4/25/2025 | Smith Salley Wealth Management | 24,169 | $2.04M | 0.1% | +1.6% | 0.119% | |
4/25/2025 | J.Safra Asset Management Corp | 9,569 | $809K | 0.1% | +20.4% | 0.047% | |
4/25/2025 | Guerra Advisors Inc | 30,498 | $2.58M | 1.4% | -70.0% | 0.150% | |
4/24/2025 | Patron Partners LLC | 2,664 | $225K | 0.1% | -11.5% | 0.013% | |
4/24/2025 | Sunbelt Securities Inc. | 8,669 | $733K | 0.1% | +4.2% | 0.043% | |
4/24/2025 | Elevated Capital Advisors LLC | 12,080 | $1.02M | 0.3% | -5.5% | 0.059% | |
4/24/2025 | Transcend Capital Advisors LLC | 13,865 | $1.17M | 0.1% | -3.8% | 0.068% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 7,671 | $648K | 0.1% | -1.6% | 0.038% | |
4/23/2025 | Aspetuck Financial Management LLC | 6,737 | $569K | 0.5% | N/A | 0.033% | |
4/23/2025 | Spire Wealth Management | 8,716 | $737K | 0.0% | -4.2% | 0.043% | |
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4/23/2025 | Southern Capital Advisors LLC | 15,700 | $1.33M | 0.7% | +14.8% | 0.077% | |
4/22/2025 | Yoder Wealth Management Inc. | 41,359 | $3.50M | 2.0% | +3.8% | 0.203% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 35,499 | $3M | 0.0% | -2.6% | 0.174% | |
4/22/2025 | Ellis Investment Partners LLC | 13,766 | $1.16M | 0.2% | -1.7% | 0.068% | |
4/21/2025 | Blue Trust Inc. | 2,379 | $201K | 0.0% | +142.5% | 0.012% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,292 | $278K | 0.0% | -40.9% | 0.016% | |
4/21/2025 | Centennial Wealth Advisory LLC | 4,741 | $401K | 0.1% | +7.8% | 0.023% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 4,272 | $361K | 0.0% | -18.6% | 0.021% | |
4/17/2025 | Lynch & Associates IN | 18,181 | $1.54M | 0.3% | +1.8% | 0.090% | |
4/17/2025 | Janney Montgomery Scott LLC | 29,064 | $2.46M | 0.0% | -2.2% | 0.143% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,064 | $597K | 0.0% | -38.9% | 0.035% | |
4/15/2025 | CX Institutional | 27,552 | $2.33M | 0.1% | +38.4% | 0.136% | |
4/15/2025 | Integrated Advisors Network LLC | 5,929 | $501K | 0.0% | +179.8% | 0.029% | |
4/14/2025 | Tounjian Advisory Partners LLC | 8,036 | $679K | 0.1% | N/A | 0.040% | |
4/14/2025 | Charter Oak Capital Management LLC | 7,600 | $642K | 0.1% | -3.2% | 0.037% | |
4/10/2025 | Maltin Wealth Management Inc. | 33,182 | $2.80M | 1.3% | +6.4% | 0.163% | |
4/9/2025 | NBC Securities Inc. | 5,693 | $481K | 0.0% | +113,760.0% | 0.028% | |
4/9/2025 | American National Bank & Trust | 6,958 | $588K | 0.1% | +80.8% | 0.034% | |
4/8/2025 | Investors Research Corp | 10,569 | $893K | 0.2% | +9.3% | 0.052% | |
4/8/2025 | Avondale Wealth Management | 1,248 | $105K | 0.1% | N/A | 0.006% | |
4/8/2025 | Advisory Alpha LLC | 2,619 | $221K | 0.0% | -44.5% | 0.013% | |
4/7/2025 | GAMMA Investing LLC | 10,817 | $914K | 0.0% | +8,350.8% | 0.053% | |
4/3/2025 | Versant Capital Management Inc | 352 | $30K | 0.0% | N/A | 0.002% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 11,556 | $1.13M | 0.0% | +65.4% | 0.056% | |
