1/21/2025 | MKT Advisors LLC | 175,000 | $8.85M | 3.9% | +32.0% | 0.128% | |
1/21/2025 | Embree Financial Group | 5,521 | $279K | 0.0% | +4.1% | 0.004% | |
1/21/2025 | Anderson Hoagland & Co. | 65,960 | $3.34M | 0.3% | +65.8% | 0.048% | |
1/21/2025 | Cedar Mountain Advisors LLC | 562 | $28K | 0.0% | N/A | 0.000% | |
1/21/2025 | GSB Wealth Management LLC | 18,650 | $941K | 0.2% | -17.8% | 0.014% | |
1/21/2025 | Geneos Wealth Management Inc. | 21,252 | $1.07M | 0.0% | -38.4% | 0.016% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 68,660 | $3.47M | 0.1% | +2.5% | 0.050% | |
1/21/2025 | Vishria Bird Financial Group LLC | 144,030 | $7.27M | 2.5% | +0.3% | 0.105% | |
1/21/2025 | RFG Advisory LLC | 14,860 | $750K | 0.0% | -23.0% | 0.011% | |
1/21/2025 | MFA Wealth Services | 20,810 | $1.05M | 0.8% | N/A | 0.015% | |
|
1/21/2025 | Johnson Bixby & Associates LLC | 35,631 | $1.80M | 0.3% | N/A | 0.026% | |
1/21/2025 | Montecito Bank & Trust | 111,781 | $5.64M | 1.0% | +7.3% | 0.082% | |
1/17/2025 | Secure Asset Management LLC | 15,070 | $761K | 0.1% | -32.4% | 0.011% | |
1/17/2025 | Mutual Advisors LLC | 170,734 | $8.64M | 0.3% | +11.5% | 0.125% | |
1/17/2025 | Janney Montgomery Scott LLC | 62,413 | $3.15M | 0.0% | -16.2% | 0.046% | |
1/17/2025 | Magnus Financial Group LLC | 15,343 | $774K | 0.1% | -56.4% | 0.011% | |
1/17/2025 | Sheets Smith Wealth Management | 8,110 | $409K | 0.0% | -58.3% | 0.006% | |
1/16/2025 | Sugar Maple Asset Management LLC | 260,625 | $13.15M | 10.0% | -4.9% | 0.191% | |
1/16/2025 | Diversify Advisory Services LLC | 14,440 | $730K | 0.0% | -10.7% | 0.011% | |
1/16/2025 | Moulton Wealth Management Inc. | 285,872 | $14.43M | 11.1% | -25.8% | 0.209% | |
1/16/2025 | Client 1ST Advisory Group LLC | 6,167 | $311K | 0.1% | N/A | 0.005% | |
1/16/2025 | Murphy Middleton Hinkle & Parker Inc. | 4,896 | $247K | 0.1% | N/A | 0.004% | |
1/15/2025 | J2 Capital Management Inc | 339,028 | $17.11M | 16.1% | N/A | 0.248% | |
1/15/2025 | Ameritas Advisory Services LLC | 39,182 | $1.98M | 0.1% | +11.1% | 0.029% | |
1/15/2025 | BTS Asset Management Inc. | 9,423 | $475K | 0.5% | -3.7% | 0.007% | |
1/15/2025 | Arkadios Wealth Advisors | 37,222 | $1.88M | 0.1% | -9.7% | 0.027% | |
1/15/2025 | Merit Financial Group LLC | 13,728 | $693K | 0.0% | +2.9% | 0.010% | |
1/15/2025 | Grant GrossMendelsohn LLC | 331,643 | $16.74M | 8.7% | -23.3% | 0.243% | |
1/15/2025 | Legacy Wealth Asset Management LLC | 198,274 | $10.01M | 2.7% | +1.6% | 0.145% | |
1/14/2025 | Heritage Family Offices LLP | 12,779 | $645K | 0.3% | +5.6% | 0.009% | |
1/14/2025 | St. Louis Financial Planners Asset Management LLC | 266,036 | $13.43M | 9.7% | -0.7% | 0.195% | |
1/14/2025 | HCR Wealth Advisors | 39,610 | $2.00M | 0.3% | -2.3% | 0.029% | |
1/14/2025 | Laurel Wealth Advisors LLC | 457,140 | $23.07M | 3.6% | +2.6% | 0.335% | |
1/14/2025 | Park Avenue Securities LLC | 41,624 | $2.10M | 0.0% | -30.2% | 0.030% | |
