5/2/2025 | Kingsview Wealth Management LLC | 13,669 | $422K | 0.0% | N/A | 0.040% | |
4/30/2025 | DMC Group LLC | 9,588 | $296K | 0.2% | +5.1% | 0.028% | |
4/30/2025 | Moloney Securities Asset Management LLC | 7,475 | $231K | 0.0% | N/A | 0.022% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 269,000 | $8.30M | 0.8% | -13.8% | 0.789% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 142,724 | $4.40M | 0.1% | +14.2% | 0.419% | |
4/29/2025 | Richard Bernstein Advisors LLC | 2,935,795 | $90.54M | 2.2% | -5.0% | 8.609% | |
4/29/2025 | Envestnet Asset Management Inc. | 844,237 | $26.04M | 0.0% | +0.4% | 2.476% | |
4/29/2025 | Bank of New York Mellon Corp | 108,723 | $3.35M | 0.0% | -42.5% | 0.319% | |
4/25/2025 | Almanack Investment Partners LLC. | 18,310 | $565K | 0.1% | -10.2% | 0.054% | |
4/24/2025 | Patron Partners LLC | 13,772 | $425K | 0.2% | -8.7% | 0.040% | |
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4/24/2025 | Transcend Capital Advisors LLC | 54,161 | $1.67M | 0.1% | -3.5% | 0.159% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 44,750 | $1.38M | 0.0% | +19.1% | 0.132% | |
4/22/2025 | Cherry Creek Investment Advisors Inc. | 76,094 | $2.35M | 1.2% | +2.2% | 0.224% | |
4/22/2025 | Brendel Financial Advisors LLC | 149,725 | $4.62M | 2.8% | +1.2% | 0.442% | |
4/22/2025 | Advisor Resource Council | 13,463 | $381K | 0.0% | N/A | 0.040% | |
4/21/2025 | Clear Point Advisors Inc. | 96,526 | $2.98M | 2.7% | +9.6% | 0.285% | |
4/21/2025 | Blue Trust Inc. | 9,897 | $305K | 0.0% | +137.6% | 0.029% | |
4/21/2025 | Institute for Wealth Management LLC. | 6,630 | $204K | 0.0% | N/A | 0.020% | |
4/17/2025 | Inscription Capital LLC | 11,224 | $346K | 0.1% | N/A | 0.033% | |
4/17/2025 | Mason & Associates Inc | 107,384 | $3.31M | 0.8% | +56.0% | 0.317% | |
4/17/2025 | Janney Montgomery Scott LLC | 14,094 | $435K | 0.0% | -13.7% | 0.042% | |
4/17/2025 | Columbus Macro LLC | 294,831 | $9.09M | 1.2% | +1.9% | 0.870% | |
4/17/2025 | Exchange Traded Concepts LLC | 5,539 | $171K | 0.0% | -9.4% | 0.016% | |
4/17/2025 | Sound Income Strategies LLC | 2,548 | $79K | 0.0% | +343.1% | 0.008% | |
4/15/2025 | Capital Advisory Group Advisory Services LLC | 74,606 | $2.30M | 0.9% | N/A | 0.220% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 11,031 | $340K | 0.0% | +3.4% | 0.033% | |
4/15/2025 | Ibex Wealth Advisors | 119,563 | $3.69M | 0.5% | N/A | 0.353% | |
4/14/2025 | WFA Asset Management Corp | 1,500 | $46K | 0.0% | N/A | 0.004% | |
4/14/2025 | Farther Finance Advisors LLC | 2,817 | $87K | 0.0% | +85.8% | 0.008% | |
4/10/2025 | Lake Street Private Wealth LLC | 402,345 | $12.41M | 2.0% | -1.0% | 1.187% | |
4/9/2025 | HBW Advisory Services LLC | 6,878 | $212K | 0.0% | N/A | 0.020% | |
4/9/2025 | Inspirion Wealth Advisors LLC | 40,015 | $1.23M | 0.2% | +0.9% | 0.118% | |
4/9/2025 | Castle Rock Wealth Management LLC | 6,715 | $206K | 0.1% | N/A | 0.020% | |
