4/2/2025 | Marotta Asset Management | 90,395 | $4.62M | 1.0% | -3.5% | 0.361% | |
3/4/2025 | Buska Wealth Management LLC | 27,456 | $1.36M | 0.4% | -17.8% | 0.111% | |
2/25/2025 | Heck Capital Advisors LLC | 27,645 | $1.37M | 0.1% | N/A | 0.112% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 9,108 | $450K | 0.2% | -24.0% | 0.039% | |
2/17/2025 | WBI Investments LLC | 20,845 | $1.03M | 0.3% | -4.1% | 0.090% | |
2/17/2025 | Snowden Capital Advisors LLC | 28,714 | $1.42M | 0.0% | -1.0% | 0.124% | |
2/17/2025 | Full Sail Capital LLC | 98,719 | $4.88M | 0.3% | -1.2% | 0.426% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 7,326 | $362K | 0.0% | N/A | 0.032% | |
2/17/2025 | Cetera Investment Advisers | 29,081 | $1.44M | 0.0% | +1.2% | 0.125% | |
2/17/2025 | Bank of America Corp DE | 42,806 | $2.12M | 0.0% | +0.7% | 0.185% | |
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2/17/2025 | Ameriprise Financial Inc. | 39,753 | $1.97M | 0.0% | -16.2% | 0.171% | |
2/14/2025 | Jane Street Group LLC | 32,409 | $1.60M | 0.0% | N/A | 0.140% | |
2/14/2025 | Lido Advisors LLC | 1,153,894 | $57.04M | 0.3% | +3.8% | 4.974% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 98,114 | $4.85M | 0.0% | -45.7% | 0.423% | |
2/14/2025 | Susquehanna International Group LLP | 97,267 | $4.81M | 0.0% | +9.9% | 0.419% | |
2/14/2025 | Stifel Financial Corp | 52,006 | $2.57M | 0.0% | -6.4% | 0.224% | |
2/14/2025 | GeoWealth Management LLC | 8,763 | $433K | 0.0% | +16.5% | 0.038% | |
2/13/2025 | Demars Financial Group LLC | 4,055,053 | $200.44M | 0.6% | +96,425.9% | 17.479% | |
2/13/2025 | NewEdge Advisors LLC | 91,834 | $4.54M | 0.0% | -4.8% | 0.396% | |
2/13/2025 | Mariner LLC | 10,036 | $496K | 0.0% | -14.2% | 0.043% | |
2/13/2025 | Rockefeller Capital Management L.P. | 29,306 | $1.45M | 0.0% | -9.8% | 0.126% | |
2/13/2025 | KDK Private Wealth Management LLC | 24,439 | $1.21M | 1.3% | N/A | 0.105% | |
2/13/2025 | Raymond James Financial Inc. | 6,812 | $337K | 0.0% | N/A | 0.029% | |
2/13/2025 | Advisory Services Network LLC | 7,809 | $386K | 0.0% | -10.7% | 0.034% | |
2/13/2025 | Envestnet Asset Management Inc. | 114,704 | $5.67M | 0.0% | -56.7% | 0.494% | |
2/13/2025 | Wells Fargo & Company MN | 35,872 | $1.77M | 0.0% | +26.7% | 0.155% | |
2/12/2025 | Atlas Capital Advisors Inc. | 143,772 | $7.11M | 0.9% | -10.9% | 0.620% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 4,185 | $207K | 0.0% | N/A | 0.018% | |
2/12/2025 | JPMorgan Chase & Co. | 47,764 | $2.36M | 0.0% | -2.5% | 0.206% | |
2/12/2025 | UNIVEST FINANCIAL Corp | 64,674 | $3.20M | 0.2% | N/A | 0.279% | |
2/11/2025 | LPL Financial LLC | 384,690 | $19.02M | 0.0% | +54.2% | 1.658% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 4,905 | $242K | 0.0% | +5.6% | 0.021% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 10,512 | $520K | 0.0% | -3.8% | 0.045% | |
