3/24/2025 | Fire Capital Management LLC | 11,380 | $503K | 0.4% | N/A | 0.010% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 75,765 | $3.35M | 0.0% | N/A | 0.068% | |
3/10/2025 | Mattson Financial Services LLC | 24,294 | $1.13M | 0.4% | -4.0% | 0.022% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 14,454 | $639K | 0.0% | +8.8% | 0.013% | |
2/19/2025 | Richmond Investment Services LLC | 13,026 | $576K | 0.3% | N/A | 0.012% | |
2/19/2025 | WCG Wealth Advisors LLC | 25,652 | $1.13M | 0.1% | -59.7% | 0.023% | |
2/18/2025 | Fourth Dimension Wealth LLC | 139,945 | $6.18M | 3.2% | N/A | 0.156% | |
2/17/2025 | Waverly Advisors LLC | 41,658 | $1.84M | 0.0% | +12.2% | 0.046% | |
2/17/2025 | TrinityPoint Wealth LLC | 25,194 | $1.11M | 0.2% | -12.1% | 0.028% | |
2/17/2025 | Sentinus LLC | 66,710 | $2.95M | 0.9% | +5.2% | 0.074% | |
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2/17/2025 | Shepherd Kaplan Krochuk LLC | 72,240 | $3.19M | 2.7% | -4.2% | 0.080% | |
2/17/2025 | Royal Bank of Canada | 923,596 | $40.81M | 0.0% | -3.9% | 1.027% | |
2/17/2025 | Minot DeBlois Advisors LLC | 801 | $35K | 0.0% | N/A | 0.001% | |
2/17/2025 | EPG Wealth Management LLC | 47,627 | $2.10M | 0.6% | -10.4% | 0.053% | |
2/17/2025 | CoreCap Advisors LLC | 8,031 | $355K | 0.0% | +18.7% | 0.009% | |
2/17/2025 | Cetera Investment Advisers | 368,528 | $16.28M | 0.0% | +8.3% | 0.410% | |
2/17/2025 | BOKF NA | 1,212 | $53K | 0.0% | -90.3% | 0.001% | |
2/17/2025 | Cary Street Partners Financial LLC | 41,533 | $1.84M | 0.1% | N/A | 0.046% | |
2/17/2025 | Bank of America Corp DE | 15,801,763 | $698.12M | 0.1% | -3.1% | 17.567% | |
2/17/2025 | Ancora Advisors LLC | 93,659 | $4.14M | 0.1% | +84.0% | 0.104% | |
2/14/2025 | Blue Rock Wealth Management LLC | 80,256 | $3.55M | 3.7% | N/A | 0.089% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 7,920 | $350K | 0.0% | -21.4% | 0.009% | |
2/14/2025 | Jane Street Group LLC | 47,624 | $2.10M | 0.0% | +737.1% | 0.053% | |
2/14/2025 | Comerica Bank | 64,438 | $2.85M | 0.0% | -16.7% | 0.072% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 1,807,905 | $79.87M | 0.3% | +6.9% | 2.010% | |
2/14/2025 | Susquehanna International Group LLP | 58,777 | $2.60M | 0.0% | N/A | 0.065% | |
2/14/2025 | IHT Wealth Management LLC | 31,120 | $1.38M | 0.0% | +27.1% | 0.035% | |
2/14/2025 | Stifel Financial Corp | 109,613 | $4.84M | 0.0% | +5.2% | 0.122% | |
2/14/2025 | Transatlantique Private Wealth LLC | 8,113 | $358K | 0.1% | +68.2% | 0.009% | |
2/14/2025 | MML Investors Services LLC | 137,050 | $6.06M | 0.0% | -9.8% | 0.152% | |
2/14/2025 | GeoWealth Management LLC | 2,719 | $120K | 0.0% | -68.8% | 0.003% | |
2/13/2025 | NewEdge Advisors LLC | 5,781 | $255K | 0.0% | +1,170.5% | 0.006% | |
2/13/2025 | Guggenheim Capital LLC | 162,618 | $7.18M | 0.1% | +105.9% | 0.181% | |
2/13/2025 | Belpointe Asset Management LLC | 10,807 | $494K | 0.0% | -14.7% | 0.012% | |
