5/2/2025 | Wealthfront Advisers LLC | 4,099 | $517K | 0.0% | +41.9% | 0.114% | |
5/1/2025 | Stephens Inc. AR | 5,551 | $700K | 0.0% | N/A | 0.155% | |
4/30/2025 | Aspen Wealth Strategies LLC | 12,437 | $1.57M | 1.0% | +13.6% | 0.347% | |
4/29/2025 | Envestnet Asset Management Inc. | 19,918 | $2.51M | 0.0% | +46.1% | 0.556% | |
4/28/2025 | Private Trust Co. NA | 1,068 | $135K | 0.0% | -7.5% | 0.030% | |
4/24/2025 | Money Concepts Capital Corp | 9,818 | $1.24M | 0.1% | -0.9% | 0.274% | |
4/23/2025 | TigerOak Management L.L.C. | 28,715 | $3.62M | 1.4% | -2.2% | 0.802% | |
4/23/2025 | Ferguson Shapiro LLC | 5,605 | $707K | 0.3% | -9.1% | 0.157% | |
4/23/2025 | Oppenheimer & Co. Inc. | 11,093 | $1.40M | 0.0% | +14.7% | 0.310% | |
4/22/2025 | Whalen Wealth Management Inc. | 17,019 | $2.15M | 1.4% | N/A | 0.475% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,933 | $1.13M | 0.0% | -9.2% | 0.250% | |
4/22/2025 | Masso Torrence Wealth Management Inc. | 25,625 | $3.23M | 1.7% | +29.7% | 0.716% | |
4/21/2025 | Community Bank N.A. | 19,540 | $2.47M | 0.3% | +107.1% | 0.546% | |
4/17/2025 | Vicus Capital | 22,993 | $2.90M | 0.3% | +3.0% | 0.642% | |
4/17/2025 | Blackston Financial Advisory Group LLC | 1,825 | $230K | 0.1% | -5.3% | 0.051% | |
4/17/2025 | Janney Montgomery Scott LLC | 6,533 | $824K | 0.0% | -10.3% | 0.182% | |
4/17/2025 | Good Life Advisors LLC | 29,948 | $3.78M | 0.3% | +2.9% | 0.837% | |
4/15/2025 | Foresight Capital Management Advisors Inc. | 2,905 | $367K | 0.2% | N/A | 0.081% | |
4/14/2025 | IMC Chicago LLC | 51,489 | $6.50M | 0.0% | N/A | 1.438% | |
4/14/2025 | Miracle Mile Advisors LLC | 2,096 | $264K | 0.0% | -96.3% | 0.059% | |
4/10/2025 | HF Advisory Group LLC | 2,682 | $338K | 0.1% | -6.7% | 0.070% | |
4/10/2025 | Financial Management Professionals Inc. | 7,379 | $931K | 0.1% | -13.1% | 0.192% | |
4/10/2025 | Accel Wealth Management | 12,094 | $1.53M | 0.6% | +9.7% | 0.314% | |
4/9/2025 | HBW Advisory Services LLC | 3,260 | $411K | 0.1% | N/A | 0.085% | |
4/9/2025 | Merit Financial Group LLC | 45,335 | $5.72M | 0.1% | +10.8% | 1.178% | |
4/8/2025 | Global Financial Private Client LLC | 8,130 | $1.03M | 0.4% | -2.9% | 0.211% | |
3/24/2025 | Fulcrum Equity Management | 5,963 | $821K | 0.8% | N/A | 0.148% | |
2/18/2025 | Delta Investment Management LLC | 2,473 | $340K | 0.1% | +21.6% | 0.124% | |
2/17/2025 | Two Sigma Investments LP | 5,200 | $716K | 0.0% | -78.0% | 0.260% | |
2/17/2025 | Kaizen Financial Strategies | 1,607 | $221K | 0.1% | N/A | 0.080% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 3,211 | $442K | 0.0% | N/A | 0.161% | |
2/17/2025 | EP Wealth Advisors LLC | 1,191 | $164K | 0.0% | -11.3% | 0.060% | |
2/17/2025 | Cetera Investment Advisers | 5,532 | $762K | 0.0% | -41.4% | 0.277% | |
2/17/2025 | Baker Avenue Asset Management LP | 26,389 | $3.63M | 0.1% | +10.9% | 1.319% | |
