7/25/2025 | Envestnet Portfolio Solutions Inc. | 31,444 | $531K | 0.0% | N/A | 0.098% | |
7/25/2025 | Concurrent Investment Advisors LLC | 18,977 | $321K | 0.0% | +76.0% | 0.059% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 353,246 | $5.97M | 0.4% | -6.0% | 1.106% | |
7/24/2025 | IFP Advisors Inc | 34,088 | $576K | 0.0% | +17.1% | 0.107% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 420,049 | $7.10M | 0.1% | +220.4% | 1.315% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 87,850 | $1.48M | 0.0% | -16.2% | 0.275% | |
7/18/2025 | Truist Financial Corp | 48,030 | $811K | 0.0% | -2.3% | 0.150% | |
7/17/2025 | Park Place Capital Corp | 2,404 | $40K | 0.0% | N/A | 0.008% | |
7/17/2025 | Janney Montgomery Scott LLC | 527,867 | $8.92M | 0.0% | +25.2% | 1.652% | |
7/16/2025 | Evergreen Private Wealth LLC | 166,991 | $2.82M | 1.2% | +28.6% | 0.523% | |
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7/16/2025 | CX Institutional | 359,532 | $6.07M | 0.2% | -23.9% | 1.125% | |
7/16/2025 | Magnus Financial Group LLC | 16,499 | $279K | 0.0% | N/A | 0.052% | |
7/15/2025 | McAdam LLC | 61,391 | $1.04M | 0.1% | -9.5% | 0.192% | |
7/14/2025 | GAMMA Investing LLC | 5,490 | $93K | 0.0% | -86.9% | 0.017% | |
7/14/2025 | ABLE Financial Group LLC | 292,847 | $4.95M | 1.2% | -26.2% | 0.917% | |
7/14/2025 | Park Avenue Securities LLC | 143,453 | $2.42M | 0.0% | N/A | 0.449% | |
7/11/2025 | CX Institutional | 359,532 | $6.07M | 0.2% | -23.9% | 1.125% | |
7/9/2025 | FOCUS Wealth Advisors LLC | 54,628 | $923K | 0.5% | +2.7% | 0.175% | |
7/9/2025 | Bowman & Co S.C. | 75,354 | $1.27M | 0.6% | N/A | 0.242% | |
7/8/2025 | Richard P Slaughter Associates Inc | 49,342 | $833K | 0.2% | N/A | 0.158% | |
7/7/2025 | RDA Financial Network | 11,374 | $192K | 0.1% | N/A | 0.037% | |
7/1/2025 | Confluence Investment Management LLC | 250,578 | $4.23M | 0.1% | -0.5% | 0.804% | |
5/21/2025 | McAdam LLC | 67,841 | $1.18M | 0.1% | -8.7% | 0.218% | |
5/19/2025 | Jane Street Group LLC | 476,539 | $8.29M | 0.0% | +1,373.6% | 1.530% | |
5/16/2025 | Kestra Investment Management LLC | 1,611,950 | $28.03M | 0.9% | +161.0% | 5.175% | |
5/16/2025 | NewEdge Advisors LLC | 37,044 | $644K | 0.0% | +71.3% | 0.119% | |
5/15/2025 | Royal Bank of Canada | 137,016 | $2.38M | 0.0% | -8.5% | 0.440% | |
5/15/2025 | MAI Capital Management | 4,000 | $70K | 0.0% | N/A | 0.013% | |
5/15/2025 | Tortoise Investment Management LLC | 291,126 | $5.06M | 0.5% | -6.4% | 0.935% | |
5/14/2025 | CreativeOne Wealth LLC | 60,995 | $1.06M | 0.0% | +1.0% | 0.196% | |
5/14/2025 | Kestra Advisory Services LLC | 63,675 | $1.11M | 0.0% | -7.5% | 0.204% | |
5/14/2025 | CW Advisors LLC | 10,577 | $184K | 0.0% | N/A | 0.034% | |
5/14/2025 | Flow Traders U.S. LLC | 40,396 | $702K | 0.0% | N/A | 0.130% | |
5/14/2025 | PGIM Custom Harvest LLC | 15,526 | $270K | 0.0% | -53.2% | 0.050% | |
