1/17/2025 | Janney Montgomery Scott LLC | 106,808 | $3.06M | 0.0% | -8.8% | 0.101% | |
1/17/2025 | Baker Ellis Asset Management LLC | 37,381 | $1.07M | 0.2% | -7.2% | 0.035% | |
1/17/2025 | Janney Capital Management LLC | 432,848 | $12.41M | 0.8% | -5.7% | 0.411% | |
1/17/2025 | Sheets Smith Wealth Management | 44,719 | $1.28M | 0.2% | -2.2% | 0.042% | |
1/17/2025 | Octavia Wealth Advisors LLC | 313,161 | $8.98M | 1.1% | +5.6% | 0.297% | |
1/17/2025 | Transform Wealth LLC | 64,634 | $1.85M | 0.1% | -18.7% | 0.061% | |
|
1/16/2025 | LPF Advisors LLC | 97,980 | $2.81M | 2.3% | +8.2% | 0.093% | |
1/15/2025 | HF Advisory Group LLC | 7,874 | $226K | 0.1% | -5.6% | 0.007% | |
1/15/2025 | Ameritas Advisory Services LLC | 30,888 | $886K | 0.0% | -57.7% | 0.029% | |
1/15/2025 | Howard Financial Services LTD. | 415,227 | $11.91M | 1.6% | +33.6% | 0.393% | |
1/15/2025 | Merit Financial Group LLC | 21,538 | $618K | 0.0% | N/A | 0.020% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 557,240 | $15.98M | 0.4% | +3.7% | 0.528% | |
1/15/2025 | Occidental Asset Management LLC | 277,557 | $7.96M | 1.2% | +4.4% | 0.263% | |
1/15/2025 | Carnegie Investment Counsel | 12,500 | $358K | 0.0% | -37.5% | 0.012% | |
1/15/2025 | Tallon Kerry Patrick | 12,778 | $366K | 0.4% | N/A | 0.012% | |
1/14/2025 | Sebold Capital Management Inc. | 115,866 | $3.32M | 2.2% | +25.2% | 0.110% | |
1/14/2025 | Rovin Capital UT ADV | 67,916 | $1.95M | 0.7% | +1.2% | 0.064% | |
1/14/2025 | Silvia Mccoll Wealth Management LLC | 116,711 | $3.35M | 2.5% | +4.3% | 0.111% | |
1/14/2025 | Peak Financial Advisors LLC | 284,503 | $8.16M | 4.2% | +42.1% | 0.269% | |
1/14/2025 | Melone Private Wealth LLC | 205,119 | $5.88M | 3.0% | -17.6% | 0.194% | |
1/14/2025 | Breakwater Capital Group | 38,395 | $1.10M | 0.2% | +10.1% | 0.036% | |
1/14/2025 | Cypress Financial Planning LLC | 379,137 | $10.87M | 4.0% | +5.6% | 0.359% | |
1/13/2025 | Christensen King & Associates Investment Services Inc. | 18,272 | $526K | 0.2% | -11.1% | 0.017% | |
1/13/2025 | CHB Investment Group LLC | 303,871 | $8.71M | 4.7% | +2.2% | 0.288% | |
1/13/2025 | BCS Wealth Management | 27,392 | $785K | 0.2% | -7.3% | 0.026% | |
1/13/2025 | Burns J W & Co. Inc. NY | 62,385 | $1.79M | 0.2% | +20.0% | 0.059% | |
1/13/2025 | Cooper Financial Group | 101,177 | $2.90M | 0.3% | +8.1% | 0.096% | |
1/13/2025 | Capital Investment Advisors LLC | 2,925,316 | $83.87M | 1.7% | +4.1% | 2.770% | |
1/10/2025 | Lowe Wealth Advisors LLC | 2,520 | $72K | 0.0% | +252.0% | 0.002% | |
1/10/2025 | HBW Advisory Services LLC | 9,594 | $275K | 0.0% | +5.3% | 0.009% | |
12/26/2024 | JPMorgan Chase & Co. | 329,753 | $9.70M | 0.0% | -16.8% | 0.313% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 48,276 | $1.42M | 0.5% | +276.9% | 0.046% | |
12/3/2024 | Denver PWM LLC | 84,138 | $2.48M | 0.9% | -2.8% | 0.080% | |
11/25/2024 | Synovus Financial Corp | 10,980 | $323K | 0.0% | N/A | 0.010% | |
