5/2/2025 | Graypoint LLC | 141,173 | $2.37M | 0.1% | +8.9% | 0.159% | |
5/2/2025 | Larson Financial Group LLC | 17,073 | $286K | 0.0% | +5.3% | 0.019% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 65,724 | $1.10M | 0.0% | N/A | 0.074% | |
5/1/2025 | Bleakley Financial Group LLC | 23,244 | $390K | 0.0% | +11.0% | 0.026% | |
5/1/2025 | Stephens Inc. AR | 28,475 | $477K | 0.0% | +7.6% | 0.032% | |
4/30/2025 | Cerity Partners LLC | 35,879 | $601K | 0.0% | +5.3% | 0.041% | |
4/30/2025 | CFO4Life Group LLC | 14,712 | $247K | 0.0% | N/A | 0.017% | |
4/30/2025 | Bridges Investment Management Inc. | 96,752 | $1.62M | 0.0% | +15.2% | 0.109% | |
4/30/2025 | Moloney Securities Asset Management LLC | 10,117 | $170K | 0.0% | N/A | 0.011% | |
4/30/2025 | Stratos Wealth Partners LTD. | 188,707 | $3.16M | 0.0% | -38.1% | 0.213% | |
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4/30/2025 | Crossmark Global Holdings Inc. | 14,176 | $238K | 0.0% | N/A | 0.016% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 26,925 | $451K | 0.0% | N/A | 0.030% | |
4/29/2025 | Envestnet Asset Management Inc. | 286,993 | $4.81M | 0.0% | -20.2% | 0.324% | |
4/29/2025 | Concurrent Investment Advisors LLC | 15,857 | $266K | 0.0% | N/A | 0.018% | |
4/29/2025 | World Investment Advisors | 28,671 | $481K | 0.0% | +5.9% | 0.032% | |
4/29/2025 | Silver Oak Securities Incorporated | 18,315 | $309K | 0.0% | +8.0% | 0.021% | |
4/28/2025 | D.A. Davidson & CO. | 11,920 | $200K | 0.0% | N/A | 0.013% | |
4/25/2025 | Albion Financial Group UT | 46,941 | $787K | 0.1% | N/A | 0.053% | |
4/25/2025 | Shilanski & Associates Inc. | 200,009 | $3.35M | 1.0% | +1.1% | 0.226% | |
4/25/2025 | Naviter Wealth LLC | 59,738 | $1.01M | 0.1% | +95.3% | 0.067% | |
4/24/2025 | Beacon Financial Advisory LLC | 21,443 | $359K | 0.1% | +3.9% | 0.024% | |
4/23/2025 | Spire Wealth Management | 92,250 | $1.55M | 0.0% | +13.3% | 0.104% | |
4/23/2025 | Mission Hills Financial Advisory LLC | 865,597 | $14.51M | 10.1% | +7.5% | 0.977% | |
4/23/2025 | International Assets Investment Management LLC | 66,546 | $1.12M | 0.0% | +46.2% | 0.075% | |
4/23/2025 | Consolidated Portfolio Review Corp | 83,201 | $1.39M | 0.2% | -9.0% | 0.094% | |
4/23/2025 | Oppenheimer & Co. Inc. | 14,347 | $240K | 0.0% | -16.2% | 0.016% | |
4/22/2025 | TrueMark Investments LLC | 224,919 | $3.77M | 1.0% | +1,108.7% | 0.254% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 113,571 | $1.90M | 0.0% | +25.3% | 0.128% | |
4/22/2025 | First PREMIER Bank | 34,581 | $579K | 0.1% | +3.7% | 0.039% | |
4/22/2025 | Register Financial Advisors LLC | 19,523 | $327K | 0.2% | +14.8% | 0.022% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 29,754 | $502K | 0.1% | -30.3% | 0.034% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 175,838 | $2.91M | 0.1% | +15.5% | 0.199% | |
4/17/2025 | Sowell Financial Services LLC | 45,552 | $763K | 0.0% | +11.6% | 0.051% | |
