5/21/2025 | Beacon Capital Management Inc. | 28,092 | $5.40M | 0.3% | -95.0% | 0.215% | |
5/20/2025 | Focus Partners Wealth | 1,438 | $272K | 0.0% | N/A | 0.011% | |
5/19/2025 | Jane Street Group LLC | 1,974 | $373K | 0.0% | -78.3% | 0.015% | |
5/16/2025 | Everstar Asset Management LLC | 41,737 | $7.88M | 1.5% | N/A | 0.320% | |
5/16/2025 | Goldman Sachs Group Inc. | 14,817 | $2.80M | 0.0% | +748.6% | 0.114% | |
5/16/2025 | Resources Management Corp CT ADV | 25,332 | $4.78M | 0.7% | -4.6% | 0.194% | |
5/16/2025 | Jones Financial Companies Lllp | 18,554 | $3.50M | 0.0% | +393.6% | 0.142% | |
5/16/2025 | Integrated Wealth Concepts LLC | 1,358 | $256K | 0.0% | -16.6% | 0.010% | |
5/15/2025 | Ashton Thomas Securities LLC | 308 | $58K | 0.0% | -67.5% | 0.002% | |
5/15/2025 | Ameriflex Group Inc. | 9,684 | $1.83M | 0.7% | N/A | 0.074% | |
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5/15/2025 | Flputnam Investment Management Co. | 3,743 | $707K | 0.0% | -3.9% | 0.029% | |
5/15/2025 | Royal Bank of Canada | 19,573 | $3.70M | 0.0% | -26.7% | 0.150% | |
5/15/2025 | Baird Financial Group Inc. | 4,894 | $924K | 0.0% | -3.3% | 0.038% | |
5/15/2025 | The Manufacturers Life Insurance Company | 279,085 | $52.69M | 0.0% | -2.4% | 2.140% | |
5/15/2025 | GKV Capital Management Co. Inc. | 383 | $72K | 0.0% | N/A | 0.003% | |
5/14/2025 | Wealth Preservation Advisors LLC | 276 | $52K | 0.0% | N/A | 0.002% | |
5/14/2025 | Full Sail Capital LLC | 18,790 | $3.55M | 0.2% | -5.4% | 0.144% | |
5/14/2025 | Comerica Bank | 7,165 | $1.35M | 0.0% | -14.5% | 0.055% | |
5/14/2025 | Freedom Investment Management Inc. | 1,796 | $339K | 0.0% | -49.6% | 0.014% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 47,208 | $8.91M | 0.0% | -77.8% | 0.362% | |
5/14/2025 | Trinity Legacy Partners LLC | 2,844 | $542K | 0.1% | -48.4% | 0.022% | |
5/14/2025 | Bragg Financial Advisors Inc | 1,532 | $289K | 0.0% | -16.0% | 0.012% | |
5/14/2025 | CW Advisors LLC | 6,240 | $1.18M | 0.0% | +78.4% | 0.048% | |
5/14/2025 | PGIM Custom Harvest LLC | 151,632 | $28.63M | 0.7% | +14.8% | 1.163% | |
5/14/2025 | M Holdings Securities Inc. | 40,371 | $7.62M | 1.3% | +3.7% | 0.310% | |
5/13/2025 | Raymond James Financial Inc. | 101,987 | $19.26M | 0.0% | +53.5% | 0.782% | |
5/13/2025 | Cresset Asset Management LLC | 5,842 | $1.10M | 0.0% | -1.9% | 0.045% | |
5/13/2025 | Global Endowment Management LP | 3,000 | $566K | 0.1% | -39.0% | 0.023% | |
5/13/2025 | Stephen J. Garry & Associates LLC | 3,823 | $722K | 0.7% | -38.7% | 0.029% | |
5/13/2025 | Ground Swell Capital LLC | 1,528 | $289K | 0.6% | N/A | 0.012% | |
5/13/2025 | GKV Capital Management Co. Inc. | 383 | $72K | 0.1% | N/A | 0.003% | |
5/13/2025 | Russell Investments Group Ltd. | 388 | $73K | 0.0% | +33.8% | 0.003% | |
5/13/2025 | HighTower Advisors LLC | 17,375 | $3.28M | 0.0% | +20.0% | 0.133% | |
