1/17/2025 | Apeiron RIA LLC | 9,317 | $484K | 0.1% | N/A | 0.006% | |
1/17/2025 | Capital Planning Advisors LLC | 649,170 | $33.75M | 5.2% | -8.0% | 0.418% | |
1/17/2025 | Cedar Point Capital Partners LLC | 105,243 | $5.47M | 3.7% | +7.9% | 0.068% | |
1/17/2025 | Mutual Advisors LLC | 13,510 | $727K | 0.0% | +27.5% | 0.009% | |
1/17/2025 | Hudson Capital Management LLC | 134,491 | $6.99M | 2.2% | -6.1% | 0.087% | |
1/17/2025 | Janney Montgomery Scott LLC | 78,550 | $4.08M | 0.0% | N/A | 0.051% | |
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1/17/2025 | Baker Ellis Asset Management LLC | 55,000 | $2.86M | 0.4% | +1.9% | 0.035% | |
1/17/2025 | Advisory Alpha LLC | 34,032 | $1.77M | 0.1% | -3.9% | 0.022% | |
1/17/2025 | Nisa Investment Advisors LLC | 170,300 | $8.85M | 0.0% | -49.5% | 0.110% | |
1/17/2025 | Beaumont Financial Advisors LLC | 126,812 | $6.59M | 0.5% | +16.0% | 0.082% | |
1/17/2025 | Atomi Financial Group Inc. | 12,129 | $631K | 0.0% | N/A | 0.008% | |
1/16/2025 | Seven Post Investment Office LP | 69,418 | $3.61M | 1.4% | +1,539.1% | 0.045% | |
1/16/2025 | Harbor Investment Advisory LLC | 169,050 | $8.79M | 0.8% | +2.9% | 0.109% | |
1/16/2025 | Mitchell Mcleod Pugh & Williams Inc. | 14,557 | $757K | 0.2% | +6.4% | 0.009% | |
1/16/2025 | Purus Wealth Management LLC | 95,050 | $4.94M | 2.0% | +11.7% | 0.061% | |
1/16/2025 | Bridgewater Advisors Inc. | 46,001 | $2.44M | 0.3% | +19.3% | 0.030% | |
1/16/2025 | Diversify Advisory Services LLC | 9,820 | $527K | 0.0% | -41.1% | 0.006% | |
1/16/2025 | Diversify Wealth Management LLC | 7,262 | $390K | 0.0% | -54.0% | 0.005% | |
1/16/2025 | My Legacy Advisors LLC | 7,053 | $377K | 0.1% | N/A | 0.005% | |
1/15/2025 | Portside Wealth Group LLC | 82,816 | $4.32M | 0.7% | -1.5% | 0.053% | |
1/15/2025 | Astoria Portfolio Advisors LLC. | 26,292 | $1.39M | 0.5% | -74.5% | 0.017% | |
1/15/2025 | Ameritas Advisory Services LLC | 15,273 | $794K | 0.0% | N/A | 0.010% | |
1/15/2025 | Merit Financial Group LLC | 33,267 | $1.73M | 0.0% | -2.2% | 0.021% | |
1/15/2025 | Relyea Zuckerberg Hanson LLC | 11,180 | $581K | 0.1% | N/A | 0.007% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 58,800 | $3.06M | 0.1% | -1.9% | 0.038% | |
1/15/2025 | RDA Financial Network | 4,059 | $211K | 0.1% | N/A | 0.003% | |
1/15/2025 | Kraematon Investment Advisors Inc. | 59,832 | $3.11M | 3.1% | +0.8% | 0.039% | |
1/15/2025 | Inspirion Wealth Advisors LLC | 101,692 | $5.34M | 0.7% | +3.4% | 0.066% | |
1/14/2025 | Financial Enhancement Group LLC | 97,064 | $5.12M | 0.8% | +751.5% | 0.063% | |
1/14/2025 | Redhawk Wealth Advisors Inc. | 4,550 | $237K | 0.0% | +5.4% | 0.003% | |
1/14/2025 | Smith Anglin Financial LLC | 7,480 | $389K | 0.0% | -17.8% | 0.005% | |
1/14/2025 | Peak Financial Advisors LLC | 225,780 | $11.74M | 6.1% | -0.4% | 0.145% | |
1/14/2025 | Apella Capital LLC | 20,178 | $1.05M | 0.0% | +16.5% | 0.013% | |
