4/17/2025 | Janney Montgomery Scott LLC | 4,595 | $424K | 0.0% | +4.9% | 0.032% | |
4/16/2025 | Armbruster Capital Management Inc. | 339,461 | $31.35M | 6.3% | +0.1% | 2.343% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 97,116 | $8.97M | 0.0% | -2.8% | 0.670% | |
4/16/2025 | BigSur Wealth Management LLC | 40,416 | $3.73M | 1.0% | -1.3% | 0.279% | |
4/16/2025 | Paragon Capital Management Ltd | 11,845 | $1.09M | 0.2% | +31.3% | 0.082% | |
4/14/2025 | Farther Finance Advisors LLC | 411 | $38K | 0.0% | +675.5% | 0.003% | |
4/10/2025 | Breakwater Capital Group | 19,076 | $1.76M | 0.3% | +2.9% | 0.132% | |
4/10/2025 | Matrix Trust Co | 4,817 | $445K | 0.1% | +46.5% | 0.033% | |
4/9/2025 | NBC Securities Inc. | 430 | $39K | 0.0% | N/A | 0.003% | |
4/8/2025 | Rothschild Investment LLC | 69,053 | $6.38M | 0.4% | -0.6% | 0.477% | |
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3/17/2025 | Wealth Enhancement Advisory Services LLC | 99,916 | $9.01M | 0.0% | +120.7% | 0.695% | |
3/12/2025 | Centaurus Financial Inc. | 1,878 | $169K | 0.0% | -14.1% | 0.013% | |
2/27/2025 | Fidelity D & D Bancorp Inc. | 64,082 | $5.78M | 3.8% | +17.3% | 0.432% | |
2/24/2025 | Ameriflex Group Inc. | 5,169 | $481K | 0.2% | N/A | 0.021% | |
2/21/2025 | Fidelity D & D Bancorp Inc. | 64,082 | $5.78M | 4.2% | +17.3% | 0.264% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 10,774 | $972K | 0.4% | -7.1% | 0.044% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 14,695 | $1.33M | 0.0% | -4.0% | 0.061% | |
2/17/2025 | Cetera Investment Advisers | 9,020 | $814K | 0.0% | +7.0% | 0.037% | |
2/17/2025 | Captrust Financial Advisors | 2,504 | $226K | 0.0% | -32.4% | 0.010% | |
2/17/2025 | Cary Street Partners Financial LLC | 5,188 | $468K | 0.0% | N/A | 0.021% | |
2/17/2025 | Bank of America Corp DE | 1,516,533 | $136.81M | 0.0% | -8.0% | 6.249% | |
2/17/2025 | Ameriprise Financial Inc. | 127,462 | $11.50M | 0.0% | +1.4% | 0.525% | |
2/14/2025 | Jane Street Group LLC | 5,355 | $483K | 0.0% | -24.8% | 0.022% | |
2/14/2025 | Comerica Bank | 11,046 | $996K | 0.0% | -5.4% | 0.046% | |
2/14/2025 | Berger Financial Group Inc | 4,552 | $411K | 0.0% | -9.1% | 0.019% | |
2/14/2025 | Two Sigma Securities LLC | 2,517 | $227K | 0.0% | N/A | 0.010% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 5,457 | $492K | 0.0% | -2.1% | 0.022% | |
2/14/2025 | Integrated Wealth Concepts LLC | 30,034 | $2.71M | 0.0% | +9.8% | 0.124% | |
2/14/2025 | Coppell Advisory Solutions LLC | 389 | $35K | 0.0% | +411.8% | 0.002% | |
2/14/2025 | Stifel Financial Corp | 14,414 | $1.30M | 0.0% | +5.4% | 0.059% | |
2/13/2025 | Regal Investment Advisors LLC | 4,948 | $446K | 0.0% | -17.4% | 0.020% | |
2/13/2025 | Mariner LLC | 15,892 | $1.43M | 0.0% | +336.2% | 0.065% | |
2/13/2025 | Advisory Services Network LLC | 3,411 | $308K | 0.0% | N/A | 0.014% | |
