3/19/2025 | Chancellor Financial Group WB LP | 6,301 | $275K | 0.2% | N/A | 0.019% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 31,963 | $1.40M | 0.0% | +2.6% | 0.095% | |
2/27/2025 | Bernard Wealth Management Corp. | 3,618 | $158K | 0.1% | N/A | 0.009% | |
2/24/2025 | Ameriflex Group Inc. | 6,500 | $306K | 0.1% | N/A | 0.016% | |
2/17/2025 | Waverly Advisors LLC | 5,382 | $235K | 0.0% | N/A | 0.013% | |
2/17/2025 | Royal Bank of Canada | 399,227 | $17.45M | 0.0% | -2.9% | 0.960% | |
2/17/2025 | Pathstone Holdings LLC | 161,710 | $7.07M | 0.0% | N/A | 0.389% | |
2/17/2025 | Focus Partners Wealth | 10,570 | $462K | 0.0% | N/A | 0.025% | |
2/17/2025 | Fiduciary Trust Co | 16,794 | $734K | 0.0% | N/A | 0.040% | |
2/17/2025 | Cetera Investment Advisers | 24,560 | $1.07M | 0.0% | -22.7% | 0.059% | |
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2/17/2025 | Baird Financial Group Inc. | 4,684 | $205K | 0.0% | -14.3% | 0.011% | |
2/17/2025 | Bank of America Corp DE | 1,158,069 | $50.63M | 0.0% | -2.6% | 2.784% | |
2/17/2025 | Ameriprise Financial Inc. | 109,044 | $4.77M | 0.0% | +1.2% | 0.262% | |
2/14/2025 | Eagle Strategies LLC | 7,190 | $314K | 0.1% | N/A | 0.017% | |
2/14/2025 | Jane Street Group LLC | 85,033 | $3.72M | 0.0% | -57.3% | 0.204% | |
2/14/2025 | Comerica Bank | 29,418 | $1.29M | 0.0% | +6.7% | 0.071% | |
2/14/2025 | Lido Advisors LLC | 14,600 | $639K | 0.0% | -2.5% | 0.035% | |
2/14/2025 | Beacon Pointe Advisors LLC | 7,112 | $311K | 0.0% | -11.2% | 0.017% | |
2/14/2025 | Two Sigma Securities LLC | 5,236 | $229K | 0.0% | -17.1% | 0.013% | |
2/14/2025 | Integrated Wealth Concepts LLC | 23,102 | $1.01M | 0.0% | +2.6% | 0.056% | |
2/14/2025 | CSM Advisors LLC | 49,598 | $2.17M | 0.1% | +4.4% | 0.119% | |
2/14/2025 | Hsbc Holdings PLC | 32,540 | $1.42M | 0.0% | -18.2% | 0.078% | |
2/14/2025 | Stifel Financial Corp | 8,241 | $360K | 0.0% | -7.7% | 0.020% | |
2/14/2025 | MML Investors Services LLC | 102,895 | $4.50M | 0.0% | +14.8% | 0.247% | |
2/14/2025 | Curi RMB Capital LLC | 57,621 | $2.52M | 0.1% | -0.6% | 0.139% | |
2/13/2025 | Mariner LLC | 4,659 | $204K | 0.0% | -62.0% | 0.011% | |
2/13/2025 | Rockefeller Capital Management L.P. | 405,296 | $17.72M | 0.0% | +2.2% | 0.974% | |
2/13/2025 | Scotia Capital Inc. | 5,710 | $250K | 0.0% | +4.7% | 0.014% | |
2/13/2025 | Bessemer Group Inc. | 10,998 | $481K | 0.0% | +6,369.4% | 0.026% | |
2/13/2025 | Azimuth Capital Investment Management LLC | 179,815 | $7.86M | 0.3% | -3.5% | 0.432% | |
2/13/2025 | Bernard Wealth Management Corp. | 4,465 | $200K | 0.1% | N/A | 0.011% | |
2/13/2025 | Bank of Montreal Can | 2,892 | $126K | 0.0% | -90.1% | 0.007% | |
2/13/2025 | Cerity Partners LLC | 15,593 | $682K | 0.0% | -25.6% | 0.037% | |
2/13/2025 | Envestnet Asset Management Inc. | 83,498 | $3.65M | 0.0% | +0.9% | 0.201% | |