2/19/2025 | WCG Wealth Advisors LLC | 222,739 | $5.77M | 0.4% | +3.0% | 0.490% | |
2/18/2025 | Investment Management Corp VA ADV | 4,926 | $128K | 0.1% | N/A | 0.011% | |
2/17/2025 | Royal Bank of Canada | 818,029 | $21.18M | 0.0% | +6.2% | 1.798% | |
2/17/2025 | Cetera Investment Advisers | 340,451 | $8.81M | 0.0% | -1.1% | 0.748% | |
2/17/2025 | Citadel Advisors LLC | 18,059 | $468K | 0.0% | N/A | 0.040% | |
2/17/2025 | Captrust Financial Advisors | 137,266 | $3.55M | 0.0% | +6.9% | 0.302% | |
2/17/2025 | Bank of America Corp DE | 3,847,020 | $99.60M | 0.0% | -3.3% | 8.455% | |
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2/17/2025 | Aptus Capital Advisors LLC | 56,919 | $1.47M | 0.0% | -10.3% | 0.125% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 121,287 | $3.14M | 0.0% | +184.6% | 0.267% | |
2/14/2025 | Jane Street Group LLC | 126,649 | $3.28M | 0.0% | +29.1% | 0.278% | |
2/14/2025 | Betterment LLC | 7,960 | $206K | 0.0% | N/A | 0.017% | |
2/14/2025 | MGO One Seven LLC | 8,768 | $227K | 0.0% | -8.5% | 0.019% | |
2/14/2025 | Stifel Financial Corp | 266,436 | $6.90M | 0.0% | -3.6% | 0.586% | |
2/14/2025 | MML Investors Services LLC | 204,350 | $5.29M | 0.0% | +2.1% | 0.449% | |
2/13/2025 | NewEdge Advisors LLC | 31,803 | $823K | 0.0% | +3.9% | 0.070% | |
2/13/2025 | Townsquare Capital LLC | 11,057 | $286K | 0.0% | N/A | 0.024% | |
2/13/2025 | Rockefeller Capital Management L.P. | 466,256 | $11.97M | 0.0% | -0.6% | 1.025% | |
2/13/2025 | Raymond James Financial Inc. | 49,205 | $1.27M | 0.0% | N/A | 0.108% | |
2/13/2025 | Renaissance Technologies LLC | 285,200 | $7.38M | 0.0% | +76.8% | 0.627% | |
2/13/2025 | Envestnet Asset Management Inc. | 840,860 | $21.77M | 0.0% | +0.8% | 1.848% | |
2/13/2025 | Wells Fargo & Company MN | 5,043 | $131K | 0.0% | +74.6% | 0.011% | |
2/13/2025 | Smith Moore & CO. | 28,890 | $748K | 0.1% | +9.0% | 0.063% | |
2/12/2025 | Huntington National Bank | 24,444 | $633K | 0.0% | -13.1% | 0.054% | |
2/12/2025 | Life Planning Partners Inc | 25,010 | $648K | 0.1% | N/A | 0.055% | |
2/12/2025 | JPMorgan Chase & Co. | 66,281 | $1.72M | 0.0% | +17.3% | 0.146% | |
2/11/2025 | LPL Financial LLC | 679,644 | $17.60M | 0.0% | +5.0% | 1.494% | |
2/11/2025 | Virtu Financial LLC | 50,177 | $1.30M | 0.1% | +163.6% | 0.110% | |
2/10/2025 | Corient Private Wealth LLC | 12,586 | $326K | 0.0% | +11.7% | 0.028% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 16,238 | $420K | 0.0% | -3.1% | 0.036% | |
2/10/2025 | ETF Store Inc. | 125,082 | $3.24M | 4.0% | -18.1% | 0.275% | |
2/10/2025 | Commonwealth Equity Services LLC | 115,866 | $3M | 0.0% | +31.5% | 0.255% | |
2/10/2025 | Farther Finance Advisors LLC | 1,516 | $39K | 0.0% | +33.7% | 0.003% | |
2/7/2025 | HighTower Advisors LLC | 93,439 | $2.42M | 0.0% | +15.8% | 0.205% | |
2/7/2025 | Jackson Hole Capital Partners LLC | 92,969 | $2.41M | 0.5% | +263.6% | 0.204% | |
