4/18/2025 | CENTRAL TRUST Co | 13,507 | $1.07M | 0.0% | -1.7% | 0.044% | |
4/18/2025 | Financial Freedom LLC | 3,323 | $264K | 0.2% | -6.4% | 0.011% | |
4/17/2025 | Janney Montgomery Scott LLC | 5,589 | $444K | 0.0% | -8.6% | 0.018% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 8,520 | $677K | 0.0% | N/A | 0.028% | |
4/17/2025 | Motive Wealth Advisors | 2,777 | $221K | 0.1% | -14.6% | 0.009% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 19,216 | $1.53M | 0.0% | +5.3% | 0.063% | |
4/16/2025 | Goldstone Financial Group LLC | 73,633 | $5.85M | 0.9% | +3.8% | 0.241% | |
4/16/2025 | RTD Financial Advisors Inc. | 3,540 | $281K | 0.0% | -21.3% | 0.012% | |
4/16/2025 | GEN Financial Management INC. | 3,660 | $291K | 0.2% | N/A | 0.012% | |
4/16/2025 | May Barnhard Investments LLC | 62,752 | $4.99M | 2.5% | -2.3% | 0.205% | |
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4/15/2025 | Total Wealth Planning LLC | 54,187 | $4.31M | 0.7% | -1.9% | 0.177% | |
4/15/2025 | Balanced Wealth Group LLC | 119,679 | $9.51M | 4.6% | -2.9% | 0.392% | |
4/15/2025 | Focus Financial Network Inc. | 8,960 | $712K | 0.0% | -70.4% | 0.029% | |
4/15/2025 | Michael S. Ryan Inc. | 48,469 | $3.85M | 2.7% | +28.7% | 0.159% | |
4/15/2025 | Signet Financial Management LLC | 131,036 | $10.41M | 1.4% | -12.1% | 0.429% | |
4/14/2025 | Tounjian Advisory Partners LLC | 8,928 | $709K | 0.1% | N/A | 0.029% | |
4/14/2025 | Farther Finance Advisors LLC | 15,861 | $1.27M | 0.0% | +2,232.5% | 0.052% | |
4/14/2025 | Park Avenue Securities LLC | 27,339 | $2.17M | 0.0% | +124.7% | 0.089% | |
4/14/2025 | Flagship Private Wealth LLC | 5,512 | $438K | 0.2% | +14.4% | 0.018% | |
4/14/2025 | Barden Capital Management Inc. | 22,377 | $1.78M | 1.6% | +3.2% | 0.073% | |
4/14/2025 | Miracle Mile Advisors LLC | 16,124 | $1.28M | 0.0% | -7.9% | 0.053% | |
4/11/2025 | Princeton Global Asset Management LLC | 1,328 | $106K | 0.0% | -37.2% | 0.004% | |
4/10/2025 | Diligent Investors LLC | 70,886 | $5.63M | 1.4% | -10.6% | 0.223% | |
4/10/2025 | KWB Wealth | 158,571 | $13.78M | 1.7% | -4.9% | 0.498% | |
4/10/2025 | Portside Wealth Group LLC | 10,616 | $922K | 0.2% | +7.1% | 0.033% | |
4/10/2025 | Oak Root LLC | 27,030 | $2.15M | 0.3% | +3.3% | 0.085% | |
4/10/2025 | Smith Anglin Financial LLC | 16,845 | $1.34M | 0.1% | +1.3% | 0.053% | |
4/9/2025 | Merit Financial Group LLC | 11,988 | $953K | 0.0% | -66.9% | 0.038% | |
4/9/2025 | Flagstar Advisors Inc. | 5,544 | $441K | 0.1% | +21.8% | 0.017% | |
4/9/2025 | Inspirion Wealth Advisors LLC | 7,637 | $607K | 0.1% | -30.0% | 0.024% | |
4/8/2025 | Parallel Advisors LLC | 2,744 | $218K | 0.0% | -80.5% | 0.009% | |
4/3/2025 | Versant Capital Management Inc | 410 | $33K | 0.0% | N/A | 0.001% | |
4/2/2025 | Waller Financial Planning Group Inc. | 41,757 | $3.32M | 0.9% | -27.8% | 0.131% | |
4/1/2025 | Confluence Investment Management LLC | 442,067 | $35.13M | 0.5% | -19.4% | 1.388% | |
