2/21/2025 | Ascent Group LLC | 23,447 | $1.04M | 0.1% | -49.5% | 0.155% | |
2/19/2025 | WCG Wealth Advisors LLC | 12,154 | $539K | 0.0% | +2.4% | 0.080% | |
2/17/2025 | Sentinus LLC | 10,396 | $461K | 0.1% | -92.1% | 0.069% | |
2/17/2025 | Snowden Capital Advisors LLC | 8,449 | $375K | 0.0% | -44.0% | 0.056% | |
2/17/2025 | Royal Bank of Canada | 361,842 | $16.05M | 0.0% | +0.9% | 2.388% | |
2/17/2025 | Eagle Global Advisors LLC | 11,900 | $528K | 0.0% | +128.8% | 0.079% | |
2/17/2025 | Cetera Investment Advisers | 159,975 | $7.10M | 0.0% | -71.8% | 1.056% | |
2/17/2025 | Citadel Advisors LLC | 602,010 | $26.71M | 0.0% | N/A | 3.974% | |
2/17/2025 | Bank of America Corp DE | 545,307 | $24.19M | 0.0% | -36.4% | 3.599% | |
2/17/2025 | Ameriprise Financial Inc. | 782,069 | $34.69M | 0.0% | -9.8% | 5.162% | |
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2/14/2025 | Mercer Global Advisors Inc. ADV | 325,852 | $14.46M | 0.0% | -0.5% | 2.151% | |
2/14/2025 | Jane Street Group LLC | 17,822 | $791K | 0.0% | N/A | 0.118% | |
2/14/2025 | Comerica Bank | 4,112 | $182K | 0.0% | -51.1% | 0.027% | |
2/14/2025 | Betterment LLC | 481,661 | $21.37M | 0.1% | +22.8% | 3.179% | |
2/14/2025 | Capital Analysts LLC | 1,733 | $77K | 0.0% | -82.1% | 0.011% | |
2/14/2025 | IHT Wealth Management LLC | 108,450 | $4.81M | 0.2% | -82.0% | 0.716% | |
2/14/2025 | Stifel Financial Corp | 115,396 | $5.12M | 0.0% | -51.0% | 0.762% | |
2/14/2025 | OneDigital Investment Advisors LLC | 531,433 | $23.57M | 0.3% | +19.6% | 3.508% | |
2/14/2025 | TD Waterhouse Canada Inc. | 109,984 | $4.88M | 0.0% | N/A | 0.726% | |
2/14/2025 | MML Investors Services LLC | 443,500 | $19.67M | 0.1% | -32.7% | 2.927% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 1,070 | $48K | 0.0% | -96.5% | 0.007% | |
2/13/2025 | NewEdge Advisors LLC | 22,941 | $1.02M | 0.0% | -88.8% | 0.151% | |
2/13/2025 | United Capital Financial Advisors LLC | 252,561 | $11.20M | 0.1% | -46.0% | 1.667% | |
2/13/2025 | Mariner LLC | 7,913 | $351K | 0.0% | -64.0% | 0.052% | |
2/13/2025 | Sagespring Wealth Partners LLC | 18,425 | $817K | 0.0% | N/A | 0.122% | |
2/13/2025 | Rockefeller Capital Management L.P. | 10,107 | $448K | 0.0% | N/A | 0.067% | |
2/13/2025 | Concorde Asset Management LLC | 5,660 | $251K | 0.1% | -4.7% | 0.037% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 1,730 | $77K | 0.0% | +222.8% | 0.011% | |
2/13/2025 | Advisory Services Network LLC | 44,994 | $2.00M | 0.0% | -7.4% | 0.297% | |
2/13/2025 | Cerity Partners LLC | 19,740 | $876K | 0.0% | N/A | 0.130% | |
2/13/2025 | Peapack Gladstone Financial Corp | 39,480 | $1.75M | 0.0% | +480.6% | 0.261% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,503,674 | $66.70M | 0.0% | -77.3% | 9.925% | |
2/13/2025 | Wells Fargo & Company MN | 2,177 | $97K | 0.0% | +1,243.8% | 0.014% | |
