5/2/2025 | Wealthfront Advisers LLC | 14,273 | $563K | 0.0% | -9.1% | 0.039% | |
5/2/2025 | Sigma Planning Corp | 13,450 | $531K | 0.0% | +9.9% | 0.036% | |
5/1/2025 | Stephens Inc. AR | 8,109 | $320K | 0.0% | +3.3% | 0.022% | |
4/30/2025 | Cerity Partners LLC | 21,033 | $830K | 0.0% | +37.7% | 0.057% | |
4/30/2025 | Trek Financial LLC | 12,174 | $480K | 0.0% | N/A | 0.033% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 43,999 | $1.74M | 0.2% | +1.1% | 0.119% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 16,788 | $662K | 0.1% | +76.7% | 0.045% | |
4/29/2025 | Envestnet Asset Management Inc. | 124,517 | $4.91M | 0.0% | +1.5% | 0.336% | |
4/29/2025 | Quattro Financial Advisors LLC | 49,195 | $1.94M | 0.7% | +17.6% | 0.133% | |
4/29/2025 | Capital Investment Advisory Services LLC | 2,500 | $99K | 0.0% | N/A | 0.007% | |
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4/29/2025 | OneDigital Investment Advisors LLC | 16,877 | $666K | 0.0% | -2.0% | 0.046% | |
4/28/2025 | D.A. Davidson & CO. | 36,199 | $1.43M | 0.0% | -14.1% | 0.098% | |
4/28/2025 | DAVENPORT & Co LLC | 6,265 | $247K | 0.0% | N/A | 0.017% | |
4/28/2025 | Vontobel Holding Ltd. | 42,100 | $1.66M | 0.0% | -3.2% | 0.114% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 12,300 | $486K | 0.0% | -8.9% | 0.033% | |
4/23/2025 | Sequoia Financial Advisors LLC | 5,750 | $227K | 0.0% | -8.8% | 0.016% | |
4/23/2025 | Spire Wealth Management | 834 | $33K | 0.0% | +59.8% | 0.002% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,216 | $1.11M | 0.0% | -7.5% | 0.076% | |
4/22/2025 | PFG Investments LLC | 11,379 | $449K | 0.0% | +38.3% | 0.031% | |
4/21/2025 | Blue Trust Inc. | 3,416 | $135K | 0.0% | +1,608.0% | 0.009% | |
4/17/2025 | FNY Investment Advisers LLC | 2,623 | $103K | 0.1% | N/A | 0.007% | |
4/17/2025 | M.E. Allison & CO. Inc. | 6,000 | $237K | 0.2% | N/A | 0.017% | |
4/17/2025 | Columbus Macro LLC | 12,381 | $488K | 0.1% | +21.4% | 0.035% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 47,632 | $1.88M | 0.2% | N/A | 0.134% | |
4/16/2025 | Ballew Advisors Inc | 75,905 | $3.05M | 2.0% | -28.9% | 0.213% | |
4/14/2025 | Baldwin Wealth Partners LLC MA | 6,000 | $237K | 0.0% | N/A | 0.017% | |
4/14/2025 | Park Avenue Securities LLC | 10,290 | $406K | 0.0% | -17.1% | 0.029% | |
4/14/2025 | One Plus One Wealth Management LLC | 68,806 | $2.71M | 1.5% | +61.0% | 0.193% | |
4/14/2025 | LexAurum Advisors LLC | 5,140 | $203K | 0.0% | N/A | 0.014% | |
4/10/2025 | Juncture Wealth Strategies LLC | 24,013 | $947K | 0.4% | +125.4% | 0.067% | |
4/9/2025 | RFG Advisory LLC | 9,938 | $392K | 0.0% | N/A | 0.028% | |
4/8/2025 | Parallel Advisors LLC | 1,000 | $39K | 0.0% | N/A | 0.003% | |
3/6/2025 | Copia Wealth Management | 1,500 | $48K | 0.0% | N/A | 0.004% | |
