1/17/2025 | Madrona Financial Services LLC | 32,075 | $4.24M | 1.2% | +786.5% | 0.066% | |
1/17/2025 | Avior Wealth Management LLC | 7,386 | $977K | 0.0% | +128.7% | 0.015% | |
1/17/2025 | Beacon Investment Advisory Services Inc. | 2,150 | $284K | 0.0% | -8.5% | 0.004% | |
1/17/2025 | Mutual Advisors LLC | 9,300 | $1.24M | 0.0% | -3.1% | 0.019% | |
1/17/2025 | Traynor Capital Management Inc. | 22,959 | $3.04M | 0.2% | -8.2% | 0.047% | |
1/17/2025 | Independent Wealth Network Inc. | 3,532 | $467K | 0.2% | -3.0% | 0.007% | |
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1/17/2025 | Janney Montgomery Scott LLC | 64,265 | $8.50M | 0.0% | -6.0% | 0.132% | |
1/17/2025 | SG Americas Securities LLC | 14,973 | $1.98M | 0.0% | -5.0% | 0.031% | |
1/17/2025 | Evolution Wealth Advisors LLC | 23,688 | $3.13M | 0.5% | +5.1% | 0.049% | |
1/17/2025 | Magnus Financial Group LLC | 12,967 | $1.71M | 0.2% | +0.8% | 0.027% | |
1/17/2025 | Daymark Wealth Partners LLC | 1,529 | $202K | 0.0% | -4.7% | 0.003% | |
1/17/2025 | Finley Financial LLC | 675 | $90K | 0.0% | N/A | 0.001% | |
1/17/2025 | Albion Financial Group UT | 128,698 | $17.02M | 1.2% | -1.0% | 0.265% | |
1/17/2025 | Dakota Wealth Management | 16,230 | $2.15M | 0.0% | -6.9% | 0.033% | |
1/17/2025 | Proquility Private Wealth Partners LLC | 22,426 | $2.97M | 1.0% | -0.7% | 0.046% | |
1/17/2025 | Bourgeon Capital Management LLC | 4,218 | $558K | 0.1% | +7.8% | 0.009% | |
1/17/2025 | Howard Capital Management Group LLC | 43,512 | $5.75M | 0.4% | -0.2% | 0.090% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 5,380 | $711K | 0.0% | -2.7% | 0.011% | |
1/17/2025 | Chesley Taft & Associates LLC | 26,698 | $3.53M | 0.2% | -18.0% | 0.055% | |
1/16/2025 | Tudor Financial Inc. | 2,947 | $390K | 0.2% | +5.9% | 0.006% | |
1/16/2025 | Regent Peak Wealth Advisors LLC | 2,005 | $265K | 0.1% | -5.7% | 0.004% | |
1/16/2025 | Harbor Investment Advisory LLC | 1,704 | $225K | 0.0% | -15.4% | 0.004% | |
1/16/2025 | Mechanics Bank Trust Department | 2,400 | $317K | 0.0% | -20.0% | 0.005% | |
1/16/2025 | Perkins Coie Trust Co | 23,137 | $3.06M | 0.7% | -5.4% | 0.048% | |
1/15/2025 | Triangle Securities Wealth Management | 3,196 | $423K | 0.1% | -4.4% | 0.007% | |
1/15/2025 | Ameritas Advisory Services LLC | 29,094 | $3.85M | 0.1% | +9.4% | 0.060% | |
1/15/2025 | HB Wealth Management LLC | 2,385 | $315K | 0.0% | -5.9% | 0.005% | |
1/15/2025 | Folger Nolan Fleming Douglas Capital Management Inc. | 65,260 | $8.63M | 0.9% | -2.1% | 0.135% | |
1/15/2025 | Merit Financial Group LLC | 16,956 | $2.24M | 0.0% | -4.6% | 0.035% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 10,540 | $1.39M | 0.0% | -4.7% | 0.022% | |
1/15/2025 | Empirical Asset Management LLC | 13,731 | $1.82M | 0.1% | -6.3% | 0.028% | |
1/15/2025 | Sicart Associates LLC | 46,041 | $6.09M | 2.2% | -3.0% | 0.095% | |
