8/27/2025 | Orion Porfolio Solutions LLC | 7,790 | $509K | 0.0% | N/A | 0.060% | |
8/18/2025 | Geneos Wealth Management Inc. | 2,664 | $174K | 0.0% | +200.0% | 0.020% | |
8/15/2025 | Orion Porfolio Solutions LLC | 7,790 | $509K | 0.0% | N/A | 0.060% | |
8/15/2025 | Bank of America Corp DE | 57,445 | $3.76M | 0.0% | -52.1% | 0.440% | |
8/15/2025 | Ameriprise Financial Inc. | 4,112 | $269K | 0.0% | -88.6% | 0.032% | |
8/14/2025 | MGB Wealth Management LLC | 17,301 | $1.13M | 0.4% | -1.7% | 0.133% | |
8/14/2025 | Jane Street Group LLC | 36,199 | $2.37M | 0.0% | +32.3% | 0.277% | |
8/14/2025 | Raymond James Financial Inc. | 66,555 | $4.35M | 0.0% | +44.2% | 0.510% | |
8/13/2025 | Flow Traders U.S. LLC | 158,122 | $10.34M | 0.4% | N/A | 1.212% | |
8/13/2025 | Cresset Asset Management LLC | 10,683 | $698K | 0.0% | -30.8% | 0.082% | |
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8/13/2025 | Fisher Asset Management LLC | 4,505,566 | $294.57M | 0.1% | +31.5% | 34.525% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 870 | $57K | 0.0% | -17.4% | 0.007% | |
8/12/2025 | Laurel Wealth Advisors LLC | 3,923 | $256K | 0.0% | +6,438.3% | 0.030% | |
8/12/2025 | WealthBridge Capital Management LLC | 10,675 | $698K | 0.2% | -4.5% | 0.082% | |
8/11/2025 | TD Waterhouse Canada Inc. | 1,350 | $89K | 0.0% | N/A | 0.010% | |
8/8/2025 | Cetera Investment Advisers | 16,135 | $1.06M | 0.0% | +168.2% | 0.124% | |
8/6/2025 | AE Wealth Management LLC | 1,016 | $66K | 0.0% | +60.5% | 0.008% | |
8/6/2025 | KCM Investment Advisors LLC | 3,948 | $258K | 0.0% | N/A | 0.030% | |
8/1/2025 | Envestnet Asset Management Inc. | 71,885 | $4.70M | 0.0% | +18.9% | 0.551% | |
7/31/2025 | Money Design Co. Ltd. | 72,081 | $4.71M | 0.2% | -3.5% | 0.552% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 16,922 | $1.11M | 0.0% | +3.9% | 0.130% | |
7/29/2025 | Private Trust Co. NA | 1,594 | $104K | 0.0% | +305.6% | 0.012% | |
7/28/2025 | Mutual Advisors LLC | 3,102 | $203K | 0.0% | N/A | 0.024% | |
7/28/2025 | Morningstar Investment Management LLC | 236,154 | $15.44M | 1.4% | N/A | 1.810% | |
7/25/2025 | CWM LLC | 586 | $38K | 0.0% | -71.6% | 0.004% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 17,222 | $1.13M | 0.1% | -2.0% | 0.132% | |
7/23/2025 | Slow Capital Inc. | 4,768 | $312K | 0.0% | -48.9% | 0.037% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 6,520 | $426K | 0.0% | -17.9% | 0.050% | |
7/21/2025 | FSA Wealth Partners Inc. | 11,358 | $743K | 0.4% | N/A | 0.087% | |
7/21/2025 | J. Safra Sarasin Holding AG | 5,000 | $327K | 0.0% | N/A | 0.038% | |
7/18/2025 | Truist Financial Corp | 56,703 | $3.71M | 0.0% | +1.1% | 0.435% | |
7/17/2025 | Janney Montgomery Scott LLC | 4,250 | $278K | 0.0% | +20.4% | 0.033% | |
7/16/2025 | ORG Partners LLC | 651 | $43K | 0.0% | N/A | 0.005% | |
