4/12/2024 | Global Assets Advisory LLC | 107,006 | $3.18M | 0.0% | N/A | 1.014% | |
2/26/2024 | Virtu Financial LLC | 7,835 | $281K | 0.0% | +42.1% | 0.074% | |
2/15/2024 | Citadel Advisors LLC | 41,271 | $1.48M | 0.0% | N/A | 0.391% | |
2/14/2024 | Royal Bank of Canada | 25,101 | $902K | 0.0% | +19.8% | 0.238% | |
2/14/2024 | Creative Planning | 15,447 | $555K | 0.0% | +31.2% | 0.146% | |
2/13/2024 | Envestnet Asset Management Inc. | 9,480 | $340K | 0.0% | +6.6% | 0.090% | |
|
2/13/2024 | CIBC Private Wealth Group LLC | 3,935,068 | $141.27M | 0.3% | -27.3% | 37.299% | |
2/9/2024 | UBS Group AG | 24,686 | $886K | 0.0% | -10.9% | 0.234% | |
2/7/2024 | Avantax Advisory Services Inc. | 12,635 | $454K | 0.0% | -15.9% | 0.120% | |
2/7/2024 | Blume Capital Management Inc. | 1,500 | $54K | 0.0% | N/A | 0.014% | |
2/5/2024 | Navis Wealth Advisors LLC | 26,837 | $963K | 1.3% | +51.0% | 0.254% | |
2/2/2024 | Truist Financial Corp | 25,687 | $922K | 0.0% | -7.2% | 0.243% | |
1/29/2024 | Money Design Co. Ltd. | 66,854 | $2.40M | 0.1% | -1.9% | 0.634% | |
1/25/2024 | International Assets Investment Management LLC | 35,900 | $12.89M | 0.0% | N/A | 0.340% | |
1/24/2024 | Stratos Wealth Partners LTD. | 14,286 | $513K | 0.0% | -3.2% | 0.135% | |
1/24/2024 | International Assets Investment Management LLC | 35,900 | $12.89M | 0.0% | N/A | 0.340% | |
1/24/2024 | Tempus Wealth Planning LLC | 9,967 | $358K | 0.2% | +42.1% | 0.094% | |
1/16/2024 | Raymond James & Associates | 15,901 | $571K | 0.0% | -17.7% | 0.151% | |
11/21/2023 | Walleye Capital LLC | 6,018 | $220K | 0.0% | N/A | 0.057% | |
11/16/2023 | Creative Planning | 11,774 | $431K | 0.0% | -24.5% | 0.112% | |
11/16/2023 | GTS Securities LLC | 12,808 | $468K | 0.0% | +2.7% | 0.121% | |
11/16/2023 | Harbour Investments Inc. | 1,026 | $38K | 0.0% | -46.6% | 0.010% | |
11/15/2023 | Royal Bank of Canada | 20,949 | $765K | 0.0% | +24.2% | 0.199% | |
11/13/2023 | LPL Financial LLC | 51,102 | $1.87M | 0.0% | -4.0% | 0.484% | |
11/13/2023 | PNC Financial Services Group Inc. | 1,165 | $43K | 0.0% | -37.2% | 0.011% | |
11/9/2023 | UBS Group AG | 27,701 | $1.01M | 0.0% | +5.0% | 0.263% | |
11/8/2023 | D.A. Davidson & CO. | 5,870 | $215K | 0.0% | -6.4% | 0.056% | |
11/8/2023 | Avantax Advisory Services Inc. | 15,015 | $549K | 0.0% | -5.6% | 0.142% | |
11/3/2023 | Tobias Financial Advisors Inc. | 83,961 | $3.07M | 0.8% | +1,274.4% | 0.796% | |
11/1/2023 | Wealthfront Advisers LLC | 89,980 | $3.29M | 0.0% | -19.2% | 0.853% | |
10/30/2023 | Navis Wealth Advisors LLC | 17,771 | $650K | 0.9% | -12.5% | 0.168% | |
10/30/2023 | Money Design Co. Ltd. | 68,172 | $2.49M | 0.2% | -28.4% | 0.646% | |
10/25/2023 | Brown Advisory Inc. | 17,743 | $649K | 0.0% | -10.3% | 0.168% | |
