3/24/2025 | Fulcrum Equity Management | 20,504 | $1.20M | 1.2% | N/A | 0.084% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,119 | $535K | 0.0% | +27.0% | 0.037% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 3,750 | $220K | 0.1% | N/A | 0.015% | |
2/25/2025 | Integrated Advisors Network LLC | 9,391 | $551K | 0.0% | -18.6% | 0.039% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 14,729 | $865K | 0.4% | -2.0% | 0.069% | |
2/17/2025 | Snowden Capital Advisors LLC | 26,867 | $1.58M | 0.0% | +0.6% | 0.125% | |
2/17/2025 | Focus Partners Wealth | 12,814 | $761K | 0.0% | -3.2% | 0.060% | |
2/17/2025 | Full Sail Capital LLC | 250,856 | $14.73M | 0.9% | -3.2% | 1.167% | |
2/17/2025 | EPG Wealth Management LLC | 22,283 | $1.31M | 0.3% | -2.6% | 0.104% | |
2/17/2025 | Citadel Advisors LLC | 15,982 | $938K | 0.0% | -11.2% | 0.074% | |
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2/17/2025 | Beaumont Capital Management LLC | 96,299 | $5.65M | 4.4% | +5.8% | 0.448% | |
2/17/2025 | Bank of America Corp DE | 54,318 | $3.19M | 0.0% | -4.7% | 0.253% | |
2/17/2025 | Ameriprise Financial Inc. | 4,325 | $254K | 0.0% | N/A | 0.020% | |
2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 4,049 | $238K | 0.0% | N/A | 0.019% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 4,965 | $291K | 0.0% | -52.3% | 0.023% | |
2/14/2025 | Jane Street Group LLC | 22,876 | $1.34M | 0.0% | +7.7% | 0.106% | |
2/14/2025 | Lido Advisors LLC | 1,708,690 | $100.30M | 0.5% | +2.0% | 7.947% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 114,206 | $6.70M | 0.0% | -2.3% | 0.531% | |
2/14/2025 | Hsbc Holdings PLC | 7,439 | $437K | 0.0% | -85.9% | 0.035% | |
2/14/2025 | Stifel Financial Corp | 165,997 | $9.74M | 0.0% | -0.4% | 0.772% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,512 | $89K | 0.0% | +151,100.0% | 0.007% | |
2/13/2025 | Capital Square LLC | 4,720 | $291K | 0.2% | +18.3% | 0.022% | |
2/13/2025 | Main Street Financial Solutions LLC | 22,315 | $1.31M | 0.1% | -2.0% | 0.104% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 4,953 | $290K | 0.1% | N/A | 0.023% | |
2/13/2025 | Savvy Advisors Inc. | 4,701 | $276K | 0.0% | -9.7% | 0.022% | |
2/13/2025 | KDK Private Wealth Management LLC | 21,248 | $1.25M | 1.3% | N/A | 0.099% | |
2/13/2025 | Raymond James Financial Inc. | 49,364 | $2.90M | 0.0% | N/A | 0.230% | |
2/13/2025 | Advisory Services Network LLC | 87,555 | $5.14M | 0.1% | +3.2% | 0.407% | |
2/13/2025 | Envestnet Asset Management Inc. | 113,094 | $6.64M | 0.0% | -24.8% | 0.526% | |
2/13/2025 | Wells Fargo & Company MN | 290,147 | $17.03M | 0.0% | +38.4% | 1.350% | |
2/12/2025 | Atlas Capital Advisors Inc. | 61,425 | $3.61M | 0.5% | +37.5% | 0.286% | |
2/12/2025 | CIBC Private Wealth Group LLC | 549 | $33K | 0.0% | +757.8% | 0.003% | |
2/12/2025 | RWA Wealth Partners LLC | 3,484 | $205K | 0.0% | -14.9% | 0.016% | |
