1/17/2025 | Mutual Advisors LLC | 62,389 | $1.62M | 0.0% | +0.9% | 0.045% | |
1/17/2025 | True North Advisors LLC | 91,932 | $2.30M | 0.5% | +0.6% | 0.066% | |
1/17/2025 | Janney Montgomery Scott LLC | 19,302 | $484K | 0.0% | +8.4% | 0.014% | |
1/17/2025 | XML Financial LLC | 15,700 | $393K | 0.0% | N/A | 0.011% | |
1/17/2025 | Beaumont Financial Advisors LLC | 17,025 | $426K | 0.0% | +3.7% | 0.012% | |
1/17/2025 | Atomi Financial Group Inc. | 81,895 | $2.05M | 0.1% | +18.2% | 0.058% | |
|
1/17/2025 | Transform Wealth LLC | 41,678 | $1.04M | 0.1% | +121.2% | 0.030% | |
1/16/2025 | Seven Post Investment Office LP | 16,563 | $415K | 0.2% | -6.5% | 0.012% | |
1/16/2025 | Koshinski Asset Management Inc. | 10,551 | $264K | 0.0% | -7.9% | 0.008% | |
1/16/2025 | Priebe Wealth Holdings LLC | 24,350 | $610K | 0.4% | +141.1% | 0.017% | |
1/16/2025 | Ervin Investment Management LLC | 102,385 | $2.57M | 1.7% | +30.5% | 0.073% | |
1/16/2025 | Terra Nova Asset Management LLC | 55,012 | $1.38M | 1.0% | +1.5% | 0.039% | |
1/15/2025 | Financial & Tax Architects LLC | 49,071 | $1.23M | 0.3% | -20.8% | 0.035% | |
1/15/2025 | Merit Financial Group LLC | 330,250 | $8.27M | 0.1% | +6.4% | 0.236% | |
1/15/2025 | Empirical Asset Management LLC | 184,306 | $4.62M | 0.1% | -1.1% | 0.131% | |
1/15/2025 | Legacy Wealth Asset Management LLC | 53,947 | $1.35M | 0.4% | +11.1% | 0.038% | |
1/14/2025 | Foresight Capital Management Advisors Inc. | 43,897 | $1.10M | 0.6% | N/A | 0.031% | |
1/14/2025 | Advisors Management Group Inc. ADV | 483,573 | $12.11M | 2.9% | -0.8% | 0.345% | |
1/14/2025 | Wolff Wiese Magana LLC | 82,062 | $2.06M | 1.4% | -1.0% | 0.059% | |
1/14/2025 | Fiduciary Financial Group LLC | 86,417 | $2.22M | 0.5% | +2.8% | 0.062% | |
1/14/2025 | 180 Wealth Advisors LLC | 290,464 | $7.28M | 1.1% | +2.0% | 0.207% | |
1/13/2025 | Brookstone Capital Management | 97,671 | $2.45M | 0.0% | -23.3% | 0.070% | |
1/13/2025 | Trust Co. of Toledo NA OH | 39,440 | $988K | 0.1% | +54.9% | 0.028% | |
1/13/2025 | Fiduciary Alliance LLC | 223,973 | $5.61M | 0.6% | +1.5% | 0.160% | |
1/13/2025 | City Center Advisors LLC | 18,259 | $457K | 0.5% | -5.0% | 0.013% | |
1/8/2025 | Worth Asset Management LLC | 61,591 | $1.54M | 0.8% | -13.5% | 0.044% | |
12/26/2024 | JPMorgan Chase & Co. | 885,680 | $22.26M | 0.0% | +393.3% | 0.632% | |
11/27/2024 | Franklin Resources Inc. | 262,379 | $6.65M | 0.0% | +1.7% | 0.187% | |
11/25/2024 | Synovus Financial Corp | 207,388 | $5.21M | 0.1% | +93.1% | 0.148% | |
11/25/2024 | World Investment Advisors LLC | 83,792 | $2.11M | 0.1% | -7.0% | 0.060% | |
11/25/2024 | Sanctuary Advisors LLC | 9,822 | $254K | 0.0% | -8.6% | 0.007% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 100,068 | $2.52M | 0.2% | -0.5% | 0.071% | |
11/15/2024 | MML Investors Services LLC | 84,628 | $2.13M | 0.0% | +23.0% | 0.060% | |
