1/17/2025 | Yeomans Consulting Group Inc. | 76,586 | $5.42M | 2.0% | -31.9% | 0.080% | |
1/17/2025 | Peterson Wealth Advisors LLC | 18,631 | $1.32M | 0.2% | -20.1% | 0.019% | |
1/17/2025 | Mutual Advisors LLC | 25,422 | $1.80M | 0.1% | -3.7% | 0.027% | |
1/17/2025 | Janney Montgomery Scott LLC | 19,279 | $1.36M | 0.0% | +63.5% | 0.020% | |
1/17/2025 | Baker Ellis Asset Management LLC | 12,600 | $891K | 0.1% | -1.9% | 0.013% | |
1/17/2025 | Magnus Financial Group LLC | 106,458 | $7.53M | 0.7% | +0.8% | 0.111% | |
1/17/2025 | Atomi Financial Group Inc. | 9,369 | $663K | 0.0% | +76.0% | 0.010% | |
1/17/2025 | Monterey Private Wealth Inc. | 27,066 | $1.91M | 0.6% | +1.2% | 0.028% | |
1/16/2025 | Aspiriant LLC | 127,921 | $9.05M | 0.3% | -2.6% | 0.134% | |
1/16/2025 | Harbor Investment Advisory LLC | 977 | $69K | 0.0% | -25.5% | 0.001% | |
|
1/16/2025 | Shore Point Advisors LLC | 39,770 | $2.81M | 1.5% | +2.4% | 0.042% | |
1/15/2025 | HB Wealth Management LLC | 17,671 | $1.25M | 0.0% | -11.2% | 0.018% | |
1/15/2025 | CGN Advisors LLC | 21,033 | $1.49M | 0.1% | -1.1% | 0.022% | |
1/15/2025 | Merit Financial Group LLC | 43,023 | $3.04M | 0.1% | -10.5% | 0.045% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 3,265 | $231K | 0.0% | -14.5% | 0.003% | |
1/14/2025 | Keeler & Nadler Financial Planning & Wealth Management | 16,687 | $1.18M | 0.6% | -19.1% | 0.017% | |
1/14/2025 | ERn Financial LLC | 3,003 | $212K | 0.0% | -21.3% | 0.003% | |
1/14/2025 | Apella Capital LLC | 135,649 | $9.59M | 0.4% | -16.1% | 0.142% | |
1/14/2025 | Park Avenue Securities LLC | 6,079 | $430K | 0.0% | -46.5% | 0.006% | |
1/14/2025 | Kathmere Capital Management LLC | 3,408 | $241K | 0.0% | +11.8% | 0.004% | |
1/14/2025 | McNaughton Wealth Management LLC | 102,354 | $7.24M | 3.5% | +1.0% | 0.107% | |
1/14/2025 | PCA Investment Advisory Services Inc. | 15,051 | $1.06M | 0.5% | +1.3% | 0.016% | |
1/14/2025 | Shira Ridge Wealth Management | 11,685 | $826K | 0.4% | -2.5% | 0.012% | |
1/13/2025 | AdvisorNet Financial Inc | 1,465 | $104K | 0.0% | +13.0% | 0.002% | |
1/13/2025 | Miracle Mile Advisors LLC | 12,029 | $851K | 0.0% | -31.1% | 0.013% | |
1/13/2025 | Friedenthal Financial | 96,506 | $6.82M | 4.0% | -0.4% | 0.101% | |
1/13/2025 | Fragasso Financial Advisors Inc | 11,054 | $782K | 0.1% | -28.5% | 0.012% | |
1/13/2025 | Brookstone Capital Management | 267,279 | $18.90M | 0.3% | -6.7% | 0.279% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 109,809 | $8.42M | 0.0% | +1.3% | 0.115% | |
1/8/2025 | Fulton Bank N.A. | 3,305 | $234K | 0.0% | N/A | 0.003% | |
1/6/2025 | Insight Wealth Strategies LLC | 6,057 | $428K | 0.1% | -8.5% | 0.006% | |
12/26/2024 | JPMorgan Chase & Co. | 102,285 | $7.85M | 0.0% | -3.1% | 0.107% | |
11/27/2024 | Franklin Resources Inc. | 6,323 | $480K | 0.0% | -9.2% | 0.007% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 4,440 | $341K | 0.0% | N/A | 0.005% | |