11/25/2024 | Tidal Investments LLC | 212,486 | $6.25M | 0.1% | N/A | 0.202% | |
11/25/2024 | World Investment Advisors LLC | 87,340 | $2.57M | 0.1% | N/A | 0.083% | |
11/25/2024 | Sanctuary Advisors LLC | 89,810 | $2.60M | 0.0% | -1.7% | 0.085% | |
11/18/2024 | Arete Wealth Advisors LLC | 18,390 | $541K | 0.0% | +155.2% | 0.017% | |
11/15/2024 | Continuum Advisory LLC | 36,341 | $1.05M | 0.1% | +2.5% | 0.035% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 526,750 | $14.91M | 1.4% | +14.5% | 0.500% | |
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11/15/2024 | MML Investors Services LLC | 276,991 | $8.15M | 0.0% | -7.4% | 0.263% | |
11/15/2024 | National Bank of Canada FI | 237,816 | $6.99M | 0.0% | N/A | 0.226% | |
11/15/2024 | Insigneo Advisory Services LLC | 103,651 | $3.05M | 0.3% | +16.3% | 0.098% | |
11/15/2024 | Jane Street Group LLC | 714,598 | $21.02M | 0.0% | -19.9% | 0.679% | |
11/15/2024 | Stifel Financial Corp | 386,343 | $11.36M | 0.0% | +27.2% | 0.367% | |
11/15/2024 | Redwood Investment Management LLC | 91,000 | $2.68M | 0.2% | -48.0% | 0.086% | |
11/15/2024 | IHT Wealth Management LLC | 77,809 | $2.29M | 0.1% | +6.4% | 0.074% | |
11/15/2024 | Integrated Wealth Concepts LLC | 802,677 | $23.61M | 0.3% | +54.4% | 0.763% | |
11/15/2024 | Hilltop Holdings Inc. | 25,076 | $737K | 0.0% | N/A | 0.024% | |
11/14/2024 | Rockefeller Capital Management L.P. | 15,816 | $465K | 0.0% | -3.0% | 0.015% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 172,900 | $5.09M | 0.5% | +1.7% | 0.164% | |
11/13/2024 | Bank of Montreal Can | 493,944 | $14.53M | 0.0% | -8.8% | 0.469% | |
11/13/2024 | Independent Advisor Alliance | 15,444 | $454K | 0.0% | -2.5% | 0.015% | |
11/12/2024 | M Holdings Securities Inc. | 175,509 | $5.16M | 1.3% | +7.2% | 0.167% | |
11/12/2024 | Cerity Partners LLC | 2,802,413 | $82.42M | 0.2% | +2.6% | 2.663% | |
11/12/2024 | Great Valley Advisor Group Inc. | 8,826 | $260K | 0.0% | +6.5% | 0.008% | |
11/12/2024 | Meridian Wealth Management LLC | 13,970 | $411K | 0.0% | -6.7% | 0.013% | |
11/12/2024 | Citigroup Inc. | 177,132 | $5.21M | 0.0% | +34.8% | 0.168% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 1,376,646 | $40.49M | 0.0% | +2.9% | 1.308% | |
11/9/2024 | LPL Financial LLC | 3,772,806 | $110.96M | 0.0% | +7.0% | 3.585% | |
11/9/2024 | Creekside Partners | 24,885 | $732K | 0.4% | +7.5% | 0.024% | |
11/8/2024 | Darwin Wealth Management LLC | 234,079 | $6.88M | 1.9% | -16.6% | 0.222% | |
11/8/2024 | Avior Wealth Management LLC | 74,833 | $2.20M | 0.1% | -15.2% | 0.071% | |
11/8/2024 | Wrapmanager Inc. | 238,637 | $7.02M | 1.8% | +13.0% | 0.227% | |
11/8/2024 | Prospera Financial Services Inc | 45,767 | $1.35M | 0.0% | -9.9% | 0.043% | |
11/7/2024 | Thrivent Financial for Lutherans | 179,704 | $5.29M | 0.0% | -15.9% | 0.171% | |
11/6/2024 | OneDigital Investment Advisors LLC | 193,813 | $5.70M | 0.1% | +10.5% | 0.184% | |
