4/4/2025 | Quent Capital LLC | 449,669 | $6.13M | 0.6% | +1.6% | 0.126% | |
4/4/2025 | Farmers Trust Co. | 13,494 | $184K | 0.0% | N/A | 0.004% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,107,249 | $14.38M | 0.0% | +5.9% | 0.337% | |
3/3/2025 | Cim LLC | 193,400 | $2.51M | 0.4% | -44.6% | 0.055% | |
2/26/2025 | Discipline Wealth Solutions LLC | 19,262 | $250K | 0.1% | +4.6% | 0.006% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 298,467 | $3.88M | 0.1% | +1.8% | 0.091% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 172,533 | $2.24M | 0.3% | N/A | 0.052% | |
2/18/2025 | 49 Wealth Management LLC | 28,133 | $365K | 0.1% | -97.7% | 0.009% | |
2/18/2025 | Continuum Advisory LLC | 86,524 | $1.12M | 0.1% | -6.5% | 0.026% | |
2/18/2025 | Vanguard Capital Wealth Advisors | 11,300 | $147K | 0.2% | -18.4% | 0.003% | |
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2/17/2025 | Wellington Wealth Strategies LLC. | 44,280 | $602K | 0.6% | +19.8% | 0.013% | |
2/17/2025 | Vident Advisory LLC | 1,126,423 | $14.63M | 0.3% | N/A | 0.342% | |
2/17/2025 | Visionary Wealth Advisors | 148,787 | $1.93M | 0.1% | +54.4% | 0.045% | |
2/17/2025 | Focus Partners Wealth | 17,818 | $244K | 0.0% | -94.4% | 0.005% | |
2/17/2025 | Fairview Capital Investment Management LLC | 448,538 | $5.83M | 0.3% | +56.3% | 0.136% | |
2/17/2025 | Fiduciary Trust Co | 16,942 | $220K | 0.0% | N/A | 0.005% | |
2/17/2025 | CoreCap Advisors LLC | 124,978 | $1.62M | 0.1% | -37.0% | 0.038% | |
2/17/2025 | Cetera Investment Advisers | 362,311 | $4.71M | 0.0% | +6.9% | 0.110% | |
2/17/2025 | BOKF NA | 4,280 | $58K | 0.0% | N/A | 0.001% | |
2/17/2025 | Captrust Financial Advisors | 32,802 | $426K | 0.0% | -50.4% | 0.010% | |
2/17/2025 | Cary Street Partners Financial LLC | 10,736 | $139K | 0.0% | N/A | 0.003% | |
2/17/2025 | Baird Financial Group Inc. | 121,845 | $1.58M | 0.0% | -44.8% | 0.037% | |
2/17/2025 | Bank of America Corp DE | 5,342,032 | $69.39M | 0.0% | -15.9% | 1.624% | |
2/17/2025 | BNP Paribas Financial Markets | 1,405,000 | $18.25M | 0.0% | -32.3% | 0.427% | |
2/17/2025 | Ameriprise Financial Inc. | 16,290 | $212K | 0.0% | +43.3% | 0.005% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 16,891 | $219K | 0.0% | -49.1% | 0.005% | |
2/14/2025 | Keel Point LLC | 17,990 | $234K | 0.0% | N/A | 0.005% | |
2/14/2025 | Jane Street Group LLC | 1,469,310 | $19.09M | 0.0% | +3,724.9% | 0.447% | |
2/14/2025 | The Manufacturers Life Insurance Company | 2,231,234 | $28.98M | 0.0% | +81.9% | 0.678% | |
2/14/2025 | SCS Capital Management LLC | 1,934,443 | $25.13M | 0.5% | +1.7% | 0.588% | |
2/14/2025 | Two Sigma Securities LLC | 70,085 | $910K | 0.1% | N/A | 0.021% | |
2/14/2025 | Hancock Whitney Corp | 539,345 | $7.01M | 0.2% | +39.7% | 0.164% | |
2/14/2025 | MGO One Seven LLC | 145,766 | $1.89M | 0.1% | +10.2% | 0.044% | |
