10/8/2025 | Brewster Financial Planning LLC | 163,512 | $10.08M | 6.3% | +3.5% | 0.518% | |
10/8/2025 | McNaughton Wealth Management LLC | 24,362 | $1.50M | 0.6% | -2.1% | 0.077% | |
10/8/2025 | Accel Wealth Management | 3,485 | $215K | 0.1% | -62.9% | 0.011% | |
10/7/2025 | Lbmc Investment Advisors LLC | 253,930 | $15.65M | 1.0% | -0.8% | 0.805% | |
10/3/2025 | Horizons Wealth Management | 14,406 | $888K | 0.6% | -2.1% | 0.046% | |
10/2/2025 | Capital Asset Advisory Services LLC | 8,073 | $497K | 0.0% | +4.7% | 0.026% | |
9/26/2025 | Corient Private Wealth LLC | 126,127 | $7.71M | 0.0% | -49.8% | 0.400% | |
9/12/2025 | Valeo Financial Advisors LLC | 19,371 | $1.19M | 0.0% | -22.6% | 0.061% | |
9/4/2025 | Osaic Holdings Inc. | 388,105 | $23.76M | 0.0% | +26.2% | 1.230% | |
9/3/2025 | American Trust | 6,235 | $381K | 0.0% | N/A | 0.020% | |
|
8/15/2025 | Tower Research Capital LLC TRC | 1,476 | $90K | 0.0% | -86.1% | 0.005% | |
8/15/2025 | Corient Private Wealth LLC | 126,125 | $7.71M | 0.0% | -49.8% | 0.400% | |
8/15/2025 | Equitable Holdings Inc. | 60,287 | $3.69M | 0.0% | +6.3% | 0.191% | |
8/15/2025 | Captrust Financial Advisors | 42,627 | $2.61M | 0.0% | +8.1% | 0.135% | |
8/15/2025 | MML Investors Services LLC | 32,334 | $1.98M | 0.0% | +40.6% | 0.102% | |
8/15/2025 | Modern Wealth Management LLC | 70,317 | $4.30M | 0.1% | N/A | 0.223% | |
8/15/2025 | IHT Wealth Management LLC | 25,168 | $1.54M | 0.0% | +0.8% | 0.080% | |
8/15/2025 | EP Wealth Advisors LLC | 6,642 | $406K | 0.0% | -3.5% | 0.021% | |
8/15/2025 | Bank of America Corp DE | 790,558 | $48.35M | 0.0% | -19.1% | 2.506% | |
8/15/2025 | Ameriprise Financial Inc. | 101,871 | $6.23M | 0.0% | +11.8% | 0.323% | |
8/14/2025 | Connecticut Wealth Management LLC | 477,270 | $29.19M | 1.4% | -0.8% | 1.513% | |
8/14/2025 | White Knight Strategic Wealth Advisors LLC | 12,896 | $789K | 0.7% | -4.1% | 0.041% | |
8/14/2025 | Raymond James Financial Inc. | 624,468 | $38.19M | 0.0% | -0.3% | 1.979% | |
8/14/2025 | Peapack Gladstone Financial Corp | 24,733 | $1.51M | 0.0% | +50.3% | 0.078% | |
8/14/2025 | NewEdge Advisors LLC | 16,224 | $992K | 0.0% | -1.1% | 0.051% | |
8/14/2025 | Cerity Partners LLC | 33,327 | $2.04M | 0.0% | -3.2% | 0.106% | |
8/13/2025 | Per Stirling Capital Management LLC. | 59,800 | $3.66M | 0.5% | +3.8% | 0.190% | |
8/13/2025 | Cresset Asset Management LLC | 92,574 | $5.66M | 0.0% | +4.2% | 0.293% | |
8/13/2025 | Baird Financial Group Inc. | 89,701 | $5.49M | 0.0% | -2.0% | 0.284% | |
8/13/2025 | Elios Financial Group Inc. | 34,857 | $2.13M | 1.0% | +2.8% | 0.110% | |
8/13/2025 | M&T Bank Corp | 466,620 | $28.54M | 0.1% | -2.7% | 1.479% | |
8/13/2025 | Trustmark Bank Trust Department | 27,700 | $1.69M | 0.1% | -10.6% | 0.088% | |
8/13/2025 | Quadrature Capital Ltd | 6,910 | $423K | 0.0% | -3.0% | 0.022% | |
