5/29/2025 | Nova Wealth Management Inc. | 3,933 | $358K | 0.3% | -15.2% | 0.055% | |
5/20/2025 | Belpointe Asset Management LLC | 5,797 | $528K | 0.0% | N/A | 0.081% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,160,172 | $105.73M | 0.0% | -49.4% | 16.136% | |
5/16/2025 | Jones Financial Companies Lllp | 1,665 | $152K | 0.0% | -70.8% | 0.023% | |
5/16/2025 | NewEdge Advisors LLC | 8,873 | $809K | 0.0% | +7.3% | 0.123% | |
5/15/2025 | Royal Bank of Canada | 67,596 | $6.16M | 0.0% | +53.3% | 0.940% | |
5/15/2025 | D L Carlson Investment Group Inc. | 3,238 | $295K | 0.1% | -5.2% | 0.045% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,237 | $660K | 0.0% | +329.8% | 0.101% | |
5/14/2025 | Flow Traders U.S. LLC | 4,768 | $435K | 0.0% | N/A | 0.066% | |
5/14/2025 | Level Four Advisory Services LLC | 36,363 | $3.31M | 0.1% | +13.6% | 0.506% | |
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5/12/2025 | Independent Advisor Alliance | 46,312 | $4.22M | 0.1% | -20.7% | 0.644% | |
5/9/2025 | Tidemark LLC | 450 | $41K | 0.0% | -62.0% | 0.006% | |
5/9/2025 | Atria Wealth Solutions Inc. | 2,739 | $250K | 0.0% | -22.3% | 0.038% | |
5/9/2025 | Avalon Trust Co | 283,685 | $25.85M | 2.1% | +0.3% | 3.946% | |
5/8/2025 | Harbour Investments Inc. | 4,056 | $370K | 0.0% | +15.1% | 0.056% | |
5/8/2025 | HHM Wealth Advisors LLC | 1,350 | $123K | 0.0% | N/A | 0.019% | |
5/8/2025 | Banque Cantonale Vaudoise | 629 | $57K | 0.0% | N/A | 0.009% | |
5/7/2025 | Miller Investment Management LP | 189,634 | $17.28M | 1.9% | -0.2% | 2.637% | |
5/7/2025 | LPL Financial LLC | 48,486 | $4.42M | 0.0% | -15.5% | 0.674% | |
5/7/2025 | Phoenix Financial Ltd. | 53,859 | $4.99M | 0.1% | +4.7% | 0.749% | |
5/6/2025 | Cetera Investment Advisers | 34,630 | $3.16M | 0.0% | -8.4% | 0.482% | |
5/6/2025 | Elm3 Financial Group LLC | 3,130 | $285K | 0.3% | -16.6% | 0.044% | |
5/6/2025 | AE Wealth Management LLC | 1,046 | $95K | 0.0% | +118.4% | 0.015% | |
5/6/2025 | WT Wealth Management | 51,692 | $4.71M | 1.5% | -8.8% | 0.719% | |
4/30/2025 | Axxcess Wealth Management LLC | 8,698 | $793K | 0.0% | +84.6% | 0.107% | |
4/30/2025 | Twelve Points Wealth Management LLC | 38,207 | $3.48M | 0.9% | -9.8% | 0.469% | |
4/30/2025 | Stratos Wealth Advisors LLC | 4,097 | $373K | 0.0% | -71.1% | 0.050% | |
4/30/2025 | NTV Asset Management LLC | 9,172 | $836K | 0.1% | +19.0% | 0.113% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 2,600 | $237K | 0.0% | N/A | 0.032% | |
4/29/2025 | Envestnet Asset Management Inc. | 4,997 | $455K | 0.0% | -13.5% | 0.061% | |
4/28/2025 | Mutual Advisors LLC | 4,488 | $390K | 0.0% | -16.3% | 0.055% | |
4/25/2025 | J.Safra Asset Management Corp | 267,054 | $24.34M | 2.0% | +2.6% | 3.589% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,802 | $164K | 0.0% | +254.7% | 0.026% | |
