4/14/2025 | Park Avenue Securities LLC | 21,912 | $1.40M | 0.0% | N/A | 0.050% | |
4/14/2025 | KMG Fiduciary Partners LLC | 49,721 | $3.17M | 0.3% | -14.1% | 0.114% | |
4/14/2025 | Menlo Advisors LLC | 102,392 | $6.53M | 3.1% | +25.8% | 0.235% | |
4/11/2025 | SeaCrest Wealth Management LLC | 50,146 | $3.20M | 0.4% | -7.8% | 0.115% | |
4/11/2025 | A. D. Beadell Investment Counsel Inc. | 3,455 | $220K | 0.2% | -5.4% | 0.008% | |
4/10/2025 | Naples Global Advisors LLC | 38,783 | $2.48M | 0.2% | -3.5% | 0.089% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 46,910 | $2.99M | 1.4% | +10.5% | 0.108% | |
4/10/2025 | Teamwork Financial Advisors LLC | 269,188 | $17.18M | 2.3% | +755.5% | 0.619% | |
4/9/2025 | RFG Advisory LLC | 7,563 | $483K | 0.0% | N/A | 0.017% | |
4/9/2025 | HBW Advisory Services LLC | 23,978 | $1.53M | 0.2% | +32.8% | 0.055% | |
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4/9/2025 | Merit Financial Group LLC | 3,441 | $220K | 0.0% | N/A | 0.008% | |
4/9/2025 | NBC Securities Inc. | 3,642 | $232K | 0.0% | +90,950.0% | 0.008% | |
4/9/2025 | Fiduciary Alliance LLC | 95,170 | $6.07M | 0.6% | +1.1% | 0.219% | |
4/8/2025 | Presidio Capital Management LLC | 171,868 | $10.97M | 4.5% | N/A | 0.395% | |
4/8/2025 | Rooted Wealth Advisors Inc. | 27,404 | $1.75M | 0.7% | N/A | 0.063% | |
4/8/2025 | Somerset Trust Co | 4,007 | $256K | 0.1% | N/A | 0.009% | |
4/8/2025 | Advisory Alpha LLC | 191,336 | $12.21M | 0.8% | +5,601.3% | 0.440% | |
3/24/2025 | Fulcrum Equity Management | 18,957 | $1.15M | 1.1% | -11.6% | 0.043% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 39,663 | $2.40M | 0.0% | +3.3% | 0.090% | |
3/4/2025 | Comprehensive Money Management Services LLC | 5,990 | $363K | 0.3% | N/A | 0.013% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 1,112 | $67K | 0.0% | -15.4% | 0.002% | |
2/17/2025 | Royal Bank of Canada | 822,483 | $49.81M | 0.0% | +4.6% | 2.920% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 150,375 | $9.11M | 0.0% | +216.9% | 0.534% | |
2/17/2025 | Focus Partners Wealth | 188,951 | $11.44M | 0.0% | +50.8% | 0.671% | |
2/17/2025 | Fiduciary Trust Co | 16,213 | $982K | 0.0% | -28.9% | 0.058% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 36,422 | $2.21M | 0.0% | N/A | 0.129% | |
2/17/2025 | Cresset Asset Management LLC | 364,226 | $22.08M | 0.1% | +8.8% | 1.293% | |
2/17/2025 | Cetera Investment Advisers | 242,349 | $14.68M | 0.0% | +6.1% | 0.860% | |
2/17/2025 | Captrust Financial Advisors | 26,232 | $1.59M | 0.0% | -54.7% | 0.093% | |
2/17/2025 | Baird Financial Group Inc. | 146,782 | $8.89M | 0.0% | +11.7% | 0.521% | |
2/17/2025 | Baker Avenue Asset Management LP | 145,818 | $8.83M | 0.3% | +0.7% | 0.518% | |
2/17/2025 | Bank of America Corp DE | 2,181,838 | $132.13M | 0.0% | +9.0% | 7.745% | |
2/17/2025 | Ameriprise Financial Inc. | 233,195 | $14.12M | 0.0% | +156.9% | 0.828% | |