1/14/2025 | First Community Trust NA | 835 | $43K | 0.0% | N/A | 0.001% | |
1/14/2025 | Park Avenue Securities LLC | 42,169 | $2.19M | 0.0% | +351.1% | 0.027% | |
1/14/2025 | SeaCrest Wealth Management LLC | 16,043 | $834K | 0.1% | +8.6% | 0.010% | |
1/14/2025 | Sovereign Financial Group Inc. | 10,080 | $524K | 0.1% | +5.5% | 0.006% | |
1/14/2025 | Wallace Advisory Group LLC | 60,496 | $3.15M | 2.2% | +3.6% | 0.039% | |
1/14/2025 | Myecfo LLC | 17,045 | $886K | 0.5% | +12.1% | 0.011% | |
1/14/2025 | Fortis Advisors LLC | 81,895 | $4.26M | 2.8% | -0.8% | 0.053% | |
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1/14/2025 | Rosenberg Matthew Hamilton | 2,044 | $106K | 0.0% | N/A | 0.001% | |
1/14/2025 | Signal Advisors Wealth LLC | 5,354 | $278K | 0.0% | N/A | 0.003% | |
1/13/2025 | Sentinel Pension Advisors Inc. | 432,786 | $22.50M | 4.2% | +1.8% | 0.279% | |
1/13/2025 | Signet Financial Management LLC | 8,346 | $434K | 0.1% | -3.4% | 0.005% | |
1/13/2025 | Courier Capital LLC | 32,463 | $1.69M | 0.1% | N/A | 0.021% | |
1/13/2025 | Miracle Mile Advisors LLC | 280,792 | $14.60M | 0.3% | -6.5% | 0.181% | |
1/13/2025 | Brookstone Capital Management | 99,042 | $5.15M | 0.1% | +25.5% | 0.064% | |
1/13/2025 | Matrix Trust Co | 4,756 | $247K | 0.0% | -50.8% | 0.003% | |
1/10/2025 | HBW Advisory Services LLC | 6,628 | $345K | 0.0% | -24.5% | 0.004% | |
1/10/2025 | Baker Tilly Wealth Management LLC | 52,495 | $2.73M | 1.1% | +4.3% | 0.034% | |
1/7/2025 | Bangor Savings Bank | 369,359 | $19.20M | 1.8% | +6.0% | 0.238% | |
1/3/2025 | Versant Capital Management Inc | 131,882 | $6.86M | 1.5% | -1.6% | 0.085% | |
1/2/2025 | Confluence Investment Management LLC | 627,966 | $32.65M | 0.5% | +1.0% | 0.404% | |
12/26/2024 | JPMorgan Chase & Co. | 176,936 | $9.22M | 0.0% | -19.7% | 0.114% | |
12/9/2024 | Copley Financial Group Inc. | 138,685 | $7.23M | 6.6% | N/A | 0.089% | |
11/29/2024 | American Trust | 6,253 | $326K | 0.0% | -93.6% | 0.004% | |
11/25/2024 | Synovus Financial Corp | 244,514 | $12.75M | 0.1% | +82.1% | 0.157% | |
11/25/2024 | Tidal Investments LLC | 1,553,777 | $81.00M | 0.8% | +0.1% | 1.001% | |
11/21/2024 | Anchor Investment Management LLC | 5,461 | $285K | 0.0% | -8.4% | 0.004% | |
11/20/2024 | Virtu Financial LLC | 32,184 | $1.68M | 0.1% | N/A | 0.021% | |
11/18/2024 | Hobbs Group Advisors LLC | 126,712 | $6.61M | 2.4% | +3.3% | 0.082% | |
11/18/2024 | Arete Wealth Advisors LLC | 121,124 | $6.31M | 0.5% | -5.2% | 0.078% | |
11/18/2024 | Brown Financial Advisors | 31,346 | $1.63M | 0.7% | +4.3% | 0.020% | |
11/15/2024 | Continuum Advisory LLC | 18,033 | $917K | 0.1% | -8.8% | 0.012% | |
11/15/2024 | Public Employees Retirement System of Ohio | 37,200 | $1.94M | 0.0% | N/A | 0.024% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 39,800 | $2.08M | 0.0% | +10.6% | 0.026% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 1,429 | $74K | 0.0% | N/A | 0.001% | |
