8/1/2025 | Envestnet Asset Management Inc. | 81,339 | $3.91M | 0.0% | +3.7% | 0.232% | |
7/31/2025 | GenTrust LLC | 21,954 | $1.06M | 0.0% | -1.2% | 0.063% | |
7/31/2025 | Sharper & Granite LLC | 98,420 | $4.76M | 1.8% | -1.6% | 0.281% | |
7/30/2025 | Insight Advisors LLC PA | 85,637 | $4.12M | 0.7% | N/A | 0.245% | |
7/30/2025 | Whittier Trust Co. | 3,446 | $166K | 0.0% | -5.7% | 0.010% | |
7/29/2025 | Kanawha Capital Management LLC | 9,710 | $467K | 0.0% | -12.2% | 0.028% | |
7/29/2025 | Stratos Wealth Partners LTD. | 5,148 | $248K | 0.0% | -88.0% | 0.015% | |
7/28/2025 | Allianz Asset Management GmbH | 26,600 | $1.28M | 0.0% | -81.2% | 0.076% | |
7/28/2025 | Patten & Patten Inc. TN | 251,207 | $12.09M | 0.8% | +931.8% | 0.718% | |
7/28/2025 | Harbour Investments Inc. | 8,074 | $389K | 0.0% | +24.3% | 0.023% | |
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7/28/2025 | RFG Advisory LLC | 11,316 | $545K | 0.0% | N/A | 0.032% | |
7/25/2025 | Atria Wealth Solutions Inc. | 5,419 | $263K | 0.0% | -58.9% | 0.015% | |
7/25/2025 | Concurrent Investment Advisors LLC | 55,461 | $2.67M | 0.1% | N/A | 0.158% | |
7/24/2025 | IFP Advisors Inc | 1,729 | $83K | 0.0% | +44.1% | 0.005% | |
7/24/2025 | Blair William & Co. IL | 3,418 | $164K | 0.0% | -48.3% | 0.010% | |
7/23/2025 | Eagle Strategies LLC | 9,418 | $453K | 0.1% | +5.5% | 0.027% | |
7/23/2025 | Defined Financial Planning LLC | 77,100 | $3.73M | 3.3% | +19.9% | 0.220% | |
7/23/2025 | Country Club Bank | 20,047 | $967K | 0.1% | -1.9% | 0.057% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 12,271 | $591K | 0.0% | -8.5% | 0.035% | |
7/22/2025 | Belpointe Asset Management LLC | 6,675 | $321K | 0.0% | -63.2% | 0.019% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 5,862 | $282K | 0.0% | -4.2% | 0.017% | |
7/21/2025 | Ameriflex Group Inc. | 4,152 | $197K | 0.1% | -38.3% | 0.012% | |
7/18/2025 | Parsons Capital Management Inc. RI | 22,100 | $1.06M | 0.1% | N/A | 0.063% | |
7/18/2025 | Trust Co. of Vermont | 1,838 | $88K | 0.0% | +299.6% | 0.005% | |
7/18/2025 | Impact Capital Partners LLC | 29,147 | $1.40M | 0.5% | +2.1% | 0.083% | |
7/18/2025 | Truist Financial Corp | 48,722 | $2.34M | 0.0% | +6.8% | 0.139% | |
7/17/2025 | HB Wealth Management LLC | 6,080 | $293K | 0.0% | -6.6% | 0.017% | |
7/17/2025 | Janney Montgomery Scott LLC | 113,673 | $5.47M | 0.0% | +64.9% | 0.325% | |
7/14/2025 | E&G Advisors LP | 7,504 | $361K | 0.1% | N/A | 0.021% | |
7/14/2025 | Flagstar Advisors Inc. | 16,221 | $781K | 0.2% | -25.8% | 0.046% | |
7/14/2025 | Park Avenue Securities LLC | 8,085 | $389K | 0.0% | N/A | 0.023% | |
7/14/2025 | Cathy Pareto & Associates Inc. | 94,931 | $4.57M | 3.8% | +21.4% | 0.271% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 77,925 | $3.78M | 0.0% | +89.9% | 0.223% | |
5/21/2025 | Geneos Wealth Management Inc. | 12,559 | $596K | 0.0% | +3,388.6% | 0.035% | |
