3/24/2025 | Fulcrum Equity Management | 7,740 | $1.20M | 1.2% | N/A | 0.023% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,912 | $451K | 0.0% | +51.0% | 0.009% | |
3/12/2025 | Centaurus Financial Inc. | 5,285 | $819K | 0.1% | +15.7% | 0.016% | |
2/27/2025 | Jefferies Financial Group Inc. | 2,284 | $354K | 0.0% | +16.4% | 0.007% | |
2/24/2025 | Great Valley Advisor Group Inc. | 16,907 | $2.62M | 0.1% | -1.2% | 0.050% | |
2/21/2025 | Vermillion Wealth Management Inc. | 352 | $55K | 0.0% | N/A | 0.001% | |
2/19/2025 | Invst LLC | 51,855 | $8.04M | 1.0% | -12.7% | 0.170% | |
2/18/2025 | Retirement Planning Group LLC | 1,591 | $247K | 0.0% | N/A | 0.005% | |
2/18/2025 | Kinloch Capital LLC | 24,083 | $3.73M | 1.9% | -15.9% | 0.079% | |
2/17/2025 | Vista Investment Management | 26,334 | $4.08M | 1.5% | +1.2% | 0.086% | |
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2/17/2025 | Vivaldi Capital Management LP | 3,168 | $517K | 0.1% | +41.9% | 0.010% | |
2/17/2025 | Sentinus LLC | 5,052 | $783K | 0.2% | -2.9% | 0.017% | |
2/17/2025 | Snowden Capital Advisors LLC | 9,798 | $1.52M | 0.0% | -2.7% | 0.032% | |
2/17/2025 | Royal Bank of Canada | 142,952 | $22.15M | 0.0% | -7.8% | 0.469% | |
2/17/2025 | Redwood Financial Network Corp | 2,064 | $320K | 0.2% | -25.6% | 0.007% | |
2/17/2025 | Quantinno Capital Management LP | 12,093 | $1.87M | 0.0% | +0.8% | 0.040% | |
2/17/2025 | Nan Shan Life Insurance Co. Ltd. | 115,995 | $17.98M | 0.4% | N/A | 0.380% | |
2/17/2025 | Jefferies Financial Group Inc. | 2,284 | $354K | 0.0% | +16.4% | 0.007% | |
2/17/2025 | Greenline Partners LLC | 542 | $84K | 0.0% | N/A | 0.002% | |
2/17/2025 | Focus Partners Wealth | 10,243 | $1.59M | 0.0% | +6.6% | 0.034% | |
2/17/2025 | Full Sail Capital LLC | 123,152 | $19.08M | 1.2% | -3.7% | 0.404% | |
2/17/2025 | Fiduciary Trust Co | 19,244 | $2.98M | 0.0% | -1.0% | 0.063% | |
2/17/2025 | FWL Investment Management LLC | 319 | $49K | 0.0% | +132.8% | 0.001% | |
2/17/2025 | Clark Capital Management Group Inc. | 11,201 | $1.74M | 0.0% | N/A | 0.037% | |
2/17/2025 | EP Wealth Advisors LLC | 1,738 | $269K | 0.0% | -61.1% | 0.006% | |
2/17/2025 | Cresset Asset Management LLC | 10,145 | $1.57M | 0.0% | -5.3% | 0.033% | |
2/17/2025 | Cubist Systematic Strategies LLC | 7,162 | $1.11M | 0.0% | +64.4% | 0.023% | |
2/17/2025 | Cetera Investment Advisers | 217,798 | $33.75M | 0.1% | -1.4% | 0.714% | |
2/17/2025 | Captrust Financial Advisors | 16,194 | $2.51M | 0.0% | -5.3% | 0.053% | |
2/17/2025 | Baird Financial Group Inc. | 79,157 | $12.27M | 0.0% | +2.4% | 0.260% | |
2/17/2025 | Bank of America Corp DE | 1,673,616 | $259.34M | 0.0% | +1.0% | 5.487% | |
2/17/2025 | BNP Paribas Financial Markets | 327 | $51K | 0.0% | +3,170.0% | 0.001% | |
2/17/2025 | Ameriprise Financial Inc. | 302,056 | $46.80M | 0.0% | -15.7% | 0.990% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 3,694 | $572K | 0.0% | -29.9% | 0.012% | |
