3/17/2025 | Wealth Enhancement Advisory Services LLC | 706,345 | $14M | 0.0% | -17.1% | 1.107% | |
3/5/2025 | Probity Advisors Inc. | 97,549 | $1.93M | 0.4% | -24.3% | 0.152% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 17,133 | $340K | 0.0% | +5.3% | 0.027% | |
2/18/2025 | Fourth Dimension Wealth LLC | 1,595 | $32K | 0.0% | N/A | 0.002% | |
2/18/2025 | Blue Fin Capital Inc. | 25,422 | $504K | 0.1% | -7.1% | 0.035% | |
2/18/2025 | First Heartland Consultants Inc. | 17,425 | $345K | 0.0% | +5.9% | 0.024% | |
2/17/2025 | Waverly Advisors LLC | 305,393 | $6.05M | 0.1% | -0.8% | 0.418% | |
2/17/2025 | Tidal Investments LLC | 42,164 | $836K | 0.0% | +2.3% | 0.058% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 81,400 | $1.61M | 0.0% | -38.0% | 0.111% | |
2/17/2025 | Cetera Investment Advisers | 32,272 | $640K | 0.0% | -18.6% | 0.044% | |
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2/17/2025 | Bank of America Corp DE | 20,518,953 | $406.69M | 0.0% | -17.7% | 28.070% | |
2/17/2025 | Ameriprise Financial Inc. | 339,557 | $6.71M | 0.0% | -8.9% | 0.465% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 27,428 | $544K | 0.0% | -26.0% | 0.038% | |
2/14/2025 | Jane Street Group LLC | 105,122 | $2.08M | 0.0% | +272.4% | 0.144% | |
2/14/2025 | Comerica Bank | 10,202 | $202K | 0.0% | +10.4% | 0.014% | |
2/14/2025 | Prosperity Consulting Group LLC | 43,454 | $861K | 0.1% | -3.5% | 0.059% | |
2/14/2025 | Integrated Wealth Concepts LLC | 10,457 | $207K | 0.0% | -15.9% | 0.014% | |
2/14/2025 | Syon Capital LLC | 1,741,594 | $34.52M | 3.1% | +0.4% | 2.382% | |
2/14/2025 | IHT Wealth Management LLC | 12,240 | $243K | 0.0% | -46.5% | 0.017% | |
2/14/2025 | Stifel Financial Corp | 91,597 | $1.82M | 0.0% | -1.3% | 0.125% | |
2/14/2025 | MML Investors Services LLC | 55,378 | $1.10M | 0.0% | +13.9% | 0.076% | |
2/13/2025 | NewEdge Advisors LLC | 4,238 | $84K | 0.0% | -28.2% | 0.006% | |
2/13/2025 | Evergreen Capital Management LLC | 294,781 | $5.84M | 0.2% | +2.2% | 0.403% | |
2/13/2025 | Mariner LLC | 30,371 | $602K | 0.0% | -14.7% | 0.042% | |
2/13/2025 | Rockefeller Capital Management L.P. | 26,166 | $519K | 0.0% | +15.3% | 0.036% | |
2/13/2025 | Raymond James Financial Inc. | 359,628 | $7.13M | 0.0% | N/A | 0.492% | |
2/13/2025 | Renaissance Technologies LLC | 39,400 | $781K | 0.0% | -63.8% | 0.054% | |
2/13/2025 | Invesco Ltd. | 3,154,610 | $62.52M | 0.0% | +6.0% | 4.315% | |
2/13/2025 | Cerity Partners LLC | 80,299 | $1.59M | 0.0% | -4.0% | 0.110% | |
2/13/2025 | Envestnet Asset Management Inc. | 154,421 | $3.06M | 0.0% | -7.0% | 0.211% | |
2/13/2025 | Wells Fargo & Company MN | 2,245,338 | $44.50M | 0.0% | +7.3% | 3.072% | |
2/12/2025 | Arete Wealth Advisors LLC | 10,527 | $209K | 0.0% | -4.5% | 0.014% | |
2/12/2025 | World Investment Advisors | 64,739 | $1.28M | 0.0% | -8.3% | 0.089% | |