11/25/2024 | World Investment Advisors LLC | 3,873 | $297K | 0.0% | N/A | 0.004% | |
11/25/2024 | Sanctuary Advisors LLC | 25,364 | $1.84M | 0.0% | +17.6% | 0.026% | |
11/21/2024 | Anchor Investment Management LLC | 50,083 | $3.84M | 0.4% | -2.8% | 0.052% | |
11/18/2024 | Rehmann Capital Advisory Group | 121,811 | $9.35M | 0.6% | -0.8% | 0.127% | |
11/15/2024 | Brophy Wealth Management LLC | 3,015 | $231K | 0.1% | N/A | 0.003% | |
11/15/2024 | Vestcor Inc | 7,472 | $573K | 0.0% | -88.9% | 0.008% | |
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11/15/2024 | Nabity Jensen Investment Management Inc | 4,053 | $311K | 0.2% | N/A | 0.004% | |
11/15/2024 | EWA LLC | 7,520 | $543K | 0.2% | -8.8% | 0.008% | |
11/15/2024 | MML Investors Services LLC | 166,033 | $12.74M | 0.0% | +12.7% | 0.173% | |
11/15/2024 | Pacific Center for Financial Services | 7,583 | $582K | 0.2% | -11.8% | 0.008% | |
11/15/2024 | EP Wealth Advisors LLC | 2,476 | $190K | 0.0% | -9.0% | 0.003% | |
11/15/2024 | Jane Street Group LLC | 867,994 | $66.58M | 0.0% | +100.9% | 0.906% | |
11/15/2024 | Stifel Financial Corp | 66,861 | $5.13M | 0.0% | +29.0% | 0.070% | |
11/15/2024 | SageView Advisory Group LLC | 22,925 | $1.76M | 0.1% | -1.1% | 0.024% | |
11/15/2024 | Mission Creek Capital Partners Inc. | 104,433 | $8.01M | 1.9% | -6.0% | 0.109% | |
11/15/2024 | Integrated Wealth Concepts LLC | 43,447 | $3.33M | 0.0% | -1.4% | 0.045% | |
11/15/2024 | HighTower Advisors LLC | 101,717 | $7.81M | 0.0% | -4.4% | 0.106% | |
11/15/2024 | Arrowroot Family Office LLC | 6,054 | $464K | 0.3% | -59.2% | 0.006% | |
11/15/2024 | Ascent Group LLC | 4,864 | $373K | 0.0% | -2.9% | 0.005% | |
11/14/2024 | Captrust Financial Advisors | 154,076 | $11.82M | 0.0% | -1.4% | 0.161% | |
11/14/2024 | Rockefeller Capital Management L.P. | 40,089 | $3.07M | 0.0% | -12.6% | 0.042% | |
11/14/2024 | Fiduciary Trust Co | 10,969 | $841K | 0.0% | -14.1% | 0.011% | |
11/14/2024 | National Wealth Management Group LLC | 3,990 | $306K | 0.2% | -15.6% | 0.004% | |
11/13/2024 | Glenmede Trust Co. NA | 66,701 | $5.12M | 0.0% | -3.1% | 0.070% | |
11/13/2024 | Townsquare Capital LLC | 23,318 | $1.79M | 0.0% | -1.7% | 0.024% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 29,643 | $2.27M | 0.2% | +71.9% | 0.031% | |
11/13/2024 | D.A. Davidson & CO. | 100,109 | $7.68M | 0.1% | -2.1% | 0.104% | |
11/13/2024 | FMR LLC | 11,292,061 | $866.10M | 0.1% | -4.9% | 11.787% | |
11/13/2024 | Bank of Montreal Can | 67,260 | $5.18M | 0.0% | -12.7% | 0.070% | |
11/13/2024 | Acorn Wealth Advisors LLC | 9,201 | $706K | 0.3% | -4.1% | 0.010% | |
11/13/2024 | Private Trust Co. NA | 2,998 | $230K | 0.0% | -11.7% | 0.003% | |
11/13/2024 | Estate Counselors LLC | 67,934 | $5.21M | 0.5% | +0.2% | 0.071% | |
11/12/2024 | Centaurus Financial Inc. | 2,052 | $157K | 0.0% | -11.9% | 0.002% | |
