8/8/2025 | Cetera Investment Advisers | 2,741 | $304K | 0.0% | +6.2% | 0.055% | |
8/6/2025 | KCM Investment Advisors LLC | 5,576 | $618K | 0.0% | N/A | 0.112% | |
8/6/2025 | Atlantic Union Bankshares Corp | 403 | $45K | 0.0% | N/A | 0.008% | |
8/4/2025 | Spire Wealth Management | 1,607 | $178K | 0.0% | -40.8% | 0.032% | |
8/1/2025 | Envestnet Asset Management Inc. | 5,421 | $601K | 0.0% | -4.2% | 0.108% | |
7/31/2025 | City State Bank | 1,425 | $158K | 0.0% | +16.3% | 0.029% | |
7/31/2025 | Money Design Co. Ltd. | 23,373 | $2.59M | 0.1% | -5.2% | 0.467% | |
7/31/2025 | FSM Wealth Advisors LLC | 4,075 | $453K | 0.1% | N/A | 0.082% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 4,122 | $457K | 0.0% | -4.0% | 0.082% | |
7/30/2025 | D.A. Davidson & CO. | 2,516 | $279K | 0.0% | -21.6% | 0.050% | |
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7/29/2025 | Salomon & Ludwin LLC | 50,546 | $5.62M | 0.6% | -5.6% | 1.011% | |
7/28/2025 | Harbour Investments Inc. | 476 | $53K | 0.0% | -18.5% | 0.010% | |
7/28/2025 | Founders Grove Wealth Partners LLC | 16,468 | $1.83M | 0.5% | +10.0% | 0.329% | |
7/25/2025 | CWM LLC | 2,633 | $292K | 0.0% | -9.7% | 0.053% | |
7/23/2025 | Vontobel Holding Ltd. | 4,000 | $443K | 0.0% | -33.3% | 0.081% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 4,300 | $477K | 0.0% | -53.4% | 0.087% | |
7/18/2025 | Client 1ST Advisory Group LLC | 1,812 | $201K | 0.1% | -10.4% | 0.036% | |
7/18/2025 | Lynx Investment Advisory | 2,199 | $244K | 0.2% | -14.8% | 0.044% | |
7/17/2025 | Janney Montgomery Scott LLC | 7,644 | $847K | 0.0% | +27.9% | 0.154% | |
7/17/2025 | Johnson Bixby & Associates LLC | 129,625 | $14.37M | 2.0% | +2.0% | 2.619% | |
7/17/2025 | Tiller Private Wealth Inc. | 4,450 | $494K | 0.2% | +3.6% | 0.090% | |
7/16/2025 | MontVue Capital Management Inc. | 2,375 | $263K | 0.2% | N/A | 0.048% | |
7/15/2025 | EWG Elevate Inc. | 101,304 | $11.23M | 3.5% | +946.3% | 2.047% | |
7/11/2025 | Farther Finance Advisors LLC | 1,055 | $117K | 0.0% | +103.7% | 0.022% | |
7/10/2025 | Wedmont Private Capital | 2,042 | $228K | 0.0% | N/A | 0.043% | |
6/16/2025 | Lynx Investment Advisory | 2,582 | $266K | 0.2% | -19.6% | 0.056% | |
5/19/2025 | Jane Street Group LLC | 33,211 | $3.42M | 0.0% | +14.2% | 0.730% | |
5/19/2025 | Client 1ST Advisory Group LLC | 2,023 | $208K | 0.1% | -5.4% | 0.044% | |
5/16/2025 | Arete Wealth Advisors LLC | 2,302 | $237K | 0.0% | -93.8% | 0.051% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 2,242 | $231K | 0.0% | -16.9% | 0.049% | |
5/16/2025 | Jones Financial Companies Lllp | 124,388 | $12.81M | 0.0% | +6,907.8% | 2.734% | |
5/16/2025 | Integrated Wealth Concepts LLC | 2,473 | $255K | 0.0% | +11.4% | 0.054% | |
5/15/2025 | Royal Bank of Canada | 18,005 | $1.86M | 0.0% | -12.5% | 0.396% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,502 | $361K | 0.0% | +279.0% | 0.077% | |
