3/10/2025 | Capstone Triton Financial Group LLC | 7,661 | $573K | 0.4% | -1.7% | 0.003% | |
3/7/2025 | Aegis Wealth Management LLC | 3,091 | $231K | 0.2% | N/A | 0.001% | |
3/6/2025 | Arcadia Wealth Management Inc. | 3,743 | $280K | 0.2% | N/A | 0.001% | |
3/3/2025 | Forthright Family Wealth Advisory LLC | 4,871 | $364K | 0.2% | -4.5% | 0.002% | |
2/28/2025 | Park Square Financial Group LLC | 683 | $51K | 0.0% | N/A | 0.000% | |
2/28/2025 | Brooklyn FI LLC | 38,478 | $2.92M | 0.5% | N/A | 0.013% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 405,187 | $30.28M | 5.3% | -0.4% | 0.142% | |
2/26/2025 | Discipline Wealth Solutions LLC | 503,304 | $37.61M | 17.4% | +9.3% | 0.176% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 58,633 | $4.38M | 0.1% | -12.8% | 0.025% | |
2/25/2025 | Armis Advisers LLC | 2,757 | $206K | 0.0% | N/A | 0.001% | |
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2/25/2025 | Integrated Advisors Network LLC | 51,549 | $3.85M | 0.2% | +1.7% | 0.022% | |
2/24/2025 | Wilkins Miller Wealth Management LLC | 6,499 | $486K | 0.5% | N/A | 0.003% | |
2/24/2025 | Great Valley Advisor Group Inc. | 55,386 | $4.14M | 0.1% | +82.9% | 0.024% | |
2/24/2025 | Ameriflex Group Inc. | 3,118 | $234K | 0.1% | N/A | 0.001% | |
2/22/2025 | American Trust | 926,492 | $69.24M | 5.3% | -7.2% | 0.399% | |
2/21/2025 | Ascent Group LLC | 21,235 | $1.59M | 0.1% | -11.2% | 0.009% | |
2/21/2025 | WNY Asset Management LLC | 3,896 | $291K | 0.0% | -20.4% | 0.002% | |
2/20/2025 | Westfuller Advisors LLC | 39,484 | $2.95M | 1.9% | +0.6% | 0.017% | |
2/20/2025 | Drucker Wealth 3.0 LLC | 10,860 | $812K | 0.2% | -17.8% | 0.005% | |
2/20/2025 | Revisor Wealth Management LLC | 19,213 | $1.44M | 1.3% | -84.3% | 0.008% | |
2/19/2025 | Invst LLC | 51,595 | $3.86M | 0.5% | -0.7% | 0.022% | |
2/18/2025 | Western Wealth Management LLC | 41,477 | $3.10M | 0.9% | +27.2% | 0.018% | |
2/18/2025 | Sunbelt Securities Inc. | 2,820 | $211K | 0.0% | -28.2% | 0.001% | |
2/18/2025 | Fourth Dimension Wealth LLC | 7,166 | $536K | 0.3% | N/A | 0.003% | |
2/18/2025 | Retirement Planning Group LLC | 36,765 | $2.75M | 0.1% | -44.4% | 0.016% | |
2/18/2025 | Headinvest LLC | 13,557 | $1.01M | 0.2% | -15.1% | 0.006% | |
2/18/2025 | Pinkerton Retirement Specialists LLC | 357,093 | $26.69M | 3.9% | +3.6% | 0.154% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 115,457 | $8.63M | 0.1% | +4.1% | 0.050% | |
2/18/2025 | First Heartland Consultants Inc. | 69,201 | $5.17M | 0.5% | +6.5% | 0.030% | |
2/18/2025 | Continuum Advisory LLC | 86,418 | $6.46M | 0.8% | +4.1% | 0.037% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 3,969 | $297K | 0.2% | N/A | 0.002% | |
2/17/2025 | Waverly Advisors LLC | 39,442 | $2.95M | 0.0% | +5.4% | 0.017% | |
2/17/2025 | Vista Cima Wealth Management LLC | 14,475 | $1.08M | 1.1% | N/A | 0.006% | |
