4/15/2025 | Capital Advisory Group Advisory Services LLC | 90,287 | $2.69M | 1.0% | +0.7% | 0.056% | |
4/15/2025 | Investment Partners Asset Management Inc. | 47,542 | $1.42M | 1.1% | +7.5% | 0.029% | |
4/15/2025 | Transform Wealth LLC | 37,229 | $1.11M | 0.1% | -10.7% | 0.023% | |
4/15/2025 | Focus Financial Network Inc. | 310,181 | $9.25M | 0.4% | +3.7% | 0.192% | |
4/15/2025 | Foresight Capital Management Advisors Inc. | 42,649 | $1.27M | 0.8% | -2.8% | 0.026% | |
4/15/2025 | Paragon Advisors LLC | 7,856 | $234K | 0.1% | N/A | 0.005% | |
4/15/2025 | Ameliora Wealth Management Ltd. | 432,027 | $12.88M | 4.8% | +1.7% | 0.268% | |
4/15/2025 | Fiduciary Financial Group LLC | 83,083 | $2.51M | 0.5% | -3.9% | 0.052% | |
4/14/2025 | Farther Finance Advisors LLC | 3,420 | $102K | 0.0% | -93.8% | 0.002% | |
4/14/2025 | Financial Designs Corp | 13,068 | $390K | 0.3% | -9.7% | 0.008% | |
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4/14/2025 | Priebe Wealth Holdings LLC | 30,300 | $904K | 0.6% | +24.4% | 0.019% | |
4/14/2025 | Client First Investment Management LLC | 250,665 | $7.48M | 5.1% | N/A | 0.155% | |
4/14/2025 | City Center Advisors LLC | 16,611 | $495K | 0.6% | -9.0% | 0.010% | |
4/14/2025 | Upper Left Wealth Management LLC | 20,109 | $600K | 0.4% | -9.0% | 0.012% | |
4/11/2025 | Principia Wealth Advisory LLC | 9,995 | $295K | 0.3% | -10.0% | 0.006% | |
4/11/2025 | Towneley Capital Management Inc DE | 738,788 | $22.03M | 5.2% | +2.7% | 0.458% | |
4/11/2025 | Sovereign Financial Group Inc. | 14,136 | $422K | 0.1% | +4.7% | 0.009% | |
4/11/2025 | SeaCrest Wealth Management LLC | 7,701 | $230K | 0.0% | N/A | 0.005% | |
4/11/2025 | A. D. Beadell Investment Counsel Inc. | 78,100 | $2.33M | 1.9% | -6.4% | 0.048% | |
4/10/2025 | Warren Street Wealth Advisors LLC | 33,422 | $997K | 0.4% | +2.5% | 0.021% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 11,763 | $351K | 0.2% | +8.9% | 0.007% | |
4/9/2025 | Merit Financial Group LLC | 378,344 | $11.28M | 0.2% | +14.6% | 0.235% | |
4/9/2025 | Milestone Asset Management LLC | 42,405 | $1.27M | 0.3% | +15.9% | 0.026% | |
4/9/2025 | Fragasso Financial Advisors Inc | 26,449 | $789K | 0.1% | N/A | 0.016% | |
4/9/2025 | Worth Asset Management LLC | 128,207 | $3.82M | 2.1% | +108.2% | 0.079% | |
4/9/2025 | Fiduciary Alliance LLC | 227,500 | $6.78M | 0.7% | +1.6% | 0.141% | |
4/9/2025 | Ervin Investment Management LLC | 137,065 | $4.09M | 2.7% | +33.9% | 0.085% | |
4/9/2025 | 180 Wealth Advisors LLC | 292,859 | $8.73M | 1.4% | +0.8% | 0.182% | |
4/9/2025 | Legacy Wealth Asset Management LLC | 54,614 | $1.63M | 0.5% | +1.2% | 0.034% | |
4/9/2025 | Castle Rock Wealth Management LLC | 67,018 | $1.99M | 0.5% | +1.1% | 0.042% | |
4/7/2025 | AdvisorNet Financial Inc | 13,023 | $388K | 0.0% | -3.3% | 0.008% | |
4/3/2025 | Collective Family Office LLC | 7,320 | $218K | 0.1% | N/A | 0.005% | |
4/1/2025 | Penbrook Management LLC | 15,340 | $457K | 0.3% | N/A | 0.010% | |
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% | |
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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% | |
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% | |
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% | |
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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% | |