5/1/2025 | CWM LLC | 17,659 | $814K | 0.0% | +203.0% | 0.068% | |
5/1/2025 | Iron Horse Wealth Management LLC | 336,831 | $15.53M | 5.0% | -29.7% | 1.302% | |
5/1/2025 | Stephens Inc. AR | 10,625 | $490K | 0.0% | -24.0% | 0.041% | |
4/30/2025 | Sharkey Howes & Javer | 258,539 | $11.92M | 1.7% | -1.8% | 0.999% | |
4/30/2025 | Allworth Financial LP | 2,492 | $114K | 0.0% | -9.0% | 0.010% | |
4/29/2025 | Envestnet Asset Management Inc. | 795,865 | $36.70M | 0.0% | +17.4% | 3.076% | |
4/29/2025 | Sutton Place Investors LLC | 8,409 | $388K | 0.3% | -9.3% | 0.033% | |
4/28/2025 | Rosenberg Matthew Hamilton | 1,977 | $91K | 0.0% | +33.5% | 0.008% | |
4/28/2025 | Strategic Financial Concepts LLC | 30,832 | $1.42M | 0.3% | -3.5% | 0.119% | |
4/28/2025 | Private Trust Co. NA | 4,397 | $203K | 0.0% | +14.1% | 0.017% | |
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4/23/2025 | Perigon Wealth Management LLC | 6,522 | $301K | 0.0% | -56.3% | 0.025% | |
4/22/2025 | 5T Wealth LLC | 13,165 | $607K | 0.3% | +158.1% | 0.046% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 389,386 | $17.96M | 0.1% | +28.1% | 1.349% | |
4/22/2025 | Cobblestone Asset Management LLC | 20,641 | $952K | 0.6% | +54.5% | 0.071% | |
4/22/2025 | Continuum Wealth Advisors LLC | 14,127 | $651K | 0.3% | +1.6% | 0.049% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,368 | $386K | 0.0% | -54.4% | 0.029% | |
4/21/2025 | MN Wealth Advisors LLC | 17,030 | $785K | 0.5% | -5.4% | 0.059% | |
4/17/2025 | Janney Montgomery Scott LLC | 523,436 | $24.14M | 0.1% | +19.0% | 1.813% | |
4/17/2025 | Lockerman Financial Group Inc. | 27,120 | $1.25M | 1.9% | +21.5% | 0.094% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,806 | $314K | 0.0% | -16.5% | 0.024% | |
4/16/2025 | Goldstone Financial Group LLC | 174,951 | $8.07M | 1.2% | +5.4% | 0.606% | |
4/16/2025 | Kelly Financial Group LLC | 74,650 | $3.44M | 0.6% | -16.3% | 0.259% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 10,014 | $456K | 0.2% | +27.4% | 0.035% | |
4/14/2025 | Farther Finance Advisors LLC | 1,008 | $46K | 0.0% | +121.5% | 0.003% | |
4/10/2025 | ACT Advisors LLC. | 44,941 | $2.07M | 1.1% | +1.4% | 0.156% | |
4/10/2025 | Wealth Alliance Advisory Group LLC | 258,425 | $11.92M | 2.5% | -9.8% | 0.895% | |
4/10/2025 | Apella Capital LLC | 39,631 | $1.81M | 0.1% | -25.5% | 0.137% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 7,485 | $345K | 0.0% | -27.6% | 0.026% | |
4/10/2025 | CGN Advisors LLC | 133,633 | $6.16M | 0.6% | -11.4% | 0.463% | |
4/4/2025 | Legacy Private Trust Co. | 51,790 | $2.39M | 0.2% | -30.7% | 0.179% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,148 | $368K | 0.0% | +10.8% | 0.024% | |
2/25/2025 | Heck Capital Advisors LLC | 158,784 | $7.17M | 0.4% | N/A | 0.443% | |
2/21/2025 | Ascent Group LLC | 9,142 | $413K | 0.0% | -49.5% | 0.025% | |
