5/20/2025 | Focus Partners Wealth | 15,747 | $302K | 0.0% | +26.0% | 0.009% | |
5/16/2025 | Empowered Funds LLC | 22,854 | $439K | 0.0% | +85.9% | 0.013% | |
5/16/2025 | Goldman Sachs Group Inc. | 35,740 | $687K | 0.0% | -82.7% | 0.020% | |
5/16/2025 | NewEdge Advisors LLC | 14,461 | $278K | 0.0% | -3.8% | 0.008% | |
5/16/2025 | Integrated Wealth Concepts LLC | 17,241 | $331K | 0.0% | +5.9% | 0.010% | |
5/16/2025 | Advisors Asset Management Inc. | 413,415 | $7.94M | 0.1% | +1.8% | 0.236% | |
5/15/2025 | Ares Management LLC | 201,606 | $3.87M | 0.2% | -11.0% | 0.115% | |
5/15/2025 | FJ Capital Management LLC | 93,829 | $1.80M | 0.2% | +70.7% | 0.053% | |
5/15/2025 | Cubist Systematic Strategies LLC | 336,988 | $6.47M | 0.0% | +170.3% | 0.192% | |
5/15/2025 | Royal Bank of Canada | 804,077 | $15.45M | 0.0% | +2.0% | 0.458% | |
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5/15/2025 | MAI Capital Management | 5,815 | $112K | 0.0% | -28.9% | 0.003% | |
5/15/2025 | Trexquant Investment LP | 123,706 | $2.38M | 0.0% | +15.3% | 0.071% | |
5/15/2025 | Lansforsakringar Fondforvaltning AB publ | 18,837 | $362K | 0.0% | N/A | 0.011% | |
5/15/2025 | OMERS ADMINISTRATION Corp | 56,700 | $1.09M | 0.0% | N/A | 0.032% | |
5/14/2025 | Truvestments Capital LLC | 211,318 | $4.06M | 0.9% | +46.6% | 0.120% | |
5/14/2025 | Comerica Bank | 7,160 | $138K | 0.0% | +25.9% | 0.004% | |
5/14/2025 | Napa Wealth Management | 123,610 | $2.38M | 1.3% | -0.5% | 0.070% | |
5/14/2025 | Jump Financial LLC | 18,713 | $359K | 0.0% | -81.1% | 0.011% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,629 | $51K | 0.0% | +51.8% | 0.001% | |
5/14/2025 | MAS Advisors LLC | 20,264 | $389K | 0.6% | +7.1% | 0.012% | |
5/14/2025 | Credit Agricole S A | 527,236 | $10.13M | 0.0% | +46.2% | 0.301% | |
5/14/2025 | Quantbot Technologies LP | 16,765 | $322K | 0.0% | -84.7% | 0.010% | |
5/13/2025 | Sand Hill Global Advisors LLC | 13,155 | $253K | 0.0% | -52.0% | 0.007% | |
5/13/2025 | Cascade Financial Partners LLC | 15,293 | $294K | 0.0% | +7.8% | 0.009% | |
5/13/2025 | Raymond James Financial Inc. | 644,217 | $12.38M | 0.0% | +9.7% | 0.367% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 28,348 | $545K | 0.0% | -6.5% | 0.016% | |
5/13/2025 | HighTower Advisors LLC | 76,483 | $1.47M | 0.0% | -1.0% | 0.044% | |
5/12/2025 | Eagle Global Advisors LLC | 38,705 | $744K | 0.0% | +43.9% | 0.022% | |
5/12/2025 | Virtu Financial LLC | 26,339 | $506K | 0.0% | N/A | 0.015% | |
5/12/2025 | Invesco Ltd. | 77,699 | $1.49M | 0.0% | -17.1% | 0.044% | |
5/12/2025 | Connor Clark & Lunn Investment Management Ltd. | 369,368 | $7.10M | 0.0% | +126.2% | 0.211% | |
5/12/2025 | Founders Financial Alliance LLC | 14,516 | $279K | 0.1% | N/A | 0.008% | |
5/12/2025 | Bristlecone Advisors LLC | 55,845 | $1.07M | 0.1% | +18.4% | 0.032% | |
5/9/2025 | Atria Wealth Solutions Inc. | 238,406 | $4.58M | 0.1% | -5.9% | 0.136% | |
