5/2/2025 | Armor Investment Advisors LLC | 7,688 | $304K | 0.1% | -12.4% | 0.010% | |
5/2/2025 | Wealthfront Advisers LLC | 24,271 | $958K | 0.0% | +10.9% | 0.031% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 115,992 | $4.58M | 1.2% | +5.8% | 0.147% | |
5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 1,213,054 | $47.90M | 0.2% | +3,849.0% | 1.540% | |
5/2/2025 | SBI Securities Co. Ltd. | 59,955 | $2.37M | 0.1% | +1.4% | 0.076% | |
5/1/2025 | Iron Horse Wealth Management LLC | 15,695 | $620K | 0.2% | -8.8% | 0.020% | |
5/1/2025 | Curtis Advisory Group LLC | 24,014 | $948K | 0.3% | +63.8% | 0.030% | |
4/30/2025 | Allworth Financial LP | 6,222 | $237K | 0.0% | +141.9% | 0.008% | |
4/30/2025 | Principal Securities Inc. | 415,590 | $17.41M | 0.4% | +0.6% | 0.528% | |
4/30/2025 | AlphaStar Capital Management LLC | 21,280 | $840K | 0.1% | +16.8% | 0.027% | |
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4/30/2025 | Stratos Wealth Partners LTD. | 19,360 | $765K | 0.0% | -4.1% | 0.025% | |
4/29/2025 | Envestnet Asset Management Inc. | 580,213 | $22.91M | 0.0% | -2.3% | 0.736% | |
4/29/2025 | Concurrent Investment Advisors LLC | 83,797 | $3.31M | 0.1% | +75.2% | 0.106% | |
4/29/2025 | World Investment Advisors | 7,530 | $297K | 0.0% | -18.4% | 0.010% | |
4/29/2025 | Brookstone Capital Management | 782,703 | $30.91M | 0.4% | +10.6% | 0.994% | |
4/29/2025 | Avantax Planning Partners Inc. | 68,632 | $2.71M | 0.1% | +23.2% | 0.087% | |
4/29/2025 | Caerus Investment Advisors LLC | 360,623 | $14.24M | 13.7% | +11.0% | 0.458% | |
4/28/2025 | D.A. Davidson & CO. | 20,288 | $801K | 0.0% | -6.3% | 0.026% | |
4/28/2025 | Mutual Advisors LLC | 8,592 | $329K | 0.0% | +37.1% | 0.011% | |
4/28/2025 | Weaver Consulting Group | 6,846 | $270K | 0.1% | -5.6% | 0.009% | |
4/28/2025 | Private Trust Co. NA | 21,297 | $841K | 0.1% | +27.3% | 0.027% | |
4/28/2025 | Summit Trail Advisors LLC | 5,500 | $217K | 0.0% | N/A | 0.007% | |
4/25/2025 | WJ Wealth Management LLC | 116,875 | $4.62M | 1.6% | -48.8% | 0.148% | |
4/24/2025 | Sims Investment Management LLC | 347,458 | $13.72M | 6.1% | +27.4% | 0.441% | |
4/24/2025 | Money Concepts Capital Corp | 6,180 | $244K | 0.0% | N/A | 0.008% | |
4/23/2025 | Ferguson Shapiro LLC | 5,089 | $201K | 0.1% | +5.5% | 0.006% | |
4/23/2025 | Spire Wealth Management | 1,209 | $48K | 0.0% | +42.4% | 0.002% | |
4/23/2025 | International Assets Investment Management LLC | 48,489 | $1.92M | 0.1% | -19.6% | 0.062% | |
4/23/2025 | Cornerstone Wealth Group LLC | 6,767 | $267K | 0.0% | N/A | 0.009% | |
4/23/2025 | IMG Wealth Management Inc. | 1,397 | $55K | 0.0% | +201.7% | 0.002% | |
4/23/2025 | Oppenheimer & Co. Inc. | 8,162 | $322K | 0.0% | +13.6% | 0.010% | |
4/22/2025 | Consolidated Planning Corp | 5,691 | $225K | 0.0% | -19.1% | 0.007% | |
4/22/2025 | Flagship Harbor Advisors LLC | 8,447 | $334K | 0.0% | -6.7% | 0.011% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 231,503 | $9.14M | 0.0% | +5.2% | 0.294% | |
