4/3/2025 | First Citizens Financial Corp | 46,049 | $2.27M | 1.3% | -3.0% | 0.172% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 20,133 | $917K | 0.0% | +27.1% | 0.075% | |
3/6/2025 | Kilter Group LLC | 6,658 | $303K | 0.2% | N/A | 0.025% | |
2/26/2025 | Capital A Wealth Management LLC | 553 | $25K | 0.0% | N/A | 0.002% | |
2/26/2025 | Virtue Capital Management LLC | 5,788 | $264K | 0.1% | N/A | 0.021% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 6,702 | $305K | 0.0% | -40.7% | 0.025% | |
2/24/2025 | Ameriflex Group Inc. | 748 | $35K | 0.0% | N/A | 0.003% | |
2/18/2025 | Sunbelt Securities Inc. | 39,268 | $1.77M | 0.2% | +10.3% | 0.143% | |
2/18/2025 | Retirement Planning Group LLC | 7,047 | $321K | 0.0% | +3.9% | 0.026% | |
2/18/2025 | First Heartland Consultants Inc. | 8,355 | $381K | 0.0% | N/A | 0.030% | |
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2/18/2025 | Continuum Advisory LLC | 3,700 | $169K | 0.0% | N/A | 0.013% | |
2/17/2025 | Royal Bank of Canada | 350,229 | $15.96M | 0.0% | -25.7% | 1.274% | |
2/17/2025 | Quantinno Capital Management LP | 11,583 | $528K | 0.0% | +38.1% | 0.042% | |
2/17/2025 | FWL Investment Management LLC | 1,055 | $48K | 0.0% | N/A | 0.004% | |
2/17/2025 | EP Wealth Advisors LLC | 3,859 | $176K | 0.0% | +14.7% | 0.014% | |
2/17/2025 | CoreCap Advisors LLC | 5,020 | $229K | 0.0% | -11.3% | 0.018% | |
2/17/2025 | Cresset Asset Management LLC | 17,595 | $802K | 0.0% | -55.3% | 0.064% | |
2/17/2025 | Cetera Investment Advisers | 171,355 | $7.81M | 0.0% | +2.5% | 0.623% | |
2/17/2025 | Captrust Financial Advisors | 35,867 | $1.63M | 0.0% | +3.1% | 0.130% | |
2/17/2025 | Baird Financial Group Inc. | 29,316 | $1.34M | 0.0% | -2.4% | 0.107% | |
2/17/2025 | Bank of America Corp DE | 1,237,799 | $56.41M | 0.0% | -10.4% | 4.501% | |
2/17/2025 | BNP Paribas Financial Markets | 19,571 | $892K | 0.0% | -20.2% | 0.071% | |
2/17/2025 | Ameriprise Financial Inc. | 293,672 | $13.38M | 0.0% | +47.6% | 1.068% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 75,076 | $3.42M | 0.0% | +0.6% | 0.273% | |
2/14/2025 | Jane Street Group LLC | 25,494 | $1.16M | 0.0% | N/A | 0.093% | |
2/14/2025 | Comerica Bank | 7,443 | $339K | 0.0% | +14.9% | 0.027% | |
2/14/2025 | Northern Trust Corp | 6,569 | $299K | 0.0% | -29.5% | 0.024% | |
2/14/2025 | Optiver Holding B.V. | 3,480 | $159K | 0.0% | N/A | 0.013% | |
2/14/2025 | Beacon Pointe Advisors LLC | 4,921 | $224K | 0.0% | N/A | 0.018% | |
2/14/2025 | Integrated Wealth Concepts LLC | 54,134 | $2.47M | 0.0% | +81.5% | 0.197% | |
2/14/2025 | IHT Wealth Management LLC | 32,231 | $1.47M | 0.0% | +4.9% | 0.117% | |
2/14/2025 | Stifel Financial Corp | 44,827 | $2.04M | 0.0% | +9.8% | 0.163% | |
2/14/2025 | OneDigital Investment Advisors LLC | 33,942 | $1.55M | 0.0% | -30.5% | 0.123% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,270 | $58K | 0.0% | -95.8% | 0.005% | |
