4/23/2025 | Western Wealth Management LLC | 1,003 | $326K | 0.0% | +6.1% | 0.006% | |
4/23/2025 | Nvest Financial LLC | 2,004 | $652K | 0.3% | -52.8% | 0.012% | |
4/23/2025 | Sequoia Financial Advisors LLC | 923 | $301K | 0.0% | -3.5% | 0.006% | |
4/23/2025 | Spire Wealth Management | 66,800 | $21.74M | 0.7% | -0.7% | 0.406% | |
4/23/2025 | Daymark Wealth Partners LLC | 8,130 | $2.65M | 0.1% | -11.5% | 0.049% | |
4/23/2025 | Horizon Bancorp Inc. IN | 329 | $107K | 0.1% | -30.3% | 0.002% | |
4/23/2025 | International Assets Investment Management LLC | 2,129 | $693K | 0.0% | N/A | 0.013% | |
4/23/2025 | Chevy Chase Trust Holdings LLC | 2,936 | $956K | 0.0% | -1.8% | 0.018% | |
4/23/2025 | Consolidated Portfolio Review Corp | 2,224 | $724K | 0.1% | -11.8% | 0.014% | |
4/23/2025 | Oppenheimer & Co. Inc. | 5,682 | $1.85M | 0.0% | +1.7% | 0.035% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 34,704 | $11.30M | 0.0% | +2.0% | 0.211% | |
4/22/2025 | First PREMIER Bank | 719 | $234K | 0.1% | -4.5% | 0.004% | |
4/22/2025 | Bonfire Financial | 15,478 | $5.04M | 4.6% | +7.2% | 0.094% | |
4/22/2025 | Advisor Resource Council | 2,840 | $924K | 0.1% | N/A | 0.017% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 10,871 | $3.54M | 0.0% | -46.8% | 0.066% | |
4/21/2025 | Institute for Wealth Management LLC. | 3,661 | $1.19M | 0.2% | -1.8% | 0.022% | |
4/21/2025 | Johnson Investment Counsel Inc. | 5,720 | $1.86M | 0.0% | +2.6% | 0.035% | |
4/21/2025 | Beacon Capital Management LLC | 1,221 | $397K | 0.1% | -7.1% | 0.007% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 1,266 | $412K | 0.0% | -2.9% | 0.008% | |
4/18/2025 | Financial Perspectives Inc | 1,935 | $630K | 0.2% | +5.7% | 0.011% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 481 | $157K | 0.1% | -7.0% | 0.003% | |
4/17/2025 | Strategic Advisors LLC | 1,633 | $532K | 0.1% | -4.9% | 0.009% | |
4/17/2025 | Blackston Financial Advisory Group LLC | 1,870 | $609K | 0.3% | -1.9% | 0.011% | |
4/17/2025 | Grimes & Company Inc. | 28,452 | $9.26M | 0.3% | -31.4% | 0.165% | |
4/17/2025 | QRG Capital Management Inc. | 761 | $248K | 0.0% | -12.2% | 0.004% | |
4/17/2025 | Janney Montgomery Scott LLC | 69,159 | $22.51M | 0.1% | +8.1% | 0.402% | |
4/17/2025 | Mission Wealth Management LP | 1,695 | $552K | 0.0% | +3.2% | 0.010% | |
4/17/2025 | Acropolis Investment Management LLC | 330 | $107K | 0.0% | -23.3% | 0.002% | |
4/17/2025 | Exchange Traded Concepts LLC | 7,635 | $2.49M | 0.0% | -52.6% | 0.044% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,923 | $2.58M | 0.0% | +109.8% | 0.046% | |
4/16/2025 | Praetorian Wealth Management Inc. | 16,000 | $5.21M | 1.3% | -7.8% | 0.093% | |
4/16/2025 | Founders Grove Wealth Partners LLC | 20,995 | $6.83M | 1.9% | +4.5% | 0.122% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 4,694 | $1.53M | 0.0% | +6.1% | 0.027% | |
