11/25/2024 | Wilmington Savings Fund Society FSB | 193,451 | $8.09M | 0.1% | N/A | 1.523% | |
11/15/2024 | Jane Street Group LLC | 61,450 | $2.57M | 0.0% | -74.9% | 0.484% | |
11/14/2024 | Captrust Financial Advisors | 6,042 | $253K | 0.0% | N/A | 0.048% | |
11/13/2024 | Townsquare Capital LLC | 59,100 | $2.47M | 0.0% | +9.0% | 0.465% | |
11/13/2024 | The Manufacturers Life Insurance Company | 50,082 | $2.09M | 0.0% | -1.1% | 0.394% | |
11/13/2024 | Fisher Asset Management LLC | 89,453 | $3.74M | 0.0% | +41.0% | 0.704% | |
|
11/12/2024 | Cerity Partners OCIO LLC | 27,093 | $1.13M | 0.1% | +59.2% | 0.213% | |
11/6/2024 | Euro Pacific Asset Management LLC | 48,555 | $2.05M | 0.4% | -0.6% | 0.382% | |
11/1/2024 | Vista Capital Partners Inc. | 5,039 | $211K | 0.0% | -5.1% | 0.039% | |
10/29/2024 | Pure Financial Advisors LLC | 7,862 | $329K | 0.0% | +5.8% | 0.061% | |
10/24/2024 | Inscription Capital LLC | 265,088 | $11.09M | 1.6% | -10.0% | 2.129% | |
10/24/2024 | Leuthold Group LLC | 394,614 | $16.50M | 1.8% | -1.6% | 3.170% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 100,711 | $4.21M | 0.0% | -22.0% | 0.809% | |
10/23/2024 | North Ridge Wealth Advisors Inc. | 140,557 | $5.88M | 4.0% | +14.8% | 1.129% | |
10/23/2024 | Boyd Watterson Asset Management LLC OH | 685 | $29K | 0.0% | N/A | 0.006% | |
10/22/2024 | FSC Wealth Advisors LLC | 633 | $26K | 0.0% | +229.7% | 0.005% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 193,451 | $8.09M | 0.0% | +9.6% | 1.566% | |
10/19/2024 | OLD National Bancorp IN | 66,513 | $2.78M | 0.1% | -4.1% | 0.539% | |
10/18/2024 | Net Worth Advisory Group | 9,106 | $381K | 0.1% | N/A | 0.074% | |
10/11/2024 | Creative Planning | 752,631 | $31.48M | 0.0% | +2.5% | 6.378% | |
10/11/2024 | Fiduciary Alliance LLC | 6,535 | $273K | 0.0% | N/A | 0.055% | |
10/11/2024 | Empirical Asset Management LLC | 50,518 | $2.11M | 0.3% | +64.2% | 0.428% | |
10/9/2024 | Money Design Co. Ltd. | 211,694 | $8.85M | 0.4% | +4.6% | 1.779% | |
10/8/2024 | CWM LLC | 5,952 | $249K | 0.0% | +141.3% | 0.050% | |
10/8/2024 | First National Corp MA ADV | 5,138 | $215K | 0.0% | N/A | 0.043% | |
10/8/2024 | Sovereign Financial Group Inc. | 6,370 | $266K | 0.1% | -14.7% | 0.054% | |
10/8/2024 | Towneley Capital Management Inc DE | 4,851 | $203K | 0.0% | -33.5% | 0.041% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 4,923 | $206K | 0.0% | N/A | 0.041% | |
10/4/2024 | Regency Capital Management Inc. DE | 10,100 | $422K | 0.2% | N/A | 0.080% | |
8/16/2024 | Creative Planning | 734,241 | $28.35M | 0.0% | +12.3% | 5.584% | |
8/14/2024 | Bank of Montreal Can | 66,908 | $2.61M | 0.0% | +9,337.0% | 0.509% | |
8/14/2024 | Cerity Partners OCIO LLC | 17,022 | $657K | 0.1% | N/A | 0.129% | |
8/13/2024 | AE Wealth Management LLC | 57,096 | $2.20M | 0.0% | +5.0% | 0.434% | |
8/12/2024 | Leuthold Group LLC | 401,174 | $15.49M | 1.8% | -1.2% | 3.051% | |
