5/21/2025 | Geneos Wealth Management Inc. | 23,452 | $2.65M | 0.1% | -3.7% | 0.078% | |
5/20/2025 | Focus Partners Wealth | 2,093 | $236K | 0.0% | +8.6% | 0.007% | |
5/20/2025 | Glenview Trust co | 5,472 | $618K | 0.0% | -30.9% | 0.018% | |
5/19/2025 | Jane Street Group LLC | 2,186 | $247K | 0.0% | N/A | 0.007% | |
5/19/2025 | Advisory Alpha LLC | 3,102 | $350K | 0.0% | +53.0% | 0.010% | |
5/16/2025 | Prostatis Group LLC | 28,445 | $3.21M | 1.0% | -60.2% | 0.095% | |
5/16/2025 | Goldman Sachs Group Inc. | 929,654 | $104.91M | 0.0% | +12.7% | 3.094% | |
5/16/2025 | Jones Financial Companies Lllp | 1,959 | $221K | 0.0% | -94.6% | 0.007% | |
5/16/2025 | Redwood Financial Network Corp | 5,127 | $579K | 0.4% | +38.5% | 0.017% | |
5/16/2025 | NewEdge Advisors LLC | 43,433 | $4.90M | 0.0% | +11.4% | 0.145% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 4,282 | $483K | 0.0% | +45.7% | 0.014% | |
5/16/2025 | Curi RMB Capital LLC | 13,403 | $1.51M | 0.0% | N/A | 0.045% | |
5/16/2025 | AQR Capital Management LLC | 3,778 | $426K | 0.0% | N/A | 0.013% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 11,875 | $1.34M | 0.0% | -2.6% | 0.040% | |
5/15/2025 | EP Wealth Advisors LLC | 1,480 | $167K | 0.0% | N/A | 0.005% | |
5/15/2025 | Royal Bank of Canada | 300,338 | $33.89M | 0.0% | +37.4% | 0.999% | |
5/15/2025 | MAI Capital Management | 12,649 | $1.43M | 0.0% | -1.2% | 0.042% | |
5/15/2025 | Baird Financial Group Inc. | 8,790 | $992K | 0.0% | +2.5% | 0.029% | |
5/15/2025 | The Manufacturers Life Insurance Company | 1,498,231 | $169.08M | 0.2% | +1,366.8% | 4.986% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 29,833 | $3.37M | 0.2% | +3.9% | 0.099% | |
5/14/2025 | CreativeOne Wealth LLC | 5,963 | $673K | 0.0% | +1.7% | 0.020% | |
5/14/2025 | Keeley Teton Advisors LLC | 4,985 | $563K | 0.1% | -22.8% | 0.017% | |
5/14/2025 | Comerica Bank | 9,133 | $1.03M | 0.0% | -7.3% | 0.030% | |
5/14/2025 | Smartleaf Asset Management LLC | 11,026 | $1.23M | 0.1% | +6,922.9% | 0.037% | |
5/14/2025 | Biondo Investment Advisors LLC | 5,965 | $673K | 0.1% | +7.4% | 0.020% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 688,878 | $77.74M | 0.1% | +7.0% | 2.292% | |
5/14/2025 | Allstate Corp | 9,200 | $1.04M | 0.0% | N/A | 0.031% | |
5/14/2025 | Kestra Advisory Services LLC | 164,241 | $18.54M | 0.1% | +3.9% | 0.547% | |
5/14/2025 | CW Advisors LLC | 15,017 | $1.70M | 0.0% | +386.0% | 0.050% | |
5/14/2025 | Capital Wealth Alliance LLC | 3,388 | $382K | 0.2% | -29.1% | 0.011% | |
5/14/2025 | PGIM Custom Harvest LLC | 648,435 | $73.18M | 1.7% | +27.0% | 2.158% | |
5/14/2025 | GDS Wealth Management | 4,649 | $525K | 0.0% | -96.6% | 0.015% | |
5/14/2025 | Hsbc Holdings PLC | 661,142 | $74.61M | 0.0% | -35.4% | 2.200% | |
5/14/2025 | HC Advisors LLC | 37,918 | $4.28M | 3.2% | -1.7% | 0.126% | |
