5/20/2025 | Blue Rock Wealth Management LLC | 4,700 | $303K | 0.3% | +27.0% | 0.015% | |
5/20/2025 | Focus Partners Wealth | 39,612 | $2.56M | 0.0% | +315.6% | 0.126% | |
5/20/2025 | Strive Asset Management LLC | 34,490 | $2.23M | 1.5% | N/A | 0.110% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 4,751 | $307K | 0.0% | N/A | 0.015% | |
5/16/2025 | Goldman Sachs Group Inc. | 28,953 | $1.87M | 0.0% | -10.4% | 0.092% | |
5/16/2025 | Jones Financial Companies Lllp | 63,813 | $4.12M | 0.0% | +251.5% | 0.203% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 60,696 | $3.92M | 1.0% | +0.7% | 0.193% | |
5/16/2025 | NewEdge Advisors LLC | 16,980 | $1.10M | 0.0% | +5.3% | 0.054% | |
5/16/2025 | Integrated Wealth Concepts LLC | 11,473 | $740K | 0.0% | -6.4% | 0.036% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 20,190 | $1.30M | 0.0% | +55.9% | 0.064% | |
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5/15/2025 | Royal Bank of Canada | 379,490 | $24.49M | 0.0% | -6.4% | 1.206% | |
5/15/2025 | MAI Capital Management | 13,794 | $890K | 0.0% | -1.9% | 0.044% | |
5/15/2025 | Baird Financial Group Inc. | 12,582 | $812K | 0.0% | +1.6% | 0.040% | |
5/14/2025 | Comerica Bank | 19,366 | $1.25M | 0.0% | -14.8% | 0.062% | |
5/14/2025 | Freedom Investment Management Inc. | 13,361 | $862K | 0.1% | -2.7% | 0.042% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 39,599 | $2.56M | 0.0% | +32.3% | 0.126% | |
5/14/2025 | Kestra Advisory Services LLC | 71,872 | $4.64M | 0.0% | -4.6% | 0.228% | |
5/14/2025 | Gitterman Wealth Management LLC | 363,423 | $23.45M | 6.2% | N/A | 1.155% | |
5/14/2025 | 1832 Asset Management L.P. | 500,911 | $32.32M | 0.0% | +1.8% | 1.592% | |
5/14/2025 | Mosaic Financial Group LLC | 7,942 | $512K | 0.4% | -33.5% | 0.025% | |
5/14/2025 | Capital Analysts LLC | 21,427 | $1.38M | 0.1% | -1.2% | 0.068% | |
5/14/2025 | Venture Visionary Partners LLC | 5,828 | $376K | 0.0% | -50.0% | 0.019% | |
5/13/2025 | Raymond James Financial Inc. | 467,556 | $30.17M | 0.0% | -11.1% | 1.486% | |
5/13/2025 | Cresset Asset Management LLC | 14,832 | $957K | 0.0% | -16.4% | 0.047% | |
5/13/2025 | Tocqueville Asset Management L.P. | 52,711 | $3.40M | 0.1% | -4.1% | 0.167% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 7,740 | $499K | 0.0% | +8.4% | 0.025% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 11,892 | $767K | 0.0% | +150.9% | 0.038% | |
5/13/2025 | Fox Hill Wealth Management | 17,344 | $1.12M | 0.7% | -2.2% | 0.055% | |
5/13/2025 | HighTower Advisors LLC | 415,878 | $26.83M | 0.0% | +1.1% | 1.322% | |
5/12/2025 | Simplex Trading LLC | 2,199 | $141K | 0.0% | +93.9% | 0.007% | |
5/12/2025 | Private Wealth Advisors LLC | 21,540 | $1.39M | 0.5% | +0.9% | 0.068% | |
5/12/2025 | National Bank of Canada FI | 12,788 | $825K | 0.0% | +1.8% | 0.041% | |
5/12/2025 | AlphaCore Capital LLC | 3,710 | $239K | 0.0% | N/A | 0.012% | |