5/12/2025 | Tranquilli Financial Advisor LLC | 12,412 | $2.34M | 1.5% | +4.6% | 0.095% | |
5/12/2025 | Strengthening Families & Communities LLC | 45,211 | $8.54M | 5.2% | +0.6% | 0.347% | |
5/12/2025 | Atlas Capital Advisors Inc. | 6,304 | $1.19M | 0.1% | -3.1% | 0.048% | |
5/12/2025 | WBH Advisory Inc. | 4,441 | $839K | 0.1% | -2.5% | 0.034% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 2,015 | $380K | 0.0% | -9.4% | 0.015% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 131 | $25K | 0.0% | N/A | 0.001% | |
5/9/2025 | Atria Wealth Solutions Inc. | 24,728 | $4.67M | 0.1% | -16.6% | 0.188% | |
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5/9/2025 | Empower Advisory Group LLC | 340,823 | $64.35M | 0.2% | +7.2% | 2.598% | |
5/9/2025 | Silver Coast Investments LLC | 16,133 | $3.05M | 1.2% | +0.7% | 0.123% | |
5/9/2025 | Blair William & Co. IL | 8,202 | $1.55M | 0.0% | -10.2% | 0.063% | |
5/9/2025 | Heritage Trust Co | 3,234 | $611K | 0.1% | -13.7% | 0.025% | |
5/9/2025 | PNC Financial Services Group Inc. | 49,055 | $9.26M | 0.0% | -2.5% | 0.374% | |
5/8/2025 | Certified Advisory Corp | 16,981 | $3.21M | 0.4% | -1.4% | 0.129% | |
5/8/2025 | US Bancorp DE | 1,620 | $306K | 0.0% | -12.1% | 0.012% | |
5/8/2025 | Modera Wealth Management LLC | 5,551 | $1.05M | 0.0% | -8.5% | 0.042% | |
5/7/2025 | Hurley Capital LLC | 694 | $131K | 0.1% | N/A | 0.005% | |
5/7/2025 | Foundations Investment Advisors LLC | 16,561 | $3.13M | 0.1% | +3.3% | 0.126% | |
5/7/2025 | LPL Financial LLC | 175,750 | $33.18M | 0.0% | +7.7% | 1.340% | |
5/6/2025 | Assetmark Inc. | 2,224 | $420K | 0.0% | +374.2% | 0.017% | |
5/6/2025 | Cetera Investment Advisers | 91,493 | $17.28M | 0.0% | +6.5% | 0.697% | |
5/6/2025 | Avantax Advisory Services Inc. | 8,103 | $1.53M | 0.0% | -63.7% | 0.062% | |
5/6/2025 | Brookwood Investment Group LLC | 1,472 | $278K | 0.0% | N/A | 0.011% | |
5/6/2025 | Birchcreek Wealth Management LLC | 1,465 | $277K | 0.2% | -4.5% | 0.011% | |
5/6/2025 | AE Wealth Management LLC | 895 | $169K | 0.0% | +123.8% | 0.007% | |
5/5/2025 | Wealth Alliance LLC | 1,904 | $359K | 0.0% | +4.0% | 0.015% | |
5/5/2025 | J.W. Cole Advisors Inc. | 29,358 | $5.54M | 0.2% | +12.8% | 0.224% | |
5/5/2025 | North Forty Two & Co. | 2,450 | $463K | 0.5% | +5.4% | 0.019% | |
5/5/2025 | Kestra Private Wealth Services LLC | 1,348 | $255K | 0.0% | N/A | 0.010% | |
5/5/2025 | Private Advisor Group LLC | 9,241 | $1.75M | 0.0% | -2.6% | 0.070% | |
5/2/2025 | Bailard Inc. | 2,950 | $557K | 0.0% | -12.9% | 0.022% | |
5/2/2025 | BIP Alliance LLC | 1,098 | $207K | 0.1% | -6.8% | 0.008% | |
5/2/2025 | Richmond Brothers Inc. | 19,722 | $3.72M | 2.4% | +6.5% | 0.150% | |
5/2/2025 | Cullen Frost Bankers Inc. | 293 | $55K | 0.0% | N/A | 0.002% | |
5/2/2025 | Wealthfront Advisers LLC | 3,037 | $573K | 0.0% | -19.6% | 0.023% | |