4/15/2025 | Fifth Third Bancorp | 3,838 | $1.25M | 0.0% | +2.2% | 0.022% | |
4/15/2025 | CX Institutional | 1,473 | $479K | 0.0% | -3.7% | 0.009% | |
4/15/2025 | Trust Co. of Oklahoma | 33,402 | $10.87M | 3.7% | +0.2% | 0.194% | |
4/14/2025 | Farther Finance Advisors LLC | 2,500 | $823K | 0.0% | +137.2% | 0.015% | |
4/14/2025 | Daymark Wealth Partners LLC | 8,130 | $2.65M | 0.1% | -11.5% | 0.047% | |
4/14/2025 | Park Avenue Securities LLC | 684 | $223K | 0.0% | -75.4% | 0.004% | |
4/14/2025 | LexAurum Advisors LLC | 1,617 | $526K | 0.1% | -2.3% | 0.009% | |
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4/11/2025 | AMI Investment Management Inc. | 8,526 | $2.78M | 0.9% | +1.5% | 0.050% | |
4/10/2025 | Triangle Securities Wealth Management | 12,810 | $4.17M | 1.1% | -3.2% | 0.074% | |
4/10/2025 | First Financial Corp IN | 8,591 | $2.80M | 1.4% | +12.2% | 0.050% | |
4/9/2025 | Kwmg LLC | 13,179 | $4.29M | 0.4% | +1.0% | 0.077% | |
4/9/2025 | Capital Asset Advisory Services LLC | 12,354 | $4.15M | 0.2% | -11.0% | 0.072% | |
4/9/2025 | Merit Financial Group LLC | 13,950 | $4.54M | 0.1% | +80.0% | 0.081% | |
4/8/2025 | IVC Wealth Advisors LLC | 860 | $280K | 0.2% | +41.0% | 0.005% | |
4/8/2025 | Global Financial Private Client LLC | 3,801 | $1.24M | 0.5% | -29.5% | 0.022% | |
4/8/2025 | Parallel Advisors LLC | 3,313 | $1.08M | 0.0% | -8.0% | 0.019% | |
4/7/2025 | AdvisorNet Financial Inc | 5,482 | $1.79M | 0.1% | +1,081.5% | 0.032% | |
4/4/2025 | Agate Pass Investment Management LLC | 1,622 | $528K | 0.2% | -3.5% | 0.009% | |
4/2/2025 | Park National Corp OH | 17,086 | $5.56M | 0.2% | +1.5% | 0.099% | |
4/1/2025 | Hobart Private Capital LLC | 31,833 | $10.36M | 2.6% | -0.4% | 0.185% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 28,960 | $9.43M | 0.3% | +4.6% | 0.168% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 3,776 | $1.42M | 0.0% | +1.7% | 0.022% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 4,424 | $1.66M | 0.0% | -2.8% | 0.026% | |
2/28/2025 | Park Square Financial Group LLC | 224 | $84K | 0.1% | N/A | 0.001% | |
2/25/2025 | Armis Advisers LLC | 2,705 | $1.02M | 0.1% | N/A | 0.016% | |
2/21/2025 | WNY Asset Management LLC | 2,225 | $835K | 0.1% | -2.8% | 0.013% | |
2/21/2025 | Vermillion Wealth Management Inc. | 198 | $74K | 0.0% | N/A | 0.001% | |
2/18/2025 | Orion Capital Management LLC | 600 | $225K | 0.1% | -6.3% | 0.003% | |
2/18/2025 | Novem Group | 937 | $352K | 0.1% | N/A | 0.005% | |
2/18/2025 | Kinloch Capital LLC | 11,433 | $4.29M | 2.2% | -14.6% | 0.064% | |
2/17/2025 | Vista Investment Management | 2,697 | $1.01M | 0.4% | -2.1% | 0.015% | |
2/17/2025 | Waverly Advisors LLC | 2,746 | $1.03M | 0.0% | -2.0% | 0.015% | |
2/17/2025 | Williams Jones Wealth Management LLC. | 3,409 | $1.28M | 0.0% | +114.9% | 0.019% | |
