5/20/2025 | Focus Partners Wealth | 26,774 | $2.54M | 0.0% | -4.8% | 0.098% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 9,924 | $945K | 0.7% | -10.6% | 0.036% | |
5/16/2025 | Prostatis Group LLC | 26,029 | $2.48M | 0.8% | -13.8% | 0.095% | |
5/16/2025 | Empowered Funds LLC | 12,719 | $1.21M | 0.0% | +168.8% | 0.046% | |
5/16/2025 | Everstar Asset Management LLC | 13,017 | $1.24M | 0.2% | +30.9% | 0.047% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,893,090 | $180.24M | 0.0% | +22.2% | 6.897% | |
5/16/2025 | Jones Financial Companies Lllp | 139,561 | $13.29M | 0.0% | +878.8% | 0.508% | |
5/16/2025 | NewEdge Advisors LLC | 22,396 | $2.13M | 0.0% | -12.2% | 0.082% | |
5/16/2025 | Integrated Wealth Concepts LLC | 7,448 | $709K | 0.0% | N/A | 0.027% | |
5/16/2025 | Alexis Investment Partners LLC | 4,253 | $405K | 0.2% | -3.4% | 0.015% | |
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5/15/2025 | Federation des caisses Desjardins du Quebec | 23,470 | $2.24M | 0.0% | -0.6% | 0.086% | |
5/15/2025 | Royal Bank of Canada | 399,182 | $38.01M | 0.0% | +19.4% | 1.454% | |
5/15/2025 | Graham Capital Management L.P. | 27,500 | $2.62M | 0.0% | N/A | 0.100% | |
5/15/2025 | Junto Capital Management LP | 356,634 | $33.96M | 0.7% | N/A | 1.299% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 62,886 | $5.99M | 0.3% | -0.4% | 0.229% | |
5/15/2025 | BNP Paribas Financial Markets | 334,988 | $31.89M | 0.0% | -48.5% | 1.220% | |
5/14/2025 | Comerica Bank | 1,728 | $165K | 0.0% | -37.4% | 0.006% | |
5/14/2025 | Walleye Capital LLC | 8,140 | $775K | 0.0% | -89.6% | 0.030% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 29,185 | $2.78M | 0.0% | -0.6% | 0.106% | |
5/14/2025 | Kestra Advisory Services LLC | 14,691 | $1.40M | 0.0% | -12.7% | 0.054% | |
5/14/2025 | Giverny Capital Inc. | 10,961 | $1.04M | 0.0% | +5.1% | 0.040% | |
5/13/2025 | Raymond James Financial Inc. | 117,299 | $11.17M | 0.0% | -48.1% | 0.444% | |
5/13/2025 | Menora Mivtachim Holdings LTD. | 1,258,000 | $119.77M | 0.8% | N/A | 4.765% | |
5/13/2025 | Howard Wealth Management LLC | 3,025 | $288K | 0.2% | -3.8% | 0.011% | |
5/13/2025 | HighTower Advisors LLC | 24,641 | $2.35M | 0.0% | -51.9% | 0.093% | |
5/12/2025 | WP Advisors LLC | 3,905 | $372K | 0.1% | N/A | 0.015% | |
5/12/2025 | Meridian Wealth Management LLC | 16,801 | $1.60M | 0.1% | +18.2% | 0.064% | |
5/12/2025 | Benjamin Edwards Inc. | 2,201 | $210K | 0.0% | -7.4% | 0.008% | |
5/12/2025 | National Bank of Canada FI | 3,518 | $335K | 0.0% | -3.7% | 0.013% | |
5/12/2025 | Citigroup Inc. | 147,082 | $14.00M | 0.0% | -85.2% | 0.557% | |
5/12/2025 | AlphaCore Capital LLC | 877 | $84K | 0.0% | N/A | 0.003% | |
5/12/2025 | Y.D. More Investments Ltd | 9,900 | $943K | 0.1% | +607.1% | 0.038% | |
5/9/2025 | WealthShield Partners LLC | 900 | $86K | 0.0% | N/A | 0.003% | |