5/13/2025 | Elequin Capital LP | 6,533 | $114K | 0.0% | N/A | 0.021% | |
5/13/2025 | Raymond James Financial Inc. | 3,093,086 | $53.79M | 0.0% | -7.2% | 9.930% | |
5/13/2025 | HighTower Advisors LLC | 1,600,503 | $27.83M | 0.0% | +4.6% | 5.138% | |
5/12/2025 | Aveo Capital Partners LLC | 15,258 | $261K | 0.0% | N/A | 0.049% | |
5/12/2025 | Manhattan West Asset Management LLC | 779,990 | $13.56M | 3.5% | +17.9% | 2.504% | |
5/12/2025 | Benjamin Edwards Inc. | 196,803 | $3.42M | 0.0% | +37.5% | 0.632% | |
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5/12/2025 | Townsquare Capital LLC | 26,229 | $456K | 0.0% | -5.3% | 0.084% | |
5/9/2025 | West Michigan Advisors LLC | 24,614 | $428K | 0.1% | +13.7% | 0.079% | |
5/9/2025 | Haven Private LLC | 183,062 | $3.18M | 1.8% | +9.5% | 0.588% | |
5/8/2025 | CAP Partners LLC | 23,506 | $409K | 0.3% | +3.3% | 0.075% | |
5/8/2025 | Foster & Motley Inc. | 21,172 | $368K | 0.0% | -3.8% | 0.068% | |
5/8/2025 | FOCUS Wealth Advisors LLC | 53,213 | $925K | 0.5% | +11.4% | 0.171% | |
5/7/2025 | LPL Financial LLC | 260,232 | $4.53M | 0.0% | +7.5% | 0.835% | |
5/7/2025 | White & Co Financial Planning Inc | 95,830 | $1.66M | 1.4% | +2.7% | 0.308% | |
5/6/2025 | Hedeker Wealth LLC | 84,299 | $1.47M | 0.4% | +2.5% | 0.271% | |
5/6/2025 | Cetera Investment Advisers | 53,810 | $936K | 0.0% | +15.0% | 0.173% | |
5/6/2025 | AE Wealth Management LLC | 140,517 | $2.44M | 0.0% | +2.9% | 0.451% | |
5/6/2025 | VCI Wealth Management LLC | 22,880 | $398K | 0.2% | -15.0% | 0.073% | |
5/6/2025 | Choreo LLC | 13,900 | $242K | 0.0% | +13.9% | 0.045% | |
5/5/2025 | IFP Advisors Inc | 29,114 | $506K | 0.0% | +5.0% | 0.093% | |
5/5/2025 | Kestra Private Wealth Services LLC | 14,454 | $251K | 0.0% | N/A | 0.046% | |
5/2/2025 | Evergreen Private Wealth LLC | 129,864 | $2.26M | 1.1% | +6.1% | 0.417% | |
5/1/2025 | Stephens Inc. AR | 20,888 | $363K | 0.0% | +5.1% | 0.067% | |
4/30/2025 | Allworth Financial LP | 21,450 | $363K | 0.0% | -41.0% | 0.069% | |
4/30/2025 | Pineridge Advisors LLC | 200,361 | $3.48M | 1.4% | -0.7% | 0.643% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,216,903 | $21.16M | 0.0% | +67.5% | 3.907% | |
4/29/2025 | Concurrent Investment Advisors LLC | 10,785 | $188K | 0.0% | N/A | 0.035% | |
4/29/2025 | Bank of New York Mellon Corp | 2,680,046 | $46.61M | 0.0% | -7.1% | 8.604% | |
4/29/2025 | World Investment Advisors | 12,001 | $209K | 0.0% | -8.4% | 0.039% | |
4/29/2025 | OneDigital Investment Advisors LLC | 212,194 | $3.69M | 0.0% | -2.3% | 0.681% | |
4/28/2025 | Elmwood Wealth Management Inc. | 175,709 | $3.06M | 1.3% | -4.0% | 0.564% | |
4/28/2025 | ABLE Financial Group LLC | 396,761 | $6.90M | 1.9% | +2.0% | 1.274% | |
4/25/2025 | Westside Investment Management Inc. | 93,335 | $1.62M | 0.3% | +26.4% | 0.300% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 36,741 | $639K | 0.0% | +10.6% | 0.118% | |
