8/4/2025 | HBK Sorce Advisory LLC | 5,834 | $284K | 0.0% | -10.1% | 0.044% | |
8/1/2025 | Purkiss Capital Advisors LLC | 5,307 | $258K | 0.1% | +7.6% | 0.040% | |
8/1/2025 | Envestnet Asset Management Inc. | 219,548 | $10.68M | 0.0% | +6.2% | 1.645% | |
7/31/2025 | Conservest Capital Advisors Inc. | 8,423 | $410K | 0.0% | N/A | 0.063% | |
7/30/2025 | Phoenix Financial Ltd. | 26,463 | $1.29M | 0.0% | -53.0% | 0.198% | |
7/29/2025 | Ballast Inc. | 4,220 | $205K | 0.1% | N/A | 0.032% | |
7/29/2025 | Koshinski Asset Management Inc. | 10,338 | $503K | 0.0% | -6.0% | 0.077% | |
7/29/2025 | Harbor Asset Planning Inc. | 543 | $26K | 0.0% | N/A | 0.004% | |
7/28/2025 | Harbour Investments Inc. | 6,377 | $310K | 0.0% | -19.9% | 0.048% | |
7/24/2025 | Trust Co. of Toledo NA OH | 26,084 | $1.27M | 0.1% | -1.9% | 0.195% | |
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7/23/2025 | RMG Wealth Management LLC | 1,159 | $56K | 0.0% | N/A | 0.009% | |
7/22/2025 | Grimes & Company Inc. | 18,350 | $893K | 0.0% | +176.7% | 0.137% | |
7/22/2025 | Sava Infond d.o.o. | 17,150 | $834K | 0.1% | +12.1% | 0.128% | |
7/21/2025 | Future Financial Wealth Managment LLC | 2,000 | $97K | 0.1% | -55.6% | 0.015% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 62,000 | $3.02M | 0.0% | N/A | 0.464% | |
7/18/2025 | PFG Investments LLC | 7,598 | $370K | 0.0% | -14.0% | 0.057% | |
7/18/2025 | Truist Financial Corp | 36,013 | $1.75M | 0.0% | +1.5% | 0.270% | |
7/17/2025 | Fifth Third Securities Inc. | 7,649 | $372K | 0.0% | -22.6% | 0.057% | |
7/16/2025 | CX Institutional | 6,702 | $326K | 0.0% | -26.2% | 0.050% | |
7/16/2025 | Meridian Financial LLC | 6,265 | $305K | 0.2% | -11.3% | 0.047% | |
7/11/2025 | Farther Finance Advisors LLC | 6,675 | $325K | 0.0% | -38.7% | 0.050% | |
7/11/2025 | CX Institutional | 6,702 | $326K | 0.0% | -26.2% | 0.050% | |
7/10/2025 | YHB Investment Advisors Inc. | 4,532 | $220K | 0.0% | N/A | 0.034% | |
7/10/2025 | Rockland Trust Co. | 11,574 | $563K | 0.0% | N/A | 0.086% | |
6/27/2025 | Goldman Sachs Group Inc. | 124,536 | $6.58M | 0.0% | +6.3% | 0.912% | |
5/20/2025 | Integrity Alliance LLC. | 13,542 | $715K | 0.0% | N/A | 0.107% | |
5/20/2025 | Glenview Trust co | 13,675 | $722K | 0.0% | -4.6% | 0.108% | |
5/16/2025 | Goldman Sachs Group Inc. | 124,536 | $6.58M | 0.0% | +6.3% | 0.984% | |
5/16/2025 | Jones Financial Companies Lllp | 175,412 | $9.26M | 0.0% | +615.9% | 1.387% | |
5/16/2025 | NewEdge Advisors LLC | 10,523 | $556K | 0.0% | +7.1% | 0.083% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 152,896 | $8.07M | 0.0% | +11.9% | 1.209% | |
5/15/2025 | Royal Bank of Canada | 92,802 | $4.90M | 0.0% | -18.7% | 0.734% | |
5/15/2025 | MAI Capital Management | 16,784 | $886K | 0.0% | -2.0% | 0.133% | |
