4/18/2025 | Prosperity Wealth Management Inc. | 8,039 | $724K | 0.3% | +3.3% | 0.042% | |
4/17/2025 | Janney Montgomery Scott LLC | 171,666 | $15.47M | 0.0% | -42.7% | 0.889% | |
4/16/2025 | IAG Wealth Partners LLC | 4,440 | $400K | 0.1% | -11.5% | 0.023% | |
4/10/2025 | ACT Advisors LLC. | 14,076 | $1.27M | 0.7% | +1.9% | 0.073% | |
4/7/2025 | AdvisorNet Financial Inc | 1,211 | $109K | 0.0% | +107.7% | 0.006% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 2,885 | $278K | 0.0% | N/A | 0.016% | |
2/21/2025 | Ascent Group LLC | 4,850 | $467K | 0.0% | +59.5% | 0.026% | |
2/17/2025 | Cetera Investment Advisers | 26,669 | $2.57M | 0.0% | N/A | 0.145% | |
2/17/2025 | Citadel Advisors LLC | 22,285 | $2.14M | 0.0% | -80.1% | 0.121% | |
2/17/2025 | Bank of America Corp DE | 1,290 | $124K | 0.0% | +60.0% | 0.007% | |
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2/14/2025 | Integrated Wealth Concepts LLC | 2,574 | $248K | 0.0% | N/A | 0.014% | |
2/14/2025 | MML Investors Services LLC | 13,932 | $1.34M | 0.0% | N/A | 0.076% | |
2/14/2025 | GeoWealth Management LLC | 1,840 | $177K | 0.0% | +491.6% | 0.010% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 1,293 | $131K | 0.0% | N/A | 0.007% | |
2/13/2025 | CreativeOne Wealth LLC | 8,803 | $847K | 0.0% | N/A | 0.048% | |
2/13/2025 | Envestnet Asset Management Inc. | 119,831 | $11.53M | 0.0% | +2,531.3% | 0.652% | |
2/12/2025 | OLD Mission Capital LLC | 3,900 | $375K | 0.0% | N/A | 0.021% | |
2/12/2025 | JPMorgan Chase & Co. | 17,375,918 | $1.67B | 0.1% | -4.1% | 94.537% | |
2/11/2025 | LPL Financial LLC | 292,159 | $28.11M | 0.0% | +1,484.6% | 1.590% | |
2/11/2025 | Wayfinding Financial LLC | 4,202 | $404K | 0.2% | N/A | 0.023% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,765 | $459K | 0.0% | N/A | 0.026% | |
2/10/2025 | IAG Wealth Partners LLC | 5,016 | $483K | 0.1% | -2.1% | 0.027% | |
2/10/2025 | Farther Finance Advisors LLC | 944 | $91K | 0.0% | +143.3% | 0.005% | |
2/7/2025 | Prosperity Wealth Management Inc. | 7,782 | $749K | 0.3% | +13.1% | 0.042% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 122,153 | $11.76M | 0.4% | +429.5% | 0.665% | |
2/6/2025 | Assetmark Inc. | 94,080 | $9.05M | 0.0% | +377.4% | 0.512% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 2,311 | $222K | 0.0% | +19.9% | 0.013% | |
2/5/2025 | Private Trust Co. NA | 1,016 | $98K | 0.0% | N/A | 0.006% | |
2/4/2025 | Bank of New York Mellon Corp | 29,322 | $2.82M | 0.0% | N/A | 0.160% | |
2/4/2025 | IFP Advisors Inc | 729 | $70K | 0.0% | +28.8% | 0.004% | |
1/31/2025 | Global Retirement Partners LLC | 516 | $50K | 0.0% | +1,072.7% | 0.003% | |
1/31/2025 | 5T Wealth LLC | 4,374 | $421K | 0.2% | N/A | 0.024% | |
1/30/2025 | MN Wealth Advisors LLC | 7,317 | $704K | 0.4% | +42.7% | 0.040% | |
