5/19/2025 | Jane Street Group LLC | 25,130 | $2.65M | 0.0% | -58.1% | 0.105% | |
5/16/2025 | Goldman Sachs Group Inc. | 6,738 | $711K | 0.0% | N/A | 0.028% | |
5/16/2025 | NewEdge Advisors LLC | 4,828 | $510K | 0.0% | +7,000.0% | 0.020% | |
5/15/2025 | Royal Bank of Canada | 10,553 | $1.12M | 0.0% | -9.8% | 0.044% | |
5/14/2025 | Valley Financial Group Inc. | 10,094 | $1.07M | 0.7% | -8.6% | 0.042% | |
5/14/2025 | Orion Capital Management LLC | 3,541 | $374K | 0.2% | N/A | 0.015% | |
5/14/2025 | Comerica Bank | 1,669 | $176K | 0.0% | -7.6% | 0.007% | |
5/14/2025 | Synovus Financial Corp | 10,284 | $1.09M | 0.0% | -4.8% | 0.043% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,228 | $130K | 0.0% | N/A | 0.005% | |
5/14/2025 | Kestra Advisory Services LLC | 49,960 | $5.27M | 0.0% | -9.7% | 0.209% | |
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5/14/2025 | Flow Traders U.S. LLC | 44,211 | $4.67M | 0.2% | N/A | 0.185% | |
5/14/2025 | Capital Analysts LLC | 3,195 | $337K | 0.0% | +14.1% | 0.013% | |
5/13/2025 | Watchman Group Inc. | 2,278 | $240K | 0.1% | -83.6% | 0.010% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 24,207 | $2.56M | 0.0% | +90.2% | 0.101% | |
5/13/2025 | HighTower Advisors LLC | 172,692 | $18.23M | 0.0% | +10.7% | 0.722% | |
5/13/2025 | Core Wealth Partners LLC | 30,750 | $3.25M | 1.9% | +73.9% | 0.129% | |
5/12/2025 | Invesco Ltd. | 4,308,137 | $454.66M | 0.1% | +7.4% | 18.011% | |
5/9/2025 | Tidemark LLC | 802 | $85K | 0.0% | +16.2% | 0.003% | |
5/9/2025 | Cary Street Partners Financial LLC | 20,764 | $2.19M | 0.1% | +19.5% | 0.087% | |
5/9/2025 | Advyzon Investment Management LLC | 2,424 | $256K | 0.1% | N/A | 0.010% | |
5/9/2025 | Commonwealth Equity Services LLC | 168,432 | $17.78M | 0.0% | -1.8% | 0.704% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,266,084 | $133.62M | 0.1% | +5.7% | 5.293% | |
5/8/2025 | Clearwater Capital Advisors LLC | 26,786 | $2.83M | 0.3% | +1.1% | 0.112% | |
5/7/2025 | Foundations Investment Advisors LLC | 16,359 | $1.73M | 0.0% | +17.7% | 0.068% | |
5/7/2025 | AWM Capital LLC | 418,616 | $44.18M | 5.1% | +1.5% | 1.750% | |
5/7/2025 | LPL Financial LLC | 613,339 | $64.73M | 0.0% | -6.3% | 2.564% | |
5/6/2025 | Cetera Investment Advisers | 47,148 | $4.98M | 0.0% | +218.6% | 0.197% | |
5/6/2025 | Orin Green Financial LLC | 5,225 | $551K | 0.3% | N/A | 0.022% | |
5/6/2025 | Old Port Advisors | 33,496 | $3.54M | 1.0% | +18.4% | 0.140% | |
5/6/2025 | PFG Advisors | 4,576 | $483K | 0.0% | +7.4% | 0.019% | |
5/5/2025 | Impact Partnership Wealth LLC | 2,148 | $227K | 0.0% | -17.2% | 0.009% | |
5/5/2025 | Private Advisor Group LLC | 235,697 | $24.87M | 0.2% | +6.0% | 0.985% | |
5/2/2025 | Cullen Frost Bankers Inc. | 655 | $69K | 0.0% | N/A | 0.003% | |
5/2/2025 | First Command Advisory Services Inc. | 139,299 | $14.70M | 0.1% | +2,960.2% | 0.582% | |