1/14/2025 | Community Trust & Investment Co. | 9,169 | $463K | 0.0% | -23.4% | 0.007% | |
1/14/2025 | Sovereign Financial Group Inc. | 31,806 | $1.61M | 0.4% | +27.9% | 0.023% | |
1/14/2025 | Capstone Wealth Management Group LLC | 150,963 | $7.62M | 4.1% | -4.3% | 0.111% | |
1/14/2025 | Ignite Planners LLC | 48,589 | $2.45M | 0.5% | -9.8% | 0.036% | |
1/14/2025 | Cardinal Point Capital Management ULC | 164,759 | $8.32M | 1.3% | +146.1% | 0.121% | |
1/14/2025 | Professional Financial Advisors LLC | 52,520 | $2.65M | 0.7% | -12.0% | 0.038% | |
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1/13/2025 | Miracle Mile Advisors LLC | 37,452 | $1.89M | 0.0% | -16.0% | 0.027% | |
1/13/2025 | Friedenthal Financial | 1,406 | $71K | 0.0% | -49.1% | 0.001% | |
1/13/2025 | Vigilare Wealth Management | 16,881 | $852K | 0.3% | -7.3% | 0.012% | |
1/13/2025 | Elmwood Wealth Management Inc. | 159,604 | $8.06M | 3.3% | -2.2% | 0.117% | |
1/13/2025 | Accelerate Investment Advisors LLC | 12,662 | $639K | 0.6% | +23.9% | 0.009% | |
1/13/2025 | New Capital Management LP | 85,535 | $4.32M | 1.3% | +0.6% | 0.063% | |
1/13/2025 | Brookstone Capital Management | 965,202 | $48.71M | 0.7% | -2.2% | 0.707% | |
1/10/2025 | ORG Partners LLC | 58,793 | $2.97M | 0.4% | -3.1% | 0.043% | |
1/8/2025 | Weaver Consulting Group | 476,816 | $24.07M | 7.4% | +37.0% | 0.349% | |
1/6/2025 | Insight Wealth Strategies LLC | 6,562 | $331K | 0.0% | -90.8% | 0.005% | |
1/3/2025 | Central Pacific Bank Trust Division | 1,703 | $86K | 0.0% | -94.8% | 0.001% | |
12/26/2024 | JPMorgan Chase & Co. | 67,250 | $3.40M | 0.0% | -81.5% | 0.049% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 6,429 | $325K | 0.0% | -37.9% | 0.005% | |
11/25/2024 | Destination Wealth Management | 41,143 | $2.08M | 0.1% | +1.8% | 0.030% | |
11/25/2024 | World Investment Advisors LLC | 5,616 | $284K | 0.0% | -24.5% | 0.004% | |
11/25/2024 | Sanctuary Advisors LLC | 89,713 | $4.54M | 0.0% | -15.8% | 0.066% | |
11/21/2024 | SkyView Investment Advisors LLC | 63,755 | $3.23M | 0.5% | N/A | 0.047% | |
11/18/2024 | Coldstream Capital Management Inc. | 4,022 | $203K | 0.0% | N/A | 0.003% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 15,782 | $799K | 0.4% | +186.3% | 0.012% | |
11/15/2024 | Brophy Wealth Management LLC | 17,681 | $895K | 0.3% | N/A | 0.013% | |
11/15/2024 | MML Investors Services LLC | 548,652 | $27.76M | 0.1% | -5.5% | 0.402% | |
11/15/2024 | Main Management LLC | 68,383 | $3.46M | 0.3% | -9.5% | 0.050% | |
11/15/2024 | Orion Portfolio Solutions LLC | 215,038 | $10.88M | 0.2% | -23.4% | 0.157% | |
11/15/2024 | EP Wealth Advisors LLC | 3,768 | $191K | 0.0% | N/A | 0.003% | |
11/15/2024 | Jane Street Group LLC | 62,177 | $3.15M | 0.0% | -89.3% | 0.046% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 145,555 | $7.37M | 0.0% | -0.4% | 0.107% | |