7/16/2025 | CX Institutional | 4,846 | $317K | 0.0% | +53,744.4% | 0.037% | |
7/16/2025 | Perigon Wealth Management LLC | 14,362 | $939K | 0.0% | N/A | 0.110% | |
7/11/2025 | CX Institutional | 4,846 | $317K | 0.0% | +53,744.4% | 0.037% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,930 | $325K | 0.0% | +4.2% | 0.038% | |
7/10/2025 | Focus Financial Network Inc. | 6,520 | $426K | 0.0% | +3.3% | 0.050% | |
6/27/2025 | Goldman Sachs Group Inc. | 23,811 | $1.53M | 0.0% | -54.3% | 0.182% | |
5/19/2025 | Jane Street Group LLC | 27,363 | $1.75M | 0.0% | +240.8% | 0.215% | |
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5/16/2025 | Goldman Sachs Group Inc. | 23,811 | $1.53M | 0.0% | -54.3% | 0.187% | |
5/16/2025 | Jones Financial Companies Lllp | 7,016 | $449K | 0.0% | +59.3% | 0.055% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 246,354 | $15.78M | 0.1% | -48.6% | 1.940% | |
5/15/2025 | Royal Bank of Canada | 34,957 | $2.24M | 0.0% | -6.1% | 0.275% | |
5/15/2025 | Calton & Associates Inc. | 5,213 | $334K | 0.1% | N/A | 0.041% | |
5/14/2025 | Comerica Bank | 1,685 | $108K | 0.0% | -20.4% | 0.013% | |
5/13/2025 | Raymond James Financial Inc. | 46,156 | $2.96M | 0.0% | +10.8% | 0.363% | |
5/13/2025 | Cresset Asset Management LLC | 15,431 | $988K | 0.0% | +2.8% | 0.122% | |
5/13/2025 | HighTower Advisors LLC | 13,210 | $846K | 0.0% | +78.7% | 0.104% | |
5/12/2025 | National Bank of Canada FI | 21,742 | $1.39M | 0.0% | +1.6% | 0.171% | |
5/9/2025 | MGB Wealth Management LLC | 17,601 | $1.13M | 0.4% | -9.0% | 0.139% | |
5/9/2025 | Atria Wealth Solutions Inc. | 3,135 | $201K | 0.0% | N/A | 0.025% | |
5/7/2025 | LPL Financial LLC | 78,990 | $5.06M | 0.0% | -7.6% | 0.622% | |
5/6/2025 | Cetera Investment Advisers | 6,016 | $385K | 0.0% | -12.8% | 0.047% | |
5/6/2025 | Financial & Tax Architects LLC | 3,827 | $245K | 0.1% | -48.9% | 0.030% | |
5/6/2025 | Madden Advisory Services Inc. | 3,168 | $203K | 0.1% | N/A | 0.025% | |
5/5/2025 | Calton & Associates Inc. | 26,892 | $1.72M | 0.2% | N/A | 0.212% | |
5/5/2025 | Private Advisor Group LLC | 4,164 | $267K | 0.0% | -5.0% | 0.033% | |
5/2/2025 | Slow Capital Inc. | 9,324 | $597K | 0.1% | -66.5% | 0.068% | |
4/30/2025 | Leavell Investment Management Inc. | 3,829 | $245K | 0.0% | N/A | 0.028% | |
4/29/2025 | Richard Bernstein Advisors LLC | 2,030 | $130K | 0.0% | -54.9% | 0.015% | |
4/29/2025 | Envestnet Asset Management Inc. | 60,451 | $3.87M | 0.0% | -2.6% | 0.441% | |
4/28/2025 | Money Design Co. Ltd. | 74,683 | $4.78M | 0.2% | -5.2% | 0.545% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 7,940 | $504K | 0.0% | -38.2% | 0.058% | |
4/24/2025 | Intelligent Financial Strategies | 3,736 | $239K | 0.1% | -34.1% | 0.027% | |
4/23/2025 | Bessemer Group Inc. | 18,584 | $1.19M | 0.0% | -9.9% | 0.136% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,367 | $280K | 0.0% | +16.2% | 0.032% | |
