1/21/2025 | Archford Capital Strategies LLC | 18,340 | $491K | 0.1% | +49.8% | 0.017% | |
1/21/2025 | Juncture Wealth Strategies LLC | 151,971 | $4.07M | 1.5% | +2.4% | 0.143% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 380,099 | $10.18M | 0.7% | +1.4% | 0.357% | |
1/21/2025 | Geneos Wealth Management Inc. | 45,864 | $1.23M | 0.0% | +13.8% | 0.043% | |
1/21/2025 | PCG Wealth Advisors LLC | 67,203 | $1.80M | 0.7% | +10.2% | 0.063% | |
1/21/2025 | Black Point Wealth Management | 26,639 | $713K | 0.8% | -2.5% | 0.025% | |
1/17/2025 | Apeiron RIA LLC | 19,625 | $526K | 0.1% | +53.9% | 0.018% | |
1/17/2025 | Janney Montgomery Scott LLC | 82,804 | $2.22M | 0.0% | +46.4% | 0.078% | |
1/17/2025 | Lake Hills Wealth Management LLC | 61,337 | $1.64M | 1.1% | +51.1% | 0.058% | |
1/17/2025 | SG Americas Securities LLC | 71,742 | $1.92M | 0.0% | +86.6% | 0.067% | |
|
1/17/2025 | AFG Fiduciary Services Limited Partnership | 13,449 | $372K | 0.1% | +5.3% | 0.013% | |
1/17/2025 | Alpha Cubed Investments LLC | 46,918 | $1.26M | 0.1% | N/A | 0.044% | |
1/16/2025 | Ulland Investment Advisors LLC | 5,125 | $137K | 0.1% | N/A | 0.005% | |
1/16/2025 | Harbor Investment Advisory LLC | 1,550 | $42K | 0.0% | +106.7% | 0.001% | |
1/16/2025 | Lionsbridge Wealth Management LLC | 12,530 | $336K | 0.3% | N/A | 0.012% | |
1/16/2025 | SFG Wealth Management LLC. | 42,771 | $1.15M | 0.6% | -1.4% | 0.040% | |
1/15/2025 | Krilogy Financial LLC | 13,266 | $355K | 0.0% | N/A | 0.012% | |
1/15/2025 | Arkadios Wealth Advisors | 17,525 | $469K | 0.0% | -4.6% | 0.016% | |
1/15/2025 | Merit Financial Group LLC | 49,084 | $1.31M | 0.0% | +20.5% | 0.046% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 11,309 | $303K | 0.0% | -29.6% | 0.011% | |
1/14/2025 | HCR Wealth Advisors | 10,585 | $283K | 0.0% | N/A | 0.010% | |
1/14/2025 | Laurel Wealth Advisors LLC | 1,000 | $27K | 0.0% | N/A | 0.001% | |
1/14/2025 | Park Avenue Securities LLC | 7,977 | $214K | 0.0% | +10.5% | 0.007% | |
1/14/2025 | KWB Wealth | 11,090 | $317K | 0.0% | -23.1% | 0.010% | |
1/13/2025 | Cooper Financial Group | 17,981 | $482K | 0.1% | -9.2% | 0.017% | |
1/13/2025 | Brookstone Capital Management | 13,491 | $361K | 0.0% | -8.8% | 0.013% | |
1/10/2025 | HBW Advisory Services LLC | 17,669 | $473K | 0.1% | -2.5% | 0.017% | |
1/10/2025 | Heartwood Wealth Advisors LLC | 586,722 | $15.71M | 1.8% | +1.0% | 0.551% | |
1/6/2025 | Fortem Financial Group LLC | 353,831 | $9.48M | 3.7% | +0.7% | 0.332% | |
1/2/2025 | Confluence Investment Management LLC | 470,405 | $12.60M | 0.2% | +4.5% | 0.441% | |
12/26/2024 | JPMorgan Chase & Co. | 13,385,864 | $382.97M | 0.0% | +50.9% | 12.563% | |
12/16/2024 | SMART Wealth LLC | 27,059 | $774K | 0.3% | -14.9% | 0.025% | |
11/25/2024 | Tidal Investments LLC | 7,483 | $214K | 0.0% | N/A | 0.007% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 21,172 | $606K | 0.0% | N/A | 0.020% | |
