5/2/2025 | Wealthfront Advisers LLC | 17,253 | $2.37M | 0.0% | -21.7% | 0.154% | |
5/2/2025 | Arcadia Investment Advisors LLC | 73,374 | $10.08M | 5.6% | -2.8% | 0.655% | |
5/2/2025 | Sigma Planning Corp | 1,880 | $258K | 0.0% | N/A | 0.017% | |
5/1/2025 | Cahaba Wealth Management Inc. | 5,417 | $744K | 0.1% | -7.2% | 0.048% | |
4/30/2025 | Principal Securities Inc. | 8,922 | $1.29M | 0.0% | +44.2% | 0.080% | |
4/30/2025 | Stratos Wealth Partners LTD. | 19,830 | $2.73M | 0.0% | -2.1% | 0.177% | |
4/29/2025 | Envestnet Asset Management Inc. | 58,752 | $8.07M | 0.0% | +10.7% | 0.525% | |
4/29/2025 | Chilton Capital Management LLC | 309 | $42K | 0.0% | -29.5% | 0.003% | |
4/29/2025 | Jackson Wealth Management LLC | 2,713 | $373K | 0.0% | -2.7% | 0.024% | |
4/29/2025 | Concurrent Investment Advisors LLC | 2,220 | $305K | 0.0% | N/A | 0.020% | |
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4/28/2025 | Reliant Wealth Planning | 186,515 | $25.63M | 11.7% | +1.9% | 1.665% | |
4/28/2025 | Clear Creek Financial Management LLC | 6,535 | $898K | 0.1% | N/A | 0.058% | |
4/25/2025 | K.J. Harrison & Partners Inc | 1,825 | $251K | 0.0% | N/A | 0.016% | |
4/24/2025 | Boyd Wealth Management LLC | 13,915 | $1.91M | 1.0% | +33.6% | 0.124% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 26,741 | $3.67M | 0.3% | +3.8% | 0.239% | |
4/23/2025 | Alpine Bank Wealth Management | 2,500 | $344K | 0.1% | N/A | 0.022% | |
4/23/2025 | First Pacific Financial | 638 | $88K | 0.0% | -75.0% | 0.006% | |
4/23/2025 | TABR Capital Management LLC | 39,164 | $5.38M | 5.6% | N/A | 0.350% | |
4/23/2025 | Valmark Advisers Inc. | 40,814 | $5.61M | 0.1% | -1.9% | 0.364% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 127,472 | $17.52M | 0.1% | +1.6% | 1.138% | |
4/22/2025 | Veridan Wealth LLC | 37,911 | $5.21M | 2.4% | +20.7% | 0.338% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 2,938 | $404K | 0.3% | -24.1% | 0.026% | |
4/21/2025 | Avior Wealth Management LLC | 8,827 | $1.21M | 0.0% | -11.4% | 0.079% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 61,679 | $8.48M | 0.0% | +2.7% | 0.551% | |
4/18/2025 | Cornerstone Wealth Management LLC | 1,805 | $248K | 0.0% | -7.5% | 0.016% | |
4/17/2025 | Dohj LLC | 189,478 | $26.04M | 5.9% | -6.0% | 1.692% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 21,445 | $2.95M | 0.0% | -6.8% | 0.191% | |
4/16/2025 | Noble Family Wealth LLC | 26,502 | $3.64M | 1.0% | -2.1% | 0.237% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 215,150 | $29.56M | 1.8% | -41.1% | 1.921% | |
4/15/2025 | Strategic Equity Management | 53,278 | $7.32M | 3.1% | -4.3% | 0.476% | |
4/14/2025 | WFA Asset Management Corp | 93,818 | $11.93M | 7.0% | +10.3% | 0.838% | |
4/14/2025 | First Citizens Bank & Trust Co. | 61,679 | $8.48M | 0.1% | +2.7% | 0.551% | |
