5/2/2025 | Kingsview Wealth Management LLC | 5,229 | $284K | 0.0% | +16.1% | 0.007% | |
5/2/2025 | Concord Wealth Partners | 38,575 | $2.10M | 0.3% | -1.6% | 0.049% | |
5/2/2025 | Graypoint LLC | 165,515 | $9.01M | 0.6% | -2.2% | 0.210% | |
5/2/2025 | Wealthfront Advisers LLC | 8,215 | $447K | 0.0% | -94.7% | 0.010% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 2,781 | $151K | 0.0% | N/A | 0.004% | |
5/2/2025 | Sumitomo Life Insurance Co. | 248,600 | $13.53M | 0.5% | -35.0% | 0.315% | |
5/2/2025 | SBI Securities Co. Ltd. | 1,839 | $100K | 0.0% | +132.8% | 0.002% | |
5/2/2025 | Apollon Wealth Management LLC | 10,550 | $574K | 0.0% | +2.4% | 0.013% | |
5/1/2025 | 3EDGE Asset Management LP | 31,756 | $1.74M | 0.1% | N/A | 0.040% | |
5/1/2025 | Fifth Third Securities Inc. | 4,910 | $267K | 0.0% | -5.9% | 0.006% | |
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4/30/2025 | Optimum Investment Advisors | 1,300 | $71K | 0.0% | -13.3% | 0.002% | |
4/30/2025 | Valeo Financial Advisors LLC | 4,266 | $232K | 0.0% | N/A | 0.005% | |
4/30/2025 | Stratos Wealth Advisors LLC | 94,602 | $5.15M | 0.3% | +5.3% | 0.120% | |
4/30/2025 | NTV Asset Management LLC | 119,811 | $6.52M | 0.9% | N/A | 0.152% | |
4/30/2025 | Brown Advisory Inc. | 176,593 | $9.61M | 0.0% | +3.1% | 0.224% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 11,095 | $604K | 0.1% | N/A | 0.014% | |
4/30/2025 | Planning Directions Inc. | 27,722 | $1.51M | 0.6% | N/A | 0.035% | |
4/29/2025 | Envestnet Asset Management Inc. | 116,642 | $6.35M | 0.0% | +103.7% | 0.148% | |
4/29/2025 | Jackson Wealth Management LLC | 91,533 | $4.98M | 0.6% | N/A | 0.116% | |
4/29/2025 | Concurrent Investment Advisors LLC | 3,810 | $207K | 0.0% | -11.5% | 0.005% | |
4/29/2025 | Brookstone Capital Management | 418,436 | $22.77M | 0.3% | N/A | 0.531% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 175,678 | $9.56M | 0.1% | +14.8% | 0.223% | |
4/28/2025 | Able Wealth Management LLC | 3,810 | $207K | 0.1% | -16.5% | 0.005% | |
4/28/2025 | Strategic Financial Concepts LLC | 3,759 | $205K | 0.0% | -97.6% | 0.005% | |
4/28/2025 | Private Trust Co. NA | 454 | $25K | 0.0% | -39.5% | 0.001% | |
4/28/2025 | McGinn Penninger Investment Management Inc. | 3,879 | $211K | 0.1% | N/A | 0.005% | |
4/28/2025 | LFA Lugano Financial Advisors SA | 51,809 | $2.82M | 1.9% | -1.3% | 0.066% | |
4/28/2025 | Money Design Co. Ltd. | 198,626 | $10.81M | 0.5% | +25.2% | 0.252% | |
4/28/2025 | Vontobel Holding Ltd. | 153,880 | $8.37M | 0.0% | -0.1% | 0.195% | |
4/25/2025 | Koshinski Asset Management Inc. | 63,365 | $3.45M | 0.3% | +145.9% | 0.080% | |
4/25/2025 | Mmbg Investment Advisors CO. | 23,513 | $1.28M | 0.1% | -3.8% | 0.030% | |
4/25/2025 | Almanack Investment Partners LLC. | 137,494 | $7.48M | 1.5% | N/A | 0.174% | |