2/17/2025 | Bank of America Corp DE | 636,559 | $87.65M | 0.0% | +31.3% | 31.828% | |
2/17/2025 | 360 Financial Inc. | 92,766 | $12.77M | 4.6% | +4.7% | 4.638% | |
2/14/2025 | Comerica Bank | 525 | $72K | 0.0% | +600.0% | 0.026% | |
2/14/2025 | Tower Research Capital LLC TRC | 7,010 | $965K | 0.0% | +102.2% | 0.351% | |
2/14/2025 | MML Investors Services LLC | 15,307 | $2.11M | 0.0% | +10.6% | 0.765% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 281 | $40K | 0.0% | N/A | 0.014% | |
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2/13/2025 | NewEdge Advisors LLC | 3,244 | $447K | 0.0% | +47.2% | 0.162% | |
2/13/2025 | Mariner LLC | 21,628 | $2.98M | 0.0% | N/A | 1.081% | |
2/13/2025 | Raymond James Financial Inc. | 26,035 | $3.59M | 0.0% | N/A | 1.302% | |
2/13/2025 | Advisory Services Network LLC | 4,196 | $578K | 0.0% | N/A | 0.210% | |
2/13/2025 | Bank of Montreal Can | 3,017 | $415K | 0.0% | +11,968.0% | 0.151% | |
2/13/2025 | Envestnet Asset Management Inc. | 13,630 | $1.88M | 0.0% | -65.4% | 0.682% | |
2/12/2025 | Nottingham Advisors Inc. | 36,011 | $4.96M | 0.6% | N/A | 1.801% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,742 | $240K | 0.0% | +22.3% | 0.087% | |
2/12/2025 | JPMorgan Chase & Co. | 190 | $26K | 0.0% | N/A | 0.010% | |
2/11/2025 | Community Bank N.A. | 9,433 | $1.30M | 0.2% | N/A | 0.472% | |
2/11/2025 | LPL Financial LLC | 179,789 | $24.76M | 0.0% | +39.6% | 8.989% | |
2/10/2025 | Thrivent Financial for Lutherans | 95,322 | $13.13M | 0.0% | +20.9% | 4.766% | |
2/10/2025 | Aspen Wealth Strategies LLC | 10,946 | $1.51M | 1.0% | N/A | 0.547% | |
2/10/2025 | Provident Co of the Employees of the Hebrew University LTD | 27,651 | $3.80M | 4.5% | N/A | 1.383% | |
2/10/2025 | Tidemark LLC | 827 | $114K | 0.0% | N/A | 0.041% | |
2/10/2025 | Commonwealth Equity Services LLC | 5,421 | $747K | 0.0% | +21.1% | 0.271% | |
2/10/2025 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 138,163 | $19.01M | 1.5% | +55.1% | 6.908% | |
2/10/2025 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 47,687 | $6.56M | 1.6% | +54.1% | 2.384% | |
2/7/2025 | HighTower Advisors LLC | 23,010 | $3.17M | 0.0% | +7.6% | 1.151% | |
2/7/2025 | Independent Advisor Alliance | 4,099 | $564K | 0.0% | N/A | 0.205% | |
2/6/2025 | Raymond James Financial Inc. | 26,035 | $3.59M | 0.0% | N/A | 1.302% | |
2/6/2025 | Proficio Capital Partners LLC | 22,032 | $3.03M | 0.0% | N/A | 1.102% | |
2/6/2025 | Assetmark Inc. | 2,340 | $322K | 0.0% | -99.7% | 0.117% | |
2/6/2025 | AMJ Financial Wealth Management | 3,536 | $487K | 0.1% | +27.3% | 0.177% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 5,294 | $729K | 0.0% | +287.6% | 0.265% | |
2/5/2025 | Fisher Asset Management LLC | 78,557 | $10.82M | 0.0% | -15.9% | 3.928% | |