11/6/2024 | International Private Wealth Advisors LLC | 18,010 | $530K | 0.8% | -15.0% | 0.017% | |
11/6/2024 | Snider Financial Group | 35,360 | $1.04M | 0.4% | +3.1% | 0.034% | |
11/6/2024 | Comprehensive Wealth Management LLC | 15,235 | $448K | 0.3% | +9.3% | 0.014% | |
11/6/2024 | Main Street Financial Solutions LLC | 9,360 | $275K | 0.0% | -8.0% | 0.009% | |
11/6/2024 | Oppenheimer & Co. Inc. | 80,575 | $2.37M | 0.0% | -0.6% | 0.077% | |
11/6/2024 | Cornerstone Planning Group LLC | 20,967 | $609K | 0.1% | -18.9% | 0.020% | |
11/5/2024 | Aptus Capital Advisors LLC | 14,299 | $421K | 0.0% | +15,275.3% | 0.014% | |
11/5/2024 | Apollon Wealth Management LLC | 19,293 | $567K | 0.0% | -17.3% | 0.018% | |
11/4/2024 | Venturi Wealth Management LLC | 1,369 | $40K | 0.0% | -34.8% | 0.001% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 28,909 | $850K | 0.1% | +1.2% | 0.027% | |
11/4/2024 | Sigma Planning Corp | 65,860 | $1.94M | 0.1% | +5.1% | 0.063% | |
11/1/2024 | Sheets Smith Wealth Management | 45,735 | $1.35M | 0.2% | -4.4% | 0.043% | |
11/1/2024 | Atria Investments Inc | 57,350 | $1.69M | 0.0% | +41.9% | 0.054% | |
11/1/2024 | Assetmark Inc. | 1,357 | $40K | 0.0% | +281.2% | 0.001% | |
11/1/2024 | Rovin Capital UT ADV | 67,131 | $1.97M | 0.7% | +3.6% | 0.063% | |
11/1/2024 | Aspire Wealth Management Corp | 5,074 | $149K | 0.1% | -43.9% | 0.005% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 227,194 | $6.68M | 3.4% | -59.4% | 0.212% | |
10/31/2024 | Financial Services Advisory Inc | 46,273 | $1.36M | 0.3% | +4.1% | 0.043% | |
10/31/2024 | US Financial Advisors LLC | 167,309 | $4.92M | 1.5% | +3.4% | 0.156% | |
10/31/2024 | David J Yvars Group | 7,800 | $229K | 0.1% | -32.2% | 0.007% | |
10/30/2024 | HF Advisory Group LLC | 8,338 | $245K | 0.1% | -15.8% | 0.008% | |
10/29/2024 | Van ECK Associates Corp | 1,024 | $30K | 0.0% | -90.1% | 0.001% | |
10/29/2024 | Janney Montgomery Scott LLC | 117,143 | $3.45M | 0.0% | -0.6% | 0.109% | |
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10/29/2024 | Janney Capital Management LLC | 458,942 | $13.50M | 0.9% | -1.8% | 0.429% | |
10/29/2024 | Clear Creek Financial Management LLC | 108,038 | $3.18M | 0.4% | -10.2% | 0.101% | |
10/29/2024 | Farther Finance Advisors LLC | 107,410 | $3.16M | 0.1% | +42.7% | 0.100% | |
10/28/2024 | Principal Securities Inc. | 134,409 | $3.95M | 0.1% | +2.4% | 0.126% | |
10/28/2024 | Congress Asset Management Co. | 118,985 | $3.50M | 0.0% | -9.5% | 0.111% | |
10/28/2024 | Goldstone Financial Group LLC | 14,462 | $425K | 0.1% | N/A | 0.014% | |
10/25/2024 | Financial Advocates Investment Management | 12,870 | $379K | 0.0% | +4.0% | 0.012% | |
10/25/2024 | 1620 Investment Advisors Inc. | 48,370 | $1.42M | 1.0% | +1.2% | 0.045% | |
10/25/2024 | Cornerstone Wealth Group LLC | 54,985 | $1.62M | 0.1% | -30.4% | 0.051% | |
10/25/2024 | Capstone Triton Financial Group LLC | 72,628 | $2.14M | 1.4% | -1.7% | 0.068% | |