8/19/2025 | Newbridge Financial Services Group Inc. | 5,392 | $453K | 0.1% | N/A | 0.008% | |
8/19/2025 | Advisory Services Network LLC | 40,577 | $3.32M | 0.1% | +2.6% | 0.062% | |
8/19/2025 | Anchor Investment Management LLC | 57,082 | $4.80M | 0.4% | +2.2% | 0.087% | |
8/18/2025 | Tactive Advisors LLC | 28,860 | $2.43M | 0.8% | N/A | 0.044% | |
8/18/2025 | Geneos Wealth Management Inc. | 110,021 | $9.25M | 0.2% | -4.4% | 0.168% | |
8/18/2025 | Pacific Center for Financial Services | 7,231 | $608K | 0.2% | +5.7% | 0.011% | |
8/16/2025 | Evergreen Capital Management LLC | 10,969 | $922K | 0.0% | +13.7% | 0.017% | |
8/15/2025 | Corient Private Wealth LLC | 12,166 | $1.02M | 0.0% | +19.2% | 0.019% | |
8/15/2025 | Captrust Financial Advisors | 175,634 | $14.76M | 0.0% | +10.4% | 0.269% | |
8/15/2025 | WFA of San Diego LLC | 1,154 | $97K | 0.1% | N/A | 0.002% | |
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8/15/2025 | Visionary Wealth Advisors | 4,771 | $401K | 0.0% | -86.8% | 0.007% | |
8/15/2025 | Tolleson Wealth Management Inc. | 8,177 | $687K | 0.1% | -4.3% | 0.013% | |
8/15/2025 | Orion Porfolio Solutions LLC | 2,557 | $215K | 0.0% | N/A | 0.004% | |
8/15/2025 | MML Investors Services LLC | 190,130 | $15.98M | 0.0% | +33.7% | 0.291% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 55,911 | $4.70M | 0.9% | -2.6% | 0.086% | |
8/15/2025 | IHT Wealth Management LLC | 25,790 | $2.17M | 0.1% | -1.0% | 0.039% | |
8/15/2025 | Great Valley Advisor Group Inc. | 14,938 | $1.26M | 0.0% | -7.5% | 0.023% | |
8/15/2025 | Bank of America Corp DE | 4,016,421 | $337.62M | 0.0% | -6.1% | 6.151% | |
8/15/2025 | Ameriprise Financial Inc. | 767,283 | $64.52M | 0.0% | +32.6% | 1.175% | |
8/14/2025 | Jane Street Group LLC | 273,176 | $22.96M | 0.0% | N/A | 0.418% | |
8/14/2025 | Ausdal Financial Partners Inc. | 24,243 | $2.04M | 0.1% | +1.5% | 0.037% | |
8/14/2025 | Raymond James Financial Inc. | 439,656 | $36.96M | 0.0% | +4.6% | 0.673% | |
8/14/2025 | Transamerica Financial Advisors LLC | 33,475 | $2.81M | 0.3% | -3.6% | 0.051% | |
8/14/2025 | Quantinno Capital Management LP | 9,561 | $804K | 0.0% | -6.7% | 0.015% | |
8/14/2025 | Diversify Advisory Services LLC | 9,861 | $833K | 0.0% | +20.5% | 0.015% | |
8/14/2025 | Alliancebernstein L.P. | 393,073 | $33.04M | 0.0% | +1.3% | 0.602% | |
8/14/2025 | Sei Investments Co. | 622,873 | $52.36M | 0.1% | +7.1% | 0.954% | |
8/14/2025 | NewEdge Advisors LLC | 62,934 | $5.29M | 0.0% | +4.9% | 0.096% | |
8/14/2025 | Qube Research & Technologies Ltd | 53,619 | $4.51M | 0.0% | +19.2% | 0.082% | |
8/14/2025 | Sagard Holdings Management Inc. | 1,050 | $88K | 0.2% | N/A | 0.002% | |
8/14/2025 | Transce3nd LLC | 1,148 | $97K | 0.0% | -23.9% | 0.002% | |
8/14/2025 | Cary Street Partners Financial LLC | 5,271 | $443K | 0.0% | +89.5% | 0.008% | |
