4/17/2025 | Janney Montgomery Scott LLC | 28,664 | $1.89M | 0.0% | +10.9% | 0.211% | |
4/17/2025 | Howard Bailey Securities LLC | 39,853 | $2.63M | 1.1% | -20.7% | 0.293% | |
4/17/2025 | Ritholtz Wealth Management | 21,077 | $1.39M | 0.0% | -8.7% | 0.155% | |
4/17/2025 | Family Wealth Partners LLC | 38,767 | $2.56M | 1.2% | -1.8% | 0.285% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 5,738 | $379K | 0.0% | -17.7% | 0.042% | |
4/16/2025 | Sound Stewardship LLC | 8,645 | $571K | 0.3% | -2.3% | 0.064% | |
4/16/2025 | Neumann Capital Management LLC | 70,458 | $4.65M | 1.6% | -0.4% | 0.518% | |
4/15/2025 | Total Wealth Planning LLC | 3,669 | $242K | 0.0% | -5.6% | 0.027% | |
4/15/2025 | Alpha Omega Wealth Management LLC | 53,089 | $3.50M | 0.7% | -31.4% | 0.390% | |
4/14/2025 | Farther Finance Advisors LLC | 10,283 | $680K | 0.0% | +85.7% | 0.076% | |
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4/11/2025 | Princeton Global Asset Management LLC | 693 | $46K | 0.0% | -55.2% | 0.005% | |
4/11/2025 | Impact Capital Partners LLC | 20,565 | $1.36M | 0.5% | +16.9% | 0.151% | |
4/11/2025 | Insight Advisors LLC PA | 6,408 | $423K | 0.1% | -39.7% | 0.047% | |
4/8/2025 | Investors Research Corp | 22,335 | $1.47M | 0.3% | -1.9% | 0.164% | |
4/7/2025 | GAMMA Investing LLC | 56,630 | $3.74M | 0.0% | +6,500.2% | 0.416% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,970 | $439K | 0.0% | -3.8% | 0.051% | |
3/7/2025 | Bannerman Wealth Management Group LLC | 4,125 | $260K | 0.2% | N/A | 0.030% | |
2/25/2025 | Armis Advisers LLC | 4,025 | $253K | 0.0% | N/A | 0.024% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 50,091 | $3.15M | 0.1% | -1.2% | 0.300% | |
2/17/2025 | Waverly Advisors LLC | 22,567 | $1.42M | 0.0% | -3.3% | 0.135% | |
2/17/2025 | LRI Investments LLC | 202,350 | $12.74M | 1.1% | -0.1% | 1.212% | |
2/17/2025 | Colonial Trust Co SC | 540 | $34K | 0.0% | N/A | 0.003% | |
2/17/2025 | CoreCap Advisors LLC | 13,997 | $881K | 0.0% | -9.0% | 0.084% | |
2/17/2025 | Cetera Investment Advisers | 6,093 | $384K | 0.0% | -3.9% | 0.036% | |
2/17/2025 | Cahill Financial Advisors Inc. | 7,836 | $493K | 0.1% | +2.4% | 0.047% | |
2/17/2025 | Bank of America Corp DE | 214,673 | $13.51M | 0.0% | +4.9% | 1.285% | |
2/17/2025 | BIP Wealth LLC | 275,869 | $17.37M | 1.2% | +13.8% | 1.652% | |
2/17/2025 | Ameriprise Financial Inc. | 5,789 | $364K | 0.0% | +4.0% | 0.035% | |
2/14/2025 | Jane Street Group LLC | 33,060 | $2.08M | 0.0% | -49.2% | 0.198% | |
2/14/2025 | Comerica Bank | 5,178 | $326K | 0.0% | -25.9% | 0.031% | |
2/14/2025 | Bellwether Advisors LLC | 1,225 | $77K | 0.0% | N/A | 0.007% | |
2/14/2025 | Capital Analysts LLC | 9,327 | $587K | 0.0% | -4.8% | 0.056% | |
2/14/2025 | Susquehanna International Group LLP | 30,701 | $1.93M | 0.0% | -1.6% | 0.184% | |
