5/2/2025 | Sumitomo Life Insurance Co. | 2,208,431 | $50.29M | 1.8% | +38.3% | 5.271% | |
5/1/2025 | Schechter Investment Advisors LLC | 144,259 | $3.29M | 0.3% | -0.4% | 0.344% | |
5/1/2025 | Fifth Third Securities Inc. | 9,019 | $205K | 0.0% | N/A | 0.022% | |
4/30/2025 | Strategic Investment Management LLC | 873,720 | $19.90M | 8.0% | -7.3% | 2.085% | |
4/30/2025 | Wealth Advisory Solutions LLC | 29,606 | $674K | 0.2% | N/A | 0.071% | |
4/30/2025 | Sierra Capital LLC | 21,648 | $493K | 0.1% | +84.4% | 0.052% | |
4/29/2025 | Envestnet Asset Management Inc. | 98,408 | $2.24M | 0.0% | +86.7% | 0.235% | |
4/29/2025 | DT Investment Partners LLC | 164,685 | $3.75M | 0.4% | -5.6% | 0.393% | |
4/29/2025 | Bank of New York Mellon Corp | 194,750 | $4.43M | 0.0% | -3.6% | 0.465% | |
4/25/2025 | Red Cedar Investment Management LLC | 184,379 | $4.20M | 0.6% | -4.5% | 0.440% | |
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4/23/2025 | Golden State Wealth Management LLC | 8,558 | $195K | 0.0% | +100.0% | 0.020% | |
4/22/2025 | Castleview Partners LLC | 20,804 | $474K | 0.3% | N/A | 0.050% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 12,126 | $276K | 0.0% | N/A | 0.029% | |
4/17/2025 | Patton Fund Management Inc. | 70,735 | $1.61M | 0.4% | -9.2% | 0.153% | |
4/17/2025 | Inscription Capital LLC | 242,252 | $5.34M | 0.9% | N/A | 0.523% | |
4/17/2025 | Breakwater Investment Management | 19,885 | $453K | 0.2% | -26.2% | 0.043% | |
4/9/2025 | NBC Securities Inc. | 2,160 | $49K | 0.0% | +107,900.0% | 0.005% | |
4/4/2025 | Quent Capital LLC | 554,181 | $12.62M | 1.3% | +9.4% | 1.197% | |
2/21/2025 | Aurdan Capital Management LLC | 10,550 | $230K | 0.1% | N/A | 0.022% | |
2/18/2025 | Sunbelt Securities Inc. | 2,331 | $50K | 0.0% | N/A | 0.005% | |
2/17/2025 | Deutsche Bank AG | 645,356 | $14.05M | 0.0% | +130.2% | 1.383% | |
2/17/2025 | Cetera Investment Advisers | 11,300 | $246K | 0.0% | -16.9% | 0.024% | |
2/17/2025 | Bank of America Corp DE | 431,399 | $9.39M | 0.0% | -49.9% | 0.925% | |
2/17/2025 | Ameriprise Financial Inc. | 17,392 | $379K | 0.0% | -73.2% | 0.037% | |
2/14/2025 | Stifel Financial Corp | 45,507 | $991K | 0.0% | +8.7% | 0.098% | |
2/14/2025 | Generation Capital Management LLC | 48,635 | $1.06M | 0.9% | N/A | 0.104% | |
2/13/2025 | Strategic Investment Solutions Inc. IL | 1,414 | $28K | 0.0% | N/A | 0.003% | |
2/13/2025 | First Commonwealth Financial Corp PA | 11,675 | $254K | 0.1% | -15.8% | 0.025% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 11,787 | $257K | 0.3% | N/A | 0.025% | |
2/13/2025 | M Holdings Securities Inc. | 69,664 | $1.52M | 0.2% | +52.3% | 0.149% | |
2/13/2025 | Mariner LLC | 40,028 | $871K | 0.0% | -5.5% | 0.086% | |
2/13/2025 | Scotia Capital Inc. | 59,483 | $1.30M | 0.0% | +5.2% | 0.128% | |
2/13/2025 | F M Investments LLC | 26,166 | $570K | 0.0% | -50.0% | 0.056% | |
