8/8/2025 | Creative Planning | 7,440 | $636K | 0.0% | +4.0% | 0.286% | |
8/7/2025 | Allworth Financial LP | 1,976 | $169K | 0.0% | +17.9% | 0.076% | |
7/29/2025 | First Bancorp Inc ME | 4,120 | $352K | 0.2% | -5.7% | 0.158% | |
7/28/2025 | Mutual Advisors LLC | 11,444 | $1.01M | 0.0% | N/A | 0.440% | |
7/25/2025 | Pathway Financial Advisors LLC | 170,172 | $14.55M | 2.1% | +15.6% | 6.545% | |
7/23/2025 | Fortis Advisors LLC | 2,939 | $251K | 0.2% | N/A | 0.113% | |
7/22/2025 | Sava Infond d.o.o. | 6,800 | $581K | 0.1% | -22.7% | 0.262% | |
7/21/2025 | Ameritas Advisory Services LLC | 8,881 | $759K | 0.0% | -50.1% | 0.342% | |
7/16/2025 | CX Institutional | 955 | $82K | 0.0% | +1,415.9% | 0.037% | |
7/14/2025 | Park Avenue Securities LLC | 4,068 | $348K | 0.0% | -5.9% | 0.156% | |
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7/11/2025 | CX Institutional | 955 | $82K | 0.0% | +1,415.9% | 0.037% | |
6/27/2025 | Goldman Sachs Group Inc. | 5,524 | $451K | 0.0% | -3.3% | 0.212% | |
5/19/2025 | Jane Street Group LLC | 41,335 | $3.38M | 0.0% | N/A | 1.590% | |
5/16/2025 | Goldman Sachs Group Inc. | 5,524 | $451K | 0.0% | -3.3% | 0.212% | |
5/16/2025 | Jones Financial Companies Lllp | 13,466 | $1.10M | 0.0% | +1,061.9% | 0.518% | |
5/15/2025 | OLD Mission Capital LLC | 13,116 | $1.07M | 0.0% | +84.3% | 0.504% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 457 | $37K | 0.0% | +40.2% | 0.018% | |
5/14/2025 | Flow Traders U.S. LLC | 28,691 | $2.35M | 0.1% | N/A | 1.104% | |
5/13/2025 | Cresset Asset Management LLC | 4,897 | $400K | 0.0% | -10.8% | 0.188% | |
5/13/2025 | HighTower Advisors LLC | 102,445 | $8.37M | 0.0% | +2.1% | 3.940% | |
5/12/2025 | National Bank of Canada FI | 178,576 | $14.64M | 0.0% | +281.0% | 6.868% | |
5/9/2025 | Blair William & Co. IL | 300 | $25K | 0.0% | N/A | 0.012% | |
5/7/2025 | Viawealth LLC | 4,224 | $345K | 0.2% | -29.6% | 0.162% | |
5/7/2025 | LPL Financial LLC | 30,771 | $2.52M | 0.0% | -11.6% | 1.184% | |
5/5/2025 | Private Advisor Group LLC | 4,211 | $344K | 0.0% | N/A | 0.150% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 4,333 | $354K | 0.2% | +5.3% | 0.155% | |
4/25/2025 | Ameritas Advisory Services LLC | 17,790 | $1.45M | 0.1% | -40.1% | 0.635% | |
4/23/2025 | Bessemer Group Inc. | 3,030 | $248K | 0.0% | -33.8% | 0.108% | |
4/23/2025 | Climber Capital SA | 6,248 | $511K | 3.0% | N/A | 0.223% | |
4/22/2025 | Comprehensive Money Management Services LLC | 4,257 | $348K | 0.3% | +14.8% | 0.152% | |
4/16/2025 | Pathway Financial Advisors LLC | 147,238 | $12.03M | 2.2% | +10.0% | 5.259% | |
4/14/2025 | Park Avenue Securities LLC | 4,321 | $353K | 0.0% | -4.2% | 0.154% | |
3/4/2025 | Comprehensive Money Management Services LLC | 3,707 | $288K | 0.2% | N/A | 0.143% | |