2/14/2025 | Steel Grove Capital Advisors LLC | 128,129 | $1.66M | 0.2% | -62.7% | 0.039% | |
2/14/2025 | Canal Capital Management LLC | 92,947 | $1.21M | 0.2% | +116.5% | 0.028% | |
2/14/2025 | OneDigital Investment Advisors LLC | 10,567 | $137K | 0.0% | -25.2% | 0.003% | |
2/14/2025 | Optivise Advisory Services LLC | 15,612 | $203K | 0.1% | N/A | 0.005% | |
2/14/2025 | Tower Research Capital LLC TRC | 10,599 | $138K | 0.0% | +658.7% | 0.003% | |
2/14/2025 | Transce3nd LLC | 4,900 | $64K | 0.0% | N/A | 0.001% | |
2/14/2025 | MML Investors Services LLC | 705,086 | $9.16M | 0.0% | -47.3% | 0.214% | |
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2/14/2025 | Freedom Investment Management Inc. | 90,149 | $1.17M | 0.1% | -1.1% | 0.027% | |
2/14/2025 | GeoWealth Management LLC | 12,337 | $160K | 0.0% | -97.2% | 0.004% | |
2/13/2025 | Zacks Investment Management | 129,660 | $1.68M | 0.0% | +0.6% | 0.039% | |
2/13/2025 | NewEdge Advisors LLC | 22,979 | $298K | 0.0% | +13.8% | 0.007% | |
2/13/2025 | Regal Investment Advisors LLC | 34,984 | $454K | 0.0% | -18.7% | 0.011% | |
2/13/2025 | Integrity Wealth Advisors Inc. | 44,962 | $584K | 0.4% | N/A | 0.014% | |
2/13/2025 | Montag & Caldwell LLC | 3,256 | $42K | 0.0% | N/A | 0.001% | |
2/13/2025 | XTX Topco Ltd | 13,428 | $174K | 0.0% | N/A | 0.004% | |
2/13/2025 | Belpointe Asset Management LLC | 79,809 | $1.07M | 0.1% | +545.2% | 0.024% | |
2/13/2025 | CreativeOne Wealth LLC | 179,816 | $2.34M | 0.1% | -0.6% | 0.055% | |
2/13/2025 | Townsquare Capital LLC | 45,535 | $591K | 0.0% | -14.6% | 0.014% | |
2/13/2025 | Fortis Capital Advisors LLC | 67,899 | $906K | 0.3% | N/A | 0.021% | |
2/13/2025 | Rockefeller Capital Management L.P. | 111,472 | $1.45M | 0.0% | -11.2% | 0.034% | |
2/13/2025 | Elios Financial Group Inc. | 10,159 | $132K | 0.1% | N/A | 0.003% | |
2/13/2025 | Scotia Capital Inc. | 132,597 | $1.72M | 0.0% | +16.8% | 0.040% | |
2/13/2025 | TRUE Private Wealth Advisors | 11,780 | $153K | 0.0% | N/A | 0.004% | |
2/13/2025 | Raymond James Financial Inc. | 277,316 | $3.60M | 0.0% | N/A | 0.084% | |
2/13/2025 | Faithward Advisors LLC | 583,459 | $7.58M | 1.3% | +1.5% | 0.177% | |
2/13/2025 | Advisory Services Network LLC | 23,003 | $299K | 0.0% | -40.6% | 0.007% | |
2/13/2025 | Sand Hill Global Advisors LLC | 40,815 | $530K | 0.0% | +71.9% | 0.012% | |
2/13/2025 | Renaissance Technologies LLC | 121,062 | $1.57M | 0.0% | N/A | 0.037% | |
2/13/2025 | Invesco Ltd. | 37,893 | $492K | 0.0% | -2.7% | 0.012% | |
2/13/2025 | Cerity Partners LLC | 173,265 | $2.25M | 0.0% | +35.0% | 0.053% | |
2/13/2025 | Envestnet Asset Management Inc. | 4,027,395 | $52.32M | 0.0% | -6.9% | 1.224% | |
2/13/2025 | Oarsman Capital Inc. | 250,576 | $3.26M | 0.6% | -9.5% | 0.076% | |
2/13/2025 | Wells Fargo & Company MN | 121,584,516 | $1.58B | 0.4% | -3.5% | 36.956% | |
2/13/2025 | Prudential PLC | 20,500 | $266K | 0.0% | -12.5% | 0.006% | |