2/13/2025 | Raymond James Financial Inc. | 49,811 | $1.08M | 0.0% | N/A | 0.107% | |
2/13/2025 | Advisory Services Network LLC | 41,602 | $906K | 0.0% | -55.4% | 0.089% | |
2/13/2025 | Bank of Montreal Can | 16,199 | $353K | 0.0% | -27.2% | 0.035% | |
2/13/2025 | Envestnet Asset Management Inc. | 52,702 | $1.15M | 0.0% | -54.5% | 0.113% | |
2/13/2025 | Wells Fargo & Company MN | 491,478 | $10.70M | 0.0% | -10.0% | 1.054% | |
2/12/2025 | OneAscent Financial Services LLC | 51,785 | $1.13M | 0.1% | N/A | 0.111% | |
2/12/2025 | National Bank of Canada FI | 74,273 | $1.62M | 0.0% | -0.6% | 0.159% | |
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2/12/2025 | JPMorgan Chase & Co. | 24,983 | $544K | 0.0% | -2.5% | 0.054% | |
2/11/2025 | LPL Financial LLC | 86,816 | $1.89M | 0.0% | +148.1% | 0.186% | |
2/11/2025 | M Holdings Securities Inc. | 1,517 | $33K | 0.0% | -96.7% | 0.003% | |
2/10/2025 | Corient Private Wealth LLC | 13,812 | $301K | 0.0% | -27.5% | 0.030% | |
2/10/2025 | Commonwealth Equity Services LLC | 40,231 | $876K | 0.0% | +234.1% | 0.086% | |
2/10/2025 | Avantax Advisory Services Inc. | 20,960 | $456K | 0.0% | +14.7% | 0.045% | |
2/7/2025 | HighTower Advisors LLC | 55,914 | $1.22M | 0.0% | -4.0% | 0.120% | |
2/7/2025 | Moors & Cabot Inc. | 36,428 | $793K | 0.0% | +6.4% | 0.078% | |
2/7/2025 | Amundi | 5,300 | $117K | 0.0% | +20.5% | 0.011% | |
2/7/2025 | PNC Financial Services Group Inc. | 2,170 | $47K | 0.0% | -23.3% | 0.005% | |
2/6/2025 | Raymond James Financial Inc. | 49,811 | $1.08M | 0.0% | N/A | 0.107% | |
2/6/2025 | Assetmark Inc. | 30,758 | $670K | 0.0% | +164.3% | 0.066% | |
2/6/2025 | Schechter Investment Advisors LLC | 144,772 | $3.15M | 0.2% | -6.6% | 0.311% | |
2/5/2025 | US Bancorp DE | 15,479 | $337K | 0.0% | +107.6% | 0.033% | |
2/4/2025 | Bank of New York Mellon Corp | 202,005 | $4.40M | 0.0% | -11.7% | 0.434% | |
1/31/2025 | Atria Wealth Solutions Inc. | 26,600 | $579K | 0.0% | -21.9% | 0.057% | |
1/30/2025 | Allworth Financial LP | 1,753 | $40K | 0.0% | N/A | 0.004% | |
1/30/2025 | Red Cedar Investment Management LLC | 193,083 | $4.20M | 0.5% | -5.8% | 0.417% | |
1/30/2025 | DT Investment Partners LLC | 174,508 | $3.80M | 0.3% | -1.5% | 0.377% | |
1/29/2025 | Avestar Capital LLC | 20,750 | $452K | 0.0% | N/A | 0.045% | |
1/29/2025 | Quent Capital LLC | 506,523 | $11.03M | 1.1% | +28.6% | 1.093% | |
1/29/2025 | Sovran Advisors LLC | 141,014 | $3.22M | 0.5% | N/A | 0.304% | |
1/28/2025 | Golden State Wealth Management LLC | 4,279 | $93K | 0.0% | N/A | 0.009% | |
1/23/2025 | Synergy Asset Management LLC | 3,801 | $80K | 0.0% | N/A | 0.008% | |
1/23/2025 | Patton Fund Management Inc. | 77,887 | $1.70M | 0.3% | -7.1% | 0.168% | |
1/23/2025 | Sumitomo Life Insurance Co. | 1,596,278 | $34.75M | 0.7% | N/A | 3.444% | |