4/25/2025 | CFM Wealth Partners LLC | 4,526 | $246K | 0.0% | -18.5% | 0.006% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 59,350 | $3.27M | 0.0% | +98.8% | 0.075% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 3,526 | $192K | 0.0% | +360.3% | 0.004% | |
4/23/2025 | Sequoia Financial Advisors LLC | 23,180 | $1.26M | 0.0% | N/A | 0.029% | |
4/23/2025 | Perigon Wealth Management LLC | 28,868 | $1.57M | 0.0% | N/A | 0.037% | |
4/23/2025 | Spire Wealth Management | 117,091 | $6.37M | 0.2% | +11,609.1% | 0.148% | |
4/23/2025 | Golden State Equity Partners | 40,882 | $2.22M | 0.4% | +66.2% | 0.052% | |
4/23/2025 | Global Assets Advisory LLC | 50,318 | $2.61M | 0.5% | +184.2% | 0.064% | |
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4/23/2025 | Financial Enhancement Group LLC | 136,181 | $7.43M | 1.2% | N/A | 0.173% | |
4/23/2025 | Bluesphere Advisors LLC | 8,173 | $445K | 0.3% | N/A | 0.010% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 25,079 | $1.37M | 0.3% | N/A | 0.032% | |
4/23/2025 | Eagle Strategies LLC | 26,387 | $1.44M | 0.2% | N/A | 0.033% | |
4/22/2025 | Flagship Harbor Advisors LLC | 17,296 | $941K | 0.0% | -1.7% | 0.022% | |
4/22/2025 | Bright Futures Wealth Management LLC. | 7,918 | $421K | 0.4% | N/A | 0.010% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 128,380 | $6.99M | 0.0% | -3.4% | 0.163% | |
4/21/2025 | Friedenthal Financial | 2,061 | $112K | 0.1% | N/A | 0.003% | |
4/18/2025 | Global Trust Asset Management LLC | 6,480 | $353K | 0.2% | N/A | 0.008% | |
4/17/2025 | FNY Investment Advisers LLC | 1,312 | $71K | 0.0% | N/A | 0.002% | |
4/17/2025 | Janney Montgomery Scott LLC | 6,222 | $339K | 0.0% | N/A | 0.008% | |
4/17/2025 | Forefront Wealth Management Inc. | 41,873 | $2.28M | 2.1% | +0.6% | 0.051% | |
4/17/2025 | Good Life Advisors LLC | 142,883 | $7.77M | 0.5% | +13.9% | 0.173% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 19,561 | $1.06M | 0.0% | N/A | 0.024% | |
4/16/2025 | Matauro LLC | 49,598 | $2.70M | 0.5% | N/A | 0.060% | |
4/16/2025 | Bensler LLC | 298,956 | $16.27M | 2.0% | N/A | 0.362% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 2,167 | $118K | 0.0% | -28.1% | 0.003% | |
4/15/2025 | Capital Advisors Ltd. LLC | 1,254 | $68K | 0.0% | N/A | 0.002% | |
4/15/2025 | Focus Financial Network Inc. | 8,700 | $473K | 0.0% | -3.3% | 0.011% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 49,292 | $2.68M | 0.4% | -1.9% | 0.060% | |
4/14/2025 | Farther Finance Advisors LLC | 4,618 | $252K | 0.0% | +715.9% | 0.006% | |
4/14/2025 | Millington Financial Advisors LLC | 34,924 | $1.84M | 1.1% | +1.1% | 0.042% | |
4/14/2025 | Courier Capital LLC | 231,862 | $12.62M | 0.8% | +1.6% | 0.281% | |
4/11/2025 | Stablepoint Partners LLC | 23,863 | $1.30M | 0.2% | -24.5% | 0.029% | |
4/10/2025 | Cypress Wealth Services LLC | 4,887 | $266K | 0.1% | -6.9% | 0.006% | |
4/10/2025 | Clare Market Investments LLC | 4,701 | $256K | 0.1% | N/A | 0.006% | |
