3/24/2025 | Fire Capital Management LLC | 31,570 | $1.86M | 1.4% | N/A | 0.002% | |
3/19/2025 | Northeast Planning Associates INC. NH | 4,491 | $265K | 0.3% | N/A | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,734,817 | $161.16M | 0.3% | +3.4% | 0.209% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 39,809 | $2.35M | 0.1% | +3.7% | 0.003% | |
3/3/2025 | American Investment Services Inc. | 3,948 | $233K | 0.0% | N/A | 0.000% | |
2/28/2025 | BridgePort Financial Solutions LLC | 69,855 | $4.35M | 2.0% | N/A | 0.005% | |
2/28/2025 | Brooklyn FI LLC | 159,760 | $9.42M | 1.5% | -0.4% | 0.012% | |
2/27/2025 | KMT Wealth Management LLC | 129,571 | $7.64M | 6.1% | N/A | 0.010% | |
2/27/2025 | XY Planning Network Inc. | 7,237 | $426K | 0.3% | N/A | 0.001% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 9,301 | $548K | 0.1% | N/A | 0.001% | |
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2/25/2025 | B. Riley Wealth Advisors Inc. | 12,813 | $755K | 0.0% | +12.1% | 0.001% | |
2/25/2025 | Integrated Advisors Network LLC | 14,160 | $834K | 0.0% | +5.0% | 0.001% | |
2/24/2025 | Great Valley Advisor Group Inc. | 62,684 | $3.69M | 0.1% | -7.7% | 0.005% | |
2/24/2025 | Ameriflex Group Inc. | 6,448 | $393K | 0.2% | N/A | 0.001% | |
2/21/2025 | Ascent Group LLC | 8,272 | $487K | 0.0% | -8.6% | 0.001% | |
2/21/2025 | Vermillion Wealth Management Inc. | 6,836 | $403K | 0.2% | N/A | 0.001% | |
2/20/2025 | Westfuller Advisors LLC | 24,895 | $1.47M | 0.9% | +1.7% | 0.002% | |
2/20/2025 | Drucker Wealth 3.0 LLC | 24,207 | $1.43M | 0.3% | -50.8% | 0.002% | |
2/19/2025 | Unconventional Investor LLC | 58,248 | $3.43M | 2.1% | +30.3% | 0.005% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 3,789 | $223K | 0.0% | N/A | 0.000% | |
2/18/2025 | BIP Alliance LLC | 12,359 | $728K | 0.3% | N/A | 0.001% | |
2/18/2025 | GTS Securities LLC | 3,969 | $234K | 0.0% | -50.3% | 0.000% | |
2/18/2025 | Vise Technologies Inc. | 3,616 | $213K | 0.0% | +9.8% | 0.000% | |
2/18/2025 | Connecticut Wealth Management LLC | 538,479 | $31.73M | 1.5% | -10.4% | 0.042% | |
2/18/2025 | City National Bank of Florida MSD | 4,011 | $236K | 0.2% | N/A | 0.000% | |
2/18/2025 | Pacific Center for Financial Services | 23,835 | $1.41M | 0.4% | +1.8% | 0.002% | |
2/18/2025 | McIlrath & Eck LLC | 3,466 | $204K | 0.0% | -55.9% | 0.000% | |
2/18/2025 | McCarthy Asset Management Inc. | 64,522 | $3.80M | 2.7% | +6.7% | 0.005% | |
2/18/2025 | Novem Group | 20,718 | $1.22M | 0.2% | N/A | 0.002% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 189,453 | $11.17M | 0.2% | +2.6% | 0.015% | |
2/18/2025 | First Heartland Consultants Inc. | 46,189 | $2.72M | 0.3% | +52.0% | 0.004% | |
2/18/2025 | Continuum Advisory LLC | 55,791 | $3.29M | 0.4% | -12.1% | 0.004% | |
2/18/2025 | Note Advisors LLC | 5,700 | $336K | 0.3% | N/A | 0.000% | |