1/22/2025 | Heartland Bank & Trust Co | 295,895 | $6.44M | 3.5% | +2,752.5% | 0.638% | |
1/22/2025 | PFG Investments LLC | 53,026 | $1.15M | 0.1% | +2.0% | 0.114% | |
1/21/2025 | Strategic Investment Management LLC | 942,910 | $20.53M | 7.1% | +4.9% | 2.045% | |
1/16/2025 | Breakwater Investment Management | 26,929 | $586K | 0.2% | +14.4% | 0.058% | |
1/16/2025 | Evanson Asset Management LLC | 47,657 | $1.04M | 0.1% | -5.9% | 0.103% | |
12/26/2024 | JPMorgan Chase & Co. | 25,633 | $538K | 0.0% | -98.2% | 0.058% | |
11/20/2024 | Virtu Financial LLC | 9,973 | $209K | 0.0% | -65.7% | 0.023% | |
11/15/2024 | MML Investors Services LLC | 31,184 | $655K | 0.0% | -12.3% | 0.070% | |
11/15/2024 | State Street Corp | 93,700 | $1.97M | 0.0% | -31.0% | 0.212% | |
11/15/2024 | Stifel Financial Corp | 41,865 | $879K | 0.0% | -11.4% | 0.095% | |
11/15/2024 | HighTower Advisors LLC | 58,257 | $1.22M | 0.0% | -48.2% | 0.132% | |
11/14/2024 | First Commonwealth Financial Corp PA | 13,867 | $291K | 0.1% | +11.3% | 0.031% | |
11/12/2024 | M Holdings Securities Inc. | 45,752 | $961K | 0.2% | +154.1% | 0.103% | |
11/8/2024 | Moors & Cabot Inc. | 34,228 | $719K | 0.0% | +6.2% | 0.078% | |
11/8/2024 | Etfidea LLC | 28,802 | $605K | 0.2% | -11.0% | 0.066% | |
11/1/2024 | Assetmark Inc. | 11,637 | $244K | 0.0% | +81.0% | 0.027% | |
10/28/2024 | US Bancorp DE | 7,457 | $157K | 0.0% | +1,469.9% | 0.018% | |
10/25/2024 | Pinnacle Associates Ltd. | 67,801 | $1.36M | 0.0% | +22.6% | 0.159% | |
10/25/2024 | Highline Wealth Partners LLC | 1,700 | $36K | 0.0% | N/A | 0.004% | |
10/25/2024 | MONECO Advisors LLC | 96,430 | $2.03M | 0.3% | -1.2% | 0.226% | |
10/24/2024 | Inscription Capital LLC | 213,173 | $4.48M | 0.7% | -9.6% | 0.500% | |
10/24/2024 | PFG Investments LLC | 51,978 | $1.09M | 0.1% | +15.9% | 0.122% | |
10/23/2024 | DT Investment Partners LLC | 177,100 | $3.72M | 0.3% | +18.7% | 0.416% | |
10/22/2024 | International Assets Investment Management LLC | 86,457 | $1.82M | 0.0% | +1,123.2% | 0.203% | |
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10/22/2024 | Heartland Bank & Trust Co | 10,373 | $218K | 0.1% | N/A | 0.024% | |
10/16/2024 | Patton Fund Management Inc. | 83,878 | $1.76M | 0.4% | -4.5% | 0.197% | |
10/15/2024 | NBC Securities Inc. | 2,231 | $46K | 0.0% | -30.3% | 0.005% | |
10/11/2024 | Creative Planning | 16,804 | $353K | 0.0% | -6.8% | 0.039% | |
10/11/2024 | Empirical Asset Management LLC | 100,500 | $2.11M | 0.3% | +224.7% | 0.236% | |
10/8/2024 | Evanson Asset Management LLC | 50,657 | $1.06M | 0.1% | -3.1% | 0.121% | |
10/5/2024 | Quent Capital LLC | 393,855 | $8.27M | 0.8% | +10.0% | 0.943% | |
8/21/2024 | Truist Financial Corp | 25,269 | $560K | 0.0% | +42.8% | 0.053% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 75,995 | $1.68M | 0.0% | -6.8% | 0.160% | |
8/16/2024 | Creative Planning | 18,023 | $399K | 0.0% | -7.5% | 0.038% | |