5/9/2025 | Blair William & Co. IL | 200,000 | $3.84M | 0.0% | -6.0% | 0.114% | |
5/9/2025 | PNC Financial Services Group Inc. | 274,004 | $5.26M | 0.0% | -7.0% | 0.156% | |
5/8/2025 | Baker Avenue Asset Management LP | 165,898 | $3.19M | 0.1% | +1.9% | 0.095% | |
5/8/2025 | Pasadena Private Wealth LLC | 18,240 | $350K | 0.1% | N/A | 0.010% | |
5/8/2025 | Harbour Investments Inc. | 21,227 | $408K | 0.0% | +758.0% | 0.012% | |
5/8/2025 | Arkadios Wealth Advisors | 57,579 | $1.11M | 0.0% | +3.6% | 0.033% | |
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5/7/2025 | N.E.W. Advisory Services LLC | 1,540 | $30K | 0.0% | N/A | 0.001% | |
5/7/2025 | Foundations Investment Advisors LLC | 35,717 | $686K | 0.0% | +185.4% | 0.020% | |
5/7/2025 | Mackenzie Financial Corp | 22,284 | $428K | 0.0% | -33.1% | 0.013% | |
5/7/2025 | Prosperity Consulting Group LLC | 10,668 | $205K | 0.0% | -20.4% | 0.006% | |
5/7/2025 | Melia Wealth LLC | 762,512 | $14.65M | 7.6% | +0.3% | 0.435% | |
5/7/2025 | LPL Financial LLC | 1,130,362 | $21.71M | 0.0% | +14.5% | 0.644% | |
5/7/2025 | HB Wealth Management LLC | 12,089 | $232K | 0.0% | +13.2% | 0.007% | |
5/6/2025 | Cetera Investment Advisers | 191,097 | $3.67M | 0.0% | +25.2% | 0.109% | |
5/6/2025 | Avantax Advisory Services Inc. | 13,130 | $252K | 0.0% | +7.7% | 0.007% | |
5/6/2025 | AE Wealth Management LLC | 26,108 | $502K | 0.0% | -3.0% | 0.015% | |
5/6/2025 | Y Intercept Hong Kong Ltd | 31,396 | $603K | 0.0% | N/A | 0.018% | |
5/5/2025 | J.W. Cole Advisors Inc. | 51,195 | $983K | 0.0% | N/A | 0.029% | |
5/5/2025 | IFP Advisors Inc | 9,624 | $185K | 0.0% | -12.1% | 0.005% | |
5/5/2025 | Kestra Private Wealth Services LLC | 90,876 | $1.75M | 0.0% | +9.6% | 0.052% | |
5/5/2025 | FAS Wealth Partners Inc. | 188,097 | $3.61M | 0.3% | -4.1% | 0.107% | |
5/5/2025 | Denali Advisors LLC | 341,045 | $6.55M | 0.7% | -2.4% | 0.194% | |
5/5/2025 | Private Advisor Group LLC | 140,565 | $2.70M | 0.0% | +7.2% | 0.080% | |
5/5/2025 | Muzinich & Co. Inc. | 510,371 | $9.80M | 5.6% | +13.4% | 0.291% | |
5/2/2025 | Graypoint LLC | 165,597 | $3.18M | 0.2% | +0.4% | 0.094% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 84,602 | $1.63M | 0.4% | -4.9% | 0.048% | |
5/2/2025 | Cullen Frost Bankers Inc. | 5,967 | $115K | 0.0% | +2,355.6% | 0.003% | |
5/2/2025 | Tectonic Advisors LLC | 531,792 | $10.22M | 0.6% | +7.7% | 0.303% | |
5/2/2025 | Dakota Wealth Management | 37,385 | $718K | 0.0% | -3.5% | 0.021% | |
5/2/2025 | Apollon Wealth Management LLC | 20,073 | $386K | 0.0% | +28.5% | 0.011% | |
5/2/2025 | Sigma Planning Corp | 46,811 | $899K | 0.0% | -1.7% | 0.027% | |
5/1/2025 | Bleakley Financial Group LLC | 47,068 | $904K | 0.0% | +22.2% | 0.027% | |
5/1/2025 | Left Brain Wealth Management LLC | 278,894 | $5.36M | 2.3% | +1.1% | 0.159% | |
4/30/2025 | Cerity Partners LLC | 28,557 | $549K | 0.0% | +36.6% | 0.016% | |