5/13/2025 | Ethos Financial Group LLC | 37,700 | $4.25M | 0.4% | N/A | 0.125% | |
5/13/2025 | Raymond James Financial Inc. | 187,831 | $21.20M | 0.0% | +6.7% | 0.625% | |
5/13/2025 | Somerset Group LLC | 23,959 | $2.70M | 2.5% | +4.9% | 0.080% | |
5/13/2025 | Finley Financial LLC | 73,915 | $8.17M | 4.6% | -0.5% | 0.225% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 1,877 | $212K | 0.0% | N/A | 0.006% | |
5/13/2025 | Clal Insurance Enterprises Holdings Ltd | 10,000 | $1.13M | 0.0% | N/A | 0.030% | |
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5/13/2025 | HighTower Advisors LLC | 29,051 | $3.28M | 0.0% | +38.1% | 0.089% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,274 | $482K | 0.0% | -29.5% | 0.013% | |
5/12/2025 | Meridian Wealth Management LLC | 5,801 | $655K | 0.0% | +77.9% | 0.018% | |
5/12/2025 | National Bank of Canada FI | 7,453 | $841K | 0.0% | +1.4% | 0.023% | |
5/9/2025 | Tidemark LLC | 5,040 | $569K | 0.2% | +250.0% | 0.015% | |
5/9/2025 | Cascade Wealth Advisors Inc | 3,760 | $401K | 0.3% | -10.7% | 0.011% | |
5/9/2025 | Empower Advisory Group LLC | 1,791 | $202K | 0.0% | N/A | 0.005% | |
5/9/2025 | Commonwealth Equity Services LLC | 253,066 | $28.56M | 0.0% | +4.8% | 0.772% | |
5/9/2025 | Blair William & Co. IL | 11,402 | $1.29M | 0.0% | +7.1% | 0.035% | |
5/9/2025 | Delta Financial Group Inc. | 5,662 | $647K | 0.1% | +5.0% | 0.017% | |
5/9/2025 | Scotia Capital Inc. | 163,022 | $18.40M | 0.1% | +1.0% | 0.497% | |
5/9/2025 | PNC Financial Services Group Inc. | 25,589 | $2.89M | 0.0% | -0.6% | 0.078% | |
5/8/2025 | Pettyjohn Wood & White Inc. | 34,955 | $3.95M | 0.8% | -4.3% | 0.107% | |
5/8/2025 | Moors & Cabot Inc. | 1,883 | $213K | 0.0% | N/A | 0.006% | |
5/8/2025 | US Bancorp DE | 2,054 | $232K | 0.0% | +24.2% | 0.006% | |
5/8/2025 | Harbour Investments Inc. | 5,072 | $572K | 0.0% | +76.3% | 0.015% | |
5/8/2025 | NorthRock Partners LLC | 3,701 | $418K | 0.0% | +4.2% | 0.011% | |
5/8/2025 | Arkadios Wealth Advisors | 7,687 | $868K | 0.0% | +23.6% | 0.023% | |
5/8/2025 | Geneos Wealth Management Inc. | 23,452 | $2.65M | 0.1% | -3.7% | 0.072% | |
5/7/2025 | Clarendon Private LLC | 1,790 | $202K | 0.2% | N/A | 0.005% | |
5/7/2025 | Picton Mahoney Asset Management | 1,000 | $113K | 0.0% | +11.1% | 0.003% | |
5/7/2025 | Patten & Patten Inc. TN | 118,391 | $13.36M | 0.9% | -1.0% | 0.361% | |
5/7/2025 | LPL Financial LLC | 742,926 | $83.84M | 0.0% | +9.5% | 2.265% | |
5/7/2025 | First Heartland Consultants Inc. | 30,918 | $3.49M | 0.4% | -0.9% | 0.094% | |
5/6/2025 | Cetera Investment Advisers | 136,967 | $15.46M | 0.0% | -18.4% | 0.418% | |
5/6/2025 | Avantax Advisory Services Inc. | 6,236 | $704K | 0.0% | +6.7% | 0.019% | |
5/6/2025 | Kovack Advisors Inc. | 19,682 | $2.22M | 0.2% | -0.7% | 0.060% | |