8/13/2025 | Hsbc Holdings PLC | 8,914 | $545K | 0.0% | -3.5% | 0.028% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,235,041 | $136.70M | 0.1% | +4.1% | 7.084% | |
8/13/2025 | Fortress Financial Solutions LLC | 4,586 | $280K | 0.3% | +4.2% | 0.015% | |
8/13/2025 | Wambolt & Associates LLC | 7,433 | $457K | 0.2% | -31.6% | 0.024% | |
8/13/2025 | Russell Investments Group Ltd. | 1,658 | $101K | 0.0% | -31.7% | 0.005% | |
8/12/2025 | J.W. Cole Advisors Inc. | 13,751 | $841K | 0.0% | +4.3% | 0.044% | |
8/12/2025 | Laurel Wealth Advisors LLC | 97,504 | $5.96M | 0.0% | +6,016.9% | 0.309% | |
|
8/12/2025 | Steward Partners Investment Advisory LLC | 2,581 | $158K | 0.0% | +136.4% | 0.008% | |
8/12/2025 | CreativeOne Wealth LLC | 9,652 | $590K | 0.0% | -3.4% | 0.031% | |
8/12/2025 | JPMorgan Chase & Co. | 1,214,707 | $74.29M | 0.0% | -16.6% | 3.850% | |
8/12/2025 | Howe & Rusling Inc. | 594 | $36K | 0.0% | +98.0% | 0.002% | |
8/12/2025 | NFP Retirement Inc. | 54,379 | $3.33M | 0.2% | +366.5% | 0.172% | |
8/11/2025 | Greykasell Wealth Strategies Inc. | 21,746 | $1.33M | 0.6% | +17.8% | 0.069% | |
8/8/2025 | Avantax Advisory Services Inc. | 94,836 | $5.80M | 0.0% | +1.9% | 0.301% | |
8/8/2025 | Cetera Investment Advisers | 506,504 | $30.98M | 0.1% | +6.4% | 1.605% | |
8/8/2025 | Creative Planning | 317,412 | $19.41M | 0.0% | -5.2% | 1.006% | |
8/8/2025 | Foundations Investment Advisors LLC | 538,030 | $32.91M | 0.5% | +15.3% | 1.705% | |
8/8/2025 | Bailard Inc. | 21,515 | $1.32M | 0.0% | -3.1% | 0.068% | |
8/8/2025 | PNC Financial Services Group Inc. | 121,670 | $7.44M | 0.0% | -0.6% | 0.386% | |
8/7/2025 | CENTRAL TRUST Co | 6,066 | $371K | 0.0% | -4.2% | 0.019% | |
8/7/2025 | Allworth Financial LP | 3,794 | $232K | 0.0% | +152.3% | 0.012% | |
8/7/2025 | Arbor Trust Wealth Advisors LLC | 60,025 | $3.67M | 1.8% | -10.6% | 0.190% | |
8/7/2025 | Midwest Trust Co | 3,946 | $241K | 0.0% | N/A | 0.013% | |
8/7/2025 | 1ST Source Bank | 3,433 | $210K | 0.0% | N/A | 0.011% | |
8/7/2025 | Parkside Financial Bank & Trust | 23,009 | $1.41M | 0.2% | +9.7% | 0.073% | |
8/6/2025 | Savant Capital LLC | 24,430 | $1.49M | 0.0% | -1.4% | 0.077% | |
8/6/2025 | Modera Wealth Management LLC | 15,454 | $945K | 0.0% | -2.2% | 0.049% | |
8/6/2025 | Atlantic Union Bankshares Corp | 4,689 | $287K | 0.0% | N/A | 0.015% | |
8/5/2025 | Cassaday & Co Wealth Management LLC | 38,268 | $2.34M | 0.1% | +2.1% | 0.121% | |
8/5/2025 | Huntington National Bank | 189,408 | $11.58M | 0.1% | +17.7% | 0.600% | |
8/5/2025 | Bank of New York Mellon Corp | 260,581 | $15.94M | 0.0% | -0.6% | 0.826% | |
8/5/2025 | Westside Investment Management Inc. | 14,255 | $872K | 0.2% | +17.5% | 0.045% | |
8/5/2025 | TIAA Trust National Association | 103,070 | $6.30M | 0.0% | -7.1% | 0.327% | |