2/17/2025 | TrueWealth Financial Partners | 125,645 | $9.39M | 5.8% | +0.9% | 0.054% | |
2/17/2025 | Studio Investment Management LLC | 41,403 | $3.09M | 0.7% | -46.6% | 0.018% | |
2/17/2025 | Snowden Capital Advisors LLC | 81,679 | $6.10M | 0.2% | +10.9% | 0.035% | |
2/17/2025 | Royal Bank of Canada | 1,796,465 | $134.25M | 0.0% | +4.6% | 0.774% | |
2/17/2025 | Redwood Investment Management LLC | 4,758 | $356K | 0.0% | -3.1% | 0.002% | |
2/17/2025 | Minot DeBlois Advisors LLC | 1,123 | $84K | 0.1% | N/A | 0.000% | |
2/17/2025 | LifePlan Investment Advisors Inc. | 7,424 | $555K | 0.3% | +20.0% | 0.003% | |
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2/17/2025 | Lionshead Wealth Management LLC | 75,961 | $5.68M | 4.1% | N/A | 0.033% | |
2/17/2025 | Focus Partners Wealth | 58,074 | $4.35M | 0.0% | +18.3% | 0.025% | |
2/17/2025 | Francis Financial Inc. | 527,836 | $39.45M | 9.2% | +6.4% | 0.227% | |
2/17/2025 | Deutsche Bank AG | 67,648 | $5.06M | 0.0% | N/A | 0.029% | |
2/17/2025 | Eagle Global Advisors LLC | 8,235 | $615K | 0.0% | N/A | 0.004% | |
2/17/2025 | EP Wealth Advisors LLC | 4,575,308 | $341.91M | 2.8% | +50.6% | 1.972% | |
2/17/2025 | Colonial Trust Co SC | 2,185 | $163K | 0.0% | -17.1% | 0.001% | |
2/17/2025 | CoreCap Advisors LLC | 48,796 | $3.65M | 0.2% | +10.8% | 0.021% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 852,848 | $63.73M | 0.2% | -0.3% | 0.368% | |
2/17/2025 | Cetera Investment Advisers | 1,015,368 | $75.88M | 0.2% | +4.0% | 0.438% | |
2/17/2025 | BOKF NA | 127,885 | $9.45M | 0.2% | +7.7% | 0.055% | |
2/17/2025 | Captrust Financial Advisors | 63,621 | $4.75M | 0.0% | -8.8% | 0.027% | |
2/17/2025 | Cary Street Partners Financial LLC | 572,569 | $39.86M | 1.3% | N/A | 0.247% | |
2/17/2025 | Brown Wealth Management LLC | 304,414 | $22.75M | 8.1% | +8.4% | 0.131% | |
2/17/2025 | Baird Financial Group Inc. | 3,201,780 | $239.27M | 0.5% | +5.5% | 1.380% | |
2/17/2025 | Bank of America Corp DE | 6,275,941 | $469.00M | 0.0% | +1.1% | 2.705% | |
2/17/2025 | Ameriprise Financial Inc. | 3,785,314 | $282.95M | 0.1% | +3.8% | 1.631% | |
2/17/2025 | Ancora Advisors LLC | 5,098 | $381K | 0.0% | -13.5% | 0.002% | |
2/17/2025 | Aptus Capital Advisors LLC | 106,659 | $7.97M | 0.1% | +3,040.7% | 0.046% | |
2/17/2025 | Asset Management Group Inc. | 140,758 | $10.52M | 1.9% | -8.2% | 0.061% | |
2/17/2025 | Accredited Wealth Management LLC | 1,735 | $130K | 0.1% | N/A | 0.001% | |
2/17/2025 | 360 Financial Inc. | 18,337 | $1.47M | 0.5% | +1.3% | 0.008% | |
2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 3,753 | $280K | 0.0% | N/A | 0.002% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 115,371 | $8.62M | 0.0% | -4.8% | 0.050% | |
2/14/2025 | Eagle Strategies LLC | 17,127 | $1.28M | 0.2% | N/A | 0.007% | |
2/14/2025 | Jane Street Group LLC | 258,107 | $19.29M | 0.0% | +221.3% | 0.111% | |
