5/2/2025 | Bailard Inc. | 2,950 | $557K | 0.0% | -12.9% | 0.022% | |
5/2/2025 | BIP Alliance LLC | 1,098 | $207K | 0.1% | -6.8% | 0.008% | |
5/2/2025 | Richmond Brothers Inc. | 19,722 | $3.72M | 2.4% | +6.5% | 0.150% | |
5/2/2025 | Cullen Frost Bankers Inc. | 293 | $55K | 0.0% | N/A | 0.002% | |
5/2/2025 | Wealthfront Advisers LLC | 3,037 | $573K | 0.0% | -19.6% | 0.023% | |
5/2/2025 | ESG Planning DBA Harper Investing | 3,873 | $731K | 0.5% | +42.0% | 0.030% | |
5/2/2025 | Sigma Planning Corp | 18,832 | $3.56M | 0.1% | +1.9% | 0.144% | |
5/1/2025 | LRI Investments LLC | 22,129 | $4.18M | 0.4% | +1,461.7% | 0.169% | |
5/1/2025 | CWM LLC | 185 | $35K | 0.0% | -68.4% | 0.001% | |
5/1/2025 | Sage Rhino Capital LLC | 11,920 | $2.25M | 0.5% | +5.6% | 0.091% | |
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4/30/2025 | Axxcess Wealth Management LLC | 2,448 | $462K | 0.0% | N/A | 0.019% | |
4/30/2025 | M&T Bank Corp | 21,176 | $4.00M | 0.0% | +3.0% | 0.161% | |
4/30/2025 | Stratos Wealth Partners LTD. | 6,274 | $1.19M | 0.0% | -4.7% | 0.048% | |
4/30/2025 | Sharper & Granite LLC | 5,520 | $1.04M | 0.4% | -6.5% | 0.042% | |
4/30/2025 | Gibraltar Capital Management Inc. | 15,487 | $2.92M | 0.6% | N/A | 0.118% | |
4/29/2025 | Callan Capital LLC | 6,187 | $1.17M | 0.1% | -2.4% | 0.047% | |
4/29/2025 | Envestnet Asset Management Inc. | 295,847 | $55.86M | 0.0% | +2.9% | 2.255% | |
4/29/2025 | Vickerman Investment Advisors Inc. | 25,064 | $4.73M | 1.1% | +6.5% | 0.191% | |
4/29/2025 | Olistico Wealth LLC | 223 | $42K | 0.0% | N/A | 0.002% | |
4/29/2025 | Concurrent Investment Advisors LLC | 4,663 | $880K | 0.0% | +2.9% | 0.036% | |
4/29/2025 | Bank of New York Mellon Corp | 1,071 | $202K | 0.0% | N/A | 0.008% | |
4/29/2025 | Checchi Capital Advisers LLC | 1,147 | $217K | 0.0% | -9.8% | 0.009% | |
4/28/2025 | D.A. Davidson & CO. | 7,207 | $1.36M | 0.0% | -5.4% | 0.055% | |
4/28/2025 | Mutual Advisors LLC | 1,155 | $211K | 0.0% | +7.3% | 0.009% | |
4/28/2025 | Coastline Trust Co | 325 | $61K | 0.0% | -23.5% | 0.002% | |
4/25/2025 | Westside Investment Management Inc. | 517 | $98K | 0.0% | +14.1% | 0.004% | |
4/25/2025 | Ameritas Advisory Services LLC | 6,204 | $1.17M | 0.0% | +2.3% | 0.047% | |
4/25/2025 | RBA Wealth Management LLC | 1,084 | $205K | 0.1% | -13.1% | 0.008% | |
4/24/2025 | Golden State Wealth Management LLC | 2,201 | $416K | 0.1% | -21.7% | 0.017% | |
4/23/2025 | Golden State Wealth Management LLC | 4,401 | $831K | 0.1% | +56.6% | 0.034% | |
4/23/2025 | Narwhal Capital Management | 12,803 | $2.42M | 0.2% | -28.9% | 0.098% | |
4/23/2025 | Valmark Advisers Inc. | 4,051 | $765K | 0.0% | -8.3% | 0.031% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,866 | $3.18M | 0.0% | +21.3% | 0.129% | |
4/22/2025 | Comprehensive Money Management Services LLC | 5,312 | $1.00M | 0.8% | +7.8% | 0.040% | |
