7/25/2025 | Endowment Wealth Management Inc. | 8,309 | $300K | 0.2% | +26.9% | 0.082% | |
7/25/2025 | CWM LLC | 15,176 | $548K | 0.0% | +3.1% | 0.149% | |
7/25/2025 | Lodestar Private Asset Management LLC | 8,843 | $320K | 0.0% | -47.8% | 0.087% | |
7/22/2025 | OLD National Bancorp IN | 129,055 | $4.66M | 0.1% | N/A | 1.259% | |
7/18/2025 | O ROURKE & COMPANY Inc | 6,744 | $244K | 0.1% | -18.4% | 0.066% | |
7/16/2025 | Perigon Wealth Management LLC | 12,160 | $439K | 0.0% | -42.0% | 0.118% | |
7/15/2025 | North Star Investment Management Corp. | 1,625 | $59K | 0.0% | N/A | 0.016% | |
7/14/2025 | Opal Wealth Advisors LLC | 5,634 | $204K | 0.1% | +44.0% | 0.055% | |
7/10/2025 | Selective Wealth Management Inc. | 295,066 | $10.86M | 4.0% | -2.9% | 2.865% | |
5/16/2025 | Goldman Sachs Group Inc. | 65,668 | $2.13M | 0.0% | -68.1% | 0.577% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 13,075 | $424K | 0.0% | N/A | 0.115% | |
5/16/2025 | Curi RMB Capital LLC | 527,580 | $17.12M | 0.4% | +40.9% | 4.636% | |
5/16/2025 | Banque Transatlantique SA | 2,900 | $87K | 0.0% | N/A | 0.025% | |
5/14/2025 | Ieq Capital LLC | 205,840 | $6.68M | 0.1% | +42.1% | 1.809% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 35,860 | $1.16M | 0.5% | +2.8% | 0.315% | |
5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 72,481 | $2.35M | 0.0% | +7.2% | 0.637% | |
5/13/2025 | Raymond James Financial Inc. | 159,079 | $5.16M | 0.0% | +5.4% | 1.398% | |
5/13/2025 | HighTower Advisors LLC | 28,051 | $910K | 0.0% | -12.1% | 0.246% | |
5/12/2025 | Y.D. More Investments Ltd | 3,951 | $128K | 0.0% | +21.5% | 0.035% | |
5/9/2025 | Endowment Wealth Management Inc. | 6,546 | $212K | 0.1% | N/A | 0.058% | |
5/9/2025 | Blair William & Co. IL | 7,245 | $235K | 0.0% | -35.5% | 0.064% | |
5/8/2025 | Clearwater Capital Advisors LLC | 185,915 | $6.03M | 0.6% | +6.8% | 1.634% | |
5/8/2025 | Harbour Investments Inc. | 2,805 | $91K | 0.0% | -16.3% | 0.025% | |
5/8/2025 | Banque Cantonale Vaudoise | 6,707 | $218K | 0.0% | N/A | 0.059% | |
5/7/2025 | Fairman Group LLC | 1,560 | $51K | 0.1% | -55.4% | 0.014% | |
5/7/2025 | Oxler Private Wealth LLC | 9,701 | $315K | 0.1% | -4.1% | 0.085% | |
5/7/2025 | LPL Financial LLC | 93,048 | $3.02M | 0.0% | -19.2% | 0.818% | |
5/6/2025 | Cetera Investment Advisers | 33,894 | $1.10M | 0.0% | -4.2% | 0.298% | |
5/2/2025 | Larson Financial Group LLC | 6,215 | $202K | 0.0% | -6.0% | 0.054% | |
5/2/2025 | Wealthfront Advisers LLC | 61,431 | $1.99M | 0.0% | -3.0% | 0.537% | |
5/1/2025 | CWM LLC | 14,720 | $478K | 0.0% | -5.8% | 0.129% | |
4/30/2025 | Cerity Partners LLC | 16,827 | $546K | 0.0% | +10.0% | 0.147% | |
4/29/2025 | Byrne Financial Freedom LLC | 93,609 | $3.04M | 1.7% | +0.8% | 0.818% | |
4/28/2025 | Summit Trail Advisors LLC | 284,912 | $9.25M | 0.3% | +11.4% | 2.415% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 3,020 | $98K | 0.0% | +43,042.9% | 0.025% | |
