5/16/2025 | HFM Investment Advisors LLC | 11,720 | $675K | 0.2% | N/A | 0.029% | |
5/16/2025 | Jones Financial Companies Lllp | 666 | $38K | 0.0% | -61.9% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 9,254 | $533K | 0.0% | +10.2% | 0.023% | |
5/16/2025 | Integrated Wealth Concepts LLC | 18,241 | $1.05M | 0.0% | -8.0% | 0.045% | |
5/12/2025 | SouthState Corp | 13,407 | $772K | 0.0% | +3,337.7% | 0.033% | |
5/9/2025 | Wealthspire Advisors LLC | 8,802 | $507K | 0.0% | +91.8% | 0.022% | |
5/8/2025 | Wealthquest Corp | 4,998 | $288K | 0.0% | -9.4% | 0.012% | |
5/7/2025 | Integrated Investment Consultants LLC | 297,294 | $17.12M | 2.4% | N/A | 0.740% | |
5/7/2025 | BlueStem Wealth Partners LLC | 73,894 | $4.25M | 0.6% | -3.9% | 0.183% | |
5/7/2025 | Nvwm LLC | 8,638 | $497K | 0.1% | +23.1% | 0.021% | |
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5/6/2025 | IMA Advisory Services Inc. | 34,278 | $1.96M | 0.2% | -0.6% | 0.085% | |
4/30/2025 | Cornerstone Planning Group LLC | 5,947 | $335K | 0.1% | -12.8% | 0.015% | |
4/29/2025 | Bank of New York Mellon Corp | 56,243 | $3.24M | 0.0% | -57.0% | 0.139% | |
4/29/2025 | Wayfinding Financial LLC | 1,860 | $107K | 0.0% | N/A | 0.005% | |
4/29/2025 | Columbia River Financial Group LLC | 797 | $45K | 0.0% | N/A | 0.002% | |
4/25/2025 | WestEnd Advisors LLC | 97,105 | $5.59M | 0.1% | -60.6% | 0.241% | |
4/24/2025 | Sunbelt Securities Inc. | 7,284 | $419K | 0.0% | -3.6% | 0.018% | |
4/23/2025 | Western Wealth Management LLC | 4,048 | $233K | 0.0% | -11.0% | 0.010% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 29,518 | $1.70M | 0.1% | +33.6% | 0.073% | |
4/17/2025 | NBT Bank N A NY | 96,917 | $5.58M | 0.4% | +3.1% | 0.248% | |
4/17/2025 | Janney Montgomery Scott LLC | 39,668 | $2.28M | 0.0% | -85.5% | 0.101% | |
4/15/2025 | CX Institutional | 8,037 | $463K | 0.0% | N/A | 0.021% | |
4/14/2025 | Farther Finance Advisors LLC | 6,249 | $361K | 0.0% | +140.4% | 0.016% | |
4/9/2025 | Lbmc Investment Advisors LLC | 74,955 | $4.32M | 0.3% | -3.1% | 0.191% | |
4/7/2025 | AdvisorNet Financial Inc | 10,231 | $589K | 0.0% | +9.5% | 0.026% | |
2/24/2025 | Ameriflex Group Inc. | 14,196 | $830K | 0.4% | N/A | 0.039% | |
2/19/2025 | Orin Green Financial LLC | 7,885 | $452K | 0.2% | +5.1% | 0.022% | |
2/18/2025 | Sunbelt Securities Inc. | 7,555 | $433K | 0.0% | -15.6% | 0.021% | |
2/18/2025 | GTS Securities LLC | 20,024 | $1.15M | 0.1% | +180.0% | 0.055% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 42,892 | $2.46M | 0.0% | -10.9% | 0.118% | |
2/18/2025 | First Heartland Consultants Inc. | 5,148 | $295K | 0.0% | +9.4% | 0.014% | |
2/18/2025 | Continuum Advisory LLC | 624 | $36K | 0.0% | N/A | 0.002% | |
2/17/2025 | Waverly Advisors LLC | 258,466 | $14.82M | 0.2% | +4.2% | 0.714% | |
2/17/2025 | Weitzel Financial Services Inc. | 13,137 | $756K | 0.4% | +22.8% | 0.036% | |