5/14/2025 | Comerica Bank | 1,365 | $72K | 0.0% | -26.8% | 0.011% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 55,590 | $2.94M | 0.0% | -10.1% | 0.439% | |
5/14/2025 | Kestra Advisory Services LLC | 30,846 | $1.63M | 0.0% | +56.4% | 0.244% | |
5/13/2025 | HighTower Advisors LLC | 58,185 | $3.07M | 0.0% | -6.4% | 0.460% | |
5/12/2025 | PCG Asset Management LLC | 4,010 | $209K | 0.2% | -13.3% | 0.032% | |
5/12/2025 | Bristlecone Advisors LLC | 3,430 | $181K | 0.0% | -9.5% | 0.027% | |
5/8/2025 | Certified Advisory Corp | 12,983 | $686K | 0.1% | -7.3% | 0.103% | |
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5/8/2025 | Harbour Investments Inc. | 7,966 | $421K | 0.0% | +48.5% | 0.063% | |
5/8/2025 | Arkadios Wealth Advisors | 4,366 | $231K | 0.0% | -8.6% | 0.035% | |
5/7/2025 | N.E.W. Advisory Services LLC | 1,845 | $97K | 0.0% | N/A | 0.015% | |
5/7/2025 | Purkiss Capital Advisors LLC | 4,934 | $260K | 0.2% | N/A | 0.039% | |
5/7/2025 | LPL Financial LLC | 266,827 | $14.09M | 0.0% | -8.9% | 2.109% | |
5/7/2025 | Phoenix Financial Ltd. | 56,362 | $2.98M | 0.0% | -18.7% | 0.446% | |
5/6/2025 | Cetera Investment Advisers | 125,474 | $6.63M | 0.0% | +4.9% | 0.992% | |
5/6/2025 | Avantax Advisory Services Inc. | 78,704 | $4.16M | 0.0% | +13.1% | 0.622% | |
5/5/2025 | IFP Advisors Inc | 750 | $40K | 0.0% | +200.0% | 0.006% | |
5/2/2025 | Kingsview Wealth Management LLC | 224,121 | $11.83M | 0.2% | -2.1% | 1.772% | |
5/1/2025 | V2 Financial group LLC | 4,000 | $211K | 0.1% | N/A | 0.032% | |
5/1/2025 | Fifth Third Securities Inc. | 9,884 | $522K | 0.0% | -4.6% | 0.078% | |
4/30/2025 | Cerity Partners LLC | 13,067 | $690K | 0.0% | +65.0% | 0.103% | |
4/30/2025 | 49 Wealth Management LLC | 14,840 | $784K | 0.1% | -18.6% | 0.117% | |
4/29/2025 | Callan Capital LLC | 4,028 | $213K | 0.0% | N/A | 0.032% | |
4/29/2025 | Envestnet Asset Management Inc. | 206,730 | $10.92M | 0.0% | -3.3% | 1.628% | |
4/29/2025 | Wayfinding Financial LLC | 1,800 | $95K | 0.0% | N/A | 0.014% | |
4/28/2025 | Sebold Capital Management Inc. | 5,843 | $309K | 0.2% | -16.9% | 0.046% | |
4/25/2025 | Koshinski Asset Management Inc. | 10,993 | $580K | 0.0% | -35.2% | 0.087% | |
4/25/2025 | Hills Bank & Trust Co | 32,249 | $1.70M | 0.1% | -4.2% | 0.254% | |
4/25/2025 | WealthBridge Capital Management LLC | 5,729 | $302K | 0.1% | -7.3% | 0.045% | |
4/24/2025 | Tsfg LLC | 1,733 | $92K | 0.0% | -14.8% | 0.014% | |
4/24/2025 | Primoris Wealth Advisors LLC | 5,250 | $277K | 0.2% | -4.5% | 0.041% | |
4/23/2025 | Chung Wu Investment Group LLC | 4,500 | $238K | 0.3% | N/A | 0.035% | |
4/23/2025 | Terra Nova Asset Management LLC | 4,202 | $222K | 0.2% | -26.6% | 0.033% | |
4/23/2025 | Perigon Wealth Management LLC | 3,905 | $206K | 0.0% | N/A | 0.031% | |
4/23/2025 | HBK Sorce Advisory LLC | 6,486 | $342K | 0.0% | -8.4% | 0.051% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 53,721 | $2.84M | 0.5% | +4.6% | 0.423% | |