4/14/2025 | SOA Wealth Advisors LLC. | 17,045 | $2.34M | 0.3% | +1.3% | 0.152% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 5,824 | $800K | 0.1% | -15.1% | 0.052% | |
4/14/2025 | UMB Bank n.a. | 640 | $88K | 0.0% | -15.7% | 0.006% | |
4/11/2025 | Mason & Associates LLC | 19,053 | $2.62M | 0.8% | -10.4% | 0.170% | |
4/9/2025 | Merit Financial Group LLC | 73,999 | $10.17M | 0.2% | +19.3% | 0.661% | |
4/9/2025 | NBC Securities Inc. | 191 | $26K | 0.0% | N/A | 0.002% | |
4/8/2025 | Investors Research Corp | 1,481 | $204K | 0.0% | +59.4% | 0.013% | |
4/7/2025 | Tompkins Financial Corp | 576,636 | $79.24M | 7.6% | -42.4% | 5.149% | |
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4/7/2025 | AdvisorNet Financial Inc | 542 | $74K | 0.0% | +80.7% | 0.005% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,006 | $3.33M | 0.0% | -0.8% | 0.203% | |
3/12/2025 | Centaurus Financial Inc. | 2,457 | $356K | 0.0% | +13.2% | 0.022% | |
2/25/2025 | Heck Capital Advisors LLC | 29,359 | $4.25M | 0.3% | N/A | 0.256% | |
2/25/2025 | Armis Advisers LLC | 10,948 | $1.58M | 0.2% | N/A | 0.096% | |
2/24/2025 | Great Valley Advisor Group Inc. | 23,796 | $3.44M | 0.1% | -0.3% | 0.208% | |
2/21/2025 | Prescott Group Capital Management L.L.C. | 40,795 | $5.90M | 0.8% | N/A | 0.356% | |
2/20/2025 | Michels Family Financial LLC | 2,435 | $352K | 0.3% | N/A | 0.021% | |
2/19/2025 | Richmond Investment Services LLC | 174,323 | $25.23M | 14.2% | N/A | 1.522% | |
2/17/2025 | Waverly Advisors LLC | 23,798 | $3.44M | 0.1% | N/A | 0.220% | |
2/17/2025 | Two Sigma Investments LP | 42,200 | $6.11M | 0.0% | N/A | 0.391% | |
2/17/2025 | Royal Bank of Canada | 134,460 | $19.46M | 0.0% | +22.6% | 1.245% | |
2/17/2025 | Focus Partners Wealth | 4,036 | $584K | 0.0% | N/A | 0.037% | |
2/17/2025 | Cresset Asset Management LLC | 15,237 | $2.21M | 0.0% | -69.2% | 0.141% | |
2/17/2025 | Cetera Investment Advisers | 41,045 | $5.94M | 0.0% | +18.8% | 0.380% | |
2/17/2025 | BOKF NA | 2,330 | $335K | 0.0% | N/A | 0.022% | |
2/17/2025 | Captrust Financial Advisors | 1,801 | $261K | 0.0% | -25.9% | 0.017% | |
2/17/2025 | Citadel Advisors LLC | 11,232 | $1.63M | 0.0% | +136.5% | 0.104% | |
2/17/2025 | Bank of America Corp DE | 578,252 | $83.68M | 0.0% | +40.2% | 5.354% | |
2/17/2025 | BNP Paribas Financial Markets | 111,500 | $16.14M | 0.0% | +183.7% | 1.032% | |
2/17/2025 | Ameriprise Financial Inc. | 368,365 | $53.31M | 0.0% | +3.1% | 3.411% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 5,627 | $814K | 0.0% | -11.1% | 0.052% | |
2/14/2025 | Jane Street Group LLC | 9,718 | $1.41M | 0.0% | +23.7% | 0.090% | |
2/14/2025 | Lido Advisors LLC | 257,324 | $37.24M | 0.2% | N/A | 2.383% | |
2/14/2025 | Capital Analysts LLC | 18,731 | $2.71M | 0.1% | +1.8% | 0.173% | |
2/14/2025 | Voya Investment Management LLC | 10,955 | $1.59M | 0.0% | -85.8% | 0.101% | |
2/14/2025 | Integrated Wealth Concepts LLC | 8,853 | $1.28M | 0.0% | -25.7% | 0.082% | |
