7/9/2025 | Burt Wealth Advisors | 641,631 | $21.25M | 4.9% | -0.6% | 5.303% | |
5/21/2025 | Geneos Wealth Management Inc. | 5,725 | $174K | 0.0% | +8.5% | 0.067% | |
5/19/2025 | Jane Street Group LLC | 17,112 | $519K | 0.0% | -66.4% | 0.199% | |
5/16/2025 | Bell Investment Advisors Inc | 166,179 | $5.04M | 0.9% | -0.6% | 1.932% | |
5/16/2025 | Jones Financial Companies Lllp | 8,767 | $266K | 0.0% | -17.1% | 0.102% | |
5/16/2025 | AQR Capital Management LLC | 98,766 | $3.00M | 0.0% | +1.2% | 1.148% | |
5/15/2025 | Royal Bank of Canada | 8,735 | $265K | 0.0% | -9.5% | 0.102% | |
5/15/2025 | WPG Advisers LLC | 1,648 | $50K | 0.0% | N/A | 0.019% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 82,180 | $2.49M | 0.0% | -4.7% | 0.956% | |
5/14/2025 | CW Advisors LLC | 59,041 | $1.79M | 0.0% | +0.7% | 0.687% | |
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5/13/2025 | Raymond James Financial Inc. | 114,908 | $3.49M | 0.0% | +6.8% | 1.336% | |
5/13/2025 | Sei Investments Co. | 604,607 | $18.33M | 0.2% | -6.0% | 7.030% | |
5/13/2025 | Heck Capital Advisors LLC | 215,598 | $6.54M | 0.7% | -2.9% | 2.507% | |
5/12/2025 | Invesco Ltd. | 86,355 | $2.62M | 0.0% | -6.9% | 1.004% | |
5/12/2025 | Townsquare Capital LLC | 12,875 | $390K | 0.0% | +4.4% | 0.150% | |
5/9/2025 | PNC Financial Services Group Inc. | 83,486 | $2.53M | 0.0% | +0.5% | 0.971% | |
5/7/2025 | Ridgewood Investments LLC | 16,358 | $496K | 0.2% | -3.2% | 0.190% | |
5/7/2025 | LPL Financial LLC | 250,182 | $7.59M | 0.0% | +27.6% | 2.909% | |
5/7/2025 | Brown Wealth Management LLC | 13,602 | $412K | 0.1% | -5.3% | 0.158% | |
5/6/2025 | Cetera Investment Advisers | 15,111 | $458K | 0.0% | N/A | 0.176% | |
5/6/2025 | Avantax Advisory Services Inc. | 44,493 | $1.35M | 0.0% | +1.9% | 0.517% | |
5/6/2025 | PFG Advisors | 242,943 | $7.37M | 0.4% | N/A | 2.825% | |
5/5/2025 | Private Advisor Group LLC | 8,719 | $264K | 0.0% | -5.7% | 0.101% | |
5/2/2025 | Accredited Investor Services LLC | 14,322 | $434K | 0.4% | N/A | 0.167% | |
5/1/2025 | CWM LLC | 2,095 | $64K | 0.0% | -23.4% | 0.024% | |
4/30/2025 | Allworth Financial LP | 1,300 | $41K | 0.0% | N/A | 0.015% | |
4/29/2025 | Envestnet Asset Management Inc. | 81,699 | $2.48M | 0.0% | -0.5% | 0.961% | |
4/29/2025 | Bank of New York Mellon Corp | 1,079,448 | $32.73M | 0.0% | +8.3% | 12.699% | |
4/28/2025 | Revisor Wealth Management LLC | 11,683 | $354K | 0.2% | N/A | 0.137% | |
4/23/2025 | Win Advisors Inc. | 183,597 | $5.57M | 2.9% | N/A | 2.160% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,241 | $462K | 0.0% | -11.6% | 0.179% | |
4/22/2025 | Burt Wealth Advisors | 645,626 | $19.58M | 4.9% | -2.5% | 7.596% | |
4/10/2025 | Johnson & White Wealth Management LLC | 166,109 | $5.04M | 2.8% | +1.7% | 1.954% | |
4/9/2025 | Merit Financial Group LLC | 9,234 | $280K | 0.0% | N/A | 0.109% | |