2/18/2025 | Ames National Corp | 72,186 | $4.25M | 2.7% | N/A | 0.006% | |
2/18/2025 | NCM Capital Management LLC | 4,192 | $247K | 0.1% | N/A | 0.000% | |
2/18/2025 | Glen Eagle Advisors LLC | 1,336 | $79K | 0.0% | -41.7% | 0.000% | |
2/18/2025 | Principal Street Partners LLC | 63,726 | $3.76M | 0.7% | +1.0% | 0.005% | |
2/17/2025 | Waverly Advisors LLC | 252,509 | $14.88M | 0.2% | +454.3% | 0.020% | |
2/17/2025 | Willis Johnson & Associates Inc. | 4,019 | $237K | 0.0% | -7.1% | 0.000% | |
2/17/2025 | Vernal Point Advisors LLC | 45,672 | $2.69M | 1.8% | +8.3% | 0.004% | |
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2/17/2025 | Squarepoint Ops LLC | 9,088 | $536K | 0.0% | N/A | 0.001% | |
2/17/2025 | Tidal Investments LLC | 1,321,165 | $77.86M | 0.6% | +10.5% | 0.104% | |
2/17/2025 | Tolleson Wealth Management Inc. | 17,255 | $1.02M | 0.2% | -6.0% | 0.001% | |
2/17/2025 | Thornburg Investment Management Inc. | 4,755 | $280K | 0.0% | N/A | 0.000% | |
2/17/2025 | Salus Financial Advisors LLC | 4,300 | $253K | 0.2% | N/A | 0.000% | |
2/17/2025 | Second Line Capital LLC | 8,604 | $507K | 0.1% | N/A | 0.001% | |
2/17/2025 | Snowden Capital Advisors LLC | 4,225 | $249K | 0.0% | +5.0% | 0.000% | |
2/17/2025 | Royal Bank of Canada | 3,067,446 | $180.77M | 0.0% | +7.7% | 0.241% | |
2/17/2025 | Quantinno Capital Management LP | 36,119 | $2.13M | 0.0% | -12.4% | 0.003% | |
2/17/2025 | Pathstone Holdings LLC | 354,689 | $20.91M | 0.1% | -4.2% | 0.028% | |
2/17/2025 | NorthRock Partners LLC | 3,919 | $231K | 0.0% | N/A | 0.000% | |
2/17/2025 | Minot DeBlois Advisors LLC | 787 | $46K | 0.0% | N/A | 0.000% | |
2/17/2025 | LRI Investments LLC | 14,833 | $874K | 0.1% | +36.5% | 0.001% | |
2/17/2025 | Laird Norton Wetherby Trust Company LLC | 114,891 | $6.77M | 0.9% | +22.2% | 0.009% | |
2/17/2025 | Janus Henderson Group PLC | 2,330,013 | $137.31M | 0.1% | -2.1% | 0.183% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 82,507 | $4.86M | 0.4% | +1,329.2% | 0.006% | |
2/17/2025 | Gotham Asset Management LLC | 27,960 | $1.65M | 0.0% | N/A | 0.002% | |
2/17/2025 | Greenline Partners LLC | 388,152 | $22.87M | 3.2% | +9.4% | 0.030% | |
2/17/2025 | Focus Partners Wealth | 974,812 | $57.45M | 0.2% | -4.7% | 0.077% | |
2/17/2025 | First Manhattan CO. LLC. | 20,789 | $1.23M | 0.0% | +16.9% | 0.002% | |
2/17/2025 | Fiduciary Trust Co | 241,319 | $14.22M | 0.2% | +0.5% | 0.019% | |
2/17/2025 | Dunhill Financial LLC | 754 | $44K | 0.0% | N/A | 0.000% | |
2/17/2025 | EP Wealth Advisors LLC | 78,582 | $4.63M | 0.0% | +93.1% | 0.006% | |
2/17/2025 | Cornerstone Financial Group LLC NE | 67,812 | $4.00M | 3.9% | N/A | 0.005% | |
2/17/2025 | Cresset Asset Management LLC | 514,284 | $30.31M | 0.1% | -5.6% | 0.040% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 6,356,658 | $374.60M | 1.3% | +1.2% | 0.499% | |
2/17/2025 | Cetera Investment Advisers | 4,945,442 | $291.44M | 0.6% | -2.7% | 0.388% | |
