7/30/2025 | Strategic Blueprint LLC | 6,614 | $271K | 0.0% | +21.2% | 0.039% | |
5/19/2025 | Jane Street Group LLC | 29,161 | $1.14M | 0.0% | -8.4% | 0.167% | |
5/16/2025 | Ascent Group LLC | 8,321 | $324K | 0.0% | N/A | 0.048% | |
5/16/2025 | Goldman Sachs Group Inc. | 155,423 | $6.06M | 0.0% | +26.4% | 0.891% | |
5/16/2025 | Jones Financial Companies Lllp | 22,888 | $892K | 0.0% | +1,177.9% | 0.131% | |
5/16/2025 | NewEdge Advisors LLC | 30,006 | $1.17M | 0.0% | -7.4% | 0.172% | |
5/16/2025 | Integrated Wealth Concepts LLC | 40,643 | $1.58M | 0.0% | -1.4% | 0.233% | |
5/15/2025 | EP Wealth Advisors LLC | 253,823 | $9.89M | 0.1% | -4.8% | 1.455% | |
5/15/2025 | Royal Bank of Canada | 51,645 | $2.01M | 0.0% | +4.7% | 0.296% | |
5/15/2025 | Connecticut Wealth Management LLC | 174,948 | $6.82M | 0.4% | -21.2% | 1.003% | |
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5/14/2025 | Northwestern Mutual Wealth Management Co. | 150,559 | $5.87M | 0.0% | -26.3% | 0.863% | |
5/14/2025 | Kestra Advisory Services LLC | 24,054 | $937K | 0.0% | -11.2% | 0.138% | |
5/14/2025 | Summit Financial LLC | 46,709 | $1.82M | 0.1% | N/A | 0.268% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 158,293 | $6.17M | 0.1% | -0.5% | 0.907% | |
5/13/2025 | HighTower Advisors LLC | 292,399 | $11.40M | 0.0% | +2.3% | 1.676% | |
5/12/2025 | AlphaCore Capital LLC | 3,254 | $127K | 0.0% | N/A | 0.019% | |
5/9/2025 | Deutsche Bank AG | 9,792 | $382K | 0.0% | +13.9% | 0.056% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 7,259,426 | $282.90M | 0.1% | N/A | 41.601% | |
5/9/2025 | Evolution Wealth Advisors LLC | 90,305 | $3.52M | 0.6% | -6.5% | 0.518% | |
5/9/2025 | Kickstand Ventures LLC. | 5,566 | $217K | 0.1% | N/A | 0.032% | |
5/9/2025 | Banco Santander S.A. | 7,682 | $299K | 0.0% | N/A | 0.044% | |
5/7/2025 | LPL Financial LLC | 220,032 | $8.58M | 0.0% | -34.6% | 1.261% | |
5/6/2025 | ShoreHaven Wealth Partners LLC | 15,666 | $611K | 0.3% | -9.0% | 0.090% | |
5/5/2025 | Allianz Asset Management GmbH | 523,079 | $20.38M | 0.0% | N/A | 2.998% | |
5/5/2025 | Formidable Asset Management LLC | 7,856 | $306K | 0.1% | N/A | 0.045% | |
5/1/2025 | Fifth Third Securities Inc. | 15,338 | $598K | 0.1% | N/A | 0.088% | |
4/30/2025 | Cerity Partners LLC | 7,059 | $275K | 0.0% | N/A | 0.040% | |
4/30/2025 | Quotient Wealth Partners LLC | 40,839 | $1.59M | 0.1% | +7.4% | 0.234% | |
4/29/2025 | Envestnet Asset Management Inc. | 71,586 | $2.79M | 0.0% | -13.2% | 0.410% | |
4/29/2025 | Bank of New York Mellon Corp | 5,275 | $206K | 0.0% | N/A | 0.030% | |
4/29/2025 | Strategic Blueprint LLC | 5,455 | $213K | 0.0% | N/A | 0.031% | |
4/28/2025 | Detalus Advisors LLC | 18,808 | $733K | 0.2% | +3.5% | 0.107% | |
4/23/2025 | TSA Wealth Managment LLC | 11,713 | $456K | 0.2% | N/A | 0.066% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 178,149 | $6.94M | 0.2% | -3.6% | 1.009% | |
