4/18/2025 | Insigneo Advisory Services LLC | 138,019 | $3.11M | 0.3% | +2.4% | 0.226% | |
4/17/2025 | Janney Montgomery Scott LLC | 16,564 | $373K | 0.0% | -8.3% | 0.027% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 14,023 | $316K | 0.0% | -6.4% | 0.023% | |
4/16/2025 | Matauro LLC | 14,309 | $322K | 0.1% | -5.6% | 0.023% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 21,424 | $482K | 0.0% | +4.6% | 0.035% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,467 | $56K | 0.0% | +60.5% | 0.004% | |
4/10/2025 | Diligent Investors LLC | 11,612 | $261K | 0.1% | +23.6% | 0.019% | |
4/10/2025 | Maltin Wealth Management Inc. | 12,876 | $290K | 0.1% | -89.6% | 0.021% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,986 | $320K | 0.0% | N/A | 0.023% | |
3/6/2025 | Copia Wealth Management | 25,005 | $535K | 0.5% | N/A | 0.039% | |
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2/24/2025 | Ameriflex Group Inc. | 1,747 | $38K | 0.0% | N/A | 0.003% | |
2/20/2025 | Mackenzie Financial Corp | 88,050 | $1.88M | 0.0% | -27.8% | 0.144% | |
2/19/2025 | Toronto Dominion Bank | 20,939 | $448K | 0.0% | N/A | 0.034% | |
2/18/2025 | CSS LLC IL | 106,322 | $2.27M | 0.1% | +116.5% | 0.174% | |
2/17/2025 | Wexford Capital LP | 144,447 | $3.09M | 0.5% | -59.8% | 0.236% | |
2/17/2025 | Toronto Dominion Bank | 20,939 | $448K | 0.0% | N/A | 0.034% | |
2/17/2025 | Focus Partners Wealth | 18,903 | $404K | 0.0% | +55.8% | 0.031% | |
2/17/2025 | Deutsche Bank AG | 2,215,255 | $47.36M | 0.0% | -11.7% | 3.617% | |
2/17/2025 | Cresset Asset Management LLC | 23,146 | $495K | 0.0% | -80.0% | 0.038% | |
2/17/2025 | Cetera Investment Advisers | 191,088 | $4.09M | 0.0% | +5.8% | 0.312% | |
2/17/2025 | Bank of America Corp DE | 4,215,440 | $90.13M | 0.0% | -7.7% | 6.882% | |
2/17/2025 | BNP Paribas Financial Markets | 42,829 | $916K | 0.0% | -5.9% | 0.070% | |
2/17/2025 | Ameriprise Financial Inc. | 202,057 | $4.32M | 0.0% | -69.7% | 0.330% | |
2/17/2025 | AlTi Global Inc. | 16,278 | $348K | 0.0% | +5.0% | 0.027% | |
2/14/2025 | Jane Street Group LLC | 157,015 | $3.36M | 0.0% | +17.4% | 0.256% | |
2/14/2025 | Rehmann Capital Advisory Group | 48,259 | $1.03M | 0.1% | N/A | 0.079% | |
2/14/2025 | Comerica Bank | 13,566 | $290K | 0.0% | -40.1% | 0.022% | |
2/14/2025 | Lido Advisors LLC | 10,275 | $220K | 0.0% | +4.9% | 0.017% | |
2/14/2025 | The Manufacturers Life Insurance Company | 72,894 | $1.56M | 0.0% | -6.7% | 0.119% | |
2/14/2025 | SCS Capital Management LLC | 14,130 | $302K | 0.0% | -58.5% | 0.023% | |
2/14/2025 | Integrated Wealth Concepts LLC | 62,394 | $1.33M | 0.0% | -11.9% | 0.102% | |
2/14/2025 | Stifel Financial Corp | 94,518 | $2.02M | 0.0% | -24.2% | 0.154% | |
2/14/2025 | MML Investors Services LLC | 139,552 | $2.98M | 0.0% | +1.6% | 0.228% | |