5/1/2025 | Dock Street Asset Management Inc. | 63,745 | $6.73M | 0.8% | -29.7% | 0.266% | |
4/30/2025 | Cerity Partners LLC | 5,209 | $550K | 0.0% | +18.6% | 0.024% | |
4/30/2025 | Valeo Financial Advisors LLC | 15,137 | $1.60M | 0.0% | +1.1% | 0.071% | |
4/30/2025 | Stratos Wealth Partners LTD. | 60,459 | $6.38M | 0.1% | -13.6% | 0.282% | |
4/29/2025 | Envestnet Asset Management Inc. | 406,702 | $42.92M | 0.0% | +68.9% | 1.895% | |
4/29/2025 | Discipline Wealth Solutions LLC | 3,464 | $366K | 0.2% | -36.6% | 0.016% | |
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4/29/2025 | Bank of New York Mellon Corp | 20,524 | $2.17M | 0.0% | N/A | 0.096% | |
4/29/2025 | Brookstone Capital Management | 291,456 | $30.76M | 0.4% | -6.7% | 1.358% | |
4/28/2025 | Castle Wealth Management LLC | 321,756 | $33.96M | 13.3% | +3.3% | 1.499% | |
4/28/2025 | Mutual Advisors LLC | 9,400 | $992K | 0.0% | +60.4% | 0.044% | |
4/28/2025 | Holcombe Financial Inc. | 115,694 | $12.21M | 10.1% | -3.6% | 0.539% | |
4/28/2025 | Strategic Financial Concepts LLC | 2,657 | $280K | 0.1% | -19.2% | 0.012% | |
4/28/2025 | Pinnacle Financial Partners Inc | 160,266 | $16.91M | 0.3% | +30.8% | 0.747% | |
4/28/2025 | Rossby Financial LCC | 548 | $58K | 0.0% | N/A | 0.003% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 3,148 | $332K | 0.0% | N/A | 0.015% | |
4/24/2025 | Golden State Wealth Management LLC | 6,493 | $685K | 0.1% | -11.6% | 0.030% | |
4/23/2025 | Golden State Wealth Management LLC | 12,986 | $1.37M | 0.1% | +76.7% | 0.061% | |
4/22/2025 | TrueMark Investments LLC | 3,225 | $340K | 0.1% | -71.3% | 0.015% | |
4/22/2025 | RFP Financial Group LLC | 52,023 | $5.49M | 2.2% | -29.9% | 0.242% | |
4/22/2025 | PFG Investments LLC | 5,198 | $549K | 0.0% | -9.6% | 0.024% | |
4/21/2025 | Blue Trust Inc. | 3,025 | $319K | 0.0% | N/A | 0.014% | |
4/18/2025 | Clarius Group LLC | 13,314 | $1.41M | 0.1% | +3.7% | 0.062% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 85,638 | $9.04M | 0.0% | +3.3% | 0.399% | |
4/16/2025 | Matauro LLC | 92,291 | $9.74M | 2.0% | -44.2% | 0.430% | |
4/16/2025 | May Barnhard Investments LLC | 15,019 | $1.59M | 0.8% | +31.1% | 0.070% | |
4/15/2025 | Arvest Investments Inc. | 70,189 | $7.41M | 1.2% | +38.0% | 0.327% | |
4/15/2025 | EdgeRock Capital LLC | 23,446 | $2.47M | 1.8% | -3.4% | 0.109% | |
4/15/2025 | Accurate Wealth Management LLC | 5,200 | $550K | 0.1% | +11.1% | 0.024% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 92,593 | $9.77M | 0.3% | +10.5% | 0.431% | |
4/14/2025 | McCarthy & Cox | 18,569 | $1.96M | 0.9% | +40.2% | 0.087% | |
4/14/2025 | Miracle Mile Advisors LLC | 275,804 | $29.11M | 0.6% | +47.9% | 1.285% | |
4/11/2025 | Sovereign Financial Group Inc. | 8,529 | $900K | 0.2% | +11.3% | 0.040% | |