1/29/2025 | TFB Advisors LLC | 2,159 | $208K | 0.1% | N/A | 0.012% | |
1/24/2025 | Sutton Place Investors LLC | 3,504 | $337K | 0.2% | +7.2% | 0.019% | |
1/24/2025 | Richardson Financial Services Inc. | 699 | $67K | 0.0% | +1,126.3% | 0.004% | |
1/17/2025 | Janney Montgomery Scott LLC | 299,454 | $28.82M | 0.1% | +113.7% | 1.629% | |
1/17/2025 | Lockerman Financial Group Inc. | 3,087 | $297K | 0.5% | N/A | 0.017% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 7,076 | $681K | 0.0% | +390.7% | 0.038% | |
1/15/2025 | Lake Street Private Wealth LLC | 3,371 | $324K | 0.1% | N/A | 0.018% | |
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1/14/2025 | Park Avenue Securities LLC | 12,926 | $1.24M | 0.0% | N/A | 0.070% | |
1/13/2025 | AdvisorNet Financial Inc | 583 | $56K | 0.0% | N/A | 0.003% | |
1/13/2025 | ACT Advisors LLC. | 13,820 | $1.33M | 0.7% | +49.0% | 0.075% | |
12/26/2024 | JPMorgan Chase & Co. | 18,109,647 | $1.71B | 0.1% | -0.7% | 98.529% | |
11/25/2024 | Sanctuary Advisors LLC | 9,568 | $991K | 0.0% | N/A | 0.052% | |
11/15/2024 | Ascent Group LLC | 3,041 | $287K | 0.0% | -3.8% | 0.017% | |
11/1/2024 | Assetmark Inc. | 19,706 | $1.86M | 0.0% | -2.3% | 0.107% | |
10/29/2024 | Janney Montgomery Scott LLC | 140,109 | $13.24M | 0.0% | +11.9% | 0.762% | |
10/19/2024 | ACT Advisors LLC. | 9,274 | $876K | 0.4% | -2.2% | 0.050% | |
10/16/2024 | MN Wealth Advisors LLC | 5,129 | $485K | 0.3% | -4.3% | 0.028% | |
8/16/2024 | Ascent Group LLC | 3,160 | $278K | 0.0% | -41.5% | 0.017% | |
7/24/2024 | MN Wealth Advisors LLC | 5,358 | $472K | 0.3% | -33.6% | 0.029% | |
7/18/2024 | Sutton Place Investors LLC | 2,755 | $242K | 0.2% | +19.9% | 0.015% | |
7/17/2024 | IAG Wealth Partners LLC | 5,117 | $450K | 0.1% | -2.3% | 0.028% | |
5/15/2024 | Ascent Group LLC | 5,404 | $500K | 0.0% | +2.2% | 0.029% | |
5/15/2024 | Flow Traders U.S. LLC | 131,796 | $12.19M | 0.7% | +2,627.0% | 0.717% | |
5/10/2024 | JPMorgan Chase & Co. | 17,483,723 | $1.62B | 0.1% | -2.1% | 95.124% | |
5/9/2024 | SageView Advisory Group LLC | 2,000 | $185K | 0.0% | N/A | 0.011% | |
5/4/2024 | Geneos Wealth Management Inc. | 623 | $58K | 0.0% | N/A | 0.003% | |
5/1/2024 | Janney Montgomery Scott LLC | 102,827 | $9.51M | 0.0% | +38.4% | 0.556% | |
4/30/2024 | MN Wealth Advisors LLC | 8,074 | $747K | 0.5% | -5.1% | 0.044% | |
4/25/2024 | IAG Wealth Partners LLC | 5,235 | $484K | 0.1% | -5.6% | 0.028% | |
4/23/2024 | Sutton Place Investors LLC | 2,298 | $212K | 0.1% | N/A | 0.012% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 1,638 | $151K | 0.0% | -7.5% | 0.008% | |
2/9/2024 | Assetmark Inc. | 19,592 | $1.66M | 0.0% | -2.7% | 0.096% | |
2/8/2024 | Janney Montgomery Scott LLC | 74,309 | $6.29M | 0.0% | N/A | 0.363% | |
2/6/2024 | Lincoln National Corp | 21,381 | $1.81M | 0.0% | N/A | 0.104% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 14,783 | $1.25M | 0.1% | -2.1% | 0.072% | |
