5/1/2025 | 3EDGE Asset Management LP | 144,690 | $4.31M | 0.3% | +43.1% | 0.250% | |
4/30/2025 | Sharkey Howes & Javer | 16,806 | $497K | 0.1% | -23.8% | 0.029% | |
4/30/2025 | Cerity Partners LLC | 86,448 | $2.56M | 0.0% | -1.0% | 0.149% | |
4/30/2025 | Highview Capital Management LLC DE | 10,541 | $312K | 0.1% | -13.4% | 0.018% | |
4/29/2025 | Financial Counselors Inc. | 122,393 | $3.62M | 0.1% | +6.3% | 0.211% | |
4/29/2025 | TD Private Client Wealth LLC | 99,982 | $2.96M | 0.1% | +31.6% | 0.173% | |
4/29/2025 | Envestnet Asset Management Inc. | 613,958 | $18.16M | 0.0% | +4.0% | 1.060% | |
4/29/2025 | Meridian Investment Counsel Inc. | 72,039 | $2.13M | 0.6% | +1.6% | 0.124% | |
4/29/2025 | Bank of New York Mellon Corp | 29,057 | $859K | 0.0% | -47.6% | 0.050% | |
4/29/2025 | Avantax Planning Partners Inc. | 2,074,367 | $61.36M | 2.2% | +7.9% | 3.583% | |
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4/29/2025 | Courage Miller Partners LLC | 197,188 | $5.83M | 2.0% | +2.1% | 0.341% | |
4/29/2025 | Goelzer Investment Management Inc. | 10,785 | $319K | 0.0% | N/A | 0.019% | |
4/28/2025 | Mutual Advisors LLC | 75,433 | $2.27M | 0.1% | +16.4% | 0.130% | |
4/28/2025 | Strategic Financial Concepts LLC | 8,317 | $246K | 0.0% | -10.0% | 0.014% | |
4/28/2025 | Novem Group | 102,207 | $3.02M | 0.4% | +2.9% | 0.177% | |
4/28/2025 | Sterling Group Wealth Management LLC | 160,763 | $4.76M | 2.6% | +4.2% | 0.278% | |
4/28/2025 | RKL Wealth Management LLC | 15,544 | $460K | 0.0% | -14.1% | 0.027% | |
4/25/2025 | Lodestar Private Asset Management LLC | 747,201 | $22.10M | 2.8% | +0.9% | 1.291% | |
4/25/2025 | Koshinski Asset Management Inc. | 6,788 | $201K | 0.0% | N/A | 0.012% | |
4/24/2025 | CWC Advisors LLC. | 125,494 | $3.71M | 2.1% | N/A | 0.217% | |
4/24/2025 | Tsfg LLC | 1,969 | $58K | 0.0% | N/A | 0.003% | |
4/24/2025 | 3Chopt Investment Partners LLC | 22,696 | $671K | 0.2% | N/A | 0.039% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 423,520 | $12.62M | 0.0% | N/A | 0.731% | |
4/23/2025 | Sequoia Financial Advisors LLC | 526,868 | $15.59M | 0.1% | -3.0% | 0.913% | |
4/23/2025 | Cvfg LLC | 154,431 | $4.57M | 4.2% | +7.4% | 0.268% | |
4/23/2025 | Valmark Advisers Inc. | 144,320 | $4.27M | 0.1% | +0.9% | 0.250% | |
4/22/2025 | Masso Torrence Wealth Management Inc. | 27,606 | $817K | 0.4% | -15.8% | 0.048% | |
4/22/2025 | Center For Asset Management LLC | 7,096 | $210K | 0.1% | N/A | 0.012% | |
4/21/2025 | Brady Martz Wealth Solutions LLC | 186,156 | $5.51M | 1.2% | +0.8% | 0.323% | |
4/18/2025 | GSB Wealth Management LLC | 18,086 | $535K | 0.1% | +3.0% | 0.031% | |
4/17/2025 | Montecito Bank & Trust | 124,481 | $3.68M | 0.7% | -2.4% | 0.216% | |
4/17/2025 | Janney Montgomery Scott LLC | 7,919 | $234K | 0.0% | -21.5% | 0.014% | |
4/17/2025 | Hengehold Capital Management LLC | 1,141,745 | $33.77M | 3.2% | -0.6% | 1.979% | |