11/25/2024 | Sanctuary Advisors LLC | 80,391 | $2.30M | 0.0% | +231.4% | 0.075% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 47,999 | $1.37M | 0.1% | +20.2% | 0.045% | |
11/18/2024 | Fortem Financial Group LLC | 351,300 | $10.05M | 4.1% | +46.1% | 0.330% | |
11/15/2024 | Barclays PLC | 97,590 | $2.79M | 0.0% | -45.2% | 0.092% | |
11/15/2024 | MML Investors Services LLC | 38,396 | $1.10M | 0.0% | -27.7% | 0.036% | |
11/15/2024 | National Bank of Canada FI | 641,797 | $18.36M | 0.0% | +1.9% | 0.602% | |
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11/15/2024 | Stevens Capital Management LP | 13,700 | $392K | 0.1% | N/A | 0.013% | |
11/15/2024 | Stifel Financial Corp | 1,343,477 | $38.44M | 0.0% | +8.3% | 1.261% | |
11/15/2024 | Swmg LLC | 14,488 | $437K | 0.2% | -19.9% | 0.014% | |
11/15/2024 | IHT Wealth Management LLC | 39,465 | $1.13M | 0.0% | -74.7% | 0.037% | |
11/15/2024 | Integrated Wealth Concepts LLC | 10,150 | $290K | 0.0% | N/A | 0.010% | |
11/15/2024 | Itau Unibanco Holding S.A. | 39,994 | $1.14M | 0.0% | -95.0% | 0.038% | |
11/15/2024 | HighTower Advisors LLC | 92,842 | $2.66M | 0.0% | -31.5% | 0.087% | |
11/15/2024 | Clear Street Derivatives LLC | 219,600 | $6.28M | 0.1% | N/A | 0.206% | |
11/15/2024 | Concentric Capital Strategies LP | 210,043 | $6.01M | 0.2% | -12.7% | 0.197% | |
11/15/2024 | Benjamin Edwards Inc. | 968,228 | $27.70M | 0.4% | +2,106.1% | 0.909% | |
11/14/2024 | Hhlr Advisors LTD. | 100,000 | $2.86M | 0.1% | -16.7% | 0.094% | |
11/14/2024 | Rockefeller Capital Management L.P. | 40,971 | $1.17M | 0.0% | -34.4% | 0.038% | |
11/14/2024 | CreativeOne Wealth LLC | 13,919 | $398K | 0.0% | N/A | 0.013% | |
11/13/2024 | Bridgewater Associates LP | 1,249,576 | $35.75M | 0.2% | -12.4% | 1.173% | |
11/13/2024 | Townsquare Capital LLC | 16,383 | $469K | 0.0% | -91.5% | 0.015% | |
11/13/2024 | BNP Paribas Financial Markets | 927,922 | $26.55M | 0.0% | +742.7% | 0.871% | |
11/13/2024 | FMR LLC | 2,544 | $73K | 0.0% | -25.1% | 0.002% | |
11/13/2024 | D.A. Davidson & CO. | 56,344 | $1.61M | 0.0% | N/A | 0.053% | |
11/13/2024 | Bank of Montreal Can | 172,920 | $5.03M | 0.0% | +17.3% | 0.162% | |
11/12/2024 | Kingsview Wealth Management LLC | 26,431 | $756K | 0.0% | N/A | 0.025% | |
11/12/2024 | Great Valley Advisor Group Inc. | 24,383 | $697K | 0.0% | +4.2% | 0.023% | |
11/12/2024 | GenTrust LLC | 641,158 | $18.34M | 0.9% | +13.7% | 0.602% | |
11/9/2024 | Cypress Capital Group | 36,510 | $1.05M | 0.1% | N/A | 0.034% | |
11/8/2024 | Moors & Cabot Inc. | 7,850 | $225K | 0.0% | +6.8% | 0.007% | |
11/8/2024 | Prospera Private Wealth LLC | 199,345 | $5.70M | 1.1% | -0.9% | 0.187% | |
11/8/2024 | PNC Financial Services Group Inc. | 33,213 | $950K | 0.0% | +1.6% | 0.031% | |
11/7/2024 | Tidemark LLC | 4,181 | $120K | 0.0% | +74.8% | 0.004% | |