4/9/2025 | McNaughton Wealth Management LLC | 15,715 | $477K | 0.2% | +2.7% | 0.185% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,327 | $204K | 0.0% | -6.2% | 0.089% | |
2/25/2025 | Heck Capital Advisors LLC | 222,128 | $6.18M | 0.4% | N/A | 1.532% | |
2/19/2025 | Richmond Investment Services LLC | 8,612 | $240K | 0.1% | N/A | 0.059% | |
2/17/2025 | Citadel Advisors LLC | 97,868 | $2.72M | 0.0% | +356.7% | 0.675% | |
2/17/2025 | Brown Wealth Management LLC | 14,356 | $399K | 0.1% | -36.3% | 0.099% | |
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2/17/2025 | Bank of America Corp DE | 105,520 | $2.94M | 0.0% | +157.9% | 0.728% | |
2/14/2025 | Jane Street Group LLC | 50,903 | $1.42M | 0.0% | -52.5% | 0.351% | |
2/14/2025 | Susquehanna International Group LLP | 134,697 | $3.75M | 0.0% | +13.2% | 0.929% | |
2/13/2025 | Mariner LLC | 9,051 | $252K | 0.0% | N/A | 0.062% | |
2/13/2025 | Townsquare Capital LLC | 12,333 | $343K | 0.0% | -46.9% | 0.085% | |
2/13/2025 | Rockefeller Capital Management L.P. | 16,380 | $456K | 0.0% | -3.9% | 0.113% | |
2/13/2025 | Raymond James Financial Inc. | 107,557 | $2.99M | 0.0% | N/A | 0.742% | |
2/13/2025 | Invesco Ltd. | 92,784 | $2.58M | 0.0% | -68.0% | 0.640% | |
2/13/2025 | Shakespeare Wealth Management LLC | 9,261 | $258K | 0.1% | -4.9% | 0.064% | |
2/13/2025 | Envestnet Asset Management Inc. | 82,135 | $2.29M | 0.0% | -12.2% | 0.566% | |
2/13/2025 | Wells Fargo & Company MN | 24,810 | $690K | 0.0% | -22.3% | 0.171% | |
2/11/2025 | Congress Wealth Management LLC DE | 58,623 | $1.63M | 0.0% | +0.6% | 0.404% | |
2/11/2025 | LPL Financial LLC | 196,071 | $5.46M | 0.0% | +2.1% | 1.352% | |
2/11/2025 | Sei Investments Co. | 643,245 | $17.90M | 0.0% | +1.2% | 4.436% | |
2/10/2025 | Commonwealth Equity Services LLC | 35,970 | $1.00M | 0.0% | -6.4% | 0.248% | |
2/7/2025 | Bell Investment Advisors Inc | 167,260 | $4.65M | 0.9% | +11.8% | 1.154% | |
2/7/2025 | PNC Financial Services Group Inc. | 83,034 | $2.31M | 0.0% | -2.3% | 0.573% | |
2/6/2025 | Raymond James Financial Inc. | 107,557 | $2.99M | 0.0% | N/A | 0.742% | |
2/6/2025 | Burt Wealth Advisors | 661,994 | $18.42M | 4.7% | -1.6% | 4.565% | |
2/6/2025 | Jones Financial Companies Lllp | 10,578 | $294K | 0.0% | +49.6% | 0.073% | |
2/4/2025 | Bank of New York Mellon Corp | 997,127 | $27.75M | 0.0% | -0.6% | 6.877% | |
2/3/2025 | WealthBridge Capital Management LLC | 12,969 | $361K | 0.1% | -17.2% | 0.089% | |
2/3/2025 | Ieq Capital LLC | 97,640 | $2.72M | 0.0% | N/A | 0.673% | |
2/3/2025 | Private Advisor Group LLC | 9,247 | $257K | 0.0% | -10.9% | 0.064% | |
1/31/2025 | Atria Wealth Solutions Inc. | 11,657 | $324K | 0.0% | N/A | 0.080% | |
1/30/2025 | Principal Securities Inc. | 2,759 | $77K | 0.0% | +46.3% | 0.019% | |
1/29/2025 | Wagner Wealth Management LLC | 10,777 | $300K | 0.1% | +3.9% | 0.074% | |