2/13/2025 | Global Endowment Management LP | 261,099 | $5.58M | 0.7% | -7.1% | 0.426% | |
2/13/2025 | NewEdge Advisors LLC | 24,079 | $515K | 0.0% | -11.6% | 0.039% | |
2/13/2025 | Insigneo Advisory Services LLC | 134,779 | $2.88M | 0.3% | -1.2% | 0.220% | |
2/13/2025 | Main Street Financial Solutions LLC | 57,957 | $1.24M | 0.1% | +64.8% | 0.095% | |
2/13/2025 | Mariner LLC | 60,254 | $1.29M | 0.0% | -3.5% | 0.098% | |
2/13/2025 | Barclays PLC | 22,963 | $491K | 0.0% | +7.2% | 0.037% | |
2/13/2025 | Rockefeller Capital Management L.P. | 20,585 | $440K | 0.0% | +5.4% | 0.034% | |
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2/13/2025 | Raymond James Financial Inc. | 55,579 | $1.19M | 0.0% | N/A | 0.091% | |
2/13/2025 | Bank of Montreal Can | 72,502 | $1.55M | 0.0% | +1.5% | 0.118% | |
2/13/2025 | Envestnet Asset Management Inc. | 686,386 | $14.68M | 0.0% | +0.9% | 1.121% | |
2/13/2025 | Wells Fargo & Company MN | 4,075,077 | $87.13M | 0.0% | -4.7% | 6.653% | |
2/13/2025 | Solstein Capital LLC | 4,040 | $86K | 0.0% | -81.2% | 0.007% | |
2/12/2025 | World Investment Advisors | 52,781 | $1.13M | 0.0% | +41.9% | 0.086% | |
2/12/2025 | National Bank of Canada FI | 24,793 | $530K | 0.0% | N/A | 0.040% | |
2/12/2025 | Franklin Resources Inc. | 16,166 | $346K | 0.0% | N/A | 0.026% | |
2/12/2025 | Cannell & Spears LLC | 19,787 | $423K | 0.0% | -17.2% | 0.032% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 9,569 | $205K | 0.0% | +5.3% | 0.016% | |
2/12/2025 | Duff & Phelps Investment Management Co. | 42,374 | $906K | 0.0% | -18.0% | 0.069% | |
2/12/2025 | Blair William & Co. IL | 25,108 | $537K | 0.0% | +81.8% | 0.041% | |
2/12/2025 | JPMorgan Chase & Co. | 286,271 | $6.12M | 0.0% | -6.5% | 0.467% | |
2/11/2025 | LPL Financial LLC | 569,234 | $12.17M | 0.0% | +12.1% | 0.929% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 1,215 | $26K | 0.0% | N/A | 0.002% | |
2/10/2025 | IMG Wealth Management Inc. | 4,600 | $98K | 0.1% | N/A | 0.008% | |
2/10/2025 | Natixis Advisors LLC | 11,999 | $257K | 0.0% | +17.4% | 0.020% | |
2/10/2025 | Commonwealth Equity Services LLC | 88,204 | $1.89M | 0.0% | +4.4% | 0.144% | |
2/10/2025 | Avantax Advisory Services Inc. | 36,069 | $771K | 0.0% | -9.4% | 0.059% | |
2/10/2025 | Essential Planning LLC. | 23,075 | $515K | 0.0% | N/A | 0.038% | |
2/7/2025 | HighTower Advisors LLC | 42,380 | $906K | 0.0% | -51.7% | 0.069% | |
2/7/2025 | PNC Financial Services Group Inc. | 21,144 | $452K | 0.0% | -18.1% | 0.034% | |
2/7/2025 | Mesirow Financial Investment Management Inc. | 16,618 | $355K | 0.0% | +5.3% | 0.027% | |
2/6/2025 | Raymond James Financial Inc. | 55,579 | $1.19M | 0.0% | N/A | 0.090% | |
2/6/2025 | M&T Bank Corp | 37,799 | $808K | 0.0% | -2.2% | 0.061% | |
2/6/2025 | Atria Investments Inc | 57,449 | $1.23M | 0.0% | +3.2% | 0.093% | |
2/6/2025 | Victory Capital Management Inc. | 439,100 | $9.39M | 0.0% | +4.0% | 0.714% | |