4/10/2025 | CPR Investments Inc. | 228,653 | $24.13M | 21.4% | -34.2% | 1.065% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 82,914 | $8.76M | 0.0% | +7.1% | 0.430% | |
2/26/2025 | Discipline Wealth Solutions LLC | 5,463 | $577K | 0.3% | N/A | 0.035% | |
2/17/2025 | Sentinus LLC | 22,081 | $2.33M | 0.7% | -73.8% | 0.140% | |
2/17/2025 | Gotham Asset Management LLC | 36,323 | $3.84M | 0.0% | +3.6% | 0.230% | |
2/17/2025 | Fiduciary Trust Co | 9,720 | $1.03M | 0.0% | -15.3% | 0.061% | |
2/17/2025 | Cetera Investment Advisers | 14,800 | $1.56M | 0.0% | +19.0% | 0.094% | |
2/17/2025 | Cary Street Partners Financial LLC | 17,378 | $1.84M | 0.1% | N/A | 0.110% | |
2/17/2025 | Bank of America Corp DE | 142,577 | $15.06M | 0.0% | +4.2% | 0.902% | |
2/17/2025 | Ameriprise Financial Inc. | 288,634 | $30.49M | 0.0% | +197.3% | 1.826% | |
2/14/2025 | Jane Street Group LLC | 59,974 | $6.33M | 0.0% | N/A | 0.379% | |
2/14/2025 | Comerica Bank | 1,807 | $191K | 0.0% | +174.6% | 0.011% | |
2/14/2025 | Valley Financial Group Inc. | 11,047 | $1.17M | 0.8% | -5.8% | 0.070% | |
2/14/2025 | Capital Analysts LLC | 2,800 | $296K | 0.0% | -5.2% | 0.018% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 12,727 | $1.34M | 0.0% | -41.0% | 0.080% | |
2/14/2025 | Susquehanna International Group LLP | 16,716 | $1.77M | 0.0% | +41.5% | 0.106% | |
2/14/2025 | MML Investors Services LLC | 397,326 | $41.96M | 0.1% | +35.8% | 2.513% | |
2/14/2025 | Holcombe Financial Inc. | 119,991 | $12.67M | 10.4% | N/A | 0.759% | |
2/13/2025 | United Capital Financial Advisors LLC | 13,753 | $1.45M | 0.0% | -26.4% | 0.087% | |
2/13/2025 | Mariner LLC | 31,692 | $3.35M | 0.0% | +20.3% | 0.200% | |
2/13/2025 | Raymond James Financial Inc. | 10,288 | $1.09M | 0.0% | N/A | 0.065% | |
2/13/2025 | Invesco Ltd. | 4,013,083 | $423.78M | 0.1% | -2.4% | 25.383% | |
2/13/2025 | Envestnet Asset Management Inc. | 240,800 | $25.43M | 0.0% | +0.9% | 1.523% | |
2/13/2025 | Wells Fargo & Company MN | 286,524 | $30.26M | 0.0% | +67.9% | 1.812% | |
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2/12/2025 | Arete Wealth Advisors LLC | 4,576 | $483K | 0.0% | -39.3% | 0.029% | |
2/12/2025 | World Investment Advisors | 10,708 | $1.13M | 0.0% | -4.6% | 0.068% | |
2/12/2025 | Watchman Group Inc. | 13,862 | $1.46M | 0.4% | +52.3% | 0.088% | |
2/12/2025 | Orion Portfolio Solutions LLC | 2,130 | $225K | 0.0% | -47.9% | 0.013% | |
2/12/2025 | JPMorgan Chase & Co. | 1,655 | $175K | 0.0% | +319.0% | 0.010% | |
2/12/2025 | Core Wealth Partners LLC | 17,680 | $1.87M | 1.1% | -4.9% | 0.112% | |
2/12/2025 | TrueMark Investments LLC | 11,246 | $1.19M | 0.4% | +89.9% | 0.071% | |
2/11/2025 | LPL Financial LLC | 654,527 | $69.12M | 0.0% | -5.7% | 4.140% | |
2/11/2025 | Arvest Investments Inc. | 50,867 | $5.37M | 0.9% | -9.3% | 0.322% | |
2/10/2025 | Clearwater Capital Advisors LLC | 26,502 | $2.80M | 0.3% | +3.9% | 0.168% | |