5/21/2025 | Geneos Wealth Management Inc. | 108,667 | $3.53M | 0.1% | +230.6% | 0.631% | |
5/16/2025 | NewEdge Advisors LLC | 48,728 | $1.58M | 0.0% | -4.9% | 0.283% | |
5/15/2025 | Royal Bank of Canada | 16,499 | $536K | 0.0% | +149.3% | 0.096% | |
5/15/2025 | Calton & Associates Inc. | 16,381 | $532K | 0.1% | N/A | 0.095% | |
5/15/2025 | WPG Advisers LLC | 4,742 | $154K | 0.1% | N/A | 0.028% | |
5/5/2025 | Calton & Associates Inc. | 11,071 | $359K | 0.0% | N/A | 0.066% | |
5/5/2025 | Csenge Advisory Group | 48,652 | $1.48M | 0.1% | +12.1% | 0.291% | |
5/1/2025 | Marks Group Wealth Management Inc | 42,610 | $1.38M | 0.1% | N/A | 0.255% | |
4/29/2025 | Envestnet Asset Management Inc. | 269,332 | $8.74M | 0.0% | -4.3% | 1.610% | |
4/25/2025 | K2 Financial Inc. | 100,062 | $2.98M | 2.9% | +12.2% | 0.598% | |
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4/23/2025 | Perigon Wealth Management LLC | 28,141 | $913K | 0.0% | -4.6% | 0.168% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 45,592 | $1.48M | 0.0% | -6.1% | 0.273% | |
4/22/2025 | Petra Financial Advisors Inc. | 32,065 | $1.04M | 0.9% | -1.5% | 0.192% | |
4/21/2025 | United Advisor Group LLC | 11,894 | $386K | 0.1% | +4.1% | 0.071% | |
4/21/2025 | Compass Capital Corp MA ADV | 35,751 | $1.06M | 0.5% | -15.2% | 0.214% | |
4/17/2025 | Stewardship Advisors LLC | 16,460 | $534K | 0.1% | +17.3% | 0.098% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 79,343 | $2.58M | 0.0% | +8.1% | 0.474% | |
4/9/2025 | Merit Financial Group LLC | 77,960 | $2.53M | 0.0% | N/A | 0.483% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 73,369 | $2.43M | 0.0% | +7.9% | 0.460% | |
2/24/2025 | United Advisor Group LLC | 11,431 | $379K | 0.1% | -2.7% | 0.073% | |
2/17/2025 | Cahill Financial Advisors Inc. | 67,226 | $2.23M | 0.3% | -13.4% | 0.448% | |
2/17/2025 | Bank of America Corp DE | 1,410 | $47K | 0.0% | +197.5% | 0.009% | |
2/13/2025 | NewEdge Advisors LLC | 51,226 | $1.70M | 0.0% | +8.6% | 0.342% | |
2/13/2025 | Mariner LLC | 7,996 | $265K | 0.0% | N/A | 0.053% | |
2/13/2025 | Envestnet Asset Management Inc. | 281,555 | $9.33M | 0.0% | -2.7% | 1.877% | |
2/11/2025 | Lynx Investment Advisory | 16,131 | $534K | 0.4% | -2.3% | 0.108% | |
2/11/2025 | LPL Financial LLC | 15,944 | $528K | 0.0% | +39.4% | 0.106% | |
2/11/2025 | Sei Investments Co. | 12,343,115 | $408.79M | 0.5% | -4.7% | 82.287% | |
2/10/2025 | Petra Financial Advisors Inc. | 32,558 | $1.08M | 0.7% | -1.2% | 0.217% | |
2/7/2025 | Meriwether Wealth & Planning LLC | 8,167 | $270K | 0.2% | N/A | 0.054% | |
2/7/2025 | K2 Financial Inc. | 89,150 | $2.95M | 2.9% | N/A | 0.594% | |
2/6/2025 | Exencial Wealth Advisors LLC | 48,372 | $1.60M | 0.1% | -9.5% | 0.322% | |
2/5/2025 | Whipplewood Advisors LLC | 8,230 | $273K | 0.2% | N/A | 0.055% | |
2/3/2025 | Compass Capital Corp MA ADV | 42,154 | $1.40M | 0.5% | N/A | 0.281% | |
2/3/2025 | Private Advisor Group LLC | 21,168 | $701K | 0.0% | +92.2% | 0.141% | |
1/31/2025 | Atria Wealth Solutions Inc. | 71,942 | $2.38M | 0.0% | N/A | 0.480% | |
1/31/2025 | Truist Financial Corp | 265,604 | $8.80M | 0.0% | -4.9% | 1.771% | |
1/30/2025 | Csenge Advisory Group | 43,414 | $1.44M | 0.1% | -3.7% | 0.289% | |