2/2/2024 | IAG Wealth Partners LLC | 5,543 | $470K | 0.1% | +424.4% | 0.027% | |
1/30/2024 | ACT Advisors LLC. | 10,720 | $908K | 0.5% | -1.5% | 0.052% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 1,771 | $150K | 0.0% | -6.9% | 0.009% | |
11/15/2023 | JPMorgan Chase & Co. | 18,600,423 | $1.40B | 0.2% | -9.0% | 90.822% | |
11/6/2023 | Vestmark Advisory Solutions Inc. | 15,101 | $1.14M | 0.1% | +45.9% | 0.074% | |
11/1/2023 | TBH Global Asset Management LLC | 13,435 | $1.01M | 0.2% | N/A | 0.066% | |
10/27/2023 | Assetmark Inc. | 20,142 | $1.52M | 0.0% | -2.5% | 0.098% | |
10/20/2023 | ACT Advisors LLC. | 10,886 | $820K | 0.5% | N/A | 0.053% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 1,903 | $143K | 0.0% | -9.3% | 0.009% | |
8/11/2023 | JPMorgan Chase & Co. | 20,443,796 | $1.62B | 0.2% | -3.0% | 99.823% | |
8/10/2023 | IAG Wealth Partners LLC | 1,097 | $87K | 0.0% | +1,221.7% | 0.005% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 10,350 | $820K | 0.0% | +24.9% | 0.051% | |
7/31/2023 | LPL Financial LLC | 9,976 | $791K | 0.0% | +4.2% | 0.047% | |
7/26/2023 | Janney Montgomery Scott LLC | 29,132 | $2.31M | 0.0% | +105.3% | 0.137% | |
5/18/2023 | JPMorgan Chase & Co. | 21,075,645 | $1.59B | 0.2% | +16.6% | 99.086% | |
5/15/2023 | Flow Traders U.S. LLC | 41,607 | $3.14M | 0.1% | -14.9% | 0.196% | |
5/9/2023 | Vestmark Advisory Solutions Inc. | 8,286 | $625K | 0.0% | +19.8% | 0.039% | |
4/28/2023 | Janney Montgomery Scott LLC | 14,191 | $1.07M | 0.0% | +157.3% | 0.080% | |
2/13/2023 | JPMorgan Chase & Co. | 18,073,920 | $1.31B | 0.2% | -3.0% | 101.254% | |
2/10/2023 | Assetmark Inc. | 21,225 | $1.54M | 0.0% | -5.7% | 0.119% | |
2/7/2023 | LPL Financial LLC | 13,858 | $1.01M | 0.0% | +85.6% | 0.078% | |
2/1/2023 | Janney Montgomery Scott LLC | 5,515 | $400K | 0.0% | +73.8% | 0.031% | |
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1/24/2023 | Integrity Advisory LLC | 10,209 | $741K | 0.7% | +42.4% | 0.057% | |
1/20/2023 | Vestmark Advisory Solutions Inc. | 6,915 | $502K | 0.0% | +41.7% | 0.039% | |
11/15/2022 | Flow Traders U.S. LLC | 39,793 | $2.70M | 0.1% | +7.6% | 0.212% | |
11/10/2022 | Tower Research Capital LLC TRC | 18,021 | $1.22M | 0.0% | +26.5% | 0.096% | |
11/3/2022 | Vestmark Advisory Solutions Inc. | 4,879 | $331K | 0.0% | +18.2% | 0.026% | |
11/1/2022 | Assetmark Inc. | 22,510 | $1.53M | 0.0% | -2.9% | 0.120% | |
10/25/2022 | Janney Montgomery Scott LLC | 3,173 | $215K | 0.0% | N/A | 0.017% | |
10/17/2022 | Integrity Advisory LLC | 7,168 | $486K | 0.5% | -31.4% | 0.038% | |
10/7/2022 | Massmutual Trust Co. FSB ADV | 2,118 | $144K | 0.0% | -12.2% | 0.011% | |
8/13/2022 | Flow Traders U.S. LLC | 36,989 | $2.58M | 0.1% | N/A | 0.183% | |