4/17/2025 | Stanich Group LLC | 22,162 | $864K | 0.6% | +2.3% | 0.126% | |
4/14/2025 | ONE Advisory Partners LLC | 5,684 | $222K | 0.1% | -11.6% | 0.032% | |
4/10/2025 | Cypress Wealth Services LLC | 8,169 | $318K | 0.1% | N/A | 0.046% | |
4/3/2025 | Insight Wealth Strategies LLC | 343,616 | $13.39M | 1.8% | N/A | 1.883% | |
2/19/2025 | WCG Wealth Advisors LLC | 13,185 | $473K | 0.0% | -12.3% | 0.111% | |
2/18/2025 | GTS Securities LLC | 20,433 | $732K | 0.0% | N/A | 0.172% | |
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2/18/2025 | Connecticut Wealth Management LLC | 221,922 | $7.95M | 0.4% | -31.9% | 1.873% | |
2/17/2025 | Vident Advisory LLC | 15,324 | $549K | 0.0% | -11.1% | 0.129% | |
2/17/2025 | Deutsche Bank AG | 8,600 | $308K | 0.0% | +364.9% | 0.073% | |
2/17/2025 | Dimension Capital Management LLC | 17,853 | $640K | 0.1% | -19.8% | 0.151% | |
2/17/2025 | EP Wealth Advisors LLC | 266,656 | $9.56M | 0.1% | -1.1% | 2.250% | |
2/17/2025 | Bank of America Corp DE | 220,797 | $7.91M | 0.0% | -2.3% | 1.863% | |
2/14/2025 | Jane Street Group LLC | 31,835 | $1.14M | 0.0% | +78.3% | 0.269% | |
2/14/2025 | Integrated Wealth Concepts LLC | 41,204 | $1.48M | 0.0% | -1.1% | 0.348% | |
2/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 159,062 | $5.67M | 0.1% | +161.5% | 1.342% | |
2/14/2025 | MML Investors Services LLC | 72,452 | $2.60M | 0.0% | +5.4% | 0.611% | |
2/13/2025 | NewEdge Advisors LLC | 32,403 | $1.16M | 0.0% | +3.1% | 0.273% | |
2/13/2025 | Phoenix Financial Ltd. | 7,650 | $274K | 0.0% | -28.2% | 0.065% | |
2/13/2025 | Envestnet Asset Management Inc. | 82,476 | $2.96M | 0.0% | +3.5% | 0.696% | |
2/13/2025 | Wells Fargo & Company MN | 171,812 | $6.16M | 0.0% | +49.9% | 1.450% | |
2/12/2025 | JPMorgan Chase & Co. | 381,653 | $13.68M | 0.0% | -3.3% | 3.221% | |
2/11/2025 | LPL Financial LLC | 336,267 | $12.05M | 0.0% | +18.3% | 2.838% | |
2/10/2025 | Harbour Investments Inc. | 784 | $28K | 0.0% | N/A | 0.007% | |
2/10/2025 | Madison Investment Advisors LLC | 141,577 | $5.07M | 0.1% | N/A | 1.195% | |
2/7/2025 | HighTower Advisors LLC | 285,843 | $10.25M | 0.0% | +0.6% | 2.412% | |
2/7/2025 | Sage Mountain Advisors LLC | 11,639 | $417K | 0.0% | -24.5% | 0.098% | |
2/6/2025 | Detalus Advisors LLC | 18,176 | $651K | 0.2% | -2.8% | 0.153% | |
2/6/2025 | Jones Financial Companies Lllp | 1,791 | $64K | 0.0% | N/A | 0.015% | |
1/31/2025 | 3EDGE Asset Management LP | 51,255 | $1.84M | 0.1% | N/A | 0.433% | |
1/31/2025 | Sanctuary Advisors LLC | 21,651 | $836K | 0.0% | +25.4% | 0.183% | |
1/30/2025 | Stanich Group LLC | 21,667 | $777K | 0.6% | N/A | 0.183% | |
1/30/2025 | Blue Trust Inc. | 17,242 | $634K | 0.0% | -9.1% | 0.146% | |
1/30/2025 | ShoreHaven Wealth Partners LLC | 17,212 | $617K | 0.3% | -2.6% | 0.145% | |