4/22/2025 | Bonfire Financial | 4,984 | $941K | 0.9% | +6.2% | 0.038% | |
4/21/2025 | Compass Capital Corp MA ADV | 5,906 | $1.11M | 0.6% | -5.7% | 0.045% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 18,160 | $3.43M | 0.0% | +1.8% | 0.138% | |
4/21/2025 | Johnson Investment Counsel Inc. | 2,764 | $522K | 0.0% | +4.5% | 0.021% | |
4/21/2025 | Beacon Capital Management LLC | 484 | $91K | 0.0% | -37.4% | 0.004% | |
4/21/2025 | CWA Asset Management Group LLC | 1,692 | $319K | 0.0% | +7.0% | 0.013% | |
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4/18/2025 | Cornerstone Wealth Management LLC | 1,942 | $367K | 0.0% | -6.7% | 0.014% | |
4/17/2025 | Janney Montgomery Scott LLC | 8,524 | $1.61M | 0.0% | +8.8% | 0.061% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 12,674 | $2.39M | 0.0% | +43.4% | 0.090% | |
4/16/2025 | Praetorian Wealth Management Inc. | 2,458 | $464K | 0.1% | -3.6% | 0.017% | |
4/16/2025 | Founders Grove Wealth Partners LLC | 6,421 | $1.21M | 0.3% | +8.8% | 0.046% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 4,141 | $782K | 0.0% | +7.5% | 0.029% | |
4/16/2025 | Union Bancaire Privee UBP SA | 1,000 | $173K | 0.0% | N/A | 0.007% | |
4/16/2025 | Farrell Financial LLC | 6,681 | $1.26M | 0.9% | +3.0% | 0.047% | |
4/15/2025 | Sagace Wealth Management LLC | 22,333 | $4.22M | 3.2% | +1.5% | 0.159% | |
4/15/2025 | Fifth Third Bancorp | 2,323 | $439K | 0.0% | -21.8% | 0.016% | |
4/15/2025 | CX Institutional | 1,840 | $347K | 0.0% | -38.2% | 0.013% | |
4/15/2025 | Parsons Capital Management Inc. RI | 14,290 | $2.70M | 0.1% | -2.8% | 0.101% | |
4/15/2025 | Simplicity Wealth LLC | 2,179 | $411K | 0.0% | N/A | 0.015% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 22,012 | $4.16M | 0.1% | +33.7% | 0.156% | |
4/14/2025 | Farther Finance Advisors LLC | 2,903 | $550K | 0.0% | +94.1% | 0.021% | |
4/14/2025 | Sentinel Pension Advisors LLC | 6,313 | $1.19M | 0.2% | +7.8% | 0.045% | |
4/11/2025 | Joule Financial LLC | 3,738 | $706K | 0.2% | +9.7% | 0.027% | |
4/11/2025 | City State Bank | 3,899 | $736K | 0.2% | -2.5% | 0.028% | |
4/10/2025 | Retirement Planning Group LLC | 1,910 | $361K | 0.0% | +35.6% | 0.014% | |
4/10/2025 | First Financial Corp IN | 3,063 | $578K | 0.3% | +13.0% | 0.022% | |
4/9/2025 | Buska Wealth Management LLC | 27,140 | $5.12M | 1.6% | -14.8% | 0.193% | |
4/9/2025 | Swisher Financial Concepts Inc. | 1,398 | $264K | 0.2% | N/A | 0.010% | |
4/9/2025 | Merit Financial Group LLC | 9,921 | $1.87M | 0.0% | -0.8% | 0.070% | |
4/8/2025 | Parallel Advisors LLC | 2,668 | $504K | 0.0% | -3.3% | 0.019% | |
4/7/2025 | GAMMA Investing LLC | 1,699 | $321K | 0.0% | +18,777.8% | 0.012% | |
4/3/2025 | Collective Family Office LLC | 1,681 | $317K | 0.1% | -15.1% | 0.012% | |
4/2/2025 | Park National Corp OH | 44,637 | $8.43M | 0.3% | +591.0% | 0.317% | |