4/17/2025 | Pinion Investment Advisors LLC | 6,979 | $206K | 0.0% | N/A | 0.012% | |
4/17/2025 | Atlas Private Wealth Advisors | 544,401 | $16.10M | 2.2% | +220.2% | 0.944% | |
4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 1,188,221 | $35.15M | 0.7% | -2.1% | 2.059% | |
4/16/2025 | Opal Wealth Advisors LLC | 133,355 | $3.95M | 1.2% | +12.0% | 0.231% | |
4/16/2025 | IAG Wealth Partners LLC | 315,594 | $9.34M | 1.5% | -5.2% | 0.547% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 598,954 | $17.72M | 0.0% | -11.0% | 1.038% | |
4/15/2025 | Focus Financial Network Inc. | 91,467 | $2.71M | 0.1% | -6.4% | 0.159% | |
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4/15/2025 | Simplicity Wealth LLC | 11,972 | $354K | 0.0% | N/A | 0.021% | |
4/14/2025 | Farther Finance Advisors LLC | 2,773 | $82K | 0.0% | +13,765.0% | 0.005% | |
4/14/2025 | Priebe Wealth Holdings LLC | 95,531 | $2.83M | 1.8% | +3.3% | 0.166% | |
4/14/2025 | Capital Investment Advisors LLC | 115,858 | $3.43M | 0.1% | -3.5% | 0.201% | |
4/10/2025 | Chesley Taft & Associates LLC | 17,380 | $514K | 0.0% | +22.3% | 0.030% | |
4/10/2025 | Wealth Alliance Advisory Group LLC | 463,164 | $13.70M | 2.8% | N/A | 0.803% | |
4/10/2025 | SMI Advisory Services LLC | 17,410 | $515K | 0.1% | -2.2% | 0.030% | |
4/10/2025 | Kure Advisory LLC | 15,762 | $466K | 0.4% | N/A | 0.027% | |
4/9/2025 | Fulton Bank N.A. | 17,000 | $503K | 0.0% | -2.4% | 0.029% | |
4/9/2025 | Merit Financial Group LLC | 276,121 | $8.17M | 0.1% | +1.5% | 0.479% | |
4/9/2025 | Baker Tilly Wealth Management LLC | 19,306 | $571K | 0.2% | -24.4% | 0.033% | |
4/9/2025 | Iowa State Bank | 20,323 | $601K | 0.1% | -29.7% | 0.035% | |
4/8/2025 | Investors Research Corp | 33,527 | $992K | 0.2% | -3.2% | 0.058% | |
4/7/2025 | GAMMA Investing LLC | 11,063 | $327K | 0.0% | +2,858.0% | 0.019% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 673,315 | $18.81M | 0.0% | -14.9% | 1.183% | |
3/10/2025 | SpringVest Wealth Management LLC | 34,164 | $955K | 0.8% | N/A | 0.060% | |
2/18/2025 | GTS Securities LLC | 24,037 | $672K | 0.0% | N/A | 0.043% | |
2/18/2025 | Novem Group | 99,353 | $2.78M | 0.4% | N/A | 0.176% | |
2/18/2025 | 10Elms LLP | 7,075 | $198K | 0.2% | N/A | 0.013% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 410,028 | $11.46M | 0.2% | +84.9% | 0.728% | |
2/17/2025 | Security National Bank of SO Dak | 12,977 | $363K | 0.2% | N/A | 0.023% | |
2/17/2025 | Main Street Group LTD | 1,309 | $37K | 0.0% | -23.3% | 0.002% | |
2/17/2025 | Laraway Financial Advisors Inc | 39,031 | $1.09M | 0.8% | -2.1% | 0.069% | |
2/17/2025 | Focus Partners Wealth | 172,590 | $4.82M | 0.0% | +3.9% | 0.307% | |
2/17/2025 | Cetera Investment Advisers | 43,080 | $1.20M | 0.0% | +5.4% | 0.077% | |
2/17/2025 | Captrust Financial Advisors | 268,402 | $7.50M | 0.0% | +7.3% | 0.477% | |
2/17/2025 | Baird Financial Group Inc. | 403,705 | $11.28M | 0.0% | +5.6% | 0.717% | |
