5/19/2025 | Jane Street Group LLC | 67,620 | $3.19M | 0.0% | N/A | 0.542% | |
5/16/2025 | HFM Investment Advisors LLC | 4,301 | $203K | 0.1% | N/A | 0.034% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 16,426 | $775K | 0.5% | +53.2% | 0.132% | |
5/16/2025 | 5th Street Advisors LLC | 429,640 | $20.28M | 9.8% | +0.9% | 3.445% | |
5/15/2025 | Promethium Advisors LLC | 34,390 | $1.62M | 1.0% | N/A | 0.276% | |
5/15/2025 | EP Wealth Advisors LLC | 1,253,794 | $59.19M | 0.5% | +2.0% | 10.054% | |
5/15/2025 | MAI Capital Management | 63,254 | $2.99M | 0.0% | -0.4% | 0.507% | |
5/15/2025 | TD Capital Management LLC | 116,059 | $5.48M | 0.6% | +46.6% | 0.931% | |
5/15/2025 | Tortoise Investment Management LLC | 9,485 | $448K | 0.0% | -9.5% | 0.076% | |
5/14/2025 | Southeast Asset Advisors LLC | 19,293 | $911K | 0.1% | +10.2% | 0.155% | |
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5/14/2025 | Barnes Wealth Management Group Inc | 4,426 | $209K | 0.1% | N/A | 0.035% | |
5/14/2025 | Tradition Wealth Management LLC | 69,024 | $3.26M | 0.3% | -19.6% | 0.554% | |
5/13/2025 | Bridgewealth Advisory Group LLC | 19,482 | $920K | 1.2% | -93.5% | 0.156% | |
5/13/2025 | HighTower Advisors LLC | 274,100 | $12.94M | 0.0% | -4.9% | 2.198% | |
5/12/2025 | Beam Wealth Advisors Inc. | 29,617 | $1.40M | 0.5% | +1.2% | 0.238% | |
5/9/2025 | Roof Eidam Maycock Peralta LLC | 305,707 | $14.43M | 3.8% | -0.9% | 2.452% | |
5/9/2025 | PNC Financial Services Group Inc. | 4,309 | $203K | 0.0% | +119.4% | 0.035% | |
5/8/2025 | BCGM Wealth Management LLC | 22,398 | $1.06M | 0.3% | +10.6% | 0.180% | |
5/7/2025 | HB Wealth Management LLC | 1,119,948 | $52.87M | 0.4% | N/A | 8.981% | |
5/6/2025 | USAdvisors Wealth Management LLC | 9,273 | $437K | 0.2% | +12.1% | 0.074% | |
5/6/2025 | Noesis Capital Mangement Corp | 63,616 | $3.00M | 0.6% | -2.8% | 0.510% | |
5/5/2025 | FAS Wealth Partners Inc. | 25,011 | $1.18M | 0.1% | +1.2% | 0.201% | |
5/2/2025 | Kingsview Wealth Management LLC | 44,866 | $2.12M | 0.0% | +0.8% | 0.362% | |
5/2/2025 | Frederick Financial Consultants LLC | 20,969 | $990K | 0.7% | N/A | 0.169% | |
5/1/2025 | CWM LLC | 706,243 | $33.34M | 0.1% | +306.7% | 5.705% | |
5/1/2025 | SkyOak Wealth LLC | 215,090 | $10.15M | 2.2% | +10.5% | 1.737% | |
4/29/2025 | Heritage Wealth Management Inc. | 50,620 | $2.39M | 0.8% | -5.3% | 0.409% | |
4/29/2025 | Envestnet Asset Management Inc. | 14,011 | $661K | 0.0% | +197.9% | 0.113% | |
4/28/2025 | D.A. Davidson & CO. | 57,336 | $2.71M | 0.0% | -0.7% | 0.463% | |
4/28/2025 | Milestone Investment Advisors LLC | 92,681 | $4.38M | 1.2% | -7.2% | 0.749% | |
4/28/2025 | Lodestone Wealth Management LLC | 13,261 | $626K | 0.3% | -39.5% | 0.107% | |
4/25/2025 | MidAtlantic Capital Management Inc. | 15,099 | $713K | 0.6% | +2.2% | 0.122% | |
4/23/2025 | Perigon Wealth Management LLC | 109,645 | $5.18M | 0.1% | +23.6% | 0.886% | |
