1/17/2025 | Apeiron RIA LLC | 7,427 | $1.40M | 0.4% | -5.1% | 0.037% | |
1/17/2025 | Secure Asset Management LLC | 7,868 | $1.48M | 0.2% | +4.4% | 0.039% | |
1/17/2025 | Avior Wealth Management LLC | 2,693 | $507K | 0.0% | -7.3% | 0.013% | |
1/17/2025 | MinichMacGregor Wealth Management LLC | 26,758 | $5.04M | 1.0% | +3.3% | 0.132% | |
1/17/2025 | Mutual Advisors LLC | 1,079 | $208K | 0.0% | N/A | 0.005% | |
1/17/2025 | Janney Montgomery Scott LLC | 115,401 | $21.73M | 0.1% | +6.7% | 0.570% | |
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1/17/2025 | Atomi Financial Group Inc. | 2,797 | $527K | 0.0% | +5.9% | 0.014% | |
1/16/2025 | Royal Fund Management LLC | 2,465 | $465K | 0.0% | -53.1% | 0.012% | |
1/16/2025 | Tudor Financial Inc. | 5,697 | $1.07M | 0.6% | +1.9% | 0.028% | |
1/16/2025 | Diversify Wealth Management LLC | 1,940 | $366K | 0.0% | N/A | 0.010% | |
1/15/2025 | TCP Asset Management LLC | 2,343 | $441K | 0.1% | -11.9% | 0.012% | |
1/15/2025 | HB Wealth Management LLC | 1,527 | $288K | 0.0% | +39.2% | 0.008% | |
1/15/2025 | Merit Financial Group LLC | 1,269 | $239K | 0.0% | N/A | 0.006% | |
1/14/2025 | Park Avenue Securities LLC | 6,138 | $1.16M | 0.0% | +67.0% | 0.030% | |
1/13/2025 | Davis Investment Partners LLC | 5,693 | $1.08M | 0.5% | +27.1% | 0.028% | |
1/13/2025 | Claro Advisors LLC | 1,641 | $309K | 0.0% | -4.0% | 0.008% | |
1/10/2025 | HBW Advisory Services LLC | 3,475 | $654K | 0.1% | +98.5% | 0.017% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 9,263 | $1.77M | 0.0% | +9.0% | 0.046% | |
1/8/2025 | International Assets Investment Management LLC | 6,742 | $1.27M | 0.1% | -99.8% | 0.033% | |
12/26/2024 | JPMorgan Chase & Co. | 166,541 | $31.86M | 0.0% | +0.0% | 0.816% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 4,047 | $770K | 0.0% | -12.5% | 0.020% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 32,060 | $6.13M | 2.4% | -1.2% | 0.157% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 476 | $91K | 0.0% | N/A | 0.002% | |
11/25/2024 | Sfmg LLC | 23,008 | $4.40M | 0.4% | -0.2% | 0.113% | |
11/25/2024 | World Investment Advisors LLC | 20,834 | $3.99M | 0.1% | N/A | 0.102% | |
11/25/2024 | Sanctuary Advisors LLC | 2,800 | $551K | 0.0% | +37.4% | 0.014% | |
11/21/2024 | Tudor Financial Inc. | 5,589 | $1.07M | 0.7% | N/A | 0.027% | |
11/20/2024 | Virtu Financial LLC | 80,277 | $15.36M | 0.8% | N/A | 0.394% | |
11/18/2024 | Cresta Advisors Ltd. | 2,000 | $383K | 0.2% | N/A | 0.010% | |
11/15/2024 | Continuum Advisory LLC | 519 | $101K | 0.0% | -91.7% | 0.003% | |
11/15/2024 | MML Investors Services LLC | 23,523 | $4.50M | 0.0% | -0.8% | 0.115% | |
11/15/2024 | Delos Wealth Advisors LLC | 11,079 | $2.12M | 1.8% | +5.7% | 0.054% | |
11/15/2024 | Orion Portfolio Solutions LLC | 1,753 | $335K | 0.0% | -46.5% | 0.009% | |
11/15/2024 | EP Wealth Advisors LLC | 79,739 | $15.26M | 0.1% | +3,689.9% | 0.391% | |