4/23/2025 | Oppenheimer & Co. Inc. | 16,668 | $880K | 0.0% | -3.6% | 0.131% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 23,827 | $1.26M | 0.0% | -4.1% | 0.188% | |
4/21/2025 | Townsend Asset Management Corp NC ADV | 3,475 | $183K | 0.1% | N/A | 0.027% | |
4/17/2025 | Grimes & Company Inc. | 6,631 | $350K | 0.0% | -19.7% | 0.052% | |
4/17/2025 | Mason & Associates Inc | 5,485 | $290K | 0.1% | -89.3% | 0.043% | |
4/17/2025 | Janney Montgomery Scott LLC | 20,567 | $1.09M | 0.0% | -1.6% | 0.162% | |
4/16/2025 | Bensler LLC | 10,060 | $531K | 0.1% | +59.4% | 0.079% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 3,083 | $163K | 0.0% | +75.3% | 0.024% | |
4/15/2025 | CX Institutional | 9,080 | $479K | 0.0% | +1,413.3% | 0.071% | |
4/14/2025 | Farther Finance Advisors LLC | 10,890 | $574K | 0.0% | -3.1% | 0.086% | |
4/9/2025 | Merit Financial Group LLC | 62,235 | $3.29M | 0.0% | -3.7% | 0.490% | |
4/9/2025 | NBC Securities Inc. | 5,619 | $296K | 0.0% | +112,280.0% | 0.044% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,982 | $383K | 0.0% | +126.1% | 0.059% | |
2/18/2025 | 49 Wealth Management LLC | 18,234 | $875K | 0.1% | -22.0% | 0.122% | |
2/17/2025 | Two Sigma Investments LP | 164,122 | $7.88M | 0.0% | +118.8% | 1.101% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 5,973 | $287K | 0.0% | N/A | 0.040% | |
2/17/2025 | Cresset Asset Management LLC | 10,280 | $493K | 0.0% | -21.6% | 0.069% | |
2/17/2025 | Cubist Systematic Strategies LLC | 9,354 | $449K | 0.0% | N/A | 0.063% | |
2/17/2025 | Cetera Investment Advisers | 119,598 | $5.74M | 0.0% | -2.1% | 0.803% | |
2/17/2025 | Bank of America Corp DE | 385,633 | $18.51M | 0.0% | -7.6% | 2.588% | |
2/17/2025 | Ameriprise Financial Inc. | 87,106 | $4.18M | 0.0% | -14.9% | 0.585% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 149,088 | $7.16M | 0.0% | -80.1% | 1.001% | |
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2/14/2025 | Jane Street Group LLC | 12,042 | $578K | 0.0% | N/A | 0.081% | |
2/14/2025 | Integrated Wealth Concepts LLC | 4,244 | $204K | 0.0% | -13.0% | 0.028% | |
2/14/2025 | Tower Research Capital LLC TRC | 2,190 | $105K | 0.0% | -55.7% | 0.015% | |
2/14/2025 | Commerce Bank | 4,980 | $239K | 0.0% | -7.4% | 0.033% | |
2/13/2025 | Marshall Wace LLP | 13,092 | $628K | 0.0% | N/A | 0.088% | |
2/13/2025 | NewEdge Advisors LLC | 9,823 | $471K | 0.0% | -9.7% | 0.066% | |
2/13/2025 | Mariner LLC | 5,044 | $242K | 0.0% | -69.2% | 0.034% | |
2/13/2025 | Rockefeller Capital Management L.P. | 13,209 | $634K | 0.0% | N/A | 0.089% | |
2/13/2025 | Raymond James Financial Inc. | 100,729 | $4.83M | 0.0% | N/A | 0.676% | |
2/13/2025 | Advisory Services Network LLC | 9,774 | $469K | 0.0% | -4.8% | 0.066% | |