11/15/2024 | MML Investors Services LLC | 94,430 | $4.92M | 0.0% | +3.9% | 0.061% | |
11/15/2024 | Orion Portfolio Solutions LLC | 293,073 | $15.28M | 0.3% | -8.0% | 0.189% | |
11/15/2024 | National Bank of Canada FI | 132,239 | $6.89M | 0.0% | +8,398.7% | 0.085% | |
11/15/2024 | EP Wealth Advisors LLC | 4,245 | $221K | 0.0% | N/A | 0.003% | |
11/15/2024 | Jane Street Group LLC | 70,388 | $3.67M | 0.0% | -60.4% | 0.045% | |
11/15/2024 | Stansberry Asset Management LLC | 34,429 | $1.80M | 0.2% | +17.4% | 0.022% | |
11/15/2024 | State Street Corp | 3,226,956 | $168.22M | 0.0% | +43.2% | 2.079% | |
11/15/2024 | Stifel Financial Corp | 2,141,060 | $111.61M | 0.1% | +2.2% | 1.379% | |
11/15/2024 | Swmg LLC | 19,058 | $972K | 0.4% | -20.3% | 0.012% | |
11/15/2024 | Quadrature Capital Ltd | 1,624,903 | $84.71M | 1.9% | N/A | 1.047% | |
11/15/2024 | IHT Wealth Management LLC | 18,505 | $965K | 0.0% | +25.3% | 0.012% | |
11/15/2024 | HighTower Advisors LLC | 934,077 | $48.71M | 0.1% | -4.6% | 0.602% | |
11/15/2024 | Hollow Brook Wealth Management LLC | 1,162,135 | $60.58M | 18.0% | +0.6% | 0.749% | |
11/15/2024 | Benjamin Edwards Inc. | 1,432,715 | $74.69M | 1.1% | +1,805.0% | 0.923% | |
11/14/2024 | Timber Creek Capital Management LLC | 221,394 | $11.54M | 3.2% | -0.8% | 0.143% | |
11/14/2024 | Encompass More Asset Management | 149,513 | $7.79M | 3.0% | +75.8% | 0.096% | |
11/14/2024 | Flow Traders U.S. LLC | 52,361 | $2.73M | 0.1% | N/A | 0.034% | |
11/14/2024 | Captrust Financial Advisors | 7,362 | $384K | 0.0% | N/A | 0.005% | |
11/14/2024 | Rockefeller Capital Management L.P. | 338,741 | $17.65M | 0.0% | +65.0% | 0.218% | |
11/14/2024 | Noesis Capital Mangement Corp | 4,044 | $211K | 0.0% | N/A | 0.003% | |
11/14/2024 | Fiduciary Trust Co | 4,078 | $213K | 0.0% | N/A | 0.003% | |
11/14/2024 | WFA of San Diego LLC | 36,501 | $1.90M | 1.6% | -1.4% | 0.024% | |
11/14/2024 | CreativeOne Wealth LLC | 53,166 | $2.77M | 0.1% | +183.6% | 0.034% | |
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11/13/2024 | Townsquare Capital LLC | 679,830 | $35.44M | 0.4% | +12.0% | 0.438% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 86,303 | $4.50M | 0.4% | N/A | 0.056% | |
11/13/2024 | FMR LLC | 7,425 | $387K | 0.0% | +50.2% | 0.005% | |
11/13/2024 | The Manufacturers Life Insurance Company | 688,018 | $35.87M | 0.0% | +0.1% | 0.443% | |
11/13/2024 | Acorn Wealth Advisors LLC | 16,810 | $876K | 0.4% | -14.4% | 0.011% | |
11/13/2024 | Independent Advisor Alliance | 9,931 | $518K | 0.0% | +2.5% | 0.006% | |
11/12/2024 | Managed Asset Portfolios LLC | 113,457 | $5.92M | 0.8% | +0.5% | 0.073% | |
11/12/2024 | One Charles Private Wealth Services LLC | 22,832 | $1.19M | 0.5% | -46.3% | 0.015% | |
11/12/2024 | Kingsview Wealth Management LLC | 14,509 | $756K | 0.0% | -3.3% | 0.009% | |
11/12/2024 | Cerity Partners LLC | 823,185 | $42.91M | 0.1% | +50.8% | 0.530% | |