2/14/2025 | Susquehanna International Group LLP | 31,932 | $4.62M | 0.0% | +277.7% | 0.296% | |
2/14/2025 | Stifel Financial Corp | 9,436 | $1.37M | 0.0% | -4.6% | 0.087% | |
2/14/2025 | Tower Research Capital LLC TRC | 766 | $111K | 0.0% | +60.3% | 0.007% | |
2/14/2025 | MML Investors Services LLC | 13,312 | $1.93M | 0.0% | +2.3% | 0.123% | |
2/14/2025 | GeoWealth Management LLC | 61,215 | $8.86M | 0.3% | +8,343.4% | 0.567% | |
2/13/2025 | CreativeOne Wealth LLC | 12,695 | $1.84M | 0.1% | +10.4% | 0.118% | |
2/13/2025 | Cahaba Wealth Management Inc. | 5,837 | $845K | 0.1% | -7.1% | 0.054% | |
2/13/2025 | SageView Advisory Group LLC | 84,774 | $12.27M | 0.5% | -5.2% | 0.785% | |
2/13/2025 | Raymond James Financial Inc. | 10,369 | $1.50M | 0.0% | N/A | 0.096% | |
2/13/2025 | Renaissance Technologies LLC | 14,300 | $2.07M | 0.0% | -10.6% | 0.132% | |
2/13/2025 | Forum Private Client Group LLC | 4,523 | $655K | 0.3% | +8.4% | 0.042% | |
2/13/2025 | Envestnet Asset Management Inc. | 53,064 | $7.68M | 0.0% | +13.4% | 0.491% | |
2/13/2025 | Wells Fargo & Company MN | 51,201 | $7.41M | 0.0% | +64.5% | 0.474% | |
2/12/2025 | Thoroughbred Financial Services LLC | 28,144 | $4.07M | 0.2% | +10.9% | 0.261% | |
2/12/2025 | National Wealth Management Group LLC | 1,850 | $268K | 0.2% | N/A | 0.017% | |
2/12/2025 | Nicollet Investment Management Inc. | 47,530 | $6.88M | 2.4% | +1.5% | 0.440% | |
2/12/2025 | National Bank of Canada FI | 10,000 | $1.45M | 0.0% | N/A | 0.093% | |
2/12/2025 | Frazier Financial Advisors LLC | 351 | $51K | 0.0% | N/A | 0.003% | |
2/12/2025 | JPMorgan Chase & Co. | 175,299 | $25.37M | 0.0% | -1.7% | 1.623% | |
2/12/2025 | Dechtman Wealth Management LLC | 24,483 | $3.54M | 0.7% | -71.5% | 0.227% | |
2/12/2025 | PKS Advisory Services LLC | 5,179 | $749K | 0.2% | N/A | 0.048% | |
2/11/2025 | LPL Financial LLC | 306,260 | $44.32M | 0.0% | +0.4% | 2.836% | |
2/11/2025 | Oxford Financial Group LTD. LLC | 30,552 | $4.42M | 0.3% | +436.3% | 0.283% | |
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2/11/2025 | FreeGulliver LLC | 200,345 | $28.99M | 13.8% | +30.4% | 1.855% | |
2/10/2025 | Cozad Asset Management Inc. | 6,676 | $966K | 0.1% | +13.8% | 0.062% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 25,751 | $3.73M | 0.3% | +6.0% | 0.238% | |
2/10/2025 | Corient Private Wealth LLC | 2,415 | $349K | 0.0% | -41.4% | 0.022% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 60,086 | $8.70M | 0.0% | -26.6% | 0.556% | |
2/10/2025 | First National Trust Co | 1,411 | $204K | 0.0% | N/A | 0.013% | |
2/10/2025 | Commonwealth Equity Services LLC | 53,222 | $7.70M | 0.0% | +7.8% | 0.493% | |
2/10/2025 | Avantax Advisory Services Inc. | 4,800 | $695K | 0.0% | +16.8% | 0.044% | |
2/7/2025 | HighTower Advisors LLC | 59,698 | $8.64M | 0.0% | -3.1% | 0.553% | |
2/7/2025 | Wealthfront Advisers LLC | 53,554 | $7.75M | 0.0% | +177.5% | 0.496% | |