8/9/2024 | Topel & Distasi Wealth Management LLC | 84,795 | $3.27M | 1.4% | -0.6% | 0.645% | |
7/31/2024 | Commonwealth Equity Services LLC | 23,395 | $903K | 0.0% | -11.2% | 0.178% | |
7/30/2024 | North Ridge Wealth Advisors Inc. | 122,391 | $4.73M | 3.6% | +5.4% | 0.931% | |
7/26/2024 | Checchi Capital Advisers LLC | 666,084 | $25.72M | 1.3% | -4.7% | 5.008% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 176,496 | $6.82M | 0.0% | -6.6% | 1.327% | |
7/25/2024 | Upper Left Wealth Management LLC | 19,320 | $746K | 0.7% | +33.5% | 0.145% | |
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7/24/2024 | Family Firm Inc. | 194,030 | $7.49M | 0.8% | +0.1% | 1.459% | |
7/23/2024 | Towneley Capital Management Inc DE | 7,290 | $281K | 0.1% | -51.3% | 0.053% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 129,163 | $4.99M | 0.0% | +36.9% | 0.953% | |
7/12/2024 | Columbus Macro LLC | 11,496 | $447K | 0.2% | +10.5% | 0.095% | |
7/10/2024 | CWM LLC | 2,467 | $95K | 0.0% | -28.6% | 0.020% | |
5/16/2024 | Jane Street Group LLC | 1,013,640 | $40.17M | 0.0% | +566.0% | 7.650% | |
5/15/2024 | Fairview Capital Investment Management LLC | 31,955 | $1.27M | 0.1% | +0.9% | 0.241% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 103,046 | $4.10M | 0.0% | -3.0% | 0.778% | |
5/7/2024 | Topel & Distasi Wealth Management LLC | 85,339 | $3.38M | 1.5% | +3.9% | 0.644% | |
5/6/2024 | Leuthold Group LLC | 405,920 | $16.09M | 1.8% | -6.6% | 3.064% | |
5/4/2024 | Vista Capital Partners Inc. | 5,272 | $209K | 0.0% | N/A | 0.040% | |
5/2/2024 | Clear Investment Research LLC | 933 | $37K | 0.0% | -51.5% | 0.007% | |
5/2/2024 | Family Firm Inc. | 193,763 | $7.68M | 1.9% | +30.9% | 1.462% | |
4/30/2024 | Commonwealth Equity Services LLC | 26,350 | $1.04M | 0.0% | -4.2% | 0.199% | |
4/29/2024 | RWA Wealth Partners LLC | 16,836 | $667K | 0.0% | -7.3% | 0.127% | |
4/26/2024 | Checchi Capital Advisers LLC | 699,192 | $27.71M | 2.2% | -2.4% | 5.277% | |
4/25/2024 | North Ridge Wealth Advisors Inc. | 116,130 | $4.60M | 3.6% | +6.3% | 0.876% | |
4/22/2024 | Towneley Capital Management Inc DE | 14,957 | $593K | 0.1% | -9.9% | 0.113% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 188,913 | $7.49M | 0.0% | +7.7% | 1.426% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 94,363 | $3.74M | 0.0% | N/A | 0.715% | |
4/15/2024 | Sovereign Financial Group Inc. | 8,175 | $324K | 0.1% | +8.2% | 0.062% | |
4/13/2024 | Columbus Macro LLC | 10,404 | $412K | 0.2% | -30.8% | 0.079% | |
4/10/2024 | Inscription Capital LLC | 294,514 | $11.69M | 4.0% | +50.3% | 2.231% | |
3/5/2024 | Fisher Asset Management LLC | 42,758 | $1.77M | 0.0% | N/A | 0.299% | |
2/13/2024 | Fairview Capital Investment Management LLC | 31,675 | $1.31M | 0.1% | +2.6% | 0.222% | |
2/13/2024 | Jones Financial Companies Lllp | 40,387 | $1.67M | 0.0% | -3.3% | 0.282% | |
2/12/2024 | Perella Weinberg Partners Capital Management LP | 77,718 | $3.21M | 0.3% | +8.6% | 0.543% | |