5/2/2025 | ESG Planning DBA Harper Investing | 3,873 | $731K | 0.5% | +42.0% | 0.030% | |
5/2/2025 | Sigma Planning Corp | 18,832 | $3.56M | 0.1% | +1.9% | 0.144% | |
5/1/2025 | LRI Investments LLC | 22,129 | $4.18M | 0.4% | +1,461.7% | 0.169% | |
5/1/2025 | CWM LLC | 185 | $35K | 0.0% | -68.4% | 0.001% | |
5/1/2025 | Sage Rhino Capital LLC | 11,920 | $2.25M | 0.5% | +5.6% | 0.091% | |
4/30/2025 | Axxcess Wealth Management LLC | 2,448 | $462K | 0.0% | N/A | 0.019% | |
4/30/2025 | M&T Bank Corp | 21,176 | $4.00M | 0.0% | +3.0% | 0.161% | |
4/30/2025 | Stratos Wealth Partners LTD. | 6,274 | $1.19M | 0.0% | -4.7% | 0.048% | |
4/30/2025 | Sharper & Granite LLC | 5,520 | $1.04M | 0.4% | -6.5% | 0.042% | |
4/30/2025 | Gibraltar Capital Management Inc. | 15,487 | $2.92M | 0.6% | N/A | 0.118% | |
4/29/2025 | Callan Capital LLC | 6,187 | $1.17M | 0.1% | -2.4% | 0.047% | |
4/29/2025 | Envestnet Asset Management Inc. | 295,847 | $55.86M | 0.0% | +2.9% | 2.255% | |
4/29/2025 | Vickerman Investment Advisors Inc. | 25,064 | $4.73M | 1.1% | +6.5% | 0.191% | |
4/29/2025 | Olistico Wealth LLC | 223 | $42K | 0.0% | N/A | 0.002% | |
4/29/2025 | Concurrent Investment Advisors LLC | 4,663 | $880K | 0.0% | +2.9% | 0.036% | |
4/29/2025 | Bank of New York Mellon Corp | 1,071 | $202K | 0.0% | N/A | 0.008% | |
4/29/2025 | Checchi Capital Advisers LLC | 1,147 | $217K | 0.0% | -9.8% | 0.009% | |
4/28/2025 | D.A. Davidson & CO. | 7,207 | $1.36M | 0.0% | -5.4% | 0.055% | |
4/28/2025 | Mutual Advisors LLC | 1,155 | $211K | 0.0% | +7.3% | 0.009% | |
4/28/2025 | Coastline Trust Co | 325 | $61K | 0.0% | -23.5% | 0.002% | |
4/25/2025 | Westside Investment Management Inc. | 517 | $98K | 0.0% | +14.1% | 0.004% | |
4/25/2025 | Ameritas Advisory Services LLC | 6,204 | $1.17M | 0.0% | +2.3% | 0.047% | |
4/25/2025 | RBA Wealth Management LLC | 1,084 | $205K | 0.1% | -13.1% | 0.008% | |
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4/24/2025 | Golden State Wealth Management LLC | 2,201 | $416K | 0.1% | -21.7% | 0.017% | |
4/23/2025 | Golden State Wealth Management LLC | 4,401 | $831K | 0.1% | +56.6% | 0.034% | |
4/23/2025 | Narwhal Capital Management | 12,803 | $2.42M | 0.2% | -28.9% | 0.098% | |
4/23/2025 | Valmark Advisers Inc. | 4,051 | $765K | 0.0% | -8.3% | 0.031% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,866 | $3.18M | 0.0% | +21.3% | 0.129% | |
4/22/2025 | Comprehensive Money Management Services LLC | 5,312 | $1.00M | 0.8% | +7.8% | 0.040% | |
4/22/2025 | Bonfire Financial | 4,984 | $941K | 0.9% | +6.2% | 0.038% | |
4/21/2025 | Compass Capital Corp MA ADV | 5,906 | $1.11M | 0.6% | -5.7% | 0.045% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 18,160 | $3.43M | 0.0% | +1.8% | 0.138% | |
4/21/2025 | Johnson Investment Counsel Inc. | 2,764 | $522K | 0.0% | +4.5% | 0.021% | |