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% | |
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% | |
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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% | |
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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% | |
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% | |
2/10/2025 | Tidemark LLC | 690 | $73K | 0.0% | +1,337.5% | 0.004% | |
2/10/2025 | May Barnhard Investments LLC | 11,460 | $1.21M | 0.6% | N/A | 0.072% | |
2/10/2025 | Commonwealth Equity Services LLC | 171,488 | $18.11M | 0.0% | +0.3% | 1.085% | |
2/10/2025 | Avantax Advisory Services Inc. | 1,938 | $205K | 0.0% | -57.0% | 0.012% | |
2/7/2025 | PFG Advisors | 4,259 | $450K | 0.0% | -8.1% | 0.027% | |
2/7/2025 | HighTower Advisors LLC | 156,024 | $16.48M | 0.0% | +31.5% | 0.987% | |
2/7/2025 | Independent Advisor Alliance | 5,031 | $531K | 0.0% | N/A | 0.032% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,198,251 | $126.54M | 0.1% | +7.5% | 7.579% | |
2/6/2025 | Raymond James Financial Inc. | 10,288 | $1.09M | 0.0% | N/A | 0.065% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 3,901 | $412K | 0.0% | +9.4% | 0.025% | |
2/5/2025 | AWM Capital LLC | 412,299 | $43.54M | 5.3% | -8.5% | 2.608% | |
2/4/2025 | EdgeRock Capital LLC | 24,275 | $2.56M | 1.7% | -3.9% | 0.154% | |
2/4/2025 | Wrapmanager Inc. | 5,502 | $581K | 0.1% | -44.7% | 0.035% | |
2/3/2025 | Pinnacle Financial Partners Inc | 122,542 | $12.94M | 0.3% | +8.5% | 0.775% | |
2/3/2025 | Matauro LLC | 165,456 | $17.47M | 3.8% | N/A | 1.047% | |
2/3/2025 | Private Advisor Group LLC | 222,451 | $23.49M | 0.1% | -5.4% | 1.407% | |
1/31/2025 | Atria Wealth Solutions Inc. | 9,975 | $1.05M | 0.0% | +11.3% | 0.063% | |
1/31/2025 | Truist Financial Corp | 40,715 | $4.30M | 0.0% | -2.5% | 0.258% | |
1/30/2025 | Strategic Financial Concepts LLC | 3,287 | $347K | 0.0% | -45.8% | 0.021% | |
1/30/2025 | Principal Securities Inc. | 1,053 | $111K | 0.0% | -54.1% | 0.007% | |
1/29/2025 | Castle Wealth Management LLC | 311,435 | $32.89M | 12.9% | +27.0% | 1.970% | |
1/28/2025 | HTLF Bank | 53,318 | $5.63M | 0.6% | -2.0% | 0.337% | |
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1/28/2025 | RFP Financial Group LLC | 74,163 | $7.83M | 3.0% | +6.2% | 0.469% | |
1/28/2025 | Dock Street Asset Management Inc. | 90,692 | $9.58M | 1.1% | +0.7% | 0.574% | |
1/28/2025 | Golden State Wealth Management LLC | 7,349 | $776K | 0.1% | N/A | 0.046% | |
1/28/2025 | Strategic Financial Concepts LLC | 347,086 | $347K | 0.0% | +5,620.9% | 2.195% | |
1/27/2025 | Financial Advocates Investment Management | 9,014 | $952K | 0.1% | +238.2% | 0.057% | |
1/27/2025 | Win Advisors Inc. | 28,801 | $3.04M | 1.5% | N/A | 0.182% | |
1/27/2025 | Stratos Wealth Partners LTD. | 69,947 | $7.39M | 0.1% | +59.0% | 0.442% | |
1/27/2025 | Guidance Capital Inc. | 54,519 | $5.75M | 1.8% | +8.3% | 0.345% | |
1/22/2025 | Foundations Investment Advisors LLC | 13,893 | $1.47M | 0.0% | +75.3% | 0.088% | |
1/22/2025 | PFG Investments LLC | 5,748 | $607K | 0.0% | +9.6% | 0.036% | |