7/25/2025 | Astoria Portfolio Advisors LLC. | 1,262 | $215K | 0.1% | -13.1% | 0.022% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 3,649 | $603K | 0.2% | -28.0% | 0.063% | |
7/24/2025 | Blue Trust Inc. | 1,208 | $200K | 0.0% | -30.3% | 0.021% | |
7/23/2025 | Slow Capital Inc. | 13,243 | $2.19M | 0.3% | -2.2% | 0.228% | |
7/21/2025 | NTV Asset Management LLC | 8,800 | $1.46M | 0.2% | -1.1% | 0.152% | |
7/21/2025 | FSA Wealth Partners Inc. | 4,805 | $795K | 0.4% | N/A | 0.083% | |
7/16/2025 | CX Institutional | 325 | $54K | 0.0% | -20.5% | 0.006% | |
7/15/2025 | Financial Management Professionals Inc. | 14,135 | $2.34M | 0.3% | N/A | 0.244% | |
7/11/2025 | Farther Finance Advisors LLC | 507 | $84K | 0.0% | +37.0% | 0.009% | |
7/11/2025 | CX Institutional | 325 | $54K | 0.0% | -20.5% | 0.006% | |
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7/8/2025 | Ehrlich Financial Group | 1,946 | $322K | 0.2% | -33.5% | 0.034% | |
5/19/2025 | Jane Street Group LLC | 37,549 | $5.46M | 0.0% | +57.1% | 0.573% | |
5/16/2025 | Jones Financial Companies Lllp | 5,207 | $709K | 0.0% | +411.5% | 0.075% | |
5/15/2025 | Royal Bank of Canada | 33,370 | $4.85M | 0.0% | -5.9% | 0.484% | |
5/14/2025 | Comerica Bank | 4,332 | $630K | 0.0% | -6.8% | 0.063% | |
5/14/2025 | Flow Traders U.S. LLC | 2,482 | $361K | 0.0% | N/A | 0.036% | |
5/14/2025 | PGIM Custom Harvest LLC | 105,817 | $15.38M | 0.4% | +121.2% | 1.534% | |
5/13/2025 | Cresset Asset Management LLC | 10,252 | $1.49M | 0.0% | +21.5% | 0.149% | |
5/12/2025 | National Bank of Canada FI | 80,118 | $11.66M | 0.0% | +136.6% | 1.161% | |
5/8/2025 | Baker Avenue Asset Management LP | 7,070 | $1.03M | 0.0% | +2.0% | 0.102% | |
5/8/2025 | US Bancorp DE | 746 | $108K | 0.0% | -11.7% | 0.011% | |
5/7/2025 | LPL Financial LLC | 14,067 | $2.05M | 0.0% | +0.7% | 0.204% | |
5/6/2025 | Assetmark Inc. | 366 | $53K | 0.0% | -99.9% | 0.005% | |
5/6/2025 | Cetera Investment Advisers | 8,648 | $1.26M | 0.0% | -17.6% | 0.125% | |
5/2/2025 | Sigma Planning Corp | 3,923 | $570K | 0.0% | -1.8% | 0.057% | |
5/2/2025 | Slow Capital Inc. | 13,542 | $1.97M | 0.3% | -26.9% | 0.196% | |
4/30/2025 | Cerity Partners LLC | 5,382 | $782K | 0.0% | -5.6% | 0.078% | |
4/30/2025 | NTV Asset Management LLC | 8,900 | $1.29M | 0.2% | -2.2% | 0.129% | |
4/29/2025 | Richard Bernstein Advisors LLC | 623,365 | $90.63M | 2.2% | -4.0% | 9.034% | |
4/29/2025 | Envestnet Asset Management Inc. | 89,977 | $13.08M | 0.0% | -9.7% | 1.304% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 2,334 | $339K | 0.2% | +51.0% | 0.034% | |
4/29/2025 | Bank of New York Mellon Corp | 6,601 | $960K | 0.0% | -5.1% | 0.096% | |
4/24/2025 | Patron Partners LLC | 1,440 | $209K | 0.1% | -10.3% | 0.022% | |
4/24/2025 | Transcend Capital Advisors LLC | 10,148 | $1.48M | 0.1% | -3.7% | 0.155% | |