11/15/2024 | Orion Portfolio Solutions LLC | 9,245 | $232K | 0.0% | N/A | 0.007% | |
11/15/2024 | Stifel Financial Corp | 95,730 | $2.41M | 0.0% | -1.3% | 0.068% | |
11/15/2024 | Quadrature Capital Ltd | 1,421,303 | $35.70M | 0.8% | N/A | 1.014% | |
11/15/2024 | Resurgent Financial Advisors LLC | 32,150 | $808K | 0.5% | -2.4% | 0.023% | |
11/15/2024 | IHT Wealth Management LLC | 49,825 | $1.25M | 0.0% | +2.3% | 0.036% | |
11/15/2024 | HighTower Advisors LLC | 2,009,223 | $50.49M | 0.1% | -4.2% | 1.433% | |
11/15/2024 | Hilltop Holdings Inc. | 42,575 | $1.07M | 0.1% | +7.4% | 0.030% | |
|
11/14/2024 | Encompass More Asset Management | 204,220 | $5.13M | 2.0% | N/A | 0.146% | |
11/14/2024 | Arete Wealth Advisors LLC | 16,658 | $418K | 0.0% | +9.1% | 0.012% | |
11/14/2024 | Channing Global Advisors LLC | 99,470 | $2.50M | 2.1% | +8.7% | 0.071% | |
11/14/2024 | Captrust Financial Advisors | 154,771 | $3.89M | 0.0% | -2.8% | 0.110% | |
11/14/2024 | Rockefeller Capital Management L.P. | 63,012 | $1.58M | 0.0% | -1.3% | 0.045% | |
11/13/2024 | Glenmede Trust Co. NA | 12,000 | $302K | 0.0% | -12.7% | 0.009% | |
11/13/2024 | Freedom Investment Management Inc. | 441,197 | $11.09M | 0.9% | -6.4% | 0.315% | |
11/13/2024 | FMR LLC | 4,250 | $107K | 0.0% | +18.1% | 0.003% | |
11/13/2024 | D.A. Davidson & CO. | 20,219 | $508K | 0.0% | +40.2% | 0.014% | |
11/13/2024 | Bank of Montreal Can | 817,597 | $20.71M | 0.0% | N/A | 0.583% | |
11/13/2024 | Acorn Wealth Advisors LLC | 21,387 | $537K | 0.2% | +8.4% | 0.015% | |
11/13/2024 | Brown Brothers Harriman & Co. | 16,468 | $414K | 0.0% | N/A | 0.012% | |
11/13/2024 | Pacific Financial Group Inc. | 57,214 | $1.44M | 1.1% | -7.8% | 0.041% | |
11/12/2024 | Larson Financial Group LLC | 29,484 | $741K | 0.0% | -76.8% | 0.021% | |
11/12/2024 | Nwam LLC | 17,023 | $428K | 0.0% | N/A | 0.012% | |
11/12/2024 | Allen Capital Group LLC | 616,980 | $15.51M | 1.9% | -1.4% | 0.440% | |
11/8/2024 | Darwin Wealth Management LLC | 8,493 | $213K | 0.1% | N/A | 0.006% | |
11/7/2024 | Amara Financial LLC. | 45,541 | $1.14M | 1.1% | N/A | 0.032% | |
11/7/2024 | ETF Store Inc. | 24,552 | $617K | 0.6% | -7.9% | 0.018% | |
11/7/2024 | Thrivent Financial for Lutherans | 20,110 | $506K | 0.0% | +123.9% | 0.014% | |
11/6/2024 | KCM Investment Advisors LLC | 8,850 | $222K | 0.0% | N/A | 0.006% | |
11/6/2024 | Empowered Funds LLC | 633,273 | $15.91M | 0.3% | +213.9% | 0.452% | |
11/6/2024 | OneDigital Investment Advisors LLC | 62,343 | $1.57M | 0.0% | -2.9% | 0.044% | |
11/6/2024 | Lifeworks Advisors LLC | 134,756 | $3.39M | 0.7% | N/A | 0.096% | |
11/6/2024 | Metis Global Partners LLC | 4,657,799 | $117.05M | 3.6% | +34.6% | 3.322% | |
11/6/2024 | BCM Advisors LLC | 227,038 | $5.93M | 1.4% | -2.7% | 0.162% | |
11/5/2024 | Savvy Advisors Inc. | 57,593 | $1.45M | 0.3% | +11.3% | 0.041% | |
