4/18/2025 | Cornerstone Wealth Management LLC | 49,045 | $1.39M | 0.1% | +1.9% | 0.023% | |
4/18/2025 | Hemenway Trust Co LLC | 7,160 | $203K | 0.0% | N/A | 0.003% | |
4/18/2025 | CENTRAL TRUST Co | 7,905,385 | $224.59M | 5.5% | +0.3% | 3.678% | |
4/18/2025 | Insigneo Advisory Services LLC | 9,210 | $262K | 0.0% | N/A | 0.004% | |
4/18/2025 | Demars Financial Group LLC | 2,425,734 | $68.92M | 0.2% | +21.3% | 1.129% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 218,456 | $6.21M | 0.2% | +153.1% | 0.102% | |
4/17/2025 | Mission Wealth Management LP | 11,450 | $325K | 0.0% | N/A | 0.005% | |
4/17/2025 | Tcfg Wealth Management LLC | 56,850 | $1.62M | 0.8% | +209.4% | 0.026% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 212,738 | $6.04M | 0.0% | +47.6% | 0.099% | |
4/16/2025 | Matauro LLC | 416,432 | $11.83M | 2.4% | +16.8% | 0.194% | |
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4/15/2025 | Sapient Capital LLC | 237,789 | $6.76M | 0.1% | -0.9% | 0.111% | |
4/15/2025 | Columbia Advisory Partners LLC | 89,150 | $2.53M | 2.2% | +138.4% | 0.041% | |
4/15/2025 | Simplicity Wealth LLC | 93,006 | $2.64M | 0.2% | +95.1% | 0.043% | |
4/14/2025 | Daymark Wealth Partners LLC | 8,184 | $233K | 0.0% | N/A | 0.004% | |
4/14/2025 | BCS Wealth Management | 7,924 | $225K | 0.1% | -6.0% | 0.004% | |
4/11/2025 | Procyon Advisors LLC | 16,397 | $466K | 0.0% | -5.2% | 0.008% | |
4/10/2025 | Fermata Advisors LLC | 11,729 | $333K | 0.1% | -34.5% | 0.005% | |
4/10/2025 | Veracity Capital LLC | 20,568 | $584K | 0.2% | +5.3% | 0.010% | |
4/10/2025 | CGN Advisors LLC | 60,389 | $1.72M | 0.2% | +7.8% | 0.028% | |
4/9/2025 | RFG Advisory LLC | 15,791 | $449K | 0.0% | -6.7% | 0.007% | |
4/9/2025 | HBW Advisory Services LLC | 16,777 | $477K | 0.1% | +12.3% | 0.008% | |
4/9/2025 | Inspirion Wealth Advisors LLC | 57,604 | $1.64M | 0.2% | +4.6% | 0.027% | |
4/8/2025 | Beese Fulmer Investment Management Inc. | 12,680 | $360K | 0.0% | N/A | 0.006% | |
4/7/2025 | GAMMA Investing LLC | 56,820 | $1.61M | 0.0% | +2,741.0% | 0.026% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 144,129 | $3.43M | 0.0% | +18.8% | 0.067% | |
3/14/2025 | Hara Capital LLC | 6,535 | $155K | 0.1% | -6.4% | 0.003% | |
3/3/2025 | American Investment Services Inc. | 10,607 | $252K | 0.0% | -28.3% | 0.005% | |
2/28/2025 | Total Wealth Planning & Management Inc. | 20,725 | $492K | 0.4% | N/A | 0.010% | |
2/25/2025 | Shufro Rose & Co. LLC | 1,062,789 | $25.25M | 2.0% | -32.3% | 0.494% | |
2/25/2025 | Polar Asset Management Partners Inc. | 252,115 | $5.99M | 0.1% | -55.2% | 0.117% | |
2/24/2025 | Sunbeam Capital Management LLC | 14,616 | $347K | 0.3% | N/A | 0.007% | |
2/20/2025 | Sunbeam Capital Management LLC | 14,616 | $347K | 0.7% | N/A | 0.007% | |
2/18/2025 | Elequin Capital LP | 7,059 | $168K | 0.0% | N/A | 0.003% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 12,493 | $297K | 0.0% | +16.7% | 0.006% | |