11/7/2024 | Thrivent Financial for Lutherans | 12,140 | $347K | 0.0% | N/A | 0.011% | |
11/6/2024 | WESPAC Advisors SoCal LLC | 30,185 | $864K | 0.2% | -35.8% | 0.028% | |
11/6/2024 | Mizuho Markets Americas LLC | 50,784 | $1.45M | 0.0% | +105.2% | 0.048% | |
11/6/2024 | Koa Wealth Management LLC | 69,468 | $1.99M | 1.5% | +509.1% | 0.065% | |
11/6/2024 | Oppenheimer & Co. Inc. | 35,232 | $1.01M | 0.0% | -60.5% | 0.033% | |
11/5/2024 | OVERSEA CHINESE BANKING Corp Ltd | 26,563 | $760K | 0.0% | +40.8% | 0.025% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 19,388 | $555K | 0.0% | -17.1% | 0.018% | |
11/2/2024 | Avid Wealth Partners LLC | 299,069 | $8.56M | 6.1% | +24.9% | 0.281% | |
11/1/2024 | Atria Investments Inc | 17,125 | $490K | 0.0% | -21.2% | 0.016% | |
11/1/2024 | Klingman & Associates LLC | 8,605 | $246K | 0.0% | N/A | 0.008% | |
11/1/2024 | Capital Performance Advisors LLP | 2,328 | $67K | 0.0% | N/A | 0.002% | |
11/1/2024 | Lewis Asset Management LLC | 10,621 | $304K | 0.2% | +8.2% | 0.010% | |
10/31/2024 | Confluence Investment Management LLC | 449,959 | $12.87M | 0.2% | +7.4% | 0.422% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 19,928 | $570K | 0.1% | +12.6% | 0.019% | |
10/31/2024 | Smart Portfolios LLC | 54,494 | $1.56M | 1.6% | N/A | 0.051% | |
10/31/2024 | Spinnaker Trust | 345,174 | $9.88M | 0.6% | -0.9% | 0.324% | |
10/29/2024 | Centennial Bank AR | 20,300 | $581K | 0.3% | N/A | 0.019% | |
10/29/2024 | Janney Montgomery Scott LLC | 56,578 | $1.62M | 0.0% | +40.8% | 0.053% | |
10/29/2024 | Farther Finance Advisors LLC | 5,858 | $168K | 0.0% | -64.0% | 0.005% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 16,363 | $468K | 0.0% | +4.3% | 0.015% | |
10/28/2024 | Focus Financial Network Inc. | 18,942 | $542K | 0.0% | N/A | 0.018% | |
10/28/2024 | Stephens Inc. AR | 22,558 | $645K | 0.0% | +7.3% | 0.021% | |
10/25/2024 | Financial Advocates Investment Management | 24,188 | $701K | 0.0% | -57.8% | 0.023% | |
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10/25/2024 | Eagle Strategies LLC | 351,082 | $10.04M | 1.8% | +38.9% | 0.329% | |
10/25/2024 | Fidelis Capital Partners LLC | 25,844 | $816K | 0.1% | +47.0% | 0.024% | |
10/24/2024 | Riggs Asset Managment Co. Inc. | 102,478 | $2.93M | 0.8% | -73.5% | 0.096% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 228,809 | $6.55M | 0.0% | -4.1% | 0.215% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 23,180 | $675K | 0.0% | N/A | 0.022% | |
10/23/2024 | Pettinga Financial Advisors LLC | 18,156 | $519K | 0.1% | +13.5% | 0.017% | |
10/23/2024 | Lake Street Advisors Group LLC | 79,932 | $2.29M | 0.1% | +458.7% | 0.075% | |
10/23/2024 | Moody Lynn & Lieberson LLC | 82,893 | $2.37M | 0.1% | N/A | 0.078% | |
10/23/2024 | Fiduciary Planning LLC | 67,775 | $1.94M | 0.7% | +7.9% | 0.064% | |
10/23/2024 | Spectrum Asset Management Inc. NB CA | 65,675 | $1.88M | 0.8% | N/A | 0.062% | |