4/17/2025 | Janney Montgomery Scott LLC | 200,176 | $3.36M | 0.0% | -3.5% | 0.226% | |
4/17/2025 | Sound Income Strategies LLC | 5,428 | $91K | 0.0% | -16.9% | 0.006% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 22,308 | $374K | 0.0% | N/A | 0.025% | |
4/15/2025 | Attessa Capital LLC | 15,522 | $260K | 0.2% | -10.0% | 0.018% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 20,762 | $348K | 0.0% | +9.4% | 0.023% | |
4/14/2025 | Great Waters Wealth Management | 12,186 | $204K | 0.0% | N/A | 0.014% | |
4/14/2025 | Centricity Wealth Management LLC | 7,230 | $121K | 0.1% | +18.2% | 0.008% | |
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4/11/2025 | IAM Advisory LLC | 27,105 | $454K | 0.1% | +6.0% | 0.031% | |
4/11/2025 | MKT Advisors LLC | 10,100 | $169K | 0.1% | -9.0% | 0.011% | |
4/11/2025 | Insight Advisors LLC PA | 24,482 | $410K | 0.1% | +100.0% | 0.028% | |
4/10/2025 | Alpha Wealth Funds LLC | 69,608 | $1.17M | 1.2% | +34.5% | 0.079% | |
4/9/2025 | Milestone Asset Management LLC | 29,300 | $491K | 0.1% | +13.1% | 0.033% | |
4/9/2025 | Future Financial Wealth Managment LLC | 96,166 | $1.61M | 1.2% | +1.8% | 0.109% | |
4/7/2025 | AdvisorNet Financial Inc | 145,741 | $2.44M | 0.2% | N/A | 0.165% | |
3/12/2025 | Centaurus Financial Inc. | 149,873 | $2.49M | 0.2% | N/A | 0.169% | |
3/10/2025 | Mattson Financial Services LLC | 3,950 | $65K | 0.0% | +46.1% | 0.004% | |
3/7/2025 | Alpha Wealth Funds LLC | 51,768 | $861K | 0.8% | N/A | 0.058% | |
2/27/2025 | Jefferies Financial Group Inc. | 19,115 | $318K | 0.0% | -6.6% | 0.022% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 27,367 | $455K | 0.0% | -26.6% | 0.042% | |
2/24/2025 | Ameriflex Group Inc. | 4,835 | $85K | 0.0% | N/A | 0.007% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 60,333 | $1.00M | 0.4% | +38.6% | 0.093% | |
2/18/2025 | Delta Investment Management LLC | 123,674 | $2.06M | 0.4% | +35.5% | 0.191% | |
2/17/2025 | Waverly Advisors LLC | 80,124 | $1.33M | 0.0% | +63.5% | 0.124% | |
2/17/2025 | Visionary Wealth Advisors | 13,644 | $227K | 0.0% | N/A | 0.021% | |
2/17/2025 | Two Sigma Investments LP | 350,300 | $5.83M | 0.0% | +17.1% | 0.541% | |
2/17/2025 | Measured Risk Portfolios Inc. | 144,513 | $2.40M | 2.5% | N/A | 0.223% | |
2/17/2025 | Napa Wealth Management | 78,043 | $1.30M | 0.6% | +36.6% | 0.121% | |
2/17/2025 | Millennium Management LLC | 206,533 | $3.44M | 0.0% | N/A | 0.319% | |
2/17/2025 | Jefferies Financial Group Inc. | 19,115 | $318K | 0.0% | -6.6% | 0.030% | |
2/17/2025 | Clark Capital Management Group Inc. | 262,213 | $4.36M | 0.0% | +2.3% | 0.405% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 12,156 | $202K | 0.0% | N/A | 0.019% | |
2/17/2025 | CoreCap Advisors LLC | 3,222 | $54K | 0.0% | +28.9% | 0.005% | |
2/17/2025 | Cetera Investment Advisers | 123,606 | $2.06M | 0.0% | +44.8% | 0.191% | |
