4/18/2025 | Shepherd Financial Partners LLC | 13,841 | $569K | 0.1% | -6.0% | 0.007% | |
4/18/2025 | CENTRAL TRUST Co | 67,398 | $2.77M | 0.1% | -1.7% | 0.035% | |
4/18/2025 | Rakuten Securities Inc. | 1,433 | $59K | 0.0% | +182.6% | 0.001% | |
4/18/2025 | Insigneo Advisory Services LLC | 48,821 | $2.01M | 0.2% | +29.1% | 0.026% | |
4/17/2025 | Janney Montgomery Scott LLC | 184,026 | $7.57M | 0.0% | -25.9% | 0.096% | |
4/17/2025 | Exchange Traded Concepts LLC | 19,956 | $821K | 0.0% | -16.2% | 0.010% | |
4/17/2025 | Lockerman Financial Group Inc. | 8,494 | $349K | 0.5% | N/A | 0.004% | |
4/17/2025 | Prentice Wealth Management LLC | 11,550 | $475K | 0.1% | -5.6% | 0.006% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 12,331 | $507K | 0.0% | N/A | 0.006% | |
4/16/2025 | Dover Advisors LLC | 17,120 | $704K | 0.3% | +17.3% | 0.009% | |
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4/16/2025 | Retirement Financial Solutions LLC | 9,272 | $381K | 0.2% | -14.4% | 0.005% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 179,814 | $7.40M | 0.0% | -9.9% | 0.094% | |
4/16/2025 | Goldstone Financial Group LLC | 248,228 | $10.21M | 1.5% | +5.8% | 0.130% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 10,282 | $423K | 0.0% | -6.6% | 0.005% | |
4/16/2025 | Marshall Financial Group LLC | 8,475 | $349K | 0.1% | +4.7% | 0.004% | |
4/16/2025 | BTS Asset Management Inc. | 15,010 | $617K | 0.7% | N/A | 0.008% | |
4/15/2025 | Sagace Wealth Management LLC | 202,961 | $8.35M | 6.3% | -1.0% | 0.106% | |
4/15/2025 | Paladin Advisory Group LLC | 4,207 | $173K | 0.1% | -89.9% | 0.002% | |
4/15/2025 | My Legacy Advisors LLC | 68,603 | $2.82M | 1.1% | +6.7% | 0.036% | |
4/15/2025 | Integrated Advisors Network LLC | 64,380 | $2.65M | 0.1% | -2.8% | 0.034% | |
4/15/2025 | Parsons Capital Management Inc. RI | 27,109 | $1.12M | 0.1% | -7.5% | 0.014% | |
4/15/2025 | Simplicity Wealth LLC | 101,050 | $4.16M | 0.3% | +131.3% | 0.053% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 11,934 | $491K | 0.0% | +83.1% | 0.006% | |
4/14/2025 | International Private Wealth Advisors LLC | 9,429 | $388K | 0.4% | +49.5% | 0.005% | |
4/14/2025 | Pallas Capital Advisors LLC | 13,583 | $559K | 0.0% | -17.3% | 0.007% | |
4/14/2025 | Farther Finance Advisors LLC | 8,785 | $359K | 0.0% | -5.2% | 0.005% | |
4/14/2025 | Great Waters Wealth Management | 38,294 | $1.58M | 0.2% | -1.4% | 0.020% | |
4/14/2025 | Destiny Wealth Partners LLC | 212,744 | $8.75M | 1.4% | +5.1% | 0.111% | |
4/14/2025 | Greystone Financial Group LLC | 135,561 | $5.58M | 1.0% | N/A | 0.071% | |
4/14/2025 | Outlook Wealth Advisors LLC | 6,031 | $248K | 0.1% | N/A | 0.003% | |
4/14/2025 | Capital Investment Advisors LLC | 44,132 | $1.82M | 0.0% | -3.2% | 0.023% | |
4/14/2025 | Park Avenue Securities LLC | 77,275 | $3.18M | 0.0% | +11.8% | 0.040% | |
4/14/2025 | KMG Fiduciary Partners LLC | 191,559 | $7.88M | 0.7% | +15.1% | 0.100% | |
