7/18/2025 | Access Financial Services Inc. | 25,082 | $2.16M | 0.8% | +0.9% | 0.058% | |
7/18/2025 | Pure Financial Advisors LLC | 6,805 | $586K | 0.0% | -2.8% | 0.016% | |
7/18/2025 | Lynx Investment Advisory | 3,512 | $302K | 0.2% | +14.2% | 0.008% | |
7/18/2025 | Truist Financial Corp | 24,623 | $2.12M | 0.0% | +95.9% | 0.056% | |
7/17/2025 | BFI Infinity Ltd. | 4,150 | $357K | 0.3% | +12.2% | 0.010% | |
7/17/2025 | Janney Montgomery Scott LLC | 35,915 | $3.09M | 0.0% | -1.9% | 0.082% | |
7/17/2025 | Tiller Private Wealth Inc. | 2,885 | $249K | 0.1% | -20.2% | 0.007% | |
7/16/2025 | New Insight Wealth Advisors | 3,484 | $300K | 0.1% | -52.1% | 0.008% | |
7/16/2025 | Patron Partners LLC | 3,922 | $338K | 0.2% | -19.9% | 0.009% | |
7/14/2025 | Opal Wealth Advisors LLC | 863 | $74K | 0.0% | -24.9% | 0.002% | |
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7/14/2025 | Park Avenue Securities LLC | 20,567 | $1.77M | 0.0% | -1.3% | 0.047% | |
7/11/2025 | Bond & Devick Financial Network Inc. | 5,357 | $461K | 0.2% | -3.4% | 0.012% | |
7/11/2025 | CX Institutional | 5,318 | $458K | 0.0% | +1,437.0% | 0.012% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 5,132 | $443K | 0.0% | +15.4% | 0.012% | |
7/8/2025 | Ehrlich Financial Group | 6,162 | $530K | 0.3% | +17.2% | 0.014% | |
7/8/2025 | Webster Bank N. A. | 2,975 | $256K | 0.0% | -5.4% | 0.007% | |
7/2/2025 | Marotta Asset Management | 20,771 | $1.79M | 0.4% | -10.9% | 0.048% | |
6/3/2025 | Invst LLC | 15,958 | $1.46M | 0.2% | N/A | 0.037% | |
5/20/2025 | Anchor Investment Management LLC | 7,653 | $698K | 0.1% | +1.7% | 0.018% | |
5/19/2025 | Jane Street Group LLC | 100,113 | $9.13M | 0.0% | -64.0% | 0.229% | |
5/16/2025 | Goldman Sachs Group Inc. | 22,222 | $2.03M | 0.0% | -16.7% | 0.051% | |
5/16/2025 | Jones Financial Companies Lllp | 170,184 | $15.52M | 0.0% | +2,199.5% | 0.389% | |
5/16/2025 | NewEdge Advisors LLC | 2,534 | $231K | 0.0% | +1,036.3% | 0.006% | |
5/16/2025 | Integrated Wealth Concepts LLC | 6,233 | $568K | 0.0% | -34.3% | 0.014% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 294,593 | $26.87M | 0.1% | -21.2% | 0.674% | |
5/15/2025 | EP Wealth Advisors LLC | 4,519 | $412K | 0.0% | +4.9% | 0.010% | |
5/15/2025 | Royal Bank of Canada | 260,709 | $23.78M | 0.0% | +2.9% | 0.597% | |
5/15/2025 | MAI Capital Management | 9,264 | $845K | 0.0% | -5.5% | 0.021% | |
5/14/2025 | WCG Wealth Advisors LLC | 16,241 | $1.48M | 0.1% | -29.9% | 0.037% | |
5/14/2025 | Jane Street Group LLC | 107,913 | $9.84M | 0.0% | -61.1% | 0.247% | |
5/14/2025 | Comerica Bank | 5,551 | $506K | 0.0% | -3.6% | 0.013% | |
5/14/2025 | Apexium Financial LP | 42,433 | $3.87M | 0.2% | +2.0% | 0.097% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 21,412 | $1.95M | 0.0% | +2.7% | 0.049% | |
