5/21/2025 | Geneos Wealth Management Inc. | 7,670 | $549K | 0.0% | -4.7% | 0.036% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 11,957 | $856K | 0.2% | -45.1% | 0.056% | |
5/20/2025 | Glenview Trust co | 9,140 | $654K | 0.0% | -53.2% | 0.043% | |
5/19/2025 | Jane Street Group LLC | 3,394 | $243K | 0.0% | -93.2% | 0.016% | |
5/16/2025 | Coppell Advisory Solutions LLC | 17,009 | $1.22M | 0.1% | +7,666.7% | 0.080% | |
5/16/2025 | Goldman Sachs Group Inc. | 226,337 | $16.20M | 0.0% | -28.8% | 1.068% | |
5/16/2025 | Jones Financial Companies Lllp | 706 | $51K | 0.0% | -95.4% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 23,405 | $1.68M | 0.0% | +21.0% | 0.110% | |
5/16/2025 | Curi RMB Capital LLC | 85,139 | $6.09M | 0.2% | N/A | 0.402% | |
5/15/2025 | EP Wealth Advisors LLC | 2,013 | $144K | 0.0% | -20.6% | 0.009% | |
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5/15/2025 | Royal Bank of Canada | 173,221 | $12.40M | 0.0% | +62.4% | 0.817% | |
5/15/2025 | Calton & Associates Inc. | 6,844 | $490K | 0.1% | +42.8% | 0.032% | |
5/14/2025 | PKS Advisory Services LLC | 3,650 | $261K | 0.1% | -8.3% | 0.017% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 522,897 | $37.42M | 0.0% | +2.1% | 2.466% | |
5/14/2025 | Kestra Advisory Services LLC | 22,151 | $1.59M | 0.0% | +21.9% | 0.104% | |
5/14/2025 | Allstate Corp | 10,100 | $723K | 0.0% | +32.9% | 0.048% | |
5/14/2025 | Ameriprise Financial Inc. | 813,341 | $58.22M | 0.0% | +10.2% | 3.837% | |
5/14/2025 | CW Advisors LLC | 72,116 | $5.16M | 0.1% | N/A | 0.340% | |
5/14/2025 | PGIM Custom Harvest LLC | 1,559,214 | $111.59M | 2.7% | +5.9% | 7.355% | |
5/14/2025 | TFB Advisors LLC | 10,100 | $723K | 0.2% | +19.0% | 0.048% | |
5/14/2025 | Hsbc Holdings PLC | 997,878 | $71.42M | 0.0% | N/A | 4.707% | |
5/13/2025 | SFI Advisors LLC | 67,415 | $4.83M | 3.6% | +26.0% | 0.318% | |
5/13/2025 | Raymond James Financial Inc. | 121,964 | $8.73M | 0.0% | +19.3% | 0.575% | |
5/13/2025 | CacheTech Inc. | 88,203 | $6.31M | 1.2% | N/A | 0.416% | |
5/13/2025 | Comprehensive Wealth Management LLC | 11,835 | $847K | 0.6% | +17.1% | 0.056% | |
5/13/2025 | HighTower Advisors LLC | 12,037 | $861K | 0.0% | +76.0% | 0.057% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 13,183 | $945K | 0.1% | +65.8% | 0.062% | |
5/12/2025 | National Bank of Canada FI | 4,617 | $331K | 0.0% | -6.1% | 0.022% | |
5/9/2025 | Thoroughbred Financial Services LLC | 9,971 | $713K | 0.0% | -7.1% | 0.047% | |
5/9/2025 | Commonwealth Equity Services LLC | 284,458 | $20.36M | 0.0% | +301.1% | 1.342% | |
5/9/2025 | PNC Financial Services Group Inc. | 5,679 | $406K | 0.0% | +84.7% | 0.027% | |
5/8/2025 | US Bancorp DE | 456 | $33K | 0.0% | -35.0% | 0.002% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,493 | $322K | 0.0% | -3.9% | 0.021% | |