2/17/2025 | Bank of America Corp DE | 9,297,276 | $259.77M | 0.0% | +39.2% | 16.514% | |
2/17/2025 | Ameriprise Financial Inc. | 225,792 | $6.30M | 0.0% | +2.7% | 0.401% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 10,786 | $301K | 0.0% | -10.5% | 0.019% | |
2/14/2025 | Jane Street Group LLC | 133,305 | $3.73M | 0.0% | -88.1% | 0.237% | |
2/14/2025 | Comerica Bank | 1,200 | $34K | 0.0% | -71.5% | 0.002% | |
2/14/2025 | Lido Advisors LLC | 36,398 | $1.02M | 0.0% | -0.9% | 0.065% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 284,102 | $7.94M | 0.3% | -4.9% | 0.505% | |
2/14/2025 | Johnson Financial Group Inc. | 1,625 | $47K | 0.0% | N/A | 0.003% | |
2/14/2025 | Stifel Financial Corp | 54,918 | $1.53M | 0.0% | +31.2% | 0.098% | |
2/14/2025 | Tradition Wealth Management LLC | 35,314 | $987K | 0.1% | -1.7% | 0.063% | |
2/14/2025 | Mach 1 Financial Group LLC | 17,689 | $494K | 0.9% | -91.6% | 0.031% | |
2/14/2025 | First Trust Advisors LP | 8,300 | $232K | 0.0% | N/A | 0.015% | |
2/13/2025 | Tobias Financial Advisors Inc. | 195,618 | $5.47M | 1.1% | -0.2% | 0.347% | |
2/13/2025 | First Commonwealth Financial Corp PA | 14,111 | $394K | 0.1% | +5.6% | 0.025% | |
2/13/2025 | NewEdge Advisors LLC | 348,762 | $9.74M | 0.1% | +5.3% | 0.619% | |
2/13/2025 | United Capital Financial Advisors LLC | 79,433 | $2.22M | 0.0% | -4.7% | 0.141% | |
2/13/2025 | Mariner LLC | 164,204 | $4.59M | 0.0% | +15.2% | 0.292% | |
2/13/2025 | Synovus Financial Corp | 77,786 | $2.17M | 0.0% | -29.5% | 0.138% | |
2/13/2025 | Bragg Financial Advisors Inc | 39,206 | $1.10M | 0.0% | +31.1% | 0.070% | |
2/13/2025 | Rockefeller Capital Management L.P. | 49,493 | $1.38M | 0.0% | +6.4% | 0.088% | |
2/13/2025 | Raymond James Financial Inc. | 197,062 | $5.51M | 0.0% | N/A | 0.350% | |
2/13/2025 | Renaissance Group LLC | 108,215 | $3.02M | 0.1% | N/A | 0.192% | |
2/13/2025 | Bank of Montreal Can | 245,166 | $6.85M | 0.0% | -5.7% | 0.435% | |
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2/13/2025 | Cerity Partners LLC | 87,341 | $2.44M | 0.0% | -11.8% | 0.155% | |
2/13/2025 | Envestnet Asset Management Inc. | 590,285 | $16.49M | 0.0% | +61.3% | 1.048% | |
2/13/2025 | Wells Fargo & Company MN | 276,015 | $7.71M | 0.0% | -19.3% | 0.490% | |
2/12/2025 | Pitcairn Co. | 1,111,899 | $31.07M | 1.8% | -5.0% | 1.975% | |
2/12/2025 | Meridian Investment Counsel Inc. | 70,939 | $1.98M | 0.6% | +2.2% | 0.126% | |
2/12/2025 | Joseph Group Capital Management | 1,255 | $35K | 0.0% | +64.3% | 0.002% | |
2/12/2025 | Blair William & Co. IL | 4,702 | $131K | 0.0% | +16.2% | 0.008% | |
2/12/2025 | JPMorgan Chase & Co. | 195,761 | $5.47M | 0.0% | +794.9% | 0.348% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 62,248 | $1.74M | 0.0% | -2.1% | 0.111% | |
2/12/2025 | Financial Counselors Inc. | 115,097 | $3.22M | 0.0% | +0.9% | 0.204% | |