4/23/2025 | Bessemer Group Inc. | 1,520 | $221K | 0.0% | -40.4% | 0.023% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,487 | $652K | 0.0% | -5.5% | 0.069% | |
4/21/2025 | Provident Wealth Management LLC | 500 | $73K | 0.0% | N/A | 0.008% | |
4/21/2025 | Blue Trust Inc. | 1,734 | $252K | 0.0% | +141.5% | 0.026% | |
4/17/2025 | Janney Montgomery Scott LLC | 1,622 | $236K | 0.0% | -23.6% | 0.025% | |
4/15/2025 | CX Institutional | 409 | $59K | 0.0% | N/A | 0.006% | |
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4/14/2025 | Farther Finance Advisors LLC | 370 | $54K | 0.0% | N/A | 0.006% | |
2/18/2025 | GTS Securities LLC | 3,061 | $432K | 0.0% | N/A | 0.074% | |
2/17/2025 | Quantinno Capital Management LP | 10,813 | $1.53M | 0.0% | +27.6% | 0.261% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 1,546 | $218K | 0.1% | N/A | 0.037% | |
2/17/2025 | Cresset Asset Management LLC | 8,439 | $1.19M | 0.0% | -36.8% | 0.203% | |
2/17/2025 | Cetera Investment Advisers | 10,499 | $1.48M | 0.0% | +48.9% | 0.253% | |
2/17/2025 | Citadel Advisors LLC | 2,516 | $355K | 0.0% | -29.9% | 0.061% | |
2/17/2025 | Baker Avenue Asset Management LP | 6,933 | $979K | 0.0% | +1.9% | 0.167% | |
2/17/2025 | Beaumont Capital Management LLC | 2,054 | $290K | 0.2% | N/A | 0.049% | |
2/17/2025 | Bank of America Corp DE | 1,165,666 | $164.63M | 0.0% | -2.4% | 28.088% | |
2/17/2025 | Ameriprise Financial Inc. | 15,885 | $2.24M | 0.0% | N/A | 0.383% | |
2/14/2025 | Jane Street Group LLC | 23,899 | $3.38M | 0.0% | +238.8% | 0.576% | |
2/14/2025 | Comerica Bank | 4,650 | $657K | 0.0% | -3.5% | 0.112% | |
2/14/2025 | Susquehanna International Group LLP | 16,661 | $2.35M | 0.0% | +40.4% | 0.401% | |
2/14/2025 | Stifel Financial Corp | 5,226 | $738K | 0.0% | -2.1% | 0.126% | |
2/13/2025 | Hanlon Investment Management Inc. | 2,128 | $301K | 0.1% | N/A | 0.051% | |
2/13/2025 | Mariner LLC | 2,772 | $391K | 0.0% | +3.5% | 0.067% | |
2/13/2025 | Raymond James Financial Inc. | 3,780 | $534K | 0.0% | N/A | 0.091% | |
2/13/2025 | Cerity Partners LLC | 5,699 | $805K | 0.0% | -3.8% | 0.137% | |
2/13/2025 | Envestnet Asset Management Inc. | 99,683 | $14.08M | 0.0% | +11.2% | 2.402% | |
2/13/2025 | Wells Fargo & Company MN | 20,905 | $2.95M | 0.0% | +1.0% | 0.504% | |
2/12/2025 | National Bank of Canada FI | 33,861 | $4.78M | 0.0% | +5,688.2% | 0.816% | |
2/12/2025 | JPMorgan Chase & Co. | 8,356 | $1.18M | 0.0% | +27.4% | 0.201% | |
2/12/2025 | PKS Advisory Services LLC | 3,333 | $471K | 0.1% | N/A | 0.080% | |
2/11/2025 | Interchange Capital Partners LLC | 2,843 | $402K | 0.1% | -6.4% | 0.069% | |
2/11/2025 | LPL Financial LLC | 13,976 | $1.97M | 0.0% | +3.1% | 0.337% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,784 | $676K | 0.0% | +137.7% | 0.115% | |