2/12/2025 | OneAscent Financial Services LLC | 26,689 | $529K | 0.0% | N/A | 0.037% | |
2/12/2025 | Alliance Wealth Management Group | 242,947 | $4.82M | 1.3% | +3.7% | 0.332% | |
2/12/2025 | National Bank of Canada FI | 103,888 | $2.06M | 0.0% | -3.0% | 0.142% | |
2/12/2025 | JPMorgan Chase & Co. | 71,561 | $1.42M | 0.0% | -41.1% | 0.098% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 18,082 | $358K | 0.3% | N/A | 0.025% | |
2/11/2025 | Ashton Thomas Securities LLC | 55,591 | $1.10M | 0.3% | +2.0% | 0.076% | |
2/11/2025 | Modern Wealth Management LLC | 12,812 | $260K | 0.0% | N/A | 0.018% | |
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2/11/2025 | Towercrest Capital Management | 263,578 | $5.22M | 0.8% | +2.0% | 0.361% | |
2/11/2025 | LPL Financial LLC | 751,226 | $14.89M | 0.0% | +14.8% | 1.028% | |
2/11/2025 | Kepos Capital LP | 4,400 | $87K | 0.1% | -45.0% | 0.006% | |
2/11/2025 | SigFig Wealth Management LLC | 184,811 | $3.66M | 0.1% | +3.6% | 0.253% | |
2/10/2025 | Commonwealth Equity Services LLC | 68,509 | $1.36M | 0.0% | -2.2% | 0.094% | |
2/7/2025 | Endowment Wealth Management Inc. | 38,294 | $759K | 0.5% | +23.4% | 0.052% | |
2/7/2025 | Net Worth Advisory Group | 27,103 | $537K | 0.2% | -2.1% | 0.037% | |
2/7/2025 | Independent Advisor Alliance | 34,091 | $676K | 0.0% | N/A | 0.047% | |
2/7/2025 | Sowell Financial Services LLC | 32,007 | $634K | 0.0% | +9.1% | 0.044% | |
2/7/2025 | PNC Financial Services Group Inc. | 6,187 | $123K | 0.0% | -16.2% | 0.008% | |
2/6/2025 | Raymond James Financial Inc. | 359,628 | $7.13M | 0.0% | N/A | 0.492% | |
2/6/2025 | Atria Investments Inc | 17,522 | $347K | 0.0% | +5.9% | 0.024% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 19,267 | $382K | 0.0% | -7.9% | 0.026% | |
2/6/2025 | Mission Wealth Management LP | 47,816 | $948K | 0.0% | -1.5% | 0.065% | |
2/6/2025 | Jones Financial Companies Lllp | 11,897 | $236K | 0.0% | +134.0% | 0.016% | |
2/5/2025 | Duncker Streett & Co. Inc. | 15,005 | $297K | 0.1% | -4.8% | 0.021% | |
2/5/2025 | Verus Capital Partners LLC | 35,023 | $694K | 0.1% | +66.9% | 0.048% | |
2/4/2025 | Bank of New York Mellon Corp | 385,713 | $7.65M | 0.0% | +1.0% | 0.528% | |
2/4/2025 | MONECO Advisors LLC | 137,500 | $2.73M | 0.3% | +0.8% | 0.188% | |
2/4/2025 | Wealthspire Advisors LLC | 29,075 | $576K | 0.0% | -79.8% | 0.040% | |
2/3/2025 | Red Wave Investments LLC | 45,906 | $910K | 0.3% | -2.4% | 0.063% | |
2/3/2025 | Concurrent Investment Advisors LLC | 42,061 | $834K | 0.0% | +4.4% | 0.058% | |
2/3/2025 | Private Advisor Group LLC | 45,495 | $902K | 0.0% | -42.3% | 0.062% | |
1/31/2025 | Sanctuary Advisors LLC | 37,517 | $758K | 0.0% | -14.7% | 0.051% | |
1/30/2025 | Strategic Financial Concepts LLC | 30,586 | $606K | 0.0% | N/A | 0.042% | |
1/30/2025 | Vontobel Holding Ltd. | 402,459 | $7.98M | 0.0% | +1.3% | 0.551% | |
1/29/2025 | Three Bridge Wealth Advisors LLC | 15,030 | $298K | 0.1% | +6.6% | 0.021% | |