2/12/2025 | Brown Brothers Harriman & Co. | 2,431 | $143K | 0.0% | N/A | 0.011% | |
2/12/2025 | Orion Portfolio Solutions LLC | 46,395 | $2.72M | 0.0% | -3.0% | 0.216% | |
2/12/2025 | Moment Partners LLC | 3,737 | $219K | 0.0% | N/A | 0.017% | |
2/12/2025 | JPMorgan Chase & Co. | 7,950 | $467K | 0.0% | +2.1% | 0.037% | |
2/11/2025 | Congress Wealth Management LLC DE | 34,737 | $2.04M | 0.0% | +24.4% | 0.162% | |
2/11/2025 | LPL Financial LLC | 128,004 | $7.51M | 0.0% | +24.1% | 0.595% | |
2/11/2025 | Lee Danner & Bass Inc. | 877 | $51K | 0.0% | N/A | 0.004% | |
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2/10/2025 | Thrivent Financial for Lutherans | 35,603 | $2.09M | 0.0% | -31.9% | 0.166% | |
2/10/2025 | Axxcess Wealth Management LLC | 48,973 | $2.88M | 0.1% | +16.2% | 0.228% | |
2/10/2025 | Harbour Investments Inc. | 1,681 | $99K | 0.0% | +43.7% | 0.008% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,149 | $244K | 0.0% | N/A | 0.019% | |
2/10/2025 | Commonwealth Equity Services LLC | 280,445 | $16.46M | 0.0% | -8.0% | 1.304% | |
2/10/2025 | Avantax Advisory Services Inc. | 5,885 | $345K | 0.0% | -2.8% | 0.027% | |
2/7/2025 | HighTower Advisors LLC | 173,955 | $10.21M | 0.0% | +0.9% | 0.809% | |
2/7/2025 | AGF Management Ltd. | 559,196 | $32.83M | 0.2% | -17.0% | 2.601% | |
2/7/2025 | Independent Advisor Alliance | 6,642 | $390K | 0.0% | N/A | 0.031% | |
2/7/2025 | Personal CFO Solutions LLC | 116,090 | $6.81M | 1.3% | +6.0% | 0.540% | |
2/7/2025 | Lifeworks Advisors LLC | 30,764 | $1.81M | 0.3% | +14.8% | 0.143% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 8,107 | $476K | 0.0% | N/A | 0.038% | |
2/6/2025 | Raymond James Financial Inc. | 49,364 | $2.90M | 0.0% | N/A | 0.230% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 4,609,045 | $270.55M | 0.0% | -2.3% | 21.437% | |
2/6/2025 | Meridian Wealth Management LLC | 12,034 | $706K | 0.0% | -18.0% | 0.056% | |
2/6/2025 | Jones Financial Companies Lllp | 10,979 | $644K | 0.0% | +8.0% | 0.051% | |
2/5/2025 | Oppenheimer & Co. Inc. | 3,431 | $201K | 0.0% | N/A | 0.016% | |
2/4/2025 | Exchange Capital Management Inc. | 34,089 | $2.00M | 0.3% | -3.0% | 0.159% | |
2/4/2025 | IFP Advisors Inc | 699 | $41K | 0.0% | -22.6% | 0.003% | |
2/4/2025 | Colonial River Investments LLC | 29,793 | $1.75M | 0.8% | +5.4% | 0.139% | |
2/4/2025 | Birchcreek Wealth Management LLC | 17,938 | $1.05M | 0.7% | +15.5% | 0.083% | |
2/3/2025 | Sigma Planning Corp | 14,918 | $876K | 0.0% | +1.3% | 0.069% | |
2/3/2025 | Crumly & Associates Inc. | 35,660 | $2.09M | 0.6% | -11.4% | 0.166% | |
2/3/2025 | Legacy Capital Group California Inc. | 4,310 | $253K | 0.1% | N/A | 0.020% | |
2/3/2025 | Pacific Sun Financial Corp | 17,748 | $1.04M | 0.6% | +5.0% | 0.083% | |
2/3/2025 | Private Advisor Group LLC | 4,482 | $263K | 0.0% | +6.4% | 0.021% | |