4/23/2025 | Perigon Wealth Management LLC | 20,974 | $681K | 0.0% | -16.2% | 0.177% | |
4/18/2025 | Wolf Group Capital Advisors | 7,411 | $240K | 0.1% | -37.6% | 0.063% | |
4/16/2025 | Opal Wealth Advisors LLC | 3,912 | $127K | 0.0% | N/A | 0.033% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 7,819 | $242K | 0.1% | +22.7% | 0.065% | |
4/14/2025 | Selective Wealth Management Inc. | 303,774 | $9.28M | 4.0% | -2.8% | 2.542% | |
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4/11/2025 | StoneCrest Wealth Management Inc. | 95,861 | $3.11M | 2.0% | +2.9% | 0.799% | |
3/24/2025 | Mascagni Wealth Management Inc. | 3,208 | $120K | 0.1% | N/A | 0.026% | |
2/25/2025 | Armis Advisers LLC | 14,504 | $544K | 0.1% | N/A | 0.120% | |
2/18/2025 | GTS Securities LLC | 9,164 | $344K | 0.0% | +33.6% | 0.076% | |
2/17/2025 | Two Sigma Investments LP | 50,486 | $1.89M | 0.0% | N/A | 0.416% | |
2/17/2025 | Cetera Investment Advisers | 35,387 | $1.33M | 0.0% | -18.1% | 0.292% | |
2/17/2025 | Bank of America Corp DE | 34,367 | $1.29M | 0.0% | -57.7% | 0.283% | |
2/17/2025 | Ameriprise Financial Inc. | 8,139 | $305K | 0.0% | -40.6% | 0.067% | |
2/14/2025 | Schonfeld Strategic Advisors LLC | 38,600 | $1.45M | 0.0% | N/A | 0.318% | |
2/14/2025 | Pinebridge Investments L.P. | 33,661 | $1.26M | 0.0% | +386.5% | 0.278% | |
2/14/2025 | Stifel Financial Corp | 28,582 | $1.07M | 0.0% | -18.0% | 0.236% | |
2/14/2025 | Tower Research Capital LLC TRC | 14,283 | $536K | 0.0% | +170.5% | 0.118% | |
2/14/2025 | Curi RMB Capital LLC | 374,312 | $14.04M | 0.3% | N/A | 3.086% | |
2/13/2025 | Marshall Wace LLP | 20,961 | $786K | 0.0% | N/A | 0.173% | |
2/13/2025 | O ROURKE & COMPANY Inc | 8,263 | $310K | 0.2% | +20.3% | 0.068% | |
2/13/2025 | Raymond James Financial Inc. | 150,946 | $5.66M | 0.0% | N/A | 1.244% | |
2/13/2025 | Advisory Services Network LLC | 7,874 | $295K | 0.0% | +14.6% | 0.065% | |
2/13/2025 | Sumitomo Mitsui Financial Group Inc. | 67,607 | $2.54M | 0.0% | -2.2% | 0.557% | |
2/12/2025 | Franklin Resources Inc. | 25,167 | $944K | 0.0% | +3.0% | 0.207% | |
2/12/2025 | JPMorgan Chase & Co. | 429,621 | $16.12M | 0.0% | -19.3% | 3.542% | |
2/11/2025 | LPL Financial LLC | 115,128 | $4.32M | 0.0% | -6.8% | 0.949% | |
2/10/2025 | Clearwater Capital Advisors LLC | 174,098 | $6.53M | 0.6% | -4.3% | 1.435% | |
2/10/2025 | Harbour Investments Inc. | 3,350 | $126K | 0.0% | -16.1% | 0.028% | |
2/10/2025 | Commonwealth Equity Services LLC | 14,502 | $544K | 0.0% | -17.8% | 0.120% | |
2/7/2025 | EPIQ Capital Group LLC | 59,418 | $2.23M | 0.6% | +0.7% | 0.490% | |
2/6/2025 | Raymond James Financial Inc. | 150,946 | $5.66M | 0.0% | N/A | 1.244% | |
2/5/2025 | Halbert Hargrove Global Advisors LLC | 5,702 | $214K | 0.0% | N/A | 0.047% | |
2/4/2025 | Twin Peaks Wealth Advisors LLC | 6,371 | $239K | 0.1% | -21.3% | 0.053% | |
