4/30/2025 | Cerity Partners LLC | 815,834 | $5.47M | 0.0% | +33.1% | 0.005% | |
4/30/2025 | Greenleaf Trust | 55,738 | $373K | 0.0% | +12.1% | 0.000% | |
4/30/2025 | Personal CFO Solutions LLC | 12,144 | $81K | 0.0% | -15.5% | 0.000% | |
4/30/2025 | Valeo Financial Advisors LLC | 48,324 | $324K | 0.0% | +22.2% | 0.000% | |
4/30/2025 | M&T Bank Corp | 107,030 | $717K | 0.0% | +5.0% | 0.001% | |
4/30/2025 | May Hill Capital LLC | 21,917 | $147K | 0.1% | +12.8% | 0.000% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 118,100 | $791K | 0.1% | +413.5% | 0.001% | |
4/29/2025 | Financial Counselors Inc. | 72,947 | $489K | 0.0% | -24.8% | 0.000% | |
4/29/2025 | Callan Capital LLC | 118,370 | $793K | 0.1% | +19.3% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,184,064 | $7.93M | 0.0% | -19.6% | 0.008% | |
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4/29/2025 | Bank of New York Mellon Corp | 715,939 | $4.80M | 0.0% | +7.0% | 0.005% | |
4/29/2025 | Wayfinding Financial LLC | 4,225 | $28K | 0.0% | N/A | 0.000% | |
4/29/2025 | Checchi Capital Advisers LLC | 66,915 | $448K | 0.0% | +19.9% | 0.000% | |
4/28/2025 | Strategic Financial Concepts LLC | 32,765 | $220K | 0.0% | +139.7% | 0.000% | |
4/28/2025 | Aaron Wealth Advisors LLC | 114,943 | $770K | 0.1% | +5.3% | 0.001% | |
4/28/2025 | Summit Trail Advisors LLC | 26,730 | $179K | 0.0% | +38.1% | 0.000% | |
4/25/2025 | Waterfront Wealth Inc. | 220,831 | $1.48M | 0.4% | -7.6% | 0.001% | |
4/25/2025 | Naviter Wealth LLC | 330,593 | $2.25M | 0.3% | -3.6% | 0.002% | |
4/24/2025 | Westend Capital Management LLC | 23,912 | $160K | 0.1% | N/A | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 113,407 | $777K | 0.0% | +3.9% | 0.001% | |
4/24/2025 | BSW Wealth Partners | 25,319 | $170K | 0.0% | +26.7% | 0.000% | |
4/24/2025 | PDS Planning Inc | 60,666 | $406K | 0.0% | +14.1% | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 126,369 | $847K | 0.0% | -3.2% | 0.001% | |
4/23/2025 | Perigon Wealth Management LLC | 14,265 | $96K | 0.0% | -13.2% | 0.000% | |
4/23/2025 | HBK Sorce Advisory LLC | 19,206 | $129K | 0.0% | +9.8% | 0.000% | |
4/23/2025 | Golden State Equity Partners | 77,502 | $519K | 0.1% | -5.9% | 0.001% | |
4/23/2025 | Chevy Chase Trust Holdings LLC | 11,875,594 | $79.57M | 0.3% | +30.5% | 0.078% | |
4/23/2025 | Oppenheimer & Co. Inc. | 591,283 | $3.96M | 0.1% | +856.8% | 0.004% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 360,070 | $2.41M | 0.0% | -11.9% | 0.002% | |
4/22/2025 | Park Capital Management LLC WI | 10,551 | $71K | 0.1% | N/A | 0.000% | |
4/22/2025 | TrueMark Investments LLC | 229,409 | $1.54M | 0.4% | N/A | 0.002% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 29,707 | $199K | 0.0% | +55.1% | 0.000% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 46,807 | $314K | 0.0% | -46.2% | 0.000% | |
