3/12/2025 | Northstar Financial Companies Inc. | 13,081 | $328K | 0.3% | N/A | 0.008% | |
3/6/2025 | Elite Financial Inc. | 41,618 | $1.04M | 0.6% | N/A | 0.028% | |
3/5/2025 | Castle Rock Wealth Management LLC | 66,312 | $1.83M | 0.4% | +6.7% | 0.044% | |
2/19/2025 | WCG Wealth Advisors LLC | 89,888 | $2.25M | 0.1% | +0.7% | 0.064% | |
2/18/2025 | Pinkerton Retirement Specialists LLC | 182,984 | $4.58M | 0.7% | -32.1% | 0.131% | |
2/17/2025 | Vident Advisory LLC | 23,141 | $580K | 0.0% | N/A | 0.017% | |
2/17/2025 | Snowden Capital Advisors LLC | 13,933 | $349K | 0.0% | +33.9% | 0.010% | |
2/17/2025 | Royal Bank of Canada | 540,846 | $13.55M | 0.0% | +0.4% | 0.386% | |
2/17/2025 | Main Street Group LTD | 1,195 | $30K | 0.0% | N/A | 0.001% | |
2/17/2025 | Global Assets Advisory LLC | 46,408 | $1.18M | 0.7% | +1.4% | 0.033% | |
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2/17/2025 | Focus Partners Wealth | 99,701 | $2.50M | 0.0% | -32.5% | 0.071% | |
2/17/2025 | CoreCap Advisors LLC | 30,245 | $758K | 0.0% | +17.4% | 0.022% | |
2/17/2025 | Cetera Investment Advisers | 457,277 | $11.46M | 0.0% | +4.1% | 0.326% | |
2/17/2025 | Blue Capital Inc. | 50,650 | $1.27M | 0.9% | N/A | 0.036% | |
2/17/2025 | Captrust Financial Advisors | 151,910 | $3.81M | 0.0% | -1.8% | 0.108% | |
2/17/2025 | Baird Financial Group Inc. | 371,738 | $9.31M | 0.0% | -1.0% | 0.265% | |
2/17/2025 | Bank of America Corp DE | 3,442,497 | $86.24M | 0.0% | +3.2% | 2.455% | |
2/17/2025 | BNP Paribas Financial Markets | 5,943 | $149K | 0.0% | -38.4% | 0.004% | |
2/17/2025 | Ameriprise Financial Inc. | 185,200 | $4.64M | 0.0% | +26.7% | 0.132% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 10,326 | $259K | 0.0% | +27.2% | 0.007% | |
2/14/2025 | Cypress Advisory Group LLC | 13,175 | $330K | 0.3% | N/A | 0.009% | |
2/14/2025 | Jane Street Group LLC | 295,457 | $7.40M | 0.0% | +21.3% | 0.211% | |
2/14/2025 | Rehmann Capital Advisory Group | 11,717 | $294K | 0.0% | +19.5% | 0.008% | |
2/14/2025 | Bison Wealth LLC | 324,471 | $8.13M | 1.8% | -13.3% | 0.231% | |
2/14/2025 | Comerica Bank | 37,897 | $949K | 0.0% | +9.3% | 0.027% | |
2/14/2025 | Tudor Investment Corp ET AL | 657,707 | $16.48M | 0.1% | +334.6% | 0.469% | |
2/14/2025 | Betterment LLC | 21,309 | $534K | 0.0% | -3.0% | 0.015% | |
2/14/2025 | Capital Analysts LLC | 30,228 | $757K | 0.0% | -1.6% | 0.022% | |
2/14/2025 | Coppell Advisory Solutions LLC | 2,540 | $63K | 0.0% | -21.2% | 0.002% | |
2/14/2025 | IHT Wealth Management LLC | 48,230 | $1.21M | 0.0% | -3.2% | 0.034% | |
2/14/2025 | Stifel Financial Corp | 94,457 | $2.37M | 0.0% | -1.3% | 0.067% | |
2/14/2025 | OneDigital Investment Advisors LLC | 61,388 | $1.54M | 0.0% | -1.5% | 0.044% | |
2/14/2025 | Tradition Wealth Management LLC | 26,916 | $674K | 0.1% | -4.8% | 0.019% | |