2/17/2025 | Visionary Wealth Advisors | 34,095 | $1.95M | 0.1% | -2.0% | 0.094% | |
2/17/2025 | Salus Financial Advisors LLC | 4,402 | $252K | 0.2% | N/A | 0.012% | |
2/17/2025 | Sentinus LLC | 24,766 | $1.42M | 0.4% | +8.8% | 0.068% | |
2/17/2025 | Royal Bank of Canada | 258,497 | $14.82M | 0.0% | +35.3% | 0.714% | |
2/17/2025 | Napa Wealth Management | 9,737 | $557K | 0.2% | -24.7% | 0.027% | |
2/17/2025 | Focus Partners Wealth | 50,597 | $2.90M | 0.0% | N/A | 0.140% | |
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2/17/2025 | Cetera Investment Advisers | 42,689 | $2.45M | 0.0% | +27.5% | 0.118% | |
2/17/2025 | Cahill Financial Advisors Inc. | 40,749 | $2.34M | 0.3% | -0.7% | 0.113% | |
2/17/2025 | Captrust Financial Advisors | 23,351 | $1.34M | 0.0% | -6.1% | 0.065% | |
2/17/2025 | Bank of America Corp DE | 653,435 | $37.46M | 0.0% | +13.0% | 1.805% | |
2/17/2025 | Benjamin Edwards Inc. | 11,264 | $646K | 0.0% | N/A | 0.031% | |
2/17/2025 | Ameriprise Financial Inc. | 59,743 | $3.42M | 0.0% | +45.9% | 0.165% | |
2/17/2025 | Aptus Capital Advisors LLC | 1,830 | $105K | 0.0% | +41.0% | 0.005% | |
2/17/2025 | Apex Wealth Management LLC | 3,557 | $204K | 0.2% | N/A | 0.010% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 15,647 | $897K | 0.0% | +14.2% | 0.043% | |
2/14/2025 | Comerica Bank | 37,178 | $2.13M | 0.0% | +616.3% | 0.103% | |
2/14/2025 | Lido Advisors LLC | 5,846 | $335K | 0.0% | -3.8% | 0.016% | |
2/14/2025 | Bellwether Advisors LLC | 4,971 | $285K | 0.1% | +25.3% | 0.014% | |
2/14/2025 | Piedmont Capital Management LLC | 23,216 | $1.33M | 0.8% | -0.9% | 0.064% | |
2/14/2025 | Prosperity Consulting Group LLC | 48,579 | $2.79M | 0.2% | +6.9% | 0.134% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 310,923 | $17.82M | 0.1% | -0.2% | 0.859% | |
2/14/2025 | Integrated Wealth Concepts LLC | 19,835 | $1.14M | 0.0% | +19.4% | 0.055% | |
2/14/2025 | Canal Capital Management LLC | 5,968 | $342K | 0.1% | -5.2% | 0.016% | |
2/14/2025 | OneDigital Investment Advisors LLC | 5,503 | $315K | 0.0% | N/A | 0.015% | |
2/14/2025 | Stifel Financial Corp | 309,474 | $17.74M | 0.0% | +425.8% | 0.855% | |
2/14/2025 | TD Waterhouse Canada Inc. | 1,609 | $92K | 0.0% | +164.2% | 0.004% | |
2/14/2025 | Transce3nd LLC | 960 | $55K | 0.0% | N/A | 0.003% | |
2/14/2025 | GeoWealth Management LLC | 69,393 | $3.98M | 0.1% | -59.9% | 0.192% | |
2/13/2025 | Zacks Investment Management | 12,585 | $721K | 0.0% | N/A | 0.035% | |
2/13/2025 | NewEdge Advisors LLC | 8,397 | $481K | 0.0% | -2.1% | 0.023% | |
2/13/2025 | United Capital Financial Advisors LLC | 21,334 | $1.22M | 0.0% | +4.5% | 0.059% | |
2/13/2025 | Cahaba Wealth Management Inc. | 11,469 | $657K | 0.1% | -12.6% | 0.032% | |
2/13/2025 | Mariner LLC | 13,522 | $775K | 0.0% | +2.7% | 0.037% | |