2/18/2025 | CSS LLC IL | 64,929 | $1.54M | 0.1% | -65.2% | 0.030% | |
2/18/2025 | Delta Investment Management LLC | 115,113 | $2.74M | 0.5% | +14.3% | 0.054% | |
2/17/2025 | Royal Bank of Canada | 3,453,905 | $82.07M | 0.0% | +2.8% | 1.607% | |
2/17/2025 | Polar Asset Management Partners Inc. | 252,115 | $5.99M | 0.1% | -55.2% | 0.117% | |
2/17/2025 | Paradigm Capital Management LLC NV | 9,395 | $223K | 0.2% | N/A | 0.004% | |
2/17/2025 | Napa Wealth Management | 29,633 | $704K | 0.3% | -19.8% | 0.014% | |
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2/17/2025 | First Manhattan CO. LLC. | 56,457 | $1.34M | 0.0% | +42.9% | 0.026% | |
2/17/2025 | Cresset Asset Management LLC | 18,731 | $445K | 0.0% | -33.2% | 0.009% | |
2/17/2025 | Cetera Investment Advisers | 358,110 | $8.51M | 0.0% | -0.6% | 0.167% | |
2/17/2025 | Captrust Financial Advisors | 184,786 | $4.39M | 0.0% | -74.8% | 0.086% | |
2/17/2025 | Cardiff Park Advisors LLC | 34,314 | $815K | 0.1% | -1.4% | 0.016% | |
2/17/2025 | Chapman Financial Group LLC | 2,800 | $67K | 0.1% | N/A | 0.001% | |
2/17/2025 | Baird Financial Group Inc. | 1,378,907 | $32.76M | 0.1% | +2.8% | 0.642% | |
2/17/2025 | Bank of America Corp DE | 739,536 | $17.57M | 0.0% | -1.2% | 0.344% | |
2/17/2025 | Ameriprise Financial Inc. | 791,556 | $18.81M | 0.0% | -2.5% | 0.368% | |
2/17/2025 | 4WEALTH Advisors Inc. | 13,325 | $317K | 0.3% | N/A | 0.006% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 35,448 | $842K | 0.0% | -36.1% | 0.016% | |
2/14/2025 | Jane Street Group LLC | 828,776 | $19.69M | 0.0% | +50.3% | 0.386% | |
2/14/2025 | Castalian Partners LLC | 186,720 | $4.44M | 2.2% | N/A | 0.087% | |
2/14/2025 | Beacon Pointe Advisors LLC | 187,070 | $4.45M | 0.0% | -9.7% | 0.087% | |
2/14/2025 | Cheviot Value Management LLC | 715,807 | $17.01M | 3.3% | +2.0% | 0.333% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 74,994 | $1.78M | 0.0% | -4.5% | 0.035% | |
2/14/2025 | Integrated Wealth Concepts LLC | 90,597 | $2.15M | 0.0% | -12.1% | 0.042% | |
2/14/2025 | Steel Grove Capital Advisors LLC | 114,007 | $2.71M | 0.4% | +21.5% | 0.053% | |
2/14/2025 | Susquehanna International Group LLP | 131,850 | $3.13M | 0.0% | +1,154.4% | 0.061% | |
2/14/2025 | IHT Wealth Management LLC | 27,688 | $658K | 0.0% | -19.5% | 0.013% | |
2/14/2025 | Stifel Financial Corp | 193,746 | $4.60M | 0.0% | +15.4% | 0.090% | |
2/14/2025 | TD Waterhouse Canada Inc. | 120,633 | $2.85M | 0.0% | -55.5% | 0.056% | |
2/14/2025 | MML Investors Services LLC | 111,604 | $2.65M | 0.0% | +22.5% | 0.052% | |
2/14/2025 | BOS Asset Management LLC | 48,784 | $1.16M | 0.4% | +1.2% | 0.023% | |
2/14/2025 | Commerce Bank | 9,738 | $231K | 0.0% | -3.8% | 0.005% | |
2/13/2025 | Demars Financial Group LLC | 1,999,838 | $47.52M | 0.1% | +2,039.4% | 0.930% | |