2/17/2025 | Cetera Investment Advisers | 221,760 | $10.02M | 0.0% | +12.6% | 0.618% | |
2/17/2025 | Citadel Advisors LLC | 92,863 | $4.20M | 0.0% | +126.6% | 0.259% | |
2/17/2025 | Bank of America Corp DE | 22,231 | $1.00M | 0.0% | +15.2% | 0.062% | |
2/17/2025 | Ameriprise Financial Inc. | 8,237 | $372K | 0.0% | N/A | 0.023% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 26,815 | $1.21M | 0.0% | -4.4% | 0.075% | |
2/14/2025 | Jane Street Group LLC | 206,292 | $9.32M | 0.0% | +591.2% | 0.575% | |
2/14/2025 | Berger Financial Group Inc | 486,936 | $22M | 1.5% | +8.6% | 1.358% | |
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2/14/2025 | MML Investors Services LLC | 41,255 | $1.86M | 0.0% | -2.9% | 0.115% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 10,830 | $490K | 0.0% | +23.9% | 0.030% | |
2/13/2025 | CreativeOne Wealth LLC | 18,900 | $854K | 0.0% | -27.7% | 0.053% | |
2/13/2025 | Raymond James Financial Inc. | 17,222 | $778K | 0.0% | N/A | 0.048% | |
2/13/2025 | Envestnet Asset Management Inc. | 677,758 | $30.62M | 0.0% | -5.2% | 1.889% | |
2/12/2025 | Nicolet Advisory Services LLC | 31,942 | $1.43M | 0.1% | -9.4% | 0.089% | |
2/12/2025 | OLD Mission Capital LLC | 30,184 | $1.36M | 0.0% | N/A | 0.084% | |
2/12/2025 | JPMorgan Chase & Co. | 14,096,950 | $636.90M | 0.0% | -3.0% | 39.300% | |
2/11/2025 | LPL Financial LLC | 2,032,437 | $91.83M | 0.0% | +14.2% | 5.666% | |
2/10/2025 | Clearwater Capital Advisors LLC | 944,762 | $42.68M | 4.2% | +7.8% | 2.634% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 18,370 | $830K | 0.0% | -3.1% | 0.051% | |
2/10/2025 | Commonwealth Equity Services LLC | 4,652 | $210K | 0.0% | N/A | 0.013% | |
2/7/2025 | HighTower Advisors LLC | 200,202 | $9.05M | 0.0% | -54.6% | 0.558% | |
2/6/2025 | Raymond James Financial Inc. | 17,222 | $778K | 0.0% | N/A | 0.048% | |
2/6/2025 | Triad Wealth Partners LLC | 48,273 | $2.18M | 0.8% | N/A | 0.135% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 7,137 | $322K | 0.0% | -40.3% | 0.020% | |
2/6/2025 | Kelly Financial Group LLC | 89,224 | $4.05M | 1.4% | N/A | 0.249% | |
2/5/2025 | Bailard Inc. | 44,206 | $2.00M | 0.1% | +1.6% | 0.123% | |
2/5/2025 | Sharkey Howes & Javer | 263,367 | $11.90M | 1.7% | -15.4% | 0.734% | |
2/5/2025 | Bouchey Financial Group Ltd | 4,721 | $213K | 0.0% | N/A | 0.013% | |
2/4/2025 | Continuum Wealth Advisors LLC | 13,906 | $628K | 0.3% | -7.5% | 0.039% | |
2/4/2025 | Twin Peaks Wealth Advisors LLC | 7,860 | $355K | 0.1% | -13.7% | 0.022% | |
2/4/2025 | World Equity Group Inc. | 6,600 | $298K | 0.1% | N/A | 0.018% | |
2/3/2025 | Private Advisor Group LLC | 5,127 | $232K | 0.0% | +19.1% | 0.014% | |
1/31/2025 | 5T Wealth LLC | 5,101 | $230K | 0.1% | N/A | 0.014% | |
1/30/2025 | MN Wealth Advisors LLC | 17,993 | $813K | 0.5% | -31.0% | 0.050% | |
1/30/2025 | Strategic Financial Concepts LLC | 31,940 | $1.44M | 0.0% | +266.2% | 0.089% | |
