5/28/2025 | Vista Cima Wealth Management LLC | 17,535 | $1.92M | 1.4% | +12.1% | 0.313% | |
5/22/2025 | WBI Investments LLC | 34,961 | $3.83M | 1.0% | +23.7% | 0.624% | |
5/19/2025 | Jane Street Group LLC | 34,101 | $3.73M | 0.0% | +276.3% | 0.609% | |
5/16/2025 | Faithward Advisors LLC | 183,819 | $20.12M | 3.5% | +1.3% | 3.282% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 6,156 | $674K | 0.0% | -6.2% | 0.110% | |
5/15/2025 | Royal Bank of Canada | 9,707 | $1.06M | 0.0% | +2.4% | 0.173% | |
5/15/2025 | Baird Financial Group Inc. | 4,380 | $479K | 0.0% | N/A | 0.078% | |
5/14/2025 | Comerica Bank | 2,589 | $283K | 0.0% | +15.6% | 0.046% | |
5/14/2025 | Smartleaf Asset Management LLC | 5,405 | $591K | 0.1% | +35.8% | 0.097% | |
5/14/2025 | United Asset Strategies Inc. | 4,424 | $484K | 0.0% | -35.5% | 0.079% | |
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5/13/2025 | Mill Creek Capital Advisors LLC | 158,101 | $17.30M | 0.4% | +1.3% | 2.823% | |
5/13/2025 | Cambiar Investors LLC | 8,321 | $911K | 0.0% | +32.9% | 0.149% | |
5/13/2025 | Raymond James Financial Inc. | 287,960 | $31.51M | 0.0% | +25.2% | 5.142% | |
5/13/2025 | HighTower Advisors LLC | 389,506 | $42.63M | 0.1% | +7.3% | 6.658% | |
5/12/2025 | Measured Wealth Private Client Group LLC | 10,019 | $1.10M | 0.4% | -75.8% | 0.171% | |
5/9/2025 | Citizens Financial Group Inc. RI | 5,186 | $568K | 0.0% | +14.0% | 0.089% | |
5/9/2025 | Renasant Bank | 3,447 | $377K | 0.2% | -10.8% | 0.059% | |
5/9/2025 | PNC Financial Services Group Inc. | 33,224 | $3.64M | 0.0% | -1.6% | 0.568% | |
5/8/2025 | US Bancorp DE | 41,537 | $4.55M | 0.0% | -13.1% | 0.710% | |
5/8/2025 | Arkadios Wealth Advisors | 2,211 | $242K | 0.0% | N/A | 0.038% | |
5/7/2025 | Maridea Wealth Management LLC | 8,447 | $924K | 0.3% | -17.4% | 0.144% | |
5/7/2025 | LPL Financial LLC | 41,859 | $4.58M | 0.0% | +54.2% | 0.716% | |
5/6/2025 | Cetera Investment Advisers | 18,153 | $1.99M | 0.0% | -2.1% | 0.310% | |
5/6/2025 | Avantax Advisory Services Inc. | 28,861 | $3.16M | 0.0% | -10.2% | 0.493% | |
5/6/2025 | Efficient Advisors LLC | 4,141 | $453K | 0.0% | N/A | 0.071% | |
5/6/2025 | Ignite Planners LLC | 8,277 | $905K | 0.2% | -37.6% | 0.141% | |
5/5/2025 | J.W. Cole Advisors Inc. | 8,083 | $885K | 0.0% | +94.3% | 0.138% | |
5/5/2025 | IFP Advisors Inc | 865 | $95K | 0.0% | +22.3% | 0.015% | |
5/5/2025 | Private Advisor Group LLC | 12,406 | $1.36M | 0.0% | +14.8% | 0.212% | |
5/2/2025 | Montis Financial LLC | 13,746 | $1.50M | 0.4% | -19.7% | 0.235% | |
5/2/2025 | Bailard Inc. | 124,926 | $13.67M | 0.4% | N/A | 2.135% | |
5/2/2025 | James Investment Research Inc. | 14,253 | $1.56M | 0.2% | -3.6% | 0.244% | |
4/30/2025 | Narus Financial Partners LLC | 4,931 | $540K | 0.2% | -6.6% | 0.084% | |
4/30/2025 | Rehmann Capital Advisory Group | 10,005 | $1.10M | 0.1% | +114.1% | 0.171% | |