5/20/2025 | Belpointe Asset Management LLC | 18,126 | $861K | 0.0% | +131.8% | 0.050% | |
5/20/2025 | Focus Partners Wealth | 17,344 | $823K | 0.0% | +64.1% | 0.048% | |
5/19/2025 | Jane Street Group LLC | 92,850 | $4.41M | 0.0% | +9.2% | 0.256% | |
5/16/2025 | Guardian Partners Inc. | 7,783 | $361K | 0.0% | N/A | 0.021% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,925,121 | $138.89M | 0.0% | -9.4% | 8.251% | |
5/16/2025 | Integrated Wealth Concepts LLC | 23,536 | $1.12M | 0.0% | +1.9% | 0.065% | |
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5/16/2025 | Curi RMB Capital LLC | 57,063 | $2.71M | 0.1% | -1.0% | 0.157% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 101,475 | $4.82M | 0.0% | -2.8% | 0.280% | |
5/15/2025 | Royal Bank of Canada | 401,602 | $19.07M | 0.0% | +0.6% | 1.108% | |
5/15/2025 | Baird Financial Group Inc. | 5,084 | $241K | 0.0% | +8.5% | 0.014% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 49,563 | $2.35M | 0.0% | -23.9% | 0.137% | |
5/14/2025 | Kestra Advisory Services LLC | 51,388 | $2.44M | 0.0% | -14.0% | 0.142% | |
5/14/2025 | Summit Financial LLC | 9,665 | $459K | 0.0% | N/A | 0.027% | |
5/13/2025 | Raymond James Financial Inc. | 277,365 | $13.17M | 0.0% | +14.5% | 0.765% | |
5/13/2025 | Howard Wealth Management LLC | 4,395 | $209K | 0.1% | N/A | 0.012% | |
5/13/2025 | Azimuth Capital Investment Management LLC | 185,475 | $8.81M | 0.4% | +3.1% | 0.512% | |
5/13/2025 | HighTower Advisors LLC | 25,365 | $1.20M | 0.0% | +22.4% | 0.070% | |
5/12/2025 | Koss Olinger Consulting LLC | 4,320 | $205K | 0.0% | N/A | 0.012% | |
5/12/2025 | National Bank of Canada FI | 50,971 | $2.41M | 0.0% | +5.9% | 0.141% | |
5/12/2025 | AlphaCore Capital LLC | 8,334 | $396K | 0.0% | +32.3% | 0.023% | |
5/9/2025 | Atria Wealth Solutions Inc. | 13,178 | $626K | 0.0% | -4.0% | 0.036% | |
5/9/2025 | Thoroughbred Financial Services LLC | 38,972 | $1.85M | 0.1% | +13.7% | 0.108% | |
5/9/2025 | Blair William & Co. IL | 6,617 | $314K | 0.0% | +173.8% | 0.018% | |
5/8/2025 | US Financial Advisors LLC | 11,088 | $526K | 0.2% | +6.7% | 0.031% | |
5/8/2025 | Harbour Investments Inc. | 6,497 | $308K | 0.0% | N/A | 0.018% | |
5/7/2025 | Patten & Patten Inc. TN | 24,347 | $1.16M | 0.1% | N/A | 0.067% | |
5/7/2025 | Foundations Investment Advisors LLC | 7,108 | $337K | 0.0% | N/A | 0.020% | |
5/7/2025 | LPL Financial LLC | 706,868 | $33.56M | 0.0% | +158.0% | 1.950% | |
5/7/2025 | Valley Wealth Managers Inc. | 151,633 | $7.20M | 0.5% | -8.1% | 0.418% | |
5/7/2025 | HB Wealth Management LLC | 6,508 | $309K | 0.0% | +34.2% | 0.018% | |
5/6/2025 | Cetera Investment Advisers | 50,157 | $2.38M | 0.0% | +104.2% | 0.138% | |
5/6/2025 | Avantax Advisory Services Inc. | 9,610 | $456K | 0.0% | +16.8% | 0.027% | |
