3/17/2025 | Wealth Enhancement Advisory Services LLC | 199,307 | $4.21M | 0.0% | +7.9% | 0.164% | |
2/26/2025 | Sculati Wealth Management LLC | 55,305 | $1.16M | 0.5% | +1.9% | 0.045% | |
2/4/2025 | IFP Advisors Inc | 10,500 | $222K | 0.0% | -32.8% | 0.009% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 199,307 | $4.21M | 0.0% | +7.9% | 0.164% | |
12/26/2024 | JPMorgan Chase & Co. | 149,649 | $3.16M | 0.0% | -8.4% | 0.123% | |
12/12/2024 | Legacy Wealth Management LLC MS | 11,375 | $240K | 0.1% | N/A | 0.009% | |
11/25/2024 | Sanctuary Advisors LLC | 227,303 | $4.80M | 0.0% | +123.5% | 0.187% | |
11/22/2024 | Sculati Wealth Management LLC | 55,305 | $1.16M | 0.5% | +1.5% | 0.045% | |
11/18/2024 | Hobbs Group Advisors LLC | 71,780 | $1.52M | 0.5% | -27.0% | 0.059% | |
11/15/2024 | MML Investors Services LLC | 578,291 | $12.21M | 0.0% | +14.8% | 0.475% | |
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11/15/2024 | Glen Eagle Advisors LLC | 19,725 | $417K | 0.1% | -11.0% | 0.016% | |
11/15/2024 | EP Wealth Advisors LLC | 174,763 | $3.69M | 0.0% | +371.8% | 0.143% | |
11/15/2024 | Jane Street Group LLC | 393,257 | $8.31M | 0.0% | +1.9% | 0.323% | |
11/15/2024 | Stifel Financial Corp | 394,530 | $8.33M | 0.0% | -26.9% | 0.324% | |
11/15/2024 | SYM FINANCIAL Corp | 179,000 | $3.78M | 0.5% | N/A | 0.147% | |
11/15/2024 | IHT Wealth Management LLC | 10,550 | $223K | 0.0% | -11.4% | 0.009% | |
11/15/2024 | Integrated Wealth Concepts LLC | 625,887 | $13.22M | 0.2% | -20.2% | 0.514% | |
11/15/2024 | HighTower Advisors LLC | 163,468 | $3.46M | 0.0% | -10.9% | 0.134% | |
11/15/2024 | Benjamin Edwards Inc. | 30,218 | $638K | 0.0% | N/A | 0.025% | |
11/14/2024 | Morton Community Bank | 257,660 | $5.44M | 1.4% | -0.8% | 0.212% | |
11/14/2024 | Flow Traders U.S. LLC | 49,280 | $1.04M | 0.1% | +396.6% | 0.040% | |
11/14/2024 | Captrust Financial Advisors | 209,096 | $4.42M | 0.0% | +5.8% | 0.172% | |
11/14/2024 | Atlantic Union Bankshares Corp | 14,494 | $306K | 0.0% | -20.9% | 0.012% | |
11/14/2024 | Rockefeller Capital Management L.P. | 10,228 | $216K | 0.0% | N/A | 0.008% | |
11/14/2024 | True Vision MN LLC | 33,829 | $714K | 0.4% | +16.3% | 0.028% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 3,400 | $72K | 0.0% | N/A | 0.003% | |
11/13/2024 | Freedom Investment Management Inc. | 36,468 | $770K | 0.1% | +33.0% | 0.030% | |
11/13/2024 | BNP Paribas Financial Markets | 4,133 | $87K | 0.0% | +194.6% | 0.003% | |
11/13/2024 | Bank of Montreal Can | 204,400 | $4.32M | 0.0% | N/A | 0.168% | |
11/13/2024 | Davis R M Inc. | 437,021 | $9.23M | 0.2% | -14.5% | 0.359% | |
11/12/2024 | Larson Financial Group LLC | 12,555 | $265K | 0.0% | +76.1% | 0.010% | |
11/12/2024 | Cerity Partners LLC | 25,366 | $536K | 0.0% | +22.1% | 0.021% | |
11/8/2024 | Avior Wealth Management LLC | 42,938 | $907K | 0.0% | -16.1% | 0.035% | |