2/14/2025 | WealthCollab LLC | 58,969 | $4.41M | 2.8% | +4.6% | 0.025% | |
2/14/2025 | Becker Capital Management Inc. | 10,830 | $809K | 0.0% | -3.2% | 0.005% | |
2/14/2025 | Comerica Bank | 1,229,131 | $91.85M | 0.4% | +9.8% | 0.530% | |
2/14/2025 | Lido Advisors LLC | 150,169 | $11.22M | 0.1% | +992.4% | 0.065% | |
2/14/2025 | Northern Trust Corp | 14,503 | $1.08M | 0.0% | -6.9% | 0.006% | |
2/14/2025 | The Manufacturers Life Insurance Company | 9,798 | $732K | 0.0% | +208.4% | 0.004% | |
2/14/2025 | Long Island Wealth Management Inc. | 5,144 | $384K | 0.2% | -33.3% | 0.002% | |
2/14/2025 | Beacon Pointe Advisors LLC | 6,102 | $456K | 0.0% | N/A | 0.003% | |
2/14/2025 | Tudor Investment Corp ET AL | 4,493 | $336K | 0.0% | N/A | 0.002% | |
2/14/2025 | Betterment LLC | 219,701 | $16.42M | 0.0% | +9.8% | 0.095% | |
2/14/2025 | Coldstream Capital Management Inc. | 16,305 | $1.22M | 0.0% | +5.6% | 0.007% | |
2/14/2025 | Capital Analysts LLC | 44,424 | $3.32M | 0.1% | +21.7% | 0.019% | |
2/14/2025 | Guardian Wealth Management Inc. | 1,843 | $138K | 0.1% | -7.2% | 0.001% | |
2/14/2025 | Integrated Wealth Concepts LLC | 22,907 | $1.71M | 0.0% | +3.9% | 0.010% | |
2/14/2025 | Coppell Advisory Solutions LLC | 894 | $67K | 0.0% | +24.5% | 0.000% | |
2/14/2025 | MGO One Seven LLC | 77,899 | $5.82M | 0.2% | +6.2% | 0.034% | |
2/14/2025 | IHT Wealth Management LLC | 3,149 | $235K | 0.0% | -57.0% | 0.001% | |
2/14/2025 | Stifel Financial Corp | 420,853 | $31.45M | 0.0% | +1.4% | 0.181% | |
2/14/2025 | OneDigital Investment Advisors LLC | 44,132 | $3.30M | 0.0% | -65.6% | 0.019% | |
2/14/2025 | TD Waterhouse Canada Inc. | 10,633 | $794K | 0.0% | +1.5% | 0.005% | |
2/14/2025 | Transce3nd LLC | 1,170 | $87K | 0.0% | N/A | 0.001% | |
2/14/2025 | MML Investors Services LLC | 576,976 | $43.12M | 0.1% | +4.0% | 0.249% | |
2/14/2025 | Elevatus Welath Management | 6,295 | $470K | 0.2% | N/A | 0.003% | |
2/14/2025 | Freedom Investment Management Inc. | 21,618 | $1.62M | 0.1% | -4.2% | 0.009% | |
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2/14/2025 | Concourse Financial Group Securities Inc. | 84,866 | $6.35M | 0.4% | +9.9% | 0.037% | |
2/13/2025 | NewEdge Advisors LLC | 173,687 | $12.98M | 0.1% | +17.0% | 0.075% | |
2/13/2025 | United Capital Financial Advisors LLC | 2,666,492 | $199.27M | 1.7% | +2.4% | 1.149% | |
2/13/2025 | Rossby Financial LCC | 62,151 | $4.65M | 2.9% | N/A | 0.027% | |
2/13/2025 | XTX Topco Ltd | 3,464 | $259K | 0.0% | N/A | 0.001% | |
2/13/2025 | CreativeOne Wealth LLC | 221,988 | $16.59M | 0.5% | +2.0% | 0.096% | |
2/13/2025 | Mariner LLC | 1,571,454 | $117.44M | 0.2% | +2.1% | 0.677% | |
2/13/2025 | Barclays PLC | 74,454 | $5.56M | 0.0% | +5.4% | 0.032% | |
2/13/2025 | SageView Advisory Group LLC | 38,729 | $2.89M | 0.1% | -4.2% | 0.017% | |
2/13/2025 | TME Financial Inc. | 5,517 | $432K | 0.4% | N/A | 0.002% | |