4/14/2025 | City Center Advisors LLC | 23,844 | $981K | 1.1% | +11.4% | 0.012% | |
4/14/2025 | Moulton Wealth Management Inc. | 73,859 | $3.04M | 2.3% | N/A | 0.039% | |
4/14/2025 | Miracle Mile Advisors LLC | 9,489 | $390K | 0.0% | +28.8% | 0.005% | |
4/14/2025 | ARS Wealth Advisors Group LLC | 78,426 | $3.23M | 0.5% | -2.4% | 0.041% | |
4/11/2025 | LPF Advisors LLC | 6,252 | $257K | 0.2% | -19.8% | 0.003% | |
4/11/2025 | Melone Private Wealth LLC | 5,539 | $228K | 0.1% | -19.3% | 0.003% | |
4/11/2025 | Stablepoint Partners LLC | 251,348 | $10.34M | 1.9% | +3.0% | 0.132% | |
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4/11/2025 | Signal Advisors Wealth LLC | 20,008 | $823K | 0.1% | +21.0% | 0.010% | |
4/11/2025 | MRA Advisory Group | 221,538 | $9.11M | 4.9% | +6.2% | 0.116% | |
4/10/2025 | Matrix Trust Co | 18,200 | $749K | 0.1% | +40.5% | 0.010% | |
4/10/2025 | Secure Asset Management LLC | 315,381 | $12.97M | 2.6% | +35.5% | 0.165% | |
4/10/2025 | Iams Wealth Management LLC | 5,009 | $206K | 0.1% | N/A | 0.003% | |
4/10/2025 | Accel Wealth Management | 9,294 | $382K | 0.1% | -5.0% | 0.005% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 199,821 | $8.22M | 0.4% | +6.6% | 0.105% | |
4/10/2025 | Romano Brothers AND Company | 68,865 | $2.83M | 0.4% | -8.2% | 0.036% | |
4/10/2025 | CGN Advisors LLC | 11,367 | $468K | 0.0% | +58.2% | 0.006% | |
4/9/2025 | Planned Solutions Inc. | 8,813 | $362K | 0.1% | +5.3% | 0.005% | |
4/9/2025 | RFG Advisory LLC | 20,595 | $847K | 0.0% | +44.6% | 0.011% | |
4/9/2025 | Merit Financial Group LLC | 390,674 | $16.07M | 0.2% | +1.0% | 0.205% | |
4/9/2025 | Flagstar Advisors Inc. | 27,546 | $1.13M | 0.3% | -4.4% | 0.014% | |
4/9/2025 | Gradient Investments LLC | 5,775 | $238K | 0.0% | N/A | 0.003% | |
4/9/2025 | Capital CS Group LLC | 7,268 | $299K | 0.5% | +7.8% | 0.004% | |
4/9/2025 | Fragasso Financial Advisors Inc | 227,881 | $9.37M | 0.7% | +6.4% | 0.119% | |
4/9/2025 | Mirador Capital Partners LP | 6,314 | $260K | 0.0% | -6.8% | 0.003% | |
4/8/2025 | Aletheian Wealth Advisors LLC | 9,623 | $396K | 0.2% | +26.1% | 0.005% | |
4/8/2025 | Dumont & Blake Investment Advisors LLC | 45,889 | $1.89M | 0.5% | +17.3% | 0.024% | |
4/8/2025 | Asset Allocation & Management Company LLC | 95,676 | $3.94M | 2.0% | -6.0% | 0.050% | |
4/8/2025 | Rooted Wealth Advisors Inc. | 9,816 | $392K | 0.2% | +8.5% | 0.005% | |
4/8/2025 | Advisory Alpha LLC | 751,595 | $30.91M | 1.9% | +9,056.9% | 0.394% | |
4/8/2025 | Global Financial Private Client LLC | 4,185 | $172K | 0.1% | +51.1% | 0.002% | |
4/7/2025 | Summit Global Investments | 136,585 | $5.62M | 0.4% | N/A | 0.072% | |
4/7/2025 | O Connor Financial Group LLC | 153,422 | $6.31M | 3.3% | +3.0% | 0.080% | |
4/7/2025 | AdvisorNet Financial Inc | 1,186 | $49K | 0.0% | +304.8% | 0.001% | |
4/7/2025 | FC Advisory LLC | 27,010 | $1.11M | 0.4% | -84.0% | 0.014% | |