1/29/2025 | Avestar Capital LLC | 9,428 | $428K | 0.0% | N/A | 0.026% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 5,725 | $259K | 0.0% | -24.9% | 0.016% | |
1/28/2025 | Strategic Financial Concepts LLC | 437,512 | $19.77M | 0.0% | +4,916.8% | 1.220% | |
1/28/2025 | Iron Horse Wealth Management LLC | 479,434 | $21.66M | 7.3% | +3.7% | 1.337% | |
1/24/2025 | Sutton Place Investors LLC | 9,275 | $419K | 0.2% | -43.2% | 0.026% | |
1/22/2025 | Perigon Wealth Management LLC | 14,930 | $675K | 0.0% | N/A | 0.042% | |
1/22/2025 | Cobblestone Asset Management LLC | 13,363 | $604K | 0.4% | -5.7% | 0.037% | |
1/21/2025 | Geneos Wealth Management Inc. | 12,111 | $547K | 0.0% | +9.6% | 0.034% | |
1/17/2025 | Janney Montgomery Scott LLC | 439,804 | $19.87M | 0.1% | -34.8% | 1.226% | |
1/15/2025 | Wealth Alliance Advisory Group LLC | 286,532 | $12.95M | 2.7% | +0.9% | 0.799% | |
1/15/2025 | CGN Advisors LLC | 150,829 | $6.81M | 0.7% | -11.0% | 0.420% | |
1/15/2025 | Goldstone Financial Group LLC | 166,037 | $7.50M | 1.2% | +20.0% | 0.463% | |
1/14/2025 | Apella Capital LLC | 53,178 | $2.40M | 0.1% | -21.9% | 0.148% | |
1/14/2025 | Park Avenue Securities LLC | 90,659 | $4.10M | 0.0% | +4.9% | 0.253% | |
1/14/2025 | Rosenberg Matthew Hamilton | 1,481 | $67K | 0.0% | N/A | 0.004% | |
1/13/2025 | ACT Advisors LLC. | 44,338 | $2.00M | 1.1% | -9.5% | 0.124% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 7,779 | $368K | 0.0% | +5.8% | 0.022% | |
1/8/2025 | Legacy Private Trust Co. | 74,751 | $3.38M | 0.2% | +19.3% | 0.208% | |
12/26/2024 | JPMorgan Chase & Co. | 14,534,538 | $687.77M | 0.1% | +12.9% | 40.520% | |
11/15/2024 | MML Investors Services LLC | 42,472 | $2.01M | 0.0% | +15.4% | 0.118% | |
11/15/2024 | Jane Street Group LLC | 29,844 | $1.41M | 0.0% | -73.8% | 0.083% | |
11/15/2024 | HighTower Advisors LLC | 440,693 | $20.86M | 0.0% | +3.4% | 1.229% | |
11/15/2024 | Ascent Group LLC | 18,090 | $856K | 0.1% | +14.5% | 0.050% | |
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11/14/2024 | Flow Traders U.S. LLC | 19,455 | $921K | 0.0% | -53.5% | 0.054% | |
11/14/2024 | CreativeOne Wealth LLC | 26,157 | $1.24M | 0.0% | +2.7% | 0.073% | |
11/12/2024 | Nicolet Advisory Services LLC | 35,257 | $1.66M | 0.2% | -3.1% | 0.098% | |
11/6/2024 | Kovack Advisors Inc. | 4,680 | $221K | 0.0% | -74.5% | 0.013% | |
11/5/2024 | Empower Advisory Group LLC | 13,891 | $657K | 0.0% | N/A | 0.039% | |
11/5/2024 | Verus Capital Partners LLC | 9,741 | $461K | 0.0% | -6.5% | 0.027% | |
11/1/2024 | Bensler LLC | 5,539 | $262K | 0.0% | -98.4% | 0.015% | |
10/31/2024 | JB Capital LLC | 6,014 | $285K | 0.0% | N/A | 0.017% | |
10/29/2024 | Janney Montgomery Scott LLC | 674,826 | $31.93M | 0.1% | +18.2% | 1.881% | |
10/29/2024 | Farther Finance Advisors LLC | 1,055 | $50K | 0.0% | -48.5% | 0.003% | |