5/2/2025 | Graypoint LLC | 414,211 | $14.17M | 0.9% | -7.3% | 0.464% | |
5/2/2025 | Allen Capital Group LLC | 70,627 | $2.42M | 0.3% | -0.9% | 0.079% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 29,572 | $1.01M | 0.1% | -4.3% | 0.033% | |
5/2/2025 | Dakota Wealth Management | 9,559 | $327K | 0.0% | +5.6% | 0.011% | |
5/2/2025 | Apollon Wealth Management LLC | 15,003 | $513K | 0.0% | -42.4% | 0.017% | |
5/2/2025 | Bogart Wealth LLC | 11,713 | $401K | 0.0% | +7.4% | 0.013% | |
5/1/2025 | Stephens Inc. AR | 79,213 | $2.71M | 0.0% | -20.1% | 0.089% | |
5/1/2025 | American Financial Advisors LLC | 36,874 | $1.26M | 0.2% | +1.1% | 0.041% | |
5/1/2025 | Fifth Third Securities Inc. | 113,385 | $3.88M | 0.3% | -11.0% | 0.127% | |
5/1/2025 | Sage Rhino Capital LLC | 147,901 | $5.06M | 1.2% | +4.7% | 0.166% | |
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4/30/2025 | Cerity Partners LLC | 108,226 | $3.70M | 0.0% | -43.7% | 0.121% | |
4/30/2025 | Allworth Financial LP | 249,074 | $8.45M | 0.0% | -10.7% | 0.279% | |
4/30/2025 | Moloney Securities Asset Management LLC | 6,516 | $223K | 0.0% | N/A | 0.007% | |
4/30/2025 | BXM Wealth LLC | 18,816 | $644K | 0.8% | -8.4% | 0.021% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 197,613 | $6.76M | 0.2% | -4.3% | 0.221% | |
4/29/2025 | Richard Bernstein Advisors LLC | 18,206 | $623K | 0.0% | -21.7% | 0.020% | |
4/29/2025 | Envestnet Asset Management Inc. | 389,477 | $13.32M | 0.0% | -6.7% | 0.436% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 28,449 | $972K | 0.5% | +14.8% | 0.032% | |
4/29/2025 | Pure Portfolios Holdings LLC | 11,220 | $384K | 0.1% | -3.0% | 0.013% | |
4/29/2025 | Bank of New York Mellon Corp | 32,621 | $1.12M | 0.0% | -8.0% | 0.037% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 91,300 | $3.12M | 0.0% | -91.5% | 0.102% | |
4/29/2025 | Aurora Private Wealth Inc. | 6,929 | $237K | 0.1% | -20.8% | 0.008% | |
4/28/2025 | North Capital Inc. | 1,690 | $58K | 0.1% | N/A | 0.002% | |
4/28/2025 | Summit Place Financial Advisors LLC | 16,960 | $580K | 0.3% | -3.4% | 0.019% | |
4/28/2025 | D.A. Davidson & CO. | 14,233 | $487K | 0.0% | -9.4% | 0.016% | |
4/28/2025 | Strategic Financial Concepts LLC | 7,149 | $244K | 0.0% | -6.4% | 0.008% | |
4/28/2025 | Private Trust Co. NA | 25,434 | $870K | 0.1% | -29.8% | 0.029% | |
4/28/2025 | Detalus Advisors LLC | 285,992 | $9.78M | 3.1% | +1.3% | 0.320% | |
4/28/2025 | Summit Trail Advisors LLC | 10,180 | $348K | 0.0% | N/A | 0.011% | |
4/28/2025 | Rovin Capital UT ADV | 10,213 | $349K | 0.1% | -12.2% | 0.011% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 29,082 | $948K | 0.3% | -9.8% | 0.033% | |
4/25/2025 | Lodestar Private Asset Management LLC | 6,151 | $210K | 0.0% | -8.8% | 0.007% | |
4/25/2025 | Koshinski Asset Management Inc. | 88,667 | $3.03M | 0.3% | -3.5% | 0.099% | |