1/15/2025 | Mirador Capital Partners LP | 29,698 | $3.93M | 0.7% | +0.6% | 0.061% | |
1/14/2025 | HCR Wealth Advisors | 3,061 | $405K | 0.1% | -71.4% | 0.006% | |
1/14/2025 | Rockingstone Advisors LLC | 6,063 | $802K | 0.4% | -26.8% | 0.012% | |
1/14/2025 | Clarus Wealth Advisors | 11,383 | $1.53M | 0.8% | +1.4% | 0.023% | |
1/14/2025 | Acropolis Investment Management LLC | 7,528 | $995K | 0.1% | -4.0% | 0.015% | |
1/14/2025 | Pines Wealth Management LLC | 2,391 | $317K | 0.1% | N/A | 0.005% | |
1/14/2025 | SeaCrest Wealth Management LLC | 3,233 | $427K | 0.0% | -68.3% | 0.007% | |
1/14/2025 | Sovereign Financial Group Inc. | 4,988 | $659K | 0.2% | -12.7% | 0.010% | |
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1/14/2025 | KWB Wealth | 3,200 | $466K | 0.1% | -22.8% | 0.007% | |
1/14/2025 | Sharper & Granite LLC | 6,250 | $826K | 0.4% | +2.8% | 0.013% | |
1/13/2025 | Dale Q Rice Investment Management Ltd | 5,899 | $780K | 0.3% | N/A | 0.012% | |
1/13/2025 | Tsfg LLC | 472 | $62K | 0.0% | -58.2% | 0.001% | |
1/13/2025 | Marion Wealth Management | 19,766 | $2.61M | 0.7% | +2.8% | 0.041% | |
1/13/2025 | Courier Capital LLC | 2,637 | $349K | 0.0% | -68.4% | 0.005% | |
1/13/2025 | Miracle Mile Advisors LLC | 21,475 | $2.84M | 0.1% | +28.6% | 0.044% | |
1/13/2025 | Burns J W & Co. Inc. NY | 19,519 | $2.58M | 0.3% | -0.7% | 0.040% | |
1/13/2025 | Bar Harbor Wealth Management | 15,664 | $2.07M | 0.1% | +5.7% | 0.032% | |
1/13/2025 | Eastern Bank | 894 | $118K | 0.0% | +99.6% | 0.002% | |
1/13/2025 | Grassi Investment Management | 5,259 | $695K | 0.1% | -16.0% | 0.011% | |
1/13/2025 | JTC Employer Solutions Trustee Ltd | 1,107 | $146K | 0.0% | -50.0% | 0.002% | |
1/13/2025 | Capital Investment Advisors LLC | 10,449 | $1.38M | 0.0% | +1.0% | 0.022% | |
1/13/2025 | Brookstone Capital Management | 8,034 | $1.06M | 0.0% | -10.8% | 0.017% | |
1/13/2025 | City State Bank | 8,425 | $1.11M | 0.4% | -1.1% | 0.017% | |
1/13/2025 | Aprio Wealth Management LLC | 139,747 | $18.48M | 2.7% | N/A | 0.288% | |
1/10/2025 | Graypoint LLC | 1,779 | $235K | 0.0% | +10.3% | 0.004% | |
1/10/2025 | ORG Wealth Partners LLC | 975 | $129K | 0.0% | -41.7% | 0.002% | |
1/8/2025 | Cumberland Advisors Inc. | 74,073 | $9.79M | 3.9% | -3.7% | 0.151% | |
1/8/2025 | International Assets Investment Management LLC | 3,260 | $433K | 0.0% | N/A | 0.007% | |
1/7/2025 | Regent Peak Wealth Advisors LLC | 2,005 | $265K | 0.1% | -5.7% | 0.004% | |
1/7/2025 | Bank of New Hampshire | 2,712 | $359K | 0.1% | -6.0% | 0.006% | |
1/6/2025 | CWA Asset Management Group LLC | 2,890 | $382K | 0.0% | N/A | 0.006% | |
1/3/2025 | Modus Advisors LLC | 313 | $41K | 0.0% | N/A | 0.001% | |
12/26/2024 | JPMorgan Chase & Co. | 570,842 | $83.12M | 0.0% | -71.6% | 1.175% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 6,783 | $975K | 0.0% | -42.1% | 0.014% | |
12/11/2024 | 1ST Source Bank | 15,777 | $2.30M | 0.1% | -2.5% | 0.032% | |