2/12/2025 | Arete Wealth Advisors LLC | 295,330 | $3.84M | 0.3% | +1.6% | 0.090% | |
2/12/2025 | Alliancebernstein L.P. | 376,900 | $4.90M | 0.0% | -30.1% | 0.115% | |
2/12/2025 | Bedell Frazier Investment Counselling LLC | 658,519 | $8.55M | 2.1% | +72.8% | 0.200% | |
2/12/2025 | FSB Premier Wealth Management Inc. | 42,211 | $548K | 0.2% | +2.0% | 0.013% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 102,599 | $1.33M | 0.1% | -11.1% | 0.031% | |
2/12/2025 | Orion Portfolio Solutions LLC | 35,913 | $467K | 0.0% | +3.6% | 0.011% | |
2/12/2025 | Nomura Asset Management Co. Ltd. | 250,900 | $3.26M | 0.0% | -30.7% | 0.076% | |
2/12/2025 | Blair William & Co. IL | 64,871 | $843K | 0.0% | -1.2% | 0.020% | |
2/12/2025 | JPMorgan Chase & Co. | 194,503 | $2.53M | 0.0% | -61.6% | 0.059% | |
2/12/2025 | Ausdal Financial Partners Inc. | 181,093 | $2.35M | 0.2% | -28.1% | 0.055% | |
2/12/2025 | Private Harbour Investment Management & Counsel LLC | 379,314 | $4.93M | 5.4% | -8.6% | 0.115% | |
2/11/2025 | Congress Wealth Management LLC DE | 127,257 | $1.65M | 0.0% | +13.3% | 0.039% | |
2/11/2025 | LPL Financial LLC | 5,296,295 | $68.80M | 0.0% | +89.1% | 1.610% | |
2/11/2025 | ZEGA Investments LLC | 31,639 | $427K | 0.1% | N/A | 0.010% | |
2/11/2025 | SigFig Wealth Management LLC | 6,503,133 | $84.09M | 3.0% | +8.5% | 1.977% | |
2/11/2025 | GM Advisory Group LLC | 2,155,404 | $28.00M | 1.5% | -2.7% | 0.655% | |
2/11/2025 | Stokes Family Office LLC | 41,906 | $544K | 0.1% | -10.6% | 0.013% | |
2/11/2025 | North Forty Two & Co. | 16,725 | $217K | 0.3% | N/A | 0.005% | |
2/11/2025 | FreeGulliver LLC | 48,526 | $630K | 0.3% | +9.5% | 0.015% | |
2/10/2025 | Thrivent Financial for Lutherans | 11,678 | $152K | 0.0% | -6.0% | 0.004% | |
2/10/2025 | Axxcess Wealth Management LLC | 203,351 | $2.64M | 0.1% | +609.0% | 0.062% | |
2/10/2025 | Addison Capital Co | 14,089 | $183K | 0.1% | -12.1% | 0.004% | |
2/10/2025 | SlateStone Wealth LLC | 22,066 | $287K | 0.0% | N/A | 0.007% | |
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2/10/2025 | Harbour Investments Inc. | 21,986 | $286K | 0.0% | +9.5% | 0.007% | |
2/10/2025 | Corient Private Wealth LLC | 14,862 | $193K | 0.0% | -46.6% | 0.005% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 43,607 | $566K | 0.0% | +7.1% | 0.013% | |
2/10/2025 | Commonwealth Equity Services LLC | 291,654 | $3.79M | 0.0% | -9.6% | 0.089% | |
2/10/2025 | Wintrust Investments LLC | 19,682 | $255K | 0.2% | +10.5% | 0.006% | |
2/10/2025 | LFA Lugano Financial Advisors SA | 315,734 | $4.10M | 2.7% | -0.5% | 0.096% | |
2/10/2025 | Avantax Advisory Services Inc. | 67,135 | $872K | 0.0% | -6.4% | 0.020% | |
2/10/2025 | EverSource Wealth Advisors LLC | 4,164 | $54K | 0.0% | -35.8% | 0.001% | |
2/7/2025 | Sequoia Financial Advisors LLC | 15,640 | $203K | 0.0% | N/A | 0.005% | |
2/7/2025 | HighTower Advisors LLC | 553,929 | $7.20M | 0.0% | +372.9% | 0.168% | |