3/12/2025 | Centaurus Financial Inc. | 4,987 | $486K | 0.0% | +4.0% | 0.024% | |
2/25/2025 | Heck Capital Advisors LLC | 19,135 | $1.87M | 0.1% | N/A | 0.109% | |
2/25/2025 | Integrated Advisors Network LLC | 2,119 | $207K | 0.0% | -32.2% | 0.012% | |
2/24/2025 | Hall Capital Management Co. Inc. | 6,252 | $609K | 0.3% | N/A | 0.036% | |
2/18/2025 | Sunbelt Securities Inc. | 8,323 | $818K | 0.1% | +3.5% | 0.047% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 8,312 | $810K | 0.4% | -6.5% | 0.047% | |
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2/17/2025 | Trustco Bank Corp N Y | 2,800 | $273K | 0.3% | -6.0% | 0.016% | |
2/17/2025 | Snowden Capital Advisors LLC | 10,498 | $1.02M | 0.0% | -3.6% | 0.060% | |
2/17/2025 | EP Wealth Advisors LLC | 22,056 | $2.15M | 0.0% | -2.4% | 0.126% | |
2/17/2025 | CoreCap Advisors LLC | 2,536 | $247K | 0.0% | +142.9% | 0.014% | |
2/17/2025 | Cetera Investment Advisers | 56,764 | $5.53M | 0.0% | +3.5% | 0.323% | |
2/17/2025 | Cary Street Partners Financial LLC | 3,074 | $300K | 0.0% | N/A | 0.018% | |
2/17/2025 | Beaumont Capital Management LLC | 56,803 | $5.54M | 4.3% | +0.7% | 0.324% | |
2/17/2025 | Bank of America Corp DE | 1,690,309 | $164.74M | 0.0% | -4.4% | 9.631% | |
2/17/2025 | Benjamin Edwards Inc. | 4,932 | $481K | 0.0% | N/A | 0.028% | |
2/17/2025 | Ameriprise Financial Inc. | 19,848 | $1.93M | 0.0% | -3.1% | 0.113% | |
2/17/2025 | Advocacy Wealth Management Services LLC | 4,124 | $402K | 0.0% | N/A | 0.023% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 4,228 | $412K | 0.0% | -23.0% | 0.024% | |
2/14/2025 | Comerica Bank | 2,229 | $217K | 0.0% | -9.4% | 0.013% | |
2/14/2025 | Lido Advisors LLC | 1,383,365 | $134.82M | 0.6% | +1.6% | 7.882% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 100,626 | $9.81M | 0.0% | -2.9% | 0.573% | |
2/14/2025 | Susquehanna International Group LLP | 26,440 | $2.58M | 0.0% | N/A | 0.151% | |
2/13/2025 | NewEdge Advisors LLC | 21,213 | $2.07M | 0.0% | -11.3% | 0.121% | |
2/13/2025 | Regal Investment Advisors LLC | 16,367 | $1.60M | 0.1% | +12.2% | 0.093% | |
2/13/2025 | Mariner LLC | 53,737 | $5.24M | 0.0% | -7.1% | 0.306% | |
2/13/2025 | Rockefeller Capital Management L.P. | 15,936 | $1.55M | 0.0% | -5.6% | 0.091% | |
2/13/2025 | KDK Private Wealth Management LLC | 16,612 | $1.62M | 1.7% | N/A | 0.095% | |
2/13/2025 | Colonial Trust Advisors | 831 | $81K | 0.0% | -27.9% | 0.005% | |
2/13/2025 | Raymond James Financial Inc. | 27,251 | $2.66M | 0.0% | N/A | 0.155% | |
2/13/2025 | Advisory Services Network LLC | 46,015 | $4.49M | 0.1% | +16.3% | 0.262% | |
2/13/2025 | Renaissance Technologies LLC | 4,700 | $458K | 0.0% | N/A | 0.027% | |
2/13/2025 | Envestnet Asset Management Inc. | 233,623 | $22.77M | 0.0% | -5.2% | 1.331% | |
2/13/2025 | Wells Fargo & Company MN | 27,123 | $2.64M | 0.0% | +5.8% | 0.155% | |
