
8/15/2025 | BNP Paribas Financial Markets | 257,223 | $29.12M | 0.0% | -78.8% | 0.436% | |
8/15/2025 | Bank of America Corp DE | 1,751,866 | $198.33M | 0.0% | -4.4% | 2.972% | |
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8/15/2025 | Ameriprise Financial Inc. | 124,480 | $14.09M | 0.0% | +1.3% | 0.211% | |
8/14/2025 | Jane Street Group LLC | 5,020 | $568K | 0.0% | N/A | 0.009% | |
8/14/2025 | Ausdal Financial Partners Inc. | 7,166 | $811K | 0.1% | -1.3% | 0.012% | |
8/14/2025 | NCM Capital Management LLC | 13,142 | $1.49M | 0.6% | +3.3% | 0.022% | |
8/14/2025 | Raymond James Financial Inc. | 231,988 | $26.26M | 0.0% | -13.6% | 0.394% | |
8/14/2025 | Lavaca Capital LLC | 1,101 | $125K | 0.0% | -28.7% | 0.002% | |
8/14/2025 | Becker Capital Management Inc. | 2,572 | $291K | 0.0% | N/A | 0.004% | |
8/14/2025 | NewEdge Advisors LLC | 9,854 | $1.12M | 0.0% | -3.4% | 0.017% | |
8/14/2025 | CoreFirst Bank & Trust | 802 | $91K | 0.1% | N/A | 0.001% | |
8/14/2025 | SVB Wealth LLC | 47,935 | $5.43M | 0.3% | -31.7% | 0.081% | |
8/14/2025 | Cary Street Partners Financial LLC | 5,131 | $581K | 0.0% | -13.9% | 0.009% | |
8/14/2025 | Cerity Partners LLC | 67,429 | $7.63M | 0.0% | -91.2% | 0.114% | |
8/13/2025 | Financial & Tax Architects LLC | 18,060 | $2.05M | 0.5% | -3.9% | 0.031% | |
8/13/2025 | Flow Traders U.S. LLC | 24,204 | $2.74M | 0.1% | +34.2% | 0.041% | |
8/13/2025 | Cresset Asset Management LLC | 97,003 | $10.98M | 0.0% | -0.2% | 0.165% | |
8/13/2025 | Baird Financial Group Inc. | 16,766 | $1.90M | 0.0% | -1.5% | 0.028% | |
8/13/2025 | CW Advisors LLC | 156,489 | $17.72M | 0.2% | N/A | 0.265% | |
8/13/2025 | M&T Bank Corp | 450,119 | $50.96M | 0.2% | -19.0% | 0.764% | |
8/13/2025 | Lido Advisors LLC | 23,750 | $2.69M | 0.0% | -14.3% | 0.040% | |
8/13/2025 | Meridian Wealth Partners LLC | 175,147 | $19.83M | 2.9% | +3.8% | 0.297% | |
8/13/2025 | Level Four Advisory Services LLC | 2,321 | $263K | 0.0% | -20.1% | 0.004% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 21,582,330 | $2.44B | 1.8% | +4.4% | 36.611% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 3,673 | $416K | 0.0% | N/A | 0.006% | |
8/13/2025 | Choreo LLC | 4,117 | $466K | 0.0% | -22.0% | 0.007% | |
8/13/2025 | Russell Investments Group Ltd. | 6,635 | $751K | 0.0% | +18.8% | 0.011% | |
8/12/2025 | J.W. Cole Advisors Inc. | 2,475 | $280K | 0.0% | N/A | 0.004% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 61,130 | $6.92M | 0.1% | -23.0% | 0.104% | |
8/12/2025 | CreativeOne Wealth LLC | 10,832 | $1.23M | 0.0% | +5.3% | 0.018% | |
8/12/2025 | Global Retirement Partners LLC | 4,706 | $533K | 0.0% | N/A | 0.008% | |
8/12/2025 | Jefferies Financial Group Inc. | 20,000 | $2.26M | 0.0% | -72.2% | 0.034% | |
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8/12/2025 | Soundwatch Capital LLC | 295,080 | $33.41M | 0.2% | N/A | 0.501% | |
8/12/2025 | Guerra Pan Advisors LLC | 3,994 | $452K | 0.3% | -3.2% | 0.007% | |
8/12/2025 | Rhumbline Advisers | 5,398 | $611K | 0.0% | -59.1% | 0.009% | |
8/12/2025 | Journey Strategic Wealth LLC | 10,204 | $1.16M | 0.0% | -33.0% | 0.017% | |
8/12/2025 | MAI Capital Management | 1,544 | $175K | 0.0% | -9.1% | 0.003% | |
8/12/2025 | JPMorgan Chase & Co. | 392,213 | $44.40M | 0.0% | -4.5% | 0.665% | |
8/12/2025 | Bank Julius Baer & Co. Ltd Zurich | 17,840 | $2.02M | 0.0% | -41.0% | 0.030% | |
8/12/2025 | Prudential PLC | 14,435 | $1.63M | 0.0% | +59.6% | 0.024% | |
8/12/2025 | EFG Asset Management Americas Corp. | 73,538 | $8.33M | 1.5% | +106.5% | 0.125% | |
8/11/2025 | Greykasell Wealth Strategies Inc. | 1,933 | $219K | 0.1% | -18.3% | 0.003% | |
8/11/2025 | Intrust Bank NA | 260,570 | $29.50M | 2.6% | +4.4% | 0.442% | |
8/8/2025 | Cetera Investment Advisers | 54,813 | $6.21M | 0.0% | -26.8% | 0.093% | |
8/8/2025 | Creative Planning | 13,837 | $1.57M | 0.0% | +11.7% | 0.023% | |
8/8/2025 | Meridian Wealth Management LLC | 6,064 | $686K | 0.0% | -12.9% | 0.010% | |