4/10/2025 | EWG Elevate Inc. | 18,078 | $984K | 0.4% | N/A | 0.022% | |
4/9/2025 | Fulton Bank N.A. | 8,980 | $489K | 0.0% | +5.9% | 0.011% | |
4/7/2025 | GAMMA Investing LLC | 1,088 | $59K | 0.0% | +5,340.0% | 0.001% | |
3/27/2025 | Milestone Asset Management Group LLC | 12,404 | $597K | 0.5% | N/A | 0.016% | |
2/25/2025 | Heck Capital Advisors LLC | 4,459 | $215K | 0.0% | N/A | 0.006% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 7,692 | $370K | 0.0% | -11.6% | 0.011% | |
2/19/2025 | Toronto Dominion Bank | 11,756 | $566K | 0.0% | +40.7% | 0.017% | |
2/18/2025 | GTS Securities LLC | 7,104 | $342K | 0.0% | -110.6% | 0.010% | |
2/18/2025 | Ashford Capital Management Inc. | 112,219 | $5.40M | 0.6% | -1.3% | 0.158% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 2,469 | $119K | 0.1% | N/A | 0.003% | |
2/17/2025 | Vivaldi Capital Management LP | 8,084 | $422K | 0.1% | +3.3% | 0.011% | |
2/17/2025 | Two Sigma Investments LP | 11,600 | $559K | 0.0% | +45.0% | 0.016% | |
2/17/2025 | Toronto Dominion Bank | 11,756 | $566K | 0.0% | +40.7% | 0.017% | |
2/17/2025 | Snowden Capital Advisors LLC | 16,824 | $810K | 0.0% | -10.1% | 0.024% | |
2/17/2025 | Quantinno Capital Management LP | 36,223 | $1.74M | 0.0% | +7.2% | 0.051% | |
2/17/2025 | Mmbg Investment Advisors CO. | 24,443 | $1.18M | 0.1% | -0.8% | 0.034% | |
2/17/2025 | Lazard Asset Management LLC | 20,421 | $983K | 0.0% | -48.2% | 0.029% | |
2/17/2025 | Global Assets Advisory LLC | 17,704 | $844K | 0.5% | +4.7% | 0.025% | |
2/17/2025 | Focus Partners Wealth | 24,944 | $1.21M | 0.0% | +7.8% | 0.035% | |
2/17/2025 | Circle Wealth Management LLC | 36,208 | $1.74M | 0.0% | -25.7% | 0.051% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 147,589 | $7.11M | 0.0% | +104.1% | 0.208% | |
2/17/2025 | Deutsche Bank AG | 577,210 | $27.79M | 0.0% | +6.1% | 0.815% | |
2/17/2025 | Cetera Investment Advisers | 45,047 | $2.17M | 0.0% | +4.1% | 0.064% | |
2/17/2025 | Bank of America Corp DE | 3,047,729 | $146.75M | 0.0% | +189.5% | 4.302% | |
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2/17/2025 | BNP Paribas Financial Markets | 59,545 | $2.87M | 0.0% | +81.1% | 0.084% | |
2/17/2025 | Ameriprise Financial Inc. | 28,860 | $1.39M | 0.0% | -82.4% | 0.041% | |
2/17/2025 | Alteri Wealth LLC | 5,476 | $264K | 0.1% | N/A | 0.008% | |
2/14/2025 | Comerica Bank | 5,846 | $281K | 0.0% | +16.4% | 0.008% | |
2/14/2025 | Two Sigma Securities LLC | 8,089 | $389K | 0.1% | -79.9% | 0.011% | |
2/14/2025 | Stifel Financial Corp | 39,041 | $1.88M | 0.0% | -13.4% | 0.055% | |
2/14/2025 | OneDigital Investment Advisors LLC | 5,445 | $262K | 0.0% | -25.7% | 0.008% | |
2/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 65,264 | $3.15M | 0.0% | +8.2% | 0.092% | |
2/14/2025 | MML Investors Services LLC | 99,711 | $4.80M | 0.0% | -19.2% | 0.141% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 6,049 | $292K | 0.1% | -10.0% | 0.009% | |