5/9/2025 | Atria Wealth Solutions Inc. | 3,203 | $305K | 0.0% | -76.3% | 0.012% | |
5/9/2025 | Costello Asset Management INC | 1,932 | $184K | 0.1% | N/A | 0.007% | |
5/9/2025 | Blair William & Co. IL | 2,166 | $206K | 0.0% | -34.4% | 0.008% | |
5/9/2025 | Scotia Capital Inc. | 53,584 | $5.10M | 0.0% | +48.9% | 0.203% | |
5/9/2025 | PNC Financial Services Group Inc. | 3,144 | $299K | 0.0% | +4.0% | 0.012% | |
5/8/2025 | IFG Advisory LLC | 3,322 | $316K | 0.0% | -50.1% | 0.013% | |
5/8/2025 | SPC Financial Inc. | 17,688 | $1.68M | 0.1% | -9.2% | 0.067% | |
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5/8/2025 | Jefferies Financial Group Inc. | 59,851 | $5.70M | 0.1% | N/A | 0.227% | |
5/8/2025 | Certified Advisory Corp | 4,637 | $442K | 0.1% | +9.3% | 0.018% | |
5/8/2025 | Harbour Investments Inc. | 3,039 | $289K | 0.0% | -51.4% | 0.012% | |
5/8/2025 | Lyell Wealth Management LP | 4,750 | $452K | 0.0% | +8.4% | 0.018% | |
5/8/2025 | Arkadios Wealth Advisors | 2,146 | $204K | 0.0% | N/A | 0.008% | |
5/8/2025 | FOCUS Wealth Advisors LLC | 50,188 | $4.78M | 2.6% | -1.3% | 0.190% | |
5/7/2025 | Werba Rubin Papier Wealth Management | 3,667 | $349K | 0.1% | -25.3% | 0.014% | |
5/7/2025 | Sterling Investment Advisors Ltd. | 5,843 | $556K | 0.1% | -3.7% | 0.022% | |
5/7/2025 | LPL Financial LLC | 298,867 | $28.46M | 0.0% | -5.1% | 1.132% | |
5/7/2025 | Spectrum Wealth Counsel LLC | 282 | $27K | 0.0% | -99.4% | 0.001% | |
5/6/2025 | Assetmark Inc. | 4,002 | $381K | 0.0% | -12.2% | 0.015% | |
5/6/2025 | Cetera Investment Advisers | 93,552 | $8.91M | 0.0% | -18.4% | 0.354% | |
5/6/2025 | Avantax Advisory Services Inc. | 2,688 | $256K | 0.0% | N/A | 0.010% | |
5/6/2025 | Arlington Capital Management Inc. | 27,566 | $2.63M | 2.0% | -44.6% | 0.104% | |
5/6/2025 | Pinnacle Associates Ltd. | 16,135 | $1.54M | 0.0% | +5.0% | 0.061% | |
5/6/2025 | AE Wealth Management LLC | 434 | $41K | 0.0% | -76.1% | 0.002% | |
5/6/2025 | Y Intercept Hong Kong Ltd | 6,219 | $592K | 0.0% | N/A | 0.024% | |
5/6/2025 | PFG Advisors | 12,232 | $1.17M | 0.1% | -31.8% | 0.046% | |
5/5/2025 | Montag A & Associates Inc. | 14,958 | $1.42M | 0.1% | -4.0% | 0.057% | |
5/5/2025 | IFP Advisors Inc | 35,533 | $3.38M | 0.1% | -9.7% | 0.135% | |
5/5/2025 | Kestra Private Wealth Services LLC | 7,232 | $689K | 0.0% | -8.1% | 0.027% | |
5/5/2025 | Beckerman Institutional LLC | 8,215 | $782K | 0.6% | +8.0% | 0.031% | |
5/5/2025 | Private Advisor Group LLC | 49,591 | $4.72M | 0.0% | -39.3% | 0.188% | |
5/2/2025 | Kingsview Wealth Management LLC | 5,506 | $524K | 0.0% | -3.1% | 0.021% | |
5/2/2025 | Wealthfront Advisers LLC | 2,592 | $247K | 0.0% | -27.7% | 0.010% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 308 | $29K | 0.0% | N/A | 0.001% | |
5/2/2025 | Edgestream Partners L.P. | 2,386 | $227K | 0.0% | N/A | 0.009% | |
