7/8/2025 | Melone Private Wealth LLC | 188,061 | $1.78M | 0.9% | +6.8% | 0.347% | |
5/21/2025 | Indiana Trust & Investment Management Co | 172,000 | $1.71M | 0.6% | -2.1% | 0.317% | |
5/16/2025 | Jones Financial Companies Lllp | 25,436 | $253K | 0.0% | N/A | 0.047% | |
5/16/2025 | Advisors Asset Management Inc. | 208,615 | $2.08M | 0.0% | +40.8% | 0.385% | |
5/15/2025 | Royal Bank of Canada | 238,477 | $2.38M | 0.0% | -7.7% | 0.440% | |
5/15/2025 | Calton & Associates Inc. | 13,210 | $132K | 0.0% | N/A | 0.024% | |
5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 47,965 | $478K | 0.2% | +23.6% | 0.088% | |
5/13/2025 | Sit Investment Associates Inc. | 2,001,609 | $19.94M | 0.5% | -12.5% | 3.691% | |
5/12/2025 | Nuveen LLC | 18,694 | $186K | 0.0% | N/A | 0.034% | |
5/12/2025 | Invesco Ltd. | 143,096 | $1.43M | 0.0% | +1.5% | 0.264% | |
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5/12/2025 | AlphaCore Capital LLC | 15,721 | $157K | 0.0% | N/A | 0.029% | |
5/9/2025 | PNC Financial Services Group Inc. | 84,821 | $845K | 0.0% | +285.0% | 0.156% | |
5/7/2025 | Fiera Capital Corp | 518,847 | $5.17M | 0.0% | -6.1% | 0.957% | |
5/7/2025 | LPL Financial LLC | 459,388 | $4.58M | 0.0% | +27.1% | 0.847% | |
5/6/2025 | Cetera Investment Advisers | 24,069 | $240K | 0.0% | +13.7% | 0.044% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 11,600 | $116K | 0.0% | -15.3% | 0.021% | |
5/5/2025 | Calton & Associates Inc. | 16,137 | $161K | 0.0% | N/A | 0.030% | |
5/5/2025 | Private Advisor Group LLC | 70,968 | $707K | 0.0% | -3.7% | 0.131% | |
5/2/2025 | Leo Wealth LLC | 175,758 | $1.75M | 0.3% | -20.7% | 0.324% | |
5/2/2025 | Dakota Wealth Management | 98,000 | $976K | 0.0% | -7.1% | 0.181% | |
5/1/2025 | Greatmark Investment Partners Inc. | 231,250 | $2.30M | 0.3% | +7.8% | 0.426% | |
5/1/2025 | High Note Wealth LLC | 7,747 | $77K | 0.0% | -38.5% | 0.014% | |
4/30/2025 | Cerity Partners LLC | 21,630 | $215K | 0.0% | -7.6% | 0.040% | |
4/30/2025 | Stratos Wealth Partners LTD. | 96,717 | $963K | 0.0% | -1.6% | 0.178% | |
4/29/2025 | Capital Investment Advisory Services LLC | 61,189 | $609K | 0.1% | +7.6% | 0.113% | |
4/29/2025 | Mackay Shields LLC | 370,162 | $3.69M | 0.1% | -0.4% | 0.683% | |
4/23/2025 | Tyche Wealth Partners LLC | 70,598 | $703K | 0.2% | +4.8% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 15,825 | $158K | 0.0% | N/A | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,548 | $324K | 0.0% | +6.8% | 0.000% | |
4/22/2025 | Kennedy Investment Group | 229,135 | $2.28M | 1.1% | -14.6% | 0.000% | |
4/21/2025 | Riverbridge Partners LLC | 20,620 | $205K | 0.0% | +7.3% | 0.000% | |
4/14/2025 | LexAurum Advisors LLC | 113,651 | $1.13M | 0.2% | N/A | 0.000% | |
4/11/2025 | Sovereign Financial Group Inc. | 27,949 | $278K | 0.1% | +10.8% | 0.000% | |
4/11/2025 | Permanent Capital Management LP | 14,029 | $140K | 0.0% | -8.2% | 0.000% | |
4/11/2025 | Melone Private Wealth LLC | 176,109 | $1.75M | 0.9% | +1.0% | 0.000% | |
4/8/2025 | Rothschild Investment LLC | 113,800 | $1.13M | 0.1% | -13.0% | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 1,112,444 | $11.25M | 0.0% | +45.6% | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 14,000 | $141K | 0.0% | N/A | 0.000% | |
2/17/2025 | Nuveen Asset Management LLC | 35,973 | $363K | 0.0% | +159.5% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 21,177 | $214K | 0.0% | +24.4% | 0.000% | |
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2/17/2025 | Bank of America Corp DE | 329,178 | $3.33M | 0.0% | +57.4% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 300,727 | $3.04M | 0.0% | +7.1% | 0.000% | |
2/17/2025 | Anderson Financial Strategies LLC | 12,635 | $128K | 0.1% | N/A | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 43,361 | $438K | 0.0% | -81.2% | 0.000% | |
2/14/2025 | Quarry LP | 39,036 | $394K | 0.1% | +22.8% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 172,941 | $1.75M | 0.0% | +3.4% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 15,920 | $161K | 0.0% | -13.7% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 22,670 | $229K | 0.0% | +36.8% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 729,804 | $7.37M | 0.1% | +36.2% | 0.000% | |