11/15/2024 | Insigneo Advisory Services LLC | 1,242 | $238K | 0.0% | -32.3% | 0.006% | |
11/15/2024 | Stifel Financial Corp | 55,813 | $10.68M | 0.0% | -4.8% | 0.274% | |
11/15/2024 | Miller Investment Management LP | 83,251 | $15.93M | 1.7% | -2.8% | 0.408% | |
11/15/2024 | IHT Wealth Management LLC | 6,722 | $1.28M | 0.0% | +52.8% | 0.033% | |
11/15/2024 | Integrated Wealth Concepts LLC | 78,318 | $14.98M | 0.2% | +14.7% | 0.384% | |
11/15/2024 | HighTower Advisors LLC | 13,996 | $2.68M | 0.0% | +0.4% | 0.069% | |
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11/15/2024 | Benjamin Edwards Inc. | 73,272 | $14.02M | 0.2% | +7,392.0% | 0.359% | |
11/14/2024 | Plotkin Financial Advisors LLC | 10,455 | $2M | 1.2% | N/A | 0.051% | |
11/14/2024 | Flow Traders U.S. LLC | 17,838 | $3.41M | 0.2% | N/A | 0.087% | |
11/14/2024 | Captrust Financial Advisors | 13,523 | $2.59M | 0.0% | +129.3% | 0.066% | |
11/14/2024 | Capstone Investment Advisors LLC | 4,974 | $952K | 0.0% | N/A | 0.024% | |
11/14/2024 | Rockefeller Capital Management L.P. | 16,528 | $3.16M | 0.0% | +4.5% | 0.081% | |
11/14/2024 | CreativeOne Wealth LLC | 2,824 | $540K | 0.0% | +74.6% | 0.014% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 12,936 | $2.48M | 0.2% | -9.6% | 0.063% | |
11/13/2024 | BNP Paribas Financial Markets | 100,000 | $19.13M | 0.0% | N/A | 0.490% | |
11/13/2024 | FMR LLC | 6,407 | $1.23M | 0.0% | +4.9% | 0.031% | |
11/13/2024 | D.A. Davidson & CO. | 45,075 | $8.62M | 0.1% | +0.2% | 0.221% | |
11/13/2024 | Diversified LLC | 7,558 | $1.45M | 0.2% | -3.3% | 0.037% | |
11/12/2024 | MGB Wealth Management LLC | 16,526 | $3.16M | 1.1% | -14.9% | 0.081% | |
11/12/2024 | Cerity Partners LLC | 3,550 | $679K | 0.0% | +26.2% | 0.017% | |
11/12/2024 | Great Valley Advisor Group Inc. | 30,630 | $5.86M | 0.1% | -23.4% | 0.150% | |
11/12/2024 | Leelyn Smith LLC | 2,249 | $430K | 0.1% | N/A | 0.011% | |
11/12/2024 | Citigroup Inc. | 111,935 | $21.41M | 0.0% | +130.3% | 0.549% | |
11/12/2024 | Raymond James Trust N.A. | 2,478 | $474K | 0.0% | -11.0% | 0.012% | |
11/12/2024 | L & S Advisors Inc | 1,872 | $358K | 0.0% | +4.7% | 0.009% | |
11/9/2024 | LPL Financial LLC | 554,826 | $106.14M | 0.0% | -4.0% | 2.720% | |
11/8/2024 | Moors & Cabot Inc. | 1,960 | $375K | 0.0% | -9.5% | 0.010% | |
11/8/2024 | Darwin Wealth Management LLC | 782 | $150K | 0.0% | N/A | 0.004% | |
11/8/2024 | MTM Investment Management LLC | 15,258 | $2.93M | 1.1% | -1.4% | 0.075% | |
11/8/2024 | Kraft Davis & Associates LLC | 19,976 | $3.72M | 1.1% | +4.7% | 0.098% | |
11/8/2024 | Avior Wealth Management LLC | 2,905 | $556K | 0.0% | -4.0% | 0.014% | |
11/8/2024 | PNC Financial Services Group Inc. | 9,806 | $1.88M | 0.0% | +5.4% | 0.048% | |
11/8/2024 | Prospera Financial Services Inc | 11,959 | $2.29M | 0.1% | +26.5% | 0.059% | |