5/6/2025 | M. Kulyk & Associates LLC | 29,526 | $1.40M | 0.3% | +13.1% | 0.081% | |
5/6/2025 | PFG Advisors | 59,294 | $2.82M | 0.2% | +154.5% | 0.164% | |
5/5/2025 | Allianz Asset Management GmbH | 141,200 | $6.70M | 0.0% | N/A | 0.390% | |
5/5/2025 | Kestra Private Wealth Services LLC | 33,221 | $1.58M | 0.0% | +175.8% | 0.092% | |
5/5/2025 | Private Advisor Group LLC | 7,010 | $333K | 0.0% | N/A | 0.019% | |
5/1/2025 | CWM LLC | 2,595 | $123K | 0.0% | -99.0% | 0.007% | |
4/30/2025 | Stratos Wealth Partners LTD. | 43,062 | $2.05M | 0.0% | -84.0% | 0.119% | |
4/30/2025 | Brown Advisory Inc. | 4,220 | $200K | 0.0% | N/A | 0.012% | |
4/30/2025 | Sharper & Granite LLC | 100,000 | $4.75M | 2.0% | +1.5% | 0.276% | |
4/29/2025 | Cooksen Wealth LLC | 11,856 | $573K | 0.6% | +2.0% | 0.033% | |
4/29/2025 | Envestnet Asset Management Inc. | 78,425 | $3.72M | 0.0% | -6.1% | 0.216% | |
4/29/2025 | Bank of New York Mellon Corp | 71,478 | $3.39M | 0.0% | +41.5% | 0.197% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 59,692 | $2.83M | 0.0% | -8.7% | 0.165% | |
4/28/2025 | North Capital Inc. | 1,116 | $53K | 0.1% | N/A | 0.003% | |
4/28/2025 | Private Trust Co. NA | 701 | $33K | 0.0% | -26.3% | 0.002% | |
4/28/2025 | Kanawha Capital Management LLC | 11,060 | $525K | 0.0% | -14.8% | 0.031% | |
4/28/2025 | DAVENPORT & Co LLC | 6,549 | $311K | 0.0% | -3.4% | 0.018% | |
4/25/2025 | Mmbg Investment Advisors CO. | 12,990 | $617K | 0.1% | -43.9% | 0.036% | |
4/24/2025 | Westwind Capital | 2,844 | $135K | 0.0% | N/A | 0.008% | |
4/23/2025 | Bessemer Group Inc. | 7,432 | $353K | 0.0% | -32.4% | 0.021% | |
4/23/2025 | Sunesis Advisors LLC | 4,400 | $209K | 0.1% | N/A | 0.012% | |
4/23/2025 | Eagle Strategies LLC | 8,925 | $424K | 0.1% | +24.1% | 0.025% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 53,758 | $2.55M | 0.0% | +26.9% | 0.151% | |
4/17/2025 | Boothe Investment Group Inc. | 414,971 | $19.70M | 9.0% | N/A | 1.162% | |
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4/17/2025 | Janney Montgomery Scott LLC | 68,915 | $3.27M | 0.0% | +1.4% | 0.193% | |
4/16/2025 | Retirement Financial Solutions LLC | 189,792 | $9.01M | 5.4% | -15.4% | 0.532% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 41,039 | $1.95M | 0.0% | +28.4% | 0.115% | |
4/16/2025 | Defined Financial Planning LLC | 64,287 | $3.07M | 3.1% | N/A | 0.180% | |
4/15/2025 | Fifth Third Bancorp | 17,362 | $824K | 0.0% | -39.4% | 0.049% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 6,119 | $291K | 0.0% | -26.9% | 0.017% | |
4/11/2025 | Impact Capital Partners LLC | 28,539 | $1.36M | 0.5% | N/A | 0.080% | |
4/10/2025 | Cathy Pareto & Associates Inc. | 78,219 | $3.71M | 3.3% | +86.0% | 0.219% | |
4/9/2025 | Flagstar Advisors Inc. | 21,875 | $1.04M | 0.3% | -3.8% | 0.061% | |
4/9/2025 | West Financial Advisors LLC | 3,844 | $183K | 0.0% | -23.9% | 0.011% | |