11/8/2024 | Prospera Financial Services Inc | 76,207 | $1.61M | 0.0% | +24.1% | 0.063% | |
11/7/2024 | Pathstone Holdings LLC | 62,705 | $1.32M | 0.0% | -51.4% | 0.051% | |
11/7/2024 | Tidemark LLC | 3,543 | $75K | 0.0% | -25.0% | 0.003% | |
11/7/2024 | ETF Store Inc. | 18,119 | $383K | 0.4% | -8.9% | 0.015% | |
11/7/2024 | Thrivent Financial for Lutherans | 434,453 | $9.18M | 0.0% | +17.4% | 0.357% | |
11/7/2024 | Claro Advisors LLC | 44,367 | $937K | 0.1% | +2.7% | 0.036% | |
11/6/2024 | Sawgrass Asset Management LLC | 50,086 | $1.06M | 0.1% | -22.9% | 0.041% | |
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11/6/2024 | Straight Path Wealth Management | 266,813 | $5.64M | 2.4% | +2.6% | 0.219% | |
11/6/2024 | OneDigital Investment Advisors LLC | 437,999 | $9.25M | 0.1% | -1.3% | 0.360% | |
11/6/2024 | Kovack Advisors Inc. | 10,024 | $212K | 0.0% | N/A | 0.008% | |
11/5/2024 | Aptus Capital Advisors LLC | 31,974 | $675K | 0.0% | +21.3% | 0.026% | |
11/5/2024 | Apollon Wealth Management LLC | 25,200 | $532K | 0.0% | -8.4% | 0.021% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 900,692 | $19.02M | 1.4% | +5.3% | 0.739% | |
11/4/2024 | Addison Advisors LLC | 162,509 | $3.43M | 1.0% | +3.8% | 0.133% | |
11/4/2024 | Tyler Stone Wealth Management | 76,770 | $1.62M | 0.3% | +100.0% | 0.063% | |
11/4/2024 | G2 Capital Management LLC OH | 110,999 | $2.34M | 0.7% | +1.1% | 0.091% | |
11/1/2024 | Atria Investments Inc | 54,440 | $1.15M | 0.0% | +4.0% | 0.045% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 46,750 | $987K | 0.2% | -2.8% | 0.038% | |
11/1/2024 | Leavell Investment Management Inc. | 36,107 | $763K | 0.0% | -60.1% | 0.030% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 33,963 | $717K | 0.3% | +1.4% | 0.028% | |
10/31/2024 | Cozad Asset Management Inc. | 12,808 | $271K | 0.0% | -28.1% | 0.010% | |
10/30/2024 | Solitude Financial Services | 19,544 | $413K | 0.2% | -49.0% | 0.016% | |
10/29/2024 | Janney Montgomery Scott LLC | 543,814 | $11.49M | 0.0% | -8.9% | 0.439% | |
10/29/2024 | Key Financial Inc | 56,444 | $1.19M | 0.3% | +9.2% | 0.046% | |
10/29/2024 | Farther Finance Advisors LLC | 4,030 | $85K | 0.0% | -90.8% | 0.003% | |
10/28/2024 | Campbell Wealth Management | 1,247,335 | $26.34M | 2.3% | +2.9% | 1.007% | |
10/28/2024 | Hills Bank & Trust Co | 52,475 | $1.11M | 0.1% | +11.0% | 0.042% | |
10/28/2024 | Stephens Inc. AR | 699,848 | $14.78M | 0.2% | -3.1% | 0.565% | |
10/28/2024 | Pacific Wealth Strategies Group Inc. | 110,084 | $2.33M | 1.7% | +4.3% | 0.089% | |
10/28/2024 | IRON Financial LLC | 104,894 | $2.22M | 1.2% | -46.1% | 0.085% | |
10/28/2024 | O ROURKE & COMPANY Inc | 10,465 | $221K | 0.1% | -24.7% | 0.008% | |
10/28/2024 | US Bancorp DE | 98,585 | $2.08M | 0.0% | -8.2% | 0.080% | |
10/28/2024 | HM Payson & Co. | 122,636 | $2.59M | 0.0% | -4.5% | 0.099% | |
10/25/2024 | Voisard Asset Management Group Inc. | 55,354 | $1.17M | 0.5% | -1.5% | 0.044% | |