4/25/2025 | New Wave Wealth Advisors LLC | 7,055 | $241K | 0.1% | +20.6% | 0.008% | |
4/25/2025 | Monument Capital Management | 40,991 | $1.40M | 0.4% | -1.1% | 0.046% | |
4/25/2025 | McGuire Investment Group LLC | 43,051 | $1.47M | 0.2% | -1.6% | 0.048% | |
4/24/2025 | BSW Wealth Partners | 7,601 | $260K | 0.0% | N/A | 0.008% | |
4/23/2025 | Goldstein Advisors LLC | 26,165 | $895K | 0.1% | -4.7% | 0.029% | |
4/23/2025 | Aurora Private Wealth Inc. | 6,929 | $237K | 0.0% | -20.8% | 0.008% | |
4/23/2025 | Valicenti Advisory Services Inc. | 57,163 | $1.96M | 0.5% | +1.1% | 0.064% | |
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4/23/2025 | Oppenheimer & Co. Inc. | 14,539 | $497K | 0.0% | -3.6% | 0.016% | |
4/22/2025 | Yoder Wealth Management Inc. | 142,651 | $4.88M | 2.7% | -0.8% | 0.159% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 112,668 | $3.85M | 0.0% | +1.8% | 0.126% | |
4/22/2025 | LVZ Inc. | 27,943 | $956K | 0.1% | +5.9% | 0.031% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 66,386 | $2.27M | 0.3% | -1.3% | 0.074% | |
4/21/2025 | Hartford Financial Management Inc. | 92,745 | $3.17M | 0.7% | -0.9% | 0.103% | |
4/21/2025 | Friedenthal Financial | 40,514 | $1.39M | 0.8% | -7.1% | 0.045% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 58,020 | $1.98M | 0.8% | -0.8% | 0.065% | |
4/18/2025 | Bfsg LLC | 48,091 | $1.65M | 0.2% | N/A | 0.054% | |
4/17/2025 | Blackston Financial Advisory Group LLC | 12,309 | $421K | 0.2% | -5.3% | 0.014% | |
4/17/2025 | Janney Montgomery Scott LLC | 364,368 | $12.46M | 0.0% | -2.4% | 0.406% | |
4/17/2025 | Fortis Advisors LLC | 61,047 | $2.09M | 1.4% | -0.6% | 0.068% | |
4/17/2025 | Optas LLC | 20,979 | $717K | 0.1% | -6.4% | 0.023% | |
4/17/2025 | Kennicott Capital Management LLC | 71,833 | $2.46M | 1.6% | -1.5% | 0.080% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 83,432 | $2.85M | 0.0% | -68.7% | 0.093% | |
4/15/2025 | Davis Investment Partners LLC | 1,441,315 | $46.67M | 20.2% | -2.5% | 1.606% | |
4/15/2025 | Laurel Wealth Advisors LLC | 6,535 | $223K | 0.0% | -6.9% | 0.007% | |
4/15/2025 | Focus Financial Network Inc. | 50,453 | $1.73M | 0.1% | -5.6% | 0.056% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 120,970 | $4.14M | 0.6% | +12.0% | 0.135% | |
4/15/2025 | Walker Asset Management LLC | 83,157 | $2.84M | 1.7% | -1.5% | 0.093% | |
4/14/2025 | Farther Finance Advisors LLC | 212,445 | $7.30M | 0.2% | +9,384.2% | 0.237% | |
4/14/2025 | Park Avenue Securities LLC | 113,777 | $3.89M | 0.0% | -2.2% | 0.127% | |
4/14/2025 | LexAurum Advisors LLC | 8,559 | $293K | 0.1% | N/A | 0.010% | |
4/11/2025 | SeaCrest Wealth Management LLC | 48,747 | $1.67M | 0.2% | -4.0% | 0.054% | |
4/10/2025 | Secure Asset Management LLC | 53,536 | $1.83M | 0.4% | +1.8% | 0.060% | |
4/10/2025 | Smith Anglin Financial LLC | 248,471 | $8.50M | 0.9% | +8.7% | 0.277% | |