2/3/2025 | Gimbal Financial | 7,153 | $420K | 0.3% | +5.5% | 0.033% | |
1/31/2025 | Atria Wealth Solutions Inc. | 11,352 | $666K | 0.0% | -25.7% | 0.053% | |
1/31/2025 | Sanctuary Advisors LLC | 4,537 | $285K | 0.0% | +4.3% | 0.021% | |
1/31/2025 | J.W. Cole Advisors Inc. | 3,585 | $210K | 0.0% | N/A | 0.017% | |
1/30/2025 | PUREfi Wealth LLC | 4,233 | $248K | 0.2% | N/A | 0.020% | |
1/29/2025 | Sovran Advisors LLC | 4,606 | $269K | 0.0% | N/A | 0.021% | |
1/28/2025 | Kestra Private Wealth Services LLC | 30,769 | $1.81M | 0.0% | -1.8% | 0.143% | |
1/28/2025 | Prairie Wealth Advisors Inc. | 4,001 | $235K | 0.1% | +8.6% | 0.019% | |
1/24/2025 | Q3 Asset Management | 193,500 | $11.36M | 7.1% | N/A | 0.900% | |
1/24/2025 | Yoder Wealth Management Inc. | 66,884 | $3.93M | 2.2% | +11.3% | 0.311% | |
1/24/2025 | Destiny Wealth Partners LLC | 178,885 | $10.50M | 1.7% | N/A | 0.832% | |
1/23/2025 | Southern Capital Advisors LLC | 79,709 | $4.68M | 2.6% | +2.3% | 0.371% | |
1/22/2025 | VCI Wealth Management LLC | 23,031 | $1.35M | 0.6% | +109.7% | 0.107% | |
1/22/2025 | Charter Oak Capital Management LLC | 8,967 | $526K | 0.0% | -11.0% | 0.042% | |
1/22/2025 | Court Place Advisors LLC | 16,110 | $946K | 0.3% | -3.6% | 0.075% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 6,591 | $387K | 0.0% | -85.3% | 0.031% | |
1/21/2025 | Grimes & Company Inc. | 6,238 | $366K | 0.0% | N/A | 0.029% | |
1/21/2025 | CX Institutional | 27,608 | $1.62M | 0.1% | +65.8% | 0.128% | |
1/21/2025 | Sound Income Strategies LLC | 546 | $32K | 0.0% | N/A | 0.003% | |
1/17/2025 | Secure Asset Management LLC | 4,445 | $261K | 0.0% | N/A | 0.021% | |
1/17/2025 | Janney Montgomery Scott LLC | 64,496 | $3.79M | 0.0% | +4.4% | 0.300% | |
1/16/2025 | Mechanics Bank Trust Department | 25,942 | $1.52M | 0.2% | -7.6% | 0.121% | |
1/15/2025 | Smith Salley Wealth Management | 58,047 | $3.41M | 0.2% | -3.8% | 0.270% | |
1/15/2025 | Arkadios Wealth Advisors | 4,415 | $259K | 0.0% | N/A | 0.021% | |
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1/15/2025 | Decker Retirement Planning Inc. | 573 | $34K | 0.0% | N/A | 0.003% | |
1/13/2025 | Elevated Capital Advisors LLC | 6,772 | $398K | 0.1% | N/A | 0.031% | |
1/10/2025 | Lynch & Associates IN | 24,159 | $1.42M | 0.3% | -1.6% | 0.112% | |
1/10/2025 | Atlas Brown Inc. | 10,921 | $641K | 0.2% | +7.5% | 0.051% | |
1/10/2025 | HBW Advisory Services LLC | 3,662 | $215K | 0.0% | N/A | 0.017% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 8,857 | $488K | 0.0% | +23.3% | 0.041% | |
12/26/2024 | JPMorgan Chase & Co. | 7,788 | $429K | 0.0% | -8.4% | 0.036% | |
11/15/2024 | MML Investors Services LLC | 9,809 | $540K | 0.0% | +4.5% | 0.046% | |
11/15/2024 | Orion Portfolio Solutions LLC | 47,832 | $2.64M | 0.1% | +1.0% | 0.222% | |
11/15/2024 | Jane Street Group LLC | 21,234 | $1.17M | 0.0% | -2.2% | 0.099% | |