2/13/2025 | Wells Fargo & Company MN | 436,841 | $19.10M | 0.0% | +2.1% | 1.050% | |
2/12/2025 | Thoroughbred Financial Services LLC | 34,274 | $1.50M | 0.1% | -13.6% | 0.082% | |
2/12/2025 | Huntington National Bank | 50,556 | $2.21M | 0.0% | -12.1% | 0.122% | |
2/12/2025 | Private Portfolio Partners LLC | 193,359 | $8.45M | 1.6% | +1.6% | 0.465% | |
2/12/2025 | National Bank of Canada FI | 48,145 | $2.11M | 0.0% | +1.4% | 0.116% | |
2/12/2025 | Franklin Resources Inc. | 3,220 | $141K | 0.0% | -44.7% | 0.008% | |
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2/12/2025 | Schroder Investment Management Group | 26,143 | $1.14M | 0.0% | -95.9% | 0.063% | |
2/12/2025 | RiverFront Investment Group LLC | 28,838 | $1.26M | 0.0% | -3.8% | 0.069% | |
2/12/2025 | JPMorgan Chase & Co. | 104,158 | $4.55M | 0.0% | +2.0% | 0.250% | |
2/11/2025 | LPL Financial LLC | 273,937 | $11.98M | 0.0% | -41.3% | 0.659% | |
2/11/2025 | Condor Capital Management | 168,314 | $7.36M | 0.6% | +2.8% | 0.405% | |
2/10/2025 | Corient Private Wealth LLC | 30,953 | $1.35M | 0.0% | -12.9% | 0.074% | |
2/10/2025 | Atala Financial Inc | 880 | $38K | 0.0% | N/A | 0.002% | |
2/10/2025 | Madison Investment Advisors LLC | 63,216 | $2.76M | 0.0% | N/A | 0.152% | |
2/10/2025 | Commonwealth Equity Services LLC | 41,781 | $1.83M | 0.0% | -1.3% | 0.100% | |
2/7/2025 | HighTower Advisors LLC | 20,723 | $906K | 0.0% | -14.3% | 0.050% | |
2/7/2025 | Independent Advisor Alliance | 12,302 | $538K | 0.0% | N/A | 0.030% | |
2/7/2025 | M. Kulyk & Associates LLC | 26,098 | $1.14M | 0.2% | +16.8% | 0.063% | |
2/6/2025 | Raymond James Financial Inc. | 242,166 | $10.59M | 0.0% | N/A | 0.582% | |
2/6/2025 | M&T Bank Corp | 20,864 | $912K | 0.0% | -2.2% | 0.050% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 14,673 | $642K | 0.0% | +73.0% | 0.035% | |
2/6/2025 | Meridian Wealth Management LLC | 10,318 | $451K | 0.0% | -8.3% | 0.025% | |
2/6/2025 | Jones Financial Companies Lllp | 37,718 | $1.65M | 0.0% | +58.2% | 0.091% | |
2/5/2025 | Hickory Point Bank & Trust | 11,374 | $497K | 0.4% | N/A | 0.027% | |
2/4/2025 | Bank of New York Mellon Corp | 50,498 | $2.21M | 0.0% | +2.6% | 0.121% | |
2/4/2025 | Portland Financial Advisors Inc | 11,647 | $509K | 1.4% | N/A | 0.028% | |
2/4/2025 | Union Bancaire Privee UBP SA | 6,950 | $302K | 0.0% | N/A | 0.017% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 209,126 | $9.14M | 0.3% | N/A | 0.503% | |
1/31/2025 | Valley Wealth Managers Inc. | 165,054 | $7.22M | 0.5% | -10.0% | 0.397% | |
1/31/2025 | Atria Wealth Solutions Inc. | 13,730 | $600K | 0.0% | -9.9% | 0.033% | |
1/31/2025 | Retirement Financial Solutions LLC | 224,288 | $9.81M | 5.3% | +64.1% | 0.539% | |
1/31/2025 | Truist Financial Corp | 61,278 | $2.66M | 0.0% | +10.7% | 0.147% | |
1/31/2025 | Sanctuary Advisors LLC | 8,826 | $418K | 0.0% | -41.6% | 0.021% | |