4/23/2025 | Oppenheimer & Co. Inc. | 10,883 | $992K | 0.0% | -17.6% | 0.157% | |
4/22/2025 | TrueMark Investments LLC | 5,579 | $508K | 0.1% | N/A | 0.080% | |
4/22/2025 | Canton Hathaway LLC | 10,000 | $911K | 0.2% | N/A | 0.144% | |
4/18/2025 | Financial Freedom LLC | 8,991 | $819K | 0.5% | -14.3% | 0.130% | |
4/17/2025 | Inscription Capital LLC | 2,400 | $218K | 0.0% | N/A | 0.036% | |
4/17/2025 | Copia Wealth Management | 6,162 | $562K | 0.5% | -6.9% | 0.092% | |
4/17/2025 | Janney Montgomery Scott LLC | 4,855 | $442K | 0.0% | -4.0% | 0.073% | |
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4/17/2025 | Dynamic Advisor Solutions LLC | 7,447 | $679K | 0.0% | N/A | 0.111% | |
4/15/2025 | Sapient Capital LLC | 2,588 | $236K | 0.0% | N/A | 0.039% | |
4/14/2025 | Farther Finance Advisors LLC | 545 | $48K | 0.0% | +391.0% | 0.008% | |
4/14/2025 | IMC Chicago LLC | 12,204 | $1.11M | 0.0% | +17.5% | 0.182% | |
4/14/2025 | Capital Investment Advisors LLC | 3,509 | $320K | 0.0% | N/A | 0.052% | |
4/11/2025 | AAFMAA Wealth Management & Trust LLC | 41,956 | $3.82M | 1.7% | +15.2% | 0.576% | |
4/11/2025 | Adamsbrown Wealth Consultants LLC | 174,902 | $15.94M | 5.0% | +16.9% | 2.399% | |
4/10/2025 | Fluent Financial LLC | 16,923 | $1.54M | 0.7% | N/A | 0.232% | |
4/9/2025 | Buska Wealth Management LLC | 4,026 | $367K | 0.1% | -26.5% | 0.055% | |
3/6/2025 | Copia Wealth Management | 6,619 | $571K | 0.5% | N/A | 0.106% | |
3/4/2025 | Buska Wealth Management LLC | 5,476 | $473K | 0.2% | -29.0% | 0.075% | |
2/28/2025 | Park Square Financial Group LLC | 500 | $43K | 0.0% | N/A | 0.008% | |
2/18/2025 | Investment Management Corp VA ADV | 5,307 | $458K | 0.4% | N/A | 0.085% | |
2/17/2025 | Two Sigma Investments LP | 144,673 | $12.48M | 0.0% | N/A | 2.318% | |
2/17/2025 | Millennium Management LLC | 5,685 | $491K | 0.0% | -54.9% | 0.091% | |
2/17/2025 | Focus Partners Wealth | 2,815 | $243K | 0.0% | N/A | 0.045% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 3,933 | $339K | 0.0% | -83.9% | 0.063% | |
2/17/2025 | Cetera Investment Advisers | 37,796 | $3.26M | 0.0% | +2.7% | 0.606% | |
2/17/2025 | Bank of America Corp DE | 109,237 | $9.43M | 0.0% | +5.2% | 1.751% | |
2/17/2025 | BNP Paribas Financial Markets | 58,633 | $5.06M | 0.0% | N/A | 0.940% | |
2/17/2025 | Ameriprise Financial Inc. | 23,039 | $1.99M | 0.0% | -14.2% | 0.369% | |
2/17/2025 | Aptus Capital Advisors LLC | 531 | $46K | 0.0% | -48.5% | 0.009% | |
2/14/2025 | Jane Street Group LLC | 19,152 | $1.65M | 0.0% | -1.5% | 0.307% | |
2/14/2025 | Comerica Bank | 457 | $39K | 0.0% | -64.7% | 0.007% | |
2/14/2025 | Stifel Financial Corp | 11,401 | $984K | 0.0% | +46.0% | 0.183% | |
2/14/2025 | Tower Research Capital LLC TRC | 34,551 | $2.98M | 0.1% | +18.2% | 0.554% | |
2/13/2025 | NewEdge Advisors LLC | 8,266 | $713K | 0.0% | +8.1% | 0.132% | |