2/9/2024 | Congress Wealth Management LLC DE | 19,048 | $787K | 0.0% | +3.6% | 0.133% | |
2/9/2024 | Wells Fargo & Company MN | 203,863 | $8.43M | 0.0% | -2.1% | 1.426% | |
2/7/2024 | Checchi Capital Advisers LLC | 716,347 | $29.61M | 2.4% | +15.8% | 5.009% | |
2/7/2024 | Strategic Advocates LLC | 5,304 | $219K | 0.1% | -41.8% | 0.037% | |
2/6/2024 | Sovereign Financial Group Inc. | 7,553 | $312K | 0.1% | -20.9% | 0.053% | |
2/6/2024 | Leuthold Group LLC | 434,670 | $17.97M | 2.3% | +35.8% | 3.040% | |
2/6/2024 | Fisher Asset Management LLC | 40,720 | $1.68M | 0.0% | N/A | 0.285% | |
2/2/2024 | Red Lighthouse Investment Management LLC | 3,335 | $138K | 0.1% | +68.9% | 0.023% | |
2/2/2024 | Bank Julius Baer & Co. Ltd Zurich | 27,492 | $1.14M | 0.0% | +45.5% | 0.192% | |
2/1/2024 | RWA Wealth Partners LLC | 18,171 | $751K | 0.0% | N/A | 0.127% | |
2/1/2024 | OLD National Bancorp IN | 69,118 | $2.86M | 0.1% | N/A | 0.483% | |
2/1/2024 | CWM LLC | 3,392 | $140K | 0.0% | +285.0% | 0.024% | |
2/1/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 466,279 | $19.27M | 0.3% | +60.8% | 3.261% | |
1/31/2024 | Euro Pacific Asset Management LLC | 44,670 | $1.88M | 0.4% | -4.8% | 0.312% | |
1/29/2024 | AlphaQ Advisors LLC | 60,580 | $2.50M | 1.7% | +8.7% | 0.424% | |
1/29/2024 | Money Design Co. Ltd. | 366,714 | $15.16M | 0.9% | +5.3% | 2.564% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 175,433 | $7.25M | 0.0% | -1.9% | 1.227% | |
1/25/2024 | RFG Advisory LLC | 12,091 | $500K | 0.0% | N/A | 0.085% | |
1/24/2024 | International Assets Investment Management LLC | 1,499 | $62K | 0.0% | N/A | 0.010% | |
1/23/2024 | Upper Left Wealth Management LLC | 14,617 | $604K | 0.6% | +39.6% | 0.102% | |
1/22/2024 | Wright Fund Management LLC | 223,700 | $9.25M | 0.5% | N/A | 1.564% | |
1/22/2024 | One Plus One Wealth Management LLC | 22,711 | $939K | 0.6% | -41.7% | 0.159% | |
1/19/2024 | Columbus Macro LLC | 15,029 | $618K | 0.2% | -13.1% | 0.105% | |
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1/18/2024 | Inscription Capital LLC | 195,921 | $8.10M | 2.2% | -18.7% | 1.370% | |
1/18/2024 | North Ridge Wealth Advisors Inc. | 109,283 | $4.52M | 3.8% | +15.8% | 0.764% | |
1/18/2024 | First National Corp MA ADV | 5,138 | $212K | 0.1% | N/A | 0.036% | |
1/17/2024 | Towneley Capital Management Inc DE | 16,594 | $686K | 0.2% | N/A | 0.116% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 5,683 | $235K | 0.0% | -25.3% | 0.040% | |
1/16/2024 | Topel & Distasi Wealth Management LLC | 82,166 | $3.40M | 1.6% | +1.7% | 0.575% | |
1/16/2024 | HB Wealth Management LLC | 5,353 | $221K | 0.0% | N/A | 0.037% | |
1/12/2024 | Empirical Asset Management LLC | 21,071 | $871K | 0.7% | -4.5% | 0.147% | |
1/8/2024 | Pure Financial Advisors LLC | 7,350 | $304K | 0.0% | -14.5% | 0.051% | |
11/16/2023 | Creative Planning | 519,450 | $19.31M | 0.0% | +18.3% | 1.794% | |