8/8/2025 | Foundations Investment Advisors LLC | 21,987 | $2.49M | 0.0% | +8.4% | 0.037% | |
8/8/2025 | CFO4Life Group LLC | 69,402 | $7.86M | 1.2% | -8.3% | 0.118% | |
8/8/2025 | Clearstead Trust LLC | 780 | $88K | 0.0% | N/A | 0.001% | |
8/8/2025 | PNC Financial Services Group Inc. | 571,846 | $64.74M | 0.0% | -1.9% | 0.970% | |
8/8/2025 | Apex Wealth Management LLC | 19,355 | $2.19M | 1.8% | +3.4% | 0.033% | |
8/7/2025 | Addison Advisors LLC | 118,120 | $13.37M | 3.3% | -0.6% | 0.200% | |
8/7/2025 | PFG Advisors | 7,381 | $836K | 0.0% | -6.2% | 0.013% | |
8/7/2025 | FDx Advisors Inc. | 16,240 | $1.84M | 0.6% | -41.1% | 0.028% | |
8/6/2025 | Cannon Financial Strategists Inc. | 19,326 | $2.19M | 0.3% | -29.2% | 0.033% | |
8/6/2025 | AE Wealth Management LLC | 2,152 | $244K | 0.0% | -20.0% | 0.004% | |
8/6/2025 | Sage Advisory Services Ltd.Co. | 32,128 | $3.64M | 2.0% | -37.0% | 0.055% | |
8/6/2025 | Savant Capital LLC | 29,672 | $3.36M | 0.0% | -6.4% | 0.050% | |
8/6/2025 | Golden State Wealth Management LLC | 2,576 | $292K | 0.0% | +24.1% | 0.004% | |
8/6/2025 | Summit Wealth Group LLC | 15,253 | $1.73M | 0.4% | -63.9% | 0.026% | |
8/5/2025 | Mason Investment Advisory Services Inc. | 4,664,066 | $528.02M | 28.8% | +1.0% | 7.912% | |
8/5/2025 | Magnolia Capital Advisors LLC | 23,187 | $2.63M | 0.7% | +46.6% | 0.039% | |
8/5/2025 | Bank of New York Mellon Corp | 69,905 | $7.91M | 0.0% | -64.2% | 0.119% | |
8/5/2025 | Sigma Planning Corp | 3,140 | $355K | 0.0% | +9.0% | 0.005% | |
8/5/2025 | State of Michigan Retirement System | 566,800 | $64.17M | 0.3% | +27.1% | 0.961% | |
8/4/2025 | Simon Quick Advisors LLC | 16,494 | $1.87M | 0.1% | -4.4% | 0.028% | |
8/4/2025 | Atria Investments Inc | 7,003 | $793K | 0.0% | +4.3% | 0.012% | |
8/4/2025 | Assetmark Inc. | 15,353 | $1.74M | 0.0% | -27.3% | 0.026% | |
8/4/2025 | Keybank National Association OH | 10,048 | $1.14M | 0.0% | -9.2% | 0.017% | |
8/4/2025 | Spire Wealth Management | 396 | $45K | 0.0% | -88.7% | 0.001% | |
8/4/2025 | Daymark Wealth Partners LLC | 1,838 | $208K | 0.0% | N/A | 0.003% | |
8/4/2025 | Mayflower Financial Advisors LLC | 3,669 | $415K | 0.1% | -24.9% | 0.006% | |
8/1/2025 | JDH Wealth Management LLC | 17,838 | $2.02M | 1.5% | +12.3% | 0.030% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 4,473 | $506K | 0.0% | N/A | 0.008% | |
8/1/2025 | Bessemer Group Inc. | 2,180 | $247K | 0.0% | -23.6% | 0.004% | |
8/1/2025 | First Command Advisory Services Inc. | 710 | $80K | 0.0% | -32.1% | 0.001% | |
8/1/2025 | MorganRosel Wealth Management LLC | 17,626 | $2.00M | 0.5% | +7.2% | 0.030% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,397,313 | $158.19M | 0.0% | -5.8% | 2.370% | |
7/31/2025 | Darden Wealth Group Inc | 6,179 | $700K | 0.4% | -9.1% | 0.010% | |
7/31/2025 | Interchange Capital Partners LLC | 38,647 | $4.38M | 1.0% | +0.7% | 0.066% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 56,327 | $6.38M | 0.1% | +116.1% | 0.096% | |
7/31/2025 | Carrera Capital Advisors | 4,812 | $545K | 0.1% | -20.0% | 0.008% | |
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7/30/2025 | First Citizens Bank & Trust Co. | 4,710 | $533K | 0.0% | -18.3% | 0.008% | |
7/30/2025 | Bleakley Financial Group LLC | 16,884 | $1.91M | 0.0% | -5.1% | 0.029% | |
7/30/2025 | Brookstone Capital Management | 4,559 | $516K | 0.0% | +52.3% | 0.008% | |
7/30/2025 | Matson Money. Inc. | 2,601,261 | $294.49M | 10.2% | -3.1% | 4.413% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 190,257 | $21.54M | 0.9% | +3.4% | 0.323% | |
7/29/2025 | FLC Capital Advisors | 3,426 | $388K | 0.1% | -23.6% | 0.006% | |
7/29/2025 | Chicago Partners Investment Group LLC | 6,088 | $709K | 0.0% | -20.6% | 0.010% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 5,090 | $576K | 0.0% | -12.2% | 0.009% | |
7/29/2025 | Private Trust Co. NA | 643 | $73K | 0.0% | -32.9% | 0.001% | |
7/28/2025 | WealthPlan Investment Management LLC | 1,949 | $221K | 0.0% | N/A | 0.003% | |