2/14/2025 | Keel Point LLC | 3,572 | $554K | 0.0% | +7.1% | 0.012% | |
2/14/2025 | Comerica Bank | 20,303 | $3.15M | 0.0% | +9.7% | 0.067% | |
2/14/2025 | Lido Advisors LLC | 72,040 | $11.16M | 0.1% | +5.1% | 0.236% | |
2/14/2025 | Northern Trust Corp | 5,915 | $917K | 0.0% | +7.0% | 0.019% | |
2/14/2025 | The Manufacturers Life Insurance Company | 108,699 | $16.84M | 0.0% | -10.8% | 0.356% | |
2/14/2025 | Johnson Financial Group Inc. | 1,288 | $214K | 0.0% | -9.4% | 0.004% | |
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2/14/2025 | Integrated Wealth Concepts LLC | 20,840 | $3.23M | 0.0% | +2.7% | 0.068% | |
2/14/2025 | Syon Capital LLC | 8,536 | $1.32M | 0.1% | -5.3% | 0.028% | |
2/14/2025 | Coppell Advisory Solutions LLC | 1,062 | $166K | 0.0% | -32.0% | 0.003% | |
2/14/2025 | MGO One Seven LLC | 42,882 | $6.65M | 0.3% | +11.5% | 0.141% | |
2/14/2025 | IHT Wealth Management LLC | 1,532 | $237K | 0.0% | -30.0% | 0.005% | |
2/14/2025 | Stifel Financial Corp | 170,443 | $26.41M | 0.0% | -9.7% | 0.559% | |
2/14/2025 | GeoWealth Management LLC | 1,244 | $193K | 0.0% | -22.9% | 0.004% | |
2/14/2025 | Commerce Bank | 2,966 | $460K | 0.0% | +15.6% | 0.010% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 8,244 | $1.32M | 0.1% | +0.7% | 0.027% | |
2/13/2025 | NewEdge Advisors LLC | 3,338 | $517K | 0.0% | -15.0% | 0.011% | |
2/13/2025 | Anchor Investment Management LLC | 17,800 | $2.76M | 0.3% | +4.1% | 0.058% | |
2/13/2025 | Campion Asset Management | 17,934 | $2.78M | 2.1% | -1.6% | 0.059% | |
2/13/2025 | CreativeOne Wealth LLC | 1,502 | $233K | 0.0% | N/A | 0.005% | |
2/13/2025 | Mariner LLC | 10,480 | $1.62M | 0.0% | +8.8% | 0.034% | |
2/13/2025 | Elm Partners Management LLC | 2,095 | $325K | 0.0% | +6.8% | 0.007% | |
2/13/2025 | Bragg Financial Advisors Inc | 3,651 | $566K | 0.0% | +10.6% | 0.012% | |
2/13/2025 | BTG Pactual Asset Management US LLC | 25,688 | $3.98M | 0.4% | -6.3% | 0.084% | |
2/13/2025 | Rockefeller Capital Management L.P. | 55,777 | $8.62M | 0.0% | -0.6% | 0.183% | |
2/13/2025 | NFP Retirement Inc. | 4,084 | $633K | 0.0% | +3.3% | 0.013% | |
2/13/2025 | KDK Private Wealth Management LLC | 6,708 | $1.04M | 1.1% | N/A | 0.022% | |
2/13/2025 | Scotia Capital Inc. | 8,567 | $1.33M | 0.0% | -19.6% | 0.028% | |
2/13/2025 | Bessemer Group Inc. | 7,200 | $1.12M | 0.0% | +44.0% | 0.024% | |
2/13/2025 | Raymond James Financial Inc. | 239,042 | $37.04M | 0.0% | N/A | 0.784% | |
2/13/2025 | Texas Yale Capital Corp. | 1,314 | $204K | 0.0% | N/A | 0.004% | |
2/13/2025 | Cerity Partners LLC | 10,471 | $1.62M | 0.0% | +5.3% | 0.034% | |
2/13/2025 | Peapack Gladstone Financial Corp | 36,374 | $5.64M | 0.1% | -2.1% | 0.119% | |
2/13/2025 | Envestnet Asset Management Inc. | 761,401 | $117.99M | 0.0% | -3.6% | 2.496% | |