4/23/2025 | AIFG Consultants Ltd. | 10,229 | $483K | 0.8% | +123.5% | 0.083% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,980 | $424K | 0.0% | -16.8% | 0.073% | |
4/21/2025 | Roberts Wealth Advisors LLC | 130,957 | $6.18M | 1.9% | N/A | 1.058% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,917,581 | $90.53M | 0.2% | +6.5% | 15.489% | |
4/15/2025 | Transform Wealth LLC | 164,368 | $7.76M | 0.5% | +39.4% | 1.328% | |
4/14/2025 | LexAurum Advisors LLC | 24,560 | $1.16M | 0.2% | +10.9% | 0.198% | |
4/10/2025 | CGN Advisors LLC | 4,606 | $217K | 0.0% | -23.5% | 0.035% | |
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4/8/2025 | Lowe Wealth Advisors LLC | 23,717 | $1.12M | 0.5% | +6.8% | 0.178% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,801,181 | $83.99M | 0.2% | +1,355.8% | 13.802% | |
2/21/2025 | WNY Asset Management LLC | 4,612 | $215K | 0.0% | N/A | 0.037% | |
2/17/2025 | Waverly Advisors LLC | 140,030 | $6.53M | 0.1% | +4.5% | 1.537% | |
2/17/2025 | EP Wealth Advisors LLC | 1,229,803 | $57.35M | 0.5% | +6.7% | 13.499% | |
2/17/2025 | Captrust Financial Advisors | 67,677 | $3.16M | 0.0% | +1,336.0% | 0.743% | |
2/17/2025 | Citadel Advisors LLC | 25,454 | $1.19M | 0.0% | +96.8% | 0.279% | |
2/14/2025 | FAS Wealth Partners Inc. | 24,714 | $1.15M | 0.1% | +1.2% | 0.271% | |
2/14/2025 | Bridgewealth Advisory Group LLC | 298,047 | $13.94M | 4.0% | +12.3% | 3.272% | |
2/14/2025 | Shorepoint Capital Partners LLC | 219,550 | $10.24M | 2.3% | +1.2% | 2.410% | |
2/14/2025 | Tradition Wealth Management LLC | 85,894 | $4.01M | 0.4% | -3.5% | 0.943% | |
2/14/2025 | GeoWealth Management LLC | 31,869 | $1.49M | 0.0% | -9.7% | 0.350% | |
2/13/2025 | Main Street Financial Solutions LLC | 4,465 | $208K | 0.0% | N/A | 0.049% | |
2/13/2025 | Legacy Investment Solutions LLC | 10,720 | $501K | 0.3% | -31.2% | 0.118% | |
2/13/2025 | Raymond James Financial Inc. | 30,342 | $1.42M | 0.0% | N/A | 0.333% | |
2/13/2025 | Southeast Asset Advisors LLC | 17,513 | $817K | 0.1% | +58.0% | 0.192% | |
2/13/2025 | Envestnet Asset Management Inc. | 4,704 | $219K | 0.0% | -25.7% | 0.052% | |
2/12/2025 | Milestone Investment Advisors LLC | 99,881 | $4.66M | 1.3% | +8.3% | 1.096% | |
2/12/2025 | Mosaic Financial Group LLC | 5,313 | $248K | 0.2% | N/A | 0.058% | |
2/12/2025 | Riggs Capital Management LLC | 41,501 | $1.94M | 1.9% | N/A | 0.456% | |
2/12/2025 | JPMorgan Chase & Co. | 1,217,477 | $56.77M | 0.0% | +3.1% | 13.364% | |
2/12/2025 | Ausdal Financial Partners Inc. | 33,337 | $1.56M | 0.1% | +7.0% | 0.366% | |
2/11/2025 | Interchange Capital Partners LLC | 13,600 | $634K | 0.2% | -43.2% | 0.149% | |
2/11/2025 | LPL Financial LLC | 59,202 | $2.76M | 0.0% | N/A | 0.650% | |
2/10/2025 | Thrivent Financial for Lutherans | 148,214 | $6.91M | 0.0% | +6.1% | 1.627% | |
2/7/2025 | HighTower Advisors LLC | 288,237 | $13.44M | 0.0% | -4.1% | 3.164% | |
