5/2/2025 | Independent Wealth Network Inc. | 6,345 | $586K | 0.2% | -3.8% | 0.044% | |
5/2/2025 | Concord Wealth Partners | 7,589 | $701K | 0.1% | -12.1% | 0.052% | |
5/1/2025 | CWM LLC | 60,421 | $5.58M | 0.0% | -3.2% | 0.417% | |
5/1/2025 | Fidelity D & D Bancorp Inc. | 70,365 | $6.50M | 4.3% | +9.8% | 0.486% | |
4/30/2025 | Stratos Wealth Partners LTD. | 3,490 | $322K | 0.0% | -34.6% | 0.024% | |
4/29/2025 | Envestnet Asset Management Inc. | 55,609 | $5.14M | 0.0% | -52.4% | 0.384% | |
4/29/2025 | Silver Oak Securities Incorporated | 19,363 | $1.77M | 0.2% | +1.7% | 0.134% | |
4/28/2025 | Strategic Financial Concepts LLC | 11,766 | $1.09M | 0.2% | +14.0% | 0.081% | |
4/28/2025 | Private Trust Co. NA | 3,191 | $295K | 0.0% | -31.1% | 0.022% | |
4/28/2025 | Arlington Trust Co LLC | 530 | $49K | 0.0% | N/A | 0.004% | |
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4/28/2025 | DAVENPORT & Co LLC | 5,738 | $530K | 0.0% | N/A | 0.040% | |
4/28/2025 | Salomon & Ludwin LLC | 646 | $60K | 0.0% | -46.1% | 0.004% | |
4/25/2025 | Essex Financial Services Inc. | 5,956 | $550K | 0.0% | +3.0% | 0.041% | |
4/24/2025 | Money Concepts Capital Corp | 10,243 | $946K | 0.1% | -5.9% | 0.071% | |
4/23/2025 | Saxony Capital Management LLC | 2,309 | $213K | 0.2% | -6.2% | 0.016% | |
4/23/2025 | Financial Enhancement Group LLC | 10,510 | $912K | 0.1% | -10.2% | 0.073% | |
4/23/2025 | Spirepoint Private Client LLC | 7,766 | $717K | 0.1% | -2.9% | 0.054% | |
4/22/2025 | Flagship Harbor Advisors LLC | 6,415 | $592K | 0.0% | -3.4% | 0.044% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 74,073 | $6.84M | 0.0% | +1.6% | 0.511% | |
4/22/2025 | Synergy Asset Management LLC | 27,941 | $2.58M | 0.3% | +465,583.3% | 0.193% | |
4/22/2025 | Advisor Resource Council | 3,751 | $346K | 0.0% | N/A | 0.026% | |
4/17/2025 | Janney Montgomery Scott LLC | 4,595 | $424K | 0.0% | +4.9% | 0.032% | |
4/16/2025 | Armbruster Capital Management Inc. | 339,461 | $31.35M | 6.3% | +0.1% | 2.343% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 97,116 | $8.97M | 0.0% | -2.8% | 0.670% | |
4/16/2025 | BigSur Wealth Management LLC | 40,416 | $3.73M | 1.0% | -1.3% | 0.279% | |
4/16/2025 | Paragon Capital Management Ltd | 11,845 | $1.09M | 0.2% | +31.3% | 0.082% | |
4/14/2025 | Farther Finance Advisors LLC | 411 | $38K | 0.0% | +675.5% | 0.003% | |
4/10/2025 | Breakwater Capital Group | 19,076 | $1.76M | 0.3% | +2.9% | 0.132% | |
4/10/2025 | Matrix Trust Co | 4,817 | $445K | 0.1% | +46.5% | 0.033% | |
4/9/2025 | NBC Securities Inc. | 430 | $39K | 0.0% | N/A | 0.003% | |
4/8/2025 | Rothschild Investment LLC | 69,053 | $6.38M | 0.4% | -0.6% | 0.477% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 99,916 | $9.01M | 0.0% | +120.7% | 0.695% | |
3/12/2025 | Centaurus Financial Inc. | 1,878 | $169K | 0.0% | -14.1% | 0.013% | |