4/9/2025 | HBW Advisory Services LLC | 8,427 | $288K | 0.0% | -32.9% | 0.009% | |
4/9/2025 | NBC Securities Inc. | 840 | $28K | 0.0% | N/A | 0.001% | |
4/7/2025 | GAMMA Investing LLC | 2,394 | $820K | 0.0% | +3,320.0% | 0.003% | |
4/4/2025 | Legacy Private Trust Co. | 142,011 | $4.86M | 0.3% | +14.7% | 0.158% | |
4/4/2025 | Capital Market Strategies LLC | 91,003 | $3.11M | 2.1% | -3.4% | 0.101% | |
4/1/2025 | Neville Rodie & Shaw Inc. | 173,560 | $5.94M | 0.5% | +2.6% | 0.193% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 266,776 | $9.98M | 0.0% | -9.2% | 0.289% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 6,998 | $262K | 0.0% | -5.0% | 0.008% | |
3/12/2025 | Centaurus Financial Inc. | 3,838 | $144K | 0.0% | -88.6% | 0.004% | |
2/28/2025 | Brooklyn FI LLC | 17,874 | $682K | 0.1% | N/A | 0.016% | |
2/25/2025 | Heck Capital Advisors LLC | 2,580 | $97K | 0.0% | N/A | 0.002% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 24,227 | $907K | 0.0% | +1.6% | 0.021% | |
2/18/2025 | GTS Securities LLC | 40,487 | $1.52M | 0.1% | -73.1% | 0.036% | |
2/18/2025 | Monograph Wealth Advisors LLC | 6,870 | $257K | 0.0% | -22.3% | 0.006% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 45,631 | $1.71M | 0.0% | -6.1% | 0.040% | |
2/17/2025 | Royal Bank of Canada | 1,070,020 | $40.04M | 0.0% | +1.0% | 0.944% | |
2/17/2025 | Quantinno Capital Management LP | 77,507 | $2.90M | 0.0% | +14.0% | 0.068% | |
2/17/2025 | NorthRock Partners LLC | 11,605 | $434K | 0.0% | N/A | 0.010% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 24,780 | $927K | 0.4% | N/A | 0.022% | |
2/17/2025 | Focus Partners Wealth | 1,051 | $39K | 0.0% | -89.5% | 0.001% | |
2/17/2025 | EP Wealth Advisors LLC | 15,869 | $594K | 0.0% | -8.9% | 0.014% | |
2/17/2025 | Cetera Investment Advisers | 137,134 | $5.13M | 0.0% | +1.4% | 0.121% | |
2/17/2025 | Cahill Financial Advisors Inc. | 31,740 | $1.19M | 0.2% | -8.0% | 0.028% | |
2/17/2025 | Captrust Financial Advisors | 808,447 | $30.25M | 0.1% | -3.6% | 0.713% | |
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2/17/2025 | Baird Financial Group Inc. | 8,861 | $332K | 0.0% | N/A | 0.008% | |
2/17/2025 | Baker Avenue Asset Management LP | 530,045 | $19.83M | 0.6% | +4.4% | 0.468% | |
2/17/2025 | Bank of America Corp DE | 4,337,417 | $162.31M | 0.0% | -4.0% | 3.828% | |
2/17/2025 | BNP Paribas Financial Markets | 350,688 | $13.12M | 0.0% | +2.9% | 0.309% | |
2/17/2025 | Ameriprise Financial Inc. | 838,858 | $31.39M | 0.0% | -2.9% | 0.740% | |
2/17/2025 | Aptus Capital Advisors LLC | 8,300 | $311K | 0.0% | +47.2% | 0.007% | |
2/17/2025 | 4WEALTH Advisors Inc. | 8,019 | $300K | 0.3% | N/A | 0.007% | |
2/14/2025 | Blue Rock Wealth Management LLC | 7,250 | $271K | 0.3% | N/A | 0.006% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 31,439 | $1.18M | 0.0% | -5.7% | 0.028% | |
2/14/2025 | Comerica Bank | 43,453 | $1.63M | 0.0% | +3.1% | 0.038% | |