7/15/2025 | Regatta Capital Group LLC | 7,578 | $476K | 0.1% | N/A | 0.039% | |
7/14/2025 | Mechanics Bank Trust Department | 73,282 | $4.60M | 0.7% | +17.9% | 0.377% | |
7/14/2025 | Abound Wealth Management | 529 | $33K | 0.0% | N/A | 0.003% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 16,987 | $1.08M | 0.0% | -20.5% | 0.087% | |
7/9/2025 | Pallas Capital Advisors LLC | 14,128 | $887K | 0.0% | +3.0% | 0.073% | |
7/8/2025 | Strategic Advocates LLC | 7,779 | $489K | 0.1% | N/A | 0.040% | |
7/8/2025 | RMR Wealth Builders | 3,540 | $222K | 0.0% | -7.0% | 0.018% | |
7/7/2025 | Roxbury Financial LLC | 2,124 | $133K | 0.1% | +495.0% | 0.011% | |
6/27/2025 | Goldman Sachs Group Inc. | 74,421 | $4.51M | 0.0% | +1,088.1% | 0.384% | |
5/27/2025 | Advisors Capital Management LLC | 35,643 | $2.16M | 0.0% | -2.5% | 0.182% | |
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5/19/2025 | Jane Street Group LLC | 14,342 | $869K | 0.0% | N/A | 0.073% | |
5/16/2025 | Empowered Funds LLC | 8,624 | $523K | 0.0% | N/A | 0.044% | |
5/16/2025 | Ascent Group LLC | 3,690 | $224K | 0.0% | N/A | 0.019% | |
5/16/2025 | Goldman Sachs Group Inc. | 74,421 | $4.51M | 0.0% | +1,088.1% | 0.378% | |
5/16/2025 | NewEdge Advisors LLC | 117,894 | $7.15M | 0.0% | +15.0% | 0.598% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 10,044 | $609K | 0.0% | +48.9% | 0.051% | |
5/15/2025 | Royal Bank of Canada | 109,915 | $6.66M | 0.0% | +104.7% | 0.558% | |
5/14/2025 | Valley Financial Group Inc. | 5,588 | $339K | 0.2% | +5.3% | 0.028% | |
5/14/2025 | Samalin Investment Counsel LLC | 5,491 | $333K | 0.1% | -42.7% | 0.028% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 28,680 | $1.74M | 0.0% | +1.3% | 0.146% | |
5/14/2025 | Kestra Advisory Services LLC | 322,675 | $19.56M | 0.1% | -1.8% | 1.638% | |
5/14/2025 | Capital Analysts LLC | 33,319 | $2.02M | 0.1% | -6.6% | 0.169% | |
5/13/2025 | Raymond James Financial Inc. | 102,697 | $6.23M | 0.0% | +0.6% | 0.521% | |
5/9/2025 | Exencial Wealth Advisors LLC | 84,548 | $5.13M | 0.2% | -0.7% | 0.429% | |
5/9/2025 | Atria Wealth Solutions Inc. | 9,702 | $588K | 0.0% | +26.3% | 0.049% | |
5/9/2025 | Cary Street Partners Financial LLC | 9,831 | $596K | 0.0% | -6.0% | 0.050% | |
5/9/2025 | Commonwealth Equity Services LLC | 755,697 | $45.81M | 0.1% | +1.0% | 3.836% | |
5/8/2025 | Hoxton Planning & Management LLC | 3,561 | $216K | 0.1% | N/A | 0.018% | |
5/8/2025 | Howard Capital Management Inc. | 42,217 | $2.56M | 0.0% | +30.3% | 0.214% | |
5/7/2025 | Foundations Investment Advisors LLC | 65,871 | $3.99M | 0.1% | +282.1% | 0.334% | |
5/7/2025 | LPL Financial LLC | 197,160 | $11.95M | 0.0% | +17.5% | 1.001% | |
5/7/2025 | Nvwm LLC | 18,584 | $1.13M | 0.3% | +1.9% | 0.094% | |
5/6/2025 | Cetera Investment Advisers | 167,954 | $10.18M | 0.0% | +15.6% | 0.853% | |
5/6/2025 | AE Wealth Management LLC | 75,483 | $4.58M | 0.0% | +12.7% | 0.383% | |