2/12/2025 | Atlas Capital Advisors Inc. | 75,280 | $7.34M | 0.9% | +40.5% | 0.429% | |
2/12/2025 | CIBC Private Wealth Group LLC | 394 | $38K | 0.0% | N/A | 0.002% | |
2/12/2025 | Orion Portfolio Solutions LLC | 16,358 | $1.59M | 0.0% | N/A | 0.093% | |
2/12/2025 | JPMorgan Chase & Co. | 2,978 | $290K | 0.0% | -43.0% | 0.017% | |
2/12/2025 | PKS Advisory Services LLC | 4,756 | $464K | 0.1% | N/A | 0.027% | |
2/11/2025 | Interchange Capital Partners LLC | 3,127 | $305K | 0.1% | -25.2% | 0.018% | |
2/11/2025 | Congress Wealth Management LLC DE | 12,161 | $1.19M | 0.0% | N/A | 0.069% | |
2/11/2025 | LPL Financial LLC | 107,982 | $10.52M | 0.0% | +50.2% | 0.615% | |
2/10/2025 | Thrivent Financial for Lutherans | 73,756 | $7.19M | 0.0% | -49.5% | 0.420% | |
2/10/2025 | Axxcess Wealth Management LLC | 8,927 | $870K | 0.0% | +2.5% | 0.051% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 7,796 | $760K | 0.1% | -88.4% | 0.044% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 5,567 | $543K | 0.0% | +4.9% | 0.032% | |
2/10/2025 | Hilton Capital Management LLC | 6,971 | $679K | 0.1% | +67.4% | 0.040% | |
2/10/2025 | Commonwealth Equity Services LLC | 107,788 | $10.51M | 0.0% | +0.5% | 0.614% | |
2/10/2025 | Penobscot Wealth Management | 35,710 | $3.48M | 1.6% | +3.2% | 0.203% | |
2/10/2025 | Farther Finance Advisors LLC | 11,171 | $1.09M | 0.0% | +17.2% | 0.064% | |
2/7/2025 | HighTower Advisors LLC | 43,138 | $4.20M | 0.0% | -0.9% | 0.246% | |
2/7/2025 | AGF Management Ltd. | 420,913 | $41.02M | 0.2% | +14.3% | 2.398% | |
2/7/2025 | Investors Research Corp | 9,669 | $942K | 0.2% | +5.4% | 0.055% | |
2/7/2025 | Personal CFO Solutions LLC | 10,462 | $1.02M | 0.2% | +4.8% | 0.060% | |
2/7/2025 | Lifeworks Advisors LLC | 24,656 | $2.40M | 0.4% | +27.2% | 0.140% | |
2/6/2025 | Raymond James Financial Inc. | 27,251 | $2.66M | 0.0% | N/A | 0.155% | |
2/6/2025 | Cullen Frost Bankers Inc. | 340 | $33K | 0.0% | N/A | 0.002% | |
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2/6/2025 | Atria Investments Inc | 8,920 | $869K | 0.0% | -16.0% | 0.051% | |
2/6/2025 | Assetmark Inc. | 45,005 | $4.39M | 0.0% | +174.5% | 0.256% | |
2/6/2025 | J.Safra Asset Management Corp | 7,948 | $782K | 0.1% | +491.4% | 0.045% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 1,267,887 | $123.57M | 0.0% | -2.2% | 7.224% | |
2/6/2025 | Meridian Wealth Management LLC | 8,927 | $870K | 0.0% | -20.3% | 0.051% | |
2/6/2025 | Jones Financial Companies Lllp | 6,334 | $617K | 0.0% | +46.4% | 0.036% | |
2/5/2025 | Purkiss Capital Advisors LLC | 4,421 | $431K | 0.4% | N/A | 0.025% | |
2/5/2025 | Fisher Asset Management LLC | 101,520 | $9.89M | 0.0% | -1.7% | 0.578% | |
2/5/2025 | SVB Wealth LLC | 2,183 | $213K | 0.0% | N/A | 0.012% | |
2/4/2025 | Richard Bernstein Advisors LLC | 978,742 | $95.39M | 2.2% | -1.9% | 5.577% | |