5/9/2025 | Blue Sky Capital Consultants Group Inc. | 131,091 | $3.61M | 2.4% | +1.9% | 1.411% | |
5/9/2025 | Scotia Capital Inc. | 148,611 | $4.10M | 0.0% | +6.7% | 1.600% | |
5/8/2025 | US Bancorp DE | 2,115 | $58K | 0.0% | -14.5% | 0.023% | |
5/8/2025 | Harbour Investments Inc. | 2,807 | $77K | 0.0% | -11.1% | 0.030% | |
5/7/2025 | LPL Financial LLC | 233,801 | $6.44M | 0.0% | +27.9% | 2.517% | |
5/7/2025 | Accretive Wealth Partners LLC | 7,200 | $204K | 0.1% | N/A | 0.078% | |
5/6/2025 | Cetera Investment Advisers | 59,702 | $1.65M | 0.0% | +41.7% | 0.643% | |
5/2/2025 | Wealthfront Advisers LLC | 15,056 | $415K | 0.0% | -19.4% | 0.162% | |
4/30/2025 | Stratos Wealth Partners LTD. | 14,669 | $404K | 0.0% | -7.8% | 0.158% | |
4/29/2025 | Envestnet Asset Management Inc. | 59,371 | $1.64M | 0.0% | +48.1% | 0.639% | |
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4/25/2025 | Advisors Management Group Inc. ADV | 13,330 | $367K | 0.1% | +11.3% | 0.143% | |
4/25/2025 | Valley National Advisers Inc. | 15,493 | $426K | 0.1% | -2.7% | 0.166% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 68,000 | $1.88M | 0.0% | -19.0% | 0.729% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 8,580 | $236K | 0.0% | -11.3% | 0.092% | |
4/23/2025 | Moran Wealth Management LLC | 9,634 | $266K | 0.0% | N/A | 0.103% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 41,776 | $1.15M | 0.0% | -12.9% | 0.448% | |
4/18/2025 | Halbert Hargrove Global Advisors LLC | 1,872 | $52K | 0.0% | N/A | 0.020% | |
4/11/2025 | AAFMAA Wealth Management & Trust LLC | 49,029 | $1.35M | 0.6% | N/A | 0.517% | |
4/11/2025 | Insight Advisors LLC PA | 14,387 | $397K | 0.1% | -23.3% | 0.152% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 9,262 | $255K | 0.1% | -18.3% | 0.098% | |
2/19/2025 | Blue Sky Capital Consultants Group Inc. | 128,610 | $4.02M | 2.4% | N/A | 1.280% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 57,260 | $1.79M | 0.0% | -9.0% | 0.570% | |
2/17/2025 | Captrust Financial Advisors | 8,552 | $267K | 0.0% | -8.3% | 0.085% | |
2/17/2025 | Bank of America Corp DE | 370,089 | $11.55M | 0.0% | +128.9% | 3.682% | |
2/17/2025 | Ameriprise Financial Inc. | 20,747 | $648K | 0.0% | +16.8% | 0.206% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 129,958 | $4.06M | 0.2% | -1.8% | 1.293% | |
2/14/2025 | IHT Wealth Management LLC | 6,875 | $215K | 0.0% | -9.3% | 0.068% | |
2/14/2025 | Tradition Wealth Management LLC | 6,631 | $207K | 0.0% | N/A | 0.066% | |
2/14/2025 | GeoWealth Management LLC | 6,672 | $208K | 0.0% | -10.8% | 0.066% | |
2/13/2025 | CreativeOne Wealth LLC | 37,790 | $1.18M | 0.0% | -18.7% | 0.376% | |
2/13/2025 | Stamos Capital Partners L.P. | 39,660 | $1.24M | 0.3% | N/A | 0.395% | |
2/13/2025 | Scotia Capital Inc. | 139,270 | $4.35M | 0.0% | N/A | 1.386% | |
2/13/2025 | Raymond James Financial Inc. | 67,611 | $2.11M | 0.0% | N/A | 0.673% | |