4/30/2025 | Sharpepoint LLC | 75,696 | $1.37M | 1.2% | +16.2% | 0.043% | |
4/30/2025 | Nisa Investment Advisors LLC | 9,400 | $181K | 0.0% | +147.4% | 0.005% | |
4/30/2025 | Stratos Wealth Partners LTD. | 12,817 | $246K | 0.0% | -25.7% | 0.007% | |
4/29/2025 | Envestnet Asset Management Inc. | 82,490 | $1.59M | 0.0% | -38.6% | 0.047% | |
4/29/2025 | Chilton Capital Management LLC | 7,000 | $134K | 0.0% | +133.3% | 0.004% | |
4/29/2025 | Concurrent Investment Advisors LLC | 28,597 | $549K | 0.0% | -3.4% | 0.016% | |
4/29/2025 | Bank of New York Mellon Corp | 111,212 | $2.14M | 0.0% | +35.0% | 0.063% | |
4/29/2025 | Generali Investments CEE investicni spolecnost a.s. | 42,750 | $821K | 0.1% | N/A | 0.024% | |
4/28/2025 | D.A. Davidson & CO. | 285,929 | $5.49M | 0.0% | -1.1% | 0.163% | |
4/28/2025 | Strategic Financial Concepts LLC | 14,150 | $272K | 0.1% | -13.2% | 0.008% | |
4/25/2025 | Taylor Frigon Capital Management LLC | 114,664 | $2.20M | 1.3% | +0.7% | 0.065% | |
4/25/2025 | Monument Capital Management | 16,421 | $315K | 0.1% | -4.3% | 0.009% | |
4/25/2025 | Naviter Wealth LLC | 184,454 | $3.55M | 0.4% | +16.7% | 0.105% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 499,699 | $9.60M | 0.0% | +12.9% | 0.285% | |
4/24/2025 | Golden State Wealth Management LLC | 103,486 | $1.99M | 0.3% | -10.5% | 0.059% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 22,405 | $432K | 0.0% | +26.5% | 0.013% | |
4/23/2025 | Golden State Wealth Management LLC | 206,961 | $3.98M | 0.3% | +78.9% | 0.118% | |
4/23/2025 | Bessemer Group Inc. | 2,000 | $38K | 0.0% | N/A | 0.001% | |
4/23/2025 | Oppenheimer & Co. Inc. | 20,218 | $388K | 0.0% | +27.4% | 0.012% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 153,147 | $2.94M | 0.0% | -5.5% | 0.087% | |
4/21/2025 | Abundance Wealth Counselors | 58,155 | $1.12M | 0.2% | +4.3% | 0.033% | |
4/21/2025 | ORG Partners LLC | 11,756 | $225K | 0.1% | +37.1% | 0.007% | |
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4/21/2025 | Autumn Glory Partners LLC | 29,000 | $557K | 0.3% | +41.5% | 0.017% | |
4/21/2025 | Catalina Capital Group LLC | 13,271 | $255K | 0.2% | N/A | 0.008% | |
4/18/2025 | Cornerstone Wealth Management LLC | 23,470 | $451K | 0.0% | +9.5% | 0.013% | |
4/17/2025 | Sowell Financial Services LLC | 16,313 | $313K | 0.0% | -43.3% | 0.009% | |
4/17/2025 | North Star Investment Management Corp. | 53,604 | $1.03M | 0.1% | +2.2% | 0.031% | |
4/17/2025 | Sound Income Strategies LLC | 2,874,455 | $55.22M | 3.3% | +2.1% | 1.660% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 32,832 | $631K | 0.0% | +2.0% | 0.019% | |
4/16/2025 | BigSur Wealth Management LLC | 39,500 | $759K | 0.2% | +61.2% | 0.023% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 153,851 | $2.96M | 0.3% | +4.3% | 0.089% | |
4/15/2025 | Capital Advisory Group Advisory Services LLC | 87,053 | $1.67M | 0.6% | -40.2% | 0.050% | |