4/22/2025 | Ellis Investment Partners LLC | 3,913 | $251K | 0.1% | -9.7% | 0.029% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,731 | $303K | 0.0% | +13.9% | 0.035% | |
4/16/2025 | Patriot Investment Management Group Inc. | 14,754 | $945K | 0.1% | -1.2% | 0.108% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 17,570 | $1.13M | 0.1% | -8.5% | 0.128% | |
4/15/2025 | Central Valley Advisors LLC | 3,307 | $212K | 0.1% | N/A | 0.024% | |
4/14/2025 | SOA Wealth Advisors LLC. | 7,306 | $468K | 0.1% | -2.9% | 0.053% | |
4/8/2025 | Parallel Advisors LLC | 415 | $27K | 0.0% | N/A | 0.004% | |
2/17/2025 | Cresset Asset Management LLC | 15,005 | $905K | 0.0% | -49.3% | 0.105% | |
2/17/2025 | Cetera Investment Advisers | 6,902 | $416K | 0.0% | -11.9% | 0.048% | |
2/17/2025 | Citadel Advisors LLC | 69,698 | $4.20M | 0.0% | N/A | 0.489% | |
2/17/2025 | Bank of America Corp DE | 54,986 | $3.32M | 0.0% | -10.8% | 0.386% | |
2/17/2025 | BNP Paribas Financial Markets | 33,048 | $1.99M | 0.0% | -32.4% | 0.232% | |
2/17/2025 | Ameriprise Financial Inc. | 48,988 | $2.95M | 0.0% | -0.4% | 0.344% | |
2/14/2025 | Jane Street Group LLC | 8,028 | $484K | 0.0% | -82.0% | 0.056% | |
2/14/2025 | Integrated Wealth Concepts LLC | 3,935 | $237K | 0.0% | +8.1% | 0.028% | |
2/14/2025 | Susquehanna International Group LLP | 46,881 | $2.83M | 0.0% | -22.5% | 0.329% | |
2/14/2025 | TD Waterhouse Canada Inc. | 800 | $48K | 0.0% | N/A | 0.006% | |
2/13/2025 | Bessemer Group Inc. | 20,619 | $1.24M | 0.0% | +11.0% | 0.145% | |
2/13/2025 | Raymond James Financial Inc. | 41,658 | $2.51M | 0.0% | N/A | 0.292% | |
2/13/2025 | Peapack Gladstone Financial Corp | 3,925 | $237K | 0.0% | -15.1% | 0.028% | |
2/13/2025 | Envestnet Asset Management Inc. | 62,035 | $3.74M | 0.0% | -6.4% | 0.435% | |
2/13/2025 | Wells Fargo & Company MN | 61,052 | $3.68M | 0.0% | -7.1% | 0.428% | |
2/12/2025 | National Bank of Canada FI | 21,404 | $1.29M | 0.0% | +10.3% | 0.150% | |
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2/12/2025 | JPMorgan Chase & Co. | 3,466 | $209K | 0.0% | -15.5% | 0.024% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 16,254 | $980K | 0.0% | +1.4% | 0.114% | |
2/11/2025 | LPL Financial LLC | 85,456 | $5.15M | 0.0% | -5.5% | 0.600% | |
2/10/2025 | Commonwealth Equity Services LLC | 34,964 | $2.11M | 0.0% | +1.0% | 0.245% | |
2/7/2025 | HighTower Advisors LLC | 7,391 | $446K | 0.0% | +4.6% | 0.052% | |
2/7/2025 | Independent Advisor Alliance | 25,386 | $1.53M | 0.0% | N/A | 0.178% | |
2/7/2025 | Kendall Capital Management | 3,339 | $201K | 0.1% | N/A | 0.023% | |
2/6/2025 | Raymond James Financial Inc. | 41,658 | $2.51M | 0.0% | N/A | 0.292% | |
2/6/2025 | SBI Securities Co. Ltd. | 5,740 | $346K | 0.0% | N/A | 0.040% | |
2/6/2025 | Jones Financial Companies Lllp | 4,404 | $266K | 0.0% | +36.2% | 0.031% | |