5/8/2025 | Harbour Investments Inc. | 1,526 | $109K | 0.0% | -22.3% | 0.007% | |
5/8/2025 | MGO One Seven LLC | 89,365 | $6.40M | 0.2% | +0.3% | 0.422% | |
5/8/2025 | NorthRock Partners LLC | 1,865 | $133K | 0.0% | +337.8% | 0.009% | |
5/7/2025 | N.E.W. Advisory Services LLC | 1,759 | $126K | 0.0% | N/A | 0.008% | |
5/7/2025 | Fiera Capital Corp | 3,000 | $215K | 0.0% | N/A | 0.014% | |
5/7/2025 | Picton Mahoney Asset Management | 2,500 | $179K | 0.0% | -100.3% | 0.012% | |
5/7/2025 | Bellwether Advisors LLC | 8,109 | $580K | 0.1% | -96.1% | 0.038% | |
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5/7/2025 | LPL Financial LLC | 858,382 | $61.43M | 0.0% | +19.9% | 4.049% | |
5/7/2025 | First Heartland Consultants Inc. | 9,381 | $671K | 0.1% | N/A | 0.044% | |
5/6/2025 | Cetera Investment Advisers | 158,754 | $11.36M | 0.0% | +9.6% | 0.749% | |
5/6/2025 | Avantax Advisory Services Inc. | 25,393 | $1.82M | 0.0% | +9.9% | 0.120% | |
5/6/2025 | AE Wealth Management LLC | 981 | $70K | 0.0% | -33.9% | 0.005% | |
5/6/2025 | Wakefield Asset Management LLLP | 21,879 | $1.57M | 0.5% | -12.3% | 0.103% | |
5/6/2025 | Blankinship & Foster LLC | 6,770 | $485K | 0.1% | -5.1% | 0.032% | |
5/6/2025 | Milestone Asset Management Group LLC | 3,595 | $257K | 0.2% | N/A | 0.017% | |
5/5/2025 | Calton & Associates Inc. | 1,207 | $86K | 0.0% | -74.8% | 0.006% | |
5/5/2025 | Conservest Capital Advisors Inc. | 44,150 | $3.16M | 0.3% | -8.0% | 0.208% | |
5/5/2025 | Private Advisor Group LLC | 26,472 | $1.90M | 0.0% | +21.1% | 0.125% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 750 | $54K | 0.0% | +504.8% | 0.004% | |
5/2/2025 | Apollon Wealth Management LLC | 3,507 | $251K | 0.0% | -4.6% | 0.017% | |
5/2/2025 | Sigma Planning Corp | 3,697 | $265K | 0.0% | -5.4% | 0.018% | |
5/1/2025 | CWM LLC | 12,365 | $885K | 0.0% | -3.3% | 0.059% | |
5/1/2025 | Family Firm Inc. | 3,014 | $216K | 0.0% | N/A | 0.014% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 1,023 | $73K | 0.1% | -44.9% | 0.005% | |
4/30/2025 | Cerity Partners LLC | 6,615 | $473K | 0.0% | -7.9% | 0.032% | |
4/30/2025 | New Insight Wealth Advisors | 10,609 | $759K | 0.3% | +20.0% | 0.051% | |
4/30/2025 | 49 Wealth Management LLC | 3,839 | $275K | 0.0% | -46.5% | 0.018% | |
4/30/2025 | Brown Advisory Inc. | 11,346 | $812K | 0.0% | N/A | 0.054% | |
4/29/2025 | Envestnet Asset Management Inc. | 56,896 | $4.07M | 0.0% | +11.6% | 0.272% | |
4/29/2025 | Bank of New York Mellon Corp | 3,073 | $220K | 0.0% | N/A | 0.015% | |
4/29/2025 | World Investment Advisors | 5,871 | $420K | 0.0% | -21.5% | 0.028% | |
4/28/2025 | Mutual Advisors LLC | 14,180 | $995K | 0.0% | +25.4% | 0.068% | |
4/28/2025 | Private Trust Co. NA | 606 | $43K | 0.0% | +102.0% | 0.003% | |
4/28/2025 | Penobscot Wealth Management | 39,523 | $2.83M | 1.2% | -21.8% | 0.189% | |