2/13/2025 | Mariner LLC | 56,626 | $2.50M | 0.0% | +31.3% | 0.063% | |
2/13/2025 | Townsquare Capital LLC | 100,333 | $4.43M | 0.1% | -22.1% | 0.112% | |
2/13/2025 | Rockefeller Capital Management L.P. | 229,759 | $10.15M | 0.0% | +13.5% | 0.255% | |
2/13/2025 | Heritage Trust Co | 30,397 | $1.34M | 0.2% | N/A | 0.034% | |
2/13/2025 | Argent Trust Co | 8,150 | $360K | 0.0% | +3.2% | 0.009% | |
2/13/2025 | Blue Edge Capital LLC | 186,980 | $8.26M | 1.3% | -1.8% | 0.208% | |
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2/13/2025 | Envestnet Asset Management Inc. | 1,875,061 | $82.84M | 0.0% | -7.4% | 2.085% | |
2/13/2025 | Wells Fargo & Company MN | 1,166,564 | $51.54M | 0.0% | -23.1% | 1.297% | |
2/13/2025 | Rosenblum Silverman Sutton S F Inc. CA | 90,845 | $4.01M | 1.0% | +39.4% | 0.101% | |
2/12/2025 | OneAscent Financial Services LLC | 38,224 | $1.69M | 0.1% | N/A | 0.042% | |
2/12/2025 | OLD Mission Capital LLC | 43,449 | $1.92M | 0.0% | N/A | 0.048% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 64,551 | $2.85M | 0.8% | -43.5% | 0.072% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 142,773 | $6.31M | 0.6% | -2.4% | 0.159% | |
2/12/2025 | Orion Portfolio Solutions LLC | 46,616 | $2.06M | 0.0% | +0.9% | 0.052% | |
2/12/2025 | Moment Partners LLC | 411,956 | $18.20M | 3.5% | N/A | 0.458% | |
2/12/2025 | JPMorgan Chase & Co. | 1,353 | $60K | 0.0% | -87.1% | 0.002% | |
2/12/2025 | Mendel Money Management | 64,764 | $2.86M | 1.3% | -8.1% | 0.072% | |
2/11/2025 | Modern Wealth Management LLC | 327,962 | $14.58M | 0.5% | +4,875.9% | 0.365% | |
2/11/2025 | Haverford Trust Co | 1,490,395 | $65.85M | 0.7% | +17.4% | 1.657% | |
2/11/2025 | Congress Wealth Management LLC DE | 2,057,576 | $90.90M | 1.2% | -34.2% | 2.287% | |
2/11/2025 | Haverford Financial Services Inc. | 11,190 | $494K | 0.2% | +29.9% | 0.012% | |
2/11/2025 | LPL Financial LLC | 1,060,942 | $46.87M | 0.0% | -7.5% | 1.179% | |
2/11/2025 | Arvest Investments Inc. | 629,593 | $27.82M | 4.4% | -1.3% | 0.700% | |
2/10/2025 | Horizon Investments LLC | 443,276 | $19.50M | 0.6% | +0.9% | 0.493% | |
2/10/2025 | Aspen Wealth Strategies LLC | 14,214 | $628K | 0.4% | +2.5% | 0.016% | |
2/10/2025 | Parallel Advisors LLC | 604,311 | $26.70M | 0.6% | +9.8% | 0.672% | |
2/10/2025 | Harbour Investments Inc. | 1,967 | $87K | 0.0% | N/A | 0.002% | |
2/10/2025 | Corient Private Wealth LLC | 1,442,028 | $62.90M | 0.1% | +26.3% | 1.603% | |
2/10/2025 | Greenwich Wealth Management LLC | 60,058 | $2.65M | 0.2% | +0.9% | 0.067% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 179,595 | $7.94M | 0.0% | +6.6% | 0.200% | |
2/10/2025 | Tidemark LLC | 15,569 | $688K | 0.3% | +336.6% | 0.017% | |
2/10/2025 | Madison Investment Advisors LLC | 1,715,313 | $75.78M | 0.9% | N/A | 1.907% | |
2/10/2025 | Commonwealth Equity Services LLC | 87,501 | $3.87M | 0.0% | +6.1% | 0.097% | |