2/14/2025 | MML Investors Services LLC | 240,013 | $10.94M | 0.0% | +348.2% | 0.873% | |
2/13/2025 | GKV Capital Management Co. Inc. | 764 | $35K | 0.0% | N/A | 0.003% | |
2/13/2025 | NewEdge Advisors LLC | 50,281 | $2.29M | 0.0% | +29.0% | 0.183% | |
2/13/2025 | United Capital Financial Advisors LLC | 5,594 | $255K | 0.0% | -22.3% | 0.020% | |
2/13/2025 | AGP Franklin LLC | 6,064 | $276K | 0.2% | N/A | 0.022% | |
2/13/2025 | CreativeOne Wealth LLC | 4,605 | $210K | 0.0% | N/A | 0.017% | |
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2/13/2025 | Mariner LLC | 157,945 | $7.20M | 0.0% | -1.3% | 0.574% | |
2/13/2025 | Synovus Financial Corp | 43,745 | $1.99M | 0.0% | +1.9% | 0.159% | |
2/13/2025 | Sagespring Wealth Partners LLC | 43,055 | $1.96M | 0.0% | N/A | 0.157% | |
2/13/2025 | Rockefeller Capital Management L.P. | 26,788 | $1.22M | 0.0% | +7.0% | 0.097% | |
2/13/2025 | Summit Financial Wealth Advisors LLC | 31,476 | $1.47M | 0.3% | -2.4% | 0.114% | |
2/13/2025 | Advisory Services Network LLC | 5,911 | $269K | 0.0% | -31.3% | 0.021% | |
2/13/2025 | Renaissance Technologies LLC | 16,400 | $747K | 0.0% | N/A | 0.060% | |
2/13/2025 | Bank of Montreal Can | 4,102 | $187K | 0.0% | -6.6% | 0.015% | |
2/13/2025 | Sumitomo Mitsui Financial Group Inc. | 86,112 | $3.92M | 0.1% | -7.8% | 0.313% | |
2/13/2025 | Cerity Partners LLC | 11,198 | $510K | 0.0% | +2.5% | 0.041% | |
2/13/2025 | Peapack Gladstone Financial Corp | 7,215 | $329K | 0.0% | -8.3% | 0.026% | |
2/13/2025 | Envestnet Asset Management Inc. | 53,409 | $2.43M | 0.0% | -68.4% | 0.194% | |
2/13/2025 | Wells Fargo & Company MN | 1,050,136 | $47.86M | 0.0% | +3.1% | 3.819% | |
2/12/2025 | Huntington National Bank | 38,749 | $1.77M | 0.0% | -0.6% | 0.141% | |
2/12/2025 | Headlands Technologies LLC | 2,188 | $100K | 0.0% | N/A | 0.008% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 1,188 | $54K | 0.0% | +32.0% | 0.004% | |
2/12/2025 | Biondo Investment Advisors LLC | 37,570 | $1.71M | 0.2% | +2.0% | 0.137% | |
2/12/2025 | JPMorgan Chase & Co. | 454,722 | $20.72M | 0.0% | +66.3% | 1.654% | |
2/11/2025 | LPL Financial LLC | 642,481 | $29.28M | 0.0% | +53.3% | 2.336% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 24,739 | $1.13M | 0.0% | -1.7% | 0.090% | |
2/10/2025 | Thrivent Financial for Lutherans | 49,745 | $2.27M | 0.0% | +2.3% | 0.181% | |
2/10/2025 | Glenview Trust co | 42,123 | $1.92M | 0.0% | +179.6% | 0.153% | |
2/10/2025 | Corient Private Wealth LLC | 49,341 | $2.25M | 0.0% | -14.9% | 0.179% | |
2/10/2025 | Commonwealth Equity Services LLC | 147,492 | $6.72M | 0.0% | +3.9% | 0.536% | |
2/10/2025 | Avantax Advisory Services Inc. | 7,727 | $352K | 0.0% | -16.1% | 0.028% | |
2/10/2025 | Farther Finance Advisors LLC | 2,424 | $110K | 0.0% | +41.4% | 0.009% | |