5/14/2025 | Kestra Advisory Services LLC | 7,803 | $804K | 0.0% | +236.2% | 0.171% | |
5/13/2025 | Cresset Asset Management LLC | 25,807 | $2.66M | 0.0% | -18.6% | 0.567% | |
5/13/2025 | Cookson Peirce & Co. Inc. | 4,295 | $442K | 0.0% | -3.6% | 0.094% | |
5/13/2025 | HighTower Advisors LLC | 8,042 | $829K | 0.0% | +110.4% | 0.177% | |
5/12/2025 | National Bank of Canada FI | 3,658 | $376K | 0.0% | -11.6% | 0.080% | |
5/9/2025 | Banco Santander S.A. | 55,215 | $5.69M | 0.1% | +16.7% | 1.214% | |
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5/8/2025 | Harbour Investments Inc. | 584 | $60K | 0.0% | -26.3% | 0.013% | |
5/7/2025 | LPL Financial LLC | 30,738 | $3.17M | 0.0% | +4.3% | 0.676% | |
5/6/2025 | Cetera Investment Advisers | 2,580 | $266K | 0.0% | -51.1% | 0.057% | |
5/6/2025 | Advisors Preferred LLC | 6,032 | $621K | 0.1% | -59.0% | 0.133% | |
5/1/2025 | CWM LLC | 2,916 | $300K | 0.0% | -23.6% | 0.064% | |
5/1/2025 | Family Firm Inc. | 4,993 | $514K | 0.1% | -4.9% | 0.110% | |
4/30/2025 | M&T Bank Corp | 24,300 | $2.50M | 0.0% | -12.3% | 0.534% | |
4/29/2025 | Envestnet Asset Management Inc. | 5,657 | $583K | 0.0% | -70.7% | 0.124% | |
4/29/2025 | Wayfinding Financial LLC | 263 | $27K | 0.0% | N/A | 0.006% | |
4/28/2025 | Strategic Financial Concepts LLC | 2,200 | $227K | 0.0% | -98.9% | 0.048% | |
4/28/2025 | Money Design Co. Ltd. | 24,657 | $2.54M | 0.1% | -15.2% | 0.542% | |
4/28/2025 | Vontobel Holding Ltd. | 6,000 | $618K | 0.0% | +100.0% | 0.132% | |
4/24/2025 | Sunbelt Securities Inc. | 300 | $31K | 0.0% | -66.6% | 0.007% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 9,230 | $946K | 0.0% | -29.6% | 0.203% | |
4/23/2025 | Spire Wealth Management | 2,716 | $280K | 0.0% | -3.8% | 0.060% | |
4/23/2025 | International Assets Investment Management LLC | 2,639 | $272K | 0.0% | -5.0% | 0.058% | |
4/23/2025 | Johnson Bixby & Associates LLC | 127,044 | $13.09M | 2.0% | N/A | 2.792% | |
4/21/2025 | Provident Wealth Management LLC | 600 | $62K | 0.0% | N/A | 0.013% | |
4/21/2025 | Beacon Capital Management LLC | 1,077 | $111K | 0.0% | N/A | 0.024% | |
4/14/2025 | Farther Finance Advisors LLC | 518 | $53K | 0.0% | +423.2% | 0.011% | |
4/10/2025 | EWG Elevate Inc. | 9,682 | $997K | 0.4% | -44.0% | 0.213% | |
2/18/2025 | GTS Securities LLC | 2,236 | $215K | 0.0% | N/A | 0.048% | |
2/18/2025 | McIlrath & Eck LLC | 2,552 | $245K | 0.0% | -7.8% | 0.055% | |
2/17/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 1,833 | $176K | 0.0% | N/A | 0.039% | |
2/17/2025 | Cresset Asset Management LLC | 31,705 | $3.05M | 0.0% | -36.3% | 0.682% | |
2/17/2025 | Bank of America Corp DE | 200,584 | $19.27M | 0.0% | -1.8% | 4.314% | |
2/17/2025 | Ameriprise Financial Inc. | 23,456 | $2.25M | 0.0% | -0.9% | 0.504% | |