4/18/2025 | Clarius Group LLC | 50,364 | $337K | 0.0% | +47.9% | 0.000% | |
4/17/2025 | QRG Capital Management Inc. | 1,935,314 | $12.97M | 0.1% | +6.5% | 0.013% | |
4/17/2025 | Sagespring Wealth Partners LLC | 45,251 | $303K | 0.0% | +40.8% | 0.000% | |
4/17/2025 | Adero Partners LLC | 69,738 | $467K | 0.0% | +5.4% | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 11,015 | $74K | 0.0% | N/A | 0.000% | |
4/17/2025 | D Orazio & Associates Inc. | 22,965 | $154K | 0.0% | +24.7% | 0.000% | |
4/17/2025 | CogentBlue Wealth Advisors LLC | 17,421 | $117K | 0.1% | +57.6% | 0.000% | |
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4/17/2025 | Ritholtz Wealth Management | 383,437 | $2.57M | 0.1% | -9.4% | 0.003% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 89,489 | $600K | 0.0% | +3.8% | 0.001% | |
4/16/2025 | BigSur Wealth Management LLC | 18,565 | $124K | 0.0% | -41.9% | 0.000% | |
4/16/2025 | West Branch Capital LLC | 20,037 | $134K | 0.0% | +54,054.1% | 0.000% | |
4/16/2025 | Everhart Financial Group Inc. | 11,649 | $78K | 0.0% | N/A | 0.000% | |
4/15/2025 | Fifth Third Bancorp | 149,713 | $1.00M | 0.0% | -3.3% | 0.001% | |
4/15/2025 | Simon Quick Advisors LLC | 29,954 | $201K | 0.0% | +136.5% | 0.000% | |
4/15/2025 | SG Americas Securities LLC | 45,793 | $307K | 0.0% | N/A | 0.000% | |
4/15/2025 | Fiduciary Financial Group LLC | 16,458 | $103K | 0.0% | -12.8% | 0.000% | |
4/15/2025 | GAMMA Investing LLC | 43,886 | $294K | 0.0% | +33.1% | 0.000% | |
4/14/2025 | Bruce G. Allen Investments LLC | 9,996 | $67K | 0.1% | -57.1% | 0.000% | |
4/14/2025 | Wedmont Private Capital | 38,772 | $249K | 0.0% | +11.1% | 0.000% | |
4/14/2025 | Sivia Capital Partners LLC | 60,608 | $406K | 0.2% | +6.1% | 0.000% | |
4/11/2025 | First Affirmative Financial Network | 29,347 | $197K | 0.1% | +36.0% | 0.000% | |
4/11/2025 | Impact Capital Partners LLC | 15,179 | $102K | 0.0% | -15.0% | 0.000% | |
4/11/2025 | Insight Advisors LLC PA | 10,863 | $73K | 0.0% | N/A | 0.000% | |
4/11/2025 | Foster Group Inc. | 15,598 | $105K | 0.0% | N/A | 0.000% | |
4/11/2025 | Armstrong Fleming & Moore Inc | 11,135 | $75K | 0.1% | N/A | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 37,102 | $249K | 0.0% | +53.6% | 0.000% | |
4/9/2025 | Legacy Wealth Asset Management LLC | 227,229 | $1.52M | 0.4% | -3.0% | 0.001% | |
4/8/2025 | Rhumbline Advisers | 356,476 | $2.39M | 0.0% | -7.6% | 0.002% | |
4/8/2025 | Investors Research Corp | 5,970 | $40K | 0.0% | -96.0% | 0.000% | |
4/8/2025 | Parallel Advisors LLC | 83,469 | $559K | 0.0% | +11.5% | 0.001% | |
4/7/2025 | Summit Global Investments | 111,868 | $750K | 0.1% | -50.8% | 0.001% | |
4/7/2025 | GAMMA Investing LLC | 294,036 | $1.97M | 0.0% | +791.8% | 0.002% | |
4/3/2025 | Versant Capital Management Inc | 72,575 | $486K | 0.1% | +48,283.3% | 0.000% | |