2/10/2025 | Commonwealth Equity Services LLC | 2,811 | $397K | 0.0% | -4.7% | 0.068% | |
2/10/2025 | Hopwood Financial Services Inc. | 325 | $46K | 0.0% | N/A | 0.008% | |
2/7/2025 | HighTower Advisors LLC | 5,023 | $709K | 0.0% | +61.0% | 0.121% | |
2/6/2025 | Raymond James Financial Inc. | 3,780 | $534K | 0.0% | N/A | 0.091% | |
2/6/2025 | Atria Investments Inc | 7,703 | $1.09M | 0.0% | +14.2% | 0.186% | |
2/6/2025 | Assetmark Inc. | 245,376 | $34.65M | 0.1% | +44,352.2% | 5.913% | |
2/6/2025 | Jones Financial Companies Lllp | 1,018 | $144K | 0.0% | +82.8% | 0.025% | |
2/5/2025 | Purkiss Capital Advisors LLC | 2,728 | $385K | 0.3% | N/A | 0.066% | |
2/5/2025 | US Bancorp DE | 845 | $119K | 0.0% | +11.2% | 0.020% | |
2/5/2025 | Fisher Asset Management LLC | 1,790,393 | $252.86M | 0.1% | +10.6% | 43.142% | |
2/4/2025 | Richard Bernstein Advisors LLC | 649,102 | $91.67M | 2.1% | -1.7% | 15.641% | |
2/4/2025 | Bank of New York Mellon Corp | 6,957 | $982K | 0.0% | -22.9% | 0.168% | |
2/3/2025 | Sigma Planning Corp | 3,993 | $564K | 0.0% | -16.3% | 0.096% | |
2/3/2025 | Transcend Capital Advisors LLC | 10,540 | $1.49M | 0.1% | -1.8% | 0.254% | |
2/3/2025 | Capital Investment Counsel Inc | 247 | $35K | 0.0% | N/A | 0.006% | |
1/31/2025 | Atria Wealth Solutions Inc. | 2,016 | $285K | 0.0% | N/A | 0.049% | |
1/31/2025 | Venturi Wealth Management LLC | 211 | $30K | 0.0% | -31.3% | 0.005% | |
1/31/2025 | NTV Asset Management LLC | 9,100 | $1.29M | 0.2% | -3.2% | 0.219% | |
1/31/2025 | Sanctuary Advisors LLC | 14,509 | $2.16M | 0.0% | -1.4% | 0.350% | |
1/30/2025 | Csenge Advisory Group | 6,567 | $927K | 0.1% | N/A | 0.158% | |
1/30/2025 | Principal Securities Inc. | 202 | $29K | 0.0% | N/A | 0.005% | |
1/30/2025 | Aveo Capital Partners LLC | 25,710 | $3.63M | 0.4% | N/A | 0.620% | |
1/30/2025 | Blue Trust Inc. | 718 | $101K | 0.0% | +184.9% | 0.017% | |
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1/29/2025 | Gladstone Institutional Advisory LLC | 5,044 | $712K | 0.0% | +45.7% | 0.122% | |
1/28/2025 | Advisors Preferred LLC | 2,963 | $417K | 0.1% | N/A | 0.071% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 4,483 | $633K | 0.0% | N/A | 0.108% | |
1/24/2025 | Total Clarity Wealth Management Inc. | 5,068 | $716K | 0.2% | -41.8% | 0.122% | |
1/22/2025 | Slow Capital Inc. | 18,526 | $2.62M | 0.4% | -1.6% | 0.446% | |
1/22/2025 | Blue Trust Inc. | 723 | $108K | 0.0% | +186.9% | 0.017% | |
1/21/2025 | Patriot Investment Management Group Inc. | 5,645 | $797K | 0.1% | -3.1% | 0.136% | |
1/17/2025 | Janney Montgomery Scott LLC | 2,124 | $300K | 0.0% | -12.2% | 0.051% | |
1/15/2025 | Astoria Portfolio Advisors LLC. | 1,447 | $205K | 0.1% | -25.9% | 0.035% | |
1/13/2025 | Sunflower Bank N.A. | 2,375 | $335K | 0.1% | -48.4% | 0.057% | |