10/24/2023 | Stratos Wealth Partners LTD. | 14,752 | $539K | 0.0% | -11.7% | 0.140% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 7,118 | $260K | 0.0% | -48.2% | 0.067% | |
10/24/2023 | Raymond James & Associates | 19,317 | $706K | 0.0% | +1.8% | 0.183% | |
10/23/2023 | Ulland Investment Advisors LLC | 1,795 | $66K | 0.1% | -36.2% | 0.017% | |
10/23/2023 | Commonwealth Equity Services LLC | 7,592 | $278K | 0.0% | -36.2% | 0.072% | |
10/13/2023 | Dudley & Shanley Inc. | 53,986 | $1.97M | 0.4% | -46.4% | 0.512% | |
8/21/2023 | Osaic Holdings Inc. | 9,277 | $419K | 0.0% | -16.1% | 0.088% | |
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8/16/2023 | GTS Securities LLC | 12,472 | $563K | 0.0% | N/A | 0.118% | |
8/15/2023 | Colony Group LLC | 10,537 | $476K | 0.0% | +4.9% | 0.100% | |
8/15/2023 | Royal Bank of Canada | 16,870 | $762K | 0.0% | -19.4% | 0.160% | |
8/14/2023 | MML Investors Services LLC | 12,436 | $562K | 0.0% | +26.1% | 0.118% | |
8/11/2023 | D.A. Davidson & CO. | 6,270 | $283K | 0.0% | -17.7% | 0.059% | |
8/10/2023 | Osaic Holdings Inc. | 9,277 | $419K | 0.0% | -16.1% | 0.088% | |
8/10/2023 | Commonwealth Equity Services LLC | 11,906 | $538K | 0.0% | -24.1% | 0.113% | |
8/9/2023 | Flow Traders U.S. LLC | 50,342 | $2.27M | 0.1% | +17.5% | 0.477% | |
8/4/2023 | Envestnet Asset Management Inc. | 8,714 | $394K | 0.0% | -6.1% | 0.083% | |
8/3/2023 | Tobias Financial Advisors Inc. | 6,109 | $276K | 0.1% | -51.3% | 0.056% | |
8/2/2023 | Bank of Montreal Can | 48,908 | $2.25M | 0.0% | N/A | 0.445% | |
8/1/2023 | Truist Financial Corp | 28,360 | $1.28M | 0.0% | +1.7% | 0.258% | |
7/31/2023 | LPL Financial LLC | 53,238 | $2.41M | 0.0% | -7.9% | 0.484% | |
7/31/2023 | Brown Advisory Inc. | 19,780 | $894K | 0.0% | -8.4% | 0.180% | |
7/28/2023 | Money Design Co. Ltd. | 95,198 | $4.30M | 0.3% | -17.6% | 0.865% | |
7/21/2023 | Creative Planning | 15,605 | $705K | 0.0% | +86.8% | 0.142% | |
7/21/2023 | Dudley & Shanley Inc. | 100,800 | $4.55M | 0.8% | +93.7% | 0.916% | |
7/21/2023 | Tempus Wealth Planning LLC | 6,933 | $313K | 0.1% | +10.5% | 0.063% | |
7/21/2023 | Global Assets Advisory LLC | 5,003 | $226K | 0.2% | N/A | 0.045% | |
7/20/2023 | International Assets Investment Management LLC | 27,126 | $1.07M | 0.1% | N/A | 0.247% | |
7/20/2023 | Ulland Investment Advisors LLC | 2,815 | $127K | 0.1% | -68.6% | 0.026% | |
7/20/2023 | PFG Advisors | 5,035 | $227K | 0.0% | -9.5% | 0.046% | |
7/13/2023 | Navis Wealth Advisors LLC | 20,314 | $918K | 0.8% | +2.0% | 0.185% | |
5/18/2023 | JPMorgan Chase & Co. | 29,591 | $1.38M | 0.0% | +33,912.6% | 0.269% | |
5/17/2023 | Westside Investment Management Inc. | 8,645 | $400K | 0.1% | +3.6% | 0.079% | |
5/17/2023 | Advisory Services Network LLC | 1,365 | $63K | 0.0% | -49.7% | 0.012% | |
5/17/2023 | Rockefeller Capital Management L.P. | 9,134 | $424K | 0.0% | +141.4% | 0.083% | |