1/30/2025 | Valmark Advisers Inc. | 5,176 | $226K | 0.0% | N/A | 0.012% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 209,126 | $9.14M | 0.4% | N/A | 0.503% | |
1/29/2025 | Mill Creek Capital Advisors LLC | 6,706 | $293K | 0.0% | -18.0% | 0.016% | |
1/28/2025 | Kestra Private Wealth Services LLC | 12,046 | $527K | 0.0% | N/A | 0.029% | |
1/27/2025 | Country Club Bank | 20,440 | $889K | 0.1% | -10.5% | 0.049% | |
1/27/2025 | Stratos Wealth Partners LTD. | 269,603 | $11.79M | 0.2% | +8.9% | 0.648% | |
1/24/2025 | DAVENPORT & Co LLC | 6,783 | $297K | 0.0% | +3.3% | 0.016% | |
1/22/2025 | Union Bancaire Privee UBP SA | 6,950 | $302K | 0.0% | N/A | 0.017% | |
1/22/2025 | Cathy Pareto & Associates Inc. | 42,055 | $1.84M | 1.7% | N/A | 0.101% | |
1/21/2025 | Fifth Third Bancorp | 28,656 | $1.25M | 0.0% | -8.1% | 0.069% | |
1/17/2025 | Janney Montgomery Scott LLC | 67,942 | $2.97M | 0.0% | -10.9% | 0.163% | |
1/17/2025 | Westside Investment Management Inc. | 3,356 | $147K | 0.0% | -26.3% | 0.008% | |
1/17/2025 | Finley Financial LLC | 6,580 | $296K | 0.2% | N/A | 0.016% | |
1/14/2025 | Sharper & Granite LLC | 98,490 | $4.31M | 1.9% | -15.1% | 0.237% | |
12/26/2024 | JPMorgan Chase & Co. | 102,135 | $4.59M | 0.0% | -31.6% | 0.246% | |
11/15/2024 | MML Investors Services LLC | 89,665 | $4.03M | 0.0% | +1.0% | 0.216% | |
11/15/2024 | Orion Portfolio Solutions LLC | 4,810 | $216K | 0.0% | N/A | 0.012% | |
11/15/2024 | National Bank of Canada FI | 47,496 | $2.13M | 0.0% | -10.3% | 0.114% | |
11/15/2024 | Jane Street Group LLC | 199,240 | $8.95M | 0.0% | +24.9% | 0.479% | |
11/15/2024 | Stifel Financial Corp | 8,931 | $401K | 0.0% | +28.6% | 0.021% | |
11/15/2024 | IHT Wealth Management LLC | 12,482 | $560K | 0.0% | -3.6% | 0.030% | |
11/15/2024 | Integrated Wealth Concepts LLC | 22,509 | $1.01M | 0.0% | +3.9% | 0.054% | |
11/15/2024 | HighTower Advisors LLC | 24,188 | $1.08M | 0.0% | -64.3% | 0.058% | |
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11/14/2024 | Flow Traders U.S. LLC | 81,817 | $3.67M | 0.2% | N/A | 0.197% | |
11/14/2024 | Rockefeller Capital Management L.P. | 396,545 | $17.81M | 0.0% | +44.3% | 0.953% | |
11/13/2024 | Glenmede Trust Co. NA | 4,316 | $194K | 0.0% | -17.1% | 0.010% | |
11/13/2024 | FMR LLC | 434,118 | $19.49M | 0.0% | +0.1% | 1.044% | |
11/12/2024 | Kingsview Wealth Management LLC | 6,696 | $301K | 0.0% | -89.8% | 0.016% | |
11/12/2024 | Cerity Partners LLC | 20,946 | $940K | 0.0% | -24.8% | 0.050% | |
11/12/2024 | Great Valley Advisor Group Inc. | 5,883 | $264K | 0.0% | -77.8% | 0.014% | |
11/12/2024 | Flagstar Advisors Inc. | 22,840 | $1.03M | 0.3% | -1.1% | 0.055% | |
11/12/2024 | Meridian Wealth Management LLC | 11,253 | $505K | 0.0% | -3.6% | 0.027% | |
11/12/2024 | Concorde Asset Management LLC | 5,530 | $248K | 0.1% | -5.4% | 0.013% | |