8/14/2025 | Cerity Partners LLC | 21,828 | $1.84M | 0.0% | -0.7% | 0.033% | |
8/13/2025 | Flow Traders U.S. LLC | 43,678 | $3.67M | 0.1% | N/A | 0.067% | |
8/13/2025 | Gateway Wealth Partners LLC | 13,350 | $1.12M | 0.2% | -0.9% | 0.020% | |
8/13/2025 | Amundi | 292,700 | $24.68M | 0.0% | -7.4% | 0.448% | |
8/13/2025 | Baird Financial Group Inc. | 82,285 | $6.92M | 0.0% | +2.4% | 0.126% | |
8/13/2025 | EverSource Wealth Advisors LLC | 3,055 | $257K | 0.0% | +1,809.4% | 0.005% | |
8/13/2025 | CW Advisors LLC | 53,167 | $4.45M | 0.0% | -3.0% | 0.081% | |
8/13/2025 | Beacon Pointe Advisors LLC | 18,389 | $1.55M | 0.0% | -3.8% | 0.028% | |
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8/13/2025 | Portfolio Design Labs LLC | 544,915 | $45.81M | 9.0% | N/A | 0.834% | |
8/13/2025 | Fisher Asset Management LLC | 2,700 | $227K | 0.0% | -18.5% | 0.004% | |
8/13/2025 | Trustmark Bank Trust Department | 81,383 | $6.84M | 0.5% | +5.9% | 0.125% | |
8/13/2025 | Lido Advisors LLC | 12,856 | $1.08M | 0.0% | -6.2% | 0.020% | |
8/13/2025 | Level Four Advisory Services LLC | 30,265 | $2.54M | 0.1% | -0.4% | 0.046% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,243,810 | $104.56M | 0.1% | +1.1% | 1.905% | |
8/13/2025 | Choreo LLC | 96,713 | $8.13M | 0.1% | -14.1% | 0.148% | |
8/12/2025 | Richmond Investment Services LLC | 2,690 | $226K | 0.0% | N/A | 0.004% | |
8/12/2025 | J.W. Cole Advisors Inc. | 26,784 | $2.25M | 0.0% | +26.5% | 0.041% | |
8/12/2025 | Laurel Wealth Advisors LLC | 15,804 | $1.33M | 0.0% | +8,306.4% | 0.024% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 21,464 | $1.80M | 0.0% | +7.6% | 0.033% | |
8/12/2025 | Ameritas Investment Partners Inc. | 6,067 | $510K | 0.0% | -21.9% | 0.009% | |
8/12/2025 | Global Retirement Partners LLC | 8,948 | $752K | 0.0% | N/A | 0.014% | |
8/12/2025 | Forum Private Client Group LLC | 4,665 | $392K | 0.2% | -9.4% | 0.007% | |
8/12/2025 | Cowa LLC | 4,978 | $418K | 0.2% | +7.5% | 0.008% | |
8/12/2025 | Franklin Resources Inc. | 7,789 | $655K | 0.0% | -6.6% | 0.012% | |
8/12/2025 | MAI Capital Management | 26,776 | $2.25M | 0.0% | -7.1% | 0.041% | |
8/12/2025 | JPMorgan Chase & Co. | 101,074 | $8.50M | 0.0% | -0.5% | 0.155% | |
8/12/2025 | Wealth Advisors of Iowa LLC | 312,395 | $26.26M | 9.8% | +112.8% | 0.478% | |
8/12/2025 | Howe & Rusling Inc. | 350 | $29K | 0.0% | N/A | 0.001% | |
8/11/2025 | Alteri Wealth LLC | 2,401 | $202K | 0.1% | -17.0% | 0.004% | |
8/11/2025 | Wealthspire Advisors LLC | 16,368 | $1.38M | 0.0% | -11.3% | 0.025% | |
8/11/2025 | Greykasell Wealth Strategies Inc. | 3,465 | $291K | 0.1% | N/A | 0.005% | |
8/11/2025 | Landaas & Co. WI ADV | 4,650 | $391K | 0.1% | N/A | 0.007% | |
8/11/2025 | Western Wealth Management LLC | 3,379 | $284K | 0.0% | +29.9% | 0.005% | |
8/11/2025 | Bell Investment Advisors Inc | 18,050 | $1.52M | 0.3% | +1.1% | 0.028% | |