2/6/2025 | Keybank National Association OH | 114,754 | $2.45M | 0.0% | -6.4% | 0.187% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 29,973 | $641K | 0.0% | -12.7% | 0.049% | |
2/6/2025 | Sonoma Private Wealth LLC | 21,222 | $454K | 0.7% | +43.4% | 0.035% | |
2/5/2025 | Maia Wealth LLC | 32,619 | $715K | 0.2% | +3.6% | 0.053% | |
2/5/2025 | US Bancorp DE | 11,971 | $256K | 0.0% | -4.8% | 0.019% | |
2/5/2025 | Oppenheimer & Co. Inc. | 11,590 | $248K | 0.0% | -10.5% | 0.019% | |
2/4/2025 | Bank of New York Mellon Corp | 83,722 | $1.79M | 0.0% | +351.8% | 0.136% | |
2/4/2025 | IFP Advisors Inc | 9,713 | $208K | 0.0% | -17.7% | 0.016% | |
2/3/2025 | Matauro LLC | 15,163 | $324K | 0.1% | N/A | 0.025% | |
2/3/2025 | Ieq Capital LLC | 29,635 | $634K | 0.0% | +5.3% | 0.048% | |
1/31/2025 | Atlas Legacy Advisors LLC | 21,320 | $456K | 0.1% | N/A | 0.035% | |
1/31/2025 | BKM Wealth Management LLC | 63,667 | $1.36M | 0.6% | +5.2% | 0.104% | |
1/31/2025 | D.A. Davidson & CO. | 11,658 | $249K | 0.0% | -94.7% | 0.019% | |
1/31/2025 | Truist Financial Corp | 51,315 | $1.10M | 0.0% | +3.2% | 0.083% | |
1/31/2025 | Sanctuary Advisors LLC | 86,333 | $1.90M | 0.0% | -2.1% | 0.140% | |
1/30/2025 | Palumbo Wealth Management LLC | 488,807 | $10.45M | 3.9% | +3.5% | 0.797% | |
1/29/2025 | Certuity LLC | 32,897 | $703K | 0.1% | -13.7% | 0.054% | |
1/29/2025 | Savant Capital LLC | 25,066 | $536K | 0.0% | +54.4% | 0.041% | |
1/28/2025 | Moloney Securities Asset Management LLC | 16,716 | $357K | 0.0% | -9.3% | 0.027% | |
1/28/2025 | Kingsview Wealth Management LLC | 21,941 | $469K | 0.0% | +76.1% | 0.036% | |
1/28/2025 | Clientfirst Wealth Management LLC | 12,775 | $273K | 0.3% | N/A | 0.021% | |
1/27/2025 | Choreo LLC | 50,039 | $1.07M | 0.0% | -4.8% | 0.082% | |
1/27/2025 | Lockheed Martin Investment Management Co. | 833,300 | $17.82M | 0.7% | -49.9% | 1.358% | |
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1/24/2025 | McNamara Financial Services Inc. | 21,552 | $461K | 0.1% | -6.8% | 0.035% | |
1/23/2025 | Narus Financial Partners LLC | 9,757 | $209K | 0.1% | N/A | 0.016% | |
1/23/2025 | Fiduciary Advisors Inc. | 1,334 | $29K | 0.0% | N/A | 0.002% | |
1/17/2025 | Janney Montgomery Scott LLC | 18,063 | $386K | 0.0% | +67.6% | 0.030% | |
1/17/2025 | Lake Hills Wealth Management LLC | 141,586 | $3.03M | 2.1% | +8.8% | 0.234% | |
1/17/2025 | Olympus Wealth Management LLC | 272,874 | $5.83M | 2.1% | -31.9% | 0.451% | |
1/17/2025 | Atomi Financial Group Inc. | 18,565 | $397K | 0.0% | N/A | 0.031% | |
1/16/2025 | Maltin Wealth Management Inc. | 123,712 | $2.65M | 1.3% | +4.6% | 0.204% | |
1/15/2025 | Arkadios Wealth Advisors | 20,403 | $436K | 0.0% | -2.2% | 0.033% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 20,484 | $438K | 0.0% | +17.6% | 0.033% | |