2/14/2025 | MML Investors Services LLC | 92,047 | $2.31M | 0.0% | +8.8% | 0.066% | |
2/14/2025 | BOS Asset Management LLC | 72,423 | $1.81M | 0.6% | -15.5% | 0.052% | |
2/14/2025 | Freedom Investment Management Inc. | 494,515 | $12.39M | 1.0% | +12.1% | 0.353% | |
2/14/2025 | GeoWealth Management LLC | 49,141 | $1.23M | 0.0% | -6.1% | 0.035% | |
2/13/2025 | NewEdge Advisors LLC | 294,947 | $7.39M | 0.0% | +5.4% | 0.210% | |
2/13/2025 | Resurgent Financial Advisors LLC | 31,580 | $791K | 0.5% | -1.8% | 0.023% | |
2/13/2025 | Jump Financial LLC | 171,763 | $4.30M | 0.1% | +64.0% | 0.123% | |
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2/13/2025 | Belpointe Asset Management LLC | 25,908 | $619K | 0.0% | -11.9% | 0.018% | |
2/13/2025 | Mariner LLC | 268,466 | $6.73M | 0.0% | +356.5% | 0.191% | |
2/13/2025 | Savvy Advisors Inc. | 429,816 | $10.77M | 1.3% | +646.3% | 0.307% | |
2/13/2025 | Synovus Financial Corp | 108,554 | $2.72M | 0.0% | -47.7% | 0.077% | |
2/13/2025 | Townsquare Capital LLC | 25,833 | $647K | 0.0% | N/A | 0.018% | |
2/13/2025 | Rockefeller Capital Management L.P. | 65,248 | $1.63M | 0.0% | +3.5% | 0.047% | |
2/13/2025 | Scotia Capital Inc. | 29,235 | $732K | 0.0% | -5.9% | 0.021% | |
2/13/2025 | Raymond James Financial Inc. | 125,245 | $3.14M | 0.0% | N/A | 0.089% | |
2/13/2025 | Renaissance Technologies LLC | 154,400 | $3.87M | 0.0% | N/A | 0.110% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,075,784 | $26.95M | 0.0% | -20.1% | 0.767% | |
2/13/2025 | Wells Fargo & Company MN | 2,746,627 | $68.80M | 0.0% | +25.5% | 1.959% | |
2/12/2025 | World Investment Advisors | 84,877 | $2.13M | 0.1% | +1.3% | 0.061% | |
2/12/2025 | Franklin Resources Inc. | 259,312 | $6.50M | 0.0% | -1.2% | 0.185% | |
2/12/2025 | Everstar Asset Management LLC | 11,275 | $282K | 0.2% | -4.2% | 0.008% | |
2/12/2025 | CIBC Private Wealth Group LLC | 22,479 | $571K | 0.0% | +1.8% | 0.016% | |
2/12/2025 | Orion Portfolio Solutions LLC | 8,822 | $221K | 0.0% | -4.6% | 0.006% | |
2/12/2025 | JPMorgan Chase & Co. | 1,066,473 | $26.72M | 0.0% | +20.4% | 0.761% | |
2/12/2025 | Bay Capital Advisors LLC | 27,799 | $696K | 0.6% | N/A | 0.020% | |
2/11/2025 | Modern Wealth Management LLC | 8,053 | $223K | 0.0% | N/A | 0.006% | |
2/11/2025 | Congress Wealth Management LLC DE | 8,144 | $204K | 0.0% | N/A | 0.006% | |
2/11/2025 | LPL Financial LLC | 1,368,033 | $34.27M | 0.0% | +51.2% | 0.976% | |
2/11/2025 | Swan Global Investments LLC | 20,487 | $513K | 0.0% | N/A | 0.015% | |
2/11/2025 | Virtu Financial LLC | 241,502 | $6.05M | 0.3% | N/A | 0.172% | |
2/11/2025 | Whittier Trust Co. | 32,723 | $819K | 0.0% | -4.6% | 0.023% | |
2/10/2025 | Thrivent Financial for Lutherans | 19,079 | $480K | 0.0% | -5.1% | 0.014% | |
2/10/2025 | Harbour Investments Inc. | 175,943 | $4.41M | 0.1% | +49.9% | 0.125% | |