5/9/2025 | Chicago Partners Investment Group LLC | 32,034 | $2.10M | 0.1% | +0.5% | 0.102% | |
5/9/2025 | Roberts Glore & Co. Inc. IL | 16,530 | $1.07M | 0.3% | -6.9% | 0.053% | |
5/9/2025 | McClarren Financial Advisors Inc. | 604 | $39K | 0.0% | -20.0% | 0.002% | |
5/9/2025 | Atria Wealth Solutions Inc. | 41,141 | $2.65M | 0.0% | +9.1% | 0.131% | |
5/9/2025 | Costello Asset Management INC | 410 | $26K | 0.0% | N/A | 0.001% | |
5/9/2025 | Bravias Capital Group LLC | 11,543 | $745K | 0.6% | +8.6% | 0.037% | |
5/9/2025 | Commonwealth Equity Services LLC | 412,021 | $26.58M | 0.0% | +71.1% | 1.309% | |
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5/9/2025 | Blair William & Co. IL | 119,229 | $7.69M | 0.0% | -0.3% | 0.379% | |
5/9/2025 | Avalon Trust Co | 1,975 | $127K | 0.0% | N/A | 0.006% | |
5/9/2025 | Scotia Capital Inc. | 49,672 | $3.21M | 0.0% | +1.4% | 0.158% | |
5/9/2025 | Banco Santander S.A. | 6,650 | $429K | 0.0% | +8.0% | 0.021% | |
5/9/2025 | OVERSEA CHINESE BANKING Corp Ltd | 13,562 | $875K | 0.0% | -12.9% | 0.043% | |
5/9/2025 | PNC Financial Services Group Inc. | 290,265 | $18.73M | 0.0% | +2.4% | 0.922% | |
5/8/2025 | Commerce Bank | 61,115 | $3.94M | 0.0% | -1.6% | 0.194% | |
5/8/2025 | Moors & Cabot Inc. | 5,535 | $357K | 0.0% | +7.8% | 0.018% | |
5/8/2025 | US Bancorp DE | 11,002 | $710K | 0.0% | +1.6% | 0.035% | |
5/8/2025 | US Financial Advisors LLC | 4,474 | $289K | 0.1% | +8.9% | 0.014% | |
5/8/2025 | Harbour Investments Inc. | 2,708 | $175K | 0.0% | -9.6% | 0.009% | |
5/8/2025 | NorthRock Partners LLC | 5,346 | $345K | 0.0% | +178.3% | 0.017% | |
5/8/2025 | Modera Wealth Management LLC | 3,807 | $246K | 0.0% | -10.5% | 0.012% | |
5/8/2025 | Wellington Shields & Co. LLC | 4,772 | $308K | 0.1% | +3.6% | 0.015% | |
5/7/2025 | LPL Financial LLC | 826,990 | $53.36M | 0.0% | +10.2% | 2.635% | |
5/7/2025 | HB Wealth Management LLC | 4,644 | $300K | 0.0% | N/A | 0.015% | |
5/6/2025 | Assetmark Inc. | 384 | $25K | 0.0% | N/A | 0.001% | |
5/6/2025 | Cetera Investment Advisers | 210,967 | $13.61M | 0.0% | -3.4% | 0.670% | |
5/6/2025 | John G Ullman & Associates Inc. | 3,920 | $253K | 0.0% | -11.3% | 0.012% | |
5/6/2025 | Avantax Advisory Services Inc. | 4,374 | $282K | 0.0% | -3.8% | 0.014% | |
5/6/2025 | Wedbush Securities Inc. | 5,140 | $332K | 0.0% | -3.3% | 0.016% | |
5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 708 | $46K | 0.0% | N/A | 0.002% | |
5/5/2025 | Crestwood Advisors Group LLC | 9,181 | $592K | 0.0% | +5.8% | 0.029% | |
5/5/2025 | J.W. Cole Advisors Inc. | 22,054 | $1.42M | 0.0% | +94.0% | 0.070% | |
5/5/2025 | IFP Advisors Inc | 44,281 | $2.86M | 0.1% | +24.9% | 0.141% | |
5/5/2025 | Conservest Capital Advisors Inc. | 72,130 | $4.65M | 0.5% | -0.7% | 0.229% | |
5/5/2025 | Private Advisor Group LLC | 26,012 | $1.68M | 0.0% | -12.7% | 0.083% | |