2/13/2025 | KCM Investment Advisors LLC | 254,484 | $39.44M | 1.4% | -5.3% | 0.834% | |
2/13/2025 | Wells Fargo & Company MN | 799,797 | $123.94M | 0.0% | +2.8% | 2.622% | |
2/12/2025 | Atlas Capital Advisors Inc. | 47,866 | $7.42M | 0.9% | +9.8% | 0.157% | |
2/12/2025 | Trexquant Investment LP | 2,632 | $408K | 0.0% | -19.1% | 0.009% | |
2/12/2025 | Meridian Investment Counsel Inc. | 2,827 | $438K | 0.1% | -3.4% | 0.009% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 6,002 | $930K | 0.0% | +303.4% | 0.020% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,476 | $232K | 0.0% | +51.7% | 0.005% | |
2/12/2025 | ESG Planning DBA Harper Investing | 7,936 | $1.23M | 0.9% | -9.7% | 0.026% | |
2/12/2025 | Orion Portfolio Solutions LLC | 5,728 | $888K | 0.0% | -23.9% | 0.019% | |
2/12/2025 | Nomura Asset Management Co. Ltd. | 2,100 | $325K | 0.0% | -58.0% | 0.007% | |
2/12/2025 | JPMorgan Chase & Co. | 2,235,777 | $346.46M | 0.0% | -2.6% | 7.330% | |
2/12/2025 | Florida Financial Advisors LLC | 2,529 | $392K | 0.2% | +19.2% | 0.008% | |
2/11/2025 | TIAA Trust National Association | 6,992 | $1.08M | 0.0% | -2.5% | 0.023% | |
2/11/2025 | Modern Wealth Management LLC | 1,408 | $235K | 0.0% | -7.9% | 0.005% | |
2/11/2025 | Hershey Financial Advisers LLC | 12,118 | $1.88M | 1.7% | N/A | 0.040% | |
2/11/2025 | Congress Wealth Management LLC DE | 17,988 | $2.79M | 0.0% | -6.9% | 0.059% | |
2/11/2025 | LPL Financial LLC | 250,170 | $38.77M | 0.0% | +19.4% | 0.820% | |
2/11/2025 | Millstone Evans Group LLC | 1,032 | $160K | 0.1% | N/A | 0.003% | |
2/11/2025 | Beacon Capital Management Inc. | 1,096,138 | $169.86M | 7.4% | -6.5% | 3.594% | |
2/11/2025 | Absolute Capital Management LLC | 32,325 | $5.01M | 2.8% | +16.0% | 0.106% | |
2/11/2025 | Whittier Trust Co. | 1,374 | $213K | 0.0% | N/A | 0.005% | |
2/11/2025 | Condor Capital Management | 2,530 | $392K | 0.0% | -3.3% | 0.008% | |
2/11/2025 | Sandy Spring Bank | 2,810 | $435K | 0.0% | -3.9% | 0.009% | |
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2/11/2025 | Richmond Brothers Inc. | 51,988 | $8.06M | 5.2% | +6.9% | 0.170% | |
2/11/2025 | North Forty Two & Co. | 1,884 | $292K | 0.3% | N/A | 0.006% | |
2/11/2025 | VSM Wealth Advisory LLC | 172 | $27K | 0.0% | N/A | 0.001% | |
2/10/2025 | Thrivent Financial for Lutherans | 6,658 | $1.03M | 0.0% | +8.0% | 0.022% | |
2/10/2025 | Axxcess Wealth Management LLC | 4,912 | $761K | 0.0% | -3.3% | 0.016% | |
2/10/2025 | Tocqueville Asset Management L.P. | 25,640 | $3.97M | 0.1% | -0.6% | 0.084% | |
2/10/2025 | Parallel Advisors LLC | 7,137 | $1.11M | 0.0% | -1.3% | 0.023% | |
2/10/2025 | GLOBALT Investments LLC GA | 3,123 | $484K | 0.0% | -2.5% | 0.010% | |
2/10/2025 | Harbour Investments Inc. | 21,166 | $3.28M | 0.1% | +3.5% | 0.069% | |
2/10/2025 | Corient Private Wealth LLC | 84,411 | $12.23M | 0.0% | -4.5% | 0.277% | |