2/18/2025 | GTS Securities LLC | 9,524 | $740K | 0.0% | N/A | 0.328% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 4,113 | $319K | 0.1% | N/A | 0.142% | |
2/17/2025 | Cresset Asset Management LLC | 5,492 | $427K | 0.0% | -2.1% | 0.189% | |
2/17/2025 | Bank of America Corp DE | 80,892 | $6.29M | 0.0% | -2.6% | 2.789% | |
2/17/2025 | Ameriprise Financial Inc. | 7,480 | $581K | 0.0% | N/A | 0.258% | |
2/14/2025 | Comerica Bank | 1,137 | $88K | 0.0% | +34.1% | 0.039% | |
2/13/2025 | Mariner LLC | 3,235 | $251K | 0.0% | -43.1% | 0.112% | |
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2/13/2025 | Bessemer Group Inc. | 4,578 | $356K | 0.0% | +195.7% | 0.158% | |
2/13/2025 | Raymond James Financial Inc. | 4,855 | $377K | 0.0% | N/A | 0.167% | |
2/13/2025 | Wells Fargo & Company MN | 62,171 | $4.83M | 0.0% | +2,508.9% | 2.144% | |
2/13/2025 | Wealth Advisors of Tampa Bay LLC | 14,948 | $1.16M | 0.5% | -38.4% | 0.515% | |
2/12/2025 | OLD Mission Capital LLC | 7,118 | $553K | 0.0% | +55.9% | 0.245% | |
2/12/2025 | National Bank of Canada FI | 46,876 | $3.64M | 0.0% | +6,392.5% | 1.616% | |
2/12/2025 | Sava Infond d.o.o. | 8,800 | $684K | 0.1% | N/A | 0.303% | |
2/12/2025 | Tyler Stone Wealth Management | 3,137 | $244K | 0.0% | +20.3% | 0.108% | |
2/11/2025 | LPL Financial LLC | 34,811 | $2.71M | 0.0% | -3.7% | 1.200% | |
2/11/2025 | Viawealth LLC | 5,998 | $466K | 0.3% | -3.4% | 0.207% | |
2/10/2025 | Commonwealth Equity Services LLC | 3,337 | $259K | 0.0% | -6.0% | 0.115% | |
2/10/2025 | Hopwood Financial Services Inc. | 627 | $49K | 0.0% | N/A | 0.022% | |
2/7/2025 | HighTower Advisors LLC | 100,330 | $7.80M | 0.0% | +6.6% | 3.460% | |
2/7/2025 | Founders Financial Alliance LLC | 982 | $76K | 0.0% | -64.2% | 0.034% | |
2/6/2025 | Raymond James Financial Inc. | 4,855 | $377K | 0.0% | N/A | 0.167% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 380 | $30K | 0.0% | +85.4% | 0.013% | |
2/6/2025 | Jones Financial Companies Lllp | 1,159 | $90K | 0.0% | +45.2% | 0.040% | |
2/5/2025 | Fisher Asset Management LLC | 10,360 | $805K | 0.0% | -16.4% | 0.357% | |
1/31/2025 | Pathway Financial Advisors LLC | 133,799 | $10.40M | 2.4% | +1.2% | 4.614% | |
1/30/2025 | Allworth Financial LP | 1,676 | $136K | 0.0% | N/A | 0.058% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 12,946 | $1.01M | 0.0% | +13.2% | 0.446% | |
1/28/2025 | HTLF Bank | 22,103 | $1.72M | 0.2% | +9.7% | 0.762% | |
1/27/2025 | YANKCOM Partnership | 1,589 | $123K | 0.1% | N/A | 0.055% | |
1/22/2025 | Perigon Wealth Management LLC | 3,751 | $300K | 0.0% | +4.2% | 0.129% | |
1/22/2025 | Slow Capital Inc. | 4,090 | $318K | 0.0% | -7.0% | 0.141% | |
1/21/2025 | First Bancorp Inc ME | 4,370 | $340K | 0.2% | -3.5% | 0.151% | |
1/15/2025 | Ameritas Advisory Services LLC | 29,711 | $2.31M | 0.1% | -46.7% | 1.025% | |