2/6/2025 | Raymond James Financial Inc. | 49,205 | $1.27M | 0.0% | N/A | 0.108% | |
2/6/2025 | Atria Investments Inc | 22,654 | $587K | 0.0% | -14.6% | 0.050% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 101,212 | $2.62M | 0.0% | -1.4% | 0.222% | |
2/4/2025 | Richard Bernstein Advisors LLC | 3,091,364 | $80.04M | 1.8% | -2.2% | 6.794% | |
2/4/2025 | Bank of New York Mellon Corp | 189,122 | $4.90M | 0.0% | -73.2% | 0.416% | |
2/4/2025 | IFP Advisors Inc | 4,744 | $123K | 0.0% | -7.6% | 0.010% | |
2/3/2025 | Transcend Capital Advisors LLC | 56,149 | $1.45M | 0.1% | -1.6% | 0.123% | |
2/3/2025 | Ieq Capital LLC | 30,228 | $783K | 0.0% | -24.2% | 0.066% | |
2/3/2025 | Private Advisor Group LLC | 22,380 | $579K | 0.0% | -10.8% | 0.049% | |
2/3/2025 | Clear Point Advisors Inc. | 88,033 | $2.28M | 1.9% | +0.7% | 0.193% | |
1/31/2025 | Semus Wealth Partners LLC | 33,491 | $867K | 0.6% | -2.6% | 0.074% | |
1/31/2025 | BKM Wealth Management LLC | 30,786 | $797K | 0.3% | -16.6% | 0.068% | |
1/31/2025 | Venturi Wealth Management LLC | 1,188 | $31K | 0.0% | -31.4% | 0.003% | |
1/31/2025 | Sanctuary Advisors LLC | 45,585 | $1.26M | 0.0% | -2.9% | 0.100% | |
1/30/2025 | Strategic Financial Concepts LLC | 66,253 | $1.72M | 0.1% | N/A | 0.146% | |
1/30/2025 | Blue Trust Inc. | 4,165 | $108K | 0.0% | -10.7% | 0.009% | |
1/30/2025 | Life Planning Partners Inc | 25,010 | $648K | 0.0% | N/A | 0.055% | |
1/30/2025 | Financial Guidance Group Inc. | 52,523 | $1.36M | 0.7% | -11.1% | 0.115% | |
1/29/2025 | Essex Financial Services Inc. | 16,187 | $419K | 0.0% | -6.0% | 0.036% | |
1/29/2025 | Pineridge Advisors LLC | 5,780 | $150K | 0.1% | +14.5% | 0.013% | |
1/28/2025 | Strategic Financial Concepts LLC | 66,253 | $1.72M | 0.0% | N/A | 0.146% | |
1/27/2025 | Brandywine Oak Private Wealth LLC | 483,041 | $12.51M | 1.2% | +1.2% | 1.062% | |
1/27/2025 | Choreo LLC | 14,938 | $387K | 0.0% | +18.0% | 0.033% | |
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1/27/2025 | Stratos Wealth Partners LTD. | 9,084 | $235K | 0.0% | N/A | 0.020% | |
1/24/2025 | Columbus Macro LLC | 289,381 | $7.49M | 1.0% | +173.3% | 0.636% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 125,025 | $3.24M | 0.1% | +8.1% | 0.275% | |
1/24/2025 | Comprehensive Financial Consultants Institutional Inc. | 8,687 | $225K | 0.1% | +12.5% | 0.019% | |
1/24/2025 | China Universal Asset Management Co. Ltd. | 312,000 | $8.08M | 0.8% | +100.0% | 0.686% | |
1/22/2025 | Denver Wealth Management Inc. | 16,001 | $414K | 0.2% | +31.7% | 0.035% | |
1/22/2025 | Cherry Creek Investment Advisors Inc. | 74,434 | $1.93M | 0.9% | -9.8% | 0.164% | |
1/22/2025 | Blue Trust Inc. | 4,251 | $110K | 0.0% | -8.8% | 0.009% | |
1/21/2025 | Exchange Traded Concepts LLC | 6,114 | $158K | 0.0% | N/A | 0.013% | |
1/17/2025 | Janney Montgomery Scott LLC | 16,327 | $423K | 0.0% | -8.4% | 0.036% | |