2/7/2025 | HighTower Advisors LLC | 55,138 | $2.51M | 0.0% | +22.4% | 0.201% | |
2/7/2025 | Moors & Cabot Inc. | 4,550 | $207K | 0.0% | -17.7% | 0.017% | |
2/7/2025 | Independent Advisor Alliance | 6,560 | $299K | 0.0% | N/A | 0.024% | |
2/7/2025 | Ellerson Group Inc. ADV | 8,500 | $387K | 0.3% | +54.5% | 0.031% | |
2/7/2025 | AMG National Trust Bank | 140,958 | $6.34M | 0.2% | -3.9% | 0.513% | |
2/7/2025 | Foundation Wealth Management LLC | 24,413 | $1.11M | 0.9% | -2.3% | 0.089% | |
2/6/2025 | Raymond James Financial Inc. | 223,922 | $10.20M | 0.0% | N/A | 0.814% | |
2/6/2025 | Atria Investments Inc | 11,785 | $537K | 0.0% | +10.6% | 0.043% | |
2/6/2025 | Mainstream Capital Management LLC | 3,134 | $143K | 0.1% | N/A | 0.011% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 50,446 | $2.30M | 0.0% | -5.6% | 0.183% | |
2/6/2025 | Detalus Advisors LLC | 15,068 | $687K | 0.2% | +1.7% | 0.055% | |
2/6/2025 | Jones Financial Companies Lllp | 42,206 | $1.92M | 0.0% | +127.6% | 0.153% | |
2/5/2025 | Smartleaf Asset Management LLC | 8,821 | $397K | 0.0% | N/A | 0.032% | |
2/5/2025 | Dynasty Wealth Management LLC | 54,471 | $2.48M | 0.0% | N/A | 0.198% | |
2/5/2025 | Schneider Downs Wealth Management Advisors LP | 10,962 | $500K | 0.1% | N/A | 0.040% | |
2/5/2025 | EQ LLC | 12,916 | $589K | 0.3% | -4.4% | 0.047% | |
2/4/2025 | Crestwood Advisors Group LLC | 225,756 | $10.29M | 0.2% | -3.8% | 0.821% | |
2/4/2025 | IFP Advisors Inc | 1,640 | $75K | 0.0% | -40.0% | 0.006% | |
2/4/2025 | WealthShield Partners LLC | 577 | $26K | 0.0% | -63.4% | 0.002% | |
2/4/2025 | KM Capital Management Ltd. | 66,210 | $3.02M | 1.6% | +71.0% | 0.241% | |
2/4/2025 | Wealthspire Advisors LLC | 7,724 | $352K | 0.0% | +3.9% | 0.028% | |
2/3/2025 | Navellier & Associates Inc. | 10,537 | $480K | 0.1% | N/A | 0.038% | |
2/3/2025 | Private Advisor Group LLC | 32,673 | $1.49M | 0.0% | +15.4% | 0.119% | |
1/31/2025 | Key Financial Inc | 600 | $27K | 0.0% | N/A | 0.002% | |
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1/31/2025 | D.A. Davidson & CO. | 4,493 | $205K | 0.0% | N/A | 0.016% | |
1/31/2025 | Truist Financial Corp | 26,708 | $1.22M | 0.0% | +4.1% | 0.097% | |
1/31/2025 | Sanctuary Advisors LLC | 41,812 | $2.00M | 0.0% | +19.4% | 0.152% | |
1/31/2025 | JFS Wealth Advisors LLC | 663 | $30K | 0.0% | +820.8% | 0.002% | |
1/31/2025 | J.W. Cole Advisors Inc. | 35,791 | $1.63M | 0.1% | -5.5% | 0.130% | |
1/30/2025 | Csenge Advisory Group | 18,655 | $850K | 0.0% | +24.0% | 0.068% | |
1/30/2025 | Strategic Financial Concepts LLC | 16,790 | $765K | 0.0% | N/A | 0.061% | |
1/30/2025 | Aveo Capital Partners LLC | 9,724 | $443K | 0.0% | -41.1% | 0.035% | |
1/30/2025 | Quadrant Private Wealth Management LLC | 7,903 | $360K | 0.1% | +33.3% | 0.029% | |
1/30/2025 | Blue Trust Inc. | 13,686 | $624K | 0.0% | -42.5% | 0.050% | |