4/22/2025 | Madison Wealth Partners Inc | 33,777 | $1.33M | 0.3% | +8.1% | 0.043% | |
4/22/2025 | PFG Investments LLC | 73,573 | $2.91M | 0.2% | +4.5% | 0.093% | |
4/22/2025 | Advisor Resource Council | 186,193 | $7.35M | 0.6% | N/A | 0.236% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 18,242 | $720K | 0.0% | +5.4% | 0.023% | |
4/21/2025 | Global X Japan Co. Ltd. | 709,601 | $28.02M | 3.2% | +80.9% | 0.901% | |
4/21/2025 | Institute for Wealth Management LLC. | 47,820 | $1.89M | 0.2% | -1.7% | 0.061% | |
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4/18/2025 | San Luis Wealth Advisors LLC | 63,757 | $2.52M | 0.5% | +264.5% | 0.082% | |
4/17/2025 | Janney Montgomery Scott LLC | 55,753 | $2.20M | 0.0% | -9.8% | 0.072% | |
4/17/2025 | 1900 Wealth Management LLC | 27,981 | $1.11M | 0.1% | -4.1% | 0.036% | |
4/17/2025 | Good Life Advisors LLC | 121,050 | $4.78M | 0.3% | +25.6% | 0.156% | |
4/16/2025 | Opal Wealth Advisors LLC | 700 | $28K | 0.0% | N/A | 0.001% | |
4/16/2025 | Southland Equity Partners LLC | 5,129 | $203K | 0.0% | N/A | 0.007% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 43,675 | $1.73M | 0.0% | +11.3% | 0.056% | |
4/16/2025 | Bensler LLC | 17,599 | $695K | 0.1% | +3.1% | 0.023% | |
4/15/2025 | Investment Partners Asset Management Inc. | 79,089 | $3.12M | 2.5% | +2.0% | 0.102% | |
4/14/2025 | First Citizens Bank & Trust Co. | 8,742 | $345K | 0.0% | +9.9% | 0.011% | |
4/14/2025 | Park Avenue Securities LLC | 19,080 | $753K | 0.0% | +11.5% | 0.025% | |
4/14/2025 | City Center Advisors LLC | 14,860 | $587K | 0.7% | -7.5% | 0.019% | |
4/11/2025 | StoneCrest Wealth Management Inc. | 98,743 | $3.90M | 2.5% | +2.8% | 0.127% | |
4/11/2025 | Horizon Wealth Management LLC | 6,294 | $249K | 0.0% | N/A | 0.008% | |
4/11/2025 | Littlejohn Financial Services Inc. | 58,975 | $2.33M | 1.8% | +4.0% | 0.076% | |
4/11/2025 | Annex Advisory Services LLC | 20,380 | $805K | 0.0% | +49.4% | 0.026% | |
4/10/2025 | Fermata Advisors LLC | 6,382 | $252K | 0.0% | N/A | 0.008% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 7,025 | $277K | 0.1% | N/A | 0.009% | |
4/10/2025 | Juncture Wealth Strategies LLC | 150,138 | $5.93M | 2.3% | +0.8% | 0.193% | |
4/9/2025 | HBW Advisory Services LLC | 47,544 | $1.88M | 0.3% | +46.8% | 0.061% | |
4/9/2025 | Milestone Asset Management LLC | 8,943 | $353K | 0.1% | +26.9% | 0.011% | |
4/9/2025 | Kaizen Financial Strategies | 42,207 | $1.67M | 1.0% | +42.9% | 0.054% | |
4/9/2025 | Castle Rock Wealth Management LLC | 33,780 | $1.34M | 0.4% | +3.8% | 0.043% | |
4/8/2025 | Private Client Services LLC | 5,878 | $232K | 0.1% | +6.6% | 0.008% | |
4/7/2025 | AdvisorNet Financial Inc | 1,573 | $62K | 0.0% | +1,128.9% | 0.002% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 39,232 | $1.64M | 0.0% | +35.3% | 0.051% | |
3/5/2025 | Castle Rock Wealth Management LLC | 32,542 | $1.39M | 0.3% | +5.4% | 0.042% | |