11/27/2024 | Franklin Resources Inc. | 18,285 | $2.66M | 0.0% | +3.3% | 0.038% | |
11/26/2024 | Peapack Gladstone Financial Corp | 66,511 | $9.68M | 0.1% | -4.2% | 0.137% | |
11/25/2024 | Synovus Financial Corp | 10,777 | $1.57M | 0.0% | -1.5% | 0.022% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,809 | $263K | 0.0% | N/A | 0.004% | |
11/25/2024 | Sanctuary Advisors LLC | 58,499 | $8.07M | 0.1% | -8.9% | 0.118% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 4,956 | $722K | 0.0% | -26.0% | 0.010% | |
11/22/2024 | Sculati Wealth Management LLC | 11,530 | $1.58M | 0.6% | +21.0% | 0.024% | |
11/21/2024 | Anchor Investment Management LLC | 3,474 | $506K | 0.0% | -5.5% | 0.007% | |
11/21/2024 | Tudor Financial Inc. | 2,782 | $405K | 0.2% | N/A | 0.006% | |
11/21/2024 | Chelsea Counsel Co. | 4,880 | $711K | 0.4% | -13.0% | 0.010% | |
11/20/2024 | Westside Investment Management Inc. | 17,002 | $2.48M | 0.5% | +1.2% | 0.035% | |
11/18/2024 | Arete Wealth Advisors LLC | 1,910 | $277K | 0.0% | -8.6% | 0.004% | |
11/18/2024 | Sunbelt Securities Inc. | 670 | $97K | 0.0% | -25.6% | 0.001% | |
11/18/2024 | FRG Family Wealth Advisors LLC | 36,895 | $5.37M | 1.0% | -0.5% | 0.073% | |
11/15/2024 | M&T Bank Corp | 3,911 | $569K | 0.0% | -6.7% | 0.008% | |
11/15/2024 | Continuum Advisory LLC | 599 | $84K | 0.0% | -18.4% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 64,901 | $9.45M | 0.0% | -2.3% | 0.129% | |
11/15/2024 | Headinvest LLC | 4,383 | $638K | 0.1% | -4.9% | 0.009% | |
11/15/2024 | Main Management ETF Advisors LLC | 593,370 | $86.40M | 4.1% | +2.5% | 1.182% | |
11/15/2024 | Orion Portfolio Solutions LLC | 1,811 | $264K | 0.0% | -5.5% | 0.004% | |
11/15/2024 | National Bank of Canada FI | 4,124 | $600K | 0.0% | +5.9% | 0.008% | |
11/15/2024 | Glen Eagle Advisors LLC | 196 | $29K | 0.0% | -75.8% | 0.000% | |
11/15/2024 | EP Wealth Advisors LLC | 9,677 | $1.41M | 0.0% | +8.0% | 0.019% | |
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11/15/2024 | Kovitz Investment Group Partners LLC | 4,192 | $610K | 0.0% | +38.0% | 0.008% | |
11/15/2024 | Two Sigma Advisers LP | 155,699 | $22.67M | 0.1% | -45.4% | 0.310% | |
11/15/2024 | Stifel Financial Corp | 143,707 | $20.93M | 0.0% | -1.6% | 0.286% | |
11/15/2024 | Quantinno Capital Management LP | 1,679 | $244K | 0.0% | N/A | 0.003% | |
11/15/2024 | Pinnacle Family Advisors LLC | 22,987 | $3.35M | 1.7% | N/A | 0.046% | |
11/15/2024 | Maven Securities LTD | 15,363 | $2.24M | 0.0% | N/A | 0.031% | |
11/15/2024 | Miller Investment Management LP | 82,563 | $12.02M | 1.3% | -1.8% | 0.164% | |
11/15/2024 | IHT Wealth Management LLC | 4,758 | $691K | 0.0% | -29.2% | 0.009% | |
11/15/2024 | Ingalls & Snyder LLC | 1,599 | $233K | 0.0% | N/A | 0.003% | |
11/15/2024 | Integrated Wealth Concepts LLC | 10,320 | $1.50M | 0.0% | -4.7% | 0.021% | |