2/10/2025 | Corient Private Wealth LLC | 14,710 | $368K | 0.0% | +5.2% | 0.010% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 55,537 | $1.39M | 0.0% | +20.1% | 0.040% | |
2/10/2025 | Choate Investment Advisors | 267,482 | $6.70M | 0.2% | N/A | 0.191% | |
2/10/2025 | ETF Store Inc. | 14,043 | $352K | 0.4% | -42.8% | 0.010% | |
2/10/2025 | Commonwealth Equity Services LLC | 433,085 | $10.85M | 0.0% | +68.2% | 0.309% | |
2/10/2025 | Avantax Advisory Services Inc. | 83,428 | $2.09M | 0.0% | +13.2% | 0.060% | |
2/10/2025 | Farther Finance Advisors LLC | 55,380 | $1.39M | 0.1% | -88.0% | 0.040% | |
2/10/2025 | EverSource Wealth Advisors LLC | 11,851 | $297K | 0.0% | N/A | 0.008% | |
2/7/2025 | HighTower Advisors LLC | 1,973,465 | $49.44M | 0.1% | -1.8% | 1.408% | |
2/7/2025 | Natural Investments LLC | 8,332 | $208K | 0.1% | N/A | 0.006% | |
2/7/2025 | Wealthfront Advisers LLC | 8,269 | $207K | 0.0% | N/A | 0.006% | |
2/7/2025 | Inspire Advisors LLC | 161,395 | $4.04M | 0.5% | -28.2% | 0.115% | |
2/7/2025 | Global View Capital Management LLC | 103,956 | $2.64M | 0.9% | N/A | 0.074% | |
2/7/2025 | Independent Advisor Alliance | 15,684 | $393K | 0.0% | N/A | 0.011% | |
2/7/2025 | Paragon Private Wealth Management LLC | 40,297 | $1.01M | 0.5% | +11.9% | 0.029% | |
2/7/2025 | NBT Bank N A NY | 3,027 | $76K | 0.0% | -94.8% | 0.002% | |
2/7/2025 | Sowell Financial Services LLC | 71,123 | $1.78M | 0.1% | -35.4% | 0.051% | |
2/7/2025 | Lifeworks Advisors LLC | 190,469 | $4.77M | 0.9% | +41.3% | 0.136% | |
2/7/2025 | Larson Financial Group LLC | 9,966 | $250K | 0.0% | -66.2% | 0.007% | |
2/7/2025 | AMG National Trust Bank | 15,000 | $376K | 0.0% | +43.8% | 0.011% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 60,661 | $1.52M | 0.3% | +0.6% | 0.043% | |
2/6/2025 | Ethos Financial Group LLC | 849,788 | $21.29M | 2.8% | +11.8% | 0.606% | |
2/6/2025 | Raymond James Financial Inc. | 125,245 | $3.14M | 0.0% | N/A | 0.089% | |
2/6/2025 | BCM Advisors LLC | 204,562 | $5.59M | 1.3% | -9.9% | 0.146% | |
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2/6/2025 | Atria Investments Inc | 50,810 | $1.27M | 0.0% | +8.3% | 0.036% | |
2/6/2025 | Amara Financial LLC. | 50,370 | $1.26M | 1.2% | +10.6% | 0.036% | |
2/6/2025 | Jones Financial Companies Lllp | 64,821 | $1.62M | 0.0% | +40.3% | 0.046% | |
2/5/2025 | Metis Global Partners LLC | 4,723,094 | $118.31M | 3.6% | +1.4% | 3.369% | |
2/5/2025 | US Bancorp DE | 271,221 | $6.79M | 0.0% | +1.0% | 0.193% | |
2/5/2025 | Proficio Capital Partners LLC | 3,016,596 | $75.57M | 0.0% | +2,405.0% | 2.152% | |
2/5/2025 | WT Wealth Management | 438,424 | $10.98M | 3.4% | +23.4% | 0.313% | |
2/5/2025 | Apriem Advisors | 10,879 | $273K | 0.0% | -4.4% | 0.008% | |
2/5/2025 | Nwam LLC | 16,463 | $412K | 0.0% | -3.3% | 0.012% | |
2/4/2025 | Acorn Wealth Advisors LLC | 23,755 | $595K | 0.2% | +11.1% | 0.017% | |