8/4/2025 | AlphaStar Capital Management LLC | 7,973 | $488K | 0.0% | N/A | 0.025% | |
8/4/2025 | AMG National Trust Bank | 315,405 | $19.29M | 0.5% | -1.2% | 1.000% | |
8/4/2025 | Keybank National Association OH | 236,653 | $14.47M | 0.1% | -2.7% | 0.750% | |
8/1/2025 | PCA Investment Advisory Services Inc. | 10,106 | $618K | 0.3% | N/A | 0.032% | |
8/1/2025 | GWN Securities Inc. | 4,919 | $301K | 0.1% | -45.1% | 0.016% | |
8/1/2025 | Bessemer Group Inc. | 4,000 | $245K | 0.0% | -4.8% | 0.013% | |
8/1/2025 | Koss Olinger Consulting LLC | 208,812 | $12.77M | 1.0% | -8.1% | 0.662% | |
8/1/2025 | Envestnet Asset Management Inc. | 235,727 | $14.42M | 0.0% | -30.3% | 0.747% | |
7/31/2025 | Strata Wealth Advisors LLC | 10,047 | $614K | 0.2% | +5.1% | 0.032% | |
7/30/2025 | D.A. Davidson & CO. | 47,820 | $2.93M | 0.0% | +14.5% | 0.152% | |
7/30/2025 | Cullen Frost Bankers Inc. | 131,167 | $8.02M | 0.1% | -11.4% | 0.416% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 21,712 | $1.33M | 0.1% | +2.5% | 0.069% | |
7/30/2025 | Fairway Wealth LLC | 8,799 | $538K | 0.1% | +43.2% | 0.028% | |
7/30/2025 | Evermay Wealth Management LLC | 2,873 | $176K | 0.0% | -64.8% | 0.009% | |
7/29/2025 | Orin Green Financial LLC | 3,276 | $200K | 0.1% | -10.1% | 0.010% | |
7/29/2025 | Chicago Partners Investment Group LLC | 3,690 | $232K | 0.0% | N/A | 0.012% | |
7/29/2025 | Ifrah Financial Services Inc. | 86,942 | $5.32M | 1.5% | +0.6% | 0.276% | |
7/29/2025 | Stratos Wealth Partners LTD. | 8,060 | $493K | 0.0% | +2.4% | 0.026% | |
7/28/2025 | IFG Advisors LLC | 233,177 | $14.26M | 2.4% | +0.6% | 0.739% | |
7/28/2025 | Mutual Advisors LLC | 22,275 | $1.40M | 0.0% | +1.3% | 0.071% | |
7/28/2025 | Axxcess Wealth Management LLC | 7,694 | $471K | 0.0% | +5.2% | 0.024% | |
7/28/2025 | Cornerstone Wealth Group LLC | 73,688 | $4.51M | 0.3% | -9.4% | 0.234% | |
7/25/2025 | Atria Wealth Solutions Inc. | 46,103 | $2.82M | 0.1% | -39.9% | 0.146% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,406 | $698K | 0.0% | -71.0% | 0.036% | |
|
7/25/2025 | Sequoia Financial Advisors LLC | 5,532 | $338K | 0.0% | -4.4% | 0.018% | |
7/25/2025 | Prostatis Group LLC | 7,292 | $446K | 0.1% | N/A | 0.023% | |
7/25/2025 | CWM LLC | 117,176 | $7.17M | 0.0% | +5.0% | 0.371% | |
7/24/2025 | JFS Wealth Advisors LLC | 6,150 | $376K | 0.0% | -5.0% | 0.019% | |
7/24/2025 | Blair William & Co. IL | 18,645 | $1.14M | 0.0% | +824.9% | 0.059% | |
7/24/2025 | US Bancorp DE | 118,850 | $7.27M | 0.0% | -0.9% | 0.377% | |
7/22/2025 | AWM Capital LLC | 165,658 | $10.13M | 1.1% | -15.6% | 0.525% | |
7/22/2025 | Valeo Financial Advisors LLC | 19,371 | $1.19M | 0.0% | -22.6% | 0.061% | |
7/22/2025 | Merit Financial Group LLC | 103,944 | $6.36M | 0.1% | +2,919.9% | 0.329% | |
7/22/2025 | OLD National Bancorp IN | 7,282 | $445K | 0.0% | N/A | 0.023% | |