2/13/2025 | Miller Investment Management LP | 190,014 | $16.39M | 1.8% | -8.4% | 3.045% | |
2/13/2025 | Phoenix Financial Ltd. | 51,421 | $4.52M | 0.1% | -41.8% | 0.824% | |
2/13/2025 | Raymond James Financial Inc. | 15,333 | $1.32M | 0.0% | N/A | 0.246% | |
2/13/2025 | Bank of Montreal Can | 22,577 | $1.95M | 0.0% | +4.3% | 0.362% | |
2/13/2025 | Envestnet Asset Management Inc. | 5,778 | $499K | 0.0% | -23.0% | 0.093% | |
2/12/2025 | OLD Mission Capital LLC | 2,600 | $224K | 0.0% | N/A | 0.042% | |
2/12/2025 | National Bank of Canada FI | 441 | $38K | 0.0% | -96.8% | 0.007% | |
2/12/2025 | Level Four Advisory Services LLC | 32,017 | $2.76M | 0.1% | +3.7% | 0.513% | |
2/12/2025 | Orion Portfolio Solutions LLC | 29,880 | $2.58M | 0.0% | -3.2% | 0.479% | |
2/12/2025 | JPMorgan Chase & Co. | 11,316 | $976K | 0.0% | +18.6% | 0.181% | |
2/11/2025 | LPL Financial LLC | 57,373 | $4.95M | 0.0% | -38.0% | 0.919% | |
2/10/2025 | Thrivent Financial for Lutherans | 153,063 | $13.21M | 0.0% | -34.8% | 2.453% | |
2/10/2025 | Axxcess Wealth Management LLC | 4,713 | $407K | 0.0% | -51.3% | 0.076% | |
2/10/2025 | Tidemark LLC | 1,183 | $102K | 0.0% | +123.6% | 0.019% | |
2/10/2025 | Commonwealth Equity Services LLC | 17,966 | $1.55M | 0.0% | +3.6% | 0.288% | |
2/7/2025 | Independent Advisor Alliance | 58,398 | $5.04M | 0.1% | +19.8% | 0.936% | |
2/6/2025 | Raymond James Financial Inc. | 15,333 | $1.32M | 0.0% | N/A | 0.248% | |
2/6/2025 | Assetmark Inc. | 999 | $86K | 0.0% | -84.6% | 0.016% | |
2/6/2025 | J.Safra Asset Management Corp | 260,267 | $22.39M | 1.8% | +230.5% | 4.205% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 21,738 | $1.88M | 0.0% | +218.3% | 0.351% | |
2/6/2025 | SBI Securities Co. Ltd. | 332 | $29K | 0.0% | N/A | 0.005% | |
2/6/2025 | Jones Financial Companies Lllp | 5,704 | $492K | 0.0% | +1,827.0% | 0.092% | |
2/5/2025 | US Bancorp DE | 873 | $75K | 0.0% | -53.0% | 0.014% | |
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2/5/2025 | Oppenheimer & Co. Inc. | 13,210 | $1.14M | 0.0% | -1.7% | 0.213% | |
2/5/2025 | WT Wealth Management | 56,690 | $4.89M | 1.5% | +5.6% | 0.916% | |
2/4/2025 | Lansing Street Advisors | 5,978 | $516K | 0.2% | -32.1% | 0.097% | |
1/31/2025 | Global Retirement Partners LLC | 293 | $25K | 0.0% | -36.3% | 0.005% | |
1/31/2025 | Atria Wealth Solutions Inc. | 3,524 | $304K | 0.0% | -10.6% | 0.056% | |
1/31/2025 | Blue Chip Partners LLC | 24,786 | $2.14M | 0.2% | N/A | 0.397% | |
1/31/2025 | NTV Asset Management LLC | 7,709 | $665K | 0.1% | +3.6% | 0.124% | |
1/28/2025 | Activest Wealth Management | 373 | $32K | 0.0% | N/A | 0.006% | |
1/28/2025 | Apollon Wealth Management LLC | 32,708 | $2.82M | 0.1% | +14.2% | 0.500% | |
1/27/2025 | IMC Chicago LLC | 10,383 | $896K | 0.0% | N/A | 0.159% | |