5/14/2025 | PGIM Custom Harvest LLC | 102,445 | $9.34M | 0.2% | +2.8% | 0.234% | |
5/13/2025 | Raymond James Financial Inc. | 156,758 | $14.30M | 0.0% | +1.5% | 0.359% | |
5/13/2025 | Cresset Asset Management LLC | 22,820 | $2.08M | 0.0% | +18.0% | 0.052% | |
5/13/2025 | Tocqueville Asset Management L.P. | 14,160 | $1.29M | 0.0% | -1.0% | 0.032% | |
5/13/2025 | FCA Corp TX | 53,211 | $4.85M | 1.5% | -1.2% | 0.122% | |
5/13/2025 | Rathbones Group PLC | 22,424 | $2.05M | 0.0% | +17.9% | 0.051% | |
5/13/2025 | HighTower Advisors LLC | 128,425 | $11.71M | 0.0% | -0.8% | 0.294% | |
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5/12/2025 | White Lighthouse Investment Management Inc. | 19,276 | $1.76M | 0.3% | -3.1% | 0.044% | |
5/12/2025 | National Bank of Canada FI | 13,048 | $1.19M | 0.0% | +79.5% | 0.030% | |
5/9/2025 | Exencial Wealth Advisors LLC | 2,442 | $223K | 0.0% | -14.3% | 0.006% | |
5/9/2025 | Atria Wealth Solutions Inc. | 7,470 | $681K | 0.0% | -7.5% | 0.017% | |
5/9/2025 | Cary Street Partners Financial LLC | 4,377 | $399K | 0.0% | +3.5% | 0.010% | |
5/9/2025 | Tiller Private Wealth Inc. | 3,615 | $330K | 0.1% | -12.0% | 0.008% | |
5/9/2025 | Scotia Capital Inc. | 24,780 | $2.26M | 0.0% | +4.0% | 0.057% | |
5/9/2025 | J. Safra Sarasin Holding AG | 18,439 | $1.68M | 0.0% | +68.6% | 0.042% | |
5/9/2025 | Banco Santander S.A. | 65,968 | $6.02M | 0.1% | +32.6% | 0.151% | |
5/9/2025 | PNC Financial Services Group Inc. | 9,477 | $864K | 0.0% | -1.6% | 0.022% | |
5/8/2025 | Moors & Cabot Inc. | 2,324 | $212K | 0.0% | N/A | 0.005% | |
5/8/2025 | Harbour Investments Inc. | 340 | $31K | 0.0% | +98.8% | 0.001% | |
5/8/2025 | Arkadios Wealth Advisors | 19,657 | $1.79M | 0.1% | N/A | 0.045% | |
5/8/2025 | Banque Cantonale Vaudoise | 898 | $82K | 0.0% | N/A | 0.002% | |
5/7/2025 | LPL Financial LLC | 143,558 | $13.09M | 0.0% | -1.5% | 0.329% | |
5/7/2025 | HB Wealth Management LLC | 2,318 | $211K | 0.0% | -33.8% | 0.005% | |
5/6/2025 | Cetera Investment Advisers | 36,398 | $3.32M | 0.0% | +2.4% | 0.083% | |
5/6/2025 | Avantax Advisory Services Inc. | 2,194 | $200K | 0.0% | -15.8% | 0.005% | |
5/6/2025 | Wakefield Asset Management LLLP | 7,921 | $722K | 0.2% | N/A | 0.018% | |
5/5/2025 | Private Advisor Group LLC | 8,141 | $742K | 0.0% | +2.4% | 0.019% | |
5/2/2025 | Bridgewater Advisors Inc. | 3,748 | $332K | 0.0% | N/A | 0.009% | |
5/2/2025 | Leo Wealth LLC | 91,978 | $8.39M | 1.2% | +31.8% | 0.210% | |
5/2/2025 | Slow Capital Inc. | 13,546 | $1.24M | 0.2% | -16.2% | 0.031% | |
5/1/2025 | ELCO Management Co. LLC | 6,909 | $630K | 0.3% | -6.7% | 0.016% | |
5/1/2025 | CWM LLC | 10,157 | $926K | 0.0% | +2.6% | 0.023% | |
5/1/2025 | Mathes Company Inc. | 2,750 | $251K | 0.1% | -30.4% | 0.006% | |
5/1/2025 | Family Firm Inc. | 21,426 | $1.95M | 0.4% | +2.3% | 0.049% | |