1/28/2025 | Quotient Wealth Partners LLC | 38,014 | $1.36M | 0.0% | -2.5% | 0.321% | |
1/27/2025 | Robertson Stephens Wealth Management LLC | 184,887 | $6.63M | 0.2% | +0.7% | 1.560% | |
1/24/2025 | One Wealth Advisors LLC | 12,924 | $463K | 0.1% | -3.7% | 0.109% | |
1/22/2025 | Blue Trust Inc. | 17,242 | $634K | 0.0% | -9.1% | 0.146% | |
1/17/2025 | Evolution Wealth Advisors LLC | 96,615 | $3.46M | 0.6% | -53.0% | 0.815% | |
1/17/2025 | Braun Bostich & Associates Inc. | 5,914 | $212K | 0.2% | -14.2% | 0.050% | |
1/7/2025 | Diversified Trust Co | 14,860 | $533K | 0.0% | +2.4% | 0.125% | |
12/26/2024 | JPMorgan Chase & Co. | 394,666 | $14.51M | 0.0% | +248.0% | 3.331% | |
11/25/2024 | Sanctuary Advisors LLC | 17,262 | $613K | 0.0% | N/A | 0.146% | |
11/15/2024 | High Falls Advisors Inc | 5,996 | $220K | 0.1% | N/A | 0.051% | |
11/15/2024 | MML Investors Services LLC | 68,756 | $2.53M | 0.0% | -4.5% | 0.580% | |
11/15/2024 | EP Wealth Advisors LLC | 269,611 | $9.91M | 0.1% | N/A | 2.275% | |
11/15/2024 | Jane Street Group LLC | 17,852 | $656K | 0.0% | -89.8% | 0.151% | |
11/15/2024 | Integrated Wealth Concepts LLC | 41,651 | $1.53M | 0.0% | N/A | 0.351% | |
11/15/2024 | HighTower Advisors LLC | 284,092 | $10.44M | 0.0% | +1.3% | 2.397% | |
11/14/2024 | Flow Traders U.S. LLC | 35,574 | $1.31M | 0.1% | -30.9% | 0.300% | |
11/13/2024 | FMR LLC | 2,120 | $78K | 0.0% | +21.4% | 0.018% | |
11/8/2024 | Prospera Financial Services Inc | 16,724 | $615K | 0.0% | -67.6% | 0.141% | |
11/7/2024 | Westfuller Advisors LLC | 7,351 | $270K | 0.2% | N/A | 0.062% | |
11/6/2024 | Evolution Wealth Advisors LLC | 205,650 | $7.56M | 1.4% | +2.8% | 1.735% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,260 | $46K | 0.0% | N/A | 0.011% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 17,679 | $650K | 0.3% | N/A | 0.149% | |
10/22/2024 | Detalus Advisors LLC | 18,707 | $688K | 0.2% | N/A | 0.158% | |
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10/16/2024 | One Wealth Advisors LLC | 13,418 | $493K | 0.1% | +3.1% | 0.113% | |
10/16/2024 | Braun Bostich & Associates Inc. | 6,891 | $253K | 0.2% | N/A | 0.058% | |
10/9/2024 | Quotient Wealth Partners LLC | 38,978 | $1.43M | 0.0% | +47.8% | 0.329% | |
10/7/2024 | Diversified Trust Co | 14,510 | $533K | 0.0% | +2.5% | 0.122% | |
8/16/2024 | NewEdge Advisors LLC | 34,001 | $1.23M | 0.0% | -4.2% | 0.287% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 214,820 | $7.79M | 0.0% | +2.8% | 1.813% | |
8/13/2024 | Connecticut Wealth Management LLC | 374,337 | $13.58M | 0.7% | -3.2% | 3.159% | |
8/8/2024 | Envestnet Asset Management Inc. | 81,181 | $2.95M | 0.0% | +8.6% | 0.685% | |
8/8/2024 | Barings LLC | 272,761 | $9.90M | 0.2% | +24.1% | 2.302% | |
8/7/2024 | Prudential PLC | 181,029 | $6.57M | 0.0% | N/A | 1.528% | |