1/29/2025 | AIFG Consultants Ltd. | 9,179 | $1.15M | 1.9% | -90.6% | 0.062% | |
1/29/2025 | POM Investment Strategies LLC | 41,791 | $5.22M | 3.9% | +2.4% | 0.283% | |
1/28/2025 | Kestra Private Wealth Services LLC | 51,399 | $6.42M | 0.1% | +6.6% | 0.348% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 250 | $31K | 0.0% | N/A | 0.002% | |
1/28/2025 | Barrett & Company Inc. | 4,794 | $599K | 0.3% | +2.8% | 0.033% | |
1/27/2025 | Silver Oak Securities Incorporated | 3,492 | $438K | 0.0% | N/A | 0.024% | |
1/27/2025 | Financial Advocates Investment Management | 1,924 | $240K | 0.0% | -5.8% | 0.013% | |
1/27/2025 | Choreo LLC | 31,311 | $3.91M | 0.1% | -3.2% | 0.212% | |
1/27/2025 | Stratos Wealth Partners LTD. | 10,172 | $1.27M | 0.0% | -10.0% | 0.069% | |
1/24/2025 | JP Wealth Management Inc. | 120,542 | $15.06M | 11.0% | N/A | 0.817% | |
|
1/24/2025 | Spire Wealth Management | 27,050 | $3.38M | 0.1% | N/A | 0.183% | |
1/24/2025 | DAVENPORT & Co LLC | 29,703 | $3.71M | 0.0% | -6.2% | 0.201% | |
1/24/2025 | Clear Creek Financial Management LLC | 21,811 | $2.73M | 0.3% | +20.8% | 0.148% | |
1/23/2025 | Luken Investment Analytics LLC | 15,341 | $1.92M | 0.9% | +2.1% | 0.104% | |
1/23/2025 | Strategic Blueprint LLC | 90,944 | $11.36M | 0.7% | +3.2% | 0.617% | |
1/23/2025 | Gateway Wealth Partners LLC | 11,298 | $1.41M | 0.4% | +1.1% | 0.077% | |
1/22/2025 | Foundations Investment Advisors LLC | 12,260 | $1.53M | 0.0% | -2.4% | 0.083% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 2,311 | $289K | 0.0% | -3.5% | 0.016% | |
1/21/2025 | Geneos Wealth Management Inc. | 29,734 | $3.72M | 0.1% | N/A | 0.200% | |
1/21/2025 | Atlas Private Wealth Advisors | 187,981 | $23.50M | 3.3% | -2.4% | 1.262% | |
1/21/2025 | Sachetta LLC | 9,938 | $1.24M | 0.5% | -5.0% | 0.067% | |
1/21/2025 | CX Institutional | 56,490 | $7.06M | 0.3% | +20.8% | 0.379% | |
1/17/2025 | Secure Asset Management LLC | 13,553 | $1.69M | 0.3% | +4.5% | 0.091% | |
1/17/2025 | Avior Wealth Management LLC | 550 | $69K | 0.0% | N/A | 0.004% | |
1/17/2025 | Janney Montgomery Scott LLC | 9,185 | $1.15M | 0.0% | +31.3% | 0.062% | |
1/16/2025 | Purus Wealth Management LLC | 8,337 | $1.04M | 0.4% | +150.2% | 0.056% | |
1/15/2025 | Arkadios Wealth Advisors | 13,629 | $1.70M | 0.1% | +10.1% | 0.091% | |
1/15/2025 | Merit Financial Group LLC | 5,398 | $675K | 0.0% | N/A | 0.036% | |
1/14/2025 | Park Avenue Securities LLC | 2,192 | $274K | 0.0% | +23.9% | 0.015% | |
1/13/2025 | Davis Investment Partners LLC | 46,566 | $5.82M | 2.5% | +1.9% | 0.313% | |
1/8/2025 | International Assets Investment Management LLC | 9,788 | $1.22M | 0.1% | N/A | 0.066% | |
1/8/2025 | Park National Corp OH | 3,921 | $490K | 0.0% | +24.6% | 0.026% | |
12/26/2024 | JPMorgan Chase & Co. | 99,452 | $12.48M | 0.0% | -2.5% | 0.648% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 20,652 | $2.57M | 0.1% | +3.6% | 0.135% | |