11/7/2024 | Napa Wealth Management | 5,227 | $1M | 0.5% | -8.8% | 0.026% | |
11/7/2024 | MAI Capital Management | 5,728 | $1.10M | 0.0% | -19.8% | 0.028% | |
11/7/2024 | Claro Advisors LLC | 1,710 | $327K | 0.0% | +10.3% | 0.008% | |
11/6/2024 | Valley Wealth Managers Inc. | 158 | $30K | 0.0% | N/A | 0.001% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 5,253 | $1.01M | 0.0% | -3.2% | 0.026% | |
11/6/2024 | Oak Harbor Wealth Partners LLC | 2,140 | $409K | 0.1% | -14.4% | 0.010% | |
11/6/2024 | OneDigital Investment Advisors LLC | 49,935 | $9.55M | 0.1% | -2.8% | 0.245% | |
11/6/2024 | Kovack Advisors Inc. | 2,587 | $495K | 0.1% | -4.6% | 0.013% | |
11/6/2024 | Oppenheimer & Co. Inc. | 28,976 | $5.54M | 0.1% | -9.3% | 0.142% | |
11/5/2024 | First Heartland Consultants Inc. | 3,028 | $579K | 0.1% | +6.4% | 0.015% | |
11/5/2024 | Proactive Wealth Strategies LLC | 13,821 | $2.64M | 1.5% | N/A | 0.068% | |
11/5/2024 | GSA Capital Partners LLP | 2,690 | $515K | 0.0% | -6.8% | 0.013% | |
11/5/2024 | Harbour Investments Inc. | 26,381 | $5.05M | 0.2% | -0.6% | 0.129% | |
11/5/2024 | Apollon Wealth Management LLC | 4,926 | $942K | 0.0% | -1.2% | 0.024% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 3,134 | $600K | 0.0% | +18.0% | 0.015% | |
11/4/2024 | Tyler Stone Wealth Management | 4,538 | $868K | 0.2% | +100.0% | 0.022% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 8,333 | $1.59M | 0.0% | -14.1% | 0.041% | |
11/4/2024 | Sigma Planning Corp | 3,097 | $592K | 0.0% | +2.9% | 0.015% | |
11/1/2024 | Atria Investments Inc | 16,782 | $3.21M | 0.0% | +19.4% | 0.082% | |
11/1/2024 | Assetmark Inc. | 19,361 | $3.70M | 0.0% | +78.0% | 0.095% | |
10/31/2024 | Concurrent Investment Advisors LLC | 9,267 | $1.77M | 0.1% | -1.2% | 0.045% | |
10/30/2024 | Financial Partners Group Inc | 8,703 | $1.67M | 0.2% | -0.9% | 0.043% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 25,891 | $4.95M | 1.1% | -0.7% | 0.127% | |
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10/30/2024 | United Advisor Group LLC | 2,157 | $413K | 0.1% | +54.7% | 0.011% | |
10/30/2024 | Capital Wealth Alliance LLC | 2,366 | $453K | 0.3% | -26.1% | 0.012% | |
10/30/2024 | World Equity Group Inc. | 1,271 | $243K | 0.1% | -71.3% | 0.006% | |
10/29/2024 | Janney Montgomery Scott LLC | 108,178 | $20.70M | 0.1% | -2.3% | 0.529% | |
10/29/2024 | Clear Creek Financial Management LLC | 2,043 | $391K | 0.0% | +22.1% | 0.010% | |
10/29/2024 | Realta Investment Advisors | 2,428 | $485K | 0.2% | -18.0% | 0.012% | |
10/29/2024 | Chicago Partners Investment Group LLC | 5,170 | $978K | 0.0% | +7.9% | 0.025% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 2,623 | $502K | 0.0% | +45.1% | 0.013% | |
10/28/2024 | Focus Financial Network Inc. | 14,225 | $2.72M | 0.1% | +2.8% | 0.070% | |
10/28/2024 | Bank Hapoalim BM | 3,311 | $633K | 0.1% | -8.6% | 0.016% | |