2/27/2025 | Fidelity D & D Bancorp Inc. | 64,082 | $5.78M | 3.8% | +17.3% | 0.432% | |
2/24/2025 | Ameriflex Group Inc. | 5,169 | $481K | 0.2% | N/A | 0.021% | |
2/21/2025 | Fidelity D & D Bancorp Inc. | 64,082 | $5.78M | 4.2% | +17.3% | 0.264% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 10,774 | $972K | 0.4% | -7.1% | 0.044% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 14,695 | $1.33M | 0.0% | -4.0% | 0.061% | |
2/17/2025 | Cetera Investment Advisers | 9,020 | $814K | 0.0% | +7.0% | 0.037% | |
2/17/2025 | Captrust Financial Advisors | 2,504 | $226K | 0.0% | -32.4% | 0.010% | |
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2/17/2025 | Cary Street Partners Financial LLC | 5,188 | $468K | 0.0% | N/A | 0.021% | |
2/17/2025 | Bank of America Corp DE | 1,516,533 | $136.81M | 0.0% | -8.0% | 6.249% | |
2/17/2025 | Ameriprise Financial Inc. | 127,462 | $11.50M | 0.0% | +1.4% | 0.525% | |
2/14/2025 | Jane Street Group LLC | 5,355 | $483K | 0.0% | -24.8% | 0.022% | |
2/14/2025 | Comerica Bank | 11,046 | $996K | 0.0% | -5.4% | 0.046% | |
2/14/2025 | Berger Financial Group Inc | 4,552 | $411K | 0.0% | -9.1% | 0.019% | |
2/14/2025 | Two Sigma Securities LLC | 2,517 | $227K | 0.0% | N/A | 0.010% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 5,457 | $492K | 0.0% | -2.1% | 0.022% | |
2/14/2025 | Integrated Wealth Concepts LLC | 30,034 | $2.71M | 0.0% | +9.8% | 0.124% | |
2/14/2025 | Coppell Advisory Solutions LLC | 389 | $35K | 0.0% | +411.8% | 0.002% | |
2/14/2025 | Stifel Financial Corp | 14,414 | $1.30M | 0.0% | +5.4% | 0.059% | |
2/13/2025 | Regal Investment Advisors LLC | 4,948 | $446K | 0.0% | -17.4% | 0.020% | |
2/13/2025 | Mariner LLC | 15,892 | $1.43M | 0.0% | +336.2% | 0.065% | |
2/13/2025 | Advisory Services Network LLC | 3,411 | $308K | 0.0% | N/A | 0.014% | |
2/13/2025 | Renaissance Technologies LLC | 12,800 | $1.16M | 0.0% | +26.7% | 0.053% | |
2/13/2025 | Invesco Ltd. | 5,485,483 | $494.85M | 0.1% | -5.8% | 22.602% | |
2/13/2025 | Bank of Montreal Can | 2,063 | $186K | 0.0% | -8.8% | 0.009% | |
2/13/2025 | Envestnet Asset Management Inc. | 116,880 | $10.54M | 0.0% | -0.5% | 0.482% | |
2/13/2025 | Wells Fargo & Company MN | 113,867 | $10.27M | 0.0% | -8.4% | 0.469% | |
2/12/2025 | Orion Portfolio Solutions LLC | 10,879 | $981K | 0.0% | +7.2% | 0.045% | |
2/12/2025 | Nomura Asset Management Co. Ltd. | 3,410 | $308K | 0.0% | -49.1% | 0.014% | |
2/12/2025 | JPMorgan Chase & Co. | 26,751 | $2.41M | 0.0% | +820.9% | 0.110% | |
2/12/2025 | Hardin Capital Partners LLC | 10,385 | $937K | 0.6% | +7.0% | 0.043% | |
2/11/2025 | LPL Financial LLC | 228,553 | $20.62M | 0.0% | +6.1% | 0.942% | |
2/11/2025 | Condor Capital Management | 21,398 | $1.93M | 0.2% | -0.5% | 0.088% | |
2/10/2025 | Corient Private Wealth LLC | 15,038 | $1.36M | 0.0% | -50.0% | 0.062% | |
2/10/2025 | Commonwealth Equity Services LLC | 67,340 | $6.08M | 0.0% | +3.6% | 0.277% | |