8/8/2025 | Blankinship & Foster LLC | 4,398 | $370K | 0.1% | -10.4% | 0.007% | |
8/8/2025 | Rockefeller Capital Management L.P. | 41,288 | $3.47M | 0.0% | -1.4% | 0.063% | |
8/8/2025 | Kingsview Wealth Management LLC | 58,414 | $4.91M | 0.1% | N/A | 0.089% | |
8/8/2025 | Citizens Financial Group Inc. RI | 15,278 | $1.28M | 0.0% | +6.4% | 0.023% | |
8/8/2025 | Horizon Family Wealth Inc. | 5,087 | $428K | 0.3% | N/A | 0.008% | |
8/8/2025 | Avantax Advisory Services Inc. | 119,045 | $10.01M | 0.1% | -1.2% | 0.182% | |
8/8/2025 | ProVise Management Group LLC | 117,210 | $9.85M | 0.8% | -6.1% | 0.179% | |
8/8/2025 | Cetera Investment Advisers | 235,123 | $19.76M | 0.0% | +25.9% | 0.360% | |
8/8/2025 | Creative Planning | 126,323 | $10.62M | 0.0% | -0.9% | 0.193% | |
8/8/2025 | Hibernia Wealth Partners LLC | 8,053 | $677K | 0.2% | +101.2% | 0.012% | |
8/8/2025 | PNC Financial Services Group Inc. | 54,331 | $4.57M | 0.0% | -4.1% | 0.083% | |
8/8/2025 | IMA Advisory Services Inc. | 48,701 | $4.09M | 0.4% | +3.3% | 0.075% | |
8/7/2025 | Samalin Investment Counsel LLC | 35,964 | $3.02M | 1.2% | -1.2% | 0.055% | |
8/7/2025 | Ibex Wealth Advisors | 13,705 | $1.15M | 0.1% | N/A | 0.021% | |
8/7/2025 | Allworth Financial LP | 16,410 | $1.38M | 0.0% | +2.2% | 0.025% | |
8/7/2025 | PFG Advisors | 8,356 | $702K | 0.0% | +78.9% | 0.013% | |
8/6/2025 | Prospera Financial Services Inc | 7,310 | $615K | 0.0% | +5.5% | 0.011% | |
8/6/2025 | AE Wealth Management LLC | 3,029 | $255K | 0.0% | -92.7% | 0.005% | |
8/6/2025 | Savant Capital LLC | 38,130 | $3.21M | 0.0% | +0.4% | 0.058% | |
8/6/2025 | Atlantic Union Bankshares Corp | 580 | $49K | 0.0% | N/A | 0.001% | |
8/5/2025 | Arrowroot Family Office LLC | 4,303 | $362K | 0.2% | N/A | 0.007% | |
8/5/2025 | Magnolia Capital Advisors LLC | 13,031 | $1.10M | 0.3% | +9.8% | 0.020% | |
8/5/2025 | BCGM Wealth Management LLC | 3,406 | $286K | 0.1% | -4.9% | 0.005% | |
8/5/2025 | Bank of Montreal Can | 62,024 | $5.21M | 0.0% | +10.4% | 0.095% | |
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8/5/2025 | Sensible Money LLC | 2,382 | $200K | 0.1% | N/A | 0.004% | |
8/5/2025 | Dravo Bay LLC | 2,725 | $229K | 0.1% | N/A | 0.004% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,115 | $262K | 0.0% | N/A | 0.005% | |
8/4/2025 | IFG Advisory LLC | 8,297 | $697K | 0.0% | +2.8% | 0.013% | |
8/4/2025 | Ledyard National Bank | 149,755 | $12.59M | 1.2% | +0.9% | 0.229% | |
8/4/2025 | Atria Investments Inc | 5,396 | $454K | 0.0% | -11.1% | 0.008% | |
8/4/2025 | Savvy Advisors Inc. | 2,799 | $235K | 0.0% | N/A | 0.004% | |
8/4/2025 | Assetmark Inc. | 513,119 | $43.13M | 0.1% | +118.9% | 0.786% | |
8/4/2025 | HBK Sorce Advisory LLC | 19,590 | $1.65M | 0.0% | -6.0% | 0.030% | |
8/4/2025 | Arkadios Wealth Advisors | 15,227 | $1.28M | 0.0% | -1.5% | 0.023% | |