2/17/2025 | Ancora Advisors LLC | 6,039 | $366K | 0.0% | +37.6% | 0.021% | |
2/14/2025 | Comerica Bank | 62,021 | $3.76M | 0.0% | -10.0% | 0.220% | |
2/14/2025 | Owen LaRue LLC | 12,656 | $766K | 0.4% | N/A | 0.045% | |
2/14/2025 | Coldstream Capital Management Inc. | 25,460 | $1.54M | 0.0% | +14.4% | 0.090% | |
2/14/2025 | Seven Springs Wealth Group LLC | 11,757 | $712K | 0.3% | +65.5% | 0.042% | |
2/14/2025 | Steel Grove Capital Advisors LLC | 6,074 | $368K | 0.1% | -9.8% | 0.022% | |
2/14/2025 | Stifel Financial Corp | 213,407 | $12.92M | 0.0% | -4.1% | 0.758% | |
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2/14/2025 | OneDigital Investment Advisors LLC | 9,897 | $599K | 0.0% | N/A | 0.035% | |
2/14/2025 | Sharpepoint LLC | 5,720 | $346K | 0.3% | N/A | 0.020% | |
2/14/2025 | MML Investors Services LLC | 80,110 | $4.85M | 0.0% | +3.3% | 0.284% | |
2/14/2025 | BOS Asset Management LLC | 3,333 | $202K | 0.1% | N/A | 0.012% | |
2/14/2025 | GeoWealth Management LLC | 2,498 | $151K | 0.0% | -50.0% | 0.009% | |
2/13/2025 | Global Endowment Management LP | 45,000 | $2.73M | 0.3% | -24.5% | 0.160% | |
2/13/2025 | Marshall Wace LLP | 60,075 | $3.64M | 0.0% | N/A | 0.213% | |
2/13/2025 | NewEdge Advisors LLC | 42,288 | $2.56M | 0.0% | +3.2% | 0.150% | |
2/13/2025 | Resurgent Financial Advisors LLC | 17,449 | $1.06M | 0.6% | +10.8% | 0.062% | |
2/13/2025 | Insigneo Advisory Services LLC | 9,892 | $599K | 0.1% | +23.5% | 0.035% | |
2/13/2025 | Evergreen Capital Management LLC | 419,753 | $25.44M | 0.8% | N/A | 1.490% | |
2/13/2025 | Mariner LLC | 77,874 | $4.72M | 0.0% | -0.8% | 0.276% | |
2/13/2025 | Ameritas Investment Partners Inc. | 891 | $54K | 0.0% | +21.9% | 0.003% | |
2/13/2025 | Stamos Capital Partners L.P. | 33,510 | $2.03M | 0.5% | +90.3% | 0.119% | |
2/13/2025 | Family Office Research LLC | 3,721 | $225K | 0.1% | N/A | 0.013% | |
2/13/2025 | Phoenix Financial Ltd. | 3,285,750 | $199.11M | 2.8% | +26.6% | 11.664% | |
2/13/2025 | Advisory Services Network LLC | 20,899 | $1.27M | 0.0% | N/A | 0.074% | |
2/13/2025 | Bank of Montreal Can | 281,084 | $17.02M | 0.0% | +25,926.3% | 0.998% | |
2/13/2025 | Envestnet Asset Management Inc. | 434,588 | $26.32M | 0.0% | -2.1% | 1.543% | |
2/13/2025 | Annandale Capital LLC | 292,051 | $17.69M | 2.8% | -1.8% | 1.037% | |
2/13/2025 | Perennial Investment Advisors LLC | 4,570 | $277K | 0.0% | N/A | 0.016% | |
2/13/2025 | Oarsman Capital Inc. | 26,328 | $1.59M | 0.3% | +244.5% | 0.093% | |
2/13/2025 | Wells Fargo & Company MN | 691,893 | $41.90M | 0.0% | +8.2% | 2.456% | |
2/12/2025 | Disciplined Investors L.L.C. | 6,525 | $409K | 0.4% | N/A | 0.023% | |
2/12/2025 | Private Portfolio Partners LLC | 3,562 | $216K | 0.0% | N/A | 0.013% | |
2/12/2025 | Ameraudi Asset Management Inc. | 35,555 | $2.15M | 1.2% | -33.4% | 0.126% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 27,960 | $1.69M | 0.2% | -15.4% | 0.099% | |