11/15/2024 | WESCAP Management Group Inc. | 284,989 | $14.42M | 3.6% | +1.2% | 0.209% | |
11/15/2024 | Weaver Consulting Group | 347,928 | $17.61M | 5.6% | +45.0% | 0.255% | |
11/15/2024 | Stifel Financial Corp | 682,950 | $34.56M | 0.0% | +0.5% | 0.500% | |
11/15/2024 | IHT Wealth Management LLC | 13,073 | $661K | 0.0% | -15.4% | 0.010% | |
11/15/2024 | Integrated Wealth Concepts LLC | 20,974 | $1.06M | 0.0% | -14.6% | 0.015% | |
11/15/2024 | HighTower Advisors LLC | 271,865 | $13.76M | 0.0% | -47.1% | 0.199% | |
11/15/2024 | Ascent Group LLC | 341,911 | $17.30M | 1.3% | +475.5% | 0.250% | |
11/14/2024 | Kiely Wealth Advisory Group Inc. | 220,720 | $11.15M | 7.1% | -48.6% | 0.162% | |
11/14/2024 | Flow Traders U.S. LLC | 314,051 | $15.89M | 0.8% | +497.3% | 0.230% | |
11/14/2024 | Rockefeller Capital Management L.P. | 22,515 | $1.14M | 0.0% | -8.3% | 0.016% | |
11/14/2024 | CreativeOne Wealth LLC | 71,571 | $3.62M | 0.1% | -36.5% | 0.052% | |
11/14/2024 | Cravens & Co Advisors LLC | 62,752 | $3.18M | 2.5% | -29.7% | 0.046% | |
11/13/2024 | Townsquare Capital LLC | 11,971 | $606K | 0.0% | -12.1% | 0.009% | |
11/13/2024 | BNP Paribas Financial Markets | 74,580 | $3.77M | 0.0% | +190.9% | 0.055% | |
11/13/2024 | D.A. Davidson & CO. | 5,799 | $293K | 0.0% | +7.8% | 0.004% | |
11/13/2024 | Bank of Montreal Can | 179,649 | $9.09M | 0.0% | +21.2% | 0.132% | |
11/13/2024 | Private Trust Co. NA | 25,150 | $1.27M | 0.1% | -6.8% | 0.018% | |
11/13/2024 | Boston Family Office LLC | 28,003 | $1.42M | 0.1% | -11.3% | 0.021% | |
11/12/2024 | Cahill Financial Advisors Inc. | 61,224 | $3.10M | 0.4% | -17.5% | 0.045% | |
11/12/2024 | Centaurus Financial Inc. | 24,716 | $1.25M | 0.1% | +34.0% | 0.018% | |
11/12/2024 | WESPAC Advisors LLC | 84,310 | $4.27M | 3.2% | -5.6% | 0.062% | |
11/12/2024 | Cerity Partners LLC | 168,601 | $8.53M | 0.0% | +38.2% | 0.123% | |
11/12/2024 | Optivise Advisory Services LLC | 671,396 | $33.97M | 17.9% | N/A | 0.492% | |
11/12/2024 | Stonebrook Private Inc. | 4,137 | $209K | 0.1% | -82.8% | 0.003% | |
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11/12/2024 | Nwam LLC | 8,952 | $453K | 0.0% | N/A | 0.007% | |
11/12/2024 | Meridian Wealth Management LLC | 102,734 | $5.20M | 0.3% | -10.9% | 0.075% | |
11/12/2024 | Concorde Asset Management LLC | 4,210 | $213K | 0.1% | -30.3% | 0.003% | |
11/12/2024 | Darden Wealth Group Inc | 25,080 | $1.27M | 0.9% | +22.0% | 0.018% | |
11/9/2024 | LPL Financial LLC | 5,588,716 | $282.79M | 0.1% | -1.7% | 4.091% | |
11/8/2024 | Steele Capital Management Inc. | 35,494 | $1.80M | 0.1% | +26.6% | 0.026% | |
11/8/2024 | Portfolio Design Labs LLC | 516,000 | $26.11M | 7.3% | +377.0% | 0.378% | |
11/8/2024 | First Horizon Advisors Inc. | 6,146 | $311K | 0.0% | +67.2% | 0.004% | |
11/8/2024 | Kraft Davis & Associates LLC | 7,854 | $397K | 0.1% | +91.3% | 0.006% | |
11/8/2024 | Avior Wealth Management LLC | 6,857 | $347K | 0.0% | -14.0% | 0.005% | |