4/28/2025 | DAVENPORT & Co LLC | 16,335 | $1.17M | 0.0% | +9.3% | 0.078% | |
4/28/2025 | Vontobel Holding Ltd. | 3,300 | $236K | 0.0% | N/A | 0.016% | |
4/25/2025 | Essex LLC | 12,110 | $867K | 0.2% | -4.9% | 0.058% | |
4/25/2025 | Ameritas Advisory Services LLC | 7,993 | $570K | 0.0% | -6.6% | 0.038% | |
4/25/2025 | Wealthstar Advisors LLC | 35,034 | $2.51M | 1.1% | N/A | 0.168% | |
4/25/2025 | Sovran Advisors LLC | 19,742 | $1.41M | 0.2% | +5.5% | 0.094% | |
4/25/2025 | Wall Street Financial Group Inc. | 45,262 | $3.24M | 3.4% | -3.7% | 0.217% | |
4/24/2025 | Money Concepts Capital Corp | 27,706 | $1.98M | 0.1% | +3.2% | 0.133% | |
4/24/2025 | Beacon Financial Advisory LLC | 5,598 | $401K | 0.1% | +6.4% | 0.027% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 9,101 | $651K | 0.1% | -13.4% | 0.044% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 39,507 | $2.83M | 0.5% | +6.1% | 0.189% | |
4/22/2025 | WealthCare Investment Partners LLC | 49,631 | $3.51M | 1.5% | -27.2% | 0.237% | |
4/22/2025 | Retirement Planning Group LLC NY | 7,295 | $522K | 0.5% | -3.0% | 0.035% | |
4/22/2025 | Petra Financial Advisors Inc. | 44,697 | $3.20M | 2.6% | N/A | 0.214% | |
4/21/2025 | Matthew Goff Investment Advisor LLC | 26,371 | $1.89M | 0.3% | +2.3% | 0.126% | |
4/17/2025 | Sowell Financial Services LLC | 4,020 | $288K | 0.0% | N/A | 0.019% | |
4/17/2025 | Janney Montgomery Scott LLC | 21,303 | $1.53M | 0.0% | +52.1% | 0.102% | |
4/17/2025 | Stillwater Capital Advisors LLC | 16,306 | $1.17M | 0.2% | -1.4% | 0.078% | |
4/17/2025 | Atlas Private Wealth Advisors | 6,224 | $445K | 0.1% | N/A | 0.030% | |
4/17/2025 | Partners Wealth Management LLC | 8,307 | $595K | 0.7% | +4.7% | 0.040% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,843 | $704K | 0.0% | +55.8% | 0.047% | |
4/16/2025 | Delta Capital Management LLC | 3,000 | $215K | 0.1% | N/A | 0.014% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 4,587 | $328K | 0.0% | -52.6% | 0.022% | |
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4/15/2025 | Focus Financial Network Inc. | 3,158 | $226K | 0.0% | -22.8% | 0.015% | |
4/15/2025 | CX Institutional | 771 | $55K | 0.0% | -94.2% | 0.004% | |
4/14/2025 | Charter Oak Capital Management LLC | 3,322 | $238K | 0.0% | -7.3% | 0.016% | |
4/11/2025 | Armstrong Fleming & Moore Inc | 3,855 | $276K | 0.3% | N/A | 0.018% | |
4/10/2025 | Lakeshore Capital Group Inc. | 10,645 | $762K | 0.7% | N/A | 0.051% | |
4/10/2025 | Accel Wealth Management | 11,261 | $806K | 0.3% | -4.9% | 0.053% | |
4/9/2025 | RFG Advisory LLC | 3,565 | $255K | 0.0% | -15.9% | 0.017% | |
4/9/2025 | Merit Financial Group LLC | 13,162 | $942K | 0.0% | -1.1% | 0.063% | |
4/8/2025 | Parallel Advisors LLC | 686 | $49K | 0.0% | N/A | 0.003% | |
4/3/2025 | First Citizens Financial Corp | 44,654 | $3.20M | 1.8% | -0.6% | 0.212% | |