2/5/2025 | Private Trust Co. NA | 1,154 | $159K | 0.0% | +58.5% | 0.058% | |
2/5/2025 | Proficio Capital Partners LLC | 22,032 | $3.03M | 0.0% | N/A | 1.102% | |
2/5/2025 | Oppenheimer & Co. Inc. | 9,671 | $1.33M | 0.0% | +7.2% | 0.484% | |
2/3/2025 | Leuthold Group LLC | 5,349 | $737K | 0.1% | N/A | 0.267% | |
2/3/2025 | Blackston Financial Advisory Group LLC | 1,928 | $266K | 0.1% | -13.1% | 0.096% | |
2/3/2025 | Meitav Investment House Ltd. | 263,571 | $36.29M | 0.6% | +11,880.5% | 13.179% | |
2/3/2025 | Private Advisor Group LLC | 7,768 | $1.07M | 0.0% | +25.1% | 0.388% | |
2/3/2025 | Good Life Advisors LLC | 29,093 | $4.01M | 0.3% | N/A | 1.455% | |
1/31/2025 | Fortis Group Advisors LLC | 14,524 | $2M | 0.4% | N/A | 0.726% | |
1/31/2025 | Sanctuary Advisors LLC | 2,999 | $439K | 0.0% | +70.8% | 0.150% | |
1/30/2025 | Csenge Advisory Group | 9,222 | $1.27M | 0.1% | -62.0% | 0.461% | |
1/30/2025 | TigerOak Management L.L.C. | 29,346 | $4.04M | 1.5% | N/A | 1.467% | |
1/30/2025 | Vicus Capital | 22,334 | $3.08M | 0.3% | -10.6% | 1.117% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 6,008 | $827K | 0.0% | -25.9% | 0.300% | |
1/28/2025 | Advisors Preferred LLC | 1,319 | $182K | 0.0% | -35.9% | 0.066% | |
1/28/2025 | Quattro Financial Advisors LLC | 10,603 | $1.53M | 0.4% | N/A | 0.530% | |
1/28/2025 | Realta Investment Advisors | 590 | $82K | 0.0% | N/A | 0.030% | |
1/27/2025 | Money Concepts Capital Corp | 9,905 | $1.36M | 0.1% | -17.8% | 0.495% | |
1/27/2025 | Stratos Wealth Advisors LLC | 1,785 | $246K | 0.0% | N/A | 0.089% | |
1/23/2025 | Ferguson Shapiro LLC | 6,167 | $849K | 0.3% | N/A | 0.308% | |
1/23/2025 | Masso Torrence Wealth Management Inc. | 19,764 | $2.72M | 1.4% | +11.6% | 0.988% | |
1/21/2025 | Geneos Wealth Management Inc. | 11,479 | $1.58M | 0.1% | N/A | 0.574% | |
1/21/2025 | Accel Wealth Management | 11,025 | $1.52M | 0.6% | +3.3% | 0.551% | |
1/17/2025 | Janney Montgomery Scott LLC | 7,280 | $1.00M | 0.0% | +123.5% | 0.364% | |
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1/16/2025 | Royal Fund Management LLC | 49,111 | $6.80M | 0.6% | -46.9% | 2.456% | |
1/15/2025 | HF Advisory Group LLC | 2,876 | $396K | 0.2% | -4.6% | 0.144% | |
1/15/2025 | IAM Advisory LLC | 1,684 | $232K | 0.1% | N/A | 0.084% | |
1/15/2025 | Financial Management Professionals Inc. | 8,488 | $1.17M | 0.1% | N/A | 0.424% | |
1/15/2025 | Arkadios Wealth Advisors | 4,643 | $639K | 0.0% | +6.8% | 0.232% | |
1/15/2025 | Merit Financial Group LLC | 40,909 | $5.63M | 0.1% | N/A | 2.045% | |
1/14/2025 | Global Financial Private Client LLC | 8,370 | $1.15M | 0.4% | +8.9% | 0.419% | |
1/13/2025 | Courier Capital LLC | 1,702 | $234K | 0.0% | N/A | 0.085% | |
1/13/2025 | Miracle Mile Advisors LLC | 56,437 | $7.77M | 0.2% | N/A | 2.822% | |
1/7/2025 | Westwind Capital | 16,413 | $2.26M | 0.5% | N/A | 0.821% | |