2/17/2025 | BOKF NA | 58,399 | $3.40M | 0.1% | +70.8% | 0.005% | |
2/17/2025 | Captrust Financial Advisors | 1,511,323 | $89.06M | 0.3% | +3.3% | 0.119% | |
2/17/2025 | Cardiff Park Advisors LLC | 118,568 | $6.99M | 0.7% | +3.7% | 0.009% | |
2/17/2025 | Cary Street Partners Financial LLC | 4,066 | $240K | 0.0% | N/A | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 38,960 | $2.30M | 0.0% | -2.6% | 0.003% | |
2/17/2025 | Baldwin Investment Management LLC | 26,710 | $1.57M | 0.2% | +0.9% | 0.002% | |
2/17/2025 | Bank of America Corp DE | 22,465,750 | $1.32B | 0.1% | -5.3% | 1.764% | |
2/17/2025 | Benjamin Edwards Inc. | 9,263 | $546K | 0.0% | +44.0% | 0.001% | |
2/17/2025 | BIP Wealth LLC | 3,983 | $235K | 0.0% | +26.8% | 0.000% | |
2/17/2025 | BNP Paribas Financial Markets | 154,056 | $9.08M | 0.0% | +8.5% | 0.012% | |
2/17/2025 | Ameriprise Financial Inc. | 3,686,043 | $217.17M | 0.1% | +3.9% | 0.289% | |
2/17/2025 | Aptus Capital Advisors LLC | 94,771 | $5.59M | 0.1% | +1,315.8% | 0.007% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 469,527 | $27.67M | 0.1% | +101.4% | 0.037% | |
2/14/2025 | Keel Point LLC | 3,943 | $232K | 0.0% | +7.0% | 0.000% | |
2/14/2025 | FAS Wealth Partners Inc. | 5,173 | $305K | 0.0% | -7.4% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 4,385 | $258K | 0.0% | -99.9% | 0.000% | |
2/14/2025 | Headland Capital LLC | 60,000 | $3.54M | 1.2% | N/A | 0.005% | |
2/14/2025 | Rehmann Capital Advisory Group | 8,185 | $482K | 0.0% | -13.8% | 0.001% | |
2/14/2025 | WealthCollab LLC | 213,368 | $12.57M | 8.0% | +1.1% | 0.017% | |
2/14/2025 | Becker Capital Management Inc. | 5,651 | $333K | 0.0% | +6.9% | 0.000% | |
2/14/2025 | Comerica Bank | 643,963 | $37.95M | 0.2% | -3.0% | 0.051% | |
2/14/2025 | Valley Financial Group Inc. | 24,546 | $1.45M | 1.0% | +1.5% | 0.002% | |
2/14/2025 | Capstone Financial Advisors Inc. | 1,192,073 | $70.25M | 4.3% | +0.7% | 0.094% | |
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2/14/2025 | Northern Trust Corp | 48,992 | $2.89M | 0.0% | +19.9% | 0.004% | |
2/14/2025 | Parkshore Wealth Management Inc. | 8,947 | $527K | 0.3% | N/A | 0.001% | |
2/14/2025 | Beacon Pointe Advisors LLC | 198,738 | $11.71M | 0.1% | -6.8% | 0.016% | |
2/14/2025 | Tudor Investment Corp ET AL | 7,784 | $459K | 0.0% | N/A | 0.001% | |
2/14/2025 | Betterment LLC | 41,485 | $2.45M | 0.0% | +23.0% | 0.003% | |
2/14/2025 | Mission Creek Capital Partners Inc. | 10,173 | $600K | 0.1% | +25.4% | 0.001% | |
2/14/2025 | Oak Wealth Advisors LLC | 7,102 | $419K | 0.3% | N/A | 0.001% | |
2/14/2025 | Berger Financial Group Inc | 17,075 | $1.01M | 0.1% | +59.2% | 0.001% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 6,049 | $357K | 0.0% | +14.5% | 0.000% | |
2/14/2025 | Prosperity Consulting Group LLC | 10,303 | $607K | 0.0% | N/A | 0.001% | |