4/2/2025 | Global Wealth Strategies & Associates | 202 | $38K | 0.0% | N/A | 0.001% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 10,021 | $1.89M | 0.1% | +2.8% | 0.071% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,840 | $1.66M | 0.0% | +4.1% | 0.063% | |
3/12/2025 | Centaurus Financial Inc. | 7,141 | $1.34M | 0.1% | +19.5% | 0.051% | |
3/4/2025 | Comprehensive Money Management Services LLC | 4,927 | $925K | 0.8% | N/A | 0.035% | |
3/4/2025 | Buska Wealth Management LLC | 31,846 | $5.98M | 1.9% | -8.5% | 0.226% | |
2/22/2025 | American Trust | 1,806 | $339K | 0.0% | N/A | 0.012% | |
2/18/2025 | BIP Alliance LLC | 1,178 | $221K | 0.1% | N/A | 0.008% | |
2/18/2025 | Fourth Dimension Wealth LLC | 204 | $38K | 0.0% | N/A | 0.001% | |
2/18/2025 | Novak & Powell Financial Services Inc. | 3,118 | $586K | 0.3% | -8.5% | 0.021% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 1,087 | $204K | 0.0% | -7.6% | 0.007% | |
2/17/2025 | Vista Investment Management | 7,890 | $1.48M | 0.6% | +1.6% | 0.053% | |
2/17/2025 | Vivaldi Capital Management LP | 1,437 | $285K | 0.0% | N/A | 0.010% | |
2/17/2025 | TrueWealth Financial Partners | 75,252 | $14.14M | 8.8% | +0.4% | 0.508% | |
2/17/2025 | Snowden Capital Advisors LLC | 1,426 | $268K | 0.0% | -9.5% | 0.010% | |
2/17/2025 | Quantinno Capital Management LP | 4,978 | $935K | 0.0% | +51.1% | 0.034% | |
2/17/2025 | Full Sail Capital LLC | 19,867 | $3.73M | 0.2% | +5.6% | 0.134% | |
2/17/2025 | Fiduciary Trust Co | 5,205 | $978K | 0.0% | -3.6% | 0.035% | |
2/17/2025 | EP Wealth Advisors LLC | 1,086 | $204K | 0.0% | -56.8% | 0.007% | |
2/17/2025 | Cresset Asset Management LLC | 5,958 | $1.12M | 0.0% | -49.8% | 0.040% | |
2/17/2025 | Cubist Systematic Strategies LLC | 1,070 | $201K | 0.0% | N/A | 0.007% | |
2/17/2025 | Cetera Investment Advisers | 85,871 | $16.13M | 0.0% | -16.3% | 0.580% | |
2/17/2025 | BOKF NA | 3,532 | $656K | 0.0% | -5.2% | 0.024% | |
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2/17/2025 | Captrust Financial Advisors | 12,199 | $2.29M | 0.0% | +10.0% | 0.082% | |
2/17/2025 | Baird Financial Group Inc. | 5,061 | $951K | 0.0% | -1.4% | 0.034% | |
2/17/2025 | Bank of America Corp DE | 1,469,958 | $276.12M | 0.0% | +3.1% | 9.925% | |
2/17/2025 | BNP Paribas Financial Markets | 11,200 | $2.10M | 0.0% | N/A | 0.076% | |
2/17/2025 | Ameriprise Financial Inc. | 109,095 | $20.49M | 0.0% | +3.7% | 0.737% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 1,968 | $370K | 0.0% | N/A | 0.013% | |
2/14/2025 | Jane Street Group LLC | 9,082 | $1.71M | 0.0% | +324.4% | 0.061% | |
2/14/2025 | Lido Advisors LLC | 43,416 | $8.16M | 0.0% | +1.9% | 0.293% | |
2/14/2025 | Northern Trust Corp | 4,438 | $834K | 0.0% | +4.7% | 0.030% | |
2/14/2025 | The Manufacturers Life Insurance Company | 285,984 | $53.72M | 0.0% | +7.7% | 1.931% | |