2/10/2025 | Commonwealth Equity Services LLC | 410,091 | $20.27M | 0.0% | +1.9% | 1.768% | |
2/7/2025 | HighTower Advisors LLC | 14,882 | $736K | 0.0% | +10.1% | 0.064% | |
2/7/2025 | AGF Management Ltd. | 430,580 | $21.28M | 0.1% | -1.0% | 1.856% | |
2/7/2025 | Independent Advisor Alliance | 19,547 | $966K | 0.0% | +149.9% | 0.084% | |
2/7/2025 | Lifeworks Advisors LLC | 35,640 | $1.76M | 0.3% | +17.6% | 0.154% | |
2/7/2025 | Larson Financial Group LLC | 170,748 | $8.44M | 0.4% | +7.3% | 0.736% | |
2/7/2025 | PNC Financial Services Group Inc. | 10,404 | $514K | 0.0% | +580.4% | 0.045% | |
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2/6/2025 | Raymond James Financial Inc. | 6,812 | $337K | 0.0% | N/A | 0.029% | |
2/6/2025 | Assetmark Inc. | 16,874 | $834K | 0.0% | +4,423.9% | 0.073% | |
2/6/2025 | Keybank National Association OH | 6,826 | $337K | 0.0% | -12.7% | 0.029% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 2,253,707 | $111.40M | 0.0% | +1.0% | 9.714% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 14,515 | $717K | 0.0% | -2.8% | 0.063% | |
2/6/2025 | Meridian Wealth Management LLC | 13,211 | $653K | 0.0% | -16.9% | 0.057% | |
2/6/2025 | Jones Financial Companies Lllp | 5,797 | $287K | 0.0% | +97.4% | 0.025% | |
2/5/2025 | SRS Capital Advisors Inc. | 33,894 | $1.68M | 0.1% | N/A | 0.146% | |
2/5/2025 | Cape Investment Advisory Inc. | 1,006 | $50K | 0.0% | +1,696.4% | 0.004% | |
2/5/2025 | Fisher Asset Management LLC | 11,697 | $578K | 0.0% | +17.1% | 0.050% | |
2/4/2025 | Exchange Capital Management Inc. | 21,376 | $1.06M | 0.2% | -1.0% | 0.092% | |
2/4/2025 | Partners Wealth Management LLC | 15,835 | $783K | 0.9% | N/A | 0.068% | |
2/3/2025 | Sigma Planning Corp | 32,702 | $1.62M | 0.1% | -8.0% | 0.141% | |
2/3/2025 | Bray Capital Advisors | 580 | $29K | 0.0% | -94.1% | 0.003% | |
2/3/2025 | Pacific Sun Financial Corp | 11,488 | $568K | 0.3% | -12.4% | 0.050% | |
2/3/2025 | Private Advisor Group LLC | 17,474 | $864K | 0.0% | -4.5% | 0.075% | |
2/3/2025 | Financial Perspectives Inc | 110,875 | $5.48M | 1.8% | +2.3% | 0.478% | |
1/31/2025 | Global Retirement Partners LLC | 3,641 | $180K | 0.0% | +151.5% | 0.016% | |
1/31/2025 | Atria Wealth Solutions Inc. | 36,495 | $1.80M | 0.0% | -82.8% | 0.157% | |
1/31/2025 | Systelligence LLC | 146,556 | $7.24M | 1.8% | -44.0% | 0.632% | |
1/31/2025 | J.W. Cole Advisors Inc. | 64,792 | $3.20M | 0.1% | +2.0% | 0.279% | |
1/30/2025 | Allworth Financial LP | 2,556 | $125K | 0.0% | +264.1% | 0.011% | |
1/30/2025 | Strategic Financial Concepts LLC | 117,071 | $5.79M | 0.2% | N/A | 0.505% | |
1/30/2025 | Principal Securities Inc. | 42,466 | $2.10M | 0.0% | +3.9% | 0.183% | |
1/30/2025 | Roxbury Financial LLC | 56,657 | $2.96M | 2.9% | N/A | 0.244% | |
1/30/2025 | Compass Financial Group INC SD | 177,042 | $8.75M | 1.7% | +8.6% | 0.763% | |
1/29/2025 | Soltis Investment Advisors LLC | 8,075 | $399K | 0.0% | -3.0% | 0.035% | |