2/10/2025 | Impact Capital Partners LLC | 14,744 | $651K | 0.2% | N/A | 0.016% | |
2/10/2025 | Avantax Advisory Services Inc. | 7,405 | $327K | 0.0% | +6.8% | 0.008% | |
2/10/2025 | Farther Finance Advisors LLC | 29,194 | $1.29M | 0.0% | -10.3% | 0.032% | |
2/7/2025 | HighTower Advisors LLC | 31,876 | $1.41M | 0.0% | -41.9% | 0.035% | |
2/7/2025 | Sage Mountain Advisors LLC | 284,818 | $12.58M | 0.9% | N/A | 0.317% | |
2/7/2025 | United Community Bank | 7,863 | $347K | 0.1% | -15.1% | 0.009% | |
2/7/2025 | PNC Financial Services Group Inc. | 67,669 | $2.99M | 0.0% | -2.9% | 0.075% | |
2/6/2025 | Raymond James Financial Inc. | 2,949,571 | $130.31M | 0.0% | N/A | 3.279% | |
2/6/2025 | Verdence Capital Advisors LLC | 12,930 | $571K | 0.0% | +8.8% | 0.014% | |
2/6/2025 | SPC Financial Inc. | 772,155 | $34.11M | 3.0% | +1.8% | 0.858% | |
2/6/2025 | Symphony Financial Services Inc. | 241,843 | $10.69M | 8.6% | -13.8% | 0.269% | |
2/6/2025 | Atria Investments Inc | 73,837 | $3.26M | 0.0% | -8.1% | 0.082% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 7,845,986 | $346.64M | 0.1% | +3.4% | 8.723% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 7,155 | $316K | 0.0% | +175.0% | 0.008% | |
2/5/2025 | Bailard Inc. | 1,475,003 | $65.17M | 1.7% | +4.0% | 1.640% | |
2/5/2025 | Sage Advisory Services Ltd.Co. | 11,808 | $522K | 0.3% | -44.5% | 0.013% | |
2/4/2025 | Richard Bernstein Advisors LLC | 9,678,746 | $427.61M | 9.7% | -3.6% | 10.760% | |
2/4/2025 | Bank of New York Mellon Corp | 945,808 | $41.79M | 0.0% | +3.2% | 1.051% | |
2/4/2025 | Brown Financial Advisors | 72,167 | $3.19M | 1.3% | +8.2% | 0.080% | |
2/4/2025 | Pine Valley Investments Ltd Liability Co | 165,506 | $7.31M | 0.4% | +11.3% | 0.184% | |
2/4/2025 | MONECO Advisors LLC | 33,850 | $1.50M | 0.2% | -10.7% | 0.038% | |
2/3/2025 | Transcend Capital Advisors LLC | 141,147 | $6.24M | 0.5% | -5.0% | 0.157% | |
2/3/2025 | Parcion Private Wealth LLC | 711,556 | $31.44M | 2.4% | N/A | 0.791% | |
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2/3/2025 | Private Advisor Group LLC | 46,593 | $2.06M | 0.0% | -67.6% | 0.052% | |
2/3/2025 | Good Life Advisors LLC | 35,013 | $1.55M | 0.1% | -13.0% | 0.039% | |
1/31/2025 | Kestra Investment Management LLC | 294,867 | $13.03M | 0.5% | +2.4% | 0.328% | |
1/31/2025 | Atria Wealth Solutions Inc. | 36,605 | $1.62M | 0.0% | +3.6% | 0.041% | |
1/31/2025 | Venturi Wealth Management LLC | 7,027 | $310K | 0.0% | -16.9% | 0.008% | |
1/31/2025 | Truist Financial Corp | 76,392 | $3.38M | 0.0% | -28.1% | 0.085% | |
1/31/2025 | Sanctuary Advisors LLC | 118,351 | $5.27M | 0.0% | -2.4% | 0.132% | |
1/31/2025 | Macroview Investment Management LLC | 54,294 | $2.40M | 2.4% | -0.9% | 0.060% | |
1/30/2025 | Valmark Advisers Inc. | 7,373 | $326K | 0.0% | +7.9% | 0.008% | |
1/30/2025 | James Investment Research Inc. | 10,269 | $454K | 0.1% | +13.1% | 0.011% | |