3/4/2025 | Comprehensive Money Management Services LLC | 15,796 | $662K | 0.5% | N/A | 0.020% | |
2/25/2025 | Heck Capital Advisors LLC | 4,729 | $198K | 0.0% | N/A | 0.007% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 12,837 | $553K | 0.0% | -2.9% | 0.018% | |
2/20/2025 | Montchanin Asset Management LLC | 26,740 | $1.12M | 1.1% | -20.0% | 0.038% | |
2/18/2025 | Western Wealth Management LLC | 64,027 | $2.68M | 0.8% | +12.6% | 0.091% | |
2/18/2025 | Sunbelt Securities Inc. | 3,892 | $163K | 0.0% | -30.1% | 0.006% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 12,490 | $523K | 0.0% | N/A | 0.018% | |
2/18/2025 | First Heartland Consultants Inc. | 7,901 | $331K | 0.0% | +28.3% | 0.011% | |
2/18/2025 | Note Advisors LLC | 11,916 | $499K | 0.4% | N/A | 0.017% | |
2/18/2025 | Ashford Capital Management Inc. | 11,000 | $461K | 0.1% | -31.3% | 0.016% | |
2/17/2025 | Snowden Capital Advisors LLC | 11,430 | $492K | 0.0% | +4.6% | 0.016% | |
2/17/2025 | Royal Bank of Canada | 584,968 | $24.51M | 0.0% | +1.3% | 0.835% | |
2/17/2025 | Millennium Management LLC | 7,235 | $303K | 0.0% | N/A | 0.010% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 105,987 | $4.45M | 0.0% | +34.4% | 0.151% | |
2/17/2025 | Kaizen Financial Strategies | 29,532 | $1.24M | 0.7% | +2.9% | 0.042% | |
2/17/2025 | Cetera Investment Advisers | 325,493 | $13.64M | 0.0% | +0.3% | 0.465% | |
2/17/2025 | Bank of America Corp DE | 2,832,410 | $118.68M | 0.0% | -2.4% | 4.044% | |
2/17/2025 | BNP Paribas Financial Markets | 26,422 | $1.11M | 0.0% | +220,083.3% | 0.038% | |
2/17/2025 | Ameriprise Financial Inc. | 831,797 | $34.86M | 0.0% | -9.4% | 1.188% | |
2/17/2025 | Aptus Capital Advisors LLC | 12,853 | $539K | 0.0% | -3.7% | 0.018% | |
2/14/2025 | Westbourne Investments Inc. | 5,030 | $211K | 0.1% | N/A | 0.007% | |
2/14/2025 | Comerica Bank | 27,557 | $1.16M | 0.0% | +1.8% | 0.039% | |
2/14/2025 | Lido Advisors LLC | 23,932 | $1.03M | 0.0% | +46.7% | 0.034% | |
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2/14/2025 | Beacon Pointe Advisors LLC | 14,349 | $601K | 0.0% | N/A | 0.020% | |
2/14/2025 | Stonebridge Capital Advisors LLC | 9,383 | $393K | 0.0% | N/A | 0.013% | |
2/14/2025 | Uniplan Investment Counsel Inc. | 65,292 | $2.74M | 0.3% | +1.8% | 0.093% | |
2/14/2025 | Stifel Financial Corp | 153,951 | $6.45M | 0.0% | -1.6% | 0.220% | |
2/14/2025 | TD Waterhouse Canada Inc. | 2,150 | $90K | 0.0% | +48.3% | 0.003% | |
2/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 89,537 | $3.75M | 0.0% | +112.2% | 0.128% | |
2/14/2025 | MML Investors Services LLC | 40,627 | $1.70M | 0.0% | +17.5% | 0.058% | |
2/14/2025 | GeoWealth Management LLC | 9,229 | $387K | 0.0% | -14.0% | 0.013% | |
2/13/2025 | NewEdge Advisors LLC | 48,236 | $2.02M | 0.0% | +27.2% | 0.069% | |
2/13/2025 | Regal Investment Advisors LLC | 33,116 | $1.39M | 0.1% | +14.9% | 0.047% | |