1/14/2025 | Park Avenue Securities LLC | 4,512 | $351K | 0.0% | N/A | 0.156% | |
11/15/2024 | Jane Street Group LLC | 9,990 | $932K | 0.0% | -83.2% | 0.344% | |
11/15/2024 | HighTower Advisors LLC | 94,130 | $8.77M | 0.0% | +0.3% | 3.246% | |
11/13/2024 | FMR LLC | 601 | $56K | 0.0% | +160.2% | 0.021% | |
11/13/2024 | Fisher Asset Management LLC | 12,390 | $1.16M | 0.0% | +40.0% | 0.427% | |
11/4/2024 | Tyler Stone Wealth Management | 2,607 | $243K | 0.0% | +100.1% | 0.090% | |
10/30/2024 | Ameritas Advisory Services LLC | 55,784 | $5.20M | 0.2% | -29.2% | 1.924% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 11,441 | $1.07M | 0.1% | +9.9% | 0.395% | |
10/18/2024 | Slow Capital Inc. | 4,397 | $410K | 0.1% | -2.4% | 0.152% | |
10/11/2024 | Patriot Investment Management Group Inc. | 2,300 | $214K | 0.0% | N/A | 0.079% | |
10/8/2024 | Sinecera Capital LLC | 41,053 | $3.83M | 4.6% | +6.0% | 1.416% | |
10/8/2024 | Pathway Financial Advisors LLC | 132,199 | $12.33M | 3.2% | +2.7% | 4.559% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 20,735 | $1.76M | 0.0% | +1.2% | 0.715% | |
8/16/2024 | Creative Planning | 7,988 | $678K | 0.0% | +21.4% | 0.275% | |
8/16/2024 | Susquehanna International Group LLP | 46,603 | $3.96M | 0.0% | +2.7% | 1.607% | |
7/31/2024 | Commonwealth Equity Services LLC | 5,908 | $502K | 0.0% | -7.2% | 0.204% | |
7/29/2024 | Ameritas Advisory Services LLC | 78,792 | $6.69M | 0.3% | +1.4% | 2.717% | |
7/24/2024 | Pathway Financial Advisors LLC | 128,770 | $10.94M | 3.0% | +0.6% | 4.440% | |
7/23/2024 | HTLF Bank | 20,073 | $1.71M | 0.2% | -1.7% | 0.692% | |
7/18/2024 | Sinecera Capital LLC | 38,727 | $3.32M | 4.5% | +1.9% | 1.335% | |
7/10/2024 | CWM LLC | 466 | $40K | 0.0% | +121.9% | 0.016% | |
5/17/2024 | Comerica Bank | 1,048 | $94K | 0.0% | -45.6% | 0.036% | |
5/16/2024 | Jane Street Group LLC | 171,693 | $15.36M | 0.0% | +318.0% | 5.920% | |
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5/13/2024 | Bessemer Group Inc. | 1,548 | $138K | 0.0% | -69.4% | 0.053% | |
5/10/2024 | Viawealth LLC | 3,846 | $344K | 0.2% | N/A | 0.133% | |
4/30/2024 | Beam Wealth Advisors Inc. | 3,257 | $291K | 0.2% | -5.1% | 0.112% | |
4/30/2024 | Commonwealth Equity Services LLC | 6,366 | $569K | 0.0% | +52.8% | 0.220% | |
4/25/2024 | HTLF Bank | 20,424 | $1.83M | 0.2% | N/A | 0.704% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 2,819 | $247K | 0.1% | -10.4% | 0.097% | |
4/15/2024 | Sinecera Capital LLC | 38,000 | $3.48M | 4.8% | -38.8% | 1.310% | |
4/10/2024 | Pathway Financial Advisors LLC | 128,048 | $11.45M | 3.1% | +1.6% | 3.607% | |
4/10/2024 | Sunflower Bank N.A. | 3,058 | $273K | 0.1% | -50.9% | 0.086% | |
3/5/2024 | Fisher Asset Management LLC | 17,009 | $1.48M | 0.0% | +21.3% | 0.479% | |