4/25/2025 | Capital Advisors Wealth Management LLC | 104,166 | $1.81M | 0.3% | +20.4% | 0.334% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 104,800 | $1.82M | 0.0% | -6.0% | 0.336% | |
4/23/2025 | Balance Wealth LLC | 15,241 | $265K | 0.2% | N/A | 0.049% | |
4/23/2025 | Fourth Dimension Wealth LLC | 31,591 | $549K | 0.3% | +47.3% | 0.101% | |
4/17/2025 | Janney Montgomery Scott LLC | 421,681 | $7.33M | 0.0% | +23.6% | 1.354% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 375,662 | $6.53M | 0.4% | -13.8% | 1.206% | |
4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 131,091 | $2.28M | 0.0% | +839.5% | 0.421% | |
4/15/2025 | CX Institutional | 472,312 | $8.21M | 0.3% | -0.7% | 1.516% | |
4/15/2025 | GAMMA Investing LLC | 41,762 | $726K | 0.1% | -8.9% | 0.134% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 522,576 | $9.09M | 0.4% | +13.2% | 1.708% | |
4/8/2025 | Global Financial Private Client LLC | 44,776 | $779K | 0.3% | -5.5% | 0.146% | |
4/7/2025 | GAMMA Investing LLC | 726,241 | $12.63M | 0.0% | +1,484.4% | 2.373% | |
4/3/2025 | Versant Capital Management Inc | 6,696 | $116K | 0.0% | +91.4% | 0.022% | |
4/1/2025 | Confluence Investment Management LLC | 251,836 | $4.38M | 0.1% | +22.3% | 0.823% | |
2/27/2025 | ABLE Financial Group LLC | 388,935 | $6.95M | 2.1% | -0.8% | 1.307% | |
2/18/2025 | Fourth Dimension Wealth LLC | 21,440 | $383K | 0.2% | N/A | 0.085% | |
2/18/2025 | MidWestOne Financial Group Inc. | 184,944 | $3.31M | 0.5% | +12.7% | 0.732% | |
2/17/2025 | Willis Johnson & Associates Inc. | 485,733 | $8.69M | 0.7% | +2.3% | 1.924% | |
2/17/2025 | Colonial Trust Co SC | 4,397 | $78K | 0.0% | N/A | 0.017% | |
2/17/2025 | Cresset Asset Management LLC | 21,000 | $375K | 0.0% | -41.9% | 0.083% | |
2/17/2025 | Cetera Investment Advisers | 46,771 | $836K | 0.0% | -7.4% | 0.185% | |
2/17/2025 | Baker Avenue Asset Management LP | 45,689 | $817K | 0.0% | +9.0% | 0.181% | |
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2/17/2025 | Bank of America Corp DE | 2,191,704 | $39.19M | 0.0% | -33.2% | 8.680% | |
2/17/2025 | Benjamin Edwards Inc. | 143,097 | $2.56M | 0.0% | N/A | 0.567% | |
2/17/2025 | Ameriprise Financial Inc. | 154,035 | $2.75M | 0.0% | +5.2% | 0.610% | |
2/14/2025 | Jane Street Group LLC | 32,339 | $578K | 0.0% | -57.7% | 0.128% | |
2/14/2025 | Comerica Bank | 5,532 | $99K | 0.0% | +88.7% | 0.022% | |
2/14/2025 | Two Sigma Securities LLC | 10,479 | $187K | 0.0% | N/A | 0.042% | |
2/14/2025 | Stifel Financial Corp | 497,106 | $8.89M | 0.0% | +115.6% | 1.969% | |
2/14/2025 | OneDigital Investment Advisors LLC | 217,093 | $3.88M | 0.0% | -10.1% | 0.860% | |
2/14/2025 | GeoWealth Management LLC | 3,229 | $58K | 0.0% | N/A | 0.013% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 3,330 | $59K | 0.0% | +34.3% | 0.013% | |