2/12/2025 | Blair William & Co. IL | 5,465 | $331K | 0.0% | +40.9% | 0.019% | |
2/12/2025 | JPMorgan Chase & Co. | 306,917 | $18.59M | 0.0% | +63.0% | 1.090% | |
2/12/2025 | Ausdal Financial Partners Inc. | 9,368 | $567K | 0.0% | +17.0% | 0.033% | |
2/11/2025 | FineMark National Bank & Trust | 4,840 | $293K | 0.0% | N/A | 0.017% | |
2/11/2025 | Congress Wealth Management LLC DE | 7,218 | $437K | 0.0% | N/A | 0.026% | |
2/11/2025 | LPL Financial LLC | 1,095,827 | $66.36M | 0.0% | +26.6% | 3.890% | |
2/11/2025 | Blueprint Investment Partners LLC | 14,163 | $858K | 0.1% | -2.0% | 0.050% | |
2/11/2025 | ZEGA Investments LLC | 3,259 | $214K | 0.1% | N/A | 0.012% | |
2/10/2025 | Argent Advisors Inc. | 43,266 | $2.62M | 1.0% | -1.1% | 0.154% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 500 | $30K | 0.0% | N/A | 0.002% | |
2/10/2025 | Corient Private Wealth LLC | 56,468 | $3.42M | 0.0% | +89.6% | 0.200% | |
2/10/2025 | MGO Private Wealth LLC | 18,352 | $1.11M | 0.8% | +25.4% | 0.065% | |
2/10/2025 | Commonwealth Equity Services LLC | 121,173 | $7.34M | 0.0% | +18.8% | 0.430% | |
2/10/2025 | Farther Finance Advisors LLC | 859 | $52K | 0.0% | N/A | 0.003% | |
2/7/2025 | HighTower Advisors LLC | 3,567 | $216K | 0.0% | -51.8% | 0.013% | |
2/7/2025 | Endowment Wealth Management Inc. | 3,857 | $234K | 0.2% | -9.2% | 0.014% | |
2/7/2025 | Independent Advisor Alliance | 10,946 | $663K | 0.0% | N/A | 0.039% | |
2/7/2025 | Naviter Wealth LLC | 3,863 | $234K | 0.0% | N/A | 0.014% | |
2/7/2025 | PNC Financial Services Group Inc. | 456,443 | $27.64M | 0.0% | +3.3% | 1.620% | |
2/6/2025 | Beacon Harbor Wealth Advisors Inc. | 208,428 | $12.62M | 2.9% | N/A | 0.740% | |
2/6/2025 | Raymond James Financial Inc. | 205,294 | $12.43M | 0.0% | N/A | 0.729% | |
2/6/2025 | Cullen Frost Bankers Inc. | 513 | $31K | 0.0% | N/A | 0.002% | |
2/6/2025 | Proficio Capital Partners LLC | 42,733 | $2.59M | 0.0% | N/A | 0.152% | |
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2/6/2025 | Atria Investments Inc | 78,255 | $4.74M | 0.1% | -0.7% | 0.278% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 834 | $51K | 0.0% | N/A | 0.003% | |
2/6/2025 | Jones Financial Companies Lllp | 22,798 | $1.38M | 0.0% | +48.1% | 0.081% | |
2/5/2025 | Fielder Capital Group LLC | 30,488 | $1.85M | 0.6% | -82.2% | 0.108% | |
2/5/2025 | Proficio Capital Partners LLC | 42,733 | $2.59M | 0.0% | N/A | 0.152% | |
2/5/2025 | GenTrust LLC | 320,801 | $19.45M | 0.8% | +6.0% | 1.139% | |
2/4/2025 | Crestwood Advisors Group LLC | 5,000 | $303K | 0.0% | N/A | 0.018% | |
2/4/2025 | Mainstay Capital Management LLC ADV | 39,828 | $2.41M | 0.4% | N/A | 0.141% | |
2/4/2025 | B&D White Capital Company LLC | 88,959 | $5.39M | 0.9% | N/A | 0.316% | |
2/4/2025 | Capital Advisors Ltd. LLC | 11,101 | $672K | 0.1% | +951.2% | 0.039% | |