1/29/2025 | Wingate Wealth Advisors Inc. | 3,648 | $180K | 0.2% | N/A | 0.016% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 843 | $42K | 0.0% | N/A | 0.004% | |
1/28/2025 | Strategic Financial Concepts LLC | 117,071 | $5.79M | 0.0% | N/A | 0.505% | |
1/24/2025 | Yoder Wealth Management Inc. | 30,790 | $1.52M | 0.8% | +12.1% | 0.133% | |
1/23/2025 | Heck Capital Advisors LLC | 27,645 | $1.37M | 0.1% | N/A | 0.119% | |
1/23/2025 | Fifth Third Securities Inc. | 11,758 | $581K | 0.0% | -19.5% | 0.051% | |
1/22/2025 | VCI Wealth Management LLC | 20,924 | $1.03M | 0.4% | +50.2% | 0.090% | |
1/22/2025 | Apexium Financial LP | 4,426 | $219K | 0.0% | N/A | 0.019% | |
1/21/2025 | RFG Advisory LLC | 11,735 | $580K | 0.0% | -6.5% | 0.051% | |
1/17/2025 | Dakota Wealth Management | 13,045 | $645K | 0.0% | -7.3% | 0.056% | |
1/17/2025 | Beaumont Financial Advisors LLC | 38,894 | $1.92M | 0.1% | +20.0% | 0.168% | |
1/15/2025 | Walker Financial Services Inc. | 36,259 | $1.79M | 1.0% | +4.2% | 0.156% | |
1/15/2025 | Smith Salley Wealth Management | 23,477 | $1.16M | 0.1% | -16.3% | 0.101% | |
1/15/2025 | Ameritas Advisory Services LLC | 12,620 | $624K | 0.0% | +56.3% | 0.054% | |
1/15/2025 | Arkadios Wealth Advisors | 31,535 | $1.56M | 0.1% | -21.1% | 0.136% | |
1/15/2025 | LongView Wealth Management | 5,712 | $282K | 0.1% | +12.1% | 0.025% | |
1/15/2025 | Certified Advisory Corp | 213,386 | $10.55M | 1.1% | N/A | 0.920% | |
1/14/2025 | Define Financial LLC | 4,316 | $213K | 0.2% | N/A | 0.019% | |
1/10/2025 | Avondale Wealth Management | 104,796 | $5.18M | 3.3% | N/A | 0.452% | |
1/10/2025 | Marotta Asset Management | 93,656 | $4.61M | 1.0% | +3.6% | 0.404% | |
12/26/2024 | JPMorgan Chase & Co. | 48,975 | $2.50M | 0.0% | -7.4% | 0.211% | |
11/18/2024 | Soltis Investment Advisors LLC | 8,322 | $425K | 0.0% | +6.0% | 0.036% | |
11/15/2024 | MML Investors Services LLC | 14,675 | $749K | 0.0% | +25.4% | 0.063% | |
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11/15/2024 | Kovitz Investment Group Partners LLC | 180,728 | $9.24M | 0.1% | +13.4% | 0.779% | |
11/15/2024 | Stifel Financial Corp | 55,573 | $2.84M | 0.0% | +7.9% | 0.240% | |
11/15/2024 | HighTower Advisors LLC | 13,516 | $689K | 0.0% | -6.4% | 0.058% | |
11/14/2024 | Rockefeller Capital Management L.P. | 32,500 | $1.66M | 0.0% | -14.0% | 0.140% | |
11/13/2024 | FMR LLC | 59,932 | $3.06M | 0.0% | +16.6% | 0.258% | |
11/13/2024 | Independent Advisor Alliance | 7,821 | $399K | 0.0% | -4.8% | 0.034% | |
11/12/2024 | Larson Financial Group LLC | 159,195 | $8.13M | 0.5% | +523.6% | 0.686% | |
11/12/2024 | Kingsview Wealth Management LLC | 6,857 | $350K | 0.0% | -11.8% | 0.030% | |
11/12/2024 | Meridian Wealth Management LLC | 15,900 | $812K | 0.0% | N/A | 0.069% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 2,230,440 | $113.86M | 0.0% | +0.9% | 9.614% | |