2/18/2025 | Pettinga Financial Advisors LLC | 15,020 | $477K | 0.1% | -10.7% | 0.045% | |
2/17/2025 | Two Sigma Investments LP | 185,000 | $5.88M | 0.0% | +37.3% | 0.551% | |
2/17/2025 | Millennium Management LLC | 80,232 | $2.55M | 0.0% | -46.2% | 0.239% | |
2/17/2025 | Fiduciary Trust Co | 10,360 | $329K | 0.0% | -51.8% | 0.031% | |
2/17/2025 | Clark Capital Management Group Inc. | 175,670 | $5.58M | 0.0% | +2.2% | 0.524% | |
2/17/2025 | Dunhill Financial LLC | 1,000 | $32K | 0.0% | +100.0% | 0.003% | |
2/17/2025 | Cetera Investment Advisers | 167,925 | $5.34M | 0.0% | +1.8% | 0.501% | |
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2/17/2025 | Baird Financial Group Inc. | 122,404 | $3.89M | 0.0% | +1.6% | 0.365% | |
2/17/2025 | Beverly Hills Private Wealth LLC | 9,500 | $302K | 0.1% | N/A | 0.028% | |
2/17/2025 | Bank of America Corp DE | 101,405 | $3.22M | 0.0% | -27.3% | 0.302% | |
2/17/2025 | BNP Paribas Financial Markets | 7,614 | $242K | 0.0% | +22.8% | 0.023% | |
2/17/2025 | Ameriprise Financial Inc. | 79,269 | $2.52M | 0.0% | -46.4% | 0.236% | |
2/17/2025 | Aptus Capital Advisors LLC | 1,982 | $64K | 0.0% | +369.7% | 0.006% | |
2/14/2025 | Ion Asset Management Ltd. | 26,700 | $848K | 0.0% | +71.2% | 0.080% | |
2/14/2025 | IHT Wealth Management LLC | 26,983 | $857K | 0.0% | +11.4% | 0.080% | |
2/14/2025 | Stifel Financial Corp | 44,490 | $1.41M | 0.0% | +16.7% | 0.133% | |
2/14/2025 | OneDigital Investment Advisors LLC | 17,221 | $547K | 0.0% | -2.5% | 0.051% | |
2/13/2025 | Marshall Wace LLP | 58,946 | $1.87M | 0.0% | N/A | 0.176% | |
2/13/2025 | Mariner LLC | 13,050 | $415K | 0.0% | +8.4% | 0.039% | |
2/13/2025 | Scotia Capital Inc. | 15,825 | $503K | 0.0% | +17.9% | 0.047% | |
2/13/2025 | Raymond James Financial Inc. | 87,059 | $2.77M | 0.0% | N/A | 0.259% | |
2/13/2025 | Capula Management Ltd | 23,940 | $761K | 0.0% | N/A | 0.071% | |
2/13/2025 | Rathbones Group PLC | 6,655 | $211K | 0.0% | N/A | 0.020% | |
2/13/2025 | Bank of Montreal Can | 4,671 | $148K | 0.0% | -84.3% | 0.014% | |
2/13/2025 | Cerity Partners LLC | 15,279 | $490K | 0.0% | N/A | 0.046% | |
2/13/2025 | Envestnet Asset Management Inc. | 122,624 | $3.90M | 0.0% | -10.5% | 0.365% | |
2/13/2025 | Wells Fargo & Company MN | 315,298 | $10.02M | 0.0% | -5.0% | 0.940% | |
2/12/2025 | OLD Mission Capital LLC | 29,853 | $948K | 0.0% | N/A | 0.089% | |
2/12/2025 | Diametric Capital LP | 7,620 | $242K | 0.2% | -60.8% | 0.023% | |
2/12/2025 | National Bank of Canada FI | 4,671 | $148K | 0.0% | +25.5% | 0.014% | |
2/12/2025 | Summit Financial LLC | 80,857 | $2.63M | 0.1% | N/A | 0.241% | |
2/12/2025 | Level Four Advisory Services LLC | 16,710 | $531K | 0.0% | -10.9% | 0.050% | |
2/12/2025 | JPMorgan Chase & Co. | 1,622 | $52K | 0.0% | +24.2% | 0.005% | |