5/6/2025 | AE Wealth Management LLC | 32,544 | $3.67M | 0.0% | -52.7% | 0.099% | |
5/6/2025 | Choreo LLC | 2,376 | $268K | 0.0% | -7.8% | 0.007% | |
5/6/2025 | PFG Advisors | 2,032 | $229K | 0.0% | +10.3% | 0.006% | |
5/5/2025 | Gries Financial LLC | 1,962 | $221K | 0.0% | N/A | 0.006% | |
5/5/2025 | Millstone Evans Group LLC | 2,367 | $267K | 0.2% | -12.5% | 0.007% | |
5/5/2025 | IFP Advisors Inc | 1,439 | $163K | 0.0% | +95.5% | 0.004% | |
5/5/2025 | Kestra Private Wealth Services LLC | 10,342 | $1.17M | 0.0% | -1.8% | 0.032% | |
5/5/2025 | Csenge Advisory Group | 6,161 | $650K | 0.0% | +6.5% | 0.019% | |
5/5/2025 | Private Advisor Group LLC | 42,066 | $4.75M | 0.0% | +44.8% | 0.128% | |
5/2/2025 | Napatree Capital LLC | 5,312 | $599K | 0.3% | +22.4% | 0.016% | |
5/2/2025 | Larson Financial Group LLC | 2,895 | $327K | 0.0% | +3.7% | 0.009% | |
5/2/2025 | Apollon Financial LLC | 3,715 | $419K | 0.1% | +16.9% | 0.011% | |
5/2/2025 | Sigma Planning Corp | 10,248 | $1.16M | 0.0% | +19.3% | 0.031% | |
5/1/2025 | Whitener Capital Management Inc. | 4,945 | $558K | 0.2% | +24.9% | 0.015% | |
5/1/2025 | CWM LLC | 8,873 | $1.00M | 0.0% | +23.5% | 0.027% | |
5/1/2025 | Nikulski Financial Inc. | 14,731 | $1.66M | 0.5% | -2.4% | 0.045% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 1,579 | $178K | 0.2% | -25.9% | 0.005% | |
5/1/2025 | Harmony Asset Management LLC | 12,919 | $1.46M | 0.6% | -7.7% | 0.039% | |
5/1/2025 | Park Square Financial Group LLC | 300 | $34K | 0.0% | N/A | 0.001% | |
5/1/2025 | Kesler Norman & Wride LLC | 10,661 | $1.20M | 0.2% | +5.3% | 0.033% | |
5/1/2025 | WESPAC Advisors LLC | 12,541 | $1.42M | 1.2% | +18.1% | 0.038% | |
4/30/2025 | Vision Capital Management Inc. | 1,974 | $223K | 0.0% | N/A | 0.006% | |
4/30/2025 | Moloney Securities Asset Management LLC | 4,551 | $514K | 0.1% | -94.7% | 0.014% | |
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4/30/2025 | Valeo Financial Advisors LLC | 4,837 | $546K | 0.0% | +2.9% | 0.015% | |
4/30/2025 | Stratos Wealth Partners LTD. | 4,127 | $466K | 0.0% | -37.2% | 0.013% | |
4/30/2025 | Stratos Investment Management LLC | 5,669 | $640K | 0.0% | +2.8% | 0.017% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 8,202 | $926K | 0.0% | +8.0% | 0.025% | |
4/29/2025 | Callan Capital LLC | 15,627 | $1.76M | 0.1% | -1.2% | 0.048% | |
4/29/2025 | Envestnet Asset Management Inc. | 111,800 | $12.62M | 0.0% | +21.8% | 0.341% | |
4/29/2025 | Summit Financial Consulting LLC | 52,964 | $5.98M | 5.5% | N/A | 0.161% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 3,752 | $423K | 0.0% | -29.9% | 0.011% | |
4/29/2025 | Bank of New York Mellon Corp | 12,135 | $1.37M | 0.0% | -2.9% | 0.037% | |
4/29/2025 | World Investment Advisors | 3,672 | $414K | 0.0% | +9.1% | 0.011% | |