5/5/2025 | Kestra Private Wealth Services LLC | 24,549 | $1.49M | 0.0% | +20.5% | 0.125% | |
5/5/2025 | Private Advisor Group LLC | 5,994 | $363K | 0.0% | +3.6% | 0.030% | |
5/2/2025 | Cullen Frost Bankers Inc. | 7,734 | $469K | 0.0% | +156.3% | 0.039% | |
5/2/2025 | Segall Bryant & Hamill LLC | 234,546 | $14.22M | 0.2% | -11.1% | 1.191% | |
5/2/2025 | Sigma Planning Corp | 7,629 | $462K | 0.0% | +10.3% | 0.039% | |
4/30/2025 | Cerity Partners LLC | 4,143 | $251K | 0.0% | +9.6% | 0.021% | |
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4/30/2025 | GFG Capital LLC | 127,895 | $7.75M | 2.3% | -21.4% | 0.649% | |
4/29/2025 | Envestnet Asset Management Inc. | 611,643 | $37.08M | 0.0% | +3.3% | 3.105% | |
4/29/2025 | Silver Oak Securities Incorporated | 6,371 | $383K | 0.0% | -78.6% | 0.032% | |
4/28/2025 | Weaver Consulting Group | 44,312 | $2.69M | 0.8% | -0.9% | 0.225% | |
4/25/2025 | Westside Investment Management Inc. | 14,730 | $893K | 0.2% | -6.1% | 0.067% | |
4/25/2025 | Ameritas Advisory Services LLC | 255,706 | $15.50M | 0.6% | -2.4% | 1.157% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 9,695 | $588K | 0.0% | +24.2% | 0.044% | |
4/24/2025 | Sunbelt Securities Inc. | 11,464 | $695K | 0.1% | +87.1% | 0.052% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 42,786 | $2.59M | 0.0% | -24.3% | 0.194% | |
4/21/2025 | Abundance Wealth Counselors | 83,854 | $4.91M | 1.0% | -56.9% | 0.379% | |
4/21/2025 | Silver Oak Securities Incorporated | 94,661 | $5.35M | 0.5% | +217.7% | 0.428% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 13,738 | $833K | 0.0% | -5.2% | 0.062% | |
4/21/2025 | Johnson Investment Counsel Inc. | 4,893 | $297K | 0.0% | -7.0% | 0.022% | |
4/15/2025 | Integrated Advisors Network LLC | 10,880 | $660K | 0.0% | N/A | 0.049% | |
4/14/2025 | Pallas Capital Advisors LLC | 13,721 | $832K | 0.0% | +1.7% | 0.062% | |
4/14/2025 | Buttonwood Financial Group LLC | 8,901 | $508K | 0.3% | N/A | 0.040% | |
4/11/2025 | Snider Financial Group | 9,758 | $592K | 0.2% | -2.1% | 0.044% | |
4/9/2025 | Mechanics Bank Trust Department | 62,171 | $3.77M | 0.5% | -0.9% | 0.281% | |
4/7/2025 | GAMMA Investing LLC | 11,639 | $706K | 0.0% | +5,962.0% | 0.053% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 21,297 | $1.29M | 0.0% | -0.9% | 0.095% | |
3/11/2025 | Campbell Deegan Wealth Management LLC | 288,687 | $17.49M | 21.0% | N/A | 1.289% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 6,747 | $409K | 0.0% | -15.3% | 0.036% | |
2/17/2025 | Two Sigma Investments LP | 83,500 | $5.06M | 0.0% | +85.6% | 0.447% | |
2/17/2025 | EP Wealth Advisors LLC | 1,822 | $110K | 0.0% | +11.2% | 0.010% | |
2/17/2025 | Cetera Investment Advisers | 145,301 | $8.80M | 0.0% | +5.4% | 0.777% | |
2/17/2025 | Cary Street Partners Financial LLC | 10,460 | $634K | 0.0% | N/A | 0.056% | |