3/24/2025 | Fulcrum Equity Management | 14,194 | $65K | 0.1% | N/A | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 86,172 | $393K | 0.0% | +18.0% | 0.001% | |
3/12/2025 | Northstar Financial Companies Inc. | 15,450 | $70K | 0.1% | N/A | 0.000% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 55,185 | $252K | 0.0% | -19.1% | 0.000% | |
2/20/2025 | Forum Financial Management LP | 257,032 | $1.17M | 0.0% | +25.6% | 0.002% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 27,418 | $125K | 0.0% | +73.2% | 0.000% | |
2/17/2025 | Wolverine Trading LLC | 69,108 | $314K | 0.0% | +512.9% | 0.000% | |
2/17/2025 | Vident Advisory LLC | 366,538 | $1.67M | 0.0% | -3.4% | 0.002% | |
2/17/2025 | Point72 Asset Management L.P. | 650,884 | $2.97M | 0.0% | -6.0% | 0.004% | |
2/17/2025 | Millennium Management LLC | 22,540 | $103K | 0.0% | -60.2% | 0.000% | |
2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 345,803 | $1.58M | 0.1% | -1.7% | 0.002% | |
2/17/2025 | Focus Partners Wealth | 43,062 | $196K | 0.0% | +28.1% | 0.000% | |
2/17/2025 | Ellevest Inc. | 42,042 | $192K | 0.0% | +8.4% | 0.000% | |
2/17/2025 | Ethic Inc. | 494,916 | $2.26M | 0.0% | +1.7% | 0.003% | |
2/17/2025 | EP Wealth Advisors LLC | 12,116 | $55K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cresset Asset Management LLC | 85,325 | $389K | 0.0% | -70.5% | 0.001% | |
2/17/2025 | Cetera Investment Advisers | 112,706 | $514K | 0.0% | +43.5% | 0.001% | |
2/17/2025 | Captrust Financial Advisors | 68,030 | $310K | 0.0% | -52.6% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 2,655,351 | $12.11M | 0.0% | +19.9% | 0.017% | |
2/17/2025 | BNP Paribas Financial Markets | 10,651 | $49K | 0.0% | -98.5% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 264,293 | $1.20M | 0.0% | -7.9% | 0.002% | |
2/17/2025 | American Trust Investment Advisors LLC | 251,365 | $1.15M | 0.5% | N/A | 0.002% | |
2/17/2025 | Advanced Portfolio Management LLC | 800,000 | $3.65M | 4.3% | +6.7% | 0.005% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 957,093 | $4.36M | 0.0% | +0.2% | 0.006% | |
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2/14/2025 | Jane Street Group LLC | 990,966 | $4.52M | 0.0% | +4,041.6% | 0.006% | |
2/14/2025 | WealthCollab LLC | 7,801 | $36K | 0.0% | +35.1% | 0.000% | |
2/14/2025 | Lido Advisors LLC | 36,699 | $167K | 0.0% | +9.7% | 0.000% | |
2/14/2025 | Northern Trust Corp | 10,775,261 | $49.14M | 0.0% | +46.4% | 0.068% | |
2/14/2025 | Aquatic Capital Management LLC | 184,639 | $842K | 0.0% | +168.4% | 0.001% | |
2/14/2025 | Coldstream Capital Management Inc. | 24,912 | $114K | 0.0% | +21.6% | 0.000% | |
2/14/2025 | Two Sigma Securities LLC | 13,272 | $61K | 0.0% | N/A | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 20,378 | $93K | 0.0% | -11.0% | 0.000% | |
2/14/2025 | SIH Partners LLLP | 181,100 | $826K | 0.0% | N/A | 0.001% | |
2/14/2025 | Stifel Financial Corp | 565,233 | $2.58M | 0.0% | -6.6% | 0.004% | |