2/14/2025 | Stifel Financial Corp | 6,197 | $390K | 0.0% | -2.4% | 0.037% | |
2/14/2025 | Transce3nd LLC | 829 | $52K | 0.0% | N/A | 0.005% | |
2/13/2025 | Operose Advisors LLC | 985 | $62K | 0.0% | N/A | 0.006% | |
2/13/2025 | Mariner LLC | 4,619 | $291K | 0.0% | +25.0% | 0.028% | |
2/13/2025 | Tandem Investment Partners LLC | 27,535 | $1.73M | 1.7% | N/A | 0.165% | |
2/13/2025 | Bank of Montreal Can | 66,993 | $4.22M | 0.0% | -6.3% | 0.401% | |
2/13/2025 | Shakespeare Wealth Management LLC | 13,729 | $864K | 0.2% | -25.9% | 0.082% | |
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2/13/2025 | Cerity Partners LLC | 5,582 | $351K | 0.0% | -14.4% | 0.033% | |
2/13/2025 | Envestnet Asset Management Inc. | 14,665 | $923K | 0.0% | -13.5% | 0.088% | |
2/13/2025 | Wells Fargo & Company MN | 63,677 | $4.01M | 0.0% | +289.8% | 0.381% | |
2/13/2025 | Smith Moore & CO. | 28,219 | $1.78M | 0.2% | -1.0% | 0.169% | |
2/12/2025 | Wescott Financial Advisory Group LLC | 4,429 | $279K | 0.0% | -46.8% | 0.027% | |
2/12/2025 | WESCAP Management Group Inc. | 68,908 | $4.34M | 1.1% | +5.0% | 0.413% | |
2/12/2025 | Heartland Advisors Inc. | 3,157 | $199K | 0.0% | -34.7% | 0.019% | |
2/12/2025 | JPMorgan Chase & Co. | 10,811 | $681K | 0.0% | +8.3% | 0.065% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 10,001 | $630K | 0.0% | -44.3% | 0.060% | |
2/11/2025 | Congress Wealth Management LLC DE | 102,792 | $6.47M | 0.1% | +0.8% | 0.616% | |
2/11/2025 | LPL Financial LLC | 55,681 | $3.51M | 0.0% | -1.7% | 0.333% | |
2/10/2025 | Harbour Investments Inc. | 27,041 | $1.70M | 0.0% | -2.0% | 0.162% | |
2/10/2025 | Corient Private Wealth LLC | 28,983 | $1.82M | 0.0% | +0.5% | 0.174% | |
2/10/2025 | Commonwealth Equity Services LLC | 22,795 | $1.44M | 0.0% | -13.9% | 0.136% | |
2/10/2025 | Impact Capital Partners LLC | 17,592 | $1.11M | 0.4% | N/A | 0.105% | |
2/10/2025 | Tillman Hartley LLC | 6,693 | $421K | 0.1% | +13.7% | 0.040% | |
2/10/2025 | Avantax Advisory Services Inc. | 9,545 | $601K | 0.0% | +42.2% | 0.057% | |
2/10/2025 | Farther Finance Advisors LLC | 5,536 | $349K | 0.0% | +854.5% | 0.033% | |
2/7/2025 | HighTower Advisors LLC | 118,754 | $7.48M | 0.0% | -5.2% | 0.711% | |
2/7/2025 | Investors Research Corp | 22,779 | $1.43M | 0.3% | -1.9% | 0.136% | |
2/7/2025 | Independent Advisor Alliance | 3,560 | $224K | 0.0% | N/A | 0.021% | |
2/7/2025 | Larson Financial Group LLC | 26,419 | $1.66M | 0.1% | -2.4% | 0.158% | |
2/6/2025 | One Capital Management LLC | 10,827 | $682K | 0.0% | -4.2% | 0.065% | |
2/6/2025 | Raymond James Financial Inc. | 179,316 | $11.29M | 0.0% | N/A | 1.074% | |
2/6/2025 | Cullen Frost Bankers Inc. | 1,373 | $86K | 0.0% | N/A | 0.008% | |
2/6/2025 | Atria Investments Inc | 19,143 | $1.21M | 0.0% | +5.1% | 0.115% | |
2/6/2025 | Tacita Capital Inc | 2,288 | $144K | 0.1% | -27.9% | 0.014% | |