2/12/2025 | World Investment Advisors | 19,069 | $846K | 0.0% | -32.3% | 0.126% | |
2/12/2025 | National Bank of Canada FI | 13,926 | $618K | 0.0% | +16.6% | 0.092% | |
2/12/2025 | Vertex Planning Partners LLC | 10,082 | $447K | 0.1% | +5.3% | 0.067% | |
2/12/2025 | JPMorgan Chase & Co. | 93,076 | $4.13M | 0.0% | -86.2% | 0.614% | |
2/11/2025 | Twin City Private Wealth LLC | 3,623 | $161K | 0.1% | -15.4% | 0.024% | |
2/11/2025 | LPL Financial LLC | 1,319,131 | $58.52M | 0.0% | -40.2% | 8.707% | |
2/11/2025 | 1620 Investment Advisors Inc. | 13,743 | $610K | 0.5% | +12.2% | 0.091% | |
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2/11/2025 | Certus Wealth Management LLC | 5,078 | $226K | 0.2% | -35.7% | 0.034% | |
2/11/2025 | FreeGulliver LLC | 51,086 | $2.27M | 1.1% | +12.2% | 0.337% | |
2/10/2025 | Axxcess Wealth Management LLC | 10,164 | $451K | 0.0% | -2.6% | 0.067% | |
2/10/2025 | Parallel Advisors LLC | 481,882 | $21.38M | 0.5% | +8.3% | 3.181% | |
2/10/2025 | Harbour Investments Inc. | 79,050 | $3.51M | 0.1% | +45.7% | 0.522% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 56,720 | $2.52M | 0.0% | -93.1% | 0.374% | |
2/10/2025 | Tidemark LLC | 45,737 | $2.03M | 0.8% | +12.7% | 0.302% | |
2/10/2025 | Commonwealth Equity Services LLC | 44,871 | $1.99M | 0.0% | +44.0% | 0.296% | |
2/10/2025 | DecisionMap Wealth Management LLC | 5,405 | $240K | 0.2% | N/A | 0.036% | |
2/10/2025 | Avantax Advisory Services Inc. | 5,162 | $229K | 0.0% | -86.6% | 0.034% | |
2/10/2025 | Farther Finance Advisors LLC | 23,928 | $1.06M | 0.0% | -14.0% | 0.158% | |
2/7/2025 | New England Private Wealth Advisors LLC | 6,512 | $289K | 0.0% | N/A | 0.043% | |
2/7/2025 | PNC Financial Services Group Inc. | 4,375 | $194K | 0.0% | +43.8% | 0.029% | |
2/6/2025 | Raymond James Financial Inc. | 197,000 | $8.74M | 0.0% | N/A | 1.300% | |
2/6/2025 | Atria Investments Inc | 32,483 | $1.44M | 0.0% | -48.6% | 0.214% | |
2/6/2025 | Pinion Investment Advisors LLC | 6,524 | $289K | 0.1% | N/A | 0.043% | |
2/6/2025 | TSA Wealth Managment LLC | 6,222 | $276K | 0.1% | -89.0% | 0.041% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 41,054 | $1.82M | 0.0% | -23.5% | 0.271% | |
2/6/2025 | Shared Vision Wealth Group LLC | 33,037 | $1.47M | 0.8% | -41.5% | 0.218% | |
2/6/2025 | Keystone Wealth Services LLC | 25,313 | $1.12M | 0.3% | N/A | 0.167% | |
2/5/2025 | BlueStem Wealth Partners LLC | 297,177 | $13.18M | 1.7% | N/A | 1.962% | |
2/5/2025 | Spectrum Wealth Counsel LLC | 5,771 | $256K | 0.0% | -68.8% | 0.038% | |
2/5/2025 | WR Wealth Planners LLC | 753 | $33K | 0.0% | -50.2% | 0.005% | |
2/5/2025 | Dynasty Wealth Management LLC | 36,516 | $1.62M | 0.0% | -40.2% | 0.241% | |
2/5/2025 | Convergence Financial LLC | 29,359 | $1.30M | 0.3% | +8.9% | 0.194% | |
2/4/2025 | CPA Asset Management LLC | 112,957 | $5.01M | 2.3% | +56.7% | 0.746% | |