2/7/2025 | Tortoise Investment Management LLC | 10,485 | $489K | 0.1% | -10.0% | 0.115% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,964 | $92K | 0.0% | +227.3% | 0.022% | |
2/7/2025 | Beam Wealth Advisors Inc. | 29,264 | $1.37M | 0.4% | -4.5% | 0.321% | |
2/6/2025 | Raymond James Financial Inc. | 30,342 | $1.42M | 0.0% | N/A | 0.333% | |
2/6/2025 | Jones Financial Companies Lllp | 8,692 | $405K | 0.0% | +352.9% | 0.095% | |
2/5/2025 | Heritage Wealth Management Inc. | 53,475 | $2.49M | 0.8% | -1.2% | 0.587% | |
2/5/2025 | Noesis Capital Mangement Corp | 65,471 | $3.05M | 0.6% | +3.9% | 0.719% | |
2/5/2025 | TD Capital Management LLC | 79,188 | $3.69M | 0.4% | +716.7% | 0.869% | |
2/4/2025 | BCGM Wealth Management LLC | 20,246 | $944K | 0.3% | N/A | 0.222% | |
1/31/2025 | Global Retirement Partners LLC | 29,672 | $1.38M | 0.0% | +56.5% | 0.326% | |
1/31/2025 | Vawter Financial Ltd. | 10,245 | $478K | 0.3% | +22.7% | 0.112% | |
1/31/2025 | D.A. Davidson & CO. | 57,751 | $2.69M | 0.0% | -3.0% | 0.634% | |
1/31/2025 | Sanctuary Advisors LLC | 22,407 | $1.05M | 0.0% | +7.2% | 0.246% | |
1/30/2025 | Lodestone Wealth Management LLC | 21,936 | $1.02M | 0.5% | -1.8% | 0.241% | |
1/30/2025 | MidAtlantic Capital Management Inc. | 14,778 | $689K | 0.5% | +2.8% | 0.162% | |
1/29/2025 | Gradient Capital Advisors LLC | 4,697 | $219K | 0.1% | N/A | 0.052% | |
1/29/2025 | AIFG Consultants Ltd. | 4,576 | $213K | 0.3% | N/A | 0.050% | |
1/28/2025 | Kingsview Wealth Management LLC | 44,522 | $2.08M | 0.0% | +9.9% | 0.489% | |
1/28/2025 | Lodestar Private Asset Management LLC | 18,898 | $881K | 0.1% | +3.7% | 0.207% | |
1/28/2025 | 5th Street Advisors LLC | 425,717 | $19.85M | 10.3% | +2.4% | 4.673% | |
1/27/2025 | Summit Wealth Partners LLC | 8,058 | $376K | 0.1% | -19.3% | 0.088% | |
1/24/2025 | SkyOak Wealth LLC | 194,566 | $9.07M | 1.9% | +48.7% | 2.136% | |
1/23/2025 | USAdvisors Wealth Management LLC | 8,270 | $385K | 0.1% | +37.4% | 0.091% | |
1/22/2025 | Perigon Wealth Management LLC | 88,708 | $4.14M | 0.1% | +109.0% | 0.974% | |
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1/21/2025 | LexAurum Advisors LLC | 22,140 | $1.03M | 0.2% | -13.8% | 0.243% | |
1/17/2025 | Beaumont Financial Advisors LLC | 41,941 | $1.96M | 0.1% | N/A | 0.460% | |
1/17/2025 | Transform Wealth LLC | 117,941 | $5.52M | 0.3% | +8.8% | 1.295% | |
1/10/2025 | Lowe Wealth Advisors LLC | 22,212 | $1.04M | 0.4% | -5.1% | 0.244% | |
12/26/2024 | JPMorgan Chase & Co. | 1,180,567 | $56.10M | 0.0% | -22.6% | 12.959% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 3,253 | $155K | 0.0% | N/A | 0.036% | |
11/25/2024 | Sanctuary Advisors LLC | 20,898 | $977K | 0.0% | +9.0% | 0.229% | |
11/15/2024 | MML Investors Services LLC | 8,981 | $427K | 0.0% | +6.5% | 0.099% | |
11/15/2024 | Legacy Investment Solutions LLC | 15,582 | $729K | 0.5% | N/A | 0.171% | |
11/15/2024 | EP Wealth Advisors LLC | 1,152,941 | $54.79M | 0.5% | +6.5% | 12.656% | |