2/14/2025 | Jane Street Group LLC | 29,080 | $2.79M | 0.0% | N/A | 0.625% | |
2/13/2025 | Raymond James Financial Inc. | 6,295 | $605K | 0.0% | N/A | 0.135% | |
2/13/2025 | Cerity Partners LLC | 6,220 | $597K | 0.0% | -5.8% | 0.134% | |
2/13/2025 | Envestnet Asset Management Inc. | 19,305 | $1.85M | 0.0% | -2.9% | 0.415% | |
2/13/2025 | Wells Fargo & Company MN | 15,965 | $1.53M | 0.0% | +167.2% | 0.343% | |
2/12/2025 | Arete Wealth Advisors LLC | 37,336 | $3.59M | 0.3% | +26.7% | 0.803% | |
2/12/2025 | National Bank of Canada FI | 4,140 | $398K | 0.0% | +2.5% | 0.089% | |
2/12/2025 | Franklin Resources Inc. | 510 | $49K | 0.0% | +41.7% | 0.011% | |
2/12/2025 | Pictet Asset Management Holding SA | 268,400 | $25.78M | 0.0% | +6.0% | 5.772% | |
2/12/2025 | Sava Infond d.o.o. | 400 | $38K | 0.0% | N/A | 0.009% | |
2/11/2025 | Lynx Investment Advisory | 3,213 | $309K | 0.2% | +15.5% | 0.069% | |
2/11/2025 | LPL Financial LLC | 29,470 | $2.83M | 0.0% | +13.5% | 0.634% | |
2/10/2025 | Family Firm Inc. | 5,248 | $504K | 0.1% | -6.0% | 0.113% | |
2/10/2025 | Commonwealth Equity Services LLC | 4,641 | $446K | 0.0% | -4.0% | 0.100% | |
2/7/2025 | HighTower Advisors LLC | 3,823 | $367K | 0.0% | +4.3% | 0.082% | |
2/7/2025 | Banco Santander S.A. | 47,328 | $4.55M | 0.1% | N/A | 1.018% | |
2/6/2025 | Raymond James Financial Inc. | 6,295 | $605K | 0.0% | N/A | 0.135% | |
2/6/2025 | Cookson Peirce & Co. Inc. | 4,456 | $428K | 0.0% | +71.9% | 0.096% | |
2/6/2025 | Jones Financial Companies Lllp | 1,775 | $171K | 0.0% | +12.6% | 0.038% | |
2/5/2025 | Fisher Asset Management LLC | 3,317 | $319K | 0.0% | -39.4% | 0.071% | |
2/4/2025 | Richard Bernstein Advisors LLC | 54,529 | $5.24M | 0.1% | -1.2% | 1.173% | |
2/4/2025 | Northwest Capital Management Inc | 876 | $84K | 0.0% | -26.4% | 0.019% | |
2/4/2025 | Partners Wealth Management LLC | 2,467 | $237K | 0.3% | N/A | 0.053% | |
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2/3/2025 | Private Advisor Group LLC | 6,166 | $592K | 0.0% | +17.2% | 0.133% | |
1/30/2025 | Strategic Financial Concepts LLC | 192,113 | $192K | 0.0% | N/A | 4.131% | |
1/30/2025 | Salomon & Ludwin LLC | 53,615 | $5.15M | 0.5% | -7.3% | 1.153% | |
1/30/2025 | Vontobel Holding Ltd. | 3,000 | $288K | 0.0% | N/A | 0.065% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 3,017 | $290K | 0.0% | -58.5% | 0.065% | |
1/28/2025 | Advisors Preferred LLC | 14,707 | $1.41M | 0.2% | +83.5% | 0.316% | |
1/28/2025 | Strategic Financial Concepts LLC | 192,113 | $192K | 0.0% | N/A | 4.131% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 13,120 | $1.26M | 0.0% | -23.4% | 0.282% | |
1/24/2025 | Spire Wealth Management | 2,823 | $271K | 0.0% | -3.8% | 0.061% | |
1/23/2025 | Money Design Co. Ltd. | 29,070 | $2.80M | 0.1% | -18.6% | 0.625% | |