5/1/2025 | Barry Investment Advisors LLC | 4,843 | $442K | 0.1% | -11.9% | 0.011% | |
4/30/2025 | Clarity Wealth Advisors LLC | 38,910 | $3.55M | 1.0% | -10.5% | 0.089% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 320 | $29K | 0.0% | N/A | 0.001% | |
4/30/2025 | New Insight Wealth Advisors | 7,278 | $664K | 0.3% | -26.6% | 0.017% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 4,300 | $392K | 0.0% | -6.1% | 0.010% | |
4/29/2025 | Richard Bernstein Advisors LLC | 1,216,879 | $110.98M | 2.7% | -3.2% | 2.785% | |
4/29/2025 | Envestnet Asset Management Inc. | 223,659 | $20.40M | 0.0% | -3.9% | 0.512% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 4,955 | $451K | 0.2% | +49.2% | 0.011% | |
4/29/2025 | Bank of New York Mellon Corp | 12,527 | $1.14M | 0.0% | -88.0% | 0.029% | |
4/29/2025 | Brookstone Capital Management | 20,103 | $1.83M | 0.0% | +4.2% | 0.046% | |
4/29/2025 | OneDigital Investment Advisors LLC | 8,422 | $768K | 0.0% | -35.2% | 0.019% | |
4/28/2025 | Money Design Co. Ltd. | 66,423 | $6.06M | 0.3% | -6.5% | 0.152% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 10,000 | $912K | 0.0% | +4.1% | 0.023% | |
4/24/2025 | Patron Partners LLC | 4,898 | $447K | 0.2% | -8.2% | 0.011% | |
4/24/2025 | Transcend Capital Advisors LLC | 17,588 | $1.60M | 0.1% | -3.5% | 0.040% | |
4/23/2025 | Sequoia Financial Advisors LLC | 10,636 | $970K | 0.0% | -2.1% | 0.024% | |
4/23/2025 | Bessemer Group Inc. | 2,098 | $192K | 0.0% | -23.7% | 0.005% | |
4/23/2025 | Spire Wealth Management | 17,737 | $1.62M | 0.1% | -2.5% | 0.041% | |
4/23/2025 | Sava Infond d.o.o. | 8,500 | $775K | 0.1% | -12.9% | 0.019% | |
4/23/2025 | Valmark Advisers Inc. | 2,306 | $210K | 0.0% | N/A | 0.005% | |
4/21/2025 | Blue Trust Inc. | 4,023 | $367K | 0.0% | +207.3% | 0.009% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 2,267 | $207K | 0.0% | -56.8% | 0.005% | |
4/17/2025 | Janney Montgomery Scott LLC | 36,614 | $3.34M | 0.0% | -7.9% | 0.084% | |
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4/17/2025 | Access Financial Services Inc. | 24,851 | $2.27M | 0.9% | N/A | 0.057% | |
4/17/2025 | Partners Wealth Management LLC | 10,547 | $962K | 1.1% | -3.3% | 0.024% | |
4/16/2025 | Opal Wealth Advisors LLC | 1,149 | $105K | 0.0% | N/A | 0.003% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,447 | $406K | 0.0% | -27.7% | 0.010% | |
4/16/2025 | Union Bancaire Privee UBP SA | 1,750 | $159K | 0.0% | -60.7% | 0.004% | |
4/15/2025 | CX Institutional | 346 | $32K | 0.0% | N/A | 0.001% | |
4/15/2025 | Ipsen Advisor Group LLC | 11,352 | $1.04M | 0.9% | +4.5% | 0.026% | |
4/14/2025 | Farther Finance Advisors LLC | 698 | $63K | 0.0% | +229.2% | 0.002% | |
4/14/2025 | Courier Capital LLC | 6,221 | $567K | 0.0% | +16.6% | 0.014% | |
4/14/2025 | Park Avenue Securities LLC | 20,841 | $1.90M | 0.0% | +11.3% | 0.048% | |