1/23/2025 | Heck Capital Advisors LLC | 222,128 | $6.18M | 0.4% | N/A | 1.532% | |
1/23/2025 | Capital Investment Advisory Services LLC | 1,300 | $36K | 0.0% | -73.4% | 0.009% | |
1/22/2025 | Armbruster Capital Management Inc. | 106,226 | $2.96M | 0.6% | +10.6% | 0.733% | |
1/21/2025 | Geneos Wealth Management Inc. | 5,275 | $147K | 0.0% | +7.9% | 0.036% | |
1/13/2025 | Johnson & White Wealth Management LLC | 163,388 | $4.54M | 2.7% | +2.4% | 1.127% | |
1/10/2025 | Ridgewood Investments LLC | 16,900 | $470K | 0.2% | -18.7% | 0.117% | |
11/15/2024 | Jane Street Group LLC | 107,127 | $3.26M | 0.0% | +5.5% | 0.739% | |
11/14/2024 | Flow Traders U.S. LLC | 71,158 | $2.17M | 0.1% | +281.8% | 0.491% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 10,231 | $311K | 0.0% | N/A | 0.071% | |
11/14/2024 | Bell Investment Advisors Inc | 149,584 | $4.55M | 0.8% | -1.2% | 1.032% | |
11/13/2024 | Avestar Capital LLC | 42,290 | $1.29M | 0.1% | -8.6% | 0.292% | |
11/13/2024 | FMR LLC | 24,524 | $746K | 0.0% | +2.4% | 0.169% | |
11/8/2024 | PNC Financial Services Group Inc. | 84,969 | $2.59M | 0.0% | -6.6% | 0.586% | |
11/8/2024 | Prospera Financial Services Inc | 8,769 | $267K | 0.0% | -11.7% | 0.060% | |
11/1/2024 | Assetmark Inc. | 2,123 | $65K | 0.0% | +234.3% | 0.015% | |
11/1/2024 | Burt Wealth Advisors | 673,088 | $20.48M | 5.0% | -1.1% | 4.642% | |
10/25/2024 | SteelPeak Wealth LLC | 14,807 | $450K | 0.0% | -3.2% | 0.102% | |
10/24/2024 | Lunt Capital Management Inc. | 21,798 | $663K | 0.3% | N/A | 0.150% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,808 | $238K | 0.0% | -38.1% | 0.054% | |
10/22/2024 | Private Advisor Group LLC | 10,384 | $316K | 0.0% | -34.9% | 0.072% | |
10/15/2024 | HTLF Bank | 289,810 | $8.82M | 1.0% | +1.2% | 1.999% | |
10/7/2024 | WealthBridge Capital Management LLC | 15,669 | $477K | 0.1% | -8.2% | 0.108% | |
10/5/2024 | Ridgewood Investments LLC | 20,778 | $632K | 0.3% | -13.6% | 0.143% | |
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10/3/2024 | Johnson & White Wealth Management LLC | 159,566 | $4.85M | 4.2% | +1.3% | 1.100% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 112,525 | $3.07M | 0.0% | -11.9% | 0.776% | |
8/14/2024 | Bank of Montreal Can | 43,751 | $1.23M | 0.0% | N/A | 0.302% | |
8/13/2024 | Sei Investments Co. | 1,099,724 | $30.01M | 0.0% | -4.6% | 7.584% | |
8/8/2024 | Envestnet Asset Management Inc. | 98,878 | $2.70M | 0.0% | +15.3% | 0.682% | |
8/8/2024 | Sykon Capital LLC | 7,660 | $209K | 0.1% | -41.2% | 0.053% | |
8/8/2024 | Bell Investment Advisors Inc | 151,382 | $4.13M | 0.8% | +0.3% | 1.044% | |
8/6/2024 | Ausdal Financial Partners Inc. | 11,257 | $307K | 0.0% | -27.2% | 0.078% | |
7/29/2024 | Ridgewood Investments LLC | 24,050 | $656K | 0.4% | +1.8% | 0.166% | |
7/26/2024 | Bank of New York Mellon Corp | 1,011,695 | $27.61M | 0.0% | -0.7% | 6.977% | |