11/12/2024 | Cerity Partners LLC | 9,788 | $751K | 0.0% | -2.5% | 0.010% | |
11/12/2024 | Great Valley Advisor Group Inc. | 16,489 | $1.27M | 0.0% | +5.6% | 0.017% | |
11/12/2024 | Asset Management Group Inc. | 102,025 | $7.83M | 1.4% | -1.0% | 0.106% | |
11/12/2024 | CFS Investment Advisory Services LLC | 11,964 | $918K | 0.1% | -3.1% | 0.012% | |
11/9/2024 | Trustmark National Bank Trust Department | 81,309 | $6.24M | 0.5% | -2.5% | 0.085% | |
11/8/2024 | Citizens Financial Group Inc. RI | 14,196 | $1.09M | 0.0% | -2.5% | 0.015% | |
11/8/2024 | Avior Wealth Management LLC | 975 | $75K | 0.0% | N/A | 0.001% | |
11/8/2024 | Counterweight Ventures LLC | 7,203 | $552K | 0.4% | -4.0% | 0.008% | |
11/8/2024 | PNC Financial Services Group Inc. | 66,475 | $5.10M | 0.0% | -10.8% | 0.069% | |
11/8/2024 | Prospera Financial Services Inc | 6,322 | $485K | 0.0% | -16.8% | 0.007% | |
11/7/2024 | Wharton Business Group LLC | 1,229,241 | $94.28M | 4.2% | -24.6% | 1.283% | |
11/7/2024 | MAI Capital Management | 29,605 | $2.27M | 0.0% | -7.3% | 0.031% | |
11/7/2024 | Planning Directions Inc. | 3,037 | $233K | 0.1% | -10.0% | 0.003% | |
11/7/2024 | Thrivent Financial for Lutherans | 11,491 | $881K | 0.0% | +49.2% | 0.012% | |
11/6/2024 | Veery Capital LLC | 2,748 | $211K | 0.1% | N/A | 0.003% | |
11/6/2024 | Cutler Investment Counsel LLC | 182,187 | $13.97M | 1.8% | -30.8% | 0.190% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 20,272 | $1.56M | 0.0% | -13.4% | 0.021% | |
11/6/2024 | OneDigital Investment Advisors LLC | 6,017 | $461K | 0.0% | -8.9% | 0.006% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 16,820 | $1.29M | 0.0% | -3.1% | 0.018% | |
11/5/2024 | Mascoma Wealth Management LLC | 9,584 | $735K | 0.2% | -19.1% | 0.010% | |
11/5/2024 | Verus Capital Partners LLC | 7,912 | $607K | 0.1% | -29.6% | 0.008% | |
11/5/2024 | Apollon Wealth Management LLC | 4,140 | $318K | 0.0% | -11.4% | 0.004% | |
11/5/2024 | Tacita Capital Inc | 16,550 | $1.27M | 0.8% | -1.0% | 0.017% | |
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11/4/2024 | Alaska Wealth Advisors | 6,636 | $509K | 0.1% | -26.0% | 0.007% | |
11/4/2024 | GDS Wealth Management | 4,294 | $329K | 0.0% | -4.8% | 0.004% | |
11/4/2024 | Ashton Thomas Securities LLC | 5,135 | $394K | 0.1% | +17.7% | 0.005% | |
11/4/2024 | 1900 Wealth Management LLC | 18,327 | $1.30M | 0.1% | +98.6% | 0.019% | |
11/4/2024 | Colonial River Investments LLC | 3,577 | $274K | 0.1% | -4.6% | 0.004% | |
11/4/2024 | Round Rock Advisors LLC | 18,228 | $1.40M | 0.3% | -6.0% | 0.019% | |
11/4/2024 | Sigma Planning Corp | 2,811 | $216K | 0.0% | N/A | 0.003% | |
11/1/2024 | Cowa LLC | 4,451 | $341K | 0.2% | +4.8% | 0.005% | |
11/1/2024 | Klingman & Associates LLC | 24,861 | $1.91M | 0.1% | -1.4% | 0.026% | |
11/1/2024 | Assetmark Inc. | 205,077 | $15.73M | 0.0% | -2.7% | 0.214% | |