1/30/2025 | Principal Securities Inc. | 11,359 | $376K | 0.0% | +15.6% | 0.076% | |
1/27/2025 | Stratos Wealth Partners LTD. | 32,216 | $1.07M | 0.0% | N/A | 0.215% | |
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1/22/2025 | Perigon Wealth Management LLC | 29,508 | $1.00M | 0.0% | -5.5% | 0.197% | |
1/21/2025 | Stewardship Advisors LLC | 14,028 | $465K | 0.1% | +19.0% | 0.094% | |
1/21/2025 | Geneos Wealth Management Inc. | 32,872 | $1.09M | 0.0% | N/A | 0.219% | |
1/14/2025 | Accurate Wealth Management LLC | 6,824 | $226K | 0.0% | -5.6% | 0.045% | |
1/14/2025 | Hart & Patterson Financial Group LLC | 240,780 | $7.97M | 3.9% | -4.8% | 1.605% | |
1/13/2025 | AdvisorNet Financial Inc | 1,434 | $47K | 0.0% | -43.2% | 0.010% | |
11/15/2024 | Continuum Advisory LLC | 3,103 | $106K | 0.0% | -29.6% | 0.021% | |
11/15/2024 | Jane Street Group LLC | 23,592 | $777K | 0.0% | +167.5% | 0.157% | |
11/5/2024 | Lynx Investment Advisory | 16,508 | $544K | 0.4% | +5.8% | 0.110% | |
10/30/2024 | United Advisor Group LLC | 11,745 | $387K | 0.1% | -48.6% | 0.078% | |
10/28/2024 | Petra Financial Advisors Inc. | 32,956 | $1.09M | 0.7% | +1.8% | 0.220% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 67,983 | $2.24M | 0.0% | +14.3% | 0.453% | |
10/22/2024 | Private Advisor Group LLC | 11,012 | $360K | 0.0% | -4.0% | 0.073% | |
10/21/2024 | Stewardship Advisors LLC | 11,792 | $389K | 0.1% | N/A | 0.079% | |
10/10/2024 | Hart & Patterson Financial Group LLC | 252,888 | $8.33M | 3.9% | -2.3% | 1.686% | |
8/21/2024 | Truist Financial Corp | 296,646 | $9.24M | 0.0% | -2.3% | 1.978% | |
8/16/2024 | NewEdge Advisors LLC | 41,500 | $1.29M | 0.0% | N/A | 0.277% | |
8/13/2024 | Sei Investments Co. | 13,018,949 | $405.55M | 0.6% | -1.9% | 86.793% | |
8/8/2024 | Envestnet Asset Management Inc. | 306,110 | $9.54M | 0.0% | -1.7% | 2.041% | |
8/7/2024 | Cahill Financial Advisors Inc. | 77,912 | $2.43M | 0.3% | -0.5% | 0.519% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 43,118 | $1.34M | 0.0% | +5.0% | 0.287% | |
7/19/2024 | MONECO Advisors LLC | 11,056 | $344K | 0.1% | -21.0% | 0.074% | |
7/19/2024 | Petra Financial Advisors Inc. | 32,388 | $1.01M | 0.7% | +69.8% | 0.216% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 59,465 | $1.85M | 0.0% | +3.5% | 0.396% | |
7/16/2024 | Hart & Patterson Financial Group LLC | 258,898 | $8.07M | 4.0% | -0.9% | 1.726% | |
7/10/2024 | Csenge Advisory Group | 42,133 | $1.31M | 0.1% | +10.6% | 0.281% | |
7/9/2024 | Lynx Investment Advisory | 15,600 | $486K | 0.4% | N/A | 0.104% | |
5/7/2024 | Sei Investments Co. | 13,270,866 | $411.00M | 0.6% | N/A | 87.887% | |
5/4/2024 | Csenge Advisory Group | 38,107 | $1.18M | 0.1% | N/A | 0.252% | |
4/30/2024 | Perigon Wealth Management LLC | 33,837 | $1.05M | 0.0% | N/A | 0.224% | |
4/26/2024 | MONECO Advisors LLC | 13,988 | $433K | 0.1% | N/A | 0.093% | |
4/23/2024 | Accurate Wealth Management LLC | 7,575 | $222K | 0.1% | N/A | 0.051% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 57,471 | $1.78M | 0.0% | N/A | 0.383% | |
1/29/2024 | Petra Financial Advisors Inc. | 19,077 | $537K | 0.4% | +5.4% | 2.120% | |
4/20/2023 | Petra Financial Advisors Inc. | 13,300 | $321K | 0.3% | +11.3% | 1.478% | |
2/7/2023 | IFP Advisors Inc | 4,916 | $124K | 0.0% | +81,833.3% | 0.000% | |