11/25/2024 | World Investment Advisors LLC | 3,899 | $489K | 0.0% | +2.7% | 0.025% | |
11/18/2024 | Sunbelt Securities Inc. | 3,093 | $388K | 0.0% | -13.8% | 0.020% | |
11/15/2024 | Frisch Financial Group Inc. | 66,084 | $8.29M | 2.5% | -2.3% | 0.431% | |
11/15/2024 | MML Investors Services LLC | 64,538 | $8.10M | 0.0% | +6.6% | 0.420% | |
11/15/2024 | Jane Street Group LLC | 19,591 | $2.46M | 0.0% | -43.0% | 0.128% | |
11/15/2024 | Stifel Financial Corp | 133,872 | $16.80M | 0.0% | +3.0% | 0.872% | |
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11/15/2024 | IronBridge Private Wealth LLC | 16,274 | $2.04M | 0.8% | N/A | 0.106% | |
11/15/2024 | HighTower Advisors LLC | 63,767 | $8.01M | 0.0% | -15.9% | 0.415% | |
11/15/2024 | Benjamin Edwards Inc. | 12,948 | $1.63M | 0.0% | N/A | 0.084% | |
11/14/2024 | Plotkin Financial Advisors LLC | 6,709 | $842K | 0.5% | N/A | 0.044% | |
11/14/2024 | Flow Traders U.S. LLC | 3,666 | $460K | 0.0% | N/A | 0.024% | |
11/14/2024 | Rockefeller Capital Management L.P. | 53,792 | $6.75M | 0.0% | -3.4% | 0.350% | |
11/13/2024 | Glenmede Trust Co. NA | 6,632 | $832K | 0.0% | -3.0% | 0.043% | |
11/13/2024 | FMR LLC | 3,666 | $460K | 0.0% | +12.0% | 0.024% | |
11/13/2024 | D.A. Davidson & CO. | 12,157 | $1.53M | 0.0% | -37.5% | 0.079% | |
11/13/2024 | Elios Financial Group Inc. | 45,838 | $5.75M | 2.7% | N/A | 0.299% | |
11/13/2024 | Private Trust Co. NA | 1,697 | $213K | 0.0% | -80.9% | 0.011% | |
11/12/2024 | Citigroup Inc. | 47,259 | $5.93M | 0.0% | +14.8% | 0.308% | |
11/9/2024 | LPL Financial LLC | 763,454 | $95.78M | 0.0% | -12.2% | 4.974% | |
11/8/2024 | Citizens Financial Group Inc. RI | 2,900 | $364K | 0.0% | N/A | 0.019% | |
11/8/2024 | Moors & Cabot Inc. | 8,122 | $1.02M | 0.1% | +35.1% | 0.053% | |
11/8/2024 | Darwin Wealth Management LLC | 52,230 | $6.55M | 1.8% | N/A | 0.340% | |
11/8/2024 | Kraft Davis & Associates LLC | 16,484 | $2.04M | 0.6% | +67.6% | 0.107% | |
11/8/2024 | PNC Financial Services Group Inc. | 37,986 | $4.77M | 0.0% | +2.9% | 0.247% | |
11/8/2024 | BIP Wealth LLC | 4,585 | $575K | 0.0% | -6.7% | 0.030% | |
11/8/2024 | Prospera Financial Services Inc | 32,504 | $4.08M | 0.1% | +12.3% | 0.212% | |
11/7/2024 | Thrivent Financial for Lutherans | 14,978 | $1.88M | 0.0% | +8.2% | 0.098% | |
11/5/2024 | Empower Advisory Group LLC | 1,635 | $205K | 0.0% | N/A | 0.011% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 2,735 | $343K | 0.0% | -7.9% | 0.018% | |
11/5/2024 | GSA Capital Partners LLP | 2,287 | $287K | 0.0% | +6.0% | 0.015% | |
11/5/2024 | Harbour Investments Inc. | 17,636 | $2.21M | 0.1% | -20.5% | 0.115% | |
11/4/2024 | Tyler Stone Wealth Management | 8,975 | $1.13M | 0.2% | +68.3% | 0.058% | |
11/4/2024 | Baker Avenue Asset Management LP | 19,027 | $2.39M | 0.1% | -5.6% | 0.124% | |