2/13/2025 | Renaissance Technologies LLC | 12,800 | $1.16M | 0.0% | +26.7% | 0.053% | |
2/13/2025 | Invesco Ltd. | 5,485,483 | $494.85M | 0.1% | -5.8% | 22.602% | |
2/13/2025 | Bank of Montreal Can | 2,063 | $186K | 0.0% | -8.8% | 0.009% | |
2/13/2025 | Envestnet Asset Management Inc. | 116,880 | $10.54M | 0.0% | -0.5% | 0.482% | |
2/13/2025 | Wells Fargo & Company MN | 113,867 | $10.27M | 0.0% | -8.4% | 0.469% | |
2/12/2025 | Orion Portfolio Solutions LLC | 10,879 | $981K | 0.0% | +7.2% | 0.045% | |
2/12/2025 | Nomura Asset Management Co. Ltd. | 3,410 | $308K | 0.0% | -49.1% | 0.014% | |
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2/12/2025 | JPMorgan Chase & Co. | 26,751 | $2.41M | 0.0% | +820.9% | 0.110% | |
2/12/2025 | Hardin Capital Partners LLC | 10,385 | $937K | 0.6% | +7.0% | 0.043% | |
2/11/2025 | LPL Financial LLC | 228,553 | $20.62M | 0.0% | +6.1% | 0.942% | |
2/11/2025 | Condor Capital Management | 21,398 | $1.93M | 0.2% | -0.5% | 0.088% | |
2/10/2025 | Corient Private Wealth LLC | 15,038 | $1.36M | 0.0% | -50.0% | 0.062% | |
2/10/2025 | Commonwealth Equity Services LLC | 67,340 | $6.08M | 0.0% | +3.6% | 0.277% | |
2/10/2025 | Avantax Advisory Services Inc. | 8,153 | $735K | 0.0% | -8.5% | 0.034% | |
2/7/2025 | Sequoia Financial Advisors LLC | 2,230 | $201K | 0.0% | N/A | 0.009% | |
2/7/2025 | HighTower Advisors LLC | 135,315 | $12.21M | 0.0% | -3.5% | 0.558% | |
2/7/2025 | Independent Advisor Alliance | 7,836 | $707K | 0.0% | N/A | 0.032% | |
2/7/2025 | Mount Lucas Management LP | 273,745 | $24.70M | 8.6% | N/A | 1.128% | |
2/7/2025 | Larson Financial Group LLC | 626 | $56K | 0.0% | N/A | 0.003% | |
2/6/2025 | Ethos Financial Group LLC | 7,217 | $651K | 0.1% | N/A | 0.030% | |
2/6/2025 | Raymond James Financial Inc. | 129,842 | $11.71M | 0.0% | N/A | 0.535% | |
2/6/2025 | SPC Financial Inc. | 20,275 | $1.83M | 0.2% | +3.5% | 0.084% | |
2/6/2025 | Atria Investments Inc | 11,771 | $1.06M | 0.0% | N/A | 0.049% | |
2/6/2025 | Cookson Peirce & Co. Inc. | 9,063 | $818K | 0.0% | -3.1% | 0.037% | |
2/6/2025 | ACR Alpine Capital Research LLC | 229,614 | $20.71M | 0.4% | +159.8% | 0.946% | |
2/6/2025 | Jones Financial Companies Lllp | 3,831 | $346K | 0.0% | +117.1% | 0.016% | |
2/5/2025 | Poplar Forest Capital LLC | 2,400 | $217K | 0.0% | -26.4% | 0.010% | |
2/5/2025 | Private Trust Co. NA | 4,631 | $418K | 0.0% | +16.0% | 0.019% | |
2/4/2025 | Bank of New York Mellon Corp | 1,366,491 | $123.27M | 0.0% | +2.8% | 5.630% | |
2/4/2025 | Rothschild Investment LLC | 69,481 | $6.27M | 0.4% | -1.2% | 0.286% | |
2/4/2025 | Lansing Street Advisors | 20,814 | $1.88M | 0.7% | -4.9% | 0.086% | |
2/4/2025 | Wealthspire Advisors LLC | 3,914 | $353K | 0.0% | -29.1% | 0.016% | |
2/3/2025 | Private Advisor Group LLC | 15,245 | $1.38M | 0.0% | -5.7% | 0.063% | |
2/3/2025 | Good Life Advisors LLC | 2,814 | $254K | 0.0% | -50.0% | 0.012% | |