2/13/2025 | Sagespring Wealth Partners LLC | 6,498 | $372K | 0.0% | N/A | 0.018% | |
2/13/2025 | Aquire Wealth Advisors LLC | 4,671 | $268K | 0.1% | +5.6% | 0.013% | |
2/13/2025 | Rockefeller Capital Management L.P. | 15,404 | $883K | 0.0% | -1.3% | 0.043% | |
2/13/2025 | Integrity Financial Corp WA | 25,339 | $1.45M | 0.8% | -1.5% | 0.070% | |
2/13/2025 | First Foundation Advisors | 74,880 | $4.29M | 0.2% | +3.9% | 0.207% | |
2/13/2025 | Redwood Park Advisors LLC | 804 | $46K | 0.0% | N/A | 0.002% | |
2/13/2025 | Mountain Capital Investment Advisors Inc. | 9,437 | $545K | 0.1% | -20.5% | 0.026% | |
2/13/2025 | TRUE Private Wealth Advisors | 114,451 | $6.56M | 0.8% | +1.6% | 0.316% | |
2/13/2025 | Renaissance Technologies LLC | 47,100 | $2.70M | 0.0% | +77.7% | 0.130% | |
2/13/2025 | Bank of Montreal Can | 20,806 | $1.19M | 0.0% | +13.3% | 0.057% | |
2/13/2025 | Cerity Partners LLC | 13,964 | $800K | 0.0% | +15.8% | 0.039% | |
2/13/2025 | Waterloo Capital L.P. | 15,946 | $914K | 0.1% | +44.1% | 0.044% | |
2/13/2025 | Envestnet Asset Management Inc. | 165,474 | $9.49M | 0.0% | +340.5% | 0.457% | |
2/13/2025 | Wells Fargo & Company MN | 1,999,890 | $114.63M | 0.0% | +424.8% | 5.525% | |
2/12/2025 | Atlas Capital Advisors Inc. | 3,367 | $193K | 0.0% | -38.4% | 0.009% | |
2/12/2025 | World Investment Advisors | 10,366 | $594K | 0.0% | +16.3% | 0.029% | |
2/12/2025 | Nicolet Advisory Services LLC | 6,431 | $364K | 0.0% | -4.3% | 0.018% | |
2/12/2025 | Martin Worley Group | 18,814 | $1.08M | 0.7% | N/A | 0.052% | |
2/12/2025 | National Bank of Canada FI | 29,484 | $1.69M | 0.0% | +18.6% | 0.081% | |
2/12/2025 | Boston Research & Management Inc. | 8,449 | $484K | 0.1% | -2.2% | 0.023% | |
2/12/2025 | Life Planning Partners Inc | 113,838 | $6.53M | 0.9% | N/A | 0.314% | |
2/12/2025 | RWA Wealth Partners LLC | 61,707 | $3.54M | 0.0% | +3.1% | 0.170% | |
2/12/2025 | JPMorgan Chase & Co. | 681,814 | $39.08M | 0.0% | -105.7% | 1.883% | |
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2/12/2025 | Worth Financial Advisory Group LLC | 28,023 | $1.61M | 1.0% | -16.3% | 0.077% | |
2/12/2025 | Ausdal Financial Partners Inc. | 4,923 | $282K | 0.0% | -4.8% | 0.014% | |
2/11/2025 | Syverson Strege & Co | 4,626 | $265K | 0.1% | +11.6% | 0.013% | |
2/11/2025 | Hershey Financial Advisers LLC | 17,887 | $1.03M | 0.9% | N/A | 0.049% | |
2/11/2025 | LPL Financial LLC | 378,603 | $21.70M | 0.0% | +8.8% | 1.046% | |
2/11/2025 | Millstone Evans Group LLC | 3,901 | $224K | 0.2% | N/A | 0.011% | |
2/11/2025 | HUB Investment Partners LLC | 6,383 | $366K | 0.0% | N/A | 0.018% | |
2/10/2025 | IMG Wealth Management Inc. | 23,312 | $1.34M | 1.2% | N/A | 0.064% | |
2/10/2025 | Gallacher Capital Management LLC | 35,093 | $2.01M | 1.0% | +210.1% | 0.097% | |
2/10/2025 | Harbour Investments Inc. | 32,344 | $1.85M | 0.1% | +0.6% | 0.089% | |