2/12/2025 | Banco BTG Pactual S.A. | 57,280 | $1.90M | 0.4% | -21.7% | 0.171% | |
2/11/2025 | LPL Financial LLC | 581,778 | $18.48M | 0.0% | -1.1% | 1.734% | |
2/11/2025 | Simplex Trading LLC | 17,818 | $566K | 0.0% | -53.4% | 0.053% | |
2/11/2025 | Virtu Financial LLC | 18,111 | $575K | 0.0% | +79.5% | 0.054% | |
2/10/2025 | Evoke Wealth LLC | 13,681 | $445K | 0.0% | +2.9% | 0.041% | |
2/10/2025 | Tidemark LLC | 1,362 | $43K | 0.0% | +379.6% | 0.004% | |
2/10/2025 | Picton Mahoney Asset Management | 3,700 | $118K | 0.0% | -63.4% | 0.011% | |
2/10/2025 | Commonwealth Equity Services LLC | 32,963 | $1.05M | 0.0% | +1.7% | 0.098% | |
2/10/2025 | Hollencrest Capital Management | 18,591 | $591K | 0.0% | +490.2% | 0.055% | |
2/7/2025 | Sequoia Financial Advisors LLC | 6,308 | $200K | 0.0% | N/A | 0.019% | |
2/7/2025 | HighTower Advisors LLC | 21,728 | $690K | 0.0% | +20.7% | 0.065% | |
2/7/2025 | Independent Advisor Alliance | 10,196 | $324K | 0.0% | N/A | 0.030% | |
2/6/2025 | Raymond James Financial Inc. | 87,059 | $2.77M | 0.0% | N/A | 0.259% | |
2/6/2025 | SPC Financial Inc. | 19,406 | $617K | 0.1% | +1.6% | 0.058% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 3,800 | $121K | 0.0% | +192.3% | 0.011% | |
2/5/2025 | Oppenheimer & Co. Inc. | 10,890 | $346K | 0.0% | N/A | 0.032% | |
2/4/2025 | Sprott Inc. | 43,381 | $1.38M | 0.1% | N/A | 0.129% | |
2/4/2025 | Y Intercept Hong Kong Ltd | 11,988 | $381K | 0.0% | N/A | 0.036% | |
2/3/2025 | Sigma Planning Corp | 12,234 | $389K | 0.0% | +11.7% | 0.036% | |
1/31/2025 | Global Retirement Partners LLC | 9,024 | $287K | 0.0% | -5.0% | 0.027% | |
1/31/2025 | Atria Wealth Solutions Inc. | 39,415 | $1.28M | 0.0% | +3.5% | 0.117% | |
1/31/2025 | D.A. Davidson & CO. | 42,121 | $1.34M | 0.0% | N/A | 0.126% | |
1/30/2025 | Principal Securities Inc. | 9,362 | $297K | 0.0% | -3.5% | 0.028% | |
1/30/2025 | Vontobel Holding Ltd. | 43,500 | $1.38M | 0.0% | +4.8% | 0.130% | |
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1/29/2025 | One Plus One Wealth Management LLC | 42,744 | $1.36M | 0.8% | +1.8% | 0.127% | |
1/28/2025 | Stephens Inc. AR | 7,853 | $249K | 0.0% | -4.0% | 0.023% | |
1/28/2025 | Robinson Value Management Ltd. | 5,547 | $176K | 0.1% | -25.0% | 0.017% | |
1/28/2025 | Quattro Financial Advisors LLC | 41,820 | $1.39M | 0.4% | N/A | 0.125% | |
1/27/2025 | IMC Chicago LLC | 38,573 | $1.23M | 0.0% | N/A | 0.115% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 13,500 | $427K | 0.0% | +13.4% | 0.040% | |
1/27/2025 | Verity Asset Management Inc. | 6,842 | $217K | 0.1% | N/A | 0.020% | |
1/24/2025 | Columbus Macro LLC | 10,197 | $324K | 0.0% | +69.0% | 0.030% | |
1/22/2025 | PFG Investments LLC | 8,230 | $261K | 0.0% | +5.1% | 0.025% | |
1/21/2025 | Juncture Wealth Strategies LLC | 10,652 | $338K | 0.1% | N/A | 0.032% | |