5/16/2023 | Susquehanna International Group LLP | 37,849 | $1.76M | 0.0% | N/A | 0.344% | |
5/16/2023 | Colony Group LLC | 10,042 | $467K | 0.0% | -50.7% | 0.091% | |
5/16/2023 | Jane Street Group LLC | 37,733 | $1.75M | 0.0% | -22.9% | 0.343% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 14,743 | $685K | 0.0% | -3.5% | 0.134% | |
5/15/2023 | Flow Traders U.S. LLC | 42,834 | $1.99M | 0.1% | +101.4% | 0.389% | |
5/12/2023 | MML Investors Services LLC | 9,865 | $459K | 0.0% | -9.0% | 0.090% | |
5/12/2023 | Bank of America Corp DE | 118,593 | $5.51M | 0.0% | +0.6% | 1.078% | |
5/12/2023 | UBS Group AG | 32,422 | $1.51M | 0.0% | +1.7% | 0.295% | |
5/12/2023 | Navis Wealth Advisors LLC | 19,912 | $926K | 1.0% | -13.8% | 0.181% | |
5/12/2023 | HighTower Advisors LLC | 22,338 | $1.04M | 0.0% | +2.1% | 0.203% | |
5/12/2023 | CIBC Private Wealth Group LLC | 6,087,223 | $283.00M | 0.6% | +2.8% | 55.338% | |
5/11/2023 | Envestnet Asset Management Inc. | 9,285 | $432K | 0.0% | +35.0% | 0.084% | |
5/11/2023 | Commonwealth Equity Services LLC | 15,687 | $729K | 0.0% | +26.8% | 0.143% | |
5/10/2023 | LPL Financial LLC | 57,822 | $2.69M | 0.0% | -0.6% | 0.526% | |
5/9/2023 | Tortoise Investment Management LLC | 781 | $36K | 0.0% | N/A | 0.007% | |
5/8/2023 | Tempus Wealth Planning LLC | 6,274 | $292K | 0.1% | +12.5% | 0.057% | |
5/8/2023 | Brown Advisory Inc. | 21,595 | $1.00M | 0.0% | -4.9% | 0.196% | |
5/5/2023 | Truist Financial Corp | 27,894 | $1.30M | 0.0% | +12.6% | 0.254% | |
5/2/2023 | Lincoln National Corp | 4,468 | $208K | 0.0% | -28.8% | 0.037% | |
4/28/2023 | Avantax Advisory Services Inc. | 15,818 | $735K | 0.0% | -3.6% | 0.132% | |
4/28/2023 | Wealthfront Advisers LLC | 69,432 | $3.23M | 0.0% | +33.1% | 0.580% | |
4/27/2023 | Stratos Wealth Partners LTD. | 16,711 | $777K | 0.0% | -9.9% | 0.139% | |
4/27/2023 | Money Design Co. Ltd. | 115,493 | $5.37M | 0.3% | N/A | 0.964% | |
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4/24/2023 | Tobias Financial Advisors Inc. | 12,538 | $583K | 0.2% | -34.2% | 0.105% | |
4/21/2023 | PFG Advisors | 5,564 | $259K | 0.0% | +4.5% | 0.046% | |
4/18/2023 | Stegent Equity Advisors Inc. | 22,299 | $1.04M | 1.0% | -10.9% | 0.186% | |
4/17/2023 | Ulland Investment Advisors LLC | 8,965 | $417K | 0.5% | -14.7% | 0.075% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 13,931 | $648K | 0.0% | -3.3% | 0.116% | |
3/6/2023 | Rockefeller Capital Management L.P. | 3,784 | $172K | 0.0% | -45.8% | 0.032% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 89,292 | $4.06M | 0.0% | +1.6% | 0.745% | |
2/17/2023 | Truist Financial Corp | 24,765 | $1.13M | 0.0% | +15.2% | 0.207% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 15,279 | $695K | 0.0% | +18.0% | 0.128% | |
2/15/2023 | Jane Street Group LLC | 48,913 | $2.23M | 0.0% | +257.7% | 0.408% | |