2/10/2025 | Avantax Advisory Services Inc. | 8,153 | $735K | 0.0% | -8.5% | 0.034% | |
2/7/2025 | Sequoia Financial Advisors LLC | 2,230 | $201K | 0.0% | N/A | 0.009% | |
2/7/2025 | HighTower Advisors LLC | 135,315 | $12.21M | 0.0% | -3.5% | 0.558% | |
2/7/2025 | Independent Advisor Alliance | 7,836 | $707K | 0.0% | N/A | 0.032% | |
2/7/2025 | Mount Lucas Management LP | 273,745 | $24.70M | 8.6% | N/A | 1.128% | |
2/7/2025 | Larson Financial Group LLC | 626 | $56K | 0.0% | N/A | 0.003% | |
2/6/2025 | Ethos Financial Group LLC | 7,217 | $651K | 0.1% | N/A | 0.030% | |
2/6/2025 | Raymond James Financial Inc. | 129,842 | $11.71M | 0.0% | N/A | 0.535% | |
2/6/2025 | SPC Financial Inc. | 20,275 | $1.83M | 0.2% | +3.5% | 0.084% | |
2/6/2025 | Atria Investments Inc | 11,771 | $1.06M | 0.0% | N/A | 0.049% | |
2/6/2025 | Cookson Peirce & Co. Inc. | 9,063 | $818K | 0.0% | -3.1% | 0.037% | |
2/6/2025 | ACR Alpine Capital Research LLC | 229,614 | $20.71M | 0.4% | +159.8% | 0.946% | |
2/6/2025 | Jones Financial Companies Lllp | 3,831 | $346K | 0.0% | +117.1% | 0.016% | |
2/5/2025 | Poplar Forest Capital LLC | 2,400 | $217K | 0.0% | -26.4% | 0.010% | |
2/5/2025 | Private Trust Co. NA | 4,631 | $418K | 0.0% | +16.0% | 0.019% | |
2/4/2025 | Bank of New York Mellon Corp | 1,366,491 | $123.27M | 0.0% | +2.8% | 5.630% | |
2/4/2025 | Rothschild Investment LLC | 69,481 | $6.27M | 0.4% | -1.2% | 0.286% | |
2/4/2025 | Lansing Street Advisors | 20,814 | $1.88M | 0.7% | -4.9% | 0.086% | |
2/4/2025 | Wealthspire Advisors LLC | 3,914 | $353K | 0.0% | -29.1% | 0.016% | |
2/3/2025 | Private Advisor Group LLC | 15,245 | $1.38M | 0.0% | -5.7% | 0.063% | |
2/3/2025 | Good Life Advisors LLC | 2,814 | $254K | 0.0% | -50.0% | 0.012% | |
1/31/2025 | Plan Group Financial LLC | 12,340 | $1.11M | 0.6% | -17.5% | 0.051% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 117,885 | $10.63M | 0.4% | N/A | 0.486% | |
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1/31/2025 | Atria Wealth Solutions Inc. | 5,950 | $537K | 0.0% | -8.2% | 0.025% | |
1/31/2025 | Truist Financial Corp | 227,251 | $20.50M | 0.0% | -3.0% | 0.936% | |
1/31/2025 | Sanctuary Advisors LLC | 7,295 | $686K | 0.0% | -8.3% | 0.030% | |
1/31/2025 | AlphaCentric Advisors LLC | 22,102 | $1.99M | 2.0% | N/A | 0.091% | |
1/31/2025 | Principal Financial Group Inc. | 1,146,183 | $103.40M | 0.1% | +0.7% | 4.723% | |
1/30/2025 | Valmark Advisers Inc. | 4,297 | $388K | 0.0% | +10.6% | 0.018% | |
1/30/2025 | Strategic Financial Concepts LLC | 10,322 | $931K | 0.0% | +24.1% | 0.043% | |
1/30/2025 | Salomon & Ludwin LLC | 1,198 | $108K | 0.0% | -15.9% | 0.005% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 22,869 | $2.06M | 0.2% | +112.1% | 0.094% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 117,885 | $10.63M | 0.5% | N/A | 0.486% | |