2/13/2025 | XTX Topco Ltd | 17,004 | $172K | 0.0% | N/A | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 30,000 | $303K | 0.0% | +20.0% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 51,477 | $520K | 0.0% | -15.1% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 208,943 | $2.11M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 140,922 | $1.42M | 0.0% | +55.4% | 0.000% | |
2/13/2025 | Bank of Montreal Can | 39,005 | $394K | 0.0% | +4.0% | 0.000% | |
2/13/2025 | Cerity Partners LLC | 23,408 | $236K | 0.0% | -10.3% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 2,286,766 | $23.10M | 0.5% | -8.2% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 450,590 | $4.55M | 0.0% | -3.4% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 23,365 | $236K | 0.0% | N/A | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 38,798 | $392K | 0.1% | +18.1% | 0.000% | |
2/12/2025 | StoneX Group Inc. | 19,467 | $197K | 0.0% | N/A | 0.000% | |
2/11/2025 | Mountain Hill Investment Partners Corp. | 7,000 | $71K | 0.1% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 361,472 | $3.65M | 0.0% | +143.4% | 0.000% | |
2/10/2025 | Harbour Investments Inc. | 21,679 | $219K | 0.0% | +30.7% | 0.000% | |
2/10/2025 | Greatmark Investment Partners Inc. | 214,500 | $2.17M | 0.3% | -0.9% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 10,039 | $101K | 0.0% | -74.8% | 0.000% | |
2/7/2025 | Permanent Capital Management LP | 15,274 | $154K | 0.0% | N/A | 0.000% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 13,700 | $138K | 0.0% | -13.8% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 208,943 | $2.11M | 0.0% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 13,167 | $133K | 0.0% | -45.5% | 0.000% | |
2/4/2025 | Mackay Shields LLC | 371,828 | $3.76M | 0.1% | -0.5% | 0.000% | |
1/31/2025 | Robinson Capital Management LLC | 1,381,874 | $13.96M | 5.6% | +44.5% | 0.000% | |
1/31/2025 | Truist Financial Corp | 730,429 | $7.38M | 0.0% | -3.1% | 0.000% | |
1/29/2025 | Van ECK Associates Corp | 406,392 | $4.11M | 0.0% | +3.1% | 0.000% | |
1/29/2025 | Indiana Trust & Investment Management Co | 175,690 | $1.77M | 0.6% | +1.9% | 0.000% | |
1/28/2025 | Leo Wealth LLC | 221,650 | $2.24M | 0.2% | +1.6% | 0.000% | |
1/27/2025 | Tyche Wealth Partners LLC | 67,364 | $680K | 0.1% | -5.8% | 0.000% | |
1/24/2025 | Absolute Investment Advisers LLC | 107,994 | $1.09M | 0.1% | N/A | 0.000% | |
1/23/2025 | Capital Investment Advisory Services LLC | 56,861 | $574K | 0.1% | +3.9% | 0.000% | |
1/22/2025 | Kennedy Investment Group | 268,241 | $2.71M | 1.2% | -6.1% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 22,890 | $231K | 0.0% | +23.2% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 14,861 | $150K | 0.0% | N/A | 0.000% | |
1/17/2025 | Dakota Wealth Management | 105,500 | $1.07M | 0.0% | +17.2% | 0.000% | |
1/15/2025 | Wealth Alliance Advisory Group LLC | 15,737 | $159K | 0.0% | -7.1% | 0.000% | |
1/14/2025 | Sovereign Financial Group Inc. | 25,215 | $255K | 0.1% | +130.5% | 0.000% | |
1/14/2025 | Melone Private Wealth LLC | 174,333 | $1.76M | 0.9% | +1.6% | 0.000% | |
1/13/2025 | Claro Advisors LLC | 104,541 | $1.06M | 0.1% | -2.4% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 13,305 | $134K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 167,271 | $1.77M | 0.0% | +1.1% | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 1,612,419 | $17.03M | 0.8% | -2.0% | 0.000% | |
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11/15/2024 | HighTower Advisors LLC | 39,868 | $429K | 0.0% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 60,619 | $640K | 0.0% | +1.7% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 18,576 | $196K | 0.0% | +20.4% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 764,291 | $8.07M | 0.0% | +27.3% | 0.000% | |
11/7/2024 | Claro Advisors LLC | 107,165 | $1.13M | 0.1% | +15.4% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 24,167 | $255K | 0.0% | +37.1% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 543,547 | $5.74M | 0.0% | -2.3% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 394,076 | $4.03M | 0.0% | -0.7% | 0.000% | |
10/25/2024 | Tyche Wealth Partners LLC | 71,544 | $756K | 0.2% | -11.9% | 0.000% | |
10/24/2024 | Kercheville Advisors LLC | 13,463 | $142K | 0.1% | +8.3% | 0.000% | |