1/31/2025 | Plan Group Financial LLC | 12,340 | $1.11M | 0.6% | -17.5% | 0.051% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 117,885 | $10.63M | 0.4% | N/A | 0.486% | |
1/31/2025 | Atria Wealth Solutions Inc. | 5,950 | $537K | 0.0% | -8.2% | 0.025% | |
1/31/2025 | Truist Financial Corp | 227,251 | $20.50M | 0.0% | -3.0% | 0.936% | |
1/31/2025 | Sanctuary Advisors LLC | 7,295 | $686K | 0.0% | -8.3% | 0.030% | |
1/31/2025 | AlphaCentric Advisors LLC | 22,102 | $1.99M | 2.0% | N/A | 0.091% | |
1/31/2025 | Principal Financial Group Inc. | 1,146,183 | $103.40M | 0.1% | +0.7% | 4.723% | |
1/30/2025 | Valmark Advisers Inc. | 4,297 | $388K | 0.0% | +10.6% | 0.018% | |
1/30/2025 | Strategic Financial Concepts LLC | 10,322 | $931K | 0.0% | +24.1% | 0.043% | |
1/30/2025 | Salomon & Ludwin LLC | 1,198 | $108K | 0.0% | -15.9% | 0.005% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 22,869 | $2.06M | 0.2% | +112.1% | 0.094% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 117,885 | $10.63M | 0.5% | N/A | 0.486% | |
1/29/2025 | Essex Financial Services Inc. | 5,782 | $522K | 0.0% | +3.3% | 0.024% | |
1/29/2025 | Comprehensive Financial Planning Inc. PA | 1,430 | $129K | 0.1% | N/A | 0.006% | |
1/28/2025 | Almanack Investment Partners LLC. | 7,217 | $651K | 0.1% | -3.7% | 0.030% | |
1/28/2025 | Strategic Financial Concepts LLC | 935,618 | $931K | 0.0% | +11,145.4% | 3.855% | |
1/27/2025 | Silver Oak Securities Incorporated | 19,040 | $1.71M | 0.2% | +5.4% | 0.078% | |
1/27/2025 | Money Concepts Capital Corp | 10,887 | $982K | 0.1% | +5.8% | 0.045% | |
1/27/2025 | Stratos Wealth Advisors LLC | 12,294 | $1.11M | 0.1% | N/A | 0.051% | |
1/27/2025 | Stratos Wealth Partners LTD. | 5,340 | $482K | 0.0% | -27.8% | 0.022% | |
1/24/2025 | Concord Wealth Partners | 8,638 | $779K | 0.1% | -31.7% | 0.036% | |
1/24/2025 | New Millennium Group LLC | 595 | $54K | 0.0% | N/A | 0.002% | |
1/23/2025 | Saxony Capital Management LLC | 2,461 | $222K | 0.2% | -54.1% | 0.010% | |
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1/23/2025 | Strategic Advocates LLC | 252,922 | $22.82M | 7.7% | +5.3% | 1.042% | |
1/23/2025 | SOL Capital Management CO | 38,939 | $3.51M | 0.4% | +0.8% | 0.160% | |
1/23/2025 | RMR Capital Management LLC | 17,525 | $1.58M | 1.2% | -1.7% | 0.072% | |
1/23/2025 | Twelve Points Wealth Management LLC | 31,854 | $2.87M | 0.8% | -3.0% | 0.131% | |
1/22/2025 | United Asset Strategies Inc. | 58,785 | $5.30M | 0.5% | +1.9% | 0.242% | |
1/22/2025 | Armbruster Capital Management Inc. | 339,184 | $30.60M | 6.2% | -1.0% | 1.398% | |
1/22/2025 | Peak Financial Management Inc. | 101,041 | $9.12M | 2.7% | +0.3% | 0.416% | |
1/17/2025 | Janney Montgomery Scott LLC | 4,380 | $395K | 0.0% | -9.9% | 0.018% | |
1/17/2025 | Oxinas Partners Wealth Management LLC | 22,610 | $2.04M | 1.2% | -1.8% | 0.093% | |
1/17/2025 | Planned Solutions Inc. | 6,330 | $571K | 0.2% | -86.1% | 0.026% | |