3/27/2025 | Milestone Asset Management Group LLC | 8,957 | $778K | 0.7% | N/A | 0.028% | |
3/24/2025 | Mascagni Wealth Management Inc. | 614 | $53K | 0.0% | N/A | 0.002% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 18,244 | $1.59M | 0.0% | +1.6% | 0.058% | |
2/26/2025 | Capital A Wealth Management LLC | 382 | $33K | 0.1% | N/A | 0.001% | |
2/19/2025 | WCG Wealth Advisors LLC | 91,546 | $7.95M | 0.5% | +0.7% | 0.258% | |
2/18/2025 | Breakthru Advisory Services LLC | 2,870 | $249K | 0.2% | N/A | 0.008% | |
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2/18/2025 | Mosaic Family Wealth Partners LLC | 11,862 | $1.03M | 0.1% | +56.1% | 0.033% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 18,224 | $1.58M | 0.0% | N/A | 0.051% | |
2/17/2025 | Visionary Wealth Advisors | 40,427 | $3.51M | 0.2% | +3.4% | 0.114% | |
2/17/2025 | Safeguard Investment Advisory Group LLC | 3,518 | $306K | 0.1% | -19.9% | 0.010% | |
2/17/2025 | Snowden Capital Advisors LLC | 18,653 | $1.62M | 0.1% | -11.7% | 0.053% | |
2/17/2025 | NorthRock Partners LLC | 998,446 | $86.76M | 2.8% | +185.9% | 2.816% | |
2/17/2025 | Obsidian Personal Planning Solutions LLC | 56,167 | $5.06M | 2.4% | +9.3% | 0.158% | |
2/17/2025 | Focus Partners Wealth | 4,227 | $367K | 0.0% | N/A | 0.012% | |
2/17/2025 | Clark Capital Management Group Inc. | 169,663 | $14.74M | 0.1% | +3.4% | 0.479% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 5,894 | $512K | 0.0% | +28.7% | 0.017% | |
2/17/2025 | EP Wealth Advisors LLC | 7,711 | $670K | 0.0% | -29.6% | 0.022% | |
2/17/2025 | Cetera Investment Advisers | 77,278 | $6.72M | 0.0% | +0.5% | 0.218% | |
2/17/2025 | Captrust Financial Advisors | 21,196 | $1.84M | 0.0% | -11.2% | 0.060% | |
2/17/2025 | Cary Street Partners Financial LLC | 162,007 | $14.08M | 0.5% | N/A | 0.457% | |
2/17/2025 | Bank of America Corp DE | 250,716 | $21.79M | 0.0% | +8.3% | 0.707% | |
2/17/2025 | Benjamin Edwards Inc. | 1,184,278 | $102.90M | 1.5% | +19.3% | 3.341% | |
2/17/2025 | BNP Paribas Financial Markets | 50,000 | $4.34M | 0.0% | +4,900.0% | 0.141% | |
2/17/2025 | Ameriprise Financial Inc. | 267,331 | $23.22M | 0.0% | +9.9% | 0.754% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 64,238 | $5.58M | 0.0% | -3.3% | 0.181% | |
2/14/2025 | FAS Wealth Partners Inc. | 455,341 | $39.57M | 3.3% | -1.4% | 1.284% | |
2/14/2025 | Headland Capital LLC | 2,371 | $206K | 0.1% | N/A | 0.007% | |
2/14/2025 | Rehmann Capital Advisory Group | 261,155 | $22.68M | 1.4% | +1.8% | 0.737% | |
2/14/2025 | Comerica Bank | 23,673 | $2.06M | 0.0% | -1.0% | 0.067% | |
2/14/2025 | Northern Trust Corp | 2,311 | $201K | 0.0% | N/A | 0.007% | |
2/14/2025 | Bellwether Advisors LLC | 3,436 | $299K | 0.1% | N/A | 0.010% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 861 | $75K | 0.1% | N/A | 0.002% | |