1/29/2025 | Fortress Financial Solutions LLC | 20,625 | $409K | 0.6% | N/A | 0.028% | |
1/28/2025 | Advisors Preferred LLC | 207,090 | $4.13M | 0.7% | -60.3% | 0.283% | |
1/28/2025 | Strategic Financial Concepts LLC | 30,586 | $606K | 0.0% | N/A | 0.042% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 13,823 | $274K | 0.0% | N/A | 0.019% | |
1/24/2025 | Concord Wealth Partners | 4,314 | $86K | 0.0% | -19.9% | 0.006% | |
1/24/2025 | Total Clarity Wealth Management Inc. | 22,549 | $447K | 0.1% | N/A | 0.031% | |
1/23/2025 | Synergy Asset Management LLC | 3,756 | $81K | 0.0% | N/A | 0.005% | |
1/22/2025 | Perigon Wealth Management LLC | 33,906 | $678K | 0.0% | -22.0% | 0.046% | |
1/22/2025 | Joseph P. Lucia & Associates LLC | 10,075 | $200K | 0.1% | N/A | 0.014% | |
1/21/2025 | Stewardship Advisors LLC | 67,315 | $1.33M | 0.4% | +116.6% | 0.092% | |
1/21/2025 | Geneos Wealth Management Inc. | 3,250 | $64K | 0.0% | N/A | 0.004% | |
1/21/2025 | Fifth Third Bancorp | 86,795 | $1.72M | 0.0% | -16.3% | 0.119% | |
1/21/2025 | RFG Advisory LLC | 98,734 | $1.96M | 0.1% | +7.1% | 0.135% | |
1/17/2025 | Great Waters Wealth Management | 25,896 | $513K | 0.1% | -3.9% | 0.035% | |
1/16/2025 | Annex Advisory Services LLC | 18,253 | $362K | 0.0% | -36.7% | 0.025% | |
1/15/2025 | Omega Financial Group LLC | 94,998 | $1.88M | 0.7% | -10.8% | 0.130% | |
1/15/2025 | Legacy Wealth Asset Management LLC | 35,706 | $708K | 0.2% | -1.8% | 0.049% | |
1/15/2025 | Tallon Kerry Patrick | 10,922 | $218K | 0.2% | N/A | 0.015% | |
1/14/2025 | Flywheel Private Wealth LLC | 13,935 | $276K | 0.3% | N/A | 0.019% | |
1/14/2025 | SeaCrest Wealth Management LLC | 52,466 | $1.04M | 0.1% | -13.0% | 0.072% | |
1/14/2025 | Sharper & Granite LLC | 82,455 | $1.63M | 0.7% | +7.9% | 0.113% | |
1/13/2025 | Friedenthal Financial | 11,897 | $236K | 0.1% | -25.8% | 0.016% | |
1/13/2025 | City Center Advisors LLC | 10,344 | $205K | 0.2% | N/A | 0.014% | |
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1/10/2025 | Wealth Enhancement Advisory Services LLC | 837,080 | $18.00M | 0.0% | -1.8% | 1.145% | |
1/3/2025 | Versant Capital Management Inc | 137,470 | $2.73M | 0.6% | -0.7% | 0.188% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 16,276 | $348K | 0.0% | -3.3% | 0.022% | |
11/25/2024 | Tidal Investments LLC | 41,218 | $886K | 0.0% | +7.4% | 0.056% | |
11/25/2024 | World Investment Advisors LLC | 70,577 | $1.52M | 0.0% | +247.3% | 0.097% | |
11/25/2024 | Sanctuary Advisors LLC | 43,969 | $897K | 0.0% | -29.9% | 0.060% | |
11/18/2024 | Arete Wealth Advisors LLC | 11,027 | $236K | 0.0% | -35.7% | 0.015% | |
11/18/2024 | Asset Allocation Strategies LLC | 33,263 | $715K | 0.2% | N/A | 0.046% | |
11/15/2024 | MML Investors Services LLC | 48,610 | $1.05M | 0.0% | -12.9% | 0.066% | |
11/15/2024 | National Bank of Canada FI | 107,077 | $2.30M | 0.0% | +0.9% | 0.146% | |