2/13/2025 | Russell Investments Group Ltd. | 1,310 | $41K | 0.0% | N/A | 0.013% | |
2/13/2025 | Envestnet Asset Management Inc. | 40,094 | $1.25M | 0.0% | -5.9% | 0.399% | |
2/13/2025 | Wells Fargo & Company MN | 192,606 | $6.01M | 0.0% | +18.5% | 1.916% | |
2/12/2025 | National Bank of Canada FI | 1,778 | $56K | 0.0% | +1,875.6% | 0.018% | |
2/12/2025 | JPMorgan Chase & Co. | 22,869 | $714K | 0.0% | -15.4% | 0.228% | |
2/11/2025 | LPL Financial LLC | 182,753 | $5.71M | 0.0% | +9.8% | 1.818% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 9,674 | $302K | 0.0% | -45.0% | 0.096% | |
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2/10/2025 | Commonwealth Equity Services LLC | 35,830 | $1.12M | 0.0% | +3.2% | 0.357% | |
2/10/2025 | Gerber LLC | 6,570 | $205K | 0.1% | N/A | 0.065% | |
2/7/2025 | Independent Advisor Alliance | 54,540 | $1.70M | 0.0% | N/A | 0.543% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 14,862 | $466K | 0.0% | N/A | 0.148% | |
2/6/2025 | Raymond James Financial Inc. | 67,611 | $2.11M | 0.0% | N/A | 0.673% | |
2/6/2025 | SBI Securities Co. Ltd. | 2,285 | $71K | 0.0% | N/A | 0.023% | |
2/6/2025 | Jones Financial Companies Lllp | 9,684 | $302K | 0.0% | +111.0% | 0.096% | |
2/5/2025 | US Bancorp DE | 2,473 | $77K | 0.0% | +16.9% | 0.025% | |
1/31/2025 | Sanctuary Advisors LLC | 8,927 | $299K | 0.0% | +20.8% | 0.089% | |
1/28/2025 | Advisors Preferred LLC | 7,279 | $228K | 0.0% | N/A | 0.072% | |
1/27/2025 | Insight Advisors LLC PA | 18,749 | $589K | 0.1% | -30.7% | 0.187% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 84,000 | $2.64M | 0.0% | +7.1% | 0.836% | |
1/27/2025 | Stratos Wealth Partners LTD. | 15,904 | $497K | 0.0% | +2.7% | 0.158% | |
1/24/2025 | Valley National Advisers Inc. | 15,924 | $497K | 0.1% | N/A | 0.158% | |
1/22/2025 | Joseph P. Lucia & Associates LLC | 7,695 | $240K | 0.1% | -4.7% | 0.077% | |
1/21/2025 | Archford Capital Strategies LLC | 12,515 | $391K | 0.1% | -22.2% | 0.125% | |
1/17/2025 | Key Client Fiduciary Advisors LLC | 11,336 | $354K | 0.2% | -4.2% | 0.113% | |
1/7/2025 | Legend Financial Advisors Inc. | 1,361 | $42K | 0.0% | +36.1% | 0.014% | |
1/6/2025 | Silverleafe Capital Partners LLC | 42,005 | $1.31M | 0.4% | N/A | 0.422% | |
12/26/2024 | JPMorgan Chase & Co. | 27,034 | $758K | 0.0% | -70.5% | 0.281% | |
11/25/2024 | Sanctuary Advisors LLC | 7,391 | $207K | 0.0% | N/A | 0.077% | |
11/15/2024 | MML Investors Services LLC | 12,263 | $344K | 0.0% | +15.5% | 0.127% | |
11/15/2024 | Stifel Financial Corp | 14,895 | $417K | 0.0% | -12.5% | 0.155% | |
11/15/2024 | IHT Wealth Management LLC | 7,578 | $212K | 0.0% | -13.0% | 0.079% | |
11/15/2024 | HighTower Advisors LLC | 32,700 | $917K | 0.0% | -4.4% | 0.340% | |
11/14/2024 | Captrust Financial Advisors | 9,321 | $261K | 0.0% | -32.2% | 0.097% | |
11/14/2024 | CreativeOne Wealth LLC | 46,473 | $1.30M | 0.0% | -12.2% | 0.483% | |