5/1/2025 | Family Firm Inc. | 8,951 | $852K | 0.2% | +15.2% | 0.034% | |
4/30/2025 | Cerity Partners LLC | 2,469 | $235K | 0.0% | N/A | 0.009% | |
4/30/2025 | Allworth Financial LP | 12,231 | $1.13M | 0.0% | -18.4% | 0.046% | |
4/30/2025 | Peddock Capital Advisors LLC | 16,246 | $1.55M | 0.4% | -6.9% | 0.062% | |
4/30/2025 | Axxcess Wealth Management LLC | 365,657 | $34.81M | 0.9% | +2.7% | 1.385% | |
4/30/2025 | Valeo Financial Advisors LLC | 2,187 | $208K | 0.0% | -5.9% | 0.008% | |
4/30/2025 | Stratos Wealth Partners LTD. | 2,130 | $203K | 0.0% | -53.8% | 0.008% | |
4/30/2025 | Liberty One Investment Management LLC | 4,674 | $445K | 0.0% | -3.9% | 0.018% | |
4/30/2025 | Bank Hapoalim BM | 3,691 | $351K | 0.1% | -4.2% | 0.014% | |
4/30/2025 | Interchange Capital Partners LLC | 3,066 | $298K | 0.1% | +47.8% | 0.012% | |
4/30/2025 | Abound Financial LLC | 1,000 | $95K | 0.0% | N/A | 0.004% | |
4/29/2025 | Envestnet Asset Management Inc. | 29,502 | $2.81M | 0.0% | +5.9% | 0.112% | |
4/29/2025 | Concurrent Investment Advisors LLC | 7,204 | $686K | 0.0% | -39.4% | 0.027% | |
4/29/2025 | Bank of New York Mellon Corp | 3,374 | $321K | 0.0% | -9.4% | 0.013% | |
4/29/2025 | OneDigital Investment Advisors LLC | 2,228 | $212K | 0.0% | N/A | 0.008% | |
4/28/2025 | North Capital Inc. | 825 | $79K | 0.1% | N/A | 0.003% | |
4/28/2025 | DAVENPORT & Co LLC | 3,987 | $380K | 0.0% | -42.8% | 0.015% | |
4/25/2025 | Koshinski Asset Management Inc. | 4,093 | $390K | 0.0% | +12.2% | 0.016% | |
4/25/2025 | Valley National Advisers Inc. | 529 | $50K | 0.0% | -34.9% | 0.002% | |
4/25/2025 | Guardian Asset Advisors LLC | 4,721 | $451K | 0.3% | -3.5% | 0.018% | |
4/24/2025 | Sunbelt Securities Inc. | 1,164 | $111K | 0.0% | -29.0% | 0.004% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 2,760 | $263K | 0.0% | N/A | 0.010% | |
4/24/2025 | Diversified Trust Co | 7,000 | $666K | 0.0% | N/A | 0.027% | |
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4/23/2025 | Cottonwood Capital Advisors LLC | 53,855 | $5.13M | 3.8% | +5.1% | 0.204% | |
4/23/2025 | Golden State Wealth Management LLC | 540 | $51K | 0.0% | +101.5% | 0.002% | |
4/23/2025 | Spire Wealth Management | 2,493 | $237K | 0.0% | -40.4% | 0.009% | |
4/23/2025 | Global Assets Advisory LLC | 2,621 | $237K | 0.0% | N/A | 0.010% | |
4/23/2025 | Oppenheimer & Co. Inc. | 7,422 | $707K | 0.0% | +14.3% | 0.028% | |
4/22/2025 | Jmac Enterprises LLC | 49,254 | $4.69M | 1.1% | +6.7% | 0.187% | |
4/22/2025 | Prairie Wealth Advisors Inc. | 6,088 | $580K | 0.3% | -1.8% | 0.023% | |
4/22/2025 | H&H Retirement Design & Management INC | 9,862 | $863K | 0.6% | +1.4% | 0.037% | |
4/22/2025 | Bright Futures Wealth Management LLC. | 13,971 | $1.22M | 1.3% | -7.8% | 0.053% | |
4/22/2025 | Advisor Resource Council | 8,556 | $815K | 0.1% | N/A | 0.032% | |