2/13/2025 | Main Street Financial Solutions LLC | 72,355 | $1.72M | 0.2% | -6.5% | 0.034% | |
2/13/2025 | Evergreen Capital Management LLC | 564,427 | $13.41M | 0.4% | -16.3% | 0.263% | |
2/13/2025 | XTX Topco Ltd | 36,052 | $857K | 0.1% | N/A | 0.017% | |
2/13/2025 | Madden Advisory Services Inc. | 15,794 | $375K | 0.2% | -4.4% | 0.007% | |
2/13/2025 | Belpointe Asset Management LLC | 12,117 | $281K | 0.0% | -7.3% | 0.006% | |
2/13/2025 | CreativeOne Wealth LLC | 15,987 | $380K | 0.0% | -10.9% | 0.007% | |
2/13/2025 | Mariner LLC | 92,823 | $2.21M | 0.0% | -2.8% | 0.043% | |
2/13/2025 | Townsquare Capital LLC | 17,580 | $418K | 0.0% | +3.7% | 0.008% | |
2/13/2025 | Philadelphia Trust Co. | 86,363 | $2.05M | 0.2% | -9.3% | 0.040% | |
2/13/2025 | Rockefeller Capital Management L.P. | 19,590 | $465K | 0.0% | +5.9% | 0.009% | |
2/13/2025 | Inlight Wealth Management LLC | 454,660 | $10.80M | 3.4% | N/A | 0.212% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 29,458 | $700K | 0.1% | -60.5% | 0.014% | |
2/13/2025 | Scotia Capital Inc. | 37,320 | $885K | 0.0% | -1.2% | 0.017% | |
2/13/2025 | Raymond James Financial Inc. | 1,182,211 | $28.09M | 0.0% | N/A | 0.550% | |
2/13/2025 | Advisory Services Network LLC | 26,497 | $630K | 0.0% | +3.0% | 0.012% | |
2/13/2025 | Bank of Montreal Can | 153,576 | $3.65M | 0.0% | -47.1% | 0.071% | |
2/13/2025 | Cerity Partners LLC | 20,404 | $485K | 0.0% | N/A | 0.009% | |
2/13/2025 | Envestnet Asset Management Inc. | 195,013 | $4.63M | 0.0% | -8.2% | 0.091% | |
2/13/2025 | Wells Fargo & Company MN | 887,778 | $21.09M | 0.0% | -7.5% | 0.413% | |
2/12/2025 | Intrepid Capital Management Inc. | 232,719 | $5.53M | 2.8% | +0.5% | 0.108% | |
2/12/2025 | StoneX Group Inc. | 25,150 | $598K | 0.0% | +3.7% | 0.012% | |
2/12/2025 | National Bank of Canada FI | 376,518 | $8.97M | 0.0% | -4.4% | 0.175% | |
2/12/2025 | Riggs Capital Management LLC | 32,302 | $767K | 0.8% | N/A | 0.015% | |
2/12/2025 | Summit Financial LLC | 8,500 | $202K | 0.0% | N/A | 0.004% | |
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2/12/2025 | St. James Investment Company LLC | 79,280 | $1.88M | 0.3% | -1.2% | 0.037% | |
2/12/2025 | Level Four Advisory Services LLC | 192,194 | $4.57M | 0.2% | -7.8% | 0.089% | |
2/12/2025 | JPMorgan Chase & Co. | 428,822 | $10.19M | 0.0% | +128.1% | 0.199% | |
2/12/2025 | Graney & King LLC | 12,263 | $291K | 0.2% | N/A | 0.006% | |
2/11/2025 | TIAA Trust National Association | 164,290 | $3.90M | 0.0% | +0.4% | 0.076% | |
2/11/2025 | LPL Financial LLC | 573,098 | $13.62M | 0.0% | -41.0% | 0.267% | |
2/11/2025 | Summit Global Investments | 24,254 | $576K | 0.0% | -3.0% | 0.011% | |
2/11/2025 | MRP Capital Investments LLC | 13,765 | $327K | 0.3% | +9.6% | 0.006% | |
2/11/2025 | Kiker Wealth Management LLC | 62,780 | $1.49M | 1.2% | N/A | 0.029% | |
2/11/2025 | North Forty Two & Co. | 11,500 | $273K | 0.3% | N/A | 0.005% | |