4/30/2025 | Sharper & Granite LLC | 10,967 | $1.20M | 0.5% | -1.4% | 0.187% | |
4/29/2025 | Liberty Square Wealth Partners LLC | 5,173 | $566K | 0.2% | -8.2% | 0.088% | |
4/29/2025 | Envestnet Asset Management Inc. | 135,018 | $14.78M | 0.0% | +8.6% | 2.308% | |
4/29/2025 | HM Payson & Co. | 26,730 | $2.93M | 0.1% | +16.0% | 0.457% | |
4/29/2025 | Bank of New York Mellon Corp | 179,076 | $19.60M | 0.0% | +13.1% | 3.061% | |
4/29/2025 | Goelzer Investment Management Inc. | 10,320 | $1.13M | 0.1% | +1.9% | 0.176% | |
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4/29/2025 | Checchi Capital Advisers LLC | 5,703 | $624K | 0.0% | +22.9% | 0.097% | |
4/28/2025 | Novem Group | 3,641 | $398K | 0.1% | +8.9% | 0.062% | |
4/28/2025 | Detalus Advisors LLC | 2,038 | $223K | 0.1% | N/A | 0.035% | |
4/28/2025 | Keybank National Association OH | 96,560 | $10.57M | 0.0% | -0.8% | 1.651% | |
4/28/2025 | Impact Investors Inc | 64,718 | $7.08M | 5.5% | -52.6% | 1.106% | |
4/28/2025 | RKL Wealth Management LLC | 79,712 | $8.72M | 0.8% | -3.8% | 1.363% | |
4/25/2025 | Smith Salley Wealth Management | 19,585 | $2.14M | 0.1% | +0.6% | 0.335% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 30,490 | $3.33M | 0.0% | +9.0% | 0.521% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 18,824 | $2.06M | 0.1% | -88.2% | 0.322% | |
4/24/2025 | Park Place Capital Corp | 3,890 | $426K | 0.1% | -14.1% | 0.066% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 12,639 | $1.38M | 0.1% | +32.5% | 0.216% | |
4/23/2025 | Pacific Financial Group Inc. | 2,481 | $272K | 0.2% | -19.3% | 0.042% | |
4/23/2025 | Asset Management One Co. Ltd. | 109,078 | $11.94M | 0.0% | +1.6% | 1.865% | |
4/21/2025 | Avior Wealth Management LLC | 2,937 | $321K | 0.0% | -22.7% | 0.050% | |
4/17/2025 | Mason & Associates Inc | 125,932 | $13.78M | 3.4% | -22.7% | 2.134% | |
4/17/2025 | Columbus Macro LLC | 16,538 | $1.81M | 0.2% | -2.2% | 0.280% | |
4/17/2025 | CHB Investment Group LLC | 29,030 | $3.18M | 1.7% | +2.3% | 0.492% | |
4/16/2025 | CVA Family Office LLC | 29,071 | $3.18M | 0.5% | +2.6% | 0.493% | |
4/15/2025 | Arvest Investments Inc. | 103,659 | $11.35M | 1.8% | +1.6% | 1.757% | |
4/15/2025 | Focus Financial Network Inc. | 20,417 | $2.23M | 0.1% | +1.9% | 0.346% | |
4/15/2025 | Fiduciary Financial Group LLC | 2,425 | $263K | 0.1% | -16.7% | 0.041% | |
4/15/2025 | Signet Financial Management LLC | 62,294 | $6.82M | 0.9% | -14.3% | 1.056% | |
4/11/2025 | Insight Advisors LLC PA | 12,988 | $1.42M | 0.2% | +6.9% | 0.220% | |
4/10/2025 | Fluent Financial LLC | 25,602 | $2.80M | 1.2% | +11.2% | 0.434% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 35,485 | $3.88M | 0.2% | -2.3% | 0.601% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 13,659 | $1.48M | 0.0% | -2.4% | 0.232% | |
3/10/2025 | Capstone Triton Financial Group LLC | 16,499 | $1.78M | 1.1% | -1.3% | 0.258% | |