2/17/2025 | Cary Street Partners Financial LLC | 28,193 | $469K | 0.0% | N/A | 0.044% | |
2/17/2025 | Beck Bode LLC | 22,894 | $381K | 0.1% | -25.2% | 0.035% | |
2/17/2025 | Bank of America Corp DE | 2,523,508 | $41.97M | 0.0% | +0.3% | 3.899% | |
2/14/2025 | Jane Street Group LLC | 20,286 | $337K | 0.0% | N/A | 0.031% | |
2/14/2025 | Triumph Capital Management | 25,490 | $424K | 0.1% | -2.9% | 0.039% | |
2/14/2025 | Comerica Bank | 36,637 | $609K | 0.0% | +6.7% | 0.057% | |
2/14/2025 | Lido Advisors LLC | 69,868 | $1.16M | 0.0% | -38.3% | 0.108% | |
2/14/2025 | Integrated Wealth Concepts LLC | 12,533 | $208K | 0.0% | N/A | 0.019% | |
2/14/2025 | MGO One Seven LLC | 102,507 | $1.71M | 0.1% | +330.7% | 0.158% | |
2/14/2025 | IHT Wealth Management LLC | 21,461 | $357K | 0.0% | +51.8% | 0.033% | |
2/14/2025 | Stifel Financial Corp | 413,870 | $6.88M | 0.0% | +36.6% | 0.639% | |
2/14/2025 | Seaview Investment Managers LLC | 24,796 | $412K | 0.1% | +132.5% | 0.038% | |
2/14/2025 | MML Investors Services LLC | 79,090 | $1.32M | 0.0% | +69.3% | 0.122% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 87,184 | $1.50M | 0.1% | +4.6% | 0.135% | |
2/13/2025 | NewEdge Advisors LLC | 448,241 | $7.45M | 0.0% | +21.3% | 0.692% | |
2/13/2025 | Anchor Investment Management LLC | 15,701 | $261K | 0.0% | -3.5% | 0.024% | |
2/13/2025 | CreativeOne Wealth LLC | 136,837 | $2.28M | 0.1% | N/A | 0.211% | |
2/13/2025 | Mariner LLC | 281,756 | $4.69M | 0.0% | +10.0% | 0.435% | |
2/13/2025 | Townsquare Capital LLC | 263,321 | $4.38M | 0.0% | +10.3% | 0.407% | |
2/13/2025 | Rockefeller Capital Management L.P. | 88,010 | $1.46M | 0.0% | N/A | 0.136% | |
2/13/2025 | Raymond James Financial Inc. | 332,663 | $5.53M | 0.0% | N/A | 0.514% | |
2/13/2025 | Cerity Partners LLC | 34,079 | $567K | 0.0% | +6.6% | 0.053% | |
2/13/2025 | Envestnet Asset Management Inc. | 359,678 | $5.98M | 0.0% | +19.5% | 0.556% | |
2/13/2025 | Wedbush Securities Inc. | 114,572 | $1.91M | 0.1% | +4.5% | 0.177% | |
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2/13/2025 | Wells Fargo & Company MN | 1,974,956 | $32.84M | 0.0% | +46.6% | 3.051% | |
2/12/2025 | World Investment Advisors | 27,086 | $450K | 0.0% | +48.5% | 0.042% | |
2/12/2025 | Cynosure Group LLC | 118,800 | $1.98M | 0.3% | +5.2% | 0.184% | |
2/12/2025 | DKM Wealth Management Inc. | 22,400 | $373K | 0.4% | N/A | 0.035% | |
2/12/2025 | Huntington National Bank | 5,460 | $91K | 0.0% | +27.3% | 0.008% | |
2/12/2025 | Everstar Asset Management LLC | 17,798 | $296K | 0.2% | -3.2% | 0.027% | |
2/12/2025 | CIBC Private Wealth Group LLC | 47,205 | $779K | 0.0% | -23.2% | 0.073% | |
2/12/2025 | Maridea Wealth Management LLC | 28,525 | $474K | 0.2% | N/A | 0.044% | |
2/12/2025 | Brown Brothers Harriman & Co. | 8,871 | $148K | 0.0% | N/A | 0.014% | |
2/12/2025 | Orion Portfolio Solutions LLC | 98,391 | $1.64M | 0.0% | -10.9% | 0.152% | |