11/4/2024 | Sigma Planning Corp | 2,383 | $299K | 0.0% | -45.9% | 0.016% | |
11/2/2024 | Mach 1 Financial Group LLC | 18,370 | $2.30M | 1.4% | +8.5% | 0.120% | |
11/1/2024 | Atria Investments Inc | 6,132 | $769K | 0.0% | +6.5% | 0.040% | |
11/1/2024 | Assetmark Inc. | 490 | $61K | 0.0% | +36.5% | 0.003% | |
11/1/2024 | Crumly & Associates Inc. | 46,331 | $5.81M | 1.6% | -65.4% | 0.301% | |
10/31/2024 | Cozad Asset Management Inc. | 25,879 | $3.25M | 0.3% | +0.5% | 0.168% | |
10/29/2024 | Clear Creek Financial Management LLC | 18,054 | $2.27M | 0.3% | +3.5% | 0.117% | |
10/29/2024 | Key Financial Inc | 996 | $125K | 0.0% | +137.7% | 0.006% | |
10/29/2024 | Luken Investment Analytics LLC | 15,021 | $1.88M | 0.9% | +219.3% | 0.098% | |
10/28/2024 | Stephens Inc. AR | 13,023 | $1.63M | 0.0% | -0.8% | 0.085% | |
10/28/2024 | US Bancorp DE | 5,943 | $746K | 0.0% | -3.9% | 0.039% | |
10/25/2024 | Strategic Blueprint LLC | 88,151 | $11.06M | 0.7% | +9.7% | 0.572% | |
10/25/2024 | Gateway Wealth Partners LLC | 11,175 | $1.40M | 0.4% | -1.0% | 0.073% | |
10/24/2024 | Washburn Capital Management Inc. | 1,813 | $227K | 0.2% | -30.0% | 0.012% | |
10/24/2024 | Barrett & Company Inc. | 4,663 | $585K | 0.3% | +2.3% | 0.030% | |
10/24/2024 | Peterson Wealth Advisors LLC | 2,390 | $300K | 0.1% | -12.5% | 0.016% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,378 | $1.18M | 0.0% | +17.7% | 0.061% | |
10/24/2024 | Arkadios Wealth Advisors | 12,378 | $1.55M | 0.1% | +218.0% | 0.080% | |
10/23/2024 | Burke & Herbert Bank & Trust Co. | 13,753 | $1.73M | 0.4% | -4.0% | 0.089% | |
10/22/2024 | Private Advisor Group LLC | 49,056 | $6.15M | 0.0% | +4.2% | 0.319% | |
10/22/2024 | Signaturefd LLC | 586 | $73K | 0.0% | +29.9% | 0.004% | |
10/21/2024 | Foundations Investment Advisors LLC | 12,561 | $1.58M | 0.0% | -1.2% | 0.082% | |
10/21/2024 | AIFG Consultants Ltd. | 97,385 | $12.22M | 9.3% | -0.9% | 0.632% | |
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10/19/2024 | Cyndeo Wealth Partners LLC | 2,395 | $300K | 0.0% | -55.4% | 0.016% | |
10/18/2024 | Raymond James & Associates | 782,159 | $98.12M | 0.1% | -0.1% | 5.079% | |
10/18/2024 | KMG Fiduciary Partners LLC | 1,913 | $240K | 0.0% | N/A | 0.012% | |
10/17/2024 | Richard W. Paul & Associates LLC | 13,577 | $1.70M | 0.6% | -5.8% | 0.088% | |
10/16/2024 | Secure Asset Management LLC | 12,974 | $1.63M | 0.3% | +3.5% | 0.084% | |
10/16/2024 | Good Life Advisors LLC | 245,248 | $30.77M | 1.9% | +103.6% | 1.587% | |
10/11/2024 | Creative Planning | 2,610 | $327K | 0.0% | -10.0% | 0.017% | |
10/11/2024 | CX Institutional | 46,765 | $5.87M | 0.3% | +6.7% | 0.303% | |
10/11/2024 | Affinity Wealth Management LLC | 1,966 | $247K | 0.0% | -14.2% | 0.013% | |
10/10/2024 | Valeo Financial Advisors LLC | 2,267 | $284K | 0.0% | -4.2% | 0.015% | |