3/3/2025 | Fluent Financial LLC | 23,033 | $2.49M | 1.1% | -1.9% | 0.360% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 5,635 | $610K | 0.2% | N/A | 0.088% | |
2/18/2025 | Novem Group | 3,344 | $361K | 0.1% | N/A | 0.051% | |
2/17/2025 | Vista Cima Wealth Management LLC | 15,641 | $1.69M | 1.8% | N/A | 0.241% | |
2/17/2025 | WBI Investments LLC | 28,259 | $3.05M | 0.8% | -2.9% | 0.435% | |
2/17/2025 | Tidal Investments LLC | 5,502 | $594K | 0.0% | N/A | 0.085% | |
2/17/2025 | Eagle Global Advisors LLC | 5,230 | $565K | 0.0% | +4.0% | 0.080% | |
2/17/2025 | Cetera Investment Advisers | 18,543 | $2.00M | 0.0% | +373.9% | 0.285% | |
2/17/2025 | Citadel Advisors LLC | 69,910 | $7.55M | 0.0% | +2,803.2% | 1.076% | |
2/17/2025 | Bank of America Corp DE | 78,601 | $8.49M | 0.0% | -1.5% | 1.209% | |
2/17/2025 | Ameriprise Financial Inc. | 24,801 | $2.68M | 0.0% | -11.7% | 0.382% | |
2/14/2025 | Jane Street Group LLC | 9,062 | $978K | 0.0% | -79.7% | 0.139% | |
2/14/2025 | Stifel Financial Corp | 358,986 | $38.76M | 0.0% | +2.1% | 5.523% | |
2/13/2025 | NewEdge Advisors LLC | 5,684 | $614K | 0.0% | -3.3% | 0.087% | |
2/13/2025 | Guggenheim Capital LLC | 15,912 | $1.72M | 0.0% | +12.7% | 0.245% | |
2/13/2025 | Fiducient Advisors LLC | 12,540 | $1.35M | 0.2% | +9.3% | 0.193% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 9,188 | $992K | 0.3% | +9.1% | 0.141% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 159,288 | $17.20M | 1.2% | +4.0% | 2.451% | |
2/13/2025 | TRUE Private Wealth Advisors | 744,353 | $80.36M | 9.8% | -1.0% | 11.452% | |
2/13/2025 | Raymond James Financial Inc. | 230,029 | $24.83M | 0.0% | N/A | 3.539% | |
2/13/2025 | Faithward Advisors LLC | 181,415 | $19.59M | 3.3% | +5.5% | 2.791% | |
2/13/2025 | Straightline Group LLC | 163,332 | $17.63M | 11.6% | N/A | 2.513% | |
2/13/2025 | Envestnet Asset Management Inc. | 124,286 | $13.42M | 0.0% | +17.7% | 1.912% | |
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2/13/2025 | Wells Fargo & Company MN | 150,367 | $16.23M | 0.0% | +38.1% | 2.313% | |
2/12/2025 | Maridea Wealth Management LLC | 10,226 | $1.10M | 0.4% | N/A | 0.157% | |
2/12/2025 | JPMorgan Chase & Co. | 11,053 | $1.19M | 0.0% | -79.3% | 0.170% | |
2/12/2025 | PKS Advisory Services LLC | 2,468 | $266K | 0.1% | N/A | 0.038% | |
2/11/2025 | LPL Financial LLC | 27,150 | $2.93M | 0.0% | +1.2% | 0.418% | |
2/11/2025 | Fortis Capital Management LLC | 13,442 | $1.45M | 0.3% | +6.1% | 0.207% | |
2/11/2025 | Arvest Investments Inc. | 102,039 | $11.02M | 1.8% | -1.1% | 1.570% | |
2/10/2025 | Thrivent Financial for Lutherans | 2,162 | $233K | 0.0% | N/A | 0.033% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 9,540 | $1.03M | 0.1% | +90.0% | 0.147% | |
2/10/2025 | Montis Financial LLC | 17,111 | $1.85M | 0.6% | N/A | 0.263% | |