2/14/2025 | Topsail Wealth Management LLC | 2,125 | $185K | 0.0% | N/A | 0.006% | |
2/14/2025 | MGO One Seven LLC | 14,818 | $1.29M | 0.0% | +15.4% | 0.042% | |
2/14/2025 | Susquehanna International Group LLP | 20,107 | $1.75M | 0.0% | -1.0% | 0.057% | |
2/14/2025 | IHT Wealth Management LLC | 9,603 | $834K | 0.0% | +8.2% | 0.027% | |
2/14/2025 | Stifel Financial Corp | 1,406,917 | $122.25M | 0.1% | +17.5% | 3.969% | |
2/14/2025 | TD Waterhouse Canada Inc. | 1,379 | $120K | 0.0% | N/A | 0.004% | |
2/14/2025 | MML Investors Services LLC | 42,629 | $3.70M | 0.0% | +12.6% | 0.120% | |
2/14/2025 | Freedom Investment Management Inc. | 16,712 | $1.45M | 0.1% | -0.8% | 0.047% | |
2/14/2025 | GeoWealth Management LLC | 9,064 | $788K | 0.0% | N/A | 0.026% | |
2/13/2025 | NewEdge Advisors LLC | 4,791 | $416K | 0.0% | +16.6% | 0.014% | |
2/13/2025 | Mariner LLC | 167,224 | $14.53M | 0.0% | +5.5% | 0.472% | |
2/13/2025 | Hudson Portfolio Management LLC | 2,686 | $233K | 0.2% | +15.2% | 0.008% | |
2/13/2025 | Advisors Capital Management LLC | 5,502 | $478K | 0.0% | +4.7% | 0.016% | |
2/13/2025 | Townsquare Capital LLC | 89,218 | $7.75M | 0.1% | +11.2% | 0.252% | |
2/13/2025 | KDK Private Wealth Management LLC | 5,766 | $501K | 0.5% | N/A | 0.016% | |
2/13/2025 | Raymond James Financial Inc. | 287,504 | $24.98M | 0.0% | N/A | 0.811% | |
2/13/2025 | Renaissance Technologies LLC | 10,600 | $921K | 0.0% | +107.8% | 0.030% | |
2/13/2025 | Bank of Montreal Can | 7,753 | $674K | 0.0% | +116.3% | 0.022% | |
2/13/2025 | Certior Financial Group LLC | 3,171 | $276K | 0.2% | N/A | 0.009% | |
2/13/2025 | Shakespeare Wealth Management LLC | 187,121 | $16.26M | 4.4% | -0.3% | 0.528% | |
2/13/2025 | Envestnet Asset Management Inc. | 622,929 | $54.13M | 0.0% | -2.6% | 1.757% | |
2/13/2025 | Perennial Investment Advisors LLC | 38,138 | $3.31M | 0.4% | -47.4% | 0.108% | |
2/13/2025 | Wells Fargo & Company MN | 369,502 | $32.11M | 0.0% | +6.2% | 1.042% | |
2/12/2025 | Arete Wealth Advisors LLC | 3,181 | $276K | 0.0% | +26.6% | 0.009% | |
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2/12/2025 | World Investment Advisors | 18,351 | $1.60M | 0.0% | -0.7% | 0.052% | |
2/12/2025 | OneAscent Financial Services LLC | 4,537 | $394K | 0.0% | N/A | 0.013% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 701 | $61K | 0.0% | +86.4% | 0.002% | |
2/12/2025 | Chartist Inc. CA | 59,309 | $5.15M | 3.6% | -2.9% | 0.167% | |
2/12/2025 | Valley Forge Investment Consultants Inc. ADV | 4,751 | $413K | 0.1% | -21.2% | 0.013% | |
2/12/2025 | Orion Portfolio Solutions LLC | 17,420 | $1.51M | 0.0% | +9.3% | 0.049% | |
2/12/2025 | Blair William & Co. IL | 5,354 | $465K | 0.0% | -3.3% | 0.015% | |
2/12/2025 | Moment Partners LLC | 3,300 | $287K | 0.1% | N/A | 0.009% | |
2/12/2025 | JPMorgan Chase & Co. | 23,742 | $2.06M | 0.0% | +15.2% | 0.067% | |
2/12/2025 | Aviso Wealth Management | 2,486 | $216K | 0.1% | -8.8% | 0.007% | |