2/3/2025 | Ieq Capital LLC | 144,891 | $5.44M | 0.1% | +36.7% | 1.194% | |
2/3/2025 | Private Advisor Group LLC | 7,478 | $281K | 0.0% | -42.3% | 0.062% | |
1/30/2025 | Vontobel Holding Ltd. | 5,800 | $218K | 0.0% | -23.7% | 0.048% | |
1/29/2025 | Stonebridge Financial Group LLC | 327,021 | $12.27M | 1.4% | N/A | 2.703% | |
1/29/2025 | Summit Trail Advisors LLC | 255,743 | $9.60M | 0.4% | +24.1% | 2.114% | |
1/27/2025 | Insight Advisors LLC PA | 8,138 | $307K | 0.1% | +19.2% | 0.067% | |
1/27/2025 | Robertson Stephens Wealth Management LLC | 5,362 | $201K | 0.0% | -15.0% | 0.044% | |
1/27/2025 | Y.D. More Investments Ltd | 3,251 | $122K | 0.0% | +170.9% | 0.027% | |
1/23/2025 | Oxler Private Wealth LLC | 10,115 | $380K | 0.1% | -31.8% | 0.084% | |
1/23/2025 | Milestone Asset Management LLC | 11,191 | $420K | 0.1% | +5.9% | 0.092% | |
1/22/2025 | Joseph P. Lucia & Associates LLC | 34,881 | $1.31M | 0.6% | +9.8% | 0.288% | |
1/15/2025 | Selective Wealth Management Inc. | 312,554 | $11.57M | 4.7% | -3.5% | 2.531% | |
1/15/2025 | Merit Financial Group LLC | 5,840 | $219K | 0.0% | N/A | 0.047% | |
1/15/2025 | Yarbrough Capital LLC | 165,470 | $6.21M | 0.2% | -5.7% | 1.340% | |
1/15/2025 | StoneCrest Wealth Management Inc. | 93,139 | $3.50M | 2.3% | +139.2% | 0.754% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 10,163 | $381K | 0.0% | +7.8% | 0.082% | |
12/26/2024 | JPMorgan Chase & Co. | 532,384 | $17.02M | 0.0% | -10.6% | 4.353% | |
11/27/2024 | Franklin Resources Inc. | 24,437 | $812K | 0.0% | +4.3% | 0.200% | |
11/15/2024 | Jane Street Group LLC | 15,293 | $489K | 0.0% | -64.6% | 0.125% | |
11/15/2024 | Stifel Financial Corp | 34,856 | $1.11M | 0.0% | -9.2% | 0.285% | |
11/12/2024 | Summit Trail Advisors LLC | 206,024 | $6.59M | 0.2% | -20.0% | 1.685% | |
10/28/2024 | O ROURKE & COMPANY Inc | 6,869 | $220K | 0.1% | -19.3% | 0.056% | |
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10/28/2024 | Meitav Investment House Ltd. | 27,213 | $870K | 0.0% | -95.1% | 0.222% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 8,100 | $259K | 0.1% | -10.8% | 0.066% | |
10/25/2024 | Lodestar Private Asset Management LLC | 16,949 | $542K | 0.1% | -9.1% | 0.138% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,427 | $301K | 0.0% | -11.9% | 0.076% | |
10/23/2024 | PSI Advisors LLC | 820 | $26K | 0.0% | -36.6% | 0.007% | |
10/22/2024 | International Assets Investment Management LLC | 5,114 | $160K | 0.0% | +3,096.3% | 0.041% | |
10/18/2024 | Raymond James & Associates | 134,775 | $4.31M | 0.0% | +0.8% | 1.083% | |
10/11/2024 | Oxler Private Wealth LLC | 14,841 | $474K | 0.2% | -2.8% | 0.116% | |
10/9/2024 | Selective Wealth Management Inc. | 323,783 | $10.27M | 4.3% | -4.8% | 2.535% | |
10/8/2024 | StoneCrest Wealth Management Inc. | 38,941 | $1.25M | 0.9% | N/A | 0.305% | |