11/13/2024 | Glenmede Trust Co. NA | 980 | $27K | 0.0% | -75.2% | 0.010% | |
11/13/2024 | Fisher Asset Management LLC | 16,249 | $455K | 0.0% | -3.4% | 0.169% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 10,750 | $301K | 0.3% | N/A | 0.112% | |
11/2/2024 | Covestor Ltd | 1,087 | $30K | 0.0% | -26.9% | 0.011% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 17,581 | $493K | 0.0% | +22.6% | 0.183% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 78,400 | $2.20M | 0.0% | +5,742.0% | 0.815% | |
10/18/2024 | Legend Financial Advisors Inc. | 1,000 | $28K | 0.0% | -26.5% | 0.010% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 32,294 | $905K | 0.0% | N/A | 0.336% | |
8/22/2024 | PVG Asset Management Corp | 12,330 | $310K | 1.2% | N/A | 0.112% | |
8/22/2024 | Cetera Investment Advisers | 48,481 | $1.22M | 0.0% | +94.8% | 0.440% | |
8/8/2024 | Eagle Strategies LLC | 57,211 | $1.44M | 0.3% | N/A | 0.519% | |
7/31/2024 | Commonwealth Equity Services LLC | 41,660 | $1.05M | 0.0% | -2.0% | 0.374% | |
7/29/2024 | Meitav Investment House Ltd. | 15,258 | $384K | 0.0% | -4.5% | 0.137% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 9,230 | $232K | 0.1% | -24.3% | 0.083% | |
7/19/2024 | Raymond James & Associates | 54,922 | $1.38M | 0.0% | -33.5% | 0.493% | |
7/17/2024 | Archford Capital Strategies LLC | 17,129 | $431K | 0.1% | -19.9% | 0.154% | |
7/16/2024 | Key Client Fiduciary Advisors LLC | 11,836 | $298K | 0.1% | -3.3% | 0.106% | |
7/16/2024 | Insight Advisors LLC PA | 36,019 | $906K | 0.2% | -30.1% | 0.324% | |
5/24/2024 | Cetera Advisors LLC | 11,708 | $326K | 0.0% | N/A | 0.094% | |
5/14/2024 | CreativeOne Wealth LLC | 30,550 | $851K | 0.0% | -45.0% | 0.244% | |
5/10/2024 | Banco Santander S.A. | 11,545 | $322K | 0.0% | -24.9% | 0.092% | |
5/9/2024 | Kingsview Wealth Management LLC | 21,449 | $598K | 0.0% | -52.0% | 0.174% | |
5/7/2024 | Insight Advisors LLC PA | 51,549 | $1.44M | 0.3% | -26.9% | 0.418% | |
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5/4/2024 | Joseph P. Lucia & Associates LLC | 12,195 | $340K | 0.2% | -14.5% | 0.097% | |
5/1/2024 | Janney Montgomery Scott LLC | 12,280 | $342K | 0.0% | N/A | 0.098% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 281,232 | $7.84M | 0.0% | -15.3% | 2.241% | |
4/30/2024 | Commonwealth Equity Services LLC | 42,526 | $1.19M | 0.0% | +81.8% | 0.339% | |
4/27/2024 | Phoenix Wealth Advisors | 35,433 | $987K | 0.6% | +16.8% | 0.282% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 45,541 | $1.27M | 0.0% | -10.8% | 0.354% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,205,701 | $30.83M | 0.0% | -3.3% | 8.114% | |
3/13/2024 | MONECO Advisors LLC | 76,158 | $1.95M | 0.4% | N/A | 0.513% | |
3/5/2024 | Fisher Asset Management LLC | 25,456 | $651K | 0.0% | -33.9% | 0.171% | |
2/28/2024 | Bbjs Financial Advisors LLC | 174,075 | $4.45M | 1.5% | -21.4% | 1.171% | |