3/24/2025 | Wellington Management Group LLP | 1,525,250 | $63.65M | 0.0% | +20.2% | 0.769% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 199,482 | $8.32M | 0.0% | +0.6% | 0.101% | |
3/12/2025 | Centaurus Financial Inc. | 5,669 | $237K | 0.0% | -94.3% | 0.002% | |
3/12/2025 | Palogic Value Management L.P. | 126,131 | $5.26M | 0.1% | +6.4% | 0.055% | |
2/27/2025 | Jefferies Financial Group Inc. | 161,583 | $6.74M | 0.0% | +14.2% | 0.071% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 20,986 | $876K | 0.0% | +2.4% | 0.015% | |
2/25/2025 | Integrated Advisors Network LLC | 66,255 | $2.77M | 0.1% | -4.9% | 0.048% | |
2/22/2025 | American Trust | 9,917 | $414K | 0.0% | N/A | 0.007% | |
2/18/2025 | Western Wealth Management LLC | 125,590 | $5.24M | 1.6% | +13.2% | 0.092% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 7,839 | $327K | 0.1% | +33.2% | 0.006% | |
2/18/2025 | City National Bank of Florida MSD | 45,141 | $1.88M | 1.7% | N/A | 0.033% | |
2/18/2025 | Cornerstone Advisory LLC | 14,476 | $604K | 0.1% | +167.5% | 0.011% | |
2/18/2025 | Continuum Advisory LLC | 992 | $41K | 0.0% | +55.0% | 0.001% | |
2/18/2025 | Glen Eagle Advisors LLC | 4,445 | $185K | 0.0% | +11.5% | 0.003% | |
2/17/2025 | US Financial Advisors LLC | 30,900 | $1.29M | 0.4% | +1.2% | 0.023% | |
2/17/2025 | Waverly Advisors LLC | 104,799 | $4.37M | 0.1% | +7.7% | 0.076% | |
2/17/2025 | Whitford Management LLC | 406,971 | $16.98M | 4.6% | +463.8% | 0.297% | |
2/17/2025 | Visionary Wealth Advisors | 18,671 | $779K | 0.0% | -54.2% | 0.014% | |
2/17/2025 | Royal Bank of Canada | 1,969,642 | $82.19M | 0.0% | +13.2% | 1.438% | |
2/17/2025 | Pathstone Holdings LLC | 357,197 | $14.91M | 0.1% | +42.0% | 0.261% | |
2/17/2025 | Nuveen Asset Management LLC | 358,634 | $14.97M | 0.0% | +49.4% | 0.262% | |
2/17/2025 | Millennium Management LLC | 72,785 | $3.04M | 0.0% | +65.8% | 0.053% | |
2/17/2025 | Little Harbor Advisors LLC | 173,388 | $7.24M | 4.3% | +5.6% | 0.127% | |
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2/17/2025 | Logan Stone Capital LLC | 391,968 | $16.36M | 5.5% | +62.7% | 0.286% | |
2/17/2025 | Jefferies Financial Group Inc. | 161,583 | $6.74M | 0.0% | +14.2% | 0.118% | |
2/17/2025 | Geller Advisors LLC | 6,063 | $253K | 0.0% | +9.2% | 0.004% | |
2/17/2025 | Focus Partners Wealth | 12,345 | $515K | 0.0% | -5.6% | 0.009% | |
2/17/2025 | Ensign Peak Advisors Inc | 2,802,000 | $116.93M | 0.2% | +21.2% | 2.045% | |
2/17/2025 | Clark Capital Management Group Inc. | 50,215 | $2.10M | 0.0% | +3.0% | 0.037% | |
2/17/2025 | Deutsche Bank AG | 1,186,821 | $49.53M | 0.0% | +103.5% | 0.866% | |
2/17/2025 | Dimension Capital Management LLC | 13,020 | $543K | 0.1% | N/A | 0.010% | |
2/17/2025 | Cetera Investment Advisers | 312,453 | $13.04M | 0.0% | +24.8% | 0.228% | |
2/17/2025 | Blackstone Inc. | 492,591 | $20.56M | 0.1% | +353.3% | 0.360% | |