2/17/2025 | Bank of America Corp DE | 393,395 | $23.84M | 0.0% | +37.7% | 2.104% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 5,107 | $309K | 0.0% | -40.0% | 0.027% | |
2/14/2025 | Lido Advisors LLC | 130,281 | $7.89M | 0.0% | -1.7% | 0.697% | |
2/14/2025 | Betterment LLC | 7,682 | $465K | 0.0% | -8.8% | 0.041% | |
2/14/2025 | Capital Analysts LLC | 35,667 | $2.16M | 0.1% | -38.0% | 0.191% | |
2/14/2025 | Susquehanna International Group LLP | 40,368 | $2.45M | 0.0% | -28.3% | 0.216% | |
2/14/2025 | Stifel Financial Corp | 43,592 | $2.64M | 0.0% | +30.5% | 0.233% | |
2/13/2025 | NewEdge Advisors LLC | 102,526 | $6.21M | 0.0% | -2.5% | 0.548% | |
2/13/2025 | Mariner LLC | 5,343 | $324K | 0.0% | +21.8% | 0.029% | |
2/13/2025 | Advisors Capital Management LLC | 36,571 | $2.22M | 0.0% | +1.0% | 0.196% | |
2/13/2025 | Rockefeller Capital Management L.P. | 41,322 | $2.50M | 0.0% | -3.6% | 0.221% | |
2/13/2025 | Raymond James Financial Inc. | 102,094 | $6.19M | 0.0% | N/A | 0.546% | |
2/13/2025 | Advisory Services Network LLC | 13,887 | $841K | 0.0% | -6.2% | 0.074% | |
2/13/2025 | Cerity Partners LLC | 3,780 | $229K | 0.0% | -14.0% | 0.020% | |
2/13/2025 | FMR LLC | 10,286,431 | $623.26M | 0.0% | +10.0% | 55.008% | |
2/13/2025 | Envestnet Asset Management Inc. | 592,338 | $35.89M | 0.0% | +6.8% | 3.168% | |
2/13/2025 | Wells Fargo & Company MN | 1,738 | $105K | 0.0% | +1,106.9% | 0.009% | |
2/12/2025 | Orion Portfolio Solutions LLC | 4,032 | $244K | 0.0% | N/A | 0.022% | |
2/12/2025 | JPMorgan Chase & Co. | 69,054 | $4.18M | 0.0% | -5.2% | 0.369% | |
2/11/2025 | Segall Bryant & Hamill LLC | 263,690 | $15.98M | 0.2% | -4.7% | 1.410% | |
2/11/2025 | Hershey Financial Advisers LLC | 19,768 | $1.20M | 1.1% | N/A | 0.106% | |
2/11/2025 | LPL Financial LLC | 167,858 | $10.17M | 0.0% | +5.7% | 0.898% | |
2/11/2025 | Samalin Investment Counsel LLC | 9,584 | $581K | 0.2% | -7.4% | 0.051% | |
2/11/2025 | Absolute Capital Management LLC | 4,657 | $282K | 0.2% | +10.7% | 0.025% | |
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2/10/2025 | Thrivent Financial for Lutherans | 111,638 | $6.96M | 0.0% | -3.6% | 0.597% | |
2/10/2025 | Corient Private Wealth LLC | 266,044 | $15.78M | 0.0% | -4.7% | 1.423% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 14,489 | $878K | 0.0% | +42.5% | 0.077% | |
2/10/2025 | Commonwealth Equity Services LLC | 748,404 | $45.35M | 0.1% | +3.2% | 4.002% | |
2/10/2025 | Avantax Advisory Services Inc. | 12,541 | $760K | 0.0% | +42.0% | 0.067% | |
2/7/2025 | Independent Advisor Alliance | 3,968 | $240K | 0.0% | N/A | 0.021% | |
2/6/2025 | Raymond James Financial Inc. | 102,094 | $6.19M | 0.0% | N/A | 0.546% | |
2/6/2025 | Cullen Frost Bankers Inc. | 3,018 | $183K | 0.0% | +35.5% | 0.016% | |
2/6/2025 | Snider Financial Group | 9,967 | $604K | 0.2% | N/A | 0.053% | |
2/6/2025 | Exencial Wealth Advisors LLC | 85,103 | $5.16M | 0.2% | +1.1% | 0.455% | |