11/5/2024 | WealthPlan Investment Management LLC | 23,776 | $597K | 0.1% | +19.0% | 0.017% | |
11/5/2024 | Waverton Investment Management Ltd | 641,550 | $16.12M | 0.3% | -3.0% | 0.458% | |
11/5/2024 | Harbour Investments Inc. | 117,356 | $2.95M | 0.1% | +9.6% | 0.084% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 14,000 | $352K | 0.3% | N/A | 0.010% | |
11/4/2024 | Sigma Planning Corp | 21,996 | $553K | 0.0% | +3.1% | 0.016% | |
11/1/2024 | Sheets Smith Wealth Management | 65,342 | $1.64M | 0.2% | -1.1% | 0.047% | |
11/1/2024 | Atria Investments Inc | 46,936 | $1.18M | 0.0% | -23.4% | 0.033% | |
11/1/2024 | SpiderRock Advisors LLC | 52,135 | $1.31M | 0.0% | -14.4% | 0.037% | |
10/31/2024 | Advisors Management Group Inc. ADV | 487,481 | $12.25M | 2.9% | -0.4% | 0.348% | |
10/31/2024 | Concurrent Investment Advisors LLC | 11,982 | $301K | 0.0% | -21.0% | 0.009% | |
10/30/2024 | Madden Advisory Services Inc. | 22,203 | $558K | 0.3% | -1.7% | 0.016% | |
10/30/2024 | Capital Wealth Alliance LLC | 11,167 | $281K | 0.2% | -22.4% | 0.008% | |
10/29/2024 | Farther Finance Advisors LLC | 462,116 | $11.61M | 0.4% | +0.4% | 0.330% | |
10/28/2024 | Focus Financial Network Inc. | 297,297 | $7.47M | 0.3% | +0.6% | 0.212% | |
10/25/2024 | Financial Advocates Investment Management | 46,525 | $1.17M | 0.1% | -1.5% | 0.033% | |
10/25/2024 | Mutual Advisors LLC | 61,835 | $1.62M | 0.0% | +10.2% | 0.044% | |
10/25/2024 | Valmark Advisers Inc. | 9,260 | $233K | 0.0% | N/A | 0.007% | |
10/25/2024 | MONECO Advisors LLC | 151,481 | $3.81M | 0.5% | +37.8% | 0.108% | |
10/25/2024 | China Universal Asset Management Co. Ltd. | 1,000 | $25K | 0.0% | -99.0% | 0.001% | |
10/24/2024 | Anson Capital Inc. | 56,363 | $1.42M | 1.3% | -5.0% | 0.040% | |
10/24/2024 | GHP Investment Advisors Inc. | 3,420 | $86K | 0.0% | -24.1% | 0.002% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 142,479 | $3.58M | 0.0% | -12.1% | 0.102% | |
10/24/2024 | PFG Investments LLC | 30,051 | $755K | 0.0% | -8.2% | 0.021% | |
|
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 227,600 | $5.77M | 0.0% | +18.8% | 0.162% | |
10/23/2024 | Allworth Financial LP | 7,418 | $186K | 0.0% | +33.3% | 0.005% | |
10/23/2024 | Mayfair Advisory Group LLC | 27,200 | $689K | 0.4% | -27.5% | 0.019% | |
10/23/2024 | Capital Management Associates Inc | 332,638 | $8.36M | 3.4% | +2.2% | 0.237% | |
10/23/2024 | Legacy Wealth Asset Management LLC | 48,575 | $1.22M | 0.3% | -5.1% | 0.035% | |
10/23/2024 | Hudock Inc. | 8,588 | $216K | 0.0% | N/A | 0.006% | |
10/23/2024 | Global Assets Advisory LLC | 45,788 | $1.16M | 0.6% | N/A | 0.033% | |
10/22/2024 | International Assets Investment Management LLC | 28,849 | $725K | 0.0% | N/A | 0.021% | |
10/22/2024 | Eagle Bay Advisors LLC | 4,200 | $106K | 0.0% | -12.5% | 0.003% | |
10/22/2024 | Elevated Capital Advisors LLC | 47,114 | $1.18M | 0.3% | -69.0% | 0.034% | |