2/4/2025 | Bank of New York Mellon Corp | 119,182 | $5.29M | 0.0% | -65.2% | 0.787% | |
2/4/2025 | IFP Advisors Inc | 45,551 | $2.02M | 0.1% | +249.2% | 0.301% | |
2/4/2025 | Midwest Capital Advisors LLC | 2,435 | $108K | 0.1% | N/A | 0.016% | |
2/3/2025 | First Horizon Advisors Inc. | 5,916 | $262K | 0.0% | -53.6% | 0.039% | |
2/3/2025 | Sigma Planning Corp | 33,963 | $1.51M | 0.0% | -14.0% | 0.224% | |
2/3/2025 | Able Wealth Management LLC | 4,976 | $221K | 0.1% | N/A | 0.033% | |
2/3/2025 | Private Advisor Group LLC | 283,641 | $12.58M | 0.1% | +8.7% | 1.872% | |
1/31/2025 | Systelligence LLC | 90,803 | $4.03M | 1.0% | +5.7% | 0.599% | |
1/31/2025 | Keystone Financial Services | 9,724 | $431K | 0.2% | -18.1% | 0.064% | |
1/30/2025 | Copperleaf Capital LLC | 23,007 | $1.02M | 0.6% | N/A | 0.152% | |
1/30/2025 | Principal Securities Inc. | 2,919 | $129K | 0.0% | +207.6% | 0.019% | |
1/30/2025 | Centerpoint Advisory Group | 16,036 | $711K | 0.7% | N/A | 0.106% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 16,376 | $726K | 0.1% | +58.5% | 0.108% | |
1/30/2025 | DORVAL Corp | 199,885 | $8.87M | 3.5% | +5.6% | 1.319% | |
1/29/2025 | Leavell Investment Management Inc. | 6,175 | $274K | 0.0% | -36.2% | 0.041% | |
1/29/2025 | Collier Financial | 17,042 | $756K | 0.7% | N/A | 0.112% | |
1/29/2025 | Sovran Advisors LLC | 16,581 | $726K | 0.1% | N/A | 0.109% | |
1/28/2025 | Apollon Wealth Management LLC | 19,876 | $882K | 0.0% | +25.7% | 0.131% | |
1/28/2025 | Ameliora Wealth Management Ltd. | 497,995 | $22.09M | 8.3% | +0.1% | 3.287% | |
1/27/2025 | Silver Oak Securities Incorporated | 28,428 | $1.26M | 0.1% | N/A | 0.188% | |
1/27/2025 | Lion Street Advisors LLC | 15,622 | $693K | 0.2% | -3.1% | 0.103% | |
1/27/2025 | Spirit of America Management Corp NY | 5,563 | $247K | 0.1% | -6.8% | 0.037% | |
1/27/2025 | Stratos Investment Management LLC | 835,460 | $37.06M | 2.2% | +42.4% | 5.515% | |
1/24/2025 | Horst & Graben Wealth Management LLC | 10,140 | $450K | 0.1% | -76.6% | 0.067% | |
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1/24/2025 | Lunt Capital Management Inc. | 57,668 | $2.56M | 1.0% | N/A | 0.381% | |
1/24/2025 | MA Private Wealth | 21,802 | $967K | 0.2% | -4.8% | 0.144% | |
1/24/2025 | Dohj LLC | 67,214 | $2.98M | 0.7% | +26.2% | 0.444% | |
1/23/2025 | Swmg LLC | 28,108 | $1.25M | 0.5% | +13.9% | 0.186% | |
1/23/2025 | SteelPeak Wealth LLC | 8,430 | $374K | 0.0% | -89.9% | 0.056% | |
1/22/2025 | Forte Asset Management LLC | 22,385 | $993K | 0.5% | -67.7% | 0.148% | |
1/22/2025 | Buffington Mohr McNeal | 36,500 | $1.62M | 0.3% | +6.5% | 0.241% | |
1/22/2025 | Altus Wealth Management LLC | 41,778 | $1.85M | 0.8% | +6.0% | 0.276% | |
1/22/2025 | Tennessee Valley Asset Management Partners | 59,740 | $2.65M | 0.4% | -1.2% | 0.394% | |
1/21/2025 | Patton Albertson Miller Group LLC | 32,756 | $1.45M | 0.2% | +114.7% | 0.216% | |