5/5/2025 | Nwam LLC | 4,272 | $276K | 0.0% | -8.4% | 0.014% | |
5/2/2025 | Montis Financial LLC | 3,381 | $218K | 0.1% | -7.1% | 0.011% | |
5/2/2025 | Larson Financial Group LLC | 5,227 | $337K | 0.0% | -5.9% | 0.016% | |
5/2/2025 | Wealthfront Advisers LLC | 6,281 | $405K | 0.0% | +5.7% | 0.020% | |
5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 13,562 | $875K | 0.0% | -12.9% | 0.043% | |
5/2/2025 | Apollon Wealth Management LLC | 14,971 | $966K | 0.0% | +3.6% | 0.047% | |
5/1/2025 | LRI Investments LLC | 5,276 | $340K | 0.0% | +365.7% | 0.017% | |
5/1/2025 | CWM LLC | 133,361 | $8.60M | 0.0% | +6.4% | 0.421% | |
5/1/2025 | Prism Advisors Inc. | 197,542 | $12.75M | 3.9% | -4.3% | 0.623% | |
4/30/2025 | First National Bank & Trust Co. of Newtown | 115,994 | $7.48M | 1.6% | -2.2% | 0.366% | |
4/30/2025 | Silverlake Wealth Management LLC | 29,684 | $1.92M | 0.7% | -4.6% | 0.094% | |
4/30/2025 | Stratos Wealth Partners LTD. | 6,832 | $441K | 0.0% | -3.8% | 0.022% | |
4/29/2025 | TD Private Client Wealth LLC | 8,239 | $532K | 0.0% | +449.3% | 0.026% | |
4/29/2025 | Envestnet Asset Management Inc. | 43,348 | $2.80M | 0.0% | +33.3% | 0.137% | |
4/29/2025 | Olde Wealth Management LLC | 800 | $51K | 0.0% | N/A | 0.003% | |
4/28/2025 | D.A. Davidson & CO. | 15,069 | $972K | 0.0% | +1.7% | 0.048% | |
4/28/2025 | McGinn Penninger Investment Management Inc. | 15,709 | $1.01M | 0.7% | N/A | 0.050% | |
4/28/2025 | Rossby Financial LCC | 1,050 | $67K | 0.0% | N/A | 0.003% | |
4/28/2025 | Money Design Co. Ltd. | 62,091 | $4.01M | 0.2% | -9.0% | 0.196% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 890 | $57K | 0.0% | N/A | 0.003% | |
4/25/2025 | Ameritas Advisory Services LLC | 4,768 | $310K | 0.0% | +23.9% | 0.015% | |
4/25/2025 | Verity Asset Management Inc. | 27,618 | $1.78M | 0.7% | +0.6% | 0.087% | |
4/25/2025 | Sovran Advisors LLC | 17,653 | $1.10M | 0.1% | +23.2% | 0.056% | |
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4/24/2025 | TFC Financial Management Inc. | 1,763 | $114K | 0.0% | N/A | 0.006% | |
4/23/2025 | Sequoia Financial Advisors LLC | 3,190 | $206K | 0.0% | -9.6% | 0.010% | |
4/23/2025 | Golden State Wealth Management LLC | 496 | $32K | 0.0% | +100.0% | 0.002% | |
4/23/2025 | International Assets Investment Management LLC | 9,330 | $602K | 0.0% | -2.2% | 0.029% | |
4/23/2025 | Oppenheimer & Co. Inc. | 13,114 | $846K | 0.0% | -2.2% | 0.041% | |
4/22/2025 | JFS Wealth Advisors LLC | 4,464 | $288K | 0.0% | -4.3% | 0.014% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,176 | $2.01M | 0.0% | -13.4% | 0.098% | |
4/22/2025 | Nilsine Partners LLC | 21,157 | $1.37M | 0.1% | -9.8% | 0.067% | |
4/21/2025 | Osborne Partners Capital Management LLC | 3,627 | $234K | 0.0% | -49.1% | 0.011% | |
4/21/2025 | Wealthspan Partners LLC | 9,414 | $607K | 0.3% | -3.1% | 0.030% | |