2/17/2025 | Windsor Advisory Group LLC | 215 | $81K | 0.1% | N/A | 0.001% | |
2/17/2025 | Visionary Wealth Advisors | 955 | $358K | 0.0% | -90.3% | 0.005% | |
2/17/2025 | Royal Bank of Canada | 65,984 | $24.77M | 0.0% | +18.3% | 0.371% | |
2/17/2025 | Redwood Financial Network Corp | 1,483 | $557K | 0.4% | -15.5% | 0.008% | |
2/17/2025 | Quantinno Capital Management LP | 2,961 | $1.11M | 0.0% | +60.7% | 0.017% | |
2/17/2025 | Minot DeBlois Advisors LLC | 138 | $52K | 0.0% | N/A | 0.001% | |
2/17/2025 | Focus Partners Wealth | 3,377 | $1.28M | 0.0% | +22.5% | 0.019% | |
2/17/2025 | Full Sail Capital LLC | 54,201 | $20.35M | 1.3% | -3.0% | 0.305% | |
2/17/2025 | FWL Investment Management LLC | 417 | $157K | 0.1% | +751.0% | 0.002% | |
2/17/2025 | Clark Capital Management Group Inc. | 8,292 | $3.11M | 0.0% | -33.4% | 0.047% | |
2/17/2025 | EP Wealth Advisors LLC | 4,129 | $1.55M | 0.0% | +4.5% | 0.023% | |
2/17/2025 | CoreCap Advisors LLC | 1,513 | $568K | 0.0% | -2.4% | 0.009% | |
2/17/2025 | Cresset Asset Management LLC | 5,373 | $2.02M | 0.0% | -39.5% | 0.030% | |
2/17/2025 | Cetera Investment Advisers | 83,731 | $31.43M | 0.1% | +0.7% | 0.471% | |
2/17/2025 | BOKF NA | 7,550 | $2.80M | 0.0% | -15.7% | 0.042% | |
2/17/2025 | Cahill Financial Advisors Inc. | 685 | $257K | 0.0% | N/A | 0.004% | |
2/17/2025 | Captrust Financial Advisors | 42,230 | $15.85M | 0.0% | +2.3% | 0.238% | |
2/17/2025 | Cary Street Partners Financial LLC | 559 | $210K | 0.0% | N/A | 0.003% | |
2/17/2025 | Baird Financial Group Inc. | 1,321 | $496K | 0.0% | -6.2% | 0.007% | |
2/17/2025 | Baker Avenue Asset Management LP | 4,431 | $1.66M | 0.1% | +1.4% | 0.025% | |
2/17/2025 | Bank of America Corp DE | 1,386,110 | $520.32M | 0.0% | -0.1% | 7.800% | |
2/17/2025 | Bearing Point Capital LLC | 5,425 | $2.04M | 0.4% | N/A | 0.031% | |
2/17/2025 | Ameriprise Financial Inc. | 149,814 | $56.18M | 0.0% | +33.2% | 0.843% | |
2/17/2025 | Aptus Capital Advisors LLC | 326 | $122K | 0.0% | +44.9% | 0.002% | |
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2/14/2025 | Jane Street Group LLC | 2,399 | $901K | 0.0% | -59.1% | 0.014% | |
2/14/2025 | Rehmann Capital Advisory Group | 1,439 | $540K | 0.0% | +108.2% | 0.008% | |
2/14/2025 | Comerica Bank | 7,468 | $2.80M | 0.0% | +3.0% | 0.042% | |
2/14/2025 | Lido Advisors LLC | 41,879 | $15.72M | 0.1% | +5.1% | 0.236% | |
2/14/2025 | Northern Trust Corp | 8,610 | $3.23M | 0.0% | +29.9% | 0.048% | |
2/14/2025 | Beacon Pointe Advisors LLC | 545 | $205K | 0.0% | N/A | 0.003% | |
2/14/2025 | Prosperity Consulting Group LLC | 564 | $212K | 0.0% | N/A | 0.003% | |
2/14/2025 | Two Sigma Securities LLC | 1,068 | $401K | 0.1% | N/A | 0.006% | |
2/14/2025 | Integrated Wealth Concepts LLC | 5,170 | $1.94M | 0.0% | +0.8% | 0.029% | |
2/14/2025 | Syon Capital LLC | 6,907 | $2.59M | 0.2% | N/A | 0.039% | |