2/6/2025 | Jones Financial Companies Lllp | 18,884 | $1.19M | 0.0% | +15.9% | 0.113% | |
2/5/2025 | US Bancorp DE | 1,300 | $82K | 0.0% | +333.3% | 0.008% | |
2/5/2025 | Checchi Capital Advisers LLC | 125,965 | $7.93M | 0.5% | +0.7% | 0.754% | |
2/4/2025 | Addison Advisors LLC | 19,480 | $1.23M | 0.3% | +7.9% | 0.117% | |
2/4/2025 | IFP Advisors Inc | 1,500 | $94K | 0.0% | N/A | 0.009% | |
2/4/2025 | Cherry Tree Wealth Management LLC | 4,262 | $268K | 0.1% | -9.3% | 0.026% | |
2/4/2025 | Elwood & Goetz Wealth Advisory Group LLC | 55,239 | $3.48M | 0.8% | -1.3% | 0.331% | |
2/4/2025 | Wealthspire Advisors LLC | 4,001 | $252K | 0.0% | -49.9% | 0.024% | |
2/3/2025 | Camelot Portfolios LLC | 6,905 | $435K | 0.5% | -3.8% | 0.041% | |
2/3/2025 | Grove Street Fiduciary LLC | 56,230 | $3.54M | 1.9% | N/A | 0.337% | |
2/3/2025 | Waterfront Wealth Inc. | 50,022 | $3.15M | 0.8% | +5.9% | 0.300% | |
2/3/2025 | Financial Harvest LLC | 4,041 | $254K | 0.2% | N/A | 0.024% | |
2/3/2025 | Private Advisor Group LLC | 4,645 | $292K | 0.0% | -25.0% | 0.028% | |
1/31/2025 | Sanctuary Advisors LLC | 6,874 | $444K | 0.0% | -9.1% | 0.041% | |
1/31/2025 | JFS Wealth Advisors LLC | 4,929 | $310K | 0.0% | -3.1% | 0.030% | |
1/30/2025 | Csenge Advisory Group | 111,523 | $7.02M | 0.4% | -15.6% | 0.668% | |
1/30/2025 | Allworth Financial LP | 30,090 | $1.90M | 0.0% | -10.9% | 0.180% | |
1/30/2025 | Quadrant Private Wealth Management LLC | 6,085 | $383K | 0.1% | +2.8% | 0.036% | |
1/30/2025 | Windward Private Wealth Management Inc. | 11,589 | $730K | 0.3% | -6.7% | 0.069% | |
1/29/2025 | Howard Bailey Securities LLC | 50,281 | $3.17M | 1.2% | +2.1% | 0.301% | |
1/29/2025 | PrairieView Partners LLC | 58,670 | $3.69M | 0.4% | +5.0% | 0.351% | |
1/29/2025 | Bristlecone Advisors LLC | 21,795 | $1.37M | 0.1% | -3.5% | 0.131% | |
1/29/2025 | Savant Capital LLC | 803,826 | $50.60M | 0.4% | -2.2% | 4.813% | |
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1/27/2025 | Telos Capital Management Inc. | 82,669 | $5.20M | 0.6% | +2.2% | 0.495% | |
1/27/2025 | GHP Investment Advisors Inc. | 26,662 | $1.68M | 0.1% | -7.0% | 0.160% | |
1/27/2025 | Silver Oak Securities Incorporated | 12,965 | $816K | 0.1% | -11.4% | 0.078% | |
1/27/2025 | Insight Advisors LLC PA | 10,633 | $669K | 0.1% | -23.0% | 0.064% | |
1/27/2025 | Kathleen S. Wright Associates Inc. | 31,669 | $1.99M | 0.8% | -12.1% | 0.190% | |
1/24/2025 | Great Point Wealth Advisors LLC | 79,859 | $5.03M | 1.1% | -0.7% | 0.478% | |
1/24/2025 | Spire Wealth Management | 12,590 | $793K | 0.0% | +1.3% | 0.075% | |
1/24/2025 | Alpha Omega Wealth Management LLC | 77,352 | $4.87M | 0.9% | +3.0% | 0.463% | |
1/23/2025 | FSA Advisors Inc. | 5,269 | $332K | 0.4% | -7.6% | 0.032% | |
1/23/2025 | Crews Bank & Trust | 1,220 | $77K | 0.0% | N/A | 0.007% | |