10/25/2024 | Stephenson & Company Inc. | 25,900 | $547K | 0.4% | -4.0% | 0.021% | |
10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,224 | $26K | 0.0% | N/A | 0.001% | |
10/25/2024 | MONECO Advisors LLC | 221,822 | $4.69M | 0.6% | +38.9% | 0.178% | |
10/25/2024 | Diversify Advisory Services LLC | 220,465 | $4.65M | 0.2% | -27.1% | 0.177% | |
10/25/2024 | SFE Investment Counsel | 26,129 | $552K | 0.1% | -26.6% | 0.021% | |
10/24/2024 | Old Port Advisors | 83,349 | $1.76M | 0.5% | -18.4% | 0.067% | |
10/24/2024 | Sound Stewardship LLC | 308,909 | $6.52M | 3.7% | -0.8% | 0.248% | |
10/24/2024 | Colton Groome Financial Advisors LLC | 154,346 | $3.26M | 1.2% | +5.0% | 0.124% | |
10/24/2024 | 4Thought Financial Group Inc. | 195,426 | $4.13M | 2.5% | +2.8% | 0.157% | |
10/24/2024 | J.W. Cole Advisors Inc. | 66,678 | $1.41M | 0.1% | +28.4% | 0.053% | |
10/24/2024 | Benedict Financial Advisors Inc. | 29,563 | $624K | 0.1% | -12.0% | 0.024% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 184,760 | $3.90M | 0.0% | +13.7% | 0.148% | |
10/23/2024 | Allworth Financial LP | 4,670 | $99K | 0.0% | -60.4% | 0.004% | |
10/23/2024 | Sigma Investment Counselors Inc. | 13,622 | $288K | 0.0% | -6.6% | 0.011% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 31,145 | $658K | 0.5% | -19.6% | 0.024% | |
10/22/2024 | Courier Capital LLC | 120,824 | $2.55M | 0.2% | -0.9% | 0.095% | |
10/22/2024 | Foundry Financial Group Inc. | 14,438 | $305K | 0.2% | -8.1% | 0.011% | |
10/22/2024 | Altus Wealth Group LLC | 100,931 | $2.13M | 0.9% | -18.4% | 0.079% | |
10/22/2024 | Rebalance LLC | 351,014 | $7.41M | 0.5% | -5.3% | 0.275% | |
10/22/2024 | Blossom Wealth Management | 31,955 | $675K | 1.4% | -2.3% | 0.025% | |
10/22/2024 | Private Advisor Group LLC | 361,861 | $7.64M | 0.0% | -6.7% | 0.284% | |
10/22/2024 | Eastern Bank | 1,351,668 | $28.55M | 0.5% | -1.0% | 1.060% | |
10/21/2024 | Foundations Investment Advisors LLC | 30,518 | $645K | 0.0% | +60.2% | 0.024% | |
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10/21/2024 | Kaye Capital Management | 1,065,353 | $22.50M | 9.0% | -5.6% | 0.836% | |
10/21/2024 | Northwest Investment Counselors LLC | 1,736 | $37K | 0.0% | N/A | 0.001% | |
10/21/2024 | Denver Wealth Management Inc. | 41,869 | $884K | 0.4% | -59.3% | 0.033% | |
10/21/2024 | Trilogy Capital Inc. | 227,500 | $4.81M | 0.2% | +3.9% | 0.178% | |
10/21/2024 | Koss Olinger Consulting LLC | 49,671 | $1.05M | 0.1% | +1.1% | 0.039% | |
10/18/2024 | Resonant Capital Advisors LLC | 185,998 | $3.93M | 0.3% | -1.5% | 0.146% | |
10/18/2024 | Revolve Wealth Partners LLC | 22,165 | $468K | 0.1% | -27.7% | 0.017% | |
10/18/2024 | AA Financial Advisors LLC | 122,531 | $2.59M | 0.7% | +18.6% | 0.096% | |
10/18/2024 | Raymond James & Associates | 886,043 | $18.71M | 0.0% | -28.3% | 0.694% | |
10/18/2024 | Continuum Wealth Advisors LLC | 60,457 | $1.28M | 0.7% | +12.1% | 0.047% | |